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HomeMy WebLinkAbout20150831.tiff RESOLUTION RE: APPROVE INTERGOVERNMENTAL AGREEMENT FOR ADRC TRANSITION-RELATED REFERRALS AND OPTIONS COUNSELING AND AUTHORIZE CHAIR TO SIGN WHEREAS, the Board of County Commissioners of Weld County, Colorado, pursuant to Colorado statute and the Weld County Home Rule Charter, is vested with the authority of administering the affairs of Weld County, Colorado, and WHEREAS, the Board has been presented with an Intergovernmental Agreement for ADRC Transition-Related Referrals and Options Counseling between the County of Weld, State of Colorado, by and through the Board of County Commissioners of Weld County, on behalf of the Department of Human Services-Aging and Disability Resources for Colorado (ADRC) Region 2B Weld County Area Agency on Aging, and the Colorado Department of Health Care Policy and Financing, commencing upon the later of either full execution of signatures or July 1, 2014, and ending June 30, 2015, with further terms and conditions being as stated in said intergovernmental agreement, and WHEREAS, after review, the Board deems it advisable to approve said intergovernmental agreement, a copy of which is attached hereto and incorporated herein by reference. NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of Weld County, Colorado, that the Intergovernmental Agreement for ADRC Transition-Related Referrals and Options Counseling between the County of Weld, State of Colorado, by and through the Board of County Commissioners of Weld County, on behalf of the Department of Human Services Department of Human Services-Aging and Disability Resources for Colorado (ADRC) Region 2B Weld County Area Agency on Aging, and the Colorado Department of Health Care Policy and Financing be, and hereby is, approved. BE IT FURTHER RESOLVED by the Board that the Chair be, and hereby is, authorized to sign said intergovernmental agreement. CC: N5b //Ai 2015-0831 HR0086 INTERGOVERNMENTAL AGREEMENT FOR ADRC TRANSITION-RELATED REFERRALS AND OPTIONS COUNSELING PAGE 2 The above and foregoing Resolution was, on motion duly made and seconded, adopted by the following vote on the 30th day of March, A.D., 2015 BOARD OF COUNTY COMMISSIONERS WELD COUNTY, CO ORADO ATTESV,eri f _ j C�(. jelai bt-ty_ • L uw1 arbara Kirkmeye , Chair Weld County Clerk to the Board 4 �( Mike Freeman, Pro-Tem � ��� �e� ty Clerk to a Boar• , ,11.4_ 44 n P. Conway r APPROVED AS TO FORM: `��� _ %'i e A. Cozad______.*------'County Attorney l'��, 'T- Steve Moreno Date of signature: LOU 2015-0831 HR0086 i$bl MEMORANDUM lr_ DATE: March 12, 2015 G O N T Y TO: Barbara Kirkmeyer, Chair, Board of Cou ty Corn is 'oners FROM: Judy A. Griego, Director, Human Servi De me t • RE: Weld County Department of Human Services Counseling Contract with the Colorado Department of Health Care Policy and Financing Enclosed for Board approval is an ADRC-Transition-Related Referrals and Options Counseling Contract between the Aging and Disability Resources of Colorado (ADRC) Region 2B Weld County Department of Human Services' Area Agency on Aging and the Colorado Department of Health Care Policy and Financing. The contract was reviewed under the Board's Pass-Around Memorandum dated March 3, 2015, and approved for placement on the Board's Agenda. The Scope of Work is outlined in Exhibit A pages 1-10. The ADRC, which is a program that exists within the Area Agency on Aging (AAA), will be required to provide Options Counseling to residents in nursing homes who have formally indicated through the Section Q process a desire to leave the nursing home and relocate in a community based setting. The ADRC will be responsible for the Regional Outreach Plan and development of a Transition Committee. The contract does have a sub-contracting option but due to the short period of time that this contract will be in place, and administrative and fiscal oversight that would need to be provided, AAA would prefer to provide the services directly to the residents of the nursing homes. AAA will be using existing staff to complete the scope of work for this contract period. If the funding for this contract becomes available in FY16, and we are interested in entering into a contract with Health Care Policy and Financing for Options Counseling, we will need to discuss if we have staff capacity to meet the required scope of work. If you have questions, please give me a call at extension 6510. 2015-0831 fOOgp Contract Routing Number 2015001865 STATE OF COLORADO Department of Health Care Policy and Financing Intergovernmental Agreement with Region 2B Weld County Area Agency on Aging for ADRC Transition-Related Referrals and Options Counseling TABLE OF CONTENTS 1. PARTIES 1 2. EFFECTIVE DATE AND NOTICE OF NONLIABILITY 2 3. RECITALS 2 4. DEFINITIONS 2 5. TERM 3 6. STATEMENT OF WORK 4 7. PAYMENTS TO CONTRACTOR 4 8. REPORTING NOTIFICATION 6 9. CONTRACTOR RECORDS 6 10. CONFIDENTIAL INFORMATION 7 11. CONFLICTS OF INTEREST 9 12. REPRESENTATIONS AND WARRANTIES 9 13. INSURANCE 10 14. BREACH 13 15. REMEDIES 13 16. NOTICES AND REPRESENTATIVES 16 17. RIGHTS IN DATA, DOCUMENTS, AND COMPUTER SOFTWARE 16 18. GOVERNMENTAL IMMUNITY 17 19. GENERAL PROVISIONS 17 20. ADDITIONAL GENERAL PROVISIONS 19 21. COLORADO SPECIAL PROVISIONS 23 HIPAA BUSINESS ASSOCIATE ADDENDUM EXHIBIT A, STATEMENT OF WORK EXHIBIT B, RATES EXHIBIT C, SAMPLE OPTION LETTER EXHIBIT D, CMS - R-0235 ADDENDUM 1. PARTIES This Contract (hereinafter called "Contract") is entered into by and between Aging and Disability Resources for Colorado (ADRC) Region 2B Weld County Area Agency on Aging 315 C. N. 1 l th Avenue Greely, Colorado 80631 (hereinafter called "Contractor"), and the STATE OF COLORADO acting by and through the Department of Health Care Policy and Financing, 1570 Grant Street, Denver, Colorado 80203 (hereinafter called the "State" or c)20/5- ooc "Department"). Contractor and the State hereby agree to the following terms and conditions. 2. EFFECTIVE DATE AND NOTICE OF NONLIABILITY This Contract shall not be effective or enforceable until it is approved and signed by the Colorado State Controller or designee (hereinafter called the "Effective Date"). The State shall not be liable to pay or reimburse Contractor for any performance hereunder including, but not limited to,costs or expenses incurred, or be bound by any provision hereof prior to the Effective Date. 3. RECITALS A. Authority,Appropriation, and Approval Authority to enter into this Contract exists in Colorado Revised Statutes (CRS) at §25.5-6-106, et seq, and funds have been budgeted, appropriated and otherwise made available and a sufficient unencumbered balance thereof remains available for payment. Required approvals, clearance and coordination have been accomplished from and with appropriate agencies. B. Consideration The Parties acknowledge that the mutual promises and covenants contained herein and other good and valuable consideration are sufficient and adequate to support this Contract. C. Purpose The purpose of this Contract is to expand the capacity of Aging and Disability Resources for Colorado (ADRC) to enable an ADRC site to respond to Minimum Data Set(MDS)3.0 Section Q referrals,and to provide options counseling to those nursing home residents referred. D. References All references in this Contract to sections (whether spelled out or using the §symbol), subsections, exhibits or other attachments, are references to sections, subsections,exhibits or other attachments contained herein or incorporated as a part hereof, unless otherwise noted. 4. DEFINITIONS The following terms as used herein shall be construed and interpreted as follows: A. "Contract" means this Contract, its terms and conditions, attached addenda, exhibits,documents incorporated by reference under the terms of this Contract,and any future modifying agreements, exhibits, attachments or references incorporated herein pursuant to Colorado State law, Fiscal Rules, and State Controller Policies. B. Exhibits and other Attachments. The following documents are attached hereto and incorporated by reference herein: HIPAA Business Associate Addendum Page 2 of 27 1 Exhibit A, Statement of Work Exhibit B, Rates Exhibit C, Sample Option Letter Exhibit D, CMS-R-0235 Addendum C. "Goods" means tangible material acquired, produced, or delivered by Contractor either separately or in conjunction with the Services Contractor renders hereunder. D. "Party" means the State or Contractor and Parties means both the State and Contractor. E. "Review" means examining Contractor's Work to ensure that it is adequate, accurate, correct,and in accordance with the standards described in this Contract. F. "Services" means the required services to be performed by Contractor pursuant to this Contract. G. "State Fiscal Year" or "SFY" means the twelve (12) month period beginning on July 1st of a year and ending on June 30th of the following year. H. "Subcontractor" means third-parties, if any, engaged by Contractor to aid in performance of its obligations. I. "Work" means the tasks and activities Contractor is required to perform to fulfill its obligations under this Contract, including the performance of the Services and delivery of the Goods. J. "Work Product" means the tangible or intangible results of Contractor's Work, including, but not limited to, software,research,reports,studies,data, photographs, negatives or other finished or unfinished documents, drawings, models, surveys, maps, materials, or work product of any type, including drafts. Any terms used herein which are defined in Exhibit A, Statement of Work shall be construed and interpreted as defined therein. 5. TERM A. Initial Term The Parties' respective performances under this Contract shall commence on the later of either the Effective Date or July 1, 2014. This Contract shall expire June 30, 2015, unless sooner terminated or further extended as specified elsewhere herein. B. Two Month Extension The State, at its sole discretion, upon written notice to Contractor as provided in §16, may unilaterally extend the term of this Contract for a period not to exceed two months if the Parties desire to continue the services and a replacement Contract has not been fully executed by the expiration of any initial term or renewal term. The provisions of this Contract in effect when such notice is given, including, but not limited to, prices, rates and delivery requirements, shall remain in effect during the two month extension.The two(2)month extension shall immediately terminate when and if a replacement contract is approved and signed by the Colorado State Page 3 of 27 Controller or an authorized designee,or at the end of two(2)months, whichever is earlier. C. Option to Extend The State may require continued performance for a period of one(1)year or less at the same rates and same terms specified in the Contract. If the State exercises this option, it shall provide written notice to Contractor at least thirty(30)days prior to the end of the current Contract term in form substantially equivalent to Exhibit C. If exercised, the provisions of the Option Letter shall become part of and be incorporated into this Contract. In no event shall the total duration of this Contract, from the Operational Start Date until termination and including the exercise of any options under this clause, exceed five (5)years, unless the State receives approval from the State Purchasing Director or delegate. 6. STATEMENT OF WORK A. Completion Contractor shall complete the Work and its other obligations as described in this Contract on or before the end of the term of this Contract. The State shall not be liable to compensate Contractor for any Work performed prior to the Effective Date or after the expiration or termination of this Contract. B. Goods and Services Contractor shall procure Goods and Services necessary to complete the Work. Such procurement shall not increase the maximum amount payable hereunder by the State. C. Independent Contractor All persons employed by Contractor or Subcontractors to perform Work under this Contract shall be Contractor's or Subcontractors' employee(s) for all purposes hereunder and shall not be employees of the State for any purpose as a result of this Contract. 7. PAYMENTS TO CONTRACTOR The State shall, in accordance with the provisions of this §7 and Exhibit A, Statement of Work, pay Contractor in the amounts and using the methods set forth below: A. Maximum Amount The maximum amount payable under this Contract to Contractor by the Department is shown in the following table, as determined by the Department from available funds. Payments to Contractor are limited to the unpaid obligated balance of the Contract at the rates set forth in Exhibit B. The maximum amount payable by the Department to Contractor is: Page 4 of 27 ADRC Region AWARD AMOUNT Region 2B Weld County Area Agency on Aging $12,041.42 B. Payment Payment pursuant to this Contract will be made as earned. Any advance payments allowed under this Contract shall comply with State Fiscal Rules and be made in accordance with the provisions of this Contract. Contractor shall initiate any payment requests by submitting invoices to the State in the form and manner prescribed by the State. C. Interest The State shall fully pay each invoice within forty-five(45)days of receipt thereof if the amount invoiced represents performance by Contractor previously accepted by the State. Uncontested amounts not paid by the State within forty-five(45)days shall bear interest on the unpaid balance beginning on the forty-sixth (46th) day at a rate not to exceed one percent (1%) per month until paid in full; provided, however,that interest shall not accrue on unpaid amounts that are subject to a good faith dispute. Contractor shall invoice the State separately for accrued interest on delinquent amounts.The billing shall reference the delinquent payment,the number of days' interest to be paid and the interest rate. D. Available Funds-Contingency-Termination The State is prohibited by law from making commitments beyond the term of the State's current fiscal year. Therefore, Contractor's compensation beyond the State's current fiscal year is contingent upon the continuing availability of State appropriations as provided in the Colorado Special Provisions, set forth below. If federal funds are used to fund this Contract, in whole or in part, the State's performance hereunder is contingent upon the continuing availability of such funds. Payments pursuant to this Contract shall be made only from available funds and the State's liability for such payments shall be limited to the amount remaining of such available funds. If State or federal funds are not appropriated,or otherwise become unavailable to fund this Contract, the State may terminate this Contract immediately, in whole or in part, without further liability notwithstanding any notice and cure period in§14.B. E. Erroneous Payments At the State's sole discretion, payments made to Contractor in error for any reason, including, but not limited to, overpayments or improper payments, may be recovered from Contractor by deduction from subsequent payments under this Contract or other contracts,grants or agreements between the State and Contractor or by other appropriate methods and collected as a debt due to the State. Such funds shall not be paid to any party other than the State. Page 5 of 27 { F. Closeout Payments Notwithstanding anything to the contrary in this Contract,all payments for the final month of the Contract shall be paid to the Contractor no sooner than ten (10) days after the Department has determined that the Contractor has completed all of the requirements of the Closeout Period. G. Option to increase or Decrease Statewide Quantity of Service The Department may increase or decrease the statewide quantity of services described in the Contract based upon the rates established in the Contract. If the Department exercises the option, it will provide written notice to Contractor in a form substantially equivalent to Exhibit C. Delivery/performance of services shall continue at the same rates and terms. If exercised, the provisions of the Option Letter shall become part of and be incorporated into the original Contract. 