HomeMy WebLinkAboutResolution - 2023-R0041 - Contract 16909 with Unite USA - Public HealthResolution No. 2023-R0041
Item No. 6.15
January 24, 2023
RESOLUTION
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
THAT the Mayor of the City of Lubbock is hereby authorized and directed to execute for and
on behalf of the City of Lubbock, Contract No. 16909, as per RFP 23-16909-YB, for
Consulting Services for Social Determinants of Health, by and between the City of Lubbock
and Unite USA, Inc. of New York, New York, and all related documents. Said Contract is
attached hereto and incorporated in this resolution as if fully set forth herein and shall be
included in the minutes of the City Council.
Passed by the City Council on
ATTEST:
City ecretary
APPROVED ASJO CONTENT:
Bill HoWrton, DeXUVefty Manager
APPROVED AS TO FORM:
Ryan -oke, Assistant City Attorney
RES.Contract No. 16909, Unite USA, Inc.
1.18.23
January 24, 2023
Resolution No. 2023-R0041
Contract 16909
City of Lubbock
Consulting Services for Social Determinants of Health
Agreement
This Service Agreement (this "Agreement") is entered into as of the 24 day of January 2023
("Effective Date") by and between Unite USA, Inc. (the Contractor), and the City of Lubbock (the "City").
RECITALS
WHEREAS, the City has issued a Request for Proposals 23-16909-YB, Consulting Services for
Social Determinants of Health and
WHEREAS, the proposal submitted by the Contractor has been selected as the proposal which best
meets the needs of the City for this service; and
WHEREAS, Contractor desires to perform as an independent contractor to provide Consulting
Services for Social Determinants of Health, upon terms and conditions maintained in this Agreement; and
NOW THEREFORE, for and in consideration of the mutual promises contained herein, the City and
Contractor agree as follows:
City and Contractor acknowledge the Agreement consists of the following exhibits which are
attached hereto and incorporated herein by reference, listed in their order of priority in the event of
inconsistent or contradictory provisions:
1. This Agreement
2. Exhibit A — General Requirements
3. Exhibit B — Best and Final Offer
4. Exhibit C — Insurance Requirements
Scope of Work
Contractor shall provide the services that are specified in Exhibit A. The Contractor shall comply with all
the applicable requirements set forth in Exhibit B and Exhibit C attached hereto.
Article 1
1.1 The contract shall be for a term of one (1) year, with the option of four (4), one (1) year extensions,
said date of term beginning upon formal approval. This Contract will renew automatically for the
additional terms, unless either Party gives ninety (90) day written notice to terminate the Contract.
1.2 All stated annual quantities are approximations of usage during the time period to be covered by
pricing established by this bid. Actual usage may be more or less. Order quantities will be
determined by actual need. The City of Lubbock does not guarantee any specific amount of
compensation, volume, minimum, or maximum amount of services under this bid and resulting
contract.
1.3 The Contractor must maintain the insurance coverage required during the term of this contract
including any extensions. It is the responsibility of the Contractor to ensure that valid insurance is
on file with the Purchasing and Contract Management Department as required by contract or contract
may be terminated for non-compliance.
1.4 A) Prices quoted shall be guaranteed for a period for six (6) months upon City approval. The rate
may be adjusted at the City's discretion for the effective change in Consumer Price Index (CPI) or
Product Price Index (PPI) as appropriate.
B) Further, if the Contractor can provide documentation for actual charges for material, labor, etc.
that demonstrates that the change in CPI or PPI is not sufficient, the Contractor shall provide such
documentation to the City, and at the City's sole discretion, the contractual rate may be further
adjusted. If agreement regarding a new rate cannot be reached, the City shall terminate at the end of
the current contract period.
C) If an adjustment to pricing is granted under this section, the Contractor must provide the Director
of Purchasing and Contract Management written, quarterly documentation to justify the ongoing
adjustment. If no such documentation is timely received, the rate will automatically revert to the
initial, awarded rate.
1.5 This contract shall remain in effect until the first of the following occurs: (1) the expiration date, (2)
performance of services ordered, or (3) termination of by either party with a 30 day written notice.
The City of Lubbock reserves the right to award the canceled contract to the next lowest and best
bidder as it deems to be in the best interest of the city.
Article 2 Miscellaneous.
2.1 This Agreement is made in the State of Texas and shall for all purposes be construed in
accordance with the laws of said State, without reference to choice of law provisions.
2.2 This Agreement is performable in, and venue of any action related or pertaining to this
Agreement shall lie in, Lubbock, Texas.
