HomeMy WebLinkAboutStaff Report 6826
City of Palo Alto (ID # 6826)
City Council Staff Report
Report Type: Consent Calendar Meeting Date: 5/16/2016
City of Palo Alto Page 1
Summary Title: Microsoft Licensing True Up
Title: Approval of a Contract Amendment to SoftwareOne, Inc., (Formerly
CompuCom Systems, Inc.,) in the Amount of $179,028 for Annual Microsoft
Licensing True-Up, $39,119 for additional Office 365 licenses and $17,903 for
a Contract Contingency - Contract Number C12144913
From: City Manager
Lead Department: IT Department
Recommendation
Staff recommends that Council approve and authorize the City Manager or designee to
execute the following:
1) Contract amendment with SoftwareOne Inc. (formerly CompuCom Systems, Inc.)
in the amount of $139,909 to pay for the City’s annual True-Up for Microsoft
licensing and additional Microsoft Office 365 licensing totaling $39,119.
2) Authorize a 10% contingency of $17,903 for any unforeseen licensing needs.
Executive Summary
Every year the City is responsible for reporting to SoftwareOne additional Microsoft
licenses that were used during the year, but were not part of the original agreement.
This process is called the “True-Up” process. SoftwareOne generates a quote for the
additional licenses identified.
Background
On April 23, 2012, Council approved contract C12144913 with CompuCom Systems Inc.
for a Microsoft Enterprise Agreement (MEA) (Staff Report: 2649,
http://www.cityofpaloalto.org/civicax/filebank/documents/42176) (Attachment B) for
4,260 licenses for various Microsoft software programs. This agreement was initially
executed by the County of Riverside, California (RIVCO-20800-(002-007)-12/12 and is
extended to other local agencies. The City adopted the MEA pursuant to Palo Alto
Municipal Code section 2.30.360(k). The MEA covers all Microsoft licensing and
maintenance at an annual cost of $210,617 and is valid through December 2016.
City of Palo Alto Page 2
Discussion
As part of the True-Up process, the following additional Microsoft licenses were
identified as being needed due to an increase in demand (Attachment A):
Qty Description Cost
3 Core Infrastructure Server Suite Data Center $19,945
59 Core Infrastructure Server Suite Standard $80,854
7 System Center Data Center $13,073
38 System Center Standard $26,037
$139,909
These changes total $139,909, which will be paid as a one-time fee to SoftwareOne,
and will true-up the actual number of licenses used by City staff through January 2016.
The cost associated on this True-Up includes the license cost of these items as well as
the Software Assurance for the final year of the agreement. Software Assurance
provides the City with Planning Services to enable efficient deployment of licenses and
solutions, in-person and online training for IT and end users as well as rights to new
software releases during the term of the agreement at no additional cost.
During the migration to Office 365, additional licensing was identified in order to
migrate all City employees and contractors over. Total additional count identified is 350
totaling $39,119 (Attachment C).
A contingency of ten percent ($17,903) is recommended to be allocated for Microsoft
licensing in order to fund any unforeseen licensing purchase needs that occur.
Resource Impact
Funding in the amount of $196,931 will be spent from the Technology Fund to pay for
the true-up of licenses through January 2016 and the contract contingency for
additional unforeseen licensing needs.
Environmental Review
Approval of these contracts do not constitute a project under the California
Environmental Quality Act (CEQA); therefore, no Environmental Assessment is required.
Attachments:
Attachment A: City of Palo Alto True Up (PDF)
Attachment B: Microsoft Enterprise Agreement (PDF)
Attachment C: Additional O365 Licensing (PDF)
Quoted to:City of Palo Alto
New Product Year 4 of 5
Date 3/15/2016
EA#
6849237
Quantity Part #Description Unit Price Ext. Price
3 FUD-00936 CISDataCtr ALNG LicSAPk MVL 2Proc $6,648.35 19,945.05$
59 YJD-01075 CISStd ALNG LicSAPk MVL 2Proc $1,370.40 80,853.60$
7 T6L-00490 SysCtrDatactr ALNG LicSAPk MVL Ste 2Proc $1,867.52 13,072.64$
38 T9L-00389 SysCtrStd ALNG LicSAPk MVL Ste 2Proc $685.20 26,037.60$
-$
-$
Quoted In Year 5 of 5 With CPS -$
-$
License Descriptions -$
Core Infrastructure Server Suite Data Center -$
Core Infrastructure Server Suite Standard -$
System Center Data Center -$
System Center Standard -$
-$
Product-total 139,908.89$
Sub-Total 139,908.89$
0 Tax
ESD - nontaxable. Please type "Electronic
Software Delivery" on your PO.-$
Shipping No Charge
Total Onetime Payment 139,908.89$
Prices good for 30 days
Quoted by Miles Allarea, SoftwareONE, Inc.
Phone 916-934-6023 miles.allarea@softwareone.com
Pass-Through Warranty and Other Rights. As a reseller, end-user warranties and liabilities (with respect to any
third party software products provided by SoftwareONE) 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.
Important: Please provide the email address of the recipient designated
to receive a SoftwareONE order confirmation and/or receive electronic
Please fax your POs to our Client Assistance Center at 800-366-9994 or
email to: statestore@softwareone.com - Call 800-400-9852, option 2, to
check order status.
City of Palo Alto (ID # 2649)
City Council Staff Report
Report Type: Consent Calendar Meeting Date: 4/23/2012
April 23, 2012 Page 1 of 3
(ID # 2649)
Summary Title: Award of MEA Contract to CompuCom Systemss Inc
Title: Approval of Contract C12144913 with CompuCom Systems Inc. in the
Amount of $210,617.28 per year for Microsoft Enterprise Agreement (MEA)
From: City Manager
Lead Department: IT Department
Staff recommends that Council:
1. Approve and authorize the City Manager to execute a one year agreement with four
one year follow on options of the Microsoft Enterprise Agreement with CompuCom
Systems, Inc, using the Terms and Conditions set forth by the County of Riverside,
California, Microsoft Enterprise Agreement (MEA) (RIVCO-20800-(002-007)-12/12, in the
amount of $210,617.28 per year, for Microsoft Licensing and Maintenance.
