Attached files

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10-K - FORM 10-K - Symetra Financial CORPv58499e10vk.htm
EX-4.4 - EX-4.4 - Symetra Financial CORPv58499exv4w4.htm
EX-32.1 - EX-32.1 - Symetra Financial CORPv58499exv32w1.htm
EX-31.1 - EX-31.1 - Symetra Financial CORPv58499exv31w1.htm
EX-32.2 - EX-32.2 - Symetra Financial CORPv58499exv32w2.htm
EX-10.8 - EX-10.8 - Symetra Financial CORPv58499exv10w8.htm
EX-24.1 - EX-24.1 - Symetra Financial CORPv58499exv24w1.htm
EX-31.2 - EX-31.2 - Symetra Financial CORPv58499exv31w2.htm
EX-23.1 - EX-23.1 - Symetra Financial CORPv58499exv23w1.htm
EX-10.6 - EX-10.6 - Symetra Financial CORPv58499exv10w6.htm
EX-10.26 - EX-10.26 - Symetra Financial CORPv58499exv10w26.htm
EX-10.35 - EX-10.35 - Symetra Financial CORPv58499exv10w35.htm
EX-10.12 - EX-10.12 - Symetra Financial CORPv58499exv10w12.htm
EX-10.16 - EX-10.16 - Symetra Financial CORPv58499exv10w16.htm
Exhibit 10.3
Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission.
AMENDMENT NO. 2 TO
MASTER SERVICES AGREEMENT
     This Amendment No. 2 (this “Amendment”) to the Master Services Agreement dated August 1, 2009 (the “Agreement”) is hereby entered into as of December 17, 2010 and effective August 31, 2010 by and between Symetra Life Insurance Company, a Washington corporation (including its successors and permitted assigns, “Symetra”), and Affiliated Computer Services, Inc., a Delaware corporation (including its successors and permitted assigns, “ACS”). Capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Agreement.
     NOW THEREFORE, in consideration of the representations, warranties, promises and covenants contained herein, and other good and valuable consideration, the receipt, sufficiency and adequacy of which are hereby acknowledged, the Parties, intending to be legally bound, agree to the foregoing and as follows:
1. Amendment to Schedule 3, Section 7.1.5. Section 7.1.5 is replaced with the following:
7.1.5 Project Services. Project Services are charged on a monthly basis in the fixed dollar amount set forth in Appendix 3.1 for Services that span all Service Towers. Project Services shall mean work requested by Symetra so long as: (a) the request is for a discrete unit of non-recurring work that requires start-up, planning and execution; (b) the work is not required for ACS to meet other obligations under the Agreement; and (c) the work is not required to meet SLAs (which work ACS shall perform without incremental cost to Symetra).
If Symetra authorizes an increase in the project Services per month, the rate for such additional Services shall be provided based on the rates set forth in Schedule 4 or, for Third-Party charges, as agreed to by Symetra. If Symetra exceeds the monthly project Services amount available in a given month, the excess amount will be charged using the rates set forth in Schedule 4 or, for Third-Party charges, as agreed to by Symetra. If Symetra does not fully utilize the fixed dollar amount available in a given month, the balance of the unused dollar amount available for that month shall carry forward month-over-month. The dollar amount shall accumulate and aggregate and be usable for a twelve (12) month period from the date that amount accrued, after which time such dollar amount for that corresponding month shall expire.
ACS shall provide Symetra with an additional [***] per month of project Services at no cost to Symetra during Contract Years 1 and 2. For Contract Year 2, the [***] per month will accrue and not expire in accordance with the methodology in this Section 7.1.5 of Schedule 3 of the Agreement and Symetra may hold those values for use at any time during the contract term.

 


 

2. Amendment to Schedule 3, Section 7.6.4. Section 7.6.4 is replaced with the following:
7.6.4 Doc1 e2Vault Archive/iProof. Pricing is on a per-image basis. The overall scope of work included in the price is comprised of the following:
    The Bowne hardware and software licenses specifically used to create the input file. This does not include ACS hardware or software or any hardware or software used for other Bowne solutions priced elsewhere (i.e. only items specific to this process);
 
    The creation of the input file for ingestion into e2Vault application;
 
    Software support for e2Vault (iProof module, Archive module, and Render module);
 
    Software licenses for e2Vault;
 
    Software upgrades required to maintain currency (n-2). This does not include upgrades requested by Symetra to implement new functionality, such upgrades will be assessed separately to determine any cost impacts to Symetra; and
 
    Monthly reporting for this process.
In the event that Bowne elects to move from Doc1 e2Vault Archive to another image archive solution, Symetra will have the option to renegotiate the then current rate schedule as shown in Appendix 3.1. In addition, ACS agrees to renegotiate the baseline unit rate if over a three (3) consecutive month period, the units billed are greater than [***].
In the event that a new software version requires functionality beyond the current scope of Section 7.6.4, Symetra and ACS will negotiate the terms of the additional services.
3. Section 7.7.13 is added to the Agreement.
7.7.13 ePresentment Credit. ACS will provide Symetra with an ePresentment credit of [***]to be used for project management within the ePresentment project. If Symetra uses a web based electronic delivery solution not offered by ACS, such credit will no longer apply. This credit is valid between January 1, 2011 and December 31, 2011.
[Signature Page Follows]

-2-


 

          IN WITNESS WHEREOF, the parties have executed this Amendment No. 2 as of the date and year first above written.
SYMETRA LIFE INSURANCE COMPANY
         
By:
  /s/ Troy Olson-Blair    
 
       
Title: VP, CIO    
Date: 12-17-2010    
 
       
AFFILIATED COMPUTER SERVICES, INC.    
 
       
By:
  /s/ Derrick Brown    
 
       
Title: SBU Executive    
Date: December 16, 2010    

-3-


 

Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission.
     
Pricing Appendix
  The data in this document is Confidential and Proprietary Information
Table of Contents
  Pricing Workbook Table of Contents
     
Worksheet Title / Hyperlink   Description
Template Instructions
   
Instructions & Setup Sheet
  READ FIRST—Instructions for Setting up and Completing Pricing Workbook
Pricing Summary Sheets
   
Pricing Summary - 5 Year Rollup
  Summary of Five-Year pricing across all Service Areas
Monthly Charges
   
Data Center
  Pricing for Data Center Services
Distributed Computing
  Pricing for Distributed Computing Services
Data Network
  Pricing for Data Network Services
Help Desk
  Pricing for Help Desk Services
Voice Communications
  Pricing for Voice Communications Services
Output Processing
  Pricing for Output Processing Services
Content Management
  Pricing for Content Management Services
Disaster Recovery
  Worksheet for Itemizing Disaster Recovery Charges for Each Tier of Service
Other Costs
   
