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Item C12
C12 BOARD OF COUNTY COMMISSIONERS COUNTY of MONROE i Mayor Holly Merrill Raschein,District 5 The Florida Keys Mayor Pro Tern James K.Scholl,District 3 Craig Cates,District 1 Michelle Lincoln,District 2 David Rice,District 4 Board of County Commissioners Meeting December 13, 2023 Agenda Item Number: C 12 2023-1705 BULK ITEM: Yes DEPARTMENT: Employee Services TIME APPROXIMATE: STAFF CONTACT: Natalie Maddox N/A AGENDA ITEM WORDING: Approval of Third Amendment to Pharmacy Benefit Management Services Agreement with Capital Rx, Inc., transitioning mail order and specialty medication services to Optum and making some pricing changes effective January 1, 2024. ITEM BACKGROUND: In July of this year, the Board granted approval and authorized execution of a Second Amendment to Pharmacy Benefit Management Services Agreement with Capital Rx, Inc. to provide Pharmacy Benefits Management Services and an Employer Group Waiver Program for employees, retirees, and dependents, to extend agreement to cover 1/1/2021 - 12/31/2026. The approval of the third amendment to the Pharmacy Benefits Management will provide for the transition to Optum as the service provider for mail order and specialty medications effective January 1, 2024. The recommendation to approve this contract amendment is supported by Gallagher Benefits Services Consultants, Monroe County's Benefit Consultants. Effective date of this Amendment is 1/1/2024. PREVIOUS RELEVANT BOCC ACTION: 1/22/2020: Board granted approval to advertise a Request for Proposals for Pharmacy Benefit Management Administrative Services and Medicare Employer Group Administrative Services with supplemental wrap-around benefits. 7/15/2020: Board granted approval to award bid and to negotiate an Agreement with Capital Rx, Inc., to provide Pharmacy Benefits Management Services for employees, retirees, and dependents beginning January 1, 2021. 8/19/2020: Board granted approval and authorized execution of a three-year Agreement with Capital Rx, Inc., to provide Pharmacy Benefits Management Services and an Employer Group Waiver Program for employees, retirees, and dependents beginning January 2, 2021; and granted approval and 736 authorized execution of the Business Associate Agreement. 11/17/2020: Board granted approval and authorized execution of an Amendment to the Contract with Capital Rx, the County's pharmacy provider, expanding the scope of services and cost to include an additional configuration necessary to establish electronic data feeds for benefit selection, claims management, and billing with the Workday ERP Software System currently being implemented by the office of the Clerk of the Circuit Court and Comptroller, and also changing the frequency for billing from biweekly to weekly. 7/19/2023: Board granted approval and authorized execution of a Second Amendment to Pharmacy Benefit Management Services Agreement with Capital Rx, Inc. to provide Pharmacy Benefits Management Services and an Employer Group Waiver Program for employees, retirees, and dependents, to extend agreement to cover 1/1/2021 - 12/31/2026. This renewal reflected an increase in year 1 of the renewal period (Year 1 of the contract) of approximately $ 0.50 per claim (7.69%) for processing, and an increase in years 5 and 6 of the contract of$0.15 (0.21%)per claim. INSURANCE REQUIRED: Yes CONTRACT/AGREEMENT CHANGES: This amendment will transition mail order and specialty medication services to Opium effective January 1, 2024. STAFF RECOMMENDATION: Approval. DOCUMENTATION: 071923.13OCC Item D21_Capital Second A end ent.pdf 1 st Amendment 11 17_2020.pdf 2 2023_07_COI_Capital_RX_signed_exp_2_10_24.pdf 08 19_200 Agreement Capital Rx.pdf Third_Amendment_PBM_Effective_1_1_24 REV.pdf FINANCIAL IMPACT: Fund 502 - Group Insurance Fund, Cost Center 08002 - Group Insurance Operations Effective Date: 01/01/2024 Expiration Date: 12/31/2026 737 Kevin Madok, cpA Clerk of the Circuit Court& Comptroller— Monroe County, Florida DATE: Jul), 25, 2023 TO: 11n,an Cook, Director Employee Services ATTN: Natalie Maddox Sr. Employee Benefits Administrator FROM: Panicla G. Hwico 4(-1. SUBJECT: Jul), 19" 110CC Meeting Allaclicd is an, electronic cop),offlic following item for)'our handling: D21 Second Amendment to Pliannac), Benefit Management Services Agreement "111i Capital Rx, Inc., to provide Plianiiac)- Benefits Management scr%lces and an, Eniplo),cr Group Waiver Program ['or ciiiplo)ves, retirees, and dependents, to extend the terns of the Agrcenierit to cover 1/1/2024 - 12/31/2026. 11ils renewal reflects aii increase in ),car I of renewal period (Year I oftlic contract) ol'approxiniatel), $ 0.50 per clalini (7.69%) 1'()r processing, aild all increase iri )vars 5 and 6 of thecontract of$ 0.15 (.021%) per claim. D22 Fourth Amendment to Administrative Services Ageement with f1ori'da Blue, in the amount ol'approxiniatcIN- $1.1 million dollars, extending die term oft-lic Agreement bN1 live (5) )ears (I)cginnirig 1/1/21 dirougli 12/31/28), to continue providing Claims Administration, Case Management and I TIllization Review Senices, Disease Management, Network Management, M'ellness Programs raid ollier Related Services to Moriroe Count),. Sliould ),oil liavc aii),questions please feel free to contact nie at (305) 292-3550. CC: Comity Atlonic), Fillance File KEY WEST MARATHON PLANTATION KEY PK/ROTH BUILDING 500 Whitehead Street 3117 Overseas Highway 88820 Overseas Highway 50 High Point Road Key West,FIcKida 33040 Marathon,Florida 33050 Plantation Key,Florida 33070 Plantation Key,Florida vimn 305-294-4641 305-289-6027 305-852-7145 305-852-7145 738 SECOND AMENDMENT TO PHARMACY BENEFIT MANAGEMENT SERVICES AGREEMENT This Second Amendment (hereinafter "Agreement") to the Pharmacy Benefit Management Services Agreement dated January 1,2021 ("Agreement"),is made and entered into this I st day of January,2024,by and between Monroe County Board of County Commissioners("Sponsor"),and Capital Rx, Inc. ("Capital Rx"). Each of Sponsor and Capital Rx is sometimes individually referred to herein as a"Party" and together as the "Parties". WHEREAS, Capital Rx operates a prescription benefit management program for sponsors requestiong prescription benefit management and related services; and WHEREAS, Sponsor provides for the payment of prescription drugs and related services for persons eligible to receive such benefits; and WHEREAS, Sponsor desires to continue to utilize the services of Capital Rx and certain of its Affiliates, including an entity that holds a Pharmacy Benefit Manager ("PBM"), Third Party Administrator ("TPA"), or similar license, to provide a prescription drug benefit program for its Members; and WHEREAS, the Parties wish to amend the Agreement in order to extend the term of the Agreement and also to amend other terms and conditions; NOW, THEREFORE, in consideration of the covenants and agreements set forth herein, Capital Rx and Sponsor agree as follows: 1. The parties agree to update the Agreement in order to comply with new requirements under applicable Law. a. Section 5.3 of the Agreement shall be deleted in its entirety and replaced with the following: Ownership. Sponsor shall maintain exclusive ownership of Claims data but will provide Capital Rx with a non-exclusive, perpetual license to utilize such data such that Capital Rx may 1) provide the PBM Services under this Agreement, 2) for internal use, and 3) as otherwise allowed by Law. Any clinical and other programs implemented by Capital Rx, including any Formulary,together with any related materials,manuals, lists and descriptions provided hereunder,will remain the exclusive property of Capital Rx. b. Section 6.3 of the Agreement shall be deleted in its entirety and replaced with the following: Exceptions. "Confidential Information" does not include information that (a) prior to disclosure hereunder was known by the Receiving Party, provided that there has not been a violation of any confidentiality obligation to the Disclosing Parry, (b) is or subsequently becomes publicly available without violation of any confidentiality obligation owed to the Disclosing Party, (c) is independently developed by the Receiving Party without violation of this Agreement, (d) is required to be disclosed under the Employee Retirement Income 1 739 Security Act (ERISA), as amended, or (e) is disclosed with the written approval of the Disclosing Party. c. Section 6.8 of the Agreement is hereby renumbered as Section 6.9. d. The following shall be added as Section 6.8 of the Agreement: No Gag Clauses.Nothing in this Agreement or the Schedules hereto shall be construed to be a gag clause that would operate to restrict the Plan from electronically accessing de-identified Claims data for each Plan participant upon request on a per Claim basis or prevent the Plan from sharing such information with a Plan business associate. e. Section 9.1 of the Agreement shall be deleted in its entirety and replaced with the following: Compliance with Law. The Parties represent and warrant that, at all times under this Agreement, they will comply with all Laws governing the performance of their respective businesses and to the performance of their respective obligations hereunder,including without limitation any Laws, including but not limited to ERISA, as amended, relating to the disclosure or notification of compensation,plan benefits,Rebates to Groups and/or Members, or Plan level Prescription Drug information. By signing this Agreement, Sponsor confirms that it has been provided with and has reviewed Capital Rx's compensation disclosures set forth in Schedule G in accordance with ERISA 408(b)(2). The Parties further represent and warrant that each shall maintain all licenses, certifications, and/or qualifications that are required by Law relating to the operation of their respective businesses and/or to comply with their obligations under this Agreement. f. Section 9.2 of the Agreement shall be deleted in its entirety and replaced with the following: Independent Contractors. The relationship between Capital Rx and Sponsor is solely that of independent contractors engaged in the operation of their own respective businesses.Nothing contained in this Agreement shall be construed as creating an employee/employer or agency relationship. Sponsor will not represent that Capital Rx or any of its Affiliates is a Plan Administrator or fiduciary of a Plan or any Group, as applicable, as those terms are used in the Employee Retirement Income Security Act,including applicable regulations. g. Section 9.3 through 9.21 of the Agreement are hereby renumbered as Section 9.4 through 9.22. h. The following shall be added as Section 9.3 of the Agreement: Named Fiduciary. Sponsor is the named fiduciary for the Plan(s) and is responsible for and shall have the sole discretion to decide all matters pertaining to the interpretation and administration of the Plan. Capital Rx provides solely ministerial service functions in connection with the Plan(s)sponsored by Sponsor. Sponsor acknowledges that it has the sole authority to control and administer the Plan(s). Although Sponsor has delegated to Capital Rx the authority to perform administrative and/or clinical initial coverage determinations and appeals Sponsor has complete discretionary,binding,and final authority to construe the terms of the Plan(s),to interpret ambiguous language,to make factual determinations regarding the payment of benefits,to review denied claims and to resolve any complaints by Members. i. The following shall be added to the end of Schedule A, Section 6. of the Agreement: Page 2 of 12 740 M. Prescription Drug Disclosures. Capital Rx will provide Sponsor with the information required for Sponsor to meet Prescription Drug reporting requirements under the Consolidated Appropriations Act of 2021 (the "CAA"). Aggregated Prescription Drug information will include the reports as outlined by the Centers for Medicare and Medicaid Services (CMS) or the Department of Labor(DOL)that are attainable solely from prescription Claims data. Unless the Parties make a separate agreement, the annual reporting described in this Schedule A, Section 6., M will be provided to the Sponsor reasonably in advance of Sponsor's reporting requirements subject to additional fees as outlined in Schedule B, Section 6. Estimated compensation disclosures made pursuant to ERISA Section 408(b)(2) will be made reasonably in advance of the parties entering into, extending or renewing this Agreement. j. The following shall be added to Schedule B, Section 8. of the Agreement: No Violation of Law. Nothing in this audit provision should be read to prevent Sponsor from electronically accessing de-identified Claims data for each Plan participant upon request on a per claim basis, including access to Claim-related financial information, relevant service codes, and any other data element in Claim or encounter transactions, nor from sharing the information that is accessed with a Plan business associate, pursuant to the execution of a confidentiality agreement. k. Schedule G,as set forth below, shall be added to the Agreement. 2. The parties agree to incorporate new Value-Added Administrative Services for which Sponsor will not be charged unless Sponsor elects such services. a. Section 6 of Schedule A of the Agreement shall be deleted in its entirety and replaced with the following: 6. VALUE-ADDED ADMINISTRATIVE SERVICES (OPTIONAL) Upon Sponsor election, Capital Rx will provide the following Value-Added Administrative Services. The pricing terms applicable for Value-Added Administrative Services are set forth in Schedule B. A. Specialty Programs. i. RxCap Program.* Capital Rx will provide Sponsor the RxCap program to maximize the value of manufacturer-sponsored copay assistance program(s) for target Specialty Drugs filled through the Specialty Pharmacy. ii. RxContain Program.* Capital Rx will provide Sponsor the RxContain program that coordinates Member enrollment into alternative funding programs for target Specialty Drugs(i.e.,carve-out).Alternative funding programs include,but are not limited to, manufacturer-sponsored and/or charitable organization-sponsored patient assistance programs. B. Custom Network Management. Capital Rx will work with Sponsor to establish a custom network of Participating Pharmacies. Sponsor and Capital Rx agree to work in good faith to support Capital Rx's contracting with such pharmacies.Capital Rx will Page 3 of 12 741 provide Sponsor ongoing custom network configuration and management services in accordance with the terms of this Agreement. C. Custom Formulary Management. Capital Rx will work with Sponsor to establish a custom Formulary, provided that the drugs included on Sponsor's custom Formulary have been evaluated by a Pharmacy and Therapeutics Committee. Capital Rx will provide Sponsor ongoing custom Formulary configuration and management services in accordance with the terms of this Agreement and will work with Sponsor to affect the adoption, distribution, and implementation of such Formulary. D. Rx Unite.* Capital Rx will deploy Rx Unite reporting in addition to Capital Rx's standard reporting suite for Sponsor's Plan. Sponsor, and any designated third parties, shall work with Capital Rx to load additional benefit information, including but not limited to medical claims. By combining this additional benefit information with the Paid Claims administrated by Capital Rx under this Agreement, Capital Rx will work with Sponsor to provide plan specific insights on chronic conditions to improve overall Plan performance. E. White Labelled Member Communications. Capital Rx will white-label standard Member-communications to Sponsor's branding and design requirements. F. Rx Concierge PA.* High-touch program streamlines the prior authorization process through proactive outreach and improves the Member and provider experience. Prescribers receive proactive, outbound telephone call(s) based on reject reports that initiate the prior authorization process in near real time. When a coverage determination is made following review, the provider, pharmacy and Member each receive an outbound telephone call to review the determination outcome and next steps. G. Rx Smart Save.* Currently includes two levels: i. Level 1: Low-cost alternative opportunities are identified at the point of adjudication and Members receive a push notification through Capital Rx's Member tools outlining cost-savings available by utilizing a lower cost alternative. ii. Level 2: Capital Rx pharmacist performs proactive outreach to Members and providers in order to facilitate a switch to a lower-cost alternative. Pharmacist outreach is based on claim reports that initiate outreach in near real time. H. Rx Control (Split Fill).* Rx Control eliminates unnecessary Drug spend for Sponsor by targeting oral Specialty Drugs that are often associated with early discontinuation due to tolerability and/or side effects. Medications targeted in this program are limited to as a fifteen(15)day supply,as opposed to the traditional thirty(30)day fill. A team member from the Specialty Pharmacy contacts a Member before each fill to monitor side effects,assess member response and address any barriers to care. L Rx Allv.* Rx Ally promotes safe use of opioids by implementing opioid restrictions at the point of sale. J. Rx Helix.* Capital Rx proprietary algorithms identify Members eligible for a pharmacogenomics test ("PGx test") and Capital Rx clinical teams engage Members with the opportunity to register for a PGx test. Upon Member registration, a PGx test Page 4 of 12 742 is conveniently mailed to a Member's home and the results are received within 7-10 days. Following receipt of PGx test results, a pharmacist conducts a Personalized Medication Review(PMR)with the Member and addresses findings directly with their prescriber. K. Rx Enhance.* Rx Enhance is designed to improve adherence and address gaps in care for Members with diabetes, hypertension, high cholesterol, COPD and asthma via multichannel member communication and real-time provider notification. There are two levels of care available: 1. Level 1: Monthly motivational Member text messaging to address barriers to adherence and JUDI-enabled prescriber notifications to close gaps in care. 2. Level 2: In addition to Level 1 interventions, clients who opt into Level 2 also receive high-touch pharmacist outreaches to Members and prescribers to address other key clinical issues. L. Other Value-Added Administrative Services. Sponsor will pay for additional Value-Added Administrative Services provided by Capital Rx as utilized by Sponsor and as set forth in Schedule B. *After election, Sponsor must provide at least one hundred and eighty(180) days prior written notice to discontinue this service. 