Agenda packet — Ontario City Council, February 3, 2026 (part 1 of 2)

CITY OF ONTARIO
Regular City Council/Housing Authority
Meeting

FEBRUARY
3, 2026
City Hall
303 East B Street, Ontario, CA 91764

MAYOR PAUL S. LEON • MAYOR PRO TEM ALAN D. WAPNER
COUNCIL MEMBERS JIM W. BOWMAN, DEBRA PORADA AND DAISY MACIAS CITY CLERK SHEILA MAUTZ • TREASURER JAMES R. MILHISER
CITY MANAGER SCOTT OCHOA • CITY ATTORNEY RUBEN DURAN

WELCOME TO A MEETING OF THE ONTARIO CITY COUNCIL

All documents for public review are on ﬁle with the Records Management/City Clerk's Department located at 303 East B Street, Ontario, CA 91764.

Anyone wishing to speak in person during public comment or on a particular item will be required to ﬁll out a blue slip. Blue slips must be turned in prior to public comment beginning or before an agenda item is taken up. The Clerk will not accept blue slips after that time.

To submit written public comments by email, please send your name, the agenda item you are commenting on, and your comments to
[email protected]
. The public comment
submission window opens at the time the agenda is published and remains open until 4:00 p.m. on the day of the meeting. All comments received during this timeframe will be forwarded to the City Council for consideration before action is taken on the matter and will be entered into the record.

Speakers will be alerted when they have 1 minute remaining and when their time is up. Speakers are then to return to their seats and no further comments will be permitted.

In accordance with State Law, remarks during public comment are to be limited to subjects within Council's jurisdiction. Remarks on other agenda items will be limited to those items.

Remarks from those seated or standing in the back of the chamber will not permitted. All those wishing to speak including Council and Staff need to be recognized by the Chair before speaking.

CITY OF ONTARIO Regular City Council/Housing Authority Meeting CITY HALL 303 EAST B STREET, ONTARIO CA 91764 • www.OntarioCA.gov 1

ACCOMMODATIONS

If you need special assistance or accommodations to participate in this meeting, please contact the City Clerk's oﬃce at 909-395-2009. Notiﬁcation of 48 hours prior to the meeting will help the City make reasonable arrangements. Equipment for the hearing impaired is available in the Records Management Office.

ORDER OF BUSINESS

The regular City Council and Housing Authority meeting begins with Closed Session and Closed Session Comment at
6:00 p.m.
, Public Comment at 6:30 p.m. immediately followed by the Regular Meeting and Public Hearings. No agenda item will be introduced for consideration after 10:00 p.m. except by majority vote of the City Council.

CALL TO ORDER
(OPEN SESSION)

ROLL CALL

Wapner, Bowman, Porada, Macias, Mayor/Chairman Leon

INFORMATION RELATIVE TO POSSIBLE CONFLICT OF INTEREST
Agenda item contractors, subcontractors and agents may require member abstentions due to conﬂict of interests and ﬁnancial interests. Council Member abstentions shall be stated under this item for recordation on the appropriate item.

CLOSED SESSION PUBLIC COMMENT

The Closed Session Public Comment portion of the Council/Housing Authority meeting is limited to matters appearing on the Closed Session. Additional opportunities for further Public Comment will be given during and at the end of the meeting.

CLOSED SESSION
GC 54956.9 (d)(1), CONFERENCE WITH LEGAL COUNSEL, EXISTING LITIGATION:

Princessa Kemp; Estate of Kirk Kemp, by and thru its successor-in-Interest, Princessa Kemp; Jonathan Kemp, et al v. City of Ontario, Ontario Police Department, County of San Bernardino and Does 1-25, Inclusive; location, Case No. 2PSCV02059

CITY OF ONTARIO Regular City Council/Housing Authority Meeting CITY HALL 303 EAST B STREET, ONTARIO CA 91764 • www.OntarioCA.gov 2

ATTACHMENT:

20260203 Closed Session
GC 54956.9 (d)(1), CONFERENCE WITH LEGAL COUNSEL, SETTLEMENT OF WORKERS COMPENSATION CLAIM:

WCAB No: ADJ20803685 and ADJ20803197

PLEDGE OF ALLEGIANCE
Council Member Macias

INVOCATION
Rabbi Stephen Epstein, Temple Sholom of Ontario

REPORT ON CLOSED SESSION
City Attorney
PUBLIC COMMENTS 6:30 P.M.

The Public Comment portion of the Council/Housing Authority meeting is limited to 30 minutes.

An opportunity for further Public Comment may be given at the end of the meeting. Under provisions of the Brown Act, Council is prohibited from taking action on oral requests. As previously noted -- if you wish to address the Council, fill out one of the blue slips at the rear of the chambers and give it to the City Clerk.

AGENDA REVIEW/ANNOUNCEMENTS
The City Manager will go over all updated materials and correspondence received after the Agenda was distributed to ensure Council Members have received them. He will also make any necessary recommendations regarding Agenda modiﬁcations or announcements regarding Agenda items to be considered.

CONSENT CALENDAR

All matters listed under CONSENT CALENDAR will be enacted by one motion in the form listed below – there will be no separate discussion on these items prior to the time Council votes on them, unless a member of the Council requests a speciﬁc item be removed from the Consent Calendar for a separate vote.

CITY OF ONTARIO Regular City Council/Housing Authority Meeting CITY HALL 303 EAST B STREET, ONTARIO CA 91764 • www.OntarioCA.gov 3

1. APPROVAL OF MINUTES

ATTACHMENT:

20260106 Minutes (Not Official Until Approved).docx

2. BILLS & PAYROLL

3. A DEVELOPMENT IMPACT FEE CREDIT AGREEMENT (FILE NO. PDIF25-001) BETWEEN THE

CITY OF ONTARIO AND KB HOME CAL MANAGEMENT SERVICES LLC FOR FACILITY CONSTRUCTION ASSOCIATED WITH TRACT MAP 20472 (FILE NO. PMTT21-018), LOCATED

AT THE SOUTHWEST CORNER OF EUCALYPTUS AVENUE AND HAVEN AVENUE, WITHIN THE SUBAREA 29 SPECIFIC PLAN

ATTACHMENT:

PDIF25-001 KB Home TM 20472 Partially Executed Signed by Developer.pdf

4. A RESOLUTION TO UPHOLD THE ARBITRATOR'S DECISION REGARDING THE JORDAN

TOLENTINO MATTER

ATTACHMENT:

Reso Adopting Hearing Officers Decision Tolentino Jordan RM

5. DESIGNATION OF VOTING DELEGATES FOR THE SOUTHERN CALIFORNIA ASSOCIATION OF

GOVERNMENTS (SCAG) ANNUAL GENERAL ASSEMBLY MEETING

6. AN AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT WITH ROBERT COFFEE

ARCHITECT AND ASSOCIATES FOR THE ANTHONY MUNOZ COMMUNITY CENTER

GYMNASIUM PROJECT
Minutes for the cancelled meetings of the City Council and Housing Authority of January 6, 2026, and approving same as on file in the Records Management Department.

Bills December 27, 2025 through January 15, 2026, and Payroll December 14, 2025 through December 27, 2025.

That the City Council approve the Development Impact Fee Credit Agreement (File No. PDIF25- 001) between the City of Ontario and KB HOME CAL MANAGEMENT SERVICES LLC for facility construction associated with Tract Map 20472 (File No. PMTT21-018), located at the southwest corner of Eucalyptus Avenue and Haven Avenue, within the Subarea 29 Speciﬁc Plan, and authorize the City Manager to execute the Agreement.

That the City Council adopt a Resolution making certain ﬁndings and upholding the arbitrator's decision regarding the Jordan Tolentino matter.

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ONTARIO, CALIFORNIA, MAKING CERTAIN FINDINGS AND APPROVING AND UPHOLDING THE ARBITRATOR’S AUGUST 11, 2025, DECISION REGARDING JORDAN TOLENTINO.

That the City Council appoint Council Member Debra Porada as the City Delegate Representative and Mayor Paul Leon as the alternate.

CITY OF ONTARIO Regular City Council/Housing Authority Meeting CITY HALL 303 EAST B STREET, ONTARIO CA 91764 • www.OntarioCA.gov 4

ATTACHMENT:

Robert Coffee Architect and Associates Amdt No. 2.pdf

7. AN AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT WITH MOBILEMATICS DBA

CLOUDNOMICS

ATTACHMENT:

USE_Amendment 2_Mobilematics Professional Services Agreement.pdf

8. AN AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT WITH HEXAGON SAFETY &

INFRASTRUCTURE

ATTACHMENT:

Amendment_2_Professional_Services_Agreement_Hexagon_1-21- 2025.pdf

9. AUTHORIZE A SERVICE AGREEMENT WITH INFO-TECH RESEARCH GROUP

ATTACHMENT:

Renewal_Info-Tech Management 3YR Advisory Renewal Proposal.pdf

ATTACHMENT:

GSA Agreement_GS-35F-298GA.pdf

10. INTRODUCTION OF AN ORDINANCE APPROVING A MILITARY EQUIPMENT USE POLICY PURSUANT TO GOVERNMENT CODE SECTIONS 7070, ET. SEQ.

That the City Council take the following actions:

A
.

Authorize the City Manager, or his designee, to execute Amendment No. 2 to the Professional Services Agreement with Robert Coﬀee Architect and Associates, of Dripping Springs, Texas, to provide additional scope of work for the Anthony Munoz Community Center Gymnasium Project in the amount of $14,200 for a total not-to- exceed contract amount of $986,020; and
B
.

Authorize the City Manager, or his designee, to execute all documents required for the completion of the project which may include, but not limited to, agreements, assessments, easements, reduction of retention accounts, contract amendments within the authorization limits, and ﬁling a notice of completion at the conclusion of all construction-related activities.

That the City Council authorize the City Manager or his designee to execute Amendment No. 2 to the Professional Services Agreement with Mobilematics DBA Cloudnomics of Santa Clara, California, for ﬁrewall support, in a contract amount not to exceed $257,100, and an additional 3-year term.

That the City Council authorize the City Manager or his designee to execute Amendment No. 2 to the Professional Services Agreement with Hexagon Safety & Infrastructure, of Madison, Alabama, for the Public Safety Dispatch and Police Report Management Systems Replacement Projects, in a contract amount not-to-exceed $9,123,734.

That the City Council authorize the City Manager or his designee to execute a three-year Service Agreement with Info-Tech Research Group, of Las Vegas, Nevada for Consulting Services, in a contract amount not-to-exceed $250,686.

ADMINISTRATIVE REPORTS/DISCUSSION/ACTION
CITY OF ONTARIO Regular City Council/Housing Authority Meeting CITY HALL 303 EAST B STREET, ONTARIO CA 91764 • www.OntarioCA.gov 5

ATTACHMENT:

AB 481 ORD 2026_RM.docx

ATTACHMENT:

Exhibit A(1) Policy 704 Remote Controlled Unmanned Ground Vehicle.pdf

ATTACHMENT:

Exhibit A(2) Policy 708 Military Equipment.pdf

ATTACHMENT:

Exhibit B OPD 481 Military List DRAFT 2026 01 01.pdf

11. JAY LITTLETON BALL PARK

ATTACHMENT:

Jay Littleton Presentation.pdf
That the City Council introduce and waive further reading of an Ordinance annually adopting the Military Equipment Use Policy and approving the itemized military grade equipment currently in possession of the Ontario Police Department.

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ONTARIO, CALIFORNIA, ADOPTING A MILITARY EQUIPMENT USE POLICY PURSUANT TO GOVERNMENT CODE §§ 7070, ET. SEQ.

That the City Council hear a presentation regarding conceptual plans for Jay Littleton Ball Park and review corresponding reports.

STAFF MATTERS

City Manager Ochoa

COUNCIL MATTERS

Boards & Commissions Appointment

Mayor Leon
Mayor pro Tem Wapner
Council Member Bowman
Council Member Porada
Council Member Macias

ADJOURNMENT
CITY OF ONTARIO Regular City Council/Housing Authority Meeting CITY HALL 303 EAST B STREET, ONTARIO CA 91764 • www.OntarioCA.gov 6

CITY OF ONTARIO

CLOSED SESSION REPORT
City Council // Housing Authority // Other // (GC 54957.1) February 3, 2026

ROLL CALL: Wapner _, Bowman _, Porada _, Macias _, Mayor / Chairman Leon _.

STAFF: City Manager / Executive Director __, City Attorney __

In attendance: Wapner _, Bowman _, Porada _, Macias _, Mayor / Chairman Leon _.

 GC 54956.9 (d)(1), CONFERENCE WITH LEGAL COUNSEL, EXISTING LITIGATION:

No Reportable Action Continue Approved

/ / / / / /

Disposition: _________________________________________________________________

In attendance: Wapner _, Bowman _, Porada _, Macias _, Mayor / Chairman Leon _.

 GC 54956.9 (d)(1), CONFERENCE WITH LEGAL COUNSEL, SETTLEMENT OF WORKERS’ COMPENSATION CLAIM:

WCAB No: ADJ20803685 and ADJ20803197

No Reportable Action Continue Approved

/ / / / / /

Disposition: _________________________________________________________________

Reported by:

___________________________________________
City Attorney / City Manager / Executive Director
7 ONTARIO CITY COUNCIL/

ONTARIO HOUSING AUTHORITY

MINUTES
JANUARY 6, 2026
(not official until approved)

JOINT MEETINGS

The Regular Joint Meetings of the Ontario City Council and the Ontario Housing Authority scheduled for January 6, 2026, were cancelled.

Respectfully submitted,

___________________________________________________
CLAUDIA Y. ISBELL, MMC,

ASSISTANT CITY CLERK/SECRETARY

APPROVED:

___________________________________________________
PAUL S. LEON, MAYOR/CHAIRMAN

8 Department: Financial Services
Prepared By: Jessica
Ban
Department:

Prepared By: Jessica
Ban
Staff Member Presenting: Armen Harkalyan,
Executive Director of Finance
Approved By:

Submitted To: Council/OHA
Approved: _______________________________
Continued To: ___________________________
Denied: __________________________________
Item No: 3
SUBJECT:

A DEVELOPMENT IMPACT FEE CREDIT AGREEMENT (FILE NO. PDIF25-001)

BETWEEN THE CITY OF ONTARIO AND KB HOME CAL MANAGEMENT SERVICES LLC FOR FACILITY CONSTRUCTION ASSOCIATED WITH TRACT MAP 20472 (FILE NO. PMTT21-018), LOCATED AT THE SOUTHWEST CORNER OF EUCALYPTUS AVENUE AND HAVEN AVENUE, WITHIN THE SUBAREA 29 SPECIFIC PLAN

CITY OF ONTARIO
Agenda Report
February
3, 2026
SECTION:

CONSENT CALENDAR

RECOMMENDATION:

That the City Council approve the Development Impact Fee Credit Agreement (File No. PDIF25-001) between the City of Ontario and KB HOME CAL MANAGEMENT SERVICES LLC for facility construction associated with Tract Map 20472 (File No. PMTT21-018), located at the southwest corner of Eucalyptus Avenue and Haven Avenue, within the Subarea 29 Speciﬁc Plan, and authorize the City Manager to execute the Agreement.

THE FOLLOWING COUNCIL GOALS ARE BEING ACHIEVED:

Invest in the Growth and Evolution of the City's Economy Operate in a Businesslike Manner
Invest in the City's Infrastructure (Water, Streets, Sewers, Parks, Storm Drains and Public Facilities)
Ensure the Development of a Well Planned, Balanced, and Self-Sustaining Community in Ontario Ranch
FISCAL IMPACT:

Approval of the proposed Development Impact Fee (DIF) Credit Agreement (File No. PDIF25-001) will not result in any ﬁscal impact to the City’s General Fund. The project’s Development Agreement (File No. PDA21-012) and related conditions require KB HOME CAL MANAGEMENT SERVICES LLC (hereinafter referred to as “Developer”) to construct DIF program infrastructure with estimated costs of $2,244,628. The proposed DIF Credit Agreement deﬁnes the amount of DIF credit that the Developer may be eligible to receive for construction of the improvements. The DIF credit that the Developer will receive upon completion of the improvements may be exchanged for a refund of the DIF fees paid by the Developer (up to the Developer’s maximum DIF obligation) in the respective DIF category.

9 BACKGROUND & ANALYSIS:

On February 6, 2024, the City Council approved the Development Agreement (File No. PDA21-012) between the City of Ontario and Richland Meadowland, LTD, Strack Farms Land, LLC, and RMD Inland Investors, LLC (collectively hereinafter "Owner"), for Tract Map 20472. On June 4, 2024, a partial assignment and assumption of PDA21-012 was executed between Owner and KB Home Cal Management Services LLC.

In accordance with the Development Agreement and related conditions, the Developer is required to construct DIF Program infrastructure to serve TM 20472. Improvements include installation of recycled water, streets, and ﬁber optics facilities in Haven Avenue and Eucalyptus Avenue and a half-mile signal on Haven Avenue at Eucalyptus Avenue.

Pursuant to the City's adopted DIF Credit and/or Reimbursement policies, construction of DIF Program facilities requires the Developer and the City to enter into a DIF Credit and/or Reimbursement Agreement, which speciﬁes the infrastructure to be constructed by the Developer and includes an estimate of the maximum DIF credit that may be applied in the applicable Regional/Local DIF categories. These infrastructure improvements are within the Ontario Ranch recycled water, streets, and ﬁber optics system categories. Since the maximum eligible costs for the required infrastructure exceed the Developer’s DIF obligation, the Developer is eligible to receive DIF Credit under the proposed Agreement.

The proposed Agreement complies with the City's DIF policies and conforms with the approved Development Plan and associated Conditions of Approval. Under the provisions of the City's DIF Program, the City Manager is authorized to execute this Agreement upon approval by the City Council.
10 11
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16 17
18 19
20 21
22 23
24 25
26 27
28 29
30 31
32 33
34 35
36 37
38 39
40 41
42 Department: Human Resources
Prepared By: Reed Sigler
Staff Member Presenting: Angela C. Lopez,
Executive Director Human Resources
Approved By:

Submitted To: Council/OHA
Approved: _______________________________
Continued To: ___________________________
Denied: __________________________________
Item No: 4
SUBJECT:

A RESOLUTION TO UPHOLD THE ARBITRATOR'S DECISION REGARDING THE

JORDAN TOLENTINO MATTER

CITY OF ONTARIO
Agenda Report
February
3, 2026
SECTION:

CONSENT CALENDAR

RECOMMENDATION:

That the City Council adopt a Resolution making certain ﬁndings and upholding the arbitrator's decision regarding the Jordan Tolentino matter.

THE FOLLOWING COUNCIL GOALS ARE BEING ACHIEVED:

Operate in a Businesslike Manner
FISCAL IMPACT:

There is no fiscal impact related to the Resolution.

BACKGROUND & ANALYSIS:

On August 7, 2024, Police Oﬃcer Jordan Tolentino (Tolentino) was involuntarily terminated from his position as a Police Oﬃcer with the Ontario Police Department.

Tolentino subsequently appealed the termination pursuant to Article XIII of the Memorandum of Understanding (MOU) between the City and the Ontario Police Officers Association (OPOA).

Consistent with the OPOA MOU, Tolentino's appeal of his termination was initially heard by City Manager Scott Ochoa (Ochoa) as a Level IV grievance. In his Level IV response, Ochoa informed Tolentino that he decided to uphold the termination. Tolentino then made a timely request for an appeal hearing per Section 13.06 of the OPOA MOU.

On February 27, 2025, Hearing Oﬃcer Kenneth A. Perea (Hearing Oﬃcer Perea) presided over an arbitration hearing regarding the termination of Tolentino. On August 11, 2025, Hearing Oﬃcer Perea issued his Findings and Award, in which he found just cause for Tolentino's termination from employment with the City of Ontario Police Department.
43 RESOLUTION NO. ________

A RESOLUTION OF THE CI TY COUNCIL OF THE CI TY OF ONTARIO,

CALIFORNIA, MAKING CERTAIN FINDI NGS AND APPROVING AN D UPHOLDING THE ARBITR ATOR’S AUGUST 11, 2025, DECISION
REGARDING JORDAN TOLENTINO.

WHEREAS, the City Council of the City of Ontario (“City Council”) is authorized, pursuant to the Memorandum of Understanding between the Ontario Police Officers ’ Association and City of Ontario (“MOU”), to review and approve personnel decisions of hearing officers regarding employees of the City; and
WHEREAS, Jordan Tolentino (“Appellant”) was employed as a Police Officer in the Police Department of the City of Ontario; and
WHEREAS, Appellant was the subject of disciplinary action resulting in termination by the City; and
WHEREAS, Appellant caused to be filed a grievance concerning said disciplinary action; and
WHEREAS, on August 1 1, 2025 , the hearing officer hearing such disciplinary matter rendered their decision, making certain findings of facts, conclusions of law, upholding the disciplinary action of termination, and denying Appellant’s grievance; and WHEREAS, pursuant to Government Code Section 54957, by letter dated December 18, 2025, the City notified Appellant’s legal counsel, in writing, of Appellant’s right to have the City Council hear the matter in open or closed session, which right was not exercised by Appellant; and
WHEREAS, all other prerequisites to this Resolution have taken place.

NOW THEREFORE, be it resolved the City Council hereby finds and determines the following:

SECTION 1. That the City Council hereby approves and upholds the hearing officer’s August 11, 2025, written decision, and adopts as its own all of the findings of fact and conclusions of law contained therein. Said written decision is hereby incorporated by reference into this Resolution, as though fully set forth herein.

SECTION 2. Based upon said findings of fact and conclusions of law, the City Council hereby finds, based on a preponderance of the evidence, that the disciplinary action was for “just cause” and was reasonable.

SECTION 3. That City staff are hereby directed to provide a written copy of this Resolution to the Appellant, including an affidavit of mailing.

44 SECTION 4. The Mayor of the City shall sign this Resolution and the City Clerk shall attest and certify to the passage and adoption thereof.

SECTION 5. This Resolution shall take effect on February 3, 2026.

The City Clerk shall certify as to the adoption of this Resolution.

PASSED, APPROVED, AND ADOPTED this 3rd day of February 2026.

_____________________________________
PAUL S. LEON, MAYOR

ATTEST:

____________________________________

SHEILA MAUTZ, CITY CLERK

APPROVED AS TO FORM:

____________________________________

BEST BEST & KRIEGER LLP

CITY ATTORNEY

45 STATE OF CALIFORNIA )

COUNTY OF SAN BERNARDINO )

CITY OF ONTARIO )

I, SHEILA MAUTZ, City Clerk of the City of Ontario, DO HEREBY CERTIFY that foregoing Resolution No. 2026- was duly passed and adopted by the City Council of the City of Ontario at their regular meeting held February 3, 2026, by the following roll call vote, to wit:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

____________________________________

SHEILA MAUTZ, CITY CLERK

(SEAL)

The foregoing is the original of Resolution No. 202 6- duly passed and adopted by the Ontario City Council at their regular meeting held February 3, 2026.

_____________________________________

SHEILA MAUTZ, CITY CLERK

(SEAL)

46 Department: Management Services
Prepared By: Jordan T Villwock
Staff Member Presenting: Darlene M. Sanchez,
Assistant City Manager
Approved By:

Submitted To: Council/OHA
Approved: _______________________________
Continued To: ___________________________
Denied: __________________________________
Item No: 5
SUBJECT:

DESIGNATION OF VOTING DELEGATES FOR THE SOUTHERN CALIFORNIA

ASSOCIATION OF GOVERNMENTS (SCAG) ANNUAL GENERAL ASSEMBLY MEETING

CITY OF ONTARIO
Agenda Report
February
3, 2026
SECTION:

CONSENT CALENDAR

RECOMMENDATION:

That the City Council appoint Council Member Debra Porada as the City Delegate Representative and Mayor Paul Leon as the alternate.

THE FOLLOWING COUNCIL GOALS ARE BEING ACHIEVED:

Pursue City's Goals and Objectives by Working with Other Governmental Agencies FISCAL IMPACT:

There is no direct ﬁscal impact with this action. However, representation and participation in SCAG's upcoming business meeting will help guide SCAG policy on matters which may have an impact on the City.

BACKGROUND & ANALYSIS:

Southern California Association of Governments has scheduled its Annual General Assembly Meeting for May 7, 2026 in Palm Desert, California. At the meeting, the SCAG representative will consider and take action on resolutions that establish SCAG policy.

Consistent with SCAG's bylaws, a city's voting delegate and alternate must be designated by City Council action.
47 Department: Public Works
Prepared By: Gil H Mars
Staff Member Presenting: Tito Haes, Executive
Director Public Works
Reviewed By: Bonnie Tam, Andrea Ampig
Approved By:

Submitted To: Council/OHA
Approved: _______________________________
Continued To: ___________________________
Denied: __________________________________
Item No: 6
SUBJECT:

AN AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT WITH ROBERT

COFFEE ARCHITECT AND ASSOCIATES FOR THE ANTHONY MUNOZ COMMUNITY

CENTER GYMNASIUM PROJECT

CITY OF ONTARIO
Agenda Report
February
3, 2026
SECTION:

CONSENT CALENDAR

RECOMMENDATION:

That the City Council take the following actions:

A
.

Authorize the City Manager, or his designee, to execute all documents required for the completion of the project which may include, but not limited to, agreements, assessments, easements, reduction of retention accounts, contract amendments within the authorization limits, and filing a notice of completion at the conclusion of all construction-related activities.

THE FOLLOWING COUNCIL GOALS ARE BEING ACHIEVED:

Invest in the City's Infrastructure (Water, Streets, Sewers, Parks, Storm Drains and Public Facilities)
Encourage, Provide or Support Enhanced Recreational, Educational, Cultural and Healthy City Programs, Policies and Activities
FISCAL IMPACT:

The proposed Amendment No. 2 to the Professional Services Agreement with Robert Coﬀee Architect and Associates is in the amount of $14,200 for a total not-to-exceed contract amount of $986,020. The 2025-26 Adopted Budget includes appropriations in the Capital Projects – Measure Q Fund for the Anthony Munoz Community Center Gymnasium Project.

BACKGROUND & ANALYSIS:

On October 17, 2023, the City Council approved the Professional Services Agreement with Robert Coﬀee Architect and Associates for the design of the Anthony Munoz Community Center Gymnasium Project. Amendment No. 1 was approved on July 2, 2025, to extend the contract term to December 31, 2026.

48 Staﬀ recommends approving the proposed Amendment No. 2 to allow for the design of oﬀsite improvements, including ﬁber optic, potable water, and crosswalk signing and striping improvements, by the civil and electrical engineering design team. The design work is estimated to be completed by March 2026 with construction being complete by November 2027. 49 46700.00100\33287662.1

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BB&K 2020

AMENDM
ENT NO. 2 TO THE PROFESSIONAL SERVICES AGREEMENT

BETWEEN THE CITY OF ONTARIO AND

ROBERT COFFEE ARCHITECT AND ASSOCIATES

1. Part
ies and Date.

This
Amendment No. 2 to the Agreement (as defined herein) is made and entered as of ____________, by and between the City of Ontario (“City”) and Robert Coffee Architect and Associates, a Sole Proprietor (“Consultant”) . City and Consultant are sometimes individually referred to as “Party” and collectively as “Parties.”

2. Recit
als.

2.1 Agreement. Th e City and Consultant have entered into an ag reement entitled Professional Services Agreement dated October 17, 2023 (“Agreement”).

2.2 Amendment
Purpose. The City and Consultant desire to amend the Agreement to add services to
the scope of work for the D&C23-015 Anthony Munoz Gymnasium project. This will increase the amount by $14,200 for a new not to exceed agreement amount of $986,020. The Parties have heretofore entered into that Amendment No. 1 dated July 2, 2025.

2.3 Amendment Authority. This Amendment No. 2 is authorized pursuant to Section

3.7.14 of the Agreement.

3. Terms
.

3.1 A
mendment. Section 3.1.1 and 3.2.1 of the Agreement is hereby amended in its entirety to read as follows:
"3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional Architectural Design consulting services necessary for the Project ("Services"). The Services are mo re particularly described in Ex hibit "A". All Services shall be subject to, and performed in accordance with, PAUL S. LEON
MAYOR
ALAN D. W
APNER

MAYOR PRO TEM
JIM W
. BOWMAN

DEBRA PORADA

DAISY MACIAS

COUNCIL MEMBERS

SHEILA MAUTZ

CITY CLERK
JAM
ES R. MILHISER

CITY TREASURER
SCOT

T OCHOA

CITY MANAGER
50 46700.00100\33287662.1

Page 2 of 3 ends

BB&K 2020

this Agreement, the exhibits attached hereto and inco rporated herein by reference, and all app licable local, state and federal laws, rules and regulations.

3.2.1 Compensation . Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit "B". The total compen sation shall not ex ceed Nine Hundred Eighty-Six Thousand and Twenty Dollars with no cents ($986,020.00) without written approval of the City Council or City Manager, as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.

Exhibit “A” – Scope of Services is hereby amended to add Attachment A which is hereto and incorporate herein by reference. All other previously added or dele ted scope of services are retained in their entirety.

3.2 Continuing Effect of Agreement . Except as amended by this Amendment No. 2, all other provisions of the Agreement remain in full force and effect and shall govern the actions of the parties under this Amendment No. 2. From and after the date of this Amendment No. 2, whenever the term “Agreement” ap pears in the Agreement, it sh all mean the Agreement as amended by this Amendment N o. 2.

3.3 Adequate Consideration. The Parties h ereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 2.

3.4 Severability. If any portion of this Amendment No. 2 is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

3.5 Integration. This Amendment represents the entirety of the Parties’ understanding relating to the subject of this Amendment, including written or verbal communications between the Parties, which shall have no relevance unless expressly incorporated herein. This is an integrated amendment.
[SIGNATURES ON FOLLOWING PAGE]
51 46700.00100\33287662.1

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BB&K 2020

SIGNATURE PAGE FOR AMENDMENT NO. 2 TO THE PROFESSIONAL SERVICES

AGREEMENT BETWEEN THE CITY OF ONTARIO

AND ROBERT COFFEE ARCHITECT AND ASSOCIATES
IN WITNESS WHEREOF, the Parties have entered into this Amendment No. 2 as of the day and year first above written.

CITY OF ONTARIO ROBERT COFFEE ARCHITECT AND

ASSOCIATES
By:

Its:

Printed Name:

By:

Its:

Printed Name:
[I
f Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
Approved By:

Scott Ochoa
City Manager
Approved as to Form:
_____________________________________
Best Best & Krieger LLP
City Attorney
At
tested By:

City Clerk
52 RCA+A
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Robert R. Coffee Architect + Associates
183 McKellar Road
Dripping Springs, TX 78620
T 949-697-2326
January 10, 2026
Gil Mars
Design & Construction – Construction Project Manager
1333 S. Bon View
Ontario, CA 91761
Re: Anthony Munoz Community Center Gymnasium
Additional Service Request #1
Dear Gil,
Please consider this letter as an Add Service Request to our Scope of Work to prepare two minor Offsite Public Improvement Plans and the revision of the existing plan set to remove and reference work on the new plan sets, as well as the coordination of all the affected wet and dry utilities listed below. As this is additional work we request your consideration to amend and modify our Professional Services Fee to include the additional compensation for the following:

Civil Engineer:
1) Minor Offsite Plan #1: $4,500.00
Plan to include street, potable water, street lighting
and crosswalk signing and striping improvement.
2) Minor Offsite Plan #2: $2,500.00
Plan to include recycled water and fiber optic improvements. 3) Revise the Existing Site Plan Set: $1,500.00
Subtotal Add Service $8,500.00
Electrical Engineer:
1) Minor Offsite Plan #1 and #2: $1,800.00
Provide electrical drawings for street-light and fiber optic improvement for each respective Offsite Improvement Plan________________ Subtotal Add Service $1,800.00
Robert Coffee Architect and Associates
1) Revisions to Current Site Plan Drawings $1,500.00
2) Project Management and Coordination $2,400.00
Subtotal Add Service $3,900.00
TOTAL ADD SERVICE: $14,200.00
If you have any questions, please feel free to give me a call.

Sincerely,
Robert R. Coffee
Principal
Attachment A
53 Department: Information Technology
Prepared By: Samantha Robles
Staff Member Presenting: Colin Fernandes,
Executive Director Information Technology
Approved By:

Submitted To: Council/OHA
Approved: _______________________________
Continued To: ___________________________
Denied: __________________________________
Item No: 7
SUBJECT:

AN AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT WITH

MOBILEMATICS DBA CLOUDNOMICS

CITY OF ONTARIO
Agenda Report
February
3, 2026
SECTION:

CONSENT CALENDAR

RECOMMENDATION:

THE FOLLOWING COUNCIL GOALS ARE BEING ACHIEVED:

Operate in a Businesslike Manner
FISCAL IMPACT:

The Fiscal Year 2025-26 adopted budget includes appropriations in the Information Technology Fund for ﬁrewall support services. The proposed Amendment to the Professional Services Agreement increases the total contract amount by $107,100, which includes ﬁscal year 2025-26 of $35,700, ﬁscal year 2026-27 of $35,700, and ﬁscal year 2027-28 of $35,700 for a total contract amount not to exceed $257,100
.

If approved, appropriations will be added to the
future years’ budgets consistent with the annual adoption process.

BACKGROUND & ANALYSIS:

The City contracted with Mobilematics dba Cloudnomics to support the Police Department network ﬁrewall migration, which was completed on time with minimal operational impact and resulted in a stable and secure environment.

In February 2023, Cloudnomics was re-engaged to provide ongoing network ﬁrewall support for the City, including the City Hall datacenter. Cloudnomics has demonstrated strong familiarity with the City’s network ﬁrewall environment. Staﬀ requests City Council approval of a not-to-exceed amount of $257,100 for an additional three-year term.
54 46700.00100\33287662.1

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BB&K 2020
PAUL S. LEON
MAYOR
ALAN D. WAPNER

MAYOR PRO TEM
JIM W. BOWMAN

DEBRA PORADA

DAISY MACIAS

COUNCIL MEMBERS

SHEILA MAUTZ

CITY CLERK
JAMES R. MILHISER

CITY TREASURER

SCOTT OCHOA

CITY MANAGER
AMENDMENT NO. 2 TO THE PROFESSIONAL SERVICES AGREEMENT

BETWEEN THE CITY OF ONTARIO AND

MOBILEMATICS DBA CLOUDNOMICS

1. Parties and Date.

This Amendment No. 2 to the Agreement (as defined herein) is made and entered as of ____________, by and between the City of Ontario (“City”) and Mobilematics DBA Cloudnomics, a CORPORATION (“Consultant”). City and Consultants are sometimes individually referred to as “Party” and collectively as “Parties.”

2. Recitals.

2.1 Agreement. The City and Consultant have entered into an agreement entitled “Professional Services Agreement” dated February 27, 2023 (“Agreement”).

2.2 Amendment Purpose. The City and Consu ltant desire to amend the Agreement to extend the terms. The Parties have heretofore en tered into that Amendmen t No. 1 dated March 29, 2024.

2.3 Amendment Authority. This Amendment N o. 2 is authorized pursuant to Section

3.7.14 of the Agreement.

