Workers' Comp Software
Service & Business Associate Agreements

Updated: June 15th, 2022

IMPORTANT – READ CAREFULLY: Your purchase and use of the software and services is conditioned upon your compliance with and acceptance of this agreement.

Recitals

A. OccuPro, LLC (“Licensor”) has developed programming and protocols for the assessment and rehabilitation of clients which includes a web-based software application (“Software”), procedure manuals, documents and training programming (collectively “Services”). B. The client (“Licensee”) agrees to obtain a license to the Software and to utilize the Licensor’s Services as may be more particularly identified in an Order Form (as defined below), and Licensor agrees to grant a license to the Software to Licensee and to provide Services, in accordance with the terms and conditions stated herein.

Agreement

Introduction

This Service Agreement (“Agreement”) governs the purchase and use of the Software and/or related Services. The Software and/or related Services may be purchased by: (a) executing an order form, work order or statement of work (for purposes of this Agreement each shall be referred to as an “Order Form”); or (b) using the Software and/or related Services. The individual or legal entity executing an Order Form or opening an account for Services under this Agreement shall be referred to as “Licensee” in this Agreement. Each Order Form shall incorporate this Agreement by reference, each Order Form shall govern and control in case of conflict with this Agreement, and each Order Form, in conjunction with this Agreement shall form a separate agreement between the parties that execute the applicable Order Form. Please read this Agreement carefully before executing an Order Form or installing, accessing, or otherwise using the Software and/or related Services. By executing an Order Form or installing, accessing, or otherwise using the Software and/or related Services, Licensee agrees to be bound by this Agreement. Please maintain a copy for your records. If you (Licensee) do not agree with the terms of this Agreement, do not use the Software and/or related Services.

Service Description

This Agreement governs the purchase and use of the Licensor’s Software and/or related Services set forth in the applicable Order Form or used by Licensee if no such Order Form has been executed. Licensor may alter, expand, or reduce the features of the Software and/or related Services from time to time without notice to Licensee. Licensee agrees that Licensor’s obligation to provide Software and/or related Services is conditioned upon Licensee providing all information and assistance reasonably required to install the Software and/or perform the related Services and Licensee’s compliance with standards set forth by Licensor regarding hardware compatibility and installation requirements and Licensee hereby agrees to timely provide all such information, assistance and compliance.

License Grant

Subject to and conditioned upon Licensee’s payment of any and all appropriate license fees and compliance with all other terms and conditions of this Agreement, Licensor hereby grants to Licensee a non-exclusive, non-transferable, non-sublicensable, non-assignable limited license to use and access those features of the Software selected on the Order Form solely in connection with Licensee's location(s) as outlined in the Order Form. Licensee may purchase licenses for additional features of the Software or for additional locations by paying the appropriate software implementation and license fees for such features or locations.

Term and Price Escalator

(a) Initial Term. The Initial Term of this Agreement shall commence upon payment of the appropriate license fees and shall remain in effect for a period of three (3) years (the "Initial Term") unless otherwise stated in the Order Form, in which case the Initial Term shall be as indicated in the Order Form. On the anniversary of the Commencement Date each year during the Initial Term, the licenses and services granted to the Licensee shall be subject to the price escalation as indicated on Schedule A of this Order Form. Within ninety (90) days prior to the end of an Initial Term, Licensor shall provide Notification to Licensee via Licensor’s software system notifying Licensee of the automatic renewal of the Order Form and this Agreement for an additional year pursuant to Paragraph 4(b) below. In said notice, Licensor shall state any change to the Licensing and Service Fees for the upcoming Renewal Period. Licensee hereby consents to and agrees that Licensor’s notice through Licensor’s software system shall be deemed sufficient notification to allow Licensee to exercise its Termination Option pursuant to Paragraph 4(c) below.

(b) Automatic Renewal. Upon the expiration of the Initial Term, this Agreement shall automatically renew on a year-to-year basis (a “Renewal Period”) (the Initial Term and any Renewal Term collectively hereinafter referred to as the “Term”) on the same terms and conditions set forth on the Order Form, unless Licensee exercises its Termination Option prior to any renewal period, pursuant to Paragraph (c) below. On the first day of each Renewal Period, the licenses and services granted to the Licensee shall be subject to the price escalation as indicated on Schedule A of the Order Form. Within ninety (90) days prior to the end of the then-current Renewal Period, Licensor shall provide Notification of Automatic Renewal to Licensee via Licensor’s software system, notifying Licensee of the upcoming automatic renewal of the Order Form and this Agreement for an addition Renewal Period, and the price increase to the licensing and service fees for the upcoming Renewal Period. Licensee hereby consents and agrees that Licensor’s notice through Licensor’s software system shall be deemed sufficient notification to allow Licensee to exercise its Termination Option pursuant to Paragraph 4(c) below.

(c) Termination Option. Licensee may terminate this Agreement and the Order Form at the end of the Initial Term by providing written notice of exercise of this Termination Option to Licensor at least fifteen (15) days prior to the expiration of the Initial Term. Licensee may also terminate this Agreement and the Order Form at the end any renewal period by providing written notice of exercise of this Termination Option to Licensor at least fifteen (15) days prior to the expiration of the Renewal Period. Failure to timely provide written notice, pursuant to this paragraph, shall render such Termination Option null, void and of no further force and effect. If Licensee does not timely exercise this Termination Option as required herein, the Term of the Agreement and the Order Form is automatically renewed, pursuant to the terms and conditions set forth in the Order Form and pursuant to Section 4(b) herein, and this Agreement and the Order Form shall continue in full force and effect pursuant to all of the terms and conditions set forth in this Agreement and the Order Form during the entire Term.

(d) Licensor’s Option to Terminate. Notwithstanding anything herein to the contrary, Licensor may elect to terminate this Order form and Software and Service Agreement upon the expiration of the Initial Term, or upon the expiration of the then-current Renewal Period by providing notice to Licensee no earlier than two hundred and ten (210) days but no later than ninety (90) days prior to the expiration of the Initial Term or the then-current Renewal Period. Upon Licensors exercise of Licensor’s Option to Terminate, the Licensor shall continue to provide such license and services through the last date of the Term and Licensee shall be responsible for paying and all costs and fees provided herein through the last day of the Term.

Termination

(a) Termination by Mutual Agreement. This Agreement may be terminated with 30 day written notice, at any time by mutual consent of the parties hereto, provided that such consent to terminate is in writing and is signed by each of the parties hereto.

(b) Termination for Default. Either party may terminate this Agreement upon thirty (30) days written notice if the other party is in material breach of any term or condition of this Agreement and fails to cure such material breach during such 30-day period. Licensee shall be considered to be in material default under the terms of this Agreement if Licensee does not make any payment when due and payable or otherwise fails to perform any of its obligations under this Agreement. Licensor shall be in material breach if those features of the Software described in the sales literature do not consistently work as described in the sales literature and such failure is not caused by the negligence of the Licensee or the Licensee’s failure to adhere to the terms of this Agreement.

(c) Effect of Termination. Termination of this Agreement shall not result in a termination of any rights and obligations of the Parties as set forth herein or any liabilities and obligations (whether a payment obligation or otherwise) that have accrued prior to termination and, in the event of Licensee default, Licensee’s payment obligations through the remainder of the Term of this Agreement. Upon expiration or termination of this Agreement, Licensee shall, (i) immediately cease all use of the Software; and (ii) return all documentation pertaining to the Software to Licensor, or at Licensor’s written request destroy, and permanently erase from all devices and systems Licensee directly or indirectly controls, the Software, documentation and Licensor's Confidential Information, including all documents, files, and tangible materials (and any partial and complete copies) containing, reflecting, incorporating, or based on any of the foregoing, whether or not modified or merged into other materials; (iii) Licensee shall certify in writing to Licensor that has complied with all requirements of this Section 5(c); and (iv) Licensor shall have the right to disable Licensee's user name and password. Upon termination for any reason, including without limitation to Licensor's material breach, Licensee shall be obligated to pay Licensor for all outstanding software setup fees, license fees, installment payments, service or training fees, interest and costs as set forth in this Agreement. In addition, in the event of Licensee breach, Licensee shall be liable for all license fees up through the end of the Term of this Agreement.

