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2022/10/31 Energage Software agreement - survey data access Notes Add (PO) 04265 *Per account executive Dillon Green this contract includes access all historical date going back to 2018 with the Energage Insights platform* Subscription Terms Contract Term: 12 Contract Start Date: 10/26/2022 Contract End Date: 10/25/2023 Plan Description Product Type Billing Frequency Start Date Terms (Months) End Date Quantity Effective Price / Billing Period Total Contract Term Energage Insights - Annual Insights Subscription Fee Recurring Annual 10/26/2022 12 10/25/2023 229 Employees $6,000.00 $6,000.00 Total One-Time Charges: $ 0.00 Total Recurring Charges: $6,000.00 Total Investment: $6,000.00 Order Form Energage, LLC. 397 Eagleview Blvd, Suite 200 Exton, PA 19341 Customer: City of Menifee 29844 Haun Road Menifee, California, 92586 United States Order Number: Q021012 Expiration Date: 10/31/2022 Payment Terms: Net 30 Payment Method: Credit Card SALES REPRESENTATIVE Name: Dillon Green Phone: (484) 334-4566 Email: dillon.green@energage.com PRIMARY CONTACT Name: Philip Southard Phone: (951) 723-3873 Email: psouthard@cityofmenifee.us BILLING CONTACT Name: Jennifer Dominguez Phone: (951) 672-6777 Email: jdominguez@cityofmenifee.us DocuSign Envelope ID: 836EE112-CE06-4459-A16B-A9D34A3AD350DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF Fees shown above do not include any taxes that may apply at the receipt of the invoice. Reasonable and necessary business and travel expenses actually incurred by Energage, shall be reimbursed by Customer upon submission of expense reports with appropriate documentation. Payment Terms Customer will be invoiced for the current balance due upon acceptance of this proposal with payment due Net 30 days from date of invoice unless otherwise noted in the above order form. Services Order Terms This Service Order is entered into on the Contract Start Date, (the “Effective Date”) between the Customer listed above (“Customer”) and Energage, LLC with its principal place of business at 397 Eagleview Blvd., Suite 200, Exton, PA 19341 (“Energage”). This Service Order includes and incorporates the above Order Form, the terms as specified herein, and the General Terms found at https://www.energage.com/terms (See Terms and Conditions) (together, the “Agreement”). There shall be no force or effect to any different terms of any related purchase order or similar form even if signed by the parties after the date hereof. This Agreement constitutes a legally binding agreement between Energage and Customer. In the event of any conflicts between this Service Order and the Energage General Terms, this Service Order will take precedence and prevail. Terms not defined in this Service Order have the meaning indicated in the Energage General Terms. This Service Order and the Energage General Terms constitutes the entire Agreement between the Parties regarding this subject matter, and supersedes all prior agreements, representations, and understandings between the Parties regarding this subject matter unless otherwise modified in writing by the Parties under a separate subsequent amendment. 1. Auto-renewal Terms If Customer would like to opt-out of the auto renewal or change any of the terms of the renewal subscription prior to renewal, Customer must notify Energage at contracts@energage.com at least 30 days before the renewal term is to start. If Customer does not elect to opt-out of auto renewal at least 30 days before the renewal term is to start, Customer will be invoiced at the renewed price for the successive twelve-month term with payment due according to Payment Terms specified in this order form. If Customer elects to opt-out of auto renewal, renewal pricing will be set to current price at time of renewal. Energage will send a notification email to Customer 60 days before the renewal term. The total aggregate amount shall not exceed $49,999. 2. Multi-Year Terms The fees set forth herein are based on the total number of Customer's employees as of the Start Date, (the "Employee Headcount") shown on the above Order Form. Such Customer employees are also referred to as Users in the Order Form. The annual Fees will not change during the first year of the initial term of the Agreement (“Year One”), unless there is an increase to the number of Users. Customer may be invoiced for additional Users added during the first year and will be invoiced at the beginning of each successive Term Year for any additional Users above the original User count for additional Services requested, with such sums being due and payable in full Net 30 days from Customer's receipt of the invoice. In the event Customer terminates the Agreement, Customer shall be responsible for immediately paying Energage any and all fees for Services purchased through duration of Agreement. Purchase Order Information Is a Purchase Order (PO) required for the purchase or payment of the products on this Order Form? Please Select: (Customer to Complete) [‘\cb_1_yes\’] No [‘\cb_1_yes\’] Yes If yes, please complete the following: PO Number: ‘\tbx_1_text\’_______________________ PO Amount:‘\tbx_1_text\’_______________________ DocuSign Envelope ID: 836EE112-CE06-4459-A16B-A9D34A3AD350DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 3. Service-Specific Terms Workplace Survey Energage provides access to the use of the Workplace Survey for survey data collection. The Customer will provide a list of employees to be surveyed with their corresponding organizational hierarchy. Workplace Survey can be issued electronically, through paper surveys, or various alternative methods approved by Energage. Customers sending SMS survey invitations through Energage must acquire and maintain explicit phone use consent from each survey recipient. For more detail, please see energage.com/sms-terms/. Pulse Energage provides access to the use of Pulse for short survey data collection and survey customization. Pulse surveys can be issued electronically. Customers sending SMS survey invitations through Energage must acquire and maintain explicit phone use consent from each survey recipient. For more detail, please see energage.com/sms- terms/. Energage will provide access to the specified number of users in this Service Order, each designated by the Customer. If Customer purchases Pulse without Insights, Energage will deliver an excel file with confidential- protected data. If Customer purchases Pulse and is a subscriber of Insights, Pulse survey data will be entered into Insights for analysis. If subscription lapses, Customer will lose access to the service. Insights Energage provides access to the use of Insights for survey data analysis. Access will be granted through individual log-in credentials to specified number of users in this Service Order, each designated by the Customer. Designated administrators are responsible for determining access levels for each user. These terms provide access to all data from previous surveys. If subscription lapses, Customer will lose access to the service. Employer Branding Energage provides access to the use of Employer Branding for showcasing Customer’s authentic and unique hiring differentiators to attract, recruit, and retain employees who share the same passion and purpose. Energage will deliver Employer Branding