3. Terms.

3.1 Amendment. Section 3.1.2 Terms of the Agr eement is hereby amended in its entirety to read as follows:
" The term of this Agreement shall be from February 6, 2023, to February 5, 2029, unless earlier terminated as provided he rein. Consultant shall complete the 55 46700.00100\33287662.1

Page 2 of 4 ends

BB&K 2020

Services within the term of this Agreement, and shall meet any other established schedules and deadlines. The Parties may, by mutual, written consent, extend the term of this Agreement if necessary to complete the Services." Amendment. Section 3.2.1 Compensation of the Agreement is hereby amended in its entirety to read as follows:
“Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Attachment “A” attached hereto and incorporated herein by reference. The total co mpensation shall not exceed two hundred fifty-seven thousand, one hundred dollars ($257,100) without the written approval of the City Council or City Manager, as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement .”

3.2 Continuing Effect of Agreement. Except as amended by this Amendment No. 2, all other provisions of the Agreement remain in full fo rce and effect and shall govern the actions of the parties under this Amendment No. 2. From and after the date of this Amendment No. 2, whenever the term “Agreement” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 2.

3.3 Adequate Consideration. Th e Parties hereto irrevocably s tipulate and agree that they have each received adequate and independent cons ideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 2.

3.4 Severability. If any portion of this Amendment No. 2 is declared invalid, illegal, or otherwise unenforceable by a court of competen t jurisdiction, the remaining provisions shall continue in full force and effect.

Page 3 of 4 ends

BB&K 2020

SIGNATURE PAGE FOR AMENDMENT NO. 2 TO PROFESSIONAL SERVICES

AGREEMENT BETWEEN THE CITY OF ONTARIO
AND MO%ILEMATICS DBA CLOUDNOMICS
IN WITNESS WHEREOF, the Parties have entered into this Amendment No. 2 as of the day and year first above written.

CITY OF ONTARIO MOBILEMATICS DBA CLOUDNOMICS
By:

Its: GM
Printed Name: Hrishi Kamat
By:

Its: Operations Manager
Printed Name: Bharti Venkumahanti
Approved By:

Scott Ochoa
City Manager
Approved as to Form:
_____________________________________
Best Best & Krieger LLP
City Attorney
Attested By:

City Clerk
57 46700.00100\33287662.1

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BB&K 2020

ATTACHMENT A
58 Department: Information Technology
Prepared By: Samantha Robles
Staff Member Presenting: Colin Fernandes,
Executive Director Information Technology
Approved By:

Submitted To: Council/OHA
Approved: _______________________________
Continued To: ___________________________
Denied: __________________________________
Item No: 8
SUBJECT:

AN AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT WITH HEXAGON

SAFETY & INFRASTRUCTURE

CITY OF ONTARIO
Agenda Report
February
3, 2026
SECTION:

CONSENT CALENDAR

RECOMMENDATION:

THE FOLLOWING COUNCIL GOALS ARE BEING ACHIEVED:

Operate in a Businesslike Manner
FISCAL IMPACT:

The Fiscal Year 2025-26 adopted budget includes appropriations from the Information Technology Capital Improvement Fund for the Public Safety Dispatch and Police Report Management Systems Replacement Projects. The proposed Amendment to the Professional Services Agreement increases the total contract amount by $698,038, which includes change
orders – OnCall Records Data Conversion by Hexagon in the amount of $153,045; and Remove NIXL, Remove I/Sight to Genetec VMS, Exchange IMAP Editor, and Add Interface Drone as First Responder in the amount of $544,993 for a total contract amount not to exceed $9,123,734. If approved, appropriations will be added to the future years’ budgets consistent with the annual adoption process.

BACKGROUND & ANALYSIS:

The City of Ontario is implementing a new Computer-Aided Dispatch (CAD) for Fire and Police, and a new Records Management System (RMS) for Police. During implementation, Staﬀ identiﬁed the need for additional system connections and expanded user access to fully support daily operations and facilitate coordination with other public safety and City systems. These enhanced connections will improve the accuracy and eﬃciency of information sharing. Expanding user access ensures that dispatchers, supervisors, and other authorized personnel can use the system seamlessly and without interruption. These improvements are essential to maintaining dependable public safety services and meeting both current and future staffing requirements.

As part of the transition to the new Police RMS, data must be transferred from the existing to the new RMS. This data includes police reports and other data to meet state and federal reporting 59 requirements. To ensure the information is accurately transferred and remains fully accessible within the new system, specialized data conversion services are needed to support the data migration. To ensure these systems operate as intended and fully support both Police and Fire Department operations, Staﬀ requests the City Council approval to amend the Agreement to increase the not-to-exceed amount to $9,123,734.
60 46700.00100\33287662.1

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BB&K 2020
AMENDMENT NO. 2 TO THE PROFESSIONAL SERVICES AGREEMENT

BETWEEN THE CITY OF ONTARIO AND

INTERGRAPH CORPORATION

1. Parties and Date.

This Amendment No. 2 to the Agreement (as defined herein) is made and entered as of ____________, by and between the City of Ontario (“City”) and INTERGRA3H CORPORATION, through its Hexagon Safety, Infrastructu re & Geospatial division (Consultant). City and Consultant are sometimes individually referred to as “Party” and collectively as “Parties.”

2. Recitals.

2.1 Agreement. The City and Consultant have entered into an agreement entitled “Professional Services Agreement for I/CAD Software and Recurring Maintenance, Implementation and Training services dated February 16, 2024 (“Agreement”).

2.2 Amendment Purpose. The City and Consu ltant desire to amend the Agreement to increase the Compensation . The parties have here to entered into that Amendment No. 1 dated October 1, 2024.

2.3 Amendment Authority. This Amendmen t No. 2 is authorized pursuant to Section

3.7.16 of the Agreement.

PAUL S. LEON
MAYOR
ALAN D. WAPNER

MAYOR PRO TEM
JIM W. BOWMAN

DEBRA PORADA

DAISY MACIAS

COUNCIL MEMBERS

SHEILA MAUTZ

CITY CLERK
JAMES R. MILHISER

CITY TREASURER

SCOTT OCHOA

CITY MANAGER
61 46700.00100\33287662.1

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BB&K 2020

3. Terms.

3.1 Amendment. Section 3.2.1 Compensation of the Agreement is hereby amended in its entirety to read as follows:
" Consultant shall receive compensati on, including authorized reimbursements, for all Services rendered under this Agr eement in accordance with the rates and manner set forth in the Agreement. The total compensation shall not exceed Nine Million One Hundred Twenty-Three Thousa nd Seven Hundred Thirty-Four Dollars and Zero Cents ($9,123,734.00) without the writ ten approval of th e City Council or City Manager, as applicable, which incl udes change orders Attachment 1 – OnCall Records Data Conversion by Hexagon in th e amount of $153,045; and Attachment 2 – Remove NIXL, Remove I/Sight to Genet ec VMS, Exchange IMAP Editor, and Add Interface Drone as First Responder in the amount of $544,993. Other than the compensation increase associated with the approved Change Orders described herein, no other terms, conditions, or provisions of the Agreement, as previously amended, are modified by this Amendment. All remaining provisions remain unc hanged and in full force and effect."

3.2 Continuing Effect of Agreement. Except as amended by this Amendment No. 2, all other provisions of the Agreement remain in full fo rce and effect and shall govern the actions of the parties under this Amendment No. 2. From and after the date of this Amendment No. 2, whenever the term “Agreement” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 2.

3.3 Adequate Consideration. Th e Parties hereto irrevocably s tipulate and agree that they have each received adequate and independent cons ideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 2.

3.4 Severability. If any portion of this Amendment No. 2 is declared invalid, illegal, or otherwise unenforceable by a court of competen t jurisdiction, the remaining provisions shall continue in full force and effect.

Page 3 of 5 ends

BB&K 2020

SIGNATURE PAGE FOR AMENDMENT NO. 2 TO PROFESSIONAL SERVICES

AGREEMENT BETWEEN THE CITY OF ONTARIO

AND INTERGRAPH CORPORATION
IN WITNESS WHEREOF, the Parties have entered into this Amendment No. 2 as of the day and year first above written.

CITY OF ONTARIO INTERGRAPH CORPORATION
By:

Its:

Printed Name:

By:

Its:

Printed Name:

Approved By:

Scott Ochoa
City Manager
Approved as to Form:
_____________________________________
Best Best & Krieger LLP
City Attorney
Attested By:

City Clerk
63 46700.00100\33287662.1

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BB&K 2020
ATTACHMENT 1
64 Change Order delivery details
Delivery date
Handling priority
Acceptance criteria
Required deliverables by Customer
Documentation and Training
Changes to contract schedule
Guarantee and Warranty changes
Liability and reliability changes if any
Check One
II. CHANGE ORDER DETAILS
Items Added to Contract:

Contract
Line Item# QTY UNIT COST
1 299,000.00
Items Removed from Contract:

Contract
Line Item# QTY UNIT COST
1 (38,488.00)
1 (41,684.00)
1 -
1 (4,015.92)
1 (40,837.61)
Software Relinquishment:

Except as prohibited by Customer’s valid maintenance agreement, by executing this Change Order the Customer hereby: (i) relinquishes, surrenders, terminates, and disclaims, in perpetuity, its right to use, or allow the use in any manner, the Relinquished Licenses; (ii) agrees that it will uninstall and remove from any and all Customer’s system(s) the Relinquished Licenses immediately; and (iii) acknowledges and agrees that all other terms and conditions of any prior written agreements regarding the Relinquished Licenses, including but not limited to Hexagon Safety & Infrastructure’s End-User License Agreement, will remain in full force and effect, except for the grant of the license rights themselves. If Customer later decides to reinstate use and/or maintenance of the Relinquished Licenses, Customer must re-purchase the licenses at the then-current list price.

To complete this software exchange, Customer is required to complete and sign the License Relinquish Agreement form (Attachment B) provided as part of this Change Order and return it with the executed Change Order. Once the documentation is returned, Hexagon will be able to proceed with updating Customer's software information.
(38,488.00)Whitebox Archive Reporting Tool (ART)
Total of Items Added:

THRDSW001

ITEM DESCRIPTION
RMS Interface to SWITRS (40,837.61)
Total of Items Removed:

RMSCUSTOM15
(125,025.53)
RMS Vendor Views for Coplink SPRSVC9001 (4,015.92)
Anti-Bias Reporting PSA1100 (41,684.00)
See Attachment A - Statement of Work (SOW)
To be scheduled upon Change Order execution
No Change
The detailed technical or functional revisions to the contract are described below or in the separately attached Statement of Work (SOW): See Attachment A - Statement of Work (SOW).

No Change
100% upon execution of this Change Order #1.

No Change
Full Data Conversion by Hexagon Professional Services SPRSVC9001 See Attachment A - Project Timeline
ITEM DESCRIPTION TOTAL COST Part #

TOTAL COST
299,000.00
Part #
No Change
299,000.00
Milestone payments as a result of this change order are revised as follows:

No Change
This Change Order does not affect the contract value. Funds in the Customer Credit Balance may be used toward the purchase of future Intergraph software or services. All other Terms and Conditions remain unchanged and all Intellectual Property Rights covered by this Order/Request remain with Intergraph.

This Change Order does affect the contract value. All other Terms and Conditions remain unchanged and all Intellectual Property Rights covered by this Order/Request remain with Intergraph.

General Assumption: See Attachment A - Statement of Work (SOW).

Anti-Bias Reporting - BCK PSA1100BCK -
City of Ontario, CA - ONC02-CO1 Page 2 of 3

!

65 Maintenance (or Extended Warranty) of Items Removed Above: (if applicable) Contract
Line Item# QTY UNIT COST
1 (5,773.08)
1 (5,508.00)
1 -
1 (9,648.72)
III. SUMMARIES:

Project Credit Applied
-
IV. CHANGE ORDER APPROVAL:

IN WITNESS WHEREOF, the parties hereto have signed this Change Order/Change Request as of the date written above.

APPROVED BY: Date:

Authorized Signature
Intergraph Corporation
APPROVED BY: Date:

Customer Authorized Signature
(9,648.72)
(5,773.08)
RMS Interface to SWITRS
Whitebox Archive Reporting Tool (ART)
RMSCUSTOM15
ITEM DESCRIPTION TOTAL COST Part #
THRDSW001
This Agreement may be executed in one or more counterparts, each of which shall be deemed to be original, and all of which together shall constitute one and the same Agreement. A signature delivered by facsimile shall be deemed to be an original signature and shall be effective upon receipt thereof by the other party.

Total Software Maintenance Removed: (20,929.80)
(145,955.33)
Total Change Order Price:

Customer Credit Balance
Current Credit Balance:
-
153,044.67
Balance after this Change Order:

Removals:

Additions:

Adjustments:
299,000.00

CHANGE ORDER SUMMARY
Anti-Bias Reporting - BCK PSA1100BCK -
Anti-Bias Reporting PSA1100 (5,508.00)
City of Ontario, CA - ONC02-CO1 Page 3 of 3

!

66 City of Ontario, CA
Attachment A – ONC02-CO1
Change Order - Tasks 1
ATTACHMENT A – CHANGE ORDER SOW
This statement of work (“SOW” or “Statement of Work”), together with the Change Order to which this SOW is attached (the “Change Order” or “CO”; together with the SOW, the “Agreement”), describes the software and/or services that will be provided in exchange for payment of the applicable amount set forth in the Change Order. Any capitalized terms used but not otherwise defined herein shall have the meanings ascribed to them in the original Contract, except as modified by the Change Order.

Except as set forth below and/or in the Change Order, the terms and conditions of the original Contract shall: (i) remain unchanged and in full force and effect; and (ii) apply to this Agreement. Unless expressly stated otherwise in this SOW, all Hexagon Activities and Tasks under this SOW will be performed remotely.

Changes of Activities or Tasks to on site to accommodate specific Customer requests may be done at Hexagon’s discretion and at an additional cost.

Change Order Task 1 – OnCall Records Data Conversion
Description
The purpose of this Task is to convert Customer legacy RMS data into OnCall Records. The conversion will be of the following databases and restrictions:
z One (1) Database(s) each containing two hundred fifty (250) Tables with seven thousand (7000) total elements to be converted
The conversion will follow a series of sub-tasks, as outlined below. The data conversion, unless otherwise stated, is a single, full dataset run, where the target database (OnCall Records) is purged of all data, prior to the import of the legacy RMS data.

Data Conversion Extraction
The Customer is responsible for the extraction of the data from the current systems into a readable format for the Hexagon-developed data conversion scripts. Upon delivery of all data to be converted, the time necessary for the extraction and delivery should also be given with the data. This information will help aid Hexagon in presenting the total time of conversion that will be used to calculate any outage for the Cutover conversion.

Data Conversion Mapping
Hexagon will conduct a Data Mapping and Analysis with the Customer. Based on the legacy data sets and tables, Hexagon will prepare two (2) documents outlining source and target conversion mappings and will deliver an Expectations Document to further outline the process. These mapping documents and Expectations Document will be signed off by all parties before continuing.

Data Conversion Scripting
Hexagon will create the data conversion scripts required to convert the data into OnCall Records. These scripts will be based on the agreed-upon mapping documents.

Data Conversion Run 1
Hexagon will begin the process by staging the source database(s), and a copy of the OnCall Records database within a CJIS controlled lab. Hexagon will then purge relevant data from the OnCall Records database and execute the developed data conversion scripts, moving the data into the OnCall Records
!

67 City of Ontario, CA
Attachment A – ONC02-CO1
Change Order - Tasks 2
database. This will be done, sequentially for all datasets identified. Data conversion results will be tested and evaluated by Hexagon and Customer for accuracy. Any issues identified will be documented within the tracking system during the period of performance as outlined by the schedule. Additionally initial run times for the conversion will be generated.

Data Conversion Run 2
Hexagon will correct any mutually agreed-upon data conversion issues through script modifications and execute Data Conversion Run 2, following the same process as Data Conversion Run 1. Data conversion results will be tested and evaluated by Hexagon and Customer for accuracy. Any issues identified will be documented within the tracking system during the period of performance as outlined by the schedule.

Additionally run times for the conversion will be refined.

Data Conversion Run 3
Hexagon will correct any mutually agreed-upon data conversion issues through script modifications and execute Data Conversion Run 3, following the same process as Data Conversion Run 2. Data conversion results will be tested and evaluated by Hexagon and Customer for accuracy. Any issues identified will be documented within the tracking system during the period of performance as outlined by the schedule.

Upon completion, signoff by all parties will be obtained. Additionally run times for the conversion will be refined. This data will then be passed to the team to be incorporated into Cutover planning.

Final Run
Hexagon will correct any mutually agreed-upon data conversion issues through script modifications and prepare to execute the Final Data Conversion Run into OnCall Records. This Final Data Conversion Run will be the final run just prior to Cutover.

Task Deliverables
z Data Conversion Expectations Plan
z Data Conversion Mapping Document
z Documentation confirming completion data conversion tasks z Conversion Run Times Document
Task Prerequisites
z Project Kickoff Meeting Task is complete.

Task Assumptions
z No data clean-up or merging of data is part of this Task. z Attachments are not to be manipulated in any way or converted. z Attachments are assumed to be embedded in the source database. If there are differences, there may be an adjustment in scope.
z The Customer will need to provide expertise on source database. This will include purpose and definition of data elements in the source database to aid in mapping to the appropriate location in the target database.

Hexagon Team Participation and Responsibilities
z Conduct the Data Mapping and Analysis;
z Create the data conversion scripts; and

!

68 City of Ontario, CA
Attachment A – ONC02-CO1
Change Order - Tasks 3
z Conduct Data Conversion Run 1, Run 2, Run 3, and the Final Run.

Customer Participation and Responsibilities
z Provide extraction of the data from the current system into a readable format for the Hexagon- developed data conversion scripts;
z Sign off on relevant documents related to conversion plan; and z Consult with Hexagon regarding any data migration questions.

Task Acceptance Criteria
This Task is complete once the Final Data Conversion Run has been conducted.
!

69 City of Ontario, CA
Attachment A – ONC02-CO1
Change Order - Tasks 4

UPDATED PROJECT PLAN
This timeline has been developed based on the most recent understanding of the project requirements and objectives, including the underlying Change Order. It is important to note that the timeline is subject to change due to various factors, including but not limited to, progression of the project in future stages, and the timely execution of the underlying Change Order.
!

SOFTWARE

RELINQUISHMENT

AGREEMENT
2025
ONC02-CO1

ATTACHMENT B
November 24, 2025 1
_________________________
*1. Customer Information(all fields required):

Customer Name: City of Ontario, CA
Requestor Name: LLz Za]ueta ____________________ E-mail Address: _____________________________________________________________ Street Address: 200 North Cherry Avenue_________________________________________ City, State, Country, Zip/Postal Code Ontario, CA 91764 ___________________________ *2. Relinquished Licenses

SOFTWARE TITLE QUANTITY ACTIVATION KEY
THRDSW001
Whitebox Archive Reporting Tool
(ART)
1 The customer identified above (“Customer”) desires to relinquish the licenses identified in the Relinquished Licenses Table above (the “Relinquished Licenses”) By signing this Agreement, Customer hereby irrevocably relinquishes, surrenders, terminates, and disclaims in perpetuity its license rights to use or allow anyone else to use in any manner the Relinquished Licenses. Customer hereby agrees it will uninstall and remove from all Customer’s system(s) the Relinquished Licenses.

!

[email protected]
71 SOFTWARE RELINQUISHMENT
AGREEMENT 2025
November 24, 2025 2
Customer acknowledges and agrees that, except as expressly contradicted herein, all other terms and conditions of any prior written agreements regarding the Relinquished Licenses, including but not limited to any applicable sale terms or license agreement, will remain in full force and effect. For avoidance of doubt, any grant of rights to Customer to use the Relinquished Licenses in prior agreements shall not survive execution of this instrument.

The individual executing this instrument represents and warrants that she has full authority to bind Customer to the terms of this instrument, and that she does so bind the customer by her execution.
* = Required Fields (missing information will result in processing delays) *3. Customer Signature:
_____________________________________
Signature
_____________________________________
Name
_____________________________________
Title
_____________________________________
Date
Please e-mail this completed document to: [email protected]
!

72 Appendix A – OCN02-CO1
Audit Summary
Version 2.0
November 25, 2025

!

73 Data Conversion
November 25, 2025 2
Audit X
This is a sanitized version of an example audit report given upon completion

AGENCY LEGACY DATABASE

!

74 Data Conversion
November 25, 2025 3
1 Audit Times for Legacy Systems
PROCESS PROCESS DESCRIPTION HH:MM PROCESSED BY
Prep Data prep for .csv and .xlsx files 04:30
Conversion Execution Executing conversion scripts for 02:10 Post Execution Miscellaneous verifications, updates, and fixes for 02:00 Grand Total Total time for 08:40
PROCESS PROCESS DESCRIPTION HH:MM PROCESSED BY
Conversion Execution Executing conversion scripts for 08:00 Post Execution Miscellaneous verifications, updates, and fixes for 08:00 Grand Total Total time for 16:00

!

75 Data Conversion
November 25, 2025 4
2 Audit Data Review
Audit for and began on 4/4/25 and completed on 4/9/25. This included a break in activities on 4/8/25 for IT to perform Shutdown activities.

Upon the delivery of converted data on 4/10/25, the customer should perform the following:
x Assign resources (core team, SME, and/or database experts) to be involved in the review process.
x Review existing SalesForce tickets from Previous Audit to verify if the issues have been resolved in the current run.
x Continue reviewing converted data for correctness against the mapping spreadsheets. x If new issues are found, enter issues into Salesforce x Complete Audit data review and enter issues by 4/23/25.

The Hexagon conversion specialists will investigate each reported issue. Communication and information exchange will primarily be done through the issue tracking system. However, Hexagon may schedule meetings with the customer to better facilitate issues review and resolution.

After data review and communication between Hexagon and the customer team have completed and the necessary scripting changes have been agreed by all parties, the conversion team will perform the scripting changes.
3 Audit SalesForce Tickets
Below are existing SalesForce tickets addressed in Audit. Agencies should start the review process by verifying these tickets.
429547
429582
429584
429585
429586
429589
429590
429592
434273

!

76 Data Conversion
November 25, 2025 5
4 General Analysis
All tables identified within the two legacy databases ran without exception within timeframes identified. This run was compared to previous runs and expected table counts matched both against original data provided in previous run, as well as expected new data created is the new data sets. Final base module review counts were as follows:

Overall system of master records (agency agnostic)
x Master Names: 4,632412
x Master Vehicles: 1,612,708
x Master Locations: 10,890,432
Run specific to agency 200
AGENCY_REC Record Cnt Source Last Updated
200 254486 MPI 2024-09-23 09:47:53.4770000
200 1220456 MLI 2025-03-12 09:46:49.1690000
200 341234 MNI 2025- 08-22 11:00:58.5960000
200 238247 MVI 2024- 09-25 21:15:07.5320000
200 6610 Arrest 2024- 09-13 09:59:57.8330000
200 316013 Calls for Service 2024-09-26 01:12:56.8250000 200 4335 Case Mgmt 2024- 09-24 07:24:16.6130000
200 54084 Incident 2025- 01-24 09:29:51.2700000
200 9964 Incident Supplement 2024- 09-23 16:48:18.1440000 200 745 Juvenile Contacts 2024- 09-19 09:14:02.0560000
200 6152 Booking 2024- 09-26 00:43:05.2430000
200 138 Employee 2024- 05-08 16:42:03.8980000

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77 City of Ontario, CA
Appendix B Mapping Examples for Data Conversion – ONC02-CO1 1 APPENDIX B – MAPPING EXAMPLES FOR DATA

CONVERSION
Mapping samples are dictated by the source system available, however in most cases Excel is used to help target source and target information. To help understand, some sample sheets are included for reference.

The creation of these documents are collaborative in nature. Most RMS vendors allow a degree of customization and personalization by the end users, so it is imperative that we walk through all tables and fields together to make sure we Hexagon understands how the source is to be used, and the agency understands how the new system works and where the data will eventually land. At the end of the mapping phase, the documents will be provided and walked through to ensure there is a good understanding on all data, both data that is included, but also what is not included depending on the scope that is defined to the projects and any restrictions due to the source data and the end system.

These mapping documents help to take the information covered during the planning phase and expectations document to be directly linked to the data. Hexagon will highlight and identify certain areas including:
the following databases and restrictions:
z Source and target mapping – This is the primary audit testing that will be used z Base RMS module that will be impacted – This helps the implementation team understand impacts to exiting business processes as well as understanding of the new system z Custom fields that will be needed. If there is source data that does not have a relevant home, the implementation team will help create those needed fields to capture the data. z Code fields. These are identified for both source and target, so the implementation team can weigh in on impacts for the new system and the general upkeep of codes that may change between the beginning and the end runs.
z Special data. Information such as attachments, employees and users and passwords are discussed at the beginning, as there may be changes in overall processes between historical data and the new system, so any changes that impact conversion can be discussed and documented early.

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78 City of Ontario, CA
Appendix B Mapping Examples for Data Conversion – ONC02-CO1 2
!

79 Appendix C – OCN02-CO1
Hexagon Data Conversion Process Document
Version 2.0
November 25, 2025

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© 2023 Hexagon Safety & Infrastructure. All rights reserved.

The content of this document is proprietary work of Hexagon Safety & Infrastructure, or relevant third parties, and is protected by copyright law and international treaty. Any use, duplication, distribution or disclosure of such, other than as specified herein, is unauthorized and in violation of applicable copyright law and international treaty. All rights in content or materials bearing copyright notice or other attribution of third party rights are reserved to the relevant third party. United States Government license rights are limited to those mandatory rights identified in DFARS 252.227-7015(b).

Hexagon Safety & Infrastructure may make improvements and/or changes in the products and/or the programs described in this publication at any time without notice.

Any content or materials supplied hereunder are provided "as is," without warranty of any kind, either expressed or implied, including, but not limited to, any implied warranties of merchantability, fitness for a particular purpose, or against infringement. In no event shall Hexagon Safety & Infrastructure be liable for any damages arising out of, or in connection with the downloading, viewing, use, duplication, distribution or disclosure of any content or material published by Hexagon Safety & Infrastructure, including but not limited to any direct, indirect, incidental, special, punitive or consequential damages, or loss or corruption of data.

Some jurisdictions do not allow the exclusions or limitations set forth above, so the above may not apply to you. The exclusions or limitations shall apply in all jurisdictions to the maximum extent allowed by law.

Hexagon Safety & Infrastructure
305 Intergraph Way
Madison, AL 35758
Phone: +1.256.730.2000
Toll Free USA: +1.800.345.4856
Fax: +256.730.1304

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Scope
This Data Conversion Document provides high level specifications for the data conversion portion of the Records deployment. This document is to help identify the key areas and mitigate risk with the deployment. As this is an initial description of the data conversion process, delivered early, it is to be expanded through the Questions and Answers at the bottom before signature. As with all data conversion deployments, the Statement of Work should also be referenced.

1.1 Project and Document Attributes
Project Name
Hexagon Project Manager
On Premise or Hosted
OnCall Records Version

1.2 Definitions, Acronyms and Abbreviations
TERM Definition
OCR On Call Records
RMS Records Management System
MNI Master Name Index
MLI Master Location Index

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TERM Definition
MPI Master Property Index
Go Live Final RMS Cutover
2 Record of Changes
REV.

NO. DATE REVISION AUTHOR DESCRIPTION

1.0 2.0

3.0
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83 Data Conversion
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3 Document Overview
This document breaks down into a few key areas that should align with normal project schedules and tasks. These are:

Overview – This describes all phases of data conversion at a high level including an initial scheduled session between the customer and conversion team to outline overall schedule and tasks.

Analysis – This covers the process of analysing legacy data sets which begins once the source data set has been received.

Mapping – This is the mapping of legacy table columns to OCR table columns which results in a detailed mapping matrix agreed to by all parties.

Scripting – This details the development of data conversion scripts.

Conversion Runs – This describes multiple audit runs and the final Go Live run.

Approvals and Signatures – This section includes the sign-offs for the mapping documents and after each audit run.

Appendix and Questions – This section includes miscellaneous information as well as some of the high-level questions typically discussed relating to data conversion. 4 Data Conversion Overview
The standard data conversion project consists of 5 phases; 1) Analysis, 2) Data Mapping, 3) Conversion Scripting, 4) Conversion Runs and 5) Post Conversion Support.

At the beginning of the project, the Conversion Process Document will be delivered to the customer, and a meeting will be scheduled to review the document and answer any questions the customer may have.

The Analysis phase consists of gathering information about the legacy database(s) to be converted. At the start of the Analysis phase, the customer will provide legacy database schemas and table layouts as well as a full dataset to Hexagon. In addition, Hexagon may schedule a meeting with the customer for a demonstration of the legacy system. This allows the conversion specialist to have a better understanding of the legacy system.

Each functional area to be considered for conversion in the legacy database(s) will be compared with that functional area in the OCR database to determine how compatible the two
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databases are. In addition, decisions on single or multi agency, attachments, and other aspects of converting the legacy data will be made.

During the Data Mapping phase, a detailed mapping document of each functional area will be created in Excel or Teams spreadsheets. These spreadsheets are essential to the conversion process as they specify the correspondence of fields in the legacy data to fields in the OCR schema and represent the conversion plan. The mapping documents are the plans to move forward with the data conversion. Upon customer acceptance sign-off, conversion scripting will commence.

The conversion specialists will create conversion scripts during the Conversion Scripting phase.

These scripts may include logic to reformat dates, parse name and address data and translation of legacy pick list data to OCR pick list data but does not include any type of clean- up of legacy data such as reformatting of free form text fields or elimination or combining of duplicate master indices (names, vehicles, locations). The data conversion scripts will be tested using the full legacy dataset provided by the customer.

There are 2 types of conversions performed: 1) Audit Conversions and 2) Final Go Live Conversion. The Audit Conversions are simply test conversion runs using the set of the legacy data. After mapping, the audit conversions are the second most important step in the conversion workflow. While the mappings provide a “paper conversion”, having the legacy data to view and manipulate in the OCR application makes the data come alive and allows visual verification that data elements are displaying in the proper fields, highlights fields that do not have data, identifies fields that have invalid values and allows quick error detection. Issues and errors found during the conversion audit review will be entered by the customer into Hexagon’s issue tracking system then addressed by the conversion specialist. Audit runs also provide runtime measurements needed for Go Live planning.

The Final or Go Live Conversion will be performed as the last step before cutover. It must be scheduled with sufficient lead time to allow for final data extract, data preparation and import and execution time for all scripts. The target OCR environment must be fully configured with all customized fields and the final configuration of pick lists and other configuration data.

Hexagon will provide data conversion support after cutover for the timeframe detailed in the Statement of Work. Issues related to converted data will be either corrected at this time or a quote provided for additional services.

4.1 Analysis
The Analysis phase begins when Hexagon receives the legacy data set from the customer. As part of the analysis, a set of virtual meetings between the customer team and the conversion
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specialist are scheduled. The customer team should include core team members, subject matter experts (SME), and database experts for each of the legacy systems to be analysed.

The scope of all identified databases from the contract will be reviewed against the provided database. If a difference in scope is identified, all parties will be immediately notified so appropriate change management actions can occur.

During the analysis, the conversion specialist’s primary goal is to gain as much information as possible about each legacy system that the customer wants to consider for conversion. This is accomplished through:
x Customer demonstrations of legacy systems
x Review of legacy systems documentation
x Legacy database and table layouts
x General discussions and interviews with SME
Hexagon expects to complete the Analysis phase with:
x A good understanding of the architecture of the legacy system(s) x A list of candidate systems/modules for conversion
x A defined scope of the conversion effort including aspects such as multi agency and attachments
x A list of SME contacts
x Documentation, including ERD and table layouts, of each candidate system.

At the end, an expectation document will be presented at a customer meeting to outline all the relevant details uncovered and the overall impact to the standard schedule to help incorporate the needs of conversion to the larger core implementation team. Some, but not all outlined, include the following:
x Will source data be refreshed for all runs or only some? x How many runs are in the plan and expectations of all parties refined x How are legacy codes, employees and other similar data to be managed both initially and in an ongoing fashion
x Are attachments processed in the beginning, at the end or throughout the process. x Where will runs be done, and who has the responsibilities of the various aspects. x What can and cannot be done within OCR during a conversion run while the processing is ongoing.

4.2 Data Mapping
Once the candidate data sets for conversion have been provided, the development of the Data Conversion Mapping Document can begin.

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At the start of this phase, the customer must have provided the following information to Hexagon for each database to be converted:
x Contact information for frontend application and backend database experts for each legacy system.
x A list of legacy tables that need to be converted as well as how these tables are used within the legacy application(s)
x Document or schematic describing the database table layouts and how modules and tables are related.
x Table layouts should include column name, data type and size, description, associated code table, and identification of primary and foreign keys.

A separate mapping document will be created for each legacy system. The document will be in the form of either an Excel or Microsoft Teams spreadsheet. The spreadsheet will show how each of the legacy table columns map to OCR table columns. Also documented on the spreadsheet will be related code tables and table linkages.

Any legacy data that cannot be mapped will be highlighted so that the customer and conversion specialist can work together to find an appropriate place for the information. In addition, issues or concerns relating to the data will be noted and discussed. Decisions such as how master indices are handled as well as converting into single or multiple agencies will be documented on the spreadsheet.

During the development of the Data Conversion Mapping Documents, the customer SMEs and database experts must be available to communicate or meet with the conversion specialist on a regular basis to answer questions and review the ongoing mappings. During the communications or meetings, the customer may be asked to demonstrate the legacy system(s) as well as review legacy database layouts and table structure. The conversion specialist will work with the customer to make decisions on how to handle certain data that is not compatible with OCR. Typically, these are handled by importing into comment fields or in some cases user- defined custom fields. Any field in the source that does not have a relevant end mapping will be clearly identified and brought up in the documentation for agreement.

The Data Conversion Mapping Documents must be reviewed by the customer and sign-off acceptance indicates the process can continue with the Data Conversion Scripting phase.

4.3 Conversion Scripting
Upon the sign-off of the mapping matrices, Data Conversion Scripting phase begins. During this phase, the conversion specialist will develop scripts to import data from the legacy source database(s) to the OCR target database.

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Scripting logic will be based on the mappings and decisions documented in the Data Conversion Mapping spreadsheets. However, the scripting phase will involve an even deeper analysis into the legacy data than what was done during the mapping phase, thus customer SME and database experts should be available to answer any questions initiated by the conversion specialist.

The conversion specialist will utilize the legacy data sets provided by the customer to perform internal testing. This allows the scripting logic and timing of script runs to be more fully tested prior to the first audit run.

4.4 Conversion Runs
Data Conversion involves both Audit Conversions and the final Go Live Conversion Run.

Typically, three Audit Conversions are included in the project. Audit Conversions involve the Conversion Specialist executing the full set of conversion scripts against the legacy data set(s) then providing the resulting OCR data to the customer for review. At the end of the run, the conversion specialist will provide statistical information regarding the most recent run including:
x Time for each step to complete (This is an input for the cutover plan to help gauge the total outage needed and to find long running areas to improve upon for subsequent runs) x Table counts between source and target tables to ensure full coverage x Any spot check on data used to validate success of scripts Upon the completion of each Audit Conversion, the customer has the following responsibilities:
x Assign resources (core team, SME, and/or database experts) to be involved in the review process.
x Review of converted data for correctness against the mapping spreadsheets. x Compare legacy data with converted data to ensure completeness and accuracy of conversion.
x Retest all identified issues that have been resolved. x Identify and document issues into Hexagon’s issue tracking system. x Be available to the conversion specialists to discuss any changes needed to the scripting logic.
x Complete the review within allocated scheduled time based on the project plan.