8. REPORTING NOTIFICATION Reports required under this Contract shall be in accordance with the procedures and in such form as prescribed by the State and as described in Exhibit A. A. Litigation Reporting Within ten (10) days after being served with any pleading in a legal action filed with a court or administrative agency, related to this Contract or which may affect Contractor's ability to perform its obligations hereunder,Contractor shall notify the State of such action and deliver copies of such pleadings to the State's principal representative as identified herein. If the State's principal representative is not then serving, such notice and copies shall be delivered to the Executive Director of the Department. B. Noncompliance Contractor's failure to provide reports and notify the State in a timely manner in accordance with this §8 may result in the delay of payment of funds and/or termination as provided under this Contract. 9. CONTRACTOR RECORDS A. Maintenance Contractor shall make, keep, maintain, and allow inspection and monitoring by the State of a complete file of all records,documents,communications,notes,and other written materials,electronic media files and electronic communications, pertaining in any manner to the Work or the delivery of Services or Goods hereunder. Contractor shall maintain such records until the last to occur of: (i)a period of six (6)years after the date this Contract expires or is sooner terminated,or(ii)a period of six (6) years after final payment is made hereunder, or (iii) a period of six (6) years after the resolution of any pending Contract matters, or (iv) if an audit is occurring, or Contractor has received notice that an audit is pending, until such audit has been completed and its findings have been resolved (collectively, the "Record Retention Period"). All such records, documents, communications and Page 6 of 27 other materials shall be the property of the State, and shall be maintained by the Contractor in a central location and the Contractor shall be custodian on behalf of the State. B. Inspection Contractor shall permit the State, the federal government and any other duly authorized agent of a governmental agency to audit, inspect,examine,excerpt,copy and/or transcribe Contractor's records related to this Contract during the Record Retention Period, to assure compliance with the terms hereof or to evaluate performance hereunder. The State reserves the right to inspect the Work at all reasonable times and places during the term of this Contract, including any extensions or renewals. If the Work fails to conform with the requirements of this Contract, the State may require Contractor promptly to bring the Work into conformity with Contract requirements, at Contractor's sole expense. If the Work cannot be brought into conformance by re-performance or other corrective measures, the State may require Contractor to take necessary action to ensure that future performance conforms to Contract requirements and exercise the remedies available under this Contract, at law or in equity, in lieu of or in conjunction with such corrective measures. C. Monitoring Contractor shall permit the State, the federal government and any other duly authorized agent of a government agency, in their sole discretion, to monitor all activities conducted by Contractor pursuant to the terms of this Contract using any reasonable procedure, including, but not limited to: internal evaluation procedures, examination of program data, special analyses, on-site checking, formal audit examinations, or any other procedure. All monitoring controlled by the State shall be performed in a manner that shall not unduly interfere with Contractor's performance hereunder. D. Final Audit Report If an audit is performed on Contractor's records for any fiscal year covering a portion of the term of this Contract,Contractor shall submit a copy of the final audit report to the State or its principal representative at the address specified herein. 10. CONFIDENTIAL INFORMATION Contractor shall comply with the provisions of this§10 if it becomes privy to confidential information in connection with its performance hereunder. Confidential information includes, but is not necessarily limited to, any state records, personnel records, and information concerning individuals. Such information shall not include information required to be disclosed pursuant to the Colorado Open Records Act, CRS §24-72-101, et seq. A. Confidentiality Contractor shall keep all State records and information confidential at all times and comply with all laws and regulations concerning confidentiality of information. Any request or demand by a third party for State records and information in the Page 7 of 27 possession of Contractor shall be immediately forwarded to the State's principal representative. B. Health Insurance Portability& Accountability Act of 1996 ("HIPAA") Federal Law and Regulations Pursuant to federal law and regulations governing the privacy of certain health information, the Contractor, to the extent applicable, shall comply with the Health Insurance Portability and Accountability Act of 1996, 42 U.S.C. §1320d — 1320d-8 ("HIPAA") and its implementing regulations promulgated by the U.S. Department of Health and Human Services, 45 C.F.R. Parts 160 and 164(the"Privacy Rule")and other applicable laws,as amended. ii. Business Associate Contract Federal law and regulations governing the privacy of certain health information requires a"Business Associate Contract"between the State and the Contractor, 45 C.F.R. Section 164.504(e). Attached and incorporated herein by reference and agreed to by the parties is a HIPAA Business Associate Addendum ("Addendum") for HIPAA compliance. Terms of the Addendum shall be considered binding upon execution of this Contract and shall remain in effect during the term of the Contract including any extensions. iii. Confidentiality of Records Whether or not an Addendum is attached to this Contract, the Contractor shall protect the confidentiality of all records and other materials containing personally identifying information that are maintained in accordance with the Contract and comply with HIPAA rules and regulations. Except as provided by law, no information in possession of the Contractor about any individual constituent shall be disclosed in a form including identifying information without the prior written consent of the person in interest, a minor's parent, or guardian. The Contractor shall have written policies governing access to,duplication and dissemination of,all such information. The Contractor shall advise its employees, agents and subcontractors, if any, that they are subject to these confidentiality requirements. The Contractor shall provide its employees, agents and subcontractors, if any, with a copy or written explanation of these confidentiality requirements before access to confidential data is permitted. No confidentiality requirements contained in this Contract shall negate or supersede the provisions of the federal Health Insurance Portability and Accountability Act of 1996. C. Notification Contractor shall notify its agents,employees, Subcontractors and assigns who may come into contact with State records or other confidential information that each is subject to the confidentiality requirements set forth herein, and shall provide each Page 8 of 27 with a written explanation of such requirements before permitting them to access such records and information. D. Use, Security, and Retention Confidential information of any kind shall not be distributed or sold to any third party or used by Contractor or its agents in any way, except as authorized by this Contract or approved in writing by the State.Contractor shall provide and maintain a secure environment that ensures confidentiality of all State records and other confidential information wherever located. Confidential information shall not be retained in any files or otherwise by Contractor or its agents, except as permitted in this Contract or approved in writing by the State. 11. CONFLICTS OF INTEREST A. Contractor shall not engage in any business or personal activities or practices or maintain any relationships which conflict in any way with the full performance of Contractor's obligations hereunder. Contractor acknowledges that with respect to this Contract, even the appearance of a conflict of interest is harmful to the State's interests. Absent the State's prior written approval, Contractor shall refrain from any practices,activities or relationships that reasonably appear to be in conflict with the full performance of Contractor's obligations to the State hereunder. If a conflict or appearance exists, or if Contractor is uncertain whether a conflict or the appearance of a conflict of interest exists, Contractor shall submit to the State a disclosure statement setting forth the relevant details for the State's consideration. Failure to promptly submit a disclosure statement or to follow the State's direction in regard to the apparent conflict constitutes a breach of this Contract. B. The Contractor (and Subcontractors or subgrantees permitted under the terms of this Contract)shall maintain a written code of standards governing the performance of its employees engaged in the award and administration of contracts. No employee, officer or agent of the Contractor, Subcontractor, or subgrantee shall participate in the selection, or in the award or administration of a contract or subcontract supported by federal funds if a conflict of interest, real or apparent, would be involved. Such a conflict would arise when: i. The employee, officer or agent; ii. Any member of the employee's immediate family; iii. The employee's partner; or iv. An organization which employs, or is about to employ, any of the above, has a financial or other interest in the firm selected for award. The Contractor's, Subcontractor's,or subgrantee's officers,employees, or agents will neither solicit nor accept gratuities, favors, or anything of monetary value from Contractors, potential Contractors, or parties to subagreements. 12. REPRESENTATIONS AND WARRANTIES Contractor makes the following specific representations and warranties,each of which was relied on by the State in entering into this Contract. Page 9 of 27 A. Standard and Manner of Performance Contractor shall perform its obligations hereunder in accordance with the highest standards of care, skill and diligence in Contractor's industry, trade, or profession and in the sequence and manner set forth in this Contract. B. Legal Authority—Contractor Signatory Contractor warrants that it possesses the legal authority to enter into this Contract and that it has taken all actions required by its procedures, and bylaws, and/or applicable laws to exercise that authority,and to lawfully authorize its undersigned signatory to execute this Contract,or any part thereof, and to bind Contractor to its terms. If requested by the State, Contractor shall provide the State with proof of Contractor's authority to enter into this Contract within five (5) days of receiving such request. C. Licenses, Permits, Etc. Contractor represents and warrants that as of the Effective Date it has, and that at all times during the term hereof it shall have and maintain, at its sole expense, all licenses, certifications, approvals, insurance, permits and other authorizations required by law to perform its obligations hereunder. Contractor warrants that it shall maintain all necessary licenses, certifications, approvals, insurance, permits, and other authorizations required to properly perform this Contract, without reimbursement by the State or other adjustment in the Contract. Additionally, all employees, agents, and Subcontractors of Contractor performing Services under this Contract shall hold all required licenses or certifications, if any, to perform their responsibilities. Contractor, if a foreign corporation or other foreign entity transacting business in the State of Colorado, further warrants that it currently has obtained and shall maintain any applicable certificate of authority to transact business in the State of Colorado and has designated a registered agent in Colorado to accept service of process. Any revocation, withdrawal or non-renewal of licenses, certifications, approvals, insurance, permits or any such similar requirements necessary for Contractor to properly perform the terms of this Contract is a material breach by Contractor and constitutes grounds for termination of this Contract. 