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HomeMy WebLinkAboutResolution - 2020-R0104 - Health And Human Services Commission-Funding For Community Coalition Partnership - 03/24/2020 Resolution No. 2020-RO104 Item No. 7.14 March 24, 2020 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, Health and Human Services Commission Contract No. HHS000749200001, to provide funding for Community Coalition Partnership (CCP) Program, by and between the City of Lubbock and the State of Texas' Health and Human Services Commission, 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 March 24,2020 DANIEL M. POPE, MAYOR ATTEST: ReFetaGarza, City Sectry . APPROVED AS TO CONTENT: Bill Hon De puty City ger APPROVED AS TO FORM: Ry4re, ss' ant City Attorney RES.HHS Contract No. HHS000749200001 3.17.20 DocuSign Envelope ID:SCF099F3-C308-4958-922F-40324CCD5424 Resolution No. 2020-RO 104 SIGNATURE DOCUMENT FOR HEALTH AND HUMAN SERVICES COMMISSION CONTRACT NO.HH5000749200001 UNDER THE SUBSTANCE USE DISORDER PREVENTION COMMUNITY COALITION PARTNERSHIP GRANT PROGRAM I. PURPOSE The Health and Human Services Commission("System Agency"), a pass-through entity, and City of Lubbock("Grantee"),each a"Party"and collectively the"Parties"enter into the following grant contract to provide funding for Community Coalition Partnership ("CCP") Program (the "Contract"). II. LEGAL AUTHORITY This Contract is authorized by and in compliance with the provisions of Texas Government Code Chapter 531. III. DURATION The Contract is effective on March 15, 2020 and terminates on August 31, 2024, unless renewed, extended, or terminated pursuant to the terms and conditions of the Contract. System Agency, at its sole discretion,may extend this Contract for any period(s)of time, provided the Contract term, including all extensions or renewals, does not exceed five years. Notwithstanding the limitation in the preceding sentence, System Agency, at its sole discretion, also may extend the Contract beyond five years as necessary to ensure continuity of service, for purposes of transition, or as otherwise determined by System Agency to serve the best interest of the State. IV. BUDGET The total amount of this Contract will not exceed$1,328,300.00.This includes the System Agency share of$250,000.00 and Grantee's required match amount of$15,660.00. All expenditures under the Contract will be in accordance with ATTACHMENT B.BUDGET. If an Indirect Cost Rate Letter is required but it is not issued at the time of Contract execution,the Parties agree to amend the Contract to include the Indirect Cost Rate Letter as ATTACHMENT I and revise ATTACHMENT B when the Indirect Cost Rate Letter is issued. If the System Agency, at its sole discretion, approves or acknowledges an updated indirect cost rate,the new rate,together with the revised ICR Acknowledgement Letter, ICR Acknowledgement Letter — Ten Percent De Minimis, or the ICR Agreement Letter, will be included in the revised ATTACHMENT I and amended ATTACHMENT B. FINSC Grant-v 2.14 Effeedve:May 1,2019 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 V. REPORTING REQUIREMENTS Grantee shall submit all documents identified below, and in accordance with ATTACHMENT A STATEMENT OF WORK: 1. CPS, APS, or ACPS Certifications; 2. Security Attestation Form and Listing of Authorized Users; 3. Year I CNA; 4. Year 5 CAN; 5. Logic Model and Related Coalition Meeting Minutes; 6. Five Year Strategic Plan and related meeting minutes; 7. Initial Evaluation Plan and related meeting minutes; 8. Subsequent Evaluation Plans and related meeting minutes; 9. Five Year Evaluation Report; 10. Performance Measures; 11. Initial Annual Implementation Plan; 12. Subsequent Annual Implementation Plan and related meeting minutes; 13. Quarterly Reports; and 14. Financial Status Reports. VI. CONTRACT REPRESENTATIVES The following will act as the representative authorized to administer activities under this Contract on behalf of their respective Party. System Amency Grantee Health and Human Services Commission City of Lubbock P.O. Box 149347 1625 13th Street Austin,TX 78714 Lubbock,TX 79401 Attention: Carol Marshall, Contract Attention: Daniel Pope Manager VII. LEGAL NOTICES Any legal notice required under this Contract shall be deemed delivered when deposited by the System Agency either in the United States mail, postage paid, certified, return receipt requested;or with a common carrier,overnight,signature required,to the appropriate address below: System Atrency Lubbock,TX 79401-3830 Health and Human Services Commission Attention: Daniel Pope I 100 W. 49th Street, MC 1911 Austin,TX 78756 Attention: General Counsel Grantee City of Lubbock 1625 13th Street HHSC Contract#HHS000749200001 Page 2 of 37 HHSC Grant-v 2.14 Effective.May 1,2019 DocuSign Envelope ID:BCF099F3-C3064956-922F-40324CCD5024 VIII. NOTICE REQUIREMENTS Notice given by Grantee will be deemed effective when received by the System Agency. Either Party may change its address for notices by providing written notice to the other Party. All notices submitted to System Agency must: A. include the Contract number; B. be sent to the person(s) identified in the Contract; and, C. comply with all terms and conditions of the Contract. IX. ADDITIONAL GRANT INFORMATION Grantee(DUNS)Number: 058213893 Federal Award Identi#ication Number(FAIN): B08TIO10051-18 CFDA Name and Number: 93.959 Federal Award Date: 10/01/2017 Federal Award Period: 10/0112017-0913012019 Name of Federal Awarding Agency: Department of Health and Human Services (HHS), Substance Abuse and Mental Health Services Administration (SAMHSA) Awarding Official Contact Information: Odessa Crocker, Grants Management Officer, Point of Contact is Wendy Pang, Grants Specialist, Contact Number. (240) 276-1419, Facsimile: (240)276-1430,Email: Wendy.Pangru)samhsa.hhs.gov SIGNATURE PAGE FOLLOWS System Agency Contract No.HHS000749200001 Page 3 of 37 DocuSign Envelope ID:BCFD99F3-C348-4956-922r-40324CCD5024 SIGNATURE PAGE FOR SYSTEM AGENCY CONTRACT No.HHS000749200001 THE HEALTH AND HUMAN SERVICES COMMISSION CITY OF LUBBOCK Signature Signature Daniel M. Pope Printed Name Printed Name Mayor Title Title March 24, 2020 Date Date THE FOLLOWING ATTACHMENTS TO ENTERPRISE AGENCY CONTRACT NO.HHS000749200001 ARE HEREBY INCORPORATED BY REFERENCE: ATTACHMENT A STATEMENT OF WORK ATTACHMENT A-1 STATEMENT OF WORK SUPPLEMENTAL ATTACHMENT A-2 SUBSTANCE ABUSE PREVENTION AND TREATMENT(SAPT) BLOCK GRANT CONTRACT SUPPLEMENTAL ATTACHMENT B BUDGET ATTACHMENT C GENERAL AFFIRMATIONS ATTACHMENT D UNIFORM TERMS AND CONDITIONS-GRANT ATTACHMENT E SPECIAL CONDITIONS ATTACHMENT F FEDERAL ASSURANCES AND CERTIFICATIONS ATTACHMENT G DATA USE AGREEMENT ATTACHMENT H FISCAL FEDERAL FUNDING ACCOUNTABILITY AND TRANSPARENCY ACT(FFATA)FORM #* wdawmionpltest• arta, APPROVED AS TO CONTENT: System Agency Contract No.HHS000749200001 Page 4 of 37 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 ATTACHMENT A STATEMENT OF WORK 1. PURPOSE The purpose of the Community Coalition Partnership(CCP) is to mobilize the community to implement evidence-based environmental strategies with a primary focus to change policies and influence social norms related to substance use and misuse. Community Coalition Partnerships (CCPs) will address one or more of the State's four prevention priorities, based on the community's emergent needs. The CCPs will address underage alcohol use as the primary priority with the option to address tobacco and nicotine products, marijuana and other cannabinoids,and prescription drug misuse,based on needs identified by the intended community's needs assessment. Grantees providing CCP services will work together with other System Agency-funded substance use and misuse prevention programs to address substance use and misuse,follow the Strategic Prevention Framework (SPF) model of the Substance Abuse and Mental Health Services Administration (SAMHSA), and strengthen prevention efforts and strategies for coordination across multiple levels of impact following the Social Ecological Model.Grantees will provide services that help address prevention gaps in accordance with the Health and Human Services Commission ("HHSC" or "System Agency") Statewide Behavioral Health Strategic Plan 2017- 2021,https:°:'hlis.texas.l,ov'sites/default/fi les'documents.,laws-reg<Ilations/reports- resentations:"2017i1tx-statewide-behavior-health-strate ic- Ian- roaress-re ort- ian2017.pdf that focus on preventing substance use and misuse. GOALS 1. To utilize the SAMHSA Strategic Prevention Framework model as a planning process for preventing substance use and misuse. The five-step process includes Assessment, Capacity Building, Planning, Implementation, and Evaluation. Additionally, Cultural Competence and Sustainability are guiding principles which are utilized throughout the process. 2. To prevent and reduce substance use and misuse with a specific focus on the State's four prevention priorities and any additional prevention priorities specific to the target community, as approved by the System Agency. 3. To create community awareness regarding the health consequences of substance use and misuse through the dissemination of information across a wide variety of media outlets and distribution networks specific to the identified prevention priorities. 4. To increase citizen participation and commitment among all sectors of the community towards reducing substance use and misuse. System Agency Contract No.14HS000749200001 Page 5 of 37 DocuSign Envelope ID.BCFDg9F3-0308-4956-922F-40324CCD5024 II. GRANTEE RESPONSIBILITIES A. PROGRAM IMPLEMENTATION 1. Grantee will provide prevention services and activities: a. In accordance with the rules in Title 25 of the Texas Administrative Code (TAC). Chapter 447; b. to the identified primary and secondary populations where the target population is located; c. as specified in Grantee's response to the solicitation document; and d. as approved by the System Agency. 2. Coalitions will utilize the SPF process to guide the selection, implementation, and evaluation of evidence-based, culturally appropriate, and sustainable prevention activities. a. Assessment-the first step of the SPF that helps prevention professionals identify important substance use and related problems, and their contributing factors. It identifies relevant risk and protective factors from a variety of data sources. This step provides information to help prioritize specific substance use problems, identify factors related to the problems, as well as assesses community resources and readiness to address them. Grantee will: i. In years one and five of the contract term, submit a comprehensive Community Needs Assessment (CNA) that guides the identification of community prevention priorities based on local data and resources. ii. Ensure that coalition members participate in the completion of the CNA and document their participation by providing coalition meeting minutes and sign- in sheets and attach these documents to the CNA. iii. Submit the year one CNA to the System Agency. The CNA must be documented using the System Agency-approved form and include characteristics of the targeted communities. iv. Submit the year five CNA with updated information based on local data to the System Agency. The CNA must be documented using the System Agency- approved form. b. Capacity Building—Step two of the SPF helps prevention professionals identify resources and build readiness to address substance use and misuse. Work involves mobilizing both human and structural resources to build a prevention system that can effectively address local problems and assess the willingness and motivation of a community to address the identified problems. Key components of this step involve raising community awareness, engaging diverse stakeholders, strengthening community collaboration, and enhancing the prevention workforce through training and professional development. System Agency Contract No.HHS00074920000 t Page 6 of 37 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 Grantee will: i. Secure, or provide written documentation of effort to secure, coalition membership of one or more active representatives from each of the following community sectors within the identified service area: 1) Youth and young adults; 2) Parents; 3) Business communities; 4) Media; 5) Schools; 6) Organizations that serve youth or young adults; 7) Law enforcement agencies; 8) Faith-based organizations; 9) Civic and volunteer groups; 10)Healthcare professionals; and 11)State and local and/or tribal government agencies with expertise in the field of substance abuse. ii. Provide additional required representation within Grantee service area (Recovery community, Education Service Centers, and Local Mental Health Authorities) c. Planning— Step three of the SPF involves developing a strategic plan to address the identified priority problems and prevention goals of a community. Key components of this step involve identifying and prioritizing the relevant risk and protective factors to be addressed, selecting effective, evidence-based environmental strategies to be implemented, and building a logic model that provides a clear rationale for selecting programs or processes. Grantee will: i. Complete and submit a Logic Model,using the System Agency-approved form, which details the connection between community needs and program strategies that will be implemented to address one or more of the State's four prevention priorities, based on the community's emergent needs. The Logic Model will guide coalition activities for the duration of the five-year contract term. ii. Ensure that coalition members participate in the completion of the Logic Model. iii. Document participation in coalition meeting by providing meeting minutes and sign-in sheets and attach these documents to the Logic Model. iv. Submit the Logic Model to the System Agency. v. In the first fiscal term of the Contract, complete and submit a five-year Strategic Plan that uses the goals identified in the Logic Model to develop strategies for addressing environmental, policy,and/or social norm changes. vi. Ensure coalition members participate in the completion of the Strategic Plan. System Agency Contract No.HHS000749200001 Page 7 of 37 DocuSign Envelope ID:BCF099F3-C308-4956-922F-40324CCD5024 vii. Document participation in Strategic Plan development by submitting coalition meeting minutes and sign-in sheets and attach these documents to the Strategic Plan. viii. Submit a five-year Strategic Plan to the System Agency using the System Agency-approved form. d. Implementation - Step four of the SAF helps prevention professionals deliver evidence-based strategies/interventions. This step involves putting the strategic plan into action through a clear implementation plan that outlines the goals to accomplish, specific steps to achieve the goals, and persons/organizations responsible. It lays out expected timelines and external partners and identifies the organizational supports that are necessary for successful implementation. Implementation plans should also include ways to monitor progress and fidelity of the strategies being implemented, address preceding capacity-building steps, and factor in adaptations necessary to consider cultural diversity. Grantee will: i. Develop an Annual Implementation Plan that details current year coalition activities derived from the goals and objectives of the five-year Strategic Plan. ii. Ensure that coalition members participate in the completion of the Implementation Plan. iii. Document participation by providing coalition meeting minutes and sign-in sheets and attach these documents to the Implementation Plan. iv. Submit the Implementation Plan to the System Agency. 1) Community-Based Processes (Percentage of Effort = 35%) strengthen resources, such as community coalitions, to prevent substance use and misuse. Organizing, planning, and networking are included in this strategy to increase the community's ability to deliver effective prevention services. Community-based education and mobilization activities in this strategy include educating and mobilizing the community toward prevention efforts and provides the Grantee with opportunities to obtain meaningful Community Agreements (CAs), increase coalition membership, and create community awareness. A Community Agreement may include a Memorandum of Understanding (MOU), a Letter of Agreement (LOA), and/or a Memorandum of Agreement(MOA).CAs will represent diversified resources that may include, but are not limited to: mentoring, substance use and misuse prevention related data(e.g.Prevention Resource Centers),youth prevention program services, behavioral health services, counseling, school success, and other health and human needs. Grantee will: a. Collaborate with other System Agency-funded coalitions in order to strengthen and promote prevention activities. If another System System Agency Contract No.HHS000749200001 Page 8 of 37 DocuSign Envelope ID:BCFD99F3-C308-4956-922F40324CCD5024 Agency-funded coalition is not located within the Grantee's service area, Grantee will collaborate with a non-System Agency-funded coalition. b. Conduct and/or participate in Community-Based Education and Mobilization Activities. Such activities may include,but are not limited to,participation in community health fairs,parent-teacher nights,school board meetings, and other related community-based activities. c. Ensure that Grantee's Program Director and Coalition Coordinator participate on System Agency scheduled conference calls for project updates, training and technical assistance. d. Collaborate and share data with the System Agency-funded Statewide Epidemiological Outcomes Workgroup (SEOW), Statewide Evaluator, and System Agency-funded Prevention Resource Center (PRC) Regional Data Coordinator to ensure data collection efforts result in continuous quality. 2) Environmental and Social Policies (Percentage of Effort = 40%) are aimed at the settings and conditions in which people live, work, and socialize. These strategies work to change policies, social norms, and behaviors to reduce risk factors and increase protective factors. As these changes are carried out at the community level, they can have a sweeping impact. Grantee will: a. Implement environmental strategies and activities that target policy and social norm changes within the identified community/county(ies). b. Ensure that all environmental strategies and social policy activities implemented are directly related to the Grantee's Strategic Plan. c. Conduct the activities as stated above and document this strategy using the System Agency-approved template. 3) Information Dissemination (Percentage of Effort = 20%) increases knowledge and changes attitudes through communications. Information dissemination may be conducted in the form of Coalition Presentations or Media Awareness Activities. Coalition Presentations are conducted as standalone, age-appropriate activities that increase knowledge or create awareness. They are focused on changing policies and influencing social norms related to the State's four prevention priorities.Grantee will conduct the activities as stated above and document this strategy using the System Agency-approved form. Online access to all required forms will be provided by the System Agency. System Agency Contract No.HHS000749200001 Page 9 of 37 DocuSign Envelope ID:BCFD99F3-C30849W922F40324CCD5024 Media Awareness Activities are marketing campaigns that serve the target population. Grantee will: a. Follow guidelines described in the SAMHSA toolkit,Focus on Prevention-Strategies and Programs to Prevention Substance Use (haps::!store.samhsa.gov,) roduct:Focus-on-Prevention/sma10-4120). b. Coordinate and collaborate with the System Agency Prevention Media Campaign and other System Agency-funded grantees to develop and/or promote a consistent statewide message. c. Support the environmental strategies identified in the Grantee's Strategic Plan. d. Focus on one or more of the State's four prevention priorities, based on the community's emergent needs and related to the targeted environmental, policy, or social norm change. 4) Identification of Problems and Referral to Services (Percentage of Effort= 5%) includes determining when the needs of participants require additional education or intensive services and strategies outside the scope of the activities in this Contract and properly refer participants who present a need for individualized services outside the scope of prevention. e. Evaluation -The final step of the SPF involves systematic collection and analysis of information about program activities, characteristics, and outcomes to describe the challenges and successes of implemented strategies. Evaluation results are used to improve the effectiveness of a prevention program. Grantee will: i. In first fiscal term, submit an Evaluation Plan that will outline the activities to assess the impact of strategies implemented as outlined in the five-year Strategic Plan. ii. Ensure that coalition members participate in the completion of the Evaluation Plan. Document participation by providing coalition meeting minutes and sign-in sheets and attach these documents to the Evaluation Plan. iii. Submit the Evaluation Plan to the System Agency. iv. Submit subsequent fiscal terms Evaluation Report that utilizes the Evaluation Plan to evaluate the impact of strategies implemented in the previous year, as outlined in the five-year Strategic Plan. The outcomes of this report will be used to inform the Implementation Report. v. Ensure that coalition members participate in the completion of the Evaluation Report. Document participation by providing coalition meeting minutes and sign-in sheets and attach these documents to the Evaluation Report. vi. Submit a Quarterly Report that details progress of coalition activities. System Agency Contract No.HHS000749200001 Page 10 of 37 DocuSign Envelope ID;BCFD99F3-C308-4956-922F-40324CCD5024 f. Sustainability — is one of the two guiding principles throughout the SPF and is defined as the process of achieving and maintaining long-term results. i. Grantee will develop and implement at least three sustainability strategies that will help maintain the efforts and long-term results of the Coalition by the end of the solicitation period. The process and progress to develop and implement these strategies will be reported in the annual report every year. ii. Grantee will document plans for the sustainability of coalition efforts through the completion of the Sustainability section of the Strategic Plan. g. Cultural Competence — is one of the two guiding principles throughout the SPF and is defined as the ability to interact effectively with members of diverse population. Grantee will: i. Ensure that the CCA prevention staff members are culturally competent and understand the cultural characteristics of the target communities in their Region. ii. Have a formal policy to reflect the CCP coalition's cultural competency efforts; maintain current policies and procedures and make them available for System Agency review upon request. iii. Follow the National Standards for Culturally and Linguistically Appropriate Services in the Health and Health Care (The National CLAS Standards,2013) for the proposed target population and demonstrate good-faith efforts to reach out to underserved population.These include, but are not limited to people: 1) of color; 2) with low educational and/or socioeconomic status; 3) with limited English proficiency; 4) with disabilities; 5) of Native American Tribes; 6) from military and veteran status and their families; 7) who live in Colonias; and 8) who identify as lesbian, gay, bisexual, and transgender and queer(and/or questioning)(LGBTQ). iv. Document application of CLAS standards by completing CLAS section of Quarterly Reporting form. h. Collaboration on Tobacco Retail Education —Grantee will collaborate with the PRC on Tobacco Retail Education endeavors as needed to prevent tobacco use. B. POLICY/PROCEDURAL REQUIREMENTS Grantee will: System Agency Contract No.HHS000749200001 Page 11 of 37 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 1. Provide prevention services in a safe, clean, well-lit, and well-maintained environment. The site where activities will be held (including building, electrical, lighting, plumbing, sanitation, ventilation, and mechanical systems, appliances, equipment,and furniture)will be structurally sound,functional,and in good repair. The site's building and grounds will be clean and free of garbage and debris. 2. Post legible prohibitions against firearms, weapons, alcohol, illegal drugs, illegal activities, and violence in a prominent location, at program sites that do not have the existing prohibitions posted. 3. Post the hours and days of operation at all building entrances. Standard days of operation will reflect a forty(40)-hour workweek, Monday through Friday. 