Migration (Transition) Fees
  Worksheet for itemizing transition (migration) fees for any major change in the ways that services will be delivered
Termination Fees
  Worksheet for itemizing Termination Fees for new services only in each Service Area.
Vendor Pricing Assumptions
   
Pricing Assumptions
  Worksheet to itemize all assumptions upon which its pricing is dependent
Other Worksheets
   
Optional Pricing Scenarios
  Worksheet to price alternate solutions to reduce price

 


 

     
Confidential and Proprietary
  Summary — 5 Year Rollup Pricing
SUMMARY—FIVE-YEAR ROLL-UP
Click links for
         
         
Service Recipient:
  Symetra                TOC page Pricing Assumptions
Vendor Name:
  ACS    
TOTAL ANNUAL SERVICE FEES
                                                                 
Service / Description   Year 1   Year 2   Year 3   Year 4   Year 5   Year 6 Optional   Year 7 Optional   Total
Data Center
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Distributed Computing
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Data Network
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Help Desk
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Voice Communications
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Output Processing
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Content Management
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
ANNUAL TOTAL FEES
  $ 11,414,520     $ 10,579,644     $ 10,620,036     $ 10,757,196     $ 10,924,716     $ 10,924,716     $ 10,924,716     $ 76,145,544  
TOTAL ANNUAL FEES
                                                                 
Service / Description   Year 1   Year 2   Year 3   Year 4   Year 5   Year 6 Optional   Year 7 Optional   Total
Data Center
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Distributed Computing
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Data Network
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Help Desk
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Voice Communications
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Output Processing
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Content Management
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
ANNUAL TOTAL FEES
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
EARLY TERMINATION FEES
                                         
Early Termination Fees — Data Center
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Early Termination Fees — Distributed Computing
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Early Termination Fees — Data Network
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Early Termination Fees — Help Desk
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Early Termination Fees — Voice Communications
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Early Termination Fees — Output Processing
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Early Termination Fees — Content Management
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
TOTAL TERMINATION FEES
  $ 4,728,377     $ 4,161,873     $ 3,247,766     $ 2,841,432     $ 2,515,901  
     
NOTE: Early termination fees apply only to termination for convenience
  Termination Fees Details
YEAR 1 ONE-TIME MIGRATION (TRANSITION) COSTS
         
Data Center
  $ [***]  
Distributed Computing
  $ [***]  
Data Network
  $ [***]  
Help Desk
  $ [***]  
Voice Communications
  $ [***]  
Output Processing
  $ [***]  
Content Management
  $ [***]  
TOTAL MIGRATION (TRANSITION) FEES
  $ [***]  
Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission.

Page 2 of 19


 

     
     
Confidential and Proprietary
  Pricing for Data Center
Data Center
Symetra
ACS
         
    Click links for
 
      Pricing
 
  TOC page   Assumptions
 
       
                                                                                                                                                                                     
                                                                                                                                Year 6   Year 7    
        Year 1   Year 2   Year 3   Year 4   Year 5   Optional   Optional    
        Price   Price   Price   Price   Price   Price   Price    
Vendor Provided Services   Resource   Per Month   Per Month   Per Month   Per Month   Per Month   Per Month   Per Month    
    Unit of   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly    
Resource Unit Category   Measure   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Description/Comments
Management Services (including fees associated with Schedule 1)
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]       [***]       [***]       [***]       [***]       [***]          
Mainframe
        [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]                       [***]                       [***]          
Mainframe Services (Dedicated system)
  MIPs     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Servers
        [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]                       [***]                       [***]          
Physical Standard Server
  Qty of Servers     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Physical Large Server
  Qty of Servers     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]     Y2 represents VM Ware host refresh to increase memory to support V Sphere Software License
Virtual Host Servers
  Qty of Servers     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Virtual Server OS Instances
  Qty of OS Instances     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Remote Servers
  Qty of Servers     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Database Services
        [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]                       [***]                       [***]          
Mainframe
  Qty of Instances (Prod, QUA and Dev)     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Servers
  Qty of Instances (Prod, QUA and Dev)     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Storage
        [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]                       [***]                       [***]          
Storage Services TIER 1 (All in price to include hardware, software, services and tape backup)
  Qty of GB     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Storage Services TIER 2 (All in price to include hardware, software, services and tape backup)
  Qty of GB     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Storage Services TIER 3 (All in price to include hardware, software, services and tape backup)
  Qty of GB     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Storage Services TIER 4 (All in price to include hardware, software, services and tape backup)
  Qty of GB     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Infrastructure Project Services
        [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]                       [***]                       [***]          
Project Pool Hours
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Communication and Collaboraration
        [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]                       [***]                       [***]          
Email including but not limited to Calendar and Email Attachment Encryption. Does not include archiving
  Employee Count     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]     Includes labor and tools - infrastructure support included in server rates above
Email Archive
  Qty of Users     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
IM, Livemeeting, etc.
  Qty of Users     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
MOSS
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
EMC VMware Lab Manager
  Qty of Active CPU Slots     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
EMC VMware Lifecycle Manager
  Qty of Active CPU Slots     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
ORACLE Core ID Licensing (non-employee)
  Qty of Licenses     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Oracle Core ID Maintenance (non-employee)
  Qty of Licenses     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
        MONTHLY SERVICES FEE
    [***]                       [***]       [***]               [***]                       [***]                       [***]                       [***]                       [***]          
        ANNUAL SERVICES FEE
    [***]                       [***]                       [***]                       [***]                       [***]                       [***]                       [***]          
 
                                                                                                                                                                                   
Pass-through Charges (Third-party provided products, services, and/or project expenses) Note: Provide a detailed list of items in each category as an attachment to this pricing sheet.    
 
                                                                                                                                                                                   
                        Monthly                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly        
Pass-Through Description & Vendor   Unit of Measure                   Total                   Total                   Total                   Total                   Total                   Total                   Total        
Filenet Software Maintenance
                      $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
Other (specify in Comments) — see “Pass through detail” sheet
                      $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]     VMWare Instance SA-06-026, Email Archive SA-07-035, Manage User Groups SA-07-035, Managed Transport (FTP) SA-08-0021
        MONTHLY TOTAL
PASS-THROUGH FEE
  $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
        ANNUAL PASS-THROUGH FEE
  $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
 
                                                                                                                                                                                   
        ANNUAL SERVICE AREA FEES
  $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
Additional Resource Charges (ARC) and Reduced Resource Charges (RRC)
                                                                                                                     
