cc 2024 AR 06/25 cultural arts ticketing software award of contract

ACTION:
____________________________
Clerk/Secretary
Department: Recreation and Community Services Item No: C18 Prepared by: Sydney Roff, Management Analyst Meeting Date: June 25, 2024 Approved by:

Mike Pacheco, Director
John Conley, City Manager Agenda Location: Consent Calendar SUBJECT: AGREEMENT FOR CULTURAL ARTS TICKETING SOFTWARE RECOMMENDATION:

1.Adopt City Council Resolution No. 2024- , approving an agreement with Spektrix Inc. for ticketing software services for the Cultural Arts Division.

2.Adopt City Council Resolution No. 2024- , amending the Operating Budget for Fiscal Years 2023/24 and 2024/25.

CORRELATION TO CITY COUNCIL GOALS: Parks and Recreation.

PRIOR ACTIONS: On October 22, 2019, adopted City Council Resolution 2019-137, approving an agreement with Tessitura Network, Inc. for software services for Cultural Arts (Vote: 5-0).

A comprehensive list of prior actions is included in Exhibit 3.

STATEMENT ON THE SUBJECT: The Cultural Arts Division of the Recreation and Community Services Department will have fulfilled the terms of the existing agreement for its ticketing system with Tessitura Network, Inc. on October 21, 2024.

Staff issued a request for proposals (RFP) on the City’s website and online procurement portal, OpenGov, for new ticketing software on May 20, 2024. The deadline for proposals was June 5, 2024, at 9:00 a.m., and seven proposals were received:

Bidder Office Location
AAC Web Solutions Inglewood, California
Etix Inc. Raleigh, North Carolina
FriendlySky Roswell, Georgia
Glitnir Ticketing Levittown, New York
iTickets Cullman, Alabama
Spektrix Inc. New York, New York
Tessitura Network Inc. Dallas, Texas
AGENDA
REPORT

CITY COUNCIL

COMMUNITY DEVELOPMENT COMMISSION

SUCCESSOR AGENCY

BUENA SANITATION DISTRICT

JOINT POWERS FINANCING AUTHORITY
Approved above recommendation, adopted the following: 1) City Council Resolution No. 2024-122. Vote: 4-0 (Green absent); 2) City Council Resolution No. 2024-123. Vote: 4-0 (Green absent)

MEETING DATE: June 25, 2024 PAGE 2
SUBJECT: AGREEMENT FOR TICKETING SOFTWARE
A three-member panel of City staff evaluated the seven proposals using a weighted evaluation system which considered the following criteria:
•Staffing capabilities demonstrating that the present workload of the firm and the availability of staff for the project will remain sufficient throughout the duration of the contract. •Local experience and credentials of key personnel assigned to the contract. •Understanding of project objectives and scope of work as evidenced in the written narratives. •Vendor's past record of performance in similar projects related to control of costs, quality of work and deliverables, and adherence to schedule.
•Experience with projects of similar nature.
•The City's prior experience with the vendor.
•Cost of providing services.

City staff also contacted the references listed in the two highest-rated proposals. The weighted evaluation criteria and reference process allowed the selection committee to recommend the firm best qualified to provide the requested services at a reasonable cost. The consensus among the selection committee was to recommend the City Council award an agreement to Spektrix Inc.

A detailed scope of work for the project is available in the consultant’s proposal, attached as Exhibit 4.

Staff recommend approving an agreement with Spektrix Inc. for ticketing software services for the Cultural Arts Division, attached as Exhibit 5. The recommended agreement with Spektrix Inc. shall not extend past a three-year agreement with the option to extend the agreement for two additional one-year terms and shall not exceed $500,000 over the term of the agreement.

FISCAL IMPACT: The Fiscal Year 2024/25 Operating Budget includes $60,000 for ticketing services in Technology Purchases and Services Account (No. 6040135.531530). Given the contract with Tessitura Network Inc. expires October 2025, staff anticipate expenses approximating $18,000 for Tessitura Network Inc. and $64,740 for Spektrix Inc. for a combined total of $82,740 in Fiscal Year 2024.25. Accordingly, staff recommend an increase of $22,740 by adopting a resolution amending the operating budget.

EXHIBITS:

1.City Council Resolution No. 2024- , approving an agreement with Spektrix Inc. for ticketing software services for the Cultural Arts Division

2.City Council Resolution No. 2024- , amending the Operating Budget for Fiscal Years 2023/24 and 2024/25

3.Prior City Council Actions

4.Proposal by Spektrix Inc.

5.Agreement with Spektrix Inc.
06/25/2024 C18 2 of 92

00029213 7
RESOLUTION NO. 2024-

A RESOLUTION OF THE CITY COUNCIL OF THE CHARTERED CITY OF VISTA, CALIFORNIA, APPROVING AN AGREEMENT WITH SPEKTRIX INC.

FOR TICKETING SOFTWARE SERVICES FOR THE CULTURAL ARTS

DIVISION
The City Council of the City of Vista does resolve as follows:

1. Findings. The City Council hereby finds and declares the following:

A. The City is authorized to contract for services under Chapter 3.08 of the Vista Municipal Code.

B. The City requires software consulting services for a ticketing program for the Cultural Arts division of Recreation and Community Services.

C. The City and Spektrix, Inc. desire to enter into an agreement to provide software and maintenance of said ticketing program.

2. Action.

A. The agreement with Spektrix, Inc. in an amount not to exceed $500,000 for a term of no more than five years is approved, and the Mayor is authorized to execute the agreement.

B. The City Manager is authorized to execute all further documents required under the agreement.

3. Adoption. PASSED AND ADOPTED at a meeting of the City Council of the City of Vista held on June 25, 2024, by the following vote:

AYES:

NOES:

ABSTAIN:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY
By:

APPROVED
Walter C. Chung
20240618085133
JOHN B. FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ, CITY CLERK
By:
06/25/2024 C18 3 of 92
EXHIBIT 1

00029213 7
RESOLUTION NO. 2024-

A RESOLUTION OF THE CITY COUNCIL OF THE CHARTERED CITY OF

VISTA, CALIFORNIA, AMENDING THE OPERATING BUDGET
FOR FISCAL YEARS 2023/24 AND 2024/25
The City Council of the City of Vista does resolve as follows:

1. Findings. The City Council hereby finds and declares the following:

A. On June 27, 2023 the City Council adopted Resolution 2023-117 approving the Operating Budget for Fiscal Years 2023/24 and 2024/25.

B. The City Council desires to amend the Operating and Capital Project Budgets at this time to reflect changed circumstances.

2. Action.

A. The Operating Budget for Fiscal Years 2023/24 and 2024/25 is amended as set forth in Exhibit A.

3. Adoption. PASSED AND ADOPTED at a meeting of the City Council of the City of Vista held on _______________________, by the following vote:

AYES:

NOES:

ABSTAIN:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY
By:

APPROVED
Walter C. Chung
20230814103001
JOHN B. FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ, CITY CLERK
By:
06/25/2024 C18 4 of 92
EXHIBIT 2

RESOLUTION NO. 2024-

CITY COUNCIL FOR THE CHARTERED CITY OF VISTA
PAGE 1 EXHIBIT A

1. Account Number Account Description Increase Decrease 0010030.431240.TKTFE Moonlight Ticket Fee Revenue 22,740$ 0010560.585000.TKTFE Moonlight Information Technology (IT) Charges 22,740$ 6040039.439500 IT Internal Service Charges 22,740$
6040135.531530 IT Technology Purchases 22,740$
Appropriations are hereby made to fund the Moonlight ticketing software. 06/25/2024 C18 5 of 92

Prior City Council Actions
Recreation and Community Services Ticketing Software for Cultural Arts 10/22/19 Resolution 2019-138 Amending the Operating Budget for Fiscal Years 2019-20 and 2020-21 (Vote: 5-0)
10/22/19 Resolution 2019-137 Approving an Agreement with Tessitura Network, Inc. for Software Services for Cultural Arts (Vote: 5-0)
08/27/13 Resolution 2013-135 Approving an Agreement with Blackbaud Consulting (Vote: 5-0)
03/28/06 Resolution 2006-64 Approving an Amendment to the Agreement with Blackbaud Consulting (Vote: 5-0)
05/10/05 Resolution 2005-102 Approving an Agreement with Blackbaud Consulting (Vote: 5-0)
06/25/2024 C18 6 of 92
EXHIBIT 3

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Spektrix &
City of Vista - Moonlight Stage
Cover Letter & Scope of Services Proposal
June 2024
1 Table of Contents:
●Cover Letter (2 pages)
●Proposal (15 pages)
○Proposer Information
○Project Team & Organizational Chart
○Experience & References
○The System
○Implementation Project Overview
●Appendices
(Pg. 2 - 3)
(Pg. 4 - 18)
(Pg. 4)
(Pg. 5)
(Pg. 6)
(Pg. 7 - 17)
(Pg. 18)
(Pg. 20)
06/25/2024 C18 7 of 92
EXHIBIT 4

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents
Cover Letter: Why The City of Vista
Should Partner with Spektrix
Thanks for inviting us to submit a proposal in response to your RFP for Ticketing Software for Moonlight Amphitheatre. We are confident that we can serve your needs across the board and be the best partner to you now, and as you grow into the future.

