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CAG2019-501 - Original - Info-Tech Research Group, Inc. - Professional Services & Membership - 01/01/2020
,0e*1%* Agreement Routing Form KEN T For Approvals,Signatures and Records Management WASHINGTON This form combines&replaces the Request for Mayor's Signature and Contract Cover Sheet forms. (Print on pink or cherry colored paper) Originator. Lynnette Smith Department: IT Date Sent: 12/19/19 Date Required: 12/27/19 a � Authorized Director or Designee Date of p, to Sign: Council N/A aMayor Approval. Budget T00011.64310.1800 Grant? Yes No Account Number: Type: N/A Vendor 9 o Name: Info-Tech Research Group, Inc. Cate rY. Contract o Vendor 2159862 Sub-Category Other o Number: EProject Professional Services/Membership L Name: 0 = Project Details: 1-yr Service Agreement c Agreement Basis for at Amount; 35,607.05 Selection of Direct Negotiation all N. Contractor: cm I a Start Date: 01/01/20 Termination Date: 12 IVED Notice required prior to Yes No Contract Number: C'�fls�o 9—�W disclosure? Date R ttiney. Comments:_ „� f��� � fCity h Mul ayor V � ED /Z--K KENTLA VV Epr Date Routed to the Mayor's Office: ■ 'vf d Date Routed to the City Clerk's Off e: Date Sent to Originator. Visit Documents.KentWA.gov to obtain copies of all agreements adccW22373_6_19 a. O W °c 0 2 v cr- U o a� O � d Q W co rr O E U O 00 N � -+-� U) Q U X p U) m a) Q > a) 20) O c 4— n O °O cA > o r- O _v Q o N 00 N 4-+ E L co 2 q % > @ 2 O % ¥ _ 0) ? > 2 E _ 0 00 Q -r Q 2 0 _§ 2 / q U) 2 2 5 % / 0 m 2 / C) _ _ # e 0 U £ ¥ = S $ m £ E 0 \ .\ / E > \ o \ E m 0 g m m � = k 5t a) % _ § 3 D ) 0 / F - Q) £ ® � o ? 5 $ / I- Q ® c o _$ \ '/ m � 2 ƒ k $ E £ Q) ± \ Z3 0 2 § >1 £ m 0 2 0 ° / m $ » a) m } Enm _0 e C = g • 4 o I m * m a) 2 2 c ± _ m -� ® o E ® / ° o 2 o f c ( © 00 I C M § E m £ c ® i .c I E 0 £ o D p ok ° = 6 13 m :Dom 2 / \ 000 j / ./ k ƒ cl 2 __ £ L ._ _ / ._ c . o e = & 5 = E / o I � � E w 4 � �2 10 \ e m > o / M �_ t o I £ E £ _ £ / E a � © > F ° / -0 0 1 o w / ± \ o . I 3 2 0 0 � E a 2 5 0 $ E 2 CO + 0DL - - 2 .\ \ 2 � 7 � k \7 n 6 R 2 r-� D S « 0) / v \ 0 CIA Cl) \ w _ e / .. _ � 0 g / 7 M w a 7 2 \ 2 > 2 w & m CO % Q \ \ £ 0 S g G o w a w # � a)/ \± m = > A -a = 00 . & $ CL y \ cIt 5 = 0 = 5 � / f \ \ Cl) � � # p / a) \ 2 x I C) $ I r e \ } f 0 = [ zm — k \ W / 2 { \ W e ` \ U E = 7 W 0 § § & ° 2 f 0 2 m \2 ƒ OL : % % \ a) \ = W \ \ 0a \ n A = 2 G / ƒ / . 2 O 2 LL a ] Z \ � % § \ 0 " 0 / o & / ° $ E W CD D \ 3 m = e W \ / _ / i 7 n G to E U \ ( k 0 2 7 0 , 0 § U) \ \ U � \ \ k 0 \ o \ % / > C / � . > CL CL0 > B ■ / a � 4 e s o / / :3 MI k coCl) \ ° ® - 2 ƒ f ) / 2 k S m $ / 0 / _§ % £ ® C § 2 � � } k c \ 2 R ± 2 / k3 \ S 04 a)\ / / OL 9 § .§ �: / / 0) / e7a) kk 0 \ 0 " 0 2 ( 0 o m o m £ = L. m / 0 S = % E / \ k\ \ E S 0 / E % $ k \ E R r -0 .® a) w/ 2 / 2 k e ( § \ § c / g > $ _ % �\ 0 % -0 / F E § 0 R 2 o a ■ m 2 _ C I _0 # > Q o \ a / y � j � \ / a) k -0 \ ° > 2 Co a) ° '� 2 70 < m E m ® B a _0 0 \ m s 2 - % 7 E o e 0 / 0 0-k / 2 ƒ g = _ = o m g I 42e nm > > R u > M e = c _3 / * / as = q o 0 a)o - § a)0- RCL § f a \ x oa) a) -0 \ % a) § 0x m � 0 s x \ % ° 0 � c ~ _ 2 e 3 § •- o / E � / a ocn / % � _ \ * b 2 \2 0 0 ■ ƒ cu = -0 = _ L ■ \ L o m E % 0 ± m « 2 E \ 0) o o / 2 ■ o E / ES 2 / % - 0 § a) $ § � E S m % a � ® E » m � ° � £ ■ � \ \ E 7 -o / k E CD� % m E \ 72 35 .0- e@ / ' § 7 w 0 = 2 g n m = 2 = ■ � 2 x f t 0 .2 \ % .§ � k / k 2 � x E e & J 5 Q-ƒ 5 5 = e 2 / 2 \ /k 2 \ Q) 0- / 0 f ® k § 3 0-1 2 2 a— 5 / E o \ f m L # �E 22f / ) e $ : / / $ % ¢ < e < & 0 'F 0 . . cn m r e E 2 0 \ � m@ m = o 5 •R = t 3 2 0 _ � a 2 — oIo = � o & m = R CL R ± « 0 2 General Services Administration Federal Acquisition Service Authorized Federal Supply Schedule 70 Pricelist INFORMATION TECHNOLOGY GENERALPURPOSE COMMERCIAL INFORMATION TECHNOLOGY EQUIPMENT, SOFTWARE AND SERVICES On-line access to contract ordering information, terms and conditions, up-to-datepricing, and the option to create an electronic delivery order are available through GSA Advantage!®, a menu-driven database system. The INTERNET address GSA Advantage!® is: GSAAdvantage.gov. SPECIAL ITEM NUMBER 132-51 - INFORMATION TECHNOLOGY (IT) PROFESSIONAL SERVICES FPDS Code D301 IT Facility Operation and Maintenance FPDS Code D302 IT Systems Development Services FPDS Code D306 IT Systems Analysis Services FPDS Code D307 Automated Information Systems Design and Integration Services FPDS Code D308 Programming Services FPDS Code D310 IT Backup and Security Services FPDS Code D311 IT Data Conversion Services FPDS Code D313 Computer Aided Design/Computer Aided Manufacturing(CAD/CAM) Services FPDS Code D316 IT Network Management Services FPDS Code D317 Creation/Retrieval of IT Related Automated News Services,Data Services, or Other Information Services (All other information services belong under Schedule 76) FPDS Code D399 Other Information Technology Services, Not Elsewhere Classified Info-Tech Research Group Inc. 3960 Howard Hughes Parkway Suite 500 Las Vegas, Nevada 89169 1-888-670-8889 702-446-3782 Fax www.mnfotech.com Contract Number: GS-35F-298GA Period Covered by Contract: March 17. 2017 to March 16. 2022 (Plus three 5 year options) Pricelist current through Modification PO-0011 Effective 05/28/2019 Products and ordering information in this Authorized Information Technology Schedule Pricelist are also available on the GSA Advantage! System (http://www.gsaadvantage.gov). For more information on ordering from Federal Supply Schedules click on the FSS Schedules button at www.gsa.gov. Page 1 TABLE OF CONTENTS: Customer Information Page 3 Terms and Conditions Page 6 About Info-Tech Research Group Page 10 Pricing - Overview Page 11 • Projects & Technology Service Details Page 13 • Accessing Info-Tech Services • Dedicated Account Management Page 2 CUSTOMER INFORMATION: The following information should be placed under this heading in consecutively numbered paragraphs in the sequence set forth below. If this information is placed in another part of the Federal Supply Schedule Price List, a table of contents must be shown on the cover page that refers to the exact location of the information. la. Table of awarded special item number with appropriate cross-reference to item descriptions and awarded prices: