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HomeMy WebLinkAbout2025-088-E-IT Dept-Info-Tech Research Group Inc-IT Strategy and planningRevised 01/24 NORTH CAROLINA CONTRACT AMENDMENT ORANGE COUNTY THIS CONTRACT AMENDMENT (“Amendment”) is made and entered into this 26th day of February, 2025 by and between ORANGE COUNTY (hereinafter referred to as “County”) and Info-Tech Research Group Inc. (hereinafter referred to as “Provider”). WITNESSETH: THAT WHEREAS, the County and Provider entered into a contract dated 29 May 2024, (hereinafter the “Original Agreement”), for the provision of services for continuation of data-driven programs to enable IT leaders to objectively measure success, develop an impactful IT strategy, and systematically improve performance ; and WHEREAS, the County and Provider desire to amend the Original Agreement while keeping in effect all terms and conditions of the Original Agreement not inconsistent with the terms and conditions set forth below. NOW THEREFORE, for and in consideration of the mutual covenants and agreements made herein, the parties agree to amend the Original Agreement as follows: 1. In order to ensure the completion of the Services identified in the term of the Original Agreement is amended to reflect an end date by which all Services shall be completed of May 30, 2026. 2. Exhibit A to the Original Agreement is amended by adding the following tasks and services to t he Services to be provided by the Consultant: additional year of data-driven programs for measuring success, developing impactful IT strategy and systematically improving performance. 3. Article 5, Section a is amended to reflect a maximum payable not-to-exceed amount of one-hundred-thirty- eight-thousand-one-hundred-seventy-five and 48/100 ($138,175.48) ($69,087.74 original contract + $69,087.74 this amendment per Attachment A). 4. Except for the changes made herein, the Original Agreement shall remain in full force and effect to the extent it is not inconsistent with this Amendment. In the event there is a conflict between the terms of the Original Agreement and the terms of this Amendment, this Amendment shall control. IN TESTIMONY WHEREOF, this Amendment has been executed by the parties hereto, as of the date first above written. ORANGE COUNTY PROVIDER ______________________________ __________________________________ Travis Myren, County Manager Ryan Huggett, General Counsel Docusign Envelope ID: 94CF90CD-E213-4486-8457-52DE84EC7DC0 2/26/20252/27/2025 Revised 01/24 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: Info-Tech Research Group Inc. Vendor Contact Person: Ryan Huggett Phone: 888-670-8889 x2691 Address: 3960 Howard Hughes Pkwy, Suite 500 City Las Vegas State: NV Zip: 89169 Department: IT Amount: $69,087.74 Purpose: IT strategy and planning Budget Code(s): 10315020-630000 Vendor # 68533 Vendor Status with NCSOS: Current - Active Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: 29 May 2024) (Most Recent Amendment ) Effective Date 26 February 2025 End Date 30 May 2026 Notice Date (Notice Purpose ) Award Approved by Board (Agenda Date: ); Made or Administered by Signature Authority - BOCC Express Delegation (Agenda Date: ) - Policy 9.4: Under $5,000; Service Under $90,000; Construction Under $250,000 - Budget Policy Section XV (Capital Improvement Project: ) Bidding Informal Bidding ($30k-$90k); Formal RFP ($90k+); Other (<$30k); Exception(# ) Department Affirmation This agreement is approved as to technical form and content and I as Department Director affirmatively state work on this pro ject has not been initiated prior to execution of the agreement. This agreement is approved as to technical form and content. Services related to this agreement have already begun or been completed. Description of the nature of the emergency condition that was addressed: Department Director’s Signature ________________________________________ Date: ________ Information Technologies This agreement has been reviewed and is approved as to information technology content and specifications: Office of the Chief Information Officer___________________________________ Date: ________ Inapplicable because no hardware/software purchases or related services Risk Management This agreement is approved for sufficiency of insurance standards, specifications, and requirements: Office of the Risk Management Officer ___________________________________ Date: _________ Financial Services This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: Office of the Chief Financial Officer ____________________________________ Date: _________ Legal Services This agreement is approved as to legal form and sufficiency: Office of the County Attorney __________________________________________Date: ________ Clerk to the Board All Docusign contracts must be copied to the Clerk upon completion: occlerkdocs@orangecountync.gov The following signature block is for hard copies only and is no t required for Docusign contracts: Received for record retention: Office of the Clerk to the Board __________________________________________Date:_________ Docusign Envelope ID: 94CF90CD-E213-4486-8457-52DE84EC7DC0 2/26/2025 2/26/2025 2/27/2025 2/27/2025 2/27/2025 Revised 01/24 Docusign Envelope ID: 94CF90CD-E213-4486-8457-52DE84EC7DC0 Orange County Government Service Proposal Jess Bell Associate Member Services Director jbell@infotech.com 1-888-670-8889 ext.3138 February 11, 2025 Page 1 of 4 Attachment A Docusign Envelope ID: 94CF90CD-E213-4486-8457-52DE84EC7DC0 Hi Robert, On behalf of our entire team at Info-Tech Research