Amendment_1_GB_Memo__JDM_Apr21_Update_-Signed_pg._1-3 (1)_encrypted_ (1)

Extracted text

CoSF Version 6 1.14.2025
Date: April 22, 2026
To: Governing Body, Finance Committee, and Public Works & Utilities Committee
From: John Del Mar, Engineer Supervisor, Water Division
Via: Jesse Roach, Interim Public Utilities Department Director
Jonathan Montoya, Interim Water Division Director
Subject: Permitting Software Contract Amendment and Budget Amendment Resolutions
Vendor Name: Vertosoft, LLC
Vendor Number: 10788
ACTION:
Request for Approval of Amendment No. 1 to a General Services Contract with Vertosoft LLC for the Purchase of
Additional OpenGov Enterprise Asset Management Software Domains in a Total Amount Not to Exceed $209,278.24,
Including NM GRT.
1. Request for Approval of a Budget Amendment Resolution (BAR) Increasing Public Utilities Admin Software
Budget by $84,705.00 and Decreasing Available Water Enterprise Fund in the Total Amount of $84,705.00.
CONTRACT NUMBER:
The FY25 Munis contract number is 3260136.
BACKGROUND AND SUMMARY:
The OpenGov Permitting and Licensing platform was selected by the City of Santa Fe Land Use Department in July 2025.
The platform supports key land use planning and permitting functions, including application intake, plan review,
inspections, fee collection, code enforcement, licensing, and reporting. The Water Division’s development process is
supported in the Land Use implementation of the OpenGov platform; however, the Water Division has additional
processes that occur outside of the Land Use framework. These are cases where customers come to the Water Division for
new or changed water service and water line extensions, but do not need to go through any Land Use process. To maintain
consistency withing the Water Division, and between the Public Utilities and Land Use Departments, the Water Division
approached OpenGov for an expansion in their scope to include our additional use cases.
Original contract item #25-0373 in the amount of $800,576.77 was approved by the Governing Body on August 13, 2025.
The contract includes a one-time deployment, first year subscription and two additional annual renewals. The first renewal
date is February 14, 2026.
Amendment 1 increases the contract amount by $209,278.24 for a total of $1,035,141.40 including NMGRT for the four
remaining years of the contract. The contract amendment includes a one-time deployment, first year subscription and twoJM
JMJesse Roach

additional annual renewals. The amendment also corrects the NMGRT rate in the original contract. The cost of this
amendment will be funded by the Water Division.
The FY26 cost requested in Amendment No. 1, is $84,705.00 including GRT and includes costs for implementation as
well as the first-year subscription. Subsequent years will be included in the Water Division’s annual operating budget. The
requested budget amendment is funded by the Water Enterprise Fund.
PRIOR APPROVALS AND SUPPORTING INFORMATION:
FUNDING SOURCE:
Fund Name/Number: Water Enterprise Fund / 505
Munis Org Name/Number: PUD Admin / 5115501
Munis Object Name/Number: Software>$5k / 570850
Budget Officer / Designee: Date:
Budget Officer Comment/Exceptions:
PROCUREMENT METHOD:
The procurement method used was NMSA 1978, Section 13-1-135, Cooperative Purchase -
procurement method is the OMNIA Partners contract 01-165.
Item #25-0373 Munis No. 3260136.
Chief Procurement Officer (CPO) / Designee: Date:
CPO Comment/Exceptions:
ASSOCIATED APPROVALS:
IT Components included? ☒ Yes | ☐ No
Approval: Title: Date:
Comment/Exceptions:
Vehicles included? ☐ Yes | ☒ No
Approval: Title: Date:
Comment/Exceptions:
Construction to City Facilities, Furniture, and/or Fixtures included? ☐ Yes | ☒ No
Approval: Title: Date:
Comment/Exceptions:
Is this an externally funded purchase? ☐ Yes | ☒ No
If yes, what is the issuing agency:AP (May 1, 2026 14:12:40 MDT)
AP05/01/202605/06/2026Eric Candelaria (May 26, 2026 10:35:01 MDT)

Approval: Title: Date:
Comment/Exceptions:
Is this a Capital Asset or Project? ☐ Yes | ☒ No
Project Ledger Number:
Approval: Title: Date:
Comment/Exceptions:
ATTACHMENTS:
Amendment 1
Budget Adjustment Request (BAR)
Original contract packet
Certificate of Insurance

Item#
Munis Contract# 3260136
Original Contract Item# 25-0373
OMNIA Partners Master Agreement # 01-165
CITY OF SANTA FE
GENERAL SERVICES CONTRACT
ITEM #25-0373
AMENDMENT NO. 1
This AMENDMENT NO. 1 ("Amendment") amends the CITY OF SANTA FE GENERAL SERVICES
CONTRACT, dated August 16, 2025 ("Contract"), between the City of Santa Fe ("City") and VERTOSOFT, LLC.
("Contractor"). The date of this Amendment shall be the date when it is executed by the City and the Contractor
whichever occurs last.
Pursuant to Article 8 of the Contract, and for good and valuable consideration, the receipt and sufficiency of
which are acknowledged by the parties, the City and the Contractor agree as follows:
1. SCOPE OF WORK
Article 2, paragraph A of the Contract is amended to read as follows:
The Contractor shall perform the scope of work outlined in Exhibit A and Exhibit A.1.
2. COMPENSATION.
Article 3 of the Contract is amended to increase the amount of compensation by a total of One-Hundred
Ninety-Three Thousand Four Hundred Forty Dollars and Thiry-One Cents ($193,440.31), plus applicable out-of-
state GRT. The GRT for the increased amount will be calculated based on the current rate of 8.1875%, totaling
$15,837.93, so that Article 3 reads in its entirety as follows:
Compensation Schedule. The City shall pay to the Contractor based upon fixed prices for each Deliverable, per
the schedule outlined in Exhibit B and Exhibit B1, less retainage, if any, as identified in paragraph C of this
Clause.

2
A. The amount payable to the Contractor under this Contract shall not exceed $956,803.14, plus applicable
GRT. The GRT will be calculated based on the current rate of 8.1875%, totaling $78,338.26. The total
compensation is $1,035,141.40. This amount is a maximum and not a guarantee that the work assigned to be
performed by Contractor under this Contract shall equal the amount stated herein. The Parties do not intend for
the Contractor to continue to provide Services without compensation when the total compensation amount is
reached. contractor is responsible for notifying the City when the Services provided under this Contract reach
the total compensation amount. In no event will the Contractor be paid for Services provided in excess of the
total compensation amount without this Contract being amended in writing prior to services, in excess of the
total compensation amount being provided.
Payment shall be made upon acceptance of each Deliverable and upon the receipt and acceptance of a detailed,
certified Payment Invoice. Progress and Deliverable Payments will be made to the Contractor's designated
mailing address. In accordance with NMSA 1978, Section 13-1-158, payment shall be tendered to the
Contractor within thirty (30) days of the date of written certification of acceptance. All payment invoices
MUST BE received by the City at least thirty (30) days after the completion of each Deliverable and no later
than fifteen (15) days after the termination of this Contract. Payment Invoices received after such date WILL
NOT BE PAID. If you do not receive confirmation of invoice receipt within seven days, email
accountspayable@santafenm.gov to request an update. For contract-related inquiries, contact
purchasing@santafenm.gov.
C. Retainage. Not Applicable – The Parties agree there is no retainage.
D. Performance Bond. Not Applicable. The Parties agree there is no Performance Bond.
3. CONTRACT IN FULL FORCE.
Except as specifically provided in this Amendment, the Contract remains and shall remain in full force and
effect, in accordance with its terms.

3
IN WITNESS WHEREOF, the parties have executed this Amendment No. 1 to the Contract as of the date of
the final signature set forth below.
CITY OF SANTA FE: CONTRACTOR: VERTOSOFT, LLC
MAYOR MICHAEL J. GARCIA JAY COLAVITA, PRESIDENT
DATE: DATE:
NMBTIN# 81-3911287______________________
City of Santa Fe Business Registration ________
ATTEST:
GERALYN CARDENAS, CITY CLERK
CITY ATTORNEY’S OFFICE:
MARCOS D. MARTÍNEZ, CITY ATTORNEY
APPROVED FOR FINANCES:
ANDREA PHILLIPS, INTERIM FINANCE DIRECTORApr 21, 2026Marcos D. Martinez (Apr 21, 2026 08:35:47 MDT)
Marcos D. MartinezANDREA PHILLIPS (May 22, 2026 09:51:00 MDT)

Statement of Work
City of Santa Fe, NM
Creation Date: 01/28/2026
SoW Expiration Date:04/28/2026
Document Number: PS-10998.1
Created by: Josh Volpert
PS-10998.1
1
Exhibit A1

Table of Contents
OpenGov Statement of Work 3
1. Project Scope and Understanding 3
2. Exhibits 3
3. OpenGov Responsibilities 3
4. Customer Responsibilities 3
5. Project Delivery 4
6. Estimated Schedule 4
7. Acceptance Procedure 4
8. Modifications 4
9. Communication and Escalation Procedure 5
Exhibit 1: Implementation Activities 6
OpenGov Implementation Methodology Overview 6
Permitting & Licensing 6
Initiate 6
Validate 7
Configure 7
Train 8
Launch 9
Exhibit 2: Technical Requirements 10
Permitting & Licensing Technical Requirements 10
PS-10998.1
2

OpenGov Statement of Work
1. Project Scope and Understanding
This Statement of Work (“SOW”) outlines the Professional Services OpenGov will
provide to the City of Santa Fe, NM (“Customer”) under the applicable Order Form.
Professional Services or technical requirements not listed in this SOW are out of
scope.
2. Exhibits
The following exhibits are incorporated by reference and are part of this SOW:
2.1. Exhibit 1: Implementation Activities
2.1.1. Permitting & Licensing
2.2. Exhibit 2: Technical Requirements
2.2.1. Permitting & Licensing
3. OpenGov Responsibilities
OpenGov will provide a framework for planning, communication, progress tracking,
and coordination for activities in Exhibit 1. In collaboration with Customer, OpenGov
will develop and maintain the Project Plan. The “Project Plan” is a detailed, living
document that defines how the project will be executed, including tasks, timelines,
milestones, and team assignments. OpenGov will monitor progress against the
Project Plan, coordinate adjustments to tasks and schedules as needed, and
conduct status meetings as agreed to by the parties. OpenGov will provide weekly
status reports, a Project Charter, and a RAID register (Risks, Actions, Issues, and
Decisions). The “Project Charter” is a high-level document outlining the project’s
purpose, goals, key stakeholders, success criteria, and major milestones.
4. Customer Responsibilities
The Customer will appoint a primary point of contact with authority to make binding
decisions (“Customer’s Project Manager”). This person will coordinate internal
resources, assign subject matter experts (“SMEs”), and oversee implementation.
Responsibilities include attending status meetings, making timely decisions,
providing requested information, escalating issues internally, and collaborating on
the Project Plan and Change Order process, if applicable.
Customer acknowledges that the success of this project is contingent on its full
participation. Customer must provide data within ten (10) business days of a
request, maintain consistent data formats and access throughout the project, and
allocate the necessary Customer resources and time to support deliverables and
meet agreed-upon timelines.
PS-10998.1
3

5. Project Delivery
OpenGov will perform services under this SOW remotely. OpenGov may use a
combination of OpenGov personnel and OpenGov-trained implementation partners
to deliver the services described in this SOW.
6. Estimated Schedule
The specific timeline, including order of delivery of the suite(s), will be determined
during the project planning activities in the Initiate Phase. Services are estimated
to begin within two (2) weeks and no later than four (4) weeks from contract
signature. OpenGov reserves the right to adjust the schedule based on the
availability of Customer or OpenGov resources, and the timeliness of deliverables
provided by the Customer.
7. Acceptance Procedure
OpenGov will submit completed deliverables to the Customer’s Project Manager for
review. Within five (5) business days of receipt, the Customer’s Project Manager will
either provide written acceptance or a list of requested revisions. In the event there
are requested revisions, the subsequent review period for acceptance will follow
the same timeline until final acceptance. If Customer does not respond within this
period, the deliverable will be deemed accepted. Once a deliverable is accepted, any
requested changes will require a paid Change Order.
Acceptance milestones and review timelines will be tracked in the Project Plan.
Both parties acknowledge that delays in task completion or unresolved issues may
impact the project timeline. If OpenGov determines in good faith that Customer is
not fulfilling its responsibilities under this SOW, OpenGov may place services on
hold following a minimum of five (5) business days’ written notice. The notice will
specify the actions needed to progress the project. During the hold period, OpenGov
may reallocate resources without penalty and will not be responsible for resulting
delays.
8. Modifications
The fees and estimated timeline are based on the scope and assumptions in this
SOW. If either party determines that a change to the scope is necessary, the parties
will collaborate to define the required modification, which may result in fee
adjustments based on OpenGov’s standard rates. All modifications must be
documented in a written Change Order and signed by both parties (“Change Order”) .
PS-10998.1
4

Examples of changes include revisions to the project timeline, deliverables, or
resource allocation.
9. Communication and Escalation Procedure
OpenGov and Customer agree to maintain regular communication in alignment with
the Project Plan to ensure progress, resolve questions promptly, and minimize risk.
Both parties will raise any issues or concerns in a timely manner. If challenges are
not resolved through standard project discussions, Customer and OpenGov Project
Managers will escalate to their respective executive leadership teams to jointly
determine a resolution and align on a path to successful implementation.
PS-10998.1
5

Exhibit 1: Implementation Activities
OpenGov Implementation Methodology Overview
Every OpenGov implementation follows a standardized five-phase methodology designed to ensure
a structured and collaborative deployment. The phases are:
1. Initiate – OpenGov provisions access and performs initial system setup.
2. Validate – OpenGov works with the Customer to confirm requirements and review initial
configurations.
3. Configure – OpenGov completes system configuration as outlined in this SOW.
4. Train – OpenGov provides training to system administrators and/or end users, as applicable.
5. Launch – OpenGov provides post-go-live support and transitions the Customer to
OpenGov’s Customer Success Team.
Each implementation is structured around these phases. Deliverables, sign-offs, and completion
criteria are aligned to the relevant phase.
Permitting & Licensing
Use Cases for Permitting & Licensing:
● Water Services
Initiate
Provisioning Permitting & Licensing Platform
OpenGov will:
PS-10998.1
6

● OpenGov will provision Customer’s OpenGov entity and verify Customer has access to all
purchased modules.
Customer will:
● Confirm access to entity and modules.
Completion Criteria
● Customer verifies access to the site.
Data Initiation
OpenGov will:
● Provide the needed data and format to the customer.
● Discuss data needs for the foundational initiation of the software.
● Assign a Project Manager once the data has been collected.
Customer will:
● Provide the required data in a timely manner.
Completion Criteria
● Customer sign-off that the Integrations are complete and the data is being captured as
planned.
Validate
Technical Project Review
OpenGov will:
● Provide up to one (1) one-hour working sessions at the beginning of the project to:
o Review deliverables
o Review technical requirements
o Provide documentation on requirements and processes
OpenGov Assumptions:
● Customer will provide relevant data within two (2) weeks immediately following the kick-off
meeting.
Customer will:
● Identify relevant participants for attendance.
● Confirm deliverables.
● Gather and provide relevant data for the project.
Completion Criteria
● Customer sign-off on project plan.
Configure
Record Types Deliverables
PS-10998.1
7

OpenGov will configure the following standard record types, including sub-types, drafts of
Customer’s record types in the Permitting & Licensing system including Form, Workflow, Output
Document and Fees:
Water Services Service Area
Up to one (1) record types from the following list:
● Water Service Application
Customer will:
● Attend working sessions to validate, review, and iterate upon draft records.
● Test all configured record types
Completion Criteria
● Customer sign-off that the Record Types have been configured. Sign-off will occur with
each completed Record Type.
Data Deliverables
Autofill Integration
OpenGov will:
● Provide up to two (2) Autofills, using source data from OpenGov or provided by the
Customer.
Customer will:
● Provide the source data, if applicable.
● Agree upon specifications prior to upload.
Completion Criteria
● Customer sign-off on the Autofill Integration.
Train
Administrator Training
OpenGov will:
● Provide up to eight (8) hours of Permitting & Licensing system administrator training to
enable system administrators on the following topics:
○ Setting up the public portal
○ Employee app settings
○ Creating and editing record types
○ Managing Forms
○ Editing Documents
○ Creating Workflows
○ Setting up Inspections
○ Reporting & Transparency
■ Download and upload data
■ How to create reports and dashboards
○ Mobile app
Customer will:
PS-10998.1
8

● Identify the relevant participants to attend each training session.
Completion Criteria
● Administrator Training has been conducted.
End User Training
OpenGov will:
● Provide up to eight (8) hours of end-user trainings designed for Plan Review, Inspectors,
Finance Staff, etc. to cover the following topics:
○ Navigation of the system
○ Manage inbox and tasks
○ Take payments
○ Conduct inspections
○ Create records
○ Mobile app
Customer will:
● Identify the relevant participants to attend each training session.
Completion Criteria
● End User Training has been conducted.
Launch
HyperAdopt
OpenGov will:
● Provide up to eight (8) hours of HyperAdopt support from the OpenGov Project Team post
Go-Live to ensure successful adoption.
Customer will:
● Identify issues and attend sessions
Completion Criteria
● Customer sign-off that the project has been completed.
PS-10998.1
9

Exhibit 2: Technical Requirements
Permitting & Licensing Technical Requirements
Autofills using Customer source data
● Flat file, .csv, .xls, .xlsx, .txt with headers
Current application forms, workflows, fee structures, and output documents
● PDF, Word, .csv, .xls, .xlsx with headers
PS-10998.1
10

1602 Village Market Blvd SE, Suite 320
Leesburg, VA20175 USA
Cage Code: 7QV38
UEI Number Y7D5MXRU2839
DUNS# 080431574
Federal Tax ID: 81-3911287
Business Size: Small Business
Date: 2/25/2026, 6:12 PM
Phone: 571 707-4130
Fax: 571-291-4119
Email: opengov@vertosoft.com
Vertosoft Contact: Carly Moore
Phone: (540) 998-8361
Email: carly.moore@vertosoft.com
Vertosoft Quote for OpenGov - City of Santa Fe, NM
Contract: NCPA - OMNIA 01-165
Quote #: Q-19530
Expires On: 4/15/2026
Ship To
Taylor Jurgens
City of Santa Fe, NM
Quote For:
Name:
Company: City of Santa Fe, NM
Email:
Phone:
PAYMENT TERMS DELIVERY METHOD PAYMENT METHOD VERTOSOFT CUST ID SUPPLIER REF
Net 30 Electronic Check/ACH/Credit Card
Overall POP Start Date: 4/15/2026
Overall POP End Date: 4/14/2029
Group1 4/15/2026 - 4/14/2027
PART # DESCRIPTION QTY UNIT PRICE EXTENDED
OG-SWCV-B300500M-
AR-3Y
Autofill Interface - Between $300-500 Million - 3Y 2.00 $1,482.01 $2,964.02
OG-TWET-B300500M-
AR-3Y
Permitting and Licensing - Public Works Permits Additional Service
Area - Between $300-500 Million - 3Y
1.00 $50,530.14 $50,530.14
OG-PSBG-B300500M-
OT-0Y
Professional Services Deployment - Prepaid - Between $300-500
Million - 0Y
124.00 $200.00 $24,800.00
Group1 TOTAL: $78,294.16
Page 1 of 2
Exhibit B1

Group2 4/15/2027 - 4/14/2028
PART # DESCRIPTION QTY UNIT PRICE EXTENDED
OG-SWCV-B300500M-
AR-3Y
Autofill Interface - Between $300-500 Million - 3Y 2.00 $1,556.10 $3,112.20
OG-TWET-B300500M-
AR-3Y
Permitting and Licensing - Public Works Permits Additional Service
Area - Between $300-500 Million - 3Y
1.00 $53,056.65 $53,056.65
Group2 TOTAL: $56,168.85
Group3 4/15/2028 - 4/14/2029
PART # DESCRIPTION QTY UNIT PRICE EXTENDED
OG-SWCV-B300500M-
AR-3Y
Autofill Interface - Between $300-500 Million - 3Y 2.00 $1,633.91 $3,267.82
OG-TWET-B300500M-
AR-3Y
Permitting and Licensing - Public Works Permits Additional Service
Area - Between $300-500 Million - 3Y
1.00 $55,709.48 $55,709.48
Group3 TOTAL: $58,977.30
Grand Total: $193,440.31
Annual invoices will be delivered by the start of each consecutive annual period. Payment of invoices shall be annually in
advance. Any Professional Services shall be performed pursuant to the attached Statement of Work, if any.
Quote Terms
By purchasing the products and services described in this order form, the Customer is expressly agreeing to the End User
Agreement published at https://www.vertosoft.com/terms-and-conditions-opengov
Taxes: Sales tax shall be added at the time of an invoice, unless a copy of a valid tax exemption or resale certificate is
provided.
Credit Card Orders: Additional fees may apply if paying by credit card.
All Purchase Orders must include: End User Name, Phone Number, Email Address, Purchase Order Number, Government
Contract Number or Our Quote Number, Bill-To and Ship-To Address (Cannot ship to a PO Box), Period of Performance
(if applicable), and a Signature of a duly Authorized Representative.
Page 2 of 2

Statement of Work
City of Santa Fe, NM
Creation Date: 01/28/2026
SoW Expiration Date:04/28/2026
Document Number: PS-10998.1
Created by: Josh Volpert
PS-10998.1
1

Table of Contents
OpenGov Statement of Work 3
1. Project Scope and Understanding 3
2. Exhibits 3
3. OpenGov Responsibilities 3
4. Customer Responsibilities 3
5. Project Delivery 4
6. Estimated Schedule 4
7. Acceptance Procedure 4
8. Modifications 4
9. Communication and Escalation Procedure 5
Exhibit 1: Implementation Activities 6
OpenGov Implementation Methodology Overview 6
Permitting & Licensing 6
Initiate 6
Validate 7
Configure 7
Train 8
Launch 9
Exhibit 2: Technical Requirements 10
Permitting & Licensing Technical Requirements 10
PS-10998.1
2

OpenGov Statement of Work
1. Project Scope and Understanding
This Statement of Work (“SOW”) outlines the Professional Services OpenGov will
provide to the City of Santa Fe, NM (“Customer”) under the applicable Order Form.
Professional Services or technical requirements not listed in this SOW are out of
scope.
2. Exhibits
The following exhibits are incorporated by reference and are part of this SOW:
2.1. Exhibit 1: Implementation Activities
2.1.1. Permitting & Licensing
2.2. Exhibit 2: Technical Requirements
2.2.1. Permitting & Licensing
3. OpenGov Responsibilities
OpenGov will provide a framework for planning, communication, progress tracking,
and coordination for activities in Exhibit 1. In collaboration with Customer, OpenGov
will develop and maintain the Project Plan. The “Project Plan” is a detailed, living
document that defines how the project will be executed, including tasks, timelines,
milestones, and team assignments. OpenGov will monitor progress against the
Project Plan, coordinate adjustments to tasks and schedules as needed, and
conduct status meetings as agreed to by the parties. OpenGov will provide weekly
status reports, a Project Charter, and a RAID register (Risks, Actions, Issues, and
Decisions). The “Project Charter” is a high-level document outlining the project’s
purpose, goals, key stakeholders, success criteria, and major milestones.
4. Customer Responsibilities
The Customer will appoint a primary point of contact with authority to make binding
decisions (“Customer’s Project Manager”). This person will coordinate internal
resources, assign subject matter experts (“SMEs”), and oversee implementation.
Responsibilities include attending status meetings, making timely decisions,
providing requested information, escalating issues internally, and collaborating on
the Project Plan and Change Order process, if applicable.
Customer acknowledges that the success of this project is contingent on its full
participation. Customer must provide data within ten (10) business days of a
request, maintain consistent data formats and access throughout the project, and
allocate the necessary Customer resources and time to support deliverables and
meet agreed-upon timelines.
PS-10998.1
3

5. Project Delivery
OpenGov will perform services under this SOW remotely. OpenGov may use a
combination of OpenGov personnel and OpenGov-trained implementation partners
to deliver the services described in this SOW.
6. Estimated Schedule
The specific timeline, including order of delivery of the suite(s), will be determined
during the project planning activities in the Initiate Phase. Services are estimated
to begin within two (2) weeks and no later than four (4) weeks from contract
signature. OpenGov reserves the right to adjust the schedule based on the
availability of Customer or OpenGov resources, and the timeliness of deliverables
provided by the Customer.
7. Acceptance Procedure
OpenGov will submit completed deliverables to the Customer’s Project Manager for
review. Within five (5) business days of receipt, the Customer’s Project Manager will
either provide written acceptance or a list of requested revisions. In the event there
are requested revisions, the subsequent review period for acceptance will follow
the same timeline until final acceptance. If Customer does not respond within this
period, the deliverable will be deemed accepted. Once a deliverable is accepted, any
requested changes will require a paid Change Order.
Acceptance milestones and review timelines will be tracked in the Project Plan.
Both parties acknowledge that delays in task completion or unresolved issues may
impact the project timeline. If OpenGov determines in good faith that Customer is
not fulfilling its responsibilities under this SOW, OpenGov may place services on
hold following a minimum of five (5) business days’ written notice. The notice will
specify the actions needed to progress the project. During the hold period, OpenGov
may reallocate resources without penalty and will not be responsible for resulting
delays.
8. Modifications
The fees and estimated timeline are based on the scope and assumptions in this
SOW. If either party determines that a change to the scope is necessary, the parties
will collaborate to define the required modification, which may result in fee
adjustments based on OpenGov’s standard rates. All modifications must be
documented in a written Change Order and signed by both parties (“Change Order”) .
PS-10998.1
4

Examples of changes include revisions to the project timeline, deliverables, or
resource allocation.
9. Communication and Escalation Procedure
OpenGov and Customer agree to maintain regular communication in alignment with
the Project Plan to ensure progress, resolve questions promptly, and minimize risk.
Both parties will raise any issues or concerns in a timely manner. If challenges are
not resolved through standard project discussions, Customer and OpenGov Project
Managers will escalate to their respective executive leadership teams to jointly
determine a resolution and align on a path to successful implementation.
PS-10998.1
5

Exhibit 1: Implementation Activities
OpenGov Implementation Methodology Overview
Every OpenGov implementation follows a standardized five-phase methodology designed to ensure
a structured and collaborative deployment. The phases are:
1. Initiate – OpenGov provisions access and performs initial system setup.
2. Validate – OpenGov works with the Customer to confirm requirements and review initial
configurations.
3. Configure – OpenGov completes system configuration as outlined in this SOW.
4. Train – OpenGov provides training to system administrators and/or end users, as applicable.
5. Launch – OpenGov provides post-go-live support and transitions the Customer to
OpenGov’s Customer Success Team.
Each implementation is structured around these phases. Deliverables, sign-offs, and completion
criteria are aligned to the relevant phase.
Permitting & Licensing
Use Cases for Permitting & Licensing:
● Water Services
Initiate
Provisioning Permitting & Licensing Platform
OpenGov will:
PS-10998.1
6

● OpenGov will provision Customer’s OpenGov entity and verify Customer has access to all
purchased modules.
Customer will:
● Confirm access to entity and modules.
Completion Criteria
● Customer verifies access to the site.
Data Initiation
OpenGov will:
● Provide the needed data and format to the customer.
● Discuss data needs for the foundational initiation of the software.
● Assign a Project Manager once the data has been collected.
Customer will:
● Provide the required data in a timely manner.
Completion Criteria
● Customer sign-off that the Integrations are complete and the data is being captured as
planned.
Validate
Technical Project Review
OpenGov will:
● Provide up to one (1) one-hour working sessions at the beginning of the project to:
o Review deliverables
o Review technical requirements
o Provide documentation on requirements and processes
OpenGov Assumptions:
● Customer will provide relevant data within two (2) weeks immediately following the kick-off
meeting.
Customer will:
● Identify relevant participants for attendance.
● Confirm deliverables.
● Gather and provide relevant data for the project.
Completion Criteria
● Customer sign-off on project plan.
Configure
Record Types Deliverables
PS-10998.1
7

OpenGov will configure the following standard record types, including sub-types, drafts of
Customer’s record types in the Permitting & Licensing system including Form, Workflow, Output
Document and Fees:
Water Services Service Area
Up to one (1) record types from the following list:
● Water Service Application
Customer will:
● Attend working sessions to validate, review, and iterate upon draft records.
● Test all configured record types
Completion Criteria
● Customer sign-off that the Record Types have been configured. Sign-off will occur with
each completed Record Type.
Data Deliverables
Autofill Integration
OpenGov will:
● Provide up to two (2) Autofills, using source data from OpenGov or provided by the
Customer.
Customer will:
● Provide the source data, if applicable.
● Agree upon specifications prior to upload.
Completion Criteria
● Customer sign-off on the Autofill Integration.
Train
Administrator Training
OpenGov will:
● Provide up to eight (8) hours of Permitting & Licensing system administrator training to
enable system administrators on the following topics:
○ Setting up the public portal
○ Employee app settings
○ Creating and editing record types
○ Managing Forms
○ Editing Documents
○ Creating Workflows
○ Setting up Inspections
○ Reporting & Transparency
■ Download and upload data
■ How to create reports and dashboards
○ Mobile app
Customer will:
PS-10998.1
8

● Identify the relevant participants to attend each training session.
Completion Criteria
● Administrator Training has been conducted.
End User Training
OpenGov will:
● Provide up to eight (8) hours of end-user trainings designed for Plan Review, Inspectors,
Finance Staff, etc. to cover the following topics:
○ Navigation of the system
○ Manage inbox and tasks
○ Take payments
○ Conduct inspections
○ Create records
○ Mobile app
Customer will:
● Identify the relevant participants to attend each training session.
Completion Criteria
● End User Training has been conducted.
Launch
HyperAdopt
OpenGov will:
● Provide up to eight (8) hours of HyperAdopt support from the OpenGov Project Team post
Go-Live to ensure successful adoption.
Customer will:
● Identify issues and attend sessions
Completion Criteria
● Customer sign-off that the project has been completed.
PS-10998.1
9

Exhibit 2: Technical Requirements
Permitting & Licensing Technical Requirements
Autofills using Customer source data
● Flat file, .csv, .xls, .xlsx, .txt with headers
Current application forms, workflows, fee structures, and output documents
● PDF, Word, .csv, .xls, .xlsx with headers
PS-10998.1
10

DATE
JUSTIFICATION: (use additional page if needed)
--Attach supporting documentation/memo
Fund Balance
Fund(s) Affected Increase/(Decrease)
510 (19,846)
500 (17,727)
505 (44,537)
511 -
TOTAL: (82,110)
Amanda Britt for John Del Mar
Prepared By {print name} Date Budget Officer Date
City Council
Division Director Signature {optional} Date Approval Date Finance Director { ≤ $5,000} Date
Agenda Item #:
Department Director Signature Date City Manager { ≤ $60,000} Date
Log # {Finance use only } :
Journal # {Finance use only } :
UtilityIF Transfer In From Fund 500 5115501 665500 (17,727)
UtilityIF Transfer In From Fund 510
REVENUES
UtilityIF Transfer In From Fund 505 5115501 665505
CITY COUNCIL APPROVAL
City Council agenda items ONLY}
82,110$ -$
{enter as negative #}
(19,846)
(44,537)
{enter as positive #}
82,110
{enter as negative #}
19,846
DEPARTMENT / DIVISION NAME
INCREASE
{enter as positive #}
{Use this form for Finance Committee/
665510
BAR is needed to fund purchase of Additional OpenGov Enterprise Asset Management Software Domains.
City of Santa Fe, New Mexico
BUDGET AMENDMENT REQUEST (BAR)
OBJECT PROJECT
4/27/2026
44,537765511
Public Utilities Department / PU ADMIN
{Complete section below if BAR results
in a net change to ANY Fund}
Item# 25-0373
Munis Contract #3260136
DECREASE
17,727
570850
5115501
ORG
5100331
5000061
5050381
5115501
EXPENDITURES
765511
765511
ITEM DESCRIPTION
ESD- Utility IF Transfer Out To 511
WWD- Utility IF Transfer Out To 511
WTR- Utility IF Transfer Out To 511
PU Admin, Software PurchaseJONATHAN MONTOYA (Apr 29, 2026 09:05:31 MDT)
JONATHAN MONTOYA05/01/2026

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
INSURER(S) AFFORDING COVERAGE
INSURER F :
INSURER E :
INSURER D :
INSURER C :
INSURER B :
INSURER A :
NAIC #
NAME:
CONTACT
(A/C, No):
FAX
E-MAIL
ADDRESS:
PRODUCER
(A/C, No, Ext):
PHONE
INSURED
REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES
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).
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.
OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
$
$
$
$PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)
COMBINED SINGLE LIMIT
AUTOS ONLY
AUTOSAUTOS ONLY NON-OWNED
SCHEDULEDOWNED
ANY AUTO
AUTOMOBILE LIABILITY
Y / N
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under
ANYPROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER
OTH-
STATUTE
PER
LIMITS(MM/DD/YYYY)
POLICY EXP
(MM/DD/YYYY)
POLICY EFF
POLICY NUMBERTYPE OF INSURANCELTR
INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
EXCESS LIAB
UMBRELLA LIAB $EACH OCCURRENCE
$AGGREGATE
$
OCCUR
CLAIMS-MADE
DED RETENTION $
$PRODUCTS - COMP/OP AGG
$GENERAL AGGREGATE
$PERSONAL & ADV INJURY
$MED EXP (Any one person)
$EACH OCCURRENCE
DAMAGE TO RENTED $PREMISES (Ea occurrence)
COMMERCIAL GENERAL LIABILITY
CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:
POLICY PRO-
JECT LOC
CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)
CANCELLATION
AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED
AUTOS ONLY12/26/2025Preferred Ins. Services, Inc
4100 Monument Corner Dr., Suite 400
Fairfax VA 22030Certificate Department703-667-5940703-991-4838certs@preferins.comValley Forge Insurance20508VERTLLC-01Continental Casualty Company20443Vertosoft LLC
1602 VILLAGE MARKET BLVD SE STE 320
Leesburg VA 20175Continental Insurance Company35289Arch Specialty Insurance Company21199National Fire Insurance Company of Hartford20478At-Bay Specialty Insurance Company311271027144996AX1,000,000X1,000,00010,0001,000,0002,000,000XYY803526220212/1/202512/1/20262,000,000E1,000,000XXXYY803551014212/1/202512/1/2026BXX8,000,000YCUE 803526223312/1/2025Y12/1/20268,000,000X10,000CXNYWC83526221612/1/202512/1/20261,000,0001,000,0001,000,000D
F
FTech E&O/Cyber/Media Liability
Excess Liability 5mil over 5mil
Excess Liability 5mil over 10milC4LRC103259CYBER2025A
833896578
AB-6738588-0112/1/2025
12/1/2025
12/1/202512/1/2026
12/1/2026
12/1/2026Each Claim/Aggregate
Each Claim/Aggregate
Each Claim/Aggregate5,000,000
5,000,000
5,000,000Re: City of Santa Fe Water Division, 801 W San Mateo Rd., Santa Fe, NM 87505 are Additional Insured with respect to General Liability, which includes
on-going and completed operations, and Automobile Liability regarding all work performed by the named insured. Waiver of Subrogation in favor of Additional
Insureds applies to General Liability, Automobile Liability and Workers’ Compensation. Umbrella Liability Follows form. Primary & non-contributory wording
applies to General Liability as required by written contract. Auto Insurance is primary (except for non-owned autos).City of Santa Fe Water Division
801 W San Mateo Rd.
Santa Fe NM 78505









































