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18-242 Cobblestone Systems Corp., Contract Insight Enterprise Contract Management Software;20 11 --00000 3(0 AUTHORIZED INFORMATION TECHNOLOGY SCHEDULE PRICELIST AUTHORIZED INFORMATION TECHNOLOGY SCHEDULE PRlCELIST GENERAL PURPOSE COMMERCIAL INFORMATION TECHNOLOGY EQUIPMENT, SOFTWARE AND SERVICES Co 66[eS tone S ···~, stems •;•'....' Contract Number: Periods of Performance: Solicitation Number: CobbleStone Systems Corp. Leaders with Contract Management Software! 918 South White Horse Pike Somerdale NJ 08083 www.CobbleStoneSystem s .com or 866-330-0056 GS -35F-0186W MO D: 22 January 6, 2010 to January 6, 2020 FCIS-JB-980001-8 ABOUT COBBLESTONE SYSTEMS CobbleStone Systems Corp. is a software vendor and federal contractor that provides Contract Management Software entitled Contract lnsight.CobbleStorie provides acquisition , procurement, solicitation add-on modules . Contract Insight conh·act management software helps agencies and organizations track conh·acts , committals , vendor agreements, and other agreements. The software provides email ale1is to contract officers , program managers and other POCs. The system can accept attached and scanned contracts and track task orders and task ale1is. Applicable Special Item Numb e rs , FSC Classes and FPDS Codes include: ALL SINS ARE SUBJECT TO COOPERATIVE PURCHASIN G AND AMERICAN RECOVERY Special Item No. 132-32 Term Software Licenses 1 OF 59 Special Item No. 132-33 Perpetual Software Licenses Special Item No. 132-34 Maintenance of Software as a Service Special Item No. 132-50 Training Courses IN WITNESS WHEREOF, the paities have caused the Agreement to be executed. CITY OF CUPERTINO A Municipal Corporation ~~ Name ,.3°,,, /V/.,_/A:u- Title Crl/ Date fl.· /~,~c;,/g Cupe1tino Acting City Attorney A&&•J- GRACE SCHMIDT I 2-U). / ~ City C lerk .•. ,, ~----COBBLESTONE •a,,, software • Wednesday, October 10, 2018 City of Cupertino Exhibit A Preliminary Pricing Quote for Contract Insight Enterpr ise Contract Management Software Dear Nidhi Mathur, Than k you for contacting Cobblestone Software and inviting us to present Contract Insight Enterprise Contract Management Software . It is a pleasu re to present th e following quotation for 50 Leveled Named User Licenses (Saas option) for Contract Insight Enterprise Contract Management Solutions. Contract Insight™ ENTERPRISE Edition, by Cobblestone Software, is an "End-to-End" enterpri se level, completely web-enabled Contract Management Software So lution which provides enterprise contract tracking , contract drafting, unlimited custom user- defined fields, custom report design tools, e-mail alerts, calendar reminders , legal hold, tas k and checklists, security, document management, check-in tracking, workflow, financials, cost control, searching, performance tracking , full-text indexing, web platform, web calendaring, and more. It is built upon the latest web-enabled technologies so it can be deployed faster, supported easier, thus reducing your total cost of ownership and accelerating your return on investment. Cobblestone-Leaders in Contract Management Software! sM CobbleStoneSystems.com l of 11 -Confid ential A Few Benefits: • Boost productivity • Minimize contract cycle time • Provide single-po int-of-access for all contract related information • Monitor contract performance • Estab lish key mile stones • Initi ate contracts, approve and monitor via desktop or mobi le device • Gain contract vi sibility and accountability • Standardize contract creation • Stream line contract collaboration • Le ve rage renegotiation windows • Eliminat e process bottleneck sales@cobblestonesystems.com Phone: 866-330-0056/ Fax: 609-482-£023 .•. ,, ~~--COBBLESTONE·~,, software • Contract Insight™ ENTERPRISE Edition offers fle xib le deployment options . The ENTERPRISE Edition may be "Locally Deployed " (installed and hosted on your organization's server) with a perpetual one-time software license, or it may be hosted by Cobblestone Software as a "Software as a Service" (SaaS) so lution with an annual hosting subscript ion license. Manage the Entire Contract Lifecycle Cobblestone's Contract Lifecycle Management strategy provides comprehensive solutions for automating and centralizing your organization's contract, agreement, committal or obligation management lifecycle processes from cradle to grave. Cobblestone's contract lifecycle solution leverages your organizational processes , integrates seamlessly with other mission critical applications, and provides a user-friendly interfa ce ensuring ease of use, smooth transition s with high adoption rates, and rapid time-to-va lue. Experience the Cobblestone Difference Cobblestone is one of the leading contract management software companies worldwide. 