HomeMy WebLinkAboutAgreement A-25-538.pdf ii
Docusign Envelope ID:4612C3AA-B21 D-4BAF-9DBC-0CC1 E06691384
Agreement No. 25-538
1 SERVICE AGREEMENT
2 This Service Agreement ("Agreement") is dated October 21, 2025 and is between
3 BluePath Health, Inc., a California corporation ("Contractor"), and the County of Fresno, a
4 political subdivision of the State of California ("County").
5 Recitals
6 A. The County's Probation Department (Probation) is required under the State of
7 California's Advancing and Innovating Medi-Cal (CaIAIM) Justice-Involved Initiative to establish
8 Medi-Cal enrollment and continuity-of-care processes for justice-involved individuals, including
9 targeted pre-release services for in-custody youth and Enhanced Care Management (ECM)
10 upon re-entry into the community.
11 B. Probation requires technical assistance, project management, and stakeholder
12 engagement services to ensure compliance with CaIAIM requirements and to support
13 implementation of Medi-Cal reentry services in collaboration with County's Department of
14 Behavioral Health and contracted service providers at the Juvenile Justice Campus (JJC),
15 currently County Agreement No. A-24-312 with California Forensic Medical Group, Inc. dba
16 Wellpath (Wellpath) and resulting County Agreement from Request for Proposal No. 25-057
17 with WestCare California, Inc. (WestCare).
18 C. Contractor had been designated by the California Department of Health Care
19 Services (DHCS) to participate in the Technical Assistance Marketplace Program funded by
20 DHCS as part of the California Providing Access and Transforming Health (PATH) Initiative to
21 provide technical assistance services to government agencies and community-based
22 organizations. Contractor provided such technical assistance services to Probation under
23 County Department Agreement No. D-25-131, which is set to expire October 31, 2025.
24 D. Probation desires Contractor to continue providing consultation and
25 implementation support, including policy development, readiness assessment, stakeholder
26 engagement, and technical integration, to assist Probation in fulfilling the CaIAIM Justice-
27 Involved mandate. Probation is able to fund costs with CaIAIM PATH Justice-Involved Capacity
28 Building Program grants from DHCS.
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1 E. The purpose of this Agreement is to memorialize the parties' mutual
2 understanding and responsibilities, establish deliverables, and set compensation for services
3 performed by Contractor to support implementation of the CalAIM Justice-Involved Initiative.
4 The parties therefore agree as follows:
5 Article 1
6 Contractor's Services
7 1.1 Scope of Services. The Contractor shall perform all of the services provided in
8 Exhibit A to this Agreement, titled "Scope of Services."
9 1.2 Representation. The Contractor represents that it is qualified, ready, willing, and
10 able to perform all of the services provided in this Agreement.
11 1.3 Compliance with Laws. The Contractor shall, at its own cost, comply with all
12 applicable federal, state, and local laws and regulations in the performance of its obligations
13 under this Agreement, including but not limited to workers compensation, labor, and
14 confidentiality laws and regulations.
15 Article 2
16 County's Responsibilities
17 2.1 The County shall provide Contractor with access to Probation, Department of
18 Behavioral Health, Wellpath, WestCare, and other identified County stakeholders to support
19 data gathering, planning, and implementation.
20 2.2 The County shall designate a project manager within Probation to serve as
21 Contractor's primary point of contact, provide timely feedback on draft deliverables, and
22 coordinate County participation in stakeholder meetings and design studio sessions.
23 2.3 The County shall review and approve deliverables, policies, and assessments in a
24 timely manner to avoid delays in implementation.
25 Article 3
26 Compensation, Invoices, and Payments
27 3.1 The County agrees to pay, and the Contractor agrees to receive, compensation at an
28 hourly service rate of Two Hundred Fifty-Five Dollars ($255). Travel and expenses are subject
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1 to approval by County and will be compensated on Federal per diem rates, based on two (2)
2 trips onsite for up to three (3) people not to exceed Ten Thousand Dollars ($10,000) total.
