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HomeMy WebLinkAboutItem 11 - Agreement for On-Site Physical Health and Wellness ServicesPolice Department www.santa-ana.org/pd Item # 11 or City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Staff Report August 19, 2025 TOPIC: On -Site Physical Health and Wellness Services AGENDA TITLE Agreement with O2X Human Performance, LLC for On -Site Physical Health and Wellness Services (Specification No. 25-104) (Non -General Fund) RECOMMENDED ACTION Authorize the City Manager to execute an agreement with O2X Human Performance, LLC to provide on -site physical health and wellness services in an amount not to exceed $215,000, for a one-year term beginning September 1, 2025 and expiring August 31, 2026 (Agreement No. A-2025-XXX). GOVERNMENT CODE 484308 APPLIES: No DISCUSSION From May 2022 to April 2025, excluding COVID-19, Santa Ana Police Department employees filed a total of 167 workers' compensation claims for hypertension, elevated heart rate, strains, and sprains. These claims amounted to approximately $6,338,285 in related costs (medical, disability, rehab, etc.). Many of the above -referenced claimants were prescribed physical therapy instead of surgery or as a part of their post -surgery rehab programs. Before receiving any physical therapy, claimants often waited several days and/or weeks for their initial medical evaluations and/or diagnoses. Claimants received therapy off -site while working light -duty assignments or on total disability leave. Physical therapy sessions are typically scheduled once or twice a week, depending on the provider's availability. This process can be burdensome and lengthy. Besides the physical challenges, a slow recovery can impact an employee's mental well-being as they work to return to full -duty status. O2X Human Performance, LLC specializes in providing full-time, in-house athletic and/or strength and conditioning trainers who help employees prevent and recover from injury. On -Site Physical Health and Wellness Services August 19, 2025 Page 2 These trainers help employees develop and maintain functional fitness and/or exercise routines designed to "maximize durability via conditioning and injury risk reduction practices." Additionally, they offer on -demand in-house physical therapy sessions to injured employees, helping them return to full duty status more quickly. Current satisfied Orange County clients include the Irvine and Huntington Beach Police Departments. O2X Human Performance, LLC claims a 40% reduction in time off due to injuries and 20- 30% reductions in injury -related costs across the clients they serve. If this holds, the Santa Ana Police Department could potentially save between $452,000 and $678,000 annually. Santa Ana Municipal Code, Section 2-807(d) authorizes the City to purchase against contracts from any public agency employing a competitive bid process. The Metropolitan Washington Council of Governments Contract No. 23-015 with O2X Human Performance, LLC for Physical Health and Wellness Program Services was awarded as a result of open, competitive bidding, and meets the City's requirements. Staff researched available procurement options and service offerings in the market and determined that O2X Human Performance, LLC is the only company that can provide all of the unique services outlined in the attached/proposed service agreement, namely a robust health and wellness program that provides physical health, nutrition, sleep management, injury prevention, stress management, and cancer prevention components. Services include a comprehensive human performance program that includes access to a robust mobile and web application with ongoing wellness resources, a data -driven readiness dashboard for leadership to monitor and enhance organizational health, comprehensive physical and mental health assessments, and embedded performance specialists who will work directly with personnel to provide tailored training, screenings, and program integration. Staff recommends approving a total agreement amount of $215,000. O2X received funding from the 2025 Building Homes for Heroes (BHFH) grant and is able to apply $70,000 from this grant to cover the first four months of the program for the Santa Ana Police Department, contingent on a third-quarter 2025 launch. While the grant is expected to reduce the City's cost to $145,000, the full amount is recommended in case of launch delays. Funding is available to cover the full agreement if the grant cannot be applied. ENVIRONMENTAL IMPACT There is no environmental impact associated with this action. On -Site Physical Health and Wellness Services August 19, 2025 Page 3 FISCAL IMPACT Funds are available in the FY 25-26 budget and funding for the subsequent fiscal year will be included in the proposed budget for City Council consideration as follows: Fiscal Accounting Unit — Fund Accounting Unit — Year Account No. Description Account No. Amount Description Law SLESA, Contract FY 25-26 12814407-62300 Enforcement Services- $110,000 Grants Professional Law SLESA, Contract FY 26-27 12814407-62300 Enforcement Services- $ 35,000 Grants Professional Total $145,000 The total compensation amount to be paid by the City is reduced by the $70,000 in 2025 BHFH grant funds that will cover the first four months of the contract period. EXHIBIT(S) 1. Agreement with O2X Human Performance, LLC 2. O2X Cost Savings Estimate Submitted By: Robert Rodriguez, Police Chief Approved By: Alvaro Nunez, City Manager AGREEMENT WITH 02X HUMAN PERFORMANCE LLC TO PROVIDE PHYSICAL HEALTH AND WELLNESS -RELATED SERVICES THIS AGREEMENT is made and entered into on this 191h day of August, 2025 by and between 02X Human Performance, LLC, a Delaware limited liability company, ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. The City desires to retain a Consultant having special skill and knowledge to provide physical health and wellness -related services to the Santa Ana Police Department. B. City staff researched and located only one company capable of providing all the required components and services. Pursuant to Santa Ana's Municipal Code purchasing rules and regulations, Consultant has met the requirements for Council approval under SAMC § 2- 807(a). C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field, is able and willing to provide such services to the City and any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in Exhibit A, attached hereto and incorporated by reference. 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services for City, the rates and charges identified in Exhibit A. The total amount to be expended during the term of this Agreement shall not exceed $215,000. b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. City and Consultant agree that all payments due and owing under this Agreement shall be made through Automated Clearing House (ACH) transfers. Consultant agrees to execute the City's standard ACH Vendor Payment Authorization and provide required documentation. Upon verification of the data provided, the City will be authorized to deposit payments directly into Consultant's account(s) with financial institutions. Page 1 of 10 Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 3. TERM This Agreement shall commence on September 1, 2025 and continue through August 31, 2026, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Insurance requirements are attached hereto as Exhibit B. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the Page 2 of 10 negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 1.0. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of Iike importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential Page 3 of 10 information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE a. Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. b. No immediate family members of either the Mayor, City Council Member, or any appointed City Official, including appointed board and commission members, as defined under the City's Municipal Code, whose position with the City shall award or influence the award of this Agreement, or any competing contract or amendment thereof, shall be employed in any capacity by the Consultant or have any other direct or indirect financial benefit or interest in this Agreement. c. The section also prohibits the awarding of any agreement, contract, grant, or any amendment to those awards, to any former full-time employee for one-year from date of employee separation except for any CalPERS retiree as authorized by City Council resolution d. The Consultant must comply with all conflict of interest laws, ordinances, and regulations now in effect or hereafter to be enacted during the term of this Agreement. The Consultant warrants that it is not now aware of any facts which conflict with the prohibitions defined above. if the Consultant hereafter becomes aware of any facts that might reasonably be expected to create a conflict of interest, it must immediately make full written disclosure of such facts to the City. Full written disclosure must include, but is not limited to, identification of all persons implicated and a complete description of all relevant circumstances. Failure to comply with the provisions of this paragraph will be a material breach of this Agreement. e. Consultant covenants that none of its directors, officers, employees, or agents shall participate in selecting or administrating any subcontract supported (in whole or in part) by City funds stemming from the Agreement where the awarding of the subcontract has any direct or indirect financial benefit or interest to any individual, as defined in subsections (b) and (c) above. 