Item C09
D/:
BOARD OF COUNTY COMMISSIONERS
C ounty of M onroe
Mayor David Rice, District 4
Mayor Pro Tem Craig Cates, District 1
The Florida Keys
Michelle Coldiron, District 2
Vacant, District 3
Holly Merrill Raschein, District 5
County Commission Meeting
April 20, 2022
Agenda Item Number: C.9
Agenda Item Summary #10362
BULK ITEM: Yes DEPARTMENT: Information Technology
TIME APPROXIMATE: STAFF CONTACT: Alan MacEachern (305) 295-5110
N / A
AGENDA ITEM WORDING: Approval of Agreement between Gartner, Inc. and Monroe County
in the amount of $44,064.00 for research and analysis of products and systems for the County in
selecting hardware, software solutions, Telecom, and other IT services.
ITEM BACKGROUND:
Monroe County contracted with Gartner for the first time in 2016.
They have been an asset since then, assisting with:
Negotiating our Microsoft Enterprise Agreement Licensing between $250K and $300K per
year
Assisting us with researching vendors and tools in the following space:
!Firewall insight in preparation for 2020 budget and replacement of existing
Watchguard solution
!Secure Web Gateway (Web Application Firewall or WAF) insight in 2019 purchase
of Fortinet appliance
!
!US Community Development and Regulation Applications (Community Plus /
CentralSquare)
!Insight on Human Capital Management (HR) space
!Enterprise Switching and Routing Network Equipment (Cisco)
!Nutanix Hyperconverged Computing Environment updates and DR capabilities
!Asset Management vendors and options
!Unified Communication (Mitel) options and best practices
!File Storage (OpentText)
!Access Point Infrastructure (Meraki)
!Enterprise Backup and Recovery
!Policies and Procedures
!Key Metrics Comparison
Qbdlfu!Qh/!2:1
D/:
Saving the County money by providing critical analysis and research - lending expertise to a fast
changing environment.
IT is seeking an additional term of 1 Year to continue having Gartner as a resource which provides
assistance with analysis of current products and systems as well as future purchases of hardware,
software, telephone system and other services needed to transition county operations to more
streamlined and efficient operations.
This contract is utilizing cooperative purchase pricing.
PREVIOUS RELEVANT BOCC ACTION:
th
BOCC approval March 17, 2021 Item C17
th
Purchased as a Contract less than $50,000.00 on April 29, 2020 after March 2020 meeting
cancelled. Item C11 in March 2020 Agenda
st
BOCC approval March 21, 2019 Item C26
st
BOCC approval March 21 2018 Item C3
th
BOCC approval April 12 2017 Item C13
CONTRACT/AGREEMENT CHANGES:
N / A
STAFF RECOMMENDATION: Approval
DOCUMENTATION:
Gartner Contract - 04-01-22 to 03-31-2023
MONROE COUNTY FLORIDA FORMS CQ signed
Gartner, Inc. - State Renewal of Contract to 3 13 2023
2021-02 Florida 8114190218ACS Exhibit C_Pricing_2020-12-22 B-01
FINANCIAL IMPACT:
st
Effective Date: May 1, 2022
th
Expiration Date: April 30, 2023
Total Dollar Value of Contract: $44,064.00
Total Cost to County: $44,064.00
Current Year Portion: $44,064.00
Budgeted: Yes
Source of Funds: Ad Valorem
CPI:
Indirect Costs:
Estimated Ongoing Costs Not Included in above dollar amounts:
Revenue Producing: No If yes, amount:
Qbdlfu!Qh/!2:2
D/:
Grant: No
County Match: No
Insurance Required: No
Additional Details:
04/01/21 001-05002 · TECHNICAL SERVICES $44,064.00
REVIEWED BY:
Alan MacEachern Completed 04/01/2022 3:25 PM
Christine Limbert Completed 04/04/2022 11:30 AM
Purchasing Completed 04/04/2022 11:35 AM
Budget and Finance Completed 04/04/2022 11:52 AM
Maria Slavik Completed 04/04/2022 2:38 PM
Lindsey Ballard Completed 04/04/2022 3:26 PM
Board of County Commissioners Pending 04/20/2022 9:00 AM
Qbdlfu!Qh/!2:3
D/:/b
Gartner, Inc. Service Agreement for COUNTY OF MONROE (“Client”)
of 1200 TRUMAN AVE STE 211, KEY WEST, FL 33040-7270
This Service Agreement ("SA") is between Gartner. Inc., of 56 Top Gallant Road. Stamford. CT 06904 ("Gartner") on behalf of itself and all
wholly-owned affiliates of Gartner, Inc. and Client and includes the Master Client Agreement No. 811419 02-VITA- l 8-ACS between Gartner
and Client or Client' s parent or affiliate dated MAY-2018, the terms of which are incorporated by reference, and all applicable Service
Descriptions. This SA constitutes the complete agreement between Gartner and Client. Client agrees to subscribe to the following Services for the
term and fees set forth below.
1. DEFINITIONS AND ORDER SCHEDULE:
Services are the subscription-based research and related services purchased by Client in the Order Schedule below and described in the Service
Descriptions. Service Names and Levels of Access are defined in the Service Descriptions. Gartner may periodically update the names and the
deliverables for each Service. If Client adds Services or upgrades the level of service or access, an additional Service Agreement will be
required.
Service Descriptions describe each Service purchased, specify the deliverables for each Service, and set forth any additional terms unique to a
specific Service. Service Descriptions for the Services purchased in this SA may be viewed and downloaded through the hyperlinks listed in
Section 2 below or may be attached to this SA in hard copy, and are incorporated by reference into this SA.
Contract Contract
Name of User Annual Fee Total Fee
Service Name Level of Access Quantity Term Start Term End
to be Licensed USD USD
Date Date
Gartner for IT IndividualAccess 1 Alan 01-MAY-2022 30-APR-2023
Leaders Advisor MacEachern
ITNews and Subscription - IT 4 TBD 01-MAY-2022 30-APR-2023
Insight Team Access
Term Total (Excluding $44,064.00
applicable
taxes)
(Excluding
Total Services: applicable $44,064.00
taxes)
1-29J0YOOU 2302 WRD FA000118
2. SERVICE DESCRIPTIONS:
Service Name/ Level of Access Service Description URL
Gartner for IT Leaders Individual Access Advisor http://sd.gartner.com/sd_itl_individual_advisor.pdf
IT News and Insight Subscription - IT Team Access http://sd.gartner.com/sd_it_news_insight.pdf
3. PAYMENT TERMS
Gartner will invoice Client on a quarterly basis in the amount of $11,016.00 (1/4 of the total amount of $44,064.00 for all Services rendered) in
accordance with the Prompt Payment Act, F.S. 218.70. Payment is due 30 days from the invoice date. Gartner shall submit invoices with supporting
documentation that is acceptable to the Clerk. Acceptability to the Clerk is based on generally accepted accounting principals and such laws, rules
and regulations as may govern the Clerk's disbursal of funds. Client, is a political subdivision of the State of Florida and thus shall not pay any
sales, use, value-added or other tax or charge imposed or assessment by any governmental entity upon the sale, use or receipt of Services, including
any taxes imposed on the net income of Gartner. Monroe County’s performance and obligation to pay under this contract is contingent upon an
annual appropriation by the Board of County Commissioner.
Please attach any required Purchase Order (“PO”) to this SA and enter the PO number below. If an annual PO is required for multi-year contracts,
Client will issue the new PO at least 30 days prior to the beginning of each subsequent contract year. Any pre-printed or additional contract terms
included on the PO shall be inapplicable and of no force or effect. All PO’s are to be sent to purchaseorders@gartner.com. This SA may be
signed in counterparts.