3. The parties agree to extend the Initial Term of the Agreement through December 31, 2026. a. The table of Minimum Effective Rate Guarantees in Section 1 of Schedule B of the Agreement shall be deleted in its entirety and replaced with the following: 1st 2na 3ra 4tn 5tn 6tn Contract Contract Contract Contract Contract Contract Year Year Year Year Year Year Retail Brand 30 18.00% 18.25% 18.50% 18.65% 18.80% 18.95% Retail Brand 90 21.50% 21.75% 22.00% 22.05% 22.20% 22.35% Retail Generic 30 86.00% 87.00% 88.00% 88.05% 88.25% 88.45% Retail Generic 90 86.00% 87.00% 88.00% 88.05% 88.25% 88.45% b. The table of Maximum Dispensing Fee Guarantees in Section 1 of Schedule B of the Agreement shall be deleted in its entirety and replaced with the following: 1st 2na 3ra 4tn 5tn 6tn Contract Contract Contract Contract Contract Contract Year Year Year Year Year Year Retail Brand 30 $0.75 $0.65 $0.50 $0.50 $0.50 $0.50 Retail Brand 90 $0.50 $0.50 $0.50 $0.50 $0.50 $0.50 Page 5 of 12 743 Retail Generic 30 $0.75 $0.65 $0.50 $0.50 $0.50 $0.50 Retail Generic 90 $0.50 $0.50 $0.50 $0.50 $0.50 $0.50 c. The table of Minimum Effective Rate Guarantees in Section 2 of Schedule B of the Agreement shall be deleted in its entirety and replaced with the following: 1st 2na 3ra 4tn 5tn 6tn Contract Contract Contract Contract Contract Contract Year Year Year Year Year Year Mail Brand 25.00% 25.25% 25.50% 25.55% 25.60% 25.65% Mail Generic 86.00% 87.00% 88.00% 88.05% 88.25% 88.45% d. The table of Maximum Dispensing Fee Guarantees in Section 2 of Schedule B of the Agreement shall be deleted in its entirety and replaced with the following: 1st 2na 3ra 4tn 5tn 6tn Contract Contract Contract Contract Contract Contract Year Year Year Year Year Year Mail Brand $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Mail Generic $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 e. The table of Minimum Effective Rate Guarantees in Section 3 of Schedule B of the Agreement shall be deleted in its entirety and replaced with the following: 1st 2na 3ra 4tn 5tn 6tn Contract Contract Contract Contract Contract Contract Year Year Year Year Year Year Exclusive Specialty 19.00% 19.25% 19.50% 19.65% 19.80% 19.95% Open Specialty 18.00% 18.25% 18.50% 18.65% 18.80% 18.95% f. The table of Maximum Dispensing Fee Guarantees in Section 3 of Schedule B of the Agreement shall be deleted in its entirety and replaced with the following: 1st 2na 3ra 4tn 5tn 6tn Contract Contract Contract Contract Contract Contract Year Year Year Year Year Year Mail Specialty $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Retail Specialty $0.75 $0.65 $0.50 $0.50 $0.50 $0.50 Page 6 of 12 744 g. The table of Minimum Guaranteed Rebates in Section 4 of Schedule B of the Agreement shall be deleted in its entirety and replaced with the following: 1st 2nd 3rd 4tn 5tn 6tn Contract Contract Contract Contract Contract Contract Year Year Year Year Year Year Retail Brand 30 $172.00 $186.00 $200.00 $214.00 $232.00 $252.00 Retail Brand 90 $500.00 $556.50 $605.00 $625.00 $650.00 $675.00 Mail Brand $600.00 $670.00 $740.00 $770.00 $780.00 $790.00 Brand Specialty $1,800.00 $1,925.00 $2,075.00 $2,385.00 $2,535.00 $2,705.00 h. The table of fees for Core Administartive Services in Section 6 of Schedule B of the Agreement shall be deleted in its entirety and replaced with the following: 1st 2nd 3rd 4tn 5tn 6tn Contract Contract Contract Contract Contract Contract Year Year Year Year Year Year Per Paid Claim $6.50 $6.50 $6.50 $7.00 $7.15 $7.30 Administrative Fee i. The table of fees for Value-Added Administrative Services in Section 6 of Schedule B of the Agreement shall be deleted in its entirety and replaced with the following: 16 It 16 IB IB 16 Eli2ibility&Accumulation Services Manual Eligibility $2.00 per eligibility record change Electronic Prescribing $0.16 per positive eligibility transaction Retroactive Termination Letters $1.50 per letter Custom Coding (post-implementation only) $5,000 per occurrence ID Cards and Communications Welcome Booklet(with or without ID Cards) $3.00 plus postage ID Card Reissues $1.50 plus postage Targeted Member Mailings $1.50 plus postage Special Mailing Requests Quoted upon request Claims Processin2 and Pa ment Out-of-Cycle Reversals $0.50 per out-of-cycle reversal Claim Direct Member Reimbursement(DMR) and $2.00 per DMR or RCA Claim,plus Core Retroactive Claim Adjustments (RCA) Administrative Fee Subrogation Claims $4.00 per subrogated Claim,plus Core Administrative Fee Manual Overrides $0.50 per manual override Check Processing Fee $50.00 per check High Dollar Claim Review (HDCR) $0.50 per Claim review Utilization Review Services Page 7 of 12 745 Clinical Prior Authorization Review $45.00 per pharmacist mediated review Urgent Clinical Prior Authorization Review $60.00 per pharmacist mediated review Standard Is'and 2nd Level Appeals Processing $400 per review Urgent Appeals $550 per review Independent Review Organization (IRO) services—access panel of IROs for external Pass through of fees from IRO entities reviews Value-Added Support Services Custom Drug List Management $1,000 per month per list Specialty Services RxCap Program $100.00 per RxCap Paid Claim Specialty Carve-Out Service Support $0.25 -$0.50 per Paid Claim RxContain Program 20%of program savings Custom Network Management Quoted upon request based on scope Custom Formulary Management Quoted upon request based on scope White-Labelled Member Communications Quoted upon request based on scope Rx Unite $5,000 one-time implementation fee + $0.50 PMPM Rx Concierge (High Touch PA Program) $2.00 PMPM(standard PA fees apply) Rx Smart Save Level 2 $0.50 PMPM Rx Control $0.03 PMPM Rx Ally No program fee; standard PA fees apply for manual clinical reviews and overrides Rx Helix $500 per case Rx Enhance Level 1 $0.10 PMPM <2,OOOlives: $1.50PMPM Rx Enhance Level >2,000 lives: $1.00 PMPM Network Audit/Fraud,Waste and Abuse Sponsor-requested audits of pharmacy On-site audit: $2,500 per audit Desk audit: $1,000 er audit Custom FWA Program Quoted upon request Compliance Services Section I I I Reporting $1,500 per submission CAA Reporting Annual report bundle: $500 each Submission support: $1,500 Additional Sponsor Audits Sponsor Audits (>1 per year) $15,000 per additional audit Retiree Services RDS Support Services $1.00 -$6.50 PMPM, depending on enrollment and services required RDS Re-openings Quoted upon request EGWP Support Services Quoted upon request Post-Termination Services Open Refill Transfer File (ORTF) $4,500 per file Prior Authorization History File $3,500 per file Accumulator History File $2,500 per file Page 8 of 12 746 4. All other terms or provisions of the Agreement not modified by this Second Amendment, or any other amendments or addenda shall remain unchanged. [SCHEDULE G FOLLOWS] Page 9 of 12 747 SCHEDULE G COMPENSATION DISCLOSURE Pursuant to the requirements in the Employee Retirement Income Security Act of 1974 (ERISA) Section 408(b)(2)(B) (29 U.S.C. 1108(b)(2)(B)),' Capital Rx has prepared the following disclosure of all compensation it reasonably expects to receive this calendar year in connection with various services Capital Rx will perform on behalf of Sponsor, as set forth in the Agreement. We have prepared this disclosure in good faith,based on reasonable diligence,and in order to support Sponsor,recognizing that Capital Rx may not qualify as a covered service provider under any given client contract or arrangement. Description of Services: Capital Rx will be providing Pharmacy Benefit Management Services("PBM Services")as enumerated in Section 2 and Schedule A of the Agreement. Fiduciary Status: Capital Rx will not provide,nor does it reasonably expect to provide, services under this Agreement that will confer upon Capital Rx the status of a plan fiduciary, as defined in ERISA or under applicable state law. See Section 9 of the Agreement. Direct Compensation: Capital Rx earns administrative fees in connection with the services it performs on behalf of Client. Those administrative fees are referenced in Section 4 of the Agreement and enumerated in Schedule B. Capital Rx may enter into collaborative arrangements with brokers, consultants, and other businesses and individuals called "Channel Partners," which receive direct compensation from Sponsor or Capital Rx; Capital Rx does not receive any direct or indirect compensation from Channel Partners. Any direct compensation Sponsor pays the Channel Partner via Capital Rx if applicable is expressly indicated in the Agreement at Schedule B under the heading "Authorized Third Parties". Capital Rx contracts with a rebate aggregator in connection with the services it performs on behalf of Sponsor. Capital Rx credits Sponsor 100%of the Rebates it receives from the rebate aggregator, as set forth in Schedule B of the Agreement. While the rebate aggregator does not view its services as subject to the disclosure requirements set forth in 29 U.S.C. § 1108(b)(2)(B), Capital Rx hereby discloses that the rebate aggregator earns direct compensation called "program management fees," comprised of a percentage of the rebates, which the rebate aggregator withholds. Indirect Compensation: Capital Rx receives no indirect compensation from any source. Capital Rx has requested and made good faith efforts to obtain, but has not received, information regarding any indirect compensation that its rebate aggregator may receive in connection with services it has been subcontracted to perform, but the rebate aggregator does not view its services as subject to the disclosure requirements set forth in 29 U.S.C. § 1108(b)(2)(B). Capital Rx discloses its own rebate commitments and guarantees in Section 4 and 5 the Agreement, as well as in Schedule B. Compensation Received on a Transactional Basis: Capital Rx sometimes enters into collaborative arrangements with Channel Partners, as described above, and does not receive compensation from Channel Partners for these arrangements. Any compensation received by a Channel Partner should be ' Under ERISA Section 408(b)(2), a covered service provider must provide a description of all direct and indirect compensation that the covered service provider, an affiliate, or a subcontractor reasonably expects to receive in connection with the specified brokerage or consulting services that the covered service provider performs under a contract or arrangement with a covered plan, or upon termination of the contract or arrangement; as well as a description of any compensation paid among the covered service provider,an affiliate,or a subcontractor in connection with such services if the compensation is set on a transaction basis. 29 U.S.C. § 1108(b)(2)(B). Page 10 of 12 748 disclosed in that Channel Partner's 29 U.S.C. § 1108(b)(2)(B) compensation disclosure to Sponsor. Any direct compensation Sponsor pays the Channel Partner via Capital Rx is expressly indicated in the Agreement at Schedule B under the heading"Authorized Third Parties." Sometimes Capital Rx pays a Channel Partner commissions on a per-claim basis under service agreements that result from the Channel Partner's efforts. Compensation Related to Termination: The Agreement may contain a penalty provision connected to early termination of the contract without cause. .See Section 7 of the Agreement for any such termination provision. Schedule B lists post-termination services and the direct compensation that Capital Rx expects to receive in connection with any such services. Capital Rx is not aware of any termination-related compensation due to any subcontractors in connection with the termination of this Agreement. To the best of Capital Rx's knowledge,this disclosure is accurate as of the Effective Date of the Agreement. Capital Rx reserves the right to issue amendments and modifications to this disclosure in a reasonable format throughout the Term of the Agreement. This disclosure has been prepared in good faith, based on reasonable diligence, and was drafted to comply with applicable requirements under 29 U.S.C. §1108(b)(2)(B). Capital Rx is not responsible for the failure of any other service provider to make its required disclosure of direct and indirect compensation. In the event that Capital Rx made any error or omission in disclosing this information and later learns of such an error or omission,the correct information will be disclosed as soon as practicable,and within thirty(30)days from discovery of the error or omission. Capital Rx reserves the right to issue amendments and modifications to this disclosure and such modification may be done formally, through issuance of another disclosure form, or within the body of emails throughout the plan year. Individual modifications or updates to compensation disclosures do not invalidate or replace the entirety of this disclosure,but rather only modify the provisions that are indicated. [SIGNATURE PAGE FOLLOWS] Page 11 of 12 749 SECOND AMENDMENT SIGNATURE PAGE WHEREOF, each party caused this Amendment to be executed by its duly a r sentative. Execution by the Contractor must be by a person with authority to bind e it BOARD OF COUNTY COMMISSIONERS s zf adok, Clerk OF MONROE COUNTY, FLORIDA Bv: By: As Deputy Clerk ayor Pro Tem Date aZ-A> MONROE COUNTY ATTORNEY'S OFFICE CAPITAL RX, INC. Approved for form and legal sufficiency knstl� Signature:Kiistin Beglev Jut EMI) Print Name: Kristin Begley Cynthia all, Sr. Assistant County Attorney Title: CGO Date:Jun 30,2023 F= rrt CD ace N) cil CD C* 4 Page 12 of 12 750 CIIIIIIIIIII ''I '''° IIIII"°°°°°IIIId MariIIIf-oeuIIII"°°°°°IIII IIII IIII �11111111I It to uuuuumulu"I ummilll � Final Audit Report 2023-06-30 Created: 2023-06-30 By: Lenore Keefer(Ikeefer@cap-rx.com) Status: Signed Transaction ID: CBJCHBCAABAAeBzlKucnwK_ecdpflFnVOfa87oQYzrhl "Capital Rx and Monroe County—Second Amendment to PBMSA " History Document created by Lenore Keefer(Ikeefer@cap-rx.com) 2023-06-30-12:41:19 PM GMT Document emailed to kristinbegley@cap-rx.com for signature 2023-06-30-12:43:24 PM GMT �.....� Email viewed by kristinbegley@cap-rx.com 2023-06-30-1:40:01 PM GMT r�x Signer kristinbegley@cap-rx.com entered name at signing as Kristin Begley 2023-06-30-1:40:20 PM GMT r�x Document e-signed by Kristin Begley (kristinbegley@cap-rx.com) Signature Date:2023-06-30-1:40:22 PM GMT-Time Source:server Agreement completed. 2023-06-30-1:40:22 PM GMT Adobe Acrobat Sign 751 Client#: 1865577 CAPITRX DATE(MM/DD/YYYY) ACORDTM CERTIFICATE OF LIABILITY INSURANCE 1 5/18/2023 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT:If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement.A statement on this certificate does not confer any rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Gerard Dimino USI Insurance Services, LLC PHONE 800 227-0185 FAX A/C,No,Ext: (A/C,No): 180 Park Avenue E-MAIL ADDRESS: gerard.dimino@usi.com Suites 103 INSURER(S)AFFORDING COVERAGE NAIC# Florham Park, NJ 07932 INSURER A:Continental Casualty Company 20443 INSURED INSURER B:Ohio Casualty Insurance Company 24074 Capital RX, Inc Allied World Assurance Company,Ltd. NONAIC INSURER C: Y. 1 World Trade Center, Suite 49D Westchester Fire Insurance Company 10030 INSURER D: p y New York, NY 10003 INSURER E INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDLSUBR POLICY EFF POLICY EXP LIMITS LTR INSR WVD POLICY NUMBER MM/DD/YYYY MM/DD/YYYY A X COMMERCIAL GENERAL LIABILITY B7013643550 02/10/2023 02/10/2024 EACH OCCURRENCE $2,000,000 CLAIMS-MADE [*OCCUR PREMISESOEa occur°nce $1,000,000 APPROVED BY RISK MANAGEMENT MED EXP(Any one person) $10,000 PERSONAL&ADV INJURY $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: DATE GENERAL AGGREGATE $4,000,000 n n 7/3/2023 X POLICY JECT LOC WAIVER N/A YES PRODUCTS-COMP/OP AGG s4,000,000 OTHER: $ MBINED A AUTOMOBILE LIABILITY B7013643550 02/10/2023 02/10/202 (CEO, identS INGLE LIMIT 1r 000r 000 acc ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE X AUTOS ONLY X AUTOS ONLY Per accident $ A X UMBRELLA LIAB X OCCUR B7013643564 02/10/2023 02/10/2024 EACH OCCURRENCE $1 O 000 000 EXCESS LIAB CLAIMS-MADE AGGREGATE $1 O 000 000 DED X RETENTION$1 O 000 $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? ❑ N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ B Excess Liability ECO2464660220 02/10/2023 02/10/2024 10,000,000 C Cyber/E&O 03133841 05/12/2023 05/12/2024 5,000,000 D Excess C ber/E&O G72579215002 05/12/2023 05/12/202 5,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Additional Coverages: Managed Care E&O policy#HC7CACIYQP002 Effective 05/12/2023-05/12/2024 Limit$5,000,000 EL policy#MML-25435-22 Effective 07/23/2022-07/23/2023 Limit$1,000,000 D&O/EPL policy#ML42628652 Effective: 07/23/2022-07/23/2023 Limit: $5,000,000 Crime policy#P00100099131701 Effective: 09/16/2022-09/16/2023 Limit: $5,000,000 Retention: $50,000 (See Attached Descriptions) CERTIFICATE HOLDER CANCELLATION Monroe Count Board of Count SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE y y THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Commissioners ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton Street, Suite: 2-268 AUTHORIZED REPRESENTATIVE Key West, FL 33040 ©1988-2015 ACORD CORPORATION.All rights reservPH- ACORD 25(2016/03) 1 of 2 The ACORD name and logo are registered marks of ACORD 752 #S40104785/M40102931 LBSZP DESCRIPTIONS (Continued from Page 1) Monroe County Board of County Commissioners is an Additional Insured as respects to General Liability And Auto Liability policies, pursuant to and subject to the policy's terms, definitions,conditions and exclusions. SAGITTA 25.3(2016/03) 2 of 2 753 #S40104785/M40102931 wu+Qr{ Kevin Madak, CPA ... of it it rt Corn n FId cam,. Clerk o e C cu Cou & Ca p a e a roe Cau ty, o da DATE: November 25, 2020 TO: Bryan Cook, Director Employee Services ATTN: Natalie Maddox, Administrator Employee Benefits FROM: Pamela G. Hanc c 7.C.. SUBJECT: November 17'BOCC Meeting Attached is an electronic copy of the following item for your handling: 1i 10 V Amendment to the Contract with Capital Rx, the County's pharmacy pro«ider, expanding the scope of services and cost to include an additional configuration necessary to establish electronic data feeds for benefit selection, claims management,and billing with the Workday ERP software system currently being implemented by the office of the Clerk of the Circuit Court and Comptroller, also changing the frequency for billing from biweekly to weekly. Sliould you leave any questions please feel free to contact me at (305) 292-3550. cc: County Attomey Finance File KEY WEST MARATHON PLANTATION KEY PKIROTH BUILDING 500 Whitehead Street 3117 Overseas Highway 88820 Overseas Highway 50 High Point Road Key West,Florida 33040 Marathon,Florida 33050 Plantation Key,Florida 33070 Plantation Key,Florida TImn 305-294-4641 305-289-6027 305-852-7145 305-852-7145 754 FIRST AMENDMENT TO PHARMACY BENEFIT MANAGEMENT SERVICES AGREEMENT BETWEEN MONROE COUNTY AND CAPITAL RX,INC. This First Amendment to the Pharmacy Benefit Management Services Agreement dated January 1, 2021 ("Agreement"), is made and entered into this 17thti' day of November 2020, by and between Monroe County, a political subdivision of the State of Florida, hereinafter referred to as "County",and Capital Rx,Inc., hereinafter referred to as"Capital Rx"(collectively referred to as the "Parties"). WHEREAS, on August 19, 2020, the Parties entered into the Agreement, by which Capital Rx would provide the pharmacy Benefits for members of the County's dental plan, effective January 1, 2021; and WHEREAS, the price for services proposed by Capital Rx contained in the Agreement between the County and Capital Rx was based on the expectation that the County would continue to utilize a self-service benefits enrollment platform for employees,retirees and dependents that was created and maintained by ClearTrack HR, LLC / Selerix ("ClearTrack"), and that Capital Rx would interface with the ClearTrack platform; and WHEREAS,beginning with Plan Year/calendar year 2022,benefit selection,claims management and billing for the pharmacy benefit program will be done through a Workday platform, rather than through the ClearTrack platform; and WHEREAS, the upcoming change to the ERP platform for benefit enrollment, claims management and billing being developed by Workday, Inc. and Collaborative Solutions, LLC for Plan Year (calendar year) 2022 will require Capital Rx to establish a data connection between Capital Rx and the Workday platform (being implemented in conjunction with Collaborative Solutions, LLC)(the "Project"); and WHEREAS,the Project will require Capital Rx to provide additional services, which were not contemplated at the time that Capital Rx submitted its proposal that led to the current Agreement; and WHEREAS, the work is required to commence immediately and Capital Rx shall continue to participate in the Workday project according to the project timeline, and adhering to deadlines throughout, in order for the County to launch the Workday software on or about July 2021; and WHEREAS, Capital Rx has advised that the one-time cost of the additional services will be not to exceed a fee of fifteen thousand dollars($15,000.00); and WHEREAS,the Parties agree that they desire to compensate Capital Rx for the additional time and effort necessary for coordination and implementation with the Workday platform; and 1 755 WHEREAS, Capital Rx has requested a change to the frequency by which Capital Rx delivers invoices to the County for repayment, to change from biweekly invoices for claims and once per month for administrative charges, to weekly delivery both for claims and administrative charges, in order to minimize the time period between when Capital Rx has paid its providers(pharmacies and pharmacists) for the claims, and the time when the County will reimburse Capital Rx for the claims(up to 45 days, pursuant to the Florida Local Government Prompt Payment Act). NOW THEREFORE, in consideration of the mutual promises contained herein, the parties hereby agree as follows: 1. Schedule A, PBM Services, is amended to add a new paragraph 8,Workday Coordination and Implementation,to read as follows: 8. WORKDAY COORDINATION AND IMPLEMENTATION A. The goal of this portion of services is for Capital Rx to work with Collaborative Solutions, LLC, Workday, Inc, the Monroe County Clerk of Courts, the Clerk's consultant Berry Dunn McNeil & Parker, LLC ("Berry Dunn"), and other key stakeholders in the Project,to establish successful electronic data feeds between Capital Rx and Workday's ERP software,by which member information will be shared in order to transact member eligibility, claims processing and billing for Monroe County's ------ ----- pharmacy benefits plan. B. Monroe County shall provide contact information for Workday and Collaborative Solutions key contacts to Capital Rx, and shall provide all other such information as necessary to facilitate communication with all of the Project stakeholders including but not limited to Collaborative Solutions and Workday regarding the Project. C. Capital Rx shall attend Collaborative Solutions and Workday project meetings. D. Capital Rx shall designate an Implementation Team to work on the Project to assist in establishing a data connection with Workday. At least one dedicated individual will be identified by Capital Rx and assigned to the Project. E. Capital Rx shall participate in testing of systems integrations, during Project meetings and otherwise. F. Time is of the essence on this Project. The current objective of the Project is to establish successful data feeds by no later than July 2021. There are three phases for this Project: (a) initial inputs, followed by testing: (b) revised inputs, followed by testing; (c) final inputs,followed by testing. Monroe County shall provide key deadlines for the Project. It is the responsibility of Capital Rx to allocate sufficient personnel to meet the key deadlines. 