HR-24-25-13 - Occupational Health Services - Concentra Response File (available in the City Clerk's Reading File)

C
Presented to
City of Santa Clarita

Prepared by

Dominique McDermott
Director of Sales
Proposal for
Occupational
Health Services

concentra.com 5080 Spectrum Drive, 1200 West Tower, Addison, Texas 75001 • 800.232.3550 November 25, 2024

Jaclyn Abston, Human Resources
City of Santa Clarita
23920 Valencia Blvd. Ste. 295
Santa Clarita, CA 91355-2196

RE: Occupational Health Services

Dear Ms. Abston:

Concentra® is pleased to present to City of Santa Clarita (“City”) our proposal to provide Occupational Health Services, which adheres to all specifications and includes all relevant attachments.

Our national footprint, strong infrastructure, health care expertise, and commitment to service excellence would provide tangible benefits for the City – supporting you in your efforts to meet your program objectives. Concentra draws from a pool of experienced professionals to serve our clients’ needs. We assign an initial point of contact during the procurement and contracting phases and designate operational resources to provide ongoing account management and program support. The operations director would monitor contract deliverables and program expectations to help ensure we achieve successful outcomes that effectively meet the program objectives. In addition, the account management team would help ensure the services rendered under the contract remain compliant with all applicable local, state, and federal regulations.

Should you have any questions or concerns regarding our response, please contact Dominique McDermott, Director of Sales, via phone: 480.338.2135 or by email: [email protected].

Concentra affirms that:
• All information contained herein is current, complete, accurate, and remains valid for 1 20 days following the due date, November 25, 2024
• The City anticipates a contract term of one year

Concentra values the City’s consideration of our response. We are confident that after you review our experience, capabilities, geographic footprint, and account management strategy, Concentra will emerge as your ideal partner for the requested services. We look forward to the opportunity to serve as the preferred Occupational Health Services partner with City of Santa Clarita and its employees.

Respectfully submitted,

Kathy T. Le, MD, MPH
President and Treasurer
Occupational Health Centers of California, a Medical Corporation, dba Concentra Medical Centers Docusign Envelope ID: C60F3909-355A-4A22-BB6A-8D24BF5EA3AB

City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

1. Introduction ................................................................................................................ 1

2. References ................................................................................................................ 7

3. Scope of Work ........................................................................................................... 8

4. Contractor Personnel ............................................................................................... 20

5. Attachments ............................................................................................................. 22

City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

1. Introduction

1.1.1. Introduction - A general introduction and description of the proposal shall be provided.

The introduction shall include background information, including experience, qualifications, and details of any similar contracts. This section should also include business locations and hours of operation. The format of the introduction is at the discretion of the proposer.

Executive Summary
Concentra recognizes the City’s unique service specifications. We can deliver customized clinical solutions to help you achieve your program goals. We maintain policies to ensure ongoing compliance with standard regulating bodies, including the Occupational Safety and Health Administration (OSHA), the U.S. Department of Transp ortation (DOT), the Americans with Disabilities Act (ADA), the Family and Medical Leave Act (FMLA), the National Fire Protection Association (NFPA), police officer standards, and many others.

Concentra played a significant role in creating the workplace health industry model that exists today. We apply our proven methodologies to occupational medicine and workers’ compensation to help improve treatment and overall outcomes.

Our approach successfully combines evidence-based medicine with our clinical expertise and superior service discipline to deliver convenient access to quality care and measurable cost savings.

Innovation
Concentra HUB is a self-service, online tool that brings your employees’ test results, reporting, and authorization online – making it easier and more convenient to get needed Concentra account information when it is needed.

Concentra HUB includes patient-specific clinical case views for easier injury case management, online treatment authorizations, online support requests for customers to communicate with Concentra medical centers, 24/7 access to results and reports for work injury and non-jury services, and a message center for important updates.

Unmatched Access
With Concentra, your employees have access to our extensive network of more than 545 Concentra medical centers nationwide. Our Concentra Telemed® and Concentra Telerehab® extend access to care beyond the centers’ walls and standard working hours. In addition, Concentra’s Transportation Solution provides injured employees with scheduled and real-time rides to and from Concentra medical centers. Available nationwide, our transportation solution is provided free of cost after initial injury, for follow-up appointments, and for scheduled physical therapy visits.

Our Mission
Our company mission is to improve the health of America’s workforce, one patient at a time. We attribute our success to our commitment to put our customers’ people first, delivering personalized attention that optimizes employee health and productivity.

A ational eader Applying roven Approaches

injured employees
treated annually

patients seen each daywork injuries treated in the S

out
of
drug screens annually

employer customers nationwide,
including of the ortune

physicals annually

City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Page 2 With a clear vision and a notable record of accomplishments, we offer the best-in-class solution for occupational health care.

About Concentra
Concentra was founded by physicians as a medical practice in 1979 and the delivery of high -quality medical care continues to be our core competency to this day. Our footprint includes more than 545 medical centers in the United States with unmatched occupational health expertise and clinicians. We know how to deliver care that works for companies and their employees.

Operating as a division of Select Medical, Concentra is a leading health care company focused on improving the health of America’s workforce, one patient at a time. Through its affiliated clinicians, we provide occupational medicine, urgent care, physical therapy, and wellness services from more than 40 states nationwide. In addition to these medical center locations, Concentra currently serves employers by providing a broad range of health advisory services and operating more than 160 onsite clinics.

Our People
At Concentra, we believe in acknowledging and celebrating all attributes that make our team members who they are.

By embracing these differences, we can more effectively and positively impact the lives of our team members and the lives of the patients we serve. We have identified Diversity, Equity, and Inclusion (DEI) as a strategic priority within our company. This emphasis has created an environment where our team members feel safe, and our DEI committee works to ensure the voices of our diverse population have developed goals, objectives, and action initiatives focused on:

• Communication and marketing
• Continued data and analytic review
• Colleague engagement, including recognition days/events • Recruitment/talent management
• Education and training

This dedication to our team members is highlighted by the recognition of Concentra as one of America’s Greatest Workplaces for 2024, earning 4.5 out of 5 stars. Specific categories Concentra gained recognition for include America’s Greatest Workplace for Diversity ( stars), America’s Greatest Workplace for Job Starters (4. stars), America’s Greatest Workplace for Women ( stars), and America’s Greatest Workplace for Parents & Families (5 stars).

C ce tra’s Qua f cat s
Medical Expertise
Concentra's Clinical Advisory Board (CAB) oversees company clinical operations in all Concentra medical centers and onsite clinics. The CAB’s goal is to develop and disseminate guidance and policies for all Concentra clinicians.

Concentra has developed national medical expert panels to serve as resources to clinicians, clients, and patients.

The clinicians on these panels work to identify health trends, research the latest developments, and develop policies, procedures, clinical guidance documents, and processes to ensure Concentra’s treatment and service philosophy

City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Page 3 adhere to established industry best practices. These clinical experts research the latest medical literature and recommendations of national industry groups. Information is combined and integrated, then forwarded to our CAB for review and approval. Once approved, the information is disseminated via continuing medical education courses, clinical bulletins, and direct review with the clinician’s supervisor depending on the topic and relevance to the practice. the City and its employees would benefit from this process which helps to ensure continual clinical program improvement.

Clinical Experience
Injury Experience
Concentra's injury treatment experience informed our process management approach. We monitor and direct the processes that make up the structure of an individual case, all with the focus of achieving the optimal outcome.

These processes include many variables, such as frequency and timing of injured employee vis its, communication with the employer, and referral patterns for consultations and diagnostic testing.

Our analysis of comprehensive outcomes data proves that the following factors have a considerable impact on the clinical and cost outcomes:

Treating the injured employee at frequent intervals in the initial period following an injury Communicating with the employer about the activity/duty status of the injured employee Monitoring referrals to ensure that the injured employee is evaluated in a timely ma nner Paying attention to case closure following release to full-duty activity

Non-injury Experience
Concentra has been performing physical examinations, conducting drug and alcohol testing, and administering immunizations and vaccinations since our inception 45 years ago. We maintain written guidelines on all relevant regulatory standards and create client-specific service packages tailored to meet the unique needs of each client’s program requirements. Furthermore, we assure that only qualified individuals perform the requested services, in accordance with all local, state, and federal guidelines.

Department of Transportation Experience
Annually, Concentra performs more than , DOT examinations, making us the nation’s largest provider of screening services for drivers of commercial motor vehicles. We provide DOT physical examinations for employers who operate in various industries, including, but not limited to:

Aviation – Federal Aviation Administration
Trucking – Federal Motor Carrier Safety Administration
• Railways – Federal Railroad Administration
• Public Transit – Federal Transit Administration
• Maritime – The United States Maritime Administration
• Pipelines and Hazmat – Pipeline and hazardous Materials Safety Administration

Concentra maintains current, comprehensive knowledge of DOT regulations. We require all Concentra physicians performing DOT examinations to be Federal Motor Carriers Safety Administration (FMCSA) National Registry certified. In addition, Concentra offers the FMCSA curriculum as part of our training program to educate medical examiners on multiple topics within 13 different training modules on MCSA regulations. Concentra’s participants who complete the program are prepared to:

• Apply knowledge of MCSA’s driver physical qualification standards and advisory criteria to findings gathered during the driver’s medical examination
• Make sound determination of the driver’s medical and physical qualifications for safely operating a commercial motor vehicle (CMV) in interstate commerce
• Complete the Medical Examination Report Form

City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Page 4 As a recognized expert in DOT regulations, Concentra also provides a suite of DOT -related services to keep employers and their drivers safe and compliant, including:

• DOT Drug Testing – DOT drug screenings test for the presence of illegal drugs, alcohol, and other substances • Concentra’s Sleep Evaluation rogram – Objective and consistent evaluation of drivers who are at a risk of collision due to excessive sleepiness
• Due to our vast experience and relationship with the MCSA, Concentra published a book, “Concentra Guide to Medical Certification of Commercial Drivers,” to create consistent medical interpretations for Concentra physicians. The Concentra Guide integrates and defines the federal standards, medical guidelines, recent literature, and opinion, thereby providing a consistent framework for the medical examiner’s assessment of the DOT-covered participant and determination of fitness.

Concentra’s vast experience in maintaining the health and safety of commercial drivers would be a benefit to the City.

Services Offered
Concentra offers an extensive suite of services, categorized as follows:

Concentra’s Suite of Services
Occupational Health Care
• Pre-placement services, including examinations,
substance abuse testing, etc.
• Regulatory and employer mandated physicals
• Medical surveillance examinations
• Clinical testing (X-ray, audiograms, PFT, EKG)
• Work-related vaccinations and infectious disease
screenings
• Travel health
• Functional capacity evaluations
• Human performance evaluations
• Office and industrial ergonomic evaluations
• Occupational therapy
• Medical advisory services
• Utilization review services (Medical
ReviewStream™)
Injury Care
• Primary work-related injury care (workers’
compensation)
• Workplace injury medication dispensing* and
prescribing
• Physical therapy
• Specialist care
• Return-to-work examinations
• COVID-19 evaluation for return to work
*Where allowed by state law.

Urgent Care
• Diagnosis and treatment of minor non-work-related
illnesses and injuries, such as colds, flu, skin
conditions, back pain, and sprains
• Over 350 different types of laboratory tests
• X-rays
• Immunizations
• Infectious disease tests and screenings
Preventive Care
• Biometric screenings
• Vaccinations/immunizations
• Immigration examinations
• School and sports physicals
City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

Service Sites
Concentra Medical Centers in Your Area

Concentra’s Suite of Services
Pharmacy Services*
• Pre-packaged formulary
• Medication dispensing for occupational medicine
and travel health*
• E-prescribing
• Mail-order prescribing
*Where allowed by state law.

Training and Education
• General injury prevention education
• Job-specific injury prevention education
• Workplace Office and Industrial stretching and
exercise programs
• Back care and back injury prevention
• Wellness and illness prevention education
• Online drug and alcohol training (CMCA)
City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Page 6 Multilingual Support
Concentra offers remote translation services through our preferred provider, Voiance, to accommodate multiple language requirements. Voiance’s 4/7 service supports more than languages and dialects, including American Sign Language. In addition, many Concentra centers are staffed with clinician’s and office staff who are bilingual, and recruiting bilingual staff is another option, where a specific engagement requires.

City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

2. References

1.1.2. References - The respondent shall provide a contact information for a minimum of two references. References shall be similar clients.

Employer References
Concentra offers the following other employer references for the City’s review. We encourage the City to contact these entities as they can attest to our ability to perform health care services similar to those requested as part of the City’s program. We perform the required services per each employer’s specifications and in full compliance with all regulatory guidelines.

Reference 1 Reference 2 Reference 3
Client Name: LA Metro City of Lynwood City of Seal Beach Address: 1 Gateway Plaza, Los
Angeles, CA
11330 Bullis Road, Lynwood,
CA 90262
211 Eight Street, Seal
Beach, CA 90740
Contact Name/Title: Marisa King Yolanda Delgadillo Lauren Barich Phone Number: 213.922.2734 310.603.0220 x221 562.431.2527 x1336 E-mail Address: [email protected] [email protected] [email protected] Description of Work
Performed
Physicals, Drug
Screens, Audiogram,

DOT, PFT
Physicals, Drug Screens,
Injury Care
City Physicals,
Audiograms, Labs, Drug
Screens

City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

3. Scope of Work

1.1.3. Scope of Work Response - Narrative plans shall be prepared for each supplier responsibilities, deliverables, due dates, schedules, and timelines identified in the Scope of Work. Plans shall be clear of how expectations will be met by respondent.