Buubdinfou;!Hbsuofs!Dpousbdu!.!15.12.33!up!14.42.3134!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2!Zfbs!%55-175/11*
Gartner, Inc. - Service Agreement for use with a Master Client Agreement - Version 03/22 - Page 1 of 2
Qbdlfu!Qh/!2:4
D/:/b
4. CLIENT BILLING INFORMATION
1F00______________________________ 1M00___________________________________________________________________________
Purchase Order Number Billing Address
1N00_____________________________ 1O00____________________________________________________________________________
Invoice Recipient Tel. No. Invoice Recipient Name
1P00___________________________________________________________________________
Invoice Recipient Email
5. AUTHORIZATION
Client: Gartner, Inc.
COUNTY OF MONROE
1A1N_____________________________________________________ 3A1N ______________________________________________________
Signature Signature
1GNN____________________ 3GNN____________________
Date Date
1HNN ____________________________________________________ 3HNN ______________________________________________________
Print Name Print Name
1E10_____________________________________________________ 3E10_____________________________________________________
Title Title
Buubdinfou;!Hbsuofs!Dpousbdu!.!15.12.33!up!14.42.3134!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2!Zfbs!%55-175/11*
Gartner, Inc. - Service Agreement for use with a Master Client Agreement - Version 03/22 - Page 2 of 2
Qbdlfu!Qh/!2:5
D/:/c
Buubdinfou;!NPOSPF!DPVOUZ!GMPSJEB!GPSNT!DR!tjhofe!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2!Zfbs!%55-175/11*
Qbdlfu!Qh/!2:6
D/:/c
Buubdinfou;!NPOSPF!DPVOUZ!GMPSJEB!GPSNT!DR!tjhofe!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2!Zfbs!%55-175/11*
Qbdlfu!Qh/!2:7
D/:/c
Buubdinfou;!NPOSPF!DPVOUZ!GMPSJEB!GPSNT!DR!tjhofe!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2!Zfbs!%55-175/11*
Qbdlfu!Qh/!2:8
D/:/c
Buubdinfou;!NPOSPF!DPVOUZ!GMPSJEB!GPSNT!DR
Qbdlfu!Qh/!2:9
D/:/d
AMENDMENT NO.: 2– Renewal
Alternate Contract Source No.: 81141902-VITA-18-ACS
Contract Name: Information Technology Research and Advisory Services
This Contract Amendment (“Amendment”) to the Information Technology Research and Advisory
Services Contract No. 81141902-VITA-18-ACS (“ACS”) is made by and between the State of
Florida, Department of Management Services (“Department”) and Gartner, Inc. (“Contractor”),
collectively referred to herein as the “Parties.” All capitalized terms used herein have the meaning
assigned to them in the ACS, unless otherwise defined herein.
WHEREAS, the ACS was executed by the Parties and became effective on May 1, 2018, through
March 13, 2021, for the provision of Information Technology Research and Advisory Services,
pursuant to State of Virginia Master Agreement No. VA-180315-GARG (“Master Agreement”);
and
WHEREAS, the Master Agreement was renewed by written notice to the Contractor for a period
of one year in accordance with Section 3.A. of the Master Agreement, with a new expiration date
of March 13, 2022; and
WHEREAS,the Parties agreed that the ACS may be amended by written mutual agreement as
provided in Section 3, Modifications or Additions to Master Agreement., of the ACS; and
WHEREAS, the Department has evaluated the ACS and determined that continuation of the ACS
is cost-effective and in the best interest of the State; and
WHEREAS, the Parties agree to renew the ACS pursuant to Section 2, Renewal, of Exhibit B,
Special Contract Conditions of the ACS.; and
ACCORDINGLY, and in consideration of the mutual promises contained in the ACS documents,
the Parties agree as follows:
I. ACS Agreement. Exhibit A: Additional Special Contract Conditions is hereby deleted in its
entirety and replaced with the attached Exhibit A: Additional Special Contract Conditions,
incorporated into the ACS by reference herein.
II. ACS Renewal. The ACS is hereby renewed for a period of one year effective March 14,
2022, with a new expiration date of March 13, 2023, under the same terms and conditions,
except as amended herein.
III. Warranty of Authority. Each person signing this Amendment warrants that he or she is duly
authorized to do so and to bind the respective party.
IV. Conflict. To the extent any of the terms of this Amendment conflict with the terms of the ACS,
the terms of this Amendment shall control.
Buubdinfou;!Hbsuofs-!Jod/!.!Tubuf!Sfofxbm!pg!Dpousbdu!up!4!24!3134!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2!Zfbs
Page 1 of 2
Qbdlfu!Qh/!2::
D/:/d
AMENDMENT NO.: 2– Renewal
Alternate Contract Source No.: 81141902-VITA-18-ACS
Contract Name: Information Technology Research and Advisory Services
V. Effect. Unless otherwise modified by this Amendment, all terms and conditions
contained in the ACS, as previously amended, shall continue in full force and effect.
IN WITNESS WHEREOF, the Parties have executed this Amendment by their duly authorized
representatives.
State of Florida: Contractor:
Department of Management Services Gartner, Inc.
By: _____________________________ By: _____________________________
Name: J. Todd InmanName:
Title: Secretary Title:
Date: ____________________________Date: ____________________________
Buubdinfou;!Hbsuofs-!Jod/!.!Tubuf!Sfofxbm!pg!Dpousbdu!up!4!24!3134!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2!Zfbs
Page 2 of 2
Qbdlfu!Qh/!311
D/:/d
Buubdinfou;!Hbsuofs-!Jod/!.!Tubuf!Sfofxbm!pg!Dpousbdu!up!4!24!3134!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2!Zfbs!%55-175/11*
Qbdlfu!Qh/!312
D/:/d
ADDITIONAL SPECIAL CONTRACT CONDITIONS
EXHIBIT A
The Contractor and agencies, as defined in section 287.012, Florida Statutes acknowledge and
agree to be bound by the terms and conditions of the Master Contract except as otherwise
specified in the Contract, which includes the Special Contract Conditions and these Additional
Special Contract Conditions.
A. Orders: Contractor must be able to accept the State of Florida Purchasing Card and
MyFloridaMarketPlace (MFMP) purchase orders.
B. Contractor and Subcontractors, Affiliates, Partners, Resellers, Distributors, and Dealers:
By execution of a Contract, the Contractor acknowledges that it will not be released of its
contractual obligations to the Department or state agencies because of any failure of an
affiliate, partner, subcontractor, reseller, distributor, or dealer. The Contractor is
responsible for ensuring that its affiliates, partners, subcontractors, resellers, distributors,
and dealers providing commodities and performing services in furtherance of the Contract
do so in compliance with the terms and conditions of the Contract. The Contractor is fully
responsible for satisfactory completion of all work performed under the Contract.
C. Preferred Pricing Affidavit: It is the responsibility of the Contractor to provide a completed
Preferred Pricing Affidavit upon Contract execution and annually thereafter throughout the
Contract term in accordance with the Special Contract Conditions.
D. Purchases Prerequisites: Contractor must ensure that entities receiving payment directly
from Customers under this Contract must have met the following requirements:
Have an active registration with the Florida Department of State, Division of
), or, if exempt from the registration requirements,
Corporations (www.sunbiz.org
provide the Department with the basis for such exemption.
Be registered in the MFMP Vendor Information Portal (https://vendor.
myfloridamarketplace.com).
Have a current W-9 filed with the Florida Department of Financial Services
(https://flvendor.myfloridacfo.com)
E. Punchout Catalog and Electronic Invoicing.
The Contractor is encouraged to provide a MFMP punchout catalog. The punchout catalog
provides an alternative mechanism for suppliers to offer the State access to Products
awarded under the Contract. The punchout catalog also allows for direct communication
between the MFMP eProcurement System and a supplier’s Enterprise Resource Planning
(ERP) system, which can reflect real-time Product inventory/availability information.
