Terms and Conditions (T&Cs)
1. Fill in the blanks: Any deviations for the ____ or _____ clause should be reviewed by the respective BUs. (what two clauses need to be reviewed by other teams if redlined by the supplier)
2. Approvals for these clause redlines should be saved where?
1. Insurance - reviewed by Mike Miltenberger (Associate Director of Insurance) and Data Protection - reviewed by Erica Foti or Paul Hudson
2. The Bee Drive and Conga (Apttus) record
What is the difference between "Initiated by" and "Owner" in Conga? When should either be updated?
Initiated by = the commodity/category owner. It should only be changed if the category is updated or when a new Category Manager replaces an old CM.
Owner = the individual who negotiated the deal. Owner should be changed if the person negotiating the record changes. This should NEVER be updated after the record is activated.
You completed negotiation for an MSA and SOW/order simultaneously, how many DocuSign envelopes should you send for internal signatures and how many Conga records should you create/activate?
You can send the MSA and SOW for signature in the same envelope (1), but there should be two separate Conga records to ensure the information is accurate (start/end date, CV)
According to Procure to Pay, are BUs required to put taxes on a requisition?
Requisitions: Associates do not need to add taxes, freight, shipping or miscellaneous amounts in the requisition amount. Taxes will be calculated / entered at the invoice submission stage and will not impact PO totals.
When is AIC data updated?
On the 15th of every month
When Gartner was founded in 1979, what was the name of the company before becoming Gartner, Inc in 2000?
Gartner Group, Inc.
What checklist has the "risk rating for each contract provision" and where can you locate the checklist? (location must be specific)
The Checklist from Legal can be found the Global Procurement G-Drive in the main folder
Name 4 people on the S2C team who should never be under "initiated by" in Conga?
Prakriti, Mihir, Sandeep, Tanvi
What two emails are listed in the "Notice" clause for Gartner notices?
SupplierSourcetoContract@gartner.com and CorpSec@gartner.com
While Shannon is out on leave, Elisabeth helps renew one of her InfoSec order forms. On the Conga record, who should be the initiated by, and who should be the owner?
Initiated by: Shannon
Owner: Elisabeth
Who completes the New Supplier Request form (SIM1), the Supplier Populated Onboarding form (SIM2) and the Inherent Risk Questionnaire (IRQ) in Coupa?
The BU completes the New Supplier Request form (SIM1)
The Supplier completes the Supplier Populated Onboarding form (SIM2)
The BU completes the Inherent Risk Questionnaire (IRQ)
What military branch did Desere' serve in?
Army (Army 2nd Lieutenant Edwards)
Fill in the blank: Effect of __________ provisions should include parties’ obligations when winding down the service, for example deleting personal data or confidential information. The provision should include statement that the supplier will provide mutually agreed wind-down activities or transition services.
Effect of termination provisions should include parties’ obligations when winding down the service, for example deleting personal data or confidential information. The provision should include statement that the supplier will provide mutually agreed wind-down activities or transition services.
Which 3 fields determine who will get the automatic email notification when a record is expiring in Conga?
Initiated by, Owner and Expiration Notice Email
In Gartner's Global Procurement Policy, what 3 key contract terms are in the "Contract Terms for BU negotiated contracts"
Payment terms - aim for NET90, but this is negotiable
Use of Gartner's name - mandatory and not negotiable
Supplier Code of Conduct - mandatory but negotiable
Your contract has auto-renew language in it,
1. What should you check in Conga?
2. What buy-side status should the Conga record never have and why?
1. The auto-renew checkbox under section Term & Renewals
2. Expired, it should be terminated
A supplier will go inactive after 18-months of no activity in Coupa, why do they have to go through Coupa onboarding again?
In order for the supplier to fill out a SIM2 form again. The reason a new SIM2 form is required is to ensure their banking information is up to date.
How many states and countries does the S2C cover (per the org chart)?
