HomeMy WebLinkAboutAgreement A-25-320 with DSH.pdf SCO ID: 4440-2479038000 Agreement No. 25-320
STATE OF CALIFORNIA-DEPARTMENT OF GENERAL SERVICES
STANDARD AGREEMENT AGREEMENT NUMBER PURCHASING AUTHORITY NUMBER(if Applicable)
STD 213(Rev.04/2020) 24-79038-000 I DSH-4440
1.This Agreement is entered into between the Contracting Agency and the Contractor named below:
CONTRACTING AGENCY NAME
Department of State Hospitals
CONTRACTOR NAME
Department of Behavioral Health,County of Fresno
2.The term of this Agreement is:
START DATE
July 1,2025
THROUGH END DATE
June 30,2030
3.The maximum amount of this Agreement is:
$27,531,750.00
Twenty-Seven Million Five Hundred Thirty-One Thousand Dollars Seven Hundred Fifty Dollar and Zero Cents
4.The parties agree to comply with the terms and conditions of the following exhibits,which are by this reference made a part of the Agreement..
Exhibits Title Pages
Exhibit A Scope of Work 13
Exhibit A-1 Deliverables 1
Exhibit B Budget Detail and Payment Provisions 5
Exhibit C General Terms and Conditions(GTC 02/2025) •
Exhibit D Special Terms and Conditions 10
} Exhibit E Confidentiality and Information Security Provisions(HIPAA Business Associate Agreement) 10
ems s own w an asterisk(*),.are hereby Incorporated by reference andmadepartotthis agreemen os itaffached hereto.
These documents can be viewed at httpsYlwww.das.ca.Gov/OLS/Resources
IN WITNESS WHEREOF,THIS AGREEMENT HAS BEEN EXECUTED BYTHE PARTIES HERETO.
CONTRACTOR
CONTRACTOR NAME(if other than an individual,state whether a corporation,partnership,etc.)
County of Fresno
CONTRACTOR BUSINESS ADDRESS CITY STATE ZIP
1925 East Dakota Avenue Fresno CA 93726
PRINTED NAME OF PERSON SIGNING TILE
Ernest Buddy Mendes Chairman of the Board of Supervisors
CONTRACTOR AUTHORIZED SIGNATURE DATE SIGNED
- & —aZ/ -aoas
67
ATTEST:
BERNICE E.SEIDEL
Clerk of the Board of Supervisors
County of Fresno,State of California
By Deputy
Page 1 of 2
SCO ID: 4440-2479038000
STATE OF CALIFORNIA-DEPARTMENT OF GENERAL SERVICES
STANDARD AGREEMENT AGREEMENT NUMBER PURCHASING AUTHORITY NUMBER(If Applicable)
STD 213(Rev.04/2020) 24-79038-000 DSH-4440
STATE OF CALIFORNIA
CONTRACTING AGENCY NAME
Department of State Hospitals
CONTRACTING AGENCY ADDRESS CITY STATE ZIP
1215 O Street,MS-1 Sacramento CA 95814
PRINTED NAME OF PERSON SIGNING TITLE
Dominique Williams Chief,Business Management Branch
CONTRACTING AGENCY AUTHORIZED SIGNATURE DATE SIGNED
CALIFORNIA DEPARTMENT OF GENERAL SERVICES APPROVAL EXEMPTION(If Applicable)
WIC Code 4361.6(b)
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Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit A: Scope of Work
EXHIBIT A
SCOPE OF WORK
1. CONTRACTED PARTIES:
Department of Behavioral Health, County of Fresno and/or their authorized designee,
hereafter referred to as "Contractor," agrees to provide services for a Diversion Program
as defined herein pursuant to the terms and conditions of this Agreement. The
Department of State Hospitals is hereafter referred to as "DSH".
2. SERVICE LOCATION:
The services shall be performed at various locations throughout Contractor's area of
jurisdiction, California
3. SERVICE HOURS:
Core Treatment Services shall be provided during normal business hours, 8:00 a.m. to
5:00 p.m., Monday through Friday, except state holidays, in a community setting.
Contractor shall provide access to crisis mental health and wraparound treatment
services in community settings twenty-four (24) hours per day, seven (7) days per week.
4. PROJECT REPRESENTATIVES:
The project representatives during the term of this Agreement shall be:
DSH Contract Manager: DSH Administrative Contact:
Section/Unit: Section/Unit:
Community Forensic Partnerships Division Community Forensic Partnerships Division
Attention: Attention:
Rosie Zachery Daniel Kelly
Health Program Specialist I Associate Governmental Program Analyst
Address: Address:
1215 O Street, MS-10 1215 O Street, MS-10
Sacramento, CA 95814 Sacramento, CA 95814
Phone: 916 562-3841 Fax: N/A Phone: 916 654-1613 Fax: N/A
Email: rosie.zache dsh.ca. ov Email: daniel.kell dsh.ca. ov
County Contract Manager: County Health Services Contact:
Section/Unit: Department of Behavioral Section/Unit: Department of Behavioral
Health, County of Fresno Health, County of Fresno
Attention: Huong Chung, Senior Staff
Analyst Attention: Susan Holt, Director
Address: 1925 E. Dakota Ave., Fresno, CA Address: 1925 E. Dakota Ave., Fresno, CA
93726 93726
Phone: 559 600- 6182 Fax: N/A Phone: 559 600-9058 Fax: N/A
Email: hchung@fresnocountyca.gov Email: sholtCcDfresnocountyca.gov
Page 1 of 13
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit A: Scope of Work
Either party may make changes to the contact names or information above by giving
written notice to the other party. Said changes shall not require an amendment to this
Agreement.
5. SUMMARY OF WORK TO BE PERFORMED:
A. Project Summary
Contractor shall administer a pre-trial Felony Mental Health Diversion Program for
individuals charged with felony offenses in its jurisdiction. Program participants are
individuals with serious mental disorders who have been charged with certain felony
crimes and found by a Court of competent jurisdiction, to qualify for diversion
services pursuant to Penal Code (PC) section 1001.36 and Welfare & Institutions
Code (WIC) section 4361, hereafter referred to as "Felony Mental Health Diversion
Clients (Clients)." Program is budgeted to provide Mental Health Diversion services
to 32 new Felony Mental Health Diversion Clients for an average length of stay of
eighteen (18) months.
Contractor shall provide clinically appropriate or evidence-based behavioral health
treatment and wraparound services across a continuum of care, as appropriate, to
meet the individual needs of Felony Mental Health Diversion Clients. For purposes of
this section, "wraparound services" means services provided in addition to the
behavioral health treatment necessary to meet the individual's needs for successfully
managing their behavioral health symptoms and to successfully live in the
community.
B. Felony Mental Health Diversion Clients housed in a community-based diversion
program shall remain under the legal and physical supervision of Contractor.
Contractor shall be responsible for providing and/or arranging a full range of services
and supports including but not limited to medical care, transportation, and patients-
rights services.
6. CONTRACTOR RESPONSIBILITIES:
A. Program Plan and Implementation
Contractor shall submit a written document detailing the program plan developed and
agreed to by all county collaborative partners. Said document shall be in compliance
with the DSH Diversion Program Manual and identify roles and responsibilities,
describe the program from initial identification and evaluation of potential Felony
Mental Health IST Clients to program completion, and list all services to be provided
in the program. Plan shall also include a detailed program flowchart depicting all
stages of the program; an itemized budget plan identifying personnel and operation
and equipment costs, and other fund sources; and an outline of program
implementation costs as detailed in this Agreement. The final county plan must be
approved by DSH prior to program activation. Any changes to this plan must be
agreed to in writing by both parties.
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Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit A: Scope of Work
Contractor shall keep a detailed account of and may invoice for initial program
implementation costs incurred under this Agreement at the rate listed in Exhibit B,
Budget Detail and Payment Provisions. The implementation costs may include, but
are not limited to:
1) Staff costs for developing program plan;
2) Security deposits for housing sites;
3) Initial setup of Client rooms as well as treatment and office space;
4) Initial administrative operating expenses and equipment;
5) Development of an operational clinical and administrative Policy and Procedure
Manual; and
6) Orientation and training time for new staff on clinical operations, policies, and
procedures.
B. Client Identification, Evaluation and Treatment
Contractor shall assess and identify which Felony Mental Health Diversion Clients
are clinically appropriate for admission into the community-based diversion program.
Upon determining the Felony Mental Health Diversion Client is clinically appropriate,
Contractor shall submit to the committing court a community-based diversion
placement recommendation. Contractor, treatment provider, Public Defender's
Office, District Attorney's Office and court are encouraged to work together to
determine a Client's clinical appropriateness for a community-based diversion
program, however, only a judge may make a ruling on whether placement is granted.
1) Client Evaluation and Placement
All Felony Mental Health Diversion Clients participating in the Felony Mental
Health Diversion Program must meet the statutory eligibility criteria identified in
PC section 1001.36 and WIC section 4361 and have been found Incompetent to
Stand Trial (IST) on a current felony charge.
Contractor shall ensure that an evaluation of each Felony Mental Health
Diversion Client is conducted in accordance with the requirements in PC section
1001.36 and WIC section 4361 for Felony Mental Health Diversion Clients
recommended for placement in a Felony Mental Health Diversion by the Court
Liaison (Liaison). Contractor shall submit to the committing court a felony mental
health diversion recommendation upon determining the Felony Mental Health
Diversion Client is clinically appropriate for treatment in the program and meets
the following program requirements:
a) The instant offense is a felony with the exception of certain statutorily
excluded crimes (PC §1001.36(d)(1-8));
b) A guilty plea has not been entered in the case for which DSH-funded
Diversion is being recommended;
c) Client was evaluated and found IST by the court (WIC §43610)(1)(A-B)); and
d) Client suffers from a mental disorder with a primary diagnosis from the
Diagnostic and Statistical Manual of Mental Disorders, Fifth Edition (DSM-5),
or current edition, excluding antisocial personality disorder, borderline
Page 3 of 13
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit A: Scope of Work
personality disorder, and pedophilia pursuant to PC section 1001.36
subdivision (13)(1) and substance-induced psychosis pursuant to WIC section
4361 (c)(1)(A).
Contractor shall utilize the clinical expertise of multiple staff members
(psychologist, social worker, psychiatrist) to determine clinical eligibility via direct
examination or interview of the participant while in jail or a stabilization program
authorized by WIC section 4361.7, and while in court. Contractor's clinical staff
shall access jail behavioral health records as well as all County Behavioral
Health records, and the arrest report in the instant matter to determine eligibility
and diagnostic factors and treatment need. Contractor staff shall evaluate
candidates for the program using a multidisciplinary approach. An empirically
validated structured professional judgement violence risk assessment tool must
be used to assess eligibility.
Contractor shall ensure that the Liaison is responsible for making new court
placement recommendations to the Superior Court of California, County Court
(Court). The Liaison must be a licensed member of one (1) of the following
professions: psychiatrist, licensed psychologist, licensed clinical social worker,
licensed professional clinical counselor, licensed marriage and family therapist or
a psychiatric nurse with a master's degree. Such licensure shall be maintained in
good standing and without conditions at all times.
Contractor may consider a waiver of the licensure requirement if the Liaison
possesses demonstrated ability in the following clinical and administrative skills:
clinical and educational qualifications appropriate for forensic assessment of
clinical treatment needs and placement readiness; demonstrated ability to
provide full participation and leadership in court commitment procedures;
capability to participate actively in interagency policy decisions and
communication; and ability to monitor and evaluate treatment provided by others.
Contractor is responsible to ensure that each Liaison continues in that capacity
until such time they are licensed. A waiver may not exceed five (5) years from the
date of employment by, or Agreement with Contractor. Contractor is to maintain
documentation of staff registration, license, or waiver in the individual's personnel
file.
The Court will authorize Felony Mental Health Diversion Program participation
upon determination of Client suitability and risk to public safety. The Court will
determine the terms and conditions of diversion for each participant. The
diversion plan will be standardized in that individuals who are Court-ordered to
programs must follow treatment plans, housing rules and recommendations as
determined by Contractor's clinical team.
2) Individualized Treatment Program
Contractor shall identify specific treatment modalities in the treatment plan which
focus on intensive behavioral health treatment for long-term stabilization with the
goal of the Client remaining in the community. Treatment modalities and
frequencies shall be in accordance with the DSH Diversion Program Manual.
Page 4 of 13
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit A: Scope of Work
Contractor shall conduct case conferences weekly to reassess the Felony Mental
Health Diversion Client's progress to allow the treatment team to measure
whether their treatment interventions are working, and whether additional
treatment elements need to be incorporated.
Contractor shall maintain clinical records and other program-related
documentation for up to seven (7) years. DSH has the right to review the records
and documentation upon request. Examples of documentation include but are
not limited to treatment plans, logs, data, and individuals' participation in program
requirements.
