Terms and Conditions (T&Cs)
What email address should a South African supplier's B-BBEE certificate be sent to for review and approval?
SouthAfricaVendors@gartner.com
If you execute an amendment to extend an agreement, what should you do in Conga?
Hint: relationship between the two agreements and data accuracy
1. Create a Conga record for the extension agreement and link it to the agreement being extended using the "Parent Agreement" field.
2. Extend the end date of the original agreement/Conga record
What two emails are listed in the "Notice" clause for Gartner notices?
SupplierSourcetoContract@gartner.com
and
CorpSec@gartner.com
What is a SharePoint List?
A SharePoint List is a tool used to organize, track, and manage information in a structured format, similar to an Excel table. It allows teams to store data, create custom columns, track status, automate workflows, and collaborate on shared information.
We welcome others to present topic or announcement (professional or personal) during Office Hours, how do you get time set for that?
Reach out to your Buyer and let them know what day you want and they will set aside time.
You have a question for a venue agreement that includes both guest rooms and meeting space, with a contract value (CV) of $300K. Which Category Manager should you contact?
Jeanine
1. What does "IRQ" stand for?
2. What triggers an IRQ to populate?
3. Who fills out the IRQ?
1. Inherent Risk Questionnaire
2. If the supplier answers "Yes" to any of the SIM2 vetting questions
3. The BU who submitted the SIM1
Your BU needs to fill out the Request to Engage with S2C or Submit a Fully Executed Agreement webform but has never done it before, what should you do?
Provide them with the Conga Guide for BUs for the specific webform
What are the steps to cancel a Conga record?
1. Add a rejection reason to the field Rejection Reason
2. Click Cancel Record in the action panel box
3. Verify or update the status - Cancelled work done, or no work done
What is the difference between OneDrive and SharePoint?
OneDrive is intended for an individual's files and personal work documents, while SharePoint is designed for storing, managing, and collaborating on files and content that need to be shared with a team, department, or organization. Think OneDrive = my files, SharePoint = Our files
Under our new data retention policy, how long will 1:1 and group Teams chats be retained before automatic deletion?
A. One Month
B. Three Months
C. Six Months
D. 12 Months
C. 6-months.
Note: this excludes associates in Sales (GTS, GBS, GSSO) and Conference at this time
What are the 5 Gartner core values?
Integrity - do the right thing
Objectivity - be independent and unbiased in everything we do
No-limits mindset - see opportunities where others don't, never settle for the status quo
Collaboration - work together in teams to accomplish more than what is possible individually and
Results - execute consistently using global best practices
A supplier discovers they did not send an invoice from services delivered 18 months ago and sends it to Gartner. What happens next?
Per our Service Template
The invoice is considered untimely because it was not submitted within one year of the services/deliverables being received. Gartner is relieved of the obligation to pay it.
When a Conga record is activated
1. Who gets an email notification?
2. What is attached to the email?
1. The Owner and Requested By of the record
2. Any document filed under Documents > Agreement Documents
For an agreement, where (SharePoint, Notes & Attachments in Conga, or Agreement Documents in Conga) should the following documents be saved?
- Approval email from Legal
- Docusign certificate
- Executed Agreement
- Email with information from the Business Unit (BU)
- Workbooks used to support the agreement
SharePoint: Emails with the BU, workbooks
Notes & Attachment: Legal Approval email, Docusign certificate
Agreement Document: Fully executed agreement
What are the 3 risk assessment questionnaires in Coupa Risk assessment?
- Anti-Bribery/Anti-Corruption (ABAC)
- Information Security (Info Sec)
- Data Protection
According to Conga, January through July S2C has executed _____ total agreement records, totaling _____ in contract value, with _____ total savings/avoidance/working capital.
A) 512 total agreement records, $350 million contract value, $60 million savings/avoidance/working capital
B) 659 total agreement records, $407 million contract value, $76 million savings/avoidance/working capital
C) 720 total agreement records, $500 million contract value, $80 million savings/avoidance/working capital
D) 430 total agreement records, $250 million contract value, $45 million savings/avoidance/working capital
B) 659 total agreement records, $407 million contract value, $76 million savings/avoidance/working capital
You accidentally receive a Request to Engage form for a $450K agreement to secure florals and plants for the Orlando Symposium. Who should the request be forwarded to?
