ASSD_LOT2700000001_Direct Award Determination - WV Lottery - InfoTech Quote & Terms.pdf

Date Printed: Jul 13, 2026 Page: 1 FORM ID: WV-PRC-ASSD-002 2020/05

Department of Administration Purchasing Division 2019 Washington Street East Post Office Box 50130 Charleston, WV 25305-0130

State of West Virginia Agency Sole Source Determination

Info Technology

Proc Folder: 2015067 Reason for Modification:

Doc Description: Domain Advisory Membership - Security

Proc Type: Agency Sole Source

Date Issued Solicitation Closes Solicitation No Version

2026-07-13 2026-07-24 10:30 ASSD 0705 LOT2700000001 1

BID RECEIVING LOCATION

PURCHASING

LOTTERY

900 PENNSYLVANIA AVE

CHARLESTON WV 25302

US

VENDOR

Vendor Customer Code:

Vendor Name :

Address :

Street :

City :

State : Country : Zip :

Principal Contact :

Vendor Contact Phone: Extension:

FOR INFORMATION CONTACT THE BUYER

Thomas P Hymes 304-352-1831 thymes@wvlottery.com

Vendor Signature X FEIN# DATE

Date Printed: Jul 13, 2026 Page: 2 FORM ID: WV-PRC-ASSD-002 2020/05

All offers subject to all terms and conditions contained in this solicitation

ADDITIONAL INFORMATION

DIRECT AWARD DETERMINATION:

The West Virginia Lottery Commission has been requested to approve a Direct Award for Domain Advisory Membership - Security provided by INFO TECH RESEARCH GROUP INC, by the agency, the West Virginia Lottery.

Pursuant to WV Code 5A-3-10c, the Lottery Commission is attempting to determine whether the commodity or service is a direct award procurement.

Online responses have been prohibited for this solicitation, if you have questions contact the Buyer - Thomas Hymes - Thymes@wvlottery.com

See attached Direct Award Posting document for requirements for responding.

INVOICE TO SHIP TO

LOTTERY

PO BOX 2067

CHARLESTON WV 25327-2067

US

LOTTERY

900 PENNSYLVANIA AVE

CHARLESTON WV 25302

US

Line Comm Ln Desc Qty Unit Issue Unit Price Total Price 1 Domain Advisory Membership - Security

Comm Code Manufacturer Specification Model # 81112208

Extended Description:

AS PER ATTACHED QUOTATION

Unlimited Analyst Calls within the Security Domain of Research, Access to Security Diagnostic Survey Programs, and access to core research content across all role-based domains, Info-Tech Academy, and Online Learning Events

SCHEDULE OF EVENTS

Line Event Event Date 1 Direct Award Determination - Closes 7/24/2026 at

10:30am EDT 2026-07-24

Document Phase Document Description Page

LOT2700000001 Draft Domain Advisory Membership - Security

Rev. 1/11/2023

Exhibit B – VENDOR QUOTE (and scope of work if applicable)

West Virginia Lottery Service Proposal

Beth Legacy-Cole Member Services Director blegacy@infotech.com 1-888-670-8889 July 2, 2026

Hi Jonathan, 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 West Virginia Lottery.

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 West Virginia Lottery. Should you have questions at any time, please contact me directly at your convenience.

Sincerely, Beth Legacy-Cole Member Services Director blegacy@infotech.com 1-888-670-8889

Info-Tech Research Group Inc

3960 Howard Hughes Parkway Suite 500, Las Vegas, NV, USA 89169 infotech.com

Proposal prepared for:

Jonathan O'Quinn

West Virginia Lottery 900 Pennsylvania Ave, Charleston, West Virginia, United States 25302-3548

SERVICE AGREEMENT WITH INFO-TECH RESEARCH GROUP INC

Service Start Date: 7/31/2026 || Contract Length (months): 12 Contact: Jonathan O'Quinn

West Virginia Lottery

Products

Term 1: Jul 31, 2026 - Jul 30, 2027

Code Name List Unit Price Discount Net Unit Price Quantity Net Total

26-005-

SEC

Domain Advisory Membership - Security Unlimited Analyst Calls within the Security Domain of Research, Access to Security Diagnostic Survey Programs, and access to core research content across all role-based domains, Info-Tech Academy, and Online Learning Events

USD 15,314.86 USD 5,314.86

34.7%

USD 10,000.00 1 USD 10,000.00

Term 1 Total USD 10,000.00

Contract Total USD 10,000.00

All items stated on this document are in USD and is subject to applicable taxes.