License Restrictions

Licensee may not use or copy the Software, in whole or in part, except as expressly provided for in this Agreement. Licensee may not modify, correct, translate, reverse engineer, reverse compile, reverse assemble, decompile, disassemble or create derivative works of the Software or otherwise attempt to defeat, avoid, by-pass, remove, deactivate or otherwise circumvent any software protection mechanisms in the Software, including, without limitation, any such mechanism used to restrict or control the functionality of the Software or derive the source code or the underlying ideas, algorithms, structure or organization form of the Software. Licensee agrees to use the Software only for Licensee’s own internal business operations. Licensee shall not rent, lease, sell, distribute or re-license the Software or use the Software to provide assessments, data processing, outsourcing, hosting services or training to third parties. Licensee shall not permit any parent, subsidiary, affiliated entity or third party to use the Software, process or permit to be processed the data of any other party through the Software. Licensee agrees that it shall not have the right to alter, maintain, enhance or otherwise modify the Software without the prior written consent of Licensor, which consent may be withheld or granted in the sole and absolute discretion of Licensor. Licensee agrees that is shall not use the Software for purposes of developing and/or providing a competitive software product or service, or any other purpose that is detrimental or commercially disadvantageous for the Licensor. Licensee agrees not to use the Software in any manner that infringes, misappropriates or violates any Intellectual Property Right of any other person or party. Licensee agrees not to use the Software in a manner that violates any applicable Law. Further, no license, right or interest in any Licensor’s trademarks, trade names or service marks is granted hereunder including but not limited to OccuPro™, Functional Progress Note™ and/or Functional Discharge Summary™ without Licensor’s express written consent.

Licensor Rights

Licensor shall at all times maintain the right to: (a) grant additional licenses for the Software (including any previous or subsequent versions of the Software) anywhere in the world to any party it desires and at any rate it desires; (b) access, copy, display, execute, install, load, transmit, host, store, and otherwise use the Software; (c) modify, improve, interpret, compile, recompile, and create derivative works from, the Software in source code form and to create one or more derivative products; (d) to merge, combine, incorporate, embed and/or integrate the Software and any derivative works from the Software into any derivative products; (e) to use, manufacture, reproduce (in any medium), have reproduced, display, perform, sell, market, license and otherwise transfer and/or distribute one or more derivative products; and (f) to use, manufacture, reproduce (in any medium), have reproduced, display, perform, sell, market, license and otherwise transfer and/or distribute the Software (including any incorporated portion of the Software) in source or object code form.

Licensee Use Obligations

Licensee agrees not to misuse the Software, or content that Licensor provides to Licensee under this Agreement. Examples of such misuse shall include, but are not limited to: (a) copy, modify, host, stream, sublicense, or resell the Software or its content; (b) enable or allow others to use the Software using Licensee account information; (c) access or attempt to access the Software by any means other than the interface provided or authorized by Licensor; (d) circumvent any access or use restrictions put into place to prevent certain uses of the Software; (e) share content or engage in behavior that violates Licensor’s Intellectual Property Rights (“Intellectual Property Rights” means copyright, moral rights, trademark, trade dress, patent, trade secret, unfair competition, right of privacy, right of publicity, and any other proprietary rights); (f) upload or share any content through the Software that is unlawful, harmful, threatening, abusive, tortious, defamatory, libelous, vulgar, lewd, profane, invasive of another’s privacy, or hateful; (g) impersonate any person or entity, or falsely state or otherwise misrepresent your affiliation with a person or entity; (h) attempt to disable, impair, or destroy the Software; (i) disrupt, interfere with, or inhibit any other user from using the Software; (j) use any data mining or similar data gathering and extraction methods in connection with the Software™; violate applicable law.

Right to Identify Licensee in Advertising

Licensor shall have the right to identify Licensee as a client on Licensor’s website and in Licensor’s marketing materials and advertising.

Title to Software

Licensee agrees that aspects of the Software and its related documentation, including the specific design and structure of individual programs, constitute trade secrets of Licensor. Licensee agrees not to disclose, provide, or otherwise make available such trade secrets in any form to any third party without the prior written consent of Licensor. Licensee agrees to implement reasonable security measures to protect such trade secrets. Except for the rights and licenses granted herein, Licensor retains all right, title and interest in and to any and all portions of the Software and the documentation.

Title to Derivative Products

Licensor shall own all right, title and interest in and to any and all portions of “Derivative Products”. For purposes of this Paragraph 11, Derivative Products shall mean any computer program in object code or source code form developed by or for Licensee which is a replication, modification of or enhancement to the Software.

Obligations of Lincesee

Licensee (a) acknowledges that the Software (including any previous or subsequent versions) contains valuable proprietary information, and (b) agrees not to disclose the source code of the Software (including previous and subsequent versions) to anyone other than those of its assigns (as expressly permitted herein), its employees or consultants, having a need to know for purposes consistent with this Agreement. Licensee shall exercise reasonable care to protect the confidential information related to the Software from disclosure to third parties; and no such disclosure shall be made without Licensor’s written permission. All written documents containing Licensor’s confidential information and other material in tangible form received by Licensee under this Agreement shall remain the property of the Licensor, and such documents and materials, together with copies of excerpts thereof, shall promptly be returned to Licensor upon request, except one copy may be retained for archival purposes.

Beta Version

Licensee acknowledges and agrees that certain portions or features of the Software may be trial, beta releases and/or upgrades to software. Licensee agrees to provide timely feedback, which may include bug reports, conferences with Licensor representatives and written evaluations, to Licensor in relation to beta portions or upgrades of the Software. Licensee acknowledges and agrees that all such feedback shall become the property of Licensor and that, unless otherwise mutually agreed by the parties, Licensor shall have no confidentiality obligations with respect to such feedback. Licensee agrees that Licensor and its designees will be free to copy, modify, create derivative works, publicly display, disclose, distribute, license and sublicense through multiple tiers of distribution and licensees, incorporate and otherwise use the feedback. Licensee will at all times, including during and after the term of this Agreement, keep the Software, all information relating to Licensee's use of the Software including any benchmarks, performance results and other information, confidential unless otherwise expressly agreed in writing by Licensor or until such time that Licensor makes this information available to the public.

Support

Provided that Licensee is current with all software setup fees, license fees, installment fees, support fees and any other fees identified in the Order Form and is not in material breach of this Agreement, Licensor agrees to provide Licensee with the technical support and storage as identified in the Order Form. Licensor attempts to respond to any email or phone support question after receipt of a technical support question within one business day. Further, Licensor will make reasonable attempts to remedy software issues as they arise. From time-to-time Licensor will deploy upgraded versions of web-based software and will review any input from Licensee in regards to it’s viability for said deployments as features in said deployments. Licensee agrees to reasonably cooperate with Licensor for software upgrade implementation and fixes.

Training

Licensor shall provide training for Licensee as outlined in the Order Form.

Ownership

The Software is protected by copyright and is proprietary and confidential to Licensor. All rights, title and interest in and to the Software (including associated intellectual property rights) are and will remain vested in Licensor or Licensor's affiliated companies or assigns. Nothing contained in this Agreement shall grant Licensee the right to use any Licensor trademark. Licensee agrees that it will not use, or knowingly allow others to use, the Software, its content or any documentation, any of Licensor's trademarks or any related data or documentation for the purpose of creating similar software, programs, assessments, strategies or materials which is competitive with Licensor's Software and assessment program, and further will not furnish any information, data or copies of documentation to any third party to assist in the creation or design of competitive software, assessment programs, strategies or materials. Licensee hereby unconditionally and irrevocably assigns to Licensor, its entire right, title and interest in and to any and all intellectual property rights (including without limitation, derivative works) that Licensee may have now or may have in the future in or relating to the Software or Services, whether held or acquired by the operation of law, contract, assignment or otherwise. This Paragraph 16 shall survive expiration or termination of this Agreement.

No Warranty

(a) Web Based Software. THE SOFTWARE IS PROVIDED "AS IS" AND "WITH ALL FAULTS" AND WITHOUT ANY WARRANTY. LICENSEE UNDERSTANDS AND AGREES THAT LICENSOR'S SERVICES AND SUPPORT ARE PROVIDED "AS IS" AND "AS AVAILABLE". LICENSOR AND ITS SUPPLIERS EXPRESSLY DISCLAIM ALL WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT. LICENSOR MAKES NO WARRANTY OR REPRESENTATION REGARDING ANY INFORMATION, MATERIALS, GOODS OR SERVICES OBTAINED THROUGH LICENSOR OR THE SOFTWARE, OR THAT THE SOFTWARE WILL MEET ANY OF LICENSEE’S REQUIREMENTS, OR BE UNITERRUPTED, TIMELY, SECURE OR ERROR FREE. USE OF LICENSOR’S SOFTWARE IS AT LICENSEE’S SOLE RISK. LICENSOR IS NOT LIABLE FOR ACTS OR OMISSIONS OF OTHER SERVICE PROVIDERS, FOR INFORMATION OR CONTENT OF COMMUNICATIONS, THIRD PARTY SERVICES, EQUIPMENT FAILURE OR MODIFICATION, OR CAUSES BEYOND LICENSOR’S REASONABLE CONTROL.

