Loading...
HomeMy WebLinkAboutCity Council Committees - - 10/27/2020 KENT CITY COUNCIL COMMITTEE OF THE WHOLE Tuesday, October 27, 2020 4:00 PM THIS IS A REMOTE MEETING Due to COVID-19 and Health Safety Requirements, and by Order of the Governor THIS IS A REMOTE MEETING A live broadcast is available on Kent TV21, www.facebook.com/CityofKent, and www.youtube.com/user/KentTV21 To listen to this meeting, call 1-888-475-4499 or 1-877-853-5257 and enter Meeting ID 974 1115 2445 Mayor Dana Ralph Council President Toni Troutner Councilmember Bill Boyce Councilmember Marli Larimer Councilmember Brenda Fincher Councilmember Zandria Michaud Councilmember Satwinder Kaur Councilmember Les Thomas ************************************************************** Item Description Speaker 1. CALL TO ORDER 2. ROLL CALL 3. AGENDA APPROVAL Changes from Council, Administration, or Staff. 4. DEPARTMENT PRESENTATIONS A. INFO ONLY: Federal Way Link Extension - Right-of-Way Dedications and Street Vacations Kelly Peterson B. Payment of Bills Paula Painter C. INFO ONLY: August and September Financial Reports Michelle Ferguson D. INFO ONLY: Workday Update Annette Pape Kari Endicott E. West Hill Reservoir - Kronisch Property Lot Line Elimination - Authorize Drew Holcomb F. Restrictive Covenant for the South 224th Street Projects Wetland Mitigation - Authorize Meara Heubach Committee of the Whole Committee of the Whole - Regular Meeting October 27, 2020 G. INFO ONLY: Fourth and Willis Gateway Signs Chad Bieren H. Beyond Trust Elevated Privilege Manager - Authorize James Endicott I. Canon Solutions of America - New MFD - Authorize James Endicott 5. ADJOURNMENT NOTE: A copy of the full agenda is available in the City Clerk's Office and at KentWA.gov. Any person requiring a disability accommodation should contact the City Clerk's Office in advance at 253-856-5725. For TDD relay service, call the Washington Telecommunications Relay Service 7-1-1. OFFICE OF THE MAYOR Mayor Dana Ralph 220 Fourth Avenue South Kent, WA 98032 253-856-5710 DATE: October 27, 2020 TO: Kent City Council - Committee of the Whole SUBJECT: INFO ONLY: Federal Way Link Extension - Right-of-Way Dedications and Street Vacations SUMMARY: Sound Transit has been planning and designing the Federal Way Link Extension through the City of Kent from the Angle Lake Station in Sea-Tac to Federal Way for over ten years. Within the City of Kent, the project includes approximately three miles of guideway, two stations, two garages, as well as new and improved streets and sidewalks. The project will require right-of-way dedications from Sound Transit to Kent as well as street vacations by Kent. Areas that require right of way dedications to the City of Kent are in the Kent Des Moines Station area for the future South 234th Street, South 236th Street and South 238th Street. Some additional right-of-way along South 272nd Street and South 270th Street near the Star Lake Station will also be dedicated to the City. The alignment of the light rail guideway will be located along the west side of I-5 through most of Kent. Just north of the future Star Lake Station, some remnant pieces of unimproved right-of-way under the City of Kent’s jurisdiction are sandwiched between I-5 and the McSorley Wetland. The project proposes to use a portion of these unimproved right-of-way areas for the construction of the FWLE project. A street vacation will also be required at South 270th Street and 28th Avenue South near the Star Lake Station where the road will be shifted to the northwest to accommodate the future light rail station. A small street vacation may also be required near South 259th Street to accommodate a stormwater facility. The street dedications and vacations are consistent with the Development Agreement and the Transit Way Agreement approved by the Kent City Council and the Sound Transit Board. Final areas to be dedicated and vacated are being refined through the design build process. The City’s street vacation and dedication processes will be followed and will be presented to the Committee of the Whole and City Council in the future. SUPPORTS STRATEGIC PLAN GOAL: Evolving Infrastructure - Connecting people and places through strategic investments in physical and technological infrastructure. 4.A Packet Pg. 3 Thriving City - Creating safe neighborhoods, healthy people, vibrant commercial districts, and inviting parks and recreation. Inclusive Community - Embracing our diversity and advancing equity through genuine community engagement. 4.A Packet Pg. 4 FINANCE DEPARTMENT Paula Painter, Finance Director 220 Fourth Avenue South Kent, WA 98032 253-856-5264 DATE: October 27, 2020 TO: Kent City Council - Committee of the Whole SUBJECT: Payment of Bills MOTION: Approve the payment of bills. SUMMARY: BUDGET IMPACT: 4.B Packet Pg. 5 FINANCE DEPARTMENT Paula Painter, Finance Director 220 Fourth Avenue South Kent, WA 98032 253-856-5264 DATE: October 27, 2020 TO: Kent City Council - Committee of the Whole SUBJECT: INFO ONLY: August and September Financial Reports SUMMARY: Financial Planning Manager, Michelle Ferguson will report out the August and September 2020 financial reports. ATTACHMENTS: 1. August 2020 Consolidated Monthly Report (PDF) 2. September 2020 Consolidated Monthly Report (PDF) 4.C Packet Pg. 6 2020 Adj Budget 2020 YTD 2020 Est Actual Variance Favorable (Unfavorable) %Variance Favorable (Unfavorable) Revenues 109,451,320 63,962,838 105,058,200 (4,393,120) -4.0% Expenditures 106,475,390 61,230,241 104,095,160 2,380,230 2.2% Net Revenues Less Expenditures 2,975,930 2,732,597 963,040 (2,012,890) Beginning Fund Balance 34,399,775 34,399,775 Ending Fund Balance 37,375,705 35,362,815 Ending Fund Balance Detail: General Fund Reserves 36,908,307 35,101,025 34.7%33.7% Restricted for Annexation 467,398 261,790 Revenue Overview Expenditures Overview Required Ending Fund Balance Calculation Estimated Expenditures for 2020 (from above)104,095,160 18.0% 18% GF Ending Fund Balance 18,737,129 Through August, all departments are trending under budget with an overall budget variance of $2.4 million or 2.2%, due to the impact of Covid-19. Budgets will be adjusted down in August. August 2020 Monthly Financial Report City of Kent, Washington General Fund Overview Summary Analysis through August shows an overall unfavorable budget variance of $-2 million. General Fund Reserves are estimated to end the year at $35.1 million, or 33.7% of estimated 2020 expenditures. Revenues are estimated to end the year approximately $-4.4 million (-4%) lower than budgeted. 2.06 0.83 0.64 4.13 7.65 9.46 11.91 18.92 20.65 21.67 32.57 35.10 0.00 5.00 10.00 15.00 20.00 25.00 30.00 35.00 40.00 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Est. 2020 General Fund Ending Fund Balance 10-year History (excluding Annexation)$ in millions Page 1 of 14 4.C.a Packet Pg. 7 Attachment: August 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) Revenue Categories 2020 Adj Budget 2020 YTD 2020 Est Actual Variance Favorable (Unfavorable) %Variance Favorable (Unfavorable) Taxes: Property 30,457,820 16,824,026 31,092,830 635,010 2.1% Sales & Use 20,849,490 15,287,685 21,688,030 838,540 4.0% Utility 19,278,260 13,161,662 19,297,340 19,080 0.1% Business & Occupation 14,900,000 7,231,700 14,500,000 (400,000) -2.7% Other 897,440 293,277 465,710 (431,730) -48.1% Licenses and Permits 7,490,520 4,420,284 6,262,150 (1,228,370) -16.4% Intergovernmental Revenue 2,966,570 2,010,490 2,884,110 (82,460) -2.8% Charges for Services 6,266,770 2,397,985 3,565,550 (2,701,220) -43.1% Fines and Forfeitures 1,145,660 669,211 993,620 (152,040) -13.3% Miscellaneous Revenue 2,444,020 1,216,517 1,768,160 (675,860) -27.7% Transfers In 2,754,770 450,000 2,540,700 (214,070) -7.8% Total Revenues 109,451,320 63,962,838 105,058,200 (4,393,120) -4.0% Variances due mostly to realized and anticipated revenue losses from the impacts of Covid-19. August 2020 Monthly Financial Report City of Kent, Washington General Fund Overview - Revenues Variance analysis for revenues is provided for particular line items or those in which the estimated actual amount differs from the budgeted amount by at least 10% or minimum of $500,000. Variance Notes Property Taxes 30% Sales Taxes 21% Utility Taxes 18% B&O Taxes 14% Other Taxes 0.4%Licenses and Permits 6%Intergovernmental 3% Charges for Services 3% Fines and Forfeitures 1% Misc & Transfers In 4% Other 11% 2020 Estimated General Fund Revenues Page 2 of 14 4.C.a Packet Pg. 8 Attachment: August 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) Prior Year Revenues Budgeted Revenues Actual Revenues January 6,139 6,123 6,877 February 5,923 5,450 5,736 March 7,624 8,104 6,774 April 20,431 18,172 16,925 May 9,230 7,857 8,588 June 6,226 6,446 7,691 July 8,682 7,866 6,376 August 6,437 5,826 4,995 September 7,074 7,119 0 October 21,274 18,654 0 November 8,154 7,403 0 December 12,212 10,429 0 Total 119,404 109,451 63,963 Prior Year Revenues Budgeted Revenues Actual Revenues January 0 12 0 February 262 237 247 March 866 890 1,461 April 12,268 12,635 9,328 May 2,730 2,110 3,199 June 128 131 2,242 July 87 110 196 August 80 106 152 September 842 652 0 October 11,573 11,685 0 November 1,688 1,657 0 December 208 233 0 Total 30,732 30,458 16,824 Prior Year Revenues Budgeted Revenues Actual Revenues January 2,060 1,574 2,158 February 2,485 1,940 2,425 March 2,058 1,564 2,143 April 1,788 1,484 1,929 May 2,244 1,758 1,959 June 1,765 1,487 2,127 July 2,331 1,702 639 August 2,540 1,898 1,906 September 2,310 1,736 0 October 2,532 1,787 0 November 2,589 1,916 0 December 2,418 2,005 0 Total 27,121 20,849 15,288 August 2020 Monthly Financial Report City of Kent, Washington General Fund Revenues ($ in Thousands) All Revenues Sources Property Tax Sales Tax $0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 20 Bud 19 Act 20 Act $0 $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 20 Bud 19 Act 20 Act $0 $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 20 Bud 19 Act 20 Act Page 3 of 14 4.C.a Packet Pg. 9 Attachment: August 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) August 2020 Monthly Financial Report City of Kent, Washington General Fund Revenues ($ in Thousands) Prior Year Revenues Budgeted Revenues Actual Revenues January 1,822 1,989 2,033 February 1,648 1,701 1,779 March 1,680 1,651 1,627 April 1,707 1,758 1,845 May 1,575 1,533 1,581 June 1,450 1,428 1,494 July 1,639 1,667 1,330 August 1,477 1,473 1,473 September 1,481 1,688 0 October 2,012 1,492 0 November 1,633 1,526 0 December 1,477 1,372 0 Total 19,600 19,278 13,162 Prior Year Revenues Budgeted Revenues Actual Revenues January 2 5 2 February 2 8 1 March 48 249 33 April 2,479 2,338 2,765 May 543 969 898 June 81 184 117 July 2,637 2,972 2,937 August 665 615 772 September 70 139 0 October 2,919 3,297 0 November 490 536 0 December 4,026 4,486 0 Total 13,963 15,797 7,525 Prior Year Revenues Budgeted Revenues Actual Revenues January 2,255 1,859 2,684 February 1,526 879 1,284 March 2,972 2,565 1,508 April 2,189 1,689 1,059 May 2,139 1,431 951 June 2,801 2,553 1,711 July 1,987 1,665 1,275 August 1,675 1,352 692 September 2,370 2,423 0 October 2,237 1,836 0 November 1,754 1,504 0 December 4,083 3,313 0 Total 27,987 23,068 11,164 Utility Tax Other Taxes Other Revenues (Intergovernmental, Licenses & Permits, Charges for Service, Fines & Forfeits, and Misc Revenues) $0 $5,000 $10,000 $15,000 $20,000 $25,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 20 Bud 19 Act 20 Act $0 $2,000 $4,000 $6,000 $8,000 $10,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 20 Bud 19 Act 20 Act $0 $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 20 Bud 19 Act 20 Act Page 4 of 14 4.C.a Packet Pg. 10 Attachment: August 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) Department 2020 Adj Budget 2020 YTD 2020 Est Actual Variance Favorable (Unfavorable) %Variance Favorable (Unfavorable) City Council 396,860 264,961 384,960 11,900 3.0% Mayor's Office/City Clerk 1,936,510 1,213,082 1,807,870 128,640 6.6% Economic & Community Dev 7,436,070 4,518,607 7,086,930 349,140 4.7% Finance 2,603,760 1,471,919 2,479,150 124,610 4.8% Fire Contracted Services 3,676,240 2,450,725 3,646,340 29,900 0.8% Human Resources 1,554,490 1,081,905 1,477,030 77,460 5.0% Information Technology 202,550 172,932 172,930 29,620 14.6% Law 1,526,670 978,532 1,472,670 54,000 3.5% Municipal Court 3,478,190 2,212,943 3,407,000 71,190 2.0% Parks, Recreation & Comm Svcs 18,712,610 10,514,632 17,270,840 1,441,770 7.7% Police 44,020,320 28,522,269 43,919,980 100,340 0.2% Public Works 590,750 629,087 629,090 (38,340) -6.5% Non-Departmental 20,340,370 7,198,646 20,340,370 Total Expenditures 106,475,390 61,230,241 104,095,160 2,380,230 2.2% August 2020 Monthly Financial Report City of Kent, Washington General Fund Overview - Expenditures Variance analysis for expenditures is provided for particular departments or those in which the estimated actual amount differs from the budgeted amount by at least 10% or a minimum of $500,000. Variance Notes All variances to budget are due to reductions as a result of the impacts of Covid-19. City Council 0.4% Mayor/City Clerk 2% ECD 7% Finance 2% Fire Contracts Svcs 4% Human Resources 1%I.T. 0.2%Law 1% Municipal Court 3% Parks, Recreation & Comm Svcs 17% Police 42% Public Works 0.6% Non-Departmental 20% Other 7% 2020 Estimated General Fund Expenditures Page 5 of 14 4.C.a Packet Pg. 11 Attachment: August 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2018 2019 2020 2020 2020 Actual Actual Adj Budget YTD Est Actual Beginning Fund Balance 21,595,173 23,750,461 34,399,775 34,399,775 34,399,775 Revenues Taxes: Property 29,971,155 30,731,786 30,457,820 16,824,026 31,092,830 Sales & Use 24,699,301 27,121,400 20,849,490 15,287,685 21,688,030 Utility 19,289,162 19,600,347 19,278,260 13,161,662 19,297,340 Business & Occupation 9,422,048 12,999,564 14,900,000 7,231,700 14,500,000 Other 1,074,356 963,837 897,440 293,277 465,710 Licenses and Permits 7,557,658 7,483,643 7,490,520 4,420,284 6,262,150 Intergovernmental Revenue 7,919,860 6,645,962 2,966,570 2,010,490 2,884,110 Charges for Services 6,602,681 7,996,846 6,266,770 2,397,985 3,565,550 Fines and Forfeitures 1,360,976 1,289,334 1,145,660 669,211 993,620 Miscellaneous Revenue 2,642,511 3,586,979 2,444,020 1,216,517 1,768,160 Transfers In 950,000 984,411 2,754,770 450,000 2,540,700 Total Revenues 111,489,706 119,404,108 109,451,320 63,962,838 105,058,200 Expenditures City Council 344,160 392,115 396,860 264,961 384,960 Mayor's Office/City Clerk 2,759,974 2,768,273 1,936,510 1,213,082 1,807,870 Economic & Community Dev 6,681,671 7,044,217 7,436,070 4,518,607 7,086,930 Finance 3,061,472 3,236,960 2,603,760 1,471,919 2,479,150 Fire Contracted Services 3,619,385 3,927,088 3,676,240 2,450,725 3,646,340 Human Resources 2,075,553 2,047,102 1,554,490 1,081,905 1,477,030 Information Technology 506,265 513,448 202,550 172,932 172,930 Law 1,673,438 1,801,507 1,526,670 978,532 1,472,670 Municipal Court 3,442,107 3,646,275 3,478,190 2,212,943 3,407,000 Parks, Recreation & Comm Svcs 17,992,171 18,396,678 18,712,610 10,514,632 17,270,840 Police 39,315,958 43,849,289 44,020,320 28,522,269 43,919,980 Public Works 1,155,562 1,208,835 590,750 629,087 629,090 Non-Departmental 26,706,702 20,332,204 20,340,370 7,198,646 20,340,370 Total Expenditures 109,334,419 109,163,991 106,475,390 61,230,241 104,095,160 Net Revenues less Expenditures 2,155,288 10,240,117 2,975,930 2,732,597 963,040 Ending Fund Balance 23,750,461 33,990,578 37,375,705 37,132,372 35,362,815 Ending Fund Balance Detail: General Fund Reserves 22,069,241 32,573,348 36,908,307 34,992,085 based on same year actuals/budget 20.2% 29.8% 34.7% 33.6% Restricted for Annexation 1,681,220 1,417,230 467,398 370,730 August 2020 Monthly Financial Report City of Kent, Washington General Fund Page 6 of 14 4.C.a Packet Pg. 12 Attachment: August 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2018 2019 2020 % of thru August thru August thru August Budget Revenues Taxes: Property 16,070,478 16,420,656 16,824,026 403,369 2.5%55.2% Sales & Use 15,464,666 17,271,739 15,287,685 (1,984,055) -11.5%73.3% Utility 13,265,267 12,997,968 13,161,662 163,694 1.3%68.3% Business & Occupation 4,040,232 5,986,041 7,231,700 1,245,659 20.8%48.5% Other 589,828 471,387 293,277 (178,109) -37.8%32.7% Licenses and Permits 5,175,458 5,443,681 4,420,284 (1,023,397) -18.8%59.0% Intergovernmental Revenue 4,444,925 4,347,077 2,010,490 (2,336,587) -53.8%67.8% Charges for Services 4,676,166 5,037,992 2,397,985 (2,640,007) -52.4%38.3% Fines and Forfeitures 885,144 698,469 669,211 (29,258) -4.2%58.4% Miscellaneous Revenue 1,682,673 1,981,257 1,216,517 (764,740) -38.6%49.8% Transfers In - 37,631 450,000 412,369 1095.8%16.3% Total Revenues 66,294,835 70,693,898 63,962,838 (6,731,060) -9.5%58.4% Expenditures City Council 240,826 260,343 264,961 4,618 1.8%66.8% Mayor's Office/City Clerk 1,706,468 1,793,128 1,213,082 (580,047) -32.3%62.6% Economic & Community Dev 4,468,700 4,520,547 4,518,607 (1,940) 0.0%60.8% Finance 2,052,244 2,250,253 1,471,919 (778,334) -34.6%56.5% Fire Contracted Services 2,344,688 2,675,702 2,450,725 (224,977) -8.4%66.7% Human Resources 1,376,242 1,373,736 1,081,905 (291,831) -21.2%69.6% Information Technology 336,572 344,327 172,932 (171,395) -49.8%85.4% Law 1,124,594 1,173,245 978,532 (194,713) -16.6%64.1% Municipal Court 2,212,960 2,375,440 2,212,943 (162,496) -6.8%63.6% Parks, Recreation & Comm Svcs 11,540,206 12,068,990 10,514,632 (1,554,358) -12.9%56.2% Police 25,693,538 28,371,758 28,522,269 150,511 0.5%64.8% Public Works 762,365 746,372 629,087 (117,285) -15.7%106.5% Non-Departmental 4,988,140 2,733,200 7,198,646 4,465,446 163.4%35.4% Total Expenditures 58,847,543 60,687,041 61,230,241 543,200 0.9%57.5% August 2020 Monthly Financial Report City of Kent, Washington *General Govt. includes City Council, Mayor/Clerk, HR, IT, & Finance Variance General Fund Year-to-Year Month Comparison 2020-19 0 5,000,000 10,000,000 15,000,000 20,000,000 25,000,000 30,000,000 Property Taxes Sales & Use Taxes Utility Taxes Other Revenues GF Revenues thru August 2018 2019 2020 0 5,000,000 10,000,000 15,000,000 20,000,000 25,000,000 30,000,000 Police Parks *General Govt. ECD Non-Dept & Other GF Expenditures thru August 2018 2019 2020 Page 7 of 14 4.C.a Packet Pg. 13 Attachment: August 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2020 2020 Beginning Fund Balance 2020 Estimated Revenues 2020 Estimated Expenditures Estimated Ending Fund Balance Operating revenues and expenditures only; capital and non-capital projects are excluded. General Fund 34,399,775 105,058,200 104,095,160 35,362,815 Street Fund 7,249,873 16,722,710 12,184,230 11,788,353 LEOFF 1 Retiree Benefits 1,921,274 1,215,690 1,622,870 1,514,094 Lodging Tax 185,825 164,130 268,940 81,015 Youth/Teen Programs 75,355 923,190 923,190 75,355 Capital Resources 18,658,224 19,301,800 28,720,680 9,239,344 Criminal Justice 7,867,703 7,566,160 8,038,760 7,395,103 ShoWare Operating 2,930,008 960,000 1,620,000 2,270,008 Other Operating 568,356 108,770 108,670 568,456 Councilmanic Debt Service 1,915,872 9,144,490 8,754,530 2,305,832 Special Assessments Debt Service 699,855 798,180 793,480 704,555 Water Utility 11,375,662 29,414,900 28,127,260 12,663,302 Sewer Utility 908,833 33,168,990 32,353,140 1,724,683 Drainage Utility 16,107,790 24,573,410 22,776,280 17,904,920 Solid Waste Utility 531,908 757,660 952,520 337,048 Golf Complex (601,973) 5,560,000 3,734,000 1,224,027 Fleet Services 4,351,502 5,454,460 6,901,220 2,904,742 Central Services 55,834 338,800 324,360 70,274 Information Technology 3,728,511 8,983,090 11,523,370 1,188,231 Facilities 3,280,379 6,235,440 5,217,350 4,298,469 Unemployment 1,358,838 137,300 196,720 1,299,418 Workers Compensation 2,839,993 1,505,100 1,320,020 3,025,073 Employee Health & Wellness 5,729,769 16,015,780 14,858,440 6,887,109 Liability Insurance 1,923,261 2,403,400 2,111,000 2,215,661 Property Insurance 722,999 579,000 641,700 660,299 General Fund Special Revenue Funds Debt Service Funds Enterprise Funds Internal Service Funds Fund Balances August 2020 Monthly Financial Report City of Kent, Washington Page 8 of 14 4.C.a Packet Pg. 14 Attachment: August 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2018 2019 2020 2020 2020 Actual Actual Budget YTD Est Actual Operating revenues and expenditures only; capital and non-capital projects are excluded. In instances where expenditures exceed revenues, fund balance is being utilized. Street Fund Revenues 15,241,855 17,415,000 16,988,340 8,187,401 16,722,710 Expenditures 15,698,374 18,858,486 17,879,290 6,834,363 12,184,230 Net Revenues Less Expenditures (456,519)(1,443,485)(890,950)1,353,038 4,538,480 LEOFF 1 Retiree Benefits Revenues 1,948,504 1,401,786 1,201,170 676,114 1,215,690 Expenditures 1,372,764 1,352,624 1,546,320 1,110,012 1,622,870 Net Revenues Less Expenditures 575,740 49,162 (345,150)(433,898)(407,180) Lodging Tax Revenues 320,774 314,588 303,510 117,421 164,130 Expenditures 441,566 465,527 349,780 169,596 268,940 Net Revenues Less Expenditures (120,791)(150,940)(46,270)(52,175)(104,810) Youth/Teen Programs Revenues 928,958 941,240 936,680 640,508 923,190 Expenditures 942,000 957,730 963,100 4,727 923,190 Net Revenues Less Expenditures (13,042)(16,490)(26,420)635,781 Capital Resources Revenues 22,962,097 22,567,130 20,581,220 12,815,937 19,301,800 Expenditures 23,009,239 19,339,046 28,295,780 3,998,791 28,720,680 Net Revenues Less Expenditures (47,142)3,228,084 (7,714,560)8,817,146 (9,418,880) Criminal Justice Revenues 5,141,297 7,054,222 8,352,270 4,838,531 7,566,160 Expenditures 5,090,504 6,432,377 8,375,980 4,527,787 8,038,760 Net Revenues Less Expenditures 50,792 621,845 (23,710)310,744 (472,600) ShoWare Operating Revenues 1,502,759 1,456,311 1,150,000 128,429 960,000 Expenditures 1,373,763 1,089,763 1,267,340 949,546 1,620,000 Net Revenues Less Expenditures 128,996 366,548 (117,340)(821,116)(660,000) Other Operating Revenues 133,288 185,821 108,770 108,770 Expenditures 72,045 178,558 108,770 105,849 108,670 Net Revenues Less Expenditures 61,243 7,263 (105,849)100 Councilmanic Debt Service Revenues 10,535,010 10,266,923 9,144,490 2,410,093 9,144,490 Expenditures 10,070,185 9,802,097 8,754,530 2,485,688 8,754,530 Net Revenues Less Expenditures 464,826 464,826 389,960 (75,595)389,960 Special Assessment Debt Service Revenues 1,458,264 1,339,332 793,180 237,539 798,180 Expenditures 1,561,009 1,119,393 793,580 329,827 793,480 Net Revenues Less Expenditures (102,745)219,939 (400)(92,288)4,700 Debt Service Funds August 2020 Monthly Financial Report City of Kent, Washington Other Funds Overview (Revenues and Expenditures) Special Revenue Funds Page 9 of 14 4.C.a Packet Pg. 15 Attachment: August 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2018 2019 2020 2020 2020 Actual Actual Budget YTD Est Actual Operating revenues and expenditures only; capital and non-capital projects are excluded. In instances where expenditures exceed revenues, fund balance is being utilized. August 2020 Monthly Financial Report City of Kent, Washington Other Funds Overview (Revenues and Expenditures) Water Utility Revenues 29,438,960 28,578,903 30,168,320 18,445,106 29,414,900 Expenditures 28,004,249 30,237,156 28,127,260 13,398,304 28,127,260 Net Revenues Less Expenditures 1,434,710 (1,658,253)2,041,060 5,046,802 1,287,640 Sewer Utility Revenues 33,063,798 32,386,150 21,951,960 33,168,990 Expenditures 31,664,339 32,353,140 19,241,316 32,353,140 Net Revenues Less Expenditures 1,399,458 33,010 2,710,644 815,850 Note: Sewer Utility was combined with Drainage Utility in 2018. Drainage Utility Revenues 57,343,023 26,947,644 24,188,630 15,595,738 24,573,410 Expenditures 56,890,091 25,690,587 22,776,280 10,764,661 22,776,280 Net Revenues Less Expenditures 452,932 1,257,057 1,412,350 4,831,077 1,797,130 Solid Waste Utility Revenues 799,794 874,164 745,650 529,793 757,660 Expenditures 812,476 809,006 733,430 681,183 952,520 Net Revenues Less Expenditures (12,682)65,158 12,220 (151,390)(194,860) Golf Complex Revenues 9,229,538 2,698,609 4,361,570 5,015,037 5,560,000 Expenditures 6,467,553 2,636,110 4,309,880 1,640,138 3,734,000 Net Revenues Less Expenditures 2,761,985 62,499 51,690 3,374,899 1,826,000 Fleet Services Revenues 5,686,534 8,514,159 5,163,800 3,736,972 5,454,460 Expenditures 7,286,339 6,413,500 7,200,570 3,896,060 6,901,220 Net Revenues Less Expenditures (1,599,805)2,100,659 (2,036,770)(159,088)(1,446,760) Central Services Revenues 375,410 367,717 456,010 181,228 338,800 Expenditures 357,253 326,927 396,590 179,143 324,360 Net Revenues Less Expenditures 18,157 40,790 59,420 2,085 14,440 Information Technology Revenues 8,416,261 9,063,603 9,084,460 5,942,197 8,983,090 Expenditures 8,676,906 8,702,490 11,740,610 6,162,259 11,523,370 Net Revenues Less Expenditures (260,645)361,113 (2,656,150)(220,062)(2,540,280) Facilities Revenues 4,941,020 5,417,608 6,236,060 3,529,761 6,235,440 Expenditures 4,933,077 5,035,505 7,056,200 2,905,125 5,217,350 Net Revenues Less Expenditures 7,943 382,103 (820,140)624,636 1,018,090 Unemployment Revenues 158,565 178,465 144,690 108,239 137,300 Expenditures 181,851 220,850 177,480 138,667 196,720 Net Revenues Less Expenditures (23,286)(42,384)(32,790)(30,428)(59,420) Enterprise Funds Internal Service Funds Note: Golf revenues include proceeds from the sale of land of $6m in 2018. 2018 Exp include $3.3m transfer to Capital Projects Page 10 of 14 4.C.a Packet Pg. 16 Attachment: August 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2018 2019 2020 2020 2020 Actual Actual Budget YTD Est Actual Operating revenues and expenditures only; capital and non-capital projects are excluded. In instances where expenditures exceed revenues, fund balance is being utilized. August 2020 Monthly Financial Report City of Kent, Washington Other Funds Overview (Revenues and Expenditures) Workers Compensation Revenues 1,829,452 1,289,364 1,129,480 981,273 1,505,100 Expenditures 725,048 1,928,101 1,516,600 830,554 1,320,020 Net Revenues Less Expenditures 1,104,404 (638,737)(387,120)150,720 185,080 Employee Health & Wellness Revenues 13,857,791 15,629,649 15,842,530 10,512,130 16,015,780 Expenditures 12,931,931 13,786,308 16,688,790 8,600,304 14,858,440 Net Revenues Less Expenditures 925,860 1,843,342 (846,260)1,911,825 1,157,340 Liability Insurance Revenues 1,950,908 2,798,493 2,190,430 1,669,424 2,403,400 Expenditures 2,733,726 1,753,545 2,091,380 1,459,427 2,111,000 Net Revenues Less Expenditures (782,818)1,044,947 99,050 209,997 292,400 Property Insurance Revenues 587,906 1,328,717 581,140 386,616 579,000 Expenditures 632,404 1,213,255 572,240 861,538 641,700 Net Revenues Less Expenditures (44,498)115,462 8,900 (474,922)(62,700) 0 20,000,000 40,000,000 60,000,000 80,000,000 100,000,000 120,000,000 2017 Actuals 2018 Actuals 2019 Budget 2019 Est. Actuals Other Fund Revenues Special Revenue Funds Enterprise Funds Internal Service Funds 0 5,000,000 10,000,000 15,000,000 20,000,000 25,000,000 30,000,000 35,000,000 40,000,000 45,000,000 General Fund Special Revenue Funds Enterprise Funds Internal Service Funds 2020 Estimated Fund Balances Beginning Balance Estimated Ending Balance 0 10,000,000 20,000,000 30,000,000 40,000,000 50,000,000 60,000,000 70,000,000 80,000,000 90,000,000 100,000,000 2017 Actuals 2018 Actuals 2019 Budget 2019 Est. Actuals Other Fund Expenditures Special Revenue Funds Enterprise Funds Internal Service Funds Page 11 of 14 4.C.a Packet Pg. 17 Attachment: August 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2018 2019 2020 thru August thru August thru August Operating revenues and expenditures only; capital and non-capital projects are excluded. Street Fund Revenues 7,988,844 9,481,090 8,187,401 (1,293,689)-13.6% Expenditures 8,258,240 9,974,592 6,834,363 (3,140,229)-31.5% Net Revenues Less Expenditures (269,396)(493,503)1,353,038 LEOFF 1 Retiree Benefits Revenues 531,551 823,906 676,114 (147,793)-17.9% Expenditures 960,971 906,058 1,110,012 203,954 22.5% Net Revenues Less Expenditures (429,421)(82,151)(433,898) Lodging Tax Revenues 186,859 184,077 117,421 (66,656)-36.2% Expenditures 266,555 263,566 169,596 (93,970)-35.7% Net Revenues Less Expenditures (79,696)(79,489)(52,175) Youth/Teen Programs Revenues 644,555 620,623 640,508 19,886 3.2% Expenditures 4,727 4,727 Net Revenues Less Expenditures 644,555 620,623 635,781 Capital Resources Revenues 12,385,609 11,157,190 12,815,937 1,658,747 14.9% Expenditures 2,769,213 3,327,280 3,998,791 671,511 20.2% Net Revenues Less Expenditures 9,616,396 7,829,910 8,817,146 Criminal Justice Revenues 3,193,690 3,865,138 4,838,531 973,393 25.2% Expenditures 2,690,361 3,945,603 4,527,787 582,185 14.8% Net Revenues Less Expenditures 503,330 (80,464)310,744 ShoWare Operating Revenues 450,970 205,863 128,429 (77,433)-37.6% Expenditures 774,948 616,589 949,546 332,956 54.0% Net Revenues Less Expenditures (323,977)(410,727)(821,116) Admissions Tax revenues received quarterly (April, July, September, January) Other Operating Revenues Expenditures 47,567 103,794 105,849 2,055 2.0% Net Revenues Less Expenditures (47,567)(103,794)(105,849) Combines several small programs, including City Art Program and Neighborhood Matching Grants Special Revenue Funds Variance August 2020 Monthly Financial Report City of Kent, Washington Other Funds Overview (Revenues and Expenditures) Year-to-Year Month Comparison 2020-2019 Page 12 of 14 4.C.a Packet Pg. 18 Attachment: August 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2018 2019 2020 thru August thru August thru August Operating revenues and expenditures only; capital and non-capital projects are excluded. Variance August 2020 Monthly Financial Report City of Kent, Washington Other Funds Overview (Revenues and Expenditures) Year-to-Year Month Comparison 2020-2019 Councilmanic Debt Service Revenues 2,620,517 2,510,901 2,410,093 (100,808)-4.0% Expenditures 2,620,517 2,539,955 2,485,688 (54,267)-2.1% Net Revenues Less Expenditures (29,054)(75,595) Debt service payments are generally due in June and December. Special Assessments Debt Service Revenues 729,495 727,293 237,539 (489,753)-67.3% Expenditures 188,577 441,072 329,827 (111,245)-25.2% Net Revenues Less Expenditures 540,918 286,221 (92,288) Water Utility Revenues 18,560,821 20,415,959 18,445,106 (1,970,853)-9.7% Expenditures 13,876,786 13,002,488 13,398,304 395,816 3.0% Net Revenues Less Expenditures 4,684,035 7,413,471 5,046,802 Sewer Utility Revenues 22,478,928 21,951,960 (526,968)-2.3% Expenditures 19,167,746 19,241,316 73,569 0.4% Net Revenues Less Expenditures 3,311,181 2,710,644 Note: Sewer Utility was combined with Drainage Utility in 2018. Drainage Utility Revenues 37,529,582 15,944,680 15,595,738 (348,942)-2.2% Expenditures 28,429,560 9,871,384 10,764,661 893,277 9.0% Net Revenues Less Expenditures 9,100,021 6,073,296 4,831,077 Note: Sewer Utility was combined with Drainage Utility in 2018. Solid Waste Utility Revenues 502,813 551,116 529,793 (21,323)-3.9% Expenditures 510,934 485,849 681,183 195,334 40.2% Net Revenues Less Expenditures (8,121)65,267 (151,390) Golf Complex Revenues 8,481,333 1,847,474 5,015,037 3,167,563 171.5% Expenditures 3,049,080 1,890,785 1,640,138 (250,647)-13.3% Net Revenues Less Expenditures 5,432,254 (43,311)3,374,899 2018 and 2020 include proceeds from the sale of land of $6.0m and $3.7m, respectively. Fleet Services Revenues 3,375,477 5,351,211 3,736,972 (1,614,239)-30.2% Expenditures 3,404,593 4,127,315 3,896,060 (231,255)-5.6% Net Revenues Less Expenditures (29,116)1,223,897 (159,088) Central Services Revenues 261,415 247,706 181,228 (66,478)-26.8% Expenditures 254,256 209,909 179,143 (30,766)-14.7% Net Revenues Less Expenditures 7,158 37,797 2,085 Debt Service Funds Enterprise Funds Internal Service Funds Page 13 of 14 4.C.a Packet Pg. 19 Attachment: August 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2018 2019 2020 thru August thru August thru August Operating revenues and expenditures only; capital and non-capital projects are excluded. Variance August 2020 Monthly Financial Report City of Kent, Washington Other Funds Overview (Revenues and Expenditures) Year-to-Year Month Comparison 2020-2019 Information Technology Revenues 5,532,975 6,230,238 5,942,197 (288,041)-4.6% Expenditures 5,403,048 5,704,539 6,162,259 457,721 8.0% Net Revenues Less Expenditures 129,928 525,700 (220,062) Facilities Revenues 3,276,601 3,522,487 3,529,761 7,275 0.2% Expenditures 2,698,855 2,800,815 2,905,125 104,311 3.7% Net Revenues Less Expenditures 577,746 721,672 624,636 Unemployment Revenues 103,256 109,282 108,239 (1,043)-1.0% Expenditures 126,323 168,260 138,667 (29,593)-17.6% Net Revenues Less Expenditures (23,066)(58,978)(30,428) Workers Compensation Revenues 768,435 810,317 981,273 170,957 21.1% Expenditures 1,845,482 770,971 830,554 59,583 7.7% Net Revenues Less Expenditures (1,077,047)39,346 150,720 Employee Health & Wellness Revenues 9,239,650 10,209,794 10,512,130 302,336 3.0% Expenditures 9,160,180 8,985,072 8,600,304 (384,768)-4.3% Net Revenues Less Expenditures 79,470 1,224,721 1,911,825 Liability Insurance Revenues 1,108,217 1,448,704 1,669,424 220,720 15.2% Expenditures 1,670,360 1,773,815 1,459,427 (314,388)-17.7% Net Revenues Less Expenditures (562,143)(325,111)209,997 Property Insurance Revenues 394,976 1,131,734 386,616 (745,118)-65.8% Expenditures 602,209 1,411,516 861,538 (549,978)-39.0% Net Revenues Less Expenditures (207,233)(279,782)(474,922) 0 10,000,000 20,000,000 30,000,000 40,000,000 50,000,000 60,000,000 70,000,000 Special Revenue Funds Enterprise Funds Internal Service Funds Other Fund Revenues thru August 2018 2019 2020 0 5,000,000 10,000,000 15,000,000 20,000,000 25,000,000 30,000,000 35,000,000 40,000,000 45,000,000 50,000,000 Special Revenue Funds Enterprise Funds Internal Service Funds Other Fund Expenditures thru August 2018 2019 2020 Page 14 of 14 4.C.a Packet Pg. 20 Attachment: August 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2020 Adj Budget 2020 YTD 2020 Est Actual Variance Favorable (Unfavorable) %Variance Favorable (Unfavorable) Revenues 109,451,320 69,290,876 105,058,200 (4,393,120) -4.0% Expenditures 105,916,390 68,310,714 104,095,160 1,821,230 1.7% Net Revenues Less Expenditures 3,534,930 980,162 963,040 (2,571,890) Beginning Fund Balance 34,399,775 34,399,775 Ending Fund Balance 37,934,705 35,362,815 Ending Fund Balance Detail: General Fund Reserves 37,467,307 35,101,025 35.4%33.7% Restricted for Annexation 467,398 261,790 Revenue Overview Expenditures Overview Required Ending Fund Balance Calculation Estimated Expenditures for 2020 (from above)104,095,160 18.0% 18% GF Ending Fund Balance 18,737,129 September 2020 Monthly Financial Report City of Kent, Washington General Fund Overview Summary Analysis through September shows an overall unfavorable budget variance of $-2.6 million. General Fund Reserves are estimated to end the year at $35.1 million, or 33.7% of estimated 2020 expenditures. Revenues are estimated to end the year approximately $-4.4 million (-4%) lower than budgeted. Through September, most departments are trending under budget with an overall budget variance of $1.8 million or 1.7%, due to the impact of Covid-19. 2.06 0.83 0.64 4.13 7.65 9.46 11.91 18.92 20.65 21.67 32.57 35.10 0.00 5.00 10.00 15.00 20.00 25.00 30.00 35.00 40.00 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Est. 2020 General Fund Ending Fund Balance 10-year History (excluding Annexation)$ in millions Page 1 of 14 4.C.b Packet Pg. 21 Attachment: September 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) Revenue Categories 2020 Adj Budget 2020 YTD 2020 Est Actual Variance Favorable (Unfavorable) %Variance Favorable (Unfavorable) Taxes: Property 30,457,820 17,361,615 31,092,830 635,010 2.1% Sales & Use 20,849,490 17,196,395 21,688,030 838,540 4.0% Utility 19,278,260 14,680,230 19,297,340 19,080 0.1% Business & Occupation 14,900,000 7,315,175 14,500,000 (400,000) -2.7% Other 897,440 301,342 465,710 (431,730) -48.1% Licenses and Permits 7,490,520 4,770,975 6,262,150 (1,228,370) -16.4% Intergovernmental Revenue 2,966,570 2,369,866 2,884,110 (82,460) -2.8% Charges for Services 6,266,770 2,737,610 3,565,550 (2,701,220) -43.1% Fines and Forfeitures 1,145,660 751,796 993,620 (152,040) -13.3% Miscellaneous Revenue 2,444,020 1,355,870 1,768,160 (675,860) -27.7% Transfers In 2,754,770 450,000 2,540,700 (214,070) -7.8% Total Revenues 109,451,320 69,290,876 105,058,200 (4,393,120) -4.0% Variances due mostly to realized and anticipated revenue losses from the impacts of Covid-19. September 2020 Monthly Financial Report City of Kent, Washington General Fund Overview - Revenues Variance analysis for revenues is provided for particular line items or those in which the estimated actual amount differs from the budgeted amount by at least 10% or minimum of $500,000. Variance Notes Property Taxes 30% Sales Taxes 21% Utility Taxes 18% B&O Taxes 14% Other Taxes 0.4% Licenses and Permits 6% Intergovernmental 3% Charges for Services 3% Fines and Forfeitures 1% Misc & Transfers In 4% Other 11% 2020 Estimated General Fund Revenues Page 2 of 14 4.C.b Packet Pg. 22 Attachment: September 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) Prior Year Revenues Budgeted Revenues Actual Revenues January 6,139 6,123 6,877 February 5,923 5,450 5,736 March 7,624 8,104 6,774 April 20,431 18,172 16,925 May 9,230 7,857 8,588 June 6,226 6,446 7,691 July 8,682 7,866 6,376 August 6,437 5,826 4,995 September 7,074 7,119 5,328 October 21,274 18,654 0 November 8,154 7,403 0 December 12,212 10,429 0 Total 119,404 109,451 69,291 Prior Year Revenues Budgeted Revenues Actual Revenues January 0 12 0 February 262 237 247 March 866 890 1,461 April 12,268 12,635 9,328 May 2,730 2,110 3,199 June 128 131 2,242 July 87 110 196 August 80 106 152 September 842 652 538 October 11,573 11,685 0 November 1,688 1,657 0 December 208 233 0 Total 30,732 30,458 17,362 Prior Year Revenues Budgeted Revenues Actual Revenues January 2,060 1,574 2,158 February 2,485 1,940 2,425 March 2,058 1,564 2,143 April 1,788 1,484 1,929 May 2,244 1,758 1,959 June 1,765 1,487 2,127 July 2,331 1,702 639 August 2,540 1,898 1,906 September 2,310 1,736 1,909 October 2,532 1,787 0 November 2,589 1,916 0 December 2,418 2,005 0 Total 27,121 20,849 17,196 September 2020 Monthly Financial Report City of Kent, Washington General Fund Revenues ($ in Thousands) All Revenues Sources Property Tax Sales Tax $0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 20 Bud 19 Act 20 Act $0 $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 20 Bud 19 Act 20 Act $0 $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 20 Bud 19 Act 20 Act Page 3 of 14 4.C.b Packet Pg. 23 Attachment: September 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) September 2020 Monthly Financial Report City of Kent, Washington General Fund Revenues ($ in Thousands) Prior Year Revenues Budgeted Revenues Actual Revenues January 1,822 1,989 2,033 February 1,648 1,701 1,779 March 1,680 1,651 1,627 April 1,707 1,758 1,845 May 1,575 1,533 1,581 June 1,450 1,428 1,494 July 1,639 1,667 1,330 August 1,477 1,473 1,473 September 1,481 1,688 1,519 October 2,012 1,492 0 November 1,633 1,526 0 December 1,477 1,372 0 Total 19,600 19,278 14,680 Prior Year Revenues Budgeted Revenues Actual Revenues January 2 5 2 February 2 8 1 March 48 249 33 April 2,479 2,338 2,765 May 543 969 898 June 81 184 117 July 2,637 2,972 2,937 August 665 615 772 September 70 139 92 October 2,919 3,297 0 November 490 536 0 December 4,026 4,486 0 Total 13,963 15,797 7,617 Prior Year Revenues Budgeted Revenues Actual Revenues January 2,255 1,859 2,684 February 1,526 879 1,284 March 2,972 2,565 1,508 April 2,189 1,689 1,059 May 2,139 1,431 951 June 2,801 2,553 1,711 July 1,987 1,665 1,275 August 1,675 1,352 692 September 2,370 2,423 1,272 October 2,237 1,836 0 November 1,754 1,504 0 December 4,083 3,313 0 Total 27,987 23,068 12,436 Utility Tax Other Taxes Other Revenues (Intergovernmental, Licenses & Permits, Charges for Service, Fines & Forfeits, and Misc Revenues) $0 $5,000 $10,000 $15,000 $20,000 $25,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 20 Bud 19 Act 20 Act $0 $2,000 $4,000 $6,000 $8,000 $10,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 20 Bud 19 Act 20 Act $0 $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 20 Bud 19 Act 20 Act Page 4 of 14 4.C.b Packet Pg. 24 Attachment: September 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) Department 2020 Adj Budget 2020 YTD 2020 Est Actual Variance Favorable (Unfavorable) %Variance Favorable (Unfavorable) City Council 396,860 294,896 384,960 11,900 3.0% Mayor's Office/City Clerk 1,936,510 1,417,871 1,807,870 128,640 6.6% Economic & Community Dev 7,436,070 5,082,670 7,086,930 349,140 4.7% Finance 2,603,760 1,671,925 2,479,150 124,610 4.8% Fire Contracted Services 3,676,240 2,734,758 3,646,340 29,900 0.8% Human Resources 1,554,490 1,117,033 1,477,030 77,460 5.0% Information Technology 202,550 172,932 172,930 29,620 14.6% Law 1,526,670 1,086,225 1,472,670 54,000 3.5% Municipal Court 3,478,190 2,496,869 3,407,000 71,190 2.0% Parks, Recreation & Comm Svcs 18,153,610 11,739,741 17,270,840 882,770 4.9% Police 44,020,320 32,299,044 43,919,980 100,340 0.2% Public Works 590,750 629,087 629,090 (38,340) -6.5% Non-Departmental 20,340,370 7,567,663 20,340,370 Total Expenditures 105,916,390 68,310,714 104,095,160 1,821,230 1.7% September 2020 Monthly Financial Report City of Kent, Washington General Fund Overview - Expenditures Variance analysis for expenditures is provided for particular departments or those in which the estimated actual amount differs from the budgeted amount by at least 10% or a minimum of $500,000. Variance Notes All variances to budget are due to reductions as a result of the impacts of Covid-19. City Council 0.4% Mayor/Clerk 2% ECD 7% Finance 2% Fire Contracts Svcs 4% H.R. 1%I.T. 0.2%Law 1% Municipal Court 3%Parks, Recreation & Comm Svcs 17% Police 42% Public Works 0.6% Non-Departmental 20% Other 7% 2020 Estimated General Fund Expenditures Page 5 of 14 4.C.b Packet Pg. 25 Attachment: September 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2018 2019 2020 2020 2020 Actual Actual Adj Budget YTD Est Actual Beginning Fund Balance 21,595,173 23,750,461 34,399,775 34,399,775 34,399,775 Revenues Taxes: Property 29,971,155 30,731,786 30,457,820 17,361,615 31,092,830 Sales & Use 24,699,301 27,121,400 20,849,490 17,196,395 21,688,030 Utility 19,289,162 19,600,347 19,278,260 14,680,230 19,297,340 Business & Occupation 9,422,048 12,999,564 14,900,000 7,315,175 14,500,000 Other 1,074,356 963,837 897,440 301,342 465,710 Licenses and Permits 7,557,658 7,483,643 7,490,520 4,770,975 6,262,150 Intergovernmental Revenue 7,919,860 6,645,962 2,966,570 2,369,866 2,884,110 Charges for Services 6,602,681 7,996,846 6,266,770 2,737,610 3,565,550 Fines and Forfeitures 1,360,976 1,289,334 1,145,660 751,796 993,620 Miscellaneous Revenue 2,642,511 3,586,979 2,444,020 1,355,870 1,768,160 Transfers In 950,000 984,411 2,754,770 450,000 2,540,700 Total Revenues 111,489,706 119,404,108 109,451,320 69,290,876 105,058,200 Expenditures City Council 344,160 392,115 396,860 294,896 384,960 Mayor's Office/City Clerk 2,759,974 2,768,273 1,936,510 1,417,871 1,807,870 Economic & Community Dev 6,681,671 7,044,217 7,436,070 5,082,670 7,086,930 Finance 3,061,472 3,236,960 2,603,760 1,671,925 2,479,150 Fire Contracted Services 3,619,385 3,927,088 3,676,240 2,734,758 3,646,340 Human Resources 2,075,553 2,047,102 1,554,490 1,117,033 1,477,030 Information Technology 506,265 513,448 202,550 172,932 172,930 Law 1,673,438 1,801,507 1,526,670 1,086,225 1,472,670 Municipal Court 3,442,107 3,646,275 3,478,190 2,496,869 3,407,000 Parks, Recreation & Comm Svcs 17,992,171 18,396,678 18,153,610 11,739,741 17,270,840 Police 39,315,958 43,849,289 44,020,320 32,299,044 43,919,980 Public Works 1,155,562 1,208,835 590,750 629,087 629,090 Non-Departmental 26,706,702 20,332,204 20,340,370 7,567,663 20,340,370 Total Expenditures 109,334,419 109,163,991 105,916,390 68,310,714 104,095,160 Net Revenues less Expenditures 2,155,288 10,240,117 3,534,930 980,162 963,040 Ending Fund Balance 23,750,461 33,990,578 37,934,705 35,379,937 35,362,815 Ending Fund Balance Detail: General Fund Reserves 22,069,241 32,573,348 37,467,307 35,101,025 based on same year actuals/budget 20.2% 29.8% 35.4% 33.7% Restricted for Annexation 1,681,220 1,417,230 467,398 261,790 September 2020 Monthly Financial Report City of Kent, Washington General Fund Page 6 of 14 4.C.b Packet Pg. 26 Attachment: September 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2018 2019 2020 % of thru Sept thru Sept thru Sept Budget Revenues Taxes: Property 16,397,937 17,262,614 17,361,615 99,001 0.6%57.0% Sales & Use 17,531,018 19,582,047 17,196,395 (2,385,652) -12.2%82.5% Utility 14,825,356 14,478,653 14,680,230 201,577 1.4%76.1% Business & Occupation 4,172,695 6,049,391 7,315,175 1,265,783 20.9%49.1% Other 602,759 478,402 301,342 (177,060) -37.0%33.6% Licenses and Permits 5,505,780 5,711,936 4,770,975 (940,961) -16.5%63.7% Intergovernmental Revenue 5,940,770 5,659,715 2,369,866 (3,289,849) -58.1%79.9% Charges for Services 5,253,143 5,465,708 2,737,610 (2,728,098) -49.9%43.7% Fines and Forfeitures 1,160,677 830,780 751,796 (78,983) -9.5%65.6% Miscellaneous Revenue 1,840,136 2,210,678 1,355,870 (854,808) -38.7%55.5% Transfers In - 37,631 450,000 412,369 1095.8%16.3% Total Revenues 73,230,271 77,767,555 69,290,876 (8,476,679) -10.9%63.3% Expenditures City Council 271,519 292,078 294,896 2,817 1.0%74.3% Mayor's Office/City Clerk 1,942,992 1,985,330 1,417,871 (567,459) -28.6%73.2% Economic & Community Dev 4,997,418 5,088,302 5,082,670 (5,632) -0.1%68.4% Finance 2,302,813 2,517,908 1,671,925 (845,983) -33.6%64.2% Fire Contracted Services 2,603,589 2,938,746 2,734,758 (203,988) -6.9%74.4% Human Resources 1,549,060 1,535,873 1,117,033 (418,840) -27.3%71.9% Information Technology 378,030 385,716 172,932 (212,784) -55.2%85.4% Law 1,248,781 1,318,024 1,086,225 (231,798) -17.6%71.1% Municipal Court 2,490,400 2,666,194 2,496,869 (169,325) -6.4%71.8% Parks, Recreation & Comm Svcs 12,940,567 13,502,284 11,739,741 (1,762,543) -13.1%64.7% Police 29,120,023 32,134,194 32,299,044 164,850 0.5%73.4% Public Works 850,679 844,834 629,087 (215,747) -25.5%106.5% Non-Departmental 6,789,837 3,096,196 7,567,663 4,471,467 144.4%37.2% Total Expenditures 67,485,707 68,305,680 68,310,714 5,034 0.0%64.5% *General Govt. includes City Council, Mayor/Clerk, HR, IT, & Finance Variance General Fund Year-to-Year Month Comparison 2020-19 September 2020 Monthly Financial Report City of Kent, Washington 0 5,000,000 10,000,000 15,000,000 20,000,000 25,000,000 30,000,000 Property Taxes Sales & Use Taxes Utility Taxes Other Revenues GF Revenues thru September 2018 2019 2020 0 5,000,000 10,000,000 15,000,000 20,000,000 25,000,000 30,000,000 35,000,000 Police Parks *General Govt. ECD Non-Dept & Other GF Expenditures thru September 2018 2019 2020 Page 7 of 14 4.C.b Packet Pg. 27 Attachment: September 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2020 2020 Beginning Fund Balance 2020 Estimated Revenues 2020 Estimated Expenditures Estimated Ending Fund Balance Operating revenues and expenditures only; capital and non-capital projects are excluded. General Fund 34,399,775 105,058,200 104,095,160 35,362,815 Street Fund 7,249,873 16,722,710 12,184,230 11,788,353 LEOFF 1 Retiree Benefits 1,921,274 1,215,690 1,622,870 1,514,094 Lodging Tax 185,825 164,130 268,940 81,015 Youth/Teen Programs 75,355 923,190 923,190 75,355 Capital Resources 18,658,224 19,301,800 28,720,680 9,239,344 Criminal Justice 7,867,703 7,566,160 8,038,760 7,395,103 ShoWare Operating 2,930,008 960,000 1,620,000 2,270,008 Other Operating 568,356 108,770 108,670 568,456 Councilmanic Debt Service 1,915,872 9,144,490 8,754,530 2,305,832 Special Assessments Debt Service 699,855 798,180 793,480 704,555 Water Utility 11,375,662 29,414,900 28,127,260 12,663,302 Sewer Utility 908,833 33,168,990 32,353,140 1,724,683 Drainage Utility 16,107,790 24,573,410 22,776,280 17,904,920 Solid Waste Utility 531,908 757,660 952,520 337,048 Golf Complex (601,973) 5,560,000 3,734,000 1,224,027 Fleet Services 4,351,502 5,454,460 6,901,220 2,904,742 Central Services 55,834 338,800 324,360 70,274 Information Technology 3,728,511 8,983,090 11,523,370 1,188,231 Facilities 3,280,379 6,235,440 5,217,350 4,298,469 Unemployment 1,358,838 137,300 196,720 1,299,418 Workers Compensation 2,839,993 1,505,100 1,320,020 3,025,073 Employee Health & Wellness 5,729,769 16,015,780 14,858,440 6,887,109 Liability Insurance 1,923,261 2,403,400 2,111,000 2,215,661 Property Insurance 722,999 579,000 641,700 660,299 Enterprise Funds Internal Service Funds Fund Balances September 2020 Monthly Financial Report City of Kent, Washington General Fund Special Revenue Funds Debt Service Funds Page 8 of 14 4.C.b Packet Pg. 28 Attachment: September 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2018 2019 2020 2020 2020 Actual Actual Budget YTD Est Actual Operating revenues and expenditures only; capital and non-capital projects are excluded. In instances where expenditures exceed revenues, fund balance is being utilized. Street Fund Revenues 15,241,855 17,415,000 16,988,340 9,170,111 16,722,710 Expenditures 15,698,374 18,858,486 17,879,290 7,396,276 12,184,230 Net Revenues Less Expenditures (456,519)(1,443,485)(890,950)1,773,835 4,538,480 LEOFF 1 Retiree Benefits Revenues 1,948,504 1,401,786 1,201,170 752,692 1,215,690 Expenditures 1,372,764 1,352,624 1,546,320 1,225,047 1,622,870 Net Revenues Less Expenditures 575,740 49,162 (345,150)(472,355)(407,180) Lodging Tax Revenues 320,774 314,588 303,510 131,253 164,130 Expenditures 441,566 465,527 349,780 176,522 268,940 Net Revenues Less Expenditures (120,791)(150,940)(46,270)(45,269)(104,810) Youth/Teen Programs Revenues 928,958 941,240 936,680 710,690 923,190 Expenditures 942,000 957,730 963,100 5,318 923,190 Net Revenues Less Expenditures (13,042)(16,490)(26,420)705,373 Capital Resources Revenues 22,962,097 22,567,130 20,581,220 14,688,257 19,301,800 Expenditures 23,009,239 19,339,046 28,720,780 4,642,210 28,720,680 Net Revenues Less Expenditures (47,142)3,228,084 (8,139,560)10,046,048 (9,418,880) Criminal Justice Revenues 5,141,297 7,054,222 8,352,270 5,449,180 7,566,160 Expenditures 5,090,504 6,432,377 8,375,980 5,306,365 8,038,760 Net Revenues Less Expenditures 50,792 621,845 (23,710)142,816 (472,600) ShoWare Operating Revenues 1,502,759 1,456,311 1,173,200 128,429 960,000 Expenditures 1,373,763 1,089,763 1,290,540 1,418,168 1,620,000 Net Revenues Less Expenditures 128,996 366,548 (117,340)(1,289,738)(660,000) Other Operating Revenues 133,288 185,821 108,770 108,770 Expenditures 72,045 178,558 108,770 106,022 108,670 Net Revenues Less Expenditures 61,243 7,263 (106,022)100 Councilmanic Debt Service Revenues 10,535,010 10,266,923 9,144,490 2,410,093 9,144,490 Expenditures 10,070,185 9,802,097 8,754,530 2,494,341 8,754,530 Net Revenues Less Expenditures 464,826 464,826 389,960 (84,247)389,960 Special Assessment Debt Service Revenues 1,458,264 1,339,332 793,180 246,419 798,180 Expenditures 1,561,009 1,119,393 793,580 330,612 793,480 Net Revenues Less Expenditures (102,745)219,939 (400)(84,193)4,700 Debt Service Funds September 2020 Monthly Financial Report City of Kent, Washington Other Funds Overview (Revenues and Expenditures) Special Revenue Funds Page 9 of 14 4.C.b Packet Pg. 29 Attachment: September 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2018 2019 2020 2020 2020 Actual Actual Budget YTD Est Actual Operating revenues and expenditures only; capital and non-capital projects are excluded. In instances where expenditures exceed revenues, fund balance is being utilized. September 2020 Monthly Financial Report City of Kent, Washington Other Funds Overview (Revenues and Expenditures) Water Utility Revenues 29,438,960 28,578,903 30,168,320 21,364,266 29,414,900 Expenditures 28,004,249 30,237,156 28,127,260 14,781,479 28,127,260 Net Revenues Less Expenditures 1,434,710 (1,658,253)2,041,060 6,582,787 1,287,640 Sewer Utility Revenues 33,063,798 32,386,150 25,095,349 33,168,990 Expenditures 31,664,339 32,353,140 21,710,895 32,353,140 Net Revenues Less Expenditures 1,399,458 33,010 3,384,454 815,850 Note: Sewer Utility was combined with Drainage Utility in 2018. Drainage Utility Revenues 57,343,023 26,947,644 24,188,630 17,303,270 24,573,410 Expenditures 56,890,091 25,690,587 22,776,280 11,819,849 22,776,280 Net Revenues Less Expenditures 452,932 1,257,057 1,412,350 5,483,421 1,797,130 Solid Waste Utility Revenues 799,794 874,164 745,650 586,049 757,660 Expenditures 812,476 809,006 733,430 748,523 952,520 Net Revenues Less Expenditures (12,682)65,158 12,220 (162,473)(194,860) Golf Complex Revenues 9,229,538 2,698,609 4,361,570 5,234,191 5,560,000 Expenditures 6,467,553 2,636,110 4,309,880 1,889,793 3,734,000 Net Revenues Less Expenditures 2,761,985 62,499 51,690 3,344,398 1,826,000 Fleet Services Revenues 5,686,534 8,514,159 5,163,800 4,170,989 5,454,460 Expenditures 7,286,339 6,413,500 7,450,570 4,401,994 6,901,220 Net Revenues Less Expenditures (1,599,805)2,100,659 (2,286,770)(231,005)(1,446,760) Central Services Revenues 375,410 367,717 456,010 224,814 338,800 Expenditures 357,253 326,927 396,590 186,480 324,360 Net Revenues Less Expenditures 18,157 40,790 59,420 38,335 14,440 Information Technology Revenues 8,416,261 9,063,603 9,084,460 6,697,256 8,983,090 Expenditures 8,676,906 8,702,490 11,740,610 7,123,625 11,523,370 Net Revenues Less Expenditures (260,645)361,113 (2,656,150)(426,369)(2,540,280) Facilities Revenues 4,941,020 5,417,608 6,236,060 3,964,170 6,235,440 Expenditures 4,933,077 5,035,505 7,056,200 3,265,316 5,217,350 Net Revenues Less Expenditures 7,943 382,103 (820,140)698,854 1,018,090 Unemployment Revenues 158,565 178,465 144,690 121,783 137,300 Expenditures 181,851 220,850 177,480 141,718 196,720 Net Revenues Less Expenditures (23,286)(42,384)(32,790)(19,934)(59,420) Enterprise Funds Internal Service Funds Note: Golf revenues include proceeds from the sale of land of $6m in 2018. 2018 Exp include $3.3m transfer to Capital Projects Page 10 of 14 4.C.b Packet Pg. 30 Attachment: September 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2018 2019 2020 2020 2020 Actual Actual Budget YTD Est Actual Operating revenues and expenditures only; capital and non-capital projects are excluded. In instances where expenditures exceed revenues, fund balance is being utilized. September 2020 Monthly Financial Report City of Kent, Washington Other Funds Overview (Revenues and Expenditures) Workers Compensation Revenues 1,829,452 1,289,364 1,129,480 1,128,826 1,505,100 Expenditures 725,048 1,928,101 1,516,600 940,866 1,320,020 Net Revenues Less Expenditures 1,104,404 (638,737)(387,120)187,960 185,080 Employee Health & Wellness Revenues 13,857,791 15,629,649 15,842,530 11,766,147 16,015,780 Expenditures 12,931,931 13,786,308 16,688,790 9,691,537 14,858,440 Net Revenues Less Expenditures 925,860 1,843,342 (846,260)2,074,611 1,157,340 Liability Insurance Revenues 1,950,908 2,798,493 2,190,430 1,854,396 2,403,400 Expenditures 2,733,726 1,753,545 2,091,380 1,588,151 2,111,000 Net Revenues Less Expenditures (782,818)1,044,947 99,050 266,245 292,400 Property Insurance Revenues 587,906 1,328,717 581,140 434,276 579,000 Expenditures 632,404 1,213,255 572,240 864,707 641,700 Net Revenues Less Expenditures (44,498)115,462 8,900 (430,430)(62,700) 0 20,000,000 40,000,000 60,000,000 80,000,000 100,000,000 120,000,000 2017 Actuals 2018 Actuals 2019 Budget 2019 Est. Actuals Other Fund Revenues Special Revenue Funds Enterprise Funds Internal Service Funds 0 5,000,000 10,000,000 15,000,000 20,000,000 25,000,000 30,000,000 35,000,000 40,000,000 45,000,000 General Fund Special Revenue Funds Enterprise Funds Internal Service Funds 2020 Estimated Fund Balances Beginning Balance Estimated Ending Balance 0 10,000,000 20,000,000 30,000,000 40,000,000 50,000,000 60,000,000 70,000,000 80,000,000 90,000,000 100,000,000 2017 Actuals 2018 Actuals 2019 Budget 2019 Est. Actuals Other Fund Expenditures Special Revenue Funds Enterprise Funds Internal Service Funds Page 11 of 14 4.C.b Packet Pg. 31 Attachment: September 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2018 2019 2020 thru Sept thru Sept thru Sept Operating revenues and expenditures only; capital and non-capital projects are excluded. Street Fund Revenues 8,951,770 10,318,440 9,170,111 (1,148,329)-11.1% Expenditures 9,090,959 10,975,126 7,396,276 (3,578,850)-32.6% Net Revenues Less Expenditures (139,189)(656,686)1,773,835 LEOFF 1 Retiree Benefits Revenues 1,536,226 830,718 752,692 (78,026)-9.4% Expenditures 1,051,051 1,020,632 1,225,047 204,415 20.0% Net Revenues Less Expenditures 485,174 (189,914)(472,355) Lodging Tax Revenues 225,410 221,038 131,253 (89,785)-40.6% Expenditures 306,851 345,400 176,522 (168,878)-48.9% Net Revenues Less Expenditures (81,442)(124,361)(45,269) Youth/Teen Programs Revenues 717,278 687,613 710,690 23,078 3.4% Expenditures 5,318 5,318 Net Revenues Less Expenditures 717,278 687,613 705,373 Capital Resources Revenues 13,647,824 13,127,221 14,688,257 1,561,036 11.9% Expenditures 2,834,213 3,542,332 4,642,210 1,099,877 31.0% Net Revenues Less Expenditures 10,813,611 9,584,889 10,046,048 Criminal Justice Revenues 3,508,527 4,232,269 5,449,180 1,216,911 28.8% Expenditures 2,996,122 4,252,835 5,306,365 1,053,530 24.8% Net Revenues Less Expenditures 512,404 (20,566)142,816 ShoWare Operating Revenues 450,970 205,863 128,429 (77,433)-37.6% Expenditures 807,976 744,287 1,418,168 673,881 90.5% Net Revenues Less Expenditures (357,005)(538,424)(1,289,738) Admissions Tax revenues received quarterly (April, July, September, January) Other Operating Revenues Expenditures 53,847 114,769 106,022 (8,746)-7.6% Net Revenues Less Expenditures (53,847)(114,769)(106,022) Combines several small programs, including City Art Program and Neighborhood Matching Grants September 2020 Monthly Financial Report City of Kent, Washington Other Funds Overview (Revenues and Expenditures) Year-to-Year Month Comparison 2020-2019 Special Revenue Funds Variance Page 12 of 14 4.C.b Packet Pg. 32 Attachment: September 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2018 2019 2020 thru Sept thru Sept thru Sept Operating revenues and expenditures only; capital and non-capital projects are excluded. September 2020 Monthly Financial Report City of Kent, Washington Other Funds Overview (Revenues and Expenditures) Year-to-Year Month Comparison 2020-2019 Variance Councilmanic Debt Service Revenues 2,620,517 2,510,901 2,410,093 (100,808)-4.0% Expenditures 2,620,517 2,543,199 2,494,341 (48,858)-1.9% Net Revenues Less Expenditures (32,298)(84,247) Debt service payments are generally due in June and December. Special Assessments Debt Service Revenues 750,592 732,847 246,419 (486,428)-66.4% Expenditures 188,577 441,072 330,612 (110,460)-25.0% Net Revenues Less Expenditures 562,016 291,775 (84,193) Water Utility Revenues 21,284,210 23,132,992 21,364,266 (1,768,726)-7.6% Expenditures 15,043,461 14,308,412 14,781,479 473,067 3.3% Net Revenues Less Expenditures 6,240,748 8,824,580 6,582,787 Sewer Utility Revenues 24,751,019 25,095,349 344,330 1.4% Expenditures 21,584,230 21,710,895 126,665 0.6% Net Revenues Less Expenditures 3,166,789 3,384,454 Note: Sewer Utility was combined with Drainage Utility in 2018. Drainage Utility Revenues 42,227,647 19,255,418 17,303,270 (1,952,148)-10.1% Expenditures 32,125,807 11,154,324 11,819,849 665,526 6.0% Net Revenues Less Expenditures 10,101,840 8,101,094 5,483,421 Note: Sewer Utility was combined with Drainage Utility in 2018. Solid Waste Utility Revenues 556,161 606,497 586,049 (20,447)-3.4% Expenditures 560,680 547,285 748,523 201,238 36.8% Net Revenues Less Expenditures (4,520)59,212 (162,473) Golf Complex Revenues 8,668,158 2,039,450 5,234,191 3,194,740 156.6% Expenditures 3,268,240 2,121,658 1,889,793 (231,865)-10.9% Net Revenues Less Expenditures 5,399,918 (82,208)3,344,398 2018 and 2020 include proceeds from the sale of land of $6.0m and $3.7m, respectively. Fleet Services Revenues 3,780,262 5,792,968 4,170,989 (1,621,980)-28.0% Expenditures 3,722,206 4,949,737 4,401,994 (547,744)-11.1% Net Revenues Less Expenditures 58,056 843,231 (231,005) Central Services Revenues 288,658 267,051 224,814 (42,236)-15.8% Expenditures 268,760 227,306 186,480 (40,826)-18.0% Net Revenues Less Expenditures 19,899 39,744 38,335 Debt Service Funds Enterprise Funds Internal Service Funds Page 13 of 14 4.C.b Packet Pg. 33 Attachment: September 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) 2018 2019 2020 thru Sept thru Sept thru Sept Operating revenues and expenditures only; capital and non-capital projects are excluded. September 2020 Monthly Financial Report City of Kent, Washington Other Funds Overview (Revenues and Expenditures) Year-to-Year Month Comparison 2020-2019 Variance Information Technology Revenues 6,237,987 6,914,170 6,697,256 (216,914)-3.1% Expenditures 5,978,610 6,526,484 7,123,625 597,141 9.1% Net Revenues Less Expenditures 259,378 387,686 (426,369) Facilities Revenues 3,677,658 3,954,299 3,964,170 9,871 0.2% Expenditures 3,055,000 3,156,095 3,265,316 109,220 3.5% Net Revenues Less Expenditures 622,658 798,203 698,854 Unemployment Revenues 116,619 122,927 121,783 (1,144)-0.9% Expenditures 129,528 171,500 141,718 (29,783)-17.4% Net Revenues Less Expenditures (12,909)(48,573)(19,934) Workers Compensation Revenues 867,975 974,901 1,128,826 153,925 15.8% Expenditures 1,886,455 911,268 940,866 29,597 3.2% Net Revenues Less Expenditures (1,018,480)63,633 187,960 Employee Health & Wellness Revenues 10,486,960 11,464,246 11,766,147 301,901 2.6% Expenditures 10,046,848 10,160,049 9,691,537 (468,512)-4.6% Net Revenues Less Expenditures 440,112 1,304,197 2,074,611 Liability Insurance Revenues 1,236,516 1,602,521 1,854,396 251,874 15.7% Expenditures 1,759,954 1,786,094 1,588,151 (197,944)-11.1% Net Revenues Less Expenditures (523,439)(183,573)266,245 Property Insurance Revenues 442,955 1,179,644 434,276 (745,368)-63.2% Expenditures 606,521 1,421,083 864,707 (556,376)-39.2% Net Revenues Less Expenditures (163,566)(241,439)(430,430) 0 10,000,000 20,000,000 30,000,000 40,000,000 50,000,000 60,000,000 70,000,000 80,000,000 Special Revenue Funds Enterprise Funds Internal Service Funds Other Fund Revenues thru September 2018 2019 2020 0 10,000,000 20,000,000 30,000,000 40,000,000 50,000,000 60,000,000 Special Revenue Funds Enterprise Funds Internal Service Funds Other Fund Expenditures thru September 2018 2019 2020 Page 14 of 14 4.C.b Packet Pg. 34 Attachment: September 2020 Consolidated Monthly Report (2468 : INFO ONLY: August and September Financial Reports) HUMAN RESOURCES DEPARTMENT Teri Smith, Human Resources Director 220 Fourth Avenue South Kent, WA 98032 253-856-5270 DATE: October 27, 2020 TO: Kent City Council - Committee of the Whole SUBJECT: INFO ONLY: Workday Update SUMMARY: SUPPORTS STRATEGIC PLAN GOAL: Evolving Infrastructure - Connecting people and places through strategic investments in physical and technological infrastructure. 4.D Packet Pg. 35 PUBLIC WORKS DEPARTMENT Chad Bieren, PE - Interim Public Works Director 220 Fourth Avenue South Kent, WA 98032 253-856-5600 DATE: October 27, 2020 TO: Kent City Council - Committee of the Whole SUBJECT: West Hill Reservoir - Kronisch Property Lot Line Elimination - Authorize MOTION: Authorize the Mayor to sign the Lot Line Elimination necessary to construct the West Hill Reservoir on the Kronisch Property, in a form acceptable to the Interim Public Works Director and City Attorney. SUMMARY: Council approved the location for a West Hill Reservoir in November 2019. This drinking water reservoir will address existing water storage and fire flow deficiencies in the West Hill water service area, and will ensure ample water supply for future development and redevelopment of the West Hill. The Kronisch property consists of three separate parcels which were deeded to the City and then sold from the Parks Department to the Water Utility. The reservoir will need to be constructed on one parcel which requires a Lot Line Adjustment to combine the three parcels into one. BUDGET IMPACT: None. SUPPORTS STRATEGIC PLAN GOAL: Evolving Infrastructure - Connecting people and places through strategic investments in physical and technological infrastructure. Thriving City - Creating safe neighborhoods, healthy people, vibrant commercial districts, and inviting parks and recreation. ATTACHMENTS: 1. Lot Line Adjustment (PDF) 4.E Packet Pg. 36 APPLICATION FOR LOT LINE ADJUSTMENT Lot line adjustment _________ Lot line elimination _________ See Fee Schedule for Application Fee Lot Line Adjustment Planning Services Location: 400 W. Gowe • Mail to: 220 4th Avenue South • Kent, WA 98032 Permit Center (253) 856-5302 FAX: (253) 856-6412 KentWA.gov/permitcenter Please don’t write outside the dotted line. Please print in black ink only. For date stamp FILE #: ____________________________ KIVA #: ___________________________ Received by: _____________ Determined complete by: ______________ Date: _______________ Applicant, please complete. Location of parcels: ____________________________________________________________ King County Parcel Identification Number for each lot: _____________________________ ______________________________________________________________________________ Applicant:_____________________________________________________________________ Mailing Address: _____________________________________________ Zip: ____________ Daytime Phone: _______________________ Email: _________________________________ Contact Person: _____________________________ Phone Number: __________________ Status of Applicant (i.e., owner, agent, etc.): _______________________________________ ______________________________________________________________________________ The undersigned property owners, under penalty of perjury, each state that we are all of the legal owners of the property described in Exhibit A which is attached to this application, and desig- nate __________________________________ to act as our agent with respect to this applica- tion. We also certify that the above information is true and correct to the best of our knowledge. Signature(s) of the owner(s): Date: ______________________________________________ ____________________________________ ______________________________________________ ____________________________________ WH1-1 psd4029 6_18 p. 1 of 7 4.E.a Packet Pg. 37 Attachment: Lot Line Adjustment (2472 : West Hill Reservoir - Kronisch Property Lot Line Elimination - Authorize) List the legal owner(s) for each lot and all parties holding a financial interest in the properties. Submit to Planning Services documentation that all property owners agree to the proposed lot line adjustment/elimination. (If additional space is needed, please attach.) Legal Owner or Party of Interest: _________________________________________________ ______________________________________________________________________________ Mailing Address(es):____________________________________________________________ ______________________________________________________________________________ Day Telephone Number(s): ______________________________________________________ ______________________________________________________________________________ Legal Owner or Party of Interest: _________________________________________________ ______________________________________________________________________________ Mailing Address(es):____________________________________________________________ ______________________________________________________________________________ Day Telephone Number(s): ______________________________________________________ ______________________________________________________________________________ DO NOT WRITE BELOW THIS LINE ZONING DISTRICT: _____________________________ Minimum Lot Size: ____________ Access to Public Right of Way: __________________________________________________ ______________________________________________________________________________ Minimum Building Setbacks: ____________________________________________________ ______________________________________________________________________________ Other: ________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ PLEASE DO NOT WRITE OUTSIDE THE DOTTED LINE WH1-1 psd4029 6_18 p. 2 of 7 4.E.a Packet Pg. 38 Attachment: Lot Line Adjustment (2472 : West Hill Reservoir - Kronisch Property Lot Line Elimination - Authorize) SCALE:1"=50'PARCEL#125320007538TH AVE S36TH AVE S (MILITARY RD)PARCEL#1253200070PARCEL#1253200005LOT 15LOT 14LOT 3LOT 2PARCEL#1253200020BLOCK 1BURKLAND'S FIRSTADDITIONPARCEL#1253200065LOT 4LOT 13PARCEL#1253200015PARCEL#1253200010NOTES:1. THERE ARE NO STRUCTURES ON SITE2. ALL EXISTING FENCES ARE LOCATED NEAREXTERIOR PROPERTY LINES OF THE REVISEDLOTLINES TO BEELIMINATEDEXISTING SQUARE FOOTAGE:PARCEL 1253200075 = 10,300 SQ FTPARCEL 1253200070 = 11,784 SQ FTPARCEL 1253200015 = 6,098 SQ FTREVISED SQUARE FOOTAGE: 28,182 SQ FTEASEMENTS:E1 - 11' x 9' COMMUNICATION EASEMENTE2 - 15' x 20' COMMUNICATION EASEMENTE3 - 5' x 20' PSE GUY WIRE EASEMENTE4 - 5' COMMUNICATION EASEMENTE5 - 7' SIDEWALK EASEMENTE6 - 10' x 10' PSE EASEMENTE1E2E5E5E4E4E3E6RIGHT OF WAY DEDICATIONAFN 202010070015704.E.a Packet Pg. 39 Attachment: Lot Line Adjustment (2472 : West Hill Reservoir - Kronisch Property Lot Line Elimination - Authorize) PUBLIC WORKS DEPARTMENT Chad Bieren, PE - Interim Public Works Director 220 Fourth Avenue South Kent, WA 98032 253-856-5600 DATE: October 27, 2020 TO: Kent City Council - Committee of the Whole SUBJECT: Restrictive Covenant for the South 224th Street Projects Wetland Mitigation - Authorize MOTION: Authorize the Mayor to sign a restrictive covenant on parcel 3830000055, which will guarantee the property’s permanent use as a wetland mitigation site free from development subject to final terms and conditions acceptable to the Interim Public Works Director and City Attorney. SUMMARY: The Public Works Department will be improving a degraded wetland on City-owned parcel #3830000055 as mitigation for filling .41 acres of wetland for the South 224th Street projects. This wetland mitigation project will enhance 4.91 acres of degraded wetland by removing invasive weeds, grading to improve hydrologic function, and planting a mix of native shrubs, trees, and wetland plants. A U.S. Army Corps of Engineers’ permit was issued for this project, and one of the permit conditions was recording a restrictive covenant on the mitigation site’s property deed. The restrictive covenant will prevent future development on the site, ensure that the site will always be retained in a natural scenic condition, and prevent any use of the site that would impair or interfere with the ecological services it provides. To comply with the Corps permit, Public Works staff will record the restrictive covenant on the property deed for parcel #3830000055. BUDGET IMPACT: None. SUPPORTS STRATEGIC PLAN GOAL: Evolving Infrastructure - Connecting people and places through strategic investments in physical and technological infrastructure. Thriving City - Creating safe neighborhoods, healthy people, vibrant commercial districts, and inviting parks and recreation. ATTACHMENTS: 1. HytekMitigation_Restrictive Covenant (PDF) 4.F Packet Pg. 40 Restrictive Covenant – Page 1 AFTER RECORDING, RETURN TO: City of Kent 220 Fourth Avenue South Kent, Washington 98032 Attn: City Clerk Grantor: City of Kent Grantee: City of Kent Abbreviated Legal Description: Lot 3 of SP#77-35 rec#7810230760 Additional Legal Description on: Exhibit “A” Assessor's Tax Parcel ID No.: 3830000055 STR: NE-12-22-04 Project Name: S. 224th Street Project Phase II/14-3010 RESTRICTIVE COVENANT The City of Kent, a Washington Municipal Corporation, is the owner of real estate legally described in Exhibit A attached hereto and incorporated by this reference (the “Property”). Notice is hereby given that the “Property” is subject to use restrictions and other obligations. The purpose of these restrictions is to prevent this land from future development, ensure that the Property will be retained forever in a natural scenic condition, and prevent any use of the Property that will impair or interfere with the ecological services that the Property provides. These use restrictions and other obligations are a condition of U.S. Army Corps of Engineers Nationwide Permit NWS-2015-530 (the “Permit”), dated February 9, 2017. 4.F.a Packet Pg. 41 Attachment: HytekMitigation_Restrictive Covenant (2469 : Restrictive Covenant for South 224th Street Projects Wetland Mitigation - Authorize) Restrictive Covenant – Page 2 The owner of the Property shall not make or permit to be made any use of the Property, or any part of it, which is inconsistent with the mitigation purpose of the Property and diminishes the Property’s ecological services, unless the U.S. Army Corps of Engineers, or its successor, consents to the inconsistent use. Uses of the Property are restricted as set forth below. These restrictions and obligations described above shall run with the land and shall be binding on the City of Kent and any and all persons who acquire any interest in the Property: 1) The Property shall be retained in a natural scenic condition, 2) The Property shall not be used for any commercial or industrial use, 3) The Property shall not be used for agricultural activities, 4) Paving with concrete or asphalt is prohibited, and 5) Waste disposal is prohibited. Dated this ___ day of _____________________, 2020. CITY OF KENT __________________________ Name: Dana Ralph Title: Mayor STATE OF WASHINGTON ) ) ss. COUNTY OF KING ) I certify that I know or have satisfactory evidence that Dana Ralph is the person who appeared before me, and said person acknowledged that she signed this instrument, on oath stated that she was authorized to execute the instrument and acknowledged it as the Mayor of the City of Kent to be the free and voluntary act of such party for the uses and purposes mentioned in the instrument. Dated: -Notary Seal Must Appear Within This Box- IN WITNESS WHEREOF, I have hereunto set my hand and official seal the day and year first above written. (Signature) NOTARY PUBLIC, in and for the State of Washington, residing at My appointment expires 4.F.a Packet Pg. 42 Attachment: HytekMitigation_Restrictive Covenant (2469 : Restrictive Covenant for South 224th Street Projects Wetland Mitigation - Authorize) Exhibit A PARCEL 3, CITY OF KENT SHORT PLAT NO. SPC-77-35, (BURLINGTON NORTHERN 212TH STREET INDUSTRIAL CENTER, DIVISION 1, SPC 77-37 PER THE KING COUNTY ASSESSOR) RECORDED UNDER RECORDING NO. 7810230760, RECORDS OF KING COUNTY, WASHINGTON. Mitigation Area Description Parcel 3830000055 will have 197,140 square feet dedicated to mitigation plantings. The mitigation plantings will be divided into three zones, based on the water and soil conditions of the site. The emergent wetland enhancement zone will be located in the wettest and lowest area of the parcel and occupy 68,000 square feet. The scrub shrub wetland enhancement zone will surround the emergent wetland enhancement zone, have drier soils, and occupy 77,640 square feet. The forested wetland enhancement zone will be divided into two subzones: lower elevation forest wetland at the northern end of the parcel (27,000 square feet) and higher elevation forested wetland along the western edge (24,500 square feet). The map on the following page shows the four planting zones. The locations of the four planting zones are approximate and will be determined prior to planting, which is anticipated to start fall 2021, and later recorded with an as-built. 4.F.a Packet Pg. 43 Attachment: HytekMitigation_Restrictive Covenant (2469 : Restrictive Covenant for South 224th Street Projects Wetland Mitigation - Authorize) Map of mitigation planting zones for parcel 3830000055 4.F.a Packet Pg. 44 Attachment: HytekMitigation_Restrictive Covenant (2469 : Restrictive Covenant for South 224th Street Legend and notes for map of mitigation planting zones for parcel 3830000055 4.F.a Packet Pg. 45 Attachment: HytekMitigation_Restrictive Covenant (2469 : Restrictive Covenant for South 224th Street Projects Wetland Mitigation - Authorize) PUBLIC WORKS DEPARTMENT Chad Bieren, PE - Interim Public Works Director 220 Fourth Avenue South Kent, WA 98032 253-856-5600 DATE: October 27, 2020 TO: Kent City Council - Committee of the Whole SUBJECT: INFO ONLY: Fourth and Willis Gateway Signs SUMMARY: Improvements at the 4th Avenue/Willis Street intersection include two separate, but related projects: 1) the 4th/Willis Roundabout led by Public Works, and 2) 4th/Willis Greenways Landscape led by Parks. The 4th/Willis Roundabout will be completed this year, while the 4th/Willis Greenways Landscape will be completed in 2021 using proposed city funds and additional funds through a state legislative request, if approved. The Parks and Public Works Departments have been collaborating on the design of both projects to ensure that once completed, they provide a consistent look. The Greenways Landscape will improve the green space immediately north and south of Willis Street between the Union Pacific Railroad crossing and 4th Avenue. The project is envisioned to include a trail connection to the Interurban Trail, walking paths, lighting, benches and tree and landscape plantings. Once the funding picture is clear, Parks will gather public input to inform the final design of the project. Electronic message signs were planned for the project; however, they were not originally budgeted as part of the 4th/Willis Roundabout. Early indications were that the signs would be eligible for CARES funding, so they were added to the project via change order. The value of the signs ($145,000) is within the Mayor’s approval authority. We have since received word from the Department of Commerce that the signs are not eligible for CARES funding; however, other General Fund expenses can be charged to CARES, making General Fund money available to pay for the signs. SUPPORTS STRATEGIC PLAN GOAL: Evolving Infrastructure - Connecting people and places through strategic investments in physical and technological infrastructure. 