Federal Acquisition Service Authorized Federal Supply Schedule FSS Price List (GSA) - GS-35F-298GA Payment Terms Prompt payment terms 0%, Net 30 days

Billing Frequency: Annual

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 July 30, 2026.

Please return this signed Service Agreement to Info-Tech by DocuSign, email blegacy@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.

Name _______________________________ Signature _____________________________

Title _________________________________ Date _________________________________

Sole Source – Sole Source Justification – Domain

Advisory Membership: Security

Info-Tech Research Group Inc.

Date: July 2, 2026

Point of Contact:

Andrew Smith

Manager, Bids & Contracts bids_contracts@infotech.com

1-888-670-8889

Info-Tech Research Group Inc.

3960 Howard Hughes Parkway, Suite 500

Las Vegas, NV, 89169

Info-Tech Research Group Inc. | Sole Source Document | MIST | Information Technology Services | July 2, 2026

ATTN: Jonathan O’Quinn

July 2, 2026

Re: Sole Source Justification – Domain Advisory Membership: Security

Dear West Virginia Lottery, This sole source justification demonstrates Info-Tech Research Group's ("Info-Tech") exclusive capability to meet West Virginia Lottery's needs for domain-specific security advisory services. Info-Tech is a sole source provider for the scope of services described herein; the specific combination of proprietary deliverables, curriculum, and delivery model described below is not available from any other single vendor.

Business Need

Organizations face persistent security risk amid accelerating technology change, staffing gaps, and fragmented decision-making:

• 88% of cybersecurity professionals say their organization has experienced at least one significant security consequence as a direct result of a skills shortage, and 95% of organizations report having at least one cybersecurity skill gap — a 5% increase from 2024 — with 59% citing those gaps as critical or significant (ISC2 2025 Cybersecurity Workforce Study).

• 53% of security professionals say silos weaken overall security posture, and 40% say IT teams don't understand their organization's risk tolerance (Ivanti, 2025; MIT Media Lab, 2025).

• IT teams act without the same risk awareness, context, or language that security teams rely on — driving preventable exposure across systems, processes, and access controls.

Addressing these challenges requires continuous access to expert guidance, data-backed diagnostics, and actionable research aligned to established frameworks (e.g., NIST, ISO) to fortify controls, secure endpoints, and minimize attack surface — while aligning to organizational risk tolerance.

Program Overview

The Domain Advisory – Security membership provides West Virginia Lottery’s designated Information

Security Officer with focused access to Info-Tech's security research and domain analysts. The membership is designed to support security strategy, governance, risk management, compliance alignment, security operations, and secure adoption of emerging technologies, including AI.

Key features include:

• Access to Domain Analysts: Unlimited phone access to subject matter experts within the Security domain.

• All Research & Tools: Full access to Info-Tech's complete library of research, blueprints, tools, and templates across all IT domains — including 450+ project blueprints and 1,000+ tools and templates.

• Domain-Specific Diagnostics: Access to diagnostics tailored to the Security domain to assess maturity, identify gaps, and guide improvement.

• Digital Learning & Events: Participation in domain-relevant roundtables, webinars, and Info-Tech

Academy courses.

Info-Tech Research Group Inc. | Sole Source Document | MIST | Information Technology Services | July 2, 2026

• Security Advisory Access specifically includes:

o Security Playbook o Security Risk, Strategy & Governance o Security Technology & Operations o Security Research Centers o Security-Specific Diagnostics: Security Governance & Management Scorecard, Business

Satisfaction & Alignment, and Process & Technology Effectiveness

• Contract Vehicle & Pricing (GSA SIN 54151S 26-005-SEC): $15,314.86 discounted to $10,000.00 via Info-Tech's Q4 promotion that expires on July 31st, 2026.

