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HomeMy WebLinkAboutCigna Behavioral Health Inc; 2007-04-20;AGREEMENT FOR EMPLOYEE ASSISTANCE PROGRAM SERVICES CIGNA BEHAVIORAL HEALTH, INC. THIS AGREEMENT is made and entered into as of the c^?/j day of , 20<97 by and between the CITY OF CARLSBAD, a municipal_ corporation, ("City"), and CIGNA Behavioral Health, Inc., a Minnesota corporation (hereinafter "CBH" or "Contractor"), with its principal place of business located at 11095 Viking Drive, Suite 350, Eden Prairie, MN 55344. Connecticut General Life Insurance Company ("CGLIC") and CBH are affiliated corporations (indirect subsidiaries) of CIGNA Corporation. RECITALS A. City has adopted an Employee Assistance Program ("EAP") which includes a short-term counseling program as described in the policy ("Policy") between City and Connecticut General Life Insurance Company ("CGLIC") and wishes to provide certain other EAP services to its employees, their dependents, and members of their households who reside in California. B. City requires the professional services of an employee assistance program ("EAP") plan administrator that is experienced in administering employee assistance program services and benefits as further described below. C. Contractor has agreed to provide child/elder care, adult life issues, financial, education, and law services resources ("EAP Services") to City for City's employees, their dependants and members of their households who reside in California ("Participants") and to provide certain employer account services. D. Contractor has the necessary experience in providing professional EAP Services and advice related to City's EAP program. E. Selection of Contractor is expected to achieve the desired results in an expedited fashion. F. Contractor has submitted a proposal to City and has affirmed its willingness and ability to perform such work. NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, City and Contractor agree as follows: 1. SCOPE OF WORK City retains Contractor to perform, and Contractor agrees to render, those services (the "Services") that are defined in attached Exhibit "A", which is incorporated by this reference in accordance with this Agreement's terms and conditions. This Agreement, including Exhibit A and its attachments supersedes any information, term or condition presented in CIGNA Behavioral Health, Inc.'s response ("Response") to City's Request for Proposal ("RFP") that may be conflicting or contradictory. Additionally, should there be any inconsistency or conflict between the provisions of this City Attorney Approved Version #04.01 .02 Agreement and any Exhibit or attachment thereto, the terms and conditions of this Agreement shall control and take precedence over any Exhibit or attachment thereto that is inconsistent or in conflict with this Agreement. 2. STANDARD OF PERFORMANCE While performing the Services, Contractor will exercise the reasonable professional care and skill customarily exercised by reputable members of Contractor's profession practicing in the Metropolitan Southern California Area, and will use reasonable diligence and best judgment while exercising its professional skill and expertise. 3. TERM The term of this Agreement will be effective April 9, 2007 through December 31, 2008. The City Manager may amend this Agreement to extend it for three (3) additional one (1) year periods or parts thereof in an amount that will be negotiated by the parties in good faith. Extensions will be based upon a satisfactory review of Contractor's performance, City needs, and appropriation of funds by the City Council. The parties will prepare a written amendment indicating the effective date and length of the extended Agreement. 4. TIME IS OF THE ESSENCE Time is of the essence for each and every provision of this Agreement. 5. COMPENSATION The total fee payable for the Services to be performed during the initial Agreement term are set forth in Attachment 4 of Exhibit A. The not-to-exceed fee is based on a per employee/per month basis as further described in Attachment 4 of Exhibit A. 6. STATUS OF CONTRACTOR Contractor will perform the Services in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling, and not as an employee of City. Contractor will be under control of City only as to the result to be accomplished, but will consult with City as necessary. The persons used by Contractor to provide services under this Agreement will not be considered employees of City for any purposes. The payment made to Contractor pursuant to the Agreement will be the full and complete compensation to which Contractor is entitled. City will not make any federal or state tax withholdings on behalf of Contractor or its agents, employees or subcontractors. City will not be required to pay any workers' compensation insurance or unemployment contributions on behalf of Contractor or its employees or subcontractors. Contractor agrees to indemnify City within thirty (30) days for any tax, retirement contribution, social security, overtime payment, unemployment payment or workers' compensation payment which City may be required to make on behalf of Contractor or any agent, employee, or subcontractor of Contractor for work done under this Agreement. At the City's election, City may deduct the indemnification amount from any balance owing to Contractor. City Attorney Approved Version #04.01.02 7. SUBCONTRACTING Contractor will not subcontract any portion of the Services without prior written approval of City. If Contractor subcontracts any of the Services, Contractor will be fully responsible to City for the acts and omissions of Contractor's subcontractor and of the persons either directly or indirectly employed by the subcontractor, as Contractor is for the acts and omissions of persons directly employed by Contractor. Nothing contained in this Agreement will create any contractual relationship between any subcontractor of Contractor and City. Contractor will be responsible for payment of subcontractors. Contractor will ensure every subcontractor and every subcontractor of a subcontractor performs its responsibilities in accordance the terms of this Agreement unless specifically noted to the contrary in the subcontract and approved in writing by City. 8. OTHER CONTRACTORS The City reserves the right to employ other Contractors in connection with the Services. 9. INDEMNIFICATION In the event that Contractor, its officers, directors, employees or agents are made parties to any judicial or administrative proceeding arising in whole or in part out of any function negligently performed by the City, including the functions and obligations set forth in the Privacy Addendum, then the City shall indemnify and hold Contractor harmless for any and all judgments, settlements, and costs (including reasonable attorneys' fees) which Contractor incurs or pays in connection therewith except that City shall not be required to reimburse for such amounts if the court rendering the judgment or the agency making the award determines that the liability underlying the judgment or award (or attorneys' fees with respect thereto) was caused by the negligence, fraud or criminal conduct of Contractor, its agents, employees, officers or directors. In the event that City, its officers, directors, employees, agents or affiliates are made parties to any judicial or administrative proceeding arising in whole or in part out of any function negligently performed by Contractor under this Agreement, including the functions and obligations set forth in the Privacy Addendum, then Contractor shall indemnify and hold City harmless for any and all judgments, settlements and costs (including reasonable attorneys' fees) which City incurs or pays in connection therewith except that Contractor shall not be required to reimburse for such amounts if the court rendering the judgment or the agency making the award determines that the liability underlying the judgment or award (or attorneys' fees with respect thereto) was caused by the negligence, fraud or criminal conduct of City, its agents, affiliates, employees, officers or directors. The foregoing does not include indemnification for the negligent acts or omissions of Participating Providers. By contract, Contractor requires Participating Providers to maintain adequate amounts of professional liability insurance, and Participating Providers remain responsible for their own professional conduct. In the event that the parties have been found jointly and severally liable to a third party, liability shall be apportioned consistent with the relative degree of fault of each party. City Attorney Approved Version #04.01.02 In the event litigation is instituted by a third party against the City and/or CIGNA Behavioral concerning any matter under the Plan, each party to this Agreement shall have sole authority to select legal counsel of its choice. The indemnifications provided for by the foregoing paragraphs shall survive the termination of this Agreement. 