(b) Licensee Reports. Without limitation, to the fullest extent allowable by law, Licensee assumes the entire risk as to the content of all reports performed by Licensee, with the software, for dissemination to Licensee's customers.

Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL LICENSOR, OR ITS SUPPLIERS OR AFFILIATES, BE LIABLE FOR INDIRECT, PUNITIVE, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES WHATSOEVER (INCLUDING WITHOUT LIMITATION, DAMAGE FOR LOSS OF PROFITS OR DATA, BUSINESS INTERRUPTION, LOSS OF BUSINESS INFORMATION, COST OF COVER OR ANY OTHER PECUNIARY LOSS) ARISING OUT OF, OR RESULTING FROM THE SOFTWARE, SERVICES OR THIS AGREEMENT WHETHER ARISING IN TORT (INCLUDING NEGLIGENCE, STRICT LIABILITY OR PRODUCT LIABILITY), CONTRACT OR ANY OTHER LEGAL THEORY, EVEN IF LICENSOR HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. EXCEPT FOR DAMAGES THAT MAY NOT BE EXCLUDED BY LAW, LICENSEE AGREES THAT ALL DAMAGES ARE EXCLUDED EXCEPT FOR THE DIRECT DAMAGES THAT ARE ACTUALLY INCURRED BY LICENSEE IN REASONABLE RELIANCE IN AN AMOUNT NOT TO EXCEED 50% OF THE LICENSING FEES PAID BY LICENSEE UNDER THIS AGREEMENT DURING THE SIX (6) MONTHS IMMEDIATELY PRECEDING THE FILING OF SUCH CLAIM REGARDLESS OF THE FORM OF ACTION OR CLAIM (E.G., CONTRACT, WARRANTY, TORT, STRICT LIABILITY, NEGLIGENCE, FRAUD, OR OTHER LEGAL THEORY).

Other Disclaimers

Notwithstanding anything in this Agreement to the contrary, nothing in this Agreement shall be construed as: (a) A warranty or representation that the Software, Services or anything made, used, sold or otherwise disposed of under this Agreement will or will not infringe patents, copyrights or other rights of third parties; or (b) An obligation to furnish any know-how or technology not provided in the Software and/or Services, to bring or prosecute actions or suits against third parties for copyright infringement or to provide any services other than those specified in this Agreement.

Confidentiality

Either party ("Recipient") may gain access to Confidential Information of the other party ("Disclosing Party"), with the agreement of the Disclosing Party. For purposes of this Agreement “Confidential Information” means information, in any form or medium (whether oral, written, electronic or other) that the Disclosing Party considers confidential or proprietary relating to the Disclosing Party’s business affairs, technology, know-how, customers, vendors, finances, properties, procedures, operations, pricing, strategies, techniques, trade secrets or other proprietary or business information (Except as otherwise stated herein, Recipient will not, directly or indirectly, disclose, or cause to be disclosed, any Confidential Information of the Disclosing Party to any third party and will themselves use the Confidential Information only to carry out those purposes contemplated by this Agreement.

(a) Except as otherwise stated herein, Licensee and Licensor agree that all Confidential Information disclosed pursuant to this Agreement will, at all times, remain the exclusive property of the Disclosing Party and that, in receiving any such Confidential Information, the Recipient will not acquire any interest in such Confidential Information whatsoever except as provided in this Agreement.

(b) Licensee and Licensor agree that the restrictions described in this section will remain in force during this Agreement and subsequent to its termination unless and until such time as the Confidential Information becomes generally available to the public through no fault of the Recipient.

(c) Notwithstanding the forgoing, Licensee agrees that Licensor may place Licensee’s name, licensed clinic location and contact information on Licensor’s public website (www.occupro.net) in an effort to promote Licensee’s accomplishments in obtaining Software and training. Licensee’s information may be placed on said public website within the service network, within news and events, and within disseminated bulk e-mails. Licensee also agrees to have the identification of trained individuals placed within the service network under Licensees location and contact information with the individual’s level of certification, within news and events and within bulk e-mails. Licensee also agrees that when an individual employed by Licensee achieves higher levels of certification through Licensor that news releases and bulk e-mails may be sent in regards to their level of certification.

Indemnification

(a) Licensee’s Indemnification. Licensee agrees to indemnify, defend and hold Licensor and its affiliates and their officers, director, employees and suppliers harmless from any and all claims, actions, suits, proceedings, costs, expenses, damages and liabilities, including reasonable attorneys' fees, which arise out of or relate to: (i) Licensee’s use of the Software (including without limitation, any person accessing the Software using Licensee’s accounts); (ii) any actual or alleged violation of this Agreement or law, rule or regulation by Licensee (including without limitation, any person accessing the Software using Licensee’s accounts); (iii) any actual or alleged infringement or violation by Licensee (including without limitation, any person accessing the Software using Licensee’s accounts) of any intellectual property, privacy or other right of any person or entity; (iv) information or content that Licensee submits, posts, transmits or makes available through the Software; (v) Licensee’s breach of this Agreement; and/ or (vi) the negligence/gross negligence, abuse, misapplication, misuse or more culpable act or omission (including recklessness or willful misconduct) by or on behalf of Licensee or any of its Representatives with respect to the Software or Services otherwise in connection with this Agreement.

(b) Licensor’s Indemnification. Licensor shall defend, indemnify and hold Licensee, its affiliates, and their directors, officers, employees and agents harmless from and against any claims, demands, suits and costs, including attorney’s fees, arising out of any third-party claim that the Software or the Services provided infringe, misappropriate or otherwise violate such third-party’s intellectual property rights. This Paragraph 21(b) shall NOT apply to the extent that the alleged infringement arises from: (i) Third-Party materials, (ii) combination, operation, or use of the Software in or with, any technology (including any software, hardware, firmware, system, or network) or service not provided by Licensor, (iii) modification of the Software other than by Licensor, (iv) use of the Software after Licensor's notice to Licensee of such activity's alleged or actual infringement, misappropriation, or other violation of a third party's rights; (v) negligence, abuse, misapplication, or misuse of the Software or Documentation by or on behalf of Licensee, Licensee's Representatives, or a third party; or (vi) Third-Party Claims or Losses for which Licensee is obligated to indemnify Licensor pursuant to Paragraph 21(a).

(c) Licensee shall (x) promptly notify Licensor of any and all threats, claims and proceedings related thereto, provided, however, that the failure to so notify will only relieve Licensor of its obligations under this Paragraph if and to the extent that Licensor is prejudiced thereby, (y) be reasonably cooperative, and (z) allow Licensor at Licensor’s expense to control the defense and all negotiations and decisions regarding a settlement or compromise; provided, however, that Licensor will not consent to the entry of any judgment on or enter into any settlement with respect to any such claim without the prior written consent of Licensee (not to be unreasonably withheld) unless the judgment or proposed settlement involves only the payment of money damages and does not impose an injunction or other equitable relief upon Licensee.

Export and Import Control Laws and Regulations

Licensee acknowledges that the laws and regulations of the United States restrict the export and re-export of commodities and technical data of United States origin, including the Software and any related applications. Without limiting the foregoing, Licensee acknowledges that the Software and any related applications are or may be an "encryption item" subject to controls under the Export Administration Regulations promulgated by the U.S. Department of Commerce. Licensee agrees not to export or re-export the Software or any related applications in any form in violation of the export laws of the United States or any foreign jurisdiction.

Health Insurance Portability and Accountability Act of 1996 (“HIPAA”)

If Licensee is a Covered Entity (as defined by HIPAA) and provides individually identifiable health information or PHI (each as defined by HIPAA) to Licensor as a Business Associate (as defined by HIPAA), then the parties hereto agree to enter into the Licensor’s standard Business Associate Agreement.

Successors and Assigns.

Except as otherwise specifically provided in this Agreement and the Order Form, the terms, covenants and conditions contained in this Agreement or the Order Form shall apply to and bind the heirs, successors, executors, administrators and assigns of the Parties. Notwithstanding anything to the contrary, Licensor shall have the right to assign this Agreement and the Order Form, without the Consent of the Licensee, to a successor in interest pursuant to a future sale, merger, conveyance, or other transfer of the Licensor’s business assets and/ or pursuant to a change of ownership of the Licensor. Licensee shall not assign this Agreement or the Order Form to any third party without the prior written consent of the Licensor.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of Wisconsin.

