ࡱ> 13./03 qbjbjCC >!!l1lDDDDEEEEppp8pLDqLEnr:r(rrr~r$6@BBBBBB$c ~fEJ0}|}JJfDDrr2 {J DrD8r@J@RDD rr ೖ%E+pV&P$`vd b6EEDDDD  ASK ClientName "Organization Name" \* MERGEFORMAT VPS 101 Bloomberg L.P. Bloomberg Message Search rev 4 Prepared For:Autonomy Contacts:Bloomberg ATTN: Ram Vangala E-Mail:  HYPERLINK "mailto:rvangala@bloomberg.net" rvangala@bloomberg.net Bloomberg L.P. 731 Lexington Avenue New York, NY 10022 www.bloomberg.com CC: James Cariello  HYPERLINK "mailto:jcariello@bloomberg.net" jcariello@bloomberg.net 212-617-4741 Autonomy Sales Steve Mount Account Executive 646-366-9515 smount@Autonomy.com Al Marsella Regional Technical Manager 646-366-9526 amarsell@Autonomy.com Autonomy Professional Services David Neubert Director, Consulting Services 401-885-9462 dneubert@Autonomy.com  STATEMENT OF WORK NO. 4 This Statement of Work No. 3 (this SOW), is entered into on this day January 23, 2006 (the Effective Date) and is pursuant to the Professional Services Agreement (the Agreement) between Autonomy Corporation PLC (Autonomy) and Bloomberg L.P. (Bloomberg) dated October 1, 2004, All capitalized terms used herein which are defined in the Agreement shall have the same meaning as in the Agreement. INTRODUCTION 1. STATEMENT OF PROPRIETARY INFORMATION AND CONFIDENTIALITY This document contains confidential information of both parties and shall be considered Confidential Information as defined in the NDA, as defined in the Agreement. 2. INTENT This SOW has been developed using information and specifications that have been conveyed to Autonomys Professional Services by Bloomberg employees. Bloombergs professional and business needs may change over time. Only Bloomberg will determine whether or not the Autonomy solution proposed herein meets their business needs. Autonomy Professional Services will work with Bloomberg to help Bloomberg with the solution described herein. 3. INTELLECTUAL PROPERTY AND GENERAL TERMS a. Proprietary Rights. Pursuant to the Agreement, the parties have agreed that Bloomberg shall own all Bloomberg Property. Autonomy shall own all Pre-Existing Rights of Service Provider and all Generalized Tools, subject to Bloombergs license thereto. In addition, Autonomy shall retain ownership of all standard, commercial off-the-shelf software which is perpetually licensed to Bloomberg pursuant to the license agreement executed between the parties (the License Agreement) prior to the SOW (Commercial Software). Notwithstanding anything to the contrary in the License Agreement: (i) permitted and licensed use of the Commercial Software shall include use in conjunction with the services described herein this SOW (the Solution); (ii) development work, maintenance or support performed by Bloomberg with respect to the the Solution, shall not be deemed to constitute prohibited reverse engineering, decompilation, modification, translation or disassembly of the Commercial Software pursuant to Section 2.2 of the License Agreement; and (iii) Autonomy hereby disclaims ownership of any intellectual property rights in or to any derivative work that may be deemed to result from inclusion of the Commercial Software as part of the Solution. b. Work for Hire. Subject to section A(3)(a) above: All ideas, inventions, discoveries, creations, improvements, concepts, developments, methods, tools, know-how, trade secrets, works of authorship, documentation, templates, processes, techniques, data, programs, reports, information, materials, designs, drawings, specifications, plans and other documents of any kind whatsoever prepared or created by Autonomy pursuant to or resulting from the Services shall be the sole property of and belong to Bloomberg and shall be deemed to be part of the Solution. All right, title and interest in and to the Solution, including all intellectual property rights therein, shall be deemed works for hire (as that term is defined in 101 of the 1976 Copyright Act) and shall reside with Bloomberg without further employment of, or payment of additional compensation to Autonomy or any of its personnel. To the extent that the Solution is determined, by a court of competent jurisdiction, the Register of Copyrights or otherwise, not to be work made for hire, Autonomy shall be deemed hereby to have assigned to Bloomberg all its right, title and interest, including without limitation all copyrights or other intellectual property, to such Solution. Autonomy shall ensure that its personnel shall cooperate with the foregoing provisions. In the event of a conflict with respect to intellectual property provisions set forth herein and in the License