2. A new paragraph 4.1 (a) is added under paragraph 4.1 (Payment for Services), to read as follows: (a) Payment for Services in Paragraph 8.1, Schedule A. For the services rendered as described in Paragraph 8.1 within Schedule A to this Agreement,the County shall pay Page 2 of 3 756 fifteen thousand dollars and no cents ($15,000.00). This contract sum is all inclusive; no additional charges,including but not limited to travel,per diems,photocopying,etc., shall be allowed. This contract sum is based on the expectation ofone hundred (100) hours, at a blended hourly rate of one hundred fifty dollars ($150) per hour. This payment shall be made as follows; five thousand dollars and no cents($5,000.00)upon execution of this Amendment, five thousand dollars and no cents ($5,000.00) upon successful testing of revised inputs;and the balance,up to live thousand dollars and no cents ($5,000.00) upon successful establishment of an electronic data feed between Capital 1Zx and Workday, as shown by five (5) successful tests, as certified both by Capital Rx and Workday. 3. Section 4.2 of the Agremment titled Invoices is amended as follows:The first sentence is replaced with the following: Capital Rx will invoice Sponsor for Claims an weekly,and for administrative fees monthly,on a schedule conforming to Capital Rx's billing cycles. Claims invoices include the Per Paid Claim administrative fees. 4. All other terms and conditions of the Agreement remain unchanged and in full force and effect. WITNESS WHEREOF, each party caused this Amendment to be executed by its duly a ed representative. Execution by the Contractor must be by a person with authority to bind BOARD OF COUNTY COMMISSIONERS evin Madok, Clerk OF MONROE , =_a As Deputy Clerk Mayor Ln _a Date rj CAPITAL RX, INC. rr10 Signature: lg Approved as to form and content: Laura A�ernZadeh Monroe County Attomey's Office Print Name: 11-20-2020 Title:Vice President of Legal Date: 11/1612020 Page 3 of 3 757 Client#: 1865577 CAPITRX DATE(MM/DD/YYYY) ACORDTM CERTIFICATE OF LIABILITY INSURANCE 1 5/18/2023 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT:If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement.A statement on this certificate does not confer any rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Gerard Dimino USI Insurance Services, LLC PHONE 800 227-0185 FAX A/C,No,Ext: (A/C,No): 180 Park Avenue E-MAIL ADDRESS: gerard.dimino@usi.com Suites 103 INSURER(S)AFFORDING COVERAGE NAIC# Florham Park, NJ 07932 INSURER A:Continental Casualty Company 20443 INSURED INSURER B:Ohio Casualty Insurance Company 24074 Capital RX, Inc Allied World Assurance Company,Ltd. NONAIC INSURER C: Y. 1 World Trade Center, Suite 49D Westchester Fire Insurance Company 10030 INSURER D: p y New York, NY 10003 INSURER E INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDLSUBR POLICY EFF POLICY EXP LIMITS LTR INSR WVD POLICY NUMBER MM/DD/YYYY MM/DD/YYYY A X COMMERCIAL GENERAL LIABILITY B7013643550 02/10/2023 02/10/2024 EACH OCCURRENCE $2,000,000 CLAIMS-MADE [*OCCUR PREMISESOEa occur°nce $1,000,000 APPROVED BY RISK MANAGEMENT MED EXP(Any one person) $10,000 PERSONAL&ADV INJURY $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: DATE GENERAL AGGREGATE $4,000,000 n n 7/3/2023 X POLICY JECT LOC WAIVER N/A YES PRODUCTS-COMP/OP AGG s4,000,000 OTHER: $ MBINED A AUTOMOBILE LIABILITY B7013643550 02/10/2023 02/10/202 (CEO, identS INGLE LIMIT 1r 000r 000 acc ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE X AUTOS ONLY X AUTOS ONLY Per accident $ A X UMBRELLA LIAB X OCCUR B7013643564 02/10/2023 02/10/2024 EACH OCCURRENCE $1 O 000 000 EXCESS LIAB CLAIMS-MADE AGGREGATE $1 O 000 000 DED X RETENTION$1 O 000 $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? ❑ N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ B Excess Liability ECO2464660220 02/10/2023 02/10/2024 10,000,000 C Cyber/E&O 03133841 05/12/2023 05/12/2024 5,000,000 D Excess C ber/E&O G72579215002 05/12/2023 05/12/202 5,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Additional Coverages: Managed Care E&O policy#HC7CACIYQP002 Effective 05/12/2023-05/12/2024 Limit$5,000,000 EL policy#MML-25435-22 Effective 07/23/2022-07/23/2023 Limit$1,000,000 D&O/EPL policy#ML42628652 Effective: 07/23/2022-07/23/2023 Limit: $5,000,000 Crime policy#P00100099131701 Effective: 09/16/2022-09/16/2023 Limit: $5,000,000 Retention: $50,000 (See Attached Descriptions) CERTIFICATE HOLDER CANCELLATION Monroe Count Board of Count SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE y y THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Commissioners ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton Street, Suite: 2-268 AUTHORIZED REPRESENTATIVE Key West, FL 33040 ©1988-2015 ACORD CORPORATION.All rights reservPH- ACORD 25(2016/03) 1 of 2 The ACORD name and logo are registered marks of ACORD 758 #S40104785/M40102931 LBSZP DESCRIPTIONS (Continued from Page 1) Monroe County Board of County Commissioners is an Additional Insured as respects to General Liability And Auto Liability policies, pursuant to and subject to the policy's terms, definitions,conditions and exclusions. SAGITTA 25.3(2016/03) 2 of 2 759 #S40104785/M40102931 cower+ Kevin Mad* CPA Clerk of the Circuit Court&Comptroller Monroe County, Florida DATE: ()ct.ober 16, 2020 TO: Bryan Cook, Director Employee Services FROM: Pamela G. Hanco , .C. SUBJECT: August 19" BOCC Meeting Attaclied is ari electronic copy of the following item for your liandling: Cl 'l,liree-year Agreement.wide Capital Rx, Inc., to provide Pltarinacy Benefits Management services and an Employer(xroup Waiver Program for employees, retirees, and dependents beginning january 2, 2021; and the Business Associate Agreement. Sliould you leave any questions please feel free to contact me at.(305) 292-3550. CC'. County Attorney Finance File KEY WEST MARATHON PLANTATION KEY PKIROTH BUILDING 500 Whitehead Street 3117 Overseas Highway 88820 Overseas Highway 50 High Paint Road Key West,Florida 33040 Marathon,Florida 33050 Plantation Key,Florida 33070 Plantation Key,Florida 760 305-294-4641 305-289-6027 305-852-7145 305-852-7145 PHARMACY BENEFIT MANAGEMENT SERVICES AGREEMENT THIS AGREEMENT (hereinafter"Agreement") is effective on January 1, 2021 ("Effective Date"), by and between Monroe County Board of County Commissioners ("Sponsor"), with its principal place of business at 1100 Simonton St,Key West,FL.330404,and Capital Rx, Inc.("Capital Rx"),with its principal place of business at 228 Park Avenue S. #87234, New York, NY 10003 (each a"Party" and collectively the"Parties"). WHEREAS, Capital Rx operates a prescription benefit management program for sponsors requesting prescription benefit management and related services;and WHEREAS, Sponsor provides for the payment of prescription drugs and related services for persons eligible to receive such benefits; and WHEREAS, Sponsor desires to procure the services of Capital Rx and certain of its Affiliates, including an entity that holds a TPA or similar license,to provide a prescription drug benefit program for its Members; NOW, THEREFORE, in consideration of the covenants and agreements set forth herein, including the representations contained in the Proposal submitted on or about April 2,2020 by Capital Rx to the Request for Proposals for Pharmacy Benefits Manager, all of which are included in this Agreement as though fully set forth herein, Capital Rx and Sponsor agree as follows: 1. DEFINITIONS The following terms shall have the following meanings: "30-Day Supply"means a Claim with a days supply less than or equal to 83 days. "340B Claim"is a Claim which has been processed under Section 340B of the Public Health Service Act. "90-Day Supply"means a Claim with a days supply greater than 83 days. "Administrative Fee" means the amount Capital Rx charges to Sponsor as compensation for performing PBM Services, based on a per Paid Claim, PEPM,and/or PMPM basis "Affiliate"means any entity that controls,is controlled by,or is under common control with such specified entity. "Ancillary Charge"means the non-covered difference in price between a Brand and the equivalent Generic that a Member pays as part of their Cost Share. "AWP" means the average wholesale price of Drugs or Supplies, as applicable, as dispensed and as set forth in the latest edition of the Medi-Span NDC Price File. AWP is based on the 11-digit NDC submitted by the Participating Pharmacy.. "Benefit Builder" means the form on which Sponsor specifies the Benefit Design and other information necessary for Capital Rx to perform services. 761 "Benefit Design" means the specifications applicable to the Plan, including but not limited to Covered Pharmaceuticals, Cost Share, Participating Pharmacy, and Formulary, set forth in this Agreement or otherwise documented between the Parties. "Brand"means those Drugs or Supplies that are have a Medi-Span Multi Source Code of"M","O",or"N". "Business Days" or"business days" means all days except Saturdays, Sundays, and federal holidays. All references to"day(s)"are to calendar days unless"business day"is specified. "Claim" means a request for payment submitted by a Participating Pharmacy or Member for prescription drugs or services under Sponsor's benefit plan. "Claims Runout"means a process whereby Claims incurred prior to the effective date of the termination of this Agreement may properly be submitted after the effective date of termination. "Compound Prescription"means a prescription consisting of two or more ingredients,at least one of which is a Prescription Drug, and which is prepared by the pharmacist specifically for the Member according to the prescriber's directions.For the avoidance of doubt,the addition of only water and/or flavoring does not result in a Compound Prescription. "Contract Quarter"means the three(3)month period commencing on the Start Date and each consecutive three(3) month period thereafter while this Agreement is effective. "Contract Year"means the twelve(12)month period commencing on the Start Date and each consecutive twelve(12)month period thereafter while this Agreement is effective. "Cost Share" means the amount to be paid by the Member for Covered Pharmaceuticals, such as a copayment or coinsurance, under the Benefit Design. "Copay Assistance"means any discount, repayment, product voucher,or other reduction to the Cost Share, including, but not limited to, a copayment, coinsurance, or deductible,as provided by a manufacturer, directly or indirectly,of Covered Pharmaceuticals. For the avoidance of doubt, patient assistance programs supported by independent third parties are explicitly excluded from this provision. "Covered Pharmaceuticals" means those Prescription Drugs, Compound Prescriptions, OTC Drugs, and Supplies that a Member is entitled to receive under the terms of Sponsor's Plan. "DAW 5 Claim"means a Claim that is submitted with a dispense as written code of 5,which indicates that a branded pharmaceutical product was dispensed in the same manner as a generic. "Diagnostics"means those products identified by a Medi-Span GPI-2 of 94. "Direct Member Reimbursement" means a Claim that is submitted non-electronically to Capital Rx, for example any claim with a prescription origin code other than"3". "Discount Card" means any discount card, discount program, cash card,OTC benefits card, or similar arrangement by any other name,and includes any payment mechanism or program through which the customer is entitled to pay a cash price for any product by virtue of presenting an Identification Card and for which the customer is a person designated by Sponsor pursuant to this Agreement as not eligible for Covered Pharmaceuticals under one of the Sponsor's Groups. With a Discount Card,there is never any amount due from any third party and customer is responsible for the entire amount due. 2 762 "Dispensing Fee"means the amount payable by Sponsor under this Agreement for a Participating Pharmacy to dispense a Covered Pharmaceutical to a Member. "Dispensing Fee Guarantee" means during the relevant time period the average of dispensing fee paid (NCPDP field 507-F7) on Paid Claims, including Zero Balance Claims, and excluding U&C Claims, Compound Prescription Claims, OTC Drug Claims, Claims for Supplies, Vaccine Claims, Claims with Ancillary Charges,Claims with an Override,Discount Card Claims,Claims for Members with a 100%Cost Share Benefit Design, Direct Member Reimbursement Claims, Subrogation Claims, Claims older than 180 days, Out-of-Network Claims, Secondary Payer Claims, In-House Pharmacy Claims, Claims for Limited Distribution Drugs, Claims for drugs or supplies that are not present in Medi-Span, Claims with an AWP of$0.00, Claims submitted by rural pharmacies,and Excluded Pharmacy Claims. "Drug" means a pharmaceutical or pharmaceutical compound. This includes, without limitation, all products with a Medi-Span GPI-2 distinct from 97 or 94. "Effective Rate Guarantee" means during the relevant time period the value I (one) minus the sum of ingredient cost charged to the Plan divided by the sum of AWP for all Paid Claims including U&C Claims and Zero Balance Claims and excluding Compound Prescription Claims, OTC Drug Claims, Claims for Supplies, Vaccine Claims,Claims with Ancillary Charges,Claims with an Override,Discount Card Claims, Claims for Members with a 100% Cost Share Benefit Design, Direct Member Reimbursement Claims, Subrogation Claims, Claims older than 180 days, Out-of-Network, Secondary Payer Claims, In-House Pharmacy Claims,Claims for Limited Distribution Drugs, Claims for drugs or supplies that are not present in Medi-Span, Claims with an AWP of $0.00, Claims submitted by rural pharmacies, and Excluded Pharmacy Claims. Under the Retail Pharmacy guarantees there are no guarantees applicable to individual pharmacies. "Excluded Pharmacy"means a pharmacy with any of the following NCPDP Primary Provider Type codes: "04"(long term care pharmacy),"06"(home infusion),"07"(non-pharmacy dispensing site), "08"(I/T/U pharmacy), "09" (VA pharmacy), "II"" (institutional pharmacy), "12" (MCO pharmacy), "13" (DME supplier), "16" (nuclear pharmacy), "17" (Military pharmacy), "Is" (Compounding), "19" (Oxygen equipment), "20" (Nursing facility), "21" (Customized equipment), "22" (dialysis equipment), "2313 (Parenteral and enteral nutrition); pharmacies located at teaching institutions; government pharmacies or pharmacies eligible for federal supply schedule prices(for example, Department of Veterans Affairs, U.S. Public Health Service, Indian Health Services, Department of Defense, or those pharmacies with a Dispenser Class Code of"06"); or 340B pharmacies. "Formulary" means a list of Drugs and Supplies selected for their clinical efficacy, safety and cost effectiveness, as well as the associated management programs and controls, and which may be updated from time to time. "Generic" means those Drug or Supplies that have a Medi-Span Multi Source Code of"Y" or a DAW 5 Claim and not a Specialty Drug "Grandfathering Period" means any period of time, typically ninety (90) days after the Start Date, during which Sponsor deviates from Capital Rx Formulary to mitigate disruption for Members utilizing certain Drugs prior to Capital Rx's administration of PBM Services on behalf of Plan Sponsor. "Group"means a group of Members that have the same Benefit Design as designated by Sponsor. 763 "HIPAA"means the Health Insurance Portability and Accessibility Act of 1996, as amended from time to time. "Identification Card" means the card or other document that identifies Company as the pharmacy benefit manager. "In-House Pharmacy"means a pharmacy owned by, an Affiliate of,contracted with, or situated on or at a Sponsor's place of work that primarily provides or is primarily intended to provide pharmacy services to Members. "Law" means any applicable federal, state and local laws, rules, regulations, administrative guidelines, judicial or administrative order or agreement with any governmental agency, unit or subdivision, as such may be amended from time to time. "Limited Distribution Drug" means Drugs or Supplies whose manufacturer limits distribution and/or dispensation to a select number of Pharmacies. Limited Distribution Drugs include those and only those Drugs and Supplies on the Limited Distribution Drug List,and any added to the Limited Distribution Drug List after the Effective Date. "MAC"means the maximum allowable unit ingredient cost payable for Drugs and Supplies specified on a MAC List. A"MAC List"consists of a payment schedule for Drugs and Supplies subject to MAC pricing established,developed,adopted,and/or managed by Capital Rx. Capital Rx's MAC Lists and paymenticost schedules are frequently updated. "Mail Order Pharmacy"means a pharmacy that(1)is licensed under Law,(2)dispenses prescription drugs to Members primarily through the U.S. mail or a commercial carrier service, and (3)that has entered into an agreement with, or is an Affiliate of, Capital Rx in order to provide Covered Pharmaceuticals to Members. "Member" means a person designated by Sponsor pursuant to this Agreement as eligible for Covered Pharmaceuticals under one of the Sponsor's Groups. "OTC Drug"means a Drug with a Medi-Span Rx-OTC Indicator Code of"O"or"P." "Out-of-Network Pharmacy" means a pharmacy that has, neither entered into an agreement with nor is an Affiliate of Capital Rx or those certain pharmacies or pharmacy chains that are excluded from providing Covered Pharmaceuticals to Members. For the purposes of this Agreement, no pharmacies or pharmacy chains are explicitly excluded. "Override" means any such rule that causes a Claim to adjudicate in a way that differs from the Benefit Design and/or the Formulary.Without limiting the generality of the foregoing,rules that cause a Claim that otherwise would have been a Rejected Claim to adjudicate as a Paid Claim; rules that that change, reduce, modify,or eliminate a Member's Cost Share;or rules that change,reduce,modify,or eliminate an Ancillary Charge shall all be considered an Override for the purposes of this Agreement. "Paid Claim"means a Claim that is approved for payment, in whole or in part, and has not been reversed within the same invoice period. "Participating Pharmacy" means a Retail Pharmacy, Mail Order Pharmacy, or Specialty Pharmacy, excluding Out-of-Network Pharmacies. 