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HomeMy WebLinkAboutGM Lab Consulting LLC-Laboratory Director Services_A-22-312.pdf COU Y Count of Fresno Hall of Records, Room 301 2281 Tulare Street Fresno,California Board of Supervisors 93721-2198 O� 1$5 0 Telephone:(559)600-3529 PRE't) Minute Order Toll Free: 1-800-742-1011 www.co.fresno.ca.us July 12, 2022 Present: 5- Supervisor Steve Brandau, Supervisor Nathan Magsig, Supervisor Buddy Mendes, Chairman Brian Pacheco, and Vice Chairman Sal Quintero Agenda No. 51. Public Health File ID:22-0703 Re: Make a finding that it is in the best interest of the County to suspend the competitive bidding process consistent with Administrative Policy No. 34 for unusual or extraordinary circumstances as GM Lab Consulting, LLC., is the only provider with specified qualifications and knowledge of the Department of Public Health's Laboratory; and,approve and authorize the Chairman to execute a retroactive Agreement with GM Lab Consulting, LLC.,for laboratory director services, effective July 1,2022, not to exceed five consecutive years,which includes a three-year base contract and two optional one-year extensions, total not to exceed$540,848 APPROVED AS RECOMMENDED Ayes: 5- Brandau, Magsig, Mendes, Pacheco,and Quintero Agreement No.22-312 County of Fresno page 55 co Board Agenda Item 51 O 1$56 O FRESH DATE: July 12, 2022 TO: Board of Supervisors SUBMITTED BY: David Luchini, RN, PHN, Director, Department of Public Health SUBJECT: Retroactive Agreement with GM Lab Consulting, LLC. RECOMMENDED ACTION(S): 1. Make a finding that it is in the best interest of the County to suspend the competitive bidding process consistent with Administrative Policy No. 34 for unusual or extraordinary circumstances as GM Lab Consulting, LLC., is the only provider with specified qualifications and knowledge of the Department of Public Health's Laboratory; and, 2. Approve and authorize the Chairman to execute a retroactive Agreement with GM Lab Consulting, LLC.,for laboratory director services, effective July 1,2022, not to exceed five consecutive years, which includes a three-year base contract and two optional one-year extensions,total not to exceed $540,848. Approval of the recommended actions will continue laboratory director services for the Department of Public Health's Laboratory (PHL). Approval of the recommended agreement will satisfy the requirement under Clinical Laboratory Improvement Amendments (CLIA), which requires an identified laboratory director. The services will be funded with Health Realignment and grant funds, with no increase in Net County Cost. This item is countywide. ALTERNATIVE ACTION(S): There are no viable alternative actions. Should your Board not approve the recommended actions, PHL would not have an identified laboratory director and would therefore be out of CLIA compliance. This would jeopardize the PHL certification and require ceasing clinical laboratory testing, which is necessary for timely response to communicable disease investigation and bioterrorism testing. SUSPENSION OF COMPETITION/SOLE SOURCE CONTRACT: The Department's request to suspend the competitive bidding process consistent with Administrative Policy No. 34 due to GM Lab Consulting, LLC. (GM) being the only uniquely qualified vendor that can seamlessly provide lab director consultation and representation. GM has a proven history and expertise in the management of the PHL and for the last five years has been the County's contracted provider. The Internal Services Department- Purchasing Division concurs with the Department's request to suspend the competitive bidding process. RETROACTIVE AGREEMENT: Due to preparation for an onsite CLIA visit in mid-April and the deployment of resources to bring critical laboratory testing capability online, the Department was not able to complete processing and finalizing County of Fresno Page 1 File Number:22-0703 File Number:22-0703 contract negotiations to bring the agreement before you Board at an earlier date. FISCAL IMPACT: There is no increase in Net County Cost associated with the recommended actions. The maximum compensation for the recommended agreement is $540,848.Yearly compensation includes a 3% growth factor for four years starting with year two. The recommended agreement will be fully offset with Health Realignment and grant funds. Sufficient appropriations and estimated revenues are included in the Department's Org 5620 FY 2022-23 Recommended Budget and will be included in subsequent budget requests for the duration of the term. DISCUSSION: Pursuant to Title 42 of the Code of Federal Regulations et seq., CLIA certification is required to conduct clinical laboratory testing in the PHL. To retain CLIA certification, the laboratory must have a designated lab director. Under the guidance and auspices of GM, the PHL has completed various milestones while being a major contributor to the COVID-19 public health emergency(COVID-19) response. While the PHL has continued its COVID-19 response, steps to bring new testing assays and certifications to broaden its capabilities were initiated. GM's vision for the PHL continues to align with the Department's goals and expectations. GM's progression as the PHL's lab director will allow the PHL to complete the remaining work that includes onboarding all the tests and training needed to respond to departmental needs. The was completely rebuilt after a flood into a state-of-the-art facility, prepared to respond quickly and efficiently to the needs of the residents of the County. In accordance with the duties and responsibilities of the laboratory director, GM provided extensive consultation and oversight during the rebuild to ensure the following: • Successful certification of the Biosafety Level 3 rooms per Centers for Disease Control and Prevention (CDC)standards; • Completion of CLIA certification as a PHL; • Evaluation and revision of clinical protocols to meet CLIA guidelines; • Recommendations and evaluation of PHL equipment and reagents; • Leveraging of State resources and relationships to improve lab efficiencies and protocols; • Evaluation and consultation on security measures to bring them to current and appropriate standards; • Consultation and assistance to construct a Bioterrorism room to meet current CDC standards; Quarterly evaluation of lab standards and adherence to CLIA provisions; and, • Onboarding of new assays including HIV(human immunodeficiency virus), Tuberculosis, Rabies, Quantiferon, and COVID. With your Board's approval, the Department will continue to utilize GM as the PHL laboratory director. The compensation clause of the agreement was amended to include advance payment each month, which deviates from the County's standard language regarding payment to vendors due to the operating practice of GM while contracting with other counties for similar services. REFERENCE MATERIAL: BAI #45, June 12, 2018 ATTACHMENTS INCLUDED AND/OR ON FILE: On file with Clerk-Agreement with GM Suspension of Competition County of Fresno page 2 File Number.22-0703 File Number:22-0703 CAO ANALYST: Sonia M. De La Rosa County of Fresno Page 3 File Number.22-0703 Agreement No. 22-312 1 AGREEMENT 2 3 THIS AGREEMENT ("Agreement") is made and entered into this 12th day of July, 2022, by and 4 between the COUNTY OF FRESNO, a Political Subdivision of the State of California, hereinafter referred to 5 as "COUNTY", and GM Lab Consulting LLC , an individual, whose address is 700 Cabada Drive, 6 Brentwood, California, 94513, hereinafter referred to as "CONTRACTOR". 