Dispute Resolution

In the event of any dispute arising out of or relating to this Agreement, the affected party shall promptly notify the other party (the date of such notice being the "Notice Date"), and the parties shall attempt in good faith to resolve the matter. Any disputes not so resolved shall be referred to senior executives, who shall meet at a mutually acceptable time and location within thirty (30) days of the Notice Date and shall attempt to negotiate a settlement. If the senior executives fail to meet within thirty (30) days of the Notice Date, or if the matter remains unresolved for a period of sixty (60) days after the Notice Date, the parties hereby irrevocably submit to the jurisdiction of a court of competent jurisdiction in Kenosha County, State of Wisconsin, and, by execution and delivery of this Agreement, each (a) accepts, generally and unconditionally, the jurisdiction of such court and any related appellate court, and (b) irrevocably waives any objection it may now or hereafter have as to the venue of any such suit, action or proceeding brought in such court or that such court is an inconvenient forum.

Survival

Paragraphs 5(c), 6, 7, 8, 10, 11, 12, 13, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27 and 28 shall survive the termination of this Agreement and Order Form for any reason.

Contradiction

If there is any contradiction between this Agreement and the Order Form, the terms and conditions of the Order Form shall take precedence to the extent of such contradiction.

IMPORTANT – READ CAREFULLY: Your purchase and use of the software and services is conditioned upon your compliance with and acceptance of this agreement.

Recitals

A. OccuPro, LLC (“Licensor”) has developed programming and protocols for the assessment and rehabilitation of clients which includes a web-based software application (“Software”), procedure manuals, documents and training programming (collectively “Services”). B. The client (“Licensee”) agrees to obtain a license to the Software and to utilize the Licensor’s Services as may be more particularly identified in an Order Form (as defined below), and Licensor agrees to grant a license to the Software to Licensee and to provide Services, in accordance with the terms and conditions stated herein.

Agreement

Introduction

This Service Agreement (“Agreement”) governs the purchase and use of the Software and/or related Services. The Software and/or related Services may be purchased by: (a) executing an order form, work order or statement of work (for purposes of this Agreement each shall be referred to as an “Order Form”); or (b) using the Software and/or related Services. The individual or legal entity executing an Order Form or opening an account for Services under this Agreement shall be referred to as “Licensee” in this Agreement. Each Order Form shall incorporate this Agreement by reference, each Order Form shall govern and control in case of conflict with this Agreement, and each Order Form, in conjunction with this Agreement shall form a separate agreement between the parties that execute the applicable Order Form. Please read this Agreement carefully before executing an Order Form or installing, accessing, or otherwise using the Software and/or related Services. By executing an Order Form or installing, accessing, or otherwise using the Software and/or related Services, Licensee agrees to be bound by this Agreement. Please maintain a copy for your records. If you (Licensee) do not agree with the terms of this Agreement, do not use the Software and/or related Services.

Service Description

This Agreement governs the purchase and use of the Licensor’s Software and/or related Services set forth in the applicable Order Form or used by Licensee if no such Order Form has been executed. Licensor may alter, expand, or reduce the features of the Software and/or related Services from time to time without notice to Licensee. Licensee agrees that Licensor’s obligation to provide Software and/or related Services is conditioned upon Licensee providing all information and assistance reasonably required to install the Software and/or perform the related Services and Licensee’s compliance with standards set forth by Licensor regarding hardware compatibility and installation requirements and Licensee hereby agrees to timely provide all such information, assistance and compliance.

License Grant

Subject to and conditioned upon Licensee’s payment of any and all appropriate license fees and compliance with all other terms and conditions of this Agreement, Licensor hereby grants to Licensee a non-exclusive, non-transferable, non-sublicensable, non-assignable limited license to use and access those features of the Software selected on the Order Form solely in connection with Licensee's location(s) as outlined in the Order Form. Licensee may purchase licenses for additional features of the Software or for additional locations by paying the appropriate software implementation and license fees for such features or locations.

Term

This Agreement shall commence upon payment of the appropriate license fees and shall remain in effect for a period of three (3) years (the "Term") unless otherwise stated in the Order Form, in which case the term shall be as indicated in the Order Form. Licensee may renew this Agreement upon payment of the appropriate license fees within thirty (30) days prior to expiration of the Term in which case, this Agreement shall renew for a term of three (3) years.

Termination

(a) Termination by Mutual Agreement. This Agreement may be terminated with 30 day written notice, at any time by mutual consent of the parties hereto, provided that such consent to terminate is in writing and is signed by each of the parties hereto.

(b) Termination for Default. Either party may terminate this Agreement upon thirty (30) days written notice if the other party is in material breach of any term or condition of this Agreement and fails to cure such material breach during such 30-day period. Licensee shall be considered to be in material default under the terms of this Agreement if Licensee does not make any payment when due and payable or otherwise fails to perform any of its obligations under this Agreement. Licensor shall be in material breach if those features of the Software described in the sales literature do not consistently work as described in the sales literature and such failure is not caused by the negligence of the Licensee or the Licensee’s failure to adhere to the terms of this Agreement.

(c) Effect of Termination. Termination of this Agreement shall not result in a termination of any rights and obligations of the Parties as set forth herein or any liabilities and obligations (whether a payment obligation or otherwise) that have accrued prior to termination and, in the event of Licensee default, Licensee’s payment obligations through the remainder of the Term of this Agreement. Upon expiration or termination of this Agreement, Licensee shall, (i) immediately cease all use of the Software; and (ii) return all documentation pertaining to the Software to Licensor, or at Licensor’s written request destroy, and permanently erase from all devices and systems Licensee directly or indirectly controls, the Software, documentation and Licensor's Confidential Information, including all documents, files, and tangible materials (and any partial and complete copies) containing, reflecting, incorporating, or based on any of the foregoing, whether or not modified or merged into other materials; (iii) Licensee shall certify in writing to Licensor that has complied with all requirements of this Section 5(c); and (iv) Licensor shall have the right to disable Licensee's user name and password. Upon termination for any reason, including without limitation to Licensor's material breach, Licensee shall be obligated to pay Licensor for all outstanding software setup fees, license fees, installment payments, service or training fees, interest and costs as set forth in this Agreement. In addition, in the event of Licensee breach, Licensee shall be liable for all license fees up through the end of the Term of this Agreement.

License Restrictions

Licensee may not use or copy the Software, in whole or in part, except as expressly provided for in this Agreement. Licensee may not modify, correct, translate, reverse engineer, reverse compile, reverse assemble, decompile, disassemble or create derivative works of the Software or otherwise attempt to defeat, avoid, by-pass, remove, deactivate or otherwise circumvent any software protection mechanisms in the Software, including, without limitation, any such mechanism used to restrict or control the functionality of the Software or derive the source code or the underlying ideas, algorithms, structure or organization form of the Software. Licensee agrees to use the Software only for Licensee’s own internal business operations. Licensee shall not rent, lease, sell, distribute or re-license the Software or use the Software to provide assessments, data processing, outsourcing, hosting services or training to third parties. Licensee shall not permit any parent, subsidiary, affiliated entity or third party to use the Software, process or permit to be processed the data of any other party through the Software. Licensee agrees that it shall not have the right to alter, maintain, enhance or otherwise modify the Software without the prior written consent of Licensor, which consent may be withheld or granted in the sole and absolute discretion of Licensor. Licensee agrees that is shall not use the Software for purposes of developing and/or providing a competitive software product or service, or any other purpose that is detrimental or commercially disadvantageous for the Licensor. Licensee agrees not to use the Software in any manner that infringes, misappropriates or violates any Intellectual Property Right of any other person or party. Licensee agrees not to use the Software in a manner that violates any applicable Law. Further, no license, right or interest in any Licensor’s trademarks, trade names or service marks is granted hereunder including but not limited to OccuPro™, Functional Progress Note™ and/or Functional Discharge Summary™ without Licensor’s express written consent.