2. Authorize the City Manager or his designee to negotiate and execute one or more
change orders or amendments to the contract with CompuCom Systems, Inc., for
additional but unforeseen licensing and maintenance needs which may develop during
the term of this contract, the total value of which shall not exceed $105,308.64 Change
orders or amendments may become necessary as the City moves forward with its move
to Windows 7. There are new capabilities in this product that may require installation of
new Microsoft software; such as Microsoft System Center Configuration Manager
(SCCM) with Operating System Deployment (OSD), Microsoft System Center Virtual
Machine Manager (SCVMM) and possibly System Center Operations Manager (SCOM).
EXECUTIVE SUMMARY
This is a support services contract for Microsoft Product Licensing and Maintenance as
described in the original Riverside County MEA, dated November 28, 2011 and goes through
December 31, 2016. The City of Palo Alto has used the Riverside MEA since 2005. This is a
renewal of the City’s MEA with a change of vendor providing the licenses and maintenance of
the licenses.
Riverside’s sheer volume of licenses of Microsoft products used has allowed them to
obtain deep discounts on these products. This discount is allowed to be passed on to
other agencies within the state. The Riverside agreement has various third party
April 23, 2012 Page 2 of 3
(ID # 2649)
suppliers of Microsoft products. Because of this it was necessary for the City to send out
a request for quotation to these vendors, so that the City would obtain the most
advantageous quote for the City’s needs.
BACKGROUND
The support services contract is for 4,260+/- licenses for the MEA software used by the City.
Each employee uses at least four Microsoft licensed products to perform their daily duties.
These licenses include, but are not limited to; Microsoft Office Suite, Microsoft Outlook,
Microsoft Calendar, etc. The MEA allows the City to keep up with the most current version of
Microsoft products with no additional cost to the City. Microsoft software is the standard for all
City departments. Microsoft is used for word processing, spreadsheet processing, database
creation and management, etc.
Support services consist of product support, including telephone technical assistance and
update subscription services providing Microsoft product upgrades, maintenance releases and
patches as Microsoft makes them available. The telephone assistance to be provided will take
the form of a 24 hours a day, 7 days a week support hotline available to only designated points
of contact (POC) defined by the City; as well as enjoy access to Microsoft’s on-line support
system.
CompuCom Systems, Inc. was chosen as the City’s provider of Microsoft products as it is an
approved vendor of Microsoft Products per the Riverside County MEA and a City issued RFQ.
Summary of City Piggyback Process [AKA PAMC 2.360 (k)]
Microsoft EA
Proposed Length of Project 60 months
Number of Solicitations Emailed to
Riverside Contract Providers
3
Total Days to Respond to Bid 8
Pre-Bid Meeting N/A
Number of Company Attendees at
Pre-Bid Meeting
N/A
Number of Bids Received: 2
Bid Price Range From a low of $210,617.28 per year to a high of
$225,676.86 per year.
Staff has reviewed all bids submitted and recommends that the bid of $210,617.28 per year
submitted by CompuCom Systems, Inc. be accepted.. Staff would utilize a standard contract
negotiated by Riverside County on behalf of State and local government entities. The Riverside
County contract RIVCO-20800-(002-007)-12/12 provides the City with a financial savings of
approximately $1,719.12 per year or $8,595.60 over the term of the contract.
April 23, 2012 Page 3 of 3
(ID # 2649)
RESOURCE IMPACT
The contract will be in the amount of $210,617.28 per year (plus applicable taxes) and the
funds are included in the FY 2012 Applications Maintenance Internal Service Fund Budget.
ENVIRONMENTAL ASSESSMENT
Approval of this contract amendment does not constitute a project under California
Environmental Quality Act (CEQA). Therefore, no Environmental Assessment is required.
Attachments:
Attachment A: County of Riverside Bid Response (PDF)
Attachment B: County of Riverside MEA AWARD (PDF)
Attachment C: County of Riverside Reseller Agreements AR-M550N_20120223_012330
(PDF)
Attachment D: County of Riverside MEA RFQ PUARC-1200 (PDF)
Attachment E: County of Riverside MEA Program form (PDF)
Attachment F: County of Riverside MEA Agreement 03.27 (PDF)
Attachment G: CompuCom Bid (PDF)
Attachment H: Late renewal ammendment (PDF)
Attachement I: Enrollment form (DOCX)
Attachement J: Product selection form (DOCX)
Attachment K: Signature_Page (PDF)
Prepared By: K.B. Paige, Senior Technologist
Department Head: Jonathan Reichental, Chief Information Officer
City Manager Approval: ____________________________________
James Keene, City Manager
PUARC-1200 RECAP
Version: 1
Bid: RFQ #PUARC-1200 - Microsoft Enterprise License
End Date: Oct. 11, 2011@1:30PM
Item Name
Applications Added at Signing 2%Added at Signing 1.25%Added at Signing 0.25%Added at Signing 0.00%Added at Signing -1.50%Added at Signing -2.50%
Applications True-ups 4%True-ups 1.25%True-ups 0.25%True-ups 0.00%True-ups -0.50%True-ups 0.00%
Systems Added at Signing 2%Added at Signing 1.25%Added at Signing 0.25%Added at Signing 0.00%Added at Signing -1.50%Added at Signing -2.50%
Systems True-ups 4%True-ups 1.25%True-ups 0.25%True-ups 0.00%True-ups -0.50%True-ups 0.00%
Servers Added at Signing 2%Added at Signing 1.25%Added at Signing 0.25%Added at Signing 0.00%Added at Signing -1.50%Added at Signing -2.50%
Servers True-ups 4%True-ups 1.25%True-ups 0.25%True-ups 0.00%True-ups -0.50%True-ups 0.00%
New Additional Products (Non-Specific) Added at Signing 2%Added at Signing 1.25%Added at Signing 0.25%Added at Signing 0.00%Added at Signing -1.50%Added at Signing -2.50%
New Additional Products (Non-Specific) True-ups 4%True-ups 1.25%True-ups 0.25%True-ups 0.00%True-ups -0.50%True-ups 0.00%
Level D-7.5 Cost plus mark up %Level D-7.5 Cost plus mark up %Level D-7.5 Cost plus mark up %
PC Mall Gov, Inc.
