Foundation Program Terms and Conditions

Effective Date – May 3, 2022

Project objectives

Customer is seeking support for their initial implementation of the Collibra platform. This program will support the establishment of a Collibra Catalog, adding technical lineage, Operating Model refinements, and leverage other parts of the Collibra platform to transfer knowledge and best practices to Customer for their further, extended use of the Collibra Data Intelligence Cloud platform.

In scope

Out of scope

All tasks not detailed in the IN-SCOPE section above are considered out of scope, including:

1. Configuration of Reference Data, Policy Manager, and Data Helpdesk modules of Collibra Data Governance Center.
2. Database administration (DBA) responsibilities including configuration or administration of database servers and database software.
3. Knowledge of third-party software APIs and interface mechanisms.
4. Use of third-party test automation software or test automation expertise.
5. Custom report development using third party tools.
6. Integration with other systems not specifically included above.
7. Any development with the DGC Java API or REST API.
8. Data preparation and sourcing or extraction of data from the source systems.
9. Custom workflows.
10. Design, configuration and implementation of high availability or disaster recovery environments.
11. Program management is the responsibility of Customer including all communication with the steering committee.
12. Installation, configuration, use or administration of any third-party software not provided by Collibra.
13. Organizational change management activities

Assumptions

1. Single Sign On (SSO) will be configured with assistance of Onboarding services in the development environment only. The expectation is Customer will own the configuration of SSO in the test and production environment.
2. Collibra consultants will make maximum use of out-of-box product capabilities to minimize custom development.
3. The Customer will have collected all functional requirements, roles, responsibilities prior to the start of the project.
4. The Customer will have defined their data governance organization structure and roles prior to the start of the project.
5. The Customer will make available key team members during the implementation.
6. Customer personnel will shadow Collibra consultants as a learning exercise.
7. The Customer will identify data sources to be included and provide file extracts and layouts.
8. Up to two (2) out-of-box workflows will be configured during the implementation.
9. Up to two (2) dashboards will be created. Dashboard customization will be limited to use of the widgets provided. Custom application development or integration is out of scope.
10. Up to two (2) lineage diagrams will be created. Additional lineage diagrams will be configured by Customer personnel.
11. Up to three (3) data sources will be loaded manually using our Collibra DGC UI or Collibra Catalog “native” Ingestion.
12. The Customer will secure and provide timely access to data, documentation, systems, and facilities necessary to complete all tasks.
13. The Customer will provide machines and network access if Collibra consultants are not permitted to use their Collibra issued laptop (Mac or PC)
14. Customer will provide remote access to Collibra staff to the Collibra environments in-scope.
15. Documents will be delivered using Collibra templates, format, and content.
16. Customer and Collibra will mutually agree on the location of work. As a principle, full-day workshops and trainings will be conducted on-site whereas activities such as configuration, development, documentation, and test support are performed remotely.
17. Collibra personnel shall be deployed during Collibra’s normal operating hours in the location of work.
18. The project is expected to be completed within twelve (12) months from the Order Effective Date. Collibra shall not be obligated to perform any Services or provide any Deliverables after this expiration even if the estimated Professional Services time stated above has not been fully utilized in the twelve (12) month period following the Effective Date. The parties will negotiate in good faith a change order should any additional days/hours be required beyond the foregoing time period.
19. The implementation is assumed to run for five (5) consecutive weeks. Delays may have impact on the timeline and will require a Change Request (CR) to address the cost overage.
20. Customer acknowledges that Collibra may utilize subcontractors in its performance of the Services hereunder.
21. Customer acknowledges that the expected schedule is based on Collibra’s industry experience. While performing the Services hereunder, Collibra may encounter unforeseen circumstances that increase the effort required to fulfill its obligations. Therefore, Customer hereby agrees that should Collibra require any additional hours and/or days to complete the objectives in the Description of Services, the parties shall mutually agree upon a change order setting out the amended scope and/or fees for such additional hours. Collibra shall use its best efforts to provide to Customer as advance notice of any such additional hours as possible.

Collibra personnel roles & responsibilities