10. INSURANCE Contractor will obtain and maintain for the duration of the Agreement and any and all amendments, insurance against claims for injuries to persons or damage to property which may arise out of or in connection with performance of the services by Contractor or Contractor's agents, representatives, employees or subcontractors. The insurance will be obtained from an insurance carrier admitted and authorized to do business in the State of California. The insurance carrier is required to have a current Best's Key Rating of not less than "A-:V". 10.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits indicated below, unless City Attorney or City Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification obligations under this Agreement. City, its officers, agents and employees make no representation that the limits of the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If Contractor believes that any required insurance coverage is inadequate, Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at Contractor's sole expense. 10.1.1 Commercial General Liability Insurance. $1.000.000 combined single-limit per occurrence for bodily injury, personal injury and property damage. If the submitted policies contain aggregate limits, general aggregate limits will apply separately to the work under this Agreement or the general aggregate will be twice the required per occurrence limit. 10.1.2 Automobile Liability (if the use of an automobile is involved for Contractor's work for City). $1,000,000 combined single-limit per accident for bodily injury and property damage. 10.1.3 Workers' Compensation and Employer's Liability. Workers' Compensation limits as required by the California Labor Code and Employer's Liability limits of $1,000,000 per accident for bodily injury. Workers' Compensation and Employer's Liability insurance will not be required if Contractor has no employees and provides, to City's satisfaction, a declaration stating this. City Attorney Approved Version #04.01.02 10.1.4 Professional Liability. Errors and omissions liability appropriate to Contractor's profession with limits of not less than $1,000,000 per claim. Coverage must be maintained for a period of five years following the date of completion of the work. 10.2. Additional Provisions. Contractor will ensure that the policies of insurance required under this Agreement contain, or are endorsed to contain, the following provisions: 10.2.1 The City will be named as an additional insured on General Liability. 10.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which will be written as claims-made coverage. 10.2.3 This insurance will be in force during the life of the Agreement and any extensions of it and will not be canceled without thirty (30) days prior written notice to City sent by certified mail pursuant to the Notice provisions of this Agreement. 10.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution of this Agreement, Contractor will furnish certificates of insurance and endorsements to City. 10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance coverages, then City will have the option to declare Contractor in breach, or may purchase replacement insurance or pay the premiums that are due on existing policies in order to maintain the required coverages. Contractor is responsible for any payments made by City to obtain or maintain insurance and City may collect these payments from Contractor or deduct the amount paid from any sums due Contractor under this Agreement. 10.5 Submission of Insurance Policies. City reserves the right to require, at anytime, complete and certified copies of any or all required insurance policies and endorsements. 11. BUSINESS LICENSE Contractor will obtain and maintain a City of Carlsbad Business License for the term of the Agreement, as may be amended from time-to-time. 12. ACCOUNTING RECORDS Contractor will maintain complete and accurate records with respect to payments made to Contractor by City under this Agreement. All records will be clearly identifiable. Contractor will allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such fee payment records created pursuant to this Agreement. Contractor will allow inspection of City's fee payment records for a period of three (3) years from the date of final payment under this Agreement. City Attorney Approved Version #04.01.02 13. OWNERSHIP OF DOCUMENTS All work product produced by Contractor or its agents, employees, and subcontractors pursuant to this Agreement solely for the City is the property of City. In the event this Agreement is terminated, all work product produced by Contractor or its agents, employees and subcontractors solely for the City pursuant to this Agreement will be delivered at once to City. Contractor will have the right to make one (1) copy of the work product for Contractor's records. 14. NOTICES The name of the persons who are authorized to give written notices or to receive written notice on behalf of City and on behalf of Contractor under this Agreement. For City: For Contractor: Name Name Keith Dixon Title Title President & CEO Department Address 11095 Viking Drive. Suite 350 City of Carlsbad Eden Prairie. MN 55344 Address Phone No. 952.996.2000 Phone No. Each party will notify the other immediately of any changes of address that would require any notice or delivery to be directed to another address. 15. CONFLICT OF INTEREST City will evaluate Contractor's duties pursuant to this Agreement to determine whether disclosure under the Political Reform Act and City's Conflict of Interest Code is required of Contractor or any of Contractor's employees, agents, or subcontractors. Should it be determined that disclosure is required, Contractor or Contractor's affected employees, agents, or subcontractors will complete and file with the City Clerk those schedules specified by City and contained in the Statement of Economic Interests Form 700. Contractor, for Contractor and on behalf of Contractor's agents, employees, subcontractors and consultants warrants that by execution of this Agreement, that they have no interest, present or contemplated, in the projects affected by this Agreement. Contractor further warrants that neither Contractor, nor Contractor's agents, employees, subcontractors and consultants have any ancillary real property, business interests or income that will be affected by this Agreement or, alternatively, that Contractor will file with the City an affidavit disclosing this interest. City Attorney Approved Version #04.01.02 16. GENERAL COMPLIANCE WITH LAWS Contractor will keep fully informed of federal, state and local laws and ordinances and regulations related directly to the Services provided by Contractor which in any manner affect those employed by Contractor, or in any way affect the performance of the Services by Contractor. Contractor will at all times observe and comply with these laws, ordinances, and regulations and will be responsible for the compliance of Contractor's services with all applicable laws, ordinances and regulations. Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986 and will comply with those requirements, including, but not limited to, verifying the eligibility for employment of all agents, employees, subcontractors and consultants that the services required by this Agreement. 17. DISCRIMINATION AND HARASSMENT PROHIBITED Contractor will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment. 18. DISPUTE RESOLUTION If a dispute should arise regarding the performance of the Services the following procedure will be used to resolve any questions of fact or interpretation not otherwise settled by agreement between the parties. Representatives of Contractor or City will reduce such questions, and their respective views, to writing. A copy of such documented dispute will be forwarded to both parties involved along with recommended methods of resolution, which would be of benefit to both parties. The representative receiving the letter will reply to the letter along with a recommended method of resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded to the City Manager. Appropriate senior parties of the Contractor and the City shall negotiate in good faith to attempt to resolve the dispute before pursuing other remedies. Nothing in this procedure will prohibit the parties from seeking remedies available to them at law or contract. 19. TERMINATION In the event of the Contractor's failure to prosecute, deliver, or perform the Services, City may terminate this Agreement upon thirty (30) days written notice to Contractor specifying the manner in which Contractor has materially breached its obligations under this Agreement. The Agreement shall terminate automatically at the expiration of such thirty (30) day period if Contractor has not cured its breach within such period and delivered satisfactory evidence of such cure to the City. This Agreement shall terminate, at the option of Contractor, on the thirtieth (30th) day following written notice to the City that City fails to pay the Contractor its compensation as provided in Exhibit A; Notwithstanding Section 3 above, either party upon tendering sixty (60) days written notice to the other party may terminate this Agreement without cause.. Contractor will be paid for work performed to the termination date; however, the total will not exceed City Attorney Approved Version #04.01.02 the lump sum fee payable under this Agreement. If applicable, City will make the final determination as to the portions of tasks completed and the compensation to be made. 20. COVENANTS AGAINST CONTINGENT FEES Contractor warrants that Contractor has not employed or retained any company or person, other than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that Contractor has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the award or making of this Agreement. For breach or violation of this warranty, City will have the right to annul this Agreement without liability, or, in its discretion, to deduct from the Agreement price or consideration, or otherwise recover, the full amount of the fee, commission, percentage, brokerage fees, gift, or contingent fee. 21. CLAIMS AND LAWSUITS By signing this Agreement, Contractor agrees that any Agreement claim submitted to City must be asserted as part of the Agreement process as set forth in this Agreement and not in anticipation of litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is submitted to City, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractor acknowledges that California Government Code sections 12650 et seq.. the False Claims Act applies to this Agreement and, provides for civil penalties where a person knowingly submits a false claim to a public entity. These provisions include false claims made with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of information. If City seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation costs, including attorney's fees. Contractor acknowledges that the filing of a false claim may subject Contractor to an administrative debarment proceeding as the result of which Contractor may be prevented to act as a Contractor on any public work or improvement for a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction is grounds for City to terminate this Agreement. 22. JURISDICTIONS AND VENUE Any action at law or in equity brought by either of the parties for the purpose of enforcing a right or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the County of San Diego, State of California, and the parties waive all provisions of law providing for a change of venue in these proceedings to any other county. 23. SUCCESSORS AND ASSIGNS It is mutually understood and agreed that this Agreement will be binding upon City and Contractor and their respective successors. Neither this Agreement or any part of it nor any monies due or to become due under it may be assigned by Contractor without the prior consent of City, which shall not be unreasonably withheld. City Attorney Approved Version #04.01.02 8 24. ENTIRE AGREEMENT This Agreement, together with any other written document referred to or contemplated by it, along with the purchase order for this Agreement and its provisions, embody the entire Agreement and understanding between the parties relating to the subject matter of it. In case of conflict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions may be amended, modified, waived or discharged except in a writing signed by both parties. 25. AUTHORITY The individuals executing this Agreement and the instruments referenced in it on behalf of Contractor each represent and warrant that they have the legal power, right and actual authority to bind Contractor to the terms and conditions of this Agreement. CONTRACTOR/ (sign hire) , «4V 0 1 jCtfw IrVis t du nk- <- tt a (print name/title) CITY OF CARLSBAD, a municipal corporation of the State of California Bv: City Manager or Mayor ATTEST: (sign here) Cfo (print name/title) (e-mail address) LOftRAINE M City Clerk If required by City, proper notarial acknowledgment of execution by contractor must be attached. If a Corporation. Agreement must be signed by one corporate officer from each of the following two groups. "Group A. Chairman, President, or Vice-President **Group B. Secretary, Assistant Secretary, CFO or Assistant Treasurer Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. City Attorney Approved Version #04.01.02 APPROVED AS TO FORM: Deputy City Attorney 10 EXHIBIT "A" SCOPE OF SERVICES CALIFORNIA NON-COUNSELING EMPLOYEE ASSISTANCE PROGRAM SERVICES I. Contractor EAP Services: Responsibilities of Contractor Assessment and Referral Services 1.1 The services set forth herein shall be available to Participants in the service area identified in Attachment 1. 1.2. Life Events Services: For family care, legal/financial information, Healthy Rewards (telephonic), and Emotional Weil-Being Online (Awareness Series, Frequently Asked Questions, Article Library, AccessCare which includes initial registration, online eligibility check, self- assessment tool, and Provider Directory and Search vehicle) ("Full-Service Life Events"), Contractor shall provide assessment and referral services as requested by Participant or City. Legal assessment and referral services are not available to Participants if the issue is related to a potential cause of action against City. Online behavioral health services ("Online Services"), shall be provided pursuant to the terms of Attachment 5 of this Agreement. Any additional services ("Menu Options") purchased by City are attached hereto as Attachment 6 to this Exhibit A. 1.3 Contractor shall be available to Participants for assessments and referrals through a toll- free telephone number maintained by Contractor twenty-four (24) hours a day, seven (7) days a week. 1.4 Participant calls to the Contractor 800 number will be answered by a personal advocate who will obtain appropriate information and refer the Participant to a resource qualified to address the problem. 