SIN 132-51 lb. Identification of the lowest priced model number and lowest unit price for that model for each special item number awarded in the contract. This price is the Government price based on a unit of one, exclusive of any quantity/dollar volume, prompt payment, or any other concession affecting price. Those contracts that have unit prices based on the geographic location of the customer, should show the range of the lowest price, and cite the areas to which the prices apply. SIN 132-51 Add an Additional Reference seat to an Info-Tech Membership - $1,148.61 lc. If the Contractor is proposing hourly rates, a description of all corresponding commercial job titles, experience, functional responsibility and education for those types of employees or subcontractors who will perform services shall be provided. If hourly rates are not applicable, indicate "Not applicable" for this item. Not Applicable 2. Maximum order: $500,000 3. Minimum order: $100 4. Geographic coverage: The 48 contiguous states, Alaska, Hawaii, Puerto Rico, Washington, DC, U.S. Territories, and Worldwide. 5. Point of production: London, Ontario CANADA. 6. Discount from list prices or statement of net price: GSA price represent net pricewith discount included. 7. Quantity discounts: None S. Prompt payment terms. Note: Prompt payment terms must be followed by the statement "Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions: None 9a. Notification that Government purchase cards are accepted at or below the micro- purchase threshold: Info-Tech accepts Government purchase cards at or below the micro-purchase threshold. 9b. Notification whether Government purchase cards are accepted or not accepted above the micro-purchase threshold: Info-Tech accepts Government purchase cards above the micro-purchase threshold, but does not accept credit cards payments above $20,000 USD. Page 3 10. Foreign items (list items by country of origin): All offerings are of Canadian Origin. 11a. Time of delivery: 1 Day ARO 11b. Expedited Delivery: Not Applicable 11c. Overnight and 2-day delivery: Not Applicable 11d. Urgent Requirements: Not Applicable. 12. F.O.B. point: Destination 13a. Ordering address: Info-Tech Research Group Inc. 3960 Howard Hughes Parkway Suite 500 Las Vegas, Nevada 89169 13b. Ordering procedures: For supplies and services, the ordering procedures, information on Blanket Purchase Agreements (BPA's) are found in Federal Acquisition Regulation (FAR) 8.405-3. 14. Payment address: Info-Tech Research Group Inc. 3960 Howard Hughes Parkway Suite 500 Las Vegas, Nevada 89169 15. Warranty provision: Not Applicable 16. Export packing charges: Not Applicable 17.Terms and conditions of Government purchase card acceptance: Info-Tech accepts Government purchase cards above the micro-purchase threshold, but does not accept credit cards payments above $20,000 USD. 18.Terms and conditions of rental, maintenance, and repair: Not Applicable 19.Terms and conditions of installation: Not Applicable 20.Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices: Not Applicable 20a. Terms and conditions for any other services: Not Applicable 21. List of service and distribution points: Not Applicable 22. List of participating dealers: Not Applicable 23. Preventive maintenance: Not Applicable Page 4 24a. Special attributes such as environmental attributes (e.g., recycled content, energy efficiency, and/or reduced pollutants): Not Applicable 24b. If applicable, indicate that Section 508 compliance information is available on Electronic and Information Technology (EIT) supplies and services and show where full details can be found (e.g. contractor's website or other location.) The EIT standards can be found at: www.Section508.gov: Not Applicable 25. Data Universal Number System (DUNS) number: 79692602 26. Notification regarding registration in System for Award Management (SAM) database: Info-Tech is registered in the SAM database. Page 5 TERMS AND CONDITIONS APPLICABLE TO INFORMATION TECHNOLOGY (IT) PROFESSIONAL SERVICES (SPECIAL ITEM NUMBER 132-51) 1. SCOPE a. The prices, terms and conditions stated under Special Item Number 132-51 Information Technology Professional Services apply exclusively to IT Services within the scope of this Information Technology Schedule. b. The Contractor shall provide services at the Contractor's facility and/or atthe ordering activity location, as agreed to by the Contractor and the ordering activity. 2. PERFORMANCE INCENTIVES a. Performance incentives may be agreed upon between the Contractor and the ordering activity on individual fixed price orders or Blanket PurchaseAgreements under this contract in accordance with this clause. b. The ordering activity must establish a maximum performance incentive pricefor these services and/or total solutions on individual orders or Blanket Purchase Agreements. C. Incentives should be designed to relate results achieved by the contractor to specified targets. To the maximum extent practicable, ordering activities shall consider establishing incentives where performance is critical to the ordering activity's mission and incentives are likely to motivate the contractor. Incentives shall be based on objectively measurable tasks. 3. ORDER a. Agencies may use written orders, EDI orders, blanket purchase agreements, individual purchase orders, or task orders for ordering services under this contract. Blanket Purchase Agreements shall not extend beyond the end of the contract period; all services and delivery shall be made and the contract terms and conditions shall continue in effect until the completion of the order. Orders for tasks which extend beyond the fiscal year for which funds are available shall include FAR 52.232-19 (Deviation - May 2003) Availability of Funds for the Next Fiscal Year. The purchase order shall specify the availability of funds and the period for which funds are available. b. All task orders are subject to the terms and conditions of the contract. In the event of conflict between a task order and the contract, the contract will take precedence. 