Sole Source Justification — The Info-Tech Difference

Based on a market review of available providers, West Virginia Lottery did not identify a single-vendor solution that combines all of the following in one integrated program:

• Proprietary research and frameworks: Info-Tech uniquely provides proprietary research blueprints, unlimited analyst advisory access, integrated benchmarking tools, and guided implementation models under a single subscription model. These services are not available from any other vendor or reseller.

• Unlimited, domain-specific advisory: The membership includes unlimited access to Analyst Calls within the Security Domain of Research, full access to diagnostic benchmarking programs, and a comprehensive core IT research library including tools, templates, and AI Marketplace.

• Data-backed diagnostics and ready-to-use deliverables: Security-focused diagnostics enable evidence-based prioritization, measurable improvements, and board-ready reporting customizable to

West Virginia Lottery's unique business needs.

• Technology Evolution & Annual Refresh: Info-Tech Research Group Inc. continuously updates its research, products, methodologies, and pricing on an annual basis to reflect emerging technologies, evolving cybersecurity threats, regulatory changes, and modern IT operating challenges — ensuring

West Virginia Lottery consistently receives the most current research and advisory services available.

• Lack of Acceptable Alternatives: No equivalent vendor offers the same combination of proprietary research, unlimited advisory services, benchmarking tools, and structured implementation support in a subscription format.

Replicating this scope of integrated services through multiple vendors would introduce additional cost, coordination complexity, and delivery risk that would not serve the best interests of West Virginia Lottery

Proven Results

Info-Tech's IT Security Governance & Management Diagnostic — a key component of the Domain Advisory

– Security membership — delivers measurable, documented outcomes for members:

• 9.3/10 Overall satisfaction

• 16.3 days saved on average

• $21,470 average U.S. dollar impact per engagement.

Info-Tech Research Group Inc. | Sole Source Document | MIST | Information Technology Services | July 2, 2026

Info-Tech helps CIOs, IT leaders, and organizations achieve measurable results and prepare for future challenges. Our research and advisory support is driven by best practices from industry peers. We offer over

450 DIY projects and process blueprints, along with thousands of trend reports, industry notes, reference architectures, toolkits, SoftwareReviews reports, benchmarking reports, IT policy templates, case studies, and videos.

Explore Info-Tech's Measured Value Reports (Measured Value | Info-Tech Research Group) for testimonials on how Info-Tech's services have driven ROI and facilitated improvements across various sectors

Sincerely, Andrew Smith Manager, Bids & Contracts bids_contracts@infotech.com 1-888-670-8889 Info-Tech Research Group Inc.

https://www.infotech.com/customer-reviews mailto:bids_contracts@infotech.com

Rev. 1/11/2023

Exhibit C – ADDITIONAL VENDOR DOCUMENTS

Info-Tech GSA Approved Terms of Use

Exhibit A

This document states the terms and conditions under which you may use this website and the Services, which are the property of Info-Tech Research Group Inc., (“Info-Tech”).

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

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

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

2. Copyright The Services are © Info-Tech Research Group Inc. All rights reserved.

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

User may use the Services solely for their own information purposes pursuant to the terms and limitations of the paid subscription. The User may download any of the Service’s tools or templates for their individual use, but may not dis-tribute any articles, tools, templates or blueprints internally, subject to the exceptions below.

Info-Tech is proud of and believes in the value of the Services it provides to Users. Info-Tech also appreciates referrals that Users generate by forwarding articles, tools and templates downloaded from the Services to non-Users. Info-Tech en-courages Users to forward copies of individual articles, tools, templates and blueprints contained in the Services to colleagues and others who may be interested lnfo-Tech’s Services in order for the recipient to evaluate lnfo-Tech’s Services (“Evaluation Copy”), provided all copyright, trademark and other notices are not altered or removed. For greater

Info-Tech GSA Approved Terms of Use

INFO-TECH RESEARCH GROUP AUTHORIZED FEDERAL SUPPLY SCHEDULE PRICE LIST

certainty, Users may forward Evaluation Copies of articles, tools, templates and blueprints contained in the Services to other non-User individuals both internal and external to the User’s organization strictly for the purpose of the recipient’s evaluation of lnfo-Tech’s Services and not for any other pur-pose or use.