13. INSURANCE Contractor and its Subcontractors shall obtain and maintain insurance as specified in this section at all times during the term of this Contract. All policies evidencing the insurance coverage required hereunder shall be issued by insurance companies satisfactory to Contractor and the State. A. Contractor i. Public Entities If Contractor is a "public entity" within the meaning of the Colorado Governmental Immunity Act, CRS §24-10-101, et seq., as amended (the "GIA"), then Contractor shall maintain at all times during the term of this Contract such liability insurance, by commercial policy or self-insurance, Page 10 of 27 as is necessary to meet its liabilities under the GIA. Contractor shall show proof of such insurance satisfactory to the State, if requested by the State. Contractor shall require each contract with a Subcontractor that is a public entity, to include the insurance requirements necessary to meet such Subcontractor's liabilities under the GIA. ii. Non-Public Entities If Contractor is not a "public entity" within the meaning of the GIA, Contractor shall obtain and maintain during the term of this Contract insurance coverage and policies meeting the requirements set forth in §13.B. B. Contractors—Subcontractors Contractor shall require each contract with Subcontractors other than those that are public entities, providing Goods or Services in connection with this Contract, to include insurance requirements substantially similar to the following: Worker's Compensation Worker's Compensation Insurance as required by State statute, and Employer's Liability Insurance covering all of Contractor's or Subcontractor's employees acting within the course and scope of their employment. ii. General Liability Commercial General Liability Insurance written on ISO occurrence form CG 00 01 10/93 or equivalent, covering premises operations, fire damage, independent contractors, products and completed operations, blanket contractual liability,personal injury,and advertising liability with minimum limits as follows: a. $1,000,000 each occurrence; b. $1,000,000 general aggregate; c. $1,000,000 products and completed operations aggregate; and d. $50,000 any one fire. If any aggregate limit is reduced below$1,000,000 because of claims made or paid, Subcontractor shall immediately obtain additional insurance to restore the full aggregate limit and furnish to Contractor a certificate or other document satisfactory to Contractor showing compliance with this provision. iii. Protected Health Information Insurance Liability insurance covering all loss of Protected Health Information data and claims based upon alleged violations ofprivacy rights through improper use or disclosure of Protected Health Information with minimum limits as follows: a. $1,000,000 each occurrence; and b. $2,000,000 general aggregate. Page 11 of 27 iv. Automobile Liability Automobile Liability Insurance covering any auto (including owned, hired and non-owned autos) with a minimum limit of$1,000,000 each accident combined single limit. v. Professional Liability Insurance Professional Liability Insurance covering any damages caused by an error, omission or any negligent acts with minimum limits as follows: a. $1,000,000 each occurrence; and b. $1,000,000 general aggregate. vi. Crime Insurance Crime Insurance including Employee Dishonesty coverage with minimum limits as follows: a. $1,000,000 each occurrence; and b. $1,000,000 general aggregate. vii. Additional Insured The State shall be named as additional insured on all Commercial General Liability and protected health information insurance policies (leases and construction contracts require additional insured coverage for completed operations on endorsements CG 2010 11/85, CG 2037, or equivalent) required of Contractor and any Subcontractors hereunder. viii. Primacy of Coverage Coverage required of Contractor and Subcontractor shall be primary over any insurance or self-insurance program carried by Contractor or the State. ix. Cancellation The above insurance policies shall include provisions preventing cancellation or non-renewal without at least 30 days prior notice to Contractor and Contractor shall forward such notice to the State in accordance with §16 (Notices and Representatives) within seven days of Contractor's receipt of such notice. x. Subrogation Waiver All insurance policies in any way related to this Contract and secured and maintained by Contractor or its Subcontractors as required herein shall include clauses stating that each carrier shall waive all rights of recovery, under subrogation or otherwise,against Contractor or the State, its agencies, institutions, organizations, officers, agents, employees,and volunteers. C. Certificates Contractor and all Subcontractors shall provide certificates showing insurance coverage required hereunder to the State within seven (7) business days of the Effective Date of this Contract.No later than fifteen(I 5)days prior to the expiration date of any such coverage, Contractor and each Subcontractor shall deliver to the Page 12 of 27 State or Contractor certificates of insurance evidencing renewals thereof. In addition, upon request by the State at any other time during the term of this Contract or any subcontract, Contractor and each Subcontractor shall, within ten (10) days of such request,supply to the State evidence satisfactory to the State of compliance with the provisions of this §13. 14. BREACH A. Defined In addition to any breaches specified in other sections of this Contract, the failure of the Contractor to perform any of its material obligations hereunder in whole or in part or in a timely or satisfactory manner, constitutes a breach. The institution of proceedings under any bankruptcy, insolvency,reorganization or similar law,by or against Contractor,or the appointment of a receiver or similar officer for Contractor or any of its property, which is not vacated or fully stayed within twenty(20)days after the institution or occurrence thereof, shall also constitute a breach. B. Notice and Cure Period In the event of a breach, the State shall notify the Contractor of such in writing in the manner provided in §16. If such breach is not cured within ten (10) days of receipt of written notice, the State may exercise any of the remedies set forth in §15. Notwithstanding anything to the contrary herein, the State, in its sole discretion, need not provide advance notice or a cure period and may immediately terminate this Contract in whole or in part if reasonably necessary to preserve public safety or to prevent immediate public crisis. 15. REMEDIES A. Termination for Cause and/or Breach If Contractor is in breach under any provision of this Contract,the State shall have all of the remedies listed in this §15 in addition to all other remedies set forth in other sections of this Contract, and without limiting its remedies otherwise available at law or equity, following the notice and cure period set forth in §14.B. Remedies are cumulative and the State may exercise any or all of the remedies available to it, in its sole discretion, concurrently or consecutively. The State may terminate this entire Contract or any part of this Contract. Exercise by the State of this right shall not be a breach of its obligations hereunder. i. Obligations and Rights To the extent specified in any termination notice,Contractor shall not incur further obligations or render further performance hereunder past the effective date of such notice, and shall terminate outstanding orders and subcontracts with third parties. However, Contractor shall complete and deliver to the State all Work, Services and Goods not cancelled by the termination notice. Contractor shall continue performance of this Contract up to the effective date of the termination. To the extent the Contract is not terminated, if any, Contractor shall continue performance until the Page 13 of 27 expiration of this Contract. At the sole discretion of the State, Contractor shall assign to the State all of Contractor's right, title, and interest under such terminated orders or subcontracts. Upon termination, Contractor shall take timely, reasonable and necessary action to protect and preserve property in the possession of Contractor in which the State has an interest. All materials owned by the State in the possession of Contractor shall be immediately returned to the State. All Work Product, at the option of the State, shall be delivered by Contractor to the State and shall become the State's property. The Contractor shall be obligated to return any payment advanced under the provisions of this Contract. ii. Payments The State shall reimburse Contractor only for accepted performance up to the effective date of the termination. If, after termination by the State, it is determined that Contractor was not in breach or that Contractor's action or inaction was excusable, such termination shall be treated as a termination in the public interest and the rights and obligations of the Parties shall be the same as if this Contract had been terminated in the public interest, as described herein. iii. Damages and Withholding Notwithstanding any other remedial action by the State, Contractor shall remain liable to the State for any damages sustained by the State by virtue of any breach under this Contract by Contractor and the State may withhold any payment to Contractor for the purpose of mitigating the State's damages, until such time as the exact amount of damages due to the State from Contractor is determined. The State may withhold any amount that may be due Contractor as the State deems necessary to protect the State against loss, including loss as a result of outstanding liens,claims of former lien holders, or for the excess costs incurred in procuring similar goods or services. Contractor shall be liable for excess costs incurred by the State in procuring from third parties replacement Work, Services or substitute Goods as cover. B. Early Termination in the Public Interest The State is entering into this Contract for the purpose of carrying out the public policy of the State of Colorado,as determined by its Governor,General Assembly, and/or courts. If this Contract ceases to further the public policy of the State, the State, in its sole discretion, may terminate this Contract, in whole or in part. Exercise by the State of this right shall not constitute a breach of the State's obligations hereunder. This subsection shall not apply to a termination of this Contract by the State for cause or breach by Contractor, which shall be governed by §15.A or as otherwise specifically provided for herein. i. Method and Content The State shall notify Contractor of such termination in accordance with §16. The notice shall specify the effective date of the termination, which Page 14 of 27 shall be at least twenty (20) days, and whether it affects all or a portion of this Contract. ii. Obligations and Rights Upon receipt of a termination notice, Contractor shall be subject to and comply with the same obligations and rights set forth in §15.A.i. iii. Payments If this Contract is terminated by the State pursuant to this§15.B,Contractor shall be paid an amount which bears the same ratio to the total reimbursement under this Contract as Contractor's obligations that were satisfactorily performed bear to the total obligations set forth in this Contract, less payments previously made. Additionally, if this Contract is less than 60% completed upon the effective date of such termination, the State may reimburse Contractor for a portion of actual out-of-pocket expenses (not otherwise reimbursed under this Contract) incurred by Contractor prior to the effective date of the termination in the public interest which are directly attributable to the uncompleted portion of Contractor's obligations hereunder; provided that the sum of any and all reimbursement shall not exceed the maximum amount payable to Contractor hereunder. C. Additional Remedies The State, in its sole discretion,may exercise one or more of the following remedies in addition to other remedies available to it: Suspend Performance Suspend Contractor's performance with respect to all or any portion of this Contract pending necessary corrective action as specified by the State without entitling Contractor to an adjustment in price/cost or performance schedule. Contractor shall promptly cease performance of such portions of the contract. ii. Withhold Payment Withhold payment to Contractor until Contractor's performance or corrections in Contractor's performance are satisfactorily made and completed. iii. Deny/Reduce Payment Deny payment for those obligations not performed in conformance with Contract requirements,that due to Contractor's actions or inactions, cannot be performed or, if performed, would be of no value to the State; provided, that any denial or reduction of payment shall be reasonably related to the value to the State of the obligations not performed. iv. Removal Notwithstanding any other provision herein, the State may demand immediate removal from work under this Contract of any of Contractor's Page 15 of 27 employees, agents, or Subcontractors whom the State deems incompetent, careless, insubordinate, unsuitable, or otherwise unacceptable, or whose continued relation to this Contract is deemed to be contrary to the public interest or the State's best interest. v. Intellectual Property If Contractor infringes on a patent, copyright, trademark, trade secret or other intellectual property right while performing its obligations under this Contract, Contractor shall, at the State's option: a. Obtain for the State or Contractor the right to use such products and services; b. Replace any Goods, Services, or other product involved with non- infringing products or modify them so that they become non- infringing; or, c. If neither of the foregoing alternatives are reasonably available, remove any infringing Goods, Services, or products and refund the price paid therefore to the State. 16. NOTICES AND REPRESENTATIVES Each individual identified below is the principal representative of the designating Party. All notices required to be given hereunder shall be hand delivered with receipt required or sent by certified or registered mail to such Party's principal representative at the address set forth below. In addition to, but not in lieu of, a hard-copy notice, notice also may be sent by e-mail to the e-mail addresses, if any, set forth below. Either Party may from time to time designate by written notice substitute addresses or persons to whom such notices shall be sent. Unless otherwise provided herein, all notices shall be effective upon receipt. For the State: Kathy Cebuhar Department of Health Care Policy and Financing 1570 Grant Street Denver,Colorado 80203 Kathy.Cebuhar@state.co.us For the Contractor: ADRC Region 2B Weld County Area Agency on Aging Eva Jewell 315 C. N. 11th Ave Greely, Colorado 80631 17. RIGHTS IN DATA, DOCUMENTS,AND COMPUTER SOFTWARE Any software, research, reports, studies, data, photographs, negatives or other documents, drawings, models, materials, or Work Product of any type, including drafts, prepared by Contractor in the performance of its obligations under this Contract shall be the exclusive property of the State, and all Work Product shall be delivered to the State by Contractor upon completion or termination hereof. The State's exclusive rights in such Wok Product shall include,but not be limited to,the right to copy, publish, display,transfer,and prepare Page 16 of 27 derivative works. Contractor shall not use, willingly allow, cause or permit such Work Product to be used for any purpose other than the performance of Contractor's obligations hereunder without the prior written consent of the State. 18. GOVERNMENTAL IMMUNITY Liability for claims for injuries to persons or property arising from the negligence of the parties, their departments, institutions, agencies, boards, officials, and employees, is controlled and limited by the provisions of the Colorado Governmental Immunity Act,CRS §24-10-101, et seq., and the risk management statutes, CRS §24-30-1501, et seq., as now or hereafter amended. 