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Home My WebLink AboutInfo-Tech Research Group, Inc./ICS/$23,595.00/IT Research and Advisory Services - ASADocuSign Envelope ID: AAEA7A5C-DA63-43C9-A4AC-A8BF3EEF4D38 Info -Tech Research Group, Inc. Information Systems Department - 2023 Appropriation # 1115 101 43-556.00 Fund; P.O. # 110328 Contract Not To Exceed $23,595.00 ADDITIONAL SERVICES AMENDMENT TO AGREEMENT FOR GOODS AND SERVICES APPROVED By Allison Lynch -McGrath at 1:57 pm, Dec 07, 2023 THIS AMENDMENT TO THE AGREEMENT FOR GOODS AND SERVICES ("Agreement") entered into by and between the City of Carmel and Info -Tech Research Group, Inc., (the "Vendor"), as City Contract dated December 8, 2022 shall amend the terms of the Agreement by adding the additional services to be provided by Vendor consistent with the Scope of Work attached hereto and incorporated herein as Exhibit "A". The terms and conditions of the Agreement shall not otherwise be affected by this Additional Services Amendment and shall remain in full force and effect. IN WITNESS WHEREOF, the parties hereto have made and executed this Amendment as follows: CITY OF CARMEL, INDIANA by and through its Board of Public Works and Safety By: ,-DooccuSigned by: James Brainard, Presiding Officer Date: 12/20/2023 Info -Tech Research Group, Inc. BY: DocuSigned by: F Authorized Signature Ryan Huggett Docusigned by: a VAA,1 , Printed Name aiy knnSurke, Member Date: 12/20/2023 -DocuSigned by: (pin Ulafsaw B6 223 1 e40D Lori S. Watson, Member Date: 12/20/2023 ATTEST: ,-Docusigned by: ao-C. c ON.A { Sue off ang, Clerk Date: 12/20/2023 General Counsel Title FID/TIN: 20-4312071 07 December 2023 Date: [S:\Contracts\Departments\IT - Information Systems\202_3\In£o-Tech Research Group. Inc. ASA.docx:12/6/2023 11:14 AM] DocuSign Envelope ID: AAEA7A5C-DA63-43C9-A4AC-A8BF3EEF4D38 DocuSign Envelope ID: AAEA7A5C-DA63-43C9-A4AC-A8BF3EEF4D38 PROPOSAL Meeting Agenda 01 Executive Summary 02 Review of our previous discussions 03 Service Configuration & Pricing Overview 04 Next steps INFO -TECH RESEARCH GROUP /// 2 DocuSign Envelope ID: AAEA7A5C-DA63-43C9-A4AC-A8BF3EEF4D38 Executive Summary City of Carmel currently has 1 seat: • Timothy Renick, SE Advisory • Additional Industry Access When we met to discuss your objectives for the investment with Info -Tech, you said: - After putting out fires for 5.5 years, you are more stable and in position to use Info - Tech Services - In 2023 you are doing more formal project management. A workshop might be something to consider here. - You do not run an end -user feedback survey, but you need to - Use Info -Tech to help build an IT strategy for local government - Centralized contract review could be better for the city INFO -TECH RESEARCH GROUP /// 3 DocuSign Envelope ID: AAEA7A5C-DA63-43C9-A4AC-A8BF3EEF4D38 Executive Summary - Value From December 2022 through November 2023 users have • Accessed 101 research blueprints and associated tools • Conducted 8 analyst calls • Had 6 Executive Advisor interactions • Had 6 webinar attendances Through these interactions Info -Tech provided advice and insight on initiatives, including: • Build a Business Aligned IT Strategy • Managed SOC/ SIEM services • Tailor IT Project Management to Fit Your Projects • Develop Your Security Outsourcing Strategy • Modernize Enterprise Storage INFO -TECH RESEARCH GROUP //l 4 DocuSign Envelope ID: AAEA7A5C-DA63-43C9-A4AC-A8BF3EEF4D38 December 2022 - November 2023 Value Assessment RESEARCH DOWN LOADS 14 ANALYST CALLS 8 Key Outcomes • Build a Business Aligned IT Strategy • Manage Third -Party Service Security Outsourcing • Tailor IT Project Management Processes to Fit Your Projects • Develop a Project Portfolio Management Strategy • Get Started With Project Management Excellence • Data and