        Year 1   Year 2   Year 3   Year 4   Year 5   Year 6 Optional   Year 7 Optional
Vendor Provided Services   Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month
                                RRC Unit                                                   ARC Unit                   RRC Unit
Resource Unit Category   Unit of Measure   ARC Unit Price   RRC Unit Price   ARC Unit Price   Price   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   Price   RRC Unit Price   ARC Unit Price   Price
Mainframe
                                                      $ [***]     $ [***]     $ [***]                                          
Mainframe Services (including DASD and Tape Processing)
  MIPs   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Servers
      $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]                                  
Physical Standard Server
  Qty of Servers   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Physical Large Server
  Qty of Servers   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Virtual Host Servers
  Qty of Servers   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Virtual Server OS Instances
  Qty of OS Instances   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Remote Servers
  Qty of Servers   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Database Services
      $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Mainframe
  Qty of Instances (Prod, QUA and Dev)   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Servers: SQL
  Qty of Instances (Prod, QUA and Dev)   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Storage Services
      $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Storage Services TIER 1 (All in price to include hardware, software, services and tape backup)
  Qty of GB   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Storage Services TIER 2 (All in price to include hardware, software, services and tape backup)
  Qty of GB   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Storage Services TIER 3 (All in price to include hardware, software, services and tape backup)
  Qty of GB   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Storage Services TIER 4 (All in price to include hardware, software, services and tape backup)
  Qty of GB   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Communication and Collaboraration
      $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Email including but not limited to Calendar and Email Attachment Encryption. Does not include archiving
  Employee Count   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Email Archive
  Qty of Users   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
IM, Livemeeting, etc.
  Qty of Users   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
MOSS
  Fixed   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
EMC VMware Lab Manager
  Qty of Active CPU Slots   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
EMC VMware Lifecycle Manager
  Qty of Active CPU Slots   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
ORACLE Core ID Licensing (non-employee)
  Qty of Licenses   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Oracle Core ID Maintenance (non-employee)
  Qty of Licenses   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Infrastructure Project Services
              $ [***]                                     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Project Pool Hours
  Hours                                                                           $ [***]                     $ [***]     $ [***]  
Management Fees Detail:
                         
Description   Units   Unit Rate   Monthly Charge
Account management (Acct team, Innovation, SDRM, Contract management, Other cross functional)
    [***]       [***]       [***]  
FileNet Application Services
    [***]       [***]       [***]  
IT Continuity (Disaster Recovery)
    [***]       [***]       [***]  
Total
    [***]               [***]  
SUMMARY OF PRICING CHANGES FROM 06-11-2009 SUBMISSION:
1.   Called out account management
 
2.   STORAGE — provided tiered storage pricing and adjusted volumes to reflect virtualization and changes to P8 environment
 
3.   P8 ENVIRONMENT — Provided breakout of P8 volumes in a separate sheet “Data Center-P8”
 
4.   Revised MOSS pricing
 
5.   Revised project pool hours rate based of current labor rates
 
6.   Provided better year-over-year efficiencies
STORAGE TIERING EXPLANATION:
Tier 1 is mainframe storage
Tier 2 is high speed fiber channel connected storage
Tier 3 is medium speed serial connected storage
Tier 4 is WORM storage
Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission.

 


 

     
     
Confidential and Proprietary
  Pricing for Data Center
Data Network
Symetra
ACS
         
 
  Click links for
 
      Pricing
 
  TOC page   Assumptions
 
       
                                                                                                                                                                                     
                                                                                                                                Year 6   Year 7    
        Year 1   Year 2   Year 3   Year 4   Year 5   Optional   Optional    
        Price   Price   Price   Price   Price   Price   Price    
Vendor Provided Services       Per Month   Per Month   Per Month   Per Month   Per Month   Per Month   Per Month    
    Unit of   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly    
Resource Unit Category   Measure   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Description/Comments
Management Services (including fees associated with Schedule 1)
  Fixed     [**]     $ [***]       [**]       [**]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]                  
Network Services
        [**]     $ [***]       [**]       [**]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]                       [***]                       [***]                  
Routers (includes all managed services)
  Qty of routers     [**]     $ [***]       [**]       [**]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]                  
Load Balancers
  Qty of load balancers     [**]     $ [***]       [**]       [**]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]                  
LAN Switches (Wired and wireless and includes all managed services)
  Qty of switches     [**]     $ [***]       [**]       [**]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]                  
Firewalls (includes all managed services)
  Qty of firewalls     [**]     $ [***]       [**]       [**]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]                  
Network IDS
  Fixed     [**]     $ [***]       [**]       [**]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]                  
Host IDS
  Fixed     [**]     $ [***]       [**]       [**]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]                  
Managed penetration
  Fixed     [**]     $ [***]       [**]       [**]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]                  
 
      MONTHLY SERVICES FEE     [**]                       [***]                       [***]                       [***]                       [***]                       [***]                       [***]                  
 
      ANNUAL SERVICES FEE     [**]                       [***]                       [***]                       [***]                       [***]                       [***]                       [***]                  
 
                                                                                                                                                                                           
Pass-through Charges (Third-party provided products, services, and/or project expenses) Note: Provide a detailed list of items in each category as an attachment to this pricing sheet.      
 
                                                                                                                                                                                           
                        Monthly                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly    
Pass-Through Description & Vendor   Unit of Measure                   Total                   Total                   Total                   Total                   Total                   Total                   Total    
                                                                                                                                                                         
See “Pass-through Detail Sheet”
                      $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
Other (specify in Comments)
                      $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
 
                      $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
 
      MONTHLY TOTAL PASS-THROUGH FEE   $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
 
      ANNUAL PASS-THROUGH FEE   $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
Additional Resource Charges (ARC) and Reduced Resource Charges (RRC)
                                                                                                                     
        Year 1   Year 2   Year 3   Year 4   Year 5   Year 6 Optional   Year 7 Optional
Vendor Provided Services   Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month  
Resource Unit Category   Unit of Measure   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price
Routers
  Qty of routers   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Load Balancers
  Qty of load balancers   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Switches
  Qty of switches   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Firewalls
  Qty of firewalls   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Management Fees Detail:
                         
Description   Units   Unit Rate   Monthly Chrg
Account management (Acct team, Innovation, SDRM, Contract management, Other cross functional)
    [***]       [***]       [***]  
Total
                    [***]  
SUMMARY OF PRICING CHANGES FROM 06-11-2009 SUBMISSION:
1.   Called out account management
 
2.   Added load balancer pricing
 
3.   Adjusted variable rates to reduce management fees
 
4.   Moved “Output T1” pricing to Data Network tower passthrough charges
 
5.   Moved Sungard Disaster Recovery Circuit Data Network tower passthrough charges
Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission.