4. PERFORMANCE OF SERVICES a. The Contractor shall commence performance of services on the date agreedto by the Contractor and the ordering activity. b. The Contractor agrees to render services only during normal working hours, unless otherwise agreed to by the Contractor and the ordering activity. C. The ordering activity should include the criteria for satisfactory completion for each task in the Statement of Work or Delivery Order. Services shall be completed in a good and workmanlike manner. d. Any Contractor travel required in the performance of IT Services must comply with the Federal Travel Regulation or Joint Travel Regulations, as applicable,in effect on the date(s) the travel is performed. Established Federal Government Page 6 per diem rates will apply to all Contractor travel. Contractors cannot use GSA city pair contracts. 5. STOP-WORK ORDER (FAR 52.242-15) (AUG 1989) a. The Contracting Officer may, at any time, by written order to the Contractor, require the Contractor to stop all, or any part, of the work called for by this contract for a period of 90 days after the order is delivered to the Contractor, and for any further period to which the parties may agree. The order shall be specifically identified as a stop-work order issued under this clause. Upon receipt of the order, the Contractor shall immediately comply with its terms and take all reasonable steps to minimize the incurrence of costs allocable to the work covered by the order during the period of work stoppage. Within a period of 90 days after a stop-work is delivered to the Contractor, or within any extension of that period to which the parties shall have agreed, the Contracting Officer shall either- (1) Cancel the stop-work order; or (2) Terminate the work covered by the order as provided in the Default, or the Termination for Convenience of the Government, clause of this contract. b. If a stop-work order issued under this clause is canceled or the period of the order or any extension thereof expires, the Contractor shall resume work. The Contracting Officer shall make an equitable adjustment in the delivery schedule or contract price, or both, and the contract shall be modified, in writing, accordingly, if- (1) The stop-work order results in an increase in the time requiredfor, or in the Contractor's cost properly allocable to, the performance of any part of this contract; and (2) The Contractor asserts its right to the adjustment within 30 days after the end of the period of work stoppage; provided, that, if the Contracting Officer decides the facts justify the action, the Contracting Officer may receive and act upon the claim submitted at any time before final payment under this contract. C. If a stop-work order is not canceled and the work covered by the order is terminated for the convenience of the Government, the Contracting Officershall allow reasonable costs resulting from the stop-work order in arriving at the termination settlement. d. If a stop-work order is not canceled and the work covered by the order is terminated for default, the Contracting Officer shall allow, by equitable adjustment or otherwise, reasonable costs resulting from the stop-workorder. 6. INSPECTION OF SERVICES The Inspection of Services-Fixed Price (AUG 1996) (Deviation - May 2003) clause at FAR 52.246-4 applies to firm-fixed price orders placed under this contract. The Inspection-Time- and-Materials and Labor-Hour (JAN 1986) (Deviation - May 2003) clause at FAR 52.246-6 applies to time-and-materials and labor-hour orders placed under this contract. Page 7 7. RESPONSIBILITIES OF THE CONTRACTOR The Contractor shall comply with all laws, ordinances, and regulations (Federal, State, City, or otherwise) covering work of this character. If the end product of a task order is software, then FAR 52.227-14 (Deviation - May 2003) Rights in Data - General, may apply. 8. RESPONSIBILITIES OF THE ORDERING ACTIVITY Subject to security regulations, the ordering activity shall permit Contractor access to all facilities necessary to perform the requisite IT/EC Services. 9. INDEPENDENT CONTRACTOR All IT Services performed by the Contractor under the terms of this contract shall be as an independent Contractor, and not as an agent or employee of the ordering activity. 10. ORGANIZATIONAL CONFLICTS OF INTEREST a. Definitions. "Contractor" means the person, firm, unincorporated association, joint venture, partnership, or corporation that is a party to this contract. "Contractor and its affiliates" and "Contractor or its affiliates" refers to the Contractor, its chief executives, directors, officers, subsidiaries, affiliates, subcontractors at any tier, and consultants and any joint venture involving the Contractor, any entity into or with which the Contractor subsequently merges or affiliates, or any other successor or assignee of the Contractor. An "Organizational conflict of interest" exists when the nature of the work to be performed under a proposed ordering activity contract, without some restriction on ordering activities by the Contractor and its affiliates, may either (i) result in an unfair competitive advantage to the Contractor or its affiliates or (ii) impair the Contractor's or its affiliates' objectivity in performing contract work. b. To avoid an organizational or financial conflict of interest and to avoid prejudicing the best interests of the ordering activity, ordering activities may place restrictions on the Contractors, its affiliates, chief executives, directors, subsidiaries and subcontractors at any tier when placing orders against schedule contracts. Such restrictions shall be consistent with FAR 9.505 and shall be designed to avoid, neutralize, or mitigate organizational conflicts of interest that might otherwise exist in situations related to individual orders placed against the schedule contract. Examples of situations, which may require restrictions, are provided at FAR 9.508. 