DOC1912071871.pdf

University of Nebraska Non-Competitive Procurement Documentation

RP-6.2.1.5.a requires small purchase procedures for purchases that equal or exceed the micro-purchase level and competitive proposals or bids for purchases of $250,000 or more. RP-6.2.1.5.b provides certain exceptions. This form must be approved by the Chief Procurement Officer for purchases of $250,000 or more where competitive proposals or bids are not obtained or by the Associate Chief Procurement Officer for small purchases where quotations are not obtained.

Requestor Name Requestor Email Non conflict statement: In accordance with RP-6.2.1.7, by submitting this form you affirm that you have no conflict of interest in the selection of this supplier, nor will you receive personal or financial benefit from this purchase.

Supplier Amount Contract, PR, or Invoice#

RP-6.2.1.5.b.1)iv Procurement by non-competitive proposals is procurement through solicitation of a proposal from only one source and may be used only when one or more of the following circumstances apply:

Select Circumstances for Procurement by Non-Competitive Proposals definitions for relevant capitalized terms are included on the following page

The Purchase of a unique Article or Service that is available only from a single source (without limiting the generality of the foregoing, examples include public utilities; books, periodicals, and other publications; and specially designed business, research, or scientific equipment and software). Unless an Article or Service is necessary for the operation of an existing Article or performance of an existing Service purchased by the University, a specification for a proprietary Article or Service does not justify a Purchase by noncompetitive proposal where there is more than a single source that can provide the Article or Service. See RP-6.2.1.5.b.1)iv.A.I; -6.2.1.5.b.1)iv.C.

The Purchase of an Article or Service that is necessary for the operation of an existing Article or performance of an existing Service purchased by the University. See RP-6.2.1.5.b.1)iv.A.II.

The Purchase is necessary to address an Emergency. See RP-6.2.1.5.b.1)iv.A.III.

The Purchase of Professional Services; provided, however, any contract for Licensed Professional Services, construction management, and design-build services shall be made in accordance with applicable law and Board of Regents policies. See RP-6.2.1.5.b.1)iv.A.IV; -6.2.1.5.b.1)iv.A.VII.

The Purchase is for maintenance or servicing of equipment made from the manufacturer of the equipment or the manufacturer's authorized service agent, where, in the judgment of the Authorized Signatory, such maintenance or service can be most effectively performed by the manufacturer or its authorized service agent.

See RP-6.2.1.5.b.1)iv.A.V.

The Purchase is to be made using federal funding and the federal awarding agency or pass-through entity expressly authorizes non-competitive proposals in response to a written request from the non-federal entity.

See RP-6.2.1.5.b.1)iv.A.VI.

This form must be accompanied by written justification for the non-competitive procurement from the requesting college, school, department, division, office, or other administrative subdivision.

Written Justification

Procurement Officer Approval Date

Andrew Buker abuker@nebraska.edu

Calero Software, Inc. $91,091.52 CRW38839

36 month extension of maintenance agreement for Calero which is used as the ITS billing system.

Calero does not use resellers and only sells direct.

12/05/25 | 14:43 CST

JCW

Definitions

“Article” means any item of personal property, including all materials, products, supplies, furniture, equipment, printing, stationery, technology, and all other chattels, goods, wares, and merchandise.

“Authorized Signatory” means any person delegated signature authority to approve and execute a Contract pursuant to RP-6.3.1.

“Consideration” means the benefit or value, whether by promise, performance, or forbearance of a specific act, each party to a Contract bargains for and/or receives or expects to receive when entering the Contract.

“Contract” means any written agreement for a stated Consideration between the University and one or more other parties, creating obligations that are legally recognizable or enforceable.

“Emergency” means an event or occasional combination of circumstances that calls for immediate action or remedy, pressing necessity, exigency, a sudden or unexpected happening, or an unforeseen occurrence or condition where it is in the public interest for the University to take action and includes, but is not limited to, situations where the University must act to (i) avoid the loss of life, health, safety, or property; (ii) respond to a natural catastrophe, such as a tornado, storm, flood, snowstorm, manmade disaster, war, act of or serious threat of terrorism, or pandemic or widespread disease; (iii) respond to time limits established by a person or agency external to the University; or (iv) obtain cost savings for the University where the time constraints of Competitive Procurement would eliminate the cost savings.

"Licensed Professional Services" shall mean those services within the scope of the practice of architecture, professional engineering, landscape architecture, or registered land surveying as defined by the laws of the state of Nebraska, or those performed by any architect, professional engineer, landscape architect, or registered land surveyor in connection with his or her professional employment practice.

“Professional Service” means any Service that requires special knowledge as distinguished from skills and (i) requires a license or other legal authorization as a condition precedent to the rendering of the Service or (ii) is commonly recognized as a professional service. Examples of Professional Services include, but are not limited to, accounting and auditing; actuarial; legal;

personnel; financial; computing; management; marketing; educational program planning or evaluation; insurance and risk management; hotel booking; or travel booking. Examples of skilled professions not considered Professional Services include, but are not limited to, construction trades, cleaning, equipment operations or repair, fire or security systems, furniture repair or installation, landscaping, locksmith, moving, storage, painting, pest control, vehicle repair or maintenance, waste removal, recycling, printing, or catering.

“Purchase” means (i) the process of acquisition of any Article by the University by transfer of ownership or by lease or license for a stated Consideration paid to a Contractor; (ii) a Contract for any Service, including any Professional Service, to be provided by any Contractor for a stated Consideration; or (iii) a Contract for any labor, material, or equipment for construction, repair, alteration, remodeling, renovation, or demolition of any University building or other improvement to Real Property to be provided by a Contractor for a stated Consideration.