3) Treatment Protocol
Contractor shall follow the Treatment Protocol as outlined in the DSH Diversion
Program Manual. The community-based diversion program shall facilitate long-
term psychiatric stabilization through a combination of group therapy, individual
therapy, medication as medically necessary, intensive case management and
other wrap-around supports to facilitate successful participation and transition to
ongoing community-based housing and treatment post-diversion participation.
4) On-Call/Emergency Clinical Services
Contractor shall provide twenty-four (24) hour, seven (7) days per week, crisis
intervention services.
5) Medication Administration and Consent
Contractor shall ensure that Clients comply with their prescribed medication,
including injectable medication, when ordered by a licensed prescriber, as a
condition of program participation. Contractor shall obtain Client consent in
accordance with professional standards of care and court practices and shall
utilize strategies to promote and incentivize voluntary psychotropic medication
compliance. Compliance shall extend to all laboratory/testing procedures
determined necessary by the program physician and/or prescriber as a result of
the Client's participation in the prescribed medication regimen. Contractor shall
be notified by the Client of all medical treatments and medications they receive
from any community physician.
C. Committing Court Reports
Contractor shall submit progress reports to the Court as specified in the placement
order to the program.
D. Discharge Planning
Contractor shall commence discharge planning a minimum of thirty (30) days prior to
program completion, per the requirements in the DSH Diversion Program Manual, to
connect individuals to services in the community as defined in this Agreement.
Contractor shall be responsible for coordinating with behavioral health programs for
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Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit A: Scope of Work
continued behavioral health care, crisis intervention, ongoing counseling and care,
and psychotropic medication compliance for the Felony Mental Health Diversion
Clients.
E. Suicide Prevention/Adverse Events
Contractor shall submit written suicide prevention procedures, which shall include an
adverse incident event review process, to the DSH Contract Manager or designee for
approval prior to the activation of the Diversion Program and annually thereafter.
F. Community Services
Contractor shall coordinate the provision of support services that are available in
Contractor's County for Felony Mental Health Diversion Clients who are receiving
treatment by Contractor in the community-based diversion program or in custody.
Support services include, but are not limited to, Supplemental Security Income and
other benefits, substance use disorder services, primary medical care, case
management, and specialty behavioral health services.
G. Responsibilities for Medical Care
Contractor shall coordinate the full range of medical care for all Felony Mental Health
Diversion Clients in the community-based diversion program. Medical care shall be
provided through resources available in the community and by leveraging the Felony
Mental Health Diversion Client's available benefits and insurance including, but not
limited to, Medi-Cal and Medicare. Contractor shall be responsible for full range of
services and support including but not limited to patients-rights services.
H. Transportation
Contractor shall be responsible for all security and transportation, including
coordinating emergency transportation.
I. Pre-Trial Probation
Contractor may coordinate and provide Pre-Trial Probation services for Felony
Mental Health Diversion Clients who may require a higher level of supervision while
out in the community.
J. Client Grievances
Upon admission, Contractor shall provide an orientation and education on the Client
Grievance Process for each Felony Mental Health Diversion Client. Contractor shall
post the Client Grievance Process in a visible location in an area commonly used by
Felony Mental Health Diversion Clients in each facility. Contractor shall submit a
copy of the Grievance Process to the DSH Contract Manager as part of the Program
Plan and update annually thereafter. The Grievance Process shall follow all of the
requirements detailed in the DSH Diversion Policy and Procedure Manual and shall
include a tiered review process.
Page 6 of 13
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit A: Scope of Work
Contractor shall report via email (DSH Diversion(@dsh.ca.gov) to the DSH Contract
Manager or designee_all filed Client grievance documents. Contractor must maintain
a written log of all Client grievances that includes how the grievance was resolved
timely. DSH retains the right to review or request a copy of this log.
K. Absent Without Leave (AWOL) or Special Incidents
Within twenty-four (24) hours, Contractor shall report, via email, to the assigned DSH
Consulting Psychologist if a current Client is AWOL or is involved in a Special
Incident. A Special Incident Report (SIR) is a significant Client occurrence or any
event which has the potential of adversely affecting the operation of the program.
The following occurrences qualify as a SIR:
1) Suicide or attempt;
2) Death of Client;
3) Serious injury to or by Client;
4) Client is AWOL;
5) Criminal behavior (including arrests, with or without conviction); and
6) Any incident which may result in public or media attention to the program.
Contractor shall maintain a SIR file that is separate from the Felony Mental Health
Diversion Client's record.
When emailing regarding an AWOL or SIR, the email will include the following
information:
1) Client name;
2) Location of incident;
3) Committing charges;
4) Date and time of incident;
5) Type of incident;
6) Brief summary of incident; and
7) Any action taken or planned/Disposition of Matter.
In the case of an AWOL notification, reporting should also include:
1) Date and time of AWOL;
2) Type of residence Client was residing in at time of AWOL;
3) Current use of or access to weapons (if known); and
4) Present status or location of Client (if known).
Within forty-eight (48) hours, the county program is required to submit a written SIR
Narrative Report, utilizing Form DSH 1725a, to the assigned DSH Consulting
Psychologist.
Contractor must maintain a written log of all AWOL or SIRs which includes all
information indicated above and must be made available to DSH upon request.
Page 7 of 13
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit A: Scope of Work
L. Exclusion of Clients
Contractor retains the right to exclude specific individual Felony Mental Health
Diversion Clients from the DSH-funded diversion program based on the terms and
conditions set forth in the Client's Diversion plan or based on the criteria agreed
upon by collaborative partner agencies at any point during participation in the
program.
M. Revocation/Hospitalization
Prior to requesting revocation, Contractor will work with the assigned DSH
Consulting Psychologist to assess if placement in a DSH Community Inpatient
Facility (CIF)for a higher level of care and additional psychiatric stabilization would
be appropriate.
If placement in a higher level of care would not be appropriate, Contractor shall
consider whether a request for judicial review and/or judicial admonishment is
appropriate prior to requesting revocation/hospitalization. In the event that the judicial
review request is unsuccessful and the Client cannot be safely maintained in the
community, Contractor retains the right to revoke a Felony Mental Health Diversion
Client from the community-based Felony Mental Health Diversion program for
security reasons at any point during treatment.
When the Court provides an order for revocation, Contractor shall cooperate with law
enforcement agencies, court officials, and DSH to ensure continuity of care for the
Client during the revocation/hospitalization process.
Contractor shall also report in writing via email to courtreferrals(a)-dsh.ca.gov and the
DSH Contract Manager or designee within two (2) business days of revocation.
Within seven (7) days of a court revocation, Contractor shall provide documents to
the DSH Patient Management Unit including but not limited to:
1) Psychiatry intake assessment;
2) Three (3) most recent Psychiatry Progress notes;
3) Psychology intake assessment;
4) Social Work/Clinician intake assessments;
5) Nursing intake assessments;
6) Informed consent;
7) Medication orders;
8) Laboratory results, if any; and
9) Discharge summary.
N. Data Reporting Requirements
DSH will provide Contractor with the list of required data variables, data dictionary,
submission format and timelines, system and reporting requirements. Contractor
shall provide DSH with complete data sets as determined by DSH. Any overdue,
missing, incomplete, and/or inaccurate data sets may be cause for issuance of STD
209, Invoice Dispute Notification. Data that is not provided timely or is otherwise
Page 8 of 13
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit A: Scope of Work
deemed incomplete or inaccurate may result in the termination of an Agreement, as
determined by DSH on a case-by-case basis.
DSH reserves the right to amend the data dictionary at any time and will provide
Contractor sixty (60) days advanced notice of any such change.
DSH is in the process of developing a cloud-based application to address manual
data collections. Upon deployment, DSH will be transitioning all Diversion program
data tracking into the cloud-based application. Contractor shall utilize the cloud-
based application and must complete all fields identified within the application to
track the Client's pre-admission, admission and discharge flows and other variables
as indicated within the timeframes specified by DSH.
O. Annual Expenditure Reporting Requirements
Contractor shall track actual Diversion expenditures and shall submit an annual
report itemizing Diversion expenditures, including Administrative Overhead (see item
below) to DSHSAC Diversion FiscalReports(a�dsh.ca.gov within sixty (60) days after
the close of the month of June during the term of this Agreement. A final report
itemizing Diversion expenditures shall be due within sixty (60) days after the
termination of this Agreement. Should Contractor not provide the required reports in
a timely manner, DSH may choose to issue a STD 209, Invoice Dispute Notification,
or to terminate this Agreement. Additionally, DSH may find Contractor to be not
responsive in provision of services and evaluate this in future contracting
opportunities.
P. Administrative Overhead
Contractor shall track actual expenditures and overhead costs directly related to care
and services pursuant to Exhibit A. Administrative overhead is limited to 15% of
direct Client care costs. See Exhibit B, Budget and Payment Provisions for invoice
instructions.
Q. Language Access Services
Contractor shall comply with the California Department of Health and Human
Services language access policy, adopted on May 22, 2023, and revised January 10,
2024, as it may be amended from time to time. In accordance with that policy,
contractor shall:
1) Provide access and delivery of written translation and verbal interpretation
services to Clients/Patients with limited English proficiency (LEP) and/or
disabilities, upon request of DSH.
2) Provide vital documents, upon DSH's request, translated into, at minimum, the
five threshold languages identified by the California Department of Health and
Human Services Language Access Policy: Chinese, Korean, Spanish, Tagalog,
and Vietnamese. For purposes of this contract, Chinese language interpretation
will be provided in Client's/Patient's preferred dialect of Cantonese or Mandarin.
If the LEP Client's/Patient's primary language falls outside of the five threshold
Page 9 of 13
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit A: Scope of Work
languages, Contractor shall provide written translation of vital documents and
sight translation using a certified translator to convey the information to the LEP
Client/Patient or family members to accommodate their primary language. The
contractor shall provide a certified interpreter to provide translations. A certified
interpreter is one who has passed an exam and evaluation process by a
recognized governmental or professional organization showing interpreting
competence in at least two languages. The certification exam must have been
validated as effectively testing interpreting knowledge skills. An LEP
Client's/Patient's primary language is the language in which they most effectively
communicate when interacting with DSH. This can be their native language, sign
language or tactile sign language. If a Client/Patient or Client's/Patient's family
members' preferred language is a unique dialect or language, sight translation is
allowable.
"Vital documents" are vital to Client/Patient rights and responsibilities, care and
treatment, notices regarding eligibility or benefits, posted information, and
information about the availability of free language assistance services.
3) Provide DSH with interpreter services 24-hours a day for its monolingual, non-
English-speaking, or LEP Clients/Patient and their family members, either
through interpreters, sign language or tactile sign language personnel or
telephone language services.
R. Contractor shall review with each Client upon admission the terms and conditions of
their court order(s) and participation in the Felony Mental Health Diversion Program.
S. Contractor shall provide services as outlined in this Agreement and DSH Diversion
Program Manual. Contractor shall be responsible to fulfill the requirements of the
Agreement and shall incur expenses at its own risk and invest sufficient time and
capital to fulfill the obligations as contained herein.
T. Contractor acknowledges that, in addition to other auditing and/or compliance-review
rights retained by DSH under this Agreement, DSH may monitor Contractor for
compliance with administration and treatment of Clients. Contractor is expected to
show documentation for any given period which may include, but not be limited to,
timesheets for employees, scheduled appointments for each employee, Client
records, or other methods to validate percentages of time dedicated to the Diversion
program. Contractor acknowledges that this information may be compared to the
contracted requirements. Contractor is required to ensure that staff positions funded
pursuant to Agreement are reserved solely for the provision of Diversion services,
regardless of caseload size.
U. Contractor agrees that DSH shall have access to facilities, programs, documents,
records, staff, Clients, or other material or persons DSH deems necessary to perform
monitoring and auditing of services rendered, in its sole and absolute discretion.
Contractor further acknowledges that while DSH may monitor Contractor program
operations to determine compliance with DSH policies, regulations, statutes, the
DSH Diversion Program Manual, and Agreement requirements, Contractor shall be
Page 10 of 13
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit A: Scope of Work
solely responsible for its compliance with state and federal laws and shall seek its
own legal counsel for advice on these laws.
V. Contractor shall participate in any job-related training provided or required by DSH.
W. Contractor and its subcontractors shall procure and keep in full force and effect
during the term of this Agreement all permits, registrations, and licenses necessary
to accomplish the work specified in this Agreement and shall give all notices
necessary and incident to the lawful prosecution of the work. Contractor shall provide
proof of any such license(s), permits(s), and certificate(s) upon request by DSH.
Contractor agrees that failure by itself or its subcontractors to provide evidence of
licensing, permits, or certifications shall constitute a material breach for which DSH
may terminate this Agreement with cause.