11. INVOICES The Contractor, upon completion of the work ordered, shall submit invoices for IT services. Progress payments may be authorized by the ordering activity on individual orders if appropriate. Progress payments shall be based upon completion of defined milestones or interim products. Invoices shall be submitted monthly for recurring services performed during the preceding month. Page 8 12. PAYMENTS For firm-fixed price orders the ordering activity shall pay the Contractor, upon submission of proper invoices or vouchers, the prices stipulated in this contract for service rendered and accepted. Progress payments shall be made only when authorized by the order. For time-and- materials orders, the Payments under Time-and-Materials and Labor-Hour Contracts at FAR 52.232-7 (DEC 2002), (Alternate II - Feb 2002) (Deviation - May 2003) applies to time-and- materials orders placed under this contract. For labor-hour orders, the Payment under Time- and-Materials and Labor-Hour Contracts at FAR 52.232-7 (DEC 2002), (Alternate II - Feb 2002) (Deviation - May 2003)) applies to labor-hour orders placed under this contract. 13. RESUMES Resumes shall be provided to the GSA Contracting Officer or the user ordering activity upon request. 14. INCIDENTAL SUPPORT COSTS Incidental support costs are available outside the scope of this contract. The costs will be negotiated separately with the ordering activity in accordance with the guidelines set forth in the FAR. 15. APPROVAL OF SUBCONTRACTS The ordering activity may require that the Contractor receive, from the ordering activity's Contracting Officer, written consent before placing any subcontract for furnishing any of the work called for in a task order. 16. DESCRIPTION OF IT SERVICES AND PRICING: Find information starting on Page 11. Page 9 About Info-Tech Research Group Info-Tech Research Group is the world's fastest growing information technology research and advisory company, proudly serving over 30,000 IT professionals. We produce unbiased and highly relevant IT research to help CIOs and IT leaders make strategic, timely and well informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations. Info-Tech's mission is to help IT leaders and their teams: • Systematically improve their core processes and governance • Successfully implement critical technology projects Since 1997, we have been helping CIOs and their teams evolve from fire fighters to innovation champions. Research Industry Benchmarks Outsell, Inc. (an independent market research firm) conducts an annual evaluation of the Information Market. Consistently,their results place us as a rising star in terms of our"ability to execute" and on being "in tune with tomorrow". Outsell positioned us above Gartner, Forrester and IDC. In 2010, Info-Tech became the 8th largest IT research firm in the world. More than 8,000 organizations use our services, and we are committed to providing independent guidance and effective advice to ourclients. Page 10 Pricing Information Unit Country Manufacturer of GSA Price of Origin SIN Name Product Name Product Description Issue Membership Products 132-51 Info-Tech Info-Tech An Info-Tech Membership includes 1 Advisory seat and up Per $ 12,060.45 CA Research Membership to 9 Reference seats. year Group *Enterprises with 10 or less employees in IT may purchase 1 Info-Tech Membership.**Enterprises with 11 or more employees in IT must purchase a minimum of 2 Info-Tech Memberships(2 Advisory and 18 Reference seats). Reference seats provide access to the Info-Tech website, which includes the following features: •Core Project and Technology Research:Instructional blueprints for implementing proven methodologies for applications,strategy and infrastructure projects.Also includes role based research(CIO,Applications, Infrastructure,Security,Project&PPM, Data&BI, Enterprise Architecture and Vendor Management). •IT Management&Governance:45 comprehensive, connected methodologies for improving core IT processes. •Info-Tech Academy:Access to our learning management system&audio/video training material across all major roles. Talent&Leadership Research:Lead your team effectively with powerful talent diagnostics and proven resources to help you become a better manager. •Webinars,Videos&Info-Graphic Libraries:A full library of webinars,videos&info-graphics. •Tools&Templates:Powerful tools and ready-made templates to help your team identify what's wrong and take action. •Job Descriptions&Policy Library: Never write another job description or IT policy from scratch again; use our extensive library of templates instead. •Software Directories&Vendor Evaluations:Unbiased vendor research to help accelerate your product selection processes. Advisory seats include all Reference seat features,in addition to: Systematic IT Improvement Program: •Key Initiative Plans:Program focused step-by-step roadmaps to enhance your department's capability and drive increased business satisfaction. •Quarterly Research Calls:Create real improvement over the course of your membership with scheduled progress calls with an Executive Advisor. •Dedicated Account Manager&Executive Advisor:Your Account manager and Executive Advisor will ensure you get the most value from your Info-Tech membership, including quarterly coaching and advice. IT Strategy Tools and Diagnostic Reports: -CIO Business Vision:Designed to help you understand business needs and actively measure business satisfaction. -CEO-CIO Alignment:Achieve effective IT-business alignment by understanding your CEO's perspective and riorities. Page 11 -IT Management&Governance Diagnostic:Assess the importance and effectiveness of your core IT processes using our comprehensive IT framework. End User Satisfaction:Get end-user feedback on how well IT is managing its core services. IT Security Diagnostic Program:Quantify how your IT Security practices compare to best practice and uncover what you can do to improve. Application Portfolio Assessment:Survey your end-users to identify which apps need to be retired, upgraded,or better leveraged. PPM Diagnostic Program:Collect the data you need to effectively coordinate your project management team. •Contract Review&Negotiation:Optimize your software purchase.Whether you're purchasing or renewing,our analysts will help you secure the right deal. •Guided Implementations:Our on-call industry experts help you and your team finish projects on time and with better results. •McLean Leadership Index for the IT Department: Using a high frequency,low effort,one question survey,we help organizations move from engagement as a project to engagement as a culture. 