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HomeMy WebLinkAboutCOMPUCOM SYSTEMS, INC.-2013A -2013 -186 LARGE ACCOUNT RESELLER AGREEMENT FOR THE CITY OF SANTA ANA UNDER THE MICROSOFT ENTERPRISE AGREEMENT AND SELECT SOFTWARE LICENSING AGREEMENT _ THIS AGREEMENT, made and entered into this 3rd day of December, 2013 by and between CompuCom Systems, Inc., a Delaware corporation (hereinafter "CompuCom "), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (hereinafter "City "). RECITALS 00 q A. The City has elected to purchase Microsoft licenses and services under the r terms and conditions of the Microsoft Enterprise Agreement and Microsoft �J Select program for State and Local Governments and the Microsoft SLP Agreement for State and Local Governments. B. The City has selected CompuCom as the large account reseller to provide services for Microsoft pursuant to the Enterprise. and Select Agreements. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: I. SCOPE OF SERVICES CompuCom shall provide Large Account Reseller (LAR) services pursuant to the terms and conditions set forth by the County of Riverside, California, Microsoft Enterprise Agreement (MEA) (RIVCO- 20800 - (002 - 007) -12/ 12 master agreement, and the Microsoft Select Agreements, collectively referred to as "Master Agreements" on file with the Santa Ana Clerk of the Council. City retains the right to purchase licenses and /or services pursuant to either Microsoft Master Agreement, based upon which provides the greater benefit to the City. Said services shall be provided pursuant to the terms and conditions set forth in: • The County of Riverside, California, Microsoft Enterprise Agreement (MEA) (RIVCO -20800 -(002- 007) -12/12 master agreement which includes all elements of the County of Riverside bid response; MEA award; reseller bids and agreements including CompuCom Systems, Inc.; and MEA enrollment forms and signatures, attached hereto as Exhibit A, and incorporated by this reference • CorpuCom Systems, Inc. email, subject: Santa Ana/ CompuCom EA Renewal Price Confirmation, sent: Monday, October 28, 2013 12:12 PM, attached hereto as Exhibit B, and incorporated by this reference. This Agreement and all Exhibits attached hereto shall be construed together as one document. In the event of a conflict among the documents, the provisions of this ,tFpmiki�a`; w.t gp hti,?' Agreement shall take precedence, followed by the provision of CompuCom's Proposal and then the RFP. 2. COMPENSATION a. In the County of Riverside MEA (Exhibit A), CompuCom Systems, Inc. accepted bid to provide Microsoft licenses and maintenance services as per Table A below. b. CompuCom Systems, Inc. furthermore has provided the City with a special Existing Customer discount on top of the MEA which is identified Table A below. Table A. CompuCom Systems, Inc. Pricing Schedule c. City agrees to pay, and CompuCom agrees to accept as total payment for its (1) "added at MEA signing" and (2) "true -ups [annual]" services, at the stated percentage identified in Table A for the quantity of specific Microsoft licenses and related products purchased through CompuCom as Microsoft's LAR, as identified in Exhibit C. The total sum shall be paid in three equal annual payments, without interest. d. Should the City elect to purchase additional Microsoft licenses and/or maintenance services under this Agreement, the payment/s will be in addition to the charges incurred for the MEA signing. e. CompuCom Systems, Inc. will provide Microsoft licenses and maintenance services under the Microsoft Select program at the ,Base Pricing of Microsoft Level D -7.5 Cost plus mark up %. Base Final Pricing of Pricing of Microsoft Level D- Microsoft 7.5 Cost plus mark Level D- up% plus Existing 7.5 Cost Customer discount Microsoft Product plus mark of -1.00% at MEA Type When applicable up% signing Applications Added at MEA signing -1.50% -2.50% True -ups [annual] -0.50% -0.50% Systems Added at MEA signing -1.50% -2.50% True -ups [annual] -0.50% -0.50% Servers Added at MEA signing -1.50% -2.50% True -ups [annual] -0.50% -0.50% New Additional Added at MEA signing 1.50% -2.50% Products [non- specific] True -ups [annual] 1 -0.50% -0.50% c. City agrees to pay, and CompuCom agrees to accept as total payment for its (1) "added at MEA signing" and (2) "true -ups [annual]" services, at the stated percentage identified in Table A for the quantity of specific Microsoft licenses and related products purchased through CompuCom as Microsoft's LAR, as identified in Exhibit C. The total sum shall be paid in three equal annual payments, without interest. d. Should the City elect to purchase additional Microsoft licenses and/or maintenance services under this Agreement, the payment/s will be in addition to the charges incurred for the MEA signing. e. CompuCom Systems, Inc. will provide Microsoft licenses and maintenance services under the Microsoft Select program at the ,Base Pricing of Microsoft Level D -7.5 Cost plus mark up %. f. The total sum to be expended under this Agreement shall not exceed Five Hundred Thousand Dollars ($500,000) annually, during the three (3) year term of this Agreement. g. Payment by City shall be made within thirty (30) days following receipt of proper invoice evidencing Microsoft licenses and related services purchased, subject to City accounting procedures. h. CompuCom Systems, Inc. will invoice for products and services off of this agreement in lieu of a purchase order issued by the City. The invoice shall include the City agreement number for reference. Rill Y RIAM This Agreement shall commence on the date of City's acceptance of the Master Agreements and ending on the last day of the month three (3) years after such date, unless terminated earlier in accordance with Section 8, below. There is an option to renew this Agreement for an additional three (3) year term exercisable by the City Council.. 4. CONFIDENTIALITY If CompuCom receives from the City information which due to the nature of such information is reasonably understood to be confidential and /or proprietary, CompuCom agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and /or agent of the other party is covered by this Agreement. The foregoing obligations of non -use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of CompuCom disclosed in a publicly available source; (c) is in rightful possession of CompuCom without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by CompuCom without reference to information disclosed by the City. 5. CONFLICT OF INTEREST CLAUSE CompuCom covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any mariner with performance of services specified under this Agreement. r e� Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by telefacsimile or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M -30) P.O. Box 1988 Santa Ana, CA 92702 -1988 telefacsimile (714) 647 -6956 With courtesy copies to: Executive Director of Finance and Management Services and Information Services Manager City of Santa Ana 20 Civic Center Plaza (M -12) P.O. Box 1988 Santa Ana, California 92702 telefacsimile (714) 647 -5406 City Attorney City of Santa Ana 20 Civic Center Plaza (M -29) P.O. Box 1988 Santa Ana, California 92702 telefacsimile (714) 647 -6515 To CompuCom: CompuCom Systems, Inc. Attention: Legal Services 7171 Forest Lane Dallas, Texas 75230 telefacsimile (972) 856 -7438 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by telefacsimile, communication shall be effective or deemed to have been given twenty -four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. -4- r EXCLUSIVITY AND AMENDMENT This Agreement and the attached Exhibits set forth the entire agreement between the parties with respect to the provision of Microsoft licensing and services. Terms and conditions inconsistent with, contrary or in addition to the terms and conditions of this Agreement, shall not be added to or incorporated into this Agreement and its Exhibits, by any subsequent purchase order or otherwise, and any such attempt to add or incorporate such terms and conditions are hereby rejected. The terms and conditions of this Agreement and its Exhibits shall prevail and govern in the case of any such inconsistent or additional terms. 8. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, CompuCom shall be entitled to receive and the City shall pay CompuCom compensation for all services performed by CompuCom prior to receipt of such notice of termination. L'� 17 f.Yy� I►TI if►/ V�E�7►1 CompuCom shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. CompuCom affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 10. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 11. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herembelow has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. r - �n� f^ IN WITNESS WHEREOF, the parties have executed this Agreement as of the date of execution by both parties below. ATTEST: MARIA D. HUIZAR r Clerk of the Council APPROVED AS TO FORM: SONIA R. CARVALHO City /Attorney By: Lisa Storck Assistant City Attorney CITY OF SANTA ANA Zoe DAVID CAVAZOS City Manager COMPUCOM SYSTEMS, INC. Richard A. c onough VP & Secretary Tax ID# 38-2363156 Date: 12/11/13 -6- EXHIBIT A County of Riverside Microsoft Enterprise Agreement Award C r►u PURCHASING AND FLEET SERVICES ROBERT J. HOWDYSHELL D... I S I) Fs PURCHASING SUPPLY PRIN -M''G NOTIFICATION TO BIDDERS REQUEST FOR QUOTE (RFQ) # PUARC -1200 Microsoft Enterprise License Riverside County Purchasing and Fleet Services would like to thank you for submitting a proposal for the above mentioned RFQ. The overall most responsive and responsible vendor: Insight Public Sector, Inc. The County has recommended that Insight Public Sector, Inc., be awarded a contract which is scheduled to be submitted for approval at the County of Riverside Board of Supervisors' meeting on November 8, 2011, Agenda No. 3.27 In addition the other five vendors will be listed for statewide contracts: CompuCom, Softchoice Corp, PC Mall Gov, EnPointe Technologies, and Dell Marketing The County appreciates your interest and your company's name will remain on our vendor's list for future bid considerations. Please visit the County of Riverside Purchasing Website for future opportunities at: www.purchasing.co.riverside.ca. us Ines Mark Procurement Contract Specialist NIGP CODE: 20800, 20811 2980 WASHINGTON STREET • RIVERSIDE, CA 92504 -4647 • (951) 955 -4937 • FAX (951) 955 -4946 Exhibit K N K a U 4� m n 0 0 c p W 0 0 , o d m U M c0 o� m or L N Q m � U c rn O N h ? � o @ L U p_ o u0') o Lq, o m td N O N O N O N O O C U m U U U, D m E N N Oi D m d C C G @ o c 8E- z 3 E 0 m M a vu3 in m ma y@ � N W N @ r w LL Q C � od ac U o o c c @ > L v n m O m 2 2 a 2 0 o a o o e o e N y O m N U y D o m F a 2 E m0— u 4 @ y ada Y O C @ d @ E 5 � .3 a n o 0 0 0 o ` 0r 0 0 O m j V1 0 0 u�, c @ 1 U N L d ? 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CONTRACT County of Riverside VendorlD 0000026616 PC Mall File 55327 Los Angeles CA 90074 -5327 USA Disnatrh via Print Contract ID Page RIVCO - 20800 - 005.12/12 1 of 1 Contract Dates Currency Rate Type Rate Date 01/0112012 to 12/31/2012 USD CRRNT PO Date Description: Contract Maximum Microsoft Enterprise Agreement 0.00 Allow Multicurrency PO Computer software: 1.00 Microsoft Enterprise Agreement software licenses for Riverside County ad surrounding Government Agencies within California Pricing Agreement: Pricing Date: Pricing Quantity: Quantity Type: RFQ #PUARC -120CF 11- 1118/11 3.27 Reference Microsoft Master Agreement Number 01 E73134. All terms, conditions, and specification of RFQ #PUARC -1200 are hereby included with full force and like effect as if set forth herein. PAYMENT TERMS - For calculating due dates for payment terms, the County will use either the date that the invoice is received by the County or the date the goods/services are received, which ever Is later. In the event of contradiction, between the County's and the Seller's conditions, the County's conditions shall prevail. The County reserves the right to cancel the unexpended balance of this order at any time. Period of Performance: From January 1, 2012 through December 31, 2012. Year: 1 of 5, final year end date of December 31, 2016. =V� er 8, 2011 Ines Mark V t' Procurement Contract Specialist County of Riverside- Purchasing and Fleet Services Voice: (951) 955 -4944 Fax: (951) 955 -4946 E -mail: imark @co.riverside.ca.us Hard = Apply adjustments regardless of other adjustments Skip = Skip adjustments if any other adjustments have been applied CONTRACT County of Riverside VendorlD 0000015980 En Pointe Technologies PO Box 514429 Los Angeles CA 90051 USA Agreement software licenses for Riverside County ad surrounding Government Agencies Within California Pricing Agreement: Pricing Date: Pricing Quantity: Quantity Type: Disnatch via Print Contract ID Page IVCO- 20800 -004 -12112 1 of 1 Contract Dates Currency Rate Type Rate Date 01/01/2012 to 12/3112012 USD CRRNT PO Date Description: Contract Maximum Microsoft Enterprise Agreement 0.00 Allow Multicurreney PO 1.00 0.00- 0.00 0.00 RFQ #PUARC- 1200F11- 11/8/113.27 Reference Microsoft Master Agreement Number 01 E73134. All terms, conditions, and specification of RFQ #PUARC -1200 are hereby included with full force and like effect as if set forth herein. PAYMENT TERMS - For calculating due dates for payment terms, the County will use either the date that the invoice is received by the County or the date the goods /services are received, which ever is later. In the event of contradiction, between the County's and the Seller's conditions, the County's conditions shall prevail. The County reserves the right to cancel the unexpended balance of this order at any time. Period of Performance: From January 1, 2012 through December 31, 2012. Year: 1 of 5, final year and date of December 31, 2016. Boar apps v date: November 8, 2011 n Mark Procurement Contract Specialist County of Riverside- Purchasing and Fleet Services Voice: (951) 955 -4944 Fax: (951)955.4946 E -mail: imark &o.riverside.ca.us Final = The price is final after adjustments Hard = Apply adjustments regardless of other adjustments Skip = Skip adjustments if any other adjustments have been applied CONTRACT County of Riverside Vendor ID 0000000033 Compucom Systems Inc 7171 Forest Lane Dallas TX 75230 USA Microsoft Enterprise Agreement software licenses for Riverside County ad surrounding Government Agencies within California nicnefrh vie Prinf Contract ID Page RIVCO- 20800 -002- 2/12 1 of 1 Contract Dates Currency Rate Type Rate Date 01/01/2012 to 12/31/2012 USD CRRNT PO Date Description: Contract Maximum Microsoft Enterprise A reement 0.00 Allow Multicurrency PC co Pricing Agreement: Pricing Date: , Pricing Quantity: Quantity Type: Reference Microsoft Master Agreement Number 01 E73134. All terms, conditions, and speciflcation of RFQ #PUARC -1200 are hereby included with full force and like effect as If set forth herein. PAYMENT TERMS - For calculating due dates for payment terms, the County will use either the date that the Invoice is received by the County or the date the goods /services are received, which ever is later. In the event of contradiction, between the County's and the Seller's conditions, the County's conditions shall prevail. The County reserves the right to cancel the unexpended balance of this order at any time. Period of Performance: From January 1, 2012 through December 31, 2012. Year :1 of 5, final year end date of December 31, 2016. Be rtl �pppro�al date: November 8, 2011 1 Ines Mark r L Procurement Contract Specialist County of Riverside- Purchasing and Fleet Services Voice: (951) 955 -4944 Fax: (951) 955 -4946 E -mail: imark@co.rIvrerside.ca.us Hard = Apply adjustments regardless of other adjustments Skip = Skip adjustments If any other adjustments have been applied CONTRACT County of Riverside VendorlD 0000000033 Compucom Systems Inc . 