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic Page 4 of 10 information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, tennination or other employment related activities or any services provided under this Agreement. Consultant aff rms that it is an equal opportunity employer and shall comply with all applicable federal, state and Iocal Iaws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terns of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other Consultants retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or Page5of10 granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, Iicenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: City Clerk City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 With courtesy copies to: Chief of Police City of Santa Ana 60 Civic Center Plaza (M-97) P.O. Box 1988 Santa Ana, California 92702 Page 6 of 10 To Consultant: 02X Human Performance Attn: Nick Westerndorf, Assistant Vice President 1 Mill Wharf Plaza, Unit S 12 Scituate, MA 02066 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signature page to follow] Page 7 of 10 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: Jennifer L. Hall City Clerk APPROVED AS TO FORM SONIA R. CARVALHO City Attorney By: / MMM Tamara Bogosian Senior Assistant City Attorney RECOMMENDED FOR APPROVAL: Robert Rodriguez Chief of Police CITY OF SANTA ANA Alvaro Nunez City Manager O2X HUMAN PERFORMANCE LA2K--� Brice Long Chief Operating �cer Page 8 of 10 EXHIBIT A SCOPE OF SERVICES and COSTS 42077842v2 02X Human Performance Integrated Readiness Platform Proposal 28 MAY 2025 Delivered To: Santa Ana Police Department rtM'.0ir HUMAN PERFORMANCE 172 HUMAN PERFORMANCE Company Information 02X Human Performance LLC 1 Mill Wharf Plaza Unit S12 Scituate, MA 02066 02X Human Performance 1 Mill Wharf Plaza Unit S12 Scituate, MA 02066 02X Human Performance LLC (prey. CGLM LLC) was incorporated on December 16, 2013 in Delaware. Cage code: 7ZUM8 UEI: G6CGLEPPSC85 02X Human Performance offers a comprehensive approach to human performance, delivering tailored platforms to meet the specific needs of clients. These offerings integrate virtual resources, data analysis and reporting, proprietary assessments, science -backed education methodology, and On -Site Specialists (OSS) to support Tactical Athletes —including Service Members, tactical units, firefighters, law enforcement officers, city employees, federal agents —and private sector teams. 02X's holistic approach enhances mental resilience, jab performance, and promotes healthy lifestyles, all while reducing healthcare costs linked to injuries and illnesses. Proposal Terms The pricing and product outlined in this proposal will be honored for 90 days from the date listed on this document. This document is to be considered a proposal only and does not constitute a full agreement between 02X Human Performance and the Santa Ana Police Department.. Upon acceptance of this agreement, binding terms will be agreed upon in the form of a final contract. The contents of this proposal are to be considered confidential, to be shared only between 02X Human Performance and the Santa Ana Police Department.. Platform and product descriptions outlined in the attached pages are proprietary information and intended only for the recipient of this proposal. Fee structures, costs, and terms are also to be considered confidential. Very respectfully, Nick Westendorf Account Executive 02X Human Performance 0 02X Proprietary and Confidential 02X Human Performance OZ� m 1 Mill Wharf Plaza Unit S12 HUMAN PERFOAMAHCE Scituate, MA 02066 Pricing PERIOD OF •- September s Annual The 023Z Integrated Readiness Platform Cost* 01. 02X Connect'" - Integrated Tech Resources • All members will gain access for 1-year to the fully stocked mobile and web application and communication with the OSS • Coach accounts for the 02X Connect*" platform 02.02X Readiness Dashboard- - Data Analysis & Reporting • Clear snapshot of supported commands' status and key metrics to track progress and enhance readiness across the organization • Monthly activity reports • Quarterly & Annual results reporting presented to client leadership $210,000 • ROI tracking and continual program adjustments 03.Assessments & Screenings • The proprietary, holistic 02X Readiness Assessment'" 04. 02X Integrated Specialists'" • 1 x full-time On -Site Specialist • Dedicated client management support • OSS will be subject matter expert in the field of Injury Risk Reduction with applicable experience and certifications for the role. Other Direct Costs (ODC) • Additional start up program costs including on site specialist equipment, shipping, facilities $5,000 support as requested by client and/or required by contract Start Up Costs Covered by the 2025 BUILDING HOMES FOR HEROES (BHFH) GRANT • Grant covers the 4 month Period of Performance from 9/1/2025-12/31/2025 - $70,000 • BHFH Grant award is contingent upon a Q3 2025 program launch and covers the full monthly cost of the program (excluding ODC)## Remaining Year 1 Cost to be Coverer! by SANTA ANA PD • Period of Performance from 1/1/2026 - 8/31/2026 (8 months) $145,000 • First monthly payment of $17,500 to be made by SAPD in January 2026 `Multi -year agreements include an annual price escalation of 2.5% 0 02X Proprietary and Confidential "AF HUMAN PERFORMANCE 02X Human Performance 1 Mill Wharf Plaza Unit S12 Scituate, MA 02066 The 02X Integrated Readiness Platform for Santa Ana PD is strategically crafted to enhance readiness by delivering a comprehensive, integrated program tailored to meet Santa Ana PD's operational priorities. Through a cohesive bundle of offerings, the 02X Integrated Readiness Platform is positioned to strengthen readiness and resilience, ensuring Santa Ana PD personnel are fully equipped to meet mission demands. In order to address Santa Ana PD's needs, the 02X Integrated Readiness Platform base package will include: 01. 