HomeMy WebLinkAbout2021-12-13 (Regular) Meeting Agenda Packet
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1000 Englewood Parkway
2nd floor Community Room
Englewood, CO 80110
AGENDA
City Council Regular Meeting
Monday, December 13, 2021 ♦ 7:00 PM
City Council will meet for an Annual Holiday Dinner at Calore from 5:30 to 6:30 p.m. This
meeting will begin at 7:00 p.m.
To view the meeting, please follow this link to our YouTube live stream link:
https://www.youtube.com/watch?v=gYHb8dteGK0
1. Call to Order
2. Pledge of Allegiance
3. Roll Call
4. Study Session Topic
5. Consideration of Minutes of Previous Session
a. Minutes of the Regular City Council Meeting of December 6, 2021.
5a
6. Appointments, Communications, Proclamations, and Recognition
7. Recognition of Scheduled Public Comment
The deadline to sign up to speak for Scheduled Public Comment is Wednesday by 5 p.m.,
prior to the meeting, through the City Clerk’s Office. This is an opportunity for the public to
address City Council. There is an expectation that the presentation will be conducted in a
respectful manner. Council may ask questions for clarification, but there will not be any
dialogue. Please limit your presentation to five minutes. Written materials for presentation to
Council may be submitted to the City Clerk.
8. Recognition of Unscheduled Public Comment
If you would like to sign-up to speak for public comment at the upcoming City Council
meeting on Monday, December 13th, please visit
https://englewoodco.zoom.us/webinar/register/WN_wTzNmZ4cQ-eep6tA1tqfXA and
register, or plan to attend the meeting in person at 1000 Englewood Pkwy, Second
Floor Community room.
If registering to speak virtually, you will receive a unique and personalized invitation by email
to join the meeting. Every speaker who wants to register should sign-up with their own email
address. If you do not have an email address or if you have any questions regarding this
process, please reach out to the City Clerk's Office at CityClerk@englewoodco.gov or call 303-
762-2430.
Page 1 of 432
Englewood City Council Regular Agenda
December 13, 2021
Please note: If you have a disability and need auxiliary aids or services, please notify the City of Englewood
(303-762-2405) at least 48 hours in advance of when services are needed.
Citizens may also submit written public comments to the City Clerk's Office at
CityClerk@englewoodco.gov until 12 p.m.Tuesday, December 14th.
This is an opportunity for the public to address City Council. There is an expectation that the
presentation will be conducted in a respectful manner. Council may ask questions for
clarification, but there will not be any dialogue. Please limit your presentation to 3 minutes.
Council Response to Public Comment.
9. Consent Agenda Items
a. Approval of Ordinances on First Reading
b. Approval of Ordinances on Second Reading.
c. Resolutions and Motions
i. A Resolution establishing the annual salary for the presiding Municipal Court
Judge of the city of Englewood, Colorado.
9ci
Staff recommends City Council approve a resolution establishing the annual
salary for the presiding municipal court judge of the City of Englewood. Staff:
Court Administrator Kennetha Julien
ii. The Information Technology department is renewing the Microsoft Enterprise
Licensing agreement. This is a 3 year agreement totaling $883,123.47 which is
$294,374.49 annually.
9cii
Staff recommends City Council approve a Resolution for a renewal contract
with Microsoft for a 3 year Enterprise Licensing agreement in the amount of
$883,123.47. Staff: Director of Information Technology Jeromy King and
IT Operations Manager Brad Creager
iii. 2022 outside legal services for items related to CityCenter
9ciii
Staff recommends city council approve, by motion, a 2022 Professional
Services Agreement Renewal Extension with Kaplan Kirsch & Rockwell LLP
(KKR) from January 1 through June 30, 2022. Staff: Director of Community
Development Brad Power and Redevelopment Manager Dan Poremba
10. Public Hearing Items
11. Ordinances, Resolutions and Motions
a. Approval of Ordinances on First Reading
i. CB 53 - After temporarily extending Covid-related public consumption areas,
City Council requested presentation of an Ordinance to amend Municipal Code
to permanently provide for authorized public areas for public consumption of
alcohol
Page 2 of 432
Englewood City Council Regular Agenda
December 13, 2021
Please note: If you have a disability and need auxiliary aids or services, please notify the City of Englewood
(303-762-2405) at least 48 hours in advance of when services are needed.
CB 53 - 11ai
Staff recommends City Council approve a Bill for an Ordinance for public
consumption areas in the City of Englewood. Staff: City Attorney Tamara
Niles
b. Approval of Ordinances on Second Reading
c. Resolutions and Motions
i. Resolution authorizing submittal of a grant application in the amount of
$22,750,000 to the Federal Emergency Management Agency (FEMA) for
funding of the South Englewood Flood Reduction Project (Stormwater Master
Plan Projects S1 and S2).
11ci
Staff recommends City Council approve a Resolution authorizing the submittal
of a grant application in the amount of $22,750,000 to the Federal Emergency
Management Agency for funding of the South Englewood Flood Reduction
Project. Staff: Public Works Director Maria D'Andrea and Stormwater
Program Manager Carrie Evenson
ii. In July of 2020, the City Council adopted a strategic plan which is set to expire
in December, 2022. In December, 2021, staff will provide Council with an
update on strategic plan implementation and propose (1) a new structure for
the strategic plan; (2) a public engagement process to set priorities in the
strategic plan; and (3) a January, 2022 Council Retreat focused on the
strategic plan
11cii
Staff recommends City Council approve, by Motion, revisions to the structure of
the Englewood Strategic Plan. Staff: Assistant City Manager Tim Dodd
iii. Creation of City Charter Advisory Committee
11ciii
Staff recommends City Council approve a Resolution to create a 9-member ad
hoc City Charter Advisory Committee to study the City Charter and propose
revisions for consideration by City Council. Staff: City Attorney Tamara Niles
12. General Discussion
a. Mayor's Choice
b. Council Members' Choice
13. City Manager’s Report
14. Adjournment
Page 3 of 432
MINUTES
City Council Regular Meeting
Monday, December 6, 2021
1000 Englewood Parkway - 2nd Floor Community Room
6:00 PM
1 Call to Order
The regular meeting of the Englewood City Council was called to order by Mayor
Sierra at 6:00 p.m.
2 Pledge of Allegiance
The Pledge of Allegiance was led by Mayor Sierra.
3 Roll Call
COUNCIL PRESENT: Mayor Othoniel Sierra
Mayor Pro Tem Steven Ward
Council Member Joe Anderson
Council Member Chelsea Nunnenkamp
Council Member Rita Russell
Council Member Cheryl Wink, joined the meeting virtually at 6:02 p.m.
Council Member Jim Woodward
COUNCIL ABSENT: None
STAFF PRESENT: City Manager Lewis
City Attorney Niles
City Clerk Carlile
Assistant City Manager Dodd
Deputy City Clerk Truscott Reed
Director of Finance Loh
Director of Community Development Power
Director of Public Works D'Andrea
Director of Parks, Recreation, Library, and Golf Underhill
Director of Utilities and South Platte Renew Van Ry
Director of Communications Harguth
Finance Manager Engels, Finance
Neighborhood Resources Coordinator Hinkfuss
Deputy Director of Engineering Hoos, Public Works
Parks Supervisor Holt, Parks, Recreation, Library, and Golf
Page 1 of 7
Draft
Page 4 of 432
City Council Regular
December 6, 2021
Redevelopment Manager Poremba, Community Development
Economic Development Manager Hollingsworth, Community Development
Open Space Activities Supervisor Peterson, Parks, Recreation, Library, and
Golf
Planning Manager Burkholder, Community Development
Manager of Open Space Lee, Parks, Recreation, Library, and Golf
Network Administrator Hunnicutt, Information Technology
System Administrator Munnell, Information Technology
Officer Martinez, Police Department
4 Appointments, Communications, Proclamations, and Recognition
a) City Council honored the top 13 students whose artwork will be featured in the
2022 student art calendar.
Gracie Assell Grade 3 at All Souls Catholic School
Makayla Dozeman Grade 4 at Clayton Elementary School
Holly Frazier Grade 9 at Colorado's Finest High School of Choice
Ava Diller Grade 10 at Englewood High School
Esmeralda Gomez Grade 12 at Englewood High School
Clare Good Grade 7 at All Souls Catholic School
Jade Guttormson Grade 10 at Englewood High School
Kiera Kapler Grade 5 at Charles Hay World School
Kaylee McCaskey Grade 10 at Englewood High School
Trevor McIntyre Grade 12 at Colorado's Finest High School of Choice
Liliana Sengolez Grade 12 at Englewood High School
Teddy Shier Grade 12 at Colorado's Finest High School of Choice
Trinidy Weber Grade 11 at Englewood High School
5 Study Session Topic
a) Director of Public Works Maria D'Andrea, Director of Finance Jackie Loh, and
Finance Manager Kevin Engels were present to discuss the payoff of the
Certificates of Participation and the dissolution process for the Englewood
Environmental Foundation.
b) Englewood Utilities and South Platte Renew Director Pieter Van Ry and
Utilities Deputy Director of Engineering Steve Simon were present to discuss
upcoming project development activities for piping the remaining open channel
reaches of City Ditch between Chatfield Reservoir and the Allen Water
Treatment Plant.
c) Assistant City Manager Tim Dodd was present to discuss an update on
potential changes to the strategic plan.
6 Consideration of Minutes of Previous Session
a) Minutes of the Regular City Council Meeting of November 15, 2021.
Moved by Council Member Joe Anderson
Page 2 of 7
Draft
Page 5 of 432
City Council Regular
December 6, 2021
Seconded by Council Member Chelsea Nunnenkamp
APPROVAL OF THE MINUTES OF THE SPECIAL/REGULAR CITY COUNCIL
MEETING OF NOVEMBER 15, 2021
For Against Abstained
Othoniel Sierra x
Steven Ward x
Joe Anderson (Moved By) x
Chelsea Nunnenkamp (Seconded
By)
x
Rita Russell x
Cheryl Wink x
Jim Woodward x
7 0 0
Motion CARRIED.
7 Recognition of Scheduled Public Comment
a) Ed Kahn, an Englewood resident, was scheduled to address Council but was
not present.
b) Jesse Vogel was scheduled to address Council but was not present.
c) Marcia McGilley addressed Council regarding the Small Business Economic
Impact update.
d) Patty Meek, an Englewood resident, was scheduled to address Council but
was not present.
8 Recognition of Unscheduled Public Comment
a) There were no citizens signed up for unscheduled public comment.
Council Member Anderson responded to Public Comment.
9 Consent Agenda Items
Council Member Russell removed Agenda Item 9(c)(i) from Consent Agenda.
Moved by Mayor Pro Tem Ward, seconded by Council Member Anderson to approve
Consent Agenda Items 9(b)(i) and 9(c)(ii-v).
a) Approval of Ordinances on First Reading
There were no Ordinances on First Reading.
b) Approval of Ordinances on Second Reading.
Page 3 of 7
Draft
Page 6 of 432
City Council Regular
December 6, 2021
i) CB 54 - Sale of the Metro Fire Training Center to South Metro Fire
Rescue Protection District.
ORDINANCE NO. 55, SERIES OF 2021 (COUNCIL BILL NO. 54,
INTRODUCED BY COUNCIL MEMBER ANDERSON)
AN ORDINANCE AUTHORIZING THE SALE OF THE METRO FIRE
TRAINING CENTER TO SOUTH METRO FIRE RESCUE
PROTECTION DISTRICT.
c) Resolutions and Motions
i) The City of Englewood becoming a Bee City USA member.
Moved by Council Member Jim Woodward
Seconded by Council Member Rita Russell
[Clerks Note: This agenda item was removed from the Consent Agenda
Motion and considered independently.]
RESOLUTION NO. 43, SERIES OF 2021
A RESOLUTION DESIGNATING ENGLEWOOD AS A BEE CITY USA®
AFFILIATE.
For Against Abstained
Othoniel Sierra x
Steven Ward x
Joe Anderson x
Chelsea Nunnenkamp x
Rita Russell (Seconded By) x
Cheryl Wink x
Jim Woodward (Moved By) x
7 0 0
Motion CARRIED.
ii) Resolution appointing Council members to various boards, committees,
and commissions.
RESOLUTION NO. 41, SERIES OF 2021
A RESOLUTION APPOINTING COUNCIL MEMBERS TO BOARDS,
COMMISSIONS AND COMMITTEES FOR THE CITY OF
ENGLEWOOD.
iii) Resolution establishing the annual salary for the City Manager and City
Attorney
Page 4 of 7
Draft
Page 7 of 432
City Council Regular
December 6, 2021
RESOLUTION NO. 42, SERIES OF 2021
A RESOLUTION ESTABLISHING THE ANNUAL SALARY FOR THE
CITY MANAGER AND CITY ATTORNEY OF THE CITY OF
ENGLEWOOD, COLORADO.
iv) Renewal and amendment of an existing Agreement with EST, Inc.
Approval of a contract with EST, Inc for On-Call Engineering Services
in the amount of $200,000.
v) Malley Trust Fund Social Pass Expenditure
Approval of a Malley Center Trust Fund expenditure to pay the fees for
Social Passes for 2022 in the amount of $20,000.
Moved by Council Member Steven Ward
Seconded by Council Member Joe Anderson
Approval of Consent Agenda Items 9(b)(i) and 9(c)(ii-v).
For Against Abstained
Othoniel Sierra x
Steven Ward (Moved By) x
Joe Anderson (Seconded By) x
Chelsea Nunnenkamp x
Rita Russell x
Cheryl Wink x
Jim Woodward x
7 0 0
Motion CARRIED.
10 Public Hearing Items
No public hearing was scheduled before Council.
11 Ordinances, Resolutions and Motions
a) Approval of Ordinances on First Reading
There were no Ordinances on First Reading.
b) Approval of Ordinances on Second Reading
Page 5 of 7
Draft
Page 8 of 432
City Council Regular
December 6, 2021
There were no additional Ordinances on Second Reading. (See Agenda Item
9(b)(i).)
c) Resolutions and Motions
i) Contract with American Civil Constructors to provide construction
services to finalize park amenity improvements at Jason Park in the
amount of $624,756.
Moved by Council Member Joe Anderson
Seconded by Council Member Chelsea Nunnenkamp
Approval of a contract with American Civil Constructors for construction
services to finalize park amenity improvements at Jason Park in the
amount of $624,756.
For Against Abstained
Othoniel Sierra x
Steven Ward x
Joe Anderson (Moved By) x
Chelsea Nunnenkamp (Seconded
By)
x
Rita Russell x
Cheryl Wink x
Jim Woodward x
7 0 0
Motion CARRIED.
ii) City's contract with MV Transportation expires December 31, 2021.
Council approval is needed for the 2022 renewal agreement for trolley
operations to continue.
Moved by Council Member Jim Woodward
Seconded by Council Member Joe Anderson
Approval of Renewal Agreement Number 1 with MV Transportation for
the 2022 operation of the Englewood Trolley in the amount of
$394,617.60.
For Against Abstained
Othoniel Sierra x
Steven Ward x
Joe Anderson (Seconded By) x
Chelsea Nunnenkamp x
Rita Russell x
Cheryl Wink x
Page 6 of 7
Draft
Page 9 of 432
City Council Regular
December 6, 2021
Jim Woodward (Moved By) x
7 0 0
Motion CARRIED.
12 General Discussion
a) Mayor's Choice
b) Council Members' Choice
13 City Manager’s Report
14 City Attorney’s Report
a) City Charter Review Advisory Committee
15 Adjournment
MAYOR SIERRA MOVED TO ADJOURN. The meeting adjourned at 8:32 p.m.
City Clerk
Page 7 of 7
Draft
Page 10 of 432
COUNCIL COMMUNICATION
TO: Mayor and Council
FROM: Kennetha Julien
DEPARTMENT: Municipal Court
DATE: December 13, 2021
SUBJECT:
A Resolution establishing the annual salary for the presiding
Municipal Court Judge of the city of Englewood, Colorado.
DESCRIPTION:
A Resolution establishing the annual salary for the presiding Municipal Court Judge of the city of
Englewood, Colorado.
RECOMMENDATION:
Staff recommends City Council approve a resolution establishing the annual salary for the
presiding municipal court judge of the City of Englewood.
PREVIOUS COUNCIL ACTION:
City Council approved the 2022 City of Englewood budget (October 18, 2022), which included a
3.5 percent increase in City employee salaries.
SUMMARY:
The City of Englewood Council Policies and Procedures places responsibility for establishing
the salary for the Presiding Municipal Court Judge with the City Council. City Council approved
the 2022 City of Englewood budget, which included a 3.5 percent increase in City employee
salaries.
ANALYSIS:
Pursuant to the City of Englewood Council Policies and Procedures, Human Resources
conducted an annual salary survey of the Presiding Municipal Court Judge classification. The
results of the salary survey support a salary increase of 3.5 percent for the Presiding Municipal
Court Judge classification, which is consistent with Council's approval of a 3.5 percent salary
increase for all City employees in the 2022 budget.
In order to increase the salary of the Presiding Municipal Court Judge in accordance with the
annual salary survey results and the City Council approved 2022 budget, City Council must
specifically authorize the salary increase.
CONCLUSION:
Staff recommends City Council approve a resolution establishing the annual salary for the
presiding municipal court judge of the City of Englewood.
FINANCIAL IMPLICATIONS:
Page 11 of 432
The funding sources for this resolution are budgeted for in the 2022 budget from the General
Fund.
CONNECTION TO STRATEGIC PLAN:
This action will support Governance and ensure salary competitiveness in the market.
ATTACHMENTS:
Resolution
Salary Survey 2021
Page 12 of 432
RESOLUTION NO. _____
SERIES OF 2021
A RESOLUTION ESTABLISHING THE ANNUAL SALARY FOR THE
MUNICIPAL COURT JUDGE OF THE CITY OF ENGLEWOOD, COLORADO.
WHEREAS, Article IX, Part II, of the Englewood Home Rule Charter places responsibility for
establishing the salary for the Municipal Court Judge with the City Council; and
WHEREAS, the City Council has determined that the salary of the Municipal Court Judge shall
be adjusted annually to reflect market salary levels of Presiding Municipal Court Judges in the Denver
Metro Area.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
ENGLEWOOD, COLORADO, THAT:
Section 1. The annual salary for the Municipal Court Judge shall be increased by 3.5 percent
commencing with the first pay period of January, 2022.
ADOPTED AND APPROVED this 13th day of December, 2021.
ATTEST: _______________________________
Othoniel Sierra, Mayor
__________________________________
Stephanie Carlile, City Clerk
I, Stephanie Carlile, City Clerk for the City of Englewood, Colorado, hereby certify the above is a true
copy of Resolution No. _____, Series of 2021.
______________________________
Stephanie Carlile
Page 13 of 432
PRESIDING MUNICIPAL JUDGE SALARY SURVEY 2021
Salary info provided from survey conducted in October of 2021 by HR and
Judge Jefferson with available info to date unless otherwise noted.
City Salary Comments
Arvada $154,500 Council approved increase in 2021, prior salary was $150,000
(new Judge hired 1/4/21)
Aurora $175,176 Last increase (3%) on 12.19.20
Boulder $136,000 -
$217,776
No DV cases. Last increase to $174,193 in September 2019
Broomfield $170,056 Current as of October 2021
Colorado Springs $147,517 Position is PT Judge/PT Court Administrator; last increase was
on 6/27/21 (3%). Historically less than full time position.
Denver $187,655 Received a 2.4% increase on 7/1/19; no increases since
Fort Collins $165,000 Current Judge hired in position July 2020; no increase since
being hired. Historically less than full time position.
Lakewood $168,685
+ any increases
from 2020
Information from July/August 2020, no response to HR in
2021
Littleton $105/hr Base pay of $84,444 for 67 hours per month; after 67 hours,
receive hourly rate of $105. No DV cases.
Thornton $170,000+ Position is currently vacant and advertised as $170k+ starting
Westminster $175,000
+ any increases
from 2020
Last update from July/August 2020, no response to HR in
2021
Englewood
$153,323
Last pay rate change: 01/04/2021
Percent change: 2.50 %
Page 14 of 432
COUNCIL COMMUNICATION
TO: Mayor and Council
FROM: Brad Creager, Jeromy King
DEPARTMENT: Information Technology
DATE: December 13, 2021
SUBJECT: Renewal of Microsoft Enterprise Agreement
DESCRIPTION:
The Information Technology department is renewing the Microsoft Enterprise Licensing
agreement. This is a 3 year agreement totaling $883,123.47 which is $294,374.49 annually.
RECOMMENDATION:
Staff recommends that Council approve by resolution the Microsoft Enterprise three year
agreement through Insight Public Sector, Inc. in the amount of $883,123.47 or $294,274.49
annually
SUMMARY:
The Information Technology (IT) Department, which is responsible for the licensing of all City
computers and servers, recommends the approval of a three-year Microsoft Enterprise
agreement. This builds on an existing three year agreement, approved in 2018, through a State
of Colorado cooperative purchasing agreement.
ANALYSIS:
The Information Technology Department is responsible for the licensing of all City computers
and servers. The City of Englewood primarily uses Microsoft products for personal computers
(PC), server operating systems, databases, Office products and the Office 365 Suite. For each
installed or subscribed instance of the Microsoft product a license must be purchased for the
City to use the product. Renewing the agreement eliminates lapse in maintenance and support.
In November 2018, the City of Englewood entered into a three-year enterprise agreement with
Microsoft and its reseller, Insight Public Sector using the State of Colorado cooperative
purchasing agreement. The enterprise agreement is up for renewal with a new three-year term.
The Enterprise agreement consists of Microsoft software licensing for Windows Operating
System and includes all updates and upgrades for client licenses, SQL (database engine),
Systems Management Server (SMS), Windows Server Licenses, Windows Server Client Access
licenses, Office 365 Suite and Office Pro Plus and brings the City into compliance with licensing.
As Microsoft updates their licensing structure and pricing annually entering in the three year
agreement locks in our pricing for three years. The enterprise agreement consists of Microsoft
software licensing for Windows Operating System and includes all updates and upgrades for
client licenses, SQL (database engine), Systems Management Server (SMS), Windows Server
Licenses, Windows Server Client Access licenses, Office 365 Suite and Office Pro Plus and
brings the City into compliance with licensing. As Microsoft updates their licensing structure and
pricing annually entering in the three year agreement locks in our pricing for three years.
Page 15 of 432
The State of Colorado agreement with Microsoft through Insight Public Sector allows the city to
get the best pricing. The attached quote provided by Insight Public Sector is based on pricing in
the cooperative purchasing agreement with the State of Colorado. According to CRS 24-110-
201(5) The State of Colorado allows the City to use the cooperative purchasing agreements the
state has negotiated. Cooperative purchasing complies with the City's Purchasing Policies &
Procedures, Section XIII - Competitive Bidding Requirements, using cooperative purchasing
whenever possible through the State bid list as well as other organizations. The attached quote
provided by Insight Public Sector is based on pricing in the cooperative purchasing agreement
with the State of Colorado. According to CRS 24-110-201 (5) The State of Colorado allows the
City to use the cooperative purchasing agreements the state has negotiated. Cooperative
purchasing complies with the City's Purchasing Policies & Procedures, Section XIII -
Competitive Bidding Requirements, using cooperative purchasing whenever possible through
the State bid list as well as other organizations.
FINANCIAL IMPLICATIONS:
The agreement is a three year agreement that totals $883,123.47 which will be paid in three
annual payments, year one $294,374.49, year two $294,374.49 and year three $294,374.49.
This covers all of the City's Microsoft software currently in use. The budget for renewing
Microsoft licenses was included in the Information Technology Department/Software/Hardware
Maintenance in the adopted FY-2022 Budget.
CONNECTION TO STRATEGIC PLAN:
Licensing compliance is in line with Governance in the Strategic Plan
ATTACHMENTS:
Contract Approval Summary - Microsoft.pdf
1021-City of Englewood7-MSEA-EGP_as-is renewal_V7.pdf
Insight 2017-0000-0000-0000-0105 NASPO_Redacted.pdf
Microsoft Licensing Docs.pdf
Page 16 of 432
RESOLUTION NO. _____
SERIES OF 2021
A RESOLUTION AWARDING A CONTRACT FOR THE RENEWAL OF
A MICROSOFT LICENSE FROM INSIGHT PUBLIC SECTOR, INC TO
MAINTAIN THE CURRENT OPERATING SYSTEM FOR THE CITY OF
ENGLEWOOD’S NETWORK, UNDER THE TERMS OF A STATE OF
COLORADO COOPERATIVE PURCHASING AGREEMENT.
WHEREAS, Section 116(b) of the Englewood Home Rule Charter, allow contracts for public
works or improvements associated with capital improvements to be negotiated, provided
that contracts for which no competitive bids have been requested are approved and
accepted by Resolution setting forth the reason for the exception to the competitive bidding
requirement;
WHEREAS, Section 4-1-3-1 of the Englewood Municipal Code allows for the
purchase of materials, equipment, machinery or devices without competitive bids where
the standardization of such materials and equipment is necessary to ensure the proper
functioning of existing equipment, machinery or devices and/or to prevent the duplication
of existing equipment;
WHEREAS, the Englewood Information Technology Department proposes to renew the City’s
Microsoft license to maintain and continue the use of its operating system for the City’s computer
network is in the best financial interests of the City;
WHEREAS, the City, as a municipality, has the opportunity to take advantage of the pricing
offered through the NASPO ValuePoint Software Master Agreement, by way of Insight Public
Sector, Inc., a State of Colorado reseller which has been utilized by the State of Colorado, and
makes its negotiated agreement available for local jurisdictions to take advantage of the pricing
structure negotiated through the cooperative bidding process;
WHEREAS, the funds for the purchase would come from the Information Technology budget;
and
WHEREAS, the cost of the new license is $294.274.49 annually.
.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF ENGLEWOOD, COLORADO, AS FOLLOWS:
Section 1. The Englewood City Council hereby authorizes the purchase of a renewed Microsoft
license from Insight Public Sector, Inc. to continue to use the current operating system for the City
Englewood’s computer network system, utilizing the NASPO ValuePrice Software Master
Agreement in lieu of the internal competitive bid process as allowed by Section 116(b) of the
Englewood Home Rule Charter, and Section 4-1-3-1(A) of the Englewood Municipal Code, in the
amount of $294,274.49 annually, as set forth in the Insight Public Sector, Inc. proposal and contract
documents attached hereto as Exhibit A.
Page 17 of 432
ADOPTED AND APPROVED this 13th day of December, 2021.
ATTEST:
Othoniel Sierra, Mayor
__________________________________
Stephanie Carlile, City Clerk
I, Stephanie Carlile, City Clerk for the City of Englewood, Colorado, hereby certify the above
is a true copy of Resolution No. _____, Series of 2021.
______________________________
Stephanie Carlile, City Clerk
Page 18 of 432
Contract Approval Summary
Page | 1
Contact Identification Information (to be completed by the City Clerk)
ID number: Authorizing Resolution/Ordinance:
Recording Information:
City Contact Information
Staff Contact Person: Jeromy King Phone: 303.783.6831
Title: Director of IT Email: jking@englewoodco.gov
Vendor Contact Information
Vendor Name: Insight Public Sector Vendor Contact: Sales Team
Vendor Address: 6820 S. Harl Ave Vendor Phone: 800.269.2523
City: Tempe Vendor Email: colorado@insight.com
State: AZ Zip Code: 85283
Contract Type
Contract Type :Other (describe below)
Description of ‘Other’ Contract Type: Renewal of Microsoft Enterprise Agreement for Microsoft
Software licenses and Office 365.
Description of Contract Work/Services:
Attachments:
☒Contract -- ☐Original ☒Copy
☐Addendum(s)
☐Exhibit(s)
☐Certificate of Insurance
Summary of Terms:
Start Date: January 2021 End Date: December 2024 Total Years of Term: 3
Total Amount of Contract for term (or estimated amount
if based on item pricing):
$883,123.47
If Amended: Original Amount
$
Amendment Amount
$
Total as Amended:
$
Renewal options available:
Payment terms (please
describe terms or attach
schedule if based on
deliverables):
Payments split into annual payments
Year 1: $294,374.49
Year 2: $294,374.49
Year 3: $294,374.49
Attachments:
☐Copy of original Contract if this is an amendment
☐Copies of related Contracts/Conveyances/Documents
Renewal of the Microsoft Enterprise three year agreement
Page 19 of 432
Contract Approval Summary
Page | 2
Source of funds (Insert Excel Document):
Attachment (For Capital Items Only / Expense Line Item Detail is Located in Open Gov):
☐Prior Month-End Project Status and Fund Balance Report
Process for Choosing Vendor:
☐Bid: ☐ Bid Evaluation Summary attached
☐ Bid Response of proposed awardee
☐RFP: ☐ RFP Evaluation Summary attached
☐ RFP Response of proposed awardee
☐Quotes: Copy of Quotes attached
☐Sole Source: Explain Need below
☒Other: Please describe
According to CRS 24-110-201 (5) The State of Colorado allows the city to use the
cooperative purchasing agreements that the state has negotiated. We will be
using Insight Public Sector Cooperative purchasing agreement through the state
of Colorado. 2017-0000-0000-0000-0105/NASPO
Page 20 of 432
1 of 4 11/29/2021
City of Englewood **Preliminary/Budgetary Renewal Quote- Pricing subject to change per Microsoft**
Quotation:1021-City of Englewood7-MSEA-EGP Insight Team
Date:October 27, 2021 Lonson, Peter
Enrollment:64223553 Enter AE Phone
Contract:ADSPO16-138244 / 20170000000000000105
http://www.insight.com/azureterms
Customer understands and acknowledges that it is obtaining the software Products directly from Microsoft Corporation and that Insight provides no warranty to
Customer covering the Products purchased hereunder. All warranties relating to such Products are granted solely by Microsoft Corporation.
Enrollment#: 64223553
Confidential.Cover Thank you for the opportunity to quote.Page 21 of 432
11/29/2021 Page 2 of 4
City of Englewood **BUDGETARY**
Quotation:1021-City of Englewood7-MSEA-EGP
Date:October 27, 2021
Enrollment:64223553
Contract:ADSPO16-138244 / 20170000000000000105
Part Number Item Name Level Purchase Period Pool Product Type Quantity Unit Price Extended Price
Additional Products
359-00792 SQLCAL ALNG SA MVL DvcCAL D Added at Signing Servers Software Assurance 264 34.23$ 9,036.72$
228-04433 SQLSvrStd ALNG SA MVL D Added at Signing Servers Software Assurance 22 147.13$ 3,236.86$
9EP-00208 SysCtrDatactrCore ALNG SA MVL 2Lic CoreLic D Added at Signing Servers Software Assurance 8 49.21$ 393.68$
6VC-01254 WinRmtDsktpSrvcsCAL ALNG SA MVL UsrCAL D Added at Signing Servers Software Assurance 180 23.75$ 4,275.00$
9EA-00039 WinSvrDCCore ALNG LicSAPk MVL 2Lic CoreLic D Added at Signing Servers License/Software Assurance Pack 48 294.47$ 14,134.56$
9EA-00278 WinSvrDCCore ALNG SA MVL 2Lic CoreLic D Added at Signing Servers Software Assurance 96 126.18$ 12,113.28$
9EM-00270 WinSvrSTDCore ALNG SA MVL 2Lic CoreLic D Added at Signing Servers Software Assurance 8 19.37$ 154.96$
Annual Total:43,345.06$
Three Year Total:130,035.18$
1Yr.Annual & Subs Total:294,374.49$
3Yr. Annual Subs & Total:883,123.47$
Confidential.EA At Signing Thank you for the opportunity to quote.Page 22 of 432
11/29/2021 Page 3 of 4
City of Englewood **BUDGETARY**
Quotation:1021-City of Englewood7-MSEA-EGP Subscription Start Date:1/1/2022
Date:October 27, 2021 Subscription End Date:12/31/2024
Enrollment:64223553
Contract:ADSPO16-138244 / 20170000000000000105
Year One:12 Months 12
Part Number Item Name Level Purchase Period Pool Product Type Quantity Term Price Extended Price
Enterprise Products
AAD-34704 M365 E3 GCC Unified ShrdSvr ALNG SubsVL MVL PerUsr D Non-Specific Servers Monthly Subscriptions-VolumeLicense 650 $349.93 227,454.50$
Additional Products
LK3-00001 AudioConfGCC ShrdSvr ALNG SubsVL MVL PerUsr D Non-Specific Servers Monthly Subscriptions-VolumeLicense 75 $42.87 3,215.25$
7MS-00001 Project Plan3 GCC Shared All Lng Subs VL MVL Per User D Non-Specific Servers Monthly Subscriptions-VolumeLicense 30 $273.32 8,199.60$
DDJ-00001 PwrBIProGCC ShrdSvr ALNG SubsVL MVL PerUsr D Non-Specific Servers Monthly Subscriptions-VolumeLicense 21 $90.98 1,910.58$
P3U-00001 VisioPlan2GCC ShrdSvr ALNG SubsVL MVL PerUsr D Non-Specific Applications Monthly Subscriptions-VolumeLicense 75 $136.66 10,249.50$
12 Month Total:251,029.43$
36 Month Total:753,088.29$
Confidential.EA Monthly Subscriptions Thank you for the opportunity to quote.Page 23 of 432
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1 | Page
Software Value-Added Reseller (SVAR) Services
MASTER PRICE AGREEMENT
with
Insight Public Sector, Inc.
Contract No. ADSPO16-138244
State of Arizona
Lead State
Effective: May 27, 2016 to April 7, 2018
Page 63 of 432
2 | Page
Page 64 of 432
Master Agreement
Table of Contents
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
Table of Contents
EXECUTED OFFER AND ACCEPTANCE FORM......................................................................................................... 2
TABLE OF CONTENTS ................................................................................................................................................. 3
SECTION 1: NASPO ValuePoint Solicitation ADSPO16-00005829 – GENERAL INCFORMATION ......................... 4
SECTION 2: SCOPE OF WORK ................................................................................................................................... 7
SECTION 3: NASPO ValuePoint Master Agreement Terms and Conditions ......................................................... 22
SECTION 4: Lead State (State of Arizona) Terms and Conditions ........................................................................ 37
State of Arizona Special Terms and Conditions ....................................................................................... 37
State of Arizona Uniform Terms and Conditions ...................................................................................... 50
Page 65 of 432
Master Agreement
Section 1: General Information
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
1.1 Purpose
The State of Arizona, State Procurement Office, is requesting proposals for Software Value-Added
Reseller (SVAR) services in furtherance of the NASPO ValuePoint Cooperation Purchasing Program
(NASPO ValuePoint). The purpose of this Request for Proposal (RFP) is to establish Master
Agreements with qualified Offerors so that NASPO ValuePoint Cooperative Members may acquire
Commercial off the Shelf Software (COTS) and related services from Software Value-Added Resellers.
The objective of this RFP is to obtain best value, and in some cases achieve more favorable pricing,
than is obtainable by an individual state or local government entity because of the collective volume of
potential purchases by numerous state and local government entities. The Master Agreement(s)
resulting from this procurement may be used by state governments (including departments, agencies,
institutions), institutions of higher education, political subdivisions (i.e., colleges, school districts,
counties, cities, etc.), the District of Colombia, territories of the United States, and other eligible entities
subject to approval of the individuals state procurement director and compliance with local statutory and
regulatory provisions, as explained in section 3 of the NASPO ValuePoint Master Agreement Terms
and Conditions. The initial term of the Master Agreement shall be two (2) years with renewal provisions
as outlined in Section 3 of the NASPO ValuePoint Master Terms and Conditions (Section 4).
1.2 Lead State, Solicitation Number and Lead State Contract Administrator (LSCA)
The State of Arizona, State Procurement Office (SPO) is the Lead State and issuing office for this
document and all subsequent addenda relating to it. This solicitation (RFP) is a competitive process,
in accordance with the Arizona Procurement Code available at https://spo.az.gov/ . The Arizona
Procurement Code is a compilation in one place of Arizona Revised Statutes (ARS) 41-2501 et seq.
and administrative rules and regulations A.A.C R2-7-1010 et.seq. The Solicitation #ADSPO16-
00005829 must be referred to on all proposals, correspondence, and documentation relating to this
RFP.
The Lead State Contract Administrator (LSCA) identified below is the single point of contact during this
procurement process. Offerors and interested persons shall direct to the Lead State Contract
Administrator all questions concerning the procurement process, technical requirements of this RFP,
contractual requirements, requests for brand approval, change, clarification, protests, the award
process, and any other questions that may arise related to this solicitation and the resulting Master
Agreement. The Lead State Contract Administrator (LSCA) designated by the State of Arizona, State
Procurement Office is:
Charlotte Righetti, CPPB, CTNS State Procurement Manager
State of Arizona, State Procurement Office
100 N. 15th Avenue, Suite 201
Phoenix, Arizona 85007
Phone: (602)542.9127
1.3 NASPO ValuePoint Background Information
NASPO ValuePoint (formerly known as WSCA-NASPO) is a cooperative purchasing program of all 50
states, the District of Columbia and the territories of the United States. The Program is facilitated by
the NASPO Cooperative Purchasing Organization LLC, a nonprofit subsidiary of the National
Association of State Procurement Officials (NASPO), doing business as NASPO ValuePoint. NASPO
is a non-profit association dedicated to strengthening the procurement community through education,
research, and communication. It is made up of the directors of the central purchasing offices in each
Page 66 of 432
Master Agreement
Section 1: General Information
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
5 | Page
of the 50 states, the District of Columbia and the territories of the United States. NASPO ValuePoint
facilitates administration of the cooperative group contracting consortium of state chief procurement
officials for the benefit of state departments, institutions, agencies, and political subdivisions and other
eligible entities (i.e., colleges, school districts, counties, cities, some nonprofit organizations, etc.) for
all states, the District of Columbia, and territories of the United States. For more information consult
the following websites: www.naspovaluepoint.org and www.naspo.org .
1.4 Participating States
In addition to the Lead State conducting this solicitation, the Participating States listed below have
requested to be named in this RFP as potential Users of the resulting Master Agreement. Other entities
may become Participating Entities after award of the Master Agreement. State specific terms and
conditions will govern each state’s Participating Addendum that will govern each state’s Participating
Addendum. A listing of the Participating States can be found in Exhibit I.
1.5 Definitions – all capitalized terms in this document have the meaning as defined in
AAC R2-7-101. Any capitalized term not defined in AAC R2-7-101 has the meaning defined
below.
"Appliance" means a separate and discrete hardware device with integrated software (firmware),
specifically designed to provide a specific computing resource. For the purposes of this solicitation only
an “Appliance” which is the sole means of obtaining the Software product is allowable.
“Attachment” means any item the Solicitation requires an Offeror to submit as part of the Offer.
“Best and Final Offer (BAFO)” means a revision to an Offer submitted after negotiations are
completed that contains the Offeror’s most favorable terms for price, service, and products to be
delivered.
“Commercial Off the Shelf” (“COTS”) for the purposes of this solicitation means non-developmental
software which has been created for specific uses and is available to the general public in the
commercial marketplace. COTS products are designed to be implemented easily into existing systems
without the need for customization.
“End-User License Agreement (EULA)” is a legal contract between the manufacturer (publisher) and
the end User of an application that details how the software can and cannot be used.
“eProcurement (Electronic Procurement)” means conducting all or some of the procurement
function over the Internet. Point, click, buy and ship Internet technology is replacing paper-based
procurement and supply management business processes. Elements of eProcurement also include
Invitation for Bids, Request for Proposals, and Request for Quotations.
“Excluded Software Publishers” means a Software Publisher who is unwilling to do business with a
Reseller.
“Exhibit” means any document or object labeled as an Exhibit in the Solicitation or placed in the
Exhibits section of the Solicitation.
Page 67 of 432
Master Agreement
Section 1: General Information
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
6 | Page
“Lead State Contract Administrator” (“LSCA”) means the Procurement Officer for the Master
Agreement.
“Master Agreement” (“MPA”) means the contractual agreement executed between the winning
(awarded) contractor (s) and the Lead State conducting the procurement on behalf of NASPO
ValuePoint.
“Non-perpetual license” or Subscription License” is a temporary license that provides the right to
use a particular licensed product until the end of the license-agreement term.
“Participating State Contract Administrator” (“PSCA”) means the Procurement Officer for the
Participating State.
“Perpetual license” means a license which is everlasting and valid if the software is being used in
accordance with the license-agreement requirements.
“Person” means any corporation, business, individual, union, committee, club, or other organization or
group of individuals
“Publisher” means a software manufacturer (e.g., Microsoft)
“Reseller” means a Software Value-Added Reseller who is awarded under this solicitation, and who
has a fully-executed (MPA and PA-s) contract.
“Reseller Cost” means the price that the Reseller pays the Publisher or Distributor to purchase
software on behalf of the Participating State. Reseller Cost should not include any administrative or
other mark-up costs.
“Software” means the computer program, including media and associated documentation.
“Software Licensing” means allowing an individual or group to use a piece of software.
“Software Maintenance and Support” means any software upgrades, annual updates, patches and
fixes needed to improve functionality and keep the software in working order.
“Solicitation Amendment” means a change to the Solicitation issued by the Procurement Officer.
“Volume License Agreements (VLAs)” means an agreement with a Software Publisher wherein the
Participating State’s total expected purchasing over a period of time is considered in establishing the
discount level.
Page 68 of 432
Master Agreement
Section 2: Scope of Work
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
7 | Page
2.1 Software Value-Added Reseller (‘Reseller’ – “SVAR”)
2.1.1 Software Value-Added Reseller (‘Reseller’ – “SVAR”) shall be a large account reseller
authorized to sell products direct from Key Software Publishers or authorized Distributors.
2.1.2 SVAR shall do the following:
2.1.2.1 Provide Commercial Off-the-Shelf-Software (COTS).
2.1.2.2 Honor existing Volume or Enterprise license agreements.
2.1.2.3 Offer maintenance and support packages on licenses already owned by the
Participating State and other Purchasing Entities.
2.1.2.4 Advise the LSCA, each PSCA, and other Purchasing Entities of SVAR’s channel
partner status with Key Software Publishers.
2.1.2.5 Retain or enhance reseller certifications with software publishers - At a minimum,
maintain Reseller certification levels held at time of award.
If Reseller’s certification or reseller status is withdrawn or reduced, Reseller is
required to immediately notify, in writing, the Lead State Contract Administrator
(LSCA), each PSCA and other Purchasing Entities explaining:
The change;
The impact on their costs to obtain the product;
Limitations on the products or services they may provide; and,
The reasons for the change.
Failure to provide the required notification, regarding significant negative changes in
their reseller status, may be grounds for suspension or cancellation of the MPA and
PA’s.
2.1.2.6 Provide Pre-Sale Advisement - There shall be no charge for these services:
2.1.2.6.1 Advise the Purchasing Entity in making strategic software application
decisions by providing evaluation copies, product comparisons, needs
analysis, product information and application recommendations.
2.1.2.6.2 Act as liaison between the Purchasing Entity and individual publishers
in identifying best approaches and cost savings opportunities for the
Purchasing Entity.
2.1.1.6.3 Examples of such advice would be:
In selecting appropriate software;
In explaining Volume License Agreements with complicated rules;
In determining the most cost-effective buying strategies;
In ensuring that Participating States and other Purchasing Entities
are in compliance with licensing requirements; and,
In finding software options to meet a specific need, for example, a
flow-charting package.
2.1.2.7 Reseller shall negotiate to reduce Reseller Cost, to pass on savings to the
Participating State and other Purchasing Entitites.
Page 69 of 432
Master Agreement
Section 2: Scope of Work
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
8 | Page
2.1.2.8 Provide assistance in explaining and developing Volume License and Enterprise
Agreements.
2.1.2.9 Provide Software Installation Assistance.
2.1.2.9.1 Provide, at no additional cost, assistance or advice in basic installation
or implementation of COTS product.
2.1.2.8.2 If the Purchasing Entity encounters difficulty in downloading or installing
the software, the Reseller must provide assistance within eight (8)
business hours of being informed of the problem.
2.1.2.10 Provide Software De-Installation Assistance.
2.1.2.11 Provide Tracking, Management, Usage Monitoring and Reporting of Licenses
2.1.2.11.1 Reseller shall have in place a product license inventory and asset
management system, which will include an accurate inventory record of
product licenses purchased under this Contract.
2.1.2.11.2 Reseller must also have the capability tracking maintenance renewal
and other significant due dates.
2.1.2.11.3 At a minimum, this system shall be able to provide this information by
Participating State and Purchasing Entity.
2.1.2.11.4 Reseller shall work with Participating State, other Purchasing Entities,
publishers, previous and subsequent contract software resellers, and
hardware computer contractors to ensure the most comprehensive
record of licenses is created, maintained, and the information
transferrable.
2.1.2.11.5 States may choose to award multiple PA’s under this Agreement.
Details on how licenses are to be tracked and managed under multiple
awards will be determined by that awarding State.
2.1.2.11.6 As may be required by a Participating State, or other Purchasing Entity,
Reseller shall work with NASPO ValuePoint computing equipment
contractors, or a Participating State’s comparable computer hardware
contractor, to see that any software acquired under those contracts can
be tracked through this contract.
2.1.2.12 Notify Participating State and Purchasing Entities of publisher publicly announced
changes pertinent to User licensing.
2.1.3 SVAR shall Develop and Maintain Website
2.1.3.1 For Participating States, Reseller shall develop and support a website specific to that
State, with content approved from the LSCA or PSCA as appropriate based on
content.
2.1.3.1.1 This web site information shall be available through the Internet without
the use of additional software or licenses.
Page 70 of 432
Master Agreement
Section 2: Scope of Work
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
9 | Page
2.1.3.1.2 Website should be User friendly to allow for quick and easy access and
use.
2.1.3.1.3 Website shall be available 24 x 7, except for scheduled maintenance.
2.1.3.1.4 Website shall be ADA compliant.
2.1.3.1.5 No costs or expenses associated with providing this information shall be
charged to the States.
2.1.3.1.6 Universal Resource Locator (URL) for the website must be supplied to the
PSCA and the LSCA within sixty (60) days of the execution of the PA.
2.1.3.1.7 The website will include contract information, product information/catalog,
the capability to generate online reports, and other pertinent information
as may be reasonably requested by States, such as copies of VLAs.
2.1.3.1.8 Publisher Notifications and Other Industry Information. In the event that a
publisher publicly announces changes that are pertinent to User licensing,
the Reseller shall assist Users by posting the information on the state
websites.
2.1.3.1.9 Reseller shall provide, at no additional cost, training on how to use their
website and how to use this contract in obtaining quotes and placing
orders. Online training should be available on the website, but
supplementary electronic (e.g. Webinars, emails), telephone or on-site
training should be provided, as needed, during standard working hours.
2.1.3.2 Contract and General Information. The website shall provide contract and ordering
information to include, at a minimum:
2.1.3.2.1 The contract number(s) (MPA and PA);
2.1.3.3.2 The Reseller primary contact and contacts to whom incidents are to be
escalated:
Name(s and titles
Areas of responsibility for each contact name;
Phone number(s); and,
Email address(es).
2.1.3.3.3 Information on use of website,
2.1.3.3.4 Quote and ordering information; and,
2.1.3.3.5 Notifications regarding publishers and products, such as pending key
product changes or upgrades.
2.1.3.3 Online Catalog
2.1.3.3.1 Reseller shall provide COTS software, and software maintenance of new
or existing licensed software, under this contract. Information on
approved products, customized by Participating State, will be available
through an online catalog and through Reseller’s representatives either
through email or telephone inquiry during the standard working hours of
the Participating State. The online catalog shall provide an expansive list
Page 71 of 432
Master Agreement
Section 2: Scope of Work
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
10 | Page
of products allowed per the contracts, particularly those products of
itemized publishers.
2.1.3.3.2 The website shall provide contract and ordering information to include, at
a minimum: publishers, product names, standard product pricing, and
product descriptions (photos optional or links to access product literature).
Regardless of the number and types of links to the Reseller’s electronic
catalog, the Reseller shall ensure that all eligible agencies purchasing
under one PA are accessing the same current base version of the product
catalog. Online information shall include purchases of Volume or
Enterprise License Agreement software as well as individual COTS
software licenses.
2.1.3.3.3 Online catalog shall be restricted to just software. Non-authorized
products or groups of products shall not be on the website. Reseller shall
not use this proposed website to cross sell or cross advertise other
products and or services the Reseller may be able to offer.
2.1.3.4 Product Searching Capability. At a minimum, the online catalog should be searchable
by Purchasing Entity and their VLAs, Software Publisher, Product name, OEM
product number, and software description (e.g., GIS, Security). The online category
can be modified as Users’ needs dictate, such as including products obtained through
a distributor (non-itemized publisher products) that are frequently purchased.
2.1.3.5 Online Product Quotes. Product price displayed online is a ‘not-to-exceed’ product
price quote based on contract rate and real time Reseller Cost. For high dollar
purchases, or quantity purchases, Purchasing Entity should request a quote by
contacting Reseller representative off-line. The online pricing should allow for
overrides when a quote with a negotiated better price has been offered and is being
placed online. Website should have capability to track all quotes by Purchasing Entity
and be easily accessible for viewing by quote number. Website shall include a
shopping cart feature that allows Purchasing Entities to provide shipping instructions.
Purchasing Entities can place orders on the web either via credit card or purchase
order. Specifics regarding an individual state’s requirements for placing an order may
be included in that State’s Participating Addendum (PA).
2.1.3.6 User Differentiation. Catalog should be designed so as to provide a means to identify
the Participating State (state agency or other eligible Purchasing Entity). This method
used must not require any administrative tasks on the part of the LSCA for the MPA,
the PSCA for the individual PSCA. Website should allow Users to develop personal
lists and profiles, including an option to securely store and maintain procurement card
information. Catalog should have the capability of being used as a ‘Punch Out’ to an
individual state’s electronic purchasing system.
2.1.3.7 Online Reports. Website shall have capability to provide order history, as well as
order status and order tracking.
2.1.3.8 Other. Other information may be added to the website as may be required by State
(such as copies of volume license agreements) or enhancements that may be
proposed by Reseller and approved by State.
Page 72 of 432
Master Agreement
Section 2: Scope of Work
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
11 | Page
2.2 COTS Products
2.2.1 Software which requires little or no services
IN SCOPE Offerings OUT OF SCOPE Offerings
LICENSING TYPE COTS Individual Licensing
Volume Licensing
Enterprise Licensing
Custom/Customized
LICENSING
PERIOD
Perpetual Subscription none
Delivery Shrink-Wrap Download none
HOSTING
as part of delivery
& use.
On Premise Off Premise Managed Service
Managed Services means the
proactive management of an IT
(Information Technology) asset
or object, by a third party
typically known as a MSP, on
behalf of a customer
mspalliance.com/definition-of-
managed-services/
2.2.1.1 Most Current Version - Purchase orders shall be deemed to reference a
manufacturer’s most recent release model or version of the product at the time of the
order, unless the Purchasing Entity specifically requests in writing an earlier model or
version and the Reseller is willing to provide such model or version.
2.2.1.2 Licenses and Maintenance Agreements
2.2.1.2.1 Volume License Agreements (VLA) and Enterprise License Agreements
(ELA)
The Reseller will honor existing Participating State’s VLA’s or ELA’s with
publishers and include those licenses as part of the Reseller’s license
tracking service. Following an executed PA with a Participating State,
and if so required by the Participating State, the Purchasing Entity and/or
an individual publisher, the Reseller will identify itself to software
publishers as Reseller for that Participating State or Purchasing Entity. If
so required by the Publisher and Participating State, Reseller will execute
a change of channel partner agreement with the Publisher. Resellers will
sell additional seats consistent with Purchasing Entities’ Enterprise or
Volume Agreements. Reseller will work with Participating State,
Purchasing Entity(ies) and Publishers as needed to establish new VLAs
or ELAs. The Reseller will work with the Publisher and Participating State
as necessary to ensure the Participating State receives timely and
pertinent license information, such as: license or agreement renewals, or
opportunities based on actual volume.
Reseller will work directly with Purchasing Entity(ies) in establishing,
signing and maintaining enrollment agreements. If Reseller is sole SVAR
contractor in a State, Reseller will aggregate all enrollments together for
Page 73 of 432
Master Agreement
Section 2: Scope of Work
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
12 | Page
Master Agreement reporting purposes. If a PSCA elects to have multiple
SVAR contractors, Reseller’s responsibilities will be delineated in that
State’s PA. Resellers shall monitor and be able to report on the current
levels of software ordered towards any of the Participating State’s VLA
required sales levels to ensure the Participating State does not fall short
and thereby incur Publisher penalties. The Reseller shall be responsible
for providing license usage information to the Publishers, if such
information is required by the Publishers, in a timely manner (e.g., for
‘true up’ assessments)
2.2.1.2.2 Individual Software Licenses. Purchasing Entities can purchase
individual COTS licenses, such as perpetual and non-perpetual licenses,
through the Reseller.
2.2.1.3 Software Maintenance and Support Agreements.
Purchasing Entities can purchase maintenance agreements, including upgrade
protection, through the Reseller. Resellers will sell software maintenance
agreements, even if the software was not purchased under this agreement, such as
on-going support for a User’s existing perpetual license. As requested, Reseller will
explain what product support or services are included in a publisher’s maintenance
agreement.
2.2.1.3.1 Software Maintenance and Support. Reseller to provide needed services
to support maintenance products such maintenance agreements,
software upgrades, annual updates, patches and fixes needed to improve
functionality and keep the software in working order. Such services may
include providing recommendations on most cost-effective or appropriate
long-term maintenance plan. Reseller will provide such support, not only
to maintenance packages purchases under this agreement, but in support
of any existing and current agreements.
2.2.1.3.2 Software Updates.
2.2.1.3.2.1 Users are eligible to receive, from the Publisher, all new
releases and updates of the software, at no additional
charge, while under a maintenance agreement. A “Release”
means any collection of enhancements or updates which the
Publisher generally makes available to its installed base of
customers of such programs. The Reseller shall assist the
Purchasing Entity to obtain such releases or updates for
their Users from the Publisher.
2.2.1.3.2.2 Should a User not want to receive the next upgrade, the
User shall so notify the respective Publisher.
2.2.1.3.3 License Confirmations
For licenses ordered under the contract by Purchasing Entity(ies),
Reseller shall be able to provide:
Page 74 of 432
Master Agreement
Section 2: Scope of Work
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
13 | Page
(i) Certified Licensing Confirmation Certificates for all software
licenses;
(ii) Reseller’s certified license confirmation certificates in the name of
such Licensee; or,
(iii) Written confirmation from the Reseller or Publisher accepting the
Eligible Participating State’s contract or purchase order as proof
of license.
The form of “Proof of License” provided must be acceptable proof to the
Publisher, and in the format requested by the Purchasing Entity. The
Proof of License shall be provided as an electronic file and/or a hardcopy
document, as required by the Purchasing Entity. Reseller will retain an
electronic file of Participating State’s Proof of Licenses and provide
copies to the Participating State as requested.
2.2.1.3.4 Transitioning License Tracking Information at Contract Termination
The license information data acquired and retained by Reseller will be
stored as sortable data fields so the license information can be
transferred to the Participating State upon contract termination. Reseller
will work with States and Participating Entities, or their designees, to
ensure that the license information data has been successfully transferred
in a usable format.
2.2.1.4 Leases
Lease purchase and term leases are allowable only for Purchasing States whose
rules and regulations permit leasing of software. Individual Purchasing Entities may
enter into a lease agreement for the products covered in this Master Agreement, if
they have the legal authority to enter into these types of agreements without going
through a competitive process. No lease agreements will be reviewed or evaluated
as part of this RFP evaluation process.
2.2.1.5 Software Publishers, Categories. The identified software product needs under this
solicitation have been divided into three tiers: Key Itemized Publishers, Other
Itemized Publishers, and Non-Itemized Publishers. See descriptions and chart which
follow. As indicated, it is most desirable for Reseller to have a direct reseller
agreement with the itemized software publishers. If a direct reseller agreement is not
already in place between itemized software publishers and the Reseller, the Reseller
is expected to enter into a direct reseller agreement and submit a rate for that
itemized publisher that is better than the rate for a Non-Itemized Publisher. Over the
life of this contract, product needs or volumes may change and new publishers may
be added by amendment to the itemized publishers’ lists.
2.2.1.5.1 Itemized Highest Volume Publishers (Highest Volume, Itemized Lines).
The products of the publishers in this category represent the highest tier
of sales volume identified for this solicitation, of those publishers who sell
through resellers. This category is the one most likely to include a
Participating State’s enterprise or high volume agreements with a
publisher. Resellers shall be certified direct resellers for publishers in this
Page 75 of 432
Master Agreement
Section 2: Scope of Work
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
14 | Page
category. The preferred pricing that a Reseller receives based on their
reseller certification status, in conjunction with the anticipated
considerable volume of purchases through these Contracts, is the
expected foundation for a very competitive base Reseller Cost, with
further reductions of Reseller Cost as they are achieved through ongoing
Reseller negotiations. A percentage rate above or below Reseller Cost
is to be provided for each itemized publisher. Specific requirements may
be required for some publishers in this category in an individual State’s
PA.
2.2.1.5.2 Other Itemized Publishers (High Volume, Itemized Lines). The products
of the publishers in this category represent a high level of sales volume
as identified for this solicitation. This category may include a Participating
State’s high volume agreements or VLAs with a publisher. It is desirable
for Resellers to be certified direct resellers for publishers in this category.
A percentage rate above or below Reseller Cost is to be provided for
each itemized publisher
2.2.1.5.3 Non-Itemized Publishers (all other distributed software purchases). This
category is defined to include all other distributed computer software not
specifically itemized. Enterprise or Volume Licensing Agreements are not
anticipated in this category. New or existing software products can be
added to this category at any time during the term of the Contract without
the written consent of the LSCA and may be itemized in the online
catalog, if volume justifies the addition. There should be one percentage
rate above or below Reseller cost covering all products in this category
KEY ITEMIZED PUBLISHERS
Certification as Direct
Reseller.
OTHER ITEMIZED PUBLISHERS
Certification as direct reseller
desirable. If not certified, the
percentage rate should be no
greater than Non-Itemized rate
NON-ITEMIZED PUBLISHER
One ‘not to exceed’ rate
ADOBE AI SQUARED
CITRIX AIRWATCH MOBILE DEVICE
MANAGEMENT VMWARE
MICROSOFT ALLIANCE ENTERPRISES
NOVELL APPLE
SYMANTEC ATTACHMATE – MICROFOCUS
VMWARE AUTODESK
AUTONOMY – HP
BAKBONE – DELL
BARRACUDA
BOMGAR REMOTE SOFTWARE
CA TECHNOLOGIES
CISCO
COMPUTRONIX USA
Page 76 of 432
Master Agreement
Section 2: Scope of Work
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
15 | Page
COMPUWARE
COREL
DOUBLETAKE
EMC
ENCHOICE
ESET
ESRI
FREEDOM SCIENTIFIC
GUARDIAN EDGE – SYMANTEC
GW MICRO
IBM
ICM CONVERSIONS
INFOR
INTERMEDIX EMSYSTEMS
HP
HUMANWARE
INFORMATION BUILDERS
KRONOS SOFTWARE
LANDESK
LASERFISCHE
LIQUIDWARE STATUSPHERE
MICROFOCUS INC
MINJET
MPS
MQSOFTWARE – BMC
SOFTWARE
NCIRCLE
NETOP
NUANCE
ORACLE
OSAM
PASSPORT
PATCHLINK
PROOFPOINT
RSA SECURITY
REFERENCIA SYSTEMS
SAP AMERICA
SAS
SOLUTIONS SOFTWARE
SOPHOS
SPLUNK SOFTWARE
STASEEKER NETWORK
INFRASTRUCTURE
MONITORING
STELLENT – ORACLE
Page 77 of 432
Master Agreement
Section 2: Scope of Work
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
16 | Page
SUNGUARD
SYBASE
TECHSMITH
TREND MICRO
TRUSTWARE
ULTRABAC
VORMETRIC
WEBSENSE
2.2.1.6 Software Publishers, General Representation.
2.2.1.6.1 Excluded Software Publishers. The Reseller must agree that there are
no software publishers with whom they will refuse to do business if the
Software Publisher is willing to do business with them. Resellers shall
advise the LSCA or designee of any Excluded Software Publishers and
provide explanations for the non-representation.
2.2.1.6.2 Expanded Representation. The Reseller is expected to continue to
work towards reseller certifications with publishers not currently
represented, particularly with those publishers whose sales volume
merit classification into the itemized publisher lines. Similarly, Reseller
is expected to continue to work towards a higher certification level with
current publishers
2.2.1.7 Price Quote, General. Pricing is submitted in the MPA as a percentage of Reseller
Cost. Individual PA’s will use the MPA pricing as a base and may negotiate an
adjusted rate. Any negotiated PA rates, exclusive of taxes or any individual state’s
administrative fee, shall not exceed the MPA rates. As requested by Purchasing
Entity, for example on a high volume single order, Reseller shall negotiate to reduce
Reseller Cost, to pass on savings to the Participating State. Firm individual order
quotes shall be provided to Purchasing Entity prior to order submittal.
2.2.1.7.1 Telephone or Email Quote Support. Reseller shall accept requests for
quotes by telephone, fax, email, or online. Reseller shall accept collect
telephone calls and/or provide and maintain a toll-free number for
eligible agency use. Reseller shall provide an email address for
receipt of requests for price quotes. Reseller shall provide written
quotes by fax, email or online as requested by the Participating State.
2.2.1.7.2 Quoted Delivery Method. The quote must clearly indicate the method
of delivery, whether via media, download, or 3.3 Services below.
2.2.1.7.3 Timely Quotes. Reseller agrees to work with publishers and
distributors to obtain quotes and deliver software in a timely fashion.
Expected response should be within twenty-four (24) hours but no
more than three (3) business days. If, after three (3) business days,
the Reseller has been unable to obtain the quote or assurances that
Page 78 of 432
Master Agreement
Section 2: Scope of Work
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
17 | Page
they can obtain the software, the Reseller shall contact the
Participating State or other Purchasing Entity with a status report. The
Reseller and the Participating State/Purchasing Entity will mutually
agree as to whether the Reseller shall continue to pursue a quote and
within what timeframe, or whether the Reseller will provide the
Participating State/Purchasing Entity with a written statement that the
Reseller cannot supply the software. If the Reseller has been unable
to obtain a quote within ten (10) days of the request for quote, the
Reseller shall provide a written statement (email is sufficient) to
Participating State/Purchasing Entity, and the LSCA as may be
required under the PA, that the Reseller cannot supply the software,
and the reason why.
2.2.1.7.4 Guaranteed 30 Day Quote. Reseller is required to honor all quotes for
thirty (30) calendar days. If it is known that a price adjustment will
occur during the thirty (30) calendar days following the quote, the
Reseller may provide two quotes, based upon the date that the order is
received.
2.2.1.7.5 Sales Promotion. The Reseller may conduct sales promotions
involving specific products or groups of products for specified time
periods. If electing to exercise this provision, the Reseller shall submit
a formal request for approval to the LSCA. The request should
include: the product or product groups, the promotional price as
compared to the standard price and the Master Agreement price for
the product or product groups, and the start and end dates of the sales
promotion. LSCA’s approval shall be in the form of an amendment to
the MPA. Upon approval, the Reseller shall provide conspicuous
notice of the promotion to all Participating Entities.
2.2.1.7.6 A Participating State or other Participating Entity may allow the
Contractor to charge a credit card fee in their Participating
Addendum.
2.2.1.8 Product Delivery and Returns
2.2.1.8.1 Media. The Reseller shall work with Participating State or other
Purchasing Entity to provide media via any method available and as
requested by the Participating State including, but not limited to: original
Publisher media, CD copies of master media duplicated by the Reseller,
electronic downloads, etc. In cases where original publisher’s media is
not available, the Reseller shall provide CD’s copied from master disks of
the software purchased under any volume or enterprise license
agreement.
2.2.1.8.2 Delivery Period. Reseller to provide delivery no longer than ten (10)
business days after receipt of a valid order unless conditions arise that
are outside the control of the Reseller. If delivery cannot be within this
time frame, Reseller is to notify Purchasing Entity of delay and anticipated
Page 79 of 432
Master Agreement
Section 2: Scope of Work
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
18 | Page
ship date. If this delayed delivery is unacceptable to Purchasing Entity,
the order can be cancelled without penalty.
2.2.1.8.3 Product Returns. Unopened software can be returned with no restocking
fee up to 30 days from date of receipt, if allowed by the software
publisher. If the software publisher has a shorter timeframe for returns or
requires a restocking fee, this must be stated on the quote. If that
information is not provided to the Participating State by the Reseller,
Reseller is responsible for the restocking fee. If delivered software is
defective, or if the incorrect product was delivered, the Reseller must
agree to accept returns. If delivered software is defective, the Reseller is
responsible for return shipping and packaging costs and for restocking
charges if applicable. The Reseller must agree that any defective or
incorrectly delivered media will be replaced by overnight delivery at the
Reseller’s expense if requested by the Participating State or Purchasing
Entity. If overnight delivery is not requested, all replacement products
must be received by the Participating State or Purchasing Entity within
seven (7) days of initial notification.
2.2.1.8.4 Shipping Charges. Items covered under this contract are FOB
Destination and shipping charges are not to be included on any invoice
unless the Purchasing Entity has ordered expedited shipment. For
expedited shipment, Purchasing Entity would submit their order including
related shipping charges, which may not exceed the cost of delivery by
the carrier.
2.3 Services
IN SCOPE OUT OF SCOPE
SOFTWARE &
LICENSING TYPE COTS Volume
Licensing Custom/Customized
LICENSING PERIOD Perpetual Subscription Not Applicable
Delivery Shrink-Wrap Download Not Applicable
Hosting as part of
delivery & use On-Premise Off-Premise Managed Services
SERVICES
Basic Installation, Training and
Maintenance
Means that activity which does not require
Consulting, Configuration, Engineering,
Design or any other type of service specific
to a Purchasing Entity requiring description
of tasks and deliverables and agreement
by the parties (Statement of Work).
Consulting, configuration, engineering, design, etc.,
any type of service specific to a Purchasing Entity
requiring description of tasks and deliverables and
agreement by the parties
2.3.1 In Scope Services:
Basic Installation, Maintenance packages and Training (3.4) are considered to be within the
Scope of this Solicitation. This Master Agreement is intended for the acquisition of distributed,
commercial off the shelf software
Page 80 of 432
Master Agreement
Section 2: Scope of Work
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
19 | Page
2.3.2 (RESERVED)
2.3.3 A Participating State may include a statement in their Participating Addendum allowing state
employees to purchase software licenses.
2.3.4 Individual Participating Addendums may further limit the Scope of this Solicitation.
2.3.5 This Master Agreement is not intended for the purchase of custom software applications.
2.4 Training.
2.4.1 Training shall be available in the form of tutorials for basic installation and web-based training
for software operation, basic phone support.
2.4.2 Provision of information on how to access a Software Publisher’s “Help Desk” (either telecom or
web-based) for basic use questions.
2.5 Customer Service and Representation.
2.5.1 Dedicated Representation and Timely Response. Reseller shall provide a dedicated
representative for each Participating State. Such representative will become familiar with the
State and its cooperative partners, provide a single point as needed for quote assistance, offer
software recommendations, track and report on renewal deadlines, and serve as a contact point
for the LSCA. Reseller must commit to returning phone calls or responding to emails
within two (2) business days.
2.5.2 Problem Escalation. The Reseller must provide an incident escalation path for each State,
showing on that State’s website, the name, contact information, and role of individuals to whom
problems should be escalated if the problems are not resolved by primary assigned contacts.
2.5.3 Product purchasing trends. The Reseller will speak with LSCA and sourcing team quarterly
to review usage and discuss possible revisions of the categorization of publishers based upon
actual sales volume or other changes.
2.5.4 Contract Reviews.
2.5.4.1 Reseller is expected to conduct quarterly reviews of all sales volumes and report
sales figures and savings from Publisher’s list price, by Publisher and by PA, as well
as observed trends or purchasing patterns, and to present the information to the
LSCA.
2.5.4.2 At the discretion of the individual participating states, an equivalent review, limited to
that state, will be presented to the PSCA.
2.5.4.3 All awardees under this contract shall meet once a year with the LSCA and
Sourcing Team to review usage and discuss possible revisions of the categorization
of publishers based upon actual sales volume, and to discuss any service concerns,
industry trends, and the effectiveness of the contract.
2.5.4.3.1 Reseller is expected to conduct a customer satisfaction survey and an
audit prior to this discussion and be prepared to discuss the results, and
Page 81 of 432
Master Agreement
Section 2: Scope of Work
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
20 | Page
provide reports, at this review. At a minimum, the audit will report
address quoting and billing accuracy, and any Reseller Cost that exceeds
a Publisher’s List price for that item.
2.5.4.3.2 Based on historical sales volume information, Reseller should be
prepared to discuss potential cost savings opportunities which could be
passed through to Participating States.
2.5.4.3.2 In a renewal year, the annual review will take place prior to contract
extensions.
2.6. Interactions with Software Publishers
2.6.1 Best Interests of Participating State. Reseller would represent the best interests of the
Participating State and other Participating Entities in negotiating or otherwise working with
Publishers for such items as: maximizing cost savings with best use of volume or enterprise
license agreements, better pricing on individual volume buys, taking advantage of publishers’
specials, promotions, coupons or other savings opportunities.
2.6.2 Liaison with Publisher. A State may establish, in their individual PA, a requirement for Reseller
to arrange with the software publisher or software publisher’s designee for implementation,
customization, training, support, maintenance and other software related services. The
provision of said services must be under a separate agreement between the Participating
State and the applicable parties.
2.7 Reporting
2.7.1 Standard Reports
Individual participating states may require their own standard reports, such as report on savings.
Reseller shall provide these reports at the intervals, and in the format, as reasonably requested
by the States. Reseller shall advise of standard reports which they can provide, and work with
participating states on additional standard reports.
2.7.2 Online Reports
The SVAR shall be able to provide online, real time, reporting capabilities using website
established for the state. These reports may include Back Order or Current Order Status
reports. In addition, the system shall be able to provide the ability for the User agency to create
custom reports. The requesting Participating State shall be able to select specific fields and
create a necessary report for their specific needs. Data Fields shall include, but not be limited
to, purchasing entity, Purchase Order Number, Order date, Invoice date, Publisher, Publisher
Part Number, Software Reseller’s Part Number, Description, Quantity Shipped, Unit actual
price, Extended Price, Sales Tax and order total. Reports shall be able to be shown online as
well as emailed to the requesting Participating State, if requested. Examples of Reseller’s
standard and online reports shall be submitted with the offer.
2.7.3 Custom Reports
Page 82 of 432
Master Agreement
Section 2: Scope of Work
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
21 | Page
Participating State and SVAR may mutually agree to include terms and conditions and pricing
for the development and provision of customized reports as an optional service in a Participating
Addendum.
2.8 Other Value-Added Services
SVAR may propose other Value-Added Services, e.g., key escrow, in their response. Such services
from an awarded Offeror, if consistent with this Statement of Work, recommended by the Evaluation
Team, and accepted by the PSCA, would be added to the final awarded contract.
Page 83 of 432
Master Agreement
Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
1. Master Agreement Order of Precedence
a. Any Order placed under this Master Agreement shall consist of the following documents:
(1) A Participating State’s Participating Addendum (“PA”);
(2) NASPO ValuePoint Master Agreement Terms & Conditions;
(3) A Purchase Order issued against the Master Agreement;
(4) The Statement of Work;
(5) The Solicitation; and
(6) Contractor’s response to the Solicitation, as revised (if permitted) and accepted by the Lead State.
b. These documents shall be read to be consistent and complementary. Any conflict among these documents
shall be resolved by giving priority to these documents in the order listed above. Contractor terms and
conditions that apply to this Master Agreement are only those that are expressly accepted by the Lead State
and must be in writing and attached to this Master Agreement as an Exhibit or Attachment.
2. Definitions
Acceptance is defined by the applicable commercial code, except Acceptance of a Product fo which
acceptance testing is not required shall not occur before the completion of delivery in accordance with the
Order, installation, if required, and a reasonable time for inspection of the Product.
Contractor means the person or entity delivering Products or performing services under the terms and
conditions set forth in this Master Agreement.
Embedded Software means one or more software applications which permanently reside on a computing
device.
Intellectual Property means any and all patents, copyrights, service marks, trademarks, trade secrets, trade
names, patentable inventions, or other similar proprietary rights, in tangible or intangible form, and all rights,
title, and interest therein.
Lead State means the State centrally administering any resulting Master Agreement(s).
Master Agreement means the underlying agreement executed by and between the Lead State, acting on behalf
of the NASPO ValuePoint program, and the Contractor, as now or hereafter amended.
NASPO ValuePoint is the NASPO Cooperative Purchasing Organization LLC, doing business as NASPO
ValuePoint, a 501(c)(3) limited liability company that is a subsidiary organization the National Association of
State Procurement Officials (NASPO), the sole member of NASPO ValuePoint. NASPO ValuePoint facilitates
administration of the NASPO cooperative group contracting consortium of state chief procurement officials for
the benefit of state departments, institutions, agencies, and political subdivisions and other eligible entities (i.e.,
colleges, school districts, counties, cities, some nonprofit organizations, etc.) for all states and the District of
Columbia. NASPO ValuePoint is identified in the Master Agreement as the recipient of reports and may
perform contract administration functions relating to collecting and receiving reports as well as other contract
administration functions as assigned by the Lead State.
Page 84 of 432
Master Agreement
Section 3: NASPO ValuePoint Master Agreement Terms and
Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
23 | Page
Order or Purchase Order means any purchase order, sales order, contract or other document used by a
Purchasing Entity to order the Products.
Participating Addendum means a bilateral agreement executed by a Contractor and a Participating State
incorporating this Master Agreement and any other additional Participating State specific language or other
requirements, e.g. ordering procedures specific to the Participating State, other terms and conditions.
Participating State means a state, or other legal entity, properly authorized to enter into a Participating
Addendum.
Participating State means a state, the District of Columbia, or one of the territories of the United States that is
listed in the Request for Proposal as intending to participate. A Participating State is not required to participate
through execution of a Participating Addendum. Upon execution of the Participating Addendum, a
Participating State becomes a Participating State.
Product means any equipment, software (including embedded software), documentation, service or other
deliverable supplied or created by the Contractor pursuant to this Master Agreement. The term Products,
supplies and services, and products and services are used interchangeably in these terms and conditions.
Purchasing Entity means a state, city, county, district, other political subdivision of a State, and a nonprofit
organization under the laws of some states if authorized by a Participating Addendum, who issues a Purchase
Order against the Master Agreement and becomes financially committed to the purchase.
3. Term of the Master Agreement
The initial term of this Master Agreement is for two (2) years. This Master Agreement may be extended beyond
the original contract period for successive periods with a maximum aggregate, including all extensions, not to
exceed five (5) years at the Lead State’s discretion and by mutual agreement and upon review of requirements
of Participating Entities, current market conditions, and Contractor performance.
4. Amendments
The terms of this Master Agreement shall not be waived, altered, modified, supplemented or amended in any
manner whatsoever without prior written approval of the Lead State.
5. Assignment/Subcontracts
a. Contractor shall not assign, sell, transfer, subcontract or sublet rights, or delegate responsibilities under this
Master Agreement, in whole or in part, without the prior written approval of the Lead State.
b. The Lead State reserves the right to assign any rights or duties, including written assignment of contract
administration duties to NASPO Cooperative Purchasing Organization LLC, doing business as NASPO
ValuePoint.
6. Price and Rate Guarantee Period
All prices and rates must be guaranteed for the initial term of the Master Agreement. Following the initial
Master Agreement period, any request for price or rate adjustment must be for an equal guarantee period, and
must be made at least ninety (90) days prior to the effective date. Requests for price or rate adjustment must
include sufficient documentation supporting the request. Any adjustment or amendment to the Master
Agreement shall not be effective unless approved by the Lead State. No retroactive adjustments to prices or
Page 85 of 432
Master Agreement
Section 3: NASPO ValuePoint Master Agreement Terms and
Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
24 | Page
rates will be allowed.
7. Cancellation
Unless otherwise stated, this Master Agreement may be canceled by either party upon 60 days written notice
prior to the effective date of the cancellation. Further, any Participating State may cancel its participation upon
30 days written notice, unless otherwise limited or stated in the Participating Addendum. Cancellation may be
in whole or in part. Any cancellation under this provision shall not affect the rights and obligations attending
orders outstanding at the time of cancellation, including any right of and Purchasing Entity to indemnification by
the Contractor, rights of payment for Products delivered and accepted, and rights attending any warranty or
default in performance in association with any Order. Cancellation of the Master Agreement due to Contractor
default may be immediate.
8. Confidentiality, Non-Disclosure, and Injunctive Relief
Provisions governing confidentiality of information during performance of orders for the State of Arizona are
governed by The State of Arizona Special Terms and Conditions. Except where a Participating Addendum
prescribes otherwise, this section governs confidentiality and disclosure of information of other Purchasing
Entities.
a. Confidentiality. Contractor acknowledges that it and its employees or agents may, in the course of providing
a Product under this Master Agreement, be exposed to or acquire information that is confidential to Purchasing
Entity’s or Purchasing Entity’s clients. Any and all information of any form that is marked as confidential or
would by its nature be deemed confidential obtained by Contractor or its employees or agents in the
performance of this Master Agreement, including, but not necessarily limited to (1) any Purchasing Entity’s
records, (2) personnel records, and (3) information concerning individuals, is confidential information of
Purchasing Entity (“Confidential Information”). Any reports or other documents or items (including software)
that result from the use of the Confidential Information by Contractor shall be treated in the same manner as
the Confidential Information. Confidential Information does not include information that (1) is or becomes
(other than by disclosure by Contractor) publicly known; (2) is furnished by Purchasing Entity to others without
restrictions similar to those imposed by this Master Agreement; (3) is rightfully in Contractor’s possession
without the obligation of nondisclosure prior to the time of its disclosure under this Master Agreement; (4) is
obtained from a source other than Purchasing Entity without the obligation of confidentiality, (5) is disclosed
with the written consent of Purchasing Entity or; (6) is independently developed by employees, agents or
subcontractors of Contractor who can be shown to have had no access to the Confidential Information.
b. Non-Disclosure. Contractor shall hold Confidential Information in confidence, using at least the industry
standard of confidentiality, and shall not copy, reproduce, sell, assign, license, market, transfer or otherwise
dispose of, give, or disclose Confidential Information to third parties or use Confidential Information for any
purposes whatsoever other than what is necessary to the performance of Orders placed under this Master
Agreement. Contractor shall advise each of its employees and agents of their obligations to keep Confidential
Information confidential. Contractor shall use commercially reasonable efforts to assist Purchasing Entity in
identifying and preventing any unauthorized use or disclosure of any Confidential Information. Without limiting
the generality of the foregoing, Contractor shall advise Purchasing Entity, applicable Participating State, and
the Lead State immediately if Contractor learns or has reason to believe that any person who has had access
to Confidential Information has violated or intends to violate the terms of this Master Agreement, and
Contractor shall at its expense cooperate with Purchasing Entity in seeking injunctive or other equitable relief in
the name of Purchasing Entity or Contractor against any such person. Except as directed by Purchasing
Entity, Contractor will not at any time during or after the term of this Master Agreement disclose, directly or
Page 86 of 432
Master Agreement
Section 3: NASPO ValuePoint Master Agreement Terms and
Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
25 | Page
indirectly, any Confidential Information to any person, except in accordance with this Master Agreement, and
that upon termination of this Master Agreement or at Purchasing Entity’s request, Contractor shall turn over to
Purchasing Entity all documents, papers, and other matter in Contractor's possession that embody Confidential
Information. Notwithstanding the foregoing, Contractor may keep one copy of such Confidential Information
necessary for quality assurance, audits and evidence of the performance of this Master Agreement.
c. Injunctive Relief. Contractor acknowledges that breach of this section, including disclosure of any
Confidential Information, will cause irreparable injury to Purchasing Entity that is inadequately compensable in
damages. Accordingly, Purchasing Entity may seek and obtain injunctive relief against the breach or
threatened breach of the foregoing undertakings, in addition to any other legal remedies that may be available.
Contractor acknowledges and agrees that the covenants contained herein are necessary for the protection of
the legitimate business interests of Purchasing Entity and are reasonable in scope and content.
d. Purchasing Entity Law. These provisions shall be applicable only to extent they are not in conflict with the
applicable public disclosure laws of any Purchasing Entity.
9. Right to Publish
Throughout the duration of this Master Agreement, Contractor must secure from the Lead State prior approval for
the release of any information that pertains to the potential work or activities covered by the Master Agreement.
The Contractor shall not make any representations of NASPO ValuePoint’s opinion or position as to the quality or
effectiveness of the services that are the subject of this Master Agreement without prior written consent. Failure
to adhere to this requirement may result in termination of the Master Agreement for cause.
10. Defaults and Remedies
a. The occurrence of any of the following events shall be an event of default under this Master Agreement:
(1) Nonperformance of contractual requirements; or
(2) A material breach of any term or condition of this Master Agreement; or
(3) Any certification, representation or warranty by Contractor in response to the solicitation or in this
Master Agreement that proves to be untrue or materially misleading; or
(4) Institution of proceedings under any bankruptcy, insolvency, reorganization or similar law, by or
against Contractor, or the appointment of a receiver or similar officer for Contractor or any of its
property, which is not vacated or fully stayed within thirty (30) calendar days after the institution or
occurrence thereof; or
(5) Any default specified in another section of this Master Agreement.
b. Upon the occurrence of an event of default, Lead State shall issue a written notice of default, identifying the
nature of the default, and providing a period of 15 calendar days in which Contractor shall have an opportunity
to cure the default. The Lead State shall not be required to provide advance written notice or a cure period and
may immediately terminate this Master Agreement in whole or in part if the Lead State, in its sole discretion,
determines that it is reasonably necessary to preserve public safety or prevent immediate public crisis. Time
allowed for cure shall not diminish or eliminate Contractor’s liability for damages, including liquidated damages
to the extent provided for under this Master Agreement.
c. If Contractor is afforded an opportunity to cure and fails to cure the default within the period specified in the
written notice of default, Contractor shall be in breach of its obligations under this Master Agreement and Lead
State shall have the right to exercise any or all of the following remedies:
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Master Agreement
Section 3: NASPO ValuePoint Master Agreement Terms and
Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
26 | Page
(1) Exercise any remedy provided by law; and
(2) Terminate this Master Agreement and any related Contracts or portions thereof; and
(3) Impose liquidated damages as provided in this Master Agreement; and
(4) Suspend Contractor from being able to respond to future bid solicitations; and
(5) Suspend Contractor’s performance; and
(6) Withhold payment until the default is remedied.
d. Unless otherwise specified in the Participating Addendum, in the event of a default under a Participating
Addendum, a Participating State shall provide a written notice of default as described in this section and have
all of the rights and remedies under this paragraph regarding its participation in the Master Agreement, in
addition to those set forth in its Participating Addendum. Unless otherwise specified in a Purchase Order, a
Purchasing Entity shall provide written notice of default as described in this section and have all of the rights
and remedies under this paragraph and any applicable Participating Addendum with respect to an Order
placed by the Purchasing Entity. Nothing in these Master Agreement Terms and Conditions shall be construed
to limit the rights and remedies available to a Purchasing Entity under the applicable commercial code.
