MAS - Forrester Research, Inc. - 47QTCA18D001C

General Services Administration

Authorized Federal Supply Schedule Pricelist

On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order are available through GSA Advantage!®, a menu-driven database system. The internet address GSA Advantage!® is: GSAAdvantage.gov.

MULTIPLE AWARD SCHEDULE

Applicable FSC Codes: D399, D304

Forrester Research, Inc.

60 Acorn Park Drive, Cambridge, MA 02140 Phone: 617.613.6274 Fax: 617-613-5200 http://www.Forrester.com

Contract Number:47QTCA18D001C

For more information on ordering from Federal Supply Schedules click on the FSS Schedules button at fss.gsa.gov.

Contract Period: October 27, 2017 – October 26, 2027

TABLE OF CONTENTS

CUSTOMER INFORMATION

TERMS AND CONDITIONS APPLICABLE TO INFORMATION TECHNOLOGY (IT) PROFESSIONAL

SERVICES (SPECIAL ITEM NUMBER 54151S)

TERMS AND CONDITIONS APPLICABLE TO ELECTRONIC COMMERCE AND SUBSCRIPTION SERVICES

(SPECIAL ITEM NUMBER 54151ECOM)

USA COMMITMENT TO PROMOTE SMALL BUSINESS PARTICIPATION PROCUREMENT PROGRAMS

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FORRESTER PRODUCTS AND SOLUTIONS

file:///C:/Users/bbelanger/AppData/Local/Temp/GSAAdvantage.gov http://www.forrester.com/ file:///C:/Users/bbelanger/AppData/Local/Temp/fss.gsa.gov

Founded in 1983 with corporate headquarters is in Cambridge, MA and a Federal Government office in

McLean, VA, Forrester Research, Inc. (Forrester) is an independent, objective research company that can provide the Federal Government with comprehensive, in-depth, and unbiased information, and analysis, best-in-breed, pragmatic, and forward-thinking advice. Forrester focuses on the business implications of technology change to help its clients create a unified plan that gains business/organizational advantage. Uniquely, Forrester guides business and government strategists, marketing executives, government agencies, and Information Technology (IT) professionals, global leaders in business, government and technology that collaborate with us to accelerate achievement of their business IT goals.

Our rigorous methodologies experience has helped Information IT Professionals make smart, confident decisions that improve their organizations’ performance. We understand business executives' goals and challenges via over 30,000 Business executives interviews a year to understand their issues and what they need to be successful and use this information to provide objective advice to help meet department initiatives. Other IT Research firms just ask IT what the business wants and needs, which we believe is a flawed methodology. Forrester focuses on the business/mission from the beginning. Forrester analysts enter into consulting engagements with a deep, immediate understanding of your mission, stakeholders, and goals — meaning faster, more cost-efficient results.

For examples of how we support our Public Sector clients, including specific Public Sector content, please visit our Government Landing Page: https://go.forrester.com/government-solutions/

Special Item No. 54151S Information Technology Professional Services

Note: All non-professional labor categories must be incidental to and used solely to support hardware, software and/or professional services, and cannot be purchased separately.

SPECIAL ITEM NO. 54151ECOM ELECTRONIC COMMERCE AND SUBSCRIPTION SERVICES

Forrester Research, Inc.

60 Acorn Park Drive, Cambridge, MA 02140

Phone: 617.613.6274

Fax: 617-613-5200 http://www.Forrester.com

Contract Number: 47QTCA18D001C

Period Covered by Contract: October 27, 2017 – October 26, 2027

General Services Administration

Federal Acquisition Service https://go.forrester.com/government-solutions/

Products and ordering information in this Authorized Multiple Award Schedule Pricelist are also available on the GSA Advantage! System (http://www.gsaadvantage.gov).

Customer Information

1.A. TABLE OF AWARDED SPECIAL ITEM NUMBER(S) WITH APPROPRIATE CROSS-

REFERENCE TO ITEM DESCRIPTIONS AND AWARDED PRICE(S).

The table below identifies Forrester’s awarded Special Item Numbers, with cross-references to the item descriptions and awarded prices for the products offered under each SIN.

SIN Section Reference Page Number Reference

54151S ”Advisory” 13-15

54151ECOM “Research” 15-17

54151ECOM “Forrester Decisions” 18-21

54151ECOM “Forrester Decisions VIP Leader (Part #FD_VIP)” 21-22

54151ECOM “Forrester Decisions Leader (Part #FD_LD)” 22-23

54151ECOM “Forrester Decisions Team (Part #FD_TM)” 23-25

54151ECOM

“Forrester Decisions Group Reader Access (Part

#FD_GR)”

25-26

54151ECOM ”Leadership Boards (Part #LB_U)” 28-29

54151ECOM ”Leadership Boards – Insight (Part #LB_I)” 29

54151ECOM

”Age of the Customer (AoC) Research Member with Advice”

54151ECOM ”Executive Programs – (Part #EP_CIO)” 31

54141ECOM “Consumer Technographics” 32

54151S “Certification” 33-35

54151S “Events” 35

OLM Addressed at the order level. N/A

1.B. IDENTIFICATION OF THE LOWEST-PRICED MODEL NUMBER AND LOWEST UNIT PRICE

FOR THAT MODEL FOR EACH SPECIAL ITEM NUMBER AWARDED IN THE CONTRACT.