19. GENERAL PROVISIONS A. Assignment and Subcontracts Contractor's rights and obligations hereunder are personal and may not be transferred, assigned or subcontracted without the prior, written consent of the State. Any attempt at assignment, transfer or subcontracting without such consent shall be void. All assignments, subcontracts, or Subcontractors approved by the Contractor or the State are subject to all of the provisions hereof. Contractor shall be solely responsible for all of the Work performed under this Contract, regardless of whether Subcontractors are used and for all aspects of subcontracting arrangements and performance. Copies of any and all subcontracts entered into by Contractor to perform its obligations hereunder shall be in writing and submitted to the State upon request. Any and all subcontracts entered into by Contractor related to its performance hereunder shall require the Subcontractor to perform in accordance with the terms and conditions of this Contract and to comply with all applicable federal and state laws.Any and all subcontracts shall include a provision that such subcontracts are governed by the laws of the State of Colorado. B. Binding Effect Except as otherwise provided in §19.A, all provisions herein contained, including the benefits and burdens,shall extend to and be binding upon the Parties' respective heirs, legal representatives, successors, and assigns. C. Captions The captions and headings in this Contract are for convenience of reference only, and shall not be used to interpret, define, or limit its provisions. D. Counterparts This Contract may be executed in multiple identical original counterparts, all of which shall constitute one agreement. Page 17 of 27 E. Entire Understanding This Contract represents the complete integration of all understandings between the Parties regarding the Work and all prior representations and understandings,oral or written,related to the Work are merged herein.Prior or contemporaneous additions, deletions, or other changes hereto shall not have any force or effect whatsoever, unless embodied herein. F. Jurisdiction and Venue All suits or actions related to this Contract shall be filed and proceedings held in the State of Colorado and exclusive venue shall be in the City and County of Denver. G. Modification i. By the Parties Except as specifically provided in this Contract, modifications of this Contract shall not be effective unless agreed to in writing by the Parties in an amendment to this Contract, properly executed and approved in accordance with applicable Colorado State law and State Fiscal Rules. Modifications permitted under this Contract, other than contract amendments, shall conform to the policies of the Office of the State Controller, including, but not limited to, the policy entitled MODIFICATIONS OF CONTRACTS - TOOLS AND FORMS. ii. By Operation of Law This Contract is subject to such modifications as may be required by changes in Federal or Colorado State law, or their implementing regulations. Any such required modification automatically shall be incorporated into and be part of this Contract on the effective date of such change, as if fully set forth herein. H. Order of Precedence The provisions of this Contract shall govern the relationship of the State and Contractor. In the event of conflicts or inconsistencies between this Contract and its exhibits and attachments, including, but not limited to, those provided by Contractor, such conflicts or inconsistencies shall be resolved by reference to the documents in the following order of priority: i. Colorado Special Provisions ii. HIPAA Business Associate Addendum iii. The provisions of the main body of this Contract iv. Exhibit A, Statement of Work v. Exhibit B, Rates vi. Exhibit C, Sample Option Letter vii. Exhibit D, CMS-R-0235 Addendum Page 18 of 27 Severability Provided this Contract can be executed and performance of the obligations of the Parties accomplished within its intent, the provisions hereof are severable and any provision that is declared invalid or becomes inoperable for any reason shall not affect the validity of any other provision hereof. J. Survival of Certain Contract Terms Notwithstanding anything herein to the contrary, provisions of this Contract requiring continued performance, compliance, or effect after termination hereof, shall survive such termination and shall be enforceable by the State if Contractor fails to perform or comply as required. K. Taxes The State is exempt from all federal excise taxes under IRC Chapter 32 (No. 84- 730123K) and from all State and local government sales and use taxes under CRS §§39-26-101 and 201,et seq. Such exemptions apply when materials are purchased or services are rendered to benefit the State; provided, however, that certain political subdivisions (e.g., City of Denver) may require payment of sales or use taxes even though the product or service is provided to the State. Contractor shall be solely liable for paying such taxes as the State is prohibited from paying or reimbursing Contractor for such taxes. L. Third Party Beneficiaries Enforcement of this Contract and all rights and obligations hereunder are reserved solely to the Parties. Any services or benefits which third parties receive as a result of this Contract are incidental to the Contract,and do not create any rights for such third parties. M. Waiver Waiver of any breach under a term, provision, or requirement of this Contract, or any right or remedy hereunder, whether explicitly or by lack of enforcement, shall not be construed or deemed as a waiver of any subsequent breach of such term, provision or requirement, or of any other term, provision, or requirement. N. CORA Disclosure To the extent not prohibited by federal law, this Contract and the performance measures and standards under CRS §24-103.5-101, if any, are subject to public release through the Colorado Open Records Act, CRS §24-72-101, et seq. 20. ADDITIONAL GENERAL PROVISIONS A. Compliance with Applicable Law The Contractor shall at all times during the execution of this Contract strictly adhere to, and comply with, all applicable federal and state laws, and their implementing regulations, as they currently exist and may hereafter be amended, which are incorporated herein by this reference as terms and conditions of this Contract. The Contractor shall also require compliance with these statutes and regulations in Page 19 of 27 subcontracts and subgrants permitted under this contract. The federal laws and regulations include: Age Discrimination Act of 1975,as amended 42 U.S.C. 6101, et seq. Age Discrimination in Employment Act of 1967 29 U.S.C.621-634 Americans with Disabilities Act of 1990(ADA) 42 U.S.C. 12101,et seq. Clean Air Act 42 U.S.C. 7401,et seq. Equal Employment Opportunity E.O. 11246, as amended by E.O. 11375,amending E.O. 11246 and as supplemented by 41 C.F.R. Part 60 Equal Pay Act of 1963 29 U.S.C.206(d) Federal Water Pollution Control Act,as amended 33 U.S.C. 1251, et seq. Immigration Reform and Control Act of 1986 8 U.S.C. 1324b Section 504 of the Rehabilitation Act of 1973,as 29 U.S.C. 794 amended Title VI of the Civil Rights Act of 1964,as amended 42 U.S.C.2000d, et seq. Title VII of the Civil Rights Act of 1964 42 U.S.C. 2000e Title IX of the Education Amendments of 1972,as 20 U.S.C. 1681 amended State laws include: Civil Rights Division Section 24-34-301,CRS,et seq. The Contractor also shall comply with any and all laws and regulations prohibiting discrimination in the specific program(s) which is/are the subject of this Contract. In consideration of and for the purpose of obtaining any and all federal and/or state financial assistance, the Contractor makes the following assurances, upon which the State relies. i. The Contractor will not discriminate against any person on the basis of race, color, national origin, age, sex, religion or handicap, including Acquired Immune Deficiency Syndrome (AIDS) or AIDS-related conditions, in performance of Work under this Contract. ii. At all times during the performance of this Contract, no qualified individual with a disability shall, by reason of such disability, be excluded from participation in, or denied benefits of the service, programs, or activities performed by the Contractor, or be subjected to any discrimination by the Contractor. Page 20 of 27 The Contractor shall take all necessary affirmative steps, as required by 45 C.F.R. 92.36(e), Colorado Executive Order and Procurement Rules, to assure that small and minority businesses and women's business enterprises are used,when possible, as sources of supplies, equipment, construction, and services purchased under this Contract. B. Federal Audit Provisions Office of Management and Budget (OMB) Circular No. A-133, Audits of States, Local Governments, and Non-Profit Organizations, defines audit requirements under the Single Audit Act of 1996 (Public Law 104-156). All state and local governments and non-profit organizations expending$500,000.00 or more from all sources (direct or from pass-through entities) are required to comply with the provisions of Circular No. A-133. The Circular also requires pass-through entities to monitor the activities of subrecipients and ensure that subrecipients meet the audit requirements. To identify its pass-through responsibilities, the State of Colorado requires all subrecipients to notify the State when expected or actual expenditures of federal assistance from all sources equal or exceed $500,000.00. C. Debarment and Suspension i. If this is a covered transaction or the Contract amount exceeds$100,000.00, the Contractor certifies to the best of its knowledge and belief that it and its principals and Subcontractors are not presently debarred, suspended, proposed for debarment,declared ineligible, or voluntarily excluded by any Federal department or agency. ii. This certification is a material representation of fact upon which reliance was placed when the State determined to enter into this transaction. If it is later determined that the Contractor knowingly rendered an erroneous certification, in addition to other remedies available at law or by contract, the State may terminate this Contract for default. iii. The Contractor shall provide immediate written notice to the State if it has been debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded by any Federal department or agency. iv. The terms "covered transaction," "debarment," "suspension," "ineligible," "lower tier covered transaction," "principal," and "voluntarily excluded," as used in this paragraph, have the meanings set out in 2 C.F.R. Parts 180 and 376. v. The Contractor agrees that it will include this certification in all lower tier covered transactions and subcontracts that exceed$100,000.00. D. Force Majeure Neither the Contractor nor the State shall be liable to the other for any delay in, or failure of performance of, any covenant or promise contained in this Contract, nor shall any delay or failure constitute default or give rise to any liability for damages if, and only to the extent that, such delay or failure is caused by "force majeure." As used in this Contract, "force majeure" means acts of God; acts of the public Page 21 of 27 enemy;acts of the state and any governmental entity in its sovereign or contractual capacity; fires; floods; epidemics; quarantine restrictions; strikes or other labor disputes; freight embargoes; or unusually severe weather. E. Disputes Except as herein specifically provided otherwise, disputes concerning the performance of this Contract which cannot be resolved by the designated Contract representatives shall be referred in writing to a senior departmental management staff designated by the State and a senior manager designated by the Contractor. Failing resolution at that level, disputes shall be presented in writing to the Executive Director of the State and the Contractor's Chief Executive Officer for resolution. This process is not intended to supersede any other process for the resolution of controversies provided by law. F. Lobbying Contractor certifies, to the best of his or her knowledge and belief,that: i. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract,the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative Contract,and the extension,continuation,renewal,amendment, or modification of any Federal contract, grant, loan, or cooperative Contract. ii. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an office or employee of any agency, a Member of Congress, an office or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract,grant, loan,or cooperative Contract, the undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions. iii. The undersigned shall require that the language of this certification be included in the award documents for all sub awards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative Contracts)and that all subrecipients shall certify and disclose accordingly. iv. This certification is a material representation of fact upon which reliance was placed when the transaction was made or entered into. Submission of the certification is a requisite for making or entering into transaction imposed by Section 1352,Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000.00 and not more than$100,000.00 for each such failure. THE REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK Page 22 of 27 21. COLORADO SPECIAL PROVISIONS The Special Provisions apply to all contracts except where noted in italics. A. CONTROLLER'S APPROVAL. CRS§24-30-202(1).This contract shall not be valid until it has been approved by the Colorado State Controller or designee. B. FUND AVAILABILITY. CRS §24-30-202(5.5). Financial obligations of the State payable after the current fiscal year are contingent upon funds for that purpose being appropriated, budgeted, and otherwise made available. C. INDEPENDENT CONTRACTOR.Contractor shall perform its duties hereunder as an independent contractor and not as an employee. Neither Contractor nor any agent or employee of Contractor shall be deemed to be an agent or employee of the State. Contractor and its employees and agents are not entitled to unemployment insurance or workers compensation benefits through the State and the State shall not pay for or otherwise provide such coverage for Contractor or any of its agents or employees. Unemployment insurance benefits will be available to Contractor and its employees and agents only if such coverage is made available by Contractor or a third party.Contractor shall pay when due all applicable employment taxes and income taxes and local head taxes incurred pursuant to this contract. Contractor shall not have authorization,express or implied,to bind the State to any agreement, liability or understanding, except as expressly set forth herein. Contractor shall (a) provide and keep in force workers'compensation and unemployment compensation insurance in the amounts required by law,(b)provide proof thereof when requested by the State, and (c) be solely responsible for its acts and those of its employees and agents. D. 