Through utilization of the punchout catalog model, a Florida buyer will “punch out” to a
Buubdinfou;!Hbsuofs-!Jod/!.!Tubuf!Sfofxbm!pg!Dpousbdu!up!4!24!3134!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2!Zfbs
1
Qbdlfu!Qh/!313
D/:/d
supplier’s website. Using the search tools on the supplier’s Florida punchout catalog site,
the user selects the desired Products. When complete, the user exits the supplier’s
punchout catalog site and the shopping cart (full of Products) is “brought back” to MFMP.
No orders are sent to a supplier when the user exits the supplier’s punchout catalog site.
Instead, the chosen Products are “brought back” to MFMP as line items in a purchase
order. The user can then proceed through the normal workflow steps, which may include
adding/editing the Products (i.e., line items) in the purchase order. An order is not
submitted to a supplier until the user approves and submits the purchase order, at which
point the supplier receives an email with the order details.
The Contractor may supply electronic invoices in lieu of paper-based invoices for those
transactions processed through MFMP. Electronic invoices may be submitted to the
agency through one of the mechanisms as listed below:
1) EDI (Electronic Data Interchange)
This standard establishes the data contents of the Invoice Transaction Set (810) for use
within the context of an Electronic Data Interchange (EDI) environment. This transaction
set can be used for invoicing via the Ariba Network (AN) for catalog and non-catalog
goods and services.
2) PO Flip via AN
This online process allows Contractors to submit invoices via the AN for catalog and
non-catalog goods and services. Contractors have the ability to create an invoice directly
from their inbox in their AN account by simply "flipping" the PO into an invoice. This
option does not require any special software or technical capabilities.
The Contractor warrants and represents that it is authorized and empowered to and
hereby grants the State and the third-party provider of MFMP, a State contractor, the
right and license to use, reproduce, transmit, distribute, and publicly display within
MFMP. In addition, the Contractor warrants and represents that it is authorized and
empowered to and hereby grants the State and the third-party provider the right and
license to reproduce and display within MFMP the Contractor's trademarks, system
marks, logos, trade dress, or other branding designation that identifies the products
made available by the Contractor under the Contract.
F. Contract Reporting: The Contractor shall provide the Department the following accurate
and complete reports associated with this Contract.
1) Contract Quarterly Sales Reports. The Contractor shall submit complete Quarterly
Sales Reports to the Department’s Contract Manager within 30 calendar days after
the close of each State fiscal quarter (the State’s fiscal quarters close on September
30, December 31, March 31, and June 30).
Reports must be submitted in MS Excel using the DMS Quarterly Sales Report Format,
which can be accessed at https://www.dms.myflorida.com/business_operations/
state_purchasing/vendor_resources/quarterly_sales_report_format. Initiation and
submission of the most recent version of the Quarterly Sales Report posted on the
DMS website is the responsibility of the Contractor without prompting or notification
from the Department’s Contract Manager. If no orders are received during the quarter,
the Contractor must email the DMS Contract Manager confirming there was no activity.
Buubdinfou;!Hbsuofs-!Jod/!.!Tubuf!Sfofxbm!pg!Dpousbdu!up!4!24!3134!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2!Zfbs
Additional Special Contract Conditions (approved by State Purchasing, 8/12/2021)
Qbdlfu!Qh/!314
D/:/d
2) Certified and Minority Business Enterprises Reports. Upon Customer request, the
Contractor shall report to each Customer spend with certified and other minority
business enterprises in the provision of commodities or services related to the
Customer orders. These reports shall include the period covered; the name, minority
code, and Federal Employer Identification Number of each minority business
enterprise utilized during the period; commodities and services provided by the
minority business enterprise; and the amount paid to each minority business
enterprise on behalf of the Customer.
3) Ad Hoc Sales Reports. The Department may require additional Contract sales
information such as copies of purchase orders or ad hoc sales reports. The Contractor
shall submit these documents and reports in the format acceptable to the Department
and within the timeframe specified by the Department.
4) MFMP Transaction Fee Reports. The Contractor shall submit complete monthly MFMP
Transaction Fee Reports to the Department. Reports are due 15 calendar days after
the end of each month. Information on how to submit MFMP Transaction Fee Reports
https://www.dms.myflorida.com/business_operations/state_
online can be located at
purchasing/myfloridamarketplace/mfmp_vendors/transaction_fee_and_reporting.
Assistance with transaction fee reporting is also available by email at
feeprocessing@myfloridamarketplace.comor telephone at 866-FLA-EPRO (866-352-
3776) from 8:00 a.m. to 6:00 p.m. Eastern Time.
G. Financial Consequences: The Department reserves the right to impose financial
consequences when the Contractor fails to comply with the requirements of the Contract.
The following financial consequences will apply for the Contractor’s non-performance
under the Contract. The Customer and the Contractor may agree to add additional
Financial Consequences on an as-needed basis beyond those stated herein to apply to
that Customer’s resultant contract or purchase order. The State of Florida reserves the
right to withhold payment or implement other appropriate remedies, such as Contract
termination or nonrenewal, when the Contractor has failed to comply with the provisions
of the Contract. The Contractor and the Department agree that financial consequences for
non-performance are an estimate of damages which are difficult to ascertain and are not
penalties.
The financial consequences below will be paid and received by the Department of
Management Services within 30 calendar days from the due date specified by the
Department. These financial consequences below are individually assessed for failures
over each target period beginning with the first full month or quarter of the Contract
performance and every month or quarter, respectively, thereafter.
Buubdinfou;!Hbsuofs-!Jod/!.!Tubuf!Sfofxbm!pg!Dpousbdu!up!4!24!3134!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2!Zfbs
Additional Special Contract Conditions (approved by State Purchasing, 8/12/2021)
Qbdlfu!Qh/!315
D/:/d
Financial Consequences Chart
Financial
Consequence for Non-
Performance Performance Due
Deliverable Performance /Not
Metric Date
Received by the
Contract Manager
Contractor will All Quarterly Sales Completed reports $250 per day late
timely submit Reports will be are due on or
th
complete Quarterly submitted timely before the 30
Sales Reports with the required calendar day after
information the close of each
State fiscal quarter
Contractor will All MFMP Completed reports $100per day late
timely submit Transaction Fee are due on or
th
complete MFMP Reports will be before the 15
Transaction Fee submitted timely calendar day after
Reportswith the required the end of each
information month
No favorable action will be considered when Contractor has outstanding Contract
Quarterly Sales Reports, MFMP Transaction Fee Reports, or any other
documentation owed to the Department or Customer, to include fees / monies, that
is required under this Contract.
H. Business Review Meetings: Both the Department and Customer reserve the right to
schedule business review meetings. The Department or Customer may specify the format
or agenda for the meeting. At a minimum, the Business Review Meeting may include the
following topics:
a. Contract compliance
b. Contract savings (in dollar amount and cost avoidance)
c. Spend reports by Customer
d. Recommendations for improved compliance and performance
I. Special Contract Conditions revisions: the corresponding subsections of the Special
Contract Conditions referenced below are replaced in their entirety with the following:
Buubdinfou;!Hbsuofs-!Jod/!.!Tubuf!Sfofxbm!pg!Dpousbdu!up!4!24!3134!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2!Zfbs
Additional Special Contract Conditions (approved by State Purchasing, 8/12/2021)
Qbdlfu!Qh/!316
D/:/d
2.2 Renewal.
Upon written agreement, the Department and the Contractor may renew the Contract in whole
or in part only as set forth in the Contract documents, and in accordance with section
287.057(14), F.S.