To evidence this, it’s worth noting that Spektrix is the fastest growing CRM and ticketing solution for arts, culture & other live entertainment event organizations in the world, attracting over 60 new user organizations every year. They’re attracted by our modern, cloud-native, agile CRM, connecting a powerful box office solution with marketing, fundraising and reporting to empower teams, increase revenue and expand & engage audiences. We are unique from all other providers in the space for several reasons, including:

Scalable technology
Other legacy systems like Tessitura and AudienceView require internal IT resources or an inflated cost of their solution to you (essentially charging you for consulting and their team doing that technical work) whereas Spektrix, as an all-inclusive, native and serverless Cloud Software-as-a-Service (SaaS) solution, does not. Organizations using Spektrix manage to avoid large internal IT teams’ or outsourced consulting’s cost and complexity, especially now, when recruiting engineers can be time consuming, costly, and lead to business continuity risks. Moonlight Stage can avoid significant annual expense with a Spektrix solution over that of legacy providers where a dedicated IT team or outsourced consulting costs are required.

Spektrix also provides incredibly robust support for all of your on-sales, without the need for any third party integration (such as Queue-It). Our native, no-cost ability to manage and move through large, online queues is in stark comparison to legacy providers. This ensures your organization can provide a painless experience for patrons and capture all interest and revenue during large on-sales without inflexible, exorbitant cost of resource.

We have benchmarked that Spektrix clients move through their queue over 10x faster than similar sized on-sales on legacy providers and therefore feel this a unique area of differentiation where Spektrix can best support your success! Agile Product Development
Spektrix was built as a multi-tenant solution, which means all clients are on the same version of Spektrix and we upgrade everyone simultaneously - we release new features and enhancements into the system daily, with no disruption to your business. We manage the testing and rollout, which is fundamentally different from the clients of legacy providers, who perform upgrades and testing themselves or pay extra for it (this also poses a risk to breaking the system with new upgrades and the IT time/cost required to manage that in-house, as well as to being on vulnerable technology when security patches are released but not yet implemented). At a time where you will be prompted to upgrade to version 16 of Tessitura with breaking changes and entirely new data models, this differentiation may especially resonate.

User-Friendly Approach
For Spektrix clients, all team members can effectively use the system. We believe a system can only be powerful and sophisticated if it is also usable and accessible. With Spektrix, and unlike other providers, it’s all done through user friendly interfaces - you don’t need to know SQL or coding languages in order to set up loyalty campaigns, pull informative and robust reports, or create upsells--saving you time and money, and empowering you to maximize your revenue easily with no barriers to success.

We’ve built Spektrix to be highly configurable. This means each organization we work with, from small to large, can configure their own Spektrix system for their specific business needs at no cost. With Spektrix, configurability means you can set the system up as needed, and still benefit from daily upgrades mentioned above.

Partner Ecosystem
We’ve constructed an Open API which is publicly available at no cost, which empowers clients and partners to integrate beyond the system itself.

Our API can be leveraged for seamless and robust online purchase path creation, as well as integrations with partner technologies. Our expansive Partner Ecosystem gives our users the ability to make use of best-of-breed systems, expanding the capabilities of Spektrix. Some examples of integrated partner products include: dynamic pricing, wifi sign up, EPOS, streaming, ethical ticket reselling and much more.

Support Offering
Ask our clients, and Spektrix world-class support will most likely be the first thing that is mentioned. Our client success teams are made up of experienced ticketing, fundraising and/or technology professionals, with each client getting assigned their own support team. Our success is directly tied to your success, so our support is included at no additional cost, from technical to training to consultative, we’re here to ensure you can make the most out of your Spektrix solution and leverage it to reach your goals. Anecdotally many organizations that we’ve moved from Tessitura, Patron Manager, AudienceView, Ticketmaster and a number of other competitors list a “lack of, or costly, support” as one of the top reasons they leave those systems and choose Spektrix.

Contracting Model
Unlike other providers, Spektrix operates in one-year renewable agreements and has a 99%+ annual renewal rate of clients - meaning we earn our clients business back year-over-year without locking clients into multi-year contracts. 5+ year contracts are common with other providers in the space, especially for non-SaaS deployments, because they need to recoup their IT costs of implementation and customization spread over a number of years whether hosted on cloud infrastructure or hosted at your site.

Continued on following page…
2 06/25/2024 C18 8 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents
Cover Letter:

Our Proposed Solution
That all said, we see it as our job to do everything we can to help your organization succeed. Success is about your team having the tools they need to achieve your vision. That means having tools to drive audience engagement, but also to drive efficiency and revenue generation.

Additionally, it’s about making your life easier so that you don’t have to sweat the small stuff and can get on with working towards your mission.

With a team of over 250 people, including 100+ client-facing team-members, many who come from working in the arts, we’ve got the right mix of experience and expertise (in both technology and the arts) to make sure you get the most out of this system and our services.

As for the solution itself, Spektrix was designed to be user-friendly without a lack of power. Building GA and reserved events, ticket packages, add-on events, order questions, and offers takes a matter of minutes, and maintains the flexibility of adjusting pricing, adding discounts and more, on-the-fly. Despite there being well over 1000 native data points in the system (and the ability to add even more of your own custom data fields), extracting data using drag & drop functionality and boolean query tools like and/or/not functionality can easily be learned and executed by anyone on the team.

When patrons buy tickets for events, purchase merchandise or make donations through Spektrix online, every transaction takes place on your own website, giving you full control over your patrons’ experience and complete visibility of purchasing and giving behaviors through our integrations with Google Analytics. This includes the control to ensure a mobile friendly experience for smartphone and tablet users, easy seat selection on pinch & zoom, dynamic seating maps, and multiple options for ticket delivery (with customizable thermal or digital/mobile options).

Spektrix users can easily maximize revenue through powerful automated up-selling and cross-selling tools, which put additional opportunities in front of your patrons to enhance their experience and time with your organization, like additional events from across the campus, concessions, merchandise, pre/post show events and more. Built in gift certificate functionality allows organizations to maximize further on revenue with simple online purchasing and redemption.

Spektrix allows you to seamlessly take credit card payments online and through the back office without a redirect to a separate portal using our in-house payment solution, Spektrix Payments.

With each transaction Moonlight Stage will have the capability to capture customer data - demographics and behavioral - giving you a 360-degree view of your audience and empowering you to leverage that information for insights and business decisions like programming and marketing campaigns. This data is owned by you and will store in the system for as long as you please. Patron records are easily and quickly queried through advanced search options like name, phone number, email, address, custom fields and more--enabling users to complete walk up sales in just a few clicks.

Our integrated multi-channel marketing tool, dotdigital, saves teams hours of manual work through dynamic content in email campaigns, feeding variable content to specific patrons in a single email based on their tags in Spektrix, and through automated email and marketing campaigns. The automated campaigns can include emails, as well as triggered social media and Google ads, and SMS outreach.

All of this contributes heavily to the ability to build loyal, and re-attending audiences, and cultivate strong patron relations using our robust pipeline moves and campaign management tools, making for an all-in-one solution for the entire Moonlight Stage Team.

To get this all up and running, our implementation team, led by Mark Smith and overseen by our VP of Client Success, James Menezes (bios & experience detailed later in this document), are guaranteed to perform, with expertise, the tasks needed to implement Spektrix as a core part of Moonlight Stage’s operations. We approach our implementations consultatively and our team is equipped with the skills to seamlessly translate your current operations from Tessitura to Spektrix. There will be a number of individuals working with the Moonlight Team through the process, pulled in by Mark and his team and all with expertise in certain areas like reporting, website integration, and more.

If The City of Vista intends to award Spektrix with this partnership, I can confirm that we meet the applicable insurance requirements. That said, as is standard with any SaaS solution, we require all of our clients to sign our Agreement Schedule and Terms & Conditions. As is stated in response to one of the questions on the RFP Portal, the City of Vista is open to “accepting a vendor’s template”--we will, however, gladly work with the City's legal team to incorporate, as possible, specific terms requested to be added or adjusted to ours using an addendum.

I can confirm that we have received all the documents associated with this RFP including Addenda #1 issued at 1:30pm on May 31, 2024. The following pages will detail how we plan to meet the needs of Moonlight Stage as outlined in the provided RFP documents. - Karen Elizondo, Business Development Lead, US & Canada Signature:_________________________________________
3 Respondent’s Name: Spektrix, Inc.

Address: 213 W 35th Street, Suite 400, New York, NY 10001 Phone: (646) 741-5110
Website: www.spektrix.com
Type of Organization: Corporation
Representative Contact: Karen Elizondo
Title: Business Development Lead
Phone: (651) 491-9934
Email Address: [email protected]
06/25/2024 C18 9 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents
Proposer
Information
Our History
Spektrix was dreamt up in 2007 by Michael Nabarro, a lighting designer and proud data geek, after experiencing the frustrations of finding and installing a ticketing, marketing and fundraising solution at an arts center while a student at Cambridge.

With the world steadily moving towards the cloud - why hadn’t the sector’s ticketing, marketing, fundraising and CRM solutions kept up? The most powerful solutions were antiquated - built with aging technology. Upgrades and support were tedious. Customizations were difficult to manage, and the ability to be agile in an ever changing technology landscape felt unobtainable for an industry desperately needing innovation.

After building the solution with his friend and colleague, Matt Scarisbrick, Michael rolled out Spektrix in its genesis to a few users in their community. The impact was immediate. Seventeen years later, Spektrix is the market leader in the UK where over 65% of arts organizations run on Spektrix, and over 650 global organizations are leveraging the software including, the Barbican Centre, the largest performing arts center in Europe with ~£29.3m/$38m Earned Income and 1 million+ tickets annually.

Spektrix made its leap across the pond in 2015 by opening up its offices in New York City. Eight years later, we now boast over 250+ clients in the US and Canada and have global staff spread across New York, London and Manchester.

With enhancements rolled out daily, and a truly innovative, cloud-native, and serverless, technology infrastructure, Spektrix is uniquely positioned to provide unparalleled service to the live entertainment world, and specifically Moonlight Stage.

