HomeMy WebLinkAboutResolutions - 2021.04.29 - 34352MISCELLANEOUS RESOLUTION #21144 April 29, 2021
BY: Commissioner Gwen Markham, Chairperson, Finance Committee
IN RE: INFORMATION TECHNOLOGY — APPROVAL OF ELAVON INC. #004741 CONTRACT
EXTENSION THROUGH 2O22
To the Oakland County Board of Commissioners
Chairperson, Ladies and Gentlemen;
WHEREAS Oakland County currently uses the software from Elavon Inc. for credit card processing; and
WHEREAS Oakland County has conducted bids in the past to replace the technology and has found the
cost of switching to be cost -prohibitive at this time; and
WHEREAS the current Contract #004764 with Elavon Inc. (vendor) was executed on 05/01/2016, and
expires on 04/30/2021. The Departments of Information Technology and Purchasing have negotiated a
one-year extension with Elavon Inc. at a cost of $1,350,000 per year bringing the contract "not to exceed"
amount to $5,820,000; and
WHEREAS the Purchasing Terms and Conditions in Section 2400.6 Duration of Contracts and under
Procedure states "The Board of Commissioners shall approve contracts beyond five years."
NOW THEREFORE BE IT RESOLVED that the Oakland County Board of Commissioners approves the 1-
year contract extension with Elavon Inc. through April 30, 2022.
BE IT FURTHER RESOLVED that a budget amendment is not required as there is sufficient funding within
Information Technology's FY 2021 — FY 2023 operating budget to cover the cost of the expenditure.
Chairperson, on behalf of the Finance Committee, I move the adoption of the foregoing resolution.
4c,
Commissioner Gwen Markham, District #9
Chairperson, Finance Committee
FINANCE COMMITTEE VOTE:
Motion carried on a roll call vote with Charles absent.
(rl
COUNTY MICHIGAN OAKLANDCOUNTY EXECUTIVE DAVID COULTER
INFORMATION TECHNOLOGY Michael R. Timm, Director
TO: OAKLAND COUNTY BOARD OF COMMISSIONERS
FROM: MICHAEL R TIMM, DIRECTOR
SUBJECT: ELAVON SERVICES
About Elavon:
• Elavon is the 5`h largest global payment provider in the world and is backed by U.S. Bank, the 5'h
largest commercial bank in the United States
0 2 million customers in over 30 countries
o A+ rating from the Better Business Bureau in the U.S. and Canada
o 5 billion global annual transactions valued at nearly $450 billion around the world per year
• Elavon is an eCommerce merchant vendor that provides credit card services to Oakland County's
eCommerce technology platform and Departments
• Elavon allows Oakland County and other agencies to accept Visa, MasterCard, Discover and
American Express at the counter and online through various Oakland County applications
How Elavon Is Used at Oakland County:
• Elavon is the credit card processor that provides credit card transactions between our encrypted
gateway provider, PayPal and Oakland County's technology and PCI (Payment Card Industry)
environment
• We leverage Elavon's relationship to reduce Oakland County's exposure to regulatory and legal
concerns with payment transactions related to PCI
• Elavon has been an integral component of the eCommerce technology ecosystem for nearly two
decades
• Oakland County's contract with Elavon has been long standing. The Contract and Terms of
Service go back to 2006.
• The Elavon contract is utilized by Oakland County in several ways:
o Oakland County Departments will use the contract for credit card services directly for their
Departments at the counter
o Oakland County I.T. Department uses the contract to build the eCommerce system into
Oakland County applications, allowing Departments and government agencies to take
payments online with each Departments application. For example: Pay Delinquent Taxes,
Vital Records, Court Explorer, Property Gateway, Clemis, etc.
BUILDING 49W 11200 N TELEGRAPH RD DEPT421 I PONTIAC, M148341-0421 1 Fax (248) 858-5130
Phone (248) 858-0810 1 www.oakgov.com
,4
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COUNTY MICHIGAN OAKLAND COUNTY EXECUTIVE DAVID COULTER
INFORMATION TECHNOLOGY
Michael R. Timm, Director
eCommerce Technology:
• The Elavon technology has been integrated into the Oakland County eCommerce platform for
nearly two decades
• The estimate to replace the current merchant provider is approximately between $500,000 -
$1,000,000 and would take approximately 2 years to replace
Elavon Invoiced Costs:
• A majority of Elavon's invoiced costs are passed through to the credit card companies: Visa,
MasterCard, Discover and American Express
o For example: For the year 2020, Elavon's revenue from Oakland County's total invoice
was approximately $136,167
• Elavon charges Oakland County $0.08 per transaction and .08% processing rate
• The 2020 invoiced amount for Elavon was $1,224,254
• Elavon's yearly invoices are estimated into the I.T. budget
BUILDING 49W 1 1200 N TELEGRAPH RD DEPT421 I PONTIAC, MI 48341-0421 1 Fax (248) 858-5130
Phone (248) 858-0810 1 www.oakgov.com
L. BROOKS PATTERSON - OAKLAND COUNTY EXECUTIVE
q OT
,aR OAKLAND COUNTY
°•40� T, PURCHASING DIVISION
Building 41 West
ce Rd.
Tax Exempt ID: 38-6004876
Line # Item Number Item/Descriotion
CONTRACT
Dispatch via Print
Contract ID
Page
0000000000000000000004741
1 of 1
Contract Dates
F.O.B. Terms
05/01/2016 to 04/30/2021
DEST NET 30
Buyer Phone
Email
Richard Brower 248/858-5483
browerr(au)oakgov.com
Description:
Contract Maximum
Credit Card Processing - NPC
30,000.00
1 000000000000037555 Provide products and services to merchants
that utilize Evalon, its affiliates or
subsidiaries for financial transaction
processing of credit cards, debit cards and
other payment devices.
2016/08/08 CJB
NPC Contract Finalized
2019/05/20 AEC
CO 01
Extend the contract expiration date from 4/30/2019 to 4/30/2021
VendorlD 0000020354
Phone: 678/731-5865
Fax: 865/403-5947
Cateeory Co
CR➢RI�I�Z�P7
Joseph Williams
joseph.williams@elavon.com
Authorized Signature
Item UOM Contract Price
EA 1.00
004741
THIRD PARTY AGENT AGREEMENT
THIS THIRD PARTY AGENT AGREEMENT, together with the Third Party Agent Agreement Terms and Conditions (the
"Terms and Conditions") and all Schedules and Exhibits identified as applicable below, is entered into as of the Effective Date
among Elavon, Inc. ("Elavon"), the entity identified below as Member ("Member") and the Third Party Agent whosename and
address appears below ("Agent").
Agent desires to provide products and/or services to merchants that utilize Elavon, its affiliates or subsidiaries (hereafter, each
an "Elavon Company") for financial transaction processing of credit cards, debit cards and other Payment Devices
("Merchants") including such cards as are issued for acceptance on the payment networks operated by Visa, Inc. ("Visa"),
MasterCard International Incorporated ("MasterCard"), and other Payment Network operators. These products and/or services
include only those listed on Exhibit 1 (the "Products and/or Services"). In order to provide the Products and/or Services to
Merchants, Agent must be registered by Member with certain Payment Networks and may require access to certain technical
specifications related to the Elavon Network that are confidential and proprietary to Elavon. Elavon and Member are willing to
register Agent with applicable Payment Networks and to provide Agent with access to, and a license to use, the Elavon
technical specifications in consideration of Agent's agreement to the terms set forth herein.
This Agreement and the relationship among Elavon, Member and Agent created hereby are governed by the Terms and
Conditions and each of the Schedules and Exhibits indicated below, which, as updated from time to time, can be found at
www.tellmemore.elavon.com/registration .and which are incorporated herein and made a part of the Agreement by this
reference.
N Terms and Conditions —Apply in all Agents,
NSchedule A — Applies to any Agent that stores; processes or otherwise handles Cardholder or Transaction data in its
provision of Products or Services to Merchants, including: (i) a Member Service Provider (non -ISO)
including where applicable a Data Storage Entity and/or a Third Party Processor (as such terms are defined
by MasterCard); and (ii) a Third Party Agent (non -ISO) including where applicable a Third Party Servicer
and/or a Merchant Servicer (as such terms are defined by Visa).
N Exhibit 1— Agent Products and/or Services
N Exhibit 2 —Fees, E&O Insurance Level
This Agreement shall commence on the Effective Date and continue in full force and effect for three (3) years, unless otherwise
terminated in accordance with the terms hereof (the "Initial Term"). Thereafter, this Agreement shall automatically renew for
successive terms of one (1) year each, unless otherwise terminated in accordance with the terms hereof (each a "Renewal
Term").
IN WITNESS WHEREOF, the parties hereto have executed the Agreement.
The Countv of Oakland
-AGE �i iT*N. Guzzy
By:
Name- Scott Guzzv
Title. PurehasinciAdministrator
Agent Address for Notices:
Oakland CountvComDliance
2100 Pontiac Lake Rd Blda 41 West
ELAVON, INC.
Cara D-. Melevzer
By; Cara rl. W.;ym (Aug 4, hT1
Name: CaraDMelenvzer
Title- Deouty General Counsel
("Effective Date")
MEMBER
Cara D. Melel7yzer
By:
Name, Cara D. Melenvzer
Waterford, MI48328 Titic; Vice President.
Elavon Third Party Agent Agreement Terms and Conditions FINAL (v 3.13)
THIRD PARTY AGENT AGREEMENT —TERMS AND CONDITIONS
1. DEFINITIONS; RULES OF CONSTRUCTION
(a) Definitions. Capitalized terms used in this
Agreement and in any applicable Schedule or
Exhibit to this Agreement shall have the meanings
ascribed below or elsewhere in this Agreement.
"Agreement" shall mean the Third Party Agent
Agreement, including the Terms and
Conditions and all Schedules and Exhibits
incorporated by reference therein.
"Payment Network" shall mean any credit card
association, electronic funds transfer network
or electronic check association, governmental
agency or authority and any other entity or
association that issues or sponsors a Payment
Device.
"Payment Device" shall mean any device or
method used for the purpose of obtaining credit
or debiting a designated account including a
credit card, debit card, and any other financial
transaction device or method.
References herein to "Elavon" shall, where the
context requires, include reference to Elavon
Canada Company, an affiliate of Elavon providing
financial transaction processing services in Canada.
(b) Rules of Construction. Captions in this Agreement
and in the attached Schedules and Exhibits are for
convenience only and do not constitute a limitation
of the terms in this Agreement. Singular terms shall
include the plural, and vice versa, unless the context
otherwise requires. The word "day" shall mean
"calendar day" unless specifically stated otherwise.
Reference in this Agreement to "include" and
"including" are meant to be inclusive and shall be
deemed to mean "include without limitation" or
"including without limitation."
2. TERM AND TERMINATION
(a) This Agreement shall have the Initial Term and
Renewal Terms set forth on the first page hereof.
(b) Elavon or Member may terminate this Agreement
immediately upon the occurrence of any of the
following:
(i) A breach of any term or condition of this
Agreement by Agent that remains uncured for
thirty (30) days following notice by Elavon to
Agent of such breach, provided that no notice
or cure period shall be required where to do so
would, in Elavon's sole reasonable discretion,
cause Elavon or its employees, agents or
affiliates, or any Payment Network continued
or additional material financial, regulatory or
legal risk. Further, and for avoidance of doubt,
where Agent's breach is the result solely of
noncompliance with Payment Network Rules,
Elavon shall not unreasonably deny Agent any
period afforded in turn by the Payment
Network to cure the breach;
(ii) The termination of the agreements between
Agent and all Merchants;
(iii) The loss by Agent of required registration or
certification of Visa, MasterCard or any other
Payment Network, including such loss due to
any act or omission of Elavon or Member or as
may be required by Visa, MasterCard or any
other Payment Network;
(iv) The loss of the ability of all Merchants that use
Agent's Products and/or Services to accept
Payment Devices for transactions;
(v) If Agent (A) becomes insolvent, (B) suffers or
permits the appointment of a receiver for its
business or assets, (C) becomes subject to any
involuntary proceeding under the bankruptcy or
insolvency laws of any jurisdiction or any
proceeding relating to the protection of the
rights of creditors, which proceeding is not
dismissed within ninety (90) days, or (D)
makes a general assignment for the benefit of
creditors, or avails itself of any proceeding
under the bankruptcy laws of any jurisdiction or
any proceeding relating to the protection of the
rights of creditors; or
(vi) In the event Elavon, in its sole reasonable
discretion, determines that Agent has conducted
itself in such a manner that Agent has created a
material and unacceptable reputational,
financial or operational risk to Elavon.
(c) Elavon, Member or Agent may terminate this
Agreement without cause at the end of the Initial
Term or any Renewal Term by providing the other
parties with written notice of termination at least
ninety (90) days prior to the end of such term.
(d) Upon any termination of this Agreement, at
Elavon's reasonable request, Agent shall cooperate
with Elavon in transferring those Merchants no
longer using, or wishing to use Agent's Products
and/or Services to other service providers, and
Agent shall make available to Elavon all
information Agent possesses regarding such
Merchants in such form as Elavon may reasonably
request, together with adequate instructions
concerning the format and means of accessing that
information. The requirements of this Section 2(d)
shall not apply to any Merchants that were
customers of Agent prior to the Effective Date.
3. CONFIDENTIALITY
Elavon'rhird Party Agent Agreement Terms and Conditions FINAL (v 3 13)
(a) in connection with the performance of this
(c)
Immediately upon request of the Disclosing Party,
Agreement (including, in the case of Agent, in the
the Receiving Party will promptly return to the
performance of any Product and/or Service), each
Disclosing Party (or destroy and certify to the
party hereto may (as "Receiving Party") receive,
Disclosing Party as to the destruction of) all copies
directly or from third parties, certain oral and
of Confidential Information in its possession, and
written information relating to the business of the
the Receiving Party will destroy all copies of any
other party (as "Disclosing Party") which is
analyses, compilations, and studies or other
otherwise proprietary or confidential to the
documents prepared by the Receiving party or for
Disclosing Party, including but not limited to
its use containing or reflecting, or developed with
technical specifications and source code
respect to, any Trade Secret or Confidential
(collectively "Confidential Information").
Information. Save for where otherwise provided for
Confidential Information shall not include
at Section 3(a) of this Agreement, Receiving Party
information which the Receiving Party can show: (i)
understands and aclalowledges that the Disclosing
was already known by the Receiving Party without
Party is not making, nor will it make at the time of
fault on its part at the time of execution of this
the disclosure of any Trade Secret or Confidential
Agreement; (ii) becomes publicly known through no
Information, any representation or warranty, express
act or fault of the Receiving Party; (iii) was lawfully
or implied, as to the accuracy or completeness of
disclosed to the Receiving Party by a third party
such Trade Secret or Confidential Information, and
having the independent right to disclose such
neither the Disclosing Party nor any of its officers,
information at the time of such disclosure; and (iv)
directors, employees, stockholders, owners,
is separately developed by the Receiving Party
affiliates, agents or representatives will have any
without reference to the Confidential Information.
liability to the Receiving Party or any other person
(b) The Confidential Information will be used solely
resulting from the use of any Trade Secret or
and exclusively in connection with the performance
Confidential Information.
of this Agreement, and save for where otherwise
(d)
The Receiving Party agrees that remedies at law for
provided by Section 2(d) herein upon termination of
any actual or threatened breach by it of the
this Agreement, not in any way materially
covenants contained in this Section 3(a)-(d) would
detrimental to the Disclosing Party. The Receiving
be inadequate and that the Disclosing Party shall be
Party acknowledges and agrees that the Confidential
entitled to seek equitable relief, including injunction
Information will consist of, and that the Receiving
and specific performance, in the event of any breach
Party may have access to, Trade Secrets of the
by the Receiving Party of the provisions of this
Disclosing Party and other confidential and
Section, in addition to all other remedies available
proprietary information, and that the disclosure or
to the Disclosing Party at law or in equity.
unauthorized use of such Trade Secrets or other
Confidential Information by the Receiving Party
4. INDEMNITY AND LIMITATION OF LIABILITY
will injure the Disclosing Party. Receiving Party
(a)
Agent agrees to indemnify, defend and hold Elavon
agrees that (other than as explicitly provided herein
and Member harmless from any and all
or agreed to in writing by the Disclosing Party) it
claims, losses, costs and expenses, including but
including,
will not, at any time, use without the Disclosing
not limited to, reasonable in-house counsel and
Party's approval, reveal or divulge any Trade
outside attorneys' and accountants' fees and any
Secrets concerning the Disclosing Party. Further,
fees, tines, penalties or assessments charged by
the Receiving Party agrees that during the Initial
Visa, MasterCard and/or any other Payment
Term and any Renewal Term of this Agreement,
Network, which are related to Agent's failure to
and for a period of two (2) years from the
comply with the terms and conditions of this
termination of this Agreement (or such longer
Agreement.
period as is permitted by law), it will not use
without the Disclosing Party's approval, reveal or
(b)
Elavon agrees to indemnify, defend and hold Agent
divulge any Confidential Information concerning
harmless from any and all liabilities, claims, losses,
the Disclosing Party. For purposes of this
costs and expenses, including, but not limited to,
Agreement, the term "Trade Secrets" shall mean:
reasonable in-house counsel and outside attorneys'
the whole or any portion or phase of any scientific
and accountants' fees caused by Elavon's or
or technical information, design, process, procedure,
Member's gross negligence or willful misconduct in
formula, improvement, confidential business or
its performance of its obligations under this
financial information, listing of names, addresses, or
Agreement.
telephone numbers, or other information (whether
oral or in writing) relating to any business or
(c)
Save for liability for a breach of a confidentiality or
profession which is secret and of value.
data security provision hereunder, no party hereto
shall be liable for any indirect, incidental, special,
Elavon Third Party Agent Agreement Terms and Conditions FINAL (v 3, 13)
consequential or punitive damages, including but
not limited to, damages for loss of profits, business
opportunity, use, data or other intangibles, even if
such party has been advised of the possibility of
such damages. Save for any indemnification
liability of Elavon to Agent for breach of a
confidentiality provision hereunder, in no event
shall Elavon's or Member's total liability under this
Agreement exceed $5,000.00.
