5. 04/01/2020 to 03/31/2021 ATTACHMENT II.6
COUINTY ADMINISTRATOR
CONTRACT SUMMARY 1'ORM FOR CONTRACTS NTRAC:ITS LES ,I_HAN `50,000,00
Contract with: CrIrtr, [ric. Contract
} f1'ectiv e Date: may,1,20.!
Expiration Date: March I; ,202I
C OMI-atc°t I"LII-POSC D sc°ipticj[i:
ReseaMi, and mallysis ofproducts and systehisfordw County in selecting bardware,
s0Ftwar 1utio ,T 1 rnl;: d th r IT Services. ,
Col tract is Original Agreement. Contract Amen mem/Extensioti Rcil al
Contract Mana- r: Mari ach c i° Irtffirma6 T no[ogy/9,2,
(Name) (Fxt.) (Department/Mop t-)
CONTRACT COSTS
Total dollar Va)LIC 01'Ccliltract: $ 3 4 1.(ICI Current Weald- Portion:
wmlilheics,ria-m�'60M(7) (H'1111111k zcaeieel lielIttiled
te'lulleS BOO( appro%al unless rile
BUd Feted? `esE] No F] AccouIII Codes: 00 1-05 002 _ -
Grant: - -
COL111t)' Match: $
Estimated Onw>oint� Costs: S !`t For
('got included ded in dollar valuc abo%e) (c.<u, maintemince. utilities. iallito ial, salaries. ctc.)
CON-1 RAC I' RI VIBV
C'han< es I:hte OLtt
Date In Nice iecl
I epartmelit I-lead Ycs[:] No[ yam'
Risk Manao ement 04-29-2020 �.e4� No x � L 04-29-2020
C .M, .1/PL)rchasm 4/2j/20 YesE Nof�] Cht Est v a gt�c�eLL I/2�/2D
04/29/20 ���u�teGe sGl��
Cotan ty ,!tttortiev Yes[] No 04/29/20
Comments:
mil
BOARD OF COINTYCOMMISSIONEItS
Uounty of Monroe �f eaar l ictsCi� r t'Fyrrtatfi�r�. DiSM0 4
The Florida Keys %1:t,or Pro'I em:Michelle Coldiron,I9t+;trivt'_
Craig Cates, District I
Da%id Rice,DLmrict•#
Sy Ivia J. Murphy. District S
County Commission Meeting
March 18, 2020
Agenda Item Number: C.11
Agenda Item Summary #6629
BULK ITEM: Yes DEPARTMENT: Information Technology
TIME APPROXIMATE: STAFF CONTACT: Alan MacEachern (305) 295-5110
NIA
AGENDA ITEM WORDING: Approval of an Agreement between Gartner, Inc. and Monroe
County for $39,441.00 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 $150K and $200K per
year
• Assisting us with researching vendors and tools in the following space:
• FirewaIl 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
• Agenda Software insight after Granicus purchased Accela's MinuteTraq solution
• US Community Development and Regulation Applications (Community Plus g°
CentralSquare)
• Insight on Human Capital Management(HR) space and on vendor ADP in particular
• 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
ket Pg �T4
E�K]
Saving the County money by providing critical analysis and research - lending expertise to a fast
changing environment.
IT is seeking an additional term of one(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 Agreement will be utilizing an existing State of Florida Alternative Contract Source Agreement
(Contract# 81141902-VITA-1 S-ACS), which was procured under a competitive bid through the
State of Virginia in connection with Gartner resulting in Maser Service Agreement VA-180315-
GARG in accordance with Monroe County Purchasing Policy (Chapter 7(C): Cooperative
Purchasing).
PREVIOUS RELEVANT BOCC ACTION:
BOCC approval April 1211 2017 Item C13
BOCC approval March 21't 2018 Item C3
BOCC approval March 21't 2019 Item C26
CONTRACT/AGREEMENT CHANGES:
N/A
STAFF COMMENDATION: Approval
DOCUMENTATION:
Gartner Renewal - April 2020-March 2021 - MONROE COUNTY FLORIDA
Gartner Renewal - 2019-2020 - Monroe County
81141902 VITA 18 ACS Original Participating Addendum(003)
VA-180315-GARG MODIFICATION 3 2020 2021 Schedule of Fees
FINANCIAL IMPACT:
Effective Date: April 1",2020
Expiration Date. March 3151, 2021
Total Dollar Value of Contract: $39,441.00
Total Cost to County: $39,441.00
Current Year Portion: $39,441.00
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:
Packet Pg�'375
Grant: No
County Match: No
Insurance Required: No
Additional Details:
03/18/20 001-05002 - TECHNICAL SERVICES $39,441.00
REVIEWED BY:
Alan MacEachern Completed 02/28/2020 2:00 PM
Assistant County Administrator Christine Hurley Completed
02128/2020 2:02 PM
Paunece Scull Completed 02/28/2020 3:26 PM
Budget and Finance Completed 03/02/2020 8:22 AM
Maria Slavik Completed 03/02/2020 9:52 AM
Kathy Peters Completed 03/02/2020 5:28 PM
Board of County Commissioners Pending 03/18/2020 9:00 AM
Curtner, Inc. Service Agreement for COUNTY OF MONROE ("Client") 0
of 1200 Truman Ave Ste 211, Key West, FL 33040-7270
0
This Service Agreement("SA") is between Gartner. Inc., of56 Top Gallant Road. Stamford. CT 06904 ("Gartner") on behall'of itself and all L)
U)
wholly-owned affiliates of Gartner, Inc. and Client and includes the Master Client Agreement No.811419 02-VITA-I H-ACS between Gartner W
and Client or Client' s parent or affiliate dated MAY-2018, the terms or 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
to and fees set forth below.
I. DEFINITIONS AND ORDER SCHEDULE:
V
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 ma) 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. to
to
Service Descriptions describe each Service purchased,specify the deliverables for each Service,and set forth any additional terms unique to a a:
specific Service, Service Descriptions for the Services purchased in this SA may be viewed and downloaded through the hyperlinks listed in 0
Section 2 below or may be attached to this SA in hard copy,and are incorporated by reference into this SA.
0
Contract 0
Total Fee
Service Name Level or Access Quanfily Name of User Term Stara Term End Annual Fee
to he Licensed USD USD
Date Date
Gartner for IT Individual Access I Alan 01-APR-2820 311-MAR-2021 S39,441.00 S39,44 1.0-0
Leaders Advisor AlacEnchern
IT News and Reference 3 TBD 01-AI'R-2020 31-MAR-2021 S0.00 S0.00
Insight from C3
Gartner R
Term Tole] (Excluding S39,44 1.00 0
applicabletaxes
LL
z
(Excluding
Total Services- applicable S39,441.00 0
taxes) 0
I-lYSPOUL6 2101 WRO FAGOOMF W
0
M
z
0
2.SERVICE DESCRIPTIONS-
IN
Q
r4
Service Name/Level of Access Service Description URL
Gartner for IT Leaders Individual Access Advisor httn://sd.gartner.com/sd iti individual advisor. d
IT News and Insight from Gartner Reference http://sd.glEiggLUM/sd it news ins(ght.ndf
cm
3. PAYMENT TERMS CL
Gartner will invoice Client on a quarterly bask in the amount of$9,860,25 (114 of the total amount of$39,44 1.00 for all Services rendered) in
accordance with the Prompt Payment Act, F.S. 128.70.Payment is due 30 days from the invoice date.Client,is a political subdivision of the State 3:
of Florida and thus shall not pay any sales, usc, value-added or other tax or charge imposed or assessment by any govemmental 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
Commissioners.
Please attach any required Purchase Order("EO")to this SA and enter the PO number below, Iran annual PO is required for multi-year contracts, 4j
C
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 orcffect. All PO's are lobe sent to ThisSA may be E
signed in counterparts.
ro
Gartner,Inc -Service.RA greementfor use with a Alasier Chent.4greement-r1ersion
4. CLIEN'r BILLING INFORMATION
.............
urrrber Billing -Icldress
U)
................ ............... ...............
ivoice Recipient Tel, Na, Invoice Recipient Vaine
as
U)
.................
Invoice Recipient Email
0
M
5. AUTHORIZATION >
Client- Gartner,Inc.
COUNTY OF MONROE
DocuSigned by:
------------------------------- Esu"
- - W68131"MUAC2*36—---------- ----------------------
Signature Signature t:
W
April 30, 2020 0
20 4-
3' 1-9120
Liar il -",ba;'e 0'- - 7i
Ashley Beluch
ar
...................... ................................................... -------------
Print Name Print Name
senior contracts specialist
Title Title
IF USING A DIGITAL SIGNATURE,
PLEASE CONFIRM THE FOLLOWING
U.
AS A CONDITION OF CONTRACT
EXECUTION:
Z
By ticking this box,I agree that by affixing
my digital signature hereunder I am attesting 0
that:(i)this is my own personal legal signature, LU
and(ii)I am a duly authorized signatory for my E C-C)UN-1-Y A-r-rf)RNEV 0
W
company. My signature verifies that the Z
information provided to Gartner hereunder is 0
subscribed by me, under penalty of false —'-YA-U4*4dAM-SC U 1A.,
statement and material breach of contract. ASS I STA NTC(> .INTY'ATTO It N E Y
Signed 03/20/2020
cm
CL
C
Qj
E
U
Gartner Inc -Service Agreementfear use with a Master Client Agreement-Version
r------M--------&
C-11.b
Gartner, Inc. Se rs ice Agreement for MONROE COUNTY FLORIDA ("Client")
[his Service Agreement(`°SA-') is between Gartner, Inc, ol'56 Top Gallant Road, Slamflord, C706904 ("Gartner")on behall'of itself and all
wholl)-ownedaffi I iatc°4 or Gartner,Inc,and Client of 1200 Truman Ave Ste 211,key West.FL33040-7270. (-Client-),and includes the Master Iq
Client Agreement (ACSO, 81141902-VITA-18-ACS) between Gartner and Client or Client's parent or affiliate dated MAY-2018 the terms of M:
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 belo%%.
L DEFINITIONS AND ORDER SCHEDULE:
Services are the subscription-based research and related services purchased by Client in the Order Schedule belo" 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. 0
L)
to
Service Descriptions describe each Service purchased,specify the deliverables for each Service, and set forth any additional terms unique to a 4)
specific Service. Service Descriptions for the Services purchased in this SA may be viewed and downloaded through the hyperfinks- listed in
Section 2 below or may be attached to this SA in hard copy,and are incorporated by reference into this SA. 4)
0
Contract Contract 12
Name or User Annual Fee Total Fee >
Service Name Level or Access 0_Uawn t ft I to be Licensed Term Start Term End USD USD a
Date Date
Gartner for IT Individual Access I Alan 01-APR-2019 31-MAR-2020
Leaders Advisor MacEnchern
IT News and 40
Reference 3 3 Licenses to 01-APR-2019 31-MAR-2020
Insight from be Assigned
Gartner
Term Total (Excluding S36,893.00
applicable
tales)
(Excluding 0
Total Services. applicable $36,993.00 M
loxes)
1-6504MSG 1903 VIRDFAC00118
2.SERVICE DESCRIPTIONS: W
2.1
Service Name/Level of Access Service Description UR
0
Gartner for IT Leaders Individual Access Advisor httlR://sd.gartner.com/sd id individual adyLisor.pilf
IT News and Insight from Gartner Reference httg:ilsd.gartner.com/sd it news ins
C
O
3. PAYMENT TERMS
Q
cm
0
Gartner will invoice Client on a quarterly basis in the amount or$9,223.25 (L4 of the total amount of$36,893,00 for all Services rendered) C14
in accordance w 0ith the Prompt Payment Act,F.S.218.70. Payment is due 30 days from the invoice date, Client, is a political subdivision of the C71
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 VC-1
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
Commissioners,
Please attach any required Purchase Order("Lff')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 ofeach subsequent contract)year, Any pre-printed or additional contract terms
included on the PO shall be inapplicable and of no force or effect. All 110's are to be sent to winercom. This SA may be
signed in counterparts 0
zi
C
0
E
U
Gartner,Inc -,Service Agreementfor use utth a Master Client Agreement-I ersion 4
NOW,Pg.,`qi�7"
r-------------
I C.11.b
L---------------i
4< CLIENT RILLING INFORMATION
............
i in b Billing Adefress
of
cipient Tel No Invoice Recipient Name 4'a
ns
invoice Recipient Email
5. AUTHORIZATION
Client; Gartner,Inc. 0
MONROE COUNTY FLORIDA
......... ..................
Signature Signature
0
A
Dalil Date M
(,FAI=wyl............... .............- ..............Print Name Print Name
............ ..........
Title Title
IF USING A DIGITAL SIGNATURE,
CIS
PLEASE CONFIRM THE FOLLOWING 0
AS A CONDITION OF CONTRACT at ,
EXECUTION: 0
By ticking this box,I agree that by affixing
my digital signature hereunder I am attesting C
that:(i)this is my own personal legal signature,
and(ii)I am a duly authorized signatory for my
company. My signature verifies that the
information provided to Gartner hereunder is
subscribed by me, under penalty of false 0
statement and material breach of contract.
O
0
2
Oli
COUNTY ATTORNEY 1;
AP S r FO FORM: 04
sc
ASSISTANTCOUNTV AT'-0RNFV Cn
Cn
Signed 03/20/2020 04
E
...........
Gartner,Inc -Service Agreement fur use with a Master Client Agreement-Version '6'il
r---------------I
CA 1.c
srtate pt-wehasing
0
Alternate Contract source(ACS)
No. 81141902-VITA-18-ACS
For
IT Research and Advisory Services W
Gartner,Inc. Z%
0
State of Virginia 2
Contract No.:VA-180315-GARG V
This Contract is between the State of Rorida, Department of Management Services 2
(DepartmenQ, an agency of the State of Florida and Gartner, Inc. at 56 Top Gallant Road
Stamford, CT 06902(Contractor).collectively referred to herein as the'Ponies."
The Department Is authorized by subsection 287.042(16), Florida Statutes, 'to evaluate
contracts let by the Federal Government another state, or a Political subdivision for the provision
of commodities and contract services,and,If N Is determined In wrtUng to be cost-effective and In
the beat interest of the state, to enter Into a written agreement authorizing'
an r agency to make
purchases unde such contract.'
The Virginia Information Technologies Agency(VITA),on behalf of the Commonwealth of
Virginia Oompet[fively procured Information Technology Research and Advisory Servi
- 1 t r® ces i and
signed contract number VA1 803 5-GARG with the Conracto attached hereto as Exhbit D
(Master Agreement). The Initial contract term Is March 13, 2018 through March 13, 2021, and E
there are four (4) one (1) year renewals available. The Department evaluated the Master
Agreement, and hereby acknowledges that use of the Authorized Contract Is"-effective and
In the beat Interest of the State.
Accordingly,the Parflas agree as follows:
1. Term and Effective Date.
The InWal term of this Contract will become effiscilve on May 1® 2018 or on the date the
CL
document Is signed by all Parties, whichever Is later,and shall be effective through March 13,
2021, unless terminated earlier In accordance wfth the Special Contract Conditions, Exhibit S
B.
0
L Renewal. U)
Upon agreement of the Partift this Contract may be renewed. Renewals must be In writing CO
and are subject to ft same terms, conditions, and modifications set forth in this Contract.
3. Modifications or Additions to Master Agreement. >
CM
C3
As used In this document, Contract (whether or not capitalized) shall, unless the context
requires otherwise, n-man this document and all Incorporated Exhibits, which W forth the
entire understanding of the Parties and supersedes all prior agreements. All modifications to
Page if 3
E
Packet
EEI
this Contract must be in writing and signed by all Parties, Amendments to ft Master
Agreement will be automatically incorporated Into this Contract.
0
All Exh ibi ts attached or listed below are Incorporated In their entirely into,and shall form partcs
of tNs Contract. Exhibits A and B modify or supplement the terms and conditions of the Mastw
Agreement. The Parties agree that these modifications or additions shall U
to pp c s
a �Y a on
between the Contractor and the State of Florida(Including ParticiPating FlIodda agencies and W
eligible users). In the event of a conflict, the following order of precedence shall appIr. L11
0
a
2) This Contract and amendments, with the latest issued having priority. >
b) Exhibit A-Additional Special Terms and Conditions
c) Exhibit B:Special Contract Conditions
d) Exhibit C: State of Florida Schedule of Prices
a) Exhibit D: Master Agreement
f) Purchase Orders
Whom the laws and regulations of a state other than the State of Florida are ctted or
referenced in the Master Agreement, such citation or reference ahall be replaced by the
Comparable Florida low or regulation.
4. Price,
C:
The Price Sheet set forth at Exhibit C "State of Florida Schedule of Prices"hereto shall apply IV
to this Alternate Contract Source.
Q The Department and Contractor agree that pricing for IT Research&Advisory Services shall Q
be based upon and In accordance with Gartner's then current General Services Administration E
(GSA)Group 70 IT Schedule, plus seven-tenths of one percent(0.7%). M
For Contractor services that do not appear on GSA Schedule 70,the Department's pricing will
be based upon Gartner State and Local Govemment pricing,Plus seven-tenths of one percent
(0.7%). cn
.5
5. Purchase Orders.
.2
t
rd
Upon execution of this Contract,Customers,as defined In Section 1.1 of the Special Contract
Conditions (Exhibit B), may purchase products and services under this Contract using this C
'State of Florida ACS number 81 141902-MTA-18-ACS Customers acknowledge and agree to 2M
be bound by the terms and condlUons of the Master Agreement except as otherwise specified 0
In this Contract and its Exhibits.
5. Primary Contacts
cc
® Contract Manager.
Frank KillcV
er >
Division of State Purchasing
Florlds.Department of Management Services
4050 Esplanade Way,Suite 360
E
Page 2 of 3
Packet
,Pg 2
Tallahassee, Florida 32399-0950
Telephone:(850)488-8&55
r=rnall: Frank-Miller M 0
Contractor's Contract Manager:
Susan Breed
Gartner, Inc.
12600 Gatemy Boulevard
Fort Myers, FL 33913 0
2
Telephone: (850)585-4972 10
Email: UMn.bre%d@ggrj IpL <
.cqm
7- Warranty of Authority
Each person signing this document warrants that he ors is duly authorized to do so and to
bInd the respective party.
C:
V
8. Entire Agreement of the Parties
This document and the attached exhlbb constitute the ACS and the entire undenftanding of 0
the Parties. Any amendments hereto must be In writing and signed by the Parties. 0
IN WITNESS ®
the Parties hereto have caused this agreement,which Includes the
attached and incorporated Exhibits, to be executed by their undersigned officials as duly
authorized. This agreement Is not valid and binding until signed and dated by the Parties.
E
CQt0&CTqR
E IF FLORIDA
GARTNER, INC.
ENT
ENT E, ICES <
ign,,,ature: r% R -ram .2-
Direct to Purchis ng and Chief .2
Pri Name: P,
r
Contracts Counsel ce
9L
Printed Title:
2j6Ln 12018
Date: T:
0
co
Q
E
Page 3 of 3
=11c
ADDITIONAL SPECIAL TERMS AND
CONDITIONS
r
Table f Contents
v
SECTION 1. ELECTRONIC INVOICING.......... .......
SECTION 2. REPORTING---- ... ................... ....... .. ...a.......-.,_.......... .... N
a
SECTION 3. PURCHASING I CARD PROGRAM. ..
