Agenda 12/13/2016 Item #11E 11.E
12/13/2016
EXECUTIVE SUMMARY
Recommendation to authorize a three year Microsoft Enterprise Agreement from SHI
International Corporation for Microsoft software and licenses in the estimated amount of
$1,860,000 and authorize additional software and license purchases for the term of this agreement
utilizing the State of Florida contract 43230000-15-02 through the issuance of a Collier County
Purchase Order.
OBJECTIVE: To procure a Microsoft Enterprise Agreement for Microsoft software and licenses using an
efficient and streamlined process for the County.
CONSIDERATIONS: The County has standardized on Microsoft products including email, database, systems
software, Office automation and other software packages. The Information Technology Division (IT) uses a
three year Microsoft Enterprise Agreement to maintain its software and licenses for these products.
Additionally, the IT Division and other divisions may need to purchase additional Microsoft software and
licenses under this agreement to accommodate growth or changes in software configuration.
The IT Division requested a quote for a Microsoft Enterprise Agreement from SHI International Corporation
under the competitively solicited Florida State Contract 43230000-15-02, and was provided a quote for
$617,598.81 for the first year payment under the proposed agreement.
On September 27, 2016 the Board approved item 16.E.5 authorizing the County Manager and staff to use the
Florida State Contract and other cooperative procurement agreements. SHI International Corporation is a
designated Microsoft reseller under the Florida State Contract. The IT Division is requesting authorization to
utilize the State of Florida contract 43230000-15-02 and SHI International Corporation for this purchase. This
agreement leverages the purchasing power of the State of Florida to provide best value pricing and terms.
FISCAL IMPACT: The total value of this agreement over the three year period is estimated at $1,860,000
based on the first year's proposal. The Information Technology Division and other divisions have funds
budgeted in its fiscal year 2017 budget for this purchase.
GROWTH MANAGEMENT IMPACT: There is no Growth Management Impact associated with this
Executive Summary.
LEGAL CONSIDERATIONS: This item is approved as to form and legality, and requires majority vote for
Board approval.-SRT
RECOMMENDATION: That the Board authorizes a three year Microsoft Enterprise Agreement for
Microsoft software and licenses from SHI International Corporation in the estimated amount of$1,860,000,
authorize additional software and licenses purchases as needed during the term of this agreement utilizing the
State of Florida contract 43230000-15-02 through the issuance of a Collier County Purchase Order, and
authorize the Chair to sign the associated Program Signature Form.
Prepared by: E. Michael Berrios,Director,Information Technology Division
ATTACHMENT(S)
1. SHI International PO (PDF)
2.Microsoft Program Signature Form (PDF)
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11.E
12/13/2016
COLLIER COUNTY
Board of County Commissioners
Item Number: 11.E
Item Summary: Recommendation to authorize a three year Microsoft Enterprise Agreement from
SHI International Corporation for Microsoft software and licenses in the estimated amount of$1,860,000
and authorize additional software and license purchases for the term of this agreement utilizing the State
of Florida contract 43230000-15-02 through the issuance of a Collier County Purchase Order. (Mike
Berrios, Information Technology Division Director)
Meeting Date: 12/13/2016
Prepared by:
Title: Division Director-Information Tech—Information Technology
Name: Mike Berrios
12/01/2016 10:41 AM
Submitted by:
Title: Division Director-Information Tech—Information Technology
Name: Mike Berrios
12/01/2016 10:41 AM
Approved By:
Review:
Administrative Services Department Pat Pochopin Level 1 Division Reviewer Completed 12/01/2016 10:48 AM
Procurement Services Lissett DeLaRosa Level 1 Purchasing Gatekeeper Completed 12/01/2016 10:51 AM
Procurement Services Rhonda Bums Additional Reviewer Completed 12/01/2016 11:20 AM
Procurement Services Ted Coyman Additional Reviewer Completed 12/01/2016 3:40 PM
County Attorney's Office Scott Teach Level 2 Attorney Review Completed 12/01/2016 3:46 PM
Administrative Services Department Pat Pochopin Level 2 Division Administrator Review Skipped 12/01/2016 3:57 PM
County Attorneys Office Scott Teach Level 3 County Attorney's Office Review Completed 12/01/2016 4:12 PM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 12/01/2016 4:22 PM
Office of Management and Budget Laura Wells Additional Reviewer Completed 12/01/2016 5:20 PM
County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 12/04/2016 11:47 AM
Board of County Commissioners MaryJo Brock Meeting Pending 12/13/2016 9:00 AM
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11.E.1
Send all Invoices to:
Collier County Board of County Commissioners 01'1's t, Collier County Board of County Commissioners
Procurement Services Division G ce.- "+ Attn:Accounts Payable ,._„
Phone:239-252-8407 - i 3299 Tamiami TrI E Ste 700
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Fax: 239-732-0844 .L Naples FL 34112-5749
Tax Exempt:85-8015966531C-1 UUN': OR email to:bccapclerk@colliercierk.com
Purchase Order number must appear on all related
correspondence,shipping papers and invoices:
Vendor# 114368 Purchase order
PO Nurrber 4500174347 Date 11/22/2016
SHI INTERNATIONAL CORP
PO Box 952121 Contact Person IT Network
DALLAS TX 75395-2121
Please deliver to:
INFORMATION TECHNOLOGY DEPARTMENT Delivery Date: 09/30/2017
SUITE 600 Attn.:Mike Berrios w
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BLDG F 6TH FLR E
3299 TAMIAMI TRL E, STE 600 m
NAPLES FL 34112-5749 d
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00010 Material O365ProP usGov ShrdSvr ALNG SubsVL MVL P Order 158,004 EA 00
Price Per::Unit Net58/004. 00 LU
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MICROSOFT ENTERPRISE AGREEMENT FY 17 2
00020 EntCAL ALNG SA MVL UsrCAL wSrvcs-Profi 158,662.35 EA 1.00 158,662.35 v
00030 WINENT ALNG SA MVL-Profile 1 59,456.32 EA 1.00 59,456.32
00040 EntCAL ALNG SA MVL UsrCAL wSrvcs-Profi 41,861.7 EA 1.00 41,861.70
cv
00050 EntCAL ALNG LiC/SA MVL UsrCAL wSrvcs-P 39,908.18 EA 1.00 39,908.18
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00060 WINENT ALNG SA MVL-Profile 2 15.687.04 EA 1.00 15,687.04 d
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00070 Prjct ALNG SA MVL 3,982.31 EA 1.00 3,982.31 c
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00080 PrjctPro ALNG SA MVL w1 PrjctSvrCAL 3.946.58 EA 1.00 3,946.58ea
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00090 VisioPro ALNG SA MVL 6,629.76 EA 1.00 6,629.76 y
00100 VisioProforO365G ShrdSvr ALNG SubsVL MVL 337.23 EA 1.00 337.23 c
00110 VisioStd ALNG SA MVL 666.12 EA 1.00 666.12 =
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00120 VSEnhvMSDN ALNG SA MVL 11,885.39 EA 1.00 11,885.39 C
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00130 VSProwMSDN ALNG SA MVL 2,475.44 EA 1.00 2,475.44
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00140 ExchgSvrEnt ALNG SA MVL 4,672.29 EA 1.00 4,672.29 U
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00150 ExchgSvrEnt ALNG LicSA MVL 1,517.39 EA 1.00 1,517.39 Q
VENDOR Terms and Conditions
The VENDOR agrees to comply with all Purchase Order Terms and Conditions as outlined on the Collier County Procurement Services Division site:
http://purchasing.coliiergov.net/Purchasing%20Palicy/Forms/Allltems.aspx,including delivery and payment terms.Further the VENDOR agrees to:
1. Provide goods and services outlined in this Purchase Order with the prices,terms,delivery method and
specifications listed above.