The table below identifies the lowest priced model number and lowest unit price for that model for each special item number awarded in the contract.

SIN Lowest Priced Model Number Unit Price

54151S Service Unit $115.71

54151ECOM R_R $10,213.73

OLM N/A N/A

1.C. HOURLY RATES

Not applicable.

2. MAXIMUM ORDER (ALL DOLLAR AMOUNTS ARE EXCLUSIVE OF ANY DISCOUNT FOR

PROMPT PAYMENT.)

a. The Maximum Order value for the following Special Item Numbers (SINs) is $500,000:

Special Item Number 54151S - Information Technology Professional Services

Special Item Number 54151ECOM – Electronic Commerce and Subscription Services

3. MINIMUM ORDER

The minimum dollar value of orders to be issued is $300.00

4. GEOGRAPHIC SCOPE OF CONTRACT:

The Geographic Scope of Contract will be domestic and overseas delivery.

5. POINT(S) OF PRODUCTION:

City County State Foreign Country

Cambridge Middlesex Massachusetts N/A

6. DISCOUNT FROM LIST PRICES OR STATEMENT OF NET PRICE.

Prices shown are net prices; basic discounts have been deducted.

7. QUANTITY DISCOUNTS.

See Volume Discounts

8. PROMPT PAYMENT TERMS

Net 30 days

Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions.

9.A. NOTIFICATION THAT GOVERNMENT PURCHASE CARDS ARE ACCEPTED AT OR BELOW

THE MICRO-PURCHASE THRESHOLD.

Contractor must accept the credit card for payments equal to or less than the micro-purchase for oral or written orders under this contract.

9B. NOTIFICATION WHETHER GOVERNMENT PURCHASE CARDS ARE ACCEPTED OR NOT

ACCEPTED ABOVE THE MICRO-PURCHASE THRESHOLD.

The Contractor and the ordering agency may agree to use the credit card for dollar amounts over the micro-purchase threshold (See GSAR 552.232-79 Payment by Credit Card). In addition, bank account information for wire transfer payments will be shown on the invoice.

10. FOREIGN ITEMS (LIST ITEMS BY COUNTRY OF ORIGIN).

Not applicable.

11A. TIME OF DELIVERY. (CONTRACTOR INSERT NUMBER OF DAYS.)

SPECIAL ITEM NUMBER DELIVERY TIME (Days ARO)

54151S 30 Days

54151ECOM 30 Days

11B. EXPEDITED DELIVERY.

Contact the Contractor for availability and rates.

11C. OVERNIGHT AND 2-DAY DELIVERY.

Contact the Contractor for availability and rates.

11D. URGENT REQUIREMENTS.

URGENT REQUIREMENTS: When the Federal Supply Schedule contract delivery period does not meet the bona fide urgent delivery requirements of an ordering activity, ordering activities are encouraged, if time permits, to contact the Contractor for the purpose of obtaining accelerated delivery.

The Contractor shall reply to the inquiry within 3 workdays after receipt. (Telephonic replies shall be confirmed by the Contractor in writing.) If the Contractor offers an accelerated delivery time acceptable to the ordering activity, any order(s) placed pursuant to the agreed upon accelerated delivery time frame shall be delivered within this shorter delivery time and in accordance with all other terms and conditions of the contract.

12. F.O.B. POINT(S).

Destination

13A. ORDERING ADDRESS(ES).

Ordering address: Forrester Research, Inc.

60 Acorn Park Drive

Cambridge, MA 02140

13B. ORDERING PROCEDURES: FOR SUPPLIES AND SERVICES, THE ORDERING

PROCEDURES, INFORMATION ON BLANKET PURCHASE AGREEMENTS (BPA’S) ARE FOUND IN

FEDERAL ACQUISITION REGULATION (FAR) 8.405-3.

Ordering activities shall use the ordering procedures of Federal Acquisition Regulation (FAR) 8.405 when placing an order or establishing a BPA for supplies or services. These procedures apply to all schedules.

a. FAR 8.405-1 Ordering procedures for supplies, and services not requiring a statement of work.

b. FAR 8.405-2 Ordering procedures for services requiring a statement of work.

The following telephone number(s) can be used by ordering activities to obtain technical and/or ordering assistance: 617-613-6274

14. PAYMENT ADDRESS(ES).

Payment address: Forrester Research, Inc.

Dept. CH 10334

Palatine, IL 60055-0334

Wire Funds: Citizens Bank, Providence, RI 02915, Wire ABA#0115-0012-0, ACH ABA#211 0701 75 for credit to:

Forrester Research, Inc.

Account#: 1135580437

The following telephone number(s) can be used by ordering activities to obtain technical and/or ordering assistance: 617-613-6274

15. WARRANTY PROVISION.

Contractor’s standard commercial warranty.

16. EXPORT PACKING CHARGES, IF APPLICABLE.

Not applicable.

17. TERMS AND CONDITIONS OF GOVERNMENT PURCHASE CARD ACCEPTANCE (ANY

THRESHOLDS ABOVE THE MICRO-PURCHASE LEVEL).

Contact the Contractor for terms and conditions of acceptance.

18. TERMS AND CONDITIONS OF RENTAL, MAINTENANCE, AND REPAIR (IF APPLICABLE).

Not applicable.