 


 

     
Confidential and Proprietary
Pricing for Distributed Computing
         
Distributed Computing
  Click links for
 
      Pricing
Symetra
  TOC page   Assumptions
ACS
       
                                                                                                                                                                                     
                                                                                                                                Year 6   Year 7    
        Year 1   Year 2   Year 3   Year 4   Year 5   Optional   Optional    
        Price   Price   Price   Price   Price   Price   Price    
Vendor Provided Services       Per Month   Per Month   Per Month   Per Month   Per Month   Per Month   Per Month    
    Unit of   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly    
Resource Unit Category   Measure   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Description/Comments
Management Services (including fees associated with Schedule 1)
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
 
        [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]               [***]                       [***]          
Symetra Hqs — Desktop/Laptop Support (includes support of end users attached peripherals and all services specified in SOW)
  Employee Count     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Remote Offices — Desktop/Laptop Support (includes support of end users attached peripherals and all services specified in SOW including any third party services )
  Employee Count     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Remote Teleworkers — Desktop/Laptop Support (includes support of end users attached peripherals and all services specified in SOW including any third party services )
  Employee Count     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Network Attached Printers
  Qty of Printers     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Mobile Computing Users/PDA Support (PDA=Blackberry, smartphones, wireless cards, etc.
  Qty of Managed Devices     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
        MONTHLY SERVICES FEE
    [***]                       [***]                       [***]                       [***]                       [***]                       [***]                       [***]          
        ANNUAL SERVICES FEE
    [***]                       [***]                       [***]                       [***]                       [***]                       [***]                       [***]          
 
                                                                                                                                                                                   
Pass-through Charges (Third-party provided products, services, and/or project expenses) Note: Provide a detailed list of items in each category as an attachment to this pricing sheet.
 
                                                                                                                                                                                   
    Unit of                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly    
Pass-Through Description & Vendor   Measure                   Total                   Total                   Total                   Total                   Total                   Total                   Total    
Other (specify in Comments)
                      $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
Other (specify in Comments)
                      $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
MONTHLY TOTAL PASS-THROUGH FEE
  $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
    ANNUAL PASS-THROUGH FEE
  $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
    ANNUAL SERVICE AREA FEES
  $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
                                                                                                                     
Additional Resource Charges (ARC) and Reduced Resource Charges (RRC)
        Year 1   Year 2   Year 3   Year 4   Year 5   Year 6 Optional   Year 7 Optional
Vendor Provided Services       Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month
                                                                                        ARC Unit   RRC Unit        
Resource Unit Category   Unit of Measure   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   Price   Price   ARC Unit Price   RRC Unit Price
Symetra Hqs — Desktop/Laptop Support (includes support of end users attached peripherals and all services specified in SOW)
  Employee Count   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Remote Offices — Desktop/Laptop Support (includes support of end users attached peripherals and all services specified in SOW including any third party services )
  Employee Count   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Remote Teleworkers — Desktop/Laptop Support (includes support of end users attached peripherals and all services specified in SOW including any third party services )
  Employee Count   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Network Attached Printers
  Qty of Printers   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Mobile Computing Users/PDA Support (PDA=Blackberry, smartphones, wireless cards, etc.
  Qty of Managed Devices   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Management Fees Detail:
                         
Description   Units   Unit Rate   Monthly Chrg
Account management (Acct team, Innovation, SDRM, Contract management, Other cross functional)
    [***]       [***]       [***]  
Total
                    [***]  
SUMMARY OF PRICING CHANGES FROM 06-11-2009 SUBMISSION:
1. Called out account management
2. Broke pricing down into Headquarters, Remote Offices, and Remote Teleworkers

Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission.

 


 

     
         
Help Desk   Click links for
 
      Pricing
Symetra
  TOC page   Assumptions
ACS
       
                                                                                                                                                                                     
                                                                                                                                Year 6   Year 7    
        Year 1   Year 2   Year 3   Year 4   Year 5   Optional   Optional    
        Price   Price   Price   Price   Price   Price   Price    
Vendor Provided Services       Per Month   Per Month   Per Month   Per Month   Per Month   Per Month   Per Month    
    Unit of   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly    
Resource Unit Category   Measure   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Comments
Management Services (including fees associated with Schedule 1)
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
 
                        [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]               [***]       [***]               [***]                       [***]                       [***]          
Help Desk Users (includes all services specified in SOW)
  Employee Count     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
    MONTHLY SERVICES FEE
    [***]                       [***]                       [***]                       [***]                       [***]                       [***]                       [***]          
    ANNUAL SERVICES FEE
    [***]                       [***]                       [***]                       [***]                       [***]                       [***]                       [***]          
 
                                                                                                                                                                                   
Pass-through Charges (Third-party provided products, services, and/or project expenses) Note: Provide a detailed list of items in each category as an attachment to this pricing sheet.
 
                                                                                                                                                                                   
    Unit of                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly    
Pass-Through Description & Vendor   Measure                   Total                   Total                   Total                   Total                   Total                   Total                   Total    
Symetra Remedy User Licenses
                                                                                                                                                                                   
Fixed user Remedy licenses
  Total Licenses     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]     BMC has changed their pricing structure. Includes 5 licenses for Atrium CMDB
Novell ID Management Licenses
  Total Licenses     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]     ACS Novell ID Solution will replace this software.
Other (specify in Comments)
        [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
 
        [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
    MONTHLY TOTAL PASS-THROUGH FEE
    [***]                       [***]                       [***]                       [***]                       [***]                       [***]                       [***]          
    ANNUAL PASS-THROUGH FEE
    [***]                       [***]                       [***]                       [***]                       [***]                       [***]                       [***]          
    ANNUAL SERVICE AREA FEES
    [***]                       [***]                       [***]                       [***]                       [***]                       [***]                       [***]          
                                                                                                                     
Additional Resource Charges (ARC) and Reduced Resource Charges (RRC)
        Year 1   Year 2   Year 3   Year 4   Year 5   Year 6 Optional   Year 7 Optional
Vendor Provided Services       Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month
                                                                                        ARC Unit            
Resource Unit Category   Unit of Measure   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   Price   RRC Unit Price   ARC Unit Price   RRC Unit Price
Help Desk Users
  Employee Count   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Management Fees Detail:
                         
Description   Units   Unit Rate   Monthly Chrg
Account management (Acct team, Innovation, SDRM, Contract management, Other cross functional)
    [***]       [***]       [***]  
Total
                    [***]  
SUMMARY OF PRICING CHANGES FROM 06-11-2009 SUBMISSION:
1. Called out account management
2. Updated Remedy licenses count
3. Added Novell ID Management Licences pricing
Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission.

 


 

     
         
Voice Communications   Click links for
 
      Pricing
Symetra
  TOC page   Assumptions
ACS
       
                                                                                                                                                                                     
                                                                                                                                Year 6   Year 7    
        Year 1   Year 2   Year 3   Year 4   Year 5   Optional   Optional    
        Price   Price   Price   Price   Price   Price   Price    
Vendor Provided Services       Per Month   Per Month   Per Month   Per Month   Per Month   Per Month   Per Month    
    Unit of   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly    
Resource Unit Category   Measure   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Comments
Management Services (including fees associated with Schedule 1)
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
 
              $ [***]       [***]             $ [***]       [***]             $ [***]       [***]             $ [***]       [***]             $ [***]       [***]                       [***]                       [***]          
Voice Services as detailed in the Voice Services SOW
  Employee Count     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Call Recording (NICE)
  Qty of Users     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
        MONTHLY SERVICES FEE
    [***]                       [***]                       [***]                       [***]                       [***]                       [***]                       [***]          
        ANNUAL SERVICES FEE
    [***]                       [***]                       [***]                       [***]                       [***]                       [***]                       [***]          
 
                                                                                                                                                                                   
Pass-through Charges (Third-party provided products, services, and/or project expenses) Note: Provide a detailed list of items in each category as an attachment to this pricing sheet.
 
