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ED Marketing Target Data PackagesDocuSign Envelope ID: 18991 BFB -EAI E-4DE3-A873-0BE053DC229B dun & bradstreet CUSTOMER NAME: San Rafael, City of ORDER #: 00155995.0 CUSTOMER D -U -N -S'#: 082447459 SERVICE DESCRIPTION SERVICE NAME: D&B Optimizer for Marketing ORDER ORDER DATE: 7/31/2019 SERVICE START DATE: 7/31/2019 SERVICE END DATE: 7/30/2020 EXPIRATION OPTION: Automatic Renewal SELLING TYPE: Subscription Base Target Contacts 5,000 Maximum number of unique Contact records to be downloaded per Contract Term LICENSE TERMS Initial Term of License: 7/3 1/20 19 - 7/30/2020 Each period specified herein, beginning with the applicable Service Start Date(s) and ending with the applicable Service End Date(s), is referred to as a "Contract Term" (or individually as "Contract Term I ", "Contract Term 2" etc., as applicable). This section applies only to Services licensed hereunder which are identified with an "EXPIRATION OPTION" of "Automatic Renewal". This Order shall automatically renew for successive 12 -month renewal terms unless either party notifies the other at least thirty (30) days prior to the expiration of the then current Contract Term. Any such notice by Customer shall be submitted via the online form at www.dnb.com/AutoRenewalCancellation. The fees applicable to an automatic renewal term shall be the same as the fees for the immediately preceding Contract Term unless D&B notifies Customer of a change in writing at least ninety (90) days prior to the expiration of the then -current Contract Term. This automatic renewal language does not apply to Trial, Proof of Concept, no -fee, Service Termination, or orders with a total term of less than 12 months. INVESTMENT Contract Term I PAYMENT INFORMATION Payment Terms: Effective Date Due upon recei Payment Method: I Pay by Cash/Check Currency: USD Shipping and sales taxes will be billed to the Customer as applicable. Page 1 of 9 `i-3-$gg $2,975.00 DocuSign Envelope ID: 18991 BFB-EAIE-4DE3-A873-06E053DC229l3 TERMS & CONDITIONS This Order is placed by Customer with Dun & Bradstreet, Inc. ("D&B"), pursuant to the General Terms & Conditions (hereinafter referred to as the "Governing Terms") available at: Also available at: www.dnb.com/generalterms The Services under this Order may only be used by Customer in the United States to support its U.S. business. TERMS & CONDITIONS - D&B Optimizer for Marketing DESCRIPTION OF SERVICES (as and to the extent applicable based on the selections made within the product description). See Terms & Conditions for specifics. 100% HARD BOUNCE CONTACT REPLACEMENT GUARANTEE D&B will replace contact credits for any contact sourced from the Service which has an undeliverable email address provided that, no more than once a quarter, Customer submits the bounce report and list of email addresses to D&B at https://support.dnb.com/ D&B will then credit Customer's account an equal number of credits. Credits for undeliverable emails during the final three months of a particular Contract Term will only be carried over to the Contract Term immediately following such Contract Term, if any. Unused records at the end of each Contract Term are forfeited and may not be carried over to subsequent Contract Terms. Base Target Data Subscription Package The Base Target Data Subscription Package provides build -a -list functionality to deliver unique Contact and/or Company data in the D&B Optimizer Base Layout. See APPENDIX: D&B OPTIMIZER FOR MARKETING - B for all fields included. Add on data append options are available at an additional cost. TARGET DATA PACKAGES (Base, Strategic & Platform) For the duration of the D&B Optimizer for Marketing Target Data Packages, Customer shall be provided access to Target within the D&B Optimizer for Marketing platform. Using this tool, Customer can search for Contact and Company Records in the D&B database and download unique records up to the limit specified herein. A Contact Record shall, at minimum, include the following data fields: Name (First and Last), Title, Company, Email Address, Business Address, Phone number. Other data fields may be provided as part of the Contact Record, to the extent available (e.g. website address, range of revenue, number of employees, SIC code). A Company record shall, at a minimum include the following data fields: Company, D -U -N -S, Business Address, Employee Count Range, Industry and Business Phone Number. LICENSE Customer is licensed to use the Information and/or Software solely for the (i) Purpose of Use, if any, provided herein and/or (ii) in the Applications, if any, provided herein which may be commercially available