assets, including award logos, culture badges, and culture facts, as a service. These assets are licensed to Customer for commercial use for the duration of the subscription term. If the subscription lapses, Customer will lose access to the service. Workplace Survey Briefing Energage will provide one virtual survey briefing up to one hour in duration to Customer’s leadership team. If Customer elects to upgrade to Energage Insights within 30 days from survey briefing, the purchase price for Workplace Survey Briefing will be credited to the Energage Insights subscription. DEI Analysis Energage will provide one virtual, DEI briefing up to one hour in duration to the Customer’s leadership team. The briefing will include the delivery of DEI analysis based on the combination of employee feedback through the Workplace Survey and demographic information provided by the Customer. Premium Media Kit Energage will deliver Premium Media Kit assets, including award logos, as a service. These assets are licensed to Customer for the duration of the subscription term. If the subscription lapses, Customer will lose access to the service. Premier Support With Premier Support as part of your subscription, Energage will provide you with access to a team of platform experts. Members of our designated team are available from 9am-5pm EST, Monday through Friday, to ensure you experience the full potential of your Energage subscription. Premier support offers expert product guidance for the full suite of Energage products. Complimentary Services DocuSign Envelope ID: 836EE112-CE06-4459-A16B-A9D34A3AD350DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF Complimentary with your subscription, Energage will provide access to our Onboarding and Support team. This service is available Monday-Friday, excluding Holidays, from 8:30AM - 8:00PM EST and includes basic product support via email, phone, and our online help center. In addition, you will receive up to 4 complimentary sessions per subscription term with a Customer Success Advisor, which can be scheduled via email and within the Energage platform. Additional support may be purchased via Professional Services and/or Premier Support. Executive Culture Briefing Project Assumptions 1. Customer will provide Energage staff access to needed facilities while on site (if applicable). 2. Customer will provide a primary point of contact that will be responsible for client-side scheduling of facilities and meetings as required to successfully complete the project. 3. Customer will follow the outlined communication plan below: a. Customer’s designated contact person will coordinate with the Energage Project Manager directly for all requests during survey setup, execution, and analysis. This will aid the Energage team in coordinating internal resources and help ensure deliverables are completed on-time and within scope. b. When necessary, Customer’s designated point of contact will be available for regularly scheduled sync calls with the Energage Project Manager or Account Manager. 4. Energage will provide the Project Manager, Consultants, and Implementation Specialists needed to complete the work outlined in the proposal. Out of Scope Any phases not outlined in the proposal are considered out-of-scope and can be subject to additional fees based on the level of effort required by the Energage Project Team. Business and Travel Expenses Reasonable and necessary business and travel expenses actually incurred by Energage, LLC shall be reimbursed by Customer upon submission of expense reports with appropriate documentation. Manager Culture Workshop Project Assumptions 1. Customer will provide Energage staff access to needed facilities while on site (if applicable). 2. Customer will provide a primary point of contact that will be responsible for client-side scheduling of facilities and meetings as required to successfully complete the project. 3. Customer will follow the outlined communication plan below: a. Customer’s designated contact person will coordinate with the Energage Project Manager directly for all requests during survey setup, execution, and analysis. This will aid the Energage team in coordinating internal resources and help ensure deliverables are completed on-time and within scope. b. When necessary, Customer’s designated point of contact will be available for regularly scheduled sync calls with the Energage Project Manager or Account Manager. 4. Energage will provide the Project Manager, Consultants, and Implementation Specialists needed to complete the work outlined in the proposal. Out of Scope Any phases not outlined in the proposal are considered out-of-scope and can be subject to additional fees based on the level of effort required by the Energage Project Team. Business and Travel Expenses Reasonable and necessary business and travel expenses actually incurred by Energage, LLC shall be reimbursed by Customer upon submission of expense reports with appropriate documentation. DocuSign Envelope ID: 836EE112-CE06-4459-A16B-A9D34A3AD350DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF “By signing this Order Form, you represent and certify that you are authorized to sign on behalf of your respective organization and agree to the terms and conditions of this Order and any terms referenced herein.” Acknowledged and Agreed City of Menifee Energage, LLC Signature : ‘\s1\’ Signature : ‘\s2\’ Name: ‘\n1\’ Name: ‘\n2\’ Title: ‘\t1\’ Title: ‘\t2\’ Date: ‘\d1\’ Date: ‘\d2\’ DocuSign Envelope ID: 836EE112-CE06-4459-A16B-A9D34A3AD350 President, COO 10/26/2022 Dan Kessler DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF Armando G. Villa City Manager 10/26/2022 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/1/22 General Terms Go here to view a list of notable changes to the Energage General Terms >> Version effective date: 1 September 2022 The General Terms form a contract between you and Energage (“the Agreement”) for use of the Energage Platform. If there are Subscription Services purchased through a Service Order, that Service Order and its terms are also incorporated into the Agreement. This Agreement governs your use of Energage’s website, software, data, and/or other related applications or services including but not limited to translation, educational and support resources and experts, analytics, and individual and organizational-level feedback (together, herein after the “Services”). As the Customer, you agree to this Agreement by signing a document that references this Agreement (and you expressly agree and consent to using electronic signatures to execute this Agreement or associated documents), or by using the Services, whichever occurs rst. If you are an organization, the individual who agrees to this Agreement on your behalf must have the authority to bind you to this Agreement, and both you and such individual represent that to be the case. In this Agreement, a reference to: Energage, we, us, or our means Energage, LLC; the Customer, you, or your means the organization using the Services; Energage Platform means the cloud-based Software as a Service model through which Energage provides access to its suite of products and services; Subscription or Subscription Service means the licensing model in which the Customer pays a per User fee at regular intervals for access to and use of