C ce tra’s S ut
Concentra would successfully perform the requested scope of services proficiently and in the most cost -effective manner. We are confident our experience and expertise will make us the right company to assist the City in meeting your program objectives.

We assure the City that we would:
• Use company best practices that are compliant with the DOT, OSHA, and other regulated examinations • Maintain policies and procedures to ensure ongoing compliance with ADA, FMLA, NFPA, police officer standards, and many others
• Conduct drug screenings in accordance with DOT standard, 49 CFR Part 40 • Utilize a SAMHSA-certified, CAP-FDT accredited, and CLIA-certified laboratory for specimen analysis • Employ only properly certified and trained staff to perform the scope of work • Assign a designated team of qualified professionals to oversee the City’s program and ensure continued compliance
• Document patient visits and generate meaningful reports • Maintain records securely to ensure confidentiality of personal health information in accordan ce with the guidelines outlined by the Health Insurance Portability and Accountability Act (HIPAA)

We have the experience and resources, and qualified personnel, and are readily able to serve the City efficiently and professionally.

Performing the Scope of Work
Concentra medical centers offer a full complement of health care services including, but not limited to, substance abuse testing, physical examinations, clinical services, vaccinations, injury care, physical therapy, and wellness screenings. Our centers offer convenient weekday operational hours and many locations also offer evening and weekend hours.

Our centers average between 3,100 and 9,000 square feet in size. The centers maintain security services, and most offer free parking on the center property or adjacent to the center. All facilities are accessible (ADA-compliant) and conform to all applicable federal, state, and local safety and disability laws.

Each center’s layout consists of support/common areas and clinical areas:

Support/Common Areas
• Waiting room – seating for
patients with a television and
magazine/coffee bar
• Business office – work area for
clerical staff
• Manager office
• Break room
• Marketing office
• Restroom
• Records storage area
• Telephone/electrical area
Clinical Areas
City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Page 9 • Procedure rooms (for minor
procedures)
• Examination rooms
• Lab area – separate restrooms
(ADA-compliant) for drug and
alcohol collections
• Breath analysis/exam room –
to maximize privacy for
federally mandated testing
• Audio testing room – a single-
person booth
• Physician office
• Physician station – with X-ray
viewing areas and privacy to
enter patient data into
computer system
• X-ray facilities – a full-service
X-ray room and digital file
storage
• Storage area – for patient
charts
• Physical therapy area with
whirlpool, treatment areas,
strength and flexibility
equipment,
hydrocollator/freezer, and a
wide variety of therapy
modalities
Occupational Health Services
We provide the following service descriptions for the City’s requested scope of work. While these service descriptions highlight our standard approach, we would render all services to your specifications and in full compliance with all applicable regulatory requirements.

Physical Examinations
Concentra has comprehensive policies and procedures outlining examination requirements in accordance with DOT, OSHA, ADA, and general occupational health. We assure the City that a trained and appropriately licensed medical professional would perform the required examinations and adhere to all applicable regulations and guidelines specific to the examination.

Concentra would provide physical examinations according to the City’s requirements. However, it is customary for the standard examination to include the following components:

• Medical history
• Occupational history
• Vital signs
• Vision acuity (far distance)
• Examination of head, eyes, ears, nose, and throat
• Evaluation of the cardiovascular system
• Evaluation of the respiratory system
• Gastrointestinal examination
• Musculoskeletal examination
• Neurological evaluation
• Skin and lymphatic examination

We would also perform other ancillary testing as requested and/or indicated, upon the City’s approval and consistent with evidence-based medical standards and regulatory requirements.

Medical and Work History Questionnaire
Prior to any physical examination, an employee completes a thorough medical history questionnaire that includes personal, occupational, family, and medication history. Our comprehensive medical and work history questionnaires ensure your employees are compliant with all federal, state, and local mandates specific to their job category.

After reviewing the questionnaire, Concentra’s clinician performs a comprehensive physical examination and reviews the questionnaire in conjunction with the employee’s test results to make the appropriate medical recommendations.

Concentra immediately addresses any findings that pose immediate danger to the life or health of the employee.

FormFox Electronic Forms
Concentra uses the FormFox system to electronically capture the employee’s medical history and questionnaire. The employee completes the form online before coming to the clinic/medical center, or upon arrival, thus ensuring legibility and completeness (the system prevents skipping sections).

For DOT physicals, if the driver is certified, the medical examiner's certificate (MEC) is provided in the center post- visit. All determinations are reported to the National Registry of Certified Medical Examiners (NRCME) per regulations.

City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Page 10 Custom and Spanish Forms
Concentra has custom medical and work history questionnaires in both English and Spanish and can provide an array of comprehensive and mandated questionnaires necessary to maintain compliance.

Pre-placement/Post-offer Physical Examinations
Concentra realizes that any medical examination must be “job-related and consistent with business necessity” ( CFR 1630.14(b)). Pre-placement/post-offer physical examinations help ensure employees or prospective employees do not have a medical condition that:

• Prevents safe performance of the essential job duties • Can be exacerbated by the job duties
• Affects the safety of the employee, co-workers, or others in the workplace

Fitness-for-Duty Examinations
Fitness-for-duty examinations help ensure that employees can safely perform their job functions. Concentra therapists and clinicians are specifically trained to assess fitness for duty for injured employees and for employees who have medical conditions that could limit their ability to perform essential job functions.

A fitness-for-duty examination is performed when an employee:
• Has observable difficulty performing work duties in a manner that is safe for the employee, his/her coworkers, the employer, or the public, as determined by the employee’s supervisor • Poses an imminent and serious safety threat to self or others • Returns to work from a non-work-related illness or injury

When an employee meeting the above conditions is referred to Concentra, our clinicians begin to implement our well-coordinated evaluation to identify issues that may be affecting performance. This begins with a comprehensive evaluation and communication with the employer to determine if the employee can return to his/her normal job or if a limited-duty arrangement is indicated. Our clinicians apply a three-phase methodology:

• Phase 1: Our clinicians work to understand the various jobs in the workplace and perform evaluations to ensure the employee can meet the essential job functions. We educate the employee on how to enhance function and encourage support from his/her supervisor.
• Phase 2: The employee undergoes a clinical examination to determine if he/she is medically able to perform his/her job; this may include a job-specific functional test. Once the medical evaluation is complete, Concentr a’s physical therapist conducts functional testing. In cases where the employee has other medical conditions (e.g. recent surgery or a cardiac condition), we seek clearance from the employee’s primary care physician to proceed.
• Phase 3: Upon completion of the functional testing, our physical therapist provides the results to our physician, who combines the medical and functional test results and renders an overall “able to" or "not able to” return -to- work decision. If our clinicians believe additional testing is required to render a proper medical decision, we would seek the City’s authorization to proceed.

Department of Transportation (DOT) Physical Examinations Concentra has been performing Department of Transportation (DOT) physical examinations for emp loyers for the past 40 years. Annually, we perform more than 1,000,000 DOT physicals. We maintain comprehensive policies and procedures for these examinations and thoroughly train our staff on each testing component. The Federal Motor Carrier Safety Administration (FMCSA) provides the physical requirements for commercial motor vehicle (CMV) drivers in 49 CFR 391.41. (Other DOT agencies may have prescribed different physical standards for their safety sensitive roles, such as pilots, rail conductors, etc.)

The purpose of the DOT examination is to detect the presence of physical, mental, or organic conditions of such a character and extent as to affect the driver’s ability to safely operate a commercial motor vehicle. The examination must be conducted carefully and include (at least) all information requested in the applicable form. A history of City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Page 11 certain conditions may lead to a disqualification or indicate the need for further testing and/or an evaluation by a specialist.

DOT Exam Details
Components the ME will typically examine include the following:

• General appearance and development. Note marked overweight. Note any postural defect, perceptible limp, tremor, or other conditions that might be caused by alcoholism, thyroid intoxication, or other illnesses. • Head-eyes. When charts other than the Snellen chart are used, the results must be expressed in values comparable to the standard Snellen test. If the driver wears corrective lenses for driving, these should be worn while driver’s visual acuity is being tested. If contact lenses are worn, there should be sufficient evidence of good tolerance of and adaptation to their use.
• Ears. ote evidence of any ear disease, symptoms of aural vertigo, or Meniere’s disease. When recording hearing, record distance from patient at which a forced whispered voice can first be heard. If the individual fails the whispered voice test, the audiometric test should be administered. For the audiometric test, record decibel loss at 500 Hz, 1,000 Hz, and 2,000 Hz. Average the decibel loss at 500 Hz, 1,000 Hz, and 2,000 Hz and record as described on the form. If the individual fails the audiometric test and the whispered voice test has not been administered, the whispered voice test should be performed to determine if the standard applicable to t hat test can be met.
• Throat. Note any permanent deformities likely to interfere with breathing or swallowing. • Heart. Note murmurs and arrhythmias, and any history of an enlarged heart, congestive heart failure, or cardiovascular disease that is accompanied by syncope, dyspnea, or collapse. Indicate onset date, diagnosis, medication, and any current limitation. An electrocardiogram is required when findings so indicate. • Blood pressure (BP). If a driver has hypertension and/or is being medicated for hypertension, he or she should be recertified more frequently. An individual diagnosed with Stage 1 hypertension (BP is 140/90 -159/99) may be certified for one year. At recertification, an individual with a BP equal to or less than 140/90 may be certified for one year; however, if his or her BP is greater than 140/90 but less than 160/100, a one -time certificate for three months can be issued. An individual diagnosed with Stage 2 hypertension (BP is 160/100 -179/109) should be treated and a one-time certificate for three-month certification can be issued. • Lungs. Note abnormal chest wall expansion, respiratory rate, breath sounds including wheezes or alveolar rales, impaired respiratory function, dyspnea, or cyanosis. Abnormal finds on physical examination may require further testing, such as pulmonary tests and/or chest X-rays.
• Abdomen and viscera. Note enlarged liver, enlarged spleen, abnormal masses, bruits, hernia, and significant abdominal wall muscle weakness and tenderness. If the diagnosis suggests that the con dition might interfere with the control and safe operation of a commercial motor vehicle, further testing and evaluation are required. • Genital-urinary and rectal examination. A urinalysis is required. Protein, blood, or sugar in the urine may be an indication for further testing to rule out any underlying medical problems. • Neurological. Note impaired equilibrium, coordination, or speech pattern; paresthesia; asymmetric deep tendon reflexes; sensory or positional abnormalities; abnormal patellar and Babinsk i’s reflexes; ataxia. Abnormal neurological responses may be an indication for further testing to rule out an underlying medical condition. Any neurological condition should be evaluated for the nature and severity of the condition, the degree of limitatio n present, the likelihood of progressive limitation, and the potential for sudden incapacitation. • Spine, musculoskeletal. Previous surgery, deformities, limitation of motion, and tenderness should be noted.

Findings may indicate additional testing and evaluation should be conducted. • Extremities. Carefully examine upper and lower extremities and note any loss or impairment of leg, foot, toe, arm, hand, or finger. Note any deformities, atrophy, paralysis, partial paralysis, clubbing, edema, or hypotonia. • Laboratory and other testing. Other test(s) may be indicated based upon the medical history or findings of the physical examination.
• Diabetes. If insulin is necessary to control the condition of a driver who has diabetes, the driver is required to submit an Insulin-Treated Diabetes Mellitus Assessment Form MCSA-5870, obtained from their treating physician. If mild diabetes is present and it is controlled by use of an oral hypoglycemic drug and/or diet and exercise, it should not be considered disqualifying; however, the driver must remain under adequate medical supervision.

City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Page 12 Med ca Exa er’s Cert f cate
The DOT physical exam is performed by a certified medical examiner listed on the National Registry of Certified Medical Examiners. The exam includes a review of the employee's medical history; a physical exam with vital signs, vision, and hearing testing; and a urine test for blood, protein, and sugar to look for conditions that may impact a driver's ability to safely operate a vehicle. Following the examination, the results are automatically reported to the National Registry and state motor vehicle agencies, as required. If the driver passes, the ME provides the required Medical Examiner’s Certificate (MEC). The certificate may be issued for up to 4 months; h owever, the Concentra ME may limit certification based on a driver's medical history.

Clinical Screenings
A range of clinical screening services are offered at Concentra centers. We perform screenings on equipment that has been thoroughly examined and calibrated so that results are as timely and accurate as possible. Some services listed below may not be available at all onsites, and can be customized as determined by the employer.