2. Notify department Immediately if order fulfillment cannot occur as specified.
3. Send all invoices to:
Collier County Board of County Commissioners
Attn:Accounts Payable
3299 Tamiami Trl E Ste 700
Naples FL 34112-5749
OR email to:bccapclerk@collierclerk.com
The Purchase Order is authorized under direction of Collier County Board of County Commissioners by:
.62%::.--;_.. C-,,—,/,. Edward F.Coyman Jr,Director,Procurement Services Division
Punted 11!22/201n @ 08.24. 505-121157-634959 Page 1 oft
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11.E.1
Vendor# 114368 PO Number 4500174347
SHI INTERNATIONAL CORP
PO Box 952121 Date 11122/2016
DALLAS TX 75395-2121
Item Material Description Order Qty Unit Price Per snit Net Value
00160 SfBSvr ALNG SA MVL 1,201.46 EA 1.00 1,201.46
00170 SharePointSvr ALNG SA MVL 2,240.58 EA 1.00 2,240.58
00180 SQLSvrStdCore ALNG SA MVL 2Lic CoreLic 38,994.12 EA 1.00 38,994.12
00190 BztlkSvrEnt ALNG SA MVL 2Lic CoreLic 7,288.4 EA 1.00 7,288.40
00200 WinRmtDsktpSrvcsCAL ALNG SA MVL DvcCAL 1,981.35 EA 1.00 1,981.35
00210 WinSvrDataCtr ALNG SA MVL 2Cores 29,431.52 EA 1.00 29,431.52
00220 SysCtrDatactr ALNG SA MVL 2Cores 6,332.16 EA 1.00 6,332.16
00230 SysCtrDatactr ALNG LicSA MVL 2Cores 11,739.52 EA 1.00 11,739.52
00240 WinSvrStd ALNG SA MVL 2Cores 4,348.8 EA 1.00 4,348.80
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00250 SysCtrStd ALNG SA MVL 2Cores 4,348.8 EA 1.00 4,348.80
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Total net value excl.tax USD 617,598.81
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11_E.1
Pricing Proposal
"f Quotation#: 12551312
Created On: Nov-17-2016
Valid Until: Dec-17-2016
Collier County FL Account Executive
Mike Berrios Thomas Naelon
Phone:(239)252-8334 18069 SW 152nd Ave.
Fax: (239)774-8811 Miami,FL 33187
Email: mikeberrios@colliergov.net Phone:305-971-5266
Fax: 305-971-5283
Email: thomas_naelon@shi.com
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All Prices are in US Dollar(USD)
Product Qty Your Price Total
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1 O365ProPlusGov ShrdSvr ALNG SubsVL MVL PerUsr-Profile 1 1463 $108.00 $158,004.00
MICROSOFT-Part#:
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2 EntCAL ALNG SA MVL UsrCAL wSrvcs-Profile 1 1463 $108.45 $158,662.35
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MICROSOFT-Part#: 2
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3 WINENT ALNG SA MVL-Profile 1 1463 $40.64 $59,456.32
MICROSOFT-Part#: r-
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4 EntCAL ALNG SA MVL UsrCAL wSrvcs-Profile 2 386 $108.45 $41,861.70 0
MICROSOFT-Part#:
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5 EntCAL ALNG Lic/SA MVL UsrCAL wSrvcs-Profile 2 221 $180.58 $39,908.18 t
MICROSOFT-Part#: c
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6 WINENT ALNG SA MVL-Profile 2 386 $40.64 $15,687.04
MICROSOFT-Part#: to
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7 Prjct ALNG SA MVL 37 $107.63 $3,982.31 E
MICROSOFT-Part#: 7.3
8 PrjctPro ALNG SA MVL w1 PrjctSvrCAL 22 $179.39 $3,946.58
MICROSOFT-Part#:
9 VisioPro ALNG SA MVL 72 $92.08 $6,629.76
MICROSOFT-Part#.
