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HomeMy WebLinkAboutAgreement No. A-17-659 with Hourglass Systems, Inc..pdfAGREEMENT NO. 17-659 AGREEMENT 1 2 3 THIS AGREEMENT is made and entered into effective January 1, 2018, by and 4 between the COUNTY OF FRESNO, hereinafter referred to as "COUNTY", and Hourglass 5 Systems, Inc., a California corporation, hereinafter referred to as "CONTRACTOR". 6 7 NOW, THEREFORE, in consideration of the mutual covenants, terms and conditions herein 8 contained, the parties hereto agree as follows: 9 1. OBLIGATIONS OF THE CONTRACTOR 1 O A. The CONTRACTOR will provide benefit related management functions as 11 outlined in Exhibit "A". 12 B. The CONTRACTOR will provide the COUNTY with general administrative 13 services that include, but are not limited to: 14 1) Necessary training to assist the COUNTY in utilizing the t5 CONTRACTOR'S services. 16 2) Furnish the COUNTY with any available information from the 17 CONTRACTOR's records which the COUNTY may need. 18 3) Resolve any issues raised by COUNTY with due diligence. Any 19 questionable enrollment or service requests will be referred to COUNTY for clarification 20 21 2. OBLIGATIONS OF THE COUNTY A. The COUNTY is solely responsible for compliance with the Internal 22 Revenue Code and other Federal, State or local laws. 23 B. The COUNTY is solely responsible for the accuracy and integrity of 24 COUNTY data. 25 3. TERM 26 This Agreement shal~ become effective on the 1st day of January, 2018 and 27 shall terminate on the 31 st day of December, 2018. 28 4. TERMINATION -1- 1 A. Non-Allocation of Funds -The terms of this Agreement, and the services to 2 be provided thereunder, are contingent on the approval of funds by the COUNTY. Should 3 sufficient funds not be allocated, the services provided may be modified, or this Agreement 4 terminated, at any time by giving the CONTRACTOR thirty (30) days advance written notice. 5 B. Breach of Contract -The COUNTY may immediately suspend or terminate 6 this Agreement in whole or in part, where in the determination of the COUNTY there is: 7 1) An illegal or improper use of funds; 8 2) A failure to comply with any term of this Agreement; 9 10 COUNTY; 11 12 3) A substantially incorrect or incomplete report submitted to the 4) Improperly performed service. In no event shall any payment by the COUNTY constitute a waiver by the COUNTY 13 of any breach of this Agreement or any default which may then exist on the part of the 14 CONTRACTOR. Neither shall such payment impair or prejudice any remedy available to the . 15 COUNTY with respect to the breach or default. The COUNTY shall have the right to demand of 16 the CONTRACTOR the repayment to the COUNTY of any funds disbursed to the CONTRACTOR 17 under this Agreement, which in the judgment of the COUNTY were not expended in accordance 18 with the terms of this Agreement. The CONTRACTOR shall promptly refund any such funds upon 19 demand. 20 C. Without Cause -Under circumstances other than those set forth above, this Agreement may be terminated by COUNTY upon the giving of sixty (60) days advance written 21 22 notice of an intention to terminate to CONTRACTOR. 23 5. COMPENSATION/INVOICING: COUNTY agrees to pay CONTRACTOR and 24 CONTRACTOR agrees to receive compensation as described in Exhibit B to this Agreement. The 25 Per Retiree Per Month (PRPM) fee described in Exhibit B will be paid monthly throughout the: term 26 of the Agreement per the compiled monthly transmittals prepared by CONTRACTOR for funding 27 disbursement. The PRPM fees are based on the actual number of eligible retirees as determined 28 by the COUNTY. CONTRACTOR will invoice COUNTY for services related to Affordable Care -2- 1 Act reporting as described in Exhibit B. 2 6. OWNERSHIP OF DATA: All data delivered by the COUNTY to 3 CONTRACTOR, or which is created by either party for the COUNTY in connection with the 4 performance _of this Agreement shall be the exclusive property of the COUNTY. CONTRACTOR 5 shall be the custodian of such data and will immediately make such data available to the COUNTY 6 upon request during normal working hours. CONTRACTOR shall return all personnel/payroll raw 7 data collected or generated in connection with the performance of the Agreement within thirty (30) 8 days of the termination of this Agreement and shall not access said data for any purpose other 9 than in connection with the performance of this Agreement. 