ExcelFormat : Bid Tabulation By Vendor
Dell Marketing, L.P.EnPointe Technologies Sales Inc Insight Public Sector, Inc.Softchoice Corporation
SUMMARY: Recap Cost is provided at a level D-7.5 cost plus mark up percentage (%). Negative numbers represent a "below cost" percentage.
The County has determined Insight Public Sector, Inc. to be the overall most responsive and responsible bidder for this commodity.
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.
CompuCom Systems, Inc.
Level D-7.5 Cost plus mark up %Level D-7.5 Cost plus mark up %Level D-7.5 Cost plus mark up %
DATE:11/9/2011
PUARC-1200
1 of 1
The County of Riverside Purchasing and Fleet Services
2980 Washington St. Riverside, CA 92503
Ph:(951) 955-4937 www.purchasing.co.riverside.ca.us
PCS: Ines Mark
Ph:(951) 955-4944
email: imark@co.riverside.ca.us
2980 WASHINGTON STREET • RIVERSIDE, CA 92504-4647 • (951) 955-4937 • FAX (951) 955-4946
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
County of Riverside Request for Quote # PUARC-1200
Purchasing & Fleet Services Closing Date: 10/11/2011@1:30 P.M.
Form # 116-101 RFQ Public Purchase Revision 04/12/11
1
REQUEST FOR QUOTE # PUARC-1200
Microsoft Enterprise License
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
County of Riverside Request for Quote # PUARC-1200
Purchasing & Fleet Services Closing Date: 10/11/2011@1:30 P.M.
Form # 116-101 RFQ Public Purchase Revision 04/12/11
2
INSTRUCTIONS TO BIDDERS
I. Vendor Registration – Unless stated elsewhere in this document, vendor must register online at www.Purchasing.co.riverside.ca.us and
http://http://www.publicpurchase.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 PublicPurchase.com. If submitting more than one bid, separate the bid documents.
IV. Pricing/Delivery/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 PublicPurchase.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 internet 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
fixed 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
XII. 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)
#116-110 Special Conditions/Response #116-130 Equipment Information Sheet
_X #116-260 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
_ #116-230 General Conditions - Equipment #116-220 General Conditions - Public Works
#116-240 General Conditions - Personal/Professional Service
To access any of these General Conditions go to www.purchasing.co.riverside.ca.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.
County of Riverside Request for Quote # PUARC-1200
Purchasing & Fleet Services Closing Date: 10/11/2011@1:30 P.M.
Form # 116-101 RFQ Public Purchase Revision 04/12/11
3
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.purchasing.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 CASH 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 1 hour prior to bid close time of 1:30 PM.
2.0 DEFINITIONS
A. Wherever these words occur in this RFQ, they shall have the following meaning:
B. “RFQ” shall mean Request for Quote.
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.
County of Riverside Request for Quote # PUARC-1200
Purchasing & Fleet Services Closing Date: 10/11/2011@1:30 P.M.
Form # 116-101 RFQ Public Purchase Revision 04/12/11
4
G. “COUNTY” shall mean the County of Riverside and its agencies.
H. “CCISDA” shall mean the California County Information Services Directors Association
I. “MISAC” shall mean the Municipal Information Systems Association
J. “LAR” 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
3.0 PURPOSE/BACKGROUND
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 RFQ. Microsoft has demonstrated flexibility in dealing with
CCISDA\MISAC 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 LAR within the State of California plus 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 participating 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.
County of Riverside Request for Quote # PUARC-1200
Purchasing & Fleet Services Closing Date: 10/11/2011@1:30 P.M.
Form # 116-101 RFQ Public Purchase Revision 04/12/11
5
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-ups 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 RFQ 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.
4.0 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
County of Riverside Request for Quote # PUARC-1200
Purchasing & Fleet Services Closing Date: 10/11/2011@1:30 P.M.
Form # 116-101 RFQ Public Purchase Revision 04/12/11
6
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) Government 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 Services
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 term 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:
http://www.microsoftvolumelicensing.com/userights/PL.aspx
e) To learn more about Product Use Rights, visit:
http://www.microsoftvolumelicensing.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.
County of Riverside Request for Quote # PUARC-1200
Purchasing & Fleet Services Closing Date: 10/11/2011@1:30 P.M.
Form # 116-101 RFQ Public Purchase Revision 04/12/11
7
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 1/3 of the total desktops
enrolled. Participants terminating prior to year 3 shall own licenses for 2/3 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 “true-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 DATES:
1. RELEASE OF REQUEST FOR QUOTATION September 20, 2011
2. DEADLINE FOR SUBMISSION OF QUESTIONS
Bidders must submit their questions online at
PublicPurchase.com. All questions submitted are within the
correct RFQ located on PublicPurchase.com.
Must be submitted by:
Date: October 3, 2011
Time: 1:30 PM
3. DEADLINE FOR QUOTATION SUBMITTAL
Bid results are posted on PublicPurchase.com
October 11, 2011 at 1:30 PM
4. TENTATIVE DATE FOR AWARDING CONTRACT 5-90 days, contingent upon
lowest bidder meeting all of the
bid specifications.
County of Riverside Request for Quote # PUARC-1200
Purchasing & Fleet Services Closing Date: 10/11/2011@1:30 P.M.
Form # 116-101 RFQ Public Purchase Revision 04/12/11
8
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 (Specifications)
Quotations will be evaluated based on relevant factors, including but not limited to the following:
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
e. 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.
County of Riverside Request for Quote # PUARC-1200
Purchasing & Fleet Services Closing Date: 10/11/2011@1:30 P.M.