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

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

Any other reproduction or dissemination of the Services in any form or by any means is forbidden without lnfo-Tech’s written permission, and without limiting the generality of the foregoing, the User will not:

a. record and re-transmit the Service over any network (including any local area network), except as otherwise stated above;

b. use any Service in any timesharing, service bureau, bulle-tin board or similar arrangement or public display;

c. post any Service to any other online service (including bulletin boards or the Internet);

d. sublicense, lease, sell, offer for sale or assign the Service;

or

e. use lnfo-Tech’s name or any excerpts from the Services in the promotion of its products or services.

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

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

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

By using lnfo-Tech’s research services, you agree that none of your User Submissions will:

• infringe on the intellectual property, trade secret, privacy, publicity, or other rights of others;

• contain false statements or misrepresentations that could damage Info-Tech or any third party;

• include obscene, libelous, defamatory, threatening, harassing, abusive, hateful, sexually explicit, sexually ori-ented, profane, or embarrassing material, as determined by Info-Tech in its sole discretion;

including, without limitation, addresses, phone numbers, email addresses, Social Security numbers, and credit card numbers;

• encourage or facilitate insider trading or anticompetitive behavior;

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

Although you are solely responsible for the content you pro-vide and we do not have a policy of reviewing or monitor-ing all User Submissions, we reserve the right to pre-screen and/or monitor User Submissions.

Info-Tech GSA Approved Terms of Use

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

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

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

(15) days following such disclosure by the Disclosing Party.

Information which is disclosed visually or in tangible form (whether by document, electronic media or other form) shall not be considered Confidential Information unless it is clear-ly marked as Confidential Information, whether disclosed orally, visually or in tangible form (whether by document, electronic media or other form). Information shall not be considered Confidential Information if such information is actually non-confidential:

• It was in the public domain at the time of communica-tion to the Receiving Party or is later placed in the public domain by the Disclosing Party;

• It entered the public domain through no fault of the Receiving Party subsequent to the time of disclosure hereunder to the Receiving Party;

• It was in the Receiving Party’s possession free of any obligation of confidence prior to disclosure hereunder; or

• It was developed by employees or agents of the Receiving Party independently of and without reference to any Confidential Information.

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

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

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

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

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

Info-Tech GSA Approved Terms of Use

7. [Reserved]

8. [Reserved]

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

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

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

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

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

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

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

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

7101-7109.

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

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

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

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

Info-Tech GSA Approved Terms of Use

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

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

15. Contact Information

CORPORATE COUNSEL

Toll-free (US): 1-888-670-8889 Toll-free (CAN): 1-844-618-3192 International: +1-519-432-3550

Info-Tech GSA Approved Terms of Use

U.S. General Services Administration

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

SCHEDULE Multiple Award Schedule (MAS)

LARGE CATEGORY Information Technology

SUBCATEGORY IT Services, IT Software

Professional Services OLM Order Level Materials

FCS/PSC CODE DA01 IT and Telecom - Business Application/Application Development Support Services (Labor)

7A21 IT and Telecom - Business Application Software (Perpetual License Software)

Pricelist current through Modification PO-0046 December 15, 2022

For more information on ordering from Federal Supply Schedules go to the GSA Schedules page at GSA.gov.

Info-Tech Research Group Inc.

3960 Howard Hughes Parkway, Suite 500, Las Vegas, Nevada 89169 | 1-888-670-8889, 702-446-3782 (Fax) | www.infotech.com

Business size: Large Business

Federal Supply Service Authorized Federal Supply Schedule Price List

Customer Information 3

About Info-Tech Research Group (ITRG) 5

GSA Offering – Service Levels 7 Service Levels GSA Rates Research Diagnostics & Workshops

Membership Features 19

Product & Feature Definitions 22

GSA Offering – Consulting 41 Labor Category Descriptions Experience/Education Substitution Methodology Labor Category GSA Rates