3 3.2 Maximum Compensation. The maximum compensation payable to the Contractor
4 under this Agreement shall not exceed Three Hundred Fourteen Thousand, Three Hundred
5 Seventy Dollars ($314,370)for the period of November 1, 2025 through April 30, 2026.
6 Contractor shall only receive compensation for services performed according to this Agreement.
7 The Contractor acknowledges that the County is a local government entity and does so with
8 notice that the County's powers are limited by the California Constitution and by State law, and
9 with notice that the Contractor may receive compensation under this Agreement only for
10 services performed according to the terms of this Agreement and while this Agreement is in
11 effect, and subject to the maximum amount payable under this section. The Contractor further
12 acknowledges that County employees have no authority to pay the Contractor except as
13 expressly provided in this Agreement.
14 3.3 Invoices. The Contractor shall submit monthly invoices with supporting
15 documentation for services rendered and expenses incurred to the: 1)
16 Probation lnvoices(Vresnocountyca.go and 2) ProbationContracts@fresnocountyca.gov. Each
17 invoice shall specifically identify this Agreement number and shall include the amount due for
18 compensation as identified in Section 3.1. Contractor shall maintain adequate supporting
19 documentation in detail to permit tracing transactions from the invoice to the account records,
20 which shall be attached to each invoice. Supporting documentation includes, but is not limited
21 to, list of direct service positions funded (monthly staffing report) and documentation of direct
22 service staff hours (e.g., timesheet, time tracking reports, etc.). The Contractor shall submit
23 each invoice within 15 days after the month in which the Contractor performs services and in
24 any case within 60 days after the end of the term or termination of this Agreement. At the
25 discretion of the County's Chief Probation Officer, or designee, County shall have the right to
26 withhold payment until an invoice is corrected to the County's satisfaction.
27 3.4 Payment. The County shall pay each correctly completed and timely submitted
28 invoice within 45 days after receipt. The County shall remit any payment to the Contractor's
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1 address specified in the invoice. All final invoices and/or final budget modification requests shall
2 be submitted by Contractor within 60 days following the final month of service for which
3 payment is claimed. No action shall be taken by County on claims submitted beyond the 60-day
4 closeout period.
5 3.5 Incidental Expenses. The Contractor is solely responsible for all of its costs and
6 expenses that are not specified as payable by the County under this Agreement.
7 Article 4
8 Term of Agreement
9 4.1 Term. This Agreement is effective on November 1, 2025 and terminates on April 30,
10 2026.
11 Article 5
12 Notices
13 5.1 Contact Information. The persons and their addresses having authority to give and
14 receive notices provided for or permitted under this Agreement include the following:
15
For the County:
16 Chief Probation Officer
County of Fresno
17 3333 E. American Avenue, Suite B
Fresno, CA 93725
18 ProbationContracts(c�_fresnocountyca.gov and mmadsen(a)fresnocountyca.gov
19
For the Contractor:
20 Amy Luisetti, COO
BluePath Health, Inc.
21 80 Sir Frances Drake Blvd, Ste 2D
Larkspur, CA 94939
22 amy.luisetti@bluepathhealth.com
23
24 5.2 Change of Contact Information. Either party may change the information in section
25 5.1 by giving notice as provided in section 5.3.
26 5.3 Method of Delivery. Each notice between the County and the Contractor provided
27 for or permitted under this Agreement must be in writing, state that it is a notice provided under
28 this Agreement, and be delivered either by personal service, by first-class United States mail, by
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1 an overnight commercial courier service, or by Portable Document Format (PDF) document
2 attached to an email.
3 (A) A notice delivered by personal service is effective upon service to the recipient.
4 (B) A notice delivered by first-class United States mail is effective three County
5 business days after deposit in the United States mail, postage prepaid, addressed to the
6 recipient.
7 (C)A notice delivered by an overnight commercial courier service is effective one
8 County business day after deposit with the overnight commercial courier service,
9 delivery fees prepaid, with delivery instructions given for next day delivery, addressed to
10 the recipient.
11 5.4 A notice delivered by PDF document attached to an email is effective when
12 transmission to the recipient is completed (but, if such transmission is completed outside of
13 County business hours, then such delivery is deemed to be effective at the next beginning of a
14 County business day), provided that the sender maintains a machine record of the completed
15 transmission.
16 5.5 Claims Presentation. For all claims arising from or related to this Agreement,
17 nothing in this Agreement establishes, waives, or modifies any claims presentation
18 requirements or procedures provided by law, including the Government Claims Act (Division 3.6
19 of Title 1 of the Government Code, beginning with section 810).
