Document:

exh10-31.htm

Exhibit 10.31

STATEMENT OF WORK

AZCU-001

This Statement of Work (“SOW”), by and between Touchpoint Metrics, Inc. (“the Company”) and Arizona State Credit Union (“Client”) effective as of the later date signed below (“Effective Date”), will serve as Client’s approval for the Company to begin work on the project outlined in the Company’s March 25, 2013 proposal (as amended April 1, 2013) for services titled “Driving Member Engagement by Improving Member Experience: A Touchpoint Mapping Proposal for Arizona State Credit Union (“Proposal”), which is made part of this SOW by reference, the scope of which is described there and referenced in the following:

Project Name:  Member Insights and Experience Improvement

Project Description:  Member and market research to inform experience strategy and design and help guide company transformation along aspects of the Competitive Analysis, Member Insight, and Member Experience work threads.

Project deliverables, by phase, include:

	
Phase 1, Immersion

	
Phase 2, Insights

	
§ Project Planning and Kick-Off

§ Data Gathering and Desk Research

§ 1:1 Stakeholder Interviews (~3-5 total)

§ Research Plan and Sampling Strategy

 

	
§ Touchpoint Mapping Workshop

§ Online Customer Focus Groups (2 total, 30 participants)

§ Web-based Customer, Prospect, and Employee Research (~1450 Respondents)

§ Data Analysis, Summarization and Reporting

§ Persona Development (3-5, as dictated by research)

	
Phase 3, Strategy

	
Phase 4, Design

	
§ Business Analysis

§ Current State Journey Maps (3-5, as dictated by research)

§ Strategic Themes Formation

§ Working Strategy Session

§ Strategy Finalization

§ Business Case Development

	
§ Service and Process (re)Design

§ Ideal State Journey Maps (3-5, as dictated by research)

§ Implementation and Prioritization Roadmap

§ Working Strategy Session

§ Key Stakeholder Presentation

 

Engagement Budget:

	
Phase I:

	
Immersion

	
$16,250

	
Phase II:

	
Insights

	
60,350

	
Phase III:

	
Strategy

	
29,200

	
Phase IV:

	
Design

	
36,800

	  	
  Total Fees:

	
$142,600

Please note that optional expenses and sample costs as described on page 25 of the Proposal are not included. Sample Fees will be invoiced as incurred as out-of-pocket expenses, per below.  Should the commercial segment be added, a separate SOW will be developed and submitted.

  

  

  

This budget is presented as a fixed bid fee to complete the work outlined.  These fees would change only if the scope of work changes, and only if authorized by the Client in advance, through a signed Estimate Addendum. Out-of-pocket expenses are not included in the budget, and are accounted for in the “Out-of-Pocket Expenses” section below.

Payment Schedule:

Upon the Effective Date, an amount equal to one-third of the total amount of fees specified in the Budget Estimate (i.e., One Hundred Forty Two Thousand Six Hundred U.S. Dollars ($142,600) (the “Project Fee Total”) will be invoiced to Client by Company, and will be due upon receipt ($47,533.33).  Based on an anticipated timeline of 15 weeks, the second invoice for an additional one-third of the Project Fee Total ($47,533.33) will be sent out eight (8) weeks after the Effective Date, or at the end of Phase 2.  The third and final invoice for the remaining one-third of the Project Fee Total ($47,533.34) will be sent upon project completion, or fifteen (15) weeks after the Effective Date, whichever comes second.  Unless Client asserts a good faith dispute in writing to Company, all invoices, except the initial invoice which is due upon receipt, are due Net 15 days.

Out-of-Pocket Expenses:

Out-of-pocket expenses include (but are not limited to) transcription fees, focus group platform fees, sample acquisition fees or remuneration, color outputs, copies, deliveries, phone, travel, etc. All out-of-pocket expenses are billed at cost, and will not exceed $7,130.00 (5% of Project Fee Total) without written approval obtained from Client in advance of these expenses being incurred. Out-of-pocket expenses exceeding $1000 require prior approval of Client and expenses exceeding $5,000 that are agreed to in advance by Client are subject to a 50% deposit, payable to the Company prior to ordering the service.