19. TERMS AND CONDITIONS OF INSTALLATION (IF APPLICABLE).

Not applicable.

20. TERMS AND CONDITIONS OF REPAIR PARTS INDICATING DATE OF PARTS PRICE LISTS

AND ANY DISCOUNTS FROM LIST PRICES (IF APPLICABLE).

Not applicable.

20A. TERMS AND CONDITIONS FOR ANY OTHER SERVICES (IF APPLICABLE).

Not applicable.

21. LIST OF SERVICE AND DISTRIBUTION POINTS (IF APPLICABLE).

Not applicable.

22. LIST OF PARTICIPATING DEALERS (IF APPLICABLE).

Not applicable.

23. PREVENTIVE MAINTENANCE (IF APPLICABLE).

Not applicable.

24A. SPECIAL ATTRIBUTES SUCH AS ENVIRONMENTAL ATTRIBUTES (E.G., RECYCLED

CONTENT, ENERGY EFFICIENCY, AND/OR REDUCED POLLUTANTS).

Not applicable.

24B. IF APPLICABLE, INDICATE THAT SECTION 508 COMPLIANCE INFORMATION IS

AVAILABLE ON ELECTRONIC AND INFORMATION TECHNOLOGY (EIT) SUPPLIES AND

SERVICES AND SHOW WHERE FULL DETAILS CAN BE FOUND (E.G. CONTRACTOR’S WEBSITE

OR OTHER LOCATION.)

If applicable, Section 508 compliance information on the supplies and services in this contract are available in Electronic and Information Technology (EIT) at the following:

http://www.forrester.com

The EIT standard can be found at: www.Section508.gov/.

25. DATA UNIVERSAL NUMBER SYSTEM (DUNS) NUMBER.

10-6765-928

26. NOTIFICATION REGARDING REGISTRATION IN SYSTEM FOR AWARD MANAGEMENT

(SAM) DATABASE.

Contractor maintains an active registration in the SAM database.

http://www.section508.gov/

Terms and Conditions Applicable to Information Technology (IT) Professional Services (Special Item Number 54151S) ****NOTE: All non-professional labor categories must be incidental to, and used solely to support professional services, and cannot be purchased separately.

1. SCOPE

a. The prices, terms and conditions stated under Special Item Number 54151S Information

Technology Professional Services apply exclusively to IT Professional Services within the scope of this

Information Technology Schedule.

b. The Contractor shall provide services at the Contractor’s facility and/or at the ordering activity location, as agreed to by the Contractor and the ordering activity.

2. PERFORMANCE INCENTIVES I-FSS-60 PERFORMANCE INCENTIVES (APRIL 2000)

a. Performance incentives may be agreed upon between the Contractor and the ordering activity on individual fixed price orders or Blanket Purchase Agreements under this contract.

b. The ordering activity must establish a maximum performance incentive price for these services and/or total solutions on individual orders or Blanket Purchase Agreements.

c. Incentives should be designed to relate results achieved by the contractor to specified targets.

To the maximum extent practicable, ordering activities shall consider establishing incentives where performance is critical to the ordering activity’s mission and incentives are likely to motivate the contractor. Incentives shall be based on objectively measurable tasks.

3. ORDER

a. Agencies may use written orders, EDI orders, blanket purchase agreements, individual purchase orders, or task orders for ordering services under this contract. Blanket Purchase Agreements shall not extend beyond the end of the contract period; all services and delivery shall be made and the contract terms and conditions shall continue in effect until the completion of the order. Orders for tasks which extend beyond the fiscal year for which funds are available shall include FAR 52.232-19 (Deviation –

May 2003) Availability of Funds for the Next Fiscal Year. The purchase order shall specify the availability of funds and the period for which funds are available.

b. All task orders are subject to the terms and conditions of the contract. In the event of conflict between a task order and the contract, the contract will take precedence.

4. PERFORMANCE OF SERVICES

a. The Contractor shall commence performance of services on the date agreed to by the

Contractor and the ordering activity.

b. The Contractor agrees to render services only during normal working hours, unless otherwise agreed to by the Contractor and the ordering activity.

c. The ordering activity should include the criteria for satisfactory completion for each task in the

Statement of Work or Delivery Order. Services shall be completed in a good and workmanlike manner.

d. Any Contractor travel required in the performance of IT/IAM Services must comply with the

Federal Travel Regulation or Joint Travel Regulations, as applicable, in effect on the date(s) the travel is performed. Established Federal Government per diem rates will apply to all Contractor travel.

Contractors cannot use GSA city pair contracts.

5. STOP-WORK ORDER (FAR 52.242-15) (AUG 1989)

(a) The Contracting Officer may, at any time, by written order to the Contractor, require the

Contractor to stop all, or any part, of the work called for by this contract for a period of 90 days after the order is delivered to the Contractor, and for any further period to which the parties may agree. The order shall be specifically identified as a stop-work order issued under this clause. Upon receipt of the order, the Contractor shall immediately comply with its terms and take all reasonable steps to minimize the incurrence of costs allocable to the work covered by the order during the period of work stoppage. Within a period of 90 days after a stop-work is delivered to the Contractor, or within any extension of that period to which the parties shall have agreed, the Contracting Officer shall either-

(1) Cancel the stop-work order; or

(2) Terminate the work covered by the order as provided in the Default, or the Termination for

Convenience of the Government, clause of this contract.