Statement of Work
City of Santa Fe, NM
Creation Date: 01/28/2026
SoW Expiration Date:04/28/2026
Document Number: PS-10998.1
Created by: Josh Volpert
PS-10998.1
1
Exhibit A1

Table of Contents
OpenGov Statement of Work 3
1. Project Scope and Understanding 3
2. Exhibits 3
3. OpenGov Responsibilities 3
4. Customer Responsibilities 3
5. Project Delivery 4
6. Estimated Schedule 4
7. Acceptance Procedure 4
8. Modifications 4
9. Communication and Escalation Procedure 5
Exhibit 1: Implementation Activities 6
OpenGov Implementation Methodology Overview 6
Permitting & Licensing 6
Initiate 6
Validate 7
Configure 7
Train 8
Launch 9
Exhibit 2: Technical Requirements 10
Permitting & Licensing Technical Requirements 10
PS-10998.1
2

OpenGov Statement of Work
1. Project Scope and Understanding
This Statement of Work (“SOW”) outlines the Professional Services OpenGov will
provide to the City of Santa Fe, NM (“Customer”) under the applicable Order Form.
Professional Services or technical requirements not listed in this SOW are out of
scope.
2. Exhibits
The following exhibits are incorporated by reference and are part of this SOW:
2.1. Exhibit 1: Implementation Activities
2.1.1. Permitting & Licensing
2.2. Exhibit 2: Technical Requirements
2.2.1. Permitting & Licensing
3. OpenGov Responsibilities
OpenGov will provide a framework for planning, communication, progress tracking,
and coordination for activities in Exhibit 1. In collaboration with Customer, OpenGov
will develop and maintain the Project Plan. The “Project Plan” is a detailed, living
document that defines how the project will be executed, including tasks, timelines,
milestones, and team assignments. OpenGov will monitor progress against the
Project Plan, coordinate adjustments to tasks and schedules as needed, and
conduct status meetings as agreed to by the parties. OpenGov will provide weekly
status reports, a Project Charter, and a RAID register (Risks, Actions, Issues, and
Decisions). The “Project Charter” is a high-level document outlining the project’s
purpose, goals, key stakeholders, success criteria, and major milestones.
4. Customer Responsibilities
The Customer will appoint a primary point of contact with authority to make binding
decisions (“Customer’s Project Manager”). This person will coordinate internal
resources, assign subject matter experts (“SMEs”), and oversee implementation.
Responsibilities include attending status meetings, making timely decisions,
providing requested information, escalating issues internally, and collaborating on
the Project Plan and Change Order process, if applicable.
Customer acknowledges that the success of this project is contingent on its full
participation. Customer must provide data within ten (10) business days of a
request, maintain consistent data formats and access throughout the project, and
allocate the necessary Customer resources and time to support deliverables and
meet agreed-upon timelines.
PS-10998.1
3

5. Project Delivery
OpenGov will perform services under this SOW remotely. OpenGov may use a
combination of OpenGov personnel and OpenGov-trained implementation partners
to deliver the services described in this SOW.
6. Estimated Schedule
The specific timeline, including order of delivery of the suite(s), will be determined
during the project planning activities in the Initiate Phase. Services are estimated
to begin within two (2) weeks and no later than four (4) weeks from contract
signature. OpenGov reserves the right to adjust the schedule based on the
availability of Customer or OpenGov resources, and the timeliness of deliverables
provided by the Customer.
7. Acceptance Procedure
OpenGov will submit completed deliverables to the Customer’s Project Manager for
review. Within five (5) business days of receipt, the Customer’s Project Manager will
either provide written acceptance or a list of requested revisions. In the event there
are requested revisions, the subsequent review period for acceptance will follow
the same timeline until final acceptance. If Customer does not respond within this
period, the deliverable will be deemed accepted. Once a deliverable is accepted, any
requested changes will require a paid Change Order.
Acceptance milestones and review timelines will be tracked in the Project Plan.
Both parties acknowledge that delays in task completion or unresolved issues may
impact the project timeline. If OpenGov determines in good faith that Customer is
not fulfilling its responsibilities under this SOW, OpenGov may place services on
hold following a minimum of five (5) business days’ written notice. The notice will
specify the actions needed to progress the project. During the hold period, OpenGov
may reallocate resources without penalty and will not be responsible for resulting
delays.
8. Modifications
The fees and estimated timeline are based on the scope and assumptions in this
SOW. If either party determines that a change to the scope is necessary, the parties
will collaborate to define the required modification, which may result in fee
adjustments based on OpenGov’s standard rates. All modifications must be
documented in a written Change Order and signed by both parties (“Change Order”) .
PS-10998.1
4

Examples of changes include revisions to the project timeline, deliverables, or
resource allocation.
9. Communication and Escalation Procedure
OpenGov and Customer agree to maintain regular communication in alignment with
the Project Plan to ensure progress, resolve questions promptly, and minimize risk.
Both parties will raise any issues or concerns in a timely manner. If challenges are
not resolved through standard project discussions, Customer and OpenGov Project
Managers will escalate to their respective executive leadership teams to jointly
determine a resolution and align on a path to successful implementation.
PS-10998.1
5

Exhibit 1: Implementation Activities
OpenGov Implementation Methodology Overview
Every OpenGov implementation follows a standardized five-phase methodology designed to ensure
a structured and collaborative deployment. The phases are:
1. Initiate – OpenGov provisions access and performs initial system setup.
2. Validate – OpenGov works with the Customer to confirm requirements and review initial
configurations.
3. Configure – OpenGov completes system configuration as outlined in this SOW.
4. Train – OpenGov provides training to system administrators and/or end users, as applicable.
5. Launch – OpenGov provides post-go-live support and transitions the Customer to
OpenGov’s Customer Success Team.
Each implementation is structured around these phases. Deliverables, sign-offs, and completion
criteria are aligned to the relevant phase.
Permitting & Licensing
Use Cases for Permitting & Licensing:
● Water Services
Initiate
Provisioning Permitting & Licensing Platform
OpenGov will:
PS-10998.1
6

● OpenGov will provision Customer’s OpenGov entity and verify Customer has access to all
purchased modules.
Customer will:
● Confirm access to entity and modules.
Completion Criteria
● Customer verifies access to the site.
Data Initiation
OpenGov will:
● Provide the needed data and format to the customer.
● Discuss data needs for the foundational initiation of the software.
● Assign a Project Manager once the data has been collected.
Customer will:
● Provide the required data in a timely manner.
Completion Criteria
● Customer sign-off that the Integrations are complete and the data is being captured as
planned.
Validate
Technical Project Review
OpenGov will:
● Provide up to one (1) one-hour working sessions at the beginning of the project to:
o Review deliverables
o Review technical requirements
o Provide documentation on requirements and processes
OpenGov Assumptions:
● Customer will provide relevant data within two (2) weeks immediately following the kick-off
meeting.
Customer will:
● Identify relevant participants for attendance.
● Confirm deliverables.
● Gather and provide relevant data for the project.
Completion Criteria
● Customer sign-off on project plan.
Configure
Record Types Deliverables
PS-10998.1
7

OpenGov will configure the following standard record types, including sub-types, drafts of
Customer’s record types in the Permitting & Licensing system including Form, Workflow, Output
Document and Fees:
Water Services Service Area
Up to one (1) record types from the following list:
● Water Service Application
Customer will:
● Attend working sessions to validate, review, and iterate upon draft records.
● Test all configured record types
Completion Criteria
● Customer sign-off that the Record Types have been configured. Sign-off will occur with
each completed Record Type.
Data Deliverables
Autofill Integration
OpenGov will:
● Provide up to two (2) Autofills, using source data from OpenGov or provided by the
Customer.
Customer will:
● Provide the source data, if applicable.
● Agree upon specifications prior to upload.
Completion Criteria
● Customer sign-off on the Autofill Integration.
Train
Administrator Training
OpenGov will:
● Provide up to eight (8) hours of Permitting & Licensing system administrator training to
enable system administrators on the following topics:
○ Setting up the public portal
○ Employee app settings
○ Creating and editing record types
○ Managing Forms
○ Editing Documents
○ Creating Workflows
○ Setting up Inspections
○ Reporting & Transparency
■ Download and upload data
■ How to create reports and dashboards
○ Mobile app
Customer will:
PS-10998.1
8

● Identify the relevant participants to attend each training session.
Completion Criteria
● Administrator Training has been conducted.
End User Training
OpenGov will:
● Provide up to eight (8) hours of end-user trainings designed for Plan Review, Inspectors,
Finance Staff, etc. to cover the following topics:
○ Navigation of the system
○ Manage inbox and tasks
○ Take payments
○ Conduct inspections
○ Create records
○ Mobile app
Customer will:
● Identify the relevant participants to attend each training session.
Completion Criteria
● End User Training has been conducted.
Launch
HyperAdopt
OpenGov will:
● Provide up to eight (8) hours of HyperAdopt support from the OpenGov Project Team post
Go-Live to ensure successful adoption.
Customer will:
● Identify issues and attend sessions
Completion Criteria
● Customer sign-off that the project has been completed.
PS-10998.1
9

Exhibit 2: Technical Requirements
Permitting & Licensing Technical Requirements
Autofills using Customer source data
● Flat file, .csv, .xls, .xlsx, .txt with headers
Current application forms, workflows, fee structures, and output documents
● PDF, Word, .csv, .xls, .xlsx with headers
PS-10998.1
10

CoSF Version 4 08.16.2024
Date: July 23, 2025
To: Finance Committee and Governing Body
Via: Mark Scott, City Manager
Elisa Montoya, Community Development Director
From: Heather Lamboy, Planning and Land Use Department Director
Subject: Request to Establish a City of Santa Fe General Services Contract With Vertosoft, LLC to
Obtain and Implement the OpenGov Permitting, Licensing & Code Enforcement Software and Related
Modules (Heather Lamboy, Planning and Land Use Director, hllamboy@santafenm.gov)
Vendor Name: Vertosoft, LLC, Subcontractor: OpenGov
Vendor Number: 10788
ACTION:
Request for Approval of General Service Contract with Vertosoft, LLC for the Purchase of OpenGov and Implementation
Services in the total amount not to exceed $763,362.83, plus out-of-state GRT, for a Five-Year Term. (Heather Lamboy,
Planning and Land Use Director, hllamboy@santafenm.gov)
BACKGROUND AND SUMMARY:
The City of Santa Fe intends to procure OpenGov Permitting, Licensing & Code Enforcement software and related
modules via an existing OMNIA Partners Cooperative Master Agreement (No. 01-165) with Vertosoft, LLC. This
software will be a valuable tool for City staff to streamline permitting processes, enhance customer service, and improve
overall operational efficiency.
In May of 2017, the City implemented the Tyler EnerGov system in an effort to modernize permitting and licensing
functions. However, EnerGov has consistently proven unreliable, difficult to configure, and heavily dependent on costly
modifications to meet even basic business needs. Despite significant time and effort invested by City staff and ITT,
EnerGov remains problematic.
These issues are not unique to Santa Fe. Government entities across the country—including San Diego County, CA; the
City of Dallas, TX; the City of Raleigh, NC; Clark County, NV; and Prince William County, VA—have publicly reported
similar frustrations with EnerGov. Commonly cited issues include:
Extensive Customization Needs: EnerGov is marketed as highly configurable, but many jurisdictions find that achieving
basic operational needs requires expensive, time-consuming custom development.
High Ongoing Costs: Even after implementation, governments frequently face substantial ongoing expenses for outside
consultants, app developers, and Tyler’s own services to maintain or modify the system.ANDREA PHILLIPS (Jul 25, 2025 09:58:49 MDT)forElisa D. Montoya (Jul 30, 2025 19:40:48 MDT)
Elisa D. Montoya

Frequent System Errors and Instability: Users report system glitches, slow performance, and frequent disruptions to core
permitting workflows such as inspections, reviews, and approvals.
Upgrade Risks: Updates and patches often break prior customizations, making routine maintenance risky and costly.
Poor User Experience: The platform is unintuitive for both staff and applicants, increasing error rates and extending
processing times.
Delayed and Inconsistent Support: Agencies report slow response times for technical support, with urgent issues
sometimes taking days or weeks to resolve.
Inflexibility Post-Go-Live: Even small changes to workflows, fees, or forms typically require opening new change orders
or waiting on Tyler's development teams.
Given these challenges, continuing with EnerGov would mean prolonged troubleshooting, high ongoing costs, and
delayed improvements for the City's permitting operations. It would also restrict the City's ability to quickly adapt to new
permitting needs or regulatory changes.
As part of its efforts to identify a better permitting solution, the City evaluated multiple software platforms. After
extensive market research, product demonstrations, and reference checks with other government agencies, OpenGov
emerged as the best-in-class solution. OpenGov offers a proven, modern, cloud-based platform that meets the City’s needs
today—and is flexible enough to adapt to future demands.
OpenGov’s Permitting platform has been successfully implemented by hundreds of government entities and offers mobile
access, a user-friendly interface, faster deployment, and built-in best practices—without requiring heavy customization.
Additionally, OpenGov provides direct applicant support at no extra cost, reducing the burden on City staff.
The software will support key permitting functions, including application intake, plan review, inspections, fee collection,
code enforcement, licensing, and reporting. It will enable the City to streamline workflows, reduce processing times,
improve applicant communication, and strengthen transparency. OpenGov also offers significantly faster and more
accessible customer support compared to Tyler, with users having immediate access to assistance when needed—
dramatically reducing downtime and minimizing disruptions to work.
The contract will be for a five-year term, with a total contract amount not to exceed $800,576.77, which includes
$763,362.83 in compensation and $37,213.94 in out-of-state GRT at a rate of 4.875%. The expected cost in the first year
is $330,564.52, of which approximately $129,496.78 will be one-time implementation costs. The remaining amount will
cover the annual software subscription.
PROCUREMENT METHOD:
NMSA 1978, Section 13-1-135 – Cooperative Purchase - The procurement method is the OMNIA Partners contract 01-
165.
Chief Procurement Officer Approval: Date:
Supporting Information:
CONTRACT NUMBER:
The FY26 Munis contract number: TBD
$$$$$ SOURCE/REVENUE: ☒Expense ☐Revenue07/23/2025

The funding source is: IT Services to Other Departments
Munis Org/Object: 1004501/563100
Approval: Title: Budget Officer Date:
Comment & Exceptions:
Grant Award Number: N/A
Project Ledger #: N/A
CAPITAL ASSET (will this procurement result in a tangible item that costs more than $5,000?):
☐Yes | ☒ No
Repair or Replacement of Existing Equipment:
☐Yes | ☒ No
Capital Project:
☐ Yes | ☒ No
Department Approvals:
IT Components: ☒ Yes | ☐ No
Approval: Title: City CIO Date:
Comment & Exceptions:
Department Contract Administrators Contact Info:
Heather Lamboy, Planning and Land Use Director, hllamboy@santafenm.gov
Margaret Moore, Planner Manager, mrmoore@santafenm.gov
ATTACHMENTS:
Certificate of Liability Insurance
General Services Contract
Statement of Work
Horizons Declination
Price Exhibit
CPO Determination
OMNIA Master Agreement
ITT Approval FormEric Candelaria (Jul 23, 2025 09:51:29 MDT)07/23/2025xxxxxxxxxxxxxxxxx3253950.510310 ITT ERP/SVC CNTR07/24/2025

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
INSURER(S) AFFORDING COVERAGE
INSURER F :
INSURER E :
INSURER D :
INSURER C :
INSURER B :
INSURER A :
NAIC #
NAME:
CONTACT
(A/C, No):
FAX
E-MAIL
ADDRESS:
PRODUCER
(A/C, No, Ext):
PHONE
INSURED
REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES
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).
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.
OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
$
$
$
$PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)
COMBINED SINGLE LIMIT
AUTOS ONLY
AUTOSAUTOS ONLY NON-OWNED
SCHEDULEDOWNED
ANY AUTO
AUTOMOBILE LIABILITY
Y / N
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under
ANYPROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER
OTH-
STATUTE
PER
LIMITS(MM/DD/YYYY)
POLICY EXP
(MM/DD/YYYY)
POLICY EFF
POLICY NUMBERTYPE OF INSURANCELTR
INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
EXCESS LIAB
UMBRELLA LIAB $EACH OCCURRENCE
$AGGREGATE
$
OCCUR
CLAIMS-MADE
DED RETENTION $
$PRODUCTS - COMP/OP AGG
$GENERAL AGGREGATE
$PERSONAL & ADV INJURY
$MED EXP (Any one person)
$EACH OCCURRENCE
DAMAGE TO RENTED $PREMISES (Ea occurrence)
COMMERCIAL GENERAL LIABILITY
CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:
POLICY PRO-
JECT LOC
CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)
CANCELLATION
AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED
AUTOS ONLY3/28/2025Preferred Ins. Services, Inc
4100 Monument Corner Dr., Suite 400
Fairfax VA 22030Certificate Department703-667-5940703-991-4838certs@preferins.comValley Forge Insurance20508VERTLLC-01Continental Casualty Company20443Vertosoft LLC
1602 VILLAGE MARKET BLVD SE STE 320
Leesburg VA 20175Continental Insurance Company35289Arch Specialty Insurance Company21199838707780AX2,000,000X1,000,00010,0002,000,0004,000,000XYY701302593612/1/202412/1/20254,000,000A1,000,000XXYY701302593612/1/202412/1/2025BXX6,000,000Y701302748912/1/2024Y12/1/20256,000,000X10,000CXNY701302747512/1/202412/1/20251,000,0001,000,0001,000,000DTech E&O/Cyber/Media LiabilityC-4LRC-103259-CYBER-20252/15/202512/1/2025Each Claim/Aggregate5,000,000Re: City of Santa Fe is Additional Insured with respect to General Liability, which includes on-going and completed operations, and Automobile Liability,
regarding all work performed by the named insured. Primary and non-contributory wording applies to General Liability as required by written contract. Auto
Insurance is primary (except for non-owned autos). Waiver of Subrogation in favor of Additional Insureds applies to General Liability, Automobile Liability, and
Workers’ Compensation. Umbrella Liability follows form.City of Santa Fe
200 Lincoln Avenue
Santa Fe NM 87504

THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT
CAREFULLY.
PRIMARY AND NONCONTRIBUTORY-
OTHER INSURANCE CONDITION
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS COMMON POLICY CONDITIONS
The following is added to Paragraph H. Other Insurance and supersedes any provision to the contrary:
Primary And Noncontributory Insurance
This insurance is primary to and will not seek contribution from any other insurance available to an additional
insured under your policy provided that:
1. The additional insured is a Named Insured under such other insurance; and
2. You have agreed in writing in a contract or agreement that this insurance would be primary and would not
seek contribution from any other insurance available to the additional insured.
All other terms and conditions of the Policy remain unchanged.
Page 1 of 1CNA80103XX 0914
6/1/2016http://formnet-ci.cna.com/npohtm/scn13510.htm
7013025936

G-15057-C
(Ed. 06/05)
COMMERCIAL UMBRELLA PLUS
COVERAGE PART
termination of this policy period; and (b) noVarious provisions in this policy restrict coverage. Read "authorized insured" first knows of this "bodilythe entire policy carefully to determine rights, duties and injury" or "property damage" until after thewhat is and is not covered. termination of this policy period, then such
Throughout this policy the words "you" and "your" refer to first knowledge will be deemed to be during
the Named Insured identified under SECTION Il – WHO IS this policy period.
AN INSURED of this policy. b. "Bodily injury" or "property damage" which occurs
The word "insured" means any person or organization during the policy period and was not, prior to the
qualifying as such under SECTION Il – WHO IS AN policy period, known to have occurred by any
INSURED. "authorized insured" includes any continuation,
change or resumption of that "bodily injury" orThe words "we," "us" and "our" refer to the Company "property damage" after the end of the policyproviding this insurance. period.
Other words and phrases that appear in quotation marks c. "Bodily injury" or "property damage" will be deemedhave special meaning. Refer to SECTION V – to have been known to have occurred at theDEFINITIONS. earliest time when any "authorized insured":
SECTION I – COVERAGES (1) Reports all, or any part, of the "bodily injury" or
1. Insuring Agreement "property damage" to us or any other insurer;
We will pay on behalf of the insured those sums in (2) Receives a written or verbal demand, claim or
excess of "scheduled underlying insurance," "suit" for damages because of the "bodily
"unscheduled underlying insurance" or the "retained injury" or "property damage"; or
limit" that the insured becomes legally obligated to pay (3) Becomes aware by any other means thatas "ultimate net loss" because of "bodily injury," "bodily injury" or "property damage" has"property damage" or "personal and advertising injury" occurred or has begun to occur.to which this insurance applies.
d. This insurance applies to "personal and advertisinga. This insurance applies to "bodily injury" and injury" caused by an "incident" committed"property damage" only if: anywhere in the world during the policy period.
(1) The "bodily injury" or "property damage" is If we are prevented by law, statute or otherwise fromcaused by an "incident" anywhere in the paying on behalf of the insured, then we will indemnifyworld; the insured for those sums that the insured is legally
(2) The "bodily injury" or "property damage" obligated to pay as "ultimate net loss" because of
occurs during the policy period; and "bodily injury," "property damage" or "personal and
advertising injury" to which this insurance applies.
(3) With respect to "bodily injury" or "property
damage" that continues, changes or resumes 2. Exclusions
so as to occur during more than one policy This Insurance does not apply to:period, both of the following conditions are
met: a. Expected or Intended Injury
(i) Prior to the policy period, no "authorized "Bodily injury" or "property damage" expected or
insured" knew that the "bodily injury" or intended from the standpoint of the insured. This
"property damage" had occurred, in whole exclusion does not apply to "bodily injury"
or in part; and resulting from the use of reasonable force to
protect persons or property. This exclusion does(ii) During the policy period, an "authorized not apply to Employers Liability claims for "bodilyinsured" first knew that the "bodily injury" injury" covered by "scheduled underlyingor "property damage" had occurred, in insurance."whole or in part.
b. Contractual LiabilityFor purposes of this Paragraph (1) a.(3) only,
if (a) "bodily injury" or "property damage" that "Bodily injury," "property damage" or "personal
occurs during this policy period does not and advertising injury" for which the insured is
continue, change or resume after the obligated to pay damages by reason of the
G-15057-C Page 1 of 17
(Ed. 06/05)
40020008970130274898946
7013027489

G-15057-C
(Ed. 06/05)
assumption of liability in a contract or agreement. However, this exclusion does not apply to
This exclusion does not apply to liability for paragraphs 10. a., b. and c. of "personal and
"ultimate net loss": advertising injury" under SECTION V –
DEFINITIONS;
(1) That the insured would have in the absence of
the contract or agreement; or For the purposes of this exclusion, the placing
of frames, borders or links, or advertising, for
(2) Because of "bodily injury" or "property you or others anywhere on the Internet, is not
damage" assumed in a contract or agreement by itself, considered the business of
that is an "insured contract," provided the advertising, broadcasting, publishing or
"bodily injury" or "property damage" occurs telecasting.
subsequent to the execution of the contract or
agreement. (10) Arising out of an electronic chatroom or
bulletin board the insured hosts, owns, or over
c. "Personal and advertising injury" Exclusions which the insured exercises control; or
"Personal and advertising injury": (11) Arising out of the unauthorized use of
another's name or product in your e-mail(1) Caused by or at the direction of the insured address, domain name or metatag, or anywith the knowledge that the act would violate other similar tactics to mislead another'sthe rights of another and would inflict potential customers."personal and advertising injury";
d. Workers' Compensation and Similar Laws(2) Arising out of oral or written publication of
material, if done by or at the direction of the Any obligation of the insured under a:
insured with knowledge of its falsity;
(1) Workers' compensation;
(3) Arising out of oral or written publication of
material whose first publication took place (2) Disability benefits; or
before the beginning of the policy period; (3) Unemployment compensation
(4) Arising out of a criminal act committed by or at law or any similar law.the direction of the insured;
e. Employers Liability(5) Arising out of a breach of contract, except an
implied contract to use another's advertising "Bodily injury" to:
idea in your "advertisement"; (1) An employee of the insured arising out of and
(6) Arising out of the failure of goods, products or in the course of:
services to conform with any statement of (a) Employment by the insured; orquality or performance made in your
"advertisement"; (b) Performing duties related to the conduct
of the insured's business; or(7) Arising out of the wrong description of the
price of goods, products or services stated in (2) The spouse, child, parent, brother or sister of
your "advertisement"; that employee as a consequence of (1)
above.(8) Arising out of the infringement of copyright,
patent, trademark, trade secret or other This exclusion applies:
intellectual property rights; (1) Whether the insured may be liable as an
However, this exclusion does not apply to employer or in any other capacity; and
infringement, in your "advertisement," of (2) To any obligation to share damages with orcopyright, trade dress or slogan; repay someone else who must pay damages
(9) Committed by an insured whose business is: because of the injury.
(a) Advertising, broadcasting, publishing or This exclusion does not apply:
telecasting; (1) To liability assumed by the insured under an
(b) Designing or determining content of "insured contract"; or
websites for others; or (2) Only to the extent that coverage is provided
(c) An Internet search, access, content or by "scheduled underlying insurance."
service provider;
G-15057-C Page 2 of 17
(Ed. 06/05)

G-15057-C
(Ed. 06/05)
f. Pollution from the covered "automobile" to the
place where they are finally:
(1) "Bodily injury" or "property damage" arising
out of the actual, alleged or threatened (i) Delivered;
discharge, dispersal, seepage, migration, (ii) Disposed of; orrelease or escape of "pollutants":
(iii) Abandoned(a) At or from any premises, site or location
which is or was at any time owned or by the insured.
occupied by, or rented or loaned to, any Subparagraphs (a) and (d)(i) do not apply toinsured; "bodily injury" or "property damage" arising
(b) At or from any premises, site or location out of heat, smoke or fumes from a hostile
which is or was at any time used by or for fire.
any insured or others for the handling, As used in this exclusion, a hostile fire meansstorage, disposal, processing or treatment one which becomes uncontrollable or breaksof waste; out from where it was intended to be.
(c) Which are or were at any time Subparagraph (d)(i) does not apply to "bodilytransported, handled, stored, treated, injury" or "property damage" arising out of thedisposed of, or processed as waste by or escape of fuels, lubricants, or other operatingfor any insured or any person or fluids which are needed to perform the normalorganization for whom you may be legally electrical, hydraulic or mechanical functionsresponsible; or necessary for operation of "mobile equipment"
(d) At or from any premises, site or location or its parts, if such fuels, lubricants or other
on which any insured or any contractors operating fluids escape from a vehicle part
or subcontractors working directly or designed to hold, store or receive them. This
indirectly on any insured's behalf are exception does not apply if the "bodily injury"
performing operations: or "property damage" arises out of the
intentional discharge, dispersal or release of(i) If the "pollutants" are brought on or to the fuels, lubricants or other operating fluids,the premises, site or location in or if such fuels, lubricants or other operatingconnection with such operations by fluids are brought on or to the premises, sitesuch insured, contractor or or location with the intent that they besubcontractor; or discharged, dispersed or released as part of
(ii) If the operations are to test for, the operations being performed by such
monitor, clean up, remove, contain, insured, contractor or subcontractor.
treat, detoxify or neutralize, or in any Subparagraph (e)(iii) does not apply to fuels,way respond to, or assess the effects lubricants, fluids, exhaust, gases or otherof "pollutants." similar "pollutants" that are needed for or
(e) That are, or that are contained in property result from the normal electrical, hydraulic or
that is: mechanical functioning of the covered
"automobile" or its parts if the "pollutants"
(i) Being transported or towed by, or escape or are discharged, dispersed or
handled for movement into, onto or released directly from an "automobile" part
from a covered "automobile"; designed by its manufacturer to hold, store,
receive or dispose of such "pollutants."(ii) Otherwise in the course of transit;
Subparagraphs (f) and (g) do not apply if the(iii)Being stored, disposed of, treated or "pollutants" or property in which theprocessed in or upon the covered "pollutants" are contained are upset,"automobile"; overturned or damaged as a result of the
(f) Before the "pollutants" or property in maintenance or use of a covered "automobile"
which the "pollutants" are contained are and the discharge, dispersal, release or
moved from the place where they are escape of the "pollutants" is caused directly
accepted by the insured for movement by such upset, overturn or damage.
into or onto the covered "automobile"; or (2) "Personal and advertising injury" arising out of
(g) After the "pollutants" or property in which the actual, alleged or threatened discharge,
the "pollutants" are contained are moved dispersal, seepage, migration, release or
escape of "pollutants" at any time.
G-15057-C Page 3 of 17
(Ed. 06/05)
40020008970130274898947

G-15057-C
(Ed. 06/05)
(3) Any loss, cost or expense arising out of any: This exclusion applies even if the claims against
any insured allege negligence or other wrongdoing
(a) Request, demand or order that any in the supervision, hiring, employment, training, or
insured or others test for, monitor, clean monitoring of others by that insured, if the
up, remove, contain, treat, detoxify or "incident" which caused the "bodily injury" or
neutralize, or in any way respond to, or "property damage" involved the ownership,
assess the effects of "pollutants"; or maintenance, use or entrustment to others of any
"aircraft" that is owned or operated by or rented or(b) Claim or "suit" by or on behalf of a loaned to any insured.governmental authority for damages
because of testing for, monitoring, i. War
cleaning up, removing, containing,
treating, detoxifying or neutralizing, or in Any liability arising out of:
any way responding to, or assessing the (1) War, including undeclared or civil war;effects of "pollutants."
(2) Warlike action by a military force, includingg. Watercraft action in hindering or defending against an
"Bodily injury" or "property damage" arising out of actual or expected attack, by any
the: government, sovereign or other authority
using military personnel or other agents; or
(1) Ownership;
(3) Insurrection, rebellion, revolution, usurped
(2) Maintenance; power, or action taken by governmental
authority in hindering or defending against(3) Use; or any of these.
(4) Entrustment to others j. Damage to Property
of a "watercraft" owned or operated by or rented or "Property damage" to:loaned to an insured. Use includes operation or
"loading or unloading." (1) Property you own, rent, or occupy, including
any costs or expenses incurred by you, or anyThis exclusion applies even if the claims against other person, organization or entity, for repair,any insured allege negligence or other wrongdoing replacement, enhancement, restoration orin the supervision, hiring, employment, training, or maintenance of such property for any reason,monitoring of others by that insured, if the including prevention of injury to a person or"incident" which caused the "bodily injury" or damage to another's property;"property damage" involved the ownership,
maintenance, use or entrustment to others of any (2) Premises you sell, give away or abandon, if
watercraft that is owned or operated by or rented the "property damage" arises out of any part
or loaned to any insured. of those premises;
This exclusion does not apply to: (3) Property loaned to you;
(1) A "watercraft" while ashore on premises you (4) Personal property in the care, custody or
own or rent; control of the insured;
(2) A "watercraft" you do not own that is: (5) That particular part of real property on which
you or any contractors or subcontractors(a) Less than 55 feet long; and working directly or indirectly on your behalf
(b) Not being used to carry persons or are performing operations, if the "property
property for a charge; or damage" arises out of those operations; or
(3) Liability assumed under an "insured contract" (6) That particular part of any property that must
for the ownership, maintenance or use of be restored, repaired or replaced because
"watercraft." "your work" was incorrectly performed on it.
h. Aircraft Paragraph (2) of this exclusion does not apply if
the premises are "your work" and were neverThe ownership, maintenance, operation, use, occupied, rented or held for rental by you.entrustment to others or "loading or unloading" of
any "aircraft": Paragraphs (3), (4), (5) and (6) of this exclusion do
not apply to liability assumed under a sidetrack(1) Owned by an insured; or agreement.
(2) Chartered without crew by an insured or on an
insured's behalf.
G-15057-C Page 4 of 17
(Ed. 06/05)

G-15057-C
(Ed. 06/05)
Paragraph (6) of this exclusion does not apply to q. Uninsured/Underinsured Motorist and Similar
"property damage" included in the "products- Laws
completed operations hazard." Liability imposed on the insured under an
k. Damage to your Product uninsured/underinsured motorist law, a personal
injury protection law, a reparations benefit law or
"Property damage" to "your product" arising out of other similar law.
it or any part of it.
r. Electronic Data
l. Damage to you Work
Any liability arising out of the loss of, loss of use
"Property damage" to "your work" arising out of it of, damage to, corruption of, inability to access, or
or any part of it and included in the "products- inability to manipulate "electronic data."
completed operations hazard."
s. Nonemployment Related Discrimination
This exclusion does not apply if the damaged
work or the work out of which the damage arises To any alleged or actual nonemployment related
was performed on your behalf by a subcontractor. discrimination committed intentionally against a
person.
m. Damage to Impaired Property or Property Not
Physically Injured t. Asbestos
"Property damage" to "impaired property" or (1) "Bodily Injury," "property damage" or
property that has not been physically injured, "personal and advertising injury" arising out of
arising out of: the actual, alleged or threatened exposure at
any time to "asbestos"; or
(1) A defect, deficiency, inadequacy or dangerous
condition in "your product" or "your work"; or (2) Any loss, cost or expense that may be
awarded or incurred:
(2) A delay or failure by you or anyone acting on
your behalf to perform a contract or (a) By reason of a claim or "suit" for any such
agreement in accordance with its terms. injury or damage; or
This exclusion does not apply to the loss of use of (b) In complying with a governmental
other property arising out of sudden and direction or request to test for, monitor,
accidental physical injury to "your product" or clean up, remove, contain or dispose of
"your work" after it has been put to its intended "asbestos."
use. u. Fungi and Microbes
n. Recall of Products, Work Or Impaired Property (1) "Bodily injury," "property damage" or
Damages claimed for any loss, cost or expense "personal and advertising injury," which would
incurred by you or others for the loss of use, not have occurred, in whole or in part, but for
withdrawal, recall, inspection, repair, replacement, the actual, alleged or threatened inhalation of,
adjustment, removal or disposal of: ingestion of, contact with, exposure to,
existence of, or presence of any "fungi or
(1) "Your product"; microbes"; or
(2) "Your work"; or (2) Any loss, cost, or expense arising out of the
testing for, monitoring, cleaning up, removing,(3) "Impaired property"; containing, treating, detoxifying, neutralizing,
if such product, work, or property is withdrawn or remediating, or disposing of, or in any way
recalled from the market or from use by any responding to or assessing the effects of
person or organization because of a known or "fungi or microbes" by any insured or by
suspected defect, deficiency, inadequacy or anyone else.
dangerous condition in it. This exclusion applies regardless of any other
o. E.R.I.S.A. cause or event that contributes concurrently or in
any sequence to such injury or damage, loss, costLiability for alleged or actual violations of the or expense.Employees Retirement Income Security Act of
1974 or any amendments or additions thereto. v. Silica
p. Directors and Officers (1) "Bodily injury" arising in whole or in part out of
the actual, alleged or threatened respiration orLiability for a wrongful act, error, omission or ingestion at any time of "silica;" orbreach of duty by an insured in the performance of
the office of director or officer of an organization.
G-15057-C Page 5 of 17
(Ed. 06/05)
40020008970130274898948

