CTR053238_-_IT_Advisory_Assessment_-_InfoTech_Pricing_Schedule_Amend_4.pdf

ALL OTHER REQUIREMENTS, SPECIFICATIONS, TERMS AND CONDITIONS REMAIN UNCHANGEDACKNOWLEDGEMENT

AND AUTHORIZATION

This amendment shall be fully executed upon the electronic approval in the State e-Procurement system by the

Procurement Officer or delegate.

Available online at app.az.gov 1 | P a g e

Contract Amendment Arizona Department of

Administration State Procurement Office

100 N. 15th Avenue, Suite 402 Phoenix, AZ 85007

Contract Number : CTR053238

APP Amendment #5

CONTRACTOR: STATE AGENCY:

InfoTech Research Group 345 Ridout Street North London, Ontario, Canada N6A 2N8

AZ Department of Administration (ADOA) State Procurement Office 100 N. 15th Ave., Ste. 402

Phoenix, AZ 85007

CONTACT: Chris Scott, Manager, Bids and Contracts CONTACT: Rana Schultz PHONE: (888) 670-8889 x2819 PHONE: (602) 542-2927 EMAIL: cscott@infotech.com EMAIL: Rana.Schultz@azdoa.gov

InfoTech Research Group

Pursuant to Section 2-D: Uniform Terms and Conditions, Section 5.0 Contract Changes, 5.1 Amendments, of the above referenced contract, it is hereby amended as follow:

1) In accordance with Section 2-C: Special Terms and Conditions, Section 11:0 General Provisions for Products, Section 11.7, Additional Products, The contract shall be amended to include the following changes:

NEW GSA Schedule as attached on the following pages.

ALL OTHER REQUIREMENTS, SPECIFICATIONS, TERMS AND CONDITIONS REMAIN UNCHANGED

* Please ensure all required Certificate of Insurance are updated and submitted to the State Procurement Office.

SIN PRODUCT

GROUP

PRODUCT

NUMBER

PRODUCT NAME PRICE DESCRPTION

54151S Executive & Leadership Service Levels

23-009 CIO Counselor Membership

$93,803.53

Key Membership Features:

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

• 4 full-day onsite/online counselor visits (2 additional days)

• Access to Industry Research & Advisory

• IT Spend & Staffing Benchmarking against industry peers (Online – flexibility to sub for workshop)

• IT Cost Analysis & Optimization roadmap focused on optimizing your IT Spending & Staffing (Onsite – flexibility to sub for workshop)

• IT Vendor Price Benchmarking & Negotiation for 4 contracts (1 additional)

• 1 additional Info-Tech LIVE ticket

• PLUS: All features of the Executive Counselor Membership are included

54151S Executive & Leadership Service Levels

23-011 CFO Technology Counselor Membership

$71,788.41

Key Membership Features:

• A dedicated CFO Technology Counselor with CFO and IT Financial Management experience

• 1 full-day onsite/online counselor visit

• IT Vendor Price Benchmarking & Negotiation for 3 contracts

• Unlimited Contract Review Service

• Access to Industry Research & Advisory

• One Info-Tech LIVE ticket

54151S Executive & Leadership Service Levels

23-008 Executive Counselor Membership

$62,216.62

Key Membership Features:

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

• 2 full-day onsite/online counselor visits (1 additional day)

• Unlimited access to Concierge Services

• 360° Personal Evaluation & Coaching Program to advance your career

• Boardroom-level communication support

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

• IT Vendor Price Benchmarking & Negotiation for 3 contracts (1 additional)

• Access to Industry Research & Advisory

• PLUS: All features of the Counselor Membership are included

Info-Tech Research Group Inc. State of Arizona Pricing and Products List

PRODUCT

NUMBER

PRODUCT NAME PRICE DESCRPTION

Info-Tech Research Group Inc. State of Arizona Pricing and Products List

54151S Executive & Leadership Service Levels

23-007 Counselor Membership

$46,901.76

Key Membership Features:

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

• 1 full-day onsite/online counselor visit

• Unlimited Software Selection Engagements

• 90-day “Follow-Me” Service for leaders in transition

• PLUS: All features of the Leadership Membership are included

54151S Executive & Leadership Service Levels

23-010 Technical Counselor Membership

$62,216.62

Key Membership Features:

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

• 2 onsite/virtual counselor working sessions

• IT Vendor Price Benchmarking & Negotiation for 3 contracts

• Unlimited Contract Review Service

• Unlimited access to Concierge Services

• One Info-Tech LIVE ticket

• 360° Personal Evaluation & Coaching Program

• Access to Industry Research & Advisory

54151S Executive & Leadership Service Levels

23-005 Advisory Membership

$24,886.65

Key Membership Features:

• An Executive Advisor and Key Initiative Plan to ensure you Get the most out of your membership

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

• Full access to all diagnostic benchmarking programs

• Access to Virtual Industry Roundtable Meetings

• One Info-Tech LIVE ticket

• One annual Software Selection Engagement

54151S

Advisory & Team Service Levels (Small Enterprise)

23-004 Small Enterprise Advisory Membership

$17,612.09

Membership Features:

• An Executive Advisor to ensure you get the most out of your membership

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

• Full access to all diagnostic benchmarking programs

• One annual Software Selection Engagement

• One Contract Review or Price Benchmarking & Negotiation engagement

• Access to Virtual Industry Roundtable & Networking Engagements

PRODUCT

NUMBER

PRODUCT NAME PRICE DESCRPTION

Info-Tech Research Group Inc. State of Arizona Pricing and Products List

54151S Advisory & Team Service Levels

23-035 Industry Research and Advisory

$21,632.24

• Access to industry-specific content and benchmarking

• Industry-specific advisory service included 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

54151S Advisory & Team Service Levels

23-030 Concierge Service $21,632.24

• Unlimited access to 20+ high-impact Concierge Services

• Accelerated 1-day consulting

• Engagements with onsite or online delivery

• Also available to Advisory & Team Services Levels (Small Enterprise)

54151S

Advisory & Team Service Levels (Small Enterprise)

23-036 Industry Research and Benchmarking (Small Enterprise)

$5,982.37

• Access to industry-specific content and benchmarking

• Industry-specific advisory service included 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

54151S Advisory & Team Service Levels

23-101 Team Membership $3,733.00

Key Membership Features:

• Unlimited role-based access to all research and project methodologies

• Access to the Info-Tech Academy online eLearning platform

• Unlimited software selection content and reports

• IT Leadership Development Certificate and Online Training Program

PRODUCT

NUMBER

PRODUCT NAME PRICE DESCRPTION

Info-Tech Research Group Inc. State of Arizona Pricing and Products List

54151S

HIPO

Membership

23-103 HIPO Technology Team Membership

$22,015.11

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

The HIPO Memberships are only available to members and prospects with an Executive Counselor Membership or CIO Counselor Membership. These memberships are intended to be sold to high-potential IT staff in the member organization to give them exposure to our content library. It should not be sold to an executive in the IT department.

Key Membership Features:

• Unrestricted access to all IT project and process research methodologies

• Unlimited access to our library of tools and templates

• Access to the Info-Tech Academy online eLearning platform

• Unlimited software selection content and reports

54151S

HIPO

Membership

23-012 HIPO Technology Advisory Membership

$64,130.98

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

The HIPO Memberships are only available to members and prospects with an Executive Counselor Membership or CIO Counselor Membership. 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

• Unlimited access to our library of tools and templates

• Access to the Info-Tech Academy online eLearning platform

• Unlimited software selection content and reports

• Access to Virtual Industry Roundtable Meetings

54151S Workshop Membership

WSHOP23-005

Online Workshop Membership

$21,632.24

5-Day Analyst-Facilitated Workshop to help you complete your most critical project.

Delivery: Online Purchase: Annual subscription

54151S Workshop Support

WSHOP23-006

Standalone Online Workshop

$24,886.65

5-Day Analyst-Facilitated Workshop to help you complete your most critical project.

Delivery: Online Purchase: One-time

PRODUCT

NUMBER

PRODUCT NAME PRICE DESCRPTION

Info-Tech Research Group Inc. State of Arizona Pricing and Products List

54151S Workshop Membership

WSHOP-007

Onsite Workshop Membership

$30,725.44

5-Day Analyst-Facilitated Workshop to help you complete your most critical project.