Our Mission & B Corp Status
We believe that engagement with artistic, cultural and entertainment experiences are essential to individuals and communities. These experiences inspire, uplift, entertain, financially support and so much more. They are also uniquely placed to break down social division, allowing us to transcend our differences and feel a common humanity.

We envision a strong, vibrant, and connected Industry offering every individual and every community the ability to engage with a full range of artistic, cultural and entertainment experiences.

Our mission is to work in partnership with organizations presenting artistic, cultural and entertainment experiences to develop more and deeper relationships with their Audiences and to support their organizational health.

We believe that businesses including ours have an opportunity and a responsibility to be a powerful force for positive social change and have a purpose in the world beyond just making money. This idea is already embodied in our mission, in the work we do every day and in our values that guide the way we do it.

In 2021, Spektrix officially gained certification as a B Corporation - a formal recognition that we are purpose-driven and that we use our business as a force for good to benefit all of our stakeholders. Click here to read our latest impact report.

New York Office
213 W 35th Street
Suite 400
New York, NY 10001
United States
The New York-based team, with a staff of 50+, will
provide the implementation team, and ongoing
support through the course of the relationship with
Moonlight Stage.

Legal Entity Name: Spektrix, Inc.

EIN: 46-5150728
Form of Business: Corporation
●Spektrix Inc is a subsidiary of
Spektrix Ltd based in the United
States
●Spektrix Ltd is a registered
company in England and Wales
under registration number
6220078.
●There are no other companies in
this group.

Number of Employees: 150 - 250
Pending Litigation: None
Bankruptcy/Insolvency: None
Mergers/Acquisitions/Sale of Firm: Acquired
Theatre Manager in May 2024
Officers:

Michael Nabarro, CEO & Co-Founder 17+ years
Mike Geller, President North America 5+ years
London Headquarters
37-45 Paul Street
Castle House
EC2A 4LS
United Kingdom
4 06/25/2024 C18 10 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents
Project Team &
Organization Chart
Hannah Wisdish
Sr. Implementation Project
Manager, US/CA
Caitlin Hudecheck
Project Manager,
US/CA
Cameron Draper
Project Manager,
US/CA
Derek Brookens
Project Manager,
US/CA
Shanice Brandon
Project Manager,
US/CA
Kate Herzlin
Global Implementation Team
Manager
Katie Cudworth
Data Migration Team Manager
Jay Glover
Data Migration Engineer
John Rock
Data Migration Engineer
Neil Rhodes
Data Migration Engineer
Jocelyn Velazquez
Data Migration Apprentice
Dex Manson
Sr. Implementation Project
Manager, US/CA
Samantha Bagwell
Client Relations Lead & Global Fundraising
Team Lead
Theo Pacun
Website Integration Specialist
Clio Fleece
Support and Training Consultant,
Reporting Specialist
Mark Smith - Implementation Lead
Mark has been a key role on the US & Canada implementation team since spring 2018 and has managed and/or overseen more than 75 projects in his tenure, including PAC NYC, Magic Mike Live Las Vegas, Kelowna Community Theater, Alberta Theatre Projects, Jazz at Aspen Snowmass, & Brittfest (almost all of which are referenced on slide 7 as similar experience to Moonlight Stage). With his extensive experience, he became implementation lead in mid-2021. Prior to joining Spektrix, Mark worked at the Broadway League, where he helped manage IBDB.com and produce analyses of Broadway audiences.

James Menezes - VP, Client Success US & Canada
James leads Client Success for the US and Canada, and brings over a decade of experience in tech companies from a variety of industries. Prior to Spektrix, at Blackbaud, James was part of the Arts & Cultural founding team, and led Product Management for the Raiser’s Edge platform. James’ background includes building Client Experience teams in tech startups, as well as leading global program initiatives at Amazon Advertising.

WHO YOU’LL BE WORKING WITH
The Implementation Project Managers are data-focused consultative strategists and Spektrix experts. They specialize in setting clients up for success as they start using our platform. The team has extensive backgrounds in data migration —the process of moving CRM ticketing records from a legacy system to Spektrix— and the global implementation team has overseen more than 600 data migrations combined.

They are here to learn about your organization’s specific needs, goals, and challenges and uncover opportunities to improve organizational efficiency and maximize revenue with our technology.

Leading the changeover will be a team of specialists dedicated to making the transition a success. A Project Manager will be assigned to you to lead the implementation.

We will also assign a Data Migration Engineer dedicated to the careful transfer of your legacy data into your new Spektrix system.

Our Client Success team will be actively involved in the transition and beyond, with opportunities for training, intensive time devoted to go-live setup, and consultative and technical support during the long-term partnership. Click here to see all of our team members! Examples of Other Team Members Who May Be Involved:
06/25/2024 C18 11 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents

THE TIMELINE
Your implementation timeline will be decided by your Spektrix Project Manager and your stakeholders during the kick-off meeting.

Typically, transitions take 3-6 months. Key milestones include:
●Data Migration
●Web Integration
●Third-party Integrations Set-Up
●System Training
A shared project board via Teamwork will be set up to track progress. Weekly catch-ups will be scheduled to ensure tasks stay on track.

DATA MIGRATION
Data migration is included in our service charge. We begin by receiving your current database copies, which are securely uploaded to our server. The process involves multiple "runs" to map and check the migration of your legacy data. Each run is reviewed and refined based on your feedback. The final data extract will include all legacy data needed in Spektrix and will require a complete break from your old systems.

WEB INTEGRATION
Spektrix integrates directly into your website, keeping patrons at your URL throughout their purchase journey. We provide tools and guidance for your web developer to complete this integration using iFrames, Web Components, and our open API, or our out-of-the box purchase path, Spektrix Link to ensure a seamless, beautiful online experience. Recommended developers are listed on our Partner Directory.

PAYMENT PROCESSING, HARDWARE, & THIRD PARTY INTEGRATION SET-UP Spektrix has its own payments solution using a white-labeled platform, called Adyen. Through this we provide competitive pricing and streamlined innovation to offer a variety of flexible payment options for patrons.

Our all-inclusive fee includes support, refunds, hardware, fraud protection, daily payouts, and more. As part of your implementation process, we will help you get set up with Spektrix Payments and run some test payments through your system to make sure everything is working as expected.

We’ll also be sure to configure and set up any hardware you plan to leverage like printers, scanners, or chip terminals. And, if you opt into leveraging any of our integrated third party solutions, we’ll work with you to get those up and running as well.

TRAINING & PROCESS MAPPING
We will set up an online portal through Teamwork for direct communication and strategy. Training sessions will be scheduled at a mutually agreed time before Go-Live. A designated Client Success Manager will provide the necessary tools and knowledge for successful system use. Ongoing training and support are available at no additional cost.

Training continues beyond Go-Live. We offer refresher sessions and new hire training. Additionally, webinars, roundtables, workshops, and conferences are provided at no extra cost. Clients receive a biannual insights report with key metrics and case studies for continued learning.
6 Making the Switch
06/25/2024 C18 12 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents
Experience &
References
Over 650 organizations have switched to Spektrix from 50+ different systems: 23 have come from Tessitura, 25+ have come from the Patron Technology family (Patron Manager, SeatAdvisor, etc.), 45+ have migrated from the SeatGeek Enterprise (SRO, Patron Edge), 55+ have migrated from the AudienceView family (AV, OvationTix, Vendini), and many more!
REFERENCES (Other Municipal Organizations)
7 Other Notable Experience
Britt Fest (Outdoor Stage/Festival)
Minack Theatre (Outdoor Stage)
Saratoga PAC (Outdoor/Indoor)
Regent’s Park Open Air Theatre (Outdoor Stage, Similar Size) American Players Theatre (Outdoor Amphitheatre, Similar Size) Jazz at Aspen Snowmass (Outdoor Stage/Festival)
Barbican (specifically chose Spektrix over Tessitura)
Charleston Gaillard (specifically chose Spektrix over Tessitura) PAC NYC (specifically chose Spektrix over Tessitura)
Performing Arts Houston (specifically chose Spektrix over Tessitura) Reference One Reference Two Reference Three
Lone Tree Arts Center Kelowna Community Theater Parker Arts 10075 Commons St 1375 Water Street 20000 Pikes Peak Avenue Lone Tree Kelowna Parker
Colorado British Columbia Colorado
80124 V1Y 0B4 80138
Leigh Chandler Caroline Ivey Laura Nell Borden
Artistic Director Theatre Manager Front of House Coordinator 720-509-1007 250-469-8945 303-805-3375
[email protected] [email protected] [email protected] Using Spektrix 74 months & counting Using Spektrix 23 months & counting Using Spektrix 70 months & counting https://www.lonetreeartscenter.org/https://theatre.kelowna.ca/https://parkerarts.org/ Some Notable Previous Tessitura Clients
Boise Philharmonic
Nottingham Playhouse

DACAMERA
Royal Exchange Theatre
Alberta Theatre Projects
Donmar Warehouse
Mercury Chamber Orchestra
Theatre by the Lake
Please let us know if you would also like to connect with anyone from the lists below:
06/25/2024 C18 13 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY

PATRON RECORD MANAGEMENT
As a CRM solution, Spektrix offers a 360-degree approach to customer record management, providing a comprehensive view of your audience. Customer records are organized into sections for easy navigation, including contact information, relationships, transaction history, and audit trails.

Basic data fields come standard, and custom fields can be added for specific needs. Each record can store multiple addresses, contact preferences, relationships, and interest codes. Users can also add “sticky notes” for unique information.

All interactions are tracked and viewable in a timeline or exportable via a profile report. Customers are easy to find with basic and advanced search options. Each record includes an audit trail of changes.