G-15057-C
(Ed. 06/05)
(2) "Personal and advertising injury" or "property To the extent that this insurance applies to an
damage" arising in whole or in part out of the "automobile" or "mobile equipment" it is further
actual, alleged or threatened presence of subject to the pollution exclusion, exclusion f. of
"silica." this policy.
w. Named Insured vs. Named Insured Use includes operation or "loading or unloading."
Any liability arising out of claims or "suits" by a bb. Do Not Call
named insured against another named insured. Any liability arising directly or indirectly out of any
x. Employment Related Practices action or omission that violates or is alleged to
violate:
Any liability arising out of:
(1) The Telephone Consumer Protection Act
(1) A refusal to employ; (TCPA), including any amendment of or
addition to such law; or(2) Termination of employment;
(2) The CAN-SPAM Act of 2003, including any(3) Demotion, evaluation, reassignment, amendment of or addition to such law; ordiscipline;
(3) Any statute, ordinance or regulation, other(4) Coercion, defamation, discrimination, than the TCPA or the CAN-SPAM Act of 2003,harassment or humiliation; or that prohibits or limits the sending,
any other employment related practices, policies, transmitting, communicating or distribution of
acts or omissions. material or information.
y. Terrorism Limitation SECTION Il – WHO IS AN INSURED
"Bodily injury" or "property damage" arising out of 1. Named Insured means any individual or organization
any act of terrorism, unless, and then only to the stated in the Declarations of this policy and if you are
extent that coverage is provided by "scheduled designated in the Declarations of this policy as:
underlying insurance." a. An individual, you and your spouse, but only with
z. Liquor Liability Limitation respect to the conduct of a business of which you
are the sole owner."Bodily injury" or "property damage" for which an
insured may be held liable by reason of: If you are designated in the Declarations of this
policy as an individual, this policy shall not apply(1) Causing or contributing to the intoxication of to liability arising out of your domestic or non-any person; business activities. This does not apply to the
(2) The furnishing of alcoholic beverages to a ownership, maintenance, use or "loading or
person under the legal drinking age or under unloading" of any "automobile," or to the Personal
the influence of alcohol; or Umbrella Liability Coverage Part.
(3) Any statute, ordinance or regulation relating to b. A partnership or joint venture, you and your
the sale, gift, distribution or use of alcoholic members, your partners, and their spouses, but
beverages; only with respect to the conduct of your business.
unless, and then only to the extent that coverage No person or organization is an insured with
is provided by "scheduled underlying insurance." respect to the conduct of any current or past
partnership or joint venture that is not shown as aaa. Auto and Mobile Equipment Limitation Named Insured in the Declarations.
Any liability arising out of the: c. An organization other than a partnership or joint
(1) Ownership; venture, you and your executive officers and
directors, but only with respect to their duties as
(2) Maintenance; your officers or directors. Your stockholders are
also named insureds, but only with respect to their(3) Use; or
liability as stockholders.
(4) Entrustment to others d. A limited liability company, you and your
of an "automobile" or "mobile equipment" owned members, but only with respect to the conduct of
or operated by or rented or loaned to an insured your business. Your managers are also named
unless, and then only to the extent that coverage insureds but only with respect to their duties as
is provided by "scheduled underlying insurance." your managers.
G-15057-C Page 6 of 17
(Ed. 06/05)

G-15057-C
(Ed. 06/05)
No person or organization is an insured with you, any of your employees, "volunteer
respect to the conduct of any current or past workers" any partner or member (if you are a
limited liability company that is not shown as a partnership or joint venture) or any member (if
Named Insured in the Declarations. you are a limited liability company).
e. A corporation or organization, other than b. A person or organization for whom you are
partnerships, joint ventures or limited liability required, by virtue of a written contract entered
companies, that you form, acquire or gain control into prior to the "bodily injury," "property damage"
of during the policy period, but only with respect to or "personal and advertising injury" occurring or
"bodily injury," "property damage" or "personal and being committed, to provide the insurance that is
advertising injury" taking place after you form, afforded by this policy. This insurance applies only
acquire or gain control of such corporation or with respect to operations by you or on your behalf
organization. or to facilities you own or use, but only to the
extent of the limits of insurance required by such
2. Insured means the Named Insured and: contract, not to exceed the limits of insurance in
this policy.a. Your "volunteer workers" only while performing
duties related to the conduct of your business, or c. Any other persons or organizations included as an
your employees, other than your executive officers insured under the provisions of the "scheduled
and directors (if you are an organization other than underlying insurance" shown in the Declarations
a partnership, joint venture or limited liability of this policy and then only for the same coverage,
company) or your members (if you are a limited except for limits of insurance, afforded under such
liability company ) but only for acts within the "scheduled underlying insurance."
scope of their employment by you or while
performing duties related to the conduct or your However, If a blanket additional insured
business. However, none of these employees or endorsement is attached to the general liability
"volunteer workers" is an insured for: "scheduled underlying insurance" pursuant to a
written or oral contract or agreement between you
(1) "Bodily injury" or "personal and advertising and another person or organization (called
injury": additional insured), this insurance is excess over
such insurance provided to the additional insured(a) To you; to your partners or members (if subject to the following conditions:you are a partnership or joint venture) to
your members (if you are a limited liability (1) If the limits specified in the written contract or
company) or to a co-employee while in agreement are less than the limits provided by
the course of his or her employment or the "scheduled underlying insurance," then no
performing duties related to the conduct coverage is provided to the additional insured
of your business, or to your other under this policy.
"volunteer workers" while performing
duties related to the conduct of your (2) If the limits specified in the written contract or
business; agreement are greater than the limits provided
by the "scheduled underlying insurance," then
(b) To the spouse, child, parent, brother or this insurance is excess over the insurance
sister of that co-employee or "volunteer provided by the "scheduled underlying
worker" as a consequence of Paragraph insurance." The limits of insurance for the
(1)(a) above; additional insured are the lesser of:
(c) For which there is any obligation to share (i) The limits specified in the written contract;
damages with or repay someone else or
who must pay damages because of the
injury described in Paragraphs (1)(a) or (ii) The limits of the "scheduled underlying
(b) above; or insurance" plus the limits of this policy.
(d) Arising out of his or her providing or SECTION Ill – LIMITS OF INSURANCE
failing to provide professional health care 1. The Limits of Insurance shown in the Declarations andservices. the rules below fix the most we will pay regardless of
(2) "Property damage" to property: the number of:
(a) Owned, occupied or used by; a. Insureds;
(b) Rented to, in the care, custody or control b. Claims made or "suits" brought;
or, or over which physical control is being c. Persons or organizations making claims orexercised for any purpose by bringing "suits."
G-15057-C Page 7 of 17
(Ed. 06/05)
40020008970130274898949

G-15057-C
(Ed. 06/05)
d. "Automobiles," "aircraft" or "watercraft" to which than 12 months. In that case, the additional period will
this policy applies; or be deemed part of the last preceding period for
purposes of determining the limits of insurance.
e. Coverages under which loss is insured in this
policy. SECTION IV – CONDITIONS
2. The limit of insurance shown in the Declarations as the 1. Financial Impairment
Aggregate Limit is the most we will pay for the sum of Bankruptcy, rehabilitation, receivership, liquidation orall "ultimate net loss," to which this insurance applies other financial impairment of you or an "underlyingand applies separately to all "ultimate net loss": insurer" shall neither relieve nor increase any of our
a. Included in the "products-completed operations obligations under this policy.
hazard"; In the event there is diminished recovery or no
b. To which, and in the same manner, an aggregate recovery available to you as a result of such financial
limit applies under "scheduled underlying impairment of an insurer providing "scheduled
insurance" other than "ultimate net loss" included underlying insurance," the coverage under this policy
in the "products-competed operations hazard"; shall apply only in excess of the limits of insurance
and stated in the "scheduled underlying insurance." Under
no circumstances shall we be required to drop down
c. To which no "scheduled underlying insurance" and replace the limits of insurance, or assume the
applies. obligations of a financially impaired insurer.
The Aggregate Limit does not apply to "ultimate net 2. Duties of the Insured
loss" for which no aggregate limit applies in the
"scheduled underlying insurance." a. In the event of an "incident" which has not resulted
in a claim or suit.
3. Subject to 2. above, the limit of insurance shown in the
Declarations as the Each Incident limit is the most we Whenever you have information of an "incident"
will pay for the sum of all "ultimate net loss" to which which involves injuries or damages likely to
this insurance applies arising arising out of any one involve this policy, written notice shall be given by
"incident." or for you to us or to our authorized agent as soon
as practicable. The notice shall contain:
4. In the event of reduction or exhaustion of the
aggregate limits of insurance under "scheduled (1) Particular information sufficient to identify the
underlying insurance" solely by reason of payments of insured;
a combination of covered: (2) Such information as can be reasonably
a. Expenses; obtained with respect to time, place and
circumstances of the occurrence or offense;
b. Settlements; or and
c. Judgments (3) Names and addresses of the insured and of
available witnesses.paid thereunder as a result of "bodily injury," property
damage" or "personal and advertising injury" taking b. In the Event of Claims or Suit
place during this policy period, this policy shall, subject
to this limit of insurance provision and to the remaining You shall provide us with written notice as soon as
terms and provisions and conditions of this policy: practicable whenever:
a. Apply in excess of such reduction of "scheduled (1) A claim is made or "suit" is brought against
underlying insurance"; or you;
b. Apply in place of the exhausted amount of (2) You receive notice that a right to bring claim
"scheduled underlying insurance." or "suit" against you will be asserted; or
Nothing in a. or b. above shall serve to increase the (3) You obtain information that the obligation of
limits of insurance shown in the Declarations. "underlying insurers" to:
5. The limits of this policy shall apply separately to: (a) Investigate;
a. Each consecutive annual period; and (b) Defend;
b. Remaining periods of less than 12 months; (c) Pay on behalf of; or
starting with the beginning of the policy period shown (d) Indemnify
in the Declarations, unless the policy period is you has ceased.extended after issuance for an additional period of less
G-15057-C Page 8 of 17
(Ed. 06/05)

G-15057-C
(Ed. 06/05)
Every demand, notice, summons, amended brought. However, the inclusion of more than one
complaint or other process received by you or insured shall not operate to increase the limits of
your representative shall be forwarded with each insurance.
notice. 8. Annual Rating
3. Legal Action Against Us If this policy is issued for a period in excess of one
No legal action shall be brought against us unless you year, the premium may be revised on each annual
have fully complied with all the terms of this policy and anniversary in accordance with our rates and rules in
the amount of your obligation to pay has been finally effect at that time.
determined either by: 9. "Scheduled Underlying Insurance"
a. Judgment against you after actual trial; or Material change in premium for "scheduled underlying
b. Written agreement between us, you and the insurance" shall be promptly reported to us. Premium
claimant. for this policy may be adjusted to reflect changes in
underlying insurance in accordance with our manuals
4. Other Insurance in effect at the time of the change.
This insurance is excess over and will not contribute 10. Maintenance of "Scheduled Underlying Insurance"
with any other insurance available to the insured
whether such other insurance is stated to be primary, While this policy is in force you agree that the policies
contributory, excess, contingent or otherwise. This listed in the Declarations as "scheduled underlying
condition does not apply to insurance purchased insurance" and their renewals and replacements shall
specifically to apply in excess of this insurance. be maintained, without alterations of terms or
conditions, in full effect during the term of this policy;
5. Premium Audit except for reduction or exhaustion of the aggregate
limits of insurance in the "scheduled underlyinga. We will compute all premiums for this policy in insurance," provided that such reduction or exhaustionaccordance with our rules and rates. is solely the result of "incidents" taking place during
b. If the premium is shown in the Declarations as flat, this policy period, and not before. If you fail to maintain
the premium for this policy is not subject to "scheduled underlying insurance," this condition shall
adjustment. not invalidate this policy. However, in the event of
such failure, we will only be liable to the same extentc. If the premium is shown in the Declarations as as if you had complied with this condition.adjustable, the premium shown as the advance
premium is a deposit premium only. At the close of 11. Appeals
each audit period we will compute the earned If you or your "underlying insurers" elect not to appealpremium for that period. Audit premiums are due a judgment in excess of the limits of insuranceand payable on notice to the first Named Insured afforded by the:shown in the Declarations. If the sum of the
advance and audit premiums paid for the policy a. "Scheduled underlying insurance";
term are greater than the earned premium, we will
return the excess, subject to the minimum b. "Unscheduled underlying insurance"; or
premium, to the first Named Insured shown in the c. "Retained limit";Declarations.
we may elect to appeal. Our limit of liability shall notd. The first Named Insured shown in the be increased because of such appeal. We will,Declarations must keep records of the information however, pay the following costs and expenses:we need for premium computation, and send us
copies at such times as we request. a. All premium bonds to release attachments for an
amount not in excess of the applicable limit of6. Nonrenewal liability of this policy;
If we decide not to renew this policy, we will mail or b. All premiums on appeal bonds required in suchdeliver to the first Named Insured shown in the defended "suit," but without obligation to apply forDeclarations written notice of the nonrenewal not less or furnish such bonds;than 30 days before the expiration date.
c. Court fees;If notice is mailed, proof of mailing will be sufficient
proof of notice. d. Costs and expenses taxed against you by the
appellate court and interest accruing after entry of7. Severability of Interests a judgment against you and before we have:
The insurance afforded applies separately to each (1) Paid;insured against whom claim is made or "suit" is
G-15057-C Page 9 of 17
(Ed. 06/05)
40020008970130274898950

G-15057-C
(Ed. 06/05)
(2) Offered to pay; or such payments in full if the insured first named fails to
pay the amount due within 30 days after we give
(3) Deposited in court written notice or demand.
the part of the judgment that is within the 15. Trade Sanctions
applicable limit of insurance. Where the
"underlying insurers" terminate their liability to pay In accordance with laws and regulations of the United
interest on the judgment by an offer to pay their States concerning economic and trade embargoes,
limits, you shall demand that such limits be paid. If this policy is void ab initio (void from its inception) with
the appeal is successful, such amounts not respect to any term or condition of this policy that
obligated to be paid shall be returned to such violates any laws or regulations of the United States
"underlying insurer." concerning economic and trade embargoes including,
but not limited to the following:
12. Subrogation
a. Any insured, or any person or entity claiming the
In the case of any payments by us under the benefits of an insured, who is or becomes a
coverages of this policy, we shall be subrogated to all Specially Designated National or Blocked Person
rights of recovery against any other party which you or who is otherwise subject to U.S. economic or
may have and will cooperate with you and all other trade sanctions;
interests. Amounts recovered shall be apportioned in
the following order: b. Any claim or "suit" that is brought in a Sanctioned
Country or by a Sanctioned Country Government,
a. Amounts paid in excess of the payments under where any action in connection with such claim or
this policy shall first be reimbursed up to the "suit" is prohibited by U.S. economic or trade
amount paid by those, including you, who made sanctions;
such payments;
c. Any claim or "suit" that is brought by any Specially
b. We are then to be reimbursed up to the amount Designated National or Blocked Person or any
we paid; person or entity who is otherwise subject to U.S.
economic or trade sanctions;c. Any remainder shall be available to the interests of
those over whom this coverage is in excess and d. Property that is located in a Sanctioned Country or
who are entitled to claim such remainder. that is owned by, rented to or in the care, custody
or control of a Sanctioned Country Government,Expenses necessary to the recovery of such amounts where any activities related to such property areshall be divided between the interests concerned, prohibited by U.S. economic or trade sanctions; orincluding you, in the ratio of their respective recoveries
as finally settled. e. Property that is owned by, rented to or in the care,
custody or control of a Specially Designated13. Settlement of Claims or Suit National or Blocked Person, or any person or
We may pay, but are not obligated to pay, any part or entity who is otherwise subject to U.S. economic
all of the amount of the "retained limit" to effect or trade sanctions.
settlement of a claim or "suit." Upon notification of the As used in this policy a Specially Designated Nationalaction taken you shall promptly reimburse us for such or Blocked Person is any person or entity that is on thepart of the "retained limit" that we had paid. All named list of Specially Designated Nationals and Blockedinsureds are jointly and severally responsible for our Persons issued by the U.S. Treasury Department'sreimbursement and agree to make such Office of Foreign Asset Control (O.F.A.C.) as it may bereimbursement within 30 days after we give you from time to time amended.written notice or demand for payment.
As used in this policy a Sanctioned Country is any14. Sole Agent country that is the subject of trade or economic
The insured first named in the Declarations is embargoes imposed by the laws or regulations of the
authorized to act on behalf of all named insureds and United States of America.
other insureds with respect to: SECTION V – DEFINITIONS
a. The giving and receiving of notice of cancellation; 1. "Advertisement" means a notice that is broadcast orand published to the general public or specific market
b. Receiving return premium that may be payable segments about your goods, products or services for
under this policy. the purpose of attracting customers or supporters. For
the purposes of this definitionThe insured first named in the Declarations is
responsible for the payment of premiums, but the other
named Insureds jointly and severally agree to make
G-15057-C Page 10 of 17
(Ed. 06/05)

G-15057-C
(Ed. 06/05)
a. Notices that are published include material placed indemnification of a municipality in connection with
on the Internet or on similar electronic means of work performed for a municipality) under which
communication; and you assume the tort liability to pay damages
because of "bodily injury" or "property damage" to
b. Regarding websites, only that part of a website a third person or organization, if the contracts or
that is about your goods or services for the agreements are made prior to the "bodily injury" or
purposes of attracting customers or supporters is "property damage."
considered an advertisement.
Tort liability means liability that would be imposed
2. "Automobile" means by law in the absence of contracts or agreements.
a. A land motor vehicle, trailer or semitrailer An "insured contract" does not include that part of a
designed for travel on public roads; including any contract or agreement:
attached machinery or equipment; or
a. That indemnifies an architect, engineer or
b. Any other land vehicle that is subject to a surveyor for an injury or damages arising out of:
compulsory or financial responsibility law or other
motor vehicle insurance law in the state where it is (1) Preparing, approving or failing to prepare or
licensed or principally garaged. approve:
However, "automobile" does not include "mobile (a) Maps;
equipment." (b) Drawings;
3. "Bodily injury" means bodily injury, sickness or (c) Opinions;disease sustained by a person, including death,
humiliation, shock, mental anguish or mental injury by (d) Reports;
that person at any time which results as a (e) Surveys;consequence of the bodily injury, sickness or disease.
(f) Change orders;4. "Aircraft" means a vehicle designed to transport
persons or property in the air. (g) Designs; or
5. "Impaired property" means tangible property, other (h) Specifications; or
than "your product" or "your work," that cannot be used (2) Giving directions or instructions, or failing toor is less useful because: give them, if that is the primary cause of the
a. It incorporates "your product" or "your work" that is injury or damage;
known or thought to be defective, deficient, b. Under which the insured, if an architect, engineerinadequate or dangerous; or or surveyor, assumes liability for injury or damage
b. You have failed to fulfill the terms of a contract or arising out of the insured's rendering or failure to
agreement; render professional services, including those listed
in a.(1) above and supervisory, inspection orif such property can be restored to use by: engineering services; or
a. The repair, replacement, adjustment or removal of c. That indemnifies a person or organization for"your product" or "your work"; or damage by fire to premises rented or loaned to an
b. Your fulfilling the terms of the contract or insured.
agreement. 7. "Loading or unloading" means the handling of
6. "Insured contract" means: property:
a. A lease of premises; a. After it is moved from the place where it is
accepted for movement into or onto an "aircraft,"b. A sidetrack agreement; "watercraft" or "automobile";
c. An easement or license agreement, except in b. While it is in or on an "aircraft," "watercraft" orconnection with construction or demolition "automobile"; oroperations on or within 50 feet of a railroad;
c. While it is being moved from an "aircraft,"d. An indemnification of a municipality as required by "watercraft" or "automobile" to the place where it isordinance, except in connection with work for a finally delivered;municipality;
but "loading or unloading" does not include thee. An elevator maintenance agreement; or movement of property by means of a mechanical
f. The part of other contracts or agreements device, other than a hand truck, that is not attached to
pertaining to your business (including an the "aircraft," "watercraft" or "automobile."
G-15057-C Page 11 of 17
(Ed. 06/05)
40020008970130274898951

G-15057-C
(Ed. 06/05)
8. "Mobile equipment" means any of the following types compulsory or financial responsibility law or other
of land vehicles, including any attached machinery or motor vehicle insurance law are considered
equipment: "automobiles"
a. Bulldozers, farm machinery, forklifts and other 9. "Incident"
vehicles designed for use principally off public a. With respect to "bodily injury" and "propertyroads; damage," "incident" means an occurrence. An
b. Vehicles that travel on crawler treads; occurrence means an accident, including
continuous or repeated exposure to substantially
c. Vehicles maintained for use solely on or next to the same general harmful conditions.
premises you own or rent;
b. With respect to "personal and advertising injury,"
d. Vehicles, whether self-propelled or not, "incident" means an offense arising out of your
maintained primarily to provide mobility to business.
permanently mounted:
10. "Personal and Advertising Injury" means injury,
(1) Power cranes, shovels, loaders, diggers or including consequential "bodily injury," arising out of
drills; or one or more of the following offenses:
(2) Road construction or resurfacing equipment a. False arrest, detention or imprisonment;
such as graders, scrapers or rollers;
b. Malicious prosecution or abuse of process;
e. Vehicles not described in a., b., c. or d. above that
are not self-propelled and are maintained primarily c. Wrongful eviction from, wrongful entry into, or the
to provide mobility to permanently attached invasion of the right of private occupancy of a
equipment of the following types: room, dwelling or premises that a person occupies
committed by or on behalf of its owner, landlord or
(1) Air compressors, pumps, and generators, lessor;
including spraying, welding, building cleaning,
geophysical exploration, lighting and well d. Discrimination, unless such insurance is
servicing equipment; or prohibited by law;
(2) Cherry pickers and similar devices used to e. Oral or written publication, in any manner, of
raise or lower workers; material that slanders or libels a person or
organization or disparages a person's or
f. Vehicles not described in a., b., c. or d. above organization's goods, products or services;
maintained primarily for purposes other than the
transportation of persons or cargo. f. Oral or written publication, in any manner, of
material that violates a person's right of privacy;
However, self-propelled vehicles with the following
type of permanently attached equipment are not g. The use of another's advertising idea in your
"mobile equipment" but will be considered "advertisement;"
"automobiles": h. Infringing upon another's copyright, trade dress or
(1) Equipment designed primarily for: slogan in your "advertisement."
(a) Snow removal ; 11. a. "Products-completed operations hazard"
includes "bodily injury" and "property damage"
(b) Road maintenance, but not construction occurring away from premises an insured owns or
or resurfacing; or rents and arising out of "your product" or "your
work" except:(c) Street cleaning;
(1) Products in your physical possession; or(2) Cherry pickers and similar devices mounted
on "automobiles" or truck chassis and used to (2) Work not yet completed or abandoned.
raise or lower workers; and
b. "Your work" will be deemed completed at the
(3) Air compressors, pumps and generators, earliest of the following:
including spraying, welding, building cleaning,
geophysical exploration, lighting and well (1) When all work called for in the "insured
servicing equipment. contract" has been completed;
However, "mobile equipment" does not include any (2) When all of the work to be done at the site
land vehicles that are subject to a compulsory or has been completed if the "insured's contract"
financial responsibility law or other motor vehicle calls for work at more than one site; or
insurance law in the state where it is licensed or
principally garaged. Land vehicles subject to a
G-15057-C Page 12 of 17
(Ed. 06/05)

G-15057-C
(Ed. 06/05)
(3) When that part of the work done at a job site 14. "Your product" means:
has been put to its intended use by a person a. Any goods or products, other than real property,or organization other than another contractor manufactured, sold, handled, distributed oror subcontractor working on the same project. disposed of by:Work that may need:
(1) You;(a) Service;
(2) Others trading under your name; or(b) Maintenance;
(3) A person or organization whose business or(c) Correction; assets you have acquired; and
(d) Repair; or b. Containers (other than vehicles), materials, parts
(e) Replacement; or equipment furnished in connection with such
goods or products.
but which is otherwise complete, will be treated as
completed. "Your product" includes warranties or representations
made with respect to the fitness, quality, durability,
c. This hazard does not include "bodily injury" or performance or use of "your product" and the providing
"property damage" arising out of: of or failure to provide warnings or instructions.
(1) The transportation of property, unless the "Your product" does not include vending machines or
injury or damage arises out of a condition in or other property rented to or located for the use of others
on a vehicle created by the "loading or but not sold.
unloading" of it; or
15. "Your work" means:
(2) The existence of:
a. Work or operations performed by you or on your
(a) Tools; behalf; and
(b) Uninstalled equipment; or b. Materials, parts or equipment furnished in
connection with such work or operations.(c) Abandoned or unused materials.
"Your work" includes warranties or representations12. "Property damage" means: made with respect to the fitness, quality, durability,
a. Physical injury to tangible property, including all performance or use of "your work" and the providing of
resulting loss of use of that property. All such loss or failure to provide warnings or instructions.
of use shall be deemed to occur at the time of the 16. "Retained limit" means the amount stated as such inphysical injury that caused it; or the Declarations. The "retained limit" is retained and
b. Loss of use of tangible property that is not payable by the insured as respects all "incidents" not
physically injured. All such loss shall be deemed covered by "scheduled underlying insurance" or by
to occur at the time of the occurrence that caused "unscheduled underlying insurance."
it. 17. "Scheduled underlying insurance" means the
For the purposes of this insurance, "electronic data" is insurance policies listed in the Schedule of Underlying
not tangible property. Insurance including renewal or replacement of such
contracts which are not more restrictive than those13. "Suit" means a civil proceeding in which damages listed in the aforementioned Schedule of Underlyingbecause of: Insurance.
a. "Bodily injury"; 18. "Ultimate net loss"
b. "Property damage"; or a. "Ultimate net loss" means the actual damages the
c. "Personal and advertising injury"; insured is legally obligated to pay, either through:
to which this insurance applies are alleged. "Suit" (1) Final adjudication on the merits; or
includes: (2) Through compromise settlement with our
a. An arbitration proceeding alleging such damages written consent or direction;
to which you must submit with our consent; or because of "incident(s)" covered by this policy.
b. Any other alternative dispute resolution However, it includes the above mentioned sumsproceeding in which such damages are claimed only after deducting all other recoveries andand to which you submit with our consent. salvages.
G-15057-C Page 13 of 17
(Ed. 06/05)
40020008970130274898952

G-15057-C
(Ed. 06/05)
b. "Ultimate net loss" does not include the following: systems and applications software, hard or floppy
disks, CD-ROMS, tapes, drives, cells, data processing
(1) Costs or expenses related to: devices or any other media which are used with
electronically controlled equipment.(a) Litigation,
24. "Pollutants" means any solid, liquid, gaseous or(b) Settlement; thermal irritant or contaminant, including smoke,
(c) Adjustment; or vapor, soot, fumes, acids, alkalis, chemicals and
waste. Waste includes materials to be recycled,(d) Appeals; reconditioned or reclaimed.
nor costs or expenses incident to the same 25. "Fungi or microbes" means:which an "underlying insurer" has paid,
incurred or is obligated to pay to or on behalf a. Any form of fungus, yeast, mold, mildew, or
of the insured; mushroom, including mycotoxins, spores, scents,
byproducts or other substances produced or(2) Pre-judgment interest; released by fungi; and
(3) Office costs and expenses and salaries and b. Any bacteria, virus, or any other non-fungal, singleexpenses of the employees of an insured; celled or colony-form organism, including any
(4) Our office costs and expenses and salaries of toxins, scents, byproducts or other substances it
our employees; or produces or releases, whose injurious source is in
or on a building or its contents.(5) General retainer and/or monitoring fees of
counsel retained by the insured. But "fungi and microbes" does not include fungi that
were deliberately grown for human consumption,19. "Underlying insurer" means an insurer whose policy microbes that were transmitted directly from person tocovers "bodily injury," "property damage" or "personal person, or microbes that caused food poisoning, ifand advertising injury" also covered by this policy but your business is food processing, sales, or serving.does not include insurers whose policies were
purchased specifically to be in excess of this policy. It 26. "Silica" means the chemical compound silicon dioxide
includes all insurers providing: (SiO2) in any form, including dust which contains
"silica."a. "Unscheduled underlying insurance"; and
27. "Asbestos" means the mineral in any form whether orb. "Scheduled underlying insurance." not the asbestos was at any time:
20. "Unscheduled underlying insurance" a. Airborne as a fiber, particle or dust;
a. "Unscheduled underlying insurance" means b. Contained in or formed a part of a product,insurance policies available to an insured, structure or other real or personal property;whether:
c. Carried on clothing;(1) Primary;
d. Inhaled or ingested; or(2) Excess;
e. Transmitted by any other means.(3) Excess-contingent; or
28. "Volunteer worker" means a person who is not your(4) Otherwise; employee, and who donates his or her work and acts
except the policies listed in the Schedule of at the direction of and within the scope of duties
Underlying Insurance. determined by you, and is not paid a fee, salary or
other compensation by you or anyone else for their
b. "Unscheduled underlying insurance" does not work performed for you.
include insurance purchased specifically to be
excess of this policy. SECTION VI – DEFENSE PAYMENT AND RELATED
DUTIES
21. "Watercraft" means a vehicle designed to transport
persons or property in or on water. 1. If a claim or "suit" alleges damages covered by
underlying policies and the obligation of all "underlying
22. "Authorized Insured" means any named insured or insurers" either to:
any employee authorized by a named insured to give
or receive notice of a claim or "suit." a. Investigate and defend the insured; or
23. "Electronic data" means information, facts or b. Pay the cost of such investigation and defense;
programs stored as or on, created or used on, or ceases solely through exhaustion of all underlyingtransmitted to or from computer software, including limits of insurance through payment of a combination
G-15057-C Page 14 of 17
(Ed. 06/05)

G-15057-C
(Ed. 06/05)
of covered expenses, settlements or judgments for not pay prejudgment interest on that period of time
"bodily injury," "property damage" or "personal and after we offer to pay:
advertising injury" taking place during our policy a. Our limit of insurance; orperiod, then we will either:
b. That portion of our limit of insurance which equalsa. Assume the investigation and defense of the the amount of a settlement demand wheninsured against "suits" seeking damages; or combined with the limits of "underlying insurers."
b. If we elect not to assume the investigation and 8. We will pay interest on a judgment that accrues afterdefense in 1.a. above, we will reimburse the entry of that judgment, but before we have:insured for reasonable defense costs and
expenses incurred with our written consent. a. Paid;
However, such reimbursement excludes: b. Offered to pay; or
(1) Office expenses of the insured; c. Deposited in court
(2) Salaries and expenses of employees; and that part of the judgment that is within the limit of
(3) General retainer fees of counsel retained by insurance of this policy. The amount of interest we pay
the insured. will be in direct proportion that amount we pay as
damages bears to the total amount of judgment. We2. We will investigate and defend an insured or will not pay additional interest that accrues after wereimburse an insured for "suits" brought against an have:insured for a claim or "suit" that alleges damages
because of "bodily injury," "property damage" or a. Paid;
"personal and advertising injury" not covered under: b. Offered to pay;
a. "Scheduled underlying insurance"; and c. Deposited in court
b. "Unscheduled underlying insurance"; that part of the judgment that is within the limit of
but which seeks damages because of "bodily injury," insurance of this policy.
"property damage" or "personal and advertising injury" 9. We will pay all reasonable expenses incurred by theotherwise covered under this policy. Costs and insured at our request to assist us in the investigationexpanses of such investigation and defense are not or defense of the claim or "suit." This includes actualsubject to the "retained limit." loss of earnings up to liability $250. a day because of
3. We will investigate and defend an insured or time off from work.
reimburse an insured for such costs of investigation
and defense described in either 1. or 2. NUCLEAR ENERGY LIABILITY EXCLUSIONabove, even if
ENDORSEMENTthe allegations of a "suit" are:
(BROAD FORM)
a. Groundless;
It is agreed that:b. False; or
I. This policy does not apply:c. Fraudulent;
A. Under Liability Coverage to "bodily injury"but only until we make payment or offer to pay or "personal and advertising injury" or "propertydeposit in court that part of judgment(s) not exceeding damage"our limit of insurance.
1. With respect to which an insured under this4. We shall also have the sole right to make settlement of policy, is also an insured under a nucleara "suit" as we deem expedient. energy liability policy issued by the:
5. If not permitted by law or otherwise to perform these a. Nuclear Energy Liability Insuranceduties, we will pay an insured for defense costs and Association;expenses incurred with our prior written consent.
b. Mutual Atomic Energy Liability6. Amounts we pay or incur pursuant to the obligation to Underwriters; ordefend or pay the costs and expenses of defense are
in addition to, and not subject to, the limits of c. Nuclear Insurance Association of
insurance stated in the Declarations. Canada;
7. In addition to our limits of insurance, we will pay or any of their successors, or would be an
prejudgment interest awarded against an insured on insured under any such policy but for its
that part of a judgment covered by this policy. We will
G-15057-C Page 15 of 17
(Ed. 06/05)
40020008970130274898953

G-15057-C
(Ed. 06/05)
termination upon exhaustion of its limit of II. As used in this endorsement:
liability; or A. "Hazardous properties" include radioactive, toxic
2. Resulting from the "hazardous properties" of or explosive properties.
"nuclear material" and with respect to which: B. "Nuclear material" means "source material,"
a. Any person or organization is required to "special nuclear material" or "byproduct material."
maintain financial protection pursuant to C. "Source material," "special nuclear material" andthe Atomic Energy Act of 1954, or any law "by-product material" have the meanings givenor amendment thereof; or them in the Atomic Energy Act of 1954 or in any
b. The insured is, or had this policy not been law amendatory thereof.
issued would be, entitled to indemnity D. "Spent fuel" means any fuel element or fuelfrom the United States of America, or any component, solid or liquid, which has been usedagency thereof, under any agreement or exposed to radiation in a "nuclear reactor."entered into by the United States of
America, or any agency thereof, with any E. "Waste" means waste material:
person or organization. 1. Containing "by-product material" other than
B. Under any Supplementary Payments provision the tailings or waste produced by the
relating to first aid, to expenses incurred with extraction or concentration of uranium or
respect to "bodily injury" resulting from the thorium from ore processed primarily for its
"hazardous properties" of "nuclear material," and "source material" content; and
arising out of the operation of a "nuclear facility" 2. Resulting from the operation by any person orby any person or organization. organization, of a "nuclear facility" included
C. Under any Liability Coverage, to "bodily injury" within paragraphs 1. and 2. of the definition of
"personal and advertising injury" or "property "nuclear facility."
damage" resulting from the "hazardous properties" F. "Nuclear facility" means:of "nuclear material," if:
1. Any "nuclear reactor";1. The "nuclear material":
2. Any equipment or device designed or useda. Is at any "nuclear facility" owned by, or for:operated by or on behalf of, an insured; or
a. Separating the isotopes of uranium orb. Has been discharged or dispersed plutonium;therefrom;
b. Processing or utilizing "spent fuel"; or2. The "nuclear material" is contained in "spent
fuel" or "waste" at any time possessed, c. handling, processing or packaging
handled, used, processed, stored, transported "waste";
or disposed of by or on behalf of an insured; 3. Any equipment or device used for theor processing, fabricating or alloying of special
3. The "bodily injury," "personal and advertising "nuclear material" if at any time the total
injury," or "property damage" arises out of the amount of such material in the custody of the
furnishing by an insured of services, insured at the premises where such
materials, parts or equipment in connection equipment is located consists of or contains
with the: more than:
a. Planning; a. 25 grams of plutonium or uranium 233 or
any combination thereof; orb. Construction;
b. 250 grams of uranium 235;c. Maintenance;
4. Any structure, basin, excavation, premises ord. Operation; or place prepared or used for the storage or
e. Use of disposal of "waste";
any "nuclear facility," but if such facility is and includes the site on which any of the
located within the United States of America, foregoing is located, all operations conducted on
its territories or possessions or Canada, this such site and all premises used for such
exclusion (C.3.) applies only to "property operations.
damage" to such "nuclear facility" and any
property threat.
G-15057-C Page 16 of 17
(Ed. 06/05)