7 WITNESSETH: 8 WHEREAS, COUNTY, through its Department of Public Health (DPH), operates a Public Health 9 Laboratory (PHL)which provides both clinical and dairy testing; and 10 WHEREAS, DPH PHL is in need of a Laboratory Director to perform the duties and responsibilities 11 of the Laboratory Director and meets all required qualifications to oversee clinical and dairy testing as well 12 as the COUNTY's DPH Level-B Bioterrorism Laboratory and a Regional Level-2 Laboratory for the State 13 and National Laboratory Response Network (NLRN); and 14 WHEREAS, it is common practice for California counties to utilize an independent contractor to 15 perform the duties and responsibilities of its Laboratory Director; and 16 WHEREAS, CONTRACTOR represents that he has all required qualifications and is willing to 17 provide such services, pursuant to the terms and conditions of this Agreement; and 18 WHEREAS, CONTRACTOR currently provides Laboratory Director services to COUNTY, under 19 Agreement No. A-18-333, which expires June 30, 2022; and 20 WHEREAS, CONTRACTOR and COUNTY have developed this successor Agreement to become 21 effective upon expiration of the existing Agreement; and 22 NOW, THEREFORE, in consideration of the mutual covenants, terms and conditions herein 23 contained, the parties hereto agree as follows: 24 1. OBLIGATIONS OF THE CONTRACTOR 25 A. CONTRACTOR shall meet and maintain the required certifications for Clinical 26 Laboratory Improvement Amendments (CLIA) and all state, federal and local required qualifications 27 throughout the term of this Agreement. 28 -1- 1 B. Under the terms and conditions of this Agreement, CONTRACTOR shall provide 2 services for the DPH PHL, encompassing Laboratory Director activities and oversight as follows: 3 1. Provide general consultation on state and federal CLIA requirements for 4 licensing and assist with preparations for inspections, reviews and 5 applications related to laboratory certifications as required; 6 2. Review of PHL operations, procedures, and protocols to verify compliance 7 with applicable regulations and consult with COUNTY DPH Director of 8 designee (Department designee) regarding findings and 9 recommendations, as needed; 10 3. Evaluate, analyze, and develop of policies, procedures, and reports, as 11 required, to ensure compliance with state and federal requirements; 12 4. Provide consultation on evaluation of a Laboratory Information 13 Management System; 14 5. Provide consultation in organizing the PHL to meet Lean Principles 15 throughout physical work environment and systems of operations; 16 6. Train laboratory staff on laboratory methodologies and techniques, as 17 required; 18 7. May perform the duties of the technical supervisor, clinical consultant, and 19 testing personnel; 20 8. Consult in the event of an emergency in the PHL and/or local emergencies 21 requiring modified of accelerated testing, protocols and/or processes; 22 9. Be accessible to the Department via cell phone, landline phone, pager, 23 email or facsimile 24 hours, 7 days a week during the term of this 24 Agreement. If CONTRACTOR is not available during these time periods, it 25 must be prearranged by Department designee; and 26 10. Perform site visits of PHL to evaluate operations are efficient and 27 compliant with applicable State and Federal regulations. Onsite visits will 28 be coordinated with Department designee. -2- 1 2. TERM 2 The term of this Agreement shall be for a period of three (3)years, commencing on July 1, 2022 3 through and including June 30, 2025. This Agreement may be extended for two (2)additional consecutive 4 twelve (12) month periods upon written approval of both parties before the next period ends. The DPH 5 Director or his or her designee is authorized to execute such written approval on behalf of COUNTY based 6 on CONTRACTOR'S satisfactory performance. 7 3. TERMINATION 8 A. Non-Allocation of Funds--The terms of this Agreement, and the services to be 9 provided hereunder, are contingent on the approval of funds by the appropriating government agency. 10 Should sufficient funds not be allocated, the services provided may be modified, or this Agreement 11 terminated, at any time by giving the CONTRACTOR thirty (30) days advance written notice. 12 B. Breach of Contract-The COUNTY may immediately suspend or terminate this 13 Agreement in whole or in part, where in the determination of the COUNTY there is: 14 1) An illegal or improper use of funds; 15 2) A failure to comply with any term of this Agreement; 16 3) A substantially incorrect or incomplete report submitted to the COUNTY; 17 4) Improperly performed service. 18 In no event shall any payment by the COUNTY constitute a waiver by the COUNTY of any breach 19 of this Agreement or any default which may then exist on the part of the CONTRACTOR. Neither shall such 20 payment impair or prejudice any remedy available to the COUNTY with respect to the breach or default. 21 The COUNTY shall have the right to demand of the CONTRACTOR the repayment to the COUNTY of any 22 funds disbursed to the CONTRACTOR under this Agreement, which in the judgment of the COUNTY were 23 not expended in accordance with the terms of this Agreement. The CONTRACTOR shall promptly refund 24 any such funds upon demand. 25 C. Without Cause - Under circumstances other than those set forth above, this 26 Agreement may be terminated by COUNTY upon the giving of thirty (30)days advance written.notice of an 27 intention to terminate to CONTRACTOR. 28 -3- 1 4. COMPENSATION 2 COUNTY agrees to pay CONTRACTOR and CONTRACTOR agrees to receive 3 compensation as follows: 4 For the period of July 1, 2022 through and including June 30, 2023, Eight Thousand Four 5 Hundred Eighty-Nine and 25/100 Dollars ($8,489.25) per month. In no event shall actual services 6 performed under this Agreement be in excess of One Hundred One Thousand Eight Hundred Seventy-One 7 and 00/100 Dollars ($101,871.00) during the period of July 1, 2022 through and including June 30, 2023 of 8 this Agreement. 9 For the period of July 1, 2023 through and including June 30, 2024, Eight Thousand Seven 10 Hundred Forty-Three and 93/100 Dollars ($8,743.93) per month. In no event shall actual services 11 performed under this Agreement be in excess of One Hundred Four Thousand Nine Hundred TwentySeven 12 and 16/100 Dollars ($104,927.16) during the period of July 1, 2023 through and including June 30, 2024 of 13 this Agreement 14 For the period of July 1, 2024 through and including June 30, 2025, Nine Thousand 15 Six and 25/100 Dollars ($9,006.25) per month. In no event shall actual services performed under this 16 Agreement be in excess of One Hundred Eight Thousand Seventy-Five and 00/100 Dollars ($108,075.00) 17 during the period of July 1, 2024 through and including June 30, 2025 of this Agreement. 18 If the additional year four option is exercised, for the period of July 1, 2025 through June 30,2026, 19 Nine Thousand Two Hundred Seventy-Six and 44/100 Dollars ($9,276.44) per month. In no event shall 20 actual services performed under this Agreement be in excess of One Hundred Eleven Thousand Three 21 Hundred Seventeen and 28/100 Dollars ($111,317.28) during the period of July 1, 2025 through and 22 including June 30, 2026 of this Agreement. 23 If the additional year five option is exercised, for the period of July 1, 2026 through June 30,2027, 24 Nine Thousand Five Hundred Fifty Four and 73/100 Dollars ($9,554.73) per month. In no event shall actual 25 services performed under this Agreement be in excess of One Hundred Fourteen Thousand Three Six 26 . Hundred Fifty Six and 76/100 Dollars ($114,656.76) during the period of July 1, 2026 through and including 27 June 30, 2027 of this Agreement. 28 /// -4- 1 It is understood that all expenses incidental to CONTRACTORS performance of actual services 2 under this Agreement shall be borne by CONTRACTOR. 3 Payments by COUNTY shall be made in advance at the start of the month, for services provided 4 during the current month, invoices will need to be submitted 15 calendar days before the start of the month 5 receipt and verification of CONTRACTOR' invoices by COUNTY's Department of Public Health. If 6 CONTRACTOR should fail to comply with any provision of this Agreement, COUNTY shall be relieved of its 7 obligation for further compensation. 8 If notice is given to terminate this Agreement within the calendar month, the base monthly 9 compensation shall be calculated by the COUNTY on a prorated basis for actual days of service provided 10 by the CONTRACTOR. The CONTRACTOR agrees to receive compensation in accordance with the 11 prorated calculation. 12 5. INDEPENDENT CONTRACTOR: In performance of the work, duties and obligations 13 assumed by CONTRACTOR under this Agreement, it is mutually understood and agreed that 14 CONTRACTOR, including any and all of the CONTRACTOR'S officers, agents, and employees will at all 15 times be acting and performing as an independent contractor, and shall act in an independent capacity and 16 not as an officer, agent, servant, employee,joint venturer, partner, or associate of the COUNTY. 