After the review process and communication between the conversion specialist and the customer team have completed and the necessary scripting changes have been agreed by both parties, the conversion specialist will perform the scripting changes.

The subsequent Audit Conversion follows the same steps as outlined above in the first Audit Conversion. Each run will have an Issues Freeze and a Configuration Freeze. The Issues
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88 Data Conversion
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Freeze is the cutoff date for reported issues to be included in the next Audit Run. This freeze date makes testing and reporting of issues early on vitally important. The Configuration Freeze occurs during a week before the Audit Run. This means that the OCR system is usable for reviewing data and records manipulation but no configuration changes that are intended to be kept can be made until the Audit Run is completed. The focus of each Audit Conversion review should be to ensure that the previously agreed mappings and conversion logic are correct and that no new issues have been introduced.

By the last Audit Conversion, due to it being the final test audit prior to the final Go Live Conversion Run, there should be very few changes introduced during this review. Any new changes requested as part of this review must be assessed for risks and Hexagon and the customer must agree whether changes will be accepted. Additional time and cost may be required if another Audit Conversion is needed.

Following the completion of the Audit Conversions, planning for the final Go Live Conversion will take place. Based on the amount of data to be converted and estimates on the amount of time to execute all conversion scripts, the timing of the final conversion will be determined.

Typical Go Live scenario involves:
x Customer turns off the legacy system(s)
x Customer makes copies of the final legacy data sets to provide to Hexagon x Hexagon Conversion Specialist executes conversion scripts to import data into OCR. x Hexagon team performs final steps in preparation for Go Live.

The Conversion Specialist will provide post Go Live conversion support in accordance with the Statement of Work.

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5 Approvals and Signatures

5.1 Approval of Data Conversion Mapping Documents
Hexagon Project Manager
Name:

Signature: Date:

Authorized Agency Representative Signature
Name:

Signature: Date:

5.2 Completion of Audit Run
Hexagon Project Manager
Name:

Signature: Date:

Authorized Agency Representative Signature
Name:

Signature: Date:

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90 Data Conversion
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Appendix A – Notes & Questions
Notes
Any notes needed for clarity about the interface or process would go here.

Questions
Question 1:

Question 2:

Question 3:

Question 4
Question 5:

Question 6:

Question 7:

Question 8:

Question 9:

!

91 CHANGE ORDER / CHANGE REQUEST
CUSTOMER NAME:

CUSTOMER ADDRESS: 200 North Cherry Ave
Ontario, CA 91764
HEXAGON ENTITY: Safety, Infrastructure & Geospatial
DATE:

CHANGE ORDER NUMBER: 1
CHANGE ORDER TITLE:

ORIGINAL PO / CONTRACT NUMBER: 2024-59533
CURRENT CONTRACT VALUE: Includes Extended Warranty, excludes taxes REVISED CONTRACT VALUE: Includes Extended Warranty, excludes taxes CHANGE ORDER PRICE:

CURRENCY:

OTHER HEXAGON INFORMATION:

QUOTE NUMBER:

QUOTE & CHANGE REQUEST EXPIRATION DATE
PROJECT MANAGER:

SALES CONTACT:

PROJECT NUMBER:

I. DESCRIPTION OF CHANGE:

This Change Order makes the following revisions to this contract:
4) Removal of the following COTS Interfaces:
- I/Sight to Genetec VMS - Software, Maintenance & Services - I/FRMS CADLink to FirstDue - Software, Maintenance & Services - I/Telephone Device for Deaf for Police & Fire - Software, Maintenance & Services - I/Page to SanBernardino ISD Paging - as a deliverable ONLY - I/Page SW is still required for other connections. - CADLink to SPIDR Tech - as a deliverable ONLY - CADLink SW is still required for other connections. 5) Removal of the following Custom Interfaces:
- CAD Interface to Rave Mobile Safety/Smart 911
- CAD Interface to Legacy Tiburon RMS
- CAD Query Interface to JIMS
6) Removal of the following Hexagon Professional System Services:
- Consulting Services CAD Interface to Verint Logging Recorder - CAD Interface to CopLink
- 3 Days I/NetViewer Train the Trainer Class
Remove NIXLE, Remove I/Sight to Genetec VMS, Exch
IMap Editor, Add Interface Drone as First Responder
March 13, 2026
ONC01
$3,986,723.80
U.S. Dollars
Andrew Sayko
1) Exchanges Customer's I/Map Editor for ArcGIS NL (IPS0084) for I/Map Editor for ArcGIS CC (IPS1184) 2) Adds the following additional Software:
- I/Dispatcher CC with corresponding backup (BCK) and Test (TST) licenses; - I/NetViewer CC with corresponding Backup (BCK) and Test (TST) licenses; - Intergraph Mobile Responder Client CC I/CAD with corresponding Backup (BCK) and Test (TST) licenses 3) Adds InterCAD CAD Xalt Interface (PSA1018) software with corresponding Backup (BCK) and Test (TST) licenses for "Drone as a First Responder" Custom Interface Development Services. Please see Attachment A - SOW, Task 1 for more details. 2025-98376
David Bonini/Shawn Christiansen
WHEREAS, the customer named above (hereafter "Customer") and the Intergraph Corporation, through its Hexagon Safety, Infrastructure & Geospatial division, (hereafter "Hexagon") have entered into the agreement named above for products and/or services (hereafter "Agreement);
WHEREAS, the Customer and Hexagon desire to amend the Agreement, as set forth below in this Change Order/Change Request (hereafter "Change Order" or "Change Request"), in consideration for good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged;
NOW THEREFORE, the parties intending to be legally bound, hereby agree as follows:

City of Ontario
January 14, 2026
$3,441,730.92
544,992.88
City of Ontario - ONC01-CO1 Page 1 of 5
$77$&+0(172
92 To complete this software exchange, Cust
Acceptance criteria
Required deliverables by Customer
Documentation and Training
Changes to contract schedule
Guarantee and Warranty changes
Liability and reliability changes if any
Check One
Software Relinquishment:

General Assumption: See Attachment A - Statement of Work (SOW).

The detailed technical or functional revisions to the contract are described below or in the separately attached Statement of Work (SOW): See Attachment A - Statement of Work (SOW).
100% due upon execution of Change Order #1.

No Change
7) Adds Custom Interface for ImageTrend Informer Query (RMSCUSTOM15) and Hexagon Professional Services to Install Custom Interface - see Attachment A - SOW, Task 2.
8) Years 2-5 Recurring Fees for added software below will be added to the Contract. Years 2-5 Recurring Fees for removed software will be removed from the Contract.
9) Provides Customer with detailed Maintenance information, including details from Change Order #1. Please see Attachment C.

Milestone payments as a result of this change order are revised as follows:

This Change Order does affect the contract value. All other Terms and Conditions remain unchanged and all Intellectual Property Rights covered by this Order/Request remain with Intergraph.

See Attachment A—SOW Tasks
To be scheduled upon Change Order execution
No Change
No Change
No Change
No Change
City of Ontario - ONC01-CO1 Page 2 of 5

!

93 II. CHANGE ORDER DETAILS
Items Added to Contract:

Contract
Line Item# QTY UNIT COST
1 5,755.07
10 35,755.00
10 -
10 -
61 4,359.00
61 -
61 -
25 797.00
25 -
25 -
1 -
1 17,875.00
1 -
3 -
1 9,093.52
1 43,656.48
Year 2 Recurring Fee: of Items Added Above: (if applicable) Contract
Line Item# QTY UNIT COST
1 1,612.80
10 6,451.20
10 -
10 -
61 806.40
61 -
61 -
25 189.00
25 -
25 -
1 3,427.20
1 -
3 -
1 5,165.04
-
-
Custom Interface for Image Trend Informer Query
17,875.00
Intergraph Mobile Responder Client CC - I/CAD - IPS3204TST I/NetViewer CC - Backup License
PSA1018TST
128,632.44
-
-
19,925.00
I/NetViewer CC - Test License IPS0042ITST
Intergraph Mobile Responder Client CC - I/CAD
(includes Extended Warranty)
Total of Items Added:
5,165.04
719,754.07

TOTAL COST
Intergraph Mobile Responder Client CC - I/CAD 4,725.00
Custom Interface for Image Trend Informer Query IPSCUSTOM04 Total Software Maintenance Added:
-
1,612.80
I/Map Editor for ArcGIS CC (includes Extended
Warranty) IPS1184
I/Map Editor for ArcGIS CC IPS1184
I/Dispatcher CC IPS0002 64,512.00
-
3,427.20
I/NetViewer CC 49,190.40
IPS3204
InterCAD CAD Xalt Interface - Backup PSA1018BCK
Intergraph Mobile Responder Client CC - I/CAD -
Backup (includes Extended Warranty)
IPS3204TST
-
IPS0042I

ITEM DESCRIPTION
Drone as a First Responder Services SPRSVC9001
IPS0042IBCK
InterCAD CAD Xalt Interface
Part #
InterCAD CAD Xalt Interface (includes Extended
Warranty) PSA1018
InterCAD CAD Xalt Interface - Backup PSA1018BCK
InterCAD CAD Xalt Interface - Test PSA1018TST
Hexagon Professional Services - Image Trend
Informer Query SPRSVC9001
PSA1018
I/Dispatcher CC - Test License IPS0002TST
IPS0042I
IPSCUSTOM04
-
5,755.07
357,550.00
IPS0002TST
I/Dispatcher CC - Backup License
ITEM DESCRIPTION TOTAL COST Part #
I/NetViewer CC - Backup License
I/Dispatcher CC (includes Extended Warranty) IPS0002
-
265,899.00
-
IPS0002BCK
I/Dispatcher CC - Test License
I/NetViewer CC (includes Extended Warranty)
Intergraph Mobile Responder Client CC - I/CAD -
Test (includes Extended Warranty)
-
9,093.52
InterCAD CAD Xalt Interface - Test
Intergraph Mobile Responder Client CC - I/CAD - IPS3204BCK - IPS0042IBCK
IPS3204
IPS3204BCK
-
I/NetViewer CC - Test License IPS0042ITST -
-
-
I/Dispatcher CC - Backup License IPS0002BCK
43,656.48
-
City of Ontario - ONC01-CO1 Page 3 of 5

!

94 Items Removed from Contract:

Contract
Line Item# QTY UNIT COST
1 (5,488.67)
1 (18,372.35)
1 -
1 -
1 (22,807.47)
1 (17,791.55)
1 -
1 (2,830.48)
1 (17,791.55)
1 -
1 (2,830.48)
1 (13,764.00)
1 (46,919.00)
1 (11,940.00)
1 (2,867.10)
1 (2,867.10)
1 (8,491.44)
YEAR 2 Recurring Fee of Items Removed Above: (if applicable) Contract
Line Item# QTY UNIT COST
1 (1,269.60)
1 (4,308.48)
1 -
1 -
1 (3,727.68)
1 -
1 (3,727.68)
1 -
1 (2,284.44)
1 (5,428.92)
1 (2,274.24)
(2,830.48)
CAD Interface to Rave Mobile Safety/Smart911
(includes Extended Warranty) IPSCUSTOM04 (13,764.00)
I/FRMS-CADLink CC IPS0048 (3,727.68)
CAD Interface to Legacy Tiburon RMS (includes
Extended Warranty) IPSCUSTOM04 (46,919.00)
CAD Query Interface to JIMS (includes Extended
Warranty) IPSCUSTOM04 (11,940.00)
Consulting Services CAD Interface to Verint
Logging Recorder (Police) SPRSVC9001 (2,867.10)
IPS1018BCK -
I/FRMS-CADLink CC - Backup License IPS0048BCK -
3 Days I/NetViewer Train the Trainer Class SPRSVC9001 (8,491.44) (174,761.19)
IPS0084
CAD Query Interface to JIMS IPSCUSTOM04 (2,274.24)
CAD Interface to Legacy Tiburon RMS IPSCUSTOM04 (5,428.92) I/Telephone Device for Deaf - Plant NL IPS0018A (3,727.68) I/Telephone Device for Deaf - Plant NL - Backup IPS0018ABCK - CAD Interface to Rave Mobile Safety/Smart911 IPSCUSTOM04 (2,284.44) I/Sight Server CC - Backup License
I/Sight Server CC (includes Extended Warranty)
I/Sight Server CC - Test License
IPS1018
IPS1018TST
(18,372.35)
-
IPS0084

ITEM DESCRIPTION
I/Map Editor for ArcGIS NL (includes Extended
Warranty)
TOTAL COSTPart #
I/FRMS-CADLink CC (includes Extended
Warranty) IPS0048 (17,791.55)
I/Sight to Genetec VMS SPRSVC9001 (22,807.47)
Consulting Services CAD Interface to CopLink SPRSVC9001 (2,867.10) I/FRMS-CADLink CC - Backup License IPS0048BCK -
FirstDue Interface Services SPRSVC9001 (2,830.48)
I/Telephone Device for Deaf - Plant NL (includes
Extended Warranty) IPS0018A (17,791.55)
I/Telephone Device for Deaf - Plant NL - Backup
License IPS0018ABCK -
I/Telephone Device for Deaf for Police & Fire
Services SPRSVC9001
(1,269.60) I/Map Editor for ArcGIS NL Total of Items Removed:

ITEM DESCRIPTION TOTAL COST Part #
I/Sight Server CC IPS1018 (4,308.48)
I/Sight Server CC - Test License IPS1018TST -
I/Sight Server CC - Backup License IPS1018BCK -
Total Software Maintenance Removed: (23,021.04)
(5,488.67)
City of Ontario - ONC01-CO1 Page 4 of 5

!

95 III. SUMMARIES:

Project Credit Applied
-
IV. CHANGE ORDER APPROVAL:

IN WITNESS WHEREOF, the parties hereto have signed this Change Order/Change Request as of the date written above.

APPROVED BY: Date:

Authorized Signature
Intergraph Corporation
APPROVED BY: Date:

Customer Authorized Signature
This Agreement may be executed in one or more counterparts, each of which shall be deemed to be original, and all of which together shall constitute one and the same Agreement. A signature delivered by facsimile shall be deemed to be an original signature and shall be effective upon receipt thereof by the other party.
(174,761.19)
Total Change Order Price:

Customer Credit Balance
Current Credit Balance:
-
544,992.88
Balance after this Change Order:

Removals:

Additions:

Adjustments:
719,754.07

CHANGE ORDER SUMMARY
City of Ontario - ONC01-CO1 Page 5 of 5

!

"
96 City of Ontario, CA
Attachment A – ONC01-CO1
Change Order - Tasks 1
ATTACHMENT A – CHANGE ORDER SOW
This statement of work (“SOW” or “Statement of Work”), together with the Change Order to which this SOW is attached (the “Change Order” or “CO”; together with the SOW, the “Agreement”), describes the software and/or services that will be provided in exchange for payment of the applicable amount set forth in the Change Order. Any capitalized terms used but not otherwise defined herein shall have the meanings ascribed to them in the original Contract, except as modified by the Change Order.

Changes of Activities or Tasks to on site to accommodate specific Customer requests may be done at Hexagon’s discretion and at an additional cost.

Change Order Task 1 – Drone As A First Responder
Description:

Customer has requested the ability to launch a drone that will arrive at an incident scene faster than First Responders. This interface is required between I/CAD 9.4 and Skydio.

Development provided is to enhance InterCAD CAD Xalt Interface to support Skydio's "Markers API for Dispatches".

Interface will export Event messages (new, updated, closed) in near real time to the SkydioAPI - calling the "Upsert Marker". Minimum data required to include:
z Incident Type and Type Code
z Incident created date/time
z Incident Lat/Long (decimal degrees)
z Incident Location (string) - OPTIONAL
Task Deliverables
z Interface Implementation Services
z Testing
z Installation of the following Software:
z PSA1018 – InterCAD CAD Xalt Interface (Qty 1)
z PSA1018BCK – InterCAD CAD Xalt Interface – Backup (Qty 1) z PSA1018TST – InterCAD CAD Xalt Interface – Test (Qty 1) Task Assumptions
z Assumes message payload will be JSON WebService API.
z The integration does NOT include GPS position updates from the drones during deployment. z This integration does include the option of adding drone devices as units in CAD for Select and Recommend processes and dispatching.
z This task will be conducted remotely by Hexagon personnel.
!

97 City of Ontario, CA
Attachment A – ONC01-CO1
Change Order - Tasks 2
z All software will be electronically delivered.

Task Prerequisites
z Third Party Prerequisites – Customer will need to have the required Skydio Software. z Configuration includes customer’s Skydio’s credentials. z Customer must obtain Skydio’s credentials before interface can be tested.

Hexagon Team Participation and Responsibilities
z Install Drone As A First Responder Solution.

Customer Team Participation and Responsibilities
z Ensure Drone As A First Responder Solution is installed and operational. z Provide support to Hexagon as needed during the implementation process.

Task Acceptance Criteria
This task is complete once Hexagon implements the Drone As A First Responder Solution in the Customer’s I/CAD 9.4 Production environment.

Change Order Task 2 – Custom Interface for ImageTrend Informer Query Description:

Customer has requested a Custom Interface for ImageTrend Informer Query.

Fire RMS Inquiries from Informer include query by location to obtain information on business information, hazmat and preplan information.

Query is by location or business name to retrieve Fire PrePlans as a PDF or JPG.

Task Deliverables
z Interface Implementation Services.
z Development of adapter to the Fire RMS System.
z Create/Build location-based inquiry transaction(s).
z Response display formatting.
z ICD with one customer review.
z Testing support during implementation and cutover.
z Installation of the following Software:
z RMSCUSTOM15 - Custom Interface for ImageTrend Informer Query (QTY 1).

Task Assumptions
z Assumes connection to 3rd party is ODBC with provided SQL required or HTTP with appropriate GET statements and associated documentation (defined in ICD). Assumes response is a pre- plan image file (PDF or JPG).
z Fire RMS provides access using a web service or ODBC. This bid must be revisited if this assumption is not correct/validated. The integration does NOT include GPS position updates from the drones during deployment.

!

98 City of Ontario, CA
Attachment A – ONC01-CO1
Change Order - Tasks 3
z A single inquiry using SQL or GET method is used to obtain preplan information. z Nested / cascading inquiries are not included in this bid. z The agency obtains a test connection to Fire RMS at least 30 days before the scheduled software staging date.
z Inquiries and response examples contain production-equivalent data for accurate testing. z The agency provides a subject matter expert with unlimited support. This includes communicating with the database vendor and users.
z This task will be conducted remotely by Hexagon personnel. z All software will be electronically delivered.

Task Prerequisites
z An Interface Control Document (ICD) will be provided for this interface that describes the interface and data elements exchanged. The ICD will need to be approved and signed by the Customer before any development can begin.

Hexagon Team Participation and Responsibilities
z Install Custom Interface for ImageTrend Informer Query.

Customer Team Participation and Responsibilities
z Ensure Interface is installed and operational.
z Provide support to Hexagon as needed during the implementation process.

Task Acceptance Criteria
This task is complete once Hexagon implements the Custom Interface for ImageTrend Informer Query in the Customer’s Production environment.

!

99 SOFTWARE

RELINQUISHMENT

AGREEMENT
2025
ONC01-CO1

ATTACHMENT B
November 6, 2025 1
*1. Customer Information (all fields required):

Customer Name: City of Ontario _________________________ Requestor Name: Toni McNaughton

E-mail Address: _____________________________________________________________ Street Address: 200 North Cherry Ave ______________________________________ City, State, Country, Zip/Postal Code Ontario, CA 91764 ___________________________ *2. Relinquished Licenses

SOFTWARE TITLE QUANTITY ACTIVATION KEY
IPS0084
I/Map Editor for ArcGIS NL 1
IPS1018
I/Sight Server CC 1
IPS1018TST
I/Sight Server CC - Test License 1
IPS1018BCK
I/Sight Server CC – Backup
License
1 IPS0048
I/FRMS-CADLink CC 1
IPS0048BCK
I/FRMS-CADLink CC – Backup
License
1 IPS0018A
I/Telephone Device for Deaf -
Plant NL
1
!

100

SOFTWARE RELINQUISHMENT
AGREEMENT 2025

November 6, 2025 2

SOFTWARE TITLE QUANTITY ACTIVATION KEY
IPS0018ABCK
I/Telephone Device for Deaf -
Plant NL - Backup License
1 IPSCUSTOM04
CAD Interface to Rave Mobile
Safety/Smart911
1 IPSCUSTOM04
CAD Interface to Legacy Tiburon
RMS
1 IPSCUSTOM04
CAD Query Interface to JIMS 1

The customer identified above (“Customer”) desires to relinquish the licenses identified in the Relinquished Licenses Table above (the “Relinquished Licenses”)

By signing this Agreement, Customer hereby irrevocably relinquishes, surrenders, terminates, and disclaims in perpetuity its license rights to use or allow anyone else to use in any manner the Relinquished Licenses. Customer hereby agrees it will uninstall and remove from all Customer’s system(s) the Relinquished Licenses.

Customer acknowledges and agrees that, except as expressly contradicted herein, all other terms and conditions of any prior written agreements regarding the Relinquished Licenses, including but not limited to any applicable sale terms or license agreement, will remain in full force and effect. For avoidance of doubt, any grant of rights to Customer to use the Relinquished Licenses in prior agreements shall not survive execution of this instrument.

The individual executing this instrument represents and warrants that she has full authority to bind Customer to the terms of this instrument, and that she does so bind the customer by her execution.

* = Required Fields (missing information will result in processing delays)

101

SOFTWARE RELINQUISHMENT
AGREEMENT 2025

November 6, 2025 3

*3. Customer Signature:

_____________________________________
Signature

_____________________________________
Name

_____________________________________
Title

_____________________________________
Date

Please e-mail this completed document to: [email protected]

102

City of Ontario, CA
Attachment C – ONC01-CO1

Ontario, CA I/CAD Annual Recurring Fees Detailed Pricing 1 Recurring Fees
I/CAD

DESCRIPTION QTY TOTAL
SYSTEM

RECURRING
FEE YEAR 2
TOTAL
SYSTEM

RECURRING
FEE YEAR 3
TOTAL
SYSTEM

RECURRING
FEE YEAR 4
TOTAL
SYSTEM

RECURRING
FEE YEAR 5
I/Executive for High Availability 1 $25,112 $26,367 $27,686 $29,070 I/Executive for High Availability - Backup License 1 $0 $0 $0 $0 I/Executive for High Availability - Test License 1 $0 $0 $0 $0 I/Backup NL 1 $8,568 $8,996 $9,446 $9,919
I/Backup NL - Backup License 1 $0 $0 $0 $0
Fire Agency I/CAD Software

I/Dispatcher CC 5 $28,413 $29,834 $31,325 $32,892
I/Dispatcher CC - Test License 5 $0 $0 $0 $0
I/Dispatcher CC - Backup License 5 $0 $0 $0 $0
ProQA Paramount I/CAD Interface CC 5 $819 $860 $903 $948 ProQA Paramount I/CAD Interface CC - Test License 5 $0 $0 $0 $0
!

103

City of Ontario, CA
Attachment C – ONC01-CO1

Ontario, CA I/CAD Annual Recurring Fees Detailed Pricing 2

DESCRIPTION QTY TOTAL
SYSTEM

RECURRING
FEE YEAR 2
TOTAL
SYSTEM

RECURRING
FEE YEAR 3
TOTAL
SYSTEM

RECURRING
FEE YEAR 4
TOTAL
SYSTEM

RECURRING
FEE YEAR 5
ProQA Paramount I/CAD Interface CC - Backup License 5 $0 $0 $0 $0 Xalt - Integration Runtime Engine NL 1 $7,207 $7,568 $7,946 $8,343 Xalt - Integration Runtime Engine NL - Backup License 1 $0 $0 $0 $0 Xalt - Integration Runtime Engine NL - Test License 1 $0 $0 $0 $0 Xalt - Integration Developer Engine NL 1 $5,405 $5,676 $5,959 $6,257 HxGN OnCall Analytics - Dispatch Advantage NL 4 Core 1 $14,364 $15,082 $15,836 $16,628 I/Map Editor for ArcGIS NL 1 $1,184 $1,244 $1,306 $1,371 Map Administration Utility CC 1 $3,440 $3,612 $3,792 $3,982 I/NetViewer CC 3 $2,117 $2,223 $2,334 $2,450
I/NetViewer CC - Backup License 3 $0 $0 $0 $0
I/NetViewer CC - Test License 3 $0 $0 $0 $0
I/Sight Server CC 1 $4,019 $4,220 $4,431 $4,653
I/Sight Server CC - Backup License 1 $0 $0 $0 $0
I/Sight Server CC - Test License 1 $0 $0 $0 $0

!

104

City of Ontario, CA
Attachment C – ONC01-CO1

Ontario, CA I/CAD Annual Recurring Fees Detailed Pricing 3

DESCRIPTION QTY TOTAL
SYSTEM

RECURRING
FEE YEAR 2
TOTAL
SYSTEM

RECURRING
FEE YEAR 3
TOTAL
SYSTEM

RECURRING
FEE YEAR 4
TOTAL
SYSTEM

RECURRING
FEE YEAR 5
Intergraph Video Responder CC 5 $2,268 $2,381 $2,500 $2,625 Intergraph Video Responder CC - Backup 5 $0 $0 $0 $0
Intergraph Video Responder CC - Test 5 $0 $0 $0 $0
Intergraph Remote Content Management CC 2 $0 $0 $0 $0
Intergraph Remote Content Management CC - Backup License 2 $0 $0 $0 $0 I/Mobile Data Terminal NL 1 $15,145 $15,902 $16,698 $17,532 I/Mobile Data Terminal NL - Redundant License 1 $10,622 $11,153 $11,711 $12,296 I/Mobile Data Terminal NL - Additional License 1 $1,588 $1,667 $1,750 $1,838 I/Mobile Data Terminal NL - Additional Redundant License 1 $1,121 $1,177 $1,236 $1,298 I/Tracker - I/CAD NL 1 $8,568 $8,996 $9,446 $9,919
I/Tracker - I/CAD NL - Redundant License 1 $6,035 $6,337 $6,654 $6,987 I/Tracker - I/CAD NL - Additional License 1 $1,033 $1,085 $1,139 $1,196 I/Tracker - I/CAD NL - Additional Redundant License 1 $706 $741 $778 $817 Intergraph Mobile Responder Server CC - I/CAD 2 $0 $0 $0 $0
!

105

City of Ontario, CA
Attachment C – ONC01-CO1

Ontario, CA I/CAD Annual Recurring Fees Detailed Pricing 4

DESCRIPTION QTY TOTAL
SYSTEM

RECURRING
FEE YEAR 2
TOTAL
SYSTEM

RECURRING
FEE YEAR 3
TOTAL
SYSTEM

RECURRING
FEE YEAR 4
TOTAL
SYSTEM

RECURRING
FEE YEAR 5
Intergraph Mobile Responder Server CC - I/CAD - Backup 2 $0 $0 $0 $0 I/Informer CC 1 $7,585 $7,964 $8,363 $8,781
I/Informer CC - Backup License 1 $0 $0 $0 $0
I/Page NL 1 $6,905 $7,250 $7,613 $7,993
I/Page NL - Backup License 1 $0 $0 $0 $0
I/CADLink CC 1 $3,478 $3,651 $3,834 $4,026
I/CADLink CC - Backup License 1 $0 $0 $0 $0
I/FRMS-CADlink CC 1 $3,478 $3,651 $3,834 $4,026
I/FRMS-CADlink CC - Backup License 1 $0 $0 $0 $0
I/Push To Talk NL 1 $3,478 $3,651 $3,834 $4,026
I/Push To Talk NL - Backup License 1 $0 $0 $0 $0
InterCAD CAD Xalt Interface 2 $6,023 $6,324 $6,640 $6,972 InterCAD CAD Xalt Interface - Backup 2 $0 $0 $0 $0
I/Telephone Device for Deaf - Plant NL 1 $3,478 $3,651 $3,834 $4,026
!

106

City of Ontario, CA
Attachment C – ONC01-CO1

Ontario, CA I/CAD Annual Recurring Fees Detailed Pricing 5

DESCRIPTION QTY TOTAL
SYSTEM

RECURRING
FEE YEAR 2
TOTAL
SYSTEM

RECURRING
FEE YEAR 3
TOTAL
SYSTEM

RECURRING
FEE YEAR 4
TOTAL
SYSTEM

RECURRING
FEE YEAR 5
I/Telephone Device for Deaf - Plant NL - Backup License 1 $0 $0 $0 $0 RapidSOS for I/CAD - Essentials 1 $1,537 $1,614 $1,695 $1,780 RapidSOS for I/CAD - Essentials - Backup 1 $0 $0 $0 $0
Phoenix G2 OnCall Xalt Interface 1 $3,011 $3,162 $3,320 $3,486 Phoenix G2 OnCall Xalt Interface - Backup 1 $0 $0 $0 $0 CADFusion CAD Xalt Interface 1 $3,011 $3,162 $3,320 $3,486 CADFusion CAD Xalt Interface - Backup 1 $0 $0 $0 $0
Policy Agency I/CAD Software

I/Dispatcher CC 7 $39,778 $41,767 $43,855 $46,048
I/Dispatcher CC - Test License 7 $0 $0 $0 $0
I/Dispatcher CC - Backup License 7 $0 $0 $0 $0
ProQA Paramount I/CAD Interface CC 7 $1,147 $1,204 $1,264 $1,327 ProQA Paramount I/CAD Interface CC - Test License 7 $0 $0 $0 $0 ProQA Paramount I/CAD Interface CC - Backup License 7 $0 $0 $0 $0
!

107

City of Ontario, CA
Attachment C – ONC01-CO1

Ontario, CA I/CAD Annual Recurring Fees Detailed Pricing 6

DESCRIPTION QTY TOTAL
SYSTEM

RECURRING
FEE YEAR 2
TOTAL
SYSTEM

RECURRING
FEE YEAR 3
TOTAL
SYSTEM

RECURRING
FEE YEAR 4
TOTAL
SYSTEM

RECURRING
FEE YEAR 5
I/NetViewer CC 2 $1,411 $1,482 $1,556 $1,634
I/NetViewer CC - Test License 2 $0 $0 $0 $0
I/NetViewer CC - Backup License 2 $0 $0 $0 $0
Intergraph Video Responder CC 7 $3,175 $3,334 $3,501 $3,676 Intergraph Video Responder CC - Test 7 $0 $0 $0 $0
Intergraph Video Responder CC - Backup 7 $0 $0 $0 $0
I/Mobile Data Terminal NL 1 $15,145 $15,902 $16,698 $17,532 I/Mobile Data Terminal NL - Additional License 1 $1,588 $1,667 $1,750 $1,838 I/Mobile Data Terminal NL - Redundant License 1 $10,622 $11,153 $11,711 $12,296 I/Mobile Data Terminal NL - Additional Redundant License 1 $1,121 $1,177 $1,236 $1,298 Intergraph Remote Content Management CC 2 $0 $0 $0 $0
Intergraph Remote Content Management CC - Redundant License 2 $0 $0 $0 $0 I/Tracker - I/CAD NL 1 $8,568 $8,996 $9,446 $9,919
I/Tracker - I/CAD NL - Redundant License 1 $6,035 $6,337 $6,654 $6,987
!

108

City of Ontario, CA
Attachment C – ONC01-CO1

Ontario, CA I/CAD Annual Recurring Fees Detailed Pricing 7

DESCRIPTION QTY TOTAL
SYSTEM

RECURRING
FEE YEAR 2
TOTAL
SYSTEM

RECURRING
FEE YEAR 3
TOTAL
SYSTEM

RECURRING
FEE YEAR 4
TOTAL
SYSTEM

RECURRING
FEE YEAR 5
I/Tracker - I/CAD NL - Additional License 1 $1,033 $1,085 $1,139 $1,196 I/Tracker - I/CAD NL - Additional Redundant License 1 $706 $741 $778 $817 Mobile for Public Safety CC 75 $33,075 $34,729 $36,465 $38,288 Mobile for Public Safety CC - Backup License 75 $0 $0 $0 $0 Intergraph Mobile Responder Client CC - I/CAD 50 $7,560 $7,938 $8,335 $8,752 Intergraph Mobile Responder Client CC - I/CAD - Backup 50 $0 $0 $0 $0 Intergraph Mobile Responder Client CC - I/CAD - Test 50 $0 $0 $0 $0 Intergraph Mobile Responder Server CC - I/CAD 2 $0 $0 $0 $0 Intergraph Mobile Responder Server - I/CAD CC - Test 2 $0 $0 $0 $0 Intergraph Mobile Responder Server CC - I/CAD - Backup 2 $0 $0 $0 $0 Axon CAD Xalt Interface 1 $3,011 $3,162 $3,320 $3,486
Axon CAD Xalt Interface - Backup 1 $0 $0 $0 $0
I/CAD Message Ste for CA State Switch CC 1 $10,798 $11,338 $11,905 $12,500 PulsePoint CAD Xalt Interface 1 $3,011 $3,162 $3,320 $3,486
!

109

City of Ontario, CA
Attachment C – ONC01-CO1

Ontario, CA I/CAD Annual Recurring Fees Detailed Pricing 8

DESCRIPTION QTY TOTAL
SYSTEM

RECURRING
FEE YEAR 2
TOTAL
SYSTEM

RECURRING
FEE YEAR 3
TOTAL
SYSTEM

RECURRING
FEE YEAR 4
TOTAL
SYSTEM

RECURRING
FEE YEAR 5
PulsePoint CAD Xalt Interface - Backup 1 $0 $0 $0 $0
CAD Interface to CLETS 1 $0 $0 $0 $0
Custom Interfaces

Fire Agency I/CAD Custom Interfaces

CAD Interface to Telestaff 1 $2,998 $3,148 $3,306 $3,471 CAD Interface to Rave Mobile Safety/Smart 911 1 $2,399 $2,519 $2,645 $2,777 CAD Interface to First Due (I/Informer Query) 1 $3,898 $4,093 $4,297 $4,512 Consulting Services for CAD Interface for Eventide NG911/ATOS 1 $0 $0 $0 $0 CAD Interface to Legacy Tiburon RMS 1 $5,700 $5,985 $6,285 $6,599 CAD Interface to OnGuard/ACAMS 1 $5,098 $5,353 $5,621 $5,902 CAD interface for Additional Mobile Responder Queries 1 $2,408 $2,529 $2,655 $2,788 Consulting Services for CAD Interface to ONTCOM 1 $0 $0 $0 $0 Police Agency I/CAD Custom Interfaces

Consulting Services for CAD CopLink 1 $0 $0 $0 $0

!