G-15057-C
(Ed. 06/05)
G. "Nuclear reactor" means an apparatus designed H. "Property damage" includes all forms of
or used to sustain nuclear fission in a self- radioactive contamination of property.
supporting chain reaction or to contain a critical
mass of fissionable material.
G-15057-C Page 17 of 17
(Ed. 06/05)
40020008970130274898954

SB146932G
(Ed. 10-19)
BLANKET ADDITIONAL INSURED AND LIABILITY EXTENSION ENDORSEMENT
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS LIABILITY COVERAGE FORM
BUSINESSOWNERS COMMON POLICY CONDITIONS
TABLE OF CONTENTS
I. Blanket Additional Insured Provisions
A. Additional Insured – Blanket Vendors
B. Miscellaneous Additional Insureds
C. Additional Provisions Pertinent to Additional Insured Coverage
1.a. Primary – Noncontributory provision
1.b. Definition of "written contract"
2. Additional Insured – Extended Coverage
II. Liability Extension Coverages
A. Bodily Injury – Expanded Definition
B. Broad Knowledge of Occurrence
C. Estates, Legal Representatives and Spouses
D. Fellow Employee First Aid
E. Legal Liability – Damage to Premises
F. Personal and Advertising Injury – Discrimination or Humiliation
G. Personal and Advertising Injury – Broadened Eviction
H. Waiver of Subrogation – Blanket
I. BLANKET ADDITIONAL INSURED PROVISIONS
A. ADDITIONAL INSURED – BLANKET VENDORS
Who Is An Insured is amended to include as an additional insured any person or organization (referred to below
as vendor) with whom you agreed under a "written contract" to provide insurance, but only with respect to
"bodily injury" or "property damage" arising out of "your products" which are distributed or sold in the regular
course of the vendor's business, subject to the following additional exclusions:
1. The insurance afforded the vendor does not apply to:
a. "Bodily injury" or "property damage" for which the vendor is obligated to pay damages by reason of the
assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages
that the vendor would have in the absence of the contract or agreement;
b. Any express warranty unauthorized by you;
c. Any physical or chemical change in the product made intentionally by the vendor;
d. Repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing, or the
substitution of parts under instructions from the manufacturer, and then repackaged in the original
container;
e. Any failure to make such inspections, adjustments, tests or servicing as the vendor has agreed to make
or normally undertakes to make in the usual course of business, in connection with the distribution or sale
of the products;
f. Demonstration, installation, servicing or repair operations, except such operations performed at the
vendor's premises in connection with the sale of the product;
g. Products which, after distribution or sale by you, have been labeled or relabeled or used as a container,
part or ingredient of any other thing or substance by or for the vendor; or
SB146932G (10-19) Page 1 of 7
Copyright, CNA All Rights Reserved.
10020004570136019454369
7013025936

SB146932G
(Ed. 10-19)
h. "Bodily injury" or "property damage" arising out of the sole negligence of the vendor for its own acts or
omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not
apply to:
(1) The exceptions contained in Subparagraphs d. or f.; or
(2) Such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally
undertakes to make in the usual course of business, in connection with the distribution or sale of the
products.
2. This insurance does not apply to any insured person or organization, from whom you have acquired such
products, or any ingredient, part or container, entering into, accompanying or containing such products.
3. This provision 2. does not apply to any vendor included as an insured by an endorsement issued by us and
made a part of this Policy.
4. This provision 2. does not apply if "bodily injury" or "property damage" included within the "products-
completed operations hazard" is excluded either by the provisions of the Policy or by endorsement.
B. MISCELLANEOUS ADDITIONAL INSUREDS
1. Who Is An Insured is amended to include as an insured any person or organization (called additional
insured) described in paragraphs 3.a. through 3.j. below whom you are required to add as an additional
insured on this policy under a "written contract."
2. However, subject always to the terms and conditions of this policy, including the limits of insurance, we will
not provide the additional insured with:
a. A higher limit of insurance than required by such "written contract;"
b. Coverage broader than required by such "written contract" and in no event greater than that described
by the applicable paragraph a. through k. below; or
c. Coverage for "bodily injury" or "property damage" included within the "products-completed
operations hazard." But this paragraph c. does not apply to the extent coverage for such liability is
provided by paragraph 3.j. below.
Any coverage granted by this endorsement shall apply only to the extent permitted by law.
3. Only the following persons or organizations can qualify as additional insureds under this endorsement:
a. Controlling Interest
Any persons or organizations with a controlling interest in you but only with respect to their liability arising
out of:
(1) such person or organization's financial control of you; or
(2) Premises such person or organization owns, maintains or controls while you lease or occupy these
premises;
provided that the coverage granted to such additional insureds does not apply to structural alterations,
new construction or demolition operations performed by or for such additional insured.
b. Co-owner of Insured Premises
A co-owner of a premises co-owned by you and covered under this insurance but only with respect to the
co-owners liability for "bodily injury," "property damage" or "personal and advertising injury" as co-
owner of such premises.
c. Grantor of Franchise
Any person or organization that has granted a franchise to you, but only with respect to such person or
organization's liability for "bodily injury," "property damage," or "personal and advertising injury" as
grantor of a franchise to you.
SB146932G (10-19) Page 2 of 7
Copyright, CNA All Rights Reserved.

SB146932G
(Ed. 10-19)
d. Lessor of Equipment
Any person or organization from whom you lease equipment, but only with respect to liability for "bodily
injury," "property damage" or "personal and advertising injury" caused in whole or in part by your
maintenance, operation or use of such equipment, provided that the "occurrence" giving rise to such
"bodily injury" or "property damage" or the offense giving rise to such "personal and advertising
injury" takes place prior to the termination of such lease.
e. Lessor of Land
Any person or organization from whom you lease land, but only with respect to liability for "bodily injury,"
"property damage" or "personal and advertising injury" arising out of the ownership, maintenance or
use of that specific part of the land leased to you, provided that the "occurrence" giving rise to such
"bodily injury" or "property damage" or the offense giving rise to such "personal and advertising
injury," takes place prior to the termination of such lease. The insurance hereby afforded to the additional
insured does not apply to structural alterations, new construction or demolition operations performed by,
on behalf of or for such additional insured.
f. Lessor of Premises
An owner or lessor of premises leased to you, or such owner or lessor's real estate manager, but only
with respect to liability for "bodily injury," "property damage" or "personal and advertising injury"
arising out of the ownership, maintenance or use of such part of the premises leased to you, and
provided that the "occurrence" giving rise to such "bodily injury" or "property damage" or the offense
giving rise to such "personal and advertising injury," takes place prior to the termination of such lease.
The insurance hereby afforded to the additional insured does not apply to structural alterations, new
construction or demolition operations performed by, on behalf of or for such additional insured.
g. Mortgagee, Assignee or Receiver
A mortgagee, assignee or receiver of premises but only with respect to such mortgagee, assignee, or
receiver's liability for "bodily injury," "property damage" or "personal and advertising injury" arising
out of the ownership, maintenance, or use of a premises by you.
This insurance does not apply to structural alterations, new construction or demolition operations
performed by, on behalf of or for such additional insured.
h. State or Political Subdivisions
A state or government agency or subdivision or political subdivision that has issued a permit or
authorization, but only with respect to such government agency or subdivision or political subdivision's
liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of:
(1) The following hazards in connection with premises you own, rent, or control and to which this
insurance applies:
(a) The existence, maintenance, repair, construction, erection, or removal of advertising signs,
awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoistaway
openings, sidewalk vaults, street banners, or decorations and similar exposures; or
(b) The construction, erection, or removal of elevators; or
(c) The ownership, maintenance or use of any elevators covered by this insurance; or
(2) The permitted or authorized operations performed by you or on your behalf. But the coverage granted
by this paragraph does not apply to:
(a) "Bodily injury", "property damage" or "personal and advertising injury" arising out of
operations performed for the state or government agency or subdivision or political subdivision;
or
(b) "Bodily injury" or "property damage" included within the "products-completed operations
hazard."
With respect to this provision's requirement that additional insured status must be requested under a
"written contract," we will treat as a "written contract" any governmental permit that requires you to add
the governmental entity as an additional insured.
SB146932G (10-19) Page 3 of 7
Copyright, CNA All Rights Reserved.
10020004570136019454370

SB146932G
(Ed. 10-19)
i. Trade Show Event Lessor
With respect to your participation in a trade show event as an exhibitor, presenter or displayer, any
person or organization whom you are required to include as an additional insured, but only with respect to
such person or organization's liability for "bodily injury," "property damage," or "personal and
advertising injury" caused by:
a. Your acts or omissions; or
b. Acts or omissions of those acting on your behalf;
in the performance of your ongoing operations at the trade show premises during the trade show event.
j. Other Person or Organization
Any person or organization who is not an additional insured under paragraphs a. through i. above. Such
additional insured is an insured solely for "bodily injury," "property damage" or "personal and
advertising injury" for which such additional insured is liable because of your acts or omissions.
The coverage granted by this paragraph does not apply to any person or organization:
(1) For "bodily injury," "property damage," or "personal and advertising injury" arising out of the
rendering or failure to render any professional services;
(2) For "bodily injury" or "property damage" included in the "products-completed operations
hazard." But this provision (2) does not apply to such "bodily injury" or "property damage" if:
(a) It is entirely due to your negligence and specifically results from your work for the additional
insured which is the subject to the "written contract"; and
(b) The "written contract" requires you to make the person or organization an additional insured for
such "bodily injury" or "property damage"; or
(3) Who is afforded additional insured coverage under another endorsement attached to this policy.
C. ADDITIONAL PROVISIONS PERTINENT TO ADDITIONAL INSURED COVERAGE
1. With respect only to additional insured coverage provided under paragraphs A. and B. above:
a. The BUSINESSOWNERS COMMON POLICY CONDITIONS are amended to add the following to the
Condition entitled Other Insurance:
This insurance is excess of all other insurance available to an additional insured whether primary,
excess, contingent or on any other basis. However, if a "written contract" requires that this insurance be
either primary or primary and noncontributing, then this insurance will be primary and non-contributory
relative solely to insurance on which the additional insured is a named insured.
b. Under Liability and Medical Expense Definitions, the following definition is added:
"Written contract" means a written contract or agreement that requires you to make a person or
organization an additional insured on this policy, provided the contract or agreement:
(1) Is currently in effect or becomes effective during the term of this policy; and
(2) Was executed prior to:
(a) The "bodily injury" or "property damage;" or
(b) The offense that caused the "personal and advertising injury";
for which the additional insured seeks coverage.
2. With respect to any additional insured added by this endorsement or by any other endorsement attached to
this Coverage Part, the section entitled Who Is An Insured is amended to make the following natural persons
insureds.
If the additional insured is:
a. An individual, then his or her spouse is an insured;
SB146932G (10-19) Page 4 of 7
Copyright, CNA All Rights Reserved.

SB146932G
(Ed. 10-19)
b. A partnership or joint venture, then its partners, members and their spouses are insureds;
c. A limited liability company, then its members and managers are insureds;
d. An organization other than a partnership, joint venture or limited liability company, then its executive
officers, directors and shareholders are insureds; or
e. Any type of entity, then its employees are insureds;
but only with respect to locations and operations covered by the additional insured endorsement's provisions,
and only with respect to their respective roles within their organizations. Furthermore, employees of
additional insureds are not insureds with respect to liability arising out of:
(1) "Bodily injury" or "personal and advertising injury" to any fellow employee or to any natural person
listed in paragraphs a. through d. above;
(2) "Property damage" to property owned, occupied or used by their employer or by any fellow employee; or
(3) Providing or failing to provide professional health care services.
II. LIABILITY EXTENSION COVERAGES
It is understood and agreed that this endorsement amends the Businessowners Liability Coverage Form. If any
other endorsement attached to this policy amends any provision also amended by this endorsement, then that other
endorsement controls with respect to such provision, and the changes made by this endorsement to such provision do
not apply.
A. Bodily injury – Expanded Definition
Under Liability and Medical Expenses Definitions, the definition of "Bodily injury" is deleted and replaced by
the following:
"Bodily injury" means physical injury, sickness or disease sustained by a person, including death, humiliation,
shock, mental anguish or mental injury by that person at any time which results as a consequence of the physical
injury, sickness or disease.
B. Broad Knowledge of Occurrence
Under Businessowners Liability Conditions, the Condition entitled Duties In The Event of Occurrence, Offense,
Claim or Suit is amended to add the following:
Paragraphs a. and b. above apply to you or to any additional insured only when such "occurrence," offense,
claim or "suit" is known to:
(1) You or any additional insured that is an individual;
(2) Any partner, if you or an additional insured is a partnership;
(3) Any manager, if you or an additional insured is a limited liability company;
(4) Any "executive officer" or insurance manager, if you or an additional insured is a corporation;
(5) Any trustee, if you or an additional insured is a trust; or
(6) Any elected or appointed official, if you or an additional insured is a political subdivision or public entity.
This paragraph applies separately to you and any additional insured.
C. Estates, Legal Representatives and Spouses
The estates, heirs, legal representatives and spouses of any natural person insured shall also be insured under
this policy; provided, however, coverage is afforded to such estates, heirs, legal representatives and spouses only
for claims arising solely out of their capacity as such and, in the case of a spouse, where such claim seeks
damages from marital common property, jointly held property, or property transferred from such natural person
insured to such spouse. No coverage is provided for any act, error or omission of an estate, heir, legal
representative or spouse outside the scope of such person's capacity as such, provided however that the spouse
of a natural person Named Insured and the spouses of members or partners of joint venture or partnership
Named Insureds are insureds with respect to such spouses' acts, errors or omissions in the conduct of the Named
Insured's business.
SB146932G (10-19) Page 5 of 7
Copyright, CNA All Rights Reserved.
10020004570136019454371

SB146932G
(Ed. 10-19)
D. Fellow Employee First Aid Coverage
In the section entitled Who Is An Insured, paragraph 2.a.1. is amended to add the following:
The limitations described in subparagraphs 2.a.1.(a), (b) and (c) do not apply to your "employees" for "bodily
injury" that results from providing cardiopulmonary resuscitation or other first aid services to a co-"employee" or
"volunteer worker" that becomes necessary while your "employee" is performing duties in the conduct of your
business. Your "employees" are hereby insureds for such services. But the insured status conferred by this
provision does not apply to "employees" whose duties in your business are to provide professional health care
services or health examinations.
E. Legal Liability – Damage To Premises
1. Under B. Exclusions, 1. Applicable to Business Liability Coverage, Exclusion k. Damage To Property, is
replaced by the following:
k. Damage To Property
"Property damage" to:
1. Property you own, rent or occupy, including any costs or expenses incurred by you, or any other
person, organization or entity, for repair, replacement, enhancement, restoration or maintenance of
such property for any reason, including prevention of injury to a person or damage to another's
property;
2. Premises you sell, give away or abandon, if the "property damage" arises out of any part of those
premises;
3. Property loaned to you;
4. Personal property in the care, custody or control of the insured;
5. That particular part of any real property on which you or any contractors or subcontractors working
directly or indirectly in your behalf are performing operations, if the "property damage" arises out of
those operations; or
6. That particular part of any property that must be restored, repaired or replaced because "your work"
was incorrectly performed on it.
Paragraph 2 of this exclusion does not apply if the premises are "your work" and were never occupied,
rented or held for rental by you.
Paragraphs 1, 3, and 4, of this exclusion do not apply to "property damage" (other than damage by fire
or explosion) to premises:
(1) rented to you:
(2) temporarily occupied by you with the permission of the owner, or
(3) to the contents of premises rented to you for a period of 7 or fewer consecutive days.
A separate limit of insurance applies to Damage To Premises Rented To You as described in Section D –
Liability and Medical Expenses Limits of Insurance.
Paragraphs 3, 4, 5, and 6 of this exclusion do not apply to liability assumed under a sidetrack agreement.
Paragraph 6 of this exclusion does not apply to "property damage" included in the "products-
completed operations hazard."
2. Under B. Exclusions, 1. Applicable to Business Liability Coverage, the following paragraph is added, and
replaces the similar paragraph, if any, beneath paragraph (14) of the exclusion entitled Personal and
Advertising Injury:
Exclusions c, d, e, f, g, h, i, k, l, m, n, and o, do not apply to damage by fire to premises while rented to you
or temporarily occupied by you with permission of the owner or to the contents of premises rented to you for a
period of 7 or fewer consecutive days. A separate limit of insurance applies to this coverage as described in
Section D. Liability And Medical Expenses Limits Of Insurance.
SB146932G (10-19) Page 6 of 7
Copyright, CNA All Rights Reserved.

SB146932G
(Ed. 10-19)
3. The first Paragraph under item 5. Damage To Premises Rented To You Limit of the section entitled
Liability And Medical Expenses Limits Of Insurance is replaced by the following:
The most we will pay under Business Liability for damages because of "property damage" to any one
premises, while rented to you or temporarily occupied by you with the permission of the owner, including
contents of such premises rented to you for a period of 7 or fewer consecutive days, is the Damage to
Premises Rented to You Limit. The Damage to Premises Rented to You Limit is the greater of:
a. $1,000,000; or
b. The Damage to Premises Rented to You Limit shown in the Declarations.
F. Personal and Advertising Injury – Discrimination or Humiliation
1. Under Liability and Medical Expenses Definitions, the definition of "personal and advertising injury" is
amended to add the following:
h. Discrimination or humiliation that results in injury to the feelings or reputation of a natural person, but only
if such discrimination or humiliation is:
(1) Not done intentionally by or at the direction of:
(a) The insured; or
(b) Any "executive officer," director, stockholder, partner, member or manager (if you are a limited
liability company) of the insured; and
(2) Not directly or indirectly related to the employment, prospective employment, past employment or
termination of employment of any person or person by any insured.
2. Under B. Exclusions, 1. Applicable to Business Liability Coverage, the exclusion entitled Personal and
Advertising Injury is amended to add the following additional exclusions:
(15) Discrimination Relating to Room, Dwelling or Premises
Caused by discrimination directly or indirectly related to the sale, rental, lease or sub-lease or prospective
sale, rental, lease or sub-lease of any room, dwelling or premises by or at the direction of any insured.
(16) Employment Related Discrimination
Discrimination or humiliation directly or indirectly related to the employment, prospective employment,
past employment or termination of employment of any person by any insured.
(17) Fines or Penalties
Fines or penalties levied or imposed by a governmental entity because of discrimination.
3. This provision (Personal and Advertising Injury – Discrimination or Humiliation) does not apply if
Personal and Advertising Injury Liability is excluded either by the provisions of the Policy or by
endorsement.
G. Personal and Advertising Injury - Broadened Eviction
Under Liability and Medical Expenses Definitions, the definition of "Personal and advertising injury" is
amended to delete Paragraph c. and replace it with the following:
c. The wrongful eviction from, wrongful entry into, or invasion of the right of private occupancy of a room
dwelling or premises that a person or organization occupies committed by or on behalf of its owner, landlord
or lessor.
H. Waiver of Subrogation – Blanket
We waive any right of recovery we may have against:
a. Any person or organization with whom you have a written contract that requires such a waiver.
All other terms and conditions of the Policy remain unchanged.
SB146932G (10-19) Page 7 of 7
Copyright, CNA All Rights Reserved.
10020004570136019454372

WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 00 03 13
(Ed. 4-84)
WC 00 03 13
(Ed. 4-84) Copyright 1983 National Council on Compensation Insurance.
WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce
our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you
perform work under a written contract that requires you to obtain this agreement from us.)
This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule.
Schedule
Insurance Company Countersigned by
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated.
(The information below is required only when this endorsement is issued subsequent to preparation of the policy.)
Endorsement Effective 3 Policy No.  Endorsement No.
Insured Premium $
9HUWRVRIW//&
&1$
BLANKET AS REQUIRED BY WRITTEN CONTRACT

CoSF Version 7 08.27.24
Item #: ____________
Munis Contract #: ________
OMNIA Partners Master Agreement #: 01-165
CITY OF SANTA FE
GENERAL SERVICES CONTRACT
Software
THIS CONTRACT is made and entered into by and between the City of Santa Fe, herein after referred to as the
“City,” and Vertosoft, LLC herein after referred to as the “Contractor.”
IT IS MUTUALLY AGREED BETWEEN THE PARTIES:
1. Definitions
A. "Products and Services Schedule" refers to the complete list of products and services offered
under this Contract and the price for each. Product and service descriptions may be amended with the prior
approval of the Contract Administrator. New products and services shall not be added to the Products and
Services Schedule.
B. "Business Hours" means 8:00 a.m. to 5:00 p.m. Mountain Time.
2. Scope of Work
A. The Contractor shall perform the scope of work outlined in Exhibit A.
3. Compensation.
Compensation Schedule. The City shall pay to the Contractor based upon fixed prices for each Deliverable, per
the schedule outlined in Exhibit B, less retainage, if any, as identified in paragraph C of this Clause.
A. The amount payable to the Contractor under this Contract shall not exceed $763,362.83, plus applicable
out-of-state GRT. The GRT will be calculated based on the out-of-state rate of 4.875%, totaling $37,213.94.
The total compensation is $800,576.77. This amount is a maximum and not a guarantee that the work assigned
to be performed by Contractor under this Contract shall equal the amount stated herein. The Parties do not
intend for the Contractor to continue to provide Services without compensation when the total compensation
amount is reached. Contractor is responsible for notifying the City when the Services provided under this
Contract reach the total compensation amount. In no event will the Contractor be paid for Services provided in
excess of the total compensation amount without this Contract being amended in writing prior to services, in
excess of the total compensation amount being provided.
Payment shall be made upon acceptance of each Deliverable and upon the receipt and acceptance of a detailed,
certified Payment Invoice. Progress and Deliverable Payments will be made to the Contractor's designated
mailing address. In accordance with NMSA 1978, Section 13-1-158, payment shall be tendered to the
Contractor within thirty (30) days of the date of written certification of acceptance. All payment invoices
MUST BE received by the City at least thirty (30) days after the completion of each Deliverable and no later
than fifteen (15) days after the termination of this Contract. Payment Invoices received after such date WILL
NOT BE PAID. If you do not receive confirmation of invoice receipt within seven days, email25-0373

Page 2 of 11
accountspayable@santafenm.gov to request an update. For contract-related inquiries, contact
purchasing@santafenm.gov.
C. Retainage. Not Applicable – The Parties agree there is no retainage.
D. Performance Bond. Not Applicable. The Parties agree there is no Performance Bond.
5. Term
THIS CONTRACT SHALL NOT BECOME EFFECTIVE UNTIL APPROVED IN WRITING BY THE
CITY. This contract shall terminate five (5) years from the date of final signature. The City Reserves the
right to extend pursuant to NMSA 1978, Section 13-1-150.
6. Default and Force Majeure
The City reserves the right to cancel all, or any part of any orders placed under this contract without cost
to the City, if the Contractor fails to meet the provisions of this contract and, except as otherwise provided
herein, to hold the Contractor liable for any excess cost occasioned by the City due to the Contractor's default.
The Contractor shall not be liable for any excess costs if failure to perform the order arises out of causes beyond
the control and without the fault or negligence of the Contractor; such causes include, but are not restricted to,
acts of God or the public enemy, acts of the State or Federal Government, fires, floods, epidemics, quarantine
restrictions, strikes, freight embargoes, unusually severe weather and defaults of sub-contractors due to any of
the above, unless the City shall determine that the supplies or services to be furnished by the sub-contractor
were obtainable from other sources in sufficient time to permit the Contractor to meet the required delivery
scheduled. The rights and remedies of the City provided in this paragraph shall not be exclusive and are in
addition to any other rights now being provided by law or under this contract.
7. Termination
A. Grounds. The City may terminate this Contract for convenience or cause. For contracts within
their authority, the City Manager or their designee is authorized to provide the notice of termination, otherwise
such notice of termination shall be provided by the Mayor, or their designee as authorized by the Governing
Body. The Contractor may only terminate this Contract based upon the City’s uncured, material breach of this
Contract.
B. Notice: City Opportunity to Cure.
1) The City shall give the Contractor written notice of termination at least thirty (30) days
prior to the intended date of termination.
2) Contractor shall give City written notice of termination at least thirty (30) days prior to
the intended date of termination, which notice shall (i) identify all the City’s material breaches of this Contract
upon which the termination is based and (ii) state what the City must do to cure such material breaches.
Contractor’s notice of termination shall only be effective (i) if the City does not cure all material breaches
within the thirty (30) day notice period or (ii) in the case of material breaches that cannot be cured within thirty
(30) days, the City does not, within the thirty (30) day notice period, notify the Contractor of its intent to cure
and begin with due diligence to cure the material breach.
3) Notwithstanding the foregoing, this Contract may be terminated immediately upon
written notice to the Contractor (i) if the Contractor becomes unable to perform the services contracted for, as
determined by the City; (ii) if, during the term of this Contract, the Contractor is suspended or debarred by the
City; or (iii) the Contract is terminated pursuant to Paragraph 17, “Appropriations”, of this Contract.

Page 3 of 11
C. Liability. Except as otherwise expressly allowed or provided under this Contract, the City’s sole
liability upon termination shall be to pay for acceptable work performed prior to the Contractor’s receipt or
issuance of a notice of termination; provided, however, that a notice of termination shall not nullify or otherwise
affect either party’s liability for pre-termination defaults under or breaches of this Contract. The Contractor
shall submit an invoice for such work within thirty (30) days of receiving or sending the notice of termination.
THIS PROVISION IS NOT EXCLUSIVE AND DOES NOT WAIVE THE CITY’S OTHER LEGAL RIGHTS AND
REMEDIES CAUSED BY THE CONTRACTOR'S DEFAULT/BREACH OF THIS CONTRACT.
8. Amendment
A. This Contract shall not be altered, changed, or amended except by instrument in writing executed
by the parties hereto and all other required signatories.
B. If the City proposes an amendment to the Contract to unilaterally reduce funding due to budget or
other considerations, the Contractor shall, within thirty (30) days of receipt of the proposed Amendment, have
the option to terminate the Contract, pursuant to the termination provisions as set forth in Paragraph 7 herein, or
to agree to the reduced funding.
9. Status of Contractor
The Contractor, and Contractor’s agents and employees, are independent Contractors for the City and
are not employees of the City. The Contractor, and Contractor’s agents and employees, shall not accrue leave,
retirement, insurance, bonding, use of City vehicles, or any other benefits afforded to employees of the City
because of this Contract. The Contractor acknowledges that all sums received hereunder are personally
reportable by the Contractor for income tax purposes, including without limitation, self-employment tax and
business income tax. The Contractor agrees not to purport to bind the City unless the Contractor has written
authority to do so, and then only within the strict limits of that authority.
10. Assignment
The Contractor shall not assign or transfer any interest in this Contract or assign any claims for money
due or to become due under this Contract without the prior written approval of the City.
11. Subcontracting
The Contractor shall not subcontract any portion of the services to be performed under this Contract
without the prior written approval of the City. No such subcontract shall relieve the primary Contractor from its
obligations and liabilities under this Contract, nor shall any subcontract obligate direct payment from the City.
12. Non-Collusion
In signing this Contract, the Contractor certifies the Contractor has not, either directly or indirectly,
entered into action in restraint of free competitive bidding in connection with this offer submitted to the City.
13. Inspection of Plant

Page 4 of 11
The City may inspect, at any reasonable time during Contractor’s regular business hours and upon prior
written notice, the Contractor’s plant or place of business, or any subcontractor’s plant or place of business,
which is related to the performance of this contract.
14. Commercial Warranty
The Contractor agrees that the tangible personal property or services furnished under this Contract shall
be covered by the most favorable commercial warranties the Contractor gives to any customer for such tangible
personal property or services, and that the rights and remedies provided herein shall extend to the City and are
in addition to and do not limit any rights afforded to the City by any other clause of this order. The contractor
agrees not to disclaim warranties of fitness for a particular purpose or merchantability.
15. Condition of Proposed Items
Where tangible personal property is a part of this Contract, all proposed items are to be NEW and of
most current production, unless otherwise specified.
16. Records and Audit
During the term of this Contract and for three years thereafter, the Contractor shall maintain detailed
records pertaining to the services rendered and products delivered. These records shall be subject to inspection
by the City, the State Auditor and other appropriate state and federal authorities. The City shall have the right to
audit billings both before and after payment. Payment under this Contract shall not foreclose the right of the
City to recover excessive or illegal payments.
17. Appropriations
The terms of this Contract, and any orders placed under it, are contingent upon sufficient appropriations
and authorization being made by the Governing Body for the performance of this Contract. If sufficient
appropriations and authorization are not made by the legislature, this Contract, and any orders placed under it,
shall terminate upon written notice being given by the City to the Contractor. The City's decision as to whether
sufficient appropriations are available shall be accepted by the Contractor and shall be final. If the City proposes
an amendment to the Contract to unilaterally reduce funding, the Contractor shall have the option to terminate
the Contract or to agree to the reduced funding, within thirty (30) days of receipt of the proposed amendment.
18. Release
The Contractor, upon final payment of the amount due under this Contract, releases the City, its officers,
and employees, from all liabilities, claims and obligations whatsoever arising from or under this Contract. The
Contractor agrees not to purport to bind the City, unless the Contractor has express written authority to do so,
and then only within the strict limits of that authority.
19. Confidentiality
Any confidential information provided to or developed by the Contractor in the performance of this
Contract shall be kept confidential and shall not be made available to any individual or organization by the
Contractor without prior written approval by the City.

Page 5 of 11
20. Conflict of Interest
A. The Contractor represents and warrants that it presently has no interest and, during the term of this
Contract, shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the
performance or services required under the Contract. The Contractor shall comply with any applicable provisions
of the New Mexico Governmental Conduct Act and the New Mexico Financial Disclosures Act.
B. The Contractor further represents and warrants that it has complied with, and, during the term of
this Contract, will continue to comply with, and that this Contract complies with all applicable provisions of the
Governmental Conduct Act, NMSA 1978, Section 10-16.
C. Contractor’s representations and warranties in Paragraphs A and B of this Paragraph are material
representations of fact upon which the City relied when this Contract was entered into by the parties. Contractor
shall provide immediate written notice to the City if, at any time during the term of this Contract, Contractor
learns that Contractor’s representations and warranties in Paragraphs A and B of this Paragraph 20 were erroneous
on the effective date of this Contract or have become erroneous by reason of new or changed circumstances. If it
is later determined that Contractor’s representations and warranties in Paragraphs A and B of this Paragraph 20
were erroneous on the effective date of this Contract or have become erroneous by reason of new or changed
circumstances, in addition to other remedies available to the City and notwithstanding anything in the Contract to
the contrary, the City may immediately terminate the Contract.
D. All terms defined in the Governmental Conduct Act have the same meaning in this section.
21. Approval of Contractor Representative(s)
The City reserves the right to require a change in Contractor representative(s) if the assigned
representative(s) are not, in the opinion of the City, adequately serving the needs of the City.
22. Scope of Contract; Merger
This Contract incorporates all the covenants and understandings between the parties hereto concerning
the subject matter hereof, and all such covenants, agreements, and understandings have been merged into this
written contract.
This Contract is issued against the Vertosoft state or agency Master Agreement, established and
maintained by OMNIA Partners, number 01-165, and through this language hereby incorporates this contract by
reference and is included in the order of precedence.
23. Notice
The Procurement Code, NMSA 1978, Sections 13-1-28 through 13-1-199, imposes civil and criminal
penalties for its violation. In addition, the New Mexico criminal statutes impose felony penalties for bribes,
gratuities, and kickbacks.
24. Equal Opportunity Compliance
The Contractor agrees to abide by all federal and state laws, and local Ordinances, pertaining to equal
employment opportunity. In accordance with all such laws, rules, and regulations, the Contractor agrees to
assure that no person in the United States shall on the grounds of race, religion, color, national origin, ancestry,

Page 6 of 11
sex, age, physical or mental handicap, or serious medical condition, spousal affiliation, sexual orientation or
gender identity, be excluded from employment with or participation in, be denied the benefits of, or be
otherwise subjected to discrimination under any program or activity performed under this Contract. If
Contractor is found not to be in compliance with these requirements during the life of this Contract, Contractor
agrees to take appropriate steps to correct these deficiencies.
25. Indemnification
The Contractor shall hold the City and its employees harmless and shall indemnify the City and its
employees against any and all claims, suits, actions, liabilities and costs of any kind, including attorney's fees
for personal injury or damage to property arising from the acts or omissions of the Contractor, its agents,
officers, employees or subcontractors. The Contractor shall not be liable for any injury or damage as a result of
any negligent act or omission committed by the City, its officers or employees.
26. New Mexico Tort Claims Act
Any liability incurred by the City of Santa Fe in connection with this Contract is subject to the immunities
and limitations of the New Mexico Tort Claims Act, NMSA 1978, Sections 41-4-1, et. seq. The City and its “public
employees” as defined in the New Mexico Tort Claims Act, do not waive sovereign immunity, do not waive any
defense and do not waive any limitation of liability pursuant to law. No provision in this Contract modifies or
waives any provision of the New Mexico Tort Claims Act.
27. Applicable Law
The laws of the State of New Mexico shall govern this Contract, without giving effect to its choice of law
provisions. Venue shall be proper only in a New Mexico court of competent jurisdiction in accordance with
NMSA 1978, Section 38-3-2. By execution of this Contract, Contractor acknowledges and agrees to the
jurisdiction of the courts of the State of New Mexico over any and all lawsuits arising under or out of any term
of this Contract.
28. Limitation of Liability
The Contractor's liability to the City, for any cause whatsoever shall be limited to the purchase price paid
to the Contractor for the products and services that are the subject of the City’s, claim. The foregoing limitation
does not apply to paragraph 25 of this Contract or to damages resulting from personal injury caused by the
Contractor's negligence.
29. Incorporation by Reference and Precedence
If this Contract has been procured pursuant to a request for proposals, this Contract is derived from (1)
the request for proposal, (including any written clarifications to the request for proposals and any City response
to questions); (2) the Contractor’s best and final offer; and (3) the Contractor’s response to the request for
proposals.
In the event of a dispute under this Contract, applicable documents will be referred to for the purpose of
clarification or for additional detail in the following order of precedence: (1) amendments to the Contract in
reverse chronological order; (2) the Contract, including the scope of work and all terms and conditions thereof;
(3) the request for proposals, including attachments thereto and written responses to questions and written

