DRAFT IGA BTW OME AND ASU FOR ELDER ABUSE STUDY.PDF

Maricopa County — Formal (2020-11-18)

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Intergovernmental Agreement (IGA)  
For  
Data Sharing 
Between 
Arizona Board of Regents for and on behalf of  
Arizona State University 
And  
Maricopa County through the Office of the Medical Examiner 
 
This Intergovernmental Agreement (“IGA” or “Agreement”) No.             is entered into as of the 
last signature date herein (the “Effective Date”), pursuant to A.R.S. §§11-951 et seq., between 
Maricopa County through the Office of the Medical Examiner (“MCOME”) and the Arizona Board 
of Regents for and on behalf of Arizona State University (“ASU”), which shall be collectively 
referred to as the Parties and each individually as a Party.  
 
1. PURPOSE OF THE AGREEMENT: 
This Agreement establishes the basis for the Maricopa County Office of the Medical Examiner 
(MCOME) to share with ASU information contained in its records regarding decedents in 
Maricopa County, aged 60 and older. The records will be used for the purpose of contributing 
to understanding whether fractures sustained in a fall differ in pattern from fractures 
associated with non-accidental injury. 
 
The sharing of such records data will be in accordance with the terms and conditions stated 
in this Agreement and predicated on the mutual assurance that all unique identifiers in these 
data will be protected and kept strictly confidential. 
 
2. TERM OF THE AGREEMENT: 
 
The term of this Agreement shall become effective upon approval of the Maricopa County 
Board of Supervisors and shall remain in effect for a period of five (5) years unless otherwise 
terminated or canceled as provided herein. 
 
This Agreement may be executed in two or more counterparts, each of which shall be deemed 
an original but all of which together shall constitute the same instrument.  Faxed, copied and 
scanned signatures are acceptable as original signatures. 
 
3. TERMINATION OR AMENDMENT: 
 
Each Party shall have the right to terminate this Agreement by mailing the other Party written 
notice of termination by certified mail, return receipt requested, at least thirty (30) days prior 
to the termination date. This Agreement may be modified at any time by mutual written 
amendment signed by the authorized representative of the respective Parties.

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4. CONFIDENTIALITY: 
 
A. Any information that may be exchanged through this Agreement shall be subject to 
the requirements of Section 15, and not be used for purposes other than those covered 
in the Section 15 Scope of Work without prior approval of all Parties to this Agreement. 
 
B. Neither medical information nor personally identifying information that may be 
exchanged through this Agreement shall be made available for any political or 
commercial purpose, nor shall such information be used as basis for determining 
eligibility for care or source of payment for care to any individual. 
 
5. PUBLIC RECORDS: 
 
Notwithstanding any other provision of this Agreement, the Parties acknowledge that they are 
subject to A.R.S. 39-121 through 39-128 regarding public records. Any provision regarding 
confidentiality is limited to the extent necessary to comply with the provisions of Arizona law.   
All reports of the medical examiner are subject to additional protections provided for by ARS 
§ 11-597.02 and Schoeneweis v Hamner, 223 Ariz. 169, 221 P.3d 48 (App. 2009). ASU shall 
not disclose reports originating from the medical examiner. ASU shall direct all individuals 
making a request for medical examiner reports in ASU’s possession to the MCOME for such 
reports.  
 
6. APPLICABLE LAW: 
 
This Agreement will be governed by and construed in accordance with the laws of the State 
of Arizona.  In addition, ASU’s obligations hereunder are subject to the laws of the State of 
Arizona and the policies of the Arizona Board of Regents. The Parties agree that the venue 
for any claim arising out of any or in any way related to this Agreement shall be Maricopa 
County, Arizona. 
 
7. COMPLIANCE WITH FEDERAL LAWS: 
 
The Parties warrant that they are in compliance with all State and Federal laws.  
 
8. CONFLICT OF INTEREST: 
 
Pursuant to A.R.S. §38-511, the State, its political subdivisions or any department or agency 
of either may, within three (3) years after its execution, cancel any Agreement, without penalty 
or further obligation, made by the State, its political subdivisions, or any of the departments or 
agencies of either if any person significantly involved in initiating, negotiating, securing, 
drafting or creating the Agreement on behalf of the State, its political subdivisions or any of 
the departments or agencies of either is, at any time while the Agreement or any extension of 
the Agreement is in effect, an employee or agent of any other Party to the Agreement in any 
capacity or a consultant to any other Party of the Agreement with respect to the subject matter 
of the Agreement. A cancellation made pursuant to this provision shall be effective when ASU 
or Maricopa County through the Office of the Medical Examiner receives written notice of the 
cancellation unless the notice specifies a later time.