SECTION, 4, SUBCONTRACTS......, n.,.,,m., ...- -------- e..-,.-„ .....:... ........ .. ...... .o.—,.. ,
a
SECTION!TION! , BUSINESS REVIEW MEETINGS,—. „-„-;,_.... ..... .........,......... ...,,.,,, .,,.. ... ....,,.,. 0
.;
SECTION 6. PERFORMANCE 501\10 ,-,,- ... ,..-..-
SECTION . ENVIRONI EN7AL CONS IOF RATIO NIS............ ........ ...... a ,.,,..... .. ........... 5
(D
SEC7$ON & DELAYS AND, COMPLAINT ........................u.,,., ,..,..,.. .,.,.,._., -..-,; ,,. .-..., „--.....
cn
IL
c
a
a
c
a
M
c
c
c
•-
cn
co
r
m
v
EXHIBIT A
,P�CkBt 'g` 384
C.11.c
IT Research and Advisory Semces
81141902-VITA-18-A S
1. Electronic Invoicing r
r
The Contractor shall supply electronic invoices in lieu of paper-based invoices for those
transactions processed through the MFMP. Electronic invoices shall be submitted to the o
agency through the Ariba Network (AN) in one of three mechanisms as listed below. Suppliers
can select the method that best meets their capabilities from the following list:
it
• cXML(commerce eXtensible Markup Language)
This standard establishes the data contents required for invoicing via cXML within the
context of an electronic environment. This transaction set can be used for invoicing via
the ASN for catalog and non-catalog products and services. The cXML format is the '
Ariba preferred method for elnvocing.
• 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 ASN for catalog and non-catalog products and
services.
• PO Flip via ASN The online process allows suppliers to submit invoices via the ASN for catalog and non-
catalog products and services. Suppliers have the ability to create an invoice directly
from their Inbox in their ASN account by simply "flipping" the PO into an invoice. This "
option does not require any special software or technical capabilities.
For the purposes of this section, 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 the system the information outlined above. 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 the system the Contractor's 4
trademarks, system marks, logos, trade dress, or other branding designation that identifies the .2
products made available by the Contractor under the Contract.
IL
The Contractor will work with the MFMP management team to obtain specific requirements for
Electronic Invoicing. .�
2. Reporting
2.1 Transaction Fee Reports
The Contractor is required to pay the required Transaction Fees, as prescribed
by Rule 60A-1,031, Florida Administrative Code; or as may otherwise be
established by law. The Transaction Fees imposed shall be based upon the date
of issuance of the payment. T
V-
The Contractor is required to submit monthly Transaction Fee Reports in CO
electronic format. Reports are due ten (10) business days after the end of the
reporting period. For information on how to submit Transaction Fee Reports
n
R
Page 2 of 6
EXHIBIT A
Packet Pg
.9 I.0
IT Research and Advisory Services
81141902-VITA-I8-ACS
5-
r
online, please reference the detailed fee reporting instructions and training
r
presentations available on the MFMP website: MFMP Transaction Fee andL
Reporting. Assistance is also available with the Transaction Fee Reporting
System from the MFMP Vendor Help Desk by email at
f roc ssi vflori r t lac ,co ,, or by telephone at 866-FLA-EPRO _
(866-352-3776) between the hours of 8:00 AM to 6:00 PM Eastern Time.
2.2 Diversity Reporting
The State of Florida is committed to supporting its diverse business industry and
population through ensuring participation by minority, women, and veteran
owned business enterprises in the economic life of the State. The State of
Florida Mentor Protege Program connects minority-, women-, and veteran
business enterprises with private corporations for business development
mentoring. We strongly encourage firms doing business with the State of Florida
to consider this initiative. For more information on the Mentor Protege Program,
please contact the Office of Supplier Diversity at (850) 487-0915 or email:
os el s. vflori co
Upon request, the Contractor shall report to each Customer, the Department,
spend with certified and other minority business enterprises. These reports shall c
include the period covered, the name, minority code and Federal Employer I
Identification Number of each minority Respondent utilized during the period,
Commodities and services provided by the minority business enterprise, and the CD
amount paid to each minority Respondent on behalf of each purchasing agency
ordering under the terms of this Contract.
m
2.3 Quarterly Sales Reports
The Contractor agrees to submit a completed Contract Quarterly Sales Report,
Contract Exhibit E, to the DMS Contract Manager as set forth below. An MS
Excel version of the Contract Quarterly Sales Report will be provided by the
.2
Contract Manager prior to the first reporting period and upon any revisions to the
w form.
R
The Contractor will submit the completed Sales Report forms by email in an MS
Excel Format to the Department Contract Manager no later than the due date
indicated in Exhibit 13, Section 2.5, Additional Special Terms and Conditions.
Submission of these reports is considered a material requirement of this Contract
and the Contractor.
The Contract Quarterly Sales Report will include all sales (orders) from r=
Customers received (associated with this Contract) during the reporting
period. Initiation and submission of the Sales Report is the responsibility of the
Contractor without prompting or notification from the DMS Contract Manager. If
co
no orders are received during the reporting period, the Contractor must submit a
Contract Quarterly Sales Report indicating that there was no activity.
n
Page 3 of 6
EXHIBIT A
I�'aaket Pg`3
.i
IT Research and Advisory Services
81141902-VITA-I8-ACS
Failure to provide quarterly sales reports, including those indicating no sales,
within thirty (30) calendar days following the end of each quarter is considered as 4
Non-Performance by the Contractor. o
Exceptions may be made if a delay in submitting reports is attributable to
circumstances that are clearly beyond the control of the Contractor. The burden
of proof of unavoidable delay shall rest with the Contractor and shall be supplied
in a written form and submitted to the Department.
a
The Department reserves the right to request additional sales information as 20
needed.
2.4 Ad hoc Report
The Department may require additional ad hoc reports such as Contract sales information or
special report requests. The Contractor shall submit these specific ad hoc requests within the
specified amount of time as requested by the Department.
2.5 Reporting Schedule
The contractor shall submit reports in accordance with the following schedule:
MFMP Transaction Calendar month 10 business days after close of the
Report -period Ix
Diversity Report State Fiscal Year 10 business days after close of the
eriod
Quarter 1 - (July-September) — Due
by October 30
Quarter 2 - (October-December) —
Quarterly Sales Quarterly coincide with the Due by January 30
Reports State Fiscal Year Quarter 3 - (January-March) — Due
Cb
by April 30
Quarter 4 - (April-June) -- Due by
July 30 v
Ad hoc Report As requested Specific and reasonable timeframe rd
EL
3. Purchasing Card Program c
The State of Florida has implemented a purchasing card program, using the Visa platform. c
Contractor may receive payment from state agencies by the State's Purchasing Card in the
same manner as any other Visa purchases. If the State changes its Purchasing Card platform
during the term of Contract, the Contractor shall make any necessary changes to accommodatecc
the State new Purchasing Card platform within 30 days of notification of such change. _
4. Subcontracts CM
The Contractor is fully responsible for satisfactory completion of all work on this contract. The
Contractor shall ensure, and provide assurances to the Department upon request, that any
subcontractor selected for work under this Contract has the necessary qualifications andco
abilities to perform in accordance with the terms and conditions of this Contract. The Contractor
must provide the Customer with the names of any subcontractor considered for work on a
u
Page 4 of 6
EXHIBIT A
IT Research and Advisory Services
81141902-VITA-18-ACS
purchase order issued under this Contract. The Customer shall retain the right to reject any of
Contractor's or subcontractor's staff whose qualifications or performance, in the Customer's
judgment, are insufficient. The Contractor agrees to be responsible for all work performed and
all expenses incurred by the subcontractor while performing work under this contract. Any
subcontract arrangements must be evidenced by a written document available to the
Department upon request. it
0
The Contractor agrees to make payments to the subcontractor within seven (7) working days
after receipt of full or partial payments from the Customer in accordance with Section 287.0585,
Ja
F.S., unless otherwise stated in the contract between Contractor and subcontractor. The
Contractor agrees that the Department shall not be liable to any subcontractor for any expenses
or liabilities incurred under the subcontract and Contractor shall be solely liable to the
subcontractor for all expenses and liabilities incurred under the subcontract. The Contractor, at
its expense, will defend the Customer and the Department against such claims. The following
provisions apply, in addition to any terms and conditions included in the Customer's purchase
order.
CD
The Department supports diversity in its procurements and contracts, and requests that o
Contractors offer subcontracting opportunities to certified woman-, veteran-, and minority-owned
small businesses. The Contractor may contact the OSD at_. _ i _fo _dmsmoorida,comfor
m
information on certified business enterprises available for subcontracting opportunities.
5. Business Review Meetings
In order to maintain the partnership between the Department and the Contractor, each quarter
the Department may request a business review meeting. The business review meeting may
include, but is not limited to, the following:
• Review of Contractor's performance
• Review of minimum required reports
• Addressing of any elevated Customer issues
• Review of continuous improvement ideas that may help lower total costs and /or
improve business efficiencies.
The financial consequences will be paid via check or money order and made out to the
Department of Management Services in US Dollars within 30 calendar days after the required
report submission date. These consequences are individually assessed for failures over the
term of the Contract.
6. Performance Bond
r
If deemed necessary, the Customer may require the Contractor to furnish (without additional
cost) a performance bond, a negotiable irrevocable letter of credit or other form of security for
IN
the faithful performance of work. Determination of the appropriateness and amount of any bond
requirement, is the sole responsibility, and at the sole discretion, of the Customer.
7. Environmental Considerations
The State supports and encourages initiatives to protect and preserve our environment. The
Contractor shall have a plan to support the procurement of products and materials with recycled
v
EXHIBIT A Page 5 of 6
IT Research and Advisory Services L_
M
81141902-VITA-18-ACS
content, and the intent of Section 287.045, Florida Statutes. The Contractor shall also provide a
plan for reduction and /or handling of any hazardous waste generated by the Contractor's
company. Reference Rule 62-730,160, Florida Administrative Code. It is a requirement of the 0C:
Florida Department of Environmental Protection that a generator of hazardous waste materials L)
that exceeds a certain threshold have a valid and current Hazardous Waste Generator
Identification Number. This identification number shall be provided as part of the Contractor's it
explanation of its company's hazardous waste plan and shall explain in detail its handling and
disposal of this waste.
0
2
In its plan, the Contractor shall describe what efforts the Contractor's company will take to
encourage the participation and support of these and other environmental programs and reduce
the impact of purchasing Medical and Dental Supplies in the State of Florida. If applicable, the
Contractor shall include its plans for utilizing reusable totes for delivery, reduced packaging
programs, use of alternative fuel or higher fuel efficient delivery vehicles, program to reduce
vehicle miles through order consolidations/ incentives, user education programs for more
environmental friendly products and product take-back programs.
L9
8. Delays and Complaints
Delivery delays and service complaints will be monitored on a continual basis by the Customer.
Documented inability to perform under the conditions of the Contract, via the established
Complaint to Vendor process (PUR 7017 form), may result in default proceedings and
cancellation.
.2
CL
2
L_
0
00
M
Page 6 of 6
EXHIBIT A
'dketL
.11.E
IT Research dvi ory Services
81141902-VITA-18-ACS
m
SPECIAL
II
r
Table of Contents
ti
SECTION 1. DEFINITION. .... ...... ......:a......... ,_.,,.. , ,e..,..... .............
m
SECTION 2, CONTRACTTERM AND TERMINATION. ,,. ,o...........................---------------2o
SI CT[ON 3, PAYMENT AND FEES. .......... ,e,..,.._,
SECTION 4. CONTRACT MANAGEMENT'. ,.....---- ...... .......... ...... —
SECTICIN' 5, COMPLIANCE WITH LAWS.. ............ ... ------
SECTICN 6. MISCELLANEOUS—.............. 6 �'
SECTION' WORKER ° COMPENSATIt N AND GENERAL LIABI'LlI`IcTY INSURANCE,
AND INDEMNIImmIC T1ONI............ ......... .......,.,,,,. ........,, ,......,.
SECTION 8. PUBLI'C RECORDS, TRADE SECRETS, DOCUMENT MANAGEMENT
AND INTELLECTUAL L PROPERTY.
SECTION 9. DATA SECURITY AND SERVICES.. ------- .
SECTION' 110. GRATUITIES, LOBBYING,, AND COMMUNICATIONS..... ..........,,.....11
SECTIONI 11. GONTRACT MONIT RIN ...:.:. ...:..:.......... .....— e..,...a,., 11
SECTION 12. CONTRACT AUDITS...,.. ......... .....................,.,......... .... ......... __..__.e._..1
w
SECTION 113, BACKGROUND SCREENING ACID ECUI ITY..... .......... ........ ........— 17
SE CTI4DN 114. INF RMATION TECHN LOGY.................. .......... .....,,n. ..,...,,,
i
.
In accordance with Rule 60A-1.002(5), F.A.C., Form PUR 1000 is included
herein by reference, but is superseded in its entirety by these Special
Contract Conditions.
CM
r
_
EXHIBIT
Pkacket Pg n 390 ,`
C.11.c
IT Research&Advisory Services
81,341902-VITA-18-ACS
SECTION 1. DEFINITION.
v
The following definition applies in addition to the definitions in Chapter 287, Florida
Statutes, (F,S.) and rule Chapter 60A-1, Florida Administrative Code (F.A.C.):
1.1 Customer. H
The agency or eligible user that purchases commodities or contractual services pursuant
to the Contract.
SECTION 2. CONTRACT TERM AND TERMINATION.
2.1 Initial Term.
The initial term will begin on the date set forth in the Contract documents or on the date
the Contract is signed by all Parties, whichever is later. CAI
a�
2.2 Renewal.
Upon written agreement; the Department and the Contractor may renew the Contract in C
whole or in part only as set forth in the Contract documents, and in accordance with
section 287.057(13), F.S.
2.3 Suspension of Work and Termination,
2.3.1 Suspension of Work.
The Department may, at its sole discretion, suspend any or all activities under the
Contract, at any time, when it is in the best interest of the State of Florida to do so. The
Customer may suspend a resulting contract or purchase order, at any time, when in the E
best interest of the Customer to do so. The Department or Customer will provide the
Contractor written notice outlining the particulars of suspension. Examples of a reason
m
for suspension include, but are not limited to, budgetary constraints, declaration of
emergency, or other such circumstances. After receiving a suspension notice, the
Contractor must comply with the notice and will cease the activities associated with any
active or new purchase orders. Within ninety (90) calendar days, or any longer period
agreed to by the Contractor, the Department or Customer will either (1) issue a notice
authorizing resumption of work, at which time activity will resume, or(2) terminate the
Contract or purchase order. Suspension of work will not entitle the Contractor to any
additional compensation.
2.3.2 Termination for Convenience. `
The Contract may be terminated by the Department in whole or in part at any time, in the
best interest of the State of Florida. If the Contract is terminated before performance is
completed, the Contractor will be paid only for that work satisfactorily performed for tco
-
which costs can be substantiated. Such payment, however, may not exceed an amount
which is the same percentage of the Contract price as the amount of work satisfactorily
performed. All work in progress will become the property of the Customer and will be
turned over promptly by the Contractor.
r
2.3.3 Termination for Cause. co
If the performance of the Contractor is not in compliance with the Contract requirements
or the Contractor has defaulted, the Department may: (a) immediately terminate the
2
EXHIBIT B
Picket g 39s :
C.11.c
IT Research&Advisory Services
81141902-ViTA=18-ACS
Contract; (b) notify the Contractor of the noncompliance or default and require correction
within a specified time, otherwise the Contract will terminate at the end of such time; or
(c) take other action deemed appropriate by the Department,
c
SECTION 3. PAYMENT AND FEES.
m
a
3.1 Pricing.
The Contractor will not exceed the pricing set forth in the Contract documents.
3.2 Price Decreases.
The following price decrease terms will apply to the Contracts
(a) Preferred Pricing. Consistent with the goals of section 216.0113, F.S., Contractor
acknowledges and recognizes that the Department wants to take advantage of any
improvements in pricing over the course of the Contract period. To that end, the pricing
indicated in this Contract is a maximum guarantee under the terms of this L
clause. Contractor's pricing will not exceed the pricing offered under comparable
contracts. Comparable contracts are those which are similar in size, scope, and terms.
Contractor must annually submit an affidavit from an authorized representative attesting
that the Contract is in compliance with this clause.
(b) Sales Promotions. In addition to decreasing prices for the balance of the Contract
term due to a change in market conditions, the Contractor may conduct sales
promotions involving price reductions for a specified lesser period. The Contractor must
cl
submit documentation identifying the proposed (1) starting and ending dates of the
promotion, (2) commodities or contractual services involved, and (3) promotional prices
compared to then-authorized prices.
3.3 Payment Invoicing.
The Contractor will be paid upon submission of invoices to the Customer after delivery
and acceptance of commodities or contractual services is confirmed by the Customer.
Invoices must contain detail sufficient for an audit and contain the Contract Number and
the Contractor's Federal Employer Identification Number.
3.4 Purchase Order. IL
_
A Customer may use purchase orders to buy commodities or contractual services
pursuant to the Contract. If applicable, the Contractor must provide commodities or
contractual services pursuant to purchase orders. The purchase order period of L
performance survives the expiration of the Contract, The duration of purchase orders
must not exceed the expiration of the Contract by more than twelve (12) months.
r
3.5 Travel.
Travel expenses are not reimbursable unless specifically authorized by the Customer in
writing, and may be reimbursed only in accordance with section 112.061, F.S. "'
3.6 Annual Appropriation. r
Pursuant to section 287.0582. F.S., if the Contract binds the State of Florida or an eo
agency for the purchase of services or tangible personal property for a period in excess
3
EXHIBIT B
Picket P,g 392'
C.11.c
IT Research&Advisory Services
81141902-VITA-1 8-ACS
m
of one fiscal year, the State of Florida's performance and obligation to pay under the
Contract is contingent upon an annual appropriation by the Legislature.
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(22), F.S. All payments issued by Customers to registered Vendors for
purchases of commodities or contractual services will be assessed Transaction Fees as
prescribed by rule 60A-1.031, F.A.C., or as may otherwise be established by law.
Vendors must pay the Transaction Fees and agree to automatic deduction of the
Transaction Fees when automatic deduction becomes available. 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 reporting
of transactions will constitute grounds for declaring the Vendor in default and subject the
Vendor to exclusion from business with the State of Florida.
3.8 Taxes.
Taxes, customs, and tariffs on commodities or contractual services purchased under the
Contract will not be assessed against the Customer unless authorized by Florida law.
3.9 Return of Funds.
Contractor will return any overpayments due to unearned funds or funds disallowed
pursuant to the terms of the Contract that were disbursed to the Contractor. The
Contractor must return any overpayment within forty (40) calendar days after either
Cq
discovery by the Contractor, its independent auditor, or notification by the Department or
Customer of the overpayment.
SECTION 4. CONTRACT MANAGEMENT.
4.1 Composition and Priority.
The Contractor agrees to provide commodities or contractual services to the Customer
as specified in the Contract. Additionally, the terms of the Contract supersede the terms
of any and all prior agreements between the Parties. •v
4.2 Notices. IL
L
All notices required under the Contract must be delivered to the designated Contract
Manager by certified mail, return receipt requested; reputable air courier service; email;
personal delivery; or as otherwise identified by the Department. `
4.3 Department's Contract Manager.
00
The Department's Contract Manager, who is primarily responsible for the Department's
oversight of the Contract, will be provided in a separate writing to the Contractor upon F
Contract signing in the following format: >
CD
Frank Miller
4050 Esplanade Way, Suite 360
Tallahassee, FL 32399-0950
Telephone : (850) 488-8855
Email: I`rank. filler d s.m orida.com
4
CIS
EXHIBIT 8
packet P,g 393
IT Research&Advisory Services
81141902-VITA-I8-ACS
In the event that the Department changes the Contract Manager, the Department will
notify the Contractor. Such a change does not require an amendment to the Contract_
r
4.4 Contractor's Contract Manager. o
The Contractor's Contract Manager, who is primarily responsible for the Contractor's
oversight of the Contract performance, will be provided in a separate writing to the
Department upon Contract signing in the following format:
m
Susan Breed
Gartner, Inc.
12600 Gateway Boulevard
Fort Myers, FL 33913
Telephone: (850)-5854972 2
Email: susan,hr d artn r.co
H
In the event that the Contractor changes its Contract Manager, the Contractor will notify
the Department. Such a change does not require an amendment to the Contract.