Page 7 of 11
clarifications; (4) the Contractor’s best and final offer if such has been made and accepted by the City; and (5)
the Contractor’s response to the request for proposals.
30. Workers’ Compensation
The Contractor agrees to comply with state laws and rules applicable to workers’ compensation benefits
for its employees. If the Contractor fails to comply with the Workers’ Compensation Act and applicable rules
when required to do so, this Contract may be terminated by the City.
31. Inspection
If this contract is for the purchase of tangible personal property (goods), final inspection and acceptance
shall be made at Destination. Tangible personal property rejected at Destination for non-conformance to
specifications shall be removed at Contractor’s risk and expense promptly after notice of rejection and shall not
be allowable as billable items for payment.
32. Inspection of Services
If this contract is for the purchase of services, the following terms shall apply.
A. Services, as used in this Article, include services performed, workmanship, and
material furnished or utilized in the performance of services.
B. The Contractor shall provide and maintain an inspection system acceptable to the
City covering the services under this Contract. Complete records of all inspection work performed by the
Contractor shall be maintained and made available to the City and for as long thereafter as the Contract
requires. The City has the right to inspect and test all services contemplated under this Contract to the extent
practicable at all times and places during the term of the Contract. The City shall perform inspections and tests
in a manner that will not unduly delay or interfere with Contractor’s performance.
C. If the City performs inspections or tests on the premises of the Contractor or a subcontractor, the
Contractor shall furnish, and shall require subcontractors to furnish, at no increase in contract price, all
reasonable facilities and assistance for the safe and convenient performance of such inspections or tests.
D. If any part of the services do not conform with the requirements of this Contract, the City may
require the Contractor to re-perform the services in conformity with the requirements of this Contract at no
increase in contract amount. When the defects in services cannot be corrected by re-performance, the City may:
(1) require the Contractor to take necessary action(s) to ensure that future
performance conforms to the requirements of this Contract; and
(2) reduce the contract price to reflect the reduced value of the services performed.
E. If the Contractor fails to promptly re-perform the services or to take the
necessary action(s) to ensure future performance in conformity with the requirements of this Contract, the City
may:
(1) by contract or otherwise, perform the services and charge to the Contractor any cost
incurred by the City that is directly related to the performance of such service; or
(2) terminate the contract for default.
33. Insurance

Page 8 of 11
If the services contemplated under this Contract will be performed on or in City facilities or property,
Contractor shall maintain in force during the entire term of this Contract, the following insurance coverage(s),
naming the City as additional insured.
A. Commercial General Liability insurance shall be written on an occurrence basis and be a
broad as ISO Form CG 00 01 with limits not less than $2,000,000 per occurrence and $2,000,000 in the
aggregate for claims against bodily injury, personal and advertising injury, and property damage. Said policy
shall include broad form Contractual Liability coverage and be endorsed to name the City of Santa Fe their
officials, officers, employees, and agents as additional insureds.
B. Broader Coverage and Limits. The insurance requirements under this Contract shall be the
greater of (1) the minimum coverage and limits specified in this Contract, or (2) the broader coverage and
maximum limits of coverage of any insurance policy or proceeds available to the Named Insured. It is agreed
that these insurance requirements shall not in any way act to reduce coverage that is broader or that includes
higher limits than the minimums required herein. No representation is made that the
minimum insurance requirements of this Contract are sufficient to cover the obligations of Contractor
hereunder.
C. Contractor shall maintain the above insurance for the term of this Contract and name the City as
an additional insured and provide for 30 days cancellation notice on any Certificate of Insurance form furnished
by Contractor. Such certificate shall also specifically state the coverage provided under the policy is primary
over any other valid and collectible insurance and provide a waiver of subrogation.
34. Impracticality of Performance
A party shall be excused from performance under this Contract for any period that the party is prevented
from performing as a result of an act of God, strike, war, civil disturbance, epidemic, or court order, provided
that the party has prudently and promptly acted to take any and all steps that are within the party's control to
ensure performance. Subject to this provision, such non-performance shall not be deemed a default or a ground
for termination.
35. Invalid Term or Condition
If any term or condition of this Contract shall be held invalid or unenforceable, the remainder of this
Contract shall not be affected and shall be valid and enforceable.
36. Enforcement of Contract
A party's failure to require strict performance of any provision of this Contract shall not
waive or diminish that party's right thereafter to demand strict compliance with that or any other provision. No
waiver by a party of any of its rights under this Contract shall be effective unless express and in writing, and no
effective waiver by a party of any of its rights shall be effective to waive any other rights.
37. Patent, Copyright and Trade Secret Indemnification
A. The Contractor shall defend, at its own expense, the City against any claim that any product or
service provided under this Contract infringes any patent, copyright to trademark in the United States or Puerto

Page 9 of 11
Rico, and shall pay all costs, damages and attorneys’ fees that a court finally awards as a result of any such
claim. In addition, if any third party obtains a judgment against the City based upon Contractor’s trade secret
infringement relating to any product or services provided under this Contract, the Contractor agrees to
reimburse the City for all costs, attorneys’ fees and amount of the judgment. To qualify for such defense and or
payment, the City shall:
1) give the Contractor prompt written notice within 48 hours of any claim;
2) allow the Contractor to control the defense of settlement of the claim; and
3) cooperate with the Contractor in a reasonable way to facilitate the defense
or settlement of the claim.
B. If any product or service becomes, or in the Contractor’s opinion is likely to
become the subject of a claim of infringement, the Contractor shall at its option and expense:
1) provide the City the right to continue using the product or service and fully indemnify the
City against all claims that may arise out of the City’s use of the product or service;
2) replace or modify the product or service so that it becomes non-infringing; or,
3) accept the return of the product or service and refund an amount equal to the value of the
returned product or service, less the unpaid portion of the purchase price and any other amounts, which are due
to the Contractor. The Contractor’s obligation will be void as to any product or service modified by the City to
the extent such modification is the cause of the claim.
38. Survival
The Contract paragraphs titled “Patent, Copyright, Trademark, and Trade Secret
Indemnification; Indemnification; and Limit of Liability” shall survive the expiration of this Contract. Software
licenses, leases, maintenance and any other unexpired Agreements that were entered into under the terms and
conditions of this Contract shall survive this Contract.
39. Disclosure Regarding Responsibility
A. Any prospective Contractor and any of its Principals who enter into a contract greater than sixty
thousand dollars ($60,000.00) with any City for professional services, tangible personal property, services or
construction agrees to disclose whether the Contractor, or any principal of the Contractor’s company is
presently debarred, suspended, proposed for debarment, or declared ineligible for award of contract by any
federal entity, state agency or local public body.
B. Principal, for the purpose of this disclosure, means an officer, director, owner, partner, or
a person having primary management or supervisory responsibilities within a business entity or related entities.
C. The Contractor shall provide immediate written notice to the City if, at any time during the term of
this Contract, the Contractor learns that the Contractor’s disclosure was at any time erroneous or became
erroneous by reason of changed circumstances.
D. A disclosure that any of the items in this requirement exist will not necessarily result in
termination of this Contract. However, the disclosure will be considered in the determination of the
Contractor’s responsibility and ability to perform under this Contract. Failure of the Contractor to furnish a
disclosure or provide additional information as requested will be grounds for immediate termination of this
Contract pursuant to the conditions set forth in Paragraph 7 of this Contract.
E. Nothing contained in the foregoing shall be construed to require establishment of a system of

Page 10 of 11
records in order to render, in good faith, the disclosure required by this document. The knowledge and
information of a Contractor is not required to exceed that which is the normally possessed by a prudent person
in the ordinary course of business dealings.
F. The disclosure requirement provided is a material representation of fact upon which reliance was
placed when making an award and is a continuing material representation of the facts during the term of this
Contract. If during the performance of the contract, the Contractor is indicted for or otherwise criminally or
civilly charged by any government entity (federal, state or local) with commission of any offenses named in this
document the Contractor must provide immediate written notice to the City. If it is later determined that the
Contractor knowingly rendered an erroneous disclosure, in addition to other remedies available to the
Government, the City may terminate the involved contract for cause. Still further the City may suspend or
debar the Contractor from eligibility for future solicitations until such time as the matter is resolved to the
satisfaction of the City.
40. Suspension, Delay or Interruption of Work
The City may, without cause, order the Contractor, in writing, to suspend, delay or
interrupt the work in whole or in part for such period of time as the City may determine. The contract sum and
contract time shall be adjusted for increases in cost and/or time associated with Contractor’s compliance
therewith. Upon receipt of such notice, Contractor shall leave the jobsite and any equipment in a safe condition
prior to departing. Contractor must assert rights to additional compensation within thirty (30) days after
suspension of work is lifted and return to work is authorized. Any compensation requested for which
entitlement is granted and the contract sum adjusted, shall have profit included (for work completed) and for
cost only (not profit) for Contractor costs incurred directly tied to the suspension itself and not otherwise
covered by Contract remedy. Any change in Total Compensation must be reflected in an Amendment executed
pursuant to Section 8 of this Contract.
41. Notification
Either party may give written notice to the other party in accordance with the terms of this Paragraph.
Any written notice required or permitted to be given hereunder shall be deemed to have been given on the date
of delivery if delivered by personal service or hand delivery or three (3) business days after being mailed.
To the City:
Heather Lamboy, Planning & Land Use Director
City of Santa Fe
200 Lincoln Avenue
Santa Fe, NM 87501
hllamboy@santafenm.gov
To the Contractor:
Carly Moore
Vertosoft, LLC
1602 Village Market Blvd SE, Suite 320
Leesburg, VA 20175
carly.moore@vertosoft.com, 540-998-8361
Either party may change its representative or address above by written notice to the other in accordance
with the terms of this Paragraph. The carrier for mail delivery and notices shall be the agent of the sender.
42. Succession
This Contract shall extend to and be binding upon the successors and assigns of the parties.

Page 11 of 11
IN WITNESS WHEREOF, the Parties have executed this Contract as of the date of the signature by the required
approval authorities below.
CITY OF SANTA FE: CONTRACTOR:
VERTOSOFT, LLC.
_________________________ ____________________________
MAYOR ALAN WEBBER DAVID BALL, Senior Director
DATE: ____________________ DATE: _______________________
NMBTIN: _________________
ATTEST:
___________________________
CITY CLERK
CITY ATTORNEY’S OFFICE:
_____________________________
SENIOR ASSISTANT CITY ATTORNEY
APPROVED FOR FINANCES:
_____________________________
FINANCE DIRECTOR07/18/2025Marcos Martinez (Jul 18, 2025 16:58 MDT)
Marcos MartinezGB MTG 08-13-25Alan Webber (Aug 16, 2025 13:43:20 MDT)08/16/2025

Statement of Work
City of Santa Fe, NM
Creation Date: 6/19/2025
SoW Expiration Date: 9/19/2025
Document Number: PS-08613.3
Created by: Josh Volpert
PS-08613.3
1Exhibit A

Table of Contents
OpenGov Statement of Work 3
1. Project Scope 3
2. Adjustments to the Project Scope, Estimated Schedule, Charges and other Terms 3
3. Project Delivery 3
4. Project Understanding 3
5. OpenGov Responsibilities 4
6. Project Tracking and Reporting 4
7. Communication and Escalation Procedure 5
8. Opengov Implementation Methodology 5
8.1. Initiate 6
8.2. Validate 6
8.3. Configure 6
8.5. Launch 6
9 . Customer Responsibilities 7
10. Customer’s Project Manager 7
11. Acceptance Procedure 7
12. Estimated Schedule 8
13. Illustrative Project Timelines 8
14. Change Order Process 9
Exhibit 1: Implementation Activities 10
Permitting & Licensing 10
Initiate 10
Validate 10
Configure 11
Train 14
Launch 15
Exhibit 2: Technical Requirements 16
Permitting & Licensing Technical Requirements 16
PS-08613.3
2

OpenGov Statement of Work
This Statement of Work (“SOW”) identifies services that OpenGov will perform for City of
Santa Fe, NM (“Customer”) pursuant to the order for OpenGov Professional Services. This
SOW may not be modified or amended except in a written agreement signed by a duly
authorized representative of each party. The OpenGov Responsibilities section of this
document can be found in Exhibit 1: Implementation Activities. Any additional services or
support not detailed in Exhibit 1 will be considered out of scope.
1. Project Scope
Under this project, OpenGov will deliver cloud based solutions (detailed list in
“Exhibit 1”). OpenGov's estimated charges and schedule are based on performance
of the activities listed in the “OpenGov Responsibilities” section below. Deviations
that arise during the project will be managed through the procedure described in
Section 14.
2. Adjustments to the Project Scope, Estimated Schedule, Charges and other Terms
Adjustments to the deliverables in Exhibit 1 may include charges on a
time-and-materials or fixed-fee basis using OpenGov’s standard rates.
3. Project Delivery
3.1. OpenGov will perform the work under this SOW remotely unless explicitly
identified below.
3.1.1. OpenGov will provide one (1) onsite trip for project-related activity which
OpenGov determines would be best performed at the Customer’s facility. The
customer's facility must contain a conference room to accommodate the
number of attendees, non-public wifi connection, and AV equipment for
projecting OpenGov software on a screen visible to all participants.
3.1.2. The Customer is responsible for paying travel expenses as incurred on a
quarterly basis. It is estimated that the travel expenses will not exceed $5600.
Written approval is required for any expenses above the estimate.
3.2. OpenGov will use personnel and resources located across the United States,
and may also include OpenGov-trained implementation partners to support the
delivery of services.
4. Project Understanding
4.1. Deviations that arise during the proposed project will be managed through the
Change Order Process (as defined in Section 14) , and may result in adjustments to
the Project Scope, Estimated Schedule, Charges, and/or other terms.
PS-08613.3
3

4.2. The OpenGov Suites are not customized beyond current capacities based on
the latest release of the software. Implementation of any custom modification or
integration developed by OpenGov; Customer internal staff; or any third-party is
not included in the scope of this project unless specifically listed in Exhibit 1.
4.3. The customer is responsible for providing appropriate time and resources to
the project to meet deliverables as outlined in the project plan.
4.4. Data conversion services from other software system(s) or sources are not
included in the scope of this project unless specifically listed in Exhibit 1.
5. OpenGov Responsibilities
5.1. OpenGov will provide project management for the OpenGov responsibilities in
this SOW. This provides direction to OpenGov project personnel and a shared
framework for project planning, communications, reporting, procedural and
contractual activity.
5.2. OpenGov will review the Project Plan with Customer’s Project Manager and key
stakeholders to ensure alignment on agreed upon timelines.
5.3. OpenGov will maintain project communications through Customer’s Project
Manager.
5.4. OpenGov will establish documentation and procedural standards for deliverable
materials.
5.5. OpenGov will assist Customer’s Project Manager to prepare and maintain the
Project Plan for the performance of this SOW which will include the activities, tasks,
assignments, and project milestones identified in Exhibit 1.
6. Project Tracking and Reporting
6.1. OpenGov will review project tasks, schedules, and resources and make changes
or additions, as appropriate. OpenGov will measure and evaluate progress against
the Project Plan with Customer's Project Manager.
6.2. OpenGov will work with Customer’s Project Manager to address and resolve
deviations from the Project Plan.
6.3. OpenGov will conduct regularly scheduled project status meetings.
6.4. OpenGov will administer the Change Order Process with the Customer's Project
Manager.
6.5. Deliverable Materials:
6.5.1. Weekly status reports
6.5.2. Project Plan
6.5.3. Project Charter, defining project plan and Go-live date
6.5.4. Risk, Action, Issues and Decisions Register (RAID)
PS-08613.3
4

6.6. Deliverable Sign-Off: OpenGov requests Sign-Offs at various deliverables
during the implementation of the project. Once the Customer has signed-off on a
deliverable, any additional changes requested by Customer on that deliverable will
require a paid change order for additional hours for OpenGov to complete the
requested changes.
7. Communication and Escalation Procedure
7.1. Active engagement throughout the implementation process is the foundation of
a successful deployment. To help assess progress, address questions, and minimize
risk during the course of deployment, both parties agree to the following:
7.1.1. Regular communication aligned to the agreed upon Project Plan and
timing.
7.1.2. OpenGov expects our customers to raise questions or concerns as
soon as they arise. OpenGov will do the same, in order to be able to address
items when known.
7.2. Executive involvement
7.2.1. Executives may be called upon to clarify expectations and/or resolve
confusion.
7.2.2. Executives may be needed to steer strategic items to maximize the
value through the deployment.
7.3. Escalation Process
7.3.1. Identification of an issue impeding deployment progress or outcome,
that is not acceptable.
7.3.2. Customer or OpenGov Project Manager summarizes the problem
statement and impasse.
7.3.3. Customer and OpenGov Project Managers jointly outline solution
acceptance and OpenGov Project Manager will schedule an Executive Review
Meeting, if necessary.
7.3.4. The resolution will be documented and signed off.
8. Opengov Implementation Methodology
Every OpenGov implementation will contain a structured methodology to properly
plan and collaborate. The methodology consists of the following phases:
PS-08613.3
5

● Initiate
● Validate
● Configure
● Train
● Launch
8.1. Initiate
8.1.1. OpenGov will provide customer entity configuration.
8.1.2. OpenGov will provide system administrators creation.
8.1.3. This activity is complete when the customer has access to their site.
8.1.4. Customer will sign-off on product access to complete the Initiate
Phase of the project.
8.2. Validate
8.2.1. OpenGov will create a Solution Blueprint.
8.2.2. OpenGov will confirm the Data Validation strategy.
8.2.3. This activity is complete when the Solution Blueprint is presented to
the customer.
8.2.4. Customer will Sign-off on Initial Draft Solution Blueprint to complete
the Validate Phase of the project.
8.3. Configure
8.3.1. OpenGov will configure the deliverables outlined in Exhibit 1.
8.3.2. This activity is complete when all deliverables in Exhibit 1 are
configured.
8.3.3. Customer will provide Sign-off that all configuration deliverables have
been completed and accepted. OpenGov will provide status and intermediate
completion milestones as the project progresses to fully configured.
8.4. Train
8.4.1. Training will be provided in instructor-led virtual sessions unless
otherwise specified in Exhibit 1.
8.4.2. OpenGov will provide Administrator training.
8.4.3. OpenGov will provide End User training (if listed in Exhibit 1).
8.4.4. Customer will sign-off that training has been completed.
8.5. Launch
8.5.1. OpenGov will provide HyperAdopt support post Go-Live to ensure
successful adoption.
8.5.2. Customer will Sign-off on the HyperAdopt phase of the project which
will transition the project from active deployment to Customer Success.
PS-08613.3
6

9 . Customer Responsibilities
9.1. The completion of the proposed scope of work depends on the full commitment
and participation of Customer’s management and personnel. The Customer’s Project
Manager should have access to the appropriate Customer Subject Matter Expert
personnel needed for the successful implementation of the project. The
responsibilities listed in this section are in addition to the responsibilities specified
in the Agreement and are to be provided at no charge to OpenGov. OpenGov's
performance is predicated upon the following responsibilities being managed and
fulfilled by the customer. Delays in performance of these responsibilities may result
in a change order and/or delay of the completion of the project.
9.2. Provide the required data to OpenGov within five (5) days of the requests being
made from the OpenGov Project Manager. The Customer will be responsible for any
potential charges from third parties to access and provide the data.
9.3. Maintain the same format and access to data on an ongoing basis. Any changes
to the underlying data or data source may require a change order or charge in the
future.
10. Customer’s Project Manager
10.1. Create, with OpenGov’s assistance, the Project Charter for the performance of
this SOW which will include the activities, tasks, assignments, milestones and
estimates.
10.2. Manage Customer personnel and responsibilities for this project (for example:
ensure personnel complete any self-paced training sessions, configuration,
validation or user acceptance testing).
10.3. Identify and assign Subject Matter Experts (SME).
10.4. Serve as the communication liaison between OpenGov and Customer
representatives participating in the project.
10.5. Participate in project status meetings.
10.6. Obtain and provide information, data, and decisions within ten (10) business
days of OpenGov’s request unless Customer and OpenGov agree in writing to a
different response time.
10.7. Resolve deviations from the estimated schedule.
10.8. Help resolve project issues and escalate issues within Customer’s
organization, as necessary.
10.9. Administer the Change Order Process with the Project Manager, if applicable.
11. Acceptance Procedure
11.1. The completed items in Exhibit 1 will be submitted to the Customer’s Project
Manager.
11.2. Customer’s Project Manager will have decision authority to approve/reject all
PS-08613.3
7

Project Criteria, Phase Acceptance and Engagement Acceptance.
11.3. Within five (5) business days of receipt, the Customer’s Project Manager will
either accept the Deliverable Material or provide OpenGov’s Project Manager a
written list of requested revisions. If OpenGov receives no response from the
Customer’s Project Manager within five (5) business days, then the Deliverable
Material will be deemed accepted. The process will repeat for the requested
revisions until acceptance.
11.4. All acceptance milestones and associated review periods will be tracked on
the Project Plan.
11.5 Both OpenGov and Customer recognize that failure to complete tasks and
respond to open issues may have a negative impact on the Project.
11.6. For any tasks not yet complete, OpenGov and/or Customer will provide
sufficient resources to expedite completion of tasks to prevent negatively
impacting the Project.
11.7. Excluding delays caused by a force majeure event, if OpenGov in good faith
reasonably determines that Customer’s personnel or contractors are not
completing Customer’s responsibilities described in the applicable SOW timely or
accurately, OpenGov may place the Professional Services on hold after providing a
minimum of seven days written notice to Customer. If OpenGov places a Customer
on hold, OpenGov will ensure that Customer is made aware of its obligations
necessary for OpenGov to continue performing the Professional Services in the on
hold notice. Upon placing a customer on hold, OpenGov may, without penalty,
suspend Professional Services to the Customer and reallocate resources until the
Customer has fulfilled its obligations. OpenGov shall bear no liability or otherwise
be responsible for delays in the provision of the Professional Services occasioned
by Customer’s failure to complete Customer’s responsibilities.
12. Estimated Schedule
12.1. OpenGov will schedule resources after the signature of the order form is
received. Unless specifically noted, the OpenGov assigned Project Manager will
work with Customer Project Manager to develop the Project Charter for all
requested deliverables under this SOW. OpenGov reserves the right to adjust the
schedule based on the availability of OpenGov resources and/or Customer
resources, and the timeliness of deliverables provided by the Customer.
12.2. The Services are currently estimated to start within two (2) weeks but no later
than four (4) weeks from signatures on Order Forms.
13. Illustrative Project Timelines
13.1. The typical project timelines are for illustrative purposes only and may not
reflect Customer’s use cases. The order of delivery of the suite(s) will be determined
during the project planning activities in the Initiate Phase.
PS-08613.3
8

14. Change Order Process
14.1. This SOW and related efforts are based on the information provided and gathered
by OpenGov. Customer acknowledges that changes to the scope may require additional
effort or time, resulting in additional cost. Any change to scope must be agreed to in
writing, by both Customer and OpenGov, and documented via a Change Order. No
verbal agreement will be binding on OpenGov or Customer.
14.2. A Change Order is defined as work that is added to or deleted from the original
scope of this SOW. Depending on the magnitude of the change, it may or may not alter
the original contract amount or completion date. Changes might include but are not
limited to:
14.2.1. Timeline for completion.
14.2.2. Sign off process.
14.2.3. Cost of change and/or invoice timing.
14.2.4. Amending the SOW to correct an error.
14.2.5 Extension of work as the complexity identified exceeds what was
expected by Customer or OpenGov.
14.2.6. Change in type of OpenGov resources to support the SOW.
14.3.The approval process for a Change Order is as follows:
14.3.1.Identification and documentation of a need for modification to the scope
of the project as defined in the Statement of Work and any subsequent change
orders.
14.3.2. A Change Order is created and Customer and OpenGov review. The
Customer will then provide Sign-off.
14.3.3. Change Order is incorporated into the Statement of Work and
implemented.
PS-08613.3
9

Exhibit 1: Implementation Activities
Permitting & Licensing
Use Cases for Permitting & Licensing:
● Building Permits & Inspectional Services
● Planning and Zoning Approvals
● Code Enforcement
● Business licensing
Initiate
Provisioning Permitting & Licensing Platform
OpenGov will:
● OpenGov will provision Customer’s OpenGov entity and verify Customer has access to all
purchased modules.
Customer will:
● Confirm access to entity and modules.
Completion Criteria
● Customer verifies access to the site.
Data Initiation
OpenGov will:
● OpenGov will provide the needed data and format to the customer.
● The data needs will be discussed for the foundational initiation of the software.
● Assign a Project Manager once the data has been collected.
Customer will:
● Provide the required data in a timely manner.
Completion Criteria
● Customer sign-off that the Integrations are complete and the data is being captured as
planned.
Validate
Technical Project Review
OpenGov will:
● Provide up to one (1) one-hour working sessions at the beginning of the project to:
PS-08613.3
10

o Review deliverables
o Review technical requirements
o Provide documentation on requirements and processes
OpenGov Assumptions:
● Customer will provide relevant data within two (2) weeks immediately following the kick-off
meeting.
Customer will:
● Identify relevant participants for attendance.
● Confirm deliverables.
● Gather and provide relevant data for the project.
Completion Criteria
● Customer sign-off on project plan.
Onsite Requirements Gathering Workshop
OpenGov will :
● Provide one (1) three (3) day onsite Requirements Gathering workshop with two (2)
OpenGov resources to increase our understanding of your business and functional
goals. Through workshops and interviews, OpenGov will identify best fit scenarios
for Permitting & Licensing and identify any challenges as well as recommendations
for best practices relevant to your implementation. Additionally, OpenGov will work
with the Customer to develop workflows and understand local requirements for
permitting activities.
Customer will:
● Identify the relevant participants to attend each training session
● Host the workshop in the Customer’s facility
● Secure an adequate space (conference room or training room) within the customer's
facility
● Provide wifi internet connection for OpenGov resource
Completion Criteria
● Onsite workshop has been conducted.
Configure
Record Types Deliverables
OpenGov will configure the following standard record type, including sub-type, drafts of Customer’s
record types in the Permitting & Licensing system including Form, Workflow, Output Document and
Fees:
Building and Inspectional Services Service Area
Up to six (6) record types from the following list:
● Residential
● Commercial
● Mechanical
● Electrical
● Plumbing
● Contractor Ref
PS-08613.3
11

Planning and Zoning Service Area
Up to five (5) record types from the following list:
● Conditional Use
● Major Subdivision
● Minor Subdivision
● Variance Permit
● Temporary Use Permit
Code Enforcement Service Area
Up to two (2) record types from the following list:
● Submit a Complaint
● Notice of Violation
Business licensing Service Area
Up to one (1) record types from the following list:
● Business License
Customer will:
● Attend working sessions to validate, review, and iterate upon draft records.
● Test all configured record types
Completion Criteria
● Customer sign-off that the Record Types have been configured. Sign-off will occur with
each completed Record Type.
Data Deliverables
Master Address Table (MAT) Integration
OpenGov will:
● Provide a template file to be utilized by the Customer to populate MAT information.
● Import the completed template file and validate against the completed template file.
Customer will:
● Populate and validate the MAT template.
Completion Criteria
● Customer sign-off that the Master Address Table has been configured.
ESRI ArcGIS Server Integration
OpenGov will:
● Integrate with the Customer’s ArcGIS public API endpoint.
Completion Criteria
● Customer sign-off on the ESRI Integration.
GIS Flag Integration
OpenGov will:
● Provide a template file to be utilized by the Customer to populate GIS Flag information.
● Import the populated template file after acceptance.
PS-08613.3
12

● Enable the GIS Flag Integration.
Customer will:
● Populate and validate the flag template file.
Completion Criteria
● Customer sign-off on the GIS Flag Integration.
Accounting and Finance Export
OpenGov will:
● Provide an export of financial data, based on the Customer’s provided format, to the
Customer’s FTPS as often as nightly.
Customer will:
● Agree upon specifications prior to export.
Completion Criteria
● Customer sign-off on the Accounting and Finance Export.
Autofill Integration
OpenGov will:
● Provide up to three (3) Autofills, using source data from OpenGov or provided by the
Customer.
Customer will:
● Provide the source data, if applicable.
● Agree upon specifications prior to upload.
Completion Criteria
● Customer sign-off on the Autofill Integration.
Single Sign On (SSO) Integration
OpenGov will:
● Provide the SSO enablement form.
● Implement identity provider initiated SSO for Microsoft ADFS, Microsoft Azure AD, or Okta.
Customer will:
● Complete the SSO enablement form.
● Provide the information from the identity provided required to establish SAML or HTTPS
certification and add OpenGov as a new application in the identity provider.
Completion Criteria
● Customer sign-off on the SSO Integration.
Data Migration
OpenGov will:
● Perform historic data migration from EnerGov using flat files provided by and mapped by
the customer.
● Set up historical record types, historical data will be migrated prior to the initial data load.
● Provide a report of unmatched locations
● Provide instructions for customer validation of data migration.
● Provide up to two (2) format changes for each integration file, allowing for necessary edits
to be made during the testing and validation process.
OpenGov Assumptions:
● Data Migration does not exceed 250,000 records.
PS-08613.3
13

● Data Migration does not include database backup files.
● Data Migration does not include cleansing of corrupt data, creation or linking of applicant
accounts, integration of historical fees and payments into workflow or financial reports,
logs of permit changes, migration of data into the workflow, permit attachments, import of
contractor database, or hierarchical relationships between records.
Customer will:
● Complete the OpenGov provided data templates within three (3) weeks of request.
● Validate data deliverables within three (3) weeks of request.
● Configure Record Types to align with the Project Plan’s Go Live and cutover to ensure the
migration encompasses all records from the legacy system.
● Sign off on data load.
Completion Criteria
● Customer sign-off that the Data Migration has been completed.
Document Migration
OpenGov will:
● Migrate documents attached to either migrated permits or locations provided through a
Master Address Table (MAT) integration.
OpenGov Assumptions:
● Document Migration does not exceed 1TB.
Completion Criteria
● Customer sign-off that the Document Migration has been completed.
Train
Administrator Training
OpenGov will:
● Provide up to twenty (20) hours of Permitting & Licensing system administrator training to
enable system administrators on the following topics:
○ Setting up the public portal
○ Employee app settings
○ Creating and editing record types
○ Managing Forms
○ Editing Documents
○ Creating Workflows
○ Setting up Inspections
○ Reporting & Transparency
■ Download and upload data
■ How to create reports and dashboards
○ Mobile app
Customer will:
● Identify the relevant participants to attend each training session.
Completion Criteria
● Administrator Training has been conducted.
End User Training
PS-08613.3
14

OpenGov will:
● Provide up to twenty-six (26) hours of end-user trainings designed for Plan Review,
Inspectors, Finance Staff, etc. to cover the following topics:
○ Navigation of the system
○ Manage inbox and tasks
○ Take payments
○ Conduct inspections
○ Create records
○ Mobile app
Customer will:
● Identify the relevant participants to attend each training session.
Completion Criteria
● End User Training has been conducted.
Launch
HyperAdopt
OpenGov will:
● Provide up to eight (8) hours of HyperAdopt support from the OpenGov Project Team post
Go-Live to ensure successful adoption.
Customer will:
● Identify issues and attend sessions
Completion Criteria
● Customer sign-off that the project has been completed.
PS-08613.3
15

Exhibit 2: Technical Requirements
Permitting & Licensing Technical Requirements
Master Address Table
● All addresses must have a unique ID
● Flat file, .csv, .xls, .xlsx, .txt with headers
● Parcels and address points recommended
● Recommended source data: Esri GIS, Alternative source options include: Assessor’s
database, E911
ESRI ArcGIS
● A single publicly-accessible secure ESRI REST API URL
ArcGIS Flags
● Polygon Layer(s) via ESRI REST API URL, Polylines and points are not supported
● Flags will be populated via the same Publicly-accessible secure ESRI REST API URL as
provided for the ESRI ArcGIS integration.
Financial and Record Exports
● Required format (columns) and sample document
Autofills using Customer source data
● Flat file, .csv, .xls, .xlsx, .txt with headers
Current application forms, workflows, fee structures, and output documents
● PDF, Word, .csv, .xls, .xlsx with headers
Historical Data
● Flat file, .csv, .xlsx with headers
● Record type and status mapping using OpenGov template
Historical Documents
● Flat file, .csv, .xlsx with headers
● One row per document. All rows must be tied back to the MAT’s unique ID field and have a
file path or publicly accessible URL.
● Special characters, outside of the following list, are not supported and will be removed from
file names upon migration to OpenGov.
○ Alphanumeric characters
■ A-z
■ A-Z
■ 0-9
○ Special characters
■ Exclamation point (!)
■ Hyphen (-)
PS-08613.3
16

■ Underscore (_)
■ Period (.)
■ Asterisk (*)
■ Single quote (')
■ Open parenthesis (()
■ Close parenthesis ())
SSO
● SAML or HTTPS certificate, Whitelist OpenGov in Customer VPN or firewall
PS-08613.3
17

1602 Village Market Blvd SE, Suite 320
Leesburg, VA20175 USA
Cage Code: 7QV38
UEI Number Y7D5MXRU2839
DUNS# 080431574
Federal Tax ID: 81-3911287
Business Size: Small Business
Date: 6/20/2025, 12:08 PM
Phone: 571 707-4130
Fax: 571-291-4119
Email: sales@vertosoft.com
Vertosoft Contact: Carly Moore
Phone: (540) 998-8361
Email: carly.moore@vertosoft.com
Vertosoft Quote for OpenGov - City of Santa Fe, NM
Contract: NCPA - OMNIA 01-165
Quote #: Q-12568
Expires On: 7/30/2025
Ship To
City of Santa Fe, NM
Heather Lamboy
hllamboy@santafenm.gov
Quote For:
Name: Heather Lamboy
Company: City of Santa Fe, NM
Email: hllamboy@santafenm.gov
Phone:
PAYMENT TERMS DELIVERY METHOD PAYMENT METHOD VERTOSOFT CUST ID SUPPLIER REF #
Net 30 Electronic Check/ACH/Credit Card
Overall POP Start Date: 8/1/2025
Overall POP End Date: 7/31/2028
Term 1 08/01/2025-07/31/2026
PART # DESCRIPTION QTY UNIT PRICE EXTENDED
OG-TWCZ-B300500M-AR-3Y Permitting & Licensing: Add-On Bundle - Between $300-500
Million - 3Y
1.00 $8,040.51 $8,040.51
OG-TWER-B300500M-AR-3Y Permitting and Licensing - Business Licenses Additional
Service Area - Between $300-500 Million - 3Y
1.00 $45,761.98 $45,761.98
OG-TWAG-B300500M-AR-3Y Permitting and Licensing - Community Development -
Between $300-500 Million - 3Y
1.00 $110,334.91 $110,334.91
OG-SWCB-B300500M-AR-3Y Premium Support - Between $300-500 Million - 3Y 1.00 $36,930.34 $36,930.34
OG-PSBG-B300500M-OT-0Y Professional Services Deployment - Prepaid - Between $300-
500 Million - 0Y
547.00 $236.74 $129,496.78
Term 1 TOTAL: $330,564.52
Page 1 of 2Exhibit B