17 Furthermore, COUNTY shall have no right to control or supervise or direct the manner or method by which 18 CONTRACTOR shall perform its work and function. However, COUNTY shall retain the right to administer 19 this Agreement so as to verify that CONTRACTOR is performing its obligations in accordance with the 20 terms and conditions thereof. 21 CONTRACTOR and COUNTY shall comply with all applicable provisions of law and the rules and 22 regulations, if any, of governmental authorities having jurisdiction over matters the subject thereof. 23 Because of its status as an independent contractor, CONTRACTOR shall have absolutely no right 24 to employment rights and benefits available to COUNTY employees. CONTRACTOR shall be solely liable 25 and responsible for providing to, or on behalf of, its employees all legally-required employee benefits. In .26 addition, CONTRACTOR shall be solely responsible and save COUNTY harmless from all matters relating. 27 to payment of CONTRACTOR'S employees, including compliance with Social Security withholding and all 28 other regulations governing such matters. It is acknowledged that during the term of this Agreement, -5- 1 CONTRACTOR may be providing services to others unrelated to the COUNTY or to this Agreement. 2 6. MODIFICATION: Any matters of this Agreement maybe modified from time to time by the 3 written consent of all the parties without, in any way, affecting the remainder. 4 7. NON-ASSIGNMENT: Neither party shall assign, transfer or sub-contract this Agreement nor 5 their rights or duties under this Agreement without the prior written consent of the other party. 6 8. HOLD HARMLESS: CONTRACTOR agrees to indemnify, save, hold harmless, and at 7 COUNTY'S request, defend the COUNTY, its officers, agents, and employees from any and all costs and 8 expenses (including attorney's fees and costs), damages, liabilities, claims, and losses occurring or 9 resulting to COUNTY in connection with the performance, or failure to perform, by CONTRACTOR, its 10 officers, agents, or employees under this Agreement, and from any and all costs and expenses (including 11 attorney's fees and costs), damages, liabilities, claims, and losses occurring or resulting to any person, firm, 12 or corporation who may be injured or damaged by the performance, or failure to perform, of 13 CONTRACTOR, its officers, agents, or employees under this Agreement. 14 The provisions of this Section 9 shall survive termination of this Agreement. 15 9. INSURANCE 16 Without limiting the COUNTY's right to obtain indemnification from CONTRACTOR or any third 17 parties, CONTRACTOR, at its sole expense, shall maintain in full force and effect, the following insurance 18 policies or a program of self-insurance, including but not limited to, an insurance pooling arrangement or 19 Joint Powers Agreement (JPA)throughout the term of the Agreement: 20 A. Commercial General Liability 21 Commercial General Liability Insurance with limits of not less than Two Million Dollars 22 ($2,000,000.00) per occurrence and an annual aggregate of Four Million Dollars ($4,000,000.00). This 23 policy shall be issued on a per occurrence basis. COUNTY may require specific coverages including 24 completed operations, products liability, contractual liability, Explosion-Collapse-Underground, fire legal 25 liability or any other liability insurance deemed necessary because of the nature of this contract. 26 B. Automobile Liability 27 Comprehensive Automobile Liability Insurance with limits of not less than One Million Dollars 28 ($1,000,000.00) per accident for bodily injury and for property damages. Coverage should include any auto -6- 1 used in connection with this Agreement. 2 C. Professional Liability 3 If CONTRACTOR employs licensed professional staff, (e.g., Ph.D., R.N., L.C.S.W., M.F.C.C.) in 4 providing services, Professional Liability Insurance with limits of not less than One Million Dollars 5 ($1,000,000.00) per occurrence, Three Million Dollars ($3,000,000.00) annual aggregate. 6 D. Worker's Compensation 7 A policy of Worker's Compensation insurance as may be required by the California Labor 8 Code. 9 E. Molestation 10 Sexual abuse/ molestation liability insurance with limits of not less than One Million Dollars 11 ($1,000,000.00) per occurrence, Two Million Dollars ($2,000,000.00) annual aggregate. This policy shall be 12 issued on a per occurrence basis. 13 F. Cyber Liability 14 Cyber Liability Insurance, with limits not less than $2,000,000 per occurrence or claim, $2,000,000 15 aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by 16 CONTRACTOR in this Agreement and shall include, but not be limited to, claims involving infringement of 17 intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion 18 of privacy violations, information theft, damage to or destruction of electronic information, release of private 19 information, alteration of electronic information, extortion and network security. The policy shall provide 20 coverage for breach response costs as well as regulatory fines and penalties as well as credit monitoring 21 expenses with limits sufficient to respond to these obligations. 22 Additional Requirements Relating to Insurance 23 CONTRACTOR shall obtain endorsements to the Commercial General Liability insurance naming 24 the County of Fresno, its officers, agents, and employees, individually and collectively, as additional 25 insured, but only insofar as the operations under this Agreement are concerned. Such coverage for 26 additional insured shall apply as primary insurance and any other insurance, or self-insurance, maintained 27 by COUNTY, its officers, agents and employees shall be excess only and not contributing with insurance 28 provided under CONTRACTOR's policies herein. This insurance shall not be cancelled or changed without -7- 1 a minimum of thirty(30) days advance written notice given to COUNTY. 2 CONTRACTOR hereby waives its right to recover from COUNTY, its officers, agents, and 3 employees any amounts paid by the policy of worker's compensation insurance required by this 4 Agreement. CONTRACTOR is solely responsible to obtain any endorsement to such policy that may be 5 necessary to accomplish such waiver of subrogation, but CONTRACTOR's waiver of subrogation under 6 this paragraph is effective whether or not CONTRACTOR obtains such an endorsement. 7 Within Thirty (30) days from the date CONTRACTOR signs and executes this Agreement, 8 CONTRACTOR shall provide certificates of insurance and endorsement as stated above for all of the 9 foregoing policies, as required herein, to the County of Fresno, (Name and Address of the official who will 10 administer this contract), stating that such insurance coverage have been obtained and are in full force; that 11 the County of Fresno, its officers, agents and employees will not be responsible for any premiums on the 12 policies; that for such worker's compensation insurance the CONTRACTOR has waived its right to recover 13 from the COUNTY, its officers, agents, and employees any amounts paid under the insurance policy and 14 that waiver does not invalidate the insurance policy; that such Commercial General Liability insurance 15 names the County of Fresno, its officers, agents and employees, individually and collectively, as additional 16 insured, but only insofar as the operations under this Agreement are concerned; that such coverage for 17 additional insured shall apply as primary insurance and any other insurance, or self-insurance, maintained 18 by COUNTY, its officers, agents and employees, shall be excess only and not contributing with insurance 19 provided under CONTRACTOR's policies herein; and that this insurance shall not be cancelled or changed 20 without a minimum of thirty (30)days advance, written notice given to COUNTY. 21 In the event CONTRACTOR fails to keep in effect at all times insurance coverage as herein 22 provided, the COUNTY may, in addition to other remedies it may have, suspend or terminate this 23 Agreement upon the occurrence of such event. 24 All policies shall be issued by admitted insurers licensed to do business in the State of California, 25 and such insurance shall be purchased from companies possessing a current A.M. Best, Inc. rating of A 26 FSC VII or better. 