110

City of Ontario, CA
Attachment C – ONC01-CO1

Ontario, CA I/CAD Annual Recurring Fees Detailed Pricing 9

DESCRIPTION QTY TOTAL
SYSTEM

RECURRING
FEE YEAR 2
TOTAL
SYSTEM

RECURRING
FEE YEAR 3
TOTAL
SYSTEM

RECURRING
FEE YEAR 4
TOTAL
SYSTEM

RECURRING
FEE YEAR 5
Consulting Services for CAD Interface to Vigilant/Flock ALPR 1 $0 $0 $0 $0 Consulting Services for CAD Interface to FUSUS 1 $0 $0 $0 $0 CAD Consulting Services for Verint Logging Recorder 1 $0 $0 $0 $0 CAD Query Interface to JIMS 1 $2,388 $2,507 $2,633 $2,764 Annual Recurring Fee Totals $362,394 $380,513 $399,539 $419,516 SW Added in Change Order 1

I/Map Editor for ArcGIS CC 1 $1,613 $1,693 $1,778 $1,867 I/Dispatcher CC 10 $64,512 $67,738 $71,124 $74,681
I/Dispatcher CC - Backup License 10 $0 $0 $0 $0
I/Dispatcher CC - Test License 10 $0 $0 $0 $0
I/NetViewer CC 61 $49,190 $51,650 $54,232 $56,944
I/NetViewer CC - Backup License 61 $0 $0 $0 $0
I/NetViewer CC - Test License 61 $0 $0 $0 $0
Intergraph Mobile Responder Client CC - I/CAD 25 $4,725 $4,961 $5,209 $5,470
!

111

City of Ontario, CA
Attachment C – ONC01-CO1

Ontario, CA I/CAD Annual Recurring Fees Detailed Pricing 10

DESCRIPTION QTY TOTAL
SYSTEM

RECURRING
FEE YEAR 2
TOTAL
SYSTEM

RECURRING
FEE YEAR 3
TOTAL
SYSTEM

RECURRING
FEE YEAR 4
TOTAL
SYSTEM

RECURRING
FEE YEAR 5
Intergraph Mobile Responder Client CC - I/CAD - Backup 25 $0 $0 $0 $0 Intergraph Mobile Responder Client CC - I/CAD - Test 25 $0 $0 $0 $0 InterCAD CAD Xalt Interface 1 $3,427 $3,599 $3,778 $3,967 InterCAD CAD Xalt Interface - Backup 1 $0 $0 $0 $0
InterCAD CAD Xalt Interface - Test 3 $0 $0 $0 $0
Image Trend Informer Query Custom Interface 1 $5,165 $5,423 $5,694 $5,979 SW Removed in Change Order 1

I/Map Editor for ArcGIS NL 1 ($1,269.60) ($1,333.08) ($1399.73) ($1,469.72) I/Sight Server CC 1 ($4,308.48) ($4,523.90) ($4,750.10) ($4,987.60) I/Sight Server CC - Backup License 1 $0 $0 $0 $0
I/Sight Server CC - Test License 1 $0 $0 $0 $0
I/FRMS-CADlink CC 1 ($3,727.68) ($3,914.06) ($4,109.77) ($4,315.26) I/FRMS-CADlink CC - Backup License 1 $0 $0 $0 $0
I/Telephone Device for Deaf - Plant NL 1 ($3,727.68) ($3,914.06) ($4,109.77) ($4,315.26)
!

112

City of Ontario, CA
Attachment C – ONC01-CO1

Ontario, CA I/CAD Annual Recurring Fees Detailed Pricing 11

DESCRIPTION QTY TOTAL
SYSTEM

RECURRING
FEE YEAR 2
TOTAL
SYSTEM

RECURRING
FEE YEAR 3
TOTAL
SYSTEM

RECURRING
FEE YEAR 4
TOTAL
SYSTEM

RECURRING
FEE YEAR 5
I/Telephone Device for Deaf - Plant NL - Backup License 1 $0 $0 $0 $0 CAD Interface to Rave Mobile Safety/Smart 911 1 ($2,284.44) ($2,398.66) ($2,518.60) ($2,644.52) CAD Interface to Legacy Tiburon RMS 1 ($5,428.92) ($5,700.37) ($5,985.38) ($6,284.65) CAD Query Interface to JIMS 1 ($2,274.24) ($2,387.95) ($2,507.35) ($2,632.72) Updated Annual Recurring Fee Totals $468,004.96 $491,404.92 $515,973.30 $541,774.27

113
Department: Information Technology
Prepared By: Samantha Robles
Staff Member Presenting: Colin Fernandes,
Executive Director Information Technology
Approved By:

Submitted To: Council/OHA
Approved: _______________________________
Continued To: ___________________________
Denied: __________________________________
Item No: 9
SUBJECT:

AUTHORIZE A SERVICE AGREEMENT WITH INFO-TECH RESEARCH GROUP

CITY OF ONTARIO
Agenda Report
February
3, 2026
SECTION:

CONSENT CALENDAR

RECOMMENDATION:

THE FOLLOWING COUNCIL GOALS ARE BEING ACHIEVED:

Operate in a Businesslike Manner
FISCAL IMPACT:

The Fiscal Year 2025-26 adopted budget includes appropriations from the Information Technology Fund for consulting services. The proposed Service Agreement has a total contract amount not-to-exceed $250,686, which includes ﬁscal year 2025-26 of $83,562, ﬁscal year 2026-27 of $83,562, ﬁscal year 2027-28 of $83,562. If approved, appropriations will be added to the future years’ budgets consistent with the annual adoption process.

BACKGROUND & ANALYSIS:

The City entered into a Service Agreement with Info-Tech Research Group in 2024 for consulting services. Info-Tech Research Group provides the insights, tools, and support needed to improve the City’s IT agency eﬀectiveness, manage technology strategically, and achieve business goals. Info-Tech research and advisory services span many technology sectors and provide best practices and research to the Information Technology Agency (ITA) of the City of Ontario, enabling the ITA divisions to drive signiﬁcant business value. The City has a complex technology infrastructure, with a Staﬀ responsible for a diverse range of tasks and services, and Info-Tech services ensure that City ITA is using technology management best practices and that the City’s IT Staff have the most current skills and knowledge.

In general conformance with the provisions of Government Code Section 54201 through 54204, and Ontario Municipal Code Section 2-6.29, the City is authorized to procure services through cooperative purchasing programs, pursuant to California Government Code Section 6502 and City of Ontario Resolution No. 91-141. Cooperative purchasing allows the City to leverage the procurement power of other public agencies to obtain favorable pricing and terms. The City is utilizing the US General Services Administration (GSA) Contract (#GS-35F-298GA) to secure competitively priced consulting services. Staﬀ requests City Council approval of a not-to-exceed contract amount of $250,686 over a three-year term.
114
115

Page 2 of 4 ends

116
ProductDescriptionQuantitySubtotalDiscountTotalAdvisory MembershipKey Initiative Plan, Unlimited Analyst Calls, Full Access to allDiagnostic Benchmarking Programs, Access to Virtual IndustryRoundtable Meetings, One Info-Tech LIVE Ticket, One AnnualSoftware Selection, and all Features of the Team Membership2.00$61,259.44$1,837.78$59,421.66Team MembershipAccess to core research content - project blueprints, Info-TechAcademy, online Leadership training, software selection content,tools and templates library5.00$24,886.65$746.60$24,140.05Total Discounts:$2,584.38Total:$83,561.71

Page 3 of 4117 ends

Federal Acquisition Service Authorized Federal Supply Schedule FSS Price List (GSA) - GS-35F-298GAPayment Terms: Prompt payment terms 0%, Net 30 daysUnless otherwise stated, consulting and workshop engagements do not include travel and expenses, which will be charged in addition to the fees listed. Workshopspurchased as part of membership expire without refund or credit at the end of the membership period covered by the purchase. Workshops purchased outsidemembership expire without refund or credit 1-year after purchase. Please work with your member services representative to select and schedule workshops prior toexpiration.Subject to applicable taxes. If your company is tax exempt, please provide a valid tax exemption certificate with the signed proposal. This Service Agreement is subject tothe terms of the Federal Supply Schedule for Info-Tech, available online, including s 552.238-114 (Use of Federal Supply Schedule Contracts by Non-Federal Entities) ofthe GS-35F-298GA Contract ClauseUnless agreed to in writing, any customer terms, including purchase order terms and conditions, are of no force or effect. By signing this Service Agreement, you agree topay the fees set out herein annually for the term indicated.This proposal has a definite expiry date of January 30, 2026.Please return this signed Service Agreement to Info-Tech by DocuSign, email [email protected] or fax (1-519-432-2506). Please include PO ifrequired. Thank you for your business!_________________________________________________________________________________________________________________The signature below affirms your commitment to pay for the services ordered in accordance with the terms of this Service Agreement and the GSA Approved Terms ofUse.If you are tax exempt, please provide tax exemption certificate.Term NumberInvoice DateInvoiceAmountTerm Start DateTerm End DateNotes1January 30, 2026$83,561.71February 19, 2026February 19, 20273% multi-year discount applied to year 1.2December 18, 2026$83,561.71February 19, 2027February 19, 20283% multi-year discount applied to year 2.3December 18, 2027$83,561.71February 19, 2028February 19, 20293% multi-year discount applied to year 3.Name _______________________________ Signature _____________________________Title _________________________________ Date _________________________________Page 4 of 4 118
U.S. General Services
Administration
On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order are available through GSA Advantage!
®, a menu-driven database system. The INTERNET address GSA Advantage!® is: GSAAdvantage.gov.

SCHEDULE

LARGE CATEGORY

SUBCATEGORY

SPECIAL ITEM NUMBER (SIN)

FCS/PSC CODE
Multiple Award Schedule (MAS)
Information Technology
IT Services, IT Software, Electronic Commerce
511210 Software Licenses
54151S Information Technology
Professional Services
54151ECOM Electronic Commerce and Subscription
OLM Order Level Materials
DA01 IT and Telecom - Business Application/Application
Development Support Services (Labor)
7A21 IT and Telecom - Business Application Software
(Perpetual License Software)
CONTRACT NUMBER GS-35F-298GA
PERIOD COVERED BY CONTRACT March 17, 2017 to March 16, 2027 Pricelist current through Modi ication PA-0057 7 March 2024.

For more information on ordering on ordering go to the following website: https://www.gsa.gov/schedules.

Info-Tech Research Group Inc.
3960 Howard Hughes Parkway, Suite 500, Las Vegas, Nevada 89169 | 1-888-670-8889, 702-446-3782 (Fax) | www.infotech.com Business size: Large Business
Federal Acquisition Service
Authorized Federal Supply
Schedule FSS Price List
119
Customer Information 3
About Info-Tech Research Group (ITRG)
5 GSA Offering – Service Levels
7 Service Levels GSA Rates
Research Diagnostics & Workshops
Membership Features
17 Product & Feature Definitions
20 GSA Offering – Consulting
52 Labor Category Descriptions
Experience/Education Substitution Methodology
Labor Category GSA Rates

Service Level Details
64 Accessing Info-Tech Services
Dedicated Account Management
Info-Tech GSA Approved Terms of Use 65
Info-Tech GSA Approved Privacy Policy
70 McLean & Company GSA Offering – Service Levels
72 Service Levels GSA Rates
McLean & Company Membership Features 78
McLean & Company Product Offering
79 McLean & Company GSA Approved Terms of Use
91 McLean & Company GSA Approved Privacy Policy
95 myPolicies GSA Approved Terms of Use
97 INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 2 120
Customer
Information
1 Awarded Special Item Number (SIN) SIN 511210 Software Licenses SIN 54151S Information Technology Professional Services SIN 54151ECOM Electronic Commerce and Subscription
OLM Order Level Materials
*Eligible for Cooperative Purchasing and Disaster Recovery 2 Maximum order $500,000.00
3 Minimum order $100.00
4 Geographic coverage (delivery area) Domestic delivery within 48 contiguous states, Alaska, Hawaii, Puerto Rico, Washington, DC, and US territories. Domestic delivery also includes a port or consolidation point, within the aforementioned areas, for orders received from overseas activities. 5 Point(s) of production London, Ontario, CANADA
6 Discount from list prices or
statement of net price
GSA prices represent net price with discount included.

To view and order from the complete catalog of products available under this GSA Schedule, please search under our contract number at the GSA Advantage! website. 7 Quantity discounts None
8 Prompt payment terms 0%, Net 30 days
Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions. 9 Foreign items All offerings are of Canadian origin.
10a Time of delivery 1-day ARO
10b Expedited delivery Not applicable
10c Overnight and 2-day delivery Not applicable
10d Urgent requirements Not applicable
11 FOB point(s) FOB destination
12a Ordering addresses Info-Tech Research Group Inc.
3960 Howard Hughes Parkway, Suite 500
Las Vegas, Nevada 89169

CUSTOMER INFORMATION
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 3 121
12b Ordering procedures See Federal Acquisition Regulation (FAR) 8.405-3. 13 Payment address Info-Tech Research Group Inc.
3960 Howard Hughes Parkway, Suite 500
Las Vegas, Nevada 89169
14 Warranty provision Refer to GSA Approved Terms of Use and Privacy Policy 15 Export packing charges Not covered on contract
16 Terms and conditions of rental,
maintenance, and repair (if applicable)
Not applicable
17 Terms and conditions of installation
(if applicable)
Not applicable
18a Terms and conditions of repair parts
indicating date of parts price lists
and any discounts from list prices
(if applicable)
Not applicable
18b Terms and conditions for any other
services (if applicable)
Not applicable
19 List of service and distribution points
20 List of participating dealers Not applicable
21 Preventive maintenance Not applicable
22a Special attributes such as environ-
mental attributes (e.g., recycled
content, energy efficiency, and/or
reduced pollutants)
Not applicable
22b If applicable, indicate that Section
508 compliance information is avail-
able on Information Technology (ICT)
products and services and show
where full details can be found (e.g.,
contractor’s website or other
location). The ICT standards can be
found at: www.Section508. gov/.

Not applicable
23 Unique Entity Identifier (UEI) number DUNS: 79692602 SAM UEI: NBLL T8K2SA48
24 Notification regarding registration
in System for Award Management
(SAM) database
Info-Tech Research Group is registered in SAM.gov.

CUSTOMER INFORMATION
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 4 122
About Us
Info-Tech Research Group (“Info-Tech” or “ITRG”) is a full- service IT research, advisory, and professional services firm, founded in 1997, with over 700 full-time employees.

Over 40,000 members from around the globe rely on Info- Tech’s practical approach and best-in-class research
and services
t
o help them navigate their complex IT and
business issues.

Our IT research, advisory, and consulting services include technology-based business research, industry-specific
reporting, best-practice methodologies, benchmarking, and market analysis research.

Additionally, Info-Tech’s HR research and advisory division, McLean & Company, is the trusted partner of HR and
leadership professionals around the world. Our unparalleled offering includes
full-ser
vice assessments,
pr
actical action
plans, impactful training, and more.

Our Approach
Info-Tech offers a practical approach to complex IT, HR, and business issues. Our consultants, including veteran IT professionals and CXOs, work side by side with you and your team in a cooperative approach that delivers results and provides you with the tools you need for continued success.

Our Memberships
Info-Tech’s membership options provide services tailored for each role and member, ensuring clients pay only for services they are using. Our desire is to exceed expectations in delivering
business
value through the optimal execution of IT
strategies, governance, project management, applications, infrastructure, security, business intelligence, and various other IT- and HR-related disciplines.

How We’ll Work With You
Info-Tech’s team of in-house analysts are available to support you with your top issues, including process improvement and project management on technical issues as well as
strategic and management issues. We work with our clients as subject matter experts, developers, collaborators, and partners, connecting with individuals at their pace, not ours.

We understand that each working environment is unique,
and one size does not fit all.

About Info-Tech
Research Group
(Info-Tech or ITRG)
ITRG Advantage
The following describes how Info-Tech provides unmatched services via our subscription offerings:
• Resear
ch publications that are practical and built to execute on projects. • A r
esearch taxonomy that is connected and provides comprehensive coverage. • Content format that is visual and built upon fr
amework-driven content.
• Analyst calls ar
e structured to be a series of calls to complete key initiatives. • Contr
act Review Services offer thorough contract assessments where the member always retains the savings.

Ab OUT I NFO -T EC h
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 5 123
• Executive services are outcome driven based upon personalized relationships. • Our unique Concierge Services are high-impact, one-day consulting engagements. • Benchmarking services are powerful diagnostic tools based on real data and included within memberships. • Our Workshops are five-day facilitated engagements to solve our members’ biggest issues/most-pressing projects and initiatives.
• Membership terms are designed to maximize usage and value.

ITRG’s GSA Offering
ITRG’s current GSA offering consists of the following:
• Service Levels include advisory services, research content, and digital experiences. • Consulting provides expert practitioners and advisors to effectively outsource IT initiatives or projects with the knowl- edge, skills, and tools to deliver quality-driven value. • Software Licenses – myPolicies is an online policy management and administration software that streamlines the creation, approval, distribution, and monitoring of corporate policies, procedures, and forms.

AbOUT INFO-TECh
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 6 124
SIN MFR Part No. Product Group Product Name Product Description Discount
Price Offered
to GSA
(Including
IFF)
54151S 24-009 Executive &
Leadership
Service
Levels
CIO Counselor
Membership
Key Membership Features:
• A dedicated Executive Counselor to help you reach your goals and excel as a leader
• 4 Onsite/Virtual Counselor visits (2 additional sessions) • IT Spend & Staffing Benchmarking against industry peers (Online)
• IT Cost Analysis & Optimization roadmap focused on
optimizing your IT Spending & Staffing (Onsite)
• Unlimited IT Vendor Price Benchmarking
• IT Vendor Negotiation Assistance for 4 contracts
(1 additional)
• Two Info-Tech LIVE Tickets (1 additional)
• PLUS: All features of the Executive Counselor Membership are included
$96,704.66
54151S 24-011 In-Depth
Technical
Advisory &
Research
CFO Technology
Counselor
Membership
Key Membership Features:
• A dedicated CFO Technology Counselor with CFO and IT
Financial Management experience
• 1 Onsite/Virtual Counselor Working Session
• Unlimited IT Vendor Price Benchmarking
• IT Vendor Negotiation Assistance for 3 contracts
• Unlimited Contract Review Service
• Access to Industry Research & Advisory
• One Info-Tech LIVE ticket
With choice between:

IT Spend & Staffing Benchmarking
against industry peers (Online)
OR
IT Cost Analysis & Optimization roadmap focused on
optimizing your IT Spending & Staffing (Online)
$65,621.03
54151S 24-016 Executive &
Leadership
Service
Levels
AI & Digital
Transformation
Counselor
Membership
Key Membership Features:
• A Dedicated AI & Digital Transformation Counselor to help you reach your goals and excel as a leader in your AI & Digital Transformation objectives
• 4 onsite/virtual counselor visits (2 additional sessions) • Unlimited IT Vendor Price Benchmarking
• IT Vendor Negotiation Assistance for 4 contracts
(1 additional)
• Two Info-Tech LIVE tickets (1 additional)
• PLUS: All features of the Counselor Membership
are included
$96,704.66
GSA Offering
– Service Levels (SIN 54151S)
F24 Pricing
GSA OFFERING – SER vICE LE vELS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 7 125
54151S 24-008 Executive &
Leadership
Service
Levels
Executive
Counselor
Membership
Key Membership Features:
• A dedicated Executive Counselor to help you reach your goals and excel as a leader
• 2 Onsite/Virtual Counselor visits (1 additional session) • IT Spend & Staffing Benchmarking against industry peers (Online)
• Unlimited IT Vendor Price Benchmarking
• IT Vendor Negotiation Assistance for 3 contracts
• Unlimited Access to Concierge Services
• One Info Tech LIVE Ticket
• 360 Personal Evaluation & Coaching Program
• Access to Industry Analysts & Research
• PLUS: All features of the Counselor Membership are included $65,621.03
54151S 24-010 In-Depth
Technical
Advisory &
Research
Technical
Counselor
Membership
Key Membership Features:
• IT role-specific professional development program with dedicated one-on-one Technical Counselors
• 2 Onsite/Virtual Counselor Working Sessions
• Unlimited IT Vendor Price Benchmarking
• IT Vendor Negotiation Assistance for 3 Contracts
• Unlimited Contract Review Service
• Unlimited access to Concierge Services
• One Info-Tech LIVE ticket
• 360° Personal Evaluation & Coaching Program
• Access to Industry Research & Advisory
$65,621.03
54151S 24-007 Executive &
Leadership
Service
Levels
Counselor
Membership
Key Membership Features:
• A dedicated Executive Counselor to help you reach your goals and excel as a leader
• Unlimited IT Vendor Price Benchmarking
• IT Vendor Negotiation Assistance for 2 contracts
• Unlimited Contract Review Service
• Unlimited Software Selection Engagements
• One Info-Tech LIVE Ticket
• PLUS: All features of the Advisory Membership
are included
$49,339.11
54151S 24-005 Executive &
Leadership
Service
Levels
Advisory
Membership
Key Membership Features:
• A Key Initiative Plan to ensure you get the most out of your membership
• Unlimited analyst calls to help you through your most challenging projects
• Full access to all diagnostic benchmarking programs
• Access to Virtual Industry Roundtable Meetings
• One Info-Tech LIVE ticket
• One annual Software Selection
$27,136.51
F24 Pricing
GSA OFFERING – SER vICE LE vELS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 8 126
54151S 24-004 Small
Enterprise
Service
Levels & Add
Ons
Small Enterprise
Advisory
Membership
Membership Features:
• A Key Initiative Plan to ensure you get the most out of your membership
• Unlimited analyst calls to help you through your most challenging projects
• Full access to all diagnostic benchmarking programs
• One annual Software Selection Engagement
• One Contract Review, IT Vendor Price Benchmarking,
or IT Vendor Negotiation engagement
• Access to Virtual Industry Roundtable & Networking
Engagements
Only applicable to Small Enterprise Size Segmentation
$19,242.26
54151S 24-101 Team Service
Levels & Add
Ons
Team
Membership
Key Membership Features:
• Unlimited access to all IT Project and Process Research methodologies
• Unlimited Access to Library Tools and Templated Library • Access to the Info-Tech Academy online eLearning
platform
• Unlimited software selection content & reports
• Online IT Leadership Training and Development Program $4,243.16
54151S WSHOP24-
005
Workshop
Add-Ons
Online Workshop
Membership
5 Day Online Workshop to solve your most pressing problem.

Expert facilitators help you complete a key initiative, work through critical project deliverables, and train your team.

Follows the rigorous methodology of our blueprints.

Delivery: Online
Purchase: Annual subscription
$22,695.99
54151S WSHOP24-
006
Workshop
Add-Ons
Online Workshop
(Standalone)
5 Day Online Workshop to solve your most pressing problem.

Expert facilitators help you complete a key initiative, work through critical project deliverables, and train your team.

Follows the rigorous methodology of our blueprints.

Delivery: Online
Purchase: One-time
$26,801.01
54151S WSHOP24-
008
Workshop
Add-Ons
Onsite Workshop
Membership
5 Day Onsite Workshop to solve your most pressing problem.

Expert facilitators help you complete a key initiative, work through critical project deliverables, and train your team.

Follows the rigorous methodology of our blueprints.

Excludes Travel
Delivery: Onsite
Purchase: Annual subscription
$32,070.43
54151S WSHOP24-
007
Workshop
Add-Ons
Onsite Workshop
(Standalone)
5 Day Onsite Workshop to solve your most pressing problem.

Expert facilitators help you complete a key initiative, work through critical project deliverables, and train your team.

Follows the rigorous methodology of our blueprints.

Excludes Travel
Delivery: Onsite
Purchase: One-time
$35,894.21
F24 Pricing
GSA OFFERING – SER vICE LE vELS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 9 127
54151S WSHOP24-
009
Workshop
Add-Ons
Online to Onsite
Workshop
(Standalone)
Upgrade
Upgrade a standalone online workshop to a standalone
onsite workshop.
$7,083.12
54151S WSHOP24-
010
Workshop
Add-Ons
Online to Onsite
Workshop
Membership
(Upgrade)
Upgrade an online workshop membership to an onsite
workshop membership.
$7,083.12
54151S WSHOP24-
001
Small
Enterprise
Service
Levels & Add
Ons
Small Enterprise
Workshop
Membership
3-Day Analyst-Facilitated Workshop to help you complete your most critical project. Choose from a select catalog of workshops designed for the Small Enterprise.

Delivery: Online only
Purchase: Annual subscription
Only applicable to Small Enterprise Size Segmentation
$14,801.73
54151S WSHOP24-
002
Small
Enterprise
Service
Levels & Add
Ons
Small Enterprise
Online Workshop
(Standalone)
3-Day Analyst-Facilitated Workshop to help you complete your most critical project. Choose from a select catalog of workshops designed for the Small Enterprise.

Delivery: Online only
Purchase: One-time
Only applicable to Small Enterprise Size Segmentation
$17,229.22
54151S WSHOP24-
003
Workshop
Add-Ons
Enterprise Online
Workshop
Membership
5 Day customizable Workshop to solve your most pressing problem. 7 Days of effective effort by Info Tech. Expert facili- tators help you complete a key initiative, work through critical project deliverables, and train your team. Industry specialist available to ensure that the workshop deliverable is tailored for your business and industry. Final deliverable includes a boardroom ready executive presentation.

Delivery: Online
Purchase: Annual subscription
$39,471.29
54151S WSHOP24-
004
Workshop
Add-Ons
Enterprise Online
Workshop
(Standalone)
5 Day customizable Workshop to solve your most pressing problem. 7 Days of effective effort by Info Tech. Expert facili- tators help you complete a key initiative, work through critical project deliverables, and train your team. Industry specialist available to ensure that the workshop deliverable is tailored for your business and industry. Final deliverable includes a boardroom ready executive presentation.

Delivery: Online
Purchase: One-time
$46,901.76
F24 Pricing
GSA OFFERING – SER vICE LE vELS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 10 128
54151S WSHOP24-
013
IT Financial
Management
Add-Ons
Online IT Spend
& Staffing
Benchmarking
(Standalone)
• Info-Tech experts accurately map your IT spend and staff- ing, providing full transparency into business consumption of IT
• Info-Tech will cover spending information from a single general ledger extract
• Service covers commercial organizations with revenues under $1 billion in revenue or public institutions with bud- gets under $1 billion
• Benchmarking of IT spend and staffing against your
industry peers
• Detailed review of your results and recommendations
on optimization
• Comprehensive report detailing your IT spend and staffing along four perspectives: Expense, Service, Business,
and Innovation
$26,801.01
54151S WSHOP24-
011
IT Financial
Management
Add-Ons
Online IT Spend
& Staffing
Benchmarking
Membership
• Info-Tech experts accurately map your IT spend and staff- ing, providing full transparency into business consumption of IT
• Info-Tech will cover spending information from a single general ledger extract
• Service covers commercial organizations with revenues under $1 billion in revenue or public institutions with bud- gets under $1 billion
• Benchmarking of IT spend and staffing against your
industry peers
• Detailed review of your results and recommendations on optimization
• Comprehensive report detailing your IT spend and staffing along four perspectives: Expense, Service, Business, and Innovation
$22,695.99
54151S 24-030 Team Service
Levels & Add
Ons
Concierge
Services
• Unlimited Access to 20+ High Impact, Pre-scoped
Consulting Engagements. A Powerful Set of Quick
Advisory Experience with Onsite or Online Delivery
$22,695.99
54151S 24-035 Team Service
Levels & Add
Ons
Industry
Research &
Advisory
• Unrestricted Access to industry-specific content and
benchmarking for all members on Account
• Unlimited access to industry experts and advisory
services tailored to your industry
Coverage includes:

Government, Professional Services, Financial Services, Retail & Wholesale, Professional Associations, Transportation & Warehousing, Gaming & Hospitalities, Media & Information, Arts & Entertainment, Manufacturing, Education, Healthcare, Utilities, Construction, Mining, Real Estate, Food & Beverage, Agriculture
$22,695.99
F24 Pricing
GSA OFFERING – SER vICE LE vELS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 11 129
54151S 24-036 Small
Enterprise
Service
Levels & Add
Ons
Small Enterprise
Industry
Research &
Advisory
• Unrestricted Access to Industry Industry-Specific Content and Benchmarking for All Members on Account
• Unlimited Access to Industry Experts and Advisory
Services Tailored to Your Industry
Coverage includes:

The HIPO Memberships require 1 counselor membership or
above. These memberships are sold to high-potential IT staff in the member organization to give them exposure to our content as well as analysts. It should not be sold to an execu- tive in the IT department.

Key Membership Features:
• Unlimited access to analysts for IT Management &
Governance Process related topics
• Unrestricted access to all IT project and process research methodologies
• Unlimited access to our library of tools and templates • Access to the Info-Tech Academy online eLearning
platform
• Unlimited software selection content and reports
• Access to Virtual Industry Roundtable Meetings
$78,745.23
54151S 24-103 In-Depth
Technical
Advisory &
Research
HIPO Technology
Team
Membership
(x10)
HIPO = High Potential. This is a bundle package of 10 seats.

The HIPO Memberships require 1 counselor membership
or above. These memberships are sold to high-potential IT staff in the member organization to give them exposure to our content as well as analysts. It should not be sold to an executive in the IT department.

Key Membership Features:
• Unrestricted access to all IT project and process research methodologies
• Unlimited access to our library of tools and templates • Access to the Info-Tech Academy online eLearning
platform
• Unlimited software selection content and reports
• Online IT Leadership Training and Development Program HIPO Memberships require 1 Counselor Membership or
above
$28,123.29
F24 Pricing
GSA OFFERING – SER vICE LE vELS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 12 130
54151S 24-051 Cybersecurity
Workforce
Development
Add-Ons
Cybersecurity
Workforce
Development
– Analysts
A 6-month expert-facilitated development program to de- velop critical cybersecurity skills missing within IT organiza- tions through a combination of live virtual lectures, practical exercises, and cyber range labs.

Analyst program track features:
• Personalized Development Plan
• Development Scorecard
• Up to 5 practical deliverables customizable to operational use
• Focus on tactical cybersecurity implementation
Delivery: Online, quarterly start dates
$9,093.20
54151S 24-050 Cybersecurity
Workforce
Development
Add-Ons
Cybersecurity
Workforce
Development
– Leaders
A 6-month expert-facilitated development program to de- velop critical cybersecurity skills missing within IT organiza- tions through a combination of live virtual lectures, practical exercises, and cyber range labs.

Leader program track features:
• Personalized Development Plan
• Development Scorecard
• Up to 5 practical deliverables customizable to operational use with hands-on support
• Focus on strategic cybersecurity business alignment,
program management, and governance
• 1:1 Coaching with a dedicated Cybersecurity Advisor
• Security Leadership Playbook to become a world-class
CISO
• Custom Key Initiative Plan for maturing a security
program
Delivery: Online, quarterly start dates
$26,801.01
F24 Pricing
GSA OFFERING – SER vICE LE vELS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 13 131
54151S 24-052 Cybersecurity
Workforce
Development
Add-Ons
Cybersecurity
Workforce
Development -
Private Cohort
A 6-month expert-facilitated development program to devel- op critical cybersecurity skills missing within IT organizations through a combination of live virtual lectures, practical exercises, and cyber range labs.

Includes 10 Analyst seats, 2 Leader seats
The Private Cohort offers the following for all
registered learners:
• Personalized Development Plan
• Development Scorecard
• Up to 5 practical deliverables customizable to
operational use
• Focus on tactical cybersecurity implementation
Additional seats of either track can be added at 5% discount.

Delivery: Online
$153,148.61
F24 Pricing
GSA OFFERING – SER vICE LE vELS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 14 132
ITRG offers to GSA the following additional quantity/volume discounts and concessions.

Available Promotions & Size
Segmentation Definition
Quantity / Volume Discounts Info-Tech Research Group offers the following discounts for bundle purchases to GSA eligible ordering activities.

Enterprise Flexible Bundle Discount
Additional Bundle Discount offered to GSA approved prices: 5% Minimum Spend: $180,000 (These minimums take into account 5% GSA discount and the additional 5% bundle discount).

M/L Flexible Bundle Discount
Additional Discount offered to GSA approved prices: 5%
Minimum Spend: $100,000 (These minimums take into account 5% GSA discount and the additional 5% bundle discount).

M/L Flexible Bundle (Basic) Discount
Additional Discount offered to GSA approved prices: 5%
Minimum Spend: $70,000 (These minimums take into account 5% GSA discount and the additional 5% bundle discount).

GSA OFFERING – SER vICE LE vELS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 15 133
Other Discounts / Concessions
Info-Tech Research Group offers the following discounts for bundle purchases to GSA eligible ordering activities.

Small Flexible Bundle (Basic) Discount
Additional Discount offered to GSA approved prices: 5%
Minimum Spend: $40,000 (These minimums take into account 5% GSA discount and the additional 5% bundle discount).

Multi-Year Discount
Additional Discounts, ranging from 3% - 6%, offered on GSA approved prices for procuring service level memberships for multiple years. The multi-year discounts are cumulative on the other discounts offered.

SE Non-Advisory Upgrade (available to current ITRG GSA buyers):

Any SE accounts currently without Advisory/Analyst access can be sold an SE Advisory Membership for $14,200 USD (inclusive of IFF).

Cannot be combined with Team Bundle volume discounts.

Can be combined with multi-year commitment discounts.

Pricing Size City Population County Population
Higher Education
Student Population
Small Enterprise Pricing Small Enterprise 0 to 75K Pop. 0 to 250K Pop. 0 to 5K FTE Students Standard Pricing
Medium/Large Over 75K Pop. Over 250K Pop. Over 5K FTE Students Enterprise Over 450K Pop. Over 700K Pop. Over 30K FTE Students Size Segmentation Definition
GSA OFFERING – SER vICE LE vELS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 16 134
Membership Features
CIO Counselor
Membership
Executive
Counselor
Membership
Technical
Counselor
Membership
Counselor
Membership
Advisory
Membership
Team
Membership
Service Delivery
Dedicated Executive Counselor    
Onsite or Virtual Counselor
Visits 4/year 2/year 2/year
Custom Key Initiative Plan     
Advisory Services
IT Cost Analysis & Optimization
(or Onsite Std. Workshop)* **
IT Spend & Staffing
Benchmarking – Online* ** 
Expanded Industry Advisory
Access   
Concierge Services   
Software Selection as a Service Unlimited Unlimited Unlimited Unlimited 1/year Contract Review Service Unlimited Unlimited Unlimited Unlimited IT Vendor Price Benchmarking Unlimited Unlimited Unlimited Unlimited IT Vendor Negotiation
Assistance 4 3 3 2
Analyst Calls Unlimited Unlimited Unlimited Unlimited Unlimited Info-Tech LIVE Conference
Ticket 2 tickets 1 ticket 1 ticket 1 ticket 1 ticket
Research Content
Industry Research*   
Technology Project Research      
IT Process Research      
People & Leadership Research      
Tools & Templates Library      
Software Selection Content      
Digital Experiences
Info-Tech Academy Training
Platform      
Leadership Development
Program      
IT Diagnostic Programs     
IT Metrics Dashboard     
Industry Roundtables – Virtual     
360-Degree Feedback Tool   * Standard offering included covers commercial organizations with revenues under $1 billion in revenue or public institutions with budgets under $1 billion. ** These offerings can be substituted individually for 1 standard workshops each OR together for 1 enterprise workshop.