132-51 Info-Tech Add an On-Site Add an On-Site Workshop to an Info-Tech Membership to Per $ 12,634.76 CA Research Workshop to Info- obtain our lowest On-Site Workshop prices(limited to one year Group Tech Membership workshop per Info-Tech Membership at this price). •1 On-Site Workshop: Increase your level of support by adding on-site expert services to your Info-Tech Membership.Engage your team for up to 5 days in an On- Site workshop on any number of core IT processes or IT projects,facilitated by the analysts who wrote the research. 132-51 Info-Tech CIO Counselor "The CIO Counselor Seat includes all of the Executive Per $ 49,874.06 CA Research Membership Counselor seat features,and is available to the year Group organization's overall IT leader(i.e.CIO/CTO/CDO,etc.). This Membership includes a dedicated Info-Tech Executive Counselor with one-on-one support for the CIO Counselor member.The focus of this relationship involves a depth of IT knowledge,experience and relationship management complementary to the leadership role of the member or greater.A tailored client plan between the executive counselor and the client based on agreed to client value, initiatives and planning activities for the term of the contract. The membership additionally includes: -Quarterly in-person on-site advisory sessions -Leadership Team Development -Monthly calls to move your agenda forward -360'Personal Evaluation&Coaching 132-51 Info-Tech Executive The Executive Seat includes all of the Leadership Seat Per $ 34,458.44 CA Research Counselor Seat features PLUS the following: year Group -Two Annual in-person on-site advisory sessions -Dedicated Counselor -Custom Benchmarking Support -Team Seats receive premium Industry&Technology access 132-51 Info-Tech Leadership Seat The Leadership Seat includes all features of the Premium Per $ 22,972.29 CA Research Seat PLUS the following: year Group -Annual'/2 Day Strategy Workshop @ Live -Includes 4 Team Seats 132-51 Info-Tech *Premium Seat The Premium Seat includes all features of the Per $ 17,803.53 CA Research Management Seat PLUS the following: year Group -Premium Industry coverage -Premium Technology Coverage -Full Access to all Diagnostics&Programs Page 12 132-51 Info-Tech *Management The Management Seat includes all features of the Team Per $ 14,931.99 CA Research Seat Seat PLUS: year Group the following: -Unlimited advisory assistance -Access 100+Research Analysts with deep Subject Matter Expertise -Your choice of 1 Live Event or 1 Training Course Transferable *For Medium/Large Enterprises(more than 15 in IT&200 or more total employees): • Premium and Management Seats cannot be purchased without the purchase of a Leadership or Counselor Seat. 132-51 Info-Tech **Team Seat- The Team Seat includes the following: Per $ 2,297.23 CA Research can be sold to -Full Web Research Access year Group Small,Medium or -Selective Diagnostics&Contract Review Large Enterprise customers. **For Medium/Large Enterprises(more than 15 in IT&200 or more total employees): • Team Seats cannot be purchased by the most senior person in the IT Department(e.g.,the CIO). Small Enterprise defined as 1-15 IT staff & under 200 total employees 132-51 Info-Tech Small Enterprise The SE Onsite Bundle includes the following: Per $ 31,012.59 CA Research (SE)Onsite -Annual 5-Day On-Site Workshop year Group Bundle -1 Leadership Seat with Unlimited Advisory Access -Premium Industry and Technology Coverage -6 Team Seats with Industry and Technology Coverage -Your choice of 1 Live Event or 1 Training Course (Transferable) -200 myPolicies Licenses for IT 132-51 Info-Tech Small Enterprise The SE Management Bundle for qualifying small enterprise Per $ 12,443.32 CA Research (SE) customers includes the following: year Group Management -1 Premium seat with Unlimited advisory access Bundle -Premium Industry and Technology Coverage Full Access to All Diagnostics&Programs -2 Team Seats with Industry and Technology Coverage -Your choice of 1 Live Event or 1 Training Course -200 My IT Policies seat licenses 132-51 Info-Tech Small Enterprise The SE Basic Package for qualifying small enterprise Per $ 6,700.25 CA Research (SE)Basic customers includes the following: year Group Bundle -Full Web Research Access -4 Team Seats -200 My IT Policies seat licenses 132-51 Info-Tech Small Enterprise Small Enterprises with 5 or less employees in IT may Per $ 6,030.23 CA Research Basic purchase this membership which provides: year Group •Up to 5 users with access to Info-Tech website. •One single advisory call. •Management&Governance Diagnostic. 132-51 Info-Tech Event Seat The Event Seat for qualifying small enterprise customers Per $ 3,733.00 CA Research includes the following: year Group -Full Web Research Access -Selective Diagnostics&Contract Review -Your choice of 1 Live Event or Training Course Stand Alone Products Page 13 132-51 Info-Tech On-Site On-Site Workshops offer an easy way to accelerate your Each $ 15,793.45 CA Research Workshop project.We take you through every phase of your project Group and ensure that you have a road map in place to complete your project successfully.Over the course of five days,our expert facilitators help you complete a key initiative,work through critical project deliverables,and train your team. Page 14 Service Details Accessing Info-Tech Services Our Services include an easy to administrate access model that will allow maximum access by IT team members. Each Research Member is assigned a username and password and receives a new user tour upon registration. Our services are provided via the web and are supported on the following web browsers: • Microsoft Internet Explorer 9+ • Google Chrome 40+ • Safari 5.1+ • Firefox 32+ It is possible that our web-based services will run without issue on older software; however, we do not currently actively test using browser versions older than those listed above. All of our online downloads are available in either MS Office or PDF formats, and may also be available in compressed ZIP archives of the same formats. We have clients in a wide variety of locations and time zones, and we accommodate them based on the times that are common to our respective time zones. Our analysts work from 9:00 am to 5:00 pm Eastern Time for telephone consultations. Analysts are available at their earliest opportunity, but due to the amount of preparation involved, a minimum of 24 hours lead time is