02X Connect' - Integrated Tech Resources: Members will gain access to the fully stocked mobile and web application with continuing resources available from any location. 02.02X Readiness Dashboard'' - Data Analysis & Reporting: Leveraging data from each program component, 02X provides comprehensive reporting dashboards for commands to monitor force readiness, identify areas for improvement, and proactively address risk reduction. A centralized dashboard accessible to leadership offers an organization -wide view of service member readiness, enabling a clear snapshot of the state of the force through key metrics to track progress and enhance readiness. 03,Assessments & Screenings: Members would participate in the holistic 02X Readiness Assessment'" to gain valuable insight into their individual strengths, weaknesses, and risks to mental and physical health issues. Along with the 02X Readiness Assessment'"", leadership can work with the On -Site team to design and deliver additional screenings and assessments based on needs and requirements of different commands and personnel. 04.02X integrated Specialists'': These individuals will serve as embedded representatives of the team whose roles are to work directly with organizational leadership to integrate the program seamlessly. If the OSS is a Product Manager and is qualified as a specialist in any of the human performance domains, they can run individual and group sessions based on their expertise to amplify impact. The following pages include in depth descriptions of each component of the program for reference. Please note that only the products outlined in the summary and pricing information above are included in this proposal; however, additional offerings listed in the attached materials can be added. PRODUCT DESCRIPTION Oc 02X Proprietary and Confidential HUMAN P6NF0NAAANCF 02X Human Performance 1 Mill Wharf Plaza Unit S12 Scituate, MA 02066 02X Integrated Readiness Platform: A comprehensive, integrated product designed to support and enhance your agency's human performance initiatives through five key elements. The proprietary 02X Integrated Readiness Platform offers proven and validated content across all pillars of human performance delivered through a customizable, scalable, and expeditionary approach. Each component is rooted in science and the program is designed to provide agencies with a comprehensive offering to optimize human performance through a complete package. Platform Objectives • Integrate EAT SWEAT THRIVE& methodology and human performance initiatives with an ecosystem of support • Ensure continuity of products to strengthen program implementation, sustain readiness, and reinforce human performance initiatives continuously overtime • Increase readiness, resilience, and retention through mental and physical health • Deliver resources, training, and assessments tailored to members' needs • Provide specialized support for members on light duty to expedite return to work • Increase safety, productivity, and longevity, reducing injuries and associated costs • Leverage 02X resources and nationwide specialists for targeted wellness support • Track and report measurable outcomes to foster continuous improvement Platform Components The 02X Integrated Readiness Platform is firmly rooted in science and evidence -based practices tailored to the specific needs of different occupational requirements. Together, the 02X team in the field and headquarters staff work to guarantee each 02X program delivers positive impact through: 01. 02X Connect' 02, 02X Readiness Dashboard- 03. 02X Readiness Assessments?"' 04. 02X Integrated Specialists" Each element of the 02X program utilizes a proprietary and cohesive EAT SWEAT THRIVE@ methodology, which addresses all pillars of human performance to include sleep, nutrition, conditioning, injury risk reduction, resilience, and stress management. 02X's highly specialized programs help build a resilient workforce, able to withstand job -related physical and mental demands while improving career longevity. 01.02X Connect The 02X suite of virtual resources provides access to EAT SWEAT THRIVED content and a connection to on expansive team of human performance specialists. This dual -sided platform harmonizes all parts of the program, provides access to comprehensive content and is only available from 02X. The proprietary integrated tech platform provides clients with access to program resources in any location. 