11. Shipping and Delivery.
Section 3.2.1.8 of the solicitation prescribes requirements for product delivery and return.
12. Changes in Contractor Representation
The Contractor must notify the Lead State of changes in the Contractor’s key administrative personnel, in writing
within 10 calendar days of the change. The Lead State reserves the right to approve changes in key personnel,
as identified in the Contractor’s proposal. The Contractor agrees to propose replacement key personnel having
substantially equal or better education, training, and experience as was possessed by the key person proposed
and evaluated in the Contractor’s proposal.
13. Force Majeure
Neither party to this Master Agreement shall be held responsible for delay or default caused by “force
majeure,” as that term is defined in and under conditions specified in section 6.4 of the State of Arizona
Uniform Terms and Conditions.
14. Indemnification
a. Section 5.1X1.1 of the State of Arizona Special Terms and Conditions governs indemnification of the State
of Arizona. With respect to other entities, the Contractor shall defend, indemnify and hold harmless NASPO,
NASPO Cooperative Purchasing Organization LLC (doing business as NASPO ValuePoint), the Lead State,
Participating Entities, and Purchasing Entities, along with their officers, agents, and employees as well as any
person or entity for which they may be liable, from and against claims, damages or causes of action including
reasonable attorneys’ fees and related costs for any death, injury, or damage to property arising from act(s),
error(s), or omission(s) of the Contractor, its employees or subcontractors or volunteers, at any tier, relating to
the performance under the Master Agreement.
b. Indemnification – Intellectual Property. Section 6.3 of the State of Arizona Uniform Terms and Conditions
governs indemnification of the State for intellectual property infringement claims. With respect to other entities
the Contractor shall defend, indemnify and hold harmless NASPO, NASPO Cooperative Purchasing
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Master Agreement
Section 3: NASPO ValuePoint Master Agreement Terms and
Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
27 | Page
Organization LLC (doing business as NASPO ValuePoint), Participating Entities, Purchasing Entities, along
with their officers, agents, and employees as well as any person or entity for which they may be liable
("Indemnified Party"), from and against claims, damages or causes of action including reasonable attorneys’
fees and related costs arising out of the claim that the Product or its use, infringes Intellectual Property rights
("Intellectual Property Claim").
(1) The Contractor’s obligations under this section shall not extend to any combination of the Product
with any other product, system or method, unless the Product, system or method is:
(a) provided by the Contractor or the Contractor’s subsidiaries or affiliates;
(b) specified by the Contractor to work with the Product; or
(c) reasonably required, in order to use the Product in its intended manner, and the infringement
could not have been avoided by substituting another reasonably available product, system or method capable
of performing the same function; or
(d) It would be reasonably expected to use the Product in combination with such product,
system or method.
(2) The Indemnified Party shall notify the Contractor within a reasonable time after receiving notice of
an Intellectual Property Claim. Even if the Indemnified Party fails to provide reasonable notice, the Contractor
shall not be relieved from its obligations unless the Contractor can demonstrate that it was prejudiced in
defending the Intellectual Property Claim resulting in increased expenses or loss to the Contractor. If the
Contractor promptly and reasonably investigates and defends any Intellectual Property Claim, it shall have
control over the defense and settlement of it. However, the Indemnified Party must consent in writing for any
money damages or obligations for which it may be responsible. The Indemnified Party shall furnish, at the
Contractor’s reasonable request and expense, information and assistance necessary for such defense. If the
Contractor fails to vigorously pursue the defense or settlement of the Intellectual Property Claim, the
Indemnified Party may assume the defense or settlement of it and the Contractor shall be liable for all costs
and expenses, including reasonable attorneys’ fees and related costs, incurred by the Indemnified Party in the
pursuit of the Intellectual Property Claim. Unless otherwise agreed in writing, this section is not subject to any
limitations of liability in this Master Agreement or in any other document executed in conjunction with this
Master Agreement.
15. Independent Contractor
The Contractor shall be an independent contractor. Contractor shall have no authorization, express or implied,
to bind the Lead State, Participating States, other Participating Entities, or Purchasing Entities to any
agreements, settlements, liability or understanding whatsoever, and agrees not to hold itself out as agent
except as expressly set forth herein or as expressly agreed in any Participating Addendum.
16. Individual Customers
Except to the extent modified by a Participating Addendum, each Purchasing Entity shall follow the terms and
conditions of the Master Agreement and applicable Participating Addendum and will have the same rights and
responsibilities for their purchases as the Lead State has in the Master Agreement, including but not limited to,
any indemnity or right to recover any costs as such right is defined in the Master Agreement and applicable
Participating Addendum for their purchases. Each Purchasing Entity will be responsible for its own charges,
fees, and liabilities. The Contractor will apply the charges and invoice each Purchasing Entity individually.
Page 89 of 432
Master Agreement
Section 3: NASPO ValuePoint Master Agreement Terms and
Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
28 | Page
17. Insurance
a. The insurance requirements of the State of Arizona are specified in section 5.1 X 1.2 of the State of Arizona
Special Terms and Conditions. For performance in other states, unless otherwise agreed in a Participating
Addendum, Contractor shall, during the term of this Master Agreement, maintain in full force and effect, the
insurance described in this section. Contractor shall acquire such insurance from an insurance carrier or
carriers licensed to conduct business in each Participating State’s state and having a rating of A-, Class VII or
better, in the most recently published edition of Best’s Reports. Failure to buy and maintain the required
insurance may result in this Master Agreement’s termination or, at a Participating State’s option, result in
termination of its Participating Addendum.
b. Coverage shall be written on an occurrence basis. The minimum acceptable limits shall be as indicated
below, with no deductible for each of the following categories:
1) Commercial General Liability (CGL) – Occurrence Form
Policy shall include bodily injury, property damage, and broad form contractual liability coverage.
General Aggregate $2,000,000
Products – Completed Operations Aggregate $1,000,000
Personal and Advertising Injury $1,000,000
Damage to Rented Premises $50,0000
Each Occurrence $1,000,000
2) Business Automobile Liability
Bodily injury and Property Damage for any owned, hired, and/or non-owned automobiles used in the
performance of this Contract. Combined Single Limit (CSL) $1,000,000
3) Technology Errors & Omissions Insurance
Each Claim $2,000,000
Annual Aggregate $2,000,000
Such insurance shall cover any, and all errors, omissions, or negligent acts in the delivery of products,
services, and/or licensed programs under this contract. Coverage shall include or shall not exclude
services, and/or licensed programs under this contract. Coverage shall include or shall not exclude
settlement and/or defense of claims involving intellectual property, including but not limited to patent or
copyright infringement. In the event that Tech E&O insurance required by this Contact is written on a
claims-made basis, Contractor warrants that any retroactive date under the policy shall precede the
effective date of this Contract and, either continuous coverage will be maintained or an extended
discovery period will be exercised for a period of two (2) years, beginning at the time work under this
contract is completed.
c. Contractor shall pay premiums on all insurance policies. Such policies shall also reference this Master
Agreement and shall have a condition that they not be revoked by the insurer until thirty (30) calendar days
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Master Agreement
Section 3: NASPO ValuePoint Master Agreement Terms and
Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
29 | Page
after notice of intended revocation thereof shall have been given to Purchasing Entity and Participating State
by the Contractor.
d. Prior to commencement of performance, Contractor shall provide to the Lead State a written endorsement to
the Contractor’s general liability insurance policy or other documentary evidence acceptable to the Lead State
that (1) names the Participating States identified in the Request for Proposal as additional insureds, (2)
provides that no material alteration, cancellation, non-renewal, or expiration of the coverage contained in such
policy shall have effect unless the named Participating State has been given at least thirty (30) days prior
written notice, and (3) provides that the Contractor’s liability insurance policy shall be primary, with any liability
insurance of any Participating State as secondary and noncontributory. Unless otherwise agreed in any
Participating Addendum, the Participating State’s rights and Contractor’s obligations are the same as those
specified in the first sentence of this subsection. Before performance of any Purchase Order issued after
execution of a Participating Addendum authorizing it, the Contractor shall provide to a Purchasing Entity or
Participating State who requests it the same information described in this subsection.
e. Contractor shall furnish to the Lead State, Participating State, and, on request, the Purchasing Entity copies
of certificates of all required insurance within thirty (30) calendar days of the execution of this Master
Agreement, the execution of a Participating Addendum, or the Purchase Order’s effective date and prior to
performing any work. The insurance certificate shall provide the following information: the name and address
of the insured; name, address, telephone number and signature of the authorized agent; name of the
insurance company (authorized to operate in all states); a description of coverage in detailed standard
terminology (including policy period, policy number, limits of liability, exclusions and endorsements); and an
acknowledgment of the requirement for notice of cancellation. Copies of renewal certificates of all required
insurance shall be furnished within thirty (30) days after any renewal date. These certificates of insurance
must expressly indicate compliance with each and every insurance requirement specified in this section.
Failure to provide evidence of coverage may, at sole option of the Lead State, or any Participating State, result
in this Master Agreement’s termination or the termination of any Participating Addendum.
f. Coverage and limits shall not limit Contractor’s liability and obligations under this Master Agreement, any
Participating Addendum, or any Purchase Order.
18. Laws and Regulations
Any and all Products offered and furnished shall comply with solicitation section 5.10, Compliance with
Applicable Laws.
19. License of Pre-Existing Intellectual Property
Any rights to intellectual property shall be as prescribed in the Lead State’s solicitation and resulting contract,
and Purchasing Entities shall have the same rights as the Lead State under those provisions.
20. No Waiver of Sovereign Immunity
In no event shall this Master Agreement, any Participating Addendum or any contract or any Purchase Order
issued thereunder, or any act of a Lead State, a Participating State, or a Purchasing Entity be a waiver of any
form of defense or immunity, whether sovereign immunity, governmental immunity, immunity based on the
Eleventh Amendment to the Constitution of the United States or otherwise, from any claim or from the
jurisdiction of any court.
This section applies to a claim brought against the Participating State only to the extent Congress
Page 91 of 432
Master Agreement
Section 3: NASPO ValuePoint Master Agreement Terms and
Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
30 | Page
has appropriately abrogated the Participating State’s sovereign immunity and is not consent by the
Participating State to be sued in federal court. This section is also not a waiver by the Participating
State of any form of immunity, including but not limited to sovereign immunity and immunity based
on the Eleventh Amendment to the Constitution of the United States.
21. Ordering
a. Master Agreement order and purchase order numbers shall be clearly shown on all acknowledgments,
shipping labels, packing slips, invoices, and on all correspondence.
b. The resulting Master Agreements permit Purchasing Entities to define project-specific requirements and
informally compete the requirement among companies having a Master Agreement on an “as needed” basis.
This procedure may also be used when requirements are aggregated or other firm commitments may be made
to achieve reductions in pricing. This procedure may be modified in Participating Addenda and adapted to
Purchasing Entity rules and policies. The Purchasing Entity may in its sole discretion determine which Master
Agreement Contractors should be solicited for a quote. The Purchasing Agency may select the quote that it
considers most advantageous, cost and other factors considered.
c. Each Purchasing Entity will identify and utilize its own appropriate purchasing procedure and documentation.
Contractor is expected to become familiar with the Purchasing Entities’ rules, policies, and procedures
regarding the ordering of supplies and/or services contemplated by this Master Agreement.
d. Contractor shall not begin work without a valid Purchase Order or other appropriate commitment document
compliance with the law of the Purchasing Entity.
e. Orders may be placed consistent with the terms of this Master Agreement during the term of the Master
Agreement.
f. All Orders pursuant to this Master Agreement, at a minimum, shall include:
(1) The services or supplies being delivered;
(2) The place and requested time of delivery;
(3) A billing address;
(4) The name, phone number, and address of the Purchasing Entity representative;
(5) The price per hour or other pricing elements consistent with this Master Agreement and the
contractor’s proposal;
(6) A ceiling amount of the order for services being ordered; and
(7) The Master Agreement identifier.
g. All communications concerning administration of Orders placed shall be furnished solely to the authorized
purchasing agent within the Purchasing Entity’s purchasing office, or to such other individual identified in
writing in the Order.
h. Orders must be placed pursuant to this Master Agreement prior to the termination date thereof, but may
have a delivery date or performance period up to 120 days past the then-current termination date of this
Master Agreement. Contractor is reminded that financial obligations of Purchasing Entities payable after the
current applicable fiscal year are contingent upon agency funds for that purpose being appropriated, budgeted,
and otherwise made available.
i. Notwithstanding the expiration or termination of this Master Agreement, Contractor agrees to perform in
accordance with the terms of any Orders then outstanding at the time of such expiration or termination.
Contractor shall not honor any Orders placed after the expiration or termination of this Master Agreement, or
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Master Agreement
Section 3: NASPO ValuePoint Master Agreement Terms and
Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
31 | Page
otherwise inconsistent with its terms. Orders from any separate indefinite quantity, task orders, or other form of
indefinite delivery order arrangement priced against this Master Agreement may not be placed after the
expiration or termination of this Master Agreement, notwithstanding the term of any such indefinite delivery
order agreement.
22. Participants
a. Contractor may not deliver Products under this Master Agreement until a Participating Addendum
acceptable to the Participating State and Contractor is executed. The NASPO ValuePoint Master Agreement
Terms and Conditions are applicable to any Order by a Participating State (and other Purchasing Entities
covered by their Participating Addendum), except to the extent altered, modified, supplemented or amended by
a Participating Addendum. By way of illustration and not limitation, this authority may apply to unique delivery
and invoicing requirements, confidentiality requirements, defaults on Orders, governing law and venue relating
to Orders by a Participating State, indemnification, and insurance requirements. Statutory or constitutional
requirements relating to availability of funds may require specific language in some Participating Addenda in
order to comply with applicable law. The expectation is that these alterations, modifications, supplements, or
amendments will be addressed in the Participating Addendum or, with the consent of the Purchasing Entity
and Contractor, may be included in the ordering document (e.g. purchase order or contract) used by the
Purchasing Entity to place the Order.
b. Use of specific NASPO ValuePoint cooperative Master Agreements by state agencies, political subdivisions
and other Participating Entities (including cooperatives) authorized by individual state’s statutes to use state
contracts are subject to the approval of the respective State Chief Procurement Official. Issues of
interpretation and eligibility for participation are solely within the authority of the respective State Chief
Procurement Official.
c. Obligations under this Master Agreement are limited to those Participating Entities who have signed a
Participating Addendum and Purchasing Entities within the scope of those Participating Addenda. Financial
obligations of Participating States are limited to the orders placed by the departments or other state agencies
and institutions having available funds. Participating States incur no financial obligations on behalf of political
subdivisions. Contractor shall email a fully executed PDF copy of each Participating Addendum to PA@wsca-
naspo.org to support documentation of participation and posting in appropriate data bases.
d. NASPO Cooperative Purchasing Organization LLC, doing business as NASPO ValuePoint, is not a party to
the Master Agreement. It is a nonprofit cooperative purchasing organization assisting states in administering
the NASPO cooperative purchasing program for state government departments, institutions, agencies and
political subdivisions (e.g., colleges, school districts, counties, cities, etc.) for all 50 states, the District of
Columbia and the territories of the United States.
e. State Participating Addenda or other Participating Addenda shall not be construed to amend the terms of
this Master Agreement between the Lead State and Contractor.
f. Participating Entities who are not states may under some circumstances sign their own Participating
Addendum, subject to the approval of participation by the Chief Procurement Official of the state where the
Participating State is located.
g. Resale. “Resale” means any transfer of software for compensation or assignment of services for
compensation. Subject to any specific conditions included in the solicitation or Contractor’s proposal as
accepted by the Lead State, or as explicitly permitted in a Participating Addendum, Purchasing Entities may
not resell Products (the definition of which includes software and services that are deliverables). Absent any
Page 93 of 432
Master Agreement
Section 3: NASPO ValuePoint Master Agreement Terms and
Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
32 | Page
such condition or explicit permission, this limitation does not prohibit: payments by employees of a Purchasing
Entity for Products; sales of Products to the general public as surplus property; and fees associated with
inventory transactions with other governmental or nonprofit entities under cooperative agreements and
consistent with a Purchasing Entity’s laws and regulations. Any sale or transfer permitted by this subsection
must be consistent with license rights granted for use of intellectual property.
23. Payment
Payment for completion of a contract order is normally made within 30 days following the date the entire order
is delivered or the date a correct invoice is received, whichever is later. After 45 days the Contractor may
assess overdue account charges up to a maximum rate of one percent per month on the outstanding balance.
Payments will be remitted by mail. Payments may be made via a State or political subdivision “Purchasing
Card” with no additional charge.
Any prompt payment terms proposed by contractor shall be extended to all Purchasing Entities.
24. Public Information.
This Master Agreement and all related documents are subject to disclosure pursuant to the Purchasing Entity’s
public information laws.
25. Records Administration and Audit.
a. The Contractor shall maintain books, records, documents, and other evidence pertaining to this Master
Agreement and orders placed by Purchasing Entities under it to the extent and in such detail as shall
adequately reflect performance and administration of payments and fees. Contractor shall permit the Lead
State, a Participating State, a Purchasing Entity, the federal government (including its grant awarding entities
and the U.S. Comptroller General), and any other duly authorized agent of a governmental agency, to audit,
inspect, examine, copy and/or transcribe Contractor's books, documents, papers and records directly pertinent
to this Master Agreement or orders placed by a Purchasing Entity under it for the purpose of making audits,
examinations, excerpts, and transcriptions. This right shall survive for a period of five (5) years following
termination of this Agreement or final payment for any order placed by a Purchasing Entity against this
Agreement, whichever is later, to assure compliance with the terms hereof or to evaluate performance
hereunder.
b. Without limiting any other remedy available to any governmental entity, the Contractor shall reimburse the
applicable Lead State, Participating State, or Purchasing Entity for any overpayments inconsistent with the
terms of the Master Agreement or orders or underpayment of fees found as a result of the examination of the
Contractor’s records.
c. The rights and obligations herein right exist in addition to any quality assurance obligation in the Master
Agreement requiring the Contractor to self-audit contract obligations and that permits the Lead State to review
compliance with those obligations.
26. Administrative Fees
a. The Contractor shall pay to NASPO ValuePoint, or its assignee, a NASPO ValuePoint Administrative Fee of
one-quarter of one percent (0.25% or 0.0025) no later than 60 days following the end of each calendar quarter.
The NASPO ValuePoint Administrative Fee shall be submitted quarterly and is based on all sales of products
and services under the Master Agreement (less any charges for taxes or shipping). The NASPO ValuePoint
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Master Agreement
Section 3: NASPO ValuePoint Master Agreement Terms and
Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
33 | Page
Administrative Fee is not negotiable. This fee is to be included as part of the pricing submitted with proposal.
b. Additionally, some states, such as the State of Arizona, may require an additional fee be paid directly to the
state only on purchases made by Purchasing Entities within that state. For all such requests, the fee level,
payment method and schedule for such reports and payments will be incorporated into the Participating
Addendum that is made a part of the Master Agreement. The Contractor may adjust the Master Agreement
pricing accordingly for purchases made by Purchasing Entities within the jurisdiction of the state. All such
agreements shall not affect the NASPO ValuePoint Administrative Fee percentage or the prices paid by the
Purchasing Entities outside the jurisdiction of the state requesting the additional fee. The NASPO ValuePoint
Administrative Fee in subsection 26a shall be based on the gross amount of all sales (less any charges for
taxes or shipping) at the adjusted prices (if any) in Participating Addenda.
27. NASPO ValuePoint Summary and Detailed Usage Reports
In addition to other reports that may be required by this solicitation, the Contractor shall provide the following
NASPO ValuePoint reports.
a. Summary Sales Data. The Contractor shall submit quarterly sales reports directly to NASPO ValuePoint
using the NASPO ValuePoint Quarterly Sales/Administrative Fee Reporting Tool found at
http://www.naspo.org/WNCPO/Calculator.aspx. Any/all sales made under the contract shall be reported as
cumulative totals by state. Even if Contractor experiences zero sales during a calendar quarter, a report is still
required. Reports shall be due no later than 30 day following the end of the calendar quarter (as specified in
the reporting tool).
b. Detailed Sales Data. Contractor shall also report detailed sales data by: (1) state; (2) entity/customer type,
e.g. local government, higher education, K12, non-profit; (3) Purchasing Entity name; (4) Purchasing Entity bill-
to and ship-to locations; (4) Purchasing Entity and Contractor Purchase Order identifier/number(s); (5)
Purchase Order Type (e.g. sales order, credit, return, upgrade, determined by industry practices); (6) Purchase
Order date; (7) Ship Date; (8) and line item description, including product number if used. The report shall be
submitted in any form required by the solicitation. Reports are due on a quarterly basis and must be received
by the Lead State and NASPO ValuePoint Cooperative Development Team no later than thirty (30) days after
the end of the reporting period. Reports shall be delivered to the Lead State and to the NASPO ValuePoint
Cooperative Development Team electronically through a designated portal, email, CD-Rom, flash drive or
other method as determined by the Lead State and NASPO ValuePoint. Detailed sales data reports shall
include sales information for all sales under Participating Addenda executed under this Master Agreement. The
format for the detailed sales data report is in shown in EXHIBIT III_Cooperative Contract Sales Reporting Data
Requirements and Data Format.
c. Reportable sales for the summary sales data report and detailed sales data report includes sales to
employees for personal use where authorized by the solicitation and the Participating Addendum. Report data
for employees should be limited to ONLY the state and entity they are participating under the authority of (state
and agency, city, county, school district, etc.) and the amount of sales. No personal identification numbers, e.g.
names, addresses, social security numbers or any other numerical identifier, may be submitted with any
report.
d. Contractor shall provide the NASPO ValuePoint Cooperative Development Coordinator with an executive
summary each quarter that includes, at a minimum, a list of states with an active Participating Addendum,
states that Contractor is in negotiations with and any PA roll out or implementation activities and issues.
NASPO ValuePoint Cooperative Development Coordinator and Contractor will determine the format and
content of the executive summary. The executive summary is due 30 days after the conclusion of each
Page 95 of 432
Master Agreement
Section 3: NASPO ValuePoint Master Agreement Terms and
Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
34 | Page
calendar quarter.
e. Timely submission of these reports is a material requirement of the Master Agreement. The recipient of the
reports shall have exclusive ownership of the media containing the reports. The Lead State and NASPO
ValuePoint shall have a perpetual, irrevocable, non-exclusive, royalty free, transferable right to display, modify,
copy, and otherwise use reports, data and information provided under this section.
28. Standard of Performance and Acceptance.
Determination of the acceptability of services shall be made by the sole judgement of the Purchasing Entity.
Acceptance shall be in writing, verbal acceptance will not be allowed. Services shall be completed in
accordance with the Scope of Work, agreed to and accepted schedules, plans, and agreed to performance
standards. Acceptance shall be one hundred percent (100%) functionality, which will be determined by the
Purchasing Entity. Acceptance criteria shall include, but not be limited to conformity to the scope of work,
quality of workmanship, and successfully performing all required Tasks. Nonconformance to a stated
acceptance and performance criteria of both services and or products, as required, shall result in a delay for
payment. The warranty period will begin upon Acceptance.
29. Warranty
The Contractor warrants for a period of 90 days from the date of Acceptance in accordance with the provisions
of section 7 of the State of Arizona Uniform Terms and Conditions and section 5.1 N. of the State of Arizona
Special Terms and Conditions, with rights of the State available to other Purchasing Entities. Upon breach of
the warranty, the Contractor will repair or replace (at no charge to the Purchasing Entity) the Product whose
nonconformance is discovered and made known to the Contractor. If the repaired and/or replaced Product
proves to be inadequate, or fails of its essential purpose, the Contractor will refund the full amount of any
payments that have been made. The rights and remedies of the parties under this warranty are in addition to
any other rights and remedies of the parties provided by law or equity, including, without limitation, actual
damages, and, as applicable and awarded under the law, to a prevailing party, reasonable attorneys’ fees and
costs.
30. (RESERVED)
31. Title of Product
Upon Acceptance by the Purchasing Entity, Contractor shall convey to Purchasing Entity title to Product
consisting of tangible media free and clear of all liens, encumbrances, or other security interests.
32. Waiver of Breach
Failure of the Lead State, Participating State, or Purchasing Entity to declare a default or enforce any rights
and remedies shall not operate as a waiver under this Master Agreement or Participating Addendum. Any
waiver by the Lead State, Participating State, or Purchasing Entity must be in writing. Waiver by the Lead
State or Participating State of any default, right or remedy under this Master Agreement or Participating
Addendum, or by Purchasing Entity with respect to any Purchase Order, or breach of any terms or
requirements of this Master Agreement, a Participating Addendum, or Purchase Order shall not be construed
or operate as a waiver of any subsequent default or breach of such term or requirement, or of any other term
or requirement under this Master Agreement, Participating Addendum, or Purchase Order.
Page 96 of 432
Master Agreement
Section 3: NASPO ValuePoint Master Agreement Terms and
Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
35 | Page
33. Assignment of Antitrust Rights
Contractor irrevocably assigns to a Participating State any claim for relief or cause of action which the
Contractor now has or which may accrue to the Contractor in the future by reason of any violation of state or
federal antitrust laws (15 U.S.C. § 1-15 or a Participating State’s state antitrust provisions), as now in effect
and as may be amended from time to time, in connection with any goods or services provided to the Contractor
for the purpose of carrying out the Contractor's obligations under this Master Agreement or Participating
Addendum, including, at a Participating State's option, the right to control any such litigation on such claim for
relief or cause of action.
34. Debarment
The Contractor certifies that neither it nor its principals are presently debarred, suspended, proposed for
debarment, declared ineligible, or voluntarily excluded from participation in this transaction (contract) by any
governmental department or agency. This certification represents a recurring certification made at the time
any Order is placed under this Master Agreement. If the Contractor cannot certify this statement, attach a
written explanation for review by the Lead State.
35. Governing Law and Venue
a. The procurement, evaluation, and award of the Master Agreement shall be governed by and construed in
accordance with the laws of the Lead State sponsoring and administering the procurement. The construction
and effect of the Master Agreement after award shall be governed by the law of the state serving as Lead State
(in most cases also the Lead State). The construction and effect of any Participating Addendum or Order
against the Master Agreement shall be governed by and construed in accordance with the laws of the
Participating State’s or Purchasing Entity’s State.
b. Unless otherwise specified in the RFP, the venue for any protest, claim, dispute or action relating to the
procurement, evaluation, and award is in the Lead State. Venue for any claim, dispute or action concerning
the terms of the Master Agreement shall be in the state serving as Lead State. Venue for any claim, dispute, or
action concerning any Order placed against the Master Agreement or the effect of a Participating Addendum
shall be in the Purchasing Entity’s State.
c. If a claim is brought in a federal forum, then it must be brought and adjudicated solely and exclusively within
the United States District Court for (in decreasing order of priority): the Lead State for claims relating to the
procurement, evaluation, award, or contract performance or administration if the Lead State is a party; the
Participating State if a named party; the Participating State state if a named party; or the Purchasing Entity
state if a named party.
36. NASPO ValuePoint eMarket Center
In July 2011, NASPO ValuePoint entered into a multi-year agreement with SciQuest, Inc. whereby SciQuest
will provide certain electronic catalog hosting and management services to enable eligible NASPO
ValuePoint’s customers to access a central online website to view and/or shop the goods and services
available from existing NASPO ValuePoint Cooperative Contracts. The central online website is referred to as
the NASPO ValuePoint eMarket Center.
The Contractor will have visibility in the eMarket Center through Ordering Instructions. These Ordering
Instructions are available at no cost to the Contractor and provided customers information regarding the
Contractors website and ordering information.
Page 97 of 432
Master Agreement
Section 3: NASPO ValuePoint Master Agreement Terms and
Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
36 | Page
At a minimum, the Contractor agrees to the following timeline: NASPO ValuePoint eMarket Center Site Admin
shall provide a written request to the Contractor to begin Ordering Instruction process. The Contractor shall
have thirty (30) days from receipt of written request to work with NASPO ValuePoint to provide any unique
information and ordering instructions that the Contractor would like the customer to have.
37. Contract Provisions for Orders Utilizing Federal Funds.
Pursuant to Appendix II to 2 Code of Federal Regulations (CFR) Part 200, Contract Provisions for Non-Federal
Entity Contracts Under Federal Awards, Orders funded with federal funds may have additional contractual
requirements or certifications that must be satisfied at the time the Order is placed or upon delivery. These
federal requirements may be proposed by Participating Entities in Participating Addenda and Purchasing
Entities for incorporation in Orders placed under this master agreement.
38. State Government Support
No support, facility space, materials, special access, personnel or other obligations on behalf of the states or
other Participating Entity, other than payment, are required under the Master Agreement.
Page 98 of 432
Master Agreement
Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
5.1 State of Arizona Special Terms and Conditions
A. Purpose
Pursuant to provisions of the Arizona Procurement Code, A.R.S. 41-2501 Et Seq., the State of Arizona
intends to establish a Contract (Participating Addendum, PA) for the materials or services as listed
herein in service to the State.
B. Term of Contract
The term of any resultant Contract shall commence on date of execution and shall be for an initial
period of two (2) years, unless terminated, canceled or extended as otherwise provided herein.
C. Contract Extensions
The Contract term is for period stated in Item B. subject to additional successive periods with a
maximum aggregate including all extensions not to exceed five (5) years.
D. Contract Type – Fixed Price
E. Eligible Agencies (STATEWIDE)
This Contract shall be for the use of all State of Arizona departments, agencies, commissions and
boards. In addition, eligible State Purchasing Cooperative members may participate at their discretion.
In order to participate in this contract, a cooperative member shall have entered into a Cooperative
Purchasing Agreement with the Department of Administration, State Procurement Office as required by
Arizona Revised Statues § 41-2632.
Membership in the State Purchasing Cooperative is available to all Arizona political subdivisions
including cities, counties, school districts, and special districts. Membership is also available to all non-
profit organizations, as well as State governments, the US Federal Government and Tribal Nations.
Non-profit organizations are defined in A.R.S. § 41-2631(4) as any nonprofit corporation as designated
by the internal revenue service under section 501(c)(3) through 501(c)(6).
F. Licenses
The Contractor shall maintain in current status, all federal, state and local licenses and permits required
for the operation of the business conducted by the Contractor.
G. Volume of Work
The State does not guarantee a specific amount of work either for the life of the Contract or on an
annual basis.
Page 99 of 432
Master Agreement
Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
38 | Page
H. Key Personnel
It is essential that the Contractor provide adequate experienced personnel, capable of and devoted to
the successful accomplishment of work to be performed under this Contract. The Contractor must
agree to assign specific individuals to the key positions if required.
1. The Contractor agrees that, once assigned to work under this Contract, key personnel shall not be
removed or replaced without written notice to the State.
2. Key personnel who are not available for work under this Contract for a continuous period exceeding
thirty (30) calendar days, or are expected to devote substantially less effort to the work than initially
anticipated, the Contractor shall immediately notify the State, and shall, subject to the concurrence
of the State, replace such personnel with personnel of substantially equal ability and qualifications.
I. Changes
The State may at any time make changes within the general scope of this Contract. The Contractor
shall respond to the Change Order with a proposal. If any such change causes an adjustment in the
cost of, or the time required for the performance of any part of the work under this Contract, whether
changed or not changed by the Change Order, the Procurement Officer shall modify the Contract in
writing via a bilateral Contract Amendment.
J. Price Adjustment
Any price adjustment shall be within the confines of the awarded contract, or as negotiated in service to
this Contract. Any negotiated price adjustments for this Contract shall be documented via a bilateral
Contract Amendment.
K. Payment Procedures
The State will not make payments to any Entity, Group or individual other than the Contractor with the
Federal Employer Identification (FEI) Number identified in the Contract. Contractor invoices requesting
payment to any Entity, Group or individual other than the contractually specified Contractor shall be
returned to the Contractor for correction.
The Contractor shall review and insure that the invoices for services provided show the correct
Contractor name prior to sending them for payment.
If the Contractor Name and FEI Number change, the Contractor must complete an “Assignment and
Agreement” form transferring contract rights and responsibilities to the new Contractor. The State must
indicate consent on the form. A written Contract Amendment must be signed by both parties and a new
W-9 form must be submitted by the new Contractor and entered into the system prior to any payments
being made to the new Contractor.
L. Information Disclosure
The Contractor shall establish and maintain procedures and controls that are acceptable to the State
for the purpose of assuring that no information contained in its records or obtained from the state or
from others in carrying out its functions under the contract shall be used or disclosed by it, its agents,
officers, or employees, except as required to efficiently perform duties under the Contract. Persons
requesting such information should be referred to the State. The Contractor also agrees that any
information pertaining to individual persons shall not be divulged other than to employees or officers of
Page 100 of 432
Master Agreement
Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
39 | Page
the Contractor as needed for the performance of duties under the Contract, unless otherwise agreed to
in writing by the State.
M. Employees of the Contractor
All employees of the Contractor employed in the performance of work under the Contract shall be
considered employees of the Contractor at all times, and not employees of the State. The Contractor
shall comply with the Social Security Act, Workman’s Compensation laws and Unemployment laws of
the State of Arizona and all State, local and Federal legislation relevant to the Contractor’s business.
N. Warranty
All services supplied under this Contract shall be fully guaranteed by the Contractor for a minimum
period of ninety (90) days from the date of acceptance by the State. Any defects of design,
workmanship, or delivered materials, that would result in non-compliance shall be fully corrected by the
Contractor without cost to the State.
O. Compliance with Applicable Laws
The Materials and services supplied under this Contract shall comply with all applicable Federal, state
and local laws, and the Contractor shall maintain all applicable licenses and permit requirements.
Contractor represents and warrants to the State that Contractor has the skill and knowledge possessed
by members of its trade or profession and Contractor will apply that skill and knowledge with care and
diligence so Contactor and Contractor's employees and any authorized subcontractors shall perform
the Services described in this Contract in accordance with the Statement of Work.
Contractor represents and warrants that the Materials provided through this Contract and Statement of
Work shall be free of viruses, backdoors, worms, spyware, malware and other malicious code that will
hamper performance of the Materials, collect unlawful personally identifiable information on Users or
prevent the Materials from performing as required under the terms and conditions of this Contract.
P. Non-Exclusive Contract
Any Contract resulting from this solicitation shall be awarded with the understanding and agreement
that it is for the sole convenience of the State of Arizona. The State reserves the right to obtain like
goods or services from another source when necessary, or when determined to be in the best interest
of the State.
Q. Administrative Fee/Usage Reports
1. In accordance with ARS § 41-2633 the Department of Administration, State Procurement Office
includes an Administrative Fee, in the majority of its Statewide contracts – multiple agency, multiple
government, cooperative contracts. The Administrative Fee is used by the State to defray the
additional costs associated with soliciting, awarding and administering statewide contracts.
In addition to the State agencies, boards and commissions, statewide contracts are available to
members of the State Purchasing Cooperative including cities, counties, school districts, special
districts, other state governments, agencies of the federal government, tribal nations, schools,
medical institutions, and nonprofit organizations.
The Administrative Fee is the responsibility of the contractor. The Administrative Fee is a part of
the contractor’s unit prices and is not to be charged directly to the customer in the form of a
Page 101 of 432
Master Agreement
Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
40 | Page
separate line item. In accordance with Section 26 of the NASPO ValuePoint Master Agreement
Terms and Conditions, the 0.25% NASPO ValuePoint Administrative fee shall be incorporated into
the Offerors base price. Other states, including the State of Arizona, may negotiate additional
Administrative Fees in their Participating Addenda following award of a Master Agreement.
Further, Statewide contracts maintain one set of pricing for all customers and not separate prices
for State agency customers and State Purchasing Cooperative customers.
2. State of Arizona Fee Amount:
Unless defined differently within the contract, the Statewide Contracts Administrative Fee shall be
one percent (1.0%) of quarterly sales receipts under an active Statewide contract, transacted by
only the members of the State Purchasing Cooperative, minus any taxes or regulatory fees, minus
any returns or credits, and minus any shipping charges not already included in the unit prices. The
Administrative Fee percentage is only applicable to amounts actually received by the contractor
during the quarter and is not applicable to amounts ordered by customers but not yet paid for. The
administrative fee is not paid on transactions with state agency customers.
3. Method of Assessment
At the completion of each quarter, the contractor reviews all sales under their contract in
preparation for submission of their Usage Report. The contractor identifies all sales receipts
transacted by members of the State Purchasing Cooperative and assesses one percent (1.0%) of
this amount in their Usage Report. An updated list of State Purchasing Cooperative members may
be found at: https://spo.az.gov/state-purchasing-cooperative . At its option, the State may expand
or narrow the applicability of this fee. The State shall provide thirty (30) written notice prior to
exercising or changing this option. The contractor shall summarize all sales, along with all
assessed Administrative Fee amounts within their Usage Report, including total amounts for the
following:
Total sales receipts from State agencies, boards and commissions;
Total sales receipts from members of the State Purchasing Cooperative; and
Total Administrative Fee amount based on one percent (1.0%) of the sales receipts
from members of the State Purchasing Cooperative.
4. Submission of Reports and Fees. Within thirty (30) days following the end of the quarter, the
contractor submits their Usage Report and if applicable, a check in the amount of one percent
(1%) of their sales receipts from members of the State Purchasing Cooperative, to the
Department of Administration, State Procurement Office. Contractors are required to use the
State’s current report templates unless you have authorization from your contract officer to use a
different format. You need to complete Form 799, which is a cover letter that gives the totals of
your transactions; and Form 801, which is an Excel spreadsheet that details your transactions.
Sales to state agencies and the cooperative members are to be totaled separately. The most
current forms can be downloaded at https://spo.az.gov/statewide-contracts-administrative-fee.
4.1 The submission schedule for Administrative Fees and Usage reports shall be as
follows:
FY Q1, July through September Due October 31
FY Q2, October through December Due January 31
FY Q3, January through March Due by April 30
FY Q4, April through June Due by July 31
Page 102 of 432
Master Agreement
Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
41 | Page
4.2 Usage Reports and any questions are to be submitted by email to the state's
designated usage report email address: usage@azdoa.gov
4.3 Administrative Fees shall be made out to the “State Procurement Office” and mailed
to:
Department of Administration
General Services Division
ATTN: “Statewide Contracts Administrative Fee”
100 N. 15th Avenue, Suite 202
Phoenix, AZ 85007
5. The Administrative Fee shall be a part of the Contractor’s unit prices and is not to be charged
directly to the customer in the form of a separate line item. Statewide contracts shall not have
separate prices for State Agency customers and State Purchasing Cooperative customers.
6. Contractor's failure to remit administrative fees in a timely manner consistent with the contract’s
requirements may result in the State exercising any recourse available under the contract or as
provided for by law.
R. Acceptance
Determination of the acceptability of services shall be made by the sole judgment of the State.
Acceptance shall be in writing, verbal acceptance will not be allowed. Services shall be completed in
accordance with the Scope of Work, agreed to and accepted schedules, plans, and agreed to
performance standards. Acceptance shall be one hundred percent (100%) functionality, which will be
determined by the State. Acceptance criteria shall include, but not be limited to conformity to the scope
of work, quality of workmanship and successfully performing all required Tasks. Nonconformance to
any of the stated acceptance and performance criteria of both services and or products as required
shall result in a delay for payment. Payment shall not be made until nonconformance to the criteria is
corrected as determined by the State.
T. Performance
Contractor agrees that, from and after the date that the applicable services commence, its performance
of the Scope of Services will meet or exceed industry best practices subject to the limitations and in
accordance with the provisions set forth in this Contract. If the Services provided pursuant to this
Contract are changed, modified or enhanced (whether by Change Order or through the provision of
new Services), The State and the Contractor will review the current performance experience and will
in good faith determine whether such experience should be adjusted and whether additional services
should be implemented or whether services be removed. The following requirements shall also apply:
1. Failure to Perform
If Contractor fails to complete any deliverable, then Contractor shall:
1.1 Promptly perform a root-cause analysis to identify the cause of such failure;
1.2 Use commercially reasonable efforts to correct such failure and to begin meeting the
requirements as promptly as practicable;
1.3 Provide the State with a report detailing the cause of, and procedure for correcting, such
Page 103 of 432
Master Agreement
Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
42 | Page
failure; and
1.4 If appropriate under the circumstances, take action to avoid such failure in the future.
2. Root-Cause Analysis
In the event of the Contractor's failure to perform required services or meet agreed upon service
levels or other Contractor service standards as required by the State under this Contract, the
Contractor shall perform an analysis of the cause of the service level problem and implement
remediation steps as appropriate. The State shall have the right to review the analysis and approve
the remediation steps prior to or subsequent to their implementation, as deemed appropriate by the
State, if the remediation steps impact State assets or operational processes.
U. Compensation
Should the Contractor fail to provide all required services or deliver work products, as agreed upon by
State and the Contractor, the State shall be entitled to invoke applicable remedies, including but not
limited to, withholding payment to the Contractor and declaring the Contractor in material breach of the
Contract. If the Contractor is in any manner in default of any obligation or the Contractor’s work or
performance is determined by the State to be defective, sub-standard, or if audit exceptions are
identified, the State may, in addition to other available remedies, either adjust the amount of payment or
withhold payment until satisfactory resolution of the default, defect, exception or sub-standard
performance. The Contractor shall reimburse the State on demand, or the State may deduct from
future payments, any amounts paid for work products or performance which are determined to be an
audit exception, defective or sub-standard performance. The Contractor shall correct its mistakes or
errors without additional cost to the State. The State shall be the sole determiner as to defective or
sub-standard performance.
The Contractor shall fulfill their contractual requirements including the Deliverables identified in the
Statement of Work and fulfill the roles and responsibilities described in the Statement of Work for a firm
fixed price, inclusive of travel and travel-related expenses. The fixed amount shall be inclusive of any
fees for the use of any third party products or services required for use in the performance of this
Contract
V. Contractor Performance Reports
Program management shall document Contractor performance, both exemplary and needing
improvements where corrective action is needed or desired. Copies of corrective action reports will be
forwarded to the Procurement Office for review and any necessary follow-up. The Procurement Office
may contact the Contractor upon receipt of the report and may request corrective action. The
Procurement Office shall discuss the Contractor’s suggested corrective action plan with the
Procurement Specialist for approval of the plan.
W. Offshore Performance of Work Prohibited
Due to security and identity protection concerns, direct services under this contract shall be performed
within the borders of the United States. Any services that are described in the specifications or scope
of work that directly serve the State of Arizona or its clients and may involve access to secure or
sensitive data or personal client data or development or modification of software for the State shall be
performed within the borders of the United States. Unless specifically stated otherwise in the
specifications, this definition does not apply to indirect or “overhead” services, redundant back-up
Page 104 of 432
Master Agreement
Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
43 | Page
services or services that are incidental to the performance of the contract. This provision applies to
work performed by subcontractors at all tiers.
X. Indemnification and Insurance
1.1 Indemnification Clause
To the fullest extent permitted by law, Contractor shall defend, indemnify, and hold harmless the
State of Arizona, and its departments, agencies, boards, commissions, universities, and any
jurisdiction or agency issuing permits for any work included in the project, and their respective
directors, officers, officials, agents and employees (hereinafter referred to as "Indemnitee") from
and against any and all claims, actions, liabilities, costs, losses, or expenses, (including
reasonable attorney's fees), (hereinafter collectively referred to as "Claims") arising out of actual
or alleged bodily injury or personal injury of any person (including death) or loss or damage to
tangible or intangible property caused, or alleged to be caused, in whole or in part, by the
negligent or willful acts or omissions of Contractor or any of Contractor's directors, officers,
agents, employees, volunteers or subcontractors. This indemnity includes any claim or amount
arising or recovered under the Workers' Compensation Law or arising out of the failure of
Contractor to conform to any federal, state or local law, statute, ordinance, rule, regulation or
court decree. It is the specific intention of the parties that the Indemnitee shall, in all instances,
except for Claims arising solely from the negligent or willful acts or omissions of the Indemnitee,
be indemnified by Contractor from and against any and all Claims. It is agreed that Contractor
will be responsible for primary loss investigation, defense and judgment costs where this
indemnification is applicable. This indemnification will survive the termination of the above listed
contract with the Contractor.
This indemnity shall not apply if the contractor or sub-contractor(s) is/are an agency, board,
commission or university of the State of Arizona.
1.2 Insurance Requirements
1.2.1 Contractor and subcontractors shall procure and maintain, until all of their obligations have
been discharged, including any warranty periods under this Contract, insurance against
claims for injury to persons or damage to property arising from, or in connection with, the
performance of the work hereunder by the Contractor, its agents, representatives,
employees or subcontractors.
1.2.2 The Insurance Requirements herein are minimum requirements for this Contract and in
no way limit the indemnity covenants contained in this Contract. The State of Arizona in
no way warrants that the minimum limits contained herein are sufficient to protect the
Contractor from liabilities that arise out of the performance of the work under this Contract
by the Contractor, its agents, representatives, employees or subcontractors, and the
Contractor is free to purchase additional insurance.
1.3 Minimum Scope and Limits of Insurance
Contractor shall provide coverage with limits of liability not less than those stated below.
Page 105 of 432
Master Agreement
Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
44 | Page
1.3.1 Commercial General Liability (CGL) – Occurrence Form
Policy shall include bodily injury, property damage, and broad form contractual liability
coverage.
General Aggregate $2,000,000
Products – Completed Operations Aggregate $1,000,000
Personal and Advertising Injury $1,000,000
Damage to Rented Premises $50,000
Each Occurrence $1,000,000
a. The policy shall be endorsed, as required by this written agreement, to include the
State of Arizona, and its departments, agencies, boards, commissions, universities,
officers, officials, agents, and employees as additional insureds with respect to liability
arising out of the activities performed by or on behalf of the Contractor.
b. Policy shall contain a waiver of subrogation endorsement, as required by this written
agreement, in favor of the State of Arizona, and its departments, agencies, boards,
commissions, universities, officers, officials, agents, and employees for losses arising
from work performed by or on behalf of the Contractor.
1.3.2 Business Automobile Liability
Bodily Injury and Property Damage for any owned, hired, and/or non-owned automobiles
used in the performance of this Contract.
Combined Single Limit (CSL) $1,000,000
Policy shall be endorsed, as required by this written agreement, to include the State of
Arizona, and its departments, agencies, boards, commissions, universities, officers,
officials, agents, and employees as additional insureds with respect to liability arising
out of the activities performed by, or on behalf of, the Contractor involving automobiles
owned, hired and/or non-owned by the Contractor.
c. Policy shall contain a waiver of subrogation endorsement as required by this written
agreement in favor of the State of Arizona, and its departments, agencies, boards,
commissions, universities, officers, officials, agents, and employees for losses arising
from work performed by or on behalf of the Contractor.
1.3.3 Workers’ Compensation and Employers' Liability
Workers' Compensation Statutory
Employers' Liability
Each Accident $1,000,000
Disease – Each Employee $1,000,000
Disease – Policy Limit $1,000,000
d. Policy shall contain a waiver of subrogation endorsement, as required by this written
agreement, in favor of the State of Arizona, and its departments, agencies, boards,
Page 106 of 432
Master Agreement
Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
45 | Page
commissions, universities, officers, officials, agents, and employees for losses arising
from work performed by or on behalf of the Contractor.
e. This requirement shall not apply to each Contractor or subcontractor that is exempt
under A.R.S. § 23-901, and when such Contractor or subcontractor executes the
appropriate waiver form (Sole Proprietor or Independent Contractor).
1.3.4 Technology Errors & Omissions Insurance
Each Claim $2,000,000
Annual Aggregate $2,000,000
f. Such insurance shall cover any, and all errors, omissions, or negligent acts in the
delivery of products, services, and/or licensed programs under this contract.
g. Coverage shall include or shall not exclude settlement and/or defense of claims
involving intellectual property, including but not limited to patent or copyright
infringement.
h. In the event that the Tech E&O insurance required by this Contract is written on a
claims-made basis, Contractor warrants that any retroactive date under the policy shall
precede the effective date of this Contract and, either continuous coverage will be
maintained or an extended discovery period will be exercised for a period of two (2)
years, beginning at the time work under this Contract is completed.
1.3.5 Media Liability Coverage
Each Claim $2,000,000
Annual Aggregate $2,000,000
i. Such insurance shall cover any and all errors and omissions or negligent acts in the
production of content, including but not limited to plagiarism, defamation, libel, slander,
false advertising, invasion of privacy, and infringement of copyright, title, slogan,
trademark, service mark and trade dress.
j. In the event that the Media Liability insurance required by this Contract is written on a
claims-made basis, Contractor warrants that any retroactive date under the policy shall
precede the effective date of this Contract and, either continuous coverage will be
maintained, or an extended discovery period will be exercised for a period of two (2)
years beginning at the time work under this Contract is completed.
1.4 Additional Insurance Requirements
The policies shall include, or be endorsed to include, as required by this written agreement, the
following provisions:
1.4.1 The Contractor's policies, as applicable, shall stipulate that the insurance afforded the
Contractor shall be primary and that any insurance carried by the Department, its agents,
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Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
46 | Page
officials, employees or the State of Arizona shall be excess and not contributory insurance,
as provided by A.R.S. § 41-621 (E).
1.4.2 Insurance provided by the Contractor shall not limit the Contractor’s liability assumed
under the indemnification provisions of this Contract.
1.5 Notice of Cancellation
Applicable to all insurance policies required within the Insurance Requirements of this Contract,
Contractor’s insurance shall not be permitted to expire, be suspended, be canceled, or be
materially changed for any reason without thirty (30) days prior written notice to the State of
Arizona. Within two (2) business days of receipt, Contractor must provide notice to the State of
Arizona if they receive notice of a policy that has been or will be suspended, canceled,
materially changed for any reason, has expired, or will be expiring. Such notice shall be sent
directly to the Department and shall be mailed, emailed, hand delivered or sent by facsimile
transmission to (State Representative’s Name, Address & Fax Number).
1.6 Acceptability of Insurers
Contractor’s insurance shall be placed with companies licensed in the State of Arizona or hold
approved non-admitted status on the Arizona Department of Insurance List of Qualified
Unauthorized Insurers. Insurers shall have an “A.M. Best” rating of not less than A- VII. The
State of Arizona in no way warrants that the above-required minimum insurer rating is sufficient
to protect the Contractor from potential insurer insolvency.
1.7 Verification of Coverage
Contractor shall furnish the State of Arizona with certificates of insurance (valid ACORD form or
equivalent approved by the State of Arizona) as required by this Contract. An authorized
representative of the insurer shall sign the certificates.
1.7.1 All certificates and endorsements, as required by this written agreement, are to be
received and approved by the State of Arizona before work commences. Each insurance
policy required by this Contract must be in effect at, or prior to, commencement of work
under this Contract. Failure to maintain the insurance policies as required by this Contract,
or to provide evidence of renewal, is a material breach of contract.
1.7.2 All certificates required by this Contract shall be sent directly to the Department. The State
of Arizona project/contract number and project description shall be noted on the certificate
of insurance. The State of Arizona reserves the right to require complete copies of all
insurance policies required by this Contract at any time.
1.8 Subcontractors
Contractor’s certificate(s) shall include all subcontractors as insureds under its policies or
Contractor shall be responsible for ensuring and/or verifying that all subcontractors have valid
and collectable insurance as evidenced by the certificates of insurance and endorsements for
each subcontractor. All coverages for subcontractors shall be subject to the minimum Insurance
Page 108 of 432
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Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
47 | Page
Requirements identified above. The Department reserves the right to require, at any time
throughout the life of this contract, proof from the Contractor that its subcontractors have the
required coverage.
1.9 Approval and Modifications
The Contracting Agency, in consultation with State Risk, reserves the right to review or make
modifications to the insurance limits, required coverages, or endorsements throughout the life of
this contract, as deemed necessary. Such action will not require a formal Contract amendment
but may be made by administrative action.
1.10 Exceptions
In the event the Contractor or subcontractor(s) is/are a public entity, then the Insurance
Requirements shall not apply. Such public entity shall provide a certificate of self-insurance. If
the Contractor or subcontractor(s) is/are a State of Arizona agency, board, commission, or
university, none of the above shall apply.
Y. Data Privacy and Security
Contractor shall treat all information obtained through performance of the contract, as confidential or
sensitive information consistent with State and federal law and State Policy. Contractor or its agents
shall not use any data obtained in the performance of the contract in any manner except as necessary
for the proper discharge of its obligations and protection of its rights related to this agreement.
Contractor shall establish and maintain procedures and controls acceptable to the State for the purpose
of assuring that data in its or its agents’ possession is not mishandled, misused, released, disclosed, or
used in an inappropriate manner in performance of the contract. This includes data contained in
Contractor’s records obtained from the State or others, necessary for contract performance. Contractor
and its agents shall take all reasonable steps and precautions to safeguard this information and data
and shall not divulge the information or data to parties other than those needed for the performance of
duties under the contract.
Z. Data Privacy/Security Incident Management
Contractor and its agents shall cooperate and collaborate with appropriate State personnel to identify
and respond to an information security or data privacy incident, including a security breach.
1. Threat of Security Breach
Contractor(s) agrees to notify the State Chief Information Officer (CIO), the State Chief
Information Security Officer (CISO) and other key personnel as identified by the State of any
perceived threats placing the supported infrastructure and/or applications in danger of breach of
security. The speed of notice shall be at least commensurate with the level of threat, as
perceived by the Contractor(s). The State agrees to provide contact information for the State
CIO, CISO and key personnel to the Contractor(s).
2. Discovery of Security Breach
Contractor agrees to immediately notify the State CIO, the CISO and key personnel as identified
by the State of a discovered breach of security. The State agrees to provide contact information
Page 109 of 432
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Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
48 | Page
for the State CIO, the CISO and key personnel.
AA. Security Requirements for Contractor Personnel
Each individual proposed to provide services through this contract agrees to security clearance and
background check procedures, including fingerprinting, as defined by the Arizona Department of
Administration in accordance with Arizona Revised Statutes §41-710. The results of the individual’s
background check procedures must meet all HIPAA and law enforcement requirements. Contractor is
responsible for all costs to obtain security clearance for their consultants providing services through this
contract. Contractor personnel, agents or sub-contractors that have administrative access to the
State’s networks may be subject to any additional security requirements of the State as may be
required for the performance of the contract. The Contractor, its agents and sub-contractors shall
provide documentation to the State confirming compliance with all such additional security
requirements for performance of the contract. Additional security requirements include but are not
limited to the following:
1. Identity and Address Verification – that verifies the individual is who he or she claims to
be including verification of the candidate’s present and previous addresses;
2. UNAX/confidentiality Training;
3. HIPAA Privacy and Security Training; and
4. Information Security Training.
BB. Access Constraints and Requirements
Contractor access to State facilities and resources shall be properly authorized by State personnel,
based on business need and will be restricted to least possible privilege. Upon approval of access
privileges, the Contractor shall maintain strict adherence to all policies, standards, and procedures.
Policies / Standards, ADOA/ASET Policies / Procedures, and Arizona Revised Statues (A.R.S.) §28-
447, §28-449, §38-421, §13-2408, §13-2316, §41-770.
Failure of the Contractor, its agents or subcontractors to comply with policies, standards, and
procedures including any person who commits an unlawful breach or harmful access (physical or
virtual) will be subject to prosecution under all applicable state and / or federal laws.
Any and all recovery or reconstruction costs or other liabilities associated with an unlawful breach or
harmful access shall be paid by the Contractor.
CC. Health Insurance Portability and Accountability Act of 1996
The Contractor warrants that it is familiar with the requirements of HIPAA, as amended by the Health
Information Technology for Economic and Clinical Health Act (HITECH Act) of 2009, and
accompanying regulations and will comply with all applicable HIPAA requirements in the course of this
Contract. Contractor warrants that it will cooperate with the State in the course of performance of the
Contract so that both the State and the Contractor will be in compliance with HIPAA, including
cooperation and coordination with the Arizona Strategic Enterprise Technology (ASET) Group,
Statewide Information Security and Privacy Office (SISPO), Chief Privacy Officer and HIPAA
Coordinator and other compliance officials required by HIPAA and its regulations. Contractor will sign
any documents that are reasonably necessary to keep the State and Contractor in compliance with
Page 110 of 432
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Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
49 | Page
HIPAA, including but not limited to, business associate agreements.
If requested, the Contractor agrees to sign a “Pledge to Protect Confidential Information” and to abide
by the statements addressing the creation, use and disclosure of confidential information, including
information designated as protected health information and all other confidential or sensitive information
as defined in policy. In addition, if requested, Contractor agrees to attend or participate in job related
HIPAA training that is: (1) intended to make the Contractor proficient in HIPAA for purposes of
performing the services required and (2) presented by a HIPAA Privacy Officer or other person or
program knowledgeable and experienced in HIPAA and who has been approved by the ASET/SISPO
Chief Privacy Officer and HIPAA Coordinator.
Suggested References:
https://www.cms.gov/Regulations-and-Guidance/HIPAA-Administrative-
Simplification/HIPAAGenInfo/downloads/hipaalaw.pdf
http://www.hhs.gov/ocr/privacy/hipaa/understanding/
DD. Compliance Requirements for A.R.S. § 41-4401, Government Procurement: E-Verify
Requirement
1. The Contractor warrants compliance with all Federal immigration laws and regulations relating to
employees and warrants its compliance with Section A.R.S. § 23-214, Subsection A. (That
subsection reads: “After December 31, 2007, every employer, after hiring an employee, shall verify
the employment eligibility of the employee through the E-Verify program.)
2. A breach of a warranty regarding compliance with immigration laws and regulations shall be
deemed a material breach of the Contract and the Contractor may be subject to penalties up to and
including termination of the Contract.
3. Failure to comply with a State audit process to randomly verify the employment records of
Contractors and subcontractors shall be deemed a material breach of the Contract and the
Contractor may be subject to penalties up to and including termination of the Contract.
4. The State Agency retains the legal right to inspect the papers of any employee who works on the
Contract to ensure that the Contractor or subcontractor is complying with the warranty under
paragraph One (1).
5.2 State of Arizona Uniform Terms and Conditions
1. Definition of Terms
As used in this Solicitation and any resulting Contract, the terms listed below are defined as follows:
1.1. “Attachment” means any item the Solicitation requires the Offeror to submit as part of the Offer.
1.2. “Contract” means the combination of the Solicitation, including the Uniform and Special
Instructions to Offerors, the Uniform and Special Terms and Conditions, and the Specifications
and Statement or Scope of Work; the Offer and any Best and Final Offers; and any Solicitation
Amendments or Contract Amendments.
Page 111 of 432
Master Agreement
Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
50 | Page
1.3. "Contract Amendment" means a written document signed by the Procurement Officer that is
issued for the purpose of making changes in the Contract.
1.4. “Contractor” means any person who has a Contract with the State.
1.5. “Days” means calendar days unless otherwise specified.
1.6. “Exhibit” means any item labeled as an Exhibit in the Solicitation or placed in the Exhibits
section of the Solicitation.
1.7. “Gratuity” means a payment, loan, subscription, advance, deposit of money, services, or
anything of more than nominal value, present or promised, unless consideration of substantially
equal or greater value is received.
1.8. “Materials” means all property, including equipment, supplies, printing, insurance and leases of
property but does not include land, a permanent interest in land or real property or leasing
space.
1.9. “Procurement Officer” means the person, or his or her designee, duly authorized by the State to
enter into and administer Contracts and make written determinations with respect to the
Contract.
1.10. “Services” means the furnishing of labor, time or effort by a contractor or subcontractor which
does not involve the delivery of a specific end product other than required reports and
performance, but does not include employment agreements or collective bargaining
agreements.
1.11. “Subcontract” means any Contract, express or implied, between the Contractor and another
party or between a subcontractor and another party delegating or assigning, in whole or in part,
the making or furnishing of any material or any service required for the performance of the
Contract.
1.12. “State” means the State of Arizona and Department or Agency of the State that executes the
Contract.
1.13. “State Fiscal Year” means the period beginning with July 1 and ending June 30.
2. Contract Interpretation
2.1. Arizona Law. The Arizona law applies to this Contract including, where applicable, the Uniform
Commercial Code as adopted by the State of Arizona and the Arizona Procurement Code,
Arizona Revised Statutes (A.R.S.) Title 41, Chapter 23, and its implementing rules, Arizona
Administrative Code (A.A.C.) Title 2, Chapter 7.
2.2. Implied Contract Terms. Each provision of law and any terms required by law to be in this
Contract are a part of this Contract as if fully stated in it.
2.3. Contract Order of Precedence. In the event of a conflict in the provisions of the Contract, as
accepted by the State and as they may be amended, the following shall prevail in the order set
forth below:
2.3.1. Special Terms and Conditions;
2.3.2. Uniform Terms and Conditions;
2.3.3. Statement or Scope of Work;
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Master Agreement
Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
51 | Page
2.3.4. Specifications;
2.3.5. Attachments;
2.3.6. Exhibits;
2.3.7. Documents referenced or included in the Solicitation.
2.4. Relationship of Parties. The Contractor under this Contract is an independent Contractor.
Neither party to this Contract shall be deemed to be the employee or agent of the other party to
the Contract.
2.5. Severability. The provisions of this Contract are severable. Any term or condition deemed
illegal or invalid shall not affect any other term or condition of the Contract.
2.6. No Parole Evidence. This Contract is intended by the parties as a final and complete
expression of their agreement. No course of prior dealings between the parties and no usage of
the trade shall supplement or explain any terms used in this document and no other
understanding either oral or in writing shall be binding.
2.7. No Waiver. Either party’s failure to insist on strict performance of any term or condition of the
Contract shall not be deemed a waiver of that term or condition even if the party accepting or
acquiescing in the nonconforming performance knows of the nature of the performance and fails
to object to it.
3. Contract Administration and Operation
3.1. Records. Under A.R.S. § 35-214 and § 35-215, the Contractor shall retain and shall
contractually require each subcontractor to retain all data and other “records” relating to the
acquisition and performance of the Contract for a period of five years after the completion of the
Contract. All records shall be subject to inspection and audit by the State at reasonable times.
Upon request, the Contractor shall produce a legible copy of any or all such records.
3.2. Non-Discrimination. The Contractor shall comply with State Executive Order No. 2009-09 and
all other applicable Federal and State laws, rules and regulations, including the Americans with
Disabilities Act.
3.3. Audit. Pursuant to ARS § 35-214, at any time during the term of this Contract and five (5) years
thereafter, the Contractor’s or any subcontractor’s books and records shall be subject to audit
by the State and, where applicable, the Federal Government, to the extent that the books and
records relate to the performance of the Contract or Subcontract.
3.4. Facilities Inspection and Materials Testing. The Contractor agrees to permit access to its
facilities, subcontractor facilities and the Contractor’s processes or services, at reasonable times
for inspection of the facilities or materials covered under this Contract. The State shall also
have the right to test, at its own cost, the materials to be supplied under this Contract. Neither
inspection of the Contractor’s facilities nor materials testing shall constitute final acceptance of
the materials or services. If the State determines non-compliance of the materials, the
Contractor shall be responsible for the payment of all costs incurred by the State for testing and
inspection.
3.5. Notices. Notices to the Contractor required by this Contract shall be made by the State to the
person indicated on the Offer and Acceptance form submitted by the Contractor unless
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Master Agreement
Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
52 | Page
otherwise stated in the Contract. Notices to the State required by the Contract shall be made by
the Contractor to the Solicitation Contact Person indicated on the Solicitation cover sheet,
unless otherwise stated in the Contract. An authorized Procurement Officer and an authorized
Contractor representative may change their respective person to whom notice shall be given by
written notice to the other and an amendment to the Contract shall not be necessary.
3.6. Advertising, Publishing and Promotion of Contract. The Contractor shall not use, advertise or
promote information for commercial benefit concerning this Contract without the prior written
approval of the Procurement Officer.
3.7. Property of the State. Any materials, including reports, computer programs and other
deliverables, created under this Contract are the sole property of the State. The Contractor is
not entitled to a patent or copyright on those materials and may not transfer the patent or
copyright to anyone else. The Contractor shall not use or release these materials without the
prior written consent of the State.
3.8. Ownership of Intellectual Property. Any and all intellectual property, including but not limited to
copyright, invention, trademark, trade name, service mark, and/or trade secrets created or
conceived pursuant to or as a result of this contract and any related subcontract (“Intellectual
Property”), shall be work made for hire and the State shall be considered the creator of such
Intellectual Property. The agency, department, division, board or commission of the State of
Arizona requesting the issuance of this contract shall own (for and on behalf of the State) the
entire right, title and interest to the Intellectual Property throughout the world. Contractor shall
notify the State, within thirty (30) days, of the creation of any Intellectual Property by it or its
subcontractor(s). Contractor, on behalf of itself and any subcontractor(s), agrees to execute any
and all document(s) necessary to assure ownership of the Intellectual Property vests in the
State and shall take no affirmative actions that might have the effect of vesting all or part of the
Intellectual Property in any entity other than the State. The Intellectual Property shall not be
disclosed by contractor or its subcontractor(s) to any entity not the State without the express
written authorization of the agency, department, division, board or commission of the State of
Arizona requesting the issuance of this contract.
3.9. Federal Immigration and Nationality Act. The contractor shall comply with all federal, state and
local immigration laws and regulations relating to the immigration status of their employees
during the term of the contract. Further, the contractor shall flow down this requirement to all
subcontractors utilized during the term of the contract. The State shall retain the right to perform
random audits of contractor and subcontractor records or to inspect papers of any employee
thereof to ensure compliance. Should the State determine that the contractor and/or any
subcontractors be found noncompliant, the State may pursue all remedies allowed by law,
including, but not limited to; suspension of work, termination of the contract for default and
suspension and/or debarment of the contractor.
3.10 E-Verify Requirements. In accordance with A.R.S. § 41-4401, Contractor warrants compliance
with all Federal immigration laws and regulations relating to employees and warrants its
compliance with Section A.R.S. § 23-214, Subsection A.
3.11 Offshore Performance of Work Prohibited.
Any services that are described in the specifications or scope of work that directly serve the
State of Arizona or its clients and involve access to secure or sensitive data or personal client
data shall be performed within the defined territories of the United States. Unless specifically
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Master Agreement
Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
53 | Page
stated otherwise in the specifications, this paragraph does not apply to indirect or 'overhead'
services, redundant back-up services or services that are incidental to the performance of the
contract. This provision applies to work performed by subcontractors at all tiers.
4. Costs and Payments
4.1. Payments. Payments shall comply with the requirements of A.R.S. Titles 35 and 41, Net 30
days. Upon receipt and acceptance of goods or services, the Contractor shall submit a
complete and accurate invoice for payment from the State within thirty (30) days.
4.2. Delivery. Unless stated otherwise in the Contract, all prices shall be F.O.B. Destination and
shall include all freight delivery and unloading at the destination.
4.3. Applicable Taxes.
4.3.1. Payment of Taxes. The Contractor shall be responsible for paying all applicable taxes.
4.3.2. State and Local Transaction Privilege Taxes. The State of Arizona is subject to all
applicable state and local transaction privilege taxes. Transaction privilege taxes apply
to the sale and are the responsibility of the seller to remit. Failure to collect such taxes
from the buyer does not relieve the seller from its obligation to remit taxes.
4.3.3. Tax Indemnification. Contractor and all subcontractors shall pay all Federal, state and
local taxes applicable to its operation and any persons employed by the Contractor.
Contractor shall, and require all subcontractors to hold the State harmless from any
responsibility for taxes, damages and interest, if applicable, contributions required under
Federal, and/or state and local laws and regulations and any other costs including
transaction privilege taxes, unemployment compensation insurance, Social Security and
Worker’s Compensation.
4.3.4. IRS W9 Form. In order to receive payment the Contractor shall have a current I.R.S. W9
Form on file with the State of Arizona, unless not required by law.
4.4. Availability of Funds for the Next State fiscal year. Funds may not presently be available for
performance under this Contract beyond the current state fiscal year. No legal liability on the
part of the State for any payment may arise under this Contract beyond the current state fiscal
year until funds are made available for performance of this Contract.
4.5. Availability of Funds for the current State fiscal year. Should the State Legislature enter back
into session and reduce the appropriations or for any reason and these goods or services are not
funded, the State may take any of the following actions:
4.5.1. Accept a decrease in price offered by the contractor;
4.5.2. Cancel the Contract; or
4.5.3. Cancel the contract and re-solicit the requirements.
5. Contract Changes
5.1. Amendments. This Contract is issued under the authority of the Procurement Officer who signed
this Contract. The Contract may be modified only through a Contract Amendment within the
scope of the Contract. Changes to the Contract, including the addition of work or materials, the
revision of payment terms, or the substitution of work or materials, directed by a person who is
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Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
54 | Page
not specifically authorized by the procurement officer in writing or made unilaterally by the
Contractor are violations of the Contract and of applicable law. Such changes, including
unauthorized written Contract Amendments shall be void and without effect, and the Contractor
shall not be entitled to any claim under this Contract based on those changes.
5.2. Subcontracts. The Contractor shall not enter into any Subcontract under this Contract for the
performance of this contract without the advance written approval of the Procurement Officer.
The Contractor shall clearly list any proposed subcontractors and the subcontractor’s proposed
responsibilities. The Subcontract shall incorporate by reference the terms and conditions of this
Contract.
5.3. Assignment and Delegation. The Contractor shall not assign any right nor delegate any duty
under this Contract without the prior written approval of the Procurement Officer. The State shall
not unreasonably withhold approval.
6. Risk and Liability
6.1. Risk of Loss: The Contractor shall bear all loss of conforming material covered under this
Contract until received by authorized personnel at the location designated in the purchase order
or Contract. Mere receipt does not constitute final acceptance. The risk of loss for
nonconforming materials shall remain with the Contractor regardless of receipt.
6.2. Indemnification
6.2.1. Contractor/Vendor Indemnification (Not Public Agency) The parties to this contract
agree that the State of Arizona, its departments, agencies, boards and commissions
shall be indemnified and held harmless by the contractor for the vicarious liability of the
State as a result of entering into this contract. However, the parties further agree that
the State of Arizona, its departments, agencies, boards and commissions shall be
responsible for its own negligence. Each party to this contract is responsible for its own
negligence.
6.2.2. Public Agency Language Only Each party (as 'indemnitor') agrees to indemnify, defend,
and hold harmless the other party (as 'indemnitee') from and against any and all claims,
losses, liability, costs, or expenses (including reasonable attorney's fees) (hereinafter
collectively referred to as 'claims') arising out of bodily injury of any person (including
death) or property damage but only to the extent that such claims which result in
vicarious/derivative liability to the indemnitee, are caused by the act, omission,
negligence, misconduct, or other fault of the indemnitor, its officers, officials, agents,
employees, or volunteers."
6.3. Indemnification - Patent and Copyright. The Contractor shall indemnify and hold harmless the
State against any liability, including costs and expenses, for infringement of any patent,
trademark or copyright arising out of Contract performance or use by the State of materials
furnished or work performed under this Contract. The State shall reasonably notify the
Contractor of any claim for which it may be liable under this paragraph. If the contractor is
insured pursuant to A.R.S. § 41-621 and § 35-154, this section shall not apply.
6.4. Force Majeure.
6.4.1 Except for payment of sums due, neither party shall be liable to the other nor deemed in
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Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
55 | Page
default under this Contract if and to the extent that such party’s performance of this
Contract is prevented by reason of force majeure. The term “force majeure” means an
occurrence that is beyond the control of the party affected and occurs without its fault or
negligence. Without limiting the foregoing, force majeure includes acts of God; acts of
the public enemy; war; riots; strikes; mobilization; labor disputes; civil disorders; fire;
flood; lockouts; injunctions-intervention-acts; or failures or refusals to act by government
authority; and other similar occurrences beyond the control of the party declaring force
majeure which such party is unable to prevent by exercising reasonable diligence.
6.4.2. Force Majeure shall not include the following occurrences:
6.4.2.1. Late delivery of equipment or materials caused by congestion at a
manufacturer’s plant or elsewhere, or an oversold condition of the market;
6.4.2.2. Late performance by a subcontractor unless the delay arises out of a force
majeure occurrence in accordance with this force majeure term and condition; or
6.4.2.3. Inability of either the Contractor or any subcontractor to acquire or maintain any
required insurance, bonds, licenses or permits.
6.4.3. If either party is delayed at any time in the progress of the work by force majeure, the
delayed party shall notify the other party in writing of such delay, as soon as is
practicable and no later than the following working day, of the commencement thereof
and shall specify the causes of such delay in such notice. Such notice shall be delivered
or mailed certified-return receipt and shall make a specific reference to this article,
thereby invoking its provisions. The delayed party shall cause such delay to cease as
soon as practicable and shall notify the other party in writing when it has done so. The
time of completion shall be extended by Contract Amendment for a period of time equal
to the time that results or effects of such delay prevent the delayed party from
performing in accordance with this Contract.
6.4.4. Any delay or failure in performance by either party hereto shall not constitute default
hereunder or give rise to any claim for damages or loss of anticipated profits if, and to
the extent that such delay or failure is caused by force majeure.
6.5. Third Party Antitrust Violations. The Contractor assigns to the State any claim for overcharges
resulting from antitrust violations to the extent that those violations concern materials or services
supplied by third parties to the Contractor, toward fulfillment of this Contract.
7. Warranties
7.1. Liens. The Contractor warrants that the materials supplied under this Contract are free of liens
and shall remain free of liens.
7.2. Quality. Unless otherwise modified elsewhere in these terms and conditions, the Contractor
warrants that, for one year after acceptance by the State of the materials, they shall be:
7.2.1. Of a quality to pass without objection in the trade under the Contract description;
7.2.2. Fit for the intended purposes for which the materials are used;
7.2.3. Within the variations permitted by the Contract and are of even kind, quantity, and
quality within each unit and among all units;
Page 117 of 432
Master Agreement
Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
56 | Page
7.2.4. Adequately contained, packaged and marked as the Contract may require; and
7.2.5. Conform to the written promises or affirmations of fact made by the Contractor.
7.3. Fitness. The Contractor warrants that any material supplied to the State shall fully conform to
all requirements of the Contract and all representations of the Contractor, and shall be fit for all
purposes and uses required by the Contract.
7.4. Inspection/Testing. The warranties set forth in subparagraphs 7.1 through 7.3 of this paragraph
are not affected by inspection or testing of or payment for the materials by the State.
7.5. Compliance With Applicable Laws. The materials and services supplied under this Contract
shall comply with all applicable Federal, state and local laws, and the Contractor shall maintain
all applicable license and permit requirements.
7.6. Survival of Rights and Obligations after Contract Expiration or Termination.
7.6.1. Contractor's Representations and Warranties. All representations and warranties made
by the Contractor under this Contract shall survive the expiration or termination hereof.
In addition, the parties hereto acknowledge that pursuant to A.R.S. § 12-510, except as
provided in A.R.S. § 12-529, the State is not subject to or barred by any limitations of
actions prescribed in A.R.S., Title 12, Chapter 5.
7.6.2. Purchase Orders. The Contractor shall, in accordance with all terms and conditions of
the Contract, fully perform and shall be obligated to comply with all purchase orders
received by the Contractor prior to the expiration or termination hereof, unless otherwise
directed in writing by the Procurement Officer, including, without limitation, all purchase
orders received prior to but not fully performed and satisfied at the expiration or
termination of this Contract.
8. State's Contractual Remedies
8.1. Right to Assurance. If the State in good faith has reason to believe that the Contractor does not
intend to, or is unable to perform or continue performing under this Contract, the Procurement
Officer may demand in writing that the Contractor give a written assurance of intent to perform.
Failure by the Contractor to provide written assurance within the number of Days specified in
the demand may, at the State’s option, be the basis for terminating the Contract under the
Uniform Terms and Conditions or other rights and remedies available by law or provided by the
contract.
8.2. Stop Work Order.
8.2.1. The State may, at any time, by written order to the Contractor, require the Contractor to
stop all or any part, of the work called for by this Contract for period(s) of days indicated
by the State after the order is delivered to the Contractor. The order shall be specifically
identified as a stop work order issued under this clause. Upon receipt of the order, the
Contractor shall immediately comply with its terms and take all reasonable steps to
minimize the incurrence of costs allocable to the work covered by the order during the
period of work stoppage.
8.2.2. If a stop work order issued under this clause is canceled or the period of the order or any
extension expires, the Contractor shall resume work. The Procurement Officer shall
make an equitable adjustment in the delivery schedule or Contract price, or both, and
Page 118 of 432
Master Agreement
Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
57 | Page
the Contract shall be amended in writing accordingly.
8.3. Non-exclusive Remedies. The rights and the remedies of the State under this Contract are not
exclusive.
8.4. Nonconforming Tender. Materials or services supplied under this Contract shall fully comply
with the Contract. The delivery of materials or services or a portion of the materials or services
that do not fully comply constitutes a breach of contract. On delivery of nonconforming
materials or services, the State may terminate the Contract for default under applicable
termination clauses in the Contract, exercise any of its rights and remedies under the Uniform
Commercial Code, or pursue any other right or remedy available to it.
8.5. Right of Offset. The State shall be entitled to offset against any sums due the Contractor, any
expenses or costs incurred by the State, or damages assessed by the State concerning the
Contractor’s non-conforming performance or failure to perform the Contract, including
expenses, costs and damages described in the Uniform Terms and Conditions.
9. Contract Termination
9.1. Cancellation for Conflict of Interest. Pursuant to A.R.S. § 38-511, the State may cancel this
Contract within three (3) years after Contract execution without penalty or further obligation if
any person significantly involved in initiating, negotiating, securing, drafting or creating the
Contract on behalf of the State is or becomes at any time while the Contract or an extension of
the Contract is in effect an employee of or a consultant to any other party to this Contract with
respect to the subject matter of the Contract. The cancellation shall be effective when the
Contractor receives written notice of the cancellation unless the notice specifies a later time. If
the Contractor is a political subdivision of the State, it may also cancel this Contract as provided
in A.R.S. § 38-511.
9.2. Gratuities. The State may, by written notice, terminate this Contract, in whole or in part, if the
State determines that employment or a Gratuity was offered or made by the Contractor or a
representative of the Contractor to any officer or employee of the State for the purpose of
influencing the outcome of the procurement or securing the Contract, an amendment to the
Contract, or favorable treatment concerning the Contract, including the making of any
determination or decision about contract performance. The State, in addition to any other rights
or remedies, shall be entitled to recover exemplary damages in the amount of three times the
value of the Gratuity offered by the Contractor.
9.3. Suspension or Debarment. The State may, by written notice to the Contractor, immediately
terminate this Contract if the State determines that the Contractor has been debarred,
suspended or otherwise lawfully prohibited from participating in any public procurement activity,
including but not limited to, being disapproved as a subcontractor of any public procurement unit
or other governmental body. Submittal of an offer or execution of a contract shall attest that the
contractor is not currently suspended or debarred. If the contractor becomes suspended or
debarred, the contractor shall immediately notify the State.
9.4. Termination for Convenience. The State reserves the right to terminate the Contract, in whole
or in part at any time when in the best interest of the State, without penalty or recourse. Upon
receipt of the written notice, the Contractor shall stop all work, as directed in the notice, notify all
subcontractors of the effective date of the termination and minimize all further costs to the State.
In the event of termination under this paragraph, all documents, data and reports prepared by
Page 119 of 432
Master Agreement
Section 4: Lead State (ARIZONA) Terms and Conditions
State of Arizona
State Procurement Office
100 North 15th Avenue, Suite 201
Phoenix, AZ 85007
Contract No: ADSPO16-138244
Description: Software Value-Added Reseller (SVAR) Services
58 | Page
the Contractor under the Contract shall become the property of and be delivered to the State
upon demand. The Contractor shall be entitled to receive just and equitable compensation for
work in progress, work completed and materials accepted before the effective date of the
termination. The cost principles and procedures provided in A.A.C. R2-7-701 shall apply.
9.5. Termination for Default.
9.5.1. In addition to the rights reserved in the contract, the State may terminate the Contract in
whole or in part due to the failure of the Contractor to comply with any term or condition
of the Contract, to acquire and maintain all required insurance policies, bonds, licenses
and permits, or to make satisfactory progress in performing the Contract. The
Procurement Officer shall provide written notice of the termination and the reasons for it
to the Contractor.
9.5.2. Upon termination under this paragraph, all goods, materials, documents, data and
reports prepared by the Contractor under the Contract shall become the property of and
be delivered to the State on demand.
9.5.3. The State may, upon termination of this Contract, procure, on terms and in the manner
that it deems appropriate, materials or services to replace those under this Contract.
The Contractor shall be liable to the State for any excess costs incurred by the State in
procuring materials or services in substitution for those due from the Contractor.
9.6. Continuation of Performance Through Termination. The Contractor shall continue to perform, in
accordance with the requirements of the Contract, up to the date of termination, as directed in
the termination notice.
10. Contract Claims
All contract claims or controversies under this Contract shall be resolved according to A.R.S. Title 41,
Chapter 23, Article 9, and rules adopted thereunder.
11. Arbitration
The parties to this Contract agree to resolve all disputes arising out of or relating to this contract
through arbitration, after exhausting applicable administrative review, to the extent required by A.R.S. §
12-1518, except as may be required by other applicable statutes (Title 41).
12. Comments Welcome
The State Procurement Office periodically reviews the Uniform Terms and Conditions and welcomes any
comments you may have. Please submit your comments to: State Procurement Administrator, State
Procurement Office, 100 North 15th Avenue, Suite 201, Phoenix, Arizona, 85007.
Page 120 of 432
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Page 122 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment A: Response to SOW – Qualifications i
ATTACHMENT A TABLE OF CONTENTS
ATTACHMENT A: RESPONSE TO SCOPE OF WORK – QUALIFICATIONS ........................ 1
1. OVERALL COMPANY INFORMATION .................................................................... 1
1.1. Business Operations ..................................................................... 1
1.2. Key Personnel ............................................................................. 6
1.3. Account Management Team ......................................................... 14
1.4. Subcontractors ........................................................................... 17
2. COMPANY’S EXPERIENCE............................................................................... 17
2.1. Account Management. ................................................................. 17
2.2. License Management ................................................................... 20
2.3. Training ..................................................................................... 21
2.4. Software Advisement .................................................................. 22
2.5. Other (specify) ........................................................................... 24
3. CLIENTS .................................................................................................. 25
3.1. Provide information on Offeror’s current government client list. ........ 25
3.2. If Offeror has no government clients, note this in your response and
answer questions 3.1.1 through 3.1.3 based on non-government clients. . 29
3.3. References ................................................................................. 29
4. FINANCIAL/ACCOUNTING INFORMATION AND DISCLOSURES .................................... 30
4.1. Proof of Financial Stability ............................................................ 30
4.2. Disclosures ................................................................................ 31
Page 123 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment A: Response to SOW – Qualifications 1
Attachment A: Response to Scope of Work – Qualifications
1. Overall Company Information
1.1. Business Operations
1.1.1. Provide a Brief overview of business operations, with an emphasis on the
provision of services as a Software Value-Added Reseller.
