SEVENTH AMENDMENT TO PROJECT AGREEMENT (DETAILING – FIELD TEAM)
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
SEVENTH AMENDMENT TO
PROJECT AGREEMENT
(DETAILING – FIELD TEAM)
This Seventh Amendment (the “Amendment”) dated April 3, 2023 (the “Effective Date”) is made by and between Syneos Health Commercial Services, LLC, with an office at 000 Xxxxxx Xxxxx, Xxxxxxxx, X.X. 08873 (“Syneos Health”) and Agile Therapeutics, Inc. with an office located at 000 Xxxxxxx Xxxx Xxxx, Xxxxx 000, Xxxxxxxxx, Xxx Xxxxxx 00000 (the “Client”). Syneos Health and Client may each be referred to herein as a “Party” and, collectively, as the “Parties.”
W I T N E S S E T H:
WHEREAS, Syneos Health and Client are parties to a Project Agreement (Detailing – Field Team) made as of April 30, 2020, First Amendment to Project Agreement (Detailing – Field Team) dated June 1, 2020, Second Amendment to Project Agreement (Detailing – Field Team) dated January 1, 2021, Third Amendment to Project Agreement (Detailing – Field Team) dated July 1, 2021, Fourth Amendment to Project Agreement (Detailing – Field Team) dated September 1, 2021, Fifth Amendment to Project Agreement (Detailing – Field Team) dated February 1, 2022, and Sixth Amendment to Project Agreement (Detailing – Field Team) dated January 3, 2023 (collectively, the “Agreement”); and
WHEREAS, Syneos Health and Client desire to amend the Agreement as set forth herein.
NOW THEREFORE, in consideration of the premises and other good and valuable consideration, the receipt and adequacy of which is hereby acknowledged, it is agreed as follows:
“Notwithstanding Section 12(a)(i) of the MSA, pursuant to the payment terms set forth in Attachment F, Client specifically agrees to pay Syneos Health weekly the amount due and in the event such weekly payment is failed to be made, Syneos Health will provide a [***] grace period for Client to provide payment; thereafter if
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
payment is still not secured, Syneos Health reserves the right to terminate the Work Order within [***] notice to Client.”
Position | Headcount | Allocation |
Project Team | | |
Representatives | [***] | [***] |
EC Reps | [***] | [***] |
RSM | [***] | [***] |
NBD | [***] | [***] |
[Signature Page to Follow]
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
WHEREFORE, the parties hereto have caused this Amendment to be executed by their duly authorized representatives.
AGILE THERAPEUTICS, INC. | SYNEOS HEALTH COMMERCIAL SERVICES, LLC |
By: _/s/ Al Altomari_________________By: ____/s/ Xxxxx Xxxxxxx_________________
Name: Xx XxxxxxxxXxxx: Xxxxx Xxxxxxx
Title:Chairman and CEOTitle: Director, Customer Contract Management
Date: 9/22/2023Date: 9/28/2023
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
SECOND AMENDED AND RESTATED
EXHIBIT A-1
FIELD OPERATIONS SERVICES
1.0 | Executive Summary |
This Exhibit A-1 describes the scope of work, deliverables, and assumptions for field operations initial implementation and ongoing annual support for the Project (as defined in Section 3.1.1(a)). Any changes to the assumptions, deliverables, or scope of work described in this Exhibit A-1, or any new work request(s), will follow Section 3.1.1(d), Change Control Process of this Exhibit A-1.
2.0 | Scope of Services |
The following service areas are part of field operations initial implementation and ongoing annual support:
● | Operations Management |
● | Customer Relationship Management (CRM) |
● | Customer Master Source Data & Validation |
● | Travel and Expense Management |
● | Transparency Reporting |
● | Data Management |
● | Analytics and Reporting |
● | Targeting, Alignment and Call Plan Administration |
● | Incentive Compensation Management |
● | Field Support Services |
● | Technology Training Services |
● | LMS System Support |
● | Quality Management and Assurance |
● | Field Trigger Email with Veeva Engage |
3.0 | Scope of Work Definition |
3.1 | Operations Management |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
3.1.1 | As part of operations management, Syneos Health will provide the following: |
(a)Project Management. Syneos Health will provide a fully integrated project management approach for the implementation of the operations services (the “Project”) including the following:
(1)Leadership of Project kick-off meeting to include review of scope, timelines, and assumptions for each functional area, Sales Team member introduction, and status reporting formats and meetings.
