5-JM26-25 - Scope of Work.pdf

Attachment B: Scope of Work JPMA, WIC Shopper App | Utah Women Infants and Children Program, Amendment Online Shopping Project

Article 1

GENERAL PURPOSE

1.1 Purpose. The general purpose of this contract is for Utah to provide the JPMA WIC Shopper App to WIC participants. The app provides participant-centered features that enhance the customer experience through the tools and content provided in the mobile application platform. The app is available to Android and IOS users equally.

Article 2

DEFINITIONS

2.1 Definitions. In this contract, the following definitions apply:

“DTS” means the Utah Division of Technology Services / Utah Department of Government Operations

“FNS” means the Food and Nutrition Service

“NSA” means nutrition services administration grant dollars provided to the Utah WIC Program by the Food and Nutrition Services of the United States Department of Agriculture (FNS/USDA).

“Statement of Work” – means the Project Description and Cost Quote received from JPMA on 1/9/2024

“UAT” means user acceptance testing.

“Umoja” means the JPMA subcontractor company that provides WIC foods through home delivery services to WIC participants.

“USDA” means the United States Department of Agriculture

“WIC” means the Special Supplemental Nutrition Program for Women, Infants, and Children

“WIC Food dollars” means the food grant used to purchase WIC issued foods for WIC participants.

“WIC Shopper App” means the application provided to Utah WIC participants to manage their benefits and to shop more efficiently.

Article 3

SERVICE REQUIREMENTS

3.1 Service Requirements. The Contractor shall:

(1) provide all electronic tools, features, and content as described in the Scope of Work (SOW) created on January 9, 2024, now incorporated by reference;

(2) remain in compliance with 7 CFR 246.26(d), Confidentiality of applicant and participant information;

(3) enable the “online shopping” feature in the JPMA WIC Shopper App;

(A) develop coding that will allow the state agency to enable online shopping functionality by zip code;

(B) migrate the WIC Shopper online portal/Umoja integration to the WIC Shopper mobile environment; and

(C) make minor customizations as needed;

(4) validate and enable online shopping services;

(A) provide a sandbox in a test environment for collaborative QA;

(B) fulfill all necessary vendor/Electronic Benefit Transfer certifications;

(C) hold UAT in collaboration with the department;

(D) support migration to a production environment;

(5) coordinate a site visit by the department to an Umoja distribution warehouse; and

(6) provide monthly updates to the department regarding project status throughout the duration of the project and until online shopping is fully functional.

3.2 Electronic Tools, Features, and Content. The Contractor shall provide:

(1) “Registering your Card” feature and content;

(2) custom content developed specifically for the Utah WIC Program through the form of buttons, ad-hoc and targeted banners, or push notifications, including additional technology and offerings that will be created during the period of performance of this contract;

(3) “My Appointments” and “Appointment Reminders” feature and content;

(4) “Utah Interactive Foods List” in all languages available;

(5) “Smart WIC Shopping List” feature once built;

(6) “Scan Barcode” feature;

(7) “Key Enter UPC” feature;

(8) “My Benefits” feature and content;

(9) “Manage Cards” feature;

(10) “I Couldn’t Buy This” feature;

(11) “Get Help!” feature;

(12) “Yummy Recipes” feature;

(13) “Life Hacks” feature;

(14) link to the “WIChealth.org” feature/portal;

(15) “Rate or give Feedback” feature;

(16) list of “WIC Vendors” or “WIC Stores” including all 9 vendor types identified on page 17 of the proposal;

(17) “Find a WIC Office” feature and content;

(18) “Stay Active” feature and content;

(19) “Nutrition Resources” feature and content;

(20) “Cooking Matters” feature and content;

(21) “Developmental Milestones” feature and content;

(22) “Participant Outreach” feature and content;

(23) “Discounts with WIC” feature and content;

(24) “Rights and Responsibilities” feature and content;

(25) “Learner Slides” feature and content;

(26) “Participant-to-Agency” feature and content;

(27) access to content that is provided by all future JPMA partners that provide targeted information and education for use in the app; and

(28) “Support and Maintenance” to DHHS and WIC participants during JPMA business hours.

3.4 Optional Services. The Contractor shall:

(1) provide access to the optional services that were not estimated in the original “Project Cost Quotation” found on page 43 of the Scope of Work. Any of the optional services identified in (2), (A-C) below shall be discussed with the Contractor, quoted (cost), and added to the scope of the contract as active project elements should the Department opt for such during the period of performance of this contract; and

(2) provide optional Services that are available during the period of performance for additional cost(s) include:

(A) Secure Document Upload;

(B) SFMNP app/platform; and

(C) Mobile Orders.

Article 4

FUNDING

4.1 Funding. The costs outlined below were received in the January 9, 2024 proposal on pages 43 - 44.

Fixed Price Description Months Fee Annual Cost

WIC Shopper mobile application platform and related services

May 24, 2024 – May 25, 2025 12 2,700 $32,400

May 24, 2025 – May 25, 2026 12 $2,808 $33,696

May 24, 2026 – May 25, 2027 12 $2,916 $34,992

May 24, 2027 – May 25, 2028 12 $3,024 $36,288

May 24, 2028 – May 25, 2029 12 $3,132 $37,584

4.2 WICSmart Nutrition Education eLearning App Year 1 – 5. Optional Service, Annual Subscription for the WICSmart Nutrition Education eLearning application platform and related services covering Year 1 through Year 5.

This is based on subscribing to both mobile applications.

Please note this can be added any time during the period defined above and cost will remain the same at $300 during this period.