2.3 This Agreement and its Exhibits contains the entire agreement between the City and
Contractor and supersedes any and all previous agreements, written or oral, between the
parties relating to the subject matter hereof. No amendment or modification of the terms of
this Agreement shall be binding upon the parties unless reduced to writing and signed by
both parties.
2.4 This Agreement may be executed in counterparts, each of which shall be deemed an original.
2.5 In the event any provision of this Agreement is held illegal or invalid, the remaining
provisions of this Agreement shall not be affected thereby.
2.6 The waiver of a breach of any provision of this Agreement by any parties or the failure of
any parties otherwise to insist upon strict performance of any provision hereof shall not
constitute a waiver of any subsequent breach or of any subsequent failure to perform.
2.7 This Agreement shall be binding upon and inure to the benefit of the parties and their
respective heirs, representatives and successors and may be assigned by Contractor or the
City to any successor only on the written approval of the other party.
2.8 All claims, disputes, and other matters in question between the Parties arising out of or
relating to this Agreement or the breach thereof, shall be formally discussed and negotiated
between the Parties for resolution. In the event that the Parties are unable to resolve the
claims, disputes, or other matters in question within 30 days of written notification from the
aggrieved Party to the other Party, the aggrieved Party shall be free to pursue all remedies
available at law or in equity.
2.9 At any time during the term of the contract, or thereafter, the City, or a duly authorized audit
representative of the City or the State of Texas, at its expense and at reasonable times,
reserves the right to audit Contractor's records and books relevant to all services provided to
the City under this Contract. In the event such an audit by the City reveals any errors or
overpayments by the City, Contractor shall refund the City the full amount of such
overpayments within 30 days of such audit findings, or the City, at its option, reserves the
right to deduct such amounts owing the City from any payments due Contractor.
2.10 The City reserves the right to exercise any right or remedy to it by law, contract, equity, or
otherwise, including without limitation, the right to seek any and all forms of relief in a court
of competent jurisdiction. Further, the City shall not be subject to any arbitration process
prior to exercising its unrestricted right to seek judicial remedy. The remedies set forth herein
are cumulative and not exclusive, and may be exercised concurrently. To the extent of any
conflict between this provision and another provision in, or related to, this document, this
provision shall control.
2.11 The contractor shall not assign or sublet the contract, or any portion of the contract, without
written consent from the Director of Purchasing and Contract Management. Should consent
be given, the Contractor shall insure the Subcontractor or shall provide proof of insurance
from the Subcontractor that complies with all contract insurance requirements document, this
provision shall control.
2.12 Contractor acknowledges by supplying any Goods or Services that the Contractor has read,
fully understands, and will be in full compliance with all terms and conditions and the
descriptive material contained herein and any additional associated documents and
Amendments. The City disclaims any terms and conditions provided by the Contractor unless
agreed upon in writing by the parties. In the event of conflict between these terms and
conditions and any terms and conditions provided by the Contractor, the terms and conditions
provided herein shall prevail. The terms and conditions provided herein are the final terms
agreed upon by the parties, and any prior conflicting terms shall be of no force or effect.
2.13 Contracts with Companies Engaged in Business with Iran, Sudan, or Foreign Terrorist
Organization Prohibited. Pursuant to Section 2252.152 of the Texas Government Code,
prohibits the City from entering into a contract with a vendor that is identified by The
Comptroller as a company known to have contracts with or provide supplies or service with
Iran, Sudan or a foreign terrorist organization.
2.14 Texas Public Information Act. The requirements of Subchapter J, Chapter 552, Government
Code, may apply to this contract and the contractor or vendor agrees that the contract can be
terminated if the contractor or vendor knowingly or intentionally fails to comply with a
requirement of that subchapter. To the extent Subchapter J, Chapter 552, Government Code
applies to this agreement, Contractor agrees to: (1) preserve all contracting information
related to the contract as provided by the records retention requirements applicable to the
governmental body for the duration of the contract; (2) promptly provide to the governmental
body any contracting information related to the contract that is in the custody or possession
of the entity on request of the governmental body; and (3) on completion of the contract,
either: (A) provide at no cost to the governmental body all contracting information related to
the contract that is in the custody or possession of the entity; or (B) preserve the contracting
information related to the contract as provided by the records retention requirements
applicable to the governmental body.
2.15 No Boycott of Israel. Pursuant to Section 2271.002 of the Texas Government Code, a) This
section applies only to a contract that: (1) is between a governmental entity and a company
with 10 or more full-time employees; and (2) has a value of $100,000 or more that is to be
paid wholly or partly from public funds of the governmental entity. (b) A governmental entity
may not enter into a contract with a company for goods or services unless the contract
contains a written verification from the company that it: (1) does not boycott Israel; and (2)
will not boycott Israel during the term of the contract.