4.G Packet Pg. 46 INFORMATION TECHNOLOGY DEPARTMENT Mike Carrington 220 Fourth Avenue South Kent, WA 98032-5895 253-856-4600 DATE: October 27, 2020 TO: Kent City Council - Committee of the Whole SUBJECT: Beyond Trust Elevated Privilege Manager - Authorize MOTION: Authorize the IT Director to purchase software through the cooperative purchasing agreement the state Department of Enterprise Services has with Insight Public Sector, Inc., a value-added reseller, if those purchases are within the City’s established budgets and made during the term of the state contract, which is in effect through April 7, 2021, or any later contract extension the state may authorize, subject to final terms and conditions acceptable to the IT Director and City Attorney. SUMMARY: The City has entered into an agreement with the state Department of Enterprise Services (“DES”), which allows the City to purchase through contracts the state publicly bids and enters into with various vendors. The state has, in turn, entered into an agreement with a national purchasing cooperative, the NASPO Cooperative Purchasing Organization, LLC, which is a non-profit subsidiary of the National Association of State Procurement Officials (“NASPO”). NASPO provides states, local governments, public educational entities and other agencies with purchasing power that allows them to leverage their spending through a single solicitation that obtains best value pricing and superior contract terms than the agencies could do on their own. Purchases of software are exempt from competitive bid requirements under KCC 3.70.110.D., as are purchases made through a purchasing cooperative under KCC 3.70.110.F. One contract that NASPO has entered into, and which the state DES has elected to participate in, is a contract with Insight Public Sector, Inc. (“Insight”), a software value added reseller. This contract is currently in effect through April 7, 2021. Should the City purchase from Insight under the purchasing cooperative’s contract, the terms and conditions of that master contract will apply. A copy of the state’s participating addendum and the master contract are attached. Insight provides software, hardware and professional services. The City has a current need to purchase an Elevated Privilege Manager to further secure our end user computers. The cost for this current work is estimated to be $74,952.97. In addition to this current work, IT staff seeks approval to purchase additional products through Insight, so long as future purchases are within established budgets. 4.H Packet Pg. 47 BUDGET IMPACT: Accounted for in Information Technology Security Project Account. SUPPORTS STRATEGIC PLAN GOAL: Evolving Infrastructure - Connecting people and places through strategic investments in physical and technological infrastructure. Thriving City - Creating safe neighborhoods, healthy people, vibrant commercial districts, and inviting parks and recreation. Sustainable Services - Providing quality services through responsible financial management, economic growth, and partnerships. ATTACHMENTS: 1. Quotation #0222484282 - City Of Kent - Beyond Trust (PDF) 2. 1- WA State Participating Agreement - Insight (PDF) 3. 2 - Addendum 3 to Insight Master Agreement (PDF) 4. 3 - Addendum 2 to Insight Master Agreement (PDF) 5. 4 - Addendum 1 to Insight Master Agreement (PDF) 6. 5 - Insight Master Agreement (PDF) 7. 6 - Insight Cost Proposal (PDF) 4.H Packet Pg. 48 HTTP://WWW.INSIGHT.COM Page 1 of 2INSIGHT PUBLIC SECTOR SLED 6820 S HARL AVE TEMPE AZ 85283-4318 Tel: 800-467-4448 SOLD-TO PARTY 10094908 CITY OF KENT 400 W GOWE ST FL 1ST KENT WA 98032-6019 SHIP-TO PARTY CITY OF KENT 400 W GOWE ST FL 1ST KENT WA 98032-6019 We deliver according to the following terms: Payment Terms :Net 30 days Ship Via :Electronic Delivery Terms of Delivery :FOB ORIGIN Currency :USD Quotation Quotation Number :222484282 Document Date :03-JUL-2020 PO Number : PO Release : Sales Rep :Bob Duncan Email :BOB.DUNCAN@INSIGHT.COM Telephone :4803333000X5995 X 5995 Material Material Description Quantity Unit Price Extended Price PMDDLICGPEPMACCOKBEYOND TRUST PRIVILEGE MANAGEMENT FOR DESKTOPS - PM & APP CONTROL - GP EDITION 1,200 35.26 42,312.00 STATE OF WASHINGTON - NASPO SOFTWARE VAR CONTRACT(# ADSPO16-138244/06016) PMDDMNTGPEPMACCOBEYOND TRUST PRIVILEGE MANAGEMENT FOR 1,200 7.75 9,300.00 DESKTOPS - PM & APP CONTROL - GROUP POLICY EDITION - MAINTENANCE Coverage Dates: 12-OCT-2020 - 31-OCT-2021 STATE OF WASHINGTON - NASPO SOFTWARE VAR CONTRACT(# ADSPO16-138244/06016) PSPKGPMDPPSONT1COBEYOND TRUST PRIVILEGE MANAGEMENT FOR WITH BEYONDINSIGHT - ONSITE - T&E EXTRA - TIER 1 IMPLEMENTATION PACKAGE 1 12,119.85 12,119.85 STATE OF WASHINGTON - NASPO SOFTWARE VAR CONTRACT(# ADSPO16-138244/06016) BTUPMWSTUDENTCOKBEYOND TRUST (POWERBROKER) PRIVILEGE MANAGEMENT FOR WINDOWS ADMINISTRATION PUBLIC VIRTUAL INSTRUCTOR-LED WITH HANDS-ON LABS - 1 STUD ENT 3 1,469.07 4,407.21 STATE OF WASHINGTON - NASPO SOFTWARE VAR CONTRACT(# ADSPO16-138244/06016) Product Subtotal 68,139.06 TAX 6,813.91 Total 74,952.97 Thank you for considering Insight. Please contact us with any questions or for additional information about Insight's complete IT solution offering. Sincerely, 4.H.a Packet Pg. 49 Attachment: Quotation #0222484282 - City Of Kent - Beyond Trust (2470 : Beyond Trust Elevated Privilege Manager - Authorize) HTTP://WWW.INSIGHT.COM Page 2 of 2 Document Date 03-JUL-2020 Quotation Number 222484282 Bob Duncan 4803333000X5995 X 5995 BOB.DUNCAN@INSIGHT.COM Fax 4807607689 Insight Global Finance has a wide variety of flexible financing options and technology refresh solutions. Contact your Insight representative for an innovative approach to maximizing your technology and developing a strategy to manage your financial options. The U.S. government has imposed tariffs on technology-related goods. Many of Insight's OEM and distribution partners have notified Insight that these tariffs will result in frequent and significant price increases. Some of our major partners have already provided Insight with cost increases, in some instances multiple times per day, while other providers are still assessing their situations. Due to the situation it is possible this quote may be subject to cost changes for Insight which will necessitate changes to the quoted pricing, or withdrawal of the quote. This purchase is subject to Insight’s online Terms of Sale unless you have a separate purchase agreement signed by both your company and Insight, in which case, that separate agreement will govern. Insight’s online Terms of Sale can be found at: http://www.insight.com/en_US/help/terms-of-sale-products-ips.html 4.H.a Packet Pg. 50 Attachment: Quotation #0222484282 - City Of Kent - Beyond Trust (2470 : Beyond Trust Elevated Privilege Manager - Authorize) PARTICIPATING ADDENDUM –NO.06016: INSIGHT PUBLIC SECTOR INC.Page 1 (Rev. 2019-12-01) PARTICIPATING ADDENDUM NASPO VALUEPOINT SOFTWARE VALUE-ADDED RESELLER (SVAR)SERVICES Administered by the State of Arizona (hereinafter “Lead State”) MASTER AGREEMENT Master Agreement No: ADSP016-138244 Insight Public Sector, Inc. (hereinafter “Contractor”) and State of Washington (hereinafter “Participating State”) WASHINGTON MASTER CONTRACT NO.: 06016 This Participating Addendum for the above referenced Master Agreement (“Participating Addendum”) is made and entered into by and between the State of Washington acting by and through the Department of Enterprise Services, a Washington State governmental agency (“Enterprise Services”) and Insight Public Sector, Inc.,an Illinois corporation (“Contractor”) and is dated and effective as of April 1, 2020. R E C I T A L S A.Pursuant to Legislative authorization codified in RCW 39.26.060, Enterprise Services, on behalf of the State of Washington, is authorized to participate in cooperative purchasing agreements to develop master agreements to procure goods and/or services and to make such competitively solicited and awarded contracts available to Washington state agencies and designated eligible purchasers consistent with terms and conditions set forth by Enterprise Services. B.Enterprise Services timely provided public notice of the competitive solicitation process conducted by the above-referenced lead state through Washington’s Electronic Business Solutions (WEBS) system. C.The above-referenced Lead State, as part of its competitive solicitation process,evaluated all responses to its procurement and identified Contractor as an apparent successful bidder and awarded a Master Agreement to Contractor. D.Enterprise Services has determined that participating in this Master Agreement is in the best interest of the State of Washington. E.The purpose of this Participating Addendum is to enable eligible purchasers, as defined herein,to utilize the Master Agreement as conditioned by this Participating Addendum. 4.H.b Packet Pg. 51 Attachment: 1- WA State Participating Agreement - Insight (2470 : Beyond Trust Elevated Privilege Manager - Authorize) PARTICIPATING ADDENDUM –NO.06016: INSIGHT PUBLIC SECTOR INC.Page 2 (Rev. 2019-12-01) A G R E E M E N T NOW THEREFORE, in consideration of the mutual promises, covenants, and conditions set forth herein, the parties hereto hereby agree as follows: 1.SCOPE:This Participating Addendum covers the competitive procurement for Software Value-Added Reseller (SVAR)led by the State of Arizona fo r use by state agencies and other entities located in the Participating State authorized by that state’s statutes to utilize state contracts with the prior approval of the State’s chief procurement official. 2.PARTICIPATION: Use of specific NASPO ValuePoint cooperative contracts by agencies, political subdivisions and other entities (including cooperatives) authorized by an individual state’s statutes to use state contracts are subject to the prior approval of the respective State chief procurement official. Issues of interpretation and eligibility for participation are solely within the authority of the State chief procurement official.Pursuant to this Participating Addendum, the Master Agreement may be utilized by the following (“Purchasing Entities”or “Purchasers”): (a)WASHINGTON STATE AGENCIES. All Washington state agencies, departments, offices, divisions, boards, and commissions. (b)WASHINGTON STATE INSTITUTIONS OF HIGHER EDUCATION (COLLEGES). Any the following specific institutions of higher education in Washington: State universities –i.e., University of Washington & Washington State University; Regional universities –i.e., Central Washington University, Eastern Washington University, & Western Washington University Evergreen State College; Community colleges; and Technical colleges. (c)MCUA PARTIES. The Master Agreement also may be utilized by any of the following types of entities that have executed a Master Contract Usage Agreement (MCUA) with Enterprise Services: Political subdivisions (e.g., counties, cities, school districts, public utility districts, ports)in the State of Washington; Federal governmental agencies or entities; Public-benefit nonprofit corporations (i.e., §501(c)(3) nonprofit corporations that receive federal, state, or local funding); and Federally-recognized Indian Tribes located in the State of Washington. By placing an order under this Participating Addendum, each Purchasing Entity agrees to be bound by the terms and conditions of this Participating Addendum, including the Master Agreement. Each Purchasing Entity shall be responsible for its compliance with such terms and conditions. 3.PARTICIPATING STATE MODIFICATIONS OR ADDITIONS TO MASTER AGREEMENT: 3.1.PRICING. Although Contractor may offer lower prices to Purchasing Entities, Contractor guarantees to provide the Products at no greater than the prices set forth in the Master Agreement, whereas ‘Reseller Cost’ is defined as the price that Contractor pays the 4.H.b Packet Pg. 52 Attachment: 1- WA State Participating Agreement - Insight (2470 : Beyond Trust Elevated Privilege Manager - Authorize) PARTICIPATING ADDENDUM –NO.06016: INSIGHT PUBLIC SECTOR INC.Page 3 (Rev. 2019-12-01) Publisher or Distributor to purchase software on behalf of the Participating State. If Purchasing Entities use a credit card as a method of payment for an order over ten thousand dollars ($10,000), prices may be subject to payment processing fees, as agreed to in the applicable Purchase Order. Unless otherwise specified herein, Contractor shall not include or impose any additional charges including, but not limited to, charges for shipping, handling, or payment processing. 3.2.WASHINGTON’S ELECTRONIC BUSINESS SOLUTIONS (WEBS)SYSTEM: Within seven (7) days of execution of this Participating Addendum, Contractor shall register in the Washington State Department of Enterprise Services’ Electronic Business Solutions (WEBS) System at WEBS. Contractor shall ensure that all of its information therein is current and accurate and that, throughout the term of the Master Agreement, Contractor shall maintain an accurate profile in WEBS. 3.3.WASHINGTON’S STATEWIDE PAYEE DESK: To be paid for contract sales, Contractors must register with Washington’s Statewide Payee Desk. Washington state agencies cannot make payments to a contractor until it is registered. Registration materials are available here: Receiving Payment from the State. 3.4.CONTRACT SALES REPORTING: Contractor shall report total contract sales quarterly to Enterprise Services, as set forth below. (a)REPORTING. Contractor shall report quarterly Contract sales in Enterprise Services’ Contract Sales Reporting System. Enterprise Services will provide Contractor with a login password and a vendor number. (b)DATA. Each sales report must identify every authorized Purchasing Entity by name as it is known to Enterprise Services and its total combined sales amount invoiced during the reporting period (i.e., sales of an entire agency or political subdivision, not its individual subsections). The “Miscellaneous” option may be used only with prior approval by Enterprise Services. Upon request, Contractor shall provide contact information for all authorized Purchasing Entities specified herein during the term of this Participating Addendum. Refer sales reporting questions to the Primary Contact set forth below. If there are no contract sales during the reporting period, Contractor must report zero sales. (c)DUE DATES FOR CONTRACT SALES REPORTING. Quarterly Contract Sales Reports must be submitted electronically by the following deadlines for all sales invoiced during the applicable calendar quarter: For Calendar Quarter Ending Contract Sales Report Due March 31 April 30 June 30 July 31 September 30 October 31 December 31 January 31 3.5.VENDOR MANAGEMENT FEE: Contractor shall pay to Enterprise Services a vendor management fee (“VMF”) of 1.5 percent on the purchase price for all contract sales (the purchase price is the total invoice price less applicable sales tax)authorized by this Participating Addendum. (a)The sum owed by Contractor to Enterprise Services as a result of the VMF is calculated 4.H.b Packet Pg. 53 Attachment: 1- WA State Participating Agreement - Insight (2470 : Beyond Trust Elevated Privilege Manager - Authorize) PARTICIPATING ADDENDUM –NO.06016: INSIGHT PUBLIC SECTOR INC.Page 4 (Rev. 2019-12-01) as follows: Amount owed to Enterprise Services = Total contract sales invoiced (not including sales tax) x .0150. (b)The VMF must be rolled into Contractor’s current pricing. The VMF must not be shown as a separate line item on any invoice unless specifically requested and approved by Enterprise Services. (c)Enterprise Services will invoice Contractor quarterly based on contract sales reported by Contractor. Contractor shall not remit payment until it receives an invoice from Enterprise Services. Contractor’s VMF payment to Enterprise Services must reference the following: This Washington Master Contract No.: 06016 The NASPO Master Agreement No.: ADSPO16-138244 The year and quarter for which the VMF is being remitted, and Contractor’s name as set forth in this Contract, if not already included on the face of the check. (d)Contractor’s failure accurately and timely to report total net sales, to submit usage reports, or remit payment of the VMF to Enterprise Services, may be cause for suspension or termination of this Participating Addendum or the exercise of any other remedies as provided by law. (e)Enterprise Services reserves the right, upon thirty (30) days advance written notice, to increase, reduce, or eliminate the VMF for subsequent purchases. (f)For purposes of the VMF, the parties agree that the initial management fee is included in the pricing. Therefore, any increase or reduction of the management fee must be reflected in contract pricing commensurate with the adjustment. 3.6.CONTRACTOR REPRESENTATIONS AND WARRANTIES: Contractor makes each of the following representations and warranties as of the effective date of this Participating Addendum and at the time any order is placed pursuant to the Master Contract. If, at the time of any such order, Contractor cannot make such representations and warranties, Contractor shall not process any orders and shall, within three (3) business days notify Enterprise Services, in writing, of such breach. (a)WAGE VIOLATIONS. Contractor represents and warrants that, during the term of this Master Contract and the three (3) year period immediately preceding the award of the Master Contract, it is not determined, by a final and binding citation and notice of assessment issued by the Washington Department of Labor and Industries or through a civil judgment entered by a court of limited or general jurisdiction, to be in willful violation of any provision of Washington state wage laws set forth in RCW chapters 49.46, 49.48, or 49.52. (b)PAY EQUALITY. Contractor represents and warrants that, among its workers,similarly employed individuals are compensated as equals. For purposes of this provision, employees are similarly employed if the individuals work for the same employer, the performance of the job requires comparable skill, effort, and responsibility, and the jobs are performed under similar working conditions. Job titles alone are not determinative of whether employees are similarly employed. Contractor may allow differentials in compensation for its workers based in good faith on any of the 4.H.b Packet Pg. 54 Attachment: 1- WA State Participating Agreement - Insight (2470 : Beyond Trust Elevated Privilege Manager - Authorize) PARTICIPATING ADDENDUM –NO.06016: INSIGHT PUBLIC SECTOR INC.Page 5 (Rev. 2019-12-01) following: a seniority system; a merit system; a system that measures earnings by quantity or quality of production; a bona fide job-related factor or factors; or a bona fide regional difference in compensation levels. A bona fide job-related factor or factors may include, but not be limited to, education, training, or experience that is: consistent with business necessity; not based on or derived from a gender-based differential; and accounts for the entire differential. A bona fide regional difference in compensation level must be consistent with business necessity; not based on or derived from a gender-based differential; and account for the entire differential. Notwithstanding any provision to the contrary, upon breach of warranty and Contractor’s failure to provide satisfactory evidence of compliance within thirty (30) days, Enterprise Services may suspend or terminate this Participating Addendum and Master Contract and any Purchaser hereunder similarly may suspend or terminate its use of the Master Contract and/or any agreement entered into pursuant to this Participating Addendum. (c)EXECUTIVE ORDER 18-03 –WORKERS’RIGHTS (MANDATORY INDIVIDUAL ARBITRATION). Contractor represents and warrants, that Contractor does NOT require its employees, as a condition of employment, to sign or agree to mandatory individual arbitration clauses or class or collective action waivers. Contractor further represents and warrants that, during the term of this Master Contract, Contractor shall not, as a condition of employment, require its employees to sign or agree to mandatory individual arbitration clauses or class or collective action waivers. (d)COMPLIANCE WITH PARTICIPATING STATE’S (WASHINGTON’S)STATEWIDE IT POLICIES: Contractor represents and warrants, that Contractor shall materially comply with the Washington Office of the Chief Information Officer’s (OCIO) statewide information technology policies 141.10 –Securing Information Technology Assets Standards and 188 –Accessibility (the “Statewide IT Policies”), as applicable, for Purchasing Entity and for Contractor’s Product(s) implemented by Purchasing Entity. Such Statewide IT Policies are located on the OCIO website at: https://ocio.wa.gov//policies. Contractor further represents and warrants that, in regard to purchases by any Washington State Agency, prior to final execution of any such Purchase Order, Contractor shall submit Contractor’s Product(s), as to be implemented by such Washington State Agency, to a security design review performed by the Washington Consolidated Technology Services (a Washington state agency) to ensure such Product(s) comply with the Statewide IT Policies. 3.7.COMPLIANCE WITH LAW;TAXES,LICENSES,&REGISTRATION: Contractor shall comply with all applicable law. Prior to making any sales hereunder, if Contractor is not already registered, Contractor shall register to conduct business in the State of Washington and promptly acquire and maintain all necessary licenses and registrations and pay all applicable taxes and fees. In addition, for all sales to purchasers in the State of Washington, if Contractor does not currently do so, Contractor shall calculate, collect, and remit, as appropriate, the applicable state and local sales tax on all invoices. 3.8.RECORDS ADMINISTRATION AND AUDIT. Participating State’s right as specified in Section 25 of the Master Agreement shall survive for a period of six (6) years following termination of this Participating Addendum or final payment for any order placed by a Purchasing Entity against this Participating Addendum, whichever is later, to assure compliance with the terms hereof or to evaluate performance hereunder. 4.H.b Packet Pg. 55 Attachment: 1- WA State Participating Agreement - Insight (2470 : Beyond Trust Elevated Privilege Manager - Authorize) PARTICIPATING ADDENDUM –NO.06016: INSIGHT PUBLIC SECTOR INC.Page 6 (Rev. 2019-12-01) 3.9.WAIVER OF SUBROGATION. Contractor waives all rights of subrogation against the Participating State and any Purchasing Entity for the recovery of damages to the extent such damages are or would be covered by the insurance specified herein. 4.LEASE AGREEMENTS: Leasing, or renting equipment is not allowed throughout the term of the Master Agreement. 5.PRIMARY CONTACTS: The primary contact individuals for this Participating Addendum are as follows (or their named successors): Contractor Participating State Insight Public Sector Inc. 6820 South Harl Avenue Tempa, AZ 85283 State of Washington Department of Enterprise Services Contracts &Procurement Division P.O. Box 41411 Olympia, WA 98504-1411 Attn: Pam Potter Tel: (480) 366-7027 Email: SLEDcontracts@insight.com Attn: Mike Dombrowsky Tel: (360) 407-8717 Email: mike.dombrowsky@des.wa.gov 6.ORDERS: Unless the parties to the Order agree in writing that another contract or agreement applies to such order, any Order placed by a Participating Entity or Purchasing Entity for a Product and/or Service available from this Master Agreement shall be deemed to be a sale under (and governed by the prices and other terms and conditions of) the Master Agreement as conditioned by this Participating Addendum. 7.GENERAL: (a)PUBLIC INFORMATION. This Participating Addendum, all related documents, and all records created as a result of the Participating Addendum and Master Contract, are subject to public disclosure as required by Washington’s Public Records Act, RCW chapter 42.56. Consistent with the Public Records Act, to the extent that any such Contractor document or record –in whole or in part –includes information exempted or protected from disclosure by the Public Records Act, Contractor may mark such document or record –the exempted or protected portions only –with the specific basis for protection under the Public Records Act. In the event that Enterprise Services receives a public records disclosure request that pertains to such properly marked documents or records, Enterprise Services shall notify Contractor of such disclosure request and of the date that the records will be released to the requester unless Contractor, at Contractor’s sole expense, timely obtains a court order enjoining such disclosure. In the event Contractor fails to file a motion for a court order enjoining such disclosure,Enterprise Services shall release the requested documents on the date specified. Contractor’s failure properly to identify exempted or protected information or timely respond after notice of request for public disclosure has been given shall be deemed a waiver by Contractor of any claim that such materials are protected or exempt from disclosure. 4.H.b Packet Pg. 56 Attachment: 1- WA State Participating Agreement - Insight (2470 : Beyond Trust Elevated Privilege Manager - Authorize) PARTICIPATING ADDENDUM –NO.06016: INSIGHT PUBLIC SECTOR INC.Page 7 (Rev. 2019-12-01) (b)INTEGRATED AGREEMENT;MODIFICATION. This Participating Addendum and Master Agreement, together with its exhibits, set forth the entire agreement and understanding of the Parties with respect to the subject matter and supersedes all prior negotiations and representations. This Participating Addendum may not be modified except in writing signed by the Parties. (c)AUTHORITY. Each party to this Participating Addendum,and each individual signing on behalf of each party, hereby represents and warrants to the other that it has full power and authority to enter into this Participating Addendum and that its execution, delivery, and performance of this Participating Addendum has been fully authorized and approved, and that no further approvals or consents are required to bind such party. (d)ELECTRONIC SIGNATURES. A signed copy of this Participating Addendum or any other ancillary agreement transmitted by facsimile, email,or other means of electronic transmission shall be deemed to have the same legal effect as delivery of an original executed copy of this Participating Addendum or such other ancillary agreement for all purposes. (e)COUNTERPARTS. This Participating Addendum may be executed in one or more counterparts, each of which shall be deemed an original, and all of which counterparts together shall constitute the same instrument which may be sufficiently evidenced by one counterpart. Execution of this Participating Addendum at different times and places by the parties shall not affect the validity thereof so long as all the parties hereto execute a counterpart of this Participating Addendum. EXECUTED as of the date and year first above written. STATE OF WASHINGTON DEPARTMENT OF ENTERPRISE SERVICES INSIGHT PUBLIC SECTOR,INC., AN ILLINOIS CORPORATION By: By:_______________________________ Corinna Cooper Lisanne Steinheiser Its:Enterprise Procurement Manager Its:Assistant Secretary 4.H.b Packet Pg. 57 Attachment: 1- WA State Participating Agreement - Insight (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.b Packet Pg. 58 Attachment: 1- WA State Participating Agreement - Insight (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 2/20/2020 Stephen Nettles Senior Group Manager 4.H.c Packet Pg. 59 Attachment: 2 - Addendum 3 to Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.dPacket Pg. 60Attachment: 3 - Addendum 2 to Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.ePacket Pg. 61Attachment: 4 - Addendum 1 to Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 1 | Page   Software Value-Added Reseller (SVAR) Services MASTER PRICE AGREEMENT with Insight Public Sector, Inc. Contract No. ADSPO16-138244 State of Arizona Lead State Effective: May 27, 2016 to April 7, 2018 4.H.f Packet Pg. 62 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 2 | Page 4.H.f Packet Pg. 63 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Table of Contents State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services Table of Contents EXECUTED OFFER AND ACCEPTANCE FORM......................................................................................................... 2 TABLE OF CONTENTS ................................................................................................................................................. 3 SECTION 1: NASPO ValuePoint Solicitation ADSPO16-00005829 – GENERAL INCFORMATION ......................... 4 SECTION 2: SCOPE OF WORK ................................................................................................................................... 7 SECTION 3: NASPO ValuePoint Master Agreement Terms and Conditions ......................................................... 22 SECTION 4: Lead State (State of Arizona) Terms and Conditions ........................................................................ 37 State of Arizona Special Terms and Conditions ....................................................................................... 37 State of Arizona Uniform Terms and Conditions ...................................................................................... 50            4.H.f Packet Pg. 64 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 1: General Information State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 1.1 Purpose The State of Arizona, State Procurement Office, is requesting proposals for Software Value-Added Reseller (SVAR) services in furtherance of the NASPO ValuePoint Cooperation Purchasing Program (NASPO ValuePoint). The purpose of this Request for Proposal (RFP) is to establish Master Agreements with qualified Offerors so that NASPO ValuePoint Cooperative Members may acquire Commercial off the Shelf Software (COTS) and related services from Software Value-Added Resellers. The objective of this RFP is to obtain best value, and in some cases achieve more favorable pricing, than is obtainable by an individual state or local government entity because of the collective volume of potential purchases by numerous state and local government entities. The Master Agreement(s) resulting from this procurement may be used by state governments (including departments, agencies, institutions), institutions of higher education, political subdivisions (i.e., colleges, school districts, counties, cities, etc.), the District of Colombia, territories of the United States, and other eligible entities subject to approval of the individuals state procurement director and compliance with local statutory and regulatory provisions, as explained in section 3 of the NASPO ValuePoint Master Agreement Terms and Conditions. The initial term of the Master Agreement shall be two (2) years with renewal provisions as outlined in Section 3 of the NASPO ValuePoint Master Terms and Conditions (Section 4). 1.2 Lead State, Solicitation Number and Lead State Contract Administrator (LSCA) The State of Arizona, State Procurement Office (SPO) is the Lead State and issuing office for this document and all subsequent addenda relating to it. This solicitation (RFP) is a competitive process, in accordance with the Arizona Procurement Code available at https://spo.az.gov/ . The Arizona Procurement Code is a compilation in one place of Arizona Revised Statutes (ARS) 41-2501 et seq. and administrative rules and regulations A.A.C R2-7-1010 et.seq. The Solicitation #ADSPO16- 00005829 must be referred to on all proposals, correspondence, and documentation relating to this RFP. The Lead State Contract Administrator (LSCA) identified below is the single point of contact during this procurement process. Offerors and interested persons shall direct to the Lead State Contract Administrator all questions concerning the procurement process, technical requirements of this RFP, contractual requirements, requests for brand approval, change, clarification, protests, the award process, and any other questions that may arise related to this solicitation and the resulting Master Agreement. The Lead State Contract Administrator (LSCA) designated by the State of Arizona, State Procurement Office is: Charlotte Righetti, CPPB, CTNS State Procurement Manager State of Arizona, State Procurement Office 100 N. 15th Avenue, Suite 201 Phoenix, Arizona 85007 Phone: (602)542.9127 1.3 NASPO ValuePoint Background Information NASPO ValuePoint (formerly known as WSCA-NASPO) is a cooperative purchasing program of all 50 states, the District of Columbia and the territories of the United States. The Program is facilitated by the NASPO Cooperative Purchasing Organization LLC, a nonprofit subsidiary of the National Association of State Procurement Officials (NASPO), doing business as NASPO ValuePoint. NASPO is a non-profit association dedicated to strengthening the procurement community through education, research, and communication. It is made up of the directors of the central purchasing offices in each 4.H.f Packet Pg. 65 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 1: General Information State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 5 | Page of the 50 states, the District of Columbia and the territories of the United States. NASPO ValuePoint facilitates administration of the cooperative group contracting consortium of state chief procurement officials for the benefit of state departments, institutions, agencies, and political subdivisions and other eligible entities (i.e., colleges, school districts, counties, cities, some nonprofit organizations, etc.) for all states, the District of Columbia, and territories of the United States. For more information consult the following websites: www.naspovaluepoint.org and www.naspo.org . 1.4 Participating States In addition to the Lead State conducting this solicitation, the Participating States listed below have requested to be named in this RFP as potential Users of the resulting Master Agreement. Other entities may become Participating Entities after award of the Master Agreement. State specific terms and conditions will govern each state’s Participating Addendum that will govern each state’s Participating Addendum. A listing of the Participating States can be found in Exhibit I. 1.5 Definitions – all capitalized terms in this document have the meaning as defined in AAC R2-7-101. Any capitalized term not defined in AAC R2-7-101 has the meaning defined below. "Appliance" means a separate and discrete hardware device with integrated software (firmware), specifically designed to provide a specific computing resource. For the purposes of this solicitation only an “Appliance” which is the sole means of obtaining the Software product is allowable. “Attachment” means any item the Solicitation requires an Offeror to submit as part of the Offer. “Best and Final Offer (BAFO)” means a revision to an Offer submitted after negotiations are completed that contains the Offeror’s most favorable terms for price, service, and products to be delivered. “Commercial Off the Shelf” (“COTS”) for the purposes of this solicitation means non-developmental software which has been created for specific uses and is available to the general public in the commercial marketplace. COTS products are designed to be implemented easily into existing systems without the need for customization. “End-User License Agreement (EULA)” is a legal contract between the manufacturer (publisher) and the end User of an application that details how the software can and cannot be used. “eProcurement (Electronic Procurement)” means conducting all or some of the procurement function over the Internet. Point, click, buy and ship Internet technology is replacing paper-based procurement and supply management business processes. Elements of eProcurement also include Invitation for Bids, Request for Proposals, and Request for Quotations. “Excluded Software Publishers” means a Software Publisher who is unwilling to do business with a Reseller. “Exhibit” means any document or object labeled as an Exhibit in the Solicitation or placed in the Exhibits section of the Solicitation. 4.H.f Packet Pg. 66 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 1: General Information State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 6 | Page “Lead State Contract Administrator” (“LSCA”) means the Procurement Officer for the Master Agreement. “Master Agreement” (“MPA”) means the contractual agreement executed between the winning (awarded) contractor (s) and the Lead State conducting the procurement on behalf of NASPO ValuePoint. “Non-perpetual license” or Subscription License” is a temporary license that provides the right to use a particular licensed product until the end of the license-agreement term. “Participating State Contract Administrator” (“PSCA”) means the Procurement Officer for the Participating State. “Perpetual license” means a license which is everlasting and valid if the software is being used in accordance with the license-agreement requirements. “Person” means any corporation, business, individual, union, committee, club, or other organization or group of individuals “Publisher” means a software manufacturer (e.g., Microsoft) “Reseller” means a Software Value-Added Reseller who is awarded under this solicitation, and who has a fully-executed (MPA and PA-s) contract. “Reseller Cost” means the price that the Reseller pays the Publisher or Distributor to purchase software on behalf of the Participating State. Reseller Cost should not include any administrative or other mark-up costs. “Software” means the computer program, including media and associated documentation. “Software Licensing” means allowing an individual or group to use a piece of software. “Software Maintenance and Support” means any software upgrades, annual updates, patches and fixes needed to improve functionality and keep the software in working order. “Solicitation Amendment” means a change to the Solicitation issued by the Procurement Officer. “Volume License Agreements (VLAs)” means an agreement with a Software Publisher wherein the Participating State’s total expected purchasing over a period of time is considered in establishing the discount level. 4.H.f Packet Pg. 67 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 2: Scope of Work State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 7 | Page 2.1 Software Value-Added Reseller (‘Reseller’ – “SVAR”) 2.1.1 Software Value-Added Reseller (‘Reseller’ – “SVAR”) shall be a large account reseller authorized to sell products direct from Key Software Publishers or authorized Distributors. 2.1.2 SVAR shall do the following: 2.1.2.1 Provide Commercial Off-the-Shelf-Software (COTS). 2.1.2.2 Honor existing Volume or Enterprise license agreements. 2.1.2.3 Offer maintenance and support packages on licenses already owned by the Participating State and other Purchasing Entities. 2.1.2.4 Advise the LSCA, each PSCA, and other Purchasing Entities of SVAR’s channel partner status with Key Software Publishers. 2.1.2.5 Retain or enhance reseller certifications with software publishers - At a minimum, maintain Reseller certification levels held at time of award. If Reseller’s certification or reseller status is withdrawn or reduced, Reseller is required to immediately notify, in writing, the Lead State Contract Administrator (LSCA), each PSCA and other Purchasing Entities explaining:  The change;  The impact on their costs to obtain the product;  Limitations on the products or services they may provide; and,  The reasons for the change. Failure to provide the required notification, regarding significant negative changes in their reseller status, may be grounds for suspension or cancellation of the MPA and PA’s. 2.1.2.6 Provide Pre-Sale Advisement - There shall be no charge for these services: 2.1.2.6.1 Advise the Purchasing Entity in making strategic software application decisions by providing evaluation copies, product comparisons, needs analysis, product information and application recommendations. 2.1.2.6.2 Act as liaison between the Purchasing Entity and individual publishers in identifying best approaches and cost savings opportunities for the Purchasing Entity. 2.1.1.6.3 Examples of such advice would be:  In selecting appropriate software;  In explaining Volume License Agreements with complicated rules;  In determining the most cost-effective buying strategies;  In ensuring that Participating States and other Purchasing Entities are in compliance with licensing requirements; and,  In finding software options to meet a specific need, for example, a flow-charting package. 2.1.2.7 Reseller shall negotiate to reduce Reseller Cost, to pass on savings to the Participating State and other Purchasing Entitites. 4.H.f Packet Pg. 68 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 2: Scope of Work State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 8 | Page 2.1.2.8 Provide assistance in explaining and developing Volume License and Enterprise Agreements. 2.1.2.9 Provide Software Installation Assistance. 2.1.2.9.1 Provide, at no additional cost, assistance or advice in basic installation or implementation of COTS product. 2.1.2.8.2 If the Purchasing Entity encounters difficulty in downloading or installing the software, the Reseller must provide assistance within eight (8) business hours of being informed of the problem. 2.1.2.10 Provide Software De-Installation Assistance. 2.1.2.11 Provide Tracking, Management, Usage Monitoring and Reporting of Licenses 2.1.2.11.1 Reseller shall have in place a product license inventory and asset management system, which will include an accurate inventory record of product licenses purchased under this Contract. 2.1.2.11.2 Reseller must also have the capability tracking maintenance renewal and other significant due dates. 2.1.2.11.3 At a minimum, this system shall be able to provide this information by Participating State and Purchasing Entity. 2.1.2.11.4 Reseller shall work with Participating State, other Purchasing Entities, publishers, previous and subsequent contract software resellers, and hardware computer contractors to ensure the most comprehensive record of licenses is created, maintained, and the information transferrable. 2.1.2.11.5 States may choose to award multiple PA’s under this Agreement. Details on how licenses are to be tracked and managed under multiple awards will be determined by that awarding State. 2.1.2.11.6 As may be required by a Participating State, or other Purchasing Entity, Reseller shall work with NASPO ValuePoint computing equipment contractors, or a Participating State’s comparable computer hardware contractor, to see that any software acquired under those contracts can be tracked through this contract. 2.1.2.12 Notify Participating State and Purchasing Entities of publisher publicly announced changes pertinent to User licensing. 2.1.3 SVAR shall Develop and Maintain Website 2.1.3.1 For Participating States, Reseller shall develop and support a website specific to that State, with content approved from the LSCA or PSCA as appropriate based on content. 2.1.3.1.1 This web site information shall be available through the Internet without the use of additional software or licenses. 4.H.f Packet Pg. 69 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 2: Scope of Work State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 9 | Page 2.1.3.1.2 Website should be User friendly to allow for quick and easy access and use. 2.1.3.1.3 Website shall be available 24 x 7, except for scheduled maintenance. 2.1.3.1.4 Website shall be ADA compliant. 2.1.3.1.5 No costs or expenses associated with providing this information shall be charged to the States. 2.1.3.1.6 Universal Resource Locator (URL) for the website must be supplied to the PSCA and the LSCA within sixty (60) days of the execution of the PA. 2.1.3.1.7 The website will include contract information, product information/catalog, the capability to generate online reports, and other pertinent information as may be reasonably requested by States, such as copies of VLAs. 2.1.3.1.8 Publisher Notifications and Other Industry Information. In the event that a publisher publicly announces changes that are pertinent to User licensing, the Reseller shall assist Users by posting the information on the state websites. 2.1.3.1.9 Reseller shall provide, at no additional cost, training on how to use their website and how to use this contract in obtaining quotes and placing orders. Online training should be available on the website, but supplementary electronic (e.g. Webinars, emails), telephone or on-site training should be provided, as needed, during standard working hours. 2.1.3.2 Contract and General Information. The website shall provide contract and ordering information to include, at a minimum: 2.1.3.2.1 The contract number(s) (MPA and PA); 2.1.3.3.2 The Reseller primary contact and contacts to whom incidents are to be escalated:  Name(s and titles  Areas of responsibility for each contact name;  Phone number(s); and,  Email address(es). 2.1.3.3.3 Information on use of website, 2.1.3.3.4 Quote and ordering information; and, 2.1.3.3.5 Notifications regarding publishers and products, such as pending key product changes or upgrades. 2.1.3.3 Online Catalog 2.1.3.3.1 Reseller shall provide COTS software, and software maintenance of new or existing licensed software, under this contract. Information on approved products, customized by Participating State, will be available through an online catalog and through Reseller’s representatives either through email or telephone inquiry during the standard working hours of the Participating State. The online catalog shall provide an expansive list 4.H.f Packet Pg. 70 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 2: Scope of Work State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 10 | Page of products allowed per the contracts, particularly those products of itemized publishers. 2.1.3.3.2 The website shall provide contract and ordering information to include, at a minimum: publishers, product names, standard product pricing, and product descriptions (photos optional or links to access product literature). Regardless of the number and types of links to the Reseller’s electronic catalog, the Reseller shall ensure that all eligible agencies purchasing under one PA are accessing the same current base version of the product catalog. Online information shall include purchases of Volume or Enterprise License Agreement software as well as individual COTS software licenses. 2.1.3.3.3 Online catalog shall be restricted to just software. Non-authorized products or groups of products shall not be on the website. Reseller shall not use this proposed website to cross sell or cross advertise other products and or services the Reseller may be able to offer. 2.1.3.4 Product Searching Capability. At a minimum, the online catalog should be searchable by Purchasing Entity and their VLAs, Software Publisher, Product name, OEM product number, and software description (e.g., GIS, Security). The online category can be modified as Users’ needs dictate, such as including products obtained through a distributor (non-itemized publisher products) that are frequently purchased. 2.1.3.5 Online Product Quotes. Product price displayed online is a ‘not-to-exceed’ product price quote based on contract rate and real time Reseller Cost. For high dollar purchases, or quantity purchases, Purchasing Entity should request a quote by contacting Reseller representative off-line. The online pricing should allow for overrides when a quote with a negotiated better price has been offered and is being placed online. Website should have capability to track all quotes by Purchasing Entity and be easily accessible for viewing by quote number. Website shall include a shopping cart feature that allows Purchasing Entities to provide shipping instructions. Purchasing Entities can place orders on the web either via credit card or purchase order. Specifics regarding an individual state’s requirements for placing an order may be included in that State’s Participating Addendum (PA). 2.1.3.6 User Differentiation. Catalog should be designed so as to provide a means to identify the Participating State (state agency or other eligible Purchasing Entity). This method used must not require any administrative tasks on the part of the LSCA for the MPA, the PSCA for the individual PSCA. Website should allow Users to develop personal lists and profiles, including an option to securely store and maintain procurement card information. Catalog should have the capability of being used as a ‘Punch Out’ to an individual state’s electronic purchasing system. 2.1.3.7 Online Reports. Website shall have capability to provide order history, as well as order status and order tracking. 2.1.3.8 Other. Other information may be added to the website as may be required by State (such as copies of volume license agreements) or enhancements that may be proposed by Reseller and approved by State. 4.H.f Packet Pg. 71 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 2: Scope of Work State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 11 | Page 2.2 COTS Products 2.2.1 Software which requires little or no services IN SCOPE Offerings OUT OF SCOPE Offerings LICENSING TYPE COTS Individual Licensing Volume Licensing Enterprise Licensing Custom/Customized LICENSING PERIOD Perpetual Subscription none Delivery Shrink-Wrap Download none HOSTING as part of delivery & use. On Premise Off Premise Managed Service Managed Services means the proactive management of an IT (Information Technology) asset or object, by a third party typically known as a MSP, on behalf of a customer mspalliance.com/definition-of- managed-services/ 2.2.1.1 Most Current Version - Purchase orders shall be deemed to reference a manufacturer’s most recent release model or version of the product at the time of the order, unless the Purchasing Entity specifically requests in writing an earlier model or version and the Reseller is willing to provide such model or version. 2.2.1.2 Licenses and Maintenance Agreements 2.2.1.2.1 Volume License Agreements (VLA) and Enterprise License Agreements (ELA) The Reseller will honor existing Participating State’s VLA’s or ELA’s with publishers and include those licenses as part of the Reseller’s license tracking service. Following an executed PA with a Participating State, and if so required by the Participating State, the Purchasing Entity and/or an individual publisher, the Reseller will identify itself to software publishers as Reseller for that Participating State or Purchasing Entity. If so required by the Publisher and Participating State, Reseller will execute a change of channel partner agreement with the Publisher. Resellers will sell additional seats consistent with Purchasing Entities’ Enterprise or Volume Agreements. Reseller will work with Participating State, Purchasing Entity(ies) and Publishers as needed to establish new VLAs or ELAs. The Reseller will work with the Publisher and Participating State as necessary to ensure the Participating State receives timely and pertinent license information, such as: license or agreement renewals, or opportunities based on actual volume. Reseller will work directly with Purchasing Entity(ies) in establishing, signing and maintaining enrollment agreements. If Reseller is sole SVAR contractor in a State, Reseller will aggregate all enrollments together for 4.H.f Packet Pg. 72 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 2: Scope of Work State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 12 | Page Master Agreement reporting purposes. If a PSCA elects to have multiple SVAR contractors, Reseller’s responsibilities will be delineated in that State’s PA. Resellers shall monitor and be able to report on the current levels of software ordered towards any of the Participating State’s VLA required sales levels to ensure the Participating State does not fall short and thereby incur Publisher penalties. The Reseller shall be responsible for providing license usage information to the Publishers, if such information is required by the Publishers, in a timely manner (e.g., for ‘true up’ assessments) 2.2.1.2.2 Individual Software Licenses. Purchasing Entities can purchase individual COTS licenses, such as perpetual and non-perpetual licenses, through the Reseller. 2.2.1.3 Software Maintenance and Support Agreements. Purchasing Entities can purchase maintenance agreements, including upgrade protection, through the Reseller. Resellers will sell software maintenance agreements, even if the software was not purchased under this agreement, such as on-going support for a User’s existing perpetual license. As requested, Reseller will explain what product support or services are included in a publisher’s maintenance agreement. 2.2.1.3.1 Software Maintenance and Support. Reseller to provide needed services to support maintenance products such maintenance agreements, software upgrades, annual updates, patches and fixes needed to improve functionality and keep the software in working order. Such services may include providing recommendations on most cost-effective or appropriate long-term maintenance plan. Reseller will provide such support, not only to maintenance packages purchases under this agreement, but in support of any existing and current agreements. 2.2.1.3.2 Software Updates. 2.2.1.3.2.1 Users are eligible to receive, from the Publisher, all new releases and updates of the software, at no additional charge, while under a maintenance agreement. A “Release” means any collection of enhancements or updates which the Publisher generally makes available to its installed base of customers of such programs. The Reseller shall assist the Purchasing Entity to obtain such releases or updates for their Users from the Publisher. 2.2.1.3.2.2 Should a User not want to receive the next upgrade, the User shall so notify the respective Publisher. 2.2.1.3.3 License Confirmations For licenses ordered under the contract by Purchasing Entity(ies), Reseller shall be able to provide: 4.H.f Packet Pg. 73 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 2: Scope of Work State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 13 | Page (i) Certified Licensing Confirmation Certificates for all software licenses; (ii) Reseller’s certified license confirmation certificates in the name of such Licensee; or, (iii) Written confirmation from the Reseller or Publisher accepting the Eligible Participating State’s contract or purchase order as proof of license. The form of “Proof of License” provided must be acceptable proof to the Publisher, and in the format requested by the Purchasing Entity. The Proof of License shall be provided as an electronic file and/or a hardcopy document, as required by the Purchasing Entity. Reseller will retain an electronic file of Participating State’s Proof of Licenses and provide copies to the Participating State as requested. 2.2.1.3.4 Transitioning License Tracking Information at Contract Termination The license information data acquired and retained by Reseller will be stored as sortable data fields so the license information can be transferred to the Participating State upon contract termination. Reseller will work with States and Participating Entities, or their designees, to ensure that the license information data has been successfully transferred in a usable format. 2.2.1.4 Leases Lease purchase and term leases are allowable only for Purchasing States whose rules and regulations permit leasing of software. Individual Purchasing Entities may enter into a lease agreement for the products covered in this Master Agreement, if they have the legal authority to enter into these types of agreements without going through a competitive process. No lease agreements will be reviewed or evaluated as part of this RFP evaluation process. 2.2.1.5 Software Publishers, Categories. The identified software product needs under this solicitation have been divided into three tiers: Key Itemized Publishers, Other Itemized Publishers, and Non-Itemized Publishers. See descriptions and chart which follow. As indicated, it is most desirable for Reseller to have a direct reseller agreement with the itemized software publishers. If a direct reseller agreement is not already in place between itemized software publishers and the Reseller, the Reseller is expected to enter into a direct reseller agreement and submit a rate for that itemized publisher that is better than the rate for a Non-Itemized Publisher. Over the life of this contract, product needs or volumes may change and new publishers may be added by amendment to the itemized publishers’ lists. 2.2.1.5.1 Itemized Highest Volume Publishers (Highest Volume, Itemized Lines). The products of the publishers in this category represent the highest tier of sales volume identified for this solicitation, of those publishers who sell through resellers. This category is the one most likely to include a Participating State’s enterprise or high volume agreements with a publisher. Resellers shall be certified direct resellers for publishers in this 4.H.f Packet Pg. 74 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 2: Scope of Work State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 14 | Page category. The preferred pricing that a Reseller receives based on their reseller certification status, in conjunction with the anticipated considerable volume of purchases through these Contracts, is the expected foundation for a very competitive base Reseller Cost, with further reductions of Reseller Cost as they are achieved through ongoing Reseller negotiations. A percentage rate above or below Reseller Cost is to be provided for each itemized publisher. Specific requirements may be required for some publishers in this category in an individual State’s PA. 2.2.1.5.2 Other Itemized Publishers (High Volume, Itemized Lines). The products of the publishers in this category represent a high level of sales volume as identified for this solicitation. This category may include a Participating State’s high volume agreements or VLAs with a publisher. It is desirable for Resellers to be certified direct resellers for publishers in this category. A percentage rate above or below Reseller Cost is to be provided for each itemized publisher 2.2.1.5.3 Non-Itemized Publishers (all other distributed software purchases). This category is defined to include all other distributed computer software not specifically itemized. Enterprise or Volume Licensing Agreements are not anticipated in this category. New or existing software products can be added to this category at any time during the term of the Contract without the written consent of the LSCA and may be itemized in the online catalog, if volume justifies the addition. There should be one percentage rate above or below Reseller cost covering all products in this category KEY ITEMIZED PUBLISHERS Certification as Direct Reseller. OTHER ITEMIZED PUBLISHERS Certification as direct reseller desirable. If not certified, the percentage rate should be no greater than Non-Itemized rate NON-ITEMIZED PUBLISHER One ‘not to exceed’ rate ADOBE AI SQUARED CITRIX AIRWATCH MOBILE DEVICE MANAGEMENT VMWARE MICROSOFT ALLIANCE ENTERPRISES NOVELL APPLE SYMANTEC ATTACHMATE – MICROFOCUS VMWARE AUTODESK AUTONOMY – HP BAKBONE – DELL BARRACUDA BOMGAR REMOTE SOFTWARE CA TECHNOLOGIES CISCO COMPUTRONIX USA 4.H.f Packet Pg. 75 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 2: Scope of Work State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 15 | Page COMPUWARE COREL DOUBLETAKE EMC ENCHOICE ESET ESRI FREEDOM SCIENTIFIC GUARDIAN EDGE – SYMANTEC GW MICRO IBM ICM CONVERSIONS INFOR INTERMEDIX EMSYSTEMS HP HUMANWARE INFORMATION BUILDERS KRONOS SOFTWARE LANDESK LASERFISCHE LIQUIDWARE STATUSPHERE MICROFOCUS INC MINJET MPS MQSOFTWARE – BMC SOFTWARE NCIRCLE NETOP NUANCE ORACLE OSAM PASSPORT PATCHLINK PROOFPOINT RSA SECURITY REFERENCIA SYSTEMS SAP AMERICA SAS SOLUTIONS SOFTWARE SOPHOS SPLUNK SOFTWARE STASEEKER NETWORK INFRASTRUCTURE MONITORING STELLENT – ORACLE 4.H.f Packet Pg. 76 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 2: Scope of Work State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 16 | Page SUNGUARD SYBASE TECHSMITH TREND MICRO TRUSTWARE ULTRABAC VORMETRIC WEBSENSE 2.2.1.6 Software Publishers, General Representation. 2.2.1.6.1 Excluded Software Publishers. The Reseller must agree that there are no software publishers with whom they will refuse to do business if the Software Publisher is willing to do business with them. Resellers shall advise the LSCA or designee of any Excluded Software Publishers and provide explanations for the non-representation. 2.2.1.6.2 Expanded Representation. The Reseller is expected to continue to work towards reseller certifications with publishers not currently represented, particularly with those publishers whose sales volume merit classification into the itemized publisher lines. Similarly, Reseller is expected to continue to work towards a higher certification level with current publishers 2.2.1.7 Price Quote, General. Pricing is submitted in the MPA as a percentage of Reseller Cost. Individual PA’s will use the MPA pricing as a base and may negotiate an adjusted rate. Any negotiated PA rates, exclusive of taxes or any individual state’s administrative fee, shall not exceed the MPA rates. As requested by Purchasing Entity, for example on a high volume single order, Reseller shall negotiate to reduce Reseller Cost, to pass on savings to the Participating State. Firm individual order quotes shall be provided to Purchasing Entity prior to order submittal. 2.2.1.7.1 Telephone or Email Quote Support. Reseller shall accept requests for quotes by telephone, fax, email, or online. Reseller shall accept collect telephone calls and/or provide and maintain a toll-free number for eligible agency use. Reseller shall provide an email address for receipt of requests for price quotes. Reseller shall provide written quotes by fax, email or online as requested by the Participating State. 2.2.1.7.2 Quoted Delivery Method. The quote must clearly indicate the method of delivery, whether via media, download, or 3.3 Services below. 2.2.1.7.3 Timely Quotes. Reseller agrees to work with publishers and distributors to obtain quotes and deliver software in a timely fashion. Expected response should be within twenty-four (24) hours but no more than three (3) business days. If, after three (3) business days, the Reseller has been unable to obtain the quote or assurances that 4.H.f Packet Pg. 77 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 2: Scope of Work State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 17 | Page they can obtain the software, the Reseller shall contact the Participating State or other Purchasing Entity with a status report. The Reseller and the Participating State/Purchasing Entity will mutually agree as to whether the Reseller shall continue to pursue a quote and within what timeframe, or whether the Reseller will provide the Participating State/Purchasing Entity with a written statement that the Reseller cannot supply the software. If the Reseller has been unable to obtain a quote within ten (10) days of the request for quote, the Reseller shall provide a written statement (email is sufficient) to Participating State/Purchasing Entity, and the LSCA as may be required under the PA, that the Reseller cannot supply the software, and the reason why. 2.2.1.7.4 Guaranteed 30 Day Quote. Reseller is required to honor all quotes for thirty (30) calendar days. If it is known that a price adjustment will occur during the thirty (30) calendar days following the quote, the Reseller may provide two quotes, based upon the date that the order is received. 2.2.1.7.5 Sales Promotion. The Reseller may conduct sales promotions involving specific products or groups of products for specified time periods. If electing to exercise this provision, the Reseller shall submit a formal request for approval to the LSCA. The request should include: the product or product groups, the promotional price as compared to the standard price and the Master Agreement price for the product or product groups, and the start and end dates of the sales promotion. LSCA’s approval shall be in the form of an amendment to the MPA. Upon approval, the Reseller shall provide conspicuous notice of the promotion to all Participating Entities. 2.2.1.7.6 A Participating State or other Participating Entity may allow the Contractor to charge a credit card fee in their Participating Addendum. 2.2.1.8 Product Delivery and Returns 2.2.1.8.1 Media. The Reseller shall work with Participating State or other Purchasing Entity to provide media via any method available and as requested by the Participating State including, but not limited to: original Publisher media, CD copies of master media duplicated by the Reseller, electronic downloads, etc. In cases where original publisher’s media is not available, the Reseller shall provide CD’s copied from master disks of the software purchased under any volume or enterprise license agreement. 2.2.1.8.2 Delivery Period. Reseller to provide delivery no longer than ten (10) business days after receipt of a valid order unless conditions arise that are outside the control of the Reseller. If delivery cannot be within this time frame, Reseller is to notify Purchasing Entity of delay and anticipated 4.H.f Packet Pg. 78 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 2: Scope of Work State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 18 | Page ship date. If this delayed delivery is unacceptable to Purchasing Entity, the order can be cancelled without penalty. 2.2.1.8.3 Product Returns. Unopened software can be returned with no restocking fee up to 30 days from date of receipt, if allowed by the software publisher. If the software publisher has a shorter timeframe for returns or requires a restocking fee, this must be stated on the quote. If that information is not provided to the Participating State by the Reseller, Reseller is responsible for the restocking fee. If delivered software is defective, or if the incorrect product was delivered, the Reseller must agree to accept returns. If delivered software is defective, the Reseller is responsible for return shipping and packaging costs and for restocking charges if applicable. The Reseller must agree that any defective or incorrectly delivered media will be replaced by overnight delivery at the Reseller’s expense if requested by the Participating State or Purchasing Entity. If overnight delivery is not requested, all replacement products must be received by the Participating State or Purchasing Entity within seven (7) days of initial notification. 2.2.1.8.4 Shipping Charges. Items covered under this contract are FOB Destination and shipping charges are not to be included on any invoice unless the Purchasing Entity has ordered expedited shipment. For expedited shipment, Purchasing Entity would submit their order including related shipping charges, which may not exceed the cost of delivery by the carrier. 2.3 Services IN SCOPE OUT OF SCOPE SOFTWARE & LICENSING TYPE COTS Volume Licensing Custom/Customized LICENSING PERIOD Perpetual Subscription Not Applicable Delivery Shrink-Wrap Download Not Applicable Hosting as part of delivery & use On-Premise Off-Premise Managed Services SERVICES Basic Installation, Training and Maintenance Means that activity which does not require Consulting, Configuration, Engineering, Design or any other type of service specific to a Purchasing Entity requiring description of tasks and deliverables and agreement by the parties (Statement of Work). Consulting, configuration, engineering, design, etc., any type of service specific to a Purchasing Entity requiring description of tasks and deliverables and agreement by the parties 2.3.1 In Scope Services: Basic Installation, Maintenance packages and Training (3.4) are considered to be within the Scope of this Solicitation. This Master Agreement is intended for the acquisition of distributed, commercial off the shelf software 4.H.f Packet Pg. 79 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 2: Scope of Work State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 19 | Page 2.3.2 (RESERVED) 2.3.3 A Participating State may include a statement in their Participating Addendum allowing state employees to purchase software licenses. 2.3.4 Individual Participating Addendums may further limit the Scope of this Solicitation. 2.3.5 This Master Agreement is not intended for the purchase of custom software applications. 2.4 Training. 2.4.1 Training shall be available in the form of tutorials for basic installation and web-based training for software operation, basic phone support. 2.4.2 Provision of information on how to access a Software Publisher’s “Help Desk” (either telecom or web-based) for basic use questions. 2.5 Customer Service and Representation. 2.5.1 Dedicated Representation and Timely Response. Reseller shall provide a dedicated representative for each Participating State. Such representative will become familiar with the State and its cooperative partners, provide a single point as needed for quote assistance, offer software recommendations, track and report on renewal deadlines, and serve as a contact point for the LSCA. Reseller must commit to returning phone calls or responding to emails within two (2) business days. 2.5.2 Problem Escalation. The Reseller must provide an incident escalation path for each State, showing on that State’s website, the name, contact information, and role of individuals to whom problems should be escalated if the problems are not resolved by primary assigned contacts. 2.5.3 Product purchasing trends. The Reseller will speak with LSCA and sourcing team quarterly to review usage and discuss possible revisions of the categorization of publishers based upon actual sales volume or other changes. 2.5.4 Contract Reviews. 2.5.4.1 Reseller is expected to conduct quarterly reviews of all sales volumes and report sales figures and savings from Publisher’s list price, by Publisher and by PA, as well as observed trends or purchasing patterns, and to present the information to the LSCA. 2.5.4.2 At the discretion of the individual participating states, an equivalent review, limited to that state, will be presented to the PSCA. 2.5.4.3 All awardees under this contract shall meet once a year with the LSCA and Sourcing Team to review usage and discuss possible revisions of the categorization of publishers based upon actual sales volume, and to discuss any service concerns, industry trends, and the effectiveness of the contract. 2.5.4.3.1 Reseller is expected to conduct a customer satisfaction survey and an audit prior to this discussion and be prepared to discuss the results, and 4.H.f Packet Pg. 80 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 2: Scope of Work State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 20 | Page provide reports, at this review. At a minimum, the audit will report address quoting and billing accuracy, and any Reseller Cost that exceeds a Publisher’s List price for that item. 2.5.4.3.2 Based on historical sales volume information, Reseller should be prepared to discuss potential cost savings opportunities which could be passed through to Participating States. 2.5.4.3.2 In a renewal year, the annual review will take place prior to contract extensions. 2.6. Interactions with Software Publishers 2.6.1 Best Interests of Participating State. Reseller would represent the best interests of the Participating State and other Participating Entities in negotiating or otherwise working with Publishers for such items as: maximizing cost savings with best use of volume or enterprise license agreements, better pricing on individual volume buys, taking advantage of publishers’ specials, promotions, coupons or other savings opportunities. 2.6.2 Liaison with Publisher. A State may establish, in their individual PA, a requirement for Reseller to arrange with the software publisher or software publisher’s designee for implementation, customization, training, support, maintenance and other software related services. The provision of said services must be under a separate agreement between the Participating State and the applicable parties. 2.7 Reporting 2.7.1 Standard Reports Individual participating states may require their own standard reports, such as report on savings. Reseller shall provide these reports at the intervals, and in the format, as reasonably requested by the States. Reseller shall advise of standard reports which they can provide, and work with participating states on additional standard reports. 2.7.2 Online Reports The SVAR shall be able to provide online, real time, reporting capabilities using website established for the state. These reports may include Back Order or Current Order Status reports. In addition, the system shall be able to provide the ability for the User agency to create custom reports. The requesting Participating State shall be able to select specific fields and create a necessary report for their specific needs. Data Fields shall include, but not be limited to, purchasing entity, Purchase Order Number, Order date, Invoice date, Publisher, Publisher Part Number, Software Reseller’s Part Number, Description, Quantity Shipped, Unit actual price, Extended Price, Sales Tax and order total. Reports shall be able to be shown online as well as emailed to the requesting Participating State, if requested. Examples of Reseller’s standard and online reports shall be submitted with the offer. 2.7.3 Custom Reports 4.H.f Packet Pg. 81 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 2: Scope of Work State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 21 | Page Participating State and SVAR may mutually agree to include terms and conditions and pricing for the development and provision of customized reports as an optional service in a Participating Addendum. 2.8 Other Value-Added Services SVAR may propose other Value-Added Services, e.g., key escrow, in their response. Such services from an awarded Offeror, if consistent with this Statement of Work, recommended by the Evaluation Team, and accepted by the PSCA, would be added to the final awarded contract. 4.H.f Packet Pg. 82 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 1. Master Agreement Order of Precedence a. Any Order placed under this Master Agreement shall consist of the following documents: (1) A Participating State’s Participating Addendum (“PA”); (2) NASPO ValuePoint Master Agreement Terms & Conditions; (3) A Purchase Order issued against the Master Agreement; (4) The Statement of Work; (5) The Solicitation; and (6) Contractor’s response to the Solicitation, as revised (if permitted) and accepted by the Lead State. b. These documents shall be read to be consistent and complementary. Any conflict among these documents shall be resolved by giving priority to these documents in the order listed above. Contractor terms and conditions that apply to this Master Agreement are only those that are expressly accepted by the Lead State and must be in writing and attached to this Master Agreement as an Exhibit or Attachment. 2. Definitions Acceptance is defined by the applicable commercial code, except Acceptance of a Product fo which acceptance testing is not required shall not occur before the completion of delivery in accordance with the Order, installation, if required, and a reasonable time for inspection of the Product. Contractor means the person or entity delivering Products or performing services under the terms and conditions set forth in this Master Agreement. Embedded Software means one or more software applications which permanently reside on a computing device. Intellectual Property means any and all patents, copyrights, service marks, trademarks, trade secrets, trade names, patentable inventions, or other similar proprietary rights, in tangible or intangible form, and all rights, title, and interest therein. Lead State means the State centrally administering any resulting Master Agreement(s). Master Agreement means the underlying agreement executed by and between the Lead State, acting on behalf of the NASPO ValuePoint program, and the Contractor, as now or hereafter amended. NASPO ValuePoint is the NASPO Cooperative Purchasing Organization LLC, doing business as NASPO ValuePoint, a 501(c)(3) limited liability company that is a subsidiary organization the National Association of State Procurement Officials (NASPO), the sole member of NASPO ValuePoint. NASPO ValuePoint facilitates administration of the NASPO cooperative group contracting consortium of state chief procurement officials for the benefit of state departments, institutions, agencies, and political subdivisions and other eligible entities (i.e., colleges, school districts, counties, cities, some nonprofit organizations, etc.) for all states and the District of Columbia. NASPO ValuePoint is identified in the Master Agreement as the recipient of reports and may perform contract administration functions relating to collecting and receiving reports as well as other contract administration functions as assigned by the Lead State. 