UMWOR-2027-1119 Attachment G, Appendix I - SOW.docx

UPST BID #, NAME: UMWOR-2027-1119, Strategy Planning Consultant UMASS SYSTEM, DEPARTMENT: UMASS CHAN MEDICAL, Facilities

ATTACHMENT G, APPENDIX 1

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UPON AWARD OF MASTER SERVICES AGREEMENT, THIS DOCUMENT SHALL BE RERFERENCED AS:

CFS - ATTACHMENT A – STATEMENT OF WORK

[Note to Respondents: All sections to be completed at time of SOW/contract]

This Statement of Work (“SOW” or “Contract”) is entered into by and between Click or tap here to enter text. (the “Contractor”) and University of Massachusetts Chan Medical School (“UMass” or “University” Contractor and UMass individually referred to as the “Party” and collectively the “Parties”). The terms and conditions set forth in the UMass's Contract for Service or (“CFS”) Number Click or tap here to enter text. between the Parties are incorporated by reference herein and made a part hereof (collectively the CFS and SOW referred to as the “Agreement”).

1. PURPOSE

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2. AUTHORIZED REPRESENTATIVES

Contractor and UMass Authorized Representatives. Primary contact for Contractor and UMass regarding the services to be provided with this SOW, and to receive notices from under this SOW are:

3. TERM

The term of this SOW is outlined in Section 3 of the CFS.

If the Parties agree to extend or renew the term of this Contract as set forth in the Agreement, each additional term shall be defined as an "Extension Term", upon the same terms and conditions, with fees and hourly rates consistent with original contract.

4. SCOPE AND DELIVERABLES

[Note to Respondents: Demonstrated below are a sample scope of services. It is expected that the details of services may differ slightly upon contract award and based on final Respondent proposals. Respondents may redline or note this document accordingly to match their RFP response]

The following services shall be included in this SOW:

a. General Information

The professional services required will include, but may not be limited to:

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b. Scope

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c. Deliverables

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5. ROLES AND RESPONSIBILITIES

IF PROJECT IS TIME AND MATERIAL KEEP THIS SECTION

Contractor is responsible for providing the following resources under this SOW:

UMass is responsible for making the following resources available to Contractor during the term of this SOW. UMass is responsible for the following under this SOW:

6. PAYMENT SCHEDULE

[Note to Respondents: Upon final negotiation and contract award, pricing and milestones to be inserted here:]

IF PROJECT IS BASED ON MILESTONES

IF PROJECT IS TIME AND MATERIAL

7. PAYMENT TERMS

[MILESTONE PAYMENT TERMS] UMass payment terms are net 45 days. The Contractor shall invoice UMass at the completion of the scope phases specified herein. All invoices shall be emailed to:

[TIME AND MATERIAL PAYMENT TERMS] UMass payment terms are net 45 days. The Contractor shall invoice UMass monthly. All invoices shall be emailed to:

UMASS INVOICE CONTACT

8. TRAVEL AND REIMBURSEMENTS

All Travel and Reimbursements are included in this SOW. Under no circumstances will the Contractor invoice for travel or reimbursement unless pre-approved by UMass. The following are allowable expenses under this SOW and shall not exceed the specified totals:

9. CONTRACTOR ASSIGNED PERSONNEL

[Note to Respondents: Upon final negotiation and contract award, this table will be populated.]

The following key personnel are assigned to manage this contract:

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10. DATA PRIVACY AND PROTECTION

Contractor shall maintain strict data and personal privacy protections in regard to any services provided in Section 6, and follow all University, state, and federal regulations associated therein, including but not limited to: The United States Federal Privacy Act of 1974, the Health Insurance Portability and Privacy Act (HIPAA), any of Massachusetts Department of Mental Health privacy practices, and any and all Massachusetts specific health and data privacy regulations including but not limited to MGL chapter(s) 111, 112, 123, 149, 208, and 1760.

11. CONTRACT GENERAL CONDITIONS

Any Contractor obligation, duty, or activity identified herein shall be deemed a service for purposes of the Contract. The services shall include any inherent task reasonably necessary to perform any obligation, duty, or activity identified herein. All services shall be performed in such a manner that there will be no interference with the proper operation of UMass or any activities thereof.

12. [OPTIONAL SECTION] SERVICE LEVELS

Contractor commits to maintaining the following service levels:

IN WITNESS THEREOF, the Parties have caused this SOW to be effective as of the date above by their duly authorized signers

By: {{Sig_es_:signer2:signature}}

By: {{Sig_es_:signer1:signature}}

Printed Name:

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Printed Name: {{N_es_:signer1:fullname}}

Title:

{{Ttl_es_:signer2:title}}title}} Title: {{Ttl_es_:signer1:title}}

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