Delivery: Onsite Purchase: Annual subscription

54151S Workshop Support

WSHOP23-008

Standalone Onsite Workshop

$33,979.85

5-Day Analyst Facilitated Workshop to help you complete your most critical project.

Delivery: Onsite Purchase: One-time

54151S Workshop Support

WSHOP23-009

Online to Onsite Workshop (Standalone) Upgrade

$9,093.20

Upgrade a stand alone online workshop to a stand alone onsite workshop

54151S Workshop Support

WSHOP23-010

Online to Onsite Workshop Membership Upgrade

$9,093.20

Upgrade a stand alone online workshop to a stand alone onsite workshop

54151S Workshop Support

WSHOP23-001

Small Enterprise Workshop Membership

$14,261.96

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

54151S Workshop Support

WSHOP23-002

StandaloneSmall Enterprise Workshop

$16,367.76

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

54151S Workshop Support

WSHOP23-003

Online Enterprise Workshop Membership

$38,287.15

Customizable 5-Day Analyst-Facilitated Workshop to help you complete your most critical project.

Industry specialist available to ensure that the workshop deliverable is tailored for your business and industry.

Boardroom-ready final deliverable with formal deliverable review post-workshop.

7 days of effective effort by Info-Tech Delivery: Online Purchase: Annual subscription

PRODUCT

NUMBER

PRODUCT NAME PRICE DESCRPTION

Info-Tech Research Group Inc. State of Arizona Pricing and Products List

54151S Workshop Support

WSHOP23-004

Standalone Enterprise Online Workshop

$44,030.23

Customizable 5-Day Analyst-Facilitated Workshop to help you complete your most critical project.

Industry specialist available to ensure that the workshop deliverable is tailored for your business and industry.

Boardroom-ready final deliverable with formal deliverable review post-workshop.

Delivery: Online Purchase: One-time

54151S

Workforce Development Program & Coaching

23-051

Cybersecurity Workforce Development - Analysts

$9,093.20

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

Analyst program track features:

• Personalized Development Plan

• Development Scorecard

• Up to 5 practical deliverables customizable to operational use

• Focus on tactical cybersecurity implementation Delivery: Online, quarterly start dates

54151S

Workforce Development Program & Coaching

23-050

Cybersecurity Workforce Development - Leaders

$26,801.01

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

Leader program track features:

• Personalized Development Plan

• Development Scorecard

• Up to 5 practical deliverables customizable to operational use with hands-on support

• Focus on strategic cybersecurity business alignment, program management, and governance

• 1:1 Coaching with a dedicated Cybersecurity Advisor

• Security Leadership Playbook to become a world-class

CISO

• Custom Key Initiative Plan for maturing a security program Delivery: Online, quarterly start dates

54151S Executive & Leadership Service Levels

23-006-LEG

Legacy Leadership Membership

$26,801.01

Legacy Leadership Membership: Unlimited analyst calls, full diagnostic access, contract reviews, assigned Executive Advisor, 1 Software Selection Engagement per year.

Available for renewal only

PRODUCT

NUMBER

PRODUCT NAME PRICE DESCRPTION

Info-Tech Research Group Inc. State of Arizona Pricing and Products List

54151S MyPolicies MYP23-001 myPolicies Software Annual License – Small

$6,819.90 myPolicies software license use for small business

54151S MyPolicies MYP23-002 myPolicies Software Annual License - Medium

$13,256.93 myPolicies software license use for medium business

54151S MyPolicies MYP23-003 myPolicies Software Annual License - Large

$19,000.00 myPolicies software license use for large business

54151S

McLean’s Executive & Leadership Service Levels

M23-008 McLean Executive Counselor Membership

$50,251.89

A high-touchpoint, customized experience to help CHROs develop themselves and their teams while increasing personal and functional strategic impact. Receive 1:1 support from a highly experienced HR leader who has faced similar challenges.