2.16 Texas Government Code 2274. By entering into this Agreement, Contractor verifies that: (1)
it does not, and will not for the duration of the contract, have a practice, policy, guidance,
or directive that discriminates against a firearm entity or firearm trade association or (2)
the verification required by Section 2274.002 of the Texas Government Code does not apply
to the contract. If Contractor is a company with 10 or more full-time employees and if this
Agreement has a value of at least $100,000 or more, Contractor verifies that, pursuant to
Texas Government Code Chapter 2274, it does not have a practice, policy, guidance, or
directive that discriminates against a firearm entity or firearm trade association; and will not
discriminate during the term of the contract against a firearm entity or firearm trade
association.
2.17 Contractor represents and warrants that: (1) it does not, and will not for the duration of the
contract, boycott energy companies or (2) the verification required by Section 2274.002 of
the Texas Government Code does not apply to the contract. If Contractor is a company with
10 or more full-time employees and if this Agreement has a value of at least $100,000 or
more, Contractor verifies that, pursuant to Texas Government Code Chapter 2274, it does
not boycott energy companies; and will not boycott energy companies during the term of the
Agreement. This verification is not required for an agreement where a governmental entity
determines that these requirements are inconsistent with the governmental entity's
constitutional or statutory duties related to the issuance, incurrence, or management of debt
obligations or the deposit, custody, management, borrowing, or investment of funds.
2.18 Confidentiality. The Contractor shall retain all information received from or concerning the
City and the City's business in strictest confidence and shall not reveal such information to
third parties without prior written consent of the City, unless otherwise required by law.
2.19 Indemnify. The Contractor shall indemnify and save harmless the city of Lubbock and its
elected officials, officers, agents, and employees from all suits, actions, losses, damages,
claims, or liability of any kind, character, type, or description, including without limiting the
generality of the foregoing, all expenses of litigation, court costs, and attorney's fees, for
injury or death to any person, or injury to any property, received or sustained by any person
or persons or property, to the extent arising out of, related to or occasioned by, the negligent
acts of the Contractor, its agents, employees, and/or subcontractors, related to the
performance, operations or omissions under this agreement and/or the use or occupation of
city owned property. The indemnity obligation provided herein shall survive the expiration
or termination of this agreement.
-----INTENTIONALLY LEFT BLANK-----
IN WITNESS WHEREOF, the parties hereto have caused this Contract to be executed the
day and year first above written. Executed in triplicate.
CITY OF L
CONTRACTOR
_ BY: —
Tray Payne, ay Authorized Representative
ATTEST: T-)4&n &-, I
Print Name
Re cca Garza, City Se re Cq 1 � 6Y�J�� �— --
Address
61-
ARMOVW AS TO CONTENT:
6/av, b �'�
Katherine Wells, Director ofyublic Health
Attorney
City, State, Zip Code
Exhibit A
City of Lubbock, TX
RFP 23-16909-YB
Consulting Services for Social Determinants of Health
GENERAL REQUIREMENTS
1. BACKGROUND
The social determinants of health (SDoH), as defined by the Centers for Disease Control
(CDC), "are the conditions in the places where people live, learn, work, and play that affect a
wide range of health and quality -of -life -risks and outcomes." The CDC and Healthy People
2030 classify the social determinants of health into 5 domains: Economic Stability, Education
Access and Quality, Health Care Access and Quality, Neighborhood and Built Environment,
and Social and Community Context. These domains include items such as racism and
discrimination, access to nutritious foods, availability of physical activity, literacy, and access
to transportation. Aside from having a large impact on people's health and well-being, they
contribute to health disparities and inequalities, and can account for 80% of a person's health.
The impact of SDoH on health care utilization, cost and outcomes is well documented.
As the public health environment evolves, addressing SDoH, or the nonmedical drivers that
impact a person's health, will continue to drive a host of evolving policies, initiatives, practices
and partnerships. As healthcare transitions from volume to value -based care, health
departments need to demonstrate the high quality of public healthcare, facilitate improved
outcomes for high -risk and vulnerable populations, and effectively shift to whole -person care.
In order to do so, health departments will need to develop the tools necessary for leveraging
social determinant data and addressing them with their patient populations.
To date, LBK Community has served over 400 individuals across Lubbock, Texas since June
2020. LBK Community serves medically and socially underserved areas and populations;
approximately 446 referrals have been made with 70% of said referrals closed or completed.
Moreover, 771 needs have been identified with 64% of those needs addressed. The Lubbock
Health Department is committed to providing programs and services that will strengthen and
improve health outcomes across the city.