4.5 Diversity Reporting.
The State of Florida supports its diverse business community by creating opportunities
for woman-, veteran-, and minority-owned small business enterprises to participate in
procurements and contracts. The Department encourages supplier diversity through
certification of woman-, veteran-, and minority-owned small business enterprises, and
provides advocacy, outreach, and networking through regional business events. For
additional information, please contact the Office of Supplier Diversity (OSD) at
osdinfo@dms.myflorida.com.
Upon request, the Contractor will report to the Department its spend with business
enterprises certified by the OSD. These reports must include the time period covered,
the name and Federal Employer Identification Number of each business enterprise
utilized during the period, commodities and contractual services provided by the
business enterprise, and the amount.paid to the business enterprise on behalf of each
Department purchasing under the Contract.
4.6 RESPECT. IL
_
Subject to the agency determination provided for in section 413.036, F.S., the following
statement applies:
IT IS EXPRESSLY UNDERSTOOD AND AGREED THAT ANY ARTICLES THAT ARE
THE SUBJECT OF, OR REQUIRED TO CARRY OUT, THIS CONTRACT SHALL BE
PURCHASED FROM A NONPROFIT AGENCY FOR THE BLIND OR FOR THE 00
V_
SEVERELY HANDICAPPED THAT IS QUALIFIED PURSUANT TO CHAPTER 413,
FLORIDA STATUTES, IN THE SAME MANNER AND UNDER THE SAME
PROCEDURES SET FORTH IN SECTION 413.036(1) AND (2), FLORIDA STATUTES; IN
AND FOR PURPOSES OF THIS CONTRACT THE PERSON, FIRM, OR OTHER
BUSINESS ENTITY CARRYING OUT THE PROVISIONS OF THIS CONTRACT SHALL
BE DEEMED TO BE SUBSTITUTED FOR THE STATE AGENCY INSOFAR AS
DEALINGS WITH SUCH QUALIFIED NONPROFIT AGENCY ARE CONCERNED.
m
5
EXHIBIT B
Pact Pg 38a ;
® 1.c
IT Research&Advisory Service
81141902-VITA-18-AC S
CD
Additional information about RESPECT and the commodities or contractual services it
offers is available at http,//www.respectofflorida,,or .
4.7 PRIDE.
Subject to the agency determination provided for in sections 287.042(1) and 946.515,
F.S., the following statement applies;
IT IS EXPRESSLY UNDERSTOOD AND AGREED THAT ANY ARTICLES WHICH ARE
THE SUBJECT OF, OR REQUIRED TO CARRY OUT, THIS CONTRACT SHALL BE
PURCHASED FROM THE CORPORATION IDENTIFIED UNDER CHAPTER 946, F.S., H
IN THE SAME MANNER AND UNDER THE SAME PROCEDURES SET FORTH IN
SECTION 946.515(2) AND (4), F.S.; AND FOR PURPOSES OF THIS CONTRACT THE
PERSON, FIRM, OR OTHER BUSINESS ENTITY CARRYING OUT THE PROVISIONS
OF THIS CONTRACT SHALL BE DEEMED TO BE SUBSTITUTED FOR THIS
AGENCY INSOFAR AS DEALINGS WITH SUCH CORPORATION ARE CONCERNED.
Additional information about PRIDE and the commodities or contractual services it offers
is available at hftp://www.pride-enterprises.org-
SECTION 5. COMPLIANCE WITH LAWS.
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.
Pursuant to subsection 287.058(1), F.S., the provisions of subparagraphs 287.058(1)(a)-
(c), and (g), F.S., are hereby incorporated by reference, to the extent applicable.
5.2 Dispute Resolution, Governing Law, and Venue.
Any dispute concerning performance of the Contract shall be decided by the
Department's designated Contract Manager, who will reduce the decision to writing and
serve a copy on the Contractor. The decision of the Contract Manager shall be final and
conclusive. Exhaustion of this administrative remedy is an absolute condition precedent `
to the Contractor's ability to pursue legal action related to the Contract or any other form
of dispute resolution. The laws of the State of Florida govern the Contract. The Parties
submit to the jurisdiction of the courts of the State of Florida exclusively for any legalco
action related to the Contract. Further, the Contractor hereby waives any and all
privileges and rights relating to venue it may have under Chapter 47, F.S., and any and
all such venue privileges and rights it may have under any other statute, rule, or case
law, including, but not limited to those based on convenience. The Contractor hereby
submits to venue in the county Chosen by the Department.
_
EXHIBIT
Packet Pg 395.,
C.11.c
IT Research&Advisory Services
81141902-VITA-I8-ACS `
5.3 Department of State Registration.
Consistent with Chapters 605 through 623, F.S., the Contractor and any subcontractors
that assert status, other than a sole proprietor, must provide the Department with
conclusive evidence of a certificate of status, not subject to qualification, if a Florida
business entity, or of a certificate of authorization if a foreign business entity.
m
v
5.4 Suspended, Convicted and Discriminatory Vendor Lists. it
In accordance with sections 287.042, 287.133, and 287.134, F.S., an entity or affiliate ca
who is on the Suspended Vendor List, Convicted Vendor List or the Discriminatory
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 Suspended Vendor
List, Convicted Vendor List or the Discriminatory Vendor List during the term of the
Contract.
m
5.5 Contractor Certification.
If the Contract exceeds $1,000,000.00 in total, not including renewal years, Contractor
certifies that it is not listed on either the Scrutinized Companies with Activities in Sudan
List, the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List,
or the Scrutinized Companies that Boycott Israel List created pursuant to sections ...
215.4725, F.S., and 215.473, F.S., respectively. Pursuant to section 287.135(3), F.S.,
and 287.135(5), F.S., Contractor agrees the Department may immediately terminate the
Contract for cause if the Contractor is found to have submitted a false certification or if
Contractor is placed on the Scrutinized Companies with Activities in Sudan List, the
Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or the CD
Scrutinized Companies that Boycott Israel List, or is engaged in a boycott of Israel
during the term of the Contract.
C
5.6 Cooperation with Inspector General and Records Retention.
Pursuant to subsection 20.055(5), F.S., Contractor, and any subcontractor to the
Contractor, understand and will comply with their duty to cooperate with the Inspector CO
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 to the Contractor's integrity or
responsibility. 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 five years after the
expiration 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, whichever is longer. The Contractor agrees to reimburse the
CO
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. CM
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.
oo
4i
7
EXHIBIT
Packet Pg 38B
C.1 1.c
IT Research&Advisory Services
B 1141902-VITA-18-AC
5.7 Inspection.
Section 215.422, F.S,, provides that agencies have five (5)working days, unless the
contract specifies otherwise, to inspect and approve commodities or contractual
services. Items may be tested for compliance with specifications. Items delivered not
conforming to specifications may be rejected and returned at the Contractor's expense.
Interest penalties for late payment are also limited according to section 215.422, F.S.
it
SECTION 6. MISCELLANEOUS.
6.1 Subcontractors.
The Contractor will not subcontract any work under the Contract without prior written
consent of the Department: The Contractor is fully responsible for satisfactory
completion of all its subcontracted work. The Department supports diversity in its
procurements and contracts; and requests that Contractor offer subcontracting
opportunities to certified woman-, veteran-, and minority-owned small businesses. The
Contractor may contact the OSD at osdhelp@dms.myflorida.com for information on
certified small business enterprises available for subcontracting opportunities.
6.2 Assignment.
The Contractor will not sell, assign, or transfer any of its rights, duties, or obligations
under the Contract without the prior written consent of the Department. However, the
Contractor may waive its right to receive payment and assign same upon notice to the
Department. In the event of any assignment, the Contractor remains responsible for
performance of the Contract, unless such responsibility is expressly waived by the
Department. The Department may assign the Contract with prior written notice to the
Contractor.
6.3 Independent Contractor.
The Contractor and its employees, agents, representatives, and subcontractors are
independent contractors and not employees or agents of the Department and are not
entitled to State of Florida benefits. The Department will not be bound by any acts or =
4.1
conduct of the Contractor or its employees, agents, representatives, or subcontractors:
The Contractor agrees to include this provision in all of its subcontracts under the .2
Contract.
6.4 Risk of Loss.
Matters of inspection and acceptance are addressed in section 215.422, F.S. Until
acceptance, risk of loss or damage will remain with the Contractor. The Contractor will `
be responsible for filing, processing, and collecting all damage claims. To assist the
Contractor with damage claims, the Customer will: record any evidence of visible
damage on all copies of the delivering carrier's Bill of Lading; report damages to the
carrier and the Contractor; and provide the Contractor with a copy of the carrier's Bill of
Lading and damage inspection report. When a Customer rejects a commodity,
Contractor will remove the commodity from the premises within ten (10) calendar days cm
after notification of rejection, and the risk of loss will remain with the Contractor.
Y
Commodities not removed by the Contractor within ten (10) calendar days will be
deemed abandoned by the Contractor and the Customer will have the right to dispose of
8
EXHIBIT B
PetdkEtt IP 387
.11.c
IT Research&Advisory Services
81141902-VITA-I8-ACS
m
such commodities. Contractor will reimburse the Customer for costs and expenses
incurred in storing or effecting removal or disposition of rejected commodities.
6.5 Safety Standards.
Performance of the Contract for all commodities or contractual services must comply
with requirements of the Occupational Safety and Health Act and other applicable State
of Florida and federal requirements.
6.6 Ombudsman.
A Vendor Ombudsman has been established within the Department of Financial
Services. The duties of this office are found in section 215.422,, F.S., which include 10'
disseminating information relative to prompt payment and assisting contractors in
receiving their payments in a timely manner from a Customer. The Vendor Ombudsman
may be contacted at (850) 413-5516.
m
6.7 Time is of the Essence.
Time is of the essence regarding each and every obligation of the Contractor under the
Contract. Each obligation is deemed material, and a breach of any such obligation
(including a breach resulting from untimely performance) is a material breach.
6.8 Waiver.
The delay or failure by the Department or the Customer to exercise or enforce any rights
under the Contract will not constitute waiver of such rights,
6.9 Modification and Severability.
The Contract may only be modified by written agreement between the Department and
the Contractor. Should a court determine any provision of the Contract is invalid, the
remaining provisions will not be affected, and the rights and obligations of the Parties will
be construed and enforced as if the Contract did not contain the provision held invalid.
6.10 Cooperative Purchasing; c
Agencies wishing to make purchases under this Contract are required to follow the
requirements of section 287.042(16) or 287.057(3) (b), F.S., and rule 60A-1.045, F.A.C. v
These provisions require the Department to determine that the requesting agency's use
of the Contract is cost-effective and in the best interest of the State.
Pursuant to their own governing laws, and subject to the agreement of the Contractor,
government entities may make purchases under the terms and conditions contained
herein, if agreed to by Contractor. Non-Customer purchases are independent of the
Contract between the Department and the Contractor. The Department is not a party to
any transaction between the Contractor and any purchaser.
SECTION 7. WORKERS' COMPENSATION AND GENERAL LIABILITY INSURANCE,
AND INDEMNIFICATION
CD
7.1 Workers' Compensation Insurance.
To the extent required by law, the Contractor must be self-insured against, or must co
secure and maintain during the life of the contract, Worker's Compensation Insurance for
all its employees connected with the work of this project, and in case any work is
9
EXHIBIT B
i?$c Pg 398
C.11.c
IT Research&Advisory Services
81141902-VITA-18-AC S
m
subcontracted, the Contractor must require the subcontractor similarly to provide
Worker's Compensation Insurance for all of the latter's employees unless such v
employees engaged in work under the resulting contract are covered by the Contractor's
insurance program. Self-insurance or insurance coverage must comply with the Florida
Worker's Compensation law. In the event hazardous work is being performed by the
Contractor under the resulting contract and any class of employees performing the
hazardous work is not protected under Worker's Compensation statutes, the Contractor
must provide, and cause each subcontractor to provide adequate insurance satisfactory
to the Department for the protection of employees not otherwise protected.
7.2 General Liability Insurance.
The Contractor must secure and maintain Commercial General Liability Insurance,
including bodily injury, property damage, products, personal & advertising injury, and
completed operations. This insurance must provide coverage for all claims that may
arise from the services and/or operations completed under the Contract, whether such
services or operations are by the Contractor or anyone directly or indirectly employed by
them. Such insurance must include the State of Florida as an additional named insured
for the entire length of the resulting contract. The Contractor is responsible for
determining the minimum limits of liability necessary to provide reasonable financial
protections to the Contractor and the State of Florida under the resulting contract.
a
All insurance policies must be with insurers licensed or eligible to transact business in
the State of Florida. The Contractor must submit via email, to the Department's contract
manager, insurance certificates evidencing such insurance coverage prior to execution
of a contract with the Department and provide Department notice of any cancellation or
nonrenewal at least ten (10) calendar days prior to cancellation or nonrenewal.
a
7.3 Indemnification.
To the extent permitted by Florida law, the Contractor agrees to indemnify, defend, and
hold the Department, the Customer, and the State of Florida, its officers, employees, and
agents harmless from all fines, claims, assessments, suits,judgments, or damages,
including consequential, special, indirect, and punitive damages, including court costs
and attorney's fees, arising from or relating to violation or infringement of a trademark,
copyright, patent, trade secret, or intellectual property right or out of any acts, actions, 2.
breaches, neglect, or omissions of the Contractor, its employees, agents,
subcontractors, assignees, or delegates related to the Contract, as well as for any
determination arising out of or related to the Contract that the Contractor or Contractor's
employees, agents, subcontractors, assignees, or delegates are not independent
contractors in relation to the Department. The Contract does not constitute a waiver of `
sovereign immunity or consent by the Department or the State of Florida or its
subdivisions to suit by third parties. Without limiting this indemnification, the Department
cc
or Customer may provide the Contractor(1) written notice of any action or threatened
action, (2) the opportunity to take over and settle or defend any such action at
Contractor's sole expense, and (3) assistance in defending the action at Contractor's
sole expense.
SECTION 8. PUBLIC RECORDS, TRADE SECRETS, DOCUMENT MANAGEMENT
AND INTELLECTUAL PROPERTY. 00
e
8.1 Public Records.
10
EXHIBIT B
'aaket P
.11.c
IT Research&Advisory Services
B 1141902-VITA-18-AC S
The Department may unilaterally cancel this Contract for refusal by the Contractor to
comply with this section by not allowing access to all public records, as defined in
Chapter 119, Florida Statutes, made or received by the Contractor in conjunction with
the Contract. o
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:
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 CUSTODIAN OF
PUBLIC RECORDS AT THE TELEPHONE NUMBER, EMAIL
ADDRESS AND MAILING ADDRESS PROVIDED IN THE
RESULTING CONTRACT OR PURCHASE ORDER.
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 o
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
co
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.
8.2 Protection of Trade Secrets or Confidential Information.
If the Contractor considers any portion of materials made or received in the course of
performing the Contract ("contract-related materials") to be trade secret under section
688.002 or 812.081, F.S., or otherwise confidential under Florida or federal law, the
Contractor must clearly designate that portion of the materials as trade secret or
11
EXHIBIT B
'Packet Pg �,
®11.c
IT Research&Advisory Services
81141902-VITA-1 8-ACS
otherwise confidential when submitted to the Department. The Contractor will be
responsible for responding to and resolving all claims for access to contract-related
materials it has designated trade secret or otherwise confidential.
c
0
If the Department is served with a request for discovery of contract-related materials
designated by the Contractor as trade secret or otherwise confidential, the Contractor
will be responsible for filing the appropriate motion or objection in response to the
request for discovery. The Department will provide materials designated trade secret or
otherwise confidential if the Contractor fails to take appropriate and timely action to
protect the materials designated as trade secret or otherwise confidential,
.y
The Contractor will protect, defend, indemnify, and hold harmless the Department for
claims, costs, fines, and attorney's fees arising from or relating to its designation of L
contract-related materials as trade secret or otherwise confidential.
8.3 Document Management,
The Contractor must retain sufficient documentation to substantiate claims for payment
under the Contract and all other records, electronic files, papers and documents that
were made in relation to this Contract. Contractor must retain all documents related to
the Contract for five (5) years after expiration of the Contract, or, if longer, the period °
required by the General Records Schedules maintained by the Florida Department of
State available at the Department of State's Records Management website.
8.4 Intellectual Property.
Unless specifically addressed in the Contract, intellectual property rights to all property
created or otherwise developed by the Contractor for the Department or the Customer
will be owned by the State of Florida at the completion of the Contract.
c
Any inventions or discoveries developed in the course of or as a result of services
performed under the Contract which are patentable pursuant to 35 U.S.C. § 101 are the
sole property of the State of Florida. Contractor must inform the Customer of any
inventions or discoveries developed or made in connection with the Contract and will be
referred to the Florida Department of State for a determination on whether patent v
protection will be sought for the invention or discovery. The State of Florida will be the
sole owner of any and all patents resulting from any invention or discovery made in
connection with this contract.
Contractor must notify the Department or State of Florida of any publications, artwork, or
other copyrightable works developed in connection with the Contract. All copyrights
created or developed in connection with the Contract are the sole property of the State
of Florida.
SECTION 9. DATA SECURITY AND SERVICES.
CM
CD
9.1 Duty to Provide Secure Data.
The Contractor will maintain the security of State of Florida data including, but not limited
r
to, a secure area around any displayed visible data. The Contractor will also comply with
all HIPAA requirements and any other state and federal rules and regulations regarding
security of information.
12
EXHIBIT B
t'salcet g 1
G.11.c
IT Research&Advisory Services
81141902-VITA-I 8-ACS
}
9.2 Warranty of Security.
Unless otherwise agreed in writing, the Contractor and its subcontractors will not perform v
any of the services from outside of the United States, and the Contractor will not allow
any State of Florida data to be sent by any medium, transmitted, or accessed outside of c
the United States.
m
The Contractor agrees that a violation of items listed above will result in immediate and
irreparable harm to the Customer and will entitle the Customer to a credit as provided in
the Contract documents. This credit is intended only to cover the Customer's internal
staffing and administrative costs as well as the diminished value of services provided
under the Contract and will not preclude the Customer from recovering other damages it
may suffer as a result of such violation. For purposes of determining the damages due
hereunder, a group of violations relating to a common set of operative facts (e.g., same L
location, same time period, same off-shore entity) will be treated as a single event. A
violation of this provision will also entitle the Customer to recover any damages arising
from a breach of this section and constitutes an event of default.
m
C
The Contractor must notify the Department and the Customer as soon as possible, in
accordance with the requirements of section 501.171, F.S., if applicable, and in all
events within one (1) business day in the event Contractor discovers any data is
breached, any unauthorized access of data occurs (even by persons or companies with
authorized access for other purposes), any unauthorized transmission of data occurs, or
of any credible allegation or suspicion of a material violation of the above. This
notification is required regardless of the number of persons or type of data affected. The
notification must be clear and conspicuous and include a description of the following:
(a) The incident in general terms.
c
(b) The type of information that was subject to the unauthorized access and acquisition,
CO
(c) The type and number of entities who were, or potentially have been affected by the
breach.
.v
(d) The actions taken by the Contractor to protect the data from further unauthorized
access. However, the description of those actions in the written notice may be general
so as not to further increase the risk or severity of the breach.
9.3 Remedial Measures. `
Upon becoming aware of an alleged security breach, Contractor's Contract Manager
must set up a conference call with the Department's and the Customer's Contract
CO
Manager. The conference call invitation must contain a brief description of the nature of
the event. When possible, a thirty (30)-minute notice will be given to allow Department
personnel to be available for the call. If the designated time is not practical for the
Customer, an alternate time for the call will be scheduled. Contractor must share all
available information on the call. The Contractor must answer all questions based on the
information known at that time and answer additional questions as additional information
becomes known. The Contractor must provide the Department and the Customer with
final documentation of the incident including all actions that took place. If the Contractor
becomes aware of a security breach or security incident outside of normal business
13
EXHIBIT B
Packet Pg 402':t
. 1.c
IT Research&Advisory Services
81141902-VITA-18-A C S
}
hours, the Contractor must notify the Department's and the Customer's Contract
Manager and in all events, within one business day.