1.5 Contractor shall arrange for access for Participants to contracted specialty firms or to local resources for assessment and referral. Participants shall be responsible for costs of services provided pursuant to a referral. Contracted specialty firms may offer Participant a discount rate. Life Events legal services shall include, at no charge to Participants, an initial thirty (30) minute consultation. As of the Effective Date of the Agreement, contracted specialty firms that provide direct services to Participants are CLC Incorporated (legal and financial), located in Granite Bay, CA and Workplace Options (life event services). 1.6 Contractor will provide City Account Services as set forth in Attachment 2 to this Exhibit A. Employee Communication Services 1.7 Unless otherwise agreed upon by the parties, Contractor, at its expense, shall supply to City the communication materials related to EAP services as set forth in Attachment 3 to this Exhibit A. All communication materials shall be delivered by Contractor to one location as designated by City for distribution by City as set forth in paragraph 2.1, unless otherwise agreed upon in advance by the parties. 11 Management Reports 1.8 Contractor will provide standard reports on a quarterly basis to City. Without the appropriate written consent of the Participant, Contractor will provide no information to City or any third party which is Participant-specific or that includes any Participant identifiable information. Substance Abuse Professional Services 1.9 Contractor shall provide to City access to participating providers that have, as of January 1, 2004, successfully completed the qualification training and passed the exam required and continues to meet all on-going requirements for a provider to be identified as a Department of Transportation ("DOT") Substance Abuse Provider (SAP). For employees designated by City as holding a DOT regulated position, Contractor will consult with City and/or City's designated employee representatives as to SAP process and actions required in response to violations, provide City with name(s) of SAP who is knowledgeable in the applicable modal rule, ensure the SAP is aware of customer-specific communication and/or process requirements, monitor case progress and disposition, and assist with return to work planning pursuant to City's policies and procedures." 12 II. City Responsibilities 2.1 The City agrees to distribute to participating employees the communication materials described in paragraph 1.7, above, at City's expense. The City will also cooperate with Contractor in efforts to otherwise communicate with Participants concerning the services available to them pursuant to this Agreement. 2.2 The City shall inform Contractor of the City's management policies and procedures to guide supervisors in effectively handling employees with performance problems in order for Contractor to provide the training set forth in Attachment 2. 2.3 City will compensate Contractor for services provided under this Agreement as set forth in Attachment 4 to this Exhibit A. Retroactive adjustments to the amount of the per employee per month fees paid to Contractor shall be limited to twelve (12) months prior to the date either party notifies the other of such a retroactive adjustment. 2.4 Contractor shall have the right to revise Contractor's fees and/or the number of hours available to City as City Account Services (i) after the initial term of the Agreement (April 9, 2007 through December 31, 2008), (ii) at any time thereafter, but no more frequently than once every twelve (12) months after the initial April 9, 2007 through December 31, 2008 term, by giving City not less than thirty (30) days' prior written notice, and (iii) when the number of employees varies by more than 10% from the number included on the first Contractor billing for the initial April 9, 2007 through December 31, 2008 term and each subsequent twelve (12) month period of the Agreement. 2.5 City agrees that, annually, at least ninety (90) days' prior to the anniversary date of the effective date of this Agreement, City shall furnish to Contractor the number of employees who are Participants by state of residence. III. MISCELLANEOUS Confidential Information 3.1 Contractor and the City agree not to use for any purposes other than the performance of this Agreement or to disclose to others any confidential or proprietary technical or business information of the other party obtained in connection with the performance of any services rendered, without the prior written consent of the other party. Each party shall treat and shall require its employees to treat as strictly confidential all information it has learned in the course of this Agreement, and in discussions and proposals leading up to this Agreement including any patient identifiable information received pursuant to Participant's consent. Contractor shall maintain financial, and administrative records in accordance with applicable laws, and those records shall be the property of Contractor. The provisions of this section shall survive the termination of this Agreement. 3.2 Contractor assumes no responsibiljty for employment-related supervision of any City employee; such supervision and/or decisions regarding the employee are the sole responsibility of the City. 3.3 The terms of Attachment 7, Privacy Addendum, shall be incorporated herein. 13 IV. Determination of California Participants' Eligibility 4.1. As the insurer for the short-term counseling benefit for California Participants, CGLIC is required under the Health Insurance Portability Act of 1996 ("HIPAA") and the privacy regulations promulgated thereunder, to distribute a Privacy Notice, as defined under HIPAA, to those employees. In order for CGLIC to comply with this requirement, City shall furnish to Contractor Health as agent for CGLIC such eligibility information electronically on a monthly basis according to the specifications set forth in Attachment 8 to this Exhibit A. It is mutually understood that the effective performance of this Agreement by Contractor will require that it be advised on a timely basis by the City during the continuance of this Agreement of the identity of City's California employee Participants. ATTACHMENT 1 SERVICE AREA California 14 ATTACHMENT 2 EMPLOYER ACCOUNT SERVICES As part of Contractor's Fees set forth in Attachment 4 hereto, City has purchased a number of hours for twelve month period from the effective date of this Agreement from Contractor for use in the delivery of the following City Account Services. The number of hours to be provided by Contractor for City Account Services in each twelve (12) month period shall be 10 hours per 1,000 employees included in the first Contractor bill for each twelve (12) month period. Pro-rata adjustments in this number of hours may be computed pursuant to Section 2.4 of this Agreement. * Employee Orientation Sessions * Management/Supervisory Training Sessions * Educational/Wellness Seminars * Critical Incident Response Services * Executive Briefings * City's on-site EAP promotional activities conducted by Contractor EAP managers or Contractor contracted EAP affiliates * Other City Account Services - City Account Services requested by City for which Contractor notifies City that those services shall be counted against City Account Services' hours, including but not limited to, executive briefings, reduction in workforce counseling, and City's on-site EAP promotional activities conducted by Contractor EAP managers or Contractor contracted EAP affiliates. Delivery of these City Account Services shall be as agreed upon by the parties. In the event City does not utilize or only partially utilizes these City Account Services' hours during the twelve (12) month period to which they relate, City shall not be entitled to any refund or account credit, or to carry those hours forward. If City cancels its request for these services or reduces the number of hours initially requested after an independent provider has been secured by Contractor, Contractor shall deduct that number of hours the provider had been secured from City Account Services' hours. Additional City Account Services' hours may be purchased by City from Contractor at Contractor's fee-for-service rates in effect at the time of the request for such City Account Services. Delivery of these additional City Account Services' hours shall be as agreed upon by the parties. 