4.H.f Packet Pg. 83 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 3: NASPO ValuePoint Master Agreement Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 23 | Page Order or Purchase Order means any purchase order, sales order, contract or other document used by a Purchasing Entity to order the Products. Participating Addendum means a bilateral agreement executed by a Contractor and a Participating State incorporating this Master Agreement and any other additional Participating State specific language or other requirements, e.g. ordering procedures specific to the Participating State, other terms and conditions. Participating State means a state, or other legal entity, properly authorized to enter into a Participating Addendum. Participating State means a state, the District of Columbia, or one of the territories of the United States that is listed in the Request for Proposal as intending to participate. A Participating State is not required to participate through execution of a Participating Addendum. Upon execution of the Participating Addendum, a Participating State becomes a Participating State. Product means any equipment, software (including embedded software), documentation, service or other deliverable supplied or created by the Contractor pursuant to this Master Agreement. The term Products, supplies and services, and products and services are used interchangeably in these terms and conditions. Purchasing Entity means a state, city, county, district, other political subdivision of a State, and a nonprofit organization under the laws of some states if authorized by a Participating Addendum, who issues a Purchase Order against the Master Agreement and becomes financially committed to the purchase. 3. Term of the Master Agreement The initial term of this Master Agreement is for two (2) years. This Master Agreement may be extended beyond the original contract period for successive periods with a maximum aggregate, including all extensions, not to exceed five (5) years at the Lead State’s discretion and by mutual agreement and upon review of requirements of Participating Entities, current market conditions, and Contractor performance. 4. Amendments The terms of this Master Agreement shall not be waived, altered, modified, supplemented or amended in any manner whatsoever without prior written approval of the Lead State. 5. Assignment/Subcontracts a. Contractor shall not assign, sell, transfer, subcontract or sublet rights, or delegate responsibilities under this Master Agreement, in whole or in part, without the prior written approval of the Lead State. b. The Lead State reserves the right to assign any rights or duties, including written assignment of contract administration duties to NASPO Cooperative Purchasing Organization LLC, doing business as NASPO ValuePoint. 6. Price and Rate Guarantee Period All prices and rates must be guaranteed for the initial term of the Master Agreement. Following the initial Master Agreement period, any request for price or rate adjustment must be for an equal guarantee period, and must be made at least ninety (90) days prior to the effective date. Requests for price or rate adjustment must include sufficient documentation supporting the request. Any adjustment or amendment to the Master Agreement shall not be effective unless approved by the Lead State. No retroactive adjustments to prices or 4.H.f Packet Pg. 84 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 3: NASPO ValuePoint Master Agreement Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 24 | Page rates will be allowed. 7. Cancellation Unless otherwise stated, this Master Agreement may be canceled by either party upon 60 days written notice prior to the effective date of the cancellation. Further, any Participating State may cancel its participation upon 30 days written notice, unless otherwise limited or stated in the Participating Addendum. Cancellation may be in whole or in part. Any cancellation under this provision shall not affect the rights and obligations attending orders outstanding at the time of cancellation, including any right of and Purchasing Entity to indemnification by the Contractor, rights of payment for Products delivered and accepted, and rights attending any warranty or default in performance in association with any Order. Cancellation of the Master Agreement due to Contractor default may be immediate. 8. Confidentiality, Non-Disclosure, and Injunctive Relief Provisions governing confidentiality of information during performance of orders for the State of Arizona are governed by The State of Arizona Special Terms and Conditions. Except where a Participating Addendum prescribes otherwise, this section governs confidentiality and disclosure of information of other Purchasing Entities. a. Confidentiality. Contractor acknowledges that it and its employees or agents may, in the course of providing a Product under this Master Agreement, be exposed to or acquire information that is confidential to Purchasing Entity’s or Purchasing Entity’s clients. Any and all information of any form that is marked as confidential or would by its nature be deemed confidential obtained by Contractor or its employees or agents in the performance of this Master Agreement, including, but not necessarily limited to (1) any Purchasing Entity’s records, (2) personnel records, and (3) information concerning individuals, is confidential information of Purchasing Entity (“Confidential Information”). Any reports or other documents or items (including software) that result from the use of the Confidential Information by Contractor shall be treated in the same manner as the Confidential Information. Confidential Information does not include information that (1) is or becomes (other than by disclosure by Contractor) publicly known; (2) is furnished by Purchasing Entity to others without restrictions similar to those imposed by this Master Agreement; (3) is rightfully in Contractor’s possession without the obligation of nondisclosure prior to the time of its disclosure under this Master Agreement; (4) is obtained from a source other than Purchasing Entity without the obligation of confidentiality, (5) is disclosed with the written consent of Purchasing Entity or; (6) is independently developed by employees, agents or subcontractors of Contractor who can be shown to have had no access to the Confidential Information. b. Non-Disclosure. Contractor shall hold Confidential Information in confidence, using at least the industry standard of confidentiality, and shall not copy, reproduce, sell, assign, license, market, transfer or otherwise dispose of, give, or disclose Confidential Information to third parties or use Confidential Information for any purposes whatsoever other than what is necessary to the performance of Orders placed under this Master Agreement. Contractor shall advise each of its employees and agents of their obligations to keep Confidential Information confidential. Contractor shall use commercially reasonable efforts to assist Purchasing Entity in identifying and preventing any unauthorized use or disclosure of any Confidential Information. Without limiting the generality of the foregoing, Contractor shall advise Purchasing Entity, applicable Participating State, and the Lead State immediately if Contractor learns or has reason to believe that any person who has had access to Confidential Information has violated or intends to violate the terms of this Master Agreement, and Contractor shall at its expense cooperate with Purchasing Entity in seeking injunctive or other equitable relief in the name of Purchasing Entity or Contractor against any such person. Except as directed by Purchasing Entity, Contractor will not at any time during or after the term of this Master Agreement disclose, directly or 4.H.f Packet Pg. 85 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 3: NASPO ValuePoint Master Agreement Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 25 | Page indirectly, any Confidential Information to any person, except in accordance with this Master Agreement, and that upon termination of this Master Agreement or at Purchasing Entity’s request, Contractor shall turn over to Purchasing Entity all documents, papers, and other matter in Contractor's possession that embody Confidential Information. Notwithstanding the foregoing, Contractor may keep one copy of such Confidential Information necessary for quality assurance, audits and evidence of the performance of this Master Agreement. c. Injunctive Relief. Contractor acknowledges that breach of this section, including disclosure of any Confidential Information, will cause irreparable injury to Purchasing Entity that is inadequately compensable in damages. Accordingly, Purchasing Entity may seek and obtain injunctive relief against the breach or threatened breach of the foregoing undertakings, in addition to any other legal remedies that may be available. Contractor acknowledges and agrees that the covenants contained herein are necessary for the protection of the legitimate business interests of Purchasing Entity and are reasonable in scope and content. d. Purchasing Entity Law. These provisions shall be applicable only to extent they are not in conflict with the applicable public disclosure laws of any Purchasing Entity. 9. Right to Publish Throughout the duration of this Master Agreement, Contractor must secure from the Lead State prior approval for the release of any information that pertains to the potential work or activities covered by the Master Agreement. The Contractor shall not make any representations of NASPO ValuePoint’s opinion or position as to the quality or effectiveness of the services that are the subject of this Master Agreement without prior written consent. Failure to adhere to this requirement may result in termination of the Master Agreement for cause. 10. Defaults and Remedies a. The occurrence of any of the following events shall be an event of default under this Master Agreement: (1) Nonperformance of contractual requirements; or (2) A material breach of any term or condition of this Master Agreement; or (3) Any certification, representation or warranty by Contractor in response to the solicitation or in this Master Agreement that proves to be untrue or materially misleading; or (4) Institution of proceedings under any bankruptcy, insolvency, reorganization or similar law, by or against Contractor, or the appointment of a receiver or similar officer for Contractor or any of its property, which is not vacated or fully stayed within thirty (30) calendar days after the institution or occurrence thereof; or (5) Any default specified in another section of this Master Agreement. b. Upon the occurrence of an event of default, Lead State shall issue a written notice of default, identifying the nature of the default, and providing a period of 15 calendar days in which Contractor shall have an opportunity to cure the default. The Lead State shall not be required to provide advance written notice or a cure period and may immediately terminate this Master Agreement in whole or in part if the Lead State, in its sole discretion, determines that it is reasonably necessary to preserve public safety or prevent immediate public crisis. Time allowed for cure shall not diminish or eliminate Contractor’s liability for damages, including liquidated damages to the extent provided for under this Master Agreement. c. If Contractor is afforded an opportunity to cure and fails to cure the default within the period specified in the written notice of default, Contractor shall be in breach of its obligations under this Master Agreement and Lead State shall have the right to exercise any or all of the following remedies: 4.H.f Packet Pg. 86 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 3: NASPO ValuePoint Master Agreement Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 26 | Page (1) Exercise any remedy provided by law; and (2) Terminate this Master Agreement and any related Contracts or portions thereof; and (3) Impose liquidated damages as provided in this Master Agreement; and (4) Suspend Contractor from being able to respond to future bid solicitations; and (5) Suspend Contractor’s performance; and (6) Withhold payment until the default is remedied. d. Unless otherwise specified in the Participating Addendum, in the event of a default under a Participating Addendum, a Participating State shall provide a written notice of default as described in this section and have all of the rights and remedies under this paragraph regarding its participation in the Master Agreement, in addition to those set forth in its Participating Addendum. Unless otherwise specified in a Purchase Order, a Purchasing Entity shall provide written notice of default as described in this section and have all of the rights and remedies under this paragraph and any applicable Participating Addendum with respect to an Order placed by the Purchasing Entity. Nothing in these Master Agreement Terms and Conditions shall be construed to limit the rights and remedies available to a Purchasing Entity under the applicable commercial code. 11. Shipping and Delivery. Section 3.2.1.8 of the solicitation prescribes requirements for product delivery and return. 12. Changes in Contractor Representation The Contractor must notify the Lead State of changes in the Contractor’s key administrative personnel, in writing within 10 calendar days of the change. The Lead State reserves the right to approve changes in key personnel, as identified in the Contractor’s proposal. The Contractor agrees to propose replacement key personnel having substantially equal or better education, training, and experience as was possessed by the key person proposed and evaluated in the Contractor’s proposal. 13. Force Majeure Neither party to this Master Agreement shall be held responsible for delay or default caused by “force majeure,” as that term is defined in and under conditions specified in section 6.4 of the State of Arizona Uniform Terms and Conditions. 14. Indemnification a. Section 5.1X1.1 of the State of Arizona Special Terms and Conditions governs indemnification of the State of Arizona. With respect to other entities, the Contractor shall defend, indemnify and hold harmless NASPO, NASPO Cooperative Purchasing Organization LLC (doing business as NASPO ValuePoint), the Lead State, Participating Entities, and Purchasing Entities, along with their officers, agents, and employees as well as any person or entity for which they may be liable, from and against claims, damages or causes of action including reasonable attorneys’ fees and related costs for any death, injury, or damage to property arising from act(s), error(s), or omission(s) of the Contractor, its employees or subcontractors or volunteers, at any tier, relating to the performance under the Master Agreement. b. Indemnification – Intellectual Property. Section 6.3 of the State of Arizona Uniform Terms and Conditions governs indemnification of the State for intellectual property infringement claims. With respect to other entities the Contractor shall defend, indemnify and hold harmless NASPO, NASPO Cooperative Purchasing 4.H.f Packet Pg. 87 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 3: NASPO ValuePoint Master Agreement Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 27 | Page Organization LLC (doing business as NASPO ValuePoint), Participating Entities, Purchasing Entities, along with their officers, agents, and employees as well as any person or entity for which they may be liable ("Indemnified Party"), from and against claims, damages or causes of action including reasonable attorneys’ fees and related costs arising out of the claim that the Product or its use, infringes Intellectual Property rights ("Intellectual Property Claim"). (1) The Contractor’s obligations under this section shall not extend to any combination of the Product with any other product, system or method, unless the Product, system or method is: (a) provided by the Contractor or the Contractor’s subsidiaries or affiliates; (b) specified by the Contractor to work with the Product; or (c) reasonably required, in order to use the Product in its intended manner, and the infringement could not have been avoided by substituting another reasonably available product, system or method capable of performing the same function; or (d) It would be reasonably expected to use the Product in combination with such product, system or method. (2) The Indemnified Party shall notify the Contractor within a reasonable time after receiving notice of an Intellectual Property Claim. Even if the Indemnified Party fails to provide reasonable notice, the Contractor shall not be relieved from its obligations unless the Contractor can demonstrate that it was prejudiced in defending the Intellectual Property Claim resulting in increased expenses or loss to the Contractor. If the Contractor promptly and reasonably investigates and defends any Intellectual Property Claim, it shall have control over the defense and settlement of it. However, the Indemnified Party must consent in writing for any money damages or obligations for which it may be responsible. The Indemnified Party shall furnish, at the Contractor’s reasonable request and expense, information and assistance necessary for such defense. If the Contractor fails to vigorously pursue the defense or settlement of the Intellectual Property Claim, the Indemnified Party may assume the defense or settlement of it and the Contractor shall be liable for all costs and expenses, including reasonable attorneys’ fees and related costs, incurred by the Indemnified Party in the pursuit of the Intellectual Property Claim. Unless otherwise agreed in writing, this section is not subject to any limitations of liability in this Master Agreement or in any other document executed in conjunction with this Master Agreement. 15. Independent Contractor The Contractor shall be an independent contractor. Contractor shall have no authorization, express or implied, to bind the Lead State, Participating States, other Participating Entities, or Purchasing Entities to any agreements, settlements, liability or understanding whatsoever, and agrees not to hold itself out as agent except as expressly set forth herein or as expressly agreed in any Participating Addendum. 16. Individual Customers Except to the extent modified by a Participating Addendum, each Purchasing Entity shall follow the terms and conditions of the Master Agreement and applicable Participating Addendum and will have the same rights and responsibilities for their purchases as the Lead State has in the Master Agreement, including but not limited to, any indemnity or right to recover any costs as such right is defined in the Master Agreement and applicable Participating Addendum for their purchases. Each Purchasing Entity will be responsible for its own charges, fees, and liabilities. The Contractor will apply the charges and invoice each Purchasing Entity individually. 4.H.f Packet Pg. 88 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 3: NASPO ValuePoint Master Agreement Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 28 | Page 17. Insurance a. The insurance requirements of the State of Arizona are specified in section 5.1 X 1.2 of the State of Arizona Special Terms and Conditions. For performance in other states, unless otherwise agreed in a Participating Addendum, Contractor shall, during the term of this Master Agreement, maintain in full force and effect, the insurance described in this section. Contractor shall acquire such insurance from an insurance carrier or carriers licensed to conduct business in each Participating State’s state and having a rating of A-, Class VII or better, in the most recently published edition of Best’s Reports. Failure to buy and maintain the required insurance may result in this Master Agreement’s termination or, at a Participating State’s option, result in termination of its Participating Addendum. b. Coverage shall be written on an occurrence basis. The minimum acceptable limits shall be as indicated below, with no deductible for each of the following categories: 1) Commercial General Liability (CGL) – Occurrence Form Policy shall include bodily injury, property damage, and broad form contractual liability coverage. General Aggregate $2,000,000 Products – Completed Operations Aggregate $1,000,000 Personal and Advertising Injury $1,000,000 Damage to Rented Premises $50,0000 Each Occurrence $1,000,000 2) Business Automobile Liability Bodily injury and Property Damage for any owned, hired, and/or non-owned automobiles used in the performance of this Contract. Combined Single Limit (CSL) $1,000,000 3) Technology Errors & Omissions Insurance Each Claim $2,000,000 Annual Aggregate $2,000,000 Such insurance shall cover any, and all errors, omissions, or negligent acts in the delivery of products, services, and/or licensed programs under this contract. Coverage shall include or shall not exclude services, and/or licensed programs under this contract. Coverage shall include or shall not exclude settlement and/or defense of claims involving intellectual property, including but not limited to patent or copyright infringement. In the event that Tech E&O insurance required by this Contact is written on a claims-made basis, Contractor warrants that any retroactive date under the policy shall precede the effective date of this Contract and, either continuous coverage will be maintained or an extended discovery period will be exercised for a period of two (2) years, beginning at the time work under this contract is completed. c. Contractor shall pay premiums on all insurance policies. Such policies shall also reference this Master Agreement and shall have a condition that they not be revoked by the insurer until thirty (30) calendar days 4.H.f Packet Pg. 89 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 3: NASPO ValuePoint Master Agreement Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 29 | Page after notice of intended revocation thereof shall have been given to Purchasing Entity and Participating State by the Contractor. d. Prior to commencement of performance, Contractor shall provide to the Lead State a written endorsement to the Contractor’s general liability insurance policy or other documentary evidence acceptable to the Lead State that (1) names the Participating States identified in the Request for Proposal as additional insureds, (2) provides that no material alteration, cancellation, non-renewal, or expiration of the coverage contained in such policy shall have effect unless the named Participating State has been given at least thirty (30) days prior written notice, and (3) provides that the Contractor’s liability insurance policy shall be primary, with any liability insurance of any Participating State as secondary and noncontributory. Unless otherwise agreed in any Participating Addendum, the Participating State’s rights and Contractor’s obligations are the same as those specified in the first sentence of this subsection. Before performance of any Purchase Order issued after execution of a Participating Addendum authorizing it, the Contractor shall provide to a Purchasing Entity or Participating State who requests it the same information described in this subsection. e. Contractor shall furnish to the Lead State, Participating State, and, on request, the Purchasing Entity copies of certificates of all required insurance within thirty (30) calendar days of the execution of this Master Agreement, the execution of a Participating Addendum, or the Purchase Order’s effective date and prior to performing any work. The insurance certificate shall provide the following information: the name and address of the insured; name, address, telephone number and signature of the authorized agent; name of the insurance company (authorized to operate in all states); a description of coverage in detailed standard terminology (including policy period, policy number, limits of liability, exclusions and endorsements); and an acknowledgment of the requirement for notice of cancellation. Copies of renewal certificates of all required insurance shall be furnished within thirty (30) days after any renewal date. These certificates of insurance must expressly indicate compliance with each and every insurance requirement specified in this section. Failure to provide evidence of coverage may, at sole option of the Lead State, or any Participating State, result in this Master Agreement’s termination or the termination of any Participating Addendum. f. Coverage and limits shall not limit Contractor’s liability and obligations under this Master Agreement, any Participating Addendum, or any Purchase Order. 18. Laws and Regulations Any and all Products offered and furnished shall comply with solicitation section 5.10, Compliance with Applicable Laws. 19. License of Pre-Existing Intellectual Property Any rights to intellectual property shall be as prescribed in the Lead State’s solicitation and resulting contract, and Purchasing Entities shall have the same rights as the Lead State under those provisions. 20. No Waiver of Sovereign Immunity In no event shall this Master Agreement, any Participating Addendum or any contract or any Purchase Order issued thereunder, or any act of a Lead State, a Participating State, or a Purchasing Entity be a waiver of any form of defense or immunity, whether sovereign immunity, governmental immunity, immunity based on the Eleventh Amendment to the Constitution of the United States or otherwise, from any claim or from the jurisdiction of any court. This section applies to a claim brought against the Participating State only to the extent Congress 4.H.f Packet Pg. 90 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 3: NASPO ValuePoint Master Agreement Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 30 | Page has appropriately abrogated the Participating State’s sovereign immunity and is not consent by the Participating State to be sued in federal court. This section is also not a waiver by the Participating State of any form of immunity, including but not limited to sovereign immunity and immunity based on the Eleventh Amendment to the Constitution of the United States. 21. Ordering a. Master Agreement order and purchase order numbers shall be clearly shown on all acknowledgments, shipping labels, packing slips, invoices, and on all correspondence. b. The resulting Master Agreements permit Purchasing Entities to define project-specific requirements and informally compete the requirement among companies having a Master Agreement on an “as needed” basis. This procedure may also be used when requirements are aggregated or other firm commitments may be made to achieve reductions in pricing. This procedure may be modified in Participating Addenda and adapted to Purchasing Entity rules and policies. The Purchasing Entity may in its sole discretion determine which Master Agreement Contractors should be solicited for a quote. The Purchasing Agency may select the quote that it considers most advantageous, cost and other factors considered. c. Each Purchasing Entity will identify and utilize its own appropriate purchasing procedure and documentation. Contractor is expected to become familiar with the Purchasing Entities’ rules, policies, and procedures regarding the ordering of supplies and/or services contemplated by this Master Agreement. d. Contractor shall not begin work without a valid Purchase Order or other appropriate commitment document compliance with the law of the Purchasing Entity. e. Orders may be placed consistent with the terms of this Master Agreement during the term of the Master Agreement. f. All Orders pursuant to this Master Agreement, at a minimum, shall include: (1) The services or supplies being delivered; (2) The place and requested time of delivery; (3) A billing address; (4) The name, phone number, and address of the Purchasing Entity representative; (5) The price per hour or other pricing elements consistent with this Master Agreement and the contractor’s proposal; (6) A ceiling amount of the order for services being ordered; and (7) The Master Agreement identifier. g. All communications concerning administration of Orders placed shall be furnished solely to the authorized purchasing agent within the Purchasing Entity’s purchasing office, or to such other individual identified in writing in the Order. h. Orders must be placed pursuant to this Master Agreement prior to the termination date thereof, but may have a delivery date or performance period up to 120 days past the then-current termination date of this Master Agreement. Contractor is reminded that financial obligations of Purchasing Entities payable after the current applicable fiscal year are contingent upon agency funds for that purpose being appropriated, budgeted, and otherwise made available. i. Notwithstanding the expiration or termination of this Master Agreement, Contractor agrees to perform in accordance with the terms of any Orders then outstanding at the time of such expiration or termination. Contractor shall not honor any Orders placed after the expiration or termination of this Master Agreement, or 4.H.f Packet Pg. 91 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 3: NASPO ValuePoint Master Agreement Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 31 | Page otherwise inconsistent with its terms. Orders from any separate indefinite quantity, task orders, or other form of indefinite delivery order arrangement priced against this Master Agreement may not be placed after the expiration or termination of this Master Agreement, notwithstanding the term of any such indefinite delivery order agreement. 22. Participants a. Contractor may not deliver Products under this Master Agreement until a Participating Addendum acceptable to the Participating State and Contractor is executed. The NASPO ValuePoint Master Agreement Terms and Conditions are applicable to any Order by a Participating State (and other Purchasing Entities covered by their Participating Addendum), except to the extent altered, modified, supplemented or amended by a Participating Addendum. By way of illustration and not limitation, this authority may apply to unique delivery and invoicing requirements, confidentiality requirements, defaults on Orders, governing law and venue relating to Orders by a Participating State, indemnification, and insurance requirements. Statutory or constitutional requirements relating to availability of funds may require specific language in some Participating Addenda in order to comply with applicable law. The expectation is that these alterations, modifications, supplements, or amendments will be addressed in the Participating Addendum or, with the consent of the Purchasing Entity and Contractor, may be included in the ordering document (e.g. purchase order or contract) used by the Purchasing Entity to place the Order. b. Use of specific NASPO ValuePoint cooperative Master Agreements by state agencies, political subdivisions and other Participating Entities (including cooperatives) authorized by individual state’s statutes to use state contracts are subject to the approval of the respective State Chief Procurement Official. Issues of interpretation and eligibility for participation are solely within the authority of the respective State Chief Procurement Official. c. Obligations under this Master Agreement are limited to those Participating Entities who have signed a Participating Addendum and Purchasing Entities within the scope of those Participating Addenda. Financial obligations of Participating States are limited to the orders placed by the departments or other state agencies and institutions having available funds. Participating States incur no financial obligations on behalf of political subdivisions. Contractor shall email a fully executed PDF copy of each Participating Addendum to PA@wsca- naspo.org to support documentation of participation and posting in appropriate data bases. d. NASPO Cooperative Purchasing Organization LLC, doing business as NASPO ValuePoint, is not a party to the Master Agreement. It is a nonprofit cooperative purchasing organization assisting states in administering the NASPO cooperative purchasing program for state government departments, institutions, agencies and political subdivisions (e.g., colleges, school districts, counties, cities, etc.) for all 50 states, the District of Columbia and the territories of the United States. e. State Participating Addenda or other Participating Addenda shall not be construed to amend the terms of this Master Agreement between the Lead State and Contractor. f. Participating Entities who are not states may under some circumstances sign their own Participating Addendum, subject to the approval of participation by the Chief Procurement Official of the state where the Participating State is located. g. Resale. “Resale” means any transfer of software for compensation or assignment of services for compensation. Subject to any specific conditions included in the solicitation or Contractor’s proposal as accepted by the Lead State, or as explicitly permitted in a Participating Addendum, Purchasing Entities may not resell Products (the definition of which includes software and services that are deliverables). Absent any 4.H.f Packet Pg. 92 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 3: NASPO ValuePoint Master Agreement Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 32 | Page such condition or explicit permission, this limitation does not prohibit: payments by employees of a Purchasing Entity for Products; sales of Products to the general public as surplus property; and fees associated with inventory transactions with other governmental or nonprofit entities under cooperative agreements and consistent with a Purchasing Entity’s laws and regulations. Any sale or transfer permitted by this subsection must be consistent with license rights granted for use of intellectual property. 23. Payment Payment for completion of a contract order is normally made within 30 days following the date the entire order is delivered or the date a correct invoice is received, whichever is later. After 45 days the Contractor may assess overdue account charges up to a maximum rate of one percent per month on the outstanding balance. Payments will be remitted by mail. Payments may be made via a State or political subdivision “Purchasing Card” with no additional charge. Any prompt payment terms proposed by contractor shall be extended to all Purchasing Entities. 24. Public Information. This Master Agreement and all related documents are subject to disclosure pursuant to the Purchasing Entity’s public information laws. 25. Records Administration and Audit. a. The Contractor shall maintain books, records, documents, and other evidence pertaining to this Master Agreement and orders placed by Purchasing Entities under it to the extent and in such detail as shall adequately reflect performance and administration of payments and fees. Contractor shall permit the Lead State, a Participating State, a Purchasing Entity, the federal government (including its grant awarding entities and the U.S. Comptroller General), and any other duly authorized agent of a governmental agency, to audit, inspect, examine, copy and/or transcribe Contractor's books, documents, papers and records directly pertinent to this Master Agreement or orders placed by a Purchasing Entity under it for the purpose of making audits, examinations, excerpts, and transcriptions. This right shall survive for a period of five (5) years following termination of this Agreement or final payment for any order placed by a Purchasing Entity against this Agreement, whichever is later, to assure compliance with the terms hereof or to evaluate performance hereunder. b. Without limiting any other remedy available to any governmental entity, the Contractor shall reimburse the applicable Lead State, Participating State, or Purchasing Entity for any overpayments inconsistent with the terms of the Master Agreement or orders or underpayment of fees found as a result of the examination of the Contractor’s records. c. The rights and obligations herein right exist in addition to any quality assurance obligation in the Master Agreement requiring the Contractor to self-audit contract obligations and that permits the Lead State to review compliance with those obligations. 26. Administrative Fees a. The Contractor shall pay to NASPO ValuePoint, or its assignee, a NASPO ValuePoint Administrative Fee of one-quarter of one percent (0.25% or 0.0025) no later than 60 days following the end of each calendar quarter. The NASPO ValuePoint Administrative Fee shall be submitted quarterly and is based on all sales of products and services under the Master Agreement (less any charges for taxes or shipping). The NASPO ValuePoint 4.H.f Packet Pg. 93 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 3: NASPO ValuePoint Master Agreement Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 33 | Page Administrative Fee is not negotiable. This fee is to be included as part of the pricing submitted with proposal. b. Additionally, some states, such as the State of Arizona, may require an additional fee be paid directly to the state only on purchases made by Purchasing Entities within that state. For all such requests, the fee level, payment method and schedule for such reports and payments will be incorporated into the Participating Addendum that is made a part of the Master Agreement. The Contractor may adjust the Master Agreement pricing accordingly for purchases made by Purchasing Entities within the jurisdiction of the state. All such agreements shall not affect the NASPO ValuePoint Administrative Fee percentage or the prices paid by the Purchasing Entities outside the jurisdiction of the state requesting the additional fee. The NASPO ValuePoint Administrative Fee in subsection 26a shall be based on the gross amount of all sales (less any charges for taxes or shipping) at the adjusted prices (if any) in Participating Addenda. 27. NASPO ValuePoint Summary and Detailed Usage Reports In addition to other reports that may be required by this solicitation, the Contractor shall provide the following NASPO ValuePoint reports. a. Summary Sales Data. The Contractor shall submit quarterly sales reports directly to NASPO ValuePoint using the NASPO ValuePoint Quarterly Sales/Administrative Fee Reporting Tool found at http://www.naspo.org/WNCPO/Calculator.aspx. Any/all sales made under the contract shall be reported as cumulative totals by state. Even if Contractor experiences zero sales during a calendar quarter, a report is still required. Reports shall be due no later than 30 day following the end of the calendar quarter (as specified in the reporting tool). b. Detailed Sales Data. Contractor shall also report detailed sales data by: (1) state; (2) entity/customer type, e.g. local government, higher education, K12, non-profit; (3) Purchasing Entity name; (4) Purchasing Entity bill- to and ship-to locations; (4) Purchasing Entity and Contractor Purchase Order identifier/number(s); (5) Purchase Order Type (e.g. sales order, credit, return, upgrade, determined by industry practices); (6) Purchase Order date; (7) Ship Date; (8) and line item description, including product number if used. The report shall be submitted in any form required by the solicitation. Reports are due on a quarterly basis and must be received by the Lead State and NASPO ValuePoint Cooperative Development Team no later than thirty (30) days after the end of the reporting period. Reports shall be delivered to the Lead State and to the NASPO ValuePoint Cooperative Development Team electronically through a designated portal, email, CD-Rom, flash drive or other method as determined by the Lead State and NASPO ValuePoint. Detailed sales data reports shall include sales information for all sales under Participating Addenda executed under this Master Agreement. The format for the detailed sales data report is in shown in EXHIBIT III_Cooperative Contract Sales Reporting Data Requirements and Data Format. c. Reportable sales for the summary sales data report and detailed sales data report includes sales to employees for personal use where authorized by the solicitation and the Participating Addendum. Report data for employees should be limited to ONLY the state and entity they are participating under the authority of (state and agency, city, county, school district, etc.) and the amount of sales. No personal identification numbers, e.g. names, addresses, social security numbers or any other numerical identifier, may be submitted with any report. d. Contractor shall provide the NASPO ValuePoint Cooperative Development Coordinator with an executive summary each quarter that includes, at a minimum, a list of states with an active Participating Addendum, states that Contractor is in negotiations with and any PA roll out or implementation activities and issues. NASPO ValuePoint Cooperative Development Coordinator and Contractor will determine the format and content of the executive summary. The executive summary is due 30 days after the conclusion of each 4.H.f Packet Pg. 94 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 3: NASPO ValuePoint Master Agreement Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 34 | Page calendar quarter. e. Timely submission of these reports is a material requirement of the Master Agreement. The recipient of the reports shall have exclusive ownership of the media containing the reports. The Lead State and NASPO ValuePoint shall have a perpetual, irrevocable, non-exclusive, royalty free, transferable right to display, modify, copy, and otherwise use reports, data and information provided under this section. 28. Standard of Performance and Acceptance. Determination of the acceptability of services shall be made by the sole judgement of the Purchasing Entity. Acceptance shall be in writing, verbal acceptance will not be allowed. Services shall be completed in accordance with the Scope of Work, agreed to and accepted schedules, plans, and agreed to performance standards. Acceptance shall be one hundred percent (100%) functionality, which will be determined by the Purchasing Entity. Acceptance criteria shall include, but not be limited to conformity to the scope of work, quality of workmanship, and successfully performing all required Tasks. Nonconformance to a stated acceptance and performance criteria of both services and or products, as required, shall result in a delay for payment. The warranty period will begin upon Acceptance. 29. Warranty The Contractor warrants for a period of 90 days from the date of Acceptance in accordance with the provisions of section 7 of the State of Arizona Uniform Terms and Conditions and section 5.1 N. of the State of Arizona Special Terms and Conditions, with rights of the State available to other Purchasing Entities. Upon breach of the warranty, the Contractor will repair or replace (at no charge to the Purchasing Entity) the Product whose nonconformance is discovered and made known to the Contractor. If the repaired and/or replaced Product proves to be inadequate, or fails of its essential purpose, the Contractor will refund the full amount of any payments that have been made. The rights and remedies of the parties under this warranty are in addition to any other rights and remedies of the parties provided by law or equity, including, without limitation, actual damages, and, as applicable and awarded under the law, to a prevailing party, reasonable attorneys’ fees and costs. 30. (RESERVED) 31. Title of Product Upon Acceptance by the Purchasing Entity, Contractor shall convey to Purchasing Entity title to Product consisting of tangible media free and clear of all liens, encumbrances, or other security interests. 32. Waiver of Breach Failure of the Lead State, Participating State, or Purchasing Entity to declare a default or enforce any rights and remedies shall not operate as a waiver under this Master Agreement or Participating Addendum. Any waiver by the Lead State, Participating State, or Purchasing Entity must be in writing. Waiver by the Lead State or Participating State of any default, right or remedy under this Master Agreement or Participating Addendum, or by Purchasing Entity with respect to any Purchase Order, or breach of any terms or requirements of this Master Agreement, a Participating Addendum, or Purchase Order shall not be construed or operate as a waiver of any subsequent default or breach of such term or requirement, or of any other term or requirement under this Master Agreement, Participating Addendum, or Purchase Order. 4.H.f Packet Pg. 95 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 3: NASPO ValuePoint Master Agreement Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 35 | Page 33. Assignment of Antitrust Rights Contractor irrevocably assigns to a Participating State any claim for relief or cause of action which the Contractor now has or which may accrue to the Contractor in the future by reason of any violation of state or federal antitrust laws (15 U.S.C. § 1-15 or a Participating State’s state antitrust provisions), as now in effect and as may be amended from time to time, in connection with any goods or services provided to the Contractor for the purpose of carrying out the Contractor's obligations under this Master Agreement or Participating Addendum, including, at a Participating State's option, the right to control any such litigation on such claim for relief or cause of action. 34. Debarment The Contractor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction (contract) by any governmental department or agency. This certification represents a recurring certification made at the time any Order is placed under this Master Agreement. If the Contractor cannot certify this statement, attach a written explanation for review by the Lead State. 35. Governing Law and Venue a. The procurement, evaluation, and award of the Master Agreement shall be governed by and construed in accordance with the laws of the Lead State sponsoring and administering the procurement. The construction and effect of the Master Agreement after award shall be governed by the law of the state serving as Lead State (in most cases also the Lead State). The construction and effect of any Participating Addendum or Order against the Master Agreement shall be governed by and construed in accordance with the laws of the Participating State’s or Purchasing Entity’s State. b. Unless otherwise specified in the RFP, the venue for any protest, claim, dispute or action relating to the procurement, evaluation, and award is in the Lead State. Venue for any claim, dispute or action concerning the terms of the Master Agreement shall be in the state serving as Lead State. Venue for any claim, dispute, or action concerning any Order placed against the Master Agreement or the effect of a Participating Addendum shall be in the Purchasing Entity’s State. c. If a claim is brought in a federal forum, then it must be brought and adjudicated solely and exclusively within the United States District Court for (in decreasing order of priority): the Lead State for claims relating to the procurement, evaluation, award, or contract performance or administration if the Lead State is a party; the Participating State if a named party; the Participating State state if a named party; or the Purchasing Entity state if a named party. 36. NASPO ValuePoint eMarket Center In July 2011, NASPO ValuePoint entered into a multi-year agreement with SciQuest, Inc. whereby SciQuest will provide certain electronic catalog hosting and management services to enable eligible NASPO ValuePoint’s customers to access a central online website to view and/or shop the goods and services available from existing NASPO ValuePoint Cooperative Contracts. The central online website is referred to as the NASPO ValuePoint eMarket Center. The Contractor will have visibility in the eMarket Center through Ordering Instructions. These Ordering Instructions are available at no cost to the Contractor and provided customers information regarding the Contractors website and ordering information. 4.H.f Packet Pg. 96 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 3: NASPO ValuePoint Master Agreement Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 36 | Page At a minimum, the Contractor agrees to the following timeline: NASPO ValuePoint eMarket Center Site Admin shall provide a written request to the Contractor to begin Ordering Instruction process. The Contractor shall have thirty (30) days from receipt of written request to work with NASPO ValuePoint to provide any unique information and ordering instructions that the Contractor would like the customer to have. 37. Contract Provisions for Orders Utilizing Federal Funds. Pursuant to Appendix II to 2 Code of Federal Regulations (CFR) Part 200, Contract Provisions for Non-Federal Entity Contracts Under Federal Awards, Orders funded with federal funds may have additional contractual requirements or certifications that must be satisfied at the time the Order is placed or upon delivery. These federal requirements may be proposed by Participating Entities in Participating Addenda and Purchasing Entities for incorporation in Orders placed under this master agreement. 38. State Government Support No support, facility space, materials, special access, personnel or other obligations on behalf of the states or other Participating Entity, other than payment, are required under the Master Agreement. 4.H.f Packet Pg. 97 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 5.1 State of Arizona Special Terms and Conditions A. Purpose Pursuant to provisions of the Arizona Procurement Code, A.R.S. 41-2501 Et Seq., the State of Arizona intends to establish a Contract (Participating Addendum, PA) for the materials or services as listed herein in service to the State. B. Term of Contract The term of any resultant Contract shall commence on date of execution and shall be for an initial period of two (2) years, unless terminated, canceled or extended as otherwise provided herein. C. Contract Extensions The Contract term is for period stated in Item B. subject to additional successive periods with a maximum aggregate including all extensions not to exceed five (5) years. D. Contract Type – Fixed Price E. Eligible Agencies (STATEWIDE) This Contract shall be for the use of all State of Arizona departments, agencies, commissions and boards. In addition, eligible State Purchasing Cooperative members may participate at their discretion. In order to participate in this contract, a cooperative member shall have entered into a Cooperative Purchasing Agreement with the Department of Administration, State Procurement Office as required by Arizona Revised Statues § 41-2632. Membership in the State Purchasing Cooperative is available to all Arizona political subdivisions including cities, counties, school districts, and special districts. Membership is also available to all non- profit organizations, as well as State governments, the US Federal Government and Tribal Nations. Non-profit organizations are defined in A.R.S. § 41-2631(4) as any nonprofit corporation as designated by the internal revenue service under section 501(c)(3) through 501(c)(6). F. Licenses The Contractor shall maintain in current status, all federal, state and local licenses and permits required for the operation of the business conducted by the Contractor. G. Volume of Work The State does not guarantee a specific amount of work either for the life of the Contract or on an annual basis. 4.H.f Packet Pg. 98 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 38 | Page H. Key Personnel It is essential that the Contractor provide adequate experienced personnel, capable of and devoted to the successful accomplishment of work to be performed under this Contract. The Contractor must agree to assign specific individuals to the key positions if required. 1. The Contractor agrees that, once assigned to work under this Contract, key personnel shall not be removed or replaced without written notice to the State. 2. Key personnel who are not available for work under this Contract for a continuous period exceeding thirty (30) calendar days, or are expected to devote substantially less effort to the work than initially anticipated, the Contractor shall immediately notify the State, and shall, subject to the concurrence of the State, replace such personnel with personnel of substantially equal ability and qualifications. I. Changes The State may at any time make changes within the general scope of this Contract. The Contractor shall respond to the Change Order with a proposal. If any such change causes an adjustment in the cost of, or the time required for the performance of any part of the work under this Contract, whether changed or not changed by the Change Order, the Procurement Officer shall modify the Contract in writing via a bilateral Contract Amendment. J. Price Adjustment Any price adjustment shall be within the confines of the awarded contract, or as negotiated in service to this Contract. Any negotiated price adjustments for this Contract shall be documented via a bilateral Contract Amendment. K. Payment Procedures The State will not make payments to any Entity, Group or individual other than the Contractor with the Federal Employer Identification (FEI) Number identified in the Contract. Contractor invoices requesting payment to any Entity, Group or individual other than the contractually specified Contractor shall be returned to the Contractor for correction. The Contractor shall review and insure that the invoices for services provided show the correct Contractor name prior to sending them for payment. If the Contractor Name and FEI Number change, the Contractor must complete an “Assignment and Agreement” form transferring contract rights and responsibilities to the new Contractor. The State must indicate consent on the form. A written Contract Amendment must be signed by both parties and a new W-9 form must be submitted by the new Contractor and entered into the system prior to any payments being made to the new Contractor. L. Information Disclosure The Contractor shall establish and maintain procedures and controls that are acceptable to the State for the purpose of assuring that no information contained in its records or obtained from the state or from others in carrying out its functions under the contract shall be used or disclosed by it, its agents, officers, or employees, except as required to efficiently perform duties under the Contract. Persons requesting such information should be referred to the State. The Contractor also agrees that any information pertaining to individual persons shall not be divulged other than to employees or officers of 4.H.f Packet Pg. 99 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 39 | Page the Contractor as needed for the performance of duties under the Contract, unless otherwise agreed to in writing by the State. M. Employees of the Contractor All employees of the Contractor employed in the performance of work under the Contract shall be considered employees of the Contractor at all times, and not employees of the State. The Contractor shall comply with the Social Security Act, Workman’s Compensation laws and Unemployment laws of the State of Arizona and all State, local and Federal legislation relevant to the Contractor’s business. N. Warranty All services supplied under this Contract shall be fully guaranteed by the Contractor for a minimum period of ninety (90) days from the date of acceptance by the State. Any defects of design, workmanship, or delivered materials, that would result in non-compliance shall be fully corrected by the Contractor without cost to the State. O. Compliance with Applicable Laws The Materials and services supplied under this Contract shall comply with all applicable Federal, state and local laws, and the Contractor shall maintain all applicable licenses and permit requirements. Contractor represents and warrants to the State that Contractor has the skill and knowledge possessed by members of its trade or profession and Contractor will apply that skill and knowledge with care and diligence so Contactor and Contractor's employees and any authorized subcontractors shall perform the Services described in this Contract in accordance with the Statement of Work. Contractor represents and warrants that the Materials provided through this Contract and Statement of Work shall be free of viruses, backdoors, worms, spyware, malware and other malicious code that will hamper performance of the Materials, collect unlawful personally identifiable information on Users or prevent the Materials from performing as required under the terms and conditions of this Contract. P. Non-Exclusive Contract Any Contract resulting from this solicitation shall be awarded with the understanding and agreement that it is for the sole convenience of the State of Arizona. The State reserves the right to obtain like goods or services from another source when necessary, or when determined to be in the best interest of the State. Q. Administrative Fee/Usage Reports 1. In accordance with ARS § 41-2633 the Department of Administration, State Procurement Office includes an Administrative Fee, in the majority of its Statewide contracts – multiple agency, multiple government, cooperative contracts. The Administrative Fee is used by the State to defray the additional costs associated with soliciting, awarding and administering statewide contracts. In addition to the State agencies, boards and commissions, statewide contracts are available to members of the State Purchasing Cooperative including cities, counties, school districts, special districts, other state governments, agencies of the federal government, tribal nations, schools, medical institutions, and nonprofit organizations. The Administrative Fee is the responsibility of the contractor. The Administrative Fee is a part of the contractor’s unit prices and is not to be charged directly to the customer in the form of a 4.H.f Packet Pg. 100 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 40 | Page separate line item. In accordance with Section 26 of the NASPO ValuePoint Master Agreement Terms and Conditions, the 0.25% NASPO ValuePoint Administrative fee shall be incorporated into the Offerors base price. Other states, including the State of Arizona, may negotiate additional Administrative Fees in their Participating Addenda following award of a Master Agreement. Further, Statewide contracts maintain one set of pricing for all customers and not separate prices for State agency customers and State Purchasing Cooperative customers. 2. State of Arizona Fee Amount: Unless defined differently within the contract, the Statewide Contracts Administrative Fee shall be one percent (1.0%) of quarterly sales receipts under an active Statewide contract, transacted by only the members of the State Purchasing Cooperative, minus any taxes or regulatory fees, minus any returns or credits, and minus any shipping charges not already included in the unit prices. The Administrative Fee percentage is only applicable to amounts actually received by the contractor during the quarter and is not applicable to amounts ordered by customers but not yet paid for. The administrative fee is not paid on transactions with state agency customers. 3. Method of Assessment At the completion of each quarter, the contractor reviews all sales under their contract in preparation for submission of their Usage Report. The contractor identifies all sales receipts transacted by members of the State Purchasing Cooperative and assesses one percent (1.0%) of this amount in their Usage Report. An updated list of State Purchasing Cooperative members may be found at: https://spo.az.gov/state-purchasing-cooperative . At its option, the State may expand or narrow the applicability of this fee. The State shall provide thirty (30) written notice prior to exercising or changing this option. The contractor shall summarize all sales, along with all assessed Administrative Fee amounts within their Usage Report, including total amounts for the following:  Total sales receipts from State agencies, boards and commissions;  Total sales receipts from members of the State Purchasing Cooperative; and  Total Administrative Fee amount based on one percent (1.0%) of the sales receipts from members of the State Purchasing Cooperative. 4. Submission of Reports and Fees. Within thirty (30) days following the end of the quarter, the contractor submits their Usage Report and if applicable, a check in the amount of one percent (1%) of their sales receipts from members of the State Purchasing Cooperative, to the Department of Administration, State Procurement Office. Contractors are required to use the State’s current report templates unless you have authorization from your contract officer to use a different format. You need to complete Form 799, which is a cover letter that gives the totals of your transactions; and Form 801, which is an Excel spreadsheet that details your transactions. Sales to state agencies and the cooperative members are to be totaled separately. The most current forms can be downloaded at https://spo.az.gov/statewide-contracts-administrative-fee. 4.1 The submission schedule for Administrative Fees and Usage reports shall be as follows: FY Q1, July through September Due October 31 FY Q2, October through December Due January 31 FY Q3, January through March Due by April 30 FY Q4, April through June Due by July 31 4.H.f Packet Pg. 101 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 41 | Page 4.2 Usage Reports and any questions are to be submitted by email to the state's designated usage report email address: usage@azdoa.gov 4.3 Administrative Fees shall be made out to the “State Procurement Office” and mailed to: Department of Administration General Services Division ATTN: “Statewide Contracts Administrative Fee” 100 N. 15th Avenue, Suite 202 Phoenix, AZ 85007 5. The Administrative Fee shall be a part of the Contractor’s unit prices and is not to be charged directly to the customer in the form of a separate line item. Statewide contracts shall not have separate prices for State Agency customers and State Purchasing Cooperative customers. 6. Contractor's failure to remit administrative fees in a timely manner consistent with the contract’s requirements may result in the State exercising any recourse available under the contract or as provided for by law. R. Acceptance Determination of the acceptability of services shall be made by the sole judgment of the State. Acceptance shall be in writing, verbal acceptance will not be allowed. Services shall be completed in accordance with the Scope of Work, agreed to and accepted schedules, plans, and agreed to performance standards. Acceptance shall be one hundred percent (100%) functionality, which will be determined by the State. Acceptance criteria shall include, but not be limited to conformity to the scope of work, quality of workmanship and successfully performing all required Tasks. Nonconformance to any of the stated acceptance and performance criteria of both services and or products as required shall result in a delay for payment. Payment shall not be made until nonconformance to the criteria is corrected as determined by the State. T. Performance Contractor agrees that, from and after the date that the applicable services commence, its performance of the Scope of Services will meet or exceed industry best practices subject to the limitations and in accordance with the provisions set forth in this Contract. If the Services provided pursuant to this Contract are changed, modified or enhanced (whether by Change Order or through the provision of new Services), The State and the Contractor will review the current performance experience and will in good faith determine whether such experience should be adjusted and whether additional services should be implemented or whether services be removed. The following requirements shall also apply: 1. Failure to Perform If Contractor fails to complete any deliverable, then Contractor shall: 1.1 Promptly perform a root-cause analysis to identify the cause of such failure; 1.2 Use commercially reasonable efforts to correct such failure and to begin meeting the requirements as promptly as practicable; 1.3 Provide the State with a report detailing the cause of, and procedure for correcting, such 4.H.f Packet Pg. 102 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 42 | Page failure; and 1.4 If appropriate under the circumstances, take action to avoid such failure in the future. 2. Root-Cause Analysis In the event of the Contractor's failure to perform required services or meet agreed upon service levels or other Contractor service standards as required by the State under this Contract, the Contractor shall perform an analysis of the cause of the service level problem and implement remediation steps as appropriate. The State shall have the right to review the analysis and approve the remediation steps prior to or subsequent to their implementation, as deemed appropriate by the State, if the remediation steps impact State assets or operational processes. U. Compensation Should the Contractor fail to provide all required services or deliver work products, as agreed upon by State and the Contractor, the State shall be entitled to invoke applicable remedies, including but not limited to, withholding payment to the Contractor and declaring the Contractor in material breach of the Contract. If the Contractor is in any manner in default of any obligation or the Contractor’s work or performance is determined by the State to be defective, sub-standard, or if audit exceptions are identified, the State may, in addition to other available remedies, either adjust the amount of payment or withhold payment until satisfactory resolution of the default, defect, exception or sub-standard performance. The Contractor shall reimburse the State on demand, or the State may deduct from future payments, any amounts paid for work products or performance which are determined to be an audit exception, defective or sub-standard performance. The Contractor shall correct its mistakes or errors without additional cost to the State. The State shall be the sole determiner as to defective or sub-standard performance. The Contractor shall fulfill their contractual requirements including the Deliverables identified in the Statement of Work and fulfill the roles and responsibilities described in the Statement of Work for a firm fixed price, inclusive of travel and travel-related expenses. The fixed amount shall be inclusive of any fees for the use of any third party products or services required for use in the performance of this Contract V. Contractor Performance Reports Program management shall document Contractor performance, both exemplary and needing improvements where corrective action is needed or desired. Copies of corrective action reports will be forwarded to the Procurement Office for review and any necessary follow-up. The Procurement Office may contact the Contractor upon receipt of the report and may request corrective action. The Procurement Office shall discuss the Contractor’s suggested corrective action plan with the Procurement Specialist for approval of the plan. W. Offshore Performance of Work Prohibited Due to security and identity protection concerns, direct services under this contract shall be performed within the borders of the United States. Any services that are described in the specifications or scope of work that directly serve the State of Arizona or its clients and may involve access to secure or sensitive data or personal client data or development or modification of software for the State shall be performed within the borders of the United States. Unless specifically stated otherwise in the specifications, this definition does not apply to indirect or “overhead” services, redundant back-up 4.H.f Packet Pg. 103 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 43 | Page services or services that are incidental to the performance of the contract. This provision applies to work performed by subcontractors at all tiers. X. Indemnification and Insurance 1.1 Indemnification Clause To the fullest extent permitted by law, Contractor shall defend, indemnify, and hold harmless the State of Arizona, and its departments, agencies, boards, commissions, universities, and any jurisdiction or agency issuing permits for any work included in the project, and their respective directors, officers, officials, agents and employees (hereinafter referred to as "Indemnitee") from and against any and all claims, actions, liabilities, costs, losses, or expenses, (including reasonable attorney's fees), (hereinafter collectively referred to as "Claims") arising out of actual or alleged bodily injury or personal injury of any person (including death) or loss or damage to tangible or intangible property caused, or alleged to be caused, in whole or in part, by the negligent or willful acts or omissions of Contractor or any of Contractor's directors, officers, agents, employees, volunteers or subcontractors. This indemnity includes any claim or amount arising or recovered under the Workers' Compensation Law or arising out of the failure of Contractor to conform to any federal, state or local law, statute, ordinance, rule, regulation or court decree. It is the specific intention of the parties that the Indemnitee shall, in all instances, except for Claims arising solely from the negligent or willful acts or omissions of the Indemnitee, be indemnified by Contractor from and against any and all Claims. It is agreed that Contractor will be responsible for primary loss investigation, defense and judgment costs where this indemnification is applicable. This indemnification will survive the termination of the above listed contract with the Contractor. This indemnity shall not apply if the contractor or sub-contractor(s) is/are an agency, board, commission or university of the State of Arizona. 1.2 Insurance Requirements 1.2.1 Contractor and subcontractors shall procure and maintain, until all of their obligations have been discharged, including any warranty periods under this Contract, insurance against claims for injury to persons or damage to property arising from, or in connection with, the performance of the work hereunder by the Contractor, its agents, representatives, employees or subcontractors. 1.2.2 The Insurance Requirements herein are minimum requirements for this Contract and in no way limit the indemnity covenants contained in this Contract. The State of Arizona in no way warrants that the minimum limits contained herein are sufficient to protect the Contractor from liabilities that arise out of the performance of the work under this Contract by the Contractor, its agents, representatives, employees or subcontractors, and the Contractor is free to purchase additional insurance. 1.3 Minimum Scope and Limits of Insurance Contractor shall provide coverage with limits of liability not less than those stated below. 4.H.f Packet Pg. 104 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 44 | Page 1.3.1 Commercial General Liability (CGL) – Occurrence Form Policy shall include bodily injury, property damage, and broad form contractual liability coverage. General Aggregate $2,000,000 Products – Completed Operations Aggregate $1,000,000 Personal and Advertising Injury $1,000,000 Damage to Rented Premises $50,000 Each Occurrence $1,000,000 a. The policy shall be endorsed, as required by this written agreement, to include the State of Arizona, and its departments, agencies, boards, commissions, universities, officers, officials, agents, and employees as additional insureds with respect to liability arising out of the activities performed by or on behalf of the Contractor. b. Policy shall contain a waiver of subrogation endorsement, as required by this written agreement, in favor of the State of Arizona, and its departments, agencies, boards, commissions, universities, officers, officials, agents, and employees for losses arising from work performed by or on behalf of the Contractor. 1.3.2 Business Automobile Liability Bodily Injury and Property Damage for any owned, hired, and/or non-owned automobiles used in the performance of this Contract.  Combined Single Limit (CSL) $1,000,000 Policy shall be endorsed, as required by this written agreement, to include the State of Arizona, and its departments, agencies, boards, commissions, universities, officers, officials, agents, and employees as additional insureds with respect to liability arising out of the activities performed by, or on behalf of, the Contractor involving automobiles owned, hired and/or non-owned by the Contractor. c. Policy shall contain a waiver of subrogation endorsement as required by this written agreement in favor of the State of Arizona, and its departments, agencies, boards, commissions, universities, officers, officials, agents, and employees for losses arising from work performed by or on behalf of the Contractor. 1.3.3 Workers’ Compensation and Employers' Liability  Workers' Compensation Statutory  Employers' Liability  Each Accident $1,000,000  Disease – Each Employee $1,000,000  Disease – Policy Limit $1,000,000 d. Policy shall contain a waiver of subrogation endorsement, as required by this written agreement, in favor of the State of Arizona, and its departments, agencies, boards, 4.H.f Packet Pg. 105 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 45 | Page commissions, universities, officers, officials, agents, and employees for losses arising from work performed by or on behalf of the Contractor. e. This requirement shall not apply to each Contractor or subcontractor that is exempt under A.R.S. § 23-901, and when such Contractor or subcontractor executes the appropriate waiver form (Sole Proprietor or Independent Contractor). 1.3.4 Technology Errors & Omissions Insurance  Each Claim $2,000,000  Annual Aggregate $2,000,000 f. Such insurance shall cover any, and all errors, omissions, or negligent acts in the delivery of products, services, and/or licensed programs under this contract. g. Coverage shall include or shall not exclude settlement and/or defense of claims involving intellectual property, including but not limited to patent or copyright infringement. h. In the event that the Tech E&O insurance required by this Contract is written on a claims-made basis, Contractor warrants that any retroactive date under the policy shall precede the effective date of this Contract and, either continuous coverage will be maintained or an extended discovery period will be exercised for a period of two (2) years, beginning at the time work under this Contract is completed. 1.3.5 Media Liability Coverage  Each Claim $2,000,000  Annual Aggregate $2,000,000 i. Such insurance shall cover any and all errors and omissions or negligent acts in the production of content, including but not limited to plagiarism, defamation, libel, slander, false advertising, invasion of privacy, and infringement of copyright, title, slogan, trademark, service mark and trade dress. j. In the event that the Media Liability insurance required by this Contract is written on a claims-made basis, Contractor warrants that any retroactive date under the policy shall precede the effective date of this Contract and, either continuous coverage will be maintained, or an extended discovery period will be exercised for a period of two (2) years beginning at the time work under this Contract is completed. 1.4 Additional Insurance Requirements The policies shall include, or be endorsed to include, as required by this written agreement, the following provisions: 1.4.1 The Contractor's policies, as applicable, shall stipulate that the insurance afforded the Contractor shall be primary and that any insurance carried by the Department, its agents, 4.H.f Packet Pg. 106 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 46 | Page officials, employees or the State of Arizona shall be excess and not contributory insurance, as provided by A.R.S. § 41-621 (E). 