Form # 116-101 RFQ Public Purchase Revision 04/12/11
9
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 www.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. If 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 County 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 incurred 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/services 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 County 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.
13.0 USE BY OTHER POLITICAL ENTITIES
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.
County of Riverside Request for Quote # PUARC-1200
Purchasing & Fleet Services Closing Date: 10/11/2011@1:30 P.M.
Form # 116-101 RFQ Public Purchase Revision 04/12/11
10
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
Planning
Stage
New Version
Rights
With Software Assurance, you receive new versions
of licensed software released during the term of your
agreement to deploy at your own pace as they
become available. You can reduce the costs
associated with acquiring new version releases and
immediately take advantage of the latest technology.
Spread
Payments
You can make payments annually, instead of making
one up-front payment. This helps you to reduce initial
costs and forecast annual software budget
requirements up to three years in advance.
Deployment
Stage
Packaged
Services:
Information
Work Solution
Services
These one- to three-day partner-managed workshops
help IT teams learn how desktop applications assist
support deployment, security, and infrastructure
business goals like project prioritization. You also
learn how to implement high-value projects in the IT
environment to maintain or accelerate productivity.
Workshops include Information Work Business Value
Discovery and Information Work Architectural Design
Session.
Microsoft
Windows Pre-
installation
Environment
(WinPE)
This is a tool based on the Windows Server® 2003
operating system and the Windows XP Professional
operating system that allows IT staff to build custom
solutions that speed up deployment through
automation, so they spend less time and effort
keeping desktops updated. WinPE can run Windows
setup, scripts, and imaging applications.
Using Stage Training
Vouchers
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
services on Microsoft technology. Taking training
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.
County of Riverside Request for Quote # PUARC-1200
Purchasing & Fleet Services Closing Date: 10/11/2011@1:30 P.M.
Form # 116-101 RFQ Public Purchase Revision 04/12/11
11
Exhibit A Cont’
Software Assurance Benefits:
eLearning
Courses
Microsoft’s eLearning provides your employees
access to individual, on-demand Microsoft software
courses. eLearning can be delivered online or offline
and includes simulations, hands-on exercises, and
learning assessments.
Home Use
Program
The Home Use Program increases employee
productivity and maximizes the value of your
Microsoft Office investment because with it, your
employees can use Office desktop programs for work
or personal needs.
Microsoft
Windows 7
Enterprise
Edition
The Windows 7 Enterprise Edition is optimized for
large organizations and includes features such as
data protection that safeguard lost or stolen PCs,
application compatibility, and the ability to deploy a
single image in multiple locations around the world
(per availability of Windows Vista), helping you to
lower your deployment and management costs.
Microsoft
Virtual PC
Express
Migrate legacy applications during an operating
system upgrade in a safe, protected way. Microsoft
Virtual PC Express supports a single instance of a
virtual operating system (in comparison, Virtual PC
2004 supports multiple instances). Virtual PC
Express will be made available to our Software
Assurance customers in early 2006, ahead of the
Windows Vista Enterprise Edition.
Maintenance
Stage
24 X 7
Problem
Resolution
Support
With Software Assurance, you can be continuously
connected with Microsoft for your support needs. You
can select the right level of help when you need it
with business-critical 24 hours a day, 7 days a week
phone support for all Microsoft server products,
Windows, and the 2007 Microsoft Office system, in
addition to unlimited Web support.
County of Riverside Request for Quote # PUARC-1200
Purchasing & Fleet Services Closing Date: 10/11/2011@1:30 P.M.
Form # 116-101 RFQ Public Purchase Revision 04/12/11
12
Exhibit A Cont’
Software Assurance Benefits:
Unlimited Web
Support
Complement your business-critical 24 hours a day, 7
days a week phone support with unlimited Web
support during business hours, and decide which
level of support is best for the issue. This helps you
lower your total cost of support and ownership
through time and gives you a choice for how to use
your direct connection to Microsoft.
TechNet Plus
Subscription
with Two
Support
Calls/Year
IT professionals have access to TechNet Plus
subscription media, featuring resources such as the
Microsoft Knowledge Base, software updates,
utilities, technical training, and how-to articles to help
them succeed. They also have access to additional
premium TechNet Plus benefits, including evaluation
software without time limits, pre-release versions of
Microsoft products, two technical support incidents
per year, and TechNet Plus Subscriber Online
Services. IT professionals can also access TechNet
Managed Newsgroups with more than 100 IT-related
newsgroups, where they can post technical questions
and are guaranteed responses by the next business
day.
“Cold”
Backups for
Disaster
Recovery
Customers with Software Assurance for Microsoft
server software, as well as related Client Access
Licenses, are eligible for complimentary "cold
backup" server licenses for disaster recovery.
Corporate
Error
Reporting
Corporate Error Reporting (CER) gives you a clear
and easy way to monitor and review error information
so you can control deployment of fixes and
resolutions. It provides the ability for applications and
the operating system to collect and report on crashes
in the system.
Transition
Extended Life-
cycle Hotfix
Support
Enter into Extended Hotfix Support Account (EHSA)
as hotfix issues arise. Annual fees and required sign-
up periods associated with EHSA are waived for
Software Assurance customers, increasing peace of
mind and reducing support costs. A Premier or
Essential Support agreement is a pre-requisite for
eligibility.
For more information about Software Assurance benefits, please visit:
http://www.microsoft.com/licensing/programs/sa
County of Riverside Request for Quote # PUARC-1200
Purchasing & Fleet Services Closing Date: 10/11/2011@1:30 P.M.
Form # 116-101 RFQ Public Purchase Revision 04/12/11
13
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 BOE 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: ____________________ FAX: _________________ E-Mail: ___________________________________
Length of time at this location: ______________ Number of Company Employees at this address: ________
If less than 6 month, list previous
Riverside County location: _____________________________________________________________________________________
Business License # (where applicable): __________________ Jurisdiction_________________________________________
Hours of Operation: __________________________________________________________________________________________
Primary function of this location (i.e., sales, distribution, production, corporate, etc):
__________________________________________________________________________________________
__________________________________________________________________________________________
_________________________________________ ________________
Signature of Company Official Date
_________________________________________________________________
Print Name, Title
Submittal of false data will result in disqualification of local preference and/or doing business with the
Riverside County.