(2)Integration of all Project activity, timelines, and deliverables across all functional areas into a consolidated Project schedule.
(3)Leadership, facilitation, and documentation of all meetings, including meeting notes and action items.
(4)Management of the Project schedule including task management, escalation of issues, risk identification, and interdependencies through Project documentation including:
(i)Issue tracker;
(ii)Milestone tracker; and
(iii)Action item tracker.
(5)Project status meetings and Project status reporting, including weekly status reports and plan reviews with the Client.
(6)Project close-out and lessons learned session to include any information that can be applied to the ongoing operational support of the Client after the initial implementation is complete.
(7)Project management implementation deliverables including the following:
(i)Weekly implementation schedule identifying Project activities and target completion dates.
(ii)Weekly implementation log of risks, actions, issues, and key decisions (“RAID”).
(b)Technical Operations Management. Technical operations Project implementation deliverables include the following:
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
(1)Ongoing communication plan;
(2)Technical operations deliverables document identifying standard deliverables and key business rules – delivered within six (6) weeks of the first day in the field;
(3)Monthly technical operations status report;
(4)Monthly operation leadership meeting and supporting documents; and
(5)Quarterly business review meeting and supporting documents.
(c)Field Administrative Management. Syneos Health will oversee all field administrative tasks, including the following activities:
(1)Field Administrative Management—Implementation.
(i)Project set up and roster management using Syneos Health’s proprietary master roster system;
(ii)Onboarding of new hires, including all aspects of administrative systems and processes (e.g., travel, CRM system, business cards, welcome memo, conference call accounts, fleet coordination, credentialing, licensure);
(iii)Meeting planning logistics for national and POA meetings;
(iv)Venue sourcing, hotel sourcing/booking, meal and events arrangements, ground transportation set up, flight arrangements, travel letter development, and budget tracking for national and POA meetings;
(v)One (1) resource for on-site meeting support available, as needed;
(vi)Training development and coordination;
● | Identify and coordinate Syneos Health/Client courses for LMS upload |
● | Coordinate presenters/training schedules & agendas |
● | LMS course completion monitoring |
● | Post launch mastery training plan development |
(vii)Team Expense Travel and Budget Policy development.
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
(2)Field Administrative Management—Ongoing Support.
(i)Roster management and distribution;
(ii)Continuation of meeting planning logistics, as described above, either with Client vendor(s) or as a stand-alone offering;
(iii)Monitoring Project parameters and managing eligibility and payout of incentive compensation and awards within approved Project guidelines;
(iv)Coordinate, route, track, and report operational initiatives, questions, or directives across all of the internal administrative departments, as well as external vendors and Client home office;
(v)Review of monthly invoicing and budgets for adherence to Project P&L;
(vi)Coordination with sample management and fulfillment vendor (if applicable);
(vii)Coordination with Syneos Health compliance on HCP expense monitoring and reporting;
(viii)Onboarding of backfill new hires to include all aspects of administrative systems and processes;
(ix)Coordination of communication to the field;
(x)Ad hoc reporting (e.g., turnover/vacancy reports, budget tracker);
(xi)Monthly field employee roster audits; and
(xii)Payroll processing;
(xiii)Review and ensure all field expense reporting is completed, to include HCP reporting;
(xiv)Field communication to include the following for the team conference call:
● | FAQ development with HR and business lead |
● | Communication script |
● | Project exit check list and acknowledgement |
(xv)Monitor return of Syneos Health property;
(xvi)Monitor return of Client property (i.e., samples, marketing materials, etc.);
(xvii)Coordination with fleet department on return of vehicle (if applicable); and
(xviii)Deactivations of all Project specific accounts (i.e., conference call/WebEx, etc.).
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
(d)Change Control Process. During the Term of this Project Agreement, the Parties may mutually agree to alter the Field Operations Services outlined in this Exhibit A-1. Such changes will be addressed as follows:
(1)Assess the impact of scope changes on Project schedules, resources and pricing;
(2)Provide a formal vehicle for approval to proceed with any changes to the Project Agreement;
(3)Provide a Project audit record of all material changes to the original Project Agreement; and
(4)If requirements arise that are outside the scope of this Exhibit A-1, a Change of Scope document (or an amendment to the Project Agreement, as applicable) will be submitted for Client approval following the below process:
(i)Client requests additional requirements for new functionality or deliverables outside the scope of work provided herein.
(ii)Syneos Health reviews change, meets with Client and internal team members to understand and scope Client expectations regarding business need, timelines, and other deliverable expectations.