9.4 Indemnification (Breach of Warranty of Security).
The Contractor agrees to defend, indemnify, and hold harmless the Department, the
Customer, and the State of Florida, its officers, directors, and employees for any claims,
suits, or proceedings related to a breach of the Warranty of Security. The Contractor will
include credit monitoring services at its own cost for those individuals affected or
potentially affected by a breach of this warranty for a two-year period of time following
the breach.
9.5 Annual Certification.
The Contractor is required to submit an annual certification demonstrating compliance
with the Warranty of Security to the Department by December 31 of each Contract year,
m
SECTION 10. GRATUITIES, LOBBYING, AND COMMUNICATIONS.
c
10.1 Gratuities.
The Contractor will not, in connection with this Contract, directly or indirectly (1) offer,
give, or agree to give anything of value to anyone as consideration for any State of
Florida officer or employee's decision, opinion, recommendation, vote, other exercise of
discretion, or violation of a known legal duty, or(2) offer, give, or agree to give to anyone
anything of value for the benefit of, or at the direction or request of, any State of Florida
officer or employee.
10.2 Lobbying.
In accordance with sections 11.062 and 216.347, F.S., Contract funds are not for the
purpose of lobbying the Legislature, the judicial branch, or the Department, Pursuant to
subsection 287.058(6), F.S., the Contract does not prohibit the Contractor from lobbying
the executive or legislative branch concerning the scope of services, performance, term,
or compensation regarding the Contract, after the Contract execution and during the
Contract's term.
10.3 Communications.
Contractor shall not, without first notifying the Department's Contract Manager and
securing the Department's prior written consent, make public statements which concern
the Contract or its subject matter, disclose or permit disclosure of any data or information
obtained or furnished in accordance with the Contract, or use any statement attributable `
to the Department or its employees. Public statements include press releases, publicity
releases, promotions, marketing materials, corporate communications, or other similar
co
communications. The Department's written consent shall not be construed to supersede
or waive the Contract requirements imposed on the Contractor to maintain confidential
information.
SECTION 11. CONTRACT MONITORING.
11.1 Performance Standards. r
The Contractor agrees to perform all tasks and provide deliverables as set forth in the
Contract. The Department and the Customer will be entitled at all times, upon request, to
14
EXHIBIT B
taket g 403
. .c
IT Research &Advisory Services
81141902-VITA-I8-ACS 4
be advised as to the status of work being done by the Contractor and of the details
thereof.
v
w
11.2 Performance Deficiencies and Financial Consequences of Non-Performance.
In addition to the processes set forth in the Contract (e.g., service level agreements), if
the Department determines that there is a performance deficiency that requires
correction by the Contractor, then the Department will notify the Contractor. The
correction must be made within a time-frame specified by the Department. The
Contractor must provide the Department with a corrective action plan describing how the
Contractor will address all performance deficiencies identified by the Department.
M
If the corrective action plan is unacceptable to the Department, or implementation of the
plan fails to remedy the performance deficiencies, the Department will retain ten percent
(10%) of the total invoice amount. The retainage will be withheld until the Contractor
resolves the performance deficiencies. If the performance deficiencies are resolved, the
Contractor may invoice the Department for the retained amount. If the Contractor fails to
resolve the performance deficiencies, the retained amount will be forfeited in order to
compensate the Department for the performance deficiencies.
11.3 Liquidated Damages.
a
The Contractor will promptly notify the Department or the Customer upon becoming
aware of any circumstances that may reasonably be expected to jeopardize the timely
and successful completion (or delivery) of any commodity or contractual service. The
Contractor will use commercially reasonable efforts to avoid or minimize any delays in
performance and will inform the Department or the Customer of the steps the Contractor
is taking or will take to do so, and the projected actual completion (or delivery) time. If
the Contractor believes a delay in performance by the Department or the Customer has
caused or will cause the Contractor to be unable to perform its obligations on time, the
Contractor will promptly so notify the Department and use commercially reasonable
efforts to perform its obligations on time notwithstanding the Department's delay.
c
The Contractor acknowledges that untimely performance or other material cc
noncompliance will damage the Department, but by their nature such damages are v
difficult to ascertain. Accordingly, the liquidated damages provisions stated in the
Contract documents will apply. Liquidated damages are not intended to be a penalty and
are solely intended to compensate for damages.
11.4 Force Majeure, Notice of Delay, and No Damages for Delay. `
The Contractor will not be responsible for delay resulting from its failure to perform if
neither the fault por the negligence of the Contractor or its employees or agents
CO
contributed to the delay and the delay is due directly to fire, explosion, earthquake,
windstorm, flood, radioactive or toxic chemical hazard, war, military hostilities, terrorism,
civil emergency, embargo, riot, strike, violent civil unrest, or other similar cause wholly
beyond the Contractor's reasonable control, or for any of the foregoing that affect
subcontractors or suppliers if no alternate source of supply is available to the Contractor.
The foregoing does not excuse delay which could have been avoided if the Contractor
implemented any risk mitigation required by the Contract. In case of any delay the CO
Contractor believes is excusable, the Contractor will notify the Department in writing of
the delay or potential delay and describe the cause of the delay either(1) within ten (10)
15
EXHIBIT B
Packetlg
CA 1.
IT Research&Advisory Seaices
81141902-VITA-I 8-AC5 ~
calendar days after the cause that creates or will create the delay first arose, if the
Contractor could reasonably foresee that a delay could occur as a result, or (2) if delay is
not reasonably foreseeable, within five (5) calendar days after the date the Contractor
first had reason to believe that a delay could result. The foregoing will constitute the o
Contractor's sole remedy or excuse with respect to delay. Providing notice in strict
accordance with this paragraph is a condition precedent to such remedy. No claim for
damages will be asserted by the Contractor,. The Contractor will not be entitled to an
increase in the Contract price or payment of any kind from the Department for direct,
indirect, consequential, impact or other costs; expenses or damages, including but not
limited to costs of acceleration or inefficiency, arising because of delay, disruption, Ma
interference, or hindrance from any cause whatsoever. If performance is suspended or
delayed, in whole or in part, due to any of the causes described in this paragraph, after
the causes have ceased to exist the Contractor will perform at no increased cost, unless
the Department determines, in its sole discretion; that the delay will significantly impair N
the value of the Contract to the State of Florida or to Customers, in which case the
Department may (1) accept allocated performance or deliveries from the Contractor,
provided that the Contractor grants preferential treatment to Customers with respect to
commodities or contractual services subjected to allocation, or(2) purchase from other
sources (without recourse to and by the Contractor for the related costs and expenses)
to replace all or part of the commodity or contractual services that are the subject of the
delay, which purchases may be deducted from the Contract quantity, or(3) terminate the
Contract in whole or in part.
SECTION 12. CONTRACT AUDITS.
12.1 Performance or Compliance Audits. E
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 c
agreements or contracts with subcontractors, partners or agents of the Contractor,
pertaining to this Contract„ may be inspected by the Department upon fifteen (15) v
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 State of Florida's Chief Financial
Officer and the Office of the Auditor General also have authority to perform audits and
inspections,
co
12.2 Payment Audit,
Records of costs incurred under terms of the Contract will be maintained in accordance
with section 8.3 of these Special Contract Conditions. Records of costs incurred will
include the Contractor's general accounting records, together with supporting documents
and records of the Contractor and all subcontractors performing work, and all other
records of the Contractor and subcontractors considered necessary by the Department, co
State of Florida's Chief Financial Officer or the Office of the Auditor General.
16
EXHIBIT B
Packet g> 5
.11.c
IT Research&Advisory Services
1141902®VITA,-1 B-ACS `
SECTION 13. BACKGROUND SCREENING AND SECURITY.
�s
13.1 Background Check„
The Department may require the Contractor and its employees, agents, representatives,
and subcontractors to provide fingerprints and be subject to such background checks as
directed by the Department. The cost of the background checks will be borne by the
Contractor. The Department may require the Contractor to exclude the Contractor's
employees„ agents, representatives or subcontractors based on the background check
results- In addition, the Contractor must ensure that all persons have a responsibility to
self-report to the Contractor within three (3) calendar days any arrest for any 0
disqualifying offense. The Contractor must notify the Contract Manager within twenty-
four(24) hours of all details concerning any reported arrest. The Contractor will ensure
that all background screening will be refreshed upon the request of the Department for
each person during the term of the Contract. y
13,2 E-Verify.
In accordance with Executive Order 11-116, the Contractor agrees to utilize the U.S.
Department of Homeland Security's E-Verify system to verify the employment eligibility
of all new employees hired during the term of the Contract for the services specified in
the Contract_ The Contractor must also include a requirement in subcontracts that the —
subcontractor must utilize the E-Verify system to verify the employment eligibility of all
new employees hired by the subcontractor during the Contract term. In order to
implement this provision, the Contractor must provide a copy of its DHS Memorandum of
Understanding (MOU)to the Contract Manager within five (5) calendar days of Contract
execution. If the Contractor is not enrolled in DHS E-Verify System, it will do so within
five (5) calendar days of notice of Contract award, and provide the Contract Manager a
copy of its MOU within five (5) calendar days of Contract execution. The link to E-Verify
is https://www.uscis.gov/e-verify: Upon each Contractor or subcontractor new hire, the
Contractor must provide a statement within five (5) calendar days to the Contract
Manager identifying the new hire with its E-Verify case number.
c
13.3 Disqualifying Offenses,
If at any time it is determined that a person has been found guilty of a misdemeanor or °
felony offense as a result of a trial or has entered a plea of guilty or nolo contendere,
regardless of whether adjudication was withheld, within the last six (6) years from the
date of the court's determination for the crimes.listed below, or their equivalent in any
jurisdiction, the Contractor is required to immediately remove that person from any
position with access to State of Florida data or directly performing services under the `
Contract. The disqualifying offenses are as follows.
(a) Computer related crimes
(b) Information technology crimes; —
N
(c) Fraudulent practices;;.
r
r
(d) False pretenses-
m
17
EXHIBIT B
IPSCISBt 'g
EH]
IT Research&Advisory Services
81141902-VITA-IB-ACS
(e) Frauds;
r
v
(f) Credit card crimes;
0
(g) Forgery;
v
(h) Counterfeiting; m
(i) Violations involving checks or drafts,
Misuse of medical or personnel records; and
(k) Felony theft.
13.4 Confidentiality.
The Contractor must maintain confidentiality of all confidential data, files, and records
related to the services and/or commodities provided pursuant to the Contract and must
comply with all state and federal laws, including, but not limited to sections 381.004,
384.29, 392.65, and 456.057, F_S. The Contractor's confidentiality procedures must be
consistent with the most recent version of the Department security policies, protocols,
and procedures. The Contractor must also comply with any applicable professional
standards with respect to confidentiality of information. '
SECTION 14. INFORMATION TECHNOLOGY.
The following applies to all contracts for information technology commodities and
contractual services. -Information technology' is defined in section 287.012(15), F.S., to
have the same meaning as provided in section 282.0041, F,S.
14.1 Limitation of Liability.
For all claims against the Contractor under any contract or purchase order, and regardless
of the basis on which the claim is made, the Contractor's liability under a contract or v
purchase order for direct damages shall be limited to the greater of$250,000, the dollar
amount of the contract or purchase order, or two times the charges rendered by the
Contractor under the purchase order. This limitation shall not apply to claims arising under
the Indemnity paragraph contained in this agreement.
Unless otherwise specifically enumerated in the Contract or in the purchase order, no party
shall be liable to another for special, indirect„ punitive, or consequential damages, including
lost data or records (unless the contract or purchase order requires the Contractor to
backup data or records), even if the party has been advised that such damages are
possible. No party shall be liable for lost profits, lost revenue, or lost institutional operating
savings. The State and Department may, in addition to other remedies available to them at cm
law or equity and upon notice to the Contractor,; retain such monies from amounts due to
the Contractor as may be necessary to satisfy any claim for damages, penalties, costs, and
the like asserted by or against them, The State may set off any liability or other obligation of
the Contractor or its affiliates to the State against any payments due to the Contractor
under any contract with the State. p1
18
EXHIBIT B
Pack i 407 j
IT Research&Advisory Services
81141902-VITA-18-ACS
14.2 Information Technology Standards.
Pursuant to sections 282.0051 and 282.318, F.S., the Agency for State Technology (AST)
is to establish standards for the implementation and management of information technology 2
resources. Vendors agree to cooperate with the agency in furtherance of its efforts to 0
comply with AST standards, established in Title 74, F.A.C., as applicable.
M
C
0
0
Q
E
C
M
LM
0
U)
CO
CM
Q
00
Zj
E
M
EXHIBIT B
. 1.e
STATE OF FLORIDA
CSg 1141 2-VITA-18-AC
EXHIBIT C-SCHEDULE F PRICES >-
r
Rates are effective for February 1, 2018 to January 31, 2019 except where indicated.
RESEARCH VI Y SERVICES
SECTION 1:PRIMARY RESEARCHSERVICES ANNUAL FEE
Table 1.Gartner for Executive Programs Leadership Team Plus l 0
n
Team Leader 85,559
Partner Member 66,958 CA0
Partner Leader(must purchase Enterprise IT Leadership Team Plus Members) 66,95
Delegate Member 45,252 0
Delegate Leader(must purchase IT Leadership Team Plus Members) 45, 52
Advisor Member 33,355 r,
Advisor Leader(must purchase IT Leadership Team Plus Members) 33,355 M
Cross Function Member 2 ,273
Table 2. _ artner for Executive Programs Leadership Tea z
Team Leader 78,61
Partner Member 61,45 �.
0
Partner Leader(must purchase Enterprise IT Leadership Team Members} 61,458 —
Delegate Member 41,601
Delegate Leader(must purchase IT leadership Team Members) 41,601
Advisor Member 30,610
Advisor Leader(must purchase IT Leadership Team Members) 0,610
,. .,, . . , _. _. _ _. ,. _. ..e s. .... . . .. .... ._ . ., . ._.
M
Cross Function Member 21,341 -�
Role Member 1 ,882 3
c
Table 2.Gartner for Executive Programs Leadership Team Essentials Z- Limited Availability a
Team Leader 7 ,641
Essentials Member- Limited Availabili,,,r 8,293
R
Table 3.Gartner for Executive Programs I ivi Individual Solution
Member single-user a _ - - - - 86,817
Member multi-user 77,045 CL
Member Basic single-user 59,163
Member Basic multi-user 52,954
Two Onsite Meetings Add-on- Limited Availability 3 15,470
Table 4.Gartner for IT Executives:CIO Signature-RENEWAL ONLY' 00
IT Executives CIO Signature single member 9 ,016
IT Executives CIO Signature multi-member, 98,016 H
Table S.Gartner for IT Executives: Cl -RENEWAL ONLY 7
IT Executives CIO single member 8 , r
IT Executives CIO multi-member 7 ,61 00
c
Table 6.Gartner for IT Executives:CIO Essentials-RENEWAL ONLY' E
IT Executive CIO Essentials single-member 59,163
IT Executive CIO Essentials multi-member 521954
FA000118 version:2018-03-28 ��
. 1.
STATE OF FLORIDA
ACS#811102-VITA-I -ACS c
m
EXHIBIT C-SCHEDULE OF PRICES >-
Rates are effective for February 1, 2018 to January 31, 2019 except where indicated.
RESEARCH AND ADVISORY SERVICES
Table 7. Gartner Add-ons
CIO Signature Delegate Add-on-Limited Availability 3 41,614
Two Onsite Meetings Add-on-Limited Availability 15, 70
Cn
Table S.Gartner for Enterprise IT Leadership Team Plus lLN
Team Leader 59,838 2
Advisor Member 30,261
Cross Function Member 17, 1
W
Table 9.Gartner for Enterprise IT Leadership Team 2 '�
Team Leader 55,047
Advisor Member 27,964
Cross Function Member 16,424 cc
Role Member 10 20
. ,..a . . . . .a. . .o., �. „ . ..,�... . . ....a . . ......e . . ......m.. . ,. . _. ... . _ ,
Essentials Member 8 293 —
�... . .... .„.. �. .,.. .oa. . .......a. ., ......__.„„�.. .�.. ,.. .. .. . _ a .. _ �m. ... ...�,,P... .
- -
Table 10. Gartner for Enterprise IT Leaders
. ,.,. _ y,.�,,. s . s... ....
Single-member m e 66,205
Multi-member 55,047
Two Onsite Meetings Add-on-Limited Availabili-c 315,470 --
Table 1 . Gartner for IT Leadership Team Plus x
Team Leader - 30,261
Advisor Member 30,261 `t
Cross Function Member 17, 81
.2-
Table 22.Gartner for IT Leadership Team 2 ..2
Team Leader 27, 64
IL
Advisor Member s 27,864 —
Cross Function Member 16,424 a,
Role Member _ 10,280 •`
Essentials Member 8,293
Table 13.Gartner for IT Leaders r
Advisor single-member 36, 93 _
Advisor multi-member 27,864
Reference single-member 2079CD
Reference multi-member 15,751 le
r
co
Table 14.Gartner for Technical Professionals°
Department Advisor 107, 69 m
Department Reference 72,665
FA000118 version:2018-03-28 t 'I
STATE OF FLORIDA
ACS# 11902-VITA-I -ACS
EXHIBIT C-SCHEDULE OF PRICES >-
Rates are effective for February 1, 2018 to January 31, 2019 except where indicated.
RESEARCH AND ADVISORY SERVICES
Table 1 . Core Connect Research
N
Advisor single-member 33,809 v
Advisor multi-member 24,716
Reference single-member 21,710
Reference multi-member 12,543
—
Table 19. Gartner for Finance Leaders
Gartner for Finance Leaders Team 9
Team Leader 27,864
Advisor Member 27,864
Reference Member 110668
Gartner for Finance Leaders Individual Access Advisor single-user 36,893
a x _ - - C:
1;
Table 2 . Gartner for Human Resources Leaders
Gartner for Human Resources Leaders Team 9
Team Leader 27,864
Advisor Member 27,864 �
.
Reference Member 1 ,205
o ,. .. ., . u . .,.,. , ..... ._ _ . . .... . . .............. s... .... ._
Gartner for Human Resources Leaders Individual Access Advisor single-user 36,893
Table 21. Gartner for Legai and Compliance Leaders 1111
Gartner for legal and Compliance Leaders Team 9
Team leader 23,946 nC,
Advisor Member 23,946
Reference Member 9,538 CD
Gartner for Legal and Compliance Leaders Individual Access Advisor single-user 31,67
Table 2 . Gartner for Sales Leaders
Gartner for Sales Leaders Team a
Team Leader 30,33
Advisor Member m 30,338
rReference Membe.r. a Na - .,_ ...... ..v.,. _. .. .�... 11,668
�_ .e..Gartner for Sales Leaders Individual Access Advisor single user 36,893
SECTION .OTHER RESEARCH SERVICES ANNUAL FEE
Gartner for Executive_Pro grams mLeaders hip Team Plus with Industry oneinustry)
Team Leader 96,979
Partner Member 81,471
Partner Leader(must purchase Enterprise IT Leadership Team Plus with Industry Members) 81,471 r
Delegate Member 53,173
Delegate Leader(must purchase Industry Advisory Services Leadership Team Plus Members) 53,173
Advisor Member 41,994
Advisor Leader(must purchase Industry Advisory Services Leadership Team Plus Members) 41,994
Cross Function Member 28,097
d
FA000118 version:2018-03-28
1 ®c
STATE OF FLORIDA
ACS# 1119 -VITA-I -ACS L
EXHIBIT C-SCHEDULE OF PRICES
r
Rates are effective for February 1, 2018 to January 31, 2019 except where indicated.