Agreement, this SOW shall govern. c. Indemnity. Autonomys obligation to defend Bloomberg, in connection with any indemnification obligations or provisions in the Agreement, shall be subject to Bloombergs right to participate in such defense with its own counsel at its own expense and its right to approve any settlement. d. Liability limitation. The parties agree that the last sentence of Section 12 of the Agreement is amended to state the following: The aforementioned liability limitation shall not, however, apply to any indemnification obligations set forth in this agreement, either partys breach of Section 7 (Confidential Information), any damages due to gross negligence, willful misconduct or relating to bodily injury and direct damages to tangible property. e. Infringement. If any deliverable or other item provided to Bloomberg as part of this SOW becomes subject to a third party claim of intellectual property infringement or violation of a proprietary right, Autonomy shall promptly, and at its own expense: (i) procure for Bloomberg the right to continue using such deliverable; (ii) modify the applicable portion of the deliverable so that is no longer infringing or in violation; (iii) replace such portion with a functionally equivalent replacement which is not infringing or in violation; or (iv)promptly refund all fees paid pursuant to this SOW. f. Amendments. Autonomy acknowledges that Bloombergs general personnel are not authorized to amend or supercede the Agreement or this SOW pursuant to, or to bind Bloomberg to obligations or liabilities contained in, shrink wrap or other click acceptance type agreements, and only authorized signatories are empowered to so amend or supercede, or to so bind, Bloomberg, pursuant to executed hardcopy instruments. g. Custom Work. Any custom services performed hereunder for Bloomberg shall not be performed so as to create modifications to the Commercial Software. h. Termination Rights. Notwithstanding anything to the contrary in the Agreement, Bloomberg may terminate this SOW for any reason upon 5 business days notice to Autonomy. Bloomberg shall only be liable to Autonomy for fees and expenses up to the last day of services provided to Bloomberg after notice of termination. Autonomy may only terminate this SOW for cause upon 10 business days notice, or with written approval from Bloomberg. i. Survival. Sections A(3) and C(5)) of this SOW shall survive any termination of the Agreement or this SOW, and shall continue in full force and effect. B. ENGAGEMENT OVERVIEW Engagement Objective To deliver a new solution for Bloomberg Message Search that is easy to scale and administer and provides fast search over a Bloomberg messages, as well as some new functional enhancements, such as personal user folders. Engagement Timeline The engagement is divided into four self-contained phases over five to six months. Each phase except the initial Design Phase produces production ready deliverables, and therefore includes design and code reviews, and functional, performance, and scaling testing. PhaseDescriptionSchedule (2006)Hours1DesignJan 23 Feb 2410002Index and SearchJan 30 Apr 1430003Administration and State ManagementApr 3 Jun 915004Personal FoldersApr 3 Jun 92000Jan 23 Jun 97500 The anticipated architecture is simple, one dedicated collection and profile net per Bloomberg user. This will ensure that search over a user message history will always be extremely fast and can easily accommodate message histories of five years or more. Assuming an average of 200 messages per day per user, the total number of messages per user over 5 years is likely to be less than 250,000 messages, which is well within the parameters of a Autonomy collection for small documents (messages). This is virtually no limit on the number of users that can be supported under the proposed architecture, assuming adequate hardware (CPUs, memory, disk space) is allocated. Feature Summary The proposed application enhances search over Bloomberg messages, delivering: Fast keyword and metadata search over all user messages and the component parts of the message Sorted search results by date or relevance, according to user direction Ability to search inbound messages, outbound messages, or both Ability to apply date constraint of messages Filtering and alerting of incoming messages Automatic classification of messages across 15 Bloomberg priority message types Up to twenty personal folders per user to classify and filter messages Ability to display only those messages that pass through user selected folder filters Simple architecture delegating one collection