27 10. STATE ENERGY CONSERVATION: CONTRACTOR must comply with the mandatory 28 standard and policies relating to energy efficiency, which are contained in the State Energy -8- 1 Conservation Plan issued in compliance with 42 United States (US) Code sections 6321, et. seq. 2 11. CLEAN AIR AND WATER: In the event the funding under this Agreement exceeds One 3 Hundred Thousand and No/100 Dollars ($100,000), CONTRACTOR shall comply with all applicable 4 standards, orders or requirements issued under the Clean Air Act contained in 42 U.S. Code 7601 et 5 seq; the Clean Water Act contained in U.S. Code 1368 et seq.; and any standards, laws and 6 regulations, promulgated thereunder. Under these laws and regulations, CONTRACTOR shall assure: 7 A. No facility shall be utilized in the performance of the Agreement that 8 has been listed on the Environmental Protection Agency (EPA) list of 9 Violating on the Facilities; 10 B. COUNTY shall be notified prior to execution of this Agreement of the 11 receipt of any communication from the Director, Office of Federal Activities, 12 U.S. EPA 13 indicating that a facility to be utilized in the performance of this Agreement is under consideration to be 14 listed on the EPA list of Violating Facilities; 15 C. COUNTY and U.S. EPA shall be notified about any known violation of 16 the above laws and regulations; and, 17 D. This assurance shall be included in every nonexempt subgrant, contract, or 18 subcontract. 19 12. AUDITS AND INSPECTIONS: The CONTRACTOR shall at any time during business hours, 20 and as often as the COUNTY may deem necessary, make available to the COUNTY for examination all of 21 its records and data with respect to the matters covered by this Agreement. The CONTRACTOR shall, 22 upon request by the COUNTY, permit the COUNTY to audit and inspect all of such records and data 23 necessary to ensure CONTRACTOR'S compliance with the terms of this Agreement. 24 If this Agreement exceeds ten thousand dollars ($10,000.00), CONTRACTOR shall be subject to 25 the examination and audit of the California State Auditor for a period of three (3)years after final payment 26 under contract(Government Code Section 8546.7). 27 /// 28 /// -9- 1 13. SINGLE AUDIT CLAUSE: 2 A. If CONTRACTOR expends Seven Hundred Fifty Thousand Dollars ($750,000) or 3 more Federal and Federal flow-through monies, CONTRACTOR agrees to conduct an annual audit in 4 accordance with the requirements of the Single Audit Standards as set forth in Office of Management 5 and Budget (OMB) Title 2 of the Code of Federal Regulations, Chapter II, Part 200. CONTRACTOR 6 shall submit said audit and management letter to COUNTY. The audit must include a statement of 7 findings or a statement that there were no findings. If there were negative findings, CONTRACTOR 8 must include a corrective action plan signed by an authorized individual. CONTRACTOR agrees to take 9 action to correct any material non-compliance or weakness found as a result of such audit. Such audit 10 shall be delivered to COUNTY'S DPH Administration for review within nine (9) months of the end of any 11 fiscal year in which funds were expended and/or received for the program. Failure to perform the 12 requisite audit functions as required by this Agreement may result in COUNTY performing the necessary 13 audit tasks, or at the COUNTY'S option, contracting with a public accountant to perform said audit, or, 14 may result in the inability of COUNTY to enter into future agreements with the CONTRACTOR. 15 B. A single audit report is not applicable if all CONTRACTOR'S Federal contracts do 16 not exceed the Seven Hundred Fifty Thousand Dollars ($750,000) requirement or CONTRACTOR'S 17 federal funding is through Drug Medi-Cal. 18 14. HEALTH INSURANCE PORTABILITY AND ACCOUNTABILITY ACT: 19 A. The parties to this Agreement shall be in strict conformance with all applicable 20 Federal and State of California laws and regulations, including but not limited to Sections 5328, 10850, 21 and 14100.2 et seq. of the Welfare and Institutions Code, Sections 2.1 and 431.300 et seq. of Title 42, 22 Code of Federal Regulations (CFR), Section 56 et seq. of the California Civil Code and the Health 23 Insurance Portability and Accountability Act(HIPAA), including but not limited to Section 1320 D et seq. of 24 Title 42, United States Code (USC) and its implementing regulations, including, but not limited to Title 45, 25 CFR, Sections 160, 162, and 164, The Health Information Technology for Economic and Clinical Health 26 Act(HITECH) regarding the confidentiality and security of patient information, and the Genetic Information 27 Nondiscrimination Act (GINA) of 2008 regarding the confidentiality of genetic information. 28 Except as otherwise provided in this Agreement, CONTRACTOR, as a Business -10- 1 Associate of COUNTY, may use or disclose Protected Health Information (PHI)to perform functions, 2 activities or services for or on behalf of COUNTY, as specified in this Agreement, provided that such use 3 or disclosure shall not violate the Health Insurance Portability and Accountability Act (HIPAA), USC 1320d 4 et seq. The uses and disclosures of PHI may not be more expansive than those applicable to COUNTY, 5 as the "Covered Entity" under the HIPAA Privacy Rule (45 CFR 164.500 et seq.), except as authorized for 6 management, administrative or legal responsibilities of the Business Associate. 7 B. CONTRACTOR, including its subcontractors and employees, shall protect, from 8 unauthorized access, use, or disclosure of names and other identifying information, including genetic 9 information, concerning persons receiving services pursuant to this Agreement, except where permitted in 10 order to carry out data aggregation purposes for health care operations [45 CFR Sections 164.504 11 (e)(2)(i), 164.504 (3)(2)(ii)(A), and 164.504 (e)(4)(i)] This pertains to any and all persons receiving services 12 pursuant to a COUNTY funded program. This requirement applies to electronic PHI. CONTRACTOR 13 shall not use such identifying information or genetic information for any purpose other than carrying out 14 CONTRACTOR'S obligations under this Agreement. 15 C. CONTRACTOR, including its subcontractors and employees, shall not disclose any 16 such identifying information or genetic information to any person or entity, except as otherwise specifically 17 permitted by this Agreement, authorized by Subpart E of 45 CFR Part 164 or other law, required by the 18 Secretary, or authorized by the client/patient in writing. In using or disclosing PHI that is permitted by this 19 Agreement or authorized by law, CONTRACTOR shall make reasonable efforts to limit PHI to the 20 minimum necessary to accomplish intended purpose of use, disclosure or request. 21 D. For purposes of the above sections, identifying information shall include, but not be 22 limited to name, identifying number, symbol, or other identifying particular assigned to the individual, such 23 as finger or voice print, or photograph. 24 E. For purposes of the above sections, genetic information shall include genetic tests of 25 family members of an individual or individual, manifestation of disease or disorder of family members of an 26 individual, or any request for or receipt of, genetic services by individual or family members. Family 27 member means a dependent or any person who is first, second, third, or fourth degree relative. 28 F. CONTRACTOR shall provide access, at the request of COUNTY, and in the time -11- 1 and manner designated by COUNTY, to PHI in a designated record set (as defined in 45 CFR Section 2 164.501), to an individual or to COUNTY in order to meet the requirements of 45 CFR Section 164.524 3 regarding access by individuals to their PHI. With respect to individual requests, access shall be 4 provided within thirty (30) days from request. Access may be extended if CONTRACTOR cannot 5 provide access and provides individual with the reasons for the delay and the date when access may 6 be granted. PHI shall be provided in the form and format requested by the individual or COUNTY. 7 CONTRACTOR shall make any amendment(s)to PHI in a designated record set 8 at the request of COUNTY or individual, and in the time and manner designated by COUNTY in 9 accordance with 45 CFR Section 164.526. 