the PTCHA aa DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/2/22 Energage Platform; Service Order means the order form that outlines the specic Subscription Services purchased by the Customer; Amendment Service Order means the order form that outlines changes to the specic Subscription Services ordered by the Customer; User means any person or entity to whom you provide access to our Services, including any administrators or managers of your account, employees, survey invitees, or survey respondents; Survey means the web-based Customer employee survey(s) consisting of Energage’s standard survey questions and/or additional questions requested by Customer; Subscription Term means the length of time set forth on a Service Order in which access to the Energage Subscription Service is provided to you; Recurring Service means a service that is delivered to you on a recurring basis; One-time Service means a service that is delivered to you on a one-off basis, such as a workshop or consultation; Customer Data means Customer’s proprietary data and information that Customer provides to Energage so that Energage may, as part of the Services, conduct an assessment (e.g., demographic and corporate information necessary to distribute a survey to participants, such as email address, name, or corporate location). For the avoidance of doubt, Customer Data does not include either Aggregate Data or Raw Data; Raw Data means the condential and anonymous responses received by Energage from Customer and Customer’s employees in connection with surveys administered by Energage pursuant to this Agreement; Aggregate Data means de-identied and anonymized sets of data derived from the data of multiple sources for the purpose of research and analytics. Aggregate Data does not include Personal Information or other information that could reasonably identify or relate to a natural person. Personal Information means any information relating to an identied or identiable natural person; an identiable natural person is one who can be identied, directly or indirectly, in particular by reference to an identier such as a name, an identication number, location data, an online identier or to one or more factors specic to the physical, physiological, genetic, mental, economic, cultural, or social identity of that natural person. Employer Recognition Program means a collection of awards and other recognition based on various eligibility criteria determined by Energage, including PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/3/22 but not limited to, geography, industry, employee count, and employee demographics and based on Customer’s most recent Workplace Survey completed within 12 months of the recognition eligibility deadline. An example would be the Top Workplaces Program. 1 Services 1.1 ENERGAGE SERVICES We will provide you with access to, and use of, the Energage Services. You may order additional Subscription Services at any time by contacting Energage and requesting a Service Order. Any additional Services will be provided through a Subscription, and they will be delivered and invoiced in accordance with these General Terms and any additional terms detailed on the Service Order. If you already have a current Subscription, the additional Services will be invoiced at the prorated amount at the time those Services are added to the Subscription, and any Subscription renewal will include the additional Subscription Services at the annual rate. Access to, and use of, the Services ordered by you will be terminated at the end of your Subscription Term. 1.2 CHANGES TO SERVICES We continually change and improve our Services. Energage may alter the Services at any time. We will provide you with reasonable advance notice if we make a change to the Services resulting in an overall material decrease in functionality of the Services. If we do make a change that results in a material decrease in functionality and you have a Subscription, you may terminate your Subscription under Section 8.4. 1.3 CUSTOMER THIRD PARTY SERVICES If you use any Customer third-party service together with the Services, such as BambooHR, Namely, Slack, and Workday, you acknowledge that the Customer third- party service may access or use the Customer Data. Energage will not be responsible for any act or omission of the Customer third party, including such third party’s use of Customer Data. Energage does not warrant or support any such Customer third-party service, and you should contact that third party for any issues arising from your use of the Customer third-party service. 2 Fees and Payments (Applicable to Subscription Services Only) PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/4/22 2.1 FEES FOR SUBSCRIPTION SERVICES Energage Subscription Services are invoiced annually beginning on the Contract Start Date and every 12 months thereafter. The Subscription includes use of the Services by a specied number of Users as stated in the Service Order. Energage One-Time Services are billed on the Contract Start Date. You agree to pay Energage any fees for Subscription Services you purchase or use, in accordance with the pricing and payment terms presented to you for those Subscription Services in the Service Order, whether you use the Subscription Services or not. Except as indicated in this Agreement or required by law, fees paid by you are not refundable. 2.2 PRICE CHANGES AND USER INCREASES Energage may change its fees for Subscription Services at any time. Except where you exceed the number of Users stated in a Service Order, any changes to fees will apply from the start of your next Subscription Term. Energage reserves the right to calculate the total number of Users periodically and if the number of Users exceeds your current Subscription, Energage may invoice you for the additional Users on a pro-rated basis for the remaining period left in your Subscription Term. 2.3 AUTOMATIC RENEWAL Your Subscription for any Recurring Services will automatically renew at the end of each Subscription Term unless you cancel the automatic renewal of the Services by notifying us at contracts@energage.com at least 30 days prior to the end of the current Subscription Term for the Services. Auto-renewing Subscriptions that are not canceled at least 30 days prior to the end of the Subscription Term will be invoiced to you automatically at a price not greater than 10% above the previous Subscription Term price for the successive Subscription Term, with the payment terms specied in the original Service Order. Notice of automatic renewal will be provided at least 60 days prior to the end of each Subscription Term. Automatic renewal does not apply to One-Time Services. 2.4 PAYMENT METHODS You authorize us to charge fees using the payment method indicated in a Service Order. Unless otherwise agreed, payments for invoices are due 30 days after the invoice date. If you elect to pay by credit card, debit card, or any other billing method that supports automatic recurring payments, we will initially attempt to charge you PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/5/22 using that billing method when payment is due, and payments will be considered overdue if payment is not received within 30 days of that due date. You agree to keep your billing and billing contact information current and accurate. 