02X Connect" software allows the On -Site Specialist to communicate with members virtually and provide customized programs and resources, Together with the mobile app and web portal, On -Site Specialists are able to provide a robust amount of human performance content from all areas of the EAT SWEAT THRIVE' curriculum and continued access to top tier subject matter experts. Highlighted below are a few of the many features in the 02X virtual membership: © 02X Proprietary and Confidential 4 HUMAN PERFORMANCE 02X Human Performance 1 Mill Wharf Plaza Unit S12 Scituate, MA 02066 02X Connect" Administrative Platform: Provides On -Site Specialists and client admins the ability to efficiently coach and communicate with members. Using an online portal controlled by the On -Site Specialists, content is shared and assigned organization -wide or directly to individual members. This allows On -Site Specialists to track individuals' progress and remotely guide their training. Other features include: • Interactive calendar that displays the On -Site Specialist schedules • Messaging center where members can communicate directly with their coach • Access to a dashboard feed where the On -Site Specialists will share links, articles, videos, etc. 02X Mobile & Web Application Features for Users: Recipes: The app provides healthy recipes for fueling physical health and cognitive performance. When members select a recipe, they are presented with a full ingredient list, as well as directions on how to complete the recipe. Many recipes also include instructional videos. SWEAT Plans: SWEAT Plans are periodized workout programs, designed to build strength, reduce injury risk, and improve conditioning specific for your job. Explore hundreds of plans or view recommended ones based on the results of a brief survey. Workout Generator: The workout generator provides members the ability to quickly and efficiently find an individual workout that matches their interests, equipment, and goals. Members can then begin the workout, save it, or scroll hundreds of workouts until they find one they like. THRIVE Exercises: Guided Sleep, Breathe, and Meditate tools, as well as yoga classes allow users to recalibrate after a stressful evolution, watch, or day. THRIVEPIans: Like having a workout program, THRIVE Plans are meant to help members enhance recovery, build resilience, manage stress, and optimize mental health. Assessments: The Assessments section provides members with physical and performance assessments, to include physical training tests complete with current standards from various tactical athlete professions. Test yourself against benchmarks from all over the tactical community. Reporting/ Tracking: Upon completion of the 02X Readiness Assessment`" and assessments / surveys in the App, members receive individualized reports with 02X Specialists' suggested goals for improvements. By selecting "View Results in Portal", members can see their current scores compared to their past attempts, as well as how they stack up against the standards. Ask an Expert: "Ask an Expert" acts as a force multiplier, providing members with an outlet to communicate directly with a variety of 02X specialists in addition to their OSS team by choosing the category of their question (EAT SWEAT THRIVE', or General) and typing their question into the text box. Answers to these personalized questions are typically answered within 24-48 hours. 0 02X Proprietary and Confidential "A7 *A HUMAN PERFORMANCE 02X Human Performance 1 Mill Wharf Plaza Unit S12 Scituate, MA 02066 All resources described above can also be accessed through the web -based 02X Portal, in addition to other EAT SWEAT THRIVE6 resources. The Portal also hosts most of our physical training SWEAT Programs in PDF version, available for download. 02.02X Readiness Dashboard": Data Analysis & Reporting 02X leverages deep cultural competence and organizational experience to provide custom reporting that will resonate with key leadership. Through years of working closely with stakeholders at all levels, 02X has developed the ability to efficiently share information, provide insights, and demonstrate program efficacy. Reporting is a key element of the 02X Integrated Readiness Platform as it allows On -Site specialists to collaborate with leadership and identify areas of focus regularly to ensure the program continues to evolve and deliver measurable impact. The four standard reporting timelines and vehicles are outlined below. Available to individuals upon completion of assessments via 02X Connect Reported each month, providing a snapshot of tangible effects and initiatives Each quarter, 02X will combine all data and feedback to provide a comprehensive report Each year, 02X will deliver a summary of results, highlight cost savings, and provide recommendations Development of individual and organizational reporting is essential to tracking program growth and return on investment. Program impact is determined collaboratively between 02X and client leadership to ensure all initiatives are aligned with the needs of the organization. 03.Assessments & Screenings Paired with the software provided through the dual -sided mobile and web application, 02X provides hardware packages to implement individual and department -wide readiness assessments that feed into reporting and dashboards accessible to leadership. 