10 VisioProforO365G ShrdSvr ALNG SubsVL MVL PerUsr 3 $112.41 $337.23
MICROSOFT-Part#:
11 VisiaStd ALNG SA MVL 14 $47.58 $666.12
MICROSOFT-Part#:
12 VSEntwMSDN ALNG SA MVL 11 $1,080.49 $11,885.39
MICROSOFT-Part#:
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11.E.1
13 VSProwMSDN ALNG SA MVL 8 $309.43 $2,475.44
MICROSOFT-Part#:
14 ExchgSvrEnt ALNG SA MVL 7 $667.47 $4,672.29
MICROSOFT-Part#:
15 ExchgSvrEnt ALNG LicSA MVL 1 $1,517.39 $1,517.39
MICROSOFT-Part#:
16 SfBSvr ALNG SA MVL 2 $600.73 $1,201.46
MICROSOFT-Part#:
17 SharePointSvr ALNG SA MVL 2 $1,120.29 $2,240.58
MICROSOFT-Part#:
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18 SOLSvrStdCore ALNG SA MVL 2Lic CoreLic 66 $590.82 $38,994.12
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MICROSOFT-Part#:
19 BztlkSvrEnt ALNG SA MVL 2Lic CoreLic 2 $3,644.20 $7,288.40 a)
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MICROSOFT-Part#: fl
20 WinRmtDsktpSrvcsCAL ALNG SA MVL DvcCAL 119 $16.65 $1,981.35
MICROSOFT-Part#:
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21 WinSvrDataCtr ALNG SA MVL 2Cores 232 $126.86 $29,431.52 2_
MICROSOFT-Part#:
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22 SysCtrDatactr ALNG SA MVL 2Cores 128 $49.47 $6,332.16 N
MICROSOFT-Part#:
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23 SysCtrDatactr ALNG LicSA MVL 2Cores 104 $112.88 $11,739.52 75
MICROSOFT-Part#: .2
24 WinSvrStd ALNG SA MVL 2Cores 240 $18.12 $4,348.80 r
MICROSOFT-Part#: _—
25 SysCtrStd ALNG SA MVL 2Cores 240 $18.12 $4,348.80
MICROSOFT-Part#: m
Total $617,598.81 ra
Additional Comments
Florida State Contract 43230000-15-02
SHI Fed ID#22-3009648
The Products offered under this proposal are subject to the SHI Return Policy posted at www.shi.conn/returnpolicY, unless there is
an existing agreement between SF1!and the Customer.
Packet Pg.414
11:E.2
IF Microsoft Volume Licensing
Program Signature Form
MBAIMBSA number
Agreement number 01E73902
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. w
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For the purposes of this form 'Customer can mean the .signing entity Enrolled Affiliate,
Government Partner, Institution, ;or other- a enteringinto a.volume licensingprogram
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agreement:
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the Customer and the Microsoft Affiliate si.nin•, as of the effective date identified below.
Contract Document Number or Code
Enterprise Enrollment(Indirect) ( X20-10634 0
Product Selection Form 0544403.005 PSF
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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 M
reference and any amendments and(2) agree to be bound by the terms of all such documents. N
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Agreement Effective Date
(may be different than Microsoft's signature date)
ATTEST
Approved as to form and legality
DWCifT E. BROCK, CLEC,.,
Program SignForm(MSSign)(NA,LatAm)ExBRA,MLI(ENG)(Aug2014) Page 1 oft
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11.E.2
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* d
*indicates required field
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Signature* a)
Printed First and Last Name* w
Printed Title
Signature Date*
*indicates required field
If Customer requires physical media,additional contacts, or is reporting multiple previous Enrollments, et-
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 E
address. When the signature form is fully executed by Microsoft, Customer will receive a confirmation
copy. m
Microsoft Corporation
Dept. 551,Volume Licensing
6100 Neil Road,Suite 210 .2
Reno, Nevada 89511-1137
USA
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11`,E.2
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Microsoft Volume Licensing
Enterprise Enrollment State and Local
Enterprise Enrollment number Framework ID
(Microsoft to complete) 78128952 (if applicable)
Previous Enrollment number 8433913
(Reseller to complete)
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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 y
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 o
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 condition's of the Enterprise Agreement.
All terms used but not defined are located at htto://www.microsoft.com/licensing/contracts. In the event of
any conflict the terms of this Agreement control. E
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 0
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 c
be the date this Enrollment is accepted by Microsoft. Any reference to "anniversary date" refers to the a)
anniversary of the effective date of the applicable initial or renewal term for each year this Enrollment is in in
effect. E
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 a0
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effective date of the renewal term.
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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
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.
EA2016EnrGov(US)SLG(ENG)(Nov2016) Page 1 of 10
Document X20-10634
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11.E.2
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.
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"Federal Agency" means a bureau, office, agency, department or other entity of the United .States n,
Government,
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"Government" means a Federal Agency, State/Local Entity, or Tribal Entity acting in its governmental
capacity. 2-
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"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 o
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 M
multi-function server,or a commercially viable substitute for oneof 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 �o
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.
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"Qualified Device" means any device that is used by or for the benefit of Enrolled Affiliate's Enterprise and a
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 o
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 c.)
its option, the Enrolled.Affiliate may designate any device excluded above (e.g., Industry Device) that is
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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. E
"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.