“Service” means the rendering of time or effort of a Contractor whose purpose is to perform an identifiable task rather than to furnish an Article.

Procure-to-Pay

3835 Holdrege Street | Lincoln, NE 68583-0742 | 402.472.2126 nebraska.edu/p2p

University of Nebraska Contract Summary

CONTRACTOR/COMPANY INFORMATION

Supplier CALERO SOFTWARE LLC

***ACH***CALERO HOLDINGS INC

Contact Crystal Tofari

Sourcing Agent Alex Caruso Email Crystal.tofari@calero.com

REQUESTING DEPARTMENT

Participating Campuses

U- wide/UNOP

Administrative Unit/Dept.

Department Contact Andrew Buker – abuker@nebraska.edu

CONTRACT DESCRIPTION/INFORMATION

Contract Summary (brief description and/ or event name)

Amendment to extend subscription to Calero Pinnacle ITS billing system.

Contract Document Document Amt Total Amt Start Date End Date Notes

Master Agreement $135,000.00 $135,000.00 11/16/2016 6/30/2019

Amendment One $29,160.00 $164,160.00 6/27/2019 12/31/2022

Amendment Two $145,980.00 $310,140.00 1/1/2023 12/31/2025

Amendment Three $91,091.50 $401,321.50 1/1/2026 12/31/2028

COMPETITION/BID INFORMATION

Bid Number N/A

Competition NCPD Approved

Contract Information

N/A

INTERNAL USE ONLY

CW39450

SOW-25470-RN Page 1 of 1 Company Confidential

AMENDMENT 3 TO THE MAINTENANCE AGREEMENT

This Amendment (“Amendment”) amends the Maintenance Agreement, effective November 16, 2016 (along with all amendments executed from time to time, collectively, the “Agreement”), entered into by and between The Board of Regents of the University of Nebraska on behalf of the University of Nebraska Lincoln (“Customer”) and Calero Software, LLC (dba Calero) (“Supplier”, and together with Customer, collectively, the “Parties”). This Amendment shall become effective as of the date of the last signature hereto (“Amendment Effective Date”). Unless otherwise defined herein, capitalized terms used in this Amendment shall have the same meaning as those used in the Agreement. All changes described herein shall take effect from the Amendment Effective Date, unless specifically stated otherwise below.

WHEREAS, the Parties desire that certain terms and conditions be modified in or supplemented to the Agreement as agreed by the Parties; and

NOW, THEREFORE, the Parties agree that the following modifications and supplements are hereby made to the Agreement, and incorporated therein:

1. The term in Section 3. Term is hereby extended by thirty-six (36) months from January 1, 2026 through December 31, 2028 (the “Renewal Term”).

2. The monthly Fees in Section 4. Maintenance Fee shall be $2,530.32 per month.

3. All other terms and conditions shall remain in effect, unchanged.

This Amendment, in conjunction with the Agreement, constitutes the entire agreement between the Parties concerning the subject matter hereof. In the event of any conflict, ambiguity or inconsistency between the provisions of this Amendment and the Agreement, the provisions of the Amendment shall prevail. The remainder of the Agreement shall remain in full force and effect, unamended.

Calero Software, LLC The Board of Regents of the University of

Nebraska on behalf of the University of Nebraska Lincoln

By _________________________________ By _________________________________

Signature Signature

Printed Name Printed Name

Title _________________________________ Title _________________________________

Date Date _________________________________

Chief Financial Officer

12/05/25 | 12:15 PST

Darian Hong Jon C. Watts

Chief Operating Officer

12/05/25 | 14:45 CST

Procure-to-Pay

3835 Holdrege Street | Lincoln, NE 68583-0742 | 402.472.2126 nebraska.edu/p2p

University of Nebraska Contract Summary

CONTRACTOR/COMPANY INFORMATION

Supplier Calero Contact Alyssa Davis

Email Alyssa.davis@mdsl.com

REQUESTING DEPARTMENT

Participating Campuses

UNK, UNL, UNO

Administrative Unit/Dept.

ITS Telecom

Primary Contact Name

Dick Cassidy

Primary Contact Email dick.cassidy@nebraska.edu

CONTRACT DESCRIPTION/INFORMATION

Contract Summary (brief description and/ or event name)

NCPD and contracts for renewal for Managed Services and Maintenance support from supplier for existing ITS Billing System ($1,622/month – 36 mo. term) &

($2,433/month – 36 mo. term).

Purchase Category [[ Select the purchase category. ]]

Total Amount of Spend

$145,980 01/01/2023 12/30/2022

12:00 AM

End Date 12/31/2025 12:00

AM

BID INFORMATION

Bid Number

Competitive Review Findings

NCPD

Contract Information Maintenance and Managed Services contracts will be routed for signature

INTERNAL USE ONLY

Manual Routing Form

DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

University of Nebraska Non-Competitive Purchase Documentation

Board of Regents Policy 6.2.1.10 (b) provides that “except as otherwise provided in this purchasing policy, any purchase committing the University to an expenditure of $150,000 or more shall be made to the lowest responsible bidder.” Board of Regents Policy 6.2.1.7 provides that “If small purchase procedures are used, price or rate quotations must be obtained from an adequate number of qualified sources. There are exceptions allowed to this policy in 6.2.1.10 (f), which explains when competitive bidding is not required.