Tags store additional customer information and can be manually or automatically applied based on criteria like ticketing or donor behavior. Tags help segment the database, determine eligibility for offers, and power dynamic marketing automations.
8 8
The System
06/25/2024 C18 14 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents

SEATING CHARTS & FACILITY CONFIGURATIONS
In Spektrix, each venue can have an unlimited number of seating charts--both reserved and unreserved. The structure and max capacity of reserved seating plans are initially built by the Spektrix support team and imported into your system (at no cost to you). Once there, system admin users can affect many things about them, including masking seats, adding locks, configuring price bands, applying information (restricted view, wider leg room), setting “Best Available” and modifying background images. Each of these modifications are called “overlays” and can be saved as templates or copied. 9 The System
06/25/2024 C18 15 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents

MANAGING TICKET SALES
Selling tickets, subscriptions, memberships, and
merchandise is very simple and intuitive. With Spektrix, you can handle sales online, in-person, or over the
phone. For mobile sales, simply use a laptop or tablet
with internet access. Our quick sale channel keeps lines moving, getting your guests into events seamlessly.

A single transaction can include multiple events,
donations, add-ons, memberships, and merchandise— all
with automated cross-selling and upselling to boost your sales. Spektrix supports various payment methods like
cash, card, check, account credit, and gift vouchers, plus custom options tailored to your organization. Multiple
payment types in one sale? No problem!
In-person card payments are a breeze with swipe or chip readers, and online orders can be intercepted by Sales
Users and Admin to ensure smooth processing. This is
perfect for customers who experience issues
mid-purchase or for inter-staff management.

Refunds and exchanges are streamlined too. Process
them directly in the system and choose to issue credits or return balances via the original payment method. The
interface guides you through collecting or returning fees and setting ticket prices for even exchanges, whether
partial or full.

For non-even exchanges, the system displays the
remaining balance, giving you the flexibility to charge, refund, credit, donate, or convert it into a gift voucher.

With Spektrix, every sale is a chance to enhance your
customers' experience and maximize your revenue.
10 The System
06/25/2024 C18 16 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents

SUBSCRIPTIONS, PASSES & PACKAGING
Spektrix offers dynamic packaging options, including
fixed series subscriptions, flex passes, memberships, and multi-buy promotions.

Fixed Series Subscriptions let customers book the same
seats for multiple performances, which can be renewed
each season, maintaining their preferred seats or
choosing new ones. This applies across various venues
and seating charts. Straight renewals and seat change
requests can be managed prior to new subscription
onsale if desired.

Ticket Subscriptions (Flex Passes) allow customers to
pre-purchase vouchers for multiple events at a fixed
price and redeem them later. This feature simplifies the creation, sale, and redemption process, tracking
subscriptions, redemptions, and remaining vouchers.

Memberships provide access to exclusive benefits like
discounts, priority booking, and locked seats. Multiple membership tiers can be set up, each with unique
benefits.
11 Multi-buy Promotions encourage purchasing multiple shows with enticing offers as customers navigate their purchase.

Creating any of these packages in Spektrix is quick and easy. The system guides you through the steps, ensuring everything is set up correctly. Subscription functionality is independent of events, allowing you to easily pick and choose events for each package without needing to duplicate them, or needing know they’ll be in a package from the get go.

Marketing automation with Spektrix’s Dotdigital integration can be easily set up for efficient acquisition and renewal campaigns--effectively enrolling the right customers and removing them from campaigns automatically once subscribed.

The System
06/25/2024 C18 17 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents

TICKET DESIGN & ACCESS CONTROL
Spektrix is compatible with Boca printers, which the City of Vista already use. You will be able to design tickets using the Ticket Design tool, allowing multiple designs with automated data fields or free text, applied per performance. You can edit ticket designs before, during, or after onsales.

Deliver tickets your way—post, will-call, or e-ticket/print-at-home—with customizable delivery fees per sales channel.

Select delivery options per performance and ensure e-tickets/print-at-home arrive via email with an easy-to-print PDF or a mobile-friendly link. Digital tickets can be delivered and stored in Google or Apple wallet with several Spektrix partner integrations like crowdEngage (bottom right screenshot) or VisitOne.

For scanners, Spektrix is compatible with Janam, Zebra, Saveo or Linea Pros. Scanners read barcodes and QR codes on any surface, with scan data visible on event seating charts and individual orders in Spektrix immediately. Scanning data (scanned, not scanned, number of scans, scan user, time, and date) can be used in reports. "Customer Groups" in Spektrix can display additional customer information upon scanning, such as donor status or assistance needs. 12 The System
06/25/2024 C18 18 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents

DYNAMIC PRICING
The ticketing and pricing engine in Spektrix allows for complex pricing matrices, and relational discounts - both percentage, and value based across many channels and ticket types.

Managing dynamic pricing through Spektrix can be applied through use of our Price List functionality, paired with our Bulk Instance Update tool. This tool will allow you to bulk apply, change and edit pricing structures for instances (individual event performances).

Spektrix can be extended through the partner ecosystem to programmatically determine price changes. Using Digonex, Vatic or DynamO. Pricing based templates, and yield reports in the system will also help you understand what pricing to change and when.
13 The System
06/25/2024 C18 19 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents
14 REPORTING: FINANCE, SALES, SETTLEMENTS, ETC
Spektrix provides comprehensive real-time transaction
and accounting reporting, with customizable options to
meet diverse organizational needs. Detailed reports,
including sales, settlements, and demographic data, are easily accessible and can be tailored for specific
accounting and operational requirements.

Spektrix runs all transactions in real-time through
Spektrix Payments on Adyen. Each transaction item is
uniquely identifiable in reporting tables, known as
"Account Reports," which detail every order and payment item over time. General Ledger (GL) codes can be mapped to core items such as ticket types, fees, tax, events, and donations. Standard accounting reports are available
anytime and can be scheduled for delivery to accounting teams, with custom GL reports available for complex
needs. These reports are designed for direct upload into accounting software via CSV, like Tyler Munis.

Before going live, Spektrix works with your finance team to understand your GL structure and provide mapping
recommendations. Out-of-the-box show sales reports,
customizable settlement reports, and show wrap reports
are available, tailored to each organization's review
process. Sales users and admin staff can run reports for end-of-shift and per-operator summaries, as well as
close-till reports with itemized transactions.

The System
06/25/2024 C18 20 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents
FEES
Fees within Spektrix can be set as flat value, and percentage. They can be applied to individual tickets, items (merch, tickets, memberships), and waived according to customer criteria. You can charge a ticket-based outside fee, a ticket-based inside fee, and an order-based fee per transaction in Spektrix. Order-based fees are set values, and not calculated as percentages.

For tax - we program tax codes into your system for you upon set-up, and you can assign or remove tax on an item by item basis.

For online presentation - you can configure fees to be itemized, or to be included as a single price. This is a per system configuration, and we’ve designed this purposefully for the best online user experience possible.

All fees and taxes are reportable - regardless of how they’re presented in the buy-path. Fees can be adjusted, and waived during the processing of orders. You can choose to retain, or refund processed fees when exchanging or refunding tickets.
15 The System
06/25/2024 C18 21 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents

CREDITS, GIFT CERTIFICATES, AND VOUCHERS
Spektrix uses an in-built Gift Voucher program to issue vouchers. Gift Vouchers can be processed or redeemed online, or through the box office. A unique voucher number, order number, expiration date, delivery data, purchaser and redeemer information (when redeemed) live against all vouchers. Standard reports will allow you to track balances of cards, and the Sales Interface will display all outstanding balances.

Expiration dates are set as a system configuration so you’ll be able to set Gift Vouchers to never expire or to expire after a set period of months.

E-Vouchers can be delivered to an email on a schedule, and designed via HTML for custom branding. A purchaser will be able to include a custom message with the Gift Voucher they send.

Credits, like Vouchers, are placed directly onto the customer account - and can also be redeemed online if you chose to offer that as an organization. Balances remain on the customer record - and the customer can choose to use their balance or not when making an online purchase. 16 The System
06/25/2024 C18 22 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents

DONOR CULTIVATION & MANAGEMENT
Spektrix offers robust donor management functionality, enabling seamless tracking of donor interactions, recurring gifts, and acknowledgment processes. It supports detailed segmentation, solicitation, and reporting, ensuring efficient cultivation and management of donor relationships.

Online gifts in Spektrix are fully customizable and easy to manage. Using advanced tools, you can design donation forms with widgets and API tools, including tribute types and custom fields. Customers can interact with and select programs to gift without needing to register an account, though an email address is required to map gifts to existing or new records, preventing duplicate entries.

Recurring gifts are managed through Spektrix’s auto-renew Membership functionality. Gifts run on a set schedule, with the system automatically generating notices and receipts. Monthly gift processing can be scheduled with customer notifications, allowing customers to manage their stored cards and opt out as needed. Custom acknowledgment letters, dynamically configured based on gift details, can be auto-generated and emailed.

Donor management in Spektrix is streamlined with features for identifying donor levels, benefits, and communication preferences. Fixed and accrued giving statuses are tracked using auto-tags, and donors can be segmented for targeted communication, benefit eligibility, and solicitation.