7171 Forest Lane Dallas TX 75230 USA Disnatch via Print Contract ID Page RIVCO- 20800 - 002,12/13 1 of 1 Contract Dates - Currency Rate Type, Rate Date 11/08/2012 to 12131/2013 USD CRRNT PO Date Description: Contract Maximum Microsoft Enterprise Agreement 0.00 Allow MulticurrencyPO 0.00 Microsoft Enterprise ' Agreement software . licenses for Riverside - County ad surrounding Government Agencies within California Pricing Agreement: Pricing Date: Pricing Quantity: Quantity Type: RFQ #PUARC -1200F 11 -11 /8/ 11 3.27 Reference Microsoft Master Agreement Number 01 E73134. All terms, conditions, and specification of RFQ #PUARC -1200 are hereby Included with full force and like effect as if set forth herein. PAYMENT TERMS - For calculating due dates for payment terms, the County will use either the date that the invoice Is received by the County or the date the goods /services are received, which ever is later. In the event of contradiction, between the County's and the Seller's conditions, the County's conditions shall prevail. The County reserves the right to cancel the unexpended balance of this order at any time. License Period of Performance: From January 1, 2013 through December 31, 2013. Year: 2 of 5, final year end date of December 31, 2016. - - - Sopfd apprpval date: November 8, 2011 Ines Mark v Procurement Contract Specialist County of Riverside- Purchasing and Fleet Services Voice: (951) 955-4944 Fax: (951) 955 -4946 E-mail: Imark &e.riversid e.ca. us anal = i no price is nnai arter adjustments Hard = Apply adjustments regardless of other adjustments Skip = Skip adjustments if any other adjustments have been applied CONTRACT County of Riverside i VendorlD 0000000033 Compucom Systems Inc 7171 Forest Lane Dallas TX 75230 USA Microsoft Enterprise Agreement software licenses for Riverside County ad surrounding Government Agencies within California Pricing Agreement: Pricing Date: Pricing Quantity: Quantity Type: Disnatch via Print Contract ID Page RIVC0- 20600 - 002.12/14 1 of 1 Contract Dates Currency Rate Type Rate Date 11/01/2013 to 12/31/2014 USD CRRNT PO Date Description: Contract Maximum Microsoft Enterprise Agreement 0.00 Allow Multicurrency PO 1.00 0.00 0.00 0.00 RFQ #PUARC- 1200F11- 1118/11 3.27 Reference Microsoft Master Agreement Number 01 E73134. All terms, conditions, and specification of RFQ #PUARC -1200 are hereby included with full force and like effect as if set forth herein. PAYMENTTERMS - For calculating due dates for payment terms, the County will use either the date that the Invoice Is received by the County or the date the goods/services are received, which ever is later. _ In the event of contradiction, between the County's and the Seller's conditions, the County's conditions shall prevail. The County reserves the right to cancel the unexpended balance of this order at any time. License Period of Performance: From January 1, 2014 through December 31, 2014. Year: 3 of 5, final year end date of December 31, 2016. S, rd a �roval date: November 8;2011 Ines M&W k, \ Procurement Contract Specialist t County of Riverside- Purchasing and Fleet Services ' Voice: (951) 955 -4944 Fax: (951) 955 -4946 - l E -mail: (mark @co.riverside.ca.us , Hard =Apply adjustments regardless of other adjustments Skip = Skip adjustments if any other adjustments have been applied s CONTRACT County of Riverside VendorlD 0000005200 Dell Marketing LP PO Box 910916 Pasadena CA 91110 -0916 USA Microsoft Enterprise Agreement software licenses for Riverside County ad surrounding Government Agencies within California Pricing Agreement;. Pricing Date: - Pricing Quantity: Quantity Type: Dispatch via Print Contract ID Page RIVCO- 20800 - 003 -12/12 1 of 1 Contract Dates Currency Rate Type Rate Date 01/01/2012 to 12/31/2012 USD CRRNT PO Date Description: Contract Maximum Microsoft Enter rise A reement 0.00 Allow Multicurrency PO 1.00 0.00 0.00 0100 Reference Microsoft Master Agreement Number 01 E73134. All terms, conditions, and specification of RFQ #PUARC -1200 are hereby included with full force and like effect as If set forth herein. PAYMENT TERMS - For calculating due dates for payment terms, the County will use either the date that the Invoice is received by the County or the date the goods/services are received, which ever is later. In the event of contradiction, between the County's and the Seller's conditions, the County's conditions shall prevail. The County reserves the right to cancel the unexpended balance of this order at any time. Period of Performance: From January 1, 2012 through December 31, 2012. Year: 1 of 5, final year end date of December 31, 2016. BRa ap al date: November 8, 2011 h Ines Mark t Procurement Contract Specialist County of Riverside- Purchasing and Fleet Services Voice: (951) 955 -4944 ' Fax: (951) 955-4946 E -mail: imark@co.rivemide.ca.us Hard = Apply adjustments regardless of other adjustments Skip = Skip adjustments if any other adjustments have been applied PNPi AC`i Qaurity of'REaei Side Dis a i via,' rint ZOntra4Y ID.. Page •RIVCO.20800 -r0!)7 12112 - 1 d 3, - COMrast Dates Currency .Rate Type .Rate Dates .; 108120'11 �11 2l'1 D '„CRRNT „„POD :Descrip111 'Contract Maximum YenY3or. "ID 0000044782 Icros ftEnte g Agreement, _ _Sa00g noa.00 Insight PUbllcSector Ino 8820 South Hsri AVenUe i TemPe AZ M288 :, + .— .�:..�,-- _..•• - -- . USA MlnimUm CrrSar �� Maximl+m !:Open j� t1� e # :^tendor Item YD Item DO$ ®YV ". ,Ams „ =_„ (I,aa r 1 RI20800- OOOOH, CORE CALIDevica- CampuEer, ... saftwaref Microsoft� _. _ ,. .. ;California ( ITEM' DESCRIPTION AND, t: ITEMNSKU MUST 9E:- dn,nma nNiAk nno CONTRACT us&tywo.f:RIversIde Vend6rID 0000044732: Insltht Public Sector. Inc .652 South Harl Avenue USA Tem,p4AZ,85283: Disnatch via Ptint CORRAct —15 R I VC O-go a a Ogg -1 gi 12 Page Sot 3 Contract 111�0812011L,J6 Date$ Currency 213112 01 2,wSQ FMO,-Fypo Rate Date' RtR, , _PO !Sate, Contract Maximum 6;000.000.00' , Electronic 866kviro Volivoij, Y4 lkiipoc3bodb6 EdAWspr•compu6r softvem.'. micro . sott•- Enterprise Agreement sorMare ficense6 for Riverside CouirtV ad 8120.600400006 A'DDITiONAL t?Htlfng Agreement:' Prianq pate; Quentify,Type.' ElectronicSrJtiwera Delivery 61 R120806,00007: . Ypr E. CONTRACT County of Riverside USA Vendof'll) 0000044732 InsIthtPublic Sector Ino, 682 South Had Avenue Tempe AZSS2.83, USA . I QIgpgt9h via-Print RIVC 6o0•mi2f12 , Page 3,0f, 3' Oontmot,Daies, I CvrrenpY fj&WgjLto_j2/Aj&-QI2 USO Rato.Typo bate bete gRRN-f PO Data Description: contractmawmilm Microsoft Eqto —Devid -P .. Tlenl-GbneraWahager comi4t—tht il ublic Sactorrinm- Addms: 8820 S. Hatt Aye:. PAYME I wrTERMS- For calrairifting due taha0r;r paymoni:lorrns; the OWny Will ei mi, v sdbythat Opot d ejb ere i, in the eyent of,contradialok bbtv�ean conditions shail Lp"ll.. ritiOt to mance the une nd6d bagriceof this orderaten,ytme. , , " - s Ve . Sig& CAStbi 'rillp, —Devid -P .. Tlenl-GbneraWahager comi4t—tht il ublic Sactorrinm- Addms: 8820 S. Hatt Aye:. Voice: • 800467446x3071 Frf)�, 80- 760.9488 I I CONTRACT County of Riverside VendorlD 0000044719 Softchoice Corporation 314 W. Superior, Suite 402 Chicago IL 60654 USA Microsoft Enterprise Agreement software licenses for Riverside County ad surrounding Government Agencies within Californla Pricing Agreement: Pricing Date: Pdcing Quantity: Quantity Type: Reference Microsoft Master Agreement Number 01 E73134. rlienafeh aria Prin+ Contract ID T Page RIVCO- 20800- 006 -12/12 1 of Contract Dates Currency Rate Type _1 Rate Date 0 1101 /2 01 2 to 12/31/2012 USD CRRNT PO Date Description: Contract Maximum Microsoft Enter rise A mement 0.00 Allow Multicurrency PO 1.00 0.00 0.00 0.00 All terms, conditions, and specification of RFQ #PUARC -1200 are hereby included with full force and like effect as if set forth herein. PAYMENT TERMS - For calculating due dates for payment terms, the County will use either the date that the Invoice is received by the County or the date the goods /services are received, which ever is later. In the event of contradiction, between the County's and the Seller's conditions, the County's conditions shall prevail. The County reserves the right to cancel the unexpended balance of this order at any time. Period of Performance: From January 1, 2012 through December 31, 2012 Year: 1 of 5, final year end date of December 31, 2016. BdaOd aljf$Fioval date: November 8, 2011 Ines Mark Procurement Contract Specialist County of Riverside- Purchasing and Fleet Services Voice: (951) 955 -4944 Fax: (951) 955 -4946 E -mail: imark @cosiverside.ca.us Hard= i ne Apply ad is adjustments aver aardless f r+u � u� Hard =Apply adjustments regardless of other adjustments j Skip =Skip adjustments if any other adjustments have been applied I County of Riverside Purchasing & Fleet Services Request for Quote # PUARC -1200 Closin¢ Date: 10/11/20100:30 P.M. REQUEST FOR QUOTE # PUARC -1200 Microsoft Enterprise License JJ o f R )' CO1J NTy O I �r� <!!�r 9, 1 S By: Ines Mark Riverside County Purchasing & Fleet Services 2980 Washington Street Riverside, CA 92504 -4647 Telephone: (951) 955-4937 Email: imark @co.riverside.ca.us NIGP Code(s):20800, 20811 Form # 116 -101 RFQ Public Purchase Revision 04/12/11 Attachment 3 County of Riverside Request for Quote # PUARC -1200 Purchasing & Fleet Services Closing Date: 10/11/2011 @1:30 P.M. INSTRUCTIONS TO BIDDERS I. Vendor Registration — Unless stated elsewhere in this document, vendor must register online at www.Purchasing.eo.riversidecaus and htto:/ /http: / /www.L)ublicourchase.com/ /with all current Vendor information, to be registered on the County's database. II. For all RFQ's Riverside County's Purchasing website will post a letter of notification on its website, and will provide a direct link to PublicPurchase.com. III. Format - Use the electronic format provided by PublicPurehase.eom. If submitting more than one bid, separate the bid documents. IV. Prieioa/Deliverv/Terms/Tax - All pricing shall be quoted F.O.B, destination, (e.g., cash terms less than 20 days should be considered net) excluding applicable tax, which is a separate line item. The County reserves the right to designate method of freight. The County pays California Sales Tax and is exempt from Federal excise tax. In the event of an extension error, the unit price shall prevail. V. Other Terms and Conditions - The terms and conditions as indicated in this document and /or attached are hereby included with full force and like effect as if set forth herein. Copies of the applicable Terms and Conditions may be obtained by contacting Riverside County Purchasing at the number shown above and requesting a copy be faxed or mailed to you. VI. Period of Firm Pricing - Unless stated otherwise elsewhere in this document, prices shall be firm for 90 days after the closing date, and prior to an award being made. VII. Specification /Changes - Wherever brand names are used, the words "or equal' shall be considered to appear and be a part of the specification, If you are quoting another make or model, cross out our nomenclature and insert yours. If no make or model is stipulated, insert yours. Attach applicable specifications and/or brochures, Variations in manufacturers, design, etc, may be acceptable, bidders are encouraged to offer them as alternatives; however, the County reserves the right to reject those alternatives as non- responsive. VIII. Recycled Material - Wherever possible, the County of Riverside is looking for items made 'from, or containing in part, recycled material. Bidders are encouraged to bid items containing recycled material as an alternative for the items specified; however, the County reserves the right to reject those alternatives as non- responsive. IX. Method of Award - The County reserves the right to reject any or all offers, to waive any discrepancy or technicality and to split or make the award in any manner determined by the County to be most advantageous to the County. The County recognizes that prices are only one of several criteria to be used in judging an offer and the County is not legally bound to accept the lowest offer. X. Return of Bid /Closing Date/Return to - The bid response shall be submitted electronically to PublicPumhase.com by 1:30 p.m. on the closing date listed above. Bid responses not received by County Purchasing by the closing date and time indicated above will not be accepted. The County will not be responsible for and will not except late bids due to slow interact connection, or incomplete transmissions. XI Local Preference - The County of Riverside has adopted a local preference program for those bidders located within the County of Riverside. A five percent (5 %) price preference may be applied to the total bid price during evaluation of the bid responses, To qualify as a local business, the business must have fxed offices within the geographical boundaries of Riverside County and must credit all sales taxes paid resulting from this RFQ to that Riverside County location. or XIL Disabled Veteran Business Enterprise Preference - The County of Riverside has implemented a