10 7. HEALTH INSURANCE PORTABILITY AND ACCOUNTABILITY ACT 11 A. The parties to this Agreement shall be in strict conformance with all 12 applicable Federal and State of California laws and regulations, including but not limited to 13 Sections 5328, 10850, and 14100.2 et seq. of the Welfare and Institutions Code, Sections 2.1 and 14 431.300 et seq. of Title 42, Code of Federal Regulations (CFR), Section 56 et seq. of the 15 California Civil Code, Sections 11977 and 11812 of Title 22 of the California Code of Regulations, 16 and the Health Insurance Portability and Accountability Act (HIPM), including but not limited to 17 Section 1320 D et seq. of Title 42, United States Code (USC) and its implementing regulations, 18 including, but not limited to Title 45, CFR, Sections 142, 160, 162, and 164, The Health 19 Information Technology for Economic and Clinical Health Act (HITECH) regarding the 20 confidentiality and security of patient information, and the Genetic Information Nondiscrimination 21 Act (GINA) of 2008 regarding the confidentiality of genetic information. 22 Except as otherwise provided in this Agreement, CONTRACTOR, as a . 23 Business Associate of COUNTY, may use or disclose Protected Health Information (PHI) to 24 perform functions, activities or services for or on behalf of COUNTY, as specified in this 25 Agreement, provided that such use or disclosure shall not violate the Health Insurance Portability 26 and Accountability Act (HIPM), 42 USC 1320d et seq. The uses and disclosures of PHI may not 27 be more expansive than those applicable to COUNTY, as the "Covered Entity" under the HIPM 28 -3- 1 Privacy Rule (45 CFR 164.500 et seq;), except as authorized for management, administrative or 2 legal responsibilities of the Business Associate. 3 8. CONTRACTOR, including its subcontractors and employees, shall protect, 4 from unauthorized access, use, or disclosure of names and other identifying information, including 5 genetic information, concerning persons receiving services pursuant to this Agreement, except 6 where permitted in order to carry out data aggregation purposes for health care operations [45 7 CFR Sections 164.504 (e)(2)(i), 164.504 (3)(2)(ii)(A), and 164.504 (e)(4)(i)] This pertains to any 8 and all persons receiving services pursuant to a COUNTY funded program. This requirement 9 applies to electronic PHI. CONTRACTOR shall not use such identifying information or genetic 1 O information for any purpose other than carrying out CONTRACTOR's obligations under this 11 Agreement. 12 C. CONTRACTOR, including its subcontractors and employees, shall not 13 disclose any such identifying information or genetic information to any person or entity, except as 14 otherwise specifically permitted by this Agreement, authorized by Subpart E of 45 CFR Part 164 15 or other law, required by the Secretary, or authorized by the client/patient in writing. In using or 16 disclosing PHI that is permitted by this Agreement or authorized by law, CONTRACTOR shaU 17 make reasonable efforts to limit PHI to the minimum necessary to accomplish intended purpose 18 of use, disclosure or request. 19 D. For purposes of the above sections, identifying information shall include, 20 but not be limited to name, identifying number, symbol, or other identifying particular assigned to 21 the individual, such as finger or voice print, or photograph. 22 E. For purposes of the above sections, genetic information shall include 23 genetic tests of family members of an individual or individual, manifestation of disease or disorder 24 of family members of an individual, or any request for or receipt of, genetic services by individual 25 or family members. Family member means a dependent or any person who is first, second, third, 26 or fourth degree relative. 27 F. CONTRACTOR shall provide access, at the request of COUNTY, and in 28 the time and manner designated by COUNTY, to PHI in a designated record set (as defined in 45 -4- 1 CFR Section 164.501), to an individual or to COUNTY in order to meet the requirements of 45 2 CFR Section 164.524 regarding access by individuals to their PHI. With respect to individual 3 requests, access shall be provided within thirty (30) days from request. Access may be extended 4 if CONTRACTOR cannot provide access and provides individual with the reasons for the delay 5 and the date when access may be granted. PHI shall be provided in the form and format 6 requested by the individual or COUNTY. 7 CONTRACTOR shall make any amendment(s) to PHI in a designated record set at 8 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 manner 11 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 13 in accordance with 45 CFR Section 164.528. 