20 Article 6
21 Termination and Suspension
22 6.1 Termination for Non-Allocation of Funds. The terms of this Agreement are
23 contingent on the approval of funds by the appropriating government agency. If sufficient funds
24 are not allocated, then the County, upon at least 30 days' advance written notice to the
25 Contractor, may:
26 (A) Modify the services provided by the Contractor under this Agreement; or
27 (B) Terminate this Agreement.
28 6.2 Termination for Breach.
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1 (A) Upon determining that a breach (as defined in paragraph (C) below) has
2 occurred, the County may give written notice of the breach to the Contractor. The written
3 notice may suspend performance under this Agreement, and must provide at least 30
4 days for the Contractor to cure the breach.
5 (B) If the Contractor fails to cure the breach to the County's satisfaction within the
6 time stated in the written notice, the County may terminate this Agreement immediately.
7 (C) For purposes of this section, a breach occurs when, in the determination of the
8 County, the Contractor has:
9 (1) Obtained or used funds illegally or improperly;
10 (2) Failed to comply with any part of this Agreement;
11 (3) Submitted a substantially incorrect or incomplete report to the County; or
12 (4) Improperly performed any of its obligations under this Agreement.
13 6.3 Termination without Cause. In circumstances other than those set forth above, the
14 County may terminate this Agreement by giving at least 30 days advance written notice to the
15 Contractor.
16 6.4 No Penalty or Further Obligation. Any termination of this Agreement by the County
17 under this Article 6 is without penalty to or further obligation of the County.
18 6.5 County's Rights upon Termination. Upon termination for breach under this Article
19 6, the County may demand repayment by the Contractor of any monies disbursed to the
20 Contractor under this Agreement that, in the County's sole judgment, were not expended in
21 compliance with this Agreement. The Contractor shall promptly refund all such monies upon
22 demand. This section survives the termination of this Agreement.
23 Article 7
24 Independent Contractor
25 7.1 Status. In performing under this Agreement, the Contractor, including its officers,
26 agents, employees, and volunteers, is at all times acting and performing as an independent
27 contractor, in an independent capacity, and not as an officer, agent, servant, employee, joint
28 venturer, partner, or associate of the County.
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1 7.2 Verifying Performance. The County has no right to control, supervise, or direct the
2 manner or method of the Contractor's performance under this Agreement, but the County may
3 verify that the Contractor is performing according to the terms of this Agreement.
4 7.3 Benefits. Because of its status as an independent contractor, the Contractor has no
5 right to employment rights or benefits available to County employees. The Contractor is solely
6 responsible for providing to its own employees all employee benefits required by law. The
7 Contractor shall save the County harmless from all matters relating to the payment of
8 Contractor's employees, including compliance with Social Security withholding and all related
9 regulations.
10 7.4 Services to Others. The parties acknowledge that, during the term of this
11 Agreement, the Contractor may provide services to others unrelated to the County.
12 Article 8
13 Indemnity and Defense
14 8.1 Indemnity. The Contractor shall indemnify and hold harmless and defend the
15 County (including its officers, agents, employees, and volunteers) against all claims, demands,
16 injuries, damages, costs, expenses (including attorney fees and costs), fines, penalties, and
17 liabilities of any kind to the County, the Contractor, or any third party that arise from or relate to
18 the performance or failure to perform by the Contractor (or any of its officers, agents,
19 subcontractors, or employees) under this Agreement. The County may conduct or participate in
20 its own defense without affecting the Contractor's obligation to indemnify and hold harmless or
21 defend the County.
22 8.2 Survival. This Article 8 survives the termination or expiration of this Agreement.
23 Article 9
24 Insurance
25 9.1 The Contractor shall comply with all the insurance requirements in Exhibit B to this
26 Agreement.
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1 Article 10
2 Inspections, Audits, and Public Records
3 10.1 Inspection of Documents. The Contractor shall make available to the County, and
4 the County may examine at any time during business hours and as often as the County deems
5 necessary, all of the Contractor's records and data with respect to the matters covered by this
6 Agreement, excluding attorney-client privileged communications. The Contractor shall, upon
7 request by the County, permit the County to audit and inspect all of such records and data to
8 ensure the Contractor's compliance with the terms of this Agreement.
