HomeMy WebLinkAbout2570 PBA 20/21-31 SHI Int'l - Microsoft AgreementSANFORD
FINANCE UEPARIM.ENT
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PURCHASING DEPARTMENT �tD
TRANSA4rrrAL, MEMORANDUM
To: C. j 1-x.A v
RE: Microsoft agreetn nt
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The item(s) noted below is/are attached and forwarded to your office for the following action(s):
❑ Development Order Mayor's signature
❑ Final Plat (original mylars) Recording
❑ Letter of Credit
❑ Rendering
❑ Maintenance Bond
❑ Ordinance ❑ Safe keeping (Vault)
❑ Deputy City Manager
❑ Performance Bond
El Resolution ✓ /❑ Payment Bond
❑ ® City Manager Signature 110%0—/
}� City Clerk Attest/Signature 3/�S
/❑ City Attorney/Signature
Once completed, please:
® Return originals to Purchasing- Department
❑ Return copies
Special InstructionsP-/
PwtrG� a� 3/11 021
From
Date
5harcPoint_Pinance_Purchasing_Forms - 2018.doc
Q). All other provisions in the original government contract are fully binding on
the parties and will represent the agreement between the City and the Vendor.
Entered this 12th day of March, 2021.
Attest: SHI International, Corp., a New Jersey
corporation which is authorized to
conduct business in Florida.
/Otz� -s-�
Paul Ng
Secretary
Attest:
Traci Houchin
Traci Houchin, MMC, FCRM, City Clerk
Approved as to form and legal sufficiency.
i oe ity tt y
Kristina Mann
Manager — Contracts
Date: 3/12/2021
Cit,
By:
Art
Dat
`I
WS RM X
CITY OF Item No. lm _
SANF ORD
FLORIDA
CITY COMMISSION MEMORANDUM 20.229.F
DECEMBER 14, 2020 AGENDA
TO: Honorable Mayor and Members of the City Commission
PREPARED BY: Bob Keegan, Network Operations Administrator
SUBMITTED BY: Norton N. Bonaparte, Jr., City Manager
SUBJECT: Microsoft Software Renewal
STRATEGIC PRIORITIES:
❑ Unify Downtown & the Waterfront
❑ Promote the City's Distinct Culture
❑ Update Regulatory Framework
❑ Redevelop and Revitalize Disadvantaged Communities
SYNOPSIS:
Approval to execute a renewal of the Microsoft Enterprise License Agreement in the amount of
$133.000.41 to SHI (Software House International) is requested.
FISCAL/STAFFING STATEMENT:
Funds designated for this expenditure are available in the FY 2021 Information Systems — General
Fund budget.
BACKGROUND:
Each year, the City must establish a purchase action to fund and continue technology support
contracts. Microsoft products are the City's adopted productivity and office software. This is a
continuation of an existing agreement.
The Microsoft Enterprise Agreement (EA) provides to the City of Sanford a suite of Microsoft
iv. products that build the core foundation of the City's productivity software. Under this license
--C agreement, we will be able to utilize the current versions of Windows, Office, SharePoint,
Illyr Exchange, and SQL. These products are critical to the daily functions of the City, enabling
departments to send email, produce documents, track expenditures, produce budgets, collaborate
on projects, and more.
LEGAL REVIEW:
No legal review requested of the City Attorney.
RECOMMENDATION:
It is staff's recommendation that the City Commission approve the expenditure of $133,000.41 to
Software House International (SHI) to renew the Enterprise Agreement with Microsoft.
SUGGESTED MOTION:
"I move to approve payment in the amount of $133,000.41 to Software House International (SHI)
to renew the Enterprise Agreement with Microsoft."