or Customer developed. PURPOSE OF USE Sales & Marketing licensed use is limited to lead generation, mailing lists, segmentation analysis, sales channel management, campaign management, sales force automation and call center management, customer acquisition and order entry, or as otherwise limited in the Product Description. Limited Access Database Records are for analysis only and not for any direct marketing use. Standard Customer support: Phone: 888-826-4877 Ext 2 Email: Workbenchsupport@DnB.com Page 2 of 9 DocuSign Envelope ID: 18991 BFB-EA1 E-41DE3-A873-OBE053DC229B Support Hours: (8am to 6pm EST) AGREED TO BY f Dun & Bradstreet, Inc. Y Authorized Signature: i Name: j� r � ��� ( ) Matt Beaulieu V Please Print Title: Account Manager I( I G) Date: 8/1/2019 San Rafael, City o Authorized Signature: Name: (Please Print) Title: [Date: I Purchase Order #: (optional) ADDRESS INFORMATION Product Name Ship To Bill To I Contract Admin D&B Optimizer for Marketing Danielle O'Leary Danielle O'Leary I Danielle O'Leary San Rafael, City of San Rafael, City of I danielle.oleary@cityofsanrafa 1 125 B Street 11125 B Street el.org San Rafael San Rafael CA 94901 USA CA 94901 I USA SALES EXECUTIVE DETAILS Name: Matt Beaulieu Telephone #: I E -Mail: beaulieum@dnb.com Page 3 of 9 DocuSign Envelope ID: 18991 BFB-EA1E-4DE3-A873-06E053DC2296 APPENDIX: D&B OPTIMIZER FOR MARKETING - B TARGET — FIELD LAYOUT GUIDE Company.. Field Name Target Target Target Target S�r�Ltegic Base Strategic Base D -U -N -S Number X X X X Business Name X X X X Location Type X X X X Web Address X X X X BEMFAB (Marketability) X X X Telephone Number X X X X Street Address X X X X Street Address 2 X X X X City Name X X X X X State Province Abbreviation X X X State Province Name X X X X Postal Code X X X X County Name X X X X Country Name X X X X Country Code X X X X FIPS County Code X X X Latitude X X X Longitude X X X Geo Code Accuracy X X X Latitude (Short) X X X Longitude (Short) X X X Employees Here X X X Employee Count Total Employee Count Range X X X X X X X X Revenue (US Dollars) X X X X Revenue Range X X X X Domestic Ultimate D -U -N -S Number X X X X Domestic Ultimate Business Name X X X X Domestic Ultimate Employee Count X X X X Domestic Ultimate Revenue X X X X Page 4 of 9 DocuSign Envelope ID: 18991 BFB -EAI E-4DE3-A873-0BE053DC229B APPENDIX: D&B OPTIMIZER FOR MARKETING - B TARGET — FIELD LAYOUT GUIDE Company.. Field Name Target Target Target Target Strategic Base Strategic Base Domestic Ultimate Employee Range X X X X Domestic Ultimate Revenue Range X X X X Domestic Ultimate Street Address X X X X Domestic Ultimate City X X X X Domestic Ultimate Postal Code X X X X Domestic Ultimate D&B Country Code X X X X Domestic Ultimate State/Province Abbreviation X X X X Major Industry Category X X X Major Industry Name X X X X Related Industries X X X US 1987 SIC I X X X X Primary NAICS 1_1 X X X Primary NAICS 1_2 X X X Primary NAICS 1_3 X X X Primary NAICS 14 X X X Tradestyle Name X X Year Started X X Public/Private Indicator Fax Number X X X X Small Business Indicator X X Minority Owned Indicator X X Owns/Rents Code X X Square Footage X X Subsidiary Indicator X X Manufacturing Indicator X X Legal Status Code X X Import/Export/Agent Code X X Accounting Firm Name X X Currency Code X X Status Code X X Page 5 of 9 DocuSign Envelope ID: 18991 BFB-EA1 E-4DE3-A873-OBE053DC229B APPENDIX: D&B OPTIMIZER FOR MARKETING - B TARGET — FIELD LAYOUT GUIDE Company.. Field Name Target Target Target Target Strategic Base. Strategic Base Population Code X X Site Status X X Hierarchy Code X X Dias Code X X Last Update Date National Identification Number Primary Local Activity Code _ Mailing Address _ Mailing Address 2 X X X X X X X X X X Mailing City Name X X Mailing State/Province Abbreviation X X Mailing Postal Code X X Carrier Route Code X X D&B Continent Code X X D&B Country Code X X D&B State Code X X D&B City Code X X D&B US County Code X X SMSA Code X X FIPS State Code X X FIPS Country Code X X FIPS MSA Code X X Country Access Code X X Employee Count Trend Year X X Employee Count 3 Year Base X X Employee Count 3 Year Growth Percentage X X X X Employee Count 5 Year Base _ Employee Count 5 Year Growth Percentage X X Employee Count Total Reliability Code X X Employee Count Here Reliability Code X X Page 6 of 9 DocuSign Envelope ID: 18991 BFB-EA1 E-41DE3-A873-OBE053DC229B APPENDIX: D&B OPTIMIZER FOR MARKETING - B TARGET — FIELD LAYOUT GUIDE Company.. Field Name Target Target Target Target Strategic Base Strategic Base Revenue (Local Currency) X X Revenue Trend Year X X Revenue 3 Year Base X X Revenue 3 Year Growth Percentage X X Revenue 5 Year Base X X Revenue 5 Year