RESEARCH AND ADVISORY SERVICES
m
Gartner for Enterprise IT leadership Team Pius with Industry 1(one industry)
Team Leader 69,487
Advisor Member 3 ,067
Cross Function Member 23,263 0
H
Gartner for Industry Advisory Services Leadership Team Plus x
Team Leader 38,067 w
Advisor Member 3 ,067
Cross Function Member 23,263
Executive Programs Individual Solutions with Industry(one industry) _ c
Member single-user 97,080
Member multi-user 87,211
Member Basic single-user 6 ,581
Member Basic multi-user 62,236
_.a. .. ... __� ..o.. .. ....,. ,. ..m...
m.w w
m
Executive Programs Leadership Team with Industry"gone industry)
Team Leader 9,024 "
_ .. _ � . � _ _ .
purchase Enterprise Partner Member 74,724
Partner Leader(must p p ise IT Leadership Team with Industry Members) 74,724 2
Delegate Member 48,742
Delegate Leader{must purchase Industry Advisory Services leadership Team Members) 48,742 10
Advisor Member 38,570
Advisor Leader;must purchase Industry Advisory Services leadership Team Members) 38,570
Cross Function Member 25,781
Role Member 18,228
CL
Enterprise IT Leadership lea with industry z....one industry`
Team Leader 63,747 ta
Advisor Member 34,945 O
Cross Function_ Member 21,350
Role Member 12,287
co
Essentials Member 8,560
Indust Advisory Services leadership Team z(one industry;
CD
Team Leader 34, 45
_. r
Advisor Member 34,945 r
Cross Function Member 21,350
Role Member 12,287
au
Essentials Member 8,50
«« .. .
ro
FA000118 version2018-03-28
t'c t Z
.1 .o
STATE OF FLORIDA
ACS# 11412-VITA-I -AC5 `
EXHIBIT C SCHEDULE OF PRICES
Rates are effective for February 1, 2018 to January 31, 2019 except where indicated.
RESEARCH AND ADVISORY SERVICES
a
Industry Advisory Services (one industry)
Advisor single-member _ _ 45,116 v_
Advisor multi-member 34,945 m
Advisor Add-on to IT Executives or Enterprise IT Leaders 1 ,272
Reference single-member 30,413
Reference multi-member 20,746 >
Gartner for Marketing Leaders Team z-Limited Availability
Team Leader 37,261
Advisor Member 37,261
Reference Member 15,106
Reference Member Temporary pricing expires April30, 2018 13,092
Gartner for Marketing Leaders-Limited Avilabili 3
u.,u ..�.. �. �.v �.�.� __ . ,.rz
se-sin Advisor single-user 44,713
Advisor ..,. ,. „ ,.. . .,
Advisor multi-user 37,261
Gartner for Technical Professionals Advisor Team a- Limited Availa ility 3 53,676
Gartner for Technical Professionals S a°s- Limited Avai lab ili ,t a
Technical Professionals SMB Advisor 57,100 -a
Technical Professionals SMB Reference 37,966 V
c
Gartner for 1T Associates°
CL
100 documents- Limited Availability ` 23,263
IL
IT News and Insights-per seat 625
c
Strategic Advisory Services IT ICE
„ .u.
Client-Remote Advisory Engagement 7,553
Client-Internal Use of Analyst Time 15,30
00
Events 6 f°,trice ,ser ticket) - 2018 ticket ri ira x r`res Dece mb er.31,2018 UNIT P ICE
2018 Symposium 4, 57
2018 Summit(91,Data Center,Security,Apps) 3,072 r
2018 Summit(excludes BI,Data Center,Security,and Apps) 2,568 r-
r
2019 Symposium TBD
2019 Summit(BI,Data Center,Security,or Apps) TBD
2019 Summit(excludes BI,Data Center,Security,and Apps) TBD
to
FA000118 version:2018-03-28
cet
.11.c
STATE OF FLORIDA
CStt 1110 -VITA-I - CS "
EXHIBIT C-SCHEDULE OF PRICES
r
Rates are effective for February 1, 2018 to January 31, 2019 except where indicated.
RESEARCH AND ADVISORYSERVICES
SECTION ESAH SERVICES F NON-PROFIT HIGHER EDUCATIONUNIVERSITY
COLLEGE L s ANNUAL FEE
v
Core IT Research Reference for Higher Education
Core Reference for designated campus with c4,999 Student FTE 2 ,170 a)
Core Reference for designated campus with 5,000-9,999 Student FTE 4 ,339
Core Reference for designated campus with 10,000-2 ,999 Student FTE 72,508
Core Reference for designated campus with 25,000+Student FTE 96,677
Core Reference for designated community college campus 2 ,170
Technical Professionals for Higher Education
Technical Professional Advisor for designated campus IT Staff only 57,100
Technical Professional Reference for designated campus IT Staff only 37,966
SECTION ATER BUSINESS SERVICES ANNUAL FEE
Gartner for Customer Servic Support Leaders Team g
Team Leader 29,406
u w c
Advisor Member 29,406
Reference Member 13,193 V
Gartner for Customer Service Support Leaders Individual Access Advisor single-user 39 477 0
.......... . .., .
CD
"Single user"and"single member"applies to a buying center that has one individual license; "multi-user"and"multi-
member"applies to a buying center that has at least two qualifying licenses within the same agency or municipality. To
qualify for multi-user price levels,services must be ordered on the same Service Agreement or Purchase Order and reflect
tm
a common"Bill To"address. Strategic Advisory Services, Events,and Add-on services do not contribute towards multi-user
pricing qualification.
g Team Plus licenses require the purchase of a team configuration and are not available for purchase as standalone
licenses. A maximum of one Leader per Team. Each Leader type license must have three(3)to ten(10)Team Plus
Members coterminous with the Leader license. An Executive Programs Leadership Team Plus with one Team Plus Leader
and less than three(3)Team Plus Members is permissible so long as one of the Team Plus Members is a Delegate or co
Partner. Team Plus with Industry Advisory Services pricing is for one industry and all licenses in a Team Plus with Industry
Advisory Services must purchase access to the same industry. All licenses in a Team Plus solution,including subteam
members,must be"Team Plus"type licenses. Team Plus licenses may not be part of a Team solution(non-Plus type of
co
Team). r
2 Team licenses require the purchase of a team configuration and are not available for purchase as standalone licenses. A H
maximum of one Leader per Team. Each Leader type license must have three(3)to ten(10)Team Members coterminous CM
CD
with the Leader license. An Executive Programs Leadership Team with one Team Leader and less than three(3)Team
r
Members is permissible so long as one of the Team Members is a Delegate or Partner.Team with Industry Advisory
Services pricing is for one industry and all licenses in a Team with Industry Advisory Services must purchase access to the cc
same industry. All licenses in a Team solution, including subteam members,must be"Team"type licenses and cannot lu
include"Team Plus"licenses.Executive Programs Leadership Team Essentials is limited to select markets and may only
consist of one(1)Team Leader and up to ten(10)Team Essentials Members per Team(other Team Member types are not
permitted);contact your Account Executive for availability in your area.
FA000118 version:2018-03-28 et 4;
STATE OF FLORIDA
ACS#81141902-VITA-19-ACS cc
EXHIBIT C-SCHEDULE OF PRICES
Rates are effective for February 1, 2018 to January 31, 2019 except where indicated.
RESEARCH AND ADVISORY SERVICES
0
3 Q
Limited availability and/or eligibility requirements apply. Please check with your Gartner Sales representative before 0
ordering.
4
Purchasing prerequisite and/or eligibility requirements applies. Check with Sales representatives before purchasing. U)
S Gartner for Technical Professionals SMB is available only to eligible small and medium size agencies with 4,000 or fewer 0
®y
employees. Please check with Sales representatives before purchasing. >
V
4
6 Ticket prices apply to orders received by December 31st of the Event year indicated. For example,2018 Symposium
ticket price applies to orders received on or before December 31, 2018. 2019 ticket prices have not be released;please W
check with account representatives for pricing at the time of purchase for 2019 ticket pricing.
7
Renewal only IT Executives services are available to eligible license holders who purchased the service listed on or before
September 1,2015 and continuously purchase the service thereafter. Please check with Sales Representative for
availability and eligibility before ordering. Indus"Advisory Services Add-on IT Executives must be coterminous with the
base IT Executives license and requires the purchase of the same Industry Add-on license for each user within the IT
0
Executives license(CIO Signature must purchase for the Member and each Delegate). -ro
Higher Education products are only available to eligible public and not-for-profit Higher Education colleges or
universities. A Core IT Research Reference for Higher Education license is for one designated,student campus based on
the total full-time equivalent(FTE)student enrollment of the college or university,as assessed at the time of purchase.
Purchasing prerequisites apply. Check with Sales representatives before purchasing.
9 E
Gartner Business Services Team licenses require the purchase of a team configuration and are not available for purchase
as standalone licenses. A maximum of one Team Leader per Team. Each Team Leader type license must have three(3)to
ten(10)Team Members coterminous with the Leader license. A Gartner for Customer Service&Support Team,Gartner
for Legal and Compliance Leaders Team,or Gartner for Sales Leaders Team with one Team Leader and two Team Members
is permissible. All licenses in a Team must be of the same business domain;for example,a Gartner for Sales Leaders Team
may only consist of Gartner for Sales Leaders Team licenses.
.2
V
Gartner reserves the right to refresh Its pricing and product offerings on an annual basis consistent with the prices listed
In the Gartner GSA Group 70 IT schedule price list. The refreshed Pricing and Product offering will be provided in
January of each new calendar year and applicable to any renewal of existing services or initiation of new services.
0
0
W
eo
FA000118 version: 2018-03-28
a1
L
r
EXHIBIT D
N
O
v
Information
0
N
Services
ID
L
VA-180315-GARG
O
between
The Virginia Information Technologies Agency
on behalf of
The Commonwealth of Virginia
and
_
Gartner
Inc.
Y
r
w
m
v
m
Packet Pg k B"
INFORMATION TECHNOLOGY SERVICES CONTRACT L-
TABLE OF CONTENTS
1. PURPOSE AND SCOPE
Z. DEFINITIONS 5
0
A. Acceptance 5
B. Agent 5
.2
C. Authorized Users 5
D. Business Day/Hour 5 Ca
t
E. Commonwealth 5 0
.In
F. Commonwealth Indemnified Parties 5 >
V
G. Computer Virus 5
H. Confidential Information 5
1. Contract 6
J. Deliverable 6
K. Documentation 6 0
L. Electronic Self-Help 6
M. Federal Tax Information("FTI") 6
N. Industrial Funding Adjustment("IFA") 6 0
O. Party 6
P. Prompt Payment Act 6
Q. Receipt 7
R. Requirements 7
S. Services 7
E
T. Software 7
U. Software Publisher 7
V. Statement of Work("SOW") 7
W. Subcontractor 7
X. Supplier 7
Y. Supplier Personnel a
.2
Z. SWaM 8
AA.Term 8EL
BB.Transition Out Plan 8
CC.Transition Period a
DD.Update a 0
EE. Work Product(optional) a
3. TERM AND TERMINATION 8 co
A. Contract Term
B. Termination for Convenience 9 >
C. Termination for Breach 9
D. Termination for Non-Appropriation of Funds 9
E. Effect of Termination 9 %-
00
F. Transition of Services 9 4i
E
Cd
--------------777
G. Contract Kick-Off Meeting 10
H. Transition Out Plan 10
I. Contract Closeout 10
4. SUPPLIER PERSONNEL 11
A. Selection and Management of Supplier Personnel 11
B. Key Personnel 11 00
U)
C. Subcontractors 11
S. NEW TECHNOLOGY 11
A. Access to New Technology 11 CDU)
B. New Service Offerings Not Available from Supplier 11 L%
0
6. SERVICES 12 Mh
A. Nature of Services and Engagement 12
B. Acceptance 12
C. Cure Period 12
D. Additional Terms—Research and Advisory Services 13
E. Additional Terms—Consulting Services 13
7. RIGHTS TO WORK PRODUCT 13
8. GENERAL WARRANTY 14
A. Ownership 14 0
B. Limited Warranty 14
C. Performance Warranty 14
C
D. Documentation and Deliverables 14
E. Malicious Code 15
F. Open Source 15
G. Supplier's Viability 15 E
H. Supplier's Past Experience 15
C
9. FEES,ORDERING AND PAYMENT PROCEDURE is
10. REPORTING 16
A. Report of Sales 16
E
B. Small Business Procurement and Subcontracting Report 16
ll. COMPETITIVE PRICING 16 .2
r_
12. CONFIDENTIALITY 17 M
IL
A. Treatment and Protection 17
6. Exclusions 17
C. Return or Destruction 17 0
D. Confidentiality Statement 17 U)
E. Freedom of information Act Acknowledgement 18
13. INDEMNIFICATION 28
14. LIABILITY 18
15. INSURANCE is N
0
16. SECURITY COMPLIANCE is
17. IMPORTIEXPORT 19
19. BANKRUPTCY 19
19. LITIGATION 19
S
C.1 I.0
20. GENERAL PROVISIONS 20,
A. Relationship Between VITA and Authorized User and Supplier 20
B. Licensing Within the Commonwealth 20
C. Incorporated Contractual Provisions 20
D. Compliance with the Federal Lobbying Act 22
0
E. Ethics In Public Contracting 22
F. Governing Law 21
G. Dispute Resolution 21
H. Taxes 22 U)
I. Currency 22
0
J. Advertising and Use of Proprietary Marks 22 A0
K. Notices 22
L. No Waiver 22
M. Assignment 22
N. Captions 23
O. Severability, 23
P. Survival 23
Force Majeure 23
R. Remedies 23 0
S. Right to Audit 23
T. offers of Employment 23
U. Contract Administration 24
V. Entire Contract 24
W. Order of Precedence 24
X. Opportunity to Review 24
Z
co
o
(n
L)
co
IN
0
CD
'r-
co
E
,ra
INFORMATION TECHNOLOGY SERVICES CONTRACT L_
THIS lNrORMATION TECHNOLOGY SERVICES CONTRACT("Contract") is entered into by and between the Virginia
Information Technologies Agency("VITA!') pursuant to§2.2-2012 of the Code of Virginia("Code")and on behalf of
the Commonwealth of Virginia ( "Commonwealth"), and Gartner, Inc.("Supplier"),a corporation headquartered at
0
56 Top Gallant Road, Stamford, CT 06902-7700,to beeffective as of Contract Award Date("Effective Date"). L)
1. PURPOSE AND SCOPE
This Contract sets forth the terms and conditions under which Supplier shall provide information Technology
to
Research and Advisory services to the Authorized Users.
0
2. DEFINITIONS V
A. Acceptance cs
Successful delivery and performance by the Supplier of its contractual commitments at the location(s) tO
designated in the applicable Statement of or or order,including completed and successful Acceptance testing Q
in conformance with the Requirements as determined by the Authorized User in the applicable Statement of
Work or order.
B. Agent
Any third party independent agent of any Authorized User. 0
C. Authorized Users
All public bodies,including VITA,as defined by Code§2.2-4301 and referenced by Code§§2.2-4304 and 2.2-
2012,authorized to participate in the procurement of information technology under this Contract. Authorized
Users include private institutions of higher education that are listed at: httP.jLwww.c! C3
Colleges/Profiles.asp E
0. Business Day/Hour C:
4)
Normal operating hours for the Commonwealth of Virginia: Monday-Friday,8 a.m.-S p.m.Eastern 10
V
Standard/Daylight Time,unless otherwise specified on the applicable order or Statement of Work,excluding
Commonwealth-designated holidays.
E. Commonwealth
.2
The Commonwealth of Virginia.
IL
F. Commonwealth Indemnified Parties R
Means,collectively and individually,the Commonwealth,VITA,any Authorized User,their officers,directors, .5
agents, and employees. 0
G. Computer Virus
Any malicious code,program,or other internal component(e.g,,,computer virus,computer worm,computer cc
time bomb,or similar component),which could damage,destroy,alter or disrupt any computer program,
firmware,or hardware or which could, in any manner, reveal,damage,destroy,alter or disrupt any data or >
C14
other information accessed through or processed by such software in any manner.
H. Confidential Information
T-
Any confidential or proprietary information of a Party that is disclosed in any manner, including oral or written,
graphic, machine readable or other tangible form,to any other Party In connection with or as a result of C
0
Packet Wg
E
420141,"
C. 1.c
EXHIBIT B -PRICING
IT Leadership Team Plus 1
Leader - 33,056
Advisor $33,056
Cross Function $20,021
a
IT TEAM SOLUTIONS RESEARCH SERVICES ANNUALFEE
Executive Programs Leadership Team
Leader $81 425
Partner Member $631634
Partner Leader(must purchase Enterprise IT Leadership Team Members) $63,634
N
Delegate Member $431075
Delegate Leader(must purchase IT Leadership Team Members) $43,075
Advisor Member $3164
Advisor Leader(must purchase IT Leadership Team Members) $31, 94
N
Cross Function $ 2, 96
Role $15,46
Essentials- Limited Availability $5,557
Executive Programs Leadership Team with Industry (one industry) °
Leader $92,180
CID
Partner Member $ 7,373
Partner Leader(must purchase Enterprise IT Leadership Team with Industry Members) $77,37 v
Delegate Member $50,470
Delegate Leader(must purchase Industry Advisory Services Leadership Team Members) $50,4 0
Advisor Member $39,936
Advisor Leader(must purchase Industry Advisory Services Leadership Team Members) $39,938
Cross Function $26,695
Role $13, 74
Essentials- Limited Availability $3,8 4 Cn
Enterprise IT Leadership Team '
Leader $ 6,995
Advisor $28,850 _
Cross Function $ 7,00
Role $1 4 •c
Essentialso
$8,587
Enterprise IT Leadership Team with Industry (one industry) 00
Leader $66,007
Advisor $36,184 _
Cross Function $22,107
co
Role $ 2, 22
Essentials $3,864
Co
Industry Advisory Services Leadership Team -(one industry)
Erred
Leader $36,154
Unknown document property name.Gartner Inc.ar 'ar as a imfas,All nghta reserved.
Garkes,is e trarkenark of Gannse,Inc.or its atritimtes. -
For rota al use of only
EXHIBIT PRICING Cm1 We
Advisor :$:22,10-7
84
Cross Function -Role
Essentials $8,864
a
IT Leadership Team
Leader $ 8,850
Advisor $28,850
Cross Function $17,007
Role $ 0,645
U)
Essentials $8,587
Gartner for Marketing Leaders Team - i ie vai! ility
m
Leader $38,58
Advisor $38,58
Reference $ 3,556
IT INDIVIDUAL SOLUTIONS RESEARCH SERVICES ANNUAL FEE
Executive Pro rams Individua[ Solutions
Member single user $89,891
Member multi-user $7 ,773
Member Basic single user $61, 57
Member Basic multi-user $54,68
Two Additional Meetings Add-on - Limited Availability $16,017
Executive Programs Individual Solutions with Industry- (one industry) c
Member single user $100,
Member multi-user $90,303
co
Member Basic single user $71,01
Member Basic multi-user $64,443
Two Additional Meetings Add-on - Limited Availability $16,685
Enter rise IT Leaders
Member single user $68 549
LM
Member multi-user $56,995
Two Onsite Meetings Add-on - Limited Availability $16,01
Industry Advisory Services Add-on to Enterprise IT Leaders $10,537
CIO
lindustrV Advisory Services - irone ifidust ) F
Advisor single user $46,716
04
Advisor multi-user $36,184 CD
Reference single user $31,49
r
Reference multi-user $ 1,481
c
Gartner for IT Leaders
v
Unknwn docurrwnt propedV nomm.Gwmw ine.snWor ds aMiates.AM fighm remved ���
Ga r 4 e mod® sk of Ga lase.or its lfttas,
For intema9 use of only ..