This RFP seeks services to assist the Lubbock Health Department in screening clients for
Social Determinants of Health as well as referring at -risk clients to appropriate social services.
To be effective, the Lubbock Health Department is looking for a vendor to provide a resource
platform with multiple functionalities. The desired system would have:
• Social need screening and referral capabilities.
• Referral tracking capabilities.
• A platform that may be utilized directly by a provider, client and community partner.
• Platform with flexible architecture to allows for the integration of multiple interfaces and
technology systems.
• A commitment to development of CBO partnerships in Lubbock.
• A quality assurance'CBO verification process.
Support for bidirectional Electronic Health Record (EHR) integration and Application
Programming Interface (API) development.
• Portals and/or Dashboard reports related to resource need, utilization, referral loop closure,
patient type, and related health outcomes.
• Health Information Portability and Accountability Act (HIIP AA) compliant systems that
meet all Federal and State Privacy and security and data protection requirements.
2. SCOPE OF WORK
The selected vendor will provide Social Determinant of Health Collection and Referral
services to LBK Community. The selected vendor will have a robust network of participating
Community Based Organizations within a centralized database to help identify and meet the
social needs of LBK Community clients. The platform should allow LBK partners to directly
screen clients, as well as provide clients the ability to initiate the screening and referral process.
As the Lubbock Health Department has long-standing community relationships, the selected
vendor will work with users to update their centralized database to include preferred
community partners, as well as update the active status of partners based on response rates.
Data will be provided to the LBK Community partners related to commonly screened social
needs, referral tracking and associated health outcomes.
Selected vendor (s) may offer additional services for individual LBK partner CBO's. These
other services can include but are not limited to populations health management, data analysis
and data visualization services.
3. DETAILS AND QUESTIONNAIRE
3.1. Based on the functionalities listed in this RFP, and the desire to make this -resource
available to Lubbock and surrounding communities, please provide a 3-year budget for
the resource platform. Please describe the cost structure (including the basis of the fees,
as well as the costs, any contract limit minimum or limit). Include all cost elements and
additional fees charges and billing frequency.
3.2. Is there a tiered pricing system based on the number of participants? Users? Individual
patients screened/referred?
Question Set 1: Questions
1 0 1 Is Proposer currently In the process of filing for bankruptcy?
1.0.2 Has Proposer filed for bankruptcy within the past five (5) years?
Is Proposer or any pnncrpg staff of Proposer excluded from participation in
any state or federal health care program or the subject of any pending or
1 0 J threatened final adverse aebon as such term is defined under 42 U S C &
1320a-7e(g) or any successor provision of law or regulation or have they
been vathin the past five f 5) years?
Does Proposer have a procedure to assure they will not arrange or contract
with any person or entity who Is excluded from participation In any state or
10.4 federal health care program, or is the subject of any pending or threatened
final adverse action, as such tern is defined under 42 U S C & 1320a-7e(g)
or any successor provision of law or regulation?
Does Proposer acknowledge thatif currently under any local or state or
1 1] 5 federal investigation or suspension or debarment, its submission may not be
considered?
Is it acknowledged that Proposer should have an established record of
1.06 providing SDoH Data Collection and Referral services with a minimum of two
(2) years of experience?
1 0 7 Does Proposer accept the term of the contract, which includes firth pricing for
SDoH Data Collection and Referral services for 3 years?
1 0 8 Is Proposer able to agree to comply with all applicable laws and regulations
including local, state and federal?
Can Proposer acknowledge that the Lubbock Health Department will have the
1 0 9 right to audit, with full cooperation by the Proposer. the services and pricing
provided to validate compliance with program requirements and contractual
guarantees?
Is Proposer able to Indemnify Lubbock Health Department and each
1.0.10 participating CBO for any loss that Is the result of an act or omission on the
part of the Proposer?
Can Proposer meet all requirements of the Healthcare Infor icon Portabrily
and oYesoNo Accountability Act (HIP AAi, if applicable, established federal
1011 and state laws and guidelines, and predetermined compliance dates,
including privacy and confidentiality requirements that limit the non-
consensual use and release of protected health informabon through
electronic communications. oral communications and paper records?
1012 Is Proposer willing to enter into a HIP AA compliant Business Associate
Agreement as a part of this arrangement?
Is Proposer able to maintain an access ble reporting system by both the
1013 individual CBO's and the Lubbock Health Department with direct access to
routinely download raw and analyzed data, including standard repomng
templates, of HrPAAcompliant electronic information?
Is Proposer able to maintain an accessible reporting system by both the
1.0.14 Individual CBO's and the Lubbock Health Department with real-time, online
access to system by authorized LBK Community users?