5. AUDIT AND RECORDS
(a) Agent authorizes Elavon, Member, Visa,
MasterCard, any other Payment Network, and any
regulatory authority having jurisdiction over Elavon
or Member, upon such advance notice as is
reasonable in the circumstances, during normal
business hours and without unnecessary disruption
to Agent's normal business operations, to conduct
financial and procedural audits, including, without
limitation, an audit of all of Agent's records and
other information related to the activities within the
purview of this Agreement in order to confirm
Agent's compliance with its terms, from time to
time during the term hereof.
(b) Agent will maintain complete and accurate records
of its provision of Products and/or Services to
Merchants, and shall make such records available as
soon as possible, but in no event later than three (3 )
business days, from the receipt of a request therefor
from Elavon, Member, Visa, MasterCard, any other
Payment Network, or any regulatory authority
having jurisdiction over Elavon or Member.
6. GENERALTERMS
(a) Governing Law: Venue. This Agreement shall be
governed by and construed in accordance with the
laws of the state of Georgia, without regard to its
conflict of law provisions. The state and federal
courts located in Fulton County, Georgia shall have
exclusive venue and jurisdiction over any claim or
action filed in connection with this Agreement.
Each party agrees to waive its right to a jury trial in
any such action or proceeding.
(b) Waivers. The failure by either party to enforce any
right or provision of this Agreement shall not
constitute a waiver of such right or provision. If
any provision of this Agreement is found by a court
of competent jurisdiction to be invalid or
unenforceable, the parties agree that the court
should endeavor to give effect to the parties'
intentions as reflected in the provision, and the other
provisions of the Agreement shall continue to
remain in full force and effect,
(c) Amendment: Assignment. This Agreement may
be amended by Elavon or Member upon thirty (30)
days prior notice to Agent. In addition, in the event
Elavon or Member is directed or required by a
Payment Network or by a regulatory agency having
jurisdiction over Elavon or Member, whether
through implementation of a new rule or regulation,
through a change in an existing rule or regulation, or
otherwise, to amend a term of this Agreement in
less than thirty (30) days, Elavon or Member may so
amend this Agreement on such notice to Agent as is
practicable. If Agent determines that it is unwilling
or unable to abide by an amendment to this
Agreement effected pursuant to this Section 6(c),
the Agent may terminate this Agreement upon
written notice to Elavon and Member, which notice
shall include the date the termination will be
effective. Save as otherwise provided for herein,
this Agreement may not be amended except in a
writing executed by all parties. This Agreement
shall not be assignable or transferable by Agent
without the prior written consent of Elavon and
Member. A change in control of Agent, by
operation of law or otherwise, shall constitute an
assignment by Agent for purposes of this provision
and shall be null and void unless the required
consent is obtained.
(d) No PartnershiD or Joint Venture. Nothing in this
Agreement shall constitute, or be construed as
creating, a partnership, joint venture or agency
relationship between Elavon and Agent or between
Member and Agent. No party hereto shall have the
authority to act on behalf of the other without prior
written consent of the other party.
(e) Entire Agreement. This Agreement, together with
the Schedules and Exhibits attached hereto,
constitutes the entire agreement among the parties
hereto relating to the subject matter hereof, and all
prior negotiations, agreements and understandings,
whether oral or written, are superseded hereby.
(f) Binding Nature of Agreement. This Agreement
shall be binding upon and shall inure to the benefit
of the parties hereto and their representatives and
their respective successors and permitted assigns.
The provisions of this Agreement that by their terms
or their operation should survive the termination of
this Agreement (including Sections 3, 4, and 6(a),
6(d) and 6(h)) shall so survive. Agent
acknowledges and agrees that where Elavon Canada
Company, Elavon's Canadian affiliate is providing
services to Merchants described in this Agreement,
Elavon Canada Company is an intended third party
beneficiary of this Agreement and is entitled to
enforce its terms and conditions against Agent.
(g) Force Maieure. No party hereto will be liable to
any other for any failure or delay in its performance
of this Agreement in accordance with its terms if
such failure or delay arises out of causes beyond the
control and without the fault or negligence of such
party.
Flavon Third Party Agent Agreement Terms and Conditions FINAL (v.3.13)
(h) Notices. All notices provided for hereunder shall be
in writing and shall be delivered in person, by
facsimile, by e-mail or shall be sent by courier or by
certified mail with a return receipt requested and
shall be effective when delivered, or in the case
notices originating in the U.S.A. and dispatched by
certified mail, three (3) days following the date
deposited in the United States Post Office, postage
prepaid and addressed as provided in the signature
block above, provided that any notice sent by e-mail
shall also be sent by facsimile or courier to be
received no later than the following day. Any party
may by notice in writing, designate another address
or office to which notices may be given pursuant to
this Agreement.
Elavon Oakland County M1 Addendum to Third Party Agent Agreement - Government Entities and Institutions (v.5.20.12) FINAL 6.23.14
ADDENDUM TO THIRD PARTY AGENT AGREEMENT
GOVERNMENT ENTITIES AND INSTITUTIONS
ADDENDUM TO THIRD PARTY AGENT AGREEMENT — GOVERNMENT ENTITIES AND
INSTITUTIONS. Agent elects and agrees to accept the Third Party Agent Agreement (the "Agreement"), subject to the
modifications for govemment entities and institutions further described in this Addendum No. I to Third Party Agent
Agreement — Government Entities and Institutions (the "Addendum"). Except as expressly modified pursuant to this
Addendum, all terms and conditions of the Agreement, including all Schedules and Exhibits to the Agreement, remain in full
force and effectand shall govern the relationship among the parties to this Addendum.
Capitalized terms used and not otherwise defined in this Addendum shall have the meanings ascribed to them in the
Agreement, which is incorporated herein by this reference.
IN WITNESS WHEREOF, the parties hereto have executed this Addendum,
l lie County of Uaklancl
("AGENT"):
Scott N_Cruz
By:
Gcoll N. Guzzy (Aug 4, 2016)
Name, Scott Guzzv
Till— PurchasinclAdministrator
ELAVON, INC.
Cara D. Melenyzer By e
Name: Cara D Melenvzer
Tit,,. Deputv General Counsel
("Addendum Effective Date")
MEMBER
Cara D. Melenvzer
BY: Cara e. Melenyzer (Aug 4, 2616)
Name. Cara D. Melenvzer
Title: Vice President
Elavn
Oakland County MI Addendum to'rhird Party Agent
Agreement- Government Entities and Institutions (v.5.20.12) FINAL 6.23.14
Section 1— Modifications to Third Party Agent
all copies of any analyses, compilations, and
Agreement —Terms and Conditions
studies or other documents prepared by the
Receiving party or for its use containing or
I) The following provisions hereby replace or delete, as
reflecting, or developed with respect to, any
indicated, thelike-numbered provisions of the Terms
Trade Secret or Confidential Information,
and Conditions provisions of the Agreement for
provided that where Agent is the Receiving Party,
Agents operating under this Addendum.
it will dispose of or destroy such information
a) Section 2(d) is deleted.
where permitted by law. Save for where
b) Section 3(b) is revised to read as follows;
otherwise provided for at Section 3(a) of this
"The Confidential Information will be used solely
Agreement, Receiving Party understands and
and exclusively in connection with the
acknowledges that the Disclosing Party is not
performance of this Agreement, and save for
making, nor will it make at the time of the
where otherwise provided by Section 2(d) herein
disclosure of any Trade Secret or Confidential
upon termination of this Agreement, not in any
Information, any representation or warranty,
way materially detrimental to the Disclosing
express or implied, as to the accuracy or
Party. The Receiving Party acknowledges and
completeness of such Trade Secret or
agrees that the. Confidential Information will
Confidential Information, and neither the
consist of, and that the Receiving Party may have
Disclosing Party nor any of its officers, directors,
access to, Trade Secrets of the Disclosing Party
employees, stockholders, owners, affiliates,
and other confidential and proprietary
agents or representatives will have any liability to
information, and that the disclosure or
the Receiving Party or any other person resulting
unauthorized use of such Trade Secrets or other
from the use of any Trade Secret or Confidential
Confidential Information by the Receiving Party
Information."
will injure the Disclosing Party. Receiving Party
d) Section 4(a) is revised to read as follows:
agrees that (other than as explicitly provided
"Agent will pay and/or defend (at no expense to
herein or agreed to in writing by the Disclosing
Elavon, Member or any Payment Network)
Party) it will not, at any time, use without the
against any claims, losses, demands, or damages
Disclosing Parry's approval, reveal or divulge any
(including any fees, fines, penalties and
Trade Secrets concerning the Disclosing Party.
assessments) imposed as a result of, or alleged to
Further, the Receiving Party agrees that during
arise from (i) Agent's breach of the Agreement,
the Initial Term and any Renewal Term of this
(ii) a claim by any Merchant or other third party
Agreement, and for a period of two (2) years from
against Agent in connection with or in any way
the termination of this Agreement (or such longer
related to this Agreement or any services
period as is permitted by law), it will not use
performed by Agent with respect to such
without the Disclosing Party's approval, reveal or
Merchant or (iii) Agent's negligence, gross
divulge any Confidential Information concerning
negligence, or willful misconduct. Agent will not
the Disclosing Party. For purposes of this
make any claims against Elavon or Member for
Agreement., the term "Trade Secrets" shall mean:
any liabilities, claims, losses, costs, expenses,
the whole or any portion or phase of any scientific
demands or damages of any kind or nature arising
or technical information, design, process,
out of or in connection with any of the foregoing
procedure, formula, improvement, confidential
suits, claims, losses, costs, expenses, demands or
business or financial information, listing of
damages."
names, addresses, or telephone numbers, or other
e) Section 6(a) Governing Law; Venue is deleted.
information (whether oral or in writing) relating
to any business or profession which is secret and
Section 2 — Modifications to Third Party Agent
of value. Notwithstanding the foregoing, Agent
Agreement — Schedule A
will comply with the relevant open records laws
of its jurisdiction, provided that Elavon and/or
2) The following provisions hereby replace the like -
Member shall have the opportunity to exercise its
numbered provisions of Schedule A to the Agreement
legal rights under the open records laws to
or are hereby deleted from Schedule A to the
prevent the disclosure of Trade Secrets or
Agreement, as indicated, for Agents operating under
Confidential Information."
Schedule A.
c) Section 3(c) is revised to read as follows:
a) Section I(k) is revised to read as follows:
"Immediately upon request of the Disclosing
"RESERVED".
Party, the Receiving Party will promptly return to
b) Section 2(a) is revised to read as follows:
the Disclosing Party (or destroy and certify to the
"RESERVED".
Disclosing Party as to the destruction of) all
c) Section 2(h) is revised to read as follows"
copies of Confidential Information in its
"Agent will not represent that registration of
possession, and the Receiving Party will destroy
Agent with any Payment Network constitutes that
EIA& Oakland County MI Addendum to Third Party Agent Agreement— Government Entities and Institutions (v.5 20.12) RiNAL. 6.23.14
Payment Network's endorsement of Agent or its
Products and/or Services. Agent will not
knowingly take any action that could interfere
with or prevent the right of any Payment Network
to enforce its rights under applicable law or any
applicable rule or regulation of the Payment
Networks; and"
Section 3 — Modifications to Third Party Agent
Agreement — Schedule B
3) The following provisions hereby replace the like -
numbered provisions of Schedule B to the Agreement
or are hereby deleted from Schedule B to the
Agreement, as indicated, for Agents operating under
Schedule B.
a) Section 1(f) is revised to read as follows:
"RESERVED".
b) Section 2(a) is revised to read as follows:
"RESERVED".
Section 4 — Modifications to Third Party Agent
Agreement— Schedule C
4) The following provisions hereby replace the like -
numbered provisions of Schedule C to the Agreement
or are hereby deleted from Schedule C to the
Agreement, as indicated, for Agents operating under
Schedule C.
a) Section t(h) is revised to read as follows:
"RESERVED".
b) Section 2(a) is revised to read as follows:
"RESERVED",
Elavon'rhud Party Agent Agreement Schedule A FINAL (v 3 13)
TDfRD PARTY AGENT AGREEMENT — SCHEDULE A
1. AGENT OBLIGATIONS
(a) Agent will enter into a written
agreement with each Merchant prior to
providing any Products and/or Services
to the Merchant, which agreement will
set forth the rights and obligations of
Agent and the Merchant. Agent shall
provide verification to Elavon that such
agreements are in effect and shall
supply copies of applicable terms and
conditions of any of such agreements to
Elavon upon request. Agent shall not
be obliged to supply pricing or other
commercial terms of such agreements.
(b) With regard to any Product and/or
Service that transmits information to
Elavon's proprietary front-end network
(the "Elavon Network"), the Product
and/or Service must be certified by
Elavon before Agent may provide the
Product and/or Service to any
Merchant. Any such Product and/or
Service that is modified by Agent must
be re -certified by Elavon prior to
distribution to any Merchant. Elavon
Network Products and/or Services that
Agent desires to provide to Merchants
and that have been certified and
approved by Elavon are identified under
the heading `Elavon Network Products
and/or Services" on Exhibit 1 to the
Agreement. In the event Agent desires
to add a product and/or service that
transmits information to the Elavon
Network to Exhibit 1, Agent will notify
Elavon and obtain certification and
approval from Elavon for such product
and/or service prior to distribution to
any Merchant. Transactions submitted
to the Elavon Network must be
transmitted, either by the Merchant or
Agent, in a format that the Elavon
Network will accept.
(c) In the event that Agent provides
Products and/or Services to a Merchant
that processes transactions through a
non-Elavon front-end network (a
"Foreign Network"), Agent shall
identify such Products and/or Services
on Exhibit I to the Agreement under the
heading "Foreign Network Products
and/or Services". Agent may provide to
a Merchant only a Product and/or
Service that has been certified by the
Foreign Network and that has been
identified in Exhibit 1. Any such
Product and/or Service that is modified
by Agent must be re -certified by the
Foreign Network prior to distribution to
any Merchant. In the event Agent
desires provide a product and/or service
for use by a Merchant that transmits
information to a Foreign Network,
Agent will notify the Foreign Network
and will obtain certification from the
Foreign Network for such product
and/or service prior to distribution to
any Merchant. Upon certification,
Agent shall provide written notice to
Elavon listing name and function of the
certified product and/or service as well
as the name of the certifying Foreign
Network. Transactions submitted to a
Foreign Network must be submitted in a
form the Foreign Network will accept.
(d) Products and/or Services that Agent
desires to provide to Merchants that do
not transmit information to the Elavon
Network or to a Foreign Network are
identified on Exhibit 1 to the
Agreement under the heading "Other
Products and/or Services". Agent will
not provide any Product and/or Service
to any Merchant that is not identified on
Exhibit 1 to the Agreement.
(e) Agent shall ensure that its Elavon
Network and/or Foreign Network
Products and/or Services transmit the
required transaction data in an
acceptable format to the Elavon
Network or the applicable Foreign
Network to allow a Merchant's
transactions to qualify for the most
favorable interchange category for the
Merchant. As between Agent, Elavon
and Member, Agent shall be solely
responsible to Merchant for the costs of
any transactions that downgrade to a
less than optimal interchange category
as a result of the Merchant's use of
Agent's Products and/or Services.
Elavon Third Party Agent Agreement Schedule A FINAL (v, 3 13)
(f) Agent shall not license or permit third
or threatening the claim or charging
parties to use software or hardware
or threatening the fee, fine, penalty
provided by Agent to act as a payment
or assessment, the date the same
gateway to Elavon or any Foreign
occurred or is to occur, and the
Network without the express written
nature of the claim, or amount of
permission of Elavon. In the event that
fee, fine, penalty or assessment and
Agent has previously permitted such
the basis therefor.
use of its software or hardware, Agent
(iii) Agent shall be responsible for and
will return with this Agreement a list of
shall pay any fee, fine, penalty or
the third parties to whom Agent has
assessment imposed by any
provided its software or hardware for
Payment Network on Elavon,
such purpose.
Member, any Merchant or Agent as
(g) Agent shall not subcontract, sublicense,
a result of any act or omission of
assign, license, franchise or otherwise
Agent in violation of any
transfer to any third party any of its
applicable Payment Network rule
rights or obligations under this
or regulation.