(b) If a stop-work order issued under this clause is canceled or the period of the order or any extension thereof expires, the Contractor shall resume work. The Contracting Officer shall make an equitable adjustment in the delivery schedule or contract price, or both, and the contract shall be modified, in writing, accordingly, if-

(1) The stop-work order results in an increase in the time required for, or in the Contractor's cost properly allocable to, the performance of any part of this contract; and

(2) The Contractor asserts its right to the adjustment within 30 days after the end of the period of work stoppage; provided, that, if the Contracting Officer decides the facts justify the action, the

Contracting Officer may receive and act upon the claim submitted at any time before final payment under this contract.

(c) If a stop-work order is not canceled and the work covered by the order is terminated for the convenience of the Government, the Contracting Officer shall allow reasonable costs resulting from the stop-work order in arriving at the termination settlement.

(d) If a stop-work order is not canceled and the work covered by the order is terminated for default, the Contracting Officer shall allow, by equitable adjustment or otherwise, reasonable costs resulting from the stop-work order.

6. INSPECTION OF SERVICES

In accordance with FAR 52.212-4 CONTRACT TERMS AND CONDITIONS--COMMERCIAL ITEMS

(MAR 2009) (DEVIATION I - FEB 2007) for Firm-Fixed Price orders and FAR 52.212-4 CONTRACT

TERMS AND CONDITIONS −COMMERCIAL ITEMS (MAR 2009) (ALTERNATE I − OCT 2008)

(DEVIATION I – FEB 2007) applies to Time-and-Materials and Labor-Hour Contracts orders placed under this contract.

7. RESPONSIBILITIES OF THE CONTRACTOR

The Contractor shall comply with all laws, ordinances, and regulations (Federal, State, City, or otherwise) covering work of this character. If the end product of a task order is software, then FAR

52.227-14 (Dec 2007) Rights in Data – General, may apply.

8. RESPONSIBILITIES OF THE ORDERING ACTIVITY

Subject to security regulations, the ordering activity shall permit Contractor access to all facilities necessary to perform the requisite IT/IAM Professional Services.

9. INDEPENDENT CONTRACTOR

All IT/IAM Professional Services performed by the Contractor under the terms of this contract shall be as an independent Contractor, and not as an agent or employee of the ordering activity.

10. ORGANIZATIONAL CONFLICTS OF INTEREST

a. Definitions.

“Contractor” means the person, firm, unincorporated association, joint venture, partnership, or corporation that is a party to this contract.

“Contractor and its affiliates” and “Contractor or its affiliates” refers to the Contractor, its chief executives, directors, officers, subsidiaries, affiliates, subcontractors at any tier, and consultants and any joint venture involving the Contractor, any entity into or with which the Contractor subsequently merges or affiliates, or any other successor or assignee of the Contractor.

An “Organizational conflict of interest” exists when the nature of the work to be performed under a proposed ordering activity contract, without some restriction on ordering activities by the Contractor and its affiliates, may either (i) result in an unfair competitive advantage to the Contractor or its affiliates or (ii) impair the Contractor’s or its affiliates’ objectivity in performing contract work.

b. To avoid an organizational or financial conflict of interest and to avoid prejudicing the best interests of the ordering activity, ordering activities may place restrictions on the Contractors, its affiliates, chief executives, directors, subsidiaries and subcontractors at any tier when placing orders against schedule contracts. Such restrictions shall be consistent with FAR 9.505 and shall be designed to avoid, neutralize, or mitigate organizational conflicts of interest that might otherwise exist in situations related to individual orders placed against the schedule contract. Examples of situations, which may require restrictions, are provided at FAR 9.508.

11. INVOICES

The Contractor, upon completion of the work ordered, shall submit invoices for IT/IAM Professional services. Progress payments may be authorized by the ordering activity on individual orders if appropriate. Progress payments shall be based upon completion of defined milestones or interim products. Invoices shall be submitted monthly for recurring services performed during the preceding month.

12. PAYMENTS

For firm-fixed price orders the ordering activity shall pay the Contractor, upon submission of proper invoices or vouchers, the prices stipulated in this contract for service rendered and accepted. Progress payments shall be made only when authorized by the order. For time-and-materials orders, the

Payments under Time-and-Materials and Labor-Hour Contracts at FAR 52.212-4 (MAR 2009)

(ALTERNATE I – OCT 2008) (DEVIATION I – FEB 2007) applies to time-and-materials orders placed under this contract. For labor-hour orders, the Payment under Time-and-Materials and Labor-Hour

Contracts at FAR 52.212-4 (MAR 2009) (ALTERNATE I – OCT 2008) (DEVIATION I – FEB 2007) applies to labor-hour orders placed under this contract. 52.216-31(Feb 2007) Time-and-Materials/Labor-

Hour Proposal Requirements—Commercial Item Acquisition. As prescribed in 16.601(e)(3), insert the following provision:

(a) The Government contemplates award of a Time-and-Materials or Labor-Hour type of contract resulting from this solicitation.

(b) The offeror must specify fixed hourly rates in its offer that include wages, overhead, general and administrative expenses, and profit. The offeror must specify whether the fixed hourly rate for each labor category applies to labor performed by—

(1) The offeror;

(2) Subcontractors; and/or

(3) Divisions, subsidiaries, or affiliates of the offeror under a common control.

