23-101 Sourcewise_Amendment #1 dated 7-8-25 MOU - Health Insurance Counseling and Advocacy Program1
FIRST AMENDMENT TO THE MEMORANDUM OF
UNDERSTANDING BETWEEN THE CITY OF CUPERTINO AND
SOURCEWISE REGARDING HEALTH INSURANCE
COUNSELING AND ADVOCACY PROGRAM
This First Amendment to the Memorandum of Understanding (“MOU”) between the City of
Cupertino, a municipal corporation (hereinafter "City") and Sourcewise, a Non-Profit
(“Organization”) whose address is 3100 De La Cruz Blvd, Suite 310, Santa Clara, CA 95054, and is
made with reference to the following:
RECITALS:
A. The City and Organization entered into an MOU for Health Insurance Counseling and
Advocacy Program (“Program”) on September 6, 2023.
B. City and Organization desire to modify the MOU on the terms and conditions set forth
herein.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties as
follows:
1. Section 1 of the MOU is modified to read as follows:
Term
a. This MOU is effective on the last date signed below (“Effective Date”) and will remain
in effect through July 1, 2028 (“Expiration Date”). City may terminate the MOU for
cause or without cause at any time and will notify Organization as soon as possible.
2. Section 3 of the MOU is modified to read as follows:
City Obligations
a. Refrain from subtle or overt coercion of the HICAP Counselor to recommend or bias
the client toward particular HMO’s, PPO’s and other health insurance policies or
agents.
b. Allow HICAP to counsel clients about all types of health insurance plans and options.
c. Understand that the HICAP Counselor role is to educate and assist the client in making
informed decisions.
d. Understand that the HICAP services are available to all Medicare beneficiaries of any
age, in addition to the elderly 60 years of age and older.
e. Provide a confidential office space at identified Center(s), as mutually appropriate for
the HICAP Counselor with access to telephone, printer, internet/Wi-Fi access for the
HICAP Counselor’s laptop (or use of a secure computer as needed).
f. Clarify in all advertising that the HICAP Counselor represents HICAP, and that HICAP
provides no-cost counseling services and is funded by the California Department of
Aging and Sourcewise.
g. Not allow any other outside health insurance counseling or health insurance marketing
on the same days HICAP counseling or HICAP presentations occur at the site.
h. Understand that HICAP Counselors are under sole supervision of HICAP Personnel.
i. Prohibit the sale of health insurance for Medicare beneficiaries and seniors 60 years of
age and older during the tenure of this agreement on site premises.
j. Attend the annual HICAP site meeting and updates as mutually agreed and scheduled.
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k. Allow HICAP Counselors to wear badges identifying themselves as HICAP
representatives.
l. Contact HICAP Director to address any concerns about the HICAP Counselor.
m. Train staff on how to schedule HICAP appointments including the use of scheduling
tools or platforms that HICAP may implement during the contract term.
n. If applicable, notify Counselors of upcoming appointments no later than the day before
the appointment. Confirm counseling appointments the day before, with the client and
the HICAP Counselor.
o. Promote HICAP Counseling in each newsletter including the time and day of Medicare
Counseling Assistance and how to book appointments. Digital promotion shall include
direct links to the site’s HICAP Counseling appointment booking page.
3. Section 4 of the MOU is modified to read as follows:
Organization Obligations
a. Provide trained registered HICAP Counselors
b. Provide ongoing supervision of HICAP Counselors.
c. Provide substitute HICAP Counselors as available.
d. Provide additional publicity materials.
e. Provide community education speakers.
f. Provide training on scheduling and referral processes for HICAP Counseling
appointments.
g. Supply all HICAP counseling forms and materials.
h. Monitor and evaluate ongoing progress of HICAP services at participating sites.
4. Except as expressly modified herein, all other terms and covenants set forth in the
Agreement shall remain the same and shall be in full force and effect.
SIGNATURES CONTINUE ON THE FOLLOWING PAGE
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IN WITNESS WHEREOF, the parties hereto have caused this modification of Agreement
to be executed.
CITY OF CUPERTINO
By
Title
Date
APPROVED AS TO FORM
Senior Assistant City Attorney
ATTEST:
City Clerk
Date
SOURCEWISE
By
Title
Date
Jun 17, 2025
Director, HICAP
Michael K Woo
Rachelle Sander
Jul 8, 2025
Director of Parks and Recreation
Jul 8, 2025
MOU - Health Insurance Counseling and
Advocacy Program
Final Audit Report 2025-07-08
Created:2025-06-16
By:Webmaster Admin (webmaster@cupertino.org)
Status:Signed
Transaction ID:CBJCHBCAABAAiwOAVfbk-D2-BH1wJ441qPeZ2GWTxpuh
"MOU - Health Insurance Counseling and Advocacy Program" H
istory
Document created by Webmaster Admin (webmaster@cupertino.org)
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Agreement completed.
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