3.7 Transaction Fees.
The State of Florida, through the Department of Management Services, has instituted
MyFloridaMarketPlace, a statewide eProcurement system. Pursuant to Section 287.057(24),
F.S., all payments shall be assessed a Transaction Feeof one percent (1.0%), or as may
otherwise be established by law, which the vendor shall pay to the State.
For payments within the State accounting system (FLAIR or its successor), the Transaction Fee
shall, when possible, be automatically deducted from payments to the vendor. If automatic
deduction is not possible, the vendor shall pay the Transaction Fee pursuant to subsection 60A-
1.031(2), F.A.C. By submission of these reports and corresponding payments, vendor certifies
their correctness. All such reports and payments shall be subject to audit by the State or its
designee.
The vendor shall receive a credit for any Transaction Fee paid by the vendor for the purchase of
any item(s) if such item(s) are returned to the vendor through no fault, act, or omission of the
vendor. Notwithstanding the foregoing, a Transaction Fee is non-refundable when an item is
rejected or returned, or declined, due to the vendor’s failure to perform or comply with
specifications or requirements of the agreement.
Vendors will submit any monthly reports required pursuant to the rule. All such reports and
payments will be subject to audit. Failure to comply with the payment of the Transaction
Fees or submission of required reporting of transactions shall constitute grounds for
declaring the Vendor in default.
5.1 Conduct of Business.
The Contractor must comply with all laws, rules, codes, ordinances, and licensing
requirements that are applicable to the conduct of its business, including those of federal,
state, and local agencies having jurisdiction and authority. For example, the Contractor must
comply with section 274A of the Immigration and Nationality Act, the Americans with
Disabilities Act, Health Insurance Portability and Accountability Act, if applicable, and all
prohibitions against discrimination on the basis of race, religion, sex, creed, national origin,
handicap, marital status, or veteran’s status. The provisions of subparagraphs 287.058(1)(a)-
(c) and (g), F.S., are hereby incorporated by reference.
Nothing contained within this Contract shall be construed to prohibit the Contractor from
disclosing information relevant to performance of the Contract or purchase order to members
or staff of the Florida Senate or Florida House of Representatives.
Pursuant to section 287.057(26), F.S., the Contractor shall answer all questions of, and
ensure a representative will be available to, a continuing oversight team.
The Contractor will comply with all applicable disclosure requirements set forth in section
286.101, F.S. In the event the Department of Financial Services issues the Contractor a final
order determining a third or subsequent violation pursuant to section 286.101(7)(c), F.S., the
Contractor shall immediately notify the Department and applicable Customers and shall be
disqualified from Contract eligibility.
Buubdinfou;!Hbsuofs-!Jod/!.!Tubuf!Sfofxbm!pg!Dpousbdu!up!4!24!3134!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2!Zfbs
Additional Special Contract Conditions (approved by State Purchasing, 8/12/2021)
Qbdlfu!Qh/!317
D/:/d
5.4 Convicted, Discriminatory, Antitrust Violator, and Suspended Vendor Lists.
In accordance with sections 287.133, 287.134, and 287.137, F.S., the Contractor is hereby
informed of the provisions of sections 287.133(2)(a), 287.134(2)(a), and 287.137(2)(a), F.S.
For purposes of this Contract, a person or affiliate who is on the Convicted Vendor List, the
Discriminatory Vendor List, or the Antitrust Violator Vendor List may not perform work as a
contractor, supplier, subcontractor, or consultant under the Contract. The Contractor must
notify the Department if it or any of its suppliers, subcontractors, or consultants have been
placed on the Convicted Vendor List, the Discriminatory Vendor List, or the Antitrust Violator
Vendor List during the term of the Contract.
In accordance with section 287.1351, F.S., a vendor placed on the Suspended Vendor List
may not enter into or renew a contract to provide any goods or services to an agency after its
placement on the Suspended Vendor List.
A firm or individual placed on the Suspended Vendor List pursuant to section 287.1351, F.S.,
the Convicted Vendor List pursuant to section 287.133, F.S., the Antitrust Violator Vendor List
pursuant to section 287.137, F.S., or the Discriminatory Vendor List pursuant to section
287.134, F.S., is immediately disqualified from Contract eligibility.
5.6 Cooperation with Inspector General and Records Retention.
Pursuant to section 20.055(5), F.S., the Contractor understands and will comply with its duty
to cooperate with the Inspector General in any investigation, audit, inspection, review, or
hearing. Upon request of the Inspector General or any other authorized State official, the
Contractor must provide any information the Inspector General deems relevant. Such
information may include, but will not be limited to, the Contractor's business or financial
records, documents, or files of any type or form that refer to or relate to the Contract. The
Contractor will retain such records for the longer of five years after the expiration or termination
of the Contract, or the period required by the General Records Schedules maintained by the
Florida Department of State, at the Department of State’s Records Management website. The
Contractor agrees to reimburse the State of Florida for the reasonable costs of investigation
incurred by the Inspector General or other authorized State of Florida official for investigations
of the Contractor's compliance with the terms of this or any other agreement between the
Contractor and the State of Florida which results in the suspension or debarment of the
Contractor. Such costs will include but will not be limited to: salaries of investigators, including
overtime; travel and lodging expenses; and expert witness and documentary fees. The
Contractor agrees to impose the same obligations to cooperate with the Inspector General
and retain records on any subcontractors used to provide goods or services under the
Contract.
8.1.1 Termination of Contract.
The Department may terminate the Contract for refusal by the Contractor to comply with this
section by not allowing access to all public records, as defined in Chapter 119, F.S., made or
received by the Contractor in conjunction with the Contract unless the records are exempt
from s. 24(a) of Art. I of the State Constitution and section 119.071(1), F.S.
8.1.2 Statutory Notice.
Pursuant to section 119.0701(2)(a), F.S., for contracts for services with a contractor acting on
behalf of a public agency, as defined in section 119.011(2), F.S., the following applies:
Buubdinfou;!Hbsuofs-!Jod/!.!Tubuf!Sfofxbm!pg!Dpousbdu!up!4!24!3134!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2!Zfbs
Additional Special Contract Conditions (approved by State Purchasing, 8/12/2021)
Qbdlfu!Qh/!318
D/:/d
IF THE CONTRACTOR HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE
CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING
TO THIS CONTRACT, CONTACT THE DEPARTMENT’S CUSTODIAN
OF PUBLIC RECORDS AT PUBLICRECORDS@DMS.FL.GOV, (850)
487-1082 OR 4050 ESPLANADE WAY, SUITE 160, TALLAHASSEE,
FLORIDA 32399-0950.
Pursuant to section 119.0701(2)(b), F.S., for contracts for services with a contractor acting on
behalf of a public agency as defined in section 119.011(2), F.S., the Contractor shall:
(a) Keep and maintain public records required by the public agency to perform the service.
(b) Upon request from the public agency’s custodian of public records, provide the public
agency with a copy of the requested records or allow the records to be inspected or copied
within a reasonable time at a cost that does not exceed the cost provided in Chapter 119,
F.S., or as otherwise provided by law.
(c) Ensure that public records that are exempt or confidential and exempt from public records
disclosure are not disclosed except as authorized by law for the duration of the Contract term
and following the completion of the Contract if the Contractor does not transfer the records to
the public agency.
(d) Upon completion of the Contract, transfer, at no cost, to the public agency all public records
in possession of the Contractor or keep and maintain public records required by the public
agency to perform the service. If the Contractor transfers all public records to the public
agency upon completion of the Contract, the Contractor shall destroy any duplicate public
records that are exempt or confidential and exempt from public records disclosure
requirements. If the Contractor keeps and maintains public records upon completion of the
Contract, the Contractor shall meet all applicable requirements for retaining public records.