store and one profile net per user Scalable to virtually unlimited users (only dependent on hardware CPUs, memory, and disk space) Scalable to 5 years of history on messages, even at 10-12 million messages per day Fully Fault Tolerant Solution Fully integrated into current Bloomberg Messaging Application Application Components and Mechanisms The main components and mechanisms that constitute this application include the following: Message Normalizer tokenizes and localizes each message once up front before it is passed to multiple index and profile receivers, thus eliminating the need to repeat this down stream for each receiver collection or profiler, and thereby deliver the fastest possible indexing and profiling of messages. See Task 1.2 for a more detailed explanation. Message Classifier classifies incoming messages as a one or more message types. For this engagement the number of message types is limited to not more than fifteen (15). Message Dispatcher detects the sender and all receivers on each incoming messages and dispatches a normalized copy of the message to the appropriate indexing and profiling mechanisms serving the sender and each receiver Message Indexer indexes the incoming messages into specific user collection stores, optimized for sporadic bursts of incoming messages in near real time. Message Profiler profiles incoming messages for a variety of purposes, such as to: Classify incoming messages under one or more (up t to five) user defined folders Facilitate filtered search against these folders Filter incoming messages displaying only those messages under select folders Automatically notify the user when an incoming message hits his select folders Production Scale Backend the application backend stores, mechanisms, and process necessary to meet anticipated production scale. This will include one collection and profile net per user (currently 200,000 users) and the corpus of messages currently is 10-12 million per day (65 gig per day) accumulating to approximately 1000 million messages (6,500 gig) per fiscal quarter, 4,000 million messages per year, 20,000 million messages over 5 years, depending on the history maintained. Administration Mechanisms the administration mechanisms necessary to setup, administer, monitor, and maintain the application and the background stores in the anticipated production environments, including reporting and administration interfaces for overall application control, administrative alerting for application-level exceptions, PXE boot services for new nodes coming online, task assignment for nodes completing the OS boot process, storage and propagation of current node configurations and activity status, and monitoring and restarting of nodes and node-level processes Application Test Harness the JAVA/JSP user interface test harness that Autonomy will use to demonstrate and initially prove all functionality. The Application Test Harness will also be used as a cross-check against the GTK application functionality developed by Bloomberg. C-API wraps the search functionality necessary for the GTK User Interface Application for Message Search. GTK User Interface Application - the user interface for the Message Search Application (provided by Bloomberg). C. PHASES PHASE 1 Design  Phase Deliverables D1.1 Requirements Document D1.2 Design Document D1.3 Project Plan, Development Plan, Q/A Plan D1.5 Hardware Recommendations D1.6 Development and Staging Environments Phase Objectives Document Requirements and Specifications Document High-Level Designs Build Project Plan, Development Plan, and QA Test Plan Recommend Hardware Environments for Development, Staging, and Production Setup development environments for: (1) Bloomberg, (2) Autonomy on-site, (3) Autonomy off-site Validate Design and critical constraints and assumptions Phase Summary Phase 1 is divided into two high-level tasks as shown in the task table to the right. It requires 4-5 weeks, 1000 Autonomy consulting hours. See the Engagement Worksheet for a more detailed task breakdown.TasksHoursT1 Design and Project Plans500T2 Validation5001000 Description of Phase Deliverables D1.1 Requirements Document documents the high-level requirements and specifications for he Messaging Application. Sign-off on the Requirements Document by both Bloomberg and Autonomy is required before proceeding into subsequent phases of this engagement. D1.2 Design Documents documents the high-level design for the Messaging Application, including development, staging, and production hardware and environments, as well as a draft of the Messaging C-API to which Bloomberg will write