13. RESUMES

Resumes shall be provided to the GSA Contracting Officer or the user ordering activity upon request.

14. INCIDENTAL SUPPORT COSTS

Incidental support costs are available outside the scope of this contract. The costs will be negotiated separately with the ordering activity in accordance with the guidelines set forth in the FAR.

15. APPROVAL OF SUBCONTRACTS

The ordering activity may require that the Contractor receive, from the ordering activity's Contracting

Officer, written consent before placing any subcontract for furnishing any of the work called for in a task order.

16. DESCRIPTION OF IT/IAM PROFESSIONAL SERVICES AND PRICING

a. The Contractor shall provide a description of each type of IT/IAM Service offered under Special

Item Numbers 54151S IT/IAM Professional Services should be presented in the same manner as the

Contractor sells to its commercial and other ordering activity customers. If the Contractor is proposing hourly rates, a description of all corresponding commercial job titles (labor categories) for those individuals who will perform the service should be provided.

b. Pricing for all IT/IAM Professional Services shall be in accordance with the Contractor’s customary commercial practices; e.g., hourly rates, monthly rates, term rates, and/or fixed prices, minimum general experience and minimum education.

The following is an example of the manner in which the description of a commercial job title should be presented:

EXAMPLE: Commercial Job Title: System Engineer

Minimum/General Experience: Three (3) years of technical experience which applies to systems analysis and design techniques for complex computer systems. Requires competence in all phases of systems analysis techniques, concepts and methods; also requires knowledge of available hardware, system software, input/output devices, structure and management practices.

Functional Responsibility: Guides users in formulating requirements, advises alternative approaches, conducts feasibility studies.

Minimum Education: Bachelor’s Degree in Computer Science

Terms and Conditions Applicable to Electronic Commerce and Subscription Services (Special Item Number 54151ECOM)

Includes value added network services, e-mail services, Internet access services, electronic subscription services, data transmission services, and emerging electronic commerce technologies.

NOTE: The Transactional Data Reporting (TDR) Rule requires vendors to electronically report the price the federal government paid for an item or service purchased through GSA acquisition vehicles. The TDR PILOT DOES NOT APPLY TO THIS SIN, EXCEPT if a TDR-covered SIN(s) is proposed as part of your total offering to GSA (e.g. offer 54151S and 7010). If both TDR and NON-TDR SINs are offered, then the entire contract is subject to TDR and the Price Reduction Clause (PRC) and Commercial Sales Practice (CSP) requirements are removed for the entire contract. If NON-TDR SIN(s) are offered only, then the offering will be subject to PRC and CSP.

NOTES: Electronic Commerce Services are not intended to supersede or be substituted for any voice requirements of FTS2001.

Please see the additional terms and conditions applicable to this Special Item Number (SIN) found in a separate attachment to the Solicitation. These terms and conditions do not contain specific and negotiated contractual language for this SIN. The Schedule contractor may have submitted additional information to complete the ‘fill-in” to the terms and conditions. The ordering activities shall request the Schedule contractors to submit these additional contract terms and conditions for this applicable SIN when responding to an order.

Ordering activities may request from Schedule contractors their awarded End Unser License Agreements (EULAs) or Terms of Service (TOS) Agreements, which will assist the ordering activities with reviewing the terms and conditions and additional products and service and prices which may be included.

Exception: According to SBA standards NAICS code 541519 has the dollar value standard of $27.5 million except if you are a Value Added Reseller (150 employee standard). For more information please visit http://www.naics.com/naicswp2014/wp-content/uploads/2014/10/2014-Size_Standards_Table.pdf http://www.naics.com/naicswp2014/wp-content/uploads/2014/10/2014-Size_Standards_Table.pdf

Sales: $224,474,817

Sales Period: October 1, 2015 to Sep 30, 2016

Cooperative Purchasing: Yes

Set Aside: No

FSC/PSC Code: D304

Maximum Order: $500,000

NAICS

Number Description Business Size

517110 Wired Telecommunications Carriers 1500 employees

517911 Telecommunications Resellers 1500 employees

517919 All Other Telecommunications $32.5 million

518210 Data Processing, Hosting, and Related Services $32.5 million

519130 Internet Publishing and Broadcasting and Web Search Portals 1000 employees

541519 Other Computer Related Services $27.5 million

Forrester Products and Solutions

Advisory

Forrester’s analyst advisory engagements can play a critical role in ensuring successful outcomes for your technology management or marketing and strategy initiatives. Advisory engagements are built on

Forrester’s consumer, buyer, market, and technology adoption insights. Expert analysts demonstrate how our research applies to your initiatives, providing best practices and a direct line of sight into emerging trends. Advisory engagements align to specific research themes, such as customer experience, big data, digital business, or mobile.

Advisory Forrester clients can purchase Service Units, which act as prepaid Forrester credits for conducting analyst advisory sessions. Service Units maximize the value of your relationship with

Forrester by applying our research to your specific situation through a retainer of prepaid analyst time.

As a Service Unit client, you will work with a program manager who will use their understanding of your business needs to identify, customize, and facilitate interactive sessions to address your pressing business challenges.

Flexible options are available for analyst advisory engagements, including full-day, half-day, and hourly advisory sessions for your internal — or external — audience. Sessions are conducted in person or virtually. Options include:

› Visioning: Forrester’s analysts are at the forefront of the areas that matter most to your organization.