This form is designed to assist in complying with policy. It is to be used for purchases of $150,000 or more that are not competitively bid or small purchases where quotations are not obtained. It must be signed by the person seeking the non-competitive purchase, as well as the funding approver and returned to your campus procurement office or the Office of the Vice President for Business and Finance.

INSTRUCTIONS for Completion of this Form:

Please check the category below for which your particular transaction qualifies as a non-competitive purchase. The column § (subsection) refers to Board Policy 6.2.1.10 (f). Incomplete forms will be returned.

§ EXCEPTION TO COMPETITIVE PURCHASE

1. Purchase of unique or non-competitive articles or services (e.g., “Sole Source”). Without limiting the generality of the foregoing sentence, examples of unique or non-competitive articles and services are public utility services, regulated central office telephone services, books, pamphlets and periodicals, and specially designed business, research or scientific equipment and related software. This category of purchase shall be accompanied by a written justification from the requesting unit and must have the prior written approval by the principal business officer or their designee.

2. Contracts for professional services; provided, however, that any contract for architectural, engineering, land surveying or landscape architectural services shall be made in accordance with applicable law and Board of Regents policies requiring competitive negotiations for such services. “Professional Service” means (a) any type of service which requires a license or other legal authorization as a condition precedent to the rendering of the service, or (b) any other type of service commonly recognized as a professional service, including, but not limited to, accounting and auditing, actuarial, legal, personnel, financial, computing, management, marketing, educational program planning or evaluation, facilities planning or evaluation, insurance and risk management, or travel agency services. (See RP-6.2.1(4)(h))

3. Purchases necessary in emergency situations.

4. Contracts for maintenance or servicing of equipment with the manufacturer of the equipment or the manufacturer's authorized service agent, where in the judgment of the principal business officer such maintenance or service can be most effectively performed by the manufacturer or its authorized service agent.

5. Contracts on capital construction projects (a) for the services of a construction manager who may or may not at the discretion of the University also be engaged on the project as the general contractor or (b) for the services of a design/build contractor who will be engaged on the project to furnish design services by a qualified architect or engineer and to provide general contractor services; provided, the contracts shall be awarded in accordance with RP-6.3.7.

Additional Required Information:

Supplier Name: Amount of Purchase:

Description Supporting Non-Competitive Purchase Determination:

Check HERE if additional supporting documentation attached In accordance with Board of Regents Policy 6.2.1.16, Purchases Involving University Personnel, by signing below, you hereby affirm that you have no conflict of interest in the selection of this supplier, nor will you receive personal or financial benefit from this purchase.

Requestor’s Signature Requestor’s Name (Printed) Date

Funding Approver's Signature Funding Approver’s Name (Printed) Date

Submitted By (Procurement Services): Approved By:

Signature Date

Name (Printed): _________________________________ _____

Signature Date

Name (Printed): ______________________________________

Calero annual renewals for their Maintenance & Managed Services agreements. These can only be provided by the manufacturer Calero, and can not use any VAR

DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

Dick Cassidy 11/11/22 | 15:42 CST

Andrew Buker 11/11/22 | 15:49 CST

Robert Thompson

11/11/22 | 16:07 CST 11/18/22 | 14:54 CST

Chris Kabourek

Page 1 of 1 Calero Confidential

AMENDMENT 2 TO MAINTENANCE AGREEMENT

This Amendment 2 (“Amendment”) amends that certain Maintenance Agreement, effective November 16, 2016 (along with all amendments executed from time to time, collectively, the “Agreement”) entered into by and between The Board of Regents of the University of Nebraska on behalf of the University of Nebraska Lincoln (“Customer”) and Calero Software, LLC (dba Calero-MDSL) (“Calero”, and together with Customer, collectively, the “Parties”). This Amendment shall become effective as of the date of the last signature hereto (“Amendment Effective Date”). Unless otherwise defined herein, capitalized terms used in this Amendment shall have the same meaning as those used in the Agreement.

WHEREAS, the Parties desire that certain terms and conditions be modified in or supplemented to the Agreement as agreed by the Parties; and

NOW, THEREFORE, the Parties agree that the following modifications and supplements are hereby made to the Agreement, and incorporated therein, as of the Amendment Effective Date:

1. The term of the Agreement will be extended thirty-six (36) months through December 31, 2025.

2. The monthly maintenance fees will be $2,433.

Billing Contact Information

Name

Email

Phone Number

This Amendment constitutes the entire agreement between the Parties concerning the subject matter hereof.

In the event of any conflict, ambiguity or inconsistency between the provisions of this Amendment and the Agreement, the provisions of the Amendment shall prevail. The remainder of the Agreement shall remain in full force and effect, unamended.

11/18/22 | 12:47 PST

CFO

Brian Brady

Senior VP | CFO

11/18/22 | 14:54 CST

Page 1 of 1 Calero Confidential

AMENDMENT 2 TO MANAGED SERVICES AGREEMENT

This Amendment 2 (“Amendment”) amends that certain Managed Services Agreement, effective November 16, 2016 (along with all amendments executed from time to time, collectively, the “Agreement”) entered into by and between The Board of Regents of the University of Nebraska on behalf of the University of Nebraska Lincoln (“Customer”) and Calero Software, LLC (dba Calero-MDSL) (“Calero”, and together with Customer, collectively, the “Parties”). This Amendment shall become effective as of the date of the last signature hereto (“Amendment Effective Date”). Unless otherwise defined herein, capitalized terms used in this Amendment shall have the same meaning as those used in the Agreement.