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. E. CHOICE OF LAW. Colorado law, and rules and regulations issued pursuant thereto, shall be applied in the interpretation, execution, and enforcement of this contract. Any provision included or incorporated herein by reference which conflicts with said laws,rules,and regulations shall be null and void.Any provision incorporated herein by reference which purports to negate this or any other Special Provision in whole or in part shall not be valid or enforceable or available in any action at law, whether by way of complaint, defense, or otherwise. Any provision rendered null and void by the operation of this provision shall not invalidate the remainder of this contract,to the extent capable of execution. F. SOFTWARE PIRACY PROHIBITION. Governor's Executive Order D 002 00. State or other public funds payable under this contract shall not be used for the acquisition, operation, or maintenance of computer software in violation of federal copyright laws or applicable licensing restrictions. Contractor hereby certifies and warrants that, during the term of this contract and any extensions, Contractor has and shall maintain in place appropriate systems and controls to prevent such improper use of public funds. If the State determines that Contractor is in violation Rule 3-I,Issued by the Office of the State Controller Page 23 of 27 Date Revised: 1/1/09 1' of this provision, the State may exercise any remedy available at law or in equity or under this contract, including, without limitation, immediate termination of this contract and any remedy consistent with federal copyright laws or applicable licensing restrictions. G. EMPLOYEE FINANCIAL INTEREST/CONFLICT OF INTEREST. CRS §§24-18-201 and 24-50-507. The signatories aver that to their knowledge, no employee of the State has any personal or beneficial interest whatsoever in the service or property described in this contract. Contractor has no interest and shall not acquire any interest, direct or indirect, that would conflict in any manner or degree with the performance of Contractor's services and Contractor shall not employ any person having such known interests. Rule 3-I,Issued by the Office of the State Controller Page 24 of 27 Date Revised: 1/1/09 Contract Routing Number 2015001865 SIGNATURE PAGE THE PARTIES HERETO HAVE EXECUTED THIS CONTRACT * Persons signing for Contractor hereby swear and affirm that they are authorized to act on Contractor's behalf and acknowledge that the State is relying on their representations to that effect. CONTRACTOR STATE OF COLORADO Aging and Disability Resources for Colorado John W. Hickenlooper, Governor (ADRC) Region 2B Weld County Area Agency on Department of Health Care Polic . d Financing Aging FA,d Vs ot i p...I i irl;I I 0.1 a TO /41U- "--U..'-- Susan E. Birch, MBA, BSN, RN *Signature Executive Director MAR 3 0 2015 Signatory avers to the State Controller or delegate that Date: Contractor has not begun performance or that a Statutory Violation waiver has been requested under Fiscal Rules By: Mike Freeman Age_t ( till Name of Authorized Individual Date: Pro—Tem, Board of Weld Title: County Commissioners LEGAL REVIEW Official Title of Authorized Individual John W. Suthers, Attorney General By: \'//'\ Signature- Assistant Attorney General Date: ALL CONTRACTS REQUIRE APPROVAL BY THE STATE CONTROLLER CRS§24-30-202 requires the State Controller to approve all State Contracts.This Contract is not valid until signed and dated below by the State Controller or delegate. Contractor is not authorized to begin performance until such time. If Contractor begins performing prior thereto,the State of Colorado is not obligated to pay Contractor for such performance or for any goods and/or services provided hereunder. ST E CONTROLLER a J M►McBrr'mott, CPA By: Oit110 Department of alth 575Y15 eicynand Financing Date: Page 25 of 25 adis-Oesi ATTES :, dam / W Jeilio;gi BOARD OF COUNTY COMMISSIONERS Weld ' oyl/n Clerk to the :oar• WELD COUNTY, COLORADO 4h BY: � � ,t s�� ?m ,,,k Deputy C rk to the toa y« y � Mike Freeman, Pro-Tern M 0 2O i 1861 ty ti AR 3 5 APPROVED AS TO F - APPROVED AS TO SUBSTANCE: ‘,././ ( I / Controller `= Elected Ot icial or D partmef t Head APPROVED AS TO FORM: N( Tq ,p Director of General Services County Attorney aor5-083i HIPAA BUSINESS ASSOCIATE ADDENDUM This Business Associate Addendum ("Addendum") is part of the Contract between the State of Colorado, Department of Health Care Policy and Financing and the Contractor. For purposes of this Addendum, the State is referred to as "Department", "Covered Entity" or"CE" and the Contractor is referred to as "Associate". Unless the context clearly requires a distinction between the Contract document and this Addendum,all references herein to"the Contract"or"this Contract" include this Addendum. RECITALS A. CE wishes to disclose certain information to Associate pursuant to the terms of the Contract, some of which may constitute Protected Health Information ("PHI") (defined below). B. CE and Associate intend to protect the privacy and provide for the security of PHI disclosed to Associate pursuant to this Contract in compliance with the Health Insurance Portability and Accountability Act of 1996, 42 U.S.C. §1320d— 1320d-8 ("HIPAA") as amended by the American Recovery and Reinvestment Act of 2009("ARRA")/HITECH Act(P.L. 111- 005),and its implementing regulations promulgated by the U.S. Department of Health and Human Services, 45 C.F.R. Parts 160, 162 and 164 (the "HIPAA Rules") and other applicable laws, as amended. C. As part of the HIPAA Rules,the CE is required to enter into a contract containing specific requirements with Associate prior to the disclosure of PHI, as set forth in, but not limited to, Title 45, Sections 160.103, 164.502(e) and 164.504(e) of the Code of Federal Regulations ("C.F.R.")and contained in this Addendum. The parties agree as follows: 1. Definitions. a. Except as otherwise defined herein, capitalized terms in this Addendum shall have the definitions set forth in the HIPAA Rules at 45 C.F.R. Parts 160, 162 and 164, as amended. In the event of any conflict between the mandatory provisions of the HIPAA Rules and the provisions of this Contract, the HIPAA Rules shall control. Where the provisions of this Contract differ from those mandated by the HIPAA Rules, but are nonetheless permitted by the H1PAA Rules, the provisions of this Contract shall control. b. "Protected Health Information" or "PHI" means any information, whether oral or recorded in any form or medium: (i) that relates to the past, present or future physical or mental condition of an individual; the provision of health care to an individual; or the past, present or future payment for the provision of health care to an individual; and (ii) that identifies the individual or with respect to which there is a reasonable basis to believe the information can be used to identify the individual, and shall have the meaning given to such term under the HIPAA Rules, including, but not limited to, 45 C.F.R. Section 164.501. HCPF HIPAA BA Page 1 of 8 c. "Protected Information" shall mean PHI provided by CE to Associate or created, received, maintained or transmitted by Associate on CE's behalf. To the extent Associate is a covered entity under HIPAA and creates or obtains its own PHI for treatment, payment and health care operations, Protected Information under this Contract does not include any PHI created or obtained by Associate as a covered entity and Associate shall follow its own policies and procedures for accounting, access and amendment of Associate's PHI. d. "Subcontractor" shall mean a third party to whom Associate delegates a function, activity, or service that involves CE's Protected Information, in order to carry out the responsibilities of this Agreement. 2. Obligations of Associate. a. Permitted Uses. Associate shall not use Protected Information except for the purpose of performing Associate's obligations under this Contract and as permitted under this Addendum. Further, Associate shall not use Protected Information in any manner that would constitute a violation of the HIPAA Rules if so used by CE, except that Associate may use Protected Information: (i)for the proper management and administration of Associate;(ii)to carry out the legal responsibilities of Associate; or (iii) for Data Aggregation purposes for the Health Care Operations of CE. Additional provisions, if any, governing permitted uses of Protected Information are set forth in Attachment A to this Addendum. Associate agrees to defend and indemnify the Department against third party claims arising from Associate's breach of this Addendum. b. Permitted Disclosures. Associate shall not disclose Protected Information in any manner that would constitute a violation of the HIPAA Rules if disclosed by CE, except that Associate may disclose Protected Information: (i) in a manner permitted pursuant to this Contract; (ii) for the proper management and administration of Associate; (iii) as required by law; (iv) for Data Aggregation purposes for the Health Care Operations of CE;or(v)to report violations of law to appropriate federal or state authorities, consistent with 45 C.F.R. Section 164.502(j)(1). To the extent that Associate discloses Protected Information to a third party Subcontractor, Associate must obtain, prior to making any such disclosure: (i) reasonable assurances through execution of a written agreement with such third party that such Protected Information will be held confidential as provided pursuant to this Addendum and only disclosed as required by law or for the purposes for which it was disclosed to such third party;and that such third party will notify Associate within five(5)business days of any breaches of confidentiality of the Protected Information,to the extent it has obtained knowledge of such breach. Additional provisions, if any, governing permitted disclosures of Protected Information are set forth in Attachment A. c. Appropriate Safeguards. Associate shall implement appropriate safeguards as are necessary to prevent the use or disclosure of Protected Information other than as permitted by this Contract. Associate shall comply with the requirements of the HIPAA Security Rule, at 45 C.F.R. Sections 164.308, 164.310, 164.312, and 164.316. Associate shall maintain a comprehensive written information privacy and security program that includes administrative, technical and physical safeguards appropriate to the size and complexity of the Associate's operations and the nature and scope of its activities. Associate shall review, modify,and update documentation of its HCPF HIPAA IIA Page 2 of 8 safeguards as needed to ensure continued provision of reasonable and appropriate protection of Protected Information. d. Reporting of Improper Use or Disclosure. Associate shall report to CE in writing any use or disclosure of Protected Information other than as provided for by this Contract within five(5) business days of becoming aware of such use or disclosure. e. Associate's Agents. If Associate uses one or more Subcontractors or agents to provide services under the Contract, and such Subcontractors or agents receive or have access to Protected Information, each Subcontractor or agent shall sign an agreement with Associate containing substantially the same provisions as this Addendum and further identifying CE as a third party beneficiary with rights of enforcement and indemnification from such Subcontractors or agents in the event of any violation of such Subcontractor or agent agreement. The agreement between the Associate and Subcontractor or agent shall ensure that the Subcontractor or agent agrees to at least the same restrictions and conditions that apply to Associate with respect to such Protected Information. Associate shall implement and maintain sanctions against agents and Subcontractors that violate such restrictions and conditions and shall mitigate the effects of any such violation. f. Access to Protected Information. If Associate maintains Protected Information contained within CE's Designated Record Set, Associate shall make Protected Information maintained by Associate or its agents or Subcontractors in such Designated Record Sets available to CE for inspection and copying within ten (10)business days of a request by CE to enable CE to fulfill its obligations to permit individual access to PHI under the HIPAA Rules, including, but not limited to, 45 C.F.R. Section 164.524. If such Protected Information is maintained by Associate in an electronic form or format, Associate must make such Protected Information available to CE in a mutually agreed upon electronic form or format. g. Amendment of PHI. If Associate maintains Protected Information contained within CE's Designated Record Set, Associate or its agents or Subcontractors shall make such Protected Information available to CE for amendment within ten (10) business days of receipt of a request from CE for an amendment of Protected Information or a record about an individual contained in a Designated Record Set, and shall incorporate any such amendment to enable CE to fulfill its obligations with respect to requests by individuals to amend their PHI under the HIPAA Rules, including,but not limited to,45 C.F.R. Section 164.526. If any individual requests an amendment of Protected Information directly from Associate or its agents or Subcontractors, Associate must notify CE in writing within five (5) business days of receipt of the request. Any denial of amendment of Protected Information maintained by Associate or its agents or Subcontractors shall be the responsibility of CE. h. Accounting Rights.Associate and its agents or Subcontractors shall make available to CE, within ten (10) business days of notice by CE, the information required to provide an accounting of disclosures to enable CE to fulfill its obligations under the HIPAA Rules, including, but not limited to, 45 C.F.R. Section 164.528. In the event that the request for an accounting is delivered directly to Associate or its agents or Subcontractors, Associate shall within five (5) business days of the receipt of the request, forward it to CE in writing. It shall be CE's HCPF HIPAA BA Page 3 of 8 responsibility to prepare and deliver any such accounting requested. Associate shall not disclose any Protected Information except as set forth in Section 2(b)of this Addendum. i. Governmental Access to Records. Associate shall keep records and make its internal practices, books and records relating to the use and disclosure of Protected Information available to the Secretary of the U.S. Department of Health and Human Services(the"Secretary"), in a time and manner designated by the Secretary,for purposes of determining CE's or Associate's compliance with the HIPAA Rules. Associate shall provide to CE a copy of any Protected Information that Associate provides to the Secretary concurrently with providing such Protected Information to the Secretary when the Secretary is investigating CE. Associate shall cooperate with the Secretary if the Secretary undertakes an investigation or compliance review of Associate's policies, procedures or practices to determine whether Associate is