Analytics Trends Report • Modernize Enterprise Storage • Create a Transparent and Defensible IT Budget • Identify and Build the Data & Analytics Skills Your Organization Needs Key Outcomes • Build a Business Aligned IT Strategy • Managed SOC/ SIEM services • Tailor IT Project Management to Fit Your Projects • Develop Your Security Outsourcing Strategy • Modernize Enterprise Storage PACE VIEWS 87 EXECUTIVE ADVISOR SESSIONS 6 WEBINARS ATTENDED 6 Key Outcomes • Stabilize Release and Deployment Management • Improve Security Governance • Build an Information Security Strategy • Build Your Security Operations Program from the Ground Up • Assess Your Cybersecurity Insurance Policy Key Outcomes • Created Custom Key Initiative Plan on IT strategy, project management, and establishing metrics Key Outcomes • Develop and Deploy Security Policies • Data & Analytics Trends 2023 • Implement Al Use Cases Rapidly For Public Sector • Create a Transparent and Defensible Budget • Tech Trends 2024 • Build a CEO IT Monthly IT Update Package • Local Government Roundtable INFO -TECH RESEARCH GROUP /// 5 DocuSign Envelope ID: AAEA7A5C-DA63-43C9-A4AC-A8BF3EEF4D38 Recommended Membership Option 1 SE Advisory Membership Timothy Renick 1 Add -On Industry Research Total Investment Year 1: $23,595 INFO -TECH RESEARCH GROUP /// 6 DocuSign Envelope ID: AAEA7A5C-DA63-43C9-A4AC-A8BF3EEF4D38 Appendix TECH RESEARCH GROUP /// 7 DocuSign Envelope ID: AAEA7A5C-DA63-43C9-A4AC-A8BF3EEF4D38 Info -Tech SE Membership Features CIO Counselor Executive Counselor Counselor SE Advisory Team Membership Membership Membership Membership Membership SERVICE DELIVERY Dedicated Executive Counselor ✓ ✓ ✓ Onsite or Virtual Counselor visits 4/yea r 2/yea r 1/yea r Custom Key Initiative Plan V ✓ ✓ ADVISORY SERVICES IT Cost Analysis & Optimization (or Standard 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 ITVendor Negotiation Assistance 4 3 2 Analyst Calls 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 ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓' ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ,/ ✓ 1/yea r 1/year Unlimited ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ *= 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 workshop each OR together for 1 enterprise workshop DocuSign Envelope ID: AAEA7A5C-DA63-43C9-A4AC-A8BF3EEF4D38 INFO -TECH RESEARCH 6 R O L1 P DocuSign Envelope ID: AAEA7A5C-DA63-43C9-A4AC-A8BF3EEF4D38 City of Carmel Service Proposal Colin Bender Member Services Director cbender@infotech.com 1-888-670-8889 ext.2082 December 5, 2023 INFOTECH RESEARCH GROUP Page 1 of 4 DocuSign Envelope ID: AAEA7A5C-DA63-43C9-A4AC-A8BF3EEF4D38 Hi Timothy, On behalf of our entire team at Info -Tech Research Group, I am pleased to present this proposal for IT Research and Advisory services to you and your IT department at City of Carmel. Info-Tech's IT Research and Advisory membership provides you with access to our powerful diagnostic tools and key research to help you systematically improve your IT department's performance. To help you maximize the impact of your membership, we also provide an unmatched level of member service. I welcome the opportunity to work with you and your IT executives at City of Carmel. Should you have questions at any time, please contact me directly at your convenience. Sincerely, Colin Bender Member Services Director cbender@infotech.com 1-888-670-8889 ext.2082 Info -Tech Research Group 3960 Howard Hughes Parkway Suite 500, Las Vegas, NV, USA 89169 infotech.com Proposal prepared for: Timothy Renick City of Carmel 10701 North College Avenue, Carmel, Indiana, United States 46280 Page 2 of 4 DocuSign Envelope ID: AAEA7A5C-DA63-43C9-A4AC-A8BF3EEF4D38 SERVICE AGREEMENT WITH INFO -TECH RESEARCH GROUP Service Start Date: December 15, 2023 11 