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Home My WebLink AboutAscendant/ClearPoinrt Strategy Management Group (2014) _ f''". �'��►r P��►��.��a��g►� .................................................................................................................................................................................................................................................................................................................................................................................... City of t?shkosh, Wisconsin ClearPoint Strategy Software 8c Support Agreement Ascendant Strategy Management Group is committed to helping the City of Oshkosh,WI(Oshkosh) develop and execute its strategy by providing access to the ClearPoint Strategy application.ClearPoint Strategy is a web-based strategy and performance management solution that will allow Oshkosh to track its objectives,measures,initiatives,and action items across the entire organization. In addition to providing the ClearPoint software application,Ascendant is committed to supporting Oshkosh with additional consulting,facilitation,system configuration,and training services as required. Use of ClearPoint Use of ClearPoint is governed through the license agreement. Each user has to confirm acceptance of the agreement upon login.It is posted here:https�/Iwww clearpointstrateq c�lpromo/support/ Software as a Service(Saa5)5oftware User Licenses Software-as-a-Service(SaaS) licenses allow named users to access the online version of ClearPoint hosted by Ascendant.This version of ClearPoint does not require Oshkosh to provide any additionat hardware or software infrastructure. The SaaS version of ClearPoint has a primary cluster of applications servers and a database server located in a SOC3 Certified Datacenter located in Delaware.The Delaware cluster synchronizes with a backup site in California and a transaction log of activities is saved every 15 minutes.A backup of the entire database is performed nightly.This combination of activities ensures security and uptime. The total amount for the licenses will be invoiced upon signing of the contract.Oshkosh has the option to add additional licenses at any time using the price list below.The price for additional licenses will be pro-rated to match the expiration date of existing licenses.Prices are in USD. Licensed users are able to make changes in the system.There is also the option to add an unlimited number of"Browser"users to the account for free."Browser"users are abfe to see the information in the account but they are not able to make any changes. Please see the user license price list on the following page. ........................................................................................................................................................................................................................................................................................................................................................................................ 75 Arlington Street,Sth Floor�Boston,Massachusetts 027 16•phone(866)568-0590•fax(617)848-2940 www.clearpointstrategy.com•Support@clearpointstrategy.com ClearPoint Strategy Proposal . . . . . . l . . . Browser Users(View Only) Free and Unlimited Free and Unlimited Up to 50 licensed users - $600 per user Per user for 51-100 licenses $30,000 plus$400 per user over 50 users Per user for 101-250 licenses $50,000 plus$250 per user over 100 users Per user for 251-500 licenses $87,500 plus $100 per user over 250 users Unlimited user license $150,000 - Oshkosh has asked for 5 licensed users and unlimited browsers. The price is below is for 5 months (Starting on Sept 1,2014) and will renew on January 1,2015 for a period of one year. . . . . . Browser Users(View Only) Free an Unlimited Free and Unlimited 5 licensed users $600 per user per year($250 for $1,000 4 months) Total License Price $1,000 Scorecard Setup Oshkosh is ultimately responsible for maintaining objectives, measures,and projects as well as data and updating details like descriptions,owner,target,data source,formula,charts and calculations. As a service,Ascendant can assist with initial configuration,organizational alignment,data entry, structuring Excel and Text file data imports and designing custom dashboards.This service is billed by the day and can be completed on-site or remotely. At this time Ascendant will not provide support for this effort. . . System configuration and $1,500 per day NA data entry Setup Total NA Training Ascendant can provide onsite training in both basic and advanced topics. The basic training is recommended for end users and the advanced is for administrators. On-site training topics are listed below. Oshkosh has chosen not to have onsite training. ........................................................................................................................................................................................................................................................................................................................................................................................ 