Spektrix allows for the assignment of solicitors to manage donors and opportunities, with detailed reporting to keep solicitors on track. Opportunities can be managed with information on expected close dates, target amounts, and likelihood of success. Task planning and monitoring are facilitated through customizable “Activities,” which can include day-to-day tasks, meetings, milestones, and other notable steps in the donor journey. The moves management feature breaks campaigns into stages, providing a structured workflow for cultivating donors.
17 The System
06/25/2024 C18 23 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of ContentsReturn to Table of Contents

HARDWARE
Spektrix does not provide or retail hardware to run the solution, as we prefer to keep the options open for our clients to select equipment that works best for them. Below is a list and information on the hardware needed to run Spektrix and optional hardware to enhance the experience using the solution:
●POS Stations: For POS Stations and to access and use the Spektrix cloud-based application, you will need a computer or laptop for each station.
○While Apple products can work for running Spektrix, in order to connect the ticket printers and chip readers, you must have a computer that can run Windows operating systems. ○The computer or laptop needs to have power and access to the internet, so a internet connection or wifi must be set up on the device.
○It may also be useful to have a mouse to navigate the screen on the device. ●Printing Tickets: In order to print thermal tickets from Spektrix, you must have a BOCA or Stimare ticket printer.
○A standard paper printer could work, however, our team does not actively support set up or troubleshooting of paper printers.
○Thermal Ticket Stock can be purchased from numerous vendors. Spektrix does not sell/supply ticket stock, but can make recommendations for vendors. Our Support Center lists a few here ( https://support.spektrix.com/hc/en-us/articles/360033316492-Ticket-Stock) ●Taking Payments: In order to process credit card payments through Spektrix, you will be provided with a chip reader(s) at no cost through Spektrix Payment. We will help with the set up of these devices during implementation.
●Scanning Tickets: In order to scan the barcodes and QR codes on tickets, Spektrix is compatible with and supports Save, Janam and Zebra scanners.
18 The System
06/25/2024 C18 24 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents
Thank You
Karen Elizondo
Business Development Lead
[email protected]
(651) 491-9934
Thank you for inviting us to submit this
proposal! If there is anything we haven’t
covered here that you’d like to know more
about, please contact me using the details
below.
19 06/25/2024 C18 25 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents
Appendices
20 ●Spektrix Systems & Security Pack
●PCI DSS Attestation of Compliance
●ISO Certification
●Certificate of Insurance
●Sample Spektrix Application Services Agreement (term & conditions) 06/25/2024 C18 26 of 92

Systems and
Security
We take care of the maintenance,
development and operations of our software
so you can focus on what you do best.
06/25/2024 C18 27 of 92

1. DATA IN TRANSIT PROTECTION
The Spektrix web applications enforce encrypted communication using HTTPS for our clients, their customers booking online and any external systems that use our API.

Our clients’ customers come into contact with Spektrix when they’re booking tickets online. Whenever these customers are passing information between their device and our systems about themselves in order to make a booking, that happens securely over HTTPS.

Spektrix uses a 2048 bit key for encryption and supports secure encryption protocols (TLS v1.2 and above for payment
processing). SSL protocols are not supported and the Spektrix applications will refuse connections using those protocols.

2. ASSET PROTECTION AND RESILIENCE
Spektrix is ISO270001 certified, an internationally recognized standard, demonstrating our commitment to constantly assessing and managing information security risk.

The main Spektrix application is located in Microsoft Azure data centers, which comply with key industry standards including ISO/IEC 27001:2013 and NIST SP 800-53. Microsoft designs, builds, and operates data centers in a way that strictly controls physical access to the areas where data is stored, with a layered approach to physical security to reduce the risk of unauthorised users gaining physical access to data and the data center resources.

Spektrix is the leading provider of cloud-based box
office, marketing and fundraising software for the arts.

We provide Spektrix on a Software as a Service (SaaS)
basis. That means we look after the maintenance,
development and day-to-day operations of our software
so that our clients can get on with running their
business.

We know that our clients rely on our ability to safely
and securely provide access to Spektrix 24/7 so that
Spektrix is always available. Over 650 clients entrust us with their data and we take looking after it extremely
seriously.

If you have specific questions about how we manage
the security of our services, you’ll find the answers here.

Should you have any further questions, please don’t
hesitate to get in touch.
[email protected]
646 741 5110
Spektrix Systems and Security206/25/2024 C18 28 of 92

4. GOVERNANCE FRAMEWORK
We adopt our own bespoke governance and quality assurance procedures, developed specifically with and for our clients. Our ISO 27001 certification and PCI Level 1 merchant agent
compliance certification requires us to have robust QA processes in place and documentation of maintenance of a secure internal network, protection of cardholder data, implementation of access control measures, regular monitoring and testing of networks and management of a comprehensive information security policy.

Our own governance framework is managed by our Chief Security Officer and is comprised of:
>A risk management plan and incident management plan
which is tested at least annually
>Regular meetings within our infrastructure team to review security practices and procedures
>An information security policy which is regularly reviewed and updated.
>An ongoing cyber security awareness training program for all Spektrix staff.

As part of a Platform as a Service provision, Microsoft Azure provides all servers, firewalls, security, storage, networking, middleware and database management systems. Uninterruptible power supplies and vast banks of batteries ensure that electricity supply remains continuous if a short-term power disruption occurs. Emergency generators provide backup power for extended outages and planned maintenance. If a natural disaster occurs, the data center can use onsite fuel reserves.

Microsoft Azure ensures high availability through advanced monitoring and incident response, service support, and backup capability. The Microsoft Azure data centres where Spektrix data is located are geographically dispersed across Europe, with georeplication across locations. The application is hosted using resources which are intentionally spread between separate data centers within an Azure region. This means the application can continue to run in the unlikely event of a disaster or large scale outage in a data center building. Data is replicated continuously to a secondary data center in a different Azure region within one second, so we have the ability to restore any of our clients' Spektrix systems to any point in time in the event of a disaster.

3. SEPARATION BETWEEN USERS
As a true multi-tenant cloud-based application, clients of Spektrix share a single application layer. However, behind this, each Spektrix client has its own database instance within our infrastructure which is not connected to any other client database.

The system has been engineered from the ground up with
failsafes in place to ensure that the application layer can only ever access the correct database depending on the user making the request.

Spektrix Systems and Security306/25/2024 C18 29 of 92

6. PERSONNEL SECURITY
All Spektrix staff must pass a rigorous interview process before joining the team. A minimum of two references are obtained before the appointment is made. On joining the team, a
comprehensive induction and training plan is completed with every new staff member. This includes training them on our Data Protection Policy as well as IT security. In particular they are trained to ensure that whenever any personal data is transmitted, strong encryption technology must always be used.

All access to client data is highly controlled. Recruitment for individuals who have live infrastructure access involves a DBS check and rigorous training and supervision is carried out before any individual is allowed to access the live server infrastructure unsupervised.

5. OPERATIONAL SECURITY
Spektrix is committed to ensuring the quality and security of all operational processes throughout our organization. We constantly monitor the system for security threats using intrusion detection systems and an intrusion protection system. Sensitive customer data in our clients’ databases is stored within the system architecture, and all systems used by the Spektrix system are secure, using two-factor authentication wherever possible.

Our servers, office computers and other pieces of IT equipment are regularly patched with security updates . We perform regular vulnerability scans using best in class tools to help identify and remediate potential vulnerabilities and attack vectors.

We have a rigorous internal security practices to prevent the accidental release of code that is either unfinished or untested into our live environment.All changes are logged, tested and approved by our senior technical team before deployment.

The Spektrix offices can only be accessed by authorised personnel or by people accompanied by a Spektrix staff member. The offices are accessed via a key fob system and are locked and alarmed out of hours.

Spektrix Systems and Security406/25/2024 C18 30 of 92

8. SUPPLY CHAIN SECURITY
Some components of Spektrix are delivered by third parties we’ve integrated with. We’ve selected suppliers who we provide a best in class solution and are aligned to our thinking about the smart application of technology to the sector. We manage these relationships directly on your behalf, including all the technical work. These integrations work out of the box and there’s no technical configuration required on your part.

Email marketing: Spektrix has partnered with dotdigital. We manage and maintain the integration that automatically tracks campaign activity, writing clicks, opens subscribes and unsubscribes back to Spektrix automatically. We also support sophisticated A/B testing and a wide range of email automation features.

Security: The main Spektrix system uses Cloudflare as a global load balancer and benefits from Cloudflare DDOS and WAF protection observed through Cloudflare portal.

Spektrix Systems and Security5

7. SECURE DEVELOPMENT
The Spektrix Engineering team follows documented quality assurance practices during our software development life cycle (SDLC). We have a series of milestones during the cycle that all require Quality Gates to be met. No release goes out before going through all our Quality Gates. Our development and test processes are all documented on our Engineering wiki for all team members to reference. Our processes are automated using pipelines to ensure that every change follows the same rigorous process.

Every change to a Spektrix codebase, whether an infrastructure or software change, triggers a pipeline which runs a series of automated test and verification checks before being deployed to internal test environments for further testing. If any of these checks fail then the change will not progress to deployment.

Secure artefact storage and automated deployments are used to eliminate risk in deployment to production.
06/25/2024 C18 31 of 92

9. SECURE USER MANAGEMENT
Spektrix users access the system with a web browser over HTTPS. The system interface allows them to access and update existing data and add new data. It also allows them to change the configuration of their instance on the system and turn features on and off as they require.

Spektrix operates on a role basis and our users are able to restrict access to nominated individuals and control granular access rights to particular functions as required (for example, the ability to perform refunds or change segmentation models).

Access to Spektrix by our clients requires the use of a unique username and complex password. If the password is incorrectly entered three times, the user is locked out. It is the policy of Spektrix support not to unlock users in this scenario, referring them to an administrator user within their own organization to restore access, mitigating the risk of Spektrix support being asked to provide access to an unauthorised person.

10. IDENTITY AND AUTHENTICATION
Each person who requires access to the Spektrix system is required to have a unique username and password. Passwords must be a minimum of eight characters in length and contain a combination of alphanumeric and non-alphanumeric characters.

Repeated failed attempts to enter passwords will lock user accounts.