Includes all features of the Leadership Membership PLUS:

• 2 remote or onsite full-day analyst visits

• Prescheduled and ad hoc calls to move your agenda forward

• Guidance to understand and prepare for boardroom-level challenges

• Fully personalized Leadership Development Accelerator Program

• Price Benchmarking & Negotiation (for select HR technology vendors)

• 90 Day “Follow-Me” Service

• Exclusive access to our annual HR Executive Peer Forum

• Additional event ticket: 1 Signature event ticket or 1 training program ticket (transferable) Each MLE account (>500 employees) requires a minimum of 2 Advisory/Leadership/ Counselor-level seats.

PRODUCT

NUMBER

PRODUCT NAME PRICE DESCRPTION

Info-Tech Research Group Inc. State of Arizona Pricing and Products List

54151S

McLean’s Executive & Leadership Service Levels

M23-006 McLean Leadership Membership

$22,302.27

Employ hands-on support to transform the HR department while developing your capacity as a strategic leader through personalized counseling and valuable peer networking opportunities.

Includes all features of the Advisory Membership PLUS:

• Dedicated Executive Advisor

• Quarterly Leadership Peer-to-Peer Roundtable (virtual)

• Contract review for HR technology

• Your choice of 1 Signature event ticket or 1 training program ticket (transferable)

• Full web content access Each MLE account (>500 employees) requires a minimum of 2 Advisory/Leadership/ Counselor-level seats.

54151S

McLean’s Executive & Leadership Service Levels

M23-005 McLean Advisory Membership

$16,176.32

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

The Advisory Membership includes:

• Dedicated Account Manager

• Unlimited advisory assistance

• Access to diagnostics*

• Full web content access

• Online eLearning Academy access

* Up to 500 employees are included as part of the employee lifecycle diagnostics for a single Advisory/Leadership/Counselor seat purchase. Each MLE account (>500 employees) requires a minimum of 2 Advisory/ Leadership/Counselor-level seats and each additional seat beyond the first two will cover an additional 2,000 employees per seat.

PRODUCT

NUMBER

PRODUCT NAME PRICE DESCRPTION

Info-Tech Research Group Inc. State of Arizona Pricing and Products List

54151S

McLean’s Executive & Leadership Service Levels

M23-003

McLean Team Seat (add-on to an Advisory/ Leadership/ Counselorlevel membership only)

$2,392.95

Full access to McLean’s online content and Academy courses. Can only be purchased as an add-on to an Advisory/Leadership/ Counselor-level membership.

54151S Workshop Support

WSHOPM23-

McLean Onsite Membership Add-Ons (per workshop with membership)

$26,896.73

Add an Onsite Workshop to a McLean membership to obtain our lowest Workshop prices.

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

54151S Fundamentals Cohort

M23T-003

McLean Management Fundamentals Online Training Course (one cohort with membership)

$27,949.62

Provide managers with the opportunity to study management concepts at their own pace, from the comfort of their home or office, over a multi-week period. McLean & Company facilitators guide live discussions with participants to deepen learning.

The Online Management Fundamentals Program spans 10 weeks, and each cohort can include up to 30 participants.

54151S Management Fundamentals Cohort

M23T-004

McLean Management Fundamentals Online Training Course (one cohort without membership)

$38,000.00

Provide managers with the opportunity to study management concepts at their own pace, from the comfort of their home or office, over multiple weeks. McLean & Company facilitators guide live discussions with participants to deepen learning.

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

PRODUCT

NUMBER

PRODUCT NAME PRICE DESCRPTION

Info-Tech Research Group Inc. State of Arizona Pricing and Products List

54151S Online Training Sessions

M23T-007

McLean Facilitated Remote Training

$6,030.23

Develop your managers with our varied, interactive, remote training sessions that are 3 hours each. A minimum of 5 up to a maximum of 15 participants are required.

Topics include:

• Lead Through Change

• Leading Hybrid Teams

• Build Key Resilience Behaviors

• Provide Impactful Feedback

• Adopt Inclusive Leadership Behaviors

• Give Effective Feedback & Coaching

• Build Data Literacy for HR

54151S Management Fundamentals Cohort

M23T-001

McLean Management Fundamentals Online Leadership Session (add-on to Management Fundamentals Cohort)

$4,498.74

This blended learning session helps managers of Management Fundamentals Online participants to become familiar with key concepts to support the development of their team members and sustain adoption of new behaviors.

