5001.03_Sole_Source_Letter_Facilitate.pdf

426 N. Hope Avenue, Santa Barbara, CA 93110 · +1 (805) 682-6939

January 25, 2024

Ref: FacilitatePro Software License

2024 Statement of Proprietary Software: This letter confirms that Facilitate.com is the sole source provider of the FacilitatePro software application. Both software and support must be purchased directly from Facilitate.com at the address provided herein. This software is proprietary to our corporation. It is a commercial off the shelf application that helps groups brainstorm, organize, and prioritize ideas to aid in decision-making.

Our full corporate name is McCall, Szerdy & Associates, Inc., DBA Facilitate.com. The company is located at 426 N. Hope Ave, Santa Barbara California 93110.

Facilitate.com does not maintain a reseller or business partner network for FacilitatePro sales, training or support.

The following documents are included:

• Copy of price list

• Copy of pricing as published on our web site at:

https://www.facilitate.com/pricing-facilitatepro-santa-barbara-facilitate-effective-group-collaboration

Annual License Fee & Technical Support: The FacilitatePro software license requires payment of an annual license fee (ALF) for continued use. This ALF includes all product upgrades, maintenance fixes and version releases. Technical support for the site administrator is reached by phone at 1-805-682-6939 and by email at getinfo@facilitate.com. Normal business hours are M-F 7 AM to 6 PM Pacific Time. other scheduled times are made available as needed.

If you need further information or have additional questions, please contact Danuta Charwat- McCall, Director of Client Services in our Santa Barbara Offices at 1-805-682-1148 or Danuta@facilitate.com.

Best regards, Michael R. McCall President, Facilitate.com

FacilitatePro Price Sheet

FacilitatePro Standard Internal Use License for Client’s Internal Server and Network A FacilitatePro internal use license supports an unlimited number of concurrent meetings, surveys and participants, running simultaneously in a secure data partition. Additional secure data partitions may be added to allow multiple departments, divisions or groups to exist completely independently and securely within a single copy of the software.

Annual License Fee (ALF) includes all maintenance releases and product upgrades.

Self-Hosted FacilitatePro v17 Small Business License 9,995 per year Standard Internal Use License Unlimited leaders with Basic access Unlimited participants and sessions 1 Secure Partition 25 Plus, Premium or Pro leaders

Self-Hosted FacilitatePro v17 Medium Business License $24,995 per year

Unlimited leaders with Basic access Unlimited participants and sessions 3 Secure Partitions 150 Plus, Premium or Pro leaders

Self-Hosted FacilitatePro v17 Enterprise License $49,995 per year

Unlimited leaders with Basic access Unlimited participants and sessions 15 Secure Partitions Unlimited Plus, Premium or Pro leaders

Additional Secure Data Partition $2,995 Additional Secure Data Partition + 25 leaders $3,900 Additional leaders (10) $1,200

FacilitatePro Yearly Support Contract $2,500 per year The yearly support contract is required and includes:

Access to FacilitatePro support via email or phone Expert support for facilitator

Expert support for facilitators, meeting design or software customization.

Up to 20 incidents at no additional charge Deep discounts on additional support incident packs

5 Incident Support Pack Clients with a yearly support contract $ 500 Clients without a yearly support contract $1,000

A technical support incident is one technical question, problem or issue that will be managed until resolution, regardless of the number of contacts (email or telephone) required. In some cases one email or phone call may include multiple incidents. These will be treated separately.

2 Day Custom On-site Training $4,995 This on-site training course can be customized to provide:

Introductory sessions of 1-2 hours In-depth facilitator training for Professional level facilitators Site administration and management Site customization Survey set-up and administration

Travel expenses for trainer not included and billed at actual or fixed cost.

FacilitatePro Software as a Service (SaaS) Secure access to your cloud-based meeting space for a continuous period of time

One day session (with one prep day) $500 Discounts available on pre-paid session packs of 5, 10 or 15

One week $1,250 Discounts available on pre-paid week packs of 3, 5 or 10

One month $3,000 6 months $6,000 One year $10,000

Other FacilitatePro Software Options

SSL certificate $1,000 Cloud hosting and administration, per year $10,000 Commercial License (for use with external organizations) special bid

Facilitate.com Consulting Services Facilitate.com provides expert facilitation and consultant resources to support you in the design, set up and running of meetings, projects and surveys.

Per hour for phone and email support $250 Per day for on-site facilitation and consultation (travel expense additional) $3,000 Two day, on-site advanced FacPro facilitator training $4,995 FacilitatePro training webinar for up to 15 participants, (includes hands-on $2,500 activity using the software) – each session 2 hours

For more information or a specific price quote, please contact:

Facilitate.com 1.805.682.6939 getinfo@facilitate.com

From Facilitate.com website https://www.facilitate.com/pricing-facilitatepro-santa-barbara-facilitate-effective-group-collaboration