4 764 "Plan"means Sponsor's drug benefit program that offers certain Covered Pharmaceuticals to Members. "Prescription Drug"means a Drug with a Medi-Span Rx-OTC Indicator Code of"R"or"S." "PBM Services" means those services described under this Agreement, including but not limited to those services set forth in Schedule A. "Rebates" means any retrospective discount received by Capital Rx that is paid by a pharmaceutical manufacturer for utilization of designated Drugs or Supplies by Members under the applicable rebate agreement with Capital Rx, including but not limited to base/formulary,incentive and market share rebates. Rebates also include any Copay Assistance amount where such Copay Assistance program is managed by or on behalf of Capital Rx or its Affiliates. "Rebate Eligible Claims" mean those Paid Claims that are for a Brand or Specialty Drug but does not include Compound Prescription Claims, OTC Drug Claims, Claims for Supplies, Vaccine Claims, Claims with Ancillary Charges, Claims with Copay Assistance, Discount Card Claims, Claims for Members with a 100% Cost Share Benefit Design, Claims with an Override, Direct Member Reimbursement Claims, Subrogation Claims,Claims older than 180 days,Out-of-Network Claims, Secondary Payer Claims, DAW 5 Claims, Claims for biosimilars, In-House Pharmacy Claims, Claims for repackaged, unit dose, or unit of use NDCs, Excluded Pharmacy Claims, Claims for beauty aids and cosmetics, multi-source Generic Claims, single-Source generic Claims, multi-source Brand Claims, Limited Distribution Drug Claims, Claims for drugs or supplies that are not present in Medi-Span, Claims for drugs or supplies in a CMS protected class, Claims with an A WP of$0.00, Claims where after meeting the deductible the Member's Cost Share under the applicable Benefit Design is greater than or equal to 50%. Under the Mail Order Pharmacy guarantees, Claims for a 30-Day Supply are considered Rebate Eligible Claims at the Retail 30- Day Brand guarantee for the purposes of this Agreement. "Rejected Claim"means any Claim that is not approved for payment. Without limiting the generality of the foregoing, any Claim where NCPDP field 501-Fl (header response status) is not "A" (accepted) where NCPDP field 112-AN (transaction response status) has any value other than"A"(accepted)or"P"(paid) or where NCPDP field 510-FA (reject count) is present or has a value other than 0 is a Rejected Claim. "Retail Pharmacy"means a licensed retail pharmacy that has entered into an agreement with Capital Rx to provide Covered Pharmaceuticals to Members. "Secondary Payer Claim" means any Claim for which the benefit administered by Capital Rx is not the primary benefit. "Specialty Drugs"means Prescription Drugs that are typically used to treat chronic or complex conditions, and typically have one or more of several key characteristics, including frequent dosing adjustments and intensive clinical monitoring to decrease the potential for drug toxicity and increase the probability for beneficial treatment outcomes; intensive patient training and compliance assistance to facilitate therapeutic goals; limited or exclusive product availability and distribution(if a drug is only available through limited specialty pharmacy distribution it is always considered a Specialty Drug); or has specialized product handling and/or administration requirements. Specialty Drugs may be administered by any route of administration. Specialty Drugs may include biosimilars. Specialty Drugs include those and only those Drugs and Supplies on the Specialty Drug List,and any added to the Specialty Drug List after the Effective Date. "Specialty Pharmacy" means an entity that (1) is licensed under Law, (2) dispenses Specialty Drugs to Members through the U.S. mail or a commercial carrier service,and(3)that has entered into an agreement 5 765 with, or is an Affiliate of, Capital Rx in order to provide Covered Pharmaceuticals to Members. For purposes of this Agreement,a Retail Pharmacy is not a Specialty Pharmacy. "Start Date" means the date on which the services in Schedule A commence. For the purposes of this Agreement, that date is January 1, 2021. "Subrogation Claim"means a Claim made consistent with 45 CFR 162.1901. "Supplies" means ancillary equipment, supplies, and products provided by a Participating Pharmacy and which includes without limitation nursing/clinical supplies, in-home infusion and related supplies, patient monitoring supplies,medication pumps,tubing, syringes,gauze pads,sharps containers,lancets,test strips, other supplies,and durable medical equipment.Note that without limitation all products with a Medi-Span GPI-2 of 97 or products that are Diagnostics are considered Supplies. "Usual and Customary Charge" or "U&C" means the amount that, at the time of dispensing, a Retail Pharmacy would charge to a cash-paying customer, exclusive of taxes. "U&C Claim"means a Paid Claim that adjudicated at U&C. "Vaccine Claim" means a Claim for a Covered Pharmaceutical that is a substance used to stimulate the production of antibodies and provide immunity against one or several diseases. Vaccine Claims include, without limitation, Claims for those products with a Medi-Span GPI-2 of 17. "Zero Balance Claim" means a Paid Claim which is paid in full by the Member and results in no amount due to Capital Rx from Sponsor. 2. CAPITAL RX OBLIGATIONS 2.1 Services. Capital Rx shall provide the PBM Services set forth in Schedule A. 2.2 Program Materials. Capital Rx shall supply all forms necessary for Capital Rx to implement and administer the Plans under this Agreement. 3. SPONSOR OBLIGATIONS 3.1 Enrollment Information. At least five(5) business days prior to the date on which Sponsor intends for Capital Rx to administer any PBM Services to a Group, and no less than weekly thereafter, Sponsor shall provide to Capital Rx a list of all Members in the Group in a format acceptable to Capital Rx. Sponsor shall be responsible for providing Capital Rx with accurate and complete enrollment information and for providing any modifications or updates to this information to Capital Rx. Capital Rx and Participating Pharmacies are entitled to rely on the enrollment information provided hereunder. 3.2 Benefit Builder. Capital Rx will complete a Benefit Builder form with Sponsor in order to obtain information related to Sponsor's Benefit Design(s), services selected, system and/or operational requirements, and any other information necessary for Capital Rx to perform services under this Agreement. Sponsor will reasonably cooperate in completing the Benefit Builder, and will review and confirm the accuracy of the information contained in the Benefit Builder in accordance with Capital Rx's standard procedures. Capital Rx shall have the right to rely on al I information contained in the Sponsor-approved Benefit Builder. In addition, Sponsor will timely provide to Capital Rx any 6 766 and all documentation,including but not limited to Benefit Design information(e.g., Formulary,Cost Share information provided to Members, etc.)that is reasonably required for Capital Rx to perform services hereunder. 3.3 Changes to Benefits. Capital Rx shall administer only those benefits(a)listed on the Benefit Builder and (b) for which Sponsor provides written notice of a change to Capital Rx. In the event of any changes to a Benefit Design, Sponsor shall notify Capital Rx at least thirty (30) business days in advance of the effective date of such change. If the proposed change requires any system modifications and/or coding,Capital Rx will notify Sponsor in order to discuss the requirements and a revised implementation timeline, and any such changes, including the amount of any additional fees, shall be agreed upon in writing. 3.4 Member Communications. Sponsor is responsible for notifying Members of any Benefit Design changes. Sponsor is responsible for obtaining Member authorizations and documentation required by Law, if any, for Capital Rx to provide the PBM Services. Capital Rx may communicate with Members as reasonably required to perform the PBM Services. 3.5 Exclusivity. Capital Rx is the exclusive provider andor administrator of PBM Services to Sponsor and its Affiliates during the term of this Agreement. Without limiting the generality of the foregoing, Sponsor represents that, as of the Start Date, neither it(nor any of its Affiliates) has any agreement with any pharmaceutical manufacturer or other entity under which it earns discounts based on the utilization of Covered Pharmaceuticals or related administrative services,and will not enter into any such agreement(s)for the period covered by this Agreement. Nothing in this Agreement shall restrict Capital Rx and/or its Affiliates from offering,providing,or administering any service,including PBM Services,to any other entity. 4. FINANCIAL ARRANGEMENTS 4.1 Payment for Services. Sponsor will pay Capital Rx for all services provided under this Agreement in accordance with the pricing terms set forth in Schedule B. 4.2 Invoices, Capital Rx will invoice Sponsor for Claims bi-weekly,and for administrative fees monthly, on a schedule conforming to Capital Rx's billing cycles. Claims invoices include the Per Paid Claim administrative fees. Invoice amounts for Claims and administrative fees are due and payable in accordance with the Florida Local Government Prompt Payment Act,Florida Statutes section 218.70 et seq. Sponsor will pay by wire transfer (or by such other method approved by Capital Rx) to an account designated by Capital Rx in writing. Sponsor's failure to make timely payment shall constitute a payment default. Notwithstanding any other provision of this Agreement, if Sponsor fails to cure any payment default within five (5) days of the due date for such payment, then in addition to any other remedies available, Capital Rx may cease performing any or all of its services hereunder on written notice to Sponsor until Sponsor brings its account current. Capital Rx, in its sole discretion, may accept late payment of delinquent amounts and, upon acceptance, this Agreement may be reinstated retroactively to the due date for such payment. Any such actions by Capital Rx shall not be deemed a waiver of Capital Rx's termination or suspension rights in the event of any future failure of Sponsor to make required payments. 4.3 Overdue Pay,ments. Any invoice amounts that remain unpaid after five(5) days of the due date for such invoice shall bear a finance charge from the due date of such amount until paid in full, equal to the lesser of(a) an annual interest rate consisting the prime rate plus five percent (5%), or (b) the maximum rate permitted by Law. If Capital Rx places any overdue amount with an attorney or other 7 767 third party for collection,Sponsor will reimburse Capital Rx for its collection costs, including but not Iimited to reasonable attomeys' fees and expenses. 4.4 Reasonable Assurances. In the event Sponsor fails to pay invoices timely on two (2) or more occasions,or Capital Rx has reasonable grounds to believe that Sponsor may be incapable of meeting its financial obligations under this Agreement, Capital Rx may request (and Sponsor agrees to provide) reasonable assurances, including a deposit, regarding its financial condition. If Sponsor does not provide such assurances within five(5) business days or the assurances are not satisfactory in Capital Rx's reasonable judgment, Capital Rx may terminate this Agreement on written notice to Sponsor. 4.5 Eligibility Changes, Capital Rx will not be financially or otherwise responsible for any mistaken coverage, claims payment or denial determination if such mistake is due to a change in a person's eligibility status and the mistake is made prior to the earlier of (a) the entry of such changed information into Capital Rx's claims processing system or(b)two(2)business days after such change information is received by Capital Rx. 4.6 Claims Adjustments. The Parties acknowledge that, from time to time, adjustments to Paid Claims may be necessary as the result of coordination of benefits, subrogation, workers' compensation, payment errors, pharmacy audit recovery, or other reasons, and that such adjustments may result in either credits to Sponsor or additional amounts owed by Sponsor. 4.7 Member Hold Harmless. In no event will Capital Rx or a Participating Pharmacy directly or indirectly collect, attempt to collect, or accept remuneration or reimbursement from a Member for Covered Pharmaceuticals,except for Cost Share amounts or as otherwise provided in this Agreement, even in the event of Sponsor's failure to pay Capital Rx, a payment dispute between the Parties, Sponsor's insolvency,or any other breach by Sponsor of the terms of this Agreement. 4.8 Taxes. Sponsor is not responsible for taxes on Capital Rx's income. 4.9 Financial Statements. Upon request,Sponsor will provide a copy of its most recent audited financial statements to Capital Rx. 5. RECORDS 5.1 Recordkeeping. Capital Rx agrees to maintain reasonable documentation related to the PBM Services provided to Members and Claims processed under to this Agreement. Sponsor agrees to maintain reasonable documentation related to the enrollment information and Benefit Design information provided hereunder. The Parties will maintain the records and information required by this subsection for six(6)years from the date of enrollment or service,as applicable,or such longer period that may be required by Law, in a format and electronic media deemed reasonably appropriate by the Party holding such records. Capital Rx shall also require that Participating Pharmacies maintain records of the Covered Pharmaceuticals dispensed to Members in accordance with Law. Subject to all applicable privacy and confidentiality requirements,certain records may be made available to other pharmacies and health professionals treating Members. 5.2 Transfer of Data Upon Termination. Upon termination of this Agreement for any reason, Sponsor and Capital Rx will develop a mutually agreeable plan for the orderly provision of Claims data to Sponsor or its designee. Within thirty(30)days after receipt of Sponsor's written authorization(and completion of a confidentiality agreement, if to a designee), Capital Rx will deliver to Sponsor or its designee a Claim history report for the two(2)years preceding the termination date. The report will 8 768 be provided in Capital Rx's standard format then available. Capital Rx will have no obligation to provide information under this Section unless Sponsor has met all of it payment obligations under this Agreement. 5.3 Ownership. All records and reports generated by Capital Rx hereunder are the property of Capital Rx. 5.4 Florida Public Records Law—Records Access and Audits: For the purpose of this section, Capital Rx is referenced as"Contractor". Pursuant to F.S. 119.0701, Contractor and its subcontractors shall comply with all public records laws of the State of Florida, including but not limited to: a.Keep and maintain public records required by Monroe County in order to perform the service. b.Upon request from the public agency's custodian of public records,provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Florida Statutes, Chapter 119 or as otherwise provided by law. c.Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the contractor does not transfer the records to the public agency. d.Upon completion of the contract, transfer, at no cost, to Monroe County all public records in possession of the contractor or keep and maintain public records required by the public agency to perform the service. If the contractor transfers all public records to the public agency upon completion of the contract, the contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the contractor keeps and maintains public records upon completion of the contract, the contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to Monroe County, upon request from the public agency's custodian of records, in a format that is compatible with the information technology systems of Monroe County. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS, BRIAN BRADLEY, AT (305) 292-3470, bradlcy- bria al`mon roecOLi ty-fl.gov, c/o Monroe County Attorney's Office, 1111 121h St., Suite 408, Key West FL 33040. 6. CONFIDENTIAL AND PROPRIETARY INFORMATION 6.1 Confidential Information. The term "Confidential Information" means trade secret information as defined in Section 815.045, Florida Statutes, and shall include information of a confidential or proprietary nature disclosed by one Party (the "Disclosing Party") to the other (the "Receiving 9 769 Party"). Confidential information includes, but is not limited to, matters of a technical nature such as trade secrets, methods, compositions, data and know-how, designs, systems, and processes, and any information derived therefrom; matters of a business nature, such as proprietary reimbursement formula(e), marketing, sales, strategies, proposals, lists of Participating Pharmacies and pharmaceutical manufacturers, and any other information that is designated by either Party as confidential including Schedules B and C of this Agreement, or which the Receiving Party should reasonably understand is confidential and/or proprietary based on nature of the information. For this provision to apply, the documents must be marked by the Disclosing Party as confidential prior to submission to the Receiving Party. 6.2 Treatment of Confidential Information. The Receiving Party agrees to hold the Disclosing Parry's Confidential Information in strict confidence and to take reasonable precautions to protect such Confidential Information(including using all precautions the Receiving Party employs with respect to its own Confidential Information), and not to use Confidential Information for any purpose not previously authorized by the Disclosing Party, except as necessary for Capital Rx to perform PBM Services. The Receiving Party further agrees not to disclose any Confidential Information to a third party unless authorized in writing by the Disclosing Party and provided further that the ultimate recipient of such Confidential Information agrees to be bound by confidentiality terms at least as stringent as those contained herein. The Receiving Party may disclose Confidential Information to its employees, directors, and affiliates (collectively "Receiving Party Representatives") that have a reasonable need to know such information, provided that such Receiving Party Representatives are informed of the confidential nature of the information and have agreed to treat the Confidential Information in a confidential manner consistent with this Agreement. 6.3 Exceptions. "Confidential Information" does not include information that (a) prior to disclosure hereunder was known by the Receiving Party, provided that there has not been a violation of any confidentiality obligation to the Disclosing Party,(b) is or subsequently becomes publicly available without violation of any confidentiality obligation owed to the Disclosing Party,(c) is independently developed by the Receiving Party without violation of this Agreement, or (d) is disclosed with the written approval of the Disclosing Party. 6.4 Requests. If the Receiving Party receives a public records request, court order, subpoena or governmental request(whether formal or informal)for Confidential Information,the Receiving Party shall promptly notify the Disclosing Party to provide the Disclosing Party with the opportunity to seek confidential treatment or other appropriate relief relating to such Confidential Information. The Receiving Party shall not oppose such efforts. If the Disclosing Party is unable to obtain any relief with respect to the request, the Receiving Party may provide those portions of Confidential Information that it is advised by counsel are required by Law to be produced, and will further use commercially reasonable efforts to obtain confidential treatment of the Confidential Information from the recipient of such information. 