Licensor Rights

Licensor shall at all times maintain the right to: (a) grant additional licenses for the Software (including any previous or subsequent versions of the Software) anywhere in the world to any party it desires and at any rate it desires; (b) access, copy, display, execute, install, load, transmit, host, store, and otherwise use the Software; (c) modify, improve, interpret, compile, recompile, and create derivative works from, the Software in source code form and to create one or more derivative products; (d) to merge, combine, incorporate, embed and/or integrate the Software and any derivative works from the Software into any derivative products; (e) to use, manufacture, reproduce (in any medium), have reproduced, display, perform, sell, market, license and otherwise transfer and/or distribute one or more derivative products; and (f) to use, manufacture, reproduce (in any medium), have reproduced, display, perform, sell, market, license and otherwise transfer and/or distribute the Software (including any incorporated portion of the Software) in source or object code form.

Licensee Use Obligations

Licensee agrees not to misuse the Software, or content that Licensor provides to Licensee under this Agreement. Examples of such misuse shall include, but are not limited to: (a) copy, modify, host, stream, sublicense, or resell the Software or its content; (b) enable or allow others to use the Software using Licensee account information; (c) access or attempt to access the Software by any means other than the interface provided or authorized by Licensor; (d) circumvent any access or use restrictions put into place to prevent certain uses of the Software; (e) share content or engage in behavior that violates Licensor’s Intellectual Property Rights (“Intellectual Property Rights” means copyright, moral rights, trademark, trade dress, patent, trade secret, unfair competition, right of privacy, right of publicity, and any other proprietary rights); (f) upload or share any content through the Software that is unlawful, harmful, threatening, abusive, tortious, defamatory, libelous, vulgar, lewd, profane, invasive of another’s privacy, or hateful; (g) impersonate any person or entity, or falsely state or otherwise misrepresent your affiliation with a person or entity; (h) attempt to disable, impair, or destroy the Software; (i) disrupt, interfere with, or inhibit any other user from using the Software; (j) use any data mining or similar data gathering and extraction methods in connection with the Software™; or (k) violate applicable law.

Right to Identify Licensee in Advertising

Licensor shall have the right to identify Licensee as a client on Licensor’s website and in Licensor’s marketing materials and advertising.

Title to Software

Licensee agrees that aspects of the Software and its related documentation, including the specific design and structure of individual programs, constitute trade secrets of Licensor. Licensee agrees not to disclose, provide, or otherwise make available such trade secrets in any form to any third party without the prior written consent of Licensor. Licensee agrees to implement reasonable security measures to protect such trade secrets. Except for the rights and licenses granted herein, Licensor retains all right, title and interest in and to any and all portions of the Software and the documentation.

Title to Derivative Products

Licensor shall own all right, title and interest in and to any and all portions of “Derivative Products”. For purposes of this Paragraph 11, Derivative Products shall mean any computer program in object code or source code form developed by or for Licensee which is a replication, modification of or enhancement to the Software.

Obligations of Lincesee

Licensee (a) acknowledges that the Software (including any previous or subsequent versions) contains valuable proprietary information, and (b) agrees not to disclose the source code of the Software (including previous and subsequent versions) to anyone other than those of its assigns (as expressly permitted herein), its employees or consultants, having a need to know for purposes consistent with this Agreement. Licensee shall exercise reasonable care to protect the confidential information related to the Software from disclosure to third parties; and no such disclosure shall be made without Licensor’s written permission. All written documents containing Licensor’s confidential information and other material in tangible form received by Licensee under this Agreement shall remain the property of the Licensor, and such documents and materials, together with copies of excerpts thereof, shall promptly be returned to Licensor upon request, except one copy may be retained for archival purposes.

Beta Version

Licensee acknowledges and agrees that certain portions or features of the Software may be trial, beta releases and/or upgrades to software. Licensee agrees to provide timely feedback, which may include bug reports, conferences with Licensor representatives and written evaluations, to Licensor in relation to beta portions or upgrades of the Software. Licensee acknowledges and agrees that all such feedback shall become the property of Licensor and that, unless otherwise mutually agreed by the parties, Licensor shall have no confidentiality obligations with respect to such feedback. Licensee agrees that Licensor and its designees will be free to copy, modify, create derivative works, publicly display, disclose, distribute, license and sublicense through multiple tiers of distribution and licensees, incorporate and otherwise use the feedback. Licensee will at all times, including during and after the term of this Agreement, keep the Software, all information relating to Licensee's use of the Software including any benchmarks, performance results and other information, confidential unless otherwise expressly agreed in writing by Licensor or until such time that Licensor makes this information available to the public.

Support

Provided that Licensee is current with all software setup fees, license fees, installment fees, support fees and any other fees identified in the Order Form and is not in material breach of this Agreement, Licensor agrees to provide Licensee with the technical support and storage as identified in the Order Form. Licensor attempts to respond to any email or phone support question after receipt of a technical support question within one business day. Further, Licensor will make reasonable attempts to remedy software issues as they arise. From time-to-time Licensor will deploy upgraded versions of web-based software and will review any input from Licensee in regards to it’s viability for said deployments as features in said deployments. Licensee agrees to reasonably cooperate with Licensor for software upgrade implementation and fixes.

Training

Licensor shall provide training for Licensee as outlined in the Order Form.

Ownership

The Software is protected by copyright and is proprietary and confidential to Licensor. All rights, title and interest in and to the Software (including associated intellectual property rights) are and will remain vested in Licensor or Licensor's affiliated companies or assigns. Nothing contained in this Agreement shall grant Licensee the right to use any Licensor trademark. Licensee agrees that it will not use, or knowingly allow others to use, the Software, its content or any documentation, any of Licensor's trademarks or any related data or documentation for the purpose of creating similar software, programs, assessments, strategies or materials which is competitive with Licensor's Software and assessment program, and further will not furnish any information, data or copies of documentation to any third party to assist in the creation or design of competitive software, assessment programs, strategies or materials. Licensee hereby unconditionally and irrevocably assigns to Licensor, its entire right, title and interest in and to any and all intellectual property rights (including without limitation, derivative works) that Licensee may have now or may have in the future in or relating to the Software or Services, whether held or acquired by the operation of law, contract, assignment or otherwise. This Paragraph 16 shall survive expiration or termination of this Agreement.

No Warranty

(a) Web Based Software. THE SOFTWARE IS PROVIDED "AS IS" AND "WITH ALL FAULTS" AND WITHOUT ANY WARRANTY. LICENSEE UNDERSTANDS AND AGREES THAT LICENSOR'S SERVICES AND SUPPORT ARE PROVIDED "AS IS" AND "AS AVAILABLE". LICENSOR AND ITS SUPPLIERS EXPRESSLY DISCLAIM ALL WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT. LICENSOR MAKES NO WARRANTY OR REPRESENTATION REGARDING ANY INFORMATION, MATERIALS, GOODS OR SERVICES OBTAINED THROUGH LICENSOR OR THE SOFTWARE, OR THAT THE SOFTWARE WILL MEET ANY OF LICENSEE’S REQUIREMENTS, OR BE UNINTERRUPTED, TIMELY, SECURE OR ERROR FREE. USE OF LICENSOR’S SOFTWARE IS AT LICENSEE’S SOLE RISK. LICENSOR IS NOT LIABLE FOR ACTS OR OMISSIONS OF OTHER SERVICE PROVIDERS, FOR INFORMATION OR CONTENT OF COMMUNICATIONS, THIRD PARTY SERVICES, EQUIPMENT FAILURE OR MODIFICATION, OR CAUSES BEYOND LICENSOR’S REASONABLE CONTROL.

(b) Licensee Reports. Without limitation, to the fullest extent allowable by law, Licensee assumes the entire risk as to the content of all reports performed by Licensee, with the software, for dissemination to Licensee's customers.

Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL LICENSOR, OR ITS SUPPLIERS OR AFFILIATES, BE LIABLE FOR INDIRECT, PUNITIVE, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES WHATSOEVER (INCLUDING WITHOUT LIMITATION, DAMAGE FOR LOSS OF PROFITS OR DATA, BUSINESS INTERRUPTION, LOSS OF BUSINESS INFORMATION, COST OF COVER OR ANY OTHER PECUNIARY LOSS) ARISING OUT OF, OR RESULTING FROM THE SOFTWARE, SERVICES OR THIS AGREEMENT WHETHER ARISING IN TORT (INCLUDING NEGLIGENCE, STRICT LIABILITY OR PRODUCT LIABILITY), CONTRACT OR ANY OTHER LEGAL THEORY, EVEN IF LICENSOR HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. EXCEPT FOR DAMAGES THAT MAY NOT BE EXCLUDED BY LAW, LICENSEE AGREES THAT ALL DAMAGES ARE EXCLUDED EXCEPT FOR THE DIRECT DAMAGES THAT ARE ACTUALLY INCURRED BY LICENSEE IN REASONABLE RELIANCE IN AN AMOUNT NOT TO EXCEED 50% OF THE LICENSING FEES PAID BY LICENSEE UNDER THIS AGREEMENT DURING THE SIX (6) MONTHS IMMEDIATELY PRECEDING THE FILING OF SUCH CLAIM REGARDLESS OF THE FORM OF ACTION OR CLAIM (E.G., CONTRACT, WARRANTY, TORT, STRICT LIABILITY, NEGLIGENCE, FRAUD, OR OTHER LEGAL THEORY).