Insight Enterprises, Inc. (“Insight Enterprises”) is a global provider of information technology
hardware, software and service solutions to business and public sector organizations. Founded in
1988 and headquartered in Tempe, Arizona, Insight operates in 22 countries, serving clients in
more than 200 countries worldwide, employing 5,400 teammates, and earning $5.3 billion in
revenue in 2014.
Insight Enterprises is ranked number 483 on the 2014 Fortune 500 and provides software
lifecycle support for 80% of the Global Fortune 500 through its broad offering of hardware and
software products with access to over $3 billion in virtual inventory, efficient supply ‐chain
execution, and customizable e‐commerce capabilities. In addition, Insight Enterprises is a global
software reseller with extensive License Management Services, more than 2,300 product and
industry certifications, partnerships with 5,000 manufacturers and publishers, and over 70,000
commercial and public sector clients globally.
Insight Public Sector, Inc. (“Insight” or “IPS”), a subsidiary of Insight Enterprises, was
incorporated in 1994 and is one of the nation’s leading technology partners to state government,
local government, and education entities (“SLED”). Our experienced sales teams understand the
unique needs of public sector customers, and we tailor our services to meet those needs.
Insight’s vision is to build meaningful connections to help organizations run smarter. We act as an
extension of your team with certified and experienced specialists, architects, consultants, and
engineers for first-class service and support. Our values are as follows:
We exist to serve our clients
We respect each other
We develop and value our
teammates
We act with integrity to promote our vision
and our goals
We strive for operational excellence in all
we do
Our process knowledge & technical expertise allow us to assess, design & deploy IT solutions to
help our clients enable, manage & secure their IT environments. Our product fulfillment &
logistics capabilities, management tools & technical expertise make designing, deploying &
managing IT solutions easier for our clients while helping them control their IT costs.
Insight’s goal is to help customers streamline their procurement, integration, inventory
management, deployment and maintenance processes to allow their IT Department to become
more efficient while lowering acquisition and operation costs.
With the continual emergence of new technologies & technology solution options in the IT
industry, organizations continue to seek technology providers to supply value-added advice to
help them identify and deploy IT solutions, rather than to just provide product selection, price &
availability.
Page 124 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment A: Response to SOW – Qualifications 2
Key Benefits NASPO ValuePoint, Participating States (“State”) and Purchasing Entities (“Entity”)
receive when partnering with Insight as a software value-added reseller:
Highly Customized eCommerce System. Insight provides a secure customized web
portal, providing specific standard manufacturer products, intelligent routing, customized
approval processes, real-time and contract negotiated pricing, workflow, license tracking,
proof of license, and on demand SIIA certified reporting.
Product Sourcing. Insight’s extensive sourcing capabilities provide our clients decreased
delivery time frames and better allocation of products in times of product shortage.
Competitive Pricing. Insight will leverage our direct publisher relationships and buying
power as a major corporation to offer all licensing programs while tracking milestones to
allow States and Entities to take advantage of economies of scale. Our regularly scheduled
review process allows us to report on our client’s spending trends and recommend specific
opportunities for future cost reductions.
Reporting Capabilities. Extensive SIIA certified reporting capabilities enable the LSCA,
States, Entities and Insight to manage and track the procurement process specific to each
state and individual entity. Consolidated reporting is available to authorized administrators
through the web portal. Additionally, Insight can provide customized reports to clients who
may require specific reporting templates.
An experienced Account Management Team. Insight has a team that understands the
complexity of public sector business in today’s technology procurement environment. The
benefit to all NASPO ValuePoint States and Entities is that Insight has developed the
teams and processes that are in place to manage the unique opportunities and challenges
faced by state and local governments and educational institutions.
Insight’s Technical Expertise /Certifications. We continue to invest in our people,
systems, certifications and portfolio of solution offerings around the world. Insight has
more than 1,100 service professionals with over 2,500 technical certifications in products
and technologies and broad expertise across virtually every vertical industry segment. Our
technology practice solutions groups are made up of industry-, technical- and product-
certified engineers, and specialists who are current on best practices and the latest
developments in their respective practice areas and trends impacting the IT industry. Our
technology practices bring deep technical skills in vital solution areas to help our clients
implement strategic technologies.
License Tracking, License Proofs and Software Support Processes. Experience has
taught us it is imperative for public sector clients to have tools in place that provide access
to license tracking and license proofs. Utilizing experienced account management,
specialized teams, Insight’s web portal, and reporting tools, Insight provides these
valuable services. As part of Insight’s commitment to license tracking accuracy, we
understand it may be required for us to work with computer hardware or equipment
contractors. Our system has the capacity to do this and we have performed this service
many times before.
Page 125 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment A: Response to SOW – Qualifications 3
Breadth of Product. Insight represents thousands of publishers, with over 18,000 active
publishers currently set up in our ERP system, allowing contract administrators to choose
from a wide variety of software solutions as standards in each state. The breadth of
publishers allows each State or Entity to streamline all software purchasing under one
single contract. Software requirements are supported by Insight Account Team s, in-house
software experts, and Partner Champions, giving clients direct access to the latest product
and program information.
Insight is confident that we meet and in fact exceed all requirements listed in the SOW.
1.1.2. Provide the following information using the format below.
Insight Response: Provided below is the information requested in 1.1.2, numbers 1.1.2.1 –
1.1.2.8.
Required Information Offeror’s Response
1.1.2.1 Offeror’s Full
Legal Name Insight Public Sector, Inc.
1.1.2.2 Primary Business
Contact Information
Molly Randol, 480-333-3000
6820 South Harl Avenue, Tempe, AZ 85283;
SLEDcontracts@insight.com, www.ips.insight.com
1.1.2.3 Date Company
was Established April 19, 1994
1.1.2.4 Location Where
Offeror is Incorporated Illinois
1.1.2.5 Ownership
Structure
Insight Public Sector, Inc. is a subsidiary of Insight Enterprises,
Inc.
1.1.2.6 Office Locations See Map and Table Below
1.1.2.7 Organizational
Chart See Organizational Chart Below
1.1.2.8 Contact
Information for
Individual(s) who is
responsible for any
clarifications or
discussions regarding
the submitted response
Molly Randol
Email: Molly.Randol@Insight.com
Phone: 303-523-0904
Vanessa Deppisch
Email: Vanessa.Deppisch@Insight.com
Phone: 480-902-1055
Todd Sebring
Email: Todd.Sebring@Insight.com
Phone: 480-333-3082
Page 126 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment A: Response to SOW – Qualifications 4
Figure 1: Insight U.S. Office Locations
Office
Location Address Contact Information
Corporate Headquarters
Tempe. AZ 6820 South Harl Avenue, Tempe, AZ 85283 1-800-467-4448 (800-INSIGHT)
Insight Public Sector
Atlanta, GA 500 Northridge Rd., Suite 325, Atlanta, GA 30350 678-823-4300
Austin, TX 2525 Brockton Drive, Suite 390, Austin, TX 78758-4411 1-800-467-4448 (800-INSIGHT)
Chicago, IL 2250 Pinehurst Blvd. Suite 200, Addison, IL 60101-6100 800-888-5390
Boston, MA 1432 Main Street, Waltham, MA 02451 800-624-0503
Chantilly, VA 14520 Avion Parkway, Suite 310, Chantilly, VA 20151-1114 800-788-4688
Columbus, OH 2 Easton Oval, Suite 350, Columbus, OH 43219-6193 866-637-8680
McAllen, TX 2712 N. McColl, McAllen, TX 78501-5508 1-800-467-4448 (800-INSIGHT)
Minneapolis, MN 6600 France Avenue S., Suite 350, Edina, MN 55435-1810 800-800-4394
New York, NY 1 Penn Plaza 19th Floor, Suite 1929 646-428-1400
Tampa, FL 2701 N. Rocky Point Drive, Suite 300, Tampa, FL 33607-5920 813-637-7000
Plano, TX 3480 Lotus Drive, Plano, TX 75075-7834 800-624-0503
Liberty Lake, WA 22721 E. Mission Ave., Liberty Lake, WA 99019-7504 800-735-0010
San Jose, CA 19225 Stevens Creek, Blvd., Cupertino, CA 95014 877-776-0610
Page 127 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment A: Response to SOW – Qualifications 5
Figure 2: Insight Public Sector Organizational Chart
Page 128 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment A: Response to SOW – Qualifications 6
1.2. Key Personnel –Provide the information, using the format below, regarding each Key
Personnel for a resultant contract for items 1.2.1 through 1.2.5
Required Information Offeror’s Response
1.2.1 Name Bill Raitt
1.2.2 Position/Title and
reporting responsibilities Field Market Manager – East
1.2.3 Years of industry
experience 24 Years
1.2.4 Years in current
position 4 Years
1.2.5 Proposed role
relative to Offered
services. Include the
functions and tasks for
which they will have
prime responsibilities.
As Manager of the Field Sales Team for SLED customers in the
East Region, Mr. Raitt will continue to manage his team of Field
Account Executives for the region. He is focused on working with
the sales team and partners to drive sales under the contract in
the region. He will support the business relationships with our
current Participating States as well as all new relationships begun
under the new contract.
1.2.6 In addition,
provide a brief resume
which contains
education / credentials /
certifications /
employment
Education: 1979, A.A., Business Administration, Northern Essex
Community College, Haverhill, MA
Experience: Since joining the organization in 2011, Mr. Raitt
has supported Insight Public Sector in a market leader capacity
for customers in the East Region. His professional experience
includes inside sales account management, and inside sales team
management
1.2.1 Name Kevin Hallihan
1.2.2 Position/Title and
reporting responsibilities Field Market Manager – North Central
1.2.3 Years of industry
experience 23 Years
1.2.4 Years in current
position 14 Years
1.2.5 Proposed role
relative to Offered
services. Include the
functions and tasks for
which they will have
prime responsibilities.
As Manager of the Field Sales Team for SLED customers in North
Central Region, Mr. Hallihan will continue to manage the team of
Field Account Executives for the region. He is focused on working
with the sales team and partners to drive sales under the
contract in the region. He will support the business relationships
with our current Participating States as well as all new
relationships begun under the new contract.
1.2.6 In addition,
provide a brief resume
which contains
education / credentials /
Education: 1990 B.S., Political Science, Illinois State
University, Normal, IL,
Experience: Mr. Hallihan is a sales professional with over 23
years of experience in Information Technology sales. The
Page 129 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment A: Response to SOW – Qualifications 7
certifications /
employment
majority of his career has been spent building relationships and
sales in the public sector market including both SLED and
Federal verticals. He has consistently met his sales goals,
demonstrating his ability to deliver IT solutions that solve his
clients’ business needs.
1.2.1 Name Tom Halberda
1.2.2 Position/Title and
reporting responsibilities
Field Market Manager – Texas, Oklahoma, Louisiana, Arkansas
(TOLA)
1.2.3 Years of industry
experience 33 Years
1.2.4 Years in current
position 9 Years
1.2.5 Proposed role
relative to Offered
services. Include the
functions and tasks for
which they will have
prime responsibilities.
As Manager of the Field Sales Team for SLED customers in the
Texas, Oklahoma, Louisiana, and Arkansas (TOLA) Region, Mr.
Halberda will continue to manage the team of Field Account
Executives for the region. He is focused on working with the
sales team and partners to drive sales under the contract in the
region. He will support the business relationships with our
current Participating States as well as all new relationships begun
under the new contract.
1.2.6 In addition,
provide a brief resume
which contains
education / credentials /
certifications /
employment
Education: 1980 B.A., Business Administration, Western
Michigan University, Kalamazoo, MI
Experience: Mr. Halberda’s areas of expertise include Public
Sector sales management; product management marketing;
budget development and expense control; business plan
development and channel distribution strategies. He has
extensive executive level SLED sales experience.
1.2.1 Name Brian Louderback
1.2.2 Position/Title and
reporting responsibilities Field Market Manager – West
1.2.3 Years of industry
experience 16 Years
1.2.4 Years in current
position 7 Years
1.2.5 Proposed role
relative to Offered
services. Include the
functions and tasks for
which they will have
prime responsibilities.
As Manager of the SLED Field Sales Team for SLED customers in
the West Market, Mr. Louderback will continue to manage the
team of Field Account Executives for the territory. He is focused
on working with the sales team and partners to drive sales under
the contract in the Market. He will support the business
relationships with our current Participating States as well as all
new relationships begun under the new contract.
1.2.6 In addition,
provide a brief resume Education: 1999 B.S., Marketing, Arizona State University,
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which contains
education / credentials /
certifications /
employment
Tempe, AZ,
Experience: Mr. Louderback has served as a member of the
Insight Public Sector team for over 16 years. His career at
Insight has included various sales roles within the IPS
organization to include inside/outside sales, marketing, P&L
management, general management, and channel and partner
management.
1.2.1 Name AJ D’Agostini
1.2.2 Position/Title and
reporting responsibilities Inside Sales Manager - East
1.2.3 Years of industry
experience 17 Years
1.2.4 Years in current
position 2 Years
1.2.5 Proposed role
relative to Offered
services. Include the
functions and tasks for
which they will have
prime responsibilities.
As Manager of the SLED Inside Sales Team for SLED customers
in the East Market, Mr. D’Agostini will continue to manage the
team of Inside Sales Account Executives for the territory. He is
focused on working with the sales team and partners to drive
sales under the contract in the Market. He will support the
business relationships with our current Participating States as
well as all new relationships begun under the new contract.
1.2.6 In addition,
provide a brief resume
which contains
education / credentials /
certifications /
employment
Education: 1992 B.A., Sociology, Arizona State University,
Tempe, AZ
Experience: Mr. D’Agostini has over 17 years of sales
experience in the Information Technology industry. He has
supported IPS throughout his entire tenure at Insight. His
strong understanding of IPS processes and offerings in
combination with his understanding of the public sector
contract landscape, enable him to effectively manage the sales
team in the East region. By knowing how to work with the
various departments within Insight and the various branches,
he is able to successfully support cross functional sales in order
to support customers’ business needs.
1.2.1 Name Dave Deppisch
1.2.2 Position/Title and
reporting responsibilities Inside Sales Manager – Central
1.2.3 Years of industry
experience 18 Years
1.2.4 Years in current
position 16 Years
1.2.5 Proposed role
relative to Offered
services. Include the
As Manager of the SLED Inside Sales Team for SLED customers
in the Central Market, Mr. Deppisch will continue to manage the
team of Inside Sales Account Executives for the territory. He is
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functions and tasks for
which they will have
prime responsibilities.
focused on working with the sales team and partners to drive
sales under the contract in the Market. He will support the
business relationships with our current Participating States as
well as all new relationships begun under the new contract.
1.2.6 In addition,
provide a brief resume
which contains
education / credentials /
certifications /
employment
Education: 1995 B.A., English, Miami University, Oxford, OH
Experience: Mr. Deppisch joined Insight in 1997 and since
then he has exclusively supported Insight’s SLED customers in
both account management and sales team management
capacities. He is a strong leader who is dedicated to developing
his sales team’s sales skills in order to drive new business and
provide support that results in customer satisfaction. He has
demonstrated success utilizing public sector contracts and has
a strong understanding of contract rules, regulations, and
usage.
1.2.1 Name Steve Smith
1.2.2 Position/Title and
reporting responsibilities Inside Sales Manager - West
1.2.3 Years of industry
experience 16 Years
1.2.4 Years in current
position 5 Years
1.2.5 Proposed role
relative to Offered
services. Include the
functions and tasks for
which they will have
prime responsibilities.
As Manager of the SLED Inside Sales Team for SLED customers
in the West Market, Mr. Smith will continue to manage the team
of Inside Sales Account Executives for the territory. He is focused
on working with the sales team and partners to drive sales under
the contract in the Market. He will support the business
relationships with our current Participating States as well as all
new relationships begun under the new contract.
1.2.6 In addition,
provide a brief resume
which contains
education / credentials /
certifications /
employment
Education: 2008 B.A., Interdisciplinary Studies, Arizona State
University, Tempe, AZ
Experience: Mr. Smith has over 16 years of experience in the IT
industry, 15 of which have been spent supporting public sector
customers in some capacity. His career experience includes
employment with IBM Direct, Lenovo Direct, Toshiba, and HP. In
his current role, he manages an eleven-person Inside Sales
Team that supports customers in Pacific Northwest and
Southwest regions. His extensive knowledge of the public sector,
and knowing how to work directly with manufacturers in order to
meet each customer’s needs, makes Mr. Smith a highly effective
member of IPS.
1.2.1 Name Mike Evans
1.2.2 Position/Title and
reporting responsibilities Inside Sales Manager – Education K-12
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1.2.3 Years of industry
experience 15 Years
1.2.4 Years in current
position 2 Years
1.2.5 Proposed role
relative to Offered
services. Include the
functions and tasks for
which they will have
prime responsibilities.
As an Inside Sales Team Manager, Mr. Evans focuses on
managing the Inside Sales Account Executives who solely
support K-12 customers. He will continue to manage the team of
Inside Sales Account Executives for the territory. His focus is on
working with the sales team and partners to drive sales under
the contract in the market. He will support the business
relationships with our current Participating States as well as all
new relationships initiated under the new contract.
1.2.6 In addition,
provide a brief resume
which contains
education / credentials /
certifications /
employment
Education: Coursework at the University of Phoenix and
Austin Community College
Experience: After spending four years in the U.S. Army and
National Guard, Mr. Evans began his career in the IT Industry.
His experience includes employment in a sales capacity with
both IT OEMs and Value Added Resellers, all of which was
centered on Public Sector customers. He has a strong track
record of successfully managing his teams and ensuring that
his team has adequate coverage to support all of the team’s
customers. He has served as both a Regional Sales Manager as
well as his currently held National Sales Manager position,
serving K-12 entities across the U.S.
1.2.1 Name Todd Sebring
1.2.2 Position/Title and
reporting responsibilities Director of Compliance, SLED
1.2.3 Years of industry
experience 23 Years
1.2.4 Years in current
position 10 Years
1.2.5 Proposed role
relative to Offered
services. Include the
functions and tasks for
which they will have
prime responsibilities.
As the Director of SLED Compliance for IPS, Mr. Sebring will
continue to manage all contract compliance activities and
proactively mitigate any contract risk. He has overall
responsibility and oversight of the compliance team which is
tasked with ensuring Insight meets compliance requirements
including, but not limited to, contract pricing, eligibility, and
reporting. He will use his current contract compliance knowledge
as well as ensure that Insight meets any new areas of contract
compliance. He will remain the prime business owner related to
the development of IPS’ Contract Module within Insight’s ERP
system to further enhance Insight’s compliancy capabilities.
1.2.6 In addition,
provide a brief resume
which contains
Education: 1992 B.A., History and Political Science, University
of Central Florida, Orlando, FL
Experience: For over 17 years, Mr. Sebring has supported
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education / credentials /
certifications /
employment
Insight’s Public Sector customers through various roles within the
organization. He has served as an Inside Sales Manager for
Florida; SLED East Region Business Development Manager;
National Business Development Manager for SLED; Senior
Strategy Development Manager; and Senior Manager of
Compliance. He has a great deal of expertise in SLED
contracts, negotiations, terms and conditions, compliance,
audits, contract management, IT systems, as well as partner
teaming and dealer programs and agreements, all of which
allow him to ensure compliance with IPS contracts.
1.2.1 Name Pam Potter
1.2.2 Position/Title and
reporting responsibilities Manager, SLED Compliance
1.2.3 Years of industry
experience 15 Years
1.2.4 Years in current
position 2 Years
1.2.5 Proposed role
relative to Offered
services. Include the
functions and tasks for
which they will have
prime responsibilities.
As the Manager of Compliance for IPS’ SLED contracts, Ms.
Potter is responsible for working directly with the NASPO
ValuePoint organization and state procurement offices to ensure
that Insight is properly administering the Master Agreement and
Participating Addendums. She will remain responsible for this
relationship under the new contract.
1.2.6 In addition,
provide a brief resume
which contains
education / credentials /
certifications /
employment
Education: 1976 B.A., General Business, Junior Valley
College, San Bernardino, CA
Experience: Ms. Potter has over 15 years of industry
experience supporting Public Sector sales activities. Her
experience in supporting Insight’s Public Sector business is
comprised of various roles to include Contract/Proposal
Specialist, Proposal Manager; Federal Contract Compliance
Manager; and SLED Contract Compliance Manager (current
role). She is responsible for the day-to-day management of
IPS’ SLED contracts. Management includes communicating
with Contracting Officers; updating customer and sales price
lists; adding and deleting products from the contract; contract
performance reviews; and customer reports. Ms. Potter
possesses strong communication skills and displays a passion
for ensuring IPS remains in compliance of contract
requirements as well as maintaining satisfied customers under
the contract.
1.2.1 Name Vanessa Deppisch
1.2.2 Position/Title and
reporting responsibilities Manager of Software Specialty Sales, IPS Software Market
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1.2.3 Years of industry
experience 14 Years
1.2.4 Years in current
position 3 Years
1.2.5 Proposed role
relative to Offered
services. Include the
functions and tasks for
which they will have
prime responsibilities.
Ms. Deppisch is responsible for driving software sales for IPS’
business. She does so by managing a team of software account
executives who provide expertise and support in the area of
software to Insight’s Public Sector account executives in both the
Field and Inside Sales.
1.2.6 In addition,
provide a brief resume
which contains
education / credentials /
certifications /
employment
Education: 2000 B.S., Animal Science, Washington State
University, Pullman, WA
Experience: For over 13 years Vanessa has been connected
to software sales whether in a direct sales role, sales
management or specialty sales capacity. To the organization
and the IPS team, she brings excellent knowledge of Microsoft
and other major software publishers’ products and licensing
programs. The majority of her experience has included
supporting state, local, education, and federal customers.
1.2.1 Name Molly Randol
1.2.2 Position/Title and
reporting responsibilities Manager, SLED Business Development
1.2.3 Years of industry
experience 20 Years
1.2.4 Years in current
position < 1 Year
1.2.5 Proposed role
relative to Offered
services. Include the
functions and tasks for
which they will have
prime responsibilities.
Ms. Randol’s role in the organization will have her working
directly with state procurement offices to educate them on
Insight’s NASPO ValuePoint contract. She will assist participating
states and individual entities throughout the addendum signing
process, ensuring each PA is executed smoothly. She will be a
dedicated point of contact for states and entities interested in
and going through the sign up process.
1.2.6 In addition,
provide a brief resume
which contains
education / credentials /
certifications /
employment
Education: 1983 B.A., Business Economics, College of
Wooster, Wooster, OH
Credentials/Certifications: Purchasing Management
Certificate, University of Colorado at Denver
Experience: Ms. Randol has over 20 years of experience in
the higher education, computer, and government procurement
industries. She joined Insight Public Sector in 2015 to serve as
an integral part of the contract procurement process. Ms.
Randol brings with her experience in developing strong
business relationships with partners, vendors, and customers
through purchasing roles. Her professional background is rich
in technical strategic sourcing activities, which include
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conducting solicitations, evaluations and awards resulting in
Price Agreements for goods and services available to State
Agencies and other government entities.
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1.3. Account Management Team – Provide a description of the responsibilities of the
dedicated account management team(s) that would be assigned to each Participating
State under resultant contract. Include a description of how the account management
structure ensures that service will continue despite vacations, illness, other absences
or resignations.
Account Team for the NASPO ValuePoint SVAR Contract
Insight’s account management model integrates a deep footprint of field and inside sales
executives, solution consultants, and operational resources across the United States. Our account
management approach ensures that all States and Entities have the expert support required
throughout the entire Software Lifecycle. We work with clients to examine the IT challenges and
landscape of their organization and offer solutions across a broad range of software publishers.
We have an objective point of view to provide clients with a cross-brand solution tailored to the
needs of their organization.
State Specific Resources
Each State and Entity will be assigned a dedicated account
team that possesses the knowledge and expertise needed to
support the individual requirements of the organization. By
using this teamed methodology we eliminate the possibility of
delays in services caused by vacations, illness, or change of
personnel. The Account Team will be comprised of:
Account Executive: The Account Executive (“AE”) for each
State or Entity will be the State’s or Entity’s single point of contact for the management of their
account. AEs will coordinate communications with all shared resources within Insight to ensure
that we are matching our solutions to the specific objectives and needs of the client. They will be
fully aware of all aspects of the relationship and are backed up by an Inside Sales Team. AEs will
be responsible for conducting quarterly business reviews and providing information, such as
quote assistance, software recommendations, and tracking and reporting on renewal deadlines,
to keep each client’s business current. They act as escalation points to ensure complete
satisfaction with our services. To ensure that States and Entities receive the most out of their IT
purchases, AEs meet with key personnel to review account details, coordinate implementations
and rollouts, monitor requirements, and promptly resolve service issues to ensure complete
satisfaction. Insight commits to returning phones calls or responding to emails wit hin two (2)
business days.
Software Account Executive: Each State or Entity will be supported by a Software Account
Executive who takes the lead on complex licensing programs and is the State’s or Entity’s point of
contact for the software specialty teams within Insight. Software roadmaps, special paperwork for
one-off deals, arranging software publisher meetings and providing advice on everything software
an organization may require are all handled by our Software AEs. Experience has shown us that
there is tremendous value in having a dedicated expert who specializes in software products and
programs that solve a wide variety of clients’ challenges.
Inside Sales Team: A Dedicated Inside Sales Team is responsible for the daily management of a
State’s or an Entity’s accounts. AEs are backed by knowledgeable inside sales team members
who provide prompt customer service and support, including timely quotes as defined in
3.2.1.7.3 of the SOW. These representatives are well trained, hold numerous certifications, and
understand the nuances of each account. To ensure continued satisfaction, we hold internal team
meetings to share account requirements. They are well qualified to answer front line questions on
“[Account Executive], as our
point person for information,
always ensures quality of service
and is relentless at making sure
we are satisfied.”
- County Master Microsoft
Administrator
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the IT products and services that we offer. They can support all general price quote requirements
to include negotiating with publishers to reduce reseller cost in order to pass on the cost savings
to the client. In addition to having direct access to the AE, Insight sets up unique team email
aliases so that a client can be assured of a response in the event the Account Executive is
unavailable. This alias mitigates any disruption in service or ordering activity. For example,
Colorado purchasers can email the “State of Colorado” alias in order to connect with a member of
the account team.
Inside Sales teams are committed to promptly answering requests for:
Ordering and order status
Product pricing, information &
availability
Help with Insight online catalog and
order management website
Quality check, process and follow up of
orders
Quotes delivered by fax, email, or online
with a 30-day guarantee
Quoting and ordering follow this process:
Odd product searches & sources
Volume licensing information
New version & upgrade information
Handling invoicing queries
Backorder management
Telephone and e-mail support
Liaising with all departments to ensure
prompt customer issue resolution
1. Authorized users may place order and quote requests by phone,
fax, mail, e-mail (direct or 800-INSIGHT), or through our
customizable Web portal at ips.insight.com.
2. Once we receive your order it goes through a customer
validation, P.O. quality check, a price check, and a product
check via our backorder management process.
3. The order is then placed in the system and sent to the
appropriate distributor or publisher for that product and an order confirmation is sent to
the user via e-mail.
4. The system is updated with distribution information such as ETAs (Estimated Time of
Arrivals) and PODs (Point of Delivery).
5. Customized reports, license proofs, management of returns, and invoice queries are
available to you either online or through your Inside Software Sales team to help with
compliancy.
6. Product/ Key code is then delivered to the name and location you have specified at the
time of order entry.
7. Insight’s ordering processes and procedures comply with the media, delivery, product
returns, and shipping charge requirements in 3.2.1.8.1-4 in the SOW.
No online
purchases
made with a
credit card will
be subject to a
credit card fee
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Account Team Commitment
Insight Account Teams are committed to ensuring our client’s complete satisfaction with our
services. We help our clients make the right product decisions to fit their needs, offering high
quality client service and solutions to maximize the return on technology i nvestments made
through the contract. The Insight Account Team’s dedicated approach to account management
and client satisfaction philosophy is unparalleled in the industry.
Our dedicated Account Teams go the extra mile for our customers. They are committed to
honoring and providing competitive pricing as well as exemplary service. These teams are an
extension of our client’s organizations. A State’s or Entity’s assigned AE will look out for their best
interests and ensure that all Insight teammates are ed ucated on our service commitments and
responsibilities to every account. We understand the challenges of our clients and can help them
with their software procurement and management efforts. Listed below are some of the team’s
objectives:
Offer recommendations on licensing that fits a changing environment;
Assist in negotiation of publisher contracts from a business requirement perspective;
Assist in negotiation of creative pricing models with publishers, i.e., Volume License
Agreements, a la carte or upfront purchases, locked pricing for future purchases, maintenance
payments, etc.;
Assist in managing contracts and publisher benefits; provide comprehensive license and pricing
analysis options;
Assist in evaluating ROI for specific IT projects; negotiate co-term renewals when appropriate;
Set up publisher meetings with business owners when appropriate; and
Figure 3 Insight Order Process
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Work with publishers that are generally direct so that business can be processed through Insight
allowing us to capture and manage license compliance and maintenance renewals for these
publishers.
Quarterly Business Reviews (“QBR”)
Included in the value Insight AE’s provide our clients is a scheduled quarterly business review
with each client to ensure the State or Entity does not miss any deadlines as well as to explore
any opportunities as they pertain to the organization’s software licensing. This review is used at
the end of the quarter for review of business activities and performance measurements during
the past quarter and to prepare initiatives for the upcoming quarter. Actual costs and savings
opportunities are discussed during this briefing. Agenda items to be covered may include, but are
not limited to:
Purchase activity year-to-date
Current and future projects
Forecasting
Open forum to discuss any issues
Review expectations of both the participating
state and Insight
Support and maintenance renewals
New software versions or other product changes
These status meetings give Insight a scheduled and
structured process to maintain the lines of
communication with our clients. The figures and
graphics consolidated and presented in the QBR will
help us understand the client’s needs, keep us on track
by reviewing SLA attainment and give clients the
opportunity to determine issues, forecast product
requirements or discuss new projects.
Utilizing individual participants’ roadmaps and
known publisher roadmaps, Insight can create
analysis providing options for future budgeting and maximizing the participant’s current
environment.
1.4. Subcontractors – Provide the following information for items 1.4.1 through 1.4.3, using
the format below, for any subcontractors you propose to use.
Insight Response: At this time, for this opportunity, Insight does not foresee utilizing any
subcontractors. Please note Insight does not consider software publishers to be subcontractors
under this contract.
2. Company’s Experience
Describe the Offeror’s experience and expertise providing the following services:
2.1. Account Management (assume ‘accounts’ as equivalent to a state contract, and to a
using municipality).
Account Management: As described above, Insight’s account management model integrates a
deep footprint of account executives, inside sales consultants, and operational resources across
the United States. Our account management approach ensures that all States and Entities have
the expert support required. We will continue to work with them to examine the IT challenges
and landscape of their organization(s) and offer solutions across a broad range of software
publishers. Our agnostic approach to multiple publishers provides each State or Entity with deep
Figure 4: Cost Analysis for Client Roadmap Activities
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Attachment A: Response to SOW – Qualifications 18
knowledge allowing them to utilize the contract for all software programs, which provides the
benefit of customizing solutions for each individual participant’s requirements.
Experience has taught us that the complexity of software requires multiple experts who have a
sole focus on a specific aspect of each solution. Insight’s response to our clients’ needs has been
to develop teams for each of these key areas (for example, renewals, complex license consulting,
and required publisher paperwork, etc.). Every client will have access to these shared resources
which are detailed below.
Shared Resources
Licensing Consultants: The Insight Account Team works
with the client and our License and Software Specialty Teams
to derive a current and ongoing licensing strategy for their
software products based upon their software portfolio and
anticipated business needs. The goal is to reduce ongoing
software spend while maintaining compliance and adequately
serving the needs of the client’s organization.
We guide our clients through the necessary steps to trim
per-unit prices, standardize software products, and find
opportunities to take advantage of volume license and
maintenance agreements. The result is a more simplified
software management process. For Microsoft specifically we
have specialists who manage Software Assurance Benefits
and the Volume Licensing Service Center (VLSC) website.
Insight has more than 25 years of experience with software licensing. Our account executives
help our clients conquer the complexities of volume licensing by guiding them through each step
of the software lifecycle—enabling them to develop a software management strategy that keeps
them legally compliant and boosts their return on investment.
Insight clients have access to software and licensing program solutions from thousands of
software publishers, leveraging our longstanding publisher relationships to negotiate the best
deals possible for their organization. In addition, we can manage and track non -standard
software license agreements, reducing the risk, overhead, and delay associated with acquiring
and maintaining software from emerging publishers.
Renewal Team: Insight has significantly invested in resources to strengthen its Renewal Team.
This team has close relationships with the publishers and is focused on aiding clients with
publisher renewals. They have tools and resources needed to help manage software assets by
combining client assets from multiple orders into co-term agreements. They also send renewal
notifications well in advance of the coverage ending date in order to ensure our clients have
ample time to prepare for renewals.
“I wanted to send a note to let
you know that I think you guys
are the BEST!
Whenever I have a question
about purchasing, version
compatibility, licensing,
reporting, or really any issue
that may arise, all I have to do
is ask and you find out the
answer. I can’t tell you how
much I appreciate your efforts
and your knowledge. I rely on
that knowledge and we use it to
make purchasing decisions for
our municipality.”
-County IT Administrator
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Partner Champions: Our Partner Champions, whose
positions are each partially funded by the associated
software publisher, are in-house to administer our
relationships with these publishers. They help us in providing
our clients with timely communication regarding product
releases, volume license program changes, technology
guarantees, proactive contract expiration information, and
special offers available directly through the publishers. These
specialists assist us with customer issue escalation and
resolution, technical product knowledge, vendor licensing
program expertise, and more. They hold the highest levels
of certification offered by the publishers and are available free of charge to offer pre-and post-
sales support on the software product and licensing solutions present in our client’s
environments.
A list of software partner champions by publisher is provided below.
Adobe
Attachmate
Autodesk
CA
Citrix
Dell Software
HP Software
IBM Software
LANDesk
McAfee
Microsoft
Novell
Oracle
Quest
Red Hat
RSA Security
SAP
BusinessObjects
Symantec
Trend Micro
VMware
Websense
Contract & Maintenance Services: Insight monitors our client’s volume purchasing contracts
with software publishers and, on a quarterly basis, notifies them of any approaching expiration
dates to ensure that they have time to prepare for renewals and new agreements. We use our
database of customer contracts to track milestones, or current standings in relation to
commitments, and advise our clients on their options for staying compliant with forecasts. We’ve
developed an internal tool that allows us to track expiring enrollments, as well as contractual and
transactional maintenance by expiration date to help clients stay current and legal with their
software license and maintenance agreements.
Contract Compliance Team: Insight assigns a contract manager to ensure we maintain
compliance with Public Sector client contracts. The contract manager is responsible for the day-
to-day management of SLED contracts, including interaction with client contract administrators,
negotiations of new contracts and renewals, contract reviews, etc. The contract manager
performs internal audits of current contracts to ensure terms and conditions and pricing
compliance, and trains sales teams on the contract specifics and intricacies to ensure knowledge
and compliance. The contract manager works with other contract compliance team members to
ensure contract and pricing is set up correctly in Insight Public Sector’s SAP contract module in
our ERP system, and reviews the contracts on the ips.insight.com website to make sure all
information is accurate and up to date.
CLEAR Advantage Team: The CLEAR Advantage team offers a Software Lifecycle Management
approach to managing our clients’ software license agreements. Focusing primarily on Microsoft,
individuals on this team provide pre-sales guidance and consultation to meet product
requirements and remain compliant. Some of the deliverables available to States and Entities
include Microsoft six-year forecasting and program comparison.
“The entire team has been very
responsive to the County’s ever changing
needs and has demonstrated a great
understanding of Microsoft licensing. They
have really helped navigate the licensing
waters with MS and provided us with
exactly what the County needs as far as
licensing and support.”
-County IT System Manager
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Attachment A: Response to SOW – Qualifications 20
Cloud Team: The Cloud Team at Insight has over 10 years of cloud experience and partnerships
with cloud providers. The team currently manages over 7 million cloud seats with over 37 available
product options. This team provides expert cloud support in the areas of hybrid cloud, office
collaboration, mobility, data protection and security, professional services, and Office 365 All -In-
One bundles. The Cloud Team will be available to help Participating States and individual entities
utilize the cloud through their participating addendums.
eCommerce Team: Insight has a dedicated team of skilled specialists who have working
knowledge in many e-procurement systems. Insight’s dedicated eCommerce team will work with
the LSCA, States and Entities to discuss customized web requirements and will tailor the features
to maximize web efficiency for every participant. This process ensures that all implementations
make the most of our capabilities and meet the client’s current and future needs. The end result
is a dynamic system that provides the greatest return on their investment.
Business Development Management (“BDM”): Insight’s BDM Team focuses on developing
business within the Public Sector. This team will be responsible for working directly with the
NASPO ValuePoint office alongside our Contract Compliance Team to ensure we are meeting the
contract’s business requirements. Working directly with state procurement offices and entities,
this team will communicate with prospective states and entities to make them aware of Insight’s
NASPO ValuePoint contract, highlighting the features and benefits of the contract in an effort to
lead to a signed Participating Addendum.
2.2. License Management
As a free service to Participating States, Insight account teams guide all contract users through
the necessary steps to trim per-unit prices, standardize software products, and take advantage of
contracts available through NASPO ValuePoint. We work with our clients throughout the entire
software lifecycle, from selection to license management. We monitor their purchases, provide
software renewal support and SIIA-certified reports, helping them become and remain compliant
within the terms of their software agreement, while maximizing the benefit of their software to
provide services to their stakeholders. We have branded this solution as Clear Advantage.
We’ll help States and Entities select, acquire, deploy and
support their technology needs. Aligned with each stage are
our value-added services and software solutions that ensure
success at every step — from planning and deploying to
operating and refreshing. That’s Insight’s clear advantage.
Software licensing: We’ll assess the business goals of the
organization and develop a volume licensing strategy that
helps them purchase efficiently and meet their objectives.
Implementation: With operations centers across the U.S.,
we can help the organization get started and keep them
running — no matter where they’re located.
Asset management: We provide valuable compliance
support, on-demand reporting, dynamic tracking, audit
support and accurate record management.
License Proofs:
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Insight is one of the few resellers to provide license proofs online where our clients can easily
obtain them as a self-service. Our online License Proof-of-Purchase
certificates list the licenses our clients own by program name,
manufacturer part number, enrollment number, invoice number,
purchase order number, purchase date & quantity purchased. License
Proofs can be issued for any program to help account for the software
licenses users have purchased and reconcile that number with the
licenses they have deployed on their desktops.
In addition to the self-service option, Insight retains copies of license proofs by attaching them to
the order associated with the license in our ERP system. A duplicate copy can be provided in
under an hour after reaching out to the applicable sales team.
Renewal Team: Insight has heavily invested in significant resources to strengthen its Renewal
Team. This team has close relationships with the publishers and is focused on a iding users with
publisher renewals. They have tools and resources at hand to help manage software assets by
combining our clients’ assets from multiple orders into co-term agreements. They also send
renewal notifications well in advance of the coverage ending date in order to ensure our clients
have ample time to prepare for renewals.
License Consulting Services: Insight’s Account Team works with our clients and our License
and Software Specialty Teams to derive a current and ongoing licensing strategy fo r the client’s
software products based upon their software portfolio and anticipated business needs. The goal is
to reduce the client’s ongoing software spend while maintaining compliance and serving the
needs of the organization.
2.3. Training
Insight is committed to providing Participating States and Purchasing Entities with education and
advice on OEM licensing, product and pricing changes, and upcoming end-of-life announcements.
To keep our customers informed and up-to-date, we offer:
Professional Development Training: Insight has partnered with Global Knowledge, a
leading provider of IT training, to provide SKU’d services and additional value add.
Details of these training enhancements are provided in the additional documentation.
Keeping the State Updated on Revised Plans: After contract award, the Insight
Account Executive will create an individual state or entity plan based on specific
participant requirements, and as needed, will provide a copy of any revised plans to the
State’s or Entity’s Contract Administrator. During regularly scheduled business reviews,
we will keep each State or Entity informed and up to date. Insight is committed to
providing the State with education and advice on OEM licensing; product, program and
pricing changes; and upcoming product end‐of‐life announcements.
Online and Onsite Seminars and Training: Insight conducts informational seminars
and webinars to introduce States and Entities to new IT products, answer their IT
questions, and provide best-buy advice. Insight offers free training to States and Entities
on the use of our online tools, products, and licensing programs. This training can be
delivered both onsite through seminars and through a series of webinars targeted to users’
needs. We also provide free training in cooperation with Microsoft. You may choose from
a variety of complimentary seminars on the latest software offerings, upgrades, and
Self-Service License
Proofs are beneficial to
organizations that don’t
have a central repository
to store license proofs
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Attachment A: Response to SOW – Qualifications 22
industry trends. We will also notify you about free web seminar series designed to help
educate your users. Insight works with other publishers to coordinate any applicable
training for end-users.
Program Review Sessions: Licensing programs are ever changing and Insight offers
detailed program review sessions with custom cost analysis to help States and Entities
make informed decisions about new agreement releases or changes to existing platforms.
We recently began sessions around the new Microsoft programs. These sessions cover
everything from licensing to contractual terms and conditions, as well as technical
meetings where appropriate.
Website Training: We provide free training on how to take advantage of the customized
website and software catalog, through both live demonstrations with one of Insight’s
eCommerce Specialists and web-based training that focuses on the features that will help
our clients’ staff maximize the benefits of their web experience.
2.4. Software Advisement
For more than 25 years, Insight has been providing clients with access to expert volume license
and software consulting. Insight understands the importance of open communications to help you
manage your business and ensure your ongoing satisfaction with our services. In sight is
committed to providing:
Guidance toward the right software based on specific organizational needs
Options and comparisons for both product and programs with recommendations on the
findings
Simplification of the complexity around licensing programs
Help determining the most cost-effective buying strategies
Assistance to ensure compliance with contract and licensing requirements
Changes in product and pricing including notifications
Sales Support: We provide this support through pre-sales, post-sales, and product support for
all of the software publishers that we sell. Our AEs will work with States and Entities throughout
the entire software lifecycle to ensure they have the support they need by working with our
extensive resources who serve as a liaison between the State or Entity and individual publishers.
These resources include Inside Software Solutions Representatives who ensure their day-to-day
needs are met, publisher sales specialists, licensing specialists, renewal specialists, and
eCommerce specialists.
Inside Software Sales: As a free service to our
clients, our license-certified Inside Software Sales
Representatives act as a first line of technical support
for frequently asked questions from end users. They
are highly-trained experts on software products and
programs and are supported by our publishers’ sales
specialists and Licensing Help Desk. Through their
dedicated account team, they have access to these
resources for questions on publishers’ products and
programs.
CLEAR Advantage Team: Our licensing specialists understand the nuances of every licensing
program that we offer. They handle complex licensing questions such as how to work with special
“I just wanted to let you [Account Executive]
know that we have been very satisfied with the
service we’ve received from Insight over the last
several years. The customer service team has
been very helpful in answering questions and
providing information regarding software
licensing programs, manufacturer’s promotional
offers, etc.”
-County Purchasing Agent
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program offers, how to handle several contracts that expire at different times and what the best
plan is for going forward.
New Product Announcements, Roadmaps, Newsletters, and Other Release Information:
Insight proactively provides our clients with new and upcoming product and price changes,
roadmaps, and new release information during regularly scheduled business reviews, through
regular e-mail broadcasts to their organization, and via web-based licensing seminars. Our close
relationships with software publishers and other OEMs allow us to obtain the latest product and
program information that we proactively share with them.
Program Review Sessions: Licensing programs are ever changing and Insight offers detailed
program review sessions with custom cost analysis to help our clients make informed decisions
about new agreement releases or changes to existing platforms. We recently began sessions
around the new Microsoft programs. These sessions cover everything from licensing to
contractual terms and conditions, as well as technical meetings where appropriate.
Software Alerts & Publisher Links: Software Alerts are posted on the homepage of the
customized ips.insight.com web portal for updated product and program information. Authorized
users have direct access to publishers’ websites to help them find software patches and drivers
available for download and quickly obtain product updates and end-of-life announcements.
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2.5. Other (specify)
We believe our experience with public sector clients is the foundation for bringing additional value
to all States and Entities. Because Insight understands the special requirements of Procurement
and IT in each State and Entity we are able to consistently partner with clients to design and
provide the solutions they need to resolve the myriad of challenges they face when doing
business in the public sector.
NASPO Clients’ locations are already set up in our systems and we have dedicated teams and
proven processes established to provide the support that their entities require. With this
knowledge we will partner together to conquer even more complex IT projects. Cost saving
through vendor consolidation, the rise of doing business in the cloud, and the convergence of new
devices and software have becom e today’s IT management challenges. Nowhere is this felt more
acutely than in the public sector, where clients have to balance restricted budgets and security
concerns while offering efficient high technology solutions to the taxpayer.
Insight provides solutions with a methodology that encompasses the complete software lifecycle
management. We have branded this methodology the CLEAR Advantage Program™. It begins
with license consulting and provides all the tools and information any State or Entity will need to
maximize their software spend and environment. We have detailed each specific benefit
throughout our RFP response where appropriate.
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Onboarding new NASPO ValuePoint Participants
Insight has extensive experience in successfully launching new cont racts. Our contracts
management team uses a specific methodology that has allowed us to successfully launch
hundreds of contracts, including some of the largest contracts in the federal, state, local and
education marketplace. We believe our approach ensures each customer receives the best
possible care during the launch experience. Given the nature of this specific scenario, Insight will
establish an internal working team consisting of key sales management resources, operations
support management, the software licensing team, contract management, and our marketing and
web teams to ensure all aspects of the contract launch are identified and correctly followed
through. This working team will be led by a seasoned member of the Software program
management team.
3. Clients
3.1. Provide information on Offeror’s current government client list.
3.1.1. Explain the services provided to each and how long Offeror has been working
with each.
Insight Response: Insight is one of the largest technology providers to public sector entiti es in
the United States selling more than $1 billion of products and services to federal, state, and local
government and education clients annually. Since 1994, we have worked with tens of thousands
of government and education clients throughout every State in the country. Specific to our SLED
business, during the last 12 months, Insight has:
Supported more than 5,000 active SLED public entities in the United States as
clients
Transacted business with 47 out of the 51 state governments, including D.C.
Sold more than $100M of technology products & services to state government
entities alone
Managed 150 public sector contracts across 32 different states
Managed over 3 million seats in SLED
Held 177 Microsoft EAs and 256 Microsoft Select Plus agreements in t he state and
local government space
One of Insight’s strengths is our ability to adapt to both changing technologies, as well as our
clients’ needs. As one of the world’s largest software providers, Insight has extensive experience
in providing software to clients throughout the country. We are currently a state software
contract holder for one or more publishers in Colorado, California, Delaware, Florida, Hawaii,
Illinois, Iowa, Massachusetts, Mississippi, Missouri, Nevada, New Jersey, Pennsylvania, Rhode
Island, South Carolina, Texas, Utah, Wisconsin, and Wyoming.
3.1.2. List government contracts Offeror has gained over the past three (3) years.
Provide an explanation of why Offeror was chosen.
Insight Response: Over the past three years Insight has been awarded 11 software-centric
contracts, including the current NASPO ValuePoint Software VAR (formerly WSCA-NASPO)
contract, across SLED, in addition to several hardware-specific contracts. We have elected to
provide a list of these contracts that demonstrates we have the relationships with
publishers/manufacturers and support services needed to successfully procure competitively
priced software and hardware. Should further confirmation of Insight’s experience in the area of
software provisioning be needed, we would be happy to provide additional information.
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State of Arizona, NASPO
ValuePoint (Formerly
WSCA-NASPO)
Software VAR
Software Value
Added Reseller
Services Start Date: 6/3/11 Contract #ADSPO11-
00000358-2
Insight was one of three VARs awarded the software contract in 2011. Insight signed Purchasing
Addendums with California, Colorado, Delaware, Hawaii, Missouri, Nevada, Utah, Wyoming, The following
are with individual entities, City of Philadelphia, University of North Carolina at Chapel Hill, County of
Miami Dade.
State of Arizona Network Equipment
and Services
Start Date: 5/11/12 Contract #ADSPO12-
024652
Insight was re-awarded a Network Equipment contract with the State of Arizona to provide Cisco, HP,
Juniper, Syn-Apps, and Tipping Point networking products and services. Insight has been an incumbent
contract holder since 2006.
State of Iowa COTS Software Start Date: 6/1/12 Contract #4276-12
Insight was awarded the State’s COTS software contract which has a broad scope encompassing all
software publishers. The contract is available to all public sector entities within the state of Iowa. Insight
has been the incumbent contract holder for over 10 years.
State of Minnesota
Computers:
Enterprise Hardware,
Software & Services
Start Date: 7/1/12 Contract #48192
Insight was awarded a contract with the State of Minnesota to provide computer hardware, software and
services. The contract is available to public agencies throughout the state, and Insight has been an
incumbent contract holder since 2006.
State of Arizona Uninterruptible
Power Supply
Equipment & Services
Start Date: 7/16/12 Contract #ADSPO12-
026685
Insight was re-awarded a contract with the State of Arizona to provide Uninterruptible Power Supply
Equipment and Services for APC, CyberPower, Liebert, Powerware, and Tripp-Lite. Insight has been an
incumbent contract holder since 2007.
State of Texas Technology Based
Conferencing
Products
Start Date:
12/28/12 Contract #DIR-SDD-
2001
Insight was awarded a contract to provide specific Cisco, Polycom, and VBrick conferencing products and
services. This contract is available to public agencies throughout the state.
State of Tennessee Cisco Hardware,
Software & Services
Start Date: 1/1/13 Contract #SWC 385
Insight was awarded a contract with the State of Tennessee for Cisco hardware, software, and services.
The contract is available to public agencies throughout the state.
State of Texas (DIR) Microsoft Master
Services Agreement Start Date: 1/15/13 Contract #DIR-SDD-
1962
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Insight provides Microsoft technical services including engagement managing, technicians, practice
managers, and project managers.
State of Texas Deliverables Based IT
Services (DBITS)
Start Date: 1/15/13 Contract #DIR-SDD-
1989
Insight was awarded a contract with DIR for Deliverables-Based IT Services where we are able to provide
technology services in the following categories: Project Management, Technology Upgrade / Migration and
Transformation, and Information Technology Assessments and Planning.
State of Texas Managed Services for
Telecommunications
Start Date: 4/19/13 Contract #DIR-SDD-
2179
Insight was awarded a contract with DIR for Managed Services for Telecommunications. Services available
under the contract include Asset Management, Project Management, Support Services, and Integration
Services, among others.
State of Arizona Master Services
Agreement
Start Date: 4/24/13 Contract #N/A
Insight was one of several awardees under the Master Services Agreement managed by Knowledge
Services. Through this contract, we are able to provide temporary staffing services and consulting
services.
State of Minnesota SITE Master Contract
for Professional &
Technical Services
Start Date: 4/16/14
Contract #76114
Insight was awarded a contract with the State of Minnesota to provide IT services based on specific
awarded categories.
State of Florida COTS Software Start Date: 9/9/14 Contract
#43230000-14-01
Insight was awarded the State of Florida’s statewide COTS software contract that is available to all public
sector entities within the state. The specific publishers included in the scope of the contract include
Adobe, CommVault, NetMotion, Citrix, Dell, and Perceptive.
State of Tennessee Tablets, Peripherals
& Services
Start Date:
11/13/14 Contract #SWC 3005
Insight was awarded a contract with the State of Tennessee for specific Dell tablets. The contract is
available to public agencies throughout the state.
State of Texas Data
Communications,
Networking
Equipment & Related
Services
Start Date: 12/4/14
Contract #DIR-TSO-
2675
Insight was one of several awardees on the DIR Data Communications, Networking Equipment & Related
Services contract. Through this contract, we are able to offer networking products and services from
various manufacturers. The contract is available to public agencies throughout the state.
State of South Carolina Trend Micro Software Start Date: 1/20/15 Contract
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#4400009949
Insight was the sole awardee on the State of South Carolina’s statewide contract for Trend Micro
software. The contract is available to public agencies throughout the state.
State of Mississippi IT Hardware Express
Products List (EPL)
Start Date: 2/27/15 Contract #3760
Insight was one of several awardees on the State of Mississippi’s statewide contract for IT Hardware.
Through this contract, Insight has the ability to sell products from the following manufacturers: Acer,
Cisco, EMC, Fujitsu, HP, Juniper, Lenovo, Lexmark, NetApp, Panasonic, and Samsung.
State of Mississippi Software Express
Product List (EPL) Start Date: 6/18/15 Contract #3758
Insight was awarded the State of Mississippi’s statewide Software Express Product List (EPL) contract
which includes but is not limited to the following publishers: Adobe, Citrix, IBM, Novell, Symantec, Trend
Micro, and VMware.
Commonwealth of
Massachusetts
Software Reseller Start Date: 7/1/15 Contract #ITS58
Insight was one of several VARs awarded the Commonwealth of Massachusetts’ Software Reseller
contract. The contract has a broad scope encompassing most software publishers. The contract is
available to all public sector entities within the Commonwealth of Massachusetts.
State of Rhode Island Price Agreement for
Software
Start Date:
9/1/2015
Contract #MPA-
227/3434345
Insight was one of several VARs awarded the State of Rhode Island’s Price Agreement for Software. The
contract has a broad scope encompassing most software publishers. The contract is available to all public
sector entities within the State of Rhode Island.
State of New Jersey
Software License
Support,
Maintenance, and
Related Services
Start Date: 9/1/15 Contract
#M0003/89853
Insight was one of several VARs awarded the State of New Jersey’s Software License Support,
Maintenance, and Related Services contract. The contract has a broad scope encompassing most software
publishers. The contract is available to all public sector entities within the State of New Jersey.
State of Wisconsin Microcomputer
Software Start Date: 9/1/15
Contract #505ENT-
M16-VARSOFTWARE-
02
Insight was one of several VARs awarded software contracts by the State in 2015. Insight was one of the
incumbent contract holders having held a software contract with Wisconsin since 2005. We believe we
were awarded this contract because of our pricing, ability to meet the State’s SLAs and other
requirements, as well as the State’s familiarity and comfort in Insight’s ability to execute. Insight has
been a state contract holder of some type in Wisconsin since 1999.
3.1.3. List government contracts Offeror has lost or resigned over the past three (3)
years. Provide an explanation of why they were lost or resigned.
Insight Response: As with any company focused on public sector clients, contracts are both
acquired and lost. We have provided a list of contracts in the SLED market that we no longer hold.
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State of Ohio Term Schedule Contract (#534112)
In 2014, Insight Public Sector withdrew from this contract because the company was awarded a different
Ohio State Term Schedule with a more encompassing product catalog. The company’s reason for
withdrawing from this contract was to reduce client confusion and decrease workloads for all parties
involved.
Massachusetts Higher Education Consortium (MHEC) Technology Contract (#MC11-F05)
In 2013, Insight declined the renewal option because of a change in company policy concerning specific
terms and conditions.
City of Phoenix Professional Services Consulting Contract (#126388)
In 2013, Insight declined the renewal option due to changes in Insight’s services focus which resulted in
our inability to offer the technical staff originally awarded on this license to hunt contract.
3.2. If Offeror has no government clients, note this in your response and answer questions
3.1.1 through 3.1.3 based on non-government clients.
Insight Response: Not Applicable
3.3. References
Insight Response: Insight Public Sector holds over 150 federal, state, local, education and non‐
profit contracts. IPS currently maintains federal contracts with agencies such as the General
Services Administration, which can be utilized by state agencies, and national contracts like U.S.
Communities. In addition, our participation in 25 statewide contracts gives us a solid market
share of government technology sales. IPS also holds local government and education contracts
for computer equipment and services in 32 states. The references provided are with customers
that Insight has had a longstanding business relationship with for four or more years. These are
ongoing relationships and do not have an ‘End Date.’
Reference
Information Client One Client Two Client Three
Company Name
State of Iowa, Office of
the Chief Information
Officer
Colorado Governor’s Office
of Information Technology Riverside County, California
Type of Contract
Product and
Services Delivered
All COTS Software
consulting, acquisition,
license management
assistance and related
services
All COTS Software
consulting, acquisition,
license management
assistance and related
services.
Microsoft Software
Contact Name,
Mailing Address,
Phone Number
Email Address
Pam Meier
1305 E Walnut Street,
Des Moines IA 50319
515-281-5409
Pamela.meier@iowa.gov
Peter Van Ronk
OIT, 601 E 18th Avenue,
Denver CO 80203
303-764-7938
Peter.vanronk@state.co.us
Jenifer Rutherford, 3450 14th
St., Riverside, CA 92501-
3862, 951-955-7785,
jenifer.rutherford@rivcoit.org
Contract Start and
End Date 3/29/2006 - Present 7/1/2000 - Present 11/2011 to Present
Contract Value $15M Annually $45M Annually $24M
Insight has elected to provide additional contactable reference information that the NASPO
ValuePoint evaluation committee can contact if preferred. These references serve to demonstrate
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Insight’s broad reach of clients who are satisfied with the servicers Insight provi des as it pertains
to their software purchasing.
Reference
Information Client One Client Two Client Three Client Four
Company Name
State of Colorado
Department of
Transportation
City & County of
Denver Board of
Water Commissioners
Florida Department
of Highway Safety
& Motor Vehicles
Wisconsin
Department of
Children and
Families
Type of Contract
Product and
Services
Delivered
Microsoft
Enterprise
Agreement:
Microsoft Enterprise
Agreement
Adobe, Imprivata,
Symantec, other
various software
publishers
Various software
publishers
Contact Name,
Mailing Address,
Phone Number
Email Address
Gregg Miller
Colorado Dept of
Transportation,
4201 E Arkansas
Ave, Denver CO
80222
303-757-9140
Gregg.miller@state
.co.us
Pam Peschel
Denver Water, 1600
W 12th Avenue,
Denver CO 80204
303-628-6428
Pam.peschel@denver
water.org
Debbie Hoover
2900 Apalachee
Pkwy, Tallahassee,
FL 32399
850-617-2008
debbiehoover@flhs
mv.gov
Madeleine Chisman
201 E. Washington
Ave., 2nd Floor,
Madison, WI 53703
608-261-2578
Madelineg.chisman
@wi.gov
Contract Start
and End Date
7/1/2000 –
Present 7/1/2000 – Present 2009 – Present 2010 – Present
Contract Value $1.5M Annually $1M Annually $300K Annually $1M Annually
4. Financial/Accounting Information and Disclosures –
4.1. Proof of Financial Stability
Insight Response: The combined Insight companies and their subsidiaries represent a $5.3
billion global enterprise. While remaining small enough to serve our public sector clients with
personal attention, Insight Public Sector has the resources of the Insight family of companies
behind us to support our efforts.
Insight has the depth of offerings and a balanced portfolio that ensures our survival and
mitigates the risk some could face during these times. Since 1988 we have evolved to become
a leading provider of a broad range of top name-brand IT computing products, software, and
advanced IT services to clients—including a majority of Fortune and Global 500 companies —in
190 countries.
Insight is a publicly traded company and adheres to general accounting practices and principals.
Copies of Insight’s latest Annual Reports (year ended 2014 and 2013) have been provided as
additional documentation. Our current Annual Report includes a total of three (3) years of the
requested financial information. The State of Arizona State Procurement Office and Purchasing
States can access electronic versions of our financial information, past annual reports, as well as
other audited financial statements via the link below to our website.
http://nsit.client.shareholder.com/financials.cfm
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4.2. Disclosures – Provide a statement for each item listed below:
4.2.1. Information regarding any irregularities that were discovered in any account
maintained by the Offeror on behalf of others. Describe the circumstances
and disposition of the irregularities.
Insight Response: There have been no irregularities discovered in any account maintained by
Insight Public Sector on behalf of others.
4.2.2. Full disclosure of any potential conflict of interest, i.e. serving as a member,
board member, officer, or having significant financial interest with any
company, firm or joint venture with interests in the provision of software.
Insight Response: Neither Insight Public Sector, Inc. nor any of the individuals that may work
on or benefit from this contract with NASPO ValuePoint through Insight have any conflicts of
interest (e.g., serving as a member, board member, officer, or having significant financial interest
with any company, firm or joint venture with interests in the provision of software, etc.).
4.2.3. Whether or not, in the last ten (10) years, the Offeror has filed (or had filed
against it) any bankruptcy or insolvency proceeding, whether voluntary or
involuntary, or undergone the appointment of a receiver, trustee, or
assignee for the benefit of creditors, and if so, an explanation providing
relevant details;
Insight Response: Insight has not filed any bankruptcy or insolvency proceeding within the last
ten (10) years, whether voluntary or involuntary, or undergone the appointment of a receiver,
trustee, or assignee for the benefit of creditors.
4.2.4. Whether or not there are any pending Securities Exchange Commission
investigations involving the Offeror, and if such are pending or in progress,
an explanation providing relevant details and an attached opinion of
counsel as to whether the pending investigation(s) may impair the
Offeror’s performance in a Contract under this RFP.
Insight Response: Insight does not have any Securities Exchange Commission investigations,
pending or in progress.
4.2.5. Documenting all open or pending litigation initiated by the Offeror or where the
Offeror is a dependent or party in litigation that may have a material
impact on Offeror’s ability to deliver the contracted services;
Insight Response: As a publicly traded company, Insight Enterprises, Inc. and its wholly-owned
subsidiaries, which include Insight Public Sector, are required to disclose company information in
accordance with rules of the Securities Exchange Commission. From time to time Insight is a
party to various legal proceedings arising in the ordinary course of business. In the event Insight
is a party to a legal proceeding that is material to Insight Enterprises, Inc., Insight discloses
information about any such litigation in its reports filed with the Securities Exchange Commission.
Litigation is inherently unpredictable. However, it is management’s belief that the Company has
valid defenses with respect to material legal matters pending against us, as well as adequate
provisions for any probable and estimable losses. It is possible, nevertheless, that the results of
Insight Enterprises, Inc.'s operations or cash flows could be affected in any particular period by
the resolution of a legal proceeding. Reports filed with the Securities Exchange Commission by
Insight Enterprises, Inc. can be found on the Insight website at
http://nsit.client.shareholder.com/ or at http://www.sec.gov.
Page 154 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment A: Response to SOW – Qualifications 32
4.2.6. Full disclosure of any public sector contracts terminated for cause or
convenience in the past five (5) years
Insight Response: Insight has not had a contract for services terminated for any reason during
the last five (5) years.
Page 155 of 432
Page 156 of 432
Page 157 of 432
http://projectqa.insight.comhttp://projectqa.insight.com
Page 1 of 2
INSIGHT
6820 S HARL AVE
TEMPE AZ 85283-4318
Your use is subject to and must be in strict accordance with your agreement with the manufacturer. This authorization form is not
a license but merely is to evidence the existence of the license of the software on the terms set forth by the manufacturer. Your
order may have included documentation and/or media items that are being shipped separately.
PROOF OF LICENSE PURCHASE CERTIFICATE
ECQ 030 /Nov 5, 2015 9:08:00 AM /MSTNO RFC - System ID
SHIP TO ADDRESS
09142013 VALIDATION
TEST ATTN 12991
47 MARLA LN
READING MA 01867-1429
Proof Of License Purchase
Invoice Number :909027876
Invoice Date :05-NOV-2015
Sales Order Number :318416725
Customer PO Number :LICENSEPROOFTEST12345
PO Release Number :TESTLICENSEPROOF54321
Your company has asked us to provide you with this important Proof of Purchase certificate. Please keep it accessible at all
times as this is your receipt and you may be requested to produce it at a later date.
This certificate represents the registration of the following licenses:
Material Description Quantity
AAA-03911 Microsoft Visio Standard - License & software assurance - 1
device - NGVL - Win
1
License with Maintenance and SupportLicense Type:
USACountry :
01-DEC-2015Coverage Date :30-SEP-2018to
AAA-03550 Microsoft Excel - License & software assurance - 1 device -
NGVL - Win
1
License with Maintenance and SupportLicense Type:
USACountry :
01-DEC-2015Coverage Date :30-SEP-2018to
AAA-03505 Microsoft InfoPath - License & software assurance - 1 device -
NGVL - Win
1
License with Maintenance and SupportLicense Type:
USACountry :
01-DEC-2015Coverage Date :30-SEP-2018to
Page 158 of 432
http://projectqa.insight.comhttp://projectqa.insight.com
Invoice Number :909027876
Invoice Date :05-NOV-2015
Page 2 of 2
Material Description Quantity
Your use is subject to and must be in strict accordance with your agreement with the manufacturer. This authorization form is not
a license but merely is to evidence the existence of the license of the software on the terms set forth by the manufacturer. Your
order may have included documentation and/or media items that are being shipped separately.
PROOF OF LICENSE PURCHASE CERTIFICATE
ECQ 030 /Nov 5, 2015 9:08:00 AM /MSTNO RFC - System ID
AAA-03505 Microsoft InfoPath - License & software assurance - 1 device -
NGVL - Win
1
License with Maintenance and SupportLicense Type:
USACountry :
01-DEC-2015Coverage Date :30-SEP-2018to
AAA-03505 Microsoft InfoPath - License & software assurance - 1 device -
NGVL - Win
1
License with Maintenance and SupportLicense Type:
USACountry :
01-DEC-2015Coverage Date :30-SEP-2018to
Page 159 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Additional Information- 5.0 Reports 1
5.0 Reports
5.1 Describe standard reports which can be generated for a State (other than downloadable
reports addressed earlier). Provide sample reports.
5.2 Describe on-line, real time, reporting capabilities using established state website reports:
5.2.1 Standard Reports. Provide sample reports.
5.2.2 Reports that can be generated by the LSCA.
5.2.3 Reports that can be generated by the Participating State. Provide sample
reports.
5.2.4 Reports that can be generated by the User agency. Provide sample reports.
Insight provides 21 Standard SIIA certified reports easily and quickly available via the
ips.insight.com web management portal. Access to reports is controlled by each Participating
State (“State”) or Purchasing Entity’s (“Entity”) designated web administrators. The LSCA and
any State or Entity can access each of these 21 standard reports. Provided below are examples of
19 of the 21 reports. Not provided are the Ad-Hoc and Open Order Reports. Open Order Reports
can only be generated if there an Open Order in the system. Ad-Hoc reports are fully
customizable on-demand by the customer and can include any of the 57 Standard Reporting Data
Fields and/or the 30 SmartTracker fields (if captured on original PO).
Insight’s customizable SmartTracker fields can streamline PO‐to‐invoice reconciliation.
SmartTracker is a feature in our ordering system that provides custom tracking and reporting on
software orders for analysis by any type of criteria. Easily allocate purchases to specific agencies,
OEU names, cost centers, business units, departments, projects and more to facilitate ease of
tracking licenses purchased. Through experience with other statewide contracts, Insight has
developed a standard naming convention and reporting hierarchy to assist with tracking.
The 21 Standard SIIA reports are in addition to any reporting templates that each Participating
State or Purchasing Entity requests Insight to adhere to.
The table below provides details of each type of standard report.
Report
Name Report Information Report
Formats
Sample
Provided
(Y/N)
1 Ad-Hoc Report
A report that allows client to select & order
columns for a customized report.
Option to include custom accounting fields
(SmartTracker)
XLS N
2
Detail by
Account w/
Customer PO
Includes detailed order info by account
number and then by Purchase Order.
Option of including Partner Data.
HTML, PDF, XLS Y
3 Invoice
Summary
Displays order information by Invoice date.
Report includes PO, order date, shipping
information & invoice total.
Option to include custom accounting fields
(SmartTracker).
HTML, PDF, XLS Y
4 Invoiced Orders
Displays detail invoice information by
invoice number.
Option to include custom accounting fields
(SmartTracker).
XLS Y
Page 160 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Additional Information- 5.0 Reports 2
Report
Name Report Information Report
Formats
Sample
Provided
(Y/N)
5 Open Order
Report
Orders that have not invoiced sorted by
shipping location.
Option to include custom accounting fields
(SmartTracker).
HTML, PDF, XLS N
6 Order
Confirmation
Order confirmations by account number &
Purchase Order.
Report includes shipping, invoice and
tracking information.
HTML, PDF, XLS Y
7 Overall Sales
History
Includes detailed order information by
account.
Option of including Partner Data & custom
accounting fields (SmartTracker).
XLS Y
8
Product Totals
by Account &
Shipping
Location
Displays product totals by account number
& then by shipping location.
Option of including Partner Data. HTML, PDF, XLS Y
9 Product Totals
by Manufacturer
A summary report by manufacturer name
with totals by product.
Option of including Partner Data. HTML, PDF, XLS Y
10 Purchase Activity
Detail Report
A detailed order / invoice report.
HTML, PDF, XLS Y
11
Purchase
Summary by
Account
Displays quantity purchased by account
location HTML, PDF, XLS Y
12
Purchase
Summary by
Items Purchased
The summary list totals the quantity of
each item shipped by product description HTML, PDF, XLS Y
13
Purchase
Summary by
Manufacturer
A summary report by manufacturer
HTML, PDF, XLS Y
14
Purchase
Summary by
Shipping
Location
Total Products shipped by shipping location
HTML, PDF, XLS Y
15 Snapshot
Graphical summary of 7 different data
points
(Top 10 Manufacturers, Top 10 Products,
Dollars Spent, No. of Transactions, Order
Method, Spending by Product Type, Sales
by Month).
PDF Y
16
Software License
Contract
Summary
A summary report of all contractual licenses
and maintenance products by manufacturer
name, contract number, and point value. HTML, PDF, XLS Y
Page 161 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Additional Information- 5.0 Reports 3
Report
Name Report Information Report
Formats
Sample
Provided
(Y/N)
17 Software Detail
Data
A detailed report of all contractual license
purchases.
Option to include custom accounting fields
(SmartTracker). including Partner Data
HTML, PDF, XLS Y
18
Software
Summary by
Manufacturer
Name
Summary by manufacturer name with totals
by product type (i.e. license, maintenance,
shrink wrap)
Option of including Partner Data.
HTML, PDF, XLS Y
19
Top
Manufacturer
Summary
Totals by manufacturer.
Used to identify highest spend by
manufacturer.
Option of including Partner Data.
HTML, PDF, XLS Y
20 Total Sales By
Year and Month
Sales by calendar month.
Used to show spending trends over time.
Option of including Partner Data. HTML, PDF, XLS Y
21 Software
Renewal Report
Displays information of upcoming renewal
orders XLS Y
Sample Reports
Following this page are examples of 19 of the 21 standard SIIA -certified reports available.
Page 162 of 432
Product Type - TotalsHardware ProductLicense & MaintLicenseMaintenanceServices0100,000200,000300,000400,000500,000600,000700,000800,000900,00011,766.41281,808.938,654.85803,307.611,207.72Order MethodInsight.com (0%)All Other:Phone,Email,etc. (100%)EDI/B2B (0%)EDI/B2B (0)Insight.com (0)All Other:Phone,Email,etc. (1,106,745.5)Count of Orders vs Invoices by RegionOrdersInvoicesAsia PacificEurope/Middle East/AfricaNorth AmericaPartner051015202530350000343800Snapshot: ALL ProductsFor Period: 01-01-2015 thru 11-24-2015Top Ten Manufacturers ( Based on Net Sales)Manufacturer NameQuantityInvoicedProduct Total% of NetSales1Microsoft7,678.00923,156.2683.412IBM758.0080,558.597.283Adobe Systems514.0032,736.692.964Symantec3,766.0032,707.952.965NetMotion Wireless1.0013,846.701.256Apple22.0012,660.221.147Nuance Communications231.006,538.740.598Inbit1.003,392.870.319VMware3.00372.990.0310SAP1.00357.970.03Top 10 Products by Net SalesMft Part NoProduct DescriptionQty InvoicedProductNet Sales% of TotalSales17JQ-00448-ESA3MS EA SQL SERVER ENTERPRISE CORE SA STEP16.00172,393.7615.582269-12442-ESA3MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT1,650.00143,187.0012.94376A-00016-ESA3MS EA ENT CAL SA PLATFORM USER CAL W/SVC1,394.00125,529.7011.3447JQ-00343-ESA3MS EA SQL SERVER ENTERPRISE CORE SA 2 LI42.0094,182.488.5159JD-00053-ESA3MS EA VISUAL STUDIO ULTIMATE W/MSDN MP S34.0063,452.165.736CW2-00307-ESA3MS EA WINDOWS ENT FOR SA SA PLATFORM ALL1,650.0052,602.004.7577NQ-00292-ESA3MS EA SQL SERVER STANDARD CORE SA 2 LIC78.0045,613.624.1286U3-00004-ESA3MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB1,439.0037,304.143.379E064ILL-IMPPAIBM COGNOS 8ENT PANNING TM1 CONTRIBUTOR99.0035,070.753.17109ED-00073-ESA3MS EA VISUAL STUDIO PREM W/MSDN MP SA AL39.0033,366.453.01Invoiced Sales Summary ( by Month )Invoice_DateInvoiced SalesCreditsNet Inv SalesCredit % of Invoiced SalesInvoiced QtyJanuary 201516,084.190.0016,084.190.00129.00February 2015408.410.00408.410.001.00March 2015274,079.550.00274,079.550.001,021.00April 2015667,125.08118,841.69548,283.3917.817,087.00May 20159,695.550.009,695.550.00347.00June 20151,952.88867.451,085.4344.421.00July 201583,704.910.0083,704.910.00490.00August 20158,203.250.008,203.250.00108.00September 201532,350.470.0032,350.470.003,763.00October 2015268.150.00268.150.001.00November 201512,873.080.0012,873.080.0031.00Totals1,106,745.52119,709.14987,036.3810.8212,979.00Snapshot11-24-2015ConfidentialPage 163 of 432
Detail by Account with Customer PO
For Period: 01-01-2015 thru 11-24-2015
Operations Center Reporting
Parent ID
Reporting Parent Name Account
Number
Account Name Account
Attention
Account Address Account
City
Account State /
Province
Account Postal
Code
Account
Country
PO
Number
PO Release
No.
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7136
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7136
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7136
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7156
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7186
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7234
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7293
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7216
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7216
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7216
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7306
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7297
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7297
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7297
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7297
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290Page 164 of 432
Detail by Account with Customer PO
For Period: 01-01-2015 thru 11-24-2015
Insight Part ID Manufacturer Part ID Manufacturer Date
Shipped
Product Description Country
of Usage
Order
Number
Invoice
Number
Unit Price Invoiced
Quantity
Total Sales Currency
M109B-SV1-8.0 M109B-SV1-8.0 Nuance Communications NUANCE OLP PDF CONVERTER ENT 8 MP MNT &US 317840865 1100400352 0.00 25.00 0.00 USD
M109B-SV2-8.0 M109B-SV2-8.0 Nuance Communications NUANCE OLP PDF CONVERTER ENT 8 MP MNT &US 317840865 1100400352 0.00 75.00 0.00 USD
M109B-SV2-8.0 M109B-SV2-8.0 Nuance Communications NUANCE OLP PDF CONVERTER ENT 8 MP MNT &US 317840865 1100400352 0.00 25.00 0.00 USD
090NMPRMMNT1 090NMPRMMNT1 NetMotion Wireless NETMOTION MOBILITY XE MP PREMIUM SW MNT US 317925650 1100402446 0.00 1.00 0.00 USD
WS11-LW-UG-CE WS11-LW-UG-CE VMware VMWARE UPG WORKSTATION 11 UPG FROM VERSI US 317936137 1100402934 0.00 3.00 0.00 USD
7016463-GOVED 7016463-GOVED SAP SAP CRYSTAL REPORTS 2013 MP NAMED USR LI US 318067669 1100407896 0.00 1.00 0.00 USD
65206810BC01A12 65206810BC01A12 Adobe Systems ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO US 318068829 1100407272 0.00 1.00 0.00 USD
269-12445-ESA3 269-12445 Microsoft MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA US 318087173 1100408270 0.00 4.00 0.00 USD
6U3-00004-ESA3 6U3-00004 Microsoft MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB US 318087173 1100408270 0.00 260.00 0.00 USD
76A-00010-ESA3 76A-00010 Microsoft MS EA ENT CAL LIC/SA PLATFORM USER CAL W US 318087173 1100408270 0.00 260.00 0.00 USD
65206810BC01A12 65206810BC01A12 Adobe Systems ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO US 318103688 1100408539 0.00 1.00 0.00 USD
3NS-00003-ESA3 3NS-00003 Microsoft MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR US 318146273 1100409812 0.00 215.00 0.00 USD
6VC-01252-ESA3 6VC-01252 Microsoft MS EA WINDOWS REMOTE DESKTOP SERVICES CA US 318146325 1100409817 0.00 225.00 0.00 USD
76A-00010-ESA3 76A-00010 Microsoft MS EA ENT CAL LIC/SA PLATFORM USER CAL W US 318146325 1100409817 0.00 45.00 0.00 USD
7JQ-00448-ESA3 7JQ-00448 Microsoft MS EA SQL SERVER ENTERPRISE CORE SA STEP US 318146325 1100409817 0.00 10.00 0.00 USD
076-01912-ESA3 076-01912 Microsoft MS EA PROJECT 32 BIT WIN SA ALL LANG US 318146851 1100412301 0.00 100.00 0.00 USD
125-00124-ESA3 125-00124 Microsoft MS EA VISUAL STUDIO FOUNDATION SERVER SA US 318146851 1100412301 0.00 2.00 0.00 USD
126-00196-ESA3 126-00196 Microsoft MS EA VISUAL STUDIO FOUNDATION SERVER SA US 318146851 1100412301 0.00 49.00 0.00 USD
269-12442-ESA3 269-12442 Microsoft MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT US 318146851 1100412301 0.00 1,650.00 0.00 USD
312-02257-ESA3 312-02257 Microsoft MS EA EXCHANGE SERVER SA ALL LANG US 318146851 1100412301 0.00 1.00 0.00 USD
395-02504-ESA3 395-02504 Microsoft MS EA EXCHANGE SERVER ENT SA ALL LANG US 318146851 1100412301 0.00 3.00 0.00 USD
5HU-00216-ESA3 5HU-00216 Microsoft MS EA LYNC SERVER SA ALL LANG US 318146851 1100412301 0.00 1.00 0.00 USD
6U3-00004-ESA3 6U3-00004 Microsoft MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB US 318146851 1100412301 0.00 1,394.00 0.00 USD
6VC-01254-ESA3 6VC-01254 Microsoft MS EA WINDOWS REMOTE DESKTOP SERVICES CA US 318146851 1100412301 0.00 75.00 0.00 USD
76A-00016-ESA3 76A-00016 Microsoft MS EA ENT CAL SA PLATFORM USER CAL W/SVC US 318146851 1100412301 0.00 1,394.00 0.00 USD
77D-00111-ESA3 77D-00111 Microsoft MS EA VISUAL STUDIO PRO W/MSDN MP SA ALL US 318146851 1100412301 0.00 7.00 0.00 USD
7JQ-00343-ESA3 7JQ-00343 Microsoft MS EA SQL SERVER ENTERPRISE CORE SA 2 LI US 318146851 1100412301 0.00 42.00 0.00 USD
7NQ-00292-ESA3 7NQ-00292 Microsoft MS EA SQL SERVER STANDARD CORE SA 2 LIC US 318146851 1100412301 0.00 78.00 0.00 USD
9ED-00073-ESA3 9ED-00073 Microsoft MS EA VISUAL STUDIO PREM W/MSDN MP SA AL US 318146851 1100412301 0.00 39.00 0.00 USD
9JD-00053-ESA3 9JD-00053 Microsoft MS EA VISUAL STUDIO ULTIMATE W/MSDN MP S US 318146851 1100412301 0.00 34.00 0.00 USD
CW2-00307-ESA3 CW2-00307 Microsoft MS EA WINDOWS ENT FOR SA SA PLATFORM ALL US 318146851 1100412301 0.00 1,650.00 0.00 USD
D87-01159-ESA3 D87-01159 Microsoft MS EA VISIO PRO 32 BIT WIN SA ALL LANG US 318146851 1100412301 0.00 108.00 0.00 USD
H04-00268-ESA3 H04-00268 Microsoft MS EA SHAREPOINT SERVER WNT SA ALL LANG US 318146851 1100412301 0.00 5.00 0.00 USD
H21-00420-ESA3 H21-00420 Microsoft MS EA PROJECT SERVER 32 BIT WIN SA DEVIC US 318146851 1100412301 0.00 10.00 0.00 USDPage 165 of 432
Invoiced Orders
For Period: 01-01-2015 thru 11-24-2015
Operations Center Account
Number
Account Name Sales Rep Name Service Sales Rep
Name
Billing
Account
Billing Name Order
Type
Reference
Number
Web Group PO Number PO Release
No.