MEMbERShIp FEATURES
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 17 135
Membership Features
CFO Technology
Counselor
Membership
AI & Digital
Transformation
Counselor
Membership
Technical
Counselor
Membership
HIPO Technology
Advisory
Membership
HIPO Technology
Team
Membership
Service Delivery
Dedicated Executive Counselor   
Onsite or Virtual Counselor
Visits 1/year 2/year
Custom Key Initiative Plan    
Advisory Services
IT Cost Analysis & Optimization
(or Onsite Std. Workshop)* 
IT Spend & Staffing
Benchmarking – Online* 
Expanded Industry Advisory
Access   
Concierge Services  
Software Selection as a Service Unlimited Unlimited Unlimited Contract Review Service Unlimited Unlimited Unlimited
IT Vendor Price Benchmarking Unlimited Unlimited Unlimited IT Vendor Negotiation
Assistance 3 4 3
Analyst Calls Unlimited Unlimited Unlimited
IT Process Related
Calls
(M&G Framework)
Info-Tech LIVE Conference
Ticket 1 Ticket 2 Tickets 1 Ticket 1 Ticket
Research Content
Industry Research*    
Technology Project Research     
IT Process Research     
People & Leadership Research     
Tools & Templates Library     
Software Selection Content     
Digital Experiences
Info-Tech Academy Training
Platform     
Leadership Development
Program     
IT Diagnostic Programs   
IT Metrics Dashboard   
Industry Roundtables – Virtual  
360-Degree Feedback Tool  * Standard offering included covers commercial organizations with revenues under $1 billion in revenue or public institutions with budgets under $1 billion.

MEMbERShIp FEATURES
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SE Membership Features
CIO Counselor
Membership
Executive
Counselor
Membership
Counselor
Membership
SE Advisory
Membership
Team
Membership
Service Delivery
Dedicated Executive Counselor   
Onsite or Virtual Counselor
Visits 4/year 2/year
Custom Key Initiative Plan    
Advisory Services
IT Cost Analysis & Optimization
(or Onsite Std. Workshop)* **
IT Spend & Staffing
Benchmarking – Online* ** 
Expanded Industry Advisory
Access  
Concierge Services  
Software Selection as a Service Unlimited Unlimited Unlimited 1/year Contract Review Service Unlimited Unlimited Unlimited
1/yearIT Vendor Price Benchmarking Unlimited Unlimited Unlimited IT Vendor Negotiation
Assistance 4 3 2
Analyst Calls Unlimited Unlimited Unlimited Unlimited
Info-Tech LIVE Conference
Ticket 2 tickets 1 ticket 1 ticket
Research Content
Industry Research*  
Technology Project Research     
IT Process Research     
People & Leadership Research     
Tools & Templates Library     
Software Selection Content     
Digital Experiences
Info-Tech Academy Training
Platform     
Leadership Development
Program     
IT Diagnostic Programs    
IT Metrics Dashboard    
Industry Roundtables – Virtual    
360-Degree Feedback Tool  * Standard offering included covers commercial organizations with revenues under $1 billion in revenue or public institutions with budgets under $1 billion. ** These offerings can be substituted individually for 1 standard workshops each OR together for 1 enterprise workshop.

MEMbERShIp FEATURES
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 19 137
Product & Feature Definitions
Service Delivery
Dedicated Executive
Counselor
Members receive personalized and confidential one-on-one support from a seasoned IT executive to achieve their personal/ organizational goals, grow as a leader, and prepare for the next chapter of their career.

Onsite or Virtual
Counselor Visits
The Executive Counselor will travel to the member’s location throughout the year to spend the day working through the mem- ber’s agenda. The Counselor will address their top personal and organizational challenges, presenting relevant research and conducting working sessions.

Executive Advisor Executive Advisors support calls from members to help curate membership content and ensure they succeed against their initiatives.

Custom Key Initiative
Plan
A fully customized plan of the member’s top three to five initiatives mapped to all relevant Info-Tech content and experiences to assist with execution and to ensure success.

Advisory Services
IT Cost Analysis &
Optimization
Leverage the IT Spend & Staffing Benchmarking report to identify IT cost optimization initiatives and build an IT cost optimiza- tion strategy and a 12-month roadmap. Prerequisite service: IT Spend & Staffing Benchmarking.

IT Spend & Staffing
Benchmarking – Online
An online service where Info-Tech experts accurately map and benchmark your IT spend and staffing against industry peers to build a comprehensive report detailing IT spend and staffing along four perspectives: Expense, Service, Business, and Innovation. Prerequisite for IT Cost Analysis & Optimization.

Industry Advisory Access Unlimited phone access to our team of industry experts to guide members through our industry research content and provide insights into the specific trends and challenges of our members’ industries.

Concierge Services A powerful set of over 20 high-impact, single-day consulting engagements designed to be delivered online or onsite.

Software Selection as a
Service Five advisory calls over a five-week period to accelerate and improve the member’s software selection process.

Contract Review Service Access to our IT contracts experts who will conduct a business review of the Terms & Conditions and provide a comprehen- sive written summary of feedback.

IT Vendor Price
Benchmarking
Access to our IT Vendor Price Benchmarking experts who will conduct a business review of the pricing and provide feedback on market competitiveness of your deal.

IT Vendor Negotiation
Assistance
Access to our IT pricing experts and exclusive negotiation intelligence to achieve best in circumstance deals on $1M+ con- tract value covering 40+ major IT Vendors.

Analyst Calls
Unlimited phone access to our team of subject matter experts to guide members through their most challenging technology projects. An analyst from the team who wrote the research works with you at key project milestones to advise, coach, and offer insight.

Info-Tech LIVE
Conference Ticket
Access to Info-Tech’s premier conference experience with insightful keynotes, practical breakout sessions, and one-on-one analyst experiences.

Research Content
Industry Research In-depth, industry-specific research content that includes benchmarking reports, trends analysis, technology evaluations, and reference architectures.

Technology Project
Research
Over 450 do-it-yourself project blueprints to help our members save time and money when executing their most critical IT initiatives.

IT Process Research A comprehensive and connected set of 45 project methodologies and best practices for improving and optimizing core IT processes.

People & Leadership
Research Strategies on how to lead teams effectively and resources proven to help you become a better manager.

Tools & Templates Library Members save time creating critical IT documents and project deliverables with our massive, ready-to-deploy library of over 1,000 tools and templates.

Software Selection
Content SoftwareReviews vendor evaluations and rankings reports that aggregate feedback from real IT professionals and business leaders.

Digital Experiences
Info-Tech Academy
Training Platform An online learning management platform with 100+ hours of video content, 50+ quizzes, and nine certification programs.

Leadership Development
Program
An online or in-person leadership program focused on improving decision-making and people-management skills for high-po- tential staff.

IT Diagnostic Programs Over 20 prebuilt survey programs to ask business and IT stakeholders insightful questions and convert their responses into reports that help IT departments make critical decisions. pROdUCT & FEATURE dEFINITIONS
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IT Metrics Dashboard An online portal for collaboratively collecting, managing, and communicating success on key IT metrics and projects.

Industry Roundtable
– Virtual
Access to monthly virtual industry roundtable discussions and peer networking to explore common challenges, share best practices, and help shape our industry research agenda. 360-Degree Feedback
Tool
An easy-to-use, customizable employee feedback tool to give IT leaders a multifaceted evaluation across their key competencies.
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 21 139
CIO Counselor Membership
The CIO Counselor is our premier membership designed to help CIOs in larger, complex organizations deliver results and improve their effectiveness as a leader. It includes all available content and services and is the best way to experience Info-Tech.

Service Delivery
Dedicated Executive Counselor
Members receive personalized and confidential one-on-one support from a seasoned IT executive to achieve their per- sonal/organizational goals, grow as a leader, and prepare for the next chapter of their career.

Also Includes:
• Four Onsite/Virtual Counselor Visits
• Custom Key Initiative Plan
• Designated Executive Counselor
Research Content
Project Blueprints
Over 450 step-by-step project methodologies to help
members execute technology projects and improve core
IT processes.

Tools & Templates Library
Over 1,000 ready-to-deploy tools and templates to save
members time creating critical IT documents and project deliverables.

Software Selection Content
SoftwareReviews’ vendor evaluations and rankings reports that aggregate feedback from real IT professionals and
business leaders.

Premium Industry Content
In-depth, industry-specific research content that includes benchmarking reports, trends analysis, technology
evaluations, and reference architectures.

Also Includes:
• People & Leadership Research
Sample Key Initiative Plan
Sample Trends Report
Sample Diagnostic Report
Sample Industry Content
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 22 140
CIO Counselor Membership
Advisory Services
IT Spend & Staffing Benchmarking – Online
Info-Tech experts accurately map and benchmark your IT
spend and staffing against industry peers to build a com- prehensive report detailing IT spend and staffing along four perspectives: Expense, Service, Business, and Innovation.

IT Cost Analysis & Optimization
Leverage the IT Spend & Staffing Benchmarking report to identify IT cost optimization initiatives and build an IT cost optimization strategy and a 12-month roadmap. IT Spend
& Staffing Benchmarking is a prerequisite to this service.

Option to substitute for a standard workshop.

Unlimited Analyst Calls
Unlimited phone access to our team of subject matter
experts to guide you through your most challenging tech- nology projects. An analyst from the team who wrote the research works with you at key project milestones to advise, coach, and offer insight.

Industry Research & Advisory
In-depth, industry-specific research content and advisory service that includes benchmarking reports, trends analysis, technology evaluations, reference architectures, and unlim - ited phone access to our team of industry subject matter experts.

IT Vendor Price Benchmarking & Negotiation
Assistance
Access to our IT pricing experts and exclusive negotiation intelligence to achieve best-in-circumstance deals on con- tracts with a value over $1M with over 40 major IT vendors.

IT Vendor Negotiation Assistance for up to 4 contracts
included with membership.

Also Includes:
• Concierge Services
• Software Selection as a Service
• Contract Review Service
• Two Info-Tech LIVE Tickets
Digital Experiences
IT Diagnostic & Benchmarking Programs
Over 20 prebuilt survey programs to ask business and
IT stakeholders insightful questions and convert their
responses into reports that help IT departments make
critical decisions.

Also Includes:
• Info-Tech Academy Training Platform
• IT Metrics Dashboard
• Leadership Development Program
• 360-Degree Feedback Tool
Sample
Diagnostic
Report
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 23 141
AI & Digital Transformation
Counselor Membership
The AI Transformation Counselor Membership is designed to help Senior IT and Business Leaders deliver results on complex AI and digital transformation initiatives and improve their effective- ness as a transformational leader. With a focus on AI and Digital Transformations, this is the most effective way to partner with Info- Tech to drive transformational change through the organization.

Service Delivery
Dedicated AI-Digital Transformation Counselor
Members receive personalized and confidential one-on-one support from a seasoned Enterprise-level IT executive to en- hance their AI and Digital Transformation expertise, achieve their goals, and prepare for the next chapter of their career.

Also Includes:
• Four Onsite/Virtual Counselor Visits
• Custom Key Initiative Plan
• Designated Account Manager
Research Content
Project Blueprints
Over 450 step-by-step project methodologies to help
members execute technology projects and improve core
IT processes.

Tools & Templates Library
Over 1,000 ready-to-deploy tools and templates to save
members time creating critical IT documents and project deliverables.

Software Selection Content
SoftwareReviews’ vendor evaluations and rankings reports that aggregate feedback from real IT professionals and
business leaders.

Premium Industry Content
In-depth, industry-specific research content that includes benchmarking reports, trends analysis, technology
evaluations, and reference architectures.

Also Includes:
• People & Leadership Research
Sample Key Initiative Plan
Sample Industry Content
Sample Template
Sample Data Quadrant Report
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 24 142
AI & Digital Transformation
Counselor Membership
Advisory Services
Unlimited Analyst Calls
Unlimited phone access to our team of subject matter
experts to guide you through your most challenging tech- nology projects. An analyst from the team who wrote the research works with you at key project milestones to advise, coach, and offer insight.

IT Vendor Negotiation Assistance for up to 4 contracts
included with membership.

Also Includes:
• Info-Tech Academy Training Platform
• IT Metrics Dashboard
• Leadership Development Program
• 360-Degree Feedback Tool
Sample AI
Research
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 25 143
Executive Counselor Membership
The Executive Counselor is one of our top memberships,
designed to help CIOs and IT leaders deliver value, achieve goals, and improve and grow the contributions of IT. It in- cludes all People & Leadership content required to manage the department and develop as a leader.

Also Includes:
• Two Onsite/Virtual Counselor Visits
• Custom Key Initiative Plan
• Designated Executive Counselor
Research Content
Project Blueprints
Over 450 step-by-step project methodologies to help
members execute technology projects and improve core
IT processes.

Tools & Templates Library
Over 1,000 ready-to-deploy tools and templates to save
members time creating critical IT documents and project deliverables.

Software Selection Content
SoftwareReviews’ vendor evaluations and rankings reports that aggregate feedback from real IT professionals and
business leaders.

McLean & Company HR Research
Unlimited access to all human resources research content through our HR division, McLean & Company.

Also Includes:
• People & Leadership Research
• Access to Industry Analysts & Research
Sample Key Initiative Plan
Sample Template
Sample Data Quadrant Report
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 26 144
Executive Counselor Membership
Advisory Services
IT Spend & Staffing Benchmarking – Online
Info-Tech experts accurately map and benchmark your IT
spend and staffing against industry peers to build a com- prehensive report detailing IT spend and staffing along four perspectives: Expense, Service, Business, and Innovation.

Industry Research & Advisory
In-depth, industry-specific research content and advisory service that includes benchmarking reports, trends analysis, technology evaluations, reference architectures, and un- limited phone access to our team industry subject matter experts.

IT Vendor Negotiation Assistance for up to 3 contracts
included with membership.

Also Includes:
• Concierge Services
• Software Selection as a Service
• Contract Review Service
• Info-Tech LIVE Ticket
Digital Experiences
IT Diagnostic & Benchmarking Programs
Over 20 prebuilt survey programs to ask business and IT stakeholders insightful questions and convert their responses into reports that help IT departments make critical decisions.

Also Includes:
• Info-Tech Academy Training Platform
• IT Metrics Dashboard
• Leadership Development Program
• 360-Degree Feedback Tool
Sample
Diagnostic
Report
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 27 145
Counselor Membership
The Counselor Membership is designed to improve the
maturity of IT and develop CIOs and IT leaders with expert guidance complemented by robust services, research, tools, and resources. It includes our most popular content and ser- vices to execute key initiatives.

Also Includes:
• One Onsite/Virtual Counselor Visit
• Custom Key Initiative Plan
• Designated Executive Counselor
Research Content
Project Blueprints
Over 450 step-by-step project methodologies to help
members execute technology projects and improve core
IT processes.

Tools & Templates Library
Over 1,000 ready-to-deploy tools and templates to save
members time creating critical IT documents and project deliverables.

Software Selection Content
SoftwareReviews’ vendor evaluations and rankings reports that aggregate feedback from real IT professionals and
business leaders.

Also Includes:
• People & Leadership Research
• IT Process Research
Sample Key Initiative Plan
Sample Template
Sample Emotional Footprint
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 28 146
Counselor Membership
Advisory Services
Software Selection as a Service
Five advisory calls over a five-week period to accelerate and improve the member’s software selection process.

Contract Review Services
Access to our IT contracts experts, who will conduct a busi - ness review of the Terms & Conditions and provide a com- prehensive written summary of feedback.

IT Vendor Negotiation Assistance for up to 2 contracts
included with membership.

Also Includes:
• Price Benchmarking & Negotiation for 2 Contracts
• Info-Tech LIVE Ticket
Digital Experiences
IT Diagnostic & Benchmarking Programs
Over 20 prebuilt survey programs to ask business and
IT stakeholders insightful questions and convert their
responses into reports that help IT departments make
critical decisions.

Info-Tech Academy Training Platform
An online learning management platform with 100+
hours of video content, 50+ quizzes, and nine certification programs.

Also Includes:
• IT Metrics Dashboard
• Leadership Development Program
Sample
Diagnostic
Report
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 29 147
CFO Technology Counselor
Membership
The CFO Technology Counselor Membership is designed to help fi- nance leaders manage technology business units and digitally trans- form their finance organization. This membership provides CFOs with the services of a dedicated finance and technology specialist to help them drive value through technology within their organization.

Service Delivery
Dedicated Executive Counselor With Finance and
IT Experience
Members receive personalized and confidential one-on-one support from a veteran CFO Technical Counselor with deep financial and IT management experience to achieve their financial and IT goals and navigate technology leadership and tech cost optimization.

Also Includes:
• One Onsite/Virtual Counselor Visit
• Custom Key Initiative Plan
• Designated Account Manager
Research Content
Project Blueprints
Over 450 step-by-step project methodologies to help members execute technology projects and improve core IT processes.

Tools & Templates Library
Over 1,000 ready-to-deploy tools and templates to save members time creating critical IT documents and project deliverables.

Software Selection Content
SoftwareReviews’ vendor evaluations and rankings reports that aggregate feedback from real IT professionals and business leaders.

Premium Industry Content
In-depth, industry-specific research content that includes bench- marking reports, trends analysis, technology evaluations, and refer- ence architectures.

Also Includes:
• People & Leadership Research
• IT Process Research
Sample Key Initiative Plan
Sample Concierge Experience
Sample Research
Sample Methodology
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 30 148
CFO Technology Counselor
Membership
Advisory Services
IT Spend & Staffing Benchmarking or IT Cost Analy-
sis
Access to either IT Spend & Staffing Benchmarking to help map out costs and provide transparency into current IT
spending, or the IT Cost Analysis & Optimization service to identify IT cost optimization initiatives and build an IT cost optimization strategy.

Unlimited Analyst Calls
Unlimited phone access to our team of subject matter
experts to guide you through your most challenging
technology projects. An analyst from the team who wrote the research works with you at key project milestones to advise, coach, and offer insight.

IT Vendor Negotiation Assistance for up to 3 contracts
included with membership.

Also Includes:
• Concierge Services
• Software Selection as a Service
• Contract Review Service
• Info-Tech LIVE Ticket
Digital Experiences
IT Diagnostic Programs
Over 20 prebuilt survey programs to ask business and
IT stakeholders insightful questions and convert their
responses into reports that help IT departments make
critical decisions.

Also Includes:
• Info-Tech Academy Training Platform
• IT Metrics Dashboard
• Leadership Development Program
• 360-Degree Feedback Tool
Sample
Diagnostic
Report
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 31 149
Technical Counselor
Membership
The Technical Counselor Membership is designed to help IT leaders deliver value, achieve goals, and improve and grow the contributions of IT with a focus on technical excellence. It also includes all People & Leadership content required to manage a team and develop as a leader.

Service Delivery
Dedicated Technical Counselor
Members receive personalized and confidential one-on-one support from a seasoned IT executive to enhance their technical expertise, achieve their goals, and prepare for the next chapter of their career.

Also Includes:
• Two Onsite/Virtual Counselor Visits
• Custom Key Initiative Plan
• Designated Account Manager
Research Content
Project Blueprints
Over 450 step-by-step project methodologies to help members execute technology projects and improve core IT processes.

Tools & Templates Library
Over 1,000 ready-to-deploy tools and templates to save members time creating critical IT documents and project deliverables.

Software Selection Content
SoftwareReviews’ vendor evaluations and rankings reports that aggregate feedback from real IT professionals and business leaders.

People & Leadership Research
Strategies on how to lead teams effectively and resources proven to help you become a better manager.

Also Includes:
• IT Process Research
Technical Domains
Applications
Infrastructure & Operations
Security
Data & Analytics
Enterprise Architecture
Privacy
Project Management Office (PMO)
Vendor Management
Service Management
Sample Template
Sample Data Quadrant Report
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 32 150
Technical Counselor
Membership
Advisory Services
Unlimited Analyst Calls
Unlimited phone access to our team of subject matter
experts to guide you through your most challenging
technology projects. An analyst from the team who wrote the research works with you at key project milestones to advise, coach, and offer insight.

Industry Research & Advisory
In-depth, industry-specific research content and advisory service that includes benchmarking reports, trends analysis, technology evaluations, reference architectures, and unlimited phone access to our team of industry subject matter experts.

IT Vendor Negotiation Assistance for up to 3 contracts
included with membership.

Also Includes:
• Info-Tech Academy Training Platform
• IT Metrics Dashboard
• Leadership Development Program
• 360-Degree Feedback Tool
Sample
Diagnostic
Report
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 33 151
Advisory Membership
The Advisory Membership is designed to help IT leaders
and managers complete projects and improve processes
by leveraging our team of expert analysts and world-class research. It includes our basic content and services and is a great way for IT employees to experience and leverage the core services of Info-Tech.

Service Delivery
Custom Key Initiative Plan
We work with you to identify your top priorities and tailor our services to drive your key initiatives. This ensures a guided and aligned approach to make the most of your
Info-Tech membership.

Also Includes:
• Designated Account Manager
Research Content
Project Blueprints
Over 450 step-by-step project methodologies to help
members execute technology projects and improve core
IT processes.

Tools & Templates Library
Over 1,000 ready-to-deploy tools and templates to save
members time creating critical IT documents and project deliverables.

Software Selection Content
SoftwareReviews’ vendor evaluations and rankings
reports that aggregate feedback from real IT professionals and business leaders.

People & Leadership Research
Strategies on how to lead teams effectively and resources proven to help you become a better manager.

Also Includes:
• IT Process Research
Sample Key Initiative Plan
Sample Template
IT Management & Governance Framework
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 34 152
Advisory Membership
Advisory Services
Software Selection as a Service (1/year)
Five advisory calls over a five-week period to accelerate and improve the member’s software selection process.

Also Includes:
• Info-Tech LIVE Ticket
Digital Experiences
IT Diagnostic & Benchmarking Programs
Over 20 prebuilt survey programs to ask business and
IT stakeholders insightful questions and convert their
responses into reports that help IT departments make
critical decisions.

Info-Tech Academy Training Platform
An online learning management platform with 100+
hours of video content, 50+ quizzes, and nine certification programs.

Also Includes:
• IT Metrics Dashboard
• Leadership Development Program
Sample
Diagnostic
Report
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 35 153
SE Advisory Membership
The SE Advisory Membership is designed to help IT leaders and managers complete projects and improve processes by leveraging our team of expert analysts and world-class re- search. It includes our basic content and services and is a great way for IT employees to experience and leverage the core services of Info-Tech.

Tools & Templates Library
Over 1,000 ready-to-deploy tools and templates to save
members time creating critical IT documents and project deliverables.

Software Selection Content
SoftwareReviews’ vendor evaluations and rankings
reports that aggregate feedback from real IT professionals and business leaders.

People & Leadership Research
Strategies on how to lead teams effectively and resources proven to help you become a better manager.

Also Includes:
• IT Process Research
Sample Key Initiative Plan
Sample Template
IT Management & Governance Framework
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 36 154
SE Advisory Membership
Advisory Services
Software Selection as a Service (1/year)
Five advisory calls over a five-week period to accelerate and improve the member’s software selection process.

Contract Review + Price Benchmarking & Negotia-
tion (1/year)
Access to our IT contracts experts, who will conduct a busi - ness review of the Terms & Conditions as well as provide exclusive negotiation intelligence to achieve best-in-circum - stance deals on contracts with a value over $1M with over 40 major IT vendors.

Digital Experiences
IT Diagnostic & Benchmarking Programs
Over 20 prebuilt survey programs to ask business and
IT stakeholders insightful questions and convert their
responses into reports that help IT departments make
critical decisions.

Info-Tech Academy Training Platform
An online learning management platform with 100+
hours of video content, 50+ quizzes, and nine certification programs.

Also Includes:
• IT Metrics Dashboard
• Leadership Development Program
Sample
Diagnostic
Report
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 37 155
Concierge Services
Our Concierge Services are accelerated, pre-scoped consulting engagements designed to be delivered online or onsite.

Valuable Experiences Tailored to Your Needs
Every Concierge Service is built to provide practical,
custom solutions to real pain points experienced by IT
leaders.

Our Analysts Do the Heavy Lifting
With minimal time commitment on your part, our subject
matter experts will lead the service and produce all final deliverables.

Get Tangible Results Fast
From the initial booking to the final handoff, these en- gagements can be completed in a matter of days – not
weeks!
Highly Polished Deliverables
You’ll leave each Concierge Service with a set of visually stunning client deliverables you will be excited to share with your boss.

What do our members say?
“The best part is having an independent
point of view from experienced consul-
tants that help us enhance and fine-tune
our deliverables in a way that meets best
standards and practices.”
Sample from IT Strategy Visualization Service
Sample from First 100 Days as CIO
Sample from Custom Vendor Landscape
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 38 156
Industry Research
& Advisory Services
Info-Tech’s Industry Research & Advisory program aims to build alignment between IT leaders and the business they serve. It adds a layer of industry insight and research depth that better meets IT and business leaders where they are in their specific context within their specific industry.

Research Content
Industry-Specific Research
In-depth, industry-specific research content and advisory service that includes benchmarking reports, trend analysis, technology evaluations, and reference architectures.

Advisory Services
Unlimited Analyst Calls With Industry Analysts
Unlimited phone access to our team of industry
experts to guide you through your most challenging initia- tives and strategic considerations.

Executive Peer Group Discussions
Join IT leaders discussing pertinent topics within their respective industries to validate their approaches with their peers. Focus on gaining insight, networking, and
building strong connections among a consistent group of attendees.

Linking Business & IT Value Maps
Draw clear connections between the business’ strategic
objectives and IT programs and initiatives. This is a crucial exercise in demonstrating the role of IT and positioning IT as a business partner.

Digital Transformation
Form a solid understanding of your industry’s value
streams, unique capabilities, and business and technology trends to be able to lead and deliver on digital transforma- tion initiatives.

Sample Reference Architecture
Sample Trend Analysis
Sample IT Satisfaction Benchmarking
Report Excerpt
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 39 157
Industry Research & Advisory
Services (Small Enterprise)
Info-Tech’s Industry Research & Advisory program aims to build alignment between IT leaders and the business they serve. It adds a layer of industry insight and research depth that better meets IT and business leaders where they are in their specific context within their specific industry.

Sample Reference Architecture
Sample Trend Analysis
Sample IT Satisfaction Benchmarking
Report Excerpt
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 40 158
Team Membership
The Team Membership is our basic membership designed
to help IT managers and employees execute on projects
and improve processes with world-class research, tools, and templates. It includes the core research product and is a great way to become familiar with Info-Tech.

Service Delivery
Account Manager
Your Account Manager will ensure you get the most value from your membership by helping you understand your entitle- ments and the resources you can leverage to help you excel in your role.

Research Content
Project Blueprints
Over 450 step-by-step project methodologies to help mem- bers execute technology projects and improve core
IT processes.

Tools & Templates Library
Over 1,000 ready-to-deploy tools and templates to save
members time creating critical IT documents and project deliverables.

People & Leadership Research
Strategies on how to lead teams effectively and resources proven to help you become a better manager.

IT Process Research
A comprehensive and connected set of 45 project methodol- ogies and best practices for improving and optimizing core IT processes.

Software Selection Content
SoftwareReviews’ vendor evaluations and rankings reports that aggregate feedback from real IT professionals and busi- ness leaders.

Sample Video
Sample Template
Sample Blueprint
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 41 159
Team Membership
Digital Experiences
Leadership Development Program
An online or in-person leadership program focused on
improving decision-making and people-management skills
for high-potential staff.

Info-Tech Academy Training Platform
An online learning management platform with 100+
hours of video content, 50+ quizzes, and nine certification programs.

Info-Tech
Academy
Training
Platform
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 42 160
HIPO Technology
Advisory Membership
The HIPO Technology Advisory Membership is designed for high- potential IT staff as they complete projects and improve processes by leveraging our team of expert analysts and world-class research.

It includes our basic content and services within our IT Process re- lated research areas (M&G Framework) and is a great way for IT em- ployees to experience and leverage the core services of Info-Tech.

Service Delivery
Custom Key Initiative Plan
A fully customized plan of the member’s top three to five initiatives mapped to all relevant Info-Tech content and experiences to assist with execution and to ensure success.

Also Includes:
• Designated Account Manager
Research Content
IT Process Research
A comprehensive and connected set of 45 project methodologies and best practices for improving and optimizing core IT processes.

Tools & Templates Library
Over 200 ready-to-deploy tools and templates to save members time creating critical IT documents and project deliverables.

Software Selection Content
SoftwareReviews’ vendor evaluations and rankings reports that aggregate feedback from real IT professionals and business leaders.

People & Leadership Research
Strategies on how to lead teams effectively and resources proven to help you become a better manager.

Sample Key Initiative Plan
Sample Template
IT Management & Governance Framework
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 43 161
HIPO Technology
Advisory Membership
Advisory Services
Unlimited Analyst Calls
(M&G Framework topics only)
Unlimited phone access to our team of subject matter
experts to guide you through your most challenging
technology projects. An analyst from the team who wrote the research works with you at key project milestones to advise, coach, and offer insight.

Also Includes:
• One Info-Tech LIVE Ticket
Digital Experiences
Info-Tech Academy Training Platform
An online learning management platform with
100+ hours of video content, 50+ quizzes, and
nine certification programs.

Sample
Diagnostic
Report
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 44 162
HIPO Technology
Team Membership
The HIPO Technology Team Membership is designed to help high-potential IT staff execute on projects and improve pro- cesses with world-class research, tools, and templates. It includes the core research products within our IT Process related research (M&G Framework) and is a great way to
become familiar with Info-Tech.

Service Delivery
Account Manager
Your Account Manager will ensure you get the most value from your membership by helping you understand your
entitlements and the resources you can leverage to help you excel in your role.

Research Content
IT Process Research
A comprehensive and connected set of 45 project methodol- ogies and best practices for improving and optimizing core IT processes.

Tools & Templates Library
Over 200 ready-to-deploy tools and templates to save
members time creating critical IT documents and project deliverables.

Software Selection Content
SoftwareReviews’ vendor evaluations and rankings reports that aggregate feedback from real IT professionals and
business leaders.

People & Leadership Research
Strategies on how to lead teams effectively and resources proven to help you become a better manager.

Sample Video
Sample Template
Sample Blueprint
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 45 163
HIPO Technology
Team Membership
Digital Experiences
Leadership Development Program
An online or in-person leadership program focused on
improving decision-making and people-management skills
for high-potential staff.

Info-Tech Academy Training Platform
An online learning management platform with 100+
hours of video content, 50+ quizzes, and nine certification programs.

Info-Tech
Academy
Training
Platform
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 46 164
Workshops
Info-Tech Workshops are one-week collaborative problem- solving engagements that result in a practical and action - able deliverable.
• With methodologies built to scale, our Workshops fit
organizations of all sizes and industries.
• We engage the right people at the right time to ensure we’re making the most of your team’s time.
• Nearly every blueprint has a Workshop option. With over 100 unique topics, the choice is yours.

Info-Tech’s Top-Rated Member Experience
With an Average Rating of 9.4/10
All Time – Top 20 Most Delivered
• Build a Business-Aligned IT Strategy
• Build an Information Security Strategy
• Standardize the Service Desk
• Create a Right-Sized Disaster Recovery Plan
• Develop a PPM Strategy
• Create a Data Management Roadmap
• Cloud Strategy and Action Plan
• Establish Data Governance
• Tailor IT Project Management Processes to Fit Your Projects • Design and Build a User-Facing Service Catalog
• Develop a Business Continuity Plan
• Create a Service Management Roadmap
• Optimize Change Management
• Improve Requirements Gathering
• Implement Agile Practices That Work
• Design an Enterprise Architecture Strategy
• Drive Real Business Value with an HRIS Strategy
• Improve IT Governance to Drive Results
• Build a Reporting and Analytics Strategy (BI Strategy) • Build the Business by Building an Infrastructure Roadmap What Do Our Members Say?
Workshops are consistently our top-rated
member experience.
“This was an awesome workshop!
Extremely valuable for our team. We
walked away with tangible artifacts,
a clear roadmap for next steps, and
areas to further discuss/deep dive
into. Our workshop facilitator did an
excellent job ensuring my needs (as
company leader) where addressed in
pre-meetings – and then performed
a superb job engaging everyone and
keeping the flow moving. My first real
virtual workshop over multiple days
(COVID-19) and it was a huge success.

Will look to book [a workshop] again
for future areas of interest.”
“Info-Tech’s project team was orga-
nized and thoroughly professional.

They were proactive, adaptable, and
worked diligently to understand our
expectations. I was very impressed
with the team and the quality of the
delivered outputs.”
Onsite delivery available for
additional charge.
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 47 165
Enterprise
Workshops
Info-Tech Enterprise Workshops are one-week customizable workshops designed specifically for our Enterprise level cli- ents that result in a practical, actionable, and boardroom-ready deliverable.

Enterprise Workshops build on our proven Workshop program through four key added benefits:

Customizable to Address Your Most Pressing Prob-
lems
Using Info-Tech research and frameworks as the foundation, Enterprise Workshops allow for greater customization to en- sure the engagement is scoped and delivered to the appropriate depth and breadth of your needs to address your most pressing problems.

Tailored to Your Unique Needs
Enterprise Workshops are delivered in one week but leverage seven dedicated days of effective effort by Info-Tech. We work with you to ensure the pre- and post-work performed by our experienced Workshop facilitators meets the unique needs of your organization.

Aligned to Your Industry
Enterprise Workshops provide you with a subject matter expert as well as an Industry specialist to ensure that the workshop deliverable is tailored for your business and industry.

Complete With a Boardroom-Ready Deliverable
Your final deliverable will include a boardroom-ready executive presentation, which can be presented by one of Info-Tech’s expert facilitators upon request.

Top 10 Most Delivered
Workshops (Enterprise Cli-
ents):

Build a Business-Aligned IT Strategy
Standardize the Service Desk
Create a Right-Sized DRP
Establish Data Governance
Build an Information Security Strategy
Create a Data Management Roadmap
Develop a PPM Strategy
Cloud Strategy and Action Plan
Improve IT Governance to Drive Results
IT Organizational Design
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 48 166
Small Enterprise
Workshops
Info-Tech SE Workshops are three-day collaborative prob- lem-solving engagements that result in a practical and ac- tionable deliverable.

SE Workshops are designed specifically for small and
emerging enterprises.

Leverage the Expertise of Experienced Facilitators
Learn from open discussion as workshop facilitators nav- igate and lead conversations with stakeholders, the busi - ness, and IT.

Aligned to Your Department’s Goals & Needs
Workshops are tailored to your goals so we can apply the right best practices to get you where you need to be.

Optimize Limited Resources
Apply frameworks and methodologies that will get the most from your department.

Made to Match Your Maturity
Workshops meet you where you are at to apply a right-sized, best-practice approach to progress your organization.

Info-Tech’s SE Workshop Catalog covers key
components of the SE Management & Governance
Framework.