Term 2 08/01/2026-07/31/2027
PART # DESCRIPTION QTY UNIT PRICE EXTENDED
OG-TWCZ-B300500M-AR-3Y Permitting & Licensing: Add-On Bundle - Between $300-500
Million - 3Y
1.00 $8,442.52 $8,442.52
OG-TWER-B300500M-AR-3Y Permitting and Licensing - Business Licenses Additional
Service Area - Between $300-500 Million - 3Y
1.00 $48,050.08 $48,050.08
OG-TWAG-B300500M-AR-3Y Permitting and Licensing - Community Development -
Between $300-500 Million - 3Y
1.00 $115,851.67 $115,851.67
OG-SWCB-B300500M-AR-3Y Premium Support - Between $300-500 Million - 3Y 1.00 $38,776.86 $38,776.86
Term 2 TOTAL: $211,121.13
Term 3 08/01/2027-07/31/2028
PART # DESCRIPTION QTY UNIT PRICE EXTENDED
OG-TWCZ-B300500M-AR-3Y Permitting & Licensing: Add-On Bundle - Between $300-500
Million - 3Y
1.00 $8,864.65 $8,864.65
OG-TWER-B300500M-AR-3Y Permitting and Licensing - Business Licenses Additional
Service Area - Between $300-500 Million - 3Y
1.00 $50,452.58 $50,452.58
OG-TWAG-B300500M-AR-3Y Permitting and Licensing - Community Development -
Between $300-500 Million - 3Y
1.00 $121,644.25 $121,644.25
OG-SWCB-B300500M-AR-3Y Premium Support - Between $300-500 Million - 3Y 1.00 $40,715.70 $40,715.70
Term 3 TOTAL: $221,677.18
TOTAL: $763,362.83
Quote Terms
By purchasing the products and services described in this order form, the Customer is expressly agreeing to the End User
Agreement published at https://www.vertosoft.com/terms-and-conditions-opengov
Taxes: Sales tax shall be added at the time of an invoice, unless a copy of a valid tax exemption or resale certificate is
provided.
Credit Card Orders: Additional fees may apply if paying by credit card.
All Purchase Orders must include: End User Name, Phone Number, Email Address, Purchase Order Number, Government
Contract Number or Our Quote Number, Bill-To and Ship-To Address (Cannot ship to a PO Box), Period of Performance
(if applicable), and a Signature of a duly Authorized Representative.
Page 2 of 2

From: DUTTON-LEYDA, TRAVIS K.
To: LAMBOY, HEATHER L.; MOORE, MARGARET R.
Subject: RE: OpenGov & Santa Fe - Agreement Approval Steps
Date: Monday, July 21, 2025 4:10:00 PM
Attachments: image001.png
image003.png
image004.png
Great, I’ll include them in the packet. Do y’all have the updated memo? And here is my
determination.
Greetings,
Based on the provided scope of work, it has been classified as General Services. This
determination is solely focused on that classification and does not address whether the scope
of work or procurement method complies with all relevant legal requirements. I reserve the
right to modify this determination should the scope of work differ from what was originally
submitted. The procurement must follow the processes and procedures established by the City
of Santa Fe, Central Purchasing, the Procurement Manual, and applicable state statutes.
Please note:
· Save this email as a PDF and upload it into the corresponding packet and Munis
records.
· Check with WorkQuest dba Horizons of New Mexico (vendor # 8673)
(mloehman@horizonsofnewmexico.org) if this service appears on their approved
list.
· If your request includes anything that needs to be reviewed and preapproved by
another City Department/Division, please send the same SOW to the corresponding
email address and include their response in your packet/Munis.
-Treasury (Point of Sale Systems) – questions: drsena@santafenm.gov;
clromero@santafenm.gov. Request signature from: clromero@santafenm.gov
-IT components (everything IT) – questions: ereview@santafenm.gov. Request signature
from: edcandelaria@santafenm.gov;
Copy: zxdushdurova@santafenm.gov; lenobes@santafenm.gov; lfworstell@santafenm.gov
-Vehicles – questions: fleet@santafenm.gov. Request signature from:
dmjaramillo@santafenm.gov
-Grants – questions: grants@santafenm.gov. Request signature from:
evlujan@santafenm.gov
- Construction, Facilities, Furniture, Fixtures, Equipment, etc. – questions:
fmdreview@santafenm.gov. Request signature from: jsburnett@santafenm.gov
-Emergency Related Purchases – questions oem@santafenm.govand. Request signature from:
bgwilliams@santafenm.gov
-Asset over $5k – questions: accountspayable@santafenm.gov. Request signature from:
jxbolden@santafenm.gov
· Ensure that the appropriate templates and forms are used
https://intranet.santafenm.gov/finance_1 and documented procedures/laws/rules are
followed.
· > $20k per year, when processing this procurement, please ensure the procurement
number issued by Munis and the procurement name are used in the appropriate
documents and the subject of emails.
· If you are processing a procurement where the forecasted amount is =/> $60k, per
NMSA 1978, Section 13-1-102, the procurement method must be ITB (if you
choose not to use a cooperative or an existing contract). If you feel you need to

process an RFP, you must get an Authorization and Plan approved before you
process.
· < $20k per year, one quote is acceptable.
· From $20k to $60k per year, if you aren’t using a cooperative or existing contract,
you must provide 3 quotes in your req. Must use the Munis Bid Module, OpenGov,
or Pavilion.
· Identify your funding source and notify Purchasing.
It's essential to determine the funding source early, as it impacts the required
documentation and contract language. For example, if federal funds are being used,
specific federal provisions must be included in both the procurement request and
the resulting contract. Notifying Purchasing of the funding source upfront ensures
compliance and avoids delays.
· Follow the link below to review existing price agreements, contracts, or
cooperative agreements that might be applicable to this request. You might be able
to use an existing price agreement/contract to save time and money.
· Pavilion: Free Cooperative Contract Search for Governments (please work
with Purchasing if you think you found an existing or cooperative contract
that might work)
· Submit via Submit Purchase Requests or the appropriate email address:
· Determination requests to purchasing_det@santafenm.gov
· All other requests to purchasing@santafenm.gov
Thank you for submitting this scope of work for my review.
Book time to meet with me
Regards,
Travis Dutton-Leyda, City of Santa Fe Chief Procurement Officer
200 Lincoln Avenue
Santa Fe, NM 87501
505-629-8351
tkduttonleyda@santafenm.gov
Vendor Registration Sites and Current Procurement Opportunities:
[Current] https://santafenm.munisselfservice.com/vss/
[Transitioning] https://procurement.opengov.com/portal/santafenm
[Current] https://www.withpavilion.com/
Internal Link: https://intranet.santafenm.gov/central_purchasing_division_cpd
“A journey of a thousand miles begins with a single step” ~ Lao Tzu
From: LAMBOY, HEATHER L. <hllamboy@santafenm.gov>
Sent: Monday, July 21, 2025 4:04 PM
To: DUTTON-LEYDA, TRAVIS K. <tkduttonleyda@santafenm.gov>; MOORE, MARGARET R.

<mrmoore@santafenm.gov>
Subject: RE: OpenGov & Santa Fe - Agreement Approval Steps
Hi Travis,
Those are the correct attachments. Thanks!
Best,
Heather L. Lamboy, AICP
Director, Planning & Land Use Department
200 Lincoln Ave, Box 909
Santa Fe, NM 87505
(505) 470-5281
From: DUTTON-LEYDA, TRAVIS K. <tkduttonleyda@santafenm.gov>
Sent: Monday, July 21, 2025 2:20 PM
To: LAMBOY, HEATHER L. <hllamboy@santafenm.gov>; MOORE, MARGARET R.
<mrmoore@santafenm.gov>
Subject: FW: OpenGov & Santa Fe - Agreement Approval Steps
Good afternoon, are these the correct attachments?
Thank you.
Regards,
Travis Dutton-Leyda
Chief Procurement Officer
City of Santa Fe
200 Lincoln Avenue
Santa Fe, NM 87501
505-629-8351
tkduttonleyda@santafenm.gov
Book time to meet with me
https://santafenm.gov/finance-2/purchasing-1

Vendor Registration Sites and Current Procurement Opportunities:
[Current] https://santafenm.munisselfservice.com/vss/
[Transitioning] https://procurement.opengov.com/portal/santafenm
[Current] https://www.withpavilion.com/
Internal Link: https://intranet.santafenm.gov/central_purchasing_division_cpd
“A journey of a thousand miles begins with a single step” ~ Lao Tzu
From: Andrew Kercado <akercado@opengov.com>
Sent: Monday, July 21, 2025 1:59 PM
To: DUTTON-LEYDA, TRAVIS K. <tkduttonleyda@santafenm.gov>
Subject: Fwd: OpenGov & Santa Fe - Agreement Approval Steps
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you
recognize the sender and know the content is safe.
Here is the Quote and SOW!
---------- Forwarded message ---------
From: Andrew Kercado <akercado@opengov.com>
Date: Thu, Jun 26, 2025 at 3:55 PM
Subject: OpenGov & Santa Fe - Agreement Approval Steps
To: DUTTON-LEYDA, TRAVIS K. <tkduttonleyda@santafenm.gov>,
<hllamboy@santafenm.gov>
Cc: Danny Stagliano <dstagliano@opengov.com>, David Bar-Or <dbaror@opengov.com>
Hi Heather & Travis,
Thank you for talking some time to sync on the agreement approval
process. We are excited to expand our partnership and help Heather &
Team with the City's Permitting goals!
To keep us all on the same page, here were the approval steps I took
down:

Heather to submit documents for legal approval today - calling out
that terms are same as previous agreements
Heather to work with City Clerk to ensure there is space July 30th
Governing Body meeting for our item
Heather & Travis to submit agreement in that workflow you were
sharing today (I don't know the name of it :) )
July 11th Deadline to have agreement reviewed and submitted for
agendas
July 23rd - Quality of Life Agenda
July 28th - Finance Committee Agenda
July 30th - Governing Body Agenda
David will also work with the Public Works Team on their Capital Planning
agreement concurrently.
Do these steps look right? Let me know if I missed any steps or if you
require any additional information from us!
-Andrew
--
Andrew Kercado
Director, Sales - US West
(805) 878-9706
OpenGov.com
--
Andrew Kercado
Director, Sales - US West
(805) 878-9706
OpenGov.com



Region 14 ESC
Contract # 01-165
for
Software Products and Services
with
Vertosoft, LLC
Effective: May 1, 2023

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
RFP Response
for
Software Products and Services
07-23
Presented by:
Vertosoft LLC
1602 Village Market Blvd. #320
Leesburg, VA 20175
DUNS# 080431574 & Cage Code: 7QV38
GSA Contract # GS-35F-688GA
Certified Small Business Concern
Federal Tax ID: 81-3911287
Chet Hayes
Chief Technology Officer
571.707.4137
chet@vertosoft.com
www.vertosoft.com
03/23/2022

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
Table of Contents
Tab 1 – Master Agreement / Signature Form ................................................................................. 1
Tab 2 – NCPA Administration Agreement ................................................................................... 11
Tab 3 – Vendor Questionnaire ...................................................................................................... 15
Tab 4 – Vendor Profile ................................................................................................................. 18
Tab 5 – Products and Services / Scope ......................................................................................... 26
Tab 6 – References........................................................................................................................ 37
Tab 7 – Pricing .............................................................................................................................. 40
Tab 8 – Value Added Products and Services ................................................................................ 41
Tab 9 – Required Documents ....................................................................................................... 43

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
1
Tab 1 – Master Agreement / Signature Form
MASTER AGREEMENT - GENERAL TERMS AND CONDITIONS
Customer Support
The vendor shall provide timely and accurate technical advice and sales support. The
vendor shall respond to such requests within one (1) working day after receipt of the
request.
Disclosures
Respondent affirms that he/she has not given, offered to give, nor intends to give at any
time hereafter any economic opportunity, future employment, gift, loan, gratuity, special
discount, trip, favor or service to a public servant in connection with this contract.
The respondent affirms that, to the best of his/her knowledge, the offer has been arrived at
independently, and is submitted without collusion with anyone to obtain information or gain
any favoritism that would in any way limit competition or give an unfair advantage over
other vendors in the award of this contract.
Renewal of Contract
Unless otherwise stated, all contracts are for a period of three (3) years with an option to
renew for up to two (2) additional one-year terms or any combination of time equally not
more than 2 years if agreed to by Region 14 ESC and the vendor.
Funding Out Clause
Any/all contracts exceeding one (1) year shall include a standard “funding out” clause. A
contract for the acquisition, including lease, of real or personal property is a commitment of
the entity’s current revenue only, provided the contract contains either or both of the
following provisions:
Retains to the entity the continuing right to terminate the contract at the expiration of each
budget period during the term of the contract and is conditioned on a best efforts attempt by
the entity to obtain appropriate funds for payment of the contract.
Shipments (if applicable)
The awarded vendor shall ship ordered products within seven (7) working days for goods
available and within four (4) to six (6) weeks for specialty items after the receipt of the order
unless modified. If a product cannot be shipped within that time, the awarded vendor shall
notify the entity placing the order as to why the product has not shipped and shall provide
an estimated shipping date. At this point the participating entity may cancel the order if
estimated shipping time is not acceptable.
Tax Exempt Status

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
2
Since this is a national contract, knowing the tax laws in each state is the sole responsibility
of the vendor.
Payments
The entity using the contract will make payments directly to the awarded vendor or their
affiliates (distributors/business partners/resellers) as long as written request and approval
by NCPA is provided to the awarded vendor.
Adding Authorized Distributors/Dealers
Awarded vendors may submit a list of distributors/partners/resellers to sell under their
contract throughout the life of the contract. Vendor must receive written approval from
NCPA before such distributors/partners/resellers considered authorized.
Purchase orders and payment can only be made to awarded vendor or distributors/
business partners/resellers previously approved by NCPA.
Pricing provided to members by added distributors or dealers must also be less than or
equal to the pricing offered by the awarded contract holder.
All distributors/partners/resellers are required to abide by the Terms and Conditions of the
vendor's agreement with NCPA.
Pricing
All pricing submitted shall include the administrative fee to be remitted to NCPA by the
awarded vendor. It is the awarded vendor’s responsibility to keep all pricing up to date and
on file with NCPA.
All deliveries shall be freight prepaid, F.O.B. destination and shall be included in all pricing
offered unless otherwise clearly stated in writing
Warranty
Proposal should address the following warranty information:
• Applicable warranty and/or guarantees of equipment and installations including any
conditions and response time for repair and/or replacement of any components
during the warranty period.
• Availability of replacement parts
• Life expectancy of equipment under normal use
• Detailed information as to proposed return policy on all equipment
Products: Vendor shall provide equipment, materials and products that are new unless
otherwise specified, of good quality and free of defects
Construction: Vendor shall perform services in a good and workmanlike manner and in
accordance with industry standards for the service provided.
Safety

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
3
Vendors performing services shall comply with occupational safety and health rules and
regulations. Also all vendors and subcontractors shall be held responsible for the safety of
their employees and any conditions that may cause injury or damage to persons or
property.
Permits
Since this is a national contract, knowing the permit laws in each state is the sole
responsibility of the vendor.
Indemnity
The awarded vendor shall protect, indemnify, and hold harmless Region 14 ESC and its
participants, administrators, employees and agents against all claims, damages, losses and
expenses arising out of or resulting from the actions of the vendor, vendor employees or
vendor subcontractors in the preparation of the solicitation and the later execution of the
contract.
Franchise Tax
The respondent hereby certifies that he/she is not currently delinquent in the payment of
any franchise taxes.
Supplemental Agreements
The entity participating in this contract and awarded vendor may enter into a separate
supplemental agreement to further define the level of service requirements over and above
the minimum defined in this contract i.e. invoice requirements, ordering requirements,
specialized delivery, etc. Any supplemental agreement developed as a result of this
contract is exclusively between the participating entity and awarded vendor.
Certificates of Insurance
Certificates of insurance shall be delivered to the Public Agency prior to commencement of
work. The insurance company shall be licensed in the applicable state in which work is
being conducted. The awarded vendor shall give the participating entity a minimum of ten
(10) days notice prior to any modifications or cancellation of policies. The awarded vendor
shall require all subcontractors performing any work to maintain coverage as specified.
Legal Obligations
It is the Respondent’s responsibility to be aware of and comply with all local, state, and
federal laws governing the sale of products/services identified in this RFP and any awarded
contract and shall comply with all while fulfilling the RFP. Applicable laws and regulation
must be followed even if not specifically identified herein.
Protest
A protest of an award or proposed award must be filed in writing within ten (10) days from
the date of the official award notification and must be received by 5:00 pm CST. Protests
shall be filed with Region 14 ESC and shall include the following:
• Name, address and telephone number of protester

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
4
• Original signature of protester or its representative
• Identification of the solicitation by RFP number
• Detailed statement of legal and factual grounds including copies of relevant
documents and the form of relief requested
Any protest review and action shall be considered final with no further formalities being
considered.
Force Majeure
If by reason of Force Majeure, either party hereto shall be rendered unable wholly or in part
to carry out its obligations under this Agreement then such party shall give notice and full
particulars of Force Majeure in writing to the other party within a reasonable time after
occurrence of the event or cause relied upon, and the obligation of the party giving such
notice, so far as it is affected by such Force Majeure, shall be suspended during the
continuance of the inability then claimed, except as hereinafter provided, but for no longer
period, and such party shall endeavor to remove or overcome such inability with all
reasonable dispatch.
The term Force Majeure as employed herein, shall mean acts of God, strikes, lockouts, or
other industrial disturbances, act of public enemy, orders and regulation of any kind of
government of the United States or any civil or military authority; insurrections; riots;
epidemics; pandemic; landslides; lighting; earthquake; fires; hurricanes; storms; floods;
washouts; droughts; arrests; restraint of government and people; civil disturbances;
explosions, breakage or accidents to machinery, pipelines or canals, or other causes not
reasonably within the control of the party claiming such inability. It is understood and
agreed that the settlement of strikes and lockouts shall be entirely within the discretion of
the party having the difficulty, and that the above requirement that any Force Majeure shall
be remedied with all reasonable dispatch shall not require the settlement of strikes and
lockouts by acceding to the demands of the opposing party or parties when such settlement
is unfavorable in the judgment of the party having the difficulty
Prevailing Wage
It shall be the responsibility of the Vendor to comply, when applicable, with the prevailing
wage legislation in effect in the jurisdiction of the purchaser. It shall further be the
responsibility of the Vendor to monitor the prevailing wage rates as established by the
appropriate department of labor for any increase in rates during the term of this contract
and adjust wage rates accordingly.
Termination
Either party may cancel this contract in whole or in part by providing written notice. The
cancellation will take effect 30 business days after the other party receives the notice of
cancellation. After the 30th business day all work will cease following completion of final
purchase order.

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
5
Open Records Policy
Because Region 14 ESC is a governmental entity responses submitted are subject to
release as public information after contracts are executed. If a vendor believes that its
response, or parts of its response, may be exempted from disclosure, the vendor must
specify page-by-page and line-by-line the parts of the response, which it believes, are
exempt. In addition, the respondent must specify which exception(s) are applicable and
provide detailed reasons to substantiate the exception(s).
The determination of whether information is confidential and not subject to disclosure is the
duty of the Office of Attorney General (OAG). Region 14 ESC must provide the OAG
sufficient information to render an opinion and therefore, vague and general claims to
confidentiality by the respondent are not acceptable. Region 14 ESC must comply with the
opinions of the OAG. Region14 ESC assumes no responsibility for asserting legal
arguments on behalf of any vendor. Respondent are advised to consult with their legal
counsel concerning disclosure issues resulting from this procurement process and to take
precautions to safeguard trade secrets and other proprietary information.

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
6
PROCESS
Region 14 ESC will evaluate proposals in accordance with, and subject to, the relevant
statutes, ordinances, rules, and regulations that govern its procurement practices. NCPA
will assist Region 14 ESC in evaluating proposals. Award(s) will be made to the prospective
vendor whose response is determined to be the most advantageous to Region 14 ESC,
NCPA, and its participating agencies. To qualify for evaluation, response must have been
submitted on time, and satisfy all mandatory requirements identified in this document.
Contract Administration
The contract will be administered by Region 14 ESC. The National Program will be
administered by NCPA on behalf of Region 14 ESC.
Contract Term
The contract term will be for three (3) year starting from the date of the award. The contract
may be renewed for up to two (2) additional one-year terms or any combination of time
equally not more than 2 years.
It should be noted that maintenance/service agreements may be issued for up to (5) years
under this contract even if the contract only lasts for the initial term of the contract. NCPA
will monitor any maintenance agreements for the term of the agreement provided they are
signed prior to the termination or expiration of this contract.
Contract Waiver
Any waiver of any provision of this contract shall be in writing and shall be signed by the
duly authorized agent of Region 14 ESC. The waiver by either party of any term or
condition of this contract shall not be deemed to constitute waiver thereof nor a waiver of
any further or additional right that such party may hold under this contract.
Price Increases
Should it become necessary, price increase requests may be submitted at any point during
the term of the contract by written amendment. Included with the request must be
documentation and/or formal cost justification for these changes. Requests will be formally
reviewed, and if justified, the amendment will be approved.
Products and Services Additions
New Products and/or Services may be added to the resulting contract at any time during
the term by written amendment, to the extent that those products and/or services are within
the scope of this RFP.
Competitive Range
It may be necessary for Region 14 ESC to establish a competitive range. Responses not in
the competitive range are unacceptable and do not receive further award consideration.

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
7
Deviations and Exceptions
Deviations or exceptions stipulated in response may result in disqualification. It is the intent
of Region 14 ESC to award a vendor’s complete line of products and/or services, when
possible.
Estimated Quantities
While no minimum volume is guaranteed, the estimated (but not limited to) annual volume
for Products and Services purchased under the proposed Master Agreement is $150 million
dollars annually. This estimate is based on the anticipated volume of Region 14 ESC and
current sales within the NCPA program.
Evaluation
Region 14 ESC will review and evaluate all responses in accordance with, and subject to,
the relevant statutes, ordinances, rules and regulations that govern its procurement
practices. NCPA will assist the lead agency in evaluating proposals. Recommendations for
contract awards will be based on multiple factors, each factor being assigned a point value
based on its importance.
Formation of Contract
A response to this solicitation is an offer to contract with Region 14 ESC based upon the
terms, conditions, scope of work, and specifications contained in this request. A solicitation
does not become a contract until it is accepted by Region 14 ESC. The prospective vendor
must submit a signed Signature Form with the response thus, eliminating the need for a
formal signing process. Contract award letter issued by Region 14 ESC is the counter-
signature document establishing acceptance of the contract.
NCPA Administrative Agreement
The vendor will be required to enter and execute the National Cooperative Purchasing
Alliance Administration Agreement with NCPA upon award with Region 14 ESC. The
agreement establishes the requirements of the vendor with respect to a nationwide contract
effort.
Clarifications/Discussions
Region 14 ESC may request additional information or clarification from any of the
respondents after review of the proposals received for the sole purpose of elimination minor
irregularities, informalities, or apparent clerical mistakes in the proposal. Clarification does
not give respondent an opportunity to revise or modify its proposal, except to the extent that
correction of apparent clerical mistakes results in a revision. After the initial receipt of
proposals, Region 14 ESC reserves the right to conduct discussions with those
respondent’s whose proposals are determined to be reasonably susceptible of being
selected for award. Discussions occur when oral or written communications between
Region 14 ESC and respondent’s are conducted for the purpose clarifications involving
information essential for determining the acceptability of a proposal or that provides
respondent an opportunity to revise or modify its proposal. Region 14 ESC will not assist
respondent bring its proposal up to the level of other proposals through discussions.

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
8
Region 14 ESC will not indicate to respondent a cost or price that it must meet to neither
obtain further consideration nor will it provide any information about other respondents’
proposals or prices.
Multiple Awards
Multiple Contracts may be awarded as a result of the solicitation. Multiple Awards will
ensure that any ensuing contracts fulfill current and future requirements of the diverse and
large number of participating public agencies.
Past Performance
Past performance is relevant information regarding a vendor’s actions under previously
awarded contracts; including the administrative aspects of performance; the vendor’s
history of reasonable and cooperative behavior and commitment to customer satisfaction;
and generally, the vendor’s businesslike concern for the interests of the customer.

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
9
EVALUATION CRITERIA
Pricing (40 points)
Electronic Price Lists
• Products, Services, Warranties, etc. price list
• Prices listed will be used to establish both the extent of a vendor’s product lines,
services, warranties, etc. available from a particular bidder and the pricing per item.
Ability to Provide and Perform the Required Services for the Contract (25 points)
• Product Delivery within participating entities specified parameters
• Number of line items delivered complete within the normal delivery time as a
percentage of line items ordered.
• Vendor’s ability to perform towards above requirements and desired specifications.
• Past Cooperative Program Performance
• Quantity of line items available that are commonly purchased by the entity.
• Quality of line items available compared to normal participating entity standards.
References and Experience (20 points)
• A minimum of ten (10) customer references for product and/or services of similar
scope dating within past 3 years
• Respondent Reputation in marketplace
• Past Experience working with public sector.
• Exhibited understanding of cooperative purchasing
Value Added Products/Services Description, (8 points)
• Additional Products/Services related to the scope of RFP
• Marketing and Training
• Minority and Women Business Enterprise (MWBE) and (HUB) Participation
• Customer Service
Technology for Supporting the Program (7 points)
• Electronic on-line catalog, order entry use by and suitability for the entity’s needs
• Quality of vendor’s on-line resources for NCPA members.
• Specifications and features offered by respondent’s products and/or services

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
10
SIGNATURE FORM
The undersigned hereby proposes and agrees to furnish goods and/or services in strict
compliance with the terms, specifications and conditions at the prices proposed within
response unless noted in writing. The undersigned further certifies that he/she is an officer
of the company and has authority to negotiate and bind the company named below and has
not prepared this bid in collusion with any other Respondent and that the contents of this
proposal as to prices, terms or conditions of said bid have not been communicated by the
undersigned nor by any employee or agent to any person engaged in this type of business
prior to the official opening of this proposal.
Prices are guaranteed: 120 days
______________________________________________________________________
Company Name
______________________________________________________________________
Address
______________________________________________________________________
City State Zip
______________________________________________________________________
Telephone Number Fax Number
______________________________________________________________________
Email Address
______________________________________________________________________
Printed Name Position
______________________________________________________________________
Authorized SignatureVertosoft LLC1602 Village Market Blvd SE Suite 320LeesburgVA20175571.707.4137chet@vertosoft.comChet HayesChief Technology Officer

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
11
Tab 2 – NCPA Administration Agreement
This Administration Agreement is made as of , by and
between National Cooperative Purchasing Alliance (“NCPA”) and
(“Vendor”).
Recitals
WHEREAS, Region 14 ESC has entered into a certain Master Agreement dated
, referenced as Contract Number , by
and between Region 14 ESC and Vendor, as may be amended from time to time in accordance
with the terms thereof (the “Master Agreement”), for the purchase of Software Products and
Services;
WHEREAS, said Master Agreement provides that any state, city, special district, local
government, school district, private K-12 school, technical or vocational school, higher
education institution, other government agency or nonprofit organization (hereinafter referred to
as “public agency” or collectively, “public agencies”) may purchase products and services at the
prices indicated in the Master Agreement;
WHEREAS, NCPA has the administrative and legal capacity to administer purchases
under the Master Agreement to public agencies;
WHEREAS, NCPA serves as the administrative agent for Region 14 ESC in connection
with other master agreements offered by NCPA
WHEREAS, Region 14 ESC desires NCPA to proceed with administration of the Master
Agreement;
WHEREAS, NCPA and Vendor desire to enter into this Agreement to make available the
Master Agreement to public agencies on a national basis;
NOW, THEREFORE, in consideration of the payments to be made hereunder and the
mutual covenants contained in this Agreement, NCPA and Vendor hereby agree as follows:
General Terms and Conditions
• The Master Agreement, attached hereto as Exhibit 1 and incorporated herein by
reference as though fully set forth herein, and the terms and conditions contained therein
shall apply to this Administration Agreement except as expressly changed or modified by
this Administration Agreement.
• NCPA shall be afforded all of the rights, privileges and indemnifications afforded to
Region 14 ESC under the Master Agreement, and such rights, privileges and
indemnifications shall accrue and apply with equal effect to NCPA under this
Administration Agreement including, but not limited to, Contractor’s obligation to provide
appropriate insurance and certain indemnifications to Region 14 ESC.
• Contractor shall perform all duties, responsibilities and obligations required under the
Master Agreement in the time and manner specified by the Master Agreement.
VertosoftLLC
01-165May 1, 2023
May 1 2023DocuSign Envelope ID: 893CAB3A-488C-438A-BEE5-D6017D175062

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
12
• NCPA shall perform all of its duties, responsibilities, and obligations as administrator of
purchases under the Master Agreement as set forth herein, and Contractor
acknowledges that NCPA shall act in the capacity of administrator of purchases under
the Master Agreement.
• With respect to any purchases made by Region 14 ESC or any Participating Agency
pursuant to the Master Agreement, NCPA (a) shall not be construed as a dealer, re-
marketer, representative, partner, or agent of any type of Contractor, Region 14 ESC, or
such Participating Agency, (b) shall not be obligated, liable or responsible (i) for any
orders made by Region 14 ESC, any Participating Agency or any employee of Region
14 ESC or Participating Agency under the Master Agreement, or (ii) for any payments
required to be made with respect to such order, and (c) shall not be obligated, liable or
responsible for any failure by the Participating Agency to (i) comply with procedures or
requirements of applicable law, or (ii) obtain the due authorization and approval
necessary to purchase under the Master Agreement. NCPA makes no representations or
guaranties with respect to any minimum purchases required to be made by Region 14
ESC, any Participating Agency, or any employee of Region 14 ESC or Participating
Agency under this Administration Agreement or the Master Agreement.
• With respect to any supplemental agreement entered into between a Participating
Agency and Contractor pursuant to the Master Agreement, NCPA, its agents, members
and employees shall not be made party to any claim for breach of such agreement.
• This Administration Agreement supersedes any and all other agreements, either oral or
in writing, between the parties hereto with respect to the subject matter hereof, and no
other agreement, statement, or promise relating to the subject matter of this
Administrative Agreement which is not contained herein shall be valid or binding.
• Contractor agrees to allow NCPA to use their name and logo within website, marketing
materials and advertisement. Any use of NCPA name and logo or any form of publicity
regarding this Administration Agreement or the Master Agreement by Contractor must
have prior approval from NCPA.
• If any action at law or in equity is brought to enforce or interpret the provisions of this
Administration Agreement or to recover any administrative fee and accrued interest, the
prevailing party shall be entitled to reasonable attorney’s fees and costs in addition to
any other relief to which such party may be entitled.
• Neither this Administration Agreement nor any rights or obligations hereunder shall be
assignable by Contractor without prior written consent of NCPA, provided, however, that
the Contractor may, without such written consent, assign this Administration Agreement
and its rights and delegate its obligations hereunder in connection with the transfer or
sale of all or substantially all of its assets or business related to this Administration
Agreement, or in the event of its merger, consolidation, change in control or similar
transaction. Any permitted assignee shall assume all assigned obligations of its assignor
under this Administration Agreement.
• This Administration Agreement and NCPA’s rights and obligations hereunder may be
assigned at NCPA’s sole discretion, to an existing or newly established legal entity that
has the authority and capacity to perform NCPA’s obligations hereunder.
Term of Agreement
This Agreement shall be in effect so long as the Master Agreement remains in effect, provided,
however, that the obligation to pay all amounts owed by Vendor to NCPA through the termination
of this Agreement and all indemnifications afforded by Vendor to NCPA shall survive the term of
this Agreement.DocuSign Envelope ID: 893CAB3A-488C-438A-BEE5-D6017D175062







Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
16
If awarded a Master Agreement, will your company extend the terms offered in your Proposal to
public agencies in Canada? If no or maybe, please explain.
X Yes  Maybe  No
If awarded a Master Agreement, will your company extend the terms offered in your Proposal to
private sector customers?
 Yes  Maybe X No
Minority and Women Business Enterprise (MWBE) and (HUB) Participation
It is the policy of some entities participating in NCPA to involve minority and women business
enterprises (MWBE) and historically underutilized businesses (HUB) in the purchase of goods and
services. Respondents shall indicate below whether or not they are an M/WBE or HUB certified.
 Minority/Women Business Enterprise
Respondent Certifies that this firm a Minority /
Women Business Enterprise
 Historically Underutilized Business
Respondent Certifies that this firm is a
Historically Underutilized Business
Small Business, MWBE and HUB Growth
If Proposer is a Large, National or Multinational Organization/Corporation, what programs are in
place that partners or supports the growth of small and MWEB and HUB business? If yes, please
describe.
X N/A, we are a recognized small, MWEB or HUB organization
Vertosoft is a Certified Virginia Small Business Concern: 725842
 No, we do not have any programs in place.
 Yes, we have programs in place.
Residency
Responding Company’s principal place of business is in the city of Leesburg , State of
Virginia .
Felony Conviction Notice
Please Check Applicable Box (If the 3rd box is checked, a detailed explanation of the names and
convictions must be attached):
 A publicly held corporation; therefore, this reporting requirement is not applicable.
X Is not owned or operated by anyone who has been convicted of a felony.
 Is owned or operated by the following individual(s) who has been convicted of a felony



Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
18
Tab 4 – Vendor Profile
Please provide the following information about your company:
• Company’s official registered name.
Vertosoft LLC
• Brief history of your company, including the year it was established.
Established in 2016, Vertosoft LLC (Vertosoft) is focused on delivering innovative and
emerging technologies and services to organizations such as NCPA and public sector
agencies. Consistent with our singular focus on public sector agencies, Vertosoft has
deep knowledge and experience supporting all phases of the acquisition life cycle. We
specialize in providing services to emerging technology companies and the public sector
agencies they serve. Strategic sourcing is our forte, streamlining the time required to
provide critical technology and services to government end users at reduced prices. We
provide NCPA members the flexibility, agility, and responsiveness of a certified small
business with the experience of a large organization. Vertosoft’s staff is widely respected
and relied upon for its professional, ethical business approach. Our success is based
upon the leadership of a highly-experienced management team, and our staff has deep
expertise in meeting each agency’s specific requirements and, in the technology required
to satisfy those requirements.
• Company’s Dun & Bradstreet (D&B) number.
080431574
[REST OF PAGE INTENTIONALLY BLANK]

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
19
• Company’s organizational chart of those individuals that would be involved in the
contract.
• Corporate office location.
Vertosoft’s corporate office is located at 1602 Village Market Blvd. #320 in Leesburg, VA.
This is also the location for our national sales support center for our sales teams across
the country. As Vertosoft focuses exclusively on software and SaaS solutions, we do not
have the need for traditional hardware service centers.
o List the number of sales and services offices for states being bid in solicitation.
Vertosoft has additional locations in Charleston, SC, Raleigh, NC, Philadelphia, PA,
and Tacoma, WA.
o List the names of key contacts at each with title, address, phone and e-mail
address.
Vertosoft will manage the contract from our national sales center in Leesburg,
Virginia. The key contacts in support of this contract will be:
i. Executive Support

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
20
Jay Colavita, President
jay@vertosoft.com
703.568.4703
ii. Marketing
Mary Dawson
mary@vertosoft.com
703.298.5052
iii. Sales
Josh Slattery, VP of Technology Sales
josh@vertosoft.com
703.915.7856
iv. Sales Support
Nur Rahman, Director of Operations
nur@vertosoft.com
571.355.5347
v. Financial Reporting
Michael DiPlacido, Government Contract Manager
michael@vertosoft.com
484.620.4567
vi. Accounts Payable
Hannah Xiu, Chief Financial Officer
hannah@vertosoft.com
571.216.2502
vii. Contracts
Michael DiPlacido, Government Contract Manager
michael@vertosoft.com
484.620.4567
• Define your standard terms of payment.
Vertosoft’s payment terms are NET 30 and we accept both purchase orders and
credit/procurement cards as forms of payment. When a credit card is used as a form of
payment, we do require a call with our finance department to help reduce errors and fraud.
• Who is your competition in the marketplace?
ImmixGroup, DLT, Carahsoft
• Provide Annual Sales for last 3 years broken out into the following categories:
o Cities / Counties
o K-12
o Higher Education
o Other government agencies or nonprofit organizations