All records stored electronically must be provided to the public agency, upon request from the
public agency’s custodian of public records, in a format that is compatible with the information
technology systems of the public agency.
12.1 Performance or Compliance Audits.
The Department may conduct or have conducted performance and/or compliance audits of
the Contractor and subcontractors as determined by the Department. The Department may
conduct an audit and review all the Contractor’s and subcontractors’ data and records that
directly relate to the Contract. To the extent necessary to verify the Contractor’s fees and
claims for payment under the Contract, the Contractor’s agreements or contracts with
subcontractors, partners, or agents of the Contractor, pertaining to the Contract, may be
inspected by the Department upon fifteen (15) calendar days’ notice, during normal working
hours and in accordance with the Contractor’s facility access procedures where facility access
is required. Release statements from its subcontractors, partners, or agents are not required
for the Department or its designee to conduct compliance and performance audits on any of
the Contractor’s contracts relating to this Contract. The Inspector General, in accordance with
section 5.6, the State of Florida’s Chief Financial Officer, and the Office of the Auditor General
shall also have authority to perform audits and inspections.
Buubdinfou;!Hbsuofs-!Jod/!.!Tubuf!Sfofxbm!pg!Dpousbdu!up!4!24!3134!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2!Zfbs
Additional Special Contract Conditions (approved by State Purchasing, 8/12/2021)
Qbdlfu!Qh/!319
D/:/d
13.2 E-Verify.
The Contractor and its subcontractors have an obligation to utilize the U.S. Department of
Homeland Security’s (DHS) E-Verify system for all newly hired employees in accordance with
section 448.095, F.S. By executing this Contract, the Contractor certifies that it is registered
with, and uses, the E-Verify system for all newly hired employees in accordance with section
448.095, F.S. The Contractor must obtain an affidavit from its subcontractors in accordance
with paragraph (2)(b) of section 448.095, F.S., and maintain a copy of such affidavit for the
duration of the Contract. The Contractor shall provide a copy of its DHS Memorandum of
Understanding (MOU) to the Department’s Contract Manager within five days of Contract
execution.
This section serves as notice to the Contractor regarding the requirements of section 448.095,
F.S., specifically sub-paragraph (2)(c)1, and the Department’s obligation to terminate the
Contract if it has a good faith belief that the Contractor has knowingly violated section
448.09(1), F.S. If terminated for such reason, the Contractor will not be eligible for award of a
public contract for at least one year after the date of such termination. The Department will
promptly notify the Contractor and order the immediate termination of the contract between
the Contractor and a subcontractor performing work on its behalf for this Contract should the
Department have a good faith belief that the subcontractor has knowingly violated section
448.09(1), F.S.
J. Special Contract Conditions additions: the following subsection is added to the Special
Contract Conditions:
12.3 Document Inspection.
In accordance with section 216.1366, F.S., the Department or a state agency is authorized to
inspect the: (a) financial records, papers, and documents of the Contractor that are directly
related to the performance of the Contract or the expenditure of state funds; and (b)
programmatic records, papers, and documents of the Contractor which the Department or
state agency determines are necessary to monitor the performance of the Contract or to
ensure that the terms of the Contract are being met. The Contractor shall provide such
records, papers, and documents requested by the Department or a state agency within 10
Business Days after the request is made.
Buubdinfou;!Hbsuofs-!Jod/!.!Tubuf!Sfofxbm!pg!Dpousbdu!up!4!24!3134!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2!Zfbs
Additional Special Contract Conditions (approved by State Purchasing, 8/12/2021)
Qbdlfu!Qh/!31:
D/:/e
STATEOFFLORIDA
ACS#8114190218ACS
EXHIBITCSCHEDULEOFPRICES
RatesareeffectiveFebruary1,2021andapplytopurchaseordersreceivedonorbeforeJanuary31,2022with
aservicedeliverystartdatenolaterthanFebruary1,2022.
Feb012021to
RESEARCHANDADVISORYSERVICES
Jan312022
SECTION1:PRIMARYRESEARCHSERVICES
1
Table1.GlobalCIOTeamPlus InvitationOnly
GlobalCIO182,024
DivisionalCIO136,007
GlobalITLeader136,007
1
Table2.GlobalITLeadershipTeamPlus InvitationOnly
GlobalTeamLeader124,349
GlobalPartnerMember113,390
AdvisorMember43,154
1
Table3.ExecutiveProgramsLeadershipTeamPlus
Leader93,739
ITExecutiveMemberorITExecutiveLeader93,739
(ITExecutiveLeadermustpurchaseITLeadershipTeamPlusMembers)
PartnerMemberorPartnerLeader79,936
(PartnerLeadermustpurchaseEnterpriseITLeadershipTeamPlusMembers)
6
76,303
PartnerMemberorPartnerLeader RenewingSubscriber
Forlicensepurchase beforeFeb012020 withcontinuousrenewal.
(PartnerLeadermustpurchaseEnterpriseITLeadershipTeamPlusMembers)
6
50,186
DelegateMemberorDelegateLeader RenewalOnly
(DelegateLeadermustpurchaseITLeadershipTeamPlusMembers)
AdvisorMemberorAdvisorLeader36,507
(AdvisorLeadermustpurchaseITLeadershipTeamPlusMembers)
CrossFunctionMember25,481
1
Table4.ExecutiveProgramsLeadershipTeamPlusforGlobalEnterprises
Leader135,086
ITExecutive135,086
(maypurchaseITLeadershipTeamPlusMembers)
GlobalPartner116,710
(maypurchaseEnterpriseITLeadershipTeamPlusMembers)
6
50,186
DelegateLeader RenewalOnly
(maypurchaseITLeadershipTeamPlusMembers)
AdvisorLeader36,507
(maypurchaseITLeadershipTeamPlusMembers)
CrossFunctionMember25,481
Buubdinfou;!3132.13!Gmpsjeb!92252:1329BDT!Fyijcju!D`Qsjdjoh`3131.23.33!C.12!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2
FA000118version20201222B01Page1of11
Qbdlfu!Qh/!321
D/:/e
Feb012021to
RESEARCHANDADVISORYSERVICES
Jan312022
1
Table5.ExecutiveProgramsLeadershipTeam
Leader86,142
ITExecutiveMemberorITExecutiveLeader86,142
(ITExecutiveLeadermustpurchaseITLeadershipTeamMembers)
PartnerMemberorPartnerLeader73,328
(PartnerLeadermustpurchaseEnterpriseITLeadershipTeamMembers)
6
69,994
PartnerMemberorPartnerLeader RenewingSubscriber
Forlicensepurchase beforeFeb012020 withcontinuousrenewal.