Other Disclaimers

Notwithstanding anything in this Agreement to the contrary, nothing in this Agreement shall be construed as: (a) A warranty or representation that the Software, Services or anything made, used, sold or otherwise disposed of under this Agreement will or will not infringe patents, copyrights or other rights of third parties; or (b) An obligation to furnish any know-how or technology not provided in the Software and/or Services, to bring or prosecute actions or suits against third parties for copyright infringement or to provide any services other than those specified in this Agreement.

Confidentiality

Either party ("Recipient") may gain access to Confidential Information of the other party ("Disclosing Party"), with the agreement of the Disclosing Party. For purposes of this Agreement “Confidential Information” means information, in any form or medium (whether oral, written, electronic or other) that the Disclosing Party considers confidential or proprietary relating to the Disclosing Party’s business affairs, technology, know-how, customers, vendors, finances, properties, procedures, operations, pricing, strategies, techniques, trade secrets or other proprietary or business information (Except as otherwise stated herein, Recipient will not, directly or indirectly, disclose, or cause to be disclosed, any Confidential Information of the Disclosing Party to any third party and will themselves use the Confidential Information only to carry out those purposes contemplated by this Agreement.

(a) Except as otherwise stated herein, Licensee and Licensor agree that all Confidential Information disclosed pursuant to this Agreement will, at all times, remain the exclusive property of the Disclosing Party and that, in receiving any such Confidential Information, the Recipient will not acquire any interest in such Confidential Information whatsoever except as provided in this Agreement.

(b) Licensee and Licensor agree that the restrictions described in this section will remain in force during this Agreement and subsequent to its termination unless and until such time as the Confidential Information becomes generally available to the public through no fault of the Recipient.

(c) Notwithstanding the forgoing, Licensee agrees that Licensor may place Licensee’s name, licensed clinic location and contact information on Licensor’s public website (www.occupro.net) in an effort to promote Licensee’s accomplishments in obtaining Software and training. Licensee’s information may be placed on said public website within the service network, within news and events, and within disseminated bulk e-mails. Licensee also agrees to have the identification of trained individuals placed within the service network under Licensees location and contact information with the individual’s level of certification, within news and events and within bulk e-mails. Licensee also agrees that when an individual employed by Licensee achieves higher levels of certification through Licensor that news releases and bulk e-mails may be sent in regards to their level of certification.

Indemnification

(a) Licensee’s Indemnification. Licensee agrees to indemnify, defend and hold Licensor and its affiliates and their officers, director, employees and suppliers harmless from any and all claims, actions, suits, proceedings, costs, expenses, damages and liabilities, including reasonable attorneys' fees, which arise out of or relate to: (i) Licensee’s use of the Software (including without limitation, any person accessing the Software using Licensee’s accounts); (ii) any actual or alleged violation of this Agreement or law, rule or regulation by Licensee (including without limitation, any person accessing the Software using Licensee’s accounts); (iii) any actual or alleged infringement or violation by Licensee (including without limitation, any person accessing the Software using Licensee’s accounts) of any intellectual property, privacy or other right of any person or entity; (iv) information or content that Licensee submits, posts, transmits or makes available through the Software; (v) Licensee’s breach of this Agreement; and/ or (vi) the negligence/gross negligence, abuse, misapplication, misuse or more culpable act or omission (including recklessness or willful misconduct) by or on behalf of Licensee or any of its Representatives with respect to the Software or Services otherwise in connection with this Agreement.

(b) Licensor’s Indemnification. Licensor shall defend, indemnify and hold Licensee, its affiliates, and their directors, officers, employees and agents harmless from and against any claims, demands, suits and costs, including attorney’s fees, arising out of any third-party claim that the Software or the Services provided infringe, misappropriate or otherwise violate such third-party’s intellectual property rights. This Paragraph 21(b) shall NOT apply to the extent that the alleged infringement arises from: (i) Third-Party materials, (ii) combination, operation, or use of the Software in or with, any technology (including any software, hardware, firmware, system, or network) or service not provided by Licensor, (iii) modification of the Software other than by Licensor, (iv) use of the Software after Licensor's notice to Licensee of such activity's alleged or actual infringement, misappropriation, or other violation of a third party's rights; (v) negligence, abuse, misapplication, or misuse of the Software or Documentation by or on behalf of Licensee, Licensee's Representatives, or a third party; or (vi) Third-Party Claims or Losses for which Licensee is obligated to indemnify Licensor pursuant to Paragraph 21(a).

(c) Licensee shall (x) promptly notify Licensor of any and all threats, claims and proceedings related thereto, provided, however, that the failure to so notify will only relieve Licensor of its obligations under this Paragraph if and to the extent that Licensor is prejudiced thereby, (y) be reasonably cooperative, and (z) allow Licensor at Licensor’s expense to control the defense and all negotiations and decisions regarding a settlement or compromise; provided, however, that Licensor will not consent to the entry of any judgment on or enter into any settlement with respect to any such claim without the prior written consent of Licensee (not to be unreasonably withheld) unless the judgment or proposed settlement involves only the payment of money damages and does not impose an injunction or other equitable relief upon Licensee.

Export and Import Control Laws and Regulations

Licensee acknowledges that the laws and regulations of the United States restrict the export and re-export of commodities and technical data of United States origin, including the Software and any related applications. Without limiting the foregoing, Licensee acknowledges that the Software and any related applications are or may be an "encryption item" subject to controls under the Export Administration Regulations promulgated by the U.S. Department of Commerce. Licensee agrees not to export or re-export the Software or any related applications in any form in violation of the export laws of the United States or any foreign jurisdiction.

Health Insurance Portability and Accountability Act of 1996 (“HIPAA”)

If Licensee is a Covered Entity (as defined by HIPAA) and provides individually identifiable health information or PHI (each as defined by HIPAA) to Licensor as a Business Associate (as defined by HIPAA), then the parties hereto agree to enter into the Licensor’s standard Business Associate Agreement.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of Wisconsin.

Dispute Resolution

In the event of any dispute arising out of or relating to this Agreement, the affected party shall promptly notify the other party (the date of such notice being the "Notice Date"), and the parties shall attempt in good faith to resolve the matter. Any disputes not so resolved shall be referred to senior executives, who shall meet at a mutually acceptable time and location within thirty (30) days of the Notice Date and shall attempt to negotiate a settlement. If the senior executives fail to meet within thirty (30) days of the Notice Date, or if the matter remains unresolved for a period of sixty (60) days after the Notice Date, the parties hereby irrevocably submit to the jurisdiction of a court of competent jurisdiction in Kenosha County, State of Wisconsin, and, by execution and delivery of this Agreement, each (a) accepts, generally and unconditionally, the jurisdiction of such court and any related appellate court, and (b) irrevocably waives any objection it may now or hereafter have as to the venue of any such suit, action or proceeding brought in such court or that such court is an inconvenient forum.

Survival

Paragraphs 5(c), 6, 7, 8, 10, 11, 12, 13, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25 shall survive the termination of this Agreement and Order Form for any reason.

This HIPAA Business Associate Agreement (the “Agreement”) is entered into on the date the order form is signed ("Effective Date") by and between Licensee, (“Covered Entity”), and OCCUPRO, LLC, a Wisconsin limited liability company (“Business Associate”) (each a “Party” and collectively the “Parties”).

Background

Business Associate performs functions, activities or services for, or on behalf of Covered Entity and Business Associate creates, receives, maintains, or transmits Protected Health Information ("PHI"), including Electronic Protected Health Information ("EPHI"), in order to perform such functions, activities or services (referred to collectively as the "Services"). The purpose of this Agreement is to set forth the terms and conditions of disclosure of PHI by Covered Entity to Business Associate, to set forth the terms and conditions of Business Associate's use and disclosure of PHI, and to ensure the confidentiality, integrity and availability of EPHI that Business Associate creates, receives, maintains or transmits on behalf of Covered Entity. It is the intent of Covered Entity and Business Associate that this Agreement will meet the requirements of the Health Insurance Portability and Accountability Act of 1996 (“HIPAA”), the American Recovery and Reinvestment Act of 2009, Public Law 111-5 ("ARRA"), the Privacy Rule, and the Security Rule, 45 C.F.R. Parts 160 and 164.