4. Post exit diagrams conspicuously throughout program sites (except in one-story buildings where all exits are clearly designated as such). 5. Develop and maintain current written policies and procedures for employees, contracted labor, and volunteers who work directly or indirectly with participants. The written policies and procedures will address participant safety and make available for review by the System Agency upon request. 6. Maintain all required documentation and make them available for review by the System Agency upon request. 7. In addition to CMBHS, Grantee is required to submit data, reports, performance measures, and any other requested information into data systems designated by the System Agency. 8. Submit any additional documents and information as requested by the System Agency staff for determining and assessing program technical assistance needs. 9. Ensure that all activities with participants are conducted in a respectful, non- threatening, non judgmental, and confidential manner. 10. Ensure Prevention Program Director conducts and documents quarterly fidelity and quality assurance checks of all required strategies listed in the Implementation Plan or Report. 11. Ensure that the Prevention Program Director and the Coalition Coordinator attend the System Agency's Annual Prevention Provider Meeting. System Agency Contract No.HHS000749200001 Page 12 of 37 DocuSign Envelope ID:BCFD99F3-C3084956-922F-40324CCD5024 12. Ensure that the Prevention Program Director and the Coalition Coordinator attend the System Agency's Annual Prevention Director's Meeting. 13. Ensure all activities conducted are directly related to the activities/strategies required in the contract. 14. Ensure that all staff providing CCP services receives a copy of this Statement of Work (SOW) and any renewed SOWS. C. CRIMINAL BACKGROUND VERIFICATION REQUIREMENTS Grantee will: 1. Not employ or allow a sub Grantee to use any individual who is on probation or parole to deliver prevention services to youth and/or their families. 2. Prior to employment, conduct criminal background checks and pre-employment drug testing of Grantee's potential employees and/or sub Grantees who will deliver prevention services or have direct contact with youth or their families. 3. Conduct annual criminal background checks for Grantee's current staff and/or sub Grantees who will deliver prevention services or have direct contact with youth and their families. 4. Conduct criminal background checks of interns or volunteers who will deliver prevention services or have direct contact with youth and/or their families. 5. Ensure that any individual who is on probation, parole and/or is the subject of an ongoing investigation by law enforcement is prohibited from working directly with youth and/or their families. 6. Develop and maintain current written policies and procedures addressing the requirements for criminal background checks as a condition for employment of potential employees, sub Grantees, interns, and/or volunteers who work directly with youth and their families. 7. Develop and maintain policies and procedures that require individuals (staff, sub Grantees, interns, and volunteers) to notify the Grantee of an arrest, conviction, investigation, or any other legal involvement. 8. Maintain documentation of each notification of arrest, conviction, investigation, or any other legal involvement and make available to the System Agency for review upon request. System Agency Contract No.HHS000749200001 Page 13 of 37 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 9. Maintain documentation of each criminal background check and all drug testing and make available to System Agency upon request. D. STAFFING AND STAFF COMPETENCY REQUIREMENTS Grantee will: 1. Within 30 days of the start date of this Contract, hire the number of prevention program staff specified in the Grantee's response to the solicitation document, as approved by the System Agency. This will include the following: a. A Prevention Program Director, dedicated at a minimum of 25%, will be responsible for ensuring that contractual requirements are fulfilled and provide oversight and coordination of prevention staff and services of the Contract. b. A Coalition Coordinator, dedicated at 100%, who will conduct prevention program services for the Contract. 2. Ensure that the Prevention Program Director, Coalition Coordinator, and any individual providing oversight or assisting in the coordination of programmatic services is a Certified Prevention Specialist(CPS), Advanced Certified Prevention Specialist (ACPS) or, at a minimum, an Associate Prevention Specialist (APS), working towards CPS certification at the time of hire for this position. Those who hold this position and possess an APS designation will obtain a CPS certification within 20 months of the initiation of this contract and 12 months of employment in this position thereafter. a. Requirements for the Certified Prevention Specialist (CPS) certification, Advanced Certified Prevention Specialist (ACPS) certification and the Associate Prevention Specialist(APS)designation may be obtained by visiting the Texas Certification Board of Addiction Professionals (TCBAP) website at www.tcbap.arg. 3. Ensure that each Prevention Specialist or any individual providing prevention services achieves, at a minimum, an APS designation within 20 months of employment in this program. Grantee will submit a copy of each Prevention Specialist's designation along with the Program Staffing Form, maintain a copy in their personnel file, and make it available for review by the System Agency upon request. 4. Submit a Program Staffing Form to the System Agency providing details of all direct prevention program staff for all Grantee's System Agency-funded prevention programs. a. Notify the System Agency within ten (10) business days of any prevention program staffing changes by updating and re-submitting the Program Staffing Form. System Agency Contract No.H14S000749200001 Page 14 of 37 DocuSign Envelope ID:BCFD99F3-C308-4958-922F-40324CCD5024 b. Submit all current CPS/ACPS certifications and APS designations with the Program Staffing Form as well as maintain copies and make them available for review by the System Agency upon request. c. Ensure all CPS/ACPS certifications and APS designations are current or renewed within 30 days of expiration and submit the renewals along with an updated Program Staffing Form. 5. Prevention Program Director and Coalition Coordinator for this Contract will complete the Coalition Competency Training within 60 days from the start of the Contract or within 60 days from the date of hire for the position,whichever is later. To ensure the most the most up-to-date information and to provide the most effective oversight, Prevention Program Director and Coalition Coordinator will receive Coalition Competency Training every three (3) years and maintain documentation of successful completion for System Agency review upon request. 6. Ensure that the Prevention Program Director and all Prevention Specialists complete the following required trainings as specified below: a. Coalition Competency Trainings—This required training will be completed through the System Agency-funded training entity prior to service delivery. i. Strategic Prevention Framework Overview; ii. Needs Assessment and Logic Models; iii. Capacity Building; iv. Sustainability Training; and v. Strategic Planning. b. 15-Hour Prevention Skills Training (PST) — This required training will be completed through the System Agency-funded training entity. All prevention program staff and directors will complete the 15-hour Prevention Skills Training (PST) within six (6) months from the date of hire. This is a one-time requirement for all prevention program staff and directors. This training includes a minimum of three (3) hours in each of the following prevention- specific areas: i. Cultural competency; ii. Risk and protective factors/bui[ding resiliency; iii. Child development and/or adolescent development, as appropriate; iv. Communication; and v. Prevention across the lifespan. c. Substance Abuse Prevention Skills Training (SAPST) —This is a required training for all prevention program staff with a minimum of 12 months experience delivering prevention services. Program Directors and any individual providing oversight of prevention services will have completed the SAPST training upon the date of hire for the supervisory position and provide System Agency Contract No.HHS000749200001 Page 15 of 37 DocuSign Envelope ID:BCFD99F3-C308-4956-922F40324CCD6024 documentation to the System Agency.This is a one-time required trainingto o be conducted through the System Agency-funded trainin entity. In addition, Grantee will: i. ensure that all Prevention Program staff, employed under this Contract, complete the SAPST training no later than 20 months after the date of hire of employment for this program. ii. maintain a copy of employees' SAPST certification in the employees' personnel file and make them available for review by the System Agency. d. Prevention Continuing Education — A minimum of 15 hours of continuing education units (CEUs), specifically related to prevention and/or job-related duties will be completed annually. Training will include subject matter that addresses the six (6)Prevention Domains: i. Planning and Evaluation; ii. Prevention Education and Service Delivery; iii. Communication; iv. Community Organization; v. Public Policy and Environmental Change;and vi. Professional Growth and Responsibility. In addition to the trainings listed above, training on Cultural Competence and Prevention-related Ethics, must be obtained annually and will be counted toward the 15 hours of continuing education units. Prevention Continuing Education hours may be obtained through the System Agency-funded training entity, the Annual Prevention Provider Meeting; the Annual Texas Behavioral Health Institute(TBHI);or other entities approved by the Texas Certification Board of Addiction Professionals (TCBAP). Information on TCBAP-approved continuing education providers may be found on the TCBAP website at www.tcbau.orix. All CEUs must be obtained prior to the end of each funded fiscal year and made available to System Agency for review. e. Cardiopulmonary Resuscitation (CPR) and First Aid Certifications - Grantee will ensure that all prevention staff complete and maintain current CPR and First Aid certifications within 60 days from the start date of this Program Attachment or 60 days from the date of hire for a CCP prevention position, whichever is later. f. Suicide Prevention Training - Grantee's prevention staff will be required to attend at least one suicide prevention training each year to build competence and encourage integration of mental health promotion strategies in their work. g. Mental Health First Aid Training-Grantee's prevention staff will be required to attend at least one Mental Health First Aid training to build competence and encourage integration of mental health promotion strategies in their work. This System Agency Contract No.HHS000749200001 Page 16 of 37 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 training must be coordinated through the System Agency-funded training entity. 7. Ensure that all volunteers and/or interns that assist prevention staff with any prevention activity/strategy, at a frequency of more than one (1) time per month, receive and complete the following trainings: a. Cardiopulmonary Resuscitation (CPR)and First Aid-Grantee will ensure that all volunteers/interns complete and maintain current CPR and First Aid certifications prior to the delivery of services. b. Prevention Skills Training for Volunteers/Interns — This is a one-time required training to be conducted through the System Agency-funded training entity. Documentation of the completion of this training will be maintained for System Agency review upon request and will be maintained for all volunteers/interns providing on-going assistance in prevention activities. 8. Ensure that all volunteers/interns, conducting activities with youth or adults, are supervised and chaperoned in-person by an agency or prevention staff member. E. GUIDANCE ON ALLOWABLE PURCHASES 1. Food or snacks, may not be purchased by CCP's for participants in a prevention activity. Food or snacks may be donated from outside stakeholders/businesses but is not considered as match unless considered an allowable purchase. 2. T-shirts with a "no use" message may be purchased for participants as a way to educate or create awareness of the harmful effects of alcohol, tobacco, and other drugs. 3. Promote prevention messages through radio or television public service announcements(PSAs),media interviews,billboards,bus boards,editorials,and/or digital media including social media if permitted by Grantee's organization policies specific to the System Agency's prevention priorities or CCP related data.Expenses are limited to lo%of the Grantee's budget annually. F. SUBMISSION SCHEDULE AND REPORTING REQUIREMENTS Grantee will: 1. Submit all documents identified below by the due dates specified by the System Agency. Grantee will submit documents to the designated substance abuse mailbox (SA Prevention(a2dshs.texas.gov) and contracts (SubstanceAbuse.Contracts0hhw.state.tx.us), unless otherwise noted. System Agency Contract No.HHS000749200001 Page 17 of 37 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 2. In addition to CMBHS, Grantee is required to submit data, reports, performance measures, and any other requested information into data systems designated by the System Agency. 3. Grantee's duty to submit required documents will survive the termination or expiration of this Contract. Deadlines for Fiscal Funding Year FY20 Only Report Name Due Date* Program Staffing Form Within 30 days of the start date of this Contract Within 10 business days of a revision. Copy of CPS,APS, or Within 20 months of the start date of this Contract ACPS certifications for the Prevention Program Director, Coalition Coordinator, any supervisory employees and any other employees having a current certification/desijznation CMBHS Security March 15, 2020 Attestation Form and Listing of Authorized Users Year 1 CNA April 30,2020 Logic Model and May 31, 2020 Related Coalition Meeting Minutes and Documentation Five-Year Strategic June 30, 2020 Plan and Related Coalition Meeting Minutes and Documentation Initial Evaluation Plan July 31, 2020 and Related Coalition Meeting Minutes and Documentation Performance Measures 15"of each month following the start of the contract and the month being reported. Submit into the CMBHS and other reporting system identified by S stem Agency. Initial Annual July 31,2020 Implementation Plan System Agency Contract No.14HS000749200001 Page 18 of 37 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 Quarterly Reports After start of the contract report on the 15th day of the month following the end of each quarter of the fiscal term. Financial Status Reports After start of the contract report on the last day of the (FSRs) month following the end of each quarter of the fiscal term *Final FSR is due 45 days after the end of the fiscal term. Closeout Documents— 45 days after the end of this fiscal term. Annual Report Deadlines for Fiscal Funding Period FY21 —FY 24 Report Name Due Date* Program Staffing Form September 30 Within 10 business days of a revision. Copy of CPS, AAS, or Within 20 months of the start date of this Contract ACPS certifications for Deadline once beyond the 20-month deadline is the Prevention Program September 30 (annually), and within 10 days of any Director, Coalition new certification or renewal. Coordinator, any supervisory employees and any other employees having a current certification/designation CMBHS Security September 15 & March 15 Attestation Form and Listing of Authorized Users Year 5 CNA September 15, 2024 Subsequent Evaluation October 15`" in year 2 through 5 Plan and Related Documentation Final Five-Year September 15 Evaluation Report Performance Measures 15`h of each month following the month being reported. Submit into the CMBHS reporting system and other reporting system identified by System Agency. Subsequent AnnualOctober 30" in years 2 through 5 Implementation Plan and Related Coalition Meeting Minutes and Documentation System Agency Contract No.HHS000749200001 Page 19 of 37 DocuSign Envelope ID:BCFD99F3-0308.4956-922F-40324CCD5024 Quarterly Reports 15th day of the month following the end of each quarter of the fiscal term Financial Status Reports Last day of the month following the end of each (FSRs) quarter of the fiscal term *Final FSR is due 45 days after the end of the fiscal term. Closeout Documents— 45 days after the end of this fiscal term. Annual Report *If the Due Date is on a weekend or holiday,the Due Date is the next business day. 4. In regions 8, 9, 10, and 11, document the number of participants receiving services who are residents of a Colonia(an unincorporated community within 62 miles of the international border), which will be reported along with the monthly performance measures submitted into the Clinical Management for Behavioral Health Services(CMBHS) system and other reporting system identified by System Agency. 5. Provide per request of the System Agency information that supports performance measures, required reports, information or data related to the scope of work of the Grantee solicitation document approved by the System Agency. G. BUDGET REQUIREMENT FOR MEDIA AWARENESS ACTIVITIES 1. Expenses are limited to 10% of the total CCP budget which shall be spent on media awareness activities that include both local regional media campaigns and support for the Statewide Media Campaign. Providers must dedicate a portion of the media budget to support the Statewide Media Campaign up to a maximum of 50%of the amount budgeted for media expenditures. 2. Media expenditures for the Statewide Media Campaign may include paid radio and television spots and paid boosting for social media content. 3. Expenses on traditional paid media platforms include print media, radio, television, billboards, and other posted signage or paid advertising space. 4. Expenditures on social media: a. Approved platforms for paid social media boosting or ads include Facebook, YouTube, and Twitter b. Paid media boosting or ads on social media platforms or apps other than Facebook, YouTube, or Twitter will require prior approval from System Agency. c. Influencers — these should be used directly in conjunction with a defined media campaign. Use of paid social media influencers as part of any media campaign must be approved by HHSC prior to implementation. 5. Funds may not be used to create agency logos or other forms of agency System Agency Contract No.HHS000749200001 Page 20 of 37 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 branding. System Agency Contract No.HHS000749200001 Page 2 t of 37 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 ATTACHMENT A-1 STATEMENT OF WORK SUPPLEMENTAL A. CONTRACT INFORMATION Vendor ID: 1756000590-034 Grantee Name: City of Lubbock Contract Number: HHS000749200001 Contract Type Prevention Payment Method: Cost Reimbursement DUNS Number: 058213893 Federal Award Identification B08TIO10051-18 Number(FAIN) Solicitation Document: Exempt Govenment B. SERVICE AREA: Services or activities will be provided to participants and/or clients from the following counties: Region (#I): Lubbock and Hockley C. POPULATION SERVED: 1. The primary population is adolescents(ages 12-17) and young adults(ages 18-25) within the approved service area. 2. The secondary population is the general population across the lifespan within the approved service area. System Agency Contract No.HHS000749200001 Page 22 of 37 DocuSign Envelope ID:BCFD99F3-C3084956-922F-40324CCD5024 D. RENEWALS: No renewal options available for this Contract. E. CONTACT INFORMATION Name: Carol Marshall Email: Carol.Marsha113 hhsc.state.tx.us Telephone: 512 206-5064 Address: 909 W 45i1 Street, Bldg. 552 MC 2058 City/Zip., Austin TX 78751 F. PERFORMANCE MEASURES 1. Grantee will report the performance measures monthly through CMBHS and other reporting system identified by System Agency by the 15t1 of the following month for the previous month's activities. 2. Grantee's performance will be measured in part on the achievement of the key performance measures stated below. 3. The quarterly performance measures are set at the minimum required standard, and subject to change by System Agency. Community Coalition Partnerships(CCP) Sept- Dec- Mar- Jun- TOTAL (For FY20 Only) Nov Feb May Aug Number of media awareness activities focused on the State's four prevention priorities, and the 0 0 1 0 1 statewide media campaign Number of social media messages focused on the State's four prevention priorities, and the 0 0 36 37 73 statewide media campaign Number of media contacts focused on the State's 0 0 30 30 60 four prevention priorities Number of youth attending community-based 0 0 240 240 480 education and mobilization activities Number of adults attending community-based 0 0 634 326 960 and mobilization activities. Number of environmental strategies implemented to change policies and influence 0 0 1 2 3 social norms related to the State's four prevention priorities. Number of Coalition presentations focused on changing policies and influencing social norms 0 0 120 120 240 related to the State's four prevention priorities. Number of youth attending Coalition 0 0 480 480 960 presentations focused on changing olicies and System Agency Contract No.HHS000749200001 Page 23 of 37 DocuSign Envelope ID:BCFD99F3-C308-4958-922F-40324CCD5024 influencing social norms related to the State's four prevention priorities. Number of adults attending Coalition presentations focused on changing policies and 0 0 900 900 1800 influencing social norms related to the State's four prevention priorities. Community Coalition Partnerships(CCP) Sept- Dec- Mar- Jun- TOTAL (For FY21 —FY24) Nov Feb May Aug Number of media awareness activities focused on the State's four prevention priorities, and 1 1 1 0 3 the statewide media campaign Number of social media messages focused on the State's four prevention priorities, and the 36 36 36 37 145 statewide media campaign Number of media contacts focused on the 30 30 30 30 120 State's four prevention priorities Number of youth attending community-based 240 240 240 240 960 education and mobilization activities Number of adults attending community-based 480 480 634 326 1920 and mobilization activities. Number of environmental strategies implemented to change policies and influence 1 1 1 2 5 social norms related to the State's four prevention priorities. Number of Coalition presentations focused on changing policies and influencing social norms 120 120 120 120 480 related to the State's four prevention priorities. Number of youth attending Coalition presentations focused on changing policies and 480 480 480 480 1920 influencing social norms related to the State's four prevention priorities. Number of adults attending Coalition presentations focused on changing policies and 900 900 900 900 3600 influencing social norms related to the State's four prevention priorities. G. PERFORMANCE MEASURES DEFINITIONS AND GUIDANCE 1. Number of media awareness activities focused on the State's four prevention priorities, and the statewide media campaign. System Agency Contract No.HHS000749200001 Page 24 of 37 DocuSign Envelope ID.BCFD99F3-C3084956-922F-40324CCD5024 Media Awareness Activities are marketing campaigns that serve the target population. This measure is designed to capture the number of campaigns used to deliver prevention- related messages. Content, including graphics and texts, provided through the statewide media campaign must not be altered or used in another form without prior System- Agency review and written approval. Guidance: Report the number of messages or campaigns delivered via media. Each message or campaign may only be counted once. For example, if the same public service announcement is aired twenty times by the same station, it may only be counted as one media awareness activity. Re ort only the activities that have been aired broadcasted or 12ublished. Examples of Media Awareness Activities include but are not limited to: a. Television Interviews; b. Media campaigns; c. Public Service Announcements(PSAs); d. Billboards; e. Bus boards; f. Printed news articles; g. Printed editorials; and h. Aired or printed press releases. 