2023/08/16 Info-Tech Info-Tech Research Group Service Proposal and Agreement
City of Menifee
Service Proposal
Neha Sherpuri
Member Services Director
nsherpuri@infotech.com
1-888-670-8889 ext.3679
July 19, 2023
Page 1 of 5
DocuSign Envelope ID: F12427A2-B265-4A3F-B833-27D473E079BD
Hi Ron,
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 City of Menifee.
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
City of Menifee. Should you have questions at any time, please contact me
directly at your convenience.
Sincerely,
Neha Sherpuri
Member Services Director
nsherpuri@infotech.com
1-888-670-8889 ext.3679
Info-Tech Research Group
3960 Howard Hughes Parkway
Suite 500, Las Vegas, NV, USA
89169
infotech.com
Proposal prepared for:
Ron Puccinelli
City of Menifee
29844 Haun Rd, Menifee, California,
United States 92586-6539
Page 2 of 5
DocuSign Envelope ID: F12427A2-B265-4A3F-B833-27D473E079BD
SERVICE AGREEMENT WITH INFO-TECH RESEARCH GROUP
Service Start Date: July 28, 2023 || Contract Length: 3-year
Contact: Ron Puccinelli
City of Menifee
Year 1
Product Description Quantity Subtotal Discount Total
Counselor Membership Personalized one-on-one support from a seasoned IT executive, 2
dedicated working sessions, $10MUSD /yr in Price Benchmarking &
Negotiation Services
1.00 $44,030.23 $19,143.58 $24,886.65
Team Membership Access to core research content - project blueprints, Info-Tech
Academy, online Leadership training, software selection content,
tools and templates library
2.00 $5,934.50 $0.00 $5,934.50
Online Workshop
Membership
Workshop Delivered Online 1.00 $20,675.06 $0.00 $20,675.06
Reference Membership Access to core research content - project blueprints, Info-Tech
Academy, software selection content, tools and templates library
1.00 $0.00 $0.00 $0.00
Year 1 Total Discounts:$19,143.58
Year 1 Total:$51,496.21
Year 2
Product Description Quantity Subtotal Discount Total
Counselor Membership Personalized one-on-one support from a seasoned IT executive, 2
dedicated working sessions, $10MUSD /yr in Price Benchmarking &
Negotiation Services
1.00 $44,030.23 $0.00 $44,030.23
Team Membership Access to core research content - project blueprints, Info-Tech
Academy, online Leadership training, software selection content,
tools and templates library
2.00 $5,934.50 $0.00 $5,934.50
Online Workshop
Membership
Workshop Delivered Online 1.00 $20,675.06 $0.00 $20,675.06
Page 3 of 5
DocuSign Envelope ID: F12427A2-B265-4A3F-B833-27D473E079BD
Product Description Quantity Subtotal Discount Total
Reference Membership Access to core research content - project blueprints, Info-Tech
Academy, software selection content, tools and templates library
1.00 $0.00 $0.00 $0.00
Year 2 Total:$70,639.79
Year 3
Product Description Quantity Subtotal Discount Total
Counselor Membership Personalized one-on-one support from a seasoned IT executive, 2
dedicated working sessions, $10MUSD /yr in Price Benchmarking &
Negotiation Services
1.00 $44,030.23 $0.00 $44,030.23
Team Membership Access to core research content - project blueprints, Info-Tech
Academy, online Leadership training, software selection content,
tools and templates library
2.00 $5,934.50 $0.00 $5,934.50
Online Workshop
Membership
Workshop Delivered Online 1.00 $20,675.06 $0.00 $20,675.06
Reference Membership Access to core research content - project blueprints, Info-Tech
Academy, software selection content, tools and templates library
1.00 $0.00 $0.00 $0.00
Year 3 Total:$70,639.79
Year 1 Total: $51,496.21
All items stated on this document are in USD and is subject to applicable taxes.
Page 4 of 5
DocuSign Envelope ID: F12427A2-B265-4A3F-B833-27D473E079BD
State of California Multiple Award Schedule (CMAS) - 3-19-70-3685A
Payment Terms: Net 45
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 and conditions set out in CMAS No 3-19-70-3685A.
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 July 28, 2023.
Please return this signed Service Agreement to Info-Tech by DocuSign, email nsherpuri@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.
If you are tax exempt, please provide tax exemption certificate.
Term Number Invoice Date Invoice
Amount Term Start Date Term End Date Notes
1 July 28, 2023 $51,496.21 July 28, 2023 July 28, 2024
Year 1 of Counselor membership+1 Online Workshop+2 Team
seats+1 Reference seat Credit of $19143.58 considered from the
Leadership seat already paid
2 May 30, 2024 $70,639.79 July 28, 2024 July 28, 2025 Year 2 of Counselor membership+1 Online Workshop+2 Team
seats+1 reference seat
3 May 30, 2025 $70,639.79 July 28, 2025 July 28, 2026 Year 3 of Counselor membership+1 Online Workshop+2 Team
seats+1 reference seat
Name _______________________________Signature _____________________________
Title _________________________________Date _________________________________
Page 5 of 5
DocuSign Envelope ID: F12427A2-B265-4A3F-B833-27D473E079BD
08/16/2023City Manager
Approved to Form:
________________________
Jeffrey T. Melching, City Attorney
Attest:
_________________________
Sarah A. Manwaring, City Clerk
Armando G. Villa