6.5 Programs. Any clinical and other programs implemented by Capital Rx, including any Formulary, together with any related materials, manuals, lists and descriptions provided hereunder, will remain the property of Capital Rx. Sponsor will use such programs only while this Agreement is in effect. 6.6 Trademarks. Neither Party shall use the other's trademarks,trade names,nor service marks(or any reasonably likely to cause confusion)without the other Parry's written consent. 6.7 Member and Sponsor Identifiable Information. The Parties will comply with all Laws regarding patient confidentiality as set forth in the Business Associate Agreement between them. Capital Rx will not provide any data or information that identifies Sponsor without Sponsor's consent,except as 10 770 reasonably necessary to provide PBM Services or as required by Law. The restrictions set forth in this Section 6 do not apply to Claims data or other information that does not identify Sponsor. 6.8 Remedies. The Parties acknowledge that any unauthorized use or disclosure of the other's Confidential Information would cause the Disclosing Party immediate and irreparable injury or loss. Accordingly, if Capital Rx or Sponsor fails to comply with the confidentiality provisions of this Agreement, or threaten to do so, the Disclosing party shall be entitled to equitable relief, including the immediate issuance of a temporary restraining order or preliminary injunction enforcing this Agreement, in addition to other remedies permitted by Law. 7. TERM AND TERMINATION 7.1 Term. This Agreement is for an initial term of three(3)years from the Start Date("Initial Term"), and thereafter shall automatically renew for one (1) successive three(3) year term, and then shall automatically renew for successive terms of one(1)year each, unless either Party provides written notice of its intent not to renew at least ninety (90) days prior to the expiration of the then current term. 7.2 Termination. This Agreement may be terminated in the following manners: (a) In the event of a material breach of this Agreement,the non-breaching Party shall provide written notice of the breach to the other Party. If the breach is not cured within thirty(30) days after the breaching Parry's receipt of written notice of such breach,the non-breaching Party may terminate this Agreement upon written notice. (b) Notwithstanding the provisions of Section 7.2(a), in the event of a payment default by Sponsor under Section 4,Capital Rx shall provide written notice of such default to Sponsor. If Sponsor does not cure the payment default within ten (10) days after receiving such notice, Capital Rx may terminate this Agreement on written notice to Sponsor. (c) By either Party if the other Party becomes insolvent, is dissolved or liquidated, makes a general assignment for the benefit of creditors, files or has filed against it a petition in bankruptcy and such petition is not dismissed with prejudice within 45 days after the filing, or has a receiver appointed for a substantial part of its assets. (d) After the first Contract Year, Sponsor may terminate this Agreement without cause given ninety(90)days'written notice to Capital Rx. (e) By mutual written consent of the Parties; or (f) As otherwise permitted in this Agreement. 7.3 Effect of Termination. Upon termination of the Agreement for any reason, Capital Rx shall cease to have any liability for payment of Claims incurred after the effective date of such termination. In the event that Capital Rx or any Participating Pharmacy is required by Law to continue providing any PBM Services after termination,Sponsor shall be liable to reimburse Capital Rx under the applicable terms of this Agreement. 7A Adverse Government Action. In the event any department, branch,or bureau of the federal,state or local government materially adversely affects the ability of a Party to perform its obligations under this Agreement,that Party shall provide the other Party with written notice of the nature of the action li 771 having such adverse effect. During the immediately following sixty(60)day period,the Parties will, in good faith, attempt to negotiate a modification to the Agreement to minimize the adverse effects and to restore as closely as possible the original intention of this Agreement. If the Parties are unable to reach an agreement, then either Party may terminate this Agreement on thirty (30) days advance written notice. 7.5 This Agreement is subject to annual appropriation by the Monroe County Board of County Commissioners. In the event that funding lapses, this Agreement shall terminate immediately upon delivery of notice by the Sponsor, notwithstanding any language to the contrary in Section 7.1, but Capital Rx shall be paid for all services rendered up to the date of termination. 8. INDEMNIFICATION AND RELATED MATTERS 8.1 Capital Rx Indemnity.Capital Rx agrees to indemnify,defend and hold Sponsor and its subsidiaries, affiliates,and their officers,directors, employees, and agents(each a"Sponsor Indemnified Party"), harmless from and against any claims, actions, causes of action, damages, liabilities, and expenses (including without limitation attorneys' fees and litigation costs) (collectively, "Actions") asserted against a Sponsor Indemnified Party in the event the Action arises from Capital Rx's violation of Law, breach of this Agreement, or negligence or willful misconduct, by Capital Rx, its agents, designee or third parties at Capital Rx's request. 8.2 Sponsor Indemnity. To the extent permitted by Section 768.28, Florida Statutes, Sponsor agrees to indemnify, defend and hold Capital Rx and its subsidiaries, affiliates, and their officers, directors, employees, and agents (each a "Capital Rx Indemnified Parry"), harmless from and against any Actions asserted against a Capital Rx Indemnified Party in the event the Action arises from Sponsor's violation of Law, breach of this Agreement,by Sponsor, Sponsor's agent or designee, or other third parties at the Sponor's request,or negligence or willful misconduct. 8.3 Indemnity Procedures. A Party seeking indemnification under this Section 8 (the "Indemnified Party")shall provide prompt written notice of any Action to the Party from whom indemnification is sought(the"Indemnifying Party"),provide reasonable assistance to the Indemnifying Party,not settle or compromise or consent to entry of judgment on any Action without the written consent of the Indemnifying Party, and not otherwise take any action, or fail to act, so as to compromise the Indemnifying Parry's position with respect to the resolution or defense of any such Action. The failure to provide prompt notice will not constitute a waiver of rights under this Section 8 unless it results in material prejudice to the rights or defenses of the Indemnifying Party; provided, however, that if the Indemnified Party does not give timely notice, the Indemnifying Party shall not be liable for any of the Indemnified Parry's costs and expenses incurred prior to such notice. An Indemnifying Party shall not settle or compromise or consent to the entry of judgment in any Action unless such resolution provides an unconditional release of the Indemnified Party from all liability relating to the Action, and does not contain any term or order that in any manner restricts or interferes with the business of the Indemnified Party or its Affiliates. The Indemnifying Parry shall have the right, in its sole discretion,to select counsel and to control the defense and settlement with respect to any Action. 8.4 Insurance. During the term of this Agreement, Capital Rx will maintain the following insurance coverages: - Professional liability, in the minimum amount of$1 million per occurrencel$2 million aggregate; - General liability, covering premises operations, products and completed operations, blanket contractual liability,and personal injury liability, in the minimum amount of$1 million combined single limit; 12 772 - Cyber liability, covering data breach,network security liability, internet media, network extortion, regulatory proceedings,and PCI fines and costs, n the minimum amount of $1 million; - Workers' compensation, in sufficient amounts to meet the requirements of Chapter 440, Florida Statutes;and - Employer's liability, with limits of not less than $1 million bodily injury by accident/$1 million bodily injury by disease,policy limits,and$1 million bodily injury by disease,each employee. Monroe County Board of County Commissioners will be named as an additional insured on the General liability and Cyber liability policies. Prior to execution of this Agreement by the Sponsor, Capital Rx must produce certificates of injurance showing coverages in force as listed above. Thereafter,Capital Rx shall keep the coverages in force throughout the term of this Agreement and shall produce certificates whenever a coverage lapses or expires. 8.5 Pharmacy Care. Sponsor acknowledges that,except to the extent provided in Section 8.1,Capital Rx assumes no responsibility for the nature or quality of pharmaceutical products dispensed, the provision or failure to provide pharmaceutical goods or services, or any action or inaction by Participating Pharmacies, pharmaceutical manufacturers, or other providers of care in connection with this Agreement. 8.6 Disclaimers. Capital Rx relies on First Data Bank,Medi-Span or other industry comparable databases in providing Sponsor and Members with PBM Services, including without limitation drug utilization review(DUR)services. Capital Rx has utilized due care in collecting and reporting the information contained in its databases and has obtained such information from sources believed to be reliable. In addition, the data available from Capital Rx through the databases and services provided hereunder is limited by the amount,type and accuracy of information made available to Capital Rx by Sponsor, Participating Pharmacies, Members and prescribers. Capital Rx has no obligation to acquire information about a Member beyond that provided in connection with enrollment and Claims information from Participating Pharmacies. Capital Rx does not warrant the accuracy of reports, alerts, codes, prices or other data contained in such databases. The clinical information contained in these databases and the Formulary, nor any information provided by Capital Rx in connection with its services (including DUR services) is not intended as a supplement to, or a substitute for, the knowledge, expertise, skill, and judgment of physicians, pharmacists, or other healthcare professionals involved in Members' care. The absence of a warning for a given drug or drug combination in a database shall not be construed to indicate that the drug or drug combination is safe, appropriate or effective for any Member. In addition, services provided by Capital Rx, including without limitation any utilization management services, are not intended to substitute for the professional judgment and responsibility of the Member's physician. 8.7 Limitation of Liability. No Party shall be responsible for or have any obligation to indemnify,defend or hold harmless any other Party for(a)Actions arising out of or resulting from a breach of a duty or the negligence, willful misconduct or fraud of the other Party independent of this Agreement, or(b) any award of punitive or other exemplary damages arising out of this Agreement or out of its performance hereunder, regardless of the form of action and/or whether the Party is or was aware of the possibility of such damages. Capital Rx's liability for negligence or willful misconduct by Capital Rx will be limited to the per occurrence liability insurance amount set forth in Section 8.4. 9. GENERAL PROVISIONS 93 773 9.1 Compliance with Law. The Parties represent and warrant that, at all times under this Agreement, they will comply with all Laws governing the performance of their respective businesses and to the performance of their respective obligations hereunder, including without limitation any Laws, including but not limited to the Employee Retirement Income Security Act(ERISA),as amended and to the extent applicable to the Sponsor's pharmacy benefit program, relating to the disclosure or notification of plan benefits or Rebates to Groups and/or Members. The Parties further represent and warrant that each shall maintain all licenses, certifications, and/or qualifications that are required by Law relating to the operation of their respective businesses and/or to comply with their obligations under this Agreement. 9.2 Independent Contractors. The relationship between Capital Rx and Sponsor is solely that of independent contractors engaged in the operation of their own respective businesses. Nothing contained in this Agreement shall be construed as creating an employee/employer or agency relationship. Sponsor will not represent that Capital Rx or any of its Affiliates is a Plan Administrator or fiduciary of a Plan or any Group,as applicable,as those terms are used in the Employee Retirement Income Security Act, including applicable regulations. Capital Rx provides solely ministerial service functions in connection with the Plan(s) sponsored by Sponsor. Sponsor acknowledges that it has the sole authority to control and administer the Plan(s). Sponsor has complete discretionary,binding, and final authority to construe the terms of the Plan(s), to interpret ambiguous language, to make factual determinations regarding the payment of benefits,to review denied claims and to resolve any complaints by Members. 9.3 Entire Agreement. This Agreement and any schedules,exhibits,and/or addenda hereto constitute the entire contract between the Parties with regard to the subject matter hereof, and supersede all prior agreements and understandings between the Parties, both written and oral, relating to the subject matter hereof. 9.4 Amendment. This Agreement may be amended only in writing when signed by a duly authorized representative of each Party. 9.5 No Third Party Beneficiary. The Agreement is solely for the benefit of the Parties,and is not intended to create any interest in any third party. 9.6 Severability. In the event that any provision of this Agreement is determined to be invalid,unlawful, void or unenforceable to any extent, the remainder of this Agreement shall not be impaired or otherwise affected,will be construed to preserve the intent and purpose of this Agreement, and shall continue to be valid and enforceable to the fullest extent permitted by law. 9.7 Assignment. Neither Party may assign this Agreement without the prior written approval of the other Party,provided however,that Capital Rx may assign this Agreement to an Affiliate. Capital Rx may provide any services either itself or through an Affiliate or subcontractor,and all references to Capital Rx relating to the provision of services shall be deemed to include the applicable Affiliate or subcontractor. Capital Rx shall be responsible to Sponsor for the performance of PBM Services, regardless of whether a service is performed by an Affiliate or subcontractor. For purposes of this Agreement, Affiliates and Participating Pharmacies shall not be considered subcontractors. 9.8 Headings. The headings to the sections and subsections of this Agreement shall be disregarded in its interpretation. 14 774 9.9 Force Maieure. Neither Party will be deemed to have breached this Agreement or be responsible for any failure of performance hereunder if the Party was prevented from complying with its obligations by a cause or causes beyond its reasonable control. Such causes include, without limitation, fires, earthquakes, floods, storms and other natural disasters; acts of God; strikes, lockouts, and boycotts; acts of war, riots or other insurrections; failure of communications, electric, or similar utility lines; or a change in Law occurring after the Effective Date. 9.10 No Waiver. The failure of either Party to enforce or insist upon compliance with any provision of this Agreement shall not be construed as or constitute a waiver of the right to enforce or insist upon compliance with such provision in the future. 9.11 Construction. The Parties jointly prepared this Agreement and have had the opportunity to consult with counsel about its terms. No rule of construction relating to ambiguity shall be applied against any one Party and in favor of the other. 9.12 Approvals. Whenever approval of a Party is required under this Agreement,such approval will not be unreasonably withheld. 9.13 Choice of Law. This Agreement shall be construed and governed in accordance with the laws of the state of New York without reference to conflict of laws provisions. However, all matters relating to the Mail Order Pharmacy and Specialty Pharmacy shall be governed by the law of the state in which the pharmacy is located. 9.14 Dispute Resolution. In the event that any dispute, claim or controversy relating to this Agreement arises between Capital Rx and Sponsor,the Parties wi 11 meet and make a good faith effort to resolve the dispute. 9.15 Notices. Any notice required under this Agreement shall be in writing and sent either by hand delivery, by overnight delivery by a nationally recognized courier service, or by certified mail, return receipt requested, in each case address as follows: If to Sponsor: Monroe County Board of County Commissioners 1100 Simonton St. Suite 2-268 Key West, FL 33040 Attention: County Administrator If to Capital Rx: Capital Rx, Inc 228 Park Avenue S.#87234 New York,NY 10003 Attention: Legal Any notice shall be deemed to have been given as of the date of hand delivery or as of the date of receipt if delivery is via cerfiied mail or a nationally recognized courier service, as the case may be. 9.16 Counterparts; Facsimiles. This Agreement may be executed by any of the following methods. (a) The Parties will sign two identical originals of this Agreement, and each Party, after countersignature,will retain one(1)original; (b)This Agreement may be executed in one or more counterparts, each of which may be signed by no more than one Party, and all of which originals taken together shall be considered one and the same agreement; or (c) Both parties can sign electronically. An electronic signature is equally as effective as a hard copy("wet")signature. 15 775 9.17 Survival. The provisions of Sections 4, 5, 6, 8, 9.14 and 9.15 will survive the termination of this Agreement. 9.18 No Restrictions. No Party has any conflict of interest that would impair its ability to perform its obligations under this Agreement. No Party is subject to any restrictions, whether under Law, contract, or otherwise, that would prevent it from entering into this Agreement or performing its obligations hereunder. Neither the execution nor delivery of this Agreement nor the transactions contemplated hereunder will be a violation of any term or provision of the Parry's governance documents. 9.19 Organization and Authority. Each Party is duly organized and in good standing,and has the power to carry on its respective business. The execution and delivery of this Agreement and the transactions contemplated hereunder have been authorized by all necessary action by each Party. Each Party represents and warrants that the individual signing this Agreement on its behalf is duly authorized to bind such party to all terms and conditions of this Agreement. 9.20 The terms and conditions contained in Schedule E, Attachments A-E, attached to this Agreement, are incorporated into this Agreement as though fully set forth herein. To the extent that any terms in the Agreement are inconsistent with the Attachments,the terms in the Attachments shall control. 9.21 The representations contained in the Proposal submitted on or about April 2, 2020 by Capital Rx to the Request for Proposals for Pharmacy Benefits Manager are incorporated by reference in this Agreement as though fully set forth herein. 