This session cannot be sold separately.

54151S McLean elevate HR - Online

M23-900 McLean Elevate HR

- Online

$47,858.94 (per cohort)

Elevate HR is an interactive online program designed to develop strategic HR leaders by homing in on key competencies and leadership behaviors through expert facilitation, engaging activities, and peer learning. Private online cohort with up to 30 attendees.

54151S

McLean Remote Leadership Development Coaching

M23T-010

McLean Remote Leadership Development Coaching (up to 10 Leaders with membership)

$8,806.05

One-on-one coaching paired with our 360, Management Fundamentals, Elevate HR, or Engagement program. Each leader enrolled in the program receives 3 coaching sessions per year. The paired program must be purchased separately

PRODUCT

NUMBER

PRODUCT NAME PRICE DESCRPTION

Info-Tech Research Group Inc. State of Arizona Pricing and Products List

54151S

McLean Remote Leadership Development Coaching

M23T-011

McLean Remote Leadership Development Coaching (11 to 20 Leaders with membership)

$16,176.32

One-on-one coaching paired with our 360, Management Fundamentals, Elevate HR, or Engagement program. Each leader enrolled in the program receives 3 coaching sessions per year. The paired program must be purchased separately.

54151S

McLean Remote Leadership Development Coaching

M23T-012

Leadership Development Coaching (21 to 30 Leaders with membership)

$23,833.75

One-on-one coaching paired with our 360, Management Fundamentals, Elevate HR, or Engagement program. Each leader enrolled in the program receives 3 coaching sessions per year. Purchase of the paired program must be done separately.

54151S

McLean Remote Leadership Development Coaching

M23T-013

McLean Remote Leadership Development (Standalone

- Up to 10 Leaders without membership)

$11,007.56

One-on-one coaching paired with our 360, Management Fundamentals, Elevate HR, or Engagement program. Each leader enrolled in the program receives 3 coaching sessions per year. The paired program must be purchased separately.

54151S

McLean Remote Leadership Development Coaching

M23T-014

McLean Remote Leadership Development (Standalone

- 11 to 20 Leaders without membership)

$20,292.19

One-on-one coaching paired with our 360, Management Fundamentals, Elevate HR, or Engagement program. Each leader enrolled in the program receives 3 coaching sessions per year. The paired program must be purchased separately.

PRODUCT

NUMBER

PRODUCT NAME PRICE DESCRPTION

Info-Tech Research Group Inc. State of Arizona Pricing and Products List

54151S

McLean Remote Leadership Development Coaching

M23T-015

McLean Remote Leadership Development (Standalone

- 21 to 30 Leaders without membership)

$29,768.26

One-on-one coaching paired with our 360, Management Fundamentals, Elevate HR, or Engagement program. Each leader enrolled in the program receives 3 coaching sessions per year. The paired program must be purchased separately.

54151S Workshop Support

WSHOPM23-

McLean Remote Workshop Add-On Session (one add-on session with membership)

$7,274.56

Additional day of core workshop. Can be added to an existing Workshop only and not purchased as a standalone.

54151S Workshop Support

WSHOPM23-005

McLean Online Workshop Membership (per workshop with membership)

$17,803.53

Add an Online Workshop to a McLean membership to obtain our lowest Workshop prices.

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

54151S Workshop Support

WSHOPM23-008

McLean Onsite Workshop (Standalone)

$31,414.61

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

PRODUCT

NUMBER

PRODUCT NAME PRICE DESCRPTION

Info-Tech Research Group Inc. State of Arizona Pricing and Products List

54151S Workshop Support

WSHOPM23-006

McLean Online Workshop (Standalone)

$22,321.41

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

54151S Workshop Support

WSHOP

M23-005

WSHOP

M23-100

McLean Full Diversity, Equity, and Inclusion (DEI) Strategy Workshop Support (add-on to membership only)

$57,430.74

Receive support with building the organization’s DEI strategy. Purchased as an add-on to a McLean membership, DEI Strategy Workshop Support includes:

• Diagnostic Focus Groups

• Create a DEI Strategy Workshop

• DEI Governance Model Development

• Action & Communication Planning

• Employee Lifecycle Analysis