Agreement or in connection with any
(i) Agent shall, at all times during the teen
Products and/or Services without
of the Agreement, protect the
Elavon's prior written consent.
confidentiality of cardholder, card and
(h) Agent shall, in relation to the Products
card transaction information of
and/or Services provided to a Merchant
Merchants in accordance with all
and any activities performed by Agent
applicable local, state and federal laws
on behalf of a Merchant, comply with
and regulations and, further, in
all federal, state and local laws and
accordance with all rules and
regulations and all rules and regulations
regulations of the applicable Payment
of all applicable Payment Networks as
Networks. Agent shall immediately
amended from time to time.
notify Elavon of any cardholder, card or
(i) Agent shall notify Elavon as soon
card transaction information
as possible in the event a claim
compromise of which it becomes aware
relating to the subject matter of this
where the compromise may be
Agreement or any other agreement
attributable to or affect the Products
between Agent and Elavon or
and/or Services, whether such
Member is either threatened or
compromise occurred at: (i) the Agent;
filed against Agent by any
(ii) a Merchant; or (iii) a third party.
governmental authority having
(j) Agent agrees to establish and maintain a
jurisdiction over Agent, The notice
commercially reasonable disaster
shall identify the governmental
recovery and business continuity plan.
authority bringing the claim, the
Agent will, upon request, provide
date such claim was filed or is
Elavon and Member with a copy of
intended to be filed, and the nature
those parts of its current disaster
of the claim.
recovery and business continuity plan
(ii) Agent shall notify Elavon as soon
that are material to its business
claim
as possible in the event a claim is
operations within the purview of this
either threatened filed a
Agreement, Agent agrees to test the
operation of such plan on a periodic
Payment Network against Agent or
ensure its effectiveness in
basis to en
any Merchant to which Agent
providing disaster recovery capability to
provides Products and/or Services,
Agent, and Agent agrees provide
or in the event that a fee, fine,
Elavon and Member with a a copy of
penalty or assessment is charged or
such test results upon request.
threatened by a Payment Network
t
against Agent or any Merchant in
(k) Agent will notify Elavon promptly in
regard to any Products and/or
the event that Agent undergoes a
Services. The notice shall identify
transfer of ownership or a change of
which Payment Network is making
Elavon Thad Party Agent Agreement Schedule A FINAL (v 3.13)
control (including a change in Agent's
from the occurrence of either such
principals).
event.
(1) Agent will maintain, throughout the
(iv) All the insurance policies required
term of the Agreement, adequate
to be obtained pursuant to this
insurance coverage to protect Elavon
Agreement will be held with
and Member from any losses or claims
companies licensed to do business
which may arise out of Agent's
in the state where Agent carries on
obligations under the Agreement,
its business and rated no less than
including during any renewal periods
Standard and Poor's AAAa to
and transition periods. Such insurance
Claims Paying Ability or BBq to
will include the coverages and amounts
Qualified Solvency Rating as to
identified on Exhibit 2 to this
financial rating and no less than A -
Agreement.
as to Policy Holder's Rating in the
(i) Agent shall require all of its
current edition of Best's Insurance
subcontractors engaged in
Guide (or with an association of
performance related any Product
companies each of the members of
and/or Service to carry insurance
which are so rated). The foregoing
coverage and limits of at least the
requirements as to the types and
levels to which Agent is required to
limits of insurance coverage to be
maintain herein,
maintained by Agent and any
approval or waiver of said
(ii) Agent shall give Elavon thirty (30)
insurance by Elavon is not intended
days' prior written notice of
to and will not in any manner limit
cancellation, non -renewal, or
or qualify the liabilities and
material change in coverage, scope
obligations otherwise assumed by
or amount of any insurance policy.
Agent pursuant to this Agreement,
Should Agent fail to keep in effect
including Agent's obligations of
at all times the insurance coverage
indemnification. Such insurance
required under this Section, Elavon
will be primary and
and Member may, at their option in
noncontributory to any insurance or
addition to and cumulative with
self-insurance maintained by
any other remedies available at law,
Elavon or Member. Agent shall
equity, or under the Agreement,
deliver certificates of insurance and
procure sufficient insurance
additional insured endorsements for
coverage or a similar instrument,
the applicable policies to Elavon at
and Agent agrees to reimburse
execution of this Agreement and no
Elavon and Member for any and all
less than annually or upon Elavon's
costs incurred as a result.
request thereafter. The certificates
(iii) To the extent that any insurance
of insurance shall evidence the
coverage types, amounts described
coverage required under this
in this Agreement, shall set forth
Section is purchased on a "claims-
the amount of all deductibles, and
made" basis, such insurance shall
will endorsed: (A) ithe name
cover all prior acts of Agent during
of Elavon, its officers, s agents, and
the term of this Agreement, and
employees as additional insured
such insurance shall be
(only for General Liability policy);
continuously maintained until at
to provide that each of the
least three (3) years beyond the
pot primary insurance with
policies
expiration or termination hereof, or
respect o any other insurance or
Agent shall purchase "tail"
r
self-insurance available Elavon
coverage, effective upon
Member as to any claim for
claim
termination of any such policy or
which coverage is afforded under
w
such termination or expiration of
the policy; and (C) to provide that
this Agreement, to provide
the policy shall apply separately to
coverage for at least three (3) years
each insured against whom a claim
Elayon Third Party Agent Agreement Scheduie A FINAL (v 3 13)
is made or suit is brought (only for
(e) Agent has and shall maintain all
Commercial General Liability),
registrations and certifications required
2. AGENT'S REPRESENTATIONS AND
by the Payment Networks to permit
Agent to provide the Products and/or
WARRANTIES
Services, and shall provide Elavon and
Agent represents and warrants to Elavon at
any Payment Network with all
the time of execution and throughout the
information requested by Elavon or the
term of this Agreement the following:
Payment Network. Agent shall pay all
charges and fees associated with
(a) Agent is a validly existing entity
obtaining and retaining such
organized and licensed to do business in
registrations, including any charges or
ail jurisdictions in which it provides
a
fees payable toElavon as set forth at
Products and/or Services to Merchants;
et
Exhibit 2 hereto as such charges and
(b) All information (financial and
fees may be amended by Elavon upon
otherwise) provided by Agent to Elavon
notice to Agent;
or Member concerning Agent's
(D Agent has received, understands and
business, employees, officers, directors,
agrees to comply with all applicable
shareholders is true and complete and
rules and requirements of the Payment
properly reflects the business, financial
Networks, as amended from time to
condition and ownership of Agent in all
time, including the rules and
material respects;
requirements applicable to third parties.
(c) Agent and the person signing this
In the event of any inconsistency
Agreement on Agent's behalf have the
between this Agreement and such rules
power to execute and perform the
pertaining to the subject matter hereof,
Agreement and, further, the signing and
the rules shall control;
performing in accordance with the
(g) Agent shall maintain no less than
Agreement will not violate any law, or
industry -standard secure facilities and
conflict with any other agreement to
has taken appropriate steps to safeguard
which Agent is subject;
all Confidential Information in
(d) Agent is in full compliance with the
whatever form received;
requirements of the Payment Card
(h) Agent will not represent that
Industry Data Security Standard and the
registration of Agent with any Payment
Payment Application Data Security
Network constitutes that Payment
Standard ("PCI"), the Customer
Network's endorsement of Agent or its
Information Security Program ("CISP")
Products and/or Services. Agent will
of Visa, the Site Data Protection
not take any action that could interfere
Program ("SDP") of MasterCard, and
with or prevent the right of any
any similar requirements of other
Payment Network to enforce its rights
Payment Networks as applicable, and
under applicable law or any applicable
any modifications to such programs that
rule or regulation of the Payment
may occur from time to time
Network and
(collectively the "Data Security
Program"). Agent shall maintain
(i) Agent will notify Elavon in the event
compliance with each applicable Data
that any of these representations and
Security Program and, at the request of
warranties becomes false or misleading
Elavon, shall supply Elavon with
during the term of this Agreement.
documentation reasonably satisfactory
3. ELAVON AND MEMBER
to Elavon verifying such compliance.
OBLIGATIONS
Agent will promptly notify Elavon and
Member in writing if Agent has reason
Elavon and Member hereby provide Agent
to believe that cardholder, card or card
with a nonexclusive, nontransferable and
transaction information has been or may
royalty free limited license to access and
have been accessed by an unauthorized
use, during the Term of this Agreement,
person;
those certain specifications related to the
Elavon Network necessary to allow
Elavon Third Party Agent Agreement Schedule A FINAL (v 3 13 )
Merchant or Agent to transmit the
Merchant's transactions to the Elavon
Network in an acceptable format. The grant
of such license shall be subject to Agent's
continual compliance with the terms and
conditions of this Agreement.
4. ELAVON AND MEMBER
REPRESENTATIONS AND
WARRANTIES
Elavon and Member represent and warrant
to Agent at the time of execution and
throughout the term of this Agreement the
following:
(a) Elavon and Member are validly existing
entities organized and licensed in their
own right or through their affiliates and
agents to do business in all jurisdictions
in which they operate; and
(b) Elavon and Member, and each person
signing this Agreement on Elavon's or
Member's behalf, have the power to
execute and perform the Agreement
and, further, the signing and performing
in accordance with the Agreement will
not violate any law, or conflict with any
other agreement to which Elavon or
Member is subject.
THIRD PARTY AGENT AGREEMENT — EXHIBIT I
AGENT PRODUCTS AND/OR SERVICES
Elavon Network Products and/or Services
Payment Processinq Application
2.
3.
4.
5.
PoreiEn Network Products and/or Services
1.
2.
3.
4.
5.
Other Products and/or Services
1.
2.
3.
4.
5.
Elavon Third Party Agent Agreement Exhibit 2 FINAL (v. 5.14)
THIRD PARTY AGENT AGREEMENT —EXHIBIT 2
Fees:
TPA fees apply per this Schedule:
Registration/ Renewal:
Visa U.S. TPS $1000.00
TPS $1000.00
Merchant Servicer $0.00
MS $0.00
ESO $1000.00
ESO $1000.00
Visa Canada TPS $1000.00
TPS $1000.00
MS $0.00
MS $0.00
ESO $1000.00
ESO $1000.00
MasterCard U.S. $5000.00 First Member $5000.00 First Member
Registration Registration
$500.00 Subsequent Member $500.00 Subsequent Member
Registration Registration
MasterCard Canada $5000.00FirstMember $5000.00First Member
Registration Registration
$500.00 Subsequent Member $500.00 Subsequent Member
Registration Registration
Required Insurance Coverage:
1. Commercial general liability and property damage insurance with combined bodily injury and property damage limits
of at least One Million Dollars ($1,000,000) combined single limit for bodily injury, death, property damage,
including personal injury, contractual liability, independent contractors, broad -form property damage, and products
and completed operations coverage, naming Elavon as an additional insured;
2. Network Risk/Privacy Liability Insurance covering liability for loss or damage due to network risks including but not
limited to data breaches, unauthorized access or use of any data or systems, wrongful disclosure, failure to safeguard
such data or systems, identity theft, invasion of privacy, damage/loss/theft of data, and any other unauthorized access
or use (including. breach of privacy,. virus transmission, or denial of service). Coverage shall include expenses such as
notification costs, restoration of data and regulatory costs. Coverage shall be maintained with a minimum limit per
event of Five Million United States Dollars (US$5,000,000) and in the annual aggregate. The retroactive coverage
date shall be no later than the Effective Date. Such insurance shall be maintained in force at all times during the term
of the agreement and for a period of three (3) years thereafter for services completed during the term of the agreement.
Elavon shall be given at least 30 days' notice of the cancellation or expiration of the aforementioned insurance for any
reason.
3. Errors and Omissions Insurance or comparable coverage of, at the least, claims based and damages arising out of or
relating to Agent's employees' negligence, omissions,. errors, or similar malfeasance of Agent's personnel. Required
coverage shall be commensurate with the volume of transactions (calculated by dollar value) sent by Agent to Elavon
for processing in accordance with the table set forth below:
Annual (Monthly) Volume
Minimum E&O
Insurance coverage
Requirements
Tier I <$50M (<$4.167M)
$1,000,000
Tier <$125M (<$10.417M)
$2,000,000
Tier 3 <$250M (<$20.833M)
$3,000,000
Tier >$250M (>$20.833M)
$5,000,000
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1 ► Lloyd's • •
This fusuranee is effected with certain Underwriters at
Lloyd's, London.
This Certificate is issued in accordance with the limited
authorization granted to the Correspondent by certain
Underwriters at Lloyd's, London whose syndicate numbers and
the proportions underwritten by them can be ascertained from
the office of the said Correspondent (such Underwriters being
hereinafter called "Underwriters") and in consideration of the
premium specified herein, Underwriters hereby bind themselves
severally and not jointly, each for his own part and not one for
another, their Executors and Administrators.
The Assured is requested to read this Certificate, and if it
is not correct, return it immediately to the Correspondent for
appropriate alteration.
All inquiries regarding this Certificate should be addressed to the
following Correspondent:
ASCEN or
UNDERWRITING
London Underwriting Centre, 3 Minster Court,
Mincing Lane, London, EC3R 7DD
SLC-3 (USA) NMA 2868 (2410er2000
Friar approved by Lloyd's Underwriters' Non -Marine Association Limited
ASCENTTM
U Id 7 ERWRITING
This Insurance is effected with Certain Underwriters at Lloyd's
CERTIFICATE NO. ASD15DO01910 London underBindingAuthority UMR:
B1150SOLO83150i
DECLARATIONS
NAMED INSURED CounlyofOaklandaMichiganMunicipal &ConstitutionalCorporalion
ADDRISS 2100 Pontiac Lake Road,
Waterford,
MI48328-0471
2 POLICYPERIOD FROM: September 1, 2015 TO: September 1. 2016
(both days at12,01a.m. Local Standard Time at the address shown in Item '1)
3 POLICYLIMITS OFLIABILITY AND COVERAGES PURCHASED
You have purchased some or allot the following Insuring Modules. Only those Insuring Module(s) thatspecify a Limit of
Liabilitybelow have been Purchased.lfanlnsuring Module has notbeen purchased that portion of thispol icy is not applicable.
3(A) LIMIT OFI_IABILITY
(1) INSURING MODULEI: SECURITYAND PRIVACY LIABILITY
USO 5,000,000Each claim and USO 5,000,000in the aggregate including claims expenses
(2) INSURING MODULE 2. MULTIMEDIA AND INTELLECTUAL PROPERTY LIABILITY
U SO 5,000,000Each claim and USO 5,000,OOOinthe aggregate including claims expenses
(3) INSURING MODULE 3: TECHNOLOGY SERVICES
USO NIA Each claim and USO N/A in the aggregate including rlaims expenses
(4) INSURING MODULE4:MISCELLANEOUSPROFESSIONAL SERVICES
USO NIA Each claim and USO NIAin the aggregate including claims expenses
(5) INSURING MODULE 5:NETWORK INTIRRUPTION AND RECOVERY
USO5,000,000Each claim and US05,000,000mthe aggregate
(6) INSURINGMODULE6 EVENT SUPPORT EXPENSES
USO5,000,000Eachclaim and USO 5,000,009inthe aggregate
(7) INSURING MODULE T. PRIVACY REGULATORY DEFENSE AND PENALTIES
USO 5,000,000 Each claim and in USO 5,000000the aggregate including claims expenses
(8) INSURING MODULES: NETWORK EXTORTION
USO 5,000,000 Each claim and USO 5,000,000in the aggregate
(y) INSURINGMODULE9i ELECTRONIC THET, COMPUTER FRAUD ANDTELEG9MMUICATIONSRAUD
USO 1,000,OOOEach claim andinthe aggregate
(10) INSURING MODULE 10. REPUTATIONAL DAMAGE
USO5,ODO,ODOEaeh claim slid inthe aggregate
3(8) TOTAL LIMIT OF LIABILITY UNDER THE POLICY
USO 5,000,000is the Total Limit of Liability under the policy
ASCENT"M
V II C ERWRITING
Ltla 41112Lr1G\INlOY11.11 & •- ' W2
I
3 (C) Notwilhstano ng the aggregate Llrnrt aILlabillry under each Insuring Module assotforth
in item 3(A) above, all payments made under the policy, regardless ofllie numberof
Insuring Mod ules that apply wit I reduce the total Limit of Liability as set fort h in item 3(B)
above. In no event will Underwriters pay me re than the total LimitofLiability as set forth
in item 3(B) above..