Packet Pg 474 ;
EXHIBIT B - PRICING EHEI
LAdvisor
single user $38,200
multi-user $28,850ce single user $25,667
ce multi-user $16,3019
a
Gartner for Marketing Leaders - I ignited Availa t 4
Advisor single-user $46,299
Advisor multi-user $38,582
Gartner Core Connect
Advisor single user $35,006
Advisor multi-user $25,591
Reference single user $22,480
Reference multi-user $12,988
IT News and Insight
IT News and Insights- per seat $647
MULTI-USER IT RESEARCH SERVICES ANNUAL FEE °
Gartner for Technical Professionals
Technical Professionals Advisor Department $111,688
Technical Professionals Reference Department $75,238
M
Gartner for Technical Professionals Advisor Team- Limited v iI ilit V $55,579 --
Gartner for Technical Professionals SMBs, - Limited v iI ilita
Technical Professionals Advisor SMB $59,125
Technical Professionals Reference SMB $39,312
Gartner for IT Associates _
Gartner for 1T Associates 100 documents- Limited Availability $24.088
IL
GARTNER FOR BUSINESSSERVICES ANNUAL FEE
Gartner for Finance Leaders Individual Access Advisor single-user $40,876
Gartner for Finance Leaders Team' 0
Leader $30,449
Advisor $30,449 dic
00
Reference $13,fi61
N
Gartner for Human Resources Leaders Individual Access Advisor single- $40,876
user CD
Gartner for Human Resources Leaders Team'
Leader AA.893
,449`�
Advisor ,449
Reference S
rf Unknom document property name.Gorm Inc.andJor its affiliates,Art eights reamed.
Ganner.s a trademark or Garmor..Inc or its affiliates. arW%Aft IF
For irate mW use of dy G .
PacketiPg 4TS
EXHIBIT B - PRICING
Gartner for Sales Leaders Individual Access Advisor single-user $40,876
Gartner for Sales Leaders Team'
Leader $33,160
0
Advisor $33,160
Reference $13r661
Gartner for Law and Compliance Individual Access Advisor single-user $34r933
Gartner for Law and Compliance
0
Leader __ $26,382 M
Advisor 5:
_$26,382
Reference $10,532
OTHER SERVICES UNIT PRICE
Strategic Advisory Services M
Client- Remote Advisory Engagement $7,821
Client- Internal Use of Analyst Time $15,850
Events'6qtree Eer!iE�-2018 ticket pric-2 ex2i Tres December 31, 2018 —1
2018 Symposium $4,615
2018 Summit(BI,Data Center,Security,Apps) $3,181
2018 Summit(excludes B1,Data Center,Security,and Apps) $2,660
2019 Symposium TBD
2019 Summit(BI,Data Center,Security,or Apps) TBD
2019 Summit(excludes B1., Data Center.Security,and Apps) TBO
V
C
LEGACY AND RENEWAL ONLY RESEARCH SERVICES' ANNUALFEE
IT Executives Portfolio - Renewal Only
IT Executives CIO Signature $101,485 E
IT—Executives CIO single user $91,776 M-.2
IT Executives CIO multi-user $81 gy425 .2
IT Executives CIO Essentials single user $61�257
IT
-LxeCUtirVeS a.
CIO Essentials multi-user $54,828
Delegate Add-on for CIO Signature- Limited Availability
Two Additional Meetings Add-on - Limited Availability $16,017 0
Indus"Advisory Services Advisor Add-on to IT Executives $1 Oa637
"Y Q
CIO
LRESEARCH SERVICES FOR NON-PROFIT HIGHER EDUCATION ANNUALFEE
�O
UNIVERSITY OR COLLEGE ONLr N.
Core IT Research for i her Education er student cam us >
Core IT Research for Higher Education Campus Reference for a college or $25,027
university with I to 4,999 Student FTE
Core IT Research for Higher Education Campus Reference for a college or $50,053
university with 5,000 to 9,999 Student FTE
Core IT Research for Higher Education Campus Reference for a college or $75gy079
university with 10,000 to 24,999 Student FTE E
0 Effort Unknown document property name.Gamqor Inc anclJor ds affiliates AV ngrIs reseiVed
Gemner is a trademark of Gartner Inc-or ft Mhaws
For internal ussof orgy Gartner
C11.c
EXHIBIT B - PRICING
Core IT Research for Higher Education Campus Reference for a college or $100,105
unrverss# with 25,000 Student FT
„�,�,...0 _,.. s. ��� .. . ��a. ..... ,.... .
Core IT Research for Higher Education Campus Reference $25,027
for a communi# colle e
c
TechnicalProfessionalsfor HigherEducation'( r student campus)
U)
Technical Professionals Advisor for IT Staff only of a college or university $59,125
Technical Professionals Reference for IT Staff only of a college or university $39,312 ..
"Single user"and "single member"applies to a buying center that has one individual license; "multi-user"
and"multimember"applies to a buying center that has at least two qualifying licenses within the same
agency or municipality. To qualify for multi-user price levels, services must be ordered on the same
Service Agreement or Purchase Order and reflect a common"Bill To" address: Strategic Advisory
Services, Events,; and Add-on services do not contribute towards multi-user pricing qualification,
Ila
' Team Plus licenses require the purchase of a team configuration and are not available for purchase as
standalone licenses, A maximum of one Leader per Team, Each Leader type license must have three (3)
to ten (10)Team Plus Members coterminous with the Leader license. An Executive Programs Leadership
Team Plus with one Team Plus Leader and less than three (3)Team Plus Members is permissible so
long as one of the Team Plus Members is a Delegate or Partner, Team Plus with Industry Advisory
Services pricing is for one industry and all licenses in a Team Plus with Industry Advisory Services must
purchase access to the same industry. All licenses in a Team Plus solution, including subteam members;, —
must be"Team Plus"type licenses, Team Plus licenses may not be part of a Team solution (non-Plus
type of Team).
m
2 Team licenses require the purchase of a team configuration and are not available for purchase as
standalone licenses. A maximum of one Leader per Team. Each Leader type license must have three (3)
to ten (10)Team Members coterminous with the Leader license; An Executive Programs Leadership
Team with one Team Leader and less than three(3)Team Members is permissible so long as one of the
Team Members is a Delegate or Partner. Executive Programs Leadership Team Essentials is limited to
select markets and may only consist of one(1)Team Leader and up to ten (10)Team Essentials
Members per Team (other Team Member types are not permitted); contact your Account Executive for
availability in your area. Team with Industry Advisory Services pricing is for one industry and all licenses
in a Team with Industry Advisory Services must purchase access to the same industry. All licenses in a
Team solution, including subteam members, must be"Team"type licenses and cannot include"Team
Plus" licenses. CL
s Gartner for Business Leaders Team licenses require the purchase of a team configuration and are not
available for purchase as standalone licenses. A maximum of one Leader per Team. Each Leader type
license must have three (3) to ten (10)Team Members coterminous with the Leader license. A Gartner for
Business Leaders Sales Team or Gartner for Business Leaders Law and Compliance Team with one
Team Leader and two Team Members is permissible. All licenses in a Team must be of the same
business domain; for example, a Gartner for Business Leaders Sales Team may only consist of Gartner
ca
for Business Leaders Sales Team licenses.
° st
Limited availability and/or eligibility requirements apply. Please check with your Gartner Sales co
representative before ordering.
F-
5 Purchasing prerequisite and/or eligibility requirements applies,. Check with Sales representatives before
purchasing. CM
CD
s Gartner for Technical Professionals SMB is available only to eligible small and medium size agencies
with 4,000 or less employees. Please check with Sales representatives before purchasing.
7 co
Ticket prices apply to orders received by December 31 st of the Event year indicated. For example, 2018
Symposium ticket price applies to orders received on or before December 31, 2018. 2019 ticket prices
v
C.. d Unknown document property name.Gair*,, rnc,afWx As Affligleu...A3 n®his reserved. Gar
Gn r is a rk of Gartner,Inc.or its a isles
For inm®I use of only
Packet 7
g 477
EXHIBIT B- PRICING
have not be released', please check with account representatives for pricing at the time of purchase for
2019 ticket pricing,
Renewal only services are available to eligible license holders who purchased the service listed on or
before the date specified below and continuously purchase the service thereafter. Please check with
Sales Representative for availability and eligibility before ordering.
0
L)
IT Executives: purchased on or before September 1, 2015
Burton Classic IT1-, purchased on or before January 01, 2013
Industry Advisory Services Add-on IT Executives must be coterminous with the base IT Executives U)
license and requires the purchase of the same Industry Add-on license for each user within the IT Z_
Executives license(CIO Signature must purchase for the Member and each Delegate). 0
Aggregate Core Reference and Advisor Seats at the Agency/Bureau/Operating Unit level only—on a
single Purchase Order—to determine price per seat, Renewal of existing Core Research licenses are
permitted at the same seat quantity price level purchased as of January 31, 2007 or at a lower quantity
price level should the number Of licenses purchased is reduced, Additional licenses are priced at the
same price level as existing seats and do not quality to raise the price level to a new or higher seat
quantity.
Higher Education products are only available to eligible public and not-for-profit Higher Education
colleges or universities. A Core IT Research Reference for Higher Education license is for one
designated, student campus based on the total full-time equivalent(FT ) student enrolment of the college
or university, as assessed at the time of purchase, Purchasing prerequisites apply. Check with Sales 0
M
representatives before purchasing. 3:
C
to are effective from February 1, 2018 to January 31, 2019 except where indicated
11"'N'k,f, nT,
e un 9
D
E
mp'O rar Y"I: pp , V,�,,,jl
............. -
o
. . Q v
1 beO
.
A
'0
ki
,0p
, eAri,iro„ er
CONSULTING SERViCLS }7',HOURLY 4. �"1111Wv, A m
CD
Vice President $602 $517 $4J30
CL
Senior Director $562 $476
Director $505 $444 $3l94-6
Associate Director $433 $376 $3,004 13-
Senior Consultant 1 $347 $303 $2,420
Consultant $255 $219 $1,752
Associate Consultant 1 1,2 20
The rates indicated are a"not-to-exceed" price, Supplier may fill in additional labor descriptions. 0
CID
CD
0
co
E
M
0 Errad Unknwm document pmp*ny name.Gartmr,Inc.themr its affludes AN lights reselved
Gartner is a tratienmek of Gunner Inc.or its affilistits eltiftwil
For inteml use at only Gar 1111"'1111=0-
r----------n
C.11.c
EXHIBIT B - PRICING
ro
Service Descriptions
IT TEAM PLUS SOLUTIONS
Executive Programs Leadership Team Plus CD
Leader http://www.gartner.com/itisd/sd_eDteaTn_plus leg derpdf U)
_
Partner Member htt .1/www.Qartner.com/it1sd/sd ejp team
SWaSartntr,pdj
Partner Leader b.9p,//www.gartner.com/it/sd/�gd_2g team plus partner 1@1der.pdf >
Delegate k�-e`r'— httuJ/nLw.a�rtner.com/itlsd/sd ej? team plus deleg ate. df
Delegate Leader hfto://www.aaFtner.com/it/sd/sd ep team plus delegate leader. f
Advisor Member hftl?://www,aartner.com/iUsd/sd ep team plus advisor.g f
Advisor Leader hftr).// M.qartner.com/iYsd/sd'! ep team plus advisor lea dgL..Pdf
Cross Function rtnercornfitfsd/sd��eteprr
ELRWL.qf,pdf
Executive Programs Leadership Team Plus with Industry(one industry)
Leader hftp://Www.gartner.com/iYsd/sd _eo teaM pL us industry leadgL.2df 0
Partner Member http:i/ garner.corn/it/sd/sd et teamplus irld rypartner.pdf
Partner Leader http.11www.gartner.com/itlsd/sd eo team plus in rust partner leader.pdf
Delegate Member hftp://www.gartner.com/ittsd/sd en team plus industry deLgateMdf
Delegate Leader bttp.11wmiLALgartner.com/it/sd/sd ea team plus industry deL1eqate_leader.pdf
Advisor Member http:llwww.gartner.com/itfsd/sd_eo
Advisor Leader tp,1/www,gartner.com/iVsd/sd ep team Plus industry advisor leader,plf E
..........
Cross Function httD://vwmwww,a rtner.com/iYsd/sd ep team plus irtidustry J-Pdf '0
Enterprise IT Leadership Team Plus
gLeader LttS.Ifwww,aartner.com/iUsd/sd eitl team 2lus. leader.gdf
Advisor
dvisor httD-://www,aartner.com/iYsdisd edi teap_plus advisor mernber.pdf
Cross FunctigonE vtner.com/ills / d eitl team plus cLgLeMber.pdf
Enterprise IT Leadership Team Plus with Industry(one industry) CL
Leader http.//www.oartner.co,m--/iUsd./sd eitl team lusjr!qlU§tr.yleader.Ld
Advisor http./1www-aa ner,com/it/sd/sd eiti team df_plLks �ndu t d0sor member M_L..........
0
Cross Function httL://www.gartner.com/itlsd/sd eid team Plus Industry of memb
Industry Advisory Services Leadership Team Plus(one industry)
Leader nnygartner-c m/itfsd/sd ias team Rigs leaderplf
Advisor httrjJ1www.aartner.comfit1sd/sd ias team plus advisor mernbeir df >
Cross Function gartner.r,,omAt,?sd/sd jas jeam pLus_0 Membergdf 04
CD
Cross Function
V
s ip IT Leadership Team Plus
Leader httD://www.oartner.com/it/sd/sd id team *Iqkjgg4gLgLf ........................................................... co
Z.;
Advisor
C:
Cross
http://www.gartner,comlit/sdisd itl team plus advisor m@Mber.pdf
Cross Function
E
Cross Function hAn,,1/www,pa r1ner.comfit1sd/sd itl team plus of merntgUidif
C Errod Unknown document pmpwty nsmv�Ganner Inc.ands b affilistas AN right mmemed
Ganner is a trade rmA of Ganner Inc.or its affiliat"
For inwmal U"OR owy Gar a 01=0- 77777777"71
479,ac 0 'g.
EXHIBIT B - PRICING
v
:r
IT TEAM SOLUTIONS RESEARCH SERVICES
Executive Programs Leadership Team
[Leader http:ld .cartner.comditlsdlsd ep team leader.p f
c
Partner Member httD:Llwww gartner.com/it/sd/sd ep team partner.pdf O
Partner Leader rtner.com/it/sd/sd ep teams partner leader.pdf
Delegate Member MID) , artncr.corrslitlsdls ep team delecate.pdf v
Delegate Leader htt 11..,a. _ 9rtnr /itfsdld_ t >i_ 8e sate leader. df
Advisor Member httg,//www.Qartner.comhtlsdls e team advisor.p f
Advisor Leader httr),://www.ciartner,com/it/sd/sd ep team advisor leader._df
Gross Function htt Il anr. rnlitlsdlsd p fern pf.pd
Role /WWW, artnerzomlitlsdls _ep teams role. df
Essentials ttp:ll cartner.cornlit/slsd ep teams essentials.pf v
Executive Programs Leadership Team with Industry (one industry)
Leader http:/Iwww.gartner.com/it/sd/sdn eg team industry I a er. df
Partner Member http://www.gartner.com/itJsd/sd ep teams industry partner.pdf
Partner Leader htkg://www.gartner.com/itlsd/sd e team industry partrs r_I ader. df
Delegate Member hto: a _
Delegate Leader htW/1www.aartner.com/itfsd team industry delegate leader.pdf
Advisor Member hftp../Iwww.gartner.com/itlsd/sd ep team industry a vi or.pdf
Advisor Leader ttp:ll cartner.co -litlsdlsd e team industry advisor eader.taf
Cross Function httll® orEr . titJsdtsrrrust c .
CD
Role hftD'I/www,gar1ner.com/it/sd/;d a teams industry role.p f 0
Essentials
c
Enterprise IT Leadership Team
Leader httg:Il -=c rtner.pom htt dl d-eitl_team_teader. df
Advisor htt :df oartmer.co IdIs is _eitl teary' advisor rnernber. df
Cross Function htt ,tt._� WF arts r. pmhtls lsd itl�t arrt_� m er. ldf cc
Role hftpd/www.gartner.com/itlsd/sd eitl team-role mtaber.pdf .v
Essentials ttpeld&viw.gartner.com/iUsd/sd edl team_essentials member.pdt
Enterprise IT Leadership Team with Industry(one industry) E
Leader ttp:ll .gartner.com a�rtner.com/it/sd/sd d team Indust I ad r. f •I-
A dvisor g:/d .partner-comslitd dls eitl team industry advisor rnernber.p f
Crass Function htti?://www.gartner.com/it/sd/sd eitl team industry cf MgMberpdf
Role hftg://www.gartner.com/itlsd/sd eitl teams industry role msem er.pdf
Essentials http://www.gartner.com/ittsd/sd eitl team industry essentials_membeLpdf
04
Industry Advisory Services Leadership Team-(one industry)
Leader httpd/www.oartner.com/it/sd/sd ias team_lead r. f
Advisor h p:fl _rtn r,co lids is ias team advisor e er pdf
Cross Function ttp.fd __ r#rt r,I; r htlsd1s ias_team cf memb r.pg
Role http://www.oartner.com/it/sd/sd ias teams role m e ber.p f
n
0 Effod Unknown doctrnwnt Fimperty naroc Garinew Mc ax^.Ver As.aftata AR nghtx nazamed- ��
ar�.nm is a tr rF of hc.or alates.
Far unt W tam rat only.
PacketPg 480
EXHIBIT B - PRICING
L
Essentials httr.#d oartner.com/it/sd/sd ias team essentials rriernberodf >-
i
r ,�
r
IT Leadership Team
Leader tt dfw artner cornht/sdfisd itl Learn leader gdf
_.. . ... . .. c
Advisor httc dd gartner corn#it/s /sd rtl team advisor member odf
Cross Function h fl artgeL oMhtlsdls itl tears cf member f
Role htt ;flwww. art ner.comdit/sd/sd itl team role merrtber.pdf
Essentials dl artner com/itlsd/sd itl team essentials me ber f
Gartner for Marketing Leaders Team
Leader htt ;l artner.corrrdit/sds rrtl team leader. f
Advisor htt dl artner comht/sdds l team advisor m ber df
Reference dl . a4ner com/i sdlsd rttl tears r fererlc mber odf
N
IT INDIVIDUAL SOLUTIONS RESEARCH SERVICES ANNUAL FEE
Executive Programs Individual Solutions
Member htt :dl,,,_„__..., arr. rditlsdlsd eo rmber. d
Member Basic hit ll artner€omd�t/sdds erg member basic df
Two Additional Meetings hit olds armer,c ds c addl eetin s. d
Add-on
u a-,.,mm .mmmm
c
Executive Programs Individual Solutions with Industry- (one industry)
Member hit !d Danner comht/s dsd p me ber in ustry r df eo
Member Basic a m htt // rtneiLgo litd dls e h „ ber basic in�u try. df �a a
Two Additional Meetings httoaddsd.gartner.corridsd eo adl eetinosendf ,. A .
Add-on
Enterprise IT Leaders
Member hit ad artn r.co m /itlsd/sd eitl indiv.p f co
c
Industry Advisory htt l�www,gartnar,go rnl�tlsdtsd leave advisor aril rdf � ,��
Services Add-on to
Enterprise IT Leaders
Two Onsite Meetings hit d/�. artner co ditlsdls eitl 2 oct $te eetin addon. df IL
Add-on
Industry Advisory Services - {one industry)
u. a - n
Advisor htto 1f artner cmor lids i d vas individual advisor. df
Reference h o ll a ner com/itts /sd is o referenc . df r
w
. . .w.�m...... .. W
Gartner for IT Leaders cm
Advisor bltR;lLvU8M.gariner.com/itisd/sd itl individual advisor f
Reference htt :dl oa ftner.contlit/sdls itl refereng@,pdf
as
Gartner for Marketing Leaders
Advisor htt :ld, . rt er.comdit/s is l indiv access advisor.odf - —
v
Emil Unknmm document properly name.Garmar.Inc.andfor as affilimn All rights reserved.