Hosting provider: The Spektrix application is located in Microsoft Azure data centers, which comply with key industry standards including ISO/IEC 27001:2013 and NIST SP 800-53. As part of a Platform as a Service provision, Microsoft Azure provides all servers, firewalls, security, storage, networking, middleware and database management systems.

Disaster recovery: The Microsoft Azure data centers where Spektrix data is located are geographically dispersed across Europe, with georeplication across locations. The application is hosted using resources which are intentionally spread between separate data centers within an Azure region. This means the application can continue to run in the unlikely event of a disaster or large scale outage in a data center building. Data is replicated continuously to a secondary data center in a different Azure region within one second, so we have the ability to restore any of our clients' Spektrix systems to any point in time in the event of a disaster.

PCI-DSS: Spektrix contracts with external companies to run annual penetration tests and auditing. The Spektrix platform became PCI-DSS Level 1 Compliant in June 2013 and our current Attestation of Compliance is available on request. Further information is available from the Spektrix team upon request, including:
> Our latest PCI level certification
> PCI certification documents from our payment providers Spektrix Systems and Security606/25/2024 C18 32 of 92

12. SECURE SERVICE ADMINISTRATION
All Spektrix staff acting as administrators of the service will go through rigorous recruitment and training processes as described above. Staff are monitored and supported by managers and all activities they undertake in the system can be audited.

13. AUDIT INFORMATION FOR USERS
Within the Spektrix interface, users can see an audit of activity against key areas. These include: the creation of and edits to customer records; the creation of and edits to events; and the creation of and edits to transactions. The audit identifies the date of the activity, the type of activity and which user of the system made the change. Should additional auditing be required beyond what is available in the interface, requests for further detail can be made to the Spektrix Support team.

14. SECURE USE OF THE SERVICE
As part of any implementation, Spektrix will provide full training on the use of the system, highlighting best practice for the secure use of the system. However, responsible use of the software and the data it contains remains the responsibility of the client.

Users are granted access to specific 'modules' of the systems as required, including Sales, Marketing, Admin, Fundraising, Settings and Website Configuration. Users can be given operator or administrator rights to control what functions they can carry out.

Following the initial configuration of the system during implementation, the client will need to assign user(s) with sufficient permissions to manager user accounts. The Spektrix team will not create new accounts nor reset passwords for individual users.

11. EXTERNAL INTERFACE PROTECTION
Spektrix is accessed via a web browser. Access to the system by users at the venue is via a secure connection and with a username and password as described above. In addition, we offer IP-based access restrictions as required, so that only terminals within a specific public IP addresses can have access to a specific Spektrix system, preventing unauthorised access offsite.

Customers purchasing tickets online will interact with Spektrix via a secure connection either through the Spektrix iframes or Spektrix API, depending on the method of integration chosen by the client.

The Spektrix Agency API facilitates the sale of ticket inventory by third party ticket agents. Secure access to the API is granted with two factor authentication.

Spektrix Systems and Security706/25/2024 C18 33 of 92

Payment Card Industry
Data Security Standard
Attestation of Compliance for Report
on Compliance – Service Providers
Version 4.0
Publication Date: March 2022
06/25/2024 C18 34 of 92

Assessment End Date: 23-Apr-2024
Date of Report as noted in the Report on Compliance: 19-May-2024

06/25/2024 C18 35 of 92

PCI DSS v4.0 Attestation of Compliance for Report on Compliance AOC for Report on Compliance - Service Providers March 2022
© 2006 - 2022 PCI Security Standards Council, LLC. All rights reserved. Page 1 Section 1 Assessment Information
Instructions for Submission
This Attestation of Compliance (AOC) must be completed as a declaration of the results of the service provider’s assessment against the Payment Card Industry Data Security Standard (PCI DSS) Requirements and Testing Procedures (“Assessment”). Complete all sections. The service provider is responsible for ensuring that each section is completed by the relevant parties, as applicable. Contact the entity(ies) to which this AOC will be submitted for reporting and submission procedures.

This AOC reflects the results documented in an associated Report on Compliance (ROC). Associated ROC sections are noted in each AOC Part/Section below.

Capitalized terms used but not otherwise defined in this document have the meanings set forth in the PCI DSS Report on Compliance Template.

Part 1. Contact Information
Part 1a. Assessed Entity
(ROC Section 1.1)
Company name: Spektrix Ltd.

DBA (doing business as): Spektrix
Company mailing address: 37-45 Paul Street, Castle House, EC2A 4LS Company main website: https://www.spektrix.com
Company contact name: Neil Padgham
Company contact title: Information Security Lead
Contact phone number: (+44) 020 4540 5540
Contact e-mail address: [email protected]
Part 1b. Assessor
(ROC Section 1.1)
Provide the following information for all assessors involved in the Assessment. If there was no assessor for a given assessor type, enter Not Applicable
PCI SSC Internal Security Assessor(s)
ISA name(s): Not Applicable
Qualified Security Assessor
Company name: SRC Security Research & Consulting GmbH
Company mailing address: Emil-Nolde-Str. 7
Bonn D-53113
Germany
Company website: www.src-gmbh.de
Lead Assessor name: Pedro Rolo
Assessor phone number: +351 911 058 979
06/25/2024 C18 36 of 92

Part 2. Executive Summary
Part 2a. Scope Verification
Services that were INCLUDED in the scope of the Assessment (select all that apply):

Name of service(s) assessed: Spektrix Payment Gateway
Type of service(s) assessed:

Hosting Provider:

Applications / software
Hardware
Infrastructure / Network
Physical space (co-location)
Storage
Web-hosting services
Security services
3-D Secure Hosting Provider
Multi-Tenant Service Provider
Other Hosting (specify):

Managed Services (specify):

Systems security services
IT support
Physical security
Terminal Management System
Other services (specify):

Payment Processing:

POI / card present
Internet / e-commerce
MOTO / Call Center
ATM
Other processing (specify):

Account Management Fraud and Chargeback Payment Gateway/Switch Back-Office Services Issuer Processing Prepaid Services Billing Management Loyalty Programs Records Management Clearing and Settlement Merchant Services Tax/Government Payments Network Provider
Others (specify):

Note: These categories are provided for assistance only and are not intended to limit or predetermine an entity’s service description. If these categories do not apply to the assessed service, complete “Others.” If it is not clear whether a category could apply to the assessed service, consult with the entity(ies) to which this AOC will be submitted.

06/25/2024 C18 37 of 92

PCI DSS v4.0 Attestation of Compliance for Report on Compliance AOC for Report on Compliance - Service Providers March 2022
© 2006 - 2022 PCI Security Standards Council, LLC. All rights reserved. Page 3 Part 2a. Scope Verification (continued)
Services that are provided by the service provider but were NOT INCLUDED in the scope of the Assessment (select all that apply):

Name of service(s) not assessed: Not Applicable
Type of service(s) not assessed:

Hosting Provider:

Managed Services (specify):

Systems security services
IT support
Physical security
Terminal Management System
Other services (specify):

Payment Processing:

POI / card present
Internet / e-commerce
MOTO / Call Center
ATM
Other processing (specify):

Provide a brief explanation why any checked services
were not included in the Assessment:

Part 2b. Description of Role with Payment Cards
(ROC Section 2.1)
Describe how the business stores, processes, and/or
transmits account data.

Spektrix’s client-embedded software API does not store
any cardholder data; it is only kept in Random Access
Memory (RAM) while the transaction is being
processed. The transaction processing phase happens
while the cardholder data is sent to the payment
services provider, together with an identifier
(Transaction ID - TX Code). After the response of the
payment services provider, this identifier is then stored indefinitely for refund and transaction re-presentation purposes, together with the masked PAN (first 6 + last
4 digits) involved in the transaction.

The activity of Spektrix can therefore be characterized as that of a payment gateway, accepting transactions
and routing them securely to their destination.
06/25/2024 C18 38 of 92

PCI DSS v4.0 Attestation of Compliance for Report on Compliance AOC for Report on Compliance - Service Providers March 2022
© 2006 - 2022 PCI Security Standards Council, LLC. All rights reserved. Page 4 The assessor verified that the full PAN or any other
type of sensitive authentication data are never stored in Spektrix's central databases; Spektrix has no business
need to store any cardholder data. Its only business
interest is to store the transaction ID for refund
purposes (a process which is handled by the
acquirers).

All systems supporting the transmission of cardholder
data, together with their supporting databases, are
hosted within Microsoft Azure, a PCI DSS compliant
entity.

Describe how the business is otherwise involved in or
has the ability to impact the security of its customers’ account data.

Spektrix is responsible for creating and running the
software client applications that the client companies
use to collect and send the card information for
processment.

No other type of processing takes place that can impact the security of cardholder data.

Describe system components that could impact the
security of account data.

App Gateway/WAF
Backend production firewall
Azure firewall

Part 2c. Description of Payment Card Environment
Provide a high-level description of the environment covered by this Assessment.

For example:
• Connections into and out of the cardholder data
environment (CDE).
• Critical system components within the CDE, such as POI devices, databases, web servers, etc., and any other
necessary payment components, as applicable.
• System components that could impact the security of
account data.

The assessment focused on Spektrix's
cardholder data environment hosted at
Microsoft Azure, Spektrix's connections to its
acquirers, the in-house developed payment
application and its software developers along
with the systems processing cardholder data.