Approvals:

The current authorized approval source for Client is: PAUL B. STULL, SVP Strategy & Brand

Terms and Conditions:

This SOW is entered under and pursuant to the Services Agreement between the Company and the Client (“Agreement”) dated March 29, 2013, and is subject to all the terms and conditions of that Agreement.

	
For the Company

	  	
Accepted for Client

	  	  	  
	
MICHAEL HINSHAW

	  	
DAVID E. DOSS

	
Signature

	  	
Signature

	
Michael Hinshaw, President

	  	  
	
4/1/13

	  	
David E. Doss, Pres & CEO

	  	  	
Name, Title

	  	  	  
	  	  	
April 03, 2013

	  	  	
Date

	  	
Statement of Work – AZCU-001

	
Page 2 of 2exh10-32.htm

Exhibit 10.32

STATEMENT OF WORK

QH-002

This Statement of Work (“SOW”), by and between Touchpoint Metrics, Inc. (“the Company”) and Quadrant Homes (“Client”) effective as of the later date signed below (“Effective Date”), will serve as Client’s approval for the Company to begin work on the following project described below:

Project Name: Marketing Oversight/Creative Direction

Project Description: Three-month, approximately 18-day, executive level role providing marketing vendor/partner management, and brand and experience implementation oversight as follows:

1. Marketing Vendor/Partner Management

	
a.  

	
Vendor/Partner Alignment:  Assure vendor roles align with each other and with Evoke’s strategic marketing goals

	
b.  

	
Marketing Vendor Budgets: Initial review of budgets and ensure they are aligned with Evoke’s goals and desired outcomes

	
c.  

	
Marketing Metrics:  Establish, review and oversee metrics to ensure teams measure success against Evoke goals and desired outcomes

	
d.  

	
Vendor Service Areas:

  i. Social Media

 ii. Content

iii. Advertising

iv. Off-Site SEO

	
e.   

	
Ongoing project management is not included in this SOW.

	
2.  

	
Brand and Experience Implementation Oversight – Generally provide assurance that implementation of Evoke’s visual and verbal brand is appropriately delivered as articulated in the Evoke Playbook and Evoke’s Experience Design documents

	
a.  

	
Experience and Brand Comprehension and Articulation:  Across vendors and deliverables, ensure experience and brand concepts are articulated, understood, and at the forefront of internal team and external vendor efforts on Evoke’s behalf

	
b.  

	
Visual Design Adherence:  Ensure visual items produced consistently and appropriately adhere to directions articulated in the Evoke Playbook and Evoke’s Experience Design documents

	
c.  

	
Written Content Adherence:  Ensure written items produced consistently and appropriately adhere to directions articulated in the Evoke Playbook and Evoke’s Experience Design documents and are properly communicated to the intended audience.

Budget Estimate:

	
April

	
$16,000

	
May

	
 12,000

	
June

	
8,000

	
  Total Fees:

	
$36,000

The Company’s Budget Estimate is based on an estimate of the actual time and resources required to complete the SOW, utilizing a flat, blended rate of $250.00 per hour. While an estimate, unless any variance greater than +/- 15 percent of estimated time, or the scope of work varies, these fees will not change.

  

  

  

In addition, fees will be modified only if authorized by the Client in advance, through a signed Estimated Addendum, of such fees being incurred. Estimated fees will be reviewed monthly against actual time spent and fees incurred.

Out-of-pocket expenses are not included, but typically do not exceed 10% of budget total for an engagement of this type.  See “Out-of-Pocket Expenses” section below.

Payment Schedule:

An invoice is to be sent at the end of each month whereby a total amount of hours used will be what is owed for the month.  Due Net 15 days.

Out-of-Pocket Expenses:

Out-of-pocket expenses include (but are not limited to) color outputs, copies, deliveries, sample acquisition or remuneration, phone, travel, etc. All out-of-pocket expenses are billed at cost, and are estimated not to exceed 10% of Project Fee Total. If the demands of the project dictate expenses that exceed this, then written approval will be obtained from Client in advance of these expenses being incurred. Out-of-pocket expenses $1,000 and up that are agreed to in advance by Client are subject to a 50% deposit, payable to the Company prior to ordering the service.

Approvals:

The current authorized approval source for Client is Ken Krivanec.