GSA Offering – Software Licenses 53

Service Level Details 54 Accessing Info-Tech Services Dedicated Account Management

Info-Tech GSA Approved Terms of Use 55

Info-Tech GSA Approved Privacy Policy 60 myPolicies GSA Approved Terms of Use 62

McLean & Company GSA Offering – Service Levels 67 Service Levels GSA Rates

McLean & Company Membership Features 78

McLean & Company Product Offering 79

McLean & Company GSA Approved Terms of Use 91

McLean & Company GSA Approved Privacy Policy 96

Customer Information

1 Awarded Special Item Number (SIN) SIN 511210 Software Licenses

SIN 54151S Information Technology Professional Services

OLM Order Level Materials

*Eligible for Cooperative Purchasing and Disaster Recovery

2 Maximum order $500,000.00

3 Minimum order $100.00

4 Geographic coverage (delivery area) Domestic delivery within 48 contiguous states, Alaska, Hawaii, Puerto Rico, Washington, DC, and US territories. Domestic delivery also includes a port or consolidation point, within the aforementioned areas, for orders received from overseas activities.

5 Point(s) of production London, Ontario, CANADA

6 Discount from list prices or statement of net price

GSA prices represent net price with discount included.

To view and order from the complete catalog of products available under this GSA Schedule, please search under our contract number at the GSA Advantage! website.

7 Quantity discounts None

8 Prompt payment terms 0%, Net 30 days

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

9 Foreign items All offerings are of Canadian origin.

10a Time of delivery 1-day ARO

10b Expedited delivery Not applicable

10c Overnight and 2-day delivery Not applicable

10d Urgent requirements Not applicable

11 FOB point(s) FOB destination

12a Ordering addresses Info-Tech Research Group Inc.

3960 Howard Hughes Parkway, Suite 500 Las Vegas, Nevada 89169

CUSTOMER INFORMATION

12b Ordering procedures 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.

13 Payment address Info-Tech Research Group Inc.

3960 Howard Hughes Parkway, Suite 500 Las Vegas, Nevada 89169

14 Warranty provision Refer to GSA Approved Terms of Use and Privacy Policy

15 Export packing charges Not covered on contract

16 Terms and conditions of rental, maintenance, and repair (if applicable)

Not applicable

17 Terms and conditions of installation (if applicable)

Not applicable

18a Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices (if applicable)

Not applicable

18b Terms and conditions for any other services (if applicable)

Not applicable

19 List of service and distribution points

20 List of participating dealers Not applicable

21 Preventive maintenance Not applicable

22a Special attributes such as environ-mental attributes (e.g., recycled content, energy efficiency, and/or reduced pollutants)

Not applicable

22b If applicable, indicate that Section 508 compliance information is avail-able on Electronic and Information Technology (EIT) supplies and ser-vices and show where full details can be found (e.g., contractor’s website or other location). The EIT standards can be found at: www.Section508.

gov/.

Not applicable

23 Unique Entity Identifier (UEI) number DUNS: 79692602

SAM UEI: NBLLT8K2SA48

24 Notification regarding registration in System for Award Management (SAM) database

Info-Tech Research Group is registered in SAM.gov.

CUSTOMER INFORMATION

About Us

Info-Tech Research Group (“Info-Tech” or “ITRG”) is a full-service IT research, advisory, and professional services firm, founded in 1997, with over 700 full-time employees.

Over 40,000 members from around the globe rely on Info- Tech’s practical approach and best-in-class research and services to help them navigate their complex IT and business issues.

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

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

Our Approach

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

Our Memberships

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

How We’ll Work With You

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

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

About Info-Tech Research Group (Info-Tech or ITRG)

ITRG Advantage

The following describes how Info-Tech provides unmatched services via our subscription offerings:

About Info-Tech

initiatives.

• Membership terms are designed to maximize usage and value.

ITRG’s GSA Offering

ITRG’s current GSA offering consists of the following:

edge, skills, and tools to deliver quality-driven value.

• Software Licenses – myPolicies is an online policy management and administration software that streamlines the creation, approval, distribution, and monitoring of corporate policies, procedures, and forms.