Disabled Veteran Owned Business preference policy. A three percent (3 %) preference shall be applied to the total bid price of all quotes /bids /proposals received by the County from certified disabled veterans owned businesses. If the bid is submitted by a non- Disabled Veteran owned business, but lists subcontractors that are identified and qualified as Disabled Owned Business, the total bid price will be adjusted by 3% of the value of that subcontractor's portion of the bid IF CHECKED, THE FOLLOWING DOCUMENTS HEREBY MADE PART OF THIS RFQ X APPENDIX "A" —PLANS/DRAWINGS —SAMPLES X EXHIBITS (A) X ATTACHMENT (Product List) 4116 -110 Special Conditions /Response _#116 -130 Equipment Information Sheet X 4116 -260 Local Business Qualification Affidavit #116 -310 Boilerplate, Contract IF CHECKED, THE FOLLOWING GENERAL CONDITIONS ARE INCLUDED WITH FULL FORCE AND LIKE EFFECT AS IF SET FORTH HEREIN X #116 -200 General Conditions X #116 -210 General Conditions Materials and /or Services _4116 -230 General Conditions - Equipment _ #116 -220 General Conditions - Public Works 9116 -240 General Conditions - Personal /Professional Service To access any of these General Conditions go to www .nurchasing.co.riverside.ea.us, located in Vendor Registration /Bidding Opportunities. If an addendum is issued for this procurement, it will be the vendor's responsibility to retrieve all applicable addendum(s) from the Public Purchase website. Form 9 116 -101 RFQ Public Purchase Revision 04/12/11 County of Riverside Request for Quote # PUARC -1200 Purchasing & Fleet Services Closing Date: 101llI2011(u,,1 :30 P.M. APPENDIX A 1.0 INFORMATION 1.1 LIQUIDATED DAMAGES - It is agreed by the parties that. time is of the essence, and in the event complete delivery is not made within the schedule set by the County, and pursuant to the bid specifications, damage will be sustained by the County, it will be impractical, and extremely difficult to ascertain, and determine the actual damage sustained. Therefore, it is agreed that the successful bidder shall pay to the County of Riverside, as fixed and liquidated damages, and not as penalty, a dollar sum in the amount of $ per calendar day for each and every calendar day that a delay in making delivery in excess of the time or times specified. It is further agreed that in the event such damages are sustained by the County, the County shall deduct the amount from any payment due or that may become due to the vendor under the contract. 1.2 "Electronic submission hereof is certification that the Bidder has read and understands the terms and conditions hereof, and that the Bidder's principal is fully bound and committed." All County terms and conditions are found at www .RurchasinQ.co.riverside.ca.us. Bidders must acknowledge the applicable terms and conditions that are checked at the bottom of page 2 of this document. 1.3 CASII DISCOUNT _% from receipt of good or invoice, whichever is later. (terms less than 20 days will be considered net) Cash discount shall be applied to grand total. 1.4 Delivery: calendar days after receipt of order. 1.5 Please Check: Disabled Veteran Local Business — if checked, the above signer certifies that the above business is located within the geographical boundaries of Riverside County and that all sales taxes generated based on this RFQ will be credited to that location in Riverside County. If claiming Local Preference please submit form 116 -260. 1.6 If Bidder experiences technical issue with the online bidding process, Bidder must contact the Procurement Contract Specialist (PCS) for further bid submission instructions. Bidder must contact the appropriate PCS a minimum of I hour prior to bid close time of 1:30 PM. 112.0 DEFINITIONS 11 A. Wherever these words occur in B. "RFQ " shall mean Request for Quote. meaning: C. "Addendum" shall mean an amendment or modification to the RFQ (Request for Quote), D. "Bid" shall mean the proposal submitted by a Bidder on the Bid Form consistent with the Instructions to Bidders, to complete the Work for a specified sum of money and within a specified period of time. E. "Bidder" shall mean an individual, firm, partnership, or corporation that submits a qualified Bid for the Work, either directly or through a duly authorized representative. F. "Contractor" shall mean any employee, agent, or representative of the contract company used in conjunction with the performance of the contract. For the purposes of this RFQ, Contractor and Bidder are used interchangeably. Form # 116 -101 RFQ Public Purchase Revision 04;12 11 u, County of Riverside Request for Quote 4 PUARC-1200 Purchasing & Fleet Services Closing Date: 1011112011 as l:30 P.M. G. "COUNTY" shall mean the County of Riverside and its agencies. H. "CCISDA" shall mean the California County Information Services Directors Association 1. "MISAC" shall mean the Municipal Information Systems Association J. "LAW" shall mean the Large Account Resellers K. "EA" shall mean Enterprise Agreement L. "Qualified Device" shall mean any personal desktop computer, portal computer, workstation, or similar device that is used by of for the benefit of Enrolled Affiliate's Enterprise. It does not include: (1) any computer that is designated as a server and not used as a personal computer, (2) any Industry Device, (3) any device running an embedded operating system (e.g., Windows Phone 7) that does not access a virtual desktop infrastructure, or (4) any device that is not managed and/or controlled either directly or indirectly by Enrolled Affiliate's Enterprise. Enrolled Affiliate may include as a Qualified Device any device which would be excluded above (e.g., Industry Device). M. "MDOP" shall mean Microsoft Desktop Optimization Platform N. "MSDN" shall mean Microsoft Developer Network 3.1 Purpose, a) The County of Riverside is soliciting bids for a consortia approach to collectively enter into a Microsoft Enterprise Agreement and Select program in order to utilize the desktop volumes to achieve the best possible price as detailed in this 11,FQ. Microsoft has demonstrated flexibility in dealing with CCISDAIMISAC to accommodate government issues and concerns to offer a customized Enterprise Agreement that will work for all government agencies within the state of California, b) The purpose of this RFQ is to seek, both renewal pricing for those under the current Microsoft Agreement from any authorized I,AR within the State of California phis allow new enrollments to take place based on combined volumes of those staying with the old agreement, those renewing in this new contract, and those joining into the new contract for the first time. c) The intent of this RFQ is to award to no more than five (5) Microsoft authorized and responsible Large Account Resellers (LAR) in the State of California that meets the terms and conditions of this RFQ. The LAR(s) will serve as the administrator of this agreement and will collect all dollars directly from those jurisdictions enrolled under this awarded contract. 3.2 Background a) Since June 19, 2001, The California County Information Services Directors Association (CCISDA) and the Municipal Information Systems Association (MISAC) of California have been partic'i'pating in a state -wide Microsoft Enterprise Agreement (EA) and Select program. The County of Riverside will continue to administer this award, to include participation from CCISDA and MISAC. Form # 116 -101 RFQ Public Pruchase Revision 04/12/11 4 � County of Riverside Purchasing & Fleet Services Request for Quote # PUARC -1200 Closing Date: 10/11/201140:30 P.M. b) The California County Information Services Directors Association (CCISDA) is the official organization of the county information technology directors in the state of California. They represent the 58 California counties in the area of information technology and county government. c) The Municipal Information Systems Association (MISAC) of California is a statewide organization of approximately 150 member agencies. They represent the 475 Cities and Special Districts in the state of California in the area of information technology and county government. d) Current participation in this successful contract has surpassed 488,000 desktops and over, 460 separate enrollments to this Microsoft Enterprise Agreement. The current Large Account Resellers (LAR) have worked with each of these entities to explain the Microsoft Enterprise Agreement, helped them make decisions about their licensing needs, provided enrollment assistance, and coached them during annual EA requirements including true -rips and annual payments. The awarded LAR(s) will be required to deliver this same level of service, as well as provide continuing education to enrollees on other services and benefits provided to participants in the EA. e) The LAR(s) must allow CCISDA /MISAC members with the opportunity to continue to enroll in the Enterprise Agreement after the open enroll period at a highly discounted price based on cumulative volumes of desktops enrolled under the new and existing contracts. f) In addition, many government entities could not purchase from a sole LAR due to local preference purchasing requirements. The intent of this RRQ is to award to multiple Large Account Resellers (LARs) under a single agreement and to get credit for volumes under the existing contract and for those that want to change to the renewal contract or for those governments enrolling for the first time. g) Many counties do not upgrade their software on their desktops on an annual basis and most do so every two to three years. As a result, most may not benefit from Software Assurance under the Select Program nor can justify an Enterprise Agreement. Therefore, to make an Enterprise Agreement a tool for government, it must be cost effective, ease licensing management, and encourage government to stay current with new software versions to take advantage of the latest technological improvements that could benefit employee productivity. An additional benefit can be realized through other offerings made available to EA participants. When such offerings are introduced, it is imperative that the LAR. make the offering known to the agency in order for them to obtain the most out of their EA investment. L4.0 PRODUCT LINE 4.1 Enterprise Agreement Program Products The products offered under the Enterprise Agreement (EA) may be purchased individually or in total as follows: 4.2 :Enterprise Products a) The Enterprise Agreement offers California County Governments access to the most recent releases of the Desktop Professional Platform 'products. The Enterprise Agreement Desktop Platform products are: i. Microsoft Windows 7 Enterprise Edition with MDOP ii. Microsoft Office Professional Plus 2010 iii. Microsoft Core Client Access License Suite or Enterprise Client Access License Suite Form # 116 -101 RFQ Public Purchase Revision 04/12111 5 County of Riverside Request for Quote # PUARC -1200 Purchasing & Fleet Services Closing Date: 10/11/201101:30 P,K b) Government entities who enroll in the Professional or Enterprise Platform (the Windows 7 Enterprise Edition operating system upgrade, Office Professional Plus 2010, and Core CAL Suite or Enterprise CAL Suite) receive a platform discount on top of their already discounted enterprise software product. c) Govermment entities not adding products at signing may still add additional products to their enrollment at any time with License & Software Assurance (pro -rated annually for the remaining term of their enrollment). d) For :full product listing see excel attachment "PUARC -1200 Product listing." 4.3 Additional Products and Seiroices a) Nearly all other available Microsoft software titles are obtainable as additional products. They provide the same License & Software Assurance coverage as enterprise products, but do not require an enterprise -wide commitment. For products licensed at signing, payments can be spread throughout enrollment years in the same way that enterprise product payments are annualized. Also, additional products at signing will have corresponding pricing for the use of the True Up ordering process, enabling an annual consolidation of ordering. Government entities not adding products at signing may still add additional products to their enrollment at any time with License & Software Assurance (pro- rated for the remaining tern of their enrollment). b) Premier Services are available through the Riverside Master Agreement for as long as it is offered as products under the Microsoft Enterprise Agreement. c) Examples of software products available as additional products include Office Visio, Microsoft Project, Windows servers, Exchange servers, Microsoft Office SharePoint Servers, SQL Servers, Visual Studio Team Edition (w/ MSDN), MapPoint Web Service, and many others. d) A complete list of additional products is available on the Microsoft Product List at: httn:,`/ wivv. microsoftvolumelicensing ,comluseriehts /PL.aMx e) To learn more about Product Use Rights, visit: hil)://www.microsoftvolwneliceiisiiig,com/userights/PUR.aspx 4.5 Customized Components: a) The awarded Large Account Reseller(s) as part of the contract must be willing to accept the administration of the contract. California government entities will enroll by Agency (understanding that all desktops in a department must be committed unless the desktop has an asset tag where it has been paid and owned by another government jurisdiction). b) Commitment for each government entity is at least 25 desktops in the entire organization. Organizations under 25 qualified workstations are required to combine enrollments with other local government entities for a total of at least 25 qualified workstations s to qualify. The government entity who handles the enrollment for multiple jurisdictions will also be responsible for distributing license confirmations. C) The LAR's are required to provide annual reports of qualified workstation counts by enrollment and ask for desktop true -ups for net additional desktops added during each contract year. The customer is expected to true up additional products added to during past year. Quarterly reports of licenses purchased under the Select agreement (provided by this contract) must also be provided including product and version number. It is preferred that this capability be provided though the Internet. Form 4 116 -101 RFQ Public Purchase Revision 04 /12/11 County of Riverside Purchasing & Fleet Services Request for Quote 4 PUARC -1200 Closing Date: 1011112011(&1:30 P.M. d) All products covered under the EA automatically include Software Assurance for either the full thirty- six (36) or sixty (60) month contract period options. During the contract period, participating government entities will be entitled to all version upgrades at no additional charge. And on termination of the contract, participating organizations will own the most current version of covered products as of the contract termination date, whether the version is installed or not. e) During the EA each participant will be required (but not limited) to count total qualified workstations in their organization which will be reported to the LAR. Other counts such as True -Up of additional products and additional of'not- at- signing` products may be required. f) The Enterprise Agreement term is sixty (60) calendar months from the date of acceptance, or an optional thirty -six (36) months if requested. Enrollment for this program will be open until the expiration of the Master Agreement. While the number of net desktops in each organization may increase annually, there could be certain economic issues (such as discontinuing a government service due to funding) or political shifts (such as County Courts becoming a State Agency or a government entity filing for bankruptcy) that could impact desktop counts. Microsoft will deal with decreases in qualified workstation counts on an individual basis without penalty to other enrollments. EA participants that terminate for cause, will own licenses equal to the portion of the total contract period for which they participated. Participants terminating prior to year 2 shall own licenses for 1,13 of the total desktops enrolled. Participants terminating prior to year 3 shall own licenses for 213 of the total desktops enrolled. The licenses shall be for the current version of the products at the time of termination. If any one County /Department terminates the enterprise agreement, it shall have no bearing or impact on the others enrolled. g) EA enrollees receive perpetual license to the most current version of the software covered under this agreement upon initial payment. By participating under the EA, enrollees immediately become current and stay current. Net new desktops added during the contract period immediately have the right to install the most current versions of the products covered under the EA and the "hue -up" payment must be made at the beginning of the next contract year. h) All new software covered and purchased under the EA is to be delivered to the COUNTY electronically, unless explicit instructions are communicated that delivery method would be otherwise. 5.0 TIMELINE 1. RELEASE OF TION 2. DEADLINE FOR SUBMISSION OF QUESTIONS Bidders must submit their questions online at PubliePurchase.com. All questions submitted are within the correct RFO located on PublicPurchase.com. 3. DEADLINE FOR QUOTATION SUBMITTAL Bid results are hosted on PubhePurchase.com 4. TENTATIVE DATE FOR AWARDING CONTRACT Form'# 116 -101 RFO Public Purchase Revision 04;'12/11 September 20, 2011 Must be submitted by: Date: October 3, 2011. Time: 1:30 PM October 11, 2011 at 1:30 PM'. 5 -90 days, contingent upon lowest bidder meeting all of the bid snecifications. County of Riverside Request for Quote # PUARC -1200 Purchasing & Fleet Services Closing Date: 10/11f2011(gr)1:30 P.M. 6.0 PERIOD OF PERFORMANCE The period of performance shall be for 5 year(s), with each year renewable in one -year increments, with the completion date of 12/31/17, with no obligation by the County of Riverside to purchase any specified amount of services. 7.0 GENERAL REQUIREMENTS Procedures for Submitting Quotations All quotations must be submitted in accordance with the standards and specifications contained within this Request for Quote (RFQ). The County reserves the right to waive,, at its discretion, any irregularity, which the County deems reasonably correctable or otherwise not warranting rejection of the quotation. The County shall not pay any costs incurred or associated in the preparation of this or any quotation or for participation in the procurement process. Quotes must be specific unto themselves. For example, "See Enclosed Manual" will not be considered an acceptable quotation. Receipt of all addenda, if any, must be acknowledged in the quotation. Late quotations will not be accepted. Postmarks will not be accepted in lieu of this requirement. Quotations submitted to any other County office will be rejected. 8.0 METHOD OF AWARD on relevant factors, including but not limited to the a. Lowest overall purchase price b. Adherence to specifications as detailed in this RFQ (PUARC -1200) c. Prompt payment discounts on 30 days or less d. Warranties c. All associated delivery costs f. Delivery date g. Product acceptability h. Service /Customer Support 9.0 EVALUATION PROCESS All quotations will be given thorough review. All contacts during the review selection phase will be only through the Purchasing Department. Attempts by the Bidder to contact any other County representative may result in disqualification of the Bidder. The County recognizes that prices are only one of several criteria to be used in judging an offer, and the County is not legally bound to accept the lowest offer. Form # 116 -101 RFQ Public Purchase Revision 01 112/11 8 County of Riverside Request for Quote # PUARC -1200 Purchasing R Fleet Services Closing Date: 1011112011(&71:30 P.M. 10.0 INTERPRETATION OF RFQ The Contractor must make careful examination and understand all of the requirements, specifications, and conditions stated in the RFQ. If any Contractor planning to submit a quote finds discrepancies in or omissions from the RFQ, or is in doubt as to the meaning, a written request for interpretation or correction must be given to the County. Any changes to the RFQ will be made only by written addendum and may be posted on the Purchasing website at wvv v.purchasing.co,riverside.ca.us and PublicPurchase.com. The County is not responsible for any other explanations or interpretations. If any provision in this agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions will nevertheless continue in full force without being impaired or invalidated in any way. All notices regarding this procurement may be posted on the County's purchasing website at www .purchasing.co.riverside.ca.us and PublicPurchase.com. 11.0 CANCELLATION OF PROCUREMENT PROCESS The County may cancel the procurement process at any time. All quotations become the property of the County. All information submitted in the quotation becomes "public record" as defined by the State of California upon completion of the procurement process. I£ any proprietary information is contained in or attached to the quote, it must be clearly identified by the Bidder; otherwise, the Bidder agrees that all documents provided may be released to the public after bid award The Comity reserves the right to withdraw the Request for Quote ('RFQ), to reject a specific quote for noncompliance within the RFQ provisions, or not award a bid at any time because of unforeseen circumstances or if it is determined to be in the best interest of the County. 12.0 COMPENSATION 12.1 The; County shall pay the awarded bidder for equipment and services performed, after the equipment are installed and tested to the satisfaction of the County. Expenses incrured and compensation shall be paid in accordance with an invoice submitted to County by awarded bidder. The County= shall pay the acceptable invoice within thirty -(30) working days from the date of receipt of the invoice, or the goods /seiviees are received, whichever is Later. 12.2 No price increases will be permitted during the first year of the award. All price decreases (for example, if CONTRACTOR offers lower prices to another governmental entity) will automatically be extended to the County. The Coinrty requires written proof of cost increases prior to any approved price adjustment. After the first year of the award, a minimum of 30 -days advance written notice is required for consideration and approval by County. No retroactive price adjustments will be considered. The net dollar amount of profit will remain firm during the period of the Agreement. Annual increases shall not exceed the Consumer Price Index- All Consumers, All Items - Greater Los Angeles, Riverside, and Orange County areas (Microsoft Enterprise License Agreement) and be subject to satisfactory performance review by the County and approved (if needed) for budget funding by the Board of Supervisors. 113.0 USE BY OTHER POLITICAL ENTITIES 11 The CONTRACTOR agrees to extend the same pricing, terms, and conditions as stated in this Agreement to every political entity, special district, and related non -profit entity in Riverside County. It is understood that other entities shall make purchases in their own name, make direct payment, and be liable directly to the CONTRACTOR; and County shall in no way be responsible to CONTRACTOR for other entities' purchases., Form # 116-101 RFQ Public Purchase Revision 04/12/11 County of Riverside Request for Quote # PUARC -1200 Purchasing & Fleet Services Closing Date: 10/11/2011 @1:30 P.M. Exhibit A Software Assurance Benefits: The Enterprise Agreement includes Software Assurance, Microsoft's enhanced maintenance program that helps customers get the most out of their software investments. Access to valuable benefits such as training, deployment planning, software upgrades, and product support can help increase the productivity of the entire organization. Awarded LAR(s) will continue to educate and assist participants on what these benefits are and how participants can take full advantage of them. Here are details on Software Assurance benefits throughout each phase of software management. Stage Benefit Description With Software Assurance, you receive new versions of licensed software released during the term of your New Version agreement to deploy at your own pace as they Rights become available. You can reduce the costs Planning; associated with acquiring new version releases and Stage immediately take advantage of the latest technology. You can make payments annually, instead of making Spread one up -front payment. This helps you to reduce initial Payments costs and forecast annual software budget requirements up to three years in advance. � Ti�esone` tohreedaypaitne `rmana�edworl�sho�s h,I� ITaiils lea]a byv'desltop appltcaiohs �act�aged# 'ti�suppotdepl�gyme,nt assist 16y'! and mfirastrtac #Cite,# a Iikmp�rPl6ht<pnon�z�tion learrtthow implertient >high valueprlects in th "e IT= #Iriformafi „on „tit i �1/ojkolGlor� rtS�lrotllnient tomalntam o`r accelerate protfu "cavity > tto n 5' x brTcsl�ops include tniform WorkBuiness�Vlue ss Deployment rervles ,` }x � '�, sDisco�ei`y,�erid l'nforrnafion Wq'rl�',4rchlt�btural Design �� s _ , v Tftls todf based on the llVlmddWSerue1O03 Mlor�psoft x � o��ra,�ing system and the Windows 3CP Professional Windovus Pre o "eatrng sisterti that allows TtstafFfo bind cstorn t , i seta fion , n (FO �solotipns that speed up #deployment fl�rough -� # 4 i 3 p � 'S. #L' # Enumonrrient b'C i £S 3 i f '' F N J J •"a. J-0 ! aiatoYtlation sorthey`sf5e�ltl less time anti efto'rf t <� �(W�nPE� � kE;e"p �9 desktopsupdated WmRE canhrun UVlhdo4us , , , You will receive training vouchers for training on select.courses from Microsoft Certified Partners for Learning Solutions (CPLS), the premier authorized, training channel for delivering learning products and Training Using Stage services on Microsoft technology. Taking training Vouchers from Microsoft CPLSs helps you prepare for deployment, enable smoother migration, and stay up- to-date with the latest Microsoft technologies, giving you the competitive advantage you need. Form # 116 -101 RFO Public Purchase Revision 04/12/11 County of Riverside Request for Quote # PUARC -1200 Purchasing & Fleet Services Closing Date: 10/11/2011 @1:30 P.M. Exhibit A Cont' Software Assurance Benefits: Form # 116 -101 RFQ Public Purchase Revision 04/12/11 11 LI Microsoft's` eLearning provides your employees access to individual, on- demand Microsoft software el-earning Courses. eLearning can be delivered online or offline ` Courses and includes simulations, hands -on exercises, and learning assessments. The Home Use Program increases employee productivity and maximizes the value of your Home Use Microsoft Office investment because with it, your Program employees can use Office desktop programs for work or personal needs. The Windows 7 Enterprise Edition is optimized for large organizations and includes features such as Microsoft data protection that safeguard lost or stolen PCs, Windows 7 application compatibility, and the ability to deploy a Enterprise < single image in multiple locations around the world Edition (per availability of Windows Vista), helping you to lower your deployment and management costs. Migrate legacy applications during an operating system upgrade in a safe, protected way. Microsoft Virtual PC Express supports single 'instance :of a Microsoft virtual operating system (in comparison, Virtual PC Virtual PC 2004 supports multiple instances). Virtual PC Express Express will be made available to our Software Assurance' customers in early 2006, ahead of the Windows Vista Enterprise Edition. 'U With Software Assurance you can be Gorttinuously w " a . w S , r connected with' M[crsoft for your support needs You. 4 X 7 can select the Ylght level of help when need It �lamtena�nce Probler>ti you with Iusinessrltic�l hours a days days a week Stage Re',olutbn for Mlcros¢ft serveY;pro�iucts, Sri" 9rt pp= phi�ne support ail Windows, end the�Q07 Microsoft Office system in fo:ianlirtiitedWieb :addlfion su'" Form # 116 -101 RFQ Public Purchase Revision 04/12/11 11 LI County of Riverside Request for Quote # PUARC -1200 Purchasing & Fleet Services Closing Date: 10/11/2011 @1:30 P.M. Exhibit A Cont' Software Assurance Benefits: 3' _ „, 3, � „ Sup >p�� � � X Yy " borriplement�your bu irness Critical 24 hours a rda� 7. dais a week phone support with unlim ited Web �a support =during business houFs, �rtd�declde�which ,leue`I�of support is best for the issue Thrshel�s yro� z . �er,�our total cost:pf support�and ownership: ' `" t rough ttrlpe and �i�re� you�a cfiofcefdr H,gw a use { ourdrrXect connection toy Mlctosoft x ; ,, A ITtprofessii nat hav&arbb §'0, to fechNet`Plus' : ,, ri vz � � ` `_ � � � :� �� �. g su6�cn�tion medra�'Featurmg resources °�uch�s M CrosaftKnoVVledge Basp, software updates °technrcal �^ t utilities, tra�mng and,hbw tosrticleohelp � 10y "O,' hav access to a drtio�nat X �` y echNet Plus ' lr 3 a: TechNet PIAs b6neftts jnclu img e�ialuation Su�scnption premium > softwarenthou#ime Ism to re release ve signs of ! n f with Two � r, � � , r , �lrosoftptoduts; twortechrnal Support incdenti Support eryear and TechNet PIu Subsenber Onime ' zGala/Year, S�ku�c ®& 1T professionals ca,n also access TechNet �5 Manage than ' elated f�euysgrgUps with trtore rf 00 1T < �h tiews�r where they can,lsost teohrncal questions Tg „oups� 1 snd ark guaranteed responses byxthehextbusiness x h E of k x h- nr h z �., t ' � ' ` "C"gldsr' � � CL` �to�nerswiihSoft�areAssur�ncefior `,Micrdsoft� a >ckUps for T se'rWer'oktw�re' as well a rlated�lieniACCesa r, - � Ci z ysys w 4 �.