Form # 116-260 Rev 8/04
1
CompuCom Systems Inc.
7171 Forest Lane
Dallas TX 75230
www.compucom.com
Wednesday, April 04, 2012
Adrian Brown, JD
Contract Administrator
Purchasing & Contract Administration
City of Palo Alto
Mezzanine Floor
250 Hamilton Ave
Palo Alto, CA 94303
Dear Mr. Brown,
Please find below our response for bid to renew your upcoming Microsoft Enterprise Agreement. This annual payment is
valid for either a 3 year or a 5 year term. Please let me know if you have any questions.
144913 Microsoft Enterprise License, Volume Licensing for City of Palo Alto, California; Piggyback to Riverside County,
California RFQ No. PUARC-1200 (MS Agreement Number 01E73134, Riverside Contract No. RIVCO-20800-002-12/12)
EA Annual Payment
Microsoft Part Number: Product Description: Unit Price: Quantity: Total:
269-12442 OfficeProPlus ALNG SA MVL Pltfrm $77.41 1000 $77,410.00
FQC-02460 WinPro ALNG SA MVL Pitfrm $28.44 1000 $28,440.00
W06-01072 CoreCAL ALNG SA MVL Pitfrm UsrCAL $29.41 1000 $29,410.00
359-00961 SQLCAL ALNG SA MVL UsrCAL $24.05 1000 $24,050.00
395-02504 ExchgSvrEnt ALGN SA MVL $595.99 3 $1,787.97
810-04760 SQLSvrEnt ALGN SA MVL $1,264.14 15 $18,962.10
9JD-00053 VSUltwMSDN ALGN SA MVL $1,503.14 4 $6,012.56
D87-01159 VisioPro ALGN SA MVL $78.29 40 $3,131.60
H21-00591 PrjctSvrCAL ALGN SA MVL UsrCAL $23.62 75 $1,771.50
H22-00475 PrjctSvr ALGN SA MVL $724.78 1 $724.78
H30-00238 PrjctPro ALGN SA MVL w1PRJCTSvrCAL $152.64 50 $7,632.00
P72-00188 WinSvrEnt ALGN SA MVL $346.82 15 $5,202.30
P73-00226 WinSvrStd ALGN SA MVL $106.71 57 $6,082.47
Total 4260 $210,617.28
2
Brief description of CompuCom’s value adds around the EA
CompuCom takes our Microsoft relationship seriously; Microsoft is worth 80% of our State of California Public Sector
software business, so we have to make sure we do it right! CompuCom employs 4 outbound (California based) Software
Specialists, plus 4 dedicated Software Only support personnel located in Dallas. These 8 specialists only support software
sales to State and Local Government in California.
Our 4 outbound CompuCom Software Licensing Specialists are Microsoft MCPs and SIIA Certified Software Managers;
they can help you maneuver around the intricacies of the Software Licensing Agreement’s language and definition.
Your CompuCom Local Software Licensing Specialist will guide you through the annual True-Up process by providing
detailed instructions and reports approximately 2 to 3 months prior to your anniversary date.
CompuCom's detailed reports help you anticipate annual payments for budget purposes, plus provide valuable
information when you’re counting your assets for future purchases.
Regards,
Miles Allarea
Software Solutions Specialist
Phone 916-934-6023
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. All prices are subject to change based on re-leveling
by Microsoft or change of reseller incentives by Microsoft.
EnrAmend(WW)(ENG)(Jul2011) Grace Period B
M55
B
Page 1 of 1
Enterprise Enrollment
Amendment ID M55
000-cgodfrey-S-386
For the purposes of this Amendment, “Entity” can mean the signing entity, Customer, Enrolled
Affiliate, Government Partner, Institution, or other party entering into a volume licensing program
agreement. Notwithstanding anything to the contrary or in addition to any terms in the Enrollment, the
Enrollment is amended as follows:
Entity may submit a renewal order no later than 90 days after the expiration date of
Enrollment/Authorization number 6880181, so long as the effective date of Entity’s renewal order
starts one day following the expiration of the previous term.
In the absence of this Amendment or an on-time renewal order, Entity loses the opportunity to
renew Software Assurance, and Subscription Licenses may be impacted.
This Amendment must be attached to a signature form to be valid.
Enterprise v 2011 Custom Riverside County Enrollment (North America)
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Page 1 of 10
Enterprise Enrollment
State and Local
Enterprise Enrollment number
(Microsoft to complete) Proposal ID
Previous Enrollment number
(Reseller to complete) 6880181 Earliest expiring previous
Enrollment end date 1 1/31/12
This Enrollment must be attached to a signature form to be valid.
This Microsoft Enterprise Enrollment is entered into between the entities as identified in the signature
form as of the effective date. Enrollment 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
form 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 http://www.microsoft.com/licensing/contracts. In the event of
any conflict the terms of this agreement control.
As a condition of entering into this Enrollment with 25-249 Qualified Devices or Qualified Users, the
Enrolled Affiliate agrees that (1) it also has 250 or more Qualified Devices or Qualified Users; or (2) as a
condition of entering into this Enrollment with 25-249 Qualified Devices or Qualified Users, Enrolled
Affiliate has elected not to receive CD ROMs as part of the Enrollment and therefore no CD ROMs will
automatically be shipped. If Enrolled Affiliate is enrolling with 25-249 Qualified Devices or Qualified Users
and it would like to receive CD ROM Kits and updates, Enrolled Affiliate may order these through its
Reseller for a fee
Effective date. If Enrolled Affiliate is renewing Software Assurance or Subscription Licenses from one or
more previous Enrollments or agreements, then the effective date will be the day after the first prior
Enrollment or agreement expires or terminates. Otherwise, the effective date will be the date this
Enrollment is accepted by Microsoft. If renewing Software Assurance, the Reseller will need to insert the
previous enrollment or agreement number and end date in the respective boxes above.