The following table summarizes our clinical screening capabilities:

Type of Test Details
Audiometric
Screening
All audiometric screening conforms to the Occupational Safety and Health Administration (OSHA) standard 29 CFR 1910.95. We have Council for Accreditation in Occupational Hearing Conservation (CAOHC)- certified technicians to perform the tests, and we would provide all certifications upon request. Concentra’s services specific to audiometric screening include:
▪ Audiometers that pause screening if ambient sound levels temporarily exceed OSHA levels ▪ Immediate Standard Threshold Shift (STS) identification and retest capability ▪ CAOHC-certified hearing specialists
▪ Acoustic Systems audio booth professionally designed and installed in each clinic ▪ Daily equipment calibration
▪ Microprocessor audiometers
Please note: Concentra cannot test hearing in people who wear hearing aids as this requires specialized equipment. People with hearing aids need to be tested by an audiologist and then submit the results.

EKG (resting) Concentra performs a 12-lead EKG that measures the electrical activity of the heart, read by a center clinician.

Pulmonary
Function
Testing
A technician performs all pulmonary function testing that allows real-time graphic and numeric data to verify the test validity. Data returns of VC, FEVI, PEFR, FEF 25 percent-75 percent, and FEVI/FVC are required.

Vision A trained technician performs a vision test that meets OSHA standards for visual acuity. The technician screens for visual acuity with corrective lenses, lateral and vertical phorias, stereo depth perception, and color discrimination.

For visual acuity testing, we utilize the Snellen chart for distance vision, and the Ishihara book to assess color vision.

Vitals A trained technician records resting pulse rates and blood pressure using a hospital grade sphygmomanometer and stethoscope. Any person who does not meet normal pulse rate or blood pressure criteria is re-tested.

X-rays All posterior-anterior X-rays are performed by registered X-ray technicians and certified B-readers review selected chest X-rays in accordance with OSHA regulations.

Drug and Alcohol Testing
DOT-Compliant Urine Drug Screens
Concentra conducts urine drug testing in full compliance with Department of Transportation (DOT) rule 49 CFR Part 40 (Procedures for Transportation Workplace Drug and Alcohol Testing) and adheres to all Substance Abuse and Mental Health Services Administration (SAMHSA) policies and procedures to ensure appropriate chain of custody.

City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Page 13 By following these procedures in both federal and non-federal testing, Concentra simplifies the collection process, offers the most defensible procedures for our collectors and clients, and provides the optimal level of confidentiality for the donors.

Our typical process includes:
• Certified staff to perform collections
• Use of split specimen collection method as required by DOT • Use of the proper custody and control forms (CCF) for regulated and non-regulated testing, using electronic CCFs when possible
• Proper specimen containment
• Shipment of specimen, within 24 hours, to a SAMHSA-certified laboratory for analysis • Involvement of a Medical Review Officer (MRO) for follow-up review, as appropriate • Utilization of Quest Diagnostics, SAMHSA, CAP-FDT, and CLIA certified, for laboratory analyses

Concentra Collectors
Concentra’s collector certification course meets and exceeds the DOT training model. To help ensure consistency among all Concentra markets in adhering to DOT regulations, we developed a three-phase Collector Certification Program. Our policy is that all collectors (new hires and existing) successfully complete each phase of the program prior to Concentra certifying the individual to perform drug screen collections. Concentra’s intention is to maintain high standards and quality throughout the collection process. To that end, although DOT regulations require refresher training to occur within five years, Concentra requires refresher training for all collectors every 2.5 years. If the collector does not complete refresher training within the designated timeframe, we do not allow him/her to perform DOT collections.

We summarize each phase of our Collector Certification Program in the following table.

Phase One: Study Guide and Quiz
Intranet study guide and quiz (required prior to attending Phase Two) Phase Two: Classroom Instruction
▪ Interactive instruction
▪ Hands-on collection training
▪ Written examination (85 percent pass rate required
for certification)
▪ Completion of Collector Acknowledgement Form
Phase Three: Proficiency Examination
▪ Five consecutive, error-free mock
collections
▪ Two uneventful collection scenarios
▪ One “insufficient quantity of urine” scenario
▪ One “temperature out-of-range” scenario
▪ One scenario in which the donor refuses to sign the CCF and initial the specimen bottle’s tamper-evident seal

Collection Area Security and Measures to Ensure Valid Samples Concentra takes measures to secure the collection area, prevent unauthorized access, and ensure the collection of valid specimen samples. Examples of these measures include, but are not limited to, the following:

• We confirm the donor’s identity twice (by front desk personnel, then by the collector) • Once in the designated area, the collector is limited to conducting one collection at a time to avoid possible distractions that could compromise security and the integrity of the sample • As required, we perform observed collections in accordance with all state and federal regulations • Items in the collection area (i.e., trash receptacles, paper towel holders, under-sink areas, etc.) are secure to avoid the concealment of contaminants
• Concentra facilities are equipped with a private, single-toilet room • Water sources are unavailable to donors to avoid specimen dilution • Water in the toilet is blue, and there is no access to soap, disinfectants, cleaning ag ents, or other possible adulterants
City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Page 14 • Prior to the collection, the collection site is inspected to ensure no foreign or unauthorized substances are present
Collection Process
Concentra uses the DOT-required split specimen collection method, when possible. DOT collection specimens are tested for substances outlined in the most recent regulations. The certified collector and appropriate laboratory adhere to the following guidelines:

• Collect a minimum of 45 milliliters (ml.) of urine
• Divide the specimen into two bottles, 30 ml. in one and 15 ml. into a second bottle • Seals the specimen appropriately
• Transport each specimen to the laboratory within 24 hours • Once received, the lab analyzes the primary 30 ml. bottle while the second bottle is held pending a request from the employee for a second test in the event of a verified positive of the primary test result

Observed Collections
We acknowledge that in certain instances, direct observation may be required, and Concentra can meet this requirement.

Chain of Custody
When collecting urine specimens, Concentra adheres to all SAMHSA policies and procedures to ensure appropriate chain of custody to document the integrity and security of the specimen from the time of collection until receipt by the laboratory. For DOT collections, we use the federal chain of custody and control form (CCF); for non -regulated drug screens, we use the non-federal CCF.

Specific to DOT testing, Concentra completes the federal CCF in accordance with SAMHSA guidelines, as we outline below:

• Collector check the donor’s driver’s license or state identification card to verify identity • Collector ensures that the name and address of the drug testing laboratory appears on the top of the CCF and that the specimen ID number on the top of the CCF matches the specimen ID number on the labels/seals • Collector provides the required information in step 1 on the CCF and provides a remark in step 2 if the donor refuses to provide his/her Social Security or employee ID number • Collector gives a collection container to the donor to provide specimen • After the donor gives the specimen to the collector, the collector checks the temperature of the specimen within four minutes, marks the appropriate temperature box in step 2 on the CCF, and provides a remark if the temperature is outside the acceptable range
• Collector checks the split or single specimen collection box:
 If no specimen is collected, the collector checks that box, provides a rem ark, discards Copy 1, and distributes the remaining copies as required
 If it is an observed collection, the collector checks that box and provides a remark • Donor watches as the collector pours the specimen from the collection container into the specimen b ottle(s), places the cap(s) on the specimen bottle(s), and affixes the label(s)/seal(s) on the specimen bottle(s) • After affixing the labels/seals, the collector dates the specimen bottle label(s) • Donor initials affixed and dated specimen bottle label(s) • Collector turns to Copy 2 (MRO Copy) and instructs the donor to (1) read the certification statement in step 5 and (2) sign, print name, date, provide phone numbers, and date of birth; if the donor refuses to sign the certification statement, the collector provides a remark in step 2 on Copy 1 • Collector completes step 4 (i.e., provides signature, printed name, date, time of collection, and name of delivery service), immediately places the sealed specimen bottle(s) and Copy 1 of the CCF in a leak -proof plastic bag, releases specimen package to the delivery service, and distributes the other copies as required City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Page 15 Laboratory Urine Drug Screening
Initial Screening Test
A high-sensitivity enzyme immunoassay (EIA) screens for the presence of commonly abused drugs. At this stage, test results equal to or greater than a calibrated immunoassay cutoff concentration identify presumptively positive specimens. Each batch contains both negative and positive quality control samples along with one blind quality control sample that is inserted into the batch in a random position.

Confirmation Test
For specimens that do not screen negative initially, confirmatory drug testing is performed by gas chromatography/mass spectrometry (GC/MS), liquid chromatography/mass spectr ometry (LC/MS), or any other technique recognized by the U.S. Department of Health and Human Services (DHHS) and Substance Abuse and Mental Health Services Administration (SAMHSA).

The concentration of drug or drug metabolite in each donor specimen is determined by comparison of the response of the specimen to the response of calibrators of known concentration. As with the screening test, each batch contains both negative and positive quality control samples along with one blind quality control sample tha t is inserted into the batch in a random position. If required, confirmation testing for specimen validity is performed by the same or, if available, a second definitive method that can be utilized to identify specimens as adulterated, substituted, or invalid. Each confirmation test is performed on a second aliquot that is obtained from the original specimen container and all confirmation batches contain appropriate quality control samples to verify the performance of the procedure.

• If a donor specimen has a concentration of drug that is less than the employer-specific cutoff, the specimen is determined to be negative for the confirmation test.
• If a donor specimen has a concentration of drug that is greater than or equal to the employer-specific cutoff, the specimen is determined to be positive for the specific test.

Laboratory positives are transmitted to the Medical Review Officer (MRO.) The MRO gathers all test data, interviews the donor, and confirms the result as positive or negative. The result is posted only after MRO verification.

Medical Review Officer (MRO) Services
When the laboratory confirms a non-negative result, Concentra enlists a Medical Review Officer (MRO) through our preferred vendor for review of the result. An MRO assistant ensures the MRO copy and the laboratory copy of the chain of custody and control form (CCF) are transmitted timely, as the MRO does not initiate a donor interview until receiving the MRO copy of the CCF and does not transmit verified results until receiving the lab oratory copy. If the MRO is unable to obtain either copy, the MRO reports a “canceled” test.

The MRO makes three or more attempts in a three-day period to reach the donor (barring unforeseen circumstances, such as donor’s phone disconnected). The MRO interviews the donor to determine if there is a legitimate medical explanation for the non-negative result. The MRO can ask medically related questions (which the donor’s employer cannot ask under the Americans with Disabilities Act) to validate or invalidate a non-negative laboratory result.

The MRO’s standard responsibilities include:
• Conform to DOT Regulation 49 CFR Part 40 in the performance of all services and data transmissions for DOT and non-DOT drug tests
• rovide an MRO assistant to review all test results and CC s under the MRO’s direct supervision • Receive appropriate copies of the CCF within 24 hours of the collection; if collection sites do not adhere to this requirement, Concentra provides appropriate follow up and training • Store MRO records within regulatory requirements and best practices to maintain confidentiality • Facilitate blind sampling for all laboratories, per DOT regulations • Adhere to federal guidelines when coordinating the collection site process • Transmit results via a secured network; SAMHSA-certified laboratories produce an export file from their information management system and send it across their internal network in an encrypted file, restricting access City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Page 16 Tuberculosis Test [CLINICS/ONSITES]
Screening for tuberculosis (TB) includes a symptom screen, as well as either a Tuberculin Skin Test (TST) or a blood test. A chest X-ray is also used as part of the screening process if the symptom screen is positive or a TST or blood test is positive. Chest X-rays alone are not used to screen for TB as they cannot diagnose latent TB infection.

While an employer may choose between the TST or blood test as part of their TB screening process, Concentra clinicians will recommend the appropriate test type when specific factors or guidelines apply for a particular situation or individual.
• Tuberculin Skin Test (TST): This skin test requires that the employee return in 48 -72 hours after its administration to have it read. Two-step skin testing (two TSTs separated by at least one week) is recommended for the initial skin testing of adults who will be retested periodically, such as health care workers or nursing home residents.
• T-Spot (Blood Test): This blood test is preferred for persons who have received the Bacille Calmette-Guérin (BCG) vaccine or employees who may have difficulty returning to have a TST read. The T -Spot requires only a single visit (no 2-step testing), even for those who will be retested periodically. The T-spot may take three to seven days to obtain results.

Technology
Altera TouchWorks® Electronic Health Record (EMR) enables our clinicians to access patient records from any Concentra medical center, onsite clinic, Concentra Telemed, or Concentra TeleRehab site in the country. Our EMR integrates with practice management systems and supports continuity of patient care and an exceptional customer experience. TouchWorks provides:

Computerized order entry and management with electronic integration with laboratory and X -ray vendors Supports both onsite dispensing and pharmacy e-prescribing Customized clinical documentation templates to support clinical operations Best practice, evidence based, diagnosis specific care guides Integrated tasking and communication function

TouchWorks supports all clinical operations, improves clinical quality, and streamlines the information exchange process to afford our clinicians the ability to quickly and accurately communicate information to the City and your employees. The system also provides data-driven insights, allowing us to apply population management principles for measurable trend management. Our ability to capture member data in real time from multiple sources helps us learn the health and social behavior patterns unique to each individual and the City’s population in the aggregate.

Concentra HUB
Concentra HUB is an online self-service tool for the City to conveniently access and manage account information, authorize treatment, and obtain test results and reporting.