10 CONTRACTOR shall provide to COUNTY or to an individual, in a time and 11 manner designated by COUNTY, information collected in accordance with 45 CFR Section 164.528, to 12 permit COUNTY to respond to a request by the individual for an accounting of disclosures of PHI in 13 accordance with 45 CFR Section 164.528. 14 G. CONTRACTOR shall report to COUNTY, in writing, any knowledge or reasonable 15 belief that there has been unauthorized access, viewing, use, disclosure, security incident, or breach of 16 unsecured PHI not permitted by this Agreement of which it becomes aware, immediately and without 17 reasonable delay and in no case later than two (2) business days of discovery. Immediate notification 18 shall be made to COUNTY's Information Security Officer and Privacy Officer and COUNTY's DPH HIPAA 19 Representative, within two (2) business days of discovery. The notification shall include, to the extent 20 possible, the identification of each individual whose unsecured PHI has been, or is reasonably believed to 21 have been, accessed, acquired, used, disclosed, or breached. CONTRACTOR shall take prompt 22 corrective action to cure any deficiencies and any action pertaining to such unauthorized disclosure 23 required by applicable Federal and State Laws and regulations. CONTRACTOR shall investigate such 24 breach and is responsible for all notifications required by law and regulation or deemed necessary by 25 COUNTY and shall provide a written report of the investigation and reporting required to COUNTY's 26, Information Security Officer and Privacy Officer and COUNTY's DPH HIPAA Representative. This written 27 investigation and description of any reporting necessary shall be postmarked within the thirty (30)working 28 days of the discovery of the breach to the addresses below: -12- 1 County of Fresno County of Fresno County of Fresno Dept. of Public Health Dept.of Public Health Information Technology Services 2 HIPAA Representative Privacy Officer Information Security Officer (559)600-6439 (559)600-6405 (559)600-5800 3 P.O. Box 11867 P.O. Box 11867 333 W. Pontiac Way Fresno, CA 93775 Fresno, CA 93775 Clovis, CA 93612 4 5 H. CONTRACTOR shall make their internal practices, books, and records relating to 6 the use and disclosure of PHI received from COUNTY, or created or received by the CONTRACTOR on 7 behalf of COUNTY, in compliance with HIPAA's Privacy Rule, including, but not limited to the 8 requirements set forth in Title 45, CFR, Sections 160 and 164. CONTRACTOR shall make its internal 9 practices, books, and records relating to the use and disclosure of PHI received from COUNTY, or created 10 or received by the CONTRACTOR on behalf of COUNTY, available to the United States Department of 11 Health and Human Services (Secretary) upon demand. 12 CONTRACTOR shall cooperate with the compliance and investigation reviews 13 conducted by the Secretary. PHI access to the Secretary must be provided during the CONTRACTOR'S 14 normal business hours, however, upon exigent circumstances access at any time must be granted. Upon 15 the Secretary's compliance or investigation review, if PHI is unavailable to CONTRACTOR and in 16 possession of a Subcontractor, it must certify efforts to obtain the information to the Secretary. 17 I. Safeguards 18 CONTRACTOR shall implement administrative, physical, and technical safeguards 19 as required by the HIPAA Security Rule, Subpart C of 45 CFR 164, that reasonably and appropriately 20 protect the confidentiality, integrity, and availability of PHI, including electronic PHI, that it creates, 21 receives, maintains or transmits on behalf of COUNTY and to prevent unauthorized access, viewing, use, 22 disclosure, or breach of PHI other than as provided for by this Agreement. CONTRACTOR shall conduct 23 an accurate and thorough assessment of the potential risks and vulnerabilities to the confidential, integrity 24 and availability of electronic PHI. CONTRACTOR shall develop and maintain a written information privacy 25 and security program that includes administrative, technical and physical safeguards appropriate to the 26 size and complexity of CONTRACTOR'S.operations and the nature and scope of its activities. Upon 27 COUNTY's request, CONTRACTOR shall provide COUNTY with information concerning such safeguards. 28 CONTRACTOR shall implement strong access controls and other security -13- 1 safeguards and precautions in order to restrict logical and physical access to confidential, personal (e.g., 2 PHI) or sensitive data to authorized users only. Said safeguards and precautions shall include the 3 following administrative and technical password controls for all systems used to process or store 4 confidential, personal, or sensitive data: 5 1. Passwords must not be: 6 a. Shared or written down where they are accessible or recognizable 7 by anyone else; such as taped to computer screens, stored under keyboards, or visible in a work area; 8 b. A dictionary word; or 9 C. Stored in clear text 10 2. Passwords must be: 11 a. Eight (8) characters or more in length; 12 b. Changed every ninety (90) days; 13 C. Changed immediately if revealed or compromised; and 14 d. Composed of characters from at least three (3) of the following four 15 (4) groups from the standard keyboard: 16 1) Upper case letters (A-Z); 17 2) Lowercase letters (a-z); 18 3) Arabic numerals (0 through 9); and 19 4) Non-alphanumeric characters (punctuation symbols). 20 CONTRACTOR shall implement the following security controls on each 21 workstation or portable computing device (e.g., laptop computer) containing confidential, 22 personal, or sensitive data: 23 1. Network-based firewall and/or personal firewall; 24 2. Continuously updated anti-virus software; and 25 3. Patch management process including installation of all operating 26 system/software vendor security patches. 27 CONTRACTOR shall utilize a commercial encryption solution that has received 28 FIPS 140-2 validation to encrypt all confidential, personal, or sensitive data stored on portable -14- 1 electronic media (including, but not limited to, compact disks and thumb drives) and on portable 2 computing devices (including, but not limited to, laptop and notebook computers). 3 CONTRACTOR shall not transmit confidential, personal, or sensitive data via e- 4 mail or other internet transport protocol unless the data is encrypted by a solution that has been 5 validated by the National Institute of Standards and Technology (NIST) as conforming to the Advanced 6 Encryption Standard (AES) Algorithm. CONTRACTOR must apply appropriate sanctions against its 7 employees who fail to comply with these safeguards. CONTRACTOR must adopt procedures for 8 terminating access to PHI when employment of employee ends. 9 J. Mitigation of Harmful Effects 10 CONTRACTOR shall mitigate, to the extent practicable, any harmful effect that is 11 suspected or known to CONTRACTOR of an unauthorized access, viewing, use, disclosure, or breach 12 of PHI by CONTRACTOR or its subcontractors in violation of the requirements of these provisions. 13 CONTRACTOR must document suspected or known harmful effects and the outcome. 14 K. CONTRACTOR'S Subcontractors 15 CONTRACTOR shall ensure that any of their contractors, including 16 subcontractors, if applicable, to whom CONTRACTOR provide PHI received from or created or 17 received by CONTRACTOR on behalf of COUNTY, agree to the same restrictions, safeguards, and 18 conditions that apply to CONTRACTOR with respect to such PHI and to incorporate, when applicable, 19 the relevant provisions of these provisions into each subcontract or sub-award to such agents or 20 subcontractors. 21 L. Employee Training and Discipline 22 CONTRACTOR shall train and use reasonable measures to ensure compliance 23 with the requirements of these provisions by employees who assist in the performance of functions or 24 activities on behalf of COUNTY under this Agreement and use or disclose PHI and discipline such 25 employees who intentionally violate any provisions of these provisions, including termination of 26 employment. 