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Smart Compliance 2022 & 20231/6/23, 10:34 AM JBKnowledge Products and Services SCHEDULE 6 : LICENSE FEE SCHEDULE (Sales Tax charged where applicable) Definitions: Insured: An active insured is an entity (like a company or person) that is required to submit documents (like certificates of insurance) for compliance purposes to SCI Insured per year: SCI charges an annual fee per active insured per license year for its compliance services Insured per project per year: When an active Insured is assigned to one or more projects that has requirement groups, SCI charges the per -unit rate for each project the insured is assigned to. If an insured is on 3 projects, SCI charges 3 units for that insured because we collect from them 3 times. All of these are billed per license year. Insureds - Full Service Compliance services for 275 insureds per project/year or per insured/year if no projects used. U Any overage will be invoiced at $20 / insured. $5,500.00 Sub Total $5,500.00 Total $5,500.00 https://secure.jbknowledge.com//External/Signup.aspx?S%=%C+ZEgmX70cbKvJNsZRi5kA==&Q%=%Zb5x9rHts7hjZYGkuiBEJQ==&P%=%HLptcnrDRZg4D0007cV5GA==&email=lmcginley@laguintaca.gov 1/1 From: Crystal Lopez <crystal.lopez@smartcompliance.co> Sent: Friday, January 6, 2023 9:57 AM To: Laurie McGinley Subject: Re: SmartCompliance - Update Hi Laurie, Thanks for the response. The pricing is accurate I have sent over an updated quote as Zach is no longer with the company. Please let me know what else you need from me to move forward on this. La Quinta, CA - SmartCompliance License - Full Service Best, Crystal Lopez Business Development Manager p: 979-326-6526 e: crystal.lopez@smartcompliance.co w: smartcompliance.co From: Laurie McGinley <Imcginley@laquintaca.gov> Sent: Friday, January 6, 2023 11:34 AM To: Crystal Lopez <crystal.lopez@smartcompliance.co> Subject: RE: SmartCompliance - Update Hi Crystal, Thank you for reaching out! We are actually just circling back to this project after the new year. I have attached the pricing we received from Zachary back in September. Can you please confirm if this pricing is still accurate, or if the pricing has changed, can you please send updated costs? Thank you so much! Laurie McGinley I Deputy City Clerk City Clerk's Office City of La Quinta 78495 Calle Tampico La Quinta, CA 92253 Ph. 760.777.7123 Imcginley@laquintaca.gov www.laquintaca.gov 1 From: Crystal Lopez <crystal.lopez@smartcompliance.co> Sent: Friday, January 6, 2023 9:15 AM To: Laurie McGinley <Imcginley@laquintaca.gov> Subject: SmartCompliance - Update EXTERNAL: This message originated outside of the City of La Quinta. Please use proper judgement and caution when opening attachments, clicking links or responding to requests for information. Hi Laurie, I gave you a call but was unable to connect with you. I am reaching out to see if you are still interested in tracking certificates with SmartCompliance. The start if the year is here and we are cleaning out our systems. Please reach out, so that we can discuss the next steps. If I don't hear back from you, I will go ahead and close this out on my end. I look forward to hearing back from you! Book with Crystal Best, Crystal Lopez Business Development Manager Sales I SmartCompliance 1 1 O 9793206526 ❑ crystal.lopez@smartcompliance.co ❑ www.smartcompliance.co ❑ 110 North Bryan Ave 2 From: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Sent: Monday, September 26, 2022 7:48 PM To: Laurie McGinley Subject: Re: SmartCompliance Request for Quote EXTERNAL: This message originated outside of the City of La Quinta. Please use proper judgement and caution when opening attachments, clicking links or responding to requests for information. Laurie, Awesome, I've got our two quotes for you below! Our Full -Service is simply priced at $20.00 per vendor per year, I've reflected the 275 number in the quote below. Our Self -Service includes up to 500, so there would be plenty of room to add more without the price increasing at all. Let me know if you have any questions about them. Did I owe you any other details as well? Here is your Full -Service Quote Here is your Self -Service Quote All the best, Zachary Thornburg Business Development Manager phone: 979-314-9799 email: Zachary.Thornburg@smartcompliance.co SN{AMILCAMPLIANCE" From: Laurie McGinley <Imcginley@laquintaca.gov> Sent: Monday, September 26, 2022 9:41 PM To: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Subject: Re: SmartCompliance Request for Quote No worries! If you can