WHEREAS, the Parties desire that certain terms and conditions be modified in or supplemented to the Agreement as agreed by the Parties; and

NOW, THEREFORE, the Parties agree that the following modifications and supplements are hereby made to the Agreement, and incorporated therein, as of the Amendment Effective Date:

1. The Term of the agreement shall be extended thirty-six (36) months through December 31, 2025.

2. The monthly managed services fees are as follows:

Monthly Managed Services Fees $1,622*

*Monthly fees are billed in advance

This Amendment constitutes the entire agreement between the Parties concerning the subject matter hereof.

In the event of any conflict, ambiguity or inconsistency between the provisions of this Amendment and the Agreement, the provisions of the Amendment shall prevail. The remainder of the Agreement shall remain in full force and effect, unamended.

11/18/22 | 12:47 PST

CFO

Brian Brady Chris Kabourek

Senior VP | CFO

11/18/22 | 14:54 CST

UNIVERSITY OF NEBRASKA

CONTRACT COVER SHEET

CONTRACT TYPE

EXPENDITURE

FEE-FOR-SERVICE

IT

OTHER

SUPPLIER NAME

DESCRIPTION OF

PURCHASE

TERM START AND END DATE

DOLLAR AMOUNT

BUYER NAME/OWNER

PURCHASED FOR

(DEPARTMENT)?

BID#

SOLE SOURCE

BOR REPORTABLE?

BOR DATE

RENEWAL REMINDERS TO:

NOTES:

COMMODITY TYPE

IANR BUSINESS CENTER

UNIVERSITY SIGNER

ZERO DOLLAR LEASE

Calero

Statement of work for professional services related to Calero software.

one time services

$29,160.00

Dick Cassidy

ITS - UNK campus

No

No

Scott Stremick

Approved by General Counsel, Audrey Polt.

Software services

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

Professional Services Agreement

SOW-15029-CH Page 1 of 4

Professional Services Agreement #2

Fees $29,160, invoiced upon Agreement Effective Date (as defined in section 1)

1. Engagement

The Board of Regents of the University of Nebraska on behalf of the University of Nebraska Lincoln (“Customer” or “Lincoln”) engages Calero Software, LLC (“Calero”) in this Professional Services Agreement #2

(“Agreement”) to perform services (“Services”) on behalf of University of Nebraska at Kearney (“Affiliate” or

“Kearney”) subject to the below terms and the terms of the Managed Services Agreement dated November

16, 2016, and any amendments thereto. The Agreement will be effective as of the date of signature of the last party hereto (“Agreement Effective Date”).

2. Services

The Services described in section 10 hereof (“Statement of Work”) will be performed by Calero for the fees specified above. Unless otherwise specified in the Statement of Work, the Services of Calero will be performed at Calero's offices. Calero will perform all Services in a professional and workmanlike manner. No

Services will be subcontracted without the prior written consent of Customer. Once Calero completes the tasks defined in Exhibit A, the Services will be deemed accepted.

The offer of Services contained in this SOW will expire if not accepted and signed by Customer within thirty

(30) calendar days of June 6, 2019 (“Offer Date”).

3. Fees

The fees for the Services to be performed by Calero are a fixed amount. Customer will reimburse Calero for amounts expended for travel and living expenses in accordance with the University of Nebraska-Lincoln

Travel Reimbursement Policy found at https://travel.unl.edu when Calero is required by Customer to perform

Services outside the area in which Calero's employees reside. Payment of fees and reimbursement of expenses will be made within thirty (30) days after the Customer receives Calero's invoice.

Does Customer require a purchase order to render payment to Calero? yes or 󠆢 no

Is Customer a tax-exempt organization? yes or 󠆢 no

If yes, Customer must provide a recent tax-exempt certification.

Billing Contact Information

Name Dick Cassidy

Email Dick.cassidy@nebraska.edu

Phone Number 402-472-6303

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

SOW-15029-CH Page 2 of 4

4. Compliance

Calero will comply with all applicable governmental safety, health and security regulations and the applicable regulations of Customer.

5. Proprietary Rights and Nondisclosure

The Services to be performed hereunder are in connection with the software (“Product”) owned by Calero and licensed to Customer pursuant to a separate software licensing agreement. As such, Calero shall have exclusive ownership rights to all work created under this Agreement, including without limitation all derivative works and all rights relating thereto, including the right to copyright. Customer, by signing this

Agreement, hereby assigns exclusive ownership rights to Calero. Calero agrees to allow any work created hereunder to be covered by the license previously granted to Customer with respect to the Product.

6. Independent Contractor

Customer acknowledges that Calero has been retained as an independent contractor and the employees of Calero will not be considered employees of Customer. Nothing herein will be construed as creating an employer-employee relationship or any partnership or joint venture between Customer and Calero. Calero will be responsible for the payment of all federal, state, and local taxes arising out of Calero's activities including, without limitation, social security taxes, unemployment insurance taxes, income taxes, and other payroll taxes.

7. Limitation of Liability

The fees to be charged reflect the following limitation of liability. Calero's liability, regardless of the form of action, will not exceed the fees to be paid by Customer hereunder. Any claim arising out of or in any way connected with this Agreement must be commenced within one (1) year from the date of Service completion. In no event will Calero be liable to Customer for indirect, special, consequential, or punitive damages incurred by Customer or any other person or organization including, without limitation, damages for delay, increased expenditures, increased operating costs, loss of revenues, profits, data or use, even if

Calero has been advised of the possibility of such damages. Calero will not be liable for any claim against

Customer by others.