15 ATTACHMENT 3 EAR COMMUNICATION MATERIALS Employee Brochures: 1 for each employee, includes wallet cards Managers' Guides: 1 per each 10 employees Orientation Video As agreed upon by the parties Posters: 5 posters for every 100 employees 16 ATTACHMENT 4 COMPENSATION 1. The fee for the services contained herein is $2.47 per employee per month. City agrees to pay Contractor on the first day of each covered month. Payments by City shall be sent to Contractor at the address listed in this Agreement. 2. Substance Abuse Professional Services: The fee for this service is $950.00 per case. 3. Mediation Services: Employer to purchase directly from and to be provided by Consolidated Legal Concepts, outside the scope of this Agreement: The fee for this service is $515.00 for set-up and management. In addition, Mediation Services must be purchased in three (3) hour blocks of time for a fee of $150.00 per hour or any portion thereof. 17 ATTACHMENT 5 ONLINE BEHAVIORAL HEALTH SERVICES 1. Online Services Online Behavioral Health Services are offered as a supplement to the other behavioral health services furnished under this Agreement. These Online Services provide one more way for Participants to get information and help; however, these Online Services: • Are NOT a substitute for therapy • Are NOT a means of requesting or delivery of crisis services, and • Do NOT come with a guarantee of any effect on the utilization of other services, such as therapy, in-patient services or health care services. 2. Confidentiality The parties recognize that the Online Services are most effective if Participants perceive them - and the services actually are - confidential. Consequently, City agrees that: • City will not institute systems or policies that involve tracking specific use (e.g. specific topics explored) of the Online Services by its Participants. 3. Access Contractor and City acknowledge that City has sole responsibility for determining the balance to be allowed during working hours and on City's work sites of Participant activity to be devoted solely to work activities versus Participant activity that may be devoted to personal topics (including, for example, lunch). City acknowledges that the Online Services are intended to increase Participant morale and productivity by providing ready access to useful resources on topics that may be draining Participant energy and attention. City further acknowledges that in some circumstances, the only safe or convenient access to the Online Services might be on the work site or during work hours (e.g. in cases of domestic abuse). City agrees to develop its policy on use of the Online Services during work hours and using City equipment and to communicate that policy to its Participants during the course of communicating the availability of the Online Services. 4. Communications Materials City agrees that any of its communications with its Participants or with any other third party describing the Online Services will be consistent with the Online Servjces descriptions supplied by Contractor and/or the entity hosting the Online Services ("Online Services Provider"). 18 5. Copyright City acknowledges that the Online Services Provider has copyright interests in the material available through the Online Services. City acknowledges further that the material available through the Online Services is not to be considered in the public domain, or to be other than a published work with all rights reserved under the Intellectual Property Laws. City agrees not to remove any copyright notices in favor of the Online Services Provider on any electronic or hardcopy materials. City agrees not to copy the material available through the Online Services for any purpose whatsoever, except as may be necessary to a) make purchase decisions concerning the Online Services or b) communicate the availability of the Online Services to Participants. (By way of example and not by way of limitation, City shall not copy materials off the Online Services and use them as handouts during employee and/or manager training programs unless the materials are specifically so marked as available for such use.) City agrees not to take any action inconsistent with the copyright and trademark ownership rights of the Online Services Provider related to the Online Services. 6. Limitations of Liability NEITHER CIGNA BEHAVIORAL NOR THE ONLINE SERVICES PROVIDER MAKES ANY WARRANTIES, EXPRESS OR IMPLIED, WITH RESPECT TO THE ONLINE SERVICES, AND BOTH CIGNA BEHAVIORAL AND THE ONLINE SERVICES PROVIDER EXPRESSLY DISCLAIMS ANY AND ALL OTHER WARRANTIES, WHETHER EXPRESS OR IMPLIED, INCLUDING ALL WARRANTIES OF MERCHANTABILITY AND WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO THE ONLINE SERVICES. NEITHER CIGNA BEHAVIORAL NOR THE ONLINE SERVICES PROVIDER SHALL BE LIABLE FOR ANY SPECIAL, INDIRECT, INCIDENTAL, CONSEQUENTIAL OR EXEMPLARY DAMAGES ARISING FROM THE USE OF THE ONLINE SERVICES. 19 ATTACHMENT 6 MENU OPTIONS**** Substance Abuse Professional (SAP) Network **** Only those additional Menu Options purchased by City will be listed on this page. 20 ATTACHMENT 7 PRIVACY ADDENDUM I. GENERAL PROVISIONS Section 1. Effect. Effective as of January 1, 2007, the terms and provisions of this Addendum are incorporated in and shall supersede any conflicting or inconsistent terms and provisions of the Agreement for Employee Assistance Program Services to which this Addendum is attached, including all exhibits or other attachments thereto and all documents incorporated therein by reference (the "Agreement"), except for any provisions of the Agreement which are more stringent regarding the use or disclosure of PHI by Contractor than this Addendum. Any such more stringent provisions in the Agreement shall prevail over this Addendum. This Addendum sets out terms and provisions relating to the use and disclosure of protected health information without written authorization from the individual. Section 2. Amendment. Contractor, City (also referred to as "Plan Sponsor") and the Group Health Plan that is the subject of the Agreement (also referred to as "the Plan") agree to amend this Addendum to the extent necessary to allow either Contractor or the Group Health Plan to comply with the Privacy Rules (45 C.F.R. Parts 160 and 164), the Standards for Electronic Transactions (45 C.F.R. Parts 160 and 162) and the Security Standards (45 C.F.R. Part 142) (collectively, the "Standards") promulgated or to be promulgated by the Secretary and all other applicable regulations or statutes. Contractor, City and the Group Health Plan will fully comply with all applicable Standards and will amend this Addendum to incorporate any material required by the Standards. Section 3. Definitions. Capitalized terms used herein without definition shall have the respective meanings assigned to such terms in Part IV of this Addendum. II. OBLIGATIONS OF CIGNA BEHAVIORAL Section 1. Use and Disclosure of Protected Health Information. Contractor may use and disclose Protected Health Information, ("PHI") only as required to satisfy its obligations or as permitted under the Agreement, or as permitted or required by law, but shall not otherwise use or disclose any Protected Health Information. Contractor shall not use or disclose, and shall ensure that its directors, officers and, employees do not use or disclose, Protected Health Information in any manner that would constitute a violation of the Privacy Standards if done by the Group Health Plan, except that Contractor may use and disclose Protected Health Information (i) for the proper management and administration of Contractor, (ii) to carry out the legal responsibilities of Contractor or (iii) to provide Data Aggregation services relating to the health care operations of the Group Health Plan. 21 Section 2. Disclosure of Protected Health Information to Group Health Plan Sponsor. The Group Health Plan acknowledges and agrees that the Privacy