X. Contractor and its subcontractors shall keep informed of, observe, comply with, and
cause all of its agents and employees to observe and to comply with all prevailing
federal, state, and local laws, rules, and regulations made pursuant to said federal,
state, and local laws which in any way affect the conduct of the work of this
Agreement. If any conflict arises between provisions of the plans and specifications
and any such law above referred to, then Contractor shall immediately notify DSH in
writing.
Y. Unless otherwise specified, this Agreement may be canceled at any time by
Contractor, in writing, with fifty (50) days' advance notice. DSH may terminate the
Agreement pursuant to section 7 of Exhibit C if Contractor or its subcontractors fail to
comply with a federal, state, or local law and the noncompliance, based on the facts
and circumstances, would constitute a material breach of this Agreement under
California law. During the fifty (50)-day period, DSH will evaluate and find alternative
placements, in the most clinically appropriate and least restrictive environment for all
Felony Mental Health Diversion Clients receiving services from Contractor and
Contractor shall be responsible for all affected Clients' transportation to new
locations(s) and cease all new admissions upon receipt of notice.
Z. DSH may terminate the Agreement pursuant to section 7 of Exhibit C if Contractor or
its subcontractors fail to comply with a federal, state or local law and the
noncompliance, based on the facts and circumstances would constitute a material
breach of this Agreement under California law.
AA. If services are provided on DSH grounds, then Contractor shall participate in any of
the DSH workplace violence prevention, infection control-illness prevention, and
workplace safety measures or programs as may be required by DSH. This
responsibility includes compliance with infection control measures, use of Personal
Protective Equipment (PPE) as prescribed by DSH, attending any and all related
training or orientation to such measures or programs as may be required and
scheduled by DSH. DSH will provide Contractor with electronic versions of DSH's
current Illness and Injury Prevention Plan (IIPP), Workplace Violence Prevention
Plan (WVPP), DSH Code of Safe Practices, and other appropriate documents to
support worksite safety and infection control.
Page 11 of 13
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit A: Scope of Work
BB. On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the
EO) regarding Economic Sanctions against Russia and Russian entities and
individuals. "Economic Sanctions" refers to sanctions imposed by the U.S.
government in response to Russia's actions in Ukraine, as well as any sanctions
imposed under state law. By submitting a bid or proposal, Contractor represents that
it is not a target of Economic Sanctions. Should the State determine Contractor is a
target of Economic Sanctions or is conducting prohibited transactions with
sanctioned individuals or entities, that shall be grounds for rejection of Contractor's
bid/proposal any time prior to Agreement execution, or, if determined after
Agreement execution, shall be grounds for termination by the State.
7. DSH RESPONSIBILITIES:
A. DSH shall distribute funds to Contractor in accordance with the schedule outlined in
Exhibit B, Section 5. Budget Detail, with approved submission of deliverables, such
as data required in Exhibit A-1.
B. DSH shall provide a data collection process to Contractor (see Exhibit A. Contractor
Responsibilities). Additional elements may be added by DSH in accordance with
WIC section 4361.
C. Upon receipt of the statutory data requirements (Exhibit A-1) from Contractor, DSH
will analyze data for the purpose of program evaluation, monitoring, reporting, and
research.
D. Rights of DSH to Perform Quality Assurance and Financial Audits/Reviews
1) DSH may routinely evaluate the work performance of Contractor, Contractor's
personnel, subcontractors, or other parties associated with Contractor to
determine if DSH standards and departmental policies and procedures are being
maintained. If it is found that any party fails to perform or is physically or mentally
incapable of providing services as required by the Agreement, then that party
shall not perform services for DSH.
2) DSH may monitor and evaluate services provided in fulfillment of the
requirements of this Agreement, as detailed in Exhibit A. Such monitoring and
evaluation may occur on a regular cycle or as deemed necessary by the Contract
Manager. DSH retains sole and absolute discretion in determining any such
evaluation schedule.
3) Inspections may be conducted by DSH staff at any time during the Agreement
term to check on the quality of work. Payment shall not be provided for services
deemed unacceptable by the Contract Manager and/or their designee.
4) DSH may audit and examine Contractor's records and accounts which pertain,
directly or indirectly, to services performed under this Agreement. DSH may hire
third parties to perform the audit and examination, including but not limited to,
accountants, consultants, or service providers in the applicable field. Contractor
shall cooperate fully with the audits and examinations.
5) If as a result of an audit and examination, DSH is informed of underpayments or
overpayments, DSH shall notify Contractor of the need for payment or
reimbursement. Upon receipt of a final audit report, Contractor has thirty (30)
days to reimburse any overpayment or to dispute or challenge the report.
Page 12 of 13
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit A: Scope of Work
Contractor and DSH shall confer and negotiate in good faith with respect to any
disputed portion of the final audit report to reach agreement with respect to
adjustments, payments, and reimbursements.
6) DSH shall submit its findings to Contractor and establish a deadline for correcting
any deficiencies in fulfilling the obligations set forth in this section. Failure by
Contractor to timely correct deficiencies shall be reason for termination of
services under this Agreement.
8. PERFORMANCE MEASURES:
Complete and Timely Provision of Services
A. Expectations: Contractor is expected to provide all services, including any and all
required reports, in a timely manner in accordance with timelines established in
Exhibit A, Scope of Work.
B. DSH reserves the right to check Contractor's records to verify that adequate Client
petitions and evaluations have been made to the court to meet the contracted Client
admissions per year. If Contractor does not meet this requirement, DSH reserves to
right to modify the contracted number of admissions per year and annual budget.
C. Penalties: Should Contractor not provide all services, including any and all required
reports in a timely manner, DSH may choose to terminate this Agreement.
Additionally, DSH may find Contractor to be not responsible in provision of services
and evaluate this in future contracting opportunities.
9. AMENDMENTS:
The parties reserve the right to amend this Agreement by extending its term for an
additional two (2) years, and to add funding sufficient for this period at the same rates.
This right to amend is in addition to the right to amend for other reasons contained in this
Agreement or noted in the solicitation that resulted in this Agreement, if applicable. Any
amendment shall be in writing and signed by both parties and be approved by the
Department of General Services, if such approval is required.
Revision 4-26-2024
Page 13 of 13
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit A-1: Deliverables
EXHIBIT A-1
DELIVERABLES
1. DATA DELIVERABLES
A. Weekly Diversion Data Submission: DSH shall provide a list of required
variables/data dictionary and collection process to Contractor. Contractor shall
complete and submit the required data to DSH, on a weekly basis with a deadline to
be determined by DSH. This data shall be used to reconcile DSH's pending
placement list and for billing verification. DSH will provide Contractor sixty (60) days
advance notice to implement any change in weekly reporting.
B. Monthly Diversion Data Submission: DSH shall provide a list of required
variables/data dictionary and collection process to Contractor. Contractor shall
complete and submit the required data to DSH thirty (30) days after the end of each
month. Contractor shall identify any data in the dataset subject to the rules of 42
CFR Part 2 upon submission to DSH. DSH has the right to amend data dictionary at
any time and will provide Contractor sixty (60) days advance notice to implement any
such change. Data shall be used by DSH for the purposes of program evaluation,
monitoring, reporting, and research.
2. REPORTS
A. AWOL REPORT
Contractor shall report any AWOL within twenty-four (24) hours to the court that
made the commitment and the assigned DSH Consulting Psychologist.
B. SIR
Contractor shall report via email to the assigned DSH Consulting Psychologist when
a Felony Mental Health Diversion Client who is currently receiving treatment in the
community-based diversion is involved in a SIR. SIRs shall include, but not be limited
to, causing serious harm to self or others and committing a new felony offense.
Contractor shall notify the assigned DSH Consulting Psychologist verbally or via
email within twenty-four (24) hours of the incident and shall submit a SIR via email
within forty-eight (48) hours of the incident. Contractor shall respond to SIR and law
enforcement issues of which it becomes aware, with coverage twenty-four (24) hours
per day, seven (7) days a week, and with the capacity to arrange for or provide
emergency transportation of Felony Mental Health Diversion Clients. Contractor shall
maintain a SIR file that is separate from the Felony Mental Health Diversion Client's
record.
C. REVOCATION REPORT
Contractor shall report in writing via email to courtreferrals(aD-dsh.ca.gov and the DSH
Contract Manager or designee within two (2) business days of revocation.
Page 1 of 1
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit B: Budget Detail and Payment Provisions
EXHIBIT B
BUDGET DETAIL AND PAYMENT PROVISIONS
1. INVOICING AND PAYMENT:
A. Contractor shall submit all invoices not more frequently than monthly in arrears.
B. For services satisfactorily rendered, and upon receipt and approval of invoices
submitted as described herein, DSH agrees to compensate Contractor in accordance
with the rates specified in section 5, Budget Detail.
C. DSH is not responsible for services performed by Contractor outside of this
Agreement, nor for services performed other than as outlined in Exhibit A, Scope of
Work.
D. DSH makes no guarantee, either written or implied, as to the actual amount of funds
that will be expended under this Agreement.
E. Contractor shall not bill or seek reimbursement from DSH for any goods or services if
Contractor received or will receive reimbursement or funding for such goods or
services under any federal program, such as the CAREs Act or FEMA disaster relief,
except when Contractor has billed Medicare and seeks the difference between the
Medicare payment and the DSH contract price.
2. INSTRUCTIONS TO CONTRACTOR:
A. To expedite the processing of invoices submitted to DSH for payment, all invoice(s)
shall be submitted to DSH for review and approval at either:
Department of State Hospitals
Attention: Accounting Office
1215 O Street, MS-2
Sacramento, CA 95814
OR
DSHSAC.AccountsPayable(a)dsh.ca.gov
B. Contractor shall submit one (1) original and three (3) copies of each invoice, unless
emailed.
C. Contractor shall type, not handwrite, each invoice on company letterhead. DSH may
provide an invoice template, if requested, which may be used in lieu of company
letterhead.
D. Contractor shall clearly note Contractor's name and address on each invoice. The
name on the invoice must match the Payee Data Record (Std. 204) and the name
listed on this Agreement.
E. Contractor shall list and itemize in accordance with section 5, Budget Detail, all
services or deliverables provided on each invoice.
F. Contractor shall include the following on each submitted invoice:
Page 1 of 5
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit B: Budget Detail and Payment Provisions
1) Date(s) during which the services or deliverables were provided and the date in
which the invoice was generated;
2) Agreement number, which can be found on the Standard Agreement Form (Std.
213);
3) Small Business certification number, if applicable;
4) Professional license number, if applicable;
5) Invoice total;
6) Written proof of DSH's approval as required by this Agreement for those services
requiring pre-approval; and
7) Back-up documentation, as requested by DSH.
3. BUDGET CONTINGENCY CLAUSE:
A. It is mutually agreed that if the Budget Act of the current year and/or any subsequent
years covered under this Agreement does not appropriate sufficient funds for the
Program, this Agreement shall no longer be in full force and effect. In this event, the
State shall have no liability to pay any funds whatsoever to Contractor or to furnish
any other considerations under this Agreement and Contractor shall not be obligated
to perform any provisions of this Agreement.
B. If funding for any Fiscal Year (FY) is reduced or deleted by the Budget Act for
purposes of this program, the State shall have the option to either cancel this
Agreement with no liability occurring to the State or offer an Agreement amendment
to Contractor to reflect the reduced amount.
C. If this Agreement overlaps federal and state FYs, should funds not be appropriated
by Congress or approved by the Legislature for the FY in which the Agreement was
entered into, and/or any subsequent years covered under this Agreement, the State
may exercise its option to cancel this Agreement.
D. In addition, this Agreement is subject to any additional restrictions, limitations, or
conditions enacted by Congress or the Legislature which may affect the provisions or
terms of funding of this Agreement in any manner.
4. PROMPT PAYMENT CLAUSE:
A. Payment will be made in accordance with, and within the time specified in,
Government Code section 927, et seq.
5. BUDGET DETAIL:
A. The amount of this Agreement shall not exceed $27,531,750 at rates listed in this
Agreement. The dollar amounts in the tables below can be realigned among the line
items per fiscal year as Contractor sees fit, including realigning money for
implementation costs. Realignment of funding among the line items must be
approved by DSH but will not require an Agreement amendment.
B. Contractor will be reimbursed for actual expenses in the categories listed in Exhibit
A, Section 6, Contractor Responsibilities.