Order Number Order Date
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38331008 PO7723 318912713 09-22-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38331008 PO7723 318912713 09-22-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38331008 PO7723 318912713 09-22-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38331008 PO7723 318912713 09-22-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38331008 PO7723 318912713 09-22-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38331008 PO7723 318912713 09-22-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38331008 PO7723 318912713 09-22-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38331008 PO7723 318912713 09-22-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38742183 PO7808 319091046 11-05-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36075317 PO7156 317925650 01-22-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36393471 PO7293 318068829 02-26-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 37855565 PO7591 318710069 07-31-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36390964 PO7234 318067669 02-26-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36432635 PO7216 318087173 03-03-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36432635 PO7216 318087173 03-03-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36432635 PO7216 318087173 03-03-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36432635 PO7216 55462255 03-31-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36432635 PO7216 55462255 03-31-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36432635 PO7216 55462255 03-31-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36432635 PO7216 55467926 04-29-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36432635 PO7216 55467926 04-29-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36470573 PO7306 318103688 03-06-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36565697 PO7297 318146273 03-17-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36565697 PO7297 55467935 04-29-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36565786 PO7297 318146325 03-17-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36565786 PO7297 318146325 03-17-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36565786 PO7297 318146325 03-17-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015
North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015Page 166 of 432
Invoiced Orders
For Period: 01-01-2015 thru 11-24-2015
Invoice
Number
Invoice Date Order
Line No
Customer
Material
Manufacturer Material Material Desc Country
of Usage
Invoiced
Quantity
Serial
Number
Asset
Number
Manufacturer Unit Price MSRP
1100441067 09-24-2015 10 0E7IOZZ0-ER1GH GOV ENDPT PROTEC 12.1 P-U RNWL ESS 12M H US 250.00 Symantec 0.00 0.00
1100441067 09-24-2015 20 0E7IOZZ0-ER1GH GOV ENDPT PROTEC 12.1 P-U RNWL ESS 12M H US 1,550.00 Symantec 0.00 0.00
1100441067 09-24-2015 30 FDYTOZZ0-ER1GS GOV PROT F SHAREPT SVR 6-EXT ACS LIC RNW US 3.00 Symantec 0.00 0.00
1100441067 09-24-2015 40 1ZB3OZZ0-ER1GH GOV PROT F SHAREPT SVR 6-P U RNWL ESS 12 US 1,394.00 Symantec 0.00 0.00
1100441067 09-24-2015 50 10W1OZZ0-ER1GS SYMAN PROT ENGINE FOR CLOUD 7.5 P RNWL 1 US 3.00 Symantec 0.00 0.00
1100441067 09-24-2015 60 10W1OZZ0-ER1GS SYMAN PROT ENGINE FOR CLOUD 7.5 P RNWL 1 US 3.00 Symantec 0.00 0.00
1100441067 09-24-2015 70 R80QOZZ0-ER1GH SYMANTEC SYMC PROTECTION ENG FOR CLOUD S US 280.00 Symantec 0.00 0.00
1100441067 09-24-2015 80 R80QOZZ0-ER1GH SYMANTEC SYMC PROTECTION ENG FOR CLOUD S US 280.00 Symantec 0.00 0.00
1100448476 11-07-2015 10 TUG2XZF0-EI1EA SYMANTEC EXP DESKTOP EMAIL ENCRYPTION PO US 3.00 Symantec 0.00 0.00
1100402446 01-22-2015 10 090NMPRMMNT1 NETMOTION MOBILITY XE MP PREMIUM SW MNT US 1.00 NetMotion Wireless 0.00 0.00
1100407272 02-26-2015 10 65206810BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO US 1.00 Adobe Systems 0.00 0.00
1100431896 07-31-2015 10 SNAGG01-12-E SNAGIT-12 ELECTRONIC 1 1U GOV US 3.00 TechSmith 0.00 0.00
1100407896 03-03-2015 10 7016463-GOVED SAP CRYSTAL REPORTS 2013 MP NAMED USR LI US 1.00 SAP 0.00 0.00
1100408270 03-05-2015 10 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB US 260.00 Microsoft 0.00 0.00
1100408270 03-05-2015 20 76A-00010-ESA3 MS EA ENT CAL LIC/SA PLATFORM USER CAL W US 260.00 Microsoft 0.00 0.00
1100408270 03-05-2015 30 269-12445-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA US 4.00 Microsoft 0.00 0.00
1100415135 04-23-2015 10 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB US -215.00 Microsoft 0.00 0.00
1100415135 04-23-2015 20 76A-00010-ESA3 MS EA ENT CAL LIC/SA PLATFORM USER CAL W US -215.00 Microsoft 0.00 0.00
1100415135 04-23-2015 30 269-12445-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA US -4.00 Microsoft 0.00 0.00
1100416202 04-30-2015 10 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB US -45.00 Microsoft 0.00 0.00
1100416202 04-30-2015 20 76A-00010-ESA3 MS EA ENT CAL LIC/SA PLATFORM USER CAL W US -45.00 Microsoft 0.00 0.00
1100408539 03-07-2015 10 65206810BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO US 1.00 Adobe Systems 0.00 0.00
1100409812 03-17-2015 10 3NS-00003-ESA3 MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR US 215.00 Microsoft 0.00 0.00
1100416203 04-30-2015 10 3NS-00003-ESA3 MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR US -185.00 Microsoft 0.00 0.00
1100409817 03-17-2015 10 7JQ-00448-ESA3 MS EA SQL SERVER ENTERPRISE CORE SA STEP US 10.00 Microsoft 0.00 0.00
1100409817 03-17-2015 20 6VC-01252-ESA3 MS EA WINDOWS REMOTE DESKTOP SERVICES CA US 225.00 Microsoft 0.00 0.00
1100409817 03-17-2015 30 76A-00010-ESA3 MS EA ENT CAL LIC/SA PLATFORM USER CAL W US 45.00 Microsoft 0.00 0.00
1100412301 04-01-2015 10 076-01912-ESA3 MS EA PROJECT 32 BIT WIN SA ALL LANG US 100.00 Microsoft 0.00 0.00
1100412301 04-01-2015 20 125-00124-ESA3 MS EA VISUAL STUDIO FOUNDATION SERVER SA US 2.00 Microsoft 0.00 0.00
1100412301 04-01-2015 30 126-00196-ESA3 MS EA VISUAL STUDIO FOUNDATION SERVER SA US 49.00 Microsoft 0.00 0.00
1100412301 04-01-2015 40 269-12442-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT US 1,650.00 Microsoft 0.00 0.00
1100412301 04-01-2015 50 312-02257-ESA3 MS EA EXCHANGE SERVER SA ALL LANG US 1.00 Microsoft 0.00 0.00
1100412301 04-01-2015 60 395-02504-ESA3 MS EA EXCHANGE SERVER ENT SA ALL LANG US 3.00 Microsoft 0.00 0.00
1100412301 04-01-2015 70 5HU-00216-ESA3 MS EA LYNC SERVER SA ALL LANG US 1.00 Microsoft 0.00 0.00
1100412301 04-01-2015 80 6VC-01254-ESA3 MS EA WINDOWS REMOTE DESKTOP SERVICES CA US 75.00 Microsoft 0.00 0.00
1100412301 04-01-2015 90 76A-00016-ESA3 MS EA ENT CAL SA PLATFORM USER CAL W/SVC US 1,394.00 Microsoft 0.00 0.00
1100412301 04-01-2015 100 77D-00111-ESA3 MS EA VISUAL STUDIO PRO W/MSDN MP SA ALL US 7.00 Microsoft 0.00 0.00Page 167 of 432
Invoiced Orders
For Period: 01-01-2015 thru 11-24-2015
Ext Price Total Price Tax PST/QST GST/HST Freight
Line
Freight
Total
EWR Fee Currency Product Category / Sub Category Carrier Ship Method Ship Date Shipping Account
Number
Shipping Name
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENTPage 168 of 432
Invoiced Orders
For Period: 01-01-2015 thru 11-24-2015
Shipping
Attention
Shipping Street Shipping
City
Shipping State /
Province
Shipping
Postal Code
Shipping
Country
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 US
6820 S HARL AVE TEMPE AZ 85283-1234 USPage 169 of 432
Order Confirmation
For Period: 01-01-2015 thru 11-24-2015
Account
Number
Account Name PO
Number
PO Release
No.
Order Date Order
Number
Part ID Product Description Product Type Product Category / Sub Category
11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 F4U085TT THUNDERBOLT 2 EXPRESS DOCK HD, W/ 1M CAB Hardware Product Systems - Port Expansion
11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 F5L171TTBLK KYBD W/ CASE BLK IPAD AIR 5G Hardware Product Input Devices - Keyboards
11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 MB829LL/A APPLE MAGIC MOUSE Hardware Product Input Devices - Pointing Devices
11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 MC184LL/B APPLE WIRELESS KEYBOARD - KEYBOARD - WIR Hardware Product Input Devices - Keyboards
11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 MC914LL/B APPLE 27” MONITOR Hardware Product Output Devices - Monitors
11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 MH2M2LL/A APPLE IPAD AIR 2 WI-FI + CELLULAR - TABL Hardware Product Systems - Handhelds
11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 S3141LL/A APPLECARE PROTECTION PLAN FOR MACBOOK/MA Services Services - Warranty Electronic
11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 S4738LL/A APPLECARE+ PROTECTION PLAN FOR IPAD (WIT Services Services - Warranty Electronic
11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 Z0QP-2101696265 MACBOOK PRO 13-INCH WITH RETINA DISPLAY Hardware Product Systems - Notebooks
11111111 PUBLIC SECTOR CLIENT PO1240 06-16-2015 55478488 F5L171TTBLK KYBD W/ CASE BLK IPAD AIR 5G Hardware Product Input Devices - Keyboards
11111111 PUBLIC SECTOR CLIENT PO1240 06-16-2015 55478488 F5L171TTBLK KYBD W/ CASE BLK IPAD AIR 5G Hardware Product Input Devices - Keyboards
11111111 PUBLIC SECTOR CLIENT PO1243 06-11-2015 318503473 MB829LL/A APPLE MAGIC MOUSE Hardware Product Input Devices - Pointing Devices
11111111 PUBLIC SECTOR CLIENT PO1243 06-11-2015 318503473 MC184LL/B APPLE WIRELESS KEYBOARD - KEYBOARD - WIR Hardware Product Input Devices - Keyboards
11111111 PUBLIC SECTOR CLIENT PO1243 06-11-2015 318503473 S3141LL/A APPLECARE PROTECTION PLAN FOR MACBOOK/MA Services Services - Warranty Electronic
11111111 PUBLIC SECTOR CLIENT PO1243 06-11-2015 318503473 Z0QP-2101696265 MACBOOK PRO 13-INCH WITH RETINA DISPLAY Hardware Product Systems - Notebooks
11111111 PUBLIC SECTOR CLIENT PO7156 01-22-2015 317925650 090NMPRMMNT1 NETMOTION MOBILITY XE MP PREMIUM SW MNT Maintenance Software - Software Service/Support
11111111 PUBLIC SECTOR CLIENT PO7186 01-26-2015 317936137 WS11-LW-UG-CE VMWARE UPG WORKSTATION 11 UPG FROM VERSI License Software - Applications
11111111 PUBLIC SECTOR CLIENT PO7216 03-03-2015 318087173 269-12445-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA License & Maint Software - Applications
11111111 PUBLIC SECTOR CLIENT PO7216 03-03-2015 318087173 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint Software - Applications
11111111 PUBLIC SECTOR CLIENT PO7216 03-03-2015 318087173 76A-00010-ESA3 MS EA ENT CAL LIC/SA PLATFORM USER CAL W License & Maint Software - Applications
11111111 PUBLIC SECTOR CLIENT PO7216 03-31-2015 55462255 269-12445-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA License & Maint Software - Applications
11111111 PUBLIC SECTOR CLIENT PO7216 03-31-2015 55462255 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint Software - Applications
11111111 PUBLIC SECTOR CLIENT PO7216 03-31-2015 55462255 76A-00010-ESA3 MS EA ENT CAL LIC/SA PLATFORM USER CAL W License & Maint Software - Applications
11111111 PUBLIC SECTOR CLIENT PO7216 04-29-2015 55467926 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint Software - Applications
11111111 PUBLIC SECTOR CLIENT PO7216 04-29-2015 55467926 76A-00010-ESA3 MS EA ENT CAL LIC/SA PLATFORM USER CAL W License & Maint Software - Applications
11111111 PUBLIC SECTOR CLIENT PO7234 02-26-2015 318067669 7016463-GOVED SAP CRYSTAL REPORTS 2013 MP NAMED USR LI License Software - Applications
11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 076-01912-ESA3 MS EA PROJECT 32 BIT WIN SA ALL LANG Maintenance Software - Software Service/Support
11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 125-00124-ESA3 MS EA VISUAL STUDIO FOUNDATION SERVER SA Maintenance Software - Software Service/Support
11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 126-00196-ESA3 MS EA VISUAL STUDIO FOUNDATION SERVER SA Maintenance Software - Software Service/Support
11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 269-12442-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT Maintenance Software - Software Service/Support
11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 312-02257-ESA3 MS EA EXCHANGE SERVER SA ALL LANG Maintenance Software - Software Service/Support
11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 395-02504-ESA3 MS EA EXCHANGE SERVER ENT SA ALL LANG Maintenance Software - Software Service/Support
11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 5HU-00216-ESA3 MS EA LYNC SERVER SA ALL LANG Maintenance Software - Software Service/Support
11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint Software - Applications
11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 6VC-01254-ESA3 MS EA WINDOWS REMOTE DESKTOP SERVICES CA Maintenance Software - Software Service/Support
11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 76A-00016-ESA3 MS EA ENT CAL SA PLATFORM USER CAL W/SVC Maintenance Software - Software Service/Support
11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 77D-00111-ESA3 MS EA VISUAL STUDIO PRO W/MSDN MP SA ALL Maintenance Software - Software Service/SupportPage 170 of 432
Order Confirmation
For Period: 01-01-2015 thru 11-24-2015
Media Quantity Total Sales Currency Invoice #Invoice Date Shipment Tracking #Receiver of
Parcel
Expected
Delivery Date
Shippable 1.00 0.00 USD 1100414399 04-19-2015 065323278XY3326 04-17-2015
Shippable 5.00 0.00 USD 1100414399 04-19-2015 65323XY3381819 04-17-2015
Shippable 1.00 0.00 USD 1100414399 04-19-2015 1Z643901ABC2522437 MIKE 04-17-2015
Shippable 1.00 0.00 USD 1100414399 04-19-2015 2780XY553957145 04-17-2015
Shippable 1.00 0.00 USD 1100414399 04-19-2015 1Z64390ABC25278424 MIKE 04-17-2015
Shippable 5.00 0.00 USD 1100414399 04-19-2015 919396XY4438066 04-17-2015
Non Shippable 2.00 0.00 USD 1100414498 04-20-2015 Delivery 0807922814 tracking below
Non Shippable 5.00 0.00 USD 1100414498 04-20-2015 Delivery 0807922814 tracking below
Shippable 2.00 0.00 USD 1100414498 04-20-2015 NONE AVAILABLE 04-20-2015
Shippable -4.00 0.00 USD 1100425804 06-25-2015 06-25-2015
Shippable -1.00 0.00 USD 1100425804 06-25-2015 06-25-2015
Shippable 1.00 0.00 USD 1100423256 06-12-2015 1Z64390ABC56751940 06-12-2015
Shippable 1.00 0.00 USD 1100423256 06-12-2015 278014XY7775735 06-12-2015
Non Shippable 1.00 0.00 USD 1100424203 06-17-2015 32501XY88105
Shippable 1.00 0.00 USD 1100423826 06-16-2015 NONE AVAILABLE 06-16-2015
ESD 1.00 0.00 USD 1100402446 01-22-2015 VENDOR CONFRIMATION
ESD 3.00 0.00 USD 1100402934 01-26-2015 NONE AVAILABLE
ESD 4.00 0.00 USD 1100408270 03-05-2015
ESD 260.00 0.00 USD 1100408270 03-05-2015
ESD 260.00 0.00 USD 1100408270 03-05-2015
ESD -4.00 0.00 USD 1100415135 04-23-2015
ESD -215.00 0.00 USD 1100415135 04-23-2015
ESD -215.00 0.00 USD 1100415135 04-23-2015
ESD -45.00 0.00 USD 1100416202 04-30-2015
ESD -45.00 0.00 USD 1100416202 04-30-2015
ESD 1.00 0.00 USD 1100407896 03-03-2015 ESD
ESD 100.00 0.00 USD 1100412301 04-01-2015
ESD 2.00 0.00 USD 1100412301 04-01-2015
ESD 49.00 0.00 USD 1100412301 04-01-2015
ESD 1,650.00 0.00 USD 1100412301 04-01-2015
ESD 1.00 0.00 USD 1100412301 04-01-2015
ESD 3.00 0.00 USD 1100412301 04-01-2015
ESD 1.00 0.00 USD 1100412301 04-01-2015
ESD 1,394.00 0.00 USD 1100412301 04-01-2015
ESD 75.00 0.00 USD 1100412301 04-01-2015
ESD 1,394.00 0.00 USD 1100412301 04-01-2015
ESD 7.00 0.00 USD 1100412301 04-01-2015Page 171 of 432
Invoice Summary
For Period: 01-01-2015 thru 11-24-2015
Ops Center Invoice Date PO Number PO Release No.Invoice #Order Date Shipping Location Shipping State /
Province
Shipping
Country
Shipping
Date
Invoice Total Currency
North America (SAP)01-05-2015 PO7136 1100400352 12-29-2014 TEMPE AZ US 1,864.50 USD
North America (SAP)01-22-2015 PO7156 1100402446 01-22-2015 TEMPE AZ US 13,846.70 USD
North America (SAP)01-26-2015 PO7186 1100402934 01-26-2015 TEMPE AZ US 372.99 USD
North America (SAP)02-26-2015 PO7293 1100407272 02-26-2015 TEMPE AZ US 408.41 USD
North America (SAP)03-03-2015 PO7234 1100407896 02-26-2015 TEMPE AZ US 357.97 USD
North America (SAP)03-05-2015 PO7216 1100408270 03-03-2015 TEMPE AZ US 105,904.64 USD
North America (SAP)03-07-2015 PO7306 1100408539 03-06-2015 TEMPE AZ US 363.04 USD
North America (SAP)03-17-2015 PO7297 1100409812 03-17-2015 TEMPE AZ US 15,034.95 USD
North America (SAP)03-17-2015 PO7297 1100409817 03-17-2015 TEMPE AZ US 152,418.95 USD
North America (SAP)04-01-2015 PO7290 1100412301 03-17-2015 TEMPE AZ US 694,296.20 USD
North America (SAP)04-19-2015 PO1240 1100414399 04-16-2015 TEMPE AZ US 04-17-2015 5,938.67 USD
North America (SAP)04-20-2015 PO1240 1100414498 04-16-2015 TEMPE AZ US 801.41 USD
North America (SAP)04-20-2015 PO1240 1100414498 04-16-2015 TEMPE AZ US 04-20-2015 4,371.90 USD
North America (SAP)04-23-2015 PO7216 1100415135 03-31-2015 TEMPE AZ US -87,860.99 USD
North America (SAP)04-29-2015 PO7364 1100415986 04-28-2015 TEMPE AZ US 80,558.59 USD
North America (SAP)04-30-2015 PO7216 1100416202 04-29-2015 TEMPE AZ US -18,043.65 USD
North America (SAP)04-30-2015 PO7297 1100416203 04-29-2015 TEMPE AZ US -12,937.05 USD
North America (SAP)05-11-2015 PO7297 1100417865 05-11-2015 TEMPE AZ US 976.50 USD
North America (SAP)05-12-2015 PO7431 1100418088 05-11-2015 TEMPE AZ US 8,484.00 USD
North America (SAP)05-20-2015 PO7431 1100419290 05-11-2015 TEMPE AZ US 137.36 USD
North America (SAP)05-20-2015 PO7431 1100419290 05-19-2015 TEMPE AZ US 97.69 USD
North America (SAP)06-04-2015 PO7484 1100421871 06-04-2015 TEMPE AZ US 90.73 USD
North America (SAP)06-05-2015 PO7482 1100422056 06-04-2015 TEMPE AZ US 06-05-2015 199.53 USD
North America (SAP)06-12-2015 PO1243 1100423256 06-11-2015 TEMPE AZ US 06-12-2015 137.34 USD
North America (SAP)06-16-2015 PO1243 1100423826 06-11-2015 TEMPE AZ US 06-16-2015 2,185.95 USD
Page 172 of 432
Overall Sales History
For Period: 01-01-2015 thru 11-24-2015
Ops Center Reporting
Parent ID
Reporting Parent Name Account No Account Name Billing
Account No
Billing Name Product Category / Sub Category Product Type Country of
Usage
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Software Service/Support Maintenance US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Input Devices - Keyboards Hardware Product
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Input Devices - Keyboards Hardware Product
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Input Devices - Keyboards Hardware Product
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Input Devices - Keyboards Hardware Product
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Input Devices - Keyboards Hardware Product
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Input Devices - Pointing Devices Hardware Product
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Input Devices - Pointing Devices Hardware Product
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Output Devices - Monitors Hardware Product
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Services - Warranty Electronic Services
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Services - Warranty Electronic Services
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Services - Warranty Electronic Services
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Services - Warranty Physical Services
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint USPage 173 of 432
Overall Sales History
For Period: 01-01-2015 thru 11-24-2015
Language Media Customer
Material No
Invoice
Number
Invoice Date Invoice
Status
Invoice
Quantity
Line Item
No
Qty
Ordered
Manufacturer Insight Material No Manufacturer Material No
US ENGLISH ESD 1100402446 01-22-2015 Invoiced 1.00 10 1.00 NetMotion Wireless 090NMPRMMNT1 090NMPRMMNT1
Shippable 1100414399 04-19-2015 Invoiced 1.00 40 1.00 Apple MC184LL/B MC184LL/B
Shippable 1100414399 04-19-2015 Invoiced 5.00 60 5.00 Belkin Components F5L171TTBLK F5L171TTBLK
Shippable 1100423256 06-12-2015 Invoiced 1.00 20 1.00 Apple MC184LL/B MC184LL/B
Shippable 1100425804 06-25-2015 Invoiced -4.00 10 5.00 Belkin Components F5L171TTBLK F5L171TTBLK
Shippable 1100425804 06-25-2015 Invoiced -1.00 20 5.00 Belkin Components F5L171TTBLK F5L171TTBLK
Shippable 1100414399 04-19-2015 Invoiced 1.00 10 1.00 Apple MB829LL/A MB829LL/A
Shippable 1100423256 06-12-2015 Invoiced 1.00 10 1.00 Apple MB829LL/A MB829LL/A
Shippable 1100414399 04-19-2015 Invoiced 1.00 20 1.00 Apple MC914LL/B MC914LL/B
Non Shippable 1100414498 04-20-2015 Invoiced 2.00 20 2.00 Apple S3141LL/A S3141LL/A
Non Shippable 1100414498 04-20-2015 Invoiced 5.00 30 5.00 Apple S4738LL/A S4738LL/A
Non Shippable 1100424203 06-17-2015 Invoiced 1.00 10 1.00 Apple S3141LL/A S3141LL/A
Non Shippable 1100422056 06-05-2015 Invoiced 1.00 10 1.00 Apple MD014LL/A MD014LL/A
ESD 1100434734 08-20-2015 Invoiced 2.00 10 2.00 Nuance Communications K609A-S00-13.0 K609A-S00-13.0
Shippable 1100434734 08-20-2015 Invoiced 4.00 20 4.00 Nuance Communications K689A-K00-13.0 K689A-K00-13.0
ESD 1100434734 01-26-2015 Invoiced 3.00 10 3.00 VMware WS11-LW-UG-CE WS11-LW-UG-CE
ESD 1100431896 07-31-2015 Invoiced 3.00 10 3.00 TechSmith SNAGG01-12-E SNAGG01-12-E
ESD 1100432946 08-09-2015 Invoiced 50.00 10 50.00 Nuance Communications AV09A-S99-1.0 AV09A-S99-1.0
ESD 1100433645 08-13-2015 Invoiced 1.00 10 1.00 Inbit FS1064ESD FS1064ESD
US ENGLISH ESD 1100407896 03-03-2015 Invoiced 1.00 10 1.00 SAP 7016463-GOVED 7016463-GOVED
US ENGLISH ESD 1100446028 10-23-2015 Invoiced 1.00 10 1.00 Adobe Systems 210-1337-11 210-1337-11
ALL LANGUAGES ESD 1100408270 03-05-2015 Invoiced 4.00 30 4.00 Microsoft 269-12445-ESA3 269-12445
ALL LANGUAGES ESD 1100408270 03-05-2015 Invoiced 260.00 10 260.00 Microsoft 6U3-00004-ESA3 6U3-00004
ALL LANGUAGES ESD 1100408270 03-05-2015 Invoiced 260.00 20 260.00 Microsoft 76A-00010-ESA3 76A-00010
ALL LANGUAGES ESD 1100409812 03-17-2015 Invoiced 215.00 10 215.00 Microsoft 3NS-00003-ESA3 3NS-00003
ALL LANGUAGES ESD 1100409817 03-17-2015 Invoiced 10.00 10 10.00 Microsoft 7JQ-00448-ESA3 7JQ-00448
ALL LANGUAGES ESD 1100409817 03-17-2015 Invoiced 45.00 30 45.00 Microsoft 76A-00010-ESA3 76A-00010
ALL LANGUAGES ESD 1100409817 03-17-2015 Invoiced 225.00 20 225.00 Microsoft 6VC-01252-ESA3 6VC-01252
ALL LANGUAGES ESD 1100412301 04-01-2015 Invoiced 1.00 260 1.00 Microsoft U2V-00007-ESA3 U2V-00007
ALL LANGUAGES ESD 1100412301 04-01-2015 Invoiced 1.00 280 1.00 Microsoft U7U-00001-ESA3 U7U-00001
ALL LANGUAGES ESD 1100412301 04-01-2015 Invoiced 100.00 250 100.00 Microsoft T3V-00007-ESA3 T3V-00007
ALL LANGUAGES ESD 1100412301 04-01-2015 Invoiced 1,394.00 270 1,394.00 Microsoft 6U3-00004-ESA3 6U3-00004
ALL LANGUAGES ESD 1100415135 04-23-2015 Invoiced -215.00 10 215.00 Microsoft 6U3-00004-ESA3 6U3-00004
ALL LANGUAGES ESD 1100415135 04-23-2015 Invoiced -215.00 20 215.00 Microsoft 76A-00010-ESA3 76A-00010
ALL LANGUAGES ESD 1100415135 04-23-2015 Invoiced -4.00 30 4.00 Microsoft 269-12445-ESA3 269-12445
ALL LANGUAGES ESD 1100416202 04-30-2015 Invoiced -45.00 10 45.00 Microsoft 6U3-00004-ESA3 6U3-00004
ALL LANGUAGES ESD 1100416202 04-30-2015 Invoiced -45.00 20 45.00 Microsoft 76A-00010-ESA3 76A-00010Page 174 of 432
Overall Sales History
For Period: 01-01-2015 thru 11-24-2015
Material Description Version Unit Price MSRP Ext Price EWR Fee Freight
Line
Freight
Total
Tax PST/QST GST/HST Total Currency Exchange
Rate
Order Date Order Number
NETMOTION MOBILITY XE MP PREMIUM SW MNT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 01-22-2015 317925650
APPLE WIRELESS KEYBOARD - KEYBOARD - WIR 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 04-16-2015 318275903
KYBD W/ CASE BLK IPAD AIR 5G 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 04-16-2015 318275903
APPLE WIRELESS KEYBOARD - KEYBOARD - WIR 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 06-11-2015 318503473
KYBD W/ CASE BLK IPAD AIR 5G 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 06-16-2015 55478488
KYBD W/ CASE BLK IPAD AIR 5G 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 06-16-2015 55478488
APPLE MAGIC MOUSE 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 04-16-2015 318275903
APPLE MAGIC MOUSE 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 06-11-2015 318503473
APPLE 27” MONITOR 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 04-16-2015 318275903
APPLECARE PROTECTION PLAN FOR MACBOOK/MA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 04-16-2015 318275903
APPLECARE+ PROTECTION PLAN FOR IPAD (WIT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 04-16-2015 318275903
APPLECARE PROTECTION PLAN FOR MACBOOK/MA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 06-11-2015 318503473
APP FOR MB/MB AIR/13 MB PRO E/KACCSUSA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 06-04-2015 318470252
GOV STATE/LOCAL ENG DRAGON CROMNATURALLY 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 08-19-2015 318784158
NUANCE DRAGON NATURALLYSPEAKING PREMIUM 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 08-19-2015 318784158
VMWARE UPG WORKSTATION 11 UPG FROM VERSI 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 01-26-2015 317936137
SNAGIT-12 ELECTRONIC 1 1U GOV 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 07-31-2015 318710069
NUANCE POWERPDF ADVANCED, STATE & LOCAL,0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 07-31-2015 318691724
FULLSHOT 10 PROFESSIONAL EDITION SITE LI 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 08-13-2015 318758776
SAP CRYSTAL REPORTS 2013 MP NAMED USR LI 2013 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 02-26-2015 318067669
ADOBE FLP LIVECYCLE DESIGNER 11 MP PER U 11 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 10-19-2015 319019181
MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-03-2015 318087173
MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-03-2015 318087173
MS EA ENT CAL LIC/SA PLATFORM USER CAL W 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-03-2015 318087173
MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-17-2015 318146273
MS EA SQL SERVER ENTERPRISE CORE SA STEP 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-17-2015 318146325
MS EA ENT CAL LIC/SA PLATFORM USER CAL W 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-17-2015 318146325
MS EA WINDOWS REMOTE DESKTOP SERVICES CA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-17-2015 318146325
MS EA BINGS MAPS ENT PLATFORM MONTHLY SU 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-17-2015 318146851
MS EA WINDOWS INTUNE USL ADD-ON MONTHLY 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-17-2015 318146851
MS EA BING MAPS KNOWN USER MONTHLY SUB P 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-17-2015 318146851
MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-17-2015 318146851
MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-31-2015 55462255
MS EA ENT CAL LIC/SA PLATFORM USER CAL W 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-31-2015 55462255
MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-31-2015 55462255
MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 04-29-2015 55467926
MS EA ENT CAL LIC/SA PLATFORM USER CAL W 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 04-29-2015 55467926Page 175 of 432
Overall Sales History
For Period: 01-01-2015 thru 11-24-2015
Order Type PO No PO Release
No.
Serial No Asset
Tag
Sales Rep
Name
Service Rep Name Ship Date Ship Method Carrier Shipping Account
Number
Shipping Name Shipping
Attention
Shipping Address Shipping
City
Direct PO7156 Susan Jones Other 12511 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO1240 Susan Jones 04-17-2015 Ground Federal Express 210311 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO1240 Susan Jones 04-17-2015 Ground Federal Express 210011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO1243 Susan Jones 06-12-2015 Ground Federal Express 210311 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO1240 Susan Jones 06-25-2015 Ground Federal Express PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO1240 Susan Jones 06-25-2015 Ground Federal Express PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO1240 Susan Jones 04-17-2015 Ground United Parcel Services PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO1243 Susan Jones 06-12-2015 Ground United Parcel Services PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO1240 Susan Jones 04-17-2015 Ground United Parcel Services PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO1240 Susan Jones Ground Other 400911 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO1240 Susan Jones Ground Other 400911 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO1243 Susan Jones Ground Other 400911 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7482 Susan Jones 06-05-2015 Ground Federal Express 11 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7612 Susan Jones Ground Federal Express 11 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7612 Susan Jones 08-20-2015 Ground Federal Express 11 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7186 Susan Jones Federal Express 210311 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7591 Susan Jones Electronic Delivery 3611 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7575 Susan Jones Electronic Delivery 11 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7576 Susan Jones Other 403611 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7234 Susan Jones Electronic Delivery 11 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7773 Susan Jones Electronic Delivery 16811 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7216 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7216 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7216 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7297 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7297 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7297 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7297 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7290 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7290 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7290 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7290 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7216 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7216 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7216 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7216 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE
Direct PO7216 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPEPage 176 of 432
Overall Sales History
For Period: 01-01-2015 thru 11-24-2015
Shipping State /
Province
Shipping
Country
Shipping
Postal Code
Reference
Number
Web Group
AZ US 85283-1234 36075317
AZ US 85283-1234 36860366
AZ US 85283-1234 36860366
AZ US 85283-1234 37393210
AZ US 85283-1234 36860366
AZ US 85283-1234 36860366
AZ US 85283-1234 36860366
AZ US 85283-1234 37393210
AZ US 85283-1234 36860366
AZ US 85283-1234 36860366
AZ US 85283-1234 36860366
AZ US 85283-1234 37393210
AZ US 85283-1234 37319186
AZ US 85283-1234 38026347
AZ US 85283-1234 38026347
AZ US 85283-1234 36098157
AZ US 85283-1234 37855565
AZ US 85283-1234 37813806
AZ US 85283-1234 37966110
AZ US 85283-1234 36390964
AZ US 85283-1234 38576990
AZ US 85283-1234 36432635
AZ US 85283-1234 36432635
AZ US 85283-1234 36432635
AZ US 85283-1234 36565697
AZ US 85283-1234 36565786
AZ US 85283-1234 36565786
AZ US 85283-1234 36565786
AZ US 85283-1234 36566739
AZ US 85283-1234 36566739
AZ US 85283-1234 36566739
AZ US 85283-1234 36566739
AZ US 85283-1234 36432635
AZ US 85283-1234 36432635
AZ US 85283-1234 36432635
AZ US 85283-1234 36432635
AZ US 85283-1234 36432635Page 177 of 432
Product Totals by Account and Shipping Location
For Period: 01-01-2015 thru 11-24-2015
Operations Center Account
Number
Account Name Shipping Location Name Shipping
Attention
Shipping Address Shipping
City
Shipping State /
Province
Shipping Postal
Code
Shipping
Country
Order Number Invoice Number PO
Number
PO Release
No.
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318087173 1100408270 PO7216
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 55462255 1100415135 PO7216
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146273 1100409812 PO7297
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 55467935 1100416203 PO7297
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318087173 1100408270 PO7216
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 55462255 1100415135 PO7216
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 55467926 1100416202 PO7216
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146325 1100409817 PO7297
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318087173 1100408270 PO7216
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146325 1100409817 PO7297
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 55462255 1100415135 PO7216
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 55467926 1100416202 PO7216
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146325 1100409817 PO7297
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318758776 1100433645 PO7576
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290
North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290Page 178 of 432
Product Totals by Account and Shipping Location
For Period: 01-01-2015 thru 11-24-2015
Manufacturer Insight Part ID Mfr Part ID Product Description Invoiced
Quantity
Total Sales Currency
Microsoft 076-01912-ESA3 076-01912 MS EA PROJECT 32 BIT WIN SA ALL LANG 100.00 0.00 USD
Microsoft 125-00124-ESA3 125-00124 MS EA VISUAL STUDIO FOUNDATION SERVER SA 2.00 0.00 USD
Microsoft 126-00196-ESA3 126-00196 MS EA VISUAL STUDIO FOUNDATION SERVER SA 49.00 0.00 USD
Microsoft 269-12442-ESA3 269-12442 MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT 1,650.00 0.00 USD
Microsoft 269-12445-ESA3 269-12445 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA 4.00 0.00 USD
Microsoft 269-12445-ESA3 269-12445 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA -4.00 0.00 USD
Microsoft 312-02257-ESA3 312-02257 MS EA EXCHANGE SERVER SA ALL LANG 1.00 0.00 USD
Microsoft 395-02504-ESA3 395-02504 MS EA EXCHANGE SERVER ENT SA ALL LANG 3.00 0.00 USD
Microsoft 3NS-00003-ESA3 3NS-00003 MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR 215.00 0.00 USD
Microsoft 3NS-00003-ESA3 3NS-00003 MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR -185.00 0.00 USD
Microsoft 5HU-00216-ESA3 5HU-00216 MS EA LYNC SERVER SA ALL LANG 1.00 0.00 USD
Microsoft 6U3-00004-ESA3 6U3-00004 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 260.00 0.00 USD
Microsoft 6U3-00004-ESA3 6U3-00004 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 1,394.00 0.00 USD
Microsoft 6U3-00004-ESA3 6U3-00004 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB -215.00 0.00 USD
Microsoft 6U3-00004-ESA3 6U3-00004 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB -45.00 0.00 USD
Microsoft 6VC-01252-ESA3 6VC-01252 MS EA WINDOWS REMOTE DESKTOP SERVICES CA 225.00 0.00 USD
Microsoft 6VC-01254-ESA3 6VC-01254 MS EA WINDOWS REMOTE DESKTOP SERVICES CA 75.00 0.00 USD
Microsoft 76A-00010-ESA3 76A-00010 MS EA ENT CAL LIC/SA PLATFORM USER CAL W 260.00 0.00 USD
Microsoft 76A-00010-ESA3 76A-00010 MS EA ENT CAL LIC/SA PLATFORM USER CAL W 45.00 0.00 USD
Microsoft 76A-00010-ESA3 76A-00010 MS EA ENT CAL LIC/SA PLATFORM USER CAL W -215.00 0.00 USD
Microsoft 76A-00010-ESA3 76A-00010 MS EA ENT CAL LIC/SA PLATFORM USER CAL W -45.00 0.00 USD
Microsoft 76A-00016-ESA3 76A-00016 MS EA ENT CAL SA PLATFORM USER CAL W/SVC 1,394.00 0.00 USD
Microsoft 77D-00111-ESA3 77D-00111 MS EA VISUAL STUDIO PRO W/MSDN MP SA ALL 7.00 0.00 USD
Microsoft 7JQ-00343-ESA3 7JQ-00343 MS EA SQL SERVER ENTERPRISE CORE SA 2 LI 42.00 0.00 USD
Microsoft 7JQ-00448-ESA3 7JQ-00448 MS EA SQL SERVER ENTERPRISE CORE SA STEP 10.00 0.00 USD
Microsoft 7NQ-00292-ESA3 7NQ-00292 MS EA SQL SERVER STANDARD CORE SA 2 LIC 78.00 0.00 USD
Microsoft 9ED-00073-ESA3 9ED-00073 MS EA VISUAL STUDIO PREM W/MSDN MP SA AL 39.00 0.00 USD
Microsoft 9JD-00053-ESA3 9JD-00053 MS EA VISUAL STUDIO ULTIMATE W/MSDN MP S 34.00 0.00 USD
Microsoft CW2-00307-ESA3 CW2-00307 MS EA WINDOWS ENT FOR SA SA PLATFORM ALL 1,650.00 0.00 USD
Microsoft D87-01159-ESA3 D87-01159 MS EA VISIO PRO 32 BIT WIN SA ALL LANG 108.00 0.00 USD
Inbit FS1064ESD FS1064ESD FULLSHOT 10 PROFESSIONAL EDITION SITE LI 1.00 0.00 USD
Microsoft H04-00268-ESA3 H04-00268 MS EA SHAREPOINT SERVER WNT SA ALL LANG 5.00 0.00 USD
Microsoft H21-00420-ESA3 H21-00420 MS EA PROJECT SERVER 32 BIT WIN SA DEVIC 10.00 0.00 USD
Microsoft H22-00475-ESA3 H22-00475 MS EA PROJECT SERVER 32 BIT WIN SA ALL L 1.00 0.00 USD
Microsoft H30-00238-ESA3 H30-00238 MS EA PROJECT PRO 32 BIT WIN SA ALL LANG 67.00 0.00 USD
Microsoft P71-07282-ESA3 P71-07282 MS EA WINDOWS SERVER DATACENTER SA 2 PRO 22.00 0.00 USD
Microsoft P73-05898-ESA3 P73-05898 MS EA WINDOWS SERVER STANDARD SA 2 PROC 170.00 0.00 USDPage 179 of 432
Product Type Summary by Manufacturer
For Period: 01-01-2015 thru 11-24-2015
Manufacturer License Maintenance License & Maint Bundles Media & Docs Shrinkwrap Other Software Hardware Services Total Sales Currency
Adobe Systems 268.15 18,773.10 13,695.44 0.00 0.00 0.00 0.00 0.00 32,736.69 USD
Apple 0.00 0.00 0.00 0.00 0.00 0.00 11,452.50 1,207.72 12,660.22 USD
Belkin Components 0.00 0.00 0.00 0.00 0.00 0.00 313.91 0.00 313.91 USD
IBM 0.00 80,558.59 0.00 0.00 0.00 0.00 0.00 0.00 80,558.59 USD
Inbit 3,392.87 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3,392.87 USD
Microsoft 0.00 655,400.25 267,756.01 0.00 0.00 0.00 0.00 0.00 923,156.26 USD
NetMotion Wireless 0.00 13,846.70 0.00 0.00 0.00 0.00 0.00 0.00 13,846.70 USD
Nuance Communications 4,160.24 2,378.50 0.00 0.00 0.00 0.00 0.00 0.00 6,538.74 USD
SAP 357.97 0.00 0.00 0.00 0.00 0.00 0.00 0.00 357.97 USD
Symantec 0.00 32,350.47 357.48 0.00 0.00 0.00 0.00 0.00 32,707.95 USD
TechSmith 102.63 0.00 0.00 0.00 0.00 0.00 0.00 0.00 102.63 USD
VMware 372.99 0.00 0.00 0.00 0.00 0.00 0.00 0.00 372.99 USD
Page 180 of 432
Product Totals by Manufacturer
For Period: 01-01-2015 thru 11-24-2015
Manufacturer Insight Part ID Product Description Product Type Product Category / Sub Category # of
Users
Mfr Part ID Invoiced
Quantity
Total Sales Currency
Microsoft 7JQ-00448-ESA3 MS EA SQL SERVER ENTERPRISE CORE SA STEP License & Maint Software - Applications 1 7JQ-00448 16.00 0.00 USD
Microsoft 269-12442-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT Maintenance Software - Software Service/Support 1 269-12442 1,650.00 0.00 USD
Microsoft 76A-00016-ESA3 MS EA ENT CAL SA PLATFORM USER CAL W/SVC Maintenance Software - Software Service/Support 1 76A-00016 1,394.00 0.00 USD
Microsoft 7JQ-00343-ESA3 MS EA SQL SERVER ENTERPRISE CORE SA 2 LI Maintenance Software - Software Service/Support 1 7JQ-00343 42.00 0.00 USD
Microsoft 9JD-00053-ESA3 MS EA VISUAL STUDIO ULTIMATE W/MSDN MP S Maintenance Software - Software Service/Support 1 9JD-00053 34.00 0.00 USD
Microsoft CW2-00307-ESA3 MS EA WINDOWS ENT FOR SA SA PLATFORM ALL Maintenance Software - Software Service/Support 1 CW2-00307 1,650.00 0.00 USD
Microsoft 7NQ-00292-ESA3 MS EA SQL SERVER STANDARD CORE SA 2 LIC Maintenance Software - Software Service/Support 1 7NQ-00292 78.00 0.00 USD
Microsoft 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint Software - Applications 1 6U3-00004 1,439.00 0.00 USD
IBM E064ILL-IMPPA IBM COGNOS 8ENT PANNING TM1 CONTRIBUTOR Maintenance Software - Software Service/Support 1 E064ILL 99.00 0.00 USD
Microsoft 9ED-00073-ESA3 MS EA VISUAL STUDIO PREM W/MSDN MP SA AL Maintenance Software - Software Service/Support 1 9ED-00073 39.00 0.00 USD
Microsoft 6VC-01252-ESA3 MS EA WINDOWS REMOTE DESKTOP SERVICES CA License & Maint Software - Applications 1 6VC-01252 225.00 0.00 USD
Microsoft P73-05898-ESA3 MS EA WINDOWS SERVER STANDARD SA 2 PROC Maintenance Software - Software Service/Support 1 P73-05898 170.00 0.00 USD
Microsoft P71-07282-ESA3 MS EA WINDOWS SERVER DATACENTER SA 2 PRO Maintenance Software - Software Service/Support 1 P71-07282 22.00 0.00 USD
IBM E064GLL-IMPPA IBM COGNOS 8ENT PANNING TM1 MOD AUTH USE Maintenance Software - Software Service/Support 1 E064GLL 7.00 0.00 USD
Symantec 0E7IOZZ0-ER1GH GOV ENDPT PROTEC 12.1 P-U RNWL ESS 12M H Maintenance Software - Software Service/Support 250+0E7IOZZ0-ER1GH 1,800.00 0.00 USD
Microsoft 76A-00010-ESA3 MS EA ENT CAL LIC/SA PLATFORM USER CAL W License & Maint Software - Applications 1 76A-00010 45.00 0.00 USD
IBM E09S0LL-IMPPA IBM COGNOS EXECUTIVE VIEWER SVR PA ANNL Maintenance Software - Software Service/Support 1 E09S0LL 92.00 0.00 USD
NetMotion Wireless 090NMPRMMNT1 NETMOTION MOBILITY XE MP PREMIUM SW MNT Maintenance Software - Software Service/Support 090NMPRMMNT1 1.00 0.00 USD
Microsoft H30-00238-ESA3 MS EA PROJECT PRO 32 BIT WIN SA ALL LANG Maintenance Software - Software Service/Support 1 H30-00238 67.00 0.00 USD
Microsoft 076-01912-ESA3 MS EA PROJECT 32 BIT WIN SA ALL LANG Maintenance Software - Software Service/Support 1 076-01912 100.00 0.00 USD
Microsoft D87-01159-ESA3 MS EA VISIO PRO 32 BIT WIN SA ALL LANG Maintenance Software - Software Service/Support 1 D87-01159 108.00 0.00 USD
IBM E08BCLL-IMPPA IBM COGNOS ANALYTICS SVR PVU SW SNS RNW Maintenance Software - Software Service/Support 1 E08BCLL 280.00 0.00 USD
Adobe Systems 65227494BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO License & Maint Software - Applications 1 65227494BC01A12 20.00 0.00 USD
Microsoft 3MS-00001-ESA3 MS EA EXCHANGE ONLINE PLAN 1G SHRDSVR MO License & Maint Software - Applications 1 3MS-00001 300.00 0.00 USD
Adobe Systems 65196283AC02A12 ADOBE CLPG 5.X ACROBAT PRO MLP RNW 1YR-1 Maintenance Software - Software Service/Support 1 65196283AC02A12 182.00 0.00 USD
Adobe Systems 65197225AC02A12 ADOBE CLPG 5.X ACROBAT STD MP RNW 1YR-12 Maintenance Software - Software Service/Support 1 65197225AC02A12 266.00 0.00 USD
Symantec 10W1OZZ0-ER1GS SYMAN PROT ENGINE FOR CLOUD 7.5 P RNWL 1 Maintenance Software - Software Service/Support 10W1OZZ0-ER1GS 6.00 0.00 USD
Apple Z0QP-2101696265 MACBOOK PRO 13-INCH WITH RETINA DISPLAY Hardware Product Systems - Notebooks Z0QP-2101696265 3.00 0.00 USD
Microsoft H04-00268-ESA3 MS EA SHAREPOINT SERVER WNT SA ALL LANG Maintenance Software - Software Service/Support 1 H04-00268 5.00 0.00 USD
Symantec FDYTOZZ0-ER1GS GOV PROT F SHAREPT SVR 6-EXT ACS LIC RNW Maintenance Software - Software Service/Support 1+FDYTOZZ0-ER1GS 3.00 0.00 USD
Apple MH2M2LL/A APPLE IPAD AIR 2 WI-FI + CELLULAR - TABL Hardware Product Systems - Handhelds MH2M2LL/A 5.00 0.00 USD
Microsoft 126-00196-ESA3 MS EA VISUAL STUDIO FOUNDATION SERVER SA Maintenance Software - Software Service/Support 1 126-00196 49.00 0.00 USD
Nuance Communications AV09A-S99-1.0 NUANCE POWERPDF ADVANCED, STATE & LOCAL,License Software - Applications AV09A-S99-1.0 50.00 0.00 USD
Inbit FS1064ESD FULLSHOT 10 PROFESSIONAL EDITION SITE LI License Software - Applications FS1064ESD 1.00 0.00 USD
Adobe Systems 65227500BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO License & Maint Software - Applications 1 65227500BC01A12 6.00 0.00 USD
IBM E09RZLL-IMPPA IBM COGNOS EXECUTIVE VIEWER SVR PVU ANNL Maintenance Software - Software Service/Support 1 E09RZLL 140.00 0.00 USD
IBM E064KLL-IMPPA IBM ELA COGNOS 8ENT PANNING TM1 CONTRIBU Maintenance Software - Software Service/Support 1 E064KLL 140.00 0.00 USDPage 181 of 432
Purchase Activity Detail Report
For Period: 01-01-2015 thru 11-24-2015
Insight Part ID Product Description Product Type Country
of Usage
Product Category / Sub Category Operations Center Account
Number
Account Name PO
Number
PO Release
No.
076-01912-ESA3 MS EA PROJECT 32 BIT WIN SA ALL LANG Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7290
090NMPRMMNT1 NETMOTION MOBILITY XE MP PREMIUM SW MNT Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7156
0E7IOZZ0-ER1GH GOV ENDPT PROTEC 12.1 P-U RNWL ESS 12M H Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7723
10W1OZZ0-ER1GS SYMAN PROT ENGINE FOR CLOUD 7.5 P RNWL 1 Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7723
125-00124-ESA3 MS EA VISUAL STUDIO FOUNDATION SERVER SA Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7290
126-00196-ESA3 MS EA VISUAL STUDIO FOUNDATION SERVER SA Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7290
1ZB3OZZ0-ER1GH GOV PROT F SHAREPT SVR 6-P U RNWL ESS 12 Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7723
210-1337-11 ADOBE FLP LIVECYCLE DESIGNER 11 MP PER U License US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7773
269-12442-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7290
269-12445-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7216
269-12445-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7216
312-02257-ESA3 MS EA EXCHANGE SERVER SA ALL LANG Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7290
395-02504-ESA3 MS EA EXCHANGE SERVER ENT SA ALL LANG Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7290
3MS-00001-ESA3 MS EA EXCHANGE ONLINE PLAN 1G SHRDSVR MO License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7431
3NS-00003-ESA3 MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7297
3NS-00003-ESA3 MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7297
5HU-00216-ESA3 MS EA LYNC SERVER SA ALL LANG Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7290
65181975AC02A12 ADOBE CLPG 5.X ROBOHELP OFFICE MP IMPROV Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7542
65181983AC02A12 ADOBE CLPG 5.X CAPTIVATE MLP IMPROVED UP Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7542
65194015AC02A12 ADOBE CLPG 5.X PREMIERE ELEM MLP RNW 1YR Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7542
65194053AC02A12 ADOBE CLPG 5.X PHOTOSHOP ELEM MLP RNW 1Y Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7542
65196283AC02A12 ADOBE CLPG 5.X ACROBAT PRO MLP RNW 1YR-1 Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7542
65197225AC02A12 ADOBE CLPG 5.X ACROBAT STD MP RNW 1YR-12 Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7542
65206810BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7293
65206810BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7306
65206810BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7585
65206810BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7603
65222605AC02A12 ADOBE CLPG 5.X COLDFUSION STD ALP RNW 2 Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7542
65226053BC01A12 ADOBE VIPG PHOTOSHOP CC MLP SUB LIC F/CS License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7484
65227476BC01A12 ADOBE VIPG PHOTOSHOP CC MLP SUB LIC RNW License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7641
65227494BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7641
65227500BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7641
6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7216
6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7216
6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7216
6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7290
6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7297Page 182 of 432
Purchase Activity Detail Report
For Period: 01-01-2015 thru 11-24-2015
Invoice
Number
Invoice Date Order
Number
Order Date Manufacturer Manufacturer Part ID Invoice
Quantity
Total Sales Currency
1100412301 04-01-2015 318146851 03-17-2015 Microsoft 076-01912-ESA3 100.00 0.00 USD
1100402446 01-22-2015 317925650 01-22-2015 NetMotion Wireless 090NMPRMMNT1 1.00 0.00 USD
1100441067 09-24-2015 318912713 09-22-2015 Symantec 0E7IOZZ0-ER1GH 1,800.00 0.00 USD
1100441067 09-24-2015 318912713 09-22-2015 Symantec 10W1OZZ0-ER1GS 6.00 0.00 USD
1100412301 04-01-2015 318146851 03-17-2015 Microsoft 125-00124-ESA3 2.00 0.00 USD
1100412301 04-01-2015 318146851 03-17-2015 Microsoft 126-00196-ESA3 49.00 0.00 USD
1100441067 09-24-2015 318912713 09-22-2015 Symantec 1ZB3OZZ0-ER1GH 1,394.00 0.00 USD
1100446028 10-23-2015 319019181 10-19-2015 Adobe Systems 210-1337-11 1.00 0.00 USD
1100412301 04-01-2015 318146851 03-17-2015 Microsoft 269-12442-ESA3 1,650.00 0.00 USD
1100408270 03-05-2015 318087173 03-03-2015 Microsoft 269-12445-ESA3 4.00 0.00 USD
1100415135 04-23-2015 55462255 03-31-2015 Microsoft 269-12445-ESA3 -4.00 0.00 USD
1100412301 04-01-2015 318146851 03-17-2015 Microsoft 312-02257-ESA3 1.00 0.00 USD
1100412301 04-01-2015 318146851 03-17-2015 Microsoft 395-02504-ESA3 3.00 0.00 USD
1100418088 05-12-2015 318367802 05-11-2015 Microsoft 3MS-00001-ESA3 300.00 0.00 USD
1100409812 03-17-2015 318146273 03-17-2015 Microsoft 3NS-00003-ESA3 215.00 0.00 USD
1100416203 04-30-2015 55467935 04-29-2015 Microsoft 3NS-00003-ESA3 -185.00 0.00 USD
1100412301 04-01-2015 318146851 03-17-2015 Microsoft 5HU-00216-ESA3 1.00 0.00 USD
1100429124 07-15-2015 318636209 07-15-2015 Adobe Systems 65181975AC02A12 2.00 0.00 USD
1100429124 07-15-2015 318636209 07-15-2015 Adobe Systems 65181983AC02A12 14.00 0.00 USD
1100429124 07-15-2015 318636209 07-15-2015 Adobe Systems 65194015AC02A12 4.00 0.00 USD
1100429124 07-15-2015 318636209 07-15-2015 Adobe Systems 65194053AC02A12 11.00 0.00 USD
1100429124 07-15-2015 318636209 07-15-2015 Adobe Systems 65196283AC02A12 182.00 0.00 USD
1100429124 07-15-2015 318636209 07-15-2015 Adobe Systems 65197225AC02A12 266.00 0.00 USD
1100407272 02-26-2015 318068829 02-26-2015 Adobe Systems 65206810BC01A12 1.00 0.00 USD
1100408539 03-07-2015 318103688 03-06-2015 Adobe Systems 65206810BC01A12 1.00 0.00 USD
1100431383 07-29-2015 318694161 07-28-2015 Adobe Systems 65206810BC01A12 1.00 0.00 USD
1100432226 08-04-2015 318721301 08-04-2015 Adobe Systems 65206810BC01A12 1.00 0.00 USD
1100429124 07-15-2015 318636209 07-15-2015 Adobe Systems 65222605AC02A12 1.00 0.00 USD
1100421871 06-04-2015 318470130 06-04-2015 Adobe Systems 65226053BC01A12 1.00 0.00 USD
1100447792 11-03-2015 319080121 11-03-2015 Adobe Systems 65227476BC01A12 2.00 0.00 USD
1100447792 11-03-2015 319080121 11-03-2015 Adobe Systems 65227494BC01A12 20.00 0.00 USD
1100447792 11-03-2015 319080121 11-03-2015 Adobe Systems 65227500BC01A12 6.00 0.00 USD
1100408270 03-05-2015 318087173 03-03-2015 Microsoft 6U3-00004-ESA3 260.00 0.00 USD
1100415135 04-23-2015 55462255 03-31-2015 Microsoft 6U3-00004-ESA3 -215.00 0.00 USD
1100416202 04-30-2015 55467926 04-29-2015 Microsoft 6U3-00004-ESA3 -45.00 0.00 USD
1100412301 04-01-2015 318146851 03-17-2015 Microsoft 6U3-00004-ESA3 1,394.00 0.00 USD
1100417865 05-11-2015 318368152 05-11-2015 Microsoft 6U3-00004-ESA3 45.00 0.00 USDPage 183 of 432
Purchase Summary by Account
For Period: 01-01-2015 thru 11-24-2015
Operations Center Account No Account Name Account
Attention
Account Address Account City Account State / Province Account Postal
Code
Account
Country
Invoiced
Quantity
Extended Price Currency
North America (SAP)11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 12,979.00 1,106,745.50 USD
Page 184 of 432
Purchase Summary by Manufacturer
For Period: 01-01-2015 thru 11-24-2015
Manufacturer Manufacturer Material #Insight Part Number Description Invoiced
Quantity
Total Purchase Currency
Adobe Systems 210-1337-11 210-1337-11 ADOBE FLP LIVECYCLE DESIGNER 11 MP PER U 1.00 0.00 USD
Adobe Systems 65181975AC02A12 65181975AC02A12 ADOBE CLPG 5.X ROBOHELP OFFICE MP IMPROV 2.00 0.00 USD
Adobe Systems 65181983AC02A12 65181983AC02A12 ADOBE CLPG 5.X CAPTIVATE MLP IMPROVED UP 14.00 0.00 USD
Adobe Systems 65222605AC02A12 65222605AC02A12 ADOBE CLPG 5.X COLDFUSION STD ALP RNW 2 1.00 0.00 USD
Adobe Systems 65226053BC01A12 65226053BC01A12 ADOBE VIPG PHOTOSHOP CC MLP SUB LIC F/CS 1.00 0.00 USD
Adobe Systems 65227476BC01A12 65227476BC01A12 ADOBE VIPG PHOTOSHOP CC MLP SUB LIC RNW 2.00 0.00 USD
Adobe Systems 65227494BC01A12 65227494BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO 20.00 0.00 USD
Adobe Systems 65227500BC01A12 65227500BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO 6.00 0.00 USD
Apple MB829LL/A MB829LL/A APPLE MAGIC MOUSE 2.00 0.00 USD
Apple Z0QP-2101696265 Z0QP-2101696265 MACBOOK PRO 13-INCH WITH RETINA DISPLAY 3.00 0.00 USD
Belkin Components F4U085TT F4U085TT THUNDERBOLT 2 EXPRESS DOCK HD, W/ 1M CAB 1.00 0.00 USD
Belkin Components F5L171TTBLK F5L171TTBLK KYBD W/ CASE BLK IPAD AIR 5G 0.00 0.00 USD
IBM E064GLL E064GLL-IMPPA IBM COGNOS 8ENT PANNING TM1 MOD AUTH USE 7.00 0.00 USD
IBM E08BCLL E08BCLL-IMPPA IBM COGNOS ANALYTICS SVR PVU SW SNS RNW 280.00 0.00 USD
IBM E09RZLL E09RZLL-IMPPA IBM COGNOS EXECUTIVE VIEWER SVR PVU ANNL 140.00 0.00 USD
IBM E09S0LL E09S0LL-IMPPA IBM COGNOS EXECUTIVE VIEWER SVR PA ANNL 92.00 0.00 USD
Inbit FS1064ESD FS1064ESD FULLSHOT 10 PROFESSIONAL EDITION SITE LI 1.00 0.00 USD
Microsoft 076-01912 076-01912-ESA3 MS EA PROJECT 32 BIT WIN SA ALL LANG 100.00 0.00 USD
Microsoft 125-00124 125-00124-ESA3 MS EA VISUAL STUDIO FOUNDATION SERVER SA 2.00 0.00 USD
Microsoft 6VC-01254 6VC-01254-ESA3 MS EA WINDOWS REMOTE DESKTOP SERVICES CA 75.00 0.00 USD
Microsoft T6L-00238 T6L-00238-ESA3 MS EA SYSTEM CENTER DATACENTER SA 2 PROC 1.00 0.00 USD
Nuance Communications AV09A-S99-1.0 AV09A-S99-1.0 NUANCE POWERPDF ADVANCED, STATE & LOCAL,50.00 0.00 USD
Nuance Communications M109B-SV2-8.0 M109B-SV2-8.0 NUANCE OLP PDF CONVERTER ENT 8 MP MNT &100.00 0.00 USD
Page 185 of 432
Purchase Summary by Item Purchased
For Period: 01-01-2015 thru 11-24-2015
Description Manufacturer Product Type Product Category / Sub Category Manufacturer Part
Number
Insight Part Number Invoiced
Quantity
Extended
Price
Currency
ADOBE CLPG 5.X ACROBAT PRO MLP RNW 1YR-1 Adobe Systems Maintenance Software - Software Service/Support 65196283AC02A12 65196283AC02A12 182.00 0.00 USD
ADOBE CLPG 5.X ACROBAT STD MP RNW 1YR-12 Adobe Systems Maintenance Software - Software Service/Support 65197225AC02A12 65197225AC02A12 266.00 0.00 USD
ADOBE CLPG 5.X CAPTIVATE MLP IMPROVED UP Adobe Systems Maintenance Software - Software Service/Support 65181983AC02A12 65181983AC02A12 14.00 0.00 USD
ADOBE CLPG 5.X COLDFUSION STD ALP RNW 2 Adobe Systems Maintenance Software - Software Service/Support 65222605AC02A12 65222605AC02A12 1.00 0.00 USD
ADOBE CLPG 5.X PHOTOSHOP ELEM MLP RNW 1Y Adobe Systems Maintenance Software - Software Service/Support 65194053AC02A12 65194053AC02A12 11.00 0.00 USD
ADOBE CLPG 5.X PREMIERE ELEM MLP RNW 1YR Adobe Systems Maintenance Software - Software Service/Support 65194015AC02A12 65194015AC02A12 4.00 0.00 USD
ADOBE CLPG 5.X ROBOHELP OFFICE MP IMPROV Adobe Systems Maintenance Software - Software Service/Support 65181975AC02A12 65181975AC02A12 2.00 0.00 USD
ADOBE FLP LIVECYCLE DESIGNER 11 MP PER U Adobe Systems License Software - Applications 210-1337-11 210-1337-11 1.00 0.00 USD
ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO Adobe Systems License & Maint Software - Applications 65206810BC01A12 65206810BC01A12 4.00 0.00 USD
ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO Adobe Systems License & Maint Software - Applications 65227494BC01A12 65227494BC01A12 20.00 0.00 USD
ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO Adobe Systems License & Maint Software - Applications 65227500BC01A12 65227500BC01A12 6.00 0.00 USD
ADOBE VIPG PHOTOSHOP CC MLP SUB LIC F/CS Adobe Systems License & Maint Software - Applications 65226053BC01A12 65226053BC01A12 1.00 0.00 USD
ADOBE VIPG PHOTOSHOP CC MLP SUB LIC RNW Adobe Systems License & Maint Software - Applications 65227476BC01A12 65227476BC01A12 2.00 0.00 USD
APP FOR MB/MB AIR/13 MB PRO E/KACCSUSA Apple Services Services - Warranty Physical MD014LL/A MD014LL/A 1.00 0.00 USD
APPLE 27” MONITOR Apple Hardware Product Output Devices - Monitors MC914LL/B MC914LL/B 1.00 0.00 USD
APPLE IPAD AIR 2 WI-FI + CELLULAR - TABL Apple Hardware Product Systems - Handhelds MH2M2LL/A MH2M2LL/A 5.00 0.00 USD
APPLE MAGIC MOUSE Apple Hardware Product Input Devices - Pointing Devices MB829LL/A MB829LL/A 2.00 0.00 USD
APPLE WIRELESS KEYBOARD - KEYBOARD - WIR Apple Hardware Product Input Devices - Keyboards MC184LL/B MC184LL/B 2.00 0.00 USD
APPLECARE PROTECTION PLAN FOR MACBOOK/MA Apple Services Services - Warranty Electronic S3141LL/A S3141LL/A 3.00 0.00 USD
APPLECARE+ PROTECTION PLAN FOR IPAD (WIT Apple Services Services - Warranty Electronic S4738LL/A S4738LL/A 5.00 0.00 USD
MACBOOK PRO 13-INCH WITH RETINA DISPLAY Apple Hardware Product Systems - Notebooks Z0QP-2101696265 Z0QP-2101696265 3.00 0.00 USD
KYBD W/ CASE BLK IPAD AIR 5G Belkin Components Hardware Product Input Devices - Keyboards F5L171TTBLK F5L171TTBLK 0.00 0.00 USD
THUNDERBOLT 2 EXPRESS DOCK HD, W/ 1M CAB Belkin Components Hardware Product Systems - Port Expansion F4U085TT F4U085TT 1.00 0.00 USD
IBM COGNOS 8ENT PANNING TM1 CONTRIBUTOR IBM Maintenance Software - Software Service/Support E064ILL E064ILL-IMPPA 99.00 0.00 USD
IBM COGNOS 8ENT PANNING TM1 MOD AUTH USE IBM Maintenance Software - Software Service/Support E064GLL E064GLL-IMPPA 7.00 0.00 USD
IBM COGNOS ANALYTICS SVR PVU SW SNS RNW IBM Maintenance Software - Software Service/Support E08BCLL E08BCLL-IMPPA 280.00 0.00 USD
IBM COGNOS EXECUTIVE VIEWER SVR PA ANNL IBM Maintenance Software - Software Service/Support E09S0LL E09S0LL-IMPPA 92.00 0.00 USD
IBM COGNOS EXECUTIVE VIEWER SVR PVU ANNL IBM Maintenance Software - Software Service/Support E09RZLL E09RZLL-IMPPA 140.00 0.00 USD
IBM ELA COGNOS 8ENT PANNING TM1 CONTRIBU IBM Maintenance Software - Software Service/Support E064KLL E064KLL-IMPPA 140.00 0.00 USD
FULLSHOT 10 PROFESSIONAL EDITION SITE LI Inbit License Software - Applications FS1064ESD FS1064ESD 1.00 0.00 USD
MS EA BING MAPS KNOWN USER MONTHLY SUB P Microsoft License & Maint Software - Applications T3V-00007 T3V-00007-ESA3 100.00 0.00 USD
MS EA BINGS MAPS ENT PLATFORM MONTHLY SU Microsoft License & Maint Software - Applications U2V-00007 U2V-00007-ESA3 1.00 0.00 USD
MS EA ECAL BRIDGE FOR OFFICE 365 LIC/SA Microsoft License & Maint Software - Applications U5J-00002 U5J-00002-ESA3 1.00 0.00 USD
MS EA ENT CAL LIC/SA PLATFORM USER CAL W Microsoft License & Maint Software - Applications 76A-00010 76A-00010-ESA3 45.00 0.00 USD
MS EA ENT CAL SA PLATFORM USER CAL W/SVC Microsoft Maintenance Software - Software Service/Support 76A-00016 76A-00016-ESA3 1,394.00 0.00 USDPage 186 of 432
Purchase Summary by Shipping Location
For Period: 01-01-2015 thru 11-24-2015
Shipping Account Name Shipping
Account Number
Shipping Attention Shipping Street Shipping
City
Shipping State /
Province
Shipping Postal
Code
Shipping
Country
Invoiced
Quantity
Extended
Price
Currency
PUBLIC SECTOR CLIENT 11111111 JOE SMITH 6820 S HARL AVE TEMPE AZ 85283-1234 US 7,326.00 852,205.92 USD
PUBLIC SECTOR CLIENT 11111111 PAM HUNT 6820 S HARL AVE TEMPE AZ 85283-1234 US 100.00 3,941.50 USD
PUBLIC SECTOR CLIENT 11111111 GREG WRIGHT 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 268.15 USD
PUBLIC SECTOR CLIENT 11111111 JEFF FORD 6820 S HARL AVE TEMPE AZ 85283-1234 US 6.00 732.74 USD
PUBLIC SECTOR CLIENT 11111111 SARAH DUNN 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 13,846.70 USD
PUBLIC SECTOR CLIENT 11111111 TIM JOHNS 6820 S HARL AVE TEMPE AZ 85283-1234 US 3.00 372.99 USD
PUBLIC SECTOR CLIENT 11111111 SAM POTTER 6820 S HARL AVE TEMPE AZ 85283-1234 US 18.00 10,244.53 USD
PUBLIC SECTOR CLIENT 11111111 KELLY JOHNSON 6820 S HARL AVE TEMPE AZ 85283-1234 US 4.00 2,530.07 USD
PUBLIC SECTOR CLIENT 11111111 RITA MILLER 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 357.97 USD
PUBLIC SECTOR CLIENT 11111111 ERIC BROWN 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 408.41 USD
PUBLIC SECTOR CLIENT 11111111 JASON HALL 6820 S HARL AVE TEMPE AZ 85283-1234 US 45.00 976.50 USD
PUBLIC SECTOR CLIENT 11111111 LUCY YOUNG 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 363.04 USD
PUBLIC SECTOR CLIENT 11111111 BRIAN LEWIS 6820 S HARL AVE TEMPE AZ 85283-1234 US 758.00 80,558.59 USD
PUBLIC SECTOR CLIENT 11111111 DAVID SCOTT 6820 S HARL AVE TEMPE AZ 85283-1234 US 6.00 64,647.66 USD
PUBLIC SECTOR CLIENT 11111111 MICHAEL HARRIS 6820 S HARL AVE TEMPE AZ 85283-1234 US 302.00 8,719.05 USD
PUBLIC SECTOR CLIENT 11111111 LISA GREEN 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 199.53 USD
PUBLIC SECTOR CLIENT 11111111 MICHELLE EVANS 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 90.73 USD
PUBLIC SECTOR CLIENT 11111111 BRENDA MURPHY 6820 S HARL AVE TEMPE AZ 85283-1234 US 480.00 18,773.10 USD
PUBLIC SECTOR CLIENT 11111111 JUSTIN COOK 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 181.52 USD
PUBLIC SECTOR CLIENT 11111111 BILL PARKER 6820 S HARL AVE TEMPE AZ 85283-1234 US 3.00 102.63 USD
PUBLIC SECTOR CLIENT 11111111 DAWN ROGERS 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 136.14 USD
PUBLIC SECTOR CLIENT 11111111 MARY COLLINS 6820 S HARL AVE TEMPE AZ 85283-1234 US 28.00 12,515.60 USD
PUBLIC SECTOR CLIENT 11111111 PETER CARTER 6820 S HARL AVE TEMPE AZ 85283-1234 US 3,763.00 32,350.47 USD
PUBLIC SECTOR CLIENT 11111111 CHRIS WALKER 6820 S HARL AVE TEMPE AZ 85283-1234 US 3.00 357.48 USD
PUBLIC SECTOR CLIENT 11111111 KEVIN TURNER 6820 S HARL AVE TEMPE AZ 85283-1234 US 125.00 1,864.50 USD
Page 187 of 432
Software Detail Data
For Period: 01-01-2015 thru 11-24-2015
Operations Center Reporting
Parent ID
Reporting Parent Name Account No Account Name Account Address Account
Attention
Account
City
Account
State/Province
Account Postal
Code
Account
Country
Contact
Name
Contact Phone Invoice
Number
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100400352
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100400352
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100400352
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100402934
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100407272
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100407896
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100408270
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100408270
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100408270
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100408539
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100409812
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100409817
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100409817
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100409817
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301
North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301Page 188 of 432
Software Detail Data
For Period: 01-01-2015 thru 11-24-2015
Line Item
No
Invoice Date Manufacturer Manufacturer Part ID Insight Part ID Product Title Product Description Version Package
Count
Package
Type
10 01-05-2015 Nuance Communications M109B-SV2-8.0 M109B-SV2-8.0 NUANCE MAINTENANCE & SUPPORT TECHNICAL SUPPORT - 1
YEAR - FOR NUANCE PDF CONVERTER ENTERPRISE
NUANCE OLP PDF CONVERTER ENT 8 MP MNT &8 1 12
20 01-05-2015 Nuance Communications M109B-SV2-8.0 M109B-SV2-8.0 NUANCE MAINTENANCE & SUPPORT TECHNICAL SUPPORT - 1
YEAR - FOR NUANCE PDF CONVERTER ENTERPRISE
NUANCE OLP PDF CONVERTER ENT 8 MP MNT &8 1 12
30 01-05-2015 Nuance Communications M109B-SV1-8.0 M109B-SV1-8.0 NUANCE MAINTENANCE & SUPPORT TECHNICAL SUPPORT - 1
YEAR - FOR NUANCE PDF CONVERTER ENTERPRISE
NUANCE OLP PDF CONVERTER ENT 8 MP MNT &8 1 12
10 01-26-2015 VMware WS11-LW-UG-CE WS11-LW-UG-CE VMWARE WORKSTATION ( V. 11 ) - VERSION UPGRADE LICENSE VMWARE UPG WORKSTATION 11 UPG FROM VERSI 1 0
10 02-26-2015 Adobe Systems 65206810BC01A12 65206810BC01A12 ADOBE CREATIVE CLOUD FOR TEAMS - SUBSCRIPTION LICENSE
( 1 YEAR )
ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO 1 1 0
10 03-03-2015 SAP 7016463-GOVED 7016463-GOVED SAP CRYSTAL REPORTS 2013 - LICENSE SAP CRYSTAL REPORTS 2013 MP NAMED USR LI 2013 1 0
10 03-05-2015 Microsoft 6U3-00004 6U3-00004-ESA3 MICROSOFT OFFICE 365 (PLAN E3) - SUBSCRIPTION LICENSE MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 1 0
20 03-05-2015 Microsoft 76A-00010 76A-00010-ESA3 MICROSOFT ENTERPRISE CAL SUITE - LICENSE & SOFTWARE
ASSURANCE
MS EA ENT CAL LIC/SA PLATFORM USER CAL W 1 0
30 03-05-2015 Microsoft 269-12445 269-12445-ESA3 MICROSOFT OFFICE PROFESSIONAL PLUS - LICENSE &
SOFTWARE ASSURANCE
MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA 1 0
10 03-07-2015 Adobe Systems 65206810BC01A12 65206810BC01A12 ADOBE CREATIVE CLOUD FOR TEAMS - SUBSCRIPTION LICENSE
( 1 YEAR )
ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO 1 1 0
10 03-17-2015 Microsoft 3NS-00003 3NS-00003-ESA3 MICROSOFT EXCHANGE ONLINE PLAN 2G - SUBSCRIPTION
LICENSE
MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR 1 0
10 03-17-2015 Microsoft 7JQ-00448 7JQ-00448-ESA3 MICROSOFT SQL SERVER ENTERPRISE CORE EDITION - STEP-
UP LICENSE & SOFTWARE ASSURANCE
MS EA SQL SERVER ENTERPRISE CORE SA STEP 1 0
20 03-17-2015 Microsoft 6VC-01252 6VC-01252-ESA3 MICROSOFT WINDOWS REMOTE DESKTOP SERVICES - LICENSE
& SOFTWARE ASSURANCE
MS EA WINDOWS REMOTE DESKTOP SERVICES CA 1 0
30 03-17-2015 Microsoft 76A-00010 76A-00010-ESA3 MICROSOFT ENTERPRISE CAL SUITE - LICENSE & SOFTWARE
ASSURANCE
MS EA ENT CAL LIC/SA PLATFORM USER CAL W 1 0
10 04-01-2015 Microsoft 076-01912 076-01912-ESA3 MICROSOFT PROJECT - SOFTWARE ASSURANCE MS EA PROJECT 32 BIT WIN SA ALL LANG 1 0
20 04-01-2015 Microsoft 125-00124 125-00124-ESA3 MICROSOFT VISUAL STUDIO TEAM FOUNDATION SERVER -
SOFTWARE ASSURANCE
MS EA VISUAL STUDIO FOUNDATION SERVER SA 1 0
30 04-01-2015 Microsoft 126-00196 126-00196-ESA3 MICROSOFT VISUAL STUDIO TEAM FOUNDATION SERVER -
SOFTWARE ASSURANCE
MS EA VISUAL STUDIO FOUNDATION SERVER SA 1 0
40 04-01-2015 Microsoft 269-12442 269-12442-ESA3 MICROSOFT OFFICE PROFESSIONAL PLUS - SOFTWARE
ASSURANCE
MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT 1 0
50 04-01-2015 Microsoft 312-02257 312-02257-ESA3 MICROSOFT EXCHANGE SERVER - SOFTWARE ASSURANCE MS EA EXCHANGE SERVER SA ALL LANG 1 0
60 04-01-2015 Microsoft 395-02504 395-02504-ESA3 MICROSOFT EXCHANGE SERVER ENTERPRISE EDITION -
SOFTWARE ASSURANCE
MS EA EXCHANGE SERVER ENT SA ALL LANG 1 0
70 04-01-2015 Microsoft 5HU-00216 5HU-00216-ESA3 SKYPE FOR BUSINESS SERVER - SOFTWARE ASSURANCE MS EA LYNC SERVER SA ALL LANG 1 0
80 04-01-2015 Microsoft 6VC-01254 6VC-01254-ESA3 MICROSOFT WINDOWS REMOTE DESKTOP SERVICES -
SOFTWARE ASSURANCE
MS EA WINDOWS REMOTE DESKTOP SERVICES CA 1 0
90 04-01-2015 Microsoft 76A-00016 76A-00016-ESA3 MICROSOFT ENTERPRISE CAL SUITE - SOFTWARE ASSURANCE MS EA ENT CAL SA PLATFORM USER CAL W/SVC 1 0
100 04-01-2015 Microsoft 77D-00111 77D-00111-ESA3 MICROSOFT VISUAL STUDIO PROFESSIONAL WITH MSDN -
SOFTWARE ASSURANCE
MS EA VISUAL STUDIO PRO W/MSDN MP SA ALL 1 0
110 04-01-2015 Microsoft 7JQ-00343 7JQ-00343-ESA3 MICROSOFT SQL SERVER ENTERPRISE CORE EDITION -
SOFTWARE ASSURANCE
MS EA SQL SERVER ENTERPRISE CORE SA 2 LI 1 0
120 04-01-2015 Microsoft 7NQ-00292 7NQ-00292-ESA3 MICROSOFT SQL SERVER STANDARD CORE EDITION -
SOFTWARE ASSURANCE
MS EA SQL SERVER STANDARD CORE SA 2 LIC 1 0
130 04-01-2015 Microsoft 9ED-00073 9ED-00073-ESA3 MICROSOFT VISUAL STUDIO PREMIUM WITH MSDN - SOFTWARE
ASSURANCE
MS EA VISUAL STUDIO PREM W/MSDN MP SA AL 1 0
140 04-01-2015 Microsoft 9JD-00053 9JD-00053-ESA3 MICROSOFT VISUAL STUDIO ULTIMATE WITH MSDN - SOFTWARE
ASSURANCE
MS EA VISUAL STUDIO ULTIMATE W/MSDN MP S 1 0
150 04-01-2015 Microsoft CW2-00307 CW2-00307-ESA3 WINDOWS ENTERPRISE FOR SA - SOFTWARE ASSURANCE MS EA WINDOWS ENT FOR SA SA PLATFORM ALL 1 0
160 04-01-2015 Microsoft D87-01159 D87-01159-ESA3 MICROSOFT VISIO PROFESSIONAL - SOFTWARE ASSURANCE MS EA VISIO PRO 32 BIT WIN SA ALL LANG 1 0
170 04-01-2015 Microsoft H04-00268 H04-00268-ESA3 MICROSOFT SHAREPOINT SERVER - SOFTWARE ASSURANCE MS EA SHAREPOINT SERVER WNT SA ALL LANG 1 0
180 04-01-2015 Microsoft H21-00420 H21-00420-ESA3 MICROSOFT PROJECT SERVER - SOFTWARE ASSURANCE MS EA PROJECT SERVER 32 BIT WIN SA DEVIC 1 0
190 04-01-2015 Microsoft H22-00475 H22-00475-ESA3 MICROSOFT PROJECT SERVER - SOFTWARE ASSURANCE MS EA PROJECT SERVER 32 BIT WIN SA ALL L 1 0
200 04-01-2015 Microsoft H30-00238 H30-00238-ESA3 MICROSOFT PROJECT PROFESSIONAL - SOFTWARE
ASSURANCE
MS EA PROJECT PRO 32 BIT WIN SA ALL LANG 1 0
210 04-01-2015 Microsoft P71-07282 P71-07282-ESA3 MICROSOFT WINDOWS SERVER DATACENTER EDITION -
SOFTWARE ASSURANCE
MS EA WINDOWS SERVER DATACENTER SA 2 PRO 1 0
220 04-01-2015 Microsoft P73-05898 P73-05898-ESA3 MICROSOFT WINDOWS SERVER STANDARD EDITION -
SOFTWARE ASSURANCE
MS EA WINDOWS SERVER STANDARD SA 2 PROC 1 0Page 189 of 432
Software Detail Data
For Period: 01-01-2015 thru 11-24-2015
Product Category / Sub Category Language Media Product Type Country of
Usage
# of
Users
Invoiced
Quantity
Invoiced
Currency
Exch Rate Unit Price SRP Sales Amt Currency Date Shipped Customer
PO #
Software - Software Service/Support US ENGLISH ESD Maintenance Only US 1 75.00 USD 1.00 0.00 0.00 0.00 USD PO7136
Software - Software Service/Support US ENGLISH ESD Maintenance Only US 1 25.00 USD 1.00 0.00 0.00 0.00 USD PO7136
Software - Software Service/Support ESD Maintenance Only US 1 25.00 USD 1.00 0.00 0.00 0.00 USD PO7136
Software - Applications ESD License Only US 1 3.00 USD 1.00 0.00 0.00 0.00 USD PO7186
Software - Applications MULTILINGUAL ESD Cloud US 1 1.00 USD 1.00 0.00 0.00 0.00 USD PO7293
Software - Applications US ENGLISH ESD License Only US 1 1.00 USD 1.00 0.00 0.00 0.00 USD PO7234
Software - Applications ALL LANGUAGES ESD Cloud US 1 260.00 USD 1.00 0.00 0.00 0.00 USD PO7216
Software - Applications ALL LANGUAGES ESD License with Maintenance and Support US 1 260.00 USD 1.00 0.00 0.00 0.00 USD PO7216
Software - Applications ALL LANGUAGES ESD License with Maintenance and Support US 1 4.00 USD 1.00 0.00 0.00 0.00 USD PO7216
Software - Applications MULTILINGUAL ESD Cloud US 1 1.00 USD 1.00 0.00 0.00 0.00 USD PO7306
Software - Applications ALL LANGUAGES ESD Cloud US 1 215.00 USD 1.00 0.00 0.00 0.00 USD PO7297
Software - Applications ALL LANGUAGES ESD License with Maintenance and Support US 1 10.00 USD 1.00 0.00 0.00 0.00 USD PO7297
Software - Applications ALL LANGUAGES ESD License with Maintenance and Support US 1 225.00 USD 1.00 0.00 0.00 0.00 USD PO7297
Software - Applications ALL LANGUAGES ESD License with Maintenance and Support US 1 45.00 USD 1.00 0.00 0.00 0.00 USD PO7297
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 100.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 2.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 49.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 1,650.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 1.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 3.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 1.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 75.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 1,394.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 7.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 42.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 78.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 39.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 34.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 1,650.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 108.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 5.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 10.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 1.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 67.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 22.00 USD 1.00 0.00 0.00 0.00 USD PO7290
Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 170.00 USD 1.00 0.00 0.00 0.00 USD PO7290Page 190 of 432
Software Detail Data
For Period: 01-01-2015 thru 11-24-2015
PO Release No.Order Number Order Date Master Agreement
Number
Enrollment
Number
Enrollment
Start Date
Enrollment
End Date
Maintenance
Start Date
Maintenance
End Date
UNSPSC Code Shipping
Account No.
