Common use of Key Assumptions Clause in Contracts

Key Assumptions. The following are key assumptions on which the Fees in this Schedule are based: • Pricing assumes software listed in Attachment L to the Agreement. Additional software requirements will incur additional charges if discovered after the Effective Date. • ACS will be allowed to install and execute SOFT AUDIT to validate software inventory. • Symetra will retain responsibility for copying Symetra Data at the ▇▇▇▇▇▇▇ data center from both physical tape and the VSM to ACS VTS and physical drives temporarily installed at the RDC for migration purposes. • Safeco ACF2 security database with Symetra Data will be provided to ACS for migration purposes. • ACS will be allowed to use full system lift methodology to perform the transition from the Safeco data center to the ACS data center. • Channel and DASD requirements for migration purposes at Safeco data center are retained expenses. • Assumes Symetra data will be segregated by DASD volumes to support full volume dumps. • Safeco and Symetra will provide necessary IT configuration and architectural information in ACS-requested format required to establish the new Symetra IT Table of Contents Symetra Life Insurance Company (Symetra) Schedule 3—Fees infrastructure, thus simplifying configuration of new enterprise equipment and environment. • Pricing for hot site includes 300 MIPS, 1.2GB DASD, one hundred twenty (120) shared servers, one (1) email retention server, disaster recovery analyst travel and seventy-two (72) hours annual test time. • Processor utilization is defined as physical machine utilization taken from the SMF type-70 records as reported by IBM’s “RMF CPU Summary Report”. SMF records are recorded on a fifteen (15)-minute interval (ninety-six (96) intervals each day) and report the average processor utilization during the interval. • Baseline configuration is defined as an IBM Z890 system configured for 410 MIPS offered capacity. [***] Dollars ($[***]) monthly fee for twelve (12) months post transition that will serve as ‘term insurance’ for capability to increase to 489 MIPS with option to renew term insurance annually. Upon direction by Symetra to discontinue the 489 MIP option, ACS will reduce recurring ▇▇▇▇▇▇▇▇ by [***] Dollars ($[***]) per month. • To increase mainframe capacity to a 489 MIP Mainframe processor, a High-Utilization-Week is defined as five (5) consecutive non-holiday weekdays (Monday through Friday) with average CPU utilization of seventy percent (70%) or higher of the Baseline configuration. • To reduce mainframe capacity to a 312 MIP Mainframe processor, a High-Utilization-Week (as defined above) should measure below fifty percent (50%) processor utilization of the Baseline configuration for each of four (4) consecutive months. ACS will perform a capacity study and determine the feasibility of a mainframe downgrade. After presentation of the study, Symetra management, at its sole discretion, may elect to initiate a mainframe processor downgrade with associated RRC credits (as described in this Schedule 3). Mainframe processor downgrade will occur in the first quarter following fiscal year end. • None • None • Pricing for VAN connections is not included. • Circuit rates represent monthly recurring charges. Installation charges are waived by carrier if circuit is kept in place for one (1) year. If a circuit is disconnected before one (1) year the carrier may impose the original install fee of up to [***] Dollars ($[***]). This fee, if applicable, will be charged to Symetra as a pass through expense, without markup. • Internet access- sold as a bundled service from the carriers and is not broken down by port and access charges. • Symetra retains maintenance costs for owned or leased PBX systems. • Monthly fee will be based on actual volume processed. Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corp., this information has been filed separately with the Securities and Exchange Commission. Table of Contents Symetra Life Insurance Company (Symetra) Schedule 3—Fees • Third Party presort house will be used for 6x9 envelopes to achieve postal discounts. • Symetra to provide all consumable print supplies with the exception of white 81/2 by 11 (cut-sheet and continuous feed) and 8/12 x 11 perforated cut sheets (SYM-100-continous feed, 200 cut sheet, 1400 perforated cut sheets). • New business P.O. box mail will be immediately re-routed to Kentucky to begin pilot. • Content management and mailroom image Services will be performed by ACS domestically in London, Kentucky. Table of Contents Symetra Life Insurance Company (Symetra) Schedule 3—Fees [***] The actual billing date may vary based on the final Transition Plan. Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corp., this information has been filed separately with the Securities and Exchange Commission. Table of Contents Symetra Life Insurance Company (Symetra) Schedule 3—Fees Mainframe Server (per MIP) $ [***] $ [***] $ [***] Mainframe DASD (per GB) $ [***] $ [***] $ [***] Mainframe Tape $ [***] $ [***] $ [***] Application Server $ [***] $ [***] $ [***] Database Server $ [***] $ [***] $ [***] File/Print Server $ [***] $ [***] $ [***] Messaging Server $ [***] $ [***] $ [***] Web/HTTP Server $ [***] $ [***] $ [***] Development/Test/QA $ [***] $ [***] $ [***] NT Tape Backup $ [***] $ [***] $ [***] NT SAN Storage SLA-1 $ — $ [***] $ [***] NT SAN Storage SLA-2 $ [***] $ [***] $ [***] IT Continuity $ [***] $ — $ — Print $ [***] $ — $ — Other - Project Pool Hours (rate per hour) $ [***] $ [***] $ [***] EAM Project - Ongoing labor $ [***] $ — $ — Desktop Support - Remote Offices per desktop $ [***] $ [***] $ [***] Laptop Support - Remote Offices per laptop $ [***] $ [***] $ [***] PDA Support - Remote Offices per PDA $ [***] $ [***] $ [***] E-Mail Server Support - HQ & Remote per server $ — $ — $ — File / Print Server Support - HQ & Remote per server $ — $ — $ — Network-Attached Printer Support - HQ & Remote per printer $ [***] $ [***] $ [***] Remote High-volume Production/Printing $ — $ — $ — IMAC for PCs / Net Printers - Remote Offices per IMAC $ [***] $ [***] $ [***] IMAC for Servers - HQ & Remote per IMAC $ [***] $ [***] $ [***] Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corp., this information has been filed separately with the Securities and Exchange Commission. Table of Contents Symetra Life Insurance Company (Symetra) Schedule 3—Fees Per Call $ [***] $ [***] $ [***] 5 pack floating user Remedy licenses $ — $ [***] $ [***] 5 pack fixed user Remedy licenses $ — $ [***] $ [***] 100 P-Synch and ID-Synch licenses $ — $ [***] $ [***] Routers per unit $ [***] $ [***] $ [***] Switches per unit $ [***] $ [***] $ [***] DSUs/CSUs per unit $ [***] $ [***] $ [***] Firewalls per unit $ [***] $ [***] $ [***] FRADS per unit $ [***] $ [***] $ [***] IMProvider per device $ [***] $ [***] $ [***] Circuits-See Data Transport recurring tab Hardware for new remote site (Not including circuit costs) $ — $ [***] $ [***] Hardware cost at each remote site $ — $ [***] $ [***] Hardware cost for NWSC network module $ — $ [***] $ [***] BRI Circuit at remote site $ — $ [***] $ [***] PRI circuit to NWSC $ — $ [***] $ [***] Local Loop Charges for Circuits $ — $ [***] $ [***] Internet access -Dual DS-3 burstable to 7.5M $ — $ [***] $ [***] -Access port fees for Internet access $ — Circuits-Point to Point $ — -DS3 Point to Point AT&T $ — $ [***] $ [***] -DS3 - Point to Point-Verizon $ — $ [***] $ [***] Circuits-Frame relay $ — -56k $ — $ [***] $ [***] -128K $ — $ [***] $ [***] -256K $ — $ [***] $ [***] -384K $ — $ [***] $ [***] -512K $ — $ [***] $ [***] -768K $ — $ [***] $ [***] -1.024M $ — $ [***] $ [***] -1.544M $ — $ [***] $ [***] DS3- ATM/FR Internetworking $ — $ [***] $ [***] Circuit monitoring per trunk $ — $ — $ — Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corp., this information has been filed separately with the Securities and Exchange Commission. Table of Contents Symetra Life Insurance Company (Symetra) Schedule 3—Fees IMProvider Per PBX $ — $ — $ — Large PBX’s (over 300 Extensions) per unit $ — $ — $ — Small PBXs (LT 75 extensions) per unit $ — $ — $ — PBX Handsets per unit $ — $ [***] $ [***] ACD, IVR IMProvider $ — $ — $ — Voice Circuit IMProvider $ — $ — $ — Teleconference Services $ — $ — $ — Calling Cards $ — $ — $ — Cell Phones $ — $ — $ — Voice Mailbox Users $ — $ — $ — Location $ — $ — $ — Remote Office $ — $ — $ — Remote Worker $ — $ [***] Dedicated $ — $ — $ — Switched $ — $ — $ — Fractional T-1: 56/64k $ — $ [***] $ [***] 128k $ — $ [***] $ [***] 256k $ — $ [***] $ [***] 384k $ — $ [***] $ [***] 512k $ — $ [***] $ [***] DS3-FR $ — $ [***] $ [***] Fractional DS3- Internet BW $ — $ [***] $ [***] OCX $ — $ — $ — Other $ — Local Loop Charges for Circuits $ — $ [***] $ [***] Simplex Printed Page $ [***] $ [***] $ [***] Post-Processing 6x9 envelopes $ [***] $ [***] $ [***] Automated flat envelopes $ [***] $ [***] $ [***] Boxes $ [***] $ [***] $ [***] Binding $ [***] $ [***] $ [***] Storage Forms Coding and Maintenance $ [***] $ [***] $ [***] Postal Presorting $ [***] $ [***] $ [***] Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corp., this information has been filed separately with the Securities and Exchange Commission. Table of Contents Symetra Life Insurance Company (Symetra) Schedule 3—Fees Supplies deleted deleted deleted Duplex Printed Page $ — $ [***] $ [***] Mailroom services -Mailroom $ [***] $ [***] $ [***] -Scanning $ [***] $ [***] $ [***] -Indexing $ [***] $ [***] $ [***] MicroFiche/Film BF Conversion (Scan on-demand only) $ — -Prep documents $ [***] $ [***] $ [***] -Scanning $ [***] $ [***] $ [***] -Imaging $ [***] $ [***] $ [***] -Copying $ [***] $ [***] $ [***] -Indexing $ [***] $ [***] $ [***] -Checks $ [***] $ [***] $ [***] -Research $ [***] $ [***] $ [***] Paper Active BF Conversion -Prep documents $ [***] $ [***] $ [***] -Scanning $ [***] $ [***] $ [***] -Imaging $ [***] $ [***] $ [***] -Copying $ [***] $ [***] $ [***] -Indexing $ [***] $ [***] $ [***] -Checks $ [***] $ [***] $ [***] -Research $ [***] $ — $ — Lockbox (per check processed) $ [***] $ — $ — T1 with 512 PVC $ [***] $ — $ — FileNet Software Maintenance $ [***] $ — $ — Disaster Recovery $ [***] $ — $ — Mainframe Server (per MIP) $ [***] $ [***] $ [***] Mainframe DASD (per GB) $ [***] $ [***] $ [***] Mainframe Tape $ [***] $ [***] $ [***] Application Server $ [***] $ [***] $ [***] Database Server $ [***] $ [***] $ [***] File/Print Server $ [***] $ [***] $ [***] Messaging Server $ [***] $ [***] $ [***] Web/HTTP Server $ [***] $ [***] $ [***] Development/Test/QA $ [***] $ [***] $ [***] Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corp., this information has been filed separately with the Securities and Exchange Commission. Table of Contents Symetra Life Insurance Company (Symetra) Schedule 3—Fees NT Tape Backup $ [***] $ [***] $ [***] NT SAN Storage SLA-1 $ — $ [***] $ [***] NT SAN Storage SLA-2 $ [***] $ [***] $ [***] IT Continuity $ [***] $ — $ — Print $ [***] $ — $ — Other - Project Pool Hours $ [***] $ [***] $ [***] EAM Project - Ongoing labor $ [***] $ — $ — Desktop Support - Remote Offices per desktop $ [***] $ [***] $ [***] Laptop Support - Remote Offices per laptop $ [***] $ [***] $ [***] PDA Support - Remote Offices per PDA $ [***] $ [***] $ [***] E-Mail Server Support - HQ & Remote per server File / Print Server Support - HQ & Remote per server Network-Attached Printer Support - HQ & Remote per printer $ [***] $ [***] $ [***] Remote High-volume Production/Printing IMAC for PCs / Net Printers - Remote Offices per IMAC $ [***] $ [***] $ [***] IMAC for Servers - HQ & Remote per IMAC $ [***] $ [***] $ [***] Per Call $ [***] $ [***] $ [***] 5 pack floating user Remedy licenses $ — $ [***] $ [***] 5 pack fixed user Remedy licenses $ — $ [***] $ [***] 100 P-Synch and ID-Synch licenses $ — $ [***] $ [***] Routers per unit $ [***] $ [***] $ [***] Switches per unit $ [***] $ [***] $ [***] DSUs/CSUs per unit $ [***] $ [***] $ [***] Firewalls per unit $ [***] $ [***] $ [***] FRADS per unit $ [***] $ [***] $ [***] IMProvider per device $ [***] $ [***] $ [***] Circuits-See Data Transport recurring tab Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corp., this information has been filed separately with the Securities and Exchange Commission. Table of Contents Symetra Life Insurance Company (Symetra) Schedule 3—Fees