2.5 INTEREST Overdue payments may incur interest at the rate of 1.5% per month (or the highest rate permitted by law, if less) on the amount overdue, from the date that the relevant payment was due until that payment has been received. You will be responsible for all reasonable expenses (including lawyers’ fees) incurred by Energage in collecting such overdue amounts, except where: the overdue amounts are due to Energage’s billing inaccuracies; or you have sought to resolve a dispute using the dispute resolution process in clause 13.1 and that process is still active. 2.6 TAXES Unless stated otherwise in the Service Order, all fees for Services exclude sales tax, GST, VAT, or other similar taxes. Except for any income taxes payable by Energage, you are responsible for all other taxes or duties payable under applicable law relating to the Services provided under this Agreement, including any penalties or interest. If Energage is required to collect or pay any taxes on your behalf, we will invoice you for those taxes unless you provide us with valid evidence that no tax should be invoiced. 3 Data Protection 3.1 PRIVACY In the course of using the Services, you or your Users may transfer to us Customer Data containing personal data. You agree and consent to the use, transfer, processing, and storage of Customer Data in accordance with this Agreement. If you or your Users are based in the European Union while using our Services, we will process your personal information as a data processor on your behalf. In this case, you will be the data controller of the personal information as dened in Article 4(7) of the EU General Data Protection Regulation 2016/679 (GDPR) and the EU e-Privacy Directive (Directive 2002/58/EC). If requested, we will execute the European Union Standard Contractual Clauses to facilitate the transfer of personal information to countries outside the European Union in accordance with Article 26(2) of the EU Data Protection Directive 95/46/EC. By continuing to use Services, you agree to allow Energage, and its third-party vendors to collect certain information about your Users. Please see Energage Privacy PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/6/22 Policy (located here: https://www.energage.com/privacy/) for more information about the information collected. Under no circumstances will any entity in the Energage Group be deemed a data controller with respect to Customer Data under any relevant law or regulation. 3.2 SECURITY Energage will store and process Customer Data in a manner consistent with industry security standards. Energage has implemented technical, organizational, and administrative systems, policies, and procedures to help ensure the security, integrity, and condentiality of Customer Data and to mitigate the risk of unauthorized access to or use of Customer Data. Please see Energage Trust and Security information (located here: https://www.energage.com/trust/) for more information about security, data protection and data processing. 3.3 DISASTER RECOVERY Energage will retain backup copies of Customer Data made in the ordinary course of business by Energage, for the purpose of enabling appropriate disaster recovery practices. Despite any other term in this Agreement, Energage will retain these backups for a period determined by us from the time that each backup copy is generated. Thereafter, Customer agrees and acknowledges that Customer Data may be irretrievably deleted from backups. 4 Condentiality 4.1 CONFIDENTIAL INFORMATION DEFINITION In this Agreement, Condential Information means any information disclosed by a party (the “Discloser”) to the other party (the “Recipient”) in connection with the use of the Services that is marked condential or would reasonably be considered as condential under the circumstances. Customer Data is the Customer’s Condential Information. Condential Information does not include any information that: is or becomes public through no fault of the Recipient; the Recipient already lawfully knew; was rightfully given to the Recipient by a third party free of any condentiality duties or obligations; or was independently developed by the Recipient without reference to the Discloser’s Condential Information as demonstrated by documentary evidence. 4.2 CONFIDENTIALITY OBLIGATIONS The Recipient must: PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/7/22 protect the Discloser’s Condential Information using commercially reasonable efforts and no less than the same efforts it uses to protect its own Condential Information; not disclose the Discloser’s Condential Information, except to aliates, employees, directors, contractors, agents, and professional advisors of the Recipient who need to know it and who have agreed in writing to keep it condential; only use the Discloser’s Condential Information to exercise its rights and fulll its obligations under this Agreement; and ensure that its aliates, employees, directors, contractors, agents, and professional advisors only use the Discloser’s Condential Information to exercise its rights and fulll its obligations under this Agreement. 4.3 COMPELLED DISCLOSURE The Recipient may disclose the Discloser’s Condential Information to the extent required by law or legal process, but only after it, if permitted by law: uses commercially reasonable efforts to notify the Discloser in writing; gives the Discloser the opportunity to challenge the requirement to disclose; and cooperates with the Discloser if the Discloser seeks an appropriate protective order. 4.4 NON-DISCLOSURE AGREEMENTS The provisions of Section 4 will supersede any non-disclosure agreement between the Parties and such agreement will have no further force or effect. 4.5 SURVEY RESPONDENT CONFIDENTIALITY In this Agreement, Condentiality Notice means: (i) the notice given to survey respondents at the time of answering a survey conducted by Energage, including the degree of condentiality and anonymity that a survey respondent will have when answering survey questions, and/or (ii) the notice given to individual users of our feedback services. To provide the Services to you, Energage must provide Users with a Condentiality Notice for each survey conducted. 5 Ownership and Use of Data; and Intellectual Property RightsPTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/8/22 5.1 INTELLECTUAL PROPERTY RIGHTS DEFINITION In this Agreement, Intellectual Property Rights means any and all present and future intellectual and industrial property rights, including any registered or unregistered forms of copyright, designs, patents, trademarks, service marks, domain names, good will and any commercial information. Intellectual Property Rights also include any application or right to apply for registrations of any of these rights, any rights protected or recognized under any laws throughout the world, related to these rights, and anything copied or derived from such property or rights. 5.2 CUSTOMER DATA You retain all ownership and Intellectual Property Rights to Customer Data. Energage does not claim ownership over any Customer Data. Energage will use Customer Data solely to perform the Services and will ensure that any Personal Information included in Customer Data is properly maintained and protected in accordance with Section 3. 