Rules allow the Group Health Plan to permit Contractor to disclose or provide access to PHI, other than Summary Health Information, to the Plan Sponsor only after the Plan Sponsor has amended its plan documents to provide for the permitted and required uses and disclosures of PHI and to require the Plan Sponsor to provide a certification to the Plan that certain required provisions have been incorporated into the Plan documents before the Plan may disclose, either directly or through a business associate, such as Contractor, any PHI to the Plan Sponsor. The Group Health Plan hereby warrants and represents that no PHI will be provided to the Plan Sponsor nor to any of its employees, agents or other persons under its control. Therefore no such Plan document amendments have been made nor any such certification received from the Plan Sponsor. Section 3. Other Information to Plan Sponsor or Plan. Upon the written request of Plan or Plan Sponsor, Contractor will provide certain other information including, but not limited to, information about Contractor's arrangements with health care providers ("Other Information") to Plan Sponsor's designated employee. Plan Sponsor acknowledges that in receiving Other Information under these provisions, it acts in its capacity as Plan Administrator, as that term is defined by the Employee Retirement Income Security Act of 1974, as amended. Other Information will be kept confidential and will be used by Plan Sponsor solely for the purpose of satisfying its fiduciary responsibilities with respect to administration of the Plan, and will be handled and maintained in accordance with all fiduciary obligations owed to participants in the Plan. Section 4. Safeguards Against Misuse of Information. Contractor agrees that it will use appropriate safeguards to prevent the use or disclosure of Protected Health Information other than as allowed under the terms and conditions of this Addendum or as permitted or required by law. Section 5. Reporting of Violations. Contractor shall report to the Group Health Plan any use or disclosure of the Protected Health Information not provided for by this Addendum of which it becomes aware. Section 6. Disclosures to and Agreements by Third Parties. Contractor shall ensure that each agent and subcontractor to whom it provides PHI received from the Plan, or created by Contractor on behalf of the Plan agrees to substantially similar restrictions and conditions with respect to Protected Health Information that apply to Contractor pursuant to this Addendum. (b) Upon Group Health Plan's or City's written request, Contractor will provide Protected Health Information and/or Other Information to certain designated third-parties who assist in administering the Plan and are authorized by the Group Health Plan to receive such information ("Designated Third Parties") solely for the purpose of assisting in the carrying out of Plan administration functions. Such parties may include, but are not limited to, third-party administrators, consultants, brokers, auditors, successor administrators or insurers, and stop- loss carriers. Group Health Plan shall enter into and maintain an agreement with each agent and subcontractor or other third party to which it directs Contractor to disclose PHI under which such agent, subcontractor or other third party is legally 22 bound by substantially similar restrictions with respect to Protected Health Information that apply to Contractor pursuant to this Addendum. (c) It is acknowledged and agreed that the Privacy Rules require the Group Health Plan to maintain policies and procedures to ensure that any PHI that it uses, requests or discloses be no more than the minimum necessary to accomplish the intended purpose. The Group Health Plan hereby warrants and represents that any requests that it makes for PHI to be disclosed to it or to any third parties will be for no more than the minimum amount necessary for the intended purpose. (d) Any other provision of this Addendum notwithstanding, Contractor may decline to disclose to any third party any information which the Agreement provides may not be disclosed to the City. Section 7. Access to Information. Request made to the Plan. When an individual requests access to PHI contained in a designated record set and such request is made directly to the Plan or City, the Plan shall so notify Contractor within two (2) business days of receipt of such request. Contractor shall make such PHI available directly to the Participant within the time required in 45 C.F.R. Section 164.524. Request made to Contractor. If a Participant directs a request for access to PHI contained in such designated record set to Contractor, Contractor will provide the PHI to the individual within the time required in 45 C.F.R. Section 164.524. Responsibility for denials and responding to requests. In the case of either subsection (a) or (b) above, the Plan delegates to Contractor the duty to determine, on behalf of the Plan, whether to deny access to PHI requested and the duty to provide any required notices and review. Agent for the Plan. It is understood and agreed that in all activities performed pursuant to this section, Contractor acts as agent of and on behalf of the Plan and/or City. When responding to an individual's request for access, it may inform such individual of that fact and that there may be other PHI about that individual created or maintained by the Plan and/or its other business associates and not included in Contractor's response. Contractor shall not be responsible for performing any of the duties described herein with respect to any such other PHI. Section 8. Availability of Protected Health Information for Amendment. Handling of Requests by Contractor. When an individual requests amendment of PHI contained in a designated record set and created or received by Contractor or its subcontractors, and such request is made directly to the Plan or City, within two (2) working days of its request, the Plan shall forward such request to Contractor for handling except that the Plan shall retain and handle all requests to the extent that they pertain to individually identifiable health information (i.e. enrollment information) originated by the Plan, Plan Sponsor, or its other business associates. Contractor shall respond to such forwarded requests as well as to any such requests that it receives directly as required by Section 164.526 except that Contractor shall forward to the Plan for handling any 23 requests for amendment of PHI originated by the Plan, Plan Sponsor or its other business associates. Responsibility for denial of request. With respect to those requests handled by Contractor under subparagraph (a) above, the Plan delegates to Contractor the duty to determine, on behalf of the Plan, whether to deny a request for amendment of any PHI and the duty to provide any required notices and review as well as, in the case of its determination to grant such a request, the duty to make any amendments in accordance with the terms of the Privacy Rules. In all other instances, the Plan retains all responsibility for handling such requests, including any denials, in accordance with the Privacy Rules. Amendments by the Plan. Whenever Contractor is notified by the Plan that the Plan has agreed to make an amendment pursuant to such a request which it handles hereunder, Contractor shall incorporate any such amendments in accordance with Section 164.526. Agent for the Plan. It is understood and agreed that in all activities performed pursuant to this section, Contractor acts as agent of, and on behalf of, the Plan and/or City. When responding to requests for amendment of PHI, Contractor may inform such individual of that fact and that there may be other PHI about that individual created or maintained by the Plan and/or its other business associates and not included in Contractor's response. Contractor shall not be responsible for performing any of the duties described herein with respect to any such other PHI. Section 9. Accounting of Disclosures (a) Request made to the Plan. When