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
21
• What differentiates your company from competitors?
Vertosoft is committed to providing the highest quality of service to NCPA members
through this contract. To facilitate this high level of service, Vertosoft maintains an ISO
9001:2015 certification that demonstrates Vertosoft’s commitment to the highest level of
excellence and customer satisfaction. Our Quality Management program supports our core
business processes and provides the tools through which we measure, control, and
improve these processes which include:
• Maintaining product catalogs and price lists on different government contract
vehicles.
• Error free quoting to the government on behalf of our technology partners.
• Efficient purchase order (PO) processing from our public sector customers.
• Efficient PO delivery to our technology partners.
• Accurate invoice creation for public sector customers for solutions delivered by our
technology partners.
• Customer satisfaction measurement with the overall procurement process
experience through Vertosoft.
Vertosoft’s expertise is largely focused on emerging technology companies that are
providing the most innovative and cutting-edge technology to public sector organizations.
While some resellers try to offer as many products as possible and convince organizations
this is valuable, they are unable to develop any sort of expertise or understanding of what
they are selling, resulting in agencies getting a less than optimal solution. Vertosoft
focuses on the best of the best and builds a deep understanding of those innovative
products and how to employ those products to best meet the needs of the agency.
Every public agency who buys from Vertosoft is assigned a Customer Success Manager
(CSM). This CSM is a United States Citizen, and a resource for the agency to ensure the
correct software was delivered, and they have quick and easy access to support from the
software supplier if needed. The CSM acts a champion on behalf of the agency to the
supplier to ensure the highest level of service.
• Describe how your company will market this contract if awarded.
Vertosoft maintains a dedicated public sector sales team with multiple years of experience
utilizing national contracts such as NCPA for our customers. Our sales team will partner with

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
22
the NCPA marketing to educate public sector organizations in the value of using the contract
and encourage them to utilize the vehicle for purchases.
Vertosoft’s Software Manufacturer Partners have established national sales forces that
include public sector entities. As part of our Partner’s selling efforts into these entities they
will encourage potential customers to use the contract to acquire the desired technology
solution.
Within the first 14 days after award Vertosoft will issue a co-branded press release
announcing the award and specific details of the contract. This will be combined with
targeted social media postings to promote the use of the contract for eligible public sector
organizations.
Within 30 days after award, Vertosoft will launch a dedicated web site with the NCPA
standard logo. The website will have a copy of the original request for proposal, copy of the
contract, summary of products being offered, marketing materials, and a link to NCPA
website. Vertosoft will also include a dedicated toll-free number and email address for
NCPA participating entities.
Within 60 days after award, Vertosoft will execute a dedicated email and contact campaign
to notify existing and potential public sector agencies about the contract and provide
guidance on how to leverage the contract in the future.
• Describe how you intend to introduce NCPA to your company.
Within 7 days after award, Vertosoft Executive Leadership will sponsor a kick-off meeting
with the Vertosoft sales team where the contract will be endorsed, and the sales team
educated on the terms and conditions of the contract.
In addition, a NCPA microsite will be created on Vertosoft’s internal corporate Intranet.
This will include key information about the contract, points of contact, how to use the
contract to place an order, and the product catalog. This will be an ongoing tool to help
the internal sales team leverage the contract on an ongoing basis.
Withing 30 days after award, Vertosoft will meet with the individual public sector sales
teams of the respective software manufacturers being offered to educate them on the
terms and conditions. This will provide a force multiplier effect by having not only the
Vertosoft sales team position the contract, but also having the software manufacturers
position the contract as part of their sales cadence.
• Describe your firm’s capabilities and functionality of your on-line catalog / ordering
website.
Vertosoft does provide our entire catalog of software and solutions on our website,
and will be available under a public microsite dedicated to the NCPA contract.
As Vertosoft specializes in software, we work directly with participating entities to
identify the challenges they are trying to address, and we provide them with a
potential solution that is part of our catalog of products. We inform the participating

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
23
entity of an efficient procurement path via the catalog and execute the contract
through their standard procurement process.
• Describe your company’s Customer Service Department (hours of operation, number of
service centers, etc.)
Vertosoft’s national service center is in Leesburg, Virginia. The service center operates
Monday – Friday between 8AM ET – 8PM ET and is staffed by US Citizens. Vertosoft
does offer mission critical support services that would provide 24hr x 7 x 365 services if
needed.
• Green Initiatives (if applicable)
o As our business grows, we want to make sure we minimize our impact on the
Earth’s climate. We are taking every step we can to implement innovative and
responsible environmental practices throughout NCPA to reduce our carbon
footprint, reduce waste, energy conservation, ensure efficient computing and
much more. To that effort we ask respondents to provide their companies
environmental policy and/or green initiative.
As a software distributor, Vertosoft has a naturally low impact on the environment.
However, Vertosoft maintains a corporate Sustainability Policy which is provided
below:
Vertosoft LLC strives to be a leader in environmental sustainability and believes that
a successful future for our business and the customers we serve depends on the
sustainability of the environment, communities, and economies in which we operate.
As a responsible corporate citizen, we bear a responsibility to consider the impacts
of our actions and how they affect the environment both directly in terms of our own
operation, and indirectly through our purchasing decisions, the products, and
services we offer to our customers and the business opportunities we pursue.
We are committed to minimizing the impact of our operations on the environment
and to demonstrating leadership by integrating environmental considerations into all
our business practices.
We are committed to protecting the environment through responsible management
of our operations and give appropriate weight and consideration to this
environmental policy when making future planning and investment decisions.
Vertosoft LLC will set targets and objectives, within the scope of the environmental
management system, to achieve continual improvement and a sustainable
development;
Vertosoft LLC will establish and periodically review and report progress on
objectives and targets in the pursuit of continual improvement in our environmental
management system for the purpose of enhancing our environmental performance
and ongoing prevention of pollution.

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
24
Vertosoft LLC will minimize the environmental impacts of our own operations
through best practice management of use of our energy, transportation, material
consumption, water use, waste and emissions. Vertosoft will also encourage
suppliers, subcontractors, retailers and recyclers of our products to adopt the same
environmental principals as Vertosoft LLC;
Vertosoft LLC will raise employee awareness and support employee creativity and
enthusiasm with respect to implementing our environmental policies, guidelines,
programs, and initiatives. Vertosoft will also continually promote environmental
awareness, responsibility, and best practices and to support the environmental
sustainability culture of our company through education and in-house initiatives to
reduce our environmental footprint.
• Anti-Discrimination Policy (if applicable)
o Describe your organizations’ anti-discrimination policy.
As a federal contractor, it is the policy of Vertosoft LLC to take affirmative action as
called for by applicable laws and executive orders to:
• Provide equal employment opportunities to all qualified persons and recruit,
hire, train, terminate, promote, and compensate persons in all jobs without
regard to race, color, religion, sex, sexual orientation, gender identity,
national origin, age, disability, genetic information or characteristics,
protected veteran status, or other protected classifications in accordance
with federal law.
• Administer personnel actions in areas such as compensation, benefits,
transfers, layoffs and recalls, Company-sponsored education training,
tuition assistance, and social and recreational programs to ensure that no
employees are discriminated against.
• Ensure employment decisions are made in furtherance of the objective of
equal employment including, but not limited to:
o Recruitment and selection–Recruitment and hiring of all personnel
is accomplished without discrimination against any individual whose
status is protected by applicable state or local law.
o Promotion–Individuals will be upgraded and promoted on the basis
of their abilities, skills, and experience. The Company will undertake
good faith efforts to ensure that minority and women employees,
disabled individuals, and covered veterans, who are qualified, as
well as those who become qualified through training, are considered
for promotion.
o Transfers–When vacancies occur, the Company will make every
good faith effort to effect transfers of qualified minority and women
employees, disabled individuals, and covered veterans, into areas
where such employees may have been or may now be
underutilized.
o Terminations–When reductions in Company work force occur, they
will be based on nondiscriminatory factors and make every good
faith effort to ensure that minorities and women, disabled individuals,
and covered veterans are treated in a nondiscriminatory manner.

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
25
• Vendor Certifications (if applicable)
o Provide a copy of all current licenses, registrations and certifications issued by
federal, state and local agencies, and any other licenses, registrations or
certifications from any other governmental entity with jurisdiction, allowing
respondent to perform the covered services including, but not limited to, licenses,
registrations, or certifications. Certifications can include M/WBE, HUB, and
manufacturer certifications for sales and service.

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
26
Tab 5 – Products and Services / Scope
Vertosoft is pleased to over NCPA and member agencies access our catalog of emerging and
innovative technology companies. A partial list of those vendors and the value they bring has been
listed below. These products span a wide range of technology categories including: Big Data and
Analytics, Cybersecurity, Business Applications, Machine Learning/Artificial Intelligence,
DevSecOps, and Training/Education. A detailed list of part numbers, along with pricing is found in
the attached Pricing Spreadsheet.
Software
Commercial-Off-the-Shelf (COTS) Software,
Application Software
Alation is the data catalog where everyone in
your organization can find the data they need to
collaborate, automatically indexing your data by
source. Alation automatically indexes your data
by source. It also automatically gathers
knowledge about your data. Like Google, Alation
uses machine learning to continually improve
human understanding.
Commercial-Off-the-Shelf (COTS) Software,
Application Software
Government agencies process large volumes of
data and documents every day, much of it
manually. Repetitive, manual processes slow
down employees and the services they provide
to the public. As agencies continue to modernize
systems, Robotic Process Automation (RPA) can
automate repetitive tasks, freeing agency
employees to focus on the things only humans
do well and not get burdened with monotonous
tasks. With RPA from Automation Anywhere,
government agencies can create a scalable,
secure, and reliable intelligent Digital Workforce
that is highly efficient and compliant with all
federal mandates.
Commercial-Off-the-Shelf (COTS) Software,
Security Software
BeyondTrust is the worldwide leader in intelligent
identity and access security, empowering
organizations to protect identities, stop threats,
and deliver dynamic access to empower and
secure a work-from-anywhere world. Our
integrated products and platform offer the
industry's most advanced privileged access

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
27
management (PAM) solution, enabling
organizations to quickly shrink their attack
surface across traditional, cloud and hybrid
environments.
With a heritage of innovation and a staunch
commitment to customers, BeyondTrust
solutions are easy to deploy, manage, and scale
as agencies evolve. BeyondTrust solutions are
deployed in all cabinet level Federal Civilian
agencies and over 100+ Defense Department
environments. We are trusted across all 4
branches of the DoD, including the 4th estate,
with ATO’s both on the classified and
unclassified side.
Commercial-Off-the-Shelf (COTS) Software,
Software as a Service applications
Bizagi's industry-leading platform for low-code
process automation connects people,
applications, robots, and information. As the
most business-friendly and flexible solution on
the market, Bizagi's cloud-native platform
enables true collaboration between business and
IT, delivering faster adoption and success.
Fueled by a community of millions of users,
Bizagi powers over 400 enterprises worldwide.
Commercial-Off-the-Shelf (COTS) Software,
Communication Software
Chainbridge Technologies started developing
their first emergency management solutions in
2004, and today their planning, preparedness,
response, and recovery systems are utilized by
tens of thousands of emergency managers and
responders across all levels of government and
the private sector. Their innovative use of cloud,
mobile, GIS, and social media technologies,
combined with policy and operational subject
matter expertise, is applicable to the full
spectrum of emergency response missions
encompassing both All-Hazard and CBRN
incidents.
Commercial-Off-the-Shelf (COTS) Software,
Security Software
Claroty's unified platform integrates with
customers’ existing infrastructure to provide a full
range of controls for visibility, risk and
vulnerability management, threat detection, and

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
28
secure remote access. Backed by the world’s
largest investment firms and industrial
automation vendors, Claroty is deployed by
hundreds of organizations at thousands of sites
globally. The company is headquartered in New
York City and has a presence in Europe, Asia-
Pacific, and Latin America.
Commercial-Off-the-Shelf (COTS) Software,
Application Software
DataRobot is the leader in enterprise AI,
delivering trusted AI technology and ROI
enablement services to global enterprises.
DataRobot’s enterprise AI platform democratizes
data science with end-to-end automation for
building, deploying, and managing machine
learning models. This platform maximizes value
to the mission by delivering AI at scale and
continuously optimizing performance over time.
The company’s proven combination of cutting
edge software and world-class AI
implementation, training, and support services,
empowers any organization – regardless of size,
industry, or resources – to drive better business
outcomes with AI.
Commercial-Off-the-Shelf (COTS) Software,
Security Software
Devo is reinventing logging and security
analytics as the next generation SIEM platform
for the Public Sector. Devo enables you to ingest
data from all your data sources, closing the
visibility gap that puts your organization at higher
risk. Security Operations integrates with your
existing security ecosystem to enrich
investigations with valuable context. Being able
to seamlessly integrate all your data sources and
ease your scaling worries. Devo exceeds your
needs with none of the infrastructure
management overhead. Stop worrying about
search volume and concurrency. Devo supports
thousands of always real-time concurrent
queries. That’s what confidence in a logging and
security analytics platform feels like.
Commercial-Off-the-Shelf (COTS) Software,
Software for Engineering and Product
Development

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
29
Digital.ai is the first enterprise value stream
management platform that enables enterprises to
focus on outcomes instead of outputs, create
greater business value faster, and deliver secure
digital experiences their users trust. The
Digital.ai Value Stream Platform seamlessly
integrates all the disparate tools and processes
across the various DevOps initiatives, uses data
and AI/ML to create connective tissue between
them, and provides the real-time, contextual
insights required to drive and sustain successful
digital transformation. With Digital.ai, enterprises
have the visibility they’ve been seeking to deliver
value, drive growth, increase productivity, reduce
security risks, and improve customer experience.
Commercial-Off-the-Shelf (COTS) Software,
Software as a Service applications
EcoInteractive provides industry-leading
enterprise SaaS solutions to government
transportation and environmental organizations
nationwide. Our products support a diverse
range of critical workflows for agencies planning
our country’s vast transportation infrastructure.
Our software transforms data into integrated
real-time insights that enable the management of
transportation improvement projects worth
hundreds of billions of dollars. Our SaaS
solutions are also extensively utilized in
integrating workflow and data sets for the
management of environmental projects.
Commercial-Off-the-Shelf (COTS) Software,
Security Software
Enveil is a pioneering data security company
protecting Data in Use. Enveil’s business-
enabling and privacy-preserving capabilities for
secure data search, sharing, and collaboration
protect data while it's being used or processed –
the 'holy grail' of data encryption. Powered by
homomorphic encryption, Enveil’s ZeroReveal®
solutions provide Trusted Compute in Untrusted
Locations™, allowing organizations to securely
derive insights, cross-match, and search third-
party data assets without ever revealing the
contents of the search itself or compromising the
security or ownership of the underlying data.
Enveil is NIAP/CSfC-certified to deliver nation-
state level protection to the global marketplace.
Founded by U.S. Intelligence Community alumni

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
30
with backgrounds in mathematics, algorithmics,
and machine learning, Enveil is revolutionizing
data security by addressing a Data in Use
vulnerability that people have been chasing for
more than 20 years.
Commercial-Off-the-Shelf (COTS) Software,
Application Software
The first cloud-based software to manage the
end-to-end policymaking process. Policymakers
save time and resources with a single source of
truth for all policymaking activity. Esper is a
mission-driven group of technologists and policy
experts passionate about improving the
policymaking process in government.
Commercial-Off-the-Shelf (COTS) Software,
Software for Engineering and Product
Development
Harness is the industry’s first end-to-end
software delivery platform using AI/ML. The
modular platform is comprised of Continuous
Integration (CI), Continuous Delivery (CD),
Cloud-Cost Management (CCM), Feature Flags,
Security Test Orchestration (STO), Service
Reliability Management (SRM), and Chaos
Engineering (CE).
Commercial-Off-the-Shelf (COTS) Software,
Communication Software, Security Software,
Application Software, Software for
Engineering and Product Development,
Database Software, Information Worker
Software
HCL is a next-generation global technology
company that helps enterprises reimagine their
businesses for the digital age. Its technology
products, services and engineering are built on
four decades of innovation, with a world-
renowned management philosophy, a strong
culture of invention, and a relentless focus on
customer relationships. HCL serves leading
enterprises across key industries, including 250
of the Fortune 500 and 650 of the Global 2000.

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
31
Commercial-Off-the-Shelf (COTS) Software,
Industrial Automation Software
iDocket offers public access to judicial
information, e-Filing, e-Recording, and property
records from an ever-increasing number of the
nation's local governments.
Among the government services offered is
iDocket’s innovative local government software
for other judicial processes, such as arrest,
indictment, and final adjudication. This was
specifically designed for government officials,
including Judges, Sheriffs, District/County
Attorneys, County/District Clerks, and Justices of
the Peace.
Commercial-Off-the-Shelf (COTS) Software,
Educational Software
77% of security leaders say that gamification
could be used to make their organization safer.
Instead of checkbox training that’s forgotten in
days, our technology uses game mechanics and
encourages creativity to meet objectives relevant
to a user’s role. Immersive Labs contains
hundreds of cyber skill experiences and content
for red teams, penetration testers and ethical
hackers. And we’re always adding more powered
by the very latest threat intelligence.
Commercial-Off-the-Shelf (COTS) Software,
Security Software
Keeper is the ultimate cybersecurity and
productivity application that protects every
remote employee and all their devices against
password-related data breaches and
cyberthreats. Secure your business passwords
to prevent data breaches, improve employee
productivity and meet compliance standards.
Commercial-Off-the-Shelf (COTS) Software,
System Software
MyWorkDrive provides a software-only, on-
premises solution for secure remote file access
from anywhere for any device. Users gain
access in minutes without Sync, VPN, RDP or
migrating data. MyWorkDrive is for IT leaders
looking for a cloud-like file sharing solution that
has ransomware protection & DLP, facilitates
data governance compliance (FIPS, HIPAA,
FINRA, GDPR), enhances Office 365 real-time

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
32
online collaboration, with a lower TCO. They give
you easy, secure remote access to your
organization’s files using your server storage
with no security worries about your data being in
the cloud or syncing down to remote computers.
Commercial-Off-the-Shelf (COTS) Software,
Application Software
OpenGov is the leader in budgeting and
performance for the public sector whose mission
is to power a more effective and accountable
government. We offer three easy-to-use cloud-
based software solutions that transform how
governments budget, measure performance, and
engage the public. With OpenGov, agencies can
make more informed decisions and drive better
outcomes for the public.
Commercial-Off-the-Shelf (COTS) Software,
Application Software
PublicInput helps you increase public
engagement and communication with your
community, while reducing your workload
burdens with an integrated solution.
Commercial-Off-the-Shelf (COTS) Software,
System Software, Software as a Service
applications, Software for Engineering and
Product Development
Red Hat delivers hardened, open source
solutions that make it easier for enterprises to
work across platforms and environments, from
the core datacenter to the network edge. By
operating transparently and responsibly, we
continue to be a catalyst in open source
communities, helping you build flexible, powerful
IT infrastructure solutions.
Commercial-Off-the-Shelf (COTS) Software,
Industrial Automation Software
Since 2017, SOMA Global has been a leading
provider of cloud-native critical-response public
safety software solutions. SOMA's team of public
safety veterans and mission-driven developers
are focused on enabling agency partners to
focus on what matters most, fulfilling their
mission in the communities they serve. Through
world-class customer service in combination with

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
33
SOMA Telos™ and SOMA Global's modern-
cloud software solutions, operations are a unified
ecosystem of pre-built applications, workflows,
automations and data interoperability that can be
rapidly configured based on the specific needs of
your agency and community.
Commercial-Off-the-Shelf (COTS) Software,
Application Software
At StreamSets, a Software AG company, their
mission is to ensure data engineering teams
thrive in today’s world of constant change.
Streamsets does this by embedding the DataOps
philosophy of “continuous data for the connected
enterprise” into the StreamSets DataOps
Platform. StreamSets empowers data engineers
to build, run, monitor, and manage smart data
pipelines for modern analytics. StreamSets is the
only data integration platform that provides a
single design experience for all design patterns
for 10x greater developer productivity; smart data
pipelines that are resilient to change for 80% less
breakages; and a single pane of glass for
observing and monitoring all pipelines to
eliminate blind spots and control gaps. With
StreamSets, you can deliver continuous data for
modern analytics and hybrid integration in a
world of constant change.
Commercial-Off-the-Shelf (COTS) Software,
Industrial Automation Software
Swiftly is a single platform to unify your public
transit data. Swiftly’s products combine to form a
single, powerful platform that centers your transit
agency on the industry’s most accurate data.
Swiftly’s cloud infrastructure and subscription
model simplify how agencies build their transit
data stack. Agencies may choose only the
products they need, access them from
anywhere, and use them with the hardware of
their choice.
Commercial-Off-the-Shelf (COTS) Software,
Application Software
ThirdLine was founded by former city and county
internal audit analysts and data scientists, along
with public accounting professionals. ThirdLine
integrates with municipal ERP systems and
combines the power of 400 analytics across 10

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
34
modules to expedite audits, monitor operations,
and find fraud, waste, and abuse.
Commercial-Off-the-Shelf (COTS) Software,
Application Software
Tricentis is a global leader in enterprise
continuous testing. The Tricentis AI-based,
continuous testing portfolio of products provide a
new and fundamentally different way to perform
software testing. An approach that’s totally
automated, fully codeless, and intelligently driven
by AI. It addresses both agile development and
complex enterprise apps, enabling enterprises to
accelerate their digital transformation by
dramatically increasing software release speed,
reducing costs, and improving software quality.
Widely credited for reinventing software testing
for DevOps, cloud, and enterprise applications,
Tricentis has been recognized as a leader by all
major industry analysts, including Forrester,
Gartner, and IDC.
Commercial-Off-the-Shelf (COTS) Software,
Training
Udacity is a global, online training platform
powering digital transformation and accelerated
time-to-market initiatives for Public Sector,
Fortune 500 and Global 2000 enterprises.
Udacity programs provide industry-created
practitioner skills through a series of
"Nanodegree" programs consisting of online
courses and real-world projects in artificial
intelligence, machine learning, data science,
autonomous systems, and cloud computing
among other disciplines. In partnership with
Udacity’s experts, they will co-design a tailored
transformation journey to solve acute workforce
challenges to deliver next-level business results.
Software, Commercial-Off-the-Shelf (COTS)
Software, Security Software
vArmour is the leading provider of Application
Relationship Management software. Enterprises
around the world rely on vArmour to discover,
observe, and control relationships between every
user, every application, and across every
environment to reduce risk and increase
resiliency — all without adding new agents or
infrastructure.

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
35
Software, Commercial-Off-the-Shelf (COTS)
Software, Application Software
Virtualitics, Inc. operates a platform to merge
artificial intelligence, big data, and
virtual/augmented reality. Its platform enables
users to visualize and understand data; and
provides shared virtual office to analyze data,
and present and discuss insights.
Powered by a suite of AI-enabled products,
Virtualitics provides a rapidly deployable end-to-
end solution that quickly preprocesses and fuses
data sources, builds predictive AI models, and
leverages our best-in-class data analytics and
visualization platform for exploration and
collaboration in either desktop or virtual reality.
Commercial-Off-the-Shelf (COTS) Software,
Application Software
Visual Lease is the #1 lease optimization
software. We empower organizations to
transform their lease accounting compliance
requirements into financial opportunities.
We have a passion for simplifying the complex.
We are committed to ongoing innovation and
unparalleled customer service. We help our
customers transform lease compliance
requirements into opportunities for hard- and
soft-dollar savings.
Commercial-Off-the-Shelf (COTS) Software,
Application Software
Workiva created Wdesk, a cloud-based platform
that modernizes how people work within
thousands of organizations worldwide. With
Wdesk, there’s no switching back and forth
between different versions. Instead, users are
able to collaborate in real-time, mitigate risk, and
improve productivity. Wdesk gives users the
confidence they need to make data-driven
decision across the enterprise.
Workiva brings together everything you need—
teammates, datasets, and data sources—so you
can work better in the cloud. Wherever you are,
whatever you’re doing. Automate what’s slowing
you down. Focus on what fires you up.

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
36
Commercial-Off-the-Shelf (COTS) Software,
Security Software
Zimperium, Inc. is a global leader in mobile
device and app security, offering real-time, on-
device protection against both known and
unknown threats on Android, iOS and
Chromebook endpoints. The company was
founded under the premise that the then current
state of mobile security was insufficient to solve
the growing mobile security problem. At the time,
most mobile security was a port from traditional
endpoint security technologies.
Services
Category Services
Financial Reporting Automation - Comprehensive Annual Financial
Report (CAFR)
Financial Reporting Automation – Financial Statements
Financial Reporting Automation – Budget Book
Financial Reporting Automation – Budget Simulations
Financial Accounting Automation – Automated Reconciliations
Financial Accounting Automation – Robotic Process Automation
Cloud Managed Cloud Services
Cloud Cloud Governance – Compliance, Financial Management
Cloud Application Modernization
Cloud Cloud Readiness Advisory
Machine Learning App Accelerators
Machine Learning Data Operations Pipeline
Machine Learning Enhanced Robotic Process Automation – BOT development
Cybersecurity Software Bill of Materials (SBOM) creation
Cybersecurity Secure software supply chain risk management
Financial Service Offerings Fair Market Value Lease
Financial Service Offerings Purchase Option Lease
Financial Service Offerings Payment Agreements
Financial Service Offerings Direct and Indirect Financing
Warranty
Each software supplier provides their own Warranty that is provided to a public sector agency at the
time of purchase. These warranties, and end user licensing agreements are available for review if
so desired.

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
37
Tab 6 – References
Provide at least ten (10) customer references for products and/or services of similar scope dating
within the past three (3) years. Please provide a range of references across all eligible
government entity groups including K-12, higher education, city, county, or non-profit entities.
All references should include the following information from the entity:
• Entity Name
• Contact Name and Title
• City and State
• Phone
• Email
• Years Serviced
• Description of Services
• Annual Volume

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
40
Tab 7 – Pricing
Please see the attached pricing sheet that was submitted electronically via the Bonfire portal.

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
41
Tab 8 – Value Added Products and Services
Presales Engineering Talent
Vertosoft’s focus on emerging and innovative technologies are supported by experienced technical
resources to identify the best overall solution for NCPA members. Vertosoft Account Managers are
trained presales specialists who focus on specific technology domains such as Cloud Computing,
Machine Learning and Artificial Intelligence, Cybersecurity, and Big Data and Analytics. Partnered
with dedicated engineering resources from the software supplier, Vertosoft can provide NCPA
members important insights about the technology solutions to best meet the member’s needs.
Quality and Responsiveness
Vertosoft maintains an ISO 9001:2015 certification that demonstrates Vertosoft’s commitment to the
highest level of quality and customer satisfaction. Our Quality Management program supports our
core business processes and provides the tools through which we measure, control, and improve
these processes which include:
• Maintaining product catalogs and price lists on different government contract vehicles.
• Error free quoting to the government on behalf of our technology partners.
• Efficient purchase order (PO) processing from our government customers.
• Efficient PO delivery to our technology partners.
• Accurate invoice creation for government customers for solutions delivered by our
technology partners.
• Payments to our technology partners upon payment from the government.
• Customer satisfaction measurement with the overall procurement process experience
through Vertosoft.
Dedicated Customer Success Management Team
Vertosoft will assign a dedicated Customer Success Manager (CSM) team to NCPA members. The
assigned CSM team will all be US citizens with knowledge of the different software manufacturer’s
software entitlement systems, license management processes, and technical support systems.
Vertosoft provides a dedicated 1-800 number and email address that will connect participating
entities directly with the dedicated CSM team.
The CSM will be able to provide NCPA and participating entities with the following benefits:
• Software Entitlement management support
• Customized license reporting and usage
• Service Desk Management Portal – ability to open and manage service tickets with
Vertosoft CSM team
• Technical Outreach and Advisory Sessions
Vertosoft’s CSM team will assist NCPA and participating entities with tracking the usage for each
product. The CSM team will provide NCPA metrics on the calls/emails into the Vertosoft 1-800 and
dedicated email address along with open/closed service tickets to help NCPA understand the
volume and scale of support being requested and provided. Vertosoft will also provide NCPA
participating entities with access to VertoDesk, which is a software entitlement portal where
assigned participating entities can see the list of current software entitlements.

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
42
Marketing and Training
Each of the software suppliers supported by Vertosoft provide complimentary webinars to NCPA
member agencies to help them better understand different features within the tool, so that agencies
can maximize the investment in the technology.
Vertosoft also hosts ‘Tech-Days’ where we bring emerging technology suppliers to our public sector
customers where they can engage in technical deep dives, learn about product roadmaps, and get
key industry updates and insights.
Within the first 14 days after award Vertosoft will issue a co-branded press release announcing the
award and specific details of the contract. This will be combined with targeted social media postings
to promote the use of the contract for eligible public sector organizations.
Within 30 days after award, Vertosoft will launch a dedicated web site with the NCPA standard logo.
The website will have a copy of the original request for proposal, copy of the contract, summary of
products being offered, marketing materials, and a link to NCPA website. Vertosoft will also include a
dedicated toll-free number and email address for NCPA participating entities.
Within 60 days after award, Vertosoft will execute a dedicated email and contact campaign to notify
existing and potential public sector agencies about the contract and provide guidance on how to
leverage the contract in the future.
Secure Software Supply Chain
Executive Order 14028, “Improving the Nation’s Cybersecurity” called to establish baseline security
standards for development of software. As part of this effort, Vertosoft is working with our suppliers
to develop a ‘software bill of materials’ (SBOM) to help public sector agencies better understand the
nested libraries that make up the software components they are using.
Minority and Women Business Enterprise (MWBE) and HUB Participation
Vertosoft believes that a diverse supplier base is important to our overall success as an
organization. This is evident by hundreds of service and resell partners that Vertosoft works with
around the country that are either minority, women owned, service disabled veteran, certified 8(a),
or HUB Zone companies. These partners compliant our software supplier’s diversity programs and
help public sector agencies meet their own goals for diversity.
Government Financing and Structured Payment Plans
Vertosoft offers extended payment plans and subscription billing for technology purchases to help
align structured payments to government program budgets while meeting government guidelines.
Vertosoft’s deep understanding of the government acquisition process allow us to provide the
government with simplified terms and conditions and flexible payment options. We also can provide
utility-based pricing and quarterly or monthly subscription billing for cloud-based SaaS software.

Software Products and Services 07-23
Vertosoft Response 03/23/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
43
Tab 9 – Required Documents
• Federal Funds Certifications
• Clean Air and Water Act & Debarment Notice
• Contractors Requirements
• Required Clauses for Federal Assistance by FTA
• Federal Required Signatures
• Antitrust Certification Statements Texas Government Code § 2155.005
• State Notice Addendum

FEDERAL FUNDS CERTIFICATIONS
Participating Agencies may elect to use federal funds to purchase under the Master Agreement.
The following certifications and provisions may be required and apply when a Participating
Agency expends federal funds for any purchase resulting from this procurement process.
Pursuant to 2 C.F.R. § 200.326, all contracts, including small purchases, awarded by the
Participating Agency and the Participating Agency’s subcontractors shall contain the
procurement provisions of Appendix II to Part 200, as applicable.
APPENDIX II TO 2 CFR PART 200
(A) Contracts for more than the simplified acquisition threshold currently set at $250,000, which
is the inflation adjusted amount determined by the Civilian Agency Acquisition Council and the
Defense Acquisition Regulations Council (Councils) as authorized by 41 U.S.C. 1908, must
address administrative, contractual, or legal remedies in instances where contractors violate or
breach contract terms, and provide for such sanctions and penalties as appropriate.
• Pursuant to Federal Rule (A) above, when a Participating Agency expends federal
funds, the Participating Agency and Offeror reserves all rights and privileges under the
applicable laws and regulations with respect to this procurement in the event of breach
of contract by either party.
(B) Termination for cause and for convenience by the grantee or subgrantee including the
manner by which it will be effected and the basis for settlement. (All contracts in excess of
$10,000)
• Pursuant to Federal Rule (B) above, when a Participating Agency expends federal
funds, the Participating Agency reserves the right to terminate any agreement in excess
of $10,000 resulting from this procurement process in the event of a breach or default of
the agreement by Offeror as detailed in the terms of the contract
(C) Equal Employment Opportunity. Except as otherwise provided under 41 CFR Part 60, all
contracts that meet the definition of “federally assisted construction contract” in 41 CFR Part 60-
1.3 must include the equal opportunity clause provided under 41 CFR 60-1.4(b), in accordance
with Executive Order 11246, “Equal Employment Opportunity” (30 CFR 12319, 12935, 3 CFR
Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive
Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41
CFR part 60, “Office of Federal Contract Compliance Programs, Equal Employment
Opportunity, Department of Labor.”
• Pursuant to Federal Rule (C) above, when a Participating Agency expends federal funds
on any federally assisted construction contract, the equal opportunity clause is
incorporated by reference herein.
(D) Davis-Bacon Act, as amended (40 U.S.C. 3141-3148). When required by Federal program
legislation, all prime construction contracts in excess of $2,000 awarded by non-Federal entities
must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. 3141-3144, and
3146-3148) as supplemented by Department of Labor regulations (29 CFR Part 5, “Labor
Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted
Construction”). In accordance with the statute, contractors must be required to pay wages to
laborers and mechanics at a rate not less than the prevailing wages specified in a wage
determination made by the Secretary of Labor. In addition, contractors must be required to pay

wages not less than once a week. The non-Federal entity must place a copy of the current
prevailing wage determination issued by the Department of Labor in each solicitation. The
decision to award a contract or subcontract must be conditioned upon the acceptance of the
wage determination. The non- Federal entity must report all suspected or reported violations to
the Federal awarding agency. The contracts must also include a provision for compliance with
the Copeland “Anti-Kickback” Act (40 U.S.C. 3145), as supplemented by Department of Labor
regulations (29 CFR Part 3, “Contractors and Subcontractors on Public Building or Public Work
Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that
each contractor or subrecipient must be prohibited from inducing, by any means, any person
employed in the construction, completion, or repair of public work, to give up any part of the
compensation to which he or she is otherwise entitled. The non-Federal entity must report all
suspected or reported violations to the Federal awarding agency.
• Pursuant to Federal Rule (D) above, when a Participating Agency expends federal funds
during the term of an award for all contracts and subgrants for construction or repair,
offeror will be in compliance with all applicable Davis-Bacon Act provisions
• Any Participating Agency will include any current and applicable prevailing wage
determination in each issued solicitation and provide Offeror with any required
documentation and/or forms that must be completed by Offeror to remain in compliance
the applicable Davis-Bacon Act provisions.
(E) Contract Work Hours and Safety Standards Act (40 U.S.C. 3701-3708). Where applicable,
all contracts awarded by the non-Federal entity in excess of $100,000 that involve the
employment of mechanics or laborers must include a provision for compliance with 40 U.S.C.
3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under
40 U.S.C. 3702 of the Act, each contractor must be required to compute the wages of every
mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the
standard work week is permissible provided that the worker is compensated at a rate of not less
than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the
work week. The requirements of 40 U.S.C. 3704 are applicable to construction work and provide
that no laborer or mechanic must be required to work in surroundings or under working
conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to
the purchases of supplies or materials or articles ordinarily available on the open market, or
contracts for transportation or transmission of intelligence.
• Pursuant to Federal Rule (E) above, when a Participating Agency expends federal
funds, offeror certifies that offeror will be in compliance with all applicable provisions of
the Contract Work Hours and Safety Standards Act during the term of an award for all
contracts by Participating Agency resulting from this procurement process.
(F) Rights to Inventions Made Under a Contract or Agreement. If the Federal award meets the
definition of “funding agreement” under 37 CFR §401.2 (a) and the recipient or subrecipient
wishes to enter into a contract with a small business firm or nonprofit organization regarding the
substitution of parties, assignment or performance of experimental, developmental, or research
work under that “funding agreement,” the recipient or subrecipient must comply with the
requirements of 37 CFR Part 401, “Rights to Inventions Made by Nonprofit Organizations and
Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and
any implementing regulations issued by the awarding agency.