Attachment: SHI Quote 19557682
C�
City of Sanford
Dan Ayala
Phone: (321) 377-5022
Fax:
Email: Daniel.Ayala@sanfordfl.gov
All Prices are in US Dollar (USD)
Product
1 Azure prepayment - US Gov (6QK-00001)
Microsoft - Part#: J5U-00001
Contract Name: Licensing Solutions Providers (LSP) of Microsoft Software and
Services
Contract #: 43230000-15-02
Coverage Term: Jan -01-2021 — Dec -31-2021
Note: Year 1 of 3
2 CoreCAL ALNG SA MVL Pltfrm UsrCAL
Microsoft - Part#: WO6-01072
Contract Name: Licensing Solutions Providers (LSP) of Microsoft Software and
Services
Contract #: 43230000-15-02
Coverage Term: Jan -01-2021 — Dec -31-2021
Note: Year 1 of 3
Pricing Proposal
Quotation #:
19557682
Reference #:
EA# 84416558
Created On:
Oct -14-2020
Valid Until:
Dec -30-2020
SE Government and
Academic Sales Team
Manager
Jennifer Huseth
290 Davidson Avenue
Somerset, NJ 08873
Phone: 800-543-0432
Fax: 732-868-6055
Email: jennifer—huseth@shi.com
Qty Your Price Total
1 $1,222.56 $1,222.56
550 $44.83
3 ExchgSvrEntALNG SA MVL 2 $709.05
Microsoft - Part#: 395-02504
Contract Name: Licensing Solutions Providers (LSP) of Microsoft Software and
Services
Contract #: 43230000-15-02
Coverage Term: Jan -01-2021 — Dec -31-2021
Note: Year 1 of 3
4 Office Pro Plus ALNG SA MVL Pltfrm
Microsoft - Part#: 269-12442
Contract Name: Licensing Solutions Providers (LSP) of Microsoft Software and
Services
Contract #: 43230000-15-02
Coverage Term: Jan -01-2021 — Dec -31-2021
Note: Year 1 of 3
$24,656.50
$1,418.10
460 $93.73 $43,115.80
5 SharePointSvrALNGSAMVL 1 $1,189.09 $1,189.09
Microsoft - Part#: H04-00268
Contract Name: Licensing Solutions Providers (LSP) of Microsoft Software and
Services
Contract #: 43230000-15-02
Coverage Term: Jan -01-2021 — Dec -31-2021
Note: Year 1 of 3
6 SQLSvrStdCore ALNG SA MVL 21-ic CoreLic 8 $573.76 $4,590.08
Microsoft - Part#: 7NQ-00292
Contract Name: Licensing Solutions Providers (LSP) of Microsoft Software and
Services
Contract #: 43230000-15-02
Coverage Term: Jan -01-2021 — Dec -31-2021
Note: Year 1 of 3
7 WINENTperDVC ALNG SA MVL Pltfrm 460
Microsoft - Part#: KV3-00353
Contract Name: Licensing Solutions Providers (LSP) of Microsoft Software and
Services
Contract #: 43230000-15-02
Coverage Term: Jan -01-2021 — Dec -31-2021
Note: Year 1 of 3
8 WinSvrDCCore ALNG SA MVL 21-ic CoreLic
Microsoft - Part#: 9EA-00278
Contract Name: Licensing Solutions Providers (LSP) of Microsoft Software and
Services
Contract #: 43230000-15-02
Coverage Term: Jan -01-2021 — Dec -31-2021
Note: Year 1 of 3
9 WinSvrSTDCore ALNG SA MVL 21-ic CoreLic
Microsoft - Part#: 9EM-00270
Contract Name: Licensing Solutions Providers (LSP) of Microsoft Software and
Services
Contract #: 43230000-15-02
Coverage Term: Jan -01-2021 — Dec -31-2021
Note: Year 1 of 3
10 WinSvrDCCore ALNG SASU MVL 2Lic WinSvrStdCore CoreLic
Microsoft - Part#: 9EA-00279
Contract Name: Licensing Solutions Providers (LSP) of Microsoft Software and
Services
Contract #: 43230000-15-02
Coverage Term: Jan -01-2021 — Dec -31-2021
Note: Year 1 of 3
$41.57 $19,122.20
96 $123.88 $11,892.48
80 $17.93 $1,434.40
80 $246.95 $19,756.00
11 WinSvrDCCore ALNG LicSAPk MVL 21-ic CoreLic 16 $287.70 $4,603.20
Microsoft - Part#: 9EA-00039
Contract Name: Licensing Solutions Providers (LSP) of Microsoft Software and
Services
Contract #: 43230000-15-02
Coverage Term: Jan -01-2021 — Dec -31-2021
Note: Year 1 of 3
Total $133,000.41
Additional Comments
Hardware items on this quote may be updated to reflect changes due to industry wide constraints and fluctuations.