Through an interactive session, Forrester’s thought leadership and deep market knowledge will help set the stage for your vision for the next three to five years and inspire action.

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Please see our website for more examples of Forrester’s advisory capabilities.

Pricing (each):

Advisory Day: $9,256.62

Advisory Call: $1,157.08

Service Unit: $115.71

Consulting Labor

Category Functionality Responsibility (Summary) Daily Rate

Consulting Day

Rate - Editor

The editor is responsible for the editing and production of final client materials.

$871.54

Consulting Day

Rate - Associate

Consultant

Consultants apply their skills and expertise in specific subject matter areas to help develop solutions to client needs. They are also responsible for overseeing day-to-day task management and creation of deliverables for specified client needs.

$1,359.60

Consulting Day

Rate - Consultant

Consultants are responsible for day-to-day task management and creation of deliverables for specified client needs.

$2,510.03

Consulting Day

Rate - Senior

Consultant

Senior Consultants apply their broad management skills and specialized functional and technical expertise to guide project teams in delivering client solutions or to manage the day-to-day operations. This individual organizes and assigns responsibilities to subordinates and oversees the assigned tasks.

$3,451.28

Consulting Day

Rate - Principal

Consultant

The Principal Consultant manages, plans and coordinates activities of projects. This individual reviews project proposals or plans to determine schedule, funding limitations, procedures for accomplishing projects, staffing requirements and allotment of available resources to various phases of projects. The Project Manager establishes work plans and coordinates staffing for each phase of project and arranges for recruitment or assignment of project personnel. The Project Manager identifies functional or cross-functional requirements and resources required for each task.

$4,392.54

Consulting Day

Rate - Vice

President

The Vice President has overall accountability for business solution programs. Vice Presidents may be responsible for product delivery and/or financial management of client engagements. A Vice President performs independent quality assurance reviews of program performance and deliverables.

They lend thought leadership to engagement teams in developing creative solutions to client problems.

$5,054.91

Consulting Day

Rate - Consulting

Director

The Consulting Director has overall accountability for business solution programs and oversees and manages multiple client relationships. Consulting Directors may be responsible for product delivery and/or financial management of client engagements. They lend thought leadership to engagement teams in developing creative solutions to client problems.

$5,473.25

Consulting Day

Rate - Analyst

The analyst has industry experience in the relevant subject matter. This individual will use subject matter expertise and/or industry focus expertise in fulfilling the interpreted customer

$5,717.28

Research

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Market Overviews provide an objective analysis and overview of technology providers.

Trends and Predictions give insight into how a technology, marketing, or strategy category will unfold.

Quick Takes analyze a significant market event, such as an IPO or a product announcement.

Consulting Labor

Category Functionality Responsibility (Summary) Daily Rate specification. The analyst provides thought leadership related to current and future customer plans with regard to the stated client need.

TechRadar™ is Forrester’s methodology to describe and plot a technology or process according to its ecosystem maturity, business value-add adjusted for uncertainty, and future trajectory. TechRadar helps clients develop a technology road map using objective analysis and perspectives.

Forrester Wave™ is our transparent and objective evaluation of providers in a software, hardware, or services market. It evaluates their market positions across Current Offering, Strategy, and

Market Presence. Forrester Wave reports and spreadsheets expose the criteria we use to grade the providers’ offerings and how we score and weight those criteria.

Analyst Inquiry enables clients to ask analysts questions related to our research during a 30-minute strategy session. Our thought leaders demonstrate how their research applies to your initiatives, providing insights that lead to greater confidence in your decisions.

A self-schedule tool is available.

Research Inquiry is available as an unlimited service to answer questions related to our written research. Within 36 hours, research specialists will help you locate the right pieces of research for your tactical or strategic issues.

Dedicated Client Relations Specialist: Each client receives a dedicated client relations specialist to manage research inquiries, briefings, and questions related to www.forrester.com.

Planned Research Tool: Clients can access a calendar of upcoming research on Forrester.com to plan for briefings and inquiries as well as to plan webinars around a major report release.

Dedicated Account Manager: Every Forrester client, regardless of size, receives a dedicated account manager to support their needs throughout their Forrester journey. This extends from Forrester

Research Member and Reader onboarding and ongoing questions on how Forrester can support your initiatives to partnership reviews.

Courtesy Views: Get more out of your membership by accessing up to 10 reports published to roles outside of your research subscription. For example, if you are a Business Technology Research client, you can access up to 10 reports published to corresponding Marketing & Strategy roles.

Courtesy Inquiries: Enhance your understanding by scheduling up to four Courtesy Inquiries to speak with a Forrester analyst outside of your research subscription. For example, if you are a Marketing &

Strategy Research client, you can schedule up to four 30-minute Analyst Inquiries with Business

Technology analysts.

Document Review is an Inquiry service for clients to receive feedback on business-technology-related or marketing and strategy-related RFPs, contracts, and strategy documents. With Age of the Customer

Research access, analysts provide reviews of these documents up to 20 pages.

Webinars are developed and led by our analysts, who focus on the key trends and technologies that affect your business. These interactive presentations are followed by an open forum for questions.