1.4.2 Insurance provided by the Contractor shall not limit the Contractor’s liability assumed under the indemnification provisions of this Contract. 1.5 Notice of Cancellation Applicable to all insurance policies required within the Insurance Requirements of this Contract, Contractor’s insurance shall not be permitted to expire, be suspended, be canceled, or be materially changed for any reason without thirty (30) days prior written notice to the State of Arizona. Within two (2) business days of receipt, Contractor must provide notice to the State of Arizona if they receive notice of a policy that has been or will be suspended, canceled, materially changed for any reason, has expired, or will be expiring. Such notice shall be sent directly to the Department and shall be mailed, emailed, hand delivered or sent by facsimile transmission to (State Representative’s Name, Address & Fax Number). 1.6 Acceptability of Insurers Contractor’s insurance shall be placed with companies licensed in the State of Arizona or hold approved non-admitted status on the Arizona Department of Insurance List of Qualified Unauthorized Insurers. Insurers shall have an “A.M. Best” rating of not less than A- VII. The State of Arizona in no way warrants that the above-required minimum insurer rating is sufficient to protect the Contractor from potential insurer insolvency. 1.7 Verification of Coverage Contractor shall furnish the State of Arizona with certificates of insurance (valid ACORD form or equivalent approved by the State of Arizona) as required by this Contract. An authorized representative of the insurer shall sign the certificates. 1.7.1 All certificates and endorsements, as required by this written agreement, are to be received and approved by the State of Arizona before work commences. Each insurance policy required by this Contract must be in effect at, or prior to, commencement of work under this Contract. Failure to maintain the insurance policies as required by this Contract, or to provide evidence of renewal, is a material breach of contract. 1.7.2 All certificates required by this Contract shall be sent directly to the Department. The State of Arizona project/contract number and project description shall be noted on the certificate of insurance. The State of Arizona reserves the right to require complete copies of all insurance policies required by this Contract at any time. 1.8 Subcontractors Contractor’s certificate(s) shall include all subcontractors as insureds under its policies or Contractor shall be responsible for ensuring and/or verifying that all subcontractors have valid and collectable insurance as evidenced by the certificates of insurance and endorsements for each subcontractor. All coverages for subcontractors shall be subject to the minimum Insurance 4.H.f Packet Pg. 107 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 47 | Page Requirements identified above. The Department reserves the right to require, at any time throughout the life of this contract, proof from the Contractor that its subcontractors have the required coverage. 1.9 Approval and Modifications The Contracting Agency, in consultation with State Risk, reserves the right to review or make modifications to the insurance limits, required coverages, or endorsements throughout the life of this contract, as deemed necessary. Such action will not require a formal Contract amendment but may be made by administrative action. 1.10 Exceptions In the event the Contractor or subcontractor(s) is/are a public entity, then the Insurance Requirements shall not apply. Such public entity shall provide a certificate of self-insurance. If the Contractor or subcontractor(s) is/are a State of Arizona agency, board, commission, or university, none of the above shall apply. Y. Data Privacy and Security Contractor shall treat all information obtained through performance of the contract, as confidential or sensitive information consistent with State and federal law and State Policy. Contractor or its agents shall not use any data obtained in the performance of the contract in any manner except as necessary for the proper discharge of its obligations and protection of its rights related to this agreement. Contractor shall establish and maintain procedures and controls acceptable to the State for the purpose of assuring that data in its or its agents’ possession is not mishandled, misused, released, disclosed, or used in an inappropriate manner in performance of the contract. This includes data contained in Contractor’s records obtained from the State or others, necessary for contract performance. Contractor and its agents shall take all reasonable steps and precautions to safeguard this information and data and shall not divulge the information or data to parties other than those needed for the performance of duties under the contract. Z. Data Privacy/Security Incident Management Contractor and its agents shall cooperate and collaborate with appropriate State personnel to identify and respond to an information security or data privacy incident, including a security breach. 1. Threat of Security Breach Contractor(s) agrees to notify the State Chief Information Officer (CIO), the State Chief Information Security Officer (CISO) and other key personnel as identified by the State of any perceived threats placing the supported infrastructure and/or applications in danger of breach of security. The speed of notice shall be at least commensurate with the level of threat, as perceived by the Contractor(s). The State agrees to provide contact information for the State CIO, CISO and key personnel to the Contractor(s). 2. Discovery of Security Breach Contractor agrees to immediately notify the State CIO, the CISO and key personnel as identified by the State of a discovered breach of security. The State agrees to provide contact information 4.H.f Packet Pg. 108 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 48 | Page for the State CIO, the CISO and key personnel. AA. Security Requirements for Contractor Personnel Each individual proposed to provide services through this contract agrees to security clearance and background check procedures, including fingerprinting, as defined by the Arizona Department of Administration in accordance with Arizona Revised Statutes §41-710. The results of the individual’s background check procedures must meet all HIPAA and law enforcement requirements. Contractor is responsible for all costs to obtain security clearance for their consultants providing services through this contract. Contractor personnel, agents or sub-contractors that have administrative access to the State’s networks may be subject to any additional security requirements of the State as may be required for the performance of the contract. The Contractor, its agents and sub-contractors shall provide documentation to the State confirming compliance with all such additional security requirements for performance of the contract. Additional security requirements include but are not limited to the following: 1. Identity and Address Verification – that verifies the individual is who he or she claims to be including verification of the candidate’s present and previous addresses; 2. UNAX/confidentiality Training; 3. HIPAA Privacy and Security Training; and 4. Information Security Training. BB. Access Constraints and Requirements Contractor access to State facilities and resources shall be properly authorized by State personnel, based on business need and will be restricted to least possible privilege. Upon approval of access privileges, the Contractor shall maintain strict adherence to all policies, standards, and procedures. Policies / Standards, ADOA/ASET Policies / Procedures, and Arizona Revised Statues (A.R.S.) §28- 447, §28-449, §38-421, §13-2408, §13-2316, §41-770. Failure of the Contractor, its agents or subcontractors to comply with policies, standards, and procedures including any person who commits an unlawful breach or harmful access (physical or virtual) will be subject to prosecution under all applicable state and / or federal laws. Any and all recovery or reconstruction costs or other liabilities associated with an unlawful breach or harmful access shall be paid by the Contractor. CC. Health Insurance Portability and Accountability Act of 1996 The Contractor warrants that it is familiar with the requirements of HIPAA, as amended by the Health Information Technology for Economic and Clinical Health Act (HITECH Act) of 2009, and accompanying regulations and will comply with all applicable HIPAA requirements in the course of this Contract. Contractor warrants that it will cooperate with the State in the course of performance of the Contract so that both the State and the Contractor will be in compliance with HIPAA, including cooperation and coordination with the Arizona Strategic Enterprise Technology (ASET) Group, Statewide Information Security and Privacy Office (SISPO), Chief Privacy Officer and HIPAA Coordinator and other compliance officials required by HIPAA and its regulations. Contractor will sign any documents that are reasonably necessary to keep the State and Contractor in compliance with 4.H.f Packet Pg. 109 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 49 | Page HIPAA, including but not limited to, business associate agreements. If requested, the Contractor agrees to sign a “Pledge to Protect Confidential Information” and to abide by the statements addressing the creation, use and disclosure of confidential information, including information designated as protected health information and all other confidential or sensitive information as defined in policy. In addition, if requested, Contractor agrees to attend or participate in job related HIPAA training that is: (1) intended to make the Contractor proficient in HIPAA for purposes of performing the services required and (2) presented by a HIPAA Privacy Officer or other person or program knowledgeable and experienced in HIPAA and who has been approved by the ASET/SISPO Chief Privacy Officer and HIPAA Coordinator. Suggested References: https://www.cms.gov/Regulations-and-Guidance/HIPAA-Administrative- Simplification/HIPAAGenInfo/downloads/hipaalaw.pdf http://www.hhs.gov/ocr/privacy/hipaa/understanding/ DD. Compliance Requirements for A.R.S. § 41-4401, Government Procurement: E-Verify Requirement 1. The Contractor warrants compliance with all Federal immigration laws and regulations relating to employees and warrants its compliance with Section A.R.S. § 23-214, Subsection A. (That subsection reads: “After December 31, 2007, every employer, after hiring an employee, shall verify the employment eligibility of the employee through the E-Verify program.) 2. A breach of a warranty regarding compliance with immigration laws and regulations shall be deemed a material breach of the Contract and the Contractor may be subject to penalties up to and including termination of the Contract. 3. Failure to comply with a State audit process to randomly verify the employment records of Contractors and subcontractors shall be deemed a material breach of the Contract and the Contractor may be subject to penalties up to and including termination of the Contract. 4. The State Agency retains the legal right to inspect the papers of any employee who works on the Contract to ensure that the Contractor or subcontractor is complying with the warranty under paragraph One (1). 5.2 State of Arizona Uniform Terms and Conditions 1. Definition of Terms As used in this Solicitation and any resulting Contract, the terms listed below are defined as follows: 1.1. “Attachment” means any item the Solicitation requires the Offeror to submit as part of the Offer. 1.2. “Contract” means the combination of the Solicitation, including the Uniform and Special Instructions to Offerors, the Uniform and Special Terms and Conditions, and the Specifications and Statement or Scope of Work; the Offer and any Best and Final Offers; and any Solicitation Amendments or Contract Amendments. 4.H.f Packet Pg. 110 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 50 | Page 1.3. "Contract Amendment" means a written document signed by the Procurement Officer that is issued for the purpose of making changes in the Contract. 1.4. “Contractor” means any person who has a Contract with the State. 1.5. “Days” means calendar days unless otherwise specified. 1.6. “Exhibit” means any item labeled as an Exhibit in the Solicitation or placed in the Exhibits section of the Solicitation. 1.7. “Gratuity” means a payment, loan, subscription, advance, deposit of money, services, or anything of more than nominal value, present or promised, unless consideration of substantially equal or greater value is received. 1.8. “Materials” means all property, including equipment, supplies, printing, insurance and leases of property but does not include land, a permanent interest in land or real property or leasing space. 1.9. “Procurement Officer” means the person, or his or her designee, duly authorized by the State to enter into and administer Contracts and make written determinations with respect to the Contract. 1.10. “Services” means the furnishing of labor, time or effort by a contractor or subcontractor which does not involve the delivery of a specific end product other than required reports and performance, but does not include employment agreements or collective bargaining agreements. 1.11. “Subcontract” means any Contract, express or implied, between the Contractor and another party or between a subcontractor and another party delegating or assigning, in whole or in part, the making or furnishing of any material or any service required for the performance of the Contract. 1.12. “State” means the State of Arizona and Department or Agency of the State that executes the Contract. 1.13. “State Fiscal Year” means the period beginning with July 1 and ending June 30. 2. Contract Interpretation 2.1. Arizona Law. The Arizona law applies to this Contract including, where applicable, the Uniform Commercial Code as adopted by the State of Arizona and the Arizona Procurement Code, Arizona Revised Statutes (A.R.S.) Title 41, Chapter 23, and its implementing rules, Arizona Administrative Code (A.A.C.) Title 2, Chapter 7. 2.2. Implied Contract Terms. Each provision of law and any terms required by law to be in this Contract are a part of this Contract as if fully stated in it. 2.3. Contract Order of Precedence. In the event of a conflict in the provisions of the Contract, as accepted by the State and as they may be amended, the following shall prevail in the order set forth below: 2.3.1. Special Terms and Conditions; 2.3.2. Uniform Terms and Conditions; 2.3.3. Statement or Scope of Work; 4.H.f Packet Pg. 111 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 51 | Page 2.3.4. Specifications; 2.3.5. Attachments; 2.3.6. Exhibits; 2.3.7. Documents referenced or included in the Solicitation. 2.4. Relationship of Parties. The Contractor under this Contract is an independent Contractor. Neither party to this Contract shall be deemed to be the employee or agent of the other party to the Contract. 2.5. Severability. The provisions of this Contract are severable. Any term or condition deemed illegal or invalid shall not affect any other term or condition of the Contract. 2.6. No Parole Evidence. This Contract is intended by the parties as a final and complete expression of their agreement. No course of prior dealings between the parties and no usage of the trade shall supplement or explain any terms used in this document and no other understanding either oral or in writing shall be binding. 2.7. No Waiver. Either party’s failure to insist on strict performance of any term or condition of the Contract shall not be deemed a waiver of that term or condition even if the party accepting or acquiescing in the nonconforming performance knows of the nature of the performance and fails to object to it. 3. Contract Administration and Operation 3.1. Records. Under A.R.S. § 35-214 and § 35-215, the Contractor shall retain and shall contractually require each subcontractor to retain all data and other “records” relating to the acquisition and performance of the Contract for a period of five years after the completion of the Contract. All records shall be subject to inspection and audit by the State at reasonable times. Upon request, the Contractor shall produce a legible copy of any or all such records. 3.2. Non-Discrimination. The Contractor shall comply with State Executive Order No. 2009-09 and all other applicable Federal and State laws, rules and regulations, including the Americans with Disabilities Act. 3.3. Audit. Pursuant to ARS § 35-214, at any time during the term of this Contract and five (5) years thereafter, the Contractor’s or any subcontractor’s books and records shall be subject to audit by the State and, where applicable, the Federal Government, to the extent that the books and records relate to the performance of the Contract or Subcontract. 3.4. Facilities Inspection and Materials Testing. The Contractor agrees to permit access to its facilities, subcontractor facilities and the Contractor’s processes or services, at reasonable times for inspection of the facilities or materials covered under this Contract. The State shall also have the right to test, at its own cost, the materials to be supplied under this Contract. Neither inspection of the Contractor’s facilities nor materials testing shall constitute final acceptance of the materials or services. If the State determines non-compliance of the materials, the Contractor shall be responsible for the payment of all costs incurred by the State for testing and inspection. 3.5. Notices. Notices to the Contractor required by this Contract shall be made by the State to the person indicated on the Offer and Acceptance form submitted by the Contractor unless 4.H.f Packet Pg. 112 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 52 | Page otherwise stated in the Contract. Notices to the State required by the Contract shall be made by the Contractor to the Solicitation Contact Person indicated on the Solicitation cover sheet, unless otherwise stated in the Contract. An authorized Procurement Officer and an authorized Contractor representative may change their respective person to whom notice shall be given by written notice to the other and an amendment to the Contract shall not be necessary. 3.6. Advertising, Publishing and Promotion of Contract. The Contractor shall not use, advertise or promote information for commercial benefit concerning this Contract without the prior written approval of the Procurement Officer. 3.7. Property of the State. Any materials, including reports, computer programs and other deliverables, created under this Contract are the sole property of the State. The Contractor is not entitled to a patent or copyright on those materials and may not transfer the patent or copyright to anyone else. The Contractor shall not use or release these materials without the prior written consent of the State. 3.8. Ownership of Intellectual Property. Any and all intellectual property, including but not limited to copyright, invention, trademark, trade name, service mark, and/or trade secrets created or conceived pursuant to or as a result of this contract and any related subcontract (“Intellectual Property”), shall be work made for hire and the State shall be considered the creator of such Intellectual Property. The agency, department, division, board or commission of the State of Arizona requesting the issuance of this contract shall own (for and on behalf of the State) the entire right, title and interest to the Intellectual Property throughout the world. Contractor shall notify the State, within thirty (30) days, of the creation of any Intellectual Property by it or its subcontractor(s). Contractor, on behalf of itself and any subcontractor(s), agrees to execute any and all document(s) necessary to assure ownership of the Intellectual Property vests in the State and shall take no affirmative actions that might have the effect of vesting all or part of the Intellectual Property in any entity other than the State. The Intellectual Property shall not be disclosed by contractor or its subcontractor(s) to any entity not the State without the express written authorization of the agency, department, division, board or commission of the State of Arizona requesting the issuance of this contract. 3.9. Federal Immigration and Nationality Act. The contractor shall comply with all federal, state and local immigration laws and regulations relating to the immigration status of their employees during the term of the contract. Further, the contractor shall flow down this requirement to all subcontractors utilized during the term of the contract. The State shall retain the right to perform random audits of contractor and subcontractor records or to inspect papers of any employee thereof to ensure compliance. Should the State determine that the contractor and/or any subcontractors be found noncompliant, the State may pursue all remedies allowed by law, including, but not limited to; suspension of work, termination of the contract for default and suspension and/or debarment of the contractor. 3.10 E-Verify Requirements. In accordance with A.R.S. § 41-4401, Contractor warrants compliance with all Federal immigration laws and regulations relating to employees and warrants its compliance with Section A.R.S. § 23-214, Subsection A. 3.11 Offshore Performance of Work Prohibited. Any services that are described in the specifications or scope of work that directly serve the State of Arizona or its clients and involve access to secure or sensitive data or personal client data shall be performed within the defined territories of the United States. Unless specifically 4.H.f Packet Pg. 113 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 53 | Page stated otherwise in the specifications, this paragraph does not apply to indirect or 'overhead' services, redundant back-up services or services that are incidental to the performance of the contract. This provision applies to work performed by subcontractors at all tiers. 4. Costs and Payments 4.1. Payments. Payments shall comply with the requirements of A.R.S. Titles 35 and 41, Net 30 days. Upon receipt and acceptance of goods or services, the Contractor shall submit a complete and accurate invoice for payment from the State within thirty (30) days. 4.2. Delivery. Unless stated otherwise in the Contract, all prices shall be F.O.B. Destination and shall include all freight delivery and unloading at the destination. 4.3. Applicable Taxes. 4.3.1. Payment of Taxes. The Contractor shall be responsible for paying all applicable taxes. 4.3.2. State and Local Transaction Privilege Taxes. The State of Arizona is subject to all applicable state and local transaction privilege taxes. Transaction privilege taxes apply to the sale and are the responsibility of the seller to remit. Failure to collect such taxes from the buyer does not relieve the seller from its obligation to remit taxes. 4.3.3. Tax Indemnification. Contractor and all subcontractors shall pay all Federal, state and local taxes applicable to its operation and any persons employed by the Contractor. Contractor shall, and require all subcontractors to hold the State harmless from any responsibility for taxes, damages and interest, if applicable, contributions required under Federal, and/or state and local laws and regulations and any other costs including transaction privilege taxes, unemployment compensation insurance, Social Security and Worker’s Compensation. 4.3.4. IRS W9 Form. In order to receive payment the Contractor shall have a current I.R.S. W9 Form on file with the State of Arizona, unless not required by law. 4.4. Availability of Funds for the Next State fiscal year. Funds may not presently be available for performance under this Contract beyond the current state fiscal year. No legal liability on the part of the State for any payment may arise under this Contract beyond the current state fiscal year until funds are made available for performance of this Contract. 4.5. Availability of Funds for the current State fiscal year. Should the State Legislature enter back into session and reduce the appropriations or for any reason and these goods or services are not funded, the State may take any of the following actions: 4.5.1. Accept a decrease in price offered by the contractor; 4.5.2. Cancel the Contract; or 4.5.3. Cancel the contract and re-solicit the requirements. 5. Contract Changes 5.1. Amendments. This Contract is issued under the authority of the Procurement Officer who signed this Contract. The Contract may be modified only through a Contract Amendment within the scope of the Contract. Changes to the Contract, including the addition of work or materials, the revision of payment terms, or the substitution of work or materials, directed by a person who is 4.H.f Packet Pg. 114 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 54 | Page not specifically authorized by the procurement officer in writing or made unilaterally by the Contractor are violations of the Contract and of applicable law. Such changes, including unauthorized written Contract Amendments shall be void and without effect, and the Contractor shall not be entitled to any claim under this Contract based on those changes. 5.2. Subcontracts. The Contractor shall not enter into any Subcontract under this Contract for the performance of this contract without the advance written approval of the Procurement Officer. The Contractor shall clearly list any proposed subcontractors and the subcontractor’s proposed responsibilities. The Subcontract shall incorporate by reference the terms and conditions of this Contract. 5.3. Assignment and Delegation. The Contractor shall not assign any right nor delegate any duty under this Contract without the prior written approval of the Procurement Officer. The State shall not unreasonably withhold approval. 6. Risk and Liability 6.1. Risk of Loss: The Contractor shall bear all loss of conforming material covered under this Contract until received by authorized personnel at the location designated in the purchase order or Contract. Mere receipt does not constitute final acceptance. The risk of loss for nonconforming materials shall remain with the Contractor regardless of receipt. 6.2. Indemnification 6.2.1. Contractor/Vendor Indemnification (Not Public Agency) The parties to this contract agree that the State of Arizona, its departments, agencies, boards and commissions shall be indemnified and held harmless by the contractor for the vicarious liability of the State as a result of entering into this contract. However, the parties further agree that the State of Arizona, its departments, agencies, boards and commissions shall be responsible for its own negligence. Each party to this contract is responsible for its own negligence. 6.2.2. Public Agency Language Only Each party (as 'indemnitor') agrees to indemnify, defend, and hold harmless the other party (as 'indemnitee') from and against any and all claims, losses, liability, costs, or expenses (including reasonable attorney's fees) (hereinafter collectively referred to as 'claims') arising out of bodily injury of any person (including death) or property damage but only to the extent that such claims which result in vicarious/derivative liability to the indemnitee, are caused by the act, omission, negligence, misconduct, or other fault of the indemnitor, its officers, officials, agents, employees, or volunteers." 6.3. Indemnification - Patent and Copyright. The Contractor shall indemnify and hold harmless the State against any liability, including costs and expenses, for infringement of any patent, trademark or copyright arising out of Contract performance or use by the State of materials furnished or work performed under this Contract. The State shall reasonably notify the Contractor of any claim for which it may be liable under this paragraph. If the contractor is insured pursuant to A.R.S. § 41-621 and § 35-154, this section shall not apply. 6.4. Force Majeure. 6.4.1 Except for payment of sums due, neither party shall be liable to the other nor deemed in 4.H.f Packet Pg. 115 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 55 | Page default under this Contract if and to the extent that such party’s performance of this Contract is prevented by reason of force majeure. The term “force majeure” means an occurrence that is beyond the control of the party affected and occurs without its fault or negligence. Without limiting the foregoing, force majeure includes acts of God; acts of the public enemy; war; riots; strikes; mobilization; labor disputes; civil disorders; fire; flood; lockouts; injunctions-intervention-acts; or failures or refusals to act by government authority; and other similar occurrences beyond the control of the party declaring force majeure which such party is unable to prevent by exercising reasonable diligence. 6.4.2. Force Majeure shall not include the following occurrences: 6.4.2.1. Late delivery of equipment or materials caused by congestion at a manufacturer’s plant or elsewhere, or an oversold condition of the market; 6.4.2.2. Late performance by a subcontractor unless the delay arises out of a force majeure occurrence in accordance with this force majeure term and condition; or 6.4.2.3. Inability of either the Contractor or any subcontractor to acquire or maintain any required insurance, bonds, licenses or permits. 6.4.3. If either party is delayed at any time in the progress of the work by force majeure, the delayed party shall notify the other party in writing of such delay, as soon as is practicable and no later than the following working day, of the commencement thereof and shall specify the causes of such delay in such notice. Such notice shall be delivered or mailed certified-return receipt and shall make a specific reference to this article, thereby invoking its provisions. The delayed party shall cause such delay to cease as soon as practicable and shall notify the other party in writing when it has done so. The time of completion shall be extended by Contract Amendment for a period of time equal to the time that results or effects of such delay prevent the delayed party from performing in accordance with this Contract. 6.4.4. Any delay or failure in performance by either party hereto shall not constitute default hereunder or give rise to any claim for damages or loss of anticipated profits if, and to the extent that such delay or failure is caused by force majeure. 6.5. Third Party Antitrust Violations. The Contractor assigns to the State any claim for overcharges resulting from antitrust violations to the extent that those violations concern materials or services supplied by third parties to the Contractor, toward fulfillment of this Contract. 7. Warranties 7.1. Liens. The Contractor warrants that the materials supplied under this Contract are free of liens and shall remain free of liens. 7.2. Quality. Unless otherwise modified elsewhere in these terms and conditions, the Contractor warrants that, for one year after acceptance by the State of the materials, they shall be: 7.2.1. Of a quality to pass without objection in the trade under the Contract description; 7.2.2. Fit for the intended purposes for which the materials are used; 7.2.3. Within the variations permitted by the Contract and are of even kind, quantity, and quality within each unit and among all units; 4.H.f Packet Pg. 116 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 56 | Page 7.2.4. Adequately contained, packaged and marked as the Contract may require; and 7.2.5. Conform to the written promises or affirmations of fact made by the Contractor. 7.3. Fitness. The Contractor warrants that any material supplied to the State shall fully conform to all requirements of the Contract and all representations of the Contractor, and shall be fit for all purposes and uses required by the Contract. 7.4. Inspection/Testing. The warranties set forth in subparagraphs 7.1 through 7.3 of this paragraph are not affected by inspection or testing of or payment for the materials by the State. 7.5. Compliance With Applicable Laws. The materials and services supplied under this Contract shall comply with all applicable Federal, state and local laws, and the Contractor shall maintain all applicable license and permit requirements. 7.6. Survival of Rights and Obligations after Contract Expiration or Termination. 7.6.1. Contractor's Representations and Warranties. All representations and warranties made by the Contractor under this Contract shall survive the expiration or termination hereof. In addition, the parties hereto acknowledge that pursuant to A.R.S. § 12-510, except as provided in A.R.S. § 12-529, the State is not subject to or barred by any limitations of actions prescribed in A.R.S., Title 12, Chapter 5. 7.6.2. Purchase Orders. The Contractor shall, in accordance with all terms and conditions of the Contract, fully perform and shall be obligated to comply with all purchase orders received by the Contractor prior to the expiration or termination hereof, unless otherwise directed in writing by the Procurement Officer, including, without limitation, all purchase orders received prior to but not fully performed and satisfied at the expiration or termination of this Contract. 8. State's Contractual Remedies 8.1. Right to Assurance. If the State in good faith has reason to believe that the Contractor does not intend to, or is unable to perform or continue performing under this Contract, the Procurement Officer may demand in writing that the Contractor give a written assurance of intent to perform. Failure by the Contractor to provide written assurance within the number of Days specified in the demand may, at the State’s option, be the basis for terminating the Contract under the Uniform Terms and Conditions or other rights and remedies available by law or provided by the contract. 8.2. Stop Work Order. 8.2.1. The State may, at any time, by written order to the Contractor, require the Contractor to stop all or any part, of the work called for by this Contract for period(s) of days indicated by the State after the order is delivered to the Contractor. The order shall be specifically identified as a stop work order issued under this clause. Upon receipt of the order, the Contractor shall immediately comply with its terms and take all reasonable steps to minimize the incurrence of costs allocable to the work covered by the order during the period of work stoppage. 8.2.2. If a stop work order issued under this clause is canceled or the period of the order or any extension expires, the Contractor shall resume work. The Procurement Officer shall make an equitable adjustment in the delivery schedule or Contract price, or both, and 4.H.f Packet Pg. 117 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 57 | Page the Contract shall be amended in writing accordingly. 8.3. Non-exclusive Remedies. The rights and the remedies of the State under this Contract are not exclusive. 8.4. Nonconforming Tender. Materials or services supplied under this Contract shall fully comply with the Contract. The delivery of materials or services or a portion of the materials or services that do not fully comply constitutes a breach of contract. On delivery of nonconforming materials or services, the State may terminate the Contract for default under applicable termination clauses in the Contract, exercise any of its rights and remedies under the Uniform Commercial Code, or pursue any other right or remedy available to it. 8.5. Right of Offset. The State shall be entitled to offset against any sums due the Contractor, any expenses or costs incurred by the State, or damages assessed by the State concerning the Contractor’s non-conforming performance or failure to perform the Contract, including expenses, costs and damages described in the Uniform Terms and Conditions. 9. Contract Termination 9.1. Cancellation for Conflict of Interest. Pursuant to A.R.S. § 38-511, the State may cancel this Contract within three (3) years after Contract execution without penalty or further obligation if any person significantly involved in initiating, negotiating, securing, drafting or creating the Contract on behalf of the State is or becomes at any time while the Contract or an extension of the Contract is in effect an employee of or a consultant to any other party to this Contract with respect to the subject matter of the Contract. The cancellation shall be effective when the Contractor receives written notice of the cancellation unless the notice specifies a later time. If the Contractor is a political subdivision of the State, it may also cancel this Contract as provided in A.R.S. § 38-511. 9.2. Gratuities. The State may, by written notice, terminate this Contract, in whole or in part, if the State determines that employment or a Gratuity was offered or made by the Contractor or a representative of the Contractor to any officer or employee of the State for the purpose of influencing the outcome of the procurement or securing the Contract, an amendment to the Contract, or favorable treatment concerning the Contract, including the making of any determination or decision about contract performance. The State, in addition to any other rights or remedies, shall be entitled to recover exemplary damages in the amount of three times the value of the Gratuity offered by the Contractor. 9.3. Suspension or Debarment. The State may, by written notice to the Contractor, immediately terminate this Contract if the State determines that the Contractor has been debarred, suspended or otherwise lawfully prohibited from participating in any public procurement activity, including but not limited to, being disapproved as a subcontractor of any public procurement unit or other governmental body. Submittal of an offer or execution of a contract shall attest that the contractor is not currently suspended or debarred. If the contractor becomes suspended or debarred, the contractor shall immediately notify the State. 9.4. Termination for Convenience. The State reserves the right to terminate the Contract, in whole or in part at any time when in the best interest of the State, without penalty or recourse. Upon receipt of the written notice, the Contractor shall stop all work, as directed in the notice, notify all subcontractors of the effective date of the termination and minimize all further costs to the State. In the event of termination under this paragraph, all documents, data and reports prepared by 4.H.f Packet Pg. 118 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Master Agreement Section 4: Lead State (ARIZONA) Terms and Conditions State of Arizona State Procurement Office 100 North 15th Avenue, Suite 201 Phoenix, AZ 85007 Contract No: ADSPO16-138244 Description: Software Value-Added Reseller (SVAR) Services 58 | Page the Contractor under the Contract shall become the property of and be delivered to the State upon demand. The Contractor shall be entitled to receive just and equitable compensation for work in progress, work completed and materials accepted before the effective date of the termination. The cost principles and procedures provided in A.A.C. R2-7-701 shall apply. 9.5. Termination for Default. 9.5.1. In addition to the rights reserved in the contract, the State may terminate the Contract in whole or in part due to the failure of the Contractor to comply with any term or condition of the Contract, to acquire and maintain all required insurance policies, bonds, licenses and permits, or to make satisfactory progress in performing the Contract. The Procurement Officer shall provide written notice of the termination and the reasons for it to the Contractor. 9.5.2. Upon termination under this paragraph, all goods, materials, documents, data and reports prepared by the Contractor under the Contract shall become the property of and be delivered to the State on demand. 9.5.3. The State may, upon termination of this Contract, procure, on terms and in the manner that it deems appropriate, materials or services to replace those under this Contract. The Contractor shall be liable to the State for any excess costs incurred by the State in procuring materials or services in substitution for those due from the Contractor. 9.6. Continuation of Performance Through Termination. The Contractor shall continue to perform, in accordance with the requirements of the Contract, up to the date of termination, as directed in the termination notice. 10. Contract Claims All contract claims or controversies under this Contract shall be resolved according to A.R.S. Title 41, Chapter 23, Article 9, and rules adopted thereunder. 11. Arbitration The parties to this Contract agree to resolve all disputes arising out of or relating to this contract through arbitration, after exhausting applicable administrative review, to the extent required by A.R.S. § 12-1518, except as may be required by other applicable statutes (Title 41). 12. Comments Welcome The State Procurement Office periodically reviews the Uniform Terms and Conditions and welcomes any comments you may have. Please submit your comments to: State Procurement Administrator, State Procurement Office, 100 North 15th Avenue, Suite 201, Phoenix, Arizona, 85007. 4.H.f Packet Pg. 119 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) High-Quality Training Tailored for You from Insight & Global Knowledge Insight is committed to providing our customers with the skills and knowledge you need to unleash the full potential of your technology investments. We partner with Global Knowledge to offer specialized, high-quality training tailored to you. Instruction is available for some of our most widely deployed solutions including Microsoft, Cisco, and VMware. This approach ensures you receive relevant in-depth knowledge from a seasoned professional with hands-on experience. Training Health Check Diagnose Your Organization’s Needs • Have you mapped out your 2015 training plan? • What prompts training at your company? • How do you/your team/your company handle training and skill development? • What technologies do you currently support and how do you plan on leveraging new technologies to optimize future performance? • Do you have any upcoming projects that could be facilitated by training? • Are you up-to-date on certifications and compliance? • What skill gaps do you/your team currently have and how do you plan to address them? Please contact your Insight Rep to get yourself and your organization started on a learning path with Insight & Global Knowledge! Connect with us today! 1.800.467.4448 • Ext 3448 • www.insight.com Why buy training from Insight? Lesson 1: Utilize your Insight account expert Consolidate your vendor relationships by leveraging your Insight hardware and software experts concerning training. Insight can help you save money! Lesson 2: Raise the skill level of every student Quality of training is measured by the instructor knowledge. As experts in their respective fields, Global Knowledge instructors consult, keep up-to-date with industry developments, and most importantly, they make the success of each student a priority. Lesson 3: Experience is often the best teacher Global Knowledge instructors bring real-world experience to every course. They go beyond the curriculum by including relevant, revealing tidbits and tips. Lesson 4: Sometimes you have to get your hands dirty Global Knowledge uses a combination of lectures, hands-on labs, and case studies to deliver a quality learning experience. Labs and case studies offer practical experience, whether live-virtual or in the classroom; and an opportu- nity to test your knowledge of the course material. Designing labs that mimic real-world experiences is an art. It’s also a fundamental quality of Global Knowledge course directors and instructors. Vendor specific Vendor neutral Business • Microsoft • VMware • Cisco • IBM (Software and Systems) • Citrix • Red Hat • EMC • Networking Fundamentals • Wireless • Virtualization • VoIP & Telephony • Data Center • Cyber Security • Cloud Computing • Avaya • CompTIA • Juniper • Oracle • SAP • Hewlett Packard • Apple • Cloudera • ITIL • Agile • Project Management • Business Analysis • Cloud Computing • Big Data 4.H.f Packet Pg. 120 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Make the Most of Your EA Benefits with Insight & Global Knowledge INDUSTRY LEADING MICROSOFT TRAINING Training with Global Knowledge means training with the best. We offer a comprehensive curriculum of Microsoft training courses taught by expert instructors in a variety of formats. LARGEST SCHEDULE OF ANY AUTHORIZED MICROSOFT LEARNING PARTNER & LARGEST NUMBER OF “GUARANTEED DATES” IN THE INDUSTRY Server 2012 • SCCM • SQL Server 2012 • CRM Dynamics • Exchange Server 2013 SharePoint 2013 • Azure • Visual Studio 2010 • Lync Server 2013 GET MORE WITH THE POWER OF 12 Connect with us today! 1.800.467.4448 • Ext 3448 • www.insight.com Traditional Classroom Private VirtualPrivate Onsite Live Extended Virtual Classroom Live Virtual Classroom 12 MONTHS of Online Student Mentoring & Chat Support 12 MONTHS Access to Microsoft Labs 12 MONTHS of Class Retakes, Unlimited Access Guarantee 12 MONTHS Access to Indexed Recordings of Virtual Classes $ Stretch your Training Dollars $ For every 4 SATVs you redeem with Insight and Global Knowledge, you will get 5 days of Microsoft Training! 4.H.f Packet Pg. 121 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications i ATTACHMENT A TABLE OF CONTENTS ATTACHMENT A: RESPONSE TO SCOPE OF WORK – QUALIFICATIONS ........................ 1 1. OVERALL COMPANY INFORMATION .................................................................... 1 1.1. Business Operations ..................................................................... 1 1.2. Key Personnel ............................................................................. 6 1.3. Account Management Team ......................................................... 14 1.4. Subcontractors ........................................................................... 17 2. COMPANY’S EXPERIENCE............................................................................... 17 2.1. Account Management. ................................................................. 17 2.2. License Management ................................................................... 20 2.3. Training ..................................................................................... 21 2.4. Software Advisement .................................................................. 22 2.5. Other (specify) ........................................................................... 24 3. CLIENTS .................................................................................................. 25 3.1. Provide information on Offeror’s current government client list. ........ 25 3.2. If Offeror has no government clients, note this in your response and answer questions 3.1.1 through 3.1.3 based on non-government clients. . 29 3.3. References ................................................................................. 29 4. FINANCIAL/ACCOUNTING INFORMATION AND DISCLOSURES .................................... 30 4.1. Proof of Financial Stability ............................................................ 30 4.2. Disclosures ................................................................................ 31 4.H.f Packet Pg. 122 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 1 Attachment A: Response to Scope of Work – Qualifications 1. Overall Company Information 1.1. Business Operations 1.1.1. Provide a Brief overview of business operations, with an emphasis on the provision of services as a Software Value-Added Reseller. Insight Enterprises, Inc. (“Insight Enterprises”) is a global provider of information technology hardware, software and service solutions to business and public sector organizations. Founded in 1988 and headquartered in Tempe, Arizona, Insight operates in 22 countries, serving clients in more than 200 countries worldwide, employing 5,400 teammates, and earning $5.3 billion in revenue in 2014. Insight Enterprises is ranked number 483 on the 2014 Fortune 500 and provides software lifecycle support for 80% of the Global Fortune 500 through its broad offering of hardware and software products with access to over $3 billion in virtual inventory, efficient supply‐chain execution, and customizable e‐commerce capabilities. In addition, Insight Enterprises is a global software reseller with extensive License Management Services, more than 2,300 product and industry certifications, partnerships with 5,000 manufacturers and publishers, and over 70,000 commercial and public sector clients globally. Insight Public Sector, Inc. (“Insight” or “IPS”), a subsidiary of Insight Enterprises, was incorporated in 1994 and is one of the nation’s leading technology partners to state government, local government, and education entities (“SLED”). Our experienced sales teams understand the unique needs of public sector customers, and we tailor our services to meet those needs. Insight’s vision is to build meaningful connections to help organizations run smarter. We act as an extension of your team with certified and experienced specialists, architects, consultants, and engineers for first-class service and support. Our values are as follows:  We exist to serve our clients  We respect each other  We develop and value our teammates  We act with integrity to promote our vision and our goals  We strive for operational excellence in all we do Our process knowledge & technical expertise allow us to assess, design & deploy IT solutions to help our clients enable, manage & secure their IT environments. Our product fulfillment & logistics capabilities, management tools & technical expertise make designing, deploying & managing IT solutions easier for our clients while helping them control their IT costs. Insight’s goal is to help customers streamline their procurement, integration, inventory management, deployment and maintenance processes to allow their IT Department to become more efficient while lowering acquisition and operation costs. With the continual emergence of new technologies & technology solution options in the IT industry, organizations continue to seek technology providers to supply value-added advice to help them identify and deploy IT solutions, rather than to just provide product selection, price & availability. 4.H.f Packet Pg. 123 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 2 Key Benefits NASPO ValuePoint, Participating States (“State”) and Purchasing Entities (“Entity”) receive when partnering with Insight as a software value-added reseller:  Highly Customized eCommerce System. Insight provides a secure customized web portal, providing specific standard manufacturer products, intelligent routing, customized approval processes, real-time and contract negotiated pricing, workflow, license tracking, proof of license, and on demand SIIA certified reporting.  Product Sourcing. Insight’s extensive sourcing capabilities provide our clients decreased delivery time frames and better allocation of products in times of product shortage.  Competitive Pricing. Insight will leverage our direct publisher relationships and buying power as a major corporation to offer all licensing programs while tracking milestones to allow States and Entities to take advantage of economies of scale. Our regularly scheduled review process allows us to report on our client’s spending trends and recommend specific opportunities for future cost reductions.  Reporting Capabilities. Extensive SIIA certified reporting capabilities enable the LSCA, States, Entities and Insight to manage and track the procurement process specific to each state and individual entity. Consolidated reporting is available to authorized administrators through the web portal. Additionally, Insight can provide customized reports to clients who may require specific reporting templates.  An experienced Account Management Team. Insight has a team that understands the complexity of public sector business in today’s technology procurement environment. The benefit to all NASPO ValuePoint States and Entities is that Insight has developed the teams and processes that are in place to manage the unique opportunities and challenges faced by state and local governments and educational institutions.  Insight’s Technical Expertise /Certifications. We continue to invest in our people, systems, certifications and portfolio of solution offerings around the world. Insight has more than 1,100 service professionals with over 2,500 technical certifications in products and technologies and broad expertise across virtually every vertical industry segment. Our technology practice solutions groups are made up of industry-, technical- and product- certified engineers, and specialists who are current on best practices and the latest developments in their respective practice areas and trends impacting the IT industry. Our technology practices bring deep technical skills in vital solution areas to help our clients implement strategic technologies.  License Tracking, License Proofs and Software Support Processes. Experience has taught us it is imperative for public sector clients to have tools in place that provide access to license tracking and license proofs. Utilizing experienced account management, specialized teams, Insight’s web portal, and reporting tools, Insight provides these valuable services. As part of Insight’s commitment to license tracking accuracy, we understand it may be required for us to work with computer hardware or equipment contractors. Our system has the capacity to do this and we have performed this service many times before. 4.H.f Packet Pg. 124 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 3  Breadth of Product. Insight represents thousands of publishers, with over 18,000 active publishers currently set up in our ERP system, allowing contract administrators to choose from a wide variety of software solutions as standards in each state. The breadth of publishers allows each State or Entity to streamline all software purchasing under one single contract. Software requirements are supported by Insight Account Team s, in-house software experts, and Partner Champions, giving clients direct access to the latest product and program information. Insight is confident that we meet and in fact exceed all requirements listed in the SOW. 1.1.2. Provide the following information using the format below. Insight Response: Provided below is the information requested in 1.1.2, numbers 1.1.2.1 – 1.1.2.8. Required Information Offeror’s Response 1.1.2.1 Offeror’s Full Legal Name Insight Public Sector, Inc. 1.1.2.2 Primary Business Contact Information Molly Randol, 480-333-3000 6820 South Harl Avenue, Tempe, AZ 85283; SLEDcontracts@insight.com, www.ips.insight.com 1.1.2.3 Date Company was Established April 19, 1994 1.1.2.4 Location Where Offeror is Incorporated Illinois 1.1.2.5 Ownership Structure Insight Public Sector, Inc. is a subsidiary of Insight Enterprises, Inc. 1.1.2.6 Office Locations See Map and Table Below 1.1.2.7 Organizational Chart See Organizational Chart Below 1.1.2.8 Contact Information for Individual(s) who is responsible for any clarifications or discussions regarding the submitted response Molly Randol Email: Molly.Randol@Insight.com Phone: 303-523-0904 Vanessa Deppisch Email: Vanessa.Deppisch@Insight.com Phone: 480-902-1055 Todd Sebring Email: Todd.Sebring@Insight.com Phone: 480-333-3082 4.H.f Packet Pg. 125 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 4 Figure 1: Insight U.S. Office Locations Office Location Address Contact Information Corporate Headquarters Tempe. AZ 6820 South Harl Avenue, Tempe, AZ 85283 1-800-467-4448 (800-INSIGHT) Insight Public Sector Atlanta, GA 500 Northridge Rd., Suite 325, Atlanta, GA 30350 678-823-4300 Austin, TX 2525 Brockton Drive, Suite 390, Austin, TX 78758-4411 1-800-467-4448 (800-INSIGHT) Chicago, IL 2250 Pinehurst Blvd. Suite 200, Addison, IL 60101-6100 800-888-5390 Boston, MA 1432 Main Street, Waltham, MA 02451 800-624-0503 Chantilly, VA 14520 Avion Parkway, Suite 310, Chantilly, VA 20151-1114 800-788-4688 Columbus, OH 2 Easton Oval, Suite 350, Columbus, OH 43219-6193 866-637-8680 McAllen, TX 2712 N. McColl, McAllen, TX 78501-5508 1-800-467-4448 (800-INSIGHT) Minneapolis, MN 6600 France Avenue S., Suite 350, Edina, MN 55435-1810 800-800-4394 New York, NY 1 Penn Plaza 19th Floor, Suite 1929 646-428-1400 Tampa, FL 2701 N. Rocky Point Drive, Suite 300, Tampa, FL 33607-5920 813-637-7000 Plano, TX 3480 Lotus Drive, Plano, TX 75075-7834 800-624-0503 Liberty Lake, WA 22721 E. Mission Ave., Liberty Lake, WA 99019-7504 800-735-0010 San Jose, CA 19225 Stevens Creek, Blvd., Cupertino, CA 95014 877-776-0610 4.H.f Packet Pg. 126 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 5 Figure 2: Insight Public Sector Organizational Chart 4.H.f Packet Pg. 127 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 6 1.2. Key Personnel –Provide the information, using the format below, regarding each Key Personnel for a resultant contract for items 1.2.1 through 1.2.5 Required Information Offeror’s Response 1.2.1 Name Bill Raitt 1.2.2 Position/Title and reporting responsibilities Field Market Manager – East 1.2.3 Years of industry experience 24 Years 1.2.4 Years in current position 4 Years 1.2.5 Proposed role relative to Offered services. Include the functions and tasks for which they will have prime responsibilities. As Manager of the Field Sales Team for SLED customers in the East Region, Mr. Raitt will continue to manage his team of Field Account Executives for the region. He is focused on working with the sales team and partners to drive sales under the contract in the region. He will support the business relationships with our current Participating States as well as all new relationships begun under the new contract. 1.2.6 In addition, provide a brief resume which contains education / credentials / certifications / employment Education: 1979, A.A., Business Administration, Northern Essex Community College, Haverhill, MA Experience: Since joining the organization in 2011, Mr. Raitt has supported Insight Public Sector in a market leader capacity for customers in the East Region. His professional experience includes inside sales account management, and inside sales team management 1.2.1 Name Kevin Hallihan 1.2.2 Position/Title and reporting responsibilities Field Market Manager – North Central 1.2.3 Years of industry experience 23 Years 1.2.4 Years in current position 14 Years 1.2.5 Proposed role relative to Offered services. Include the functions and tasks for which they will have prime responsibilities. As Manager of the Field Sales Team for SLED customers in North Central Region, Mr. Hallihan will continue to manage the team of Field Account Executives for the region. He is focused on working with the sales team and partners to drive sales under the contract in the region. He will support the business relationships with our current Participating States as well as all new relationships begun under the new contract. 1.2.6 In addition, provide a brief resume which contains education / credentials / Education: 1990 B.S., Political Science, Illinois State University, Normal, IL, Experience: Mr. Hallihan is a sales professional with over 23 years of experience in Information Technology sales. The 4.H.f Packet Pg. 128 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 7 certifications / employment majority of his career has been spent building relationships and sales in the public sector market including both SLED and Federal verticals. He has consistently met his sales goals, demonstrating his ability to deliver IT solutions that solve his clients’ business needs. 1.2.1 Name Tom Halberda 1.2.2 Position/Title and reporting responsibilities Field Market Manager – Texas, Oklahoma, Louisiana, Arkansas (TOLA) 1.2.3 Years of industry experience 33 Years 1.2.4 Years in current position 9 Years 1.2.5 Proposed role relative to Offered services. Include the functions and tasks for which they will have prime responsibilities. As Manager of the Field Sales Team for SLED customers in the Texas, Oklahoma, Louisiana, and Arkansas (TOLA) Region, Mr. Halberda will continue to manage the team of Field Account Executives for the region. He is focused on working with the sales team and partners to drive sales under the contract in the region. He will support the business relationships with our current Participating States as well as all new relationships begun under the new contract. 1.2.6 In addition, provide a brief resume which contains education / credentials / certifications / employment Education: 1980 B.A., Business Administration, Western Michigan University, Kalamazoo, MI Experience: Mr. Halberda’s areas of expertise include Public Sector sales management; product management marketing; budget development and expense control; business plan development and channel distribution strategies. He has extensive executive level SLED sales experience. 1.2.1 Name Brian Louderback 1.2.2 Position/Title and reporting responsibilities Field Market Manager – West 1.2.3 Years of industry experience 16 Years 1.2.4 Years in current position 7 Years 1.2.5 Proposed role relative to Offered services. Include the functions and tasks for which they will have prime responsibilities. As Manager of the SLED Field Sales Team for SLED customers in the West Market, Mr. Louderback will continue to manage the team of Field Account Executives for the territory. He is focused on working with the sales team and partners to drive sales under the contract in the Market. He will support the business relationships with our current Participating States as well as all new relationships begun under the new contract. 1.2.6 In addition, provide a brief resume Education: 1999 B.S., Marketing, Arizona State University, 4.H.f Packet Pg. 129 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 8 which contains education / credentials / certifications / employment Tempe, AZ, Experience: Mr. Louderback has served as a member of the Insight Public Sector team for over 16 years. His career at Insight has included various sales roles within the IPS organization to include inside/outside sales, marketing, P&L management, general management, and channel and partner management. 1.2.1 Name AJ D’Agostini 1.2.2 Position/Title and reporting responsibilities Inside Sales Manager - East 1.2.3 Years of industry experience 17 Years 1.2.4 Years in current position 2 Years 1.2.5 Proposed role relative to Offered services. Include the functions and tasks for which they will have prime responsibilities. As Manager of the SLED Inside Sales Team for SLED customers in the East Market, Mr. D’Agostini will continue to manage the team of Inside Sales Account Executives for the territory. He is focused on working with the sales team and partners to drive sales under the contract in the Market. He will support the business relationships with our current Participating States as well as all new relationships begun under the new contract. 1.2.6 In addition, provide a brief resume which contains education / credentials / certifications / employment Education: 1992 B.A., Sociology, Arizona State University, Tempe, AZ Experience: Mr. D’Agostini has over 17 years of sales experience in the Information Technology industry. He has supported IPS throughout his entire tenure at Insight. His strong understanding of IPS processes and offerings in combination with his understanding of the public sector contract landscape, enable him to effectively manage the sales team in the East region. By knowing how to work with the various departments within Insight and the various branches, he is able to successfully support cross functional sales in order to support customers’ business needs. 1.2.1 Name Dave Deppisch 1.2.2 Position/Title and reporting responsibilities Inside Sales Manager – Central 1.2.3 Years of industry experience 18 Years 1.2.4 Years in current position 16 Years 1.2.5 Proposed role relative to Offered services. Include the As Manager of the SLED Inside Sales Team for SLED customers in the Central Market, Mr. Deppisch will continue to manage the team of Inside Sales Account Executives for the territory. He is 4.H.f Packet Pg. 130 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 9 functions and tasks for which they will have prime responsibilities. focused on working with the sales team and partners to drive sales under the contract in the Market. He will support the business relationships with our current Participating States as well as all new relationships begun under the new contract. 1.2.6 In addition, provide a brief resume which contains education / credentials / certifications / employment Education: 1995 B.A., English, Miami University, Oxford, OH Experience: Mr. Deppisch joined Insight in 1997 and since then he has exclusively supported Insight’s SLED customers in both account management and sales team management capacities. He is a strong leader who is dedicated to developing his sales team’s sales skills in order to drive new business and provide support that results in customer satisfaction. He has demonstrated success utilizing public sector contracts and has a strong understanding of contract rules, regulations, and usage. 1.2.1 Name Steve Smith 1.2.2 Position/Title and reporting responsibilities Inside Sales Manager - West 1.2.3 Years of industry experience 16 Years 1.2.4 Years in current position 5 Years 1.2.5 Proposed role relative to Offered services. Include the functions and tasks for which they will have prime responsibilities. As Manager of the SLED Inside Sales Team for SLED customers in the West Market, Mr. Smith will continue to manage the team of Inside Sales Account Executives for the territory. He is focused on working with the sales team and partners to drive sales under the contract in the Market. He will support the business relationships with our current Participating States as well as all new relationships begun under the new contract. 1.2.6 In addition, provide a brief resume which contains education / credentials / certifications / employment Education: 2008 B.A., Interdisciplinary Studies, Arizona State University, Tempe, AZ Experience: Mr. Smith has over 16 years of experience in the IT industry, 15 of which have been spent supporting public sector customers in some capacity. His career experience includes employment with IBM Direct, Lenovo Direct, Toshiba, and HP. In his current role, he manages an eleven-person Inside Sales Team that supports customers in Pacific Northwest and Southwest regions. His extensive knowledge of the public sector, and knowing how to work directly with manufacturers in order to meet each customer’s needs, makes Mr. Smith a highly effective member of IPS. 1.2.1 Name Mike Evans 1.2.2 Position/Title and reporting responsibilities Inside Sales Manager – Education K-12 4.H.f Packet Pg. 131 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 10 1.2.3 Years of industry experience 15 Years 1.2.4 Years in current position 2 Years 1.2.5 Proposed role relative to Offered services. Include the functions and tasks for which they will have prime responsibilities. As an Inside Sales Team Manager, Mr. Evans focuses on managing the Inside Sales Account Executives who solely support K-12 customers. He will continue to manage the team of Inside Sales Account Executives for the territory. His focus is on working with the sales team and partners to drive sales under the contract in the market. He will support the business relationships with our current Participating States as well as all new relationships initiated under the new contract. 1.2.6 In addition, provide a brief resume which contains education / credentials / certifications / employment Education: Coursework at the University of Phoenix and Austin Community College Experience: After spending four years in the U.S. Army and National Guard, Mr. Evans began his career in the IT Industry. His experience includes employment in a sales capacity with both IT OEMs and Value Added Resellers, all of which was centered on Public Sector customers. He has a strong track record of successfully managing his teams and ensuring that his team has adequate coverage to support all of the team’s customers. He has served as both a Regional Sales Manager as well as his currently held National Sales Manager position, serving K-12 entities across the U.S. 1.2.1 Name Todd Sebring 1.2.2 Position/Title and reporting responsibilities Director of Compliance, SLED 1.2.3 Years of industry experience 23 Years 1.2.4 Years in current position 10 Years 1.2.5 Proposed role relative to Offered services. Include the functions and tasks for which they will have prime responsibilities. As the Director of SLED Compliance for IPS, Mr. Sebring will continue to manage all contract compliance activities and proactively mitigate any contract risk. He has overall responsibility and oversight of the compliance team which is tasked with ensuring Insight meets compliance requirements including, but not limited to, contract pricing, eligibility, and reporting. He will use his current contract compliance knowledge as well as ensure that Insight meets any new areas of contract compliance. He will remain the prime business owner related to the development of IPS’ Contract Module within Insight’s ERP system to further enhance Insight’s compliancy capabilities. 1.2.6 In addition, provide a brief resume which contains Education: 1992 B.A., History and Political Science, University of Central Florida, Orlando, FL Experience: For over 17 years, Mr. Sebring has supported 4.H.f Packet Pg. 132 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 11 education / credentials / certifications / employment Insight’s Public Sector customers through various roles within the organization. He has served as an Inside Sales Manager for Florida; SLED East Region Business Development Manager; National Business Development Manager for SLED; Senior Strategy Development Manager; and Senior Manager of Compliance. He has a great deal of expertise in SLED contracts, negotiations, terms and conditions, compliance, audits, contract management, IT systems, as well as partner teaming and dealer programs and agreements, all of which allow him to ensure compliance with IPS contracts . 1.2.1 Name Pam Potter 1.2.2 Position/Title and reporting responsibilities Manager, SLED Compliance 1.2.3 Years of industry experience 15 Years 1.2.4 Years in current position 2 Years 1.2.5 Proposed role relative to Offered services. Include the functions and tasks for which they will have prime responsibilities. As the Manager of Compliance for IPS’ SLED contracts, Ms. Potter is responsible for working directly with the NASPO ValuePoint organization and state procurement offices to ensure that Insight is properly administering the Master Agreement and Participating Addendums. She will remain responsible for this relationship under the new contract. 1.2.6 In addition, provide a brief resume which contains education / credentials / certifications / employment Education: 1976 B.A., General Business, Junior Valley College, San Bernardino, CA Experience: Ms. Potter has over 15 years of industry experience supporting Public Sector sales activities. Her experience in supporting Insight’s Public Sector business is comprised of various roles to include Contract/Proposal Specialist, Proposal Manager; Federal Contract Compliance Manager; and SLED Contract Compliance Manager (current role). She is responsible for the day-to-day management of IPS’ SLED contracts. Management includes communicating with Contracting Officers; updating customer and sales price lists; adding and deleting products from the contract; contract performance reviews; and customer reports. Ms. Potter possesses strong communication skills and displays a passion for ensuring IPS remains in compliance of contract requirements as well as maintaining satisfied customers under the contract. 1.2.1 Name Vanessa Deppisch 1.2.2 Position/Title and reporting responsibilities Manager of Software Specialty Sales, IPS Software Market 4.H.f Packet Pg. 133 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 12 1.2.3 Years of industry experience 14 Years 1.2.4 Years in current position 3 Years 1.2.5 Proposed role relative to Offered services. Include the functions and tasks for which they will have prime responsibilities. Ms. Deppisch is responsible for driving software sales for IPS’ business. She does so by managing a team of software account executives who provide expertise and support in the area of software to Insight’s Public Sector account executives in both the Field and Inside Sales. 1.2.6 In addition, provide a brief resume which contains education / credentials / certifications / employment Education: 2000 B.S., Animal Science, Washington State University, Pullman, WA Experience: For over 13 years Vanessa has been connected to software sales whether in a direct sales role, sales management or specialty sales capacity. To the organization and the IPS team, she brings excellent knowledge of Microsoft and other major software publishers’ products and licensing programs. The majority of her experience has included supporting state, local, education, and federal customers. 1.2.1 Name Molly Randol 1.2.2 Position/Title and reporting responsibilities Manager, SLED Business Development 1.2.3 Years of industry experience 20 Years 1.2.4 Years in current position < 1 Year 1.2.5 Proposed role relative to Offered services. Include the functions and tasks for which they will have prime responsibilities. Ms. Randol’s role in the organization will have her working directly with state procurement offices to educate them on Insight’s NASPO ValuePoint contract. She will assist participating states and individual entities throughout the addendum signing process, ensuring each PA is executed smoothly. She will be a dedicated point of contact for states and entities interested in and going through the sign up process. 1.2.6 In addition, provide a brief resume which contains education / credentials / certifications / employment Education: 1983 B.A., Business Economics, College of Wooster, Wooster, OH Credentials/Certifications: Purchasing Management Certificate, University of Colorado at Denver Experience: Ms. Randol has over 20 years of experience in the higher education, computer, and government procurement industries. She joined Insight Public Sector in 2015 to serve as an integral part of the contract procurement process. Ms. Randol brings with her experience in developing strong business relationships with partners, vendors, and customers through purchasing roles. Her professional background is rich in technical strategic sourcing activities, which include 4.H.f Packet Pg. 134 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 13 conducting solicitations, evaluations and awards resulting in Price Agreements for goods and services available to State Agencies and other government entities. 