(PartnerLeadermustpurchaseEnterpriseITLeadershipTeamMembers)
6
46,154
DelegateMemberorDelegateLeader RenewalOnly
(DelegateLeadermustpurchaseITLeadershipTeamMembers)
AdvisorMemberorAdvisorLeader33,494
(AdvisorLeadermustpurchaseITLeadershipTeamMembers)
CrossFunctionMember23,353
RoleMember16,271
1
3
Table5.ExecutiveProgramsLeadershipTeamEssentials LimitedAvailability
86,142
Leader
3
9,093
EssentialsMember LimitedAvailability
Table6.ExecutiveProgramsIndividualSolution
Member(SingleUser)95,119
Member(MultiUser)84,402
6
65,446
MemberBasic(SingleUser)RenewalOnly
6
58,550
MemberBasic(MultiUser)RenewalOnly
6
Table7.ITExecutives:CIOSignature RenewalOnly
CIOSignature108,447
6
Table8.ITExecutives:CIO RenewalOnly
CIO(SingleUser)98,066
CIO(MultiUser)86,980
6
Table9.ITExecutives:CIOEssentials RenewalOnly
CIOEssentials(SingleUser)65,446
CIOEssentials(MultiUser)58,550
Table10.GartnerAddons
3
46,484
DelegateAddontoCIOSignature LimitedAvailability
3
17,494
TwoAdditionalMeetingsAddon LimitedAvailability
Buubdinfou;!3132.13!Gmpsjeb!92252:1329BDT!Fyijcju!D`Qsjdjoh`3131.23.33!C.12!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2
FA000118version20201222B01Page2of11
Qbdlfu!Qh/!322
D/:/e
Feb012021to
RESEARCHANDADVISORYSERVICES
Jan312022
1
Table11:EnterpriseITLeadershipTeamPlusforGlobalEnterprise
GlobalTeamLeader96,377
GlobalAdvisorTeamLeader33,116
(maypurchaseEnterpriseITLeadershipTeamPlusMembers)
AdvisorMember33,116
CrossFunctionMember19,562
1
Table12.EnterpriseITLeadershipTeamPlus
Leader73,842
6
71,404
Leader RenewingSubscriber
Forlicensepurchase Feb012020toJan012021 withcontinuousrenewal.
6
66,731
Leader RenewingSubscriber
Forlicensepurchase beforeFeb012020 withcontinuousrenewal.
AdvisorMember33,116
CrossFunctionMember19,562
1
Table13.EnterpriseITLeadershipTeam
Leader67,978
6
65,734
Leader RenewingSubscriber
Forlicensepurchase Feb012020toJan012021 withcontinuousrenewal.
6
61,312
Leader RenewingSubscriber
Forlicensepurchase beforeFeb012020 withcontinuousrenewal.
AdvisorMember30,536
CrossFunctionMember17,960
RoleMember11,296
EssentialsMember9,093
1
Table14.EnterpriseITLeadersInitiativeTeam
Leader82,599
AdvisorMember43,177
6
Table15.EnterpriseITLeaders RenewalOnly
IndividualAccess(SingleUser)79,026
Forlicensepurchase afterFeb012020 withcontinuousrenew.
IndividualAccess(MultiUser)65,734
Forlicensepurchase afterFeb012020 withcontinuousrenew.
IndividualAccess(SingleUser)73,206
Forlicensepurchase beforeFeb012020 withcontinuousrenew.
IndividualAccess(MultiUser)61,252
Forlicensepurchase beforeFeb012020 withcontinuousrenew.
Buubdinfou;!3132.13!Gmpsjeb!92252:1329BDT!Fyijcju!D`Qsjdjoh`3131.23.33!C.12!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2
FA000118version20201222B01Page3of11
Qbdlfu!Qh/!323
D/:/e
Feb012021to
RESEARCHANDADVISORYSERVICES
Jan312022
1
Table16.ITLeadershipTeamPlus
Leader33,116
AdvisorMember33,116
CrossFunctionMember19,562
1
Table17.ITLeadershipTeam
Leader30,536
AdvisorMember30,536
CrossFunctionMember17,960
RoleMember11,296
EssentialsMember9,093
Table18.ITLeaders
IndividualAccessAdvisor(SingleUser)40,426
IndividualAccessAdvisor(MultiUser)30,536
Reference(SingleUser)27,155
Reference(MultiUser)17,237
4
Table19.TechnicalProfessionals(peragency)
AdvisorDepartment118,170
ReferenceDepartment79,607
AdvisorTeam56,346
Table20.<omitted,notapplicable>
Table21.CoreConnectResearch
Advisor(SingleUser)33,354
Advisor(MultiUser)24,338
Reference(SingleUser)21,412
Reference(MultiUser)12,334
Table22.and Table23.<omitted,notapplicable>
Table24.GartnerforCustomerService&SupportLeaders
7
CustomerService&SupportLeadersTeam
Leader30,767
AdvisorMember30,767
ReferenceMember12,844
CustomerService&SupportLeadersIndividualAccess
Advisor(SingleUser)40,743
Advisor(MultiUser)30,767
Buubdinfou;!3132.13!Gmpsjeb!92252:1329BDT!Fyijcju!D`Qsjdjoh`3131.23.33!C.12!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2
FA000118version20201222B01Page4of11
Qbdlfu!Qh/!324
D/:/e
Feb012021to
RESEARCHANDADVISORYSERVICES
Jan312022
TableTBD.GartnerforChiefFinanceOfficers
7
ChiefFinancialOfficersTeam
Leader77,332
AdvisorMemberorAdvisorLeader30,767
(AdvisorLeadermustpurchaseFinanceLeadersTeamMembers)
ReferenceMember13,310
ChiefFinancialOfficersIndividualAccess
IndividualAccess(SingleUser)85,189
IndividualAccess(MultiUser)77,332
Table25.GartnerforFinanceLeaders
7
FinanceLeadersTeam
Leader30,767
AdvisorMember30,767
ReferenceMember13,310
FinanceLeadersIndividualAccess
Advisor(SingleUser)40,743
Advisor(MultiUser)30,767
Table26.GartnerforChiefHumanResourcesOfficers
7
ChiefHumanResourcesOfficersTeam
Leader77,332
AdvisorMemberorAdvisorLeader30,767
(AdvisorLeadermustpurchaseHumanResourcesLeadersTeamMembers)
ReferenceMember15,644
ChiefHumanResourcesOfficersIndividualAccess
IndividualAccess(SingleUser)85,189
IndividualAccess(MultiUser)77,332
Table27.GartnerforHumanResourcesLeaders
7
HumanResourcesLeadersTeam
Leader30,767
AdvisorMember30,767
ReferenceMember15,644
HumanResourcesLeadersIndividualAccess
Advisor(SingleUser)40,743
Advisor(MultiUser)30,767
Buubdinfou;!3132.13!Gmpsjeb!92252:1329BDT!Fyijcju!D`Qsjdjoh`3131.23.33!C.12!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2
FA000118version20201222B01Page5of11
Qbdlfu!Qh/!325
D/:/e
Feb012021to
RESEARCHANDADVISORYSERVICES
Jan312022
7
Table28.GartnerforHumanResourcesProfessionals
ReferenceUpto20HRProfessionals38,010
ReferenceUpto5HRProfessionals23,628
Table29.ğƌĻƓƷbĻǒƩƚƓξ
SingleCountry30,167
SingleCountryReference23,009
Additional5Users4,350
AdditionalWorkbench10,226
Table30.GartnerforLegalandComplianceLeaders
7
Legal&ComplianceLeadersTeam
Leader26,405
AdvisorMember26,405
ReferenceMember10,492
Legal&ComplianceLeadersIndividualAccess
Advisor(SingleUser)34,930
Advisor(MultiUser)26,405
Table31and32.<omitted,notapplicable>
SECTION2:OTHERRESEARCHSERVICES
ITTEAMPLUSWITHINDUSTRYSOLUTIONSANNUALFEE
2
GlobalCIOTeamPluswithIndustry(oneindustry)InvitationOnly
GlobalCIO198,188
DivisionalCIO155,187
GlobalITLeader155,187
2
GlobalITLeadershipTeamPluswithIndustry(oneindustry)InvitationOnly
GlobalTeamLeader143,002
GlobalPartnerMember130,313
GlobalAdvisorMember49,648
2
ExecutiveProgramsLeadershipTeamPluswithIndustryforGlobalEnterprises(oneindustry)
Leader155,288
ITExecutive155,288
(maypurchaseIndustryAdvisoryServicesLeadershipTeamPlusMembers)
GlobalPartner134,240
(maypurchaseEnterpriseITLeadershipTeamPluswithIndustryMembers)
6
59,316
DelegateLeader RenewalOnly
(maypurchaseIndustryAdvisoryServicesLeadershipTeamPlusMembers)
Buubdinfou;!3132.13!Gmpsjeb!92252:1329BDT!Fyijcju!D`Qsjdjoh`3131.23.33!C.12!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2
FA000118version20201222B01Page6of11
Qbdlfu!Qh/!326
D/:/e
Feb012021to
RESEARCHANDADVISORYSERVICES
Jan312022
AdvisorLeader46,023
(maypurchaseIndustryAdvisoryServicesLeadershipTeamPlusMembers)
CrossFunctionMember30,716
2
ExecutiveProgramsLeadershipTeamPluswithIndustry(oneindustry)
Leader106,345
ITExecutiveMemberorITExecutiveLeader106,345
(ITExecutiveLeadermustpurchaseIndustryAdvisoryServicesLeadershipTeamPlusMembers)
PartnerMemberorPartnerLeader99,094
(PartnerLeadermustpurchaseEnterpriseITLeadershipTeamPluswithIndustryMembers)
6
92,951
PartnerMemberorPartnerLeader RenewingSubscriber
Forlicensepurchase beforeFeb012020 withcontinuousrenewal.