100% of our efforts are focused on providing better contract management software to help you manage your contracts more effectively. We have been focused on this goal since 1995 . Contract Insight is the contract management software of choice among over 650 clients with over 3 million contracts managed by the Cobblestone Platform . Many of the top organizations in the world use Contract Ins igh t. Cobblestone -Leaders in Contract Management Software!'"' CobbleStoneSystems.com When you select Contract Insight software to manage your contracts, your organization will be positioned to more effectively administrate vendor and customer agreements, better negotiate renewals, comply with regulatory agencies, and spend more time focusing on your value to the company instead of chasing contracts. Our dedicated staff are in-house Cobblestone employees; this means you will receive focused , proactive support and advice. In addition , we provide a great SLA, which means you are guaranteed a 99.5% uptime and, if things don't work out, we provide you with a credit. That is a product and customer service you can rely on . soles@cobblestonesystems.com Phone: 866-330-0056/ Fox: 609-482-8023 2 of 11 -Confidentia l -·~~-COBBLESTON E •a,,, software • Professionals You Can Trust We understand that your contracts are important, that's why we provide employees that are professional. Our staff knows our products (you are not dealing with middle-men and resellers). Cobblestone is committed to providing quality, affordable so ftware that works to meet your organization's unique needs. In order to stay up-to-date with evolving technologies and best practices in the contract management arena, our company maintains an active commitment to many leading professional organizations and holds partnerships and memberships with a variety of leading companies in the business technology arena, including: ~P" "I !f.il)l .. .. ., Project Management ln stllutc Microsoff·Partner N etwork- Records Managed by Contract Ins ight Cobblestone -Lea ders in Contract Management Software! sM CobbleSto neSys tems .com 3 of l l -Confidential sa les @cobblestonesystems.com Phone: 866-330-0056/ Fax: 609-482-8023 ... ,, ~·--COBBLESTONE •a,,, so ft ware • Did You Know? ./ Cobblestone offers proven contract management software to organizations across a wide varie ty of industries, including healthcare, financial, pharma, governmen t, education, and more . ./ Cobblestone is trusted by a variety of financial institutions, includi ng Rothschild Bank, Pacific Marine Credit Union, Valley National Bank, SAFE FCU, Credit Union l:x-e-cut ives so-ciety, and East ern Bank, to name a few. ./ Cobblestone was awarded a five-year contract wi th the United States General Services Administration, which was recently extended through 2020 . ./ Cobblestone was recently awarded a competitive award with Washington DC, University of Central Florida , Marion County & and more . ./ Cobblestone was the first web-based system to offer user-definable fields, task e-mail alerts, and an advanced online reporting tool. ./ In the State of Colorado alone, there are over l, 160 Cobblestone Users -that is impressive . ./ Cobblestone is trusted by many City, County, State and Federal organizations. System Features and Functionality -used and trusted by hundreds of clients worldwide! Vendor & Contract Management Contract performance rating/score cards Comply with regulatory standards Schedu le and receive e-mail alerts Workflow routing & tasks Compli ance manager Centra l repository for all your contracts Link related contracts and Amendments Easily search, sort and filter your repository Permission based security access Manage any type of contract or agreement Create & track any custom data fields Assign classifications {department, type, status, etc.) Track milestone dates Manage checklist/To-Do items Link to related contracts & vendors Maintain Price/Cost schedules Delegate and manage tasks and deliverables Complete audit trail (Who, What, Where, When) Collaboration & negotiation Use pre-defined tasks to track processes MS Word-like editor Manage templates with field merging and clauses Integrated electronic signature options Attachments & file document management Centrally organize all documents Attach/upload files Configurable user interface PDF OCR & full-text searching PDF to Word in-system conversion Secure document storage Cob bleStone-Leaders in C ontract Ma nagement So ftware !,~, Cob bleStoneSy stems.com Control access to documents Task performance