+ 1 i9r �k T y Al �h busker �r�r ,r Lice{n�es, �i'e eligible for`�orpp�imentary� cold a � dasasYer;re�catr � c n a or "p Error fiegort�ng �(� lead � "'. '. an� ea�yw�y to�monitoh ands review error � � Carpor�te�� =� h i19fo[�nati+�n� �Err`or�" so�youcan ;rorttfolydeptoym�rtt�o`�fl� sand : f�` ` resolutrorls It prouid�es the alaility fgr applications and, � Re`porting � � the Cperatrn� systerti tq collect and rejiort on =crashes ¢_ y { Enter into Extended YHotfixSupport Account (EHSA) as hotfix issues arise. Annual fees and required sign - Extended Life- up periods associated with EHSA are waived for Transition cycle Hotfix Software Assurance customers, increasing peace of Support mind and reducing support costs. A Premier of Essential Support agreement is a pre- requisite for . eligibility. For more information about Software Assurance benefits, please visit: hqp://www.microsoft.com/licensing/12rograins/sa Form # 116 -101 RFQ Public Purchase Revision 04 /12/11 12 County of Riverside Request for Quote # PUARC -1200 Purchasing & Fleet Services Closing Date: 1011112011(g,1:30 P.M. Local Business Qualification Affidavit The County of Riverside Local Business Preference may be applied to this Request for Proposal /Quotation. If you qualify for this preference, please submit this form along with your response to this RFP /Q. Definition of Local Business A local business shall mean a business or firm with fixed offices located within the geographical boundaries of Riverside County, and authorized to perform business within the County. in doing so, credit all sales tax from sales generated within Riverside County to the County, and who provide product or perform contracted work using employees, of whom the majority are physically located in said local offices. Local businesses" shall have a Riverside County business street address. Post office box numbers, residential addresses, or un- staffed sales offices shall not suffice to establish status as a 'local business." To qualify as a 'local business" the location must be open and staffed during normal business hours and the business must establish proof that it has been located and doing business in Riverside County for at least (6) six months preceding its certification to the County as a local business. Additional supporting documentation that may be requested by the County to verify qualification includes; 1. A copy of their current BOE 531 -A and/or BIDE 530 -C form (State, Local & District Sales, and Use Tax Return Form). This is what businesses submit to the State Board of Equalization when paying the sales tax to the State of California indicating the amount of the payment to be credited to each jurisdiction (i.e, Counties, Cities). 2. A current business license if required for the political jurisdiction the business is located. 3. Proof of the current business address. The local business needs to be operating from a functional office that is staffed with the company's employees during normal business hours. Business Name: Physical Address: Phone: Length of time at this location: If less than 6 month, list previous Riverside County location: Business License # (where applicable): Hours of Operation: FAX: E -Mail: Number of Company Employees at this address: Primary function of this location (i.e., sales, distribution, production, corporate, etc): Signauare of Company Official Print Name, Title Date Submittal of false data will result in disqualification of local preference and /or doing business with the Riverside County. Form # 116 -260 Rev 8104 Form # 116 -1.01 RFQ Public Purchase Revision 0411.2/11 In 5 Attachment'14' �Rto�r' ainSig�n�oini (t�SSigijjNk)lEhtGl,(aG20;f.A)' � � � �P�,ge,'2jof,�. TV M3 I A INN, f§ A�e us;dr, UC 110'r bat are ::re' \'+ \ t l� . 0 . 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'�, Amey' tasectFan', I��sr; Jis�` dd�d' Ya�a�sagrz`rt�i±4k-a�.fdll¢vus; " ^ IaR ,, d �r' . ru` g' pren; s' a. d? tcae�t�# nge•i 7r�ttri' a; uarePOOnk' on�7zroeattdk.}r'•J"ntmela�"esr� a Fyn tderr� ails a ctaa stot gel #Jie �y/7fi'0�ccnssadkp usto{ajl lusecsah rackpc7iart} i a scsi✓; C, C7v,' er„ y+ kdel at'r; }e}srybnl}('f!F'thelcbn€rnaFi}al ttirr %d`S�aYa�s'�ti+aiirb�!`ihn�ilr' °' 7`::, sl ti+;LFUrf�acFafetd`'tKf#Tr eYat{(tr?sa�vvdeh}+t"ied�i ... x 51 Yb1^ '.d,1�F14ya¢te,�Fj�T�` a Nt�tAsSdmatsi�nA 'tl'hd�dr4S�'ti�fJQ kuk' dr I � �I n.t 17 Il�sr 161 I a � IC ski 1 I IIFI� SI fl r l,fi yL't' a n I I�l at �r��aA ^� lab ,rr lif Ri'4 t!'Fe nu pF 11 Ali � Iri 1L n r a - ' Sao. 'W ' f j4" r v 711it; r ,Y r I Pli" riyrA�. LI ��'�•`` ., 73 � '::yl A f'rt r �} F { $ g b r , nl ' I'�,r��l rli,+ hi I 4 a'' Li a: I'I •'M'glgm@ nit,( }(ENG,J(tYit290Ej; .(,fame QFHmeriamen{ i fib'' a° �t 0 U m a� o, m ryc � tT N C C O O 11410 E u 8 U o• � a RECOMMENDED MOTION: That the Board of Supervisors: 1. Authorize County departments to enroll in the statewide renewal of Microsoft Enterprise Agreement (EA), which runs for up to five (5) years, and; 2. Authorize the Purchasing Agent, in accordance with Ordinance No. 459.4, to enter in the Master Enterprise Agreement and Premier Support Services without seeking competitive bids, and sign the purchase orders, amendments, and exercise the renewal option based on the availability of fiscal funding that does not change the substantive terms of the purchase, and will not exceed the annual CPI rates. (Continued) on Page 2) �,l y RO RT HOW HELL, Director Purchasing and feet Services FINANCIAL Current F.Y. Net County Cost: DATA DEAN DEINES Interim Chief Information Officer $ 0 Budget Adjustment: No )00� For Fiscal Year: 11112 _ —T Positions To Be i 0 BY: Cet-e� 6AV-hr Serena Chow Agenda Number: Vote 3.27 BACKGROUND The County of Riverside has been the leader in the negotiations and procurement of the statewide cooperative license purchase agreement for the statewide Microsoft Enterprise software and services. There are 388 governmental agencies. in California that utilize this enterprise agreement. Through this negotiation process, the County of Riverside has obtained the deepest discounts offered to any governmental agencies, and as a result will be utilized by most of the public entities throughout the State of California. The Microsoft Enterprfse Agreement is ani annual program that covers licensing of standard desktop software (Microsoft Office, Microsoft Windows, and Back Office products) and Enterprise Platform products. The County has been challenged in the past in consistently maintaining software at current version levels and Microsoft products are the most predominant product used, by all departments on all personal computers and Enterprise Platform products to support Departments basic needs in the County. In an effort to keep software current and licensed at the County, a maintenance program is provided by Microsoft. A maintenance program will cost less than what departments would spend upgrading all products once over a three or five -year period. The potential for significant savings exists due to changes in Microsoft licensing policies and potential cost increases of Microsoft products over the next five years. Some of the key benefits realized from this program are: • Departments can upgrade to any Microsoft product version as they choose and when convenient. • Licensing for the products covered by this program no longer need to be tracked. Participants merely count the qualified desktops or user counts and true up with that number of licenses. • The flexibility to sign -up by user allows for multiple devices such as smart phones and tablets (i.e., IPhones, (Pads, etc.) and!, securing only one license opposed to multiple. • EA provides a consistent year -to -year budget for this program in an effort to keep County software current, legal, and consistent. • EA protects the County against Microsoft price increases for the duration of the agreement. • EA compliments other countywide technology initiatives (PeopleSoft, Exchange, Remedy, and Resumix). County departments and agencies are currently enrolled in this program. in Fiscal Year 2010111, the county invested $3,851,890 for 19,734 desktops enrolled in the program, Departments may also order other Microsoft products (such as Window Server, Visio, MS BACKGROUND (Continued) project) off of this contract and receive the same discounting offered for the core desktop licensing for Riverside County, County Departments will have agreement options that best fit their departmental needs including either a three or five year agreement. PRICE REASONABLENESS Information Technology and the Purchasing Department, working with Microsoft, determined best pricing and developed a customized licensing program that works best for California Government. The analysis shows that by participating in the Enterprise Agreement (EA), the County can save as much as $907,686 annually off the retail price and $4,538,430 over the next five (5) years. The requested $6 million annual amount allows individual departments to purchase their user or device license and various platform products and services that departments purchase to meet their business needs. The $6 million is an estimated amount that provides for the purchasing authority off the Microsoft agreement in order to ensure county departments receive all applicable discounts. As with any county purchase, all purchase orders will be processed through County Purchasing for approval. Because Microsoft only sells their products through resellers, Purchasing released a Request for Quote PURAC -1200, on PublicPurchase.com and advertised on the County's Internet to obtain Microsoft Large Account resellers (LARs), which resulted in six LARs responding to the solicitation. The County evaluated the responses and recommends that Insight Public Sector Inc. be awarded as the primary LAR for Riverside County, and the remaining five, CompuCom Systems, Inc., Dell Marketing, L.P., Enpointe Technologies Sales Inc., PC Mali Gov, Inc., and Softchoice Corporation also be awarded for use by other governmental entities to allow these entities the option to select their LAR based on their own geographical or other criteria. These LARs shall be authorized to offer a contract for any government entity in California to enroll into the Microsoft Enterprise Agreement through December 31, 2016. 1W City of Santa Ana / CompuCom EA Renewal Price Confirmation From: Sam.Andrews @compucom.com Sent: Monday, October 28, 2013 12:12 PM To: Gergen, Tom (tgergen @santa - ana.org) Cc: Sam.Andrews @compucom.com Subject: Santa Ana/ CompuCom EA Renewal Price Con rma on Importance: High Morning Tom 1 This is to con rm that the City of Santa Ana quali es to receive an addi onal "continuing customer discount" of- 1.00 %o Microso Level D -7.5 Cost plus mark up % on its renewal of the Microso Enterprise Agreement with CompuCom Systems, Inc. ac ng as the Large Account Reseller. Under the terms of the County of Riverside master agreement with Microso for Enterprise Agreements (MEA] to quali ed agencies, for which the City of Santa Ana qualifies, and with the "continuing customer discount," CompuComSystems, Inc. pricing for the City of Santa Ana's renewal of its Microsoft Enterprise Agreement would be as follows: Renewal pricing = Microso Volume Licensing Level D -7.5% Cost plus mark up %of -2.50% added at signing (2.5% below D-7.5% cost) True -ups = Microso Volume Licensing Level D -7.5% Cost plus mark up % of -0.50% added at true -up (0.5% below D -7.5% cost) The above pricing applies to Microso applica ons, systems, servers, and non - speci ed new add! on products under the terms of the County of Riverside MEA. CompuCom appreciates the opportunity to serve the City of Santa Ana and looks forward to con nuing to provide superior Large Account Reseller services at the best value in the industry. Sincerely, Sam Andrews Sr. So ware Solu ons Specialist CompuCom Systems, Inc. 818 - 988 -2195 Exhibit B EXHIBIT C CompuCom Software Quotes for City of Santa Ana [1] Renewal of MEA # 4612835 [2] Select Purchase excluded from MEA CompuCom - software quote Quoted by Sam Andrews Com uCom 7171 Forest Lane Dallas, TX 7523 Phone 818 - 988 -2195 sam.andrews com ucom.co ' Please fax your POs to Client Assistance Center at 800. 366 -9994. You may call 806- 400 -9852, option 2, to check status on orders. Quoted to: City of Santa Ana Tom Ger en ter en santa-ana.or Date 121312013 Note -This �A excludes the City Library Renewal of EA# 4612835 (expires 1131/2014 Important: Please provide the email address of the recipient designated to receive a CompuCom 'order confirmation" Quantity Part # Description Unit Price Ext. Price entei '[is,'e " rotlucts 1,500 269 -12442 Office Pro Plus SA Platform $ 77.50 $ 116,250.00 1,425 FQC -02460 Windows Pro SA Platform $ 28.47 $ 40,569.75 75 4ZF -00033 VDA Subscription Platform per Device Subscription $ 53.66 $ 4,024.50 1,450 W06 -01072 Core CAL User CAL SA Platform $ 33.45 $ 48,502.50 .