5.3 AGGREGATE DATA AND RAW DATA As between Energage and Customer the Raw Data and Aggregate Data are and will remain the exclusive property of Energage. The Raw Data will not be provided to Customer by Energage to protect the condentiality of Customer respondents. Customer may use Aggregate Data as described in Section 5.4. Using the Raw Data obtained from the survey results, we create de-identied and anonymized sets of data or Aggregate Data. Aggregate Data is used to provide survey results to a company with a summary or more detailed results reports. Aggregate Data may be made publicly available and may be used after termination of this Agreement provided that such Aggregate Data cannot be used directly or indirectly to identify Users or Customers. Energage will not retain, use, sell or otherwise disclose any Personal Information for any purpose other than to provide the Services contemplated by this Agreement. Aggregate Data is used to compile and score participating companies in Employer Recognition Programs. Aggregate Data is also used and disclosed to third party service providers for research and analytics purposes and other lawful business purposes including, without limitation, benchmarking, text analytics linkage analysis, attrition prediction, algorithm improvements, comment translation and the development and provision of additional services and functionality 5.4 LICENSE FOR THE SERVICESPTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/9/22 In this Agreement, Reports means any reports, analysis, or other Aggregate Data or output generated using Energage Services. For the Term of this Agreement, you grant Energage a worldwide, royalty free license to use, reproduce, distribute, or archive Customer Data for the purposes of providing the Services to you as contemplated by this Agreement. Subject to the receipt of all applicable fees, we grant you a limited, non-exclusive, non-transferable, non-assignable and non-sublicensable license to use any Reports which you can (and are authorized to) export through the functionality of the Services for your internal purposes only (in each case subject to any Condentiality Notices) unless otherwise agreed upon in writing by Energage. 5.5 CUSTOMER DATA AND RAW DATA REVIEW You acknowledge that, in order to ensure compliance with legal obligations, Energage may be required to review certain content submitted to the Services to determine whether it is illegal or whether it violates this Agreement (such as when unlawful conduct or content is reported to us). We may also modify, prevent access to, delete, or refuse to display content that we reasonably believe violates the law or this Agreement. However, Energage otherwise has no obligations to monitor or review any content submitted to the Services by you or any other person. 5.6 CUSTOMER FEEDBACK If you provide us with any feedback associated with the Services, Energage may use that feedback internally without any obligation to you. 5.7 CUSTOMER LISTS Energage or an Energage Partner may identify you (by company name and logo) as related to an Employer Recognition Program. Energage or an Energage Partner may contact you as part of an Employer Recognition Program. Energage may identify you (by company name and logo only) as an Energage customer in promotional materials or during promotional events. Should you provide Energage with a testimonial or case study, written permission will be required from your authorized representative prior to Energage publishing any such material. 5.8 ENERGAGE INTELLECTUAL PROPERTY RIGHTS Energage owns all right, title, and interest in and to the Services and the systems and networks used to provide such Services, including all survey statements and questions, system-generated data (e.g., dashboard data or Reports), modications, improvements, upgrades, derivative works, and all Intellectual Property Rights in and PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/10/22 to any of the foregoing. Except for the express rights granted herein, we do not grant you any other licenses, express or implied, to any of our Intellectual Property Rights, including software, Services, or products. Without limiting the foregoing, nothing in this Agreement or from your use of the Services grants you: ownership in the Services or the content (including Reports) you access through the Services, and any De-Identied Information or Aggregate Data; any right to use any Energage trademarks or other Intellectual Property Rights contained in our brand identity; ownership to the Energage survey statements or other Intellectual Property Rights associated with the content of the Services, or any right to use Energage survey statements or other content of the Services other than in connection with your authorized use of the Services. 5.9 ENERGAGE PLATFORM THIRD-PARTY SERVICES You agree that Energage and the third-party service providers that are utilized by Energage to assist in providing the Services to you have the right to access your account and to use, modify, reproduce, distribute, display and disclose Customer Data to the extent necessary to provide or improve or deliver the Services, including, without limitation, in response to your or your Users’ support requests. Any third-party service providers utilized by Energage will only be given access to your account and Customer Data as is reasonably necessary to provide the Services and will be subject to: (i) condentiality obligations which are substantially consistent with the standards described in this Agreement; and (ii) their agreement to comply with the data transfer, processing and protection restrictions applicable to personal information as set forth in this Agreement. 5.10 CUSTOMER-PROVIDED CONTENT The Services may display content provided by others that is not owned by Energage. Such third-party content is the sole responsibility of the entity that makes it available. Correspondingly, you are responsible for the content that you provide through the Services. As such, you must ensure that you have all the rights and permissions required to use that content in connection with the Services. Example content includes survey statement and questions not provided by Energage. Energage has no obligation to monitor or review any additional content submitted to the Services by you or a third party. 6 Account Management 6.1 ACCOUNT SECURITY AND ACCESS PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/11/22 You are responsible for safeguarding any passwords or other credentials used to access your account. Administrator or manager accounts may not be shared and may only be used by one individual per account. You are responsible for any activity occurring in your account (other than activity that Energage is solely responsible for and is not performed in accordance with your instructions), whether or not you authorized that activity. If you become aware of any unauthorized access to, or use of, your account, you should immediately notify Energage. 6.2 CUSTOMER SYSTEMS You are responsible for maintaining and updating your operating systems, Internet browsers, anti-virus software, or other software that you or your Users use to access and use the Services. 6.3 CUSTOMER COMMUNICATIONS Customer agrees during the term of this Agreement, to not opt out of Energage operational communications regarding account administration and support, Services administration and support, Services status, and Recognition Program administration. 