required. Generally, if there are no travel complications, analysts are available within 2-3 business days of the request. Dedicated Account Management Our clients have a dedicated Senior Account Manager to manage service delivery to your enterprise on a regional and national level. You will also be assigned a customer service representative who can assist with research requests and site usage. Your account manager and customer service representative are available from 08:00 a.m. to 5:00 p.m. (Eastern Time), Monday to Friday. Customer service is also available online using the Live Chat function of our website. This dedicated service can be used to: • Make account inquiries, including adding or deleting members on your account • Obtain help locating specific research • Gain assistance using all membership resources Page 15 Info-Tech Research Group Standard Terms of Use This document states the terms and conditions under which you may use this website and the Services, which are the property of Info-Tech Research Group Inc. ("Info- Tech"). Your use of this site and the Services constitutes acceptance of these terms and conditions. 1. General Use Restrictions Info-Tech services, advice, materials, products, websites and network (collectively the "Services") are to be used for the User's (meaning a named individual user that uses the publicly available Services, or is authorized by Info-Tech in a service agreement to use the Services that require paid access) use and benefit only pursuant to the terms and limitations of the paid subscription and may not be disclosed, disseminated or distributed to any other party, except as Info-Tech otherwise agrees in writing. The User will not circumvent any encryption or otherwise gain access to Services for which the User has not been expressly granted the appropriate rights of access. The User will not use the Services for or knowingly transmit to Info-Tech or upload to any Info-Tech site or network any illegal, improper or unacceptable material or use them for illegal, improper or unacceptable practices including without limitation the dissemination of any defamatory, fraudulent, infringing, abusive, lewd, obscene or pornographic material, viruses, trojan horses, time bombs, worms, or other harmful code designed to interrupt, destroy, or limit the function of any software, hardware or communications equipment, unsolicited mass email or other internet based advertising campaigns, privacy breaches, denial of use attacks, spoofing, or impersonation. 2. Copyright The Services are © Info-Tech Research Group Inc. All rights reserved. The Services are owned by and copyrighted by Info-Tech and other parties and may contain trademarks of Info-Tech or others. They are protected by Canadian, U.S. and international copyright and trademark laws and conventions. User may use the Services solely for his or her own information purposes pursuant to the terms and limitations of the paid subscription. The User may download any of the Service's tools or templates for his or her individual use, but may not distribute any articles, tools, templates or blueprints internally, subject to the exceptions below. The User may create derivative works from the Service's tools or templates and distribute these for internal use but may not distribute these derivative works internally or externally for any commercial or resale purposes. Info-Tech is proud of and believes in the value of the Services it provides to Users. Info- Tech also appreciates referrals that Users generate by forwarding articles, tools and templates downloaded from the Services to non-Users. Info-Tech encourages Users to forward copies of individual articles, tools, templates and blueprints contained in the Services to colleagues and others who may be interested Info-Tech's Services in order for the recipient to evaluate Info-Tech's Services ("Evaluation Copy"), provided all copyright, trademark and other notices are not altered or removed. For greater certainty, Users may forward Evaluation Copies of articles, tools, templates and blueprints contained in the Services to other non-User individuals both internal and external to the User's organization strictly for the purpose of the recipient's evaluation of Info-Tech's Services and not for any other purpose or use. User acknowledges and agrees that he or she will forward Evaluation Copies to non- Users for the sole purpose of the recipient non-User's evaluation of Info-Tech's Services. Info-Tech reserves the right to review, at its sole discretion, User's account for forwarding activity, including but not limited to reviewing the quantity and description of any Evaluation Copies forwarded as well as the identification and contact information of the recipients of all Evaluation Copies. The User acknowledges that Info-Tech views Evaluation Copies as a referral system and understands that Info-Tech may attempt to contact the recipient non-User in order to assess his or her satisfaction with the Evaluation Copy and interest in Info-Tech's Services. User also acknowledges and agrees that Info-Tech reserves the right, at Info-Tech's sole discretion, to limit or disable User's ability to forward Evaluation Copies of articles, tools, templates and blueprints upon review of User's forwarding activities. Any other reproduction or dissemination of the Services in any form or by any means is forbidden without Info-Tech's written permission, and without limiting the generality of the foregoing, the User will not: A. record and re-transmit the Service over any network (including any local area network), except as otherwise stated above; B. use any Service in any timesharing, service bureau, bulletin board or similar arrangement or public display; C. post any Service to any other online service (including bulletin boards or the Internet); D. sublicense, lease, sell, offer for sale or assign the Service; or E. use Info-Tech's name or any excerpts from the Services in the promotion of its products or services. 3. Users Users must be authorized to use the Services by Info-Tech. Users must maintain and protect the confidentiality of any password(s), and are responsible to ensure that the passwords are effective. Users shall advise Info-Tech immediately if they discover that their password has been compromised, at the following number 1-888-670-8889. 