Indicate whether the environment includes segmentation to reduce the scope of the Assessment.
(Refer to the “Segmentation” section of PCI DSS for guidance on segmentation) Yes No

Part 2d. In-Scope Locations/Facilities
(ROC Section 4.6)
List all types of physical locations/facilities (for example, corporate offices, data centers, call centers and mail rooms) in scope for this Assessment.
06/25/2024 C18 39 of 92

PCI DSS v4.0 Attestation of Compliance for Report on Compliance AOC for Report on Compliance - Service Providers March 2022
© 2006 - 2022 PCI Security Standards Council, LLC. All rights reserved. Page 5 Facility Type
Total Number of
Locations
(How many locations of
this type are in scope)
Location(s) of Facility
(city, country)
Example: Data centers 3 Boston, MA, USA
Microsoft Azure Cloud Datacenter 1 Azure Region: West Europe

06/25/2024 C18 40 of 92

PCI DSS v4.0 Attestation of Compliance for Report on Compliance AOC for Report on Compliance - Service Providers March 2022
© 2006 - 2022 PCI Security Standards Council, LLC. All rights reserved. Page 6 Part 2e. PCI SSC Validated Products and Solutions
(ROC Section 3.3)
Does the entity use any item identified on any PCI SSC Lists of Validated Products and Solutions*? Yes No
Provide the following information regarding each item the entity uses from PCI SSC's Lists of Validated Products and Solutions:

Name of PCI SSC-
validated Product or
Solution
Version of
Product or
Solution
PCI SSC Standard to
which Product or
Solution Was Validated
PCI SSC Listing
Reference
Number
Expiry Date of
Listing

YYYY-MM-DD

YYYY-MM-DD
* For purposes of this document, ”Lists of Validated Products and Solutions” means the lists of validated products, solutions, and/or components, appearing on the PCI SSC website ( www.pcisecuritystandards.org) (for example, 3DS Software Development Kits, Approved PTS Devices, Validated Payment S oftware, Payment Applications (PA-DSS), Point to Point Encryption (P2PE) solutions, Software-Based PIN Entry on COTS (SPoC) solutions, and Contactless Payments on COTS (CPoC) solutions).

06/25/2024 C18 41 of 92

PCI DSS v4.0 Attestation of Compliance for Report on Compliance AOC for Report on Compliance - Service Providers March 2022
© 2006 - 2022 PCI Security Standards Council, LLC. All rights reserved. Page 7 Part 2f. Third-Party Service Providers
(ROC Section 4.4)
For the services being validated, does the entity have relationships with one or more third - party service providers that:

• Store, process, or transmit account data on the entity’s behalf (for example, payment gateways, payment processors, payment service providers (PSPs, and off-site storage)) Yes No
• Manage system components included in the entity’s Assessment (for example, via network security control services, anti-malware services, security incident and event management (SIEM), contact and call centers, web-hosting companies, and IaaS, PaaS, SaaS, and FaaS cloud providers)
Yes No
• Could impact the security of the entity’s CDE (for example, vendors providing support via remote access, and/or bespoke software developers).

Yes No
If Yes:

Name of Service Provider: Description of Services Provided:

Microsoft Azure Cloud/Hosting services
FIS Worldpay Payment Services Provider
ADYEN N.V. Payment Services Provider
Cybersource Corporation Payment Services Provider
Moneris Solutions Corporation Payment Services Provider Opayo by Elavon FS DAC Payment Services Provider

Note: Requirement 12.8 applies to all entities in this list.

06/25/2024 C18 42 of 92

PCI DSS v4.0 Attestation of Compliance for Report on Compliance AOC for Report on Compliance - Service Providers March 2022
© 2006 - 2022 PCI Security Standards Council, LLC. All rights reserved. Page 8 Part 2g. Summary of Assessment
(ROC Section 1.8.1)
Indicate below all responses provided within each principal PCI DSS requirement.

PCI DSS
Requirement
Requirement Finding
More than one response may be selected for a given
requirement. Indicate all responses that apply.

Select If Below Method(s)
Was Used
In Place In Place with
Remediation
Not
Applicable
Not
Tested
Not in
Place
Customized
Approach
Compensating
Controls
Requirement 1:

Requirement 2:

Requirement 3:

Requirement 4:

Requirement 5:

Requirement 6:

Requirement 7:

Requirement 8:

Requirement 9:

Requirement 10:

Requirement 11:

Requirement 12:

Appendix A1:

Appendix A2:
06/25/2024 C18 43 of 92

Note: This is the first date that evidence was gathered, or observations were made . 2024-04-19
Date Assessment ended:

Note: This is the last date that evidence was gathered, or observations were made. 2024-04-23
Were any requirements in the ROC unable to be met due to a legal constraint? Yes No Were any testing activities performed remotely?
If yes, for each testing activity below, indicate whether remote assessment activities were performed:
• Examine documentation Yes No
• Interview personnel Yes No
• Examine/observe live data Yes No
• Observe process being performed Yes No
• Observe physical environment Yes No
• Interactive testing Yes No • Other: Not Applicable
Yes No
06/25/2024 C18 44 of 92

PCI DSS v4.0 Attestation of Compliance for Report on Compliance AOC for Report on Compliance - Service Providers March 2022
© 2006 - 2022 PCI Security Standards Council, LLC. All rights reserved. Page 10 Section 3 Validation and Attestation Details
Part 3. PCI DSS Validation
(ROC Section 1.7)
This AOC is based on results noted in the ROC dated (Date of Report as noted in the ROC 2024-05-19).

Indicate below whether a full or partial PCI DSS assessment was completed:

Full Assessment – All requirements have been assessed and therefore no requirements were marked as Not Tested in the ROC.

Partial Assessment – One or more requirements have not been assessed and were therefore marked as Not Tested in the ROC. Any requirement not assessed is noted as Not Tested in Part 2g above.

Based on the results documented in the ROC noted above, each signatory identified in any of Parts 3b-3d, as applicable, assert(s) the following compliance status for the entity identified in Part 2 of this document (select one):

Compliant: All sections of the PCI DSS ROC are complete, and all assessed requirements are marked as being either 1) In Place, 2) In Place with Remediation, or 3) Not Applicable, resulting in an overall COMPLIANT rating; thereby Spektrix Ltd. has demonstrated compliance with all PCI DSS requirements except those noted as Not Tested above.

Non-Compliant: Not all sections of the PCI DSS ROC are complete, or one or more requirements are marked as Not in Place, resulting in an overall NON-COMPLIANT rating; thereby (Service Provider Company Name) has not demonstrated compliance with PCI DSS requirements.

Target Date for Compliance: YYYY-MM-DD
An entity submitting this form with a Non-Compliant status may be required to complete the Action Plan in Part 4 of this document. Confirm with the entity to which this AOC will be submitted before completing Part 4.

Compliant but with Legal exception: One or more assessed requirements in the ROC are marked as Not in Place due to a legal restriction that prevents the requirement from being met and all other assessed requirements are marked as being either 1) In Place, 2) In Place with Remediation, or 3) Not Applicable, resulting in an overall COMPLIANT BUT WITH LEGAL EXCEPTION rating; thereby (Service Provider Company Name) has demonstrated compliance with all PCI DSS requirements except those noted as Not Tested above or as Not in Place due to a legal restriction.

This option requires additional review from the entity to which this AOC will be submitted.

If selected, complete the following:

Affected Requirement Details of how legal constraint prevents requirement from being met

06/25/2024 C18 45 of 92

06/25/2024 C18 46 of 92

PCI DSS v4.0 Attestation of Compliance for Report on Compliance AOC for Report on Compliance - Service Providers March 2022
© 2006 - 2022 PCI Security Standards Council, LLC. All rights reserved. Page 12 Part 4. Action Plan for Non-Compliant Requirements
Only complete Part 4 upon request of the entity to which this AOC will be submitted, and only if the Assessment has Non-Compliant results noted in Section 3.

If asked to complete this section, select the appropriate response for “Compliant to PCI DSS Requirements” for each requirement below. For any “No” responses, include the date the entity expects to be compliant with the requirement and provide a brief description of the actions being taken to meet the requirement.

PCI DSS
Requirement Description of Requirement
Compliant to PCI
DSS Requirements
(Select One)
Remediation Date and
Actions
(If “NO” selected for any
Requirement)
YES NO
1 Install and maintain network security
controls
2 Apply secure configurations to all system
components
3 Protect stored account data
4 Protect cardholder data with strong
cryptography during transmission over
open, public networks

5 Protect all systems and networks from
malicious software
6 Develop and maintain secure systems and
software
7 Restrict access to system components and
cardholder data by business need to know
8 Identify users and authenticate access to
system components
9 Restrict physical access to cardholder data
10 Log and monitor all access to system
components and cardholder data
11 Test security systems and networks
regularly
12 Support information security with
organizational policies and programs
Appendix A1 Additional PCI DSS Requirements for Multi-
Tenant Service Providers
Appendix A2
Additional PCI DSS Requirements for
Entities using SSL/early TLS for Card-
Present POS POI Terminal Connections

06/25/2024 C18 47 of 92

Certificate of Registration
Spektrix Limited

Castle House First Floor 213 West 35th Street
37-45 Paul Street 196 Deansgate Suite 400
London Manchester New York
EC2A 4LS M3 3WF NY 1000

BS EN ISO/IEC 27001:2022

Centre for Assessment Ltd confirms that this organisation has been audited and the requirements for registration have been met for the following scope:

The provision of SAAS CRM services, including associated consultancy and training. The ISMS includes all staff, assets, locations, and infrastructure in accordance with our Statement of Applicability V.1.3.

Certificate Number: 23/0621

Date of Initial Certification: 2nd January 2024

Date of Expiry: 2nd January 2027

Date of Issue: 2nd January 2024

Revision: 0

Signed:

On behalf of Centre for Assessment Ltd

This certificate remains the property of the Centre for Assessment and may be withdrawn without notice and is valid based on the above named organisation ensuring continued commitment to compliance against the harmonised standards as defined and or associated.