7 Customer Obligations 7.1 LEGAL COMPLIANCE You must use the Services in compliance with, and only as permitted by, applicable law. If your use of the Services requires you to comply with your industry-specic regulations applicable to such use, you will be solely responsible for such compliance. You must not use the Services in a way that would subject Energage to any industry-specic regulations (for example, the Children’s Online Privacy Protection Act, the Payment Card Industry Data Security Standard or the Health Insurance Portability and Accountability Act). If the Services include the disclosure of survey respondent information pertaining to race, nationality, gender, or other protected category information, you agree to use this information only for lawful, non-discriminatory purposes in accordance with the advice of your counsel. You acknowledge and agree that we are not responsible for any liabilities arising from your violation of this Clause 7.1, and that your violation of this Clause 7.1 will constitute a breach of this Agreement. 7.2 UNACCEPTABLE USES You are responsible for your conduct and the conduct of your Users. You must use commercially reasonable efforts to ensure that you and your Users do not: PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/12/22 misuse the Services by interfering with their normal operation, or attempting to access them using a method other than through the interfaces and instructions we provide; circumvent or attempt to circumvent any limitations that Energage imposes on your account (such as any User limits in the Service Order); probe, scan, or test the vulnerability of any Energage system or network, unless with prior written authorization of Energage; decipher, decompile, disassemble, translate, create derivative works, reverse engineer, or otherwise attempt to reconstruct, identify, or discover any source code, algorithms, underlying ideas, or underlying user interface techniques in the Services or any of the software used to provide the Services, or attempt to do so; directly or indirectly identify a User contrary to the terms of any Condentiality Notice or other privacy setting, or attempt to do so; transmit any viruses, malware, or other types of malicious software, or links to such software, through the Services; engage in abusive or excessive use of the Services, which is usage signicantly in excess of average usage patterns that adversely affect the speed, responsiveness, stability, availability, or functionality of the Services for other customers and their users. Energage will endeavor to notify you of any abusive or excessive usage to provide you with an opportunity to reduce such usage to a level acceptable to Energage; use the Services to infringe the Intellectual Property Rights of others, or to commit any unlawful activity; attempt to circumvent any license, timing or use restrictions that are built into the Services; or unless authorized in writing by Energage, lend, resell, lease or sublicense or otherwise use the Services for the benet of a third party. use any automated script to submit any form or other database entry to or for the Services. Our Services may use robot exclusion methods, which include robots.txt les and HTML meta-tags that expressly allow and/or exclude specied automated programs from accessing certain portions of our Services. Much of the information ascertained during Services is updated on a real-time basis and is proprietary to Energage or is licensed to Energage, by third parties. You agree that if and to the extent prohibited in the then current robots.txt le or HTML meta-tags, you will not use any robot, spider, scraper, or other automated means to access the Services for any purpose, including but not limited to performing “oine” searches and mirroring, without our express written permission. Additionally, you PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/13/22 agree that you will not: (i) take any action that is likely to impose an unreasonable or disproportionately large load on our infrastructure; (ii) interfere or attempt to interfere with our Service offerings or any Energage activities; (iii) harvest email addresses for any purpose whatsoever, or (iv) bypass our robot exclusion methods or other measures we may use to prevent or restrict access to our Services. use the Energage survey statements or content (including reports) you access through the Services (other than Customer Data) within another tool or service not provided by Energage. 7.3 USERS You must: use commercially reasonable efforts to ensure that your Users comply with this Agreement; obtain any consents required from each User to allow you and the administrators or managers of your account to engage in the activities contemplated by this Agreement, as required by applicable law; obtain any consents required from each User to allow Energage to provide the Services, as required by applicable law; not provide any person under the age of 16 with access to the Services, unless otherwise permitted by applicable law. 7.4 SUSPENSION OF USERS If a User breaches this Agreement or uses the Services in a manner that Energage reasonably believes will cause Energage liability or disrupt others’ use of the Services, then Energage may request that you suspend or close the applicable User account until the breach has been cured or the use in such manner has stopped. If you fail to comply with such request, then Energage may suspend or close the applicable User account. 7.5 DISQUALIFICATION & WITHDRAWAL Any applicant to an Employer Recognition Program may be disqualied immediately and without notice upon a determination by Energage that any of the following events have occurred: Customer provided inaccurate or incomplete contact information; Customer provided inaccurate or incomplete information concerning Customer’s organization;PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/14/22 Customer provided inaccurate or incomplete information concerning Customer’s employees, in particular, the number of employees in a region; Customer received fewer survey responses from eligible invitees than the required number of survey responses; Customer offered an incentive to employees for providing specic survey responses or for achieving a specic ranking or otherwise attempting to inuence survey responses by an improper means; Customer engaged in measures to solicit biased, coerced, or false responses from employees; more than 5% of Customer’s employees agreed that they felt pressured to respond positively to the survey; suspicious statistical anomalies in Customer’s employee survey responses; any failure to comply with this Agreement; any other reason as may be determined appropriate in the sole discretion of Energage. Should Customer be disqualied, Energage will automatically provide a high-level summary of the basis for disqualication within 30 days of disqualication. Under no circumstances will this explanation compromise the condentiality of the survey responses or the proprietary methodologies of Energage. 8 Term and Termination 8.1 TERM This Agreement begins on the date you rst use the Services or sign the Service Order (whichever is earlier) and continues until you stop using the Services or your Subscription ends or otherwise terminates, or if this Agreement is terminated (whichever is earlier). 