its GTK-based Messaging application. Sign-off on the Design Document by Bloomberg and Autonomy is required before proceeding into subsequent phases. D1.3 Project Plan (a) to manage, schedule and track the remaining task and phases of this engagement, including (b) Development Plan and (c) Test Q/A Plan. Sign-off on the Project Plan, Development Plan, and Test Plan by Bloomberg and Autonomy is required before proceeding into subsequent phases. D1.4 Hardware Recommendations documents Autonomys high-level hardware recommendations for the Messaging Application, including development, staging, and production environments. Sign-off that Autonomys recommendations have been received by Bloomberg is required before proceeding into subsequent phases of this engagement D1.5 Bloomberg and Autonomy Development Environments for three parallel development tracks: (1) Bloomberg, (2) Autonomy on-site integration and testing, (3) Autonomy off-site development. PHASE 2 Index and Search Phase Deliverables D2.1 Index and Search Mechanisms D2.2 Index and Search C-API D2.3 Requirements Document (maintained) D2.4 Design Document (maintained) D2.5 Project Plans (maintained) Phase Objectives Deliver production deployable Index and Search mechanisms and processes Deliver production deployable C-API for index and Search Phase Summary Phase 2 is divided into two high-level tasks as shown in the task table to the right. It requires at least 9-10 weeks, 3000 Autonomy consulting hours. See the Engagement Worksheet for a more detailed task breakdown.TasksHoursT1 Development1500T2 Validation and Scale15003000 Description of Phase Deliverables D2.1 Index and Search Mechanisms the production deployable index and search mechanisms as defined in the Design Documents for this engagement. This does not include administration and state management. At the completion of this phase, the phase deliverables can be deployed by Bloomberg into staging and pre-production environments for integration with and testing against their GTK application. The set of administration mechanisms and processes to configure and administer the application are not provided until the next phase. Personal Folders are also not provided in this phase. The Index and Search mechanisms are anticipated to include (but are not limited to): Message Ingest Mechanisms Message Normalization and Classification Mechanisms Message Index Dispatch and Index Mechanisms Message Search Request Dispatch and Search Mechanisms D2.1 Index and Search C-API the C-API calls and documentation (as specified in the Design Documents) to access the Index and Search Mechanisms (D2.1 above). D2.1 Requirements Document (maintained) documents changes in requirements and specifications that may surface during this phase (see Engagement Contingencies under Billing). D2.2 Design Document (maintained) documents refinements and changes to the high-level design for the Messaging Application in regards to index and search (see Engagement Contingencies under Billing). D2.3 Project Plans (maintained) documents any changes in the Project, Development, or Test Plans, or any Autonomy work related to this engagement (see Engagement Contingencies under Billing). 3. PHASE 3 Administration and State Management Phase Deliverables D3.1 Requirements Document (refined) D3.2 Design Document (refined) D3.3 Production Backend D3.4 C-API (with production backend) D3.5 Application Iteration #3 Phase Objectives Deliver Administration Mechanisms Deliver State Management Mechanisms Phase Summary Phase 3 is divided into two high-level tasks as shown in the task table to the right. It requires at least 8-10 weeks, 1500 Autonomy consulting hours. See the Engagement Worksheet for a more detailed task breakdown.TasksHoursT1 Development900T2 Validation and Scale6001500 Description of Deliverables D3.1 Administration and State Management Mechanisms the production deployable administration and state management mechanisms as defined in the Design Documents for this engagement. At the completion of this phase, the phase deliverables can be deployed by Bloomberg into staging and pre-production environments for integration with and testing against their GTK application. Personal Folders are also not provided in this phase. D3.3 Administration C-API the C-API calls (if applicable) and documentation (as specified in the Design Documents) to access the Administration Mechanisms (D3.1 above). D3.3 Requirements Document (maintained) documents changes in requirements and specifications that may surface during this phase (see Engagement Contingencies under Billing). D3.4 Design Document (maintained) documents refinements and changes to the high-level design for the Application administration and state management (see Engagement Contingencies under Billing). D3.5 Project Plans (maintained) documents any changes in the Project, Development, or Test Plans, or any Autonomy work related to this engagement (see Engagement Contingencies under Billing). 