10. EMPLOYER GROUP WAIVER PLAN [EGWPI 10.1 The Sponsor wishes to enroll its Medicare Eligible retirees into a Medicare Part D Employer Group Waiver Plan (EGWP) with supplemental wraparound ("Wrap") benefits to be sponsored by the Sponsor and administered by Capital Rx in accordance with the applicable federal and state laws and regulations governing such plans. The terms and conditions by which the EGWP will be administered are set forth in Schedule F. 11. PROTECTED HEALTH INFORMATION 11.1 Each Party will have access to Protected Health Information (PHI) as that term is defined by HIPAA. Each Party agrees for itself and its employees that PHI shall not be used for any impermissible purposes, including without limitation, the use of PHI for disciplinary or discriminatory purposes, and further agrees that any user names and passwords assigned to designated individuals shall not be shared with non-designed individuals. Each Party agrees to execute a HIPAA Business Associate Agreement. 16 776 IN WITNESS WHEREOF,the Parties have caused this Agreement to be executed in duplicate by affixing the signatures of duly authorized officers. SPONSOR CAPITAL RAC,INC. BOARD OF C T OMMISSIONERS OF MONRO A By: By: 14- Name: HeaVerCarruthers Name: l,wjwAlemzadeh Title: Mayor Title: Vice President of Legal q )-v 7__Lv Date: MMM020 J; k// As VIN MADOK, CLERK JWI'. Deputy Clerk APPROVED AS TO FORM AND CONTENT: MONROE COUNTY ATTORNEY'S OFFICE CD B-21.2020 p T1 C o CD w CD 17 777 SCHEDULE A PBM SERVICES Capital Rx will provide the PBM Services set forth in this Schedule A. 1. RETAIL PHARMACY A. Network Management. Capital Rx will establish and maintain a network of Retail Pharmacies that agree to provide Covered Pharmaceuticals to Members under Law, applicable standards of care, and the terms and conditions set forth in the applicable pharmacy agreements. Capital Rx is responsible to contract with such pharmacies. B. Network Access. Members will have access to the network of Retail Pharmacies established and maintained by Capital Rx to deliver Covered Pharmaceuticals to Members. Capital Rx will maintain or develop a network in Sponsor's service area(s) that meets reasonable access standards. Capital Rx will notify Sponsor within thirty(30)days of any changes to the Retail Pharmacy network that will materially impact the ability of Members to obtain Covered Pharmaceuticals hereunder. C. Help Desk. Capital Rx will provide toll-free access to Participating Pharmacies to obtain assistance with eligibility, Claims processing, DUR, and similar issues. D. Auditing. Capital Rx shall conduct audits of its participating Retail Pharmacies. Such audits may include: 1. Statistical Auditing. A periodic computerized analysis of those pharmacies handling a significant number of Claims, which compares their Claims activity to the Claims activity of similar pharmacies. This information shall be used for, among other things, audit selection. 2. Auditing. Desk audits on selected pharmacies to ensure compliance with the terms of the pharmacy agreement. 3. Audit Recoveries. Capital Rx will provide one hundred percent (100%) of all audit recoveries to Sponsor. E. Pricing & Reconciliation. The pricing and reconciliation teens applicable to Retail Pharmacies are set forth in Schedule B. 2. MAIL ORDER PHARMACY A. Services. Capital Rx shall maintain, operate and/or provide a Mail Order Pharmacy that dispenses Covered Pharmaceuticals to Members through the U.S. Mail or other carrier. Capital Rx may change the Mail Order Pharmacy upon sixty (60)days advance written to Sponsor. B. Procedures. The Mail Order Pharmacy will receive prescriptions from Members via the U.S.mail or other carrier, facsimile,electronically, or through other means, in each case at an address, number, or other designation specified by Capital Rx, which is subject to change from time to time at Capital Rx's discretion. The Mail Order Pharmacy shall have 18 778 no obligation to fill any prescription for Covered Pharmaceuticals that is not accompanied by an appropriately completed order form and the payment of any applicable Cost Share. C. Standards. Subject to reasonable processing parameters,Capital Rx will dispense Covered Pharmaceuticals in accordance with the prescription to the address designated by the Member,as long as such addresses are located in the United States or Puerto Rico. Capital Rx will dispense Covered Pharmaceuticals in accordance with Law and standards of care prevalent in the mail service pharmacy industry. D. Member Services. Capital Rx will provide a toll-free telephone number for Members to use in order to speak with a pharmacist or other appropriate representative. Capital Rx will provide materials explaining how to access and use the Mail Order Pharmacy. E. Professional Judgment. Nothing herein shall be construed to prohibit or otherwise limit the ability of any pharmacist to exercise his or her professional judgment, including the refusal to fill a prescription. Further, nothing herein shall be construed to require the Mail Order Pharmacy to stock all federal legend drugs. F. Pricing&Reconciliation. The pricing and reconciliation terms applicable to the Mail Order Pharmacy are set forth in Schedule B. 3. SPECIALTY PHARMACY A. Services. Capital Rx shall maintain, operate andlor provide a Specialty Pharmacy that dispenses Specialty Drugs to Members through a commercial carrier. The terms of Schedule A, Section 2 above shall also apply to the Specialty Pharmacy, except as otherwise provided in this Agreement. B. Pricing& Reconciliation. The pricing and reconciliation terns applicable to the Specialty Pharmacy are set forth in Schedule B. 4. FORMULARY AND REBATE ADMINISTRATION A. Establishment of Formulary. Capital Rx shall establish and provide a Formulary for Sponsor. The drugs included on the Formulary have been evaluated by a Pharmacy and Therapeutics Committee and may change from time to time as a result of a number of factors, including but not limited to medical appropriateness, cost-effectiveness and generic availability. Capital Rx shall work with Sponsor to effect the adoption, distribution, and implementation of such Formulary. B. Formulary Programs. Capital Rx may implement its standard formulary management programs, which may include communications with Members, pharmacies, andlor physicians, clinical or other coverage rules/criteria, compliance and/or adherence programs, generic substitution andlor therapeutic interchange programs, financial incentives,and other measures to promote cost effectiveness of the Formulary. C. Rebates. Capital Rx will arrange for the provision of Rebates from pharmaceutical manufacturers, including the contracting and administration of a Rebate program. Capital Rx earns Rebates based upon the utilization of certain Covered Pharmaceuticals on the 1 779 Formulary. The availability and amount of Rebates will depend upon the Plan's Benefit Design and other factors. D. Rebate Terms. The amount and timing of Rebates payable to Sponsor are set forth in Schedule B. As a condition of receiving payments hereunder, Sponsor will implement Formulary and Capital Rx formulary management programs, and provide documentation reasonably requested and/or required by Capital Rx regarding the implementation of such Formulary, programs, and any related clinical or other coverage rules or criteria. 5. CORE ADMINISTRATIVE SERVICES Capital Rx will provide the following Core Administrative Services,which are included within the Core Administrative Fee set forth in Schedule B: A. Eli6bility Services 1. -Administration of eligibility based upon Sponsor-provided information in a format acceptable to Capital Rx 2. Updates to Sponsor's eligibility in accordance with this Agreement B. Member Communications 1. Standard Capital Rx Welcome Packages(mailed to Sponsor) 2. Other standard Capital Rx Member materials(e.g., claim forms) C. Claims Processing and Payment I. Adjudication of Claims from Participating Pharmacies through Capital Rx's designated on-line electronic claims processing system 2. Administration of Sponsor's Benefit Design in accordance with accepted industry standards 3. Payments to Participating Pharmacy under applicable contracts 4. Coordination of benefits (COB)(reject for primary carrier, electronic only) 5. Sponsor access to claim system for up to two (2) user IDs by specific, identified Sponsor employees only D. Customer Service 1. Toll-free telephone number for Sponsor, Members, and physicians for all claims 2. Availability of toll-free number 24 hours a day, 7 days a week 3. Responses regarding eligibility, Claims, prior authorization status, drug coverage, enrollment status, and other matters related to PBM Services E. Drug Utilization Review("DUR")Services 1. Prospective DUR -- provision of educational materials to certain Participating Pharmacies, Members, and/or prescribers 2. Concurrent DUR-- automated for point of sale transactions;edits include clinical and other edits that Capital Rx may develop and/or change from time to time. 3. Retrospective DUR -- evaluation of Member claims history and communications to Member, Participating Pharmacies and/or prescribers to promote health and/or decrease costs F. Reporting 1. Standard plan reporting package, including utilization and eligibility reports 20 780 2. Standard billing reports package 3. Claims detail extract 4. Web access, including standard and ad hoc reporting capabilities 5. Quarterly performance reviews—in person or virtual,at election of Sponsor G. Member Web Portal 1. Drug lookup 2. Pharmacy lookup 3. Formulary, Mail Order,and Claim information W. Claims Runout(post-termination) 1. Upon Sponsor request, Capital Rx will pay Claims incurred prior to termination but where the Claim is submitted after termination of the Agreement for six (6) months after termination 2. Capital Rx invoicing and compensation per the Agreement prior to termination 6. VALUE-ADDED ADMINISTRATIVE SERVICES Sponsor will pay for the Value-Added Administrative Services provided by Capital Rx upon request or use by Sponsor as set forth in Schedule B. 7. UTILIZATION REVIEW A. Sponsor delegates to Capital Rx the authority to perform administrative and/or clinical initial coverage determinations and appeals (whether first level, second level, or urgent) filed by or on behalf of Members. In the event Capital Rx issues a denial in connection with the final level of internal(plan)appeal,Capital Rx will,on Sponsor's behalf,provide the Member access to a panel of Independent Review Organizations(IROs)for the purpose of obtaining an external review if desired. Capital Rx may offer the services of different IROs,or otherwise change the composition of the panel,during the term of the Agreement. Capital Rx offers access to such IROs as a convenience to Sponsor, and Sponsor at all times retains the responsibility and authority to determine the IROs that will perform external reviews for its Plan. B. Capital Rx will perform all services under this Section 7 in accordance with Law, including, as applicable,the U.S. Department of Labor Claims Procedure Regulations, 29 C.F.R. §2560.503-1. C. The services set forth under this Section 7 are Value Added Administrative Services, except that administrative (non-clinical) initial coverage determinations are included within the Core Administrative Fee. 21 781 SCHEDULE D PERFORMANCE GUARANTEES The Performance Guarantees will be adjusted equitably by the Parties to the extent that Capital Rx has suffered a force majeure event during the applicable measurement period. Capital Rx will diligently attempt to maintain its performance at the levels represented herein, provided that failure to achieve or maintain those levels does not constitute a material breach under Section 7.2 for purposes of the termination provisions set forth in the Agreement unless otherwise set forth below. The Parties further agree that any financial penalties determined under this Agreement payable by Capital Rx shall be payable solely on the account of a failure to satisfy its Performance Guarantee(s)and the payment of any financial penalties shall not serve to waive any material breach by Capital Rx of its duties under this Agreement. Unless otherwise stated in this Schedule D, Performance Guarantees shall be measured across Capital Rx's Book of Business based on Capital Rx's standard calculation methodology. For purposes of this Schedule D,"Book of Business"shall mean measured in the aggregate across a]I Capital Rx clients. Capital Rx will have at risk an amount not to exceed $30,000 per Contract Year. The amount may be allocated at Sponsor's discretion provided: 1)No Performance Guarantee has more than a 20%allocation; 2) the total amount equals 100% of the total amount at risk; 3) Capital Rx receives written notice of Sponsor's allocations at least thirty (30) days prior to the Start Date or the anniversary date of the Start Date. Capital Rx shall provide the Performance Guarantee report card no later than ninety(90)days after the end of the applicable Contract Year. Any applicable amounts owed to Sponsor will be paid within thirty (30) days following the month report card is delivered, Performance Guarantees Measured on Capital Rx Book of Business Baais: System Availability. Capital Rx's online Claims processing system will be available for access by Capital Rx's contracted pharmacies no less than 99% of the time, excluding normal scheduled maintenance. This standard will not apply when Capital Rx does not have total control over the environment or communication links that impact the Claims adjudication process due to third-party involvement. Scheduled maintenance will not be performed during routine pharmacy business hours. This is measured and reported on a Contract Year and Capital Rx Book of Business basis. Mail Turnaround Time(Not Requiring Intervention). Within an average of two(2)Business Days of receipt, Capital Rx shall dispense all clean (not requiring intervention or clarification) Mail Order Pharmacy prescriptions. The average calculation is determined by taking the total number of prescriptions(as recorded by Capital Rx's systems)multiplied by the number of days these prescriptions took to ship divided by the total number of prescriptions. This is measured and reported on a Contract Year and Capital Rx Book of Business basis. Mail Turnaround Time (Requiring Intervention). Within an average of five(5) Business Days of receipt, Capital Rx shall dispense all non-clean (requiring intervention or clarification) Mail Order Pharmacy prescriptions. The average calculation is determined by taking the total number of prescriptions(as recorded by Capital Rx%systems)multiplied by the number of days these prescriptions 31 782 took to ship divided by the total number of prescriptions. This is measured and reported on a Contract Year and Capital Rx Book of Business basis. Member Services Average Speed of Answer. Inbound calls to Capital Rx's toll-free Line shall be answered within thirty (30) seconds. This Performance Guarantee is measured and reported on a Contract Year and Book of Business basis. Member Services Abandonment Rate. Inbound calls to Capital Rx's toll-free Customer Service Line shall be answered with an abandonment rate of 3%or less. Measurement includes calls routed to an IVR and excludes calls abandoned by the Plan Participant within the first thirty (30) seconds. This Performance Guarantee is measured and reported on a Contract Year and Book of Business basis. Member Services- First Call Resolution. Capital Rx guarantees that inbound calls to Capital Rx's toll-free Line will have a blockage rate of I%or less. This Performance Guarantee is reported and measured on a Contract Year and Book of Business basis. Performance Guarantees Measured on_a_Sponsor Specific Basis: Electronic Claims Processing Accuracy. Electronic Claims processing accuracy for both Retail Pharmacies and the Mail Order Pharmacy will be at least 98% in any Contract Year for which Sponsor conducts a Claims audit as provided in the Audit Rights section of this Agreement. Upon a final and conclusive determination of any discrepancies discovered by such a Claims audit, the electronic claims processing accuracy rate shall be calculated based upon the following formula: ((total number of electronic retail and mail service paid Claims processed in sample)-(number of electronic retail and mail service paid Claims processed financially incorrect in sample)) � (total number of electronic retail and mail service paid Claims processed in sample). This Performance Guarantee is measured and reported on a Contract Year and Sponsor specific basis. Overall Implementation. Capital Rx guarantees Sponsor's implementation will be finalized at least fifteen (15) days prior to commencement of Sponsor's contract period. Implementation shall include the loading of Sponsor's eligibility files, programming Sponsor's plan design, and testing the claims processing for both mail and retail prescriptions. Implementation shall also include the mailing of ID cards to all eligible members. For the purpose of this guarantee, this category is reported on a Contract Year and Sponsor specific basis. Implementation-ID Cards. Capital Rx guarantees that 98%of new Members will be mailed ID cards and/or Welcome Booklets within five(5)Business Days of receipt of a clean,accurate and complete electronic file for ongoing eligibility updates. Implementation and re-issues are not considered part of this guarantee. This is measured and reported on a Contract Year and Sponsor specific basis. Eligibility Updates. Capital Rx guarantees 98% of ongoing eligibility updates shall be accurately processed within two (2) Business Days of receipt of a clean and complete Eligibility Information in an agreed upon format. This is measured and reported on a Contract Year and Sponsor specific basis. Account Management Overall Satisfaction. A satisfaction survey shall be conducted annually among Sponsor's Account Management Team. Overall satisfaction ratings of at least 3 on a 5- point scale (5 is best rating) shall be guaranteed. For the purposes of this guarantee, satisfaction shall be defined as Satisfied or better on the following 5-point scale; Completely Satisfied, Very 32 783 Satisfied, Satisfied, Dissatisfied, Very Dissatisfied. Capital Rx shall be responsible for survey design, data collection, analysis and all costs associated with conducting the surveys. This is measured and reported on a Contract Year and Sponsor specific basis. Plan Participant Submitted Paper Claim Turnaround Time. Within a weighted average often(10) Business Days, Capital Rx shall process 95% of all Member paper Claims not requiring clarification. This is measured and reported on a Contract Year and Sponsor specific basis. Reporting. Capital Rx's standard quarterly prescription drug plan reporting will be provided on a quarterly basis no later than thirty (30) days after the last calendar day of the applicable quarter. This Performance Guarantee is measured and reported on a Contract Year and Sponsor specific basis. �3 784 SCHEDULE E ATTACHMENTS A-E J 785 ATTACHMENT A Certification Regarding Debarment or Suspension In compliance with Agreements and grants agreements applicable under the U.S. Federal Awards Program, the following certification is required by all Proposers submitting a proposal in response to this Request for Proposal: 1.The Proposer certifies, to the best of its knowledge and belief, that neither the Proposer nor its Principals are suspended, debarred, proposed for debarment, or declared ineligible for the award of Agreements from the United States federal oovemment procurement or non-procurement oroorams. or are listed in the Excluded Parties List System in the System for Award Management (SAM) issued by the General Services Administration. 2. Principals, for the purposes of this certification, means officers, directors, owners, partners, and persons having primary management or supervisory responsibilities within a business entity (e.g., general manager, plant manager, head of a subsidiary, division, or business segment, and similar positions). 