• Pursuant to Federal Rule (F) above, when federal funds are expended by Participating
Agency, the offeror certifies that during the term of an award for all contracts by
Participating Agency resulting from this procurement process, the offeror agrees to
comply with all applicable requirements as referenced in Federal Rule (F) above
(G) Clean Air Act (42 U.S.C. 7401-7671q.) and the Federal Water Pollution Control Act (33
U.S.C. 1251-1387), as amended— Contracts and subgrants of amounts in excess of $150,000
must contain a provision that requires the non- Federal award to agree to comply with all
applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C.
7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251- 1387).
Violations must be reported to the Federal awarding agency and the Regional Office of the
Environmental Protection Agency (EPA).
• Pursuant to Federal Rule (G) above, when federal funds are expended by Participating
Agency, the offeror certifies that during the term of an award for all contracts by
Participating Agency member resulting from this procurement process, the offeror
agrees to comply with all applicable requirements as referenced in Federal Rule (G)
above
(H) Debarment and Suspension (Executive Orders 12549 and 12689)—A contract award (see 2
CFR 180.220) must not be made to parties listed on the government wide exclusions in the
System for Award Management (SAM), in accordance with the OMB guidelines at 2 CFR 180
that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR
part 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names
of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared
ineligible under statutory or regulatory authority other than Executive Order 12549.
• Pursuant to Federal Rule (H) above, when federal funds are expended by Participating
Agency, the offeror certifies that during the term of an award for all contracts by
Participating Agency resulting from this procurement process, the offeror certifies that
neither it nor its principals is presently debarred, suspended, proposed for debarment,
declared ineligible, or voluntarily excluded from participation by any federal department
or agency. If at any time during the term of an award the offeror or its principals
becomes debarred, suspended, proposed for debarment, declared ineligible, or
voluntarily excluded from participation by any federal department or agency, the offeror
will notify the Participating Agency
(I) Byrd Anti-Lobbying Amendment (31 U.S.C. 1352)—Contractors that apply or bid for an award
exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it
will not and has not used Federal appropriated funds to pay any person or organization for
influencing or attempting to influence an officer or employee of any agency, a member of
Congress, officer or employee of Congress, or an employee of a member of Congress in
connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C.
1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in
connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up
to the non-Federal award.
• Pursuant to Federal Rule (I) above, when federal funds are expended by Participating
Agency, the offeror certifies that during the term and after the awarded term of an award
for all contracts by Participating Agency resulting from this procurement process, the

offeror certifies that it is in compliance with all applicable provisions of the Byrd Anti-
Lobbying Amendment (31 U.S.C. 1352). The undersigned further certifies that:
o No Federal appropriated funds have been paid or will be paid for on behalf of the
undersigned, to any person for influencing or attempting to influence an officer or
employee of any agency, a Member of Congress, an officer or employee of
congress, or an employee of a Member of Congress in connection with the
awarding of a Federal contract, the making of a Federal grant, the making of a
Federal loan, the entering into a cooperative agreement, and the extension,
continuation, renewal, amendment, or modification of a Federal contract, grant,
loan, or cooperative agreement.
o If any funds other than Federal appropriated funds have been paid or will be paid
to any person for influencing or attempting to influence an officer or employee of
any agency, a Member of Congress, an officer or employee of congress, or an
employee of a Member of Congress in connection with this Federal grant or
cooperative agreement, the undersigned shall complete and submit Standard
Form-LLL, “Disclosure Form to Report Lobbying”, in accordance with its
instructions.
o The undersigned shall require that the language of this certification be included in
the award documents for all covered sub-awards exceeding $100,000 in Federal
funds at all appropriate tiers and all subrecipients shall certify and disclose
accordingly.
RECORD RETENTION REQUIREMENTS FOR CONTRACTS
INVOLVING FEDERAL FUNDS
When federal funds are expended by Participating Agency for any contract resulting from this
procurement process, offeror certifies that it will comply with the record retention requirements
detailed in 2 CFR § 200.334. The offeror further certifies that offeror will retain all records as
required by 2 CFR § 200.334 for a period of three years after grantees or subgrantees submit
final expenditure reports or quarterly or annual financial reports, as applicable, and all other
pending matters are closed.
CERTIFICATION OF COMPLIANCE WITH THE ENERGY POLICY
AND CONSERVATION ACT
When Participating Agency expends federal funds for any contract resulting from this
procurement process, offeror certifies that it will comply with the mandatory standards and
policies relating to energy efficiency which are contained in the state energy conservation plan
issued in compliance with the Energy Policy and Conservation Act (42 U.S.C. 6321 et seq.; 49
C.F.R. Part 18).
CERTIFICATION OF COMPLIANCE WITH BUY AMERICA PROVISIONS
To the extent purchases are made with Federal Highway Administration, Federal Railroad
Administration, or Federal Transit Administration funds, offeror certifies that its products comply
with all applicable provisions of the Buy America Act and agrees to provide such certification or
applicable waiver with respect to specific products to any Participating Agency upon request.
Participating Agencies will clearly identify whether Buy America Provisions apply in any issued
solicitation. Purchases made in accordance with the Buy America Act must still follow the
applicable procurement rules calling for free and open competition.

CERTIFICATION OF ACCESS TO RECORDS
Offeror agrees that the Inspector General of the Agency or any of their duly authorized
representatives shall have access to any non-financial documents, papers, or other records of
offeror that are pertinent to offeror’s discharge of its obligations under the Contract for the
purpose of making audits, examinations, excerpts, and transcriptions. The right also includes
timely and reasonable access to offeror’s personnel for the purpose of interview and discussion
relating to such documents. This right of access will last only as long as the records are
retained.
CERTIFICATION OF APPLICABILITY TO SUBCONTRACTORS
Offeror agrees that all contracts it awards pursuant to the Contract shall be bound by the
foregoing terms and conditions.

CLEAN AIR AND WATER ACT AND DEBARMENT NOTICE
By the signature below (Under Federal Required Signatures), I, the Vendor, am in compliance
with all applicable standards, orders or regulations issued pursuant to the Clean Air Act of 1970,
as Amended (42 U.S. C. 1857 (h), Section 508 of the Clean Water Act, as amended (33 U.S.C.
1368), Executive Order 117389 and Environmental Protection Agency Regulation, 40 CFR Part
15 as required under OMB Circular A-102, Attachment O, Paragraph 14 (1) regarding reporting
violations to the grantor agency and to the United States Environment Protection Agency
Assistant Administrator for the Enforcement.
I hereby further certify that my company has not been debarred, suspended or otherwise
ineligible for participation in Federal Assistance programs under Executive Order 12549,
“Debarment and Suspension”, as described in the Federal Register and Rules and Regulations.

CONTRACTOR REQUIRMENTS
Contractor Certification
Contractor’s Employment Eligibility
By entering the contract, Contractor warrants compliance with the Federal Immigration and
Nationality Act (FINA), and all other federal and state immigration laws and regulations. The
Contractor further warrants that it is in compliance with the various state statues of the states it
is will operate this contract in.
Participating Government Entities including School Districts may request verification of
compliance from any Contractor or subcontractor performing work under this Contract. These
Entities reserve the right to confirm compliance in accordance with applicable laws.
Should the Participating Entities suspect or find that the Contractor or any of its subcontractors
are not in compliance, they may pursue any and all remedies allowed by law, including, but not
limited to: suspension of work, termination of the Contract for default, and suspension and/or
debarment of the Contractor. All costs necessary to verify compliance are the responsibility of
the Contractor.
The offeror complies and maintains compliance with the appropriate statutes which requires
compliance with federal immigration laws by State employers, State contractors and State
subcontractors in accordance with the E-Verify Employee Eligibility Verification Program.
Contractor shall comply with governing board policy of the NCPA Participating entities in which
work is being performed.
Fingerprint & Background Checks
If required to provide services on school district property at least five (5) times during a month,
contractor shall submit a full set of fingerprints to the school district if requested of each person
or employee who may provide such service. Alternately, the school district may fingerprint those
persons or employees. An exception to this requirement may be made as authorized in
Governing Board policy. The district shall conduct a fingerprint check in accordance with the
appropriate state and federal laws of all contractors, subcontractors or vendors and their
employees for which fingerprints are submitted to the district. Contractor, subcontractors,
vendors and their employees shall not provide services on school district properties until
authorized by the District.
The offeror shall comply with fingerprinting requirements in accordance with appropriate
statutes in the state in which the work is being performed unless otherwise exempted.
Contractor shall comply with governing board policy in the school district or Participating Entity
in which work is being performed.
Business Operations in Sudan, Iran
In accordance with A.R.S. 35-391 and A.R.S. 35-393, the Contractor hereby certifies that the
contractor does not have scrutinized business operations in Sudan and/or Iran.

REQUIRED CLAUSES FOR FEDERAL ASSISTANCE
PROVIDED BY FTA
ACCESS TO RECORDS AND REPORTS
Contractor agrees to:
a) Maintain all non-financial books, records, accounts and reports required under this
Contract for a period of not less than two (2) years after the date of termination or
expiration of this Contract or any extensions thereof except in the event of litigation
or settlement of claims arising from the performance of this Contract, in which case
Contractor agrees to maintain same until the FTA Administrator, the U.S. DOT
Office of the Inspector General, the Comptroller General, or any of their duly
authorized representatives, have disposed of all such litigation, appeals, claims or
exceptions related thereto.
b) Permit any of the foregoing parties to inspect all non-financial work, materials, and
other data and records that pertain to the Project, and to audit the non-financial
books, records, and accounts that pertain to the Project and to reproduce by any
means whatsoever or to copy excerpts and transcriptions as reasonably needed
for the purpose of audit and examination. The right of access detailed in this
section continues only as long as the records are retained.
FTA does not require the inclusion of these requirements of Article 1.01 in subcontracts.
CIVIL RIGHTS / TITLE VI REQUIREMENTS
1) Non-discrimination. In accordance with Title VI of the Civil Rights Act of 1964, as
amended, 42 U.S.C. § 2000d, Section 303 of the Age Discrimination Act of 1975, as
amended, 42 U.S.C. § 6102, Section 202 of the Americans with Disabilities Act of
1990, as amended, 42 U.S.C. § 12132, and Federal Transit Law at 49 U.S.C. §
5332, Contractor or subcontractor agrees that it will not discriminate against any
employee or applicant for employment because of race, color, creed, national origin,
sex, marital status age, or disability. In addition, Contractor agrees to comply with
applicable Federal implementing regulations and other applicable implementing
requirements FTA may issue that are flowed to Contractor from Awarding
Participating Agency.
2) Equal Employment Opportunity. The following Equal Employment Opportunity
requirements apply to this Contract:
a. Race, Color, Creed, National Origin, Sex. In accordance with Title VII of the Civil
Rights Act, as amended, 42 U.S.C. § 2000e, and Federal Transit Law at 49
U.S.C. § 5332, the Contractor agrees to comply with all applicable Equal
Employment Opportunity requirements of U.S. Dept. of Labor regulations, “Office
of Federal Contract Compliance Programs, Equal Employment Opportunity,
Department of Labor, 41 CFR, Parts 60 et seq., and with any applicable Federal
statutes, executive orders, regulations, and Federal policies that may affect
construction activities undertaken in the course of this Project. Contractor agrees

to take affirmative action to ensure that applicants are employed, and that
employees are treated during employment, without regard to their race, color,
creed, national origin, sex, marital status, or age. Such action shall include, but
not be limited to, the following: employment, upgrading, demotion or transfer,
recruitment or recruitment advertising, layoff or termination, rates of pay or other
forms of compensation; and selection for training, including apprenticeship. In
addition, Contractor agrees to comply with any implementing requirements FTA
may issue that are flowed to Contractor from Awarding Participating Agency.
b. Age. In accordance with the Age Discrimination in Employment Act (ADEA) of
1967, as amended, 29 U.S.C. Sections 621 through 634, and Equal Employment
Opportunity Commission (EEOC) implementing regulations, “Age Discrimination
in Employment Act”, 29 CFR Part 1625, prohibit employment discrimination by
Contractor against individuals on the basis of age, including present and
prospective employees. In addition, Contractor agrees to comply with any
implementing requirements FTA may issue that are flowed to Contractor from
Awarding Participating Agency.
c. Disabilities. In accordance with Section 102 of the Americans with Disabilities Act
of 1990, as amended (ADA), 42 U.S.C. Sections 12101 et seq., prohibits
discrimination against qualified individuals with disabilities in programs, activities,
and services, and imposes specific requirements on public and private entities.
Contractor agrees that it will comply with the requirements of the Equal
Employment Opportunity Commission (EEOC), “Regulations to Implement the
Equal Employment Provisions of the Americans with Disabilities Act,” 29 CFR,
Part 1630, pertaining to employment of persons with disabilities and with their
responsibilities under Titles I through V of the ADA in employment, public
services, public accommodations, telecommunications, and other provisions.
d. Segregated Facilities. Contractor certifies that their company does not and will
not maintain or provide for their employees any segregated facilities at any of
their establishments, and that they do not and will not permit their employees to
perform their services at any location under the Contractor’s control where
segregated facilities are maintained. As used in this certification the term
“segregated facilities” means any waiting rooms, work areas, restrooms and
washrooms, restaurants and other eating areas, parking lots, drinking fountains,
recreation or entertainment areas, transportation, and housing facilities provided
for employees which are segregated by explicit directive or are in fact segregated
on the basis of race, color, religion or national origin because of habit, local
custom, or otherwise. Contractor agrees that a breach of this certification will be
a violation of this Civil Rights clause.
3) Solicitations for Subcontracts, Including Procurements of Materials and Equipment.
In all solicitations, either by competitive bidding or negotiation, made by Contractor
for work to be performed under a subcontract, including procurements of materials or
leases of equipment, each potential subcontractor or supplier shall be notified by
Contractor of Contractor's obligations under this Contract and the regulations relative
to non-discrimination on the grounds of race, color, creed, sex, disability, age or
national origin.

4) Sanctions of Non-Compliance. In the event of Contractor's non-compliance with the
non-discrimination provisions of this Contract, Public Agency shall impose such
Contract sanctions as it or the FTA may determine to be appropriate, including, but
not limited to: 1) Withholding of payments to Contractor under the Contract until
Contractor complies, and/or; 2) Cancellation, termination or suspension of the
Contract, in whole or in part.
Contractor agrees to include the requirements of this clause in each subcontract financed in whole
or in part with Federal assistance provided by FTA, modified only if necessary to identify the
affected parties.
DISADVANTAGED BUSINESS PARTICIPATION
This Contract is subject to the requirements of Title 49, Code of Federal Regulations, Part 26,
“Participation by Disadvantaged Business Enterprises in Department of Transportation Financial
Assistance Programs”, therefore, it is the policy of the Department of Transportation (DOT) to
ensure that Disadvantaged Business Enterprises (DBEs), as defined in 49 CFR Part 26, have an
equal opportunity to receive and participate in the performance of DOT-assisted contracts.
1) Non-Discrimination Assurances. Contractor or subcontractor shall not discriminate
on the basis of race, color, national origin, or sex in the performance of this Contract.
Contractor shall carry out all applicable requirements of 49 CFR Part 26 in the award
and administration of DOT-assisted contracts. Failure by Contractor to carry out
these requirements is a material breach of this Contract, which may result in the
termination of this Contract or other such remedy as public agency deems
appropriate. Each subcontract Contractor signs with a subcontractor must include
the assurance in this paragraph. (See 49 CFR 26.13(b)).
2) Prompt Payment. Contractor is required to pay each subcontractor performing Work
under this prime Contract for satisfactory performance of that work no later than
thirty (30) days after Contractor’s receipt of payment for that Work from public
agency. In addition, Contractor is required to return any retainage payments to those
subcontractors within thirty (30) days after the subcontractor’s work related to this
Contract is satisfactorily completed and any liens have been secured. Any delay or
postponement of payment from the above time frames may occur only for good
cause following written approval of public agency. This clause applies to both DBE
and non-DBE subcontractors. Contractor must promptly notify public agency
whenever a DBE subcontractor performing Work related to this Contract is
terminated or fails to complete its Work, and must make good faith efforts to engage
another DBE subcontractor to perform at least the same amount of work. Contractor
may not terminate any DBE subcontractor and perform that Work through its own
forces, or those of an affiliate, without prior written consent of public agency.
3) DBE Program. In connection with the performance of this Contract, Contractor will
cooperate with public agency in meeting its commitments and goals to ensure that
DBEs shall have the maximum practicable opportunity to compete for subcontract
work, regardless of whether a contract goal is set for this Contract. Contractor
agrees to use good faith efforts to carry out a policy in the award of its subcontracts,
agent agreements, and procurement contracts which will, to the fullest extent,
utilize DBEs consistent with the efficient performance of the Contract.

ENERGY CONSERVATION REQUIREMENTS
Contractor agrees to comply with mandatory standards and policies relating to energy efficiency
which are contained in the State energy conservation plans issued under the Energy Policy and
Conservation Act, as amended, 42 U.S.C. Sections 6321 et seq. and 41 CFR Part 301-10.
FEDERAL CHANGES
Contractor shall at all times comply with all applicable FTA regulations, policies, procedures and
directives, listed directly or by reference in the Contract between Public Agency and the FTA,
and those applicable regulatory and procedural updates that are communicated to Contractor by
Public Agency, as they may be amended or promulgated from time to time during the term of
this contract. Contractor’s failure to so comply shall constitute a material breach of this Contract.
INCORPORATION OF FEDERAL TRANSIT ADMINISTRATION (FTA) TERMS
The provisions include, in part, certain Standard Terms and Conditions required by the U.S.
Department of Transportation (DOT), whether or not expressly set forth in the preceding
Contract provisions. All contractual provisions required by the DOT and applicable to the scope
of a particular Contract awarded to Contractor by a Public Agency as a result of solicitation, as
set forth in the most current FTA Circular 4220.1F, published February 8th, 2016, are hereby
incorporated by reference. Anything to the contrary herein notwithstanding, all FTA mandated
terms shall be deemed to control in the event of a conflict with other provisions contained in this
Contract. Contractor agrees not to knowingly perform any act, knowingly fail to perform any act,
or refuse to comply with any reasonable public agency requests that would directly cause public
agency to be in violation of the FTA terms and conditions.
NO FEDERAL GOVERNMENT OBLIGATIONS TO THIRD PARTIES
Agency and Contractor acknowledge and agree that, absent the Federal Government’s express
written consent and notwithstanding any concurrence by the Federal Government in or approval
of the solicitation or award of the underlying Contract, the Federal Government is not a party to
this Contract and shall not be subject to any obligations or liabilities to agency, Contractor, or
any other party (whether or not a party to that contract) pertaining to any matter resulting from
the underlying Contract.
Contractor agrees to include the above clause in each subcontract financed in whole or in part
with federal assistance provided by the FTA. It is further agreed that the clause shall not be
modified, except to identify the subcontractor who will be subject to its provisions.
PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS
Contractor acknowledges that the provisions of the Program Fraud Civil Remedies Act of 1986,
as amended, 31 U.S.C. §§ 3801 et seq. and U.S. DOT regulations, “Program Fraud Civil
Remedies,” 49 CFR Part 31, apply to its actions pertaining to this Contract. Upon execution of
the underlying Contract, Contractor certifies or affirms, to the best of its knowledge, the
truthfulness and accuracy of any statement it has made, it makes, it may make, or causes to me

made, pertaining to the underlying Contract or the FTA assisted project for which this Contract
Work is being performed.
In addition to other penalties that may be applicable, Contractor further acknowledges that if it
makes, or causes to be made, a false, fictitious, or fraudulent claim, statement, submission, or
certification, the Federal Government reserves the right to impose the penalties of the Program
Fraud Civil Remedies Act of 1986 on Contractor to the extent the Federal Government deems
appropriate.
Contractor also acknowledges that if it makes, or causes to me made, a false, fictitious, or
fraudulent claim, statement, submission, or certification to the Federal Government under a
contract connected with a project that is financed in whole or in part with Federal assistance
originally awarded by FTA under the authority of 49 U.S.C. § 5307, the Government reserves the
right to impose the penalties of 18 U.S.C. § 1001 and 49 U.S.C. § 5307 (n)(1) on the Contractor,
to the extent the Federal Government deems appropriate.
Contractor agrees to include the above clauses in each subcontract financed in whole or in part
with Federal assistance provided by FTA. It is further agreed that the clauses shall not be
modified, except to identify the subcontractor who will be subject to the provisions.

FEDERAL REQUIRED SIGNATURES
Offeror certifies compliance with all provisions, laws, acts, regulations, etc. as specifically noted
in the pages above. It is further acknowledged that offeror agrees to comply with all federal,
state, and local laws, rules, regulations and ordinances as applicable.
Offeror __________________________________________________________
Address __________________________________________________________
City/State/Zip __________________________________________________________
Authorized Signature __________________________________________________________
Date __________________________________________________________Vertosoft LLC1602 Village Market Blvd SE Suite 320Leesburg, VA 2017503/22/2023

ANTITRUST CERTIFICATION STATEMENTS
TEXAS GOVERNMENT CODE § 2155.005
I affirm under penalty of perjury of the laws of the State of Texas that:
(1) I am duly authorized to execute this contract on my own behalf or on behalf of the company,
corporation, firm, partnership or individual (Company) listed below;
(2) In connection with this bid, neither I nor any representative of the Company has violated any
provision of the Texas Free Enterprise and Antitrust Act, Tex. Bus. & Comm. Code Chapter 15;
(3) In connection with this bid, neither I nor any representative of the Company has violated any
federal antitrust law; and
(4) Neither I nor any representative of the Company has directly or indirectly communicated any
of the contents of this bid to a competitor of the Company or any other company, corporation,
firm, partnership or individual engaged in the same line of business as the Company.
Company Name __________________________________________________________
Address __________________________________________________________
City/State/Zip __________________________________________________________
Telephone Number __________________________________________________________
Fax Number __________________________________________________________
Email Address __________________________________________________________
Printed Name __________________________________________________________
Title __________________________________________________________
Authorized Signature __________________________________________________________Vertosoft LLCLeesburg, VA 20175Chief Technology OfficerChet Hayeschet@vertosoft.com571.707.41371602 Village Market Blvd SE Suite 320

STATE NOTICE ADDENDUM
The National Cooperative Purchasing Alliance (NCPA), on behalf of NCPA and its current and
potential participants to include all county, city, special district, local government, school district,
private K-12 school, higher education institution, state, tribal government, other government
agency, healthcare organization, nonprofit organization and all other Public Agencies located
nationally in all fifty states, issues this Request for Proposal (RFP) to result in a national
contract.
For your reference, the links below include some, but not all, of the entities included in this
proposal:
http://www.usa.gov/Agencies/State and Territories.shtml
https://www.usa.gov/local-governments

Contract With Vertosoft, LLC to Obtain and
Implement the OpenGov Permitting, Licensing &
Code Enforcement Software
Final Audit Report 2025-07-23
Created: 2025-07-23
By: Travis Dutton-Leyda (tkduttonleyda@santafenm.gov)
Status: Canceled / Declined
Transaction ID: CBJCHBCAABAAzqqo5wt7OlwERisu0be8Q2V_kr9goosH
"Contract With Vertosoft, LLC to Obtain and Implement the Ope
nGov Permitting, Licensing & Code Enforcement Software" Histo
ry
Document created by Travis Dutton-Leyda (tkduttonleyda@santafenm.gov)
2025-07-23 - 3:26:01 PM GMT- IP address: 98.97.116.171
Document emailed to HEATHER LAMBOY (hllamboy@santafenm.gov) for signature
2025-07-23 - 3:33:20 PM GMT
Document emailed to ANDREA PHILLIPS (akphillips@santafenm.gov) for signature
2025-07-23 - 3:33:21 PM GMT
Document emailed to ajhopkins@santafenm.gov ajhopkins@santafenm.gov (ajhopkins@santafenm.gov) for
signature
2025-07-23 - 3:33:21 PM GMT
Document emailed to Eric Candelaria (edcandelaria@santafenm.gov) for signature
2025-07-23 - 3:33:21 PM GMT
Document sent to JoAnn Lovato (jdlovato@santafenm.gov) and Travis Dutton-Leyda
(tkduttonleyda@santafenm.gov) for signature. One of them to sign
2025-07-23 - 3:33:22 PM GMT
Document emailed to EMILY OSTER (ekoster@santafenm.gov) for signature
2025-07-23 - 3:33:22 PM GMT
Document emailed to edmontoya1@santafenm.gov for signature
2025-07-23 - 3:33:23 PM GMT

Document e-signed by Travis Dutton-Leyda (tkduttonleyda@santafenm.gov)
Signature Date: 2025-07-23 - 3:33:49 PM GMT - Time Source: server- IP address: 98.97.116.171
Email viewed by Eric Candelaria (edcandelaria@santafenm.gov)
2025-07-23 - 3:50:47 PM GMT- IP address: 104.47.64.254
Document e-signed by Eric Candelaria (edcandelaria@santafenm.gov)
Signature Date: 2025-07-23 - 3:51:29 PM GMT - Time Source: server- IP address: 63.232.20.2
Email viewed by ajhopkins@santafenm.gov ajhopkins@santafenm.gov (ajhopkins@santafenm.gov)
2025-07-23 - 3:52:02 PM GMT- IP address: 104.47.65.254
Document declined by ajhopkins@santafenm.gov ajhopkins@santafenm.gov (ajhopkins@santafenm.gov)
Decline reason: Purchases cannot be made from object 563100 - that line is only there to pay ITT for costs they incur on behalf of other
Departments. If this is going to be paid by ITT and charged back to PLU or whoever, the ITT org/object needs to be on the memo.
2025-07-23 - 3:53:43 PM GMT- IP address: 63.232.20.2

Contract With Vertosoft, LLC to Obtain and
Implement the OpenGov Permitting, Licensing &
Code Enforcement Software
Final Audit Report 2025-07-31
Created: 2025-07-24
By: Travis Dutton-Leyda (tkduttonleyda@santafenm.gov)
Status: Signed
Transaction ID: CBJCHBCAABAAnMp2HJaqgDACA91saggc6rLu7rmqv42N
"Contract With Vertosoft, LLC to Obtain and Implement the Ope
nGov Permitting, Licensing & Code Enforcement Software" Histo
ry
Document created by Travis Dutton-Leyda (tkduttonleyda@santafenm.gov)
2025-07-24 - 5:47:02 PM GMT- IP address: 63.232.20.2
Document emailed to ajhopkins@santafenm.gov ajhopkins@santafenm.gov (ajhopkins@santafenm.gov) for
signature
2025-07-24 - 6:01:32 PM GMT
Email viewed by ajhopkins@santafenm.gov ajhopkins@santafenm.gov (ajhopkins@santafenm.gov)
2025-07-24 - 8:00:08 PM GMT- IP address: 104.47.64.254
Document e-signed by ajhopkins@santafenm.gov ajhopkins@santafenm.gov (ajhopkins@santafenm.gov)
Signature Date: 2025-07-24 - 8:00:25 PM GMT - Time Source: server- IP address: 63.232.20.2
Document emailed to HEATHER LAMBOY (hllamboy@santafenm.gov) for signature
2025-07-24 - 8:00:28 PM GMT
Email viewed by HEATHER LAMBOY (hllamboy@santafenm.gov)
2025-07-24 - 8:00:49 PM GMT- IP address: 104.47.65.254
Document e-signed by HEATHER LAMBOY (hllamboy@santafenm.gov)
Signature Date: 2025-07-24 - 8:01:09 PM GMT - Time Source: server- IP address: 63.232.20.2
Document emailed to ANDREA PHILLIPS (akphillips@santafenm.gov) for signature
2025-07-24 - 8:01:12 PM GMT

Email viewed by ANDREA PHILLIPS (akphillips@santafenm.gov)
2025-07-24 - 8:18:31 PM GMT- IP address: 104.47.64.254
Document e-signed by ANDREA PHILLIPS (akphillips@santafenm.gov)
Signature Date: 2025-07-25 - 3:58:49 PM GMT - Time Source: server- IP address: 63.232.20.2
Document emailed to EMILY OSTER (ekoster@santafenm.gov) for signature
2025-07-25 - 3:58:51 PM GMT
Email viewed by EMILY OSTER (ekoster@santafenm.gov)
2025-07-31 - 0:02:40 AM GMT- IP address: 104.47.65.254
Document e-signed by EMILY OSTER (ekoster@santafenm.gov)
Signature Date: 2025-07-31 - 0:08:20 AM GMT - Time Source: server- IP address: 63.232.20.2
Document emailed to edmontoya1@santafenm.gov for signature
2025-07-31 - 0:08:22 AM GMT
Email viewed by edmontoya1@santafenm.gov
2025-07-31 - 1:40:30 AM GMT- IP address: 104.47.65.254
Signer edmontoya1@santafenm.gov entered name at signing as Elisa D. Montoya
2025-07-31 - 1:40:46 AM GMT- IP address: 73.42.112.152
Document e-signed by Elisa D. Montoya (edmontoya1@santafenm.gov)
Signature Date: 2025-07-31 - 1:40:48 AM GMT - Time Source: server- IP address: 73.42.112.152
Agreement completed.
2025-07-31 - 1:40:48 AM GMT

Signature:Email:xivigil@santafenm.gov

Amendment_1_GB_Memo__JDM_Apr21_Updat
e_-Signed_pg._1-3
Final Audit Report 2026-05-04
Created: 2026-05-01
By: AP (aeperez@santafenm.gov)
Status: Canceled / Declined
Transaction ID: CBJCHBCAABAAp1L3qCQEoXgQ3YmmMxvz1JfhpNz8lTdL
"Amendment_1_GB_Memo__JDM_Apr21_Update_-Signed_pg._
1-3" History
Document digitally presigned by Adobe Acrobat Sign (acrobat-sign-certified@adobe.com)
2025-08-18 - 6:41:40 PM GMT- IP address: 50.228.218.220
Document created by ALYSSA PEREZ (aeperez@santafenm.gov)
2026-05-01 - 8:04:47 PM GMT- IP address: 50.228.218.220
Document emailed to ALYSSA PEREZ (aeperez@santafenm.gov) for filling
2026-05-01 - 8:11:56 PM GMT
Signer ALYSSA PEREZ (aeperez@santafenm.gov) entered name at signing as AP
2026-05-01 - 8:12:38 PM GMT- IP address: 50.228.218.220
Form filled by AP (aeperez@santafenm.gov)
Form filling Date: 2026-05-01 - 8:12:40 PM GMT - Time Source: server- IP address: 50.228.218.220
Document emailed to Andrew Hopkins (ajhopkins@santafenm.gov) for signature
2026-05-01 - 8:12:44 PM GMT
Email viewed by Andrew Hopkins (ajhopkins@santafenm.gov)
2026-05-01 - 11:58:35 PM GMT- IP address: 104.47.65.254
Document e-signed by Andrew Hopkins (ajhopkins@santafenm.gov)
Signature Date: 2026-05-02 - 0:00:00 AM GMT - Time Source: server- IP address: 63.232.20.2
Document emailed to Eric Candelaria (edcandelaria@santafenm.gov) for signature
2026-05-02 - 0:00:05 AM GMT
Email viewed by Eric Candelaria (edcandelaria@santafenm.gov)
2026-05-04 - 4:32:16 PM GMT- IP address: 104.47.64.254

Document canceled by AP (aeperez@santafenm.gov)
Cancel reason: incorrect signatures
2026-05-04 - 9:07:19 PM GMT- IP address: 50.228.218.220

Amendment_1_GB_Memo__JDM_Apr21_Updat
e_-Signed_pg._1-3 (1)
Final Audit Report 2026-05-22
Created: 2026-05-04
By: ALYSSA PEREZ (aeperez@santafenm.gov)
Status: Signed
Transaction ID: CBJCHBCAABAA6WgD7XX4q3JfbtNuUNHdRNPhQZGW8h9Y
"Amendment_1_GB_Memo__JDM_Apr21_Update_-Signed_pg._
1-3 (1)" History
Document digitally presigned by Adobe Acrobat Sign (acrobat-sign-certified@adobe.com)
2025-08-18 - 6:41:40 PM GMT- IP address: 50.228.218.220
Document created by ALYSSA PEREZ (aeperez@santafenm.gov)
2026-05-04 - 9:09:44 PM GMT- IP address: 50.228.218.220
Document sent to JoAnn Lovato (jdlovato@santafenm.gov) and Travis Dutton-Leyda
(tkduttonleyda@santafenm.gov) for signature. One of them to sign
2026-05-04 - 9:14:28 PM GMT
Email viewed by Travis Dutton-Leyda (tkduttonleyda@santafenm.gov)
2026-05-04 - 9:42:53 PM GMT- IP address: 63.232.20.2
Email viewed by JoAnn Lovato (jdlovato@santafenm.gov)
2026-05-05 - 9:34:16 PM GMT- IP address: 63.232.20.2
Document e-signed by Travis Dutton-Leyda (tkduttonleyda@santafenm.gov)
Signature Date: 2026-05-06 - 5:25:23 PM GMT - Time Source: server- IP address: 63.232.20.2 - Signature Appearance Selected: IMAGE
Document emailed to ANDREA PHILLIPS (akphillips@santafenm.gov) for signature
2026-05-06 - 5:25:27 PM GMT
Document e-signed by ANDREA PHILLIPS (akphillips@santafenm.gov)
Signature Date: 2026-05-22 - 3:51:00 PM GMT - Time Source: server- IP address: 63.232.20.2 - Signature Appearance Selected: DRAW
Agreement completed.
2026-05-22 - 3:51:00 PM GMT

Amendment_1_GB_Memo__JDM_Apr21_Updat
e_-Signed_pg._1-3 (1)_encrypted_
Final Audit Report 2026-05-26
Created: 2026-05-26
By: Amanda Britt (apbritt@santafenm.gov)
Status: Signed
Transaction ID: CBJCHBCAABAAF8dAzBcXzF4F406mRVT3pmQpM2xiY5Yr
"Amendment_1_GB_Memo__JDM_Apr21_Update_-Signed_pg._
1-3 (1)_encrypted_" History
Document digitally presigned by Adobe Acrobat Sign (acrobat-sign-certified@adobe.com)
2025-08-18 - 6:41:40 PM GMT- IP address: 63.232.20.2
Document created by Amanda Britt (apbritt@santafenm.gov)
2026-05-26 - 2:24:27 PM GMT- IP address: 63.232.20.2
Document emailed to Eric Candelaria (edcandelaria@santafenm.gov) for signature
2026-05-26 - 2:28:18 PM GMT
Email viewed by Eric Candelaria (edcandelaria@santafenm.gov)
2026-05-26 - 4:34:07 PM GMT- IP address: 104.47.64.254
Document e-signed by Eric Candelaria (edcandelaria@santafenm.gov)
Signature Date: 2026-05-26 - 4:35:01 PM GMT - Time Source: server- IP address: 63.232.20.2 - Signature Appearance Selected: DRAW
Agreement completed.
2026-05-26 - 4:35:01 PM GMT