4. PHASE 4 Personal Folders  Phase Deliverables D4.1 Profiling and Personal Folders Mechanisms D4.2 C-API (Extended for Profiling and Personal Folders) D4.3 Requirements Document (maintained) D4.4 Design Document (maintained) D4.5 Project Plans (maintained) Phase Objectives Deliver production deployable Profiling and Personal Folders mechanisms and processes Deliver production deployable C-API for same Phase Summary Phase 4 is divided into two high-level tasks as shown in the task table to the right. It requires at least 8-10 weeks, 2000 Autonomy consulting hours. See the Engagement Worksheet for a more detailed task breakdown.TasksHoursT1 Development1200T2 Validation and Scale8002000 Description of Deliverables D4.1 Profiling and Personal Folder Mechanisms the production deployable index profiling mechanisms as defined in the Design Documents for this engagement. These mechanisms are anticipated to include (but is not limited to): Personal Folder Definition and Management Mechanisms (Define, Save, Change, Delete) Personal Classification Mechanisms (up to 20 personal folders per user) Administration and Statement Management Mechanisms required by backend D4.2 Personal Folders C-API the C-API calls and documentation (as specified in the Design Documents) to access the Index and Search Mechanisms (D2.1 above). D4.3 Requirements Document (maintained) documents changes in requirements and specifications that may surface during this phase (see Engagement Contingencies under Billing). D4.4 Design Document (maintained) documents refinements and changes to the high-level design for the Messaging Application in regards to index and search (see Engagement Contingencies under Billing). D4.5 Project Plans (maintained) documents any changes in the Project, Development, or Test Plans, or any Autonomy work related to this engagement (see Engagement Contingencies under Billing). Environment Operating System: Application Server: Web Server: Database: Number of Documents: Document types: Autonomy applications utilized during this engagement have already been licensed and purchased via the License Agreement separately from this Statement of Work: Autonomy: K2 E 5.5 VDK Proifler VDK Perl  C. FURTHER SPECIFICATIONS 1. -Scope Management: As with any time and material effort, Autonomy Professional Services can accommodate changes during the described consulting engagement to resolve issues, on a time and material basis that were not apparent at the time this document was completed. However, during this engagement the Autonomy Professional Services Engagement Manager will discuss potential changes with Bloombergs technical leads to determine any impact to time allocation and scheduling requirements provided that Autonomy shall perform all necessary work to complete any services required in connection with the changes at no additional cost or expense to Bloomberg, unless such change is a Major SOW Change by Bloomberg. Therefore, any scope changes, except for a Major SOW Change by Bloomberg, shall be handled and performed by Autonomy within the allowed total cost represented below in this SOW. A Major SOW Change shall mean a substantial change in scope or Deliverables from those set forth or generally contemplated in this SOW as of the date hereof. . The Autonomy Professional Services Engagement Manager will be notified by the client of any resourcing requirements and the Autonomy Professional Services Engagement Manager will determine how to best accomplish the request within an acceptable time frame. 2. Requirements The following is a list of requirements that Bloomberg must meet prior to engaging Autonomy Professional Services: Provide a primary point of contact with a deep understanding of the system requirements. Provide desk space for Autonomy personnel while on site at Bloomberg Provide access to System Administration assistance for any hardware or database issues. Provide workstation for the Autonomy Consultant with connectivity to the machine(s) hosting Autonomy Implementation. 