Definitions

Terms used, but not otherwise defined, in this Agreement shall have the same meaning as those terms in HIPAA, ARRA, the Privacy Rule, and the Security Rule. Following are some of the key terms of this Agreement.

2.1: Individual. “Individual” shall have the same meaning as the term “individual” in 45 C.F.R. § 160.103 and shall include a person who qualifies as a personal representative in accordance with 45 C.F.R. § 164.502(g).

2.2: Limited Data Set. "Limited Data Set" shall have the same meaning as a "limited data set" described in 45 C.F.R. § 164.514(e)(2).

2.3: Minimum Necessary. “Minimum Necessary” shall have the same meaning as "minimum necessary" described in 45 C.F.R. § 164.502(b) and Section 13405(b) of ARRA.

2.4: Privacy Rule. “Privacy Rule” shall mean the Standards for Privacy of Individually Identifiable Health Information at 45 C.F.R. Parts 160 and Part 164, subparts A and E.

2.5: Security Rule. “Security Rule” shall mean the Security Standards for the Protection of EPHI at 45 C.F.R. Parts 160 and 164, subparts A and C.

2.6: Protected Health Information. “Protected Health Information” or “PHI” shall have the same meaning as the term “protected health information” in 45 C.F.R. § 160.103, but shall be limited to the information created, received, maintained, or transmitted by Business Associate on behalf of Covered Entity.

2.7: Electronic Protected Health Information. “Electronic Protected Health Information” or “EPHI” shall have the same meaning as the term “electronic protected health information” in 45 C.F.R. § 160.103, but shall be limited to the EPHI that Business Associate creates, receives, maintains, or transmits on behalf of Covered Entity.

2.8: Required By Law. “Required By Law” shall have the same meaning as the term “required by law” in 45 C.F.R. § 164.103.

2.9: Secretary. “Secretary” shall mean the Secretary of the United States Department of Health and Human Services or his designee.

2.10: Security Incident. “Security Incident” shall have the same meaning as “security incident” in 45 C.F.R. § 164.304.

2.11: Subcontractor. "Subcontractor" shall have the same meaning as "subcontractor" in 45 C.F.R. § 160.103.

Obligations and Activities of Business Associate

3.1: Use and Disclosure. Business Associate agrees to not use or disclose PHI other than as permitted or required by this Agreement and any underlying agreement(s) related to the Services, or as Required By Law. Business Associate shall also comply, where applicable, with the Privacy Rule and the Security Rule.

3.2: Safeguards. Business Associate agrees to use appropriate safeguards and comply, where applicable, with 45 C.F.R. Part 164 Subpart C with respect to EPHI, to prevent use or disclosure of the information other than as provided for by this Agreement.

3.3: Business Associate's Reporting Obligations.

  • (a) Reports of Non-Permitted Use or Disclosure. Business Associate agrees to report to Covered Entity any use or disclosure of the PHI not provided for by this Agreement without unreasonable delay and in no case longer than five (5) calendar days after discovery. Where applicable, such report shall comply with the requirements outlined in Sections 3.3(b) and 3.3(c).
  • (b) Reports of Breach of Unsecured PHI.
    1. For purposes of this section, "Breach" and "Unsecured PHI" shall have the same meaning as "breach" and "unsecured protected health information," respectively, as such terms are defined by 45 C.F.R. § 164.402.
    2. Following the discovery of a Breach of Unsecured PHI, Business Associate shall notify Covered Entity of the Breach. Such notification shall be made as soon as reasonably practicable after discovering the Breach, but no later than five (5) calendar days after its discovery.
    3. Business Associate’s notice shall include, to the extent possible, the identification of each Individual whose Unsecured PHI has been, or is reasonably believed by Business Associate to have been, accessed, acquired, used, or disclosed during or as a result of the Breach. Business Associate shall also provide Covered Entity with at least the following information: a description of the Breach, including the date of Breach and the date of discovery of the Breach, if known; a description of the types of Unsecured PHI involved in the Breach; any steps Individuals should take to protect themselves from potential harm resulting from the Breach; a brief description of what Business Associate is doing to investigate the Breach, to mitigate harm to Individuals, and to protect against any further Breaches; and any other information requested by Covered Entity related to the Breach. Business Associate shall supplement such notice with additional information as it becomes available, even if such information becomes available after Individuals have been notified of the Breach.
    4. Business Associate agrees to cooperate with Covered Entity in the investigation of a Breach of Unsecured PHI and to cooperate with and participate in, to the extent requested by Covered Entity, the notification of Individuals, the media, and the Secretary of any Breach of Unsecured PHI.
    5. In the event that: (i) a Breach of Unsecured PHI occurs because of the action or inaction of Business Associate, its employees, agents, representatives, or Subcontractors; or (ii) a Breach occurs involving Unsecured PHI in Business Associate's possession, or PHI created, maintained, transmitted, or received by Business Associate or its employees, agents, representatives, or Subcontractors, Business Associate agrees that Covered Entity may, in its sole discretion, require Business Associate to provide such notification as may be required of Covered Entity by 45 C.F.R. §§ 164.404, 164.406, and 164.408 at Business Associate's sole cost and expense. Covered Entity shall have the right to review, direct, and approve or reject the contents or manner of such notification.
  • (c) Reports of Security Incidents. Business Associate agrees to report to Covered Entity any Security Incident of which it becomes aware without unreasonable delay and in no case longer than five (5) calendar days after discovery. Where applicable, such report shall comply with the requirements outlined in Sections 3.3(a) and 3.3(b).

3.4: Subcontractors. Business Associate agrees to ensure that any Subcontractor that creates, receives, maintains, or transmits PHI (including EPHI) on behalf of Business Associate agrees to the same restrictions and conditions that apply through this Agreement to Business Associate with respect to such information, including but not limited to, compliance with the applicable requirements of 45 C.F.R. Parts 160 and 164. Such agreement between Business Associate and the Subcontractor must be made in writing and must comply with the terms of this Agreement and the requirements outlined in 45 C.F.R. §§ 164.504(e) and 164.314.

3.5: Designated Record Set.

  • (a) If Business Associate maintains PHI in a Designated Record Set, Business Associate agrees to provide access, at the request of Covered Entity and in the time and manner designated by Covered Entity, to PHI in a Designated Record Set, to Covered Entity or, as directed by Covered Entity, to an Individual in order to meet the requirements under 45 C.F.R. § 164.524.
  • (b) If Business Associate maintains PHI in a Designated Record Set, Business Associate agrees to make available such PHI for amendment and incorporate any amendment(s) to PHI in a Designated Record Set that Covered Entity directs or agrees to pursuant to 45 C.F.R. § 164.526 at the request of Covered Entity or an Individual, and in the time and manner designated by Covered Entity.

3.6: Accounting of Disclosures.

  • (a) Business Associate agrees to document such disclosures of PHI and information related to such disclosures as would be required for Covered Entity to respond to a request by an Individual for an accounting of disclosures of PHI in accordance with 45 C.F.R. § 164.528.
  • (b) Business Associate agrees to provide to Covered Entity or an Individual, in the time and manner designated by Covered Entity, information collected in accordance with Section 3.6(a) of this Agreement, to permit Covered Entity to respond to a request by an Individual for an accounting of disclosures of PHI in accordance with 45 C.F.R. § 164.528.

3.7: Compliance with Law. To the extent Business Associate is to carry out Covered Entity's obligations under the Privacy Rule, Business Associate will comply with the Privacy Rule's requirements that apply to Covered Entity in the performance of such obligation.

3.8: Internal Practices. Business Associate agrees to make internal practices, books, and records, including policies and procedures, relating to the use and disclosure of PHI received from, or created or received by Business Associate on behalf of, Covered Entity available to Covered Entity, or to the Secretary, in a time and manner selected by Covered Entity or designated by the Secretary, for purposes of the Secretary determining Covered Entity's and Business Associate's compliance with the Privacy Rule and Security Rule.

3.9: Mitigation. Business Associate agrees to mitigate, to the extent practicable, any harmful effect that is known to Business Associate of a use or disclosure of PHI by Business Associate in violation of the requirements of this Agreement.