Page 2 of 5
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit B: Budget Detail and Payment Provisions
County of Fresno
32 Bed Diversion Contract
Item Title FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 Total
A Implementation $0.00
Funding
Wrap Around
B $2,663,000.00 $3,995,000.00 $3,995,000.00 $3,995,000.00 $3,995,000.00 $18,643,000.00
Service Budget
County
C Administrative $399,000.00 $599,000.00 $599,000.00 $599,000.00 $599,000.00 $2,795,000.00
Overhead
Justice Partner
D $750,000.00 $750,000.00 $750,000.00 $750,000.00 $750,000.00 $3,750,000.00
Funding
Violence Risk
E $243,750.00 $243,750.00 $243,750.00 $243,750.00 $243,750.00 $1,218,750.00
Assessment
F Court Liaison $225,000.00 $225,000.00 $225,000.00 $225,000.00 $225,000.00 $1,125,000.00
TOTAL $4,280,750.00 $5,812,750.00 $5,812,750.00 $5,812,750.00 $5,812,750.00 $27,531,750.00
C. Program Implementation Costs:
Contractor may submit invoices for any and all initial program implementation costs
associated with and pertaining to the items in Exhibit A, Scope of Work, Section 6.A,
"Program Implementation Funds" within fifty-two (52) months from the Agreement
start date. The total program implementation costs invoice shall not exceed amount
shown in Budget Detail, 5.B., table above.
D. Daily Bed Rate for Wrap Around Services:
DSH shall reimburse Contractor for each filled bed day at a rate of$228 per bed per
day of enrollment per Client. Contractor shall clearly identify the budgeted allocation
total for each service category and provide DSH with an itemized invoice of costs for
reimbursement. The total program wraparound service budget shown in Budget
Detail, 5.B, above is calculated at an average length of stay of eighteen (18) months.
The initial fiscal year is budgeted at twelve (12) months of service for up to 32
admissions. The following fiscal years include eighteen (18) months of service
(twelve (12) months for newly enrolled Clients and six (6) months for admissions
remaining from the prior year).
E. Administrative Overhead Costs:
Contractor's invoices for actual administrative overhead costs shall not exceed the
amount shown in Budget Detail, 5.B., table above. Contractor shall clearly identify
the budgeted allocation total for each service category and provide DSH with an
itemized invoice of costs for reimbursement.
Page 3 of 5
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit B: Budget Detail and Payment Provisions
F. Justice Partner, Violence Risk Assessment, and Court Liaison Costs:
Contractor's invoices for actual justice partner, violence risk assessment and Court
Liaison costs shall not exceed the amount shown in Budget Detail, 5.B., table above.
Contractor shall clearly identify the budgeted allocation total for each service
category and provide DSH with an itemized invoice of costs for reimbursement.
G. DSH does not expressly or by implication agree that the actual amount of work will
correspond with any estimation provided in this Agreement and reserves the right to
omit portions of the estimated amount of work as may be deemed necessary or
advisable by DSH. The estimates listed above are a good faith estimate and are not
a guarantee of business and is subject to change depending on fluctuation in Client
population. The amounts indicated above/below will be used solely for the purposes
of encumbering funds. DSH makes no guarantee, expressed or implied for actual
amount of work to be performed. However, the rates contained in Exhibit B shall be
binding for the term of this Agreement.
Should DSH determine, in its sole discretion, that the estimated amount of work is
insufficient to meet the demands of Client care or otherwise meet the needs of DSH,
the parties may amend this Agreement by adding additional funds at the same rates.
This right to amend is in addition to the right to amend for other reasons contained in
this Agreement or noted in the solicitation that resulted in this Agreement, if
applicable. Any amendment shall be in writing and signed by both parties and be
approved by the Department of General Services if such approval is required.
H. At the sole discretion of DSH and for the purposes of accounting, DSH may adjust
the total proposed expenditure for each fiscal year as needed. In no event will this
change the contract price for the services actually rendered.
I. Contractor must submit all invoices within a reasonable time but, no later than twelve
(12) months from the date that services were provided. If Contractor fails to provide
invoices within twelve (12) months of the date services are rendered, DSH may elect
to reject the invoices for payment as untimely and Contractor will be deemed to have
waived any right to payment of the late invoices.
J. Contractor shall not be reimbursed for any travel-related expenses. All travel shall be
at the expense of Contractor.
K. Contractors who receive Infrastructure Grant funds may rent beds from DSH to be
utilized for non-DSH Clients. Contractor shall reimburse DSH through a cost-
reimbursement process of the infrastructure funding initially allocated to Contractor
over the term of the covenant. The cost reimbursement rate will be configured as a
daily rate by dividing the infrastructure bed rate by the total number of days of the
covenant twenty (20) or thirty (30) years).
Page 4of5
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit B: Budget Detail and Payment Provisions
The table below outlines the daily infrastructure rate for cost reimbursement of a bed
for both a twenty (20)-year and thirty (30)-year covenant.
Bed Rate 20-Year Covenant 30-Year Covenant Cost Per Bed Per Cost Per Bed Per
Total Days Total Days Day for 20-Year Day for 30-Year
Covenant Covenant
$93,750 7,300 10,950 $12.84 $8.56
Revision 12-9-2021
Page 5 of 5
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit D: Special Terms and Conditions
EXHIBIT D
SPECIAL TERMS AND CONDITIONS
1. SUBCONTRACTS:
A. Except for subcontracts identified in accordance with the solicitation, Contractor
shall submit any subcontracts in connection with this Agreement to the DSH for its
prior written approval. No work shall be subcontracted without the prior written
approval of the DSH. Upon the termination of any subcontract, the DSH shall be
notified immediately. Any subcontract shall include all the terms and conditions of
this Agreement and its attachments.
B. Nothing contained in this Agreement shall create any contractual relationship
between the DSH and any subcontractors, and Contractor is solely responsible for
payment of any and all fees, expenses, salaries and benefits of subcontractor. No
subcontract shall relieve the Contractor of its responsibilities and obligations
hereunder. The Contractor is fully responsible to the DSH for the acts and
omissions of its subcontractors and of persons either directly or indirectly employed
or acting as an agent by any of them. Contractor agrees to indemnify and hold the
DSH harmless for any costs, losses or claims, including reasonable attorney fees,
resulting from its subcontractors.
2. PUBLICATIONS AND REPORTS:
A. The DSH reserves the right to use and reproduce all publications, reports, and data
produced or delivered pursuant to this Agreement. The DSH further reserves the
right to authorize others to use or reproduce such materials, provided the author of
the report is acknowledged in any such use or reproduction.
B. If the publication and/or report are prepared by non-employees of the DSH, and the
total cost for such preparation exceeds $5,000, the publication and/or report shall
contain the numbers and dollar amounts of all agreements and subcontracts
relating to the preparation of the publication and report in a separate section of the
report (Government Code section 7550).
3. PROGRESS REPORTS:
A. If progress reports are required by the Agreement, Contractor shall provide a
progress report in writing, or orally if approved by the DSH Contract Manager, at
least once a month to the DSH Contract Manager. This progress report shall
include, but not be limited to; a statement that the Contractor is or is not on
schedule, any pertinent reports, and any interim findings if applicable. Contractor
shall cooperate with and shall be available to meet with the DSH to discuss any
difficulties, or special problems, so that solutions or remedies can be developed as
soon as possible.
Page 1 of 10
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit D: Special Terms and Conditions
4. PRESENTATION:
A. Upon request, Contractor shall meet with the DSH to present any findings,
conclusions, and recommendations required by the Agreement for approval. If set
forth in the Agreement, Contractor shall submit a comprehensive final report for
approval. Both the final meeting and the final report shall be completed on or
before the date indicated in this Agreement.
5. DEPARTMENT OF STATE HOSPITALS STAFF:
A. The DSH's staff shall be permitted to work side-by-side with Contractor's staff to
the extent and under conditions as directed by the DSH Contract Manager. In this
connection, the DSH's staff shall be given access to all data, working papers, etc.,
which Contractor seeks to utilize.
B. The Contractor shall abide by DSH's written policy and procedures on "nepotism,"
which is defined as "The practice of an employee using their influence or power to
aid or hinder another in the employment setting because of a personal
relationship." Accordingly, Contractor shall not use their influence or power to aid
or hinder another in DSH's or Contractor's employment setting because of a
personal relationship. The Contractor shall disclose any personal relationship with
any current DSH workforce member by completing DSH 3215 Verification of
Personal Relationships and Hiring of Relatives. Contractor shall also disclose any
personal relationships with any current subcontractor(s)' workforce member.
6. CONFIDENTIALITY OF DATA AND DOCUMENTS:
A. Contractor shall not disclose data or documents or disseminate the contents of the
final or any preliminary report without written permission of the DSH Contract
Manager. However, all public entities shall comply with California Public Records
Act (Government Code sections 7920 et seq.).
B. Permission to disclose information or documents on one occasion shall not
authorize Contractor to further disclose such information or documents on any
other occasion except as otherwise provided in the Agreement or required by law.
C. Contractor shall not comment publicly to the press, or any other media, regarding
the data or documents generated, collected, or produced in connection with this
Agreement, or the DSH's actions on the same, except to the DSH's staff,
Contractor's own personnel involved in the performance of this Agreement, or as
required by law.
D. If requested by the DSH, Contractor shall require each of its employees or officers
who will be involved in the performance of this Agreement to agree to the above
terms in a form to be approved by the DSH and shall supply the DSH with
evidence thereof.
E. Each subcontract shall contain the foregoing provisions related to the
confidentiality of data and nondisclosure.
Page 2 of 10
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit D: Special Terms and Conditions
F. After any data or documents submitted has become a part of the public records of
the DSH, Contractor may at its own expense and upon written approval by the
DSH Contract Manager, publish or utilize the same data or documents but shall
include the following Notice:
LEGAL NOTICE
This report was prepared as an account of work sponsored by the Department of State
Hospitals (Department), but does not necessarily represent the views of the Department
or any of its employees except to the extent, if any, that it has formally been approved by
the Department. For information regarding any such action, communicate directly with
the Department at P.O. Box 952050, Sacramento, California, 94252-2050. Neither said
Department nor the State of California, nor any officer or employee thereof, or any of its
contractors or subcontractors makes any warranty, express or implied, or assumes any
legal liability whatsoever for the contents of this document. Nor does any party represent
that use of the data contained herein, would not infringe upon privately owned rights
without obtaining permission or authorization from any party who has any rights in
connection with the data.
7. PROVISIONS RELATING TO DATA:
A. "Data" as used in this Agreement means recorded information, regardless of form
or characteristics, of a scientific or technical nature. It may, for example, document
research, experimental, developmental or engineering work; or be usable or be
used to define a design or process; or support a premise or conclusion asserted in
any deliverable document called for by this Agreement. The data may be graphic
or pictorial delineations in media, such as drawings or photographs, charts, tables,
mathematical modes, collections or extrapolations of data or information, etc. It
may be in machine form, as punched cards, magnetic tape, computer printouts, or
may be retained in computer memory.
B. "Generated data" is that data, which a Contractor has collected, collated, recorded,
deduced, read out or postulated for utilization in the performance of this
Agreement. Any electronic data processing program, model or software system
developed or substantially modified by the Contractor in the performance of this
Agreement at the expense of the DSH, together with complete documentation
thereof, shall be treated in the same manner as generated data.
C. "Deliverable data" is that data which under terms of this Agreement is required to
be delivered to the DSH. Such data shall be property of the State of California and
the DSH.
D. Prior to the expiration of any legally required retention period and before destroying
any data, Contractor shall notify the DSH of any such contemplated action; and the
DSH may within 30 days of said notification determine whether or not this data
shall be further preserved. The DSH shall pay the expense of further preserving
this data. The DSH shall have unrestricted reasonable access to the data that is
preserved in accordance with this Agreement.
Page 3 of 10
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit D: Special Terms and Conditions
E. Contractor shall use best efforts to furnish competent witnesses to testify in any
court of law regarding data used in or generated under the performance of this
Agreement.
F. All financial, statistical, personal, technical and other data and information relating
to the DSH's operation, which are designated confidential by the State or the DSH
and made available to carry out the Agreement, or which become available to
Contractor in order to carry out this Agreement, shall be protected by Contractor
from unauthorized use and disclosure.
G. If the DSH determines that the data and information are inadequately protected by
Contractor or its subcontractors, the DSH shall provide notice of its determination
and Contractor and/or its subcontractors shall improve the protections to the DSH's
satisfaction which shall be evidenced by written approval of the protections
implemented.
8. APPROVAL OF PRODUCT:
A. Each product to be approved under this Agreement shall be approved by the
Contract Manager. The DSH's determination as to satisfactory work shall be final,
absent fraud or mistake.
9. SUBSTITUTIONS:
A. Contractor's key personnel as indicated in its proposal may not be substituted
without the Contract Manager's prior written approval.
10. NOTICE:
A. Notice to either party shall be given by first class mail, by Federal Express, United
Parcel Service or similar carrier, properly addressed, postage fully prepaid, to the
address beneath the name of each respective party. Alternatively, notice may be
given by personal delivery by any means whatsoever to the party and such notice
shall be deemed effective when delivered.