Events: A single ticket to a Forrester Event is also included in all orders with at least one Research

Member seat. These forums allow you to learn from thought leaders, hear from your peers, and engage with Forrester analysts.

Forrester.com is the central place to access and manage services, find and read research, schedule

Inquiries, and manage your account and personal preferences. Stay informed about the latest Forrester reports and Webinars by creating alerts based on your role or a custom term.

Forrester Reader for the iPad helps you quickly and easily find the latest reports, playbooks, charts and figures; save research to your personal reading list for offline reading; and share excerpts, charts, and report links.

Forrester Insights for the iPhone helps you access our research anytime, anywhere. In addition to intuitive search and a high-resolution display, the Forrester Insights app features a save function that syncs across web and mobile, share functionality to keep colleagues and teams up to date, and a way to connect with Forrester analysts to have your questions answered within one business day.

FORRESTER DECISIONS

Highly objective and rigorous, Forrester Decisions represents a new option for business and technology leaders who need help solving problems, making decisions, and taking action to deliver results. The portfolio combines research-based insights, models, tools and frameworks, and skill development training, all with hands-on guidance to ensure that you and your team apply best practices to your situation. Forrester Decisions is:

A blueprint to customer obsession. We know that customer obsession is the best path to effectively achieve mission objectives, drive constituent compliance, and improve employee engagement. Forrester Decisions services include signature customer obsession research and tools to make customer obsession a reality at your organization.

Built for you. Expressly built around a unique set of priorities representing your most pressing opportunities and challenges, Forrester Decisions is a foundational leap forward in Research and Advisory services. We created each priority based on hundreds of pieces of feedback from clients and potential clients.

On your side and by your side. Each Forrester Decisions Account includes Guidance sessions, event attendance, dedicated relationship management, and 50-minute guidance sessions from experts. Our team gets to know you and your business, providing thoughtful, timely guidance — from planning to strategy to execution — every step of the way to help you achieve your outcome.

Forrester Decisions clients benefit from saving time and money by engaging with the right service that provides actionable insights coupled with knowledge and advice from a world-class team of subject matter experts. This partnership develops critical skills that help you and your team accelerate your key initiatives. Forrester Decisions helps you:

• Stay ahead of changing constituent, employee, and market dynamics

• Set your strategy with leading research and insights

• Accelerate progress and de-risk decisions with best practices tailored to you and your organization

The Forrester Decisions research portfolio is structured to support leaders and team members in roles across technology, marketing & strategy, digital business, customer experience, product management, and vital front-office functions.

Each Forrester Decisions service brings together three powerful components to give you precisely what you need to make progress on your priorities and plan for the future:

Bold Vision:

Stay ahead of changing customer and market dynamics and plan for the future with leading research that includes:

Forrester’s Signature Research Themes provide forward-looking research on the major dynamics impacting all leaders, including customer obsession, future of work, future fit technology, trust, empowered buying, and sustainability.

Planning Guides help affirm budgeting and decision-making with data-driven, research-backed insights and guidance across technology and business functions. Forrester designs our guides to help you assess where you should invest, cut back, and where you have room to experiment.

Predictions give insight into how a technology, marketing, or strategy category will unfold in the year ahead. We produce our Predictions annually.

Market Forecasts highlight changing market trends, drivers, and threats to explain existing and future market dynamics covering retail, digital marketing, and device adoption and spending

Customer Data and Insights offer unique data snapshots on consumer and business buyers so you can better understand your customers.

Technology And Service Provider Landscapes Know when and why to invest in new technologies, understand the different categories, and evaluate potential partners to drive growth.

Includes Tech Tide™ Forrester’s methodology to describe and plot a technology or process according to its ecosystem maturity, business value-add adjusted for uncertainty, and future trajectory. Technology and Service Provider Landscapes help clients develop a technology roadmap using objective analysis and perspectives.

Curated Tools & Frameworks:

Empower your team to execute your vision with proven strategic models and plug-and-play templates specific to each Forrester Decisions service that include:

KPIs include the most critical metrics that leaders should measure and track.

Peer Benchmarks We offer unique peer benchmarks for each Forrester Decisions service. These

Benchmarks provide insight into operational metrics (metrics to help you understand how your peers are running their function) and performance metrics (metrics to help you understand business performance with customers or within a function). We design these benchmarks to help you perform competitively compared to the market and make a case for change and/or additional investment.

Maturity Assessments help you measure your current state so you can set realistic targets and determine if you have the right people, skills and technology to reach your objectives.

Strategic Models, Frameworks, Tools & Templates designed for each Forrester Decisions priority so that you can leverage proven best practices and assets and apply them to your specific context and needs.

Certification Courses are included as part of each Forrester Decisions service to quickly align your team on key concepts for Forrester vocabulary, frameworks, and tools—and it's all online in a convenient format. The courses use a micro-learning approach, combining short videos, podcasts, and mini-case studies. All clients get access to strategic leadership courses and courses specific to their service.

Forrester New Wave™ Evaluations provides a side-by-side comparison of top providers in an emerging market. The Forrester New Wave uses a transparent methodology to compare the players in an emerging software, hardware, or services market so our clients can make well-informed purchasing decisions.

Forrester Wave™ Evaluations are our transparent and objective evaluations of providers in a software, hardware, or services market. It evaluates their market positions across

Current Offerings, Strategies, and Market Presence. Forrester

Wave reports and spreadsheets expose the criteria we use to grade the providers’ offerings and how we score and weigh those criteria.