2. Number of social media messages focused on the State's four prevention priorities, and the statewide media campaign. Social Media Messages are a type of Media Awareness Activity conducted through social media sites such as b'acebook and Instagram. Guidance: Report the number of messages delivered through social media. Each message may only be counted once. All messages counted toward this measure must focus on the state's four prevention priorities or consist of content provided through the statewide media campaign.Content, including graphics and texts, provided through the statewide media campaign must not be altered or used in any other form without prior System-Agency review and written approval. System Agency Contract No.HHS000749200001 Page 25 of 37 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 3. Number of media contacts focused on the State's four prevention priorities This measure is designed to capture the number of successful media contacts the Grantee has made to various media sources (print and broadcast media) to deliver prevention- related messages. Although many media messages designed by the Grantee may be rejected by media sources, it is important to demonstrate that these contacts were made. Guidance: Report the number of newspapers,radio stations,or television stations contacted to air, broadcast, or print a message to create awareness among the public about issues regarding substance related issues, trends specifically focused on the State's four prevention priorities and the statewide media campaign. Contacts are counted whether the contact resulted in an aired or published media message or not. The Grantee must document the type of contact along with a copy of the message,article, or story submitted for broadcast or publication. Examples of media contacts include but are not limited to: a. The number of radio stations contacted to air or broadcast a message; b. The number of television stations contacted to air or broadcast a message or story; and c. The number of newspapers contacted to print an article, editorial, story, etc. How to determine the number of contacts to report(examples): a. If the Grantee prepares and submits two public service announcements(PSAs)to six radio stations and three television stations to air, Grantee would count eighteen contacts. b. If the Grantee prepares and submits an editorial or print article to three different newspapers, Grantee would count three media contacts. 4. Number of youth attending community-based education and mobilization activities. Community-Based Education and Mobilization Activities educate and/or mobilize community stakeholders and enhance prevention efforts. Guidance: Report the number of youth attending Community-Based Education and Mobilization Activities. Such activities may include, but are not limited to participation in: a. Community health fairs; b. Parent-teacher nights; System Agency Contract No.HHS000749200001 Page 26 of 37 DocuSign Envelope ID:BCF099r3-0308-4956-922F-40324CCD5024 c. School board meetings; and d. Other related community-based activities to enhance community connectedness andlor educate the community on prevention services. 5. Number of adults attending community-based and mobilization activities. Community-Based Education and Mobilization Activities educate and/or mobilize community stakeholders and enhance prevention efforts. Guidance: Report the number of adults attending Community-Based Education and Mobilization Activities Such activities may include, but are not limited to participation in: a. Community health fairs; b. Parent-teacher nights; c. School board meetings; and d. Other related community-based activities to enhance community connectedness and/or educate the community on prevention services. 6. Number of environmental strategies implemented to change policies and influence social norms related to the State's four prevention priorities. This strategy is aimed at the settings and conditions in which people live, work, and socialize, and calls for change in policies to reduce risk factors and increase protective factors.As these changes are carried out at the community level they can have a sweeping impact. Guidance: Report Ilse number of strategies implemented to change policies and influence social norms related to the State's four prevention priorities. Environmental strategies must be evidence-based, promising, or innovative practices. 7. Number of Coalition presentations focused on changing policies and influencing social norms related to the State's four prevention priorities. Coalition Presentations are conducted as standalone, age-appropriate activities that increases knowledge or creates awareness. They are focused on changing policies and influencing social norms related to the state's four prevention priorities. Guidance: System Agency Contract No.HHS000749200001 Page 27 of 37 DocuSign Envelope ID:BCFD99F3-C3084958-922F-40324CCD5024 Report the number of Coalition Presentations focused on changing policies and influencing social norms related to the State's four prevention priorities Coalition Presentations must take place over at least 30 minutes with the same audience. 8. Number of youth attending Coalition presentations focused on changing policies and influencing social norms related to the State's four prevention priorities. Coalition Presentations are conducted as standalone, age-appropriate activities that increases knowledge or creates awareness. They are focused on changing policies and influencing social norms related to the state's four prevention priorities. Guidance: Report the number of youth attending Coalition Presentations focused on changing policies and influencing social norms related to the State's four prevention priorities Coalition Presentations must take place over at least 30 minutes with the same audience. 9. Number of adults attending Coalition presentations focused on changing policies and influencing social norms related to the State's four prevention priorities. Coalition Presentations are conducted as standalone, age-appropriate activities that increases knowledge or creates awareness. They are focused on changing policies and influencing social norms related to the state's four prevention priorities. Guidance: Report the number of adults attending Coalition Presentations focused on changing policies and influencing social norms related to the State's four prevention priorities Coalition Presentations must take place over at least 30 minutes with the same audience. Be sure to document attendance of both Young Adults (ages 18-25) and Adults (age 26 and over). System Agency Contract No.HHS000749200001 Page 28 of 37 DocuSign Envelope ID.13CFD99F3-0308-4958-922F-40324CCD5024 ATTACHMENT A-2 SUBSTANCE ABUSE PREVENTION AND TREATMENT(SAPT) BLOCK GRANT CONTRACT SUPPLEMENT The following are important details regarding federal award requirements for Grantees funded with SAPT Block Grant funds: 1. The Catalog of Domestic Federal Assistance(CFDA) number for the SAPT Block Grant is 93.959. 2. The award period covers the term identified in the Contract. As a subrecipient of the SAPT Block Grant,the Grantee must adhere to each of the applicable requirements below: 45 CFR§96.127REQUIREMENTSREGARDING TUBERCULOSIS(TB) 1. The Grantee must, directly or through arrangements with other public or nonprofit private entities, routinely make available the following TB services to each individual receiving treatment for substance abuse: a. Counseling the individual with respect to TB; b. Testing to determine whether the individual has been infected with mycobacteria TB to determine the appropriate form of treatment for the individual;and c. Appropriate medical evaluation and treatment for individuals infected by mycobacteria TB. 2. For clients denied admission on the basis of lack of capacity, the Grantee must refer such clients to other providers of TB services. 3. The Grantee must have infection control procedures that are consistent with those established by Texas Department of State Health Services, Infectious Disease Control Unit, to prevent the transmission of TB and that address the following: a. Screening and identifying those individuals who are at high risk of becoming infected; b. Meeting all State reporting requirements while adhering to Federal and State confidentiality requirements, including 42 CFR part 2; and c. Case management activities to ensure that individuals receive such services. 4. The Grantee must report all individuals with active TB to the Texas Department of State Health Services, Infectious Disease Control Unit, as required by State law and in accordance with Federal and State confidentiality requirements, including 42 CFR part 2. System Agency Contract No.HHS000749200001 Page 29 of 37 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 CFR§96.131 TREATMENT SERVICES FOR PREGNANT WOMEN 1. The Grantee must give preference in admission to pregnant women who seek or are referred for and would benefit from Block Grant-funded treatment services. 2. If the Grantee serves an injecting drug-abusing population, the Grantee must give preference to treatment as follows: a. Pregnant injecting drug users; b. Other pregnant substance abusers; c. Other injecting drug users; and d. All others. 3. The Grantee must refer pregnant women to the State when the Grantee has insufficient capacity to provide services to any such pregnant women who seek the services of the program. 4. The Grantee must make interim services available within 48 hours to pregnant women who cannot be admitted because of lack of capacity. 5. The Grantee must offer interim services, when appropriate, that include, at a minimum', the following: a. Counseling and education about HIV and TB, the risks of needle-sharing, the risks of transmission to sexual partners and infants, and steps that can be taken to ensure that HIV and TB transmission does not occur; b. Referral for HIV or TB treatment services, if necessary; c. Counseling pregnant women on the effects of alcohol and other drug use on the fetus; and d. Refer pregnant women for prenatal care 45 CFR§96.132 ADDITIONAL REQUIREMENTS 1. The Grantee must make continuing education in substance abuse treatment and prevention available to employees who provide the services. 2. The Grantee must have in effect a system to protect patient records from inappropriate disclosure, and the system must: a. Comply with all applicable State and Federal laws and regulations, including 42 CFR part 2. 'Interim services may also include federally approved interim methadone maintenance. System Agency Contract No.HHS000749200001 Page 30 of 37 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 Include provisions for employee education on confidentiality requirements and the fact that disciplinary action may occur upon inappropriate disclosure 45 CFR§96.135 RESTRICTIONS ON THE EXPENDITURE OF THE GRANT 1. The Grantee cannot expend SAPT Block Grant funds to provide inpatient hospital substance abuse services, except in cases when each of the following conditions is met: a. The individual cannot be effectively treated in a community-based, nonhospital, residential treatment program; b. The daily rate of payment provided to the hospital for providing the services does not exceed the comparable daily rate provided by a community-based,nonhospital, residential treatment program; c. A physician makes a determination that the following conditions have been met: i. The primary diagnosis of the individual is substance abuse, and the physician certifies that fact; ii. The individual cannot be safely treated in a community-based, nonhospital, residential treatment program; iii. The service can reasonably be expected to improve the person's condition or level of functioning; and iv. The hospital-based substance abuse Contractor follows national standards of substance abuse professional practice. d. The service is provided only to the extent that it is medically necessary(e.g., only for those days that the patient cannot be safely treated in a residential, community- based program) 2. Further, the Grantee cannot expend SAPT Block Grant funds to: a. Purchase or improve land; purchase, construct, or permanently improve(other than minor remodeling)any building or other facility; or purchase major medical equipment; b. Satisfy any requirement for the expenditure of non-Federal funds as a condition for the receipt of Federal funds; c. Provide financial assistance to any entity other than a public or nonprofit private entity; d. Make payments to intended recipients of health services; e. Provide individuals with hypodermic needles or syringes; and f. Provide treatment services in penal or correctional institutions of the State. 45 CFR§96.137 PAYMENT ScHED ULE The Grantee must ensure that SAPT Block Grant funds for special services for pregnant women and women with dependent children,TB services, and HIV early intervention services System Agency Contract No.HHS000749200001 Page 31 of 37 DocuSign Envelope ID:BCF099F3-C348-4956-922F-40324CCD5024 are the "payment of last resort," and the Grantee must make every reasonable effort to do the following to pay for these services: 1. Collect reimbursement for the costs of providing such services to persons entitled to insurance benefits under the Social Security Act, including programs under Title XVIII and Title XIX, any State compensation program, any other public assistance program for medical expenses, any grant program, any private health insurance, or any other benefit program. 2. Secure from individuals or client's payments for services in accordance with their ability to pay. Audit The Grantee shall adhere to the following requirements: I. If the Contractor expends$500,000 or more in Federal financial assistance during the program's fiscal year, an independent financial and compliance audit must be completed by a Certified Public Accounting firm in accordance with Office of Management and Budget(OMB) Circular A-133.The Contractor must submit two copies of the audit report to the State's Health and Human Services Commission Contract Oversight and Support, and the Office of Inspector General within thirty(30) calendar days of receipt of the audit reports required by the Independent Single or Program-Specific Audit section of the State's General Provisions or Universal Terms and Conditions. 2. The Grantee must also submit a data collection form and reporting package to the Federal Audit Clearinghouse. 3. The Grantee may access the Transactions List report in the Clinical Management for Behavioral Health Services (CMBHS) system to identify the amount of Federal Financial Assistance included in this award by each transaction. 4. If the A-133 audit report includes findings or questioned costs,the Grantee may be required to develop and implement a corrective action plan that addresses the audit findings and recommendations contained therein. The Grantee must submit the corrective action plan to the State's Health and Human Services Commission, Office of Inspector General (OIG) by the designated due date identified in the OIG Agency Findings Letter. 5. The Grantee must retain records to support expenditures and make those records available for review or audit by appropriate officials of SAMHSA,the awarding agency, the General Accountability Office and/or their representatives. Salary Limitation The Grantee cannot use the SAPT Block Grant to pay salaries in excess of Level I of the Federal Senior Executive pay scale. System Agency Contract No.HHS000749200001 Page 32 of 37 DocuSign Envelope ID:BCFD99F3-C348-4956-922F-40324CCD5024 Charitable Choice 1. If the Grantee is an SAPT Block Grant-funded Grantee that is part of a faith-based organization, the Grantee may: a. Retain the authority over its internal governance; b. Retain religious terms in its name; c. Select board members on a religious basis; d. Include religious references in the mission statements and other governing documents; and e. Use space in its facilities to offer Block Grant-funded activities without removing religious art, icons, scriptures, or other symbols. 2. If the Grantee is part of a faith-based organization, the Grantee cannot use SAPT Block Grant funds for inherently religious activities such as the following: a. Worship; b. Religious instruction; and c. Proselytization. 3. The Grantee may only engage in religious activities listed under 2. above if both of the following conditions are met: a. The activities are offered separately, in time or location, from Block Grant-funded activities; and b. Participation in the activities is voluntary. 4. In delivering services, including outreach activities, SAPT Block Grant-funded religious organizations cannot discriminate against current or prospective program participants based upon: a. Religion; b. Religious belief; c. Refusal to hold a religious belief; and d. Refusal to actively participate in a religious practice 5. If an otherwise eligible client objects to the religious character of the Grantee, the Grantee shall refer the client to an alternative provider within a reasonable period of time of the objection. 6. If the Grantee is a religious organization, the Grantee must: a. Use generally accepted auditing and accounting principles to account for SAPT Block Grant funds similar to other nongovernmental organizations; b. Segregate Federal funds from non-Federal funds; c. Subject Federal funds to audits by the government; and System Agency Contract No.HHS000749200001 Page 33 of 37 DocuSign Envelope ID:BCFD99F3-0308-495ti-922F-40324CCD5024 d. Apply Charitable Choice requirements to commingled funds when State/local funds are commingled with Block Grant funds. 45 CFR§96.126 CAPACITY OF TREATMENT FOR INTRAVENOUS SUBSTANCE ABUSERS If the Grantee treats injecting drug users, the Grantee must: 1. Within seven (7)days, notify the State whenever the Grantee has reached 90 percent of its treatment capacity. 2. Admit each individual who requests and is in need of treatment for intravenous drug abuse: a. No later than fourteen (14)days after making the request, or b. Within 120 days of the request if the Grantee has no capacity to admit the individual, the Grantee makes interim services available within 48 hours, and the Grantee offers the interim services until the individual is admitted into a substance abuse treatment program. 3. Offer interim services,when appropriate, that include,at a minimum,two (2) of the following: a. Counseling and education about HIV and tuberculosis (TB), the risks of needle- sharing, the risks of transmission to sexual partners and infants, and steps that can be taken to ensure that HIV and TB transmission do not occur; b. Referral for HIV or TB treatment services, if necessary; and c. Counseling pregnant women on the effects of alcohol and other drug use on the fetus and referrals for prenatal care for pregnant women. 4. Maintain a waiting list that includes a unique individual identifier for each injecting drug abuser seeking treatment, including individuals receiving interim services while awaiting admission. 5. Maintain a mechanism that enables the program to: a. Maintain contact with individuals awaiting admission; and b. Consult with the State's capacity management system to ensure that waiting list clients are admitted or transferred to an appropriate treatment program within a reasonable geographic area at the earliest possible time x Interim services may also include federally approved interim methadone maintenance. system Agency Contract No.HHS000749200001 Page 34 of 37 DocuSign Envelope ID:BCFD99F3-0308-4956-922F40324CCD5024 ATTACHMENT B BUDGET A. Funding is from the United States Health and Humans Services (HHS) and the Substance Abuse and Mental Health Services Administration (SAMSHA), which requires compliance to 45CFR Part 96, Subpart C, as applicable: https://ecfr.io/Title- 45/pt45.1.96#sp45.1.96.c. B. Grantee shall comply with the requirements applicable in the Uniform Administrative Requirements,Cost Principles,and Audit Requirements for Federal Awards,2 CFR 200, and the Uniform Grant Management Standards(UGMS) Standards. C. Grantee shall review and comply with the System Agency's Grants Technical Assistance guide,which provides guidance on financial administration in order to clarify applicable laws, rules and regulations. The Guide is located at the following: littps://hhs.texas.gov/doiiig-bLisiiiess-hhs/izratits. D. Grantee may access the Transactions List report in CMBHS to identify the amount of federal funds allocated to this award for each transaction. E. The Catalog of Federal Domestic Assistance (CFDA) number for the Substance Abuse Prevention and Treatment (SAPT) Block Grant is 93.959. The CFDA number is identified in the CMBHS Transactions List report. F. The Substance Abuse Prevention Treatment Block Grant, CFDA number 93.959 requires a five percent match requirement. G. Invoice and Payment 1. Submit all monthly invoices to the System Agency through CMBHS. Grantee shall ensure the supportive documents for the expenditures are emailed to the assigned contract manager and copied to the Substance Use Disorder Contracts Mailbox: StibstanceAbLISC.Contracts(a.hhsc.state.tx.us. 2. Be paid on a monthly basis and in accordance with services performed under this Contract. H. Any unexpended balance associated with any other System Agency-funded contract may not be applied to this Contract. 1. Funding 1. System Agency Share total reimbursements will not exceed $1,250,000.00 for the period from March 15, 2020 through August 31 2024 as follows: a. Fiscal Year 2020, March 15, 2020 through August 31, 2020 - $250,000.00 b. Fiscal Year 2021, September 1, 2020 through August 31,2021 -$250,000.00 System Agency Contract No.HHS000749200001 Page 35 of 37 Docu&gn Envelope ID:BCFD99F3-C308-4958-922F-40324CCD5024 c. Fiscal Year 2022, September 1, 2021 through August 31, 2022 -$250,000.00 d. Fiscal Year 2023, September 1, 2022 through August 31, 2023 -$250,000.00 e. Fiscal Year 2024, September 1, 2023 through August 31, 2024 -$250,000.00 2. For each Fiscal Year noted in Section I, (1) (a-e), Grantee shall provide a (6%) calculated match requirement of$15,660.00. 3. Total Contract Amounts, per fiscal year, is documented below: a. Fiscal Year 2020, March 15,2020 through August 31, 2020 - $265,660.00 b. Fiscal Year 2021, September 1, 2020 through August 31,2021 - $265,660.00 c. Fiscal Year 2022, September 1, 2021 through August 31,2022 -$265,660.00 d. Fiscal Year 2023, September 1,2022 through August 31, 2023 -$265,660.00 e. Fiscal Year 2024, September 1,2023 through August 31, 2024 - $265,660.00 J.Cost Reimbursement Budget 1. The Cost Reimbursement budget documents all approved and allowable expenditures; Grantee shall only utilize the funding detailed in Attachment B for approved and allowable costs. If Grantee requests to utilize funds for an expense not documented on the approved budget, Grantee shall notify, in writing, the System Agency assigned contract manager and request approval prior to utilizing the funds. System Agency shall provide written notification regarding if the requested expense is approved. 2. If needed, Grantee may revise the System Agency approved Cost Reimbursement budget. The requirements are as follows: a. Grantee is allowed to transfer funds from the budgeted direct categories only; with the exception of the Equipment Category. Grantee may transfer up to ten (10)percent of the Fiscal Year Contract value without System Agency approval. Budget revisions exceeding the ten percent requirement require System Agency's written approval. b. Grantee may request revisions to the approved Cost Reimbursement budgeted direct categories that exceed the ten (10) percent requirement stated in (J)(2)(a), by submitting a written request to the assigned contract manager. This change is considered a minor administrative change and does not require an amendment. The System Agency shall provide written notification if the budget revision is approved; and the assigned Contract Manager will update CMBHS, as needed. c. Grantee may revise the Cost Reimbursement budget `Equipment' and/or `Indirect Cost' Categories, however a formal Amendment is required. Grantee shall submit to the assigned contract manager a written request to revise the budget, which includes a justification for the revisions. The assigned Contract System Agency Contract No.HHS000749200001 Page 36 of 37 DocuSign Envelope ID:BCFD99F3-C3084956-922F40324CCD5024 Manager shall provide written notification stating if the requested revision is approved. If the revision is approved, the budget revision is not authorized, and funds cannot be utilized until the Amendment is executed and signed by both parties. 