EA2016EnrGov(US)SLG(ENG)(Nov2016) Page 2 of 10
Document X20-10634
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11.E.2
"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. The Use Rights
supersede the terms of any end user license agreement (on-screen or otherwise) that accompanies a 1=
Product. The Use Rights for Software are published by Microsoft in the Product Terms.The Use Rights for
Online Services are published in the Online Services Terms. ca
"Volume Licensing Site" means http://www.microsoft.com/licensing/contracts or a successor site.
2. Order requirements. r
a. Minimum order requirements. Enrolled Affiliate's Enterprise must have a minimum of 250 W
Qualified Users or Qualified Devices. The initial order must include at least 250 Licenses for
Enterprise Products or Enterprise Online Services. o
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(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 M
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 N
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 a)
Affiliate's use of that Product during that term. 2
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d. Country of usage. Enrolled Affiliate must specify the countries where Licenses will be used
on its initial order and on any additional orders.
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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.
EA2016EnrGov(US)SLG(ENG)(Nov2016) Page 3 of 10
Document X20-10634
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11.E.2
(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 v
number of Qualified Devices and Qualified Users (if ordering user-based Licenses) at the E
time the true-up order is placed and must order additional Licenses for all Qualified Devices m
and Qualified Users that are not already covered by existing Licenses; including any a,
Enterprise Online Services. Q
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(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. w
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(iii) Online Services. For Online Services identified as eligible;for' true-up in the Product o
Terms, Enrolled Affiliate may place a reservation order forthe additional Licenses prior to 0
use and payment may be deferred until the next true-up order. Microsoft will provide a 0
report of Reserved Licenses ordered but not;yet invoiced to Enrolled Affiliate and its
Reseller. Reserved Licenses will be invoiced retroactively to the month in which they were a
ordered. m
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(iv) Subscription License reductions. Enrolled Affiliate may reduce the quantity of
Subscription Licenses at the Enrollment anniversary date on a prospective basis if E
permitted in the Product Terms,as follows: U.
1) For Subscription Licenses that are part of an Enterprise-wide purchase, Licenses may m
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 iii
a'
any additional Qualified Devices and Qualified Users added in any prior true-up orders. E
Step-up Licenses do not count towards this total count. P2
2) For Enterprise Online Services that are not a part of an Enterprise-wide purchase, o
Licenses can be reduced as long as the initial order minimum requirements are a
maintained.' o
3) For'Additional Products available as Subscription Licenses, Enrolled Affiliate may o
reduce the Licenses. If the License count is reduced to zero, then Enrolled Affiliate's 0
use of the applicable Subscription License will be cancelled.
Invoices will be adjusted to reflect any reductions in Subscription Licenses at the true-up m
order Enrollment anniversary date and effective as of such date. E
(v) Update statement. An update statement must be submitted instead of a true-up order if, 0
since the initial order or last true-up order, Enrolled Affiliate's Enterprise: (1) has not a
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
EA2016EnrGov(US)SLG(ENG)(Nov2016) Page 4 of 10
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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 a)
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 N
previously ordered," then for additional step-up Licenses, by following the true-up order 'Q
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 u_
Products ordered under this Enrollment will be Level"D"throughout the term of the Enrollment. m
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 Cr,
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. 2
4. Payment terms.
For the initial or renewal order, Enrolled Affiliate may pay upfront or elect to spread its payments over the 9
applicable Enrollment term. If an upfront payment is elected, Microsoft will invoice Enrolled Affiliate's
Reseller in full upon acceptance of this Enrollment. If spread payments are elected, unless indicated
otherwise, Microsoft will invoice Enrolled Affiliate's Reseller in three equal annual installments. The first m
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.
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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.
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 a
Assurance later without first acquiring a new License with Software Assurance. i E
CD
(ii) Online Services eligible for an Extended Term. For Online Services identified as eligible d
for an Extended Term in the Product Terms,the following options are available'at the end °'
Q
of the Enrollment initial or renewal term
co
1) Extended Term. Licenses for Online Services will automatically expire in accordance .a
with the terms of the Enrollment.An extended term feature that allows Online Services `m
to continue month-to-month ("Extended Term")for up to one year, unless designated w
in the Product Terms to continue until cancelled, is available. During the Extended
Term, Online Services will be invoiced monthly at the then-current published price as o
of the Expiration Date plus a 3% administrative fee.,If Enrolled Affiliate wants an c
Extended Term, Enrolled Affiliate must submit a request to Microsoft at least 30 days o
prior to the Expiration Date.