Thank you for choosing SHI International Corp! The pricing offered on this quote proposal is valid through the expiration date listed
above. To ensure the best level of service, please provide End User Name, Phone Number, Email Address and applicable Contract
Number when submitting a Purchase Order. For any additional information including Hardware, Software and Services Contracts,
please contact an SHI Inside Sales Representative at (888) 744-4084. SHI International Corp. is 100% Minority Owned, Woman
Owned Business. TAX ID# 22-3009648; DUNS# 61-1429481; CCR# 61-243957G; CAGE 1 HTFO
The products offered under this proposal are resold in accordance with the terms and conditions of the Contract referenced under
that applicable line item.
Signature:
Traci Houchin (Mar 17, 202108:08 EDT)
Email: traci.houchin@sanfordfl.gov
scan osbu rn n 2021-03-16-16-24-07
Final Audit Report 2021-03-17
Created: 2021-03-16
By: MARISOL ORDONEZ (marisol.ordonez@sanfordfl.gov)
Status: Signed
Transaction ID: CBJCHBCAABAAvpsCPRjtMHGS1JkHzfy5KsnuYVVHi5AV
"scan_osburnn_2021-03-16-16-24-07" History
Document created by MARISOL ORDONEZ (marisol.ordonez@sanfordfl.gov)
2021-03-16 - 10:16:01 PM GMT- IP address: 97.71.189.34
P+ Document emailed to Traci Houchin (traci.houchin@sanfordfl.gov) for signature
2021-03-16 - 10:16:31 PM GMT
Email viewed by Traci Houchin (traci.houchin@sanfordfl.gov)
2021-03-17 - 12:07:08 PM GMT- IP address: 97.104.63.240
bb, Document e -signed by Traci Houchin (traci.houchin@sanfordfl.gov)
Signature Date: 2021-03-17 - 12:08:42 PM GMT - Time Source: server- IP address: 97.104.63.240
Agreement completed.
2021-03-17 - 12:08:42 PM GMT
U Adobe Sign
ATTACHMENT C - COST PROPOSAL
The Cost Proposal will be evaluated independent of other sections of the Offeror's response. The Cost
Proposal is to be submitted as a separate document. Do not embed cost proposal in the technical proposal
response. Any narrative explanation of the Pricing Sheet forms is to be submitted as part of Attachment C —
COST PROPOSAL. Offeror shall provide pricing that includes 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 the Offeror's
performance.
Label your response `ATTACHMENT C COST PROPOSAL—companyname ".
SHI Response:
SHI is pleased to offer NASPO ValuePoint an aggressive cost-plus pricing model which will result in
advantageous pricing for all NASPO ValuePoint members. This pricing model will stand the test of time
because pricing is aggressive for our entire range of current software offerings, as well as for all future
offerings. Our markups are maximum or "not to exceed" markups, and there may be times when we are able
to reduce the markups further.
As instructed, the markups proposed within our Cost Proposal are inclusive of the 0.25% NASPO ValuePoint
Administrative Fee. In order to offer each Participating State the best possible pricing, we did not incorporate
any State -Specific Administrative Fee (including the State of Arizona 1.0% fee) into the pricing model proposed
within Attachment C1. Any State Administrative Fees will be added to the markups in Attachment C1 to arrive
at that State's pricing model; we do understand that the fees may not be charged in the form of a separate line
item. We would be happy to provide separate markup schedules per State and inclusive of any applicable
Administrative Fees upon request.
Additionally, in order to offer each contract user the best possible pricing, we did not incorporate credit card
fees into the pricing model proposed within Attachment C1. For customers who wish to use credit cards, the
credit card transaction cost will be added to the markups in Attachment C1 to arrive at that customer's markup
for the credit card transaction.
With regard to Services, as detailed throughout our RFP response, SHI is pleased to offer a substantial
amount of value-added services at no cost to NASPO ValuePoint customers. We also have the resources
available to provide fee-based in -scope services for those customers who require additional assistance beyond
SHI's free service offerings. Those fee-based services are described within Attachment C2.