complying with the HIPAA Rules, and permit access by the Secretary during normal business hours to its facilities, books, records, accounts, and other sources of information, including Protected Information, that are pertinent to ascertaining compliance. j. Minimum Necessary. Associate (and its agents or Subcontractors) shall only request, use and disclose the minimum amount of Protected Information necessary to accomplish the purpose of the request, use or disclosure, in accordance with the Minimum Necessary requirements of the HIPAA Rules including, but not limited to,45 C.F.R. Sections 164.502(b)and 164.514(d). k. Data Ownership. Associate acknowledges that Associate has no ownership rights with respect to the Protected Information. I. Retention of Protected Information. Except upon termination of the Contract as provided in Section 4(c)of this Addendum,Associate and its Subcontractors or agents shall retain all Protected Information throughout the term of this Contract and shall continue to maintain the information required under Section 2(h) of this Addendum for a period of six(6)years. m. Associate's Insurance.Associate shall maintain insurance to cover loss of PHI data and claims based upon alleged violations of privacy rights through improper use or disclosure of PHI. All such policies shall meet or exceed the minimum insurance requirements of the Contract (e.g., occurrence basis, combined single dollar limits, annual aggregate dollar limits, additional insured status and notice of cancellation). n. Notification of Breach. During the term of this Contract, Associate shall notify CE within five (5) business days of any suspected or actual breach of security, intrusion or unauthorized use or disclosure of Protected Information and/or any actual or suspected use or disclosure of data in violation of any applicable federal or state laws or regulations. Associate shall not initiate notification to affected individuals per the HIPAA Rules without prior notification and approval of CE. Information provided to CE 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. Associate shall take (i) prompt corrective action to cure any such deficiencies and (ii) any action pertaining to such unauthorized disclosure required by applicable federal and state laws and regulations. HCPF HIPAA BA Page 4 of 8 o. Audits, Inspection and Enforcement. Within ten (10) business days of a written request by CE,Associate and its agents or Subcontractors shall allow CE to conduct a reasonable inspection of the facilities, systems, books, records, agreements, policies and procedures relating to the use or disclosure of Protected Information pursuant to this Addendum for the purpose of determining whether Associate has complied with this Addendum; provided, however, that: (i) Associate and CE shall mutually agree in advance upon the scope,timing and location of such an inspection; and (ii) CE shall protect the confidentiality of all confidential and proprietary information of Associate to which CE has access during the course of such inspection. The fact that CE inspects, or fails to inspect, or has the right to inspect, Associate's facilities, systems, books,records,agreements,policies and procedures does not relieve Associate of its responsibility to comply with this Addendum, nor does CE's (i) failure to detect or(ii) detection, but failure to notify Associate or require Associate's remediation of any unsatisfactory practices, constitute acceptance of such practice or a waiver of CE's enforcement rights under the Contract. p. Safeguards During Transmission. Associate shall be responsible for using appropriate safeguards, including encryption of PHI, to maintain and ensure the confidentiality, integrity and security of Protected Information transmitted to CE pursuant to the Contract, in accordance with the standards and requirements of the HIPAA Rules. q. Restrictions and Confidential Communications. Within ten (10) business days of notice by CE of a restriction upon uses or disclosures or request for confidential communications pursuant to 45 C.F.R. Section 164.522, Associate will restrict the use or disclosure of an individual's Protected Information. Associate will not respond directly to an individual's requests to restrict the use or disclosure of Protected Information or to send all communication of Protected Information to an alternate address.Associate will refer such requests to the CE so that the CE can coordinate and prepare a timely response to the requesting individual and provide direction to Associate. 3. Obligations of CE. a. Safeguards During Transmission. CE shall be responsible for using appropriate safeguards, including encryption of PHI, to maintain and ensure the confidentiality, integrity and security of Protected Information transmitted pursuant to this Contract, in accordance with the standards and requirements of the HIPAA Rules. b. Notice of Changes. CE maintains a copy of its Notice of Privacy Practices on its website. CE shall provide Associate with any changes in, or revocation of, permission to use or disclose Protected Information, to the extent that it may affect Associate's permitted or required uses or disclosures. To the extent that it may affect Associate's permitted use or disclosure of PHI, CE shall notify Associate of any restriction on the use or disclosure of Protected Information that CE has agreed to in accordance with 45 C.F.R. Section 164.522. 4. Termination. a. Material Breach. In addition to any other provisions in the Contract regarding breach, a breach by Associate of any provision of this Addendum, as determined by CE, shall HCPF HIPAA BA Page 5 of 8 constitute a material breach of this Contract and shall provide grounds for immediate termination of this Contract by CE pursuant to the provisions of the Contract covering termination for cause, if any.If the Contract contains no express provisions regarding termination for cause,the following terms and conditions shall apply: (1) Default. If Associate refuses or fails to timely perform any of the provisions of this Contract, CE may notify Associate in writing of the non-performance, and if not promptly corrected within the time specified, CE may terminate this Contract. Associate shall continue performance of this Contract to the extent it is not terminated and shall be liable for excess costs incurred in procuring similar goods or services elsewhere. (2) Associate's Duties. Notwithstanding termination of this Contract, and subject to any directions from CE, Associate shall take timely, reasonable and necessary action to protect and preserve property in the possession of Associate in which CE has an interest. b. Reasonable Steps to Cure Breach. If CE knows of a pattern of activity or practice of Associate that constitutes a material breach or violation of the Associate's obligations under the provisions of this Addendum or another arrangement, then CE shall take reasonable steps to cure such breach or end such violation. If CE's efforts to cure such breach or end such violation are unsuccessful, CE shall terminate the Contract, if feasible. If Associate knows of a pattern of activity or practice of a Subcontractor or agent that constitutes a material breach or violation of the Subcontractor's or agent's obligations under the written agreement between Associate and the Subcontractor or agent, Associate shall take reasonable steps to cure such breach or end such violation, if feasible. c. Effect of Termination. (1) Except as provided in paragraph (2)of this subsection, upon termination of this Contract, for any reason, Associate shall return or destroy all Protected Information that Associate or its agents or Subcontractors still maintain in any form, and shall retain no copies of such Protected Information. If Associate elects to destroy the Protected Information, Associate shall certify in writing to CE that such Protected Information has been destroyed. (2) If Associate believes that returning or destroying the Protected Information is not feasible, Associate shall promptly provide CE notice of the conditions making return or destruction infeasible. Associate shall continue to extend the protections of Sections 2(a), 2(b), 2(c), 2(d) and 2(e)of this Addendum to such Protected Information, and shall limit further use of such PHI to those purposes that make the return or destruction of such PHI infeasible. 5. Injunctive Relief. CE shall have the right to injunctive and other equitable and legal relief against Associate or any of its Subcontractors or agents in the event of any use or disclosure of Protected Information in violation of this Contract or applicable law. 6. No Waiver of Immunity. No term or condition of this Contract shall be construed or interpreted as a waiver, express or implied, of any of the immunities, rights, benefits, protection, or other provisions of the Colorado Governmental Immunity Act, CRS 24-10-101 et seq. or the HCPF IIIPAA BA Page 6 of 8 Federal Tort Claims Act, 28 U.S.C. 2671 et seq. as applicable, as now in effect or hereafter amended. 7. Limitation of Liability. Any limitation of Associate's liability in the Contract shall be inapplicable to the terms and conditions of this Addendum. 8. Disclaimer. CE makes no warranty or representation that compliance by Associate with this Contract or the HIPAA Rules will be adequate or satisfactory for Associate's own purposes. Associate is solely responsible for all decisions made by Associate regarding the safeguarding of PHI. 9. Certification. To the extent that CE determines an examination is necessary in order to comply with CE's legal obligations pursuant to the HIPAA Rules relating to certification of its security practices, CE or its authorized agents or contractors, may, at CE's expense, examine Associate's facilities, systems, procedures and records as may be necessary for such agents or contractors to certify to CE the extent to which Associate's security safeguards comply with the HIPAA Rules or this Addendum. 10. Amendment. a. Amendment to Comply with Law. The parties acknowledge that state and federal laws relating to data security and privacy are rapidly evolving and that amendment of this Addendum may be required to provide for procedures to ensure compliance with such developments. The parties specifically agree to take such action as is necessary to implement the standards and requirements of the HIPAA Rules and other applicable laws relating to the confidentiality, integrity, availability and security of PHI. The parties understand and agree that CE must receive satisfactory written assurance from Associate that Associate will adequately safeguard all Protected Information and that it is Associate's responsibility to receive satisfactory written assurances from Associate's Subcontractors and agents. Upon the request of either party, the other party agrees to promptly enter into negotiations concerning the terms of an amendment to this Addendum embodying written assurances consistent with the standards and requirements of the HIPAA Rules or other applicable laws. CE may terminate this Contract upon thirty (30) days written notice in the event (i) Associate does not promptly enter into negotiations to amend this Contract when requested by CE pursuant to this Section, or(ii) Associate does not enter into an amendment to this Contract providing assurances regarding the safeguarding of PHI that CE, in its sole discretion, deems sufficient to satisfy the standards and requirements of the HIPAA Rules. b. Amendment of Attachment A. Attachment A may be modified or amended by mutual agreement of the parties in writing from time to time without formal amendment of this Addendum. 11. Assistance in Litigation or Administrative Proceedings. Associate shall make itself, and any Subcontractors, employees or agents assisting Associate in the performance of its obligations under the Contract, available to CE, at no cost to CE, up to a maximum of thirty (30) hours, to testify as witnesses, or otherwise, in the event of litigation or administrative proceedings being HCPF HIPAA BA Page 7 of 8 commenced against CE, its directors, officers or employees based upon a claimed violation of the HIPAA Rules or other laws relating to security and privacy or PHI, in which the actions of Associate are at issue, except where Associate or its Subcontractor, employee or agent is a named adverse party. 12. No Third Party Beneficiaries. Nothing express or implied in this Contract is intended to confer, nor shall anything herein confer, upon any person other than CE, Associate and their respective successors or assigns, any rights, remedies, obligations or liabilities whatsoever. 13. Interpretation and Order of Precedence. The provisions of this Addendum shall prevail over any provisions in the Contract that may conflict or appear inconsistent with any provision in this Addendum. Together, the Contract and this Addendum shall be interpreted as broadly as necessary to implement and comply with the HIPAA Rules. The parties agree that any ambiguity in this Contract shall be resolved in favor of a meaning that complies and is consistent with the HIPAA Rules. This Contract supersedes and replaces any previous separately executed HIPAA addendum between the parties. 14. Survival of Certain Contract Terms. Notwithstanding anything herein to the contrary, Associate's obligations under Section 4(c) ("Effect of Termination") and Section 12 ("No Third Party Beneficiaries") shall survive termination of this Contract and shall be enforceable by CE as provided herein in the event of such failure to perform or comply by the Associate.This Addendum shall remain in effect during the term of the Contract including any extensions. HCPF HIPAA BA Page 8 of 8 1 ATTACHMENT A This Attachment sets forth additional terms to the HIPAA Business Associate Addendum, which is part of the Contract between the State of Colorado, Department of Health Care Policy and Financing and the Contractor and is effective as of the date of the Contract (the "Attachment Effective Date"). This Attachment may be amended from time to time as provided in Section 10(b)of the Addendum. 1. Additional Permitted Uses. In addition to those purposes set forth in Section 2(a) of the Addendum, Associate may use Protected Information as follows: No additional permitted uses. 2. Additional Permitted Disclosures. In addition to those purposes set forth in Section 2(b) of the Addendum, Associate may disclose Protected Information as follows: No additional permitted disclosures. 3. Subcontractor(s). The parties acknowledge that the following subcontractors or agents of Associate shall receive Protected Information in the course of assisting Associate in the performance of its obligations under this Contract: No subcontractors. 4. Receipt. Associate's receipt of Protected Information pursuant to this Contract shall be deemed to occur as follows and Associate's obligations under the Addendum shall commence with respect to such PHI upon such receipt: Upon receipt of PHI from the Department. 