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DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270
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<br />Do you provide leasing or financing options, especially those
<br />options that schools and governmental entities may need to use
<br />in order to make certain acquisitions?
<br />Briefly describe your proposed order process. Include enough
<br />detail to support your ability to report quarterly sales to
<br />Sourcewell as described in the Contract template. For example,
<br />indicate whether your dealer network is included in your
<br />response and whether each dealer (or some other entity) will
<br />process the Sourcewell Members' purchase orders.
<br />Yes, Members have access to a diverse portfolio of financial companies that
<br />can help them secure the leasing terms that best fit their specific needs and
<br />budget requirements. CDWG offers 16 premier and preferred leasing
<br />partners, including Arrow Capital Solutions, Cisco Capital, Dell Financial
<br />Services, HP Financial Services, and VAR Technology Finance. While we
<br />always view our deep set of options as a boon to our customers, we also
<br />understand our customers and their IT departments might have better things
<br />to do than evaluate multiple leasing constructs to select the right one.
<br />CDW•G's approach to leasing and financing solutions mirrors our approach
<br />to technology solutions in this way: listen, advise, assist, and present the
<br />best options. For example: Apple Financial Services almost always makes
<br />sense for Apple products. Our account managers, as the trusted first point
<br />of contact, work with members to identify those options. This collaborative
<br />process includes the following specific steps: 1. An initial discovery
<br />session to understand member goals, requirements, and budget 2. An
<br />assessment review of members' existing environment and definition of project
<br />requirements 3. Detailed vendor evaluations, recommendations, future
<br />design, and proof of concept 4. Procurement, configuration, and
<br />deployment of the final solution Our diverse portfolio offers Sourcewell
<br />members the option to lease virtually any IT product at favorable rates and
<br />terms. These options can be available on a per -deal -basis, or in many
<br />cases, as a primary billing option. If a member has a preferred leasing
<br />company that is not currently one of our 16 partners, the account manager
<br />can work to set that partner up. For example, we have partnered with
<br />National Cooperative Leasing (NCL) by onboarding them as a leasing option
<br />for our Sourcewell members and continue to develop this partnership. We
<br />have begun the plans of putting together a Leasing Planning Meeting
<br />between NCL and the CDWG Leasing Team to build out a collective
<br />strategy for our customers asking for leasing in relation to this Sourcewell
<br />agreement. Sourcewell members will also receive a value-added resource in
<br />CDW•G's Financial Solutions Team. This is an internal team of unbiased
<br />financing experts that work in conjunction with the account manager to align
<br />payment options with the Member's financial goals. For example, we know a
<br />recent trend for our education and government customers is to adopt mobile
<br />devices for their employees and students. However, recent research suggests
<br />IT managers believe they spend too much money and time managing
<br />devices, including ones that go unused when an end user transfers out of
<br />the agency. Our team can recommend an innovative solution for these
<br />customers through device -as -a -service (DaaS). While not a traditional leasing
<br />or financing option, DaaS satisfies many of those objectives, and includes
<br />warranty support, device management, real-time monitoring, and at the end
<br />of the lifecycle the devices will be available for reuse or recycling. Less
<br />knowledgeable, specialized resources may not consider an option such as
<br />this, or —shudder —even be aware it is an option.
<br />Sourcewell's 50,000 members are a diverse bunch and should be able to
<br />procure IT in the way that suits them individually. As part of the CDW
<br />Experience, we strive to make this possible. Members can place an order
<br />through the custom premium contract page we set up unique to each
<br />Member organization; Members can place an order through their account
<br />center feature at www.cdwg.com; or, because we know IT can get a little
<br />complex at times and it may seem we have a bajillion options, Members can
<br />pick up the phone and dial their dedicated account manager, who is always
<br />happy to chat and place an order that way. There are benefits to each
<br />method. For example, in Members' premium page, they will see the contract
<br />price in real-time as it takes into account market discounts and other
<br />factors. For online ordering, we can set up a demonstration to make sure
<br />that Members are familiar with the functions and benefits of their customized
<br />system. By placing a phone call, Members can bounce their needs, wish
<br />lists, concerns, or heck, even ideas for a home improvement project off
<br />their dedicated account manager trained in CDW•G's products and services.
<br />Once the order is placed through any of the above methods, it goes
<br />through a number of quality control steps to ensure what's received is what
<br />was ordered.
<br />First, the order is reviewed for accuracy by Members' CDWG account
<br />team. Once confirmed, it is sent to our Credit Department for approval and
<br />credit -release. The member will receive immediate confirmation via email. In
<br />addition, real-time order status information is available 24 hours a day on
<br />Members' CDWG Account Center. The order status feature enables
<br />Sourcewell members to sort orders by status: open, completed, backordered,
<br />and cancelled.
<br />After the order is credit -released, it is sent to the Purchasing Department to
<br />City Council Agreemep7t er 4&ned roll -out, it comes from the IQ /2022ated
<br />inventory. Members benefit from the fact that CDWG has two strategically-
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