As mentioned in our proposal, SHI's offering to NASPO ValuePoint consists of thousands of Software
Publishers for whom we are already authorized (and currently providing to NASPO ValuePoint customers), as
well as additional publishers requested by NASPO ValuePoint customers in the future. Please note that some
publishers or service providers will require additional paperwork to be signed in order for contract users to
access the most advantageous pricing and licensing options. When that is the case, SHI will work with the
contract users to advise them of the publisher's paperwork requirements and walk them through the process to
complete the documentation. Our goal is to provide a comprehensive software offering, so that this contract is
valuable and easy to use for all Participating States and contract users, throughout the contract term.
ATTACHMENT C1 - PRICING SUBMISSION SHEET
NASPO VALUEPOINT
SOFTWARE VALUE-ADDED RESELLER (SVAR)
PUBLISHERS
Proposer must be certified as a direct reseller for all Key Itemized
publishers. Direct reseller certification is preferred for Other Itemized
publishers
MARKUP/DOWN
The price to Authorized Purchaser
(AP) is calculated using the
following formula: "Reseller Cost"
+ ("Reseller Cost" x
"Markup/down")
ADOBE
0.50%
CITRIX
0.75%
MICROSOFT
0.25%
NOVELL
0.50%
1: SYMANTEC
0.50%
IVMWARE
0.75%
Al SQUARED
1.00%
AIRWATCH MOBILE DEVICE MANAGEMENT VMWARE
1.00%
ALLIANCE ENTERPRISES
1.50%
APPLE
1.00%
ATTACH MATE - MICROFOCUS
1.00%
AUTODESK
1.50%
AUTONOMY - HP
1.00%
BAKBONE - DELL
1.50%
BARRACUDA'
1.00%
BOMGAR REMOTE SOFTWARE
1.00%
CA TECHNOLOGIES
1.50%
CISCO
1.50%
COMPUTRONIX USA
1.00%
COMPUWARE
1.50%
COREL
1.00%
DOUBLETAKE
1.00%
EMC
1.50%
ENCHOICE
1.00%
ESET
1.00%
ESRI
1.00%
FREEDOM SCIENTIFIC
1.00%
GUARDIAN EDGE-SYMANTEC
0.50%
GW MICRO
1.00%
IBM
1.50%
ICM CONVERSIONS
1.00%
INFOR
1.00%
INTERMEDIX EMSYSTEMS
1.50%
HP
1.00%
HUMANWARE
1.00%
INFORMATION BUILDERS
1.00%
KRONOS SOFTWARE
1.50%
LANDESK
1.50%
LASERFISCHE
1.00%
LIQUIDWARE STATUSPHERE
1.00%
MICROFOCUS INC
1.50%
Note: All markups include the
0.25% NASPO ValuePoint
Administrative Fee. Any
additional State
Administrative Fees will be
added to these markups.
PROPOSER INSTRUCTIONS:
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.
ATTACHMENT Cl - PRICING SUBMISSION SHEET
NASPO VALUEPOINT
SOFTWARE VALUE-ADDED RESELLER (SVAR)
MINIET
1.00%
MPS
1.00%
MQSOFTWARE — BMC SOFTWARE
1.50%
NCIRCLE
1.00%
NETOP
1.00%
NUANCE
1.50%
ORACLE
1.50%
OSAM
1.50%
PASSPORT
1.00%
PATCHLINK
1.00%
PROOFPOINT
1.50%
RSA SECURITY
1.50%
REFERENCIA SYSTEMS
1.00%
SAP AMERICA
1.50%
SAS
1.50%
SOLUTIONS SOFTWARE
1.00%
SOPHOS
1.50%
SPLUNK SOFTWARE
1.50%
STASEEKER NETWORK INFRASTRUCTURE MONITORING
1.00%
STELLENT — ORACLE
1.50%
SUNGUARD
1.00%
SYBASE
1.00%
TECHSMITH
1.00%
TREND MICRO
1.50%
TRUSTWARE
1.50%
ULTRABAC
1.00%
VORMETRIC
1.00%
WEBSENSE
1.50%
any other non -listed publisher
2.00%
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Microsoft
Program Signature Form
MEil0,135.+ nurpbw
Rcreem?ntiiunrber 01iE73902
WAt me Licensing
;,-0000006377847
Note: Enier the appll=lo active nurribe.s asaeclatea w<th the doctrrnen s below Mit7osolt requires the
asscciaied a- dive number t:e inrfir,,9Sed fere, or listea laetovr as new
For the purposes of tris farm, "Ctrstorner' can mean the signing entity Enrolled affiliate,
Government Partner. Institution, or other party entering into a volume licansing program agreertient
This signature forni and all contract dorurnents sdentif ed in the table below are entered into between
the Customer and the N icroso_'i Affrl;ate signing, as of the effective date identified below.