an individual requests an accounting of disclosures pursuant to Section 164.528, and such request is made directly to the Plan or City, the Plan shall so notify Contractor within two (2) business days of receipt of such request. (b) Request made to Contractor. If a Participant directs a request for accounting to Contractor, Contractor will provide the accounting to the participant within the time required in 45 CFR Section 164.528. (c) Agent for the Plan. It is understood and agreed that in all activities performed pursuant to this section, Contractor acts as agent of, and on behalf of, the Plan and/or City. When responding to requests for an accounting of disclosures, Contractor may inform such individual of that fact and that there may be other disclosures of PHI about that individual made by the Plan and/or its other business associates and not included in Contractor's response. Contractor shall not be responsible for performing any of the duties described herein with respect to any such other PHI or disclosures. Section 10. Other Requests. Contractor shall handle Participant requests made to it for privacy protection for PHI pursuant to the requirements of the Privacy Rules at Section 164.522. Section 11. Processes and Procedures. In carrying out its duties set forth in Sections II, 7, 8, 9 and 10 above, Contractor may establish procedures and processes for requests from individuals as permitted by the Privacy Rules, including the requirement that requests be made in writing and the creation of a 24 form for use by individuals in making such requests. As appropriate, Contractor shall utilize the same or similar procedures regarding requests from individuals for access to PHI that it applies to its own health care plan administration business. Section 12. Availability of Books and Records. Contractor hereby agrees to make its internal practices, books and records relating to the use and disclosure of Protected Health Information available to the Secretary for purposes of determining the Group Health Plan's compliance with the Privacy Rules. Section 13. Protection of Electronic PHI. With respect to Electronic Protected Health Information, no later than the compliance date for the Security Standards and at all times thereafter Contractor shall: (a) Implement administrative, physical, and technical safeguards that reasonably and appropriately protect the confidentiality, integrity, and availability of the Electronic Protected Health Information that Contractor creates, receives, maintains, or transmits on behalf of the Plan as required by the Security Standards; (b) Ensure that any agent, including a subcontractor, to whom Contractor provides such information agrees to implement reasonable and appropriate safeguards to protect it; and (c) Report to the Plan any Security Incident of which it becomes aware. III. TERMINATION OF AGREEMENT WITH CIGNA BEHAVIORAL Section 1. Termination Upon Breach of Provisions Applicable to Protected Health Information. Any other provision of this Agreement notwithstanding, this Agreement may be terminated by the Group Health Plan upon ten (10) business days prior written notice to Contractor in the event that Contractor materially breaches any obligation of this Addendum and fails to cure the breach within such ten (10) day period; provided that in the event that termination of this Agreement is not feasible, in the Group Health Plan's sole discretion, Contractor hereby acknowledges that the Group Health Plan shall have the right to report the breach to the Secretary. Section 2. Use of Protected Health Information upon Termination. The parties hereto agree that it is not feasible for Contractor to return or destroy PHI at termination of this Agreement, therefore, the provisions of this Addendum shall survive termination of this Agreement and Contractor shall limit any further uses and disclosures of such PHI to the purpose or purposes which make the return or destruction of such PHI infeasible. 25 IV. DEFINITIONS FOR USE IN THIS ADDENDUM "Data Aggregation" shall mean the combining of Protected Health Information by Contractor with the Individually Identifiable Health Information created or received by Contractor in its capacity as a business associate of another covered entity, to permit data analyses that relate to the health care operations of the Group Health Plan and the other covered entity. "Designated Record Set" shall mean the, payment, claims adjudication, and case or medical management record systems maintained by or for the Group Health Plan, or used, in whole or in part, by or for the Group Health Plan to make decisions about individuals. As used herein the term "Record" means any item, collection, or grouping of information that includes Protected Health Information and is maintained, collected, used, or disseminated by or for the Group Health Plan. "Electronic Protected Health Information" shall mean PHI that is transmitted by or maintained in electronic media as that term is defined in 45 CFR 160.103. "Group Health Plan" shall mean the Group Health Plan (as defined in the Employee Retirement Income Security Act of 1974, as amended, (ERISA) at 29 U.S.C. §1191b(a)) maintained by the Plan Sponsor that is identified in this Agreement as the health Plan for or on behalf of which Contractor is obligated to perform any function or activity involving the use or disclosure of Protected Health Information pursuant to this Agreement. "Individually Identifiable Health Information" shall mean information that is a subset of health information, including demographic information collected from an individual, and: (i) is created or received by a health care provider, Health Plan, health care clearinghouse (as those terms are defined in the Privacy Standards), or employer; and (ii) relates to the past, present, or future physical or mental health or condition of an individual; the provision of health care to an individual; or the past, present or future payment for the provision of health care to an individual; and (a) identifies the individual, or (b) with respect to which there is a reasonable basis to believe the information can be used to identify the individual. "Privacy Standards" shall mean the Standards for Privacy of Individually Identifiable Health Information, 45 C.F.R. Parts 160 and 164. 26 "Protected Health Information" shall mean Individually Identifiable Health Information transmitted or maintained in any form or medium that Contractor creates or receives from or on behalf of the Group Health Plan in the course of fulfilling its obligations under this Agreement. "Protected Health Information" shall not include (i) education records covered by the Family Educational Rights and Privacy Act, as amended, 20 U.S.C. §1232g, and (ii) records described in 20 U.S.C. §1232g(a)(4)(B)(iv). "Secretary" shall mean the Secretary of the United States Department of Health and Human Services. "Security Incident" shall h ave the same meaning as the term "security incident" as set forth in 45 CFR 164.304. "Summary Health Information" shall mean information, that may be Individually Identifiable Information, and (i) that summarizes the claims history, claims expenses, or type of claims experienced by individuals covered by the Group Health Plan; and (ii) from which the information described at 45 C.F.R. §164.514(b)(2)(i) has been deleted, except that the geographic information described in 45 C.F.R. §164.514(b)(2)(i)(B) need only be aggregated to the level of a five-digit zip code. V. INDEMNIFICATION Section 1. By Contractor. Contractor will indemnify Plan and City for and hold them, their directors, officers, and employees harmless from and against all costs (other than plan benefit claims), damages, judgments, attorneys' fees, expenses, and liabilities of any kind or nature for which Plan or City may become liable resulting from any claim, legal action, or proceeding arising directly or indirectly out of Contractor's negligent or intentional use or disclosure of PHI in violation of the terms of this Addendum. Section 2. By Plan and City. Plan