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Last updated: June 7, 2024

CaptivateIQ Professional Services Addendum

The following Professional Services Addendum (the “PSA”) relates to the applicable CaptivateIQ agreement (the “Agreement”) and the provision of Professional Services (defined in the Agreement) to Customers. Any other capitalized terms used but not defined in this PSA will have the meanings given to them in the Agreement.

1. PROFESSIONAL SERVICES. CaptivateIQ will provide the Professional Services to Customer in accordance with the Order or SOW entered into under this PSA. Each Customer will be provided with Basic Support unless Customer chooses to purchase the Premier Support or Elite Support offerings all of which are described below.

General Guidance

Defined as General questions about functional use of the CaptivateIQ Services.

Basic Support

  • < 24 hours or the following Monday for requests submitted Friday

Premier Support - if Purchased

  • < 6 hours, if request is submitted prior to 3PM PT, or the following day for requests submitted after 3PM PT (or the following Monday for requests submitted after 3PM PT Friday)
  • ‍

Systems Impaired

Defined as the CaptivateIQ Services are not functioning and are causing mission-critical business operations to be non-operational

Basic Support

  • < 6 hours, if request is submitted  prior to 6PM PT, or the following day for requests submitted after 6PM PT

Premier Support - if Purchased

  • < 2 hours, if request is submitted prior to 10PM PT, or the following day for requests submitted after 10PM PT
  • ‍

Commission Plan Configuration

‍Defined as Commission Plan implementation questions  related to the CaptivateIQ Services

Basic Support

  • Support not provided as part of plan

Premier Support - if Purchased

  • < 6 hours, if request is submitted prior to 3PM PT, or the following day for requests submitted after 3PM PT (or the following Monday for requests submitted after 3PM PT Friday)
  • ‍
Basic Support
  • Unlimited bug resolution
  • General product questions
  • Recommendations for resolving configuration errors that prevent the processing of payouts and exporting data
  • All issues managed via a ticketing system, email, and 1:1 live
  • Adherence to Basic Support’s SSLA Response Time
Premier Support
  • Everything included in Basic Support
  • Design support and build guidance for new plan logic changes in a “hands off” manner
  • Adherence to Premier Support’s SSLA Response Time
Elite Support
  • Everything included in Premier Support
  • Hands-on-keyboard support, updates, and changes to configuration logic by the CaptivateIQ team, subject to the terms of the Documentation
  • Adherence to Elite Support’s SSLA Response Time

‍2. TERM & TERMINATION. CaptivateIQ’s provision of Professional Services will be provided for in accordance with the term specified in the applicable Order or SOW. Notwithstanding anything to the contrary in the Customer’s applicable Agreement, the Professional Services will automatically renew in increments of a Renewal Term, unless either party notifies the other in writing of its intention to terminate the applicable Order or SOW at least 30 days prior to the end of the Initial Term or the then current Renewal term. CaptivateIQ will have no obligation to provide any Professional Services to Customer after termination or expiration of the applicable Order or SOW or the Agreement. In the event of such termination, Customer will not be entitled to any refund or credit for any Fees previously paid.

3. FEES.

  1. Payment. Customer will be invoiced and will pay CaptivateIQ the Fees in accordance with the terms in the applicable Order or SOW. 
  2. Expenses. Customer will be invoiced for any expenses associated with providing Professional Services. 

4. CUSTOMER OBLIGATIONS.

  1. Documentation & Meeting Time. Customer must provide any supporting documentation and sufficient time to meet with CaptivateIQ to ensure that CaptivateIQ has adequate knowledge to perform the agreed upon Professional Services. 
  2. Accuracy & Timeliness. Customer is responsible for the: (i) accuracy and timeliness of the information and data provided to CaptivateIQ; and (ii) reviewing and validating the completeness and accuracy of any of Customer’s imported data.  
  3. Customer Representative. CaptivateIQ will assume that any request by an individual representative of Customer for CaptivateIQ to perform Professional Services within the scope of this PSA, will be deemed to have been approved by Customer for CaptivateIQ to perform such Professional Services.

5. LICENSE GRANT. Subject to the terms of this PSA, CaptivateIQ grants Customer a worldwide, limited, non-exclusive, non-transferable, royalty free license to use, install, display, perform, reproduce a reasonable number of copies of, and distribute internally any deliverables provided in the course of performing Professional Services under this PSA, solely for Customer’s own internal business operations and solely in connection with Customer’s authorized use of the Services. 

6. OWNERSHIP AND RETENTION OF RIGHTS. Except for the license granted under Section 5 (License Grant) of this PSA, CaptivateIQ retains ownership of and the right to use and apply in the performance of Professional Services for third parties, the templates, generalized knowledge, experience, skills, methods, techniques, and know-how of its personnel used in the performance of the Professional Services and the preparation of any deliverable provided thereunder, as well as any rights in any materials or other deliverables CaptivateIQ provides to Customer under this PSA; except that, any of Customer’s Confidential Information or pre-existing materials that are included in any Professional Services or deliverable provided thereunder will remain Customer’s sole property.