27 M. Termination for Cause 28 Upon COUNTY's knowledge of a material breach of these provisions by a -15- 1 CONTRACTOR, COUNTY shall either: 2 1. Provide an opportunity for the CONTRACTOR to cure the breach or end 3 the violation and terminate this Agreement if CONTRACTOR does not cure the breach or end the 4 violation within the time specified by COUNTY; or 5 2. Immediately terminate this Agreement if a CONTRACTOR has breached a 6 material term of these provisions and cure is not possible. 7 3. If neither cure nor termination is feasible, the COUNTY's Privacy Officer 8 shall report the violation to the Secretary of the U.S. Department of Health and Human Services. 9 N. Judicial or Administrative Proceedings 10 COUNTY may terminate this Agreement in accordance with the terms and 11 conditions of this Agreement as written hereinabove, if: (1) a CONTRACTOR is found guilty in a 12 criminal proceeding for a violation of the HIPAA Privacy or Security Laws or the HITECH Act; or (2) a 13 finding or stipulation that a CONTRACTOR has violated a privacy or security standard or requirement 14 of the HITECH Act, HIPAA or other security or privacy laws in an administrative or civil proceeding in 15 which the CONTRACTOR is a party. 16 O. Effect of Termination 17 Upon termination or expiration of this Agreement for any reason, CONTRACTOR 18 shall return or destroy all PHI received from COUNTY (or created or received by CONTRACTOR on 19 behalf of COUNTY) that CONTRACTOR still maintains in any form, and shall retain no copies of such 20 PHI. If return or destruction of PHI is not feasible, it shall continue to extend the protections of these 21 provisions to such information, and limit further use of such PHI to those purposes that make the return 22 or destruction of such PHI infeasible. This provision shall apply to PHI that is in the possession of 23 subcontractors or agents, if applicable, of CONTRACTOR. If CONTRACTOR destroy the PHI data, a 24 certification of date and time of destruction shall be provided to the COUNTY by CONTRACTOR. 25 P. Disclaimer 26 COUNTY makes no warranty or representation that compliance by 27 CONTRACTOR with these provisions, the HITECH Act, HIPAA or the HIPAA regulations will be 28 adequate or satisfactory for CONTRACTOR'S own purposes or that any information in -16- 1 CONTRACTOR'S possession or control, or transmitted or received by CONTRACTOR, is or will be 2 secure from unauthorized access, viewing, use, disclosure, or breach. CONTRACTOR are solely 3 responsible for all decisions made by CONTRACTOR regarding the safeguarding of PHI. 4 Q. Amendment 5 The parties acknowledge that Federal and State laws relating to electronic data 6 security and privacy are rapidly evolving and that amendment of these provisions may be required to 7 provide for procedures to ensure compliance with such developments. The parties specifically agree to 8 take such action as is necessary to amend this agreement in order to implement the standards and 9 requirements of HIPAA, the HIPAA regulations, the HITECH Act and other applicable laws relating to 10 the security or privacy of PHI. COUNTY may terminate this Agreement upon thirty (30) days written 11 notice in the event that CONTRACTOR do not enter into an amendment providing assurances 12 regarding the safeguarding of PHI that COUNTY in its sole discretion, deems sufficient to satisfy the 13 standards and requirements of HIPAA, the HIPAA regulations and the HITECH Act. 14 R. No Third-Party Beneficiaries 15 Nothing express or implied in the terms and conditions of these provisions is 16 intended to confer, nor shall anything herein confer, upon any person other than COUNTY or 17 CONTRACTOR and their respective successors or assignees, any rights, remedies, obligations or 18 liabilities whatsoever. 19 S. Interpretation 20 The terms and conditions in these provisions shall be interpreted as broadly as 21 necessary to implement and comply with HIPAA, the HIPAA regulations and applicable State laws. The 22 parties agree that any ambiguity in the terms and conditions of these provisions shall be resolved in 23 favor of a meaning that complies and is consistent with HIPAA and the HIPAA regulations. 24 T. Regulatory References 25 A reference in the terms and conditions of these provisions to a section in the 26 HIPAA regulations means the section as in effect or as amended. 27 U. Survival 28 The respective rights and obligations of CONTRACTOR as stated in this Section -17- 1 shall survive the termination or expiration of this Agreement. 2 V. No Waiver of Obligations 3 No change, waiver or discharge of any liability or obligation hereunder on any one 4 or more occasions shall be deemed a waiver of performance of any continuing or other obligation, or 5 shall prohibit enforcement of any obligation on any other occasion. 6 W. Public Health Exception Extended 7 1. The HIPAA Privacy Rule creates a special rule for a subset of public 8 health activities whereby HIPAA cannot preempt state law if, "[t]he provision of state law, including 9 state procedures established under such law, as applicable, provides for the reporting of disease or 10 injury, child abuse, birth, or death, or for the conduct of public health surveillance, investigation, or 11 intervention." (45 C.F.R. § 160.203(c) [HITECH Act, § 13421, sub. (a)].) ; 12 2. To the extent a disclosure or use of information received under this 13 agreement may also be considered a disclosure or use of"Protected Health Information" (PHI) of an 14 individual, as that term is defined in Section 160.103 of Title 45, Code of Federal Regulations, the 15 following Privacy Rule provisions apply to permit such data disclosure and/or use by COUNTY and 16 CONTRACTOR, without the consent or authorization of the individual who is the subject of the PHI: 17 a) HIPAA cannot preempt state law if, "[t]he provision of state law, including 18 state procedures established under such law, as applicable, provides for the reporting of disease or 19 injury, child abuse, birth, or death, or for the conduct of public health surveillance, investigation, or 20 intervention." (45 C.F.R. § 160.203(c) [HITECH Act, § 13421, sub. (a)].)]; 21 b) A covered entity may disclose PHI to a "public health authority" carrying 22 out public health activities authorized by law; (45 C.F.R. § 164.512(b).); 23 c) A covered entity may use or disclose protected health information to the 24 extent that such use or disclosure is required by law and the use or disclosure complies with and is 25 limited to the relevant requirements of such law." (Title 45 C.F.R. §§ 164.502 (a)(1)(vii), 164.512(a)) 26 (1).) 27 15. NON-DISCRIMINATION: During the performance of this Agreement, CONTRACTOR shall 28 not unlawfully discriminate against any employee or applicant for employment, or recipient of services, -18- 1 because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, 2 medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, 3 age, sexual orientation, military status or veteran status pursuant to all applicable State of California and 4 Federal statutes and regulation. 5 16. NOTICES: The persons and their addresses having authority to give and receive 6 notices under this Agreement include the following: 7 COUNTY CONTRACTOR County of Fresno GM Lab Consulting LLC 8 Director, Department of Public Health 700 Cabada Drive 1221 Fulton St. Brentwood, CA 94513 9 Fresno, CA 93721 10 All notices between the COUNTY and CONTRACTOR provided for or permitted under this 11 Agreement must be in writing and delivered either by personal service, by first-class United States mail, by 12 an overnight commercial courier service, or by telephonic facsimile transmission. A notice delivered by 13 personal service is effective upon service to the recipient. A notice delivered by first-class United States 14 mail is effective three COUNTY business days after deposit in the United States mail, postage prepaid, 15 addressed to the recipient. A notice delivered by an overnight commercial courier service is effective one 16 COUNTY business day after deposit with the overnight commercial courier service, delivery fees prepaid, 17 with delivery instructions given for next day delivery, addressed to the recipient. A notice delivered by 18 telephonic facsimile is effective when transmission to the recipient is completed (but, if such transmission is 19 completed outside of COUNTY business hours, then such delivery shall be deemed to be effective at the 20 next beginning of a COUNTY business day), provided that the sender maintains a machine record of the 21 completed transmission. For all claims arising out of or related to this Agreement, nothing in this section 22 establishes, waives, or modifies any claims presentation requirements or procedures provided by law, 23 including but not limited to the Government Claims Act(Division 3.6 of Title 1 of the Government Code, 24 beginning with section 810). 