Is Proposer able to keep all member LBK Community information confidential
1.0.15 and secure? This Includes, but is not limited to financial. patient. clinical
outcomes, and demographics
1.0.16 Proposer agrees that LBK Community data in any forth is rat for resale
Is Proposer able to adopt and effectively implement a written compliance plan
acceptable to the Lubbock Health Department to ensure compliance with all
1 0 17 applicable federal, state, and local laws- implementation of the compliance
plan shall, at a minimum, include regular mandatory compliance training
sessions for all partner CBO staff members providing services directly or
indirectly to community members
Can Proposer maintain the LBK Community data for the term of the contract
1.0.18 and for (7) years thereafter (the data is to remain the sole property of the
respective partner CBO and the data is not available to be sold)?
Can Proposer secure and maintain, at ,ts own expense, general and
professional liability Insurance in the amounts of $1,000,000.00 per
1.0.19 occurrence/ $2.000,000.00 aggregate and other insurance requirements
listed in proposal for coverage to insure against claims for damages by any
participating CBO?
NO Confirmed Unite Us is not in the process of filing for bankruptcy
NO Unite Us has not filed for bankruptcy within the past five (5) years.
Neither Unite Us, nor any principal staff of Unite Us is excluded from
NO participation in any state or federal health care program or the subject of any
pending or threatened frnai adverse action
Yes, Unite Us requires all officers and employees to go through a backround
YES check and disclose potential conflicts. Including whether or not they are
excluded from participation in any state or federal health care program, or are
the subject of any pending or treatened final adverse action.
YES Unite Us acknowledges this policy
YES Unite Us has been providing SDoH Data Collection and Referral services
since 2013
YES Unite Us accepts the terms of this contract.
YES Unite Us is able to agree to comply with all applicable laws and regulations,
including local, state, and federal
YES Unite Us acknowleges and agrees to comply oath this requirement.
Yes, Unite Us Is able to Indemnify Lubbock Health Department and each
YES participating CSO for any loss that is a result of an act or omission on the part
of Unite Us.
Yes, Unite Us is able 1, most all of the requirements of HIPAA, established
federal and state laws and guidelines, and predetermined compliance dates,
YES including privacy and confidentiality requirements that limit the non-
consenual use and release or protected health information through electronic
communications, oral communications and paper records
YES Yes. Unite Us is willing to enter into a HIPAA compliant BAA as part of this
arrangement
YES Yes, this is supported by the Unite Us platform
YES Yes, this Is supported by the Unite Us Platform
YES Yes, this is supported by the Unite Us Platform.
YES Units Us agrees to comply
YES Unite Us agrees to comply
YES Unite Us agrees to comply
YES Unite Us agrees to comply
1 D 20
Is Proposer certified as a HUB or MBE or WBE or DBE source? If yes. please
NO
Unite Us is not certified as a HUB. MBE, WBE. or DBE
attach certification
The contract terms and conditions identified in this RFP .11 form the contract
113.21
resulting from this RFP and the Proposees submission will be incorporated
ND
No requested exceptions or deviations
into the contract Please identify whether there are any requested exceptions
or deviations
1 0 22
If requesting exceptions or deviations to the stated contract terms. please
NA
ccirporate
explain in detail.
Experience References
1 1 1
and
Has any member of your Organization held responsibility at an executive
NO
ail
N•A
level for a CBO? If yea. please provide detail
Provide five (5) references (preferably Texas CBO's and other organizations
within Texas). By providing the reference Information you are consenting tD
allow the Lubbock Health Department to client the listed references. When
1.1.2
providing references, please include: Entity Name, Address. Point of Client,
YES
Acknowledgd
Phone Number, Email Address, Description of Services Provided and Project
Budget range. Reference form is provided
Do you acknowledge?
1 13
Do you have any experience partnering with State Networks? If so please
YES
Unite Us s su pports State Networksin44 states
City of Lubbock
RFP 23-16909-YB
UNITE US PLATFORM — ORDER FORM
General Terms
Overview. Unite Us has developed proprietary software to coordinate electronic referrals and case management tasks between health
and social service organizations on a common platform (the "Unite Us Platform"). Subject to Customer's payment of the fees set forth
below, Unite Us shall provide Customer end -user licenses to use the Unite Us Platform within Lubbock County, Texas (the
"Territory") during the Term (as defined in Section 1.1 above) and manage the coordinated care network.
Implementation. Unite Us will work with Customer to understand Customer priorities for the coordinated care network within the
Territory and develop a project plan that determines the optimal launch dates for Customer and CBOs within the Territory (such plan,
the "Project Plan"). For purposes of this Agreement, "CBO" means any nonprofit social service organization (other than health
systems, health plans and government agencies) primarily providing services that are not clinical in nature. On a mutually agreed
launch date set forth in the Project Plan, Customer and CBO license holders who have completed an engagement session will receive
an email from Unite Us with login credentials and a prompt to start using the Unite Us Platform.