2 countries, 8 states
India (Mihir, Prakriti, Sandeep, Tanvi)
Florida (Diana, Elisabeth, Kristina, Kyle, Romina, Nicole)
Texas (Alex, Charlotte, Courtney, Katherine, Shannon)
Connecticut (Anna, Desere', Jeanine, Taina)
Minnesota (Karen)
Indiana (Logan)
Colorado (Louise)
New York (Nivea)
Georgia (Rebekah)
1. For US agreements, what governing laws (states) are accepted?
2. If a supplier does not accept one of the 3, other states can be decided on a case-by-case basis except what 2 states?
1. Connecticut, New York and Delaware
2. California and Louisiana
Fill in the blanks: ___ ___ allows you to search a keyword. For example, enter "Force Majeure" in the search bar to find all objects, full names and associated documents in Conga that contains the word Force Majeure.
Smart Search allows you to search a keyword. For example, enter "Force Majeure" in the search bar to find all objects, full names and associated documents in Conga that contains the word Force Majeure.
If you are using a supplier's code of conduct, what 3 clauses (outside the 9 requirements) either need to be in their code, or added to the contract?
Sustainability, Supplier Diversity and Modern Slavery.
Assuming we accept the supplier’s code based on the 9 criteria, you must confirm whether the supplier’s code also includes reference to Sustainability, Supplier Diversity, and modern slavery. If one or more are missing, please copy and paste the respective clause from the Gartner Code of Conduct link, and add it to the Miscellaneous section of your Agreement.
If your BU is submitting a "Request to Engage S2C" or a "Submit a Fully Executed Business Unit Contract" webform, and they receive an error that the supplier name could not be found, what is causing this issue, and how can it be resolved?
The reason for the issue is that the supplier is not setup in Conga (Apttus). They can either select "SUPPLIER PLACEHOLDER ACCOUNT" and fill out the new supplier information, or the supplier account can be setup in Conga. Note: just because the supplier is active in Coupa, does not mean they have been setup in Conga.
What is generative AI?
Generative artificial intelligence (Gen AI) is the type of AI that uses unsupervised learning algorithms to create new digital content based on existing content, such as images, video, audio, text, or computer code
According to Coupa AIC, what supplier did Gartner spend the most with in 2024?
Google, Inc ($133.8M), followed by PPF OFF 1919 ($41.9M), then Microsoft ($33.4M)
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.
If an agreement has multiple payment terms,
1. What should CMs put in Conga?
2. Who should they reach out to get this updated in Coupa?
3. What should the email include?
1. Category Managers should enter the longest payment term on the Conga record.
2. CMs should reach out to their Buyer via email requesting a new payment term be setup in Coupa in addition to what is in Conga.
3. The email should include: supplier number (AP#), Conga record #, the payment terms needed & an explanation for the request
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
In October, the Buyers provided a training on proof-of-concepts (PoCs), what are the 4 steps for vetting sensitive PoCs? (assuming we do not have an MSA in place)
1. NDA execution
2. Application Intake Form - BU must fill this out, this step is the same IT vetting process done in Coupa for InfoSec
3. AI Notification - if AI is involved, the BU must email dlai-ideas@gartner.com detailing supplier name and description of the AI services being trialed
4. PoC trail agreement
If a supplier is not active in Coupa, but the contract needs to go out for signature
1. What check can be ran?
2. Who do you send the results to for approval?
3. What is the check looking for?
1. OFAC
2. Desere' Edwards
3. OFAC Search (also known as OFAC Screening or Scrubbing) is the process by which organizations identify whether or not any parties involved in a transaction can be found on watch lists maintained by the Office of Foreign Assets Control (OFAC), a division of U.S. Department of the Treasury.
1. Gartner has 4 revenue streams, what are they?
2. What is the primary revenue stream?
3. Which of the 4 does Gartner.com fall into?
1. Research & Advisory (R&A), Gartner Consulting, Gartner Digital Markets (GDM), Conferences
2. Research & Advisory
3. Research & Advisory