4 DEDUCTIBLE and WAITINGPERIOD
(1) INSURING MODULE I: SECURITY AND PRIVACY LIABILITY
USD 100,000 Each andevety clalmincluding claims expenses
(2) INSU RING MODULE2 MULTIMEDIAAND I NTELLECTUAL PROPERTY LIABILITY
USD 100A00Each and every claim including claims expenses
(3) INSURING MODULES. TECHNOLOGY SERVICES
USD NIA Each and every claim including claims expenses
(4) INSURING MODULE 4:MISCELLANEOUS PROFESSIONAL SERVICES
USD NIA Each and every claim including claims expenses
(5) INSURING MODULE 5: NETWORK INTERRUPTION AND RECOVERY
Network Expenditure USD 100,000 Each claim
Loss of Business Income Coverage 8hours waiting period
(6) INSURING MODULE 5: EVENT SUPPORT EXPENSES
USD 100,000Eachclaim and in the aggregate
(7) INSURING MODULE 7: PRIVACY REGULATORY DEFENSE AND PENALTIES
USD 100,000Earh and every claim Including claims expenses
(8) INSURING MODULES: NETWORK EXTORTION
USD 100,000Eachandevery claim
(9) I NSU RING MODULE 9: ELECTRONI C THEFT, COMPUTER FRAUD ANDTELECOMMU NICATIONS FRAUD
USD 100,000Each and every claim
(10) INSURING MODULE 10: REPUTATIONAL DAMAGE
USD 100000Eachand every claim
$87,525.00 Premium
$2,188.13 S L Tax
5 RETROACTIVE DATE September 1, 2015
$59.00 Policy Fee
$500.00 Supplier Fee
6 GROSS PREMIUM USD 87,525.00
POLICY FEE USD 500.OD
Total: $90,272.13
TOTAL PAYABLE USD 88,025,00
7 NOTICE OF CLAIM: Richard Kissel Esq, Kissel I Busch & WilmerLLP. 580 Win to Plains Road, Tsuyimn,
NY 10591 and in respect of Privacy Breaches and/or Cyber Extortion Events:
IDT911, Breach Hotline:1-800-493-0943
8 SERVICE OF SUM Sedgwlck, Detert, Moran & Arnold, 3 Park Plaza, 17th Floor, Irvine, CA 92B14-854
9 CHOICEOFLAW: New Yen<
10 TERRITORY Worldwide
ASCENT"'
Nfaa1l71ff1\1,9W.1 IkMd ROM I kJ0120AAR 11 LUM-1 - IN
U II 0 ERWRITING
11 MISCELLANEOUS
NotApplicable,
PROFESSIONAL SERVICES FOR
WHICH COVERAGE HAS BEEN
PURCHASED
FORMS AND ENDORSEMENTS
Ascent Cybei Pro US v2.2
ATTACHEDHERETO
NIVIA 1250Nuclear Incident Lxclusion (IJSA)
NMA 1477 Rodiooctive Contaminallon Clause (USA)
LSW900'1 Several Liability Nolice dnsurzinre)
I SW585 Premium Payment Warranty 4G Days
Payment Carol Industry Fines or Panallles Lndarsement
Post -Binding SubjeCtily COM1111nn EIVIDIS meat
SECURTV
this contract of insurance has been efrected 100%by certain tlndcrwrlers at Lloydeol'
London as follows
Syndicate AML 2001 al Lloyds 38.0953'%
Syndicate ARK 4020 at Lloyd's 19.0476'Z,
Syndicate PLNI 4000 at Lloyd's 142857
Syndicate FOY 435 at Lloyd's 14 2057 G,
Consortium ANV9209"atIloyd's 9,5238%
S'yndlcalo PJAV 1221 at Joyd's 4,76MIX.
uuderwritln(i on behalf aft Joyd's Syndicates ANV 1861(75%) andANV 5820 (25'%)
DATEDINLONDON
September 9.?0IC,
Authorised representative of Ascent Underwriling LLP
IDT9'1 RISK MANAGEMENT SERVCES Please visilwww. ascentunderwritina.brcnchracnr yp cem. and refer to the bah of
thiscertificate fordetailsof howto activate and access 1 911 IskManagement
Services
NO FLAT CANCELLATION
This insurance has been placed with an
insurer that is not licensed by the State of
Michigan, in case of insolvency, payment of
claims may not be guaranteed.
***This Stamp is Red
CERTIFICATE PROVISIONS
1. Signature Required. This Certificate shall not be valid unless signed by the Corespondent on the attached Declaration Page.
2. Correspondent Not Insurer. The Correspondent is not an Insurer hereunder and neither is nor shall be fable for any loss or claim
whatsoever The Insurers hereunder are those Underwriters at Lloyd's, London whose syndicate numbers can be ascertained as
hereinbefore set forth As used in this Certificate "Underwriters" shall be deemed to include incorporated as well as unincorporated
persons or entities that are Underwriters at Lloyd's London,
3. Cancellation. If this Certificate provides for cancellation and this Certificate is cancelled after the inception dale, earned premium
must be paid for the it me the insurance has been in force,
J. Service at Suit. It is agreed that in the event of the fadure of Underwriters to pay any amount claimed to be due hereunder,
Underwriters, at the request of the Assured, vVdl submit to the jurisdiction of a Court of competent jurisdiction \VLthm the United
States. Nothing in this Clause constitutes or should be understood to constitute a waiver of Underwriters rights to commence an
action in any Court of competent jurisdiction in the United Slates, to remove an action to a United States District Court, or to seek a
transfer of a case to another Court as permitted by the laws of the United States or of any State in the United States, It is further
agreed that service of process in such suit may be made upon the firm or person named in item I I of the attached Declaration Page,
and that in any suit instituted against any one of them upon this contract, Underwrters vVilI ahide by the final decision of such Court
or of any Appellate Court in the event of an appeal,
'The above -named are authorized and directed to accept service of process on behalf of Underwriters in any such suit and/or upon
request of the Assured to give a written undertaking to the Assured that they vVill enter a general appearance upon Underwriters'
behalf in the event such a suit shall be instituted
Further, pursuant to any statute of any state, tern tory or district of the Martel States which makes provision therefor, Underwriters
hereby designate the Superintendent, Commissioner or Director of Insurance or other officer specified for that purpose in the
statute, or his successor or successors in office, as their true and lawful attorney upon whom may be served any lawful process in
any, action, suit or proceeding instituted by or on behalf of the Assured or any beneficiary hereunder arising out of this contract of
insurance, and hereby designate the above -mentioned as the person to whom the said othcer is authorized to mad such process or a
true copy thereof
5. Assignment This Certificate shall not be assigned either in whole or in part \VLthout the written consent of the Correspondent
endorsed hereon
6. Attached Conditions Incorporated. Tins Certificate is made and accepted subject to all the provisions, conditions mid warranties
set forth herein, attached or endorsed, all of which are to be considered as incorporated herein
Important Notice to the Insured
This Certificate is a legal contract. Please read it carefully to ensure that it is In accordance with your requi rem entsand that
you understand its terms and conditions. The insurance broker or agent or other intermediary who arranged this Insurance
should be contacted immediately if any correction is necessary.
Regulatory Status
This insurance is underwritten by Ascent Underwriting of Suite 2/5, London Underwriting Centre, 3 Minster Court, Mincing
Lane, London, EC3R 70D on behalf of Underwriters at Lloyd's, London. Ascent Underwriting is authorised and regulated by
the Financial ConductAuthority (FCA). Ascent Underwriting's FCA Registration Number is 605637. These details maybe
checked on the Financial ConductAuthority Reg lsterwebsite at j7jtp Am/ fro nm ik/firma/cvafr+ms-reoortine/moisteror by
contacting the Financial Conduct Authority on Tel: 0800Ill 6768(or from outside the United Kingdom on Tel:+44207066
1000).
Complaints Procedure
It is always our intention to provide a first class standard of service. However, if you have any cause for complaint or you
wish to make any inquiry regarding this Insurance you should, in the first instance, contact the Insurance Broker or Agent or
other Intermediary who arranged this Insurance for you.
You can also contact us directly at complaints@ascentundemriting.com or write to us at:
Ascent Underwriting
Suite 2/5
London Underwriting Centre
3 Mincing Lane
London
EC3R 70D
United Kingdom
If you are not satisfied with the way a complaint has been dealt with youmay ask Lloyd's to review your case without
prejudice to your rights at law.
The address is:
ComplaintsTeam
Lloyd's
One Lime Street
London
EC3M 7HA
United Kingdom
Email: rmmnlaintarrbllnvda rnm
Telephone: +44 (0) 20 7327 5693
Fax: +44 (0) 20 7327 5225
NUCLEAR INCIDENT EXCLUSION CLAUSE -LIABILITY -DIRECT (BROAD) (U.S.A.)
For attachment to insurances of the following classifications in the U.S.A., its Territories and Possessions, Puerto Rico and
the Canal Zone
owners, Landlords and Tenants Liability, Contractual Liability, Elevator Liability, owners or Contractors (Including
railroad) Protective Liability, Manufacturers and Contractors Liability, Product Liability, Professional and
Malpractice Liability, Storekeepers Liability, Garage Liability, Automobile Liability (including Massachusetts Motor
Vehicle or Garage Liability).
not being insurances of the classifications to which the Nuclear Incident Exclusion Clause -Liability -Direct (Limited) applies.
This Policy* does not apply:
Under any Liability Coverage, to injury, sickness, disease, death or destruction.
(a) with respect to which an insured under the Policy is also an insured under a nuclear energy liability policy
issued by Nuclear Energy Liability Insurance Association, Mutual Atomic Energy Liability Underwriters or
Nuclear Insurance Association of Canada, or would be an insured under any such policy but for its
termination upon exhaustion of its limit of liability; or
(b) resulting from the hazardous properties of nuclear material and with respect to which (1) any person or
organization is required to maintain financial protection pursuant to the Atomic Energy Act of 1954, or any
law amendatory thereof, or (2) the insured is, or had this Policy not been issued would be, entitled to
indemnity from the United States of America, or any agency thereof, under any agreement entered into by
the United states of America, or any agency thereof, with any person or organization.
Under any Medical Payments Coverage, or under any Supplementary Payments Provision relating to
immediate medical or surgical relief, to expenses incurred with respect to bodily injury, sickness, disease or
death resulting from the hazardous properties of nuclear material and arising out of the operation of a nuclear
facility by any person or organization.
III. Under any Liability Coverage, to injury, sickness, disease, death or destruction resulting from the hazardous
properties of nuclear material, if:
(a) the nuclear material (1) is at any nuclear facility owned by, or operated by or on behalf of, an Insured or
(2) has been discharged or dispersed therefrom;
(b) the nuclear material is contained in spent fuel or waste at any time possessed, handled, used, processed,
stored, transported or disposed of by or on behalf of an insured, or
(c) the injury, sickness, disease, death or destruction arises out of the furnishing by an insured of services,
materials, parts or equipment in connection with the planning, construction, maintenance, operation or use
of any nuclear facility, but if such facility is located within the United States of America, its territories or
possessions or Canada, this exclusion (c) applies only to injury to or destruction of property at such
nuclear facility.
IV. As used inthis endorsement:
"hazardous properties" include radioactive, toxic or explosive properties; "nuclear material" means source
material, special nuclear material or by-product material; "source material", "special nuclear material", and "by-
product material' have the meanings given them in the Atomic Energy Act 1954 or in any law amendatory
thereof; "spent fuel' means any fuel element or fuel component, solid or liquid, which has been used or
exposed to radiation in a nuclear reactor; 'Waste" means any waste material (1) containing by-product material
and (2)
resulting from the operation by any person or organization of any nuclear facility included within the definition
of nuclear facility under paragraph (a) or (b) thereof; "nuclear facility" means.
(a) any nuclear reactor,
(b) any equipment or device designed or used for (1) separating the isotopes of uranium or plutonium, (2)
processing or utilizing spent fuel, or (3) handling, processing or packaging waste,
(c) any equipment or device used for the processing, fabricating or alloying of special nuclear material if at
any time the total amount of such material in the custody of the insured at the premises where such
equipment or device is located consists of or contains more than 25 grams of plutonium or uranium 233 or
any combination thereof, or more than 250 grams of uranium 235,
(d) any structure, basin, excavation, premises or place prepared or used for the storage or disposal ofwaste,
and includes the site on which any of the foregoing is located, all operations conducted on such site and all
premises used for such operations; "nuclear reactor" means any apparatus designed or used to sustain
nuclear fission in a self-supporting chain reaction or to contain a critical mass of fissionable material. With
respect to injury to or destruction of property, the word "injury" or "destruction" includes all forms of radioactive
contamination of property.
It is understood and agreed that, except as specifically provided in the foregoing to the contrary, this clause is subject to the
terms, exclusions, conditions and limitations of the Policy to which it is attached.
NOTE As respects policies which afford liability coverages and other forms of coverage in addition, the words underlined
should be amended to designate the liability coverage to which this clause is to apply.
17/3/60
NMA1266
RADIOACTIVE CONTAMINATION EXCLUSION CLAUSE -LIABILITY -DIRECT (U.S.A.)
For attachment (in addition to the appropriate Nuclear Incident Exclusion Clause -Liability -Direct) to liability insurances
affording worldwide coverage.
In relation to liability arising outside the U.S.A., its Territories or Possessions, Puerto Rico or the Canal Zone, this Policy
does not cover any liability of whatsoever nature directly or indirectly caused by or contributed to by or arising from ionising
radiations or contamination by radioactivity from any nuclear fuel or from any nuclear waste from the combustion of nuclear
fuel.
13/2/64
NMA1477
SEVERAL LIABILITY NOTICE LSW 1001 (INSURANCE)
The subscribing insurers' obligations under contracts of insurance to which they subscribe are several and not joint and are
limited solely to the extent of their individual subscriptions. The subscribing insurers are not responsible for the subscription
of any co -subscribing insurer who for any reason does not satisfy all or part of its obligations.
PREMIUM PAYMENT WARRANTY
IT IS WARRANTED that all Premiums due to the Underwriters under this Policy are paid within 45 days from Inception
Non -receipt by Underwriters of such premiums by Midnight on the Premium Due date shall render this Insurance Policy void
with effect from Inception.
LSW585(11/93)
SMALL ADDITIONAL OR RETURN PREMIUMS CLAUSE (U.S.A.)
NOTWITHSTANDING anything to the contrary contained herein and in consideration of the premium for which this
Insurance is written, it Is understood and agreed that whenever an additional or return premium of $2 or less becomes due
from or to the Assured on account of the adjustment of a deposit premium, or of an alteration in coverage or rate during the
term or for any other reason, the collection of such premium from the Assured will be waived or the return of such premium
to the Assured will not be made, as the case may be.
NMA1168
NOTICE:
1. THE INSURANCE POLICY THAT YOU HAVE PURCHASED IS BEING ISSUED BY AN INSURER THAT IS
NOT LICENSED BY THE STATE OF CALIFORNIA. THESE COMPANIES ARE CALLED "NONADMITTED"
OR "SURPLUS LINE" INSURERS.
2. THE INSURER IS NOT SUBJECT TO THE FINANCIAL SOLVENCY REGULATION AND ENFORCEMENT
THAT APPLY TO CALIFORNIA LICENSED INSURERS.
3. THE INSURER DOES NOT PARTICIPATE IN ANY OF THE INSURANCE GUARANTEE FUNDS
CREATED BY CALIFORNIA LAW. THEREFORE, THESE FUNDS WILL NOT PAY YOUR CLAIMS OR
PROTECT YOUR ASSETS IF THE INSURER BECOMES INSOLVENT AND IS UNABLE TO MAKE
PAYMENTS AS PROMISED.
4. THE INSURER SHOULD BE LICENSED EITHER AS A FOREIGN INSURER IN ANOTHER STATE IN THE
UNITED STATES OR AS A NON -UNITED STATES (ALIEN) INSURER. YOU SHOULD ASK QUESTIONS
OF YOUR INSURANCE AGENT, BROKER, OR "SURPLUS LINE" BROKER OR CONTACT THE
CALIFORNIA DEPARTMENT OF INSURANCE AT THE FOLLOWING TOLL -FREE TELEPHONE NUMBER
1-800-927-4357. ASK WHETHER OR NOT THE INSURER IS LICENSED AS A FOREIGN OR NON -
UNITED STATES (ALIEN) INSURER AND FOR ADDITIONAL INFORMATION ABOUT THE INSURER.
YOU MAY ALSO CONTACT THE NAIC'S INTERNET WEB SITE AT WWW.NAIC.ORG .
5. FOREIGN INSURERS SHOULD BE LICENSED BY A STATE IN THE UNITED STATES AND YOU MAY
CONTACT THAT STATE'S DEPARTMENT OF INSURANCE TO OBTAIN MORE INFORMATION ABOUT
THAT INSURER.
6. FOR NON -UNITED STATES (ALIEN) INSURERS, THE INSURER SHOULD BE LICENSED BY A
COUNTRY OUTSIDE OFTHE UNITEDSTATESANDSHOULD BE ON THENAIC'S INTERNATIONAL
INSURERS DEPARTMENT (I 10)LISTING OFAPPROVED NONADMITTEDNON-UNITEDSTATES
INSURERS. ASK YOUR AGENT, BROKER, OR "SURPLUS LINE" BROKER TO OBTAIN MORE
INFORMATION ABOUT THAT INSURER.
7. CALIFORNIA MAINTAINS A LIST OF APPROVED SURPLUS LINE INSURERS. ASK YOUR AGENT OR
BROKER IF THE INSURER IS ON THAT LIST, OR VIEW THAT LIST AT THE INTERNET WEB SITE OF
THE CALIFORNIA DEPARTMENT OF INSURANCE: WWW.INSURANCE.CA-GOV_.
8. IF YOU, AS THE APPLICANT, REQUIRED THAT THE INSURANCE POLICY YOU HAVE PURCHASED
BE BOUND IMMEDIATELY, EITHER BECAUSE EXISTING COVERAGE WAS GOING TO LAPSE WITHIN
TWO BUSINESS DAYS OR BECAUSE YOU WERE REQUIRED TO HAVE COVERAGE WITHIN TWO
BUSINESS DAYS, AND YOU DID NOT RECEIVE THIS DISCLOSURE FORM AND A REQUEST FOR
YOUR SIGNATURE UNTIL AFTER COVERAGE BECAME EFFECTIVE, YOU HAVE THE RIGHT TO
CANCEL THIS POLICY WITHIN FIVE DAYS OF RECEIVING THIS DISCLOSURE. IF YOU CANCEL
COVERAGE, THE PREMIUM WILL BE PRORATED AND ANY BROKER'S FEE CHARGED FOR THIS
INSURANCE WILL BE RETURNED TO YOU
07/11
LSW1147D
SPFCIFIC PRO\/ISIONS FOR ASSI IRFDS DOMICII FD IN III INOIS ONLY
NOTICE TO POLICYHOLDER: THIS CONTRACT IS ISSUED, PURSUANT TO SECTION
445 OF THE ILLINOIS INSURANCE CODE, BY AN INSURER NOT AUTHORIZED AND
LICENSED TO TRANSACT BUSINESS IN ILLINOIS AND AS SUCH IS NOT COVERED
BY THE ILLINOIS INSURANCE GUARANTY FUND.