4.H.f Packet Pg. 135 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 14 1.3. Account Management Team – Provide a description of the responsibilities of the dedicated account management team(s) that would be assigned to each Participating State under resultant contract. Include a description of how the account management structure ensures that service will continue despite vacations, illness, other absences or resignations. Account Team for the NASPO ValuePoint SVAR Contract Insight’s account management model integrates a deep footprint of field and inside sales executives, solution consultants, and operational resources across the United States. Our account management approach ensures that all States and Entities have the expert support required throughout the entire Software Lifecycle. We work with clients to examine the IT challenges and landscape of their organization and offer solutions across a broad range of software publishers. We have an objective point of view to provide clients with a cross-brand solution tailored to the needs of their organization. State Specific Resources Each State and Entity will be assigned a dedicated account team that possesses the knowledge and expertise needed to support the individual requirements of the organization. By using this teamed methodology we eliminate the possibility of delays in services caused by vacations, illness, or change of personnel. The Account Team will be comprised of: Account Executive: The Account Executive (“AE”) for each State or Entity will be the State’s or Entity’s single point of contact for the management of their account. AEs will coordinate communications with all shared resources within Insight to ensure that we are matching our solutions to the specific objectives and needs of the client. They will be fully aware of all aspects of the relationship and are backed up by an Inside Sales Team. AEs will be responsible for conducting quarterly business reviews and providing information , such as quote assistance, software recommendations, and tracking and reporting on renewal deadlines, to keep each client’s business current. They act as escalation points to ensure complete satisfaction with our services. To ensure that States and Entities receive the most out of their IT purchases, AEs meet with key personnel to review account details, coordinate implementations and rollouts, monitor requirements, and promptly resolve service issues to ensure complete satisfaction. Insight commits to returning phones calls or responding to emails within two (2) business days. Software Account Executive: Each State or Entity will be supported by a Software Account Executive who takes the lead on complex licensing programs and is the State’s or Entity’s point of contact for the software specialty teams within Insight. Software roadmaps, special paperwork for one-off deals, arranging software publisher meetings and providing advice on everything software an organization may require are all handled by our Software AEs. Experience has shown us that there is tremendous value in having a dedicated expert who specializes in software products and programs that solve a wide variety of clients’ challenges. Inside Sales Team: A Dedicated Inside Sales Team is responsible for the daily management of a State’s or an Entity’s accounts. AEs are backed by knowledgeable inside sales team members who provide prompt customer service and support, including timely quotes as defined in 3.2.1.7.3 of the SOW. These representatives are well trained, hold numerous certifications, and understand the nuances of each account. To ensure continued satisfaction, we hold internal team meetings to share account requirements. They are well qualified to answer front line questions on “[Account Executive], as our point person for information, always ensures quality of service and is relentless at making sure we are satisfied.” - County Master Microsoft Administrator 4.H.f Packet Pg. 136 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 15 the IT products and services that we offer. They can support all general price quote requirements to include negotiating with publishers to reduce reseller cost in order to pass on the cost savings to the client. In addition to having direct access to the AE, Insight sets up unique team email aliases so that a client can be assured of a response in the event the Account Executive is unavailable. This alias mitigates any disruption in service or ordering activity. For example, Colorado purchasers can email the “State of Colorado” alias in order to connect with a member of the account team. Inside Sales teams are committed to promptly answering requests for:  Ordering and order status  Product pricing, information & availability  Help with Insight online catalog and order management website  Quality check, process and follow up of orders  Quotes delivered by fax, email, or online with a 30-day guarantee Quoting and ordering follow this process:  Odd product searches & sources  Volume licensing information  New version & upgrade information  Handling invoicing queries  Backorder management  Telephone and e-mail support  Liaising with all departments to ensure prompt customer issue resolution 1. Authorized users may place order and quote requests by phone, fax, mail, e-mail (direct or 800-INSIGHT), or through our customizable Web portal at ips.insight.com. 2. Once we receive your order it goes through a customer validation, P.O. quality check, a price check, and a product check via our backorder management process. 3. The order is then placed in the system and sent to the appropriate distributor or publisher for that product and an order confirmation is sent to the user via e-mail. 4. The system is updated with distribution information such as ETAs (Estimated Time of Arrivals) and PODs (Point of Delivery). 5. Customized reports, license proofs, management of returns, and invoice queries are available to you either online or through your Inside Software Sales team to help with compliancy. 6. Product/ Key code is then delivered to the name and location you have specified at the time of order entry. 7. Insight’s ordering processes and procedures comply with the media, delivery, product returns, and shipping charge requirements in 3.2.1.8.1-4 in the SOW. No online purchases made with a credit card will be subject to a credit card fee 4.H.f Packet Pg. 137 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 16 Account Team Commitment Insight Account Teams are committed to ensuring our client’s complete satisfaction with our services. We help our clients make the right product decisions to fit their needs, offering high quality client service and solutions to maximize the return on technology i nvestments made through the contract. The Insight Account Team’s dedicated approach to account management and client satisfaction philosophy is unparalleled in the industry. Our dedicated Account Teams go the extra mile for our customers. They are committed to honoring and providing competitive pricing as well as exemplary service. These teams are an extension of our client’s organizations. A State’s or Entity’s assigned AE will look out for their best interests and ensure that all Insight teammates are ed ucated on our service commitments and responsibilities to every account. We understand the challenges of our clients and can help them with their software procurement and management efforts. Listed below are some of the team’s objectives:  Offer recommendations on licensing that fits a changing environment;  Assist in negotiation of publisher contracts from a business requirement perspective;  Assist in negotiation of creative pricing models with publishers, i.e., Volume License Agreements, a la carte or upfront purchases, locked pricing for future purchases, maintenance payments, etc.;  Assist in managing contracts and publisher benefits; provide comprehensive license and pricing analysis options;  Assist in evaluating ROI for specific IT projects; negotiate co-term renewals when appropriate;  Set up publisher meetings with business owners when appropriate; and Figure 3 Insight Order Process 4.H.f Packet Pg. 138 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 17  Work with publishers that are generally direct so that business can be processed through Insight allowing us to capture and manage license compliance and maintenance renewals for these publishers. Quarterly Business Reviews (“QBR”) Included in the value Insight AE’s provide our clients is a scheduled quarterly business review with each client to ensure the State or Entity does not miss any deadlines as well as to explore any opportunities as they pertain to the organization’s software licensing. This review is used at the end of the quarter for review of business activities and performance measurements during the past quarter and to prepare initiatives for the upcoming quarter. Actual costs and savings opportunities are discussed during this briefing. Agenda items to be covered may include, but are not limited to:  Purchase activity year-to-date  Current and future projects  Forecasting  Open forum to discuss any issues  Review expectations of both the participating state and Insight  Support and maintenance renewals  New software versions or other product changes These status meetings give Insight a scheduled and structured process to maintain the lines of communication with our clients. The figures and graphics consolidated and presented in the QBR will help us understand the client’s needs, keep us on track by reviewing SLA attainment and give clients the opportunity to determine issues, forecast product requirements or discuss new projects. Utilizing individual participants’ roadmaps and known publisher roadmaps, Insight can create analysis providing options for future budgeting and maximizing the participant’s current environment. 1.4. Subcontractors – Provide the following information for items 1.4.1 through 1.4.3, using the format below, for any subcontractors you propose to use. Insight Response: At this time, for this opportunity, Insight does not foresee utilizing any subcontractors. Please note Insight does not consider software publishers to be subcontractors under this contract. 2. Company’s Experience Describe the Offeror’s experience and expertise providing the following services: 2.1. Account Management (assume ‘accounts’ as equivalent to a state contract, and to a using municipality). Account Management: As described above, Insight’s account management model integrates a deep footprint of account executives, inside sales consultants, and operational resources across the United States. Our account management approach ensures that all States and Entities have the expert support required. We will continue to work with them to examine the IT challenges and landscape of their organization(s) and offer solutions across a broad range of software publishers. Our agnostic approach to multiple publishers provides each State or Entity with deep Figure 4: Cost Analysis for Client Roadmap Activities 4.H.f Packet Pg. 139 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 18 knowledge allowing them to utilize the contract for all software programs, which provides the benefit of customizing solutions for each individual participant’s requirements. Experience has taught us that the complexity of software requires multiple experts who have a sole focus on a specific aspect of each solution. Insight’s response to our clients’ needs has been to develop teams for each of these key areas (for example, renewals, complex license consulting, and required publisher paperwork, etc.). Every client will have access to these shared resources which are detailed below. Shared Resources Licensing Consultants: The Insight Account Team works with the client and our License and Software Specialty Teams to derive a current and ongoing licensing strategy for their software products based upon their software portfolio and anticipated business needs. The goal is to reduce ongoing software spend while maintaining compliance and adequately serving the needs of the client’s organization. We guide our clients through the necessary steps to trim per-unit prices, standardize software products, and find opportunities to take advantage of volume license and maintenance agreements. The result is a more simplified software management process. For Microsoft specifically we have specialists who manage Software Assurance Benefits and the Volume Licensing Service Center (VLSC) website. Insight has more than 25 years of experience with software licensing. Our account executives help our clients conquer the complexities of volume licensing by guiding them through each step of the software lifecycle—enabling them to develop a software management strategy that keeps them legally compliant and boosts their return on investment. Insight clients have access to software and licensing program solutions from thousands of software publishers, leveraging our longstanding publisher relationships to negotiate the best deals possible for their organization. In addition, we can manage and track non-standard software license agreements, reducing the risk, overhead, and delay associated with acquiring and maintaining software from emerging publishers. Renewal Team: Insight has significantly invested in resources to strengthen its Renewal Team. This team has close relationships with the publishers and is focused on aiding clients with publisher renewals. They have tools and resources needed to help manage software assets by combining client assets from multiple orders into co-term agreements. They also send renewal notifications well in advance of the coverage ending date in order to ensure our clients have ample time to prepare for renewals. “I wanted to send a note to let you know that I think you guys are the BEST! Whenever I have a question about purchasing, version compatibility, licensing, reporting, or really any issue that may arise, all I have to do is ask and you find out the answer. I can’t tell you how much I appreciate your efforts and your knowledge. I rely on that knowledge and we use it to make purchasing decisions for our municipality.” -County IT Administrator 4.H.f Packet Pg. 140 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 19 Partner Champions: Our Partner Champions, whose positions are each partially funded by the associated software publisher, are in-house to administer our relationships with these publishers. They help us in providing our clients with timely communication regarding product releases, volume license program changes, technology guarantees, proactive contract expiration information, and special offers available directly through the publishers. These specialists assist us with customer issue escalation and resolution, technical product knowledge, vendor licensing program expertise, and more. They hold the highest levels of certification offered by the publishers and are available free of charge to offer pre -and post- sales support on the software product and licensing solutions present in our client’s environments. A list of software partner champions by publisher is provided below. Adobe Attachmate Autodesk CA Citrix Dell Software HP Software IBM Software LANDesk McAfee Microsoft Novell Oracle Quest Red Hat RSA Security SAP BusinessObjects Symantec Trend Micro VMware Websense Contract & Maintenance Services: Insight monitors our client’s volume purchasing contracts with software publishers and, on a quarterly basis, notifies them of any approaching expiration dates to ensure that they have time to prepare for renewals and new agreements. We use our database of customer contracts to track milestones, or current standings in relation to commitments, and advise our clients on their options for staying compliant with forecasts. We’ve developed an internal tool that allows us to track expiring enrollments, as well as contractual and transactional maintenance by expiration date to help clients stay current and legal with their software license and maintenance agreements. Contract Compliance Team: Insight assigns a contract manager to ensure we maintain compliance with Public Sector client contracts. The contract manager is responsible for the day- to-day management of SLED contracts, including interaction with client contract administrators, negotiations of new contracts and renewals, contract reviews, etc. The contract manager performs internal audits of current contracts to ensure terms and conditions and pricing compliance, and trains sales teams on the contract specifics and intricacies to ensure knowledge and compliance. The contract manager works with other contract compliance team members to ensure contract and pricing is set up correctly in Insight Public Sector’s SAP contract module in our ERP system, and reviews the contracts on the ips.insight.com website to make sure all information is accurate and up to date. CLEAR Advantage Team: The CLEAR Advantage team offers a Software Lifecycle Management approach to managing our clients’ software license agreements. Focusing primarily on Microsoft, individuals on this team provide pre-sales guidance and consultation to meet product requirements and remain compliant. Some of the deliverables available to States and Entities include Microsoft six-year forecasting and program comparison. “The entire team has been very responsive to the County’s ever changing needs and has demonstrated a great understanding of Microsoft licensing. They have really helped navigate the licensing waters with MS and provided us with exactly what the County needs as far as licensing and support.” -County IT System Manager 4.H.f Packet Pg. 141 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 20 Cloud Team: The Cloud Team at Insight has over 10 years of cloud experience and partnerships with cloud providers. The team currently manages over 7 million cloud seats with over 37 available product options. This team provides expert cloud support in the areas of hybrid cloud, office collaboration, mobility, data protection and security, professional services, and Office 365 All -In- One bundles. The Cloud Team will be available to help Participating States and individual entities utilize the cloud through their participating addendums. eCommerce Team: Insight has a dedicated team of skilled specialists who have working knowledge in many e-procurement systems. Insight’s dedicated eCommerce team will work with the LSCA, States and Entities to discuss customized web requirements and will tailor the features to maximize web efficiency for every participant. This process ensures that all implementations make the most of our capabilities and meet the client’s current and future needs. The end result is a dynamic system that provides the greatest return on their investment. Business Development Management (“BDM”): Insight’s BDM Team focuses on developing business within the Public Sector. This team will be responsible for working directly with the NASPO ValuePoint office alongside our Contract Complian ce Team to ensure we are meeting the contract’s business requirements. Working directly with state procurement offices and entities, this team will communicate with prospective states and entities to make them aware of Insight’s NASPO ValuePoint contract, highlighting the features and benefits of the contract in an effort to lead to a signed Participating Addendum. 2.2. License Management As a free service to Participating States, Insight account teams guide all contract users through the necessary steps to trim per-unit prices, standardize software products, and take advantage of contracts available through NASPO ValuePoint. We work with our clients throughout the entire software lifecycle, from selection to license management. We monitor their purchases, provide software renewal support and SIIA-certified reports, helping them become and remain compliant within the terms of their software agreement, while maximizing the benefit of their software to provide services to their stakeholders. We have branded this solution as Clear Advantage. We’ll help States and Entities select, acquire, deploy and support their technology needs. Aligned with each stage are our value-added services and software solutions that ensure success at every step — from planning and deploying to operating and refreshing. That’s Insight’s clear advantage.  Software licensing: We’ll assess the business goals of the organization and develop a volume licensing strategy that helps them purchase efficiently and meet their objectives.  Implementation: With operations centers across the U.S., we can help the organization get started and keep them running — no matter where they’re located.  Asset management: We provide valuable compliance support, on-demand reporting, dynamic tracking, audit support and accurate record management. License Proofs: 4.H.f Packet Pg. 142 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 21 Insight is one of the few resellers to provide license proofs online where our clients can easily obtain them as a self-service. Our online License Proof-of-Purchase certificates list the licenses our clients own by program name, manufacturer part number, enrollment number, invoice number, purchase order number, purchase date & quantity purchased. License Proofs can be issued for any program to help account for the software licenses users have purchased and reconcile that number with the licenses they have deployed on their desktops. In addition to the self-service option, Insight retains copies of license proofs by attaching them to the order associated with the license in our ERP system. A duplicate copy can be provided in under an hour after reaching out to the applicable sales team. Renewal Team: Insight has heavily invested in significant resources to strengthen its Renewal Team. This team has close relationships with the publishers and is focused on aiding users with publisher renewals. They have tools and resources at hand to help manage software assets by combining our clients’ assets from multiple orders into co-term agreements. They also send renewal notifications well in advance of the coverage ending date in order to ensure our clients have ample time to prepare for renewals. License Consulting Services: Insight’s Account Team works with our clients and our License and Software Specialty Teams to derive a current and ongoing licensing strategy fo r the client’s software products based upon their software portfolio and anticipated business needs. The goal is to reduce the client’s ongoing software spend while maintaining compliance and serving the needs of the organization. 2.3. Training Insight is committed to providing Participating States and Purchasing Entities with education and advice on OEM licensing, product and pricing changes, and upcoming end-of-life announcements. To keep our customers informed and up-to-date, we offer:  Professional Development Training: Insight has partnered with Global Knowledge, a leading provider of IT training, to provide SKU’d services and additional value add. Details of these training enhancements are provided in the additional documentation.  Keeping the State Updated on Revised Plans: After contract award, the Insight Account Executive will create an individual state or entity plan based on specific participant requirements, and as needed, will provide a copy of any revised plans to the State’s or Entity’s Contract Administrator. During regularly scheduled business reviews, we will keep each State or Entity informed and up to date. Insight is committed to providing the State with education and advice on OEM licensing; product, program and pricing changes; and upcoming product end‐of‐life announcements.  Online and Onsite Seminars and Training: Insight conducts informational seminars and webinars to introduce States and Entities to new IT products, answer their IT questions, and provide best-buy advice. Insight offers free training to States and Entities on the use of our online tools, products, and licensing programs. This training can be delivered both onsite through seminars and through a series of webinars targeted to users’ needs. We also provide free training in cooperation with Microsoft. You may choose from a variety of complimentary seminars on the latest software offerings, upgrades, and Self-Service License Proofs are beneficial to organizations that don’t have a central repository to store license proofs 4.H.f Packet Pg. 143 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 22 industry trends. We will also notify you about free web seminar series designed to help educate your users. Insight works with other publishers to coordinate any applicable training for end-users.  Program Review Sessions: Licensing programs are ever changing and Insight offers detailed program review sessions with custom cost analysis to help States and Entities make informed decisions about new agreement releases or changes to existing platforms. We recently began sessions around the new Microsoft programs. These sessions cover everything from licensing to contractual terms and conditions, as well as technical meetings where appropriate.  Website Training: We provide free training on how to take advantage of the customized website and software catalog, through both live demonstrations with one of Insight’s eCommerce Specialists and web-based training that focuses on the features that will help our clients’ staff maximize the benefits of their web experience. 2.4. Software Advisement For more than 25 years, Insight has been providing clients with access to expert volume license and software consulting. Insight understands the importance of open communications to help you manage your business and ensure your ongoing satisfaction with our services. In sight is committed to providing:  Guidance toward the right software based on specific organizational needs  Options and comparisons for both product and programs with recommendations on the findings  Simplification of the complexity around licensing programs  Help determining the most cost-effective buying strategies  Assistance to ensure compliance with contract and licensing requirements  Changes in product and pricing including notifications Sales Support: We provide this support through pre-sales, post-sales, and product support for all of the software publishers that we sell. Our AEs will work with States and Entities throughout the entire software lifecycle to ensure they have the support they need by working with our extensive resources who serve as a liaison between the State or Entity and individual publishers. These resources include Inside Software Solutions Representatives who ensure their day-to-day needs are met, publisher sales specialists, licensing specialists, renewal specialists, and eCommerce specialists. Inside Software Sales: As a free service to our clients, our license-certified Inside Software Sales Representatives act as a first line of technical support for frequently asked questions from end users. They are highly-trained experts on software products and programs and are supported by our publishers’ sales specialists and Licensing Help Desk. Through their dedicated account team, they have access to these resources for questions on publishers’ products and programs. CLEAR Advantage Team: Our licensing specialists understand the nuances of every licensing program that we offer. They handle complex licensing questions such as how to work with special “I just wanted to let you [Account Executive] know that we have been very satisfied with the service we’ve received from Insight over the last several years. The customer service team has been very helpful in answering questions and providing information regarding software licensing programs, manufacturer’s promotional offers, etc.” -County Purchasing Agent 4.H.f Packet Pg. 144 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 23 program offers, how to handle several contracts that expire at different times and what the best plan is for going forward. New Product Announcements, Roadmaps, Newsletters, and Other Release Information: Insight proactively provides our clients with new and upcoming product and price changes, roadmaps, and new release information during regularly scheduled business reviews, through regular e-mail broadcasts to their organization, and via web-based licensing seminars. Our close relationships with software publishers and other OEMs allow us to obtain the latest product and program information that we proactively share with them. Program Review Sessions: Licensing programs are ever changing and Insight offers detailed program review sessions with custom cost analysis to help our clients make informed decisions about new agreement releases or changes to existing platforms. We recently began sessions around the new Microsoft programs. These sessions cover everything from licensing to contractual terms and conditions, as well as technical meetings where appropriate. Software Alerts & Publisher Links: Software Alerts are posted on the homepage of the customized ips.insight.com web portal for updated product and program information. Authorized users have direct access to publishers’ websites to help them find software patches and drivers available for download and quickly obtain product updates and end -of-life announcements. 4.H.f Packet Pg. 145 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 24 2.5. Other (specify) We believe our experience with public sector clients is the foundation for bringing additional value to all States and Entities. Because Insight understands the special requirements of Procurement and IT in each State and Entity we are able to consistently partner with clients to design and provide the solutions they need to resolve the myriad of challenges they face when doing business in the public sector. NASPO Clients’ locations are already set up in our systems and we have dedicated teams and proven processes established to provide the support that their entities require. With this knowledge we will partner together to conquer even more complex IT projects. Cost saving through vendor consolidation, the rise of doing business in the cloud, and the convergence of new devices and software have becom e today’s IT management challenges. Nowhere is this felt more acutely than in the public sector, where clients have to balance restricted budgets and security concerns while offering efficient high technology solutions to the taxpayer. Insight provides solutions with a methodology that encompasses the complete software lifecycle management. We have branded this methodology the CLEAR Advantage Program™. It begins with license consulting and provides all the tools and information any State or Entity will need to maximize their software spend and environment. We have detailed each specific benefit throughout our RFP response where appropriate. 4.H.f Packet Pg. 146 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 25 Onboarding new NASPO ValuePoint Participants Insight has extensive experience in successfully launching new cont racts. Our contracts management team uses a specific methodology that has allowed us to successfully launch hundreds of contracts, including some of the largest contracts in the federal, state, local and education marketplace. We believe our approach ensur es each customer receives the best possible care during the launch experience. Given the nature of this specific scenario, Insight will establish an internal working team consisting of key sales management resources, operations support management, the software licensing team, contract management, and our marketing and web teams to ensure all aspects of the contract launch are identified and correctly followed through. This working team will be led by a seasoned member of the Software program management team. 3. Clients 3.1. Provide information on Offeror’s current government client list. 3.1.1. Explain the services provided to each and how long Offeror has been working with each. Insight Response: Insight is one of the largest technology providers to public sector entiti es in the United States selling more than $1 billion of products and services to federal, state, and local government and education clients annually. Since 1994, we have worked with tens of thousands of government and education clients throughout every Sta te in the country. Specific to our SLED business, during the last 12 months, Insight has:  Supported more than 5,000 active SLED public entities in the United States as clients  Transacted business with 47 out of the 51 state governments, including D.C.  Sold more than $100M of technology products & services to state government entities alone  Managed 150 public sector contracts across 32 different states  Managed over 3 million seats in SLED  Held 177 Microsoft EAs and 256 Microsoft Select Plus agreements in the state and local government space One of Insight’s strengths is our ability to adapt to both changing technologies, as well as our clients’ needs. As one of the world’s largest software providers, Insight has extensive experience in providing software to clients throughout the country. We are currently a state software contract holder for one or more publishers in Colorado, California, Delaware, Florida, Hawaii, Illinois, Iowa, Massachusetts, Mississippi, Missouri, Nevada, New Jersey, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Wisconsin, and Wyoming. 3.1.2. List government contracts Offeror has gained over the past three (3) years. Provide an explanation of why Offeror was chosen. Insight Response: Over the past three years Insight has been awarded 11 software-centric contracts, including the current NASPO ValuePoint Software VAR (formerly WSCA-NASPO) contract, across SLED, in addition to several hardware-specific contracts. We have elected to provide a list of these contracts that demonstrates we have the relationships with publishers/manufacturers and support services needed to successfully procure competitively priced software and hardware. Should further confirmation of Insight’s experience in the area of software provisioning be needed, we would be happy to provide additional information. 4.H.f Packet Pg. 147 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 26 State of Arizona, NASPO ValuePoint (Formerly WSCA-NASPO) Software VAR Software Value Added Reseller Services Start Date: 6/3/11 Contract #ADSPO11- 00000358-2 Insight was one of three VARs awarded the software contract in 2011. Insight signed Purchasing Addendums with California, Colorado, Delaware, Hawaii, Missouri, Nevada, Utah, Wyoming, The following are with individual entities, City of Philadelphia, University of North Carolina at Chapel Hill, County of Miami Dade. State of Arizona Network Equipment and Services Start Date: 5/11/12 Contract #ADSPO12- 024652 Insight was re-awarded a Network Equipment contract with the State of Arizona to provide Cisco, HP, Juniper, Syn-Apps, and Tipping Point networking products and services. Insight has been an incumbent contract holder since 2006. State of Iowa COTS Software Start Date: 6/1/12 Contract #4276-12 Insight was awarded the State’s COTS software contract which has a broad scope encompassing all software publishers. The contract is available to all public sector entities within the state of Iowa. Insight has been the incumbent contract holder for over 10 years. State of Minnesota Computers: Enterprise Hardware, Software & Services Start Date: 7/1/12 Contract #48192 Insight was awarded a contract with the State of Minnesota to provide computer hardware, software and services. The contract is available to public agencies throughout the state, and Insight has been an incumbent contract holder since 2006. State of Arizona Uninterruptible Power Supply Equipment & Services Start Date: 7/16/12 Contract #ADSPO12- 026685 Insight was re-awarded a contract with the State of Arizona to provide Uninterruptible Power Supply Equipment and Services for APC, CyberPower, Liebert, Powerware, and Tripp-Lite. Insight has been an incumbent contract holder since 2007. State of Texas Technology Based Conferencing Products Start Date: 12/28/12 Contract #DIR-SDD- 2001 Insight was awarded a contract to provide specific Cisco, Polycom, and VBrick conferencing products and services. This contract is available to public agencies throughout the state. State of Tennessee Cisco Hardware, Software & Services Start Date: 1/1/13 Contract #SWC 385 Insight was awarded a contract with the State of Tennessee for Cisco hardware, software, and services. The contract is available to public agencies throughout the state. State of Texas (DIR) Microsoft Master Services Agreement Start Date: 1/15/13 Contract #DIR-SDD- 1962 4.H.f Packet Pg. 148 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 27 Insight provides Microsoft technical services including engagement managing, technicians, practice managers, and project managers. State of Texas Deliverables Based IT Services (DBITS) Start Date: 1/15/13 Contract #DIR-SDD- 1989 Insight was awarded a contract with DIR for Deliverables-Based IT Services where we are able to provide technology services in the following categories: Project Management, Technology Upgrade / Migration and Transformation, and Information Technology Assessments and Planning. State of Texas Managed Services for Telecommunications Start Date: 4/19/13 Contract #DIR-SDD- 2179 Insight was awarded a contract with DIR for Managed Services for Telecommunications. Services available under the contract include Asset Management, Project Management, Support Services, and Int egration Services, among others. State of Arizona Master Services Agreement Start Date: 4/24/13 Contract #N/A Insight was one of several awardees under the Master Services Agreement managed by Knowledge Services. Through this contract, we are able to provide temporary staffing services and consulting services. State of Minnesota SITE Master Contract for Professional & Technical Services Start Date: 4/16/14 Contract #76114 Insight was awarded a contract with the State of Minnesota to provide IT services based on specific awarded categories. State of Florida COTS Software Start Date: 9/9/14 Contract #43230000-14-01 Insight was awarded the State of Florida’s statewide COTS software contract that is available to all public sector entities within the state. The specific publishers included in the scope of the contract include Adobe, CommVault, NetMotion, Citrix, Dell, and Perceptive. State of Tennessee Tablets, Peripherals & Services Start Date: 11/13/14 Contract #SWC 3005 Insight was awarded a contract with the State of Tennessee for specific Dell tablets. The contract is available to public agencies throughout the state. State of Texas Data Communications, Networking Equipment & Related Services Start Date: 12/4/14 Contract #DIR-TSO- 2675 Insight was one of several awardees on the DIR Data Communications, Networking Equipment & Related Services contract. Through this contract, we are able to offer networking products and services from various manufacturers. The contract is available to public agencies throughout the state. State of South Carolina Trend Micro Software Start Date: 1/20/15 Contract 4.H.f Packet Pg. 149 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 28 #4400009949 Insight was the sole awardee on the State of South Carolina’s statewide contract for Trend Micro software. The contract is available to public agencies throughout the state. State of Mississippi IT Hardware Express Products List (EPL) Start Date: 2/27/15 Contract #3760 Insight was one of several awardees on the State of Mississippi’s statewide contract for IT Hardware. Through this contract, Insight has the ability to sell products from the following manufacturers: Acer, Cisco, EMC, Fujitsu, HP, Juniper, Lenovo, Lexmark, NetApp, Panasonic, and Samsung. State of Mississippi Software Express Product List (EPL) Start Date: 6/18/15 Contract #3758 Insight was awarded the State of Mississippi’s statewide Software Express Product List (EPL) contract which includes but is not limited to the following publishers: Adobe, Citrix, IBM, Novell, Symantec, Trend Micro, and VMware. Commonwealth of Massachusetts Software Reseller Start Date: 7/1/15 Contract #ITS58 Insight was one of several VARs awarded the Commonwealth of Massachusetts’ Software Reseller contract. The contract has a broad scope encompassing most software publishers. The contract is available to all public sector entities within the Commonwealth of Massachusetts. State of Rhode Island Price Agreement for Software Start Date: 9/1/2015 Contract #MPA- 227/3434345 Insight was one of several VARs awarded the State of Rhode Island’s Price Agreement for Software. The contract has a broad scope encompassing most software publishers. The contract is available to all public sector entities within the State of Rhode Island. State of New Jersey Software License Support, Maintenance, and Related Services Start Date: 9/1/15 Contract #M0003/89853 Insight was one of several VARs awarded the State of New Jersey’s Software License Support, Maintenance, and Related Services contract. The contract has a broad scope encompassing most software publishers. The contract is available to all public sector entities within the State of New Jersey. State of Wisconsin Microcomputer Software Start Date: 9/1/15 Contract #505ENT- M16-VARSOFTWARE- 02 Insight was one of several VARs awarded software contracts by the State in 2015. Insight was one of the incumbent contract holders having held a software contract with Wisconsin since 2005. We believe we were awarded this contract because of our pricing, ability to meet the State’s SLAs and other requirements, as well as the State’s familiarity and comfort in Insight’s ability to execute. Insight has been a state contract holder of some type in Wisconsin since 1999. 3.1.3. List government contracts Offeror has lost or resigned over the past three (3) years. Provide an explanation of why they were lost or resigned. Insight Response: As with any company focused on public sector clients, contracts are both acquired and lost. We have provided a list of contracts in the SLED market that we no longer hold. 4.H.f Packet Pg. 150 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 29 State of Ohio Term Schedule Contract (#534112) In 2014, Insight Public Sector withdrew from this contract because the company was awarded a different Ohio State Term Schedule with a more encompassing product catalog. The company’s reason for withdrawing from this contract was to reduce client confusion and decrease workloads for all parties involved. Massachusetts Higher Education Consortium (MHEC) Technology Contract (#MC11-F05) In 2013, Insight declined the renewal option because of a change in company policy concerning specific terms and conditions. City of Phoenix Professional Services Consulting Contract (#126388) In 2013, Insight declined the renewal option due to changes in Insight’s services focus which resulted in our inability to offer the technical staff originally awarded on this license to hunt contract. 3.2. If Offeror has no government clients, note this in your response and answer questions 3.1.1 through 3.1.3 based on non-government clients. Insight Response: Not Applicable 3.3. References Insight Response: Insight Public Sector holds over 150 federal, state, local, education and non‐ profit contracts. IPS currently maintains federal contracts with agencies such as the General Services Administration, which can be utilized by state agencies, and national contracts like U.S. Communities. In addition, our participation in 25 statewide contracts gives us a solid market share of government technology sales. IPS also holds local government and education contracts for computer equipment and services in 32 states. The references provided are with customers that Insight has had a longstanding business relationship with for four or more years. These are ongoing relationships and do not have an ‘End Date.’ Reference Information Client One Client Two Client Three Company Name State of Iowa, Office of the Chief Information Officer Colorado Governor’s Office of Information Technology Riverside County, California Type of Contract Product and Services Delivered All COTS Software consulting, acquisition, license management assistance and related services All COTS Software consulting, acquisition, license management assistance and related services. Microsoft Software Contact Name, Mailing Address, Phone Number Email Address Pam Meier 1305 E Walnut Street, Des Moines IA 50319 515-281-5409 Pamela.meier@iowa.gov Peter Van Ronk OIT, 601 E 18th Avenue, Denver CO 80203 303-764-7938 Peter.vanronk@state.co.us Jenifer Rutherford, 3450 14th St., Riverside, CA 92501- 3862, 951-955-7785, jenifer.rutherford@rivcoit.org Contract Start and End Date 3/29/2006 - Present 7/1/2000 - Present 11/2011 to Present Contract Value $15M Annually $45M Annually $24M Insight has elected to provide additional contactable reference information that the NASPO ValuePoint evaluation committee can contact if preferred. These references serve to demonstrate 4.H.f Packet Pg. 151 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 30 Insight’s broad reach of clients who are satisfied with the servicers Insight provi des as it pertains to their software purchasing. Reference Information Client One Client Two Client Three Client Four Company Name State of Colorado Department of Transportation City & County of Denver Board of Water Commissioners Florida Department of Highway Safety & Motor Vehicles Wisconsin Department of Children and Families Type of Contract Product and Services Delivered Microsoft Enterprise Agreement: Microsoft Enterprise Agreement Adobe, Imprivata, Symantec, other various software publishers Various software publishers Contact Name, Mailing Address, Phone Number Email Address Gregg Miller Colorado Dept of Transportation, 4201 E Arkansas Ave, Denver CO 80222 303-757-9140 Gregg.miller@state .co.us Pam Peschel Denver Water, 1600 W 12th Avenue, Denver CO 80204 303-628-6428 Pam.peschel@denver water.org Debbie Hoover 2900 Apalachee Pkwy, Tallahassee, FL 32399 850-617-2008 debbiehoover@flhs mv.gov Madeleine Chisman 201 E. Washington Ave., 2nd Floor, Madison, WI 53703 608-261-2578 Madelineg.chisman @wi.gov Contract Start and End Date 7/1/2000 – Present 7/1/2000 – Present 2009 – Present 2010 – Present Contract Value $1.5M Annually $1M Annually $300K Annually $1M Annually 4. Financial/Accounting Information and Disclosures – 4.1. Proof of Financial Stability Insight Response: The combined Insight companies and their subsidiaries represent a $5.3 billion global enterprise. While remaining small enough to serve our public sector clients with personal attention, Insight Public Sector has the resources of the Insight family of companies behind us to support our efforts. Insight has the depth of offerings and a balanced portfolio that ensures our survival and mitigates the risk some could face during these times. Since 1988 we have evolved to become a leading provider of a broad range of top name-brand IT computing products, software, and advanced IT services to clients—including a majority of Fortune and Global 500 companies—in 190 countries. Insight is a publicly traded company and adheres to general accounting practices and principals. Copies of Insight’s latest Annual Reports (year ended 2014 and 2013) have been provided as additional documentation. Our current Annual Report includes a total of three (3) years of the requested financial information. The State of Arizona State Procurement Office and Purchasing States can access electronic versions of our financial information, past annual reports, as well as other audited financial statements via the link below to our website. http://nsit.client.shareholder.com/financials.cfm 4.H.f Packet Pg. 152 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 31 4.2. Disclosures – Provide a statement for each item listed below: 4.2.1. Information regarding any irregularities that were discovered in any account maintained by the Offeror on behalf of others. Describe the circumstances and disposition of the irregularities. Insight Response: There have been no irregularities discovered in any account maintained by Insight Public Sector on behalf of others. 4.2.2. Full disclosure of any potential conflict of interest, i.e. serving as a member, board member, officer, or having significant financial interest with any company, firm or joint venture with interests in the provision of software. Insight Response: Neither Insight Public Sector, Inc. nor any of the individuals that may work on or benefit from this contract with NASPO ValuePoint through Insight have any conflicts of interest (e.g., serving as a member, board member, officer, or having significant financial inter est with any company, firm or joint venture with interests in the provision of software, etc.). 4.2.3. Whether or not, in the last ten (10) years, the Offeror has filed (or had filed against it) any bankruptcy or insolvency proceeding, whether voluntary or involuntary, or undergone the appointment of a receiver, trustee, or assignee for the benefit of creditors, and if so, an explanation providing relevant details; Insight Response: Insight has not filed any bankruptcy or insolvency proceeding within the last ten (10) years, whether voluntary or involuntary, or undergone the appointment of a receiver, trustee, or assignee for the benefit of creditors. 4.2.4. Whether or not there are any pending Securities Exchange Commission investigations involving the Offeror, and if such are pending or in progress, an explanation providing relevant details and an attached opinion of counsel as to whether the pending investigation(s) may impair the Offeror’s performance in a Contract under this RFP. Insight Response: Insight does not have any Securities Exchange Commission investigations, pending or in progress. 4.2.5. Documenting all open or pending litigation initiated by the Offeror or where the Offeror is a dependent or party in litigation that may have a material impact on Offeror’s ability to deliver the contracted services; Insight Response: As a publicly traded company, Insight Enterprises, Inc. and its wholly-owned subsidiaries, which include Insight Public Sector, are required to disclose company information in accordance with rules of the Securities Exchange Commission. From time to time Insight is a party to various legal proceedings arising in the ordinary course of business. In the event Insight is a party to a legal proceeding that is material to Insight Enterprises, Inc., Insi ght discloses information about any such litigation in its reports filed with the Securities Exchange Commission. Litigation is inherently unpredictable. However, it is management’s belief that the Company has valid defenses with respect to material legal matters pending against us, as well as adequate provisions for any probable and estimable losses. It is possible, nevertheless, that the results of Insight Enterprises, Inc.'s operations or cash flows could be affected in any particular period by the resolution of a legal proceeding. Reports filed with the Securities Exchange Commission by Insight Enterprises, Inc. can be found on the Insight website at http://nsit.client.shareholder.com/ or at http://www.sec.gov. 4.H.f Packet Pg. 153 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment A: Response to SOW – Qualifications 32 4.2.6. Full disclosure of any public sector contracts terminated for cause or convenience in the past five (5) years Insight Response: Insight has not had a contract for services terminated for any reason during the last five (5) years. 4.H.f Packet Pg. 154 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.f Packet Pg. 155 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.f Packet Pg. 156 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) http://projectqa.insight.comhttp://projectqa.insight.com Page 1 of 2 INSIGHT 6820 S HARL AVE TEMPE AZ 85283-4318 Your use is subject to and must be in strict accordance with your agreement with the manufacturer. This authorization form is not a license but merely is to evidence the existence of the license of the software on the terms set forth by the manufacturer. Your order may have included documentation and/or media items that are being shipped separately. PROOF OF LICENSE PURCHASE CERTIFICATE ECQ 030 /Nov 5, 2015 9:08:00 AM /MSTNO RFC - System ID SHIP TO ADDRESS 09142013 VALIDATION TEST ATTN 12991 47 MARLA LN READING MA 01867-1429 Proof Of License Purchase Invoice Number :909027876 Invoice Date :05-NOV-2015 Sales Order Number :318416725 Customer PO Number :LICENSEPROOFTEST12345 PO Release Number :TESTLICENSEPROOF54321 Your company has asked us to provide you with this important Proof of Purchase certificate. Please keep it accessible at all times as this is your receipt and you may be requested to produce it at a later date. This certificate represents the registration of the following licenses: Material Description Quantity AAA-03911 Microsoft Visio Standard - License & software assurance - 1 device - NGVL - Win 1 License with Maintenance and SupportLicense Type: USACountry : 01-DEC-2015Coverage Date :30-SEP-2018to AAA-03550 Microsoft Excel - License & software assurance - 1 device - NGVL - Win 1 License with Maintenance and SupportLicense Type: USACountry : 01-DEC-2015Coverage Date :30-SEP-2018to AAA-03505 Microsoft InfoPath - License & software assurance - 1 device - NGVL - Win 1 License with Maintenance and SupportLicense Type: USACountry : 01-DEC-2015Coverage Date :30-SEP-2018to 4.H.f Packet Pg. 157 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) http://projectqa.insight.comhttp://projectqa.insight.com Invoice Number :909027876 Invoice Date :05-NOV-2015 Page 2 of 2 Material Description Quantity Your use is subject to and must be in strict accordance with your agreement with the manufacturer. This authorization form is not a license but merely is to evidence the existence of the license of the software on the terms set forth by the manufacturer. Your order may have included documentation and/or media items that are being shipped separately. PROOF OF LICENSE PURCHASE CERTIFICATE ECQ 030 /Nov 5, 2015 9:08:00 AM /MSTNO RFC - System ID AAA-03505 Microsoft InfoPath - License & software assurance - 1 device - NGVL - Win 1 License with Maintenance and SupportLicense Type: USACountry : 01-DEC-2015Coverage Date :30-SEP-2018to AAA-03505 Microsoft InfoPath - License & software assurance - 1 device - NGVL - Win 1 License with Maintenance and SupportLicense Type: USACountry : 01-DEC-2015Coverage Date :30-SEP-2018to 4.H.f Packet Pg. 158 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Additional Information- 5.0 Reports 1 5.0 Reports 5.1 Describe standard reports which can be generated for a State (other than downloadable reports addressed earlier). Provide sample reports. 5.2 Describe on-line, real time, reporting capabilities using established state website reports: 5.2.1 Standard Reports. Provide sample reports. 5.2.2 Reports that can be generated by the LSCA. 5.2.3 Reports that can be generated by the Participating State. Provide sample reports. 5.2.4 Reports that can be generated by the User agency. Provide sample reports. Insight provides 21 Standard SIIA certified reports easily and quickly available via the ips.insight.com web management portal. Access to reports is controlled by each Participating State (“State”) or Purchasing Entity’s (“Entity”) designated web administrators. The LSCA and any State or Entity can access each of these 21 standard reports. Provided below are examples of 19 of the 21 reports. Not provided are the Ad-Hoc and Open Order Reports. Open Order Reports can only be generated if there an Open Order in the system. Ad-Hoc reports are fully customizable on-demand by the customer and can include any of the 57 Standard Reporting Data Fields and/or the 30 SmartTracker fields (if captured on original PO). Insight’s customizable SmartTracker fields can streamline PO‐to‐invoice reconciliation. SmartTracker is a feature in our ordering system that provides custom tracking and reporting on software orders for analysis by any type of criteria. Easily allocate purchases to specific agencies, OEU names, cost centers, business units, departments, projects and more to facilitate ease of tracking licenses purchased. Through experience with other statewide contracts, Insight has developed a standard naming convention and reporting hierarchy to assist with tracking. The 21 Standard SIIA reports are in addition to any reporting templates that each Participating State or Purchasing Entity requests Insight to adhere to. The table below provides details of each type of standard report. Report Name Report Information Report Formats Sample Provided (Y/N) 1 Ad-Hoc Report  A report that allows client to select & order columns for a customized report.  Option to include custom accounting fields (SmartTracker) XLS N 2 Detail by Account w/ Customer PO  Includes detailed order info by account number and then by Purchase Order.  Option of including Partner Data. HTML, PDF, XLS Y 3 Invoice Summary  Displays order information by Invoice date.  Report includes PO, order date, shipping information & invoice total.  Option to include custom accounting fields (SmartTracker). HTML, PDF, XLS Y 4 Invoiced Orders  Displays detail invoice information by invoice number.  Option to include custom accounting fields (SmartTracker). XLS Y 4.H.f Packet Pg. 159 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Additional Information- 5.0 Reports 2 Report Name Report Information Report Formats Sample Provided (Y/N) 5 Open Order Report  Orders that have not invoiced sorted by shipping location.  Option to include custom accounting fields (SmartTracker). HTML, PDF, XLS N 6 Order Confirmation  Order confirmations by account number & Purchase Order.  Report includes shipping, invoice and tracking information. HTML, PDF, XLS Y 7 Overall Sales History  Includes detailed order information by account.  Option of including Partner Data & custom accounting fields (SmartTracker). XLS Y 8 Product Totals by Account & Shipping Location  Displays product totals by account number & then by shipping location.  Option of including Partner Data. HTML, PDF, XLS Y 9 Product Totals by Manufacturer  A summary report by manufacturer name with totals by product.  Option of including Partner Data. HTML, PDF, XLS Y 10 Purchase Activity Detail Report  A detailed order / invoice report. HTML, PDF, XLS Y 11 Purchase Summary by Account  Displays quantity purchased by account location HTML, PDF, XLS Y 12 Purchase Summary by Items Purchased  The summary list totals the quantity of each item shipped by product description HTML, PDF, XLS Y 13 Purchase Summary by Manufacturer  A summary report by manufacturer HTML, PDF, XLS Y 14 Purchase Summary by Shipping Location  Total Products shipped by shipping location HTML, PDF, XLS Y 15 Snapshot  Graphical summary of 7 different data points  (Top 10 Manufacturers, Top 10 Products, Dollars Spent, No. of Transactions, Order Method, Spending by Product Type, Sales by Month). PDF Y 16 Software License Contract Summary  A summary report of all contractual licenses and maintenance products by manufacturer name, contract number, and point value. HTML, PDF, XLS Y 4.H.f Packet Pg. 160 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Additional Information- 5.0 Reports 3 Report Name Report Information Report Formats Sample Provided (Y/N) 17 Software Detail Data  A detailed report of all contractual license purchases.  Option to include custom accounting fields (SmartTracker). including Partner Data HTML, PDF, XLS Y 18 Software Summary by Manufacturer Name  Summary by manufacturer name with totals by product type (i.e. license, maintenance, shrink wrap)  Option of including Partner Data. HTML, PDF, XLS Y 19 Top Manufacturer Summary  Totals by manufacturer.  Used to identify highest spend by manufacturer.  Option of including Partner Data. HTML, PDF, XLS Y 20 Total Sales By Year and Month  Sales by calendar month.  Used to show spending trends over time.  Option of including Partner Data. HTML, PDF, XLS Y 21 Software Renewal Report  Displays information of upcoming renewal orders XLS Y Sample Reports Following this page are examples of 19 of the 21 standard SIIA-certified reports available. 4.H.f Packet Pg. 161 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Product Type - TotalsHardware ProductLicense & MaintLicenseMaintenanceServices0100,000200,000300,000400,000500,000600,000700,000800,000900,00011,766.41281,808.938,654.85803,307.611,207.72Order MethodInsight.com (0%)All Other:Phone,Email,etc. (100%)EDI/B2B (0%)EDI/B2B (0)Insight.com (0)All Other:Phone,Email,etc. (1,106,745.5)Count of Orders vs Invoices by RegionOrdersInvoicesAsia PacificEurope/Middle East/AfricaNorth AmericaPartner051015202530350000343800Snapshot: ALL ProductsFor Period: 01-01-2015 thru 11-24-2015Top Ten Manufacturers ( Based on Net Sales)Manufacturer NameQuantityInvoicedProduct Total% of NetSales1Microsoft7,678.00923,156.2683.412IBM758.0080,558.597.283Adobe Systems514.0032,736.692.964Symantec3,766.0032,707.952.965NetMotion Wireless1.0013,846.701.256Apple22.0012,660.221.147Nuance Communications231.006,538.740.598Inbit1.003,392.870.319VMware3.00372.990.0310SAP1.00357.970.03Top 10 Products by Net SalesMft Part NoProduct DescriptionQty InvoicedProductNet Sales% of TotalSales17JQ-00448-ESA3MS EA SQL SERVER ENTERPRISE CORE SA STEP16.00172,393.7615.582269-12442-ESA3MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT1,650.00143,187.0012.94376A-00016-ESA3MS EA ENT CAL SA PLATFORM USER CAL W/SVC1,394.00125,529.7011.3447JQ-00343-ESA3MS EA SQL SERVER ENTERPRISE CORE SA 2 LI42.0094,182.488.5159JD-00053-ESA3MS EA VISUAL STUDIO ULTIMATE W/MSDN MP S34.0063,452.165.736CW2-00307-ESA3MS EA WINDOWS ENT FOR SA SA PLATFORM ALL1,650.0052,602.004.7577NQ-00292-ESA3MS EA SQL SERVER STANDARD CORE SA 2 LIC78.0045,613.624.1286U3-00004-ESA3MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB1,439.0037,304.143.379E064ILL-IMPPAIBM COGNOS 8ENT PANNING TM1 CONTRIBUTOR99.0035,070.753.17109ED-00073-ESA3MS EA VISUAL STUDIO PREM W/MSDN MP SA AL39.0033,366.453.01Invoiced Sales Summary ( by Month )Invoice_DateInvoiced SalesCreditsNet Inv SalesCredit % of Invoiced SalesInvoiced QtyJanuary 201516,084.190.0016,084.190.00129.00February 2015408.410.00408.410.001.00March 2015274,079.550.00274,079.550.001,021.00April 2015667,125.08118,841.69548,283.3917.817,087.00May 20159,695.550.009,695.550.00347.00June 20151,952.88867.451,085.4344.421.00July 201583,704.910.0083,704.910.00490.00August 20158,203.250.008,203.250.00108.00September 201532,350.470.0032,350.470.003,763.00October 2015268.150.00268.150.001.00November 201512,873.080.0012,873.080.0031.00Totals1,106,745.52119,709.14987,036.3810.8212,979.00Snapshot11-24-2015Confidential4.H.fPacket Pg. 162Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Detail by Account with Customer PO For Period: 01-01-2015 thru 11-24-2015 Operations Center Reporting Parent ID Reporting Parent Name Account Number Account Name Account Attention Account Address Account City Account State / Province Account Postal Code Account Country PO Number PO Release No. North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7136 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7136 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7136 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7156 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7186 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7234 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7293 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7216 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7216 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7216 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7306 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7297 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7297 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7297 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7297 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US PO7290 4.H.f Packet Pg. 163 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Detail by Account with Customer PO For Period: 01-01-2015 thru 11-24-2015 Insight Part ID Manufacturer Part ID Manufacturer Date Shipped Product Description Country of Usage Order Number Invoice Number Unit Price Invoiced Quantity Total Sales Currency M109B-SV1-8.0 M109B-SV1-8.0 Nuance Communications NUANCE OLP PDF CONVERTER ENT 8 MP MNT &US 317840865 1100400352 0.00 25.00 0.00 USD M109B-SV2-8.0 M109B-SV2-8.0 Nuance Communications NUANCE OLP PDF CONVERTER ENT 8 MP MNT &US 317840865 1100400352 0.00 75.00 0.00 USD M109B-SV2-8.0 M109B-SV2-8.0 Nuance Communications NUANCE OLP PDF CONVERTER ENT 8 MP MNT &US 317840865 1100400352 0.00 25.00 0.00 USD 090NMPRMMNT1 090NMPRMMNT1 NetMotion Wireless NETMOTION MOBILITY XE MP PREMIUM SW MNT US 317925650 1100402446 0.00 1.00 0.00 USD WS11-LW-UG-CE WS11-LW-UG-CE VMware VMWARE UPG WORKSTATION 11 UPG FROM VERSI US 317936137 1100402934 0.00 3.00 0.00 USD 7016463-GOVED 7016463-GOVED SAP SAP CRYSTAL REPORTS 2013 MP NAMED USR LI US 318067669 1100407896 0.00 1.00 0.00 USD 65206810BC01A12 65206810BC01A12 Adobe Systems ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO US 318068829 1100407272 0.00 1.00 0.00 USD 269-12445-ESA3 269-12445 Microsoft MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA US 318087173 1100408270 0.00 4.00 0.00 USD 6U3-00004-ESA3 6U3-00004 Microsoft MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB US 318087173 1100408270 0.00 260.00 0.00 USD 76A-00010-ESA3 76A-00010 Microsoft MS EA ENT CAL LIC/SA PLATFORM USER CAL W US 318087173 1100408270 0.00 260.00 0.00 USD 65206810BC01A12 65206810BC01A12 Adobe Systems ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO US 318103688 1100408539 0.00 1.00 0.00 USD 3NS-00003-ESA3 3NS-00003 Microsoft MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR US 318146273 1100409812 0.00 215.00 0.00 USD 6VC-01252-ESA3 6VC-01252 Microsoft MS EA WINDOWS REMOTE DESKTOP SERVICES CA US 318146325 1100409817 0.00 225.00 0.00 USD 76A-00010-ESA3 76A-00010 Microsoft MS EA ENT CAL LIC/SA PLATFORM USER CAL W US 318146325 1100409817 0.00 45.00 0.00 USD 7JQ-00448-ESA3 7JQ-00448 Microsoft MS EA SQL SERVER ENTERPRISE CORE SA STEP US 318146325 1100409817 0.00 10.00 0.00 USD 076-01912-ESA3 076-01912 Microsoft MS EA PROJECT 32 BIT WIN SA ALL LANG US 318146851 1100412301 0.00 100.00 0.00 USD 125-00124-ESA3 125-00124 Microsoft MS EA VISUAL STUDIO FOUNDATION SERVER SA US 318146851 1100412301 0.00 2.00 0.00 USD 126-00196-ESA3 126-00196 Microsoft MS EA VISUAL STUDIO FOUNDATION SERVER SA US 318146851 1100412301 0.00 49.00 0.00 USD 269-12442-ESA3 269-12442 Microsoft MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT US 318146851 1100412301 0.00 1,650.00 0.00 USD 312-02257-ESA3 312-02257 Microsoft MS EA EXCHANGE SERVER SA ALL LANG US 318146851 1100412301 0.00 1.00 0.00 USD 395-02504-ESA3 395-02504 Microsoft MS EA EXCHANGE SERVER ENT SA ALL LANG US 318146851 1100412301 0.00 3.00 0.00 USD 5HU-00216-ESA3 5HU-00216 Microsoft MS EA LYNC SERVER SA ALL LANG US 318146851 1100412301 0.00 1.00 0.00 USD 6U3-00004-ESA3 6U3-00004 Microsoft MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB US 318146851 1100412301 0.00 1,394.00 0.00 USD 6VC-01254-ESA3 6VC-01254 Microsoft MS EA WINDOWS REMOTE DESKTOP SERVICES CA US 318146851 1100412301 0.00 75.00 0.00 USD 76A-00016-ESA3 76A-00016 Microsoft MS EA ENT CAL SA PLATFORM USER CAL W/SVC US 318146851 1100412301 0.00 1,394.00 0.00 USD 77D-00111-ESA3 77D-00111 Microsoft MS EA VISUAL STUDIO PRO W/MSDN MP SA ALL US 318146851 1100412301 0.00 7.00 0.00 USD 7JQ-00343-ESA3 7JQ-00343 Microsoft MS EA SQL SERVER ENTERPRISE CORE SA 2 LI US 318146851 1100412301 0.00 42.00 0.00 USD 7NQ-00292-ESA3 7NQ-00292 Microsoft MS EA SQL SERVER STANDARD CORE SA 2 LIC US 318146851 1100412301 0.00 78.00 0.00 USD 9ED-00073-ESA3 9ED-00073 Microsoft MS EA VISUAL STUDIO PREM W/MSDN MP SA AL US 318146851 1100412301 0.00 39.00 0.00 USD 9JD-00053-ESA3 9JD-00053 Microsoft MS EA VISUAL STUDIO ULTIMATE W/MSDN MP S US 318146851 1100412301 0.00 34.00 0.00 USD CW2-00307-ESA3 CW2-00307 Microsoft MS EA WINDOWS ENT FOR SA SA PLATFORM ALL US 318146851 1100412301 0.00 1,650.00 0.00 USD D87-01159-ESA3 D87-01159 Microsoft MS EA VISIO PRO 32 BIT WIN SA ALL LANG US 318146851 1100412301 0.00 108.00 0.00 USD H04-00268-ESA3 H04-00268 Microsoft MS EA SHAREPOINT SERVER WNT SA ALL LANG US 318146851 1100412301 0.00 5.00 0.00 USD H21-00420-ESA3 H21-00420 Microsoft MS EA PROJECT SERVER 32 BIT WIN SA DEVIC US 318146851 1100412301 0.00 10.00 0.00 USD 4.H.f Packet Pg. 164 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Invoiced Orders For Period: 01-01-2015 thru 11-24-2015 Operations Center Account Number Account Name Sales Rep Name Service Sales Rep Name Billing Account Billing Name Order Type Reference Number Web Group PO Number PO Release No. Order Number Order Date North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38331008 PO7723 318912713 09-22-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38331008 PO7723 318912713 09-22-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38331008 PO7723 318912713 09-22-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38331008 PO7723 318912713 09-22-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38331008 PO7723 318912713 09-22-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38331008 PO7723 318912713 09-22-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38331008 PO7723 318912713 09-22-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38331008 PO7723 318912713 09-22-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 38742183 PO7808 319091046 11-05-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36075317 PO7156 317925650 01-22-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36393471 PO7293 318068829 02-26-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 37855565 PO7591 318710069 07-31-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36390964 PO7234 318067669 02-26-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36432635 PO7216 318087173 03-03-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36432635 PO7216 318087173 03-03-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36432635 PO7216 318087173 03-03-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36432635 PO7216 55462255 03-31-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36432635 PO7216 55462255 03-31-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36432635 PO7216 55462255 03-31-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36432635 PO7216 55467926 04-29-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36432635 PO7216 55467926 04-29-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36470573 PO7306 318103688 03-06-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36565697 PO7297 318146273 03-17-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36565697 PO7297 55467935 04-29-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36565786 PO7297 318146325 03-17-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36565786 PO7297 318146325 03-17-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36565786 PO7297 318146325 03-17-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015 North America (SAP)11111111 PUBLIC SECTOR CLIENT Susan Jones 44444444 PUBLIC SECTOR CLIENT Direct 36566739 PO7290 318146851 03-17-2015 4.H.f Packet Pg. 165 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Invoiced Orders For Period: 01-01-2015 thru 11-24-2015 Invoice Number Invoice Date Order Line No Customer Material Manufacturer Material Material Desc Country of Usage Invoiced Quantity Serial Number Asset Number Manufacturer Unit Price MSRP 1100441067 09-24-2015 10 0E7IOZZ0-ER1GH GOV ENDPT PROTEC 12.1 P-U RNWL ESS 12M H US 250.00 Symantec 0.00 0.00 1100441067 09-24-2015 20 0E7IOZZ0-ER1GH GOV ENDPT PROTEC 12.1 P-U RNWL ESS 12M H US 1,550.00 Symantec 0.00 0.00 1100441067 09-24-2015 30 FDYTOZZ0-ER1GS GOV PROT F SHAREPT SVR 6-EXT ACS LIC RNW US 3.00 Symantec 0.00 0.00 1100441067 09-24-2015 40 1ZB3OZZ0-ER1GH GOV PROT F SHAREPT SVR 6-P U RNWL ESS 12 US 1,394.00 Symantec 0.00 0.00 1100441067 09-24-2015 50 10W1OZZ0-ER1GS SYMAN PROT ENGINE FOR CLOUD 7.5 P RNWL 1 US 3.00 Symantec 0.00 0.00 1100441067 09-24-2015 60 10W1OZZ0-ER1GS SYMAN PROT ENGINE FOR CLOUD 7.5 P RNWL 1 US 3.00 Symantec 0.00 0.00 1100441067 09-24-2015 70 R80QOZZ0-ER1GH SYMANTEC SYMC PROTECTION ENG FOR CLOUD S US 280.00 Symantec 0.00 0.00 1100441067 09-24-2015 80 R80QOZZ0-ER1GH SYMANTEC SYMC PROTECTION ENG FOR CLOUD S US 280.00 Symantec 0.00 0.00 1100448476 11-07-2015 10 TUG2XZF0-EI1EA SYMANTEC EXP DESKTOP EMAIL ENCRYPTION PO US 3.00 Symantec 0.00 0.00 1100402446 01-22-2015 10 090NMPRMMNT1 NETMOTION MOBILITY XE MP PREMIUM SW MNT US 1.00 NetMotion Wireless 0.00 0.00 1100407272 02-26-2015 10 65206810BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO US 1.00 Adobe Systems 0.00 0.00 1100431896 07-31-2015 10 SNAGG01-12-E SNAGIT-12 ELECTRONIC 1 1U GOV US 3.00 TechSmith 0.00 0.00 1100407896 03-03-2015 10 7016463-GOVED SAP CRYSTAL REPORTS 2013 MP NAMED USR LI US 1.00 SAP 0.00 0.00 1100408270 03-05-2015 10 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB US 260.00 Microsoft 0.00 0.00 1100408270 03-05-2015 20 76A-00010-ESA3 MS EA ENT CAL LIC/SA PLATFORM USER CAL W US 260.00 Microsoft 0.00 0.00 1100408270 03-05-2015 30 269-12445-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA US 4.00 Microsoft 0.00 0.00 1100415135 04-23-2015 10 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB US -215.00 Microsoft 0.00 0.00 1100415135 04-23-2015 20 76A-00010-ESA3 MS EA ENT CAL LIC/SA PLATFORM USER CAL W US -215.00 Microsoft 0.00 0.00 1100415135 04-23-2015 30 269-12445-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA US -4.00 Microsoft 0.00 0.00 1100416202 04-30-2015 10 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB US -45.00 Microsoft 0.00 0.00 1100416202 04-30-2015 20 76A-00010-ESA3 MS EA ENT CAL LIC/SA PLATFORM USER CAL W US -45.00 Microsoft 0.00 0.00 1100408539 03-07-2015 10 65206810BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO US 1.00 Adobe Systems 0.00 0.00 1100409812 03-17-2015 10 3NS-00003-ESA3 MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR US 215.00 Microsoft 0.00 0.00 1100416203 04-30-2015 10 3NS-00003-ESA3 MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR US -185.00 Microsoft 0.00 0.00 1100409817 03-17-2015 10 7JQ-00448-ESA3 MS EA SQL SERVER ENTERPRISE CORE SA STEP US 10.00 Microsoft 0.00 0.00 1100409817 03-17-2015 20 6VC-01252-ESA3 MS EA WINDOWS REMOTE DESKTOP SERVICES CA US 225.00 Microsoft 0.00 0.00 1100409817 03-17-2015 30 76A-00010-ESA3 MS EA ENT CAL LIC/SA PLATFORM USER CAL W US 45.00 Microsoft 0.00 0.00 1100412301 04-01-2015 10 076-01912-ESA3 MS EA PROJECT 32 BIT WIN SA ALL LANG US 100.00 Microsoft 0.00 0.00 1100412301 04-01-2015 20 125-00124-ESA3 MS EA VISUAL STUDIO FOUNDATION SERVER SA US 2.00 Microsoft 0.00 0.00 1100412301 04-01-2015 30 126-00196-ESA3 MS EA VISUAL STUDIO FOUNDATION SERVER SA US 49.00 Microsoft 0.00 0.00 1100412301 04-01-2015 40 269-12442-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT US 1,650.00 Microsoft 0.00 0.00 1100412301 04-01-2015 50 312-02257-ESA3 MS EA EXCHANGE SERVER SA ALL LANG US 1.00 Microsoft 0.00 0.00 1100412301 04-01-2015 60 395-02504-ESA3 MS EA EXCHANGE SERVER ENT SA ALL LANG US 3.00 Microsoft 0.00 0.00 1100412301 04-01-2015 70 5HU-00216-ESA3 MS EA LYNC SERVER SA ALL LANG US 1.00 Microsoft 0.00 0.00 1100412301 04-01-2015 80 6VC-01254-ESA3 MS EA WINDOWS REMOTE DESKTOP SERVICES CA US 75.00 Microsoft 0.00 0.00 1100412301 04-01-2015 90 76A-00016-ESA3 MS EA ENT CAL SA PLATFORM USER CAL W/SVC US 1,394.00 Microsoft 0.00 0.00 1100412301 04-01-2015 100 77D-00111-ESA3 MS EA VISUAL STUDIO PRO W/MSDN MP SA ALL US 7.00 Microsoft 0.00 0.00 4.H.f Packet Pg. 166 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Invoiced Orders For Period: 01-01-2015 thru 11-24-2015 Ext Price Total Price Tax PST/QST GST/HST Freight Line Freight Total EWR Fee Currency Product Category / Sub Category Carrier Ship Method Ship Date Shipping Account Number Shipping Name 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Other 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Applications Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD Software - Software Service/Support Electronic Delivery 11111111 PUBLIC SECTOR CLIENT 4.H.f Packet Pg. 167 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Invoiced Orders For Period: 01-01-2015 thru 11-24-2015 Shipping Attention Shipping Street Shipping City Shipping State / Province Shipping Postal Code Shipping Country 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 6820 S HARL AVE TEMPE AZ 85283-1234 US 4.H.f Packet Pg. 168 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Order Confirmation For Period: 01-01-2015 thru 11-24-2015 Account Number Account Name PO Number PO Release No. Order Date Order Number Part ID Product Description Product Type Product Category / Sub Category 11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 F4U085TT THUNDERBOLT 2 EXPRESS DOCK HD, W/ 1M CAB Hardware Product Systems - Port Expansion 11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 F5L171TTBLK KYBD W/ CASE BLK IPAD AIR 5G Hardware Product Input Devices - Keyboards 11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 MB829LL/A APPLE MAGIC MOUSE Hardware Product Input Devices - Pointing Devices 11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 MC184LL/B APPLE WIRELESS KEYBOARD - KEYBOARD - WIR Hardware Product Input Devices - Keyboards 11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 MC914LL/B APPLE 27” MONITOR Hardware Product Output Devices - Monitors 11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 MH2M2LL/A APPLE IPAD AIR 2 WI-FI + CELLULAR - TABL Hardware Product Systems - Handhelds 11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 S3141LL/A APPLECARE PROTECTION PLAN FOR MACBOOK/MA Services Services - Warranty Electronic 11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 S4738LL/A APPLECARE+ PROTECTION PLAN FOR IPAD (WIT Services Services - Warranty Electronic 11111111 PUBLIC SECTOR CLIENT PO1240 04-16-2015 318275903 Z0QP-2101696265 MACBOOK PRO 13-INCH WITH RETINA DISPLAY Hardware Product Systems - Notebooks 11111111 PUBLIC SECTOR CLIENT PO1240 06-16-2015 55478488 F5L171TTBLK KYBD W/ CASE BLK IPAD AIR 5G Hardware Product Input Devices - Keyboards 11111111 PUBLIC SECTOR CLIENT PO1240 06-16-2015 55478488 F5L171TTBLK KYBD W/ CASE BLK IPAD AIR 5G Hardware Product Input Devices - Keyboards 11111111 PUBLIC SECTOR CLIENT PO1243 06-11-2015 318503473 MB829LL/A APPLE MAGIC MOUSE Hardware Product Input Devices - Pointing Devices 11111111 PUBLIC SECTOR CLIENT PO1243 06-11-2015 318503473 MC184LL/B APPLE WIRELESS KEYBOARD - KEYBOARD - WIR Hardware Product Input Devices - Keyboards 11111111 PUBLIC SECTOR CLIENT PO1243 06-11-2015 318503473 S3141LL/A APPLECARE PROTECTION PLAN FOR MACBOOK/MA Services Services - Warranty Electronic 11111111 PUBLIC SECTOR CLIENT PO1243 06-11-2015 318503473 Z0QP-2101696265 MACBOOK PRO 13-INCH WITH RETINA DISPLAY Hardware Product Systems - Notebooks 11111111 