75 Arlington Street,Sth Floor•Boston,Massachusetts 02116•phone(866)568-0590•fax(617)848-2940 www.clearpointstrategy.com•support@clearpointstrategy.com ClearPoint Strategy Proposal . � . � . - . . � . • Logging into ClearPoint • Managing user access rights • Changing your password • Aligning department scorecards • Accessing help • Configuring status indicators • Understanding reporting periods • Configuring reporting periods • Understanding "edit'vs.'update' • Configuring custom fields • Inline editing pros and cons • Defining and using fiscal years • Editing your scorecard • Changing page layouts • Using the HTML editor • Generating custom reports • Printing a page • Developing custom grid views • Exporting to Excel • Configuring measure series • Generating PDF briefing books • Using calculated fields • Configuring external data sources • Configuring projects and Gantt charts , . Training $1,500 per�/�day session NA Travel Expenses Billed at cost or estimated NA Training Total NA Suppor# ClearPoint licenses include basic support.Oshkosh also has the option to purchase"Premium Support"which allows licensed users to request and receive Help Desk support services from a qualified Technician or ClearPoint Engineerthroughout the year. All requests should be channeled through a designated Oshkosh support contact who will relay the questions to the ClearPoint Support Team to schedule phone,email,or screen sharing sessions as needed. Oshkosh expects to forego Premium Support at this time. � . . . . � . . . . . . . . Access to Support Forum Included Included Email Support 24-Hour Response 4-Hour Response Telephone Support Included � Video Screen-Sharing Support Included Dedicated Support Representative Included � ........................................................................................................................................................................................................................................................................................................................................................................................ 75 Arlington Street,Sth Floor•Boston,Massachusetts 02116•phone(866)568-0590•fax(67 7)848-2940 www.clearpointstrategy.com•support@clearpointstrategy.com ClearPoint Strategy Proposal Configuration Support Included Custom Field Support Included Calculated Field Support Included Report Layout Support Included Custom ChartTypes Time and Materials New Feature Requests Time and Materials . . Basic Support Complimentary - Premium Support $3,500 per designated support contact per year NA Additional Services Oshkosh also has the option of utilizing additional configuration,consulting and facilitation services from Ascendant.Ascendant has in-house ClearPoint development and integration expertise available as a service.Ascendant also offers consultants with extensive experience developing strategic plans and implementing scorecard management systems. � . Active Directory/ $500(for up to 250 Not Included LDAP Integration using Pingldentity users) Database Integration(Excludes specific query Time and Materials Not Included writing) SQL Queries Time and materials Not Included , Consulting Services Time and materials Not included Facilitation Services Time and materials Not included Services Total Not included ...................................................................................................................................................................................................................................................................................................................................................................................... 75 Arlington Street,Sth Floor•Boston,Massachusetts 02116•phone(866)568-0590•fax(617)848-2940 www.dearpointstrategy.com•support@dearpointstrategy.com ClearPoint Strategy Proposal Total Prite The following table includes the proposed deliverables and the pricing for each item. � • . . - � • . . . � . . ClearPoint SaaS Browse only users Free and Unlimited Free and Unlimited Software User 5 licensed users $1,000 $3,000 Licenses Scorecard Setup Not applicable Training Not applicable Premium Support Not applicable Total - $1,000 $3,000 Invoicing and Payment Licenses and Support will be billed annually and invoiced immediately following the execution of this contract.Training and Setup services will be invoiced upon completion. Changes and Renewa! Changes to this agreement may be made through standard written communications,including email, and invoicing is an acceptable way to extend the agreement. This agreement will expire on December 31,2015. Acceptance If the terms of this agreement are acceptable to you,please sign and return a copy of this agreement to Ted Jackson,Managing Partner,Ascendant Strategy Management Group. �a.-^� 4 � � � �� Q_��'� � August 26,2014 <w—�..._ Ted Jackson,Managing Partner Date Ascendant Strategy Management Group ` � � � � � � Au orized Agent ) J Da Ci of Oshkosh,WI � ........................................................................................................................................................................................................................................................................................................................................................................................ 75 Arling[on Street,Sth Floor•Boston,Massachuset[s 02116•phone(866)568-0590•fax(617)848-2940 www.clearpointstrategy.com•support@clearpointstrategy.com