reports Contract fi le folders Version control on all attachments and documents Check-in/Check-out tools Budgeting & financial management Spend management/cost control Budget alerts & notifications Create and manage tasks & e-mail a lerts Manage workflows Create unlimited rules-based workflows Specify field based criteria to initiate each workflow Configurable main menu navigation lin ks Employee management Granular user /employee permissions Contract access by contract, department, user Data importing & bulk Importing Intelligent workflow User-defined sub tables/grids Reporting/searching data grids Design dynamic reports with Report Builder Negotiation porta l module Create and save un limit ed reports Report on any data field in any area of the system Schedule reports to be auto-email User configurable dashboards Create any custom data fields Active Directory integration / Sing le Sign-On Legal Hold / litigation management Comprehensive document searching Contract and task progress indicators sol es@ cobb lesto nesyst e ms .com Phone : 86 6-330-0056/ Fa x: 609-482-8023 4 of 11 -Confide ntial ··\'·-COBBLE STONE•.•,, softwa re Contract Insight Enterprise: Cobblestone-hosted (SaaSl with 50 Leveled Named User License s Saas: Contract Insight Enterprise Named - Contract Management Software (annual hosted) Solicitation Number: FCIS-JB-980001-B Contract Number: GS-35F-0186W Contract In sigh t Ent erprise -Contract Management Software -Core -Saas Hosted {one instance) Annual Subscription License Contract Insig ht Enterprise Saas Host ed -Core System License; GSA with IFF -SIN 132.32 GS -3 5F -0186W with full system features, e-mail alerts, workflow, templates as per GSA Schedule 70, Cooperative Purchasing -Total ADMIN Users : 5 Total ADMIN Use rs Annual Subscription License -NAMED Annual Subsc ri ption License Contract Insight Enterprise Saas Ho sted -Admin Users Lic ense; GSA wi th IFF -SIN 132.32 GS-35F-0186W as per GSA Schedule 70, Cooperative Purchasing -Total SUPER Users: 15 Total SUPER Users An nu al Subscription License -NAMED Annual Subsc ription License Contract In sigh t Enterprise Saas Ho sted -Super Users Licen se; GSA with IFF -SIN 132.32 GS-35 F-0186W as per GSA Schedule 70, Cooperative Purchasing -Total STANDARD Use rs: 20Total STA NDARD Users Annual Subscription License -NAMED Annual Subscription Licen se Contract In sig ht Enterp ri se Saas Hosted -Standard Us e rs License; GSA with IFF -SIN 132.32 GS-3SF -0186W as per GSA Schedule 70, Cooperative Purchasing -Total READ-ONLY Use rs: 10 Total READ-ONLY Users Annua l Subscr iption License -NAMED Annual Subscription License Cont ract Insight Enterprise Saas Hosted -Read-only Users License; GSA with IFF -SIN 132.32 GS-35F -0 186W as per GSA Schedule 70, Cooperative Purcha sing -Add -on Modu le: Document Authoring & eS ign Module Annual Subscription License -NAM ED Annual Subsc ription License Contract In sight Enterprise Saas Hosted -Module License; GSA with IFF -SIN 132.32 GS-35F-01 86W as per GSA Schedule 70, Cooperative Purchasing CobbleSlone -Leaders in Contract Management Software ! :-"'1 CobbleStoneSystems.com 5 of 11 -Confidential GSA Price With IIF $2,460.45 $1,250.20 $2,606.70 $2,943.60 $744.80 not selected so les@cobb lestonesyslems.com Phone: 86&-330-0056/ Fax : 609-482-8023 ··\\~-COBBLESTONE •• ,, so ftwa re -Add-on Module : Solicitation Management Module Annual Su bscription License -NAMED Annual Subscription Licen se Contract Insight Enterprise Saas Hosted -Module Licen se; GSA with IFF -SIN 132.32 GS -35F-0186W as per GSA Schedule 70, Cooperative Purcha sing -Add-on Module : 132.32Vendor/Client Collaboration Gateway Portal Module Annual Subscription Li cense -NAMED Annual Subscription Licen se Contract Insight Enterprise Saas Hosted -Module Licens e; GSA with IFF -SIN 132.32 GS-35F-0186W as per GSA Schedule 70, Cooperative Purchasing -Add-on Module: Purchase Order Management Module Annual Subscription License -NAMED Annual Subscription Licen se Contract Insight Enterpri se Saas Hosted -Module Licen se; Open Market -Non GSA -Add-on Module: Datab ase Integration Management Module Annual Subscription Licen se -NAMED Annual Subscription License Contract Insight Enterprise Saas Hosted -Module Licen se; 3 Integration Connections Open Market -Non GSA -Add-on Module : Third-Party eSign Connection Manager Modu le Annua l Subscription License - NAMED Annual Subscription Licen se Contract Insight Enterprise Saas Hosted -Module Licen se; Requires licen se purchased from 3rd party eSign provider Open Market -Non GSA -Add-on Module : FAR Library & Forms (SF) Manager Component Add-On Annual Subscription Licen se -NAMED Annual Subscription Licen se Contract Insight Enterprise Saas Hosted -Module Licens e; Price pending further review of requirements Open Market -Non GSA CobbleStone -leade() in Contract Management Software! 