14 G. CONTRACTOR shall report to COUNTY, in writing, any knowledge or 15 reasonable belief that there has been unauthorized access, viewing, use, disclosure, security 16 incident, or breach of unsecured PHI not permitted by this Agreement of which it becomes aware, 17 immediately and without reasonable delay and in no case later than two (2) business days of 18 discovery. Immediate notification shall be made to COUNTY's Information Security Officer and 19 Privacy Officerand COUNTY's DPH HIPAA Representative, within two (2) business days of. 20 discovery. The notification shall include, to the extent possible, the identification of each individual 21 whose unsecured PHI has been, or is reasonably believed to have been, accessed, acquired, 22 used, disclosed, or breached. CONTRACTOR shall take prompt corrective action to cure any 23 deficiencies and any action pertaining to such unauthorized disclosure required by applicable 24 Federal and State Laws and regulations. CONTRACTOR shall investigate such breach and is 25 responsible for all notifications required by law and regulation or deemed necessary by COUNTY 26 and shall provide a written report of the investigation and reporting required to COUNTY's 27 Information Security Officer and Privacy Officer and COUNTY's DPH HIPAA Representative. This 28 -5- 1 written investigation and description of any reporting necessary shall be postmarked within the 2 thirty (30) working days of the discovery of the breach to the addresses below: 3 4 County of Fresno 5 Dept. of Public Health HIPAA Representative 6 (559) 600-6439 P.O. Box 11867 7 Fresno, CA 93775 8 County of Fresno Dept. of Public Health Privacy Officer (559) 600-6405 P.O. Box 11867 Fresno, CA 93775 County of Fresno Dept. of Internal Services Information Security Officer (559) 600-5800 333 W. Pontiac Way Clovis, CA 93612 9 H. CONTRACTOR shall make its internal practices, books, and records 10 relating to the use and disclosure of PHI received from COUNTY, or created or received by the 11 CONTRACTOR on behalf of COUNTY, in compliance with HIPAA's Privacy Rule, including, but 12 not limited to the requirements set forth in Title 45, CFR, Sections 160 and 164. CONTRACTOR 13 shall make its internal practices, books, and records relating to the use and disclosure of PHI 14 received from COUNTY, or created or received by the CONTRACTOR on behalf of COUNTY, 15 available to the United States Department of Health and Human Services (Secretary) upon 16 demand. 17 CONTRACTOR shall cooperate with the compliance and investigation reviews 18 conducted by the Secretary. PHI access to the Secretary must be provided during the 19 CONTRACTOR's normal business hours, however, upon exigent circumstances access at any 20 time must be granted. Upon the Secretary's compliance or investigation review, if PHI is unavailable to CONTRACTOR and in possession of a Subcontractor, it must certify efforts to 21 22 obtain the information to the Secretary. 23 I. Safeguards 24 CONTRACTOR shall implement administrative, physical, and technical safeguards 25 as required by the HIPAA Security Rule, Subpart C of 45 CFR 164, that reasonably and 26 appropriately protect the confidentiality, integrity, and availability of PHI, including electronic PHI, 27 that it creates, receives, maintains or transmits on behalf of COUNTY and to prevent unauthorized 28 access, viewing, use, disclosure, or breach of PHI other than as provided for by this Agreement. -6- 1 CONTRACTOR shall conduct an accurate and thorough assessment of the potential risks and 2 vulnerabilities to the confidential, integrity and availability of electronic PHI. CONTRACTOR shall 3 develop and maintain a written information privacy and security program that includes 4 administrative, technical and physical safeguards appropriate to the size and complexity of 5 CONTRACTOR's operations and the nature and scope of its activities. Upon COUNTY's request, 6 CONTRACTOR shall provide COUNTY with information concerning such safeguards. 