Centre for Assessment Limited, Lee House, 90 Great Bridgewater Street, Manchester, M1 5JW Web: www.centreforassessment.co.uk Tel: 0161 237 4080 Rev 1
06/25/2024 C18 48 of 92

Registered in England and Wales. Company registration number: 08284692.

Registered office: Beaufort House, 15 St Botolph Street, London EC3A 7BB.

To Whom It May Concern, 14th July 2023

RE: Spektrix Limited
Our Reference: 46583618
We can confirm that we act as insurance brokers on behalf of the above insured, and that the following covers are in place:

Employers Liability
Insurer: Chubb European Group SE
Policy number: UKINTC87452
Cover period: 20th June 2023 to 19th June 2024
Indemnity limit: £10,000,000

Public and Products Liability
Insurer: Chubb European Group SE
Policy number: UKINTC87452
Cover period: 20th June 2023 to 19th June 2024
Indemnity limit: £5,000,000

Professional Indemnity (Primary Layer)
Insurer: Chubb European Group SE
Policy number: UKINTC87452
Cover period: 20th June 2023 to 19th June 2024
Indemnity limit: £5,000,000 any one claim

Professional Indemnity (Excess Layer)
Insurer: CNA Insurance Company Limited
Policy number: 10342201
Cover period: 20th June 2023 to 19th June 2024
Excess layer: £5,000,000
Primary indemnity limit: £5,000,000

Please Note:

The information provided in this document provides a brief overview of covers in place at the time this was sent. The full details of the above policies, including terms and conditions, are provided in their respective policy documentation. The expiry date given represents the 06/25/2024 C18 49 of 92

normal expiry date of the policy. This document does not change cover provided. The cover stated above may change or be cancelled, and we are under no obligation to advise you as such.

Please contact us if you require any further information.

Yours sincerely

Ben Wilkinson Cert CII
Account Handler - Financial & Professional Risks Division (FINPRO) Financial & Professional Risks Division
[email protected]
Tel: 020 8126 6107

06/25/2024 C18 50 of 92

1 06/25/2024 C18 51 of 92

2 •
•
•

These discounts will be calculated and applied to each monthly invoice during the respective discount periods.
•
•

06/25/2024 C18 52 of 92

3 •
•
•
•
•
•
•
•
•
•
•
06/25/2024 C18 53 of 92

4 06/25/2024 C18 54 of 92

5 06/25/2024 C18 55 of 92

4.1 06/25/2024 C18 56 of 92

06/25/2024 C18 57 of 92

06/25/2024 C18 58 of 92

06/25/2024 C18 59 of 92

06/25/2024 C18 60 of 92

06/25/2024 C18 61 of 92

06/25/2024 C18 62 of 92

06/25/2024 C18 63 of 92

06/25/2024 C18 64 of 92

06/25/2024 C18 65 of 92

06/25/2024 C18 66 of 92

06/25/2024 C18 67 of 92

06/25/2024 C18 68 of 92

06/25/2024 C18 69 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Spektrix &
City of Vista - Moonlight Stage
Price Estimate
June 2024
1 Table of Contents:

Spektrix Pricing Model Overview & Explanation
Three Year Term Price Estimate
(Pg. 2)
(Pg. 3)
06/25/2024 C18 70 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents
Spektrix is delivered as “Software as a Service” (SaaS) which means we provide a full stack of technology and service in exchange for a single service charge. This means that instead of hidden costs and having to pay separately for different components, you pay a single charge and get everything you need. Here’s how it will work:
●We’ve calculated the Est. Annual Earned Revenue range based on the sales figures provided to us in the RFP documents equating to $3,800,000.

This breaks down as follows:
○A $78,000 annual minimum fee, which covers up to $4,000,000 in sales
○A 1.2% charge on any sales over $4,000,000
●We do not charge on unpaid (comp) items (tickets).
●The Spektrix service charge applies to all earned revenue you process through the system (tickets, subscriptions, merchandise, taxes, fees, etc.) and excludes donations. Donations are processed for free. ●We don’t start charging this fee until you are live with Spektrix, and we bill in monthly installments so it’s cashflow friendly.
●Three Year Discount: For Moonlight’s first three year term, Spektrix will discount total charges by 17% in year one, 11% in year two and 5% in year three. Please see next page for a complete price estimate breakdown across first three years.

Est. Annual Charge
of Spektrix $78,000*
Payment Gateway and
Processing Fees
Interchange Rate + 0.6% for Visa/Mastercard

3.2% for American Express

OUR PRICING EXPLAINED
Spektrix is Software as a Service which means instead of paying separately for different components of what we offer, our clients pay us an ongoing service charge related to the value of items they sell through the platform. In return, we provide pretty much everything you need.

You’ll benefit from absolutely no upfront costs, and no unexpected, additional invoices.

This lets you budget the service charge across the year, spreading out your cash flow.

And while the service charge only represents a fraction of your annual revenue, you benefit from a cutting edge system and exceptional consultative support, all specifically geared toward helping you to maximize revenue, create efficiencies and reach your business goals.

We’ve chosen SaaS as the commercial model for Spektrix because it means we’re able to continuously reinvest in our platform and our people, and you can access cutting-edge tools that are constantly updated alongside world-class support. Because we rely on regular monthly income from our clients, we’re not chasing large, upfront capital licence fees. That means we can invest in developing an amazing product while focusing on the relationship with all of our clients, however long they’ve been with us.

MAKE MONEY
Spektrix has been designed from the ground up to help you make more money — from offers and promotions, automated cross-selling and up-selling tools, through to subscriptions, memberships and merchandise, we’ll help you maximize revenue.

SAVE MONEY
Spektrix can also help streamline your operation, saving your team time on a daily basis. The system is quick and easy to use, reliable, transparent and comes packed with tools to make your lives easier, including scheduled reporting, audience analysis tools, integrated email marketing and easy set-up wizards that push to your website so you don't have to duplicate tasks.

Hot Tix in Chicago said they were saving 30 minutes each day per box office personnel because of the ease of use of the system. And Curious Theatre Company in Denver found that their Patron Services Manager gained back 15 hours per week taking advantage of automated reports, automated reminder emails, and a more streamlined online buying process (which has led to 30% more tickets being purchased online rather than over the phone). 2
Cost Proposal &
Breakdown

INCLUDED WITH OUR PRICING
〉Unlimited users
〉Unlimited seating charts
〉Unlimited email sends
〉Daily updates, enhancements, and new solutions
〉All implementation work, including initial training,
project management and data migration into
Spektrix
〉Ongoing support, training and consultation
〉Custom reporting
〉Backups and hosting
〉Access to our user forums and conference
〉Access to our API and all documentation
〉Payment hardware
〉Payment fraud protection

COST CONSIDERATIONS OUTSIDE OF SCOPE
〉Printing/scanning hardware you might need*
〉Data extraction (only applicable for some legacy
systems)
〉Website integration labor (If not using Spektrix
Link)
〉Partner Products and Zapier license (optional)
*Spektrix is compatible with Saveo, Janam, or Zebra
Scanners and BOCA or Stimare Printers connected to
a Windows computer.
06/25/2024 C18 71 of 92

CONFIDENTIAL - FOR CITY OF VISTA PERSONNEL ONLY
Return to Table of Contents
Cost Proposal &
Breakdown
Platform Estimated Initial Cost
(one-time)
Estimated Annual
Charge Year 1
17% Discount
Estimated Annual
Charge Year 2
11% Discount
Estimated Annual
Charge Year 3
5% Discount
Spektrix
(Annual Fee = ~$78,000)$0 $64,740 $69,420 $74,100
DotDigital
(Marketing
Automation/SMS/Emails)

INCLUDED INCLUDED INCLUDED INCLUDED
Web Integration
(if using Spektrix Link, this is
a $0 cost)
$0 - $50,000 $0 - $20,000 $0 - $20,000 $0 - $20,000
Payment Gateway and
processing fees $0 2.3 - 3.2%2.3 - 3.2%2.3 - 3.2%
Hardware (Scanners)
City of Vista already has Boca Printers,
so no cost there unless buying new
$5,000 - $10,000 $0 $0 $0
Total Cost Ranges (Dependent on website integration)
Total Proposed Cost*$5,000 - $60,000 $64,740 - $84,740
(plus CC Processing)
$69,420 - $89,420
(plus CC Processing)
$74,100 - $94,100
(plus CC Processing)
3 *There are optional, integrated, partner products that Moonlight Stage could leverage--some mentioned in the proposal include dynamic pricing or SMS ticket delivery. These are not required to get the desired results listed in the RFP, so we have not included them here, but we are happy to share more about pricing for those if desired.

Please note: After the initial three year term, the City of Vista would have the option to renew for another two years (single year terms) at the price plan modeled on the previous page. 06/25/2024 C18 72 of 92

•
•
•
06/25/2024 C18 74 of 92
EXHIBIT 5

•
•
06/25/2024 C18 75 of 92

•
•
•
•
•
•
•
•
•
•
•
06/25/2024 C18 76 of 92

APPROVED
Walter C. Chung
20240617091159
06/25/2024 C18 77 of 92

06/25/2024 C18 78 of 92

06/25/2024 C18 79 of 92

4.1 06/25/2024 C18 80 of 92

06/25/2024 C18 81 of 92

06/25/2024 C18 82 of 92

06/25/2024 C18 83 of 92

06/25/2024 C18 84 of 92

06/25/2024 C18 85 of 92

06/25/2024 C18 86 of 92

06/25/2024 C18 87 of 92

06/25/2024 C18 88 of 92

06/25/2024 C18 89 of 92

06/25/2024 C18 90 of 92

06/25/2024 C18 91 of 92

06/25/2024 C18 92 of 92

Vista City CouncilJune 25, 2024

Vista City Council
June 25, 2024