5"' CobbleStoneSyslems .com sales@cobblestonesyslems .com Phone: 866-33(}{]()56/ Fax: 609-482-8023 6 of 11 -Confidential not selected $6,809.73 not selected not selected $3,304.25 not se lected ··\'~, CO BB LES TO NE ••• ,~ softwa re -Add-on Module: Active Directory Federated Services Connector Module Annual Subscription Licen se -NAMED Annual Subscription Lic ense Contract Insight Enterprise Saas Hosted -Modu le License; GSA with IFF -SIN 132.32 GS-3SF-0186W as per GSA Schedule 70, Cooperative Purchasing Setup Sys tem -One Tim e Fee 50 hours@ $115 -GSA with IFF -Programming Services SIN 132.51 -d30 GS -35 F-01 86W as per GSA Sche dule 70, Cooperative Purchasing Annual Support/Maintenance (fo r items se l ected above) Optional: Admin Training Session instructor lead; 1 Remote sess ion up to 10 users max per session: 2 sessions@ $1,134 (up to 12 total hours) -GSA with IFF -Online Training SIN 132.50 GS -3 5F- 0186W as per GSA Schedule 70, Cooperat i ve Purcha sing Optiona l: End User Training Sess ion in structor lead; 1 Remote session up to 10 users ma x per session : 1 sessio n@ $1,134 (up to 6 total hours)-GSA with IFF -Online Training SIN 132.50 GS-35F- 0186W as per GSA Schedule 70, Coop erati ve Purchasing Optional: IT/Technica l Training Session Optional: System Configuration Consultation Work Se ss ion Professional Services (Best Practices online consultation services for initial or ongoing configuration) 35 Hours at $135 per Hour -Open Market -Non GSA Optional : FAR Information Update Professional Services Annual Service s (Pend ing final revi ew of requirements) Open Market -Non GSA Optional: Saas Single Sign-on Setup Services (SAML 2.0 Comp li ant with WS Federation) For 1 Production System Open Market -Non GSA CobbleStone -Leaders in Conlra c l Ma nagement Software! sti.1 CobbleStoneSysle ms .com soles@cobblestonesystems.com Phone: 866-330-0056/ Fax: 609-482-8023 7 of 11 -Confi dentia l $3,801.86 $1 ,725.00 includ ed $2 ,268.00 $1 ,134.00 not selected $4,725 .00 not selected $1,850.00 ...... , .... COBBLESTONE•.•,, softwar e Option al Services: Data Import -Contracts -Source 1 -Onlin e Services Up to ___ Records with up to 20 user-defined field s Assume s structured/spreadsheet format for data/field mapping Estimated pending final Cobblestone review of data -Open Market -Non GSA Optional Services: Attachm ent Fil es/Docum ents -Remot e We b Up to ____ ele ctronic Co ntract Fil es /Attachments Ass umes unique, logical id entifi er to match contract electronic file with contract metadata record Estimated pending final Cobblestone review of data -Open Market -Non GSA Optional Services: Application Functionality Customization Optional Services: Report Customization Optional Services: Data Integration Sch eduled Services -Remote Web Estima te pending fin al Cobblestone review of requirem e nts May pu sh and/or pull vendor information, Runs on scheduled basi s *requires database direct access Op en Market -Non GSA Optional Services: Annual Support for Customization/Int egration Services Total (travel not included in pricing) CobbleSlone-Leaders in Contract Management Software! sr.1 CobbleSloneSyslems .com sales@cobbleslonesystems.com Pho ne: 866-330--0056/ Fa x: 609-482-8023 8 of 11 ~ Confiden tial not selected not se lect ed not selected not se lect ed not se lect ed $0 .00 ~35 /623.59 .•. ,, ... ~ .. - COBBLESTONE •:',' softwa re • Professional Services Options Data Import and Integration Services Cobblestone ha s the ability to import legacy metadata into your Contract Ins ig ht database to ease the transition and speed the implementation process. Cobblestone metadata importing and files/documents importing services are priced per hour). Pricing estimates can be provided after reviewing sample metadata and/or files . Cobblestone also offers the ability to integrate with other existing enterprise solutions. Cobblestone data integration remote services are priced per hour and include an additional annual support cost based on the integration specifications (if Cobblestone performs integration services). Pricing estimates can be provided after reviewing data integration requirements. Contract Insight Enterprise includes Web Services API that may be leveraged for data integration by your organization's IT staff. Comprehensive Training Options Cobblestone Software offers a full serv ice training offering. Cobblestone offers full onsite and remote training options. Each training course includes