About Info-Tech

SIN MFR Part No. Product Group Product Name Product Description

Discount Price Offered to GSA (Including

IFF)

54151S 23-009 Executive & Leadership Service Levels

CIO Counselor Membership

Key Membership Features:

• A dedicated Executive Counselor to help you reach your goals and excel as a leader

(Online)

• IT Cost Analysis & Optimization roadmap focused on optimizing your IT Spending & Staffing (Onsite)

(1 additional)

are included

$93,803.53

54151S 23-008 Executive & Leadership Service Levels

Executive Counselor Membership

Key Membership Features:

• A dedicated Executive Counselor to help you reach your goals and excel as a leader

your career

(Online)

(1 additional)

$62,216.62

54151S 23-007 Executive & Leadership Service Levels

Counselor Membership

Key Membership Features:

included

$46,901.76

GSA Offering

– Service Levels (SIN 54151S) F23 Pricing

GSA Offering

– Service Levels

54151S 23-011 In-Depth Technical Advisory & Research

CFO Technology Counselor Membership

Key Membership Features:

• A dedicated CFO Technology Counselor with CFO and IT

Financial Management experience

With choice between:

• IT Spend & Staffing Benchmarking against industry peers (Online)

OR

• IT Cost Analysis & Optimization roadmap focused on optimizing your IT Spending & Staffing (Online)

$71,788.41

54151S 23-010 In-Depth Technical Advisory & Research

Technical Counselor Membership

Key Membership Features:

• IT role-specific professional development program with dedicated one-on-one Technical Counselors

$62,216.62

54151S 23-005 Executive & Leadership Service Levels

Advisory Membership

Key Membership Features:

• A Key Initiative Plan to ensure you get the most out of your membership

• Unlimited analyst calls to help you through your most challenging projects

$24,886.65

54151S 23-004 Small Enterprise Service Levels & Add Ons

Small Enterprise Advisory Membership

Membership Features:

• A Key Initiative Plan to ensure you get the most out of your membership

• Unlimited analyst calls to help you through your most challenging projects

or IT Vendor Negotiation engagement

• Access to Virtual Industry Roundtable & Networking

Engagements Only applicable to Small Enterprise Size Segmentation

$17,612.09

F23 Pricing

GSA Offering

– Service Levels

54151S 23-035 Team Service Levels & Add Ons

Industry Research & Advisory

• Unrestricted Access to industry-specific content and benchmarking for all members on Account

• Unlimited access to industry experts and advisory services tailored to your industry

Coverage includes:

Government, Professional Services, Financial Services, Retail & Wholesale, Professional Associations, Transportation & Warehousing, Gaming & Hospitalities, Media & Information, Arts & Entertainment, Manufacturing, Education, Healthcare, Utilities, Construction, Mining, Real Estate, Food & Beverage, Agriculture

$21,632.24

54151S 23-036 Small Enterprise Service Levels & Add Ons

Small Enterprise Industry Research & Benchmarking

• Unrestricted Access to Industry Industry-Specific Content and Benchmarking for All Members on Account

• Unlimited Access to Industry Experts and Advisory Services Tailored to Your Industry

Coverage includes:

Government, Professional Services, Financial Services, Retail & Wholesale, Professional Associations, Transportation & Warehousing, Gaming & Hospitalities, Media & Information, Arts & Entertainment, Manufacturing, Education, Healthcare, Utilities, Construction, Mining, Real Estate, Food & Beverage, Agriculture

Only applicable to Small Enterprise Size Segmentation

$5,982.37

54151S 23-030 Team Service Levels & Add Ons

Concierge Services

• Unlimited Access to 20+ High Impact, Pre-scoped Consulting Engagements. A Powerful Set of Quick Advisory Experience with Onsite or Online Delivery

$21,632.24

54151S 23-101 Team Service Levels & Add Ons

Team Membership

Key Membership Features:

• Unlimited access to all IT Project and Process Research methodologies

platform

$3,733.00

54151S 23-103 In-Depth Technical Advisory & Research

HIPO

Technology Team Membership

HIPO = High Potential. This is a bundle package of 10 seats.

