Contract docs

MA-SMI-2026-01 · Caliber × Devoted Health · effective Jan 1, 2026 – Dec 31, 2027

Contract documents

Master Services Agreement (executed)
v3 final · signed 12/14/2025 · 42 pages
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BAA (Business Associate Agreement)
v2 · signed 12/14/2025 · 18 pages
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Statement of Work · SMI cohort
SOW-01 · PMPM rate, shared-savings split, milestones
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Attribution methodology
v1.4 · last updated 4/30/2026 · 11 pages
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Savings calculation methodology
v2.0 · DiD on propensity-matched cohorts · 14 pages
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Performance guarantees
Engagement ≥75%, MLR improvement ≥10%, downside cap 5%
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SOC 2 Type II report (2025)
Issued by [auditor] · valid through 12/2026
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HITRUST certification
r2 · valid through 8/2026
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Data lineage

Devoted claims feed (Redox · daily)
  → Snowflake (caliber-prod) · raw_devoted.* schema
  → dbt models · attribution + risk stratification
  → caliber-decomp-v3 (Python · sklearn/PyTorch)
  → Care console (priority queue)
  → Member channels (SMS · voice)
  → Event ledger (append-only)
  → Plan partner dashboard

All PHI handled under your BAA. End-to-end encryption in transit and at rest. PHI access scoped per role and audit-logged.

Contract status

Active · year 1 of 2

Renewal decision due Sept 30, 2027.

All performance guarantees on track.

Key terms

PMPM
$375 / attributed member / month
Shared savings split
60% Devoted / 40% Caliber
Downside risk
Capped at 5% of fees
Stop-loss
$150k per member, per year
Termination notice
180 days

Caliber contacts

Alicia Chen
Co-CEO · contract owner
Alice Pham
Co-CEO · product
[Clinical lead]
Quality + outcomes
[Operations lead]
Day-to-day account