02X Readiness Assessment - The 02X Readiness Assessment" is a proprietary virtual and hands-on holistic assessment of individuals designed to build self-awareness and deliver personalized plans for optimizing and sustaining high levels of performance. The process, reporting, and technology installation are proprietary and not available outside of 02X. The 02X Readiness Assessment"" was designed for Tactical Athletes and aims to provide a holistic look at each individual member. The research -based assessment was built using the best available evidence to assess health -related quality of life and physical capacity and has four Unique elements: • Leverages validated mental and physical survey questions • Utilizes practical movement assessments for mobility, stability, and capacity • Identifies asymmetries or weaknesses as compared to normative standards • Identifies opportunities to lower the risk of illness or injury © 02X Proprietary and Confidential 6 J HUMAN PFRFORMANCR 02X Human Performance 1 Mill Wharf Plaza Unit S12 Scituate, MA 02066 Readiness Assessment" data is collected via 02X software and provides members with their results, reporting, and recommendations immediately upon submission. The Readiness Assessment" will offer both micro and macro perspectives of the operational readiness of the force. Results allow On -Site Specialists to create custom programs targeting areas of improvement for individuals. The figure below highlights the various elements of the Readiness Assessment"" that are compiled into aggregate data used to provide leadership valuable insights about the state of their force and areas of focus for improvement. Collecting the data and analyzing it over time is imperative to proving the success of the program. Each member's individualized report contains specific recommendations to improve readiness, health -related quality of life, and physical function. Organization -wide team reports identify trends across groups and teams, with capacity to sort data by age, gender, job function, and more. All members that take part in the Readiness Assessment'" will receive individual reports, while leadership receives de -identified, aggregate team reports showing overall command readiness. 04.0.2x Integrated Specialists"" The 02X program places full-time On -Site Human Performance Specialists within government organizations nationwide. These specialists, recruited through an extensive network of subject matter experts, possess relevant experience, education, credentials, and interpersonal skills required to have a substantial impact on the organization. They are extensively trained and onboarded to be embedded within organizations and agencies to support the health, wellness, and overall performance of employees utilizing the EAT SWEAT THRIVED methodology. Onhoarding Process Each On -Site Specialist or Product Manager (OSS) selected will be sourced, hired, trained, and employed by 02X and will operate with the backing of the entire 02X network of subject matter experts and headquarters support. Utilizing an expansive existing network of human performance specialists, 02X recruits top tier talent for the OSS role located at a client location. This selection effort will target OSSs that possess a key blend of relevant experience, education, and credentials, as well as the interpersonal skills required to have a substantial impact on the future of the organization. OSS team members are expected to carry themselves with the highest levels of professionalism while serving as leaders and role models in the organizations where they are placed. Further, any specialists in this role will have undergone additional 02X internal training in preparation for working with tactical athletes and the specific organization with which they will be placed. Specialist Types Based on the type(s) of OSS selected, 02X will provide a full-time specialist dedicated to improving readiness of the organization. The specialist(s) will possess requisite education and certification for specialty and role: • Product Manager • NSCA Certified Strength and Conditioning Specialist (CSCS) • Injury Risk Reduction and Recovery Specialist: Doctor of Physical Therapy (DPT) • Injury Risk Reduction and Recovery Specialist; Athletic Trainer (AT) • Registered Dietitian (RD) • Operational Psychologist 0 02X Proprietary and Confidential 4 OZi HUMAN PERFORMANCE • Mental Performance Specialist 02X Human Performance 1 Mill Wharf Plaza Unit S12 Scituate, MA 02066 Client Management Regardless of specialty and subject matter expertise, the OSS team members are dedicated to embedding successful resources within organizations. The client management component of the 02X program allows for access to company leadership, dedicated attention to the client, reach -back support from a network of human performance specialists, and consistent reporting and ongoing collaboration between 02X and the client. Key elements of client management through the OSS team include: • Full-time presence at client location to act as liaison between client and 02X • Seamless implementation with organizational staff and leadership and support initiatives to help improve readiness across the agency • Collaboration to define success metrics, monitor progress, and report ROl • On -site needs analysis and real-time recommendations to improve member health and wellness • Regular status reports to leadership on program effectiveness • Distribution of materials to organizational members • Review