Term. This Enrollment will expire on the last day of the month, 60 full calendar months from the effective
date unless otherwise renewed. Any reference in this Enrollment to "day" will be a calendar day. The 60-
month initial term is required by the The County of Riverside as indicated in the original request for
proposal and final award. Customer may terminated this Enrollment for its convenience without penalty
on the third anniversary of this Enrollment (or at any other time as permitted by California law) subject to
proportional licensing as set forth in Section 7d of the Agreement.
Product order. 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.
Prior Enrollment(s). If renewing Software Assurance or Subscription Licenses from another Enrollment
or agreement, the previous Enrollment or agreement number and end date must be identified in the
respective boxes above. If renewing from multiple Enrollments or agreements, or transferring Software
Assurance or MSDN details, the Previous Agreement/Enrollment form must be used.
Enterprise v 2011 Custom Riverside County Enrollment (North America)
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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 Products
may only 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.
“Qualified Device” means any personal desktop computer, portable computer, workstation, or similar
device that is used by or 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).
“Qualified User” means a person (e.g., employee, consultant, contingent staff) who: (1) is a user of a
Qualified Device, or (2) accesses any server software requiring an Enterprise Product Client Access
License or any Enterprise Online Service. It does not include a person who accesses server software or
an Online Service solely under a License identified in the Qualified User exemptions in the Product List.
“Reserved License” means for an Online Service identified as eligible 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 another License(s). Products
eligible for 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.
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2. Purpose.
This Enrollment enables Enrolled Affiliate’s Enterprise to obtain, or subscribe to, Licenses for Enterprise
Products, Enterprise Online Services, and Additional Products. Enrolled Affiliate may choose between
on-premise software and Online Services as well as the ability to transition Licenses to Online Services
while maintaining Enterprise-wide coverage. Additionally, Enterprise Online Services may be purchased
without Enterprise-wide coverage.
3. Product Use Rights, Qualifying Systems Licenses and Transitions.
In addition to applicable terms of the Enterprise Agreement, the following terms apply to this Enrollment:
a. Product Use Rights. For Enterprise Products, if a new Product version has more restrictive
use rights than the version that is current at the start of the applicable initial or renewal term
of the Enrollment, those more restrictive use rights will not apply to the Enrolled Affiliate’s use
of that Product during the term.
b. Qualifying systems Licenses. The operating system Licenses granted under this program
is upgrade Licenses only. Full operating system Licenses are not available under this
program. If Enrolled Affiliate selects any Desktop Platform, Windows Desktop Operating
System Upgrade, or Windows Intune, all Qualified Devices on which Enrolled Affiliate expects
to run the Windows Desktop Operating System Upgrade must be licensed to run, and have
installed on them, one of the qualifying operating systems identified in the Product List. Note
that the list of operating systems that qualify for the Windows Desktop Operating System
Upgrade varies with the circumstances of the order. That list is more extensive at the time of
the initial order than it is for some subsequent orders and system refreshes during the term of
this Enrollment. Exclusions are subject to change when new versions of Windows are
released.
For example: The following are not considered qualifying operating systems: (1) ANY
Windows Home or Starter edition; (2) Embedded Systems; and (3) Linux.These are
examples of exclusions only and may change. Please see Product List for all current
qualifying operating systems.
c. Transitions. The following requirements apply to Transitions:
(i) Licenses with active Software Assurance or Subscription Licenses may be Transitioned
at any time if permitted in the Product List. While Enrolled Affiliate may Transition any
time, it will not be able to reduce Licenses or associated Software Assurance prior to the
end of the Transition Period.
(ii) If a Transition is made back to a License that had active Software Assurance as of the
date of Transition, then Software Assurance will need to be re-ordered for all such
Licenses on a prospective basis following the Transition Period. Software Assurance
coverage may not exceed the quantity of perpetual Licenses for which Software
Assurance was current at the time of any prior Transition. Software Assurance may not
be applied to Licenses transferred by Enrolled Affiliate.
(iii) If a device-based License is Transitioned to a user-based License, all users of the device
must be licensed as part of the Transition.
(iv) If a user-based License is Transitioned to a device-based License, all devices accessed
by the user must be licensed as part of the Transition.
d. Effect of Transition on Licenses. Transition will not affect Enrolled Affiliate’s rights in
perpetual Licenses paid in full.
(i) New version rights will be granted for perpetual Licenses covered by Software Assurance
up to the end of the Transition Period.
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(ii) 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 total of installments paid versus
total amounts due (paid and payable) for the Transitioned Product.
(iii) 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.
4. 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.
Microsoft’s prices for Resellers are fixed throughout the Enrollment term based upon current
prices at the time of the initial order for the Product. This includes the following:
(i) Any future pricing (if applicable); and
(ii) Prices for Transitions, including any prices related to the use of a Product during the
Transition Period (if applicable).
5. Order requirements.
a. Minimum Order Requirements. Enrolled Affiliate’s Enterprise must have a minimum of 25
Qualified Users or Qualified Devices.
(i) Initial Order. Initial order must include at least 25 Licenses from one of the four groups
outlined in the Product Selection Form.
(ii) If choosing Enterprise Products. If choosing Enterprise Products in a specific group
outlined in the Product Selection Form, Enrolled Affiliate’s initial order must include an
Enterprise-wide selection of one or more Enterprise Products or a mix of Enterprise
Products and corresponding Enterprise Online Services for that group.
(iii) Additional Products. Upon satisfying the minimum order requirements above, Enrolled
Affiliate may order Additional Products.
(iv) Country of Usage. Enrolled Affiliate must specify the countries where Licenses will be
used on its initial order and on any additional orders.
b. Adding Products.
(i) 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 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
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).
c. True-up orders. Enrolled Affiliate must submit an annual true-up order that accounts for
changes since the initial order or last true-up order, including: (1) any increase in Licenses,
including any increase in Qualified Devices or Qualified Users and Reserved Licenses; (2)
Transitions (if permitted); or (3) Subscription License quantity reductions (if permitted).
