STATEMENT OF WORK (SOW) FOR SERVICES



STATEMENT OF WORK FOR PROVISION OF WELLNESS SERVICES

PROVIDED TO

COMPANY NAME

by

WellSteps, LLC

DATE:

1. Introduction

The purpose of this Statement of Work (SOW) is to detail the tasks and responsibilities of WellSteps, LLC, doing business as WellSteps, LLC (hereinafter, the Vendor) and

COMPANY NAME

(hereinafter, the Organization) in relation to the delivery of wellness services. The Organization seeks to contract with the Vendor to implement a worksite wellness solution. The Vendor shall provide wellness services to the Organization as herein described.

2. Scope

This SOW includes delivery of a wellness solution by the Vendor in collaboration with the Organization. The SOW goes into effect:

and shall remain in effect until terminated by either party for any reason with 30 days notice.

3. Tasks

3.1 Planning and Implementation

3.1.1 The Vendor Wellsteps Guide shall:

• Send a coaching invite email to employees of the Organization after consulting with the Organization Wellness Coordinator. This email can be sent, A) to employees who meet a health-coaching criterion based on health risk and readiness to change or, B) to the entire employee population.

• Facilitate the delivery of health-coaching services designed to achieve six coaching outcomes.

• Provide coaching reports that detail the number of health-coaching sessions provided, the number of employees who received health-coaching, and the number who achieved coaching outcomes.

• Provide additional reports on demand as long as the request does not violate federal privacy laws and that the request does not require data analysis.

3.1.2 Vendor shall:

• Provide a toll-free phone number that employees of the Organization can call to schedule health-coaching appointments.

• Store data from health-coaching interactions on a secure server with triple redundant back-up protocol.

4. Mode of Health Coaching

All health-coaching included under the terms of this SOW shall be delivered telephonically.

5. Payments and Terms

5.1 Vendor’s Fees

Pricing is included on the last page of this SOW. This price shall be guaranteed for 12 months from the date of SOW execution. The annual price thereafter shall reflect a standard cost of living increase of 2.5%.

5.2 Past Due Invoices

All invoices are due within 30 days of receipt. If an account reaches 60 days past due, a late fee of 1.95% of the “Total WellSteps Fee” listed on the last page of this SOW may be charged each month until the account is paid in full. Accounts that are 90 days past due are subject to a suspension of service.

5.3 Legal Fees

All legal fees, should there be any, shall be paid such that the prevailing party shall have the right to collect from the other party its reasonable costs and necessary disbursements and attorneys' fees incurred in enforcing this SOW.

5.4 Other Services

5.4.1 Any other WellSteps services not covered in this SOW shall be billed, with customer approval, at $150 per hour. Other WellSteps services beyond the one described herein must be clearly described and priced on the last page of this SOW.

5.4.2 Uploading biometric data to integrate it with the Vendor Personal Health Assessment is included in the cost of the solution described herein when data are provided in one file that includes all biometric screening participants. If manual data entry of individual biometric data is required, an additional fee of $7.95 per form applies.

6. Vendor Personnel Requirements

Representatives of the Vendor have specialized experience and knowledge commensurate with the tasks outlined in this SOW.

7. Handling of Sensitive and/or Proprietary Information

7.1 Information Assets

Any information assets owned by the Organization but in custodial care of the Vendor, when no longer required to complete the prescribed tasks herein, shall be permanently archived or destroyed at the request of designated Organization representative. Unless approved by a designated Organization official, no sensitive or proprietary Organization information shall be removed, copied, or otherwise replicated from the Organization’s site or domain.

8. Confidentiality

Access and use of the Organization’s network shall be considered sensitive, on an as-required basis, and shall be appropriately protected.

9. Privacy of Health Information

The Vendor is under legal obligation to abide by federal privacy laws and thereby protect personal health information. Requests made by the Organization to the Vendor to release any personal health information shall result in a mediation in which officers of the Organization and the Vendor shall discuss the request and any applicable privacy laws. The discussion and resulting decision shall be documented and certified by both the Organization and the Vendor before any personal health information shall be released.

10. Travel

Onsite travel expenses are not included in Vendor pricing shown in Section 5. Whenever possible, conference calls and video conferencing (when available and cost effective) shall be used. If the Organization requires Vendor to travel to the Organization worksite(s), the Organization shall pay reasonable travel expenses including airfare, lodging, ground transportation, airport parking, and a per capita per diem of $150.

11. Duration

Either party may dissolve this SOW for any reason and at any time with 30 days written notice.

Dated and signed this Day of , 2022.

Organization Representative

[pic]

Steven G. Aldana, CEO

Wellsteps, LLC

|WellSteps Pricing |  |

| # Full-Time Employees | |

| | |

|Health Coaching ($149 per employee). Total amount |$ |

|Total WellSteps Fee |$ |

WellSteps can also manage wellness program gift card fulfillment beyond the scope of this SOW. There is a 10% administration fee (10% of the fulfillment total) for this service.

| | |

|* Data entry of individual biometric data forms shall be invoiced at $7.95 per form. | |

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