Online account management
• Access to make edits to your company and location addresses and contacts • View capabilities of all service packages, components, and payors, third-party administrators, and medical review officers (MROs)
• Access non-injury invoices and payment status online with option to pay online Timely delivery of your employees' non-injury and injury visit results including work restrictions • Customizable result delivery
• Email notifications for visit results
• Search and export functionality
• Scheduled visit information for injury care cases
Ability to create, manage, and review employee authorizations online • Electronic creation and transmission of authorization to medical centers (no need for employee to bring form) • Option to email authorization to employee is available but not required • Option to send online registration link using SMS text or email to employee for faster registration at center City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Page 17 • Authorize up to 20 employees for same services at once • Search, edit, revoke, and copy authorization functions Security features to protect your information
• Access control
• Database monitoring
• Malware and virus protection
• Intrusion detection and prevention

Standard Reporting
With Concentra HUB, employers can designate access for different report types, as desired. Our system creates the relevant reports for each employee seen at Concentra based on the services performed and makes them available to the City via the Concentra HUB. If desired, the City could each contact to receive summary email notifications of results delivered.

Sample Reports and Communications
Non-Injury Status
Report
• Generated after each non-injury visit
• Includes the employee's name and demographics, date seen, time checked in and out of the center, results, and remarks
Patient Referral • Generated when a referral to a specialist takes place • Includes basic demographics, billing information, specialist information, and referrals details (i.e., type of referral, recommendations, priority, notes) Toxicology Result
Certificates
• Generated when a client is leveraging Concentra for specimen collection and is utilizing our selected lab and medical review officer (MRO) to process the toxicology screen.
• Includes employer and donor information, specimen summary, service performed, substances tested, specimen status history, the results, and MRO remarks in accordance with DOT Rule 49 CFR Part 40 Section 40.163.

Results Reporting
Physical Examinations
Concentra reports all medical information back to the employer’s designated representative within 4 hours of receiving relevant data. These reports provide recommendations based on the results, (e.g. cleared or not cleared for job placement and/or additional testing may be required). If the exam results require supplemental testing, Concentra would notify the City’s designated representative prior to performing any additional testing. Depending on the specific components tested for (i.e., blood or urine analysis), results may take up to five days to report.

Drug and Alcohol Testing
Concentra’s average turnaround time for a negative drug screen result is 4-48 hours upon receipt at the laboratory.

Turnaround time for a non-negative drug screen result, including Medical Review Office’s (MRO) review, varies for non-DOT and DOT tests, and may take 48 to 72 hours depending on the MRO verifications.

• For a non-DOT non-negative drug test, MRO review is at the employer’s discretion and results can take 48 to 72 hours once received at the lab.
• MRO review is required for all DOT non-negative drug tests. While we can report a non-negative result to the MRO within 48 hours, the average turnaround time for a non-negative DOT drug screen review by the MRO varies. Per DOT guidelines the donor has up to five days to contact the MRO before the MRO reports a result.

Breath alcohol test results are reported the same day that the specimen is obtained.

City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Page 18 Administrative and Support Services
Appointment Scheduling
Concentra would provide the City's employees with prompt service. Although our medical centers are primarily “first come, first serve,” Concentra can accommodate scheduled appointments if requested, with 4 hours’ advance notice. In addition, our medical centers implement Fast Track drug/alcohol testing services where employees experience a 30-minute-or-less wait time for drug specimen collection and/or breath alcohol testing.

Billing and Invoicing
Concentra’s Central Business Offices (CBO) maintain responsibility for all aspects of revenue billing and collection within their designated regions, including bill production, cash receipt, payment posting, and account receivable management services. We outline our standard billing process in the following table.

Service Type Billing/Invoicing Details
Non-Injury Care • Invoices generated weekly by market
• Includes a minimum of the following for each line item: patient name, date of service, employee’s department location (if provided), complete list of services performed • Term is net 30 days

Patient Confidentiality
Concentra takes the privacy, security, and protection of confidential and personal information very seriously and we have enterprise-wide strategies and industry leading technologies to maintain compliance with the HIPAA Privacy and Security Regulations.

Concentra’s Compliance Department incorporates all aspects of HI AA, information security, privacy, and compliance into our initial colleague training upon hire and annually thereafter. New privacy and security policies including high profile topics such as phishing, social engineering, and data handling procedures are communicated through corporate communications (e.g., Concentra intranet, internal newsletters, and face -to-face educational programs) on a quarterly basis. We have HIPAA policies in place to ensure ongoing compliance with the HIPAA Privacy and Security Regulations.

We also employ:

• A HIPAA-compliant Business Associate Agreement (BAA) with any third-party whose services and data provided are subject to the HIPAA regulations
• Concentra-owned, internal documentation systems on our servers, all of which are protected by firewalls and anti-virus technologies that are monitored daily
• A secured intranet for all internal documents and a secured virtual private network (VPN) fo r authorized remote access
• HIPAA policies and procedures that outline the required privacy and security requirements for handling, maintaining, and disposing of personal health information (PHI) • Contracted service with a bonded (HIPAA-compliant) vendor to manage the shredding and recycling of paper documents located internally in locked cabinets within our office space (as per the HIPAA guidelines). Our vendor provides an approved form of identification, picks up and removes all materials from our offices, and obtains required signatures from our bonded workers
• Password protected access to all sensitive client files and access only to those staff members with a need -to- know, who require the files to support direct client services • HIPAA compliance for all employees within new-hire and annual training • HIPAA regulations regarding proper consent prior to sharing individual PHI with any party, i.e., client (employer), insurance company, or other provider(s), as required

City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Page 19 Commitment to Service Excellence
Concentra’s customer service philosophy is focused on going above and beyond to deliver a superior patient experience. This philosophy is at the root of our core values and motivates Concentra team members in their ongoing pursuit of excellence.

Our medical center teams follow what we call “Orange Book” values. Concentra’s Orange Book is a little book that outlines our principles to ensure a quality patient experience by performing welcoming, respectful, and skillful service every day in every location.

The impact of this effort and our commitment to delivering a superior experience is evident in our patient and customer satisfaction scores even today.

City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

4. Contractor Personnel

1.1.4. Contractor Personnel - A list of personnel who will be involved in providing services to the City. The list must include name, qualifications, and experience.

Key Personnel
Concentra carefully considers each project and its unique goals when assigning an account management team. We take a collaborative approach that combines operational and clinical support to ensure quality of service. The people we select bring valuable, relevant experience to the program and provide ongoing support.

Initial Contact
Dominique McDermott, Director of Sales, would ensure Concentra colleagues understand your program requirements and would be available to answer your questions throughout the solicitation and initial phase of engagement.

Operational Oversight
Center Operations Director (COD), Monica, Cortez, would serve as the day-to-day contact for program operations. The COD regularly monitors procedures to ensure ongoing compliance with applicable regulations and program specifications. The COD:

• Serves as the liaison between Concentra and the City
• Oversees day-to-day medical center operations
• Ensures ongoing compliance with operational policies, procedures, and training programs within the center • Manages patient care issues
• Establishes a clear understanding of contract objectives • Collaborates with center, area, and regional leadership teams to ensure we effectively deliver the stipulated scope of work, monitors program outcomes, and maintains the City’s account

Medical Oversight
Center Medical Director (CMD), Dr.Gregory Their,would provide primary oversight for clinical practices, ensuring continuous compliance. The CMD ensures that medical interpretations and associated clearances comply with current medical standards and adhere to applicable regulations.

• Reviews medical history and performs medical physical examinations • Reviews medical evaluations conducted by other center clinicians • Understands all medical surveillance requirements of the Occupational Safety and Health Adminis tration (OSHA), the U.S. Department of Transportation (DOT), the National Fire Protection Association (NFPA), police officer standards, the Americans with Disabilities Act (ADA), the Family and Medical Leave Act (FMLA), and other regulated examinations
• Reports the results of the medical evaluation to the employee • Provides the recommendation as to whether the employee is medically certified to safely perform the essential job tasks
• Forwards copies of any abnormal results, along with instructions regarding pr imary care follow-up • Provides, or arranges for, a prescriptive rehabilitation and/or fitness program, when indicated, to aid in an employee’s recovery from illness or injury
• Reviews individual medical evaluations and aggregate data for evidence of occupational exposure(s) or clusters of occupational disease

Credentials
▪ 5 years with Concentra
▪ 5years of experience
▪ BA – Northern Arizona University
Credentials
▪ 8 years with Concentra
▪ 24 years of experience
▪ X-Ray Tech, Medical Assistant
Credentials
▪ 1 years with Concentra
▪ 22 years of experience
▪ MD – Uniformed Services
University of Health Sciences
City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Page 21 Physical Therapy and Functional Testing Oversight
Center Therapy Director (CTD), Carla Ianni, DPTwould provide oversight for the physical therapy and functional testing services rendered as part of the program. Using their expertise, the CTD delivers services that assess an employee’s functional abilities and expedite the return-to-work process.

• Conducts an initial evaluation on clinician referrals and develops appropriate treatment plans • Communicates with all clinicians and with the employer regarding an employee’s diagnoses, sets expectations for return-to-work
• Utilizes knowledge of best demonstrated practices to evaluate program effectiveness, and implements methods to improve processes and outcomes
• Ensures compliance with guidelines and regulations established by the Americans with Disabilities Act (ADA) and by the relevant licensing, certification, and accrediting bodies

Center Staff
Concentra employs experienced health care professionals to deliver services relevant to our offering. Center staff includes an appropriate combination of physicians, mid-levels, nurses, physical therapists, radiology technicians, and medical assistants.

Clinical Professionals
Concentra utilizes qualified and licensed clinical professionals to serve the occupational health needs of a client's workforce. Our clinical professionals undergo extensive annual training. They regularly monitor OSHA, DOT, NFPA, police officer standards, ADA, and other applicable federal and state regulations to ensure all associated services remain compliant.

Support Staff
Concentra employs qualified support personnel whom we train and fully certify to perform their associated tas ks.

Specifically, our center support staff includes drug specimen collectors certified to perform DOT collections, certified breath alcohol technicians, National Institute for Occupational Safety and Health (NIOSH) -certified pulmonary function testers, Council for Accreditation in Occupational Hearing Conservation (CAOHC)-certified personnel to perform audiometric testing, certified radiologic technologists, certified medical assistants, and certified phlebotomists.

Credentialing Practices
All Concentra clinicians undergo a stringent credentialing process. Once the Credentials Committee Chair/Medical Advisor clears the candidate for hire/credentialing, we follow National Committee for Quality Assurance (NCQA) guidelines for credentialing, which require primary source verification of licensure, education and training, board certifications, and any provider sanctions. In addition, we perform a System for Award Management (SAM) query to identify if a candidate is barred from contracting with the federal government and use secondary sources (copies of documentation) to verify Drug Enforcement Administration (DEA) and state-controlled substance certifications.

Finally, we check the National Practitioner Databank for malpractice history and the Office of Inspector General (OIG) for Medicare/Medicaid sanctions. We re-credential our clinicians every three years and, in the interim, we monitor clinicians’ licensures to ensure that they remain active.

All Concentra personnel, regardless of position, are required to have a background check consisting of a felony/misdemeanor check, Social Security validation and trace, national sex offender check (for staff rendering patient care), national criminal search, drug screen, and a check against the Office of Foreign Assets C ontrol list.

Credentials
▪ 9 years with Concentra
▪ 10 years of experience
▪ DPT – Northwestern University
City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

5. Attachments
In this section, Concentra includes the following information for the City’s review:

• Attachment A - Required Forms and Documents
• Attachment B - Key Employee Qualifications
• Attachment C - Legal and Risk
City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Attachment Attachment A
Required Forms and Documents

REFERENCES

PROPOSAL # HR-24-25-13
Occupational Health Services

City of Santa Clarita, California

The following are the names, addresses, and telephone numbers of three public agencies for which proposer has performed work of a similar scope and size within the past 3 years. If the instructions on this form conflict with the references requested in the scope of work, the scope of work shall govern. Complete this form out accordingly. Fill out this form completely and upload it with your proposal.

1. __________________________________________________________________________________ Name and Address of Owner / Agency

__________________________________________________________________________________ Name and Telephone Number of Person Familiar with Project

__________________________________________________________________________________ Contract Amount Type of Work Date Completed

2. __________________________________________________________________________________ Name and Address of Owner / Agency

__________________________________________________________________________________ Name and Telephone Number of Person Familiar with Project

__________________________________________________________________________________ Contract Amount Type of Work Date Completed

3. __________________________________________________________________________________ Name and Address of Owner / Agency

__________________________________________________________________________________ Name and Telephone Number of Person Familiar with Project

__________________________________________________________________________________ Contract Amount Type of Work Date Completed

ACKNOWLEDGEMENT & ACCEPTANCE OF SCOPE OF WORK
PROPOSAL # HR-24-25-13
Occupational Health Services
City of Santa Clarita, California
By providing the three (3) required signatures below, the Contractor acknowledges full understanding, complete agreement to, and accepts in its entirety, all Scope of Work for the Occupational Health Services.

The Contractor will be expected to perform maintenance practices and uphold the standards herein to the established Scope of Work throughout the length of the contract. *Supervisor’s Signature:___________________________________________Date:__________ *Estimator’s Signature:____________________________________________Date:__________ *Owner’s Signature:______________________________________________Date:__________ *All three signatures required
Dominique McDermott Director of Sales
Jennifer Gryn, Vice President, Sales
Kathy T. Le, MD, MPH President and Treasurer
Docusign Envelope ID: C60F3909-355A-4A22-BB6A-8D24BF5EA3AB 11/25/2024
11/25/2024
11/22/2024

CITY OF SANTA CLARITA DISCLOSURE STATEMENT
PROPOSAL # HR-24-25-13
Occupational Health Services
City of Santa Clarita, California
The following information must be disclosed:

1. List the names of all persons having a financial interest in the Request for Proposals.

2. If any person identified pursuant to No. 1 above is a corporation or partnership, list the names of all individuals owning more than ten percent of the shares in the corporation or owning any partnership interest in the partnership.