4. User Submissions Info-Tech's research services include the ability for clients to contribute content for publication on Info-Tech's websites. If your account is used to submit, post, or add content to Info-Tech's websites, (collectively, "User Submissions"), you agree to accept sole responsibility for those User Submissions, including the information, statements, facts, and material contained in any form or medium (e.g., text, audio, video, and photographic) therein. When you provide any User Submission to us, you grant us, our affiliates, and our partners, a worldwide, irrevocable, royalty-free, nonexclusive, sub-licensable license to use, reproduce, create derivative works of, distribute, publicly perform, publicly display, transfer, transmit, distribute, and publish such User Submission, and subsequent versions thereof. You agree you will not attempt to enforce any so-called "moral rights" in your User Submission against us, our affiliates, and/or our partners. This license will apply to the distribution and the storage of your User Submission in any form, medium, or technology now known or later developed. By using Info-Tech's research services, you agree that none of your User Submissions will: • infringe on the intellectual property, trade secret, privacy, publicity, or other rights of others; • contain false statements or misrepresentations that could damage Info-Tech or any third party; • include obscene, libelous, defamatory, threatening, harassing, abusive, hateful, sexually explicit, sexually oriented, profane, or embarrassing material, as determined by Info-Tech in its sole discretion; • be illegal or otherwise objectionable; • contain the personal information of any third party, including, without limitation, addresses, phone numbers, email addresses, Social Security numbers, and credit card numbers; • encourage or facilitate insider trading or anticompetitive behavior; • include commercial advertisements or solicitations; or • purport to or actually provide legal or professional advice. Because Info-Tech's Web sites are available to the public, we cannot guarantee that User Submissions on Info-Tech's Web sites will remain confidential. Although you are solely responsible for the content you provide and we do not have a policy of reviewing or monitoring all User Submissions, we reserve the right to pre- screen and/or monitor User Submissions. If we become aware of User Submissions that violate these Terms of Service or that we believe to be otherwise objectionable, we may reject or delete them, or take other action, without notice to you and in our sole discretion. If you believe that any User Submissions appear to violate these Terms of Service, or if you believe any other user is engaged in illegal, harassing, or objectionable behavior, please contact us. You acknowledge, consent and agree that Info-Tech may access, preserve and disclose your account information and content if required to do so by law or in a good faith belief that such access, preservation, or disclosure is reasonably necessary to (i) comply with legal process; (ii) enforce these Terms; (iii) respond to claims that any content violates the rights of third parties; (iv) respond to your requests for customer service; or (v) protect the rights, property, or personal safety of Info-Tech, its users and the public. 5. Non-Disclosure of Confidential Information In consideration of, and reliance upon, the covenants of Company and Info-Tech herein contained, the parties have or will disclose to each other certain information (hereinafter referred to as "Confidential Information"), including, without limitation, information concerning future or proposed products, financial performance and projections, customers, employees, contracts, strategic relationships, marketing plans and business plans and other information disclosed by a party (the "Disclosing Party") to the other party (the "Receiving Party"). Information which is disclosed orally shall not be considered Confidential Information unless (i) it is identified as Confidential Information prior to such disclosure, and (ii) it is memorialized in writing within fifteen (15) days following such disclosure by the Disclosing Party. Information which is disclosed visually or in tangible form (whether by document, electronic media or other form) shall not be considered Confidential Information unless it is clearly marked as Confidential Information, whether disclosed orally, visually or in tangible form (whether by document, electronic media or other form), shall not be considered Confidential Information if such information is actually non-confidential: • It was in the public domain at the time of communication to the Receiving Party or is later placed in the public domain by the Disclosing Party; • It entered the public domain through no fault of the Receiving Party subsequent to the time of disclosure hereunder to the Receiving Party; • It was in the Receiving Party's possession free of any obligation of confidence prior to disclosure hereunder; or • It was developed by employees or agents of the Receiving Party independently of and without reference to any Confidential Information. Except as provided herein, "Confidential Information" shall include, without limitation, proprietary, technical, marketing, operating, performance, cost, business pricing policies, programs, inventions, discoveries, trade secrets, techniques, processes, source code, unlinked object modules, computer programming techniques, and all record bearing media containing or disclosing such information and techniques disclosed pursuant to this Agreement. Information regarding current products shall be treated as non-"Confidential Information" unless marked "Confidential". The Receiving Party shall not disclose, publish or communicate the Confidential Information to any third party without the prior written consent of the Disclosing Party. However, the Receiving Party may disclose the Confidential Information to a third party who has a need to know the Confidential Information and (i) is an accountant, attorney, underwriter or advisor under a duty of confidentiality; or (ii) is under a written obligation of confidentiality at least as restrictive as this Agreement. 