3. The budgeted indirect cost amount is provisional and subject to change.The System Agency reserves the right to negotiate Grantee's indirect cost amount, which may require Grantee to provide additional supporting documentation to the assigned contract manager. K. Categorical Budget 1. The approved Categorical budget, per fiscal year is below: PERSONNEL $87,947.00 FRINGE BENEFITS $42,214.00 TRAVEL $18,496.00 SUPPLIES $19,783.00 CONTRACTUAL $46,800.00 EQUIPMENT $.00 OTHER $50,419.00 TOTAL DIRECT CHARGES $265,660.00 INDIRECT CHARGES $.00 TOTAL CONTRACT $265,660.00 VALUE MATCH $15,660.00 SYSTEM AGENCY SHARE $250,000.00 System Agency Contract No.HHS000749200001 Page 37 of 37 DocuSign Envelope ID:BCFD99F3-0308-4956-922F-40324CCD5024 CONTRACT AFFIRMATIONS By entering into this Contract,Contractor affirms,without exception,as follows: 1. Contractor represents and warrants that these Contract Affirmations apply to Contractor and all of Contractor's principals,officers,directors,shareholders,partners,owners, agents,employees,subcontractors,independent contractors,and any other representatives who may provide services under,who have a financial interest in,or otherwise are interested in this Contract and any related Solicitation. 2. Contractor represents and warrants that all statements and information provided to HHSC are current,complete,and accurate.This includes all statements and information in this Contract and any related Solicitation Response. 3. Contractor understands that HHSC will comply with the Texas Public Information Act (Chapter 552 of the Texas Government Code)as interpreted by judicial rulings and opinions of the Attorney General of the State of Texas.Information,documentation,and other material prepared and submitted in connection with this Contract or any related Solicitation may be subject to public disclosure pursuant to the Texas Public Information Act.In accordance with Section 2252.907 of the Texas Government Code,Contractor is required to make any information created or exchanged with the State pursuant to the Contract,and not otherwise excepted from disclosure under the Texas Public Information Act,available in a formal that is accessible by the public at no additional charge to the State. 4. Contractor accepts the Solicitation terms and conditions unless specifically noted by exceptions advanced in the form and manner directed in the Solicitation,if any,under which this Contract was awarded.Contractor agrees that all exceptions to the Solicitation, if any,are rejected unless expressly accepted by HHSC in writing. 5. Contractor agrees that HHSC has the right to use,produce,and distribute copies of and to disclose to HHSC employees,agents,and contractors and other governmental entities all or part of this Contract or any related Solicitation Response as HHSC deems necessary to complete the procurement process or comply with stale or federal laws. 6. Contractor generally releases from liability and waives all claims against any party providing information about the Contractor at the request of HHSC. 7. Contractor has not given,has not offered to give,and does not intend to give at any time hereafter any economic opportunity,future employment,gift,loan,gratuity,special discount,trip,favor,or service to a public servant in connection with this Contract or any related Solicitation,or related Solicitation Response. 8. Under Section 2155.004,Texas Government Code(relating to financial participation in preparing solicitations),Contractor certifies that the individual or business entity named in this Contract and any related Solicitation Response is not ineligible to receive this v.1.4 July 2019 Page l of 6 DocuSign Envelope ID:BCF099F3-C308-4966-922F-40324CCD5024 Contract and acknowledges that this Contract may be terminated and payment withheld if this certification is inaccurate. 9. Under Sections 2155.006 and 2261.053 of the Texas Government Code(relating to convictions and penalties regarding Hurricane Rita,Hurricane Katrina,and other disasters),the Contractor certifies that the individual or business entity named in this Contract and any related Solicitation Response is not ineligible to receive this Contract and acknowledges that this Contract may be terminated and payment withheld if this certification is inaccurate. 10. Under Section 231.006(d)of the Texas Family Code regarding child support,Contractor certifies that the individual or business entity named in this Contract and any related Solicitation Response is not ineligible to receive the specified payment and acknowledges that the Contract may be terminated and payment may be withheld if this certification is inaccurate. 11. Contractor certifies that it and its principals are not suspended or debarred from doing business with the state or federal government as listed on the State of Texas Debarred Vendor List maintained by the Texas Comptroller of Public Accounts and the System for Award Management(SAAB maintained by the General Services Administration.This certification is made pursuant to the regulations implementing Executive Order 12549 and Executive Order 12689,Debarment and Suspension,2 C.F.R.Part 376,and any relevant regulations promulgated by the Department or Agency funding this project.This provision shall be included in its entirety in Contractor's subcontracts,if any,if payment in whole or in part is from federal funds. 12. Contractor certifies that it is not listed on the federal government's terrorism watch list as described in Executive Order 13224. 13. Contractor represents and warrants that it is not engaged in business with Iran,Sudan,or a foreign terrorist organization,as prohibited by Section 2252.152 of the Texas Government Code. 14. In accordance with Section 669.003 of the Texas Government Code,relating to contracting with the executive head of a state agency,Contractor certifies that it is not(1) the executive head of an HHS agency,(2)a person who at anytime during the four years before the date of this Contract was the executive head of an HHS agency,or(3)a person who employs a current or former executive head of an HHS agency. 15. Contractor represents and warrants that it is not currently delinquent in the payment of any franchise taxes owed the State of Texas under Chapter 171 of the Texas Tax Code. 16. Contractor agrees that any payments due under this Contract shall be applied towards any debt or delinquency that is owed to the State of Texas. 17. Contractor represents and warrants that payments to Contractor and Contractor's receipt of appropriated or other funds under this Contract or any related Solicitation are not prohibited by Sections 556.005,556.0055,or 556.008 of the Texas Government Code (relating to use of appropriated money or state funds to employ or pay lobbyists,lobbying expenses,or influence legislation). v 14 July 2019 Page 2 of 6 DocuSign Envelope ID.BCFD99F3-C308-4956-922F-40324CCD5024 18. Contractor agrees to comply with Section 2155.4441 of the Texas Government Code, requiring the purchase of products and materials produced in the State of'Texas in performing service contracts. 19. Contractor agrees that upon request of HHSC,Contractor shall provide copies of its most recent business continuity and disaster recovery plans. 20. Contractor expressly acknowledges that state funds may not be expended in connection with the purchase of an automated information system unless that system meets certain statutory requirements relating to accessibility by persons with visual impairments. Accordingly,Contractor represents and warrants to HHSC that the technology provided to HHSC for purchase(if applicable under this Contract or any related Solicitation)is capable,either by virtue of features included within the technology or because it is readily adaptable by use with other technology,of •providing equivalent access for effective use by both visual and non-visual means; •presenting information,including prompts used for interactive communications, in formats intended for non-visual use;and being integrated into networks for obtaining,retrieving,and disseminating information used by individuals who are not blind or visually impaired. For purposes of this Section,the phrase"equivalent access"means a substantially similar ability to communicate with or make use of the technology,either directly by features incorporated within the technology or by other reasonable means such as assistive devices or services which would constitute reasonable accommodations under the Americans With Disabilities Act or similar state or federal laws.Examples of methods by which equivalent access may be provided include,but are not limited to,keyboard alternatives to mouse commands and other means of navigating graphical displays,and customizable display appearance. In accordance with Section 2157.005 of the Texas Government Code,the Technology Access Clause contract provision remains in effect for any contract entered into before September 1,2006. 21. If this Contract is for the purchase or lease of computer equipment,then Contractor certifies that it is in compliance with Subchapter Y,Chapter 361 of the Texas Health and Safety Code related to the Computer Equipment Recycling Program and the Texas Commission on Environmental Quality rules in 30 TAC Chapter 328. 22. If this Contract is for the purchase or lease of covered television equipment,then Contractor certifies that it is compliance with Subchapter Z,Chapter 361 ofthe Texas Health and Safety Code related to the Television Equipment Recycling Program. 23. Contractor represents and warrants,during the twelve(12)month period immediately prior to the date of the execution of this Contract,none of its employees including,but not limited to those will provide services under the Contract,was an employee of an HHS Agency.Pursuant to Section 2252,901,Texas Government Code(relating to prohibitions regarding contracts with and involving former and retired state agency employees), Contractor will not allow any former employee of the System Agency to perform services v 14 July 2019 Page 3 of 6 DoauSign Envelope ID:BCFD99F3-0308-4956-922F-40324CCD5024 under this Contract during the twelve(12)month period immediately following the employee's last date of employment at the System Agency. 24. Contractor acknowledges that,pursuant to Section 572.069 of the Texas Government Code,a former state officer or employee of a state agency who during the period of state service or employment participated on behalf of a state agency in a procurement or contract negotiation involving Contractor may not accept employment from Contractor before the second anniversary of the date the Contract is signed or the procurement is terminated or withdrawn. 25. If this Contract is for consulting services under Chapter 2254 of the Texas Government Code,in accordance with Section 2254.033 of the Texas Government Code,Contractor certifies that it does not employ an individual who was employed by System Agency or another agency at any time during the two years preceding the submission of any related Solicitation Response related to this Contract or,in the alternative,Contractor has disclosed in any related Solicitation Response the following:(i)the nature of the previous employment with System Agency or the other agency;(ii)the date the employment was terminated;and(iii)the annual rate of compensation at the time ofthe employment was terminated. 26. Contractor represents and warrants that it has no actual or potential conflicts of interest in providing the requested goods or services to HHSC under this Contract or any related Solicitation and that Contractor's provision of the requested goods and/or services under this Contract and any related Solicitation will not constitute an actual or potential conflict of interest or reasonably create an appearance of impropriety. 27. Contractor understands that HHSC does not tolerate any type of fraud.The agency's policy is to promote consistent,legal,and ethical organizational behavior by assigning responsibilities and providing guidelines to enforce controls.Violations of law,agency policies,or standards of ethical conduct wi11 be investigated,and appropriate actions will be taken.All employees or contractors who suspect fraud,waste or abuse(including employee misconduct that would constitute fraud,waste,or abuse)are required to immediately report the questionable activity to both the Health and Human Services Commission's Office of the Inspector General at 1-800-436-6184 and the State Auditofs Office.Contractor agrees to comply with all applicable laws,rules,regulations,and HHSC policies regarding fraud including,but not limited to,HHS Circular C-027. 28. The undersigned affirms under penalty of perjury of the laws of the State of Texas that (a)in connection with this Contract and any related Solicitation Response,neither I nor any representative of the Contractor has violated any provision of the Texas Free Enterprise and Antitrust Act,Tex. Bus.&Comm.Code Chapter t5;(b)in connection with this Contract and any related Solicitation Response,neither I nor any representative of the Contractor has violated any federal antitrust law;and(c)neither I nor any representative of the Contractor has directly or indirectly communicated any of the contents of this Contract and any related Solicitation Response to a competitor of the Contractor or any other company,corporation,firm,partnership or individual engaged in the same line of business as the Contractor. v. 14 July 2019 Page 44 6 DocuSign Envelope ID BCFD99F3-C308-4956-922F-40324CCD5024 29. Contractor represents and warrants that it is not aware of and has received no notice of any court or governmental agency proceeding,investigation,or other action pending or threatened against Contractor or any of the individuals or entities included in numbered paragraph 1 of these Contract Affirmations within the five(5)calendar years immediately preceding execution of this Contract or the submission of any related Solicitation Response that would or could impair Contractor's performance under this Contract,relate to the contracted or similar goods or services,or otherwise be relevant to HHSC's consideration of entering into this Contract.If Contractor is unable to make the preceding representation and warranty,then Contractor instead represents and warrants that it has provided to HHSC a complete,detailed disclosure of any such court or governmental agency proceeding,investigation,or other action that would or could impair Contractor's performance under this Contract,relate to the contracted or similar goods or services,or otherwise be relevant to HHSC's consideration of entering into this Contract.In addition, Contractor acknowledges this is a continuing disclosure requirement.Contractor represents and warrants that Contractor shall notify HHSC in writing within five(5) business days of any changes to the representations or warranties in this clause and understands that failure to so timely update HHSC shall constitute breach of contract and may result in immediate contract termination. 30. Contractor represents and warrants that, pursuant to Section 2270.002 of the Texas Government Code,Contractor does not boycott Israel and will not boycott Israel during the tern of this Contract. 31. Contractor certifies that for contracts for services, Contractor shall utilize the U.S. Department of Homeland Security's E-Verify system during the term of this Contract to determine the eligibility of, (a) all persons employed by Contractor to perform duties within Texas;and (b) all persons, including subcontractors, assigned by Contractor to perform work pursuant to this Contract within the United States of America. 32. Contractor represents and warrants that if Contractor or Subcontractors, officers, or employees of Contractor have access to any state computer system or database, the Contractor, Subcontractors, officers, and employees of Contractor shall complete cybersecurity training pursuant to and in accordance with Government Code, Section 2054.5192. 33. Contractor understands,acknowledges,and agrees that any false representation or any failure to comply with a representation,warranty,or certification made by Contractor is subject to all civil and criminal consequences provided at law or in equity including,but not limited to,immediate termination of this Contract. 34. Contractor represents and warrants that it will comply with all applicable laws and maintain all permits and licenses required by applicable city,county,state,and federal rules,regulations,statutes,codes,and other laws that pertain to this Contract. 35. Contractor represents and warrants that all statements and information prepared and submitted by Contractor in this Contract and any related Solicitation Response are current,complete,true,and accurate.Contractor acknowledges any false statement or material misrepresentation made by Contractor during the performance of this Contract v 14 July 2019 Page 5 of 6 DocuS.gn Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 or any related Solicitation is a material breach of contract and may void this Contract. Further,Contractor understands,acknowledges,and agrees that any false representation or any failure to comply with a representation,warranty,or certification made by Contractor is subject to all civil and criminal consequences provided at law or in equity including,but not limited to,immediate termination of this Contract. 36. Contractor represents and warrants that the individual signing this Contract is authorized to sign on behalf of Contractor and to bind the Contractor. Authorized representative on behalf of Contractor must complete and sign the following: 1.ega1 Name of Co or: March 24, 2020 Signature of Authorized Date Signed Representative Daniel M. Pope Printed Name and Title of Phone Number Authorized Representative Federal Employer Identification Fax Number Number DUNS Number Email Address Physical Street Address City,State,Zip Code Mailing Address,if different City,State,Zlp Code v 1.4 July 2019 Page 6 of 6 Docu5ign Envelope 1D:BCFD99F3-C308-4966-922F-40324CCD5024 HHSC Unfam Terms and Conditions Version 2.16 Published and Effective:March 26,2019 Responsible Office:Chief Counsel 5t a TEXAS A Health and Human Services Health and Human Services Commission HHSC Uniform Terms and Conditions-Grant Version 216.1 oocuSiVnEnvelop |D: raBL&OF CONKENIS ARTICLE LDER mITIONWAND zNTIERPR0zznEPROVISIONS.......... .............-........4 |.| DwGmiuwa-------------------..-_---........- ......... ...---.... ....... ......................* L% [Hw"wwProvisions ....--.. .........-.-.. --------- ....---_............. --..W ARTICLE IL PAYMENT METHODS AND DE8MjCn0Hm...-.-__ ...................n %A hyxmwtuxelhms---- ...................._.................................. .~....~~.......-..,s 12 simailUng Sohmkn|wm.................................-----------------,-._--_'__..............T 23 Fimmnci aJmLatus Repoiris ...................... _- ...............~.,.-'..r 2-4 Use ofFunds...............................---- ......__-----..-.................. -_-_......r 2-5 lmfor Mwwh9ro0|Ww*--.-----...- ........................... -............................r 16 Program Incnmv... ............................_~~~~.............. -- ...........--- ...............7 2.7 Noft"pp/eutimm.....___-----'..--- ................----- ...-------''8 2,8 aJlovame .........- .....................................8 2.9 lnd�rcd Cost R......................................... ....... ....................................................u ARTICLE IFI.STATE AND FEDERAL FUNDING..................................... -____----.n 3-1 ...................................... - ............... x 3-2 N�oMI.AW*inst Ike State...............................- ..................... ------o 11 Debt and%aiinqw"ncires........_ ..........................................----- ........................n 3.4 Recapture of FvmA*------ ------------------------ -------- ..............................8 ARTICLE IV.ALLW^*A$LECOM AND AUDIT REQUIREMENTS. 4.1 /AW^^abloCn-.t* ------------------------------ ...-__-----................................................. � 4.2 wu6ksmndHnvnrhal8tmw,npmts----.... _---------------.. ---------............ ............. n0 4-3 Submission ofo^duwand]qnwnc1WQmwm*mll........................................... ..... ..l1 A RTDCL0V.A FFIRMAT0ONS`ASWK�RANCES AND CKRTIFICATIONS.-........ .......lt 5.1 Q*n"mJAJrimwAhwas.-................ ..... --............... -.. u 5.2 Fedm|As*urapm-- ------ '.--------------- ............................... L 1 5,3 Ftdm"|Cam0kmo"vs-_ ....... _----_-----_-------- --------------- 'I ARTICLE VL0NTELLF-L'I'caL*nNPFRTY -- .....................---.--......----. H 6l OrwefshipwfWork Yr=auu ....... -...........------------ - ....-----__------ l1 6,2 ur&nmes Pm-exuing Works ..................... ............. ---------------...-- .................. 12 6,31 Ag»mmcowwhh Emrmycem*wWnubcvotTaLtm - ---------- ... ...... ------- 12 6.4 Delivery Upon TL�=inatio^ooExputt;*31 ................................_-----.-.,... l% 6,5 8vrvha|............-. ...- ....................... .............. -----~~ �� /ouX G^fi4*ummwom^ml,and u""6wn Pap 2'x2/ �^oo mmcumignEnvelope ID: ARTICLE VIL RNCMDS,A0DIT,AND 0NSCz.onURE.........'---------__---- --ty %i Books "m4*m& ..................... ----..................._...........................~~'~.-..l1 72 AucmxmR*conbr,Bodo,mmdQhowp=*rits--_---_ ---'l3 7.3 R=p"nsew3*wphwKe wkk Au6hvnbmpecthmPind|np.......................................... 13 7.4 &/*OAudit.................... ........... ----''------------' 1« 7,5 ____......................___...... ---------------------.. U4 ARTICLE V911.CONTRACT MANAGEMENT AND EARLYTERMINATION---- ]p &x CovtrmtR*nwd|*w....-......................................___.....--.................................. ]4 MTwmbxatimufor Convem"mcc............. -.......................... ---_ ....................... 14 13 7ennnwimof4oxCMM---------------.......... -----'----~~^14 ARTICLE JX MISCELLANWVS PROVISIONS................... ........................-~__.1s 9.1 Amendment ...... .............. ...~... --.... .............................................. -.....l� 9,2 b)Sumflm:...... _-_-................. ~ ----'i5 9.3 L*W^/o»ogal ons ................. -_-------_------..---------- i5 $u pmnn|tt/ug and Lioenp*ft.........--...................._~.. ............................................ i6 9.3 Indemnity. ------------------'------------------ U6 9��6 ,mogonen* --------- ----------------- 16 9.7 1nUcpwod*nt ---------.----------_------------------. 1T 9_� 7WE""=| oUmmm^OL*m*m-- ......._..................... -----_-....................- l7 9-9 Dispute$ycsott*bm- ........ .......__- .......................~~-.-_-_-------}7 9-10 Oo"*ming Law mvWqemue ............ ---_-......... ..~.-..-_-................-- l7 9.11 ve,ernbiWy............................ -._-__-_...................................._.-~~-.Tr 9.12 m""i vmbiUty--'................. __---__........... ...---.............-~--_--rm 9.11 Frrc�: ...........~..-...---_............... .................... _ Is 9.14 N.`zvai"wnfPr*vuowm ...............---..........------------ ------------_--- i8 935 TmbuLLi4/---------------- ... ...... -...... .----_---------- ----------------......... [# 9A6 Pr°aaaion*wNon-compete Bestxia0pw............_.................-....................----. No 9-17 Nov/&iverof Smem i8nhnunwoity....... --------------------- ..........-----.. ]m 9,18 Entire CvmrowwdMOM*wWwm-,.......--------------_----',-.. l* 9-19 C**Fimrpa$tS--.--------- .............------------ _-_—_ ................. _ l9 9,20 Pmptr Authority.........------ ---------- ............... .......... ........... ._..----- 19 912/ B_Vffify PYnmMno- ... ........................._..-----_------__-_ ..... |9 9,z1 Civil R6ebm............. ......