�r.. k A.a add4tronaT' ioducfs 1,450 359 -00961 SQL Server User CAL SA $ 30.41 $ 44,094.50 3 395 -02504 Exchange Server Enterprise SA $ 589.94 $ 1,769.82 3 312 -02257 Exchange Server Standard SA $ 103.03 $ 309.09 1 H04 -00268 Share point Server SA $ 990.15 $ 990.15 17 076 -01912 Project SA $ 95.13 $ 1,617.21 51 228 -04433 SQL Server Standard Server SA $ 130.63 $ 6,662.13 16 7NQ -00292 SQL Server Standard 2 -Core Lic (SA) - (because you had 8 processors, you received 32 cores - which is 16 2 -core licenses ) $ 522.20 $ 8,355.20 4 D87 -01159 Visio Pro SA $ 81.38 $ 325.52 100 P73 -05898 Windows Server Standard 2- Processor SA $ 128.47 $ 12,847.00 23 P71 -07282 Windows Server Datacenter 2- Processor SA $ 896.65 $ 20,622.95 775 6VC -01253 Windows Remote Desktop Services CAL (SA) Device CAL $ 14.72 $ 11,408.00 3 R39 -00396 Windows Server External Connector SA $ 294.05 $ 882.15 9 77D -00110 Visual Studio Professional with MSDN (Lie/SA) $ 312.12 $ 2,809.08 6 D87 -01057 Visio Pro Lic /SA $ 174.93 $ 1,049.58 Please type "electronic software delivery" on our PO Product -total $ 323,089.13 Sub -Total $ 323,089.13 0 Tax ESD - nontaxable $ - Shipping No Charge Total Your January 2014 Renewal x3 payments) $ "323 089.13 Prices good for 30 days Total of 3 years =.. $ 969,267,39 Pass- Through Warranty and Other Rights. As a reseller, end -user warranties and liabilities (with respect to any third party hardware and software products provided by CompuCom) shall be provided as a pass- through from the manufacturer of such products. All software products are subject to the license agreement of the applicable software supplier, as provided with the software packaging or in the software at time of shipment. CompuCom provides no independent warranties, indemnities or liabilities. Public Sector Disclosure: CompuCom may receive Incentive fees for public sector EAtransactions. CompuCom - software quote Quoted by Sam Andrews CompuCom 7171 Forest Lane Dallas TX 75230 Phone 818- 988.2195 sam.andrews com ucom.com Please fax your POs to Client Assistance Center at 800- 366 -9994. You may call 800- 400 -9852, option 2 to check status on orders. Quoted to: City of Santa Ana Tom Ger en ter n@santa-ana.org Date 121312013 Important: Please provide the email address of the recipient designated to receive a CompuCom "order confirmation" Quantity Part # Description Unit Price Ext. Price 150 R18 -04301 Windows Server CAL 2012 Device CAL $ 18.93 $ 2,839.50 Sold on Select Agreement, for Windows 2012 Device CAL's for your public-access PC's. $ Product -total $ 2,839.50 Sub -Total $ 2,839.50 0 ITax $ - IShipping No Charge Total $ 2,839.50 Prices good for 30 days Pass - Through Warranty and Other Rights. Asa reselIer, end -user warranties and liabilities (with respect to any third party hardware and software products provided by CompuCom) shall be provided as a pass - through from the manufacturer of such products. All software products are subject to the license agreement of the applicable software supplier, as provided with the software packaging or in the software at time of shipment. CompuCom provides no independent warranties, indemnities or liabilities. Public Sector Disclosure: CompuCom may receive incentive fees for public sector EA transactions. Microsoft Program Signature Form MBNMBSA number Agreement number 01 E73134 Volume Licensing Note: Enter the applicable active numbers associated with the documents below. Microsoft requires the associated active number be indicated here, or listed below as new. This signature form and all contract documents identified in the table below are entered into between the Customer and the Microsoft Affiliate signing, as of the effective date identified below. By signing below, Customer and the Microsoft Affiliate agree that both parties (1) have received, read and understand the above contract documents, including any websites or documents incorporated by reference and any amendments and (2) agree to be bound by the terms of all such documents. ProgramSignForm( MSSign)( NA,LatAm)ExBRA,MLgENG)(Oct2013) Page 1 of 3 Name of Entity (must be legal entity name)* City of Santa Ana Signature* Printed First and Last Name* David CavaZO Printed Title City Manager Signature Date *� �i2014 Tax ID indicates Microsoft Licensing, GP Signature Printed First and Last Name Microsoft Printed Title D Signature Date (date Microsoft Affiliate countersigns) st GI Agreement Effective Microsof (maybe different than,m�. ros6h446hature date) Optional 2"dDiustomer signature or "Outsourcer signature (if Name of Entity (moist be legal entity name)* Signature* PriittedFirst and Last Name* Printed Title Signature Date* indicates required field ATTEST: CLERK GP Name of Entity (must be legal entity name)* Signature* Printed First and Last Name* Printed Title Signature Date* *indicates required field If Customer requires physical media, additional contacts, or is reporting multiple previous Enrollments, include the appropriate form(s) with this signature form. After this signature form is signed by the Customer, send it and the Contract Documents to Customer's channel partner or Microsoft account manager, who must submit them to the following ProgramSignForm( MSSign)( NA,LatAm)EBRA,MLI(ENG)(Oct2Ol3) Page 2 of 3 TO Stu t City Attorney, address. When the signature form is fully executed by Microsoft, Customer will receive a confirmation copy. Microsoft Licensing, GP Dept. 551, Volume Licensing 6100 Neil Road, Suite 210 Reno, Nevada 89511 -1137 USA ProgramSignForm( MSSign)( NA ,LafAm)EXBRA,MLI(ENG)(Oct20 [3) Page 3 of 3 is soft Volume Licensing Enterprise and Enterprise Subscription Enrollment Product Selection Form — State and Local Enrollment Number Microsoft to complete for initial term Reseller to complete for renewal Step 1. Please indicate whether Enrolled Affiliate is ordering Enterprise Products or Enterprise Online Services on the initial enrollment order. Choose both if applicable. ® Enterprise Products. Choose platform option: Custom Platform Qualified Devices: 1500 Qualified Users: 1450 ❑ Enterprise Online Services' Step 2. Select the Products and Quantities Enrolled Affiliate is Order. Quantity may not include any Licenses which Enroll future use, or to which it is transitioning or stepping up within the Enrolled Affiliate has an option to transition or step'' -up shi on its initial Enrollment has selected for optional t term. Products for which ed.in Step 3. 610101 vifiee ,goo rian c i, -. _ Office 365 Plan E2' Office 365 Plan E3 - Office 365 Plan E4 Cliept AecQs Ltbense. (CAL)' ® Core CAL, including Bridge CAI 'S lif a linable Core CAL 1450- Core CAL Brid e for Office 365 Core CAL Bridge for Windows Intune Core CAL Bridge for Office 365 and Windows Intune Enterprise CAL ECAL ECAL ECAL Bridge for Office 365 ECAL Bridae for Windows Intune ECAL Bridge for Office 365 and Windows Intune The Client Access License selection must be the same across the Enterprise. Specify whether N-gI [10 1425 75 EA- EASProdSelFmm(US)5LG(EN G)(0ct2012) Page 1 of Document X20 -03622 If selecting Windows Desktop or Windows Intune option, Enrolled Affiliate acknowledges the following: a. The Windows Desktop Operating System Upgrade licenses offered through this Enrollment are not full licenses. The Enrolled Affiliate and any included Affiliates have qualifying operating system licenses for all devices on which the Windows Desktop Operating System Upgrade or Windows Intune licenses are run. b. In order to use a third party to reimage the Windows Operating System Upgrade, Enrolled Affiliate must certify that Enrolled Affiliate has acquired qualifying operating system licenses. See the Product List for details. Step 3. Indicate new Enterprise Products and Online Services Enrolled Affiliate has selected for optional future use where not selected on the initial enrollment order (above): EA- EASProdse [Form(US)SLG(ENG)(Oct2o12) Page 2 of 2 Document X20 - 0362.2 • ❑ .• Office Pro Plus for Office 365 ❑ Office 365 Plan E1 ❑ Office 365 Plan E2 ❑ Office 365 Plan E3 ❑ Office 365 Plan E4 ❑ Enter rise CAL ECAL Ste -u , includin Bnd e CfIL ❑ Windows Intune ❑ Windows Intune Add -on= EA- EASProdse [Form(US)SLG(ENG)(Oct2o12) Page 2 of 2 Document X20 - 0362.2 Microsoft Volurr7e Ucensincg Enterprise Enrollment State and Local Enterprise Enrollment number Proposal ID /Framework ID (Microsoft to complete) Previous Enrollment number 4612835 Earliest expiring previous 1/31/2014 iRese)ler to complete) Enrollment end date This Microsoft Enterprise Enrollment is entered into between the entities as identified in the signature form as of the effective date. Enrolled Affiliate represents and warrants it is the same Customer, or an Affiliate of the Customer, that entered into the Enterprise Agreement identified on the program signature form. This Enrollment consists of: (1) these terms and conditions, (2) the terms of the Enterprise Agreement identified on the signature form, (3) the Product Selection Form., (4) any supplemental contact information farm or Previous Agreement/Enrollment form that may be required, (5) any order submitted under this Enrollment. This Enrollment may only be entered into under a 2011 or later Enterprise Agreement. All terms used but not defined are located at httpllwwwmicYos64obrt /l[c'�;nsingleontracts. In the event of any conflict the terms,etthis Agreement control. fir. Effective date. If Enrolled A#ftitate: is renewing Software Assurance oY Suba nptI Licenses from one or more previous,�.nt'ollroeMs or agreements, then the effective date vuill.ee the day,ttei`tnefirst prior Enrollment at agreement +explres.or terminates. OtherwlserkheSeffecbve date will b fhe date'this Enrollmentfe'accepted by Microsoft Any reference to"annlversary.clate'.,°Cefers to the anniversary of the effective date each year this Enrollment Is in;effect. Term. The initial term of this Enrollment will expirezon the last day. -'f -the month, 36 full calendar months from the effective dateof the initial term °I{ this Enrollment Is renewed, the renewal term will expire 36 full calendar months after the effective date of the renewal term. Any reference in this Enrollment to "day" Will be a calendar day. Productaorder. The Reseller will provide Enrolled Affiliate with Enrolled Affiliate's Product pricing and order. Prices and billing terms for all Products ordered will be determined by agreement between Enrolled Affiliate and the Reseller.The Reseller will provide Microsoft with the order separately from this Enrollment. Terms and Conditions 1. Definitions. Terms used but not defined in this Enrollment will have the definition in the Enterprise Agreement. The following definitions are used in this Enrollment: "Additional Product" means any Product identified as such in the Product List and chosen by Enrolled Affiliate under this Enrollment. "Enterprise Online Service" means any Online Service designated as an Enterprise Online Service in the Product List and chosen by Enrolled Affiliate under this Enrollment. Enterprise Online Services are treated as Online Services, except as noted. "Enterprise Product" means any Desktop Platform Product that Microsoft designates as an Enterprise Product in the Product List and chosen by Enrolled Affiliate under this Enrollment. Enterprise EA2013EnrGov (US)SLG(ENG)(Oct2013) Page 'I of Document X20 -10631 Products must be licensed for all Qualified Devices and Qualified Users on an Enterprise -wide basis under this program. "Expiration Date" means the date upon which the Enrollment expires. "Industry Device" (also known as line of business device) means any device that: (1) is not useable in its deployed configuration as a general purpose personal computing device (such as a personal computer), a multi- function server, or a commercially viable substitute for one of these systems; and (2) only employs an industry or task - specific software program (e.g. a computer -aided design program used by an architect or a point of sale program) ( "Industry Program "). The device may include features and functions derived from Microsoft software or third -party software. If the device performs desktop functions (such as email, word processing, spreadsheets, database, network or Internet browsing, or scheduling, or personal finance), then the desktop functions: (1) may only be used for the purpose of supporting the Industry Program functionality; and (2) must be technically integrated with the Industry Program or employ technically enforced policies or architecture to operate only when used with the Industry Program functionality. "L &SA" means a License with Software Assurance for any Product ordered. "Qualified Device" means any device that is used by or for the benefit of Enrolled Affiliate's Enterprise and is: (1) a personal desktop computer, portable computer, workstation, or similar device capable of running Windows Professional locally (in a physical or virtual operating system environment), OR (2) a device used to access a virtual desktop infrastructure ( "VDI ").. Qualified Devices do not includeany device that is: (1) designated as a server and not used as a personal computer, OR (2) an Industry Device, OR (3) not managed (as defined in the Product List at the. start of the applicable initial or renewal term of the Enrollment) as part of Enrolled Affiliate's Enterpns-a.,At,lts option, the Enrolled Affiliate may designate any device excluded above (e.g Industry Devices thji is -used by or for the benefit of the Enrolled Affiliate's Enterprise as a Qualified Device for a„ILbrx -;'o sub`s`etof Enterprise Products or Online Services t. `,Enrolled Affiliate has selected .� "Qualified User" means apersph'(e %g„ employee, consultant, contingent staff) wtao��M1a) iaa user of a Qualified Device, any server software requiring an Enterprise ProduaEJjenf Access License or any Enterprise' Oniihe'Service. +Itdoes not include a perSgn who accesses server software or an Online,9ervlce solely under a Lidensa identified -in the Qualified Usefu` xemptions in -the Product List. "Reserved License" means for an Online Service identiffed as e4lgibts'for true -ups in the Product List, the License reserved by Enrolled Affiliate prior to use and for which, Microsoft will make the Online Service available for activation. "Transition" means the conversion of one or more License to or from an License(s). Products e(101`o0for- Transition and permitted Transitions are identified in the Product List. 