11. WAIVER:
A. All remedies afforded in this Agreement are cumulative; that is, in addition to every
other remedy provided therein or by law. The failure of the DSH to enforce any
provision of this Agreement, shall not waive its right to enforce the provision or any
other provision of the Agreement.
12. GRATUITIES AND CONTINGENCY FEES:
A. Contractor shall not provide gratuities to any officer or employee of the DSH or the
State to secure an agreement or favorable treatment with respect to an agreement,
the occurrence of which shall constitute a material breach of this Agreement. The
DSH, by written notice to the Contractor, may terminate this Agreement with cause
if it is found that gratuities were offered or given by the Contractor or any agent or
representative of the Contractor to any officer or employee of the State or the DSH
Page 4 of 10
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit D: Special Terms and Conditions
with a view toward securing an agreement or securing favorable treatment with
respect to the awarding, amending, or performance of such agreement.
B. In the event this Agreement is terminated as provided in the paragraph above, the
DSH shall be entitled (a)to pursue the same remedies against Contractor as it
could pursue in the event of the breach of the Agreement by the Contractor, and
(b) as a predetermined amount of liquidated damages, Contractor shall pay an
amount which shall not be less than three times the cost incurred by the Contractor
in providing any such gratuities to any such officer or employee.
C. The rights and remedies of the DSH provided in this clause shall not be exclusive
and are in addition to any other rights and remedies provided by law or under this
Agreement.
D. The Contractor warrants by execution of this Agreement that no person or selling
agency has been employed or retained to solicit or secure this Agreement for a
commission, percentage, brokerage or contingent fee, excepting bona fide
employees of Contractor, for the purpose of securing business. For breach or
violation of this warranty, the DSH shall, among other rights, have the right to
rescind this Agreement without liability, paying only for the values of the work
actually returned, or in its discretion to deduct from the Agreement price or
consideration, or otherwise recover, the full amount of such commission,
percentage, brokerage, or contingent fee.
13. INTEGRATION CLAUSE:
A. The parties agree that this Agreement, including only the State standard form 213
and all exhibits, constitute the entire agreement of the parties and no other
understanding or communication, whether written or oral, shall be construed to be
a part of this Agreement.
14. CAPTIONS:
A. The clause headings appearing in this Agreement have been inserted for the
purpose of convenience and ready reference. They do not purport to and shall not
be deemed to define, limit or extend the scope or intent of the clauses to which
they pertain.
15. PUBLIC HEARINGS:
A. If public hearings on the subject matter dealt with in this Agreement are held within
one year from the Agreement expiration date, Contractor shall make available to
testify the personnel assigned to this Agreement at the hourly rates specified in the
Contractor's proposed budget. The DSH shall reimburse Contractor for travel of
said personnel at the Agreement, or if none, at State rates for such testimony as
may be requested by the DSH.
Page 5 of 10
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit D: Special Terms and Conditions
16. FORCE MAJEURE:
A. Neither the DSH nor the Contractor shall be deemed to be in default in the
performance of the terms of this Agreement if either party is prevented from
performing the terms of this Agreement by causes beyond its control, which shall
include without being limited to: acts of God; interference, rulings or decision by
municipal, Federal, State or other governmental agencies, boards or commissions;
any laws and/or regulations of such municipal, State, Federal, or other
governmental bodies; or any catastrophe resulting from flood, fire, explosion,
earthquakes or other similar environmental causes beyond the control of the
defaulting party. If any of the stated contingencies occur, the party delayed by force
majeure shall immediately give the other party written notice of the cause of delay.
The party delayed by force majeure shall use reasonable diligence to correct the
cause of the delay, if correctable.
17. LITIGATION:
A. The DSH, promptly after receiving notice thereof, shall notify the Contractor in
writing of the commencement of any claim, suit, or action against the DSH or its
officers or employees for which the Contractor must provide indemnification under
this Agreement. The failure of the DSH to give such notice, information,
authorization or assistance shall not relieve the Contractor of its indemnification
obligations. The Contractor shall immediately notify the DSH of any claim or action
against it which affects, or may affect, this Agreement, the terms or conditions
hereunder, DSH, and shall take such action with respect to said claim or action
which is consistent with the terms of this Agreement and the interest of the DSH.
B. Contractor shall be in default of this Agreement (i) upon the institution by or against
Contractor of insolvency, receivership or bankruptcy proceedings or any other
proceedings for the settlement of Contractor's debts, (ii) upon Contractor making
an assignment for the benefit of creditors, (iii) upon either party's dissolution or
ceasing to do business or (iv) when the facts and circumstances indicate that
Contractor is insolvent. For purposes of this Agreement, Contractor shall be
deemed insolvent if: (1) Contractor has failed to pay salaries, overtime or benefits
required by law of agreement, (ii) Contractor has failed to pay a subcontractor
amounts owed pursuant to its agreements with a subcontractor, or (iii) Contractor
has failed to pay a vendor amounts Contractor owes the vendor for more than 90
days the past due date for payment.
18. DISPUTES:
A. Contractor shall first discuss and attempt to resolve any dispute arising under or
relating to the performance of this Agreement.
19. EVALUATION OF CONTRACTOR'S PERFORMANCE:
A. The DSH shall evaluate Contractor's performance under this Agreement using
standardized evaluation forms which shall be made available to every state agency
pursuant to Public Contracts Code section 10367.
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Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit D: Special Terms and Conditions
20. AUDITS, INSPECTION AND ENFORCEMENT:
A. Contractor agrees to allow the DSH to inspect its facilities and systems, and make
available for review its books and records to enable the DSH to monitor
compliance with the terms of this Agreement and audit invoices submitted to the
DSH.
B. Contractor shall promptly remedy any violation of any provision of this Agreement
to the satisfaction of the DSH.
C. The fact that the DSH inspects, or fails to inspect, or has the right to inspect
Contractor's facilities, systems, books and records does not relieve Contractor of
its responsibility to independently monitor its compliance with this Agreement.
D. The DSH's failure to detect or the DSH's detection of any unsatisfactory practices,
but failure to notify Contractor or require Contractor's remediation of the
unsatisfactory practices does not constitute acceptance of such practice or a
waiver of the DSH's enforcement rights under the Agreement.
21. USE OF STATE FUNDS:
A. Contractor, including its officers and members, shall not use funds received from
the DSH pursuant to this Agreement to support or pay for costs or expenses
related to the following:
i. Campaigning or other partisan activities to advocate for either the election or
defeat of any candidate for elective office, or for or against the passage of any
proposition or ballot measure; or,
ii. Lobbying for either the passage or defeat of any legislation.
B. This provision is not intended and shall not be construed to limit any expression of
a view, opinion, or position of any member of Contractor as an individual or private
citizens, as long as state funds are not used; nor does this provision limit
Contractor from merely reporting the results of a poll or survey of its membership.
22. CANCELLATION PROVISIONS:
A. Unless otherwise specified, this Agreement may be canceled at any time by the
DSH, in writing, with fifty (50) days advance notice. If canceled, payment shall be
made only for the provision of services expressly authorized by this Agreement
until the date of cancellation and only at the rates set forth in Exhibit B, Budget
Detail. In the case of early termination, a final payment will be made to Contractor
upon receipt of an invoice covering all authorized costs, at the rates set forth in
Exhibit B, incurred prior to the date of cancellation or termination. The DSH shall
not be responsible for unamortized costs, overhead or capital costs or any other
related costs, including but, not limited to costs incurred in connection with the
cancellation of leases or contracts pertaining to facilities, equipment or supplies,
labor and employee benefits costs, and expenditures incurred after the date of
notice of cancellation.
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Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit D: Special Terms and Conditions
B. If the DSH determines that the Contractor has breached a material term of the
Agreement and has not cured the breach or ended the violation within the time
specified by the DSH, the DSH may terminate the contract by providing notice to
the Contractor. The DSH Information Security Officer shall report as required
HIPAA violations to the Secretary of the U.S. Department of Health and Human
Services.
C. Failure to comply with section 1 or 6 of this Exhibit, or a violation of section 12 of
this Exhibit, shall be deemed a material breach of this Agreement.
23. EMPLOYMENT PROVISIONS:
A. Contractor acknowledges and agrees that neither Contractor, their personnel,
subcontractors, nor other service providers through this Agreement are employees
of the DSH. Contractor and its independent contractors shall be solely responsible
for:
i. Paying any and all payroll taxes, including, but not limited to Social Security
and Medicare taxes,
ii. Federal or state income tax withholding,
iii. Providing unemployment insurance and workers compensation insurance, and
iv. Paying compensation to its employees in accordance with federal and state
labor laws, including overtime pay unless otherwise specified in this
Agreement, as well as penalties that may be imposed for failure to comply with
these laws. Contractor agrees to indemnify and hold harmless the DSH for any
damages, losses, expenses, including reasonable attorney fees, in connection
with its failure to pay salary or overtime, or provide benefits, including, but not
limited to health care benefits or retirement benefits, to its employees, or its
failure to provide to comply with federal or state labor laws.
24. LIABILITY FOR LOSS AND DAMAGES:
A. Any damages by Contractor, their personnel, subcontractors, and other service
providers through this Agreement to DSH's facility, including equipment, furniture,
materials, or other State or DSH property, shall be repaired or replaced by
Contractor to the satisfaction of the DSH at Contractor's expense. The DSH, at its
option, may repair any such damage and deduct the cost thereof from any sum
due Contractor under this Agreement.
25. SECURITY CLEARANCE/FINGERPRINTING/TUBERCULIN SKIN TESTING:
A. The DSH reserves the right to conduct fingerprinting, drug testing, and/or security
clearance through the Department of Justice, Bureau of Criminal Identification and
Information (BCII), prior to award and at any time during the term of the
Agreement, in order to permit Contractor, their personnel, subcontractors, and
other service providers through this Agreement access to State premises. The
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Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit D: Special Terms and Conditions
DSH further reserves the right to terminate this Agreement should a threat to
security be determined.
B. In the event that the services required under this Agreement will be performed
within a DSH facility, Contractors and their employees who are assigned to work
with, near, or around patients shall be required to be examined and tested or
medically evaluated by a licensed healthcare provider for TB in an infectious or
contagious stage prior to the performance of contracted duties, and at least once a
year thereafter (within 12 months of their initial or previous TB test under this
contract), or more often as directed by DSH. Contractors and their employees who
have any contact (physical or nonphysical) with patients, shall be required to
furnish to the DSH Contract Manager, at no cost to DSH, a documented
Tuberculosis (TB) evaluation/test for TB infection (Tuberculin Skin Test (TST) or a
blood test Interferon Gamma Release Assay (IGRA) completed within (30) thirty
days of the start date of the services and be certified to be free of TB in an
infectious or contagious stage by a licensed healthcare provider prior to assuming
their contracted duties and annually thereafter.
C. If both of the documented results of the TST provided s 0-9/mm of induration, then
the tested person may be cleared to provide services. However, if the documented
result of the TST is >_ 10/mm of induration, then they shall be subject to additional
testing and/or clearances before he or she is allowed to work at a DSH facility.
D. The DSH reserves the right, in its sole and absolute discretion, to take measures to
minimize the transmission of influenza. Contractor, their personnel, subcontractors,
and other service providers through this Agreement may be required to either a)
show written proof that they have received an influenza vaccine, or b) complete an
Influenza Declination Form, which will be provided upon request. In addition, all
non-vaccinated providers may be required to wear a mask. In its sole and absolute
discretion, DSH may elect to provide free influenza vaccines to Contractor, their
personnel, subcontractors, and other service providers through this Agreement.
26. PHYSICIAN OWNERSHIP AND REFERRAL ACT OF 1993:
A. For applicable medical services contracts, and in accordance with the Physician
Ownership and Referral Act of 1993, Contractor shall not refer any patient to any
health care provider or health-related facility if the Contractor has a financial
interest with that health care provider or health-related facility.
B. Contractor may make a referral to or request consultation from a sole source
health care provider or health-related facility in which financial interest is held if
Contractor is located where there is no alternative provider of service within either
twenty-five (25) miles or forty (40) minutes travel time, subject to the prior approval
of the DSH. Contractor shall disclose, in writing, as well as on a continuous basis,
to the DSH, its financial interest at the time of referral or request for consultation. In
no event, will this prohibit patients from receiving emergency health care services.
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Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit D: Special Terms and Conditions
27. AMENDMENTS
A. The parties reserve the right to amend this Agreement as mutually agreed upon.
This is in addition to the right to amend for other reasons contained in this
Agreement or noted in the solicitation that resulted in this Agreement, if applicable.
Any amendment shall be in writing and signed by both parties, and be approved by
the Department of General Services if such approval is required.