Contract Length: 1-year Contact: Timothy Renick City of Carmel Product Small Enterprise Advisory Membership Industry /SE Description Unlimited analyst calls, full diagnostic access,1 combined Contract Review / Price Benchmarking and Negotiation Engagement, 1 software selection engagement Deep Insights Tailored To Your Industry Quantity 1.00 1.00 Subtotal $17,612.09 $5,982.37 Total: Total $17,612.09 $5,982.37 $23,594.46 All items stated on this document are in USD and is subject to applicable taxes. Page 3 of 4 DocuSign Envelope ID: AAEA7A5C-DA63-43C9-A4AC-A8BF3EEF4D38 Federal Supply Service Authorized Federal Supply Schedule Price List (GSA) - GS-35F-298GA Payment Terms: Prompt payment terms 0%, Net 30 days Unless otherwise stated, consulting and workshop engagements do not include travel and expenses, which will be charged in addition to the fees listed. Workshops purchased as part of membership expire without refund or credit at the end of the membership period covered by the purchase. Workshops purchased outside membership expire without refund or credit 1-year after purchase. Please work with your member services representative to select and schedule workshops prior to expiration. 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 to the 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) of the GS-35F-298GA Contract Clause Unless 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 to pay the fees set out herein annually for the term indicated. This proposal has a definite expiry date of December 15, 2023. Please return this signed Service Agreement to Info -Tech by DocuSign, email cbender@infotech.com or fax (1-519-432-2506). Please include PO if required. 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 of Use. If you are tax exempt, please provide tax exemption certificate. Term Number Invoice Date Invoice Term Start Date Term End Date Amount 1 December 8, 2023 $23,594.46 December 15, 2023 December 15, 2024 Name Signature Title Date Notes Page 4 of 4 DocuSign Envelope ID: AAEA7A5C-DA63-43C9-A4AC-A8BF3EEF4D38 City of Carmel ONE CIVIC SQUARE CARMEL, INDIANA 46032-2584 FORM APPROVED BY STATE BOARD OF ACCOUNTS FOR CITY OF CARMEL - 1997 INDIANA RETAIL TAX EXEMPT CERTIFICATE NO. 003120155 002 0 FEDERAL EXCISE TAX EXEMPT 35-6000972 PURCHASE ORDER DATE 11 /22/2023 DATE REQUIRED REQUISITION NO. VENDOR NO. 376896 Page 1 of 1 PURCHASE ORDER NUMBER 110328 THIS NUMBER MUST APPEAR ON INVOICES, AIP VOUCHER, DELIVERY MEMO, PACKING SLIPS, SHIPPING LABELS AND ANY CORRESPONDENCE DESCRIPTION INFO -TECH RESEARCH GROUP INC ICS VENDOR 3960 HOWARD HUGHES PKWY SHIP 10701 N. College Ave, Ste A SUITE 500 TO Carmel, IN 46280- LAS VEGAS, NV 89169 - Timothy Renick (317) 571-2576 PURCHASE ID BLANKET CONTRACT 82597 QUANTITY PAYMENT TERMS UNIT OF MEASURE DESCRIPTION Department: 1115 Fund: 101 General Fund Account: 43-556.00 1 Each IT research and advisory services Send Invoice To: ICS Timothy Renick 10701 N. College Ave, Ste A Carmel, IN 46280- (317) 571-2576 DEPARTMENT FREIGHT UNIT PRICE EXTENSION $23,595.00 Sub Total PLEASE INVOICE IN DUPLICATE ACCOUNT PROJECT PROJECT ACCOUNT SHIPPING INSTRUCTIONS *SHIP PREPAID. *C.O.D. SHIPMENT CANNOT BE ACCEPTED. *PURCHASE ORDER NUMBER MUST APPEAR ON ALL SHIPPING LABEL *THIS ORDER ISSUED IN COMPLIANCE WITH CHAPTER 99, ACTS 1945 AND ACTS AMENDATORY THEREOF AND SUPPLEMENT THERETO. CONTROL NO. 110328 ORDERED BY TITLE CONTROLLER $23,595.00 $23,595.00 AMOUNT PAYMENT $23,595.00 * A/P VOUCHER CANNOT BE APPROVED FOR PAYMENT UNLESS THE P.O. NUMBER IS MADE A PART OF THE VOUCHER AND EVERY INVOICE AND VOUCHER HAS THE PROPER SWORN AFFIDAVIT ATTACHED. I HEREBY CERTIFY THAT THERE IS AN UNOBLIGATED BALANCE IN THIS APPROPRIATION SUFFICIENT TO PAY FOR THE ABOVE ORDER. Timothy Renick Director James Crider Director of Administration