WICSmart Nutrition Education eLearning platform Annual Subscription – 12 $300 $3,600

May 24, 2029 – May 25, 2030 12 $3,240 $38,880

May 24, 2030 – May 25, 2031 12 $3,348 $40,176

May 24, 2031 – May 25, 2032 12 $3,456 $41,472

May 24, 2032 – May 25, 2033 12 $3,564 $42,768

May 24, 2033 – May 25, 2034 12 $3,672 $44,064

4.3 WICSmart Nutrition Education eLearning App Year 6 – 10. Optional Service, annual subscription for the WICSmart Nutrition Education eLearning application platform and related services covering Year 6 through Year

10. This is based on subscribing to both mobile applications.

Please note this can be added any time during the period defined above and cost will remain the same at $400 during this period.

WICSmart Nutrition Education eLearning platform:

Annual Subscription – 12 $400 $4,800

Optional Services listed in 3.3, (2) above have not been quoted at the time of contract execution and may add cost to this contract at the time the service(s) are requested.

Total, 10-year contract including deliverables listed in sections 3.1 and 3.2 and WICSmart annual Subscription.

$390,720

4.4 WIC Shopper App, Umoja Online Shopping Upgrade:

(1) $92,000 for the period of October 1, 2025 – September 30, 2026, setup and system validation;

(2) Ongoing operational costs listed below:

(A) 2000 orders of $65.00 per orders per month threshold is expected;

(B) if thresholds are not met, a pro-rated $10,000 monthly cost will be applied to sustain food inventory and electronic platform;

(C) this cost is prorated based on actual order volume. For example:

(i) 1000 orders = $5,000 cost (50% threshold met);

(ii) 1500 orders = $2,500 cost (75% threshold met); and

(iii) 2000 orders = $0 costs (100% threshold met);

(3) food costs will be reimbursed through the Utah WIC banking contract with Custom Data Processing/FIS directly to Umoja as an authorized grocery vendor.

Article 5

INVOICING

5.1 Invoicing. The Contractor shall submit monthly invoices (within 30 days of shipment or delivery of services, with the exclusion of end of fiscal year invoicing). The contract number and purchase order number shall be listed on all invoices, freight tickets, and correspondence relating to an order under this Contract. The prices paid by DTS will be those prices listed in this Contract. DTS has the right to adjust or return any invoice reflecting incorrect pricing. The Contractor must send June’s invoice (each year) no later than July 10, or the last working day prior, to the State for all work completed or items received during the State’s fiscal year of July 1-June 30.

5.2 The Contractor shall include the following items on the invoice:

(1) Contract Number;

(2) Customer Purchase Order Number;

(3) Invoice Number;

(4) Invoice Create Date;

(5) Payment Due Date;

(6) Payment Terms – days;

(7) Customer ID – UTAH WIC;

(8) Description of activities invoiced;

(9) Cost of Items billed; and

(10) Total Amount billed for period of performance.

5.3 Invoicing, Umoja Online Shopping Upgrade:

(1) submit an invoice for 50% of the total project cost, including all Umoja development and setup fees incurred by JPMA during the project, after the connection with Umoja on the WIC Shopper app has been executed and validated (i.e., all testing and validation is successfully completed and the JPMA WIC Shopper app Umoja connection is ready for production);

(2) the remaining 50% shall be paid in full after the first WIC participant has placed their order through the WIC Shopper app and has received their food through the Umoja home delivery service: and

(3) invoice monthly ongoing minimum order threshold fees to the department.

Article 6

OUTCOMES AND MEASURES

6.1 Outcomes.

(1) The outcomes of this contract include improving participant satisfaction and program engagement, and improved redemption rates by using the JPMA app features, tools, and content that is described in section 3.1, 3.2, and 3.3 above.

(A) Improved food access to the food desert of San Juan County, and surrounding counties, will be achieved through the Umoja upgrade allowing WIC families who reside in rural Utah to order their WIC benefits through the WIC Shopper mobile application platform and receive no-cost home delivery fulfilment via Umoja Health.

(2) Program efficiencies will be gained through the use of the WIC Shopper App by reducing the burden on local WIC staff after participants leave the clinic setting through the reduction of phone calls and inquiries following WIC appointments by utilizing the features provided by the WIC Shopper App.

6.2 Performance Measures.

(1) The contractor shall notify DHHS of any app outages or interruptions.

(2) The contractor shall make DHHS aware of all technology improvements during the period of performance of this contract, with the possibility for DHHS to add the optional services identified in section 3.3 at the time they become available for use. These service additions may require additional cost(s) to be paid by DHHS to the Contractor.

(A) the outcome of the Umoja upgrade will be measured by the successful and timely delivery of foods to rural WIC participants using the JPMA WIC Shopper App. The standard order delivery time is expected to be no more than 48 hours after the WIC order is placed.

6.3 Reporting.

(1) The Contractor shall provide utilization/usage statistics to DHHS. At a minimum, the Contractor shall include;

(1) “Element” – Utah;

(2) “Month” being reported;

(3) “Participant Days of Use”;

(4) “Families that used WIC Shopper this month”;

(5) “Products scanned this month”;

(6) “I couldn’t buy this”;

(7) “Utah Help Page”;

(8) “New Food List”;

(9) “Food Guide Spanish”;

(10) “Product Requests”;

(11) “eWIC Orientation”; and/or any custom resource for the Department by the Contractor

(12) “Rights and Responsibilities”.

6.4 Umoja upgrade: The Contractor shall track and report to DHHS on a monthly basis regarding the quantity and the outcomes of all online orders and home delivery attempts. Reporting must include any failed home delivery attempts.