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Microsoft, at its discretion and as permitted by applicable law, may validate the customer
true-up data submitted through a formal product deployment assessment, using an approved
Software Asset Management (‘SAM’) Partner.
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.
(i) Enterprise Products. Enrolled Affiliate must determine the current number of Qualified
Devices and Qualified Users (if ordering user-based Licenses) and order the License
difference (if any), including any Enterprise Online Services.
(ii) Additional Products. For Products which have been previously ordered, Enrolled
Affiliate must determine the Additional Products used and order the License difference (if
any).
(iii) Online Services. For Online Services identified as eligible for true-up orders in the
Product List, Enrolled Affiliate must 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.
(iv) 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).
(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.
(vi) 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 commitment, 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 commitment,
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.
(vii) 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 anniversary date. The last update statement is due at least
30 days prior to the Expiration Date.
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d. Step-up Licenses. For Licenses eligible for a step-up under this Enrollment, Enrolled
Affiliate may step-up to a higher edition or suite as follows:
(i) For step-up Licenses included on an initial order, Enrolled Affiliate may order according to
the true-up process.
(ii) If step-up Licenses are not included on an initial order, Enrolled Affiliate may step-up
initially by following the process described in the Section titled “Adding new Products not
previously ordered,” then for additional step-up Licenses, by following the true-up order
process.
(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.
6. 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.
7. 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, 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 make a change to this
program that will make it necessary for Customer and its Enrolled Affiliates to enter into new
Agreements and Enrollments.
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%
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administrative fee for up to one year. If Enrolled Affiliate does want an Extended
Term, Government Partner must 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, Government
Partner must 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) Online Services not eligible for an Extended Term. If Online Services are not
identified as eligible for an Extended Term in the Product List, the Licenses will be
cancelled and will terminate as of the Expiration Date. Any associated media must be
uninstalled and destroyed and Enrolled Affiliate’s Enterprise must discontinue use.
Microsoft may request written certification to verify compliance.
(iv) Customer Data. Upon expiration or termination of a License for Online Services,
Enrolled Affiliate must tell Microsoft whether to:
1) disable its account and then delete its Customer Data (“Data Deletion”); or
2) retain its Customer Data in a limited function account for at least 90 days after
expiration or termination of the License for such Online Service (the “Retention
Period”) so that Enrolled Affiliate may extract its Customer Data.
3) If Enrolled Affiliate indicates Data Deletion, Enrolled Affiliate will not be able to extract
its Customer Data. If Enrolled Affiliate indicates it wants a Retention Period, Enrolled
Affiliate will be able to extract its Customer Data through Microsoft’s standard
processes and tools, and Enrolled Affiliate will reimburse Microsoft if there are any
applicable costs to the extent allowed by applicable law. If Enrolled Affiliate does not
indicate either Data Deletion or a Retention Period, Microsoft will retain Enrolled
Affiliate’s Customer Data in accordance with the Retention Period.
4) Following the expiration of the Retention Period, Microsoft will disable Enrolled
Affiliate’s account and then delete its Customer Data.
5) 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.
Enrolled Affiliate agrees 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 event of a breach by Microsoft, Microsoft will issue Reseller a
credit for any amount paid in advance that would apply after the date of termination.
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Enrollment Details
1. Enrolled Affiliate’s Enterprise.
Identify which Affiliates are included in the Enterprise. Check only one box in this section:
Enrolled Affiliate
Enrolled Affiliate and the following Affiliate(s):
Enrolled Affiliate and all Affiliates, with following Affiliate(s) excluded:
Please indicate whether the Enrolled Affiliate’s Enterprise will include all new Affiliates acquired after the
start of this Enrollment: Include 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.com/licensing/servicecenter.
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.
Name of entity (must be legal entity name)* City of Palo Alto
Contact name* First KB Last Paige
Contact email address* KB.Paige@cityofpaloalto.org
Street address* 250 Hamilton Ave
City* Palo Alto State/Province* CA
Postal code* 94301
(For U.S. addresses, please provide the zip + 4, e.g. xxxxx-xxxx)
Country* USA
Phone* 650-617-3109 Fax
Tax ID
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
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Page 9 of 10
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
Name of entity* CompuCom Systems, Inc
Contact name* First Bruce Last Valentin
Contact email address* bvalenti@compucom.com
Street address* 7171 Forest Lane
City* Dallas State/Province* TX
Postal code* 75230-
(For U.S. addresses, please provide the zip + 4, e.g. xxxxx-xxxx)
Country* USA
Phone* 972-856-4617 Fax
Language preference. Choose the language for notices. English
This contact is a third party (not the Enrolled Affiliate). Warning: This contact receives
personally identifiable information of the Customer and its Affiliates.
c. Microsoft Account Manager. Microsoft Account Manager for this Enrolled Affiliate is:
Microsoft account manager name: Gina Kirby
Microsoft account manager email address: gkirby@microsoft.com
d. Media delivery contact (DO NOT COMPLETE IF ATTACHING MEDIA ELECTION FORM).
This is the contact at the ship to/electronic delivery address.
Same as notices contact and Online Administrator
Name of entity* City of Palo Alto
Contact name: First* KB Last* Paige
Contact email address (required for online access)* KB.Paige@cityofpaloalto.org
Street address (no PO boxes accepted)* 250 Hamilton Ave
City* Palo Alto State/Province* CA
Postal code* 94301 -
(For U.S. addresses, please provide the zip + 4, e.g. xxxxx-xxxx)
Country* USA
Phone* 50-617-3109 Fax
e. Online Services Manager. This contact is authorized to manage the Online Services
ordered under the Enrollment and (for applicable Online Services) to add or reassign
Licenses, step-up, and initiate Transitions prior to a true-up order.