8. Indemnity

Calero will hold Customer and its employees harmless from any damage, loss or liability, including the cost of defense, arising from the wrongful acts or omissions of Calero's employees during the performance of

Services pursuant to this Agreement causing death or injury to the employees or students of Customer or damage to the property of Customer. Calero will procure liability insurance in amounts satisfactory to

Customer to fulfill this indemnity obligation. This indemnity is the sole obligation of Calero with respect to any claim for damage, loss, or liability under this Agreement.

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

SOW-15029-CH Page 3 of 4

9. General

The provisions set forth in this Agreement supersede any prior communication, representation, understanding, or agreement with Customer or any representative of Customer. If any provision of this

Agreement is declared unenforceable, the unenforceability of the provision will not have any effect upon the other provisions. The provisions set forth herein will inure to the benefit of Customer and Calero and their successors and transferees and will be construed in accordance with the laws of the State of Nebraska.

No change will be made in any provision herein, nor any provision waived, without the prior written consent of Customer and Calero. Notwithstanding anything to the contrary contained herein, any provisions which, by their nature, are intended to survive any expiration or termination of this Agreement shall so survive, sections 5 through 10, inclusive.

10. Statement of Work

A. Calero will perform the tasks defined in Exhibit A.

B. Services will include preparation, meetings, specification writing and programming.

C. Services will include follow-up testing, customer acceptance upon completion of services outlined in Exhibit A. and consultation between Calero and Customer.

D. Onsite Services are subject to travel and living costs, billed as incurred.

E. Customer may, at any time prior to the Kickoff of Service(s), cancel any Service on written notice to Calero. No termination or cancellation fees shall apply if Calero receives Customer’s written notice prior to the Kickoff of the cancelled Service.

Calero Software, LLC The Board of Regents of the University of Nebraska on behalf of the University of Nebraska Lincoln

By By

Title Title

Date Date

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070

Kelly Hunt

EVP, Finance

6/26/2019

VP | CFO

Chris Kabourek

6/27/2019

SOW-15029-CH Page 4 of 4

Exhibit A

Calero will migrate Affiliate’s data and import into Customer’s environment. The business rule configuration boundaries are defined below.

Calero Customer

Schedule remote Customer requirements gathering meeting (“Kickoff”)

Invite appropriate resources to Kickoff meeting

Business Rule Configuration Boundaries

Management Module

Business Rule Parameter(s)

Solution Framework – Result of Consulting Services

Service Services Work with Customer to import in services from Kearney environment into Lincoln hosted environment (including any new service types, pools, service numbers)

Service Locations Work with Customer to import in service location from Kearney environment into Lincoln hosted environment (including any buildings)

Service Subscribers Work with Customer to import in subscribers from Kearney environment into Lincoln hosted environment (including any new subscriber groups)

Security Users Work with Customer to import in users from Kearney environment into Lincoln hosted environment

Security Filters Work with Customer to import in filters and assignments from Kearney environment into Lincoln hosted environment

Service Accounts Work with Customer to import in accounts from Kearney environment into Lincoln hosted environment

Service Charge Code Work with Customer to import in charge codes and pricing from Kearney environment into Lincoln hosted environment.

Review potential duplications and possible create subscriber group specific charges

Usage Landline Usage The system will be configured to automatically process raw CDR data from the University of Nebraska Kearney sources into the University (Lincoln) environment.

Usage Carrier Charges Create up to 2 new carrier files

Accounting G/L Feed Modify existing process within University of Nebraska Pinnacle Cloud instance to accommodate coding for campus differentiation

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

DocuSign Envelope ID: A9165105-7867-4EAF-8121-2F717ABDB070DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557

Certificate Of Completion Envelope Id: A916510578674EAF81212F717ABDB070 Status: Completed

Subject: Please DocuSign: Calero-UNK-ITS-06-2019

Source Envelope:

Document Pages: 28 Signatures: 2 Envelope Originator:

Certificate Pages: 6 Initials: 2 Jessica Mehrhoff

AutoNav: Enabled

EnvelopeId Stamping: Enabled

Time Zone: (UTC-06:00) Central Time (US & Canada)

1400 R St.

Lincoln, NE 68588

JESSICA.MEHRHOFF@UNL.EDU

IP Address: 129.93.128.220

Record Tracking Status: Original

6/26/2019 1:37:23 PM

Holder: Jessica Mehrhoff

JESSICA.MEHRHOFF@UNL.EDU

Location: DocuSign

Signer Events Signature Timestamp Kelly Hunt kelly.hunt@calero.com

EVP, Finance

Security Level: Email, Account Authentication (Optional) Signature Adoption: Pre-selected Style

Using IP Address: 216.169.84.80

Sent: 6/26/2019 4:13:15 PM

Viewed: 6/26/2019 8:11:28 PM

Signed: 6/26/2019 8:11:56 PM

Electronic Record and Signature Disclosure:

Accepted: 6/26/2019 8:11:28 PM ID: 93ab2264-f824-4e4a-b26b-2368f36e6ca8

Maggie C Witt maggie.witt@unl.edu

Director, Procurement Svcs

University of Nebraska

Security Level: Email, Account Authentication (Optional)