SPECIFIC PROVISIONS FOR ASSIIRF.DS DOMICILED IN WASHINGTON ONLY
It is understood and agreed that XXIII. CHOICE OF LAW is deleted and replaced with the following;
The interpretation of this policy and any disputes involving this policy shall be resolved applying the law in Washington.
All other terms and conditions remain unchanged.
,.�3�77_RY.9�I7CiY7.9�7�1��dlNI�tlHI���I��P�H7:i'(�7�IA,
THE INSURER(S) NAMED HEREIN IS (ARE) NOT LICENSED BY THE STATE OF NEW YORK, NOT
SUBJECT TO ITS SUPERVISION. AND IN THE EVENT OF THE INSOLVENCY OF THE INSURER(S), NOT
PROTECTED BY THE NEW YORK STATE SECURITY FUNDS. THE POLICY MAY NOT BE SUBJECT TO
ALL OF THE REGULATIONS OF THE DEPARTMENT OF FINANCIAL SERVICES PERTAINING TO POLICY
FORMS.
LMA9067
ASCENT TM t J IDT911
UNDERWRITING
DATA BREACH SERVICES THROUGH IDT911
WehavepadneredwithlDentityTheft 911 to provide our policyholders both proactive and post -breach services to help
minimize the occurrence of a data breach, and provide expertassistance if one occurs.
As an educational resource, our proactive breach preparedness site canprovideyou with the toots you need to better
protect your sensitive data and teach you how to respond appropriately in the event of a data breach:
Notifica0oni-awsand Regulations- Keep ontop of regulatory requirements and legislation that affects how You do
b.isiness. Tools and guides to help understand slate laws and federal statutes
Incidence Response Plan Template - Establish procedures for handling a breach and working with Identity Thef1911
to minimize the impact and potential fallout
Educational Resources - Data protection tips, breach scenarcis, articles and best practices
To access the breach preparedness site:
EW.ia.rontundpnerriti direachresnonsam
Log minitially using the following credentials;
Username Aseentunderwriting
Password: Ascenlunderwrilingl
You will be prompted to create your own credential.sPlease enter the policy number as shown on the certificate, and
otherrequested information tocreate your own account
21MIJ-21is1WIR 6191S l4.'1MAT UM
At the first sign of a breaclrplease call IDentity Theft 911 Breach Hotline:
1-800-493-0943
I Dentily Theft 91 Ts expertscan help you quickly develop a clear breach response strategy and incidentnanagemnt
plan:
Breach Counseling- hlelpdeterminewhether a breach has occurred and assess the severity of the incident
Crisis Management - Time -saving professional service in handling a breach
NotificationAssistance - Flee in preparing notification letters that comply with regulatory requirements
Remediation Services- Recommendations on remediation servicesforirnpacted i ndivid uals
Media RelationsConsulting- Public relations assistance to help restore your business reputation
LegalSupport- Documentation of steps taken and remediation ser vices provided
A �.�
THIS POLICY IS A CLAIMS MADE AND REPORTED POLICY WITH DEFENSE COSTS, EXPENSES OR
ANY OTHER AMOUNT COVERED BY THIS POLICY INCLUDED WITHIN THE LIMIT EXCEPT AS
OTHERWISE MIGHT BE PROVIDED WITHIN ANY ATTACHED ENDORSEMENTS. THIS POLICY
COVERS ONLY CLAIMS FIRST MADE AND REPORTED TO US DURING THE POLICY PERIOD AND
ARISING FROM ANY WRONGFUL ACTS, FACTS, OR CIRCUMSTANCES THAT WERE FIRST
COMMITTED OR OCCURRED ON OR AFTER THE RETROACTIVE DATE BUT BEFORE THE END OF
THE POLICY PERIOD OR ANY EXTENDED REPORTING PERIOD, IF APPLICABLE. ALL CLAIMS ARE
SUBJECT TO THE APPLICABLE LIMITS OF LIABILITY AND THE APPLICABLE DEDUCTIBLE(S) AS
STATED IN THE DECLARATIONS, WHICH ARE CONSIDERED TO BE PART OF THIS POLICY.
TERMS THAT APPEAR IN BOLD FACE TYPE ARE DEFINED TERMS IN THIS POLICY AND HAVE
SPECIAL MEANING. PLEASE READ THIS POLICY CAREFULLY.
A SCEN T"
d N p ERWRITING
I. WHAT WE COVER INSURING MODULES
INSURING MODULE 1: (SECURITY AND PRIVACY LIABILITY)
We Shall pay on your behalf damages and claims expenses that exceed your deductible as staled within item 4 of the
Declarations, which you become legally obligated to pay as a result of any claimfirsl made against you and notified by you to us
in writing, in accordance with Section XI of this JAiCy, during the policy period or any extended reporting period, If applicable,
arising from an actual or alleged security and privacy wrongful antis) for which you are legally liable provided Thal such acl(s)
occurred on or after it ie retroactive date.
INSURING MODULE 2: (MULTIMEDIAAND INTELLECTUAL PROPERTY LIABILITY)
We shall pay on your behalf damages and claims expenses that exceed your deductible as staled within item 4 of the
Declarations, which you become legally obligated to pay as a result of any claimfirstmade against you and i iofilwd by you to us
in writing, in accordance with Section XI of this policy, during the policy period or any extended reporting period, if applicable,
I esulting from any actual or alleged multimedia and intellectual property wrongful act(s) arising d ut ing your multimedia
activities, provided that such acits) occurred on orafter the retroactive elate.
INSURING MODULE 3: (TECHNOLOGY SERVICES)
We shall pay on your behalfdan ages and claims expenses thatexceed yourdeductible as staled within item,lof the
Declarations, which you become legally obligated to pay as a result of any clatmfirst made against you and notified by youto us
In wdtiny, In accordance with Section XI of this policy, during the policy period or any extended reporting period, if applicable,
arising From an actual or alleged professional wrongful astir), provided that such acts) occurred on or after the retroactive
date.
INSURING MODULE 4: (MISCELLANEOUS PROFESSIONAL SERVICES)
We shall pay on your behalf damages and claims expenses that exceed yourdeductible as staled within item 4 of the
Declarations, whichyou become legally obligated to pay as a result of any claim first made agamslyou and notified by you to us
it writing, in accordance with Section XI of this policy, during the policy period orally extended reporting period, if applicable,
arising from an actual or alleged professional wrongful act(s), provided that such act(s) occurred on or after the retroactive
date.
INSURING MODULE 5: (NETWORK INTERRUPTION AND RECOVERY)
We shall indemnify youfor network expenditure that exceed yourdeductible as stated within item 4 ofthe Declarations, and foi
loss of business income afterexplration ofthe applicable waitln g period as staled with In item 4 ofthe Declaratiar,si esulfing
fi oma network eventsustained byyouand notified byyouto us inwriting, In accordance with Section XI ofthispollcy, dui ing the
policy period orany extended reporting period, Ifappllcable, provided that such event(s) occurred on or alter the retroactive
date
INSURING MODULE G: (EVENT SUPPORT EXPENSES)
We shall indemnify you for event management costs., notification expenses, and support and credit monitoring expenses,.
that exceed your deductible as staled within item 4 ofthe Declarations, when such costs and expenses are.InC4rfed, following a
security event, privacy event social media event orbreach ofprivacy regulations and notified by you to us in writing, in
accordance with Section XI of this policy, during the policy period orally extended reporting pen od, if applicable, provided that
such evenl(s) of breach(es) occurred on or afterthe retroactive date
INSURING MODULE 7_ (PRIVACY REGULATORY DEFENSE AND PENALTIES)
We shall pay on your behalf those amounts that exceed your deductible as slated within item 4 ofthe Declarations, whichyou
are legally obligated to pay, including claims expenses, as a resultof a civil regulatory action orirniestigaohri. inclucing a
regulatory compensatory award civil penaly, or fines to the extent insurable by law, unposed by a federal state, a
governmental regulatory body agamstyou and notified by you to us inwriting, in accordancewith Section A of this policy, during
the policy period or any extended reporting period, if applicable as. a result of a privacy event, security even[, or breach of
privacy regulations sustained by you, provided that such events) or breach(es) occurred on orafter the retroactive date.
Ascent US v2.22015
A SCEN T"
J N O ER W R I T I N G
INSURING MODULE 8: (NETWORK EXTORTION)
We shall indemnify you for network extortion monies that exceed your deductible as stated within item 4ofthe Declamfion,s
when such monies are paid by you following a network extortion threat, to the extent insurable by lawandnotified by you to us
In writhg in accordance with Section XI of this policy during the policy period or any extended reporting period, If applicable
provided that such threat(s) occurred on or after the retroactive date.
INSURING MODULE 9'. (ELECTRONIC THEFT, COMPUTER FRAUD AND TELECOMMUNICATIONSFRAUD)
We shall indemnify you foryour monetary loss that exceeds your deductible as stated wdhih item 4 ofthe Declarations sustained
from electronic theft, computer fraud ortelecommunications fraud, which occurs on your computer network and apses froin
asecu rltyeventsustai ned byyouandnotlfied by youtous I n writing, in accorclance with SeclionX I ofth ispoicy,d a ring file
policy period or any extended reporting period, If applicableprovlded that such events) occurred on or after the retroactive
date.
INSURING MODULE 10: (REPUTATIONAL DAMAGE)
We shall indemnify you forreputational damage that eceedyourdeduotible as stated within item 4 ofthe Declarations ansing
directly from a network event sustained by you and notified by you to us in writing, in accurcar ice with Section XI of this policy,
during the policy period many extended reporting period, if applicable; movided that such network event accused on tar after
the retroactive date.
II. DEFENS,E3ETTLEMENTANDINVESTLOON OFCLAIMS
A. With respect to Insuring Modules l,2,3,4,and 7, we shall havethe right and duty to defend any Claim by a third party
against you seeking payment under the terms ofthls policy, even if any ofthe allegations of the claim are groundles, she,
oriraudulen,tandsubject to the Limit ofLiabilfy, exclusions, and otherterms and conditions of thispollcy. You shallseek
our consent, which shall not be Lin reasonably withheld, prior to appoln hnent of defense mussel.
B. The Limit ofLiability available to pay damagesand as stated within Item 3 of the Declarations shall hereduced,andmaybe
completely exhauste dy payment of claims expenses or any ether amounts covered under [he polcy. Damages, claims.
expenses, and any otheramou Fits covered underthis policy shall be applied agalns Who deductible.
C. We shall have the right to make any Investigation we deem necessary Including, without llmitatlon, any investigation with
respect to the application and statements made in the application andwith respect to coverage
D With respectto Insuring Modules 1, 2, 3, 4, and 7, if you refuse to consentto any settlement orcompromise
recommended by us that is acceptable to the claimant and elect to contest the claim, eu r total liability for any
damages, claims expenses, and other amounts covered under this policy shall not exceed
The amount for which the claim could have been settled , less the remaining deductible, plus the claims
expenses incurred up to the time of such refusa,land
Fifty percent (5010) of any damages, claims expenses, or other amounts covered under this policy incurred
after the date such settlement of compromise was recommended to you The remaining fifty percent (60'%) of
suchdamages, claims expenses, orotheramounts covered underthis policy are to be. borneby you atyour
own risk and uninsured under this policy
or the unexhausted proportion ofthe applicable Limitof li ability, whichever is less
II is further provided that we shall not be obligated to pay any damages, claims expense5or any other amounts covered
finder this polby, or to undertake or continue defense of any suit or proceeding after the applicable Limit ofLiability has been
exhausledby payment of damages, claims expenses, or other amounts covered tinder this policy and that upon such
payment, weshallhave therighttowithdralfl fromthefurtherdefense thereofhy tendering control of said defense to you.
Ascent US v2.22015
ASCEN T"
U -N U ER W R IT IN C— kt``ty=1 07 a" ill:4 U YOA uej ANf■ Pb'7d\
III, LIMIT OF LIABILITY
A. This Limit otLiabilityset forth in item 3(A) of the Declarations shall be the limit of our liabilityforLach claim and in tire
aggregate arising under each insuring Module, Including claims expenses, where applicable
8 The Limits of Liability set forth in item 3(8) of the Declaralions sh all be our total Limit of Liability under th is policy
regardless ofthe numberof Insuring Modules thatapply, incl ucl ing claims expenses where ap plicable.
C. Notwithstandingthe aggregate Limit of Liability under each Insuring Module as setforthin item 3(A) oldie Declarations,
all payments matte under this policy, regardless oft he number of Insuring Modules that app,A; will reduce the total Limit
ofLiabililysettorthinitem3(8)ofthe Declarations, In noeventwill we pay more than the total Limit ofLiabliity asset
forth initenn 3(8) ofthe Declarations.
D. All claims arising out of the same relatedor eonlinLt 1ng acts facts or elrarmsenceswithout regard to the number of
insureds, claims: orclaimants shall be considered a single claim and only one Limit of Liabuity, asset forth in item 3(A)
ofthe Declarations, will apply. Allsuch claims shall bedeemed to have been made atthelime ofthe first such c laim.
E. It) the event that a claim is notified byyou, In accomancewnth Section kl of this policy, and attaches to more than one
Insuring Moduleonly tine Limit of Uability asset forth In item 3(A) of the Declarations shall apply. In such event, at
most, only the highest of the applicable Limits of Liability shall apply to such claim. We have the sale discretion to
alloca m claims paid, if arty, against the appropriate applicable Limit of Liability, lNith regard to such claim, in noevent
shall the unroll nt paid by us tinder any Insuring Module be greater than the Limit of Llablilty set forth in item 3(A) ofthe
Declarations.
F. hhe Limits ofLiabllityfor the extended reporting period, if applicable shall be part of and not in addition to the Limit of
LI ability for the policy period.
IV. DEDUCTIBLE
A. The deductible amount set forth in item 4 of the Declarations shall apply to each and every claim. The deductible
shall be satisfied by your payment ofamounis covered underthe poldy. If a claim attaches to more than ones nsuring
Moduleonly the highest decdcllbleapplies
8 Your payment ofthe applicable deductible is a condition precedent to the paymenlby us of any amounts covered under
this policy andwe shall only be liable forlhe amount in excess oflleductible, not to exceed ourtetal Limit ofLlabilily, as
staleclinitem3ofthpDeclarations. You shall make direct payments withinthedeductlble totheoppropriate parties.
C. All claims arising out of the samprelatedorrontinumg acts facts or circumslanceswilhout regard to the number of
insureds, clainns, or claimants shall be considered a single claim and only one deductible shall apply. All such claims
shall be deerned to have been made at the time ofthe first such clainn.
D. Wewillnotindemnifyyouin respect of loss of business income meurred during the lime of the waiting period listed
In item 4of the Declarations-
V. TERRITORIAL LIMITS
This policy applies to any wrongft.'I t acts, insured event.shreaches or threats detailed under the relevant Insuring Modules
committed,. alleged to have been committed or occurring anywhere in the world unless otherwise slated in item 10 of the
Declarations,
Ascent US v2.2 2015
A SCEN T'M
d N b ER.WRITING
u INSURED
The insured means.
A. The legal entity(s) shown initem l ofthe Declarations;
B. Anysubsidiaryofthelegal enlity(s)shownlndem1oftheDeclarations, butonlyVllithrespecitowrongfilacis,Insured
events, breachesor threats as detailed under the relevant Insuring Module that occur while it is a subsidiary and
otherwise covered bythispolicy;
C. Anypast,present, Whine officer ,direclo,rtrustee, or employee ofany party described nVI(A) or(B) above, but only
while acting withinthescope oftheir duties as such)
D. Inthe event thatany party described in VI (A) or (B) above is a partnership limited liability partnershipor tantedliabilily
compan,ythenany general ormanaging partner, principal, stockholder, crownerthereo,tbutonly while acting within the
scope of their duties as such;
F_. Any agent or independent contactof including dislributot9icensees and sub4icensee$ but any while acting on behalf
of, at the direction of or under the control ofany party described r VI (A) or(B)above; and
F. Any entity required by contraetto be named an insured underthispolicy andlowhomwe consent inwriting, butonly for
the acts ofany such entity as provided by the contract, and as detailed under the relevantlnsuring Module.
N DEFIIItrIONS
A Application means all application forms, including any attachments thereat, and all other information and materials
submitted to us by you or on your behalf in connection with the undridil Ing of this policy All such applar ions
attachments, information, and materials are deemed attached to arid incorporated into this policy.
B, Bodily injury means physical injury, sickness disease death mental angreh, mental Injury, shock, humiliation a
emotional distress sustained by any person
C. Breach ofcontractmeans breach ofawritten conk act(s) with a clien Ito perform technology services because of
Thetechnology services being negligently performed orcontaining a material defect,
2, The technology services falling to meet any statutory term concerning gualitysafety, of fitness for a particula
express prupose or failing to meet an implied duty to exercisethat degree of care or skill consistent with
applicable industry standard,scr
3. Breachofany hold harmless orindemnity provision regarding infnngementofintellectual property rights breach
of security, or the confidentiality of information.