8.2 TERMINATION WITHOUT CAUSE If this Agreement includes a Subscription, either party may terminate this Agreement to be effective at the end of the then current Subscription Term by providing the other party with written notice of termination at least 30 days prior to the end of a Subscription Term. No refunds will be provided. Energage may terminate this Agreement for any reason by providing at least 90 days’ written notice to you and will provide a pro rata refund of any fees prepaid by you applicable to the period following the termination of this Agreement. PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/15/22 If your Service Order states that your Subscription will not auto-renew, then your account will terminate at the end of your current Subscription Term with no further action required by you. 8.3 TERMINATION FOR CAUSE Each party may suspend performance or terminate this Agreement if the other party: is in material breach of this Agreement and fails to cure that breach within 30 days after receipt of written notice; or ceases its business operations or becomes subject to insolvency proceedings and the proceedings are not dismissed within 90 days. Energage may terminate this Agreement if any payment owed by you to Energage is more than 30 days 8.4 TERMINATION FOR MATERIAL DECREASE IN FUNCTIONALITY If we make a change to the Subscription Services resulting in an overall material decrease in functionality of the Services, you may terminate this Agreement immediately by providing notice to Energage. Upon receiving notice of termination from you, Energage will provide you with a pro rata refund of any fees prepaid by you applicable to the period following the termination of this Agreement. 8.5 CONSEQUENCES OF TERMINATION If this Agreement is terminated: by you due to breach by Energage and you have a Subscription, we will provide you with a pro rata refund for any fees prepaid by you applicable to the period following the termination of this Agreement; or by Energage due to breach by you and you have a Subscription, we will bill you, and you will pay, for any accrued but unbilled fees, and you will remain liable to pay any invoices outstanding on the termination date. In no event will expiration or termination of this Agreement relieve you of any fees payable for the period prior to the date of termination. Energage reserves the right to collect outstanding fees, as stated in a Service Order, if Subscription Services are not used within one year of purchase. 8.6 DATA EXPORTS A portion of Energage Services include functionality that enables you to export Customer Data in your account at any time during the Term. If the foregoing functionality is not operational, we may assist you to export any Customer Data that PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/16/22 existed in your account at the time of termination, provided you make such request after you stop using the Services and before the end of your Subscription Term (if you have a Subscription). However, we do not guarantee that all Customer Data will be able to be exported and only Customer Data that is permitted to be transferred to you within the terms of any applicable Condentiality Notice or other privacy setting will be transferred to you. Upon Customer’s written request, Energage will delete all Customer Data from its production environments. 8.7 SURVIVAL The following clauses will survive the termination of this Agreement: 2, 3.3, 4, 5.3, 5.4, 5.8, 8, 10, 11, 13 and 14. 9 Warranties Each party represents and warrants that: it has full power and authority to enter into this Agreement; and it will comply with all laws and regulations applicable to its provision or use of the Services, as applicable. 10 Indemnities 10.1 BY CUSTOMER You will indemnify, defend, and hold harmless Energage, its ocers, Board of Directors, and its aliates from and against all liabilities, damages, and costs (including settlement costs and reasonable lawyers’ fees) arising out of a third-party claim regarding or in connection with: Customer Data (including claims of Intellectual Property Rights infringement); your use of the Services in breach of this Agreement; or your Users’ use of the Services in breach of this Agreement. 10.2 BY ENERGAGE Energage will indemnify, defend, and hold harmless you, your ocers, Board of Directors, and your aliates from and against all liabilities, damages, and costs (including settlement costs and reasonable attorneys’ fees) arising out of a third- party claim that the technology used to provide the Services to you infringes any Intellectual Property Rights of such third party. However, in no event will Energage have any obligations or liability under this Section arising from:PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/17/22 use of any Services in a modied form or in combination with materials not furnished or authorized by Energage; any content or data provided by you, your Users, or any third parties; or designs or specications provided to Energage by Customer that caused such infringement claim. 10.3 POTENTIAL INFRINGEMENT If we believe the Services may infringe or may be alleged to infringe a third party’s Intellectual Property Rights, then we may: obtain the right for you, at our expense, to continue using the Services; provide a non-infringing functionally equivalent replacement; or modify the Services so that they no longer infringe. If we do not believe that the options above are commercially reasonable, then we may suspend or terminate your use of the impacted Services and provide you with a pro rata refund of any fees prepaid by you applicable to the period following the termination of such Services. 10.4 INDEMNITY PROCEDURES A party seeking indemnication under this Agreement will promptly notify the other party of the claim and cooperate with the other party in defending the claim. If permitted by applicable law, the indemnifying party will have full control and authority over the defense, except that: any settlement requiring the indemnied party to admit liability or to pay any money will require that party’s prior written consent (such consent not to be unreasonably withheld or delayed); and the indemnied party may join in the defense with its own counsel at its own expense. Nothing in this Agreement will restrict or limit a party’s general obligation at law to mitigate a loss it may suffer or incur as a result of an event that may give rise to a claim under Clauses 10.1 and 10.2. The indemnities in this Agreement are a party’s sole and exclusive remedy under this Agreement for violation by the other party of a third party’s Intellectual Property Rights. 11 Disclaimers and Limitations of LiabilityPTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/18/22 11.1 DISCLAIMERS Except as expressly provided in this Agreement and to the extent permitted by applicable law, neither party makes any warranties of any kind, express, implied, statutory, or otherwise, including those of merchantability, tness for a particular purpose, and non-infringement. Energage provides the services on an “as is” basis and, except as expressly provided in this Agreement and to the extent permitted by applicable law, we make no representations regarding the availability, reliability, or accuracy of the Services, or regarding any Customer Data or other content associated with your account. 