and City will indemnify Contractor for and hold it, its directors, officers, and employees, harmless from and against all costs, damages, judgments, attorney's fees, expenses and liabilities of any kind or nature for which Contractor may become liable resulting from any claim, legal action, or proceeding arising directly or indirectly out of release of PHI to Plan, City or any third party to whom Plan or City requests Contractor to release PHI, or arising out of the use of such information by Plan, City or such a third party, or any negligent or intentional violation of the terms of this Addendum by Plan or City. 27 CITY OF CARLSBAD By: CIGNA BEHAVIORAL HEALTH, INC. Name: Keith Dixon Title: Date: Title: President & CEO Date: WITH RESPECT TO THE PRIVACY ADDENDUM ONLY: ITY'S PLAN) Group Health Plan is a defined term under HIPAA (see 45 C.F.R. 160.103) It generally refers to an employee welfare benefit plan maintained by an employer for its employees. Typically, an employer (Plan Sponsor) will designate an individual or a committee to carry out Group Health Plan Responsibilities. An individual so authorized to act on behalf of the Group Health Plan should sign here. Date: 4- H- 28 ATTACHMENT 8 CALIFORNIA EMPLOYEE ELIGIBILITY ELECTRONIC TAPE SPECIFICATIONS 29 oM hoog TJ03(QCD 3 TJm 0 3333 3 56o mber Current TerminiDate - CenturyUJ o'3 OCD3_ 3 member was last eligible for coverage. NOTtermination is acceptable for up to 60 da}cn m -r\ £ 01a g oo-j NJ 01 T3 13C 3CD-i0 ?m oc 3333 •Hm33 S H APE-CURR-EFTl6 60 CD ber Current EffectiveDayDSiCD*Day member was effective with current pi01 3 0001 N) 01 T>70) 3C3CD 5' H>TJm 0 3333mTl 6 2 CD ber Current EffectiveMonthOSi<&Month member was effective with current |LJ 01 3 00CO M 01 Tl 13 C 3CD-* O -1 APE-CURR-EFTl ? -< CD ber Current EffectiveYearo0) CD Year member was effective with current p013 00 hJ 01 Tl C3C o' H APE-CURR-EFF-DT-CC2 3 iber Current EffectiveCenturyD01CD"Century member was effective with currentT3 013 ~1CO Kl 01 T3 13C3CD o' 3TJm 0 3333mTl Tlg — i •APE-ORIG-EFIM6 6o CD ber Original EffectiveDayD01 CD Day member was originally effective with f<«rfir 3 ^1~-J N) 0) TJ 1!3C3CD o' — 15TJm 633 9mTl Tl6 22 CD ber Original EffectiveMonthO01sr Month member was originally effective withT3 013 ^Jcn r«o a> Tl I3 C o" 1'APE-ORIG-EFITl | CD ber Original EffectiveYearo01 CD Year member was originally effective with |T3 013 ^J CO M 01•o ^ 3C3CD—* O _i53TJm 633 9m Tl Tl ? Oo f ber Original EffectiveCenturyD01 CD Century member was originally effective wittTl_ 3 ^1 M 01 Tl 3" ^DC CD o' ?m633 9m T| Tl 5 TAPE-COB-D COB IndicatorCoordination Of Benefits Indicator (Y/N-g0 -» 01-a C3 C3CD— \ O £ TJm CO COCOo oo )VERAGECoverage LevelCO "8o CDcn all individuals covered by subscriber (00 = sispouse 03= EE + Children)3to. CD ON> It mm+ O)00 M 01 Tl7013" 3 CD-* 0 FAPE-SUBSC-JSALARY> 3C01_ CO01 01 •3 cocCTcn criber's annual salary (right justified, zero-fileQ. 3O CD3 U> 01NJ O) 0) TJ e3c o' 2 PE-MBR-MARI'TAL-STATMember's Marital Statcw Member's Marital Status (M/S/D)O) -* 01 Tl 13C3CD-i O TAPE-MBR-SIinX6D Member's Sex CodeMembers sex code (M/F)-» 01 Tl7CO3"c3CD-i 0 TAPE-MEMBE1 1 133 O Member SSNSocial Security Number of the Membercn CO 01•a I!3C o" 53"TJm CD 1 3 6D VIember Birth Date D<•<Day in which member was born.&.CO N) 01 Tl C3C 3CD 5' 3TJm CD33 1C n3 2 ^s lember Birth Date Mo3^ S Month in which member was born*k-j N> 01 T3 I3C3CD-i 0 5!TJm CD33 o 3 i/lember Birth Date Ye01 Year in which member was born«.01 M 01 TJ701_3"c3CD-» 0 53TJm CD33 36o 2 3CTCD-1 CDI DSiCD* 3 f?J^<Century in which member was bornAu NJ 0) Tl C 3C o' $m CD 33 CDTJ 1 3 >!TJm CD5^o CO i Member First NameFirst name of the memberM00 01 01 TJ 13c: 3CD—i 0 5! TJm 033J 5 HZ Member Last NameLast name of the member_^ CO cn 01 Tl3" Si.3"c 3CD-i O TAPE-RELCOIwm zo ^o ; "= <n S ci 3= °Member's relationship to policy holder^-^ M 01 T33"0) 3C3CD-i O TAPE-SUBSIo O Subscriber NumberOo3 S st Identification Number. Usually SSN (uniquiCD SI-*3- 3" •o Q>3 IO CO Q} TJ ^SiB"c 3CD-» 0 5!TJm 33m O zD I CD •A Record type identifier-»• Q) T33"SL3"c 3CD3 O itip*f'm1]5; <u3 •t! II || if ill 11§ '-^i.. ^IBK .-''HlljfpJii:ii i ii ^ ^ '^^m'itsa:i: 1 §ai i«iyf»'. i'§*r ,•>;;./: 'Fjl^Bl'i m ^•m-5 S* :||P § : <Q';**i| •h'.'t ;:||•jitl l2» ^.•]da)P*-ill: O 0 >ehavioral1oc 0)p*o 3 CDi fi>•o O fi><ocI-K 1 ro 01o 00*<r*CD l~0) O Cr+ Is) 7s •n/uCDfi>Q. *< ACORD-DATECMM/bb/YYYY) 04/02/2007 PRODUCER .Aon Risk Services, inc. of PennsylvaniaOne Liberty Place1650 Market Street Suite 1000 Philadelphia PA 19103 USA PHONE- (8665 283-7122 FAX- (847) 953-5390 INSURED CIGNA Behavioral Health, Inc. (A Subsidiary of CIGNA Corp.) 11095 Viking Drive Suite 350 Eden Prairie MN 55344 USA THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSt ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DO( PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN E AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR A A B A B C ADD'I DSSRD TYPE OF INSURANCE 5ENERAL LIABILITY * COMMERCIAL GENERAL LIABILITY CLAIMS MADE [X | OCCUR_ GENT. AGGREGATE LIMIT APPLIES PER: 1 POLICY 1 1 PRO- [x~| LOC 1 1 1 1 JECT 1 1 AUTOMOBILE LIABILITY X ANY AUTO "5T ALL OWNED AUTOS 3T SCHEDULED AUTOS 3T HIRED AUTOS 3T NON OWNED AUTOS GARAGE LIABILITY 1 ANY AUTO EXCESS /UMBRELLA LIABILITY [OCCUR | | CLAIMS MADE [DEDUCTIBLE | RETENTION WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR / PARTNER / EXECUTIVE OFFICER/MEMBER EXCLUDED? If yes, describe under SPECIAL PROVISIONS below OTHER Misc Liab cvg POLICY NUMBER HDOG21734500 ISAH0822481A WLRC44441421 AOS WLRC44441433 CA SCFC44441445 WI FZ0701651 Professional Liability THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE NAIC# INSURERA: ACE American Insurance Company 22667 INSURERS: Indemnity Insurance Co of North America 43575 INSURER c Lloyd's of London 0005FI INSURER D: | INSURER E: | JRED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING :UMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. POLICY EFFECTIVE DATE(MM\DD\YY) 07/01/06 07/01/06 07/01/06 07/01/06 07/01/06 03/30/07 POLICY EXPIRATION DATE(MMVDDWY) 07/01/07 07/01/07 U//UJ./U/ 07/01/07 07/01/07 03/30/08 LIMITS EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurence) MED EXP (Any one oerson) PERSONAL & ADV INJURY GENERAL AGGREGATE PRODUCTS - COMP/OP AGO COMBINED SINGLE LIMIT (Ea accident) BODILY INJURY (Per person) BODILY INJURY (Per accident) PROPERTY DAMAGE (Per accident) AUTO ONLY - EA ACCIDENT OTHER THAN AUTO ONLY : EAACC AGO EACH OCCURRENCE AGGREGATE X |WC STATU- TORY yMrrg 1OTH- ER Ei. EACH ACCIDENT E.L. DISEASE-EA EMPLOYEE E.L. DISEASE-POLICY LIMIT Per occurrence $1,000,000 $100,000 $5,000 $1,000,000 $3,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS City of Carlsbad is included as Additional Insured with respect to the General Liability policy.Certificate No : 570021795953 Holder Identifler := B £j S= S City of CarlsbadAttn: Debbie Jackson 1635 Faraday AvenueCarlsbad CA 92008 USA SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER. ITS AGENTS OR REPRESENTATIVES. AUTHORIZED REPRESENTATIVE NOT TRANSFERABLE BUS. NUMBER 1223711 DATE ISSUED 1/9/2007 SIC CODE 8999 OWNER FIRM OR CORPORATION NAME BUSINESS NAME MAILING ADDRESS CITY AND STATE CITY OF CARLSBAD BUSINESS REGISTRATION CERTIFICATE POST IN CONSPICUOUS PLACE The, pwMn. firm or ujipurtun named Mow !• gran** IN* burinm otrMcaoi punuMtt » na prmWora ot ttw ay Bukms UGWM On*unc» to wm« I CMy an or conduct ttw burinHa. tradt. oOng. protauion, cdhKMan or occupraon dMcrtMd brtaw. Inumct or aw cwttkaM b not an •ndohMrnftn; n i ot oomptanci viflh ottwr ordbuncos or tonn. TNi liranu Is ItjtMd without wiHorilon the* ttM IOMIMO to Mb)Md to or kmunpt torn lowulna by It BUSINESS LOCATION 11095 VIKING DRSTE 350 SIC DESCRIPTION Services, Not Elsewhere Classified CIGNA BEHAVIORAL HEALTH, INC. CIGNA BEHAVIORAL HEALTH, INC. 11095 VIKING DRSTE 350 EDEN PRAIRIE, MN 55344-7234 EXPIRATION DATE 1/31/2008 KEEP FOR YOUR RECORDS BUSINESS TAX RECEIPT BUS. NO. 1223711 DATE ISSUED 1/9/2007 08.160 $50.00 BALANCE TAXES PAID IN ACCORDANCE WITH Cm BUSINESS TAX ORDINANCE CITY OF CARLSBAD