Signature Adoption: Pre-selected Style

Using IP Address: 174.71.81.90

Signed using mobile

Sent: 6/26/2019 8:11:58 PM

Viewed: 6/26/2019 9:11:11 PM

Signed: 6/26/2019 9:11:33 PM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Carol Kirchner ckirchner@nebraska.edu

Security Level: Email, Account Authentication (Optional)

Signature Adoption: Pre-selected Style

Using IP Address: 68.13.150.45

Signed using mobile

Sent: 6/26/2019 9:11:35 PM

Viewed: 6/26/2019 10:36:03 PM

Signed: 6/26/2019 10:38:34 PM

Electronic Record and Signature Disclosure:

Accepted: 6/26/2019 10:36:03 PM ID: f2ec1cea-740e-4364-95e7-9690bb706649

Chris Kabourek ckabourek@nebraska.edu

VP | CFO

University of Nebraska

Security Level: Email, Account Authentication (Optional)

Signature Adoption: Pre-selected Style

Using IP Address: 129.93.224.9

Sent: 6/26/2019 10:38:37 PM

Viewed: 6/27/2019 7:03:51 AM

Signed: 6/27/2019 7:05:08 AM

Electronic Record and Signature Disclosure:

Accepted: 2/11/2019 1:40:03 PM ID: 4d84c076-ffc6-423f-89cf-7e6271e5cdb5

In Person Signer Events Signature Timestamp

Editor Delivery Events Status Timestamp

Agent Delivery Events Status Timestamp

Intermediary Delivery Events Status Timestamp

Certified Delivery Events Status Timestamp

Carbon Copy Events Status Timestamp Amy Metzger ametzger@nebraska.edu

Assistant Director, IT Strategic Sourcing

Unviersity of Nebraska

Security Level: Email, Account Authentication (Optional)

Sent: 6/26/2019 1:42:31 PM

Viewed: 6/26/2019 3:05:46 PM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Christina McCoy christina.mccoy@calero.com

EVP, Finance

Security Level: Email, Account Authentication (Optional)

Sent: 6/26/2019 4:13:17 PM

Electronic Record and Signature Disclosure:

Accepted: 6/26/2019 4:12:27 PM ID: c1e12100-13ac-4336-9e70-1ffa8f130ce4

Megan Haberman mhaberman@nebraska.edu

University of Nebraska

Security Level: Email, Account Authentication (Optional)

Sent: 6/26/2019 10:38:36 PM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Megan Haberman mhaberman@nebraska.edu

University of Nebraska

Security Level: Email, Account Authentication (Optional)

Sent: 6/27/2019 7:05:10 AM

Viewed: 6/27/2019 8:10:50 AM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Dick Cassidy dick.cassidy@unl.edu

Security Level: Email, Account Authentication (Optional)

Sent: 6/27/2019 7:05:11 AM

Viewed: 6/27/2019 7:09:17 AM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Sue Cuddeback sue.cuddeback@unl.edu

University of Nebraska - Lincoln

Security Level: Email, Account Authentication (Optional)

Sent: 6/27/2019 7:05:12 AM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Carbon Copy Events Status Timestamp Scott Stremick scott.stremick@unl.edu

University of Nebraska - Lincoln

Security Level: Email, Account Authentication (Optional)

Sent: 6/27/2019 7:05:13 AM

Viewed: 6/27/2019 8:17:05 AM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Shannon Ehrisman sehrisman@nebraska.edu

Strategic Sourcing Specialist

University of Nebraska - Lincoln

Security Level: Email, Account Authentication (Optional)

Sent: 6/27/2019 7:05:13 AM

Viewed: 9/30/2019 9:51:19 AM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Paul Erickson perickson@nebraska.edu

Assistant Director; Enterprise Architecture

University of Nebraska Central Administration

Security Level: Email, Account Authentication (Optional)

Sent: 6/27/2019 7:05:14 AM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Chris Rich chris.rich@calero.com

Security Level: Email, Account Authentication (Optional)

Sent: 6/27/2019 7:05:15 AM

Viewed: 6/27/2019 7:35:41 AM

Electronic Record and Signature Disclosure:

Accepted: 6/26/2019 1:48:06 PM ID: 6bbe234e-c43c-43ff-956b-bf23ee88f1dd

Witness Events Signature Timestamp

Notary Events Signature Timestamp

Envelope Summary Events Status Timestamps Envelope Sent Hashed/Encrypted 6/27/2019 7:05:15 AM

Certified Delivered Security Checked 6/27/2019 7:05:15 AM

Signing Complete Security Checked 6/27/2019 7:05:15 AM

Completed Security Checked 6/27/2019 7:05:15 AM

Payment Events Status Timestamps

Electronic Record and Signature Disclosure

ELECTRONIC RECORD AND SIGNATURE DISCLOSURE

From time to time, Internet 2 OBO University of Nebraska - Lincoln (we, us or Company) may be required by law to provide to you certain written notices or disclosures. Described below are the terms and conditions for providing to you such notices and disclosures electronically through the DocuSign system. Please read the information below carefully and thoroughly, and if you can access this information electronically to your satisfaction and agree to this Electronic Record and

Signature Disclosure (ERSD), please confirm your agreement by selecting the check-box next to

‘I agree to use electronic records and signatures’ before clicking ‘CONTINUE’ within the

DocuSign system.