Terms and Conditions:

This SOW is entered under and pursuant to the Services Agreement between the Company and the Client (“Agreement”) dated November 30, 2012, and is subject to all the terms and conditions of that Agreement.

	
For the Company

	  	
Accepted for Client

	  	  	  
	
MICHAEL HINSHAW

	  	
KEN KRIVANEC

	
Signature

	  	
Signature

	  	  	  
	
Michael Hinshaw, President

	  	
Ken Krivanec, President

	  	  	  
	  	  	  
	  	  	
4/8/13

	
April 2, 2013

	  	
Date

 

 

 

 

	  	
Statement of Work – QH-002

	
Page 2 of 2exh10-33.htm

Exhibit 10.33

STATEMENT OF WORK

QH-003

This Statement of Work (“SOW”), by and between Touchpoint Metrics, Inc. (“the Company”) and Quadrant Homes (“Client”) effective as of the later date signed below (“Effective Date”), will serve as Client’s approval for the Company to begin work on the project outlined in the Company’s April 2, 2013 proposal for services titled “Web-Based Digital Experience: A Website Strategy, Design and Development proposal for Evoke” (“Proposal”) under the general terms of the engagement as described there and in the following:

Project Name: Evoke Website Architecture and Prototype

Project Description: Development of a “clickable prototype” for the Evoke website, including the site architecture and information design (comprised of all pages, the navigation systems which interlink those pages, and each of the individual elements which reside on each page). Each individual page will be thought through and laid out (architecture and information design), but not designed or produced.

This will be instrumental in helping Client leverage the Evoke experience while transforming the home buyer experience in preparation for the launch of Evoke, and will serve as an interactive blueprint for your development team. As-required oversight of site development against this prototype will be a component of our hourly review project (QH-002, Marketing Oversight/Creative Direction).

Budget Estimate:

	
Phase I:

	
Strategy and Architecture

	
$8,500

	
Phase II:

	
Design and User Interface Development

	
11,925

	
Phase III:

	
Web Design Extension

	
7,575

	  	
  Total Fees:

	
$28,000

The Company’s budget estimates are based on an estimate of the actual time and resources required to complete the SOW. These fees are presented as a fixed bid fee to complete the work outlined.  The fees would only change if the scope of work changes, and only if authorized by the Client in advance, through a signed Estimated Addendum, of such fees being incurred.

Out-of-pocket expenses are not included, but typically do not exceed 10% of budget total for an engagement of this type.  See “Out-of-Pocket Expenses” section below.

Payment Schedule:

Upon the Effective Date, an amount equal to one-half of the total amount of fees specified in the Budget Estimate (i.e., Twenty Eight Thousand U.S. Dollars ($28,000)) (the “Project Fee Total”) will be invoiced and due upon receipt of such invoice ($14,000).  The second and final invoice for the remaining one-half of the Project Fee Total ($14,000) will be sent upon delivery of all deliverables specified in the Project Description, or as estimated, five (5) weeks after the Effective Date, whichever comes second.  All invoices, except the initial invoice which is due upon receipt, are due Net 15 days.

Out-of-Pocket Expenses:

Out-of-pocket expenses include (but are not limited to) color outputs, copies, deliveries, sample acquisition or remuneration, phone, travel, etc. All out-of-pocket expenses are billed at cost, and are estimated not to exceed

  

  

  

10% of Project Fee Total. If the demands of the project dictate expenses that exceed this, then written approval will be obtained from Client in advance of these expenses being incurred. Out-of-pocket expenses $5,000 and up that are agreed to in advance by Client are subject to a 50% deposit, payable to the Company prior to ordering the service.

Approvals:

The current authorized approval source for Client is Ken Krivanec.

Terms and Conditions:

This SOW is entered under and pursuant to the Services Agreement between the Company and the Client (“Agreement”) dated November 30, 2012, and is subject to all the terms and conditions of that Agreement.

	
For the Company

	  	
Accepted for Client

	  	  	  
	
MICHAEL HINSHAW

	  	
KEN KRIVANEC

	
Signature

	  	
Signature

	  	  	  
	
Michael Hinshaw, President

	  	
Ken Krivanec, President

	  	  	  
	  	  	
4/8/13

	
April 8, 2013

	  	
Date

	  	
Statement of Work – QH-003

	
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