Same as notices contact and Online Administrator
Name of entity* City of Palo Alto
Contact name*: First KB Last Paige
Contact email address* KB.Paige@cityofpaloalto.org
Street address* 250 Hamilton Ave
City* Palo Alto State/Province* CA Postal code* 94301
Country* USA
Phone* 50-617-3109 Fax
This contact is from a third party organization (not the entity). Warning: This contact
receives personally identifiable information of the entity.
f. Reseller information. Reseller contact for this Enrollment is:
Reseller company name* CompuCom Systems, Inc.
Street address (PO boxes will not be accepted)* 7171 Forest Lane
City* Dallas State/Province* TX Postal code* 75230
Country* US
Contact name* Bruce Valentin
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Phone* 972-856-4617 Fax 972-856-0265
Contact email address* bvalentin@compucom.com
The undersigned confirms that the information is correct.
Name of Reseller*
Signature*
Printed name* Bruce E. Valentin
Printed title* Microsoft Licensing Specialist
Date*
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.
g. 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.
Additional notices contact
Software Assurance manager
Subscriptions manager
Customer Support Manager (CSM) contact
3. Financing elections.
Is a purchase under this Enrollment being financed through MS Financing? Yes, No.
EA-EASProdSelForm(US)SLG(ENG)(Oct2011) Page 1 of 3
Document X20-02722
Enterprise and Enterprise Subscription Enrollment Product
Selection Form – State and Local
Enrollment Number
Microsoft to complete for initial term
Reseller to complete for renewal 6880181
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: Professional Desktop
Qualified Devices: 1000 Qualified Users: 1000
Enterprise Online Services1
Step 2. Select the Products and Quantities Enrolled Affiliate is ordering on its initial Enrollment
Order. Quantity may not include any Licenses which Enrolled Affiliate has selected for optional
future use, or to which it is transitioning or stepping up within enrollment term. Products for which
the Enrolled Affiliate has an option to transition or step-up should be listed in Step 3.
Products2 Quantity
Office Professional Plus
Office Pro Plus 1000
Office Pro Plus for Office 365
Office 365 Plans1
Office 365 (Plan E1)
Office 365 (Plan E2)
Office 365 (Plan E3)
Office 365 (Plan E4)
Client Access License (CAL). Choose 1 Option.
Core CAL, including Bridge CAL’s (if applicable)
Core CAL 1000
Core CAL Bridge 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 Bridge 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
licensing CAL per Device or User: User
Windows Desktop
Windows OS Upgrade 1000
Windows VDA
Windows Intone
Windows Intune
Windows Intune Add-on3
Other Enterprise Products
Microsoft Desktop Optimization Pack (MDOP)4
EA-EASProdSelForm(US)SLG(ENG)(Oct2011) Page 2 of 3
Document X20-02722
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):
Products2
Office Pro Plus for Office 365
Office 365 (Plan E1)
Office 365 (Plan E2)
Office 365 (Plan E3)
Office 365 (Plan E4)
Enterprise CAL (ECAL) Step-up, including Bridge CALs
Windows Intune
Windows Intune Add-on3
Step 4. Establish the Enrolled Affiliate’s Price Level. Enrolled Affiliate must first count the quantity of
Software Assurance and Licenses in each of the groups as described below by using the
quantities entered in the above table. If Enrolled Affiliate does not order an Enterprise Product or
Enterprise Online Service associated with an applicable Product pool, the price level for
Additional Products in the same pool will be price level “D” throughout the term of the Enrollment.
Do not include Bridge CALs, as License quantities are determined by the corresponding
Enterprise Online Service(s).
Products Price
Group Qty from above Qty Price
Level
Office Professional Plus + Office
Professional Plus for Office 365 +
Office 365 (Plans E2–E4)
1 1000
250 and
Above D
Client Access License +
Office 365 (Plans E1-E4) 2 1000
Client Access License + Windows
Intune Add-on + Windows Intune 3 1000
Windows Desktop Upgrade +
Windows VDA + Windows Intune 4 1000
Product Offering/Pool Price
Level
Enterprise Products and Enterprise Online Services: Set price level using the
highest quantity from Groups 1 through 4 D
Additional Product Application Pool: Set price level using quantity from Group 1 D
Additional Product Server Pool: Set price level using the highest quantity from
Group 2 or 3 D
Additional Product Systems Pool: Set price level using quantity from Group 4 D
1 Enterprise Online Services may not be available in all locations. Please see the Product List for a list of locations
where these may be purchased. 2 Additional Products may be included on the order, but are not selected on this form. 3 Windows Intune Add-on requires purchase of Windows OS Upgrade or Windows VDA. 4 MDOP requires purchase of Windows OS Upgrade, Windows VDA, or Windows Intune.
EA-EASProdSelForm(US)SLG(ENG)(Oct2011) Page 3 of 3
Document X20-02722
This form must be attached to a signature form to be valid.
Quoted to:City of Palo Alto
Darren Numoto
Darren.Numoto@CityofPaloAlto.org
Date 5/05/16
One-time price to add licenses & software assurance in year
5 of EA agreement 6849237 (through 1/31/17).
Quantity Part #Description Unit Price Ext. Price
250 AAA-11894 O365GovE3 ShrdSvr ALNG SubsVL MVL PerUsr (9 mnths rmng)137.25$ 34,312.50$
100 3NS-00003
ExchgOnlnPlan2Gov ShrdSvr ALNG SubsVL MVL PerUsr (9
mnths rmng)48.06$ 4,806.00$
-$
-$
-$
-$
-$
-$
-$
Product-total 39,118.50$
Sub-Total 39,118.50$
Tax Electronic Software Delivery - non-taxable -$
Shipping No Charge
Total 39,118.50$
Prices good for 30 days
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
SoftwareONE) 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. Public Sector Disclosure: CompuCom may receive incentive fees for public
sector EA transactions.
Quoted by Aaron Liggitt, SoftwareOne 7171 Forest Lane, Dallas TX 75230
SoftwareOne - software quote
Phone 916-735-3942 aaron.liggitt@softwareone.com
Important: Please provide the email address of the recipient designated to receive a SoftwareONE
"order confirmation"
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.