PUBLIC SECTOR CLIENT PO7156 01-22-2015 317925650 090NMPRMMNT1 NETMOTION MOBILITY XE MP PREMIUM SW MNT Maintenance Software - Software Service/Support 11111111 PUBLIC SECTOR CLIENT PO7186 01-26-2015 317936137 WS11-LW-UG-CE VMWARE UPG WORKSTATION 11 UPG FROM VERSI License Software - Applications 11111111 PUBLIC SECTOR CLIENT PO7216 03-03-2015 318087173 269-12445-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA License & Maint Software - Applications 11111111 PUBLIC SECTOR CLIENT PO7216 03-03-2015 318087173 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint Software - Applications 11111111 PUBLIC SECTOR CLIENT PO7216 03-03-2015 318087173 76A-00010-ESA3 MS EA ENT CAL LIC/SA PLATFORM USER CAL W License & Maint Software - Applications 11111111 PUBLIC SECTOR CLIENT PO7216 03-31-2015 55462255 269-12445-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA License & Maint Software - Applications 11111111 PUBLIC SECTOR CLIENT PO7216 03-31-2015 55462255 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint Software - Applications 11111111 PUBLIC SECTOR CLIENT PO7216 03-31-2015 55462255 76A-00010-ESA3 MS EA ENT CAL LIC/SA PLATFORM USER CAL W License & Maint Software - Applications 11111111 PUBLIC SECTOR CLIENT PO7216 04-29-2015 55467926 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint Software - Applications 11111111 PUBLIC SECTOR CLIENT PO7216 04-29-2015 55467926 76A-00010-ESA3 MS EA ENT CAL LIC/SA PLATFORM USER CAL W License & Maint Software - Applications 11111111 PUBLIC SECTOR CLIENT PO7234 02-26-2015 318067669 7016463-GOVED SAP CRYSTAL REPORTS 2013 MP NAMED USR LI License Software - Applications 11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 076-01912-ESA3 MS EA PROJECT 32 BIT WIN SA ALL LANG Maintenance Software - Software Service/Support 11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 125-00124-ESA3 MS EA VISUAL STUDIO FOUNDATION SERVER SA Maintenance Software - Software Service/Support 11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 126-00196-ESA3 MS EA VISUAL STUDIO FOUNDATION SERVER SA Maintenance Software - Software Service/Support 11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 269-12442-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT Maintenance Software - Software Service/Support 11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 312-02257-ESA3 MS EA EXCHANGE SERVER SA ALL LANG Maintenance Software - Software Service/Support 11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 395-02504-ESA3 MS EA EXCHANGE SERVER ENT SA ALL LANG Maintenance Software - Software Service/Support 11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 5HU-00216-ESA3 MS EA LYNC SERVER SA ALL LANG Maintenance Software - Software Service/Support 11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint Software - Applications 11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 6VC-01254-ESA3 MS EA WINDOWS REMOTE DESKTOP SERVICES CA Maintenance Software - Software Service/Support 11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 76A-00016-ESA3 MS EA ENT CAL SA PLATFORM USER CAL W/SVC Maintenance Software - Software Service/Support 11111111 PUBLIC SECTOR CLIENT PO7290 03-17-2015 318146851 77D-00111-ESA3 MS EA VISUAL STUDIO PRO W/MSDN MP SA ALL Maintenance Software - Software Service/Support 4.H.f Packet Pg. 169 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Order Confirmation For Period: 01-01-2015 thru 11-24-2015 Media Quantity Total Sales Currency Invoice #Invoice Date Shipment Tracking #Receiver of Parcel Expected Delivery Date Shippable 1.00 0.00 USD 1100414399 04-19-2015 065323278XY3326 04-17-2015 Shippable 5.00 0.00 USD 1100414399 04-19-2015 65323XY3381819 04-17-2015 Shippable 1.00 0.00 USD 1100414399 04-19-2015 1Z643901ABC2522437 MIKE 04-17-2015 Shippable 1.00 0.00 USD 1100414399 04-19-2015 2780XY553957145 04-17-2015 Shippable 1.00 0.00 USD 1100414399 04-19-2015 1Z64390ABC25278424 MIKE 04-17-2015 Shippable 5.00 0.00 USD 1100414399 04-19-2015 919396XY4438066 04-17-2015 Non Shippable 2.00 0.00 USD 1100414498 04-20-2015 Delivery 0807922814 tracking below Non Shippable 5.00 0.00 USD 1100414498 04-20-2015 Delivery 0807922814 tracking below Shippable 2.00 0.00 USD 1100414498 04-20-2015 NONE AVAILABLE 04-20-2015 Shippable -4.00 0.00 USD 1100425804 06-25-2015 06-25-2015 Shippable -1.00 0.00 USD 1100425804 06-25-2015 06-25-2015 Shippable 1.00 0.00 USD 1100423256 06-12-2015 1Z64390ABC56751940 06-12-2015 Shippable 1.00 0.00 USD 1100423256 06-12-2015 278014XY7775735 06-12-2015 Non Shippable 1.00 0.00 USD 1100424203 06-17-2015 32501XY88105 Shippable 1.00 0.00 USD 1100423826 06-16-2015 NONE AVAILABLE 06-16-2015 ESD 1.00 0.00 USD 1100402446 01-22-2015 VENDOR CONFRIMATION ESD 3.00 0.00 USD 1100402934 01-26-2015 NONE AVAILABLE ESD 4.00 0.00 USD 1100408270 03-05-2015 ESD 260.00 0.00 USD 1100408270 03-05-2015 ESD 260.00 0.00 USD 1100408270 03-05-2015 ESD -4.00 0.00 USD 1100415135 04-23-2015 ESD -215.00 0.00 USD 1100415135 04-23-2015 ESD -215.00 0.00 USD 1100415135 04-23-2015 ESD -45.00 0.00 USD 1100416202 04-30-2015 ESD -45.00 0.00 USD 1100416202 04-30-2015 ESD 1.00 0.00 USD 1100407896 03-03-2015 ESD ESD 100.00 0.00 USD 1100412301 04-01-2015 ESD 2.00 0.00 USD 1100412301 04-01-2015 ESD 49.00 0.00 USD 1100412301 04-01-2015 ESD 1,650.00 0.00 USD 1100412301 04-01-2015 ESD 1.00 0.00 USD 1100412301 04-01-2015 ESD 3.00 0.00 USD 1100412301 04-01-2015 ESD 1.00 0.00 USD 1100412301 04-01-2015 ESD 1,394.00 0.00 USD 1100412301 04-01-2015 ESD 75.00 0.00 USD 1100412301 04-01-2015 ESD 1,394.00 0.00 USD 1100412301 04-01-2015 ESD 7.00 0.00 USD 1100412301 04-01-2015 4.H.f Packet Pg. 170 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Invoice Summary For Period: 01-01-2015 thru 11-24-2015 Ops Center Invoice Date PO Number PO Release No.Invoice #Order Date Shipping Location Shipping State / Province Shipping Country Shipping Date Invoice Total Currency North America (SAP)01-05-2015 PO7136 1100400352 12-29-2014 TEMPE AZ US 1,864.50 USD North America (SAP)01-22-2015 PO7156 1100402446 01-22-2015 TEMPE AZ US 13,846.70 USD North America (SAP)01-26-2015 PO7186 1100402934 01-26-2015 TEMPE AZ US 372.99 USD North America (SAP)02-26-2015 PO7293 1100407272 02-26-2015 TEMPE AZ US 408.41 USD North America (SAP)03-03-2015 PO7234 1100407896 02-26-2015 TEMPE AZ US 357.97 USD North America (SAP)03-05-2015 PO7216 1100408270 03-03-2015 TEMPE AZ US 105,904.64 USD North America (SAP)03-07-2015 PO7306 1100408539 03-06-2015 TEMPE AZ US 363.04 USD North America (SAP)03-17-2015 PO7297 1100409812 03-17-2015 TEMPE AZ US 15,034.95 USD North America (SAP)03-17-2015 PO7297 1100409817 03-17-2015 TEMPE AZ US 152,418.95 USD North America (SAP)04-01-2015 PO7290 1100412301 03-17-2015 TEMPE AZ US 694,296.20 USD North America (SAP)04-19-2015 PO1240 1100414399 04-16-2015 TEMPE AZ US 04-17-2015 5,938.67 USD North America (SAP)04-20-2015 PO1240 1100414498 04-16-2015 TEMPE AZ US 801.41 USD North America (SAP)04-20-2015 PO1240 1100414498 04-16-2015 TEMPE AZ US 04-20-2015 4,371.90 USD North America (SAP)04-23-2015 PO7216 1100415135 03-31-2015 TEMPE AZ US -87,860.99 USD North America (SAP)04-29-2015 PO7364 1100415986 04-28-2015 TEMPE AZ US 80,558.59 USD North America (SAP)04-30-2015 PO7216 1100416202 04-29-2015 TEMPE AZ US -18,043.65 USD North America (SAP)04-30-2015 PO7297 1100416203 04-29-2015 TEMPE AZ US -12,937.05 USD North America (SAP)05-11-2015 PO7297 1100417865 05-11-2015 TEMPE AZ US 976.50 USD North America (SAP)05-12-2015 PO7431 1100418088 05-11-2015 TEMPE AZ US 8,484.00 USD North America (SAP)05-20-2015 PO7431 1100419290 05-11-2015 TEMPE AZ US 137.36 USD North America (SAP)05-20-2015 PO7431 1100419290 05-19-2015 TEMPE AZ US 97.69 USD North America (SAP)06-04-2015 PO7484 1100421871 06-04-2015 TEMPE AZ US 90.73 USD North America (SAP)06-05-2015 PO7482 1100422056 06-04-2015 TEMPE AZ US 06-05-2015 199.53 USD North America (SAP)06-12-2015 PO1243 1100423256 06-11-2015 TEMPE AZ US 06-12-2015 137.34 USD North America (SAP)06-16-2015 PO1243 1100423826 06-11-2015 TEMPE AZ US 06-16-2015 2,185.95 USD 4.H.f Packet Pg. 171 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Overall Sales History For Period: 01-01-2015 thru 11-24-2015 Ops Center Reporting Parent ID Reporting Parent Name Account No Account Name Billing Account No Billing Name Product Category / Sub Category Product Type Country of Usage North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Software Service/Support Maintenance US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Input Devices - Keyboards Hardware Product North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Input Devices - Keyboards Hardware Product North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Input Devices - Keyboards Hardware Product North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Input Devices - Keyboards Hardware Product North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Input Devices - Keyboards Hardware Product North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Input Devices - Pointing Devices Hardware Product North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Input Devices - Pointing Devices Hardware Product North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Output Devices - Monitors Hardware Product North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Services - Warranty Electronic Services North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Services - Warranty Electronic Services North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Services - Warranty Electronic Services North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Services - Warranty Physical Services North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 44444444 PUBLIC SECTOR CLIENT Software - Applications License & Maint US 4.H.f Packet Pg. 172 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Overall Sales History For Period: 01-01-2015 thru 11-24-2015 Language Media Customer Material No Invoice Number Invoice Date Invoice Status Invoice Quantity Line Item No Qty Ordered Manufacturer Insight Material No Manufacturer Material No US ENGLISH ESD 1100402446 01-22-2015 Invoiced 1.00 10 1.00 NetMotion Wireless 090NMPRMMNT1 090NMPRMMNT1 Shippable 1100414399 04-19-2015 Invoiced 1.00 40 1.00 Apple MC184LL/B MC184LL/B Shippable 1100414399 04-19-2015 Invoiced 5.00 60 5.00 Belkin Components F5L171TTBLK F5L171TTBLK Shippable 1100423256 06-12-2015 Invoiced 1.00 20 1.00 Apple MC184LL/B MC184LL/B Shippable 1100425804 06-25-2015 Invoiced -4.00 10 5.00 Belkin Components F5L171TTBLK F5L171TTBLK Shippable 1100425804 06-25-2015 Invoiced -1.00 20 5.00 Belkin Components F5L171TTBLK F5L171TTBLK Shippable 1100414399 04-19-2015 Invoiced 1.00 10 1.00 Apple MB829LL/A MB829LL/A Shippable 1100423256 06-12-2015 Invoiced 1.00 10 1.00 Apple MB829LL/A MB829LL/A Shippable 1100414399 04-19-2015 Invoiced 1.00 20 1.00 Apple MC914LL/B MC914LL/B Non Shippable 1100414498 04-20-2015 Invoiced 2.00 20 2.00 Apple S3141LL/A S3141LL/A Non Shippable 1100414498 04-20-2015 Invoiced 5.00 30 5.00 Apple S4738LL/A S4738LL/A Non Shippable 1100424203 06-17-2015 Invoiced 1.00 10 1.00 Apple S3141LL/A S3141LL/A Non Shippable 1100422056 06-05-2015 Invoiced 1.00 10 1.00 Apple MD014LL/A MD014LL/A ESD 1100434734 08-20-2015 Invoiced 2.00 10 2.00 Nuance Communications K609A-S00-13.0 K609A-S00-13.0 Shippable 1100434734 08-20-2015 Invoiced 4.00 20 4.00 Nuance Communications K689A-K00-13.0 K689A-K00-13.0 ESD 1100434734 01-26-2015 Invoiced 3.00 10 3.00 VMware WS11-LW-UG-CE WS11-LW-UG-CE ESD 1100431896 07-31-2015 Invoiced 3.00 10 3.00 TechSmith SNAGG01-12-E SNAGG01-12-E ESD 1100432946 08-09-2015 Invoiced 50.00 10 50.00 Nuance Communications AV09A-S99-1.0 AV09A-S99-1.0 ESD 1100433645 08-13-2015 Invoiced 1.00 10 1.00 Inbit FS1064ESD FS1064ESD US ENGLISH ESD 1100407896 03-03-2015 Invoiced 1.00 10 1.00 SAP 7016463-GOVED 7016463-GOVED US ENGLISH ESD 1100446028 10-23-2015 Invoiced 1.00 10 1.00 Adobe Systems 210-1337-11 210-1337-11 ALL LANGUAGES ESD 1100408270 03-05-2015 Invoiced 4.00 30 4.00 Microsoft 269-12445-ESA3 269-12445 ALL LANGUAGES ESD 1100408270 03-05-2015 Invoiced 260.00 10 260.00 Microsoft 6U3-00004-ESA3 6U3-00004 ALL LANGUAGES ESD 1100408270 03-05-2015 Invoiced 260.00 20 260.00 Microsoft 76A-00010-ESA3 76A-00010 ALL LANGUAGES ESD 1100409812 03-17-2015 Invoiced 215.00 10 215.00 Microsoft 3NS-00003-ESA3 3NS-00003 ALL LANGUAGES ESD 1100409817 03-17-2015 Invoiced 10.00 10 10.00 Microsoft 7JQ-00448-ESA3 7JQ-00448 ALL LANGUAGES ESD 1100409817 03-17-2015 Invoiced 45.00 30 45.00 Microsoft 76A-00010-ESA3 76A-00010 ALL LANGUAGES ESD 1100409817 03-17-2015 Invoiced 225.00 20 225.00 Microsoft 6VC-01252-ESA3 6VC-01252 ALL LANGUAGES ESD 1100412301 04-01-2015 Invoiced 1.00 260 1.00 Microsoft U2V-00007-ESA3 U2V-00007 ALL LANGUAGES ESD 1100412301 04-01-2015 Invoiced 1.00 280 1.00 Microsoft U7U-00001-ESA3 U7U-00001 ALL LANGUAGES ESD 1100412301 04-01-2015 Invoiced 100.00 250 100.00 Microsoft T3V-00007-ESA3 T3V-00007 ALL LANGUAGES ESD 1100412301 04-01-2015 Invoiced 1,394.00 270 1,394.00 Microsoft 6U3-00004-ESA3 6U3-00004 ALL LANGUAGES ESD 1100415135 04-23-2015 Invoiced -215.00 10 215.00 Microsoft 6U3-00004-ESA3 6U3-00004 ALL LANGUAGES ESD 1100415135 04-23-2015 Invoiced -215.00 20 215.00 Microsoft 76A-00010-ESA3 76A-00010 ALL LANGUAGES ESD 1100415135 04-23-2015 Invoiced -4.00 30 4.00 Microsoft 269-12445-ESA3 269-12445 ALL LANGUAGES ESD 1100416202 04-30-2015 Invoiced -45.00 10 45.00 Microsoft 6U3-00004-ESA3 6U3-00004 ALL LANGUAGES ESD 1100416202 04-30-2015 Invoiced -45.00 20 45.00 Microsoft 76A-00010-ESA3 76A-00010 4.H.f Packet Pg. 173 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Overall Sales History For Period: 01-01-2015 thru 11-24-2015 Material Description Version Unit Price MSRP Ext Price EWR Fee Freight Line Freight Total Tax PST/QST GST/HST Total Currency Exchange Rate Order Date Order Number NETMOTION MOBILITY XE MP PREMIUM SW MNT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 01-22-2015 317925650 APPLE WIRELESS KEYBOARD - KEYBOARD - WIR 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 04-16-2015 318275903 KYBD W/ CASE BLK IPAD AIR 5G 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 04-16-2015 318275903 APPLE WIRELESS KEYBOARD - KEYBOARD - WIR 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 06-11-2015 318503473 KYBD W/ CASE BLK IPAD AIR 5G 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 06-16-2015 55478488 KYBD W/ CASE BLK IPAD AIR 5G 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 06-16-2015 55478488 APPLE MAGIC MOUSE 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 04-16-2015 318275903 APPLE MAGIC MOUSE 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 06-11-2015 318503473 APPLE 27” MONITOR 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 04-16-2015 318275903 APPLECARE PROTECTION PLAN FOR MACBOOK/MA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 04-16-2015 318275903 APPLECARE+ PROTECTION PLAN FOR IPAD (WIT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 04-16-2015 318275903 APPLECARE PROTECTION PLAN FOR MACBOOK/MA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 06-11-2015 318503473 APP FOR MB/MB AIR/13 MB PRO E/KACCSUSA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 06-04-2015 318470252 GOV STATE/LOCAL ENG DRAGON CROMNATURALLY 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 08-19-2015 318784158 NUANCE DRAGON NATURALLYSPEAKING PREMIUM 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 08-19-2015 318784158 VMWARE UPG WORKSTATION 11 UPG FROM VERSI 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 01-26-2015 317936137 SNAGIT-12 ELECTRONIC 1 1U GOV 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 07-31-2015 318710069 NUANCE POWERPDF ADVANCED, STATE & LOCAL,0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 07-31-2015 318691724 FULLSHOT 10 PROFESSIONAL EDITION SITE LI 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 08-13-2015 318758776 SAP CRYSTAL REPORTS 2013 MP NAMED USR LI 2013 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 02-26-2015 318067669 ADOBE FLP LIVECYCLE DESIGNER 11 MP PER U 11 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 10-19-2015 319019181 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-03-2015 318087173 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-03-2015 318087173 MS EA ENT CAL LIC/SA PLATFORM USER CAL W 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-03-2015 318087173 MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-17-2015 318146273 MS EA SQL SERVER ENTERPRISE CORE SA STEP 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-17-2015 318146325 MS EA ENT CAL LIC/SA PLATFORM USER CAL W 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-17-2015 318146325 MS EA WINDOWS REMOTE DESKTOP SERVICES CA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-17-2015 318146325 MS EA BINGS MAPS ENT PLATFORM MONTHLY SU 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-17-2015 318146851 MS EA WINDOWS INTUNE USL ADD-ON MONTHLY 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-17-2015 318146851 MS EA BING MAPS KNOWN USER MONTHLY SUB P 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-17-2015 318146851 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-17-2015 318146851 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-31-2015 55462255 MS EA ENT CAL LIC/SA PLATFORM USER CAL W 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-31-2015 55462255 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 03-31-2015 55462255 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 04-29-2015 55467926 MS EA ENT CAL LIC/SA PLATFORM USER CAL W 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 USD 1.00 04-29-2015 55467926 4.H.f Packet Pg. 174 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Overall Sales History For Period: 01-01-2015 thru 11-24-2015 Order Type PO No PO Release No. Serial No Asset Tag Sales Rep Name Service Rep Name Ship Date Ship Method Carrier Shipping Account Number Shipping Name Shipping Attention Shipping Address Shipping City Direct PO7156 Susan Jones Other 12511 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO1240 Susan Jones 04-17-2015 Ground Federal Express 210311 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO1240 Susan Jones 04-17-2015 Ground Federal Express 210011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO1243 Susan Jones 06-12-2015 Ground Federal Express 210311 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO1240 Susan Jones 06-25-2015 Ground Federal Express PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO1240 Susan Jones 06-25-2015 Ground Federal Express PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO1240 Susan Jones 04-17-2015 Ground United Parcel Services PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO1243 Susan Jones 06-12-2015 Ground United Parcel Services PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO1240 Susan Jones 04-17-2015 Ground United Parcel Services PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO1240 Susan Jones Ground Other 400911 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO1240 Susan Jones Ground Other 400911 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO1243 Susan Jones Ground Other 400911 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7482 Susan Jones 06-05-2015 Ground Federal Express 11 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7612 Susan Jones Ground Federal Express 11 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7612 Susan Jones 08-20-2015 Ground Federal Express 11 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7186 Susan Jones Federal Express 210311 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7591 Susan Jones Electronic Delivery 3611 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7575 Susan Jones Electronic Delivery 11 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7576 Susan Jones Other 403611 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7234 Susan Jones Electronic Delivery 11 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7773 Susan Jones Electronic Delivery 16811 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7216 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7216 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7216 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7297 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7297 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7297 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7297 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7290 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7290 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7290 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7290 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7216 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7216 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7216 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7216 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE Direct PO7216 Susan Jones Electronic Delivery 6011 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE 4.H.f Packet Pg. 175 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Overall Sales History For Period: 01-01-2015 thru 11-24-2015 Shipping State / Province Shipping Country Shipping Postal Code Reference Number Web Group AZ US 85283-1234 36075317 AZ US 85283-1234 36860366 AZ US 85283-1234 36860366 AZ US 85283-1234 37393210 AZ US 85283-1234 36860366 AZ US 85283-1234 36860366 AZ US 85283-1234 36860366 AZ US 85283-1234 37393210 AZ US 85283-1234 36860366 AZ US 85283-1234 36860366 AZ US 85283-1234 36860366 AZ US 85283-1234 37393210 AZ US 85283-1234 37319186 AZ US 85283-1234 38026347 AZ US 85283-1234 38026347 AZ US 85283-1234 36098157 AZ US 85283-1234 37855565 AZ US 85283-1234 37813806 AZ US 85283-1234 37966110 AZ US 85283-1234 36390964 AZ US 85283-1234 38576990 AZ US 85283-1234 36432635 AZ US 85283-1234 36432635 AZ US 85283-1234 36432635 AZ US 85283-1234 36565697 AZ US 85283-1234 36565786 AZ US 85283-1234 36565786 AZ US 85283-1234 36565786 AZ US 85283-1234 36566739 AZ US 85283-1234 36566739 AZ US 85283-1234 36566739 AZ US 85283-1234 36566739 AZ US 85283-1234 36432635 AZ US 85283-1234 36432635 AZ US 85283-1234 36432635 AZ US 85283-1234 36432635 AZ US 85283-1234 36432635 4.H.f Packet Pg. 176 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Product Totals by Account and Shipping Location For Period: 01-01-2015 thru 11-24-2015 Operations Center Account Number Account Name Shipping Location Name Shipping Attention Shipping Address Shipping City Shipping State / Province Shipping Postal Code Shipping Country Order Number Invoice Number PO Number PO Release No. North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318087173 1100408270 PO7216 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 55462255 1100415135 PO7216 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146273 1100409812 PO7297 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 55467935 1100416203 PO7297 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318087173 1100408270 PO7216 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 55462255 1100415135 PO7216 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 55467926 1100416202 PO7216 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146325 1100409817 PO7297 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318087173 1100408270 PO7216 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146325 1100409817 PO7297 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 55462255 1100415135 PO7216 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 55467926 1100416202 PO7216 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146325 1100409817 PO7297 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318758776 1100433645 PO7576 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 North America (SAP)11111111 PUBLIC SECTOR CLIENT PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 318146851 1100412301 PO7290 4.H.f Packet Pg. 177 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Product Totals by Account and Shipping Location For Period: 01-01-2015 thru 11-24-2015 Manufacturer Insight Part ID Mfr Part ID Product Description Invoiced Quantity Total Sales Currency Microsoft 076-01912-ESA3 076-01912 MS EA PROJECT 32 BIT WIN SA ALL LANG 100.00 0.00 USD Microsoft 125-00124-ESA3 125-00124 MS EA VISUAL STUDIO FOUNDATION SERVER SA 2.00 0.00 USD Microsoft 126-00196-ESA3 126-00196 MS EA VISUAL STUDIO FOUNDATION SERVER SA 49.00 0.00 USD Microsoft 269-12442-ESA3 269-12442 MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT 1,650.00 0.00 USD Microsoft 269-12445-ESA3 269-12445 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA 4.00 0.00 USD Microsoft 269-12445-ESA3 269-12445 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA -4.00 0.00 USD Microsoft 312-02257-ESA3 312-02257 MS EA EXCHANGE SERVER SA ALL LANG 1.00 0.00 USD Microsoft 395-02504-ESA3 395-02504 MS EA EXCHANGE SERVER ENT SA ALL LANG 3.00 0.00 USD Microsoft 3NS-00003-ESA3 3NS-00003 MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR 215.00 0.00 USD Microsoft 3NS-00003-ESA3 3NS-00003 MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR -185.00 0.00 USD Microsoft 5HU-00216-ESA3 5HU-00216 MS EA LYNC SERVER SA ALL LANG 1.00 0.00 USD Microsoft 6U3-00004-ESA3 6U3-00004 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 260.00 0.00 USD Microsoft 6U3-00004-ESA3 6U3-00004 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 1,394.00 0.00 USD Microsoft 6U3-00004-ESA3 6U3-00004 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB -215.00 0.00 USD Microsoft 6U3-00004-ESA3 6U3-00004 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB -45.00 0.00 USD Microsoft 6VC-01252-ESA3 6VC-01252 MS EA WINDOWS REMOTE DESKTOP SERVICES CA 225.00 0.00 USD Microsoft 6VC-01254-ESA3 6VC-01254 MS EA WINDOWS REMOTE DESKTOP SERVICES CA 75.00 0.00 USD Microsoft 76A-00010-ESA3 76A-00010 MS EA ENT CAL LIC/SA PLATFORM USER CAL W 260.00 0.00 USD Microsoft 76A-00010-ESA3 76A-00010 MS EA ENT CAL LIC/SA PLATFORM USER CAL W 45.00 0.00 USD Microsoft 76A-00010-ESA3 76A-00010 MS EA ENT CAL LIC/SA PLATFORM USER CAL W -215.00 0.00 USD Microsoft 76A-00010-ESA3 76A-00010 MS EA ENT CAL LIC/SA PLATFORM USER CAL W -45.00 0.00 USD Microsoft 76A-00016-ESA3 76A-00016 MS EA ENT CAL SA PLATFORM USER CAL W/SVC 1,394.00 0.00 USD Microsoft 77D-00111-ESA3 77D-00111 MS EA VISUAL STUDIO PRO W/MSDN MP SA ALL 7.00 0.00 USD Microsoft 7JQ-00343-ESA3 7JQ-00343 MS EA SQL SERVER ENTERPRISE CORE SA 2 LI 42.00 0.00 USD Microsoft 7JQ-00448-ESA3 7JQ-00448 MS EA SQL SERVER ENTERPRISE CORE SA STEP 10.00 0.00 USD Microsoft 7NQ-00292-ESA3 7NQ-00292 MS EA SQL SERVER STANDARD CORE SA 2 LIC 78.00 0.00 USD Microsoft 9ED-00073-ESA3 9ED-00073 MS EA VISUAL STUDIO PREM W/MSDN MP SA AL 39.00 0.00 USD Microsoft 9JD-00053-ESA3 9JD-00053 MS EA VISUAL STUDIO ULTIMATE W/MSDN MP S 34.00 0.00 USD Microsoft CW2-00307-ESA3 CW2-00307 MS EA WINDOWS ENT FOR SA SA PLATFORM ALL 1,650.00 0.00 USD Microsoft D87-01159-ESA3 D87-01159 MS EA VISIO PRO 32 BIT WIN SA ALL LANG 108.00 0.00 USD Inbit FS1064ESD FS1064ESD FULLSHOT 10 PROFESSIONAL EDITION SITE LI 1.00 0.00 USD Microsoft H04-00268-ESA3 H04-00268 MS EA SHAREPOINT SERVER WNT SA ALL LANG 5.00 0.00 USD Microsoft H21-00420-ESA3 H21-00420 MS EA PROJECT SERVER 32 BIT WIN SA DEVIC 10.00 0.00 USD Microsoft H22-00475-ESA3 H22-00475 MS EA PROJECT SERVER 32 BIT WIN SA ALL L 1.00 0.00 USD Microsoft H30-00238-ESA3 H30-00238 MS EA PROJECT PRO 32 BIT WIN SA ALL LANG 67.00 0.00 USD Microsoft P71-07282-ESA3 P71-07282 MS EA WINDOWS SERVER DATACENTER SA 2 PRO 22.00 0.00 USD Microsoft P73-05898-ESA3 P73-05898 MS EA WINDOWS SERVER STANDARD SA 2 PROC 170.00 0.00 USD 4.H.f Packet Pg. 178 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Product Type Summary by Manufacturer For Period: 01-01-2015 thru 11-24-2015 Manufacturer License Maintenance License & Maint Bundles Media & Docs Shrinkwrap Other Software Hardware Services Total Sales Currency Adobe Systems 268.15 18,773.10 13,695.44 0.00 0.00 0.00 0.00 0.00 32,736.69 USD Apple 0.00 0.00 0.00 0.00 0.00 0.00 11,452.50 1,207.72 12,660.22 USD Belkin Components 0.00 0.00 0.00 0.00 0.00 0.00 313.91 0.00 313.91 USD IBM 0.00 80,558.59 0.00 0.00 0.00 0.00 0.00 0.00 80,558.59 USD Inbit 3,392.87 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3,392.87 USD Microsoft 0.00 655,400.25 267,756.01 0.00 0.00 0.00 0.00 0.00 923,156.26 USD NetMotion Wireless 0.00 13,846.70 0.00 0.00 0.00 0.00 0.00 0.00 13,846.70 USD Nuance Communications 4,160.24 2,378.50 0.00 0.00 0.00 0.00 0.00 0.00 6,538.74 USD SAP 357.97 0.00 0.00 0.00 0.00 0.00 0.00 0.00 357.97 USD Symantec 0.00 32,350.47 357.48 0.00 0.00 0.00 0.00 0.00 32,707.95 USD TechSmith 102.63 0.00 0.00 0.00 0.00 0.00 0.00 0.00 102.63 USD VMware 372.99 0.00 0.00 0.00 0.00 0.00 0.00 0.00 372.99 USD 4.H.f Packet Pg. 179 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Product Totals by Manufacturer For Period: 01-01-2015 thru 11-24-2015 Manufacturer Insight Part ID Product Description Product Type Product Category / Sub Category # of Users Mfr Part ID Invoiced Quantity Total Sales Currency Microsoft 7JQ-00448-ESA3 MS EA SQL SERVER ENTERPRISE CORE SA STEP License & Maint Software - Applications 1 7JQ-00448 16.00 0.00 USD Microsoft 269-12442-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT Maintenance Software - Software Service/Support 1 269-12442 1,650.00 0.00 USD Microsoft 76A-00016-ESA3 MS EA ENT CAL SA PLATFORM USER CAL W/SVC Maintenance Software - Software Service/Support 1 76A-00016 1,394.00 0.00 USD Microsoft 7JQ-00343-ESA3 MS EA SQL SERVER ENTERPRISE CORE SA 2 LI Maintenance Software - Software Service/Support 1 7JQ-00343 42.00 0.00 USD Microsoft 9JD-00053-ESA3 MS EA VISUAL STUDIO ULTIMATE W/MSDN MP S Maintenance Software - Software Service/Support 1 9JD-00053 34.00 0.00 USD Microsoft CW2-00307-ESA3 MS EA WINDOWS ENT FOR SA SA PLATFORM ALL Maintenance Software - Software Service/Support 1 CW2-00307 1,650.00 0.00 USD Microsoft 7NQ-00292-ESA3 MS EA SQL SERVER STANDARD CORE SA 2 LIC Maintenance Software - Software Service/Support 1 7NQ-00292 78.00 0.00 USD Microsoft 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint Software - Applications 1 6U3-00004 1,439.00 0.00 USD IBM E064ILL-IMPPA IBM COGNOS 8ENT PANNING TM1 CONTRIBUTOR Maintenance Software - Software Service/Support 1 E064ILL 99.00 0.00 USD Microsoft 9ED-00073-ESA3 MS EA VISUAL STUDIO PREM W/MSDN MP SA AL Maintenance Software - Software Service/Support 1 9ED-00073 39.00 0.00 USD Microsoft 6VC-01252-ESA3 MS EA WINDOWS REMOTE DESKTOP SERVICES CA License & Maint Software - Applications 1 6VC-01252 225.00 0.00 USD Microsoft P73-05898-ESA3 MS EA WINDOWS SERVER STANDARD SA 2 PROC Maintenance Software - Software Service/Support 1 P73-05898 170.00 0.00 USD Microsoft P71-07282-ESA3 MS EA WINDOWS SERVER DATACENTER SA 2 PRO Maintenance Software - Software Service/Support 1 P71-07282 22.00 0.00 USD IBM E064GLL-IMPPA IBM COGNOS 8ENT PANNING TM1 MOD AUTH USE Maintenance Software - Software Service/Support 1 E064GLL 7.00 0.00 USD Symantec 0E7IOZZ0-ER1GH GOV ENDPT PROTEC 12.1 P-U RNWL ESS 12M H Maintenance Software - Software Service/Support 250+0E7IOZZ0-ER1GH 1,800.00 0.00 USD Microsoft 76A-00010-ESA3 MS EA ENT CAL LIC/SA PLATFORM USER CAL W License & Maint Software - Applications 1 76A-00010 45.00 0.00 USD IBM E09S0LL-IMPPA IBM COGNOS EXECUTIVE VIEWER SVR PA ANNL Maintenance Software - Software Service/Support 1 E09S0LL 92.00 0.00 USD NetMotion Wireless 090NMPRMMNT1 NETMOTION MOBILITY XE MP PREMIUM SW MNT Maintenance Software - Software Service/Support 090NMPRMMNT1 1.00 0.00 USD Microsoft H30-00238-ESA3 MS EA PROJECT PRO 32 BIT WIN SA ALL LANG Maintenance Software - Software Service/Support 1 H30-00238 67.00 0.00 USD Microsoft 076-01912-ESA3 MS EA PROJECT 32 BIT WIN SA ALL LANG Maintenance Software - Software Service/Support 1 076-01912 100.00 0.00 USD Microsoft D87-01159-ESA3 MS EA VISIO PRO 32 BIT WIN SA ALL LANG Maintenance Software - Software Service/Support 1 D87-01159 108.00 0.00 USD IBM E08BCLL-IMPPA IBM COGNOS ANALYTICS SVR PVU SW SNS RNW Maintenance Software - Software Service/Support 1 E08BCLL 280.00 0.00 USD Adobe Systems 65227494BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO License & Maint Software - Applications 1 65227494BC01A12 20.00 0.00 USD Microsoft 3MS-00001-ESA3 MS EA EXCHANGE ONLINE PLAN 1G SHRDSVR MO License & Maint Software - Applications 1 3MS-00001 300.00 0.00 USD Adobe Systems 65196283AC02A12 ADOBE CLPG 5.X ACROBAT PRO MLP RNW 1YR-1 Maintenance Software - Software Service/Support 1 65196283AC02A12 182.00 0.00 USD Adobe Systems 65197225AC02A12 ADOBE CLPG 5.X ACROBAT STD MP RNW 1YR-12 Maintenance Software - Software Service/Support 1 65197225AC02A12 266.00 0.00 USD Symantec 10W1OZZ0-ER1GS SYMAN PROT ENGINE FOR CLOUD 7.5 P RNWL 1 Maintenance Software - Software Service/Support 10W1OZZ0-ER1GS 6.00 0.00 USD Apple Z0QP-2101696265 MACBOOK PRO 13-INCH WITH RETINA DISPLAY Hardware Product Systems - Notebooks Z0QP-2101696265 3.00 0.00 USD Microsoft H04-00268-ESA3 MS EA SHAREPOINT SERVER WNT SA ALL LANG Maintenance Software - Software Service/Support 1 H04-00268 5.00 0.00 USD Symantec FDYTOZZ0-ER1GS GOV PROT F SHAREPT SVR 6-EXT ACS LIC RNW Maintenance Software - Software Service/Support 1+FDYTOZZ0-ER1GS 3.00 0.00 USD Apple MH2M2LL/A APPLE IPAD AIR 2 WI-FI + CELLULAR - TABL Hardware Product Systems - Handhelds MH2M2LL/A 5.00 0.00 USD Microsoft 126-00196-ESA3 MS EA VISUAL STUDIO FOUNDATION SERVER SA Maintenance Software - Software Service/Support 1 126-00196 49.00 0.00 USD Nuance Communications AV09A-S99-1.0 NUANCE POWERPDF ADVANCED, STATE & LOCAL,License Software - Applications AV09A-S99-1.0 50.00 0.00 USD Inbit FS1064ESD FULLSHOT 10 PROFESSIONAL EDITION SITE LI License Software - Applications FS1064ESD 1.00 0.00 USD Adobe Systems 65227500BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO License & Maint Software - Applications 1 65227500BC01A12 6.00 0.00 USD IBM E09RZLL-IMPPA IBM COGNOS EXECUTIVE VIEWER SVR PVU ANNL Maintenance Software - Software Service/Support 1 E09RZLL 140.00 0.00 USD IBM E064KLL-IMPPA IBM ELA COGNOS 8ENT PANNING TM1 CONTRIBU Maintenance Software - Software Service/Support 1 E064KLL 140.00 0.00 USD 4.H.f Packet Pg. 180 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Purchase Activity Detail Report For Period: 01-01-2015 thru 11-24-2015 Insight Part ID Product Description Product Type Country of Usage Product Category / Sub Category Operations Center Account Number Account Name PO Number PO Release No. 076-01912-ESA3 MS EA PROJECT 32 BIT WIN SA ALL LANG Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7290 090NMPRMMNT1 NETMOTION MOBILITY XE MP PREMIUM SW MNT Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7156 0E7IOZZ0-ER1GH GOV ENDPT PROTEC 12.1 P-U RNWL ESS 12M H Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7723 10W1OZZ0-ER1GS SYMAN PROT ENGINE FOR CLOUD 7.5 P RNWL 1 Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7723 125-00124-ESA3 MS EA VISUAL STUDIO FOUNDATION SERVER SA Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7290 126-00196-ESA3 MS EA VISUAL STUDIO FOUNDATION SERVER SA Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7290 1ZB3OZZ0-ER1GH GOV PROT F SHAREPT SVR 6-P U RNWL ESS 12 Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7723 210-1337-11 ADOBE FLP LIVECYCLE DESIGNER 11 MP PER U License US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7773 269-12442-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7290 269-12445-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7216 269-12445-ESA3 MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7216 312-02257-ESA3 MS EA EXCHANGE SERVER SA ALL LANG Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7290 395-02504-ESA3 MS EA EXCHANGE SERVER ENT SA ALL LANG Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7290 3MS-00001-ESA3 MS EA EXCHANGE ONLINE PLAN 1G SHRDSVR MO License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7431 3NS-00003-ESA3 MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7297 3NS-00003-ESA3 MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7297 5HU-00216-ESA3 MS EA LYNC SERVER SA ALL LANG Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7290 65181975AC02A12 ADOBE CLPG 5.X ROBOHELP OFFICE MP IMPROV Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7542 65181983AC02A12 ADOBE CLPG 5.X CAPTIVATE MLP IMPROVED UP Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7542 65194015AC02A12 ADOBE CLPG 5.X PREMIERE ELEM MLP RNW 1YR Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7542 65194053AC02A12 ADOBE CLPG 5.X PHOTOSHOP ELEM MLP RNW 1Y Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7542 65196283AC02A12 ADOBE CLPG 5.X ACROBAT PRO MLP RNW 1YR-1 Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7542 65197225AC02A12 ADOBE CLPG 5.X ACROBAT STD MP RNW 1YR-12 Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7542 65206810BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7293 65206810BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7306 65206810BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7585 65206810BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7603 65222605AC02A12 ADOBE CLPG 5.X COLDFUSION STD ALP RNW 2 Maintenance US Software - Software Service/Support North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7542 65226053BC01A12 ADOBE VIPG PHOTOSHOP CC MLP SUB LIC F/CS License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7484 65227476BC01A12 ADOBE VIPG PHOTOSHOP CC MLP SUB LIC RNW License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7641 65227494BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7641 65227500BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7641 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7216 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7216 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7216 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7290 6U3-00004-ESA3 MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB License & Maint US Software - Applications North America (SAP)11111111 PUBLIC SECTOR CLIENT PO7297 4.H.f Packet Pg. 181 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Purchase Activity Detail Report For Period: 01-01-2015 thru 11-24-2015 Invoice Number Invoice Date Order Number Order Date Manufacturer Manufacturer Part ID Invoice Quantity Total Sales Currency 1100412301 04-01-2015 318146851 03-17-2015 Microsoft 076-01912-ESA3 100.00 0.00 USD 1100402446 01-22-2015 317925650 01-22-2015 NetMotion Wireless 090NMPRMMNT1 1.00 0.00 USD 1100441067 09-24-2015 318912713 09-22-2015 Symantec 0E7IOZZ0-ER1GH 1,800.00 0.00 USD 1100441067 09-24-2015 318912713 09-22-2015 Symantec 10W1OZZ0-ER1GS 6.00 0.00 USD 1100412301 04-01-2015 318146851 03-17-2015 Microsoft 125-00124-ESA3 2.00 0.00 USD 1100412301 04-01-2015 318146851 03-17-2015 Microsoft 126-00196-ESA3 49.00 0.00 USD 1100441067 09-24-2015 318912713 09-22-2015 Symantec 1ZB3OZZ0-ER1GH 1,394.00 0.00 USD 1100446028 10-23-2015 319019181 10-19-2015 Adobe Systems 210-1337-11 1.00 0.00 USD 1100412301 04-01-2015 318146851 03-17-2015 Microsoft 269-12442-ESA3 1,650.00 0.00 USD 1100408270 03-05-2015 318087173 03-03-2015 Microsoft 269-12445-ESA3 4.00 0.00 USD 1100415135 04-23-2015 55462255 03-31-2015 Microsoft 269-12445-ESA3 -4.00 0.00 USD 1100412301 04-01-2015 318146851 03-17-2015 Microsoft 312-02257-ESA3 1.00 0.00 USD 1100412301 04-01-2015 318146851 03-17-2015 Microsoft 395-02504-ESA3 3.00 0.00 USD 1100418088 05-12-2015 318367802 05-11-2015 Microsoft 3MS-00001-ESA3 300.00 0.00 USD 1100409812 03-17-2015 318146273 03-17-2015 Microsoft 3NS-00003-ESA3 215.00 0.00 USD 1100416203 04-30-2015 55467935 04-29-2015 Microsoft 3NS-00003-ESA3 -185.00 0.00 USD 1100412301 04-01-2015 318146851 03-17-2015 Microsoft 5HU-00216-ESA3 1.00 0.00 USD 1100429124 07-15-2015 318636209 07-15-2015 Adobe Systems 65181975AC02A12 2.00 0.00 USD 1100429124 07-15-2015 318636209 07-15-2015 Adobe Systems 65181983AC02A12 14.00 0.00 USD 1100429124 07-15-2015 318636209 07-15-2015 Adobe Systems 65194015AC02A12 4.00 0.00 USD 1100429124 07-15-2015 318636209 07-15-2015 Adobe Systems 65194053AC02A12 11.00 0.00 USD 1100429124 07-15-2015 318636209 07-15-2015 Adobe Systems 65196283AC02A12 182.00 0.00 USD 1100429124 07-15-2015 318636209 07-15-2015 Adobe Systems 65197225AC02A12 266.00 0.00 USD 1100407272 02-26-2015 318068829 02-26-2015 Adobe Systems 65206810BC01A12 1.00 0.00 USD 1100408539 03-07-2015 318103688 03-06-2015 Adobe Systems 65206810BC01A12 1.00 0.00 USD 1100431383 07-29-2015 318694161 07-28-2015 Adobe Systems 65206810BC01A12 1.00 0.00 USD 1100432226 08-04-2015 318721301 08-04-2015 Adobe Systems 65206810BC01A12 1.00 0.00 USD 1100429124 07-15-2015 318636209 07-15-2015 Adobe Systems 65222605AC02A12 1.00 0.00 USD 1100421871 06-04-2015 318470130 06-04-2015 Adobe Systems 65226053BC01A12 1.00 0.00 USD 1100447792 11-03-2015 319080121 11-03-2015 Adobe Systems 65227476BC01A12 2.00 0.00 USD 1100447792 11-03-2015 319080121 11-03-2015 Adobe Systems 65227494BC01A12 20.00 0.00 USD 1100447792 11-03-2015 319080121 11-03-2015 Adobe Systems 65227500BC01A12 6.00 0.00 USD 1100408270 03-05-2015 318087173 03-03-2015 Microsoft 6U3-00004-ESA3 260.00 0.00 USD 1100415135 04-23-2015 55462255 03-31-2015 Microsoft 6U3-00004-ESA3 -215.00 0.00 USD 1100416202 04-30-2015 55467926 04-29-2015 Microsoft 6U3-00004-ESA3 -45.00 0.00 USD 1100412301 04-01-2015 318146851 03-17-2015 Microsoft 6U3-00004-ESA3 1,394.00 0.00 USD 1100417865 05-11-2015 318368152 05-11-2015 Microsoft 6U3-00004-ESA3 45.00 0.00 USD 4.H.f Packet Pg. 182 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Purchase Summary by Account For Period: 01-01-2015 thru 11-24-2015 Operations Center Account No Account Name Account Attention Account Address Account City Account State / Province Account Postal Code Account Country Invoiced Quantity Extended Price Currency North America (SAP)11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US 12,979.00 1,106,745.50 USD 4.H.f Packet Pg. 183 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Purchase Summary by Manufacturer For Period: 01-01-2015 thru 11-24-2015 Manufacturer Manufacturer Material #Insight Part Number Description Invoiced Quantity Total Purchase Currency Adobe Systems 210-1337-11 210-1337-11 ADOBE FLP LIVECYCLE DESIGNER 11 MP PER U 1.00 0.00 USD Adobe Systems 65181975AC02A12 65181975AC02A12 ADOBE CLPG 5.X ROBOHELP OFFICE MP IMPROV 2.00 0.00 USD Adobe Systems 65181983AC02A12 65181983AC02A12 ADOBE CLPG 5.X CAPTIVATE MLP IMPROVED UP 14.00 0.00 USD Adobe Systems 65222605AC02A12 65222605AC02A12 ADOBE CLPG 5.X COLDFUSION STD ALP RNW 2 1.00 0.00 USD Adobe Systems 65226053BC01A12 65226053BC01A12 ADOBE VIPG PHOTOSHOP CC MLP SUB LIC F/CS 1.00 0.00 USD Adobe Systems 65227476BC01A12 65227476BC01A12 ADOBE VIPG PHOTOSHOP CC MLP SUB LIC RNW 2.00 0.00 USD Adobe Systems 65227494BC01A12 65227494BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO 20.00 0.00 USD Adobe Systems 65227500BC01A12 65227500BC01A12 ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO 6.00 0.00 USD Apple MB829LL/A MB829LL/A APPLE MAGIC MOUSE 2.00 0.00 USD Apple Z0QP-2101696265 Z0QP-2101696265 MACBOOK PRO 13-INCH WITH RETINA DISPLAY 3.00 0.00 USD Belkin Components F4U085TT F4U085TT THUNDERBOLT 2 EXPRESS DOCK HD, W/ 1M CAB 1.00 0.00 USD Belkin Components F5L171TTBLK F5L171TTBLK KYBD W/ CASE BLK IPAD AIR 5G 0.00 0.00 USD IBM E064GLL E064GLL-IMPPA IBM COGNOS 8ENT PANNING TM1 MOD AUTH USE 7.00 0.00 USD IBM E08BCLL E08BCLL-IMPPA IBM COGNOS ANALYTICS SVR PVU SW SNS RNW 280.00 0.00 USD IBM E09RZLL E09RZLL-IMPPA IBM COGNOS EXECUTIVE VIEWER SVR PVU ANNL 140.00 0.00 USD IBM E09S0LL E09S0LL-IMPPA IBM COGNOS EXECUTIVE VIEWER SVR PA ANNL 92.00 0.00 USD Inbit FS1064ESD FS1064ESD FULLSHOT 10 PROFESSIONAL EDITION SITE LI 1.00 0.00 USD Microsoft 076-01912 076-01912-ESA3 MS EA PROJECT 32 BIT WIN SA ALL LANG 100.00 0.00 USD Microsoft 125-00124 125-00124-ESA3 MS EA VISUAL STUDIO FOUNDATION SERVER SA 2.00 0.00 USD Microsoft 6VC-01254 6VC-01254-ESA3 MS EA WINDOWS REMOTE DESKTOP SERVICES CA 75.00 0.00 USD Microsoft T6L-00238 T6L-00238-ESA3 MS EA SYSTEM CENTER DATACENTER SA 2 PROC 1.00 0.00 USD Nuance Communications AV09A-S99-1.0 AV09A-S99-1.0 NUANCE POWERPDF ADVANCED, STATE & LOCAL,50.00 0.00 USD Nuance Communications M109B-SV2-8.0 M109B-SV2-8.0 NUANCE OLP PDF CONVERTER ENT 8 MP MNT &100.00 0.00 USD 4.H.f Packet Pg. 184 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Purchase Summary by Item Purchased For Period: 01-01-2015 thru 11-24-2015 Description Manufacturer Product Type Product Category / Sub Category Manufacturer Part Number Insight Part Number Invoiced Quantity Extended Price Currency ADOBE CLPG 5.X ACROBAT PRO MLP RNW 1YR-1 Adobe Systems Maintenance Software - Software Service/Support 65196283AC02A12 65196283AC02A12 182.00 0.00 USD ADOBE CLPG 5.X ACROBAT STD MP RNW 1YR-12 Adobe Systems Maintenance Software - Software Service/Support 65197225AC02A12 65197225AC02A12 266.00 0.00 USD ADOBE CLPG 5.X CAPTIVATE MLP IMPROVED UP Adobe Systems Maintenance Software - Software Service/Support 65181983AC02A12 65181983AC02A12 14.00 0.00 USD ADOBE CLPG 5.X COLDFUSION STD ALP RNW 2 Adobe Systems Maintenance Software - Software Service/Support 65222605AC02A12 65222605AC02A12 1.00 0.00 USD ADOBE CLPG 5.X PHOTOSHOP ELEM MLP RNW 1Y Adobe Systems Maintenance Software - Software Service/Support 65194053AC02A12 65194053AC02A12 11.00 0.00 USD ADOBE CLPG 5.X PREMIERE ELEM MLP RNW 1YR Adobe Systems Maintenance Software - Software Service/Support 65194015AC02A12 65194015AC02A12 4.00 0.00 USD ADOBE CLPG 5.X ROBOHELP OFFICE MP IMPROV Adobe Systems Maintenance Software - Software Service/Support 65181975AC02A12 65181975AC02A12 2.00 0.00 USD ADOBE FLP LIVECYCLE DESIGNER 11 MP PER U Adobe Systems License Software - Applications 210-1337-11 210-1337-11 1.00 0.00 USD ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO Adobe Systems License & Maint Software - Applications 65206810BC01A12 65206810BC01A12 4.00 0.00 USD ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO Adobe Systems License & Maint Software - Applications 65227494BC01A12 65227494BC01A12 20.00 0.00 USD ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO Adobe Systems License & Maint Software - Applications 65227500BC01A12 65227500BC01A12 6.00 0.00 USD ADOBE VIPG PHOTOSHOP CC MLP SUB LIC F/CS Adobe Systems License & Maint Software - Applications 65226053BC01A12 65226053BC01A12 1.00 0.00 USD ADOBE VIPG PHOTOSHOP CC MLP SUB LIC RNW Adobe Systems License & Maint Software - Applications 65227476BC01A12 65227476BC01A12 2.00 0.00 USD APP FOR MB/MB AIR/13 MB PRO E/KACCSUSA Apple Services Services - Warranty Physical MD014LL/A MD014LL/A 1.00 0.00 USD APPLE 27” MONITOR Apple Hardware Product Output Devices - Monitors MC914LL/B MC914LL/B 1.00 0.00 USD APPLE IPAD AIR 2 WI-FI + CELLULAR - TABL Apple Hardware Product Systems - Handhelds MH2M2LL/A MH2M2LL/A 5.00 0.00 USD APPLE MAGIC MOUSE Apple Hardware Product Input Devices - Pointing Devices MB829LL/A MB829LL/A 2.00 0.00 USD APPLE WIRELESS KEYBOARD - KEYBOARD - WIR Apple Hardware Product Input Devices - Keyboards MC184LL/B MC184LL/B 2.00 0.00 USD APPLECARE PROTECTION PLAN FOR MACBOOK/MA Apple Services Services - Warranty Electronic S3141LL/A S3141LL/A 3.00 0.00 USD APPLECARE+ PROTECTION PLAN FOR IPAD (WIT Apple Services Services - Warranty Electronic S4738LL/A S4738LL/A 5.00 0.00 USD MACBOOK PRO 13-INCH WITH RETINA DISPLAY Apple Hardware Product Systems - Notebooks Z0QP-2101696265 Z0QP-2101696265 3.00 0.00 USD KYBD W/ CASE BLK IPAD AIR 5G Belkin Components Hardware Product Input Devices - Keyboards F5L171TTBLK F5L171TTBLK 0.00 0.00 USD THUNDERBOLT 2 EXPRESS DOCK HD, W/ 1M CAB Belkin Components Hardware Product Systems - Port Expansion F4U085TT F4U085TT 1.00 0.00 USD IBM COGNOS 8ENT PANNING TM1 CONTRIBUTOR IBM Maintenance Software - Software Service/Support E064ILL E064ILL-IMPPA 99.00 0.00 USD IBM COGNOS 8ENT PANNING TM1 MOD AUTH USE IBM Maintenance Software - Software Service/Support E064GLL E064GLL-IMPPA 7.00 0.00 USD IBM COGNOS ANALYTICS SVR PVU SW SNS RNW IBM Maintenance Software - Software Service/Support E08BCLL E08BCLL-IMPPA 280.00 0.00 USD IBM COGNOS EXECUTIVE VIEWER SVR PA ANNL IBM Maintenance Software - Software Service/Support E09S0LL E09S0LL-IMPPA 92.00 0.00 USD IBM COGNOS EXECUTIVE VIEWER SVR PVU ANNL IBM Maintenance Software - Software Service/Support E09RZLL E09RZLL-IMPPA 140.00 0.00 USD IBM ELA COGNOS 8ENT PANNING TM1 CONTRIBU IBM Maintenance Software - Software Service/Support E064KLL E064KLL-IMPPA 140.00 0.00 USD FULLSHOT 10 PROFESSIONAL EDITION SITE LI Inbit License Software - Applications FS1064ESD FS1064ESD 1.00 0.00 USD MS EA BING MAPS KNOWN USER MONTHLY SUB P Microsoft License & Maint Software - Applications T3V-00007 T3V-00007-ESA3 100.00 0.00 USD MS EA BINGS MAPS ENT PLATFORM MONTHLY SU Microsoft License & Maint Software - Applications U2V-00007 U2V-00007-ESA3 1.00 0.00 USD MS EA ECAL BRIDGE FOR OFFICE 365 LIC/SA Microsoft License & Maint Software - Applications U5J-00002 U5J-00002-ESA3 1.00 0.00 USD MS EA ENT CAL LIC/SA PLATFORM USER CAL W Microsoft License & Maint Software - Applications 76A-00010 76A-00010-ESA3 45.00 0.00 USD MS EA ENT CAL SA PLATFORM USER CAL W/SVC Microsoft Maintenance Software - Software Service/Support 76A-00016 76A-00016-ESA3 1,394.00 0.00 USD 4.H.f Packet Pg. 185 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Purchase Summary by Shipping Location For Period: 01-01-2015 thru 11-24-2015 Shipping Account Name Shipping Account Number Shipping Attention Shipping Street Shipping City Shipping State / Province Shipping Postal Code Shipping Country Invoiced Quantity Extended Price Currency PUBLIC SECTOR CLIENT 11111111 JOE SMITH 6820 S HARL AVE TEMPE AZ 85283-1234 US 7,326.00 852,205.92 USD PUBLIC SECTOR CLIENT 11111111 PAM HUNT 6820 S HARL AVE TEMPE AZ 85283-1234 US 100.00 3,941.50 USD PUBLIC SECTOR CLIENT 11111111 GREG WRIGHT 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 268.15 USD PUBLIC SECTOR CLIENT 11111111 JEFF FORD 6820 S HARL AVE TEMPE AZ 85283-1234 US 6.00 732.74 USD PUBLIC SECTOR CLIENT 11111111 SARAH DUNN 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 13,846.70 USD PUBLIC SECTOR CLIENT 11111111 TIM JOHNS 6820 S HARL AVE TEMPE AZ 85283-1234 US 3.00 372.99 USD PUBLIC SECTOR CLIENT 11111111 SAM POTTER 6820 S HARL AVE TEMPE AZ 85283-1234 US 18.00 10,244.53 USD PUBLIC SECTOR CLIENT 11111111 KELLY JOHNSON 6820 S HARL AVE TEMPE AZ 85283-1234 US 4.00 2,530.07 USD PUBLIC SECTOR CLIENT 11111111 RITA MILLER 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 357.97 USD PUBLIC SECTOR CLIENT 11111111 ERIC BROWN 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 408.41 USD PUBLIC SECTOR CLIENT 11111111 JASON HALL 6820 S HARL AVE TEMPE AZ 85283-1234 US 45.00 976.50 USD PUBLIC SECTOR CLIENT 11111111 LUCY YOUNG 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 363.04 USD PUBLIC SECTOR CLIENT 11111111 BRIAN LEWIS 6820 S HARL AVE TEMPE AZ 85283-1234 US 758.00 80,558.59 USD PUBLIC SECTOR CLIENT 11111111 DAVID SCOTT 6820 S HARL AVE TEMPE AZ 85283-1234 US 6.00 64,647.66 USD PUBLIC SECTOR CLIENT 11111111 MICHAEL HARRIS 6820 S HARL AVE TEMPE AZ 85283-1234 US 302.00 8,719.05 USD PUBLIC SECTOR CLIENT 11111111 LISA GREEN 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 199.53 USD PUBLIC SECTOR CLIENT 11111111 MICHELLE EVANS 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 90.73 USD PUBLIC SECTOR CLIENT 11111111 BRENDA MURPHY 6820 S HARL AVE TEMPE AZ 85283-1234 US 480.00 18,773.10 USD PUBLIC SECTOR CLIENT 11111111 JUSTIN COOK 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 181.52 USD PUBLIC SECTOR CLIENT 11111111 BILL PARKER 6820 S HARL AVE TEMPE AZ 85283-1234 US 3.00 102.63 USD PUBLIC SECTOR CLIENT 11111111 DAWN ROGERS 6820 S HARL AVE TEMPE AZ 85283-1234 US 1.00 136.14 USD PUBLIC SECTOR CLIENT 11111111 MARY COLLINS 6820 S HARL AVE TEMPE AZ 85283-1234 US 28.00 12,515.60 USD PUBLIC SECTOR CLIENT 11111111 PETER CARTER 6820 S HARL AVE TEMPE AZ 85283-1234 US 3,763.00 32,350.47 USD PUBLIC SECTOR CLIENT 11111111 CHRIS WALKER 6820 S HARL AVE TEMPE AZ 85283-1234 US 3.00 357.48 USD PUBLIC SECTOR CLIENT 11111111 KEVIN TURNER 6820 S HARL AVE TEMPE AZ 85283-1234 US 125.00 1,864.50 USD 4.H.f Packet Pg. 186 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Software Detail Data For Period: 01-01-2015 thru 11-24-2015 Operations Center Reporting Parent ID Reporting Parent Name Account No Account Name Account Address Account Attention Account City Account State/Province Account Postal Code Account Country Contact Name Contact Phone Invoice Number North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100400352 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100400352 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100400352 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100402934 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100407272 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100407896 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100408270 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100408270 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100408270 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100408539 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100409812 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100409817 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100409817 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100409817 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 North America (SAP)9999999 PUBLIC SECTOR CLIENT 11111111 PUBLIC SECTOR CLIENT 6820 S HARL AVE TEMPE AZ 85283-1234 US JOHN SMITH 480-467-4448 1100412301 4.H.f Packet Pg. 187 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Software Detail Data For Period: 01-01-2015 thru 11-24-2015 Line Item No Invoice Date Manufacturer Manufacturer Part ID Insight Part ID Product Title Product Description Version Package Count Package Type 10 01-05-2015 Nuance Communications M109B-SV2-8.0 M109B-SV2-8.0 NUANCE MAINTENANCE & SUPPORT TECHNICAL SUPPORT - 1 YEAR - FOR NUANCE PDF CONVERTER ENTERPRISE NUANCE OLP PDF CONVERTER ENT 8 MP MNT &8 1 12 20 01-05-2015 Nuance Communications M109B-SV2-8.0 M109B-SV2-8.0 NUANCE MAINTENANCE & SUPPORT TECHNICAL SUPPORT - 1 YEAR - FOR NUANCE PDF CONVERTER ENTERPRISE NUANCE OLP PDF CONVERTER ENT 8 MP MNT &8 1 12 30 01-05-2015 Nuance Communications M109B-SV1-8.0 M109B-SV1-8.0 NUANCE MAINTENANCE & SUPPORT TECHNICAL SUPPORT - 1 YEAR - FOR NUANCE PDF CONVERTER ENTERPRISE NUANCE OLP PDF CONVERTER ENT 8 MP MNT &8 1 12 10 01-26-2015 VMware WS11-LW-UG-CE WS11-LW-UG-CE VMWARE WORKSTATION ( V. 11 ) - VERSION UPGRADE LICENSE VMWARE UPG WORKSTATION 11 UPG FROM VERSI 1 0 10 02-26-2015 Adobe Systems 65206810BC01A12 65206810BC01A12 ADOBE CREATIVE CLOUD FOR TEAMS - SUBSCRIPTION LICENSE ( 1 YEAR ) ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO 1 1 0 10 03-03-2015 SAP 7016463-GOVED 7016463-GOVED SAP CRYSTAL REPORTS 2013 - LICENSE SAP CRYSTAL REPORTS 2013 MP NAMED USR LI 2013 1 0 10 03-05-2015 Microsoft 6U3-00004 6U3-00004-ESA3 MICROSOFT OFFICE 365 (PLAN E3) - SUBSCRIPTION LICENSE MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 1 0 20 03-05-2015 Microsoft 76A-00010 76A-00010-ESA3 MICROSOFT ENTERPRISE CAL SUITE - LICENSE & SOFTWARE ASSURANCE MS EA ENT CAL LIC/SA PLATFORM USER CAL W 1 0 30 03-05-2015 Microsoft 269-12445 269-12445-ESA3 MICROSOFT OFFICE PROFESSIONAL PLUS - LICENSE & SOFTWARE ASSURANCE MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA 1 0 10 03-07-2015 Adobe Systems 65206810BC01A12 65206810BC01A12 ADOBE CREATIVE CLOUD FOR TEAMS - SUBSCRIPTION LICENSE ( 1 YEAR ) ADOBE VIPG CREATIVE CLOUD FOR TEAMS - CO 1 1 0 10 03-17-2015 Microsoft 3NS-00003 3NS-00003-ESA3 MICROSOFT EXCHANGE ONLINE PLAN 2G - SUBSCRIPTION LICENSE MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR 1 0 10 03-17-2015 Microsoft 7JQ-00448 7JQ-00448-ESA3 MICROSOFT SQL SERVER ENTERPRISE CORE EDITION - STEP- UP LICENSE & SOFTWARE ASSURANCE MS EA SQL SERVER ENTERPRISE CORE SA STEP 1 0 20 03-17-2015 Microsoft 6VC-01252 6VC-01252-ESA3 MICROSOFT WINDOWS REMOTE DESKTOP SERVICES - LICENSE & SOFTWARE ASSURANCE MS EA WINDOWS REMOTE DESKTOP SERVICES CA 1 0 30 03-17-2015 Microsoft 76A-00010 76A-00010-ESA3 MICROSOFT ENTERPRISE CAL SUITE - LICENSE & SOFTWARE ASSURANCE MS EA ENT CAL LIC/SA PLATFORM USER CAL W 1 0 10 04-01-2015 Microsoft 076-01912 076-01912-ESA3 MICROSOFT PROJECT - SOFTWARE ASSURANCE MS EA PROJECT 32 BIT WIN SA ALL LANG 1 0 20 04-01-2015 Microsoft 125-00124 125-00124-ESA3 MICROSOFT VISUAL STUDIO TEAM FOUNDATION SERVER - SOFTWARE ASSURANCE MS EA VISUAL STUDIO FOUNDATION SERVER SA 1 0 30 04-01-2015 Microsoft 126-00196 126-00196-ESA3 MICROSOFT VISUAL STUDIO TEAM FOUNDATION SERVER - SOFTWARE ASSURANCE MS EA VISUAL STUDIO FOUNDATION SERVER SA 1 0 40 04-01-2015 Microsoft 269-12442 269-12442-ESA3 MICROSOFT OFFICE PROFESSIONAL PLUS - SOFTWARE ASSURANCE MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT 1 0 50 04-01-2015 Microsoft 312-02257 312-02257-ESA3 MICROSOFT EXCHANGE SERVER - SOFTWARE ASSURANCE MS EA EXCHANGE SERVER SA ALL LANG 1 0 60 04-01-2015 Microsoft 395-02504 395-02504-ESA3 MICROSOFT EXCHANGE SERVER ENTERPRISE EDITION - SOFTWARE ASSURANCE MS EA EXCHANGE SERVER ENT SA ALL LANG 1 0 70 04-01-2015 Microsoft 5HU-00216 5HU-00216-ESA3 SKYPE FOR BUSINESS SERVER - SOFTWARE ASSURANCE MS EA LYNC SERVER SA ALL LANG 1 0 80 04-01-2015 Microsoft 6VC-01254 6VC-01254-ESA3 MICROSOFT WINDOWS REMOTE DESKTOP SERVICES - SOFTWARE ASSURANCE MS EA WINDOWS REMOTE DESKTOP SERVICES CA 1 0 90 04-01-2015 Microsoft 76A-00016 76A-00016-ESA3 MICROSOFT ENTERPRISE CAL SUITE - SOFTWARE ASSURANCE MS EA ENT CAL SA PLATFORM USER CAL W/SVC 1 0 100 04-01-2015 Microsoft 77D-00111 77D-00111-ESA3 MICROSOFT VISUAL STUDIO PROFESSIONAL WITH MSDN - SOFTWARE ASSURANCE MS EA VISUAL STUDIO PRO W/MSDN MP SA ALL 1 0 110 04-01-2015 Microsoft 7JQ-00343 7JQ-00343-ESA3 MICROSOFT SQL SERVER ENTERPRISE CORE EDITION - SOFTWARE ASSURANCE MS EA SQL SERVER ENTERPRISE CORE SA 2 LI 1 0 120 04-01-2015 Microsoft 7NQ-00292 7NQ-00292-ESA3 MICROSOFT SQL SERVER STANDARD CORE EDITION - SOFTWARE ASSURANCE MS EA SQL SERVER STANDARD CORE SA 2 LIC 1 0 130 04-01-2015 Microsoft 9ED-00073 9ED-00073-ESA3 MICROSOFT VISUAL STUDIO PREMIUM WITH MSDN - SOFTWARE ASSURANCE MS EA VISUAL STUDIO PREM W/MSDN MP SA AL 1 0 140 04-01-2015 Microsoft 9JD-00053 9JD-00053-ESA3 MICROSOFT VISUAL STUDIO ULTIMATE WITH MSDN - SOFTWARE ASSURANCE MS EA VISUAL STUDIO ULTIMATE W/MSDN MP S 1 0 150 04-01-2015 Microsoft CW2-00307 CW2-00307-ESA3 WINDOWS ENTERPRISE FOR SA - SOFTWARE ASSURANCE MS EA WINDOWS ENT FOR SA SA PLATFORM ALL 1 0 160 04-01-2015 Microsoft D87-01159 D87-01159-ESA3 MICROSOFT VISIO PROFESSIONAL - SOFTWARE ASSURANCE MS EA VISIO PRO 32 BIT WIN SA ALL LANG 1 0 170 04-01-2015 Microsoft H04-00268 H04-00268-ESA3 MICROSOFT SHAREPOINT SERVER - SOFTWARE ASSURANCE MS EA SHAREPOINT SERVER WNT SA ALL LANG 1 0 180 04-01-2015 Microsoft H21-00420 H21-00420-ESA3 MICROSOFT PROJECT SERVER - SOFTWARE ASSURANCE MS EA PROJECT SERVER 32 BIT WIN SA DEVIC 1 0 190 04-01-2015 Microsoft H22-00475 H22-00475-ESA3 MICROSOFT PROJECT SERVER - SOFTWARE ASSURANCE MS EA PROJECT SERVER 32 BIT WIN SA ALL L 1 0 200 04-01-2015 Microsoft H30-00238 H30-00238-ESA3 MICROSOFT PROJECT PROFESSIONAL - SOFTWARE ASSURANCE MS EA PROJECT PRO 32 BIT WIN SA ALL LANG 1 0 210 04-01-2015 Microsoft P71-07282 P71-07282-ESA3 MICROSOFT WINDOWS SERVER DATACENTER EDITION - SOFTWARE ASSURANCE MS EA WINDOWS SERVER DATACENTER SA 2 PRO 1 0 220 04-01-2015 Microsoft P73-05898 P73-05898-ESA3 MICROSOFT WINDOWS SERVER STANDARD EDITION - SOFTWARE ASSURANCE MS EA WINDOWS SERVER STANDARD SA 2 PROC 1 0 4.H.f Packet Pg. 188 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Software Detail Data For Period: 01-01-2015 thru 11-24-2015 Product Category / Sub Category Language Media Product Type Country of Usage # of Users Invoiced Quantity Invoiced Currency Exch Rate Unit Price SRP Sales Amt Currency Date Shipped Customer PO # Software - Software Service/Support US ENGLISH ESD Maintenance Only US 1 75.00 USD 1.00 0.00 0.00 0.00 USD PO7136 Software - Software Service/Support US ENGLISH ESD Maintenance Only US 1 25.00 USD 1.00 0.00 0.00 0.00 USD PO7136 Software - Software Service/Support ESD Maintenance Only US 1 25.00 USD 1.00 0.00 0.00 0.00 USD PO7136 Software - Applications ESD License Only US 1 3.00 USD 1.00 0.00 0.00 0.00 USD PO7186 Software - Applications MULTILINGUAL ESD Cloud US 1 1.00 USD 1.00 0.00 0.00 0.00 USD PO7293 Software - Applications US ENGLISH ESD License Only US 1 1.00 USD 1.00 0.00 0.00 0.00 USD PO7234 Software - Applications ALL LANGUAGES ESD Cloud US 1 260.00 USD 1.00 0.00 0.00 0.00 USD PO7216 Software - Applications ALL LANGUAGES ESD License with Maintenance and Support US 1 260.00 USD 1.00 0.00 0.00 0.00 USD PO7216 Software - Applications ALL LANGUAGES ESD License with Maintenance and Support US 1 4.00 USD 1.00 0.00 0.00 0.00 USD PO7216 Software - Applications MULTILINGUAL ESD Cloud US 1 1.00 USD 1.00 0.00 0.00 0.00 USD PO7306 Software - Applications ALL LANGUAGES ESD Cloud US 1 215.00 USD 1.00 0.00 0.00 0.00 USD PO7297 Software - Applications ALL LANGUAGES ESD License with Maintenance and Support US 1 10.00 USD 1.00 0.00 0.00 0.00 USD PO7297 Software - Applications ALL LANGUAGES ESD License with Maintenance and Support US 1 225.00 USD 1.00 0.00 0.00 0.00 USD PO7297 Software - Applications ALL LANGUAGES ESD License with Maintenance and Support US 1 45.00 USD 1.00 0.00 0.00 0.00 USD PO7297 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 100.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 2.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 49.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 1,650.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 1.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 3.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 1.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 75.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 1,394.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 7.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 42.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 78.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 39.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 34.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 1,650.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 108.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 5.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 10.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 1.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 67.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 22.00 USD 1.00 0.00 0.00 0.00 USD PO7290 Software - Software Service/Support ALL LANGUAGES ESD Maintenance and Support US 1 170.00 USD 1.00 0.00 0.00 0.00 USD PO7290 4.H.f Packet Pg. 189 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Software Detail Data For Period: 01-01-2015 thru 11-24-2015 PO Release No.Order Number Order Date Master Agreement Number Enrollment Number Enrollment Start Date Enrollment End Date Maintenance Start Date Maintenance End Date UNSPSC Code Shipping Account No. Shipping Name Shipping Attention Shipping Address Shipping Address 2 317840865 12-29-2014 12-01-2012 06-02-2016 01-01-2015 12-31-2015 81112201 11111111 XYZ AGENCY 6820 S HARL AVE 317840865 12-29-2014 12-01-2012 06-02-2016 01-01-2015 12-31-2015 81112201 11111111 XYZ AGENCY 6820 S HARL AVE 317840865 12-29-2014 12-01-2012 06-02-2016 01-01-2015 12-31-2015 81112201 11111111 XYZ AGENCY 6820 S HARL AVE 317936137 01-26-2015 12-01-2012 06-02-2016 43233405 11111111 XYZ AGENCY 6820 S HARL AVE 318068829 02-26-2015 ABC123456DEF 10-30-2014 12-31-9999 03-01-2015 11-29-2015 43232112 11111111 XYZ AGENCY 6820 S HARL AVE 318067669 02-26-2015 12-01-2012 06-02-2016 43232304 11111111 XYZ AGENCY 6820 S HARL AVE 318087173 03-03-2015 01E00000 8888888 04-01-2014 03-31-2017 03-03-2015 43231513 11111111 XYZ AGENCY 6820 S HARL AVE 318087173 03-03-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43233004 11111111 XYZ AGENCY 6820 S HARL AVE 318087173 03-03-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43231513 11111111 XYZ AGENCY 6820 S HARL AVE 318103688 03-06-2015 ABC123456DEF 10-30-2014 12-31-9999 03-30-2015 11-29-2015 43232112 11111111 XYZ AGENCY 6820 S HARL AVE 318146273 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 03-17-2015 43233204 11111111 XYZ AGENCY 6820 S HARL AVE 318146325 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232304 11111111 XYZ AGENCY 6820 S HARL AVE 318146325 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232901 11111111 XYZ AGENCY 6820 S HARL AVE 318146325 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43233004 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43231507 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232402 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232402 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43231513 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232915 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232915 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232703 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232901 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43233004 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232402 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232304 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232304 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232402 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232402 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43233004 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43231507 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43232915 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43231507 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43231507 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43231507 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43233004 11111111 XYZ AGENCY 6820 S HARL AVE 318146851 03-17-2015 01E00000 8888888 04-01-2014 03-31-2017 04-01-2015 03-31-2017 43233004 11111111 XYZ AGENCY 6820 S HARL AVE 4.H.f Packet Pg. 190 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Software Detail Data For Period: 01-01-2015 thru 11-24-2015 Shipping City Shipping State / Province Shipping Postal Code Shipping Country TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US TEMPE AZ 85283-1234 US 4.H.f Packet Pg. 191 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Software Renewal Report For Period: 01-01-2015 thru 11-24-2015 Operations Center Account Number Account Name Enrollment Number Pool Id Coverage Start Date Coverage End Date Invoice Number Transaction Type Invoice Date Order Number Line Item No Manufacturer North America (SAP)11111111 PUBLIC SECTOR CLIENT 11-18-2014 11-17-2015 1100392483 Invoice 10-30-2014 317611477 10 Symantec North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-31-2014 10-30-2015 1100386784 Invoice 09-22-2014 317611477 10 Symantec North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-07-2014 10-06-2015 1100386784 Invoice 09-22-2014 317611477 20 Symantec North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-07-2015 10-30-2015 1100386784 Invoice 09-22-2014 317611477 30 Symantec North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-07-2014 10-06-2015 1100386784 Invoice 09-22-2014 317611477 40 Symantec North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-07-2015 10-30-2015 1100386784 Invoice 09-22-2014 317611477 50 Symantec North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-07-2014 10-06-2015 1100386784 Invoice 09-22-2014 317611477 60 Symantec North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-07-2015 10-30-2015 1100386784 Invoice 09-22-2014 317611477 70 Symantec North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-10-2014 10-09-2015 1100381246 Invoice 08-14-2014 317312775 10 Symantec North America (SAP)11111111 PUBLIC SECTOR CLIENT 10-10-2014 10-09-2015 1100381246 Invoice 08-14-2014 317312775 20 Symantec North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-22876 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 10 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23230 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 20 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23246 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 30 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23246 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 40 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23246 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 50 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23246 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 60 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23246 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 70 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-22878 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 80 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-22876 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 90 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23230 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 100 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23230 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 110 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-22876 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 120 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-22876 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 130 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23230 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 140 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23230 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 150 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-22878 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 160 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23230 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 170 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-22876 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 180 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-22878 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 190 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 4400000000 SP-23230 06-29-2014 06-28-2015 1100378508 Invoice 07-25-2014 317248337 200 Adobe Systems North America (SAP)11111111 PUBLIC SECTOR CLIENT 02-13-2014 02-27-2015 1100358416 Invoice 03-07-2014 316688842 20 NetMotion Wireless North America (SAP)11111111 PUBLIC SECTOR CLIENT 3333333 SP-14794 05-01-2014 04-30-2015 1100355120 Invoice 02-11-2014 316592957 10 IBM North America (SAP)11111111 PUBLIC SECTOR CLIENT 3333333 SP-14794 05-01-2014 04-30-2015 1100355120 Invoice 02-11-2014 316592957 20 IBM North America (SAP)11111111 PUBLIC SECTOR CLIENT 3333333 SP-14794 05-01-2014 04-30-2015 1100355120 Invoice 02-11-2014 316592957 30 IBM North America (SAP)11111111 PUBLIC SECTOR CLIENT 3333333 SP-14794 05-01-2014 04-30-2015 1100355120 Invoice 02-11-2014 316592957 40 IBM North America (SAP)11111111 PUBLIC SECTOR CLIENT 3333333 SP-14794 05-01-2014 04-30-2015 1100355120 Invoice 02-11-2014 316592957 50 IBM North America (SAP)11111111 PUBLIC SECTOR CLIENT 3333333 SP-14794 05-01-2014 04-30-2015 1100355120 Invoice 02-11-2014 316592957 60 IBM 4.H.f Packet Pg. 192 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Software Renewal Report For Period: 01-01-2015 thru 11-24-2015 Manufacturer Part ID Material Description PO Number PO Release No. Unit Price Invoiced Quantity Tax PST/QST GST/HST Extended Price Currency Exch Rate 0E7IOZZ0-ER1GH GOV ENDPT PROTEC 12.1 P-U RNWL ESS 12M H PO6929 0.00 250.00 0.00 0.00 0.00 0.00 USD 1.00 0E7IOZZ0-ER1GH GOV ENDPT PROTEC 12.1 P-U RNWL ESS 12M H PO6867 0.00 156.00 0.00 0.00 0.00 0.00 USD 1.00 0E7IOZZ0-ER1GH GOV ENDPT PROTEC 12.1 P-U RNWL ESS 12M H PO6867 0.00 1,394.00 0.00 0.00 0.00 0.00 USD 1.00 0E7IOZZ0-ER1GH GOV ENDPT PROTEC 12.1 P-U RNWL ESS 12M H PO6867 0.00 1,394.00 0.00 0.00 0.00 0.00 USD 1.00 FDYTOZZ0-ER1GS GOV PROT F SHAREPT SVR 6-EXT ACS LIC RNW PO6867 0.00 3.00 0.00 0.00 0.00 0.00 USD 1.00 FDYTOZZ0-ER1GS GOV PROT F SHAREPT SVR 6-EXT ACS LIC RNW PO6867 0.00 3.00 0.00 0.00 0.00 0.00 USD 1.00 1ZB3OZZ0-ER1GH GOV PROT F SHAREPT SVR 6-P U RNWL ESS 12 PO6867 0.00 1,394.00 0.00 0.00 0.00 0.00 USD 1.00 1ZB3OZZ0-ER1GH GOV PROT F SHAREPT SVR 6-P U RNWL ESS 12 PO6867 0.00 1,394.00 0.00 0.00 0.00 0.00 USD 1.00 R80QOZZ0-ER1GH SYMANTEC SYMC PROTECTION ENG FOR CLOUD S PO6804 0.00 280.00 0.00 0.00 0.00 0.00 USD 1.00 10W1OZZ0-ER1GS SYMAN PROT ENGINE FOR CLOUD 7.5 P RNWL 1 PO6804 0.00 3.00 0.00 0.00 0.00 0.00 USD 1.00 65232097AC02A00 ADOBE CLPG 5.X CAPTIVATE 8 MLP LVL 2 PO6784 0.00 3.00 0.00 0.00 0.00 0.00 USD 1.00 65181994AC02A12 ADOBE CLPG 5.X CAPTIVATE MLP IMPROVED UP PO6784 0.00 3.00 0.00 0.00 0.00 0.00 USD 1.00 65181983AC02A12 ADOBE CLPG 5.X CAPTIVATE MLP IMPROVED UP PO6784 0.00 11.00 0.00 0.00 0.00 0.00 USD 1.00 65194053AC02A12 ADOBE CLPG 5.X PHOTOSHOP ELEM MLP RNW 1Y PO6784 0.00 11.00 0.00 0.00 0.00 0.00 USD 1.00 65181975AC02A12 ADOBE CLPG 5.X ROBOHELP OFFICE MP IMPROV PO6784 0.00 2.00 0.00 0.00 0.00 0.00 USD 1.00 65197225AC02A12 ADOBE CLPG 5.X ACROBAT STD MP RNW 1YR-12 PO6784 0.00 50.00 0.00 0.00 0.00 0.00 USD 1.00 65196283AC02A12 ADOBE CLPG 5.X ACROBAT PRO MLP RNW 1YR-1 PO6784 0.00 34.00 0.00 0.00 0.00 0.00 USD 1.00 65197173AC02A00 ADOBE CLPG 5.X ACROBAT STD 11 MP UPG 50P PO6784 0.00 3.00 0.00 0.00 0.00 0.00 USD 1.00 65197414AC02A00 ADOBE CLPG 5.X ACROBAT STD 11 MP LIC LVL PO6784 0.00 16.00 0.00 0.00 0.00 0.00 USD 1.00 65197557AC02A12 ADOBE CLPG 5.X ACROBAT STD MP UPG PLAN F PO6784 0.00 4.00 0.00 0.00 0.00 0.00 USD 1.00 65197005AC02A12 ADOBE CLPG 5.X ACROBAT STD MP UPG PLAN 1 PO6784 0.00 16.00 0.00 0.00 0.00 0.00 USD 1.00 65195750AC02A00 ADOBE CLPG 5.X ACROBAT PRO 11 MLP 100PK PO6784 0.00 1.00 0.00 0.00 0.00 0.00 USD 1.00 65195512AC02A00 ADOBE CLPG 5.X ACROBAT PRO 11 MLP LIC LV PO6784 0.00 33.00 0.00 0.00 0.00 0.00 USD 1.00 65195978AC02A12 ADOBE CLPG 5.X ACROBAT PRO MLP UPG PLAN PO6784 0.00 1.00 0.00 0.00 0.00 0.00 USD 1.00 65196377AC02A12 ADOBE CLPG 5.X ACROBAT PRO MLP UPG PLAN PO6784 0.00 33.00 0.00 0.00 0.00 0.00 USD 1.00 65230902AC02A00 ADOBE CLPG 5.X COLDFUSION STD 11 ALP UPG PO6784 0.00 1.00 0.00 0.00 0.00 0.00 USD 1.00 65222622AC02A12 ADOBE CLPG 5.X COLDFUSION STD ALP UPG PL PO6784 0.00 1.00 0.00 0.00 0.00 0.00 USD 1.00 65197080AC02A00 ADOBE CLPG 5.X ACROBAT STD 11 MP 50PK LV PO6784 0.00 1.00 0.00 0.00 0.00 0.00 USD 1.00 65225285AC02A00 ADOBE CLPG 5.X PREMIERE ELEM 12 MLP LICU PO6784 0.00 4.00 0.00 0.00 0.00 0.00 USD 1.00 65193872AC02A12 ADOBE CLPG 5.X PREMIERE ELEM MLP UPG PLA PO6784 0.00 4.00 0.00 0.00 0.00 0.00 USD 1.00 090NMPRMMNT1 NETMOTION MOBILITY XE MP PREMIUM SW MNT PO6493 0.00 1.00 0.00 0.00 0.00 0.00 USD 1.00 E060KLL IBM COGNOS BUSINESS INTELLIGENCE NON PRO PO1204 0.00 200.00 0.00 0.00 0.00 0.00 USD 1.00 E060QLL IBM COGNOS BUSINESS INTELLIGENCE ADMINIS PO1204 0.00 3.00 0.00 0.00 0.00 0.00 USD 1.00 E060TLL IBM COGNOS BUSINESS INTELLIGENCE PROFESS PO1204 0.00 1.00 0.00 0.00 0.00 0.00 USD 1.00 E060WLL IBM COGNOS BUSINESS INTELLIGENCE PROFESS PO1204 0.00 20.00 0.00 0.00 0.00 0.00 USD 1.00 E060ZLL IBM COGNOS BUSINESS INTELLIGENCE SW ADV PO1204 0.00 25.00 0.00 0.00 0.00 0.00 USD 1.00 E060ZLL IBM COGNOS BUSINESS INTELLIGENCE SW ADV PO1204 0.00 30.00 0.00 0.00 0.00 0.00 USD 1.00 4.H.f Packet Pg. 193 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Software License Contract Summary For Period: 01-01-2015 thru 11-24-2015 Manufacturer Product Description Enrollment Number Vendor Master Pool Description Invoiced Quantity Total Sales Currency Points Total Points Adobe Systems ADOBE CLPG 5.X ACROBAT PRO MLP RNW 1YR-1 4400000000 4444444444 CLPG L2 RENEWAL ANLPMT MO 1-3(12)182.00 0.00 USD 100.0 18,200.00 Adobe Systems ADOBE CLPG 5.X ACROBAT STD MP RNW 1YR-12 4400000000 4444444444 CLPG L2 RENEWAL ANLPMT MO 1-3(12)266.00 0.00 USD 70.0 18,620.00 Adobe Systems ADOBE CLPG 5.X CAPTIVATE MLP IMPROVED UP 4400000000 4444444444 CLPG L2 RENEWAL ANLPMT MO 1-3(12)14.00 0.00 USD 200.0 2,800.00 Adobe Systems ADOBE CLPG 5.X COLDFUSION STD ALP RNW 2 4400000000 4444444444 CLPG L2 RENEWAL ANLPMT MO 1-3(12)1.00 0.00 USD 375.0 375.00 Adobe Systems ADOBE CLPG 5.X PHOTOSHOP ELEM MLP RNW 1Y 4400000000 4444444444 CLPG L2 RENEWAL ANLPMT MO 1-3(12)11.00 0.00 USD 40.0 440.00 Adobe Systems ADOBE CLPG 5.X PREMIERE ELEM MLP RNW 1YR 4400000000 4444444444 CLPG L2 RENEWAL ANLPMT MO 1-3(12)4.00 0.00 USD 40.0 160.00 Adobe Systems ADOBE CLPG 5.X ROBOHELP OFFICE MP IMPROV 4400000000 4444444444 CLPG L2 RENEWAL ANLPMT MO 1-3(12)2.00 0.00 USD 200.0 400.00 IBM IBM COGNOS 8ENT PANNING TM1 CONTRIBUTOR 3333333 111111 PPA MAINTENANCE RENEWAL LVL-GOV (12MO)99.00 0.00 USD 2.08 205.92 IBM IBM COGNOS 8ENT PANNING TM1 MOD AUTH USE 3333333 111111 PPA MAINTENANCE RENEWAL LVL-GOV (12MO)7.00 0.00 USD 14.4 100.80 IBM IBM COGNOS ANALYTICS SVR PVU SW SNS RNW 3333333 111111 PPA MAINTENANCE RENEWAL LVL-GOV (12MO)280.00 0.00 USD 0.2 56.00 IBM IBM COGNOS EXECUTIVE VIEWER SVR PA ANNL 3333333 111111 PPA MAINTENANCE RENEWAL LVL-GOV (12MO)92.00 0.00 USD 0.89 81.88 IBM IBM COGNOS EXECUTIVE VIEWER SVR PVU ANNL 3333333 111111 PPA MAINTENANCE RENEWAL LVL-GOV (12MO)140.00 0.00 USD 0.1 14.00 IBM IBM ELA COGNOS 8ENT PANNING TM1 CONTRIBU 3333333 111111 PPA MAINTENANCE RENEWAL LVL-GOV (12MO)140.00 0.00 USD 0.1 14.00 Microsoft MS EA BING MAPS KNOWN USER MONTHLY SUB P 8888888 01E00000 CCDBW 8148991 MNTHLYSUB AT SIGNING 100.00 0.00 USD 0.0 0.00 Microsoft MS EA BINGS MAPS ENT PLATFORM MONTHLY SU 8888888 01E00000 CCDBW 8148991 MNTHLYSUB AT SIGNING 1.00 0.00 USD 0.0 0.00 Microsoft MS EA ECAL BRIDGE FOR OFFICE 365 LIC/SA 8888888 01E00000 CCDBW 8148991 LSA 2YRS REM 1.00 0.00 USD 0.0 0.00 Microsoft MS EA ENT CAL LIC/SA PLATFORM USER CAL W 8888888 01E00000 -260.00 0.00 USD Microsoft MS EA ENT CAL LIC/SA PLATFORM USER CAL W 8888888 01E00000 CCDBW 8148991 TU YR1 305.00 0.00 USD 0.0 0.00 Microsoft MS EA ENT CAL SA PLATFORM USER CAL W/SVC 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 1,394.00 0.00 USD 0.0 0.00 Microsoft MS EA EXCHANGE ONLINE PLAN 1G SHRDSVR MO 8888888 01E00000 CCDBW 8148991 EXCHOLS PRO 10MO 300.00 0.00 USD 0.0 0.00 Microsoft MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR 8888888 01E00000 -185.00 0.00 USD Microsoft MS EA EXCHANGE ONLINE PLAN 2 GOV SHRDSVR 8888888 01E00000 CCDBW 8148991 EXCH SUBS 12MO 215.00 0.00 USD 0.0 0.00 Microsoft MS EA EXCHANGE SERVER ENT SA ALL LANG 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 3.00 0.00 USD 0.0 0.00 Microsoft MS EA EXCHANGE SERVER SA ALL LANG 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 1.00 0.00 USD 0.0 0.00 Microsoft MS EA LYNC SERVER SA ALL LANG 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 1.00 0.00 USD 0.0 0.00 Microsoft MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 8888888 01E00000 -260.00 0.00 USD Microsoft MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 8888888 01E00000 CCDBW 8148991 MNTHLYSUB AT SIGNING 1,394.00 0.00 USD 0.0 0.00 Microsoft MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 8888888 01E00000 CCDBW 8148991 O365 12MO 260.00 0.00 USD 0.0 0.00 Microsoft MS EA OFFICE 365 GOV E3 SHRDSVR MON SUB 8888888 01E00000 CCDBW 8148991 O365 PRO 10MO 45.00 0.00 USD 0.0 0.00 Microsoft MS EA OFFICE 365 PLAN G3 SHARED SERVER M 8888888 01E00000 CCDBW 8148991 O365 PRO 10MO 1.00 0.00 USD 0.0 0.00 Microsoft MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA 8888888 01E00000 -4.00 0.00 USD Microsoft MS EA OFFICE PRO PLUS 32 BIT WIN LIC/SA 8888888 01E00000 CCDBW 8148991 TU YR1 4.00 0.00 USD 0.0 0.00 Microsoft MS EA OFFICE PRO PLUS 32 BIT WIN SA PLAT 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 1,650.00 0.00 USD 0.0 0.00 Microsoft MS EA PROJECT 32 BIT WIN SA ALL LANG 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 100.00 0.00 USD 0.0 0.00 Microsoft MS EA PROJECT PRO 32 BIT WIN SA ALL LANG 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 67.00 0.00 USD 0.0 0.00 Microsoft MS EA PROJECT SERVER 32 BIT WIN SA ALL L 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 1.00 0.00 USD 0.0 0.00 Microsoft MS EA PROJECT SERVER 32 BIT WIN SA DEVIC 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 10.00 0.00 USD 0.0 0.00 Microsoft MS EA SHAREPOINT SERVER WNT SA ALL LANG 8888888 01E00000 CCDBW 8148991 SA AT SIGNING 5.00 0.00 USD 0.0 0.00 4.H.f Packet Pg. 194 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Top Manufacturer Summary For Period: 01-01-2015 thru 11-24-2015 Manufacturer Invoiced Quantity Total Sales Currency Adobe Systems 514.00 32,736.69 USD Apple 22.00 12,660.22 USD Belkin Components 1.00 313.91 USD IBM 758.00 80,558.59 USD Inbit 1.00 3,392.87 USD Microsoft 7,678.00 923,156.26 USD NetMotion Wireless 1.00 13,846.70 USD Nuance Communications 231.00 6,538.74 USD SAP 1.00 357.97 USD Symantec 3,766.00 32,707.95 USD TechSmith 3.00 102.63 USD VMware 3.00 372.99 USD 4.H.f Packet Pg. 195 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Total Sales by Year and Month For Period: 01-01-2015 thru 11-24-2015 Year Month Invoiced Quantity Total Sales Currency 2015 January 129.00 16,084.19 USD 2015 February 1.00 408.41 USD 2015 March 1,021.00 274,079.55 USD 2015 April 7,087.00 667,125.08 USD 2015 May 347.00 9,695.55 USD 2015 June 1.00 1,952.88 USD 2015 July 490.00 83,704.91 USD 2015 August 108.00 8,203.25 USD 2015 September 3,763.00 32,350.47 USD 2015 October 1.00 268.15 USD 2015 November 31.00 12,873.08 USD 4.H.f Packet Pg. 196 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) NEW ACCOUNT IMPLEMENTATION QUESTIONNAIRE Table of Contents: 1. Account Information 2. Purchasing Organization 3. Contacts/Authorized Buyers 4. Procurement Information 5. Freight Information 6. Return Merchandise Authorizations 7. Finance Information 8. Insight.com 9. eCommerce Solutions 10. Client Reports 11. Volume License Agreements 12. License Proofs 13. Additional Information 4.H.f Packet Pg. 197 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 1 | P a g e 1- Account Information Account Name: Date Completed: Form Completed by: Phone Number: E-mail Address: Who is your Parent Company? How many PC’s do you have? Do you have any subsidiaries? Yes – please provide a list with names and locations No 1. Is this client reselling to a public sector entity? (Defined as a government or education entitiy that recevies government funding.) Yes No, please see next question 2. Will the invoices for this cleint be funded by a public sector entity? Yes No, please see next question 3. Is this account going to be used to support a government prime contract? Yes No, please see next question 4. Is this client currently an enterprise client or being handled by an enterprise Client Solutions Executive? Yes No 5. Does or will this client have an EA that will be tied in Sybase/CMD? Yes No 6. Will the client be linked to a global managed hierarchy? Yes No 7. Is this a Microsoft SPLA purchasing client? Yes No 4.H.f Packet Pg. 198 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 2 | P a g e 2- Purchasing Organization Please describe your procurement process: 1. Do all locations follow the same rules/methods for purchasing software or does each site have their own methods for purchasing? Yes, Purchasing is centralized thru one location No, Purchasing is not centralized If you have a decentralized purchasing dept, please provide the contacts at your alternate sites so Insight can contact them to conduct an independent account take on 3. Approximately how many orders will be processed daily? 