                                                                                                                                                                                   
    Unit of                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly    
Pass-Through Description & Vendor   Measure                   Total                   Total                   Total                   Total                   Total                   Total                   Total    
Inbound — Access Baseline
                      $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
Outbound/Inbound — Dedicated Baseline
                      $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
Outbound — Switched / Business Line Baseline
                      $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
See “Pass-through Detail Sheet”
                      $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
    MONTHLY TOTAL PASS-THROUGH FEE
  $ -                     $ -                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
    ANNUAL PASS-THROUGH FEE
  $ -                     $ -                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
    ANNUAL SERVICE AREA FEES
    [***]                       [***]                       [***]                       [***]                       [***]                       [***]                       [***]          
                                                                                                                     
Additional Resource Charges (ARC) and Reduced Resource Charges (RRC)
        Year 1   Year 2   Year 3   Year 4   Year 5   Year 6 Optional   Year 7 Optional
Vendor Provided Services       Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month
                                        ARC Unit   RRC Unit           RRC Unit                   ARC Unit                   RRC Unit
Resource Unit Category   Unit of Measure   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   Price   Price   ARC Unit Price   Price   ARC Unit Price   RRC Unit Price   Price   RRC Unit Price   ARC Unit Price   Price
Voice Services as detailed in the Voice Services SOW
  Employee Count   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Call Recording (NICE)
  Qty of Users   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Management Fees Detail:
                         
Description   Units   Unit Rate   Monthly Chrg
Account management (Acct team, Innovation, SDRM, Contract management, Other cross functional)
    [***]       [***]       [***]  
On-site voice services support
    [***]       [***]       [***]  
Total
                    -  
SUMMARY OF PRICING CHANGES FROM 06-11-2009 SUBMISSION:
1. Called out account management
2. Added pricing for Call Recording (NICE)
3. Added Avaya Maintenance Charges to passthrough detail
Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission.

 


 

     
         
Output Processing   Click links for
 
      Pricing
Symetra
  TOC page   Assumptions
ACS
       
                                                                                                                                                                                     
                                                                                                                                Year 6   Year 7    
        Year 1   Year 2   Year 3   Year 4   Year 5   Optional   Optional    
        Price   Price   Price   Price   Price   Price   Price    
Vendor Provided Services       Per Month   Per Month   Per Month   Per Month   Per Month   Per Month   Per Month    
    Unit of   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly    
Resource Unit Category   Measure   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Description/Comments
Management Services (including fees associated with Schedule 1)
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Printed Image (Dallas)
  Image Count.     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Printed Image (Bellevue)
  Image Count.     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Post-Processing
                                                                                                                                                                                   
6x9 envelopes
  Qty     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
#10 envelopes
  Qty     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Flat envelopes
  Qty     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Boxes
  Qty     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Print Programming
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Postal Presorting
  Qty of #10 and 6x9 Envelopes     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
        MONTHLY SERVICES FEE
    [***]                       [***]                       [***]                       [***]                       [***]                       [***]                       [***]          
        ANNUAL SERVICES FEE
    [***]                       [***]                       [***]                       [***]                       [***]                       [***]                       [***]          
 
                                                                                                                                                                                   
Pass-through Charges (Third-party provided products, services, and/or project expenses) Note: Provide a detailed list of items in each category as an attachment to this pricing sheet.
 
                                                                                                                                                                                   
    Unit of                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly    
Pass-Through Description & Vendor   Measure                   Total                   Total                   Total                   Total                   Total                   Total                   Total   Description/Comments
See “Pass-through detail” sheet
                      $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
Other (specify in Comments)
                      $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
    MONTHLY TOTAL PASS-THROUGH FEE
    [***]                       [***]                       [***]                       [***]                       [***]                     $ [***]                       [***]          
    ANNUAL PASS-THROUGH FEE
    [***]                       [***]                       [***]                       [***]                       [***]                       [***]                       [***]          
    ANNUAL SERVICE AREA FEES
    [***]                       [***]                       [***]                       [***]                       [***]                       [***]                       [***]          
                                                                                                                     
Additional Resource Charges (ARC) and Reduced Resource Charges (RRC)
        Year 1   Year 2   Year 3   Year 4   Year 5   Year 6 Optional   Year 7 Optional
Vendor Provided Services       Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month
        ARC Unit                           ARC Unit                           ARC Unit           ARC Unit   RRC Unit           RRC Unit
Resource Unit Category   Unit of Measure   Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   Price   RRC Unit Price   Price   Price   ARC Unit Price   Price
Printed Image (Dallas)
  Image Count   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Printed Image (Bellevue)
  Image Count   $ [***]             $ [***]             $ [***]             $ [***]             $ [***]             $ [***]             $ [***]          
Post-Processing
      $ [***]                                                                                                          
6x9 envelopes
  Qty   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
#10 envelopes
  Qty   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Flat envelopes
  Qty   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Boxes
  Qty   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Print Programming
  Fixed   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Doc1e2Vault Archive Images
  Image Count   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Postal Presorting
  Qty of #10 and 6x9 Envelopes   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Management Fees Detail:
                         
Description   Units   Unit Rate   Monthly Chrg
Account management (Acct team, Innovation, SDRM, Contract management, Other cross functional)
    [***]       [***]       [***]  
DOC1 e2Vault Archive            Management Fee
    [***]       [***]       [***]  
Total
                    [***]  
SUMMARY OF PRICING CHANGES FROM 06-11-2009 SUBMISSION:
1. Called out account management
2. Broke down Printed Image pricing to Dallas and Bellevue
3. Moved USPS charges to passthough
Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission.