11.2 EXCLUSION OF LIABILITY To the extent permitted by applicable law, neither party will be liable for any lost prots, business interruption, replacement Services or any indirect, consequential, special, incidental, punitive, or exemplary damages arising out of or in connection with this Agreement, even if the party knew or should have known that such damages were possible and even if a remedy fails of its essential purpose, and regardless of the theory of liability. 11.3 LIMITATION OF LIABILITY To the extent permitted by applicable law, the aggregate liability of either party arising out of or in connection with this Agreement will not exceed the total amounts paid or payable by you to Energage under this Agreement during the 12 months prior to the event giving rise to the liability or claim. 11.4 EXCEPTIONS TO LIMITATIONS The limitations of liability in clauses 11.2 (Exclusion of liability) and 11.3 (Limitation of liability) do not apply to violations of a party’s Intellectual Property Rights by the other party or each party’s indemnication obligations under this Agreement. 12 Amendments 12.1 AGREEMENT AMENDMENTS Energage may amend the General Terms from time to time and the most current version will be posted on the Energage website. If an amendment is material, as determined in Energage’s reasonable discretion, we will notify the Customer Contact by email or when they next log in to your account. Except in the case of an amendment being made to satisfy legal requirements, we will provide you with at least 30 days’ notice of material amendments. If an amendment has a material adverse impact on you and you do not agree to the amendment, you may terminate the Agreement by notifying PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/19/22 contracts@energage.com within 30 days of receiving notice of the amendment. Otherwise, you will have been deemed to have consented to the amendment. 12.2 OTHER AMENDMENTS Any amendment to this Agreement that is not made to the General Terms displayed on our website, must be in writing, signed by you and Energage, and must expressly state that it is amending this Agreement. 13 Dispute Resolution, Governing Law, and Jurisdiction 13.1 DISPUTE RESOLUTION Before commencing any form of litigation, including court proceedings, professional mediation or arbitration, each party agrees to: give the other party notice of the dispute and its nature; give the other party the opportunity to remedy any breach of this Agreement within 30 days; and hold good faith negotiations with the other party to settle the disputed matter. 13.2 GOVERNING LAW AND JURISDICTION This Agreement is governed by the laws of Delaware, United States of America and each party submits to the exclusive jurisdiction of the courts of Delaware, United States of America, in relation to any proceedings connected with this Agreement. 13.3 INJUNCTIONS Nothing in this Agreement prevents a party from seeking a temporary restraining order, injunction, or other equitable relief in relation to a breach (or attempted breach) of this Agreement by the other party. 14 Other Terms 14.1 ASSIGNMENT Neither party may assign this Agreement without the other party’s prior written consent (such consent not to be unreasonably withheld). However, both parties may assign this Agreement without notice to an aliate or to a successor or acquirer, as the case may be, in connection with a merger, acquisition, corporate reorganization or consolidation, or the sale of all or substantially all of the party’s assets or its business to which the subject matter of this Agreement relates. The terms of this PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/20/22 Agreement shall be binding upon the parties and their respective successors and permitted assigns. Any other attempt to transfer or assign this Agreement or any rights or obligations under this Agreement are void. 14.2 ENTIRE AGREEMENT This Agreement and related Service Orders (including any documents incorporated by reference to a URL), constitute the entire agreement between you and Energage and supersedes any other prior or contemporaneous agreements, terms and conditions, written or oral concerning its subject matter. Any terms and conditions appearing on a purchase order or similar document issued by you do not apply to the Services, do not override or form a part of this Agreement, and are void. 14.3 FORCE MAJEURE Neither party will be liable for inadequate performance to the extent caused by a condition (for example, natural disaster, act of war or terrorism, riot, governmental action, pandemic, or general internet disturbance) that was beyond the party’s reasonable control. 14.4 INDEPENDENT CONTRACTORS The relationship between the parties is that of independent contractors, and not legal partners, employees, or agents of each other. 14.5 INTERPRETATION The use of the terms includes, including, such as and similar terms, will be deemed not to limit what else might be included. 14.6 NO WAIVER A party’s failure or delay to enforce a provision under this Agreement is not a waiver of its right to do so later. 14.7 NOTICES All notices pertaining to the Agreement must be in writing and will be deemed given when: veried by written receipt, if sent by postal mail with verication of receipt service or courier; received, if sent by mail without verication of receipt; or when veried by automated receipt or electronic logs if sent by email. Notices to Energage must be sent to Energage LLC at 397 Eagleview Blvd. Ste 200, Exton, PA 19341 and marked to the attention of Legal Department, or by email to PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/21/22 Certied B Corporation As a founding BCorporation, we are on a mission to help leaders make a valuable impact on workplace culture, the working lives of employees, and society overall. Sign up for our newsletter Email Sign Up legal@energage.com. Notices to you may be sent to the email address associated with the Customer Contact details in the Service Order. You must keep the contact details associated with your account current and accurate by notifying contracts@energage.com when your contact details change. You may grant approvals, permission, extensions, and consents by email. 14.8 PRECEDENCE To the extent any conict exists between the documents that constitute this Agreement, the order of precedence will be Service Order then General Terms. 14.9 SEVERABILITY If any provision of this Agreement is determined to be unenforceable by a court of competent jurisdiction, that provision will be severed from this Agreement and the remaining terms will remain in full effect. 14.10 THIRD-PARTY BENEFICIARIES There are no third-party beneciaries to this Agreement. Your Users are not third- party beneciaries to your rights under this Agreement. – END TERMS – PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF 10/25/22, 5:03 PM Terms of Service | Energage https://www.energage.com/terms/22/22 Copyright 2020 Energage, LLC | All Rights Reserved | Terms | Privacy | Trust Company Follow About Careers Contact Leadership  Facebook  Twitter  Linkedin PTCHA DocuSign Envelope ID: 1CBAA516-DCB2-4279-9845-2C73C997A0BF