Getting paper copies

At any time, you may request from us a paper copy of any record provided or made available electronically to you by us. You will have the ability to download and print documents we send to you through the DocuSign system during and immediately after the signing session and, if you elect to create a DocuSign account, you may access the documents for a limited period of time

(usually 30 days) after such documents are first sent to you. After such time, if you wish for us to send you paper copies of any such documents from our office to you, you will be charged a

$0.00 per-page fee. You may request delivery of such paper copies from us by following the procedure described below.

Withdrawing your consent

If you decide to receive notices and disclosures from us electronically, you may at any time change your mind and tell us that thereafter you want to receive required notices and disclosures only in paper format. How you must inform us of your decision to receive future notices and disclosure in paper format and withdraw your consent to receive notices and disclosures electronically is described below.

Consequences of changing your mind

If you elect to receive required notices and disclosures only in paper format, it will slow the speed at which we can complete certain steps in transactions with you and delivering services to you because we will need first to send the required notices or disclosures to you in paper format, and then wait until we receive back from you your acknowledgment of your receipt of such paper notices or disclosures. Further, you will no longer be able to use the DocuSign system to receive required notices and consents electronically from us or to sign electronically documents from us.

All notices and disclosures will be sent to you electronically

Electronic Record and Signature Disclosure created on: 2/11/2019 12:44:07 PM Parties agreed to: Kelly Hunt, Carol Kirchner, Chris Kabourek, Christina McCoy, Chris Rich

Unless you tell us otherwise in accordance with the procedures described herein, we will provide electronically to you through the DocuSign system all required notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you during the course of our relationship with you. To reduce the chance of you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required notices and disclosures to you by the same method and to the same address that you have given

us. Thus, you can receive all the disclosures and notices electronically or in paper format through the paper mail delivery system. If you do not agree with this process, please let us know as described below. Please also see the paragraph immediately above that describes the consequences of your electing not to receive delivery of the notices and disclosures electronically from us.

How to contact Internet 2 OBO University of Nebraska - Lincoln:

You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies of certain information from us, and to withdraw your prior consent to receive notices and disclosures electronically as follows:

To contact us by email send messages to: todd.jensen@nebraska.edu

To advise Internet 2 OBO University of Nebraska - Lincoln of your new email address

To let us know of a change in your email address where we should send notices and disclosures electronically to you, you must send an email message to us at todd.jensen@unl.edu and in the body of such request you must state: your previous email address, your new email address. We do not require any other information from you to change your email address.

If you created a DocuSign account, you may update it with your new email address through your account preferences.

To request paper copies from Internet 2 OBO University of Nebraska - Lincoln

To request delivery from us of paper copies of the notices and disclosures previously provided by us to you electronically, you must send us an email to todd.jensen@nebraska.edu and in the body of such request you must state your email address, full name, mailing address, and telephone number. We will bill you for any fees at that time, if any.

To withdraw your consent with Internet 2 OBO University of Nebraska - Lincoln

To inform us that you no longer wish to receive future notices and disclosures in electronic format you may:

i. decline to sign a document from within your signing session, and on the subsequent page, select the check-box indicating you wish to withdraw your consent, or you may;

ii. send us an email to todd.jensen@nebraska.edu and in the body of such request you must state your email, full name, mailing address, and telephone number. We do not need any other information from you to withdraw consent.. The consequences of your withdrawing consent for online documents will be that transactions may take a longer time to process..

Required hardware and software

The minimum system requirements for using the DocuSign system may change over time. The current system requirements are found here: https://support.docusign.com/guides/signer-guide-signing-system-requirements.

Acknowledging your access and consent to receive and sign documents electronically

To confirm to us that you can access this information electronically, which will be similar to other electronic notices and disclosures that we will provide to you, please confirm that you have read this ERSD, and (i) that you are able to print on paper or electronically save this ERSD for your future reference and access; or (ii) that you are able to email this ERSD to an email address where you will be able to print on paper or save it for your future reference and access. Further, if you consent to receiving notices and disclosures exclusively in electronic format as described herein, then select the check-box next to ‘I agree to use electronic records and signatures’ before clicking ‘CONTINUE’ within the DocuSign system.

By selecting the check-box next to ‘I agree to use electronic records and signatures’, you confirm that:

You can access and read this Electronic Record and Signature Disclosure; and

You can print on paper this Electronic Record and Signature Disclosure, or save or send this Electronic Record and Disclosure to a location where you can print it, for future reference and access; and

Until or unless you notify Internet 2 OBO University of Nebraska - Lincoln as described above, you consent to receive exclusively through electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you by Internet 2 OBO University of Nebraska -

Lincoln during the course of your relationship with Internet 2 OBO University of

Nebraska - Lincoln.

DocuSign Envelope ID: 4E548B46-F83D-48AD-A167-E50187AD9557 https://support.docusign.com/guides/signer-guide-signing-system-requirements

Envelope Id: 4E548B46F83D48ADA167E50187AD9557 Status: Completed

Subject: Two Amendments to Pinnacle (Calero) Billing System - NU - ITS - 11092022

Source Envelope:

Document Pages: 38 Signatures: 8 Envelope Originator:

Certificate Pages: 7 Initials: 4 Julie Hopp

AutoNav: Enabled

EnvelopeId Stamping: Enabled

Time Zone: (UTC-06:00) Central Time (US & Canada)

1400 R St.

Lincoln, NE 68588 julie.hopp@nebraska.edu

IP Address: 129.93.161.222

Record Tracking Status: Original

11/9/2022 9:47:09 AM

Holder: Julie Hopp julie.hopp@nebraska.edu

Location: DocuSign

Signer Events Signature Timestamp Julie Dexter julie.dexter@nebraska.edu

Assistant Director, P2P Contracts

Board of Regents of the University of Nebraska

Security Level: Email, Account Authentication (Optional)