Revision 811312024
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Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit E: Confidentiality and Information Security Provisions
EXHIBIT E
CONFIDENTIALITY AND INFORMATION SECURITY PROVISIONS
These Confidentiality and Information Security Provisions (for HIPAA/HITECH Act contracts)
set forth the information privacy and security requirements Contractor is obligated to follow
with respect to all confidential information (as defined herein) disclosed to Contractor, or
collected, created, maintained, stored, transmitted, or used by Contractor for or on behalf of
the California Department of State Hospitals (DSH), pursuant to Contractor's agreement with
DSH. DSH and Contractor (the parties) desire to protect the privacy and provide for the
security of DSH confidential information pursuant to this Exhibit and in compliance with state
and federal laws applicable to the confidential information.
1. CONFIDENTIALITY AND INFORMATION SECURITY PROVISIONS:
A. Contractor shall comply with applicable laws and regulations, including but not
limited to Welfare and Institutions Code sections 14100.2 and 5328 et seq. (2021),
the Lanterman-Petris-Short Act, Civil Code section 1798 et seq. (2021), the
Information Practices Act of 1977, Health and Safety Code section 123100 et seq.
(2021), the Patient Access to Health Records Act, Title 42, Code of Federal
Regulations (C.F.R.) part 431.300 et seq. (2021), and the Health Insurance
Portability and Accountability Act of 1996 (HIPAA), including but not limited to
section 1320d et seq. of Title 42 of the United States Code and its implementing
regulations (including but not limited to Title 45, Code of Federal Regulations
(C.F.R.), parts 160, 162 and 164 (2021) (HIPAA regulations) regarding the
confidentiality and security of protected health information (PHI). The following
provisions of this Exhibit set forth some of the requirements of these statutes and
regulations. This Exhibit should not be considered an exclusive list of the
requirements. Contractor is required to fulfill the requirements of these statutes and
regulations by independently researching and obtaining legal advice on these
requirements as they may be amended from time to time.
B. Order of Precedence: With respect to confidentiality and information security
provisions for all DSH confidential information, the terms and conditions of this
Exhibit shall take precedence over any conflicting terms or conditions set forth in
any other part of the agreement between Contractor and DSH, including Exhibit A
(Scope of Work), all other exhibits and any other attachments, and shall prevail
over any such conflicting terms or conditions.
C. Effect on lower tier transactions: The terms of this Exhibit shall apply to all
contracts, subcontracts, and subawards, and the information privacy and security
requirements Contractor is obligated to follow with respect to DSH confidential
information disclosed to Contractor, or collected, created, maintained, stored,
transmitted or used by Contractor for or on behalf of DSH, pursuant to Contractor's
agreement with DSH. When applicable, the Contractor shall incorporate the
relevant provisions of this Exhibit into each subcontract or subaward to its agents,
subcontractors, or independent consultants.
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Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit E: Confidentiality and Information Security Provisions
2. DEFINITIONS:
A. The following terms used in the agreement between DSH and Contractor shall
have the same meaning as those terms in the HIPAA Rules: Breach, Covered
Entity, Data Aggregation, Disclosure, Health Care Operations, Individual, Minimum
Necessary, Protected Health Information, Secretary, Subcontractor, Unsecured
Protected Health Information, and Use.
B. Specific Definitions
i. Contractor. Contractor shall have the same meaning as the term "business
associate" at 45 C.F.R. section 160.103 (2021).
ii. Breach. With respect to Contractor's handling of confidential information,
"breach" shall have the same meaning as the term "breach" in HIPAA, 45
C.F.R. section 164.402 (2021).
iii. HIPAA Rules. HIPAA Rules shall mean the Privacy, Security, Breach
Notification, and Enforcement Rules at 45 C.F.R. parts 160 and 164 (2021).
iv. Confidential Information. Confidential information shall mean information or
data that is Protected Health Information or Personal Information as defined
herein.
v. Personal Information (PI). Personal Information shall have the same
meaning as defined in Civil Code section 1798.3, subdivision (a) (2021).
vi. Required by law, as set forth under 45 C.F.R. section 164.103 (2021), shall
mean a mandate contained in law that compels an entity to make a use or
disclosure of PHI that is enforceable in a court of law. This includes, but is
not limited to, court orders and court-ordered warrants, subpoenas or
summons issued by a court, grand jury, a governmental or tribal inspector
general, or an administrative body authorized to require the production of
information, and a civil or an authorized investigative demand. It also
includes Medicare conditions of participation with respect to health care
providers participating in the program, and statutes or regulations that
require the production of information, including statutes or regulations that
require such information if payment is sought under a government program
providing public benefits.
vii. Security Incident. Security Incident shall mean the intentional attempted or
successful unauthorized access, use, disclosure, modification, or
destruction of PHI or PI, or confidential data that is essential to the ongoing
operation of Contractor's organization and intended for internal use; or
interference with system operations in an information system.
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Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit E: Confidentiality and Information Security Provisions
3. OBLIGATIONS AND ACTIVITIES OF BUSINESS ASSOCIATE:
A. Contractor agrees to:
i. not use or disclose confidential information other than as permitted or
required by the agreement between DSH and Contractor or as required by
law. Any use or disclosure of DSH confidential information shall be the
Minimum Necessary;
ii. use appropriate safeguards, and comply with Subpart C of 45 C.F.R. part
164 (2021) with respect to electronic confidential information, to prevent
use or disclosure of confidential information other than as provided for by
the agreement with DSH;
iii. report to DSH any use or disclosure of confidential information not provided
for by the agreement with DSH of which it becomes aware, including
breaches of unsecured protected health information as required at 45
C.F.R. section 164.410 (2021), and any security incident of which it
becomes aware;
iv. in accordance with 45 C.F.R. sections 164.502(e)(1)(ii) and 164.308(b)(2)
(2021), if applicable, ensure that any agents and subcontractors that create,
receive, maintain, or transmit confidential information on behalf of
Contractor enter into a written agreement with Contractor agreeing to be
bound to the same restrictions, conditions, and requirements that apply to
Contractor with respect to such information;
v. to provide access and make available confidential information in a
designated record set to DSH or to an Individual in accordance with 45
C.F.R. section 164.524 (2021) and California Health and Safety Code
section 123100 et seq. (2021). Designated Record Set shall mean the
group of records maintained for DSH that includes medical, dental, and
billing records about individuals; enrollment, payment, claims adjudication,
and case or medical management systems maintained for DSH health
plans; or those records used to make decisions about individuals on behalf
of DSH. Contractor shall use the forms and processes developed by DSH
for this purpose and shall respond to requests for access to records
transmitted by DSH within fifteen (15) calendar days of receipt of the
request by producing the records or verifying that there are none;
vi. if Contractor maintains an Electronic Health Record with PHI and an
Individual requests a copy of such information in an electronic format,
Contractor shall provide such information in an electronic format to enable
DSH to fulfill its obligations under the HITECH Act, including but not limited
to, 42 U.S.C. section 17935(e) (2021);
vii. if Contractor receives data from DSH that was provided to DSH by the
Social Security Administration, upon request by DSH, Contractor shall
provide DSH with a list of all employees, subcontractors, and agents who
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Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit E: Confidentiality and Information Security Provisions
have access to the Social Security data, including employees, contractors,
and agents of its subcontractors and agents;
viii. make any amendment(s) to confidential information in a Designated Record
Set as directed or agreed to by DSH pursuant to 45 C.F.R. section 164.526
(2021), or take other measures as necessary to satisfy DSH's obligations
under 45 C.F.R. section 164.526 (2021);
ix. to document and make available to DSH or (at the direction of DSH) to an
Individual within 15 days such disclosures of PHI, and information related to
such disclosures, necessary to respond to a proper request by the
Individual for an accounting of disclosures of PHI, in accordance with the
HITECH Act and its implementing regulations, including but not limited to
45 C.F.R. section 164.528 (2021) and 42 U.S.C. section 17935(c) (2021). If
Contractor maintains electronic health records for DSH as of January 1,
2009, Contractor must provide an accounting of disclosures, including
those disclosures for treatment, payment, or health care operations,
effective with disclosures on or after January 1, 2014. If Contractor acquires
electronic health records for DSH after January 1, 2009, Contractor must
provide an accounting of disclosures, including those disclosures for
treatment, payment, or health care operations, effective with disclosures on
or after the date the electronic health record is acquired, or on or after
January 1, 2011, whichever date is later. The electronic accounting of
disclosures shall be for disclosures during the three years prior to the
request for an accounting;
x. to the extent Contractor is to carry out one or more of DSH's obligation(s)
under Subpart E of 45 C.F.R. part 164 (2021), comply with the
requirements of Subpart E that apply to DSH in the performance of such
obligation(s); and
A. make its internal practices, books, and records available to the Secretary
for purposes of determining compliance with the HIPAA regulations.
xii. comply with all legal obligations pursuant to the California Consumer
Privacy Protection Act (CCPA) of Contractor, its employees, agents and
sub-contractors, including but not limited to the handling and disclosure of
personal information received resulting from this agreement, abiding by
CCPA notice requirements on Contractor's website(s), safeguarding
personal information received in connection with this agreement, refraining
from using personal information received in connection with this agreement
outside of the enumerated business purpose contained therein.
Contractor's failure to comply with such laws and regulations shall
constitute a material breach of this Agreement, and shall be grounds for
immediate termination of the Agreement by DSH, pursuant to section 7 of
Exhibit C. By executing this Agreement, Contractor certifies that it is aware
of its legal obligations as set forth under the CCPA, that it is in compliance
with the CCPA, and shall remain in compliance with all such laws and
regulations for the term of this Agreement.
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Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit E: Confidentiality and Information Security Provisions
xiii. indemnify and hold the DSH harmless from and against any and all liability,
loss, suit, damage or claim, including third party claims brought against the
DSH, pursuant to section 5 of Exhibit C of this Agreement, as well as
damages and reasonable costs assessed against the DSH by a court of
competent jurisdiction (or, at Contractor's option, that are included in a
settlement of such claim or action in accordance herewith), to the fullest
extent permitted by State law, to the extent such claim arises from
Contractor's violation of the CCPA in relation to Contractor's performance
under this agreement; provided, that (i) Contractor is notified promptly in
writing of the claim; (ii) Contractor controls the defense and settlement of
the claim; (iii) Contractor provides a defense with counsel approved by the
DSH; and (iv) the DSH cooperates with all reasonable requests of
Contractor(at Contractor's expense) in defending or settling the claim.
4. PERMITTED USES AND DISCLOSURES OF CONFIDENTIAL INFORMATION BY
THE CONTRACTOR:
A. Except as otherwise provided in the agreement between Contractor and DSH,
Contractor, may use or disclose DSH confidential information to perform functions,
activities or services identified in the agreement with DSH provided that such use
or disclosure would not violate federal or state laws or regulations.
B. Contractor may not use or disclose the confidential information except as provided
and permitted or required by this agreement with DSH or as required by law.
C. Contractor may use and disclose confidential information for the proper
management and administration of the Contractor or to carry out the legal
responsibilities of the Contractor, provided that such uses and disclosures are
required by law.
D. Contractor may use confidential information to provide data aggregation services
related to the health care operations of the DSH. Data aggregation means the
combining of DSH confidential information created or received by Contractor on
behalf of DSH with confidential information received by Contractor in its capacity as
the business associate of another Covered Entity, to permit data analyses that
relate to the health care operations of DSH.
5. SAFEGUARDS:
A. Contractor shall develop and maintain an information privacy and security program
that includes the implementation of administrative, technical, and physical
safeguards. The information privacy and security program shall reasonably and
appropriately protect the confidentiality, integrity, and availability of the confidential
information that it creates, receives, maintains, or transmits; and prevent the use or
disclosure of confidential information other than as provided for by the agreement
with DSH. Contractor shall provide the DSH with information concerning such
safeguards as the DSH may reasonably request from time to time.
B. Contractor shall implement administrative, technical, and physical safeguards to
ensure the security of the DSH information on portable electronic media (e.g., USB
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Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit E: Confidentiality and Information Security Provisions
drives and CD-ROM) and in paper files. Administrative safeguards to be
implemented shall include, but are not limited to training, instructions to employees,
and policies and procedures regarding the HIPAA Privacy Rule. Technical
safeguards to be implemented must comply with the HIPAA Security Rule and
Subpart C of part 164 of the HIPAA regulations with respect to electronic
confidential information, and shall include, but are not limited to, role-based
access, computer passwords, timing out of screens, storing laptop computers in a
secure location (never leaving the equipment unattended at workplace, home or in
a vehicle) and encryption. Physical safeguards to be implemented shall include,
but are not limited to, locks on file cabinets, door locks, partitions, shredders, and
confidential destruct.