----------~----_ ------------ ...... __--' |9 9.23 SyslemAgency Dmw........... ------------------- ----------_--- ----------------z' oHSC m°x=o"&,mr=m^mCondi lions Page aeo ",m/ DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 ARTICLE 1.DEFINITIONS AND INTERPRETIVE PROVISIONS 1.1 DEFINITIONS As used in this Contract,unless the context clearly indicates otherwise,the following terms and conditions have the meanings assigned below: "Amendment"means a written agreement,signed by the Parties,which documents changes to the Contract other than those permitted by Work Orders or Technical Guidance Letters. "Attachment"means documents,terms,conditions,or information added to this Contract following the Signature Document or included by reference, and made a pari of this Contract. "Contract"means the Signature Document,these Uniform Terns and Conditions,along with any Attachments,and any Amendments,or Technical Guidance Letters that may be issued by the System Agency,to be incorporated by reference for all purposes. "Deliverable"means the work product(sl including all reports and project documentation, required to be submitted by Grantee to the System Agency. "Effective Date"means the date agreed to by the Parties as the date on which the Contract takes effect. "Federal Fiscal Year"means the period beginning October 1 and ending September 30 each year,which is the annual accounting period for the United States government. "GAAP"means Generally Accepted Accounting Principles. "GASB"means the Governmental Accounting Standards Board. "Grantee"means the Party receiving funds under this Contract.May also be referred to as "Contractor"in certain attachments. "Health and Human Services Commission"or"HHSC"means the administrative agency established under Chapter 531,Texas Government Code,or its designee. "HUB" means Historically Underutilized Business, as defined by Chapter 2161 of the Texas Government Code. "Intellectual Property Rights"means the worldwide proprietary rights or interests,including patent,copyright,trade secret,and trademark rights,as such right may be evidenced by or embodied in: i. any idea,design,concept,personality right,method,process,technique, apparatus, invention,discovery,or improvement; ii. any work of authorship, including any compilation,computer code,website or web page design,literary work,pictorial work,or graphic work; iii. any trademark,service mark,trade dress,trade name, branding,or other indicia of source or origin; iv. domain name registrations;and v. any other proprietary or similar rights. The Intellectual Property Rights of a Party include all worldwide proprietary rights or interests that the Party may have acquired by assignment,by exclusive license,or by license with the right to grant sublicenses. 111{9C Gmnlee UlUkMIT,rmni naad Condiaiem t'agc•1 d 21 V 2161 Effective 03!26/2019 DocuSign Envelope ID:BCFD99F3-C308-4958-922F-40324CCD5024 "Mentor Protege"means the Comptroller of Public Accounts' leadership program found at:http://www.window.state.tx.uslprocurement/pro&ub/mentorprotege;'. "Parties"means the System Agency and Grantee,collectively. "Party"means either the System Agency or Grantee,individually. "Program"means the statutorily authorized activities of the System Agency under which this Contract has been awarded. "Project"means specific activities of the Grantee that are supported by funds provided under this Contract. "Public Information Act"or" lam"means Chapter 552 of the Texas Government Code. "Signature Document"means the document executed by both Parties that specifically sets forth all of the documents that constitute the Contract. "Solicitation" or "Request for A lications (RFA)" means the document (including all amendments and attachments)issued by the System Agency under which applications for Program funds were requested,which is incorporated by reference for all purposes in its entirely. "Solicitation Response" or "Application" means Grantee's full and complete response (including any attachments and addenda) to the Solicitation, which is incorporated by reference for all purposes in its entirety. "Slate Fiscal fear"means the period beginning September 1 and ending August 31 each year,which is the annual accounting period for the State of Texas. "State of Texas TexrraveP'means'texas Administrative Code,Title 34, Part I,Chapter 5, Subchapter C,Section 5.22,relative to travel reimbursements under this Contract,if any. "Statement of Work"means the description of activities performed in completing the Project, as specified in the Contract and as may be amended. "System Avency"means HHSC or any of the agencies of the State of Texas that are overseen by HHSC under authority granted under State law and the officers,employees,authorized representatives and designees of those agencies. These agencies include: HHSC and the Department of State Health Services. "Technical Guidance Letter"or MQU means an instruction,clarification,or interpretation of the requirements of the Contract,issued by the System Agency to the Grantee. "Work Product" means any and all works, including work papers, notes, materials, approaches, designs, specifications, systems, innovations, improvements, inventions, software, programs, source code, documentation, training materials, audio or audiovisual recordings, methodologies,concepts, studies, reports,whether finished or unfinished, and whether or not included in the deliverables, that are developed, produced, generated or provided by Grantee in connection with Grantee's performance of its duties under the Contract or through use of any funding provided under this Contract. "Unifonn Grant Management Standards"or "UGMS" means uniform grant and contract administration procedures, developed under the authority of Chapter 783 of the Texas I WIFC(jrnnica Unatonn"rertw and Condi9im Yar S of 21 V.2 16.1 Effective MOMS) DocuSlgn Envelope ID BCFD99F3-C308-4956-922F-40324CCD5024 Government Code,to promote the efficient use of public funds in local government and in programs requiring cooperation among local,state,and federal agencies. 1.2 INTERPRETTVE PROVISIONS A. The meanings of defined terms include the singular and plural forms. B. The words "hereof," "herein," "hereunder," and similar words refer to this Contract as a whole and not to any particular provision,section,Attachment,or schedule of this Contract unless otherwise specified. C. The term "including" is not limiting and means "including without limitation" and, unless otherwise expressly provided in this Contract,(i)references to contracts(including this Contract) and other contractual instruments shall be deemed to include all subsequent Amendments and other modifications, but only to the extent that such Amendments and other modifications are not prohibited by the terms of this Contract, and (ii) references to any statute or regulation are to be construed as including all statutory and regulatory provisions consolidating amending,replacing,supplementing, or interpreting the statute or regulation. D. Any references to"sections,""appendices,"or"attachments"are references to sections, appendices,or attachments of the Contract. E. Any references to agreements,contracts,statutes,or administrative rules or regulations in the Contract are references to these documents as amended, modified, or supplemented from time to time during the term of the Contract. F. The captions and headings of this Contract are for convenience of reference only and do not affect the interpretation of this Contract. G. All Attachments, including those incorporated by reference,and any Amendments are considered part of the terns of this Contract. H. This Contract may use several different limitations,regulations,or policies to regulate the same or similar matters. All such limitations, regulations, and policies are cumulative and each will be performed in accordance with its terms. 1. Unless otherwise expressly provided,reference to any action of the System Agency or by the System Agency by way of consent, approval, or waiver will be deemed modified by the phrase"in its sole discretion." J Time is of the essence in this Contract. ARTICLE 1I.PAYMENT METHODS AND RESTRICTIONS 2.1 PAYMENT METHODS A. Except as otherwise provided by this Contract,the payment method will be one or more of the following: i. Cost Reimbursement. This payment method is based on an approved budget and submission of a request for reimbursement of expenses Grantee has incurred at the time of the request; ii. Unit rateifee-for-service.This payment method is based on a fixed price or a specified rate(s) or fee(s) for delivery of a specified unit(s) of service and acceptable submission of all required documentation,forms and/or reports;or iii. Advance payment. This payment method is based on disbursal of the minimum necessary funds to carry out the Program or Project where the Grantee has MISt'Grantie Unifonn'retm,and C'®ndr ow,, 11ap 6 of 21 x.2161 Mom DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5424 implemented appropriate safeguards. This payment method will only be utilized in accordance with governing law, state and federal regulations, and at the sole discretion of the System Agency. B. Grantee shall bill the System Agency in accordance with the Contract.Unless otherwise specified in the Contract,Grantee shall submit requests for reimbursement or payment monthly by the last business day of the month following the month in which expenses were incurred or services provided. Grantee shall maintain all documentation that substantiates invoices and make the documentation available to the System Agency upon request. 2.2 FINAL BILLING SUBMISSION Unless otherwise provided by the System Agency, Grantee shall submit a reimbursement or payment request as a final close-out invoice not later than forty-five(45)calendar days following the end of the term of the Contract. Reimbursement or payment requests received atter the deadline may not be paid. 2.3 FINANCIAL STATUS REPORTS(FSRs) Except as otherwise provided,for contracts with categorical budgets,Grantee shall submit quarterly FSRs to System Agency by the last business day of the month following the end of each quarter for System Agency review and financial assessment.Grantee shall submit the final FSR no later than forty-five(45)calendar days following the end of the applicable term. 2.4 USE OF FUNDS Grantee shall expend funds under this Contract only for approved services and for reasonable and allowable expenses directly related to those services. 2.5 USE FOR MATCH PROHIBITED Grantee shall not use funds provided under this Contract for matching purposes in securing other funding without the written approval of the System Agency_ 2.6 PROGRAM INCOME Income directly generated from funds provided under this Contract or earned only as a result of such funds is Program Income. l'nless otherwise required under the Program, Grantee shall use Program Income, as provided in UGMS Section III, Subpart C, .25(g)(2), to further the Program, and Grantee shall spend the Program Income on the Project. Grantee shall identify and report Program Income in accordance with the Contract,applicable law, and any programmatic guidance.Grantee shall expend Program Income during the Contract term, when earned, and may not carry Program Income forward to any succeeding term. Grantee shall refund Program Income to the System Agency if the Program Income is not expended in the term in which it is earned. The System Agency may base future funding levels, in part,upon Grantee's proficiency in identifying,billing,collecting,and reporting Program Income,and in using Program Income for the purposes and under the conditions specified in this Contract. Iil i SC Grantce Urn foam L mm and C4nditiccis 1'ap:-of 21 v 216.1 ELredive WNW 9 DociSign Envelope ID:BCFD99F3-C308-4958-922F-40324CCD5024 2.7 NONSUPPLANTING Grant funds may be used to supplement existing,new or corresponding programming and related activities.Grant funds may not be used to supplant(replace)existing funds in place to support current programs and related activities. 2.8 ALLOWABLE COSTS Allowable Costs are restricted to costs that comply with the Texas Uniform Grant Management Standards(UGMS)and applicable state and federal rules and law. The Parties agree that all the requirements of the UGMS apply to this Contract,including the criteria for Allowable Costs. Additional federal requirements apply if this Contract is funded,in whole or in pad,with federal funds. 2.9 INDIRECT COST RATES The System Agency may acknowledge an indirect cost rate for Grantees that is utilized for all applicable contracts. Grantee will provide the necessary financial documents to determine the indirect cost rate in accordance with the Uniform Grant Guidance(UGG)and Uniform Grant Management Standards(UGMS). ARTICLE III.STATE AND FEDERAL FUNDING 3.1 FUNDING This Contract is subject to termination or cancellation,without penalty to System Agency, either in whole or in part,subject to the availability of state funds.System Agency is a state agency whose authority and appropriations are subject to actions of the Texas Legislature.If System Agency becomes subject to a legislative change,revocation of statutory authority,or lack of appropriated funds that would render either System Agency's or Grantee's delivery or performance under the Contract impossible or unnecessary, the Contract will be terminated or cancelled and be deemed null and void. In the event of a termination or cancellation under this Section, System Agency will not be liable to Grantee for any damages,that are caused or associated with such termination,or cancellation,and System Agency will not be required to give prior notice. 3.2 No DEBT AGAINST THE STATE This Contract will not be construed as creating any debt by or on behalf of the State of Texas. 3.3 DEBT AND DELINQUENCIES Grantee agrees that any payments due under the Contract shall be directly applied towards eliminating any debt or delinquency it has to the State of Texas including,but not limited to, delinquent taxes,delinquent student loan payments,and delinquent child support. 3.4 RECAPTURE OF FUNDS A. At its sole discretion,the System Agency may if withhold all or part of any payments to Grantee to offset overpayments,unallowable or ineligible costs made to the Grantee,or if any required financial status report(s)is not submitted by the due date(s),or ii)require Grantee to promptly refund or credit-within thirty(30)calendar days of written notice- H11SC Gnm:e Unir1nn r:nn>and Conditions f'age S o121 v 116.1 Effective 03202019 DocuSign Envelope ID:BCFD99F3-0308-4956-922F-40324CCD5024 any funds erroneously paid by System Agency which are not expressly authorized under the Contract. B. "Overpayments" as used in this Section include payments (i) made by the System Agency that exceed the maximum allowable rates;(ii)that are not allowed under applicable laws, rules, or regulations; or (iii) that are otherwise inconsistent with this Contract, including any unapproved expenditures.Grantee understands and agrees that it will be liable to the System Agency for any costs disallowed pursuant to financial and compliance audit(s)of funds received under this Contract-Grantee further understands and agrees that reimbursement of such disallowed costs shall be paid by Grantee from funds which were not provided or otherwise made available to Grantee under this Contract. ARTICLE IV.ALLOWABLE COSTS AND AUDIT REQUIREMENTS 4.1 ALLOWABLE Cosirs A. System Agency will reimburse the allowable costs incurred in performing the Project that are sufficiently documented. Grantee must have incurred a cost prior to claiming reimbursement and within the applicable term to be eligible for reimbursement under this Contract.At its sole discretion,the System Agency will determine whether costs submitted by Grantee are allowable and eligible for reimbursement. The System Agency may take repayment (recoup) from funds available under this Contract in amounts necessary to fulfill Grantee's repayment obligations. Applicable cost principles, audit requirements,and administrative requirements include,but are not limited to: Applicable Entity Applicable Cost Audit Administrative Principles Requirements Requirements State,Local,and 2 CFR Part 200 and 2 CFR Part 200, 2 GFR Part 200 and Tribal UGMS Subpart F and UGMS Governments UGMS Educational 2 CFR Part 200 and 2 CFR Pail 200, 2 CFR Part 200 and Institutions UGMS Subpart F and UGMS UGMS Non-Profit 2 CFR Pan 200 and 2 CFR Part 200, 2 CFR Pail 200 and Organizations UGMS Subpart F and UGMS UGMS Y 216.1 HPredive 03126!2019 DocuSign Envelope ID:BCFD99F3-C306-4956-922F-40324CCD5024 For-profit 48 CFR Part 31, 2 CFR Part 200, 2 CFR Part 200 and Organization Contract Cost Subpart F and UGMS other than a Principles and UGMS hospital and an Procedures,or organization Uniform cost named in OMB accounting Circular A-122 standards that (2 GFR Part, comply with cost 230)as not principles subject to that acceptable to the circular. federal or state awarding agency B. OMB Circulars will be applied with the modifications prescribed by UGMS with effect given to whichever provision imposes the more stringent requirement in the event of a conflict. 4.2 AUMS AND FINANCIAL STATEMENTS A. Audits i. HHS Single Audit Unit will notify Grantee to complete the Single Audit Determination Form.If Grantee fails to complete the form within thirty(30)calendar days after receipt of notice,Grantee will be subject to the sanctions and remedies for non-compliance with this Contract. ii. If Grantee,within Grantee's fiscal year,expends at least SEVEN HUNDRED FIFTY THOUSAND DOLLARS($750,000)in federal funds awarded,Grantee shall have a single audit or program-specific audit in accordance with 2 CFR 200. The federal threshold amount includes federal funds passed through by way of state agency awards. iii. If Grantee,within Grantee's fiscal year,expends at least SEVEN HUNDRED FIFTY THOUSAND DOLLARS ($750,000)in state funds awarded, Grantee shall have a single audit or program-specific audit in accordance with UGMS, State of Texas Single Audit Circular.The audit must be conducted by an independent certified public accountant and in accordance with 2 CFR 200,Government Auditing Standards,and UGMS. iv. For-profit Grantees whose expenditures meet or exceed the federal or state expenditure thresholds stated above shall follow the guidelines in 2 CFR 200 or UGMS,as applicable,for their program-specific audits. v. Each Grantee that is required to obtain a single audit must competitively re-procure single audit services once every six years. Grantee shall procure audit services in compliance with this section, state procurement procedures, as well as with the provisions of UGMS. B. Financial Statements Each Grantee that does not meet the expenditure threshold for a single audit or program- specific audit,must provide financial statements. 111ISC Granrea Uiufonn-,!nn;and,,'DnditkMS Page W of?1 v 216.1 Mccrive 03126/2019 DocuSign Envelope ID BCFD99F3-C306-4956-922F-40324CCD5024 4.3 SUBMISSION OF AUDITS AND FINANCIAL STATEMENTS A. Audits Due the earlier of 30 days after receipt of the independent certified public accountant's report or nine months after the end of the fiscal year,Grantee shall submit electronically one copy oflhe single audit or program-specific audit to the System Agency via: i. HHS portal at or, httys://hiisportal.hhs.F.tale.tx.us/licartwebextr/libscsau ii. Email to:single audit report,riihhsc.state.tx.us. B. Financial Statements Due no later than nine months after the Grantee's fiscal year end,Grantees which are not required to submit an audit,shall submit electronically financial statements via: i. HHS portal aC hnps:;ihhsporlal.hh-g-state.tx.us/heattwebextrtffiscSau,or, ii. Email to:single_audit_report,c0hhsc.state.tx.us. ARTICLE V.AFFIRMATIONS,ASSURANCES AND CERTIFICATIONS 5.1 GENERAL AFFIRMATIONS Grantee certifies that,to the extent General Affirmations are incorporated into the Contract under the Signature Document,the Grantee has reviewed the General Affirmations and that Grantee is in compliance with all requirements. 5.2 FEDERAL ASSURANCES Grantee further certifies that, to the extent Federal Assurances are incorporated into the Contract under the Signature Document, the Grantee has reviewed the Federal Assurances and that Grantee is in compliance with all requirements. 5.3 FEDERAL CERTIFICATIONS Grantee further certifies that,to the extent Federal Certifications are incorporated into the Contract under the Signature Document, the Grantee has reviewed the Federal Certifications and that Grantee is in compliance with all requirements.In addition,Grantee certifies that it is in compliance with all applicable federal laws,piles,and regulations,as they may pertain to this Contract. ARTICLE VI.INTELLECTUAL PROPERTY 6.1 OWNERSHIP OF WORK PRODUCT All right,title,and interest in the Work Product, including all Intellectual Property Rights therein,is exclusively owned by System Agency.Grantee and Grantee's employees will have no rights in or ownership of the Work Product or any other property of System Agency.Any and all Work Product that is copyrightable under United States copyright law is deemed to be'work made for hire"owned by System Agency,as provided by Title 17 of the United States Code. To the extent that Work Product does not qualify as a"work made for hire" under applicable federal law, Grantee hereby irrevocably assigns and transfers to System Agency, its successors and assigns, the entire right,title,and interest in and to the Work Product, including any and all Intellectual Property Rights embodied therein or associated 1111SC(3mm!,a Unlfonn enm algid Ujs!. Pagc 11 of2l v.2161 Effeclive 07 7 2 672 01 9 DocuSign Envelope ID:BCF099F3-C308-4956-922F-40324CCD5024 therewith, and in and to all works based upon,derived from, or incorporating the Work Product,and in and to all income,royalties,damages,claims and payments now or hereafter due or payable with respect thereto, and in and to all causes of action,either in law or in equity for past,present or future infringement based on the copyrights,and in and to all rights corresponding to the foregoing. Grantee agrees to execute all papers and to perform such other property rights as System Agency may deem necessary to secure for System Agency or its designee the rights herein assigned.In the event that Grantee has any rights in and to the Work Product that cannot be assigned to System Agency, Grantee hereby grants to System Agency an exclusive, worldwide, royalty-free, transferable, irrevocable, and perpetual license, with the right to sublicense, to reproduce, distribute, modify, create derivative works of,publicly perform and publicly display,make,have made,use,sell and offer for sale the Work Product and any products developed by practicing such rights. 6.2 GRANTEE'S PRE—EXISTING WORKS To the extent that Grantee incorporates into the Work Product any works of Grantee that were created by Grantee or that Grantee acquired rights in prior to the Effective Date of this Contract ("Incorporated Pre-existing Works"), Grantee retains ownership of such Incorporated Pre-existing Works, and Grantee hereby grants to System Agency an irrevocable,perpetual,non-exclusive,royalty-free,transferable,worldwide right and license, with the right to sublicense, to use, modify, copy, create derivative works of, publish, publicly perforin and display,sell,offer to sell,make and have made,the Incorporated Pre- existing Works, in any medium, with or without the associated Work Product. Grantee represents,warrants,and covenants to System Agency that Grantee has all necessary right and authority to grant the foregoing license in the Incorporated Pre-existing Works to System Agency. 6.3 AGREEMENTS WITH EMPLOYEES AND SUBCONTRACTORS Grantee shall have written,binding agreements with its employees and subcontractors that include provisions sufficient to give effect to and enable Grantee's compliance with Grantee's obligations under this Article VI. 6.4 DELIVERY UPON TERMINATION OR EXPIRATION No later than the first calendar day after the termination or expiration of the Contract or upon System Agency's request,Grantee shall deliver to System Agency all completed,or partially completed, Work Product,including any Incorporated Pre-existing Works,and any and all versions thereof.Grantee's failure to timely deliver such Work Product is a material breach of the Contract.Grantee will not retain any copies of the Work Product or any docurnentation or other products or results of Grantee's activities under the Contract without the prior written consent of System Agency. 6.5 SURVIVAL The provisions and obligations of this Article VI survive any termination or expiration of the Contract. 1(EIs'c;e��e3�a tt�atifonr�?ezaar;:�ste3 Cs�nrt�uc� f'a�c t 4 i>P 31 V 216.1 Effedive 03126'2019 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 ARTICLE VII.RECORDS,AUDIT,ANDDISCLOSURE 7.1 BOOKS AND RECORDS Grantee shall keep and maintain under GAAP or GASB, as applicable, full, true, and complete records necessary to fully disclose to the System Agency, the Texas State Auditor's Office, the United States Government, and their authorized representatives sufficient information to determine compliance with the terms and conditions of this Contract and all state and federal rules,regulations,and statutes. Unless otherwise specified in this Contract,Grantee shall maintain legible copies of this Contract and all related documents for a minimum of seven(7)years after the termination of the Contract period or seven(7) years after the completion of any litigation or dispute involving the Contract,whichever is later. 