5. Additional Restrictions on Use of Data. CE is a Business Associate of certain other Covered Entities and, pursuant to such obligations of CE, Associate shall comply with the following restrictions on the use and disclosure of Protected Information: No additional restrictions. 6. Additional Terms. [Section may include specifications for disclosure format, method of transmission, use of an intermediary, use of digital signatures or PKI, authentication, additional security or privacy specifications, de-identification/re-identification of data, etc.]: No additional terms. HCPF HIPAA BA,Attachment A Page 1 of 1 Revised 8/12 Contract Routing Number 2015001865 EXHIBIT A, STATEMENT OF WORK 1. CONTRACTOR'S GENERAL REQUIREMENTS 1.1. Deliverables 1.1.1. All deliverables shall meet Department-approved format and content requirements. The Department will specify the number of copies and media for each deliverable. 1.1.2. Each deliverable will follow the deliverable submission process as follows: 1.1.2.1. The Contractor shall submit each deliverable to the Department for review and approval. 1.1.2.2. The Department will review the deliverable and may direct the Contractor to make changes to the deliverable. The Contractor shall make all changes within five (5) Business Days following the Department's direction to make the change unless the Department provides a longer period in writing. 1.1.2.2.1. Changes the Department may direct include, but are not limited to, modifying portions of the deliverable, requiring new pages or portions of the deliverable, requiring resubmission of the deliverable or requiring inclusion of information that was left out of the deliverable. 1.1.2.2.2. The Department may also direct the Contractor to provide clarification or provide a walkthrough of each deliverable to assist the Department in its review. The Contractor shall provide the clarification or walkthrough as directed by the Department. 1.1.2.3. Once the Department has received an acceptable version of the deliverable, including all changes directed by the Department, the Department will notify the Contractor of its acceptance of the deliverable in writing. A deliverable shall not be deemed accepted prior to the Department's notice to the Contractor of its acceptance of that deliverable. 1.1.3. The Contractor shall employ an internal quality control process to ensure that all deliverables, documents and calculations are complete, accurate, easy to understand and of high quality. The Contractor shall provide deliverables that, at a minimum, are responsive to the specific requirements for that deliverable, organized into a logical order, contain no spelling or grammatical errors, are formatted uniformly and contain accurate information and correct calculations. The Contractor shall retain all draft and marked-up documents and checklists utilized in reviewing deliverables for reference as directed by the Department. 1.1.4. In the event that any due date for a deliverable falls on a day that is not a Business Day, then the due date shall be automatically extended to the next Business Day, unless otherwise directed by the Department. 1.1.5. All due dates or timelines that reference a period of days, months or quarters shall be measured in calendar days, months and quarters unless specifically stated as being measured in Business Days or otherwise. All times stated in the Contract shall be lixhibil A Page 1 of 10 considered to be in Mountain Time, adjusted for Daylight Saving Time as appropriate, unless specifically stated otherwise. 1.1.6. No deliverable, report, data, procedure or system created by the Contractor for the Department that is necessary to fulfilling the Contractor's responsibilities under the Contract, as determined by the Department, shall be considered proprietary. 1.1.7. If any deliverable contains ongoing responsibilities or requirements for the Contractor, such as deliverables that are plans, policies or procedures, then the Contractor shall comply with all requirements of the most recently approved version of that deliverable. The Contractor shall not implement any version of any such deliverable prior to receipt of the Department's written approval of that version of that deliverable. Once a version of any deliverable described in this subsection is approved by the Department, all requirements, milestones and other deliverables contained within that deliverable shall be considered to be requirements, milestones and deliverables of this Contract. 1.1.7.1. Any deliverable described as an update of another deliverable shall be considered a version of the original deliverable for the purposes of this subsection. 1.2. Stated Deliverables and Performance Standards 1.2.1. Any section within this Statement of Work headed with or including the term "DELIVERABLE" or "PERFORMANCE STANDARD" is intended to highlight a deliverable or performance standard contained in this Statement of Work and provide a clear due date for deliverables. The sections with these headings are not intended to expand or limit the requirements or responsibilities related to any deliverable or performance standard. 1 .3. Communication Requirements 1.3.1. Communication Requirements with the Department 1.3.1.1. The Contractor shall enable all Contractor staff to exchange documents and electronic files with the Department staff in compatible formats. The Department currently uses Microsoft Office 2013 for PC. If the Contractor uses a compatible program that is not Microsoft Office 2013 for PC, then the Contractor shall ensure that all documents or files delivered to the Department are completely transferrable and reviewable, without error, on the Department's systems. 1.4. Transmittal Process 1.4.1. The Department will use a transmittal process to provide the Contractor with official direction within the scope of the Contract. The Contractor shall comply with all direction contained within a completed transmittal. For a transmittal to be considered complete, it shall include, at a minimum, all of the following: 1.4.1.1. The date the transmittal will be effective. I.4.I.2. Direction to the Contractor regarding performance under the Contract. 1.4.1.3. A due date or timeline by which the Contractor shall comply with the direction contained in the transmittal. Exhibit A Page 2 of 10 1.4.1.4. The signature of the Department employee who has been designated to sign transmittals. 1.4.2. The Department will provide the Contractor with the name of the person it has designated to sign transmittals on behalf of the Department, who will be the Department's primary designee. The Department will also provide the Contractor with a list of backups who may sign a transmittal on behalf of the Department if the primary designee is unavailable. The Department may change any of its designees from time to time by providing notice to the Contractor through a transmittal. 1.4.3. The Department may deliver a completed transmittal to the Contractor in hard copy,as a scanned attachment to an email or through a dedicated communication system, if such a system is available. 1.4.4. If the Contractor receives conflicting transmittals, the Contractor shall contact the Department's primary designee, or backup designees if the primary designee is unavailable, to obtain direction. If the Department does not provide direction otherwise, then the transmittal with the latest effective date shall control. 1.4.5. In the event that the Contractor receives direction from the Department outside of the transmittal process, it shall contact the Department's primary designee, or backup designees if the primary designee is unavailable,and have the Department confirm that direction through a transmittal prior to complying with that direction. 1.4.6. Transmittals may not be used in place of an amendment, and may not, under any circumstances be used to modify the term of the Contract or any compensation under the Contract. 1.4.7. The Parties shall retain all transmittals for reference and shall provide copies of any transmittals upon request. 1.5. Data Use Addendum 1.5.1. The Contractor shall agree to and provide signatures for CMS-R-0235a, Data Use Agreement Addendum to receive MDS identifiable data to support Options Counseling and referral Services as described in Exhibit D. The Contractor shall ensure that all Subcontractors agree to and provide signatures for CMS-R-0235a, Data Use Agreement Addendum. 2. PERSONNEL AND MEETING REQUIREMENTS 2.1. Department Staff 2.1.1. Department Staff from both the Department of Human Services (DHS) and the Department of Health Care Policy and Financing (HCPF) will coordinate communications with the Contractor's Aging and Disability Resources for Colorado (ADRC)staff, including staff from a sub-contracted Independent Living Center(ILC), to ensure proper uniformity with the project. 2.2. Meeting Requirements 2.2.1. The Contractor shall attend monthly CCT transition meetings for Transition Coordinators (TCs), Case Managers (CMs,), Option Counselors and Ombudsman scheduled by the Department to coordinate and plan referral and transition activities Exhibit A Page 3 of 10 and to discuss processes impacting clients,consumers and long term care facility staff. The Contractor shall ensure that it provides all necessary attendees as requested by the Department for these meetings, including, but not limited to, the ADRC site, Case Management Agencies (CMAs), Transition Coordination Agencies (TCAs) and sub- contracted ILCs. 2.2.2. The Contractor's ADRC site,CMAs, ILCs and TCAs shall work to establish a standard meeting schedule based on the local needs of the Contractor. 2.2.3. The Contractor's ADRC site, sub-contracted ILCs, CMAs, and TCAs may meet regularly outside of the scheduled monthly meeting at the Contractor's discretion for the purposes of coordinating efforts and resolving issues at a local level. 3. DEPARTMENT SUPPORT AND RESPONSIBILITIES 3.1. The Department will financially support the infrastructure of the ADRC network to enable it to conduct outreach activities to inform local stakeholders and the general public about Colorado Choice Transitions (CCT) and other transition services, to respond to all Minimum Data Set (MDS) Section Q referrals and provide options counseling to nursing home residents in the ADRC coverage area. 3.2. The Department will designate ADRC sites as the Local Contact Agencies (LCAs)_ 3.3. The Department will inform all nursing facilities and transition coordinators in the coverage area that the ADRC in the Contractor's coverage area shall serve as the LCA. 3.4. The Department will make available an online MDS Section Q training for Options Counselors, nursing facility staff and transition coordinators. 3.5. The Department will provide ongoing technical assistance regarding outreach activities and the referral and transition processes to the ADRC sites, sub-contracted ILCs, TCAs, and CMAs through monthly CCT transitions meetings and technical assistance calls. 3.6. The Department shall make available relevant MDS data to the Contractor to support ADRC planning and activities in response to Section Q referrals. 4. ADRC COVERAGE AREA 4.1. The ADRC sites shall manage all referrals locally from nursing homes in the following counties: Weld. 5. ADRC OUTREACH RESPONSIBILITIES 5.1. ADRC sites shall develop and submit a Regional Outreach Plan to the Department for review. 5.1.1. The Regional Outreach Plan shall include all of the following: 5.1.1.1. An outline of the Contractor's proposed efforts to increase referrals for options counseling and community transitions. The Contractor may include any outreach activity approved by the Department. The Department will provide a list of potential outreach activities to the Contractor. 5.1.1.2. All performance standards, timelines and milestones the Contractor will meet related to regional outreach as well as any deliverables the Contractor will submit. Exhibit A Page 4 of 10 5.1.2. The Contractor shall deliver the Regional Outreach Plan to the Department for review and approval. 5.1.2.1. DELIVERABLE: Regional Outreach Plan 5.1.2.2. DUE: Sixty(60)days after the Effective Date. 5.2. The Contractor's ADRC sites shall conduct outreach efforts in accordance to the Department approved Regional Outreach Plan. 5.2.1. Target audiences for outreach activities shall include, but are not limited to: 5.2.1.1. Potential Clients; 5.2.1.2. Families/Guardians; 5.2.1.3. Nursing Facility Staff; 5.2.1.4. Housing Authorities; 5.2.1.5. Landlords; and 5.2.1.6. General members of the public. 5.2.2. The Contractor shall provide ongoing Section Q outreach, training and education to nursing facility staff and transition coordination agencies. 6. OPTIONS COUNSELING RESPONSIBILITIES 6.1. The Contractor shall provide options counseling following the requirements included in this section. 6.2. The Contractor's ADRC site staff shall use options counseling standards identified in the ADRC Policy and Procedure Manual provided by the Department,to facilitate the Section Q referral process and referrals to CCT. 6.2.1. The Contractor shall use the ADRC Policy and Procedure Manual to determine the minimum qualifications for options counseling for ADRC staff and sub-contractors. 6.3. The Contractor's ADRC staff shall provide options counseling to the following groups: 6.3.1. Residents using Medicaid referred through the Section Q process; 6.3.2. Residents using Medicaid referred through self-referrals; 6.3.3. Residents using Medicaid referred through the nursing facility but not the Section Q process; and 6.3.4. Residents using Medicaid referred through service providers, advocates and/or family members. 6.4. The Contractor and all Subcontractors shall assign a staff member as an Options Counselor for residents. All Options Counselors shall be assigned by January], 2015. 6.5. The Contractor's ADRC staff Options Counselors shall meet the referred residents in the resident's nursing home within ten (10)working days of the referral. 6.6. The Contractor shall make the referral to a Subcontractor, when applicable, within two (2) business days after receiving the client referral for options counseling. Exhibit A Page 5 of 10 6.7. The Contractor shall ensure that the Subcontractor responds to the referred resident in the resident's nursing facility within eight (8) working days after receiving the referral from the Contractor. 6.8. The Options Counselors shall counsel residents enrolled in a Medicaid program and who wish to transition to the community. 6.8.1. The residents shall have the choice of any of the following programs through Medicaid: 6.8.1.1. A traditional home and community based waiver program (l-ICBS). 6.8.1.2. Program for All-inclusive Care for the Elderly (PACE),where available. 6.8.1.3. CCT. 6.9. The Options Counselor shall, for those residents interested in CCT, explain the program and complete the Informed Consent Form,as provided by the Department,with the resident client or their legal guardian. 6.10. The Options Counselor shall always make a referral to a local transition coordination agency if the Medicaid client wishes to proceed with the transition process. 