4. Will the client utilize a procurement contract? Yes No Back to Top 4.H.f Packet Pg. 199 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 3 | P a g e 3- Contacts/Authorized Buyers Please list all main contacts here for your site. Indicate if any are Authorized Buyers: An authorized buyer is defined as the only contact that Insight can process an order from. Contact Name Title Authorized Buyer Phone/Fax# Email Yes No P. F. Yes No P. F. Yes No P. F. Yes No P. F. Yes No P. F. Yes No P. F. Back to Top 4.H.f Packet Pg. 200 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4 | P a g e 4- Procurement Information 1. What is your main Shipping Address? 1a. Are there any other addresses, which will be used for shipping purposes? Yes No Will provide later If yes, please provide in the Additional Information Field located at the end of this questionnaire 2. What are your invoicing addresses? 3. What is your standard method of payment? Purchase Order Credit/Procurement Card 3a. Please provide a sample of what the Purchase Order Number will appear 3b. If using a Pro Card, please specify the type of card (AMEX, VISA, MASTER) and any information which we must capture for the Pro Card (Amex 4x40 field) 4. How will orders be placed with Insight ? Please check all that apply: Web Phone Fax E-mail 5. Do you require specific reporting fields? INSIGHT offers Smarttracker fields in our ordering system, which will allow INSIGHT to capture additional data as required by your company. This field is not used to capture a Purchase Order, but can be utilized to capture information such as a Dept Number or a Cost Center. By utilizing this field, INSIGHT can provide you with reports based on this data. Yes No Will provide later 5a. Will this field be mandatory or optional? Mandatory Optional 5b. What should this field be named? Examples include: Cost Center, Dept # 5c. What character length is required? The maximum characters allowed are 20. Please provide an example of what this field will look like. 5d Is this required at the Header Level or the Item Level Header Item Level Back to Top 4.H.f Packet Pg. 201 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 5 | P a g e 5- Freight Information 1. Please indicate your standard shipping method. UPS Ground UPS 2nd Day UPS Overnight Delivery 6- Return Merchandise Authorizations* 1. Who is authorized to process a request for a return merchandise authorization? 2. Are there any limitations to Insight processing a reorder? * Returns are subject to Manufactuer/Publisher Guidelines 4.H.f Packet Pg. 202 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 6 | P a g e 7- Finance Information 1. Please provide a contact in your Accounts Payables Dept for invoice reconciliation Name: Phone: Fax: E-mail: Will provide later 2. Do any locations have Tax Exempt Status? Any location which is tax exempt must submit a current tax exempt certificate, otherwise these site will be charged any applicable taxes Yes No Will provide later 3. Are you interested in Monthly Billing*? Monthly Billing is only available to those who meet INSIGHT eligibility requirements. Yes No 4. What Payment Terms are your Purchase Orders issued in? Net 30 Other. Please Specify: 5. Credit Application Needed? Yes No Please note Insight Standard Terms are Net 30. Insight cannot accept any non Net 30 Purchase Orders unless prior approval has been granted. Back to Top 4.H.f Packet Pg. 203 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 7 | P a g e 8- IPS.Insight.com What is IPS.Insight.com? It is a customized electronic website offered to our clients at no additional charge. IPS.Insight.com is a robust, end-to-end, online procurement tool designed to help our clients efficiently acquire and manage their software assets. This website is interfaced directly with contract information maintained in Insight order management infrastructure, allowing user access to Client -specific pricing catalogs. IPS.Insight.com features live ordering, order confirmations, order status, UPS/FedEx Tracking, Purchase Activity Reporting, and electronic invoices. 1. Would you like a customized Insight.com Website created for your company user? Yes No. If no, proceed to the next section. 2. Will you be using Insight.com for order placement? Yes No Proceed to Question #3 2a. Will you be using Insight.com to process your purchase orders/credit card orders? Purchase Order Credit Card 2b. If using a credit card, please specify what type of card you will be using American Express Visa Mastercard 3. Who should we send your EC Registration Key to? 9- eCommerce Solutions: 1. Will you be placing orders via or any eCommerce solution? We offer ARIBA, EDI and can work with you on most other eCommerce solutions Yes No 2. If yes: Which solution does your company prefer? EDI ARIBA Other: 4.H.f Packet Pg. 204 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 8 | P a g e 10- Client Reports Insight can provide you with the following reports via our electronic commerce website: Standard Reports Ad-Hoc Report Detail by Account w/ Customer PO Overall Sales History Purchase Activity Detail Report Purchase Summary by Shipping Purchase Summary by Account Top Manufacturer Summary Open Order Report Invoice Summary Product Totals by Account & Shipping Location Software License Contract Summary Location Software Detail Data Total Sales By Year and Month Purchase Summary by Items Purchased Invoiced Orders Product Totals by Manufacturer Snapshot Purchase Summary by Manufacturer Software Summary by Manufacturer Name Software Renewal Report If you are Interested in receiving these reports, please indicate you wish to have a customized website created for you. By using Insight.com to obtain purchase activity reports, you will have access to this information 24 hours a day/7days a week. If you wish Insight to generate reports for you and send to you on a scheduled basis, please place a check box underneath each report you would like to receive. Back to Top 4.H.f Packet Pg. 205 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 9 | P a g e 11- Volume License Agreements 12- License Proofs 1. Do you want to receive License Proofs? License proofs are certificates sent by Insight which serve as proof of ownership when a license product is ordered Yes No 1. Should they be sent to End users or a single contact*? Yes - Send to End Users No – Send to the following contact person: Back To Top 1. Do you have Volume License Agreements which you will transfer to Insight? Yes No If yes, please provide details 2. Do you have any other contracts or service agreements which you will transfer to Insight? Yes No If yes, please provide details 3. Do they require Insight to manage maintenance, renewal, or warranty information for prior purchases? Yes No 4. Are all locations (domestic & international) eligible to purchase off these license agreements? Yes No 5. Would you like to have a letter of agency? A letter of agency is letter, which Insight will provide any vendor to show that you have chosen to Insight as your procurement agent. Yes No If you indicate yes, a template will be sent to you. Please complete on company letterhead and send via fax to number given by Account Representative. 4.H.f Packet Pg. 206 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 10 | P a g e 13- Additional Information Please provide any additional information you feel is important for Insight to know to manage your account & process your orders. 4.H.f Packet Pg. 207 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO VALUEPOINT ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Additional Documentation: 2.0 Website 1 2.0 Per Section 3.1.3, the SVAR shall Develop and Maintain Website. Describe the website to be established for a state. Address that website’s functionalities or special features. You may supplement this response with illustrative screen prints (no more than 10) from one of your company’s existing websites. Taking into account the requirements of Section 3.1.3, address at a minimum: This document serves to supplement the details provided in Attachment B of our response by providing an explanation and screenshots. 2.1 Home page appearance and information; Website Homepage Displayed is the homepage that comes standard on all ips.insight.com e-procurement management portal accounts. Through the Account Tools bar on the side, users have quick access to the tools available through the portal. The homepage can be customized to display a Purchasing State’s or Entity’s logo, etc. and the text can be modified as well. 4.H.f Packet Pg. 208 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO VALUEPOINT ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Additional Documentation: 2.0 Website 2 2.3 Product catalog (include searchable fields, products to be included, how license information Consolidated License Agreement View Screen Information about all of a client’s volume license agreements, as well as the programs that pertain to them, is always available. Insight's online 'My Software License Agreements' functionality helps ensure contract-approved buying. End users can view, shop and browse products under each license agreement. Pricing defaults to best price and defaults can be set to avoid off-contract purchasing. 4.H.f Packet Pg. 209 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO VALUEPOINT ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Additional Documentation: 2.0 Website 3 2.3 Product catalog (include searchable fields, products to be included, how license information Product Search Function Screen Ips.insight.com provides users with the ability to simply search on a keyword or to use the advanced search functionality for more specific search parameters. Product search is one of the most important functions on ips.insight.com. The catalog can be customized to include only contract-approved software products and maintenance options. The website can provide all of the required contract and ordering information listed in 3.1.3.3.2 of the SOW. 4.H.f Packet Pg. 210 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO VALUEPOINT ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Additional Documentation: 2.0 Website 4 2.3 Product catalog (include searchable fields, products to be included, how license information Advanced Product Search Screen When the user has more specific search parameters in mind, the Advanced Search provides fields for specifying further detail. Fields are available for one or more keywords and a p rice range. A drop- down is available to select a specific category. When a category is chosen, the sub-categories available for that category are displayed for selection. Advanced Search also provides a drop-down menu for selecting a specific manufacturer. 4.H.f Packet Pg. 211 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO VALUEPOINT ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Additional Documentation: 2.0 Website 5 2.3 Product catalog (include searchable fields, products to be included, how license information Product Compare Screen The user also has the ability to compare up to ten (10) products. Products can be selected by clicking on the check-box for that product. The products selected can be compared immediately as they are added to the compare list, or just added to the list for comparison after other products are selected. Individual products or all products can also be removed from the compare list with a click of a button. When the compare button is clicked, the selected products are displayed side-by-side, comparing such elements as price, stock status, and manufacturer, along with more specific environmental, connectivity, warranty and other relevant characteristics. 4.H.f Packet Pg. 212 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO VALUEPOINT ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Additional Documentation: 2.0 Website 6 2.3 Product catalog (include searchable fields, products to be included, how license information Price Search by Contract During the product search process, users will have the ability to see pricing for any contract that is tagged to their user account in Insight’s ERP System. This feature can be customized to show only NASPO ValuePoint SVAR contract pricing. 4.H.f Packet Pg. 213 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO VALUEPOINT ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Additional Documentation: 2.0 Website 7 2.3 Product catalog (include searchable fields, products to be included, how license information Shopping Cart Screen Upon adding products to a shopping cart, users will have the option to either continue shopping, checkout (if their permissions allow it), or save the cart as a quote. Users can still make changes to quantities on the shopping cart checkout screen by edit ing the Quantity amount. Insight has added personalized purchasing tools to create time savings and decrease order time. Users can save the cart contents for further orders or save the cart as an order template. 4.H.f Packet Pg. 214 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO VALUEPOINT ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Additional Documentation: 2.0 Website 8 2.3 Product catalog (include searchable fields, products to be included, how license information Ship, Bill & Pay Function Checking out on ips.insight.com can be as standardized or customized as a client wants it to be. Both Shipping and Billing information can be stored in the system as standard, reoccurring information or new information can be entered. The privacy and security features the portal includes allow users to securely store and maintain procurement card information. 4.H.f Packet Pg. 215 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO VALUEPOINT ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Additional Documentation: 2.0 Website 9 2.3 Product catalog (include searchable fields, products to be included, how license information Reporting Function Ips.insight.com makes reporting quick and easy, giving client’s greater visibility into their IT spend. The reporting tool cab be accessed directly from the Homepage. Standard, Ad Hoc, and Custom Reporting can be run via the reporting tool. Insight’s customized reports allow users to select the data fields and the date filter, and then quickly run the report for immediate review. Users can also save the ad hoc report as a template to run each month or as needed without recreating a new report. For special reporting needs, the client’s dedicated Account Executive can work with you to create the report you need and we’ll post the report to your ips.insight.com Custom welcome page for availability according to user permissions. 4.H.f Packet Pg. 216 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO VALUEPOINT ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Additional Documentation: 2.0 Website 10 Ips.insight.com – A Website You Can Depend On  Ips.insight.com went live in 1995 and currently we have approximately 14,000 active U.S. web clients.  12,000 visitors per day with over 26,000 orders placed monthly.  Insight started B2B integrations in 1999.  250 Active EDI and eProcurement (B2B) integration clients/implementations .  Currently Insight has approximately 15 clients on the Oracle i-Procurement tool (globally).  Our dedicated eServices team has skilled specialists who have working knowledge in several procurement systems.  A dedicated Project Manager will be assigned to work side by side with you to ensure a smooth and successful integration. 4.H.f Packet Pg. 217 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology i ATTACHMENT B TABLE OF CONTENTS ATTACHMENT B: RESPONSE TO SCOPE OF WORK – METHODOLOGY....................................................... 1 1. Offeror shall describe its overall approach to providing solicited services. .......................... 1 2. Per Section 3.1.3, the SVAR shall develop and maintain website.. .................................... 2 2.1 Home page appearance and information ................................................................................... 2 2.2 Online tutorials ..................................................................................................................... 2 2.3 Product catalog ..................................................................................................................... 3 2.4 Links’ ................................................................................................................................... 4 2.5 Downloadable standard reports. Include: ................................................................................. 5 2.6 How website is monitored, kept current and accurate ................................................................ 6 3. Describe your company’s method for tracking software licenses. ...................................... 7 3.1 The standard sort-able data fields established for these records. ................................................. 8 3.2 The information tracked on behalf of Participating States. .......................................................... 8 3.3 How reminders of significant dates or volume plateaus are triggered.. ......................................... 8 4. Describe your company’s method of ensuring a Participating State receives documentation of proof of licenses that can be provided to requestors .................................................................. 9 4.1 Describe process for providing Proof of License to a buyer. Provide a sample. ............................... 9 4.2 Explain method of retaining back-up copies of Proof of License. .................................................. 9 4.3 Describe how your Company partners with a State to demonstrate accuracy of licensing information to a publisher (aka a “True Up”). .................................................................................................. 9 5. Reports .................................................................................................................... 10 5.1 Describe standard reports which can be generated for a State. Provide Samples.. ........................ 10 5.2 Describe on-line, real time, reporting capabilities using established state website reports: ............ 10 5.3 Address whether your Company is able to provide “Custom Reports” as an optional service to Participating States, should State determine to utilize this service? ................................................. 10 6. Decribe how your company works with a State and publisher to maximize the State’s value in obtaining products and services under this contract. ............................................................. 10 6.1 Working with a State and a publisher to assist the State in managing their volume or enterprise license agreements ................................................................................................................... 10 6.2 Working with a State and publisher to maximize the leverage created by the total sales volume from a State and its cooperative partners to ensure best value to all State’s. ........................................... 11 6.3 Working with a publisher to maximize the leverage created by the total sales volume overall resulting from this contract. ....................................................................................................... 12 6.4 Working with State and publisher to obtain the best quote on a high volume purchase................. 12 6.5 Hyour Company uses historical purchase information to provide targeted assistance.................... 13 6.6 How maintenance support is to be made available. .................................................................. 13 6.7 Describe how training regarding the installation of products and use of products will be made available and how to obtain best value from it. ............................................................................. 14 7. A significant aspet of this service is to be Value-Added Services...................................... 14 7.1 Describe how your company handles the complexities related to enterprise license agreements .... 14 7.2 Describe how your company handles transitioning a group of customers .................................... 15 7.3 Describe the training available regarding the use of this contract and how to obtain best value from it, other than on-line tutorials. .................................................................................................... 16 7.4 Explain what unique Value-Added services your Company will make available under a resultant contract. State whether they are to be provided at no cost. If there are costs, identify these costs on the applicable Pricing Sheet in the Cost Section. ................................................................................. 17 8. Explain how your company will: .................................................................................. 18 8.1 Retain publisher certification levels and improve on them. ........................................................ 18 8.2 Work to reduce costs to obtain publisher products? ................................................................. 19 8.3 How does your Company respond to customer complaints and service issues? ............................ 20 8.4 What is your Company’s escalation process? ........................................................................... 21 9. Problem Resolution ................................................................................................... 21 10. Products Return Process ............................................................................................ 22 11. SVAR Performance. ................................................................................................... 23 4.H.f Packet Pg. 218 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 1 Attachment B: Response to Scope of Work – Methodology 1. Offeror shall describe its overall approach to providing solicited services. Include how Offeror plans to meet or exceed requirements of the Scope of Work and Terms and Conditions. Insight Response: Insight has carefully read the Scope of Work provided in the RFP and we are confident in our ability to exceed the requirements. Insight approaches opportunities to provide solicited services by assigning teams of specialists whose experience and knowledge of government contracts allow them to develop complete solutions to support the entire lifespan of your IT assets. We understand that operational functionality is a critical component to the success of contracts for any organization similar to NASPO ValuePoint. As a result, we have created back office teams dedicated to each aspect of public sector contracts, including—but not limited to—compliance, credit, invoicing, procurement and publisher paperwork. As Insight Public Sector is entirely focused on providing IT solutions to public sector clients, we have the resources, processes, and flexibility to provide all levels of government and education clients with equal benefits and attention. We leverage the same tools and cost- saving techniques that utilize economies of scale, which allows us to provide consistent levels of service to large and small participants alike. Furthermore, we understand that budgets represent taxpayer money, and that the responsibilities of procurement and respecting publisher compliancy rules are more heavily weighted as a public sector participant than in a commercial environment. Insight’s compliance team assures you meet these commitments. Experience has taught us that certain segments of our public sector client base require specialized procurement options. Our approach is to ensure that each client receives the individual attention they need; as a result, Insight has divided our resources into vertical segments to match each client (e.g., state, local, and education). This organizational structure ensures each vertical receives maximum support from Insight Public Sector (“IPS”) resources who understand the specific needs of each vertical. Insight utilizes eCommerce tools to help our clients reduce cost, increase operational efficiency, eliminate errors, and control rogue purchases. Tools such as our web portal, built-in workflow, on-demand reporting, and license proofs provide equal service levels and cost-saving opportunities regardless of the size of the contract participant, as all of our tools are scalable to size. Our eCommerce solutions provide an easy and effective way for us to keep our clients up-to-date with technological changes. Although operational functionality and eCommerce are critical components of our approach to providing solicited services, the most important component of Insight’s overall approach to this contract is our people. We are proud of the depth of experience and knowledge we make available to Participating States (“States”) and Purchasing Entities (“Entities”) through our account teams. Each employee at Insight either supports clients directly, or supports someone else who does; we are all equally committed to your satisfaction and success. 4.H.f Packet Pg. 219 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 2 2. Per Section 3.1.3, the SVAR shall Develop and Maintain Website. Describe the website to be established for a state. Address that website’s functionalities or special features. You may supplement this response with illustrative screen prints (no more than 10) from one of your company’s existing websites. Taking into account the requirements of Section 3.1.3, address at a minimum: Insight Response: Insight confirms that we are able to perform all of the requirements listed in the SOW, section 3.1.3. Within two weeks of executing the Participating Addendum, Insight’s eCommerce team will set up a customizable web portal that provides both purchasing flexibility and unique self-management tools to help a State or Entity manage its IT purchasing process. Insight’s user-friendly eCommerce solution is available at no cost through the Internet and does not require the purchase of any additional software or licenses. Insight follows guidelines for accessibility so that our website meets or exceeds the minimum criteria for ADA (Americans with Disabilities Act) and Section 508 compliance. Refer to Additional Documentation- 2.0 Website for screenshots of the web portal. 2.1 Home page appearance and information Insight Response: Each State or Entity will have the ability to customize their ips.insight.com landing page to meet the specific needs of their end user communities. The tools listed below represent some options that are made available to authorized administrators:  Web End-to-End Standards  Account Team Information (including escalation path)  Contract Numbers (MA and PA)  Customer Information (e.g. copy of signed PA, VLAs, etc.)  Ordering Instructions  Account Tools  Announcements/ Notifications  Order Tracking / History  Invoice History  Quote History  Saved Carts / Order Templates  Product Center  Product Compare Authorized administrators can easily customize the appearance of the landing page to meet the requirements of State Governance. Administrators can grant permission to multiple levels of users including procurement officers with wide access, end users with limited purchasing rights, and end users who only have viewing rights. The landing page can trigger online workflow to multiple levels of approvals. Upon request from the State or Entity, Insight can post pertinent publisher notifications and other industry information on the landing pages. Through Insight’s Subscription Center, the State or Entity can opt-in to receive free updates via email on the latest in technology produ cts, services, and business solutions, including industry best practices, topics, and trends. 2.2 Online tutorials Insight Response: Insight provides free training on our procurement web portal. Training ensures an understanding of the portal’s features, ease of use, and how to take advantage of custom product catalogs. This training also teaches administrators how to deploy workflow administration tools, should that functionality be requested. Details on the training provided by the Insight team is outlined below. Training and Assistance: The dedicated website contains a “Portal User Guide” that can be stored for 24x7 reference by authorized users; however, ips.insight.com is user friendly and allows for quick and easy access and use, requiring little or no training. Insight has won awards for ‘Best Place to Purchase Online’ from Computer Shopper, PC/Computing and Internet Shopper. 4.H.f Packet Pg. 220 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 3 Website Training: Insight’s eCommerce specialists provide free training on how to take advantage of the customized website and software catalog through both live demonstrations and web-based training that focuses on the features that will help the organization’s staff maximize the benefits of their web experience. Live demonstrations can be recorded and a link to the recording can be posted to the customized landing page for continuous reference. Insight’s team of web support specialists can be contacted to provide help over the phone or through email. Access is available directly from the ips.insight.com site. 2.3 Product catalog (include searchable fields, products to be included, how license information is provided) Insight Response: Custom Catalog: Insight’s online portal allows each State or Entity to have a catalog customized to specific requirements and guidelines. The ips.insight.com product catalog has full capability of being used as a “Punch Out” to an individual State’s or Entity’s Electronic Purchasing System. Advanced Search Function: Ips.insight.com boasts a robust advanced search functionality which enables users to search products by more specific search parameters than with a simple keyword search. Users have the ability to search the catalog according to the parameters outlined in section 3.1.3.4 of the SOW, and more. Enhanced features include Keyword Search; Advanced Search; Product Menus; Search Results and Product Compare functionalities. The online catalog is searchable by State or Entity their specific Volume License Agreements (VLAs), software publishers, product names, OEM product numbers, and software descriptions. Insight can modify the online category according to the user’s needs, and/or save users’ most frequently ordered products for efficient repeat purchasing. Products to be Included: Per the requirements in the SOW, Insight will create a custom catalog which includes an expansive list of pre-approved Commercial Off-the-Shelf (COTS) software products and software maintenance. Restrictions that have been mandated through the State or Entity will be honored and all products will be available through both the online catalog, as well as through Insight’s representatives, who can be reached by email or telephone. Entities purchasing under one State will have access to the same current base version of the product catalog. Insight can create a custom product catalog based on the following criteria or any combination thereof:  Publisher  Category  SKU  Long Description  Price  Model Name  Short Description  Availability  Technical Product Specification Insight understands that the custom catalog is only to display products authorized by NASPO ValuePoint; we will not use this website to cross sell or cross advertise any other products or services. Product Compare: The user also has the ability to compare up to ten (10) products. Products can be selected by clicking on the check-box for that product. When the compare button is clicked, the selected products are displayed side-by-side, comparing such elements as price, stock status, and manufacturer, along with more specific environmental, connectivity, warranty and other relevant characteristics. Achieve the following benefits with Insight’s Custom Catalog features: Enforce organization software standards Reduce maverick spending Leverage buying power by consolidating all purchasing activities under “one roof” 4.H.f Packet Pg. 221 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 4 Online Quoting & Ordering: Quotes can be created, received and accessed online 24x7. Th e online portal allows users to add items to a shopping cart, save the items as a quote, print, update, empty, or purchase the products later. All quotes created in the system can be converted into a PO with a single mouse click. All product prices displayed online will be the “not-to- exceed” product price based on the contract rate and real-time reseller cost. Our system notifies the user that the quote has been successfully saved and sent to the Account Executive. Purchasing Entities can track all quotes by individual user and they can be easily viewed by quote number. In the event of high dollar purchases, we have made it easy for the State or Entity to reach out directly to the public sector sales teams for offline quoting support. Quote assistance can be requested with the click of a mouse from the contract landing page on ips.insight.com. The shopping cart feature on ips.insight.com is easy to use and can be customized to me et the needs of any organization to include allowing users to provide shipping instructions during the checkout portion of the transaction. Authorized web administrators can allow users to develop personal lists and profiles. For example, users can create frequently ordered product lists to save search and order time or save carts for efficient repeat purchasing. Insight’s advanced encryption technology - protects all information supplied on Insight’s website and allows users to securely store credit card information at the individual user level. Order Confirmation: Once you have placed items into your online cart, you will be invited to check-out. After you have completed your purchase, Insight keeps you informed and up-to-date. Our eProcurement portal provides a confirmation screen that immediately lets the user know an order has been successfully placed. Insight is aware of the different expectations that accompany hardware and software purchases, and so our confirmation methods are adapted to ensure you receive the information that is most valuable to your organization based on your order type. Each time you make a software purchase with Insight, the system will produce a confirmation of your purchase. As there is no shippable product with most software licenses, this confirmation is your receipt of purchase. Online License Proofs: Insight provides Proof-of-Purchase certificates that list the licenses owned by program name, manufacturer part number, enrollment number, invoice number, purchase order number, purchase date, and quantity purchased. License Proofs can be requested for any program to account for the software licenses that have been purchased and to reconcile that number with the licenses deployed on desktops. 2.4 Links’ Insight Response: Links found on the landing page include the following information: Company Standards Account Team Customer Documents (if requested) My Software License Agreements Reports Product Center Order Tracking History Invoice History Quote History Product Compare Saved Carts/ Order Templates “I use the portal on a regular basis to check on my current order status and shipping information. I also use the portal to check on past quotes to do re- orders of items that I frequently purchase. This saves me time and I really like that I can go to one place to find all this information. The portal is very easy to use and is beneficial for my job as we do frequent purchases.” - School District IT Services Director 4.H.f Packet Pg. 222 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 5 2.5 Downloadable standard reports. Include: Insight Response: Insight’s customized web portal allows for SIIA certified standard reports to be downloaded online, on-demand, and in real time as a self-service or through the State or Entity’s dedicated Account Team. Reports can be scheduled weekly, monthly, quarterly, etc. and delivered through the web portal or email. The user’s ability to run reports is based on permissions assigned to the user names. Only authorized users within the State or Entity will be permitted to run reports. Additionally, accounts are established so customers associated with a local entity can only view and report based on their accounts. Any Insight report allows you to track and report on up to 57 standard “raw data” fields and up to 30 customizable SmartTracker fields. SmartTracker is a feature in our ordering system that provides custom tracking and reporting on your software orders for analysis by any type of criteria. Easily allocate purchases to specific cost centers, business units, departments, projects, and more. States and Entities can select the data fields and the date filter, and then quickly run the report for immediate review. Ad Hoc reports can be saved as a template to run each month or as needed without recreating a new report. For special reporting needs, the Account Executive can work with the State or Entity to create the reports needed and we will post the report to the ips.insight.com custom welcome page for availability only by user permission(s). Reports can be created by ordering location or all locations, restrict access to reporting by location, or extend access to reporting on all locations. Listed below are the twenty-one standard SIIA-certified Web reports that provide online real-time access to purchase history, as far back as necessary, in both summary and detailed report formats. Standard Reports Ad-Hoc Report Detail by Account w/ Customer PO Overall Sales History Purchase Activity Detail Report Purchase Summary by Shipping Purchase Summary by Account Top Manufacturer Summary Open Order Report Invoice Summary Product Totals by Account & Shipping Location Software License Contract Summary Location Software Detail Data Total Sales By Year and Month Purchase Summary by Items Purchased Invoiced Orders Product Totals by Manufacturer Snapshot Purchase Summary by Manufacturer Software Summary by Manufacturer Name Software Renewal Report Reports can be run one time only or scheduled to run daily, weekly, monthly, quarterly, or annually, and are available in Microsoft Excel or .CSV formats to manipulate or .pdf. The Software & Information Industry Association (SIIA) recognizes Insight as meeting their strict criteria for accuracy and completeness of our record keeping processes. As a Premier Reseller, our reports can be used to quickly evaluate and claim license purchases during an audit. Many of our competitors don’t have this recognition. 4.H.f Packet Pg. 223 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 6 2.5.1 How information is controlled and sorted (e.g. what information LSCA can access); Insight Response: Information is controlled and can be viewed according to the State or Entity. If requested, Insight can set up the LSCA with access to consolidated reporting based on this information. All information captured at time of purchase order has full reporting capabilities. Reporting is available at the LSCA, State, or Entity level. 2.5.2 How state Procurement Officer can obtain purchasing profile for Users and volume in State; Insight Response: Through hierarchical reporting, authorized users can view any purchasing profile or retrieve consolidated reporting on-demand. Access is controlled at the LSCA, state level, and individual participant level by designated contract web administrators. Administrat ors can easily manage access rights to reports by setting authorization and/or restriction levels at the User ID Level. 2.5.3 How an individual User can obtain only their information Insight Response: The web administrator(s) for each State or Entity controls the type of access available for each user. Specific purchasing accounts designate the information that can be viewed or accessed for purchasing purposes. 2.6 How website is monitored, kept current and accurate Insight Response: Monitored: Access to our eCommerce site is protected using the Secure Sockets Layer protocol with real-time encryption (SSL 3.0/TLS 1.0), the industry standard for security. As such, all HTML, graphics, and submitted form information is encrypted, including passwords. Our digital certificates are registered with VeriSign, a trusted and recognized certificate authority. The online account (catalog) can only be accessed with username/password or validated on pre-defined customer-specific credentials (for integrated procurement solutions). Databases are protected by strict firewall rules. Figure 1 ips.insight.com Administrative Hierarchy 4.H.f Packet Pg. 224 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 7 Kept Current: The Insight-hosted web ordering tool offers 24x7x365 availability except for routine maintenance and upgrades. Scheduled downtime occurs the second Saturday of each month, except for December in which there is no downtime. We also have quarterly maintenance, which is the 3rd Saturday of each quarter. Insight’s eCommerce team continuously collaborates with sales to ensure content/custom izations are updated and accurate per customer requirements. The team also provides on -going support once the client’s portal is live. Accurate: Insight runs both automated performance test scripts as well as automated functional test scripts on a regular basis. The performance scripts ensure website changes do not negatively impact performance as well as ensure we improve performance with our changes. Functional test scripts examine all areas of the site to ensure website changes do not impact functionality. 3. Describe your Company’s method for tracking software licenses and ensuring that Participating States receive timely notifications of renewals or are advised of volume agreement opportunities or vulnerabilities, etc. Insight Response: Methodology for Tracking Licenses For over 25 years Insight has served as a trusted software license consultant and provider. We understand how important the tracking of licenses and renewals is in helping an organization control costs and maintain compliance. We have developed a methodology that combines reporting capabilities, tracking tools, and specialized teams to deliver a complete solution. Outlined below are these offerings. SIIA-Certified Reports: Insight’s reports are SIIA compliant and meet all requirements to maintain our certification. Insight provides both standard and customized reports on 57 standard data fields and up to 30 customizable SmartTracker fields, so users can customize data even further—streamlining PO-to-invoice reconciliation. Easily allocate purchases to specific cost centers, business units, departments, or projects. The Software & Information Industry Association (SIIA) recognizes Insight as meeting their strict criteria for accuracy and completeness of our record keeping processes. Our clients can be secure knowing that our reports can be used to quickly evaluate and claim license purchases during an audit. Many of our competitors do not share this recognition. License Consulting Services: Your Insight Account Team works with you and our License and Software Specialty Teams to derive a current and ongoing licensing strategy for your software products based upon your software portfolio and your anticipated business needs. The goal is to reduce ongoing software spend while maintaining compliance and adequately serving the needs of your organization. Timely Notifications of Renewals Renewals Team: Insight’s Software Renewals Team is responsible for tracking software renewal dates and providing comprehensive reporting to ensure that the State or Entity has time to prepare for the renewal and any new agreement. Upcoming renewals will also be discussed by the account team during Quarterly Business Reviews. The renewals team will work with both St ates and Entities to provide renewal assistance and options for next steps. Contract & Maintenance Services: Insight monitors our clients’ volume purchasing contracts with software publishers and, on a quarterly basis, notifies them of any approaching expiration dates to ensure they have time to prepare for renewals and new agreements. We use our database of customer contracts to track milestones, or current standings, in relation to our clients’ commitments, and advise them on their options for staying compliant with any forecasts. We have tools and processes in place that allow us to track expiring enrollments, as well as contractual and 4.H.f Packet Pg. 225 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 8 transactional maintenance by expiration date to help our clients stay current and legal with their software license and maintenance agreements. Quarterly Business Reviews During Insight quarterly business reviews with each client, renewals and upcoming maintenance will be discussed to ensure that State or Entities do not miss any deadlines. 3.1 The standard sort-able data fields established for these records. Insight Response: Any Insight report allows an authorized user to track and report on 57 standard data fields (listed in the table below) and up to 30 customizable SmartTracker fields— streamlining PO-to-invoice reconciliation. SmartTracker is a feature in our ordering system that provides custom tracking and reporting on your orders for analysis by any type of criteria. Easily allocate purchases to specific cost centers, business units, departments, projects, affiliates and more. Our summary reports provide you with consolidated reporting for goods and services provided to your organization enterprise wide. This is the standard information that is captured duri ng the order checkout process. The SmartTracker fields are alphanumeric fields that must be configured to be captured during the checkout process. Software Detail Data Fields Available Operations Center Account City Line Item No Version Product Type Sales Amount Master Agreement Number Reporting Parent ID Account State/Province Invoice Date Shipping Country # of Users Currency Enrollment Number Reporting Parent Name Account Postal Code Manufacturer Package Count Invoiced Quantity Date Shipped Enrollment Start Date Account No Account Country Manufacturer Part ID Package Type Invoiced Currency Customer PO # Enrollment End Date Account Name Contact Name Insight Part ID Product Category / Sub Category Exchange Rate PO Release No. Maintenance Start Date Account Address Contact Phone Product Title Language Unit Price Order Number Maintenance End Date Account Attention Invoice Number Product Description Media SRP Order Date UNSPSC Code Shipping Account No. Shipping Name Shipping Attention Shipping Address Shipping Address 2 Shipping City Shipping State / Province Shipping Postal Code Thirty SmartTracker Fields (for custom data) 3.2 The information tracked on behalf of Participating States. Insight Response: The information above is available and can be tracked for all States. 3.3 How reminders of significant dates or volume plateaus are triggered. Include how your Company, as a partner with the Participating State, communicates with the State to ensure no deadlines are missed or opportunities unexplored. Insight Response: Insight’s Software Renewal Team has close relationships with the publishers and is focused on aiding clients with publisher renewals. This team helps our clients easily maintain compliance with all licensing requirements with our software renewal process. 1. Insight gathers client renewals data from multiple sources and consolidates this data into one central, well-managed source. 2. CRM tools and systems allow the Software Renewal Team to track and review renewal data and combine software assets from multiple orders into co-term agreements. 4.H.f Packet Pg. 226 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 9 3. This team also sends renewal notifications well in advance of the coverage ending date in order to ensure clients have ample time to prepare for renewals. 4. Software Renewal Reports and client quotes of upcoming renewals are proactively provided by the Insight Software Renewal Team. 5. On a quarterly basis, Insight Account Executives notify the client of any approaching expiration dates to ensure they have time to prepare for renewals and new agreements. Insight recommends clients take advantage of Quarterly Business Reviews as a platform to continuously assess the business relationship between Insight and the client as well as present a summary of the client’s purchasing activity over the past quarter. Findings from the Renewals Team are presented to the client during this meeting. 4. Describe your Company’s method of ensuring a Participating State receives documentation of Proof of License that can be provided to requestors (e.g. auditors, in response to FOIA requests, etc.) 4.1 Describe process for providing Proof of License to a buyer. Provide a sample Proof of License. Insight Response: Insight clients have two options for obtaining Proof of Licenses. The first option is to contact the client’s Insight sales team. When a software order is placed in Insight’s ERP system, not only does a Proof of License get sent to the buyer and any additional individuals noted on the order, but it is also attached to the order in our system for retrieval at a later date. Per the requirements of the SOW, all proofs are electronically filed in a secure SharePoint location. The second method for obtaining a Proof of License is through Insight’s self -service option described in the question below. See Additional Documentation on Proof of License for an example. 4.2 Explain method of retaining back-up copies of Proof of License. State how quickly a duplicate copy can be provided. Insight Response: Insight is one of the few resellers to provide license proofs online where users can easily obtain them immediately as a self-service. Our online License Proof-of-Purchase certificates list the licenses and organization owns by program name, manufacturer part number, enrollment number, invoice number, purchase order number, purch ase date & quantity purchased. License Proofs can be issued for any program to help account for the software licenses users have purchased and to reconcile that number with the licenses they have deployed on their desktops. In addition to the self-service option, Insight retains copies of license proofs by attaching them to the order associated with the license i n our ERP system. A duplicate copy can be provided in under an hour after reaching out to the applicable sales team. 4.3 Describe how your Company partners with a State to demonstrate accuracy of licensing information to a publisher (aka a “True Up”). Insight Response: We provide detailed reporting to our publishers based on the requirements under Insight’s publisher contracts. We will fulfill any requirements authorized by the State to provide additional reporting on your behalf. It should be noted that Insight is SIIA certified for accuracy on reporting. 4.H.f Packet Pg. 227 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 10 5. Reports 5.1 Describe standard reports which can be generated for a State (other than downloadable reports addressed earlier). Provide sample reports. Insight Response: Our reporting function is designed to generate customizable reports on- demand utilizing data fields captured at time of PO entry. States and Entities can select fields and the data filters to quickly run the report for immediate review. In addition, ad -hoc reports can be saved as a template to run each month, or as needed, without recreating a new report. The Account Executive (AE) works with clients to create any customized report. 5.2 Describe on-line, real time, reporting capabilities using established state website reports: Insight Response: Insight recognizes that many States and Entities have established individual reporting requirements in set multiple formats. Our systems have been designed to accommodate such requirements. We have provided samples of our customized reports with information redacted as evidence of our reporting capabilities. 5.2.1 Standard Reports. Provide sample reports. 5.2.2 Reports that can be generated by the LSCA. 5.2.3 Reports that can be generated by the Participating State. Provide sample reports. 5.2.4 Reports that can be generated by the User agency. Provide sample reports. Insight Response: Insight can provide reporting at the hierarchical as well as the individual operating segment, business unit or subsidiary levels for all purchases made through Insight . For requirements 5.2.1 – 5.2.4, all reporting can be generated by the LSCA either by individual purchasing entity, state, or all agencies for complete consolidation. Sample reports are provided in Additional Documentation 5.0 Reports. 5.3 Address whether your Company is able to provide “Custom Reports” as an optional service to Participating States, should State determine to utilize this service? (See Section 3: Scope of Work, 3.7.3 Custom Reports) Insight Response: Custom reports can be created according to the LSCA, State, or Entity’s specific needs. No additional tools are required. All authorized administrators can generate reporting on demand on any field that has been captured at time of order entry. Customized reports are provided free of charge. Additionally, Insight can meet all reporting requirements, should a State or Entity have a specific reporting template they require. 6. Describe how your Company works with a State and publisher to maximize the State’s value in obtaining products and services under this contract. Description is to address, but is not limited to, the following: 6.1 Working with a State and a publisher to assist the State in managing their volume or enterprise license agreements Insight Response: One of Insight’s core competencies is software licensing consul ting. Our expertise allows us to maximize a State or Entity’s ROI when faced with the complexity, options, and sheer number of available publishers. Account Teams are required to hold certifications from our major publishers in keeping with their role(s). For example, Microsoft and Adobe Licensing Consultants hold the highest certifications that Microsoft and Adobe offer. The benefit to NASPO ValuePoint Entities of this expertise is confidence that information received is corr ect, timely, and presented in a manner that is understandable. 4.H.f Packet Pg. 228 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 11 Utilizing this knowledge, we will guide Entities through the necessary steps to trim per-unit prices, choose the right program, and take advantage of volume license and maintenance agreements. The result of this support is a more simplified software management process. Through the Account Teams, Entities will have access to our pool of Partner Champions. These specialized resources, whose positions are each partially funded by the associ ated software publisher, are in-house to administer our relationships with these publishers. They help us in providing our clients with timely communications and guidance on their licensing programs. A list of software Partner Champions by publisher is provided below. Insight has more than 25 years of experience with software licensing. As the most experienced provider of IT software, we are the premier volume licensing expert. As an Insight client, you will have access to software and licensing program solutions from thousands of software publishers, leveraging our longstanding publisher relationships to negotiate the best deals possible for each State and Entity. In addition, we can manage and contract approved non-standard software license agreements, reducing the risk, overhead, and delay associated with acquiring and maintaining software from emerging publishers. We do this through a Lifecycle Management Approach called CLEAR Advantage Program™. We provide pre-sales guidance and consultation to meet your business needs and post-sales operational excellence to ensure you optimize value, remain compliant, and have access to needed resources:  Select—the right technology, price, program, & partner to meet your IT & business objectives  Acquire—ease of transactions, budgeting & financing, service, & choice  Manage/Support—contract management & compliance, powered by tools, resources, & service  Value Realized—software services & solutions to meet your business & IT objectives Specific to Oracle Volume or Enterprise License Agreements, Insight will work with States and Entities to ensure the location of appropriate language pertaining to terms and conditions is appropriately and clearly identified within the Participating Addendum. 6.2 Working with a State and publisher to maximize the leverage created by the total sales volume from a State and its cooperative partners to ensure best value to all State’s. Insight Response: Insight recognizes the importance of facilitating contract advantages based on the size and scope of the State’s combined purchasing power. Partnering with Insight affords  Adobe  Attachmate  Autodesk  CA  Citrix  Dell Software  HP Software  IBM Software  LANDesk  McAfee  Microsoft  Novell  Oracle Software  Quest Software  Red Hat  RSA Security  SAP BusinessObjects  Symantec  Trend Micro  VMware  Websense “Insight is our contracted reseller and has played an important role within the last 12 months helping us manage all of the enrollments [16 total] by having onsite monthly meetings, providing monthly reports, and maintaining knowledgeable, responsive team of professionals. At any given time, we can rely on Insight to answer questions regarding licensing, pricing, or applications quickly without hesitation to follow up from their pool of experts when needed.” -Master Microsoft Administrator for County IT Department 4.H.f Packet Pg. 229 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 12 you a partner who is financially stable with a size and capacity to maximize any opportunities. We have listed examples below describing how we accomplish this. Economies of Scale/ Trend Analysis: Insight’s web solution and hierarchical reporting gives diverse States and Entities insight in to their purchasing activity in order to understand how to take advantage of economies of scale. Insight will work with each State’s/Entity’s contract administrators to review trending and discuss license program changes that may enhance the State’s/Entity’s ability to aggregate purchasing and ultimately create cost savings. Insight will provide our findings of this examination during the Quarterly Business Reviews and as requested or scheduled through custom reporting. For example, working proactively with several large state entities in Florida, Insight, partnering with Adobe, was able to save 15% of the total Adobe spend by utilizing a more advantageous licensing program. This kind of consulting is important to NASPO Value Point as the difference between licensing vehicles is often complex and not easily identified. 6.3 Working with a publisher to maximize the leverage created by the total sales volume overall resulting from this contract. Insight Response: Insight will work with the software publishers on the State’s behalf to help them reduce their software costs and maximize their return on investment. We offer software and licensing program solutions from thousands of software publishers, leveraging longstanding relationships to negotiate the best deals possible for our clients. Our vast experience in managing publisher contracts w ith other clients gives us the leverage and experience to help negotiate better terms with the publishers. We achieve this through the following ways.  Distributor Relationships: We have relationships with all of the major distributors such as Avnet, Ingram Micro, Synnex, Tech Data, and Carahsoft. The reason this is important to NASPO ValuePoint is that it affords Insight the ability to negotiate the lowest cost price due to our size and depth of relationships.  Partner Champions: These resources remain up-to-date on publisher programs. As a result, our Partner Champions are engaged to maximize the leverage created by the total sales volume by a State or Entity. For example, if a State’s departments are purchasing via separate enrollments, a consolidation of these purchasing agreements under the contract will result in a cost savings for the State. 6.4 Working with State and publisher to obtain the best quote on a high volume purchase. Insight Response: Insight will work with the State/Entity and publisher to obtain best pricing on high-volume purchases by leveraging our longstanding relationships and experience with other clients. The State’s/Entity’s software requirements will be supported by the Insight Account Team and our in-house experts.  Partner Champions: These resources remain up to date on publisher programs. As a result, our Partner Champions help our clients utilize the correct licensing programs in order to obtain the best quote on a high volume purchase.  Account Management Support: Insight provides dedicated Account Executives who negotiate with software publishers on your behalf to secure discounts for large quantity purchases. Our established relationships with software publishers give us an advantage when negotiating pricing terms for you.  One-off Purchasing: In the event a publisher offers a product or program opportunity that presents a cost saving to States or Entities outside of the agreed upon criteria in the contract, Insight will bring those opportunities to NASPO ValuePoint and the States and will participate in a one-off event. Insight holds more than 150 public sector contracts across 32 different states, working with each public sector client to maximize the value of their software volume or enterprise agreements. . 4.H.f Packet Pg. 230 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 13 6.5 If, and how, your Company uses historical purchase information to provide targeted assistance to State. Insight Response: Insight does use historical purchasing information to provide cost-saving opportunities and targeted assistance. In the instance of a client with multiple enterprise license agreements and purchases from lower level agreements from various departments, we pull together this usage data to analyze and guide the client to better options for consolidation that can not only save money but make management of these agreements easier. This is a regular part of the value-added services we provide to clients in State Agencies across the country.  Trend Analysis: Experience has taught us that communication is a key factor in a successful partnership. Through our quarterly business reviews, we provide an opportunity to identify spending trends, receive recommendations on cost-saving solutions, and discuss new products and programs that may be of interest to you. These reviews also provide an opportunity to discuss our quality service goals to ensure your ongoing satisfaction with our services. 6.6 How maintenance support is to be made available. Insight Response: Insight uses a combination of tools and resources to ensure that our clients receive proper maintenance support as it relates to their software purchases an d assets. Beginning with our Software Renewals Team, they will ensure that States/Entities maintain compliance with all licensing requirements and are aware of upcoming renewals and maintenance dates. As a part of our service to our clients, we ensure that they are educated on what product support or services are included in their agreements with a publisher. In line with the requirements of the SOW, Insight will offer maintenance and support packages on license s already owned by the States/Entities. The team adheres to the following process to ensure consistent support. Software Maintenance/Renewal Process: Insight’s Software Renewal Team has close relationships with the publishers and is focused on aiding you with publisher renewals. They help you easily maintain compliance with all licensing requirements with our software renewal process. 1. Insight gathers your renewals data from multiple sources and consolidates this data into one central, well-managed source. 2. CRM tools and systems allow your Software Renewal Team to track and review renewal data and combine software assets from multiple orders into co-term agreements. 3. This team also sends renewal notifications well in advance of the coverage ending date in order to ensure you have ample time to prepare for renewals. 4. Software Renewal Reports and client quotes of upcoming renewals are proactively provided by your Insight Software Renewal Team. 5. On a quarterly basis, your Insight Account Executive notifies you of any approaching expiration dates to ensure you have time to prepare for renewals and new agreements. The Quarterly Business Review serves as a formalized vehicle for providing clients with license consulting 90 days before the renewal date for their licenses. Account Executives partner with our Partner Champions to update clients on any available software upgrades, annual updates, patches and fixes during this review as well as on an ad-hoc basis. Support can be provided to assist the State or Entity obtain any of these maintenance enhancements. The account team also addresses topics such as co-terming opportunities and the re-harvesting of licenses where possible. 4.H.f Packet Pg. 231 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 14 6.7 Describe how training regarding the installation of products and use of products will be made available and how to obtain best value from it. Insight will provide contract users links to the publisher’s websites for first line installation, usage, and de-installation support. If further help is needed, we will connect them directly with the publisher through their publisher account representatives or our Partner Champions. Additionally, Insight provides fee-based training on the use of software through our partnership with Global Knowledge. In the event that the State or Entity has difficulty in downloading or installing software purchased, we will provide assistance within 8 hours of being informed of the problem, whether it be through Insight resources or connecting the State or Entity with the publisher. 7. A significant aspect of this service is to be Value-Added Services. 7.1 Describe how your company handles the complexities related to enterprise license agreements (e.g. Microsoft EA, Adobe CLP, etc.). Include how you assist customers (especially first time customers) through this process to ensure they are comfortable moving forward, and are knowledgeable about the agreements once they are complete? Insight Response: Insight understands how difficult it can be to maintain compliance and take advantage of the myriad of licensing programs available. One of Insight’s core competencies is software licensing consulting. Insight provides a robust field and inside support staff representing thousands of publishers to help qualify and recommend various solutions to our clients. It is a general practice for us to architect and evaluate solutions for our clients to find the best fit . The benefit to States and Entities of this expertise is confidence that information received is correct, timely, and presented in a manner that is understandable. We provide information on several platforms including, but not limited to, the following: Specialized Teams: Licensing Consultants, Microsoft Contracts Team, CLEAR Advantage Team Webinars: Subjects including licensing changes, advantages of Cloud, publisher specific topics Periodicals: Devoted to licensing programs and vertical specific (state/local and education) License Key-Code Database: Insight understands the management of key codes and software media can be an important part of the success of any licensing program. Your Insight Account Team will keep a database of key codes for publishers who are willing to share them. In the event that Insight is not provided with copies of your key codes, we will work with these publishers to obtain them on your behalf. Insight is committed to working diligently to help you manage your key codes as required. Support for Microsoft Programs Support for your Microsoft EA: Partnering with Insight means States and Entities will have an experienced, unbiased partner to help manage the licensing agreements between the Entity and Microsoft. The “one price” model of the Enterprise Agreement (EA) program makes certain that the client will receive the best pricing, service, and support possible from Microsoft. A client’s Microsoft Partner is responsible for fulfilling these program advantages. Using our years of experience managing thousands of Microsoft Agreements, we have heavily invested in people, processes, and tools for managing an EA. We offer our CLEAR Advantage Solution for our clients’ software investments. We help them through the entire lifecycle of software management — from selection, to support and value realization. Figure 2 Insight Microsoft EQ Lifecycle 4.H.f Packet Pg. 232 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 15 Software Assurance Benefits: Software Assurance (SA) Benefits resources are available to help our clients activate and use Microsoft Software Assurance Benefits. These dedicated resources answer questions, help activate Microsoft benefits, and provide best practices for benefits administration. Insight provides education on the Software Assurance Benefits available to under said Microsoft contract. Microsoft VLSC Website: Microsoft provides visibility to clients’ agreements through access to Microsoft’s VLSC (Volume Licensing Service Center) Website. Your Microsoft license c ertificates, SA eligibility, contract usage dates, and enrollment numbers can all be viewed from this site. Insight will train your authorized VLSC administrators on this site EA Touch Plan: Using our years of experience managing thousands of Microsoft Agreements, we have developed a process for managing an EA that includes a number of “touches” our clients should expect when choosing Insight as their ESA and LSP. Educational License Programs: Experience with software publishers over the past 25 years has provided us with a perspective as it pertains to software in the education vertical. Most licensing programs have completely separate rules, product availability, and pricing. It can be difficult for anyone involved in educational procurement to understand and take advantage of opportunities and avoid risk of compliance vulnerabilities. Insight’s solution has been to create an Inside Account Team that focuses exclusively on the education market. This team will proactively reach out to education institutions within each state to ensure they have the correct information and are provided with the lowest cost solution. Insight is certified for all channel available educational licensing programs which is a true differentiator. Volume Licensing Program Transitions: With the Microsoft Select Plus program being discontinued and replaced by the Microsoft Products and Services Agreement (MPSA), Insight is prepared to work with all States and Entities to ensure a smooth transition. 