6. AUTHENTICATION:
A. Contractor shall implement appropriate authentication methods to ensure
information system access to confidential information is only granted to properly
authenticated and authorized persons. If passwords are used in user
authentication (e.g., username/password combination), Contractor shall implement
strong password controls on all compatible computing systems that are consistent
with the National Institute of Standards and Technology (NIST) Special Publication
800-53 and the SANS Institute Password Protection Policy.
i. Contractor shall implement the following security controls on each server,
workstation, or portable (e.g., laptop computer) computing device that
processes or stores 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.
ii. Encrypt all confidential, personal, or sensitive data stored on portable
electronic media (including, but not limited to, CDs and thumb drives) and
on portable computing devices (including, but not limited to, laptop
computers, smart phones and PDAs)with a solution that uses proven
industry standard algorithms.
iii. Prior to disposal, sanitize all DSH confidential data contained in hard drives,
memory devices, portable electronic storage devices, mobile computing
devices, and networking equipment in a manner consistent with the
National Institute of Standards and Technology (NIST) Special Publication
800-88.
iv. Contractor shall not transmit confidential, personal, or sensitive data via e-
mail or other Internet transport protocol over a public network unless, at
minimum, a 128-bit encryption method (for example AES, 3DES, or RC4) is
used to secure the data.
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Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit E: Confidentiality and Information Security Provisions
7. MITIGATION OF HARMFUL EFFECTS:
A. Contractor shall mitigate, to the extent practicable, any harmful effect that is known
to Contractor of a use or disclosure of confidential information by Contractor or its
subcontractors in violation of the requirements of the agreement.
8. NOTIFICATION OF BREACH:
A. During the term of the agreement with DSH, Contractor shall report to DSH any
use or disclosure of information not provided for by its contract of which it became
aware including breaches of unsecured confidential information as required by 45
C.F.R. section 164.410 (2021).
9. DISCOVERY OF BREACH:
A. Contractor shall immediately notify the DSH Chief Information Security Officer by
telephone call and email upon the discovery of a breach of confidential information
in all forms (paper, electronic, or oral) if the confidential information was, or is
reasonably believed to have been, acquired by an unauthorized person, or within
24 hours by email or fax of the discovery of any suspected security incident,
intrusion or unauthorized use or disclosure of confidential information in violation of
the agreement with DSH, or potential loss of DSH confidential data. If the security
incident occurs after business hours or on a weekend or holiday, notification shall
be provided by calling the DSH Chief Information Security Officer. Contractor shall
take:
1) prompt corrective action to mitigate any risks or damages involved with
the breach and to protect the operating environment; and
2) any action pertaining to such unauthorized disclosure required by
applicable federal and state laws and regulations.
10. INVESTIGATION OF BREACH:
A. Contractor shall immediately investigate such security incident, breach, or
unauthorized use or disclosure of DSH confidential information. Within 8 hours of
discovery (of the breach), Contractor shall notify the DSH Chief Information
Security Officer of at least the following:
i. the data elements involved and the extent of the confidential data involved
in the breach;
ii. a description of the unauthorized person(s) known or reasonably believed
to have improperly acquired, accessed, used, transmitted, sent or disclosed
confidential information;
iii. a description of where and when the confidential information is believed to
have been improperly acquired, accessed, used, transmitted, sent or
disclosed;
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Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit E: Confidentiality and Information Security Provisions
iv. a description of the probable causes of the improper acquisition, access,
use, transmission, sending, or disclosure; and
v. whether Civil Code sections 1798.29 or 1798.82 or any other federal or
state laws requiring individual notifications of breaches are required.
11. WRITTEN REPORT:
A. Contractor shall provide a written report of the investigation to the DSH Information
Security Officer within ten (10) working days of the discovery of the breach or
unauthorized use or disclosure. The report shall include, but not be limited to, the
information specified above, an estimation of cost for remediation, as well as a full,
detailed corrective action plan, including information on measures that were taken
to halt and/or contain the improper use or disclosure.
12. NOTIFICATION OF INDIVIDUALS:
A. Contractor shall notify individuals of the breach or unauthorized use or disclosure
when notification is required under state or federal law and to pay any costs of
such notifications, as well as any costs associated with the breach. Notification
shall be made in the most expedient time possible without reasonable delay. The
DSH Program Contract Manager, DSH Chief Information Security Officer, and DSH
Chief Privacy Officer shall approve the time, manner, and content of any such
notifications and their review and approval must be obtained by Contractor before
the notifications are made.
13. DSH CONTACT INFORMATION:
A. Contractor shall direct communications to the DSH Program Contract Manager,
DSH Chief Information Security Officer, and DSH Chief Privacy Officer Contractor
shall initiate contact as indicated herein. DSH reserves the right to make changes
to the contact information below by giving written notice to Contractor. Said
changes shall not require an amendment to the agreement between the parties to
which it is incorporated.
DSH Contract DSH Chief Privacy Officer DSH Chief Information Security
Manager Officer
See Exhibit A- Chief Privacy Officer Chief Information Security
Scope of Work Office of Legal Services Officer
for contact 1215 O Street, MS-5, CA 95814 Information Security Office
information 1215 O Street, MS-4
Email:privacy.officer(a)dsh.ca.aov Sacramento, CA 95814
Telephone: 916-562-3721
Email: isoCo)dsh.ca.gov and
securityCa)dsh.ca.aov
Tele hone: 916-654-4218
Page 8 of 10
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit E: Confidentiality and Information Security Provisions
14. INTERNAL PRACTICES:
A. Contractor shall make Contractor's internal practices, books and records relating to
the use and disclosure of DSH confidential information received from DSH, or
created, maintained or received by Contractor, available to DSH or to the Secretary
in a time and manner designated by DSH or by the Secretary, for purposes of
determining DSH's compliance with HIPAA regulations.
15. EMPLOYEE TRAINING AND DISCIPLINE:
A. Contractor shall train and use reasonable measures to ensure compliance with the
requirements of the agreement between DSH and Contractor by employees who
assist in the performance of functions or activities under this agreement and use or
disclose confidential information; and discipline such employees who intentionally
violate any provisions of this agreement.
16. EFFECT OF TERMINATION:
A. Upon termination or expiration of the agreement between Contractor and DSH for
any reason, Contractor shall return, at its sole expense, to DSH all confidential
information within five (5) business days or as otherwise specified in the request or
notice to return records or, if agreed to by DSH, destroy all confidential information
received from DSH or created or received by Contractor on behalf of DSH, that
Contractor still maintains in any form. Contractor shall retain no copies of DSH
confidential information. However, if return or destruction is not feasible, Contractor
shall continue to extend the protections and provisions of the agreement to such
information, and limit further use or disclosure of such confidential information to
those purposes that make the return or destruction of such confidential information
infeasible. This provision shall apply to DSH confidential information that is in the
possession of Contractor, its subcontractor(s), or its agent(s).
17. MISCELLANEOUS PROVISIONS:
A. DSH shall notify Contractor and Contractor shall notify DSH of restrictions on
disclosures or the manner of confidential communications requested and agreed to
by Contractor or DSH from an Individual to satisfy 45 C.F.R. section 164.522
(2021).
B. Assistance in Litigation or Administrative Proceedings. Contractor shall make itself,
and use its best efforts to make any subcontractors, employees or agents assisting
Contractor in the performance of its obligations under the agreement with DSH,
available to DSH at no cost to DSH to testify as witnesses, or otherwise, in the
event of litigation or administrative proceedings being commenced against DSH, its
directors, officers or employees for claimed violations of HIPAA, regulations or
other laws relating to security and privacy based upon actions or inactions of
Contractor and/or its subcontractors, employees, or agents, except where
Contractor or its subcontractors, employees, or agents is a named adverse party.
Page 9 of 10
Department of State Hospitals Department of Behavioral Health, County of Fresno
Agreement Number: 24-79038-000
Exhibit E: Confidentiality and Information Security Provisions
C. No Third-Party Beneficiaries. Nothing expressed or implied in the terms and
conditions of the agreement between Contractor and DSH is intended to confer,
nor shall anything herein confer, upon any person other than DSH or Contractor
and their respective successors or assignees, any rights, remedies, obligations or
liabilities whatsoever.
D. The terms and conditions in this Agreement shall be interpreted as broadly as
necessary to implement and comply with the HIPAA regulations and applicable
federal and state laws. The parties agree that any ambiguity in the terms and
conditions of the agreement between the parties shall be resolved in favor of a
meaning that complies and is consistent with state and federal law, including
HIPAA and the HIPAA regulations.
E. A reference in the terms and conditions of the agreement between DSH and
Contractor to any HIPAA regulation relates to that section in effect or as amended.
F. The obligations of Contractor under this Exhibit E shall survive the termination or
expiration of the agreement.
18. JUDICIAL OR ADMINISTRATIVE PROCEEDINGS:
A. DSH may immediately terminate the agreement between Contractor and DSH if(a)
Contractor is found liable in a civil or criminal proceeding for a violation of the
HIPAA Privacy or Security Rule or (b) a finding or stipulation that Contractor has
violated a privacy or security standard or requirement of HIPAA, or other security
or privacy laws made in an administrative or civil proceeding in which Contractor is
a party.
19. TERMINATION FOR CAUSE:
A. In accordance with 45 C.F.R. section 164.504(e)(1)(ii) (2021), upon DSH's
knowledge of a material breach or violation of this Exhibit by Contractor, DSH
shall:
1) Provide an opportunity for Contractor to cure the breach or end the
violation and terminate the agreement if Contractor does not cure the
breach or end the violation within the time specified by DSH; or
2) Immediately terminate the agreement pursuant to section 7 of Exhibit C of
this Agreement, if Contractor has breached a material term of this Exhibit
and cure is not possible.
Revision 91212021
Page 10 of 10
CCC 04/2017
CERTIFICATION
I,the official named below, CERTIFY UNDER PENALTY OF PERJURY that I am duly
authorized to legally bind the prospective Contractor to the clause(s) listed below. This
certification is made under the laws of the State of California.
Contractor/Bidder Firm Name (Printed) - Federal ID Number
County of Fresno
By(Authorized Signature) m r ATTEST:
BERNICE E.SEIDEL
Clerk of the Board of Supervisors
v � f
1
me R �
County of Fresno,State of California
Printed Na and Title of Person Signing
Ernest Buddy Mendes, Chairman of the Board of Supervisors By Deputy
Date Executed Executed in the County of
6/24/2025 Fresno
CONTRACTOR CERTIFICATION CLAUSES
1. STATEMENT OF COMPLIANCE: Contractor has, unless exempted, complied with
the nondiscrimination program requirements. (Gov. Code §12990 (a-f)and CCR, Title 2,
Section 11102) (Not applicable to public entities.)
2. DRUG-FREE WORKPLACE REQUIREMENTS: Contractor will comply with the
requirements of the Drug-Free Workplace Act of 1990 and will provide a drug-free
workplace by taking the following actions:
a. Publish a statement notifying employees that unlawful manufacture, distribution,
dispensation,possession or use of a controlled substance is prohibited and specifying
actions to be taken against employees for violations.
b. Establish a Drug-Free Awareness Program to inform employees about:
1)the dangers of drug abuse in the workplace;
2)the person's or organization's policy of maintaining a drug-free workplace;
3) any available counseling,rehabilitation and employee assistance programs; and,
4)penalties that may be.imposed upon employees for drug abuse violations.
c. Every employee who works on the proposed Agreement will:
1) receive a copy of the company's drug-free workplace policy statement; and,
2) agree to abide by the terms of the company's statement as a condition of employment
on the Agreement.
Failure.to comply with these requirements may result in suspension of payments under
the Agreement or termination of the Agreement or both and Contractor may be ineligible
for award of any future State agreements if the department determines that any of the
following has occurred: the Contractor has made false certification, or violated the
certification by failing to carry out the requirements as noted above. (Gov. Code §8350 et
seq.)
3. NATIONAL LABOR RELATIONS BOARD CERTIFICATION: Contractor certifies
that no more than one (1) final unappealable finding of contempt of court by a Federal
court has been issued against Contractor within the immediately preceding two-year
period because of Contractor's failure to comply with an order of a Federal court, which
orders Contractor to comply with an order of the National Labor Relations Board. (Pub.
Contract Code §10296) (Not applicable to public entities.)
4. CONTRACTS FOR LEGAL SERVICES $50,000 OR MORE-PRO BONO
REQUIREMENT: Contractor hereby certifies that Contractor will comply with the
requirements of Section 6072 of the Business and Professions Code, effective January 1,
2003.
Contractor agrees to make a good faith effort to provide a minimum number of hours of
pro bono legal services during each year of the contract equal to the lessor of 30
multiplied by the number of full time attorneys in the firm's offices in the State, with the
number of hours prorated on an actual day basis for any contract period of less than a full
year or 10% of its contract with the State.