7 CONTRACTOR shall implement strong access controls and other security 8 safeguards and precautions in order to restrict logical and physical access to confidential, 9 personal (e.g., PHI) or sensitive data to authorized users only. Said safeguards and precautions 10 shall include the following administrative and technical password controls for all systems used to 11 process or store confidential, personal, or sensitive data: 12 1. Passwords must not be: 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 2. a. Shared or written down where they are accessible or recognizable by anyone else; such as taped to computer screens, stored under keyboards, or visible in a work area; b. A dictionary word; or c. Stored in clear text Passwords must be: a. Eight (8) characters or more in length; b. Changed every ninety (90) days; c. Changed immediately if revealed or compromised; and d. Composed of characters from at least three (3) of the following four (4) groups from the standard keyboard: 1) Upper case letters (A-Z); 2) Lowercase letters (a-z); 3) Arabic numerals (0 through 9); and 4) Non-alphanumeric characters (punctuation symbols). CONTRACTOR shall implement the following security controls on each workstation -7- 1 2 3 4 5 6 7 8 or portable computing device (e.g., laptop computer) containing confidential, personal, or sensitive data: 1. Network-based firewall and/or personal firewall; 2. Continuously updated anti-virus software; and 3. Patch management process including installation of all operating system/software vendor security patches. CONTRACTOR shall utilize a commercial encryption solution that has received FIPS 140-2 validation to encrypt all confidential, personal, or sensitive data stored on portable 9 electronic media (including, but not limited to, compact disks and thumb drives) and on portable 10 computing devices (including, but not limited to, laptop and notebook computers). 11 CONTRACTOR shall not transmit confidential, personal, or sensitive data via e-mail 12 or other internet transport protocol unless the data is encrypted by a solution that has been 13 validated by the National Institute of Standards and Technology (NIST) as conforming to the 14 Advanced Encryption Standard (AES) Algorithm. CONTRACTOR must apply appropriate 15 sanctions against its employees who fail to comply with these safeguards. CONTRACTOR must \ 16 adopt procedures for terminating access to PHI when employment of employee ends. 17 J. Mitigation of Harmful Effects 18 CONTRACTOR shall mitigate, to the extent practicable, any harmful effect that is 19 suspected or known to CONTRACTOR of an unauthorized access, viewing, use, disclosure, or 20 breach of PHI by CONTRACTOR or its subcontractors in violation of the requirements of these 21 provisions. CONTRACTOR must document suspected or known harmful effects and the 22 outcome. 23 K. CONTRACTOR's Subcontractors 24 CONTRACTOR shall ensure that any of its contractors, including subcontractors, if 25 applicable, to whom CONTRACTOR provides PHI received from or created or received by 26 CONTRACTOR on behalf of COUNTY, agree to the same restrictions, safeguards, and conditions 27 that apply to CONTRACTOR with respect to such PHI and to incorporate, when applicable, the 28 relevant provisions of these provisions into each subcontract or sub-award to such agents or -8- 1 subcontractors. 2 L. Employee Training and Discipline 3 CONTRACTOR shall train and use reasonable measures to ensure compliance with 4 the requirements of these provisions by employees who assist in the performance of functions or 5 activities on behalf of COUNTY under this Agreement and use or disclose PHI and discipline such 6 employees who intentionally violate any provisions of these provisions, including termination of 7 employment. 8 M. Termination for Cause 9 Upon COUNTY's knowledge of a material breach of these provisions by 10 CONTRACTOR, COUNTY shall either: 11 1. Provide an opportunity for CONTRACTOR to cure the breach or end the violation 12 and terminate this Agreement if CONTRACTOR does not cure the breach or end 13 the violation within the time specified by COUNTY; or 14 2. Immediately terminate this Agreement if CONTRACTOR has breached a material 15 term of these provisions and cure is not possible. 16 3. If neither cure nor termination is feasible, the COUNTY's Privacy Officer shall 17 report the violation to the Secretary of the U.S. Department of Health and Human 18 Services. 19 N. Judicial or Administrative Proceedings 20 COUNTY may terminate this Agreement in accordance with the terms and 21 conditions of this Agreement as written hereinabove, if: (1) CONTRACTOR is found guilty in. a 22 criminal proceeding for a violation of the HIPAA Privacy or Security Laws or the HITECH Act; or 23 (2) there is a finding or stipulation that the CONTRACTOR has violated a privacy or security 24 standard or requirement of the HITECH Act, HIPAA or other security or privacy laws in an 25 administrative or civil proceeding in yvhich the CONTRACTOR is a party. 