9 10.2 State Audit Requirements. If the compensation to be paid by the County under this
10 Agreement exceeds $10,000, the Contractor is subject to the examination and audit of the
11 California State Auditor, as provided in Government Code section 8546.7, for a period of three
12 years after final payment under this Agreement. This section survives the termination of this
13 Agreement.
14 10.3 Public Records. The County is not limited in any manner with respect to its public
15 disclosure of this Agreement or any record or data that the Contractor may provide to the
16 County. The County's public disclosure of this Agreement or any record or data that the
17 Contractor may provide to the County may include but is not limited to the following:
18 (A) The County may voluntarily, or upon request by any member of the public or
19 governmental agency, disclose this Agreement to the public or such governmental
20 agency.
21 (B) The County may voluntarily, or upon request by any member of the public or
22 governmental agency, disclose to the public or such governmental agency any record or
23 data that the Contractor may provide to the County, unless such disclosure is prohibited
24 by court order.
25 (C) This Agreement, and any record or data that the Contractor may provide to the
26 County, is subject to public disclosure under the Ralph M. Brown Act (California
27 Government Code, Title 5, Division 2, Part 1, Chapter 9, beginning with section 54950).
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1 (D) This Agreement, and any record or data that the Contractor may provide to the
2 County, is subject to public disclosure as a public record under the California Public
3 Records Act (California Government Code, Title 1, Division 10, beginning with section
4 7920.000) ("CPRA").
5 (E) This Agreement, and any record or data that the Contractor may provide to the
6 County, is subject to public disclosure as information concerning the conduct of the
7 people's business of the State of California under California Constitution, Article 1,
8 section 3, subdivision (b).
9 (F) Any marking of confidentiality or restricted access upon or otherwise made with
10 respect to any record or data that the Contractor may provide to the County shall be
11 disregarded and have no effect on the County's right or duty to disclose to the public or
12 governmental agency any such record or data.
13 10.4 Public Records Act Requests. If the County receives a written or oral request
14 under the CPRA to publicly disclose any record that is in the Contractor's possession or control,
15 and which the County has a right, under any provision of this Agreement or applicable law, to
16 possess or control, then the County may demand, in writing, that the Contractor deliver to the
17 County, for purposes of public disclosure, the requested records that may be in the possession
18 or control of the Contractor. Within five business days after the County's demand, the
19 Contractor shall (a) deliver to the County all of the requested records that are in the Contractor's
20 possession or control, together with a written statement that the Contractor, after conducting a
21 diligent search, has produced all requested records that are in the Contractor's possession or
22 control, or (b) provide to the County a written statement that the Contractor, after conducting a
23 diligent search, does not possess or control any of the requested records. The Contractor shall
24 cooperate with the County with respect to any County demand for such records. If the
25 Contractor wishes to assert that any specific record or data is exempt from disclosure under the
26 CPRA or other applicable law, it must deliver the record or data to the County and assert the
27 exemption by citation to specific legal authority within the written statement that it provides to
28 the County under this section. The Contractor's assertion of any exemption from disclosure is
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1 not binding on the County, but the County will give at least 10 days' advance written notice to
2 the Contractor before disclosing any record subject to the Contractor's assertion of exemption
3 from disclosure. The Contractor shall indemnify the County for any court-ordered award of costs
4 or attorney's fees under the CPRA that results from the Contractor's delay, claim of exemption,
5 failure to produce any such records, or failure to cooperate with the County with respect to any
6 County demand for any such records.
7 Article 11
8 Disclosure of Self-Dealing Transactions
9 11.1 Applicability. This Article 11 applies if the Contractor is operating as a corporation,
10 or changes its status to operate as a corporation.
11 11.2 Duty to Disclose. If any member of the Contractor's board of directors is party to a
12 self-dealing transaction, he or she shall disclose the transaction by completing and signing a
13 "Self-Dealing Transaction Disclosure Form" (Exhibit C to this Agreement) and submitting it to
14 the County before commencing the transaction or immediately after.