Signature Adoption: Pre-selected Style

Using IP Address: 134.238.164.171

Sent: 11/9/2022 2:46:44 PM

Resent: 11/10/2022 8:59:13 AM

Viewed: 11/11/2022 1:31:54 PM

Signed: 11/11/2022 1:33:47 PM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Dick Cassidy

DICK.CASSIDY@NEBRASKA.EDU

Manager Telecommunications

University of Nebraska

Security Level: Email, Account Authentication (Optional)

Signature Adoption: Pre-selected Style

Using IP Address: 50.226.87.107

Sent: 11/11/2022 1:33:51 PM

Viewed: 11/11/2022 3:42:05 PM

Signed: 11/11/2022 3:42:23 PM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Andrew Buker abuker@nebraska.edu

Asst. Vice President, Infrastructure Services

University of Nebraska

Security Level: Email, Account Authentication (Optional)

Signature Adoption: Uploaded Signature Image

Using IP Address: 174.198.65.139

Signed using mobile

Sent: 11/11/2022 3:42:28 PM

Viewed: 11/11/2022 3:49:15 PM

Signed: 11/11/2022 3:49:45 PM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Robert Thompson robertthompson@nebraska.edu

Senior Sourcing Agent

Security Level: Email, Account Authentication (Optional) Signature Adoption: Pre-selected Style

Using IP Address: 98.19.51.28

Sent: 11/11/2022 3:49:49 PM

Viewed: 11/11/2022 4:06:53 PM

Signed: 11/11/2022 4:07:07 PM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Signer Events Signature Timestamp Lynn McAlpine lynn.mcalpine@nebraska.edu

Assoc Chief Procurement Officer

University of Nebraska

Security Level: Email, Account Authentication (Optional)

Signature Adoption: Pre-selected Style

Using IP Address: 137.48.255.223

Sent: 11/11/2022 4:07:13 PM

Viewed: 11/11/2022 4:14:23 PM

Signed: 11/11/2022 4:15:17 PM

Electronic Record and Signature Disclosure:

Accepted: 7/25/2022 4:56:54 PM ID: 6b0b5095-353d-49b0-bc90-4a64ef6e0376

Doug Carlson dougcarlson@nebraska.edu

AVP & Chief Procurement Officer

University of Nebraska

Security Level: Email, Account Authentication (Optional)

Signature Adoption: Drawn on Device

Using IP Address: 129.93.161.218

Sent: 11/11/2022 4:07:14 PM

Resent: 11/15/2022 8:13:20 AM

Resent: 11/16/2022 8:37:54 AM

Resent: 11/16/2022 9:35:51 AM

Viewed: 11/17/2022 9:53:57 AM

Signed: 11/17/2022 9:59:53 AM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Carol A. Kirchner ckirchner@unomaha.edu

Vice Chancellor for Business & Finance

University of Nebraska at Omaha

Security Level: Email, Account Authentication (Optional)

Signature Adoption: Pre-selected Style

Using IP Address: 137.48.255.218

Sent: 11/17/2022 9:59:59 AM

Viewed: 11/17/2022 4:06:55 PM

Signed: 11/17/2022 4:10:41 PM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Brian Brady brian.brady@mdsl.com

CFO

Calero-MDSL

Security Level: Email, Account Authentication (Optional)

Signature Adoption: Pre-selected Style

Using IP Address: 45.46.219.216

Sent: 11/17/2022 5:07:36 PM

Resent: 11/18/2022 12:50:09 PM

Viewed: 11/18/2022 2:47:14 PM

Signed: 11/18/2022 2:47:28 PM

Electronic Record and Signature Disclosure:

Accepted: 11/18/2022 2:47:14 PM ID: ad2a2e6d-508e-473c-9be2-d601c79a9810

Chris Kabourek ckabourek@nebraska.edu

Senior VP | CFO

University of Nebraska

Security Level: Email, Account Authentication (Optional)

Signature Adoption: Pre-selected Style

Using IP Address: 129.93.161.221

Sent: 11/18/2022 2:47:36 PM

Viewed: 11/18/2022 2:52:57 PM

Signed: 11/18/2022 2:54:17 PM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

In Person Signer Events Signature Timestamp

Editor Delivery Events Status Timestamp

Agent Delivery Events Status Timestamp

Intermediary Delivery Events Status Timestamp

Certified Delivery Events Status Timestamp

Shanon Wright shanonwright@nebraska.edu

Sourcing Agent

University of Nebraska - Lincoln

Security Level: Email, Account Authentication (Optional)

Sent: 11/11/2022 1:33:51 PM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Alyssa Davis alyssa.davis@mdsl.com

Paralegal

Telesoft, LLC dba Calero-MDSL

Security Level: Email, Account Authentication (Optional)

Sent: 11/17/2022 5:07:41 PM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Megan Haberman mhaberman@nebraska.edu

University of Nebraska

Security Level: Email, Account Authentication (Optional)

Sent: 11/18/2022 2:47:33 PM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Megan Haberman mhaberman@nebraska.edu

University of Nebraska

Security Level: Email, Account Authentication (Optional)

Sent: 11/18/2022 2:54:24 PM

Electronic Record and Signature Disclosure:

Not Offered via DocuSign

Dick Cassidy

DICK.CASSIDY@NEBRASKA.EDU

Ma…