Onboarding and Socialization. Unite Us will coordinate a socialization process to create buy -in and onboard both Customer and
CBOs onto the Unite Us Platform. Activities may include disseminating initial interest surveys, hosting virtual presentations for
Customer and CBOs, conducting a formal asset mapping process, hosting virtual strategy sessions including Customer and community
leaders to obtain buy -in, and conducting virtual workflow -planning meetings among participating entities.
Network Management. Unite Us will support an on -going network development process to continue to grow, optimize, and curate
the coordinated care network. This includes ongoing review of CBO engagement and governance of network participation;
identification of service provision mix and gaps; ongoing review of CBO prospect list to identify potential network participants; new
CBO socialization and onboarding; and post -launch community meetings to continually optimize the coordinated care network.
Termination. Either party may terminate this Order Form upon the default of the other party. Default includes: (i) failure of Customer
to pay any amount due under this Order Form within 10 days of receipt of notice from Unite Us regarding such failure to pay and (ii)
except for the failure in subsection (i), the material breach by either party of any of the terms of this Order Form if the defaulting party
fails to cure such breach within 30 days following notice from the non -defaulting party.
Unite Us Insights. Unite Us will provide Customer with up to five (5) licenses during the Term to access network -level, de -identified
data via the Unite Us Network Activity Dashboard and Health Equity Dashboard and user -level information on Customer's Unite Us
Platform users via the Workforce Management Dashboard.
Monthly Data Delivery. Unite Us will also provide client -level, identifiable data for individuals on the Unite Us Platform served or
referred by Customer users within the Territory on a monthly cadence via SFTP to be implemented on a mutually agreed timeline,
subject to applicable law.
Assistance Request Form. Unite Us will configure an assistance request form that can be added to Customer's designated webpage
(the "AR Form"). The AR Form enables individuals to submit requests for social services within the Territory directly from Customer's
designated webpage.
Unite Us FHIR Integration. Unite Us will provide an EHR workflow application, which includes the ability to access the Unite Us
Platform and receive a social care summary writeback through Customer's existing EHR system (Cerner) (the "EHR Platform") on
a mutually agreeable timeline. In addition, to the fees set forth below, service or transaction -based fees and expenses imposed by the
EHR Platform that are Customer -specific shall be considered third -party expenses and passed through to Customer on a dollar -for -
dollar basis and shall be invoiced on a monthly basis. Integrations not using SMART on FHIR specifications are not included.
Customer will reasonably assist with the relationship between Customer and the EHR Platform to enable timely implementation.
Single Sign On. Unite Us offers user -level single sign -on (SSO) and automatic provisioning of end -user accounts, provided that
business systems support industry -standard authentication and authorization method of SAML in systems intended to be integrated
with the Service Software. Unite Us shall implement a single sign -on option for Customer on a mutually agreed timeline, subject to
Customer's payment of the SSO implementation fee set forth in this Order Form.
Training. Unite Us shall provide new user training and one annual virtual training session at no additional cost to Customer.
Support. Unite Us shall provide technical support via Unite Us -approved support channels from 9 AM to 10 PM Eastern Time.
Marketing. Customer agrees to allow Unite Us to add Customer's name and/or logo to a list of selected or representative customers
and in other promotional material (such as marketing presentations).
Exhibit B
City of Lubbock, TX
RFP 23-16909-YB
Consulting Services for Social Determinants of Health
Proposal Fees (BAFO)
A. Customer shall pay Unite Us in accordance with the following fee schedule:
Network Implementation
$20,000
-
-
-
-
Network Access — 25 Licenses to the Unite Us Platform
within the Territory available on the Effective Date
$52,500
$52,500
$52,500
$52,500
$52,500
Unite Us Insights
- Network Activity Dashboard (waived)
- Health Equity Dashboard (waived)
- Monthly Data Delivery ($25,000)
- Workforce Management Dashboard ($20,000
$45,000
$45,000
$45,000
$45,000
$45,000
Assistance Re uest Form
Waived
Waived
Waived
Waived
Waived
2 Unite Us FHIR Integrations - (Epic, Cemer, or eCW)
$80,000
$40,000
$40,000
$40,000
$40,000
SSO (SAME) sin le Customers stem
Waived
Waived
Waived
Waived
Waived
B. Optional
Customer may also elect to purchase additional licenses during the Term in the following amounts:
10 Licenses
$21
Annual fees are due on the Effective Date and each anniversary thereafter. Payments to Unite Us are due within 30 days of receipt of
the applicable invoice.