Claim means
1. Awritten demand fornonelarydamages ornon-monetarymlief, a request fore tolling agieement,the service of
a civil sui,torinstitution ofarhitration proceedings received byyou seeking monetary damages orthe threat or
initiation of a suit and/or proceeding seeking a temporary restraining order m a preliminary or permanent
1 nlunction.
2. A formal civil administrative proceeding or regulatory action m investigation to the extent covered by Insuring
Module 7,.
3. Anetwork event;
4. Notification to us of the need to incur event management costs, notification expensesorsupportand credit
monitoring expenses; or
51 A network extortion threat;
6. Notification to us thatelectronic theft, computerfraudand/ortelecom onunications fraudhas occurred.
Ascent US v2.22015
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U N D. ERWRITING N_bYtla�7l�f l=fa.L:l:1el'1�l�ltl ■l�6`le\-
E. Claims expenses means
1. Reasonable and necessary legal costs and expenses Incurred with, our consent and charged by an attomey(s)
approved by us to defend aclaim;
2. All other reasonable and necessary fees,costs, and experisesresulting from the Investigation, adjustment defense,
and appeal of aclaim Ifincurred by us, or by you With ourwrllten ccnsentir
i. With respect to Insuring Modules I and 7, your reasonable and necessary legal costs and expensesincurred
with our consent in the defense of any civil administrative proceeding or regulatory action as a result of a
privacy event security event, or breach of privacy regulations by you or on your behalf by someone for
whom you are legally responsible
Claims expenses does notinclude any salary, overheador other charges incurred by you for any ilmaspent in cooperating
fi thedefenseandinvestigationofanyclaimorcrrcutnslancewhichmightleadtoeclaimnotifiedunderthispolicy
Computer fraud means an intentionatinauthori2ed orfraudulent entry ofdataindUcling when such entry is mado via
the internetoranother computernetwork by any person or persons including an employee that results 61 any or all of
the following;
1. Yourmoney, yoursecurldes oryour otherasset being transferred, disbumedpaid, delivered, altered,
corru pled or lost.
a. Money, securities or other asset of your customers ordients being disbursed, paid, delivere,dalared
comrpte,dor lost from an account that is in you rtrust or con h ol.
3. Creation ofan unauthorized or fictitious account in your name
G. Computer network(s) means interconnected electronic, winces ;sever, or similar systems (including all hardware and
software) used to share or process data or information in an analog digital electronic or wireless format lndudingbut
not Ilmlted to, computer prog(art .5 electronic data operating systernssavers. media libraries associated input and
output devicesmobfb devices networking equipment telecommunications systertwebsitesaxtranels, off line storage
facilities (tothe extent that theyhold electronic data), and electronic backup equipment. With the exceplksnof Inswing
Moclules 5, 0 end 10 computer netwokk(s) also means the uWofcompudng resources that or'a delivered as a service
over a network orthe Internet (commonly known as "cloud rompating'')
M. Computer virus means a program that possesses the ahilityto create replicas of itself(commonly known as"auto-
reproduchbprogram) within other Irrograms or operating system areas or which is capable of spreading copies of
itself wholly or partly pother computer netwol (s).
Damages means a monetary judjment consumer redress fund award seftlement or punitive damages to the extent
Insurable under the lawpursuant to which this policy is Construed Damage& doesnotinclude
1. YOUYfntnre profits orroyaltlasteslAubo,norelisgorgement ofyourproi
2 Thecosttocomply withor'ders granting trunctiveornon-monetary relief, including specrfc performance, starry
agreement to provide such relief;
3. Loss ofyourfeesorprofits ,returneroffset ofyourfeesordlarges,oryourcommissionsorroyaltiesprov,ded
or contracted to be provided
4. Tapes fines, penalties or sanctions; howeverlhis does not include civil fines or penalties to the extent
Insurable by law or to the extent otherwise covered under InSnr l ng Module 7
i;. Any damages that a re a multiple ofcompens atory damages
6, Any amolintwit chyouarenot Iinancianyorleg ally obi igatedtopay;
7. Disgorgement or return of any remuneration or financial advantage to which you were not legally entitled;
Ascent US v222015
ASCENT"
U N U ERWRITING IabYN��7l�f=1a:IJ:UI'1�l�ly�l�i-YG�'
5. Monetary judgments, awards, or settlements which are uninsurable under the law pursuant to which this policy
1s conshue;d
9. Past, present and/or future license fees ofany kind; or
10. Liquidated damages,
I. Data means any machine readable information, including ready foruse programs or electronic data, irrespective of the
way it is used and rendered irnducting, but not limited to, text or digital media.
K. Deductible means the amount specified intend 4oftheDeclarations
-
L. Delivered programs rneans programs, applications, and software where the development stage has been finalized, and
are ready foroperational use, having passed alltest-ams and been proven successful ma Ilveenviront cent
M. Denial of service means an unauthorized ormalicious attempt or attack on orvia a computer networkto make
coin puternetwork unavailable toitsintended users,
N. Electronic theftimeans,
I. The transfer,alteration, cormption, or theft of your intangible asset
2. Disclosuredupllctiogortheflofyourintangibleasset(s)loaperson(s)or entities(s) who are not authorized
to receive it.
D, Employee(s)means any Individual in your service, including any part-time, seasonal, and temporary workers crony
individual who is working on your behalf or at your direction and under your direct control. Employee does not
include any of yourpai mers or dlrecturs.
P. Event management costs means those reasonable_and necessary fees you incurwith onr consent and which are
approved by us for the employment ofa publicrelationsconsultant ifyou reasonably conslclerthatsuch appointmentis
needed In order to avert or mitigate any materiat damage to any of your brands following an actual or alleged security
event, privacy event breach of privacy regulations, or a social med is event.
Extended reporting period means the period of time after the end of the policy period for reporting claims as
provided t n Section X ofthis policy
R. Hardware means any and all physical components ofa computer system.
S Human errormeansan accidental action oroperating error, by youremployee(s),
T. Intangible Asset means non-public information brnon-tangible propedy;whichisowned byyom ndis ieldwilhinyour
computer network but has no physical substance including trade secrets; copyrights, patents, trademarks, data or
otherinformatfonwhenihe dISCIDSrIfe, thefi,corruptionorcopying ofsuchwould causeyou a monstaryloss orgive a
competitor commercial advantage to which they would not have previously had.
U, Lossof business incomemeans thenetincome(netprofil or loss before Income taxes) thatyou wouldhave earned
had no network event occurned.
Loss of husiness income does not include reputatlonal damagaelectromc theftor telecommunications fraud.
V. Malicious code means software designed to infiltmledisrupt or damage a computer network or gather sensitive,
Information, allwtlhoul the owner's informed consent, by a variety offorms including, but not limited to, Trojan horses,
spyware, malwam, dishonest adwai e and a nnewme.
W. Miscellaneous professional services means your business Services, which are performed for and on behalf ofyour
clients or in the course of your business and limited to those:services stated in lfem I I of the Declarations
X, Money meansamechunn ofekchangeincurrent usoandauthorized or adopted byadomesticorforeign government
and includes current', cons. banknotes, bullions, or registered checks,
EIM Ascent US v2.22015
A SCEN T"
U N D ER W R I TI N G lel.YNau7lM,I:fa:1 J:U11e1�Uf1PbYd\'
Multimedia means the release ofany content in aphysical or electronic format, including,'internet content, reAlSpapers,
newsletters, magazines, books, brochures, images orothertypes ofpublications and advertising innotehals.
L. Multimediaand intellectual property wrongful act means
I. Defamation including, but not limited to,. disparagement or harm to the reputation or character of any person or
orgafieallon, libel slander productdisparage meninade libal, or infliction of emotional distress or mental
anguish;
2. Invasioninfringement, or interference with the right to privacy or right of publicity including false light, pubc
disclosure of private fools, including those of an employee, intrusion. or commercial appropriation of name or
likeness;
3. Plagiarisirpiracy, or misappropriation of ideas
4. Infringement of copyit ht domain namontle or slogan trade dress or the dilution or infringement of trademark
service mark, service name, or trade name;
5. Wrongful entry oreviidion trespasseavesdropping, false arrest malicious prosectionor
G. Liability arising outofyournegligence in connection with yavrelease ofmultimedia content inadvertising.
A& Named insuredmeanslheindividual,padnershipentiyorcomoraliondesignatedassuchlntheDeclarathris
BB. Networkeventmeans loss sustained byyouinconnectionwith yourcomputernetworlds)ansingfrorm
I. Asecurity event privacy eventora breach ofpdvacyregulatoins,
2. Computer virus;
3. Malicious code;
4. Accidental corruption ordestruction of your databecause of human error;
5. Damage ordeshaction ofhardwar,esottiatyourdata stored isnoUroachinereadabl;e
6. Malfunction or failure of your computer nell
7 Programming error ofdelivered programs
81 Natural disaster, but onlyfor comrpticindestmciion, ordamage to yourdata;or
9 Failure of a direct or back-up power supply or unclerlover voltage but only if such power supply is owned,
operated, and controlledbyyou.
I-loweve,r a network event;
1. Only covers losses arising from delivered programs
2. Only pertain to your loss and does not mclur, coverag for any claim made by a third party or any tdadm
resulting from an incident occurring on the computer Infrastructure of an outsourced entity or third party service
provider
3. Does not include coverage for loss of any money or securities,exceplas specifically provided under Insr:ring
Module 9
cc. Network expendturemeans costs incurred with our consent and authorized by us arising from a network event.
which mayinclude:
Youractu al costs to restore, re -collect or replace data, including expensesformatenal,sworking lime, and
overhead costal location atlheaffected localion(s) associated will restoring or replacing data;
MIM Ascent US v2.22015
A SCEN T1
khY�lad�l�1�:1:1.L1
d h 9 ERWRITING �
2. Your reasonable and necessary costs and expenses Incurred with our consent of specialists, investigator
forensic auditors, breach counselor loss adjusters retained byyou for the purpose of conducting a review of
audit to substantiate that a network event is occurring or has occurred, or to determine the scope, cause or
extent of any theft or unauthorized disclosure of information ordsta, including when yourportable media and
data storage devices areaway from your premises
3. Your reasonable and necessary costs and expenses for the use of rented, leased m hired external eyuiprnegt
services, labor. pr rusesor additloral operating costs, including staff overtime end expenditure, provided that
these costs arid expenses were reasonably incur mad as a resu It of a network evenitor
4. Any othen easonable and necessary costs andexpenses that you i ncur din ertly as a resu It of a network evert.
Network expenditure does not include loss of profits or loss of business income orreputational damage. Network
expenditure ispartof, and not inadditlon to, the LimitofLiability staled within item 3oftl ie Declarations.
DD. Network extortion threat means a credible threat or series of related threats, including a remand for funds, directed at
you to avoid corruptiondamage, destruction, or intmd action of a computer virus, malicious code, or a denial of
service to any aspect of your computer network, crony th real or series of related threats to release, or disclose
confidential and personal information which resides within your com pater network.
EE. Network extortionmonies means:
Monies payable by you, with our priorwrtten consen.tto a persons) or enlitydes) reasonably believed to
present a network extortion threetforthe purpose ofterninating such a threat; or
Other reasonable and necessary costs andexpenses payable by you with our prlorwrltten consent directly
resulting from a network extortion threat.
FF, Notification expenses means those reasonable and necessary legal expenses, postage expenses and related
advertising expel ses you incur with our consent and which are approved by us to mitigate damage to your brand or
comply with governmental privacy legislation inebriating notification to affected individuals In the event of a sacurry
event, privacy even or breach of privacy regulations that results in the compromise or potential compromise of
personal information maintained byyou orotherwlse residing on a computer network operated by you or urn your
behalf
C:C9 Otherasset means a tangible and physical prod Oct that is owned by youor is under yourtrustorcontrcland
1. Has an economic value; or
2. Isheld as inventory for sale;. or
3. Is sold orexchanged in trade or commerce, or
4 Isshlpped via land sea or air
Other asset does not include money or securities
HH. Policy period means the period of time from the effective dale to the expiration dale as specified in item 2 of the
Declarations, or to any earlier cancellation dale
II- privacy event means a breach of confidentiality, infringement, or violation of any right to privacy including, but not
limited to, a breach of your privacy policy, breach of a person's right of publicity, false ligh,t inin.rslon upon a person's
seclusionorpublicdisclosure ofapersofsprivateinformaticn.
Privacy regulations means statutes and regulaten,sassociated with the confidentlelityacces;seontrol, and use of
personally identfiiable, non-public Information including, but not limited to the following or similar statutes and
regUbtlone
Flealth Insurance Portability and Accountability Act off 996 (Public Law 104-191), (mown as HIPAA, including
amendments coutalned in the Health Information Technology for Economic and Clinica Health Act (HI I ECH)
and related slate medical privacy laws;
Ascent US v2.22015
A SCEN Try
U_IJ g ER W R I T ING IebY�la�7l�l�:1a:�9:1�11sJ�lKiUb'f ��
2. Gramm-Leach-BlileyAct of I919(G-L-B),also known as the Financial Services Modernization Actof 1999:
3. State and Feder at statutes andregulations regarding the security and privacy ofconswnreinfolmation;
4. Governmental privacy protection regulations or laws associated with the control and useofpersonal information
5. Privacy provisions of consumer protection laws, inch ding the Federal Fair Credit Raper tingAct (eCRA)and
similar state laws;
6. Children's Online Privacy Protection Actor similarlaws;
7,-rheEU Data Protection Actor othersimi [a rprivacy laws in otherjurisdiction%, or
0. Identity Theft Red Flags Rulesunderthe Fair andAccurate Credit TransacitonsAct of 2003 (FACIA,)
IM, Professional wrongful actmeans:
1.. Negligent breach ofduly, negligent misrepiesentatoin.ornegllgent act,enar,omission ormisleadingstatemerd
-in your performance oforfadure to perform technology services wtlh reference to Insuring Modde3or
miscellaneous professional services with reference to Insuring Module 4.
2. Unintentional breach of contract, but only in connection with your performance of or failure to perform
technology services.
LL. Progiamming error means an error, flaWmistakq failure orfartlt which occurs during the development or encoding of
a computer program, sollwaie, or application, which would, when in operation, resu It in a malfu nction or incorrect
operation ofa computer network
MM. Property damage means physical injury to, Impaimten,i destruction, or corruption of any tangible property, hmludlng the
lossthereof. Data is not considered tangible property
NN Regulatory compensatory award means a regulatory agenep monetary award to a third party, induding a sum or
money whichyou are legally required to deposit into afund asequitable rellefforthrepayment ofconsumei daimeclue
to an adversejudgement orsetllement ofa regulatory proceedin g Regulatory compensatory award does not include
a aiminal penalty or fine Issued by a regulatory agency of any kind, Including federal, slate, or localgovernmental
agencies.
00 Reputational damage means yourloss ofnalincome(net profit odoss before Income taxes)due to,
'I. Termination dfyourseNices contract by one ofyourckent(s)and/or
2, Reduction in the Value ofyourbusiness and brands
.
where such lossarises directly fi om a network event.
PP. Retroactive date means the date specified in item 5 ofthe Declarations.
QQ. Securities meanswritten negotiable and non-negotiable instniments orcontraetswhicn representmoney orotherasset
Securities does not include the actual money or other asset
RR. Security and privacy wrongful act means;
11 A privacy event, security event orbreach of Privacy regulations committed by you orwhich Occurs an your
computer network;
2. Yourfailureto disclose a security event orprivacy eventin violation ofnotification laws ormgulations;
3. YourfailLire to preventtransmisslon ohnaliciouscode, a computer virus, of a denial of service afta(,k from
your computer netwok;
Ascent US v2.22015
A SCEN T"
h N O—ER-W-RITING
Your€ailure loprevent loss ofemployee personally identifiable information, asdefined in privacy regulations;
or
Your failure to maintain the security or confidentiality of personally identifiable information stored on your
computer network under any contract, including huh not limited toapayment card processing agicemenl with a
financial institution of other payment processor.
SS, Security event means
The misuse or unauthorized access of your computer network;
2. Theuseofyourcomputer network foradenialofservice attack;or
1 Your breach of duly to protect the security and confidentiality of non-public proprietary corporate information,
and/orpersonally identifiable non-public information eitherinanelech'on is or physical format.
TT. Social media event means the rate asa of any electronic multimedia conten.tby an employee on any social network or
social mediaelectronic piatofmt_
UU. Subsidiary(les) means!
Any entity ofwhich more thanfiflypercent (50%) ofthe issued and outstanding shares a repwned byyou, on or
before the commencement of the policy period; or
Any entity which becomes a subsidiary during the policy period provided that such entity (Ices not represent
more thanatwenty percent (20%)increase inyourlotalassets empioyeecount orgrossfever ueasofthedato
of lire acquisition Where such entity represents an increase in your total assetsemployee count or gross
revenue of more than twenty percent (20°/,), such entity shall be deemed a subsidiary under this policy, btri
only upon the condition thatwithin thirty (30) daysofll becoming a s u bsi diary, you shall have provided uswith
full particulars ofthe new subsidiary and agreed to any additional premium and/or amendment of the provisions
of this policy required by us relaling to such new subsidiary, subject to advanced mceip,tieview and
acceptance by us oft i.Jl I and complete underwriting information.