2) Cancellation during Extended Term. At any time during the first year of the M
Extended Term, Enrolled Affiliate may terminate the Extended Term by submitting a N
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 E
for each Online Service. Cancellation will be effective at the end of the month following �o
30 days after Microsoft hasreceived or issued the notice. E,
(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 c
of the Expiration Date Any associated media must be uninstalled and destroyed and a)
Enrolled Affiliate's Enterprise must discontinue use. Microsoft may request written N
certification to verify compliance. vs
d. Termination for cause. Any termination for cause of this Enrollment will be subject to the o
"Termination for cause" section of the Agreement. In addition, it shall be a breach of this a
Enrollment if Enrolled Affiliate or any Affiliate in the Enterprise that uses Government w
o
Community Cloud Services fails to meet and maintain the conditions of membership in the co
definition of Community. 2
a
e. Early termination. Any early termination of this Enrollment will be subject to the "Early 2
Termination" Section of the Enterprise Agreement. w
For Subscription Licenses, in the event of a breach by Microsoft, or if Microsoft terminates an E
Online Service for regulatory reasons,Microsoft will issue Reseller a credit for any amount paid c
in advance for the period after termination. ra
w
a
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
EA2016EnrGov(US)SLG(ENG)(Nov2016) Page 6 of 10
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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
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 a
Cloud Services, notwithstanding anything to the contrary in the Use Rights:
cu(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 l
(��) P 9 apply. N
(iii) References to geographic areas in the Use Rights with respect to the location of Customer a
Data at rest, as set forth in the Use Rights, refer only to the United States.
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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 c
Enterprise to include the largest number of Affiliates
E
a)
O Enrolled Affiliate only 2'
❑ Enrolled Affiliate and all Affiliates Q
a:
O Enrolled Affiliate and the following Affiliate(s) (Only identify specific affiliates to be included w
if fewer than all Affiliates are to be included in the Enterprise): c
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❑ Enrolled Affiliate and all Affiliates, with following Affiliate(s)excluded: ,
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b. Please indicate whether the Enrolled Affiliate's Enterprise will include all new Affiliates acquired `2
after the start of this Enrollment: Exclude future Affiliates
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2. Contact information.
Each party will notify the other in writing if any of the_information in the following contact information page(s) E
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 m
that help administer this Enrollment. The personal information provided in connection with this Enrollment B
will be used and protected in accordance with the privacy statement available at c
https://www.microsoft.com/licensingiservicecenter.< a)
cn
a. Primary contact. This contact is the primary contact for the Enrollment from within Enrolled E
Affiliate's Enterprise. This contact is also an Online Administrator for the Volume Licensing a)
Service Center and may grant online access to others.The primary contact will be the default 2
contact for all purposes unless separate contacts are identified for specific purposes a.
w
Name of entity(must be legal entity name)* Collier County Government
Contact name* First Michael Last Berrios
Contact email address* mikeberrios@colliergov.net
Street address* 3299 Tamiami Trail East, Suite 600
City* Naples E
State/Province* FL a'
E
Postal code* 34112-5749- =
(For U.S. addresses, please provide the zip+4, e.g. xxxxx-xxxx) w
Country* United States Q
Phone* 239-252-8334
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.
EA2016EnrGov(US)SLG(ENG)(Nov2016) Page 8 of 10 --^`~,,.
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11.E.2
Same as primary contact(default if no information is provided below, even if the box is not
checked).
Contact name* First Michael Last Berrios
Contact email address*mikeberrios@colliergov.net
Street address* 3299 Tamiami Trail East, Suite 600
City* Naples
StatelProvince* FL
Postal code*34112-5749-
(For U.S. addresses,please provide the zip+4, e.g. xxxxx-xxxx) w
Country* United States
Phone*239-252-8334 E
Language preference. Choose the language for notices. English
0 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 n
c. Online Services Manager. This contact is authorized to manage the Online Services ordered a;
under the Enrollment and (for applicable Online Services) to add or reassign Licenses and
step-up prior to a true-up order.