and development of job -specific readiness assessments and training • Access to the entire library of 02X resources and the expansive network of 02X specialists • Tangible results and metrics for measuring the effectiveness of health and wellness initiatives delivered to leadership and key stakeholders Specialist Roles Based on Subject Matter Expertise Injury Risk Reduction and Recovery Specialist (AT) • Full-time trained and certified Athletic Trainer specializing in injury risk reduction, management, and recovery • Possess requisite education and certification for specialty and role such as: o Injury prevention and recovery specialist: minimum of a Masters degree in relevant field and Athletic Trainer Certification (ATC) • Develop physical recovery and injury prevention specific training programs and disseminate to personnel • Lead group and individuai physical training and recovery sessions • Facilitate readiness across members to increase job performance, retention, and recruitment • Provide program overviews, educational briefings, training sessions, and access to resources to individual members as requested OTHER DIRECT COSTS (ODC) During the performance of this contract, 02X staff will be required to travel CONUS to support training events, field operations, and other regional member engagement. 02X is requesting funding for reimbursement of approved and required travel expenses to include flights, hotels, parking, rental car, gas, tolls, baggage fees, and taxis/Ubers, as required within the contract and as requested by the client. Additionally, 02X may be required to ship training aids to these locations in support of the work and order equipment to support operations. © 02X Proprietary and Confidential EXHIBIT B INSURANCE REQUIREMENTS #2077842v2 Contractor shall procure and maintain for the duration of the agreement, the following insurance coverages: MINIMUM SCOPE AND LIMIT OF INSURANCE Contractor shall maintain limits of insurance coverage in the following minimum amounts and shall be at least as broad as: • Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence and $2,000,000 aggregate. • Automobile Liability (AL): Insurance Services Office Form CA 00 01 covering Code 1 (any auto), with combined single limits of $1,000,000. In the event Contractor does not maintain commercial automobile liability insurance, City will accept evidence of personal automobile insurance with existing limits, which can be lower than $1,000,000. • Workers' Compensation (WC): as required by the State of California, with statutory limits, and EmpIoyer's Liability Insurance with limit of no less than $1,000,000 per accident, per employee, per policy for bodily injury or disease. This requirement can be waived if Contractor has no employees. If Contractor maintains broader coverage and/or higher limits than the minimums shown above, City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City. Other Insurance Provisions The insurance policies are to contain, or be endorsed to contain, the following provisions: I . CGL and AL policies: City of Santa Ana, its City Council, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, equipment, and personnel furnished in connection with such work or operations. 2. CGL, AL, and WC policies: Insurance company(ies) agrees to waive all rights of subrogation against City, its City Council, its officers, officials, employees, agents, and volunteers for losses paid under the terms of any policy which arise from work performed by Contractor for City. 3. All required insurance policies: For any claims related to this contract, Contractor's insurance coverage shall be primary and any insurance maintained by City, its City Council, its officers, officials, employees, agents, or volunteers shall not contribute with it. 4. All required insurance policies: A severability of interest provision must apply for all the additional insureds, ensuring that Contractor's insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the insurer's limits of liability. #2077842v2 5. Each insurance policy required herein shall provide that coverage shall not be canceled, suspended, voided, reduced in coverage or in limits, non -renewed by the carrier, or materially changed except after thirty (30) days prior written notice has been given to City. Ten (10) days prior written notice shall be provided to City for policy cancellation or non - renewal due to non-payment. 6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention: (Name of Department Staff Responsible for Agreement), Address of Department Responsible for Agreement, M-XX, Santa Ana, CA 92701. The name and location of event should be included in the Description of Operations section of each certificate. Self -Insured Retentions Self -insured retentions must be declared to and approved by the City. City may require Contractor to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. Acceptability of Insurers Insurance is to be placed with insurers authorized to conduct business in the state of California with a current A.M. Best rating of no less than A:VII, unless otherwise acceptable to City. Verification of Coverage Contractor shall furnish City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to Entity before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive Contractor's obligation to provide them. City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. Claims Made Policies If any of the required policies provide coverage on a claims -made basis: 1. The retroactive date must be shown and must be before the date of the contract or the beginning of work. 2. Insurance must be maintained and evidence of insurance must be provided for at least three (3) years after completion of work. 3. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a retroactive date prior to the contract effective date, Contractor must purchase "extended reporting" coverage for a minimum of three (3) years after completion of work. Subcontractors Contractor shall require and verify that all sub -contractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from sub -contractors. Special Risks or Circumstances City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 42077842v2 Exhibit 2 Cost Savings Estimate - 02X Integrated Readiness Platform 02 Injury Risk Reduction Program: Santa Ana Police Department From 2022 to 2024, the Santa Ana Police Department (SAPD) incurred $6.34 million in workers compensation expenses, averaging approximately $211 million per year. These costs, which exclude COVID related claims, are primarily attributed to injuries and conditions like strains, sprains, hypertension, and elevated heart rate. While these types of injuries are common, without targeted prevention strategies, they can lead to costly medical claims and reduced operational readiness. SAPD Workers Compensation Trends (2022 - 2024) SAPD Claims and Cost by Year Includes Hypertension, Elevated Heart Rate, Strains, Sprains # of Claims 0 Total Paid 80 65 55 60 47 ,EE 40 $3,361,999.00 U 0 20 $1,584,581.00 $1,391,705.00 n ■ 2022 2023 2024 $5,000,000.00 $4,000,000.00 $3,000,000.00 a $2,000,000.00 02 F $1 ,000,000.00 $0 00 YEAR # OF CLAIMS TOTAL PAID (Medical, Disability, Rehab) 2022 47 $1,584,581 2023 55 $3,361,999 2024 65 $1,391,705 TOTAL 167 $6,338,285 Additional Cost Considerations: • Recruit Academy Attrition: Inadequate physical readiness was reported as the driving factor that led to the recent dismissal of two recruits. This represents a lost investment of approximately $150,00 per year (recruitment, academy prep, equipment, ammunition and training costs). • Overtime Burden Due to Injuries: While specific overtime data was not provided to 02X, national benchmarks indicate that officers placed on modified duty or unable to work often require backfill through overtime, commonly exceeding $1,200 per week per officer. O2X Integrated Readiness Platform The O2X program is designed to target preventable injuries through proactive strategies like movement assessments, individualized fitness programming, and streamlined return to work support for officers and professional staff. It combines embedded human performance specialists, custom education, and digital tools to deliver comprehensive, science backed solutions that are proven to reduce injuries, enhance resilience, and improve operational readiness. Estimated Annual Cost Savings Breakdown for SAPID • Across all clients served by O2X, we consistently see 20 - 30% reductions in injury related costs, projecting annual savings between $482,000 and $678,000.. • In the first year alone, this reflects a return on investment of 2 - 3 times the total annual cost of the O2X Program, with sustained implementation typically yielding returns of 3 - 5 times over a period of performance of 2 + years. COST CATEGORY BASELINE (historical avg) 20% REDUCTION 30% REDUCTION Workers Compensation $2,112,761 / year $452,552 $633,828 Academy Attrition* $150,000 / year $30,000 $45,000 Total Annual Cost Savings with O2X $482,552 $678,828 *Estimate based on reported cost to hire and train new officers and current rate of academy attrition Recommendations & Way Ahead 1. Facilitate site visit to Irvine Police Department: Meet key leaders and tour O2X facilities. 2. Request Funding Support: Data analysis suggests that potential savings after year one exceed $480,000 and a cost share model is fiscally justifiable. 3. Implement the O2X Integrated Readiness Platform o Deploy a full time O2X Injury Prevention Specialist embedded within SAPD to deliver ongoing, hands-on support to include individualized movement assessments, targeted rehab and fitness programming, and direct coaching to reduce injury risk and improve overall physical readiness among officers, recruits, and professional staff 4. Integrate Early Intervention and Return to Work Protocols o Leverage proven O2X strategies to address injuries proactively and accelerate recovery. The specialist will support return to work planning, minimizing lost time and improving long-term operational readiness. 5. Establish Performance Benchmarks and Track Outcomes o Collaborate with O2X to develop a robust data tracking framework. Benchmark injury rates, claim frequency, and return to work timelines pre and post implementation to secure funding for additional program years.