25 17. CERTIFICATION REGARDING DEBARMENT, SUSPENSION, INELIGIBILITY AND 26 VOLUNTARY EXCLUSION-LOWER TIER COVERED TRANSACTIONS: 27 A. COUNTY and CONTRACTOR recognize that CONTRACTOR is a recipient of 28 Federal funds under the terms of this Agreement. By signing this Agreement, CONTRACTOR agrees to -19- 1 comply with applicable Federal suspension and debarment regulations, including but not limited to: 29 2 CFR 1470.35, 29 CFR 97.35, 41 CFR 105-71.135, and Executive Order 12549. By signing this 3 Agreement, CONTRACTOR attests to the best of its knowledge and belief, that it and its principals: 4 1. Are not presently debarred, suspended, proposed for debarment, declared 5 ineligible, or voluntarily excluded by any Federal department or agency; and 6 2. Shall not knowingly enter into any covered transaction with an entity or person 7 who is proposed for debarment under Federal regulations, debarred, 8 suspended, declared ineligible, or voluntarily excluded from participation in 9 such transaction. 10 B. CONTRACTOR shall provide immediate written notice to COUNTY if at any time 11 during the term of this Agreement CONTRACTOR learns that the representations it makes above were 12 erroneous when made or have become erroneous by reason of changed circumstances. 13 C. CONTRACTOR shall include a clause titled "Certification Regarding Debarment, 14 Suspension, Ineligibility, and Voluntary Exclusion- Lower Tier Covered Transactions" and similar in 15 nature to this paragraph in all lower tier covered transactions and in all solicitations for lower tier covered 16 transactions. 17 D. CONTRACTOR shall, prior to soliciting or purchasing goods and services in 18 excess of$25,000 funded by this Agreement, review and retain the proposed vendor's suspension and 19 debarment status at https://sam.gov/SAM/ 20 18. PROPERTY OF COUNTY: CONTRACTOR agrees to take reasonable and prudent steps 21 to ensure the security of any and all said hardware and software provided to it by COUNTY under this 22 Agreement, to maintain replacement-value insurance coverages on said hardware and software of like 23 kind and quality approved by COUNTY. 24 All purchases over Five Thousand Dollars ($5,000) made during the life of this Agreement that 25 will outlive the life of this Agreement shall be identified as fixed assets with an assigned Fresno County 26 DPH Accounting Inventory Number. These fixed assets shall be retained by COUNTY, as COUNTY 27 property, in the event this Agreement is terminated or upon expiration of this Agreement. 28 CONTRACTOR agrees to participate in an annual inventory of all COUNTY fixed assets and shall be -20- 1 physically present when fixed assets are returned to COUNTY possession at the termination or 2 expiration of this Agreement. CONTRACTOR is responsible for returning to COUNTY all COUNTY 3 owned fixed assets upon the expiration or termination of this Agreement. 4 19. PROHIBITION ON PUBLICITY: None of the funds provided directly or indirectly under this 5 Agreement shall be used for CONTRACTOR's advertising, fundraising, or publicity (i.e., purchasing of 6 tickets/tables, silent auction donations, etc.)for the purpose of self-promotion. Notwithstanding the 7 above, funds provided directly or indirectly under this Agreement may be used by CONTRACTOR for 8 publicity of the services described in Paragraph One (1) of this Agreement as necessary to raise public 9 awareness about the availability of such specific services when approved in advance by COUNTY's 10 Director of Public Health or designee for such items as written/printed materials, the use of media (i.e., 11 radio, television, newspapers) and any other related expense(s). 12 20. CONFLICT OF INTEREST: No officer, employee or agent of the COUNTY who exercises 13 any function or responsibility for planning and carrying out of the services provided under this 14 Agreement shall have any direct or indirect personal financial interest in this Agreement. In addition, no 15 employee of the COUNTY shall be employed by the CONTRACTOR under this Agreement to fulfill any 16 contractual obligations with the COUNTY. COUNTY and CONTRACTOR shall comply with all Federal, 17 State of California and local conflict of interest laws, statutes and regulations, which shall be applicable 18 to all parties and beneficiaries under this Agreement and any officer, employee or agent of the 19 COUNTY. 20 21. CHANGE OF LEADERSHIP/MANAGEMENT: In the event of any change in the status of 21 CONTRACTOR's leadership or management, CONTRACTOR shall provide written notice to COUNTY 22 within thirty (30) days from the date of change. Such notification shall include any new leader or 23 manager's name, address and qualifications. "Leadership or management" shall include any employee, 24 member, or owner of CONTRACTOR who either a) directs individuals providing services pursuant to 25 this Agreement, b) exercises control over the manner in which services are provided, or c) has authority 26 over CONTRACTOR's finances. 27 28 -21- 1 22. LOBBYING ACTIVITY: None of the funds provided under this Agreement shall be used for 2 publicity, lobbying or propaganda purposes designed to support or defeat legislation pending in the 3 Congress of the United States of America or the Legislature of the State of California. 4 23. GOVERNING LAW: Venue for any action arising out of or related to this Agreement shall only 5 be in Fresno County, California. 6 The rights and obligations of the parties and all interpretation and performance of this Agreement 7 shall be governed in all respects by the laws of the State of California. 8 24. DISCLOSURE OF SELF-DEALING TRANSACTIONS 9 This provision is only applicable if the CONTRACTOR is operating as a corporation (a for-profit 10 or non-profit corporation) or if during the term of the agreement, the CONTRACTOR changes its status 11 to operate as a corporation. 12 Members of the CONTRACTOR's Board of Directors shall disclose any self-dealing transactions 13 that they are a party to while CONTRACTOR is providing goods or performing services under this 14 agreement. A self-dealing transaction shall mean a transaction to which the CONTRACTOR is a party 15 and in which one or more of its directors has a material financial interest. Members of the Board of 16 Directors shall disclose any self-dealing transactions that they are a party to by completing and signing a 17 Self-Dealing Transaction Disclosure Form, attached hereto as Exhibit A and incorporated herein by 18 reference, and submitting it to the COUNTY prior to commencing with the self-dealing transaction or 19 immediately thereafter. 20 25. ELECTRONIC SIGNATURE: The parties agree that this Agreement maybe executed by 21 electronic signature as provided in this section. An "electronic signature" means any symbol or process 22 intended by an individual signing this Agreement to represent their signature, including but not limited to (1) 23 a digital signature; (2) a faxed version of an original handwritten signature; or(3) an electronically scanned 24 and transmitted (for example by PDF document) of a handwritten signature. Each electronic signature 25 affixed or attached to this Agreement (1) is deemed equivalent to a valid original handwritten signature of 26 the person signing this Agreement for all purposes, including but not limited to evidentiary proof in any 27 administrative or judicial proceeding, and (2) has the same force and effect as the valid original handwritten 28 signature of that person. The provisions of this section satisfy the requirements of Civil Code section -22- 1 1633.5, subdivision (b), in the Uniform Electronic Transaction Act (Civil Code, Division 3, Part 2, Title 2.5, 2 beginning with section 1633.1). Each party using a digital signature represents that it has undertaken and 3 satisfied the requirements of Government Code section 16.5, subdivision (a), paragraphs (1)through (5), 4 and agrees that each other party may rely upon that representation. This Agreement is not conditioned 5 upon the parties conducting the transactions under it by electronic means and either party may sign this 6 Agreement with an original handwritten signature. 