'Transition Period" means the time between the Transition and the next Enrollment anniversary date for which the Transition is reported. - 2. Order requirements. a. Minimum Order requirements. Enrolled Affiliate's Enterprise must have a minimum of 250 Qualified Users or Qualified Devices. The initial order must include at least 250 Licenses for Enterprise Products or Enterprise Online Services. (i) Enterprise Commitment. If ordering any Enterprise Products, Enrolled Affiliate's order must include coverage for all Qualified Users or Qualified Devices, depending on the License Type, of one or more Enterprise Products or a mix of Enterprise Products and the corresponding Enterprise Online Services. (ii) Enterprise Online Services. If ordering Enterprise Online Services only, then Enrolled Affiliate must maintain at least 250 Subscription Licenses. It. Additional Products. Upon satisfying the minimum order requirements above, Enrolled Affiliate may order Additional Products and Services. c. Product Use Rights for Enterprise Products. For Enterprise Products, if a new Product version has more restrictive use rights than the version that is current at the start of the EA2013EnrGov (US)SLG(ENG)(Oct2013) Page 2 of 9 Document X20 -10631 applicable initial or renewal term of the Enrollment, those more restrictive use rights will not apply to Enrolled Affiliate's use of that Product during that term. d. Country of usage. Enrolled Affiliate must specify the countries where Licenses will be used on its initial order and on any additional orders. e. Adding Products. (1) Adding new Products not previously ordered. Enrolled Affiliate may add new Enterprise Products by entering into a new Enrollment or as part of a renewal. New Enterprise Online Services may be added by contacting a Microsoft Account Manager or Reseller. New Additional Products, other than Online Services, may be used if an order is placed in the month the Product is first used. For Additional Products that are Online Services, an initial order for the Online Service is required prior to use. (ii) Adding Licenses for previously ordered Products. Additional Licenses for previously ordered Products must be included in the next true -up order. Enrolled Affiliate must purchase Services and Licenses for Online Services prior to use, unless the Online Services are (1) identified as eligible for true -up in the Product List or (2) included as part of other Licenses (e.g., Enterprise CAL). f. True -up requirements. (1) True -up order. Enrolled Affiliate must submit an for changes since the initial order or last true -up Licenses, including any increase in Qualified Reserved Licenses; (2) Transitions (if permitted);. reductions (if permitted). Microsoft, at its`dlscreti up data submitted through a formal product' approved Microsoft partner. (ii) Entefpn5e Products. Enrolled Affiliate must c it true -up order that accounts including: (1) any increase in as or Qualified Users and Subscription License quantity ry yalidate the customer true - Me't1t`- :sssessibent using an ordell' placed and pmust� order additional Licenses ,_for. all' Qualified I Devices ' and Qualified Users that are not already - covered rby'exfstipg Licenses including any Enterprise Online Services.` (iii) Additional Products. For Products' that have been previously ordered, Enrolled Affiliate must determine the Additional Products used and order the License difference (if any). (tv) Online Services. For Online Services identified as eligible for true -up orders in the Product List, Enrolled Affiliate may first reserve the additional Licenses prior to use. Microsoft will provide a report of Reserved Licenses in excess of existing orders to Enrolled Affiliate and its Reseller. Reserved Licenses will: be invoiced retroactively for the prior year based upon the month in which they were reserved. - (v) Transitions. Enrolled Affiliate must report all Transitions. Transitions may result in an increase in Licenses to be included on the true -up order and a reduction of Licenses for prior orders. Reductions in Licenses will be effective at end of the Transition Period. Associated invoices will also reflect this change. For Licenses paid upfront, Microsoft will issue a credit for the remaining months of Software Assurance or Subscription Licenses thatwere reduced as part of the Transition. (vi) True -up due date. The true -up order must be received by Microsoft between 60 and 30 days prior to the Enrollment anniversary date. The third -year anniversary true -up order is due within 30 days prior to the Expiration Date. Enrolled Affiliate may true -up more often than at each Enrollment anniversary date except for Subscription License reductions, (vii)Late true -up order. If the true -up order is not received when due: 1) Microsoft will invoice Reseller for all Reserved Licenses not previously ordered. 2) Transitions and Subscription License reductions cannot be reported until the following Enrollment anniversary date (or at Enrollment renewal, as applicable). EA2013Enrcov (US)sLG(eivc)(OCt2o13) Page 3 of g Document X20 -10631 (viii) Subscription License reductions. Enrolled Affiliate may reduce the quantity of Subscription Licenses on a prospective basis if permitted in the Product List as follows: 1) For Subscription Licenses part of an Enterprise -wide purchase, Licenses may be reduced if the total quantity of Licenses and Software Assurance for an applicable group meets or exceeds the quantity of Qualified Devices identified on the Product Selection Form. Step -up Licenses do not count towards this total count. 2) For Enterprise Online Services not a part of an Enterprise -wide purchase, Licenses can be reduced as long as the initial order minimum requirements are maintained. 3) For Additional Products available as Subscription Licenses, Enrolled Affiliate may reduce the Licenses. If the License count is reduced to zero, then Enrolled Affiliate's use of the applicable Subscription License will be cancelled. Invoices will be adjusted to reflect any reductions in Subscription Licenses at the true - up order Enrollment anniversary date and effective as of such date. (ix) Update statement. An update statement must be submitted instead of a true -up order if, as of the initial order or last true -up order, Enrolled Affiliate's Enterprise has not: (1) changed the number of Qualified Devices and Qualified Users licensed with Enterprise Products or Enterprise Online Services; and (2) increased its usage of Additional Products. This update statement must be signed by Enrolled Affiliate's authorized representative. The update statement must be received by Microsoft between 60 and 30 days prior to the Enrollment anniver- sary,,date. The last update statement is due within 30 days prior to the Expiration g. Step -up Licenses., For Licenses eligible for a step- under'ths Enrollrent, Enrolled Affiliate may step.ut'-lo a higher edition or suite as f6l'[_ _ (i) For stettup Ljlcenses included on an initial order Enrolled A"Ita..may, order acodding to the true up process. '(ii) If step-tip Licenses ar® notJnduded do -an initial- order Extolled Affiliate , mayrstep -up initially by following the " process :described i not previously ordered;' then fbr edditIon t, order process. the true -up (iii) If Enrolled Affiliate has previously ordered an Online Service as an Additional Product and wants to step -up to an Enterprise Online Service eligible for a Transition, the ..step -up may be reported as a Transition. - - -- (Iv) If Enrolled Affiliate Transitions a License, it may be able to further step-up the Transitioned License. If Enrolled Affiliate chooses to step-up and the step -up License is separately eligible to be Transitioned, such step -up Licenses may result in a License reduction at the Enrollment anniversary date following the step -up. h. Clerical errors. Microsoft may correct clerical errors in this Enrollment, and any documents submitted with or under this Enrollment, by providing notice by email and a reasonable opportunity for Enrolled Affiliate to object to the correction. Clerical errors include minor mistakes, unintentional additions and omissions. This provision does not apply to material terms, such as the identity, quantity or price of a Product ordered. 3. Pricing. a. Price Levels. For both the initial and any renewal term Enrolled Affiliate's Price Level for all Products ordered under this Enrollment will be Level "D" throughout the term of the Enrollment. Price Level's will be captured in the Product Selection Form. b. Setting Prices. Enrolled Affiliate's prices for each Product will be established by its Reseller. As long as Enrolled Affiliate continues to qualify for the same price level, Microsoft's prices for Resellers for each Product or Service will be fixed throughout the applicable initial or renewal Enrollment term. However, if Enrolled Affiliate qualifies for a different price level, Microsoft will establish a new price level for future new orders either EA2013EnrGov (US)3LG(ENG)(0ct2013) Page 4 of 9 Document x20 -10631 upon Enrolled Affiliate's request or on its own initiative. Any changes will be based upon price level rules in the Product Selection Form. 4. Payment terms. For the initial or renewal order, Enrolled Affiliate may pay upfront or elect to spread its payments over the applicable Enrollment term. If spread payments are elected, unless indicated otherwise, Microsoft will invoice Enrolled Affiliate's Reseller in three equal annual installments. The first installment will be invoiced upon Microsoft's acceptance of this Enrollment and on each Enrollment anniversary date. Subsequent orders are invoiced upon acceptance of the order and Enrolled Affiliate may elect to pay annually or upfront for Online Services and upfront for all other Licenses. 5. Transitions. a. Transition requirements. (i) Licenses with active Software Assurance or Subscription Licenses may be Transitioned at any time if permitted in the Product List. Enrolled Affiliate may not, however, reduce the quantity of Licenses or associated Software Assurance prior to the end of the Transition Period. (ii) Enrolled Affiliate must order the Licenses to which it is transitioning for the year(s) following the Transition Period. (iii) If a Transition is made back to a License that had active Software Assurance as of the date of Transition, then Software Assurance mu$t`be.re ordered for all such Licenses on a prospective basis following the Transition Pen &d_ Software Assurance coverage may not exceed the quantity of per - tpal L "icenses for wMrch__Software Assuranc2,Wa§ - dutrent at the time of any prior TraClsiiron Softwaf_ .,Assurance may (in) If a device -based License" is device must be licenssd as-pa (v) If a user -based License is accessed by the user must be the all devices b. Effect of Transition on Licenses. - (i) Transition will not affect Enrolled Affiliate's rights in perpetual Licenses paid in full. jil)'New version rights will be granted for perpetual Licenses covered by Software Assurance up to the end of the Transition Period. (iii) For L &SA not paid in full at the end of the Transition Period, Enrolled Affiliate will have perpetual Licenses for a proportional amount equal to the amounts paid for the Transitioned Product as of the end of the Transition Period. (iv) For L &SA not paid in full or granted a perpetual License in accordance with the above or Subscription Licenses, all rights to Transitioned Licenses cease at the end of the Transition Period. S. End of Enrollment term and termination. a. General. At the Expiration Date, Enrolled Affiliate must immediately order and pay for Licenses for Products it has used but has not previously submitted an order, except as otherwise provided in this Enrollment. b. Renewal Option. At the Expiration Date of the initial term, Enrolled Affiliate can renew Products by renewing the Enrollment for one additional 36 full calendar month term or signing a new Enrollment. Microsoft must receive a Product Selection Form and renewal order prior to or at the Expiration Date. The renewal term will start on the day following the Expiration Date. Microsoft will not unreasonably reject any renewal. Microsoft may EA2013 E nrGov(U S) S LG (E N G) (Oct201 3) Page 5 of 9 Document X20 -10631 make changes to this program that will make it necessary for Customer and its Enrolled Affiliates to enter into new agreements and Enrollments at renewal. c. If Enrolled Affiliate elects not to renew. (i) Software Assurance. If Enrolled Affiliate elects not to renew Software Assurance for any Product under its Enrollment, then Enrolled Affiliate will not be permitted to order Software Assurance later without first acquiring L &SA. (ii) Online Services eligible for an Extended Term. For Online Services identified as eligible for an Extended Term in the Product List, the following options are available at the end of the Enrollment initial or renewal term. 1) Extended Term. Licenses for Online Services will automatically expire in accordance with the terms of the Enrollment. An extended term feature that allows Online Services to continue month -to -month ( "Extended Term') is available. During the Extended Term, Online Services will be invoiced monthly at the then - current published price for Enrolled Affiliate's price level as of the Expiration Date plus a 3% administrative fee for up to one year. If Enrolled Affiliate does want an Extended Term, Resellermust submit a request to Microsoft. Microsoft must receive the request not less than 30 days prior to the Expiration Date. 2) Cancellation during Extended Term. If Enrolled Affiliate has opted for the Extended Term and later determines not to continue with the Extended Term, Resellermust submit a notice of cancellation for each Online Service. Cancellation will be effective at the end of the month 'following 30 days after Microsoft has received the notice. (iii) Subscription_Licenses and Online Services not ehgttale for an Extended Term. If Enrolled Affi(tate elects not to rrenew, the Licenses Will 'be cancelled and will t.rnnih;A asp iY the"Pxni,ration Date,.,,Anv associated ma is"rnust I3�iirnkfsfail`ed and request written certi igation to yerify compliance,-;: (iv) Customer Data, Upon expiration or termination of ,,a License for Online Services, Microsoft will keep Customer's Data in a limited ifunction account for 90 days so that Customer may extract it. Enrolled'-Affiliate willreimburse - Microsoft if there are any associated costs. After 90 days Microsoft will disable Enrolled Affiliate's account and will delete its Customer Data. Enrolled Affiliate agrees that, other than as described above "Microsoft has no obligation to continue to hold export or return Enrolled _ ` `Affiliate's Customer Data and that Microsoft has no liability whatsoever for deletion of Enrolled Affiliate's Customer Data pursuant to these terms. d. Termination for cause. Any termination for cause of this Enrollment will be subject to the "Termination for cause" section of the Agreement. e. Early termination. Any Early termination of this Enrollment will be subject to the "Early Termination" Section of the Enterprise Agreement. For Subscription Licenses, in the Reseller a credit for any