Sample Topics From the
SE Workshop Catalog
CIO
Strategy & Governance
• Build a Business-Aligned IT Strategy
• Redesign Your IT Organizational
Structure
IT Operations
• Create a Service Management Roadmap
• Jump Start Your Vendor Management
Initiative
Applications
Application Management
• Application Portfolio Management
Foundations
PMO
IT Operations
• Develop a PPM Strategy
Data
Application Management
• Build a Robust and Comprehensive Data
Strategy
Infrastructure & Operations
Infrastructure Management
• Define Your Cloud Vision
• Document Your Cloud Strategy
Information Security
Security & Risk Management
• Create a Right-Sized Disaster Recovery
Plan
• Develop a Business Continuity Plan
• Build an Information Security Strategy
IT Strategy &
Governance
Stakeholder
Management
People & Resource
Management
Project
Management
Requirements
Gathering
Service
Desk
Vendor
Management
Incident & Problem
Management
Availability
& Capacity
Management
Business
Continuity
Planning
Asset
Management
Change & Release
Management
Disaster Recovery
Planning
Security
Strategy
Analytics
& Reporting
Application
Portfolio
Management
Data Architecture
& Governance
Application
Selection
& Implementation

IT STRATEGY &

GOVERNANCE

IT OPERATIONS

INFRASTRUCTURE

MANAGEMENT

SECURITY & RISK

MANAGEMENT

APPLICATION

MANAGEMENT
EDM01
APO02
APO08
EDM05
ITRG01
BAI01
DSS02
BAI02
DSS03
APO10
BAI04
BAI09
APO13
DSS04
DSS04BAI06
BAI07
BAI03
ITRG07
ITRG09
ITRG04
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 49 167
Cybersecurity Workforce
Development – Analyst
A six-month expert-facilitated training program to develop critical cybersecurity skills missing within IT organizations through a combination of live virtual lectures, practical exer- cises, and cyber range labs. Registered learners produce de- liverables for immediate application to real business needs and objectives of the client organization.

Develop critical cybersecurity skills missing within
your team and organization through:
• Standardized curriculum with flexible projects tailored to business needs
• Realistic cyber range scenarios
• Ready-to-deploy security deliverables
• Real assurance of skill development

Sample program deliverables include:
• Vulnerability Assessment & Remediation Plan
• Threat & Risk Assessment Report
• Security Risk Register
• Data Classification Scheme
• Baseline Configuration Standard aligned with security policy • Security Incident Response Runbook

Analyst program track features:
• Personalized Development Plan
• Development Scorecard
• Up to five practical deliverables customizable to operational use • Focus on tactical cybersecurity implementation
Program Features:
• Live facilitated sessions
• Security analysts and leaders
• Average of 65 hours over six months
• Certificate and CPE credits
High-Level Program Overview
Info-Tech Learning Assurance Framework
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 50 168
Cybersecurity Workforce
Development – Leader
A six-month expert-facilitated training program to develop critical cybersecurity skills missing within IT organizations through a combination of live virtual lectures, practical exer- cises, and cyber range labs. Registered learners produce de- liverables for immediate application to real business needs and objectives of the client organization.

Leader program track features:
• Personalized Development Plan
• Development Scorecard
• Up to five practical deliverables customizable to operational use with hands-on support
• Focus on strategic cybersecurity business alignment, pro- gram management, and governance
• 1:1 Coaching with a dedicated Cybersecurity Advisor
• Security Leadership Playbook to become a world-class CISO • Custom Key Initiative Plan for maturing a security program Program Features:
• Live facilitated sessions
• Security analysts and leaders
• Average of 65 hours over six months
• Certificate and CPE credits
High-Level Program Overview
Info-Tech Learning Assurance Framework
pROdUCT & FEATURE dEFINITIONS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 51 169
Info-Tech Research Group is a full-service professional IT research, advisory, and professional services firm founded in 1997, with approximately 700 full-time employees through- out North America. Our services include technology-based business research, industry-specific reporting, best-practice methodologies, benchmarking, and market analysis research.

Info-Tech offers a practical approach to complex technology and business issues.

Our consulting services provide you with expert practitioners and advisors throughout the duration of your engagement, enabling you to effectively outsource your IT initiative or project to those with the knowledge, skills, and tools to deliver quality-driven value. Info-Tech Consulting Services blends the insights of our more than 30,000 members with the
market-approved talents and methodologies of our consulting staff to bring your organization a unique, powerful, and holistic professional services offering.

Leveraging the deep knowledge of our renowned research
firm, our management consultants build practical, tactical, and actionable roadmaps for IT departments to harness the power of technology. Whether resolving complex issues or accelerating projects, our custom engagements drive mea - surable results, not only in the next three to six months but also in the years beyond.

With decades of IT consulting experience, our principals have introduced cultures of innovation across various in- dustries in public and private sectors, empowering IT profes- sionals to execute and accelerate strategic initiatives that drive value for their organization at any stage.

As part of the world’s fastest-growing IT research firm, our consultants are backed by a team of subject matter ex-
perts who have made careers of studying the nuances of
IT, together spending 70,000 hours annually researching best practices, benchmarks, and trends across numerous
industries.

GSA Offering – Consult-
ing (SIN 54151S)
GSA OFFERING – C ONSULTING
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 52 170
Info-Tech’s Scope of Work is defined broadly by the following strategic and high-value activities:

CIO Services
Info-Tech can provide the client with advisory services per- taining to Strategy, Transformation, and Governance to build a forward-looking organization. Through its Strategy prac- tice, Info-Tech can support leaders and executive teams by analyzing the client’s current state of initiatives and pro- cesses, identifying key organizational priorities, and building a forward-oriented, business-aligned strategy. Info-Tech can also provide transformation support and support the client through times of change by outlining a future-oriented digital delivery model and aligned business models. Lastly, Info-Tech CIO Services also provides Governance advisory, which includes improving decision making and building
alignment through process improvement, business-IT align- ment, and policy management.

Data and Analytics/AI
Info-Tech can provide the client with analysis and recommen- dations for developing data and analytics/BI/AI strategies, governance, assessment/benchmarking, system selections, applied research, operating models, business cases, and implementation roadmaps/plans to better meet business
objectives. Info-Tech can also assist the client with optimizing data management capabilities, including helping the client to mature data quality, metadata management, primary/
reference data, data architecture, data modeling, data ware- housing, and data integration. Info-Tech can provide ad - vanced analytics/BI/AI capabilities to the client to enable better business insight and more effective decision making.

Infrastructure
Info-Tech can provide the client with the development of IT Infrastructure services working to develop an IT infrastructure strategy that is right for the client’s needs. This includes IT cloud strategies, designs, roadmaps and selection
services for infrastructure solutions encompassing pri- vate/public/hybrid cloud services, data center migrations, secure remote work/unified communications, and business continuity planning and disaster recovery planning program management. Info-Tech can also assist with the complete IT infrastructure lifecycle from design to implementation, enabling the successful adoption of selected solutions.

Security
Info-Tech’s cybersecurity-certified consultants, engineers, and analysts provide a vendor-agnostic and holistic approach to identifying, managing, and remediating organizational risk. Our cybersecurity practice introduces operational stability, data privacy, and digital brand protection. Using industry-recog - nized frameworks and best practices, our consultants deliver repeatable, affordable, and goals-orientated solutions that meet the most complex enterprise requirements. Info-Tech’s core teams and partners are considered subject matter experts who have attained the highest industry certifications.

Independent Verification & Validation
Info-Tech can provide a variety of implementation/technical oversight and Independent Verification & Validation (IV&V) services. Using an adaptable methodology developed for
the UN and vetted through public and private clients, our goal is to help ensure the success of your project. We holis- tically evaluate the management areas (program manage - ment, team structure, risk management, staffing levels, etc.), major technical areas (development methodologies, quality assurance, data migration management, etc.), and major
communication areas (OCM, knowledge transfer, stakeholder management, etc.) to help the project meet its budgetary, scope, and timeline goals. We can adapt the methodology across virtually all moderate to large IT project types.

Vendor Management and Selection
Info-Tech can provide the client with Vendor advisory
services including Vendor Management, Requirements
Gathering, and Vendor Selection and Benchmarking. Info- Tech Vendor services can build a vendor strategy for the Info-Tech Research Group
Consulting – Scope
GSA OFFERING – C ONSULTING
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 53 171
client through interviews and analysis and identify recom- mendations to optimize or develop a Vendor Management
program. Through its Requirements and Selection ser-
vice, Info-Tech can support teams by building the case for change, evaluating key capabilities required, documenting functional and non-functional requirements aligned with the client’s needs, and using our strategic selection frame - work to assist the client during the vendor selection phase.

Additionally, Info-Tech also offers Market Assessment and Benchmarking services to assess the client’s market/solu - tion landscape and benchmarking in terms of capabilities and spend.

Enterprise Applications
Info-Tech can provide the client with the development of enterprise application strategies, roadmaps, and selection services for solutions including ERP , HCM/HRIS, CRM/
CXM, and most other business applications. This includes developing solution requirements, RFPs/RFQs, vendor val- idation, and solution/implementation partner recommen-
dations. Info-Tech can also assist with implementation
activities such as risk and change management, project
management, business process design, and testing/training support to enable successful implementation and adoption of selected solutions. Additionally, Info-Tech can assist in the rationalization of your application portfolios and deliver a roadmap to achieve savings.

GSA OFFERING – C ONSULTING
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 54 172
Item
No.

GSA Schedule
Labor Category
Minimum
Education
Minimum
Experience Labor Category Description
1 Vice President Master’s 12 years Lead and consult on large business process/technology transformation programs.

Manage business unit/segment. Advise technology clients. Deliver improvements and cost savings. Recruit, develop, and manage teams. Deliver value to customers.

Act as primary contact with client executives; plan and facilitate critical meetings.

Support clients in defining agenda and/or corporate strategy. Develop account plans and take responsibility for the development and growth of strategic client accounts. Develop overall administrative, financial, and time commitments for multiple engagements; set overall goals and drive agendas to ensure goals are met.

Manage multiple engagements and provide mentoring and guidance to project managers and team members. Perform engagement quality reviews and drive continuous improvement efforts. Act as a subject matter expert on engagements.

Serve as a sounding board for engagement team's strategic direction. Provide exec- utive leadership on sales calls and oversee multiple proposal development efforts. 2 Vice President 2 Master’s 14 years Lead and consult on large business process/technology transformation programs.

Manage business unit/segment. Advise technology clients. Deliver improvements and cost savings. Recruit, develop, and manage teams. Deliver value to customers.

Act as primary contact with client executives; plan and facilitate critical meetings.

Serve as a sounding board for engagement team's strategic direction. Provide exec- utive leadership on sales calls and oversee multiple proposal development efforts. 3 Vice President 3 Master’s 16 years Lead and consult on large business process/technology transformation programs.

Manage business unit/segment. Advise technology clients. Deliver improvements and cost savings. Recruit, develop, and manage teams. Deliver value to customers.

Act as primary contact with client executives; plan and facilitate critical meetings.

Serve as a sounding board for engagement team's strategic direction. Provide exec- utive leadership on sales calls and oversee multiple proposal development efforts.

GSA OFFERING – C ONSULTING
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 55 173
4 Director Bachelor’s 12 years Possess extensive technology/business process knowledge in area(s) of expertise (SME). Develop business/technology strategy capabilities. Drive client thinking and act as thought leader. Support client partners in defining client agenda and/or corporate strategy. Manage multiple engagements and provide mentoring and guid- ance to project managers and team members. Act as a subject matter expert on engagements. Perform engagement quality reviews and drive continuous improve- ment efforts. Plan and facilitate significant meetings with client executives. Develop overall administrative, financial, and time commitments for multiple projects and set overall goals for each. Ensure effective and creative idea generation among team members. Conduct primary research including market surveys of customers, vendors, lines of business, and users as well as secondary research. Analyze find- ings, develop insights, and integrate individual work streams into a single, cohesive report with client-specific actionable recommendations. 5 Director 2 Bachelor’s 14 years Possess extensive technology/business process knowledge in area(s) of expertise (SME). Develop business/technology strategy capabilities. Drive client thinking and act as thought leader. Support client partners in defining client agenda and/or corporate strategy. Manage multiple engagements and provide mentoring and guid- ance to project managers and team members. Act as a subject matter expert on engagements. Perform engagement quality reviews and drive continuous improve- ment efforts. Plan and facilitate significant meetings with client executives. Develop overall administrative, financial, and time commitments for multiple projects and set overall goals for each. Ensure effective and creative idea generation among team members. Conduct primary research including market surveys of customers, vendors, lines of business, and users as well as secondary research. Analyze find- ings, develop insights, and integrate individual work streams into a single, cohesive report with client-specific actionable recommendations. 6 Director 3 Bachelor’s 16 years Possess extensive technology/business process knowledge in area(s) of expertise (SME). Develop business/technology strategy capabilities. Drive client thinking and act as thought leader. Support client partners in defining client agenda and/or corporate strategy. Manage multiple engagements and provide mentoring and guid- ance to project managers and team members. Act as a subject matter expert on engagements. Perform engagement quality reviews and drive continuous improve- ment efforts. Plan and facilitate significant meetings with client executives. Develop overall administrative, financial, and time commitments for multiple projects and set overall goals for each. Ensure effective and creative idea generation among team members. Conduct primary research including market surveys of customers, vendors, lines of business, and users as well as secondary research. Analyze find- ings, develop insights, and integrate individual work streams into a single, cohesive report with client-specific actionable recommendations.

GSA OFFERING – C ONSULTING
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 56 174
7 Senior Manager Bachelor’s 10 years Lead or consult on large business process/technology projects/programs. Drive client thinking and act as thought leader. Support client partner in defining client agenda and/or corporate strategy. Plan and facilitate significant meetings with client executives. Develop overall administrative, financial, and time commitments for multiple projects and set overall goals for each. Ensure effective and creative idea generation among team members. Conduct primary research including market surveys of vendors and users as well as secondary research. Analyze findings, develop insights, and integrate individual work streams into a single, cohesive report with client-specific actionable recommendations. Prepare engagement review forms and provide coaching and mentoring for team members. Identify and pursue sales opportunities and leads, which may come from meetings, clients, other consultants, the sales force, vendors, and others. Support and assist the sales organization by making joint sales calls. Contribute to account plan development and proactively follow up on all assigned leads. Write and present proposals to prospective clients and contracts for engagements.
8 Senior Manager 2 Bachelor’s 12 years Lead or consult on large business process/technology projects/programs. Drive client thinking and act as thought leader. Support client partner in defining client agenda and/or corporate strategy. Plan and facilitate significant meetings with client executives. Develop overall administrative, financial, and time commitments for multiple projects and set overall goals for each. Ensure effective and creative idea generation among team members. Conduct primary research including market surveys of vendors and users as well as secondary research. Analyze findings, develop insights, and integrate individual work streams into a single, cohesive report with client-specific actionable recommendations. Prepare engagement review forms and provide coaching and mentoring for team members. Identify and pursue sales opportunities and leads, which may come from meetings, clients, other consultants, the sales force, vendors, and others. Support and assist the sales organization by making joint sales calls. Contribute to account plan development and proactively follow up on all assigned leads. Write and present proposals to prospective clients and contracts for engagements.
9 Senior Manager 3 Bachelor’s 14 years Lead or consult on large business process/technology projects/programs. Drive client thinking and act as thought leader. Support client partner in defining client agenda and/or corporate strategy. Plan and facilitate significant meetings with client executives. Develop overall administrative, financial, and time commitments for multiple projects and set overall goals for each. Ensure effective and creative idea generation among team members. Conduct primary research including market surveys of vendors and users as well as secondary research. Analyze findings, develop insights, and integrate individual work streams into a single, cohesive report with client-specific actionable recommendations. Prepare engagement review forms and provide coaching and mentoring for team members. Identify and pursue sales opportunities and leads, which may come from meetings, clients, other consultants, the sales force, vendors, and others. Support and assist the sales organization by making joint sales calls. Contribute to account plan development and proactively follow up on all assigned leads. Write and present proposals to prospective clients and contracts for engagements.

GSA OFFERING – C ONSULTING
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 57 175
10 Manager Bachelor’s 8 years Manage/support business/technology projects. Plan and facilitate meetings with client project management. Meet with client and develop project questions, gain understanding of the client’s environment, and assure that recommendations can be implemented. Manage small to medium teams by developing work plans and managing project execution timelines. Prepare engagement review forms for team members. As an independent contributor, complete sections of significant custom- ized consulting assignments covering a variety of subject areas including specific technologies and products, markets and market trends, competitor analysis, financial impact, etc. Act as project point person both internally and externally. Lead the team's analytical thinking and structure for an assignment. Conduct primary research including market surveys of vendors and users as well as secondary research. Analyze findings, develop insights, and integrate individual work streams into a single, cohesive report with client-specific actionable recommendations.

Develop and submit content for proposals. Support development of work plan estimates and resource/staff plans. Recognize and report new business opportuni- ties; collaborate with sales partners and subject matter experts to pursue and close opportunities.
11 Manager 2 Bachelor’s 10 years Manage/support business/technology projects. Plan and facilitate meetings with client project management. Meet with client and develop project questions, gain understanding of the client’s environment, and assure that recommendations can be implemented. Manage small to medium teams by developing work plans and managing project execution timelines. Prepare engagement review forms for team members. As an independent contributor, complete sections of significant custom- ized consulting assignments covering a variety of subject areas including specific technologies and products, markets and market trends, competitor analysis, financial impact, etc. Act as project point person both internally and externally. Lead the team's analytical thinking and structure for an assignment. Conduct primary research including market surveys of vendors and users as well as secondary research. Analyze findings, develop insights, and integrate individual work streams into a single, cohesive report with client-specific actionable recommendations.

Develop and submit content for proposals. Support development of work plan estimates and resource/staff plans. Recognize and report new business opportuni- ties; collaborate with sales partners and subject matter experts to pursue and close opportunities.
12 Manager 3 Bachelor’s 12 years Manage/support business/technology projects. Plan and facilitate meetings with client project management. Meet with client and develop project questions, gain understanding of the client’s environment, and assure that recommendations can be implemented. Manage small to medium teams by developing work plans and managing project execution timelines. Prepare engagement review forms for team members. As an independent contributor, complete sections of significant custom- ized consulting assignments covering a variety of subject areas including specific technologies and products, markets and market trends, competitor analysis, financial impact, etc. Act as project point person both internally and externally. Lead the team's analytical thinking and structure for an assignment. Conduct primary research including market surveys of vendors and users as well as secondary research. Analyze findings, develop insights, and integrate individual work streams into a single, cohesive report with client-specific actionable recommendations.

GSA OFFERING – C ONSULTING
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 58 176
13 Senior Consultant Bachelor’s 5 years Support business and technology projects by gathering, compiling, and analyz- ing data; surveying and statistical analysis; and developing deliverable reports.

Participate in client conferences and take part in client communications. Complete sections of significant customized consulting assignments covering a variety of subject areas including specific technologies and products, markets and market trends, competitor analysis, financial impact, etc. Provide the analytical thinking and structure for assignment and participate in discussion groups. Conduct and lead interviews and small meetings for assignment. Analyze findings, develop insights, and prepare reports with client-specific actionable recommendations. Monitor proj- ect execution to timeline and budget. Develop and submit content for proposals.

Support development of work plan estimates and resource/staff plans. May serve as project manager for well-defined engagements.
14 Senior Consultant 2 Bachelor’s 7 years Support business and technology projects by gathering, compiling, and analyz- ing data; surveying and statistical analysis; and developing deliverable reports.

Support development of work plan estimates and resource/staff plans. May serve as project manager for well-defined engagements.
15 Senior Consultant 3 Bachelor’s 9 years Support business and technology projects by gathering, compiling, and analyz- ing data; surveying and statistical analysis; and developing deliverable reports.

Support development of work plan estimates and resource/staff plans. May serve as project manager for well-defined engagements.

GSA OFFERING – C ONSULTING
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 59 177
16 Consultant Bachelor’s 2 years Provide analytical support to project team. Conduct research using library facilities, Info-Tech analysts, other Info-Tech resources, and primary research. Analyze, interpret, extrapolate, project, and model data to reach conclusions. Prepare written reports with text, charts, and spreadsheets for internal presentation and for inclu- sion in reports for clients. Participate in project/initiative planning and support the completion of estimates. May participate on lead qualification to learn processes and fundamental skills needed for consulting sales process. Participate in opening client conference at which the engagement is defined (kick-off meetings) and begin to take lead role for client communications. May participate in final conference with client at which final report is delivered. As assigned, complete sections of signifi- cant customized consulting assignments covering a variety of subject areas includ- ing technologies, markets, products, competitive analysis, financial impact, etc. 17 Consultant 2 Bachelor’s 4 years Provide analytical support to project team. Conduct research using library facilities, Info-Tech analysts, other Info-Tech resources, and primary research. Analyze, interpret, extrapolate, project, and model data to reach conclusions. Prepare written reports with text, charts, and spreadsheets for internal presentation and for inclu- sion in reports for clients. Participate in project/initiative planning and support the completion of estimates. May participate on lead qualification to learn processes and fundamental skills needed for consulting sales process. Participate in opening client conference at which the engagement is defined (kick-off meetings) and begin to take lead role for client communications. May participate in final conference with client at which final report is delivered. As assigned, complete sections of signifi- cant customized consulting assignments covering a variety of subject areas includ- ing technologies, markets, products, competitive analysis, financial impact, etc. 18 Consultant 3 Bachelor’s 6 years Provide analytical support to project team. Conduct research using library facilities, Info-Tech analysts, other Info-Tech resources, and primary research. Analyze, interpret, extrapolate, project, and model data to reach conclusions. Prepare written reports with text, charts, and spreadsheets for internal presentation and for inclu- sion in reports for clients. Participate in project/initiative planning and support the completion of estimates. May participate on lead qualification to learn processes and fundamental skills needed for consulting sales process. Participate in opening client conference at which the engagement is defined (kick-off meetings) and begin to take lead role for client communications. May participate in final conference with client at which final report is delivered. As assigned, complete sections of signifi- cant customized consulting assignments covering a variety of subject areas includ- ing technologies, markets, products, competitive analysis, financial impact, etc.

Service Contract Labor Standards: The Service Contract Labor Standards (SCLS), formerly known as the Service Contract Act (SCA), is applicable to this contract as it applies to the entire Multiple Award Schedule (MAS) and all services provided. While no specific labor categories have been identified as being subject to SCLS/ SCA due to exemptions for professional employees (FAR 22.1101, 22.1102 and 29 CRF 541.300), this contract still maintains the provisions and protections for SCLS/SCA eligible labor categories. If and / or when the contractor adds SCLS/SCA labor categories to the contract through the modification process, the contrac- tor must inform the Contracting Officer and establish a SCLS/SCA matrix identifying the GSA labor category titles, the occupational code, SCLS/SCA labor category titles and the applicable WD number. Failure to do so may result in cancellation of the contract.

GSA OFFERING – C ONSULTING
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 60 178
A college degree is a valuable asset and communicates the caliber of the employee. Info-Tech Research Group (ITRG) has a standard commercial practice of allowing educa -
tion to be substituted for years of experience as shown in our Education Substitution Methodology (e.g. a bachelor’s degree may be substituted for 4 years of required experi- ence with a high school diploma). Through ITRG’s years of experience with observing employee development, ITRG has determined that a beginner with a college degree is most likely to perform the work requirements to meet the quality assurance standards of the company.

ITRG has also found that actual on-the-job training (per- forming a job under the tutelage of a senior-level experi- enced manager) is an exceptionally valuable way to teach an employee how to perform a job that meets the high-quality standards expected by clients. ITRG has found that a non-de- greed employee after 4 years of specific experience in a position begins to perform at the same level as a degreed individual. Therefore, ITRG also has a standard commercial practice of allowing experience to be substituted for educa - tion as shown in our Experience Substitution Methodology (e.g. high school diploma + 4 years' additional experience equals bachelor’s degree).

Criteria for Experience/Education
Substitutions Methodology
GSA OFFERING – C ONSULTING
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 61 179
• High school diploma + 2 years' additional
experience
• Trade/vocational school or technical training or
military training in relevant field
Equals Associate degree
• Associate degree + 2 years’ additional
• experience
• High school diploma + 4 years’ additional
experience
• High school diploma + professional or indus-
try-standard technical certification in a relevant
field (e.g. Digital Video Engineering Professional,
Microsoft Certified Solutions Expert, Certified
Information Professional, Adobe Certified
Associate, Certified Meeting Professional)
Equals Bachelor’s degree
• Bachelor’s degree + 2 years’ additional
experience
• High school diploma + professional license
(e.g. Project Management Professional [PMP],
Strategic Communication Management
Professional)
Equals Master’s degree
• Master’s degree + 3 years’ additional experience Equals PhD A PhD may be substituted for 3 years of required experience with a master’s degree or 5 years of required experience with a bachelor’s degree.

A master’s degree may be substituted for 2 years of required experience with a bachelor’s degree.

A bachelor’s degree may be substituted for 4 years of required experience with a high school diploma.

An associate degree may be substituted for 2 years of required experience with a high school diploma.

A professional certification in a relevant field may be substituted for 4 years of required experience with a high school diploma.

Experience Substitutions
Experience Substitutions
GSA OFFERING – C ONSULTING
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 62 180
GSA Offering – Consulting
(GSA Rates)
SIN Labor Category GSA Price (including IFF)
54151S Vice President $363.92
54151S Vice President 2 $370.50
54151S Vice President 3 $385.54
54151S Director $311.72
54151S Director 2 $316.43
54151S Director 3 $330.61
54151S Senior Manager $259.22
54151S Senior Manager 2 $285.78
54151S Senior Manager 3 $296.78
54151S Manager $208.68
54151S Manager 2 $225.69
54151S Manager 3 $245.40
54151S Senior Consultant $177.08
54151S Senior Consultant 2 $185.69
54151S Senior Consultant 3 $195.26
54151S Consultant $156.81
54151S Consultant 2 $162.47
54151S Consultant 3 $170.03
GSA OFFERING – C ONSULTING
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 63 181
Service Level Details
Accessing Info-Tech Services
Our Services include an easy-to-administrate access model that will allow maximum access by IT team members. Each Research Member is assigned a username and password
and receives a new user tour upon registration.

Our services are provided via the web and are supported on the following web browsers:
• Chrome 55+
• Edge 12+
• Firefox 52+
• Safari 10+
• IE 11+
It is possible that our web-based services will run without issue on older software; however, we do not currently actively test using browser versions older than those listed above.

All online downloads are available in either MS Office or PDF formats and may also be available in compressed ZIP archives of the same formats.

We have clients in a wide variety of locations and time zones, and we accommodate them based on the times that
are common to our respective time zones.

Analysts are available at their earliest opportunity, but due to the amount of preparation involved, a minimum of 24 hours lead time is required. Generally, if there are no travel compli- cations, analysts are available within 2-3 business days of the request.

Dedicated Account Management
Info-Tech will provide members (license/seat holders) with an Account Manager who will be the main point of contact for all IT research & advisory service requirements.

These requirements include (but are not limited to):
• Onboarding all new members via teleconference.
• Creation and delivery of a Key Initiative Plan to align Info-Tech resources to the user’s specific requirements and needs based on role and upcoming technology
projects.
• Handle all basic service requests (adding/deleting mem- bers, sending documents, answering all membership
questions, sending usage reports, renewal duties, etc.). • Book advisory services for members such as analyst
calls, Guided Implementation calls, Workshop requests,
contract review calls, data-driven diagnostic benchmark- ing programs, etc.
• Scheduled touchpoint to ensure maximum usage by the
members.

Info-Tech’s Account Manager will be one dedicated person supported by a team. Users will also have access to
Info-Tech’s entire bench of research analysts and subject matter experts to guide them through technology projects via their advisory services access. It is important to note that while the Account Manager will be one dedicated
person, members will have access to hundreds of IT experts through their account manager and membership subscription services.

All these management services are included within the over- all services offered to Info-Tech members. Please note it is Info-Tech’s mission to ensure our services are used, not just read. We will work with your team tirelessly to ensure all named members get the absolute most out of their mem-
bership and drive year-over-year services to provide ongoing and dedicated support to project success and sustainability.

Info-Tech has self-serve options in terms of booking calls, di- agnostic programs, requesting research, etc. on our site that the members will all have access to. However, the dedicated Counselors and account management team will have devel- oped project and technology plans to drive the membership services unique to the specific needs of the various members and shape the research and project assistance over a 12- month span. Info-Tech’s dedicated account manager will
also work with non-named users via the named users for
training program access and shared research and advisory service inclusion access.

SER vICE LE vEL dETAILS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 64 182
Info-Tech GSA Approved
Terms of Use
Exhibit A
This document states the terms and conditions under which you may use this website and the Services, which are the property of Info-Tech Research Group Inc., (“Info-Tech”).

Executing this Agreement or the accompanying purchase
order in writing constitutes acceptance of these terms and conditions.

1. General Use Restrictions
Info-Tech services, advice, materials, products, websites and network (collectively the “Services”) are to be used for the User’s (meaning a named individual user that uses the publicly available Services, or is authorized by Info-Tech in a service agreement to use the Services that require paid access) use and benefit only pursuant to the terms and limitations of the paid subscription and may not be disclosed, disseminated or distributed to any other party, except as Info-Tech other- wise agrees in writing. The User will not circumvent any en- cryption or otherwise gain access to Services for which the User has not been expressly granted the appropriate rights of access.

The User will not use the Services for or knowingly transmit to Info-Tech or upload to any Info-Tech site or network any illegal, improper or unacceptable material or use them for illegal, improper or unacceptable practices including without limitation the dissemination of any defamatory, fraudulent, infringing, abusive, lewd, obscene or pornographic material, viruses, Trojan horses, time bombs, worms, or other harmful code designed to interrupt, destroy, or limit the function of any software, hardware or communications equipment,
unsolicited mass email or other internet-based advertising campaigns, privacy breaches, denial of use attacks, spoofing, or impersonation.

The Services are owned by and copyrighted by Info-Tech
and other parties and may contain trademarks of Info-Tech or others. They are protected by Canadian, U.S. and interna - tional copyright and trademark laws and conventions.

Info-Tech is proud of and believes in the value of the Services it provides to Users. Info-Tech also appreciates referrals that Users generate by forwarding articles, tools and templates downloaded from the Services to non-Users. Info-Tech en- courages Users to forward copies of individual articles, tools, templates and blueprints contained in the Services to colleagues and others who may be interested lnfo-Tech’s Services in order for the recipient to evaluate lnfo-Tech’s Services (“Evaluation Copy”), provided all copyright, trademark and other notices are not altered or removed. For greater INFO-TECh GSA AppROvEd TERMS OF USE
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 65 183
certainty, Users may forward Evaluation Copies of articles, tools, templates and blueprints contained in the Services to other non-User individuals both internal and external to the User’s organization strictly for the purpose of the recipient’s evaluation of lnfo-Tech’s Services and not for any other pur - pose or use.

User acknowledges and agrees that they will forward
Evaluation Copies to non-Users for the sole purpose of
the recipient non-User’s evaluation of lnfo-Tech’s Services.

Info-Tech reserves the right to review, at its sole discretion, User’s account for forwarding activity, including but not limit- ed to reviewing the quantity and description of any Evaluation Copies forwarded as well as the identification and contact information of the recipients of all Evaluation Copies. The User acknowledges that Info-Tech views Evaluation Copies as a referral system and understands that Info-Tech may at- tempt to contact the recipient non-User in order to assess their satisfaction with the Evaluation Copy and interest in ln- fo-Tech’s Services. User also acknowledges and agrees that Info-Tech reserves the right, at lnfo-Tech’s sole discretion, to limit or disable User’s ability to forward Evaluation Copies of articles, tools, templates and blueprints upon review of User’s forwarding activities.

Any other reproduction or dissemination of the Services in any form or by any means is forbidden without lnfo-Tech’s written permission, and without limiting the generality of the foregoing, the User will not:
a. record and re-transmit the Service over any network
(including any local area network), except as otherwise stated above;
b. use any Service in any timesharing, service bureau, bulle- tin board or similar arrangement or public display;
c. post any Service to any other online service (including bulletin boards or the Internet);
d. sublicense, lease, sell, offer for sale or assign the Service; or
e. use lnfo-Tech’s name or any excerpts from the Services in the promotion of its products or services.

3. Users
Users must be authorized to use the Services by Info-Tech.

Users must maintain and protect the confidentiality of
any password(s) and are responsible to ensure that the
passwords are effective. Users shall advise Info-Tech im- mediately if they discover that their password has been compromised, at the following number 1-888-670-8889 (US) or 1-844-618-3192 (CAN).

4. User Submissions
lnfo-Tech’s research services include the ability for clients to contribute content for publication on lnfo Tech’s web- sites. If your account is used to submit, post, or add content to lnfo-Tech’s websites, (collectively “User Submissions”), you agree to accept sole responsibility for those User
Submissions, including the information, statements, facts, and material contained in any form or medium (e.g., text, audio, video, and photographic) therein.

By using lnfo-Tech’s research services, you agree that none of your User Submissions will:
• infringe on the intellectual property, trade secret, privacy, publicity, or other rights of others;
• contain false statements or misrepresentations that
could damage Info-Tech or any third party;
• include obscene, libelous, defamatory, threatening,
harassing, abusive, hateful, sexually explicit, sexually ori- ented, profane, or embarrassing material, as determined by Info-Tech in its sole discretion;
• be illegal or otherwise objectionable;
• contain the personal information of any third party,
including, without limitation, addresses, phone numbers, email addresses, Social Security numbers, and credit
card numbers;
• encourage or facilitate insider trading or anticompetitive behavior;
• include commercial advertisements or solicitations; or • purport to or actually provide legal or professional advice.

Because lnfo-Tech’s websites are available to the public, we cannot guarantee that User Submissions on lnfo-Tech’s websites will remain confidential.

INFO-TECh GSA AppROvEd TERMS OF USE
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 66 184
If you believe that any User Submissions appear to violate these Terms of Service, or if you believe any other user is en- gaged in illegal, harassing, or objectionable behavior, please contact us.

You acknowledge, consent and agree that Info-Tech may
access, preserve and disclose your account information and content if required to do so by law or in a good faith belief that such access, preservation, or disclosure is reasonably necessary to (i) comply with legal process; (ii) enforce these Terms; (iii) respond to claims that any content violates the rights of third parties; (iv) respond to your requests for cus - tomer service; or (v) protect the rights, property, or personal safety of Info-Tech, its users and the public.

5. Non-Disclosure of Confidential Information
In consideration of, and reliance upon, the covenants of Company and Info-Tech herein contained, the parties have or will disclose to each other certain information (hereinafter referred to as “Confidential Information”), including, without limitation, information concerning future or proposed prod- ucts, financial performance and projections, customers, employees, contracts, strategic relationships, marketing plans and business plans and other information disclosed by a party (the “Disclosing Party”) to the other party (the “Receiving Party”). Information which is disclosed orally shall not be considered Confidential Information unless (i) it is identified as Confidential Information prior to such dis- closure, and (ii) it is memorialized in writing within fifteen (15) days following such disclosure by the Disclosing Party.

Information which is disclosed visually or in tangible form (whether by document, electronic media or other form) shall not be considered Confidential Information unless it is clear- ly marked as Confidential Information, whether disclosed orally, visually or in tangible form (whether by document, electronic media or other form). Information shall not be considered Confidential Information if such information is actually non-confidential:
• It was in the public domain at the time of communica- tion to the Receiving Party or is later placed in the public domain by the Disclosing Party;
• It entered the public domain through no fault of the
Receiving Party subsequent to the time of disclosure
hereunder to the Receiving Party;
• It was in the Receiving Party’s possession free of any obligation of confidence prior to disclosure hereunder; or • It was developed by employees or agents of the
Receiving Party independently of and without reference
to any Confidential Information.

Except as provided herein, Confidential Information shall include, without limitation, proprietary, technical, market- ing, operating, performance, cost, business pricing policies, programs, inventions, discoveries, trade secrets, techniques, processes, source code, unlinked object modules, comput - er programming techniques, and all record bearing media containing or disclosing such information and techniques disclosed pursuant to this Agreement. Information regard- ing current products shall be treated as non-Confidential Information unless marked “Confidential”.