quote for 250; 275; and 300 that would be perfect! Thank you! Get Outlook for iOS From: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Sent: Monday, September 26, 2022 6:33:25 PM To: Laurie McGinley <Imcginley@laquintaca.gov> Subject: Re: SmartCompliance Request for Quote 1 EXTERNAL: This message originated outside of the City of La Quinta. Please use proper judgement and caution when opening attachments, clicking links or responding to requests for information. Good Afternoon Laurie, I apologize for this! Roughly how many vendors did you need us to quote for again? All the best, Zachary Thornburg Business Development Manager phone: 979-314-9799 email: Zachary.Thornburg@smartcompliance.co SMAIiTalcoMPLIANCE' From: Laurie McGinley <Imcginley@laquintaca.gov> Sent: Monday, September 26, 2022 8:23 PM To: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Subject: RE: SmartCompliance Request for Quote Hi Zachary, I never received the pricing from you after our zoom meeting last week. Can you please send that over so I can review with our Clerk? Thank you! i RINI Laurie McGinley I Deputy City Clerk City Clerk's Office City of La Quinta 78495 Calle Tampico ° La Quinta, CA 92253 Ph. 760.777.7123 Imcginley@laquintaca.gov www.laquintaca.gov From: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Sent: Monday, September 12, 2022 2:50 PM To: Laurie McGinley <Imcginley@laquintaca.gov> Subject: Re: SmartCompliance Request for Quote EXTERNAL: This message originated outside of the City of La Quinta. Please use proper judgement and caution when opening attachments, clicking links or responding to requests for information. Laurie, 2 Works for me! Just sent over a calendar invite. Let me know if anything comes up before then. All the best, Zachary Thornburg Business Development Manager phone: 979-314-9799 email: Zachary.Thornburg@smartcompliance.co COMPLIANCE' From: Laurie McGinley <Imcginley@laquintaca.gov> Sent: Monday, September 12, 2022 1:24 PM To: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Subject: RE: SmartCompliance Request for Quote Awesome- If we can do 11:OOam PST that would be great! Laurie McGinley I Deputy City Clerk City Clerk's Office City of La Quinta 78495 Calle Tampico ° La Quinta, CA 92253 Ph. 760.777.7123 Imcginley@laquintaca.gov www.laquintaca.gov From: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Sent: Monday, September 12, 2022 11:22 AM To: Laurie McGinley <Imcginley@laquintaca.gov> Subject: Re: SmartCompliance Request for Quote EXTERNAL: This message originated outside of the City of La Quinta. Please use proper judgement and caution when opening attachments, clicking links or responding to requests for information. Laurie, For sure! I am currently available anytime after 10:00 AM PST - what time works best for you? For this phone call, I'd really like to be able to understand your priorities as you evaluate tools and where best you think software like ours fits into your organization if that works for you. All the best, 3 Zachary Thornburg Business Development Manager phone: 979-314-9799 email: Zachary.Thornburg@smartcompliance.co COMPLIANCE From: Laurie McGinley <Imcginley@laquintaca.gov> Sent: Monday, September 12, 2022 1:15 PM To: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Subject: RE: SmartCompliance Request for Quote Thank you for the quick reply, Zachary! I will be away at a training tomorrow - Friday. Do you have time available next Thursday 9/22 that we can schedule a quick meeting or phone call? Thanks again! Laurie McGinley I Deputy City Clerk City Clerk's Office City of La Quinta 78495 Calle Tampico ° La Quinta, CA 92253 Ph. 760.777.7123 Imcginley@laquintaca.gov www.laquintaca.gov From: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Sent: Monday, September 12, 2022 10:15 AM To: Laurie McGinley <Imcginley@laquintaca.gov> Subject: SmartCompliance Request for Quote EXTERNAL: This message originated outside of the City of La Quinta. Please use proper judgement and caution when opening attachments, clicking links or responding to requests for information. Good Morning Laurie, I received a request for a quote from your today looking for pricing on our Full -Service Compliance management service for around 250-300 vendors. That would be a rough estimate of $6000 for the yearly fees - no additional fees. Want to schedule a time later this week or next week to discuss your evaluation and some of your criteria? All the best, 4 Zachary Thornburg Business Development Manager phone: 979-314-9799 email: Zachary.Thornburg@smartcompliance.co