W Support and credit monitoring expenses means those reasonable and necessary expenses you Incur with our
consentand which ni e approved by us forthe provision ofcredit file monitoring services, credit repair and restoration
costs, identity theft monitoring expenses, identity trait education and assistance, including call center expenses, in the
event of a security event, privacy event or a breach of privacy regulations, which results In the compromise or
Potential compr'ontiso of personal information maintained by you or otherwise residing on a computer network
operated by you or on your behalf.
I/INI/. Technology sei vices means your computer and electronic technology services, which arc. performed for and on behlilf
of your clients or in the course of your business and may include data processin,gweb design, hosting, internet or
network services content delivey, programiniiug, technology consulting, inetdlalloq integration, configurathg oupport
or management services, software development9esigh sane or other rebated technology services. Technology
services does not include any other professional achivtties oradvicewhell isnot directly related to technology activities.
xx. Telecounnifunicallons fraud means an intentional, malidous orwilful act that results inthe misuse or unauthorized
access of your telecommunication system by a third party.
YY. Waiting period Means the number of hours that must elapse as provided in item 4 of the Declarations beforethe
recovery of loss of business Income can be considered
ZZ. "We;"us",or'our" means the insurers providing this insurance,
AAA. You,"your" and "yours' means the insured as provided in Section VI of this policy.
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ASCEN T"
d N b ER W R IT I N G ktiYtlad�lN�:fa:�J 1N 4�1■UlAW=
W WHAT WE DO NOT COVEREXCLUSIONS
We shell not be liable for any claim directly or indirectly arising out of or In anyway attributable to:
A. Any Wffengful acts or the same relatedor continuing acts, facts,. or circumstances that were first oommilted or first
occurred prior lolhe retroactive date;
B. Anyevent, threalandlorbreach OfregUlations orthesame, related or continuing events, threats, breaches,facts or
circumstances that were first committed orfirst occurred priorto theretroactive date;
C_ Anywrongfulacts orthesame,related orcontinuing acts, facts, orcircumstaneesthatlookplace pnortothecontinuity
dale ifyou knewor could have reasonablyforeseen bythat date that such acts, facts, or circumstances could bell io
basis of a claimer circumstance. The continuity daleisthe earlier ofthe inception date of either this policy at the first
Policy issued by Ascent Underwriting loyou that has been Conti nuously renewed,
D. Any evert, threat and/or breach of regulations or the samerelated or continuing events, thrits brencheg facts [x'
circumstances thattook place fir lor to the I nceplion ofthispolioy, Ifyou know or could have reasonably foreseen such
eventp teats breaches, fads or circumstances could bethebasis ofaclaim orcircumstall ce
E. Any claimorcircurnstancenotifiedtoapreviousinsurerpriortotheinceptionofthispoluy;
F. Any claim made by an insured against another insuradUrlertS such dell n is brought by an employee under Insuring
Modules 1 or6,
G. Your malicious, fraudutegtdishonestor criminal act. Notwithstanding the foregoingthe Insurance afforded by this
policy shall apply to claims expenses incurred in defending any such claim until final adjudicadn but shall not apply to
any damages thetyou might becomelegally obligated to pay We will have the rightto recover those cla ins expenses
incurred from those parlies found to have commi Iced malicious, fraudule,ndfishonesl, or criminal acts by a coui [jury, or
arbitrator. However, this exclusiondoes not bar coverage for the actions of a rogue em ployee, or coverage afforded
under Insuring Module g, For purposes of this exdusio,n"rogueemployee' means an employee who acts maliciously,.
fraudulently, dishonestly or criminally without the knowledge or consent of your Chief Information Officer, RiskManager,
General CounselChief Operations Officer, Chief Executive Officer or their functional equivalents within the legal
e lity(s) shown intern 1 ofthe Deelarlllon,
Fl, Socilly Injury, except that this exclusion shall not apply to wrongful infliction ofemotional dish ass or mental anguish
arising ol-doftechnology services, in ulthnedia, privacy event, security event, or@ breach ofprivacy regulations;
I. Properly damoge;Fai theavoidance ofdoubt, this policy provides coverage arising fiott)thelossotclatawhpiistich
loss arises from physical damageto hardware;
.1. Satellite failures, electrical or mechanical failures and/or Interruption imuLldingbut notlimited to, electrical disturbance,
spike brownout or blackout, outages to eledriciti, gar, wale[ telephonecable telecommunidiims, gradi.ral
deterioration ofoverheadtransmissio,ndislrloulion lines or subterranean insulation or cabling or other infiastnrckile,
unless such infrastructure is Linder your operational control and unless such claim forms part ofanetwork event
K. The actual or alleged inaebnrate, madequae or incomplete description of the price of goodr,producls, or savices
Including your cost guaranteoaoslrepresentations7oi tprice,orcostestimatesbeingeceeded
L the violation ofany economic or trade sanctions by the United States gDvfnmentrcluclingbutnotlirnitedto, saictions
administered and erforced by theUnited States Treasury Depatmeri's Office of Foreign Assets Control ("OFaQ;
M, Any breach of any express implied actual, or constnrctive contract, wararty, guaenlee, or promiseor the bobilly of
others assumed by you under any conlmot oragreemert6utthis exslLrslordoes not apply to.
1. Any liability or obligation you wouldhaveintheabsenceOfSuch contract oragreemen,t
2. Unintentronallbroach of contract, but an lywi Ili respect to tech no log yservices; or
3. A breach of your privacy polic;y
Ascent US v2.22015
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U -N - D- ER W R IT IN G— t_b'itlax'1lN�=fa:�J:i�l'1\IAIN�Uf�YG\ —
N. The actual or alleged government enforcement or investigation of any state or federal regulation including. but not
limited to, regulations promulgated by the United States Federal frade Commisslo,n Federal Communications
Commissio,nor the Securities and Exchange Commissio;nbut this exclusiondoes not apply:
1. Totheextent that a claim falls under Insuring Module 7; or
2. Toaclaim by a government entity brought in itscapadity as a customer ofyoU arising inthe course ofyoui
p revision of tech nology services Oran iscellaneous prefessiona I services to such govern me i i lenity,
g. Any employer-employeerelations policies,practice,sacts,oromissions,anyacWaloialle.gedrefi,lsaltoemployany
person, or any misconduct with respectio employees. This ineludesbut is not limited to, claims arising under wokers
compensation orsfmllar laws unless such clarns are made by an employee arising out of a security event, privacy
event or breach of privacy reg nations;
P Any actual or alleged discrimination ofany kind including, but not limited to,age,color, race, gender, creed, national
atigi n marital stars sexual preferencealisabi lltyor pregnany;
Q. Strikes or similar labor actions, war, invasion, act of foreign enenn yhostilities or warlike operalans(whethfedeclared or
not), civil war, mutiny civil commotion assuming the proportions of or amounting to a popular uprising military uprising
insunectio,miebellion, revolutionmilitary or usurped powe,rorany action taken to hinder or defend against these
actions. This exclusion also excludescoverage for any loss or damages arising OUT of confiscation or natonailzalnn or
requisition or destruction ofordamageto property by orunder the orderof any government or public or local authority. This
exclusion also excludes loss, cost damages, or claims expenses cf whatsoever nature directly or Indirectly, caused by,
resulting from, Orin connection with any action taken in controlling, preventing, suppressing, or In anyway relating tothe
above
R. Alllossesm expensesarisingfron a terrorist act. For the purposes of this agreement a ter not ist act means an actor
series of acts including the usu of force. or violence of any person or group(s) of persons, whether acting alone of on
behalf of or In connection with any orgarvatlon(s) committed for politicelieligaus a ideolool purposes, 'inducing
the intention to Influence any government and/or to put the publicin fearforsuch purposes,
S. Yourcommercialdecision tocease providing apadicularproductorseivice;
T. Prizes, awards, or coupons
U. Any Priest penalty ansingout starry agreement by you to comply withor follow the Payment Card Industry Standard or
any Payment Card Company rules; or implement maintain or comply with any security measures or standards related
to any payment card data including, but not limited lo, any fine or penalty imposed by a payment card company on a
merchant bank orpayment processor that you have paid or agreed to reimburse orindemnify However. this exclusion
shall not apply to civil penalties and fines to the extent insurable bylaw at out of an otherwise covered claim under
Insuring Module 7:
VAny actual or alleged unfair competltioq antitrust violatlonsfeceple trade practices or iestrant of trade or antltud
statute legulation,or re.guleion Howver this exclusion shall not apply to the extent that a claim falls under Insuring
Module 7;
IN, The actual or alleged infringement of any patent or the mtsappopriation theft. copyingdtsplay or publication of any
trade secret, unless such claim arises from a security event ora privacy event and does not involve your actual or
alleged infringers(it,misappropfiationtl�ft copying display ar publicatin.
X Your knowing use of illegal orunlicensed programs that are inviolation ofthe provisionsorlaws referring tosoftware
preteens) I;
Y. The actual or alleged purchas,esale, offerof, orsolicitation start offerto purchase or sell ser:ulles, orviontion of any
securities law Includlngbut not limited to, the provisions of the Securities Act of I933 the Seculies Exchange Act of
I934 the Sarbanes-Oxley Act of 20Q2 or any regulatiotromulgated under the foregoing slatuLs, or any racier a,lsota
local, or foreign laws similar to the foregoing statute,slncluding "BlueSky' laws, whether such law is 9WITIroy,
reguldo y, or common law,
Z Unauthoirzed trading of money,securities, property or anyolhar medium whether or not In your name and whether
or not in a genuine orfiotitious account. This exclusioir also applirs to raiding in eacessof approved authority levels or
outside ofapproved parameters. This exclusion shall notapply lodirect losses incunedby you as a result ofcomputer
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fraud which resultsin improper financial gain to an employee. However, we shall not be liable for any employee
salary, commission,sfeesorothei employment associated compensation
K. INNOCENT INSURED PROVISION
A. Whenever coverage under this policy would be excludedsuspendedor lost because of nonconptance with Section
XI, refacing to the giving of notice of claim to us, with respect to which any other insured shall be in default solely
because of the failure to give such notice or concealment of such failure by one or more insureds responsible forthe
loss or damage otherwise Insured Iererinedr, then such Insurance as would otherwise be afforded under this policy shall
cover and be paid with respectlo those Insureds who did notpersonally commit; personally par ideate in committihggr
personally acquiesce in such failure to give noticoprovided that the insured entitled to the benefit of this provision shall
comply with Section XI promptly after obtaining knowledge of the failure of any other insured to colupty therewith.
Notwithstanding the foregoing, the reporting of any such claim trust be made d uring the policy period or extended
reporting period, if applicable,
B. Whenever coverage under this policy would be exckuded,suspended or lost because of ExcusionG relating to
malicious, fraudulent, dishones,tor criminal acts by any insured then such insurance as would otherwise be afforded
under this policy shall cover and be paid with respect to those insureds who did not personally commit personally
participate in commli6ng, personally acguiesc,eorremain passive after having personalknowtedge thereof.
X EXTENDED REPORTING PROVISIONS
A. Aulornific Extended Reporting Pei iod. Ifeitheryou or us shall cancel or tronrlarwethispoldy, you shall I love the right
following the effective date of such cancellation ornon-regal, to a period ofsixty (60) days thereafter in which to give
wrr nnoticetousofclaimsrelatingto[hoseInsuringModules)purchasedasshownintheDeclarations,providedthat
any actual oralleged wrongful acts under Insuring Module(s) 1. 2,3, or4, network event underinsuring Mori Weir) 5 or
10, Security event, privacy event, or breach of privacy regtdations underInsuring Module 6, privacy event,
security event, or breach of privacy regulations under Insuring Module 7. network extortion threat under hrsuring
Module 8, or security event under Insuring Module 9, all ifapphcable, occurredprior to the end ofthe policy period
and are otherwise covered by this policy, and are reported to us during the automactiextended reporting period, and
subject to the conditions set forth herein..
B. Extended Reporting Period EndorsemeMingle event ofcancellation or'non-renewal of this policybyyou orus,you
shall have the right, upon payment infulland notproportionallyoroil erwise in part of
One hundred and twenty five percent (125%) of the gross annual premium set forth in item6 of the Declarations
to have issued an endorsement providing a 12-month extended reporting period for claims relating to those
Insuring Module(s) purchased as shown in the Declaration,sprovided that any actual or allegedwrongful acts
under Insuring Module(s)1, 2, 3, or 4, network event under Insuring Module(s) 5 or'10, secu city event,
privacy event, orbreach ofprivacy regulations under Insuring Module 6, privacy event, security event, or
breach ofprivacy regulations Linder Insuring Module 7 network extortion threat under Insuring Monde8,
or security event under Insuring Module 9, all if applicable, occurred prior to the end of the policy period and
are otherwise covered by this policy and are reported to us during the extended reporting pefod, and subject
totheconditionsset forthhersin or
Two hundred percent (200%) of the gross annual premh in set forth in item 6 ofthe Declarations to have issued
an endorsement providing a 24-month extended reporting period for claims rolatingto those Insuring
Modulc(s) purchased as shown in the Deckara[ionsprovided that any actual or alleged wrongful sets under
Insuring Module(s)1. 2, 3, or4, network event underinsuring Module(s) 5 or10, securityeventprivacy
event, or breach offlovacyregulations underinsuringModule6,privacy event, securityevent.orbreachof
privacy regulations under Insuring Module 7, network extortion threat render Insuring Module 4 orsecurity
event u ndei Insuring. Module 9, all if applicable, occurred prior to the end of the policy period and are
otherwise covered by this policy and are reported to us during the extended repenting period, and subject to
the conditions set forth he rein
In orderforihe named insured to purchase the extended reporting period, the payment of the additional premium
trust be paid to uswithin thirty (30) days of the non renewal or cancellation
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C. The Limit oft -lability for the above extended reporting periods shallbapart of, and notin addition to, theLfmit of Liability for
the polfcyperiod.
D. Our quotation of a different premium, deductible, or Limit ofLiability or changes inpolicy language forlhe purpose of renewal
shall not constitute arefusal torenewby us,
E. Therlght atheextended reporting period shall notbeavailable tothe named f nsured wherecancellationonnon-renewal
by us is because ofnon-payment ofpremium oryourfailure to pay amounts within the applicable deductible.
G. All notices and premium payments with respectto the extended reporting periods hall be directed to us through your
insurance agent or broker.
If. At the commencement ofthe extended reporting period in Paragraph 6,above, the entire premium shall be deemed
earned and in the event the named Insured terminates the extended reporting period for any reason prior to its natua1
expiration, wewil I not be liable to return any terem ium paid forthe extender) reporting period.
%l NOTICE OFCLAIM ORCIRCUMSTANCE THAT MIGHT LEAD TO A CLAIM
A If any clam is made against you under Insuring Modules) 1, 2, 3, or 4 then you shall forward every demandnollce,
summons, or other information received by you oryour representative to us, through persons named in item 7 ofthe
Declarations, as soon as practicable after your Chief Information Officer, Risk Manage;rGeneral Counsel Chief
Operations Officer, Chief Executive Officer or their functional equivalents within the legal enitiy(s) shown in Lon 1 ofthe
Declarations have first become aware of such cla'un, provided that such demand, notice, summons or other information
Is not received by us more than for rteen (14) days after the expi ration ofthe policyperiod,
B. Ifyou have any claim underinsuring Module(s) 5, 6,7,8,9, or10 then,youshall immediately forward to us notice
through persons named initem 7 of the Declarations, as soon as practicable afteryourChlef Information Officei, Risk
Manager0eneral Counse )Chief Operations Officer, Chief Executive Officer or their functional equivalents within the
legal entily(s) showninitem l ofthe Declarations have fii stitecome aware ofsuch claim, piovidedthat suchnoticeis
notreceived by us more than fourteen (1 1) days after the expiration Ord is policy period.
C. Ifduring the policyperiod, your Chief Information Officer, Risk Manager, General Counsel, Chief Operatiarrs Officer,
Chief Executive Officer or their functional equivalents within the legal enlity(s) shown in ftern 1 of the Declarations
become aware of any acts, facts, or circumstances that they believe could give rise to a dam, they must give Milan
notice ofthe following information to us, through persons named in item 7 ofthe Declarations, as soar as practicable
during the policy period
I, Specific details ofthe acts,facts, orclrcumstances that could reasonably be the basisfor a claim,
2. Possible damages, penallie,sor other amounts potentially covered under this policy that may result or has
resulted from the acts, facts or circumstances;
3. Detailsragardinghowyoufirstbecameawareoftheacts,facts,orcircumstanceand
4. The computer network security and eventlogs, which provide evidence ofthe alleged incident.
Any subsequent Claim adsing out of such acts, fuels, or circumstances which is the subject ofthewritten notice will be
deemed to be a claim at the time written noticecomplying with the above requirements was first given to us. Any claim
arising under Insuring Module(s) 5, 9 or 10 will be deemed to have been made on the dale you first became aware of
the acts, facts, or circumstances resulting in such loss.