7.2 ACCESS TO RECORDS,BOOKS,AND DOCUMENTS In addition to any right of access arising by operation of law, Grantee and any of Grantee's affiliate or subsidiary organizations, or Subcontractors shall permit the System Agency or any of its duly authorized representatives, as well as duly authorized federal, state or local authorities, unrestricted access to and the right to examine any site where business is conducted or services are performed, and all records,which includes but is not limited to financial,client and patient records, books, papers or documents related to this Contract. If the Contract includes federal funds, federal agencies that shall have a right of access to records as described in this section include: the federal agency providing the funds, the Comptroller General of the United States,the General Accounting Office, the Office of the Inspector General, and any of their authorized representatives. In addition, agencies of the State of Texas that shall have a right of access to records as described in this section include: the System Agency, HHSC, HHSC's contracted examiners,the State Auditor's Office, the Office of the Texas Attorney General, and any successor agencies. Each of these entities may be a duly authorized authority.If deemed necessary by the System Agency or any duly authorized authority, for the purpose of investigation or hearing, Grantee shall produce original documents related to this Contract.The System Agency and any duly authorized authority shall have the right to audit billings both before and after payment, and all documentation that substantiates the billings. Grantee shall include this provision concerning the right of access to, and examination of, sites and information related to this Contract in any Subcontract it awards. 7.3 RESPONSE/COMPLIANCE WITH AUDIT OR INSPECTION FINDINGS A. Grantee must act to ensure its and its Subcontractors' compliance with all corrections necessary to address any finding of noncompliance with any law, regulation, audit requirement, or generally accepted accounting principle, or any other deficiency identified in any audit, review, or inspection of the Contract and the services and Deliverables provided. Any such correction will be at Grantee's or its Subcontractor's sole expense. Whether Grantee's action corrects the noncompliance shall be solely the decision of the System Agency. B. As part of the services, Grantee must provide to HHSC upon request a copy of those portions of Grantee's and its Subcontractors'internal audit reports relating to the services and Deliverables provided to the State under the Contract. HHSC Grnmcc Uiufo nn'renn,and conditicros Paec 13 of 31 r 2 16 1 ~ Effective 03/26/1019 DocuSign Envelope ID,BCFD99F3-C308-4956-922F-40324CCD5024 7.4 SAO AUDIT A. The state auditor may conduct an audit or investigation of any entity receiving fiords from the state directly under the Contract or indirectly through a subcontract under the Contract. 'fhe acceptance of funds directly under the Contract or indirectly through a subcontract under the Contract acts as acceptance of the authority of the state auditor, under the direction of the legislative audit committee,to conduct an audit or investigation in connection with those funds.Under the direction of the legislative audit committee,an entity that is the subject of an audit or investigation by the state auditor must provide the state auditor with access to any information the state auditor considers relevant to the investigation or audit. B. Grantee shall comply with any rules and procedures of the state auditor in the implementation and enforcement of Section 2262.154 of the Texas Government Code. 7.5 CONFIDENTIALITY Grantee shall maintain as confidential,and shall not disclose to third parties without System Agency's prior written consent,any System Agency information including but not limited to System Agency's business activities, practices, systems, conditions and services. This section will survive termination or expiration of this Contract. ARTICLE VIII.CONTRACT REMEDIES AND EARLY TERMINATION &I CONTRACT REMEDIES To ensure Grantee's full performance of the Contract and compliance with applicable law,the System Agency reserves the right to hold Grantee accountable for breach of contract or substandard performance and may take remedial or corrective actions,including,but not limited to: i. suspending all or part of the Contract, ii. requiring the Grantee to take specific actions in order to remain in compliance with the Contract; iii. recouping payments made by the System Agency to the Grantee found to be in error, iv. suspending,limiting,or placing conditions on the Grantee's continued performance of the Project; v. imposing any other remedies,sanctions nr penalties authorized under this Contract or permitted by federal or state statute,law,regulation or rule. 8.2 TERMINATION FOR CONVENIENCE The System Agency may terminate the Contract at any time when, in its sole discretion, the System Agency determines that termination is in the best interests of the State of Texas. The termination will be effective on the date specified in HIISC's notice of termination. The System Agency's right to terminate the Contract for convenience is cumulative of all rights and remedies which exist now or in the future. 8.3 TERMINATION FOR CAUSE Except as otherwise provided by the U.S. Bankruptcy Code, or any successor law, the System Agency may terminate the Contract,in whole or in part,upon either of the following conditions. 1111SC[;tnntcc Ujufonn-tenni and c*ondiikvts Page 14 of 21 V.216.1 Effedm 03/2672019 DocuSign Envelope ID-BCFD99F3-C308-4956-922F-40324CCD5024 i. Material Breach The System Agency will have the right to terminate the Contract in whole or in part if the System Agency determines, in its sole discretion, that Grantee has materially breached the Contract or has failed to adhere to any laws, ordinances, rules, regulations or orders of any public authority having jurisdiction and such violation prevents or substantially impairs performance of Grantee's duties under the Contract. Grantee's misrepresentation in any aspect of Grantee's Solicitation Response,if any,or Grantee's addition to the Excluded Parties List System(EPOS) will also constitute a material breach of the Contract. ii. Failure to Maintain Financial Viability The System Agency may terminate the Contract if,in its sole discretion,the System Agency has a good faith belief that Grantee no longer maintains the financial viability required to complete the services and Deliverables, or otherwise fully perform its responsibilities under the Contract. ARTICLE IX.MISCELLANEOUS PROVISIONS 9.1 AMENDMENT The Contract may only be amended by an Amendment executed by both Parties. 9.2 INSURANCE A. Unless otherwise specified in this Contract,Grantee shall acquire and maintain, for the duration of this Contract, insurance coverage necessary to ensure proper fulfillment of this Contract and potential liabilities thereunder with financially sound and reputable insurers licensed by the Texas Department of Insurance, in the type and amount customarily carried within the industry as determined by the System Agency. Grantee shall provide evidence of insurance as required under this Contract,including a schedule of coverage or underwriter's schedules establishing to the satisfaction of the System Agency the nature and extent of coverage granted by each such policy, upon request by the System Agency. In the event that any policy is determined by the System Agency to be deficient to comply with the terms of this Contract,Grantee shall secure such additional policies or coverage as the System Agency may reasonably request or that are required by law or regulation. If coverage expires during the term of this Contract, Grantee must produce renewal certificates for each type of coverage. B. These and all other insurance requirements under the Contract apply to both Grantee and its Subcontractors, if any. Grantee is responsible for ensuring its Subcontractors' compliance with all requirements. 9.3 LEGAL OBLIGATIONS Grantee shall comply with all applicable federal, state, and local laws, ordinances, and regulations,including all federal and state accessibility laws relating to direct and indirect use of information and communication technology. Grantee shall be deemed to have knowledge of all applicable laws and regulations and be deemed to understand them. 1111SC Grana UniRnn'renm std C:ondrncros Pap 15 or21 v 2 16.1 Effective 0312&2019 DocuSign Envelope ID:BCFD99F3-0308-4956-922f-40324CCD5024 9.4 PERMITTING AND LICENSURE At Grantee's sole expense, Grantee shall procure and maintain for the duration of this Contract any state,county,city,or federal license,authorization,insurance,waiver,permit, qualification or certification required by statute,ordinance,law,or regulation to be held by Grantee to provide the goods or services required by this Contract. Grantee shall be responsible for payment of all taxes, assessments, fees, premiums, permits, and licenses required by law. Grantee shall be responsible for payment of any such government obligations not paid by its Subcontractors during performance of this Contract. 9.5 INDEMNITY A. GRANTEE SHALL DEFEND, INDEMNIFY AND HOLD HARMLESS THE STATE OF TEXAS AND SYSTEM AGENCY. AND/OR THEIR OFFICERS, AGENTS, EMPLOYEES, REPRESENTATIVES, CONTRACTORS, ASSIGNEES, AND/OR DESIGNEES FROM ANY AND ALL LIABILITY, ACTIONS, CLAIMS, DEMANDS, OR SUITS, AND ALL RELATED COSTS, ATTORNEY FEES, AND EXPENSES ARISING OUT OF OR RESULTING FROM ANY ACTS OR OMISSIONS OF GRANTEE OR ITS AGENTS, EMPLOYEES, SUBCONTRACTORS,ORDER FULFILLERS,OR SUPPLIERS OF SUBCONTRACTORS IN THE EXECUTION OR PERFORMANCE OF THE CONTRACT AND ANY PURCHASE ORDERS ISSUED UNDER THE CONTRACT. THE DEFENSE SHALL BE COORDINATED BY GRANTEE WITH THE OFFICE OF THE TEXAS ATTORNEY GENERAL WHEN TEXAS STATE AGENCIES ARE NAMED DEFENDANTS IN ANY LAWSUIT AND GRANTEE MAY NOT AGREE TO ANY SETTLEMENT WITHOUT FIRST OBTAINING THE CONCURRENCE FROM THE OFFICE OF THE TEXAS ATTORNEY GENERAL. GRANTEE AND SYSTEM AGENCY AGREE TO FURNISH TIMELY WRITTEN NOTICE TO EACH OTHER OF ANY SUCH CLAIM. B. THIS PARAGRAPH IS NOT INTENDED TO AND SHALL NOT BE CONSTRUED TO REQUIRE GRANTEE TO INDEMNIFY OR HOLD HARMLESS THE STATE OR THE SYSTEM AGENCY FOR ANY CLAIMS OR LIABILITIES RESULTING FROM THE NEGLEGENT ACTS OR OMISSIONS OF THE SYSTEM AGENCY OR ITS EMPLOYEES. C. For the avoidance of doubt, System Agency shall not Indemnify Grantee or any other entity under the Contract. 9.6 ASSIGNMENTS A. Grantee may not assign all or any pnrtion of its rights under, interests in, or duties required under this Contract withnut prior written imnsent of the System Agency, which may be withheld or granted at the sole discretion of the System Agency. Except where otherwise agreed in writing by the System Agency,assignment will not release Grantee from its obligations under the Contract. B. Grantee understands and agrees the System Agency may in one or more transactions assign,pledge,-or transfer the Contract. This assignment will only be made to another Slate agency or a non-state agency that is contracted to perform agency support. v 2161 Effective 01126/2019 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 9.7 INDEPENDENT CONTRACTOR Grantee and Grantee's employees, representatives, agents, Subcontractors, suppliers, and third-party service providers shall serve as independent contractors in providing the services under the Contract.Neither Grantee nor System Agency is an agent of the other and neither may make any commitments on the other party's behalf.Should Grantee subcontract any of the services required in the Contract,Grantee expressly understands and acknowledges that in entering such suboontract(s), System Agency is in no manner liable to any Subcontractor(s) of Grantee. In no event shall this provision relieve Grantee of the responsibility for ensuring that the services performed under all subcontracts are rendered in compliance with the Contract. Grantee shall have no claim against System Agency for vacation pay,sick leave,retirement benefits,social security,worker's compensation,health or disability benefits,unemployment insurance benefits,or employee benefits of any kind. The Contract shall not create any joint venture, partnership, agency, or employment relationship between Grantee and System Agency. 9.8 TECHNICAL GUIDANCE LETTERS In the sole discretion of the System Agency,and in conformance with federal and state law, the System Agency may issue instructions, clarifications, or interpretations as may be required during work performance in the form of a Technical Guidance Letter(TGL). A TOL must be in writing, and may be delivered by re lar mail electronic mail or facsimile transmission. Any TGL issued by the System Agency will be incorporated into the Contract by reference for all purposes when it is issued. 9.9 DISPUTE RESOLUTION A. The dispute resolution process provided for in Chapter 2260 of the Texas Government Code must be used to attempt to resolve any dispute arising under the Contract. B. If a contract dispute arises that cannot be resolved to the satisfaction of the Parties,either Party may notify the other Party in writing of the dispute. If the Parties are unable to satisfactorily resolve the dispute within fourteen(14)days of the written notification,the Parties must use the dispute resolution process provided for in Chapter 2260 of the Texas Government Code to attempt to resolve the dispute.This provision will not apply to any matter with respect to which either Party may make a decision within its respective sole discretion. 9.10 GOVERNING LAW AND VENUE The Contract shall be governed by and construed in accordance with the laws of the State of Texas,without regard to the conflicts of law provisions.The venue of any suit arising under the Contract is fixed in any court of competent jurisdiction of Travis County,Texas,unless the specific venue is otherwise identified in a statute which directly names or otherwise identifies its applicability to the System Agency. 9.11 SEVERABILrrY If any provision contained in this Contract is held to be unenforceable by a court of law or equity,this Contract shall be construed as if such provision did not exist and the non- HHSC Gmntce Uiiifonn Terms and Condition% i,aee i,or 21 v 2.16.1 - EPrective 0YM019 DocuSign Envelope ID:BCFD99F3-C308-49W922F-40324CCD5024 enforceability of such provision shall not be held to render any other provision or provisions of this Contract unenforceable. 9.12 SURVIVABILrrY Expiration or termination of the Contract for any reason does not release Grantee from any liability or obligation set forth in the Contract that is expressly stated to survive any such expiration or termination,that by its nature would be intended to be applicable following any such expiration or termination, or that is necessary to fulfill the essential purpose of the Contract, including without limitation the provisions regarding warranty, indemnification, confidentiality,and rights and remedies upon termination. 9.13 FORCE MAJEURE Neither Grantee nor System Agency shall be liable to the other for any delay in,or failure of performance, of any requirement included in the Contract caused by force majeure. The existence of such causes of delay or failure shall extend the period of performance until after the causes of delay or failure have been removed provided the non-performing party exercises all reasonable due diligence to perform. Force majeure is defined as acts of God, war,fires, explosions,hurricanes,floods,failure of transportation, or other causes that are beyond the reasonable control of either party and that by exercise of due foresight such party could not reasonably have been expected to avoid, and which, by the exercise of all reasonable due diligence,such party is unable to overcome. 9.14 NO WAIVER OF PROVISIONS The failure of the System Agency to object to or to take affirmative action with respect to any conduct of the Grantee which is in violation or breach of the terms of the Contract shall not be construed as a waiver of the violation or breach,or of any future violation or breach. 9.15 PUBLICITY A. Except as provided in the paragraph below, Grantee must not use the name of, or directly or indirectly refer to, the System Agency, the State of Texas, or any other State agency in any media release,public announcement,or public disclosure relating to the Contract or its subject matter, including in any promotional or marketing materials,customer lists,or business presentations. B. Grantee may publish, at its sole expense, results of Grantee performance under the Contract with the System Agency's prior review and approval, which the System Agency may exercise at its sole discretion.Any publication(written,visual,or sound) will acknowledge the support received from the System Agency and any Federal agency, as appropriate. C. Contractor is prohibited from using the Work for any Contractor or third party marketing, advertising, or promotional activities, without the prior written consent of System Agency. The foregoing prohibition includes, without limitation, the placement of banners,pop-up ads,or other advertisements promoting Contractor's or a third party's products,services, workshops,trainings,or other commercial offerings on any website portal or internet-based service or software application hosted or managed by Contractor as part of the Work. 1lHSC Grnntee Untfonn Terms and Conditions Page 18 of 21 v.2161 Effective 03'2612019 DocuSign Envelope ID:BCFD99F3.0308-4956-922F40324CCD5024 9.16 PROHIBITION ON NON-COMPETE RESTRICTIONS Grantee shall not require any employees or Subcontractors to agree to any conditions, such as non-compete clauses or other contractual arrangements that would limit or restrict such persons or entities from employment or contracting with the State of Texas. 9.17 NoWA1VEROFSOVEREIGN IMMUNITY Nothing in the Contract will be construed as a waiver of the System Agency's or the State's sovereign immunity.This Contract shall not constitute or be construed as a waiver of any of the privileges, rights, defenses, remedies, or immunities available to the System Agency or the State of Texas.The failure to enforce,or any delay in the enforcement,of any privileges,rights,defenses,remedies,or immunities available to the System Agency or the State of Texas under the Contract or under applicable law shall not constitute a waiver of such privileges,rights, defenses, remedies, or immunities or be considered as a basis for estoppel. System Agency does not waive any privileges, rights, defenses, or immunities available to System Agency by entering into the Contract or by its conduct prior to or subsequent to entering into the Contract. 9.18 ENTIRE CONTRACT AND MODIFICATION The Contract constitutes the entire agreement of the Parties and is intended as a complete and exclusive statement of the promises,representations,negotiations,discussions,and other agreements that may have been made in connection with the subject matter hereof. Any additional or conflicting terms in any future document incorporated into the Contract will be harmonized with this Contract to the extent possible. 9.19 COUNTERPARTS This Contract may be executed in any number of counterparts, each of which will be an original,and all such counterparts will together constitute but one and the same Contract. 9.20 PROPERAUTHORrry Each Party represents and warrants that the person executing this Contract on its behalf has full power and authority to enter into this Contract_ 9.21 E-VERIFY PROGRAM Grantee certifies that it utilizes and will continue to utilize the U.S.Department of Homeland Security's E-Verify system to determine the eligibility of- i. all persons employed to perform duties within Texas during the term of the Contract; and ii. all persons, (including subcontractors) assigned by the Grantee to perform work pursuant to the Contract within the United States of America_ 9,22 CIVIL RIGHTS A. Grantee agrees to comply with state and federal anti-discrimination laws,including: i. Title VI of the Civil Rights Act of 1964(42 U.S.C.§2000d el seq.); u. Section 504 of the Rehabilitation Act of 1973(29 U.S.C.§794); iii. Americans with Disabilities Act of 1990(42 U.S.C. §12101 et$eq.); iv. Age Discrimination Act of 1975(42 U.S.C. §§6101-6107); ]{HSC Umntu Clufonn Tcrtns and Conditims I-age 19 of 21 v.2.16.1 Ef cViro 0326!!019 DpcuSign Envelope ID:BCFD99F3-C308-4958-922F-40324CCD5024 v. Title IX of the Education Amendments of 1972(20 U.S.C. §§1681-1688); vi. Food and Nutrition Act of 2008(7 U.S.C. §2011 et seq.),and vii. The System Agency's administrative rules,as set forth in the Texas Administrative Code,to the extent applicable to this Contract. B. Grantee agrees to comply with all amendments to the above-referenced laws, and all requirements imposed by the regulations issued pursuant to these laws. These laws provide in part that no persons in the United States may,on the grounds of race,color, national origin, sex, age, disability, political beliefs, or religion, be excluded from participation in or denied any aid,care,service or other benefits provided by Federal or State funding,or otherwise be subjected to discrimination. C. Grantee agrees to comply with Title VI of the Civil Rights Act of 1964, and its implementing regulations at 45 C.F.R. Part 80 or 7 C.F.R. Part 15, prohibiting a contractor from adopting and implementing policies and procedures that exclude or have the effect of excluding or limiting the participation of clients in its programs, benefits, or activities on the basis of national origin. State and federal civil rights laws require contractors to provide alternative methods for ensuring access to services for applicants and recipients who cannot express themselves fluently in English. Grantee agrees to take reasonable steps to provide services and information,both orally and in writing, in appropriate languages other than English, in order to ensure that persons with limited English proficiency are effectively informed and can have meaningful access to programs,benefits,and activities. D. Grantee agrees to post applicable civil rights posters in areas open to the public informing clients of their civil rights and including contact information for-the HHS Civil Rights Office. The posters are available on the HHS website at: hog:/Ihhscx.hhsatexas.aovaystem-support-services+civil-riahts;publications E. Grantee agrees to comply with Executive Order 13279, and its implementing regulations at 45 C.F.R. Part 87 or 7 C.F.R. Part 16. These provide in part that any organization that participates in programs funded by direct financial assistance from the United States Department of Agriculture or the United States Department of Health and Human Services shall not discriminate against a program beneficiary or prospective program beneficiary on the basis of religion or religious belief. F. Upon request, Grantee shall provide HHSC's Civil Rights Office with copies of the Grantee's civil rights policies and procedures. G. Grantee must notify HHSC's Civil Rights Office of any civil rights complaints received relating to its performance under this Contract. This notice must be delivered no more than ten (10)calendar days after receipt of a complaint. Notice provided pursuant to this section must be directed to: HHSC Civil Rights Office 701 W. 511 Street,Mail Code W206 Austin,Texas 78751 Phone Toll Free:(888)388-6332 Phone:(512)438-4313 TTY Toll Free:(877)432-7232 Fax:(512)438-5885. W ISC Gram«Urdfonn-'erns and ondit`ons Pa¢e 20 of 21 v.2.16.1 - Eiralive 0772612019 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 9.23 SySrEM AGENCY DATA As between the Parties, all data and information acquired,accessed, or made available to Contractor by or through System Agency or System Agency contractors, including all electronic data generated, processed,transmitted,or stored by Contractor in the course of providing data processing services in connection with Contractor's performance hereunder, (the"System Agency Data',is owned solely by System Agency.Contractor has no right or license to use,analyze,aggregate,transmit,create derivatives of,copy,disclose,or process the System Agency Data except as required for Contractor to fulfill its obligations under the Contract or as authorized in advance in writing by System Agency. For the avoidance of doubt,Contractor is expressly prohibited from using,and from permitting any third party to use,System Agency Data for marketing,research,or other non-governmental or commercial purposes,without the prior written consent of System Agency. i msc Gmmc uW ronn ennsand:%oncGhms Page 21 of 21 v 2161 Eftaivo 03!2612019 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 TEXAS +•� Health and Haman Services FEDERAL ASSURANCES FOR NON-CONSTRUCTION PROJECT AND FEDERAL LOBBYING FORM DocuSign Envelope ID-BCFD99F3-C308-4956-922F-40324CCD5024 OMB Number:4040-0007 Expiration Date:01/31/2019 ASSURANCES -NON-CONSTRUCTION PROGRAMS Public reporting burden for this collection of information is estimated to average 15 minutes per response,including time for reviewing instructions,searching existing data sources,gathering and maintaining the data needed,and completing and reviewing the collection of information.Send comments regarding the burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden,to the Office of Management and Budget, Paperwork Reduction Project(0348-0040),Washington, DC 20503. PLEASE DO NOT RETURN YOUR COMPLETED FORM TO THE OFFICE OF MANAGEMENT AND BUDGET. SEND IT TO THE ADDRESS PROVIDED BY THE SPONSORING AGENCY. NOTE: Certain of these assurances may not be applicable to your project or program. If you have questions, please contact the awarding agency. Further,certain Federal awarding agencies may require applicants to certify to additional assurances. If such is the case,you wi'l be notified. As the duly authorized representative of the applicant,I certify that the applicant: 1. Has the legal authority to apply for Federal assistance Act of 1973, as amended(29 U.S.C. §794),which and the institutional,managerial and financ al capab-lity prohibits discrimination on the basis of handicaps; (d) (including funds sufficient to pay the non-Federal share the Age Discrimination Act of 1975, as amended(42 U. of project cost)to ensure proper planning. management S.C. §§6101-6107),which prohibits discrimination on and completion of the project described:n this the basis of age;(e)the Drug Abuse Office and application. Treatment Act of 1972(P.L.92-255),as amended, relating to nondiscrimination on the basis of drug 2. Will give the awarding agency the Comptrol'er General abuse, (f)the Comprehensive Alcohol Abuse and of the United States and, if appropriate. the State, Alcohol-sm Prevention,Treatment and Rehabilitation through any authorized representative, access to and Act of 1970(P.L.91-616),as amended,relating to the right to examine all records.books, papers.or nondiscrimination on the basis of alcohol abuse or documents re!ated to the award and w,ll establish a alcoholism;(g)§§523 and 527 of the Public Health proper accounting system -n accordance with generally Service Act of 1912(42 U.S.C.