15 11.3 Definition. "Self-dealing transaction" means a transaction to which the Contractor is
16 a party and in which one or more of its directors, as an individual, has a material financial
17 interest.
18 Article 12
19 General Terms
20 12.1 Modification. Except as provided in Article 6, "Termination and Suspension," this
21 Agreement may not be modified, and no waiver is effective, except by written agreement signed
22 by both parties. The Contractor acknowledges that County employees have no authority to
23 modify this Agreement except as expressly provided in this Agreement.
24 12.2 Non-Assignment. Neither party may assign its rights or delegate its obligations
25 under this Agreement without the prior written consent of the other party.
26 12.3 Governing Law. The laws of the State of California govern all matters arising from
27 or related to this Agreement.
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1 12.4 Jurisdiction and Venue. This Agreement is signed and performed in Fresno
2 County, California. Contractor consents to California jurisdiction for actions arising from or
3 related to this Agreement, and, subject to the Government Claims Act, all such actions must be
4 brought and maintained in Fresno County.
5 12.5 Construction. The final form of this Agreement is the result of the parties' combined
6 efforts. If anything in this Agreement is found by a court of competent jurisdiction to be
7 ambiguous, that ambiguity shall not be resolved by construing the terms of this Agreement
8 against either party.
9 12.6 Days. Unless otherwise specified, "days" means calendar days.
10 12.7 Headings. The headings and section titles in this Agreement are for convenience
11 only and are not part of this Agreement.
12 12.8 Severability. If anything in this Agreement is found by a court of competent
13 jurisdiction to be unlawful or otherwise unenforceable, the balance of this Agreement remains in
14 effect, and the parties shall make best efforts to replace the unlawful or unenforceable part of
15 this Agreement with lawful and enforceable terms intended to accomplish the parties' original
16 intent.
17 12.9 Nondiscrimination. During the performance of this Agreement, the Contractor shall
18 not unlawfully discriminate against any employee or applicant for employment, or recipient of
19 services, because of race, religious creed, color, national origin, ancestry, physical disability,
20 mental disability, medical condition, genetic information, marital status, sex, gender, gender
21 identity, gender expression, age, sexual orientation, military status or veteran status pursuant to
22 all applicable State of California and federal statutes and regulation.
23 12.10 No Waiver. Payment, waiver, or discharge by the County of any liability or obligation
24 of the Contractor under this Agreement on any one or more occasions is not a waiver of
25 performance of any continuing or other obligation of the Contractor and does not prohibit
26 enforcement by the County of any obligation on any other occasion.
27 12.11 Entire Agreement. This Agreement, including its exhibits, is the entire agreement
28 between the Contractor and the County with respect to the subject matter of this Agreement,
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1 and it supersedes all previous negotiations, proposals, commitments, writings, advertisements,
2 publications, and understandings of any nature unless those things are expressly included in
3 this Agreement. If there is any inconsistency between the terms of this Agreement without its
4 exhibits and the terms of the exhibits, then the inconsistency will be resolved by giving
5 precedence first to the terms of this Agreement without its exhibits, and then to the terms of the
6 exhibits.
7 12.12 No Third-Party Beneficiaries. This Agreement does not and is not intended to
8 create any rights or obligations for any person or entity except for the parties.
9 12.13 Authorized Signature. The Contractor represents and warrants to the County that:
10 (A) The Contractor is duly authorized and empowered to sign and perform its
11 obligations under this Agreement.
12 (B) The individual signing this Agreement on behalf of the Contractor is duly
13 authorized to do so and his or her signature on this Agreement legally binds the
14 Contractor to the terms of this Agreement.
15 12.14 Electronic Signatures. The parties agree that this Agreement may be executed by
16 electronic signature as provided in this section.
17 (A) An "electronic signature" means any symbol or process intended by an individual
18 signing this Agreement to represent their signature, including but not limited to (1) a
19 digital signature; (2) a faxed version of an original handwritten signature; or (3) an
20 electronically scanned and transmitted (for example by PDF document) version of an
21 original handwritten signature.
22 (B) Each electronic signature affixed or attached to this Agreement (1) is deemed
23 equivalent to a valid original handwritten signature of the person signing this Agreement
24 for all purposes, including but not limited to evidentiary proof in any administrative or
25 judicial proceeding, and (2) has the same force and effect as the valid original
26 handwritten signature of that person.