This Order Form is governed by the Master Cloud Services and Network Management Agreement.
IN WITNESS WHEREOF, the parties listed below have caused this Order Form to be executed by their respective duly authorized
representatives as of the last date set forth below (the "Effective Date").
Customer Enti of Lubbock
Unite USA Inc.
By:
B ---�
Name: Tray P yne
Name -,--N
Title: Mayor
Title: r G—a
Date: January 24, 2023
Date: 1 t/, s,2 3
Address: 1314 Avenue K, Lubbock, TX 79401
2 ` —? �� L g r ' o j
Primary Customer Contact: Katherine Wells
Email Address kwells@mylubbock.us
os �-Yn
Exhibit C
City of Lubbock, TX
RFP 23-16909-YB
Consulting Services for Social Determinants of Health
SECTION A. Prior to the approval of this contract by the City, the Contractor shall furnish a completed Insurance
Certificate to the City, which shall be completed by an agent authorized to bind the named underwriter(s) to the coverages,
limits, and termination provisions shown thereon, and which shall furnish and contain all required information referenced
or indicated thereon. THE CITY SHALL HAVE NO DUTY TO PAY OR PERFORM UNDER THIS CONTRACT
UNTIL SUCH CERTIFICATE SHALL HAVE BEEN DELIVERED TO THE CITY.
INSURANCE COVERAGE REQUIRED SECTION B. The City reserves the right to review the insurance
requirements of this section during the effective period of the contract and to require adjustment of insurance coverages
and their limits when deemed necessary and prudent by the City based upon changes in statutory law, court decisions, or
the claims history of the industry as well as the Contractor.
SECTION C. The Contractor shall obtain and maintain in full force and effect for the duration of this contract, and any
extension hereof, at Contractor's sole expense, insurance coverage written by companies approved by the State of Texas
and acceptable to the City, in the following type(s) and amount(s):
Commercial Liability Requirements: $1 M occurrence / $2M aggregate (can be combined with an Excess
Liability to meet requirement). CGL is required in ALL contracts. It is perhaps the most important of all
insurance policies in a contractual relationship. It insures the Contractor has broad liability coverage for
contractual activities and for completed operations. Commercial General Liability to include Products -
Completion/OP, Personal and Advertising Injury, Contractual Liability, Fire Damage (any one fire), and
Medical Expenses (any one person).
Auto Liability Requirements: $1 M occurrence is needed.
Workers Compensation Requirements: Statutory. If the vendor is an independent contractor with no
employees and are exempt from providing Workers' Compensation coverage, they must sign a waiver (obtained
from COL Purchasing) and include a copy of their driver's license.
Employer Liability: ($1 M) is required with Workers Compensation.
Cyber Liability Requirements: $2M of coverage is needed for Cyber Liability.
Technology Errors and Omissions Requirements: $3M per claim.
* The City of Lubbock (including its officials, employees and volunteers) shall be afforded additional
insured status on a primary and non-contributory basis on all liability policies except professional
liabilities and workers' comp.
* Waivers of Subrogation are required for CGL, AL, and WC.
* To Include Products of Completed Operations endorsement.
* Carrier will provide a 30-day written notice of cancellation, 10-day written notice for non-payment.
* Carriers must meet an A.M. Best rating of A- or better.
* Subcontractors must carry same limits as listed above.
IMPORTANT: POLICY ENDORSEMENTS
The Contractor will provide copies of the policies without expense, to the City and all endorsements thereto
and may make any reasonable request for deletion, revision, or modification of particular policy terms,
conditions, limitations, or exclusions (except where policy provisions are established by law or regulation
binding upon either of the parties hereto or the underwriter of any of such policies). Upon such request by the
City, the Contractor shall exercise reasonable efforts to accomplish such changes in policy coverages, and
shall pay the cost thereof. Any costs will be paid by the Contractor.
REQUIRED PROVISIONS
The Contractor agrees that with respect to the above required insurance, all insurance contracts and certificate(s)
of insurance will contain and state, in writing, on the certificate or its attachment, the following required
provisions:
a. Name the City of Lubbock and its officers, employees, and elected representatives as additional
insureds, (as the interest of each insured may appear) as to all applicable coverage;
b. Provide for 30 days notice to the City for cancellation, nonrenewal, or material change;
c. Provide for notice to the City at the address shown below by registered mail;
d. The Contractor agrees to waive subrogation against the City of Lubbock, its officers, employees,
and elected representatives for injuries, including death, property damage, or any other loss to the
extent same may be covered by the proceeds of insurance;
e. Provide that all provisions of this contract concerning liability, duty, and standard of care together
with the indemnification provision, shall be underwritten by contractual liability coverage
sufficient to include such obligations within applicable policies.