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9. ARBITRATION: 
 
Pursuant to A.R.S. §12-1518, disputes under this Agreement shall be resolved through the 
use of arbitration as follows: 
 
a) Cases under the Jurisdictional Limit. The Parties agree to arbitrate disputes filed in 
Arizona Superior Court that are subject to mandatory arbitration pursuant to A.R.S. 
§12-133.  A.R.S. §12-1518 requires this provision in all ASU contracts unless all 
Parties file a written stipulation waiving the arbitration requirement, and the court 
waives the arbitration requirement on a showing of good cause. 
 
10. FUNDING: 
 
This Agreement is not an obligation of or a commitment of funds, or a basis for a transfer of 
funds, but rather a statement of agreement between the Parties concerning the sharing and 
use of information related to the purposes of this Agreement. Expenditures by each Party 
are subject to that Party's budgetary processes and to the availability of funds and resources 
pursuant to applicable laws, regulations, and policies of the respective Parties. 
 
11. RELATIONSHIP: 
 
Nothing in this Agreement shall make any ASU employee or MCOME employee an agent or 
employee of the other Party to this Agreement. 
 
12. INSURANCE: 
 
The Maricopa County Office of the Medical Examiner and ASU are self-insured for liability per 
A.R.S. § 41-621. 
 
13. INDEMNIFICATION: 
 
Each Party (as "indemnitor") agrees to indemnify, defend, and hold harmless the other Party 
(as "indemnitee") from and against any and all claims, losses, liability, costs, or expenses 
(including reasonable attorney's fees) (hereinafter collectively referred to as "claims") arising 
out of bodily injury of any person (including death) or property damage, but only to the extent 
that such claims which result in vicarious/derivative liability to the indemnitee are caused by 
the act, omission, negligence, misconduct, or other fault of the indemnitor, its officers, officials, 
agents, employees, or volunteers.  Notwithstanding any other provision of this Agreement to 
the contrary, the Parties acknowledge that ASU is a public institution and instrumentality of 
the State of Arizona and, as such, any hold harmless provision is limited as provided by the 
laws of the State of Arizona, including without limitation, Article 9, Section 7 of the Arizona 
Constitution and Sections 35-154 and 41-621 of the Arizona Revised Statutes.  ASU’s liability 
under any hold harmless claim is therefore limited to claims for property damage, personal 
injury or death to the extent caused by acts or omissions of ASU. 
 
14. BACKGROUND: 
 
ASU is conducting a research study entitled “Research on the Abuse, Neglect, and 
Exploitation of Elderly Individuals, Fiscal Year 2020” (“Research Project”) under the direction 
of Katelyn Bolhofner, PhD, Assistant Professor (“ASU Researcher”).  The purpose of this 
study is to gather data on fractures seen in decedents over the age of 60, in order to help

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understand whether fractures sustained in a fall differ in pattern from fractures associated with 
non-accidental injury.  Data gathered will be analyzed with the goal of establishing a skeletal 
atlas of elder abuse to help inform stakeholders.  Utilizing radiographs and bone samples 
showing fractures at varying stages of healing from cases of suspected elder abuse and 
witnessed accidental falls, the research project aims to address a gap in current knowledge 
of how the aging process affects healing time following a fracture.  Results will aid in education 
and improved criminal justice procedures as it clarifies how differentiation of physical abuse 
from accidental injury contributes to the identification of modifiable risk factors for prevention 
of abuse. 
 
15. SCOPE OF WORK: 
 
A. MCOME agrees to provide ASU with the following records (“Data”): 
 
i. 
Access to Preliminary Investigative Reports (PIR), Autopsy Reports, 
Toxicology Reports, and Radiographs for cases where the decedent is over 
the age of 60. 
 
a) ASU will access these reports dated 2017 and forward. 
 
b) These reports will be made available to ASU through use of an OME-
issued laptop already provided as part of the voluntary anthropology 
work Dr. Bolhofner conducts for OME as she provides services for 
continuity in the absence of the forensic anthropologist and acts as a 
secondary opinion for cases. 
 
c) ASU understands and agrees that MCOME reserves the right to restrict 
and/or withhold access to any and all such reports and records which, 
in MCOME's sole discretion, is necessary and otherwise appropriate in 
order to comply with the Arizona Court of Appeals’ most recent decision 
in Schoeneweis v Hamner, 223 Ariz. 169, 221 P.3d 48 (App. 2009) and 
ARS § 11-597.02. 
 
d) ASU understands that review of OME records may be subject to 
approval by law enforcement, the Maricopa County Attorney’s Office, 
and Victim Services. 
 