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1 (C) The provisions of this section satisfy the requirements of Civil Code section
2 1633.5, subdivision (b), in the Uniform Electronic Transaction Act (Civil Code, Division 3,
3 Part 2, Title 2.5, beginning with section 1633.1).
4 (D) Each party using a digital signature represents that it has undertaken and
5 satisfied the requirements of Government Code section 16.5, subdivision (a),
6 paragraphs (1) through (5), and agrees that each other party may rely upon that
7 representation.
8 (E) This Agreement is not conditioned upon the parties conducting the transactions
9 under it by electronic means and either party may sign this Agreement with an original
10 handwritten signature.
11 12.15 Counterparts. This Agreement may be signed in counterparts, each of which is an
12 original, and all of which together constitute this Agreement.
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1 The parties are signing this Agreement on the date stated in the introductory clause.
2
BLUEPATH HEALTH, INC. COUNTY OF FRESNO
3
Signed by:
4 L-jr,.j (,SU,
FF5�'1 A(:AAASd11
5 Timathie Leslie, President Ernest Buddy Mende , Chairman of the
Board of Supervisors of the County of Fresno
6 80 Sir Frances Drake Blvd, Ste 2D
Larkspur, CA 94939 Attest:
7 9/26/2025 Bernice E. Seidel
Clerk of the Board of Supervisors
8 County of Fresno, State of California
9
By:
10 Deputy
11 For accounting use only:
12 Org No.: 34400112
Account No.: 7295
13 Fund No.: 0001
Subclass No.: 10000
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Exhibit A
1 Scope of Services
2 Contractor will provide consultation services to support implementation of the Justice-
3 Involved Initiative (JII) mandates that will include stakeholder engagement, project
4 management, and technical integration and assessment. This will also involve convening
5 stakeholders individually and collectively to create a consensus driven approach that integrates
6 with other PATH related efforts, establishing consistent and equitable service delivery.
7 Contractor will support Probation with the activities identified in PATH Rounds 3 and 4 of
8 the Justice Involved Initiative. Permissible uses of funding include implementing billing systems;
9 adoption of certified electronic health record (EHR) technology; technology and information
10 technology (IT) services; hiring of staff and training; development of protocols and procedures;
11 additional activities to promote collaboration; planning; screening for pre-release services; and
12 other activities to support provision of Medi-Cal Reentry Services.
13 Contractor's project team will bring in additional team members with the necessary
14 expertise to support technical integration and data sharing. This will help ensure compliance
15 with CalAIM requirements and make the system efficient and easy to use for staff and
16 subcontractors. These efforts will support timely, coordinated care and help achieve overall
17 program goals.
18 Contractor shall embed project management services within each phase and include
19 timeline management, action item coordination, status meetings including agendas and meeting
20 notes, risk management, and coordination of resources.
21 Contractor shall provide the following deliverables during the specified timeframes:
22 1. Draft policies and procedures: November 2025 — February 2026
23 Identify needs, draft policies, receive feedback, and incorporate feedback to develop
24 CalAIM policies and procedures with CalAIM requirements, review Wellpath policies,
25 and recommend revisions to procedures based on requirements.
26 2. Draft and compile "Readiness Assessment": November 2025 — March 2026
27 Evaluate capacity, resources, and alignment to ensure successful implementation of
28 the JII, and document readiness elements for go-live, draft assessment, draft
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Exhibit A
1 workflows, and compile supplemental documentation, present deliverables for
2 feedback, adjust to incorporate feedback, and finalize for submission.
3 3. Stakeholder engagement and partner collaboration: November 2025 —April 2026
4 Project manage, facilitate, and coordinate meetings with external partners including
5 County agencies, Managed Care Plans and Wellpath, for the purposes of developing
6 any supplemental documentation for the Readiness Assessment and/or collaborative
7 materials for improved pre-release service delivery.
8 4. Data sharing and technical integration: November 2025 —April 2026
9 Coordinate with partners to determine the best mode of data integration and secure
10 data sharing, including model design and specifications for implementation teams to
11 use.
12 5. Design studio: November 2025 —April 2026
13 Develop high level data mapping to inform three sessions with County partners,
14 MCPs, and Wellpath, to visualize current state, challenges, and future state data
15 sharing goals.