amount termination. event of a breach by Microsoft, Microsoft will issue paid in advance that would apply after the date of EA2013 E n rGov(U S) S LG (E N G) (Qct201 3) Page 6 of 9 Document X26 -10631 Enrollment Details Enrolled Affiliate's Enterprise. a. Identify which Agency Affiliates are included in the Enterprise. (Required) Enrolled Affiliate's Enterprise must consist of entire offices, bureaus, agencies, departments or other entities of Enrolled Affiliate, not partial offices, bureaus, agencies, or departments, or other partial entities. Enrolled Affiliate's organization includes . Check only one box in this section. If no boxes are checked, Microsoft will deem the Enterprise to include the Enrolled Affiliate only. If more than one box is checked, Microsoft will deem the Enterprise to include the largest number of Affiliates: ❑ Enrolled Affiliate only ❑ Enrolled Affiliate and the following Affiliate(s) (Only identify specific affiliates to be included if fewer than all Affiliates are to be included in the Enterprise): b. Please indicate whether the Enrolled �Afffliat2's Enterprise wtu include all new Nmnares acquired after the start of this Enrollment�Cfiesk only= bne'boz in this' hissectlon: ® Enrolled Affiliate's Enterprise will include all new Affiliates acquired after the start of this Enrollment ❑ Enrolled Affiliate's Enterprise will not include all new Affiliates acquired after the start of this EmYOliment If no selection is made, or if both boxes are checked., Microsoft will deem the Enterprise to include all future Affiliates 2. Contact information. Each party will notify the other in writing if any of the information in the following contact information page(s) changes. The asterisks ( *) indicate required fields, By providing contact information, Enrolled Affiliate consents to its use for purposes of administering this Enrollment by Microsoft, its Affiliates, and other parties that help administer this Enrollment. The personal information provided in connection with this Enrollment will be used and protected in accordance with the privacy statement available at https /(www microsoft comllicensinglservicecenteI. a. Primary contact. This contact is the primary contact for the Enrollment from within Enrolled Affiliate's Enterprise. This contact is also an Online Administrator for the Volume Licensing Service Center and may grant online access to others. The primary contact will be the default contact for all purposes unless separate contacts are identified for specific purposes Name of entity (must be legal entity name)* City of Santa Ana Contact name* First Tom Last Gergen Contact email address* tgergen@santa- ana.org Street address* 20 Civic Center Plaza EA2013 E n rGov(U S) 8 LG (ENG) (Oct201 3) Page 7 of 0 Document X20 -10831 City* Santa Ana State /Province* CA Postal code* 92701-4058 (For U.S. addresses, please provide the zip + 4, e.g. xxxxx -xxxx) Country* USA Phone* 714-647-6958 Tax ID * indicates required fields b. Notices contact and Online Administrator. This contact (1) receives the contractual notices, (2) is the Online Administrator for the Volume Licensing Service Center and may grant online access to others, and (3) is authorized for applicable Online Services to add or reassign Licenses, step -up, and initiate Transitions prior to a true -up order. ❑ Same as primary contact (default if no information is provided below, even if the box is not checked). Contact name* First Sam Last Andrews Contact email address* sam.andrews @compucom.com Street address* 7171 Forest Lane City* Dallas State /Province* TX Postal code* 75230 -2306 (For U.S. addresses, please provide the zip + 4, e.g. xxxxx -xxxx) Country* USA . Phone* 818 -988 -2195 Language preference. Choose the language for notices Engiisl ® This contact rsj?b third party (not the,Enrolled Affiliate), Wainir personally identif{We Information of the.Customer and its Affiliate * indicate. re`q#llred`fielrls c. Online Services Managor. This- �gontact-s authorized to mans ordered under the Enrollment- 'and.,'(for applicable Online Servi( Licenses, step -up, and initiate Transitions prior to a true -up order. ❑ Same as notices contact and Onlihe Administrator (defe provided below, even if box is not checked).,'., - Contact name *; First Tom Last Gergen Contact email address* tgergen @santa- ana.org Phone* 714 -647 -6958 -. ❑ This contact is from a third party organization (not the entity). receives personally identifiable information of the entity. * indicates required fields d. Reseller information. Reseller contact for this Enrollment is: This wintact receives ie the Online Services as) to add or reassign ilt if no information is Warning: This contact Reseller company name* CompuCom Systems, Inc Street address (PO boxes will not be accepted)* 7171 Forest Lane City* Dallas State /Province* Texas Postal code* 75230-2306 Country* United States Contact name* Bruce Valentin Phone* 972-856-4617 Contact email address* msadmin @compucom,com *indicates required fields EA2013EnrGov (US)SLG(ENG)(Oct2013) Page 8 of 9 Document X20 -10631 By signing below, the Reseller identified above confirms that all information provided in this Enrollment is correct. Signature" Printed name* Bruce E. Valentin Printed title* Microsoft Licensing Specialist Date* ( ell q 12--o f3 * indicates required fields Changing a Reseller. If Microsoft or the Reseller chooses to discontinue doing business with each other, Enrolled Affiliate must choose a replacement Reseller. If Enrolled Affiliate or the Reseller intends to terminate their relationship, the initiating party must notify Microsoft and the other party using a form provided by Microsoft at least 90 days prior to the date on which the change is to take effect. e. If Enrolled Affiliate requires a separate contact for any of the following, attach the Supplemental Contact Information form. Otherwise, the notices contact and Online Administrator remains the default. (1) Additional notices contact (ii) Software Assurance manager (iii) Subscriptions manager (iv) Customer Support Manager (CSM) contact 3. Financing elections. Is a purchase under this Enrollment being financed through MS Financing? No If a purchase under this Enrollment is financed through MS Financing, and Enrolled Affiliate chooses not to finance any associated taxes, it must pay these taxes directly to Microsoft Licensing, GP. EA2013EnrGov(US)SLG(EN G)(002013) Page 9 of Document X20.10631 Microsoft Program Signature Form MBA/MBSA number Agreement number 7756479 Volume Licensing Note: Enter the applicable active numbers associated with the documents below. Microsoft requires the associated active number be indicated here, or listed below as new. This signature form and all contract documents identified in the table below are entered into between the Customer and the Microsoft Affiliate signing, as of the effective date identified below. By signing below, Customer and the Microsoft Affiliate agree that both parties (1) have received, read and understand the above contract documents, including any websites or documents incorporated by reference and any amendments and (2) agree to be bound by the terms of all such documents. Progre mSlgnForm( MSSIgn)( NA ,LatAm)EXBRA,MLI(ENG)(Oct2313) Page t of 3 Name of Entity (must be legal entity name)* City of Santa Ana Signature* Printed First and Last Name* David Cavazos Printed Title City Manager / Signature Date` q r7 zyf,fn ATTEST° Tax ID * indicates Microsoft Licensing, GP Signature VAUMMAUIEW Printed First and Last Name Microsoft Licensing, P Printed Title ey Signature Date ° ;- (date Microsoft Affiliate countersigns) St ft Agreement Effective Microsoft Linsin¢ G.P (may be different than Mlcfgspft-s signature date) Optional 2n Customer signature or Outsourcer signature (if applicable) Customer T` Name of Entity (must be legal entity name) Signature* and Last Name* Printed Title Signature Date* indicates required field Name of Entity (must be legal entity name)* Signature* Printed First and Last Name* Printed Title Signature Date* CL ,v rly r,tlOr tlLy *indicates required field If Customer requires physical media, additional contacts, or is reporting multiple previous Enrollments, include the appropriate form(s) with this signature form. After this signature form is signed by the Customer, send it and the Contract Documents to Customer's channel partner or Microsoft account manager, who must submit them to the following ProgramSi gnForm( MSSign)( NA ,- atAm)EXBRA,MLI(ENG)(Oo12013) Page 2 of 3 address. When the signature form is fully executed by Microsoft, Customer will receive a confirmation copy. Microsoft Licensing, GP Dept. 551, Volume Licensing 6100 Neil Road, Suite 210 Reno, Nevada 89511 -1137 USA ProgramSign Form (MSSign)(NA,LatAm) Ex BRA, MLI (EN G)(Oct2013) Page 3 of 3 Microsoft Select Plus Affiliate Registration Form Registration Type Reseller to complete Agreement Number Microsoft or Reseller to complete Qualifying Contract Reseller to complete Lead Afffiate ❑ Additional Affiliate 7756479 Volume Licensing State and Local Lead Affiliate Public Customer Number (PCN) Reseller to complete Additional Affiliate Public Customer Number (PCN) Reseller to complete Change Affiliate Anniversary Month Reseller to complete A43515A8 February By registering, Registered Affiliate accepts and agrees to be bound by the terms of the agreement and any applicable attachments (the "agreement'), and will be allowed to acquire Products in accordance with the Agreement. If Registered Affiliate registers as an Additional Affiliate, Registered Affiliate represents that the Additional Affiliate is an eligible entity of the Lead Affiliate identified above. This registration is valid when accepted by Microsoft and until it is terminated. Registered Affiliate will receive an acceptance notification confirming the effective date of this registration. Microsoft may refuse to accept a registration If there is a business reason for doing so Either party may terminate this registration for any reason with - 60 days advance' written notice Termi- hating this =registration will terminate the Registered Affj[late s ability to place Orders under the agreement: Each Registered Affiliiate may qualify (or and receive additional benefits by electing Software Assurance membership By electing Software Assurance membership, the Rai Isteref Affiliate "js.commi { }tng to include Software Assurance with "every,eligit,16 Order. To make this election, complete and submit the Select Plus Software Assurance Membership �leatlon Form Qualifying systems Licenses. The operating sysem;Geenses granted under this-program are upgrade Licenses only. Full operating system Licenses are not, available under this program. If Customer selects the Windows Desktop Operating System Upgrade all quallfled desktops ortrtwhich the Customer runs the Windows Desktop Operating System Upgrade must be licensed to run one of the qualifying operating systems identified in the Product List at bqp //www microsoft com /Iicensinglcontracts. Exclusions are s417}ect to chan'gewhen new versions of Windows are released. - In order to use a third party to reimage the Windows Operating System Upgrade, Registered Affiliate must certify that it has acquired qualifying operating system licenses. See the Product List for details. Primary Contact Information. Registered Affiliate must identify an individual from inside its organization to serve as the primary contact. This contact is also an Online Administrator for the Volume Licensing Service Center and may grant online access to others. Name of entity* City of Santa Ana Contact name *: First Tom Last Gergen Contact email address* tgergen @santa - ana.org Street address* 20 Civic Center Plaza City" Santa Ana State* CA Postal code* 92701 -4058 Country* United States Phone* 714-647-6958 SelectPIus2012AR FGOV(U S)SLG(FNG)(Oct2012) Page 1 of Document X20 -04921 Tax ID * indicates required fields 2. Notices and online administrator. This individual receives contractual notices. They are also the online Administrator for the Volume Licensing Service Center and may grant online access to others. N Same as primary contact Name of entity* Contact name *: First Last Contact email address* Street address* City* State* Postal code* Country* Phone* ❑ This contact is a third party (not the Registered Affiliate). identifiable information of the Registered Affiliate. * indicates required fields 3. Language preference. Select the language for notices. English 5. Reseller information. Reseller company name* CompuCom'Systems, Inc. Street address (PO boxes will not be accepted)*' 7171 City* Dallas State* Texas Postal code* 75230 -2306 Country* United States Contact name* Bruce Valentin Phone* 972 =856 =2064 Contact email address* msadmin @compucom.com indicates required fields The undersigned confirms that the information is correct. Name of Reseller *`Co„mpuCo /m Systems, Inc. Signature* Printed name* Bruce E. Valentin Printed title* Microsoft Licensing Specialist Date* 1,1Z i %cu indicates required fields Warning: This contact receives personally Forest Lane Changing a Reseller. If Microsoft or Reseller chooses to discontinue doing business with one another, Registered Affiliate must choose a replacement Reseller. If Registered Affiliate or Resellers intends to terminate their relationship, the initiating party it must notify Microsoft and the other party, using a form provided by Microsoft at least 90 days prior to the date on which the change is to take effect. SelectPlus20l2ARFGov (US)SLG(ENG)(Oct2012) Page 2 of 3 Document X20 -04921 6. Supplemental Contacts. Customer's Notices Contact identified above is the default contact for administrative and other communications, However, Customer may designate additional contacts using the Supplemental Contact Information form. 7, Software Assurance Membership Election. Each Registered Affiliate may qualify for and receive additional benefits with Software Assurance membership. By electing Software Assurance membership below, Registered Affiliate is committing for a minimum period of one year to include Software Assurance with every eligible Order, and to maintain Software Assurance for all copies of Products licensed under this program for at least one Product pool. Applications ❑ Systems ❑ Servers ❑ Sel ectP I u 52012ARFGov(US)S LG (ENG) (Oct2012) Note. If "Yes" is marked, orders for Licenses without Software Assurance will not be accepted. Page 3 of 3 Document X20 -04921