3. The Proposer shall provide immediate written notice to the MCBOCC Director of Purchasing if, at any time prior to award, the Proposer learns that this certification was erroneous when submitted or has become erroneous by reason of other dreurnstancetype to enter text 4. This certification is a material representation of fact upon which reliance will be placed when making the award. If it is later determined that the Proposer rendered an erroneous certification, in addition to other remedies available to MCBOCC's Director of Purchasing may terminate the Agreement resulting from this solicitation for default. Printed Name of Representative: n Roscia, Vice President, Strategy Signature/Date: 4Q I 2020 Company Name: Capital Rx Address: 85 Broad Street City/State/Zip: w o rk SSN or EIN No: 35-2612946 _w 786 ATTACHMENT B Condition of Submitting Proposal The undersigned Proposer has carefully examined all instructions, requirements, specifications,terms, and conditions of the RFP and Agreement and certifies: 1. It Is a reputable company regularly engaged In providing goods and/or services necessary to meet the requirements, specifications, terms, and conditions of the RFP and Agreement. 2. it has the necessary experience, knowledge, abilities, skills, and resources to satisfactorily perform the requirements, specifications, terms, and conditions of the RFP and the Agreement. Further. if awarded, Proposer agrees to perform the requirements, specifications,terrns, and conditions of the RFP and Agreement. 3. All statements, information, and representations prepared and submitted in response to the RFP are current, complete, true, and accurate. Proposer acknowledges that Monroe County and of County Commissioners' (MCBOCC) vAll rely an such statements, information, and representations in selecting the successful proposer(s). 4, That the prices quoted shall be MCBOCC's pricing for the product and/or services for the fime stated in the RFP. 5. It shall be bound by all statements, representations. warranties, and guarantees made in Its;Proposal. 6. Proposer acknowledges that the Agreement may be canceled at any time, if any conflict of interest or appearance of a conflict of interest is discovered by MCBOCC,in its sole discretion. 7. All purchase orders must be duly authorized and executed by MCBOCC and subject to the terms and condition of the RFP and Agreement 19 By checking this box, Proposer agrees that MCBOCC reserves the right to extend the terms, conditions, and prices of this Agreement to other Institutions (such as State, Local and/or Public MCBOCC) who express an interest in participating in any Agreement that results from this RFP. Each of the piggyback institutions will Issue their own purchasing documents for the goods/ services. Proposer agrees that MCBOCC all bear no responsibility or liability for any agreements between Proposer and the other Ins fitution(s) who desire to exercise this option. VENDOR LEGAL NAME: Capital Fix AUTHORIZED SIGNATURE. DATE: QM020 PRINT NAME: Ron Roscla TITLE: Vice President,Strategy 18 787 ATTACHMENT C Agreement Standard Terms & Conditions 1. Dellivety and Installation All deliveries of goods or performance of services shall be made pursuant to a written purchase order issued by MCBOCC, which assumes no liability for any goods delivered or services performed without such purchase order. Goods defined in this Agreement will be ordered and supplied on an as needed basis only. Nothing in this Agreement shall be construed as a minimum guarantee of goods to be ordered from Proposer. 2. Compensation. MCBOCC will pay upon presentation of a proper invoice for non-construction services in accordance with the Florida Local Government Prompt Payment Act, F.S. 218,70 et seq. Proposer shall submit a written report with invoice to MCBOCC each month setting forth the services provided in the billing period. Such report shall include, but not limited to, description of type of service, date, time and duration of service, agendas, sign-in sheets, attendance rosters. Request for reimbursement of any costs or expenses (including but not limited to travel expenses) must be accompanied by actual receipts. MCBOCC will only reimburse for actual expenses (not, for example, overhead on top of expenses). Payment of invoices may be withheld if documentation is not sufficient. MCBOCC may request additional documentation or explanation regarding services at any time and Proposer shall respond to such requests promptly with such additional information as MCBOCC may require. Failure to provide such additional information or explain why it cannot be provided within thirty days of receipt of the request from MCBOCC may be cause for termination of this Agreement. 3. Taxes MCBOCC is exempt from sales and use taxes. Furthermore, Proposer understands that it cannot claim exemption from taxes by virtue of any exemption that is provided to MCBOCC. 4. Warranty. a) Proposer warrants that for a period of one year from the date of delivery, the goods provided, including software, shall be free of any defects that interfere with or prohibit the use of the goods for the purposes for which they were obtained. Such purposes are stated in the RFP. b) During the warranty period, Proposer shall, at the sole option of MCBOCC, repair or replace any defective goods, by written notice to the Proposer. 6. License. Proposer warrants and represents that it is the owner of or otherwise has the right to and does hereby grant MCBOCC a license to use any software provided for the purposes for which the software was obtained. Such purposes are set forth in MCBOCC's RFP. 6. Terms-of-Service. In the event of any conflict between the terms of this Agreement 20 788 and the Proposer's standard Terms of Service (4TOS"), any terms posted on Proposer's website or application, or any terms for which a user is required to click "accept" on-line in order to log in to Proposer's application, the terms of this Agreement shall control. 7. QQpyright, Trademark, Service Mark, or Patent Infringes a) Proposer shall, at its own expense, be entitled to and shall have the duty to defend any suit which may be brought against MCBOCC to the extent that it is based on a claim that the products or services furnished infringe upon a copyright, Trademark, Service Mark, or patent. Proposer shall further indemnify and hold harmless MCBOCC against any award of damages and costs made against MCBOCC by a final judgment of a court of last resort in any such suit. MCBOCC shall provide Proposer immediate notice in writing of the existence of such claim and full right and opportunity to conduct the defense thereof, together with all available information and reasonable cooperation, assistance and authority to enable Proposer to do so. No costs or expenses shall be incurred for the account of Proposer without its written consent. MCBOCC reserves the right to participate in the defense of any such action. Proposer shall have the right to enter into negotiations for and the right to effect settlement or compromise of any such action, but no such settlement or compromise shall be binding upon MCBOCC unless approved by the county's Legal Counsel. b) If the products or services furnished under this Agreement are likely to, or do become, the subject of such a claim of infringement, then without diminishing Proposer's obligation to satisfy the final award, Proposer may at its option and expense: i) Procure for MCBOCC the right to continue using the products or services,or ii) Replace or modify the alleged infringing products or services with other equally suitable products or services that are satisfactory to MCBOCC, so that they become non-infringing, or ik) Remove the products or discontinue the services and cancel any future charges pertaining thereto, provided, however, that Proposer will not exercise option b,ii,., until Proposer and MCBOCC have determined that options b.i. and b.ii, are impractical. c) Proposer shall have no liability to MCBOCC, however, if any such infringement or claim thereof is based upon or arises out of. i) The use of the products or services in combination with apparatus or devices not supplied or else approved by Proposer,or h) The use of the products or services in a manner for which the products or services were neither designated nor contemplated,or fli) The claimed infringement in which MCBOCC, has any direct or indirect interest by license or otherwise, separate from that granted herein. 8. TgrMination for Breach. Should Proposer fail to fulfill in a timely and proper manner its obligations under this Agreement or if it should violate any of the terms of this Agreement, MCBOCC shall have the right to immediately terminate the Agreement. 21 789 Such termination shall not relieve Proposer of any liability to MCBOCC for damages sustained by virtue of any breach by Proposer. Proposer shall be in default hereof if it becomes insolvent, makes an assignment for the benefit of its creditors, a receiver is appointed or a petition in bankruptcy is filed with respect to Proposer and is not dismissed within thirty (30)days. 9. Termination for Funding. Any Agreement arising from this RFP is subject to annual appropriation by MCBOCC. In the event MCBOCC, in its sole discretion, does not or cannot obtain or continue the funding of this Agreement from any source or sources at an aggregate level sufficient to allow for payment for the Work, MCBOCC may exercise one of the following alternatives: (1) terminate this Agreement effective upon a date specified in a Termination Notice; or (2) continue this Agreement by reducing, through written notice to Proposer, the amount of this Agreement and the scope of work, consistent with the nature, amount, and circumstances of the loss of funding. Any termination or reduction of this Agreement pursuant to this subsection shall not affect any obligations or liabilities of either Party accruing prior to such termination or reduction. MCBOCC shall not face any liability or penalty as a result of such termination or reduction of this Agreement. 10. Termination tQr Convenience. MCBOCC may terminate this Agreement at any time upon thirty (30) days written notice to Proposer. Proposer shall be paid in full for all authorized expenditures and any goods or services satisfactorily provided through the date of termination, but in no case shall MCBOCC be liable to Proposer for compensation for any good or service which has not been rendered. A termination for convenience shall not be a breach of this Agreement by MCBOCC. The final decision as to the amount, for which MCBOCC shall be liable, shall be determined by MCBOCC. Proposer shall not have any right to any actual general, special, consequential, incidental, or any other damages whatsoever of any description or amount for MCBOCC's exercise of its right to terminate for convenience. 11. Compliance with,Laws. Proposer agrees to comply with any applicable federal, state and local laws and regulations. 12. Maintenance of Records. Proposer shall maintain documentation for all charges against MCBOCC. The books, records, and documents of Proposer, insofar as they relate to work performed or money received under the Agreement, shall be maintained for a period of five (5) full years from the date of final payment and will be subject to audit, at any reasonable time and upon reasonable notice by MCBOCC or its duly appointed representatives. The records shall be maintained in accordance with generally accepted accounting principles. If an auditor employed by the County or Clerk of Courts determines that monies paid to the Company pursuant to this Agreement were spent for purposes not authorized by this Agreement, the Proposer shall repay the monies together with interest calculated pursuant to F.S. 55.03, running from the date the monies were paid to the Proposer. 13. MCBOCC Prope ft. Any MCBOCC property, including but not limited to books, records and equipment, that is in Proposer's possession shall be maintained by Proposer in good condition and repair, and shall be returned to MCBOCC by Proposer upon termination of the Agreement. All goods, documents, records, and other work product and property produced during the performance of this Agreement are deemed to be MCBOCC property. 22 790 14. f!adnershiWoint Venture. Nothing herein shall in any way be construed or intended to create a partnership or joint venture between the parties or to create the relationship of principal and agent between or among any of the parties. None of the parties hereto shall hold itself out in a manner contrary to the terms of this paragraph. No party shall become liable for any representation, act or omission of any other party contrary to the terms of this paragraph. 15. Insurance. During the term of this Agreement, Proposer shall maintain comprehensive general liability insurance including cyber, automobile liability insurance, and professional liability and if necessary, commercial umbrella insurance, each with limits not less than one million dollars ($1,000,000.00), each occurrence. The MCBOCC shall be included as an additional insured on the comprehensive general liability policy, Commercial general liability shall apply as primary insurance with respect to any other insurance or self- insurance programs afforded to MCBOCC. There shall be no endorsement or modification to make insurance excess over other available insurance. Proposer shall maintain workers' compensation insurance with statutory limits as required by the State of Florida or other applicable laws and employers' liability insurance with limits of not less than five hundred thousand dollars ($500,000). A certificate of insurance, in a form satisfactory to MCBOCC, evidencing said coverage shall be provided to MCBOCC prior to commencement of performance of this Agreement. All certificates of insurance for general, automobile, commercial umbrella and cyber liability policies shall name MCBOCC as an additional insured in addition to certificate holder. Throughout the term of this Agreement, Proposer shall provide an updated certificate of insurance upon expiration of the current certificate, 16. Indemnification and Hold Harmless Proposer shall indemnify and hold harmless MCBOCC, its officers, agents and employees from: a) Any claims, damages, costs and attorney fees for injuries or damages arising, in part or in whole, from the negligent or intentional acts or omissions of Proposer, its officers, employees and/or agents, including its sub or independent Proposers, in connection with the performance of the Agreement. b) Any claims, damages, penalties, costs and attorney fees arising from any failure of Proposer, its officers, employees and/or agents, including it sub or independent Proposers, to observe applicable laws, including, but not limited to, labor laws and minimum wage laws. c) MCBOCC will not indemnify, defend or hold harmless in any fashion the Proposer from any claims, regardless of any language in any attachment or other document that the Proposer may provide. 17. Attorney Fees Proposer agrees that, in the event either party deems it necessary to take legal action to enforce any provision of the Agreement, or in the event MCBOCC prevails, Proposer shall pay all expenses of such action including MCBOCC's attorney fees and costs at all stages of the litigation. 18. Assignment Written Consent-R2quired. The provisions of this Agreement shall 23 791 inure to the benefit of and shall be binding upon the respective successors and assignees of the parties hereto. Neither this Agreement nor any of the rights and obligations of Proposer here under shall be assigned or transferred in whole or in part without the prior written consent of MCBOCC. Any such assignment or transfer shall not release Proposer from its obligations hereunder. 19. Entire-Agreement. This Agreement sets forth the entire agreement between the parties with respect to the subject matter hereof and shall govern the respective duties and obligations of the parties. 20. EQme Maleure. No party shall have any liability to the other hereunder by reason of any delay or failure to perform any obligation or covenant if the delay or failure to perform is occasioned by force majeure, meaning any act of God, storm, fire, casualty, unanticipated work stoppage, strike, lockout, labor dispute, civil disturbance, riot, war, national emergency, act of Government, act of public enemy, or other cause of similar or dissimilar nature beyond its control. 21, QQygming Law/Venue. Florida law shall govern regardless of any language in any attachment or other document that the Proposer may provide. Any action between the parties arising from this agreement shall be maintained in the courts of Monroe County, Florida. 22. Mgdificafign Qf Agreemen . This Agreement may be modified only by prior written amendment executed by all parties and their signatories hereto. 23. WAiye . No waiver of any provision of this Agreement shall affect the right of any party thereafter to enforce such provision or to exercise any right or remedy available to it in the event of any other default. 24. ilverabilitv. Should any provision of this Agreement be declared invalid by any court of competent jurisdiction, such provision shall be severed and shall not affect the validity of the remaining provisions of this Agreement. 26. E!rivacy. With regard to any reports, studies, or other works developed in the course of this Agreement, or as a result thereof, Proposer shall not publish Private Information or any other information which identifies employees, or officers of MCBOCC by name without first obtaining written consent from such individuals, or in the case of a minor, his or her parent or legal guardian. Proposer shall provide to MCBOCC for its review any proposed publication, brochure, or advertisement in which MCBOCC is named not less than thirty (30) calendar days prior to submission for publication and Proposer shall remove MCBOCC's name or information identifying MCBOCC from the publication if MCBOCC requests removal. Proposer shall not issue, publish, or divulge any Materials developed or used in the performance of this Agreement or make any statement to the media relating to this Agreement without the prior consent of MCBOCC. In no event shall the Proposer publish, display, or in any way use the County seal for its commercial purposes (F.S. 165.043). 26. Contingent Fees,. Proposer hereby represents that Proposer has not been retained, or retained any persons, to solicit or secure a MCBOCC Government Agreement upon an agreement or understanding for a contingent commission, percentage, or brokerage fee, except for retention of bona fide employees or bona fide established commercial 24 792 selling MCBOCC for the purpose of securing business. Breach of the provisions of this paragraph is, in addition to a breach of this Agreement, a breach of ethical standards which may result in civil or criminal sanction and/or debarment or suspension from being a Proposer or sub-Proposer under MCBOCC Government Agreements. 27. Gratuities and Kickbacks 1 Ethics Clause. The Proposer shall warrant that it has not employed, retained or otherwise had act on its behalf any former County officer or employee subject to the prohibition of Section 2 of Monroe County Ordinance No. 010-1990 or any current County officer or employee in violation of Section 3 of Ordinance No. 020-1990. For breach or violation of this provision the County may, in its discretion, terminate this Agreement without liability and may also, in its discretion, deduct from the Agreement or purchase price, or otherwise recover the full amount of any fee, commission, percentage, gift or consideration paid to the current or former County officer or employee. 