 


 

     
         
Content Management   Click links for
 
      Pricing
Symetra
  TOC page   Assumptions
ACS
       
                                                                                                                                                                                     
                                                                                                                                Year 6   Year 7    
        Year 1   Year 2   Year 3   Year 4   Year 5   Optional   Optional    
        Price   Price   Price   Price   Price   Price   Price    
Vendor Provided Services       Per Month   Per Month   Per Month   Per Month   Per Month   Per Month   Per Month    
    Unit of   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly    
Resource Unit Category   Measure   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Description/Comments
Management Services
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
MicroFiche Conversion Scanning & Imaging
  Per Image     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]     Research in progress to confirm "MicroFiche Conversion Scanning" includes image
MicroFiche Conversion Request
  Per Request     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Indexing — Frontend
  Per Document     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Indexing
  Per Document     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Received Mail Prep
  Per Page     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Backend Scanning Prep
  Per Page     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Paper Scanning
  Per Image     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Electronic Image
  Per Image     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]     Research in progress to confirm if "electronic image" includes front-end image processing
Requested Research
  Per Request     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Check Handling
  Per Check     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
Copying
  Per Image     [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]          
        MONTHLY SERVICES FEE
  $                     $                     $                     $                     $                       [***]                       [***]          
        ANNUAL SERVICES FEE
  $                     $                     $                     $                     $                       [***]                       [***]          
 
                                                                                                                                                                                   
Pass-through Charges (Third-party provided products, services, and/or project expenses) Note: Provide a detailed list of items in each category as an attachment to this pricing sheet.
 
                                                                                                                                                                                   
    Unit of                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly                   Monthly    
Pass-Through Description & Vendor   Measure                   Total                   Total                   Total                   Total                   Total                   Total                   Total   Description/Comments
Other (specify in Comments)
                      $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]          
    MONTHLY TOTAL PASS-THROUGH FEE
  $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                       0                     $          
    ANNUAL PASS-THROUGH FEE
  $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                       0                     $          
    ANNUAL SERVICE AREA FEES
  $ [***]                     $ [***]                     $ [***]                     $ [***]                     $ [***]                       [***]                       [***]          
                                                                                                                     
Additional Resource Charges (ARC) and Reduced Resource Charges (RRC)
        Year 1   Year 2   Year 3   Year 4   Year 5   Year 6 Optional   Year 7 Optional
Vendor Provided Services       Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month
        ARC Unit                           ARC Unit   RRC Unit           RRC Unit   ARC Unit           ARC Unit                   RRC Unit
Resource Unit Category   Unit of Measure   Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   Price   Price   ARC Unit Price   Price   Price   RRC Unit Price   Price   RRC Unit Price   ARC Unit Price   Price
MicroFiche Conversion Scanning & Imaging
  Per Image   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
MicroFiche Conversion Request
  Per Request   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Indexing — Frontend
  Per Document   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Indexing
  Per Document   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Received Mail Prep
  Per Page   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Backend Scanning Prep
  Per Page   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Paper Scanning
  Per Image   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Electronic Image
  Per Image   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Requested Research
  Per Request   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Check Handling
  Per Check   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Copying
  Per Image   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Programming Hours
  Per Hour   $ [***]             $ [***]             $ [***]             $ [***]             $ [***]             $ [***]             $ [***]          
External Business Partner Transmit
  Per Day - Daily cost for automated processing   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Management Fees Detail:
                         
Description   Units   Unit Rate   Monthly Chrg
Account management (Acct team, Innovation, SDRM, Contract management, Other cross functional)
    [***]       [***]       [***]  
Total
                    [***]  
SUMMARY OF PRICING CHANGES FROM 06-11-2009 SUBMISSION:
1. Called out account management
Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission.

 


 

     
Transition Fees
  Click links for
Symetra
  TOC page
ACS
   
ONE TIME DATA CENTER TRANSITION FEES
                 
Resource Category (itemize all charges)   Cost Breakdown   Description of Services / Comments
Project Team / Management
  $ [***]     Transformational activities
Hardware
  $ [***]          
Software
  $ [***]          
Installation / build-out
  $ [***]          
Testing
  $ [***]          
Training
  $ [***]          
Other (specify) Travel
  $ [***]          
Other (specify)
  $ [***]          
Other (specify)
  $ [***]          
Shipping/Handling/Storage
  $ [***]          
Customs Charges
  $ [***]          
Third-party consulting and/or labor
  $ [***]          
Taxes
               
Federal / National
  $ [***]          
State / Provincial
  $ [***]          
Local
  $ [***]          
TOTAL DATA CENTER TRANSITION FEES
  $ [***]          
ONE TIME DISTRIBUTED COMPUTING TRANSITION FEES
                 
Resource Category (itemize all charges)   Cost Breakdown   Description of Services / Comments
Project Team / Management
  $ [***]          
Hardware
  $ [***]          
Software
  $ [***]          
Installation / build-out
  $ [***]          
Testing
  $ [***]          
Training
  $ [***]          
Other (specify) Travel
  $ [***]          
Other (specify)
  $ [***]          
Other (specify)
  $ [***]          
Shipping/Handling/Storage
  $ [***]          
Customs Charges
  $ [***]          
Third-party consulting and/or labor
  $ [***]          
Taxes
               
Federal / National
  $ [***]          
State / Provincial
  $ [***]          
Local
  $ [***]          
TOTAL DISTRIBUTED COMPUTING TRANSITION FEES
  $ [***]          
ONE TIME DATA NETWORK TRANSITION FEES
                 
Resource Category (itemize all charges)   Cost Breakdown   Description of Services / Comments
Project Team / Management
  $ [***]          
Hardware
  $ [***]          
Software
  $ [***]          
Installation / build-out
  $ [***]          
Testing
  $ [***]          
Training
  $ [***]          
Other (specify) Travel
  $ [***]          
Other (specify)
  $ [***]          
Other (specify)
  $ [***]          
Shipping/Handling/Storage
  $ [***]          
Customs Charges
  $ [***]          
Third-party consulting and/or labor
  $ [***]          
Taxes
               
Federal / National
  $ [***]          
State / Provincial
  $ [***]          
Local
  $ [***]          
TOTAL DATA NETWORK TRANSITION FEES
  $ [***]          
ONE TIME HELP DESK TRANSITION FEES
                 
Resource Category (itemize all charges)   Cost Breakdown   Description of Services / Comments
Project Team / Management
  $ [***]          
Hardware
  $ [***]          
Software
  $ [***]     Novell ID Management SW One-times
Installation / build-out
  $ [***]          
Testing
  $ [***]          
Training
  $ [***]          
Other (specify) Travel
  $ [***]          
Other (specify)
  $ [***]          
Other (specify)
  $ [***]          
Shipping/Handling/Storage
  $ [***]          
Customs Charges
  $ [***]          
Third-party consulting and/or labor
  $ [***]          
Taxes
               
Federal / National
  $ [***]          
State / Provincial
  $ [***]          
Local
  $ [***]          
TOTAL HELP DESK TRANSITION FEES
  $ [***]          
ONE TIME VOICE COMMUNICATIONS TRANSITION FEES
                 
Resource Category (itemize all charges)   Cost Breakdown   Description of Services / Comments
Project Team / Management
  $ [***]          
Hardware
  $ [***]          
Software
  $ [***]          
Installation / build-out
  $ [***]          
Testing
  $ [***]          
Training
  $ [***]          
Other (specify) Travel
  $ [***]          
Other (specify)
  $ [***]          
Other (specify)
  $ [***]          
Shipping/Handling/Storage
  $ [***]          
Customs Charges
  $ [***]          
Third-party consulting and/or labor
  $ [***]          
Taxes
               