Kyle
Suppliers must notify Gartner within this amount of time after becoming aware of a data breach.
48 hours
When creating an agreement in Conga, which of the following fields are required to save an agreement, and which are required to activate an agreement?
- Record Type
- Code of Conduct
- Parent Agreement
- S2C Service Description
- Payment Terms
- Contact Name/Email
- Gartner Entity
To save: Record Type, Gartner Entity
To Activate: Code of Conduct, Parent Agreement, S2C Service Description, Payment Terms, Contact Name/Email
Communication regarding contracts with Business Units (BUs), FP&A, and other stakeholders should always be conducted via ______ because _______________.
Via email, because Gartner's new data retention policy deletes all Teams chats after 6 months.
Emails can be easily saved in SharePoint or shared when needed, and written email communication provides verifiable documentation and evidence of discussions, decisions, and approvals.
1. When checking a supplier's code of conduct, how many requirements are there to check for?
2. Who do you email if a requirement is missing?
1. 9 requirements (Inside Information & Insider Trading, Anti-bribery & anti-corruption, trade sanctions & export controls, competition, conflicts of interest, anti-money laundering & tax evasion controls, gifts or other benefits, equal employment opportunity, respect & fair treatment)
2. Tannu Dahiya (Sr Compliance Specialist, L&C)
Your contract has auto-renew language in it,
1. What fields should you complete in the Terms & Renewal section of Conga?
2. What buy-side status should the Conga record never have and why?
1. End Date (used to remind us to review the record before the auto-renewal date)
Auto Renewal checkbox
Renewal Terms
Renewal Notice Days
2. The buy-side status should never be expired. If the agreement is no longer active, the record should be Terminated instead.
You stumble across an acronym that looks like someone smashed random keyboard keys together. Before asking a colleague for help, which two resources should you check first?
S2C Acronym Guide & Internal Glossary in the Trainings folder on SharePoint
and/or
Gartner Acronym Guide & Internal Glossary on Inside Gartner
Fill in the blanks:
Gartner prefers _______ to _____ in courts because _____ proceeding is confidential, but there are country specific deviations to this rule. Even though the dispute would be without merit, it could harm Gartner’s reputation and brand.
Gartner prefers arbitration to litigation in courts because arbitration proceeding is confidential, but there are country specific deviations to this rule. Even though the dispute would be without merit, it could harm Gartner’s reputation and brand.
Which agreement should be referenced in the Parent Agreement field for each of the following scenarios:
A. Statement of Work (SOW)
B. Termination Letter
C. Change Order
D. Amendment
A. SOW - Master Service Agreement (MSA)
B. Termination Letter - agreement being terminated
C. Change Order - the agreement being changed/modified
D. Amendment - the agreement being amended (often an MSA)
Which supplier did the S2C team execute the largest contract value (CV) with year-to-date (YTD), totaling $80 million, resulting in $6.7 million in savings and $8.95 million in cost avoidance—and who owns this record?
Supplier: Microsoft
Record Owner: Diana
Name 3 out of S2C scope categories (per the latest list on Inside Gartner)
- Acquisition Expenses (M&A)
- Business Insurance
- Charitable Contributions (including Political Contributions)
- Consulting Stringer
- Facility / Property Rent And Lease
- Independent Contractor
- Licenses & Permits (Regulatory)
- Partner Agreements
- Sales Agents
- Stringer
- Tax and Fees
- Treasury Payments
What is the 10K report, and what information does S2C provide for Gartner's 10K report?
The 10-K report, is a comprehensive annual report that publicly traded companies in the US are required to file with the Securities and Exchange Commission (SEC). It provides a detailed overview of a company's financial performance, operations, and business activities over the past year. This mandatory document provides transparency and ensure investors have access to crucial information about a company's financial health and business operations. S2C shares all contractual obligations over $500K for contracts that have more than $1M in CV
1. What is the name of Gartner's largest symposium and flagship event, held annually in Orlando, Florida?
2. Approximately how many CIOs, CISOs, and senior IT executives attend the flagship event each year?
A. 2,000 - 4,000
B. 4,000 - 6,000
C. 7,000 - 9,000
D. 10K+
Gartner IT Symposium/Xpo
C. 7,000 - 9,000