_�nterprse Enro`Iment Indirect) X20-10635
Enterprise Amendment M97 NEVV
Product Selection Form 1030527.005 PSF
By signing below. Crustornel and the Microsoft Affiliate agree that both parties (1 j have received, react
arid understand the above Contract documents, including any websites or documents Incorporated by
reference and any amendments and (2) agree to be bound by the: toritis of all such docurmGrits.
Name of Entity (nlust be legal entity name ` of Sanford
Signature"~
Printed First and Last Name" of �n�.� —UYV4;(�,P� 1 �Y
Printed Title ti 6+�i i�rt t�-
Slgnaturc f]atc` -0 L^
Tax lar;.G' L`;t,
indicates ret uat d field
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Signature
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Agreement Effective date
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F'rnnrrna�ign=nrrntblSS.;np;P1A,i.;rtAnUE:a:SRk,"AL;tENl3t;::1,y2{i7c"I Pages 1 cit
V-ownurid X20.128a3
Microsoft Corporation
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Printed First and Last Name
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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
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Microsoft Corporation
Dept. 551, Volume Licensing
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ProgramSignForm(MSSign)(NA,LatAm)ExBRA, MLI(ENG)(May2020) Page 2 of 2
Document X20-12883
91,
microsoft
Enterprise Enrollment
Enterprise Enrollment number 60581412
(Microsoft to complete)
Previous Enrollment number 84416558
(Reseller to complete)
Volume Licensing
Framework ID
(if applicable)
State and Local
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,
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All terms used but not defined are located at hftp://www.microsoft.com/licensing/contracts. In the event of
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Effective date. If Enrolled Affiliate is renewing Software Assurance or Subscription Licenses from one or
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Term. The initial term of this Enrollment will expire on the last day of the month, 36 full calendar months
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Terms and Conditions
1. Definitions.
Terms used but not defined in this Enrollment will have the definition in the Enterprise Agreement. The
following definitions are used in this Enrollment:
"Additional Product" means any Product identified as such in the Product 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
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to Government regulations for which Customer determines and Microsoft agrees that the use of
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EA20201 EnrGov(US)SLG(ENG)(0ct2019) Page 1 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.
EA20201 EnrGov(US)SLG(ENG)(0ct2019) Page 3 of 10
Document X20-10635
(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 becancelled.
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
EA20201 EnrGov(US)SLG(ENG)(0ct2019) Page 4 of 10
Document X20-10635
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.
EA20201 EnrGov(US)SLG(ENG)(0ct2019) Page 5 of 10
Document X20-10635
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
EA20201 EnrGov(US)SLG(ENG)(0ct2019) Page 6 of 10
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 samedomain.
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 notapply.
(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.
EA20201 EnrGov(US)SLG(ENG)(Oct2019) Page 7 of 10
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: Exclude 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/1icensing/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 Sanford
Contact name* First Bob Last Keegan
Contact email address* bob.keegan@sanfordfl.gov
Street address* 300 N Park Ave
City* Sanford
State* FL
Postal code* 32771 -1244 -
(Please provide the zip + 4, e.g. xxxxx-xxxx)
Country* United States
Phone* 407-688-5024
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.
EA20201 EnrGov(US)SLG(ENG)(0ct2019) Page 8 of 10
Document X20-10635
Z Same as primary contact (default if no information is provided below, even if the box is not
checked).
Contact name* First Bob Last Keegan
Contact email address* bob.keegan@sanfordfl.gov
Street address* 300 N Park Ave
City* Sanford
State* FL
Postal code* 32771 -1244 -
(Please provide the zip + 4, e.g. xxxxx-xxxx)
Country* United States
Phone* 407-688-5024
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 Bob Last Keegan
Contact email address* bob.keegan@sanfordfl.gov
Phone* 407-688-5024
❑ 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* SHI International Corp.