an instructor lead training class , full agenda and user manual. The formal training course are optional, however, to fully leverage the system features , we recommend the tra in ing course as knowledge sharing and formal education. Cobblestone offers full inline help, support, and online learning videos. Formal training options are below. l . Full Online Training (priced in this offer): The training session is live instructor-led via GoToMeeting . Th e tr aining sessions offered are sys tem configuration , end-u ser , reporting , and technical tra ining . A maxi mum of 20 attendees may participate in each remote training session . Online training is our best-value option, priced per hour. 2. Full On-Site Training at Your Office: Each onsite sess ion can have as many attendees that can fit comfortably ons it e in your conference room . The training sessions offered are sys tem configuration , end-user, reporting, and technical training . The training session is li ve instructor-led on your site . The training session covers all features (admin , setup/config , permissions , custom field s, workflow, contract management/creation, t asks and e-mail alerts, financials , vendor management/tracking, reporting/searching , and help). On-site (at client headquarters) training is priced per day (two-day minimum training plus travel days) plus trav el expenses (per GSA guidelines). 3. Full On-Site Training at Cobblestone's Office: Each sessio n can have as many attendees that can fit comfortably onsite in Cobblestone's conference room (approximately 20). The training sess ion is li ve instru ctor-le d in Cobblestone's training facility . The training session covers all features (admin, setup/config , permissions, custom fields , workflow, contract management/creation, tasks and e-mail alerts , financials , vendor management/tracking, reporting/searching, and help). Cobblestone hosted training sessions will be priced upon request . ••an travel and lodging are the responsibility of the client. Cobblestone-Leaders in Contrac t Management Softwarel sM CobbleStoneSys tems .com 9 of l l -Confidential sa les@cobblestonesystems.com Phone: 866-330-0056/ Fax: 609-482-8023 .•. ,, , ... , COBBLESTON E •a•,, software • Online Configuration Work Sessions Cobblestone also offers online configuration consultation work sessions (priced in this offer). The work sessions are dedicated online meetings with our implementation specialists to assist your team with the initial and/or ongoing configuration of tne s s-t-e.n . Ou rieum works with you, offering best-practices configuration consultation . We have found great success w ith c lients that choose these sessions in addition to the training sessions. Please note that the work sessions are optional, and you will not be invoiced unless the services have been delivered/completed . For e xample, if you purchase a block of 20 hours and only use 10 hours , you wil l only be invoiced for l O hours . You can also purchase the work sessions separa tel y after the training is completed , if you feel you need add it ional configuration guidance. The advantage of purchasing the work se ss ions with the initial contract is that we can break up the training and work sessions to configure areas of the system immediately after associated training session topics . Online configuration consultation work sessions are priced per hour. Other Professional Services Cobblestone also offers full implementation services. If full implementation services are preferred , Cobblestone will require full configuration and importing specifications including: fields for Contract Details, field s for Counterparty Details , fields for Employee Details , field v alues , field s assigned to each Contract Type , workflow (optional), document templates (optional), total count of legacy metadata rows for import, sample legacy metadata, total count of legacy files/documents for import, sample legacy files/documents . Cobblestone full implementation services can be priced upon request and review of requirements . Cobblestone is a worldwide provider of contract management software since 1995 and has years of industry knowledge and a track record of client success . Cobblestone is trusted by thousands of users worldwide and over 3 million contracts are managed by the Cobblestone Platform. Contract Insight is a great addition to an organization 's needs and offers: contract tracking , definable fields , fle xible reports , e-mail alerts , tasks and checklists , security, document management, workflow tasks, financials, searching, full text indexing , mobile-friendly access, and much more. We feel that our