D. Aclatm shall oeconsideredtobe reportedto uswhen noticeisfirslgiven to usthroughpersonsorentitynamed initem
7 of the Declarations,
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A CALCULATION OF LOSS PROVISIONS REGARDING LOSS OF BUSINESS INCOMEINTANGIBLE ASSET AND
REPUTATIONALDAMAGE
In the event of loss occurring Linder Insuring Modules 5, 9 and/or 10 an auditor and/or a loss adjuster will be appointed by mLnual
agreement of us and you to calculate the amount of loss. If such an agreement cannot be reache,dwe will appoint theauditor
and/or loss adjustersublect toyour consent, such consent not to be unreasonably withheld. We will pay the cost and expense
related to the auditorand/or loss adjustertfialexceed your deductible asstaled in hernhofthe Declarations. Such paymentwill
be applied against the applicable Limit of Liabiltly.
Requests made by you for Indemnity by us shallbe accompanied bye computation oftheloss consistent with this section ofthe
policy. This shall set outln dotail how the loss has been calculated and what assumptions have been made. You shall produce
anydocumentaryevidence, 'including any applicable reports, book, of accounts, ots,invoices, and other vouchers and copies of
such which we may require, and youshall afford us or our agent every assistance intheirinvestgiaolns.
Any claims payment under this Section will, where appli(;abl,ebe reduced by the extent to which you
A. Use damaged or undamaged data, orintangfble asset, or
B. Make use ofavailable stock, merchandis,eor other data or intangible asset; or
C. Use substitutefaciltiss, equipallt or personnel
LOSS OF BUSINESS INCOME UNDER INSURINGMODULE 5 AND REPUTATIONAL DAMAGE UNDER INSURING MODULE
10
Thecalculstionoflossregarding loss of business income and reputational damage under Insuring Modules) Sand I uwill be
based solely on loss ofthe net income attributable to a network event and shall be based on an analysis Oldie revenues and
costs generated during each month of the twelve (12) months prior to the loss occuring and will also take into account the
reasonable projection of future profitability or otherwise had no loss occurred and will include all material changes In market
conditions that would affect the profits generated,
INTANGIBLE ASSET UNDER INSURING MODULE 9
The caiculM on of loss regarding Intangible asset tinder Insuring Module 9 will be based solely an loss Of file list income
altrlbutable to electronic Ilioft oreamputerfraud and shallbe based on an analysis ofthe revenuesand costs generated dunng
each month ofihe twelve (12) months prior to the loss occurring and will also lake into account the reasonable projection of ti.1 Lure
profitability orothehvise had no loss occurred and will include all material changes in market conditions that would affect the prof is
generated
Any dispute that arises between you andus regarding thecarculation ofloss shall be resolved In accordance with Section XXI
DISPUTE RESOLUTION.
XL ASSISTANCE AND COOPERATION
A. Youshallcoopmate with Lis inallinvestigatlons.Youshallexecuteallpapersandrenderallassistanceisrequestedby
us. Part of this assistance may require you to provide copies of a third part system security and event logs.
Upon our request, you shall assist in making settlements in the conduct of suits and in enloi cing any right of
contribution or indemnity against any person or organization who maybe liable to you with respect to whinh insurmce 1s
afforded under this policy. and you shall allend hearings and trials end assist in securing and giving evidence and
obtaining the atteiidance ofwitnesses at your own cost.
C. You shall not admit any liability,. make any payment, assume any obligations, incur any expens,eenai into any
seftlemen,t stipulate to any judgment or award or dispose of any claim without our written consent. However, the
prompt public admission of a security event potentially impacting non-public peisondlyidentifiable infonnationof
employees or third parties as required by gavel nmantal pnvacy legislation or credit card association operating
requirements will not be considered as an admission of liability requiring our prior consent; however we are to be
informed as soon as piacticable of such public admission if such public admission is a ctmurnstance that could load to a
claim.
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U. We shall have the rig litlomakeanyinvestigationthatwedeemnecessarywithrespecttocoverageincluding,but.not
limited to any investigation with respect to the application statements made to the application and any supplemental
material submitted thaewith Weshallbepermitiedtoinspect your prop arty, operation errecords.
You shall submit for examination under oath by our representfive, if requestedn accusation with all matters relating
to thispolic.y
)k SUBROGATION
Ifarny payment is made under this policy and there is available to us illy ofyourrights ofrecoveryagainst any ford party, then we
shall maintain all Such rights ofrecovery. You shall execute and deliver Inshwnents and papers and do whatever else is necessary
to secure such rights. You shall do nothing to prejudice such lights. Any recoveries shall be applied first to subrogation expenses,
second to damages, claims expenses, or any other amounts paid by us, and lastly to the deductible.. Any additional amounts
recovered shall be paid to you.
Xv. OTHERINSURANCE
This policy shall apply in excess of any other valid and collectible insurance policy available to you, including any deductibleor
deductible portion thereof unless such other insurance is written only as specific e,cessmsurac's over the Limit of Liabity ofthis
policy.
)U ENTIRE AGREEMENT
By acceptance of INS polic,yyou agree that this policy embodies all agreements between you and us relating to this insurance.
Notice to any agent or knowledge possessed by any agent orby anyoiherpeison She II not effect a waiver ora all angein any part
of this policy or slop us from asserting any right under the terms of this Insurance; nor shall the terms of this insurance be waived
or change, dexcept bye nichorsomentissued to form a partofth is policy and signed by us.
)U ASSIGNMENT
The interest hereunder is not assignable by you oryour sdbsidkaries. if aninsured shall die or be adjudged incbmpetei d, such
insurance shall coves youriegal representative as you would be covered under this policy
XN CANCELLATION BY YOU
If this policy is cancelled byyou,thuly percent (30%) ofthe premium shall be doomed earned upon Inception ofthis policy ail dwe
will refund the I Omani rig unearned premium computed on a daily pro raid basis lherea 1 ter No premi um will be refunded where
any claims orcdcumslances have been notified under this policy,
NIX CANCELLATION BYUS
We will only cancel this policy 1f you full to pay the premium within the terms of the payinont warranty specified within the
Declarations, orifa principal, partner, executive off ce,rordhoctori ntentionally makes a material misrepresentation to us in regard
leery claim notified to us under this policy, in which case, we will provide a notice of cancellation in accordance with the
applicable law.
XX CHANGEOFCONTROL
Should there be a "change of conhol" to the Named Insured during the policy period all coverage under this Policy shall
terminate at the date of such "dnangeofcontrolunless we have issued an endorsement extending coverage under this Policy and
you have agreed to pay any additional prenni um and agreed loony additional terms ofcoverage required by us_
A"change ofcontrof to the Named I nsured will be considered tube any of the following yom acquisition by ormergerinto
another enfiiy, yourliquidahon ordissolutl on, orthesale, ordisposition ofsubstantially all ofyourassets.
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)X WORDS AND TITLES OF PARAGRAPHS
The titles ofparagraph,ssection,provisions, or endorsements oforto this policy are Intended solely for convenience and reference
and are not deemed in anyway to imfor expand the provisi ons to wt Lich they relate and are not partofthis policy, Whenever the
singular form of a word is used hereirfine same shall Include tha plural when required by context.
XM DISPUTE RESCLUTON
A. No action shalllleagainst usunless,ago condition piecedentthereto, there shall havebeenr,-incompliancewithattermsof
this policy, and until the amount ofyourobligation repay shall have been finally determined either by JUdgirenoUaward
againstyou alter actual trial or a Nitration orbywritten agreement ofyou, the claiman,tandus.
B. No person or organ¢abon or any legal representative thereof who has secured such judgrent, award, orwritten agreemant
shall Iherealter be entitled to make a claim underthis policy to the extent of the insurance afforded by Ihispoliey. No person
or organization shall have any right under this policy to Join us as a party to an action or other proceeding against YOU to
determine yourliability, norshallwe bairnpleaded by you oryourlegal representative. Bankruptcy orinsolvency ofyou orof
your estate shall not relieve us ofoor obligations under this policy
C. Mediation. If any dispute arises between you and us involving this policy and/or a claim hereunder, it is hereby
mutually agreed by you and us that such dispute shall be referred to a qualified mediate, in a good faith effort to
negotiate a resolution of the dispute, prior to the initiation of any arbitration or other proceedings. The party e feeling
to mediate shall provide written notice to the other party setting forth its request to mediate and a brief statement
regarding the Issue to be mediated. The persons named intent B Lithe Declarations are authorized and dimcted to
accept the Notice of Mediation on behalf of us. The named insured is authorized and directed to accept the Notice
ofMediation on behalf of any insured.
D. Arbitration Asa condition precedent to any right of action hereunder, in the event that a good faith effort to mediate
Pursuant to Section XXI (C) above cannot resolve a dispute between you and us involving thispolicy or a claim
hereunde h is hereby mutually agreed that such dispute shall be determined by final and bindingarhitratlon before a
single arbidator. Such at hilration cannot be cornin enced until thirty (30) days alter the conclusion of the mediation
pursuanttoSeetion XX I (C). If the parties cannot mutually select the arbfirai the parties will referlhe selection offih
arbitrator to the American At hitration Association.
XS� SERVICE OFSUITCLAUSE(U.S.A.)
A. Subject to the application of Section XXI, it is agreed thatin the event of ourfailure to pay any amount claimed to be
due Linder thispolieywe, at your request Will subml Ito the jurisdiction of a court of competent jurisdiction within the
United States, Nothing in this clause constitutes or should be understood to constitute a waiver of our rights to
commence an action in any court of compelentjuri sdrehon in the United States,to remove an action to a Uni Or Slates
District Court, orseek a transfer of a case to another court as permitted by the taws ofthe United States or any stale m
the United States. I I is further ag reed that service of process in such suit may be. made upon our representative,
designated in, tern B of Declarations, and that in any suit instituted against any one of them upon this contract, we
wit Iabide bythe final derision Of Such court, or of any appellate courtinthe even[ oranappeal,
13. C ur representative designated in item B ofthe Declarations is authorized and directedtoaccept service ofprocess on
our behalfin any such suit and/or upon your request to give awl'itten undertaking to you thattheywiill enter a general
appearance upon our behalf in the event such a suit shall be institute d
C. Pursuanttoany statute ofanystate, territory, ordistrict oftheUnited Slateswhlchmakes provision therefore,weheraby
designate the SuperinlenderrCommisioner or Director oflnsurance or otheroificer specified for that purpose in the
statute, or his successor in office, astheirtnrearid lawfi,I I attorney upon whom may be served any lawful process in any
actionsuil, or proceeding instituted by or on your behalf or any beneficiary hereunder arising out of this policy, arid we
hereby designate our representative listed in item B of the Declarations as, the person to whom tin said officer Is
authorized to Inailsueh process ora it copy thereof,
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)OUV. CHOICE OFLAW
The irderpretation ofthis policy and any disputes involvingthis policy shall be resolved applying the law designated In Item Mine
the
Declarations.
XXV. WARRANTY BYYOU
By acceplance. of this policy, all insureds agree thatthe statements contained in the application, any application for Insurance itthls
policy is a renewal, and any supplemental materials st-1 milled therewith are their agreements and represeri tabor which shall be
deemed material to the risk assilmed by us, and thatthis policy is issued nreliance upon theta l th thereof.
The misrepresentation or non -disclosure of any matterby you or your agent In the applicatlonand any supplemental materials
submitted tous,willrender this policy null andvoid and relieve us from all liability under this policy,
The application, and any supplemental materials submitted to us are deemed incorporated into andmade apart ofthis policy
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U N 0 ERWRITING
CertificateNumber ASD15D001910
Named Insured County of Oakland avichigao Municipal&Constitutional Corporation
Perici Insurance Frorn September 1, 2015To September 1, 2016.
(both days at 12 01a.in Local Standard Time at the address shown of the Named Insured)
Endorsement No. 2
Post -Binding Subjectivity Condition Endorsement
It is hereby understood and agreed that:
Th ispohcy is issued expresslysubjectto satisfactory responsesto the following within 7days ofthe inception date ofthis Policy.
'I. Confinnation 0fSUrpU$ lines details (including nan-loaddess, license number and expirydate).
If the above deadline is not met this Policy will automatically becancelledand void with effect from Inception
If wedeem the responses to be unsatisfactory, wemay`:
1. Cancel this Policy ab initio, or;
2. cancel this Policy asat such date and weshallbe entitled to the pro rala proportion ofthe pramium hereatior,
3, impose any additional terms condition,sexeluaionsoradditionalprernfumcharge aswemayrequire
In the eventwe exercise our right to impose any additional lenns, condition,sexclusiens oradditional premium charge then you
shall have therlghlto refuse to accept such additional lerms. conditions, exclusions or additional premium charge which will have
the effect of cancelling this Policy as at the date such additional tenns, conditions, exolusionsor additional preen ihm change were
imposed and we shall be entitled to the pro rata propodion ofthe premium hereon,
All other terms and conditions remain unchanged.
Dated September 9, 2015
vvvvv _asrentunderwritir rumen
ASC ENT"
U N D ERWRITING
CertiflcateNumber ASD15DO01910
Named Insured County of Oakland aMichiganMunicipal&ConstitutiOnalCwporation
Period of Insurance From September 1, 2015 To September 1, 2016
(both days at 12 01a.m Local Standard Time at the address shown of the Named Insured)
Endorsement No. 1
Payment Card Industry Fines or Penalties Endorsement
It Is hereby underslood and agreed that:
t. The following Insuring Module is added under).WHAT WECOVER:INSURING MODULES
PAYMENT CARD INDUSTRY FINES OR PENALTIES INSURING MODULE
We shall pay on your behalf PaymentCard Industry fines or penalties inexcess ofyour deductible as stated within Item 4 of the
Declarations, which you become legally obligated to pay as a result ofany claim firstmade agai nst you and notified by you to us in
writing, in accordance with Section XI of this policy, during the policy period or any extended reporting period. If applicable, adsing
solely from a privacy even,tor security event.
2. Item 3(A) ofthe Declarations is amended to include the following:
PAYMENT CARD INDUSTRY FINES OR PENALTIES INSURING MODULE
USO 1,000,000 Each claim and in the aggregate including claims expenses
3. Item 4 ofthe Declarations is amended to include the following:
PAYMENT CARD INDUSTRY FINES OR PENALTIES INSURING MODULE:
USO 100,000Each and every claim including claims expenses
4, It is agreed thatSectionVll.DEFINITIONS, is amended to include the following add itionaldefinitions:
Payment Card Industry fines or penalties means direct monetary fines, pen altiesreimburseents, fraud recoveries or assessmerls
owed by you a nderthe tennsof e Merchant SetvicesAgreementwitha cred It card association but only where such fines,penalkes,
reimbucsnLnts, fraud recoveries or assessments arise because of your non-compliance with Payment Card Industry Data Security
Standards
Payment Card Industry fines or penalties does not include any charge backsinterchange fees, discount fees or pros pactive
service fees,
Credit card association (leans Visa, MasterCar,dAmel'ican Express, Discover, or JCB
Payment Card Industry Data Security Standards means published and generally accepted security standards forthe Payment Card
Indusny.
5, It is agreed that Paragraphs M and U, Section Vill. WHAT WE DO NOT COVER: EXCLUSION. are deleted in their entrety and
replaced with the following,
w vw asnentunderwritirm.= A
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U N D ERWRITING
M Any breach of any express implied a ctuolor con structive contract warranty guarantee or pro nise, or the liaWility of
others assumed by you Linder any contract oragreemen;tbutthis exclusion does not apply to;
1. Any I iabi I fly or ob I (gation you would have in the absence of such writractor a greemen I;
2. UnintentionaI breach of contract, but onlywith respect to technology services; or
3. Abreach ofyourprivacypoIicy
A. TotheextentthataclaimfaIIsunder the Pay mentCaIdIndustryFines orPenalties lnsuIII IgModule
Any fi no or penalty arising out of any agreement by you to comply with or follow the Payment Card Ind usuy Standard or
any Payment Gard Company Rules; or implement, maintain, or comply with Piny security measures or standards related
to anypayrneritcarddataincluding, butnotlimited to, any fineoi penaIlyimposed byapaymentcardcot; pafly oil a
merohanl bank or payment processor that you have paid or agreed to reimbuiso or indemnify. However, this exclusion
shall not apply to civil penalties and fines to the extent insurable bylaw a rising out of an otherwisecovered claim under
Insuring Module 7. This exclusionshall also not apply to Pay mept Cardindustry tines or penalties aristngsolelyfrom
a privacy event, security event, or breach of privacy regulations.
All other terms and conditions remain unchanged.
Dated September g, 2015
www.ascanhrndarov
Resolution #21144 April 29, 2021
Moved by Long seconded by Luebs the resolutions on the amended Consent Agenda be adopted.
AYES: Charles, Gershenson, Hoffman, Jackson, Joliat, Kowall, Kuhn, Long, Luebs, Markham,
McGillivray, Miller, Moss, Nelson, Powell, Spisz, Weipert, Woodward, Cavell. (19)
NAYS: None. (0)
A sufficient majority having voted in favor, the resolutions on the amended Consent Agenda were adopted.
t
i HEREBY APPROVE THE FOREGOING RESOLUTION
STATE OF MICHIGAN)
COUNTY OF OAKLAND)
I, Lisa Brown, Clerk of the County of Oakland, do hereby certify that the foregoing resolution is a true and
accurate copy of a resolution adopted by the Oakland County Board of Commissioners on April 29, 2021,
with the original record thereof now remaining in my office.
In Testimony Whereof, I have hereunto set my hand and affixed the seal of the Circuit Court at Pontiac,
Michigan this 291h day of April, 2021.
Lisa Brown, Oakland County