7 26. ENTIRE AGREEMENT: This Agreement constitutes the entire agreement between the 8 CONTRACTOR and COUNTY with respect to the subject matter hereof and supersedes all previous 9 Agreement negotiations, proposals, commitments, writings, advertisements, publications, and 10 understanding of any nature whatsoever unless expressly included in this Agreement. 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 .26 27 28 -23- 1 IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the day and year 2 first hereinabove written. 3 4 CONTRACTOR COUNTY OF FRESNO GM Lab Consulting LLC 5 EIN 88-1377592 II'' 6 L. 4L (Authorized Signature) Brian Pacheco, Chairman of the Board of 7 Supervisors of the County of Fresno 8 C-to D�-rti�� rl P<5 tN D Print Name & Title 9 L �D't a-z-�a 11 Mailing Address CA-Ok 4 3 ATTEST: 12 Bernice E. Seidel Clerk of the Board of Supervisors 13 County of Fresno, State of California 14 15 16 By: 17 Deputy FOR ACCOUNTING USE ONLY: 18 Fund: 0001 19 Subclass: 10000 20 ORG: 56201620 21 Account: 7295 22 23 24 25 26 27 28 -24- Exhibit A SELF-DEALING TRANSACTION DISCLOSURE FORM In order to conduct business with the County of Fresno (hereinafter referred to as "County"), members of a contractor's board of directors (hereinafter referred to as "County Contractor"), must disclose any self-dealing transactions that they are a party to while providing goods, performing services, or both for the County. A self-dealing transaction is defined below: "A self-dealing transaction means a transaction to which the corporation is a party and in which one or more of its directors has a material financial interest." The definition above will be utilized for purposes of completing this disclosure form. INSTRUCTIONS (1) Enter board member's name,job title (if applicable), and date this disclosure is being made. (2) Enter the board member's company/agency name and address. (3) Describe in detail the nature of the self-dealing transaction that is being disclosed to the County. At a minimum, include a description of the following: a. The name of the agency/company with which the Corporation has the transaction; and b. The nature of the material financial interest in the Corporation's transaction that the board member has. (4) Describe in detail why the self-dealing transaction is appropriate based on applicable provisions of the Corporations Code. (5) Form must be signed by the board member that is involved in the self-dealing transaction described in Sections (3) and (4). Page 1 of 2 Exhibit A (1)Company Board Member Information: Name: Date: Job Title: (2)Company/Agency Name and Address: (3)Disclosure(Please describe the nature of the self-dealing transaction you are a party to): (4)Explain why this self-dealing transaction is consistent with the requirements of Corporations Code 5233(a): (5)Authorized Signature. Signature: Date: Page 2 of 2 [El Email Me] o „ o Suspension of Competition Acquisition Request Double click! �'RL•` 1. Fully describe the product(s)and/or service(s) being requested. DPH PHL Laboratory Director to perform the duties and responsibilities of the Laboratory Director as required by federal CLIA and meets all required qualification to oversee clinical and dairy testing as well as County's DPH Level-B Bioterrorism Laboratory and a Regional Level-2 Laboratory for the State and National Laboratory Response Network(NLRN). 2. Identify the selected vendor and contact person; include the address, phone number and e-mail address for each. GM Lab Consulting LLC 700 Cabada Dr Brentwood, CA 94513 Godfred Masinde, PhD Telephone: 909-556-5893 Email: gmasinde@fresnocountyca.gov 3. What is the total cost of the acquisition? If an agreement, state the total cost of the initial term and the amounts for potential renewal terms. Year 1 $8,489.25 x 12 Months = $101,871.00 Year 2 $8,743.93 x 12 Months = $104,927.16 Year 3 $9,006.25 x 12 Months = $108,075.00 Base Contract Total Cost: $101,871.00 + $104,927.16 + $108,075.00 = $314,873.16 Option Year 4 $9,276.44 x 12 Months= $111,317.25 Option Year 5 $9,554.73 x 12 Months= $114,656.77 Total not to exceed $540,847.18 4. Identify the unique qualities and/or capabilities of the service(s)and/or product(s)that qualify this as a Suspension of Competition acquisition. Godfred L. Masinde has been the DPH Laboratory Director since 2018 after the RFP No. 17-042 was issued for laboratory director services and has provided extensive consultation and oversight to ensure the following: clinical protocols were evaluated and revised to meet CLIA guidelines, equipment was re-validated and protocols adjusted, security measures were evaluated and brought up to appropriate standards, and bioterrorism room was constructed to meet current Centers for Disease Control and Prevention standards. Dr. Masinde has been intricately involved in designing the newly constructed DPH Lab. 5. Identify from Administrative Policy#34 what circumstances constitute a Suspension of Competition. ❑ In an emergency when goods or services are immediately necessary for the preservation of the public health,welfare,or safety,or for the protection of County property. ❑When the contract is with a federal,state,or local governmental agency. ❑When the department head,with the concurrence of the Purchasing Agent,finds that the cost of preparing and administering a competitive bidding process in a particular case will equal or exceed the estimated contract amount or$2,500 whichever is more. ❑When a contract provides only for payment of per diem and travel expenses and there is to be no payment for services rendered. ❑When obtaining the services of expert witnesses for litigation or special counsel to assist the County. ®When in unusual or extraordinary circumstances,the Board of Supervisors or the Purchasing Agent/Purchasing Manager determines that the best interests of the County would be served by not securing competitive bids or issuing a request for proposal. 6. Explain why the unique qualities and/or capabilities described above are essential to your department. Due to extensive input into the design of the new DPH Lab and currently not all testing is up and running, his expertise is needed to complete 100% of onboarding all testing platforms. Once all testing platforms are approved under CLIA in the next inspection (2022-2023), this will complete the full re-design of the lab. 7. Provide a comprehensive explanation of the research done to verify that the recommended vendor is the only vendor with the unique qualities and/or capabilities stated above. Include a list of all other vendors contacted, what they were asked, and their responses. E-PD-048 (Rev 07/2021) On December 8, 2016, the Department issued Request for Proposal (RFP) No. 17-042 for laboratory director services to provide consultation, evaluation and oversight of clinical high complexity laboratory and dairy testing for the PHL. The RFP closed on January 10, 2017 and only one bid proposal was received. The Department began contractual negotiations with the qualified bidder and after months of negotiations, the bidder declined the opportunity to enter into contract with the County.At the direction of the Internal Services Department- Purchasing, the Department searched for other individuals that qualified under the RFP requirements to fulfill laboratory director services. It was through this process that the Department identified Godfred L. Masinde, PhD, a uniquely qualified individual with extensive knowledge and experience, to perform laboratory director duties and responsibilities. This will ensure all equipment purchased and laboratory workflow is under the same laboratory director from design, construction, implementation, CLIA and CDC certification. angellopez 6/16/2022 2:03:27 PM [a Sign] Double click! Requested By: Title approve this request to suspend competition for the service(s) and/or product(s) identified herein. jprado 6/16/2022 2:09:39 PM [a Sign] Double click! Department Head Signature gcornuelle 6/16/2022 2:53:47 PM [a Sign] Double click! Purchasing Manager Signature E-PD-048 (Rev 07/2021)