3. If any person identified pursuant to No. 1 above is a non-profit organization or a trust, list the names of any persons serving as a director of the non-profit organization or as a trustee or beneficiary or trustor of the trust.

4. Has the offeror had more than $250.00 worth of business transacted with any member of the City of Santa Clarita staff, boards, commissions, committees, and Council within the past twelve months? If yes, please indicate the person(s) with whom you have conducted business.

NOTE: Attach additional pages as necessary.
_________________________________
Signature of Offeror
_________________________________
Print or Type Name of Offeror
_________________________________
Date
Occupational Health Centers of California, a Medical Corporation, dba Concentra Medical Centers Kathy T. Le, MD at 100%
N/A
N/A
Kathy T. Le, MD, MPH
November 25, 2024
Docusign Envelope ID: C60F3909-355A-4A22-BB6A-8D24BF5EA3AB

NOTICE TO PROPOSERS REGARDING CONTRACTUAL REQUIREMENTS
PROPOSAL # HR-24-25-13
Occupational Health Services

City of Santa Clarita, California

1. SUMMARY OF CONTRACTUAL REQUIRMENTS
a. A contract is required for any service performed on behalf of the City of Santa Clarita (City).

b. By submitting a proposal, you have reviewed the sample contract documents contained within this request for proposals and agree to be bound by the requirements set forth.

c. Questions and requests for modification of these terms must be negotiated and approved prior to proposal submission and are at the full discretion of the City.

2. SUMMARY OF INDEMNITY AND INSURANCE REQUIREMENTS
a. These are the Indemnity and Insurance Requirements for Contractors providing services or supplies to City of Santa Clarita (City). By agreeing to perform the work or submitting a proposal, you verify that you comply with and agree to be bound by these requ irements. If any additional Contract documents are executed, the actual Indemnity language and Insurance Requirements may include additional provisions as deemed appropriate by City’s Purchasing Agent.

b. You should check with your Insurance advisors to veri fy compliance and determine if additional coverage or limits may be needed to adequately insure your obligations under this agreement. These are the minimum required and do not in any way represent or imply that such coverage is sufficient to adequately cover the Contractor’s liability under this agreement. The full coverage and limits afforded under Contractor’s policies of Insurance shall be available to Buyer and these Insurance Requirements shall not in any way act to reduce coverage that is broader or includes higher limits than those required.

The Insurance obligations under this agreement shall be: 1—all the Insurance coverage and limits carried by or available to the Contractor; or 2 —the minimum Insurance requirements shown in this agreement, whichever is greater. Any insurance proceeds in excess of the specified minimum limits and coverage required, which are applicable to a given loss, shall be available to City.

c. Contractor shall furnish the City with original Certificates of Insurance including all required amendatory endorsements and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. City reserves the right to require full -certified copies of all Insurance coverage and endorsements.

3. INDEMNIFICATION
a. To the fullest extent permitted by law, CONSULTANT shall defend (with legal counsel reasonably acceptable to CITY), indemnify and hold harmless CITY and its officers, agents, departments, officials, representatives and employees (collectively “Indemnitees”) from and against any and all claims, loss, cost, damage, injury (including, without limitation, economic harm, injury to or death of an employee of CONSULTANT or its subconsultants), expense and liability of every kind, nature and description that arise Docusign Envelope ID: C60F3909-355A-4A22-BB6A-8D24BF5EA3AB

from or relate to (including, without limitation, incidental and consequential damages, court costs, attorneys’ fees, litigation expenses and fees of expert consultants or expert witnesses incurred in connection therewith and costs of investigation) that arise from or relate to, directly or indirectly, in whole or in part, from: (1) CONSULTANT’s negligent performance of Services under this Agreement, or any part thereof;
(2) any negligent act or omission of CONSULTANT, any subconsultant, anyone directly or indirectly employed by them, or anyone that they control; (3) any actual or alleged infringement of the patent rights, copyright, trade secret, trade name, trademark, service mark or any other intellectual or proprietary right of any person or persons in consequence of the use by CITY, or any other Indemnitee, of articles or Services to be supplied in the performance of this Agreement; or (4) any breach of this Agreement (collectively “Liabilities”). Such obligations to defend, hold harmless and indemnify any Indemnitee shall not apply to the extent such Liabilities are caused by the sole negligence or willful misconduct of such Indemnitee, but shall apply to all other Lia bilities. The foregoing shall be subject to the limitations of California Civil Code section 2782.8 as to any design professional services performed by CONSULTANT and in particular the limitation on CONSULTANT’s duty to defend whereby such duty only arises for claims relating to the negligence, recklessness or willful misconduct of CONSULTANT as well as the limitation on the cost to defend whereby CONSULTANT will on ly bear such cost in proportion to CONSULTANT’s proportionate percentage of fault (except as otherwise provided in section 2782.8).

b. The foregoing indemnification provisions will not reduce or affect other rights or obligations which would otherwise exist in favor of the CITY and other Indemnitees.

c. CONSULTANT shall place in its subconsulting agreements and cause its subconsultants to agree to indemnities and insurance obligations in favor of CITY and other Indemnitees in the exact form and substance of those contained in this Agreement.

4. INSURANCE
a. Before commencing performance under this Agreement, and at all other times this Agreement is effective, CONSULTANT will procure and maintain the following types of insurance with coverage limits complying, at a minimum, with the limits set forth below:

Type of Insurance Limits
Commercial general liability: $1,000,000
Professional medical malpractice liability $1,000,000
Business automobile liability $1,000,000
Workers compensation Statutory requirement

b. Commercial general liability insurance will meet or exceed the requirements of ISO -CGL Form No. CG 00 01 11 85 or 88. The amount of insurance set forth above will be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Automobile coverage will be written on ISO Business Auto Coverage Form CA 00 01 06 92, including symbol 1 (Any Auto). Liability policies will be endorsed to name CITY, its officials, and employees as “additional insureds” un der said insurance coverage , except on the Workers ’ Compensation and Professional Medical Malpractice Liability policies, and to state that such insurance will be deemed “primary” such that any other insurance that may be carried by CITY will be excess thereto. Such endorsement must be reflected on ISO Form No. CG 20 10 11 85 or 88, or equivalent. Such insurance will be on an “occurrence,” not a “claims Formatted: Right: 0.08", Space Before: 2.85 pt
Docusign Envelope ID: C60F3909-355A-4A22-BB6A-8D24BF5EA3AB made,” basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to CITY.
c. Professional medical malpractice liability coverage will be on an “occurrence basis” if such coverage is available, or on a “claims made” basis if not available. When coverage is provided on a “claims made basis,” CONSULTANT will continue to renew the insurance for a period of at least three (3) years after this Agreement expires or is te rminated. Such insurance will have the same coverage and limits as the policy that was in effect during the term of this Agreement, and will cover CONSULTANT for all claims made by CITY arising out of any errors or omissionsmedical malpractice of CONSULTANT, or its officers, employees or agents during the time this Agreement was in effect. d. CONSULTANT will furnish to CITY duly authenticated Certificates of Insurance evidencing maintenance of the insurance required under this Agreement, including endorsements, and such other evidence of insurance or copies of policies as may be reasonably required by CITY from time to time. Insurance must be placed with California-admitted insurers with (other than workers compensation) a current A.M. Best Company Rating of at least “A:VII.”
e. Waiver of Subrogation: The insurer(s) agree to waive all rights of subrogation against CITY, its elected or appointed officers, officials, agents, volunteers and employees for losses paid under the terms of the workers compensation policy which arise from work performed by CONSULTANT for CITY. f. Should CONSULTANT, for any reason, fail to obtain and maintain the insurance required by this Agreement, CITY may obtain such coverage at CONSULTANT’s expense and deduct the cost of such insurance from payments due t o CONSULTANT under this Agreement or terminate pursuant to TERMINATION section. In the alternative, should CONSULTANT fail to meet any of the insurance requirements under this Agreement, City may terminate this Agreement immediately with no penalty. g. Should CONSULTANT’S insurance required by this Agreement be cancelled at any point prior to expiration of the policy, CONSULTANT must notify City within 24 hours of receipt of notice of cancellation.

Furthermore, CONSULTANT must obtain replacement coverage that meets all contractual requirements within 10 days of the prior insurer’s issuance of notice of cancellation. CONSULTANT must ensure that there is no lapse in coverage.
h. The CITY shall be entitled to any coverage in excess of the minimums required herein.

I have read and understand the above requirements and agree to be bound by them for any work performed for the City.

Authorized Signature: Date:

Printed Name: Kathy T. Le, MD, MPH, President and Treasurer November 25, 2024
Docusign Envelope ID: C60F3909-355A-4A22-BB6A-8D24BF5EA3AB

City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Attachment Attachment B
Key Employee Qualifications

Monica Cortez
∙ Santa Clarita, CA ∙ Cell: 818-400-8372 ∙ [email protected]

Summary of Qualifications
Dedicated Operations Manager with 25+ years’ experience in the healthcare industry. A goal driven leader who excels at using proven methods and cutting-edge technology to successfully cut costs, streamline operations and increase productivity. Diplomatic leader and analytical thinker with an unsurpassed work ethic, who can inspire and cultivate productive working relationships with internal and external stakeholders from maximum operational efficiency.

WORK EXPERIENCE

Concentra Urgent Care, Valencia, CA
Center Operations Director, October 2020-Present
• Plan and preparing the work schedule and assigns colleagues to their specific duties • Developing and maintaining, procedures and training processes to ensure less errors • Hiring, training of system processes such as, Suspense, re-key, and Urgent Care’s • Build an environment of team building, integrity, patient/colleague safety, quality care, continuous improvement, reward, and recognition at the center level • Monitor and drives key business and clinical metrics
• The Forefront of providing an excellent customer experience and delivering an optimal quality of health care services for the community
• Preparation and review of operational reports and schedules to ensure accuracy and efficiency • Maintains and establishes relationships with employers, payers, referral sources, networks, local communities, etc.
• Complete all monthly reports; suspense, C4 call, ACC report, Pearl, missing transcripts, and clinic unbilled. • Facilitates productivity and customer service for all patients and employers via email or phone • Oversee the process of the front office, back office, checking-in/checking out patients and facilitating the board • Mentors and coaches their team regarding business metrics, patient/client happiness, process, and procedure, etc.
• Ensuring staffing optimization and holds staff accountable to impact workflow and patient experience for all disciplines and sites
• Works with clinicians in assessing center processes, work flows and staffing to continuously improve the patient experience
• Develop colleague success through all aspects of the talent life cycle including recruiting, hiring, onboarding, orientation, mentoring / development, engagement, retention, performance management and succession planning

Concentra Urgent Care, Valencia, CA
Referral Supervisor - Centralized February 2017- 2020
• Oversees the processing of requests for authorization utilizing e-referral and e-task applications • Manages e-referral application to ensure status of all referrals. • Manages pending referrals to expedite approval, UR, denials in accordance with the state and company guidelines.
• Supervises the scheduling for of appointments for patients upon receipt/confirmation of authorization from referral source. Ensures provider and referral entries are approved provides per state provider/facility panels. • Manages the notification for patients of all appointments, coordinates with center staff to ensure all required information is coordinated with patient, provider & clinic and resident is system whenever possible. • Interfaces with the clinic and specialists’ offices as necessary to coordinate surgery appointments and the address other issues, as necessary.
• Escalates pertinent issues to management to ensure timely referral approvals and scheduling of patients in accordance with the company polices.
• Ensure adherence to company policies and procedures, including confidentiality, privacy and HIPPA. • Oversee that centralized referrals coordinators teams meets or exceeds timelines for work assignments and inform supervisor of work status and progress.
• Maintain high level of professionalism and customer service in all interactions with all related parties. • Completes other tasks as requested & assigned by Specialty Referrals Manager. • Knowledge and use of all system(s)- Payroll, ADP, Kronos, Allscripts, Occusource, RightFax, Site Index, and Citrix.

Enhanced Precision Care, Covina, CA
Operations/Office Manager, November 2015- February 2017 • Oversees Billing /Collections department to ensure proper coding, completion of corrections, filing of liens timely within required deadlines effectively and efficiently. • Corresponding with insurance carriers, patient's attorney, vendors, and all third-party personnel to ensure excellent patient care and customer service.
• Performs Case Management of all patients charts and Reports • HR Relations: Provide HR related duties for the Front Office, which includes, but not limited to:

Recruit, Train, orienting, coaching, evaluating, counseling, supervise, and manage all Office personnel (including Assistant Manager) in their safe, effective, and efficient performance in a teamwork setting; Arrange all staff scheduling and duties, ensure on-going training for all personnel alongside the Assistant Office Manager, and perform regular performance evaluations for all the staff. • Manages internal recruitment processes from an operations perspective, to include collaboration with Human
• Resources in the development of recruitment and sourcing strategies, screening of candidates. interviewing; coordinating interviews with operations managers, physicians, and other appropriate staff; confirming selections, completing pre-employment paperwork, and coordinating new hire processes with Human Resources.
• Monitor Payroll / pay increases of employees. Oversees staffing operations with management team to ensure appropriate daily coverage in offices in the event of unscheduled callouts from staff. • Knowledge of SB863 and 581160 for Worker's Compensation / Implement MTUS Guides • Manage closely monitoring and maximizing doctors' schedules to ensure they are at optimal capacity.

