Contract No. DIR-CPO-4797IQBG State
of Texas DIR


IQBG State of Texas DIR

Contract No. DIR-CPO-4797
The Contract

Through this contract, any Texas state agency, unit of local government, or institution of higher education can acquire, through the IQ Business Group (IQBG), Enterprise Content Management (ECM) and Enterprise Information Management (EIM) related Software as a Service (SaaS) and client-hosted products such as Active Navigation, DocFusion, OpenText, and Preservica at a significant discount for Texas DIR customers. Professional Services such as installation, configuration, design, implementation, support, and maintenance are available with individual statements of work. This contracting vehicle can also procure services such as high-level assessments, requirements analysis, and solution design regardless of the ECM or EIM platform. Information regarding the IQBG DIR Contract is located on DIR-CPO-4797 Website.

Cooperative Contracts Program

This contract is part of the Cooperative Contracts Program created by Texas Department of Information Resources (DIR). The Cooperative Contracts Program creates contract vehicles that satisfy statewide procurement requirements for software products, including Software as a Service (SaaS), and the associated services associated with implementing solutions built using the products. The Program combines the buying power of authorized customers to obtain volume-discounted pricing, to shorten the time required, and to make it easier for them to acquire the technology products and services that they need to improve productivity, increase efficiencies, raise levels of service to constituents, and improve regulatory compliance.

Under the Cooperative Contracts Program, customers place orders with and issue payments directly to the vendors participating in the Co-op Contracts Program.

How to Order and/or Request a Consultation

Customers contact CHRIS LEGNON for products and/or services and pricing information, negotiate their own service level agreements and additional terms and conditions, if any, and send their purchase orders (with the DIR contract number) to Chris Legnon and payments directly to IQBG.

CHRIS LEGNON is the IQBG Regional Director for Texas and is responsible for guiding all business relative to this contract. Chris is available to assist DIR Customers in determining which ECM or EIM products and services best match their specific requirements; and, to help with the creation of Purchase Orders and Statements of Work as relevant to their needs.

Contact Chris Today
Chris Legnon, PMP, ITIL
VP of Client Engagement
clegnon @
+1 (512) 423-4481

How to OrderRequest a Consultation

Customers contact CHRIS LEGNON for products and/or services and pricing information, negotiate their own service level agreements and additional terms and conditions



IQBG realizes that software alone cannot make an information management program successful. You are only as good as your people, process, and technology. Our Program Maturity Assessment (PMA) helps organizations benchmark current program maturity while providing a roadmap to meet future state requirements. By rapidly assessing current operations through proactive engagement, our team can develop business requirements and project return on investment (ROI), develop a technology roadmap, and recommend a multi-year implementation sequence. Our Program Maturity Assessment (PMA) is available for Records Management (RM), Information Governance (IG), and Content Services (CS).

Policy & Schedule Development

IQBG knows that information management policy and effective records schedules are the heart of any program. Our approach to policy and schedule development is different than most consulting firms in two significant ways. First, we leverage our senior staff, whose primary focus is Records Management. With numerous ECRM engagements under their belts, rest assured that experience and confidence are baked into each policy and records schedule we help you develop.

Secondly, IQBG promotes knowledge transfer by collaborating with our clients as much as possible throughout the process. Our methodology includes focused use case discussions, technology demonstrations, and training sessions. Our clients are well equipped to support their records management program, driven by effective policy and records schedules.

Information Governance

Information is one of your most valuable assets. Content creation has become simplified, and it is too easy to neglect the volumes of content and records supporting your business. Without effective governance, things can go south really quickly. IQBG leverages several Information Governance maturity models to benchmark your Information Governance program, providing recommendations that bridge the gaps between people, policy, process, and technology to implement lasting information governance.

Enterprise Content Management

Enterprise Content Management (ECM) strategies capture, manage, store, preserve, and deliver content and documents related to organizational processes.

  • ECM is working properly when it is effectively “invisible” to users. ECM is a collection of infrastructure components that fit into a multi-layered model and include all document-related technologies (DRT) for handling, delivering, and managing structured data and unstructured information. The five ECM components and technologies were first defined by AIIM as: capture, manage, store, preserve, and deliver.

  • IQBG provides professional services for

    • Document Management (DM)

    • Collaboration

    • Web content management

    • Records management

    • Workflow and business process management (BPM)

    • Email Management

    • Data Migrations

    • FOIA & eDiscovery

    • Conversion and Digitization

    • Support & Maintenance


Active Navigation

Active Navigation – is a data privacy and governance software company. Hundreds of companies and government agencies worldwide trust Active Navigation to help them control sensitive data and support compliance with various data privacy regulations such as the California Consumer Privacy Act and the European Union’s General Data Protection Regulation. Current customers include Equifax, Voya Financial, the United States Marine Corps, and the Royal Navy. Active Navigation is a recognized industry leader providing on-premises software for mapping, cleaning, classifying, quarantining, and deleting unstructured data. Their mission is to empower organizations of any size to understand and remove the risks from their data. Active Navigation software plays a fundamental role in any information governance strategy, enabling cost, risk, and efficiency savings through information audit, clean-up, defensible deletion, intelligent file migration, records capture, e-discovery collection, and ongoing policy monitoring. Their globally proven methodology is driven by extensive practical experience and empowers information, information technology (IT), security, privacy, and legal professionals to understand and take control of their unstructured data.