Federal / National
  $ [***]          
State / Provincial
  $ [***]          
Local
  $ [***]          
TOTAL VOICE COMMUNICATIONS TRANSITION FEES
  $ [***]          
ONE TIME OUTPUT PROCESSING TRANSITION FEES
                 
Resource Category (itemize all charges)   Cost Breakdown   Description of Services / Comments
Project Team / Management
  $ [***]          
Hardware
  $ [***]          
Software
  $ [***]          
Installation / build-out
  $ [***]          
Testing
  $ [***]          
Training
  $ [***]          
Other (specify) Travel
  $ [***]          
Other (specify)
  $ [***]          
Other (specify)
  $ [***]          
Shipping/Handling/Storage
  $ [***]          
Customs Charges
  $ [***]          
Third-party consulting and/or labor
  $ [***]          
Taxes
               
Federal / National
  $ [***]          
State / Provincial
  $ [***]          
Local
  $ [***]          
ONE TIME OUTPUT PROCESSING TRANSITION FEES
  $ [***]          
ONE TIME CONTENT MANAGEMENT TRANSITION FEES
                 
Resource Category (itemize all charges)   Cost Breakdown   Description of Services / Comments
Project Team / Management
  $ [***]          
Hardware
  $ [***]          
Software
  $ [***]          
Installation / build-out
  $ [***]          
Testing
  $ [***]          
Training
  $ [***]          
Other (specify) Travel
  $ [***]          
Other (specify)
  $ [***]          
Other (specify)
  $ [***]          
Shipping/Handling/Storage
  $ [***]          
Customs Charges
  $ [***]          
Third-party consulting and/or labor
  $ [***]          
Taxes
               
Federal / National
  $ [***]          
State / Provincial
  $ [***]          
Local
  $ [***]          
ONE TIME CONTENT MANAGEMENT TRANSITION FEES
  $ [***]          
Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission.

 


 

     
Termination Fee Details
  Click links for
Symetra
  TOC page
ACS
   
                                             
Data Center   Year 1   Year 2   Year 3   Year 4   Year 5   Assumptions
Actual cost to redeploy or separate Personnel until the earlier of the date ACS is able to redeploy or 90 days after termination of the Agreement.
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     ALL TERMINATION FEES ARE CALCULATED BASED ON TERMINATION IN MONTH 6 OF THE RESPECTIVE CONTRACT YEAR
Actual cost of terminating Third-Party contracts that are required to be terminated as a result of termination of the Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of un-depreciated hardware expenses not yet recovered or discharged by ACS for hardware acquired, which is used solely to provide the Services under the Agreement
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Unamortized license Fees for license Fees not yet owed and discharged by ACS, but only for Software used solely to provide the outsourcing Services and actual charges for license Termination Fees for such Software
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Overhead costs (e.g., payroll taxes, rent)
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Administrative expenses — salary costs of people not charging directly for tower Services ((e.g., backoffice support, external Services costs (e.g., legal expenses, notary fees))
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of unrecovered un-depreciated equipment expenses not yet owed and discharged by ACS, but only for equipment acquired and used solely to provide the outsourcing Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     N/A - Included in category above
Unrecovered start-up and transition expenses
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Mark-up margin total that ACS will apply to actual termination costs
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Total
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
                                             
Distributed Computing   Year 1   Year 2   Year 3   Year 4   Year 5   Assumptions
Actual cost to redeploy or separate Personnel until the earlier of the date ACS is able to redeploy or 90 days after termination of the Agreement.
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $0
Actual cost of terminating Third-Party contracts that are required to be terminated as a result of termination of the Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of un-depreciated hardware expenses not yet recovered or discharged by ACS for hardware acquired, which is used solely to provide the Services under the Agreement
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Unamortized license Fees for license Fees not yet owed and discharged by ACS, but only for Software used solely to provide the outsourcing Services and actual charges for license Termination Fees for such Software
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Overhead costs (e.g., payroll taxes, rent)
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Administrative expenses — salary costs of people not charging directly for tower Services ((e.g., backoffice support, external Services costs (e.g., legal expenses, notary fees))
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of unrecovered un-depreciated equipment expenses not yet owed and discharged by ACS, but only for equipment acquired and used solely to provide the outsourcing Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     N/A - Included in category above
Unrecovered start-up and transition expenses
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Mark-up margin total that ACS will apply to actual termination costs
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Total
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
                                             
Data Network   Year 1   Year 2   Year 3   Year 4   Year 5   Assumptions
Actual cost to redeploy or separate Personnel until the earlier of the date ACS is able to redeploy or 90 days after termination of the Agreement.
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $0
Actual cost of terminating Third-Party contracts that are required to be terminated as a result of termination of the Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of un-depreciated hardware expenses not yet recovered or discharged by ACS for hardware acquired, which is used solely to provide the Services under the Agreement
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Unamortized license Fees for license Fees not yet owed and discharged by ACS, but only for Software used solely to provide the outsourcing Services and actual charges for license Termination Fees for such Software
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Overhead costs (e.g., payroll taxes, rent)
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Administrative expenses — salary costs of people not charging directly for tower Services ((e.g., backoffice support, external Services costs (e.g., legal expenses, notary fees))
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of unrecovered un-depreciated equipment expenses not yet owed and discharged by ACS, but only for equipment acquired and used solely to provide the outsourcing Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     N/A - Included in category above
Unrecovered start-up and transition expenses
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Mark-up margin total that ACS will apply to actual termination costs
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Total
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
                                             
Help Desk   Year 1   Year 2   Year 3   Year 4   Year 5   Assumptions
Actual cost to redeploy or separate Personnel until the earlier of the date ACS is able to redeploy or 90 days after termination of the Agreement.
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $0
Actual cost of terminating Third-Party contracts that are required to be terminated as a result of termination of the Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of un-depreciated hardware expenses not yet recovered or discharged by ACS for hardware acquired, which is used solely to provide the Services under the Agreement
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Unamortized license Fees for license Fees not yet owed and discharged by ACS, but only for Software used solely to provide the outsourcing Services and actual charges for license Termination Fees for such Software
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Overhead costs (e.g., payroll taxes, rent)
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Administrative expenses — salary costs of people not charging directly for tower Services ((e.g., backoffice support, external Services costs (e.g., legal expenses, notary fees))
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of unrecovered un-depreciated equipment expenses not yet owed and discharged by ACS, but only for equipment acquired and used solely to provide the outsourcing Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     N/A - Included in category above
Unrecovered start-up and transition expenses
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Mark-up margin total that ACS will apply to actual termination costs
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Total
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
                                             