D Same as notices contact and Online Administrator (default if no information is provided o
below, even if box is not checked)
Contact name*: First Michael Last Berrios
Contact email address* mikeberrios@colliergov.net
Phone*239-252-8334
0 This contact is from a third party organization(not the entity). Warning: This contact receives "✓'
personally identifiable information of the entity. E
*indicates required fields
U-
d. Reseller information. Reseller contact for this Enrollment is:
Reseller company name*SHI International Corp. 711
Street address (PO boxes will not be accepted)*290 Davidson Ave 2'
City* Somerset U)
State/Province* NJ E
Postal code*08873
Country* United States 2
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Contact name* Danielle Sydlo a
Phone* 888-764-8888
Contact email address*msteam@shi.com
*indicates required fields 0
By signing below, the Reseller identified above confirms that all information provided in this
Enrollment is correct.
m
Signature*
Printed name* Q
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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11E.2
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
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3. Financing elections.
Is a purchase under this Enrollment being financed through MS Financing? 0 Yes, IX] No,
If a purchase under this Enrollment is financed through MS Financing, and Enrolled Affiliate chooses not to a
finance any associated taxes, it must pay these taxes directly to Microsoft. ,
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Enterprise Enrollment Product Selection Form Microsoft Volume Licensing
Proposal ID Enrollment Number
0544403.005
Language English(United States)
Enrolled Affiliate's Enterprise Products and-Enterprise Online.Services"summary for the Initial order:
Qualified Device-1-"User'
°ro-de Qualified Users '"Enterprise Product Platform CAL Licensing Model
Devices Ratio rcu
Enterprise 1,463 1,463 1.0 Yes User Licenses
Industry Device 386 620 0.6 No User Licenses d
a
Total 1,849 2,083 `y
W
Products Enterprise Quantity Industry Device Quantity, -, 40-
Client
Client AccessLicense(CAL) v
Ert*rprise CAL
Enterprise CAL 1,463 620
Windows Desktop
Windows Enterprise OS Upgrade 1,463 386
Office 365 Gov Plans C.
LL.
Office 3:.5 ProPlus forGOV 1,463 -
Enrolled Affiliate's Product Quantities:
(!)
Price r cup 1 2 3 4 i=
Enterp se Prr uuts Office Professional Ptus+Office Client Access License+ Client Access License Win E3+Win E5+
'365 ProPlus+Office 365(Plans Office 365(Plans El,E3, +Windows Intune+ W n VDA+Secure
63.E4 and E5)+ Secure E4 and E5)+Secure EMS USL+Secure Productive Enterprise 2
Productive Enterprise Productive Enterprise Productive Enterprise 0..
i 4
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Quantity 1463 2083 2083 1849
G)
Enrolled Affiliate's Price Level: E
Product Offering!Pool Price Level c1
Enterprise Products and Enterprise Online Services USLs: Unless otherwise indicated in associated contract docum ents,
Price level set using the highest quantity from Groups 1 through 4. D
Additional Product Application Pool:Unless otherwise indicated in associated contract docum ents,Price level set using
quantity from Group 1. D
Add,tional Product Server Pool:Unless otherwise indicated in associated contract docum ents,Price level set using the
hig'.eat quantity from Group 2 or 3. D
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Enterprise Enrollment Product Selection Form
Microsoft Volume Licensing
Additional Product Systems Pool:Unless otherwise indicated in associated contract docum ents,Price level set using
quantity from Group 4. D
Pita fES
Unless otherwise indicated in the associated contract docum ents,the price level for each P roduct offering/pool i s set as described above,based
upon the quantity to price I evel mapping below: 47
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Quantity of Licenses and Software Assurance Price Level
2,399 and below A a)
2,400 to 5,999 B a"
Gt
6,000 to 14,999 C
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15.000 and above D
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Note 1: Enterprise Online Services may not be available in all locations. P lease see the Product List for a lis t of locations wh ere these may be O
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 reim age the Windows Operating Sy stern Upgrade,Enrolled Affiliate must
certify that it has acquired qualifying operating system licenses.The requirement applies to Windows Enterprise OS Upgrade.See the Product List
for details,
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Note 4: Enrolled Affiliate ac knowledges that in order to use a third party to reim age the Windows Operating Sy stem Upgrade,Enrolled Affiliate must O
certify that it has acquired qualifying operating system licenses.See the Product List for details.
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Note 5: If Enrolled Affiliate does not order an Enterprise Product or Enterprise Online S ervice associated with an applicable P roduct pool,the pr ice10)
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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