presented by Cynthia Batty, ISG Chief Knowledge Officer, Robert Finkel, Partner WilmerHale, Richard Fogel, ISG VP Legal, Shawn Helms, Partner K&L Gates, September 29 & 30, 2014.

1. © 2014 Information Services Group, Inc. All Rights Reserved
© 2014 Information Services Group, Inc. All Rights Reserved

2. RFXOne – An Innovative Go To Market Approach
•
Cynthia Batty, ISG Chief Knowledge Officer
•
Robert Finkel, Partner WilmerHale
•
Richard Fogel, ISG VP Legal
•
Shawn Helms, Partner K&L Gates

3. Evolution of Market & Contracting
MATURITY & STANDARDIZATION
MODULARIZATION
HIGH
LOW
LOW
HIGH(ER)
Past
Large, complex deals
Low degree of flexibility
Single-sourcing
Today
Smaller, less complex deals
Higher degree of flexibility
Multi-sourcing

4. ISG’s current RFP10
Definitive Agreement
Client Requirements; MSA (Full or Term Sheet)
Exhibits
Definitions
1
Description of Services
2
Service Levels
3
Pricing & Financial Provisions
4
Human Resource Provisions
5
Governance Model
6
Equipment Assets
10
Software Assets
11
Third Party Contracts
12
Reports
13
Technical Arch. & Standards
8
Current & Planned Projects
9
Change Control
20
Benchmarking
21
Client Satisfaction Survey
14
Safety & Security Procedures
17
Reverse Transition
18
Transition
19

5. ISG’s RFXOne Architecture
Relationship-Level Contract
Master Services Agreement (MSA)
Schedule A: Definitions
Schedule B: Governance
Schedule C: Performance Management Framework
Schedule D: Pricing Methodology
+ Optional Schedules for Risk, Policy, etc.
Supplemental Provision X
Supplemental Provision Y
Supplemental Provisions
Transaction-Specific Contracts
Service Delivery Contract
Exhibit 1: Service Catalog
Exhibit 2: Technology
Exhibit 3: Service Delivery
Exhibit 4: Performance Mgt
Exhibit 5: Pricing
Exhibit 6: Termination Asst.
Optional additional exhibits
Master Personnel Transfer Agreement
Exhibit X: Affected Emps & Contractors
Exhibit X : Personnel Projection
Asset and Contract Transfer Agreement
Exhibit X: Transferred Assets
Exhibit X: Transferred Contracts

6. ISG’s RFXOne Architecture
Relationship-Level Contract
Master Services Agreement (MSA)
Schedule A: Definitions
Schedule B: Governance
Schedule C: Performance Management Framework
Schedule D: Pricing Methodology
+ Optional Schedules for Risk, Policy, etc.
Supplemental Provision X
Supplemental Provision Y
Supplemental Provisions
Transaction-Specific Contracts
Service Delivery Contract
Exhibit 1: Service Catalog
Exhibit 2: Technology
Exhibit 3: Service Delivery
Exhibit 4: Performance Mgt
Exhibit 5: Pricing
Exhibit 6: Termination Asst.
Optional additional exhibits
Master Personnel Transfer Agreement
Exhibit X: Affected Emps & Contractors
Exhibit X : Personnel Projection
Asset and Contract Transfer Agreement
Exhibit X: Transferred Assets
Exhibit X: Transferred Contracts

7. K&L Gates MSA
Modern and Streamlined Form
Scope Agnostic
Aligned with ISG Schedules
Easily Customizable
Customer Favorable and Market Tested
Quickly Add New Services

8. Give us your card – we’ll keep you informed.