(PartnerLeadermustpurchaseEnterpriseITLeadershipTeamPluswithIndustryMembers)
6
59,316
DelegateMemberorDelegateLeader RenewalOnly
(DelegateLeadermustpurchaseIndustryAdvisoryServicesLeadershipTeamPlusMembers)
AdvisorMemberorAdvisorLeader46,023
(AdvisorLeadermustpurchaseIndustryAdvisoryServicesLeadershipTeamPlusMembers)
CrossFunctionMember30,716
2
EnterpriseITLeadersInitiativeTeamwithIndustry(oneindustry)
Leader96,476
AdvisorMember53,777
2
EnterpriseITLeadershipTeamPluswithIndustryforGlobalEnterprises(oneindustry)
GlobalTeamLeader121,048
6
110,776
GlobalTeamLeader RenewingSubscriber
Forlicensepurchase beforeFeb012020 withcontinuousrenewal.
GlobalAdvisorTeamLeader41,692
(maypurchaseEnterpriseITLeadershipTeamPluswithIndustryTeamMembers)
AdvisorMember41,692
CrossFunctionMember25,479
2
EnterpriseITLeadershipTeamPluswithIndustry(oneindustry)
Leader92,347
6
79,255
Leader RenewingSubscriber
Forlicensepurchase beforeFeb012020 withcontinuousrenewal.
AdvisorMember41,692
CrossFunctionMember25,479
2
IndustryAdvisoryServicesLeadershipTeamPlus(oneindustry)
Leader41,692
AdvisorMember41,692
CrossFunctionMember25,479
Buubdinfou;!3132.13!Gmpsjeb!92252:1329BDT!Fyijcju!D`Qsjdjoh`3131.23.33!C.12!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2
FA000118version20201222B01Page7of11
Qbdlfu!Qh/!327
D/:/e
Feb012021to
RESEARCHANDADVISORYSERVICES
Jan312022
ITTEAMWITHINDUSTRYSOLUTIONSANNUALFEE
2
ExecutiveProgramsLeadershipTeamwithIndustry(oneindustry)
Leader97,584
ITExecutiveMemberorITExecutiveLeader97,584
(ITExecutiveLeadermustpurchaseIndustryAdvisoryServicesLeadershipTeamMembers)
PartnerMemberorPartnerLeader90,736
(PartnerLeadermustpurchaseEnterpriseITLeadershipTeamwithIndustryMembers)
6
85,096
PartnerMemberorPartnerLeader RenewingSubscriber
Forlicensepurchase beforeFeb012020 withcontinuousrenewal.
(PartnerLeadermustpurchaseEnterpriseITLeadershipTeamwithIndustryMembers)
6
54,482
DelegateMemberorDelegateLeader RenewalOnly
(DelegateLeadermustpurchaseIndustryAdvisoryServicesLeadershipTeamMembers)
AdvisorMemberorAdvisorLeader42,297
(AdvisorLeadermustpurchaseIndustryAdvisoryServicesLeadershipTeamMembers)
CrossFunctionMember28,198
RoleMember20,041
2
EnterpriseITLeadershipTeamwithIndustry(oneindustry)
Leader84,593
6
72,709
Leader RenewingSubscriber
Forlicensepurchase beforeFeb012020 withcontinuousrenewal.
AdvisorMember38,268
CrossFunctionMember23,465
RoleMember13,394
EssentialsMember9,366
2
IndustryAdvisoryServicesLeadershipTeam(oneindustry)
Leader38,268
AdvisorMember38,268
CrossFunctionMember23,465
RoleMember13,394
EssentialsMember9,366
ITINDIVIDUALACCESSANNUALFEE
ResearchBoardforGlobalExecutives InvitationOnly
GlobalCIO190,131
ITINDIVIDUALACCESSWITHINDUSTRYSOLUTIONSANNUALFEE
ExecutiveProgramswithIndustry(oneindustry)
Member(SingleUser)106,446
Member(MultiUser)95,569
Buubdinfou;!3132.13!Gmpsjeb!92252:1329BDT!Fyijcju!D`Qsjdjoh`3131.23.33!C.12!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2
FA000118version20201222B01Page8of11
Qbdlfu!Qh/!328
D/:/e
Feb012021to
RESEARCHANDADVISORYSERVICES
Jan312022
3
17,494
TwoAdditionalMeetingsAddon LimitedAvailability
IndustryAdvisoryServices(oneindustry)
IndividualAccessAdvisor(SingleUser)49,447
IndividualAccessAdvisor(MultiUser)38,268
Reference(SingleUser)33,334
Reference(MultiUser)22,760
ANNUALFEE
ITMULTIUSERSOLUTIONS
4,5
TechnicalProfessionalsSmall&MidsizeBusiness(SMB)(peragency)
AdvisorSMB62,639
ReferenceSMB41,592
3,4
27,392
ITAssociates100ResearchNotes LimitedAvailability
ANNUALFEE
GARTNERBUSINESSSERVICES
7
MarketingLeadersTeam
Leader40,786
AdvisorMember40,786
ReferenceMember16,013
MarketingLeadersIndividualAccess
Advisor(SingleUser)49,044
Advisor(MultiUser)40,786
UNITPRICE
OTHERSERVICES
NewsandInsights 685
4
StrategicAdvisoryServices forclientswithresearchservices
InternalAdvisorySession16,718
RemoteAdvisoryServices8,258
8
ConferencesNorthAmerica(priceperticket)ЋЉЋЊƷźĭƉĻƷƦƩźĭźƓŭĻǣƦźƩĻƭЊЋΉЌЊΉЋЉЋЊ
2021ITSymposium/Xpo4,929
2021Summit(BI,DataCenter,Security,orApps)3,355
2021Summit(excludesBI,DataCenter,Security,andApps)2,839
2021CatalystConference3,355
2022ConferencesNorthAmericaTicketTBD
Buubdinfou;!3132.13!Gmpsjeb!92252:1329BDT!Fyijcju!D`Qsjdjoh`3131.23.33!C.12!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2
FA000118version20201222B01Page9of11
Qbdlfu!Qh/!329
D/:/e
Feb012021to
RESEARCHANDADVISORYSERVICES
Jan312022
RENEWALONLYLEGACYSERVICESANNUALFEE
6
ExecutiveProgramsMemberBasicwithIndustry(oneindustry)RenewalOnly
MemberBasic(SingleUser)75,831
MemberBasic(MultiUser)68,883
6
EnterpriseITLeaders RenewalOnly
3
17,494
TwoOnsiteMeetingsAddon LimitedAvailability
4
11,279
IndustryAddon(oneindustry)
ANNUALFEE
PUBLICANDNONPROFITHIGHEREDUCATIONITSTUDENTSINSTITUTIONSONLY
9
CoreITResearchReferenceforHigherEducation(perstudentcampus)
CoreReferenceforacommunitycollege30,011
CoreReferenceforacollegeoruniversitywith1to4,999StudentFTE30,011
CoreReferenceforacollegeoruniversitywith5,000to9,999StudentFTE60,021
CoreReferenceforacollegeoruniversitywith10,000to24,999StudentFTE90,031
CoreReferenceforacollegeoruniversitywith25,000+StudentFTE120,041
9
TechnicalProfessionalsforHigherEducation(perstudentcampus)
TechnicalProfessionalAdvisorforITStaffonlyofacollegeoruniversity62,639
TechnicalProfessionalReferenceforITStaffonlyofacollegeoruniversity41,592
Purchasingguidelines
ͻ{źƓŭƌĻ
ƭĻƩͼappliestoabuyingcenterthathasoneindividuallicense;ͻaǒƌƷź
ƭĻƩͼappliestoabuyingcenterthathasat
leasttwoqualifyinglicenseswithinthesameagencyornamedclient.ToqualifyforMultiUserpricelevels,servicesmust
orPurchaseOrderandreflectacommonͻ.źƌƌƚͼaddress.StrategicAdvisory
beorderedonthesameServiceAgreement
Services,Conferences,andAddonservicesdonotcontributetowardsMultiUserpricingqualification.