6.10.1. The Options Counselor shall not screen out a client for transition services. 6.10.2. The Options Counselor shall inform the client of the available TCAs and Intensive Case Management (ICM) Agencies in the local area that can work with the client to determine if a transition is feasible and allow the client to choose an agency. 6.10.3. The Options Counselor shall leave the appropriate contact information of the chosen TCA for each client or designated person. 6.10.4. The Options Counselor shall make a referral to a local TCA by sending the following forms, which are provided by the Department, immediately to a local TCA of the client's choosing immediately upon signature: 6.10.4.1. Completed Options Counseling Referral Information Form; 6.10.4.2. Completed Informed Consent Form (if client meets the eligibility criteria and has chosen CCT); and 6.10.4.3. Options Counseling Assessment. 6.10.5. The Options Counselor shall send a completed Informed Consent Form and Options Counseling Assessment to the Department's CCT Community Liaison immediately upon signature by the client. 6.10.6. In the case that client is not an eligible candidate for CCT or Community Transition Services through Medicaid, the Options Counselor shall inform him or her of their alternative options, and make proper referrals based on the client's status. 6.10.7. The Contractor shall ensure that one hundred percent (100%) of residents referred through Section Q receive options counseling. 6.10.8. The Contractor and its Subcontractors shall ensure that one hundred percent(100%)of options counseling provided follow national and state standards for option counseling. Exhibit A Page 6 of 10 6.10.9. The Contractor shall ensure that one hundred percent (100%) of Colorado Choice Transitions (CCT) eligible residents who desire to continue with transitioning are referred to a local TCA. 6.10.10. The Contractor shall ensure that the ADRC site participates in a statewide monthly CCT technical assistance conference call to problem solve common issues and share best practices in the referral and transition process. 6.10.11. The Contractor shall ensure that the ADRC site attends county-level CCT meetings to improve the candidate identification, referral and transition functions and to problem solve local or client specific issues with the referral transition process. 6.10.12. If the resources are available to the Contractor, the selected ADRC site shall establish a referral relationship with local agencies serving veterans. This relationship structure shall be subject to Department approval. 7. REGIONAL TRANSITION COMMITTEE DEVELOPMENT 7.1. The Contractor shall convene and facilitate a Regional Transition Committee (RTC) to support community transitions by identifying transition barriers and develop methods for mitigating barriers and planning outreach activities and coordinating efforts between agencies. 7.2. The Contractor shall establish or assume responsibility for a RTC within ninety (90)days of the Effective Date. 7.3. The Department shall provide ADRC Directors with training and resources for convening and maintaining a RTC. 7.4. RTCs shall prepare a Strategy Plan to support the transition goals of the region. 7.4.1. DELIVERABLE: RTC Strategy Plan 7.4.2. DUE: within ninety (90) days following the Effective Date 7.5. RTCs shall submit a quarterly RTC status report, on the progress of goals identified in the Strategy Plan to the Department. 7.5.1. DELIVERABLE: Quarterly RTC Status Report 7.5.2. DUE: within the timeframes described in section 9 of this Contract. 7.6. RTC Membership shall include, but is not limited to, representatives from the following perspectives: 7.6.1. ADRC Site; 7.6.2. Clients/Families; 7.6.3. Community Centered Boards; 7.6.4. Community Providers; 7.6.5. Landlords; 7.6.6. Local Housing Authorities; 7.6.7. Nursing Facilities; Exhibit A Page 7 of 10 7.6.8. Ombudsmen; 7.6.9. Single Entry Points; and 7.6.10. Transition Coordination Agencies. 7.7. The Contractor shall provide a report documenting their efforts to recruit RTC members from the groups listed in section 7.6 the ADRC and submit it to the Department as part of the Quarterly RTC Status Reports.This report shall include the following: 7.7.1. List of community partners contacted 7.7.2. Method of contact(phone call, meeting,email) 7.7.3. List of newly recruited members 7.7.4. Summary of communication 7.7.5. Reason community partner(s)declined to participate 8. SUB-CONTRACT WITH ILCS 8.1. The Contractor may subcontract with an ILC to support outreach activities and options counseling to nursing home residents if an ILC is established in the Contractor's coverage area. 8.2. If the Contractor subcontracts with an ILC, the ILC shall provide options counseling in accordance with the established ADRC policies and procedures and state standards. 8.3. The Contractor shall include the ILC performance data in the required reports identified in 9.0. 8.4. In the event that an ILC does not wish to subcontract with the Contractor, the Contractor shall provide documentation indicating that the ILC has opted out. 8.5. The Contractor shall inform the Department if the Contractor establishes a subcontract with an 1LC. 8.6. The Contractor may earn an administrative rate for each calendar quarter in which the Contractor subcontracts with an ILC. For the purposes of this rate, the Contractor shall be considered to have contracted with an ILC during the quarter if the Contractor has subcontracted with the ILC for the entire quarter. The Contractor shall provide a copy of the subcontract to the Department. 8.7. Written notification of termination of a subcontract shall be provided to the Department ten (10)working days prior to the contract termination unless the Department allows for a shorter period in writing. 8.7.1. PERFORMANCE STANDARD: Subcontracted with an ILC during the calendar quarter. 9. REPORTING 9.1. The Contractor shall complete all reports in this section using the forms and formats provided by the Department. Exhibit A Page 8 of 10 9.2. Monthly referral logs shall be completed and submitted the 15th of each month and report the previous month's activity. 9.3. The following reports are due on a quarterly basis: 9.3.1. ADRC Data report; 9.3.2. Outreach Report; and 9.3.3. RTC Status Report 9.4. All quarterly reports are due no later than fifteen (15) calendar days following the end of the calendar quarter that the report covers. 9.5. All reports are subject to Department approval. 10. COMPENSATION 10.I. The compensation under this Contract shall consist of a fixed quarterly rate and incentive payments as described in Exhibit B, Rates. 10.1.1. The Contractor shall receive a base quarterly rate for each State fiscal quarter. 10.1.1.1. The Contractor may earn a one-time Outreach Incentive in the last quarter of the contract period if the Contractor meets the performance standards contained in the most recently approved Outreach Plan. 10.1.2. Any incentive not earned in 10.1.1.1 during the contract period will be placed into a Statewide Bonus Incentive Pool. At the end of each State Fiscal Year the Department will split the Bonus Incentive Pool amongst the contractors that have met all incentives during that year based on the number of Section Q clients served by the contractor. 10.1.2.1. In the event that the Contractor has met all incentives during a State Fiscal Year, and there is funding available in the Bonus Incentive Pool for that State Fiscal Year, the Department shall pay the Contractor a Bonus Incentive Payment for that State Fiscal Year. 10.1.2.2. The amount of a Bonus Incentive Payment for any State Fiscal Year will be determined by the Department at the Department's sole discretion.The Department may add any amounts for a Bonus Incentive Payment to this Contract through the use of an Option Letter. 10.2. The first payment under this Contract shall coincide with the start of the ADRC CCT Program and the Effective Date of this Contract. 10.3. The contractor shall submit quarterly invoices for payment using the standardized template provided by the Department. 11. PAYMENT 11.1. The Department shall remit payment to the Contractor within forty-five (45) days of the Department's acceptance of the monthly and quarterly reports. Acceptance of an invoice shall not imply the acceptance or sufficiency of any work performed or deliverables submitted to the Department during the month for which the invoice covers or any other month. The Department shall not make any payment on an invoice prior to its acceptance of that invoice. Exhibit A Page 9 of 1 0 11.2. In the event that the Contractor believes that the calculation or determination of any payment is incorrect, the Contractor shall notify the Department of the error within thirty (30) days of receipt of the payment or notification of the determination of the incentive payment, as appropriate. The Department will review the information presented by the Contractor and may make changes based on this review. The determination or calculation that results from the Department's review shall be final. No disputed payment shall be due until after the Department has concluded its review. 11.3. All payments for the final month of the Contract shall be paid to the Contractor no sooner than ten (10) days after the Department has determined that the Contractor has completed all of the requirements of the Contract. Exhibit A Page 10 of 10 Contract Routing Number 2015001865 EXHIBIT B,RATES 1. THE CONTRACTOR SHALL BE PAID AT THE FOLLOWING RATES: 1.1. The Contractor shall be paid at a fixed quarterly rate, contingent upon the delivery to the Department of approved monthly and quarterly reports. The applicable rates are as follows: Contract Year TOTAL SFY 2014-2015 Quarter 1 $6,020.71 Quarter 2 $6,020.71 TOTAL $12,041.42 Exhibit B Page 1 of 1 1 Contract Routing Number XXXXXXXXXX EXHIBIT C,SAMPLE OPTION LETTER Date: Original Contract Routing# Option Letter# Contract Routing# CMS# 1) OPTIONS:Choose all applicable options listed in§1 and in§2 and delete the rest. a. Option to renew only(for an additional term) b.Change in the amount of goods within current term c. Change in amount of goods in conjunction with renewal for additional term d. Level of service change within current term e. Level of service change in conjunction with renewal for additional term f. Option to initiate next phase of a contract 2) REQUIRED PROVISIONS.All Option Letters shall contain the appropriate provisions set forth below: a. For use with Options 1(a-e): In accordance with Section(s) of the Original Contract between the State of Colorado,Department of Health Care Policy and Financing,and Contractor's Name,the State hereby exercises its option for an additional term beginning Insert start date and ending on Insert ending date at a cost/price specified in Section ,AND/OR an increase/decrease in the amount of goods/services at the same rate(s)as specified in Identify the Section,Schedule,Attachment,Exhibit etc. b.For use with Option 1(O,please use the following:In accordance with Section(s) of the Original Contract between the State of Colorado,Department of Health Care Policy and Financing,and Contractor's Name,the State hereby exercises its option to initiate Phase indicate which Phase:2,3,4,etc for the term beginning Insert start date and ending on Insert ending date at the cost/price specified in Section c. For use with all Options 1(a-f):The amount of the current Fiscal Year contract value is increased/decreased by$amount of change to a new contract value of Insert New$Amt to as consideration for services/goods ordered under the contract for the current fiscal year indicate Fiscal Year.The first sentence in Section is hereby modified accordingly.The total contract value including all previous amendments,option letters,etc.is Insert New$Amt. 3) Effective Date.The effective date of this Option Letter is upon approval of the State Controller or whichever is later. STATE OF COLORADO John W.Hickenlooper,GOVERNOR Department of Health Care Policy and Financing By: Insert Name&Title of Person Signing for Agency or IHE Date: ALL CONTRACTS REQUIRE APPROVAL BY THE STATE CONTROLLER CRS§24-30-202 requires the State Controller to approve all State Contracts.This Contract is not valid until signed and dated below by the State Controller or delegate.Contractor is not authorized to begin performance until such time.If Contractor begins performing prior thereto,the State of Colorado is not obligated to pay Contractor for such performance or for any goods and/or services provided hereunder. STATE CONTROLLER David J.McDermott,CPA By: Insert Name of Agency or IHE Delegate-Please delete if contract will be routed to OSC for approval Date: Exhibit C Page 1 of 1 Contract Routing Number 2015001865 EXHIBIT D, CMS- R-0235 ADDE NDUM Exhibit D Cover Page DEPARTMENT OF HEALTH AND HUMAN SERVICES Form Approved CENTERS FOR MEDICARE&MEDICAID SERVICES OMB No.0938-0734 DATA USE AGREEMENT (DUA) ADDENDUM for Data Acquired from the CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) The following individual(s) requests access to CMS data. Their signature(s) attest to their agreement with the terms and conditions defined in the original documentation for Data Use Agreement (DUA) or for new DUA study/project name Part A Requester Custodian Subcontractor Recipient Printed Name btat..'i FLU 50 L') Phone CO �1tJ to I5J- Ext Organization V'\IP,.l Q C.�)� CD .a Ct ' I ct_9 "• b Street Address 3 1 C1V& d1 Pc 3c City V/ ` State CL Zip SCLC3 E-mail (A pi-C,I 1l1'1C vU -Id Lyn/ A NY) 0d/6 PLIkJ Signature (if applicable) Courier name Account number Part B )C Requester Custodian Subcontractor Recipient Printed Name 11lA..kA \ --M(\ k/k/ Phone I i0 34(p (p (06 Ext (.D,--)C0 Organization L).JCi C-DUa'lh I L,t IrItyoti i COY) +1t-,-)013 13 Street Address 31 } Pl1k , �lC� C , 1 b Coe 1 i City t-Tozat State C..0 Zip d? E-mail \At/0(62 Ca UjACtp)•COl/] Signature c -�k .; q ,.. ��' ki3. 1 (if J `� applicable) Courier name Account number Contracting Officer Representative (COR)/Govern-ment Task Lead (GTL) or CMS Privacy Staff Printed Name Signature Organization Please send as an email attachment to DataUseAgreement@cros.hhs.gov,and see our website at www.cros.gov/privacy According to the Paperwork Reduction Act of 1995,no persons are required to respond to a collection of information unless it displays a valid OMB control number.The valid OMB control number For this information collection is 0938-0734.The time required to complete this information collection is estimated to average 10 minutes per response,including the time to review instructions,search existing data resources,gather the data needed,and complete and review the information collection.If you have comments concerning the accuracy of the time estimate(s)or suggestions for improving this form,please write to:CMS,7500 Security Boulevard,Attn:PRA Reports Clearance Officer,Mail Stop C4-26-05,Baltimore,Md.21244-1850. Form CMS-R-0235A(06/12) Hello