6. Term Many of the Services are "subscription" services that have a fixed term, and must be renewed in writing at the end of the term for services to continue. Workshops purchased as part of membership expire without refund or credit at the end of the membership period covered by the purchase. Workshops purchased outside membership expire without refund or credit 1-year after purchase. Info-Tech may terminate a User's access at any time if the User or the entity paying for the User's access violates the terms of use or subscription or any other agreement with Info-Tech. Any early termination by the User of any subscription based Service shall not entitle the User to refund. 7. Cancellation All Info-Tech Research Group web publication and/or subscription content is available upon first access, therefore, fees will not be refunded if a subscription is cancelled during the active term. 8. Changes Info-Tech may change or discontinue any aspect of its Services at any time, including content or features. Info-Tech also reserves the right to change the terms and conditions applicable to use of the Services. Use of the Services after such changes shall be deemed to be acceptance by User of such changes. These terms were last revised on March 9, 2018. 9. Accuracy of Information and Warranty The information contained in the Services has been obtained from sources believed to be reliable but Info-Tech does not warrant the completeness, timeliness or accuracy of any information contained in the Services. The Services are intended to: help identify business risks; provide insights based on industry research; and to help you focus on certain matters which may be affecting your business. Info-Tech does not provide legal, accounting or other professional advice, nor should any advice from Info-Tech be construed as such. We encourage you to seek professional advice whenever necessary. Info-Tech expressly excludes and disclaims all express or implied conditions, representations and warranties including, without limitation, any implied warranties or conditions of merchantability or fitness for a particular purpose, to the extent allowable by law. Although Info-Tech takes reasonable steps to screen Services for infection by viruses, worms, Trojan horses or other code manifesting contaminating or destructive properties before making the Services available, Info-Tech cannot guarantee that any Service will be free of infection. User assumes sole responsibility for the selection of the Services to achieve its intended results. The opinions expressed in the Services are subject to change without notice. Info-Tech does not endorse third party products or services. Info-Tech assesses and analyzes the effectiveness and appropriateness of information technology in the context of a general business environment only unless specifically hired by a User to assess in the context of their own environment. 10. Limitation of Liability In no event is Info-Tech liable for any direct, special, indirect, consequential, incidental, punitive or other damages however caused, whether in contract, tort, negligence, strict liability, operation of law or otherwise, (including without limitation damages for lost profits, business interruption or loss arising out of the use of or inability to use the Services, or any information provided in the Services, or claims attributable to errors, omissions or other inaccuracies in the Service or interpretations thereof), even if Info- Tech has been advised of the possibility of such damages. Info-Tech's total liability shall in no event exceed the amount paid by the User for the Service in question. The User acknowledges that Info-Tech has set its prices and sold the Services to it in reliance on the limitations of liability and disclaimers of warranties and damages set forth herein, and that the same form a fundamental and essential basis of the bargain between the parties. They shall apply even if the contract between the User and Info- Tech is found to have failed in its fundamental or essential purpose or has been fundamentally breached. 11. Links to Third-Party Sites Any third party sites that are linked to the Services are not under Info-Tech's control. Info-Tech is not responsible for anything on the linked sites, including without limitation any content, links to other sites, any changes to those sites, or any policies those sites may have. Info-Tech provides links as a convenience only and such links do not imply any endorsement by Info-Tech of those sites. 12. Investment Advice The Services are not intended to be used for the purpose of, or as a basis for, making investment decisions or recommendations with respect to securities of any company or industry and Info-Tech assumes no liability for decisions made, in whole or in part, on the basis of any information contained in the Services. 13. Governing Law This site and agreement is governed by the laws of the Province of Ontario, Canada, excluding any conflicts of law provisions and excluding the United Nations Convention on Contracts for the International Sale of Goods. Any legal action against Info-Tech shall take place in the courts of the Province of Ontario. The parties attorn to the non- exclusive jurisdiction of the courts of Ontario. 14. Entire Agreement These standard terms of use, together with any service agreements and statements of work, signed by the parties contains the complete and exclusive statement of agreement between the parties and supersedes all purchase order terms and conditions, understandings, proposals, negotiations, representations or warranties of any kind whether written or oral. These terms and conditions may not be modified except via written agreement signed by both parties. 15. Privacy A User's right to privacy is of paramount importance to Info-Tech. See our Privacy for more detail. The identity of our research clients is not considered personal or confidential information, and we may disclose that information for promotion and marketing purposes. 16. Contact Information Attn: General Counsel Legal@infotech.com Toll Free US: 1-888-670-8889 Toll Free CAN: 1-844-618-3192 International: +1-519-432-3550