1
Team licensesrequirethepurchaseofateamconfigurationandarenotavailableforpurchaseasstandalonelicenses.
Certainteamsolutionsareinvitationonlyservicesasindicatedinthepricingtable.AmaximumofoneLeaderperteam.
EachLeadertypelicensemusthavethree(3)toten(10)teammemberlicenses.Aminimumofthree(3)Advisorand/or
CrossFunctionteammemberlicensesrequiredperEnterpriseITLeadershipLeaderandperPartnerlicense.Executive
ProgramsLeadershipteamsolutionswithoneLeaderandlessthanthree(3)teammemberlicensesispermissibleso
longasoneoftheteammemberlicensesisanITExecutiveoraPartnerLeaderwithatleastthree(3)Advisorand/or
CrossFunctionteammemberlicensesperPartnerlicense.GlobalCIOteamsolutionswithoneLeaderandlessthan
three(3)teammemberlicensesispermissible.AlllicensesinaTeammustbecoterminousandofthesameteamtype.
Forexample,aTeamPlusconfigurationmayonlycontainTeamPluslicensesandcannotincludeothertypesofteam
licensessuchasTeamPluswithIndustry,Team(nonPlus),GlobalCIOTeametc.
2
TeamwithIndustry licensesrequirethepurchaseofateamconfigurationandarenotavailableforpurchaseas
standalonelicenses.Certainteamsolutionsareinvitationonlyservicesasindicatedinthepricingtable.Amaximumofone
Leaderperteam.EachLeadertypelicensemusthavethree(3)toten(10)teammemberlicenses.Aminimumofthree(3)
Advisorand/orCrossFunctionteammemberlicensesrequiredperEnterpriseITLeadershipLeaderandperPartnerlicense.
ExecutiveProgramsLeadershipteamsolutionswithoneLeaderandlessthanthree(3)teammemberlicensesis
permissiblesolongasoneoftheteammemberlicensesisanITExecutiveoraPartnerLeaderwithatleastthree
Buubdinfou;!3132.13!Gmpsjeb!92252:1329BDT!Fyijcju!D`Qsjdjoh`3131.23.33!C.12!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2
FA000118version20201222B01Page10of11
Qbdlfu!Qh/!32:
D/:/e
(3)Advisorand/orCrossFunctionteammemberlicensesperPartnerlicense.GlobalCIOteamsolutionswithoneLeaderand
lessthanthree(3)teammemberlicensesispermissible.AlllicensesinaTeammustbecoterminousandofthesameteam
type.Forexample,aTeamPluswithIndustryconfigurationmayonlycontainTeamPluswithIndustrylicensesforthesame
industryandcannotincludeothertypesofteamlicensessuchasTeamwithIndustry(nonPlus),TeamPlus,Team(no
industry,nonPlus),GlobalCIOTeametc.TeamsolutionswithIndustryAdvisoryServicesisforoneindustryandalllicenses
intheteammustpurchaseaccesstothesameindustry.
3
Availabilityislimited.PleasecheckwithyourGartnerSalesrepresentativebeforeordering.
4
Purchasingprerequisiteand/oreligibilityrequirementsapply.CheckwithSalesrepresentativesbeforepurchasing.
5
TechnicalProfessionalsSMBisaperagencylicenseavailableonlytoeligiblesmallandmediumsizeagencieswith4,000
orfeweremployees.PleasecheckwithSalesrepresentativesbeforepurchasing.
6
RenewalOnly and RenewingSubscriber servicesandpricingareavailabletoeligiblelicenseholderswhopurchasedthe
servicelistedonorbeforethedatespecifiedaboveorbelowandcontinuouslypurchasetheservicethereafter.Please
checkwithSalesRepresentativeforavailabilityandeligibilitybeforeordering.
TeamDelegateMemberandDelegateLeaderlicenses:purchasedbeforeFebruary1,2020
ExecutiveProgramsMemberBasicandMemberBasicwithIndustry:purchasedbeforeApril1,2019
ITExecutives:purchasedbeforeSeptember1,2015*
*IndustryAdvisoryServicesAddonITExecutivesmustbecoterminouswiththebaseITExecutiveslicenseand
requiresthepurchaseofthesameIndustryAddonlicenseforeachuserwithintheITExecutiveslicense(CIO
SignaturemustpurchasefortheMemberandeachDelegate).
7
GartnerBusinessServicesTeamlicensesrequirethepurchaseofateamconfigurationandarenotavailableforpurchase
asstandalonelicenses.AmaximumofoneTeamLeaderperTeam.EachTeamLeadertypelicensemusthavethree(3)to
ten(10)TeamMemberscoterminouswiththeLeaderlicense.ACustomerService&SupportTeamorLegal&Compliance
LeadersTeamwithoneTeamLeaderandtwoTeamMembersispermissible.AlllicensesinaTeammustbeofthesame
businessdomain;forexample,aFinanceLeadersTeammayonlyconsistofFinanceLeadersTeamlicenses.Human
ResourcesProfessionalsrequiresthepurchaseandmaintenanceofacoterminousChiefHumanResourcesOfficersTeamor
HumanResourcesTeam.
8
Ticketpricesapplytoordersreceivedintheeventyearindicated.Forexample,2021Symposiumticketpriceappliesto
ordersreceivedonorbeforeDecember31,2021.2022ticketpriceshavenotbereleased;pleasecheckwithaccount
representativesforpricing.
9
HigherEducationproductsareonlyavailabletoeligible,notforprofitHigherEducationcollegesoruniversities.ACoreIT
ResearchReferenceforHigherEducationlicenseisforonedesignated,studentcampusbasedonthetotalfulltime
equivalent(FTE)studentenrolmentofthecollegeoruniversity,asassessedatthetimeofpurchase.Purchasing
prerequisitesapply.CheckwithSalesrepresentativesbeforepurchasing.
Buubdinfou;!3132.13!Gmpsjeb!92252:1329BDT!Fyijcju!D`Qsjdjoh`3131.23.33!C.12!!)Sfofxbm!pg!Hbsuofs!Sftfbsdi!Bewjtpsz!Tfswjdft!Dpousbdu!.!2
FA000118version20201222B01Page11of11
Qbdlfu!Qh/!331