expertise and product may be a good match for your requirements and look forward to presenting our system to you and your team. Please contact me if th ere are any questions or if you would like to proceed. We loo k forward to working with you and your team . Sincerely, Michael Gormley Jr . Cobblestone -Leaders in Contract Management Software! SM 866-330-0056 e xt .140 I mqorm ley@CobbleStoneSystems.com Cobblestone -Leaders in Contract Management Software! s,, CobbleStoneSystem s.com t O of 11 -Confidential sa les@cobbles tonesys tems .com Phone: 866-330-0056/ Fax: 609-4 82-8023 Next Steps & Implementation: ./ Review and Approve Order ./ Schedule Planning Kick-Off Call ./ Install/Release System ./ Start Training & Configuration ./ Start Managing Your Contracts Better ./ Success! Rest assured, Cobblestone is committed to delivering you and outstanding customer experience. Our goal is to provide you with the most user-friendly, flexible tools possible that allow your organization to reach its highest potential for success. Thank you again for considering Cobblestone Software as your organization's preferred contract management software solution provider. We look forward to working w ith your team. Cobblestone -Leaders in Con tract Management So ftwa re!'"" CobbleStoneSystems.com 11 of 11 -Confidentia l sa les@cobblestonesystems.com Phone: 866-330-0056/ Fax: 609-482-8023 COBBSYS-01 J1JPATEL ACORD. CERTIFICATE OF LIABILITY INSU RA NCE I DA TE (MM /DD /YYYY ) ~ 07/30/2018 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Herbert L Jamison & Co ., LLC r:,g,NJo, Ext): (973) 731-0806 I FA X 20 Commerce Drive (A/C, No):(973) 731 -3035 E-MAIL 2nd Floor AD DRES S: Cranford, NJ 07016 INSURERIS\ AFFORDING COVERAGE NAIC # INSURER A : Travelers lndem. Co of America 25666 INSU RED INSURER s: Charter Oak Fire Insurance Co 25615 Cobblestone Systems Corp d/b/a CobbleStone Software INSURER C: 918 South White Horse Pike INSURER D : Somerdale, NJ 08083 INSURER E : INS URER F : COVERAGES CERTIFICATE NUMBER· REVISION NUMBER· THI S IS TO CER TIFY THAT THE POLI CIE S OF INSURANCE LI STED BELOW HAVE BEEN ISSU ED TO THE INSURED NAMED ABOVE FOR THE POLI CY PERIOD INDI CATED . NOTW ITHSTANDIN G ANY REQUIREMENT , TERM OR CO NDITI ON OF AN Y CO NTRA CT OR OTHER DO CU MENT WITH RESPECT TO WHICH THI S CERTIFI CATE MAY BE ISSUED OR MA Y PERTAIN , THE IN SURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TER MS. EXCL USIONS AND CON DITIONS OF SUCH POLICIES . LIMITS SHOWN MAY HA VE BEEN REDU CED BY PAID CLA IM S. INSR TYPE OF INSURAN CE ADDL SUBR POLICY NUMBER ,~~~1<;.'!: ~.!'!' .. PO LICY EXP LIMITS I TR IN SO Wvo /MM IOO IYYYY\ A X COMMERCIAL GENERAL LIABI LITY EACH OCCURRENCE $ 1 ,000,000 t--D CLA IM S-MADE 00 OCCUR DAMAGE TO REN TED 300,000 ZLP 41M76802 05/01/2018 05/01/2019 PREMISES /Ea occurrence\ $ x Owner's & Contractor MED EXP /Anv one oerson \ $ 10,000 t-- 1,000,000 PERSONA L & ADV INJ URY $ t-- 2,000 ,000 ~fl AGGREGATE LIMIT APP LIE S PER GENERAL AGGREGATE $ POLICY O .\'f8i O LDC PRODUCTS -COMP/OP AGG $ 2,000,000 OTH ER : $ A AUTOMOB ILE LIABILITY fE~~~~~~~tf'NGLE LIMIT $ 1,000,000 - ANY AU TO BA-5K599147 05/01/2018 05/01/2019 BODILY INJURY /Per oerson\ $ -OWN ED -SCHEDULED AUTOS ONLY t--AUTOS BODILY IN JURY /Per accident\ $ X HI RED X NON-OWNED /p~?~fc~~~t~AMAGE $ -AUTOS ONLY t--AUTOS ONLY $ A X UMBRELLA LIAB M OCCUR EACH OCCURRENCE $ 8,000 ,000 -ZUP 15T83132 05/01/2018 05/01/2019 8 ,000 ,000 EXCE SS LIAB CLAIMS -MADE AGGREGATE $ DED I X I RETENTION $ 10,000 ~ B WORKERS COMPENSATION I ~~fruTE I I OTH- AND EMPLO YERS ' LIABILITY ER Y/N UB-BJ872419 10/02/2017 10/02/2018 1,000,000 ANY PROPRIETOR/PARTNER/E XECUTIVE D E.L. EACH ACC IDENT $ OF FICER/M EMBER EXC LUDED ? NIA 1,000,000 (Mandatory in NH) E.L. DISEASE -EA EMPLOYEE $ If yes, describe under DESCR IPT ION OF OPERATIO NS below E.L. DISEASE -PO LI CY LIMIT $ 1,000,000 A E&O Claims Made ZPL 41 M7684A 05/01/2018 05/01/2019 Retention $25,000 10,000,000 A Network Security CM ZPL 41M7684A 05/01/2018 05/01/2019 Inc with E&O 10,000,000 DES CR IPTION OF OPERATIONS/LOCATIONS I VEHICLES gcoRD 101 , Additional Rema rk s Schedule, may be attac hed if more space Is req uired) City of Cuperti no, Its City Council, Boards and ommissions, Officers , Officials, Employees, Agents, Servants, Volunteers and Consultants are included as Additional insured with Waiver of Subrogation(Blanket) with Primary and Non contributory basis for work performed by named insured per written contract. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Cupertino THE EXPIRATION DATE THEREOF , NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS . Attn : City Clerk 10300 Torre Avenue Cupertino, CA 95014-2302 AUTHORIZED REPRESE NTATIVE ~~ I ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: COBBSYS-01 J1JPATEL ------------------- LO C #: 1 -------- ADDITIONAL REMARKS SCHEDULE Page 1 of 1 AGENCY NAMED INSURED Herbert L Jam'ison & Co., LLC Cobblestone Systems Corp d/b/a CobbleStone Software 918 South White Horse Pike ,_P_O_LI-CY_N_U_M_BE_R ___________________ ______, Somerdale, NJ 08083 $EE PAGE 1 I NAIC CODE SEEP 1 CARRIER SEE PAGE 1 ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM , FORM NUMBER: ACORD 25 FORMJ ITLE.:_Certificate of Liability Insurance Crime Coverage $2,000,000 Retention $25,000 EFFECTIVE DATE : SEE PAGE 1 Business Personal Property-Special Form Including Theft $114,030 Deductible $1,000 ACORD 101 (2008/01) © 2008 ACORD CORPORATION. All rights reserved . The ACORD name and logo are registered marks of ACORD - POLICY NUMBER: ZLP-41M76802-18-I5 COMMERCIAL GENERAL LIABILITY ISSUE DATE: 08/31/18 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULL V. ADDITIONAL INSURED (CONTRACTORSl This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE NAME OF PERSON(S) OR ORGANIZATIONS(S): City of Cupertino, Its City Council, Boards and Commissions, Officers, Officials, Employees, Agents, Servants, Volunteers and Consultants PROJECT /LOCATION OF COVERED OPERATIONS: City of Cupertino 10300 Torre Avenue Cupertino, CA 95014-2302 1. WHO IS AN INSURED -(Section 11) is amended to include the person or or- ganization shown in the Schedule above, but: al Only with respect to liability for "bodily injury", "property damage" or "personal injury"; and bl If, and only to the extent that, the injury or damage is caused by acts or omissions of you or your subcon- tractor in the performance of "your work" on or for the project, or at the location, shown in the Schedule. The person or organization does not qualify as an additional insured with respect to the independent acts or omissions of such person or organi- zation. 2. The insurance provided to the additional insured by this endorsement is limited as follows: a) In the event that the Limits of Insur- ance of this Coverage Part shown in the Declarations exceed the limits of liability required by a "written con- tract requiring insurance" for that additional insured , the insurance pro- vided to the additional insured shall be limited to the limits of liability required by that "written contract re- quiring insurance". This endorsement shall not increase the limits of in- surance described in Section Ill Limits Of Insurance. b) The insurance provided to the addi- tional insured does not apply to "bodily injury", "property damage" or "personal injury" arising out of the rendering of, or failure to render, any professional architectural, engi- neering or surveying services, includ- ing: i. The preparing, approving, or fail- ing to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders or change orders, or the preparing, approv- ing, or failing to prepare or ap- prove, drawings and specifica- tions; and ii. Supervisory, inspection, architec - tural or engineering activities. CG D2 47 08 05 © 2005 The Travelers Companies, Inc. Page 1 of 2 COMMERCIAL GENERAL LIABILITY c) The insurance provided to the addi-iii. The nature and location of any tional insured does not apply to injury or damage arising out of "bodily injury " or "property damage " the "occurrence " or offense. caused by "your work" and included bl If a claim is made or "suit" is in the "products-completed opera-brought against the additional in- tions hazard" unless a "written con-sured, the additional insured must: tract requiring insurance" specifically requires you to provide such cover-i. Immediately record the specifics age for that additional insured, and of the c l aim or "suit" and the then the insurance provided to the date received; and additional insured applies only to ii. Notif t us as soon as racticable. such "bo dTI y injury,,-or ,..-;p:;-;r;-;o:;-';p:;-;e:;-;r;;:.,y,----------'-'-'--''-'-"''-'--'-'- damage " that occurs before the end The additional insured must see to it of the period of time for which the that we receive written notice of the "written contract requiring insurance" claim or "suit" as soon as practica- requires you to provide such cover-ble. age or the end of the pol icy period, cl The additional insured must immed i - whichever is earlier. ately send us copies of all legal pa - 3. The insurance provided to the additional pers received in connection with the insured by this endorsement is e x cess claim or "suit", cooperate with us in over any valid and collectible "other in-the investigation or settlement of the claim or defense