Failure to make a good faith effort may be cause for non-renewal of a state contract for
legal services, and may be taken into account when determining the award of future
contracts with the State for legal services.
5. EXPATRIATE CORPORATIONS: Contractor hereby declares that it is not an
expatriate corporation or subsidiary of an expatriate corporation within the meaning of
Public Contract Code Section 10286 and 10286.1, and is eligible to contract with the
State of California.
6. SWEATFREE CODE OF CONDUCT:
a. All Contractors contracting for the procurement or laundering of apparel, garments or
corresponding accessories, or the procurement of equipment, materials, or supplies, other
than procurement related to a public works contract, declare under penalty of perjury that
no apparel, garments or corresponding accessories, equipment, materials, or supplies
furnished to the state pursuant to the contract have been laundered or produced in whole
or in part by sweatshop labor, forced labor, convict labor, indentured labor under penal
sanction, abusive forms of child labor or exploitation of children in sweatshop labor, or
with the benefit of sweatshop labor, forced labor, convict labor, indentured labor under
penal sanction, abusive forms of child labor or exploitation of children in sweatshop
labor. The contractor further declares under penalty of perjury that they adhere to the
Sweatfree Code of Conduct as set forth on the California Department of Industrial
Relations website located at www.dir.ca.gov, and Public Contract Code Section 6108.
b. The contractor agrees to cooperate fully in providing reasonable access to the
contractor's records, documents, agents or employees, or premises if reasonably required
by authorized officials of the contracting agency, the Department of Industrial Relations,
or the Department of Justice to determine the contractor's compliance with the
requirements under paragraph(a).
7. DOMESTIC PARTNERS: For contracts of$100,000 or more, Contractor certifies
that Contractor is in compliance with Public Contract Code section 10295.3.
8. GENDER IDENTITY: For contracts of$100,000 or more, Contractor certifies that
Contractor is in compliance with Public Contract Code section 10295.35.
DOING BUSINESS WITH THE STATE OF CALIFORNIA
The following laws apply to persons or entities doing business with the State of
California.
1. CONFLICT OF INTEREST: Contractor needs to be aware of the following provisions
regarding current or former state employees. If Contractor has any questions on the
status of any person rendering services or involved with the Agreement, the awarding
agency must be contacted immediately for clarification.
Current State Employees (Pub. Contract Code §10410):
1). No officer or employee shall engage in any employment, activity or enterprise from
which the officer or employee receives compensation or has a financial interest and
which is sponsored or funded by any state agency,unless the employment, activity or
enterprise is required as a condition of regular state employment.
2). No officer or employee shall contract on his or her own behalf as an independent
contractor with any state agency to provide goods or services.
Former State Employees (Pub. Contract Code §10411):
1). For the two-year period from the date he or she left state employment, no former state
officer or employee may enter into a contract in which he or she engaged in any of the
negotiations, transactions, planning, arrangements or any part of the decision-making
process relevant to the contract while employed in any capacity by any state agency.
2). For the twelve-month period from the date he or she left state employment, no former
state officer or employee may enter into a contract with any state agency if he or she was
employed by that state agency in a policy-making position in the same general subject
area as the proposed contract within the 12-month period prior to his or her leaving state
service.
If Contractor violates any provisions of above paragraphs, such action by Contractor shall
render this Agreement void. (Pub. Contract Code §10420)
Members of boards and commissions are exempt from this section if they do not receive
payment other than payment of each meeting of the board or commission,payment for
preparatory time and payment for per diem. (Pub. Contract Code §10430 (e))
2. LABOR CODE/WORKERS' COMPENSATION: Contractor needs to be aware of the
provisions which require every employer to be insured against liability for Worker's
Compensation or to undertake self-insurance in accordance with the provisions, and
Contractor affirms to comply with such provisions before commencing the performance
of the work of this Agreement. (Labor Code Section 3700)
3. AMERICANS WITH DISABILITIES ACT: Contractor assures the State that it
complies with the Americans with Disabilities Act(ADA) of 1990, which prohibits
discrimination on the basis of disability, as well as all applicable regulations and
guidelines issued pursuant to the ADA. (42 U.S.C. 12101 et seq.)
4. CONTRACTOR NAME CHANGE: An amendment is required to change the
Contractor's name as listed on this Agreement. Upon receipt of legal documentation of
the name change the State will process the amendment. Payment of invoices presented
with a new name cannot be paid prior to approval of said amendment.
5. CORPORATE QUALIFICATIONS TO DO BUSINESS IN CALIFORNIA:
a. When agreements are to be performed in the state by corporations, the contracting
agencies will be verifying that the contractor is currently qualified to do business in
California in order to ensure that all obligations due to the state are fulfilled.
b. "Doing business" is defined in R&TC Section 23101 as actively engaging in any
transaction for the purpose of financial or pecuniary gain or profit. Although there are
some statutory exceptions to taxation, rarely will a corporate contractor performing
within the state not be subject to the franchise tax.
c. Both domestic and foreign corporations (those incorporated outside of California) must
be in good standing in order to be qualified to do business in California. Agencies will
determine whether a corporation is in good standing by calling the Office of the Secretary
of State.
6. RESOLUTION: A county, city, district, or other local public body must provide the
State with a copy of a resolution, order, motion, or ordinance of the local governing body
which by law has authority to enter into an agreement, authorizing execution of the
agreement.
7. AIR OR WATER POLLUTION VIOLATION: Under the State laws, the Contractor
shall not be: (1) in violation of any order or resolution not subject to review promulgated
by the State Air Resources Board or an air pollution control district; (2) subject to cease
and desist order not subject to review issued pursuant to Section 13301 of the Water
Code for violation of waste discharge requirements or discharge prohibitions; or(3)
finally determined to be in violation of provisions of federal law relating to air or water
pollution.
8. PAYEE DATA RECORD FORM STD. 204: This form must be completed by all
contractors that are not another state agency or other governmental entity.
IRAN CO NTRACTING ACT VERIFICATIO N FO RVI
(Public Contract Code sections 2202-2208)
Prior to bidding on, subm tting a proposal or executing a contract or renewal for a
State of California contract for goods or services of $1,000,000 or m are, a vendor
m ust either: a) certify it is not on the current list of persons engaged in investm Ent
activities in Iran created by the California Department of G eneral Services ("DG S')
pursuant to Public Contract Code section 2203(b) and is not a financial institution
extending twenty m Ilion dollars ($20,000,000) or m cre in credit to another person,
for 45 days or m ore, if that other person will use the credit to provide goods or
services in the energy sector in Iran and is identified on the current list of persons
engaged in investm ent activities in Iran created by DG S or b) dem cnstrate it has
been exempted from the certification requirem Ent for that solicitation or contract
pursuant to Public Contract Code section 2203(c) or (d). The DG S list of entities
prohibited from contracting with public entities in California per the Iranian
Contracting Act, 2010, can be found at:
Department of G aneral Services Procurement Division Iran Contracting Act List
(https://www.dgs.ca.gov/-/m edia/Divisions/PD/PTCS/O FPL/Iran-Contracting-Act-
List.pdf?la=en&hash=71776438AADF114D952082668B1 D6AOAEED31 C213)
To com ply with this requirement, please insert your vendor or financial institution
nam eand Federal ID Num ber(if available)and com plete one of the options below.
Please note: California law establishes penalties for providing false certifications,
including civil penalties equal to the greater of$250,000 or twice the am cunt of the
contract for which the false certification was m ade; contract term nation; and three-
year ineligibility to bid on contracts. (Public Contract Code section
2205.)
O PTION #1 - CERTIFICATIO N
I, the official nam ed below, certify I am duly authorized to execute this certification
on behalf of the vendor/financial institution identified below, and the
vendor/financial institution identified below is not on the current list of persons
engaged in investment activities in Iran created by DG Sand is not a financial
institution extending twenty m Ilion dollars ($20,000,000) or more in credit to
another person/vendor, for 45 days or m ore, if that other person/vendor will use
the credit to provide goods or services in the energy sector in Iran and is identified
on the current list of persons engaged in investment activities in Iran created by
DG S
Vendor Name/Financial Institution (Printed) Federal ID Number(or
n/a)
County of Fresno
By(Authorized Signature) ATTEST;
BERNICE E.SEIDEL
Clerk of the Board of Supervisors
County of Fresno,State of California
Printed Name and Title of P son Signing
By Deputy
Ernest Buddy Mendes, Chairman of the Board of Supervisors
Date Executed Executed in
6/24/2025 Fresno County
OPTION #2 — EXEMPTION
Pursuant to Public Contract Code sections 2203(c) and (d), a public entity may
permit a vendor/financial institution engaged in investment activities in Iran, on a
case-by-case basis, to be eligible for, or to bid on, submit a proposal for, or enters
into or renews, a contract for goods and services.
If you have obtained an exemption from the certification requirement under the Iran
Contracting Act, please fill out the information below, and attach documentation
demonstrating the exemption approval.
Vendor Name/Financial Institution (Printed) Federal ID Number (or
n/a)
By(Authorized Signature)
Printed Name and Title of Person Signing Date Executed
STATE OF CALIFORNIA DEPARTMENT OF GENERAL SERVICES
DARFUR CONTRACTING ACT CERTIFICATION PROCUREMENT DIVISION
DGS PD 1(Rev.12/19)
Public Contract Code Sections 10475 -10481 applies to any company that currently or
within the previous three years has had business activities or other operations outside
of the United States. For such a company to bid on or submit a proposal for a State of
California contract, the company must certify that it is either a) not a scrutinized
company; or b) a scrutinized company that has been granted permission by the
Department of General Services to submit a proposal.
If your company has not, within the previous three years, had any business activities
or other operations outside of the United States, you do not need to complete this
form.
OPTION #1 -CERTIFICATION
If your company, within the previous three years, has had business activities or other
operations outside of the United States, in order to be eligible to submit a bid or
proposal, please insert your company name and Federal ID Number and complete the
certification below.
I, the official named below, CERTIFY UNDER PENALTY OF PERJURY that a) the
prospective proposer/bidder named below is not a scrutinized company per Public
Contract Code 10476; and b) I am duly authorized to legally bind the prospective
proposer/bidder named below. This certification is made under the laws of the State of
California.
Company/Vendor Name (Printed) Federal ID Number
County of Fresno
By(Authorized Signature) Date
6/24/2025
Fnted Name and Title of erson Signing Y ATTEST:
Ernest Buddy Mendes,Chairman of the Board of Supervisors BERNICE E.SEIDEL
Clerk of the Board of Supervisors
County of Fresno,State of California
By Deputy
OPTION #2 —WRITTEN PERMISSION FROM DGS
Pursuant to Public Contract Code Section 10477(b), the Director of the Department of
General Services may permit a scrutinized company, on a case-by-case basis, to bid
on or submit a proposal for a contract with a state agency for goods or services, if it is
in the best interests of the state. If you are a scrutinized company that has obtained
written permission from the DGS to submit a bid or proposal, complete the information
below.
Page 1 of 2
We are a scrutinized com pany as defined in Public Contract Code section 10476, but
we have received written perm 'ssion from the Department of G eneral Services to
subm it a bid or proposal pursuant to Public Contract Code section 10477(b). A copy of
the written perm ssion from DG Sis included with our bid or proposal.
Com pany/Vendor Nam e(Printed) Federal ID Num ber
By (Authorized Signature) Date
Printed Name and Title of Person Signing
Page 2 of 2
State of California
Financial Information System for California (FI$Cal) �1$Cal
GOVERNMENT AGENCY TAXPAYER ID FORM Flnar�cia/Information System for California
2000 Evergreen Street, Suite 215 �(
Sacramento, CA 95815
www.fiscal.ca.gov
1-855-347-2250
The principal purpose of the information provided is to establish the unique identification of the government entity.
Instructions: You may submit one form for the principal government agency and all subsidiaries sharing the same TIN. Subsidiaries with a
different TIN must submit a separate form. Fields bordered in red are required. Hover over fields to view help information. Please print the
form to sign prior to submittal.You may email the form to:vendors@fiscal.ca.gov,or fax it to(916)576-5200, or mail it to the address above.
Principal
Government
Agency Name
Remit-To
Address (Street
or PO Box)
City State Zip Code+4
Government Type: ❑ City ❑ County Federal
Special District Federal EmployerIdentification
❑ Other(Specify) Number
(FEIN)
List other subsidiary Departments, Divisions or Units under your principal agency's jurisdiction who share the same
FEIN and receives payment from the State of California.
Dept/Division/Unit Complete
Name Address
Dept/Division/Unit Complete
Name Address
Dept/Division/Unit Complete
Name Address
Dept/Division/Unit Complete
Name Address
Contact Person F Title
Phone number E-mail address
Signature Date
For accounting use only:
Org No.: 56302364
Account No.: 3575
Fund No.: 0001
Subclass No.: 10000