26 0. Effect of Termination 27 Upon termination or expiration of this Agreement for any reason, CONTRACTOR 28 shall return or destroy all PHI received from COUNTY (or created or received by CONTRACTOR -9- 1 on behalf of COUNTY) that CONTRACTOR still maintains in any form, and shall retain no copies 2 of such PHI. If return or destruction of PHI is not feasible, it shall continue to extend the 3 protections of these provisions to such information, and limit further use of such PHI to those 4 purposes that make the return or destruction of such PHI infeasible. This provision shall apply to 5 PHI that is in the possession of subcontractors or agents, if applicable, of CONTRACTOR. If 6 CONTRACTOR destroys the PHI data, a certification of date and time of destruction shall be 7 provided to the COUNTY by CONTRACTOR. 8 P. Disclaimer 9 COUNTY makes no warranty or representation that compliance by CONTRACTOR 10 with these provisions, the HITECH Act, HIPAA or the HIPAA regulations will be adequate or 11 satisfactory for CONTRA CTOR's own purposes or that any information in CONTRACTOR's 12 possession or control, or transmitted or received by CONTRACTOR, is or will be secure from 13 unauthorized access, viewing, use, disclosure, or breach. CONTRACTOR is solely responsible 14 for all decisions made by CONTRACTOR regarding the safeguarding of PHI. 15 Q. Amendment 16 The parties acknowledge that Federal and State laws relating to electronic data 17 security and privacy are rapidly evolving and that amendment of these provisions may be required 18 to provide for procedures to ensure compliance with such developments. The parties specifically 19 agree to take such action as is necessary to amend this agreement in order to implement the 20 standards and requirements of HIPAA, the HIPAA regulations, the HITECH Act and other 21 applicable laws relating to the security or privacy of PHI. COUNTY may terminate this Agreement 22 upon thirty (30) days written notice in the event that CONTRACTOR does not enter into an 23 amendment providing assurances regarding the safeguarding of PHI that COUNTY in its sole 24 discretion, deems sufficient to satisfy the standards and requirements of HIPAA, the HIPAA 25 regulations and the HITECH Act. 26 R. No Third-Party Beneficiaries 27 Nothing express or implied in the terms and conditions of these provisions is intended to confer, 28 nor shall anything herein confer, upon any person other than COUNTY or CONTRACTOR and -10- 1 their respective successors or assignees, any rights, remedies, obligations or liabilities 2 whatsoever. 3 S. Interpretation 4 The terms and conditions in these provisions shall be interpreted as broadly as 5 necessary to implement and comply with HIPAA, the HIPAA regulations and applicable State 6 laws. The parties agree that any ambiguity in the terms and conditions of these provisions shall be 7 resolved in favor of a meaning that complies and is consistent with HIPAA and the HIPAA 8 regulations. 9 T. Regulatory References 1 O A reference in the terms and conditions of these provisions to a section in the 11 HIPAA regulations means the section as in effect or as amended. 12 U. Survival 13 The respective rights and obligations of CONTRACTOR as stated in this Section 14 shall survive the termination or expiration of this Agreement. 15 V. No Waiver of Obligations 16 No change, waiver or discharge of any liability or obligation hereunder on any one or 17 more occasions shall be deemed a waiver of performance of any continuing or other obligation, or 18 shall prohibit enforcement of any obligation on any other occasion. 19 8. INDEPENDENT CONTRACTOR: In performance of the work, duties anq 20 obligations assumed by CONTRACTOR under this Agreement, it is mutually understood and 21 agreed that CONTRACTOR, including any and all of the CONTRACTOR'S officers, agents, and 22 employees will at all times be acting and performing as an independent contractor, and shall act in 23 an independent capacity and not as an officer, agent, servant, employee, joint venturer, partner, or 24 associate of the COUNTY. Furthermore, COUNTY shall have no right to control or supervise, or 25 direct the manner or method by which CONTRACTOR shall perform its work and function. 26 However, COUNTY shall retain the right to administer this Agreement so as to verify that 27 CONTRACTOR is performing its obligations in accordance with the terms and conditions thereof. 28 CONTRACTOR and COUNTY shall comply with all applicable provisions of -11- 1 law and the rules and regulations, if any, of governmental authorities having jurisdiction over 2 matters the subject thereof. 3 Because of its status as an independent contractor, CONTRACTOR shall have 4 absolutely no right to employment rights and benefits available to COUNTY employees. 