Shipping Name Shipping
Attention
Shipping
Address
Shipping Address 2
317840865 12-29-2014 12-01-2012 06-02-2016 01-01-2015 12-31-2015 81112201 11111111 XYZ AGENCY 6820 S HARL AVE
317840865 12-29-2014 12-01-2012 06-02-2016 01-01-2015 12-31-2015 81112201 11111111 XYZ AGENCY 6820 S HARL AVE
317840865 12-29-2014 12-01-2012 06-02-2016 01-01-2015 12-31-2015 81112201 11111111 XYZ AGENCY 6820 S HARL AVE
317936137 01-26-2015 12-01-2012 06-02-2016 43233405 11111111 XYZ AGENCY 6820 S HARL AVE
318068829 02-26-2015 ABC123456DEF 10-30-2014 12-31-9999 03-01-2015 11-29-2015 43232112 11111111 XYZ AGENCY 6820 S HARL AVE
318067669 02-26-2015 12-01-2012 06-02-2016 43232304 11111111 XYZ AGENCY 6820 S HARL AVE
318087173 03-03-2015 01E00000 8888888 04-01-2014 03-31-2017 03-03-2015 43231513 11111111 XYZ AGENCY 6820 S HARL AVE
318087173 03-03-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43233004 11111111 XYZ AGENCY 6820 S HARL AVE
318087173 03-03-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43231513 11111111 XYZ AGENCY 6820 S HARL AVE
318103688 03-06-2015 ABC123456DEF 10-30-2014 12-31-9999 03-30-2015 11-29-2015 43232112 11111111 XYZ AGENCY 6820 S HARL AVE
318146273 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 03-17-2015 43233204 11111111 XYZ AGENCY 6820 S HARL AVE
318146325 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232304 11111111 XYZ AGENCY 6820 S HARL AVE
318146325 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232901 11111111 XYZ AGENCY 6820 S HARL AVE
318146325 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43233004 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43231507 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232402 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232402 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43231513 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232915 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232915 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232703 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232901 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43233004 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232402 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232304 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232304 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232402 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232402 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43233004 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43231507 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232915 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43231507 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43231507 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43231507 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43233004 11111111 XYZ AGENCY 6820 S HARL AVE
318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43233004 11111111 XYZ AGENCY 6820 S HARL AVEPage 191 of 432
Software Detail Data
For Period: 01-01-2015 thru 11-24-2015
Shipping City Shipping State /
Province
Shipping
Postal Code
Shipping
Country
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 US
TEMPE AZ 85283-1234 USPage 192 of 432
Software Renewal Report
For Period: 01-01-2015 thru 11-24-2015
Operations Center Account
Number
Account Name Enrollment
Number
Pool Id Coverage Start
Date
Coverage End
Date
Invoice Number Transaction
Type
Invoice Date Order Number Line Item
No
Manufacturer
North America (SAP)11111111 PUBLIC SECTOR CLIENT 11-18-2014 11-17-2015 1100392483 Invoice 10-30-2014 317611477 10 Symantec
North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-31-2014 10-30-2015 1100386784 Invoice 09-22-2014 317611477 10 Symantec
North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-07-2014 10-06-2015 1100386784 Invoice 09-22-2014 317611477 20 Symantec
North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-07-2015 10-30-2015 1100386784 Invoice 09-22-2014 317611477 30 Symantec
North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-07-2014 10-06-2015 1100386784 Invoice 09-22-2014 317611477 40 Symantec
North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-07-2015 10-30-2015 1100386784 Invoice 09-22-2014 317611477 50 Symantec
North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-07-2014 10-06-2015 1100386784 Invoice 09-22-2014 317611477 60 Symantec
North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-07-2015 10-30-2015 1100386784 Invoice 09-22-2014 317611477 70 Symantec
North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-10-2014 10-09-2015 1100381246 Invoice 08-14-2014 317312775 10 Symantec
North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-10-2014 10-09-2015 1100381246 Invoice 08-14-2014 317312775 20 Symantec
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-22876 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 10 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23230 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 20 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23246 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 30 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23246 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 40 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23246 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 50 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23246 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 60 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23246 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 70 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-22878 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 80 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-22876 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 90 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23230 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 100 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23230 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 110 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-22876 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 120 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-22876 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 130 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23230 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 140 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23230 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 150 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-22878 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 160 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23230 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 170 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-22876 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 180 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-22878 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 190 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23230 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 200 Adobe Systems
North America (SAP)11111111 PUBLIC SECTOR CLIENT 02-13-2014 02-27-2015 1100358416 Invoice 03-07-2014 316688842 20 NetMotion Wireless
North America (SAP)11111111 PUBLIC SECTOR CLIENT 3333333 SP-14794 05-01-2014 04-30-2015 1100355120 Invoice 02-11-2014 316592957 10 IBM
North America (SAP)11111111 PUBLIC SECTOR CLIENT 3333333 SP-14794 05-01-2014 04-30-2015 1100355120 Invoice 02-11-2014 316592957 20 IBM
North America (SAP)11111111 PUBLIC SECTOR CLIENT 3333333 SP-14794 05-01-2014 04-30-2015 1100355120 Invoice 02-11-2014 316592957 30 IBM
North America (SAP)11111111 PUBLIC SECTOR CLIENT 3333333 SP-14794 05-01-2014 04-30-2015 1100355120 Invoice 02-11-2014 316592957 40 IBM
North America (SAP)11111111 PUBLIC SECTOR CLIENT 3333333 SP-14794 05-01-2014 04-30-2015 1100355120 Invoice 02-11-2014 316592957 50 IBM
North America (SAP)11111111 PUBLIC SECTOR CLIENT 3333333 SP-14794 05-01-2014 04-30-2015 1100355120 Invoice 02-11-2014 316592957 60 IBMPage 193 of 432
Software Renewal Report
For Period: 01-01-2015 thru 11-24-2015
Manufacturer Part ID Material Description PO Number PO Release
No.
Unit Price Invoiced
Quantity
Tax PST/QST GST/HST Extended Price Currency Exch Rate
0E7IOZZ0-ER1GH GOV ENDPT PROTEC 12.1 P-U RNWL ESS 12M H PO6929 0.00 250.00 0.00 0.00 0.00 0.00 USD 1.00
0E7IOZZ0-ER1GH GOV ENDPT PROTEC 12.1 P-U RNWL ESS 12M H PO6867 0.00 156.00 0.00 0.00 0.00 0.00 USD 1.00
0E7IOZZ0-ER1GH GOV ENDPT PROTEC 12.1 P-U RNWL ESS 12M H PO6867 0.00 1,394.00 0.00 0.00 0.00 0.00 USD 1.00
0E7IOZZ0-ER1GH GOV ENDPT PROTEC 12.1 P-U RNWL ESS 12M H PO6867 0.00 1,394.00 0.00 0.00 0.00 0.00 USD 1.00
FDYTOZZ0-ER1GS GOV PROT F SHAREPT SVR 6-EXT ACS LIC RNW PO6867 0.00 3.00 0.00 0.00 0.00 0.00 USD 1.00
FDYTOZZ0-ER1GS GOV PROT F SHAREPT SVR 6-EXT ACS LIC RNW PO6867 0.00 3.00 0.00 0.00 0.00 0.00 USD 1.00
1ZB3OZZ0-ER1GH GOV PROT F SHAREPT SVR 6-P U RNWL ESS 12 PO6867 0.00 1,394.00 0.00 0.00 0.00 0.00 USD 1.00
1ZB3OZZ0-ER1GH GOV PROT F SHAREPT SVR 6-P U RNWL ESS 12 PO6867 0.00 1,394.00 0.00 0.00 0.00 0.00 USD 1.00
R80QOZZ0-ER1GH SYMANTEC SYMC PROTECTION ENG FOR CLOUD S PO6804 0.00 280.00 0.00 0.00 0.00 0.00 USD 1.00
10W1OZZ0-ER1GS SYMAN PROT ENGINE FOR CLOUD 7.5 P RNWL 1 PO6804 0.00 3.00 0.00 0.00 0.00 0.00 USD 1.00
65232097AC02A00 ADOBE CLPG 5.X CAPTIVATE 8 MLP LVL 2 PO6784 0.00 3.00 0.00 0.00 0.00 0.00 USD 1.00
65181994AC02A12 ADOBE CLPG 5.X CAPTIVATE MLP IMPROVED UP PO6784 0.00 3.00 0.00 0.00 0.00 0.00 USD 1.00
65181983AC02A12 ADOBE CLPG 5.X CAPTIVATE MLP IMPROVED UP PO6784 0.00 11.00 0.00 0.00 0.00 0.00 USD 1.00
65194053AC02A12 ADOBE CLPG 5.X PHOTOSHOP ELEM MLP RNW 1Y PO6784 0.00 11.00 0.00 0.00 0.00 0.00 USD 1.00
65181975AC02A12 ADOBE CLPG 5.X ROBOHELP OFFICE MP IMPROV PO6784 0.00 2.00 0.00 0.00 0.00 0.00 USD 1.00
65197225AC02A12 ADOBE CLPG 5.X ACROBAT STD MP RNW 1YR-12 PO6784 0.00 50.00 0.00 0.00 0.00 0.00 USD 1.00
65196283AC02A12 ADOBE CLPG 5.X ACROBAT PRO MLP RNW 1YR-1 PO6784 0.00 34.00 0.00 0.00 0.00 0.00 USD 1.00
65197173AC02A00 ADOBE CLPG 5.X ACROBAT STD 11 MP UPG 50P PO6784 0.00 3.00 0.00 0.00 0.00 0.00 USD 1.00
65197414AC02A00 ADOBE CLPG 5.X ACROBAT STD 11 MP LIC LVL PO6784 0.00 16.00 0.00 0.00 0.00 0.00 USD 1.00
65197557AC02A12 ADOBE CLPG 5.X ACROBAT STD MP UPG PLAN F PO6784 0.00 4.00 0.00 0.00 0.00 0.00 USD 1.00
65197005AC02A12 ADOBE CLPG 5.X ACROBAT STD MP UPG PLAN 1 PO6784 0.00 16.00 0.00 0.00 0.00 0.00 USD 1.00
65195750AC02A00 ADOBE CLPG 5.X ACROBAT PRO 11 MLP 100PK PO6784 0.00 1.00 0.00 0.00 0.00 0.00 USD 1.00
65195512AC02A00 ADOBE CLPG 5.X ACROBAT PRO 11 MLP LIC LV PO6784 0.00 33.00 0.00 0.00 0.00 0.00 USD 1.00
65195978AC02A12 ADOBE CLPG 5.X ACROBAT PRO MLP UPG PLAN PO6784 0.00 1.00 0.00 0.00 0.00 0.00 USD 1.00
65196377AC02A12 ADOBE CLPG 5.X ACROBAT PRO MLP UPG PLAN PO6784 0.00 33.00 0.00 0.00 0.00 0.00 USD 1.00
65230902AC02A00 ADOBE CLPG 5.X COLDFUSION STD 11 ALP UPG PO6784 0.00 1.00 0.00 0.00 0.00 0.00 USD 1.00
65222622AC02A12 ADOBE CLPG 5.X COLDFUSION STD ALP UPG PL PO6784 0.00 1.00 0.00 0.00 0.00 0.00 USD 1.00
65197080AC02A00 ADOBE CLPG 5.X ACROBAT STD 11 MP 50PK LV PO6784 0.00 1.00 0.00 0.00 0.00 0.00 USD 1.00
65225285AC02A00 ADOBE CLPG 5.X PREMIERE ELEM 12 MLP LICU PO6784 0.00 4.00 0.00 0.00 0.00 0.00 USD 1.00
65193872AC02A12 ADOBE CLPG 5.X PREMIERE ELEM MLP UPG PLA PO6784 0.00 4.00 0.00 0.00 0.00 0.00 USD 1.00
090NMPRMMNT1 NETMOTION MOBILITY XE MP PREMIUM SW MNT PO6493 0.00 1.00 0.00 0.00 0.00 0.00 USD 1.00
E060KLL IBM COGNOS BUSINESS INTELLIGENCE NON PRO PO1204 0.00 200.00 0.00 0.00 0.00 0.00 USD 1.00
E060QLL IBM COGNOS BUSINESS INTELLIGENCE ADMINIS PO1204 0.00 3.00 0.00 0.00 0.00 0.00 USD 1.00
E060TLL IBM COGNOS BUSINESS INTELLIGENCE PROFESS PO1204 0.00 1.00 0.00 0.00 0.00 0.00 USD 1.00
E060WLL IBM COGNOS BUSINESS INTELLIGENCE PROFESS PO1204 0.00 20.00 0.00 0.00 0.00 0.00 USD 1.00
E060ZLL IBM COGNOS BUSINESS INTELLIGENCE SW ADV PO1204 0.00 25.00 0.00 0.00 0.00 0.00 USD 1.00
E060ZLL IBM COGNOS BUSINESS INTELLIGENCE SW ADV PO1204 0.00 30.00 0.00 0.00 0.00 0.00 USD 1.00Page 194 of 432
Software License Contract Summary
For Period: 01-01-2015 thru 11-24-2015
Manufacturer Product Description Enrollment Number Vendor Master Pool Description Invoiced Quantity Total Sales Currency Points Total Points
Adobe Systems ADOBE CLPG 5.X ACROBAT PRO MLP RNW 1YR-1 4400000000 4444444444 CLPG L2 RENEWAL ANLPMT MO 1-3(12)182.00 0.00 USD 100.0 18,200.00
Adobe Systems ADOBE CLPG 5.X ACROBAT STD MP RNW 1YR-12 4400000000 4444444444 CLPG L2 RENEWAL ANLPMT MO 1-3(12)266.00 0.00 USD 70.0 18,620.00
Adobe Systems ADOBE CLPG 5.X CAPTIVATE MLP IMPROVED UP 4400000000 4444444444 CLPG L2 RENEWAL ANLPMT MO 1-3(12)14.00 0.00 USD 200.0 2,800.00
Adobe Systems ADOBE CLPG 5.X COLDFUSION STD ALP RNW 2 4400000000 4444444444 CLPG L2 RENEWAL ANLPMT MO 1-3(12)1.00 0.00 USD 375.0 375.00
Adobe Systems ADOBE CLPG 5.X PHOTOSHOP ELEM MLP RNW 1Y 4400000000 4444444444 CLPG L2 RENEWAL ANLPMT MO 1-3(12)11.00 0.00 USD 40.0 440.00
Adobe Systems ADOBE CLPG 5.X PREMIERE ELEM MLP RNW 1YR 4400000000 4444444444 CLPG L2 RENEWAL ANLPMT MO 1-3(12)4.00 0.00 USD 40.0 160.00
Adobe Systems ADOBE CLPG 5.X ROBOHELP OFFICE MP IMPROV 4400000000 4444444444 CLPG L2 RENEWAL ANLPMT MO 1-3(12)2.00 0.00 USD 200.0 400.00
IBM IBM COGNOS 8ENT PANNING TM1 CONTRIBUTOR 3333333 111111 PPA MAINTENANCE RENEWAL LVL-GOV (12MO)99.00 0.00 USD 2.08 205.92
IBM IBM COGNOS 8ENT PANNING TM1 MOD AUTH USE 3333333 111111 PPA MAINTENANCE RENEWAL LVL-GOV (12MO)7.00 0.00 USD 14.4 100.80
IBM IBM COGNOS ANALYTICS SVR PVU SW SNS RNW 3333333 111111 PPA MAINTENANCE RENEWAL LVL-GOV (12MO)280.00 0.00 USD 0.2 56.00
IBM IBM COGNOS EXECUTIVE VIEWER SVR PA ANNL 3333333 111111 PPA MAINTENANCE RENEWAL LVL-GOV (12MO)92.00 0.00 USD 0.89 81.88
IBM IBM COGNOS EXECUTIVE VIEWER SVR PVU ANNL 3333333 111111 PPA MAINTENANCE RENEWAL LVL-GOV (12MO)140.00 0.00 USD 0.1 14.00
IBM IBM ELA COGNOS 8ENT PANNING TM1 CONTRIBU 3333333 111111 PPA MAINTENANCE RENEWAL LVL-GOV (12MO)140.00 0.00 USD 0.1 14.00
Microsoft MS EA BING MAPS KNOWN USER MONTHLY SUB P 8888888 01E00000 CCDBW 8148991 MNTHLYSUB AT SIGNING 100.00 0.00 USD 0.0 0.00
Microsoft MS EA BINGS MAPS ENT PLATFORM MONTHLY SU 8888888 01E00000 CCDBW 8148991 MNTHLYSUB AT SIGNING 1.00 0.00 USD 0.0 0.00
Microsoft MS EA ECAL BRIDGE FOR OFFICE 365 LIC/SA 8888888 01E00000 CCDBW 8148991 LSA 2YRS REM 1.00 0.00 USD 0.0 0.00
Microsoft MS EA ENT CAL LIC/SA PLATFORM USER CAL W 8888888 01E00000 -260.00 0.00 USD
Microsoft MS EA ENT CAL LIC/SA PLATFORM USER CAL W 8888888 01E00000 CCDBW 8148991 TU YR1 305.00 0.00 USD 0.0 0.00
Microsoft MS EA ENT CAL SA PLATFORM USER CAL W/SVC 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 1,394.00 0.00 USD 0.0 0.00
Microsoft MS EA EXCHANGE ONLINE PLAN 1G SHRDSVR MO 8888888 01E00000 CCDBW 8148991 EXCHOLS PRO 10MO 300.00 0.00 USD 0.0 0.00
Microsoft MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR 8888888 01E00000 -185.00 0.00 USD
Microsoft MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR 8888888 01E00000 CCDBW 8148991 EXCH SUBS 12MO 215.00 0.00 USD 0.0 0.00
Microsoft MS EA EXCHANGE SERVER ENT SA ALL LANG 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 3.00 0.00 USD 0.0 0.00
Microsoft MS EA EXCHANGE SERVER SA ALL LANG 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 1.00 0.00 USD 0.0 0.00
Microsoft MS EA LYNC SERVER SA ALL LANG 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 1.00 0.00 USD 0.0 0.00
Microsoft MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 8888888 01E00000 -260.00 0.00 USD
Microsoft MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 8888888 01E00000 CCDBW 8148991 MNTHLYSUB AT SIGNING 1,394.00 0.00 USD 0.0 0.00
Microsoft MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 8888888 01E00000 CCDBW 8148991 O365 12MO 260.00 0.00 USD 0.0 0.00
Microsoft MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 8888888 01E00000 CCDBW 8148991 O365 PRO 10MO 45.00 0.00 USD 0.0 0.00
Microsoft MS EA OFFICE 365 PLAN G3 SHARED SERVER M 8888888 01E00000 CCDBW 8148991 O365 PRO 10MO 1.00 0.00 USD 0.0 0.00
Microsoft MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA 8888888 01E00000 -4.00 0.00 USD
Microsoft MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA 8888888 01E00000 CCDBW 8148991 TU YR1 4.00 0.00 USD 0.0 0.00
Microsoft MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 1,650.00 0.00 USD 0.0 0.00
Microsoft MS EA PROJECT 32 BIT WIN SA ALL LANG 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 100.00 0.00 USD 0.0 0.00
Microsoft MS EA PROJECT PRO 32 BIT WIN SA ALL LANG 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 67.00 0.00 USD 0.0 0.00
Microsoft MS EA PROJECT SERVER 32 BIT WIN SA ALL L 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 1.00 0.00 USD 0.0 0.00
Microsoft MS EA PROJECT SERVER 32 BIT WIN SA DEVIC 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 10.00 0.00 USD 0.0 0.00
Microsoft MS EA SHAREPOINT SERVER WNT SA ALL LANG 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 5.00 0.00 USD 0.0 0.00Page 195 of 432
Top Manufacturer Summary
For Period: 01-01-2015 thru 11-24-2015
Manufacturer Invoiced Quantity Total Sales Currency
Adobe Systems 514.00 32,736.69 USD
Apple 22.00 12,660.22 USD
Belkin Components 1.00 313.91 USD
IBM 758.00 80,558.59 USD
Inbit 1.00 3,392.87 USD
Microsoft 7,678.00 923,156.26 USD
NetMotion Wireless 1.00 13,846.70 USD
Nuance Communications 231.00 6,538.74 USD
SAP 1.00 357.97 USD
Symantec 3,766.00 32,707.95 USD
TechSmith 3.00 102.63 USD
VMware 3.00 372.99 USD
Page 196 of 432
Total Sales by Year and Month
For Period: 01-01-2015 thru 11-24-2015
Year Month Invoiced Quantity Total Sales Currency
2015 January 129.00 16,084.19 USD
2015 February 1.00 408.41 USD
2015 March 1,021.00 274,079.55 USD
2015 April 7,087.00 667,125.08 USD
2015 May 347.00 9,695.55 USD
2015 June 1.00 1,952.88 USD
2015 July 490.00 83,704.91 USD
2015 August 108.00 8,203.25 USD
2015 September 3,763.00 32,350.47 USD
2015 October 1.00 268.15 USD
2015 November 31.00 12,873.08 USD
Page 197 of 432
NEW ACCOUNT IMPLEMENTATION QUESTIONNAIRE
Table of Contents:
1. Account Information
2. Purchasing Organization
3. Contacts/Authorized Buyers
4. Procurement Information
5. Freight Information
6. Return Merchandise Authorizations
7. Finance Information
8. Insight.com
9. eCommerce Solutions
10. Client Reports
11. Volume License Agreements
12. License Proofs
13. Additional Information
Page 198 of 432
1 | P a g e
1- Account Information
Account Name:
Date Completed:
Form Completed by:
Phone Number:
E-mail Address:
Who is your Parent
Company?
How many PC’s do you
have?
Do you have any
subsidiaries?
Yes – please provide a list with names and locations
No
1.
Is this client reselling to a
public sector entity? (Defined
as a government or education
entitiy that recevies
government funding.)
Yes
No, please see next question
2.
Will the invoices for this cleint
be funded by a public sector
entity?
Yes
No, please see next question
3.
Is this account going to be
used to support a government
prime contract?
Yes
No, please see next question
4.
Is this client currently an
enterprise client or being
handled by an enterprise Client
Solutions Executive?
Yes
No
5.
Does or will this client have an
EA that will be tied in
Sybase/CMD?
Yes
No
6. Will the client be linked to a
global managed hierarchy?
Yes
No
7. Is this a Microsoft SPLA
purchasing client?
Yes
No
Page 199 of 432
2 | P a g e
2- Purchasing Organization
Please describe your procurement process:
1.
Do all locations follow the
same rules/methods for
purchasing software or does
each site have their own
methods for purchasing?
Yes, Purchasing is centralized thru one location
No, Purchasing is not centralized
If you have a decentralized purchasing dept, please
provide the contacts at your alternate sites so Insight
can contact them to conduct an independent account
take on
3.
Approximately how many
orders will be processed
daily?
4. Will the client utilize a
procurement contract?
Yes
No
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Page 200 of 432
3 | P a g e
3- Contacts/Authorized Buyers
Please list all main contacts here for your site. Indicate if any are Authorized Buyers:
An authorized buyer is defined as the only contact that Insight can process an
order from.
Contact
Name
Title Authorized
Buyer
Phone/Fax# Email
Yes
No
P.
F.
Yes
No
P.
F.
Yes
No
P.
F.
Yes
No
P.
F.
Yes
No
P.
F.
Yes
No
P.
F.
Back to Top
Page 201 of 432
4 | P a g e
4- Procurement Information
1. What is your main Shipping
Address?
1a.
Are there any other addresses,
which will be used for shipping
purposes?
Yes
No
Will provide later
If yes, please provide in the Additional
Information Field located at the end of this
questionnaire
2. What are your invoicing addresses?
3. What is your standard method of
payment?
Purchase Order
Credit/Procurement Card
3a.
Please provide a sample of what
the Purchase Order Number will
appear
3b.
If using a Pro Card, please specify
the type of card (AMEX, VISA,
MASTER) and any information
which we must capture for the Pro
Card (Amex 4x40 field)
4.
How will orders be placed with
Insight ?
Please check all that apply:
Web
Phone
Fax
E-mail
5.
Do you require specific reporting
fields?
INSIGHT offers Smarttracker fields in
our ordering system, which will allow
INSIGHT to capture additional data as
required by your company. This field is
not used to capture a Purchase Order,
but can be utilized to capture
information such as a Dept Number or a
Cost Center. By utilizing this field,
INSIGHT can provide you with reports
based on this data.
Yes No
Will provide later
5a. Will this field be mandatory or
optional?
Mandatory
Optional
5b. What should this field be named?
Examples include: Cost Center, Dept #
5c.
What character length is required?
The maximum characters allowed are
20. Please provide an example of what
this field will look like.
5d Is this required at the Header Level
or the Item Level
Header
Item Level
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Page 202 of 432
5 | P a g e
5- Freight Information
1. Please indicate your standard
shipping method.
UPS Ground
UPS 2nd Day
UPS Overnight Delivery
6- Return Merchandise Authorizations*
1.
Who is authorized to process a
request for a return
merchandise authorization?
2. Are there any limitations to
Insight processing a reorder?
* Returns are subject to Manufactuer/Publisher Guidelines
Page 203 of 432
6 | P a g e
7- Finance Information
1.
Please provide a contact in your
Accounts Payables Dept for
invoice reconciliation
Name:
Phone:
Fax:
E-mail:
Will provide later
2.
Do any locations have Tax
Exempt Status? Any location which
is tax exempt must submit a current
tax exempt certificate, otherwise
these site will be charged any
applicable taxes
Yes
No
Will provide later
3.
Are you interested in Monthly
Billing*?
Monthly Billing is only available to
those who meet INSIGHT eligibility
requirements.
Yes
No
4. What Payment Terms are your
Purchase Orders issued in?
Net 30
Other. Please Specify:
5. Credit Application Needed? Yes
No
Please note Insight Standard Terms are Net 30.
Insight cannot accept any non Net 30 Purchase Orders unless prior approval has been granted.
Back to Top
Page 204 of 432
7 | P a g e
8- IPS.Insight.com
What is IPS.Insight.com? It is a customized electronic website offered to our clients at
no additional charge. IPS.Insight.com is a robust, end-to-end, online procurement tool
designed to help our clients efficiently acquire and manage their software assets. This
website is interfaced directly with contract information maintained in Insight order
management infrastructure, allowing user access to Client -specific pricing catalogs.
IPS.Insight.com features live ordering, order confirmations, order status, UPS/FedEx
Tracking, Purchase Activity Reporting, and electronic invoices.
1.
Would you like a customized
Insight.com Website created for
your company user?
Yes
No. If no, proceed to the next section.
2. Will you be using Insight.com
for order placement?
Yes
No Proceed to Question #3
2a.
Will you be using Insight.com to
process your purchase
orders/credit card orders?
Purchase Order
Credit Card
2b.
If using a credit card, please
specify what type of card you
will be using
American Express
Visa
Mastercard
3. Who should we send your EC
Registration Key to?
9- eCommerce Solutions:
1.
Will you be placing orders via or
any eCommerce solution?
We offer ARIBA, EDI and can work with
you on most other eCommerce solutions
Yes
No
2. If yes: Which solution does your
company prefer?
EDI
ARIBA
Other:
Page 205 of 432
8 | P a g e
10- Client Reports
Insight can provide you with the following reports via our electronic commerce website :
Standard Reports
Ad-Hoc
Report
Detail by
Account w/
Customer PO
Overall Sales
History
Purchase
Activity Detail
Report
Purchase
Summary by
Shipping
Purchase
Summary by
Account
Top
Manufacturer
Summary
Open Order
Report
Invoice
Summary
Product Totals
by Account &
Shipping
Location
Software
License
Contract
Summary
Location Software
Detail Data
Total Sales By
Year and
Month
Purchase
Summary by
Items
Purchased
Invoiced
Orders
Product Totals
by
Manufacturer
Snapshot Purchase
Summary by
Manufacturer
Software
Summary by
Manufacturer
Name
Software
Renewal
Report
If you are Interested in receiving these reports, please indicate you wish to have a
customized website created for you. By using Insight.com to obtain purchase activity
reports, you will have access to this information 24 hours a day/7days a week. If you wish
Insight to generate reports for you and send to you on a scheduled basis, please place a
check box underneath each report you would like to receive.
Back to Top
Page 206 of 432
9 | P a g e
11- Volume License Agreements
12- License Proofs
1.
Do you want to receive License Proofs?
License proofs are certificates sent by Insight
which serve as proof of ownership when a
license product is ordered
Yes
No
1.
Should they be sent to End users or a
single contact*?
Yes - Send to End Users
No – Send to the following
contact person:
Back To Top
1.
Do you have Volume License
Agreements which you will transfer to
Insight?
Yes
No
If yes, please provide details
2.
Do you have any other contracts or
service agreements which you will
transfer to Insight?
Yes
No
If yes, please provide details
3.
Do they require Insight to manage
maintenance, renewal, or warranty
information for prior purchases?
Yes
No
4.
Are all locations (domestic &
international) eligible to purchase off
these license agreements?
Yes
No
5.
Would you like to have a letter of
agency?
A letter of agency is letter, which Insight will
provide any vendor to show that you have
chosen to Insight as your procurement agent.
Yes
No
If you indicate yes, a template will be
sent to you. Please complete on company
letterhead and send via fax to number
given by Account Representative.
Page 207 of 432
10 | P a g e
13- Additional Information
Please provide any additional information you feel is important for Insight to know to
manage your account & process your orders.
Page 208 of 432
Insight RFP Response
NASPO VALUEPOINT ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Additional Documentation: 2.0 Website 1
2.0 Per Section 3.1.3, the SVAR shall Develop and Maintain Website. Describe the website to be
established for a state. Address that website’s functionalities or special features. You may
supplement this response with illustrative screen prints (no more than 10) from one of your company’s
existing websites. Taking into account the requirements of Section 3.1.3, address at a minimum:
This document serves to supplement the details provid ed in Attachment B of our response by
providing an explanation and screenshots.
2.1 Home page appearance and information;
Website Homepage
Displayed is the homepage that comes standard on all ips.insight.com e-procurement management portal
accounts. Through the Account Tools bar on the side, users have quick access to the tools available through
the portal. The homepage can be customized to display a Purchasing State’s or Entity’s logo, etc. and the
text can be modified as well.
Page 209 of 432
Insight RFP Response
NASPO VALUEPOINT ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Additional Documentation: 2.0 Website 2
2.3 Product catalog (include searchable fields, products to be included, how license
information
Consolidated License Agreement View Screen
Information about all of a client’s volume license agreements, as well as the programs that pertain
to them, is always available. Insight's online 'My Software License Agreements' functionality helps
ensure contract-approved buying. End users can view, shop and browse products under each
license agreement. Pricing defaults to best price and defaults can be set to avoid off -contract
purchasing.
Page 210 of 432
Insight RFP Response
NASPO VALUEPOINT ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Additional Documentation: 2.0 Website 3
2.3 Product catalog (include searchable fields, products to be included, how license
information
Product Search Function Screen
Ips.insight.com provides users with the ability to simply search on a keyword or to use the
advanced search functionality for more specific search parameters. Product search is one of the
most important functions on ips.insight.com. The catalog can be customized to include only
contract-approved software products and maintenance options. The website can provide all of
the required contract and ordering information listed in 3.1.3.3.2 of the SOW.
Page 211 of 432
Insight RFP Response
NASPO VALUEPOINT ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Additional Documentation: 2.0 Website 4
2.3 Product catalog (include searchable fields, products to be included, how license
information
Advanced Product Search Screen
When the user has more specific search parameters in mind, the Advanced Search provides fields for
specifying further detail. Fields are available for one or more keywords and a p rice range. A drop-
down is available to select a specific category. When a category is chosen, the sub-categories
available for that category are displayed for selection. Advanced Search also provides a drop-down
menu for selecting a specific manufacturer.
Page 212 of 432
Insight RFP Response
NASPO VALUEPOINT ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Additional Documentation: 2.0 Website 5
2.3 Product catalog (include searchable fields, products to be included, how license
information
Product Compare Screen
The user also has the ability to compare up to ten (10) products. Products can be selected by
clicking on the check-box for that product. The products selected can be compared immediately as
they are added to the compare list, or just added to the list for comparison after other products are
selected. Individual products or all products can also be removed from the compare list with a click
of a button. When the compare button is clicked, the selected products are displayed side -by-side,
comparing such elements as price, stock status, and manufacturer, along with more specific
environmental, connectivity, warranty and other relevant characteristics.
Page 213 of 432
Insight RFP Response
NASPO VALUEPOINT ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Additional Documentation: 2.0 Website 6
2.3 Product catalog (include searchable fields, products to be included, how license
information
Price Search by Contract
During the product search process, users will have the ability to see pricing for any contract that is
tagged to their user account in Insight’s ERP System. This feature can be customized to show only
NASPO ValuePoint SVAR contract pricing.
Page 214 of 432
Insight RFP Response
NASPO VALUEPOINT ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Additional Documentation: 2.0 Website 7
2.3 Product catalog (include searchable fields, products to be included, how license
information
Shopping Cart Screen
Upon adding products to a shopping cart, users will have the option to either continue shopping,
checkout (if their permissions allow it), or save the cart as a quote. Users can still make changes to
quantities on the shopping cart checkout screen by edit ing the Quantity amount. Insight has added
personalized purchasing tools to create time savings and decrease order time. Users can save the
cart contents for further orders or save the cart as an order template.
Page 215 of 432
Insight RFP Response
NASPO VALUEPOINT ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Additional Documentation: 2.0 Website 8
2.3 Product catalog (include searchable fields, products to be included, how license
information
Ship, Bill & Pay Function
Checking out on ips.insight.com can be as standardized or customized as a client wants it to
be. Both Shipping and Billing information can be stored in the system as standard,
reoccurring information or new information can be entered. The privacy and security features
the portal includes allow users to securely store and maintain procurement card information.
Page 216 of 432
Insight RFP Response
NASPO VALUEPOINT ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Additional Documentation: 2.0 Website 9
2.3 Product catalog (include searchable fields, products to be included, how license
information
Reporting Function
Ips.insight.com makes reporting quick and easy, giving client’s greater visibility into their IT spend. The
reporting tool cab be accessed directly from the Homepage. Standard, Ad Hoc, and Custom Reporting can
be run via the reporting tool. Insight’s customized reports allow users to select the data fields and the date
filter, and then quickly run the report for immediate review. Users can also save the ad hoc report as a
template to run each month or as needed without recreating a new report. For special reporting needs, the
client’s dedicated Account Executive can work with you to create the report you need and we’ll post the
report to your ips.insight.com Custom welcome page for availability according to user permissions.
Page 217 of 432
Insight RFP Response
NASPO VALUEPOINT ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Additional Documentation: 2.0 Website 10
Ips.insight.com – A Website You Can Depend On
Ips.insight.com went live in 1995 and currently we have approximately 14,000 active U.S.
web clients.
12,000 visitors per day with over 26,000 orders placed monthly.
Insight started B2B integrations in 1999.
250 Active EDI and eProcurement (B2B) integration clients/implementations.
Currently Insight has approximately 15 clients on the Oracle i-Procurement tool (globally).
Our dedicated eServices team has skilled specialists who have working knowledge in
several procurement systems.
A dedicated Project Manager will be assigned to work side by side with you to ensure a
smooth and successful integration.
Page 218 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment B: Methodology i
ATTACHMENT B TABLE OF CONTENTS
ATTACHMENT B: RESPONSE TO SCOPE OF WORK – METHODOLOGY....................................................... 1
1. Offeror shall describe its overall approach to providing solicited services. .......................... 1
2. Per Section 3.1.3, the SVAR shall develop and maintain website.. .................................... 2
2.1 Home page appearance and information ................................................................................... 2
2.2 Online tutorials ..................................................................................................................... 2
2.3 Product catalog ..................................................................................................................... 3
2.4 Links’ ................................................................................................................................... 4
2.5 Downloadable standard reports. Include: ................................................................................. 5
2.6 How website is monitored, kept current and accurate ................................................................ 6
3. Describe your company’s method for tracking software licenses. ...................................... 7
3.1 The standard sort-able data fields established for these records. ................................................. 8
3.2 The information tracked on behalf of Participating States. .......................................................... 8
3.3 How reminders of significant dates or volume plateaus are triggered.. ......................................... 8
4. Describe your company’s method of ensuring a Participating State receives documentation of
proof of licenses that can be provided to requestors .................................................................. 9
4.1 Describe process for providing Proof of License to a buyer. Provide a sample. ............................... 9
4.2 Explain method of retaining back-up copies of Proof of License. .................................................. 9
4.3 Describe how your Company partners with a State to demonstrate accuracy of licensing information
to a publisher (aka a “True Up”). .................................................................................................. 9
5. Reports .................................................................................................................... 10
5.1 Describe standard reports which can be generated for a State. Provide Samples.. ........................ 10
5.2 Describe on-line, real time, reporting capabilities using established state website reports: ............ 10
5.3 Address whether your Company is able to provide “Custom Reports” as an optional service to
Participating States, should State determine to utilize this service? ................................................. 10
6. Decribe how your company works with a State and publisher to maximize the State’s value
in obtaining products and services under this contract. ............................................................. 10
6.1 Working with a State and a publisher to assist the State in managing their volume or enterprise
license agreements ................................................................................................................... 10
6.2 Working with a State and publisher to maximize the leverage created by the total sales volume from
a State and its cooperative partners to ensure best value to all State’s. ........................................... 11
6.3 Working with a publisher to maximize the leverage created by the total sales volume overall
resulting from this contract. ....................................................................................................... 12
6.4 Working with State and publisher to obtain the best quote on a high volume purchase................. 12
6.5 Hyour Company uses historical purchase information to provide targeted assistance.................... 13
6.6 How maintenance support is to be made available. .................................................................. 13
6.7 Describe how training regarding the installation of products and use of products will be made
available and how to obtain best value from it. ............................................................................. 14
7. A significant aspet of this service is to be Value-Added Services...................................... 14
7.1 Describe how your company handles the complexities related to enterprise license agreements .... 14
7.2 Describe how your company handles transitioning a group of customers .................................... 15
7.3 Describe the training available regarding the use of this contract and how to obtain best value from
it, other than on-line tutorials. .................................................................................................... 16
7.4 Explain what unique Value-Added services your Company will make available under a resultant
contract. State whether they are to be provided at no cost. If there are costs, identify these costs on the
applicable Pricing Sheet in the Cost Section. ................................................................................. 17
8. Explain how your company will: .................................................................................. 18
8.1 Retain publisher certification levels and improve on them. ........................................................ 18
8.2 Work to reduce costs to obtain publisher products? ................................................................. 19
8.3 How does your Company respond to customer complaints and service issues? ............................ 20
8.4 What is your Company’s escalation process? ........................................................................... 21
9. Problem Resolution ................................................................................................... 21
10. Products Return Process ............................................................................................ 22
11. SVAR Performance. ................................................................................................... 23
Page 219 of 432
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NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment B: Methodology 1
Attachment B: Response to Scope of Work – Methodology
1. Offeror shall describe its overall approach to providing solicited services. Include how Offeror
plans to meet or exceed requirements of the Scope of Work and Terms and Conditions.
Insight Response: Insight has carefully read the Scope of Work provided in the RFP and
we are confident in our ability to exceed the requirements. Insight approaches opportunities
to provide solicited services by assigning teams of specialists whose experience and
knowledge of government contracts allow them to develop complete solutions to support
the entire lifespan of your IT assets.
We understand that operational functionality is a critical component to the success of
contracts for any organization similar to NASPO ValuePoint. As a result, we have created
back office teams dedicated to each aspect of public sector contracts, including—but not
limited to—compliance, credit, invoicing, procurement and publisher paperwork.
As Insight Public Sector is entirely focused on providing IT solutions to public sector clients,
we have the resources, processes, and flexibility to provide all levels of government and
education clients with equal benefits and attention. We leverage the same tools and cost-
saving techniques that utilize economies of scale, which allows us to provide consistent
levels of service to large and small participants alike. Furthermore, we understand that
budgets represent taxpayer money, and that the responsibilities of procurement and
respecting publisher compliancy rules are more heavily weighted as a public sector
participant than in a commercial environment. Insight’s compliance team assures you meet
these commitments.
Experience has taught us that certain segments of our public sector client base require
specialized procurement options. Our approach is to ensure that each client receives the
individual attention they need; as a result, Insight has divided our resources into vertical
segments to match each client (e.g., state, local, and education). This organizational
structure ensures each vertical receives maximum support from Insight Public Sector
(“IPS”) resources who understand the specific needs of each vertical.
Insight utilizes eCommerce tools to help our clients reduce cost, increase operational
efficiency, eliminate errors, and control rogue purchases. Tools such as our web portal,
built-in workflow, on-demand reporting, and license proofs provide equal service levels and
cost-saving opportunities regardless of the size of the contract participant, as all of our tools
are scalable to size. Our eCommerce solutions provide an easy and effective way for us to
keep our clients up-to-date with technological changes.
Although operational functionality and eCommerce are critical components of our approach
to providing solicited services, the most important component of Insight’s overall approach
to this contract is our people. We are proud of the depth of experience and knowledge we
make available to Participating States (“States”) and Purchasing Entities (“Entities”) through
our account teams. Each employee at Insight either supports clients directly, or supports
someone else who does; we are all equally committed to your satisfaction and success.
Page 220 of 432
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NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment B: Methodology 2
2. Per Section 3.1.3, the SVAR shall Develop and Maintain Website. Describe the website to be
established for a state. Address that website’s functionalities or special features. You may
supplement this response with illustrative screen prints (no more than 10) from one of your
company’s existing websites. Taking into account the requirements of Section 3.1.3, address
at a minimum:
Insight Response: Insight confirms that we are able to perform all of the requirements listed in
the SOW, section 3.1.3. Within two weeks of executing the Participating Addendum, Insight’s
eCommerce team will set up a customizable web portal that provides both purchasing flexibility
and unique self-management tools to help a State or Entity manage its IT purchasing process.
Insight’s user-friendly eCommerce solution is available at no cost through the Internet and does
not require the purchase of any additional software or licenses. Insight follows guidelines for
accessibility so that our website meets or exceeds the minimum criteria for ADA (Americans with
Disabilities Act) and Section 508 compliance. Refer to Additional Documentation- 2.0 Website for
screenshots of the web portal.
2.1 Home page appearance and information
Insight Response: Each State or Entity will have the ability to customize their ips.insight.com
landing page to meet the specific needs of their end user communities. The tools listed below
represent some options that are made available to authorized administrators:
Web End-to-End Standards
Account Team Information (including
escalation path)
Contract Numbers (MA and PA)
Customer Information (e.g. copy of
signed PA, VLAs, etc.)
Ordering Instructions
Account Tools
Announcements/ Notifications
Order Tracking / History
Invoice History
Quote History
Saved Carts / Order Templates
Product Center
Product Compare
Authorized administrators can easily customize the appearance of the
landing page to meet the requirements of State Governance.
Administrators can grant permission to multiple levels of users
including procurement officers with wide access, end users with
limited purchasing rights, and end users who only have viewing
rights. The landing page can trigger online workflow to multiple
levels of approvals.
Upon request from the State or Entity, Insight can post pertinent publisher notifications and other
industry information on the landing pages. Through Insight’s Subscription Center, the State or
Entity can opt-in to receive free updates via email on the latest in technology products, services,
and business solutions, including industry best practices, topics, and trends.
2.2 Online tutorials
Insight Response: Insight provides free training on our procurement web portal. Training
ensures an understanding of the portal’s features, ease of use, and how to take advantage of
custom product catalogs. This training also teaches administrators how to deploy workflow
administration tools, should that functionality be requested. Details on the training provided by
the Insight team is outlined below.
Training and Assistance: The dedicated website contains a “Portal User Guide” that can be stored
for 24x7 reference by authorized users; however, ips.insight.com is user friendly and allows for
quick and easy access and use, requiring little or no training.
Insight has won awards for
‘Best Place to Purchase
Online’ from Computer
Shopper, PC/Computing and
Internet Shopper.
Page 221 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment B: Methodology 3
Website Training: Insight’s eCommerce specialists provide free training on how to take advantage
of the customized website and software catalog through both live demonstrations and web-based
training that focuses on the features that will help the organization’s staff maximize the benefits of
their web experience. Live demonstrations can be recorded and a link to the recording can be
posted to the customized landing page for continuous reference. Insight’s team of web support
specialists can be contacted to provide help over the phone or through email. Access is available
directly from the ips.insight.com site.
2.3 Product catalog (include searchable fields, products to be included, how license
information is provided)
Insight Response:
Custom Catalog: Insight’s online portal allows each State or Entity
to have a catalog customized to specific requirements and guidelines.
The ips.insight.com product catalog has full capability of being used
as a “Punch Out” to an individual State’s or Entity’s Electronic
Purchasing System.
Advanced Search Function: Ips.insight.com boasts a robust
advanced search functionality which enables users to search products
by more specific search parameters than with a simple keyword
search. Users have the ability to search the catalog according to the
parameters outlined in section 3.1.3.4 of the SOW, and more. Enhanced features include
Keyword Search; Advanced Search; Product Menus; Search Results and Product Compare
functionalities.
The online catalog is searchable by State or Entity their specific Volume License Agreements
(VLAs), software publishers, product names, OEM product numbers, and software descriptions.
Insight can modify the online category according to the user’s needs, and/or save users’ most
frequently ordered products for efficient repeat purchasing.
Products to be Included: Per the requirements in the SOW, Insight will create a custom catalog
which includes an expansive list of pre-approved Commercial Off-the-Shelf (COTS) software
products and software maintenance. Restrictions that have been mandated through the State or
Entity will be honored and all products will be available through both the online catalog, as well
as through Insight’s representatives, who can be reached by email or telephone.
Entities purchasing under one State will have access to the same current base version of the
product catalog. Insight can create a custom product catalog based on the following criteria or
any combination thereof:
Publisher
Category
SKU
Long Description
Price
Model Name
Short Description
Availability
Technical Product Specification
Insight understands that the custom catalog is only to display products authorized by NASPO
ValuePoint; we will not use this website to cross sell or cross advertise any other prod ucts or
services.
Product Compare: The user also has the ability to compare up to ten (10) products. Products
can be selected by clicking on the check-box for that product. When the compare button is
clicked, the selected products are displayed side-by-side, comparing such elements as price,
stock status, and manufacturer, along with more specific environmental, connectivity, warranty
and other relevant characteristics.
Achieve the following benefits with
Insight’s Custom Catalog features:
Enforce organization
software standards
Reduce maverick spending
Leverage buying power by
consolidating all purchasing
activities under “one roof”
Page 222 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment B: Methodology 4
Online Quoting & Ordering: Quotes can be created,
received and accessed online 24x7. The online portal
allows users to add items to a shopping cart, save the
items as a quote, print, update, empty, or purchase the
products later. All quotes created in the system can be
converted into a PO with a single mouse click. All
product prices displayed online will be the “not-to-
exceed” product price based on the contract rate and
real-time reseller cost. Our system notifies the user that
the quote has been successfully saved and sent to the
Account Executive. Purchasing Entities can track all
quotes by individual user and they can be easily viewed
by quote number. In the event of high dollar purchases, we have made it easy for the State or
Entity to reach out directly to the public sector sales teams for offline quoting support. Quote
assistance can be requested with the click of a mouse from the contract landing page on
ips.insight.com.
The shopping cart feature on ips.insight.com is easy to use and can be customized to me et the
needs of any organization to include allowing users to provide shipping instructions during the
checkout portion of the transaction. Authorized web administrators can allow users to develop
personal lists and profiles. For example, users can create frequently ordered product lists to save
search and order time or save carts for efficient repeat purchasing. Insight’s advanced encryption
technology - protects all information supplied on Insight’s website and allows users to securely
store credit card information at the individual user level.
Order Confirmation: Once you have placed items into your online cart, you will be invited to
check-out. After you have completed your purchase, Insight keeps you informed and up-to-date.
Our eProcurement portal provides a confirmation screen that immediately lets the user know an
order has been successfully placed. Insight is aware of the different expectations that accompany
hardware and software purchases, and so our confirmation methods are adapted to ensure you
receive the information that is most valuable to your organization based on your order type.
Each time you make a software purchase with Insight, the system will produce a confirmation of
your purchase. As there is no shippable product with most software licenses, this confirmation is
your receipt of purchase.
Online License Proofs: Insight provides Proof-of-Purchase certificates that list the licenses
owned by program name, manufacturer part number, enrollment number, invoice number,
purchase order number, purchase date, and quantity purchased. License Proofs can be requested
for any program to account for the software licenses that have been purchased and to reconcile
that number with the licenses deployed on desktops.
2.4 Links’
Insight Response: Links found on the landing page include the following information:
Company
Standards
Account
Team
Customer
Documents (if
requested)
My Software
License Agreements Reports Product
Center
Order Tracking
History
Invoice
History Quote History Product Compare Saved Carts/ Order Templates
“I use the portal on a regular basis to
check on my current order status and
shipping information. I also use the
portal to check on past quotes to do re-
orders of items that I frequently
purchase. This saves me time and I
really like that I can go to one place to
find all this information. The portal is
very easy to use and is beneficial for
my job as we do frequent purchases.”
- School District IT Services Director
Page 223 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment B: Methodology 5
2.5 Downloadable standard reports. Include:
Insight Response: Insight’s customized web portal allows for SIIA certified standard reports to
be downloaded online, on-demand, and in real time as a self-service or through the State or
Entity’s dedicated Account Team. Reports can be scheduled weekly, monthly, quarterly, etc. and
delivered through the web portal or email. The user’s ability to run reports is based on
permissions assigned to the user names. Only authorized
users within the State or Entity will be permitted to run
reports. Additionally, accounts are established so customers
associated with a local entity can only view and report
based on their accounts.
Any Insight report allows you to track and report on up to
57 standard “raw data” fields and up to 30 customizable
SmartTracker fields. SmartTracker is a feature in our
ordering system that provides custom tracking and
reporting on your software orders for analysis by any type of criteria. Easily allocate purchases to
specific cost centers, business units, departments, projects, and more.
States and Entities can select the data fields and the date filter, and then quickly run the report
for immediate review. Ad Hoc reports can be saved as a template to run each month or as
needed without recreating a new report. For special reporting needs, the Account Executive can
work with the State or Entity to create the reports needed and we will post the report to the
ips.insight.com custom welcome page for availability only by user permission(s). Reports can be
created by ordering location or all locations, restrict access to reporting by location, or extend
access to reporting on all locations.
Listed below are the twenty-one standard SIIA-certified Web reports that provide online real -time
access to purchase history, as far back as necessary, in both summary and detailed report
formats.
Standard Reports
Ad-Hoc
Report
Detail by
Account w/
Customer PO
Overall Sales
History
Purchase
Activity Detail
Report
Purchase
Summary by
Shipping
Purchase
Summary by
Account
Top
Manufacturer
Summary
Open Order
Report
Invoice
Summary
Product Totals by
Account &
Shipping
Location
Software
License
Contract
Summary
Location Software
Detail Data
Total Sales By
Year and
Month
Purchase
Summary by
Items
Purchased
Invoiced
Orders
Product Totals by
Manufacturer Snapshot
Purchase
Summary by
Manufacturer
Software
Summary by
Manufacturer
Name
Software
Renewal
Report
Reports can be run one time only or scheduled to run daily, weekly, monthly, quarterly, or annually, and are
available in Microsoft Excel or .CSV formats to manipulate or .pdf.
The Software & Information Industry
Association (SIIA) recognizes Insight as
meeting their strict criteria for accuracy
and completeness of our record keeping
processes. As a Premier Reseller, our
reports can be used to quickly evaluate
and claim license purchases during an
audit. Many of our competitors don’t have
this recognition.
Page 224 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment B: Methodology 6
2.5.1 How information is controlled and sorted (e.g. what information LSCA can
access);
Insight Response: Information is controlled and can be viewed according to the State or Entity. If
requested, Insight can set up the LSCA with access to consolidated reporting based on this information.
All information captured at time of purchase order has full reporting capabilities. Reporting is available
at the LSCA, State, or Entity level.
2.5.2 How state Procurement Officer can obtain purchasing profile for Users and
volume in State;
Insight Response: Through hierarchical reporting, authorized users can view any purchasing profile
or retrieve consolidated reporting on-demand. Access is controlled at the LSCA, state level, and
individual participant level by designated contract web administrators. Administrators can easily
manage access rights to reports by setting authorization and/or restriction levels at the User ID Level.
2.5.3 How an individual User can obtain only their information
Insight Response: The web administrator(s) for each State or Entity controls the type of access
available for each user. Specific purchasing accounts designate the information that can be
viewed or accessed for purchasing purposes.
2.6 How website is monitored, kept current and accurate
Insight Response:
Monitored: Access to our eCommerce site is protected using the Secure Sockets Layer protocol
with real-time encryption (SSL 3.0/TLS 1.0), the industry standard for security. As such, all
HTML, graphics, and submitted form information is encrypted, including passwords. Our d igital
certificates are registered with VeriSign, a trusted and recognized certificate authority. The online
account (catalog) can only be accessed with username/password or validated on pre-defined
customer-specific credentials (for integrated procurement solutions). Databases are protected by
strict firewall rules.
Figure 1 ips.insight.com Administrative Hierarchy
Page 225 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment B: Methodology 7
Kept Current: The Insight-hosted web ordering tool offers 24x7x365 availability except for
routine maintenance and upgrades. Scheduled downtime occurs the second Saturday of each
month, except for December in which there is no downtime.
We also have quarterly maintenance, which is the 3rd Saturday of each quarter. Insight’s
eCommerce team continuously collaborates with sales to ensure content/customizations are
updated and accurate per customer requirements. The team also provides on -going support once
the client’s portal is live.
Accurate: Insight runs both automated performance test scripts as well as automated functional
test scripts on a regular basis. The performance scripts ensure website changes do not negatively
impact performance as well as ensure we improve performance with our changes. Functional test
scripts examine all areas of the site to ensure website changes do not impact functionality.
3. Describe your Company’s method for tracking software licenses and ensuring that
Participating States receive timely notifications of renewals or are advised of volume
agreement opportunities or vulnerabilities, etc.
Insight Response:
Methodology for Tracking Licenses
For over 25 years Insight has served as a trusted software license consultant and provider. We
understand how important the tracking of licenses and renewals is in helping an organization control
costs and maintain compliance. We have developed a methodology that combines reporting
capabilities, tracking tools, and specialized teams to deliver a complete solution. Outlined below
are these offerings.
SIIA-Certified Reports: Insight’s reports are SIIA compliant and meet all requirements to
maintain our certification. Insight provides both standard and customized reports on 57 standard
data fields and up to 30 customizable SmartTracker fields, so users can customize data even
further—streamlining PO-to-invoice reconciliation. Easily allocate purchases to specific cost
centers, business units, departments, or projects. The Software & Information Industry
Association (SIIA) recognizes Insight as meeting their strict criteria for accuracy and
completeness of our record keeping processes. Our clients can be secure knowing that our
reports can be used to quickly evaluate and claim license purchases during an audit. Many of our
competitors do not share this recognition.
License Consulting Services: Your Insight Account Team works with you and our License and
Software Specialty Teams to derive a current and ongoing licensing strategy for your software
products based upon your software portfolio and your anticipated business needs. The goal is to
reduce ongoing software spend while maintaining compliance and adequately serving the needs of
your organization.
Timely Notifications of Renewals
Renewals Team: Insight’s Software Renewals Team is responsible for tracking software renewal
dates and providing comprehensive reporting to ensure that the State or Entity has time to prepare
for the renewal and any new agreement. Upcoming renewals will also be discussed by the account
team during Quarterly Business Reviews. The renewals team will work with both States and Entities
to provide renewal assistance and options for next steps.
Contract & Maintenance Services: Insight monitors our clients’ volume purchasing contracts
with software publishers and, on a quarterly basis, notifies them of any approaching expiration
dates to ensure they have time to prepare for renewals and new agreements. We use our database
of customer contracts to track milestones, or current standings, in relation to our clients’
commitments, and advise them on their options for staying compliant with any forecasts. We have
tools and processes in place that allow us to track expiring enrollments, as well as contractual and
Page 226 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment B: Methodology 8
transactional maintenance by expiration date to help our clients stay current and legal with their
software license and maintenance agreements.
Quarterly Business Reviews
During Insight quarterly business reviews with each client, renewals and upcoming maintenance
will be discussed to ensure that State or Entities do not miss any deadlines.
3.1 The standard sort-able data fields established for these records.
Insight Response: Any Insight report allows an authorized user to track and report on 57
standard data fields (listed in the table below) and up to 30 customizable SmartTracker fields—
streamlining PO-to-invoice reconciliation. SmartTracker is a feature in our ordering system that
provides custom tracking and reporting on your orders for analysis by any type of criteria. Easily
allocate purchases to specific cost centers, business units, departments, projects, affiliates and
more. Our summary reports provide you with consolidated reporting for goods and services
provided to your organization enterprise wide.
This is the standard information that is captured during the order checkout process. The
SmartTracker fields are alphanumeric fields that must be configured to be captured during the
checkout process.
Software Detail Data Fields Available
Operations
Center Account City Line Item No Version Product
Type
Sales
Amount
Master
Agreement
Number
Reporting
Parent ID
Account
State/Province Invoice Date Shipping
Country # of Users Currency Enrollment
Number
Reporting
Parent Name
Account Postal
Code Manufacturer Package
Count
Invoiced
Quantity
Date
Shipped
Enrollment Start
Date
Account No Account
Country
Manufacturer
Part ID
Package
Type
Invoiced
Currency
Customer
PO #
Enrollment End
Date
Account Name Contact Name Insight Part ID
Product
Category /
Sub
Category
Exchange
Rate
PO Release
No.
Maintenance
Start Date
Account
Address Contact Phone Product Title Language Unit Price Order
Number
Maintenance End
Date
Account
Attention Invoice Number Product
Description Media SRP Order Date UNSPSC Code
Shipping
Account No. Shipping Name Shipping
Attention
Shipping
Address
Shipping
Address 2
Shipping
City
Shipping State /
Province
Shipping Postal
Code Thirty SmartTracker Fields (for custom data)
3.2 The information tracked on behalf of Participating States.
Insight Response: The information above is available and can be tracked for all States.
3.3 How reminders of significant dates or volume plateaus are triggered. Include how your
Company, as a partner with the Participating State, communicates with the State to
ensure no deadlines are missed or opportunities unexplored.
Insight Response: Insight’s Software Renewal Team has close relationships with the publishers
and is focused on aiding clients with publisher renewals. This team helps our clients easily
maintain compliance with all licensing requirements with our software renewal process.
1. Insight gathers client renewals data from multiple sources and consolidates this data into one
central, well-managed source.
2. CRM tools and systems allow the Software Renewal Team to track and review renewal data and
combine software assets from multiple orders into co-term agreements.
Page 227 of 432
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NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment B: Methodology 9
3. This team also sends renewal notifications well in advance of the coverage ending date in order
to ensure clients have ample time to prepare for renewals.
4. Software Renewal Reports and client quotes of upcoming renewals are proactively provided by
the Insight Software Renewal Team.
5. On a quarterly basis, Insight Account Executives notify the client of any approaching expiration
dates to ensure they have time to prepare for renewals and new agreements.
Insight recommends clients take advantage of Quarterly Business Reviews as a platform to
continuously assess the business relationship between Insight and the client as well as present a
summary of the client’s purchasing activity over the past quarter. Findings from the Renewals
Team are presented to the client during this meeting.
4. Describe your Company’s method of ensuring a Participating State receives documentation of
Proof of License that can be provided to requestors (e.g. auditors, in response to FOIA
requests, etc.)
4.1 Describe process for providing Proof of License to a buyer. Provide a sample Proof of
License.
Insight Response: Insight clients have two options for obtaining Proof of Licenses. The first
option is to contact the client’s Insight sales team. When a software order is placed in Insight’s
ERP system, not only does a Proof of License get sent to the buyer and any additional individuals
noted on the order, but it is also attached to the order in our system for retrieval at a later date.
Per the requirements of the SOW, all proofs are electronically filed in a secure SharePoint
location. The second method for obtaining a Proof of License is through Insight’s self -service
option described in the question below. See Additional Documentation on Proof of License for an
example.
4.2 Explain method of retaining back-up copies of Proof of License. State how quickly a
duplicate copy can be provided.
Insight Response: Insight is one of the few resellers to provide license proofs online where
users can easily obtain them immediately as a self-service. Our online License Proof-of-Purchase
certificates list the licenses and organization owns by program name, manufacturer part number,
enrollment number, invoice number, purchase order number, purchase date & quantity
purchased. License Proofs can be issued for any program to help account for the software
licenses users have purchased and to reconcile that number with the licenses they have deployed
on their desktops.
In addition to the self-service option, Insight retains copies of license proofs by attaching them to
the order associated with the license in our ERP system. A duplicate copy can be provided in
under an hour after reaching out to the applicable sales team.
4.3 Describe how your Company partners with a State to demonstrate accuracy of licensing
information to a publisher (aka a “True Up”).
Insight Response: We provide detailed reporting to our publishers based on the requirements
under Insight’s publisher contracts. We will fulfill any requirements authorized by the State to
provide additional reporting on your behalf. It should be noted that Insight is SIIA certified for
accuracy on reporting.
Page 228 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment B: Methodology 10
5. Reports
5.1 Describe standard reports which can be generated for a State (other than downloadable
reports addressed earlier). Provide sample reports.
Insight Response: Our reporting function is designed to generate customizable reports on -
demand utilizing data fields captured at time of PO entry. States and Entities can select fields and
the data filters to quickly run the report for immediate review. In addition, ad-hoc reports can be
saved as a template to run each month, or as needed, without recreating a new report. The
Account Executive (AE) works with clients to create any customized report.
5.2 Describe on-line, real time, reporting capabilities using established state website reports:
Insight Response: Insight recognizes that many States and Entities have established individual
reporting requirements in set multiple formats. Our systems have been designed to
accommodate such requirements. We have provided samples of our customized reports with
information redacted as evidence of our reporting capabilities.
5.2.1 Standard Reports. Provide sample reports.
5.2.2 Reports that can be generated by the LSCA.
5.2.3 Reports that can be generated by the Participating State. Provide sample
reports.
5.2.4 Reports that can be generated by the User agency. Provide sample
reports.
Insight Response: Insight can provide reporting at the hierarchical as well as the individual
operating segment, business unit or subsidiary levels for all purchases made through Insight . For
requirements 5.2.1 – 5.2.4, all reporting can be generated by the LSCA either by individual
purchasing entity, state, or all agencies for complete consolidation. Sample reports are provided
in Additional Documentation 5.0 Reports.
5.3 Address whether your Company is able to provide “Custom Reports” as an optional
service to Participating States, should State determine to utilize this service? (See
Section 3: Scope of Work, 3.7.3 Custom Reports)
Insight Response: Custom reports can be created according to the LSCA, State, or Entity’s
specific needs. No additional tools are required. All authorized administrators can generate
reporting on demand on any field that has been captured at time of order entry. Customized
reports are provided free of charge. Additionally, Insight can meet all reporting requirements,
should a State or Entity have a specific reporting template they require.
6. Describe how your Company works with a State and publisher to maximize the State’s value in
obtaining products and services under this contract. Description is to address, but is not limited
to, the following:
6.1 Working with a State and a publisher to assist the State in managing their volume or
enterprise license agreements
Insight Response: One of Insight’s core competencies is software licensing consul ting. Our
expertise allows us to maximize a State or Entity’s ROI when faced with the complexity, options,
and sheer number of available publishers. Account Teams are required to hold certifications from
our major publishers in keeping with their role(s). For example, Microsoft and Adobe Licensing
Consultants hold the highest certifications that Microsoft and Adobe offer. The benefit to NASPO
ValuePoint Entities of this expertise is confidence that information received is corr ect, timely, and
presented in a manner that is understandable.
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Attachment B: Methodology 11
Utilizing this knowledge, we will guide Entities through the necessary steps to trim per-unit
prices, choose the right program, and take advantage of volume license and maintenance
agreements. The result of this support is a more simplified software management process.
Through the Account Teams, Entities will have access to our pool of Partner Champions. These
specialized resources, whose positions are each partially funded by the associ ated software
publisher, are in-house to administer our relationships with these publishers. They help us in
providing our clients with timely communications and guidance on their licensing programs.
A list of software Partner Champions by publisher is provided below.
Insight has more than 25 years of experience with software
licensing. As the most experienced provider of IT software, we are
the premier volume licensing expert.
As an Insight client, you will have access to software and licensing
program solutions from thousands of software publishers,
leveraging our longstanding publisher relationships to negotiate
the best deals possible for each State and Entity. In addition, we
can manage and contract approved non-standard software license
agreements, reducing the risk, overhead, and delay associated
with acquiring and maintaining software from emerging
publishers.
We do this through a Lifecycle Management Approach called
CLEAR Advantage Program™. We provide pre-sales guidance
and consultation to meet your business needs and post-sales
operational excellence to ensure you optimize value, remain
compliant, and have access to needed resources:
Select—the right technology, price, program, & partner to
meet your IT & business objectives
Acquire—ease of transactions, budgeting & financing, service, & choice
Manage/Support—contract management & compliance, powered by tools, resources, &
service
Value Realized—software services & solutions to meet your business & IT objectives
Specific to Oracle Volume or Enterprise License Agreements, Insight will work with States and
Entities to ensure the location of appropriate language pertaining to terms and conditions is
appropriately and clearly identified within the Participating Addendum.
6.2 Working with a State and publisher to maximize the leverage created by the total sales
volume from a State and its cooperative partners to ensure best value to all State’s.
Insight Response: Insight recognizes the importance of facilitating contract advantages based
on the size and scope of the State’s combined purchasing power. Partnering with Insight affords
Adobe
Attachmate
Autodesk
CA
Citrix
Dell Software
HP Software
IBM Software
LANDesk
McAfee
Microsoft
Novell
Oracle Software
Quest Software
Red Hat
RSA Security
SAP BusinessObjects
Symantec
Trend Micro
VMware
Websense
“Insight is our contracted
reseller and has played an
important role within the last 12
months helping us manage all
of the enrollments [16 total] by
having onsite monthly
meetings, providing monthly
reports, and maintaining
knowledgeable, responsive
team of professionals. At any
given time, we can rely on
Insight to answer questions
regarding licensing, pricing, or
applications quickly without
hesitation to follow up from
their pool of experts when
needed.”
-Master Microsoft Administrator for
County IT Department
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you a partner who is financially stable with a size and capacity to maximize any opportunities. We
have listed examples below describing how we accomplish this.
Economies of Scale/ Trend Analysis: Insight’s web solution and hierarchical reporting gives
diverse States and Entities insight in to their purchasing activity in order to understand how to take
advantage of economies of scale. Insight will work with each State’s/Entity’s contract
administrators to review trending and discuss license program changes that may enhance the
State’s/Entity’s ability to aggregate purchasing and ultimately create cost savings. Insight will
provide our findings of this examination during the Quarterly Business Reviews and as requested
or scheduled through custom reporting.
For example, working proactively with several large state entities in Florida, Insight, partnering
with Adobe, was able to save 15% of the total Adobe spend by utilizing a more advantageous
licensing program. This kind of consulting is important to NASPO Value Point as the difference
between licensing vehicles is often complex and not easily identified.
6.3 Working with a publisher to maximize the leverage created by the total sales volume
overall resulting from this contract.
Insight Response: Insight will work with the software publishers on
the State’s behalf to help them reduce their software costs and
maximize their return on investment. We offer software and licensing
program solutions from thousands of software publishers, leveraging
longstanding relationships to negotiate the best deals possible for our
clients. Our vast experience in managing publisher contracts with other
clients gives us the leverage and experience to help negotiate better
terms with the publishers. We achieve this through the following ways.
Distributor Relationships: We have relationships with all of the major distributors such
as Avnet, Ingram Micro, Synnex, Tech Data, and Carahsoft. The reason this is important
to NASPO ValuePoint is that it affords Insight the ability to negotiate the lowest cost price
due to our size and depth of relationships.
Partner Champions: These resources remain up-to-date on publisher programs. As a
result, our Partner Champions are engaged to maximize the leverage created by the total
sales volume by a State or Entity. For example, if a State’s departments are purchasing
via separate enrollments, a consolidation of these purchasing agreements under the
contract will result in a cost savings for the State.
6.4 Working with State and publisher to obtain the best quote on a high volume purchase.
Insight Response: Insight will work with the State/Entity and publisher to obtain best pricing on
high-volume purchases by leveraging our longstanding relationships and experience with other
clients. The State’s/Entity’s software requirements will be supported by the Insight Account Team
and our in-house experts.
Partner Champions: These resources remain up to date on publisher programs. As a
result, our Partner Champions help our clients utilize the correct licensing programs in
order to obtain the best quote on a high volume purchase.
Account Management Support: Insight provides dedicated Account Executives who
negotiate with software publishers on your behalf to secure discounts for large quantity
purchases. Our established relationships with software publishers give us an advantage
when negotiating pricing terms for you.
One-off Purchasing: In the event a publisher offers a product or program opportunity
that presents a cost saving to States or Entities outside of the agreed upon criteria in the
contract, Insight will bring those opportunities to NASPO ValuePoint and the States and
will participate in a one-off event.
Insight holds more than 150
public sector contracts across
32 different states, working
with each public sector client
to maximize the value of
their software volume or
enterprise agreements. .
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6.5 If, and how, your Company uses historical purchase information to provide targeted
assistance to State.
Insight Response: Insight does use historical purchasing information to provide cost-saving
opportunities and targeted assistance. In the instance of a client with multiple enterprise license
agreements and purchases from lower level agreements from various departments, we pull
together this usage data to analyze and guide the client to better options for consolidation that
can not only save money but make management of these agreements easier. This is a regular
part of the value-added services we provide to clients in State Agencies across the country.
Trend Analysis: Experience has taught us that communication is a key factor in a
successful partnership. Through our quarterly business reviews, we provide an opportunity
to identify spending trends, receive recommendations on cost-saving solutions, and
discuss new products and programs that may be of interest to you. These reviews also
provide an opportunity to discuss our quality service goals to ensure your ongoing
satisfaction with our services.
6.6 How maintenance support is to be made available.
Insight Response: Insight uses a combination of tools and resources to ensure that our clients
receive proper maintenance support as it relates to their software purchases and assets.
Beginning with our Software Renewals Team, they will ensure that States/Entities maintain
compliance with all licensing requirements and are aware of upcoming renewals and maintenance
dates. As a part of our service to our clients, we ensure that they are educated on what product
support or services are included in their agreements with a publisher. In line with the
requirements of the SOW, Insight will offer maintenance and support packages on licenses
already owned by the States/Entities. The team adheres to the following process to ensure
consistent support.
Software Maintenance/Renewal Process: Insight’s Software Renewal Team has close
relationships with the publishers and is focused on aiding you with publisher renewals. They help
you easily maintain compliance with all licensing requirements with our software renewal process.
1. Insight gathers your renewals data from multiple sources and consolidates this data into one
central, well-managed source.
2. CRM tools and systems allow your Software Renewal Team to track and review renewal data
and combine software assets from multiple orders into co-term agreements.
3. This team also sends renewal notifications well in advance of the coverage ending date in
order to ensure you have ample time to prepare for renewals.
4. Software Renewal Reports and client quotes of upcoming renewals are proactively provided by
your Insight Software Renewal Team.
5. On a quarterly basis, your Insight Account Executive notifies you of any approaching
expiration dates to ensure you have time to prepare for renewals and new agreements.
The Quarterly Business Review serves as a formalized vehicle for providing clients with license
consulting 90 days before the renewal date for their licenses. Account Executives partner with our
Partner Champions to update clients on any available software upgrades, annual updates,
patches and fixes during this review as well as on an ad-hoc basis. Support can be provided to
assist the State or Entity obtain any of these maintenance enhancements. The account team also
addresses topics such as co-terming opportunities and the re-harvesting of licenses where
possible.
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6.7 Describe how training regarding the installation of products and use of products will be
made available and how to obtain best value from it.
Insight will provide contract users links to the publisher’s websites for first line installation,
usage, and de-installation support. If further help is needed, we will connect them directly with
the publisher through their publisher account representatives or our Partner Champions.
Additionally, Insight provides fee-based training on the use of software through our partnership
with Global Knowledge.
In the event that the State or Entity has difficulty in downloading or installing software
purchased, we will provide assistance within 8 hours of being informed of the problem, whether it
be through Insight resources or connecting the State or Entity with the publisher.
7. A significant aspect of this service is to be Value-Added Services.
7.1 Describe how your company handles the complexities related to enterprise license
agreements (e.g. Microsoft EA, Adobe CLP, etc.). Include how you assist customers
(especially first time customers) through this process to ensure they are comfortable
moving forward, and are knowledgeable about the agreements once they are
complete?
Insight Response: Insight understands how difficult it can be to maintain compliance and take
advantage of the myriad of licensing programs available. One of Insight’s core competencies is
software licensing consulting. Insight provides a robust field and inside support staff representing
thousands of publishers to help qualify and recommend various solutions to our clients. It is a
general practice for us to architect and evaluate solutions for our clients to find the best fit. The
benefit to States and Entities of this expertise is confidence that information received is correct,
timely, and presented in a manner that is understandable. We provide information on several
platforms including, but not limited to, the following:
Specialized Teams: Licensing Consultants, Microsoft Contracts Team, CLEAR Advantage Team
Webinars: Subjects including licensing changes, advantages of Cloud, publisher specific topics
Periodicals: Devoted to licensing programs and vertical specific (state/local and education)
License Key-Code Database: Insight understands the management of key codes and software
media can be an important part of the success of any licensing program. Your Insight Account Team
will keep a database of key codes for publishers who are willing to share them. In the event that
Insight is not provided with copies of your key codes, we will work with these publishers to obtain
them on your behalf. Insight is committed to working diligently to
help you manage your key codes as required.
Support for Microsoft Programs
Support for your Microsoft EA: Partnering with Insight means
States and Entities will have an experienced, unbiased partner to
help manage the licensing agreements between the Entity and
Microsoft. The “one price” model of the Enterprise Agreement
(EA) program makes certain that the client will receive the best
pricing, service, and support possible from Microsoft. A client’s
Microsoft Partner is responsible for fulfilling these program
advantages. Using our years of experience managing thousands
of Microsoft Agreements, we have heavily invested in people,
processes, and tools for managing an EA. We offer our CLEAR
Advantage Solution for our clients’ software investments. We
help them through the entire lifecycle of software management —
from selection, to support and value realization.
Figure 2 Insight Microsoft EQ
Lifecycle
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Software Assurance Benefits: Software Assurance (SA) Benefits resources are available to
help our clients activate and use Microsoft Software Assurance Benefits. These dedicated
resources answer questions, help activate Microsoft benefits, and provide best practices for
benefits administration. Insight provides education on the Software Assurance Benefits available
to under said Microsoft contract.
Microsoft VLSC Website: Microsoft provides visibility to clients’ agreements through access to
Microsoft’s VLSC (Volume Licensing Service Center) Website. Your Microsoft license certificates,
SA eligibility, contract usage dates, and enrollment numbers can all be viewed from this site.
Insight will train your authorized VLSC administrators on this site
EA Touch Plan: Using our years of experience managing thousands of Microsoft Agreements, we
have developed a process for managing an EA that includes a number of “touches” our clients
should expect when choosing Insight as their ESA and LSP.
Educational License Programs:
Experience with software publishers over
the past 25 years has provided us with a
perspective as it pertains to software in
the education vertical. Most licensing
programs have completely separate rules,
product availability, and pricing. It can be
difficult for anyone involved in
educational procurement to understand
and take advantage of opportunities and
avoid risk of compliance vulnerabilities.
Insight’s solution has been to create an
Inside Account Team that focuses
exclusively on the education market. This
team will proactively reach out to
education institutions within each state to
ensure they have the correct information
and are provided with the lowest cost solution. Insight is certified for all channel available
educational licensing programs which is a true differentiator.
Volume Licensing Program Transitions: With the
Microsoft Select Plus program being discontinued and
replaced by the Microsoft Products and Services Agreement
(MPSA), Insight is prepared to work with all States and
Entities to ensure a smooth transition.
7.2 Describe how your company handles transitioning
a group of customers from an account manager with whom they have built a
relationship to an account manager who is new to them?
Insight Response: Insight understands the importance of ensuring a smooth and seamless
experience when it comes to transitioning a group of customers from an Account Executive with
whom they have built a relationship to an Account Executive who is new to them. Smooth
transition services are critical to prevent a loss of service to the State, the end users, and
stakeholders.
Insight acknowledges that this transition can sometimes include obstacles, and as a result we
have crafted our training, systems, support and oversight of Insight teammates accordingly,
“Insight is very responsive to my
requests and is the easy part of my
procedures for getting software
licenses for my clients on campus.”
- University Software Licensing Mgr.
Figure 3 Insight EA Touch Plan
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whether they are entirely new to the organization or only to the client. Every Insight teammate
who works with Public Sector clients must go through a series of specific trainings related to
ensuring that the teammate understands not only the Public Sector client but also acknowledges
that they will adhere to all applicable laws, regulations and policies that are involved with
providing service to a client in the public sector. Training sessions are handled by Insight’s
Compliance Team. We drill down to the individual teammate’s responsibilities and specific client
base to ensure he or she understands the contracts that will be supported by the teammate.
From a systems perspective, Insight has a Contract Module that is designed specifically to reduce
possible human error. The system calculates the contract sell price, preventing anyone from
charging more than the approved contract price. This function disallows the AE from saving a
quote or order unless the pri ce is at or below the contracted price. Insight’s Compliance team is
the only one capable of assigning a contract to an account. The system, through a series of rules,
automatically assigns the products to the contract. Sales cannot misrepresent that a specific
product is on contract when it is not. The Compliance team audits the sales activity and reviews
every new account for accuracy (so that the contracts related are accurate).
Tools/Reference Resources: Insight utilizes a New Account Process which includes an
Implementation Questionnaire document that is reviewed with all new contract holders and
referred to throughout the life of the contract. This document ensures that when a new Account
Executive is brought on to the account he or she has all of the pertinent information needed to
satisfactorily service the client. We have provided this questionnaire in the Additional
Documentation section entitled 7.2 Account Transition.
7.2.1 How do you ensure that all of the customers’ needs are met?
The combination of a solid account management structure, an escalation process in place and the
existence of customer satisfaction surveys ensure that Insight is able to meet the needs of our
clients. Through these measures States and Entities can have the confidence that they will be
well supported in order to meet their software needs throughout the lifecycle of their software
agreements. In addition to having direct access to the Account Executive, Insight sets up unique
team email aliases so that a client can be assured of a response in the event the Account
Executive is unavailable. Purchasing Entities can email their specific email alias in order to
connect with a knowledgeable member of their account team.
7.2.2 How do you ensure the new account manager is given the resources necessary
to be successful in the new role?
Insight utilizes a team approach to providing service for all of our accounts. New account
managers are provided rigorous training on your overall contract and a knowledge transfer from
the existing sales team. Having more than one individual maintaining customized information
ensures the State or Entity will see a continuity of service despite a change in account
management.
7.3 Describe the training available regarding the use of this contract and how to obtain best
value from it, other than on-line tutorials.
States or Entities interested in joining the NASPO ValuePoint SVAR contract will have full access
to training through the IPS’ Business Development Manager (BDM) who is dedicated to
supporting the NASPO ValuePoint contract. She will be available to meet in person or through
webinars to explain the scope of offerings included under IPS’ contract. IPS will help interested
States and Entities market the contract amongst its agencies to provide a full understanding of
the contract’s value and processes. We will ensure that users receive training, especially when
personnel changes, on where to go to obtain additional information about the contract. We have
an informational page dedicated to addressing Insight’s NASPO ValuePoint SVAR contract that
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can be accessed directly through ips.insight.com. On top of providing training, Insight has
experience providing Requests for Information (RFI) to prospective states that outline not only
Insight’s capabilities to support the client’s software purchasing needs but also highlighting the
benefits to using the NASPO ValuePoint SVAR contract to meet those needs.
7.4 Explain what unique Value-Added services your Company will make available under a
resultant contract. State whether they are to be provided at no cost. If there are costs,
identify these costs on the applicable Pricing Sheet in the Cost Section.
Insight continues to help public sector clients run their organizations in a way that is cost‐
effective, convenient and empowers them to take full advantage of their software investments.
Insight’s clients receive valuable compliance support, on‐demand reporting, dynamic license
tracking, audit support and accurate record management to help realize the full potential of
software purchases. Insight’s reports are certified by the Software and Information Industry
Associations (SIIA) and can be used to quickly evaluate and claim license purchases during an
audit.
Free Value Added Services
License Tracking
Insight’s software reporting and tracking tools ensure that the State has the options needed to
effectively manage software assets in real time. These tools include:
Invoice History Reporting: Obtain 24‐hour access to software licensing history.
Customized Client Purchasing Reports: View reports online or download to a database
application.
Contract and Renewal Tracking: Easily maintain compliance with all licensing
requirements.
Historical Data Tracking: We store purchasing data in our global data warehouse and
can run reports that provide purchase history as far back as needed.
Single Point of Contact for License Support
Insight provides a highly knowledgeable inside sales representative as a single point of contact
who will provide prompt assistance and advice on tracking the State’s or Entity’s licenses using
our online reporting and tracking tools. This sales representative has access to a team of highly‐
trained licensing specialists who are readily available to answer licensing questions.
License Tracking
Insight’s ordering system provides custom tracking and reporting of the State’s or Entity’s
software orders so purchases of individual licenses and server licenses can be tracked.
Standardized processes, customizable tracking options and a wide variety of detailed and
summary reports allow the States and Entities to quickly obtain the information needed to
manage software licenses.
Standardization for Tracking Ease
Insight’s customizable SmartTracker fields can streamline PO‐to‐invoice reconciliation.
SmartTracker is a feature in our ordering system that provides custom tracking and reporting on
software orders for analysis by any type of criteria. Easily allocate purchases to specific agencies,
OEU names, cost centers, business units, departments, projects and more to facilitate ease of
tracking licenses purchased. Through experience with other statewide contracts, Insight has
developed a standard naming convention and reporting hierarchy to assist with tracking.
Keeping the State Updated on Revised Plans
After contract award, the State’s or Entity’s Insight Account Executive will update the plan, as
needed, and will provide a copy of any revised plans to the Contract Administrator. During
regularly scheduled business reviews, the Insight Account Executive will keep the State or Entity
informed and up to date. Insight is committed to providing the users with education and advice
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on OEM licensing; product, program and pricing changes; and upcoming end‐of‐life
announcements.
Insight understands that the software purchasing lifecycle does not stop with the download of the
licenses. In order to help States and Entities further maximize their software investments within
their environments, we will provide the following fee-based services. Contract pricing for each of
these services is listed in Attachment C-2 of our proposal response.
Fee Based Value-Added Software Asset Management (SAM) Services
Our fee-based SAM services help our clients become and remain compliant with the software
publishers. Our SAM team provides full lifecycle SAM solutions that gives them clear visibility into
and control of our clients’ Software Asset Portfolio. Insight has established NASPO ValuePoint
contract specific pricing to provide States and Entities this valuable service and this pricing is
included in the services cost spreadsheet.
License Reconciliation Services: Our team of SAM consultants will help States or Entities
maximize their software investments and gain control over their software assets by analyzing and
reconciling their license purchases. They perform a license assessment and then compare their
software license entitlements to their inventory of deployed software to determine the software
license position (over licensed, under licensed, opportunities for cost management) of their
software portfolio. License Reconciliation Benefits include:
To further our commitment to providing our clients with the skills and knowledge needed to
unleash the full potential of their software investments, we are extending our partnership with
Global Knowledge to bring States and Entities these skills and knowledge. Global Knowledge
training will be offered at a competitive price developed specifically in support of this contract.
Pricing for these training services is listed in Attachment C-2 of our proposal response.
8. Explain how your Company will:
8.1 Retain publisher certification levels and improve on them.
Insight Response: Insight understands it is critical not only to maintain but also to grow our
software relationships and certifications in order to meet our client’s software needs and provide
them the best value and highly knowledgeable sales and services support. In order to maintain
our publisher certifications, as well as obtain both higher certification levels and new certifications
in general, our teams work to meet the various criteria associated with the programs. We are
passionate about deepening and broadening our certifications so that we can offer our clients a
highly competitive price and highly trained professionals in support of their software investments.
Redistribution of unused software licenses
Creating a standard software environment
Foundation for license management
processes
Basis for license agreement negotiations
Detailed overview serves as basis for
migration planning
Sarbanes-Oxley compliance
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It is Insight’s intention to work towards certifications
with publishers not currently represented through a
direct or distribution relationship in order to increase
our value to States and Entities. Insight understands
that if our reseller status is withdrawn or reduced,
we are required to immediately notify the LSCA
explaining the change.
All account team resources offered to NASPO
ValuePoint are required to take continuing education
through our internal training portal, Insight
University, and courses and certification classes
offered by our publishers to maintain the highest
certifications to meet the various criteria for their
areas of specialization. Insight continues to invest
heavily in our IT systems to further enhance our
already best-in-class software license management
tools and develop even greater efficiency in the
acquisition and management of licenses for our
clients.