28. Ethics/ Conflicts of Interest 1 Gift Policy. The parties recognize and agree that MCBOCC is required to comply with the standards of conduct for public officers and employees laid out in the Florida Ethics Code contained in F.S. 112.313 as well as its own Ethics Policy, contained in the Monroe County Personnel Policies & Procedures Manual, regarding, but not limited to, solicitation or acceptance of gifts, doing business with one's own MCBOCC, unauthorized compensation, misuse of public position, conflicting employment or contractual relationship, and disclosure or use of inside information. Among other things: No MCBOCC employer, officer or agent may participate in the selection, award, or administration of a Agreement if he or she has a real or apparent conflict of interest. Such a conflict would arise if the employee, officer or agent, or any member of his or her immediate family, receives a tangible personal benefit from a firm that receives or under consideration for a Agreement. The officers, employees and agents of the County may not accept any gift of value in excess of $25.00, and may not accept any gifts of any amount, if the expectation is that the gift giver will receive something of value in return for the gift. County employees, officers and agents who violate the State Ethics Code or the MCBOCC ethics policy will be subject to disciplinary actions, up to and including termination as well as possible criminal prosecution. 29. E Verify. The Proposer shall utilize the U.S. Department of Homeland Security's E- Verify system to verify the employment eligibility of all new employees hired by the Proposer during the term of the Agreement and shall expressly require any subProposers performing work or providing services pursuant to the Agreement to likewise utilize the U.S. Department of Homeland Security's E-Verify system to verify the employment eligibility of all new employees hired by the subProposer during the Agreement term. 30. Non-Discrimination. It is the policy of the MCBOCC not to discriminate on the basis of age, race, sex, color, national origin, pregnancy, religion, gender or disability in its hiring, promotion, demotion, dismissal or laying off, and employment practices, or in admission to, access to, or operation of its programs, services, and activities. With regard to all aspects of this Agreement, Proposer certifies and warrants it will comply with this policy. No person shall be excluded from participation in, be denied benefits 25 793 of, be discriminated against in the admission or access to, or be discriminated against in treatment or employment in MCBOCC's Agreement programs or activities, on the grounds of handicap and/or disability, age, race, color, religion, sex, national origin, pregnancy, religion, gender or any other classification protected by federal or Florida State Constitutional or statutory law; nor shall they be excluded from participation in, be denied benefits of, or be otherwise subjected to discrimination in the performance of Agreements with MCBOCC or in the employment practices of MCBOCC's Proposers. Accordingly, all Proposers entering into Agreements with MCBOCC shall, upon request, be required to show proof of such nondiscrimination and to post in conspicuous places that are available to all employees and applicants, notices of nondiscrimination. 31. QQmpliancg with the Amerigana With Disabilities Ac . The Proposer will be required to provide assurances that it does not discriminate on the basis of disability in admission to, access to, or operations of its program, services, or activities, including hiring or employment practices. The Proposer will insure that qualified applicants and participants with disabilities in its services, programs, or activities have communication access that is equally effective as that provided to people without disabilities. Information shall be made available in accessible formats and auxiliary aids and services shall be provided upon the reasonable request of a qualified person with a disability. 32. Florida Public Records Law. ___Pursuant to F.S. 119.0701, Proposer and its sub Proposers shall comply with all public records laws of the State of Florida, including but not limited to: a. Keep and maintain public records required by Monroe County in order to perform the service. b. Upon request from the public MCBOCC's custodian of public records, provide the public MCBOCC with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Florida Statutes, Chapter 119 or as otherwise provided by law. c. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the Agreement term and following completion of the Agreement if the Proposer does not transfer the records to the public MCBOCC. d. Upon completion of the Agreement, transfer, at no cost, to Monroe County all public records in possession of the Proposer or keep and maintain public records required by the public MCBOCC to perform the service. If the Proposer transfers all public records to the public MCBOCC upon completion of the Agreement, the Proposer shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Proposer Deeps and maintains public records upon completion of the Agreement, the Proposer shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to Monroe County, upon request from the public MCBOCC's custodian of records, in a format that is compatible with the information 2s 794 technology systems of Monroe County,. IF THE PROPOSER HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE PROPOSER'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS, BRIAN BRADLEY, AT (305) 292-3470, dike, - ri r7 ,monrce ou -tl. , c/o Munroe County Attorney's Office, 1111 12th St., Suite 408, KeyWest FL 33040. 33. Eff ctiyg D .. This Agreement shall not be binding upon the parties until it has been signed first by the Proposer and then by the authorized representatives of the MCBOCC and has been filed in the office of the County Clerk. When it has been so signed and filed, this Agreement shall be effective as of the date first written above. 34. Public Entity Crime Statement_F.,S. 287.133: A person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a bid, proposal, or reply on a Agreement to provide any goods or services to a public entity; may not submit a bid, proposal, or reply on a Agreement with a public entity for the construction or repair of a public building or public work; may not submit bids, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a Proposer, supplier, sub-Proposer, or consultant under an Agreement with any public entity; and may not transact business with any public entity in excess of the threshold amount provided in s. 287,01 for CATEGORY TWO ($35,000) for a period of 35 months following the date of being placed on the convicted vendor list.. 7 795 ATTACHMENT D NON-COLLUSION AFFIDAVIT I, of the city of kCf L,4e (;z> according to law on my oath, and under penalty of perjury, depos�e and say that:� le) am _ ni OJ L,A of the firm of the respondent making the Proposal for the project described in the Notice for Calling for bids for: C_o,,,7--� jeZ_1 and that I executed the said proposal with fut(authorfty to do so: The prices in this bid have been arrived at independently without collusion, consultation, communication or agreement for the purpose of restricting competition, as to any matter relating to such prices with any other respondent or with any competitor-, Unless otherwise required by law, the prices which have been quoted in this bid have not been knowingly disclosed by the respondent and will not knowingly be disclosed by the respondent prior to bid opening, directly or indirectly, to any other respondent or to any competitor; and No attempt has been made or will be made b the respondent to induce any other person, partnership or corporation to submit, or not to submit, a bid for the purpose of restricting competition; and The statements contained in this affidavit are true and correct, and made with full knowledge that Monroe County relies upon the truth of the statements contained in this affidavit in awarding Agreements for said project. 3 1?ola (Signature of Respondent) (Date) STATE OF; rt"ef'dA COUNTY OF: PERSONALLY APPEARED BEFORE ME, the undersigned authority, iroAl4c4 )CO-s .. who, after first being sworn by me, (name of individual signing) affixed his/her signature in the space provided above on thls ay of 0—2-b 28 796 NOTARY PUBLIC My Commission Expires: M. i MYCOMMONOGG331070 aEMRFS.wy7, en° kAW Iku NOWNY Pubk U 797 ATTACHMENT E DRUG-FREE WORKPLACE FORM The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that: rAPIT-m_ e>,- - (Nafrie of Business) 1. Publishes a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited: in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2. Informs employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3. Gives each employee engaged in providing the commodities or contractual services that are under bid a copy of the statement specified in subsection (1). 4. In the statement specified in subsection (1), notifies the employees that, as a condition of working on the commodities or contractual services that are under bid, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of Chapter 893 (Florida Statutes) or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five (5) days after such conviction. 5. Imposes a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee's community, or any employee who is so convicted, 6. Makes a good faith effort to continue to maintain a drug-free workplace through implementation of this section. As the person authorized to sign the statement, I certify that this firm complies fully with the above requirements. STATE OF 0 r-( Doq Meaalf (Signature of espondent) COUNTY OF 31:30 ,�o / I Date PERSONALLY APPEARED BEFORE ME, the undersigned authority, )eo,4 A C Q A?Oxc.iA who, after first being sworn by me, (name of individual signing) affixed his/her signature in the space provided above on this 29 798 E? day f ---- 0 y commission expires: NOTARY lJ LI 970 310 799 SCHEDULE F EGWP e G � i rm*Kmke.e Rea l for:Momoe County,Fl. Proposal Summary e appremw the opporturity to propow a grrsup retreep meet the needs of NbnroeQxmIye retwee pDpukabon The proposeelprmCrarnis "-wzured r Croup Medrare Part D presoVOrm drug plan for the - ' .1anuary 1, Highlights the r° Medicare Prescfipltion Drug Plan The proposed prescipboo pRans art«Unp (EG ),provided t Caphai Rx. Capdal Rx subconvarn(GW s4vvice5 dovugh Senistar Admwusmarve Sermes,who uses, ExpressI, (£ �as the Niedp=id and e services(CMS)to serer as a Medware Part[5 . l traBene"and. E. C,manages p D phnw- Featmes dimAnle- Fdl the Donart l n descgnsara avadable,that fill re,ftrt D Cowrage Gap, cenunm*referred to as t can cover brand drupand CmwwvN ki the cowerage p,or jus8 genencs, a ro s demred w -ftA pkas stwulardly pw a numornurn on Cat-astruphirropaysjc ,--it ties coverage phase,roembers will rwoer a /roans arar is erxc*e&that - . Inn Cmered _Broadest formulary that wwkmses coverage for @A drugs elilpbie under re Pan ,and strocUrdly covers Nxm-pary D drugs with the exception of Part 6 drugs(typically covered by rnedvml plan),l E (whKh haw been kkArfified as hi for sera' ),and e drup(which can to unwed for am addisional fee), _s can reverm a afar u4V4y of monu a Rorne Defivery, typkaily with ,than dwf would puy at rvial. Fkridbility in r Design_ n erd ry as closely as passNe . nwinber c6sruption. (Xvstrioegy allows us to nuinintize disrup6on vwlhdestill.dbowing savings. Pfanauacy -ftxlusles ail major pharmacies extiding Walpeens,E" _ 66,CM phwmadrs rofionwide- Govenwimmt plate pre4muns rztes irtchmde ldpdcarp Part Dsubsift. re is no adififional suhskly Bing neede& l E Werer than The.. nge subsidy veceived by their cferes Min file sutsidr, Administration provideA by Benistar Imlskonentation ongoft p wig be ptoveledy SenistarServkes -,awhint- pwry adminirtrMw located in Avon, -,txmt. r is specFWAIV ftmmed an the adniniistration of redree.medical and presaiption drug plate and has dw e%perfise,to acindnister ttwe pLms as a towaly integrated a for efigibLe retirees- As thod-party currently manages benefft for owr 1,GM post-&S retiree groups- www-cap-mcom 1 35 800 CERTIFICATE OF LIABILITY INSURANCE DATE IMMfDDN YI 164� 020 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW, THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement, A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsoment(s). PRODUCER CONTACd Arthur J, Gallagher Risk Management Services, Iglu. vlAfa FAX 290 Jefferson Park •800-35"005_ A1C be:973-921-2876 Whippany NJ 07981 DR INSURER(SI AFFORDING COVERAGE NAIC M DB-72,4491INSURER A!Northfield Insurance Company Compapy 27987 INSURED CAPIRXL-01 INSURER B:Kinsale Insurance CoLnpany 38920 Capital RX Inc 28 Park Ave S Suite 8 87234 INSURER c.Underwriters at_Lloyd's London 15792 Now York NY 10003 INSURER 0, Evanston Insurance Company 35378 INSURER E INSURER F COVERAGES CERTIFICATE NUMBER:189066817 REVISION NUMBER THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES,LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE A L SUSR POLICY EFF POLICY EXP LIMITS LTft POLICYNUMBER MLDDI`YYY MM1DONYYY A X COMMERCIAL GENERAL LIABILITY Y WS414317 312312020 3/23/2021 EACH OCCURRENCE $1,000,000 5AMAGE TO CLAIMS�MADE [.I OCCUR PREMISES MaRENTE =rvence $100,000 APPROVED RISK MANAGEMENT MED EXP(Any one person) S5,000 _.. _....... PERSONAL&AOV INJURY $EXCLUDED GENL AGGREGATE LIMIT APPLIES PER GENERAL AGGREGATE 5 3,000,000 PR r POLICY,J JET c _, LOC - / PRODUCTS-COMPIOPAGG SEXCiLt1DED OTHER: S -_ A AUTOMOBILE LIABILITY Y WS41.431.7 I 3/2312020 312312021 COMBINED SINGLE LIMIT $1,000.000 Ea accrdent. ANY AUTO BODILY INJURY IPer person) S OWNED SCHEDULED BODILY INJURY{Per aocidantl S AUTOS ONLY AUTOS X HIRED IX NON-OWNED PRO P€RTY DAMAGE S AUTOS ONLY AUTOS ONLY Per aaadonl- S a UMBRELLA LIAR X OCCUR 01001106650 312312020 3/2312021 EACH OCCURRENCE $1,000,000 X1 EXCESS LIAR CLAIMS-MADE AGGREGAT€ S LIED RETENTIONS _ S WOreKERSGOMPENSA7ION STATUT ERH AND EMPLOYERS'L - AND Y 1 N ANYPROPFUETORJPARTNEFUEXECUTIVE ❑ N 1 A E.L.EACH ACCIDENT S O FFIC ERl M E MBE R E X C LUD ED? (Mandatory In NH) E.L,DISEASE-EA EMPLOYEE S II yy83,descnbe under DESCRIPTION OF OPERATIONS below t t I E.L.DISEASE:.POLICY LIMIT S C E B O MPL219103720 311312020 311312021 Professional Liao 1 MN2 Mil Agar D Tech MKLVIPDBO00065 5IV2020 51212021 Cyber Liability $1.000,000 DESCRIPTION OF OPERATIONS/LOCATIONS I VEHICLES(ACORD 101,Additional Remarks Schedule,may he attached If more space is required) Monroe County Board of County Commissioners is an Additional Insured as respects to General Liability And Auto Liability policies,pursuant to and subject to the policy's terms,definitions,conditions and exclusions. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Monroe County Board Of County Commissioners, 1100 Simonton St AUTHORIZEOREPRESENTAT Key West FL 330404 m 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD 801 MAIL ORDER PHARMACY&HOME DELIVERY SPECIALTY PHARMACY PRICING AMENDMENT THIS THIRD AMENDMENT (hereinafter "Amendment") to the Pharmacy Benefit Management Services Agreement (hereinafter "Agreement") by and between Monroe County Board of County Commissioners ("Sponsor"),and Capital Rx, Inc. ("Capital Rx")is effective on January 1, 2024. Each of Sponsor and Capital Rx is sometimes individually referred to herein as a "Party" and together as the "Parties". Any capitalized term used and not identified in this Amendment shall have the same meaning as defined in the Agreement. WHEREAS, Capital Rx and Sponsor wish to amend the Agreement to revise certain terms of the Agreement. NOW, THEREFORE, in consideration of the covenants and agreements set forth herein, Capital Rx and Sponsor agree as follows: 1. Within Schedule B (Pricing and Reconciliation Terms), Section 2 ("Mail Order Pharmacy") the heading and the"Lesser of Logic"section are deleted in their entirety and replaced with the following: EXCLUSIVE MAIL ORDER PHARMACY Lowest of Logic. Sponsor will pay Capital Rx for Covered Pharmaceuticals (except Specialty Drugs and OTC Drugs) dispensed to Members through Capital Rx's exclusive Mail Order Pharmacy an amount equal to the lowest o£ • Pharmacy's U&C Price,or • National Average Drug Acquisition Cost(NADAC)+$0.00, or • AWP—26%+$0.00 for Brand Drugs • AWP—86%+$0.00 for Generic Drugs less the Cost Share. 2. Within Schedule B, Section 3 ("Specialty Pharmacy")the heading and the"Lesser of Logic" section are deleted in their entirety and replaced with the following: EXCLUSIVE HOME DELIVERY SPECIALTY PHARMACY Sponsor will pay Capital Rx for Specialty Drugs(except for Limited Distribution Drugs)dispensed to Members by Capital Rx's exclusive home delivery Specialty Pharmacy an amount equal to: The reimbursement outlined in the applicable list of Exclusive Specialty Drug pricing (the "Exclusive Specialty Network Price List"),then the lowest of: • Pharmacy's U&C Price or • AWP—20%+$0.00,or • NADAC+$10.00 The contents of this document are confidential and proprietary to Capital Rx and may not be reproduced,transmitted,published,or disclosed to others without prior written authorization from Capital Rx. Mail&Specialty Pricing Amendment 2023 802 less the Cost Share. Any Specialty Drug product that is not available in the marketplace at the time of execution of this Agreement will be considered a new-to-market Market Specialty Drug and will default to the above processing logic, unless otherwise updated by Capital Rx. The Capital Rx Exclusive Specialty Network Price List, as defined above, is subject to change from time to time and it shall be at the sole discretion of Capital Rx to review, add, remove, or migrate drugs on and off that Exclusive Specialty Network Price List. 3. All other terms or provisions of the Agreement not modified by this Amendment, or any other amendments or addenda shall remain unchanged. [SIGNATURE PAGE FOLLOWS] 2 The contents of this document are confidential and proprietary to Capital Rx and may not be reproduced,transmitted,published,or disclosed to others without prior written authorization from Capital Rx. Mail&Specialty Pricing Amendment 2023 803 MAIL ORDER PHARMACY&HOME DELIVERY SPECIALTY PHARMACY PRICING AMENDMENT SIGNATURE PAGE IN WITNESS WHEREOF,Capital Rx and Sponsor have executed this Amendment as of the Effective Date above. Capital Rx,Inc. Monroe County Board of County Commissioners IlGiru„� ���Ilh�l�ruwr AV" 23 A . ...By. n�eo e 12 2 i,k'y By: Print Name:Kristin Begley Print Name: Title:CCO Title: Date: Nov 16,2023 Date: ATTEST: KEVIN MADOK,CLERK By: As Deputy Clerk 3 The contents of this document are confidential and proprietary to Capital Rx and may not be reproduced,transmitted,published,or disclosed to others without prior written authorization from Capital Rx. Mail&Specialty Pricing Amendment 2023 804 iiiiiiiiiiiiiiiiiiiiiillillillillillillilliillillillillillillilliillillillillilillillillillillillilliillillillillillillilliillillillillillillilliillillililllillillillillillillilliillillillillillillilliillillillillillillilliillillililllillillillillillillilliillillillillillillilliillillillillillillilliillillililllillillillillillillilliillillillillillillilliillillillillillillilliillillililllillillillillillillilliillillillillillillilliillillillillillillilliillillililllillillillillillillilliillillillillillillilliillillillillillillilliillillililllillillillillillillilliillillillillillillilliillillillillillillilliillillililllillillillillillillilliillillillillillillilliillillillillillillilliillillililllillillillillillillilliillillillillillillilliillillillillillillilliillillililllillillillillillillilliillillillillillillilliillillillillillillilliillillililllillillillillillillilliillillillillillillilliillillillillillillilliillillililllillillillillillillilliillillillillillillilliillillillillillillilliillillililllillillillillillillilliillillillillillillilliillillillillillillilliillillililllillillillillillillilliillillillillillillilliillillillillillillilliillillililllillillillillillillillI Vmii i ywi i "' III'iiiii IIII� IIII� IIII� ° IIII� IIII� ° 'l h � IIIn roe IIII� 1 Final Audit Report 2023-11-16 Created: 2023-11-16 By: Lenore Keefer(Ikeefer@cap-rx.com) Status: Signed Transaction ID: CBJCHBCAABAAI5tVotgvcOXsUr_7VKgXLDmk1Y3V-gee "Third Amendment to PBMSA with Monroe County BOCC and C apital Rx" History 6.,.,. Document created by Lenore Keefer(Ikeefer@cap-rx.com) 2023-11-16-3:46:56 PM GMT i; Document emailed to kristinbegley@cap-rx.com for signature 2023-11-16-3:48:05 PM GMT Email viewed by kristinbegley@cap-rx.com 2023-11-16-3:49:50 PM GMT rm Signer kristinbegley@cap-rx.com entered name at signing as Kristin Begley 2023-11-16-3:50:11 PM GMT rim Document e-signed by Kristin Begley(kristinbegley@cap-rx.com) Signature Date:2023-11-16-3:50:13 PM GMT-Time Source:server Agreement completed. 2023-11-16-3:50:13 PM GMT Adobe Acrobat Sign 805