(iii)Syneos Health provides Change of Scope (or Amendment or new Project Agreement, as applicable) document, which outlines work effort, timeline and pricing impacts of the change. Pricing will be determined based on standard rates provided below.
(iv)Client accepts proposal and signs Change of Scope (or Amendment or new Project Agreement, as applicable) document which authorizes work to begin on the change request.
(5)Standard Pricing Table.
Role | Price/HR |
---|---|
Software Development | [***] |
CRM Configuration | [***] |
Data Management | [***] |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
Role | Price/HR |
---|---|
Alignment/Call Planning | [***] |
Incentive Comp Modeling/Design | [***] |
Analytics & Reporting | [***] |
Project Management/Business Analysis/Solution Design | [***] |
Testing | [***] |
IC Administration | [***] |
Training (Content/Delivery) | [***] |
Hardware/Help Desk | [***] |
3.2 | Customer Relationship Management (“CRM”) |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
Project Deliverable | Definition |
Initial Requirements | Demonstration of the Client Configuration; and discussion of Client needs and business environment to support the general usage and end-user experience; will include accounts, functions, Call types, products, customer profile maintenance, etc. |
Alpha Review | First iteration of the Client configuration based on requirements gathered in the Initial Requirements session. Detailed demonstration of the Client Configuration for more in-depth review of Client requirements. |
Configuration Requirements Document (“CRD”) | After the Alpha Review, Syneos Health will provide the Client with a draft CRD document which summarizes all end-user system requirements taken from both the Initial Requirements and Alpha Review sessions. The CRD will form a basis for the final Client Configuration specifications, risk assessment, testing, training, and validation (if applicable). |
Beta Review | The final phase of the Client requirements will be a Beta Review, which will allow for any changes to the Client Configuration system requirements for final testing and production readiness. |
CRD Sign-Off | Any changes or additions to the Client Configuration requirements during the Beta Review will be incorporated into the final CRD and submitted to the Client after the Beta Review session for final approval and signature. |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
3.3 | Customer Master Source Data and Validation |
3.3.1 | Veeva Network and Veeva OpenData Validation. |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
(d) | The Veeva OpenData service includes access to the following data set: |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
3.4 | Travel and Expense Management |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
Project Deliverable | Definition |
T&E Guidelines | General Syneos Health guidelines provided to assist the Client in developing their T&E program; this can be reviewed and modified by Client as required. |
Compliance Business Rules Document | Detailed document describing all compliance business rules associated with the Client Project. A draft will be provided with Syneos Health’s base business rules and guidance with review and modifications as needed, and approval by Syneos Health and Client. |
ERD (Expense Requirements Document) | Detailed document describing standard Concur functionality and Client-specific business rules based on requirements gathering and configuration request. Following internal review, final document will be reviewed and approved by Syneos Health and Client. |
Training Documentation | Training documentation provided to field users and management with guidance on T&E management system application and compliance business rules and usage. |
3.5 | Transparency Reporting |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
Syneos Health will work with Client in the data requirements process to confirm the file format, data elements, file delivery process and frequency to meet Client specifications for transparency reporting and Client System Integration. Syneos Health’s Monitoring and Auditing processes for transparency reporting is detailed in Exhibit C, below.