5 CONTRACTOR shall be solely liable and responsible for providing to, or on behalf of, its 6 employees all legally-required employee benefits. In addition, CONTRACTOR shall be solely 7 responsible and save COUNTY harmless from all matters relating to payment of 8 CONTRACTOR'S employees, including compliance with Social Security withholding and all other 9 regulations governing such matters. It is acknowledged that during the term of this Agreement, 1 O CONTRACTOR may be providing services to others unrelated to the COUNTY or to this 11 Agreement. 12 9. MODIFICATION: Any matters of this Agreement may be modified from time to 13 time by the written consent of all the parties without, in any way, affecting the remainder. 14 10. NON-ASSIGNMENT: Neither party may assign, transfer or sub-contract this 15 Agreement nor their rights or duties under this Agreement without the prior written consent of the 16 other party. 17 11. HOLD HARMLESS: CONTRACTOR agrees to indemnify, save, hold 18 harmless, and at COUNTY'S request, defend the COUNTY, its officers, agents, and employees 19 from any and all costs and expenses (including attorney's fees and costs), damages, liabilities, 20 claims, and losses occurring or resulting to COUNTY in connection with the performance, or , 21 failure to perform, by CONTRACTOR, its officers, agents, or employees under this Agreement, 22 and from any and all costs and expenses (including attorney's fees and costs), damages, 23 liabilities, claims, and losses occurring or resulting to any person, firm, or corporation who may be 24 injured or damaged by the performance, or failure to perform, of CONTRACTOR, its officers, 25 agents, or employees under this Agreement. 26 12. INSURANCE 27 Without limiting the COUNTY's right to obtain indemnification from 28 CONTRACTOR or any third parties, CONTRACTOR, at its sole expense, shall maintain in full -12- 1 force and effect, the following insurance policies or a program of self-insurance, including but not 2 limited to, an insurance pooling arrangement or Joint Powers Agreement (JPA) throughout the 3 term of the Agreement: 4 A. Commercial General Liability 5 Commercial General Liability Insurance with limits of not less than Two Million 6 Dollars ($2,000,000) per occurrence and an annual aggregate of Four Million Dollars 7 ($4,000,000). This policy shall be issued on a per occurrence basis. COUNTY may require 8 specific coverages including completed operations, products liability, contractual liability, 9 Explosion-Collapse-Underground, fire legal liability or any other liability insurance deemed 1 O necessary because of the nature of this contract. 11 B. Professional Liability 12 If CONTRACTOR employs licensed professional staff, (e.g., Ph.D., RN., 13 L.C.S.W., M.F.C.C.) in providing services, Professional Liability Insurance with limits of not less 14 than One Million Dollars ($1,000,000.00) per occurrence, Three Million Dollars ($3,000,000.00) 15 annual aggregate. 16 C. Worker's Compensation 17 A policy of Worker's Compensation insurance as may be required by the· 18 California Labor Code. 19 D. Technology Professional Liability (Errors and Omissions) 20 Technology professional liability (errors and omissions) insurance with limits 21 of not less than Five Million Dollars ($5,000,000.00) annual aggregate. Coverage shall 22 encompass all of the CONTRACTOR's duties and obligations that are the subject of this 23 Agreement. Coverage shall include, but not be limited to, any and all claims, damages, costs, 24 fees, regulatory fines and penalties, or forms of legal action involving Cyber Risks. 25 E. Cyber Liability 26 Cyber liability insurance with limits of not less than Five Million Dollars 27 ($5,000,000.00) annual aggregate. Coverage shall include, but not be limited to, any and all 28 claims, damages, costs, fees, regulatory fines and penalties, or forms of legal action involving -13- 1 Cyber Risks. The cyber liability policy shall be endorsed to cover the full replacement value of, 2 damage to, alteration of, loss of, theft of, ransom of, or destruction of intangible property 3 (including but not limited to information or data) that is in the care, custody, or control of 4 CONTRACTOR. 