NOTICES
The Contractor shall notify the City in the event of any change in coverage and shall give such notices not less
than 30 days prior the change, which notice must be accompanied by a replacement CERTIFICATE OF
INSURANCE.
All notices shall be given to the City at the following address:
Marta Alvarez, Director of Purchasing & Contract Management
City of Lubbock
1314Avenue K, 9t' Floor
Lubbock, Texas 79401
Approval, disapproval, or failure to act by the City regarding any insurance supplied by the Contractor shall not
relieve the Contractor of full responsibility or liability for damages and accidents as set forth in the contract
documents. Neither shall the bankruptcy, insolvency, or denial of liability by the insurance company exonerate
the Contractor from liability.
DocuSign Envelope ID: 363B5999-CD31-4F6A-A61 B-61 E9BC33BA84
CERTIFICATE OF INTERESTED PARTIES
FORM 1295
lofl
Complete Nos. 1- 4 and 6 if there are interested parties.
OFFICE USE ONLY
Complete Nos.1, 2, 3, 5, and 6 if there are no interested parties.
CERTIFICATION OF FILING
Certificate Number:
1 Name of business entity filing form, and the city, state and country of the business entity's place
of business.
2022-967124
Unite USA Inc.
New York, NY United States
Date Filed:
12/27/2022
2 Name of governmental entity or state agency that is a party to the contract for which the form is
being filed.
City of Lubbock
Date Acknowledged:
3 Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a
description of the services, goods, or other property to be provided under the contract.
RFP 23-16909-YB
Social Determinants of Health Platform
4
Nature of interest
Name of Interested Party
City, State, Country (place of business)
(check applicable)
Controlling
Intermediary
Brillman, Daniel
New York, NY United States
X
Justice, Taylor
New York, NY United States
X
Farkas, Esther
New York, NY United States
X
Brown, Nancy
New York, NY United States
X
Bays III, Nathaniel
New York, NY United States
X
Jones, Maurice
New York, NY United States
X
Xie, Caroline
New York, NY United States
X
Binder, Kelly
New York, NY United States
X
5 Check only if there is NO Interested Party. ❑
6 UNSWORN DECLARATION
My name is Darnel Brilllllan
and my date of birth is
My address is 217 Broadway, Floor 8
New York
NY , 10007 USA
(street)
(city)
(state) (zip code) (country)
I declare under penalty of perjury that the foregoing is true and correct.
Executed in New York County, State of New York on the 27 day of Decemberday22
(month) (year)
DocuSI�dbY
&tbW64W6rized agent of
contracting business entity
(Declarant)
Forms provided by Texas Ethics Commission www.ethics.state.tx.us version v3.5.1.3acubucu
CERTIFICATE OF INTERESTED PARTIES
FORM 1295
lofl
Complete Nos. 1- 4 and 6 if there are interested parties.
OFFICE USE ONLY
Complete Nos.1, 2, 3, 5, and 6 if there are no interested parties.
CERTIFICATION OF FILING
Certificate Number:
1 Name of business entity filing form, and the city, state and country of the business entity's place
of business.
2022-967124
Unite USA Inc.
New York, NY United States
Date Filed:
12/27/2022
2 Name of governmental entity or state agency that is a party to the contract for which the form is
being filed.
City of Lubbock
Date Acknowledged:
01/06/2023
3 Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a
description of the services, goods, or other property to be provided under the contract
RFP 23-16909-YB
Social Determinants of Health Platform
4
Nature of interest
Name of Interested Party
City, State, Country (place of business)
(check applicable)
Controlling
Intermediary
Brillman, Daniel
New York, NY United States
X
Justice, Taylor
New York, NY United States
X
Farkas, Esther
New York, NY United States
X
Brown, Nancy
New York, NY United States
X
Bays III, Nathaniel
New York, NY United States
X
Jones, Maurice
New York, NY United States
X
Xie, Caroline
New York, NY United States
X
Binder, Kelly
New York, NY United States
X
5 Check only if there is NO Interested Party. ❑
6 UNSWORN DECLARATION
My name is and my date of birth is
My address is
(street) (city) (state) (zip code) (country)
I declare under penalty of perjury that the foregoing is true and correct.
Executed in County, State of , on the
day of , 20
(month) (year)
Signature of authorized agent of contracting business entity
(Declarant)
Forms Drovided by Texas Ethics Commission www.ethics.state.tx.us
Version V3.5.1.3ac88bc0