3. Autonomy Engagement Manager Participation To assure the success of this project a Autonomy Engagement Manager will be responsible to gather required information to ensure the proper completion of this SOW, monitor payment procedures, the engagements progress, accomplishments, deliverables, and provide status to designated contacts, as needed. This person will also meet with Bloomberg as requested to discuss scope change, escalations, or other project related issues. At the end of this SOW the engagement manager will (a) review the SOW deliverables with the client and (b) advise the client that the services have been completed (the Completion). At Completion, in a closing statement/e-mail, the engagement manager will deliver the final versions of any documents stated to be deliverables in the SOW, with a project feedback form for completionby the client. 5. Warranty and Miscellaneous Autonomy warrants that the Services and the deliverables hereunder will be free from defects in materials and workmanship and will operate in accordance with this SOW and confirm to all applicable specifications for a period commencing upon acceptance thereof and ending six (6) months after the date of completion of all Services and deliverables by Autonomy (the Warranty Period). During the Warranty Period, Autonomy shall promptly, and at its own expense: (i) re-perform any of the Services, (ii) repair, replace, or modify any of the Deliverables or, if the foregoing items (i) and (ii) are not commercially feasible, (iii) promptly refund all fees paid by Bloomberg pursuant to the non-conforming Deliverables. The Warranty Period shall be tolled during any period of any such re-performance, repair, replacement or modification, such that it shall be extended in duration for the length of any such period. Autonomy further warrants that the Services and the Deliverables provided shall be free of computer viruses and that any computer programs related to the Services and/or the Deliverables, as delivered by Vendor do not contain any virus or computer software code, routines or devices designed to disable, damage, impair, erase, deactivate, or electronically repossess the deliverables, programs, or other software or data. This SOW contains the full and complete understanding of the parties as to the subject matter hereof and may not be altered or modified, except by written amendment which expressly refers to this SOW and which is duly executed by an officer of Autonomy. If any purchase order made pursuant to this SOW contains any terms which are inconsistent with, or in addition to, this SOW, such inconsistent or additional purchase order terms shall be of no effect. 6. Payment Terms and Cancellation All payments are due within 30 days of invoice date. Autonomy will send time sheets and the corresponding invoices to Bloomberg on a bi-weekly basis. If you should need to cancel, please do so early. Canceling the engagement within 5 business days of the scheduled date, incurs a non-recoupable cancellation fee in the amount of 20% of the total estimate, or a maximum of $3,000, whichever is less and will be invoiced immediately if cancellation fees are applicable. The engagement can be later rescheduled at mutual convenience. 7. Questions If you have any questions, please do not hesitate to call for clarification. Sincerely,  David Neubert Director, Consulting Services 401-885-9462. D. SIGNATURES Customer: Authorized Signature ______________________________________________ Date _________________ Name __________________________________________________________________________________ Title ____________________________________________________________________________________ Company __________________________________________________________________________________ Address ___________________________________________________________________________________ Autonomy: Authorized Signature ______________________________________________ Date _________________ Name ____________________________________________________________________________________ Title ____________________________________________________________________________________ Send Invoices To: Name/Dept: Accounts Payable Company: Bloomberg Address: 731 Lexington Avenue City/State/Zip: New York New York 10022 Phone: 212-617-0324 Fax N/A       Autonomy Professional Services SOW No. 2  PAGE \* MERGEFORMAT 14 of  NUMPAGES 14   Autonomy, Inc. 894 Ross Drive Sunnyvale, CA 94089 Attn: Cindy Johnson Phone: (408) 541-1500 Fax: (403)-770-8448 Autonomy Consulting Services Statement of Work   =>EFGHIKYZ|}56[`op}CJ^J 0J^JhjU^JhjU^Jh^Jh @OJQJHhO0JjU HhO jU:5:\CJ :>*CJ5CJ 5:CJ] 5CJ]5CJCJ55CJj5CJUCJ0 GHIJKZ[|}~ $$Ifa$$If$ $a$ $@&]a$ $&dPa$$]a$$]a$]ppqq!6I[woiiiiiiii$If$If4$$Ifl" ! t4 la. $ $$Ifa$E$$Ifl0" t4 la. 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