3.6 | Data Management |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
Project Deliverable | Definition |
Initial Requirements | Discussion of client needs regarding data loads, extracts, and imports and finalization of Project plan and scope based on SOW assumptions and change management process |
Third Party Agreements (TPA) | Syneos Health will secure, in coordination with Client, any rights and licenses that Syneos Health needs from external vendors such as sales data companies which require TPA for data services to be provided |
DRD (Data Requirements Document) | Syneos Health will provide the Client with a DRD document which summarizes all data loads, imports, and extracts, as well as any business rules, frequencies, and formats associated with the data services to be provided as part of implementation and ongoing data management services, the DRD draft will be reviewed, modified as needed, and signed by the Client to confirm Project deliverables |
Test Files | The Client or third parties will provide needed test files in specified formats and agreed dates in the Project plan based on the implementation schedule |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
Final Production Files | The Client or third parties will provide final production files in specified formats and agreed dates in the Project plan based on the implementation schedule |
3.7 | Analytics and Reporting |
3.7.1 | Veeva CRM Dashboard Reporting. |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
Template Reports | Base Assumptions | Standard Frequency |
---|---|---|
Account Summary | Prescriber based product level prescription data | At same frequency as sales data (aka prescription data) delivery to Client |
Activity/ Administrative | 0. Xxxxxxx key territory and/or district performance indicators with drill down details for: a. Interactions b. Detailing c. Sampling 0. Xxxxxx key territory and/or district administrative metrics with drill down details | Real time as of last synchronization and refresh |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
Template Reports | Base Assumptions | Standard Frequency |
---|---|---|
3. Any information collected within a check box or drop down list into the Veeva systems can be aggregated into a dashboard element 4. Text box information can be rolled into a report but not the dashboard 5. Dashboards can have up to 20 measurement elements 6. All Dashboard elements are pictorials which aggregate data from an underlying report 7. All pictorials are flexible but limited to two dimensions 8. Color selection is not an option 9. Filters can be applied to comparable data 10. Reports can be filtered by user level (Field, Management, Home Office) 11. Other Reportable Activities a. System Utilization b. Pending Interaction (Exception/incomplete information) c. Time off Territory d. Synchronization Reports e. Interaction by Date and Time f. Field Action Requests 12. Account Xxxxxxxxxxxx x. Xxxxxx/Non-Target b. Account Type (practitioner, pharmacy, staff, etc.) c. Specialty d. Segmentation e. Custom Profile Attributes 13. Closed Loop Marketing (CLM) a. Slide Utilization as % of Calls b. View Duration c. Ranking of Slides by View count and Average Duration |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
Template Reports | Base Assumptions | Standard Frequency |
---|---|---|
d. Viewer Reaction (Positive, Neutral, Negative) | ||
Reach and Frequency | Adapted to specific activity measurements and goals within set up matrix (calls, targets only, reach, frequency, sample distribution) | Real Time as of last synchronization and refresh |
Average Calls Per Day | Average Calls Per Day versus goal | Real Time as of last synchronization and refresh |
Territory Sales Analysis | 1. Adapted to specific product/market definition 2. Monthly prescriber-based product level prescription data; Up to 3 promoted products | At same frequency as sales data (aka prescription data) delivery to Client |
Territory Comparison (Mgmt. supplement) | 1. Adapted to specific product/market definition 2. Monthly prescriber-based product level prescription data; Up to 3 promoted products 3. Comparison of sales data amongst the assigned span of control | At same frequency as sales data (aka prescription data) delivery to Client |
Territory Payer Analysis | 1. Monthly payer-based product level prescription data 2. Analysis of the prescriber xxxxx 0. Xxx payers 4. Comparison of payer market products | At same frequency as sales data (aka prescription data) delivery to Client |
Effort vs. Results aka Impact Report | 1. Adapted to specific product/market definition 2. Up to 3 promoted products 3. Monthly prescriber-based product level prescription data | At same frequency as sales data (aka prescription data) delivery to Client |
Additional work-effort will require work estimates and Change of Scope as detailed in Section 3.1.1(d), to be coordinated by the PM.
As a result of some of the changes Syneos Health will be allocating analytics support to Client. This should enhance current reporting Client is receiving as there will be more insights applied, as well as the opportunity to better handle ad hoc reporting needs (the “Analyst Services”).
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
3.8 | Targeting, Alignment and Call Plan Administration |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
3.9 | Incentive Compensation Management |
3.9.1 | Generally. Syneos Health incentive compensation management will design and /or implement an annual incentive compensation (“IC”) plan and administer quarterly payouts. Syneos Health IC personnel will facilitate an IC assessment meeting to ascertain scope of work, IC plan parameters, data availability, budget, IC plan goals and incentive compensation culture. Sessions will be led by Syneos Health IC employees experienced in the discipline of IC plan design and field performance measurements. The assessment sessions are strategically structured to aid in the IC plan design, consisting of metrics aligned to business strategy. After the IC plan design has been approved by the parties, the Syneos Health incentive compensation department will implement, manage and administer IC plan. |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