Strive to work seamlessly with doctors, practitioners effectively and efficiently to provide excellent teamwork.
• Provide motivation skills to all employees of building strong team work efficiently and effectively through multitasking and excellent organizational skills. • Provide excellent patient services in all phases of clinical administrative duties, including but not limited to check-in, check-out, insurance matters, appointment setting, shipments, inquires, offsite patient services, other patient concerns, handle patients' complaints and resolve conflicts in a timely manner. Assist in maximizing and promoting products and services. • Manage all front desk procedures and operations to ensure highest level of customer service to patients. Assist with Facility Management to include, but not limited to: Ensure cleanliness and professional image in our reception area, clinical areas and rooms, quick and proper repairs and maintenance of the facility and all working counters, spaces, and IT devices. Work with the building management to ensure cleanliness and safety of bathroom, and all common areas. • Develops, reviews, and revises standard operating policies and procedures in collaboration with senior management.

Advanced Care Specialist, Los Angeles, CA
Traveling Office Manager August 2014-November 2015
• Development and training of staff of all operational procedures. Coordinates and/or conducts staff orientation, training, computer access, and compliance with all employment requirements. • Provides education to staff to ensure staff's awareness and compliance with applicable laws and regulations, and to improve the quality of care to patients. • Implementing of new procedures and time management for the office to be effective with all workers compensation and HIPPA laws
• Examining workflow of each individual clinic and revising all job duties of employees • Redistributing responsibilities and providing guidance and opportunity for professional development • Implementing higher level of organization professionalism and efficiency to the office • Assumes administrative responsibility over individual facilities in the absence of operations managers as requested,
• Manages operational and special projects within scope of responsibility. • Assists in reviewing, drafting, and negotiating various contracts. • Serves as a resource to operations managers for day-to-day personnel issues and other administrative problems requiring senior management review, input, and advice. • Consults, plans, organizes, and directs administrative (front office), clinical (back office), and health information daily operations of the medical practice(s) as required. Coordinates operations as needed between different facilities (e.g., staffing) to ensure excellent quality patient care and customer service. Delegate emails to ensure all logs have been updated and completed for annual audits as needed.

Mark Greenspan M.D. Orthopedic Surgeon, Inc. Los Angeles, CA Office Manager July 2000-April 2014
• Plans, organizes, and directs administrative (front office), clinical (back office), and health information daily operations of the medical practice(s) as required. Coordinates operations as needed (e.g., staffing).
• Maintained budgets, payroll, invoicing and merchandising • Oversees staffing operations with management team to ensure appropriate daily coverage in offices in the event of unscheduled callouts from staff.
• Directly supervises the medical clinic. Responsible for recruiting, orienting, training, coaching, evaluating, counseling, and exiting direct reports.
• Attended seminars to enhance and educate employees
• Continuous training staff of new laws and procedures per Division of Workers Compensation. • Coordinates and/or conducts staff orientation, training, computer access, and compliance of all protocols and procedures with the required operations and procedures. • Develops, reviews, and revises standard operating policies and procedures in collaboration with senior management.
• Coordinates all necessary paperwork and personnel actions with Human Resources. Includes processing of initial requests for recruitment, confirmation of new hire selection, and subsequent personnel action forms.
• Manages internal recruitment processes from an operations perspective, to include collaboration with Human Resources in the development of recruitment and sourcing strategies, screening of candidates. interviewing; coordinating interviews with operations managers, physicians, and other appropriate staff; confirming selections, completing pre-employment paperwork, and coordinating new hire processes with Human Resources.
• Provides direction and support to administrative assistant in the integration of new practices and physicians to the medical group; ensures that all aspects of practice set-up are appropriately planned for and executed.

SKILLS, QUALIFICATIONS, AND CERTIFICATIONS

Systems: EMR: Allscripts, BCS Occusource, Payroll, ADP, Kronos, Allscripts, RightFax, Site Index, Citrix, Epic, Prime Clinical as well as operate J-tech Medical functional testing Equipment

Skills: Leadership, Managing, Operating High Volume Clinics, Workers Compensation Claims Procedure/Policies/Regulations, Occupational Health, Client/Vendor Relations, Process improvement/Procedure Development

Certifications: X-Ray Technician, Medical Assistant, Breath Alcohol Technician, EMT Professional Affiliations: Member of the Board of Directors of UEI College, Member of Baldwin Park High School ROP Program, Member of C.C.W.C/ Attendee of DMW Conventions GREGORY T. THIER, MD. FAAFP
13216 Haxton Pl. ▪ San Diego, CA 92130 ▪ 843-540-3114 ▪ [email protected] https://www.linkedin.com/in/gregory-thier-servant-leader ____________________________________________________________________________________

PROFILE
Executive-level medical professional with 30+ years of applied experience in exceedingly prestigious positions including Chief Medical Officer, Chief Executive Officer, Chief Operating Officer, Policy and Practice Officer, and Family Medicine Practitioner. Recognized ability to establish and lead cohesive teams in care model innovation to achieve optimal clinical outcomes. Extensive program management skills and adept in budget management and resource allocation resulting in cost savings and increased profi tability.

Established and respected leader committed to providing professional development opportunities through innovative and strategic alliances and applied practice.

PROFESSIONAL EXPERIENCE
Concentra, Los Angeles, CA 2023 - Present Director of Medical Operations, North LA Market
Functioning as Supervisor to 16 centers in busy, dynamic occupational health market overseeing the day to day medical care of America’s workforce.
▪ Build clinical teams focused on service delivery and driving key metrics, clinician support and growing core business.
▪ Responsible for the implementation of strategy and maintaining internal and external relationships across the market.
▪ Ensures superb patient care, satisfaction, and employer experience. ▪ Accountable for clinical management of all centers within area of responsibility.

UNITED STATES NAVY, San Diego, CA 2020 - 2023 Chief Medical Officer (Force Surgeon) - Commander, Naval Surface Forces Pacific Serve as Medical Advisor for a three-star Admiral ensuring the ability to execute mission of operating , training, maintaining, readiness, logistics, support, safety , and administration of 92 US Navy warships located throughout the waters and islands of the Pacific Ocean. ▪ Develop, expand, and oversee fleet medical departments comprised of 995 medical staff in the execution of medical policy and healthcare delivery to 40K military personnel. ▪ Oversee numerous programs and utilize/leverage statistical analysis to monitor overall program effectiveness, develop and execute strategy to achieve operational goals and objectives/benchmarks, direct education and team building where appropriate, and ensure overall health of the Fleet. ▪ Serve as Privileging Authority; determine privileging action of Physicians, Nurses, and providers based on credentials and performance.

Notable Accomplishments
- Restructured Fleet Surgical Team program to reflect a more versatile/agile solution to better meet the needs of the U.S. Navy, and Marine Corps.
- Aligned with UC Irvine to provide expanded professional development and training opportunities for Surgical Teams maintaining required training and certifications to ensure optimal operational readiness and trauma and casualty care of wounded service members. - Established the ability of mid-level providers to work within the UCSD Trauma Department to apply clinical knowledge and training within the field.
- Focused efforts to overcome COVID-19 pandemic challenges through optimized population health management efforts while maintaining the positive health status of beneficiaries.

UNITED STATES NAVY, North Chicago, IL 2018 - 2020 Chief Executive Officer (CEO) - Captain James. A. Lovell Federal Health Care Center Led, managed, and provided administrative and operational oversight to 3,200 Navy active duty, DOD, and Veteran’s Affair civilian personnel at the nation's only fully integrated D OD/VA health care facility.

Maintained accountability by higher authority to the highest standards of personal and professional conduct for 900 Sailors while ensuring operational medical readiness for Navy's only enlisted accessioning station. ▪ Managed, allocated, and executed an annual budget of $453M ensuring appropriate utilization to enhance quality outcomes, utilization management, and cost containment. ▪ Upheld responsibility in the achievement of clinical quality and patient experience goals ensuring the provision of high-quality healthcare to 165K beneficiaries.

Notable Accomplishments
- Oversaw the final development of a Corpsman Trauma Training Program partnership between the Hospital, higher headquarters, and Stroger Cook County Hospital ensuring high quality, timely, effective, and salient combat trauma skills were taught to Navy Medics. - Utilizing Process Improvement skills, restructured Board of Directors to be more efficient and cognizant of integrated facility parties to ensure equity for both organizations. - Oversaw a multidisciplinary team for a $23M pilot project for logistical supply system that provided the framework for VA locations throughout the country. Pilot project reflected a 12% cost savings and 500% increase in product availability.
- Developed innovative ways to ensure recruit health during a global pandemic. Stood up Incident Command System to track and trend issues, increased bed capacity by 100% including additional negative pressure rooms, and created a innovative screening location outside of the clinics.

UNITED STATES NAVY, Naval Air Station Lemoore, CA 2016 - 2018 Chief Operating Officer (COO) Naval Health Clinic Lemoore Led 520 military and civilian personnel across geographically diverse and remote areas, whi le ensuring high-quality healthcare for 32K beneficiaries. Served as CEO in their absence. ▪ Oversaw patient care, drills, exercises, personnel organization, and facilities inspections. ▪ Provided direct administrative oversight of organizations’ Board of Directors through direction, guidance, mentoring, and team development.
▪ Directed the administration of recognition programs, patient satisfaction surveys, HEDIS Metrics and Joint Commission Programs.
▪ Expertly managed physician/staff relations and determined resolutions to identified challenges/conflicts.

Notable Accomplishments
- Reestablished a $1.8M Urgent Care Clinic four months ahead of schedule through expert efficient operations and project management. Secured funding from Headquarters funding source with an estimated government savings of $3.5M and notable increased satisfaction ratings.

UNITED STATES NAVY, Falls Church, VA 2014 - 2016 Policy and Practice Officer - Navy Medical Corps Chief Office / BUMED Directed, designed, developed, and evaluated Medical Corps policy initiatives that supported continuous alignment with headquarters’ strategic goals.
▪ Researched and revised policies related to professional practice based upon relevant statutes and regulations on community, regional, and national levels. ▪ Served on risk management Case Review Panels ensuring timely input for the Navy Surgeon General.

SKILLS & EXPERTISE
Healthcare Management. Patient Care. Leadership & Collaboration Hospitals. Change Management. Stakeholder Engagement Program Management. Budgeting & Cost Control. Policy & Procedures Training/Mentoring. Regulations & Compliance. Patient Care

OTHER PREVIOUS POSITIONS
Director of Medical Services – Naval Hospital Beaufort (2009-2014) Director of Public Health - NAVAL HOSPITAL ROTA (2006-2009) Senior Medical Officer / Department Head - Naval Branch Health Clinic (2003-2006) Department Head, Family Practice Clinic - Naval Hospital Guam (2002-2003)

LICENSES
Board Certified in Family Medicine
Fellow, American Academy of Family Physicians
Medical Licensure in the states of California and Louisiana

EDUCATION
UNIFORMED SERVICES UNIVERSITY OF THE HEALTH SCIENCES, Bethesda, MD - Medical Doctorate

UNIVERSITY OF GEORGIA, Athens, GA - Bachelor of Science (Magna Cum Laude) Carla M. Ianni (Lopez) PT, DPT
[email protected]
(310) 730-9055

PROFESSIONAL EXPERIENCE

Concentra Phoenix, AZ
Sr. Director of Clinical Services January 2024-Present

o Oversee Therapy Services, Pharmacy service lines, and Specialty services in Arizona and North Los Angeles markets for 26 centers and over 70+ colleagues
o Work closely with Regional Vice President in delivery of best patient outcomes and region success, execution and management of projects aligning with company goals at a regional and national level, and delivery of market adherence to SOPs and new company initiatives
o Analyze key performance metrics, financial budgets, and monthly financial performance to implement real time action for market success and best patient experience and outcomes o Review and synthesize reports regularly to identify opportunities for improvement in performance and patient care delivery, and develop strategic long-term planning for market growth and improvement o Partner regularly with Sales teams to create enduring and Best-In-Class client partnerships o Deliver regular mentorship on emotional intelligence, leadership, and business acumen to Directors of Clinical Services, Associate Directors of Clinical Services, and Center Therapy Directors (CTD) for market and regional success, flourishing client partnerships, and optimal patient outcomes o Collaborate daily with the Operations, Medical, and Specialist North LA and Arizona Director Leadership teams (DLT) for patient and market success
o Ensure strategic center operating expenses for clinical services align with the annual budget and available resources