against the "suit", surance", whether primary, excess, con- tingent or on any other basis, that is and otherwise comply with all policy available to the additional insured for a conditions. loss we cover under this endorsement. dl The additional insured must tender However, if a "written contract requiring the defense and indemnity of any insurance" for that additional insured claim or "suit" to any provider of specifically requires that this insurance "other insurance" which would cover apply on a primary basis or a primary the additional insured for a loss we and non-contributory basis, this insur-cover under this endorsement. How- ance is primary to "other insurance" ever, this condition does not affect available to the additional insured which whether the insurance provided to covers that person or organization as a the additional insured by this en- named insured for such loss, and we dorsement is primary to "other in- will not share with that "other insur-surance" available to the additional ance". But the insurance provided to the insured which covers that person or additional insured by this endorsement organization as a named insured as still is excess over any valid and col-described in paragraph 3. above. lectible "other insurance", whether pri- mary, excess, contingent or on any 5. The following definition is added to other basis, that is available to the ad-SECTION V. -DEFINITIONS: ditional insured when that person or or -"Written contract requiring insurance" ganization is an additional insured under means that part of any written con- such "other insurance". tract or agreement under which you 4. As a condition of coverage provided to are required to include a person or the additional insured by this endorse-organization as an additional insured ment : on this Coverage Part, provided that the "bodily injury" and "property a) The additional insured must give us damage" occurs and the "personal written notice as soon as practicable injury" is caused by an offense of an "occurrence" or an offense committed: which may result in a claim. To the e x tent possible, such notice should a. After the signing and execu- include: tion of the contract or agree- ment by you; i. How, when and where the "occur- rence " or offense took place; b. While that part of the contract or agreement is in effect; and ii. The names and addresses of any injured persons and witnesses; c. Before the end of the policy and period. Page 2 of 2 © The Travelers Companies, Inc . CG D2 47 08 05 POLICY INFORMATION ....... TRAVELERSJ THIS IS NOT A BILL. YOUR POLICY IS DIRECTLY BILLED. IF THIS IS A POLICY CHANGE, THE ADDITIONAL OR RETURN PREMIUM WILL BE SHOWN ON FUTURE INSTALLMENT BILLINGS. Company: TRAVELERS PROPERTY CASUALTY co. OF AMERICA I N s Policy Inception/Effective Date: 08/31/ 18 Policy Number: U COBBLESTONE SOFTWARE R 918 SOUTH WHITE HORSE PIKE E SOMERDALE NJ 08083 D A G H L JAMISON & CO LLC E 20 COMMERCE DR 2ND FL N CRANFORD NJ 07016 T Policy Numbe r Description ZLP-41M76802-18-I5 Agency Number: 2901975 Transaction Type: ENDORSEMENT OF POLICY Transaction Number: 003 Processing Date: 08/31/18 13:21 Account Number: 10115829BA Amount Surtax / Surcharge 41M76802 SERIES 2000 ENDT -ADDITIONAL PREMIUM $33.00 THE PREMIUM SHOWN DOES NOT INCLUDE A PREMIUM PAYMENT PLAN SERVICE CHARGE. IF YOU SELECTED A PREMIUM PAYMENT PLAN YOUR PAYMENT SCHEDULE/BILL WILL SHOW THIS CHARGE. THIS POLICY IS ON A SIX PAY PAYMENT PLAN. A PAYMENT SCHEDULE/BILL WILL FOLLOW SHORTLY. INSURED COPY 40793 Ed. 12-90 © 1990 The Travelers Indemnity Company. All rights reserved . Page 1 40793 Ed. 12-90 Page 2 INSURED COPY © 1990 The Travelers Indemnity Company. All rights reserved. ~ TRAVELERSJ One Towe r Square. Hartford, Connecticut 06183 INSURING COMPANY: TRAVELERS PROPERTY CASUALTY CO. OF AMERICA NAMED INSURED: COBBLESTONE SYSTEMS CORP POLICY NUMBER: ZLP-41M76802-18-I5 POLICY EFFECTIVE DATE: 05/01/ 18 POLICY EXPIRATION DATE: 05/01/19 ISSUE DAT~ 08/31/18 Additional PREMIUM: $33. 00 CHANGE ENDORSEMENT Effective from 08/31/2018 at the time of day the policy becomes effective. THIS INSURANCE IS AMENDED AS FOLLOWS: The Commercial General Liability part of your policy is amended as follows: Adding form CG D2 47 ADDITIONAL INSURED (CONTRACTORS) as per the attached. All other terms and conditions remain the same. NAME AND ADDRESS OF AGENT OR BROKER H L JAMISON & CO LLC 20 COMMERCE DR 2ND FL CRANFORD NJ 07016 Countersigned by Authon zed Representative DATE: Office: TAMPA-DALE MABRY IL TO 07 09 87 © 1987 The Travelers Indemnity Company. All rights reserved. Page 1 of 2 IL TO 07 09 87 © 1987 The Travelers Indemnity Company. All rights reserved. Page 2 of 2