SINARTS000MRLIANt.E 5 11/3/22, 3:33 PM JBKnowledge Products and Services SCHEDULE 6 : LICENSE FEE SCHEDULE (Sales Tax charged where applicable) Definitions: Insured: An active insured is an entity (like a company or person) that is required to submit documents (like certificates of insurance) for compliance purposes to SCI Insured per year: SCI charges an annual fee per active insured per license year for its compliance services Insured per project per year: When an active Insured is assigned to one or more projects that has requirement groups, SCI charges the per -unit rate for each project the insured is assigned to. If an insured is on 3 projects, SCI charges 3 units for that insured because we collect from them 3 times. All of these are billed per license year. Insureds - Full Service Compliance services for 275 insureds per project/year or per insured/year if no projects used. U Sub Total Total $5,500.00 $5,500.00 $5,500.00 https://secure.jbknowledge.com//External/Signup.aspx?S%=%C+ZEgmX7ocbKvJNsZRi5kA==&Q%=%PxkG3KfHxSk33Q8ZIrJ2BA==&P%=%HLptcnrDRZg4D0007cV5GA==&email=lmcginley@laquintaca.gov 1/1 11/3/22, 3:35 PM JBKnowledge Products and Services SCHEDULE 6 : LICENSE FEE SCHEDULE (Sales Tax charged where applicable) Definitions - Insured: An active insured is an entity (like a company or person) that is required to submit documents (like certificates of insurance) for compliance purposes to SCI Insured per year: SCI charges an annual fee per active insured per license year for its compliance services Insureds - Self Service Compliance software (no services) for 500 insureds/year. $3,000.00 Setup Fee and Training One-time Setup Fee and Training Fee $1,000.00 Sub Total $4,000.00 Total $4,000.00 Billing Information / Signature Terms and Conditions First Name Last Name Laurie Address McGinley 78-495 Calle Tampico City State La Qu i nta Zip Code California 92253 Email Imcginley@laquintaca.gov Download SmartCompliance Software as a Service Subscription Agreement (Self Service) THIS SOFTWARE AS A SERVICE ("SAAS") SUBSCRIPTION AGREEMENT IS ENTERED INTO BY AND BETWEEN SMARTCOMPLIANCE, INC. A TEXAS CORPORATION, (HEREINAFTER "SCI" or "SMARTCOMPLIANCE") AND THE LEGAL ENTITY ELECTRONICALLY ACCEPTING THIS AGREEMENT, IDENTIFIED BELOW, IN AN ORDER FORM, SOW OR OTHER WRITTEN AGREEMENT BETWEEN THE PARTIES WHICH INCORPORATES THIS AGREEMENT. PLEASE READ THIS SOFTWARE AS A SERVICE TERMS OF SERVICE CAREFULLY BEFORE CLICKING THE "I AGREE" BUTTON OR ACCESSING OR USING SERVICES. THESE TERMS OF SERVICE, TOGETHER WITH THE ORDER FORM(S) OR STATEMENTS OF WORK (EACH A "SOW") THAT REFERENCE THESE TERMS OF SERVICE (COLLECTIVELY, THE "AGREEMENT") CONSTITUTE A LEGALLY BINDING AGREEMENT GOVERNING THE TERMS AND CONDITIONS PURSUANT TO WHICH YOU MAY USE ACCESS AND USE THE SERVICES (AS DEFINED BELOW). BY CLICKING "I AGREE" OR ACCESSING OR USING THE SERVICES, THE INDIVIDUAL OR ENTITY USING THE SERVICES ("LICENSEE" or "CUSTOMER") AGREES TO BE BOUND BY AND BECOME A PARTY TO THIS AGREEMENT. IF LICENSEE DOES NOT AGREE TO ALL OF THE TERMS OF THIS AGREEMENT, LICENSEE MUST NOT USE OR ACCESS THE SERVICES. LICENSEE REPRESENTS I have read and agree to the Terms and Conditions. Accept Agreement https://secure.jbknowledge.com//External/Signup.aspx?S%=%C+ZEgrnX70cbKvJNsZRi5kA==&Q%=%xuxvQ+ypVLow3YCFQUg6Lg==&P%=%HLptcnrDRZg4D0007cV5GA==&email=Imcginley@laguintaca.gov 1/1 From: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Sent: Monday, September 26, 2022 7:48 PM To: Laurie McGinley Subject: Re: SmartCompliance Request for Quote Categories: Follow up EXTERNAL: This message originated outside of the City of La Quinta. Please use proper judgement and caution when opening attachments, clicking links or responding to requests for information. Laurie, Awesome, I've got our two quotes for you below! Our Full -Service is simply priced at $20.00 per vendor per year, I've reflected the 275 number in the quote below. Our Self -Service includes up to 500, so there would be plenty of room to add more without the price increasing at all. Let me know if you have any questions about them. Did I owe you any other details as well? Here is your Full -Service Quote Here is your Self -Service Quote All the best, Zachary Thornburg Business Development Manager phone: 979-314-9799 email: Zachary.Thornburg@smartcompliance.co SMARTB9COMPLIANCE From: Laurie McGinley <Imcginley@laquintaca.gov> Sent: Monday, September 26, 2022 9:41 PM To: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Subject: Re: SmartCompliance Request for Quote No worries! If you can quote for 