Los Angeles, CA
Director of Clinical Services January 2021 – Present

o Successfully managed and oversaw the North and partial South Los Angeles markets totaling 15 centers o Exceeded budgeted market KPIs including EBITDA, PTPI, and therapy efficiency o Collaborated daily with North and South LA DLTs to execute Best-in Class market strategies for high-level patient outcomes, patient experiences, and client satisfaction
o Partnered with DLTs for center business and leadership development, optimal fulfillment of key center roles, and market focus on company values and mission
o Developed CTD leadership and strategic impact through (1) monthly 1-on-1 calls reviewing leadership best practices and business acumen, (2) monthly CTD team call to review effective execution of thoughtful action plans, and (3) regular involvement in Center Leadership Team meetings to provide direct support across disciplines o Drove increased CTD data analysis through monthly review and guidance of evaluation of Concentra reports, business growth opportunities, and appropriate action plans o Regularly involved in, and occasionally led, client meetings for stewardship and resolution of client matters o Led the development of the national Director of Clinical Services Pharmacy guide including the initiation of a bi- weekly Pharmacy strategy calls that were replicated across the country o Held key role in the creation of the 2021 Specialist resource guidance providing vital information to the field regarding Specialist onboarding and key steps for successful CAS integration into our centers

Kansas City, MO
Center Therapy Director June 2015 – October 2020

o Provided specialized treatment for patients following Concentra values, mission, and our early intervention model o Oversaw and implemented solutions for high-level patient satisfaction, employer satisfaction, and optimal KPI outcomes for the Kansas City Crossroads location
o Frequently participated in client tours and meetings to discuss Concentra’s Best-in-Class injury management structure, client quarterly data, the benefits of our early intervention model, and identified areas of opportunity to maintain a thriving client partnership
o Provided monthly reports and analysis to leadership, reviewing outcomes, opportunities, and action plans for key metrics
o Participated in the Physical Therapy Student Program directly mentoring Physical Therapy students with a focus in evidence-based practice patterns, leadership development, and Concentra’s values and model o Served as the ADApt program Lead for the Kansas City Market, successfully growing the program to 50+ HPEs updated, developed, and converted annually
Carla M. Ianni (Lopez) PT, DPT
[email protected]
(310) 730-9055

EDUCATION

Northwestern University Chicago, IL
Doctor of Physical Therapy April 2015

Illinois College Jacksonville, IL
Bachelor of Science: Major in Biology, Minor in Psychology May 2012

CERTIFICATES AND SKILLS

o Proficient public speaker
o Certificate in Healthcare Management, Cornell University, 2022 o Certified Orthopedic Manual Therapist, Manual Therapy Institute, 2018 o Concentra: Occupational Health University 200 Graduate, 2020 o Concentra: ADApt Certification, 2019
o Native Spanish speaker

City of Santa Clarita ♦ HR-24-25-13
Occupational Health Services

November 25, 2024 © 2024 Concentra Operating Corporation. All rights reserved. Attachment Attachment C
Legal and Risk

Our Legal and Risk Departments reviewed the terms, conditions, and insurance requirements and made minor modifications to the language. We include these suggested revisions on the following pages. If Concentra is the successful bidder, we desire to engage in open dialogue with the City, review the proposed modifications, and ultimately create an agreement that not only outlines the schedule of services, but also protects the busines s interests of both the City and Concentra.

EXCEPTIONS TO THE CITY OF SANTA CLARITA RFP # HR-24-25-13 FOR

OCCUPATIONAL HEALTH SERVICES

1) Section A(12) Renewal and Pricing Adjustment

Section A(12): The Consultant requests to amend the following:

Contracts entered into pursuant to this RFP may be renewed annually, up to three times, in accordance with the terms of the contract. If not otherwise stated, the contract may be renewed if the new pricing of the contract does not change more than the Consumer Price Index - All Urban Consumers (not seasonally adjusted), Los Angeles Area-Riverside-Orange county area and prevailing wage rates, if applicable. The index level for the month preceding the month of solicitation advertisement will become the beginning index. The price adjustment limit will be the percentage change based on the difference between the beginning level or the adjustment level last used and the index level for the period 90 days prior to the award anniversary. The final adjusted amount will be determined by Purchasing staff. If a price adjustment is not requested prior to the award anniversary date, the previous year’s rates will apply. Proposer shall honor proposal prices for One- Hundred and Twenty Days (120 days) or for the stated contract period, whichever is longer. At the beginning of each twelve (12) month period of this Agreement, following the effective date, the fees for the prior twelve (12) month period shall be automatically increased by five percent (5%).

2) Section C(3)(a) Indemnification

Section C(3)(a): The Consultant requests to add the following:

To the fullest extent permitted by law, CONSULTANT shall defend (with legal counsel reasonably acceptable to CITY), indemnify and hold harmless CITY and its officers, agents, departments, officials, representatives and employees (collectively “Indemnitees”) from and against any and all claims, loss, cost, damage, injury (including, without limitation, economic harm, injury to or death of an employee of CONSULTANT or its subconsultants), expense and liability of every kind, nature and description that arise from or relate to (including, without limitation, incidental and consequential damages, court costs, attorneys’ fees, litigation expenses and fees of expert consultants or expert witnesses incurred in connection therewith and costs of investigation) that arise from or relate to, directly or indirectly, in whole or in part, from: (1) CONSULTANT’s negligent performance of Services under this Agreement, or any part thereof; (2) any negligent act or omission of CONSULTANT, any subconsultant, anyone directly or indirectly employed by them, or anyone that they control; (3) any actual or alleged infringement of the patent rights, copyright, trade secret, trade name, trademark, service mark or any other intellectual or proprietary right of any person or persons in consequence of the use by CITY, or any other Indemnitee, of articles or Services to be supplied in the performance of this Agreement; or (4) any breach of this Agreement (collectively “Liabilities”). Such obligations to defend, hold harmless and indemnify any Indemnitee shall not apply to the extent such Liabilities are caused by the sole negligence or willful misconduct of such Indemnitee, but shall apply to all other Liabilities. The foregoing shall be subject to the limitations of California Civil Code section 2782.8 as to any design professional services performed by CONSULTANT and in particular the limitation on CONSULTANT’s duty to defend whereby such duty only arises for claims relating to the negligence, recklessness or willful misconduct of CONSULTANT as well as the limitation on the cost to defend whereby

CONSULTANT will only bear such cost in proportion to CONSULTANT’s proportionate percentage of fault (except as otherwise provided in section 2782.8).

3) Section C(4)(b) Insurance

Section C(4)(b): The Consultant requests to add the following:

Commercial general liability insurance will meet or exceed the requirements of ISO-CGL Form No. CG 00 01 11 85 or 88. The amount of insurance set forth above will be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Automobile coverage will be written on ISO Business Auto Coverage Form CA 00 01 06 92, including symbol 1 (Any Auto). Liability policies will be endorsed to name CITY, its officials, and employees as “additional insureds” under said insurance coverage, except on the Workers’ Compensation and Professional Medical Malpractice Liability policies, and to state that such insurance will be deemed “primary” such that any other insurance that may be carried by CITY will be excess thereto. Such endorsement must be reflected on ISO Form No. CG 20 10 11 85 or 88, or equivalent.

Such insurance will be on an “occurrence,” not a “claims made,” basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written
notice to CITY.

4) Section D, Changes

Changes: The Consultant requests to amend the following:

CITY may order request changes in the Services within the general scope of this Agreement, consisting of additions, deletions, or other revisions, and the contract sum and the contract time will be adjusted accordingly. All such changes must be authorized in writing, executed by CONSULTANT and CITY. The cost or credit to CITY resulting from changes in the Services will be determined in accordance with written agreement between the parties.

5) Section D, Additional Services

Additional Services: The Consultant requests to add the following:

H. The CITY may request CONSULTANT to provide Services in addition to Scope of Services, called “Additional Services”. Additional Services that incur additional costs (contingency) of up to 15% of the total contract amount must be authorized by CITY by change order or other documented means. Costs beyond this amount must first be approved by CITY in accordance with applicable thresholds and procedures. Additional Services must be authorized by CITY in writing prior to performance and any change to this Agreement may only be made by amendment executed by both parties. CONSULTANT shall be compensated for Additional Services as set forth in Exhibit(s) “ ”, as modified, or as specified in the written authorization.

6) Section D, Termination

Termination: The Consultant requests to add the following:

Termination for Cause. CITY may terminate this Agreement in whole or part for default should CONSULTANT commit a material breach of this Agreement, and such breach has not been cured within fifteen (15) calendar days of the date of CITY’s written notice to CONSULTANT demanding such cure. In the event CITY terminates this Agreement for default, CONSULTANT will be liable to CITY for all costs to cure the deficiencies, and all loss, cost, expense, damage, and liability resulting from such breach and termination. The CONSULTANT shall have the right to terminate the Agreement for cause in the event the CITY is in default of its payment obligations under this Agreement and fails to cure the default within thirty (30) days of receiving written notice of the default from the CONSULTANT.

7) Section D, Insurance

Insurance: The Consultant requests to add the following:

Commercial general liability insurance will meet or exceed the requirements of ISO-CGL Form No. CG 00 01 11 85 or 88. The amount of insurance set forth above will be a combined single limit of $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage for the policy coverage. Automobile coverage will be written on ISO Business Auto Coverage Form CA 00 01 06 92, including symbol 1 (Any Auto). Liability policies will be endorsed to name CITY, its officials, and employees as “additional insureds” under said insurance coverage, except on the Workers’ Compensation and Professional Medical Malpractice Liability policies, and to state that such insurance will be deemed “primary” such that any other insurance that may be carried by CITY will be excess thereto. Such endorsement must be reflected on ISO Form No. CG 20 10 11 85 or 88, or equivalent. Such insurance will be on an “occurrence,” not a “claims made,” basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to CITY.

8) Section D, Authority/Modification

Authority/Modification: The Consultant requests to add the following:

The parties represent and warrant that all necessary action has been taken by the parties to authorize the undersigned to execute this Agreement and to engage in the actions described herein. To the extent of any contingency above the original Agreement amount previously approved by the CITY’s City Council, additional Services may be added to this Agreement by an additional authorization executed by both parties. This Agreement may be otherwise modified by written amendment, which generally requires approval of the CITY’s City Council and CONSULTANT. CITY’s City Manager, or designee, may execute any such authorization or amendment on behalf of CITY.

9) Section D, Medical Records

Medical Records: The Consultant requests to add a new Section Medical Records as follows:

MEDICAL RECORDS. CONSULTANT shall serve as the custodian of medical records created at the clinic during the term of this Agreement. CONSULTANT, as custodian of records shall abide by all local, state, and federal requirements for such record retention during and after the term of this Agreement. CONSULTANT shall also abide by all applicable laws related to CONSULTANT and the medical service record retention. CITY acknowledges that CONSULTANT will provide copies of medical records to any third-party requestor (with the appropriate executed release from the employee/patient, court order, or business affidavit, as applicable).

CITY understands and acknowledges that the CITY is not entitled to access any patient medical records except to the extent allowed by law. CONSULTANT is a “covered entity” as enumerated in 45 CFR §160.103. As a covered entity, CONSULTANT may only disclose protected health information as authorized by and to the extent allowed by law. Upon the termination of this Agreement for any reason, CONSULTANT shall maintain all records created against the statutory and regulatory requirements. Should CITY request records be maintained by CONSULTANT beyond any state, local or federal rule due to an ongoing audit or legal matter, then CITY shall be invoiced for such retention for as long as such records are retained until written notice from CITY to destroy such retained records. This Section shall survive the termination of this Agreement.

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES
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 endorsement(s).

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.

OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD

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. $ $
$
$PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)

COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOSAUTOS ONLY

NON-OWNED

SCHEDULEDOWNED

ANY AUTO

AUTOMOBILE LIABILITY
Y / N

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER
OTH-

STATUTE
PER

LIMITS(MM/DD/YYYY)

POLICY EXP
(MM/DD/YYYY)

POLICY EFF

POLICY NUMBERTYPE OF INSURANCELTR
INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB $EACH OCCURRENCE
$AGGREGATE
$
OCCUR

CLAIMS-MADE
DED RETENTION $
$PRODUCTS - COMP/OP AGG
$GENERAL AGGREGATE
$PERSONAL & ADV INJURY
$MED EXP (Any one person)
$EACH OCCURRENCE

DAMAGE TO RENTED
$PREMISES (Ea occurrence)

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY PRO-

JECT LOC

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)

CANCELLATION

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY
11/18/2024
Graham Company,
a Marsh & McLennan Agency, LLC company
One Penn Square West
Philadelphia PA 19102
Concentra Unit
215-567-6300
215-405-2694
[email protected]
Columbia Casualty Company
31127
CONCGRO-01
Liberty Mutual Fire Ins. Co.
23035
Occupational Health Center of New York, PA
dba Concentra Medical Centers
4714 Gettysburg Rd.