The Receiving Party shall not disclose, publish or com- municate the Confidential Information to any third party without the prior written consent of the Disclosing Party.

However, the Receiving Party may disclose the Confidential Information to a third party who has a need to know the Confidential Information and (i) is an accountant, attorney, underwriter or advisor under a duty of confidentiality; or (ii) is under a written obligation of confidentiality at least as re- strictive as this Agreement.

Info-Tech recognizes that Federal agencies are subject to the Freedom of Information Act, 5 U.S.C. 552, which requires that certain information be released, despite being charac- terized as “confidential” by the vendor.

6. Term
Many of the Services are “subscription” services that have a fixed term. When the End User is an instrumentality of the U.S., recourse against the United States for any alleged breach of this Agreement must be made as a dispute under the contract Disputes Clause (Contract Disputes Act). During any dispute under the Disputes Clause, Info-Tech shall pro- ceed diligently with performance of this Agreement, pend- ing final resolution of any request for relief, claim, appeal, or action arising under the Agreement, and comply with any decision of the Contracting Officer.

INFO-TECh GSA AppROvEd TERMS OF USE
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 67 185

7. [Reserved]

8. [Reserved]

9. Accuracy of Information and Warranty
The information contained in the Services has been ob-
tained from sources believed to be reliable but Info-Tech does not warrant the completeness, timeliness or accuracy of any information contained in the Services. The Services are intended to: help identify business risks; provide insights based on industry research; and to help you focus on certain matters which may be affecting your business. Info-Tech does not provide legal, accounting or other professional advice, nor should any advice from Info-Tech be construed as such. We encourage you to seek professional advice
whenever necessary.

Info-Tech expressly excludes and disclaims all express or implied conditions, representations and warranties includ - ing, without limitation, any implied warranties or conditions of merchantability or fitness for a particular purpose, to the extent allowable by law.

Although Info-Tech takes reasonable steps to screen
Services for infection by viruses, worms, Trojan horses or other code manifesting contaminating or destructive proper- ties before making the Services available, Info-Tech cannot guarantee that any Service will be free of infection.

User assumes sole responsibility for the selection of the Services to achieve its intended results. The opinions ex- pressed in the Services are subject to change without notice.

Info-Tech does not endorse third-party products or services.

Info-Tech assesses and analyzes the effectiveness and ap- propriateness of information technology in the context of a general business environment only unless specifically hired by a User to assess in the context of their own environment.

This agreement does not limit or disclaim any of the warranties specified in the GSA schedule 70 contract under far 52.212-4(O).

In the event of a breach of warranty, the U.S. Government re- serves all rights and remedies under the contract, the federal acquisition regulations, and the contract disputes act, 41 U.S.C. 7101-7109.

10. Limitation of Liability
In no event is Info-Tech liable for any direct, special, indirect, consequential, incidental, punitive or other damages howev- er caused, whether in contract, tort, negligence, strict liability, operation of law or otherwise, (including without limitation damages for lost profits, business interruption or loss aris - ing out of the use of or inability to use the Services, or any information provided in the Services, or claims attributable to errors, omissions or other inaccuracies in the Service or interpretations thereof), even if Info-Tech has been advised of the possibility of such damages. lnfo-Tech’s total liability shall in no event exceed the amount paid by the User for the Service in question.

The User acknowledges that Info-Tech has set its prices and sold the Services in reliance on the limitations of liability and disclaimers of warranties and damages set forth herein and that the same form a fundamental and essential basis of the bargain between the parties. They shall apply even if the contract between the User and Info-Tech is found to have failed in its fundamental or essential purpose or has been fundamentally breached.

This agreement shall not impair the U.S. Government’s right to recover for fraud or crimes arising out of or related to this contract under any federal fraud statute, including the false claims act, 31 U.S.C. 3729-3733. Furthermore, this clause shall not impair nor prejudice the U.S. Government’s right to express remedies provided in the GSA schedule contract (e.g., Clause 552.238-75 – Price reductions, clause 52.212-4(H) – patent in- demnification, and GSAr 552.215-72 – Price adjustment – fail- ure to provide accurate information).

11. Links to Third-Party Sites
Any third-party sites that are linked to the Services are not under lnfo-Tech’s control. Info-Tech is not responsible for anything on the linked sites, including without limitation any content, links to other sites, any changes to those sites, or any policies those sites may have. Info-Tech provides links as a convenience only and such links do not imply any en- dorsement by Info-Tech of those sites.

INFO-TECh GSA AppROvEd TERMS OF USE
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 68 186

12. Investment Advice
The Services are not intended to be used for the purpose of, or as a basis for, making investment decisions or rec- ommendations with respect to securities of any company
or industry and Info-Tech assumes no liability for decisions made, in whole or in part, on the basis of any information contained in the Services.

13. Governing Law
This site and agreement is governed by the Federal laws of the United States, excluding any conflicts of law provisions and excluding the United Nations Convention on Contracts for the International Sale of Goods.

14. Privacy
A User’s right to privacy is of paramount importance to Info-Tech. See our Privacy Policy below for more detail. The identity of our research clients is not considered personal or confidential information, and we may disclose that informa - tion for promotion and marketing purposes.

15. Contact Information

CORPORATE COUNSEL
Toll-free (US): 1-888-670-8889
Toll-free (CAN): 1-844-618-3192
International: +1-519-432-3550
INFO-TECh GSA AppROvEd TERMS OF USE
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 69 187
This is the privacy policy of Info-Tech Research Group Inc. (“Info-Tech”). This document explains Info-Tech’s policies for the collection, use and disclosure of personal information.

The information we collect
Info-Tech collects information by various methods including information actively provided by its lead providers and its customers and information arising from customer surveys and general feedback.

The types of personal information we collect include name, contact information, identification information, and credit information. Credit card information is used for billing pur - poses only. We may record calls to or from our customer ser- vice representatives for purposes of accuracy, performance reviews, training and general quality assurance.

How we use this information
This information is used to provide our various products including customer service, accounting, billing, collections, and the marketing of other Info-Tech products.

Info-Tech may use aggregate or anonymous information,
which will not be linked to identified individuals, for various other uses for itself and third parties. The identity of our corporate clients is not considered personal or confidential information, and we may disclose that information for pro- motion and marketing purposes.

Info-Tech users may have the option to participate in online discussion communities. Such communities are exclusive
communities for certain Info-Tech subscribers and are ac- cessible only by subscribers through their Info-Tech login name and password. Participation in the community is com- pletely voluntary. By opting into the community, subscribers agree to share basic contact information (Name, Company, Address) with their peers in the community.

Who we share this information with
Info-Tech does not share personal information with any third parties except as disclosed in this policy. Info-Tech may provide personal information to Info-Tech’s consultants, subcontractors and professional advisors (which shall be bound by privacy obligations) to assist Info-Tech’s uses dis- closed herein.

Security
Personal information is stored in a combination of paper and electronic files. They are protected by security measures ap- propriate to the nature of the information.

Accessing information
Individuals may review their personal information contained in Info-Tech files by contacting the Info-Tech privacy officer.

If an individual believes that any of their personal informa - tion is inaccurate, we will make appropriate corrections.

Cookies
Cookies are used by Info-Tech for the convenience of our users. They are used to streamline access to the online subscriber service. Cookies automatically authenticate the user. A user can access Info-Tech products with the cookie feature turned off; however, in doing so they may find them- selves challenged for username and password information on multiple occasions. Info-Tech also uses cookies to track user’s visits and uses that information to improve the user’s experience and track use of our products.

Info-Tech GSA Approved
Privacy Policy
INFO-TECh GSA AppROvEd pRIv AC y pOLIC y
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 70 188
Links
Info-Tech seeks out the best web sources and resources
for our advisory services. Many of our pages contain links to information at other websites. When you click on one of these links, you are moving to another website. We encour - age you to read the privacy statements of these linked sites as their privacy policy may differ from ours.

General
Notwithstanding the general terms of this policy, the col- lection, use, and disclosure of personal information may be made outside of the terms herein to the extent provided for in any applicable privacy or other legislation in effect from time to time.

Info-Tech may disclose personal information to another
entity purchasing (including for diligence purposes prior to purchase) the assets of Info-Tech, provided that entity abides by this or a similar privacy policy.

Opt-out
If at any time you would like to discontinue email communi - cation from Info-Tech Research Group, please notify us via the Contact Us page.

CORPORATE COUNSEL
Toll-free (US): 1-888-670-8889
Toll-free (CAN): 1-844-618-3192
International: +1-519-432-3550
INFO-TECh GSA AppROvEd pRIv AC y pOLIC y
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 71 189
McLean & Company GSA Offering
– Service Levels (SIN 54151S)
Each MLE account (>500 employees) requires a minimum of 2 Advisory/Leadership/Counselor-level seats.

SIN MFR Part No. Product Group Product Name Product Description Unit of Issue Discount
Price Offered
to GSA
(including
IFF)
54151S M24-008 McLean’s
Executive &
Leadership
Service Levels
McLean
Executive
Counselor
Membership
A high-touchpoint, customized experience
to help CHROs develop themselves and their
teams while increasing personal and func-
tional strategic impact. Receive 1:1 support
from a highly experienced HR leader who has
faced similar challenges.

Includes all features of the Leadership
Membership PLUS:
• Dedicated Executive Counselor
• 2 remote or onsite full-day analyst visits
• Guidance to understand and prepare for
boardroom-level challenges
• Fully personalized Leadership
Development Accelerator Plan
• Price Benchmarking & Negotiation (for
select HR technology vendors)
• 90 Day “Follow-Me” Service
• Personal invitation to our annual HR
Executive Peer Forum
• Additional event ticket: 1 Signature
event ticket or 1 training program ticket
(transferable)
Each MLE account (>500 employees) re-
quires a minimum of 2 Advisory/Leadership/
Counselor-level seats.

Per Year $50,251.89
F24 Pricing
MCLEAN & C OMp AN y GSA OFFERING – SER vICE LE vELS
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 72 190
54151S M24-006 McLean’s
Executive &
Leadership
Service Levels
McLean
Leadership
Membership
Employ hands-on support to transform the
HR department while developing your capac-
ity as a strategic leader through personalized
counseling and valuable peer networking
opportunities.

Includes all features of the Advisory
Membership PLUS:
• Dedicated Executive Advisor
• Prescheduled and ad hoc meetings to
move your agenda forward
• Custom Key Initiative Plan developed with
you by your Executive Advisor
• Quarterly peer-to-peer roundtable (virtual)
• Contract review for HR technology
• Your choice of 1 Signature event ticket or 1
training program ticket (transferable)
Each MLE account (>500 employees) re-
quires a minimum of 2 Advisory/Leadership/
Counselor-level seats.

Per Year $24,312.34
54151S M24-005 McLean’s
Executive &
Leadership
Service Levels
McLean
Advisory
Membership
Leverage unlimited access to our team of
advisors, diagnostic suite*, library of best
practice tools, templates, training materials,
and step-by-step methodologies that are
proven to accelerate projects and transform
HR departments.

The Advisory Membership includes:
• Dedicated Account Manager
• Unlimited advisory assistance
• Access to diagnostics*
• Full web content access
• Online eLearning Academy access
* Up to 500 employees are included as part
of the employee lifecycle diagnostics for a
single Advisory/Leadership/Counselor seat
purchase. Each MLE account (>500 em-
ployees) requires a minimum of 2 Advisory/
Leadership/Counselor-level seats and each
additional seat beyond the first two will cover
an additional 2,000 employees per seat.

Per Year $17,133.50
54151S M24-003 McLean’s
Executive &
Leadership
Service Levels
McLean
Team Seat
(add-on to
an Advisory/
Leadership/
Counselor-
level member-
ship only)
Full access to McLean’s online content and
Academy courses.

Can only be purchased as an add-on to
an Advisory/Leadership/Counselor-level
membership.
• Role-based access to all research and
project methodologies
• Full web content access
• McLean Academy eLearning program
Per Year $2,512.59
F24 Pricing
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54151S WSHOP
M24-007
Membership
Add Ons
McLean
Onsite
Workshop
Membership
(per work-
shop with
membership)
Add an Onsite Workshop to a McLean
membership to obtain our lowest Workshop
prices.

Onsite Workshops offer an easy way to
accelerate your project. We take you through
every phase of your project and ensure that
you have a roadmap in place to complete
your project successfully. Over the course
of one week, our expert facilitators help you
complete a key initiative, work through critical
project deliverables, and train your team.

Each $27,853.90
54151S WSHOP
M24-005
Membership
Add Ons
McLean
Online
Workshop
Membership
(per work-
shop with
membership)
Add an Online Workshop to a McLean
membership to obtain our lowest Workshop
prices.

Online Workshops offer an easy way to
accelerate your project. We take you through
every phase of your project and ensure that
you have a roadmap in place to complete
your project successfully. Over the course
of one week, our expert facilitators help you
complete a key initiative, work through critical
project deliverables, and train your team.

Each $18,760.71
54151S WSHOP
M24-007
Membership
Add Ons
McLean
Remote
Focus Group
Facilitation
(Onsite
Workshop)
Receive 15-18 hours of facilitated onsite
focus groups plus a 1-2 hour debrief.

Each $27,853.90
54151S WSHOP
M24-005
Membership
Add Ons
McLean
Remote
Focus Group
Facilitation
(Online
Workshop)
Receive 15-18 hours of facilitated online
focus groups plus a 1-2 hour debrief.

Each $18,760.71
54151S M22T-010 +
WSHOP
M24-010
Membership
Add Ons
McLean
Remote
Focus Group
Facilitation
(Onsite- Ad-
hoc)
Receive 5-6 hours of facilitated onsite focus
groups plus a 1-2 hour debrief.

Each $16,559.19
54151S M22T-010 Membership
Add Ons
McLean
Remote
Focus Group
Facilitation
(Online
- Ad-hoc)
Receive 5-6 hours of facilitated online focus
groups plus a 1-2 hour debrief.

Each $7,465.99
F24 Pricing
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54151S WSHOP
M24-010
Workshop
Add-Ons
Online to
Onsite
Workshop
Membership
Upgrade
Upgrade an online workshop membership to
an onsite workshop membership.

Each $9,093.20
54151S M24T-020 Membership
Add Ons
McLean
Management
Fundamentals
Onsite
Training
Course
Provide managers with the opportunity
to study management concepts at their
own pace, from the comfort of their home
or office, over multiple weeks. McLean &
Company facilitators guide live discussions
with participants to deepen learning. The
Management Fundamentals Online program
spans 12 weeks, and each cohort can include
up to 25 participants.

Per Year $38,478.59
54151S M24T-003 Membership
Add Ons
McLean
Management
Fundamentals
Online
Training
Course (one
cohort with
membership)
Provide managers with the opportunity
to study management concepts at their
own pace, from the comfort of their home
or office, over multiple weeks. McLean &
Company facilitators guide live discussions
with participants to deepen learning.

The Management Fundamentals Online pro-
gram spans 12 weeks, and each cohort can
include up to 30 participants.

Per Year $29,385.39
54151S M24T-001 Membership
Add Ons
McLean
Management
Fundamentals
Online
Leadership
Session
(add-on to
Management
Fundamentals
Cohort)
This add-on session allows managers of
Management Fundamentals Online partic-
ipants become familiar with key concepts
to sustain change. A one-hour eLearning
module and a 90-minute facilitated session
will introduce your leaders to these concepts
and prepare them with a common language
to support their people. Each cohort can
include up to 30 participants.

This session cannot be sold separately.

Per Year $4,785.89
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54151S M24T-007 Membership
Add Ons
McLean
Facilitated
Remote
Training
Develop your managers with our varied,
interactive, remote training sessions that are
3 hours each. A minimum of 7 up to a maxi-
mum of 15 participants are required.

Topics include:
• Lead Through Change
• Effectively Manage Remote Teams
• Build Key Resilience Behaviors
• Master the 3i's of Employee Engagement
• Adopt Inclusive Leadership Behaviors
• Give Effective Feedback & Coaching
• Solve Problems Using Systems Thinking
• Provide Impactful Feedback
• Master Difficult Conversations
Per Year $6,365.24
54151S M22T-013 Membership
Add Ons
McLean High
Performing
Teams
Training (up
to 15)
In two three-hour sessions, a manager and
their team develop a deeper understanding
of their strengths and those of others. This
training includes an SDI 2.0 strengths assess-
ment for each participant with a team debrief
and guided team charter build. A minimum
of 7 up to a maximum of 15 participants are
required.

Per Year $15,027.71
54151S M23T-023 Membership
Add Ons
Essentials for
Leaders of
Leaders
Developed intentionally for leaders of leaders,
our blended learning program is designed
to be integrated into your leaders’ daily
schedules with bite-sized, varied content
blocks that flex around other time commit-
ments, practical activities that encourage
immediate application, and intentional
peer-to-peer learning opportunities. Learners
will also apply their insights with a real,
organization-specific strategic project in
small groups to apply key lessons learned
while driving the strategic imperatives of the
organization. Private online cohort with up to
15 participants.

Per Year $29,385.39
54151S M22D-001 Membership
Add Ons
DEI
Foundations
for Leaders -
One Cohort
Equip your managers with the tools they
need to support the organizational DEI
journey, cementing your efforts to create
a workplace where everyone thrives. This
blended program introduces participants to
key concepts through engaging eLearning
modules, provides an opportunity to deepen
their reflection through guided peer coaching
triads and finally to challenge their thinking
in facilitated sessions. Private online cohort
with up to 30 participants.

Per Year $12,730.48
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54151S M24-900 Membership
Add Ons
McLean
Elevate HR
Online
Elevate HR is an interactive online program
designed to develop strategic HR leaders by
homing in on key competencies and lead-
ership behaviors through expert facilitation,
engaging activities, and peer learning. Private
online cohort with up to 30 participants.

Per Year $47,858.94
54151S M24T-017 Membership
Add Ons
Strategic HR
Essentials
Training
Program (Up
to 15)
Develop your HR team's ability to partner with
and guide the business in fast-moving and
uncertain times. Participants will build skills
through real-life examples and activities that
weave together organizational needs and
stakeholder challenges to drive HR initiatives
across the finish line. Private online cohort
with up to 15 participants.

Per Year $12,730.48
54151S M24T-010 Membership
Add Ons
Leadership
Development
Coaching (Up
to 10
Leaders, 3
sessions with
membership)
One-on-one coaching with our trained
coaches. Each leader enrolled in the
program receives 3 coaching sessions per
year. Coaching may be paired with our 360,
Management Fundamentals, Elevate HR, or
Engagement program. The paired program
must be purchased separately.

Per Year $9,476.07
54151S M24T-011 Membership
Add Ons
Leadership
Development
Coaching
(11 to 20
Leaders, 3
sessions with
membership)
One-on-one coaching with our trained
coaches. Each leader enrolled in the
program receives 3 coaching sessions per
year. Coaching may be paired with our 360,
Management Fundamentals, Elevate HR, or
Engagement program. The paired program
must be purchased separately.

Per Year $17,324.94
54151S M24T-012 Membership
Add Ons
Leadership
Development
Coaching
(21 to 30
Leaders, 3
sessions with
membership)
One-on-one coaching with our trained
coaches. Each leader enrolled in the
program receives 3 coaching sessions per
year. Coaching may be paired with our 360,
Management Fundamentals, Elevate HR, or
Engagement program. The paired program
must be purchased separately.

Per Year $25,556.68
F24 Pricing
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McLean & Company
Membership Features
Executive
Counselor
Membership
Leadership
Membership
Advisory
Membership
Team
Membership
Reference
Membership
Service Delivery
Dedicated Executive Counselor 
Dedicated Executive Advisor 
Dedicated Account Manager    
Custom Key Initiative Plan    
Advisory Services
Online or Remote Counselor Visits 2/year
Quarterly Virtual Leadership Peer-to-
Peer Roundtables  
Facilitated Networking and Special
Interest Groups 
Personal 360 Feedback Results
Debrief  
Annual HR Executive Peer Forum 
HR Technology Contract Review
Service  
Price Benchmarking & Negotiation
Service 
Unlimited Analyst Calls   
Research & Learning Solutions
Content
Role-Based HR Research     
Classroom Training Decks     
LMS-Ready Downloads     
Tools & Templates Library     
Software Selection Content     
Diagnostic & Learning Experiences
McLean Academy Training Platform     
Signature Event or Training Program
Ticket 2/year 1/year
HR Stakeholder Management
Diagnostic   
HR Management & Governance
Diagnostic   
360 Feedback Platform   
Employee Lifecycle Diagnostics: New
Hire, Engagement & Exit*   
McLean Connect Dashboard*   * Up to 500 users only. Custom pricing for larger organizations, where applicable.MCLEAN & C OMp AN y MEMbERShIp FEATURES INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 78 196
McLean & Company
Product Offering
Membership Types
Executive Counselor
Membership
Our highest level of service, this membership is a high-touchpoint, customized experience to help CHROs develop themselves and their teams while increasing personal and functional strategic impact. Receive 1:1 support from a highly experienced HR leader who has faced similar challenges. Included are 2 virtual or onsite meetings annually, HR Executive Peer Forum and 90-day “follow-me” service.

Leadership Membership Executive Advisors provide strategy planning support calls to members to help curate membership content and ensure they succeed against their initiatives.

Advisory Membership Leverage unlimited access to our team of advisors, diagnostic suite*, and library of best-practice tools, templates, training materials, and step-by-step methodologies that are proven to accelerate projects and transform HR departments.

Team Seat Access Full access to McLean & Company’s online content and Academy courses.

Can only be purchased as an add-on to an Advisory-level and above membership.

Onsite Membership Add-Ons
+ Workshop Over one week our facilitators customize our frameworks to your unique situation and develop your team as they work through a critical initiative.
+ Management
Fundamentals Cohort Provide managers with foundational skills for successful people management. Online Delivery – 12 weeks Leadership Support
Session
This blended learning session helps managers of Management Fundamentals Online participants to become familiar with key concepts to sustain change. This session cannot be sold separately. Online Delivery.

McLean Facilitated Remote Training
Online Training Sessions
Develop your managers with our varied, interactive, remote training sessions that are each 3 hours long. Please note there is a minimum of 5, up to a maximum of 15, participants required.

Topics include:
• Lead Through Change
• Leading Hybrid Teams
• Build Key Resilience Behaviors
• Provide Impactful Feedback
• Adopt Inclusive Leadership Behaviors
• Give Effective Feedback & Coaching
• Build Data Literacy for HR
Workshops
McLean Remote
Workshop Add-on
Session
Additional day of core workshop. Can be added to an existing Workshop only and not purchased as a standalone.

Development Programs
McLean Elevate HR
Online
Elevate HR Online is an interactive program designed to develop strategic HR leaders by honing in on key competencies and leadership behaviors through research-driven facilitation, engaging activities, and peer learning.

Coaching: Leadership
Development Coaching
Leadership Development Coaching is tied directly to the 360 Feedback assessment results. Our trained coaches work one-on- one with your leaders in a confidential environment to accelerate their self-awareness and development.

Coaching: Leadership
Development Coaching
With Management
Fundamentals
Management Fundamentals is a twelve-week interactive program that combines live online group learning sessions with in- dividual eLearning modules on nine topics fundamental to people leadership. Our trained coaches work one-on-one with your leaders in a confidential environment to accelerate their self-awareness and development.

Coaching: Leadership
Development Coaching
With Elevate HR
The Elevate HR program is a four-month program designed to help HR professionals develop a strategic HR mindset. It is an interactive learning experience combining individual eLearning courses and a series of live online sessions with other HR professionals. Our trained coaches work one-on-one with your leaders in a confidential environment to accelerate their self-awareness and development.
* Up to 500 users only. Custom pricing for larger organizations, where applicable. • Master Difficult Conversations
• Master the 3i's of Employee Engagement
• Foundational Communication Skills
• Emotional Intelligence in Leadership
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Full DEI Strategy
Workshop Support
We offer support in building the organization’s DEI strategy.

McLean & Company provides the resources and offerings to support the creation of a DEI strategy that will help the or- ganization support a diverse employee base in an equitable and inclusive manner.

Diagnostic Focus Groups
Following the completion of the DEI Survey or DEI Pulse, we will:
• Debrief executive team on the survey results.
• Select categories for action planning.
• Determine makeup of focus groups.
• Facilitate up to four employee focus groups (with 8-10 participants per focus group), each two hours long,
and up to two manager focus groups, also each two
hours long.
• Compile results of focus groups into comprehensive report, including short-term and long-term recommendations.
• Debrief focus group feedback.
• Review and prioritize employee initiatives.

Create a Diversity, Equity, and Inclusion (DEI) Strate- gy
In the Online DEI Strategy Workshop we will:
• Gather additional data assessments.
• Conduct a current-state analysis.
• Determine the purpose of DEI.
• Identify key communication messages and timing.
• Select initiatives and plan to launch the strategy.
• Build draft action plans.

DEI Governance Model Development
• Identify the recommended governance model.
• Conduct a stakeholder analysis and identify change
agents and champions.
• Identify roles and accountabilities for each component of the governance model.

Action & Communication Planning
• For each milestone, identify action steps that must occur to complete it and indicate who owns the action, which
groups are involved, who will perform the action, any
risks associated with it, whether communication is
required, the start and end dates, and if there are associ- ated prerequisites or dependencies.
• For any milestones that require communication, outline key messaging, communicator, etc.

Employee Lifecycle Analysis
• Analyze the people implications and identify who is part of each stage of the employee lifecycle.
• Analyze the process implication and evaluate the exist- ing processes to identify systemic changes needed to
improve DEI at each stage of the lifecycle.
• Analyze the technology implications and assess the
technology or other resources used in each stage of the lifecycle for inequities.

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McLean & Company’s Executive
& Leadership Service Levels
Executive Counselor Membership
Includes all features of the Leadership Membership PLUS:
• 2 online or onsite analyst visits
• Prescheduled and ad hoc calls to move your agenda
• forward
• Guidance to understand and prepare for boardroom-level challenges
• Fully personalized Leadership Development Program
• Additional event ticket: 1 Signature event ticket or 1 train- ing program ticket (transferable)
• Exclusive access to our annual HR Executive Peer Forum • 90-day “Follow-Me” service
Leadership Membership
Includes all features of the Advisory Membership PLUS:
• Dedicated Executive Advisor
• Quarterly Virtual Leadership Peer-to-Peer Roundtable
• One 360 Feedback personal evaluation and results
session
• Contract review for HR technology
• Your choice of 1 Signature event ticket or 1 training program ticket (transferable)
Advisory Membership
• Dedicated Account Manager
• Unlimited advisory assistance
• Access to diagnostics
• Full web content access
• Academy eLearning program
Team Seat
• Role-based access to all research and project
methodologies
• Full web content access
• McLean Academy eLearning program
Executive & Leadership Access
Each MLE Account (>500 employees)
requires 2 Advisory-level seats
* Executive Counselor Memberships are exclusive and only available to the most-senior HR leader MCLEAN & C OMp AN y pROdUCT OFFERING
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McLean & Company
Executive Counselor Membership
Highly Personal Service
and Peer Networking
Dedicated Counselor Service
Benefit from an experienced HR leader who has walked in your shoes. A dedicated Counselor will provide you with 1:1 coaching to accelerate your personal development and help you tackle professional challenges. Book scheduled meetings to stay on track or call your Counselor whenever you need them. Receive two online full-day sessions throughout the year to work on whatever you’d like.

Boardroom Preparation
Boards and executive teams are seeking more input from
HR, which means CHROs need to speak their language. We’ll help you understand and prepare for the boardroom-level challenges you’re facing and gain buy-in for HR initiatives.

Personalized Leadership Development
Accelerator Program
Start with a 360-degree review to get a holistic perspective of your leadership performance. Then, work with your Coun- selor to review your leadership brand. With this information, set goals for improving your brand and reaching your own development goals.

Annual HR Executive Peer Forum
This full-day event will accelerate your personal learning and development. Explore the latest research and best practices and make meaningful connections with CHRO peers.
90-Day “Follow-Me” Service
If you are in a time of transition, McLean & Company will continue to support your personal development for 90 days after you leave your current role as well as support the incoming CHRO.

Also Includes Features From:
• Leadership Membership
• Advisory Membership
• Team Seat

Online Advisory Sessions
This is your time to leverage the experience and knowl- edge of your Counselor with a full-day online session. Your Counselor will help you untangle your most urgent challenges and take advantage of upcoming opportunities.
+ 2 Remote or Onsite Full-Day Analyst Visits
Session Ideas:
• Make a strategic HR plan
• 1:1 coaching and development planning
• Explore best practices in HR strategy
• Prepare for an important meeting or pitch
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McLean & Company
Leadership Membership
Develop as an Organizational Leader
You’ll get a dedicated Executive Advisor, who is a former HR leader with deep experience across many research
areas. They will help you identify strategic initiatives, prioritize projects, mitigate challenges, find the relevant research or subject matter experts, and stay on track.

We recommend you meet at a minimum quarterly for a
touchpoint, in addition to the unlimited advisory calls while working with our SME advisory team, with flexibility to leverage additional touchpoints and select advisory calls with your Executive Advisor as you work toward delivering key initiatives.

Quarterly Leadership Peer-to-Peer
Roundtable (virtual)
Leverage the expertise of fellow senior HR leaders in
Quarterly Leadership Peer-to-Peer Roundtables. These
60-minute facilitated discussions are an opportunity to network and collaborate in an open, honest, and inclusive virtual space.

Event Opportunities
Your choice of one ticket to McLean & Company’s Signature conference or one ticket to our Elevate HR Online strategic leadership development course is included. Ideally, we’d like you to benefit from these events, although the ticket could be transferred to a colleague.

Contract Reviews
Whether you’re purchasing or renewing, our analysts will help you optimize all your software purchases:
• Know the right and wrong price for the software you’re purchasing.
• Manage future costs.
• Improve your contract negotiation skills.
• Home in on the optimal contract language.

Leadership Development Feedback Tools
360 Feedback Program
Get a holistic perspective on performance with a compre- hensive competency evaluation from subordinates, peers, and managers.

Also Includes Features From:
• Advisory Membership
• Team Seat
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McLean & Company
Advisory Membership
Systematically Improve HR
Dedicated Account Manager
Work with someone familiar with your role and organization so they can expertly guide you through your biggest chal- lenges and major projects, then direct you to the most rele - vant research resources and experiences, ensuring you get the most value from your membership and maximize HR
performance.

HR Diagnostics
HR Diagnostics Programs
McLean & Company diagnostics are the simplest way to collect the data you need to develop actionable insights.
• 360 Feedback
• Employee Engagement Program*
• McLean Employee Experience Monitor*
• New Hire Survey*
• Employee Exit Survey*
• Diversity, Equity & Inclusion Engagement Pulse
• Employee Retention Pulse Survey
• HR Management & Governance Diagnostic
• HR Stakeholder Management Survey

*Not included in all Advisory memberships. Refer to your Account Director for included diagnostic programs and users supported.

Additional fees may be required for multilingual surveys.

Also Includes Features From:
• Team Seat
Core HR Processes
Best-Practice Research
A comprehensive, connected methodology for improving
core HR processes.

Tools & Templates
Powerful tools and templates to help your team identify what’s wrong and take action.

Classroom Training and LMS-Ready Downloads
Access to our ready-to-deliver training modules and materials to develop high-impact leaders.

Expert Advice
Unlimited Advisory Assistance Access
Unlimited phone access to our subject matter experts to guide you through your most challenging human resources projects.

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McLean & Company
Team Seat Access
Core Project Research and
Thought Leadership
Account Manager
Your Account Manager will ensure you get the most value from your membership by helping you understand your en- titlements and the resources you can leverage to help you excel in your role.

HR Practice-Based Research
100+ instructional blueprints for implementing proven
methodologies across core HR practices:
• HR Strategy
• Culture
• Talent Management
• Talent Acquisition
• Total Rewards
• Learning & Development
• HR Technology & Operations
Tools & Templates
Powerful tools and templates to help your team identify issues and take action.

Classroom Training & LMS-Ready Downloads
Access to our ready-to-deliver training modules and
materials to develop high-impact leaders.

HR Software Reports by SoftwareReviews
Detailed reviews of enterprise software, collected from real users and analyzed, provide an in-depth view into products and vendors to help with procurement.

Policy Library
An extensive collection of policy templates to expedite authoring and mitigate risk.

McLean Academy
McLean Academy is a series of online professional
development courses built around our HR framework
and delivered by subject matter experts.

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McLean & Company
Management Fundamentals On-
Help new people managers quickly excel with this
interactive, blended learning experience.

Program Outline
Section 1
Team Management
• Communicate Effectively and Build High-Performing
Teams
• Manage Performance
• Give Feedback and Coaching
Section 2
People Development
• Delegate and Distribute Leadership and Create
Accountability
• Master Difficult Conversations and Conflict
• Provide Effective Recognition
Section 3
Personal Leadership Development
• Master the Management Mindset
• Build Key Resiliency Behaviors
• Craft a Compelling Leadership Brand
• Create an Action Plan
Boost performance through training
that provides first-time managers
with the basics of people management.

What Is It Like to Participate?
Managers begin this 12-week program with
a live online kick-off meeting hosted by our
facilitators. This is the first of several live ses-
sions designed for interaction and peer-to-peer
discussion.

Learners have one week to complete each module,
which includes a video lecture (25 minutes to
one hour), individual activities, and a collabo-
rative learning community activity with other
participants.

At the end of the program, several reinforce-
ments will be provided to facilitate learning
application.

Participants will download and print associated
handouts to take notes and complete activities
during each module.

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Management
Fundamentals Online
Program Structure
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McLean & Company
Elevate HR Online
A training program designed to
develop a strategic HR mindset.

Program Outline
Elevate HR Online helps HR professionals focus on:

Building relationships to provide value to internal and external stakeholders.

Business acumen and financial literacy to develop an
understanding of the business and industry to inform
talent decisions.

Data literacy to identify, interpret, and tell a story with talent data.

Organizational awareness to more effectively align
HR advice and strategic direction with organizational
objectives.

Developing as integrated leaders to unravel the knotty
challenges that today’s organizations face.

With this blended learning experience,
boost HR skills, develop key leadership
capability for the future, and build a
world-class professional network.

A multi-month blended learning
experience including:

Self-paced eLearning modules of varying length
Live online sessions to encourage cohort
interaction
Varied activities designed to encourage
immediate framework application
Structured discussion questions to facilitate
peer-to-peer discovery and learning
Supporting McLean resources to reinforce
learning and application
You’ll also complete the 360 Feedback assessment both
before and after the program and multiple post-program
learning reinforcements including a final case study.
1 2
3 4

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McLean & Company
Full-Service Diagnostic Programs
Improve Employee Experience
and HR Processes
New Hire Survey
Ensure recruiting and onboarding programs are effective by surveying new employees.

Employee Engagement
Move beyond measuring job satisfaction with a
comprehensive view of engagement.

Diversity, Equity, and Inclusion Engagement Pulse
Take a thoughtful approach to mobilize inclusion efforts across your organization.

Employee Retention Pulse Survey
Identify the early signs of employee turnover and develop a talent retention strategy.

McLean Employee Experience Monitor
Evolve to leader-driven engagement with a real-time
dashboard and results.

Employee Exit Survey
Understand why people leave the organization
in order to proactively retain top talent.
360 Feedback
Empower employees with
a holistic view of their
performance to prioritize
development.