We have provided as additional documentation,
Insight’s Proof of Authorization for our presented
software offerings.
8.2 Work to reduce costs to obtain publisher products?
Insight Response: Insight will continue to work closely with the NASPO ValuePoint organization,
States and Entities to continuously uncover opportunities to reduce both your hard costs and drive
efficiencies to reduce your soft costs.
Hard Costs
Reporting & Smart Tracker: Tracking purchases with detail down to individual
participant levels allows the States to monitor overall software spend and prevent
overbuying of licenses. It affords the States visibility allowing the re-harvesting of unused
licenses from budget codes or departments that no longer need them, and reassigning
them where they are required. Insight will facilitate the transfer of licenses where software
publishers allow them, and where licenses cannot be transferred, we will highlight licenses
that can be banked and reassigned within the same entity.
SmartTOOLS: Insight has developed a set of free and fee-based tools that provide robust
software asset management for Microsoft specific requirements. F or Microsoft Enterprise
Agreements we offer full license entitlement reporting. All other publishers are covered
under a separate statement of work. Cost savings realized through these tools includes
product usage as well as procurement solutions which enhance all participants’ ability to
re-harvest their licenses.
Economies of Scale/ Trend Analysis: Insight’s web solution and hierarchical reporting
allows diverse participating States to take advantage of economies of scale. Insight will
work with each State’s contract administrator to review trending and discuss license
program changes that may enhance the State’s ability to aggregate purchasing. Insight
will provide this examination through the Quarterly Business Reviews and requested
scheduled custom reporting.
Distributor Relationships: We have relationships with all of the major distributors such
as Avnet, Ingram Micro, Synnex, Tech Data, and Carahsoft. The reason this is important
Figure 4 Insight is authorized to resell over
18,000 software titles
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to NASPO ValuePoint is that it affords Insight the ability to negotiate the lowest cost due
to our size and depth of relationships.
One off Purchasing: In the event a publisher offers a product or program opportunity
that presents a cost saving to States or Entities outside of the agreed upon criteria in the
contract, Insight will bring those opportunities to NASPO ValuePoint and the
States/Entities and will participate in a one-off event.
Soft Costs
eCommerce: Utilizing Insight’s web-based procurement solution provided to each
participant streamlines the order management process and reduces administrative
burdens and the resources needed for the entire PO to Invoice Process.
Workflow: Ips.insight.com has full workflow capabilities with approvals that can be set by
each participant’s governance. By using Insight Workflow, we can help you quickly create
a structured workflow solution that your administrators can easily amend as rules change
with your organization. Automating internal processes by triggering approval by hierarchy,
dollar value, approved items, wild card or any combination eliminates rogue purchasing
and accelerates procurement cycles. This process saves time and resources.
Strategic Publisher Relationship Team: Insight has a VP-level team solely dedicated to
supporting Insight’s publisher relationships. This management team is responsible for
defining and executing on our software acquisition, management and relationship
development with our software publisher partners. Each key publisher is assigned one or
more relationship owners and is backed by a team of technical and licensing resources
who focus solely on that publisher’s programs and capabilities and support the various
technical services that surround the publisher’s product set . The benefit to NASPO
ValuePoint of these relationships is we can advocate on your behalf for programs and
products specific to each State’s contract requirements. For example, we can advocate for
the creation of an educational license program where the publisher did not have one in
place but could benefit the client, based on their volume purchasing.
8.3 How does your Company respond to customer complaints and service issues?
Insight Response:
Insight’s ultimate goal is to provide all States and Entities with the
highest level of customer satisfaction and maintain our long-term
business partnership with both NASPO ValuePoint and all States and
Entities that utilize the contract. To maintain this high level of
customer satisfaction, Insight has implemented a client service
initiative monitored by our Sales Operations Management Team and
other internal operations departments to quickly correct any issues
that may arise and ensure ongoing client satisfaction. Departments within Insight continuously
measure critical client service factors. All issues are tracked and discussed during regularly
scheduled meetings to minimize repeat occurrences.
In every case, we will work to promptly resolve any issues th at may arise and then work on a
long-term resolution only after the issue is resolved and the client is satisfied. Insight uses a wide
range of quality methodologies and metrics that depend on the function, process, product, or
service that was involved in the complaint.
For account maintenance, ongoing support and account issue escalation, the first point of contact
is the Insight Account Executive supporting the specific State or Entity, who provides oversight in
tracking issues and ensuring the proper resolution is achieved in a timely manner. Significant
Insight’s management
philosophy is to empower
the people that touch our
clients on a daily basis to
promptly fix problems and
ensure ongoing customer
satisfaction.
Page 239 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment B: Methodology 21
issues are escalated to the appropriate Insight Management. Resolution plans with timetables and
measurable improvement targets will be created for any significant issues.
For issues involving specific publishers, we have publisher Partner Champions on-site to help
escalate client issues and drive to resolution. The benefit to the States of these co-funded
resources is that we provide the States with direct communication to the publisher to promptly
solve any issues.
As part of the quarterly business review, Insight will review with the LSCA and State/Entity any
critical challenges or unresolved issues and discuss ways we can improve our performance to
mitigate issues in the future.
8.4 What is your Company’s escalation process?
Insight has read and complies with the requirements stated in section 3.5.2 of the Scope of
Work. We will provide all of the required informati on as well as an escalation path to a senior
management level. Below we have outlined the escalation process for review.
Escalation Process & Problem Resolution: Insight’s escalation process incorporates personnel
from all areas of our business. Should a participating State or Entity experience a lack of
expected service, they are encouraged to contact their direct Insight AE, whose information will
be listed on the State’s dedicated website, immediately so the proper resolution can be achieved
in a timely manner. If your AE is not available, then any of the Insight Account Team members
assigned to support the contract can be contacted. This team has the same access to resources
needed for resolving any issues that may arise. They too, are committed to meet ing client needs.
Additionally, our Partner Champions assist us with customer issue escalation and resolution,
technical product knowledge, and vendor licensing program expertise, and more. The Insight AE
or one of the Insight team members will escalate an y concerns the client may have to the
appropriate Insight manager for prompt problem resolution.
Escalation Path: An escalation path has been established
should the LSCA or any State or Entity experience a lack of
expected service. The client is encouraged to contact their
Insight AE so the proper resolution can be achieved in a
timely manner. Issues that are not resolved in a suitable
timeframe will be escalated to the appropriate Insight
Management team and a resolution plan with timetables and
measurable improvement targets will be created as needed.
9. Problem Resolution
9.1 Scenario 1: Describe at least one recent situation where your Company made a major
error that resulted in dire consequences for a customer. Detail the error and what
changes your Company has made to avoid repeating the error in the future. In this
situation, the problem is not solved in time to take care of the customer, and the
customer is likely lost.
Insight Response: Insight recently worked with a client to provide a solution that consisted of
hardware and software for delivery to U.S. locations as well as nineteen global sites. Our client’s
need for the hardware and software solutions was critical to completion of a networking upgrade
in the worldwide locations. There were issues with delivery to a few of the locations which
required specialized customs declarations. In this case, it took an extended period of time to
deliver the products to the client and as a result, our client’s network upgrade was delayed in
those locations.
NASPO VALUEPOINT
Purchasing
State Escalation Path
Account Executive
Sales Market Leader
Vice President, General Manager,
Public Sector Sales
Page 240 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment B: Methodology 22
Mitigation Solution for the Future
To avoid repeating these errors, Insight has engaged experts in global delivery and implemented
a strict review process for all global hardware shipments. Due to these actions, we now provide
accurate information to our clients to allow them to meet deadlines.
9.2 Scenario 2: Describe at least one recent situation where your Company made a major
error that had potential dire consequences for a customer. Detail the error and what
was done to correct the situation. To what lengths did your Company go to take care of
the customer? What changes (if any) did your Company make to avoid repeating the
error in the future? In this situation, the problem is solved in time to take care of the
customer, and the customer is likely not lost.
Insight Response: Insight has a contract with a client that requires a custom catalog containing
all of the client’s company standards. Minimum stocking levels are set by the client and Insight
must have the inventory available for immediate configuration in our labs and shipment to the
client. Insight is also responsible for coordinating between the client and manufacturer to ensure
we provide advanced product discontinuation notification. As the catalog items are used for the
client’s newly hired employees, the maintenance of this catalog and proper communication with
the client on end-of-life product are critical to the success of the client’s onboarding of these
employees.
Due to staff changes at Insight, the catalog was not maintained properly; stocking levels fell
below the levels needed and no stock was available. To mitigate the immediate impact to the
client, Insight located product to fill the need, sent it to the client via next day air delivery, and
engaged engineers to travel to the client sites for on-site imaging of the machines. This allowed
the items to be available for the newly hired employees on their first day.
Mitigation Solution for the Future
To ensure this error is not repeated, Insight formed a team who owns catalog maintenance and
communication for this client as well as others. This ensures that the loss of an employee or an
absence has no impact on fulfillment of client requirements.
10. Product Return Process
Describe the proposed product return process in the following situations:
10.1 Scenario 1: Product was ordered. The order was filled and shipped correctly. After the
order was accepted, AP discovered it ordered the wrong product and wants to return
the product.
Insight Response: The return policy for software varies by the software manufacturer. On
certain products, manufacturers have explicit return procedures and policies. Since Insight does
not manufacture the product, we must adhere to certain procedures established by the respective
manufacturer; however, Insight will always work on your behalf to obtain approval for returns
whenever possible.
10.2 Scenario 2: Product was ordered. The order was filled and shipped. After the order was
accepted, AP discovered the product delivered did not match the product that was
ordered. AP would like to return the product.
Insight Response: In the event that Insight made the error, we will remedy the error without
question. Insight will assist in its replacement or grant you a credit against future purchases in an
amount equal to the original purchase price and freight paid for the product. The client should
contact Insight Client Services at 1.800.827.6100 or e-mail
InsightClientServices@insight.com to initiate a return within 15 days of receipt of the
product or for additional information.
Page 241 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response #ADSPO16-00005829
Attachment B: Methodology 23
Insight’s return policy and return material authorization (RMA) Request Form can be found on our
website through the following link: Insight Return Policy.
11. SVAR Performance – Describe the process to be used to track and document the SVAR’s
performance, to include “Cost Savings” achieved, under this Contract. See Section 3: Scope
of Work, Items 3.5.3 and 3.5.4.
Insight Response: Insight’s experience as a VAR has taught us that communication is the key
for proper account maintenance, continuous improvements, and satisfied clients. As such, we
propose utilizing the following tools to meet the requirements set forth in the Scope of Work.
Regularly Scheduled Business Reviews: Insight will conduct Quarterly Business Reviews
(“QBR”) with the State or Entity. The QBR offers a documented process for assessing the
relationship. The QBR summarizes the past quarter’s purchases (sales volumes and figures),
buying trends/ purchasing trends, accomplishments (sales savings) and initiatives. Insight is
capable of and will provide this information by publisher and by entity, as needed. The
documentation provided in the QBR provides proactive hard figure statistics about contract
activity allowing the State or Entity the ability to understand where IT dollars are being spent.
Part of Insight’s job as a VAR is to serve as an expert on software licensing programs, thus we
will use the intelligence gathered through reporting combined with the information we gather
from working with software publishers, to discuss potential cost savings opportunities that can be
passed on to the State or Entity.
Paired with the QBR, Insight will conduct Annual Business Reviews with the LSCA and the NASPO
ValuePoint organization which will include a summary of annual purchases, usage, and buying
trends, and where we will discuss possible revisions of the categorizations of publishers based on
this information. On top of sales-specific areas, Insight will be prepared to discuss any service
concerns, industry trends, and the overall effectiveness of the contract- providing advice where
applicable.
Quarterly and Annual Business Reviews are a forum where all parties involved can discuss, in
detail, purchases and buying trends and develop future goals to enhance our partnership. In
addition, scheduled business reviews include a discussion about your relationship with Insight, an
opportunity to identify areas for improvement, and a chance to rate our performance .
Customer Satisfaction Survey Program: Insight has the infrastructure and processes in place
to meet the contract’s customer satisfaction survey requirement. Insight conducts client surveys
monthly, sending the question set to approximately 6,000 clients on average. Our Business
Intelligence organization then consolidates the data to identify trends, areas of strength, and
areas of opportunity. In addition, the “comments” clients provide in a text box are reviewed by
the appropriate business leaders to implement change to processes, where needed. The client
surveys help us uncover areas where Insight has opportunities to improve our services, as well as
areas where our processes and practices are effectively serving our clients.
Insight has seen a tremendous improvement in our ability to deliver value to our clients as a
result of this program. The formalization of the process and the ability to manage the interactions
from a high level have reinforced the role that quality management plays at Insight. In addition,
the specific results for each account have uncovered numerous opportunities for Insight to further
strengthen our client relationships.
Page 242 of 432
Page 243 of 432
Citrix Partner Authorization Letter
Americas
September 16, 2015
Insight Direct Inc.
6820 S Harl Ave
Tempe, AZ 85283-4318
USA
To Whom It May Concern,
This letter is to confirm that Insight Direct Inc., Org ID 59227HQ, of Tempe, AZ is a Gold Level
Citrix Solution Advisor and is authorized by Citrix to resell all Citrix Products and services
offerings that are available for resell as well as associated maintenance from April 1, 2015
through March 31, 2016.
Regards,
Donna Buffett
Director, Americas Inside Channel and Operations
Citrix Systems, Inc.
Page 244 of 432
Microsoft Corporation
One Microsoft Way
Redmond, WA 98052-6399
425.882.8080
11/6/2014
To Whom It May Concern:
As of November 2014 Insight Enterprises, Inc. (Insight) holds the following MS authorizations:
LSP (Licensing Solutions Provider) - allowing Insight to offer the Microsoft Select volume licensing program
to end customers
ESA (Enterprise Software Advisor) - allowing Insight to service and support Microsoft Enterprise
Agreements
ADR (Authorized Device Reseller) - allowing Insight to offer Microsoft devices
AER (Authorized Education Reseller) - allowing Insight to offer Microsoft academic products to education
customers
SPLA (Service Provider Licensing Agreement) - allowing Insight to offer Microsoft Hosted License
Agreements
GSA Schedule Holder GS-35F-0009U
In addition to reseller authorizations noted above, Insight is a Microsoft Gold Certified Partner. Microsoft Gold
Certified Partners are the elite Microsoft Business Partners who earn the highest customer endorsement.
Microsoft Gold Certified Partners have passed the highest level of requirements from Microsoft and have
demonstrated the most robust, efficient and scalable implementations of Microsoft technologies in demonstrated
enterprise customer deployments or an on-site Microsoft assessment. Insight is a Microsoft Gold Certified Partner
with expertise in the following tracks:
Microsoft Gold Certified Partner for Collaboration and Content
Microsoft Gold Certified Partner for Communications
Microsoft Gold Certified Partner for Datacenter
Microsoft Gold Certified Partner for Identity and Access
Microsoft Gold Certified Partner for Messaging
Microsoft Gold Certified Partner for Midmarket Solution Provider
Microsoft Gold Certified Partner for Software Asset Management
Microsoft Gold Certified Partner for Volume Licensing
Microsoft Silver Certified Partner for Cloud Platform
Microsoft Silver Certified Partner for Cloud Productivity
Microsoft Silver Certified Partner for CRM
Microsoft Silver Certified Partner for Data Analytics
Microsoft Silver Certified Partner for Data Platform
Microsoft Silver Certified Partner for Devices and Deployment
Microsoft Silver Certified Partner for Small and Midmarket Cloud Solutions
Regards,
Tasha Lowell
Microsoft Senior Partner Operations Manager
Page 245 of 432
September 10, 2015
To Whom It May Concern,
Subject: Confirmation of Symantec Partner Program Membership Enrollment
This serves to confirm that Insight Direct USA, located at: 3480 Lotus Drive, Plano, TX 75075 is a current
member of the Symantec Partner Program (SPP), and has been since 1/22/2002.
Insight Direct USA has met the membership requirements of a Symantec Platinum tier partner, is in good
standing, and holds the following Symantec Competency membership/s, recognizing their demonstrated
proficiency in the below solution and delivery areas, and as published on the Partner Locator:
Archiving – Expert
Data Security – Expert
Dynamic Storage and Continuity - Principal
eDiscovery - Principal
Endpoint Management - Principal
Endpoint Security – Expert
Enterprise Backup and Recovery – Expert
Gateway Security – Expert
Mid-Market Backup and Recovery – Expert
Mobility – Expert
Security Monitoring and Management– Expert
Insight Direct USA has rights to advertise its status as a partner under the SPP, provided that any such
rights and obligations are carried out in accordance with, including but not limited to, the SPP Agreement
entered into between Symantec Corporation and Insight Direct USA and any additional, applicable
policies or guidelines contained on the Symantec PartnerNet Portal.
Confirmation is as of today’s date, 9/10/2015.
Thank you,
John Emard
Sr. Director, Global Channel Operations
Symantec Corporation
Page 246 of 432
VMware, Inc.
3401 Hillview Ave.,
Palo Alto, CA 94304 USA
(650) 427 5000 main
(650) 427-5001 fax
www.vmware.com
September 15, 2015
PARTNER ID NO: 1101293 – Insight Public Sector
To whom it may concern,
VMware, Inc., a Delaware corporation with its principal place of business at 3401 Hillview Ave., Palo Alto, CA
94304 USA (“VMware”), hereby confirms that as of the date of this letter, Insight Public Sector is an authorized
Premier Corporate Reseller (“Partner”) of VMware. As such, this Partner is authorized to resell and market
solutions using VMware products in the United States as per the terms and conditions of the existing agreement
between the Partner and VMware.
For VMware, Inc.
Signature:
Name: Maria Diaz
Title: Sr. Contracts Administrator
Page 247 of 432
Novell, Inc. · 1800 S Novell Place · Provo, UT 84606· Tel: 1.801.861.7000 · www.novell.com
November, 19 2015
To Whom It May Concern,
This letter is to verify that the following company is currently a member of the
PartnerNet Program at the Gold level.
Insight
6820 S Harl Ave
Tempe AZ 85283-4318
You may also confirm this information on the Partner Locator at the following URL
https://www.partnernetprogram.com/.
If you have questions or need additional verification please contact the PartnerNet
Help Desk at PartnerNet-Amermicas@novell.com or 800-828-3362.
Regards,
Lona Bullard
PartnerNet Program Specialist
lbullard@novell.com
801.861.2279
Page 248 of 432
Page 249 of 432
Apple Inc
US Contracts Operations
1 Infinite Loop, MS 318-6OPS
Cupertino, CA 95014
contracts@apple.com
August 27, 2015
BOZENA KOSTELIC
INSIGHT DIRECT USA INC
6820 S HARL AVE
TEMPE, AZ 85283
Contract ID: 197494
Re: Authorized Status of INSIGHT DIRECT USA INC
Please accept this letter as verification that INSIGHT DIRECT USA INC is currently an Apple
Authorized Government Reseller and as such, INSIGHT DIRECT USA INC is authorized to resell Apple
Products to Government Customers. Unless terminated earlier, INSIGHT DIRECT USA INC's reseller
authorization is valid through 04/30/2017.
Should you have any questions regarding their authorization, please email the US Contracts
Operations team at contracts@apple.com.
Sincerely,
US Contracts Operations
Apple Inc.
Page 250 of 432
3175 Winchester Blvd
Campbell, California 95008
United States
Phone:+1 408 342 5400
12/11/2015
Insight
6820 S Harl Street
Tempe, AZ 85283
Subject: NASPO ValuePoint Software Value-Added Reseller (VAR) Services RFP #ADSPO16-
00005829
To whom it may concern,
This letter is to certify that Insight is an authorized reseller of Barracuda Networks
hardware, software and related services to companies, entities, and education and
state/local agencies in AZ. This letter is valid for the duration of the contract unless
partnership is terminated.
My contact information is as follows:
3175 Winchester Blvd
Campbell, CA 95008
acannon@barracuda.com
703-743-9068
Should you have any questions, please do not hesitate to contact me.
Sincerely,
Andrea Cannon
Director, Public Sector Channel Sales
Page 251 of 432
Page 252 of 432
Page 253 of 432
Dell Marketing, L.P.
One Dell Way
Round Rock, Texas 78682
April 16, 2015
To whom it may concern:
This letter is to confirm that Insight Public Sector is a Dell reseller in good standing and is
authorized by Dell to sell the Quest software product line.
If there are any concerns or questions, you many contact me.
Regards,
David F. White, Contracts Manager
Dell Marketing, L.P.
David_F_White@dell.com
Round Rock, Texas
Page 254 of 432
Page 255 of 432
Page 256 of 432
Page 257 of 432
Hewlett-Packard Company
501 Page Mill Road
Palo Alto, CA 94304
USA
hp.com
September 17, 2015
Insight Direct USA Inc
Insight Direct
6820 S HARL AVE
City, State, ZIP
To whom it may concern:
Insight Direct USA Inc is an HP Authorized Partner in the US, which includes access to all commercial products – not requiring
additional authorization and includes all Open products from an authorized HP US Commercial Distributor, for resale to end user
customers in the USA.
Insight Direct USA Inc holds the following additional authorizations:
HP Enterprise Storage [PLS: 3Z, 4F, LJ, LK, and LM]
HP Business Critical Servers [PLs: 1X, 23, TQ, and TR]
HP Enterprise Networking [I6]
HP Enterprise Storage XP PL: LN
Superdome [PL 1X/12]
HP Qualified Software [PLs 1W 33 4Y 6F 87 9N CM D9 FC FM TE TF U3]
Arcsight
Fortify
Tipping Point
Qualified Supplies Partner Program
Insight Direct USA Inc has been an HP ServiceOne Enterprise Group (EG) and Printing & Personal Systems (PPS) Delivery Partner since
4/30/2003
HP ServiceOne EG and PPS Delivery Partners are authorized to deliver warranty and HP Care Pack Services on HP Personal Systems
(such as HP Business PCs or HP Commercial Notebooks), HP Imaging & Printing products (such as HP LaserJet shared printers or HP
DesignJet large format printing), Industry Standard Servers, HP Storage and Networking products, provided that the technicians
performing the Services hold the appropriate service and/or solution qualifications.
HP Point of Contacts for Partner Authorization verification are listed below:
Rebeca Vargas: HPContractsComplianceSupport@hp.com / 1-888-629-6914
Jason Holgreen: HPContractsComplianceSupport@hp.com / 1-888-629-6914
Customers can also locate or confirm partners through the HP Partner Locator at http://www8.hp.com/us/en/store-finder/index.do
Sincerely,
Rebeca Vargas.
Hewlett-Packard Company
Americas Contracts and Profiling Operations Manager.
Page 258 of 432
International Business Machines Corporation
2929 North Central Avenue
Phoenix, Arizona 85012
July 9th, 2015
Insight Enterprises, Inc
Doing business as
Insight Direct, Inc.
Address
6820 South Harl Avenue
Tempe, ARIZONA 85283
UNITED STATES
Telephone number
+1 480 9021000
Company website
http://www.insight.com (opens in a new window)
Company overview *
Insight offers 20 years experience as a single source provider of IT hardware, software,
and value-added services. Our experience in providing technology solutions includes •
procurement, the most extensive product selection in the industry • deployment of new
products • desk side support, • assessment • strategic planning, • enterprise consulting •
hot swap program, • asset disposition
• IBM product, service or specialty
• Specialties and authorizations
Page 259 of 432
• Certifications
• Industry
• Business Partner type
IBM product, service or
specialty
PureApplication System Authorized reseller
IBM certified
Analytics Cloud data services Authorized reseller
Analytics Cognos Authorized reseller
IBM certified
Analytics DashDB Authorized reseller
Analytics DB2 Authorized reseller
IBM certified
Analytics DB2/IMS z Tools Authorized reseller
Analytics Document imaging & capture Authorized reseller
Analytics Enterprise Content
Management Authorized reseller
Analytics Information Integration Authorized reseller
IBM certified
Analytics Informix/Solid Authorized reseller
Analytics Internet of Things Authorized reseller
IBM certified
Analytics Master Data Management Authorized reseller
Analytics Optim IBM certified
Analytics Performance management Authorized reseller
IBM certified
Analytics Predictive & business
intelligence Authorized reseller
Analytics PureData Authorized reseller
IBM certified
Analytics Smarter Cities Operations Authorized reseller
Cloud Other Authorized reseller
IBM certified
Commerce B2B & commerce Authorized reseller
IBM certified
Commerce B2B Integration Authorized reseller
IBM certified
Commerce ExperienceOne Authorized reseller
IBM certified
Security Applications & data Authorized reseller
Security Intelligence Authorized reseller
Security People Authorized reseller
Security Services Authorized reseller
Services Systems services Authorized reseller
Social SmartCloud Authorized reseller
Page 260 of 432
IBM product, service or
specialty
IBM certified
Social Social collaboration Authorized reseller
IBM certified
Social Social mail Authorized reseller
IBM certified
Systems Hardware Power System i/p Authorized reseller
Systems Hardware Storage
Authorized reseller
IBM Specialty Business
Partner
IBM certified
Systems Middleware Application integration
middleware Authorized reseller
Systems Middleware Cloud & Smarter infrastructure Authorized reseller
IBM certified
Systems Middleware Digital experience Authorized reseller
IBM certified
Systems Middleware Enterprise Authorized reseller
Systems Middleware Foundation Authorized reseller
Systems Middleware Product lifecycle management IBM certified
Systems Middleware Pure Authorized reseller
Systems Middleware Rational Authorized reseller
Systems Middleware Smarter Process Authorized reseller
Back to top
Specialties and authorizations
System Storage Specialty
Back to top
Certifications
Cloud
Security Systems
Tivoli Automation
Tivoli Enterprise
Asset Management
Tivoli Storage
Management
IBM Certified Solution Architect - Cloud
Computing Infrastructure V1 2
Cloud and Smarter
Infrastructure Tivoli Automation IBM Certified Deployment Professional -
Tivoli Netcool/Impact V6.1 1
Cloud and Smarter
Infrastructure
Tivoli Enterprise
Asset Management
IBM Maximo Enterprise Asset Management
Sales Professional v4 1
Page 261 of 432
Certifications
Cloud and Smarter
Infrastructure
Tivoli Storage
Management
Cloud and Smarter Infrastructure Storage
Sales Professional v5 2
Commerce WebSphere
Commerce
IBM Commerce Solutions Selling/Order
Mgmt Sales Professional v1 1
Commerce WebSphere
Commerce
IBM Commerce Solutions Supply Chain
Mgmt Technical Professional v1 1
Connectivity B2B Integration IBM B2B Integration Technical Professional
v1 1
Connectivity B2B Integration IBM Managed File Transfer Sales
Professional v2 1
Enterprise Content
Management IBM Filenet OmniFind Technical Sales Professional v1 1
Enterprise Content
Management
IBM Filenet
IM Heritage CM
IBM Certified Solution Designer -- DB2
Content Manager V8.3 1
Enterprise
Marketing
Management
Enterprise Mktg
Mgmt
IBM Enterprise Marketing Management
Solution Sales Professional v1 1
Enterprise
Marketing
Management
Enterprise Mktg
Mgmt
IBM Tealeaf Technical Mastery Professional
v1 1
IBM Business
Analytics
IBM Cognos
IBM InfoSphere
IM Data
Management
IBM Certified Administrator - Cognos 8/10
BI 1
IBM Business
Analytics
IBM SPSS
Enterprise
IBM SPSS Collaboration and Deployment
Services Technical Support Professional v1 1
IBM Business
Analytics
IBM SPSS
Enterprise
IBM SPSS Statistics
IBM Certified Specialist - SPSS Statistics
Level 1 v2 1
IBM Business
Analytics
IBM SPSS
Enterprise
IBM SPSS Statistics
IBM SPSS Predictive Analytics Solution
Sales Professional v1 1
IBM Collaboration
Solutions
IBM Cognos
IBM Filenet
Lotus Portal
Lotus Social SW &
Unified Comm
IBM Social Business Solution Sales
Professional v1 1
IBM Collaboration
Solutions
Lotus Messaging
and Collab
IBM Certified System Administrator - Lotus
Notes and Domino 8.5 1
IBM Collaboration
Solutions
Lotus Social SW &
Unified Comm
IBM Certified Associate - Social Software
and Unified Communications 2
IBM Collaboration
Solutions
SmartCloud for
Social Business
ICS SmartCloud for Social Business Sales
Professional v1 2
Info Mgmt Expert Integrated
Systems
IBM Information Management Solution Sales
Professional v4 1
Page 262 of 432
Certifications
IBM InfoSphere
IBM Optim
IM Data
Management
Info Mgmt IBM InfoSphere IBM Initiate Master Data Service Support
Professional v1 1
Power Systems
IBM Certified Technical Sales Specialist -
Power Systems with POWER8 Scale-out V1 1
Rational Rational Authorized IBM Certified Deployment Professional --
Rational Portfolio Manager 3
Rational Rational Authorized IBM Rational IT Solution Sales Professional
v2 1
Security Systems Security Systems IBM Certified Associate - Tivoli Identity
Manager V5.1 1
Security Systems Security Systems
IBM Certified Deployment Professional -
Security Network Intrusion Prevention
System V4.3
1
Security Systems Security Systems IBM Certified Deployment Professional -
Security SiteProtector System V2.0 SP 8.1 2
Security Systems Security Systems IBM Tivoli Internet Security Systems Sales
Mastery Test v2 1
System Storage Storage IBM Certified Specialist - Enterprise Storage
Technical Support V3 1
System Storage Storage IBM Certified Specialist - High Volume
Storage Fundamentals V3 1
System Storage Storage IBM Certified Specialist - Midrange Storage
Sales V1 2
System Storage Storage IBM Certified Specialist - Midrange Storage
Technical Support V3 1
System Storage Storage IBM Certified Specialist - Storwize V7000
Technical Solutions V2 2
WebSphere
Enterprise Mktg
Mgmt
Rational Authorized
Security Systems
Tivoli Automation
WebSphere Core
IBM MobileFirst Sales Professional v1 1
WebSphere
Expert Integrated
Systems
IBM Filenet
WebSphere Business
Process Mgt
WebSphere Core
IBM WebSphere Solution Sales Professional
v5 1
Page 263 of 432
Certifications
WebSphere
Expert Integrated
Systems
WebSphere Core
IBM Certified Developer - WebSphere
Application Server Developer Tools V8.5
with Liberty Profile
1
WebSphere
Expert Integrated
Systems
WebSphere Core
IBM Certified System Administrator -
WebSphere Application Server Network
Deployment V8.0
2
WebSphere
WebSphere Business
Process Mgt
WebSphere Core
IBM Certified SOA Solution Designer [2007] 1
Back to top
Industry
Aerospace & Defense Automotive Banking Chemicals & Petroleum Consumer Products Education Electronics Energy & Utilities Financial Markets Government, Central/Federal Healthcare Industrial Products Insurance Life Sciences Media & Entertainment Retail Telecommunications Travel & Transportation
Back to top
Business Partner type
Managed Service Provider (MSP) - Any Managed Service Provider
Reseller/VAR
Back to top
* These items have been self-proclaimed by the Business Partner. IBM has not verified
the information and IBM is not responsible for the accuracy of the information.
Page 264 of 432
RSA Security LLC.
174 Middlesex Turnpike
Bedford, MA 01730
Tel 781 515 5000
http://www.emc.com/rsa
Date: Oct.22.2015
Greetings:
INSIGHT is a Platinum Partner in the RSA SecurWorld™ Program.
RSA SecurID is available for open distribution. Even if INSIGHT has a relationship with an RSA Authorized
Distributor, INSIGHT will still be able to purchase and resell SecurID-related products from any RSA Authorized
Distributor.
Additionally, INSIGHT is authorized to purchase and resell the following RSA product lines: Authentication
Manager/SecurID, Access Manager, Adaptive Directory, Federated Identity Manager, Certificate Manager, Data
Protection Manager, Identity Management and Governance, IPV (Adaptive Authentication, Cybercrime Intelligence,
Fraud Action), Web Threat Detection, Security Analytics, Registration Manager, Key Recovery Manager, Validation
Manager, Archer, DLP and ECAT.
All related RSA products and services are governed by the RSA Shrink-Wrap License Agreement.
Please accept this as a fully executable authorization letter.
Best Regards,
RSA SecurWorld Team
Page 265 of 432
Sophos Inc
3 Van de Graaff Drive, 2nd Floor
Burlington, MA 01803
USA
Tel 781 494 5800
Toll Free 888-767-4679
Fax 781 494 5802
November 11, 2015
Greetings:
This letter confirms that Insight Enterprises Inc. is currently authorized by
Sophos, Inc. as a partner to purchase Sophos products and services through
Sophos authorized distributors, for resale to the agencies, including
institutions of higher education.
All related Sophos products and services are governed Sophos End User
License agreement License Agreement.
Please accept this as a fully executable Letter of Agency for your purposes.
Respectfully submitted,
Sara Cloutier
Program Manager, NA Channel
Page 266 of 432
Page 267 of 432
September 10, 2015
To Whom It May Concern,
Subject: Confirmation of Symantec Partner Program Membership Enrollment
This serves to confirm that Insight Direct USA, located at: 3480 Lotus Drive, Plano, TX 75075 is a current
member of the Symantec Partner Program (SPP), and has been since 1/22/2002.
Insight Direct USA has met the membership requirements of a Symantec Platinum tier partner, is in good
standing, and holds the following Symantec Competency membership/s, recognizing their demonstrated
proficiency in the below solution and delivery areas, and as published on the Partner Locator:
Archiving – Expert
Data Security – Expert
Dynamic Storage and Continuity - Principal
eDiscovery - Principal
Endpoint Management - Principal
Endpoint Security – Expert
Enterprise Backup and Recovery – Expert
Gateway Security – Expert
Mid-Market Backup and Recovery – Expert
Mobility – Expert
Security Monitoring and Management– Expert
Insight Direct USA has rights to advertise its status as a partner under the SPP, provided that any such
rights and obligations are carried out in accordance with, including but not limited to, the SPP Agreement
entered into between Symantec Corporation and Insight Direct USA and any additional, applicable
policies or guidelines contained on the Symantec PartnerNet Portal.
Confirmation is as of today’s date, 9/10/2015.
Thank you,
John Emard
Sr. Director, Global Channel Operations
Symantec Corporation
Page 268 of 432
Websense International Technology Limited
3rd Floor, Minerva House
Simmonscourt Road
Ballsbridge, Dublin 4
Ireland
Tel +353 (1) 536 0000
www.websense.com
Sincerely,
_____________
Lisa Burns
Websense International Technology Limited
Private limited liability company registered in Ireland
Registered Office: Arthur Cox Building, Earlsfort Terrace, Dublin 2, Ireland. Registered No: 489564
Directors: Lisa Burns, Marlene Connolly, Declan J. Drislane, Michael A. Newman (US), Gerard Cleary
Date: 16th April 2015
To Whom It May Concern
Tender No. :
Subject: Websense Authorised Partner
This letter will serve to confirm that Insight Direct, Inc is currently a Websense International
Technology Ltd (“Websense”) reseller in United States with Platinum DMR level of partnership and
such may resell our products, and subject to achieved certification and applicable training may install
and provide training and maintenance for our products.
We authorize Insight Direct, Inc. to quote for our products in the above-mentioned tender on our
behalf in accordance with Websense’s standard International Reseller Terms and Conditions available
at www.websense.com/legal.
Our full support is extended to Insight Direct, Inc. to resell, install and provide training and
maintenance for our products to End Users in accordance with our current standard Subscription
Agreement available at www.websense.com/legal
Page 269 of 432
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Page 286 of 432
SYNNEX13434 | 11/25/15
Map your destination to increased productivity,
cost savings and overall business success. Our
distribution centers are strategically located across
the United States to provide you with product
where you need it when you need it. Each of our
distribution centers provides our customers with
warehouse ratings of nearly 100% in accuracy and
PPS (pick, pack and ship) performance. Couple that
with unsurpassed service from our infrastructure
support, giving you one more reason why you
should be doing business with SYNNEX. That’s
service and infrastructure support you can rely on!
Sounds simple, but at
SYNNEX we understand that
true business growth requires
access to meaningful, tangible
business infrastructure, tools,
and resources. That’s why
over the last year we’ve
invested heavily in providing
our partners with high-impact
business services, designed
from the ground up to provide
real value, and delivering on
our commitment to provide
unprecedented support to
our most valuable asset, our
partners.
Contact Us:
1.800.456.4822
www.synnex.com
• GSA Schedule
• ECExpress Online Ordering
• Software Licensing
• Reseller Marketing Services
• Leasing
• Integration Services
• Trade Up
• A Menu of Financial Services
• SYNNEX Service Network
• ASCii Program
• PRINTSolv
Components East
800.444.7279
Components West
888.756.4888
Government Sales
800.456.4822 Ex. 4007
Security Sales
800.444.7389
Leasing
800.451.5744
POS Solutions
800.753.6927
Customer Service
800.756.1888
OEM West
800.756.7888
CTI Products (Sales)
800.444.7359
Regional Office
800.756.5974
SMB Sales Group
855.899.0050
Supplies & Accessories
888.223.1164
Software
866.226.7532
License Online West
800.414.6596
License Online Central/
East
800.432.6980
Auto ID / POS Sales
800.950.5974
ICG Security &
Wireless LAN
800.688.0751
Corporate Headquarters
Fremont, California
Sales Headquarters
Greenville, South Carolina
Warehouse Locations
1 Fremont, California
2 Chantilly, Virginia
3 Chicago, Illinois
4 Richardson, Texas
5 Keasbey, New Jersey
6 Grove City, Ohio
7 Miami, Florida
8 Olive Branch, Mississippi
9 Portland, Oregon
10 Ontario, California
*ISO-9001-2000 Manufacturing Facillities
SYNNEX CORPORATE
2015 LINE CARD
ADVANCING IT INNOVATIONS
INFRASTRUCTURE
SERVICES
7
6
3 2
5
4 8
9
1
10
Page 287 of 432
SYNNEX13434 | 11/25/15
2015 LINE CARD
Copyright 2015 SYNNEX Corporation. All rights reserved. SYNNEX, the SYNNEX Logo and all other SYNNEX company, product and services
names and slogans are trademarks or registered trademarks of SYNNEX Corporation. SYNNEX and the SYNNEX Logo Reg. U.S. Pat. & Tm.
Off. Other names and marks are the property of their respective owners.
10ZiG
2FA
3D Classroom
3D Systems
3M Touch
3M Mobile Interactive Solutions
3VR
4D Global
4Sight
6fusion
65bit Software
911 Enable
A Deeper View
AAEON Electronics an ASUS Company
Absolute Software
Access Data
Accessory Power
Accortec
Accu-Tech
Accuview
Acer
Actian
Actineon
Actiontec
ActivePDF
ActivIdentity Envoy
Acuo Technology
Adaptec
Adaptiva
Adata
Addlogix
Addmaster
Add-On Computer Peripherals, LLC
ADESSO
Adobe
Adrem Software
ADS Technologies
Adtran
Advanced Input-Esterline
Advantech
Aegis Micro/Formosa– USA
AG Antenna
Algo Communications
Alive Studios
Allied Telesis
Alloy
Allround Automation
Allscripts
ALLSOP
Altair Engineering
Altaro
Althon Micro
AltiGen
Altronix
Aluratek
Ambir Technology
AMD/ATI Fire
Amer Networks (formerly Freedom 9)
AML
Amped Wireless
AMX
Amzer
Anchor PD
Anthro Corporation
Anuta
Aomata
Aopen
APC
AppAssure
AppCom Solutions
Appistry
Aquarius
Architext
Arclyte
Arctic Cooling
Areca
Armoractive
Armored Shield
Artisan
Aruba Networks
Arxscan
Asante Networks
ASG
Aspect Software
Aspire/Standzout
Astro Gaming
ASUS
Asus CE
Asus Notebook
AT&T
Atdec
Aten Technology
ATI Graphics Cards
Atlantis Computing
ATX
Audio Messaging Solutions (AMS)
Augmentix
Aurora Multimedia
Authen2cate
Autotask
Avanquest
Avast
Avaya
Avenues
Avermedia
Aviva Solutions
Axiom
Azend Corporation
Azpen
B&B Electronics
BAE Systems
Bamboo Solutions
Baracoda/Ingenico
Barco Medical
Barcoview
Barnes & Noble
Barracuda Networks
Bascom
Basler
Battery Technology
Bay Dynamics
Bay Technical Associates
Becrpyt
BedPhones
Bedwell Technologies
Belkin
BenQ
Best Mounting/AFC
Better Energy Systems
Bidwell Technologies
Big Switch
BITS Ltd.
Bixolon
Black Box
Black Box Retail Services
Blue Ant Wireless*
Bluebeam
Boardshare
Body Solid
BorderWare
Bouncepad
Brady People ID
Braggables/MJ Mitchell Consulting
Brainboxes, Ltd
Brenthaven
Bretford
Bretford Manufacturing
Bridge Communication
Broadview
Brother
Brother Mobile Solutions
BTH2
Buffalo Technology
Bush Industries
Business Logic
Buslink/Global Silicon
BYTECC
C2G
CA Technologies
Cable Manufacturing
Cables Unlimited
Cachengo
Cambre Products
Canon
Carbonite
Card Scanning Solutions
Case Power
Casio Projectors
CBM Metal
Celestix
Cellphone Mate
Cenomax
Centennial Software
CENTON
Centrify
Century Software
Certes Networks
Champion Systems
Channel Vision (Custom Installation)
Chassis Plans
Checkpoint Security Systems
Check Point Software
Chef Software
Chenbro
Cherry Electronics
Chief Manufacturing
Cilutions
ClearColor Ink
Clearone
Club3D
Coby
CognitiveTPG
Cognito
Comcast
Commvault
Component One
Computer Instruments
Computer Security
Computer Software Innovations
Computer Warranty Services
Comsquared Systems
Conarrative
Connection-E/Trifusion
Contemporary Research
Contex Americas
Convertertechnology
Conveyant Systems
Coolmax
Copernicus
Core Security
Corel
Corente
Corlogix
Corologix
Corsair Micro
Cortado/Thinprint
Cplane
CradlePoint
Creative Labs
Crosstec
CRU-Dataport
Crucial Technology
CruDataport
CSDC
CSSN
CTA Digital
Ctera
Curriculum Loft
CXTEC
Cy-Fi
Cyberlink.com
Cybernet Manufacturing
CyberPower
Cybertron PC
CYCLONE
CYREN
D-Link
Dahle
Daktech
Da-Lite Screens
Dane Elec Corp
Data Drive Thru
DATA911
Datago
Datalogic
Datamax Media
Datamax Software Group
Data Motion
Dataram
Datel
Daymen Inc.
Déjà vu Security
Dell
Delphi Display Systems
DENAQ, Inc
Deployable Systems/Hardigg
DestructData
Devolutions
DH2i
Diablotek
Dialogic
Diamond
Diamondback Fitness
Dicota
Digedu
Digi International
Digistor
Digital Peripheral Solutions dba Q-See
DigitalPersona
Digital Storm
Digium
Direct Dimensions
Distinow
Distrix
Doculex
DOD Tech
Dot Hill (eNex Systems)
Double Power
Draper
DroboDS3
DT Research
Contact Us:
1.800.456.4822
www.synnex.com
Page 288 of 432
SYNNEX13434 | 11/25/15
2015 LINE CARD (CONT.)
Copyright 2015 SYNNEX Corporation. All rights reserved. SYNNEX, the SYNNEX Logo and all other SYNNEX company, product and services
names and slogans are trademarks or registered trademarks of SYNNEX Corporation. SYNNEX and the SYNNEX Logo Reg. U.S. Pat. & Tm.
Off. Other names and marks are the property of their respective owners.
Contact Us:
1.800.456.4822
www.synnex.com
Dyconn
DYMO
Dynamic Systems
E-Sponder
Earthwalk
Eastman Kodak
Eaton Corporation
ECO STYLE
ECO TREND Cases, LLC.
Ecosol Solar Technologies
ECS Composites
EDGE Memory
Edgeline Technologies
Edgewater Networks
Edigin
EJ Technologies
Ekahau
Electroboard
Electrorack
Elegant Packaging
Elite Screens
Elliptical Mobile
Elmo USA
Elsa Group
Emerge
Emulex
Encounter Pointe
Endor AG / Fanatek
ENET
EnGenius
Engineered Network Services
Enlight
EnovateIT
EnterpriseDB
ENTRUST
Envoy Data Corporation
Epson
Equus/Mirus Innovations
eReplacements
Ergotech
Ergotron
Ericom
Esker
ESTERLINE
EVault
Event Builder
Everfocus
Everki
EVGA
Evolve III
Exablox
Exabyte
Exofab
Ex Point
Extensis
Fargo Electronics
Faxback
Fellowes
FiatLux
Finisar
Firich/FEC
First Data
First Mobile Technologies
Fishtree
FivePoint
Fixmestick
ForensIT
Foreseeson
Formax
Fortinet
Foscam Digital
FoxIt
Freedom9
Frontrange Software
Frontrow/Phonic Ear
Fuji Film
Fuji Film Recording Media
Fujitsu Dot Matrix Printers
Fujitsu Hard Drive
Fujitsu Mobile
Fujitsu Storage
Full Armor
Fusion-io
Future Business
Futura Retail Solutions
Gamber Johnson
Gammatech
Garmin
Gateprotect
GBC (a division of ACCO Brands)
Gefen
Geist Manufacturing
Gemalto Envoy
General Imaging
Genesis One
GETAC
GFI
Gigabyte
GiiNii
Global Environ. Svcs
Global Marketing Partners
Global Warranty Group
Gluster
GoGuardian
Goldtouch
Good Technology
Google
Griffin
Guardian Edge
Gvision
Hanco
Hannspree
Hapara
Havis
Headplay
Healthcare Information (HCI)
Healthpostures
Hedvig
Hercules/Thrustmaster
Heritage Travelware
Heritage Travelware - Kenneth Cole
Hewlett-Packard
Hi-Fi Works
HID Identity/Synercard
High Wire
Higher Ground/HGGEAR
HIKVision
Hitachi Global Storage
Hitachi Hard Drive
HL Corporation/Flicker
Howard Medical
HQ Cam
Huawei
Huawei Device USA
Humanetics
HumanScale
Hyundai
I-Blason
i3 International
ICOP Digital
IDAPT
Idera
IGEL
IKAN Corp
iKEY
Imagine Technologies
Imagistics
Imation
IMC Networks
Imprivata
I’m SPA/I’m Watch
InBoxer
Incisive Software
Indigo
Infocase
InFocus
InfoPrint
Informa Software
Infosoft-Fusion Charts
Infragistics
Infrascale
Ingres
Inkjetwarehouse
Inland Products
Innergie
Innovative Card Scanning
Innovative Office
Insperity
Instant Technologies
Insulfab
Integra Networks
Intel
Intelligent Computer Solutions
Intellinet
Intronis
Intuition
INUVIO
Inwin
Iogear
Iomega
Iosafe
iPearl
IP Home Products
iRiver
Ironkey
IRSA Video
iSheriff
iStabilizer
iStarUSA
IT In Motion
Ixia
iYogi USA
Jaco
Jaspersoft
Jatheon Technologies Inc.
Jaton
JetBrains
Juicepresso
JungleDisk
Just Systems Canada
JVC
Kanex
Kanguru
Kaser Corporation
Kaminario
Kensington
Kerio
Keyovation
Keyscan
Keytronic
Kinesis
Kingsoft
Kingston
Kingston Digital Inc
Kingston Distribution
Kinyo
Kitenga
Kleen Concepts
Knowledge Management Association
Koamtac
Kobian
KODAK
KOM Networks
Konftel
Konica Minolta
KSI Envoy
KT&C
Kwikset
Kyocera
Lab Gruppen E-Series
LandAirSea
Lanier
Laplink Software
Lasershield
Launchpad
LD Smart
Lenovo
Lepide
Level Platforms
LexisNexis
Lexmark
LG Electronics
Liaison
LifeSize
Lightspeed Systems
LigoWave
Likewise
Lind Electronics
Link Depot
Linksys
LinkSystems
Linoma
Lite-On
Litronics Envoy
Location Based Technologies
Lockdown Tech
Logbar
Logicube
Logitech
LSI
Lucasey
Lumension
Lumisource
M&A Technology
Maclocks
Macro Image Technology
Magma
Magnetic 3D
Magtek
Mainpine, Inc
Malwarebytes
Man and Machines
Page 289 of 432
SYNNEX13434 | 11/25/15
2015 LINE CARD (CONT.)
Copyright 2015 SYNNEX Corporation. All rights reserved. SYNNEX, the SYNNEX Logo and all other SYNNEX company, product and services
names and slogans are trademarks or registered trademarks of SYNNEX Corporation. SYNNEX and the SYNNEX Logo Reg. U.S. Pat. & Tm.
Off. Other names and marks are the property of their respective owners.
Contact Us:
1.800.456.4822
www.synnex.com
Managed Objects
Manhattan
Marex Group Inc.
Markzware
Matrox
Maxell
Maxta
Maxtor
Mediatech
medM
Memorex
Memorex Electronics
Memory Experts
Message Labs
Message Logic
Metadot Corp
Metafuse dba Project Insight
Metropolis
Metrologic
Mettler Toledo
Micro Micr
MicroPac Technologies
Microsoft
Microsoft ESD
Microsoft Hosted Exchange
Microsoft OEM
Microsoft Retail
Microsoft Surface
Microsoft Surface Hub
Milestone Systems
Minicom
Minuteman Power Technologies
MIO Technologies
Mirantis
Mita
Mitel Cloud
Mitsubishi
Mitsubishi Digital Electric America
Mizco
MJ Mitchell Consulting/Braggables
Mobelisk
Mobile Action Technology, Inc.
Mobile Edge
Monitors In Motion
Monoprice
Moonwalk
MooreCo, Inc
Mota
Motion Computing
Motorola Solutions
Movea
MPak
MS - Cash Drawer
MSE
MSI Notebook
MSS Software
Multi-link
Muratec
Mutare
N-Able
Nanonation
National Service Center
Ncipher Envoy
NCP
NDS Surgical Imaging
Nearpod
NEC
NEC Corporation of America
NEC Display Solutions
NEC Servers
NEC Software
NEC Storage
Nervepoint
Neschen Americas
NET
NetAccess
Netcomm
Netgear
Netis Systems
Netlib
Netmotion
Netop
Netscout
Netsparker
Network Equipment Technologies
Netwrix
Neverware
Newell Co-Sanford
Nexenta
NexGen
Nicware/Niclabel
Niko Electionics
Nimboxx
Nimbus Data Systems
Nitro PDF
Noble Locks
Nodeprime
Nor-Tech
Norcent
Notable Solutions, Inc.
Nova Development
Novastor
Novatel Wireless
Novuscell Batteries
Now Micro
Nuance Communications
Nuance Dragon Medical
Nvidia
O’Neil Printers
O2 Security
Objectworld
OCSystems
Octa
OCZ Technology
ODIN Technologies
Okidata
Olea
OLIXIR Envoy
Oncore Power Systems
OnCue
OneWorldTouch
OnSSI
Onyx Graphics Inc
Open-E
Opengear
Open-Xchange
Optoma
Original Power
Otto
Overland Storage
Oxcyon
Packaging Strategies
Packet 8
Paessler
Panasonic
Panasonic Communications
Panasonic Consumer - Security
Panasonic Pro Video
Panasonic Projectors
Panasonic Toughbooks
Panda Security
Pannin
Panorama Antenna
Pantone Solutions
Papago
Para Sys. Inc.
Paragon Software
Parallels
Partner Tech
Patriot Memory
Patrol PC
Paxton Access
Payoda
PDUs Direct
Peerless Industries
Pelican
Pentaho
Perfect Fit
PeripheralLogix
PEXAGON
Pexagon Tech
PGI
Pharos Science and Application
Philips
Phonic Ear
Photo Shelter
Pica8
Pivot3
Planar
Plantronics
Plasmon Optical Media
Plextor
Plexxi
Plumgrid
Plus Technologies
PNY
Point A Technologies
Policy Medical
Polyvision/Steelcase
POSBank USA
POSH Manufacturing
Positron
Posturite
Powercart
Powergistics
Powervar
Precise Biometrics Envoy
PrehKeyTec
Premium Compatibles
Precision Dynamics Corp
Prestige International
Preton
Prime View
Printek
Printer-Logic
Printronix
Private Label Media
Proline
Promethean
Promisec
Protect Computer Products
Protect Covers
Proxima RF
PSC
Psion
Puppet Labs
Pure Orange
Q-See
Qlogic
Qualtrax
Quanmax
Quanta
Quantum
Quark
Quartet
Quatech
Quatrro
Quest International
Quest/Totoku
Quick Quality Cabinets
Qumu
Radaptive
Radiant Logic
Rain Design
RAM Mounts
Rapid7
RCR International
Ready Dock
Red Hat
RedGate Software
Reed Elsevier Inc.
Reflexion
ReLaunch Aggregator
ReplayXD
Retrospect
Rhino Technology Group
Rhinotek
Ricoh
Ridgeline Technology
RidgeLogic
Rise Vision Digital Signage
RJS Software
RLE
Robinson Win Word
Robobak
Roccat
Rocky Mountain Ram
Rocstor
Roper Mobile Technology
Rose Electronics
Royal Consumer Products
RSPA (Sungale)
RSPA, Inc
RT Sales
Rubbermaid Medical
Ruckus Wireless
Safe-T
Safety Vision
Sagemcom
Samsung
Sandisk
Sanyo
Sanyo Denki
SAP
Sapien Technologies
SATO
Savin
Scala
Scale Computing
Science Logic
SCM Microsystems Envoy
SCO Group
Scosche
SCP
Screenrag
Seagate
Page 290 of 432
SYNNEX13434 | 11/25/15
2015 LINE CARD (CONT.)
Copyright 2015 SYNNEX Corporation. All rights reserved. SYNNEX, the SYNNEX Logo and all other SYNNEX company, product and services
names and slogans are trademarks or registered trademarks of SYNNEX Corporation. SYNNEX and the SYNNEX Logo Reg. U.S. Pat. & Tm.
Off. Other names and marks are the property of their respective owners.
Contact Us:
1.800.456.4822
www.synnex.com
SealShield
SecPod
Seiko Instruments
Seiko Instruments USA
Sen.se
Sena Cases
Sencore Inc.
Sengled
Sennheiser
Senkatel
Sentry360
ServerTech
Services
Sharp
Sharegate
Shaun Jackson Design
Shivnet
Shuttle Computer
Shuttle Security
SI Screens (Screen Innovations)
Sierra Wireless
Sigma Photo
Signagelive
Signix
SIIG
Silex
Simply NUC
Simple8
SIOS Technology, Inc
SKB Cases
Skin-It
Smart AVI
Smart Modular
SmartPower Systems
Smith Enterprises
SMK-Link
SOFTEX
SoftLayer
Software & Peripherals
Software Shelf
Solarflare
Solarwinds
Sole Source Technology
Solidfire
Solid Line Products
SOLO
Sonic Foundry
Sonicwall
Sonitronix
Sony
Sony Chemicals
Sony Content Capture Solutions
Sony Creative Software
Sony Professional Monitors
Sony Projectors
Sony ProSumer Displays
SP Controls
Space Saving Solutions
Spark Integration
Spectracom
Spectrum Business
Spectrum Corporation
Speechswitch
Sphere3D
SPIKES
Spracht
SPRACHT
Sprinxle
SSE Technologies
SSG Consulting
SSH
Stadia Media
Star Micronics
Startech
Startech.com
STEC
Steganos
Stelle
Stephen Gould Corp.
Still Secure
StorageCraft
StorageTek
StorMagic
Stormboard
Stratus
Stulz Air
SugarCRM
Summa Inc
Supermicro
Swiftpage
Swingline
Swyx
Syam
Syba Multimedia
Sychron
Sychron
Symantec
Symantec Hosted Services
Symbee
SyncroSoft
Synel Industries
Syntax-Brillian
Syntela
System Design Advantage
Systran
TAA Products
TABLETMedia
Tablet Kiosk
TAG / Technology Advancement Group
TAG Global Systems
Take Charger
Talis Data Systems
Tandberg
Tandesa
Tannoy
Targus
Tasq
TCP Wave
TDK
TEAC
Teamboard
Team Viewer
Tech Global
Techguard Security
Technologies LTD.
Tech Products 360
Techsmith
Tegile
TEKLYNX International
Telephonetics
Teles
TelWorx
Tely Labs
Tempest Lighting
Tenergy
Teradici
TeraMedica
Teras
Thecus
The Joy Factory
Thermal Take
ThreatTrack
Time Warner Business
Titan Radio
Tommo
Toolfarm
Toopher
Top Patch
Toshiba
Toshiba Digital Display Solutions
Toshiba Security
Toshiba-Tec
Total Computing Solutions
Total Defense
Total Micro
Totoku Motor
Touch Systems
TPG
TP Link
Tracewell Systems
Tracker Software
Track Scan
Transcend Information
Tranxition
Tremolo Security
TRENDnet
Trenton Systems
TRG Group (Wenger/SwissGear)
Trident Systems
Tripp Lite
Trisys
TSC
Ttuff Technologies
Turtle by Perm-A-Store
TVS (Eversun– Technologies)
Twinhead
Tyan
Tycon Power
Ultra Products
Uniform Industrial Corp
Unify
Unitech America
Universal Devices
Uniwide
Unotron
UNXIS (SCO)
Unytouch Manufacturing/Firebox
Upcycle Goods
UPEK
Uptime Devices
Urban Armor Gear
US Robotics
USSI
Utimaco
Utility Associates
Valcom
VanDyke Software
Vantage Point
Vantec
VARCommerce
Varonis
VDO360
Veilux
Veracity
Verbatim
Verizon
Victorinox
Victory Multimedia
Videxio
Viewer Central
ViewSonic
VIO
Vircom
Virsto
Virtuu
Visage Mobile
Visioneer
VisionMAX
Vision Wireless
Visix
Vistaquest
VM Electronics
Vtech
VuPoint
VuRyte
VXI
VXL Instruments
Warp Mechanics
Wasp Bar Code
Watchguard
Wave Systems
WD, a Western Digital Company
Webroot
Weltron
WePresent
Westinghouse
West Penn Wire
White Label Document Services
WhyGosh
WI-EX
Williams Software - Smartrack
Wincor Nixdorf
WinMagic
Winston International
Wiresoft
Wirexpress
Wizard Wall
Wolters Kluwer Health
Wombat
Women In Bags / Fabrique
Woodware Furniture
Worthington Distribution
Woven Systems
Wyse
X-IO
X-Rite Incorporated
Xerox
Xerox Scanner
XFX
Xi3
XPand Cinema
Xplore Technologies
Xsigo
XtremeMac
YouSendIt
Zend Technologies
Zettaset
Ziften Technologies
Zimbra
Zinstall
ZlagoZLINE
Zmanda
Zotac
ZTE
ZyXel
Page 291 of 432
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Page 296 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response ##ADSPO16-00005829
Attachment C: Cost Proposal 1
Attachment C: Cost Proposal
Insight’s proposed pricing for software, as outlined in Attachment C1 – Pricing Summary Sheet, is based on a
cost plus percentage above Reseller Cost, which is the price that Insight pays the Publisher or Distributor to
purchase software on behalf of the Participating State or Purchasing Entity. Insight’s cost for purposes of this
RFP does not include any administrative or other mark-up costs. Additionally, our proposed pricing is inclusive
of all costs associated with the responsibilities and related services, including but not limited to, freight and
delivery, cost of materials and product, travel expenses, transaction fees, overhead, profits, and other costs or
expenses incidental to Insight’s performance.
Insight’s proposed pricing for basic installation, training and maintenance is outlined in Attachment C2 –
Pricing Summary Sheet – Services, and includes labor rates for key job roles. Additionally, Insight has provided
proposed pricing for Global Knowledge training services as well as our Software Asset Management (SAM)
License Reconcialiation Services (LRS) which includes tiered pricing based on device count.
All cost plus percentages and labor/device rates offered by Insight shall be guaranteed for the term of the
Master Agreement, and any request for percentage or labor/device rate adjustments following the initial
Master Agreement term shall be done in accordance with Section 6 of the NASPO ValuePoint Master
Agreement Terms and Conditions.
For both software and services, Insight’s proposed pricing is a not-to-exceed amount and Insight reserves the
right to lower the price to the specific Participating State or Purchasing Entity based on individual volume
buys.
Insight has provided a percentage markup rate for each of the Key and Other Itemized Publishers listed on
Attachment C1-Pricing Summary Sheet. Insight either has a current direct reseller relationship with the
publisher, has access to the publisher via a distribution relationship, or is in the process of entering into a
reseller relationship with the publisher either directly or through a distributor. Insight’s reputation in the
industry and financial stability provides us the ability to enter in to new publisher partnerships as needs arise.
As market conditions change, Participating States and Purchasing Entities can be assured that Insight’s
contractual pricing under the Master Agreement will automatically reflect these changes. Insight’s highly
sophisticated supply chain management tools provide Insight up-to-the minute pricing with all major
publishers and distributors, and this dynamic approach to pricing allows end users to enjoy the best possible
pricing available. Additionally, our public sector contract module ensures that Participating States and
Purchasing Entities receive the correct contract pricing up front and automatically. Any cost changes will be
managed and documented over the life of the Master Agreement through Insight’s backend ERP system.
Upon notification from publishers and our distribution partners, cost changes are immediately updated in
Insight’s backend ERP system and automatically reflected in any purchase made by a Participating State or
Purchasing Entity.
Page 297 of 432
ATTACHMENT C1 - PRICING SUBMISSION SHEET
NASPO VALUEPOINT
SOFTWARE VALUE-ADDED RESELLER (SVAR)
MARKUP/DOWN
2
1
The price to Authorized Purchaser
(AP) is calculated using the
following formula: "Reseller Cost"
+ ("Reseller Cost" x
"Markup/down")
ADOBE 1.00%PROPOSER INSTRUCTIONS:
CITRIX 1.00%
MICROSOFT 0.50%
NOVELL 1.00%
SYMANTEC 1.00%
VMWARE 1.00%
AI SQUARED 1.25%
AIRWATCH MOBILE DEVICE MANAGEMENT VMWARE 1.25%
ALLIANCE ENTERPRISES 1.25%
APPLE 1.25%
ATTACHMATE – MICROFOCUS 1.25%
AUTODESK 1.25%
AUTONOMY – HP 1.25%
BAKBONE – DELL 1.25%
BARRACUDA 1.25%
BOMGAR REMOTE SOFTWARE 1.25%
CA TECHNOLOGIES 1.25%
CISCO 1.25%
COMPUTRONIX USA 1.25%
COMPUWARE 1.25%
COREL 1.25%
DOUBLETAKE 1.25%
EMC 1.25%
ENCHOICE 1.25%
ESET 1.25%
ESRI 1.25%
FREEDOM SCIENTIFIC 1.25%
GUARDIAN EDGE – SYMANTEC 1.25%
GW MICRO 1.25%
IBM 1.25%
ICM CONVERSIONS 1.25%
INFOR 1.25%
INTERMEDIX EMSYSTEMS 1.25%
HP 1.25%
HUMANWARE 1.25%
INFORMATION BUILDERS 1.25%
KRONOS SOFTWARE 1.25%
LANDESK 1.25%
LASERFISCHE 1.25%
LIQUIDWARE STATUSPHERE 1.25%
MICROFOCUS INC 1.25%
MINJET 1.25%
Enter a percentage markup or
markdown for each line in
column D. This is the
markup/down at which
proposer is offering to
provide the stated publishers'
titles. Percentages may be
listed to two decimal points.KEY ITEMIZEDOTHER ITEMIZEDPUBLISHERS
Proposer must be certified as a direct reseller for all Key Itemized
publishers. Direct reseller certification is preferred for Other Itemized
publishers
Page 298 of 432
ATTACHMENT C1 - PRICING SUBMISSION SHEET
NASPO VALUEPOINT
SOFTWARE VALUE-ADDED RESELLER (SVAR)
MPS 1.25%
MQSOFTWARE – BMC SOFTWARE 1.25%
NCIRCLE 1.25%
NETOP 1.25%
NUANCE 1.25%
ORACLE 1.25%
OSAM 1.25%
PASSPORT 1.25%
PATCHLINK 1.25%
PROOFPOINT 1.25%
RSA SECURITY 1.25%
REFERENCIA SYSTEMS 1.25%
SAP AMERICA 1.25%
SAS 1.25%
SOLUTIONS SOFTWARE 1.25%
SOPHOS 1.25%
SPLUNK SOFTWARE 1.25%
STASEEKER NETWORK INFRASTRUCTURE MONITORING 1.25%
STELLENT – ORACLE 1.25%
SUNGUARD 1.25%
SYBASE 1.25%
TECHSMITH 1.25%
TREND MICRO 1.25%
TRUSTWARE 1.25%
ULTRABAC 1.25%
VORMETRIC 1.25%
WEBSENSE 1.25%
any other non‐listed publisher 3.75%
Page 299 of 432
ATTACHMENT C2 - PRICING SUBMISSION SHEET - SERVICES
NASPO VALUEPOINT
SOFTWARE VALUE-ADDED RESELLER (SVAR)
Service being Offered as a Separate Charge Rate Unit of Measure
Service Labor Category
Business Analyst I $ 67.63 Per Hour
Service Technician $ 67.63 Per Hour
Business Analyst II $ 74.26 Per Hour
Service Technician Sr. $ 74.26 Per Hour
Supervisor Services $ 88.84 Per Hour
Business Analyst Sr. $ 88.84 Per Hour
Engineer $ 100.78 Per Hour
Engineer Sr. $ 140.56 Per Hour
Manager Services $ 165.75 Per Hour
Project Coordinator $ 198.90 Per Hour
Consultant I $ 198.90 Per Hour
Consultant II $ 218.40 Per Hour
Consultant Sr. $ 218.40 Per Hour
Project Coordinator Sr. $ 222.77 Per Hour
Senior Manager Services $ 222.77 Per Hour
Architect I $ 245.31 Per Hour
Manager Programs $ 245.31 Per Hour
Project Manager $ 245.31 Per Hour
Architect II $ 271.83 Per Hour
Project Manager Sr. $ 271.83 Per Hour
Architect Sr. $ 298.35 Per Hour
Specialty $ 430.95 Per Hour
Global Knowledge Training Services Cost Plus Reseller
Cost
Global Knowledge Training Course 7.50% Per Training Class
Page 300 of 432
ATTACHMENT C2 - PRICING SUBMISSION SHEET - SERVICES
NASPO VALUEPOINT
SOFTWARE VALUE-ADDED RESELLER (SVAR)
License Reconciliation Service (*One Publisher)
Device (PC + Server) Count One-Publisher LRS
Price Pricing Type
1-350 (Fixed Fee) $ 3,000.00 Fixed Fee
351-600 (Fixed Fee) $ 5,000.00 Fixed Fee
601-1,199 $ 8.60 Per Device
1,200-2,399 $ 5.30 Per Device
2,400-3,999 $ 4.90 Per Device
4,000-5,999 $ 4.30 Per Device
6,000-9,999 $ 3.50 Per Device
10,000-14,999 $ 3.00 Per Device
15,000-50,000 $ 1.70 Per Device
Instructions:
1. Under Column A. Service being Offered as a
Separate Charge - State the name of the Service
and provide a description of the Service.
2. Under Column B. indicate Rate
3. Under Column C. indicate Unit of Measure
(e.g. Per Hour, Per Project, Per Month, etc.)
This tiered pricing includes analysis and reconciliation of purchase history and instllation data for one
publisher. It does not include costs for help with identifying what is installed on the devices. Software
discover costs would be extra.
Page 301 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response ##ADSPO16-00005829
Attachment D: Executive Summary 1
Attachment D: Executive Summary
Solicitation Objectives
Insight understands that the State of Arizona (“AZ”), State Procurement Office, is in the process
of selecting one or more Value Added Resellers (“VAR”) to serve Participating States (“State”)
and Purchasing Entities (“Entity”) of the NASPO ValuePoint Coop eration Purchasing Program
(“NASPO ValuePoint”) Software Value Added Reseller Services contract.
Insight Solutions
Insight would like to thank the State of AZ State Procurement Office and NASPO ValuePoint for
the opportunity to submit the enclosed response for providing Commercial-Off-the-Shelf Software
(COTS), volume licensing and required support services outlined in the Scope of Work (SOW).
NASPO ValuePoint can benefit from a continuing partnership with Insight because our IT solutions
are designed with our public and private sector clients in mind. Our process knowledge, product
fulfillment, and logistics capabilities, along with our management tools and expertise, make
managing IT solutions easier while helping you control your IT costs. Based on your RFP SOW, we
are prepared to offer NASPO ValuePoint the following:
Capacity of Offeror
For over 25 years Insight has provided clients in both the public and private sector with pre-and
post-sales software licensing support. Our experience will benefit NASPO ValuePoint, States and
Entities, because we have successfully solved IT issues for thousands of similar public sector
clients, and have a deep understanding of the ins and outs of publisher programs. We have
described our experience throughout our offer.
Financial Stability: We appreciate how critical it is for any public sector client to choose
partners who are financially stable and who are in a position to manage and process POs of
any size. Insight’s sales were $5.3 billion in 2014. We have fulfilled some of the largest public
sector contracts. We know this capacity is important to your contract States and Entities.
Breadth of Software Products: Leveraging our longstanding publisher relationships, we
offer aggressive pricing for over 18,000 software titles. We can manage and track standard
and non‐standard software license agreements and reduce compliance risk and overhead. In
addition, we mitigate any delay associated with acquiring and maintaining software from
emerging publishers. We currently support a broad scope of COTS software contracts in the
public sector.
Licensing Expertise: Insight’s core competency around software is our licensing expertise.
This is not just a “value-add” we provide, or one of many services we offer; this is part of who
we are. As such, we have developed a depth of expertise regarding all the leading publishers.
All participants in the NASPO ValuePoint contract will benefit from this knowledge, whether it
be through the day-to-day advice on the best way to purchase products, the explanation of
different licensing options, the understanding of public sector special requirements that
Insight provides, or, most importantly, by having a team to work with during the complete
software licensing lifecycle.
Dedicated Resources: Insight Public Sector is solely focused on the needs of state and local
government including public safety agencies and educational institutions. Our Account Teams
build strong relationships and invest in learning about your environment and challenges. Our
experience has taught us how to provide excellent service via teams of dedicated and well -
trained individuals who ensure each entity on the NASPO ValuePoint contract receives the
individual attention they require.
Page 302 of 432
Insight RFP Response
NASPO ValuePoint
RFP for Master Agreement for
Software Value-Added Reseller (SVAR) Services
December 17, 2015 Request for Proposal Response ##ADSPO16-00005829
Attachment D: Executive Summary 2
Experience
As evidence of our many years of experience, we were awarded Microsoft’s 2014 Federal and
Global LSP of the Year. We hold the highest certifications for all top publishers and have received
multiple awards.
Insight Public Sector will bring our publisher partners to the table at every possible opportunity to
work collaboratively on activities such as contract marketing, participation in technology
conferences, webinars and more. Combining Insight Public Sector resources with the resources of
our publisher partners, we will reach more Participating States and Purchasing Entities with our
powerful value proposition. These partnerships afford your participants with the opportunity to
reduce costs by reducing the number of vendors you need to manage.
Methodology
Processes and Tools: Insight has developed and refined processes around compliance, operations,
eProcurement and account management. We have described in detail throughout our response the specific
results that your participants can expect and, more importantly, how we deliver those results.
In short—Insight’s methodology is designed to meet your needs, save you money, and provide you with
services that support your software infrastructure. We understand how difficult managing these products
can be, which is why Insight Public Sector has developed processes and tools that are dedicated to
simplifying the management of your software environment. Using our years of experience managing
software products, Insight Public Sector will enable NAPSO ValuePoint participants to save time, money
and resources, which in turn gives them more time, money, and resources to conduct their business and
serve their constituents.
People: Experience has taught us that the best tools and processes are useless without experienced
people to implement them. Insight has the best, most certified and professional people in the industry. Each
employee at Insight either supports clients directly, or supports someone else who does; we are all equally
committed to your satisfaction and success.
Conclusion
It is our belief that the requirements outlined in the SOW and the information Insight has
provided in our response make a compelling proposition for NASPO ValuePoint to select Insight to
participate in this contract. Insight has continuously evolved and grown as the IT industry has
changed. We provide significant value in IT procurement and management assistance to
government and educational entities.
Our core competencies, key advantages, past experience, and customer testimonials as
presented throughout our response give evidence to our commitment to ensuring that
Participating States and Purchasing Entities, current and future, receive the most value out of
their software investments-while decreasing their Total Cost of Ownership. We have proven our
competence to our clients, and believe we can exceed your expectations.
Page 303 of 432
ProgramSignForm(MSSign)(NA,LatAm)ExBRA,MLI(ENG)(May2020) Page 1 of 2
Document X20-12883
Program Signature Form
MBA/MBSA number 5-0000007783262
Agreement number 01E73376
Note: Enter the applicable active numbers associated with the documents below. Microsoft requires the
associated active number be indicated here, or listed below as new.
For the purposes of this form, “Customer” can mean the signing entity, Enrolled Affiliate,
Government Partner, Institution, or other party entering into a volume licensing program agreement.
This signature form and all contract documents identified in the table below are entered into between
the Customer and the Microsoft Affiliate signing, as of the effective date identified below.
Contract Document Number or Code
Enterprise Enrollment (Indirect) X20-10635
Enterprise Amendment M97 / New
Product Selection Form 1132133.003_PSF
By signing below, Customer and the Microsoft Affiliate agree that both parties (1) have received, read
and understand the above contract documents, including any websites or documents incorporated by
reference and any amendments and (2) agree to be bound by the terms of all such documents.
Customer
Name of Entity (must be legal entity name)* City of Englewood
Signature*
Printed First and Last Name*
Printed Title
Signature Date*
Tax ID
* indicates required field
Microsoft Affiliate
Microsoft Corporation
Signature
Printed First and Last Name
Printed Title
Signature Date
(date Microsoft Affiliate countersigns)
Agreement Effective Date
(may be different than Microsoft’s signature date)
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ProgramSignForm(MSSign)(NA,LatAm)ExBRA,MLI(ENG)(May2020) Page 2 of 2
Document X20-12883
Optional 2nd Customer signature or Outsourcer signature (if applicable)
Customer
Name of Entity (must be legal entity name)*
Signature*
Printed First and Last Name*
Printed Title
Signature Date*
* indicates required field
Outsourcer
Name of Entity (must be legal entity name)*
Signature*
Printed First and Last Name*
Printed Title
Signature Date*
* indicates required field
If Customer requires additional contacts or is reporting multiple previous Enrollments, include the
appropriate form(s) with this signature form.
After this signature form is signed by the Customer, send it and the Contract Documents to Customer’s
channel partner or Microsoft account manager, who must submit them to the following address. When
the signature form is fully executed by Microsoft, Customer will receive a confirmation copy.
Microsoft Corporation
Dept. 551, Volume Licensing
6880 Sierra Center Parkway
Reno, Nevada 89511
USA
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EA20201EnrGov(US)SLG(ENG)(Oct2019) Page 1 of 10
Document X20-10635
Enterprise Enrollment State and Local
Enterprise Enrollment number
(Microsoft to complete) 51514487 Framework ID
(if applicable)
Previous Enrollment number
(Reseller to complete) 64223553
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. Enrolled Affiliate represents and warrants it is the same Customer, or an Affiliate of
the Customer, that entered into the Enterprise Agreement identified on the program signature form.
This Enrollment consists of: (1) these terms and conditions, (2) the terms of the Enterprise Agreement
identified on the signature form, (3) the Product Selection Form, (4) the Product Terms, (5) the Online
Services Terms, (6) any Supplemental Contact Information Form, Previous Agreement/Enrollment form,
and other forms that may be required, and (7) any order submitted under this Enrollment. This Enrollment
may only be entered into under a 2011 or later Enterprise Agreement. By entering into this Enrollment,
Enrolled Affiliate agrees to be bound by the terms and conditions of the 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.
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. If this Enrollment is renewed, the effective date of the
renewal term will be the day after the Expiration Date of the initial term. Otherwise, the effective date will
be the date this Enrollment is accepted by Microsoft. Any reference to “anniversary date” refers to the
anniversary of the effective date of the applicable initial or renewal term for each year this Enrollment is in
effect.
Term. The initial term of this Enrollment will expire on the last day of the month, 36 full calendar months
from the effective date of the initial term. The renewal term will expire 36 full calendar months after the
effective date of the renewal term.
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 Terms and chosen by Enrolled
Affiliate under this Enrollment.
“Community” means the community consisting of one or more of the following: (1) a Government, (2) an
Enrolled Affiliate using eligible Government Community Cloud Services to provide solutions to a
Government or a qualified member of the Community, or (3) a Customer with Customer Data that is subject
to Government regulations for which Customer determines and Microsoft agrees that the use of
Government Community Cloud Services is appropriate to meet Customer’s regulatory requirements.
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EA20201EnrGov(US)SLG(ENG)(Oct2019) Page 2 of 10
Document X20-10635
Membership in the Community is ultimately at Microsoft’s discretion, which may vary by Government
Community Cloud Service.
“Enterprise Online Service” means any Online Service designated as an Enterprise Online Service in the
Product Terms 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 Terms and chosen by Enrolled Affiliate under this Enrollment. Enterprise Products
must be licensed for all Qualified Devices and Qualified Users on an Enterprise-wide basis under this
program.
“Expiration Date” means the date upon which the Enrollment expires.
“Federal Agency” means a bureau, office, agency, department or other entity of the United States
Government.
“Government” means a Federal Agency, State/Local Entity, or Tribal Entity acting in its governmental
capacity.
“Government Community Cloud Services” means Microsoft Online Services that are provisioned in
Microsoft’s multi-tenant data centers for exclusive use by or for the Community and offered in accordance
with the National Institute of Standards and Technology (NIST) Special Publication 800-145. Microsoft
Online Services that are Government Community Cloud Services are designated as such in the Use Rights
and Product Terms.
“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.
“Managed Device” means any device on which any Affiliate in the Enterprise directly or indirectly controls
one or more operating system environments. Examples of Managed Devices can be found in the Product
Terms.
“Qualified Device” means any device that is used by or for the benefit of Enrolled Affiliate’s Enterprise and
is: (1) a personal desktop computer, portable computer, workstation, or similar device capable of running
Windows Pro locally (in a physical or virtual operating system environment), or (2) a device used to access
a virtual desktop infrastructure (“VDI”). Qualified Devices do not include any device that is: (1) designated
as a server and not used as a personal computer, (2) an Industry Device, or (3) not a Managed Device. At
its option, the Enrolled Affiliate may designate any device excluded above (e.g., Industry Device) that is
used by or for the benefit of the Enrolled Affiliate’s Enterprise as a Qualified Device for all or a subset of
Enterprise Products or Online Services the Enrolled Affiliate has selected.
“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 Terms.
“Reseller” means an entity authorized by Microsoft to resell Licenses under this program and engaged by
an Enrolled Affiliate to provide pre- and post-transaction assistance related to this agreement;
“Reserved License” means for an Online Service identified as eligible for true-ups in the Product Terms,
the License reserved by Enrolled Affiliate prior to use and for which Microsoft will make the Online Service
available for activation.
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Document X20-10635
"State/Local Entity" means (1) any agency of a state or local government in the United States, or (2) any
United States county, borough, commonwealth, city, municipality, town, township, special purpose district,
or other similar type of governmental instrumentality established by the laws of Customer’s state and
located within Customer’s state’s jurisdiction and geographic boundaries.
“Tribal Entity” means a federally recognized tribal entity performing tribal governmental functions and
eligible for funding and services from the U.S. Department of Interior by virtue of its status as an Indian
tribe.
“Use Rights” means, with respect to any licensing program, the use rights or terms of service for each
Product and version published for that licensing program at the Volume Licensing Site and updated from
time to time. The Use Rights include the Product-Specific License Terms, the License Model terms, the
Universal License Terms, the Data Protection Terms, and the Other Legal Terms. The Use Rights
supersede the terms of any end user license agreement (on-screen or otherwise) that accompanies a
Product.
“Volume Licensing Site” means http://www.microsoft.com/licensing/contracts or a successor site.
2. Order requirements.
a. Minimum order requirements. Enrolled Affiliate’s Enterprise must have a minimum of 250
Qualified Users or Qualified Devices. The initial order must include at least 250 Licenses for
Enterprise Products or Enterprise Online Services.
(i) Enterprise commitment. Enrolled Affiliate must order enough Licenses to cover all
Qualified Users or Qualified Devices, depending on the License Type, with one or more
Enterprise Products or a mix of Enterprise Products and the corresponding Enterprise
Online Services (as long as all Qualified Devices not covered by a License are only used
by users covered with a user License).
(ii) Enterprise Online Services only. If no Enterprise Product is ordered, then Enrolled
Affiliate need only maintain at least 250 Subscription Licenses for Enterprise Online
Services.
b. Additional Products. Upon satisfying the minimum order requirements above, Enrolled
Affiliate may order Additional Products.
c. Use Rights for Enterprise Products. For Enterprise Products, if a new Product version has
more restrictive use rights than the version that is current at the start of the applicable initial or
renewal term of the Enrollment, those more restrictive use rights will not apply to Enrolled
Affiliate’s use of that Product during that term.
d. Country of usage. Enrolled Affiliate must specify the countries where Licenses will be used
on its initial order and on any additional orders.
e. Resellers. Enrolled Affiliate must choose and maintain a Reseller authorized in the United
States. Enrolled Affiliate will acquire its Licenses through its chosen Reseller. Orders must be
submitted to the Reseller who will transmit the order to Microsoft. The Reseller and Enrolled
Affiliate determine pricing and payment terms as between them, and Microsoft will invoice the
Reseller based on those terms. Throughout this Agreement the term “price” refers to reference
price. Resellers and other third parties do not have authority to bind or impose any obligation
or liability on Microsoft.
f. Adding Products.
(i) Adding new Products not previously ordered. New Enterprise Products or Enterprise
Online Services may be added at any time by contacting a Microsoft Account Manager or
Reseller. New Additional Products, other than Online Services, may be used if an order is
placed in the month the Product is first used. For Additional Products that are Online
Services, an initial order for the Online Service is required prior to use.
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(ii) Adding Licenses for previously ordered Products. Additional Licenses for previously
ordered Products other than Online Services may be added at any time but must be
included in the next true-up order. Additional Licenses for Online Services must be ordered
prior to use, unless the Online Services are (1) identified as eligible for true-up in the
Product Terms or (2) included as part of other Licenses.
g. True-up requirements. Enrolled Affiliate must submit an annual true-up order that accounts
for any changes since the initial order or last order. If there are no changes, then an update
statement must be submitted instead of a true-up order.
(i) Enterprise Products. For Enterprise Products, Enrolled Affiliate must determine the
number of Qualified Devices and Qualified Users (if ordering user-based Licenses) at the
time the true-up order is placed and must order additional Licenses for all Qualified Devices
and Qualified Users that are not already covered by existing Licenses, including any
Enterprise Online Services.