Mechanicsburg PA 17055
Allied World Assurance Company, AG
Employers Insurance of Wausau
21458
LM Insurance Corporation
33600
440193822
A
X
1,000,000
X
500,000
X
Professional Lia
X
$1M Claim/$3M Ag
1,000,000
3,000,000
X
Y
Y
HAZ 4032244581-8
1/1/2024
1/1/2025
3,000,000
B
2,000,000
X
Y
Y
AS2-631-510199-324
4/1/2024
4/1/2025
A
X
X
9,000,000
Y
HMC 4032235752
1/1/2024
Y
1/1/2025
10,000,000
X
3,000,000
B
E
X
Y
WA7-63D-510199-354
WA5-63D-510199-314
4/1/2024
4/1/2024
4/1/2025
4/1/2025
1,000,000
1,000,000
1,000,000
D
C
Property
Excess Liability
YAC-L9L-477341-014
C023701-009
1/1/2024
1/1/2024
1/1/2025
1/1/2025

SEE BELOW
$10M Each Occurrence

$10M Aggregate
PRIMARY LIABILTY POLICY includes General Liability Coverage on an Occurrence Basis and Professional Liability Coverage on a Claims Made Basis.

UMBRELLA LIABILITY COVERAGE includes Excess General Liability on an Occurrence Basis and Excess Professional Liability on a Claims Made Basis.

Both Coverages are excess of a $3,000,000 Self-Insured Retention each Occurrence/Claim subject to a $18,000,000 Aggregate.

INDIANA PHYSICIAN PROFESSIONAL LIABILITY COVERAGE - Continental Casualty Company - Policy #HAZ 4032244595-10; Effective 1/1/2024-1/1/2025 - $500,000 Each Medical Incident/$1,500,000 Aggregate Per Insured or Surgeon See Attached...

CITY OF SANTA CLARITA
23920 VALENCIA BLVD., SUITE 300
SANTA CLARITA CA 91355

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: FORM TITLE:

ADDITIONAL REMARKS
ADDITIONAL REMARKS SCHEDULE Page of
AGENCY CUSTOMER ID:

LOC #:

AGENCY

CARRIER NAIC CODE

POLICY NUMBER

NAMED INSURED
EFFECTIVE DATE:

CONCGRO-01
1 1
Graham Company,
Occupational Health Center of New York, PA
dba Concentra Medical Centers
4714 Gettysburg Rd.

Mechanicsburg PA 17055
25 CERTIFICATE OF LIABILITY INSURANCE
KANSAS PHYSICIAN PROFESSIONAL LIABILITY COVERAGE - Continental Casualty Company - Policy #HAZ 4032244600-10; Effective 1/1/2024-1/1/2025 - $500,000 Each Medical Incident/$1,500,000 Aggregate Per Insured or Surgeon LOUISIANA PHYSICIAN PROFESSIONAL LIABILITY COVERAGE - Columbia Casualty Company - Policy #HAZ 4032244614-10; Effective 1/1/2024-1/1/2025 - $100,000 Each Medical Incident/$300,000 Aggregate Per Insured or Surgeon NEBRASKA PHYSICIAN PROFESSIONAL LIABILITY COVERAGE - Continental Casualty Company - Policy #HAZ 4032244628-10; Effective 1/1/2024-1/1/2025 - $500,000 Each Medical Incident/$1,000,000 Aggregate Per Insured or Surgeon PENNSYLVANIA PHYSICIAN PROFESSIONAL LIABILITY COVERAGE - Columbia Casualty Company - Policy #HAZ 4032244631-10; 1/1/2024-1/1/2025 - $500,000 Each Medical Incident/$1,500,000 Aggregate Per Insured or Surgeon WISCONSIN PHYSICIAN PROFESSIONAL LIABILITY COVERAGE - Continental Casualty Company - Policy #HAZ 4032244659-10; 1/1/2024-1/1/2025 - $1,000,000 Each Medical Incident/$3,000,000 Aggregate Per Insured or Surgeon PROPERTY COVERAGE: Risk of Physical Loss or Damage to Covered Property subject to policy terms and conditions.

WORKERS COMPENSATION - Occupational Health Centers of California, A Medical Corporation - Liberty Mutual Insurance Corp. - Policy #WA5-63D-510199-314; Effective: 4/1/2024-4/1/2025
WORKERS COMPENSATION - Occupational Health Centers of Southwest, P.A. - Liberty Insurance Corp. - Policy #WA7-63D-510199-404; Effective:
4/1/2024-4/1/2025
WORKERS COMPENSATION - Occupational Health Centers of Southwest, P.A. - Liberty Mutual Insurance Corp. - Policy #WC5-631-510199-254 (WI); Effective: 4/1/2024-4/1/2025
ADDITIONAL WORKERS COMPENSATION POLICIES:

OHC of Arkansas – Liberty Insurance Corp. - Policy #WC7-631-510199-284; Effective: 4/1/2024-4/1/2025 OHC of Southwest (AZ/UT) – Liberty Mutual Fire Insurance Company - Policy #WC2-631-510199-244; Effective: 4/1/2024-4/1/2025 OHC of Delaware – Liberty Mutual Fire Insurance Company - Policy #WC2-631-510199-334; Effective: 4/1/2024-4/1/2025 OHC of Georgia/Hawaii – Liberty Mutual Fire Insurance Company - Policy #WC2-631-510199-384; Effective: 4/1/2024-4/1/2025 OHC of Illinois – Liberty Mutual Fire Insurance Company - Policy #WC2-631-510199-414; Effective: 4/1/2024-4/1/2025 OHC of Louisiana – Liberty Mutual Fire Insurance Company - Policy #WC2-631-510199-294; Effective: 4/1/2024-4/1/2025 OHC of Michigan – Liberty Mutual Fire Insurance Company - Policy #WC2-631-510199-274; Effective: 4/1/2024-4/1/2025 OHC of Nebraska – Liberty Mutual Fire Insurance Company - Policy #WC2-631-510199-374; Effective: 4/1/2024-4/1/2025 OHC of New Jersey – Liberty Mutual Fire Insurance Company - Policy #WC2-631-510199-264; Effective: 4/1/2024-4/1/2025 OHC of North Carolina – Liberty Insurance Corp. - Policy #WC7-631-510199-344; Effective: 4/1/2024-4/1/2025 OHC of Southwest (KS) – Liberty Mutual Fire Insurance Company - Policy #WC2-631-510199-424; Effective: 4/1/2024-4/1/2025 Therapy Centers of Southwest I, PA (OR) - Liberty Mutual Fire Insurance Company - Policy #WC2-631-510199-394; Effective: 4/1/2024-4/1/2025 Therapy Centers of South Carolina, PA - Liberty Mutual Fire Insurance Company - Policy #WC2-631-510199-304; Effective: 4/1/2024-4/1/2025 OHC of Minnesota - Liberty Mutual Fire Insurance Company - Policy #WC2-631-510199-454; Effective: 4/1/2024-4/1/2025 OHC of Alaska - Liberty Mutual Fire Insurance Company - Policy #WC2-631-510199-444; Effective: 4/1/2024-4/1/2025 CYBER LIABILITY - AIG Specialty Insurance Company - Policy #01-476-75-23; Effective: 9/25/2023-11/25/2024 - Limit: $10,000,000 EXCESS CYBER LIABILITY - Endurance American Specialty Insurance Company - Policy #PEO-0201-0413; Effective: 9/25/2023-11/25/2024 - Limit:
$10,000,000 Excess of $10,000,000
CRIME COVERAGE - National Union Fire Insurance Company of Pittsburgh, PA - Policy #01-988-32-61; Effective: 12/31/2023-12/31/2024 - Limit: $10,000,000 Coverage is provided for all medical professionals currently or previously employed or contracted by the above Named Insured, but only for professional services performed for or on behalf of the above Named Insured.

RE: OHC OF CA/CMC IS BIDDING ON RFP# HR-24-25-13 TO PROVIDE OCCUPATIONAL HEALTH SERVICES TO THE EMPLOYEES OF THE NAMED CLIENT.

CITY OF SANTA CLARITA, its officials, and employees are all included as additional insureds on the above General Liability, Auto Liability and Umbrella Liability Policies and coverage shall apply on a Primary and Non-Contributory basis if required by written contract.

Prior to loss, and if required by written contract, Waiver of Subrogation is provided on General Liability, Auto Liability, Umbrella Liability and Workers Compensation Policies for work performed under contract if permissible by state law.

Should any of the above described policies be cancelled before the expiration date thereof, Graham Company, a Marsh & McLennan Agency, LLC company will endeavor to mail 30 days written notice to the certificate holder, but failure to do so shall impose no obligation or liability of any kind upon Graham Company, a Marsh & McLennan Agency, LLC company, its agents or representatives.

WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT -

CALIFORNIA
Person or Organization
Schedule
Job Description
Where required by contract or
written agreement prior to loss and
allowed by law.

We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule.

The additional premium for this endorsement shall be 2% of the California workers' compensation premium otherwise due on such remuneration.

Additional premium is a percent of the California Manual Workers Compensation premium. Subject to a minimum premium charge of $ 250 Effective
Date: 4/1/2024 Premium $Issu
ed by Liberty Insurance Corporation 21814
For attachment to Policy No. WA7-63D-510199-354
Issued to Concentra Group Holding Parent, LLC
WC 04 03 06
Ed: 04/1984
Page of 1 1
POLICY NUMBER: COMMERCIAL AUTO
CA 20 48 10 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

DESIGNATED INSURED FOR
This endorsement modifies insurance provided under the following:

AUTO DEALERS COVERAGE FORM

SCHEDULE
Name Of Person(s) Or Organization(s):

Information required to complete this Schedule, if not shown above, will be shown in the Declarations.

COVERED AUTOS LIABILITY COVERAGE

BUSINESS AUTO COVERAGE FORM

MOTOR CARRIER COVERAGE FORM
With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement.

This endorsement identifies person(s) or organization(s) who are "insureds" for Covered Autos Liability Coverage under the Who Is An Insured provision of the Coverage Form. This endorsement does not alter coverage provided in the Coverage Form.

Each person or organization shown in the Schedule is
an "insured" for Covered Autos Liability Coverage, but
only to the extent that person or organization qualifies as an "insured" under the Who Is An Insured provision
contained in Paragraph A.1. of Section II - Covered
Autos Liability Coverage in the Business Auto and
Motor Carrier Coverage Forms and Paragraph D.2. of
Section I - Covered Autos Coverages of the Auto
Dealers Coverage Form.

Any person or organization whom you have agreed in writing to add as an additional insured, but only to coverage and minimum limits of insurance required by the written agreement, and in no event to exceed either the scope of coverage or the limits of insurance provided in this policy.AS2-631-510199-32 4 282
POLICY NUMBER: AS2-631-510199-038 COMMERCIAL AUTO
CA 04 44 10 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

WAIVER OF TRANSFER OF RIGHTS OF RECOVERY

AGAINST OTHERS TO US (WAIVER OF SUBROGATION)
This endorsement modifies insurance provided under the following:

AUTO DEALERS COVERAGE FORM

BUSINESS AUTO COVERAGE FORM

MOTOR CARRIER COVERAGE FORM
With respectto coverage provided by this endorsement, the provisionsof the Coverage Form apply unless modified by the endorsement.

SCHEDULE
Name(s) Of Person(s) Or Organization(s):

Any person or organization for whom you perform work under a written contract if the contract requires you to obtain this agreement from us, but only if the contract is executed prior to the injury or damage occurring.

Premium: $ INCL
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.

The Transfer Of Rights Of Recovery Against
Others To Us condition does not apply to the
person(s) or organization(s) shown in the Schedule,
but only to the extent that subrogation is waived prior to the "accident" or the "loss" under a contract with
that person or organization.

CA 04 44 10 13 © Insurance Services Office, Inc., 2011 Page 1 of I 249
P
olicy Number: AS2-631-510199-324
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/g51/g50/g47/g44/g38/g60/g3/g49/g56/g48/g37/g40/g53/g29 HAZ 4032244581-8 /g3 POLICY NUMBER: HAZ 4032244581-8 COMMERCIAL GENERAL LIABILITY CG 20 01 04 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

PRIMARY AND NONCONTRIBUTORY –

OTHER INSURANCE CONDITION
This
endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
The f
ollowing is added to the Other Insurance
Condition and supersedes any provision to the
contrary:

Primary And Noncontributory Insurance
This insurance is primary to and will not seek
contribution from any other insurance available
to an add itional insured under your policy
provided that:
(1) The additional insured is a Named Insured
under such other insurance; and
(2) You have agreed in writing in a contract or
agreement that this insurance would be
primary and would not seek contribution
from any other insurance available to the
additional insured.

WAIVER OF RIGHTS OF RECOVERY

APPLICABLE TO GENERAL LIABILITY COVERAGE FORM
The changes set forth below are applicable only to the Commercial General Liability Coverage Form G- 145566-A, G-145567-A).

The Healthcare Liability Policy Common Conditions (G-144102-A) are amended as set forth below:

Condition XII., Transfer of Rights of Recovery is amended by the addition of the following:
/g120 Solely within the scope of this endorsement as indicated above, we waive any right of recovery we may have against any person or organization that you have agreed with, in writing, prior to the date of loss, to waive your right to recover against because of payments we make under the Commercial General Liability Coverage Form for injury or damage arising out of your ongoing operations. This endorsement applies only to:

All other terms and conditions of the Policy remain unchanged.

This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and expires concurrently with said Policy.

GSL6554XX (4-11)

Page 1 ends

Policy No: HAZ 4032244581-8
Endorsement No:

Santa Clarita City CouncilMay 13, 2025

Santa Clarita City Council
May 13, 2025