B. Confidential Information: 
 
i. 
The Parties agree to provide and access information following a mutually 
agreeable format.  All confidential information in the Data records furnished 
shall be marked confidential if disclosed in written or other tangible form, or if 
disclosed orally or visually, identified as confidential at the time of disclosure 
and reduced to writing and marked confidential and transmitted to the receiving 
Party within thirty (30) days of the initial disclosure. 
 
ii. 
Without MCOME prior written approval, ASU will not use, or disclose to any 
third Party, confidential information contained in the Data records of MCOME  
in any manner whatsoever except for the "Purpose" stated in Section 1 and will 
require that its employees and agents, and third parties, who have access to 
such confidential information maintain the same in strict confidence after the

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termination of this Agreement; provided that ASU's obligations hereunder shall 
not apply to information that was already known to the receiving Party prior to 
the time of first disclosure, as demonstrated by contemporaneous, written 
documentation; or 
 
a) At the time of disclosure is in the public domain, or after the date of the 
disclosure, lawfully becomes a part of the public domain other than 
through breach of this Agreement by the receiving Party; or 
 
b) Is received without any obligation of confidentiality from a third Party 
having a legal right to disclose the same; or 
 
c) Is independently developed by the receiving Party by individuals 
without 
access 
to 
such 
information, 
as 
demonstrated 
by 
contemporaneous, written documentation; or 
 
d) Is required to be disclosed by the receiving Party pursuant to a legally 
enforceable order, subpoena, or other regulation ("ORDER"), provided, 
however, that the receiving Party promptly notifies the disclosing Party 
in advance of such disclosure and discloses only that INFORMATION 
necessary to comply with said ORDER. 
 
C. Data Rights and Protection: 
i. 
ASU agrees to carefully restrict use and access of information to those 
persons designated by ASU and agrees that MCOME retains ownership of 
its Data. Data provided by MCOME for review by ASU are for the use of the 
research project only and no copies may be made of such records to provide 
to other individuals or entities, or for any other purposes. ASU may not 
release, store, save, disseminate or otherwise use Data in any manner or 
form that is not authorized in this Agreement. Notwithstanding the forgoing, 
ASU shall be permitted to freely publish, without prior MCOME written 
approval, Data in aggregate form with no identifiers. 
ii. 
ASU agrees that it is responsible for safely maintaining the integrity and 
confidentiality of MCOME’s data received or under its control as a result of 
the Agreement.  ASU will immediately notify MCOME upon discovery of a 
breach of the Data, and will work cooperatively with MCOME to terminate, 
minimize, and resolve the breach.   
iii. 
ASU shall prohibit identifying information about a person that was supplied 
under the terms of this Agreement from being released to anyone not 
working on the research project. 
iv. 
ASU shall require all officers, agents and employees to keep all such shared 
confidential information strictly confidential as set forth in Section 15C. To 
communicate the requirements for this section to all officers, agents and 
employees, to discipline all persons who may violate the requirements of this 
section and to notify the originating Party in writing within forty-eight (48) 
hours of any violation and corrective actions to be taken. 
 
D. Title to any intellectual property conceived, expressed, and/or reduced to

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practice as a result of performance of this Agreement will belong to the creator 
or author, which will be determined in accordance with United States patent and 
copyright law. 
 
16. AUTHORITY: 
A. This Agreement does not imply authority to perform any tasks, or acceptance 
responsibility, not expressly stated in this Agreement. 
B. This Agreement does not create a duty or responsibility unless the intention to do so 
is clearly and unambiguously stated in the Agreement. 
 
17. SECTION HEADINGS: 
Sections and other headings contained in this Agreement are for reference purposes only and 
shall not affect in any way the meaning or interpretation of this Agreement. 
 
18. NOTICES, CORRESPONDENCE, AND REPORTS: 
Notices, correspondence, and reports shall be sent to: 
 
COUNTY 
 
 
ASU 
Administrative Director 
 
 
AZ Board of Regents on behalf of 
Maricopa County Office of the 
 
 
Arizona State University 
Medical Examiner 
 
 
Ms. Kristy Macdonald 
 
 
 
PO Box 876011 
701 W Jefferson Street 
 
 
Tempe AZ  85287-6011 
Phoenix AZ  85007 
 
 
Email: asu.awards@asu.edu 
Phone:  602-506-3322 
 
 
Phone: 480-965-9077  
 
 
 
 
 
 
 
 
Copy: Katelyn Bolhofner, PhD 
 
 
 
4701 W Thunderbird Rd 
 
 
 
Glendale, AZ 85306-4900 
 
 
 
Katelyn.Bolhofner@asu.edu

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SIGNATURE APPROVALS:    
 
COUNTY 
 
 
 
 
 
 
By:___________________________________  
 
Chairman, Board of Supervisors 
(DATE) 
 
 
 
 
APPROVED AS TO FORM 
 
 
ATTEST 
 
 
By:__________________________________ By:_______________________________ 
Attorney for the Board of Supervisors  (DATE) Clerk of the Board of Supervisors    (DATE) 
 
 
ARIZONA BOARD OF REGENTS  
 
APPROVED AS TO FORM 
FOR AND ON BEHALF OF ARIZONA 
STATE UNIVERSITY 
 
 
By:_________________________________ 
By:________________________________ 
 
 
 
 
 
(DATE)  
 
 
 
 
(DATE)