3.10: Prohibition on the Sale of PHI. Business Associate agrees that it shall not, directly or indirectly, receive remuneration in exchange for any PHI of Covered Entity except as otherwise permitted by the Privacy Rule and as approved in writing by Covered Entity.

3.11: Conditions on Marketing and Fundraising Communications. Business Associate shall not use or disclose PHI for the purpose of making a communication about a product or service that encourages recipients of the communication to purchase or use the product or service or for fundraising communications unless such communication is permitted by the Privacy Rule and as approved in writing by Covered Entity.

Permitted Uses And Disclosures By Business Associate

4.1: General Use and Disclosure.

  • (a) Except as otherwise limited in this Agreement, Business Associate may use or disclose PHI to perform Services for, or on behalf of, Covered Entity as such services may be specified in any underlying agreement(s), provided that such use or disclosure would not violate the Privacy Rule or the Security Rule if done by Covered Entity.
  • (b) Business Associate must request, use, and disclose only the Minimum Necessary PHI to accomplish the intended purpose of the request, use, or disclosure. The Party disclosing PHI shall determine what constitutes the Minimum Necessary to accomplish the intended purpose of the disclosure.

4.2: Specific Use and Disclosure.

  • (a) Business Associate may use or disclose PHI to carry out Business Associate's legal responsibilities and for the proper management and administration of Business Associate, provided that any such disclosures are Required by Law, or Business Associate obtains written assurances from the person to whom the information is disclosed that it will remain confidential and used or further disclosed only as Required by Law or for the purpose for which it was disclosed to the person, and the person notifies Business Associate of any instances of which it becomes aware in which the confidentiality of the information has been breached.
  • (b) Business Associate may use PHI to provide Data Aggregation services to Covered Entity as permitted by 45 C.F.R. § 164.504(e)(2)(i)(B).
  • (c) Business Associate may use and disclose PHI to report violations of law to appropriate state and federal authorities, to the extent permitted or required by 45 C.F.R. § 164.502(j)(1) and state law.
Obligations Of Covered Entity

5.1: Privacy Practices. Upon request, Covered Entity shall provide Business Associate with the notice of privacy practices that Covered Entity produces in accordance with 45 C.F.R. § 164.520 and shall provide Business Associate with any changes to such notice to the extent such changes affect Business Associate’s permitted or required uses and disclosures.

5.2: Notice of Changes and Restrictions. Covered Entity shall notify Business Associate of any changes in, or revocation of, permission by Individual to use or disclose PHI, if such changes affect Business Associate’s permitted or required uses and disclosures. Such notification shall include any restriction that Covered Entity has agreed to in accordance with 45 C.F.R. § 164.522. If Business Associate receives a request to restrict the disclosure of PHI directly from an Individual, Business Associate shall promptly notify Covered Entity of such request and Covered Entity shall be responsible for making the determination, in accordance with the Privacy Rule, as to whether Business Associate shall comply with the Individual's request.

5.3: Permissible Requests by Covered Entity. Covered Entity shall not request Business Associate to use or disclose PHI in any manner that would not be permissible under the Privacy Rule or the Security Rule if done by Covered Entity, except that Business Associate may use or disclose PHI for data aggregation or management and administrative activities of Business Associate.

Term And Termination

6.1: Term. This Agreement shall be effective upon the Effective Date and shall remain in effect for the duration of the Services giving rise to the necessity of a Business Associate Agreement, and until all of the PHI provided by Covered Entity to Business Associate, or created or received by Business Associate on behalf of Covered Entity, is destroyed or returned to Covered Entity, or, if it is infeasible to return or destroy PHI, protections are extended to such information, in accordance with Section 6.3(b).

6.2: Termination.

  • (a) Termination Resulting from the End of Services. This Agreement shall terminate in the event that the underlying agreement(s) under which Covered Entity discloses PHI to Business Associate terminates for any reason, or if the Services that give rise to the necessity of a Business Associate Agreement terminate for any reason.
  • (b) Termination for Cause. Upon either Party’s knowledge of a material breach of this Agreement by the other Party, the non-breaching Party must either:
    1. Provide an opportunity for the breaching Party to cure the breach or end the violation, and if the breaching Party does not cure the breach or end the violation within the time specified by the non-breaching Party, the non-breaching Party shall terminate this Agreement and any underlying agreement(s); or
    2. Immediately terminate this Agreement and any underlying agreement(s).

6.3: Return or Destruction of PHI.

  • (a) Except as provided in paragraph (b) of this section, upon termination of this Agreement for any reason, Business Associate shall return or destroy all PHI received from Covered Entity, or created or received by Business Associate on behalf of Covered Entity, that Business Associate still maintains in any form. This provision shall also apply to PHI that is in the possession of Subcontractors of Business Associate. Business Associate shall retain no copies of the PHI.
  • (b) In the event that Business Associate determines that returning or destroying the PHI is infeasible, Business Associate shall provide to Covered Entity notification of the conditions that make return or destruction infeasible. Upon mutual agreement of the Parties that return or destruction of PHI is unfeasible, Business Associate and its Subcontractors shall extend the protections of this Agreement to such PHI and limit further uses and disclosures of such PHI to those purposes that make the return or destruction infeasible, for so long as Business Associate and/or its Subcontractors maintain such PHI.
Indemnification

Business Associate shall indemnify and hold harmless Covered Entity from any and all claims, causes of action, and demands whatsoever made for loss, damage, or injury to any person arising from a breach by Business Associate, or its Subcontractors, of its obligations under this Agreement.

Miscellaneous

8.1: Regulatory References. A reference in this Agreement to a section in the Privacy Rule, the Security Rule, HIPAA, or ARRA, or any other reference to a law or regulation, means the section or law as in effect as of the date of this Agreement or as subsequently amended.

8.2: Amendment. The Parties agree to take such action as is necessary to amend this Agreement from time to time to comply with the requirements of the Privacy Rule, the Security Rule, HIPAA, and ARRA.

8.3: Survival. The respective rights and obligations of Business Associate under Section 6.3 and Section 7 of this Agreement shall survive the termination of this Agreement.

8.4: Interpretation. Any ambiguity in this Agreement shall be resolved in favor of a meaning that permits compliance with the Privacy Rule, the Security Rule, HIPAA, and ARRA.

8.5: Relationship to Other Agreement Provisions. In the event that a provision of this Agreement is contrary to a provision of an underlying agreement or agreements under which Covered Entity discloses PHI to Business Associate, the provision of this Agreement shall control. Otherwise, this Agreement shall be construed under, and in accordance with, the terms of such underlying agreement or agreements between the Parties.

8.6: Prior Business Associate Agreements. Consistent with Section 8.5, this Agreement shall supersede any and all prior business associate agreement(s), or terms of other agreements addressing the privacy and security of PHI, between the Parties.

8.7: Modification of Agreement. No alteration, amendment or modification of the terms of this Agreement shall be valid or effective unless in writing and signed by Business Associate and Covered Entity.

8.8: Relationship of Parties. Business Associate, in furnishing services to Covered Entity, is acting as an independent contractor, and Business Associate has the sole right and obligation to supervise, manage, contract, direct, procure, perform, or cause to be performed, all work to be performed by Business Associate under this Agreement. Business Associate is not an agent of Covered Entity, and has no authority to represent Covered Entity as to any matters, except as expressly authorized in this Agreement.

8.9: Notices. Any notices required or permitted to be given under this Agreement by either Party shall be given in writing: (a) by personal delivery; (b) by electronic facsimile with confirmation sent by United States first class mail; (c) by bonded courier or nationally recognized overnight delivery service; or (d) by United States first class registered or certified mail, postage prepaid, return receipt requested, addressed to the Parties at the addresses set forth below or to such other addresses as the Parties may request in writing by notice pursuant to this Section 8.9. Notices shall be deemed received on the earliest of personal delivery, upon the next business day after delivery by electronic facsimile with confirmation that the transmission was completed or upon receipt by any other method of delivery.

8.10: Counterparts. This Agreement may be executed in two (2) or more counterparts, each of which shall be deemed an original and when taken together shall constitute one agreement.

8.11: Governing Law. This Agreement will be governed by and construed in accordance with the laws of Arizona.

8.12: No Offshore Work. In performing the Services for, or on behalf of, Covered Entity, Business Associate shall not, and shall not permit any of its Subcontractors, to transmit or make available any PHI to any entity or individual outside the United States without the prior written consent of Covered Entity.

IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be executed along with the standard order form by their duly authorized officers and made effective as of the Effective Date of the order form.