250; 275; and 300 that would be perfect! Thank you! Get Outlook for iOS From: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Sent: Monday, September 26, 2022 6:33:25 PM 1 To: Laurie McGinley <Imcginley@laquintaca.gov> Subject: Re: SmartCompliance Request for Quote EXTERNAL: This message originated outside of the City of La Quinta. Please use proper judgement and caution when opening attachments, clicking links or responding to requests for information. Good Afternoon Laurie, I apologize for this! Roughly how many vendors did you need us to quote for again? All the best, Zachary Thornburg Business Development Manager phone: 979-314-9799 email: Zachary.Thornburg@smartcompliance.co SNIART&COMPLIANCE" From: Laurie McGinley <Imcginley@laquintaca.gov> Sent: Monday, September 26, 2022 8:23 PM To: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Subject: RE: SmartCompliance Request for Quote Hi Zachary, I never received the pricing from you after our zoom meeting last week. Can you please send that over so I can review with our Clerk? Thank you! Laurie McGinley I Deputy City Clerk City Clerk's Office City of La Quinta 78495 Calle Tampico ° La Quinta, CA 92253 Ph. 760.777.7123 Imcginley@laquintaca.gov www.laquintaca.gov From: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Sent: Monday, September 12, 2022 2:50 PM To: Laurie McGinley <Imcginley@laquintaca.gov> Subject: Re: SmartCompliance Request for Quote 2 EXTERNAL: This message originated outside of the City of La Quinta. Please use proper judgement and caution when opening attachments, clicking links or responding to requests for information. Laurie, Works for me! Just sent over a calendar invite. Let me know if anything comes up before then. All the best, Zachary Thornburg Business Development Manager phone: 979-314-9799 email: Zachary.Thornburg@smartcompliance.co SMART COMPLIANCE From: Laurie McGinley <Imcginley@laquintaca.gov> Sent: Monday, September 12, 2022 1:24 PM To: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Subject: RE: SmartCompliance Request for Quote Awesome- If we can do 11:OOam PST that would be great! Laurie McGinley I Deputy City Clerk City Clerk's Office City of La Quinta 78495 Calle Tampico ° La Quinta, CA 92253 Ph. 760.777.7123 Imcginley@laquintaca.gov www.laquintaca.gov 4i From: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Sent: Monday, September 12, 2022 11:22 AM To: Laurie McGinley <Imcginley@laquintaca.gov> Subject: Re: SmartCompliance Request for Quote EXTERNAL: This message originated outside of the City of La Quinta. Please use proper judgement and caution when opening attachments, clicking links or responding to requests for information. Laurie, For sure! I am currently available anytime after 10:00 AM PST - what time works best for you? 3 For this phone call, I'd really like to be able to understand your priorities as you evaluate tools and where best you think software like ours fits into your organization if that works for you. All the best, Zachary Thornburg Business Development Manager phone: 979-314-9799 email: Zachary.Thornburg@smartcompliance.co COMPLIANCE' From: Laurie McGinley <Imcginley@laquintaca.gov> Sent: Monday, September 12, 2022 1:15 PM To: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Subject: RE: SmartCompliance Request for Quote Thank you for the quick reply, Zachary! I will be away at a training tomorrow - Friday. Do you have time available next Thursday 9/22 that we can schedule a quick meeting or phone call? Thanks again! Laurie McGinley I Deputy City Clerk City Clerk's Office City of La Quinta 78495 Calle Tampico ° La Quinta, CA 92253 Ph. 760.777.7123 Imcginley@laquintaca.gov www.laquintaca.gov From: Zachary Thornburg <Zachary.thornburg@smartcompliance.co> Sent: Monday, September 12, 2022 10:15 AM To: Laurie McGinley <Imcginley@laquintaca.gov> Subject: SmartCompliance Request for Quote EXTERNAL: This message originated outside of the City of La Quinta. Please use proper judgement and caution when opening attachments, clicking links or responding to requests for information. Good Morning Laurie, I received a request for a quote from your today looking for pricing on our Full -Service Compliance management service for around 250-300 vendors. That would be a rough estimate of $6000 for the yearly fees - no additional fees. 4 Want to schedule a time later this week or next week to discuss your evaluation and some of your criteria? All the best, Zachary Thornburg Business Development Manager phone: 979-314-9799 email: Zachary.Thornburg@smartcompliance.co COMPLIANCE 5