Category | Description | Duration/Timeline |
IC Plan Meeting(s) | Initial Meeting to discuss: ● Corporate Philosophy ● Sales Goals/Objectives ● Sales/Marketing Strategy ● Business Rules ● Data Inputs ● Eligibility Requirements | 1 day – initial meeting; subsequent follow-up meetings may be held to discuss pending topics or matters requiring further discussion from initial meeting. Maximum timeline 3 weeks |
IC Modeling | Based on inputs derived from initial IC meeting(s), Syneos Health will create/provide IC deck illustrating: ● Recommended IC plan(s) ● Payout Scenarios/Distribution | ● 1 week to provide recommendation ● 1 week for feedback/follow-up ● Additional time may be needed if data is required for modeling |
Field Communication | IC Plan communication includes: ● PowerPoint deck (Management Team & Sales force) ● Word/PDF document (for IC plan participants/acknowledgement) | 3 weeks (maximum) once IC plan has been finalized. |
Category | Description | Duration/Timeline |
---|---|---|
IC Plan Programming | ● Data Process Setup ● SQL Programming | Maximum of 3 weeks after receipt of initial sales data file in final format |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
Category | Description | Duration/Timeline |
---|---|---|
● User Interface Setup ● Report/Scorecard Programming ● KPI/MBO Programming (if applicable) ● Acknowledgement Portal Setup ● Administration Portal Setup ● Programming QC & Testing ● Validation & QC of IC plan programming (independent of Programming QC) ● Minor changes (cosmetic, etc.) |
Category | Description | Duration/Timeline |
Plan Administration | IC plan processing ● Report Generation o Payout Grid/Summary o Scorecard o Management Summary ● IC plan QC ● Report Distribution ● Roster Management ● Eligibility; LOA; PIP; New Hire ● IC Portal Maintenance ● Acknowledgment ● Administration | 4 weeks after receipt of monthly sales data file |
As IC is a passthrough expense to Client, Syneos Health encourages Client input on IC plan design. In instances where Client has given input into the IC plan design or when Syneos Health implements an IC plan design created by Client, Client acknowledges and agrees that it shall use
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
best efforts to timely approve such IC plan design. The foregoing notwithstanding, in the event field force goals, dependent data, Client requested input, and/or plan documentation are not approved by Client and/or acknowledged by the field force within forty-five (45) calendar days into the then current IC plan period, Syneos Health reserves the right to implement either the IC plan which was utilized in the prior IC period or an Syneos Health standard best practice IC plan, and Client acknowledges that by engaging Syneos Health to perform incentive compensation management, Client is expressly consenting to the foregoing.
3.10 | Field Support Services |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
3.11 | Technology Training Services |
3.12 | Learning Management System (LMS) Syneos Health will supply Client with our standard LMS system for the delivery and tracking of all online training. Standard LMS reporting will be provided to internal Syneos Health leadership and Client for communication of training completion and verification of required compliance training. The LMS can contain a combination of Syneos Health and Client-created content to enable its |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
use across all product, selling skills, soft skills, and compliance training and service as a central repository for all training records. |
Standard LMS Service Levels are indicated in the below table:
Standard SLA - Content Load* | |
Simple Assessment | 2-3 days |
Add Additional users (upon notice) | End of next business day |
Complex Assessment | 3-5 days |
High Stakes/Large Assessment | 5-7 days |
3.13 | Quality Management and Assurance |
3.14 | Field Trigger Email with Veeva Engage |
3.14.1 | Field Trigger Email with Veeva Engage. Syneos Health will provide field-trigger email follow-up to HCPs to reinforce key messages in the Call and distribute the Prescribing Information. Syneos Health leverages Veeva’s approved email capabilities to ensure compliance and a controlled environment to protect the integrity of the HCP communication. Approved content for email templates may be stored in the Syneos Health Veeva Vault or the Client’s internal Veeva Vault (if applicable) and linked with the CRM |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
Client Configuration. The solution will also include Veeva Engage to deliver built in virtual voice and video capabilities in a single solution for the field teams. |
Syneos Health will retain all documented business requirements, system configurations, and data collected during the term of the Project Agreement. If the Client wishes to convert the field team pursuant to the Project Agreement, Client may have the option to continue on with Syneos Health-provided operations services to limit the disruption of field operations and leverage custom built systems, business rules and data integration. In such a case, a separate agreement will be established to confirm the scope and fees for any stand-alone operations services required. Alternatively, the parties may agree to convert the pre-built CRM configuration utilized for Client, for a fee mutually agreed to by the parties, to cover the migration of data, requirements documentation, and transfer of CRM configuration ownership, training on Client configuration settings and administration, as well as the Project management of the operations conversion, all to ensure a successful migration. Additionally, if the Client does not want to migrate the Syneos Health CRM configuration, the option may be made for Syneos Health to transfer Client data, business rules documentation, current data production schedules, and custom reporting formats for a fee mutually agreed to by the parties. If Syneos Health provides any migration or materials, Client is solely responsible for the system knowledge and performance post-conversion. Syneos Health may provide additional services based on the standard rates provided in the Change Control 3.1.1(d) of this Exhibit A-1.