§§290 dd-3 and 290 accepted accounting standards or agency directives. ee-3),as amended,relating to confidentiality of alcohol and drug abuse patient records;(h)Title VIII of the Civil 3. Will establish safeguards to prohibit employees from Rights Act of 1968(42 U.S.C.§§3601 et seq.), as using their positions for a purpose that constitutes or amended,relating to nondiscrimination in the sale, presents the appearance of personal or organizational rental or financing of housing; (i)any other conflict of interest.or personal gain. nondiscrimination provisions in the specific statute(s) under which application for Federal assistance is being 4. Will initiate and complete the work within the applicable made;and,(j)the requirements of any other nondiscrimination statute(s)which may apply to the time frame after receipt of approval of the awarding application. agency. 7. Will comply,or has already complied,with the 5. Will comply with the Intergovernmental Personne'Act of requirements of Titles II and III of the Uniform 1970(42 U.S.C.§§4728-4763)relating to prescribed Re'ocation Assistance and Real Property Acquisition standards for merit systems for programs funded under Policies Act of 1970(P.L.91-646)which provide for one of the 19 statuses or regulations specified in fair and equitable treatment of persons displaced or Appendix A of OPM's Standards for a Merit System of whose property is acquired as a result of Federal or Personnel Administration(5 C.F.R. 900 Subpart F) federally-assisted programs.These requirements apply to all interests in real property acquired for 6. Will comply with all Federal statutes relating to project purposes regardless of Federal participation in nondiscriminaton.These include but are not limited to: purchases. (a)Title VI of the Civil Rights Act of 1964(P.L 88-352) which prohibits discrimination on the basis of race,color 8 Wil;comply, as applicable,with provisions of the or national origin;(b)Title IX of the Education Hatch Act(5 U.S.C.§§1501-1508 and 7324-7328) Amendments of 1972: as amended(20 U.S.C.§§1681- which!imit the political activities of employees whose 1683, and 1685-1686),which prohibits discrim nation-on principal employment activities are funded in whole the basis of sex; (c)Section 504 of the Rehabilitation or in part with Federal funds. Previous Edition Usable Standard Form 4248(Rev.7-97) Authorized for Local Reproduction Prescribed by OMB Circular A-102 DocuSign Envelope ID:BCFD99F3-C308-4956-922F-40324CCD5024 DATA USE AGREEMENT BETWEEN THE TEXAS HEALTH AND HUMAN SERVICES SYSTEM AND CONTRACTOR This Data Use Agreement("DUA") is effective as of the date of the Base Contract into which it is incorporated("Effective Date"), by and between the Texas Health and Human Services System,which includes the Texas Health and Human Services Commission and the Department of State Health Services ("HHS")and Contractor(the"Base Contract"). ARTICLE 1. PURPOSE;APPLICABILITY;ORDER OF PRECEDENCE The purpose of this DUA is to facilitate access to, creation, receipt, maintenance, use, disclosure or transmission of Confidential Information with Contractor,and describe Contractor's rights and obligations with respect to the Confidential Information and the limited purposes for which the Contractor may create, receive,maintain,use,disclose or have access to Confidential Information. This DUA also describes HHS's remedies in the event of Contractor's noncompliance with its obligations under this DUA. This DUA applies to both HHS business—associates, as "business associate" is defined in the Health Insurance Portability and Accountability Act(HIPAA) and contractors who are not business associates,who create, receive,maintain,use,disclose or have access to Confidential Information on behalf of HHS, its programs or clients as described in the Base Contract. As a best practice,HHS requires its contractors to comply with the terms of this DUA to safeguard all types of Confidential Information. As of the Effective Date of this DUA,if any provision of the Base Contract conflicts with this DUA, this DUA controls. ARTICLE 2. DEFINITIONS For the purposes of this DUA,capitalized, underlined terms have the following meanings: "Authorized Purgose"means the specific purpose or purposes described in the Base Contract for Contractor to fulfill its obligations under the Base Contract,or any other purpose expressly authorized by HHS in writing in advance. "Authorized User"means a person: (1) Who is authorized to create, receive, maintain, have access to, process, view, handle, examine, interpret,or analyze Confidential Information pursuant to this DUA; (2) For whom Contractor warrants and represents has a demonstrable need to create, receive, maintain, use,disclose or have access to the Confidential Information;and (3) Who has agreed in writing to be bound by the disclosure and use limitations pertaining to the Confidential Information as required by this DUA. "Breach" means an impermissible use or disclosure of electronic or non-electronic sensitive personal information by an unauthorized person or for an unauthorized purpose that compromises the security or GOVERNMENTAL ENTITY VERSION HHS Data Use Agreement v.8.5 October 23,2019 1 of 11 DocuSign Envelope ID: BCFD99F3-C308-4956-922F-40324CCD5024 privacy of Confidential Information such that the use or disclosure poses a risk of reputational harm, theft of financial information, identity theft, or medical identity theft. Any acquisition, access, use, disclosure or loss of Confidential Information other than as permitted by this DUA shall be presumed to be a Breach unless Contractor demonstrates, based on a risk assessment, that there is a low probability that the Confidential Information has been compromised. "Confidential Information" means any communication or record (whether oral, written, electronically stored or transmitted, or in any other form) provided to or made available to Contractor or that Contractor may create, receive, maintain, use, disclose or have access to on behalf of HHS that consists of or includes any or all of the following: (1) Education records as defined in the Family Educational Rights and Privacy Act, 20 U.S.C. §1232g; 34 C.F.R. Part 99 (2) Federal Tax Information as defined in Internal Revenue Code §6103 and Internal Revenue Service Publication 1075; (3) Personal Identifying Information (LID as defined in Texas Business and Commerce Code, Chapter 521; (4) Protected Health Information (PHI) in any form including without limitation, Electronic Protected Health Information or Unsecured Protected Health Information as defined in 45 C.F.R. § 160.103; (5) Sensitive Personal Information (SM as defined in Texas Business and Commerce Code, Chapter 521; (6) Social Security Administration Data, including, without limitation, Medicaid information means disclosures of information made by the Social Security Administration or the Centers for Medicare and Medicaid Services from a federal system of records for administration of federally funded benefit programs under the Social Security Act, 42 U.S.C., Chapter 7; (7) All privileged work product; (8) All information designated as confidential under the constitution and laws of the State of Texas and of the United States, including the Texas Health & Safety Code and the Texas Public Information Act, Texas Government Code, Chapter 552. "Destroy", "Destruction", for Confidential Information, means: (1) Paper, film, or other hard copy media have been shredded or destroyed such that the Confidential Information cannot be read or otherwise cannot be reconstructed. Redaction is specifically excluded as a means of data destruction. (2) Electronic media have been cleared, purged, or destroyed consistent with NIST Special Publication 800-88, "Guidelines for Media Sanitization," such that the Confidential Information cannot be retrieved. "Discover, Discovery" means the first day on which a Breach becomes known to Contractor, or, by exercising reasonable diligence would have been known to Contractor. GOVERNMENTAL ENTITY VERSION HHS Data Use Agreement v.8.5 October 23, 2019 2ofII DocuSign Envelope ID BCFD99F3-C308-4956-922F-40324CCD5024 "Legally Authorized Representative" of an individual, including as provided in 45 CFR 435.923 (authorized representative); 45 CFR 164.502(g)(1) (personal representative); Tex. Occ. Code § 151.002(6); Tex. H. & S. Code § 166.164 (medical power of attorney); and Texas Estates Code § 22.031 (representative). "Required by Law" means a mandate contained in law that compels an entity to use or disclose Confidential Information that is enforceable in a court of law, including court orders, warrants, subpoenas or investigative demands. "Subcontractor" means a person who contracts with a prime contractor to work, to supply commodities, or to contribute toward completing work for a governmental entity. "Workforce" means employees, volunteers, trainees or other persons whose performance of work is under the direct control of a party, whether or not they are paid by that party. ARTICLE 3. CONTRACTOR'S DUTIES REGARDING CONFIDENTIAL INFORMATION Section 3.01 Obligations of Contractor Contractor agrees that: (A) With respect to PHI, Contractor shall: (1) Make PHI available in a designated record set if requested by HHS, if Contractor maintains PHI in a designated record set, as defined in HIPAA. (2) Provide to HHS data aggregation services related to the healthcare operations Contractor performs for HHS pursuant to the Base Contract, if requested by HHS, if Contractor provides data aggregation services as defined in HIPAA. (3) Provide access to PH[ to an individual who is requesting his or her own PHI, or such individual's Legally Authorized Representative, in compliance with the requirements of HIPAA. (4) Make PHI available to HHS for amendment, and incorporate any amendments to PHI that HHS directs, in compliance with HIPAA. (5) Document and make available to HHS, an accounting of disclosures in compliance with the requirements of HIPAA. (6) If Contractor receives a request for access, amendment or accounting of PHI by any individual, promptly forward the request to HHS or, if forwarding the request would violate HIPAA, promptly notify HHS of the request and of Contractor's response. HHS will respond to all such requests, unless Contractor is Required by Law to respond or HHS has given prior written consent for Contractor to respond to and account for all such requests. (B) With respect to ALL Confidential Information, Contractor shall: (1) Exercise reasonable care and no less than the same degree of care Contractor uses to protect its own confidential, proprietary and trade secret information to prevent Confidential Information from being used in a manner that is not expressly an Authorized Purpose or as Required by Law. Contractor will access, create, maintain, receive, use, disclose, transmit or Destroy Confidential Information in a secure fashion that protects against any reasonably anticipated threats or hazards to the security or integrity of such information or unauthorized uses. GOVERNMENTAL ENTITY VERSION HHS Data Use Agreement v.8.5 October 23, 2019 3ofII DocuSign Envelope ID: BCFD99F3-C308-4956-922F-40324CCD5024 (2) Establish, implement and maintain appropriate procedural, administrative, physical and technical safeguards to preserve and maintain the confidentiality, integrity, and availability of the Confidential Information, in accordance with applicable laws or regulations relating to Confidential Information, to prevent any unauthorized use or disclosure of Confidential Information as long as Contractor has such Confidential Information in its actual or constructive possession. (3) Implement, update as necessary, and document privacy, security and Breach notice policies and procedures and an incident response plan to address a Breach, to comply with the privacy, security and breach notice requirements of this DUA prior to conducting work under the Base Contract. Contractor shall produce, within three business days of a request by HHS, copies of its policies and procedures and records relating to the use or disclosure of Confidential Information. (4) Obtain HHS's prior written consent to disclose or allow access to any portion of the Confidential Information to any person, other than Authorized Users, Workforce or Subcontractors of Contractor who have completed training in confidentiality, privacy, security and the importance of promptly reporting any Breach to Contractor's management and as permitted in Section 3.01(A)(3), above. Contractor shall produce evidence of completed training to HHS upon request. HHS, at its election, may assist Contractor in training and education on specific or unique HHS processes, systems and/or requirements. All of Contractor's Authorized Users, Workforce and Subcontractors with access to a state computer system or database will complete a cybersecurity training program certified under Texas Government Code Section 2054.519 by the Texas Department of Information Resources. (5) Establish, implement and maintain appropriate sanctions against any member of its Workforce or Subcontractor who fails to comply with this DUA, the Base Contract or applicable law. Contractor shall maintain evidence of sanctions and produce it to HHS upon request. (6) Obtain prior written approval of HHS, to disclose or provide access to any Confidential Information on the basis that such act is Required by Law, so that HHS may have the opportunity to object to the disclosure or access and seek appropriate relief. If HHS objects to such disclosure or access, Contractor shall refrain from disclosing or providing access to the Confidential Information until HHS has exhausted all alternatives for relief. (7) Certify that its Authorized Users each have a demonstrated need to know and have access to Confidential Information solely to the minimum extent necessary to accomplish the Authorized Purpose and that each has agreed in writing to be bound by the disclosure and use limitations pertaining to the Confidential Information contained in this DUA. Contractor and its Subcontractors shall maintain at all times an updated, complete, accurate list of Authorized Users and supply it to HHS upon request. (8) Provide, and shall cause its Subcontractors and agents to provide, to HHS periodic written confirmation of compliance with controls and the terms and conditions of this DUA. (9) Return to HHS or Destro , at HHS's election and at Contractor's expense, all Confidential Information received from HHS or created or maintained by Contractor or any of Contractor's agents or Subcontractors on HHS's behalf upon the termination or expiration of this DUA, if reasonably feasible and permitted by law. Contractor shall certify in writing to HHS that all such Confidential Information has been Destroyed or returned to HHS, and that Contractor and its agents and Subcontractors have retained no copies thereof. Notwithstanding the foregoing, Contractor acknowledges and agrees that it may not Destroy any Confidential Information if federal or state law, or HHS record retention policy or a litigation hold notice prohibits such Destruction. If such return or Destruction is not reasonably feasible, or is GOVERNMENTAL ENTITY VERSION HHS Data Use Agreement v.8.5 October 23, 2019 4of11 DocuSign Envelope 10. BCFD99F3-C308-4958-922F-40324CCD5024 impermissible by law, Contractor shall immediately notify HHS of the reasons such return or Destruction is not feasible and agree to extend the protections of this DUA to the Confidential Information for as long as Contractor maintains such Confidential Information. (10) Complete and return with the Base Contract to HHS, attached as Attachment 2 to this DUA, the HHS Security and Privacy Initial Inquiry (SPI) at httns://hhs.texas.gov:"laws- r_egulationslforms/miscellaneous/hhs-information-security_privacy-initial-inquiry-ssli. The SPI identifies basic privacy and security controls with which Contractor must comply to protect Confidential Information. Contractor shall comply with periodic security controls compliance assessment and monitoring by HHS as required by state and federal law, based on the type of Confidential Information Contractor creates, receives, maintains, uses, discloses or has access to and the Authorized Purpose and level of risk. Contractor's security controls shall be based on the National Institute of Standards and Technology (MIST) Special Publication 800-53. Contractor shall update its security controls assessment whenever there are significant changes in security controls for HHS Confidential Information and shall provide the updated document to HHS. HHS also reserves the right to request updates as needed to satisfy state and federal monitoring requirements. (11) Comply with the HHS Acceptable Use Policy (AUP) and require each Subcontractor and Workforce member who has direct access to HHS Information Resources, as defined in the AUP, to execute an HHS Acceptable Use Agreement. (12) Only conduct secure transmissions of Confidential Information whether in paper, oral or electronic form. A secure transmission of electronic Confidential Information in motion includes secure File Transfer Protocol (SFTP) or encryption at an appropriate level as required by rule, regulation or law. Confidential Information at rest requires encryption unless there is adequate administrative, technical, and physical security as required by rule, regulation or law. All electronic data transfer and communications of Confidential Information shall be through secure systems. Contractor shall provide proof of system, media or device security and/or encryption to HHS no later than 48 hours after HHS's written request in response to a compliance investigation, audit, or the Discovery of a Breach. HHS may also request production of proof of security at other times as necessary to satisfy state and federal monitoring requirements. Deidentification of Confidential Information in accordance with HIPAA de -identification standards is deemed secure. (13) Designate and identify a person or persons, as Privacy Official and Information Security Official, each of whom is authorized to act on behalf of Contractor and is responsible for the development and implementation of the privacy and security requirements in this DUA. Contractor shall provide name and current address, phone number and e-mail address for such designated officials to HHS upon execution of this DUA and prior to any change. Upon written notice from HHS, Contractor shall promptly remove and replace such official(s) if such official(s) is not performing the required functions. (14) Make available to HHS any information HHS requires to fulfill HHS's obligations to provide access to, or copies of, Confidential Information in accordance with applicable laws, regulations or demands of a regulatory authority relating to Confidential Information. Contractor shall provide such information in a time and manner reasonably agreed upon or as designated by the applicable law or regulatory authority. (15) Comply with the following laws and standards if applicable to the type of Conadendal Information and Contractor's Authori ed Pur ose: GOVERNMENTAL ENTITY VERSION HHS Data Use Agreement v.8.5 October 23, 2019 5ofII DocuSign Envelope ID: BCFD99F3-C308-4958-922F-40324CCD5024 • Title 1, Part 10, Chapter 202, Subchapter B, Texas Administrative Code; • The Privacy Act of 1974; • OMB Memorandum 17-12; • The Federal Information Security Management Act of 2002 (FISMA); • The Health Insurance Portability and Accountability Act of 1996 (HIPAA ; • Internal Revenue Publication 1075 — Tax Information Security Guidelines for Federal, State and Local Agencies; • National Institute of Standards and Technology (MIST) Special Publication 800-66 Revision 1 — An Introductory Resource Guide for Implementing the Health Insurance Portability and Accountability Act (HIPAA) Security Rule; • NIST Special Publications 800-53 and 800-53A — Recommended Security Controls for Federal Information Systems and Organizations, as currently revised; • NIST Sgecial Publication 800-47 — Security Guide for Interconnecting Information Technology Systems; • NIST Special Publication 800-88, Guidelines for Media Sanitization, • NIST Special Publication 800-111, Guide to Storage of Encryption Technologies for End User Devices containing PHI; • Family Educational Rights and Privacy Act • Texas Business and Commerce Code Chapter 521 • Any other State or Federal law, regulation, or administrative rule relating to the specific HHS program area that Contractor supports on behalf of HHS. (16) Be permitted to use or disclose Confidential Information for the proper management and administration of Contractor or to carry out Contractor's legal responsibilities, except as otherwise limited by this DUA, the Base Contract, or law applicable to the Confidential Information, if: (a) Disclosure is Required by Law; (b) Contractor obtains reasonable assurances from the person to whom the information is disclosed that the person shall: 1. Maintain the confidentiality of the Confidential Information in accordance with this DUA; 2. Use or further disclose the information only as Required by Law or for the Authorized Purpose for which it was disclosed to the person; and 3. Notify Contractor in accordance with Section 4.01 of a Breach of Confidential Information that the person Discovers or should have Discovered with the exercise of reasonable diligence. GOVERNMENTAL ENTITY VERSION HHS Data Use Agreement v.8.5 October 23, 2019 6 of 11 DocuSign Envelope ID: BCFD99F3-C308-4856-922F-40324CCD5024 (C) With respect to ALL Confidential Information, Contractor shall NOT: (1) Attempt to re -identify or further identify Confidential Information that has been deidentified or attempt to contact any persons whose records are contained in the Confidential Information, except for an Authorized Purpose, without express written authorization from HHS. (2) Engage in prohibited marketing or sale of Confidential Information. (3) Permit, or enter into any agreement with a Subcontractor to, create, receive, maintain, use, disclose, have access to or transmit Confidential Information, on behalf of HHS without requiring that Subcontractor first execute either the Form Subcontractor Agreement, Attachment 1, or Contractor's own Subcontractor agreement that ensures that the Subcontractor shall comply with the same safeguards and restrictions contained in this DUA for Confidential Information. Contractor is directly responsible for its Subcontractors' compliance with, and enforcement of, this DUA. ARTICLE 4. BREACH NOTICE, REPORTING AND CORRECTION REQUIREMENTS Section 4.01. Cooperation and Financial Responsibility. (A) Contractor shall, at Contractor's expense, cooperate fully with HHS in investigating, mitigating to the extent practicable, and issuing notifications as directed by HHS, for any Breach of Confidential Information. (B) Contractor shall make Confidential