5 For purposes of the technology professional liability insurance and the 6 cyber liability insurance required under this Agreement, Cyber Risks include, but are not limited 7 to, (i) security breaches, which include disclosure of, whether intentional or unintentional, 8 information provided by COUNTY, information provided by or obtained from any employee, or 9 personal-identifying information relating to any employee, to an unauthorized third party; (ii) 10 breach of any of CONTRACTOR's obligations under this Agreement relating to data security, 11 protection, preservation, usage, storage, transmission, and the like; (iii) infringement of 12 intellectual property including, but not limited to, infringement of copyright, trademark, and trade 13 dress; (iv) invasion of privacy, including any release of private information; (v) information theft 14 by any person or entity, whatsoever; (vi) damage to or destruction or alteration of electronic 15 information; (vii) extortion related to CONTRACTOR's obligations under this Agreement 16 regarding electronic information, including information provided by COUNTY, information 17 provided by or obtained from any employee, or personal-identifying information relating to any 18 employee; (viii) network security; (ix) data breach response costs, including security breach . 19 response costs; (x) regulatory fines and penalties related to CONTRACTOR's obligations under 20 this Agreement regarding electronic information, including information provided by COUNTY, 21 information provided by or obtained from an employee, or personal-identifying information 22 relating to any employee; and (xi) credit monitoring expenses. 23 Additional Requirements Relating to Insurance 24 CONTRACTOR shall obtain endorsements to the Commercial General Liability 25 insurance naming the COUNTY, its officers, agents, and employees, individually and collectively, 26 as additional insured, but only insofar as the operations under this Agreement are concerned. 27 Such coverage for additional insured shall apply as primary insurance and any other insurance, or 28 self-insurance, maintained by COUNTY, its officers, agents and employees shall be excess only -14- 1 and not contributing with insurance provided under CONTRACTOR's policies herein. This 2 insurance shall not be cancelled or changed without a minimum of thirty (30) days advance written 3 notice given to COUNTY. 4 Within thirty (30) days from the date CONTRACTOR signs and executes this 5 Agreement, CONTRACTOR shall provide certificates of insurance and endorsement as stated 6 above for all of the foregoing policies, as required herein, to the COUNTY, (Paul Nerland, Director 7 of Human Resources, 2220 Tulare Street, 16th Floor, Fresno, CA 93721 ), stating that such 8 insurance coverage have been obtained and are in full force; that the COUNTY, officers, agents 9 and employees will not be responsible for any premiums on the policies; that such Commercial 10 General Liability insurance names the COUNTY, its officers, agents and employees, individually 11 and collectively, as additional insured, but only insofar as the operations under this Agreement are 12 concerned; that such coverage for additional insured shall apply as primary insurance and any 13 other insurance, or self-insurance, maintained by COUNTY, its officers, agents and employees, 14 shall be excess only and not contributing with insurance provided under CONTRACTOR's policies 15 herein; and that this insurance shall not be cancelled or changed without a minimum of thirty (30) 16 days advance, written notice given to COUNTY. 17 In the event CONTRACTOR fails to keep in effect at all times insurance 18 coverage as herein provided, the COUNTY may, in addition to other remedies it may have, 19 suspend or terminate this Agreement upon the occurrence of such event. 20 All policies shall be with admitted insurers licensed to do business in the State 21 of California. Insurance purchased shall be purchased from companies possessing a current A.M. 22 Best, Inc. rating of A FSC VII or better. 23 13. AUDITS AND INSPECTIONS:. The CONTRACTOR shall at any time during 24 business hours, and as often as the COUNTY may deem necessary, make available to the 25 COUNTY for examination all of its records and data with respect to the matters covered by this 26 Agreement. The CONTRACTOR shall, upon request by the COUNTY, permit the COUNTY to 27 audit and inspect all of such records and data necessary to ensure CONTRACTOR'S compliance 28 with the terms of this Agreement. -15- 1 If this Agreement exceeds ten thousand dollars ($10,000.00), CONTRACTOR 2 shall be subject to the examination and audit of the Auditor General for a period of three (3) years 3 after final payment under contract (Government Code Section 8546.7). 