Customer Experience Index (CX Index™) is our proprietary customer experience measurement methodology that measures how successfully an organization delivers customer experiences that drive mission success. All

Forrester Decisions clients get access to our annual CX Index benchmark reports. This tool gives leaders the data and insights to assess their CX quality, understand how CX impacts advocacy, and prioritize CX initiatives, budgets, and investment decisions. Clients of the Customer Experience and

B2C Marketing Executive services can participate in an annual review of their individual CX Index results.

Hands-On Guidance:

Accelerate progress and de-risk decisions with best practices tailored to you and your team. Forrester promises to be on and by your side through guidance sessions with analysts, peer discussions, events, and more.

Forrester Decisions Guidance Sessions enable clients to ask Forrester analysts questions related to their most pressing issues through one-on-one engagements with a Forrester analyst to accelerate mission success. Guidance sessions are 30- or 50-minute sessions, depending on the nature of the need, and delivered by phone/video conference or a written email. Clients can use guidance sessions in several ways, including planning, problem-solving, process design, assessments, education, vendor insights, decision support, best practices, data and benchmarking, review, and providing feedback.

Research Requests are available as an unlimited service to answer questions related to our written research. Clients can submit their questions and will receive a response within two business days. A Customer Success Specialist will locate the most relevant published research for a client’s needs.

Document Review is a deliverable for clients to receive written feedback on strategic plans, org charts, messaging, tactics, RFPs, dashboards, strategy documents, and more. Analysts provide reviews of documents up to 20 pages via a guidance session.

Webinars. Our analysts develop and lead webinars focusing on key trends and technologies that affect your business. An open forum for questions follows these interactive presentations.

Events: All orders with at least one Leader or VIP seat include a Forrester event ticket. These forums allow you to learn from thought leaders, hear from your peers, and engage with Forrester analysts.

Peer Discussions allow you to meet with peers of similar backgrounds and experiences to share wins and lessons learned.

Dedicated Account Manager: Every Forrester client, regardless of size, receives a dedicated account manager to support their needs throughout their Forrester journey. This support extends from Forrester Research Member and Reader onboarding and ongoing questions on how

Forrester can support your initiatives to partnership reviews.

Client Relations Specialist: Each client receives access to client relations specialists to manage research inquiries, guidance sessions, briefings, and questions related to www.forrester.com.

Forrester Decisions offers our clients a tailored experience designed to help them make progress on their key priorities quickly and easily. There are several ways to access our research, including:

Share With Colleague allows the licensed user to share ten (10) separate documents from the content related to the functional discipline associated with their license with twenty-five (25) non-licensed individuals using the Share with Colleague function on Forrester’s website.

Courtesy Views: Get more out of your membership by accessing reports published to roles outside of your research subscription. For example, if you are a Technology Research client, you can access reports published to corresponding Customer Experience roles.

Courtesy Guidance Sessions allow you to attend five (5) separate guidance sessions with a Forrester analyst or subject matter expert to address questions that fall outside your core functional discipline and selected service.

Planned Research Tool: Clients can access a calendar of upcoming research on Forrester.com to plan for the briefings, inquiries, and webinars they may require around a major report release.

Forrester.com is the central place to access and manage services, find and read the research, schedule Inquiries, and manage your account and personal preferences. Stay informed about the latest

Forrester reports and Webinars by creating alerts based on your role or a custom term. Forrester clients need the flexibility to access insights on a desktop and mobile device, which is why we built our platform responsively. You can access all the latest research with the same great experience whether you’re logging in to Forrester.com on your computer or mobile device.

LEVELS OF SERVICE

There are multiple levels of service within the Forrester Decisions (FD) portfolio:

• Forrester Decisions VIP Leader License

• Forrester Decisions Leader License

• Forrester Decisions Team License

• Forrester Decisions Group Reader Access License

FORRESTER DECISIONS VIP LEADER (PART #FD_VIP)

Forrester Decisions VIP Leader provides a 1:1 relationship with a former executive who partners with you to provide ongoing advice and includes full-service access to research, tools, events, learning, data, and experts. Forrester Decisions VIP Leader membership includes the following:

› 1:1 Relationship with a Dedicated Executive Partner

› Two one-day strategy sessions

› One (1) VIP Event Ticket per license

› Forrester Decisions research content associated with the functional service selected

› Unlimited courtesy views

Curated tools and frameworks to help you and your team conquer priorities with proven models and plug-and-play templates.

› KPIs, benchmark data, assessments, data overviews, and data snapshots

› Strategic models, tools, and templates

› Forrester WaveTM and New WaveTM to guide and ensure confidence in your decisions

Forrester Decisions Bold Vision content made available to all Forrester Decisions license holders

› Signature theme research to align your organization around a shared vision for the future

› Customer insights

› Market forecasts, predictions, planning guides, technology, and service provider landscape research (Landscape, Tech Tide, Now Tech, New

Tech)

› Share reports with non-licensed colleagues (up to

10 reports)

Hands-on guidance

› Guidance Sessions to engage in deep-dive analyst sessions with subject matter experts focused on cross-functional priorities

› Executive Peer network and structured peer discussions

› Analyst webinars

› Document review

› Courtesy guidance sessions for hands-on…