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
SECOND AMENDED AND RESTATED EXHIBIT F
COMPENSATION - FIXED FEES, VARIABLE FEES AND PASS-THROUGH COSTS
I. | FIXED FEES |
Client shall pay Syneos Health a weekly fee in accordance with the below table (“Weekly Fee”) for the performance of the Services which shall be paid by close of business every Friday. For the avoidance of doubt, the Weekly Fee includes $[***] to provide for the continuation of Agile’s patient support program, which is the subject of a Work Order between the Parties dated June 28, 2022 for Syneos Health Project #7041456.
Period | Weekly Fee Amount |
April 1, 2023 through September 30, 2023 | $[***] |
October 1, 2023 through August 23, 2024 | $[***] |
a. | Scale Up |
Client may increase the number of Representatives or EC Reps above the number outlined in Exhibit A (a “Scale Up”) upon written notification to Syneos Health. In the event of a Scale Up, Client shall pay a per Representative or per EC Rep an implementation fee of $[***] and increase the Weekly Fee as follows:
Position | Per position additional Weekly Fee for the period of April 1, 2023 through September 30, 2023 | Per position additional Weekly Fee for the period of October 1, 2023 through August 23, 2024 |
Per Representative | $[***] | $[***] |
Per EC Rep | $[***] | $[***] |
b. | Scale Down |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
Client may decrease the number of Representatives or EC Reps below the number outlined in Exhibit A (a “Scale Down”) upon sixty (60) days written notification and as mutually agreed to between the Parties. In the event of a Scale Down, Syneos Health shall decrease the Weekly Fee as follows:
Position | Per position additional Weekly Fee for the period of April 1, 2023 through September 30, 2023 | Per position additional Weekly Fee for the period of October 1, 2023 through August 23, 2024 |
Per Representative | $[***] | $[***] |
Per EC Rep | $[***] | $[***] |
There are no variable fees associated with the Services.
There are no pass-through costs associated with the Services.
(a) Included in the Weekly Fees, starting on July 1, 2023, (set forth in Section I, above) is Syneos Health’s management fee, a portion of which in the amount of $[***] (the “Incentive Fee”) is subject to Syneos Health’s achievement of certain performance objectives (the “Performance Objectives”) as set forth below:
Quarterly Metrics | |||
Split | Type | Metric | Target / Payout |
50% | Sales | TRx Cycles | [***] |
50% | Ops | Calls per rep / Day | [***] |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
In the event that Syneos does not achieve the Performance Objectives for a given Quarter, the amount of the Incentive Fee already paid for that Quarter shall be credited against any outstanding amounts Client owes to Syneos Health.
(b)In the event of a Scale Up or Scale Down of Representatives, the weekly Incentive Fee shall be adjusted by $[***] per Representative.
(c)In the event of termination of this Project Agreement by the Client, effective as of the date of notification of such termination from the Client, the Performance Objectives shall no longer be applicable and the outstanding Incentive Fees will be earned at [***]; unless Project Agreement is terminated due to material breach by Syneos Health in accordance with Section 12(ii) of the MSA.
Invoices shall be billed to Client on a weekly basis and payment due by close of business every Friday. All invoices shall include the following:
- | A/P Email |
- | A/P Telephone |
- | A/P Mailing Address |
- | A/P E-invoice System |
- | Other Contacts to be Included on Submission of Invoice |
- | Accountant |
Payment to Syneos Health may be made by the following method:
ACH Payment (Preferred Method)
[***]
ACH # [***]
Account # [***]
Advice transmittals should be directed to [***].
In the event Client will be issuing purchase orders for payment of Syneos Health invoices, Client shall issue such purchase orders within [***] following the execution of this Project Agreement. A purchase order shall include the following:
- | PO Number |
- | PO Contact Name |
- | PO Contact E-mail |
- | PO Contact Telephone |
Syneos Health Project Code: 7007244
Exhibit 10.1
Information in this exhibit identified by [***] is confidential and has been excluded pursuant to Item 601(b)(10)(iv) of Regulation S-K because it is both (i) not material and (ii) the type of information that the registrant customarily and actually treats and private and confidential.
Purchase Orders should be directed to [***]
The Parties understand and agree that all terms and conditions set forth in a purchase order are null and void, it being understood and agreed that this Project Agreement provides the terms and conditions governing the relationship between the Parties.
Syneos Health Project Code: 7007244