(ii) Additional Products. For Additional Products that have been previously ordered under
this Enrollment, Enrolled Affiliate must determine the maximum number of Additional
Products used since the latter of the initial order, the last true-up order, or the prior
anniversary date and submit a true-up order that accounts for any increase.
(iii) Online Services. For Online Services identified as eligible for true-up in the Product
Terms, Enrolled Affiliate may place a reservation order for the additional Licenses prior to
use and payment may be deferred until the next true-up order. Microsoft will provide a
report of Reserved Licenses ordered but not yet invoiced to Enrolled Affiliate and its
Reseller. Reserved Licenses will be invoiced retrospectively to the month in which they
were ordered.
(iv) Subscription License reductions. Enrolled Affiliate may reduce the quantity of
Subscription Licenses at the Enrollment anniversary date on a prospective basis if
permitted in the Product Terms, as follows:
1) For Subscription Licenses that are part of an Enterprise-wide purchase, Licenses may
be reduced if the total quantity of Licenses and Software Assurance for an applicable
group meets or exceeds the quantity of Qualified Devices and Qualified Users (if
ordering user-based Licenses) identified on the Product Selection Form, and includes
any additional Qualified Devices and Qualified Users added in any prior true-up orders.
Step-up Licenses do not count towards this total count.
2) For Enterprise Online Services that are not a part of an Enterprise-wide purchase,
Licenses can be reduced as long as the initial order minimum requirements are
maintained.
3) For Additional Products available as Subscription Licenses, Enrolled Affiliate may
reduce the Licenses. If the License count is reduced to zero, then Enrolled Affiliate’s
use of the applicable Subscription License will be cancelled.
Invoices will be adjusted to reflect any reductions in Subscription Licenses at the true-up
order Enrollment anniversary date and effective as of such date.
(v) Update statement. An update statement must be submitted instead of a true-up order if,
since the initial order or last true-up order, Enrolled Affiliate’s Enterprise: (1) has not
changed the number of Qualified Devices and Qualified Users licensed with Enterprise
Products or Enterprise Online Services; and (2) has not increased its usage of Additional
Products. This update statement must be signed by Enrolled Affiliate’s authorized
representative.
(vi) True-up order period. The true-up order or update statement must be received by
Microsoft between 60 and 30 days prior to each Enrollment anniversary date. The third-
year true-up order or update statement is due within 30 days prior to the Expiration Date,
and any license reservations within this 30 day period will not be accepted. Enrolled Affiliate
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may submit true-up orders more often to account for increases in Product usage, but an
annual true-up order or update statement must still be submitted during the annual order
period.
(vii) Late true-up order. If the true-up order or update statement is not received when due,
Microsoft will invoice Reseller for all Reserved Licenses not previously invoiced and
Subscription License reductions cannot be reported until the following Enrollment
anniversary date (or at Enrollment renewal, as applicable).
h. 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.
i. Clerical errors. Microsoft may correct clerical errors in this Enrollment, and any documents
submitted with or under this Enrollment, by providing notice by email and a reasonable
opportunity for Enrolled Affiliate to object to the correction. Clerical errors include minor
mistakes, unintentional additions and omissions. This provision does not apply to material
terms, such as the identity, quantity or price of a Product ordered.
j. Verifying compliance. Microsoft may, in its discretion and at its expense, verify compliance
with this Enrollment as set forth in the Enterprise Agreement.
3. Pricing.
a. Price Levels. For both the initial and any renewal term Enrolled Affiliate’s Price Level for all
Products ordered under this Enrollment will be Level “D” throughout the term of the Enrollment.
b. Setting Prices. Enrolled Affiliate’s prices for each Product or Service will be established by its
Reseller. Except for Online Services designated in the Product Terms as being exempt from
fixed pricing, As long as Enrolled Affiliate continues to qualify for the same price level,
Microsoft’s prices for Resellers for each Product or Service ordered will be fixed throughout the
applicable initial or renewal Enrollment term. Microsoft’s prices to Resellers are reestablished
at the beginning of the renewal term.
4. Payment terms.
For the initial or renewal order, 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
remaining installments will be invoiced on each subsequent Enrollment anniversary date. Subsequent
orders are invoiced upon acceptance of the order and Enrolled Affiliate may elect to pay annually or upfront
for Online Services and upfront for all other Licenses.
5. End of Enrollment term and termination.
a. General. At the Expiration Date, Enrolled Affiliate must immediately order and pay for Licenses
for Products it has used but has not previously submitted an order, except as otherwise
provided in this Enrollment.
b. Renewal option. At the Expiration Date of the initial term, Enrolled Affiliate can renew
Products by renewing this Enrollment for one additional 36-month term or by signing a new
Enrollment. Microsoft must receive a Renewal Form, Product Selection Form, and renewal
order prior to or at the Expiration Date. Microsoft will not unreasonably reject any renewal.
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Microsoft may make changes to this program that will make it necessary for Customer and its
Enrolled Affiliates to enter into new agreements and Enrollments at renewal.
c. If Enrolled Affiliate elects not to renew.
(i) Software Assurance. If Enrolled Affiliate elects not to renew Software Assurance for any
Product under its Enrollment, then Enrolled Affiliate will not be permitted to order Software
Assurance later without first acquiring a new License with Software Assurance.
(ii) Online Services eligible for an Extended Term. For Online Services identified as eligible
for an Extended Term in the Product Terms, 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 as
of the Expiration Date plus a 3% administrative fee for up to one year. If Enrolled
Affiliate wants an Extended Term, Enrolled Affiliate must submit a request to Microsoft
at least 30 days prior to the Expiration Date.
2) Cancellation during Extended Term. At any time during the first year of the
Extended Term, Enrolled Affiliate may terminate the Extended Term by submitting a
notice of cancellation to Microsoft for each Online Service. Thereafter, either party
may terminate the Extended Term by providing the other with 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 or issued the notice.
(iii) Subscription Licenses and Online Services not eligible for an Extended Term. If
Enrolled Affiliate elects not to renew, 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.
d. Termination for cause. Any termination for cause of this Enrollment will be subject to the
“Termination for cause” section of the Agreement. In addition, it shall be a breach of this
Enrollment if Enrolled Affiliate or any Affiliate in the Enterprise that uses Government
Community Cloud Services fails to meet and maintain the conditions of membership in the
definition of Community.
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, or if Microsoft terminates an
Online Service for regulatory reasons, Microsoft will issue Reseller a credit for any amount paid
in advance for the period after termination.
6. Government Community Cloud.
a. Community requirements. If Enrolled Affiliate purchases Government Community Cloud
Services, Enrolled Affiliate certifies that it is a member of the Community and agrees to use
Government Community Cloud Services solely in its capacity as a member of the Community
and, for eligible Government Community Cloud Services, for the benefit of end users that are
members of the Community. Use of Government Community Cloud Services by an entity that
is not a member of the Community or to provide services to non-Community members is strictly
prohibited and could result in termination of Enrolled Affiliate’s license(s) for Government
Community Cloud Services without notice. Enrolled Affiliate acknowledges that only
Community members may use Government Community Cloud Services.
b. All terms and conditions applicable to non-Government Community Cloud Services also apply
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Document X20-10635
to their corresponding Government Community Cloud Services, except as otherwise noted in
the Use Rights, Product Terms, and this Enrollment.
c. Enrolled Affiliate may not deploy or use Government Community Cloud Services and
corresponding non-Government Community Cloud Services in the same domain.
d. Use Rights for Government Community Cloud Services. For Government Community
Cloud Services, notwithstanding anything to the contrary in the Use Rights:
(i) Government Community Cloud Services will be offered only within the United States.
(ii) Additional European Terms, as set forth in the Use Rights, will not apply.
(iii) References to geographic areas in the Use Rights with respect to the location of Customer
Data at rest, as set forth in the Use Rights, refer only to the United States.
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Document X20-10635
Enrollment Details
1. Enrolled Affiliate’s Enterprise.
a. Identify which Agency Affiliates are included in the Enterprise. (Required) Enrolled Affiliate’s
Enterprise must consist of entire offices, bureaus, agencies, departments or other entities of
Enrolled Affiliate, not partial offices, bureaus, agencies, or departments, or other partial entities.
Check only one box in this section. If no boxes are checked, Microsoft will deem the Enterprise
to include the Enrolled Affiliate only. If more than one box is checked, Microsoft will deem the
Enterprise to include the largest number of Affiliates:
Enrolled Affiliate only
Enrolled Affiliate and all Affiliates
Enrolled Affiliate and the following Affiliate(s) (Only identify specific affiliates to be included
if fewer than all Affiliates are to be included in the Enterprise):
Enrolled Affiliate and all Affiliates, with following Affiliate(s) excluded:
b. 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. The primary contact will be the default
contact for all purposes unless separate contacts are identified for specific purposes
Name of entity (must be legal entity name)* City of Englewood
Contact name* First Jeromy Last King
Contact email address* jking@englewoodco.gov
Street address* 1000 Englewood Parkway
City* Englewood
State* CO
Postal code* 80110-2304-
(Please provide the zip + 4, e.g. xxxxx-xxxx)
Country* United States
Phone* 303-783-6831
Tax ID
* indicates required fields
b. Notices contact and Online Administrator. This contact (1) receives the contractual notices,
(2) is the Online Administrator for the Volume Licensing Service Center and may grant online
access to others, and (3) is authorized to order Reserved Licenses for eligible Online Servies,
including adding or reassigning Licenses and stepping-up prior to a true-up order.
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Document X20-10635
Same as primary contact (default if no information is provided below, even if the box is not
checked).
Contact name* First Jeromy Last King
Contact email address* jking@englewoodco.gov
Street address* 1000 Englewood Parkway
City* Englewood
State* CO
Postal code* 80110-2304-
(Please provide the zip + 4, e.g. xxxxx-xxxx)
Country* United States
Phone* 303-783-6831
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.
* indicates required fields
c. 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 and
step-up prior to a true-up order.
Same as notices contact and Online Administrator (default if no information is provided below,
even if box is not checked)
Contact name*: First Jeromy Last King
Contact email address* jking@englewoodco.gov
Phone* 303-783-6831
This contact is from a third party organization (not the entity). Warning: This contact receives
personally identifiable information of the entity.
* indicates required fields
d. Reseller information. Reseller contact for this Enrollment is:
Reseller company name* Insight Direct USA, Inc.
Street address (PO boxes will not be accepted)* 6820 South Harl Avenue
City* Tempe
State* AZ
Postal code* 85283
Country* United States
Contact name* Software *Contract Support
Phone* 800-624-0503
Contact email address* contractsupport@insight.com
* indicates required fields
By signing below, the Reseller identified above confirms that all information provided in this
Enrollment is correct.
Signature*
Printed name*
Printed title*
Date*
* indicates required fields
Changing a Reseller. If Microsoft or the Reseller chooses to discontinue doing business with
each other, Enrolled Affiliate must choose a replacement Reseller. If Enrolled Affiliate or the
Reseller intends to terminate their relationship, the initiating party must notify Microsoft and the
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Document X20-10635
other party using a form provided by Microsoft at least 90 days prior to the date on which the
change is to take effect.
e. If Enrolled Affiliate requires a separate contact for any of the following, attach the Supplemental
Contact Information form. Otherwise, the notices contact and Online Administrator remains
the default.
(i) Additional notices contact
(ii) Software Assurance manager
(iii) Subscriptions manager
(iv) Customer Support Manager (CSM) contact
3. Financing elections.
Is a purchase under this Enrollment being financed through MS Financing? Yes, No.
If a purchase under this Enrollment is financed through MS Financing, and Enrolled Affiliate chooses not to
finance any associated taxes, it must pay these taxes directly to Microsoft.
Page 315 of 432
AmendmentApp v4.0 M97 B
Page 1 of 2
Amendment to Contract Documents
Enrollment Number
5-0000007783262
This amendment (“Amendment”) is entered into between the parties identified on the attached program
signature form. It amends the Enrollment or Agreement identified above. All terms used but not defined
in this Amendment will have the same meanings provided in that Enrollment or Agreement.
Enterprise Enrollment (Indirect)
Invoice for Quoted Price
Amendment ID M97
The price quoted to Enrolled Affiliate’s Reseller is a fixed price based on an estimated order submission
date. Microsoft will invoice Enrolled Affiliate’s Reseller based on this fixed price quote. If this order is
submitted later than the estimated order submission date, Enrolled Affiliate’s Reseller will be charged
for net new Monthly Subscriptions (including Online Services) for the period during which these services
were not provided. Pricing to Enrolled Affiliate is agreed between Enrolled Affiliate and Enrolled
Affiliate’s Reseller.
SKU Number SKU Description Existing Quantity Incremental
quantities
AAD-34704 M365 E3 GCC Unified
ShrdSvr ALNG SubsVL
MVL PerUsr
650
P3U-00001 VisioPlan2GCC ShrdSvr
ALNG SubsVL MVL
PerUsr
75
LK3-00001 Audio Conferencing GCC
Sub Per User
75
DDJ-00001 Power BI Pro GCC Sub
Per User
21
7MS-00001 Project Plan3 GCC
Shared All Lng Subs VL
MVL Per User
30
Except for changes made by this Amendment, the Enrollment or Agreement identified above remains
unchanged and in full force and effect. If there is any conflict between any provision in this Amendment
and any provision in the Enrollment or Agreement identified above, this Amendment shall control.
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AmendmentApp v4.0 M97 B
Page 2 of 2
Microsoft Internal Use Only:
(M97)EnrAmend(Ind)(InvoiceforQuotedPrice)(
WW)(ENG)(Oct2020)(IU).docx
M97 B
This Amendment must be attached to a signature form to be valid.
Page 317 of 432
Enterprise Enrollment Product Selection Form
Page 1 of 2
MS Quote EA-EASProdSelForm(WW)(ENG)
1132133.003
Unless otherwise indicated in the associated contract documents, the price level for each Product offering / pool is set as described
above, based upon the quantity to price level mapping below:
NOTES
Proposal ID Enrollment Number
Language: English (United States)
Enrolled Affiliate's Enterprise Products and Enterprise Online Services summary for the initial order:
Profile Qualified
Devices
Qualified Users Device / User
Ratio
Enterprise Product Platform CAL Licensing
Model
Enterprise
650
650
1.0
No
User Licenses
Products
Enterprise Quantity
Microsoft 365 Enterprise
Microsoft 365 E3 USL 650
Enrolled Affiliate’s Product Quantities:
Price Group 1 2 3 4
Enterprise Products Office Professional Plus +
Office 365 ProPlus + Office
365 (Plans E3 and E5) +
Microsoft 365 Enterprise
Client Access License +
Office 365 (Plans E1, E3
and E5) + Microsoft 365
Enterprise
Client Access
License + Windows
Intune + EMS USL +
Microsoft 365
Enterprise
Win E3 + Win E5 +
Win VDA +
Microsoft 365
Enterprise
Quantity 650 650 650 650
Enrolled Affiliate’s Price Level:
Product Offering / Pool Price Level
Enterprise Products and Enterprise Online Services USLs: Unless otherwise indicated in associated contract
documents, Price level set using the highest quantity from Groups 1 through 4.
D
Additional Product Application Pool: Unless otherwise indicated in associated contract documents, Price level
set using quantity from Group 1.
D
Additional Product Server Pool: Unless otherwise indicated in associated contract documents, Price level set
using the highest quantity from Group 2 or 3.
D
Additional Product Systems Pool: Unless otherwise indicated in associated contract documents, Price level set
using quantity from Group 4.
D
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Enterprise Enrollment Product Selection Form
Page 2 of 2
MS Quote EA-EASProdSelForm(WW)(ENG)
Quantity of Licenses and Software Assurance
Price Level
2,399 and below A
2,400 to 5,999 B
6,000 to 14,999 C
15,000 and above D
Note 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.
Note 2: 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 “A” throughout the term of the Enrollment. Refer to the Qualifying
Government Entity Addendum pricing provision for more details on price leveling.
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PrevEnrAgrForm(WW)(ENG)(Oct2019) Page 1 of 1
Document X20-12873
Previous Enrollment(s)/Agreement(s) Form
Entity Name: City of Englewood
Contract that this form is attached to: State Local Government
For the purposes of this form, “entity” can mean the signing entity, Customer, Enrolled Affiliate,
Government Partner, Institution, or other party entering into a volume licensing program agreement.
Please provide a description of the previous Enrollment(s), Agreement(s), Purchasing Account(s),
and/or Affiliate Registration(s) being renewed or consolidated into the new contract identified above.
a. Entity may select below any previous contract(s) from which to transfer MSDN subscribers
to this new contract. Entity shall ensure that each MSDN subscriber transferred is either
properly licensed under the new contract or is removed.
b. Entity may select below only one previous contract from which to transfer the Software
Assurance (SA) Benefit contact details, i.e., benefits contact (not the SA manager) and the
program codes, to this new contract.
c. An Open License cannot be used to transfer either the SA Benefit details or MSDN
subscribers.
d. The date of the earliest expiring Enrollment/Agreement that contains SA or Online Services
will be the effective date of the new contract (or SA coverage period for Select Plus).
e. Please insert the number of the earliest expiring Enrollment/Agreement with SA or Online
Services in the appropriate fields of the new contract.
Enrollment/Agreement/
Purchasing Account/Affiliate
Registration Description
Enrollment/Agreement/
Purchasing Account/Affiliate
Registration Public Customer
Number
Transfer
SA Benefit
Contact
Transfer
MSDN
Subscribers
Standard Enrollment 64223553 X
Page 320 of 432
COUNCIL COMMUNICATION
TO: Mayor and Council
FROM: Dan Poremba
DEPARTMENT: Community Development
DATE: December 13, 2021
SUBJECT: Contract Renewal for Kaplan, Kirsch and Rockwell
DESCRIPTION:
2022 outside legal services for items related to CityCenter
RECOMMENDATION:
In accordance with a recommendation from the board of the Englewood Environmental
Foundation (EEF), approved by motion at the December 2, 2021 EEF board meeting, staff
recommends that the Englewood City Council approve a 2022 Professional Services Agreement
(PSA) Renewal Extension with Kaplan Kirsch & Rockwell LLP (KKR) for the first 6 months of
2022. Staff recommends that KKR continue to serve as special counsel for various CityCenter
Englewood redevelopment matters. It is anticipated that the KKR PSA will be assessed again at
mid-year 2022 for possible extension through year-end 2022. KKR has served in this role since
2019. The two potential 2022 extensions would constitute one of the two, one-year options to
extend as provided in the 2021 PSA with KKR.
PREVIOUS COUNCIL ACTION:
City council approved the initial 2019 PSA with KKR by motion on February 19, 2019. This
followed the February 1, 2019 EEF board motion recommending city council approval of KKR to
serve as special counsel for CityCenter redevelopment matters. The 2019 contract included a
one-year renewal at the discretion of city council, with advisement from the EEF board. The
one-year renewal recommendation to city council was approved by EEF board motion on
December 6, 2019, with city council’s approval occurring by motion on January 6, 2020. The
2021 PSA with KKR (including two, one-year options to extend) was approved by city council
motion on January 4, 2021, following a December 7, 2020 EEF board motion recommending
council approval of the 2021 PSA.
SUMMARY:
In order to protect the City of Englewood’s and EEF’s various interests, Community
Development staff and the city attorney originally recommended the selection of KKR for a
special counsel role following a competitive procurement process. In light of the focused
involvement of KKR over the past three years in a variety of sensitive CityCenter redevelopment
legal matters and continuing negotiations, all of which have been provided at a high level of
performance, staff recommends continuing with KKR for 2022. This recommendation has been
reviewed with the city attorney.
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KKR will work under the overall direction of the project team in association with any other
consultants involved with the project team, and in a day-to-day supporting role to the Chief
Redevelopment Officer of the city. KKR will continue to work collaboratively with the City of
Englewood City Attorney’s Office, attorneys for EEF, and the EEF board. They will also be
available to address city council questions on CityCenter redevelopment matters. KKR’s
monthly billing statements are reviewed in detail for accuracy and consistency with all legal
services performed during each month.
ANALYSIS:
The updated scope of legal services to be performed by KKR in 2022 includes the following:
a.Advise and assist the city and EEF on ground lease matters pertaining to the former
Weingarten property, including communications and amendment negotiations with the
original bondholder group represented by LNR Partners (a special servicer), preparation
and negotiation of a Framework Agreement and related documents, and other matters,
b.Evaluation of city charter requirements pertaining to city and EEF real property
transactions,
c.Assist in preparing and negotiating Master Development Agreement and ancillary
agreements with selected master developer, SKB,
d.Advise and assist the city and EEF on related matters, including possible special district
and public finance strategies,
e.Advise and assist the city and EEF on matters pertaining to evaluating the possible
dissolution of EEF, including a possible determination of the dissolution process and
preparation of the necessary documents,
f.Advise on issues related to the city’s consideration of zoning classifications for CityCenter
property,
g.Assist in preparing and negotiating various agreements and documents (including
developer covenants) with the three or more anticipated buyers of the former Weingarten
property selected by LNR Partners,
h.Assist in preparing and negotiating with RTD an amendment to the 2002 Permanent
Transit Easement concerning, among other matters, a reduction in shared RTD parking,
i.Assist in investigating the ground lease on the north parking lot (the city is the ground
lessee), including all aspects of the ground lessor’s continuing right of termination,
j.Advise on issues pertaining to the possible procurement of a replacement master
developer, if necessary, including the proactive investigation of a potential unsolicited
proposal policy, and
k.Assist in preparing and negotiating an amendment to the Easements, Covenants and
Restrictions (ECR) Agreement with Walmart.
Page 322 of 432
CONCLUSION:
Based on the December 2, 2021 recommendation of the EEF board, staff recommends that city
council approve a six-month 2022 Professional Services Renewal Agreement in the amount of
$100,000 with Kaplan Kirsch & Rockwell LLP from January 1 through June 30, 2022.
FINANCIAL IMPLICATIONS:
For the past three years, the EEF board approved the payment of KKR’s special counsel legal
fees from EEF’s Central Cash-Unrestricted Balance account. The contract maximum for 2019
was $90,000. For 2020, the contract maximum was $150,000. For 2021, the contract maximum
is $165,000, inclusive of a ten percent contingency. Staff recommends that the 2022 special
counsel legal fees again be funded from EEF’s Central Cash-Unrestricted Balance account and
that the contract maximum be set at $100,000 for the first six months of 2022. Subject to a mid-
year 2022 evaluation, staff will submit an updated recommendation to the EEF board, and
subsequently to the city council, for the recommended contract scope and budget for the
second half of 2022. It is generally anticipated that the recommended compensation for the
second-half of the year would also total $100,000.
ATTACHMENTS:
Contract Approval Summary
6-month 2022 Professional Services Agreement Renewal Extension with Kaplan Kirsch &
Rockwell LLP
2021 Professional Services Agreement with Kaplan Kirsch & Rockwell
Page 323 of 432
Contract Approval Summary
March 2019 Update
Page | 1
Contact Identification Information (to be completed by the City Clerk)
ID number: Authorizing Resolution/Ordinance:
Recording Information:
City Contact Information
Staff Contact Person: Dan Poremba Phone: 303.762.2366
Title: Chief Redevelopment Officer Email: dporemba@englewoodco.gov
Vendor Contact Information
Vendor Name: Kaplan Kirsch & Rockwell LLP Vendor Contact: Sarah Rockwell
Vendor Address: 1675 Broadway, Suite 2300 Vendor Phone: 303.825.7000
City: Denver Vendor Email: srockwell@kaplankirsch.com
State: CO Zip Code: 80202
Contract Type
Contract Type:Professional Services
Description of ‘Other’ Contract Type:
Description of Contract Work/Services:
Attachments:
☒Contract -- ☐Original ☒Copy
☐Addendum(s)
☐Exhibit(s)
☐Certificate of Insurance
Summary of Terms:
Start Date: January 1, 2022 End Date: June 30, 2022 Total Years of Term: 6 months
Total Amount of Contract for term (or estimated amount
if based on item pricing):
Not to Exceed $100,000
If Amended: Original Amount
$ 150,000 Amendment Amount
$100,000
Total as Amended:
$ 250000
Renewal options available:
Payment terms (please describe
terms or attach schedule if
based on deliverables):
Consultant will be paid within 30 days of receipt of invoice
for work completed.
Attachments:
☐Copy of original Contract if this is an Amendment
☐Copies of related Contracts/Conveyances/Documents
Consultant will work under the overall direction of the Project Team in association with any
other consultants involved with the Project Team, and in a day-to-day supporting role to the
Chief Redevelopment Officer of the City. Consultant will be expected to work closely and
collaboratively with the City of Englewood City Attorney’s Office, Attorneys for the Englewood
Environmental Foundation (EEF), and the EEF Board of Directors.
Page 324 of 432
Contract Approval Summary
March 2019 Update
Page | 2
Source of Funds (Insert Excel Document Image):
Attachment (For Capital Items Only / Expense Line Item Detail is Located in Open Gov):
☐Prior Month-End Project Status and Fund Balance Report
Process for Choosing Vendor (Check Box):
☐Bid: ☐ Bid Evaluation Summary attached
☐Bid Response of Proposed Awardee
☐RFP: ☐ RFP Evaluation Summary Attached
☐RFP Response of Proposed Awardee
☐Quotes: Copy of Quotes attached
☐Optimal Source: Provide Detailed Explanation:
☐Sole Source (Use as much space as necessary for detailed explanation):
☐Qualification Based Selection / Best Value* (Continue on Next Page)
*Note: Qualifications Based Selection / Best Value Justification detailed explanation may include
the following information, but is not limited to:
1.) Product and provider reliability
2.) Product and project understanding
3.) Product availability / Low risk solution
4.) Ability to connect to with current City of Englewood IT systems
5.) Familiarization with the City of Englewood
CAPITAL ONLY A B C 1 = A‐B‐C
Capital
Operating Year
Tyler / New World
Project # / Task# Fund Division Object Line Item Description Budget
Spent to
Date
Contract
Amount
Budget
Remaining
85 8501 54201 EEF Funds ‐$ $ 100,000.00
‐$ ‐$
‐$
‐$
Total by Fund and Current Year ‐$ ‐$ ‐$100,000.00 $
‐$ ‐$ ‐$ ‐$
‐$ ‐$ ‐$ ‐$
‐$ ‐$ ‐$ ‐$
Grand Total ‐$ ‐$ ‐$ 100,000.00 $
NOTES (if needed): For Operating Expense Line Item Detail, please review information provided in OpenGov. For Capital items, please review Attachment ‐ Prior
Month Project Status and Fund Balance Report
CAPITAL & OPERATING EXPENSE
2022
Please Note: EEF has $650,000 in available funds.
Page 325 of 432
AMENDMENT #1
TO
THE PROFESSIONAL SERVICES AGREEMENT
CONTRACT NUMBER PSA/20-85
BETWEEN
KAPLAN KIRSCH ROCKWELL LLP
AND THE
CITY OF ENGLEWOOD
FOR PROFESSIONAL SERVICES IN THE AREA OF: CONSULTING LEGAL SERVICES
NOT TO EXCEED $100,000.00
THIS Amendment #1 to the Professional Services Agreement Contract Number PSA/20-
85, made and entered into on this ________ day of November, 2021 by the City of Englewood,
hereinafter referred to as “City”, and Kaplan Kirsch Rockwell LLP, hereinafter referred to as
“Consultant”, and collectively referred to as the “Parties”.
WHEREAS, the Parties entered into a Professional Services Agreement Contract Number
PSA/20-85 (“PSA”) for the provision of consulting legal services associated with development
projects of the Community Development Department;
WHEREAS, pursuant to Section 8 of the PSA, the parties may agree to extend the
Agreement for two additional one-year periods; and
WHEREAS, during the past year, Consultant has been instrumental in providing legal
services to its client, the City, including working with the Community Development Department,
the City Attorney’s Office, Attorneys for the Englewood Environmental Foundation (“EEF”), and
the EEF Board of Directors to the satisfaction of the City and the Community Development
Department;
WHEREAS, the Parties desire to extend the PSA for an additional six-month period; and
WHEREAS, the Parties will continue to operate and abide by the terms and conditions of
PSA/20-85.
NOW, THEREFORE, the City and Consultant agree to this Amendment #1 as follows:
I. SCHEDULE A – OUTLINE OF STATEMENT OF WORK
The Outline of Statement of Work attached hereto as Attachment A and incorporated herein
by reference outlines the understanding and performance that each Party shall provide to the other
pursuant to the terms and conditions of the PSA and this Amendment #1 for the next six (6)
months, January 1, 2022 to June 30, 2022. The attached Attachment A shall replace the
Attachment A Outline of Statement of Work as contained in the PSA.
Page 326 of 432
II. COMPENSATION
Compensation and Payment for the services described in the Outline of Statement of Work,
attached hereto, shall be per the terms of Section 4 of the PSA and Section 9 of the attached
Statement of Work, in an amount not to exceed $100,000.00.
III. FURTHER AMENDMENTS
The PSA shall be subject to all provisions of applicable state and federal law, even if not
specifically incorporated by reference. Moreover, any reference in the PSA to the term “illegal
alien” shall be replaced by the term “worker without authorization.”
IV. INCORPORATION BY REFERENCE OF PSA
Except as specifically modified herein, all other terms and conditions of the PSA are
incorporated by reference as if fully set forth herein, and shall continue in full force and effect until
the earlier of (a) expiration or termination of this Amendment #1, or (b) mutual agreement in
writing by the Parties hereto.
IN WITNESS WHEREOF, the City and Consultant do hereby execute this Amendment #1
to the Professional Services Agreement (PSA/20-85), and dated this November ____, 2021.
CITY OF ENGLEWOOD
By: __________________________________ Date:_______________________________
(Mayor)
By: __________________________________ Date________________________________
(Department Director)
By: __________________________________ Date:_______________________________
KAPLAN KIRSCH ROCKWELL LLP
By: __________________________________
Title: __________________________________
Date: __________________________________
Page 327 of 432
SCHEDULE A
OUTLINE OF STATEMENT OF WORK
1. GENERAL
Statement of Work for Professional Services Agreement between the City of Englewood,
Community Development Department (City) and Kaplan Kirsch Rockwell LLP
(Consultant), 1675 Broadway, Suite 2300, Denver, Colorado 80202 effective January 1,
2022 through June 30, 2022, with a one-year extension.
2. NAMES, PHONE NUMBERS AND EMAILS OF PROJECT COORDINATORS
Community Development:
Dan Poremba, Chief Redevelopment Officer
303.762.2366
dporemba@englewoodco.gov
Kaplan Kirsch & Rockwell LLP:
Sarah Rockwell, Partner
(303) 825-7000
srockwell@kaplankirsch.com
3. SUMMARY OF PURPOSE FOR STATEMENT OF WORK
Consultant will work under the overall direction of the Project Team in association with
any other consultants involved with the Project Team, and in a day-to-day supporting
role to the Chief Redevelopment Officer of the City. Consultant will be expected to work
closely and collaboratively with the City of Englewood City Attorney’s Office, Attorneys
for the Englewood Environmental Foundation (EEF), and the EEF Board of Directors.
A key aspect of Consultant’s role will be to advise the City Council and be available as
needed to answer Council questions concerning various legal aspects of CityCenter
redevelopment. Due to the nature of the services and the shared interests of the City
and EEF on the matters set forth in this Schedule A, Consultant acknowledges that while
the City is Consultant’s client, its compensation will be funded by EEF.
4. EQUIPMENT AND PROGRAMMING TO BE PROVIDED BY CITY (IF ANY)
N/A
5. OTHER CONSULTANT RESOURCES
No additional consultants shall be engaged without prior written approval by the City.
Should the need arise for additional services, Consultant will coordinate any concurrent
work of other consultants engaged directly by the City.
6. DESCRIPTION OF WORK PRODUCT AND DELIVERABLES
The Consultant shall perform the legal services outlined below:
Page 328 of 432
a. Advise and assist the City and EEF on ground lease matters, including related
communications and amendment negotiations with the original bondholder group
presented by LNR Partners (a special servicer), preparation and negotiation of a
Framework Agreement and related documents, and other matters.
b. Evaluation of City Charter limitations pertaining to City and EEF real property
transactions.
c. Assist in preparing and negotiating Master Development Agreement and ancillary
agreements with selected master developer.
d. Advise and assist the City and EEF on related matters, including possible special
district and public finance strategies.
e. Advise and assist the City and EEF on matters pertaining to evaluating the possible
dissolution of EEF, including a possible determination of the dissolution process
and preparation of the necessary documents.
f. Advise on issues related to City’s consideration of zoning classifications for
CityCenter property.
g. Assist in preparing and negotiating various agreements and documents (including
developer covenants) with the three or more anticipated buyers of the former
Weingarten property selected by LNR Partners.
h. Assist in preparing and negotiating with RTD an amendment to the 2002
Permanent Transit Easement dealing with, among other things, a reduction in
shared RTD parking.
i. Assist in investigating the ground lease on the north parking lot (City is the ground
lessee), including all aspects of the ground lessor’s continuing right of termination.
j. Advise on issues pertaining to the possible procurement of a replacement master
developer, if necessary, including the proactive investigation of a potential
Unsolicited Proposal Policy.
k. Assist in preparing and negotiating an amendment to the Encumbrances,
Covenants, and Restrictions (ECR) Agreement with Walmart.
7. SPECIAL TERMS, IF ANY
Consultant will charge the City an hourly rate for the project based on the following table,
up to $100,000.
Sarah M. Rockwell $465/hour
Stephen H. Kaplan $465/hour
Bill Silberstein $465/hour
Brent E. Butzin $465/hour
Heather J. Haney $430/hour
Page 329 of 432
Chris Jensen $430/hour
Hanna R. Gustafsson $350/hour
Reimbursable expenses are in addition to compensation for basic services and include
expenses incurred by the Consultant in the interest of the Project. Expenses include
travel expenses, mileage, parking, reproduction costs, plotting and preparation of
electronic media, postage and delivery services that will be billed at actual cost.
8. MODE OF PAYMENT
Payment will be made to Consultant in the form of a check.
9. PAYMENT SCHEDULE
Consultant shall submit an invoice to the City for work completed and reimbursable
expenses incurred on a monthly basis. City will pay Consultant within 30 days of receipt
of said invoice.
10. SCHEDULE AND PERFORMANCE MILESTONES
All deliverables will be completed to the satisfaction of the City no later than June 30,
2022.
11. ACCEPTANCE AND TESTING PROCEDURES
N/A
12. LOCATION OF WORK FACILITIES
Substantially all work will be conducted by Consultant at its regular office located at 1675
Broadway, Suite 2300 Denver, Colorado 80202.
IN WITNESS WHEREOF, pursuant and in accordance with the Professional Services Agreement
between the parties hereto dated _______________, 20__, the parties have executed this
Statement of Work as of this ______ day of ________________, 20__.
Page 330 of 432
CITY OF ENGLEWOOD, COLORADO
By: __________________________________ Date_______________________________
(Mayor)
By: __________________________________ Date: _____________________________
(Department Director)
By: __________________________________ Date: ______________________________
(City Manager)
KAPLAN, KIRSCH, ROCKWELL, LLP
By: _____
(Signature)
__________________________________
(Print Name)
Title: __________________________________
Date: __________________________________
Sarah Rockwell
Partner
November 10, 2021
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1000 Englewood Parkway, Englewood, Colorado 80110-2373
(303) 761-2300 www.englewoodco.gov
1
PSA # 20-85
PROFESSIONAL SERVICES AGREEMENT
Contract Number PSA/20-85 $165,000
Consulting Legal Services
This Professional Services Agreement (the “Agreement”) is made as of this _____ day of
____________, 20__, (the “Effective Date”) by and between Kaplan Kirsch Rockwell LLP, a Colorado
corporation (“Consultant”), and The City of Englewood, Colorado, a municipal corporation organized
under the laws of the State of Colorado (“City”).
City desires that Consultant, from time to time, provide certain consulting services, systems
integration services, data conversion services, training services, and/or related services as described
herein, and Consultant desires to perform such services on behalf of City on the terms and conditions
set forth herein.
In consideration of the foregoing and the terms hereinafter set forth and other good and valuable
consideration, the receipt and sufficiency of which are hereby acknowledged, the parties hereto,
intending to be legally bound, agree as follows:
1. Definitions. The terms set forth below
shall be defined as follows:
(a) “Intellectual Property Rights”
shall mean any and all (by whatever name or
term known or designated) tangible and
intangible and now known or hereafter existing
(1) rights associate with works of authorship
throughout the universe, including but not
limited to copyrights, moral rights, and mask-
works, (2) trademark and trade name rights
and similar rights, (3) trade secret rights, (4)
patents, designs, algorithms and other
industrial property rights, (5) all other
intellectual and industrial property rights (of
every kind and nature throughout the universe
and however designated) (including logos,
“rental” rights and rights to remuneration),
whether arising by operation of law, contract,
license, or otherwise, and (6) all registrations,
initial applications, renewals, extensions,
continuations, divisions or reissues hereof now
or hereafter in force (including any rights in any
of the foregoing).
(b)“Work Product” shall mean all
patents, patent applications, inventions,
designs, mask works, processes,
methodologies, copyrights and copyrightable
works, trade secrets including confidential
information, data, designs, manuals, training
materials and documentation, formulas,
knowledge of manufacturing processes,
methods, prices, financial and accounting data,
products and product specifications and all
other Intellectual Property Rights created,
developed or prepared, documented and/or
delivered by Consultant, pursuant to the
provision of the Services.
2. Statements of Work. During the term
hereof and subject to the terms and conditions
contained herein, Consultant agrees to
provide, on an as requested basis, the
consulting services, systems integration
services, data conversion services, training
services, and related services (the “Services”)
as further described in Attachment A (the
“Statement of Work”) for City, and in such
additional Statements of Work as may be
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PSA # 20-85
executed by each of the parties hereto from
time to time pursuant to this Agreement. Each
Statement of Work shall specify the scope of
work, specifications, basis of compensation
and payment schedule, estimated length of
time required to complete each Statement of
Work, including the estimated start/finish
dates, and other relevant information and shall
incorporate all terms and conditions contained
in this Agreement
3. Performance of Services.
(a) Performance. Consultant shall
perform the Services necessary to complete all
projects outlined in a Statement of Work in a
timely and professional manner consistent with
the specifications, if any, set forth in the
Statement of Work, and in accordance with
industry standards. Consultant agrees to
exercise the highest degree of professionalism,
and to utilize its expertise and creative talents
in completing the projects outlined in a
Statement of Work.
(b) Delays. Consultant agrees to
notify City promptly of any factor, occurrence,
or event coming to its attention that may affect
Consultant’s ability to meet the requirements of
the Agreement, or that is likely to occasion any
material delay in completion of the projects
contemplated by this Agreement or any
Statement of Work. Such notice shall be given
in the event of any loss or reassignment of key
employees, threat of strike, or major equipment
failure. Time is expressly made of the essence
with respect to each and every term and
provision of this Agreement.
(c) Discrepancies. If anything
necessary for the clear understanding of the
Services has been omitted from the Agreement
specifications or it appears that various
instructions are in conflict, Consultant shall
secure written instructions from City’s project
director before proceeding with the
performance of the Services affected by such
omissions or discrepancies.
4. Invoices and Payment. Unless
otherwise provided in a Statement of Work,
City shall pay the amounts agreed to in a
Statement of Work within thirty (30) days
following the acceptance by City of the work
called for in a Statement of Work by City.
Acceptance procedures shall be outlined in the
Statement of Work. If City disputes all or any
portion of an invoice for charges, then City
shall pay the undisputed portion of the invoice
by the due date and shall provide the following
notification with respect to the disputed portion
of the invoice. City shall notify Consultant as
soon as possible of the specific amount
disputed and shall provide reasonable detail as
to the basis for the dispute. The parties shall
then attempt to resolve the disputed portion of
such invoice as soon as possible. Upon
resolution of the disputed portion, City shall
pay to Consultant the resolved amount.
5. Taxes. City is not subject to
taxation. No federal or other taxes (excise,
luxury, transportation, sales, etc.) shall be
included in quoted prices. City shall not be
obligated to pay or reimburse Consultant for
any taxes attributable to the sale of any
Services which are imposed on or measured
by net or gross income, capital, net worth,
franchise, privilege, any other taxes, or
assessments, nor any of the foregoing
imposed on or payable by Consultant. Upon
written notification by City and subsequent
verification by Consultant, Consultant shall
reimburse or credit, as applicable, City in a
timely manner, for any and all taxes
erroneously paid by City. City shall provide
Consultant with, and Consultant shall accept in
good faith, resale, direct pay, or other
exemption certificates, as applicable.
6. Out of Pocket Expenses. Consultant
shall be reimbursed only for expenses which
are expressly provided for in a Statement of
Work or which have been approved in advance
in writing by City, provided Consultant has
furnished such documentation for authorized
expenses as City may reasonably request.
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1000 Englewood Parkway, Englewood, Colorado 80110-2373
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3
PSA # 20-85
7. Audits. Consultant shall provide such
employees and independent auditors and
inspectors as City may designate with
reasonable access to all sites from which
Services are performed for the purposes of
performing audits or inspections of
Consultant’s operations and compliance with
this Agreement. Consultant shall provide such
auditors and inspectors any reasonable
assistance that they may require. Such audits
shall be conducted in such a way so that the
Services or services to any other customer of
Consultant are not impacted adversely.
8. Term and Termination. The term of
this Agreement shall commence on the date
when both parties have signed the Agreement,
and shall continue for one year, unless this
Agreement is terminated as provided in this
Section 8. At the end of the initial one-year
period, the parties may extend this Agreement
for two additional one-year periods. Written
notice shall be given to the other party no later
than thirty (30) days prior to the end of the one-
year period. If the parties agree to the request
for renewal, the parties shall then enter into a
renewal extending this Agreement including a
new Statement of Work, if necessary. The
parties understand and acknowledge that any
renewal of this Agreement may be subject to
the approval of the Englewood City Council
pursuant to the City's Purchasing Policies. The
parties also understand and acknowledge that
the extension of this contract beyond the initial
one-year period is contingent upon the City
appropriating adequate funds for each fiscal
year.
(a) Convenience. City may, without
cause and without penalty, terminate the
provision of Services under any or all
Statements of Work upon thirty (30) days prior
written notice. Upon such termination, City
shall, upon receipt of an invoice from
Consultant, pay Consultant for Services
actually rendered prior to the effective date of
such termination. Charges will be based on
time expended for all incomplete tasks as
listed in the applicable Statement of Work, and
all completed tasks will be charged as
indicated in the applicable Statement of Work.
(b) No Outstanding Statements of
Work. Either party may terminate this
Agreement by providing the other party with at
least thirty (30) days prior written notice of
termination if there are no outstanding
Statements of Work.
(c) Material Breach. If either party
materially defaults in the performance of any
term of a Statement of Work or this Agreement
with respect to a specific Statement of Work
(other than by nonpayment) and does not
substantially cure such default within thirty (30)
days after receiving written notice of such
default, then the non-defaulting party may
terminate this Agreement or any or all
outstanding Statements of Work by providing
ten (10) days prior written notice of termination
to the defaulting party.
(d) Bankruptcy or Insolvency. Either
party may terminate this Agreement effective
upon written notice stating its intention to
terminate in the event the other party: (1)
makes a general assignment of all or
substantially all of its assets for the benefit of
its creditors; (2) applies for, consents to, or
acquiesces in the appointment of a receiver,
trustee, custodian, or liquidator for its business
or all or substantially all of its assets; (3) files,
or consents to or acquiesces in, a petition
seeking relief or reorganization under any
bankruptcy or insolvency laws; or (4) files a
petition seeking relief or reorganization under
any bankruptcy or insolvency laws is filed
against that other party and is not dismissed
within sixty (60) days after it was filed.
(e) TABOR. The parties understand
and acknowledge that each party is subject to
Article X, § 20 of the Colorado Constitution
("TABOR"). The parties do not intend to
violate the terms and requirements of TABOR
by the execution of this Agreement. It is
understood and agreed that this Agreement
does not create a multi-fiscal year direct or
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1000 Englewood Parkway, Englewood, Colorado 80110-2373
(303) 761-2300 www.englewoodco.gov
4
PSA # 20-85
indirect debt or obligation within the meaning of
TABOR and, notwithstanding anything in this
Agreement to the contrary, all payment
obligations of City are expressly dependent
and conditioned upon the continuing
availability of funds beyond the term of City's
current fiscal period ending upon the next
succeeding December 31. Financial
obligations of City payable after the current
fiscal year are contingent upon funds for that
purpose being appropriated, budgeted, and
otherwise made available in accordance with
the rules, regulations, and resolutions of City
and applicable law. Upon the failure to
appropriate such funds, this Agreement shall
be deemed terminated.
(f) Return of Property. Upon
termination of this Agreement, both parties
agree to return to the other all property
(including any Confidential Information, as
defined in Section 11) of the other party that it
may have in its possession or control.
9. City Obligations. City will provide
timely access to City personnel, systems and
information required for Consultant to perform
its obligations hereunder. City shall provide to
Consultant’s employees performing its
obligations hereunder at City’s premises,
without charge, a reasonable work
environment in compliance with all applicable
laws and regulations, including office space,
furniture, telephone service, and reproduction,
computer, facsimile, secretarial and other
necessary equipment, supplies, and services.
With respect to all third party hardware or
software operated by or on behalf of City, City
shall, at no expense to Consultant, obtain all
consents, licenses and sublicenses necessary
for Consultant to perform under the Statements
of Work and shall pay any fees or other costs
associated with obtaining such consents,
licenses and sublicenses.
10. Staff. Consultant is an independent
consultant and neither Consultant nor
Consultant’s staff is, or shall be deemed to be
employed by City. City is hereby contracting
with Consultant for the Services described in a
Statement of Work and Consultant reserves
the right to determine the method, manner and
means by which the Services will be
performed. The Services shall be performed by
Consultant or Consultant’s staff, and City shall
not be required to hire, supervise or pay any
assistants to help Consultant perform the
Services under this Agreement. Except to the
extent that Consultant’s work must be
performed on or with City’s computers or City’s
existing software, all materials used in
providing the Services shall be provided by
Consultant.
11. Confidential Information.
(a) Obligations. Each party hereto
may receive from the other party information
which relates to the other party’s business,
research, development, trade secrets or
business affairs (“Confidential Information”).
Subject to the provisions and exceptions set
forth in the Colorado Open Records Act, CRS
Section 24-72-201 et seq., each party shall
protect all Confidential Information of the other
party with the same degree of care as it uses
to avoid unauthorized use, disclosure,
publication or dissemination of its own
confidential information of a similar nature, but
in no event less than a reasonable degree of
care. Without limiting the generality of the
foregoing, each party hereto agrees not to
disclose or permit any other person or entity
access to the other party’s Confidential
Information except such disclosure or access
shall be permitted to an employee, agent,
representative or independent consultant of
such party requiring access to the same in
order to perform his or her employment or
services. Each party shall insure that their
employees, agents, representatives, and
independent consultants are advised of the
confidential nature of the Confidential
Information and are precluded from taking any
action prohibited under this Section 11.
Further, each party agrees not to alter or
remove any identification, copyright or other
proprietary rights notice which indicates the
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1000 Englewood Parkway, Englewood, Colorado 80110-2373
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5
PSA # 20-85
ownership of any part of such Confidential
Information by the other party. A party hereto
shall undertake to immediately notify the other
party in writing of all circumstances
surrounding any possession, use or knowledge
of Confidential Information at any location or by
any person or entity other than those
authorized by this Agreement.
Notwithstanding the foregoing, nothing in this
Agreement shall restrict either party with
respect to information or data identical or
similar to that contained in the Confidential
Information of the other party but which (1) that
party rightfully possessed before it received
such information from the other as evidenced
by written documentation; (2) subsequently
becomes publicly available through no fault of
that party; (3) is subsequently furnished
rightfully to that party by a third party without
restrictions on use or disclosure; or (4) is
required to be disclosed by law, provided that
the disclosing party will exercise reasonable
efforts to notify the other party prior to
disclosure.
(b) Know-How. For the avoidance of
doubt neither City nor Consultant shall be
prevented from making use of know-how and
principles learned or experience gained of a
non-proprietary and non-confidential nature.
(c) Remedies. Each of the parties
hereto agree that if, their officers, employees
or anyone obtaining access to the Confidential
Information of the other party by, through or
under them, breaches any provision of this
Section 11, the non-breaching party shall be
entitled to an accounting and repayment of all
profits, compensation, commissions,
remunerations and benefits which the
breaching party, its officers or employees
directly or indirectly realize or may realize as a
result of or growing out of, or in connection
with any such breach. In addition to, and not in
limitation of the foregoing, in the event of any
breach of this Section 11, the parties agree
that the non-breaching party will suffer
irreparable harm and that the total amount of
monetary damages for any such injury to the
non-breaching party arising from a violation of
this Section 11 would be impossible to
calculate and would therefore be an
inadequate remedy at law. Accordingly, the
parties agree that the non-breaching party
shall be entitled to temporary and permanent
injunctive relief against the breaching party, its
officers or employees and such other rights
and remedies to which the non-breaching party
may be entitled to at law, in equity or under this
Agreement for any violation of this Section 11.
The provisions of this Section 11 shall survive
the expiration or termination of this Agreement
for any reason.
12. Project Managers. Each party shall
designate one of its employees to be its
Project Manager under each Statement of
Work, who shall act for that party on all matters
under the Statement of Work. Each party shall
notify the other in writing of any replacement of
a Project Manager. The Project Managers for
each Statement of Work shall meet as often as
either one requests to review the status of the
Statement of Work.
13. Warranties.
(a) Authority. Consultant represents
and warrants that: (1) Consultant has the full
corporate right, power and authority to enter
into this Agreement and to perform the acts
required of it hereunder; (2) the execution of
this Agreement by Consultant, and the
performance by Consultant of its obligations
and duties hereunder, do not and will not
violate any agreement to which Consultant is a
party or by which it is otherwise bound under
any applicable law, rule or regulation; (3) when
executed and delivered by Consultant, this
Agreement will constitute the legal, valid and
binding obligation of such party, enforceable
against such party in accordance with its
terms; and (4) Consultant acknowledges that
City makes no representations, warranties or
agreements related to the subject matter
hereof that are not expressly provided for in
this Agreement
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1000 Englewood Parkway, Englewood, Colorado 80110-2373
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PSA # 20-85
(b) Service Warranty. Consultant
warrants that its employees and consultants
shall have sufficient skill, knowledge, and
training to perform Services and that the
Services shall be performed in a professional
and workmanlike manner.
(c) Personnel. Unless a specific
number of employees is set forth in the
Statement of Work, Consultant warrants it will
provide sufficient employees to complete the
Services ordered within the applicable time
frames established pursuant to this Agreement
or as set forth in the Statement of Work.
During the course of performance of Services,
City may, for any or no reason, request
replacement of an employee or a proposed
employee. In such event, Consultant shall,
within five (5) working days of receipt of such
request from City, provide a substitute
employee of sufficient skill, knowledge, and
training to perform the applicable Services.
Consultant shall require employees providing
Services at a City location to comply with
applicable City security and safety regulations
and policies.
(d) Compensation and Benefits.
Consultant shall provide for and pay the
compensation of employees and shall pay all
taxes, contributions, and benefits (such as, but
not limited to, workers’ compensation benefits)
which an employer is required to pay relating
to the employment of employees. City shall not
be liable to Consultant or to any employee for
Consultant’s failure to perform its
compensation, benefit, or tax obligations.
Consultant shall indemnify, defend and hold
City harmless from and against all such taxes,
contributions and benefits and will comply with
all associated governmental regulations,
including the filing of all necessary reports and
returns.
14. Indemnification.
(a) Consultant Indemnification.
Consultant shall indemnify, defend and hold
harmless City, its directors, officers,
employees, and agents and the heirs,
executors, successors, and permitted assigns
of any of the foregoing (the “City Indemnitees”)
only to the extent and for an amount
represented by the degree or percentage of
negligence or fault attributable to the
Consultant,from and against all losses, claims,
obligations, demands, assessments, fines and
penalties (whether civil or criminal), liabilities,
expenses and costs (including reasonable fees
and disbursements of legal counsel and
accountants), bodily and other personal
injuries, damage to tangible property, and
other damages, of any kind or nature, suffered
or incurred by a City Indemnitee directly or
indirectly arising from or related to: (1) any
negligent or intentional act or omission by
Consultant or its representatives in the
performance of Consultant’s obligations under
this Agreement, or (2) any material breach in a
representation, warranty, covenant or
obligation of Consultant contained in this
Agreement.
(b) Infringement. Consultant will
indemnify, defend, and hold City harmless from
all Indemnifiable Losses arising from any third
party claims that any Work Product or
methodology supplied by Consultant infringes
or misappropriates any Intellectual Property
rights of any third party; provided, however,
that the foregoing indemnification obligation
shall not apply to any alleged infringement or
misappropriation based on: (1) use of the
Work Product in combination with products or
services not provided by Consultant to the
extent that such infringement or
misappropriation would have been avoided if
such other products or services had not been
used; (2) any modification or enhancement to
the Work Product made by City or anyone
other than Consultant or its sub-consultants; or
(3) use of the Work Product other than as
permitted under this Agreement.
(c) Indemnification Procedures.
Notwith-standing anything else contained in
this Agreement, no obligation to indemnify
which is set forth in this Section 14 shall apply
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unless the party claiming indemnification
notifies the other party as soon as practicable
to avoid any prejudice in the claim, suit or
proceeding of any matters in respect of which
the indemnity may apply and of which the
notifying party has knowledge and gives the
other party the opportunity to control the
response thereto and the defense thereof;
provided, however, that the party claiming
indemnification shall have the right to
participate in any legal proceedings to contest
and defend a claim for indemnification
involving a third party and to be represented by
its own attorneys, all at such party’s cost and
expense; provided further, however, that no
settlement or compromise of an asserted third-
party claim other than the payment/money may
be made without the prior written consent of
the party claiming indemnification.
(d) Immunity. City, its officers, and its
employees, are relying on, and do not waive or
intend to waive by any provision of this
Agreement, the monetary limitations or any
other rights, immunities, and protections
provided by the Colorado Governmental
Immunity Act, C.R.S. 24-10-101 et seq., as
from time to time amended, or otherwise
available to City, its officers, or its employees.
15. Insurance.
(a) Requirements. Consultant agrees
to keep in full force and effect and maintain at
its sole cost and expense the following policies
of insurance during the term of this Agreement:
(1) The Consultant shall comply
with the Workers’ Compensation Act of
Colorado and shall provide compensation
insurance to protect the City from and against
any and all Workers’ Compensation claims
arising from performance of the work under
this contract. Workers’ Compensation
insurance must cover obligations imposed by
applicable laws for any employee engaged in
the performance of work under this contract, as
well as the Employers’ Liability within the
minimum statutory limits.
(2) Commercial General Liability
Insurance and auto liability insurance
(including contractual liability insurance)
providing coverage for bodily injury and
property damage with a combined single limit
of not less than three million dollars
($3,000,000) per occurrence.
(3) Professional Liability/Errors and
Omissions Insurance covering acts, errors and
omissions arising out of Consultant’s
operations or Services in an amount not less
than one million dollars ($1,000,000) per
occurrence.
(4) Employee Dishonesty and
Computer Fraud Insurance covering losses
arising out of or in connection with any
fraudulent or dishonest acts committed by
Consultant personnel, acting alone or with
others, in an amount not less than one million
dollars ($1,000,000) per occurrence.
(b) Approved Companies. All such
insurance shall be procured with such
insurance companies of good standing,
permitted to do business in the country, state
or territory where the Services are being
performed.
(c) Certificates. Consultant shall
provide City with certificates of insurance
evidencing compliance with this Section 15
(including evidence of renewal of insurance)
signed by authorized representatives of the
respective carriers for each year that this
Agreement is in effect. Certificates of
insurance will list the City of Englewood as an
additional insured. Each certificate of
insurance shall provide that the issuing
company shall not cancel, reduce, or otherwise
materially change the insurance afforded under
the above policies unless thirty (30) days’
notice of such cancellation, reduction or
material change has been provided to City.
16. Rights in Work Product.
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(a) Generally. Except as specifically
agreed to the contrary in any Statement of
Work, all Intellectual Property Rights in and to
the Work Product produced or provided by
Consultant under any Statement of Work shall
remain the property of Consultant. With
respect to the Work Product, Consultant
unconditionally and irrevocably grants to City
during the term of such Intellectual Property
Rights, a non-exclusive, irrevocable, perpetual,
worldwide, fully paid and royalty-free license,
to reproduce, create derivative works of,
distribute, publicly perform and publicly display
by all means now known or later developed,
such Intellectual property Rights.
(b) Know-How. Notwithstanding
anything to the contrary herein, each party and
its respective personnel and consultants shall
be free to use and employ its and their general
skills, know-how, and expertise, and to use,
disclose, and employ any generalized ideas,
concepts, know-how, methods, techniques, or
skills gained or learned during the course of
any assignment, so long as it or they acquire
and apply such information without disclosure
of any Confidential Information of the other
party.
17. Relationship of Parties. Consultant is
acting only as an independent consultant and
does not undertake, by this Agreement, any
Statement of Work or otherwise, to perform
any obligation of City, whether regulatory or
contractual, or to assume any responsibility for
City’s business or operations. Neither party
shall act or represent itself, directly or by
implication, as an agent of the other, except as
expressly authorized in a Statement of Work.
18. Complete Agreement. This Agreement
contains the entire agreement, including all
Exhibits, Statements of Work and other
Attachments that have been executed by the
parties, and are attached hereto and made a
part of this Agreement.
19. Applicable Law. Consultant shall
comply with all applicable laws in performing
Services but shall be held harmless for
violation of any governmental procurement
regulation to which it may be subject but to
which reference is not made in the applicable
Statement of Work. This Agreement shall be
construed in accordance with the laws of the
State of Colorado. Any action or proceeding
brought to interpret or enforce the provisions of
this Agreement shall be brought before the
state or federal court situated in Arapahoe
County, Colorado and each party hereto
consents to jurisdiction and venue before such
courts.
(a) Attorney Fees. In the event
that either party to this Agreement shall
commence any action against the other party
arising out of or in connection with this
Agreement, or contesting the validity of the
Agreement or any provision of this Agreement,
the prevailing party shall be entitled to recover
from the other party reasonable attorney’s fees
and related costs, fees and expenses incurred
by the prevailing party in connection with such
action or proceeding.
20. Scope of Agreement. If the scope of
any provisions of this Agreement is too broad
in any respect whatsoever to permit
enforcement to its fullest extent, then such
provision shall be enforced to the maximum
extent permitted by law, and the parties hereto
consent to and agree that such scope may be
judicially modified accordingly and that the
whole of such provision of this Agreement shall
not thereby fail, but that the scope of such
provision shall be curtailed only to the extent
necessary to conform to law.
21. Additional Work. After receipt of a
Statement of Work, City, with Consultant’s
consent, may request Consultant to undertake
additional work with respect to such Statement
of Work. In such event, City and Consultant
shall execute an addendum to the Statement
of Work specifying such additional work and
the compensation to be paid to Consultant for
such additional work.
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22. Sub-consultants. Consultant may not
subcontract any of the Services to be provided
hereunder without the prior written consent of
City. In the event of any permitted
subcontracting, the agreement with such third
party shall provide that, with respect to the
subcontracted work, such sub-consultant shall
be subject to all of the obligations of
Consultant specified in this Agreement.
23. Notices. Any notice provided pursuant
to this Agreement shall be in writing to the
parties at the addresses set forth below and
shall be deemed given (1) if by hand delivery,
upon receipt thereof, (2) three (3) days after
deposit in the United States mails, postage
prepaid, certified mail, return receipt requested
or (3) one (1) day after deposit with a
nationally-recognized overnight courier,
specifying overnight priority delivery. Either
party may change its address for purposes of
this Agreement at any time by giving written
notice of such change to the other party
hereto.
24. Assignment. This Agreement may not
be assigned by Consultant without the prior
written consent of City. Except for the
prohibition of an assignment contained in the
preceding sentence, this Agreement shall be
binding upon and inure to the benefit of the
heirs, successors and assigns of the parties
hereto.
25. Third Party Beneficiaries. This
Agreement is entered into solely for the benefit
of the parties hereto and shall not confer any
rights upon any person or entity not a party to
this Agreement.
26. Headings. The section headings in
this Agreement are solely for convenience and
shall not be considered in its interpretation.
The recitals set forth on the first page of this
Agreement are incorporated into the body of
this Agreement. The exhibits referred to
throughout this Agreement and any Statement
of Work prepared in conformance with this
Agreement are incorporated into this
Agreement.
27. Waiver. The failure of either party at
any time to require performance by the other
party of any provision of this Agreement shall
not effect in any way the full right to require
such performance at any subsequent time; nor
shall the waiver by either party of a breach of
any provision of this Agreement be taken or
held to be a waiver of the provision itself.
28. Force Majeure. If performance by
Consultant of any service or obligation under
this Agreement is prevented, restricted,
delayed or interfered with by reason of labor
disputes, strikes, acts of God, floods, lightning,
severe weather, shortages of materials,
rationing, utility or communications failures,
earthquakes, war, revolution, civil commotion,
acts of public enemies, blockade, embargo or
any law, order, proclamation, regulation,
ordinance, demand or requirement having
legal effect of any governmental or judicial
authority or representative of any such
government, or any other act whether similar
or dissimilar to those referred to in this clause,
which are beyond the reasonable control of
Consultant, then Consultant shall be excused
from such performance to the extent of such
prevention, restriction, delay or interference. If
the period of such delay exceeds thirty (30)
days, City may, without liability, terminate the
affected Statement of Work(s) upon written
notice to Consultant.
29. Time of Performance. Time is
expressly made of the essence with respect to
each and every term and provision of this
Agreement.
30. Permits. Consultant shall at its own
expense secure any and all licenses, permits
or certificates that may be required by any
federal, state or local statute, ordinance or
regulation for the performance of the Services
under the Agreement. Consultant shall also
comply with the provisions of all Applicable
Laws in performing the Services under the
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Agreement. At its own expense and at no cost
to City, Consultant shall make any change,
alteration or modification that may be
necessary to comply with any Applicable Laws
that Consultant failed to comply with at the
time of performance of the Services.
31. Media Releases. Except for any
announcement intended solely for internal
distribution by Consultant or any disclosure
required by legal, accounting, or regulatory
requirements beyond the reasonable control of
Consultant, all media releases, public
announcements, or public disclosures
(including, but not limited to, promotional or
marketing material) by Consultant or its
employees or agents relating to this
Agreement or its subject matter, or including
the name, trade mark, or symbol of City, shall
be coordinated with and approved in writing by
City prior to the release thereof. Consultant
shall not represent directly or indirectly that any
Services provided by Consultant to City has
been approved or endorsed by City or include
the name, trade mark, or symbol of City on a
list of Consultant’s customers without City’s
express written consent.
32. Nonexclusive Market and Purchase
Rights. It is expressly understood and agreed
that this Agreement does not grant to
Consultant an exclusive right to provide to City
any or all of the Services and shall not prevent
City from acquiring from other suppliers
services similar to the Services. Consultant
agrees that acquisitions by City pursuant to
this Agreement shall neither restrict the right of
City to cease acquiring nor require City to
continue any level of such acquisitions.
Estimates or forecasts furnished by City to
Consultant prior to or during the term of this
Agreement shall not constitute commitments.
33. Survival. The provisions of Sections 5,
8(g), 10, 11, 13, 14, 16, 17, 19, 23, 25 and 31
shall survive any expiration or termination for
any reason of this Agreement.
34. Verification of Compliance with C.R.S.
8-17.5-101 ET.SEQ. Regarding Hiring of
Illegal Aliens:
(a) Employees, Consultants and
Sub-consultants: Consultant shall not
knowingly employ or contract with an illegal
alien to perform work under this Contract.
Consultant shall not contract with a sub-
consultant that fails to certify to the Consultant
that the sub-consultant will not knowingly
employ or contract with an illegal alien to
perform work under this Contract. [CRS 8-
17.5-102(2)(a)(I) & (II).]
(b) Verification: Consultant will
participate in either the E-Verify program or the
Department program, as defined in C.R.S. 8-
17.5-101 (3.3) and 8-17.5-101 (3.7),
respectively, in order to confirm the
employment eligibility of all employees who are
newly hired for employment to perform work
under this public contract for services.
Consultant is prohibited from using the E-Verify
program or the Department program
procedures to undertake pre-employment
screening of job applicants while this contract
is being performed.
(c) Duty to Terminate a
Subcontract: If Consultant obtains actual
knowledge that a sub-consultant performing
work under this Contract knowingly employs or
contracts with an illegal alien, the Consultant
shall;
(1) notify the sub-consultant and
the City within three days that the
Consultant has actual knowledge that
the sub-consultant is employing or
contracting with an illegal alien; and
(2) terminate the subcontract
with the sub-consultant if, within three
days of receiving notice required
pursuant to this paragraph the sub-
consultant does not stop employing or
contracting with the illegal alien; except
that the Consultant shall not terminate
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the contract with the sub-consultant if
during such three days the sub-
consultant provides information to
establish that the sub-consultant has
not knowingly employed or contracted
with an illegal alien.
(d) Duty to Comply with State
Investigation: Consultant shall comply with
any reasonable request of the Colorado
Department of Labor and Employment made in
the course of an investigation by that the
Department is undertaking pursuant to C.R.S.
8-17.5-102 (5)
(e) Damages for Breach of Contract:
The City may terminate this contract for a
breach of contract, in whole or in part, due to
Consultant’s breach of any section of this
paragraph or provisions required pursuant to
CRS 8-17.5-102. Consultant shall be liable for
actual and consequential damages to the City
in addition to any other legal or equitable
remedy the City may be entitled to for a breach
of this Contract under this Paragraph 34.
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IN WITNESS WHEREOF, the parties to this Agreement have caused it to be executed by their
authorized officers as of the day and year first above written. This Agreement may be executed in
counterparts, each of which shall be deemed an original, but all of which together shall constitute one
and the same instrument.
CITY OF ENGLEWOOD, COLORADO
By: ___________________________________Date:___________
(Department Director)
By: ___________________________________Date:___________
(City manager)
By: __________________________________Date:____________
(Mayor)
ATTEST:
City Clerk
Kaplan Kirsch & Rockwell
______________________________________
(Consultant Name)
1675 Broadway, Suite 2300
______________________________________
Address
Denver, Colorado 80202
______________________________________
City, State, Zip Code
By:
(Signature)
Sarah Rockwell
________________________________
(Print Name)
Partner
Title: ______________________________
11/23/2020
Date: ______________________________
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SCHEDULE A
OUTLINE OF STATEMENT OF WORK
1. GENERAL
Statement of Work for Professional Services Agreement between the City of Englewood,
Community Development Department (City) and Kaplan Kirsch Rockwell LLP (Consultant),
1675 Broadway, Suite 2300, Denver, Colorado 80202 effective immediately upon execution by
the parties and will continue through December 31, 2021, with two one-year extensions.
2. NAMES, PHONE NUMBERS AND EMAILS OF PROJECT COORDINATORS
Community Development:
Dan Poremba, Chief Redevelopment Officer
303.762.2366
dporemba@englewoodco.gov
Kaplan Kirsch & Rockwell LLP:
Sarah Rockwell, Partner
(303) 825-7000
srockwell@kaplankirsch.com
3. SUMMARY OF PURPOSE FOR STATEMENT OF WORK
Consultant will work under the overall direction of the Project Team in association with any
other consultants involved with the Project Team, and in a day-to-day supporting role to the
Chief Redevelopment Officer of the City. Consultant will be expected to work closely and
collaboratively with the City of Englewood City Attorney’s Office, Attorneys for the Englewood
Environmental Foundation (EEF), and the EEF Board of Directors.
4. EQUIPMENT AND PROGRAMMING TO BE PROVIDED BY CITY (IF ANY)
N/A
5. OTHER CONSULTANT RESOURCES
No additional consultants shall be engaged without prior written approval by the City. Should
the need arise for additional services, Consultant will coordinate any concurrent work of other
consultants engaged directly by the City.
6. DESCRIPTION OF WORK PRODUCT AND DELIVERABLES
The Consultant shall perform the legal services outlined below:
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a. Advise and assist the City and EEF on ground lease matters including related
communications and amendment negotiations with the original bondholder group
represented by LNR Partners (special servicer, preparation and negotiation of a
Framework Agreement and related documents, and other matters.
b. Evaluation of City Charter limitations pertaining to City and EEF real property transactions.
c. Assist in preparing and negotiating Master Development Agreement and ancillary
agreements with selected master developer.
d. Advise and assist the City and EEF on related matters, including possible special district
and public finance strategies.
e. Advise and assist the City and EEF on matters pertaining to evaluating the possible
dissolution of EEF, including a possible determination of the dissolution process and
preparation of the necessary documents.
f. Advise on issues related to City’s consideration of zoning classifications for CityCenter
property.
7.SPECIAL TERMS, IF ANY
Consultant will charge the City an hourly rate for the project based on the following table, up to
$150,000, with allowance for a 10% contingency in the amount of $15,000.
Sarah M. Rockwell $465/hour
Stephen H. Kaplan $465/hour
Bill Silberstein $465/hour
Brent E. Butzin $465/hour
Heather J. Haney $430/hour
Hanna R. Gustafsson $350/hour
Reimbursable expenses are in addition to compensation for basic services and include
expenses incurred by the Consultant in the interest of the Project. Expenses include travel
expenses, mileage, parking, reproduction costs, plotting and preparation of electronic media,
postage and delivery services that will be billed at actual cost.
8. MODE OF PAYMENT
Payment will be made to Consultant in the form of a check.
9. PAYMENT SCHEDULE
Consultant shall submit an invoice to the City for work completed and reimbursable expenses
incurred on a monthly basis. City will pay Consultant within 30 days of receipt of said invoice.
10. SCHEDULE AND PERFORMANCE MILESTONES
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All deliverables will be completed to the satisfaction of the City no later than December 31,
2021.
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11. ACCEPTANCE AND TESTING PROCEDURES
N/A
12. LOCATION OF WORK FACILITIES
Substantially all work will be conducted by Consultant at its regular office located at 1675
Broadway, Suite 2300 Denver, Colorado 80202.
IN WITNESS WHEREOF, pursuant and in accordance with the Professional Services Agreement
between the parties hereto dated _______________, 2020, the parties have executed this Statement
of Work as of this ______ day of ________________, 2020.
CITY OF ENGLEWOOD, COLORADO
By:
(Signature)
_________________________________
(Print Name)
Title: City Manager
Date: _______________________________
KAPLAN KIRSH ROCKWELL LLP
By:
(Signature)
Sarah Rockwell
_________________________________
(Print Name)
Title: Partner
Date: _____11/23/2020 _______________
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COUNCIL COMMUNICATION
TO: Mayor and Council
FROM: Tamara Niles
DEPARTMENT: City Attorney's Office
DATE: December 13, 2021
SUBJECT:
CB 53 - Ordinance Amending Municipal Code regarding
Authorized Public Consumption Areas
DESCRIPTION:
CB 53 - After temporarily extending Covid-related public consumption areas, City Council
requested presentation of an Ordinance to amend Municipal Code to permanently provide for
authorized public areas for public consumption of alcohol
RECOMMENDATION:
City Council should adopt an ordinance amending its currently-authorized public consumption
areas, to comply with now-applicable state law that prohibits alcohol consumption on public
rights of way (such as streets, alleys, and sidewalks). If City Council desires to continue
authorized open public consumption, we recommend it be continued only at the City paseos at
this time, as it is a clearly-defined area, the parameters of public consumption can be identified
through signage, and the paseos are located near Englewood Grand, which is the only City
business currently licensed for takeout cocktails. This area is described as Option A in Council
Bill 53. (Option B in CB 53 provides for the current open consumption area excluding the Duck
Pond and rights of way; Option C in CB 53 provides for the current open consumption area
excluding rights of way.)
PREVIOUS COUNCIL ACTION:
On March 10, 2020 Jared Polis, the Governor of the State of Colorado, declared a statewide
emergency in response to coronavirus (COVID-19); and on March 18, 2020 the City Council of
the City of Englewood in response to coronavirus (COVID-19) passed Ordinance No. 10, Series
of 2020 declaring a public health emergency as authorized by Englewood Municipal Charter §41.
That ordinance granted to the City Manager full power and authority to take certain actions and
issue certain orders to protect the public health, safety, and welfare in the face of the coronavirus
(COVID-19) and thereafter, the City Manager issued two emergency orders authorizing expanded
outdoor consumption of alcohol to allow patrons of alcohol-related businesses to continue to
frequent those businesses but still socially distance. On the 19th day of July, 2021, City Council
adopted Ordinance No. 30, Series of 2021, repealing Emergency Ordinance No. 10, Series of
2020, but continuing authorization for expanded outdoor consumption. After a study session
presentation on this issue, City Council directed staff to prepare an Ordinance permanently
implementing expanded public consumption areas but removing public rights of way as required
by now-applicable state law (which was stayed during Covid under a Governor emergency order).
Upon consideration of the proposed ordinance on November 15, City Council tabled this matter
and directed staff to contact business owners within the proposed public consumption areas to
gauge public support for continued public consumption. Englewood Downtown Development
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Authority and the City Communications department created and submitted a survey for business
owners, and the results of that survey were not yet received by the time of agenda publication.
This information will be presented during the meeting.
SUMMARY:
Pursuant to direction of Council at prior meetings, the proposed Ordinance amends Englewood
Municipal Code Section 5-5C-3 to permanently provide for an exception to the City's prohibition
on public possession of open containers of intoxicating liquor by authorizing possession within a
defined area of downtown Englewood. The proposed Ordinance presents several options for
continued public consumption areas, and it also proposes set hours for open public
consumption of noon to 1 a.m.
ANALYSIS:
As presented, the Ordinance codifies the City's extension of authorized public consumption of
alcohol in a defined section of downtown Englewood, but not on public rights of way to reflect
state law's prohibition of alcohol consumption on public rights of ways. The potential defined
areas, shown on the attached map, include the City Duck Pond/Little Dry Creek Plaza, which
recently has been the site of a significant number of criminal incidents but is preparing to
undergo significant changes through a redevelopment construction project. This project is still
in the design phase, and we anticipate it will be approximately 12 months before completion.
The Ordinance also makes slight revisions to style and format of the affected section of EMC.
There is some concern regarding notification to the public, to ensure they do not inadvertently
violate the law by consuming alcohol in public rights of way. In order to respond to this concern,
City Council could consider designating only the City paseos for public consumption and
providing signage to that effect in the paseos. (The paseos also are preparing to undergo
improvement, through a $150,000 Colorado Department of Transportation (CDOT) grant
recently awarded to the Englewood Downtown Development Authority (EDDA)).
CONCLUSION:
City Council should adopt an Ordinance regarding authorized public consumption, to ensure the
City-authorized areas do not conflict with state law prohibiting alcohol consumption on public
rights of way. Where, or if, City Council chooses to continue permanent authorization of public
consumption is a policy decision for Council.
FINANCIAL IMPLICATIONS:
No financial implications to City government.
CONNECTION TO STRATEGIC PLAN:
Safety, Local Economy
OUTREACH/COMMUNICATIONS:
The City Attorney met with the owner of Englewood Grand to discuss this matter, as Englewood
Grand is the only business currently licensed in the City for take-out cocktails. EDDA and the
City Communications department contacted other alcohol-licensed businesses within the area
previously authorized for open public consumption.
ATTACHMENTS:
Page 349 of 432
Council Bill #53
Powerpoint previously presented at Study Session
Updated public consumption map
Council Request regarding police activity at Duck Pond/Little Dry Creek Plaza
Page 350 of 432
1
BY AUTHORITY
ORDINANCE NO. ____ COUNCIL BILL NO. 53
SERIES OF 2021 INTRODUCED BY COUNCIL
MEMBER _________________
A BILL FOR
AN ORDINANCE AMENDING TITLE 5, CHAPTER 3, SECTION 5-3C-3
OF ENGLEWOOD MUNICIPAL CODE AND REPEALING PROVISIONS
OF ORDINANCE NO. 30 SERIES OF 2021 REGARDING POSSESSION OF
OPEN CONTAINERS OF INTOXICATING LIQUOR IN PUBLIC WITHIN
THE CITY OF ENGLEWOOD, COLORADO.
WHEREAS, on March 10, 2020 Jared Polis, the Governor of the State of Colorado,
declared a statewide emergency in response to coronavirus (COVID-19); and
WHEREAS, on March 18, 2020 the City Council of the City of Englewood in response to
coronavirus (COVID-19) passed Ordinance No. 10, Series of 2020 declaring a public health
emergency as authorized by Englewood Municipal Charter §41; and
WHEREAS, Ordinance No. 10, Series 2020 granted to the City Manager full power and
authority to take certain actions and issue certain orders to protect the public health, safety, and
welfare in the face of the coronavirus (COVID-19); and
WHEREAS, the City Manager issued two emergency orders authorizing expanded
outdoor consumption of alcohol to allow patrons of alcohol-related businesses to continue to
frequent those businesses but still socially distance; and
WHEREAS, on the 19th day of July, 2021, City Council adopted Ordinance No. 30, Series
of 2021, repealing Emergency Ordinance No. 10, Series of 2020, but continuing authorization for
expanded outdoor consumption; and
WHEREAS, continued authorization for expanded outdoor consumption of intoxicating
liquor supports the patronage of businesses permitted for takeout alcoholic drinks located near the
expanded areas; and
WHEREAS, in order to permanently expand and authorize continued outdoor
consumption of intoxicating liquor, the City must amend Englewood Municipal Code Section 5-
3C-3.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
ENGLEWOOD, COLORADO, AS FOLLOWS:
Section 1. Amendment of Englewood Municipal Code
Title 5, Chapter 3, Section 5-3C-3 of Englewood Municipal Code is hereby amended to read as
follows (new provisions in italics, deleted provisions struck through):
5-3C-3: - Unlawful to Possess Open Container of Intoxicating Liquor in Public.
Page 351 of 432
2
A. It shall be unlawful for any person to have in their his possession or under
their his control in any public place any intoxicating liquor in any container of
any kind or description which is not sealed or on which the seal is broken,
notwithstanding any provision of C.R.S. § 44-3-423 to the contrary, a licensee
described in subsection 2 may permit a customer of the licensee to reseal and
remove from the licensed premises one (1) opened container of partially
consumed vinous liquor purchased on the premises so long as the originally sealed
container did not contain more than seven hundred fifty (750) milliliters of vinous
liquor.
1. The provisions of this section shall apply to a licensee:
(a) That is duly licensed as a manufacturer's licensee under Colorado Revised
Statutes § 44-3-402, a limited winery licensee under § 44-3-403, a beer and wine
licensee under C.R.S. § 44-3-411, a hotel and restaurant licensee under C.R.S. §
44-3-413, a tavern licensee under C.R.S. § 44-3-414, a brew pub licensee under
C.R.S. § 44-3-417, or a vintner's restaurant licensee under C.R.S. § 44-3-422; and
(b) That has meals, as defined in C.R.S. § 44-3-103(31), available for
consumption on the licensed premises.
2. Exceptions.
(a) A licensee described in subsection (A)(1) may permit a customer of the
licensee to reseal and remove from the licensed premises one (1) opened
container of partially consumed vinous liquor purchased on the premises so long
as the originally sealed container did not contain more than seven hundred fifty
(750) milliliters of vinous liquor.
(b) The Englewood Liquor Licensing Authority may grant a special events
permit or festival permit under the procedures set forth in the liquor code.
(c) The prohibition contained within section A shall not apply during the
hours of noon to 1 a.m. in the area within the City of Englewood as follows:
OPTION A (CITY PASEOS ONLY):
The City paseos located on the East and West sides of S. Broadway within
the 3400 Block, legally described as: Lot 37 & Court 14.6 Ft Wide Blk 1
Enwood Add and Beg 50 Ft E & 275.2 Ft N Of S 1/4 Cor Sec 34-4-68 Th E
125 Ft Th N 57.5 Ft Th W 125 Ft Ths 57.5 Ft To Beg Except S 18.9 Ft Sec
34-4-68 less and except any public rights of way.
Page 352 of 432
3
OPTION B (CURRENT OPEN PUBLIC CONSUMPTION AREAS IN 3200
AND 3400 BLOCKS OF S BROADWAY, EXCLUDING RIGHTS OF WAY AND
DUCK POND):
The West side of the 3200 block of S. Broadway, beginning at the
intersection of W. Eastman and S. Acoma, then East on W. Eastman to S.
Broadway, then South on S. Broadway to W. Floyd, then West on W. Floyd
to S. Acoma, then North on S. Acoma to point of beginning, less and except
any public rights of way
And
The West side of the 3400 block of S. Broadway, described as the East 80
feet of Lots 25-26, and Lots 27-43, Block 1, Enwood Addition less and
except any public rights of way; and the East side of the 3400 block of S.
Broadway, beginning at the intersection of S. Broadway and E. Girard, then
East on E. Girard to the alleyway, then South on the alleyway to W.
Hampden, then West on W. Hampden to S. Broadway, then North on S.
Broadway to point of beginning, less and except any public rights of way.
OPTION C (CURRENT OPEN PUBLIC CONSUMPTION AREA,
EXCLUDING RIGHTS OF WAY BUT INCLUDING DUCK POND):
Beginning at the intersection of West Eastman Avenue and South
Broadway, then South on South Broadway to East Girard Avenue, then East
on East Girard Avenue to the South Lincoln Street Alley, then South along
the South Lincoln Street Alley to East Hampden Avenue, then West to South
Broadway, then South on South Broadway to the on-ramp from South
Broadway to Westbound Highway 285, then Northwest along Westbound
Highway 285 to a point of intersection along a line extending from W.
Hampden Avenue to the seating area on the West side of the Little Dry
Creek Plaza Pond, then East along said line to the South Acoma Street alley,
then North along the South Acoma Street alley to East Girard Avenue, then
East to South Broadway, then North along South Broadway to South Floyd
Avenue, then West on South Floyd Avenue to South Acoma Street, then
North on South Acoma Street to West Eastman Avenue, then East on West
Eastman Avenue to the point of beginning less and except any public rights
of way.
B. It shall be unlawful for any person to have in their his possession or under
their his control any intoxicating liquor in any container of any kind or description
which is not sealed or on which the seal is broken, in any vehicle in those areas
accessible to the driver and passengers of said vehicle when such vehicle is in a
public place. This subsection shall apply to possession of intoxicating liquor in a
Page 353 of 432
4
vehicle, in areas of the vehicle accessible to the driver or passengers, when such
vehicle is in a public place.
C. Exemptions: The Englewood Liquor Licensing Authority may grant a special
events permit under the procedures set forth in the liquor code.
D. Concerning alcoholic beverages in motor vehicles:
1. Except as otherwise permitted in subsection (C)(2) Paragraph 3, a person while
in the passenger area of a motor vehicle that is on a public highway of this State
or the right-of-way of a public highway of this State may not knowingly:
(a) Drink an alcoholic beverage; or
(b) Have in his or her possession an open alcoholic beverage container.