Growth Percentage X X Revenue Local Currency Reliability Code X X Global Ultimate D -U -N -S Number X X Global Ultimate Business Name X X Number of Family Members X X Parent D -U -N -S Number X X Domestic Ultimate FIPS Country Code X X Global Ultimate Indicator X X Global Ultimate FIPS Country Code X X Global Ultimate D&B Country Code X X Global Ultimate State/Province Abbreviation X X Headquarter D -U -N -S Number X X Headquarter/Parent Business Name X X Headquarter/Parent FIPS Country Code X X Headquarter/Parent D&B Country Code X X Headquarter/Parent State/Province X X Line of Business X X US 1987 SIC 2 X X US 1987 SIC 3 X X US 1987 SIC 4 X X US 1987 SIC 5 X X US 1987 SIC 6 X X NAICS 21 Code X X NAICS 22 Code X X NAICS 23 Code X X Page 7 of 9 DocuSign Envelope ID: 18991 BFB-EA1 E-4DE3-A873-OBE053DC229B APPENDIX: D&B OPTIMIZER FOR MARKETING - B TARGET — FIELD LAYOUT GUIDE Company.. Field Name Target Target Target Target Strategic. Base Strategic Base NAICS 2_4 Code X X NAICS 3_1 Code X X NAICS 3_2 Code X X NAICS 3_3 Code X X NAICS 3_4 Code X X NAICS 4_1 Code X X NAICS 4_2 Code X X NAICS 4_3 Code X X NAICS 4_4 Code X X NAICS 5_1 Code X X NAICS 5_2 Code X X NAICS 5_3 Code X X NAICS 54 Code X X NAICS 61 Code X X NAICS 62 Code X X NAICS 6_3 Code X X NAICS 6_4 Code X X Chief Executive Officer Name X X Chief Executive Officer - First Name X X Chief Executive Officer - Middle Initial X X• Chief Executive Officer - Last Name X X Chief Executive Officer - Suffix X X Chief Executive Officer - Prefix X X Chief Executive Officer Title X X First Executive First Name X X First Executive Middle Initial X X First Executive Last Name X X First Executive Suffix X X First Executive Prefix X X First Executive Title X X Page 8 of 9 DocuSign Envelope ID: 18991 BFB -EAI E-4DE3-A873-0BE053DC229B APPENDIX: D&B OPTIMIZER FOR MARKETING - B TARGET — FIELD LAYOUT GUIDE Company.. Field Name Target Target Target Target Strategic Base Strategic Base First Executive MRC Code X X Second Executive First Name X X Second Executive Middle Initial X X Second Executive Last Name X X Second Executive Suffix X X Second Executive Prefix X X Second Executive Title X X Second Executive MRC Code X X Third Executive First Name X X Third Executive Middle Initial X X Third Executive Last Name X X Third Executive Suffix X X Third Executive Prefix X X Third Executive Title X X Third Executive MRC Code X X CEO Mgmt Responsibility Code (MRC) X X Chief Executive Officer Gender Code X X First Name Last Name X X X X Job Title X X Email X X Contact Phone I X X Contact Phone 2 X X Primary Job Function X X All Job Functions X X Job Level X X Linkedln Profile X X Twitter Profile X X Facebook Profile X X Page 9 of 9 CPN RAPgq s z �, yD C'jr� tk`,L7 CONTRACT ROUTING FORM INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown below. TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER: Contracting Department: Economic Development Project Manager: Simon Vuong Extension: 3134 Contractor Name: Dun & Bradstreet Contractor's Contact: Matt Beaulieu Contact's Email: BeaulieuM@DNB.com> L— FPPC: Check if Contractor/Consultant must file Form 700 StepRESPONSIBLE TDEPARTMENT DESCRIPTION COMPLETED REVIEWER DATE Check/Initial 1 Project Manager a. Email PINS Introductory Notice to Contractor 7/30/2019 ❑ b. Email contract (in Word) and attachments to City Attorney c/o Laraine.Gittens@cityofsanrafael.org 2 City Attorney a. Review, revise, and comment on draft agreement 7/31/2019 0 LG and return to Project Manager 7/31/2019 ❑x LG b. Confirm insurance requirements, create Job on (N/A) PINS, send PINS insurance notice to contractor 7/31/2019 3 Department Director Approval of final agreement form to send to ❑ contractor �. 4 Project Manager Forward three (3) originals of final agreement to ❑ contractor for their signature ::=r; -r a d ai.F. 5 Project Manager When necessary, contractor -signed agreement ❑x N/A agendized for City Council approval * *City Council approval required for Professional Services ❑ Agreements and purchases of goods and services that exceed Or $75,000; and for Public Works Contracts that exceed $175,000 PRINT Project Manager Date of City Council approval CONTINUE ROUTING PROCESS WITH HARD COPY 6 Forward signed original agreements to City City Attorney Attorney with printed copy of this routing form 7 Review and approve hard copy of signed 7/31/19 i{ agreement 8 City Attorney Review and approve insurance in PINS , and bonds 7/31/19 (+d (for Public Works Contracts) 9 City Manager/ Mayor Agreement executed by City Council authorized N/A official 10 City Clerk Attest signatures, retains original agreement and 8/1/2019 SV forwards copies to Project Manager