16 6. Site visits: November 2025 and February 2026
17 Conduct a total of two site visits (one in November 2025 and one in February 2026)
18 with a team of three members to review materials and discuss onsite with the
19 Probation CalAIM team.
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Exhibit B
Insurance Requirements
1. Required Policies
Without limiting the County's right to obtain indemnification from the Contractor or any third
parties, Contractor, at its sole expense, shall maintain in full force and effect the following
insurance policies throughout the term of this Agreement.
(A) Commercial General Liability. Commercial general liability insurance with limits of not
less than Two Million Dollars ($2,000,000) per occurrence and an annual aggregate of
Four Million Dollars ($4,000,000). This policy must be issued on a per occurrence basis.
Coverage must include products, completed operations, property damage, bodily injury,
personal injury, and advertising injury. The Contractor shall obtain an endorsement to
this policy naming the County of Fresno, its officers, agents, employees, and volunteers,
individually and collectively, as additional insureds, but only insofar as the operations
under this Agreement are concerned. Such coverage for additional insureds will apply as
primary insurance and any other insurance, or self-insurance, maintained by the County
is excess only and not contributing with insurance provided under the Contractor's
policy.
(B) Automobile Liability. Automobile liability insurance with limits of not less than One
Million Dollars ($1,000,000) per occurrence for bodily injury and for property damages.
Coverage must include any auto used in connection with this Agreement.
(C)Workers Compensation. Workers compensation insurance as required by the laws of
the State of California with statutory limits.
(D) Employer's Liability. Employer's liability insurance with limits of not less than One
Million Dollars ($1,000,000) per occurrence for bodily injury and for disease.
(E) Professional Liability. Professional liability insurance with limits of not less than One
Million Dollars ($1,000,000) per occurrence and an annual aggregate of Three Million
Dollars ($3,000,000). If this is a claims-made policy, then (1) the retroactive date must
be prior to the date on which services began under this Agreement; (2) the Contractor
shall maintain the policy and provide to the County annual evidence of insurance for not
less than five years after completion of services under this Agreement; and (3) if the
policy is canceled or not renewed, and not replaced with another claims-made policy
with a retroactive date prior to the date on which services begin under this Agreement,
then the Contractor shall purchase extended reporting coverage on its claims-made
policy for a minimum of five years after completion of services under this Agreement.
2. Additional Requirements
(A) Verification of Coverage. Within 30 days after the Contractor signs this Agreement,
and at any time during the term of this Agreement as requested by the County's Risk
Manager or the County Administrative Office, the Contractor shall deliver, or cause its
broker or producer to deliver, to the County Risk Manager, at 2220 Tulare Street, 16th
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Docusign Envelope ID:4612C3AA-B21D-413AF-91DBC-OCC1E06691384
Exhibit B
Floor, Fresno, California 93721, or HRRiskManagement@fresnocountyca.gov, and by
mail or email to the person identified to receive notices under this Agreement and
Probation Contracts@fresnocountyca,gov, certificates of insurance and endorsements
for all of the coverages required under this Agreement.
(i) Each insurance certificate must state that: (1) the insurance coverage has been
obtained and is in full force; (2) the County, its officers, agents, employees, and
volunteers are not responsible for any premiums on the policy; and (3) the
Contractor has waived its right to recover from the County, its officers, agents,
employees, and volunteers any amounts paid under any insurance policy
required by this Agreement and that waiver does not invalidate the insurance
policy.
(ii) The commercial general liability insurance certificate must also state, and include
an endorsement, that the County of Fresno, its officers, agents, employees, and
volunteers, individually and collectively, are additional insureds insofar as the
operations under this Agreement are concerned. The commercial general liability
insurance certificate must also state that the coverage shall apply as primary
insurance and any other insurance, or self-insurance, maintained by the County
shall be excess only and not contributing with insurance provided under the
Contractor's policy.
(iii) The automobile liability insurance certificate must state that the policy covers any
auto used in connection with this Agreement.
(iv) The professional liability insurance certificate, if it is a claims-made policy, must
also state the retroactive date of the policy, which must be prior to the date on
which services began under this Agreement.