Gartner is a trademark Gartner,ol inc,or its affluites.
For in"mal use of Gar .
"Packet Pg 481
EXHIBIT B - PRICING
Gartner Core Connect
Advisor http./Iwww.ga_ner.com/itlsd/sd core connect advisor,odf
Reference rtner.comfit/sIdIsd core connect reference.pd
0
L)
IT News and Insight
IT News and Insights httR,.11www artnerxa�m/it/Adfsd it news i_n_s_iq ht.pdf
MULTI-USER IT RESEARCH SERVICES Z
0
Gartner for Technical Professionals(per agency)
Technical Professionals http AM. iartner.com/it/sd/-,d tprhnrn adviser Agap f0
Advisor Department
Technical Professionals http,iiwww.aartner,comlit/sd/sd tectpEQ_Lgfffgnqq jgp!lp Lf
Reference Department
Gartner for Technical Professionals Advisor Team
C:
Technical Professionals
Advisor Team
0
Gartner for Technical Professionals SMB (per agency with less than 4000 employees)
0
Technical Professionals hllp-://www. rlq.tr. d tqqh ro advisor smbpdf C:
Advisor SMBM',
Technical Professionals hftg:/Jwww.gartner.comht/sd1sd techRro reference smb.pd
Reference SMB
E
Gartner for IT Associates
Gartner for IT hftD//www.uartner.corrAt1sd1sd it
Associates 100
documents
GARTNER FOR BUSINESS'SERVICES
Gartner for Finance hLUp.JIsd.g rtner.coMIsd lad fl team in iv agcF,,s$ advis p f
Leaders Individual
Access Advisor
Gartner for Finance Leaders Team
Leader http/lsl_qartqtrcoin/ed lid fl team leader Ap f 0
Advisor http,./Isd.gartner.com/sd lid fi leam advisor member.pof W
L)
Reference htto./Isd.laiarmer com/sd lid fi team reference me9ik@_r-9Af <
Gartner for Human httg 11 Lsidgartner,comisd lid hr team indiv access advisor,
Resources Leaders >
N
Individual Access
Advisor sin le-user
Gartner for Human Resources Leaders Team
Go
Leader ;Aa art ner-comlsd lid hr team lead r,cif
Advisor LW-1/lid, rtner.com/sd lid hr team advisor member,pdf 0 qa E
Reference http://sd.oartner.com/sd lid hr team ref rence membreEkOf
C Errad Unknown dvoumwnt propany manna.Garti'mr,Inc and'or Ift 2ffilWWs AM rights reseryed
Ganner is a bsdema*of GaArwr Inc.or Its affibatas W%Aftwo
Fir rnhtmal use of only Gar
EX141SIT B - PRICING
Gartner for Sales hW,/1sd.qartner.com/sd lid sales team indiv access gdyisor.pdf
Leaders Individual
Access Advisor
Gartner for Sales Leaders Team 0
Leader hftg://sd.oartner.com/sd lid sales teaM_j@&der.gdf
Advisor bttA:I/sd.oartner.com/sd lid sales team advisor member.pd .2
Reference _qartner.com/sd lid sales team reference ber.nd 2_1
httol/sd 0
Gartner for Law and er.com/sd lid Ic team in iv access advisor.odf0
h
Compliance M>
Individual Access
Advisor sin ie®user
Gartner for Law and Compliance Team
Leader htt[D://sd.aartner.com/sd lid Ic team IeadgLpdf
Advisor hft :Ilsd.oartner.com/sd lid Ic team advisor member.pdf
a-
0
Reference hftD:/Isd.oartner.com/sd lid Ic team reference member.pdf
OTHER SERVICES
Strategic Advisory Services
Remote Advisory MW Ilwww,nartner.com/ittsd/sd sas remoLtgdf
C
Session
Internal Advisory http//www,gartnercornht/sd/sd sas interUgLpdf
Session
C2
Events E
Symposium Ticket vww,gartner.qomAt1sd/sd syMn event tgi2ckEtLj2fff gvyeftnL
Summit Ticket http://www.ciartner,comlit/sd/sd summit event
Symposium
Ticket
tic et.o f
LEGACY AND RENEWAL ONLY RESEARCH SERVICES
IT Executives Portfolio - Renewal Only
_.CIO Signature httD://www.aartner-comlitisdisd ite cio sigpdf .2
CIO om/it/sd/s d jIg http://www.gartner.c
CIO Essentials hb:ilwww.oartner.com/it/sdisd ite do esagnjgjLp�ff
_Delegate Add-on http,://www.gartner,com/it/sdisd ite do sig_&ddl delegate addon pdf
Two Additional Meetings htt .LM
p://sd.gartner.com/sci eD 2 addl meetinas.ndf 5-
Add-on 0
CIO
Industry Advisory httD://WWW,aartner,com/ittsd/�Sd jg advisor_its,Pdf 0
It
Services Advisor Add-on cc
to IT Executives(one
indusk
NON-PROFIT HIGHER EDUCATION UNIVERSITY OR COLLEGE ONLY
IM
Core IT Research for H! her Education
T-
Core IT Research http://www.gartner-com/it/sd/sd core advisor hqadf V_
co
Advisor for Higher
Education
E
0 Errod Unknown document property name,Cianner Inc,andtor ft aftillates All rights resoved
Garmar ism tradamark®t Gartrair Inc-or As atlillates
Fat Wetting use of only Gar
tftbk6t Pg'.'483L
IT. "I.cE I 1T m P ICI C
:1
Higher Education >-
Cam us Access r
r
v
Technical Professionals for Higher Education(per student campus)
Technical Professionals htt :tr n r rntlt 1 k h rra dvis w a d
for Higher Education
Advisor
v
Technical Professionals hftpJtwww.oartner.com/ittsd/sd t ch ro reference he udf
for Higher Education
Reference
0
H
V
as
c
d
c
0
0
o
CO
QN
cc
c
r
r
r
w
c
0
v
Dead Unknown docureont property narne.Gwinar.Inc.OnWor dIs®fileatees.Ali tightil reserved. ��
Canner lea ®8 Gannet Inc.or its Jdams
Foe int6 i drrlg iPaaketPg e484 f:
®1 .c
d
EXHIBIT G: CERTIFICATION REGARDING LOBBYING
Y
The undersigned certifies, to the best of his or her knowledge and belief, that:
a
i). No Federal appropriated funds have been paid, by or on behalf of the undersigned, to any
person for influencing or attempting to influence an officer or employee or an agency, a
Member of Congress, an officer or employee of Congress, or an employee of a Member of
Congress in connection with the awarding of any Federal Contract,the making of any Federal
grant, the making of any Federal loan, the entering into of any cooperative agreement, and
the extension, continuation, renewal, amendment, or modification of any Federal Contract,
grant, loan, or cooperative agreement.
ii). If any funds other than Federal appropriated funds have been paid or will be paid to any
person for influencing or attempting to influence an officer or employee of any agency, a
Member of Congress, an officer or employee of Congress, or an employee of a Member of
Congress in connection with this Federal Contract, grant, loan, or cooperative agreement, the
undersigned shall complete and submit standard Form-LLL, "Disclosure Form to Report
Lobbying," in accordance with its instructions.
iii). The undersigned shall require that the language of this certification be included in the award
documents for all sub awards at all tiers (including subcontracts, sub grants, and Contracts
under grants, loans and cooperative agreements) and that all sub recipients shall certify and
disclose accordingly.
c
This certification is a material representation of fact upon which reliance was placed when this transaction
was made or entered into. Submission of this certification is a prerequisite for making or entering into this
transaction imposed by Section 1352, title 31, U.S. Code. Any person who fails to file the required
certification shall be subject to a civil penalty of not less than$10,000 and not more than$100,000 for
each such failure.
Signature:
Printed Name: Phillip A. Cummins =
w
Organization: Gartner Inc. '
Date: 02 March 2012 CL
F-
r
r
r
x
n
Page 1 of 1
ticket P,g 48�
------------
.11.o
EXHIBIT
Supplier ti l
r
v
All small businesses must be certified by the Commonwealth of Virginia,
Department of Small Business and Supplier Diversity (DSBSD) by the contract v
award date to participate in the SWAM program. Certification applications are
available through DSBSD online a ,tt !:JJWWw.s d.vir iniao oy,
Offeror e: ®Gartner, Inc. 1
Pre parer me: ,_,._,Phillip Cummings_ _ ate: �1 /01/2017
Instructions
A. If you are certified by the DSBSD as a small business or as a micro business, complete
only Section A of this form. This shall include DSBSD-certified women, minority, or
service-disabled veteran-owned businesses when they have received DSBSD small
business certification.
B. If you are not a DSBSD-certified small business, complete Section B of this form.
0
Section
m
If your firm is certified by the DSBSD, are you certified as a (check all that apply):
Small Business
Small and Women-owned Business
Small and Minority-owned Business E
Small Service Disabled Veteran-owned Business
Micro Business
Micro Business and Women-owned Business
Micro Business and Minority-owned Business
Micro Service Disabled Veteran-owned Business
Certification Number: v
Certification Approval Date:
Certification Expiration Date:
Section
Populate the table below to show your fdrm's plans for utilization of DSBSD-certified Cn
SWaM,businesses and Non-SWaM businesses directly performing the Requirements of
this contract. This shall not exclude DSBSD-certified micro businesses or women,
minority, or service disabled veteran-owned businesses when they have received the
DSBSD small business certification. Include as well businesses which ARE NOT SWaM
businesses that will be utilized in directly performing the Requirements of this contract.
Include plans to utilize small businesses as part of joint ventures, partnerships,
subcontractors, suppliers, etc.
r
v
rt Unknown document Property name.GaMer Inc.endJor As affiDifies.All rights reserved. r
Gunner is a Und rk at Gartner Inc Or its a�iUstes. ■
For date I use Only -
Icket P'g 486.
® ®c
EXHIBIT
L
m
Small Business Name & Status if Small Business Contact Person, ' Type of Goods .-
Address Is also:Women (W), Telephone& andfor Services
DSBSD Certificate# Minority(M) Email
(Leave certificate number Service-Disabled
blank if Non-SWaM) Veteran (D),
Micro Business(0)
Non-SWaM (NS)
_: _______ _ ___ ____
NIA NIA NIA ; N/A
u
m
N
w
d
ri
C
C
SWaM Overall Commitment Percentage NIA :E
W
IL
Please state here the overall commitment percentage for DSBSD-certified
SWaM businesses directly performing the Requirements of this Contract: c
Note:The percentage above ONLY APPLIES to DSBSD-certifeed SWaM
businesses who are directly performing the Requirements of this Contract.Do
not include in the percentage any businesses performing the Requirements of
this Contract that are non-SWaM businesses.
CID
....._..... m _.
r
00
c
v
d Unknown docurnent psocro 8y name.Gannon Inc.andfor As aftsiates.M rights naserved,
Gartner 4 a tradaaark 04 GaOrner Inc or Alt affiliates. ■
For internrd use of outy 6
Packet Pg 487 ,
e
---------------
r r Date
r
Order Number
v
Customer
c
0
m
v
Customer Type
0
Standard Product Code
v
m
N
CD
United Nations United Nations Standard
Products and Services CodeJl1N5C
c
Description
Manufacturer
Manufacturer ID
Quantity
Unit of Measure
Unit Price
Total Price
c
Reference Price
Reference Cost _
Savings Amount c
.L
Savings Percentage
f-
co
r
r
r
c
m
f�acket Pg 488 ,
®11®c
Self Explanatory.
The identifier of the transaction that establishes the obligation for the product or service. Typical
Transactions may include Purchase orders or Purchase Card transactions. i
Ordering;Entity that is acquiring the product or service.
Classification of the customer as `Drop-down Menu provided).
• State Agency,
• OEU Cities& Counties
• OEU Schools K-12
• EU College & Universities
• Other
An identifier used by your industry to describe the product or service. Typical identifiers include
Universal Product Codes(UPC)or Global Trade Identification Numbers(GTI ). v
L
Taxonomy of products and services for use in eCommerce. It is a four-level hierarchy coded as an eight.
digit number,with an optional fifth level adding two more digits. See URL:
http://www.dms-myflorida.com/business ope ratio ns/state_pu rch a sin yflorid a arket lace/co
odity_codes
Nomenclature of the product or service ordered
The original producer of the product. `
The alpha numeric code established by the manufacturer for the product. C
The amount of the product or service ordered.
Standard unit or system of units by means of which a quantity is accounted for and expressed (e. .,
each,set, box, case,etc.)
The cost of one unit of measure of an item.
The price paid the items ordered; calculated as the unit price multiplied by the quantity ordered. This
field is pre-calculated, no entry is required.
The amount that consumers anticipate paying or consider reasonable to pay for a particular good or
service without the benefit of this contract. Commonly expressed as Manufacturer Suggested Retail
Price ( SRP), Retail, List, or other usual or customary price offered for the product or service. ®v
rd_-_
Mathematical Calculation. (Reference Price X quantity)
Mathematical Calculation. (Reference Cost-Total Price)
Pre-calculated field representing the percentage difference between total price incurred by this order `
verses the price that would have been paid without the benefit of this contract.
r
U
Packet Pg 489
Ljoiessom a Iiemouigm) (roo) wnpuappv BuiledpipLd IBUIOIJOG V.LIA ZOUtq :ju8wLjOL-UV
IL
r
i tl45i"
�a
F77-
� 9 1 a°3:8 B
s 4
wLB
N
L U I
Q
i
9 �
�i `s
TO
VITA CONTRACT NUMBER VA-180315-GARG
BETWEEN 0
THE VIRGINIA X14FORMATION TECHNOLOLGIES AGENCY
AND
GARTNERINC.
it
0
This MODIFICATION (Amendment) #3 is an agreement between the Virginia V)
Information Technologies Agency (VITA), herein referred to as "State" or 0
"Commonwealth" or "VITA", and Gartner Inc., hereinafter referred to as "Contractor" >
or "Gartner", relating to the modification of the above Contract, This Modification #3 is
hereby incorporated into and made part of Contract VA-180315-GARG, as revised.
The purpose of this Modification #3 Is to add language to the
Agreement, The parties agree to the following:
* Exhibit B is deleted In Its entirety®
* Exhibit B is replaced by the Attachment A to this Modification #23 0
The foregoing Is the complete and final expression of the parties' agreement to modify
Contract VA-180315-GARG and cannot be modified, except by a writing signed by duly
authorized representatives of both parties.
U.
ALL OTHER TERMS AND CONDITIONS REMAIN UNCHANGED. PERSONS SIGNING THIS
CONTRACT ARE AUTHORIZED REPRESENTATIVES OF EACH PARTY TO THIS CONTRACT AND (n
ACKNOWLEDGE THAT EACH PARTY AGREES TO BE BOUND BY THE TERMS AND CONDITIONS
OF THE CONTRACT.
04
z
LQ���EN� 0
0
,ell
sy:- 0
2
NAME. Phillip A. Cummings NAME. dip 0
TITLE: Contracts Counsel
LEDP <6-&A
DATE: 04 February 2020
PAM: C)
EMAIL: phillip.cummings@gartner.com
E
Pabk6t P% 491
Affachment A to Modification #3
COMMONWEALTH OF VIRGINIA
VIRGINIA INFORMATION TECHNOLOGIES AGENCY(VITA)
VA-180315-GARG EXHIBIT B Schedule of Fees
C:
Rates are effective from February 1,2020 to January 31, 2021 except where indicated. 0
RESEARCH AND ADVISORY SERVICES
ITT PLUS SOLUTIONS ANNUAL FEE
U)
Global CIO Team Plus Invitation Only Lft
0
Global CIO 183,881
D -
ivisio nal CIO 137,394
Glo I bal IT Leader ' 137,394
Global IT Leadership Team Plus Invitation only
CD
Global Team Leader 125,617 ix
Global Partner Member 114,547
Advisor Member a 3,594 t!
Executive Programs Leadership Team Plus for Global Enterprises 0
Global Enterprises Team Leader 136,463
Global Enterprises IT Executive
(may purchase IT Leadership Team Plus Members) 136,463
Global Enterprises Partner
(maF purchase Enterprise IT Leadership Team Pius Members) 117,900
LL
Delegate Leader-Renewal Only 7 ft-
0
(may purchase IT Leadership Team Plus Members) 50,452 ar
Advisor Leader
(may purchase IT Leadershif,Team Plus Members) 36,880
Cross Function Member 25,741
U)
Executive Programs Leadership Team P,toj,s
Leader 94,695 IN
IT Executive Member or IT Executive Leader CM
(IT Executive Leader must purchase IT Leadership Team Plus Members) 94,695 n I
z
Partner Member or Partner Leader 0
(Partner Leader mustourchase Ente yxise IT Leadership Team Plus Members) 90,751 P:
<
Partner Member or Partner leader- Renewing Subscriber 7 0
(Partner Leader must purchase Enterprise IT Leadership Team Plus Members) 77,081 M
D 0 elegate Member or Delegate Leader-Renewal Only 7 0
(Delegate Leader must purchase IT Leadership Team Plus Members) 50,452 M
Advisor Member or Advisor Leader
(Advisor Leader must purchase IT Leadership Team Plus Members) 36,880
'Cross Function,Member L6
Enterprise 17 Leaders Initiative Team
Leader 83,442
Advisor Member 43,6171 4;
E
FAD00119 version:2020-01-28 Page I of 11
i6k
COMMONWEALTH OF VIRGINIA
VIRGINIA INFORMATION TECHNOLOGIES AGENC IT
VA-180315-GARG EXHIBIT B Schedule f Fees
Rates are effective from February 1, 2020 to January 31,2021 except where indicated.
U)
ADVISORYRESEARCH AND IC v
Enteriarlse IT Leadership Team Plus for Global Enterprise 1 to
Global Enterprises Leader 97,360
Global Enterprises Advisor Leader �
(may purchase Enterprise IT Leadership Team Plus Members) 33, 54 �
visor b r 3, 5
Cross Function Member 19,762
.. . IJ1
Enterprise IT Leadership Team Plus
Leader 72,132
Leader- Renewal Subscriber 7, 1
Advisor Member - 33,454
Cross Function Member 19,72 °
IT Leadership
Plus! c
w
Leader 33, 54
Advisor Member 33,454 H
Crass Function Member - - - 1 ,762 ai
IT TEAM PLUS WITHINDUSTRY SOLUTIONS ANNUAL
Global CIO Team Plus with Industry a Industry)-invitation Only
- -- - -
Global CIO 200,209
(visional Cl ....... 156,726 N
CD
Global IT Leader 156,726
CM
CD
Global IT Leadership Team Pius with industry (one Industry)-Invitation Only
Global Leader 14,422
Global Partner Member 11,5
Global Advisor Member 50,157
H
Executive .ProgramsTea Plus it Industry r Global Enterprises (one industry) —
,rc _--- -.�d----- ....e®.®.®... .nm M r
to al Enter rises Tea Lea er 156,831
_. row .
Global Enterprises IT Executive
(may purchase Industry Advisory Services Leadership Team Pius Members) 156,831 CD
Global Enterprises Partner
(may purchase Enterprise IT Leadership Team Picas with Industry embers) 135,558e i
Delegate Leader-Renewal Only r
(may purchase Industry Advisory Services Leadership Tears Plus Members) 59,6446
........ ............ 1. .
Advisor Leader - .v _.
(may purchase industry Advisory Services Leadership yearn Plus Members) 46,507 ay
Toss Function n Member g 1, 7
. _ ..,...... ........... .......� . . m..._._ ..,,,.., ... w_�w .,�. �.r � .� �..,.�... m� ��,. .�,.. ,..w .... .... �
.... .._.�.�,.: ti.. a, .......,...W..,......
F 000119 version7202D-01-28 Page 2 of 11
Paget Pg 493
a11.