4 14. NOTICES: The persons and their addresses having authority to give and 5 receive notices under this Agreement include the following: 6 7 8 9 COUNTY Paul Nerland, Director of Human Resources 2220 Tulare Street, 16th Floor Fresno, CA 93721 CONTRACTOR Greg Kinder, President/CEO Hourglass Systems, Inc. 2307 N. Fine Ave. Fresno. CA 93727 10 Any and all notices between the COUNTY and the CONTRACTOR provided 11 for or permitted under this Agreement or by law shall be in writing and shall be deemed duly 12 served when personally delivered to one of the parties, or in lieu of such personal services, when 13 deposited in the United States Mail, postage prepaid, addre_ssed to such party. 14 15. GOVERNING LAW: Venue for any action arising out of or related to this 15 Agreement shall only be in Fresno County, California. 16 The rights and obligations of the parties and all interpretation and performance 17 of this Agreement shall be governed in all respects by the laws of the State of California. 18 16.ENTIRE AGREEMENT: This Agreement constitutes the entire agreement 19 between the CONTRACTOR and COUNTY with respect to the subject matter hereof and 20 supersedes all previous Agreement negotiations, proposals, commitments, writings, 21 advertisements, publications, and understanding of any nature whatsoever unless expressly 22 included in this Agreement. 23 24 25 26 27 28 -16- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 EXHIBIT "A" CONTRACTOR will provide the following Administrative Services for the COUNTY: 1. Provide AdminDirect Benefits Management and Enrollment System Access -self service 2. Provide system technical support to end users 3. Produce Eligibility Electronic Data Interface (EDI) files to carriers 4. Weekly COBRA data feed to Administrative Solutions, Inc. (ASI) 5. EDI Monitoring and discrepancy resolution with carriers 6. Multiple eligibility/billing scheme management and closings 7. Active and Retiree payroll deduction imports and premium applications 8. Compile transmittal worksheets and accounting breakouts 9. Assist with reconciliation of member accounts and benefits that appear on accounting discrepancy reports 10. Manual PGP Encryption and SFTP of all files uploaded/downloaded 11. Full ad-hoc requests from COUNTY staff, ASI, and consultant (e.g. custom queries, etc.) 12. Import Retiree payroll deductions into SQL tables and perform monthly comparisons to eligibility; take query results and compile a change file for Fresno County Employee Retirement Association to send to State Street Bank for Retiree deduction processing 13. Modify AdminDirect benefit setups at renewal to comply with changes made by COUNTY for new plan years 14. At plan year changes, complete any employee/dependent data migrations necessary within database to meet plan year changes 15. Review and break down rates provided by COUNTY consultant into component pieces necessary for completing transmittals; work with consultant to verify rate breakouts, and provide approved premiums and breakouts to COUNTY and ASI 16. Input new plan year rates into AdminDirect rate tables 17. Coordinate and complete programming required to support new carriers and/or benefit changes for EDI transmittals 18. Provide Affordable Care Act required health insurance reporting to the IRS -17- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 EXHIBIT "B" CONTRACTOR will provide COUNTY with the following services. 1. CONTRACTOR agrees to perform retiree eligibility services for COUNTY retirees. Compensation to CONTRACTOR for these services will be as follows: a. Retirees enrolled in the Hartford plan will have a fee of $2.65 PRPM. These fees will be forwarded monthly to CONTRACTOR. b. Retirees enrolled in the Kaiser Medicare plans will have a fee of $2.65 PRPM. These fees will be forwarded monthly to CONTRACTOR. 2. CONTRACTOR agrees to perform preparation and filing of 1094C/1095C forms to the IRS as required under the Affordable Care Act. Compensation to CONTRACTOR for these services will be paid by the COUNTY as follows: a. Preparation and filing of each 1094C/1095C form will have a fee of $3.60 per form. b. Printing and mailing of each 1094C/1095C form will have a fee of $0. 75 per form. -18- 1 IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the 2 day and year first hereinabove written. 3 CONTRACTOR 4 5By:~~ 6 Gregmd7 · President 7 : Date: """"""~~~-++/2;--......'lL......__ 10 11 12 13 14 15 16 17 18 19 20 21 FOR ACCOUNTING USE ONLY: 22 Fund No: 1060 23 Subclass: 10000 ORG No: 89250200 24 Account No: 7185 25 26 27 28 -19- COUNTY OF FRE$NO By~«~~~~--- Sal Ch · e Board of Supervisors of the County of Fresno Date: __ lo__.l~~-=-S-=-I ....,\~,__ __ ATTEST: Bernice E. Seidel Clerk of the Board of Supervisors County of Fresno, State of California By:~"""' Deputy