Street address (PO boxes will not be accepted)* 290 Davidson Ave
City* Somerset
State* NJ
Postal code* 08873-4145
Country* United States
Contact name* Christopher Risafi
Phone* 888-764-8888
Contact email address* msteam@shi.com
* indicates required fields
By signing below, the Reseller identified above confirms that all information provided in this
Enrollment is correct.
Signature* EY�L' fill.ara'
Printed name* Rupa Mitra
Printed title* Contracts Specialist
Date* 3-30-2021
inaicares requireu neius
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
EA20201 EnrGov(US)SLG(ENG)(0ct2019) Page 9 of 10
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, 9 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.
EA20201EnrGov(US)SLG(ENG)(0ct2019) Page 10 of 10
Document X20-10635
Micr-oso Volume Licensing
Amendment to Contract Documents
Enrollment Number 60581412 5-0000006377847
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
J5U-00001 Azure prepayment - US 1
Gov
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.
This Amendment must be attached to a signature form to be valid.
Microsoft Internal Use Onl :
7)EnrAmend(Ind)(InvoiceforQuotedPrice)(
R
M97
R(ENG)(Oct2020)(IU).docx
AmendmentApp v4.0 M97 rs
Page 1 of 2
AmendmentApp v4.0 M97 B
Page 2 of 2
c ; Volume Licensing
JVD i ,
Previous Enrollment(s)/Agreement(s) Form
Entity Name: City of Sanford
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.
PrevEnrAgrForm(WVV)(ENG)(Oct2019) Page 1 of 1
Document X20-12873
Enterprise Enrollment Product Selection Form
Proposal ID
1030527.005
Lanouaae: Enalish (United States)
Microsoft I Volume Licensing
Enrollment Number
60581412
Enrolled Affiliate's Enterprise Products and Enterprise Online Services summary for the initial order:
Enterprise Quantity
Qualified
Office Professional Plus 460
Device / User
Core CAL
CAL Licensing
Profile
Windows Desktop
Qualified Users
Win E3 + Win E5 +
Enterprise Product Platform
Model
Office 365 (Plans E1, E3
Devices
Win VDA +
Ratio
365 (Plans E3 and E5) +
and E5) + Microsoft 365
Enterprise
460
550
0.8
Yes
User Licenses
Products
Enterprise Quantity
Office Professional Plus
Office Professional Plus 460
Client Access License (CAL)
Core CAL
Core CAL
550
Windows Desktop
Windows Enterprise OS Upgrade 460
Enrolled Affiliate's Product Quantities:
Price Group
1
2
3
4
Enterprise Products
Office Professional Plus +
Client Access License +
Client Access
Win E3 + Win E5 +
Additional Product Server Pool: Unless otherwise indicated in associated contract documents, Price level set
Office 365 ProPlus + Office
Office 365 (Plans E1, E3
License + Windows
Win VDA +
365 (Plans E3 and E5) +
and E5) + Microsoft 365
Intune + EMS USL +
Microsoft 365
Microsoft 365 Enterprise
Enterprise
Microsoft 365
Enterprise
Enterprise
Quantity
460
550
550
460
Enrolled Affiliate's Price Level:
Product Offering / Pool
Price Level
Enterprise Products and Enterprise Online Services USI -s: 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 Group4.
D
Page 1 of 2
EA-EASProdSelForm(WW)(ENG) MS Quote
Enterprise Enrollment Product Selection Form
Microsoft I Volume Licensing
NOTES
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:
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: Unless otherwise indicated in associated Agreement documents, the CAL selection must be the same across the Enterprise for
each Profile.
Note 3: Enrolled Affiliate acknowledges that in order to use a third party to reimage the Windows Operating System Upgrade, Enrolled
Affiliate must certify that it has acquired qualifying operating system licenses. The requirement applies to Windows Enterprise OS
Upgrade.See Product Termsfordetails.
Note 4: 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.
Page 2 of 2
EA-EASProdSelForm(WW)(ENG) MS Quote