COMMONWEALTH VIRGINIA
VIRGINIA INFORMATION TECHNOLOGIES Y(VITA)
VA-180325-GARG EXHIBIT B Schedule of Fees
Rates are effective from e rua 1, 2020 to January 31, 2021 except where indicated. o
RESEARCH AND ADVISORY SERVICES
Executive Programs Leadership Team Plus with Indus" (one industry)
Leader 107,404
IT Executive Member or IT Executive Leader
N
(IT Executive Leader must purchase Industry advisory Services Leadership Team Puss embers) 107,404
—1- .............. .,. _. ®. .. ...=x=_ _--.--
Partner Member or Partner Leader
t
(Partner Leader must purchase Enterprise IT LeadershipTeam Pius with Industry Members) 100,105 `
...... . �w
Partner Member or Partner Leader-Renewing Subscriber 7
(Partner Leader must purchase Enterprise iT Leadership Team Plus with Industry Members) 93,833
Delegate Member or Delegate Leader-Renewal Only
(Delegate Leader Must purchase industry Advisory Services Leadership Team Plus embers) 59,646
Advisor Member or Advisor Leader
(Advisor Leader must purchase Industry Advisory Services Leadership Team Plus embers) 7
A
Gross Funct ion Member 3 1,0 7
Enterprise IT Leaders Initiative Team it i ut _(one Industry)
Leader 97,498 to
Advisor Member 54,329
0
Enterprise IT Leadership
,mTeam Plas. with Industry for GlobalEnterprises (one Industry)
--- ----- eem ....d .. . ..... „n
Global Enterprises Leader 111,888
Global Enterprises Advisor Leader
(may pur ase Enterprise IT Leadership Team Plus with Industry Team embers) 2,1
visor Member
,.. 42,12
Cross Function Member 25,756
IN
Enterprise IT LeedlershipTeam Plus with In ust _2(ene in ust
Leader 5,4 2 H
Leader-Renewal Subscriber7 80,037
Advisor Member 42,128
Cross Function Member 2 ,7
121)
Industry vise ices Leadership Team Plus z(une i us )
Leader 42,128 (D,
Advisor Member 42,128
Cross Function Member 2 ,7500
--------------
®.. r
d
is
F o 119 version'.2020-01-26 Page a of 11
Packet Pg.494�
afie
COMMONWEALTH OF VIRGINIA
VIRGINIA INFORMATION TECHNOLOGIES AGENCY(VITA)
VA-180315-GARG EXHIBIT B Schedule of Fees
0
Rates are effective from FebruM 1, 2020 to January 31,2021 except where indicated. L)
RESEARCH AND ADVISORY SERVICES
ITT SO LUTI ONS ANNUAL FEE U)
Executive Programs Leadership Tearnt L%
0
Leader 87,020 24
IT Executive Member or IT Executive Leader
(IT Executive Leader must purchase IT Leadership Tears Members) 87,02P
Partner Member or Partner Leader
ar
(Partner Leader must purchase Enterprise IT Leadership Team Members) 74,076
Partner Member or Partner Leader-Renewing Subscriber
(Partner Leader must purchase Enterprise IT Leadership Team Members) 70,709
t
Delegate Member or Delegate Leader-Renewal Only
(Delegate Leader must purchase IT Leadership Team Members) 46,399
Advisor Member or Advisor Leader
(Advisor Leader must purchase IT Leadership Team Members) 33,836
Cross Function Member 23,592
Role Member 16,437
LL
Executive Programs Leadership Team Essentials [,imited AvaRa flit
y 0
Leader 87,020 .2
3
Essentials Member-Urrifted Avallab,jIlty 9,186
Enterprise IT Leadership Team
N
Leader 66,404
CD
Leader-Renewal Subscriber 61,937
C%[
Advisor Member 30,847
0
4 9 8
3
4
4
7 i
Cross Function Member 180143 z
I 1 0
Role Member 11,4110
Essentials Member 9,186
..............
IT Leadership Teami 0
Leader 30,847
——----------------------------------- -..........-...........
Advisor Member 30,847
Cross Function Member 18,143
Role Member 11,410 0
Co
Essentials Member 9,186 0 T-
zi
E
U
FAO 00119 version:2020-01-28 Page 4 of 11
EEE]
COMMONWEALTH VIP IIA
VIRGINIAINFORMATION TECHNOLOGIES C JVI`rA)
VA-180315-GARG EXHIBIT B Schedulees
Rates are effective from February 1, 2020 to January ,2021 except where indicated.
ADVISORYRESEARCH AND I
IT TEAM WITHY SOLUTIONS ANNUAL
Executive r r Leadership Team withIndustry 2(one industry)
Leader 9 , 41 N
IT Executive Member or IT Executive leader
(IT Executive leader must purchase industry Advisory Services leadership Team embers) 98,541
Partner Member or Partner Leader
(Partner Leader must purchase Enterprise IT leadership Team with Industry Members) 91,658
Partner Member or Partner Leader-Renewing Subscriber 7 -
(Partner Leader must purchase Enterprise IT Leadership Team with industry Members) 85,949L
Delegate Member or Delegate Leader-Renewal Only
(Delegate Leader must purchase Inustr=°Advisory Services Leadership ream Members) 54,745
Advisor r or Advisor Leader
(Advisor Leader must purchase Industry Advisory Services Leadership Tea Members) �12,
Cross Function Member 2E,46
Role Member 20, 0
Enterprise IT Leadership Team withIndustry
2(one Industry)
Leader 78,207 U.
Leader-Renewal Subscribes ' 73,358
Advisor Member 35, 7
Cross Function Member 23,671
Role Member 1 ,55
Essentials Member 9, 0
04
Industry Advisoryices Leadership Tea 2(one industry)
Leader 38,67
Advisor Member 38,67
Cross Function Member 2 ,671
Role Member 1 ,556 i=
Essentials Member 9,490
IT INDIVIDUAL ACCESS SOLUTIONS ANNUAL FEE
Research and for Global Executives-Invitation Only _
Global CIO 192,076
Lh
Executive Programs
....
CD
Member(Single User) Y ,089 00
Member(Multi User) 35,262
Two Additional Meetings Add-on Limited Availabilitys 17,33
FAGO0119 version:2020-01-28 Page 5 of 11
.11tl
COMMONWEALTH F VIRGINIA
VIRGINtA INFORMATIONTECHNOLOGIES AGENCY(VITA)
VA-180315-GARG EXHIBIT 8 Sc ule of Fees
Rates are effective from February 1,2020 to January 31,2021 except where indicated,
RESEARCH AND N
ADVISORYI
lExecutive Programswith Industry n Industry)
e er(Single User) 107,508
Member(Multi User) 96,55
IT Leaders
-
U
I divi u l Access Advisor(Single User) 40,839
Individual Access Advisor(Multi User) LL 30,847 0
Reference(Single User) 27,432
Reference(Multi User) 17,413
CD
v,
,m,m,m,m,—„m,m,m,m,m,m,m,m,m,m,m,-m,--
industry Advisory Services{one Industry) o
Individual Access.. visor(Single User) 49,948
Individual Access"Advisor( ulti User} 38,687
c
- m� FY
Reference(Single Users 33,681 --
Reference(Multi User) 22,941
LL
,M
Core Connect
m
Advisor(Single User)
33,694
Advisor(Multi User} , 87
Reference(Single User) 21,631
Reference(Multi User) 12,459 c
IT News and Insights-per seat R
I
MU
Li- f SERVICES F
Technical Professioni " H
Advisor 119,3755
Reference Department 80,419 LL
Advisor Tea
,920
Technical rof ssi n Is Small&Midsizesin ss( )4 s(per agency)
Advisor SML3
63,296en
Reference SMB
42,023
r
IT
Associates 100 Reserc of -L➢r it€d aiIa k �� 27,008
0
us
FA000119 version, 1- Page 6 of 11
Packs#P�.497
®1 ®
COMMONWEALTH F VIRGINIA.
VIRGINIA INFORMATION TECHNOLOGIES C IT v
VA-190315-GARG EXHIBIT ! f Fees
Rates are effective from February 1, 2020 to January 31, 2021 except h r indicated.
RESEARCH AND ADVISORY SERVICESn
GARTNER bUSINESSSERVICES
Customer is to Leaders T s
a
Leader 31, H
Advisor Member _... 31,081
Reference Member 12,975
Customer Service Ike Support Leaders _ N
Individual Access Advisor(SingleUser) s - - - 41,15 °?
31 U Adv
isor visor(Multi User) ,081 0
Individual Access .� �n..,. , m . . _. . m..vu.
'Finance Leaders Team
4
CD
Leader _ 31,081
Member 31,081
m
Reference Member 13,446 iv
Finance Leaders
Individual Access Advisor(Single User' 41,158
Individual Access visor(Multi User' 31, w
�. ..� ....,u.. ... ..._..._.. .. ., ...... .. . ...... . ... _ ..... ......... . .. ..,� . ... aa .�
Chief Hurnan Resources Officers Team 9 m
Leader 78,120
G
Advisor Member 31,081" N
Reference Member 15,8cm
03
Chief Resources icer
Individual Access Advisor(Single User) 86,057 cal
Individual Access Advisor(Multi User) 78,120
z
O
F-
Human
Resources Leaders Tea 9
w........
Leader 31,081
Advi . —
- a..�.
AdvisorMember 31, 1.
rence Member 15,803
,Human Resources Leaders '
Individual Access Advisor(Single User) 41,158
Individual Access Advisor(Multi User) 31,081
Human Resources Professionalsa ..
Up to 20 HR Professionals 38,398
_ ._ _.. _ _ _._ . e �
Up
to 5 HR Professionals 23,868
d
00011 v ion; 20 1-2 Page 7 of 11
Packet P.,g 498
COMMONWEALTH F VIRGINIA
IRI to INFORMATION TECHNOLOGIES AGE CY(VITA)
VA-190315-GARG EXHIBIT Schedule of Fees
Rates are effective from February 1,2020 to January 31,2021 except where indicated,
RESEARCH AND ADVISORY SERVICES v
Talent uron"I
Single Country 30, T5
� - O
Single Country Reference 2 ,243 a
Additional 5 Users
4,390
Additional Workbench 10,330
L
egaliiance Leaders Tea
H
_ w 26,674
Advisor Member 26,674 0
Member 10,599
CD
liance Leaders O
ccess Advisor(Single user) 35,2
Individual Access Advisor(Multi Users 26,624
Marketing Leaders Team Flues 10
Leader - 108,030
Advisor ember 41,1R9
Reference .Member _ 6, 2
16,163
Marketing Leaders
Leader 41,189
Advisor Member 41,189
Reference Member — _ ,
Marketing r I
Individual Access Advisor(Single User( 49,531
Individual Access Advisor(Multi,User)
SERVICESOTHER T PRICE
Strategic Advisory Services
Client-Remote Adviso a ent 8,343
Client-Internal Advisory Engagement 16,893
Conferences a(price per ticket) 2020 ticket pricing expires December 31,2020
2020 IT S osiu /Xpo 4,
2020 Sum m it( I,Data Center,Security, pps) 3,389
2020 Summit(excludes 131,Data Center,Security,and APRs) 2,868
2021 IT S osiu /Xpo TED
2022 Summit(BI,Data Center,Security,or Ap s) TBD
2 21 Summit(exctudes Bl,Data Center®Security,and s) TR
FA000119 version.2020-01- 8 Page S of 11
ft k4t Pg.09
EE�:]
COMMONWEALTH F VIR I I
VIRGINIA INFORMATION TECHNOLOGIES AGENCY(VITA)
VA-180315-GARG EXHIBIT B Schedule of Fees
Rates are effective from February 1,2020 to January 31, 2021 except where indicated„
RESEARCH AND ADVISORY SERVICES
LEGACY AND RENEWAL ONLY RESEARCH SERVICES
Executive r -Renewal t rIly g
Member Basic(Single User) ,7 2 0
Member Basic(Multi User) 58,861 a
-------------
Executive Programs with Industry(one industry)-Renewal On y O
Member Basic(Single User) 76,226
Member Basic(MultiUser) 69,239
m
IT Executives-Renewal On ly
CIO Signature 109,020
CIO Member(Single,User)
-CIO,Mlemberl(Mult!User) _ 87,442
CIO Essentials Member(Single User) ,
CI Essentials Member(Multi user) ,
CIO Signature Delegate -on ,, N
m
o Additional Meetings -on Limited Availability� 17,334
O
Enterprise IT Leaders Renewal Only'?
Individual Access(Single User) 79,832
Individual ..cces (Multi User) 66,404 O
individual Access(Single User) �-
-For renewing subscribers who purchased the services before February 1,2020. 73,953 CD
Individual Access(MultiUser)
CM
For renewingsubscribers o purchased the services before February1,2020. 61,876
Two si e.Meetings -Limited vailabUity 17,334
i
Industry -on (one industry) 1
I-_
SERVICESRESEARCH LIC AND NON-PROFIT HIGHEREDUCATION
UNIVERSITY OR L ANNUAL iz
Care IT Research for Higher Education(per student campus) 93
Campus Reference for a community college 28,780
Cam _of ranee for a coil-e r u"n Ive rsi i 11 to 4,999 t ent FT28,780
Campus erenc r a college or university it o9,99 9 Stu dent'FTE 57,560
Campus Reference for a college or university i 10,000 to 24,999 Student F
T-
Campus Reference for a college or university with 25,000+Student FTE 115,120 c
Technical Professionals for Higher Education(per student campus)4 j
Adviser for IT Staffl of a college or university 63,296
,.. u
Reference for IT Staff only of a college or university 42.0231 N
v
R
FA000119 version:2020-01-28 Page 9 of 11
Pa+�ket Pg 50�.
EEHI
r
COMMONWEALTH F VIRGINIA
VIRGINIA INFORMATIO14 TECHNOLOGIES AGENCY(VITA)
VA-180315-GARG EXHIBITu f Fees
Rates are effective from February 1,2020 to January 31,2021 except here indicated. 0
U)
RESEARCH AND ADVISORY SERVICESv
IT PROFESSIONAL SERVICESHOURLY RATES
Vice r J t 5
Senior Director 467
Director _ `>
.., 35
Associate Director - v 369
Sr.Consultant 27
Consultant 215 as
Associate Consultant 154
w
Purchasing terms and conditions-
"SingleUser"applies to a buying center that has one individual license;"Multi User"applies to a buying center that has at
least two qualifying licenses within the same agency or municipality. To qualify for Multi User price levels,services must
e ordered on the same Service Agreement or Purchase Order and reflect a common"Bill To"address. Strategic Advisory
Services,Conferences,and Add-on services do not contribute towards Multi User pricing qualification,
x Team licenses require the purchase of a team configuration and are not available for purchase as standalone licenses.
Certain team solutions are invitation only services as indicated In the pricing table.A maximum of one Leader per team.
Each Leader type license must have three( )to ten( )team member licenses.A minimum of three(3)Advisor and/or LL
Cross Function team e er licenses required per Team with an Enterprise IT Leadership Leader or Partner license.
Executive Programs Leadership team solutions with one Leader and less than three( )team member licenses Is
permissible so long as one of the team member licenses is an IT Executive or a Partner Leader with at least three( )
Advisor and/or Cross Function team member licenses.Global CIO team solutions with one Leader and less than three( )
team member licenses is permissible,All licenses in a Team must be coterminous and of the same team type.For example, Cn
a Team Plus configuration may only contain Team Plus licenses and cannot include other types of team licenses such as
Tea m Plus with Industry,Tea (non-Plus),G to al CIO Team etc.
z Team with Industry licenses require the purchase of a team configuration and are not available for purchase as cV
standalone licenses.Certain team solutions are invitation only services as Indicated in the pricing table.A maximum of one
f
Leader per team.Each Leader type license must have three( )to ten(10)team member licenses.A minimum of three( )
Advisor and/or Cross Function team member licenses required per Team with an Enterprise IT Leadership Leader or 0
Partner license.Executive Programs Leadership team solutions with one Leader and less than three( )team member
licenses is permissible so long as one of the team member licenses Is an IT Executive or a Partner Leader with at least three IL
-
( )Advisor and/or Cross Function team member licenses,Global CIO team solutions with one Leader and less than three is
( )team member licenses is permissible.All licenses in a Team must be caterminous and of the same team type.For
example,a Team plus with Industry configuration may only contain Team Plus with industry licenses for the same industry
and cannot include other types of team licenses such as Team with Indust (non-Plus),Team Plus,Team(no industry,non-
Plus),Global CIO Team etc.Team solutions with Industry Advisory Services is for one industry and all licenses in the team
must purchase access to the same industry.
a Availability is limited.Please check with your Gartner Sales representative before ordering. 00
r
1
4 CC
Purchasing prerequisite and/or cli lbility requirements apply. Check with Sales representatives before purchasing.
s Technical Professionals is a per agency license available only to eligible small and medium size agencies with 4,000
or fewer employees. Please check With Sales representatives before purchasing.
v
FA000119 version 2020-01-28 Page 10 of 11
Packs#Pg lSOt
r------------n
. ®
COMMONWEALTH OF VIRGINIA
VIRGINIA INFORMATION TECHNOLOGIES AGENCY(VITA)
VA-180315-GARG EXHIBIT B Schedule of Fees
Rates are effective from February 1.2020 to January 31,2021 except where indicated. 0
RESEARCH AND ADVISORY SERVICES
6 Conferences ticket prices apply to orders received by December 31st of the year Indicated. For example,2020 U)
Z'
Symposium ticket price applies to orders received on or before December 31,2020, Future ticket prices have not be 0
42
released;please check with account representatives for future pricing at the time of purchase, >
Renewal Only and Renewing Subscriber services and pricing are available to eligible license holders who purchased the
service listed on or before the date specified below and continuously purchase the service thereafter. Please check with
Sales Representative for availability and eligibility before ordering,
U)
Team Partner Member and Partner Leader licenses:purchased on or before February 1,2020
Team Delegate Member and Delegate Leader licenses:purchased on or before February 1,2020
Enterprise IT Leadership Team Leader:purchased on or before February 1,2020
Enterprise IT Leaders Individual Access licenses,purchased on or before February 1,2020
Executive Programs Member Basic and Member Basic with Industry.purchased on or before April 1,2019
0
IT Executives:purchased on or before September 1,2015
Higher Education products are only available to eligible public and not-for-profit Higher Education colleges or universities.
A Care IT Research Reference for Higher Education license is for onE designated,student campus based on the total full
time equivalent(FTE)student enrollment of the college or university, as assessed at the time of purchase,Purchas',ng U)
prerequisites apply.Check with Sales representatives before purchasing,
LL
Gartner Business Services Team licenses require the purchase of a team configuration and are not available for purchase 0
as standalone licenses. A maximum of one Team Leader per Team. Each Team Leader type license must have three(3)to .2
ten(10)Team Members coterannous with the Leader Ilcensep A Customer Service&Support Team or Legal&Compliance
Leaders Team with one Team Leader and two Tearn Members is permissible, Ali censes in a Team must be of the same
:business domain;for example,a Finance Leaders Team may only consist of Finance Leaders Team licenses,Human
Resources Professionals requires the purchase and maintenance of a coterminous Chief Human Resources Officers Team or
Q
Human Resources Team. N
0
CD
Marketing Team Plus licenses require the purchase of a team configuration and are not available for purchase 35
Stan one licenses.A maximum of one Leader per Team. Each Leader license must have three(3)to six(6)coterminous
Team Rus Member licenses, All licenses in a Tears Plus so ution,including subteann members,rriust be"Team Plus"type z
licenses, 0
Gartner reserves the right to refresh Its pricing and product offerings on a quarterly basis consistent with the prices
listed in the Gartner GSA Group 70 IT schedule price list to be supplemented as required by any mandatorlie IT, feles,in
cases where Gartner GSA Group 70 IT pricing ls not available,the pricing will be based upon and consistent with 0
Gartner"s next best pricing level(i.e.Gartner's State Local Government pricing structure)i. 2
0
re
FA000119 version.2020-01-28 Page 11 of 11