(B) Acceptability of Insurers. All insurance policies required under this Agreement must be
issued by admitted insurers licensed to do business in the State of California and
possessing at all times during the term of this Agreement an A.M. Best, Inc. rating of no
less than A: VII.
(C) Notice of Cancellation or Change. For each insurance policy required under this
Agreement, the Contractor shall provide to the County, or ensure that the policy requires
the insurer to provide to the County, written notice of any cancellation or change in the
policy as required in this paragraph. For cancellation of the policy for nonpayment of
premium, the Contractor shall, or shall cause the insurer to, provide written notice to the
County not less than 10 days in advance of cancellation. For cancellation of the policy
for any other reason, and for any other change to the policy, the Contractor shall, or shall
cause the insurer to, provide written notice to the County not less than 30 days in
advance of cancellation or change. The County in its sole discretion may determine that
the failure of the Contractor or its insurer to timely provide a written notice required by
this paragraph is a breach of this Agreement.
(D) County's Entitlement to Greater Coverage. If the Contractor has or obtains insurance
with broader coverage, higher limits, or both, than what is required under this
Agreement, then the County requires and is entitled to the broader coverage, higher
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Docusign Envelope ID:4612C3AA-B21D-4BAF-9DBC-OCC1E06691384
Exhibit B
limits, or both. To that end, the Contractor shall deliver, or cause its broker or producer
to deliver, to the County's Risk Manager certificates of insurance and endorsements for
all of the coverages that have such broader coverage, higher limits, or both, as required
under this Agreement.
(E) Waiver of Subrogation. The Contractor waives any right to recover from the County, its
officers, agents, employees, and volunteers any amounts paid under the policy of
worker's compensation insurance required by this Agreement. The Contractor is solely
responsible to obtain any policy endorsement that may be necessary to accomplish that
waiver, but the Contractor's waiver of subrogation under this paragraph is effective
whether or not the Contractor obtains such an endorsement.
(F) County's Remedy for Contractor's Failure to Maintain. If the Contractor fails to keep
in effect at all times any insurance coverage required under this Agreement, the County
may, in addition to any other remedies it may have, suspend or terminate this
Agreement upon the occurrence of that failure, or purchase such insurance coverage,
and charge the cost of that coverage to the Contractor. The County may offset such
charges against any amounts owed by the County to the Contractor under this
Agreement.
(G)Subcontractors. The Contractor shall require and verify that all subcontractors used by
the Contractor to provide services under this Agreement maintain insurance meeting all
insurance requirements provided in this Agreement. This paragraph does not authorize
the Contractor to provide services under this Agreement using subcontractors.
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Docusign Envelope ID:4612C3AA-B21D-413AF-91DBC-OCC1E06691384
Exhibit C
Self-Dealing Transaction Disclosure Form
In order to conduct business with the County of Fresno ("County"), members of a
contractor's board of directors ("County Contractor"), must disclose any self-dealing transactions
that they are a party to while providing goods, performing services, or both for the County. A
self-dealing transaction is defined below:
"A self-dealing transaction means a transaction to which the corporation is a party and in
which one or more of its directors has a material financial interest."
The definition above will be used for purposes of completing this disclosure form.
Instructions
(1) Enter board member's name, job title (if applicable), and date this disclosure is being
made.
(2) Enter the board member's company/agency name and address.
(3) Describe in detail the nature of the self-dealing transaction that is being disclosed to the
County. At a minimum, include a description of the following:
a. The name of the agency/company with which the corporation has the transaction;
and
b. The nature of the material financial interest in the Corporation's transaction that
the board member has.
(4) Describe in detail why the self-dealing transaction is appropriate based on applicable
provisions of the Corporations Code.
The form must be signed by the board member that is involved in the self-dealing
transaction described in Sections (3) and (4).
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Docusign Envelope ID:4612C3AA-B21D-413AF-91DBC-OCC1E06691384
Exhibit C
(1) Company Board Member Information:
Name: Date:
Job Title:
(2) Company/Agency Name and Address:
(3) Disclosure (Please describe the nature of the self-dealing transaction you are a
party to)
(4) Explain why this self-dealing transaction is consistent with the requirements of
Corporations Code § 5233 (a)
(5) Authorized Signature
Signature: Date:
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