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

Key Membership Features:

• Unrestricted access to all IT project and process research methodologies

platform

• Unlimited software selection content and reports

$22,015.11

F23 Pricing

GSA Offering

– Service Levels

54151S 23-012 In-Depth Technical Advisory & Research

HIPO

Technology Advisory Membership

HIPO = High Potential. This is a bundle package of 10 seats.

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

Key Membership Features:

• Unlimited access to analysts for IT Management &

Governance Process related topics

• Unrestricted access to all IT project and process research methodologies

platform

$64,130.98

54151S WSHOP23-

Workshop Add-Ons

Online Workshop Membership

5 Day Online Workshop to solve your most pressing problem.

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

Follows the rigorous methodology of our blueprints.

Delivery: Online Purchase: Annual subscription

$21,632.24

54151S WSHOP23-

Workshop Add-Ons

Standalone Online Workshop

5 Day Online Workshop to solve your most pressing problem.

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

Follows the rigorous methodology of our blueprints.

Delivery: Online Purchase: One-time

$24,886.65

54151S WSHOP23-

Workshop Add-Ons

Onsite Workshop Membership

5 Day Onsite Workshop to solve your most pressing prob-lem. Expert facilitators help you complete a key initiative, work through critical project deliverables, and train your team. Follows the rigorous methodology of our blueprints.

Excludes Travel

Delivery: Onsite Purchase: Annual subscription

$30,725.44

54151S WSHOP23-

Workshop Add-Ons

Standalone Onsite Workshop

5 Day Onsite Workshop to solve your most pressing prob-lem. Expert facilitators help you complete a key initiative, work through critical project deliverables, and train your team. Follows the rigorous methodology of our blueprints.

Excludes Travel

Delivery: Onsite Purchase: One-time

$33,979.85

F23 Pricing

GSA Offering

– Service Levels

54151S WSHOP23-

Small Enterprise Service Levels & Add Ons

Small Enterprise Workshop Membership

3-Day Analyst-Facilitated Workshop to help you complete your most critical project. Choose from a select catalog of workshops designed for the Small Enterprise.

Delivery: Online only Purchase: Annual subscription

$14,261.96

54151S WSHOP23-

Small Enterprise Service Levels & Add Ons

Small Enterprise Online Workshop (Standalone)

3-Day Analyst-Facilitated Workshop to help you complete your most critical project. Choose from a select catalog of workshops designed for the Small Enterprise.

Delivery: Online only Purchase: One-time

$16,367.76

54151S WSHOP23-

Workshop Add-Ons

Online Enterprise Workshop Membership

5 Day customizable Workshop to solve your most pressing problem. 7 Days of effective effort by Info Tech. Expert facilitators help you complete a key initiative, work through critical project deliverables, and train your team. Industry specialist available to ensure that the workshop deliverable is tailored for your business and industry. Final deliverable includes a boardroom ready executive presentation.

Delivery: Online Purchase: Annual subscription

$38,287.15

54151S WSHOP23-

Workshop Add-Ons

Standalone Online Enterprise Workshop

5 Day customizable Workshop to solve your most pressing problem. 7 Days of effective effort by Info Tech. Expert facilitators help you complete a key initiative, work through critical project deliverables, and train your team. Industry specialist available to ensure that the workshop deliverable is tailored for your business and industry. Final deliverable includes a boardroom ready executive presentation.

Delivery: Online Purchase: One-time

$44,030.23

54151S WSHOP23-

Workshop Add-Ons

Online to Onsite Workshop (Standalone) Upgrade

Upgrade a standalone online workshop to a standalone onsite workshop.

$9,093.20

54151S WSHOP23-

Workshop Add-Ons

Online to Onsite Workshop Membership Upgrade

Upgrade an online workshop membership to an onsite workshop membership.

$9,093.20

F23 Pricing

GSA Offering

– Service Levels

54151S 23-051 Cybersecurity Workforce Development Add-Ons

Cybersecurity Workforce Development

– Analysts

A 6-month expert-facilitated development program to devel-op critical cybersecurity skills missing within IT organiza-tions through a combination of live virtual lectures, practical exercises, and cyber range labs.