Optimize the HR Department
for Success
HR Stakeholder Management Survey
Align HR initiatives with business strategy and stakeholder needs.

HR Management & Governance
Improve HR’s core functions and drive project success.

HR Strategy
Diagnostics

HR MANAGEMENT
& GOVERNANCE

HR ORGANIZATIONAL

ALIGNMENT

360 FEEDBACK
EM

PLOYEE LIFECYCLE DIAGNOSTICS
Hire
New
Em
ployee
Engagem
ent Em
ployee
Experience Monitor
Employee
Retention Pulse
EmployeeExit DEI EngagementPulse
Workplace
W
ellness
MCLEAN & C OMp AN y pROdUCT OFFERING
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 89 207
McLean & Company
Online and Onsite Workshops
An innovative approach to kick-start strategic HR projects.

Your most pressing HR problems
solved in less than one week
Within one week, our expert facilitators help you complete a key initiative, work through critical project deliverables, and engage your team. We use a learning-based approach to im- plement McLean & Company methodologies tailored to your unique situation.

Example Workshop
Create a People Strategy
Day 1
Identify Talent Implications of
Organizational Direction
• Review strategic documentation
• Conduct a SWOT analysis
• Debrief HR Stakeholder
Management Survey
• Debrief HR Management and
Governance Survey
• Prioritize talent implications
Day 2
Determine Strategic Pillars and
HR Outcomes
• Create strategic pillars
• Create HR outcomes
Day 3
Evaluate HR’s Ability to Achieve
the Outcomes
• Conduct a SWOT for HR
• Identify gaps to deliver HR
outcomes
• Create initiatives and a timeline for
implementation
• Review existing initiatives for align-
ment with new talent strategy
MCLEAN & C OMp AN y pROdUCT OFFERING
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 90 208
McLean & Company
GSA Approved Terms of Use
This document states the terms and conditions under which you may use this website and the Services, which are the property of “McLean & Company” a division of Info-Tech
Research Group Inc. Your use of this site and the Services constitutes acceptance of these terms and conditions.

1. General Use Restrictions
“McLean & Company” services, advice, materials, products, websites and network (collectively the “Services”) are to be used for the User’s (meaning a user that uses the publicly available Services, or is authorized by “McLean & Company” to use the Services that require paid access) internal use and benefit only pursuant to the terms and limitations of the paid subscription and may not be disclosed, dissemi- nated or distributed to any other party, except as “McLean & Company” otherwise agrees in writing. The User will not circumvent any encryption or otherwise gain access to
Services for which the User has not been expressly granted the appropriate rights of access.

The User will not use the Services for or knowingly trans- mit to “McLean & Company” or upload to any “McLean &
Company” site or network any illegal, improper or unaccept - able material or use them for illegal, improper or unaccept - able practices including without limitation the dissemination of any defamatory, fraudulent, infringing, abusive, lewd, ob- scene or pornographic material, viruses, trojan horses, time bombs, worms, or other harmful code designed to interrupt, destroy, or limit the function of any software, hardware or communications equipment, unsolicited mass email or
other internet based advertising campaigns, privacy breach- es, denial of use attacks, spoofing, or impersonation.

The Services are owned by and copyrighted by “McLean &
Company” and other parties and may contain trademarks
of “McLean & Company” or others. They are protected by
Canadian, U.S. and international copyright and trademark laws and conventions.

User may use the Services solely for its own internal infor - mation purposes pursuant to the terms and limitations of the paid subscription. The User may however forward indi- vidual articles contained in the Services to colleagues and others who may be interested in a specific article provided all copyright, trademark and other notices are not altered or removed. In addition, the User may download any policies or templates for their internal use. The User may alter the policy or template and remove any copyright, trademark or other notices and may share the document internally with colleagues only via LAN or intranet.

Any other reproduction of the Services in any form or by any means is forbidden without “McLean & Company’s” written permission, and without limiting the generality of the forego- ing, the User will not:
a. record and re-transmit the Service over any network
(including any local area network), except as otherwise stated above;
b. use any Service in any timesharing, service bureau, bulle- tin board or similar arrangement or public display;
c. post any Service to any other online service (including bulletin boards or the Internet);
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d. sublicense, lease, sell, offer for sale or assign the Service; or
e. use “McLean & Company’s” name or any excerpts from
the Services in the promotion of its products or services.

3. Users
Users must be authorized to use the Services by “McLean & Company”, and if a User uses the Services by virtue of being an employee, consultant or independent contractor of a User entity that has paid for the Services, must also be authorized by that entity. Such Users who are consultants or indepen - dent contractors for another User may only use the Services exclusively for the benefit of that User entity. Users must maintain and protect the confidentiality of any password(s), and are responsible to ensure that the passwords are effec - tive. Users shall advise “McLean & Company” immediately if they discover that their password has been compromised, at the following number 1-877-821-0480 (US & CAN).

4. User Submissions
“McLean & Company’s” research services include the ability for clients to contribute content for publication on “McLean & Company’s” websites. If your account is used to submit, post, or add content to “McLean & Company’s” websites,
(collectively, “User Submissions”), you agree to accept sole responsibility for those User Submissions, including the in - formation, statements, facts, and material contained in any form or medium (e.g., text, audio, video, and photograph - ic) therein.

When you provide any User Submission to us, you grant
us, our affiliates, and our partners, a worldwide, irrevoca - ble, royalty-free, nonexclusive, sub-licensable license to use, reproduce, create derivative works of, distribute, publicly perform, publicly display, transfer, transmit, distribute, and publish such User Submission, and subsequent versions
thereof. You agree you will not attempt to enforce any so- called “moral rights” in your User Submission against us, our affiliates, and/or our partners. This license will apply to the distribution and the storage of your User Submission in any form, medium, or technology now known or later developed.

By using “McLean & Company’s” research services, you
agree that none of your User Submissions will:
• infringe on the intellectual property, trade secret, privacy, publicity, or other rights of others;
• contain false statements or misrepresentations that
could damage “McLean & Company” or any third party;
• include obscene, libelous, defamatory, threatening,
harassing, abusive, hateful, sexually explicit, sexually ori- ented, profane, or embarrassing material, as determined by “McLean & Company” in its sole discretion;
• be illegal or otherwise objectionable;
• contain the personal information of any third party,
including, without limitation, addresses, phone numbers, email addresses, Social Security numbers, and credit
card numbers;
• encourage or facilitate insider trading or anticompetitive behavior;
• include commercial advertisements or solicitations; or • purport to or actually provide legal or professional advice.

Because “McLean & Company’s” Web sites are available to the public, we cannot guarantee that User Submissions on “McLean & Company’s” Web sites will remain confidential.

Although you are solely responsible for the content you pro - vide and we do not have a policy of reviewing or monitor - ing all User Submissions, we reserve the right to pre-screen and/or monitor User Submissions. If we become aware of
User Submissions that violate these Terms of Service or that we believe to be otherwise objectionable, we may reject or delete them, or take other action, without notice to you and in our sole discretion.

If you believe that any User Submissions appear to violate these Terms of Service, or if you believe any other user is en- gaged in illegal, harassing, or objectionable behavior, please contact us.

You acknowledge, consent and agree that “McLean &
Company” may access, preserve and disclose your account information and content if required to do so by law or in a good faith belief that such access, preservation, or disclo - sure is reasonably necessary to (i) comply with legal pro - cess; (ii) enforce these Terms; (iii) respond to claims that any content violates the rights of third parties; (iv) respond to your requests for customer service; or (v) protect the rights, property, or personal safety of “McLean & Company”, its users and the public.

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5. Non-Disclosure of Confidential Information
In consideration of, and reliance upon, the covenants of Company and “McLean & Company” herein contained, the
parties have or will disclose to each other certain informa - tion (hereinafter referred to as “Confidential Information”), in- cluding, without limitation, information concerning future or proposed products, financial performance and projections, customers, employees, contracts, strategic relationships, marketing plans and business plans and other information disclosed by a party (the “Disclosing Party”) to the other party (the “Receiving Party”). Information which is disclosed orally shall not be considered Confidential Information unless (i) it is identified as Confidential Information prior to such disclosure, and (ii) it is memorialized in writing within fifteen (15) days following such disclosure by the Disclosing Party. Information which is disclosed visually or in tangible form (whether by document, electronic media or other form) shall not be considered Confidential Information unless it is clearly marked as Confidential Information, whether dis- closed orally, visually or in tangible form (whether by docu- ment, electronic media or other form). Information shall not be considered Confidential Information if:
• It was in the public domain at the time of communica- tion to the Receiving Party or is later placed in the public domain by the Disclosing Party;
• It entered the public domain through no fault of the
Receiving Party subsequent to the time of disclosure
hereunder to the Receiving Party;
• It was in the Receiving Party’s possession free of any obligation of confidence prior to disclosure hereunder; or • It was developed by employees or agents of the
Receiving Party independently of and without reference
to any Confidential Information.

Except as provided herein, “Confidential Information” shall include, without limitation, proprietary, technical, marketing, operating, performance, cost, business pricing policies, pro- grams, inventions, discoveries, trade secrets, techniques, processes, source code, unlinked object modules, comput - er programming techniques, and all record bearing media containing or disclosing such information and techniques disclosed pursuant to this Agreement. Information regard- ing current products shall be treated as non-“Confidential Information” unless marked “Confidential”.

The Receiving Party shall not disclose, publish or com- municate the Confidential Information to any third party without the prior written consent of the Disclosing Party.

6. Term
Many of the Services are “subscription” services that have a fixed Term and must be renewed in writing at the end of the term for services to continue. Contractual term of membership is generally one (1) to three (3) years in length and is agreed to by the parties in writing. Workshops purchased as part of membership expire without refund or credit at the end of the membership period covered by the purchase. Workshops pur- chased outside membership expire without refund or credit one (1) year after purchase. “McLean & Company” may termi- nate a User’s access at any time if the User or the entity paying for the User’s access violates the terms of use or subscription or any other agreement with Info-Tech.

7. Cancellation
“McLean & Company” Services cannot be terminated by the User during a contractual term.

8. Changes
“McLean & Company” may change or discontinue any aspect of its Services at any time, including content or features. “McLean & Company” also reserves the right to change the terms and conditions applicable to use of the Services. Use of the Services after such changes shall be deemed to be acceptance by User of such changes. These terms were last revised on June 12, 2020.

9. Accuracy of Information and Warranty
The information contained in the Services has been obtained from sources believed to be reliable but “McLean & Company” does not warrant the completeness, timeliness or accuracy of any information contained in the Services. The Services are intended to: help identify business risks; provide insights based on industry research; and to help you focus on cer- tain matters which may be affecting your business. “McLean & Company” does not provide legal, accounting or other
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professional advice, nor should any advice from “McLean & Company” be construed as such. We encourage you to seek professional advice whenever necessary.
“McLean & Company” expressly excludes and disclaims all express or implied conditions, representations and warran- ties including, without limitation, any implied warranties or conditions of merchantability or fitness for a particular pur - pose, to the extent allowable by law.

Although “McLean & Company” takes reasonable steps
to screen Services for infection by viruses, worms, Trojan horses or other code manifesting contaminating or de -
structive properties before making the Services available, “McLean & Company” cannot guarantee that any Service will be free of infection.

User assumes sole responsibility for the selection of the Services to achieve its intended results. The opinions ex- pressed in the Services are subject to change without notice. “McLean & Company” does not endorse third party products or services. “McLean & Company” assesses and analyzes
the effectiveness and appropriateness of information tech- nology in the context of a general business environment only unless specifically hired by a User to assess in the context of their own environment.

10. Limitation of Liability
In no event is “McLean & Company” liable for any direct, special, indirect, consequential, incidental, punitive or other damages however caused, whether in contract, tort, negli- gence, strict liability, operation of law or otherwise, (includ - ing without limitation damages for lost profits, business interruption or loss arising out of the use of or inability to use the Services, or any information provided in the Services, or claims attributable to errors, omissions or other inac- curacies in the Service or interpretations thereof), even if “McLean & Company” has been advised of the possibility of such damages. “McLean & Company’s” total liability shall in no event exceed the amount paid by the User for the Service in question.

The User acknowledges that “McLean & Company” has set its prices and sold the Services to it in reliance on the limitations of liability and disclaimers of warranties and damages set forth herein, and that the same form a fundamental and essential basis of the bargain between the parties. They shall apply even if the contract between the User and “McLean & Company” is found to have failed in its fundamental or essential purpose or has been fundamentally breached.

11. Links to Third-Party Sites
Any third-party sites that are linked to the Services are not under “McLean & Company’s” control. “McLean & Company” is not responsible for anything on the linked sites, including with- out limitation any content, links to other sites, any changes to those sites, or any policies those sites may have. “McLean & Company” provides links as a convenience only and such links do not imply any endorsement by “McLean & Company” of those sites.

12. Investment Advice
The Services are not intended to be used for the purpose of, or as a basis for, making investment decisions or recom- mendations with respect to securities of any company or industry and “McLean & Company” assumes no liability for decisions made, in whole or in part, on the basis of any infor- mation contained in the Services.

13. Governing Law
This site and agreement is governed by the laws of the
Province of Ontario, Canada, excluding any conflicts of law provisions and excluding the United Nations Convention
on Contracts for the International Sale of Goods. Any legal action against “McLean & Company” shall take place in the courts of the Province of Ontario. The parties attorn to the non-exclusive jurisdiction of the courts of Ontario.

14. Entire Agreement
These standard terms of use, together with any service
agreements and statements of work signed by the parties, contains the complete and exclusive statement of agree - ment between the parties and supersedes all purchase order terms and conditions, understandings, proposals, negoti- ations, representations or warranties of any kind whether written or oral. These terms and conditions may not be mod- ified except via written agreement signed by both parties.

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McLean & Company
GSA Approved Privacy Poli-
This is the privacy policy of McLean & Company. This docu- ment explains McLean & Company's policies for the collec- tion, use and disclosure of personal information.

The Information We Collect
McLean & Company collects information by various meth-
ods, including information actively provided by its lead providers and its customers and information arising from customer surveys and general feedback.

The types of personal information we collect include name, contact information, identification information, and credit in- formation. Credit card information is used for billing purpos- es only. We may record calls to or from our customer service representatives for purposes of accuracy, performance re- views, training and General quality assurance.

How We Use This Information
This information is used to provide our various products, in- cluding customer service, accounting, billing, and collections, and in the marketing of other McLean & Company products.

McLean & Company may use aggregate or anonymous in-
formation, which will not be linked to identified individuals, for various other uses for itself and third parties. The identity of our corporate clients is not considered personal or confi - dential information, and we may disclose that information for promotion and marketing purposes.

McLean & Company users may have the option to partici - pate in online discussion communities. Such communities are exclusive communities for certain McLean & Company
subscribers and are accessible only by subscribers through their McLean & Company login name and password.

Participation in the community is completely voluntary. By opting into the community, subscribers agree to share basic contact information (name, company, address) with their peers in the community.

Who We Share This Information With
McLean & Company does not share personal information
with any third parties except as disclosed in this policy.

McLean & Company may provide personal information to
McLean & Company’s consultants, subcontractors, and pro- fessional advisors (which shall be bound by privacy obliga- tions) to assist McLean & Company’s uses disclosed herein.

Security
Personal information is stored in a combination of paper and electronic files. They are protected by security measures ap- propriate to the nature of the information.

Accessing Information
Individuals may review their personal information contained in McLean & Company files by contacting the McLean &
Company privacy officer. If an individual believes that any of their personal information is inaccurate, we will make appro- priate corrections.

Cookies
Cookies are used by McLean & Company for the conve-
nience of our users. They are used to streamline access to the online subscriber service. Cookies automatically authen- ticate the user. A user can access McLean & Company prod- ucts with the cookie feature turned off; however, in doing so they may find themselves challenged for username and password information on multiple occasions. McLean &
Company also uses cookies to track users' visits and uses that information to improve user experience and track use of our products.

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Links
McLean & Company seeks out the best web sources and
resources for our advisory services. Many of our pages con- tain links to information at other websites. When you click on one of these links, you are moving to another website.

We encourage you to read the privacy statements of these linked sites, as their privacy policy may differ from ours.

McLean & Company may disclose personal information to
another entity purchasing (including for diligence purposes prior to purchase) the assets of McLean & Company, provid- ed that entity abides by this or a similar privacy policy.

Ryan Huggett
Toll Free: 1-888-670-8889 Ext. 2691
MCLEAN & C OMp AN y GSA AppROvEd pRIv AC y pOLIC y
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GSA Offering – Software
Licenses (SIN 511210)
MFR Part No. Product Name Product Description Unit of Issue Price Offered to GSA
(Including IFF)
MYP23-001 myPolicies - Small myPolicies software license use for small business (1-50 Users)
EA $6,819.90
MYP23-002 myPolicies - Medium myPolicies software license use for medium business (51-200 Users)
EA $13,256.93
MYP23-003 myPolicies - Large myPolicies software license use for large business (201-400 Users)
EA $19,000.00
F24 Pricing
GSA OFFERING – SOFT wARE LICENSES
INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST 97 215
myPolicies GSA Approved
Terms of Use
This document states the terms and conditions under which you may use this website and the Services, which are the property of myPolicies, a division of Info-Tech Research Group Inc., a corporation incorporated pursuant to the laws of Canada (“myPolicies”).

Executing this Agreement or accompanying purchase
order constitutes acceptance of these terms and condi-
tions. Registered users will be provided with a username and password to access and use the secure portal within the myPolicies website (the “Secure Portal”). If User wishes to use single sign-on (SSO), myPolicies would be pleased to work with a SSO provider of User’s choice. If you are ac- cessing this site or any mobile application thereof, these Terms of Use (“Terms”) govern your access and use of the myPolicies website, its successor domains and any mobile application of the myPolicies website (collectively the “Site”).

Please take the time to read these Terms carefully. The Terms describe how you may use this Site and what you
must refrain from doing while using this Site. The Terms also describe how information you contribute will be shared, who owns information on the Site and other important matters relating to your use of the Site. Executing this Agreement or accompanying purchase order constitutes acceptance of these terms and conditions and you acknowledge that you have read and understood these Terms and that you agree to be legally bound by the Terms. We ask that you review the Terms regularly, as we reserve the right to make changes to the non-material terms and conditions of the Terms with- out giving you prior notice. For your reference, we will post when the non-material terms and conditions of the Terms were last updated. Accessing and/or using the Site after modification of the Terms shall constitute acceptance of the Terms. Any material updates to these Terms shall be pre- sented to Ordering Activity for review and will not be effec- tive unless and until both parties sign a written agreement updating these terms.

In these Terms, “us”, “we”, “our” and myPolicies refers to myPolicies, a division of Info-Tech Research Group Inc., a corporation incorporated pursuant to the laws of Canada.

When “you” or “your” is stated in these Terms, it refers to the Ordering Activity under GSA Schedule contracts identified in the Purchase Order, Statement of Work, or similar document using the Site and to any person contributing content in any manner to the Site. If you are accessing the Site on behalf of an organization, including a business, “you” refers to the organization you are working on behalf of and the organiza- tion agrees to be bound by these Terms to the fullest extent allowable by applicable law. When you are agreeing to these Terms on behalf of an organization, your agreement to these Terms also signifies to us your authority to bind the organiza- tion for the purposes of these Terms. “User” or “Users” refer to individuals who are authorized to access and/or contrib - ute information to the Site, whether or not they are doing so on behalf of an organization. You further agree to nominate one individual as a contact for myPolicies. Communications regarding the Services will be between that contact and a contact provided by myPolicies.

1. General Use Restrictions
myPolicies services, advice, materials, products, websites and network (collectively the “Services”) are to be used for the User’s (meaning a named individual user that uses the publicly available Services or is authorized by myPolicies in a service agreement to use the Services that require paid access) use and benefit only pursuant to the terms and lim- itations of the paid subscription and may not be disclosed, disseminated or distributed to any other party, except as myPolicies otherwise agrees in writing. The User will not circumvent any encryption or otherwise gain access to
Services for which the User has not been expressly granted rights of access.

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The User will not use the Services for or knowingly trans- mit to myPolicies or upload to any myPolicies site or net- work any illegal, improper or unacceptable material or use them for illegal, improper or unacceptable practices includ - ing without limitation the dissemination of any defamatory, fraudulent, infringing, abusive, lewd, obscene or pornograph- ic material, viruses, Trojan horses, time bombs, worms, or other harmful code designed to interrupt, destroy, or limit the function of any software, hardware or communications equipment, unsolicited mass email or other internet-based advertising campaigns, privacy breaches, denial-of-service of use attacks, spoofing, or impersonation.

The User SHALL NOT use the Services to anonymously
report any type of harassment or abuse. Any anonymous
complaints of harassment or abuse shall not be made via the Services, and User agrees to report any harassment or abuse to their supervisor or their Human Resources depart- ment, or the police, as required. Any anonymous reports of harassment or abuse made via the Services will not be ac- knowledged or acted upon.

The Services are owned by and copyrighted by myPolicies, a division of Info-Tech and other parties and may contain trademarks of Info-Tech or others. They are protected by Canadian, U.S. and international copyright and trademark laws and conventions.

User may use the Services solely for their own information purposes pursuant to the terms and limitations of the paid subscription. The User may download any of the Service’s tools or templates for their individual use, but may not dis- tribute any articles, tools, templates or blueprints internally, subject to the exceptions below. The User may create deriv- ative works from the Service’s tools or templates and dis- tribute these for internal use but may not distribute these derivative works externally for any commercial or resale purposes.

We retain all right, title, interest, in and to any policy tem- plates, report templates or any blueprints, documents,
PowerPoint slides or outlines that may be provided as part of the Services (“myPolicies IP”). You obtain a royalty-free, transferable, fully paid-up license to use and incorporate my- Policies’ IP into the policies and reports you create using the Services.
“Work Product” in these Terms is defined as the customized policies or reports or other tangible results that you create through the use of the Services. You will own the Work
Product as a whole, provided you do not resell it or allow it to be resold. You do not obtain any intellectual property interest in myPolicies’ IP , other than the limited license set out above.

We reserve the right to review the Work Product and to use any portion of the Work Product to improve the Services. We warrant that your identity and confidential information will be held in strict confidence and will never form part of the Services.

When you upload any documents or policies to the Site
(“Your IP”), you represent that you have all necessary rights and interests in and to such policies or reports necessary to share the same with us, and you grant us and our affiliates the right to review Your IP and to use any portion of Your IP to improve the Services, provided we do not share your iden- tity or confidential information with any third parties.

Any other reproduction or dissemination of the Services in any form or by any means is forbidden without myPolicies’ written permission, and without limiting the generality of the foregoing, the User will not:
a. record and re-transmit the Service over any network
(including any local area network), except as otherwise stated above;
b. use any Service in any timesharing, service bureau, bulle- tin board or similar arrangement or public display;
c. post any Service to any other online service (including bulletin boards or the Internet);
d. sublicense, lease, sell, offer for sale or assign the Service; or
e. use myPolicies name or any excerpts from the Services in the promotion of its products or services.

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3. Users
Users must be authorized to use the Services by myPoli- cies. Users must maintain and protect the confidentiality of any password(s), and are responsible to ensure that the passwords are effective. Users shall advise Info-Tech imme- diately if they discover that their password has been com- promised, at the following number: 1-888-670-8889 (US) or 1-844-618-3192 (CAN).

4. Non-Disclosure of Confidential Information
In consideration of, and reliance upon, the covenants of the User and myPolicies herein contained, the parties have or will disclose to each other certain information (hereinafter referred to as “Confidential Information”), including, without limitation, information concerning future or proposed prod- ucts, financial performance and projections, customers, employees, contracts, strategic relationships, marketing plans and business plans and other information disclosed by a party (the “Disclosing Party”) to the other party (the “Receiving Party”). Information which is disclosed orally shall not be considered Confidential Information unless (i) it is identified as Confidential Information prior to such dis- closure, and (ii) it is memorialized in writing within fifteen (15) days following such disclosure by the Disclosing Party.

Information which is disclosed visually or in tangible form (whether by document, electronic media or other form) shall not be considered Confidential Information unless it is clear- ly marked as Confidential Information, whether disclosed orally, visually or in tangible form (whether by document, electronic media or other form). Information shall not be considered Confidential Information if:
• It was in the public domain at the time of communica- tion to the Receiving Party or is later placed in the public domain by the Disclosing Party;
• It entered the public domain through no fault of the
Receiving Party subsequent to the time of disclosure
hereunder to the Receiving Party;
• It was in the Receiving Party’s possession free of any obligation of confidence prior to disclosure hereunder; or • It was developed by employees or agents of the
Receiving Party independently of and without reference
to any Confidential Information.

Except as provided herein, Confidential Information shall in- clude, without limitation, proprietary, technical, marketing, operating, performance, cost, business pricing policies, pro- grams, inventions, discoveries, trade secrets, techniques, processes, source code, unlinked object modules, comput - er programming techniques, and all record bearing media containing or disclosing such information and techniques disclosed pursuant to this Agreement. Information regard- ing current products shall be treated as non-Confidential Information unless marked “Confidential”.

The Receiving Party shall not disclose, publish or com- municate the Confidential Information to any third party without the prior written consent of the Disclosing Party.

You acknowledge, consent and agree that myPolicies may
access, preserve and disclose your account information and content if required to do so by law or in a good faith belief that such access, preservation, or disclosure is reasonably necessary to (i) comply with legal process; (ii) enforce these Terms; (iii) respond to claims that any content violates the rights of third parties; (iv) respond to your requests for cus - tomer service; or (v) protect the rights, property, or personal safety of myPolicies, its users and the public.

5. Term
Many of the Services are “subscription” services that have a fixed term. When the End User is an instrumentality of the U.S., recourse against the United States for any alleged breach of this Agreement must be made as a dispute under the contract Disputes Clause (Contract Disputes Act). During any dispute under the Disputes Clause, Info-Tech shall pro- ceed diligently with performance of this Agreement, pend- ing final resolution of any request for relief, claim, appeal, or action arising under the Agreement, and comply with any decision of the Contracting Officer.

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6. Reserved

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8. Accuracy of Information and Warranty
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Department: Police Department
Prepared By: Lizceth Zazueta
Staff Member Presenting: Mike Lorenz, Chief of
Police
Approved By:

Submitted To: Council/OHA
Approved: _______________________________
Continued To: ___________________________
Denied: __________________________________
Item No: 10
SUBJECT:

INTRODUCTION OF AN ORDINANCE APPROVING A MILITARY EQUIPMENT USE POLICY PURSUANT TO GOVERNMENT CODE SECTIONS 7070, ET. SEQ.

CITY OF ONTARIO
Agenda Report
February
3, 2026
SECTION:

ADMINISTRATIVE

REPORTS/DISCUSSION/ACTION

RECOMMENDATION:

That the City Council introduce and waive further reading of an Ordinance annually adopting the Military Equipment Use Policy and approving the itemized military grade equipment currently in possession of the Ontario Police Department.

THE FOLLOWING COUNCIL GOALS ARE BEING ACHIEVED:

Maintain the Current High Level of Public Safety
Pursue City's Goals and Objectives by Working with Other Governmental Agencies FISCAL IMPACT:

There is no direct fiscal impact associated with this action.

BACKGROUND & ANALYSIS:

Assembly Bill No. 481 (AB 481) was approved by Governor Newsom on September 30, 2021 to increase transparency, accountability, and oversight surrounding the use and acquisition of military equipment by state and local enforcement. AB 481 added Chapter 12.8, commencing with Section 7070, to the Government Code. Pursuant to Government Code section 7070 et. seq., the City Council must approve a publicly released, written Military Equipment Use Policy (Policy). The Policy must include the type, quantity, capabilities, purposes, and authorized uses of each type of military equipment owned by the law enforcement agency. Additionally, the Policy must include the acquisition and maintenance costs of the equipment, as well as the training required by any oﬃcer allowed to use the military equipment. The Policy must also include mechanisms to enforce the Policy and procedures for members of the public to register complaints or concerns about the use of military equipment. The City Council must adopt the Policy by Ordinance after a public hearing held at a regular meeting pursuant to the Brown Act. The Policy must be posted on the Ontario Police Department website at least thirty (30) days before the public hearing. In compliance with Government Code section 7071(b), the Ontario Police Department made the Policy available on the City website at https://www.ontarioca.gov/Police on January 4th, 2026, and is providing the proposed Policy to City Council as an attachment to this staﬀ report, thereby commencing the approval process of the proposed Policy. 221
ORDINANCE NO. ________

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ONTARIO,

CALIFORNIA, ADOPTING A MILITARY EQUIPMENT USE POLICY
PURSUANT TO GOVERNMENT CODE §§ 7070, ET. SEQ.

WHEREAS, on September 30, 2021, Governor Gavin Newsom signed into law Assembly Bill 481 (“AB 481”), adding Chapter 12.8, “Funding, Acquisition and Use of Military Equipment”, to Division 7 of Title 1 of the Government Code (Sections 7070 et seq.), relating to the use of military equipment by California law enforcement agencies; and

WHEREAS, AB 481 seeks to provide transparency, oversight, and an opportunity for meaningful public input on decisions regarding whether and how military equipment is funded, acquired, or used; and

WHEREAS, the Ontario Police Department is in possession of certain items of equipment that qualify as “military equipment” under AB 481 and further intends to acquire other items of military equipment; and

WHEREAS, AB 481 requires , inter alia, that a law enforcement agency possessing and using such qualifying equipment prepare a publicly released, written, military equipment use policy listing the inventory, description, quantity, purpose, capabilities, use, lifespan, acquisition, maintenance, authorized use, fiscal impacts, procedures, training, oversight, and complaint process, applicable to the Department’s use of such equipment; and

WHEREAS, the policy must be approved by the City Council by ordinance, and reviewed annually thereafter; and

WHEREAS, the military equipment inventoried and presented to the City Council is necessary because there is no reasonable alternative that can achieve the same objective of officer and civilian safety; and

WHEREAS, the proposed Military Equipment Use Policy (“Policy”) will safeguard the public’s health, welfare, safety, civil rights, and civil liberties; and

WHEREAS, the equipment is reasonably cost effective compared to available alternatives that can achieve the same objective of officer and civilian safety; and

WHEREAS, prior equipment use complied with the applicable equipment use policy (including equipment now defined as “military equipment”) that was in effect at the time; and

WHEREAS, if prior uses of the equipment did not comply with the equipment use policy in effect at that time , corrective action has since been taken to remedy nonconforming uses and ensure future compliance moving forward; and

222
WHEREAS, the Police Department has submitted the proposed Policy to the City Council and thereafter has made the Policy and related documents available on the Police Department’s website for a period at least thirty (30) days prior to the public hearing concerning the military equipment at issue; and

WHEREAS, the Policy satisfies the requirements of Government Code Section 7070(d); and

WHEREAS, the City Council of the City of Ontario, having received the information required under AB 481 regarding the Ontario Police Department’s use of military equipment as defined in said law, deems it to be in the best interest of the City to and hereby does approve the Military Equipment Policy; and

WHEREAS, all other legal prerequisites prior to the adoption of this Ordinance have occurred and been satisfied.

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF ONTARIO
HERBY ORDAINS AS FOLLOWS:

SECTION 1. Recitals. The City Council finds that all the recitals, facts, findings, and conclusions set forth above in the preamble of this Ordinance are true and correct.

SECTION 2. Approval of Military Equipment Policy.

Military Equipment Policy.

(a) The Military Equipment Policy (“Policy”), attached hereto and incorporated herein as Exhibit “A” by this reference, shall govern the use of military equipment by the Ontario Police Department.
(b) The Policy shall be made publicly available on the Police Department’s website for as long as the military equipment is available for use or as otherwise ordained by the City Council.
(c) The Police Department shall submit an annual military equipment report to the City Council containing the information required by Government Code Section 7072, attached hereto and incorporated herein as Exhibit “B” by this reference, and the City Council shall thereafter determine whether each type of military equipment identified therein complies with the standards for approval set forth in Government Code Section 7071(d).
(d) The City Council shall on an annual basis and at a regular meeting thereof r eview this Ordinance and vote on whether to renew it pursuant to Government Code Section 7071(e).
(e) The definitions set forth in Government Code section 7070 shall apply to this Ordinance. Any provision of state law referred to herein shall mean and include any amended or successor provision thereof.

SECTION 3. Compliance with CEQA. Adoption of this Ordinance is exempt from the California Environmental Quality Act (CEQA) pursuant to Section 15061 (b)(3) (General Rule) of the CEQA Guidelines because it is not a “project” and because it can be seen with certainty that there is no possibility that the pa ssage of this Ordinance will have a significant effect on the environment.

223
SECTION 4. Inconsistencies. Any provision of the Ontario Municipal Code or appendices thereto inconsistent with the provisions of this Ordinance, to the extent of such inconsistencies and no further, is hereby repealed or modified to that extent necessary to affect the provisions of this Ordinance.

SECTION 5. Uncodified Ordinance. This Ordinance shall not be codified in the Ontario Municipal Code unless and until the City Council so ordains.

SECTION 6. Severability. If any chapter, article, section, subsection, subdivision, sentence, clause, phrase, word, or portion of this Ordinance, or the application thereof to any person, is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portion of this Ordinance or its application to other persons. The City Council hereby declares that it would have adopted this Ordinance and each chapter, article, section, subsection, subdivision, sentence, clause, phrase, word, or portion thereof, irrespective of the fact that any one or more subsections, subdivisions, sentences, clauses, phrases, or portions of the application thereof to any person, be declared invalid or unconstitutional. No portion of this Ordinance shall supersede any local, state, or federal law, regulation, or codes dealing with life safety factors.

SECTION 7. Effective Date. This Ordinance shall bec ome effective thirty (30) days following from its adoption.

SECTION 8. The Mayor shall sign this Ordinance and t he City Clerk shall certify as to the adoption and shall cause a summary thereof to be published at least once, in a newspaper of general circu lation in the City of Ontario, California within fifteen (15) days of the adoption. The City Clerk shall post a certified copy of this Ordinance, including the vote for and against the same, in the Office of the City Clerk, in accordance with Government Code Section 36933.

PASSED, APPROVED, AND ADOPTED this 3rd day of February 2026.

___________________________________
PAUL S. LEON, MAYOR

ATTEST:

_________________________________

SHEILA MAUTZ, CITY CLERK

224
APPROVED AS TO FORM:

_______________________________

BEST BEST & KRIEGER LLP

CITY ATTORNEY

225

STATE OF CALIFORNIA )

COUNTY OF SAN BERNARDINO )

CITY OF ONTARIO )

I, SHEILA MAUTZ, City Clerk of the City of Ontario, DO HEREBY CERTIFY that foregoing Ordinance No. _______ was duly introduced at a regular meeting of the City Council of the City of Ontario held ______, 2026 and adopted at the regular meeting held ___________, 2026 by the following roll call vote, to wit:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

_________________________________

SHEILA MAUTZ, CITY CLERK

(SEAL)

I hereby certify that the foregoing is the original of Ordinance No. _______ duly passed and adopted by the Ontario City Council at their regular meeting held ____________ and that Summaries of the Ordinance were published on ___________ and _____________, in the Inland Valley Daily Bulletin newspaper.

__________________________________

SHEILA MAUTZ, CITY CLERK

(SEAL)

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Ontario City CouncilFebruary 3, 2026

Ontario City Council
February 3, 2026