DocFusion – is a dynamic, template-driven document composition and automation engine designed to help manage document content and processes. DocFusion includes digital signatures, dynamic barcoding, rule-driven content creation, easy-to-use drag-and-drop designer, complex workflow, managed legal clause and corporate identity libraries, and much more.


OpenText – The OpenText™ Content Suite Platform is a top enterprise content management (ECM) system managing the information lifecycle across the enterprise, from capture to archiving and disposition. As a cloud-native technology, Content Suite Platform runs anywhere and simplifies deployments, upgrades, and new feature introductions.


Preservica – is changing the way organizations around the world future-proof and access critical long-term digital information enabling companies to drive innovation, confidently meet compliance and legal requirements and safeguard digital content of unique cultural and brand importance. Digital content is fragile, and the pressing need to protect and access critical long-term information assets cuts across every sector—from financial services to education. Preservica’s active preservation platform is designed from the ground up to tackle the unique challenges of protecting digital information over decades; this means ensuring information is securely stored, immediately accessible, trustworthy, and automatically transformed into formats that can be read and used by future applications. Preservica’s active digital preservation software is trusted by 200+ organizations across the globe – from major corporations to government bodies and iconic cultural institutions.

Voluntary Product Accessibility Templates (VPAT)

Warranty & Returns

Active Navigation

Software Performance – Active Navigation warrants that the Software will perform in substantial accordance with its accompanying technical documentation for a period of 90 days from the date of the order. This warranty will not apply to any problems caused by software not licensed to Customer by Active Navigation, use other than in accordance with the technical documentation, or misuse of the Software.  The warranty only covers problems reported to Active Navigation during the warranty period or 30 days after.  The customer will cooperate with Active Navigation in resolving any warranty claim. Active Navigation will use commercially reasonable efforts to remedy covered warranty claims within a reasonable period of time or replace the Software, or if Active Navigation cannot do so, it will refund to Customer the license fee paid. This is the customer’s exclusive remedy and Active Navigation’s sole liability for these warranty claims.

Disclaimer of warranties – Active Navigation disclaims all other express and implied warranties, including the implied warranty of merchantability and fitness for a particular purpose without limitation. The customer understands that the software may not be error-free and use may be interrupted.


DocFusion warrants to the Client that the Software will function in accordance with the then-current specifications set out in the Materials, it is recorded that these specifications are subject to change from time to time.

  • The Client acknowledges that the Software has not been developed to meet the Client’s individual business requirements and that no warranty is given by DocFusion in this regard.

  • DocFusion shall not be liable under any warranty herein to the extent that any defect/malfunction is caused by:

    • Natural disasters, including fire, smoke, water, wind, earthquakes or lightning, electric power failures, or the failure to maintain appropriate environmental conditions with regard to the Software.

    • Any neglect or misuse of the Software or failure to operate the Software other than in accordance with the current specifications set out in the Materials.

The Client shall notify DocFusion and IQ Business Group in writing of any alleged breach of the warranty in the clauses above.


Limited Software Warranty – OpenText (OT) warrants to Licensee that Software: (a) will be free of all known viruses at the time of first delivery; and (b) will perform substantially in accordance with its accompanying Documentation for 60 days from the date of first delivery. OT’s entire liability, and Licensee’s sole remedy, for each breach by OT of the warranty in (i) clause (a), is limited to requiring OT to deliver a replacement copy of the Software to Licensee free of known viruses; and (ii) clause (b) is limited to requiring OT to correct or work around the portion of the Software giving rise to such breach within a commercially reasonable time, failing which OT will refund all License Fees attributable to the portion of the Software giving rise to the breach.

Warranty Exclusions:  The warranties do not apply to any breach caused by: (a) any change to the Software, except where OT made the changes through Support Software; (b) the Licensee’s failure to provide a suitable installation or operating environment for the Software; (c) use of the Software on or caused by software, firmware, computer systems, data, technology or a hardware platform not approved by OT in writing; (d) any telecommunications medium used by Licensee; (e) failure of Licensee or user to comply with the Documentation; or (f) failure of Licensee to report a warranty claim within the warranty period.  OT does not warrant that the Software is error-free or will operate without interruption.


Preservica undertakes that the Services will be performed substantially in accordance with the Documentation and with reasonable skill and care and that any Deliverables will materially comply with any specification agreed in writing between Preservica, IQ Business Group, and the Client.

The undertaking shall not apply to the extent of any non-conformance caused by a Client Default.

Preservica shall use its reasonable endeavors to ensure that the Subscription Services meet or exceed the Service Levels but shall not be responsible for any failure to meet or exceed the Service Levels which is caused by a Client Default.

If the Services do not conform with the undertaking, Preservica will, at its expense, use all reasonable commercial endeavors to correct any such non-conformance promptly, or provide the Client with an alternative means of accomplishing the desired performance.

Price Lists