Information in Contractor's possession available pursuant to the requirements of HIPAA or other applicable law upon a determination of a Breach. (C) Contractor's obligation begins at the Discovery of a Breach and continues as long as related activity continues, until all effects of the Breach are mitigated to HHS's satisfaction (the "incident response period"). Section 4.02. Initial Breach Notice. For federal information obtained from a federal system of records, including Federal Tax Information and Social Security Administration Data (which includes Medicaid and other governmental benefit program Confidential Information), Contractor shall notify HHS of the Breach within the first consecutive clock hour of Discovery. The Base Contract shall specify whether Confidential Information is obtained from a federal system of records. For all other types of Confidential Information Contractor shall notify HHS of the Breach not more than 24 hours after Discovery, or in a timeframe otherwise approved by NHS in writing. Contractor shall initially report to HHS's Privacy and Security Officers via email at: privacy(a,HHSC.state.tx.us and to the HHS division responsible for the Base Contract. Contractor shall report all information reasonably available to Contractor about the Breach. Contractor shall provide contact information to HHS for Contractor's single point of contact who will communicate with HHS both on and off business hours during the incident response period. Section 4.03 Third Business Day Notice: No later than 5 p.m. on the third business day after Discovery. or a time within which Discovery reasonably should have been made by Contractor of a Breach of Confidential Information, Contractor shall provide written notification to HHS of all reasonably available information about the Breach, and Contractor's investigation, including, to the extent known to Contractor: a. The date the Breach occurred; GOVERNMENTAL ENTITY VERSION HHS Data Use Agreement v.8.5 October 23, 2019 7of11 DocuSign Envelope ID: BCFD99F3-C308-4956-922F-40324CCD5024 b. The date of Contractor's and, if applicable, Subcontractor's Discovery; c. A brief description of the Breach, including how it occurred and who is responsible (or hypotheses, if not yet determined); d. A brief description of Contractor's investigation and the status of the investigation; e. A description of the types and amount of Confidential Information involved; f. Identification of and number of all individuals reasonably believed to be affected, including first and last name of the individual and if applicable, the Legally authorized representative, last known address, age, telephone number, and email address if it is a preferred contact method; g. Contractor's initial risk assessment of the Breach demonstrating whether individual or other notices are required by applicable law or this DUA for HHS approval, including an analysis of whether there is a low probability of compromise of the Confidential Information or whether any legal exceptions to notification apply; h. Contractor's recommendation for HHS's approval as to the steps individuals and/or Contractor on behalf of individuals, should take to protect the individuals from potential harm, including Contractor's provision of notifications, credit protection, claims monitoring, and any specific protections for a Legally Authorized Representative to take on behalf of an individual with special capacity or circumstances; i. The steps Contractor has taken to mitigate the harm or potential harm caused (including without limitation the provision of sufficient resources to mitigate); j. The steps Contractor has taken, or will take, to prevent or reduce the likelihood of recurrence of a similar Breach; k. Identify, describe or estimate of the persons, Workforce, Subcontractor, or individuals and any law enforcement that may be involved in the Breach; I. A reasonable schedule for Contractor to provide regular updates regarding response to the Breach, but no less than every three (3) business days, or as otherwise directed by HHS in writing, including information about risk estimations, reporting, notification, if any, mitigation, corrective action, root cause analysis and when such activities are expected to be completed; and m. Any reasonably available, pertinent information, documents or reports related to a Breach that HHS requests following Discovery. Section 4.04. Investigation, Resoonse and Mitigation. (A) Contractor shall immediately conduct a full and complete investigation, respond to the Breach, commit necessary and appropriate staff and resources to expeditiously respond, and report as required to HHS for incident response purposes and for purposes of HHS's compliance with report and notification requirements, to the satisfaction of HHS. (B) Contractor shall complete or participate in a risk assessment as directed by HHS following a Breach, and provide the final assessment, corrective actions and mitigations to HHS for review and approval. GOVERNMENTAL ENTITY VERSION HHS Data Use Agreement v.8.5 October 23, 2019 8of11 DocuSign Envelope iD: BCFD99F3-C308-4956-922F-40324CCD5024 (C) Contractor shall fully cooperate with HHS to respond to inquiries and/or proceedings by state and federal authorities, persons and/or individuals about the Breach. (D) Contractor shall fully cooperate with HHS's efforts to seek appropriate injunctive relief or otherwise prevent or curtail such Breach, or to recover or protect any Confidential Information, including complying with reasonable corrective action or measures, as specified by HHS in a Corrective Action Plan if directed by HHS under the Base Contract. Section 4.05. Breach Notification to Individuals and Reporting to Authorities; (A) HHS may direct Contractor to provide Breach notification to individuals, regulators or third -parties, as specified by HHS following a Breach. (B) Contractor must comply with all applicable legal and regulatory requirements in the time, manner and content of any notification to individuals, regulators or third -parties, or any notice required by other state or federal authorities, including without limitation, notifications required by Texas Business and Commerce Code, Chapter 521.053(b) and HIPAA. Notice letters will be in Contractor's name and on Contractor's letterhead, unless otherwise directed by HHS, and will contain contact information, including the name and title of Contractor's representative, an email address and a toll -free telephone number, for the individual to obtain additional information. (C) Contractor shall provide HHS with draft notifications for HHS approval prior to distribution and copies of distributed and approved communications. (D) Contractor shall have the burden of demonstrating to the satisfaction of HHS that any required notification was timely made. If there are delays outside of Contractor's control, Contractor shall provide written documentation to HHS of the reasons for the delay. (E) If HHS directs Contractor to provide notifications, HHS shall, in the time and manner reasonably requested by Contractor, cooperate and assist with Contractor's information requests in order to make such notifications. ARTICLE 5. GENERAL PROVISIONS Section 5.01 Ownershiip of Confidential Information Contractor acknowledges and agrees that the Confidential Information is and shall remain the property of HHS. Contractor agrees it acquires no title or rights to the Confidential Information. Section 5.02 HHS Commitment and Obligations HHS wiI I not request Contractor to create, maintain, transmit, use or disclose PHI in any manner that would not be permissible under applicable law if done by HHS. Section 5.03 HHS Right to Inspection At any time upon reasonable notice to Contractor, or if HHS determines that Contractor has violated this DUA, HHS, directly or through its agent, will have the right to inspect the facilities, systems, books and records of Contractor to monitor compliance with this DUA. For purposes of this subsection, HHS's agent(s) include, without limitation, the HHS Office of the Inspector General, the Office of the Attorney General of Texas, the State Auditor's Office, outside consultants, legal counsel or other designee. GOVERNMENTAL ENTITY VERSION HHS Data Use Agreement v.8.5 October 23, 2019 9ofil DocuSign Envelope ID: BCFD99F3-C308-4956-922F-40324CCD5024 Section 5.04 Term; Termination of DUA; Survival This DUA wilt be effective on the date on which Contractor executes the Base Contract and will terminate upon termination of the Base Contract and as set forth herein. If the Base Contract is extended, this DUA is extended to run concurrent with the Base Contract. (A) If HHS determines that Contractor has violated a material term of this DUA; HHS may in its sole discretion: (1) Exercise any of its rights including but not limited to reports, access and inspection under this DUA and/or the Base Contract; or (2) Require Contractor to submit to a corrective action plan, including a plan for monitoring and plan for reporting as HHS may determine necessary to maintain compliance with this DUA; or (3) Provide Contractor with a reasonable period to cure the violation as determined by HHS; or (4) Terminate the DUA and Base Contract immediately and seek relief in a court of competent jurisdiction in Travis County, Texas. Before exercising any of these options, HHS will provide written notice to Contractor describing the violation and the action it intends to take. (B) If neither termination nor cure is feasible, HHS shall report the violation to the applicable regulatory authorities. (C) The duties of Contractor or its Subcontractor under this DUA survive the expiration or termination of this DUA until all the Confidential Information is Destroyed or returned to HHS, as required by this DUA. Section 5.05 Injunctive Relief (A) Contractor acknowledges and agrees that HHS may suffer irreparable injury if Contractor or its Subcontractor fails to comply with any of the terms of this DUA with respect to the Confidential Information or a provision of HIPAA or other laws or regulations applicable to Confidential Information. (B) Contractor further agrees that monetary damages may be inadequate to compensate HHS for Contractor's or its Subcontractor's failure to comply. Accordingly, Contractor agrees that HHS will, in addition to any other remedies available to it at law or in equity, be entitled to seek injunctive relief without posting a bond and without the necessity of demonstrating actual damages, to enforce the terms of this DUA. Section 5.06 Indemnification To the extent permitted by the Texas Constitution, laws and rules, and without waiving any immunities or defenses available to CONTRACTOR as a governmental entity, Contractor shall indemnify, defend and hold harmless HHS and its respective Executive Commissioner, employees, Subcontractors, agents (including other state agencies acting on behalf of HHS) or other members of HHS' Workforce (each of the foregoing hereinafter referred to as "Indemnified Party") against all actual and direct losses suffered by the Indemnified Party and all liability to third parties arising from or in connection with any breach of this DUA or from any acts or omissions related to this DUA by Contractor or its employees, directors, officers, GOVERNMENTAL ENTITY VERSION HHS Data Use Agreement v.8.5 October 23, 2019 10 of 11 DocuSign Envelope ID: BCFD99F3-C308-4956-922F-40324CCD5024 Subcontractors, or agents or other members of Contractor's Workforce. The duty to indemnify, defend and hold harmless is independent of the duty to insure. Upon demand, Contractor shall reimburse HHS for any and all losses, liabilities, lost profits, fines, penalties, costs or expenses (including costs of required notices, investigation, and mitigation of a Breach, fines or penalties imposed on an Indemnified Party by a regulatory authority, and reasonable attorneys' fees) which may be imposed upon any Indemnified Party to the extent caused by and which results from the Contractor's failure to meet any of its obligations under this DUA. Contractor's obligation to defend, indemnify and hold harmless any Indemnified Party will survive the expiration or termination of this DUA. Section 5.07 Insurance (A) As a governmental entity, CONTRACTOR either maintains commercial insurance or self - insures with policy limits in an amount sufficient to cover CONTRACTOR's liability arising under this DUA. CONTRACTOR will either require that the policy name HHS as an additional insured or assign any payments from the insurer related to CONTRACTOR's liability arising under this DUA directly to HHS. HHSC reserves the right to consider alternative means for CONTRACTOR to satisfy CONTRACTOR's financial responsibility under this DUA. Nothing herein shall relieve CONTRACTOR of its financial obligations set forth in this DUA if CONTRACTOR fails to maintain insurance. (B) Contractor shall provide HHS with written proof that required insurance coverage is in effect, at the request of HHS. Section 5.08 Entirety of the Contract This DUA is incorporated by reference into the Base Contract and, together with the Base Contract, constitutes the entire agreement between the parties. No change, waiver, or discharge of obligations arising under those documents will be valid unless in writing and executed by the party against whom such change, waiver, or discharge is sought to be enforced. Section 5.09 Automatic Amendment and Interpretation Upon the effective date of any amendment or issuance of additional regulations to any law applicable to Confidential Information, this DUA will automatically be amended so that the obligations imposed on HHS and/or Contractor remain in compliance with such requirements. Any ambiguity in this DUA will be resolved in favor of a meaning that permits HHS and Contractor to comply with laws applicable to Confidential Information. Section 5.10 Notices, Requests for Approval All notices and requests for approval related to this DUA must be directed to the HHS Chief Privacy Officer at rivac hhsc.state.tx.us. GOVERNMENTAL ENTITY VERSION HHS Data Use Agreement v.8.5 October 23, 2019 11 of 11 DocuSign Envelope ID: BCFD99F3-C308-4956-922F-40324CCD5024 ATTACHMENT I. SUBCONTRACTOR AGREEMENT FORM HHS CONTRACT NUMBER The DUA between HHS and Contractor establishes the permitted and required uses and disclosures of Confidential Information by Contractor. Contractor has subcontracted with (Subcontractor) for performance of duties on behalf of CONTRACTOR which are subject to the DUA. Subcontractor acknowledges, understands and agrees to be bound by the same terms and conditions applicable to Contractor under the DUA, incorporated by reference in this Agreement, with respect to HHS Confidential Information. Contractor and Subcontractor agree that HHS is a third -party beneficiary to applicable provisions of the subcontract. HHS has the right, but not the obligation, to review or approve the terms and conditions of the subcontract by virtue of this Subcontractor Agreement Form. Contractor and Subcontractor assure HHS that any Breach as defined by the DUA that Subcontractor Discovers shall be reported to HHS by Contractor in the time, manner and content required by the DUA. If Contractor knows or should have known in the exercise of reasonable diligence of a pattern of activity or practice by Subcontractor that constitutes a material breach or violation of the DUA or the Subcontractor's obligations, Contractor shall: 1. Take reasonable steps to cure the violation or end the violation, as applicable; 2. if the steps are unsuccessful, terminate the contract or arrangement with Subcontractor, if feasible; 3. Notify HHS immediately upon Discovery of the pattern of activity or practice of Subcontractor that constitutes a material breach or violation of the DUA and keep HHS reasonably and regularly informed about steps Contractor is taking to cure or end the violation or terminate Subcontractor's contract or arrangement. This Subcontractor Agreement Form is executed by the parties in their capacities indicated below. CONTRACTOR BY: NAME: TITLE: SUBCONTRACTOR BY: NAME: TITLE: DATE , 201 . DATE: HHS Data Use Agreement v. 8.5 DocuSign Envelope ID: BCFD99F3-C308-4956-922F-40324CCD5024 Attachment 2- Security and Privacy Initial Inquiry [Attach Completed SPI Here] DocuSign Envelope ID: BCFD99F3-C308-4956-922F-40324CCD5024 9. Will comply, as applicable, with the provisions of the Davis- 13. Will assist the awarding agency in assuring compliance Bacon Act (40 U.S.C. §§276a to 276a-7), the Copeland Act with Section 106 of the National Historic Preservation (40 U.S.C. §276c and 18 U.S.C. §874), and the Contract Act of 1966, as amended (16 U.S.C. §470). EO 11593 Work Hours and Safety Standards Act (40 U.S.C. §§327- (identification and protection of historic properties), and 333), regarding labor standards for federally -assisted the Archaeological and Historic Preservation Act of construction subagreements. 1974 (16 U S.C. §§469a-1 et seq.). 10. Will comply, if applicable, with flood insurance purchase 14. Will comply with P.L. 93-348 regarding the protection of requirements of Section 102(a) of the Flood Disaster human subjects involved in research, development, and Protection Act of 1973 (P.L. 93-234) which requires related activities supported by this award of assistance. recipients in a special flood hazard area to participate in the program and to purchase flood insurance if the total cost of 15. Will comply with the Laboratory Animal Welfare Act of insurable construction and acquisition is $10,000 or more. 1966 (P.L. 89-544, as amended, 7 U.S.C. §§2131 et seq.) pertaining to the care, handling, and treatment of 11. Will comply with environmental standards which may be warm blooded animals held for research, teaching, or prescribed pursuant to the following: (a) institution of other activities supported by this award of assistance. environmental quality control measures under the National 16. Will comply with the Lead -Based Paint Poisoning Environmental Policy Act of 1969 (P.L. 91-190) and Prevention Act U.S.C. §§4801 et seq.} which Executive Order (EO) 11514; (b) notification of violating prohibits the usee o of lead -based paint in construction or facilities pursuant to EO 11738; (c) protection of wetlands rehabilitation of residence structures. pursuant to EO 11990; (d) evaluation of flood hazards in floodplains in accordance with EO 11988; (e) assurance of 17 Will cause to be performed the required financial and project consistency with the approved State management compliance audits in accordance with the Single Audit program developed under the Coastal Zone Management Act Amendments of 1996 and OMB Circular No. A-133, Act of 1972 (16 U.S.C. §§1451 et seq.), (f) conformity of "Audits of States, Local Governments, and Non -Profit Federal actions to Stale (Clean Air) Implementation Plans Organizations." under Section 176(c) of the Clean Air Act of 1955 as amended (42 U.S.C. §§7401 et seq.); (g) protection of 18 Will comply with all applicable requirements of all other underground sources of drinking water under the Safe Federal laws, executive orders, regulations, and policies Drinking Water Act of 1974, as amended (P L 93-523). governing this program. and, (h) protection of endangered species under the Endangered Species Act of 1973, as amended (P L. 93- 19, Will comply with the requirements of Section 106(g) of 205). the Trafficking Victims Protection Act (TVPA) of 2000, as amended (22 U.S.C. 7104) which prohibits grant award 12, Will comply with the Wild and Scenic Rivers Act of recipients or a sub -recipient from (1) Engaging in severe 1968 (16 U.S.C. §§1271 et seq.) related to protecting forms of trafficking in persons during the period of time components or potential components of the national that the award is in effect (2) Procuring a commercial wild and scenic rivers system. sex act during the period of time that the award is in effect or (3) Using forced labor in the performance of the award or subawards under the award. SIGNATURE F AUTHORI D RTIFYING OFFICIAL TITLE Mau Daniel M. Pope APPLICANT ORGANIZATION DATE SUBMITTED Standard Form 424B (Rev. 7.97) Back DocuSign Envelope ID: BCFD99F3-C308-4956-922F-40324CCD5024 CERTIFICATION REGARDING LOBBYING Certification for Contracts, Grants, Loans, and Cooperative Agreements The undersigned certifies, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in accordance with its instructions. (3) The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgranis, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by section 1352. title 31, U.S. Code. Any person who falls to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. Statement for Loan Guarantees and Loan Insurance The undersigned states, to the best of his or her knowledge and belief, that: If any funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this commitment providing for the United States to insure or guarantee a loan, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities;' in accordance with its instructions. Submission of this statement is a prerequisite for making or entering Into this transaction imposed by section 1352, title 31, U.S. Code. Any person who fails to file the required statement shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. APPLICANT'S ORGANIZATION I Citv of Lubbock PRINTED NAME AND TITLE OF AUTHORIZED REPRESENTATIVE Prefix: I - First Name: Eaniel Middle Name: Last Name: Pp a Suffix: Title: l,i-„.,M . SIGNATURE: ' DATE:13/24/2020 DocuSign Envelope ID: BCFD99F3-C308-4956-922F-40324CCD5024 Fiscal Federal Funding Accountability and Transparency Act (FFATA) CERTIFICATION The certifications enumerated below represent material facts upon which DSHS relies when reporting information to the federal government required under federal law. If the Department later determines that the Contractor knowingly rendered an erroneous certification, DSHS may pursue all available remedies in accordance with Texas and U.S. law. Signor further agrees that it will provide immediate written notice to DSHS if at anytime Signor learns that any of the certifications provided for below were erroneous when submitted or have since become erroneous by reason of changed circumstances. If the st nor cannot certify all of, the statements contained in this section S! nor must provide written Legal Name of Contractor.. FFATAContact# 1 Name, Email and Phone Number: Primary Address of Contractor. FFATA Contact #2 Name, Email and Phone Number. ZIP Code: 9-digits Required www.usr)s.com DUNS Number: 9-digits Required www.sam.gov State of Texas Comptroller Vendor Identification Number (VIN)14 Digits Printed Name of Authorized Representative Signat a of Authorl d presentative Daniel M. Pope Title of Authorized Representative Date Mayor March 24, 2020 Department of state Health Services Form 4734—June 2013 DocuSign Envelope ID: BCFD99F3-C308-4956-922F-40324CCD5024 Fiscal Federal Funding Accountability and Transparency Act (FFATA) CERTIFICATION As the duly authorized representative (Signor) of the Contractor, I hereby certify that the statements made by me in this certification form are true, complete and correct to the best of my knowledge. Did your organization have a gross income, from all sources, of less than $300,000 in your previous tax year? ❑ Yes ❑ No If your answer is "Yes", skip questions "A", "B", and "C" and finish the certification. If your answer Is "No", answer questions "A" and "B". A. Certification Regarding % of Annual Gross from Federal Awards. Did your organization receive 80% or more of its annual gross revenue from federal awards during the preceding fiscal year? ❑ Yes ❑ No B. Certif[cation Regarding Amount of Annual Gross from Federal Awards Did your organization receive $25 million or more in annual gross revenues from federal awards in the preceding fiscal year? ❑ Yes ❑ No If your answer is "Yes" to both question "A" and "B", you must answer question "C". If your answer is "No" to either question "A" or "B", skip question "C" and finish the certification. C. Certification Regarding Public Access to Compensation Information. Does the public have access to information about the compensation of the senior executives in your business or organization (including parent organization, all branches, and all affiliates worldwide) through periodic reports filed under section 13(a) or 15(d) of the Securities Exchange Act of 1934 (15 U.S.C. 78m(a), 78o(d)) or section 6104 of the Internal Revenue Code of 1986? ❑ Yes ❑ No If your answer Is "Yes" to this question, where can this Information be accessed? If your answer Is "No" to this question, you must provide the names and total compensatlon of the top five highly compensated officers below. Provide compensation information here: Department of State Health Services Form 4734- June 2013