Voice Communications   Year 1   Year 2   Year 3   Year 4   Year 5   Assumptions
Actual cost to redeploy or separate Personnel until the earlier of the date ACS is able to redeploy or 90 days after termination of the Agreement.
  $     $     $     $     $     Included in Data Network
Actual cost of terminating Third-Party contracts that are required to be terminated as a result of termination of the Services
  $     $     $     $     $     Included in Data Network
Actual portion of un-depreciated hardware expenses not yet recovered or discharged by ACS for hardware acquired, which is used solely to provide the Services under the Agreement
  $     $     $     $     $     Included in Data Network
Unamortized license Fees for license Fees not yet owed and discharged by ACS, but only for Software used solely to provide the outsourcing Services and actual charges for license Termination Fees for such Software
  $     $     $     $     $     Included in Data Network
Overhead costs (e.g., payroll taxes, rent)
  $     $     $     $     $     Included in Data Network
Administrative expenses — salary costs of people not charging directly for tower Services ((e.g., backoffice support, external Services costs (e.g., legal expenses, notary fees))
  $     $     $     $     $     Included in Data Network
Actual portion of unrecovered un-depreciated equipment expenses not yet owed and discharged by ACS, but only for equipment acquired and used solely to provide the outsourcing Services
  $     $     $     $     $     Included in Data Network
Unrecovered start-up and transition expenses
  $     $     $     $     $     Included in Data Network
Mark-up margin total that ACS will apply to actual termination costs
  $     $     $     $     $     Included in Data Network
Total
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
                                             
Output Processing   Year 1   Year 2   Year 3   Year 4   Year 5   Assumptions
Actual cost to redeploy or separate Personnel until the earlier of the date ACS is able to redeploy or 90 days after termination of the Agreement.
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual cost of terminating Third-Party contracts that are required to be terminated as a result of termination of the Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of un-depreciated hardware expenses not yet recovered or discharged by ACS for hardware acquired, which is used solely to provide the Services under the Agreement
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Unamortized license Fees for license Fees not yet owed and discharged by ACS, but only for Software used solely to provide the outsourcing Services and actual charges for license Termination Fees for such Software
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Overhead costs (e.g., payroll taxes, rent)
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Administrative expenses — salary costs of people not charging directly for tower Services ((e.g., backoffice support, external Services costs (e.g., legal expenses, notary fees))
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of unrecovered un-depreciated equipment expenses not yet owed and discharged by ACS, but only for equipment acquired and used solely to provide the outsourcing Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Unrecovered start-up and transition expenses
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Mark-up margin total that ACS will apply to actual termination costs
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Total
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
                                             
Content Management   Year 1   Year 2   Year 3   Year 4   Year 5   Assumptions
Actual cost to redeploy or separate Personnel until the earlier of the date ACS is able to redeploy or 90 days after termination of the Agreement.
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual cost of terminating Third-Party contracts that are required to be terminated as a result of termination of the Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of un-depreciated hardware expenses not yet recovered or discharged by ACS for hardware acquired, which is used solely to provide the Services under the Agreement
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Unamortized license Fees for license Fees not yet owed and discharged by ACS, but only for Software used solely to provide the outsourcing Services and actual charges for license Termination Fees for such Software
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Overhead costs (e.g., payroll taxes, rent)
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Administrative expenses — salary costs of people not charging directly for tower Services ((e.g., backoffice support, external Services costs (e.g., legal expenses, notary fees))
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of unrecovered un-depreciated equipment expenses not yet owed and discharged by ACS, but only for equipment acquired and used solely to provide the outsourcing Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Unrecovered start-up and transition expenses
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Mark-up margin total that ACS will apply to actual termination costs
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Total
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission.

 


 

Assumptions
     
Pricing Assumptions
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Symetra
  TOC page
ACS
   
ASSUMPTIONS (State all assumptions upon which its pricing is being determined). Insert as many lines as necessary to ensure all assumptions are accurately expressed.
     
    Data Center Recurring Pricing Assumptions
1
  This service contract is for 5 plus 2 optional years, beginning on Aug 1, 2009 which is the date of steady-state service commencement.
 
   
2
  Monthly Datacenter Benchmark Credit of [***] has been reflected in Server, Storage, and Mainframe rate reductions.
 
   
3
  Pricing assumes no sales tax on our price to the customer.
 
   
6
  Annual DR test included in DR monthly fees.
 
   
8
  Employee Count will be determined by the number of users from Symetra HR.
 
   
10
  Pricing assumes transformed environment with aggressive virtualization over a 9 month transformation period beginning at contract Re-Instatement date. Any adjustments to solution may affect pricing.
 
   
11
  Physical DBA support only on Application/database servers.
 
   
12
  Email encryption is included in base price.
 
   
14
  RSA tokens managed are 559. Renewal of RSA tokens is included in account management line item.
 
   
20
  Filenet Application Services line item represents application support labor (3.4 FTEs). The labor -pricing has increased due to majority of on-shore, highly skilled resources who support this critical application. This BAFO pricing reflects a steady state operational support level.
 
   
21
  Physical DBA administration includes installation, patching, upgrades/migrations to new releases, backup methodology, restores either to development/test databases. In addition, ACS’ DBA team provides performance tuning of the production databases, running SQL traces, and uses tools to analyze server CPU, I/O, and cache buffers. ACS implements database objects such as adding triggers, stored procedures, columns, indexes and user passwords as required. ACS also monitors space use, plan for capacity changes, and physical placement of data files.
 
   
22
  The MIP rate includes MF services and storage and tape associated with operating system.
 
   
23
  Tier 1 storage is application allocated Symetra storage.
 
   
25
  DR services excludes non-production Servers
 
   
28
  VM Lab Manager included in base 3 Host Servers, 1 Lifecycle manager.
 
   
29
  No RRC rate for Active CPU Slot unit of measure due to SW license limitation for VM Lab Manager and VM Lifecycle Manager.
 
   
30
  ORACLE Core ID 25,000 licenses included in base. Ongoing maintenance is Symetra’s financial responsiblity.
 
   
31
  Cost of re-purposed servers for Lab Manager rates are included in the Lab Manager rates and do not include refresh. In the event Symetra request refresh for lab manager host servers, ACS and Symetra will work on rates to meet the requirement.
 
   
32
  Project Pool is based on a blended rate of [***] times 100 hours and will be funded as a fixed pool of [***] monthly to be charged against the rate card rates.
     
    Distributed Computing Recurring Pricing Assumptions
1
  Backup of desktops not included.
 
   
2
   
 
   
3
   
 
   
4
   
 
   
5
   
 
   
6
   
 
   
7
   
 
   
8
   
 
   
9
   
 
   
10
   
 
   
11
   
 
   
12
   
 
   
13
   
 
   
14
   
 
   
15
   
Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission.

 


 

Assumptions
     
    Data Network Recurring Pricing Assumptions
1
  Pass-through monthly unit charges based on April 2009 charges from Sprint
 
   
2
   
 
   
3
   
 
   
4