7. SUBCONTRACTORS. Customer agrees that CaptivateIQ may engage subcontractors to deliver certain Professional Services under this PSA. CaptivateIQ will remain fully responsible for the delivery of the Professional Services as described in this PSA. 

8. REMEDIES. CaptivateIQ’s entire liability and Customer’s sole remedy for CaptivateIQ’s failure to provide Professional Services that conform with the terms of the applicable Order, SOW, and this PSA will be for CaptivateIQ to at its option: (i) use commercially reasonable efforts to re-provide the Professional Services; or (ii) terminate the applicable offering under the applicable Order or SOW and refund any applicable Fees received for the nonconforming Professional Services.

9. LIMITATION OF LIABILITY. 

  1. EXCLUSION OF DAMAGES. NOTWITHSTANDING ANYTHING TO THE CONTRARY IN THE AGREEMENT, CUSTOMER AGREES CAPTIVATEIQ WILL NOT BE LIABLE FOR ANY LOSS OR CORRUPTION OF DATA, LOSS OF PROFITS, LOSS OF OPERATION TIME, GOODWILL, OR OTHER SPECIAL, INCIDENTAL CONSEQUENTIAL, PUNITIVE, DIRECT OR INDIRECT DAMAGES SUFFERED BY CUSTOMER RESULTING FROM THIS PSA. 
  2. LIABILITY LIMITS. CAPTIVATEIQ’S MAXIMUM AGGREGATE LIABILITY, REGARDLESS OF THE FORM OF ACTION, SHALL NOT EXCEED FEES PAID BY CUSTOMER FOR PROFESSIONAL SERVICES RENDERED UNDER THIS PSA.

10. MISCELLANEOUS.

  1. Modifications. CaptivateIQ may update this PSA and will notify Customer of any changes by posting the new PSA at www.captivateiq.com/professional-services-addendum and updating the "Last Updated" date. CaptivateIQ will notify Customer of material changes by sending an email to the contact's address in the applicable Order and such changes will be effective 30 calendar days following the notification, except to the extent the changes are required by applicable laws, rules, or regulations, in which case they will be effective immediately. Continued use of the Services and receipt of any Professional Services following such changes will indicate Customer’s acknowledgement of such changes and agreement to be bound by the updated version of this PSA.
  2. Language. All Professional Services provided by CaptivateIQ under this PSA will be provided in English.
  3. Order of Agreement. If there is a conflict between the terms of this PSA, the terms of the Agreement, an Order, or a SOW, the precedence will be resolved in the following order: (i) the terms of this PSA; (ii) the terms of the applicable Order; (iii) the terms of the applicable SOW; and (iv) the terms of the Agreement.

Issue Type: Severity 1

Critical Business Impact

Action Plan

  • Work will start immediately following CaptivateIQ’s first response if the support request is made via email during Business Hours,otherwise at the beginning of the next day’s Business Hours and will continue during Business Hours until a resolution is in place.

Criteria

  • Issue has one or both of the following characteristics:
  1. The CaptivateIQ Services are not functioning and are causing mission-critical business operations to be non-operational and no-workaround is available.
  2. Customer Data is corrupted due to an issue in the CaptivateIQ Services Note: CaptivateIQ's obligations to meet the steps for a Severity 1 Issue are dependent and contingent upon a Customer contact being available to provide information required for problem diagnosis and to test/confirm any resolution.

‍

Issue Type: Severity 2

Significant Business Impact

Action Plan

  • Work will start within the next business day  following CaptivateIQ’s first response if the support request is made via  email and will continue during Business Hours until a resolution is in place  and communicated to Customer.

Criteria

  • Issue has one or both of the following characteristics:  
  1. Severly degraded performance due to an issue in the CaptivateIQ Services.
  2. Critical functionality is unavailable, yet the CaptivateIQ Services can continue to operate in a restricted fashion and there is no workaround available to the Customer.

‍

Issue Type: Severity 3

Moderate Business Impact

Action Plan

  • The Issue will be researched and resolution will be communicated to Customer.

Criteria

  • Issue has one or more of the following  characteristics:
  1. Some CaptivateIQ Services are not functioning but most including all critical business operations continue.
  2. Impacts a limited number of Authorized Users

‍

Issue Type: Severity 4

Minimal Impact

Action Plan

  • The Issue will be researched and Severity 4 Issues that are agreed to be fixed will be resolved during a subsequent product release or update. It may be determined, with consultation and input from Customer, that minor Severity 4 items that require a code fix will not be corrected.

Criteria

  • Reported shortcoming in CaptivateIQ Services or Software that has no significant impact to usage and/or availability. Issues include, but are not necessarily limited to, the following examples:
  1. Minor spelling errors
  2. Minor usability issues
  3. Usage and design issues

‍

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