2. The provisions of this subsection (CD) shall not apply to:
(a) Passengers, other than the driver or a front seat passenger, located in the
passenger area of a motor vehicle designed, maintained or used primarily for the
transportation of persons for compensation;
(b) The possession by a passenger, other than the driver or front seat passenger,
of an open alcoholic beverage container in the living quarters of a house coach,
house trailer, motor home, as defined in C.R.S. § 42-1-102(57), or trailer coach,
as defined in C.R.S. § 42-1-102(106)(a);
(c) The possession of an open alcoholic beverage container in the area behind the
last upright seat of a motor vehicle that is not equipped with a trunk; or
(d) The possession of an open alcoholic beverage container in an area not
normally occupied by the driver or a passenger in a motor vehicle that is not
equipped with a trunk.
3. A person who violates the provisions of this subsection (CD) commits a traffic
violation and shall be punished pursuant to the Englewood Municipal Code.
DE. Definitions. For purposes of this section:
Alcoholic Beverage: Means a beverage as defined in 23 CFR 1270.3(a).
Container: Includes, but is not limited to, any decanter, bottle, can, jar, thermos
bottle or jug.
Page 354 of 432
5
Motor Vehicle: Means a vehicle driven or drawn by mechanical power and
manufactured primarily for use on public highways but does not include a vehicle
operated exclusively on a rail or rails.
Open Alcoholic Beverage Container: Means a bottle, can or other receptacle that
contains any amount of alcoholic beverage and:
(a) That is open or has a broken seal; or
(b) The contents of which are partially removed.
Passenger Area: Means the area designed to seat the driver and passengers while
a motor vehicle is in operation and any area that is readily accessible to the driver
or a passenger while in his or her seating position, including, but not limited to,
the glove compartment.
Public Place: Property either owned or controlled by a governmental entity, and
shall include any place open to the general public, either free or by payment of an
entrance fee, any sidewalk, street, alley, parking lot, park, poolroom, field house,
stadium or ball park.
Seal: Includes the regular and original tax seal applied by order of the United
States government over the cap of each and every container of intoxicating
beverages.
Section 2. Repeal
Section 3(D) of Ordinance No. 30, Series of 2021, which temporarily extended certain Public
Consumption Areas within the City, is hereby repealed. Any temporary extensions authorizing a
stay on the application of EMC 5-3C-3 to any area shall be null and void as of the effective date
of this Ordinance.
Section 3. General Provisions Applicable to this Ordinance
The following general provisions and findings are applicable to the interpretation and application
of this Ordinance:
A. Severability. If any clause, sentence, paragraph, or part of this Ordinance or the application
thereof to any person or circumstances shall for any reason be adjudged by a court of competent
jurisdiction invalid, such judgment shall not affect, impair or invalidate the remainder of this
Ordinance or its application to other persons or circumstances.
B. Inconsistent Ordinances. All other Ordinances or portions thereof inconsistent or
conflicting with this Ordinance or any portion hereof are hereby repealed to the extent of such
inconsistency or conflict.
C. Effect of repeal or modification. The repeal or modification of any provision of the Code
of the City of Englewood by this Ordinance shall not release, extinguish, alter, modify, or change
Page 355 of 432
6
in whole or in part any penalty, forfeiture, or liability, either civil or criminal, which shall have
been incurred under such provision, and each provision shall be treated and held as still remaining
in force for the purposes of sustaining any and all proper actions, suits, proceedings, and
prosecutions for the enforcement of the penalty, forfeiture, or liability, as well as for the purpose
of sustaining any judgment, decree, or order which can or may be rendered, entered, or made in
such actions, suits, proceedings, or prosecutions.
D. Safety Clauses. The City Council hereby finds, determines, and declares that this
Ordinance is promulgated under the general police power of the City of Englewood, that it is
promulgated for the health, safety, and welfare of the public, and that this Ordinance is necessary
for the preservation of health and safety and for the protection of public convenience and welfare.
The City Council further determines that the Ordinance bears a rational relation to the proper
legislative object sought to be obtained. This Safety Clause is not intended to affect a Citizen right
to challenge this Ordinance through referendum pursuant to City of Englewood Charter 47.
Introduced, read in full, and passed on first reading on the 13th day of December, 2021.
Published by Title as a Bill for an Ordinance in the City’s official newspaper on the 16th day of
December, 2021.
Published as a Bill for an Ordinance on the City’s official website beginning on the 15th day
of December, 2021 for thirty (30) days.
Othoniel Sierra, Mayor
ATTEST:
Stephanie Carlile, City Clerk
I, Stephanie Carlile, City Clerk of the City of Englewood, Colorado, hereby certify that the
above and foregoing is a true copy of the Bill for an Ordinance introduced, read in full, and passed
on first reading on the 15th day of November, 2021.
Stephanie Carlile
Page 356 of 432
Public Consumption Areas
Tamara Niles
City Attorney
Page 357 of 432
•March 18, 2020, Englewood City Council adopted Emergency Ordinance No. 10, Series 2020, granting City Manager Authority to issue emergency orders in light of Covid.
•June 5, 2020 Governor Polis issued Executive Order No. D 2020 093, temporarily suspending C.R.S. 44-3-901(1)(i)(D)(VII), prohibiting the public consumption of alcohol on any public right-of-way that has been authorized by a municipality.
•June 12, 2020 and June 26, 2020, the City Manager issued two emergency orders intended to directly combat the financial effects of Covid-19 on bars and restaurants within two specific geographic areas of the City authorizing the consumption of to-go cocktails in designated public outdoor areas.
Background
Page 358 of 432
•July 19, 2021, City Council adopted Ordinance 30, Series of 2021, repealing the 2020 Emergency Ordinance but extending stay on enforcement of Englewood Municipal Code 5-3C-3(A)(prohibiting public consumption) in two designated areas within the City.
•But on July 8, 2021, Governor Polis signed Executive Order D 2021 122, rescinding multiple state-wide Executive Orders, including 2020 011 and its amendments. Executive Order 2020 011, was amended by D 2020 029, D 2020 052, D 2020 084, D 2020 093, D 2020 118, D 2020 147, D 2020 173, D 2020 201, D 2020 229, D 2020 257, D 2020 283,D 2021 018, D 2021 044, D 2021 067, D 2021 086, and D 2021 100.
Background (continued)Page 359 of 432
•D 2020 093 allowed for the suspension on enforcement of C.R.S. 44-3-901(1)(i)(VII), which prohibits consumption of alcohol in a public right of way.
•By repealing 2020 011 “and its amendments”, those consuming alcohol in public right of way of the Englewood designated public consumption areas may be under the mistaken belief that their actions comply with law.
•While they would not be charged in Municipal Court due to the stay on City enforcement of its own ordinance prohibiting public consumption, they could be subject to prosecution in District Court for a violation of state law, C.R.S. 44-3-901(1)(i)(VII).
Public Consumption Now Unlawful
Page 360 of 432
•City Council has two options:
•1. Adopt a Resolution repealing the public consumption areas; or
•2. Amend the public consumption areas to remove all public right of way as authorized public consumption areas.
Options
Page 361 of 432
•The maps designating public consumption areas follow
•As shown, the majority of public consumption areas are public right of way, including Broadway, Hampden Avenue
•It appears amendment of maps to remove public right of way is not feasible
Public Consumption Areas
Page 362 of 432
Page 363 of 432
Page 364 of 432
•Because amendment of public consumption maps to remove public right of way is not feasible, we recommend the City repeal the provisions of Ordinance No. 30, Series of 2021, authorizing the continued stay on enforcement of EMC 5-3C-3(A) (Unlawful to Possess Open Container of Intoxicating Liquor in Public) on certain designated public consumption areas within the City.
Recommendation: Repeal
Page 365 of 432
•Public Consumption Areas were approved to encourage patronage of alcohol-related businesses within the City
•If public consumption areas are repealed, those businesses may utilize the following legally-sound options for expanded outdoor areas for consumption by customers:
1.To -Go/Delivery Cocktails: State Permit required (no City permit at this time)
2.Expanded Outdoor Seating: Must Formally Modify Premises for Alcohol Consumption with State and City by October 31, 2021; City permit required to utilizeprivate parking spaces required by UDC and for City right-of-way
3.Communal Dining Areas: Two or more businesses may share an area to include on-premises consumption, within 1,000 feet of permanent licensed premises (not required to be contiguous); Must Formally Modify Premises for Alcohol Consumption; City permit required to utilize private parking spaces required by UDC and for City right-of-way; Must have Security and Control Plan approved by State/City
4.Festivals in Public Spaces:Senate Bill 21-082 authorizes licensees (including restaurants and bars) to sell and serve alcohol at festivals in public spaces up to 9 times in a 12-month period, if authorized and permitted by State and City.
5.Entertainment District: City Council adopts Ordinance creating an Entertainment District with a Common Consumption Area operated by a Promotional Association (complex requirements for creation and operation)
Other Outdoor Consumption Options
Page 366 of 432
If Council agrees that public consumption areas should be repealed, City Attorney’s office will draft a proposed Resolution for consideration by City Council.
Moving Forward
Page 367 of 432
QUESTIONS?Page 368 of 432
Request No.:
CRT - 0353
COUNCIL REQUEST MEMO
TO: Mayor and Council
REQUESTOR: Mayor Linda Olson
FROM: Tamara Niles
DEPARTMENT: City Attorney's Office
DATE: September 29, 2021
SUBJECT:
Please provide public safety/law enforcement concerns regarding
the potential for allowing open alcohol consumption at the City
Duck Pond/Dry Creek Plaza, including a description of law
enforcement calls to that area.
RESPONSE:
We consulted with Englewood Police Department to determine if they have concerns with
authorizing open consumption at the City Duck Pond/Dry Creek Plaza. In the last 12 months,
EPD has logged 280 contacts at City Duck Pond/Dry Creek Plaza. Of those, 14 were alcohol-
related; 11 were drug-related; and 5 were major crimes (including two deaths). The remaining
logged incidents include dangerous animal, assault, disturbances, domestic abuse, noise
complaint, welfare checks, suspicious incidents/persons, theft, threats, trespass, and resulting
extra patrols.
EPD believes the City will continue to experience a high number of issues if open consumption
areas extend into this area, and EPD is not supportive of this proposition.
To gauge whether continued expansion of open public consumption at City Duck Pond/Dry
Creek Plaza encourages patronage of local businesses selling takeout cocktails, we also
consulted with the owner of such a business within walking distance of the City Duck Pond/Dry
Creek Plaza. The owner indicated that patrons utilize the nearby paseo, but does not believe
any customers purchasing takeout cocktails consume them at Duck Pond/Dry Creek Plaza.
The owner also was not supportive of open public consumption in this area at this time, and
expressed public safety concerns.
The business owner believes that should City Duck Pond/Dry Creek Plaza be re-energized,
such as undergoing a redevelopment to increase retail/commercial activity that encourages
families and responsible adults to frequent the area, these public safety concerns may be
alleviated as the likelihood of crime will be reduced.
We also consulted with EPD regarding continued expansion of public consumption areas in
other areas. EPD believes that as long as open containers/consumption are in areas that are
contiguous to the restaurants and establishments permitted to sell takeout cocktails, it appears
any resulting issues would be negligible and this is unlikely to pose a public safety hazard.
Page 369 of 432
Regardless, if the purpose of expanded public consumption areas is to encourage patronage of
downtown businesses that sell takeout cocktails, City Council may wish to consider establishing
hours for outdoor public consumption that align with the hours of operation of restaurants and
bars within the City. This is a sampling of business hours for restaurants and bars within
Englewood’s downtown Broadway corridor (per an internet search performed on 10-7-21, hours
vary based on the day): One Barrel American Bistro and Wine Bar, 10 a.m. to 10 p.m.;
Englewood Grand, 4 p.m. to 2 a.m.; The Tabletop Tap, 12 p.m. to 12 a.m.; Mick Mullen’s Irish
Bar, 2 p.m. to 2 a.m.; Brewability Lab, 12 p.m. to 10 p.m.
Open consumption is prohibited by state law in public rights of way. See C.R.S. 44-3-
901(1)(i)(VII). Rights of way generally are areas reserved for public travel, such as streets,
alleys, and sidewalks. City Council may expand open consumption of alcohol in areas other
than rights of way by adopting an ordinance amending EMC 5-3C-3(A) to authorize
consumption in designated public areas.
Page 370 of 432
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Page 371 of 432
COUNCIL COMMUNICATION
TO: Mayor and Council
FROM: Carrie Evenson
DEPARTMENT: Public Works
DATE: December 13, 2021
SUBJECT:
Federal Emergency Management Agency Grant Application
Resolution
DESCRIPTION:
Resolution authorizing submittal of a grant application in the amount of $22,750,000 to the
Federal Emergency Management Agency (FEMA) for funding of the South Englewood Flood
Reduction Project (Stormwater Master Plan Projects S1 and S2).
RECOMMENDATION:
Staff recommends City Council approve, by Resolution, the authorization to submit an
application in the amount of $22,750,000 to the Federal Emergency Management Agency
through the Colorado Division of Homeland Security & Emergency Management for Hazard
Mitigation grant funding for the South Englewood Flood Reduction Project.
PREVIOUS COUNCIL ACTION:
N/A
SUMMARY:
The United States Department of Homeland Security, Federal Emergency Management Agency
(FEMA), provides funding to state and local governments for eligible hazard mitigation projects
that reduce or eliminate long-term risk to people and property from future disasters through its
Hazard Mitigation Assistance Program.
The Colorado Division of Homeland Security and Emergency Management (DHSEM) is the
state agency responsible for managing the online application of Emergency Management
grants. From time to time, state and federal grants become available to fund stormwater
infrastructure projects and flood-related studies.
Currently, FEMA, through DHSEM, has several grant opportunities available to fund flood
mitigation projects. The grant opportunities available through FEMA/DHSEM provide up to 75%
of the total cost of the project in federal funds and require a 25% local match.
One such project that may be eligible for flood mitigation/hazard mitigation assistance is the
South Englewood Flood Reduction Project (Stormwater Master Plan Projects S1 and S2). A
similar grant request was made for this project in 2020 which was not funded.
In July 2018, the southern portion of the City of Englewood experienced a significant storm
event that caused wide-spread flooding of private property and significant property damage as
Page 372 of 432
well as the death of a young woman. The flood event was estimated at being just under a 50-
year storm event. In early-July 2019, the city experienced the fourth of several sinkholes over
about a 10-year period when a section of the existing storm sewer outfall pipe collapsed on
Oxford Ave west of Santa Fe Dr. This caused a major sink hole to open up in the roadway and
resulted in the road being closed for eastbound traffic for nearly 2 months as the repair location
was too large to safely accommodate two-way traffic. The resulting inconvenience to the
traveling public, loss of revenue to adjacent businesses, and repair costs to the city were
significant.
In order to mitigate these issues, the city undertook a Flood-Prone Evaluation Study to look at
the potential areas of flooding. The study demonstrated that there are significant flooding
problems along the main drainageway in the South Englewood Basin. Three alternatives to
mitigate the flooding were identified and evaluated to determine the most feasible & cost-
efficient alternative. The alternative selected involves adding new piping from the existing
detention pond in Rotolo Park along Stanford Ave to a new detention pond. This pond would
then outlet through existing pipes to the South Platte River along Oxford Ave.
The total project cost is estimated at $22,750,000.00. This cost is higher than the
$19,000,000.00 estimate discussed in previous Council meetings due to the addition of design
fees to the grant application, likely increases in the costs of material and labor, and an increase
in the cost of land acquisition.
Staff recommends approving this grant application of $22,750,000.00, with the required local
25% match for the City of Englewood totaling $5,687,500.00, to provide financial assistance in
support of design and construction of the project to help reduce flooding in the South
Englewood Basin. If awarded, these funds would allow the City of Englewood to leverage
stormwater funds to complete other flood reduction projects identified in the Stormwater Master
Plan.
ANALYSIS:
The 2022 stormwater enterprise fund budget includes $19,000,000.00 in funding for completion
of the South Englewood Flood Reduction Project (Stormwater Master Plan Projects S1 and S2).
If awarded, the grant funds would allow the City of Englewood to leverage stormwater funds to
complete other flood reduction projects identified in the Stormwater Master Plan.
CONCLUSION:
Staff recommends City Council approve, by Resolution, the authorization to submit an
application in the amount of $22,750,000.00 to the Federal Emergency Management Agency for
Hazard Mitigation Assistance grant funding. If successful, the City will be obligated to provide
matching funds of $5,687,500.00 for the project. The 2022 Storm Drainage Fund budget
includes funding for the matching funds.
FINANCIAL IMPLICATIONS:
The 2022 stormwater enterprise fund budget includes $19,000,000.00 for completion of the
South Englewood Flood Reduction Project (Stormwater Master Plan Projects S1 and S2). This
budget amount exceeds the minimum matching requirement for the grant.
Page 373 of 432
CONNECTION TO STRATEGIC PLAN:
Strategic Outcome: Safety
A city that protects its people, infrastructure and built environment
• Build, maintain, replace, and fund a quality storm drainage system
• Provide community resiliency against human-made and natural disasters
Strategic Outcome: Sustainability
A city that protects its natural environment
• Stormwater quality
• Consider long-term sustainability in infrastructure
OUTREACH/COMMUNICATIONS:
Community outreach and engagement for the South Englewood Flood Reduction Project is
ongoing. A project page has been created on Englewood Engaged
(https://www.engaged.englewoodco.gov/south-englewood-flood-reduction-project). Utility bill
inserts and postcards have been sent to City of Englewood residents generally and South
Englewood Basin property owners specifically to raise awareness of the project and seek input.
Social media, newsletters, and public events have also been used to distribute information,
educate the public and gather their feedback. A virtual open house public meeting is being held
from November 15 through December 10: (https://www.southenglewoodfloodreduction.com/).
These types of community engagement will continue throughout the course of the project.
ATTACHMENTS:
Resolution
Letter of Support from Mayor Sierra
Page 374 of 432
1
RESOLUTION NO. ____
SERIES OF 2021
A RESOLUTION AUTHORIZING THE CITY OF ENGLEWOOD, COLORADO,
TO FILE AN APPLICATION WITH THE UNITED STATES FEDERAL
EMERGENCY MANAGEMENT AGENCY, FOR FUNDING OF SOUTH
ENGLEWOOD FLOOD REDUCTION PROJECT (STORMWATER MASTER
PLAN PROJECTS S1 AND S2)
WHEREAS, the United States Department of Homeland Security, Federal Emergency
Management Agency (FEMA), provides funding to state and local governments for eligible hazard
mitigation projects that reduce or eliminate long-term risk to people and property from future disasters
through its Hazard Mitigation Assistance Program; and
WHEREAS, FEMA, through the Colorado Division of Homeland Security and Emergency
Management (DHSEM), has several grant opportunities available to fund flood mitigation projects,
providing up to 75 percent of the total cost of the project in federal funds and requiring a 25 percent local
match; and
WHEREAS, one such project that may be eligible for flood mitigation/hazard mitigation assistance
is the South Englewood Flood Reduction Project (Stormwater Master Plan Projects S1 and S2); and
WHEREAS, this Project will resolve significant flooding & sinkhole issues in the South
Englewood Basin by adding a pipe along Stanford Ave and two detention ponds connected to the existing
pipe and outfall to the South Platte River along Oxford Ave. for a total estimated project cost of
$22,750,000.00; and
WHEREAS, the City of Englewood (“City”) desires to apply for $22,750,000.00 in grant funds
for this Project, which includes the required local 25 percent match for the City totaling $5,687,500.00, to
provide financial assistance in support of design and construction of the project to help reduce flooding in
the South Englewood Basin; and
WHEREAS, the City’s 2022 stormwater enterprise fund budget includes $19,000,000.00 in
funding for completion of the South Englewood Flood Reduction Project (Stormwater Master Plan Projects
S1 and S2); and
WHEREAS, if awarded, the grant funds would allow the City to leverage existing bond funds to
complete additional flood reduction projects identified in the Stormwater Master Plan.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
ENGLEWOOD, COLORADO, THAT
Section 1. The City of Englewood, Colorado, is hereby authorized to file an application with
the United States Department of Homeland Security, Federal Emergency Management Agency in the
amount of $22,750,000.00 for Flood Mitigation Assistance Program Grant funding for the Projects
described above.
Page 375 of 432
2
ADOPTED AND APPROVED this 13th day of December, 2021.
Othoniel Sierra, Mayor
ATTEST:
Stephanie Carlile, City Clerk
I, Stephanie Carlile, City Clerk for the City of Englewood, Colorado, hereby certify
the above is a true copy of Resolution _____, Series of 2021.
Stephanie Carlile
Page 376 of 432
December 13, 2021
Federal Emergency Management Agency
500 C Street SW
Washington, DC 20472
RE: FEMA Flood Mitigation Assistance Program Grant Application
To Whom It May Concern:
This letter serves to confirm the city of Englewood’s support of the South Englewood Storm Sewer Project.
The City of Englewood is committed to funding approximately 25% of the estimated project costs. In July
2018, the southern portion of the City of Englewood experienced a significant storm event that caused
wide-spread flooding of private property and significant property damage as well as the death of a young
woman. The flood event was estimated at being just under a 50-year storm event. In early July 2019, the
city experienced the fourth of several sinkholes over about a 10-year period when a section of the existing
storm sewer outfall pipe collapsed. This caused a major sink hole to open up in the roadway and resulted
in the road being closed for eastbound traffic for nearly 2 months as the repair location was too large to
safely accommodate two-way traffic. The resulting inconvenience to the traveling public, loss of revenue
to adjacent businesses, and repair costs to the city were significant.
In order to mitigate these flooding & sinkhole issues, the city undertook a Flood-Prone Evaluation Study
to look at the potential areas of flooding. The study demonstrated that there are significant flooding
problems along the main drainageway in the South Englewood Basin. Three alternatives to mitigate the
flooding were identified and evaluated to determine the most feasible & cost-efficient alternative. The
alternative selected involves adding a pipe from the existing detention pond at Rotolo Park along Stanford
Ave and constructing two new detention ponds connected to the existing outfall pipe to the South Platte
River along Oxford Ave west of Santa Fe Dr.
The City of Englewood looks forward to and appreciates FEMA's interest in this important project. If you
have any questions or require further documentation, please do not hesitate to contact Maria D’Andrea,
Director of Public Works, (mdandrea@englewoodco.gov or (303) 762-2506) at your convenience.
Sincerely,
Othoniel Sierra
Mayor
Page 377 of 432
Resolution Authorizing Submittal of a Grant Application in the Amount of $22,750,000 to the Federal Emergency Management Agency (FEMA) for Funding of the South Englewood Flood Reduction Project (Stormwater Master Plan Projects S1 and S2)
Carrie Evenson, PhD, PE, CFM -Stormwater Program Manager
Page 378 of 432
•Highest priority project identified in the Stormwater Master Plan
•Will enhance the capacity of the city’s storm sewer system, allowing more stormwater to flow through the system from upstream locations
•May be eligible for flood mitigation/hazard mitigation assistance through Colorado Division of Homeland Security and Emergency Management (DHSEM)/Federal Emergency Management Agency (FEMA)
Purpose of the Project
Page 379 of 432
•To approve the authorization to submit an application to FEMA through DHSEM for Hazard Mitigation Assistance (HMA) grant funding
•HMA Background
•Provides 75/25 cost share to fund stormwater
infrastructure projects that reduce or eliminate
long-term risk to people and property from future
disasters, including floods
•Leverages Federal and non-Federal Funding
Purpose of the Resolution
Page 380 of 432
Proposed funding for this project, if grant awarded:
•Funding for the city’s match is available in the Stormwater Fund G/L account number 42-1607-61201 Other Improvements.
Project Funding
Funding Source Amount % of Total
City of Englewood
Matching Funds
$5,687,500.00 25%
FEMA Funds $17,062,500.00 75%
Total $22,750,000.00 100%Page 381 of 432
•Staff recommends City Council approve, by Resolution, the authorization to submit an application in the amount of $22,750,000.00 to the Federal Emergency Management Agency for Hazard Mitigation Assistance grant funding.
Summary
Page 382 of 432
Questions?Page 383 of 432
COUNCIL COMMUNICATION
TO: Mayor and Council
FROM: Tim Dodd
DEPARTMENT: City Manager's Office
DATE: December 13, 2021
SUBJECT:
City of Englewood Strategic Plan Revamp and Community
Engagement Process
DESCRIPTION:
In July of 2020, the City Council adopted a strategic plan which is set to expire in December,
2022. In December, 2021, staff will provide Council with an update on strategic plan
implementation and propose (1) a new structure for the strategic plan; (2) a public engagement
process to set priorities in the strategic plan; and (3) a January, 2022 Council Retreat focused
on the strategic plan
RECOMMENDATION:
Staff recommends that Council approve, by motion, a public engagement process to solicit input
from the public on strategic plan priorities as revised and noted below.
PREVIOUS COUNCIL ACTION:
• January 27, 2020- City Council Vision Session Retreat
• February 10, 2020- Study Session to confirm City Council vision goals
• February 24, 2020- Study Session to review and discuss action plans for each goal
• April and May, 2020- Council and community surveys to set priorities
• June 10, 2020- Council confirmed priorities
• July 20, 2020- Council adopted the City of Englewood 2020-2022 strategic plan
• November 23, 2020- First quarterly update (Q3 2020) on the strategic plan brought to
Council
• November, 2020- Staff completed the Blueprint for Organizational Success as the
Governance section of the strategic plan
• January 22, 2021- Council Retreat to discuss strategic plan
• January 27, 2021- Quarter 4, 2020 strategic plan update brought to Council
• March 11, 2021- Modifications made to strategic plan based on discussions at the
Council Retreat
• April 5, 2021- Staff adopts Sustainability Plan as the sustainability section of the
strategic plan
• April 14, 2021- Quarter 1, 2021 strategic plan update brought to Council
• July 28, 2021- Quarter 2, 2021 strategic plan update brought to Council
• October 20, 2021- Quarter 3, 2021 strategic plan brought to Council
• December 6, 2021- Study Session on modifications to the Strategic Plan
Page 384 of 432
SUMMARY:
In July of 2020, Council adopted the City of Englewood Strategic Plan, originally scheduled to
run through December 31, 2022. On December 6, 2021, Council held a study session on
proposed changes to the plan. Staff made modifications based on Council feedback, and is
now requesting approval, by motion, of a public engagement process to assist in identifying plan
priorities.
ANALYSIS:
Existing Structure
The existing strategic plan is organized into seven outcome areas:
• Neighborhoods: A city that fosters diverse, vibrant, connected, and engaged
neighborhoods;
• Infrastructure: A city that proactively and in a cost-effective manner invests in, maintains,
and plans to protect its infrastructure;
• Local Economy: A city that supports, retains, and attracts a diverse local economy;
• Safety: A city that protects its people, infrastructure, and built environment;
• Sustainability: A city that embraces sustainable visioning, planning, and decision
making that focuses on the economy, equity, ecology, and education of the present
without compromising the ability of future generations to meet their needs;
• Transportation: A city that fosters safe and accessible multi-modal transportation
options; and
• Governance: A city government that is accountable, effective, and efficient.
Each outcome area includes a series of high-level goals, and projects which tie to each goal.
Proposed Modifications
Staff recommends that Council consider making six modifications to the structure of the
strategic plan, designed to streamline the plan's organization, highlight key projects, and
measuring progress on existing initiatives.
Modification #1: Adding a Community Wellbeing Outcome Area
• What: Adding a new outcome area focused on community wellbeing with goals focused
on parks and recreation facilities, physical and mental health, life-long learning,
affordability, and homelessness.
• Why: Ensures the inclusion of the Parks, Recreation, Library and Golf Department and
concepts related to community wellbeing.
Modification #2: Condensing infrastructure and Transportation into one outcome area
• What: Consolidating the existing outcome areas of infrastructure and transportation into
one
• Why: The goals and projects of these two areas are aligned, and the number of projects
in each is relatively low.
Modification #3: Adding outcome metrics
• What: Adding outcome metrics, primarily from the Citizen Satisfaction Survey, to help
understand whether we are succeeding.
• Why: Outcome metrics allow for an understanding of whether high-level outcomes are
being achieved
Page 385 of 432
Modification #5: Adding output metrics
• What: Output metrics (often known as Key Performance Indicators) measure the
efficiency and effectiveness of going initiative and programs
• Why: These metrics allow us to better understand whether we are on track to succeed
Modification #5: Condensing projects
• What: Eliminating projects that are not projects with a specific beginning and end date
• Why: Many of the current projects do not have definitive end dates, which makes it
difficult to determine whether they have been achieved.
Modification #6: Adding project spotlights
• What: Short summaries, one in each outcome area, highlighting accomplished projects
in each outcome area
• Why: Providing these summaries highlights important achievements in each of the
outcome areas.
Modifications from the Council Study Session on December 13, 2021
Staff made the following modifications to the strategic plan, based on feedback received from
Council at a study session on December 13, 2021:
• Chart tracking connections to other outcome areas- A chart near the end of the
document showing how goals track to other outcome areas and goals. Once the
strategic plan is closer to completion, projects will also be added to this chart. Several
goals in the strategic plan focus on achieving more than one outcome, and this chart
allows readers to understand how goals are connected to other outcome areas and
goals.
• Comparing survey data to national benchmarks- Creating a column in the "How do we
know we are succeeding" tables to show how data from the Englewood Citizen
Satisfaction Survey compares to national benchmarks. This places data from
Englewood in context with averages from similar polls across the United States.
Prioritization
Staff will request that Council set priorities within the strategic plan at their retreat in January,
2022 after the completion of a community engagement process. Prioritizing goals will ensure:
• Budget enhancement requests as part of the 2023 budget process will be given priority
status if they tie to one of the strategic plan priorities;
• Staff knows where to focus efforts; and
• Quarterly performance reports will highlight progress on prioritized goals.
Reporting
If the updated strategic plan is adopted by Council, staff will continue to provide quarterly
updates on the progress of projects included in the plan. Additionally, staff will launch a
dashboard in the spring which will show data, updated on a quarterly basis, towards metrics
included in the plan. This data will show whether the City is on track to achieve set targets, and
will also allow users to download and review data with contextual information about each metric.
Proposed Revision Schedule
• December 6, 2021- Draft presentation to Council
Page 386 of 432
• December 13, 2021- Edited draft presented to Council with request for approval of a
public engagement process
• December, 2021- January, 2022- Public engagement period
• January, 2022- Council selects priorities
• March, 2022- Final draft presented to Council for approval
CONCLUSION:
Staff requests that Council approve by motion a public engagement process to collect
prioritization data of strategic plan outcome areas and goals, while also soliciting additional
feedback from the public.
FINANCIAL IMPLICATIONS:
Projects previously placed into the strategic plan were funded in the fiscal years that correlated
to the years of the plan they were included. Existing Fiscal Year 2022 projects are funded in the
2022 operating budget, and all of the projects currently in the draft of the updated strategic plan
are funded in the Fiscal Year 2022 budget. The Council Retreat in January, 2022 will serve as
the kickoff to the Fiscal Year 2022 budget process, and staff will prepare budget proposals
relative to items added by Council to the strategic plan.
CONNECTION TO STRATEGIC PLAN:
The strategic plan serves as the strategic vision for the City of Englewood, and as such all items
that are presented to Council include this section to ensure that all actions of the City tie back to
the strategic plan.
OUTREACH/COMMUNICATIONS:
Staff requests that Council approve, by motion, a public engagement process to assist in
determining priorities within the structure of the strategic plan. Using the Englewood Engaged
platform, staff will ask the public to prioritize outcome areas, as well as goals within each
outcome area. In addition to ranking priorities, the public will also be able to submit comments
related to prioritization. Staff will also provide opportunities for people to weigh in on priorities
through forms at the recreation centers, library, and Civic Center reception area. A report
including rankings and comments from the public will be presented to Council at their retreat in
late January for consideration. This builds on a similar public engagement process that staff
conducted in the summer of 2020 with the development of the initial strategic plan.
ATTACHMENTS:
Draft of the Strategic Plan
Strategic Plan- Public Engagement Process
Page 387 of 432
CITY OF ENGLEWOOD
STRATEGIC PLAN
2022-2025
Page 388 of 432
04
05
06
10
14
18
22
26
30
35
39
ABOUT THE STRATEGIC PLAN
STRATEGIC PLAN OUTCOME AREAS
COMMUNITY WELLBEING
GOVERNANCE
INFRASTRUCTURE AND TRANSPORTATION
LOCAL ECONOMY
NEIGHBORHOODS
SAFETY
SUSTAINABILITY
CONNECTIONS TO OTHER OUTCOME AREAS
STRATEGIC PLAN REPORTING
Table of Contents
Page 389 of 432
STRATEGIC PLAN OUTCOME AREASABOUT THE STRATEGIC PLAN
Each outcome area contains outcome metrics, labeled as “How we will know we are
succeeding?” These metrics come from the City’s resident satisfaction survey, a scientific survey
utilized every two years to collect qualitative data on the opinions of residents of City services
and major challenges facing the City. Additionally, each outcome area includes a series of goals
which include one-time projects and performance metrics to help us know whether we are on
track to succeed.
COMMUNITY
WELLBEING
A city that enriches
resident health, happiness
& quality of life
INFRASTRUCTURE
& TRANSPORTATION
A city that invests in and
maintains infrastructure
& transportation assets
A city that protects its
people, infrastructure,
and built environment
SAFETY
SUSTAINABILITY
A city that focuses on
equity, the environment,
and the economy
LOCAL ECONOMY
A city that supports,
retains, and attracts a
diverse local economy
GOVERNANCE
A city government that is
accountable, effective,
and efficient
NEIGHBORHOODS
A city that fosters vibrant,
engaged, and diverse
neighborhoods
The City of Englewood Strategic Plan provides a strategic vision for the City, organized into
seven outcome areas. Each outcome area includes metrics designed to track our progress in
implementing the plan, as well as projects which include key investments. In January of 2020,
the Englewood City Council held a visioning retreat to identify elements of the ideal Englewood.
Staff then worked to turn this vision into a strategic plan, which was adopted in July of 2020
and which originally ran through December of 2022. In October, 2020, staff began developing
quarterly progress reports which were designed to update Council and the public on progress of
the plan.
The original structure of the plan primarily included one-time
projects designed to achieve key goals. In the fall of 2021, staff
worked with Council to update the plan, which included:
• Eliminating/consolidating projects from the current strategic
plan which are on-going and which do not have fixed
deliverables;
• Added outcome metrics, mostly from the resident satisfaction
survey, to determine whether the large outcomes of each area are
being met;
• Developed a new Community Wellbeing section and consolidated
transportation and infrastructure into one section;
• Added a “Project Spotlight” section in each outcome area to
highlight specific projects that tie to the plan;
• Included performance metrics that departments began tracking
this year; and
• Included departmental goals into the strategic plan.
The revised strategic plan will run through December of 2025, and
updates will be presented to Council and the community on a
quarterly basis.
4 5STRATEGIC PLAN STRATEGIC PLANPage 390 of 432
A city that provides satisfying opportunities for the vitality,
enrichment, welfare, and happiness of the community
The City of Englewood has a history of providing a variety of opportunities for community
members to learn and thrive. From our parks to our two recreation centers to our library,
members of the Englewood community have many opportunities to recreate, learn and grow.
The City is committed to strengthening and growing these opportunities while continuing our
commitment to ensuring affordability and access of the community.
COMMUNITY WELLBEING
MEASUREMENT
Englewood as a place to raise children
Englewood as a place to retire
Overall quality of parks and recreation opportunities
Recreational opportunities
Recreational programs or classes
Recreational centers or facilities
Overall health and wellness opportunities in Englewood
Overall opportunities for education, culture, and the arts
Public library services
City parks
How will we know we are succeeding?
Other outcome metrics:
• 100% of nine-year olds residing in the City of Englewood will learn to swim by their ninth birthday
2014
68%
68%
N/A
64%
79%
78%
69%
52%
83%
80%
2018
56%
56%
N/A
65%
74%
74%
66%
45%
79%
65%
2020
69%
54%
72%
60%
68%
70%
74%
76%
81%
67%
Comparison
to Benchmark
=
=
‘
=
=
=
=
=
=
=
6 7STRATEGIC PLAN STRATEGIC PLANPage 391 of 432
1. Parks and Recreation Facilities: Promote the maintenance, management, and innovative
modifications to the City’s high-quality parks and recreation facilities
Key Projects:
• Develop a maintenance program at Broken Tee to protect the environment and sustain
course conditions
• Complete renovations at Jason, Baker, Cushing, and Centennial Parks
• Implement changes to the Off-Leash program per 2021 Ordinance/ Council Bill 49
• Prepare for a parks/facilities bond in 2023
• Renovation of the Englewood Recreation Center
• Complete installation of new carpet and flooring in public library
2. Physical and Mental Health: Offer formal informal, active and passive opportunities for members
of the community to focus on their physical and mental health
Key Projects:
• Apply for the Make a Splash grant through USA Swimming to allow Englewood residents to take swim
lessons at a reduced rate
• Design and implement customer experience/ survey results
• Align with the National Recreation and Park Association (NRPA) initiatives including equity in parks
and recreation; parks for inclusion; and park community initiatives
• Implement free social pass for Malley Recreation Center (for patrons over 55)
• Offer junior passes and programs for youth and teens at Broken Tee
How we will know we are on track to succeed:
• Monthly and annual registration numbers for Englewood Recreation Center and Malley
Recreation Center
• # unique visits to Pirate’s Cove during the season (May- September)
• Tee time utilization: rounds played compared to rounds available
• Permitting/ programming of open space
3. Lifelong Learning: Opportunities for all ages to improve knowledge, skills, understanding,
and competencies
Key Projects:
• Launch the Englewood History Nook (in partnership with the Englewood Historic
Preservation Society
• Conduct library outreach to public schools, preschools, and senior centers
• Expand the offerings of non-traditional item types in the library’s circulating collection,
including educational enrichment kits, board games, and craft kits
• Implement new child care programs at the Englewood Recreation Center
How we will know we are on track to succeed:
• # of library patron interactions in person, phone, and virtual
• % of items from circulation and collection on a monthly basis
• # of outreach events conducted by library staff
4. Homelessness Services and Mitigation: Programs, initiatives and coordination designed
to help those experiencing homelessness while mitigating the impact of homelessness on the larger
community
Key Projects:
• Homelessness Connect Event
• Implementation of Tri-Cities Homelessness Plan of Action
How we will know we are on track to succeed:
• # of homeless individuals transferred to walk in clinic and provided treatment
• # of participants in resource connect events at library
5. Affordability: Ensure the affordability of Englewood
Key Project:
• Complete the housing needs assessment and exploration of affordable housing policies
(part of CodeNext)
How we will know we are on track to succeed:
• # of E3 and HRIP program participants
PROGRAM HIGHLIGHT:
Horse of a Different Color
The Swedish Horse Corral Project is a public
art installation utilizing fiberglass horses ad
harnessing the talent of local artists began
in the summer of 2021. Funded by the Art
in Public Places program, it was open to
all artists. Of the nearly 60 submissions
the Englewood Cultural Arts commission
accepted, 10 were anonymously selected
based on overall aesthetics and what the
committee felt best represented Englewood.
Designs chosen range from nature-inspired
geometric, and even a few that directly
incorporate elements of Englewood’s history.
The horses were installed along a walkable
route that spans the downtown corridor,
between Englewood Civic Center and Swedish
Medical Center for the next five years.
COMMUNITY WELLBEING
GOALS
8 9STRATEGIC PLAN STRATEGIC PLANPage 392 of 432
A city government that is accountable, effective, and efficient
The governance section is also known as the City’s Blueprint for Organizational Success,
designed as the internal component of our strategic plan to create a culture of organizational
excellence. The Blueprint provides detailed goals and projects for the City to accomplish.
GOVERNANCE
2014
56%
60%
55%
N/A
N/A
68%
72%
MEASUREMENT
Overall confidence in Englewood government
Overall direction that Englewood is taking
Value of services for the taxes paid to Englewood
Being open and transparent to the public
Informing residents about issues facing the community
Overall customer service by Englewood employees
Quality of services provided by the City of Englewood
2018
47%
61%
52%
N/A
N/A
69%
74%
2020
44%
56%
53%
50%
50%
67%
64%
How will we know we are succeeding?
Comparison
to Benchmark
=
=
=
=
=
=
=
10 11STRATEGIC PLAN STRATEGIC PLANPage 393 of 432
1. One Mission: Clear and integrated organizational mission and goals
How we will know whether we are on track to succeed:
• # of best practices identified from other cities
• % of strategic plan projects with quarterly updates
• % of strategic plan projects that include more than one department
2. Policies and Procedures: Updated, accessible, and useable policies and procedures
Key Projects:
• Records management- Create and deploy quality records management system
• Frontline engagement- Develop an approach to engaging frontline staff in process improvement
through a commitment to the Peak Academy training program
• Policy review- Develop a process to identify policies that are not accurately defined, provide policies
and procedures to staff through SharePoint, and educate staff as to why policies and procedures are
needed
3. Employee Engagement: Develop and sustain programs to engage employees
Key Projects:
• Orientation- Establish an orientation which includes tours for new and existing employees
• Wellness- Consider the establishment of an employee wellness program, consider partnering with
the City’s healthcare provider
• Systems- Automate workflow for open requisitions, refine job descriptions, etc.
• Pay Structure- Develop a formal classification and compensation plan
• Working with Other Departments- Establish opportunities for staff to volunteer with other
departments
• Employee Performance Evaluations- Review and revise employee performance forms and systems
4. Internal Communications: Strong, frequent, and meaningful communications with all staff
Key Project:
• Informational Videos- Create a short informational video to highlight each department, such as an
overview of what each department does
How we will know we are on track to succeed:
• Quarterly meetings for all staff or managers/supervisors
• % of employees trained on e-Hub/SharePoint
5. Staff Training and Development: Meaningful, frequent, and interesting training programs
Key Project:
• Implement social contracts in each working group
How we will know we are on track to succeed:
• % of new position requests with a business case
• % of supervisors who participate in supervisory training program
• % of positions filled internally
6. Revenue and Finances: Varied and sustainable
approaches to revenue
Key Projects:
• Study the impact of COVID-19 on city finances
• Explore additional revenue opportunities,
including taxes
• Explore sponsorships and naming rights of
city facilities
• Explore the use of red-light cameras and photo
enforced speed vans
How we will know we are on track to succeed:
• Average # of proposals received per solicitation
• % of tax payments received on time
7. Tools and Technology: Updated, innovative,
and accessible tools and technology
Key Project:
• Develop a technology strategic plan, including
funding needs and funding opportunities
How will we know we are on track to succeed:
• # of trainings offered and % of staff trained
• # of support requests received
• # of computers and monitors
• % of support requests received within four hours
• % of employees that complete cyber security
training
8. Pride in Place: Vibrant, engaged, and
connected places
9. Community Engagement: Effective
community engagement to increase trust, service
delivery, and organizational bandwidth
Key Projects:
• Create a strategic plan for social media
How we will know we are on track to succeed:
• # of documented uses of the City’s Community
Engagement Plan
10. Diversity and Inclusion: Integrate diversity
and inclusion concepts
How we will know we are on track to succeed:
• % diversity across the workforce
11. Employee Recognition: Meaningful
recognition of employees
Key Projects:
• Peer to peer recognition
• Establishment of employee groups and clubs
• Establish a holiday lunch
• Themed recognition events
• Annual Spirit Week
• Innovation grant program
• Monetary reward/ spot bonus program
PROGRAM HIGHLIGHT:
New Website and
Engagement Platforms
Since June, 2020, a committee of
25 staff members worked to gather
feedback from our residents, City
Council, and fellow employees about
what they wanted in a new city website.
The redesign focused on usability
for Englewood residents by making
information more easily accessible
and providing an enjoyable, user-
friendly experience. New tools include
streamline content, user-friendly layout,
enhanced spotlight and new section, a
“service finder,” and a new design and
color scheme. Additionally, Englewood
engaged provides an easy and secure
way to share feedback on City projects.
Input will be collected through polls,
forums, and surveys and includes a sign-
up feature to follow projects.
GOVERNANCE GOALS
12 13STRATEGIC PLAN STRATEGIC PLANPage 394 of 432
A city that proactively and in a cost-effective manner invests in,
maintains, and plans to protect its infrastructure
Over the last three years, the City of Englewood made a commitment to invest in its
infrastructure, and to share the importance of protecting and investing infrastructure with the
community. This includes investment in transportation, water, stormwater, and sewer, and the
acceptance of significant grant funding to further these projects.
INFRASTRUCTURE AND
TRANSPORTATION MEASUREMENT
Overall quality of the transportation system in Englewood
Traffic flow on major streets
Ease of travel by bicycle in Englewood
Ease of walking in Englewood
Street repair
Overall quality of the utility infrastructure in Englewood
Quality of drinking water
Overall quality of sewer services
Stormwater management
How will we know we are succeeding?
Other outcome metrics:
• Reduce the number of structures at risk of flooding in a 25-year storm event by 20%
2014
89%
69%
67%
75%
50%
N/A
40%
71%
66%
2018
87%
59%
65%
76%
50%
N/A
35%
65%
63%
2020
66%
60%
65%
72%
35%
47%
36%
59%
50%
Comparison
to Benchmark
=
=
=
=
=
‘
‘
‘
=
14 15STRATEGIC PLAN STRATEGIC PLANPage 395 of 432
1. Reduce the Risk of Flooding: Implement planning, processes, and projects to reduce the risk of
flooding in the City
Key Projects:
• Complete a city-wide small storm sewer system cleaning
• Clean & televise a portion of the large storm water system
• Complete construction of the Acoma Area Phase 2 storm sewer improvements (S3B)
• Begin construction of the South Englewood Storm Sewer Outfall project
2. Sewer Infrastructure: Ensure protection of the City’s sewer infrastructure
Key Project:
• Implement the South Platte Renew (SPR) strategic plan
How we will know we are on track to succeed:
• % biochemical oxygen demand removal throughout the plant
• Voluntary incentive program for nutrient reduction
• Road mile equivalent of cleaned biogas and tons of CO2 diverted from atmosphere
3. Transportation Infrastructure: Invest in protecting transportation infrastructure in an
innovative, sustainable, and cost-effective manner
Key Projects:
• Construct the Dartmouth Bridge Widening Project (Department goal)
• Begin construction on US 285/Broadway interchange (Department goal)
• Construction the Oxford Pedestrian bridge (department goal)
• US 285 Congestion Mitigation Study (Department goal)
• Upgrade a minimum of 40 pedestrian ramps per year to work towards compliance with the ADA
guidelines (existing)
• Construct prioritized missing sidewalk segments, as funding allows (existing)
• Conduct annual pavement maintenance (Zone 1 routine, Zone 5 preventative and Zone 4 corrective)
How we will know we are on track to succeed:
• Complete pothole repairs within 48 hours of notification and quality of repair inspection will be
completed within 30 days
4. Sustainable Infrastructure Funding: Comprehensive and long-term funding structures to
support investments in infrastructure
Key Projects:
• Finalize development of comprehensive Capital Improvement Plan
• Dissolve the Englewood Environmental Foundation (EEF) and pay off debt
• Complete bonding and grant applications to support water, sewer, and stormwater initiatives
• Close on Water and Infrastructure Finance and Innovation Act (WIFIA) loan
How we will know we are on track to succeed:
• 80% of capital projects completed within the project budget
5. Effectively Manage Assets: Develop and implement processes and plans to strategically track and
maintain assets
Key Project:
• Complete asset inventory of three assets
How we will know we are on track to succeed:
• Respond to all citizen complaints with an acknowledgement within two business days
• Complete 80% of all work requests received from citizens within fifteen business days
6. Multi-Modal Transportation: Ensure access and increased opportunities for multi-modal transportation
Key Projects:
• Require green buffers between the street and the sidewalk for safety
• Finalize and implement scooter pilot program
• Implement components of Walk- and Wheel Plan
• Explore long-term funding options for the Englewood Trolley with the DDA
• Provide wayfinding and placemaking elements such as creative crosswalks in commercial areas
How we will know we are on track to succeed:
• Increase in ridership on the Englewood Trolley
7. Transportation Safety: Ensure the safety of all while traveling in Englewood
Key Projects:
• Review dangerous intersections as part of the Englewood Transportation Advisory Committee (ETAC)
• Complete Walkability Maps for three schools
• Identify and implement initial/quick strike initiatives to improve safety/ awareness
• Work towards completion of the Neighborhood Traffic Calming Program
How we will know we are on track to succeed:
• 80% of capital projects completed within the project budget
• 90% of all Right-of-way Permits issued within five days
of applications
• Complete all preventative maintenance services on 95% of
vehicles and equipment within 30 days of the planned date
for service
• Reports of regulatory signs being damaged or down will be
responded to within three hours
INFRASTRUCTURE AND
TRANSPORTATION GOALS
PROGRAM HIGHLIGHT:
PEDESTRIAN BRIDGE OVER OXFORD AVENUE
A new pedestrian bridge project in Englewood is underway, with construction expected to begin in the
spring of 2022. This bridge will improve bicycle and pedestrian access across Oxford Avenue between Santa
Fe Drive and Navajo Street/ Windemere Street. The project is designed to meet several goals. It will provide
a safer route for the growing number of pedestrians and bicyclists crossing Oxford Avenue; increase the
amount of green signal time for vehicles at the intersection to improve traffic flow; and serve as a crucial
part of both the Englewood Walk and Wheel Plan and Englewood Light Rail Corridor Plan. An initial benefit
will be the chance to bypass having to cross six vehicle lanes of traffic on Oxford Avenue. In the future, it
will also enable more cyclists and pedestrians to continue on a patch along the Rail Trail away from vehicle
traffic and ultimately encouraging and enable more commuters to take advantage of the light rail.
16 17STRATEGIC PLAN STRATEGIC PLANPage 396 of 432
A city that supports, retains, and attracts a diverse
local economy
The City of Englewood includes many local businesses, ranging from the Broadway corridor to
the Hospital District to CityCenter. During the pandemic, Englewood’s businesses persevered
with diligence, innovation, and grit. The City provided a series of grant programs to support local
business during this incredibly challenging time.
LOCAL ECONOMY
MEASUREMENT
Overall economic health of Englewood
Economic development
Variety of business of service establishments in Englewood
Vibrancy of downtown/ commercial area
Englewood as a place to work
Employment opportunities
NOT experiencing housing cost stress
Availability of affordable quality housing
How will we know we are succeeding?
2014
47%
58%
N/A
47%
63%
30%
66%
49%
2018
50%
50%
N/A
38%
56%
34%
59%
31%
2020
52%
51%
55%
52%
58%
35%
49%
26%
Comparison
to Benchmark
=
=
=
=
=
=
‘
=
18 19STRATEGIC PLAN STRATEGIC PLANPage 397 of 432
1. Business Retention and Downtown Vibrancy: Retain and sustain local businesses,
particularly on South Broadway
Key Project:
• Continue to support the implementation and development of the Downtown Development Authority
(DDA)
• Investigate vacancy fees to disincentivize leaving buildings vacant
• Coordinate Small Business Saturday with other entities
How we will know we are on track to succeed:
• # of meetings with property owners about why properties are vacant
• # of exit interviews with companies closing or leaving Englewood
• # of additional office developments for larger (more than 25 full-time positions) office tenants in the
S Broadway corridor
2. Business Climate: Ensure a pro-business climate
Key Projects:
• Review and adoption of the 2022 Unified Development Code (Title 16) (department goal)
• Complete Economic Development Strategic Plan
How we will know we are on track to succeed:
• Number of new businesses
• Number of building permits issued
• % of building inspections performed within 36 hours of request
• % of zoning enforcement actions completed within 20 days of filing
• % of development plan reviews completed within 30 days from application
• Average time to respond to a citizen/applicant request related to licensing
• # of in-person customer feedback sessions with economic development program clients
3. CityCenter Redevelopment: Redevelop and densify CityCenter
Key Projects:
• Master Development Agreement for redevelopment of CityCenter (department goal)
• Facilitate the sale/transfer of LNR controlled properties by the end of the third quarter
• If a hotel is not feasible at CityCenter, explore alternate locations in the central portion of the city
4. Job Training: Supporting programs to provide job training to prospective employees
Key Projects:
• Continue and monitor existing job training programs
• Explore opportunities for educational and training facilities and conduct programs in Englewood
LOCAL ECONOMY GOALS
20 21STRATEGIC PLAN STRATEGIC PLANPage 398 of 432
Vibrant and Connected Neighborhoods
The vibrancy of neighborhoods is a key component of any vibrant, thriving, and connected
community. While maintain connections with neighbors during the COVID-19 pandemic was
challenging, the City of Englewood developed a Neighborhood Resources Program to offer many
fun ways to connect and celebrate neighbors. The City is working with the Historic Preservation
Commission (HPC) to create a citywide neighborhood map, with the goal of strengthening the
Englewood communities of today while preserving the City’s diverse history.
NEIGHBORHOODS
MEASUREMENT
Overall appearance of Englewood
Your neighborhood as a place to live
Well-designed neighborhoods
Preservation of historical or cultural character of the community
Neighborliness of Englewood
Residents’ connection and engagement with their community
How will we know we are succeeding?
2014
62%
80%
N/A
N/A
54%
N/A
2018
59%
74%
N/A
N/A
52%
N/A
2020
52%
73%
51%
43%
61%
65%
Comparison
to Benchmark
‘
=
‘
‘
=
‘
22 23STRATEGIC PLAN STRATEGIC PLANPage 399 of 432
1. Neighbor to Neighbor Connections: Ensure neighbors are connected to one another
Key Projects:
• Finalize and publicize new neighborhood map
• Implement neighborhood signage program
• Create a strategic plan for neighborhood resources
• Create neighborhood grant program
How we will know we are succeeding?
• # of completed mediations
• # of (and dollar amount) of “get to know our neighbor” grants
• # of neighborhood group leaders
• # of neighbor to neighbor programs
• # of neighborhood meetings with law enforcement/ code enforcement presentations
2. Community Engagement: Engage the community through deliberate engagement and volunteer
opportunities
Key Projects:
• Establish a formal volunteer management program
How we will know we are on track to succeed:
• % of documents/programs/processes involving community engagement that utilize Englewood
Engaged to solicit input from the public
3. Neighborhood Aesthetics: Promote and encourage the beautification, cleanliness, and code
compliance in neighborhoods and the City overall
How we will know we are on track to succeed:
• % of total code complaints received through QAlerts
• % of violations abated after Notice of Violations
4. Communication: Ensure community and City events are shared throughout the City through a variety
of methods
Key Projects:
• Create a strategic plan for social media
• Publish four issues of the Citizen Magazine
How we will know we are on track to succeed:
• # of video views
• # of social media followers
• # of email subscribers
• # of Polco subscribers
• Website scores
NEIGHBORHOODS GOALS PROGRAM HIGHLIGHT:
Special Events Bringing
People Together
The City of Englewood purchased a block
party trailer, which allows community
members to get to know their neighbors.
The trailer can be rented for a small fee
and includes all of the party essentials,
including tables, chairs, coolers, trash cans
and bags, as well as yard games like corn
hole, jumbo Jenga, bocce ball and soccer.
24 25STRATEGIC PLAN STRATEGIC PLANPage 400 of 432
A city that protects its people, infrastructure, and built
environment
The safety of a community, including actual safety and the perception of safety, is critical to
ensuring the overall wellbeing of our community. In the summer of 2020, after the brutal death
of Mr. George Floyd at the hands of an officer of the Minneapolis, MN Police Department, the
Englewood Police Department and the City of Englewood set in motion a comprehensive review
of policing policies and procedures. Building on a history of innovations in policing, the review
process included a community townhall and survey and the development of a Police Reform
Task Force. All of the recommendations of the task force are included in the strategic plan, as
well as other initiatives designed to ensure the safety of our community.
SAFETY
MEASUREMENT
Overall feeling of safety in Englewood
Crime prevention
Police services
How will we know we are succeeding?
2014
66%
63%
76%
2018
62%
51%
78%
2020
56%
50%
60%
Comparison
to Benchmark
‘
‘
‘
26 27STRATEGIC PLAN STRATEGIC PLANPage 401 of 432
1. Innovate in Policing: Review best practices from other cities and continuously innovate
Key Project:
• Hiring community relations/ crime prevention coordinator
• Provide robust training and development for officers to be exposed to innovations in policing
• Evaluate and review the success of the Co-Responder program
• Create protocols to work with the dispatch center to divert mental health calls to crisis team
How we will know we are on track to succeed:
• Average # of participants at community outreach events
2. Building and Place Safety: Ensure the safety of public buildings and spaces
Key Projects:
• Implement the recommendations of the Crime Prevention through Environmental Design (CPTED)
audit with available funding and staffing resources
3. Public Safety Services: Invest in high-quality policing and other public safety services
Key Projects:
• Apply for and receive re-accreditation through the Colorado Association of
Chiefs of Police
How we will know we are on track to succeed:
• X% of victims contacted within X business days by Victims Assistance
• Average case clearance rate (Patrol and investigations)
4. Policing Policies: Collect data on and make recommendations related to
policing policies
Key Projects:
• Consider use of force policy
• Compile annual report on use of force for internal and external communication
How we will know we are on track to succeed:
• % of staff trained on departmental policies and procedures
SAFETY GOALS
28 29STRATEGIC PLAN STRATEGIC PLANPage 402 of 432
A city that focuses on the economy, equity, ecology, and
education of the present without compromising the ability of
other generations to meet their needs.
In November of 2020, staff met with Council to discuss defining sustainability, setting
sustainability goals, and potentially adding additional projects into the sustainability section
of the strategic plan. Additionally, in January, 2021, Council held a retreat and additional
suggestions came out of a sustainability break out session. The sustainability plan is a “plug-in-
plan,” meaning that while it functions as a stand-alone plan, it is also the sustainability section
of the strategic plan.
SUSTAINABILITY
Reduction in carbon emissions
Number of days out of ozone compliance
Reduction in fuel usage
Reduction in the number of structures at risk of flooding
% of Englewood residents who do not live in a food desert
Increase the use of organic fertilizer by 20% over the next five years
Reduce the use of Glyphosate in parks and open space by 25% over the next five years
Increase tree canopy on city-owned property
% of housing units within a half-mile of a park, a transit stop, and a grocery store
% of City processes that are paperless
How will we know we are succeeding?
30 31STRATEGIC PLAN STRATEGIC PLANPage 403 of 432
1. Air Quality: Improved air quality to protect public and private health
Key Projects:
• Monitor air quality through regional partners and use of technology
• Explore establishment of a plan to increase the percentage of electric vehicles in the City’s fleet
• Continue program, begun in 2010, to provide electronic golf carts to golfers at Broken Tee
2. Built Environment and Infrastructure: Infrastructure designed and maintained in an
economic, equitable, and ecological manner
Key Projects:
• Evaluate financial model supporting sustainability and infrastructure and communicate necessary
alternatives, if applicable
• Consider placing energy efficiency in Building Code and continue to pursue Green Building Code
• Develop and implement comprehensive Capital Improvement Plan
• Develop a comprehensive asset management program to ensure maintenance and replacement of
planning for City buildings
How we will know we are on track to succeed:
• # of green certified buildings
• % of city-owned assets included in asset management system
• Implement improved park design through park renovation and park design
3. Community Resilience: A community that can foresee, withstand, adapt to, and recover
from adversity
Key Projects:
• Explore reducing wait list for residential E3 program by supplementing CDBG funds with General
Fund dollars to the extent allowed by federal guidelines
• Create neighborhood grant programs to promote beautification, service projects, neighborhood
identification, neighborhood events, etc.
How we will know we are on track to succeed:
• % of waitlisted residential E3 program participants removed from waitlist
• % of neighborhood grant projects that related to beautification
4. Economic Resilience: A local economy that can foresee, withstand, adapt to, and recover
from adversity
How we will know we are on track to succeed:
• % of small business grant recipients located on South Broadway
5. Energy: Programs, policies, and initiatives designed to encourage renewable, affordable, and accessible energy
Key Projects:
• Evaluate current Ameresco contract for continued benefit to the city
• Work with the Colorado Energy Office to conduct an Energy Performance Audit on major city facilities
• Continue to provide grants to low- and moderate-income households of up to $8,000 with a
homeowner’s match of 20% for conservation and energy efficiency upgrades, as determined by an
energy audit
• Study and pursue geothermal opportunities
• Supplement micro turbine project
• Study and pursue solar gardens
How we will know we are on track to succeed:
• % renewable generation each year on a regional basis
6. Food System: Access to affordable and nutritious food
Key Project:
• Consider development of a pilot “garden in a box” programy
7. Natural Environment: Protection of our natural environment
Key Projects:
• Reduce the use of Glyphosate in parks and open spaces
• Utilize organic fertilizers on athletic fields, increase the use of the organic fertilizer by 20% over the next
five years
• Conversion of nearly six acres at Broken Tee Golf Course from maintained turf to native grass areas as
well as in certain park areas
8. Transportation: Increased access to multimodal
transportation options, and ensuring most needs are
met within a travel distance of 15 minutes
How we will know we are on track to succeed:
• New miles of non-motorized trails and paths
9. Waste and Recycling: Increase recycling and
diversion of waste
Key Projects:
• If Council choose a single hauler,
implement system
• Implement a recycling program at all City
facilities, tracking tonnage collected
• Provide electronic and hazardous
waste recycling
• Evaluate existing paper processes to
determine when and how they can
become paperless
SUSTAINABILITY GOALS
32 33STRATEGIC PLAN STRATEGIC PLANPage 404 of 432
PROGRAM HIGHLIGHT:
River Clean Up
South Platte Renew (SPR) hosts an
annual River Clean-up Event each April
in celebration of Earth Day. During the
event, SPR invites volunteers to collect
trash and debris along the South Platte
River. The event brings together SPR
staff, businesses, schools, and the cities
of Littleton and Englewood to make a
positive impact on our local watershed.
In 2021k, SPR set a goal of collecting 100
bags of trash and recycling during the
event and volunteers collected double
the goal at 201 bags!
10. Water Protection: Protection of water resources
Key Projects:
• Implement park irrigation system repair and preplacement plans and prioritizing irrigation systems
by condition and replacing when funding becomes available
• Replace/repair irrigation systems in parks by replacing outdated nozzles and spray heads to increase
efficiency. Replace outdated valves and overall irrigation systems
• Hold annual river cleanup event
• Complete construction of Big Dry Creek Diversion project
• Complete softening evaluation
• Conduct chemical oxygen demand testing, and property dispose of COD test tubes
• Implement water conservation program
• Undertake a water usage analysis of City facilities
• Install meters to eliminate flat rate accounts
• Consider xeriscaping in the public right of way
• Implement a phased repair and replacement schedule outlined in the master plan
• Evaluate opportunities for incorporating water quality improvements in public infrastructure projects
• Complete Allen Water Treatment Plat capital improvements
• Initiate the construction of the Big Dry Creek Diversion Project
• Identify opportunities for new emergency interconnections with Denver Water
• Complete waterline replacement
• Fully implement new Utility Billing Software
How we will know we are on track to succeed:
• Disinfection residual
• Water loss/ unaccounted for water
• Water pressure
• Waterline break rate
• Sanitary sewer overflows
While goals tie to one of the seven outcome areas, many overlap
into other areas of the plan. This chart shows how goals tie into
other sections of the strategic plan
CONNECTIONS TO OTHER
OUTCOME AREAS
OUTCOME AREA
Community Wellbeing
Community Wellbeing
Community Wellbeing
Community Wellbeing
Community Wellbeing
Governance
Governance
Governance
GOAL
Parks and recreation
facilities
Physical and mental
health
Lifelong learning
Homelessness services
and mitigation
Affordability
One mission
Policies and procedures
Employee engagement
DESCRIPTION
Promote the maintenance,
management, and innovative
modifications to the City’s high-quality
parks and recreation facilities
Offer formal, informal, active and
passive opportunities for members
of the community to focus on their
physical and mental health
Opportunities for all ages to improve
knowledge, skills, understanding and
competencies
Programs, initiatives, and
coordination designed to help those
experiencing homelessness while
mitigating the impact of homelessness
on the larger scale
Ensure the affordability of Englewood
Clear and integrated organizational
mission and goals
Updated, accessible, and useable
policies and procedures
Develop and sustain programs to
engage employees
CONNECTION TO OTHER OUTCOME AREAS
Infrastructure and
Transportation - Asset
management
Neighborhoods - Local
Economy
Sustainability - Energy
34 35STRATEGIC PLAN STRATEGIC PLANPage 405 of 432
OUTCOME AREA GOAL DESCRIPTION
CONNECTION TO OTHER OUTCOME AREAS
Governance
Governance
Governance
Governance
Governance
Governance
Governance
Governance
Infrastructure and
Transportation
Infrastructure and
Transportation
Infrastructure and
Transportation
Infrastructure and
Transportation
Infrastructure and
Transportation
Infrastructure and
Transportation
Infrastructure and
Transportation
Local Economy
Internal communications
Staff training and
development
Revenue and finances
Tools and technology
Pride in place
Community engagement
Diversity and inclusion
Employee recognition
Flood mitigation
Sewer infrastructure
Transportation
infrastructure
Sustainable infrastructure
funding
Asset management
Multi-modal
transportation
Transportation safety
Business retention and
downtown vibrancy
Strong, frequent, and meaningful
communications with all staff
Meaningful, frequent, and interesting
training and development programs
Varied and sustainable approaches to
revenue
Updated, innovative, and accessible
tools and technology
Vibrant, engaged and connected
places
Effective community engagement to
increase trust, service delivery, and
organizational bandwidth
Integrate diversity and inclusion
concepts
Meaningful recognition of employees
Implement planning, processes, and
projects to reduce the risk of flooding
in the City
Ensure protection of the City’s sewer
infrastructure
Invest in protecting transportation
infrastructure in an innovative,
sustainable and cost-effective manner
Comprehensive and long-term funding
structures to support investments in
infrastructure
Develop and implement processes
and plans
Ensure access and increased
opportunities for multi-modal
transportation
Ensure the safety of all while traveling
through Englewood
Retain and sustain local businesses,
particularly on South Broadway
Neighborhoods
- Community
Engagement
Sustainability -
Community Resilience
Sustainability -
Economic Resilience
Community Wellbeing -
Parks and Recreation
Sustainability -
transportation
Sustainability -
Economic resilience
OUTCOME AREA GOAL DESCRIPTION
CONNECTION TO OTHER OUTCOME AREAS
Local Economy
Local economy
Neighborhoods
Neighborhoods
Neighborhoods
Neighborhoods
Safety
Safety
Safety
Safety
Sustainability
Sustainability
Sustainability
Sustainability
Business climate
CityCenter
redevelopment
Neighbor to neighbor
connections
Community engagement
Neighborhood aesthetics
Communication
Police innovation
Building and place safety
Public safety services
Policing policies
Air quality
Built environment and
infrastructure
Community resilience
Economic resilience
Ensure a pro-business climate
Develop and densify CityCenter
Ensure neighbors are connected to
one another
Engage the community through
deliberate engagement and volunteer
opportunities
Promote and encourage the
beautification, cleanliness, and code
compliance in neighborhoods and the
City overall
Ensure community and City events
are shared throughout the City and
through a variety of methods
Review best practices from other cities
and continuously innovate
Ensure the safety of public buildings
and spaces
Invest in high-quality policing and
other public safety services
Collect data on and make
recommendations related to policing
policies
Improved air quality to protect public
and private health
Infrastructure designed and
maintained in an economic, equitable,
and ecological manner
A community that can foresee,
withstand, adapt to, and recover from
adversity
A local economy that can foresee,
withstand, adapt to, and recover from
adversity
Governance
- Community
engagement
Safety - Building and
place safety
Neighborhoods
- Neighborhood
aesthetics
Infrastructure and
Transportation - flood
mitigation
Infrastructure and
transportation - flood
mitigation
Local Economy -
business retention and
downtown vibrancy
36 37STRATEGIC PLAN STRATEGIC PLANPage 406 of 432
OUTCOME AREA GOAL DESCRIPTION
CONNECTION TO OTHER OUTCOME AREAS
Sustainability
Sustainability
Sustainability
Sustainability
Sustainability
Energy
Food system
Transportation
Waste and recycling
Water protection
Programs, policies, and initiatives
designed to encourage renewable,
affordable, and accessible energy
Access to affordable and nutritious
food
Increased access to multimodal
transportation options, and most
needs are met within a travel distance
of 15 minutes
Increase recycling and diversion of
waste
Protection of water resources
Community Wellbeing -
Affordability
Infrastructure and
Transportation - Multi-
modal transportation
Strategic plan updates will be posted on a quarterly basis
to the City’s Strategic Plan website:
https://www.englewoodco.gov/government/city-council/council-s-vision-and-strategic-plan
STRATEGIC PLAN REPORTING
38 39STRATEGIC PLAN STRATEGIC PLANPage 407 of 432
CONTACT US
1000 Englewood Parkway
Englewood, CO 80110
303-762-2300
www.englewoodco.gov
Page 408 of 432
Strategic Plan
Public
Engagement
Process
Tim Dodd, Assistant City Manager
Page 409 of 432
Modifications Based on December 6 Study Session
•Chart tracking connections to other outcome areas
What:A chart near the end of the document showing how goals track to
other outcome areas and goals. Once the strategic plan is closer
to completion, projects will also be added to this chart.
Why:Several goals in the strategic plan focus on achieving more than
one outcome.This chart allows viewers to understand how goals
connect to other outcome areas and goals.
•Comparing survey data to national benchmarks
What:Creating a column in the “How do we know we are succeeding”
tables to show how data from the Englewood Citizen Satisfaction
Survey compares to national benchmarks.
Why:Places data from Englewood in context with averages from similar
polls across the United States. Page 410 of 432
•Timeframe:Mid-December through Mid-January
•Platforms:Englewood Engaged
Forms at the library, recreation centers, and Civic Center
•Requested Information:Outcome Area Priorities
Goal Priorities
Comments on the plan
Public Engagement Process
Page 411 of 432
Staff will request that Council set priorities within the strategic plan at their retreat
in January, 2022 after the completion of a community engagement process.
Prioritizing goals will ensure:
•Budget enhancement requests as part of the 2023 budget process will be
given priority status if they tie to one of the strategic plan priorities;
•Staff knows where to focus efforts;and
•Quarterly performance reports will highlight progress on prioritized goals.
Prioritization Page 412 of 432
Revision Process
December 6,
2021-
Draft presented
to Council
December 13,
2021-
Edited draft
presented to
Council
December,
2021-January,
2022-
Public
engagement
January, 2022-
Council selects
priorities
March, 2022-
Final draft
presented to
Council for
approval
Page 413 of 432
Questions
Page 414 of 432
STUDY SESSION
TO: Mayor and Council
FROM: Tamara Niles
DEPARTMENT: City Attorney's Office
DATE: December 13, 2021
SUBJECT:
Presentation on Project to Consider Revisions to City Charter,
Consideration of Resolution Creating Charter Advisory Committee
DESCRIPTION:
The City Charter currently provides a detailed framework for operation of City business, which
has occasionally proven to be outdated and unwieldy. Pursuant to City Council direction, the
City Attorney's Office has initiated a City Charter revision project, with the goal of proposing
revisions to the Charter to be considered by the Englewood voters in November 2022. Should
Council wish to move forward, the City Attorney's Office has drafted a proposed resolution
establishing a City Charter advisory committee.
RECOMMENDATION:
Due to the significant pros of a committee, and cons of an elected Charter Commission, the City
Attorney's Office recommends City Council create a 9-member ad hoc City Charter Advisory
Committee to study the City Charter and propose revisions for consideration by City Council.
(By statute, an elected Charter Commission also consists of 9 members).
PREVIOUS COUNCIL ACTION:
No prior formal action. City Council directed the City Attorney's Office to pursue a Charter
review and revision project in 2022.
SUMMARY:
In order to pursue a Charter review and revision project, City Council first must establish a
procedure. City Charter requires only that City Council, on its own initiative, submit Charter
amendments to the electorate. (Or, in the alternative, that Charter revisions be proposed by
petition.) City Council has three options, however: oversee the process directly; adopt an
Ordinance to create a formal Charter Commission, for consideration in a public vote; or
establish an ad hoc City Charter Advisory Committee to review the Charter and recommend
revisions for consideration by City Council.
ANALYSIS:
Englewood City Charter was adopted on July 8, 1958 and amended 22 times since by public
vote. The adoption of the Charter by public vote created a Home Rule City that authorizes us to
make our own laws (versus those that are created by state legislature and contained within
statute). Charters adopted in this time period are detailed, and provide specific procedures for
implementation that can only be revised by vote of the citizens.
Page 415 of 432
Multiple provisions of the current Charter are outdated, for example:
• Current charter requires meetings at a specific location: it does not recognize changes in
technology that allow for virtual meetings, or emergency meetings in a pandemic
• Current charter assumes those in authority are male
• Current charter requires new members to take office at 8 p.m. with no flexibility
Modern City Charters do not provide significant detail for the actual operation of the City and
City Council. Instead, modern City Charters are a “Framework Charter” that provide authority
for City action, but allow City Council to implement the details of that general authority through
ordinances. For example, a modern Framework Charter may establish:
• The number of times City Council meets per month, but City Council has discretion to
set where, when, and if virtual meetings are appropriate
• The date new Council Members take office, but City Council has discretion to set the
time.
Because of these known issues, City Council directed the City Attorney’s office to initiate and
oversee an analysis of City Charter and consider Charter revisions. Section 8 of the Charter
provides the procedure for its Amendments “Amendments… may be framed and submitted to
the electors through petitioning the Council, or framed and submitted to the electors by Council
on its own initiative…”
The next regular election to consider one or more Charter Amendments is the November 8,
2022 election, and City Council could pass one or more ordinances to approve Charter
Amendments.
To be on the November 2022 ballot, the following timeline would be:
• July 5, 2022: City Council adopts one or more ordinances calling for a Charter
amendment ballot question on first reading
• July 18, 2022: City Council adopts one or more ordinances calling for a Charter
amendment ballot question on second reading
The first step is for Council to establish the Charter Amendment review and revision
recommendation process.
CONCLUSION:
City Council should consider creating an ad hoc committee to oversee the revision process and
make recommendations to City Council for ballot language. Such a committee: encourages
public participation and input; maintains City Council oversite and decision-making over the
ballot language; provides a public body for consideration of Charter revisions; follows City
Council precedent for similar projects (UDC Steering Committee); and can be accomplished
quickly and without expense.
Due to the relatively short timeframe for the project, if City Council decides to appoint a review
committee, we recommend Council adopt a resolution creating the committee to allow the City
to advertise and solicit applicants for interview and appointment on January 10, 2022.
FINANCIAL IMPLICATIONS:
If City Council chooses to pursue a Charter Commission elected in a special vote, the election
will cost $36,000 (or alternatively, this Project will be delayed until the November 2022 ballot for
Page 416 of 432
creation and election of a Charter Commission). The City also will retain an expert consultant to
oversee and direct the process, which has significant experience in doing so for other Colorado
cities. This cost will be born by the City Attorney's Office, utilizing budget savings realized
through staffing shortages in most of 2021. It is anticipated this will cost approximately $15,000,
but is dependent upon time spent by the consultant.
CONNECTION TO STRATEGIC PLAN:
Governance
OUTREACH/COMMUNICATIONS:
None; If a resolution creating an advisory committee is adopted, the City Communications
Department will immediately begin advertising efforts to solicit applicants to the committee
ATTACHMENTS:
Resolution creating a 9-member City Charter Review Committee
Powerpoint
Page 417 of 432
1
RESOLUTION NO.
SERIES OF 2021
A RESOLUTION ESTABLISHING A CITY CHARTER ADVISORY
COMMITTEE FOR THE CITY OF ENGLEWOOD.
WHEREAS, the Englewood City Charter was adopted on July 8, 1958, and amended by
public vote 22 times since adoption; and
WHEREAS, multiple provisions of the current Englewood City Charter may be outdated, and
therefore the Charter is in need of study and careful consideration; and
WHEREAS, the City Charter may be amended only by a vote of the electorate, placed on the ballot
through Petition or City Council Ordinance; and
WHEREAS, prior to consideration of an Ordinance establishing one or more ballot questions for
City Charter amendments, City Council desires to create and appoint a citizen board to study the City
Charter, consider its current provisions, and recommend proposed revisions to City Council.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF ENGLEWOOD, COLORADO, THAT:
Section 1. The City Council of the City of Englewood, Colorado, hereby creates a nine-
member City Charter Advisory Committee, to review the City Charter and propose revisions for
consideration by City Council.
Section 2. Initial appointments to the City Charter Advisory Committee shall be made as follows:
a. Upon adoption of this Resolution, the City shall undertake outreach and advertising efforts
regarding the Charter review project, and soliciting applicants for the City Charter Advisory
Committee. Applications shall be requested and accepted by the City until 5 p.m. on January
4, 2022.
b. City Council shall interview and discuss applicants at its meeting on January 10, 2022.
c. No later than January 18, 2022, from the applications received, each member of the City
Council (including the Mayor and Mayor Pro Tem) of the City Council shall appoint one (1)
Committee member from his or her constituents: if the City Council member is elected to
represent a district, the appointee shall be an elector of that district; if the member is elected
at large, the appointee shall be a registered elector within the City of Englewood at large. The
remaining two (2) members of the Committee shall be selected by majority vote of the City
Council, from electors at large within the City of Englewood.
d. Each member of the Committee shall serve until the Committee has submitted its final report
to the City Council, at which time the Committee shall be dissolved.
e. Should a vacancy arise on the Committee, the vacancy shall be filled by majority vote of the
City Council.
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2
Section 3. Duties/Schedule.
a. The City Charter Advisory Committee shall meet at regularly scheduled intervals (which
is anticipated to be a minimum of two times per month), to review the City Charter and
consider proposed revisions. At its first meeting, the Committee shall elect its own
chairperson, vice chairperson, and other officers as it deems necessary.
b. The Committee may adopt rules of procedure for its operations and proceedings. A
majority of the Committee members shall constitute a quorum for transacting business.
Further meetings of the Committee shall be held upon call of the chairperson or a majority
of the members. All meetings shall be open to the public.
c. Members of the Committee shall receive no compensation but may be reimbursed for
actual and necessary expenses incurred in the performance of their duties. The Committee
may conduct interviews and make investigations in the preparation of proposed Charter
revisions, and, to the fullest extent practicable, municipal officials, expert consultants, and
employees shall cooperate with the Committee by providing information, advice, and
assistance.
d. No later than June 13, 2022, the Committee shall issue to City Council a final report
approved by a majority of the Committee proposing any recommended revisions to the
City Charter.
e. Upon receipt of the final report, and no later than July 5, 2022, City Council will discuss
and consider the first reading of an Ordinance or Ordinances establishing ballot questions
seeking voter consideration of proposed amendments to the City Charter.
Section 4. City staff is hereby authorized and directed to take such further action as may be
necessary to effectuate the directives of this Resolution, and to provide the Committee resources and
assistance necessary to complete its duties as assigned hereunder.
ADOPTED AND APPROVED this 13th day of December, 2021.
Othoniel Sierra, Mayor
ATTEST:
Stephanie Carlile, City Clerk
I, Stephanie Carlile, City Clerk, for the City of Englewood, Colorado, hereby certify the above is
a true copy of Resolution No. _____, Series of 2021.
Stephanie Carlile
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City Charter Revision Project
Tamara Niles
City Attorney
Page 420 of 432
Englewood City Charter adopted on July 8, 1958 and amended 22 times since by public vote
The adoption of the Charter by public vote created a Home Rule City that authorizes us to make our own laws (versus those that are created by state legislature and contained within statute)
Charters adopted in this time period are detailed, and provide specific procedures for implementation that can only be revised by vote of the citizens
Background
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Multiple provisions of the current Charter are outdated, for example:
Current charter requires meetings at a specific location: it does notrecognize changes in technology that allow for virtual meetings, or emergency meetings in a pandemic
Current charter assumes all those in authority are male
Current charter requires new members to take office at 8 p.m. with no flexibility
Current Charter
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Modern City Charters do not provide significant detail for the actual
operation of the City and City Council
Instead,modern City Charters are a “Framework Charter” that
provide authority for City action, but allow City Council to implement
the details of that general authority through ordinances
For example,a modern Framework Charter may establish:
The number of times City Council meets per month, but City
Council has discretion to set where, when, and if virtual
meetings are appropriate
The date new Council Members take office, but City
Council has discretion to set the time
Modern Trends for City Charters
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Because of these known issues, City Council directed the City Attorney’s office to initiate and oversee an analysis of City Charter and consider Charter revisions
Section 8 of the Charter provides the procedure for its Amendment:
“Amendments…may be framed and submitted to the electors through petitioning the Council, or framed and submitted to the electors by Council on its own initiative…”
Amending the Charter
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Next regular election to consider one or more Charter Amendments is the November 8, 2022 election
City Council could pass one or more ordinances
For this election:
July 5, 2022: City Council adopts one or more ordinances calling for a Charter amendment ballot question on first reading
July 18,2022: City Council adopts one or more ordinances calling for a Charter amendment ballot question on second reading
Amendment Schedule
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Charter authorizes City Council on its own initiative to draft and submit ballot questions for Charter Amendments
Charter Commission, elected by public vote
City Advisory Committee, to review and recommend revisions
Options to Proceed
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No advisory committee or Charter Commission is required by Englewood Charter
Pros
City Council could take on this project itself, debate Charter amendments, and potentially expedite this process
Cons
This limits citizen input,and could politicize the process
City Council already has a full work load/large duties
City Council Page 427 of 432
A Charter Commission is only required by Colorado Constitution in adopting a new City Charter
City Council could voluntarily elect to utilize a Charter Commission
Pros
Provides an independent, elected body for consideration of Charter revisions
Cons
Decisions of the Charter Commission are binding so it eliminates City Council’s input and opinion
Requires an election of the Commission, so it delays the process
If Council decides to hold a special election, it costs approximately $36,000
Candidates running for the Charter Commission can politicize the process
This is not a process envisioned in the City Charter
Charter Commission
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City Council could create an ad hoc committee to oversee the revision process and make recommendations to City Council for ballot language
Pros
Encourages public participation and input
Maintains City Council oversite and decision-making over the ballot language
Allows City Council to reconsider recommendations,but is not required to accept them
Provides a public body for consideration of Charter revisions
Follows City Council precedent for similar projects (UDC Steering Committee)
Creation and appointment to the committee can be accomplished quickly and without expense
Cons
There is no formal election process for committee members,so it is not anindependentbodychosen by the citizens
City Charter Advisory Committee
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Due to the significant pros of a committee, and cons of an elected Charter Commission, the City Attorney’s Office recommends City Council create an ad hoc City Charter Advisory Committee
Recommended Procedure:
Upon creation, utilize Communications Department for significant public outreach to solicit applications
Interview and appoint members in January, to meet two times per month with expert consultant
Present recommendations to City Council in June, 2021 for Council consideration
Recommend Advisory Committee
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Because this process must be complete by July, 2021 to be on the November, 2022 ballot, time is of the essence
We request direction as to how Council desires to proceed
If Council directs formation of an Advisory Committee,community outreach efforts to solicit committee applicants should begin in December,2021
Council Direction Requested
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QUESTIONS?Page 432 of 432