Group, I am pleased to present this proposal for IT Research and Advisory services to you and your IT department at Orange County Government. Info-Tech's IT Research and Advisory membership provides you with access to our powerful diagnostic tools and key research to help you systematically improve your IT department’s performance. To help you maximize the impact of your membership, we also provide an unmatched level of member service. I welcome the opportunity to work with you and your IT executives at Orange County Government. Should you have questions at any time, please contact me directly at your convenience. Sincerely, Jess Bell Associate Member Services Director jbell@infotech.com 1-888-670-8889 ext.3138 Info-Tech Research Group 3960 Howard Hughes Parkway Suite 500, Las Vegas, NV, USA 89169 infotech.com Proposal prepared for:   Robert Reynolds Orange County Government 208 S Cameron St, Hillsborough, North Carolina, United States  27278-2505 Page 2 of 4 Docusign Envelope ID: 94CF90CD-E213-4486-8457-52DE84EC7DC0 SERVICE AGREEMENT WITH INFO-TECH RESEARCH GROUP Service Start Date: May 30, 2025 || Contract Length: Please see Quote Terms Contact: Robert Reynolds Orange County Government Product Bundle Options Description Quantity Subtotal Discount Total SE Core Membership See below for your selected bundle products 1.00 Counselor Membership Dedicated Executive Counselor, Unlimited IT Vendor Price Benchmarking, IT Vendor Negotiation Assistance for 2 contracts, Unlimited IT Contract Review Services 1.00 $49,339.11 $6,618.15 $42,720.96 Team Membership Access to core research content - project blueprints, Info-Tech Academy, online Leadership training, software selection content, tools and templates library 1.00 $4,243.16 $572.37 $3,670.79 Industry /SE Deep Insights Tailored To Your Industry 1.00 $6,710.12 $6,710.12 $0.00 Online Workshop Membership 5-Day Online Virtual Workshop to solve your most pressing problem 1.00 $22,695.99 $0.00 $22,695.99 Total Discounts:$13,900.64 Total:$69,087.74 All items stated on this document are in USD and is subject to applicable taxes. Page 3 of 4 Docusign Envelope ID: 94CF90CD-E213-4486-8457-52DE84EC7DC0 Federal Supply Service Authorized Federal Supply Schedule Price List (GSA) - GS-35F-298GA Payment Terms: Prompt payment terms 0%, Net 30 days Unless otherwise stated, consulting and workshop engagements do not include travel and expenses, which will be charged in addition to the fees listed. Workshops purchased as part of membership expire without refund or credit at the end of the membership period covered by the purchase. Workshops purchased outside membership expire without refund or credit 1-year after purchase. Please work with your member services representative to select and schedule workshops prior to expiration. Subject to applicable taxes. If your company is tax exempt, please provide a valid tax exemption certificate with the signed proposal. This Service Agreement is subject to the terms of the Federal Supply Schedule for Info-Tech, available online, including s 552.238-114 (Use of Federal Supply Schedule Contracts by Non-Federal Entities) of the GS-35F-298GA Contract Clause Unless agreed to in writing, any customer terms, including purchase order terms and conditions, are of no force or effect. By signing this Service Agreement, you agree to pay the fees set out herein annually for the term indicated. This proposal has a definite expiry date of March 13, 2025. Please return this signed Service Agreement to Info-Tech by DocuSign, email jbell@infotech.com or fax (1-519-432-2506). Please include PO if required. Thank you for your business! _________________________________________________________________________________________________________________ The signature below affirms your commitment to pay for the services ordered in accordance with the terms of this Service Agreement and the GSA Approved Terms of Use. If you are tax exempt, please provide tax exemption certificate. Term Number Invoice Date Invoice Amount Term Start Date Term End Date Notes 1 May 30, 2025 $69,087.74 May 30, 2025 May 30, 2026 1 year SE Core + workshop membership Name _______________________________ Signature _____________________________ Title _________________________________ Date _________________________________ Page 4 of 4 Docusign Envelope ID: 94CF90CD-E213-4486-8457-52DE84EC7DC0 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 5/9/2024 Arthur J.Gallagher Risk Management Services,LLC 201 E 4th Street Suite 625 Cincinnati IL 45202 certrequests@ajg.com 513-421-6515 513-421-0130 Continental Casualty Company 20443 INFORES-01 Continental Insurance Company 35289Info-Tech Research Group Inc. 3960 Howard Hughes Parkway,Suite 500 Las Vegas NV 89169 1237534669 A X 1,000,000 X 1,000,000 15,000 1,000,000 2,000,000 X Y 7039551177 5/19/2024 5/19/2025 2,000,000 A 1,000,000 X X Y 7039551180 5/19/2024 5/19/2025 B X X 4,000,00070395511945/19/2024 5/19/2025 4,000,000 X 10,000 A Tech E&O -Claims Made Retro Date 5.19.2022 See Attached for details 7039561580 5/19/2024 5/19/2025 Each Claim Aggregate Limit Deductible $5,000,000 $5,000,000 $100,000 PLEASE SEE ATTACHED FOR CYBER LIABILITY. Orange County its officers,agents,and employees are included as additional insured under the general liability and auto liability when required by written contract.Umbrella follows form. Orange County 300 West Tryon Street P O Box 8181 Hillsborough,NC 27278 USA Docusign Envelope ID: 94CF90CD-E213-4486-8457-52DE84EC7DC0 05.19.2024 – 05.19.2025 Docusign Envelope ID: 94CF90CD-E213-4486-8457-52DE84EC7DC0