7.2 Describe how your company handles transitioning a group of customers from an account manager with whom they have built a relationship to an account manager who is new to them? Insight Response: Insight understands the importance of ensuring a smooth and seamless experience when it comes to transitioning a group of customers from an Account Executive with whom they have built a relationship to an Account Executive who is new to them. Smooth transition services are critical to prevent a loss of service to the State, the end users, and stakeholders. Insight acknowledges that this transition can sometimes include obstacles, and as a result we have crafted our training, systems, support and oversight of Insight teammates accordingly, “Insight is very responsive to my requests and is the easy part of my procedures for getting software licenses for my clients on campus.” - University Software Licensing Mgr. Figure 3 Insight EA Touch Plan 4.H.f Packet Pg. 233 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 16 whether they are entirely new to the organization or only to the client. Every Insight teammate who works with Public Sector clients must go through a series of specific trainings related to ensuring that the teammate understands not only the Public Sector client but also acknowledges that they will adhere to all applicable laws, regulations and policies that are involved with providing service to a client in the public sector. Training sessions are handled by Insight’s Compliance Team. We drill down to the individual teammate’s responsibilities and specific client base to ensure he or she understands the contracts that will be supported by the teammate. From a systems perspective, Insight has a Contract Module that is designed specifically to reduce possible human error. The system calculates the contract sell price, preventing anyone from charging more than the approved contract price. This function disallows the AE from saving a quote or order unless the pri ce is at or below the contracted price. Insight’s Compliance team is the only one capable of assigning a contract to an account. The system, through a series of rules, automatically assigns the products to the contract. Sales cannot misrepresent that a specific product is on contract when it is not. The Compliance team audits the sales activity and reviews every new account for accuracy (so that the contracts related are accurate). Tools/Reference Resources: Insight utilizes a New Account Process which includes an Implementation Questionnaire document that is reviewed with all new contract holders and referred to throughout the life of the contract. This document ensures that when a new Account Executive is brought on to the account he or she has all of the pertinent information needed to satisfactorily service the client. We have provided this questionnaire in the Additional Documentation section entitled 7.2 Account Transition. 7.2.1 How do you ensure that all of the customers’ needs are met? The combination of a solid account management structure, an escalation process in place and the existence of customer satisfaction surveys ensure that Insight is able to meet the needs of our clients. Through these measures States and Entities can have the confidence that they will be well supported in order to meet their software needs throughout the lifecycle of their software agreements. In addition to having direct access to the Account Executive, Insight sets up unique team email aliases so that a client can be assured of a response in the event the Account Executive is unavailable. Purchasing Entities can email their specific email alias in order to connect with a knowledgeable member of their account team. 7.2.2 How do you ensure the new account manager is given the resources necessary to be successful in the new role? Insight utilizes a team approach to providing service for all of our accounts. New account managers are provided rigorous training on your overall contract and a knowledge transfer from the existing sales team. Having more than one individual maintaining customized information ensures the State or Entity will see a continuity of service despite a change in account management. 7.3 Describe the training available regarding the use of this contract and how to obtain best value from it, other than on-line tutorials. States or Entities interested in joining the NASPO ValuePoint SVAR contract will have full access to training through the IPS’ Business Development Manager (BDM) who is dedicated to supporting the NASPO ValuePoint contract. She will be available to meet in person or through webinars to explain the scope of offerings included under IPS’ contract. IPS will help interested States and Entities market the contract amongst its agencies to provide a full understanding of the contract’s value and processes. We will ensure that users receive training, especially when personnel changes, on where to go to obtain additional information about the contract. We have an informational page dedicated to addressing Insight’s NASPO ValuePoint SVAR contract that 4.H.f Packet Pg. 234 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 17 can be accessed directly through ips.insight.com. On top of providing training, Insight has experience providing Requests for Information (RFI) to prospective states that outline not only Insight’s capabilities to support the client’s software purchasing needs but also highlighting the benefits to using the NASPO ValuePoint SVAR contract to meet those needs. 7.4 Explain what unique Value-Added services your Company will make available under a resultant contract. State whether they are to be provided at no cost. If there are costs, identify these costs on the applicable Pricing Sheet in the Cost Section. Insight continues to help public sector clients run their organizations in a way that is cost‐ effective, convenient and empowers them to take full advantage of their software investments. Insight’s clients receive valuable compliance support, on‐demand reporting, dynamic license tracking, audit support and accurate record management to help realize the full potential of software purchases. Insight’s reports are certified by the Software and Information Industry Associations (SIIA) and can be used to quickly evaluate and claim license purchases during an audit. Free Value Added Services License Tracking Insight’s software reporting and tracking tools ensure that the State has the options n eeded to effectively manage software assets in real time. These tools include:  Invoice History Reporting: Obtain 24‐hour access to software licensing history.  Customized Client Purchasing Reports: View reports online or download to a database application.  Contract and Renewal Tracking: Easily maintain compliance with all licensing requirements.  Historical Data Tracking: We store purchasing data in our global data warehouse and can run reports that provide purchase history as far back as needed. Single Point of Contact for License Support Insight provides a highly knowledgeable inside sales representative as a single po int of contact who will provide prompt assistance and advice on tracking the State’s or Entity’s licenses using our online reporting and tracking tools. This sales representative has access to a team of highly‐ trained licensing specialists who are readily available to answer licensing questions. License Tracking Insight’s ordering system provides custom tracking and reporting of the State’s or Entity’s software orders so purchases of individual licenses and server licenses can be tracked. Standardized processes, customizable tracking options and a wide variety of detailed and summary reports allow the States and Entities to quickly obtain the information needed to manage software licenses. Standardization for Tracking Ease Insight’s customizable SmartTracker fields can streamline PO‐to‐invoice reconciliation. SmartTracker is a feature in our ordering system that provides custom tracking and reporting on software orders for analysis by any type of criteria. Easily allocate purchases to specific agencies, OEU names, cost centers, business units, departments, projects and more to facilitate ease of tracking licenses purchased. Through experience with other statewide contracts, Insight has developed a standard naming convention and reporting hierarchy to assist with tracking. Keeping the State Updated on Revised Plans After contract award, the State’s or Entity’s Insight Account Executive will update the plan, as needed, and will provide a copy of any revised plans to the Contract Administrator. During regularly scheduled business reviews, the Insight Account Executive will keep the State or Entity informed and up to date. Insight is committed to providing the users with education and advice 4.H.f Packet Pg. 235 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 18 on OEM licensing; product, program and pricing changes; and upcoming end‐of‐life announcements. Insight understands that the software purchasing lifecycle does not stop with the download of the licenses. In order to help States and Entities further maximize their software investments within their environments, we will provide the following fee-based services. Contract pricing for each of these services is listed in Attachment C-2 of our proposal response. Fee Based Value-Added Software Asset Management (SAM) Services Our fee-based SAM services help our clients become and remain compliant with the software publishers. Our SAM team provides full lifecycle SAM solutions that gives them clear visibility into and control of our clients’ Software Asset Portfolio. Insight has established NASPO ValuePoint contract specific pricing to provide States and Entities this valuable service and this pricing is included in the services cost spreadsheet. License Reconciliation Services: Our team of SAM consultants will help States or Entities maximize their software investments and gain control over their software assets by analyzing and reconciling their license purchases. They perform a license assessment and then compare their software license entitlements to their inventory of deployed software to determine the software license position (over licensed, under licensed, opportunities for cost management) of their software portfolio. License Reconciliation Benefits include: To further our commitment to providing our clients with the skills and knowledge needed to unleash the full potential of their software investments, we are extending our partnership with Global Knowledge to bring States and Entities these skills and knowledge. Global Knowledge training will be offered at a competitive price developed specifically in support of this contract. Pricing for these training services is listed in Attachment C-2 of our proposal response. 8. Explain how your Company will: 8.1 Retain publisher certification levels and improve on them. Insight Response: Insight understands it is critical not only to maintain but also to grow our software relationships and certifications in order to meet our client’s software needs and provide them the best value and highly knowledgeable sales and services support. In order to maintain our publisher certifications, as well as obtain both higher certification levels and new certifications in general, our teams work to meet the various criteria associated with the programs. We are passionate about deepening and broadening our certifications so that we can offer our clients a highly competitive price and highly trained professionals in support of their software investments.  Redistribution of unused software licenses  Creating a standard software environment  Foundation for license management processes  Basis for license agreement negotiations  Detailed overview serves as basis for migration planning  Sarbanes-Oxley compliance 4.H.f Packet Pg. 236 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 19 It is Insight’s intention to work towards certifications with publishers not currently represented through a direct or distribution relationship in order to increase our value to States and Entities. Insight understands that if our reseller status is withdrawn or reduced, we are required to immediately notify the LSCA explaining the change. All account team resources offered to NASPO ValuePoint are required to take continuing education through our internal training portal, Insight University, and courses and certification classes offered by our publishers to maintain the highest certifications to meet the various criteria for their areas of specialization. Insight continues to invest heavily in our IT systems to further enhance our already best-in-class software license management tools and develop even greater efficiency in the acquisition and management of licenses for our clients. We have provided as additional documentation, Insight’s Proof of Authorization for our presented software offerings. 8.2 Work to reduce costs to obtain publisher products? Insight Response: Insight will continue to work closely with the NASPO ValuePoint organization, States and Entities to continuously uncover opportunities to reduce both your hard costs and drive efficiencies to reduce your soft costs. Hard Costs  Reporting & Smart Tracker: Tracking purchases with detail down to individual participant levels allows the States to monitor overall software spend and prevent overbuying of licenses. It affords the States visibility allowing the re-harvesting of unused licenses from budget codes or departments that no longer need them, and reassigning them where they are required. Insight will facilitate the transfer of licenses where software publishers allow them, and where licenses cannot be transferred, we will highlight licenses that can be banked and reassigned within the same entity.  SmartTOOLS: Insight has developed a set of free and fee-based tools that provide robust software asset management for Microsoft specific requirements. For Microsoft Enterprise Agreements we offer full license entitlement reporting. All other publishers are covered under a separate statement of work. Cost savings realized through these tools includes product usage as well as procurement solutions which enhance all participants’ ability to re-harvest their licenses.  Economies of Scale/ Trend Analysis: Insight’s web solution and hierarchical reporting allows diverse participating States to take advantage of economies of scale. Insight will work with each State’s contract administrator to review trending and discuss license program changes that may enhance the State’s ability to aggregate purchasing. Insight will provide this examination through the Quarterly Business Reviews and req uested scheduled custom reporting.  Distributor Relationships: We have relationships with all of the major distributors such as Avnet, Ingram Micro, Synnex, Tech Data, and Carahsoft. The reason this is important Figure 4 Insight is authorized to resell over 18,000 software titles 4.H.f Packet Pg. 237 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 20 to NASPO ValuePoint is that it affords Insight the ability to negotiate the lowest cost due to our size and depth of relationships.  One off Purchasing: In the event a publisher offers a product or program opportunity that presents a cost saving to States or Entities outside of the agreed upon criteria in the contract, Insight will bring those opportunities to NASPO ValuePoint and the States/Entities and will participate in a one-off event. Soft Costs  eCommerce: Utilizing Insight’s web-based procurement solution provided to each participant streamlines the order management process and reduces administrative burdens and the resources needed for the entire PO to Invoice Process.  Workflow: Ips.insight.com has full workflow capabilities with approvals that can be set by each participant’s governance. By using Insight Workflow, we can help you quickly create a structured workflow solution that your administrators can easily amend as rules change with your organization. Automating internal processes by triggering approval by hierarchy, dollar value, approved items, wild card or any combination eliminates rogue purchasing and accelerates procurement cycles. This process saves time and resources.  Strategic Publisher Relationship Team: Insight has a VP-level team solely dedicated to supporting Insight’s publisher relationships. This management team is responsible for defining and executing on our software acquisition, management and relationship development with our software publisher partners. Each key publisher i s assigned one or more relationship owners and is backed by a team of technical and licensing resources who focus solely on that publisher’s programs and capabilities and support the various technical services that surround the publisher’s product set . The benefit to NASPO ValuePoint of these relationships is we can advocate on your behalf for programs and products specific to each State’s contract requirements. For example, we can advocate for the creation of an educational license program where the publisher did not have one in place but could benefit the client, based on their volume purchasing. 8.3 How does your Company respond to customer complaints and service issues? Insight Response: Insight’s ultimate goal is to provide all States and Entities with the highest level of customer satisfaction and maintain our long -term business partnership with both NASPO ValuePoint and all States and Entities that utilize the contract. To maintain this high level of customer satisfaction, Insight has implemented a client service initiative monitored by our Sales Operations Management Team and other internal operations departments to quickly correct any issues that may arise and ensure ongoing client satisfaction. Departments within Insight continuously measure critical client service factors. All issues are tracked and discussed during regularly scheduled meetings to minimize repeat occurrences. In every case, we will work to promptly resolve any issues th at may arise and then work on a long-term resolution only after the issue is resolved and the client is satisfied. Insight uses a wide range of quality methodologies and metrics that depend on the function, process, product, or service that was involved in the complaint. For account maintenance, ongoing support and account issue escalation, the first point of contact is the Insight Account Executive supporting the specific State or Entity, who provides oversight in tracking issues and ensuring the proper resolution is achieved in a timely manner. Significant Insight’s management philosophy is to empower the people that touch our clients on a daily basis to promptly fix problems and ensure ongoing customer satisfaction. 4.H.f Packet Pg. 238 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 21 issues are escalated to the appropriate Insight Management. Resolution plans with timetables and measurable improvement targets will be created for any significant issues. For issues involving specific publishers, we have publisher Partner Champions on-site to help escalate client issues and drive to resolution . The benefit to the States of these co-funded resources is that we provide the States with direct communication to the publisher to promptly solve any issues. As part of the quarterly business review, Insight will review with the LSCA and State/Entity any critical challenges or unresolved issues and discuss ways we can improve our performance to mitigate issues in the future. 8.4 What is your Company’s escalation process? Insight has read and complies with the requirements stated in section 3.5.2 of the Scope of Work. We will provide all of the required information as well as an escalation path to a senior management level. Below we have outlined the escalation process for review. Escalation Process & Problem Resolution: Insight’s escalation process incorporates personnel from all areas of our business. Should a participating State or Entity experience a lack of expected service, they are encouraged to contact their direct Insight AE, whose information will be listed on the State’s dedicated website, immediately so the proper resolution can be achieved in a timely manner. If your AE is not available, then any of the Insight Account Team members assigned to support the contract can be contacted. This team has the same access to resources needed for resolving any issues that may arise. They too, are committed to meet ing client needs. Additionally, our Partner Champions assist us with customer issue escalation and resolution, technical product knowledge, and vendor licensing program expertise, and more. The Insight AE or one of the Insight team members will escalate any concerns the client may have to the appropriate Insight manager for prompt problem resolution. Escalation Path: An escalation path has been established should the LSCA or any State or Entity experience a lack of expected service. The client is encouraged to contact their Insight AE so the proper resolution can be achieved in a timely manner. Issues that are not resolved in a suitable timeframe will be escalated to the appropriate Insight Management team and a resolution plan with timetables and measurable improvement targets will be created as needed. 9. Problem Resolution 9.1 Scenario 1: Describe at least one recent situation where your Company made a major error that resulted in dire consequences for a customer. Detail the error and what changes your Company has made to avoid repeating the error in the future. In this situation, the problem is not solved in time to take care of the customer, and the customer is likely lost. Insight Response: Insight recently worked with a client to provide a solution that consisted of hardware and software for delivery to U.S. locations as well as nineteen global sites. Our client’s need for the hardware and software solutions was critical to completion of a networking upgrade in the worldwide locations. There were issues with delivery to a few of the locations which required specialized customs declarations. In this case, it took an extended period of time to deliver the products to the client and as a result, our client’s network upgrade was delayed in those locations. NASPO VALUEPOINT Purchasing State Escalation Path Account Executive  Sales Market Leader  Vice President, General Manager, Public Sector Sales 4.H.f Packet Pg. 239 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 22 Mitigation Solution for the Future To avoid repeating these errors, Insight has engaged experts in global delivery and implemented a strict review process for all global hardware shipments. Due to these actions, we now provide accurate information to our clients to allow th em to meet deadlines. 9.2 Scenario 2: Describe at least one recent situation where your Company made a major error that had potential dire consequences for a customer. Detail the error and what was done to correct the situation. To what lengths did your Company go to take care of the customer? What changes (if any) did your Company make to avoid repeating the error in the future? In this situation, the problem is solved in time to take care of the customer, and the customer is likely not lost. Insight Response: Insight has a contract with a client that requires a custom catalog containing all of the client’s company standards. Minimum stocking levels are set by the client and Insight must have the inventory available for immediate configuration in our labs and shipment to the client. Insight is also responsible for coordinating between the client and manufacturer to ensure we provide advanced product discontinuation notification. As the catalog items are used for the client’s newly hired employees, the maintenance of this catalog and proper communication with the client on end-of-life product are critical to the success of the client’s onboarding of these employees. Due to staff changes at Insight, the catalog was not maintained properly; stocking levels fell below the levels needed and no stock was available. To mitigate the immediate impact to the client, Insight located product to fill the need, sent it to the client via next day air delivery, and engaged engineers to travel to the client sites for on-site imaging of the machines. This allowed the items to be available for the newly hired employees on their first day. Mitigation Solution for the Future To ensure this error is not repeated, Insight formed a team who owns catalog maintenance and communication for this client as well as others. This ensures that the loss of an employee or an absence has no impact on fulfillment of client requirements. 10. Product Return Process Describe the proposed product return process in the following situations: 10.1 Scenario 1: Product was ordered. The order was filled and shipped correctly. After the order was accepted, AP discovered it ordered the wrong product and wants to return the product. Insight Response: The return policy for software varies by the software manufacturer. On certain products, manufacturers have explicit return procedures and policies. Since Insight does not manufacture the product, we must adhere to certain procedures established by the respective manufacturer; however, Insight will always work on your behalf to obtain approval for returns whenever possible. 10.2 Scenario 2: Product was ordered. The order was filled and shipped. After the order was accepted, AP discovered the product delivered did not match the product that was ordered. AP would like to return the product. Insight Response: In the event that Insight made the error, we will remedy the error without question. Insight will assist in its replacement or grant you a credit against future purchases in an amount equal to the original purchase price and freight paid for the product. The client should contact Insight Client Services at 1.800.827.6100 or e-mail InsightClientServices@insight.com to initiate a return within 15 days of receipt of the product or for additional information. 4.H.f Packet Pg. 240 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response #ADSPO16-00005829 Attachment B: Methodology 23 Insight’s return policy and return material authorization (RMA) Request Form can be found on our website through the following link: Insight Return Policy. 11. SVAR Performance – Describe the process to be used to track and document the SVAR’s performance, to include “Cost Savings” achieved, under this Contract. See Section 3: Scope of Work, Items 3.5.3 and 3.5.4. Insight Response: Insight’s experience as a VAR has taught us that communication is the key for proper account maintenance, continuous improvements, and satisfied clients. As such, we propose utilizing the following tools to meet the requirements set forth in the Scope of Work. Regularly Scheduled Business Reviews: Insight will conduct Quarterly Business Reviews (“QBR”) with the State or Entity. The QBR offers a documented process for assessing the relationship. The QBR summarizes the past quarter’s purchases (sales volumes and figures), buying trends/ purchasing trends, accomplishments (sales savings) and initiatives. Insight is capable of and will provide this information by publisher and by entity, as needed. The documentation provided in the QBR provides proactive hard figure statistics about contract activity allowing the State or Entity the ability to understand where IT dollars are being spent. Part of Insight’s job as a VAR is to serve as an expert on software licensing programs, thus we will use the intelligence gathered through reporting combined with the information we gather from working with software publishers, to discuss potential cost savings opportunities that can be passed on to the State or Entity. Paired with the QBR, Insight will conduct Annual Business Reviews with the LSCA and the NASPO ValuePoint organization which will include a summary of annual purchases, usage, and buying trends, and where we will discuss possible revisions of the categorizations of publishers based on this information. On top of sales-specific areas, Insight will be prepared to discuss any service concerns, industry trends, and the overall effectiveness of the contract - providing advice where applicable. Quarterly and Annual Business Reviews are a forum where all parties involved can discuss, in detail, purchases and buying trends and develop future goals to enhance our partnership. In addition, scheduled business reviews include a discussion about your relationship with Insight, an opportunity to identify areas for improvement, and a chance to rate our performance. Customer Satisfaction Survey Program: Insight has the infrastructure and processes in place to meet the contract’s customer satisfaction survey requirement. Insight conducts client surveys monthly, sending the question set to approximately 6,000 clients on average. Our Business Intelligence organization then consolidates the data to identify trends, areas of strength, and areas of opportunity. In addition, the “comments” clients provide in a text box are reviewed by the appropriate business leaders to implement change to processes, where needed. The client surveys help us uncover areas where Insight has opportunities to improve our services, as well as areas where our processes and practices are effectively serving our clients. Insight has seen a tremendous improvement in our ability to deliver value to our clients as a result of this program. The formalization of the process and the ability to manage the interactions from a high level have reinforced the role that quality management plays at Insight. In addition, the specific results for each account have uncovered numerous opportunities for Insight to further strengthen our client relationships. 4.H.f Packet Pg. 241 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.f Packet Pg. 242 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Citrix Partner Authorization Letter Americas September 16, 2015 Insight Direct Inc. 6820 S Harl Ave Tempe, AZ 85283-4318 USA To Whom It May Concern, This letter is to confirm that Insight Direct Inc., Org ID 59227HQ, of Tempe, AZ is a Gold Level Citrix Solution Advisor and is authorized by Citrix to resell all Citrix Products and services offerings that are available for resell as well as associated maintenance from April 1, 2015 through March 31, 2016. Regards, Donna Buffett Director, Americas Inside Channel and Operations Citrix Systems, Inc. 4.H.f Packet Pg. 243 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Microsoft Corporation One Microsoft Way Redmond, WA 98052-6399 425.882.8080 11/6/2014 To Whom It May Concern: As of November 2014 Insight Enterprises, Inc. (Insight) holds the following MS authorizations:  LSP (Licensing Solutions Provider) - allowing Insight to offer the Microsoft Select volume licensing program to end customers  ESA (Enterprise Software Advisor) - allowing Insight to service and support Microsoft Enterprise Agreements  ADR (Authorized Device Reseller) - allowing Insight to offer Microsoft devices  AER (Authorized Education Reseller) - allowing Insight to offer Microsoft academic products to education customers  SPLA (Service Provider Licensing Agreement) - allowing Insight to offer Microsoft Hosted License Agreements  GSA Schedule Holder GS-35F-0009U In addition to reseller authorizations noted above, Insight is a Microsoft Gold Certified Partner. Microsoft Gold Certified Partners are the elite Microsoft Business Partners who earn the highest customer endorsement. Microsoft Gold Certified Partners have passed the highest level of requirements from Microsoft and have demonstrated the most robust, efficient and scalable implementations of Microsoft technologies in demonstrated enterprise customer deployments or an on-site Microsoft assessment. Insight is a Microsoft Gold Certified Partner with expertise in the following tracks:  Microsoft Gold Certified Partner for Collaboration and Content  Microsoft Gold Certified Partner for Communications  Microsoft Gold Certified Partner for Datacenter  Microsoft Gold Certified Partner for Identity and Access  Microsoft Gold Certified Partner for Messaging  Microsoft Gold Certified Partner for Midmarket Solution Provider  Microsoft Gold Certified Partner for Software Asset Management  Microsoft Gold Certified Partner for Volume Licensing  Microsoft Silver Certified Partner for Cloud Platform  Microsoft Silver Certified Partner for Cloud Productivity  Microsoft Silver Certified Partner for CRM  Microsoft Silver Certified Partner for Data Analytics  Microsoft Silver Certified Partner for Data Platform  Microsoft Silver Certified Partner for Devices and Deployment  Microsoft Silver Certified Partner for Small and Midmarket Cloud Solutions Regards, Tasha Lowell Microsoft Senior Partner Operations Manager Tasha Lowell 4.H.f Packet Pg. 244 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) September 10, 2015 To Whom It May Concern, Subject: Confirmation of Symantec Partner Program Membership Enrol lment This serves to confirm that Insight Direct USA, located at: 3480 Lotus Drive, Plano, TX 75075 is a current member of the Symantec Partner Program (SPP), and has been since 1/22/2002. Insight Direct USA has met the membership requirements of a Symantec Platinum tier partner, is in good standing, and holds the following Symantec Competency membership/s, recognizing their demonstrated proficiency in the below solution and delivery areas, and as published on the Partner Locator: Archiving – Expert Data Security – Expert Dynamic Storage and Continuity - Principal eDiscovery - Principal Endpoint Management - Principal Endpoint Security – Expert Enterprise Backup and Recovery – Expert Gateway Security – Expert Mid-Market Backup and Recovery – Expert Mobility – Expert Security Monitoring and Management– Expert Insight Direct USA has rights to advertise its status as a partner under the SPP, provided that any such rights and obligations are carried out in accordance with, including but not limited to, the SPP Agreement entered into between Symantec Corporation and Insight Direct USA and any additional, applicable policies or guidelines contained on the Symantec PartnerNet Porta l. Confirmation is as of today’s date, 9/10/2015. Thank you, John Emard Sr. Director, Global Channel Operations Symantec Corporation 4.H.f Packet Pg. 245 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) VMware, Inc. 3401 Hillview Ave., Palo Alto, CA 94304 USA (650) 427 5000 main (650) 427-5001 fax www.vmware.com September 15, 2015 PARTNER ID NO: 1101293 – Insight Public Sector  To whom it may concern, VMware, Inc., a Delaware corporation with its principal place of business at 3401 Hillview Ave., Palo Alto, CA 94304 USA (“VMware”), hereby confirms that as of the date of this letter, Insight Public Sector is an authorized Premier Corporate Reseller (“Partner”) of VMware. As such, this Partner is authorized to resell and market solutions using VMware products in the United States as per the terms and conditions of the existing agreement between the Partner and VMware. For VMware, Inc. Signature: Name: Maria Diaz Title: Sr. Contracts Administrator 4.H.f Packet Pg. 246 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Novell, Inc. · 1800 S Novell Place · Provo, UT 84606· Tel: 1.801.861.7000 · www.novell.com November, 19 2015 To Whom It May Concern, This letter is to verify that the following company is currently a member of the PartnerNet Program at the Gold level. Insight 6820 S Harl Ave Tempe AZ 85283-4318 You may also confirm this information on the Partner Locator at the following URL https://www.partnernetprogram.com/. If you have questions or need additional verification please contact the PartnerNet Help Desk at PartnerNet-Amermicas@novell.com or 800-828-3362. Regards, Lona Bullard PartnerNet Program Specialist lbullard@novell.com 801.861.2279 4.H.f Packet Pg. 247 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.fPacket Pg. 248Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Apple Inc US Contracts Operations 1 Infinite Loop, MS 318-6OPS Cupertino, CA 95014 contracts@apple.com August 27, 2015 BOZENA KOSTELIC INSIGHT DIRECT USA INC 6820 S HARL AVE TEMPE, AZ 85283 Contract ID: 197494 Re: Authorized Status of INSIGHT DIRECT USA INC Please accept this letter as verification that INSIGHT DIRECT USA INC is currently an Apple Authorized Government Reseller and as such, INSIGHT DIRECT USA INC is authorized to resell Apple Products to Government Customers. Unless terminated earlier, INSIGHT DIRECT USA INC's reseller authorization is valid through 04/30/2017. Should you have any questions regarding their authorization, please email the US Contracts Operations team at contracts@apple.com. Sincerely, US Contracts Operations Apple Inc. 4.H.f Packet Pg. 249 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 3175 Winchester Blvd Campbell, California 95008 United States Phone:+1 408 342 5400 12/11/2015 Insight 6820 S Harl Street Tempe, AZ 85283 Subject: NASPO ValuePoint Software Value-Added Reseller (VAR) Services RFP #ADSPO16- 00005829 To whom it may concern, This letter is to certify that Insight is an authorized reseller of Barracuda Networks hardware, software and related services to companies, entities, and education and state/local agencies in AZ. This letter is valid for the duration of the contract unless partnership is terminated. My contact information is as follows: 3175 Winchester Blvd Campbell, CA 95008 acannon@barracuda.com 703-743-9068 Should you have any questions, please do not hesitate to contact me. Sincerely, Andrea Cannon Director, Public Sector Channel Sales 4.H.f Packet Pg. 250 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.fPacket Pg. 251Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.f Packet Pg. 252 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Dell Marketing, L.P. One Dell Way Round Rock, Texas 78682 April 16, 2015 To whom it may concern: This letter is to confirm that Insight Public Sector is a Dell reseller in good standing and is authorized by Dell to sell the Quest software product line. If there are any concerns or questions, you many contact me. Regards, David F. White, Contracts Manager Dell Marketing, L.P. David_F_White@dell.com Round Rock, Texas 4.H.f Packet Pg. 253 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.f Packet Pg. 254 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.f Packet Pg. 255 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.f Packet Pg. 256 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Hewlett-Packard Company 501 Page Mill Road Palo Alto, CA 94304 USA hp.com September 17, 2015 Insight Direct USA Inc Insight Direct 6820 S HARL AVE City, State, ZIP To whom it may concern: Insight Direct USA Inc is an HP Authorized Partner in the US, which includes access to all commercial products – not requiring additional authorization and includes all Open products from an authorized HP US Commercial Distributor, for resale to end user customers in the USA. Insight Direct USA Inc holds the following additional authorizations: HP Enterprise Storage [PLS: 3Z, 4F, LJ, LK, and LM] HP Business Critical Servers [PLs: 1X, 23, TQ, and TR] HP Enterprise Networking [I6] HP Enterprise Storage XP PL: LN Superdome [PL 1X/12] HP Qualified Software [PLs 1W 33 4Y 6F 87 9N CM D9 FC FM TE TF U3] Arcsight Fortify Tipping Point Qualified Supplies Partner Program Insight Direct USA Inc has been an HP ServiceOne Enterprise Group (EG) and Printing & Personal Systems (PPS) Delivery Partner since 4/30/2003 HP ServiceOne EG and PPS Delivery Partners are authorized to deliver warranty and HP Care Pack Services on HP Personal Systems (such as HP Business PCs or HP Commercial Notebooks), HP Imaging & Printing products (such as HP LaserJet shared printers or HP DesignJet large format printing), Industry Standard Servers, HP Storage and Networking products, provided that the technicians performing the Services hold the appropriate service and/or solution qualifications. HP Point of Contacts for Partner Authorization verification are listed below: Rebeca Vargas: HPContractsComplianceSupport@hp.com / 1-888-629-6914 Jason Holgreen: HPContractsComplianceSupport@hp.com / 1-888-629-6914 Customers can also locate or confirm partners through the HP Partner Locator at http://www8.hp.com/us/en/store-finder/index.do Sincerely, Rebeca Vargas. Hewlett-Packard Company Americas Contracts and Profiling Operations Manager. 4.H.f Packet Pg. 257 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) International Business Machines Corporation 2929 North Central Avenue Phoenix, Arizona 85012 July 9th, 2015 Insight Enterprises, Inc Doing business as Insight Direct, Inc. Address 6820 South Harl Avenue Tempe, ARIZONA 85283 UNITED STATES Telephone number +1 480 9021000 Company website http://www.insight.com (opens in a new window) Company overview * Insight offers 20 years experience as a single source provider of IT hardware, software, and value-added services. Our experience in providing technology solutions includes • procurement, the most extensive product selection in the industry • deployment of new products • desk side support, • assessment • strategic planning, • enterprise consulting • hot swap program, • asset disposition • IBM product, service or specialty • Specialties and authorizations 4.H.f Packet Pg. 258 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) • Certifications • Industry • Business Partner type IBM product, service or specialty PureApplication System Authorized reseller IBM certified Analytics Cloud data services Authorized reseller Analytics Cognos Authorized reseller IBM certified Analytics DashDB Authorized reseller Analytics DB2 Authorized reseller IBM certified Analytics DB2/IMS z Tools Authorized reseller Analytics Document imaging & capture Authorized reseller Analytics Enterprise Content Management Authorized reseller Analytics Information Integration Authorized reseller IBM certified Analytics Informix/Solid Authorized reseller Analytics Internet of Things Authorized reseller IBM certified Analytics Master Data Management Authorized reseller Analytics Optim IBM certified Analytics Performance management Authorized reseller IBM certified Analytics Predictive & business intelligence Authorized reseller Analytics PureData Authorized reseller IBM certified Analytics Smarter Cities Operations Authorized reseller Cloud Other Authorized reseller IBM certified Commerce B2B & commerce Authorized reseller IBM certified Commerce B2B Integration Authorized reseller IBM certified Commerce ExperienceOne Authorized reseller IBM certified Security Applications & data Authorized reseller Security Intelligence Authorized reseller Security People Authorized reseller Security Services Authorized reseller Services Systems services Authorized reseller Social SmartCloud Authorized reseller 4.H.f Packet Pg. 259 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) IBM product, service or specialty IBM certified Social Social collaboration Authorized reseller IBM certified Social Social mail Authorized reseller IBM certified Systems Hardware Power System i/p Authorized reseller Systems Hardware Storage Authorized reseller IBM Specialty Business Partner IBM certified Systems Middleware Application integration middleware Authorized reseller Systems Middleware Cloud & Smarter infrastructure Authorized reseller IBM certified Systems Middleware Digital experience Authorized reseller IBM certified Systems Middleware Enterprise Authorized reseller Systems Middleware Foundation Authorized reseller Systems Middleware Product lifecycle management IBM certified Systems Middleware Pure Authorized reseller Systems Middleware Rational Authorized reseller Systems Middleware Smarter Process Authorized reseller Back to top Specialties and authorizations System Storage Specialty Back to top Certifications Cloud Security Systems Tivoli Automation Tivoli Enterprise Asset Management Tivoli Storage Management IBM Certified Solution Architect - Cloud Computing Infrastructure V1 2 Cloud and Smarter Infrastructure Tivoli Automation IBM Certified Deployment Professional - Tivoli Netcool/Impact V6.1 1 Cloud and Smarter Infrastructure Tivoli Enterprise Asset Management IBM Maximo Enterprise Asset Management Sales Professional v4 1 4.H.f Packet Pg. 260 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Certifications Cloud and Smarter Infrastructure Tivoli Storage Management Cloud and Smarter Infrastructure Storage Sales Professional v5 2 Commerce WebSphere Commerce IBM Commerce Solutions Selling/Order Mgmt Sales Professional v1 1 Commerce WebSphere Commerce IBM Commerce Solutions Supply Chain Mgmt Technical Professional v1 1 Connectivity B2B Integration IBM B2B Integration Technical Professional v1 1 Connectivity B2B Integration IBM Managed File Transfer Sales Professional v2 1 Enterprise Content Management IBM Filenet OmniFind Technical Sales Professional v1 1 Enterprise Content Management IBM Filenet IM Heritage CM IBM Certified Solution Designer -- DB2 Content Manager V8.3 1 Enterprise Marketing Management Enterprise Mktg Mgmt IBM Enterprise Marketing Management Solution Sales Professional v1 1 Enterprise Marketing Management Enterprise Mktg Mgmt IBM Tealeaf Technical Mastery Professional v1 1 IBM Business Analytics IBM Cognos IBM InfoSphere IM Data Management IBM Certified Administrator - Cognos 8/10 BI 1 IBM Business Analytics IBM SPSS Enterprise IBM SPSS Collaboration and Deployment Services Technical Support Professional v1 1 IBM Business Analytics IBM SPSS Enterprise IBM SPSS Statistics IBM Certified Specialist - SPSS Statistics Level 1 v2 1 IBM Business Analytics IBM SPSS Enterprise IBM SPSS Statistics IBM SPSS Predictive Analytics Solution Sales Professional v1 1 IBM Collaboration Solutions IBM Cognos IBM Filenet Lotus Portal Lotus Social SW & Unified Comm IBM Social Business Solution Sales Professional v1 1 IBM Collaboration Solutions Lotus Messaging and Collab IBM Certified System Administrator - Lotus Notes and Domino 8.5 1 IBM Collaboration Solutions Lotus Social SW & Unified Comm IBM Certified Associate - Social Software and Unified Communications 2 IBM Collaboration Solutions SmartCloud for Social Business ICS SmartCloud for Social Business Sales Professional v1 2 Info Mgmt Expert Integrated Systems IBM Information Management Solution Sales Professional v4 1 4.H.f Packet Pg. 261 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Certifications IBM InfoSphere IBM Optim IM Data Management Info Mgmt IBM InfoSphere IBM Initiate Master Data Service Support Professional v1 1 Power Systems IBM Certified Technical Sales Specialist - Power Systems with POWER8 Scale-out V1 1 Rational Rational Authorized IBM Certified Deployment Professional -- Rational Portfolio Manager 3 Rational Rational Authorized IBM Rational IT Solution Sales Professional v2 1 Security Systems Security Systems IBM Certified Associate - Tivoli Identity Manager V5.1 1 Security Systems Security Systems IBM Certified Deployment Professional - Security Network Intrusion Prevention System V4.3 1 Security Systems Security Systems IBM Certified Deployment Professional - Security SiteProtector System V2.0 SP 8.1 2 Security Systems Security Systems IBM Tivoli Internet Security Systems Sales Mastery Test v2 1 System Storage Storage IBM Certified Specialist - Enterprise Storage Technical Support V3 1 System Storage Storage IBM Certified Specialist - High Volume Storage Fundamentals V3 1 System Storage Storage IBM Certified Specialist - Midrange Storage Sales V1 2 System Storage Storage IBM Certified Specialist - Midrange Storage Technical Support V3 1 System Storage Storage IBM Certified Specialist - Storwize V7000 Technical Solutions V2 2 WebSphere Enterprise Mktg Mgmt Rational Authorized Security Systems Tivoli Automation WebSphere Core IBM MobileFirst Sales Professional v1 1 WebSphere Expert Integrated Systems IBM Filenet WebSphere Business Process Mgt WebSphere Core IBM WebSphere Solution Sales Professional v5 1 4.H.f Packet Pg. 262 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Certifications WebSphere Expert Integrated Systems WebSphere Core IBM Certified Developer - WebSphere Application Server Developer Tools V8.5 with Liberty Profile 1 WebSphere Expert Integrated Systems WebSphere Core IBM Certified System Administrator - WebSphere Application Server Network Deployment V8.0 2 WebSphere WebSphere Business Process Mgt WebSphere Core IBM Certified SOA Solution Designer [2007] 1 Back to top Industry Aerospace & Defense Automotive Banking Chemicals & Petroleum Consumer Products Education Electronics Energy & Utilities Financial Markets Government, Central/Federal Healthcare Industrial Products Insurance Life Sciences Media & Entertainment Retail Telecommunications Travel & Transportation Back to top Business Partner type Managed Service Provider (MSP) - Any Managed Service Provider Reseller/VAR Back to top * These items have been self-proclaimed by the Business Partner. IBM has not verified the information and IBM is not responsible for the accuracy of the information. 4.H.f Packet Pg. 263 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) RSA Security LLC. 174 Middlesex Turnpike Bedford, MA 01730 Tel 781 515 5000 http://www.emc.com/rsa Date: Oct.22.2015 Greetings: INSIGHT is a Platinum Partner in the RSA SecurWorld™ Program. RSA SecurID is available for open distribution. Even if INSIGHT has a relationship with an RSA Authorized Distributor, INSIGHT will still be able to purchase and resell SecurID-related products from any RSA Authorized Distributor. Additionally, INSIGHT is authorized to purchase and resell the following RSA product lines: Authentication Manager/SecurID, Access Manager, Adaptive Directory, Federated Identity Manager, Certificate Manager, Data Protection Manager, Identity Management and Governance, IPV (Adaptive Authentication, Cybercrime Intelligence, Fraud Action), Web Threat Detection, Security Analytics, Registration Manager, Key Recovery Manager, Validation Manager, Archer, DLP and ECAT. All related RSA products and services are governed by the RSA Shrink-Wrap License Agreement. Please accept this as a fully executable authorization letter. Best Regards, RSA SecurWorld Team 4.H.f Packet Pg. 264 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Sophos Inc 3 Van de Graaff Drive, 2nd Floor Burlington, MA 01803 USA Tel 781 494 5800 Toll Free 888-767-4679 Fax 781 494 5802 November 11, 2015 Greetings: This letter confirms that Insight Enterprises Inc. is currently authorized by Sophos, Inc. as a partner to purchase Sophos products and services through Sophos authorized distributors, for resale to the agencies, including institutions of higher education. All related Sophos products and services are governed Sophos End User License agreement License Agreement. Please accept this as a fully executable Letter of Agency for your purposes. Respectfully submitted, Sara Cloutier Program Manager, NA Channel 4.H.f Packet Pg. 265 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.f Packet Pg. 266 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) September 10, 2015 To Whom It May Concern, Subject: Confirmation of Symantec Partner Program Membership Enrol lment This serves to confirm that Insight Direct USA, located at: 3480 Lotus Drive, Plano, TX 75075 is a current member of the Symantec Partner Program (SPP), and has been since 1/22/2002. Insight Direct USA has met the membership requirements of a Symantec Platinum tier partner, is in good standing, and holds the following Symantec Competency membership/s, recognizing their demonstrated proficiency in the below solution and delivery areas, and as published on the Partner Locator: Archiving – Expert Data Security – Expert Dynamic Storage and Continuity - Principal eDiscovery - Principal Endpoint Management - Principal Endpoint Security – Expert Enterprise Backup and Recovery – Expert Gateway Security – Expert Mid-Market Backup and Recovery – Expert Mobility – Expert Security Monitoring and Management– Expert Insight Direct USA has rights to advertise its status as a partner under the SPP, provided that any such rights and obligations are carried out in accordance with, including but not limited to, the SPP Agreement entered into between Symantec Corporation and Insight Direct USA and any additional, applicable policies or guidelines contained on the Symantec PartnerNet Porta l. Confirmation is as of today’s date, 9/10/2015. Thank you, John Emard Sr. Director, Global Channel Operations Symantec Corporation 4.H.f Packet Pg. 267 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Websense International Technology Limited 3rd Floor, Minerva House Simmonscourt Road Ballsbridge, Dublin 4 Ireland Tel +353 (1) 536 0000 www.websense.com Sincerely, _________________________________ Lisa Burns Websense International Technology Limited Private limited liability company registered in Ireland Registered Office: Arthur Cox Building, Earlsfort Terrace, Dublin 2, Ireland. Registered No: 489564 Directors: Lisa Burns, Marlene Connolly, Declan J. Drislane, Michael A. Newman (US), Gerard Cleary Date: 16th April 2015 To Whom It May Concern Tender No. : Subject: Websense Authorised Partner This letter will serve to confirm that Insight Direct, Inc is currently a Websense International Technology Ltd (“Websense”) reseller in United States with Platinum DMR level of partnership and such may resell our products, and subject to achieved certification and applicable training may install and provide training and maintenance for our products. We authorize Insight Direct, Inc. to quote for our products in the above-mentioned tender on our behalf in accordance with Websense’s standard International Reseller Terms and Conditions available at www.websense.com/legal. Our full support is extended to Insight Direct, Inc. to resell, install and provide training and maintenance for our products to End Users in accordance with our current standard Subscription Agreement available at www.websense.com/legal 4.H.f Packet Pg. 268 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Vendors A B C D E F G H I J K L M N O P Q R S T U V W X Y Z # VENDOR BOUTIQUES Back to Top HP Intel Lenovo Microsoft V7 A Back to Top AAXA-PROJECTORS (15) ABBYY USA SOFTWARE HOUSE INC (72) ABBYY USA SOFTWARE HOUSE INC - LIC (2) ABSOLUTE LICENSE (520) ABSOLUTE SOFTWARE CORP (LA) (10) ACCELL (244) ACCESS HARDWARE SUPPLY (647) ACECAD (32) ACER - SERVERS (14) ACER - TABLETS (41) ACER ACCESSORY (3) ACER AMERICA - DESKTOPS (92) ACER AMERICA - DISPLAYS (87) ACER AMERICA - NOTEBOOKS (113) ACER AMERICA - OPTIONS (119)ACER AMERICA - PROJECTORS (25) ACER WARRANTIES & SERVICES (64) ACER- CHROME PRODUCTS (29) ACER- THIN CLIENTS (6) ACRONIS - ACCESS (130) ACRONIS - CONSUMER (6) ACRONIS - PHYSICAL (604) ACRONIS - RENEWALS (261) ACRONIS - VIRTUAL (178) ACRONIS CLOUD (71) ACT! BY SWIFTPAGE (49) ACTELIS NETWORK INC (1) ACTIONTEC (45) ACTIVATIONDESK (130) ACTIVEPDF (56) ACTON (4) ADAPTEC - EMERGING PRODUCTS & ACC (13) ADAPTEC - RAID (47) ADDON (8724) ADDONICS (210) ADESSO (169) ADOBE (26) ADOBE ACADEMIC TLP (18) ADOBE CLP COMM ENTERPRISE LISC (566) ADOBE CLP COMMERICAL (2351) ADOBE COMMERCIAL TLP (255) ADOBE GOVT TLP (32) ADOBE TLP (OPEN) (1) ADOBE VIP COMMERCIAL LICS (2428) ADONIT (12) ADTRAN - BLUESOCKET (200) ADTRAN - NETVANTA IPT (7) ADTRAN - NETVANTA UC (88) ADTRAN - PHONES (24) ADTRAN ACCESSORIES F (116) ADTRAN ACES E (760) ADTRAN CABLES G (36) ADTRAN GENERAL HARDWARE A, ACN (419) ADTRAN GENERAL HARDWARE REFURB (27) ADTRAN MV (55) ADTRAN NETVANTA INTERNETWORKING B,K (219) ADTRAN PROCLOUD (150) ADTRAN REFURB OTHER (21) ADVANING (65) ADVENTURE LABS (7) AEROHIVE (756) AEROHIVE NETWORKS INC DELL (394) AIC (23) ALERATEC (50) ALEVA NATURALS (21) ALLIED - NET.COVER (174) ALLIED TELESIS BOX (551) ALURATEK INC (101) AMAZON KINDLE (1) AMBIR TECHNOLOGY (33) AMC (3259) AMC OPTICS (437) AMD (159) AMER.COM (43) AMERICAN BATTERY (32) AMERICAN POWER (LA) (6) AMPED WIRELESS (91) AMPLIVOX SOUND SYSTEMS (135) AMSTRON (13) AMZER (336) ANONABOX (4) ANOVA CULINARY (1) ANTEC (145) ANTHRO (425) ANYWHERE CART (5) AOC (39) AOPEN - SOLUTIONS (126) APANI NETWORKS (16) APC - IMSOURCING (11) APC LA SP (7) APG (245) APG - CONTAINER/SP (13) APP-ACCESSORY CORP RUNTASTIC (15) APPDYNAMICS INC (377) APPLE - APPLECARE SERVICES (1) APPLE - EOL SYSTEMS (5) APPLE - SYSTEMS (28) APPLE CTO SYSTEMS (1) APPLE CTO SYSTEMS - STOCK (20) APPLE IPADS (55) APPLE IPODS AND APPLE TV (31) APPLE MINI IPADS (43) APPLE OPTIONS (51) APPLE WATCH (58) APPLE WIRELESS ACCESSORIES (83) APPLECARE WARRANTY (13) APPOSITE (85) APPROVED MEMORY CORP. (520) APPSENSE - LICENSING (370) APPSENSE - SERVICES (31) APPSENSE - TRAINING (8) APRICORN MASS STORAGE (63) AQUATIC SAFETY CONCEPTS (1) ARCSERVE (2528) ARCSERVE - APPLIANCES (138) ARCSERVE - MSP (60) ARISTA NETWORKS HARDWARE (121) ARISTA NETWORKS STOCKING (12) ARISTA NETWORKS SUPPORT (1) ARKON (39) ARMORACTIVE (1) ARMORACTIVE DIRECTSHIP (44) ARRAY NETWORKS (286) ARRIS SOLUTIONS (2) ARUBA - CARE (8438) ARUBA - CENTRAL (3) ARUBA - INSTANT (85) ARUBA - LICENSING/SOFTWARE (352) Page 1 of 16Vendors 12/16/2015http://us-new.ingrammicro.com/_layouts/CommerceServer/IM/AllVendors.aspx 4.H.f Packet Pg. 269 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) ARUBA - NON INSTANT (323) ARUBA - RENEWALS (225) ASANTE (4) ASTRO GAMING (2) ASUS - CHROMEBOOK (10) ASUS - CHROMEBOX (2) ASUS - COMPONENTS (80) ASUS - DISPLAY (73) ASUS - GAMING NOTEBOOK (6) ASUS - MOTHERBOARDS (198) ASUS - NOTEBOOK ACCESSORIES (63) ASUS - NOTEBOOKS (57) ASUS - SYSTEMS (105) ASUS - TABLETS (71) ASUS - VGA ATI (16) ASUS - VGA NVIDIA (35) ASUSTOR (9) AT&T (57) ATDEC (129) ATEN TECHNOLOGIES (481) ATLANTIC-PERSONAL & PORTABLE (69) ATLANTIS COMPUTING (350) ATO (5) ATTACHMATE (2) ATTACHMATE - GSA (21) ATTACHMATE - VPA (992) ATTO TECHNOLOGY (106) AUDIO TECHNICA -PRO SOUND (150) AUDIO VIDEO FURNITURE (256) AUDIOVOX-SATELLITE RADIO (3) AUGUST HOME (4) AUTODESK E-TAIL VIRTUAL (2) AUTODESK RETAIL BOX (6) AUTODESK RETAIL VIRTUAL (187) AUTODESK VAR COMMERCIAL (1) AUTODESK VCP COMMERCIAL ACE (680) AUTODESK VCP COMMERCIAL NON ACE (15) AUTODESK VCP GOVERNMENT (85) AUTOMATIC LABS (2) AUTOTASK (1) AVAYA - IMSOURCING (13) AVER INFORMATION (73) AVERMEDIA (34) AVG - CLOUD CARE (16) AVG BOX (11) AVG GOV (1513) AVG LICENSE (1711) AVG OEM (3) AVG TECHNOLOGIES CANADA (14) AVG-ED (2904) AVOCENT - CYCLADES (87) AVOCENT - PROAV (84) AVOCENT - PROAV MAINTENANCE (26) AVOCENT - SECURE PRODUCTS (91) AVOCENT AND CYCLADES SERVICES (217) AVOCENT DIGITAL PRODUCTS (109) AVOCENT HUNTSVILLE CORP. (125) AVOCENT SOFTWARE & MAINTENANCE (256) AVOGY (2) AVTEQ (100) AVUE (35) AXIOM (3517) AXIS COMMUNICATION INC (679) AXIS ELICENSING (208) AXTON TECHNOLOGIES (67) AZDEN-PRO SOUND (11) AZEND GROUP CORP (21) B Back to Top B+B SMARTWORX (IMC NETWORKS) (698) BABY (21) BARCO (590) BATTERY TECHNOLOGY (901) BEATS BY DRE - APPLE (67) BELKIN (288) BELKIN - CABLES (1234) BELKIN - KVM (67) BELKIN - WEMO (4) BELKIN MOBILE (241) BELKIN-LINKSYS REFURB (8) BELLO - HOME AV (11) BELLO - HOME THEATER FURNITURE (1) BEM WIRELESS (1) BENQ (202) BENQ PROAV (3) BIC-HOME AUDIO/VIDEO (24) BIRKSUN (9) BITDEFENDER (706) BIXOLON (262) BIXOLON AMERICA (2) BLACK BOX CARTS (176) BLACK BOX CORPORATION (2995) BLACKBERRY (41) BLACKBERRY 12 VAS (96) BLACKBERRY ACCESSORIES (13) BLACKBERRY GOVERNMENT SALES (32) BLACKBERRY GOVT 12 VAS (96) BLISSLIGHTS (7) BLITZCAST NETWORK INC (3) BLU-BRIGHTPOINT (4) BLUEANT WIRELESS (12) BLUEBIRD - PIDION LA (2) BMC - FOOTPRINTS (282) BMC SOFTWARE (1) BMC-NUMARA LICENSING (12) BODYGUARDZ (7) BOSCH SECURITY AL (44) BOSCH SECURITY AUDIO (131) BOSCH SECURITY VIDEO (1072) BOSE - HOME AV (1) BOSE MOBILE - EW2 (2) BOSS AUDIO-CAR AUDIO/VIDEO (279) BOYTONE (15) BRACKETRON (61) BRAIN CENTER AMERICA (2) BRAINBOXES (153) BRANDED LOGISTICS (1) BRAWN CONSULTING (9) BRETFORD MANUFACTURING (217) BRICKCOM (242) BRIGHT COMPUTING (160) BRIGHTPOINT NA (2) BRIGHTSIGN (32) BROTHER INTERNATIONAL (97) BROTHER INTL (PRINTERS) (124) BROTHER INTL (SUPPLIES) (439) BROTHER MOBILE - MEDIA (51) BROTHER MOBILE SOLUTIONS (7) BROTHER MOBILE SOLUTIONS - MEDIA (21) BROTHER MOBILE SOLUTIONS - TD2000 (23) BROTHER MOBILE SOLUTIONS HEALTHCARE (5) BROTHER MPRINT HARDWARE (3) BROTHER PJ6 HARDWARE (57) BROTHER RJ4 HARDWARE (17) BROTHER WARRANTY AND PRINTER MOUNTS (9) BRUNTON (1) BUFFALO AMERICAS - CONSUMER NAS (21) BUFFALO AMERICAS - DAS (44) BUFFALO AMERICAS - NETWORKING (40) BUFFALO AMERICAS INC (142) BUSLINK MEDIA (187) C Back to Top C2G (1871) C2G - AUDIO UNLIMITED (1) C2G - AV LINE (496) C2G - BULK (60) C2G - DIGITAL SIGNAGE (82) Page 2 of 16Vendors 12/16/2015http://us-new.ingrammicro.com/_layouts/CommerceServer/IM/AllVendors.aspx 4.H.f Packet Pg. 270 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) C2G - KVM & NETWORKING (1353) C2G CUSTOM (107) C2G TRANSCEIVERS (99) CA - CLOUD (249) CA - ERWIN (1143) CA - NIMSOFT MONITOR (8) CAD AUDIO (44) CALERO SOFTWARE (177) CALRAD (267) CANARY COMMUNICATIONS (22) CANON (34) CANON - ACCESSORIES (40) CANON COMPUTER (SUPPLIES) (110) CANON COMPUTER SYS. INC. (70) CANON LASER - CONSUMABLES (95) CANON USA - PRINTERS (1) CANON USA - SCANNERS (74) CANON WARRANTIES (112) CANON-PHOTO VIDEO (77) CAPSA - RUBBERMAID HEALTHCARE (72) CASE LOGIC-PERSONAL & PORTABLE (269) CASEDGE INTL (3) CASIO ECR-COMPUTER (10) CASIO-COMPUTER (50) CASIO-TELEVISIONS & PROJECTORS (3) CBT SUPPLY (10) CCX CORPORATION (36) CENOIRE (13) CHAMBERLAIN (70) CHANNEL SOURCES (205) CHANNEL SOURCES - BUSINESS LOGIC CO (2) CHECK POINT SOFTWARE (118) CHECK POINT-CAT SS (288) CHECK POINT-SMALL APPLIANCE (82) CHECKPOINT (37) CHELSIO COMMUNICATIONS (28) CHERRY (119) CHERRY GOVERNMENT (12) CHERRY HEALTHCARE (24) CHIEF (5513) CHIP PC (45) CHIP PC DIRECTSHIP (73) CISCO HW TANDBERG VIDEO (205) CISCO HW VIDEO (184) CISCO - ASR9K (32) CISCO - AT&T MSIP (8) CISCO - CCW LEARNING CREDITS (7) CISCO - CCW MULTI YEAR (14904) CISCO - CDW ONLY MULTIYEAR SMARTNET (86) CISCO - CISCO CCW SERVICES (21325) CISCO - EDELIVERY (974) CISCO - EDELIVERY BORDERLESS NTWRKS (1601) CISCO - EDELIVERY DATA CENTER (160) CISCO - FUSIONSTORM (4) CISCO - HW APP NETWRK SERVICES (64) CISCO - HW CABLES AND TRANSCEIVERS (609) CISCO - HW DATA CENTER SWITCHING (83) CISCO - HW DIRECT SHIP (117) CISCO - HW EMC (1) CISCO - HW EMC EDI (8) CISCO - HW GATEWAYS AND ACCESS SVRS (12) CISCO - HW GDT (10) CISCO - HW GDT BUNDLES (2) CISCO - HW HIGH END ROUTERS (366) CISCO - HW NETWORK MGMT/IOS (81) CISCO - HW NEXUS (808) CISCO - HW OPTICAL NETWORKING (247) CISCO - HW PHYSICAL SEC (SYPIXX) (163) CISCO - HW RELICENSING (5) CISCO - HW ROUTERS - HR (29) CISCO - HW ROUTERS L/M (1519) CISCO - HW SECURITY (1392) CISCO - HW SERVICE EXCHANGE (7) CISCO - HW STORAGE (141) CISCO - HW SWITCHES CHS (590) CISCO - HW SWITCHES DT (749) CISCO - HW TAA (60) CISCO - HW UNIFIED COMM (2036) CISCO - HW UNIFIED COMM RESTRICTED (134) CISCO - HW VIDEO CONTENT DELIVERY (49) CISCO - HW VOICE REFURB (1632) CISCO - HW WIRELESS (661) CISCO - HW WIRELESS REFURB (51) CISCO - IMSOURCING (101) CISCO - IMSOURCING DS (464) CISCO - INTERNATIONAL SMARTNET (25) CISCO - IRONPORT SERVICE (29) CISCO - IRONPORT SUBSCRIPTION (1557) CISCO - IRONPORT TAKEOVER (34) CISCO - MERAKI (319) CISCO - PROAV (10) CISCO - SMALL BUSINESS PRO (10) CISCO - SMART CARE (16) CISCO - SOURCEFIRE (702) CISCO - SV ISV1 (182) CISCO - SV - SMART CARE (91) CISCO - SV - SMART CARE TAKE OVER (107) CISCO - SV DIRECT SHIP (9993) CISCO - SV EMC SERVICES (7) CISCO - SV PACKAGE SERVICES (230) CISCO - SV PROMO (673) CISCO - SV SMS-3 (230) CISCO - TAKEOVER ENTERPRISE SKUS (17220) CISCO - TAKEOVER SMS DOLLAR BASED (340) CISCO - UCS (1431) CISCO - UCS BTO (106) CISCO - UNIFIED COMM DS (8) CISCO CCW SERVICES (8) CISCO DIGITAL MEDIA (72) CISCO HW-ENERGYWISE (57) CISCO SERVICES - CPS (52) CISCO SMALL BUSINESS 2 (152) CISCO SMALL BUSINESS 3 (43) CISCO SMARTNET PSS SHARED SUPPORT (39) CISCO SVCS TANDBERG (55) CISCO WEBEX SAAS (2) CISCO- EMC CON SERVICES (4) CISCO- INGRAM CPO DS (150) CISCO-HP (207) CISCO-HP INTL (158) CISCO-SCANSAFE CCW (145) CISCO-SCANSAFE RENEWAL (2) CITRIX - ACCESS GATEWAY (5472) CITRIX - CALC (15) CITRIX - CLOUDSTACK (14) CITRIX - CSP (192) CITRIX - ESSENTIALS XENSERVER (329) CITRIX - KAVIZA (129) CITRIX - MISC (1007) CITRIX - NETSCALER (61165) CITRIX - TRAINING (106) CITRIX - WORKSPACE SUITE (802) Page 3 of 16Vendors 12/16/2015http://us-new.ingrammicro.com/_layouts/CommerceServer/IM/AllVendors.aspx 4.H.f Packet Pg. 271 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) CITRIX - XENAPP FUNDAMENTALS (19) CITRIX - XENMOBILE (77) CITRIX COURSEWARE BOOKS (8) CITRIX SAAS (708) CITRIX WANSCALER (5433) CITRIX XENAPP (410) CITRIX XENDESKTOP (1214) CLARITY-TELECOM (46) CLEARONE (193) CLOUD PHYSICS (34) CLOUDBLUE ITAD SVCE (1) CMS PRODUCTS (44) COBRA (50) COCOON INNOVATIONS (55) COGNITIVE (46) COGNITIVE- MEDIA AND ACCESSORIES (81) COLEMAN-OUTDOOR (24) COM TRADE LIC SUPPORT (244) COMNET (647) COMODO SECURITY SOLUTIONS (1) COMODO SECURITY SOLUTIONS DS (13) COMPREHENSIVE CABLE (1011) COMPULOCKS (265) COMPUTER SECURITY PRODUCT (36) COMQUIP COMMUNICATIONS (36) COMTRADE 3-YEAR SUPPORT (85) COMTRADE USA (92) COMTREND (24) COMTROL CORP. (163) CONAIR HOSPITALITY (19) CONAIR-B STOCK (89) CONAIR-CUISINART (24) CONAIR-PERSONAL CARE (141) CONAIR-TRAVEL SMART (70) CONAIR-WARING PRO (5) CONDUSIV TECHNOLOGIES (282) CONDUSIV TECHNOLOGIES LICENSING (270) CONFIG 1 (3) CONFIG 6 (196) CONFIG KIT (1) CONNECTPRO (45) CONNECTWISE (4) CONTEX - SPARE PARTS (3) CONTEX A/S (14) CONVERGENCE (22) COOLER MASTER USA (118) COREL (61) COREL - ACADEMIC PRODUCT (10) COREL - GOVT (106) COREL LICENSING ACADEMIC (251) COREL LICENSING COMMERCIAL (786) CORSAIR VALUE SELECT (578) CORSAIR XMS (63) CORTADO (28) CP TECHNOLOGIES (1540) CRADLEPOINT (44) CRADLEPOINT - ARC (80) CRADLEPOINT - WARRANTIES (78) CRU (668) CTL CORP (22) CTL DIRECT SHIP (24) CTT (LA) (1) CURTIS INTL. (11) CYBER ACOUSTICS (109) CYBER POWER SYSTEMS DS (11) CYBERDATA (86) CYBERLINK DIRECT SHIP (40) CYBERLINK USA (CSDC) (17) CYBERNET (394) CYBERPOWER SYSTEMS USA (412) CYGNETT (86) D Back to Top D-LINK BUSINESS PRODUCTS SOLUTIONS (320) D-LINK SERVICE & MAINTENANCE (178) D-LINK SYSTEMS INC (149) DA-LITE (1091) DANE ELEC-MEMORY/BLANK MEDIA (35) DANNY P (4) DASCOM (81) DATA LOCKER (30) DATACOMM-CUSTOM INSTALL (39) DATACORE (247) DATACORE SERVICES (15) DATAGRAVITY INC (16) DATALOGIC (2) DATALOGIC ADC - CLASS 1 (104) DATALOGIC ADC - CLASS 10 (45) DATALOGIC ADC - CLASS 12 (336) DATALOGIC ADC - CLASS 2 (45) DATALOGIC ADC - CLASS 4 (8) DATALOGIC ADC - CLASS 5 (54) DATALOGIC ADC - CLASS 6 (10) DATALOGIC ADC - CLASS 7 (28) DATALOGIC ADC - CLASS 8 (23) DATALOGIC ADC - CLASS 9 (77) DATALOGIC ADC - INACTIVE (33) DATALOGIC ADC - NOCP (340) DATALOGIC ADC -CLASS 11 (28) DATAMATION (9) DATAMAX - E CLASS PRINTERS (75) DATAMAX - LA E-CLASS (1) DATAMAX - LA I-CLASS (1) DATAMAX - M/I/H/W/MP CLASS (357) DATAMAX - S-CLASS (14) DATAMAX LA - TPPP (1) DATAMAX MEDIA (53) DATAMAX-EXT REWINDERS AND MCL SW (4) DATAMAX-LA SUPPLIES (1) DATAMAX-LA WARRANTY (1) DATAMAX-PORTABLE PRINT AND ACCESS (169) DATAMAX-SPARE PARTS AND SERVICES (160) DATARAM (635) DATASTOR (10559) DBL (2) DECODED (2) DELL - AVOCENT (7) DELL - AVOCENT WARRANTY (8) DELL - FEDERAL (72) DELL - IMSOURCING (284) DELL - IMSOURCING DS (1214) DELL - INGRAM CPO DS (112) DELL CHROMEBOOKS (8) DELL CHROMEBOX (1) DELL COMPELLENT (58) DELL CTO (30) DELL ESG CTO (16) DELL FEDERAL (12) DELL KACE (4) DELL LATITUDE (387) DELL MONITORS (61) DELL OPTIPLEX (391) DELL PERIPHERALS (272) DELL PRECISION (259) DELL PRINTER ACCESSORIES (317) DELL PRINTERS (43) DELL PROJECTORS (29) DELL SERVERS (466) DELL SOFTWARE (876) DELL SOFTWARE - RENEWAL (989) DELL TABLETS (22) DELL THIN CLIENT HARDWARE (35) DELL VOSTRO (49) DELL WARRANTIES (313) DELL- NETWORKING (164) DELL- SOFTWARE CTO (17) DELL- STORAGE (25) DIALOGIC (US) INC (1148) DIALOGIC (US) INCBOX (276) DIALOGIC - BUNDLED PRODUCT (2) DIAMOND MULTIMEDIA (17) DIGI INTERNATIONAL (259) Page 4 of 16Vendors 12/16/2015http://us-new.ingrammicro.com/_layouts/CommerceServer/IM/AllVendors.aspx 4.H.f Packet Pg. 272 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) DIGITAL INN-AV CARE & MEDIA STORAGE (4) DISTINOW (540) DISTINOW - SVA (64) DOCKETPORT.COM (27) DOD TECH (1) DOTWORKZ (44) DOUBLE ROBOTICS (3) DOUBLESIGHT DISPLAYS (56) DOUBLESIGHT DISPLAYS DIRECTSHIP (6) DPI/GPX-PERSONAL & PORTABLE (53) DRAPER (243) DRAPER - DS (444) DREAMBABY (26) DROBO (108) DUVOICE (36) DYMO (237) DYMO CORPORATION (64) DYNASCAN (11) E Back to Top E-NABLER (17) EATON (3329) EATON - DIRECT SHIP (1032) ECHOSTAR - SLING MEDIA (1) ECO STYLE (26) ECOMASTER TECHNOLOGY (90) EDGE TECH (182) EDGE TECH CORPORATION (1226) EECOLOR (1) EIZO INC (94) EIZO INC. (8) EIZO PHYSICAL SECURITY (5) ELECTRIC-SPIN (2) ELEMENT CASE (71) ELEXA - IBLINKS (6) ELEXA - LEVELMOUNT (42) ELGATO SYSTEMS (14) ELITE SCREENS (378) ELITE SCREENS DIRECTSHIP (597) ELLI AND NOOLI (4) ELO (95) ELO - ALL-IN-ONE ELITE (89) ELO - ALL-IN-ONE SYSTEMS (49) ELO - PRO AV (36) ELO - PRO AV ELITE (1) ELO - TOUCHSCREENS (76) ELO TOUCHSCREENS (LA) (1) ELO WARRANTIES & SERVICES (14) ELO- ACCESSORIES (166) ELUNEVISION (53) ELUNEVISION DS (33) EMBARCADERO LICENSING (793) EMBARCADERO LICENSING ACADEMIC (67) EMC - INGRAM CPO DS (109) ENABLE - IT (20) ENERGIZER (2) ENERGIZER-BATTERIES (146) ENET (642) ENET - COPPER CABLES (287) ENET - DIRECT ATTACH CABLES (96) ENET - FIBER CABLES (255) ENET - MEDIA CONVERTORS (1) ENET - MEMORY (402) ENET - TRANSCEIVERS (1421) ENGENIUS (145) ENGENIUS TECH VAR (18) ENMOTUS INC (20) ENSCONCE DATA TECHNOLOGY -DIRECT SHI (1) EP MEMORY (189) EPADLINK (8) EPIPHAN SYSTEMS (58) EPSON (22) EPSON (SS-MET) (508) EPSON - ACCESSORIES (555) EPSON - DOT MATRIX (9) EPSON - EXTENDED SERVICE PLAN (36) EPSON - INK JETS (31) EPSON - PHOTO IMAGING (36) EPSON - PHOTO PRINTERS (1) EPSON - PROJECTOR ACC & HOME ENT (142) EPSON - PROJECTORS (63) EPSON PRO AV (54) EQUINOX PAYMENTS (30) EREPLACEMENT (269) ERGOGUYS (370) ERGOTECH (190) ERGOTRON (244) ERGOTRON HEALTHCARE (218) ERGOTRON SERVICES (48) ESET - DESLOCK (936) ESET - INITIAL (3973) ESET - RENEWALS (1141) ESET - SUPPORT (29) ESHIELDS - ISHIELDS (18) ETYMOTIC RESEARCH (17) EVGA (164) EVGA - LATIN AMERICA (5) EVOLIS (17) EVUTEC (69) EXACQ ILLUSTRA (1) EXACQ TECHNOLOGIES (1) EXCEPTIONAL 3D INC (9) EXTRAHOP NETWORKS (219) EYE-FI - MEMORY (1) EZ DUPE-COMPUTER (40) EZNEX INC (1) F Back to Top F5 - BIG (215) F5 - EVAL (1) F5 RENEWALS (392) FABRIQUE (47) FELLOWES (417) FIBERLINK (68) FILEMAKER (13) FILEMAKER INC. ACADEMIC (5) FILEMAKER INC. ED VLA (278) FILEMAKER INC. VLA (268) FIN ROBOTICS (6) FIREEYE - CONSULTING/SERVICES (9) FIREEYE - HARDWARE (267) FIREEYE - MANDIANT (374) FIREEYE - RENEWALS (4226) FIREEYE - SUB&SUPPORT (6594) FITBUG (1) FLUIDMESH (80) FLUKE NETWORKS (720) FLUKE NETWORKS - AIRMAGNET (182) FLUKE NETWORKS CORE (311) FLUKE NETWORKS CORE SERVICES (289) FLUKE NETWORKS HW- RSERVICES (23) FLUKE NETWORKS VISUAL (694) FLUKE NETWORKS VISUAL - SERVICES (300) FORESCOUT TECHNOLOGIES (18) FORTINET (82) FORTINET - UCC (19) FORTINET ACCESSORIES (37) FORTINET BUNDLE RENEWAL & SERVICES (2757) FORTINET FEDERAL FORTIGUARD SERVICE (7) FORTINET FEDERAL MID & HIGH END APP (35) FORTINET FEDERAL RENEWAL & SERVICES (151) FORTINET FEDERAL SME PRODUCTS (39) FORTINET MID & HIGH END APPLIANCES (560) FORTINET NFR (5) FORTINET SME PRODUCTS (455) FORTINET TRAINING & PRO SERVICES (15) FORTINET UCC SERVICES (33) FOXIT SOFTWARE (29) FRAMEWORKS SYSTEMS ENGINEERING (10) Page 5 of 16Vendors 12/16/2015http://us-new.ingrammicro.com/_layouts/CommerceServer/IM/AllVendors.aspx 4.H.f Packet Pg. 273 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) FRONTIER SECURE (16) FUJIFILM - DIGITAL (45) FUJIFILM - FILM (69) FUJITSU COMPUTER PRODUCTS (2147) FUJITSU CONSUMABLES (112) FUJITSU IMAGING (SCANNERS) (43) FUJITSU SOFTWARE (24) G Back to Top GAMEVICE (3) GEAR HEAD-COMPUTER (214) GEFEN (310) GEIST (1455) GENETEC LICENSING (31) GENETEC NETWORK SECURITY (2) GENEVA (7) GENOVATION (9) GETWIRELESS (14) GIANT INTERNATIONAL (32) GIGABYTE (217) GIZMAC ACCESSORIES (28) GLOBAL MARKETING PARTNERS (605) GLOBAL MARKETING PARTNERS - IMCE (52) GLOBALSCAPE INC (2004) GN NETCOM (333) GN NETCOM MOBILE (46) GODIRECT (90) GOOGLE CHROME FOR EDU (2) GOOGLE CHROME FOR WORK (25) GOOGLE CHROMEBOX FOR MEETINGS (25) GORILLADIGITAL (20) GOSCAN (8) GRAF & LANTZ CASES (24) GRANDTEC USA (22) GREEN ONIONS SUPPLY (227) GREENAIR (6) GUILLEMOT-VIDEO GAME (62) GUMDROP CASES (38) GUMDROP CASES - DS (153) GUNNAR OPTIKS (38) H Back to Top HAMILTON BEACH - SMALL APPLIANCES (1) HAUCK (11) HAUPPAUGE (25) HAVIS (16) HAWKING (51) HEALTH SECURITY SOLUTIONS (12) HECKLER DESIGN (1) HELVETICA BRAND AMERICA - SWIZA (2) HEWLETT PACKARD - WORKSTATION OPTNS (1) HEXIS CYBER SOLUTIONS (39) HGST - ACTIVE ARCHIVE (2) HGST - BRANDED (23) HGST - EMBEDDED (58) HGST - ENTERPRISE (213) HGST - FULFILLMENT (3) HGST - IMSOURCING (40) HGST - IMSOURCING DS (53) HGST - MOBILE (30) HGST - SERVER (46) HGST - SINGLE (197) HGST - SSD (629) HGST - VIRIDENT (150) HGST ELASTIC STORAGE (25) HID GLOBAL - FARGO ELECTRONICS (5556) HIGHPOINT TECHNOLOGIES (72) HIPERWALL (4) HITACHI PROJECTORS (111) HITACHI PROJECTORS PROAV (51) HONEYWELL LATIN AMERICA (1) HONEYWELL MOBILITY (416) HONEYWELL PRINTERS (6) HONEYWELL SCANNING (491) HONEYWELL SERVICES (770) HONEYWELL SOFTWARE (15) HONEYWELL SOTI (44) HONEYWELL SUPPLY CHAIN PRODUCTS (695) HOSA-PRO SOUND (247) HP - IMSOURCING (499) HP INC LA - CAREPACKS PSG (3) HP INC LA - DC POS (2) HP INC LA - PSG COMM NOTEBOOKS (1) HP INC. - CHROMEBOOKS (35) HP INC. - CONSUMER ENTRY (13) HP INC. - CONSUMER MONITOR (8) HP INC. - CONSUMER PRODUCTS (28) HP INC. - CTO (2163) HP INC. - DESK JETS (30) HP INC. - DIGITAL SIGNAGE (42) HP INC. - DIRECT CONNECT (1) HP INC. - INK SAP (651) HP INC. - INTL (SAP) (1) HP INC. - IPG CAREPACKS (1266) HP INC. - IPG MFP (72) HP INC. - LASER ACCESSORIES (190) HP INC. - LASER JET TONERS (389) HP INC. - LASER JETS (114) HP INC. - MEDIA SAP (7) HP INC. - NSB COMPLEX SPECIAL (856) HP INC. - NSB DESKTOPS (969) HP INC. - NSB DISPLAYS (64) HP INC. - NSB MOBILE WKS (224) HP INC. - NSB NOTEBOOKS (1238) HP INC. - NSB OPTIONS (607) HP INC. - NSB THINCLIENTS (118) HP INC. - NSB WORKSTATIONS (358) HP INC. - OFFICEJET PRO/ENT X (25) HP INC. - PLOTTERS (104) HP INC. - POS -AMO (1) HP INC. - POS -OEM (6) HP INC. - POS -SMART BUY PERI (46) HP INC. - POS- CTO BDL (59) HP INC. - POS- NON SMARTBUY (31) HP INC. - POS- SMARTBUY (42) HP INC. - POS- SVS WRNTY (5) HP INC. - PPS LICENSING (46) HP INC. - PROBOOK B (1) HP INC. - PSG CAREPACKS (722) HP INC. - SB DESKTOP DISPLAYS (73) HP INC. - SB DESKTOP OPTIONS (67) HP INC. - SB DESKTOPS (260) HP INC. - SB MOBILE WKS (53) HP INC. - SB MOBILITY (75) HP INC. - SB NOTEBOOK OPTIONS (123) HP INC. - SB NOTEBOOKS (437) HP INC. - SB THINCLIENTS (65) HP INC. - SB WORKSTATION DISPLAYS (22) HP INC. - SCANNERS (37) Page 6 of 16Vendors 12/16/2015http://us-new.ingrammicro.com/_layouts/CommerceServer/IM/AllVendors.aspx 4.H.f Packet Pg. 274 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) HP INC. - SB WORKSTATION OPTIONS (84) HP INC. - SB WORKSTATIONS (126) HP INC. - SERVICES (SAP) (7) HP INC. - SMARTBUY PSG (5) HP- IMSOURCING DS (1654) HP- INGRAM CPO DS (270) HPE - ARCSIGHT (2) HPE - ARUBA (4) HPE - BCS (18) HPE - BLADE OPTIONS (229) HPE - BLADE SERVERS (36) HPE - BUSINESS CLASS STORAGE (680) HPE - CAREPACKS (9632) HPE - DAYONE CYCLICAL BILLING (1) HPE - ESOFTWARE (506) HPE - IP TELEPHONY (23) HPE - MEDIA 7A (81) HPE - NETWORKING OTHER (109) HPE - PROLIANT SERVERS (81) HPE - SERVER OPTIONS (1923) HPE - SERVER SMART BUY (147) HPE - SERVICE RENEWALS (1) HPE - SERVICES CONTRACTS (3) HPE - SWITCHING (760) HPE - TIPPINGPOINT (10) HPE - TOP OF RACK (146) HPE - VISTA (55) HPE - WLAN (79) HPE LA - CAREPACKS ISS CAC (33) HPE LA - CAREPACKS ISS PR (31) HPE LA - CAREPACKS NETWORKING CAC (244) HPE LA - CAREPACKS NETWORKING PR (244) HPE LA - CAREPACKS STORAGE CAC (58) HPE LA - CAREPACKS STORAGE PR (33) HYPERSIGN (43) I Back to Top I/O MAGIC CORP (65) I3INTERNATIONAL (187) IBM - BRANDED VMWARE (2) IBM - CTO AND CUSTOM SKUS (1) IBM - ENTERPRISE STORAGE (1) IBM - IMSOURCING (98) IBM - INGRAM CPO DS (16) IBM - MID RANGE STORAGE (41) IBM - POWER SYSTEM (27) IBM - PURE SYSTEMS SERVICES (24) IBM - SCE - COMPUTE (23) IBM - SERVICE ELITE PAYMENTS (28) IBM - SERVICEELITE CONTRACTS (449) IBM EDGE (3) IBM EDUCATION (3) IBM GARS-CLOUD BLUE (4) IBM ISS (92) IBM LABOR CONTRACTS (24) IBM LABOR PSS (1) IBM MANAGED SECURITY SERVICES (132) IBM PCDPS (3) IBM PURE FLEX SYSTEMS CTO & CUSTOM (13) IBM SOFTWARE - SAAS ENTRY (3) IBM SOFTWARE - SAAS PARTIAL BILLING (3) IBM SOFTWARE LEV (2) IBM SPSS ENTERPRISE (1) IBM- ENTRY LEVEL STORAGE (126) IBM- IMSOURCING DS (560) ID TECH (145) IDEAL IND-CUSTOM INSTALL (66) IDEAUSA (82) IGEL AMERICA SERVICES (77) IM CHOICE ADVANTAGE - GOVED (2) IM CHOICE ADVANTAGE - TECH SUPPORT (2) IM ENGRAVING (2) IM LINK US (4) IM MOBILITY TEST SUB 2 (2) IMAGE MECHANICS (2) IMATION CORPORATION - COMMERCIAL (11) IMATION CORPORATION - CONSUMER (4) IMATION IRONKEY (170) IMCE SERVICES (10) IMPULSE POINT DIRECTSHIP (622) IMSOURCING (181) IMSOURCING - DS (2857) IMSOURCING - NSP (94) IMSOURCING - SAMSUNG (25) IMVIO (9) INCIPIO (438) INFOCUS (345) INFOCUS PROAV (10) INFOLOCK TECHNOLOGIES (36) INFORMA SOFTWARE (2) INFORMA SOFTWARE DIRECT SHIP (22) INFORTREND (610) INFRAGISTICS (312) INFRASCALE INC DIRECT SHIP (145) INGENICO (92) INGRAM - CPO SYSTEMS DS (138) INGRAM CPO DELL (129) INGRAM CPO HP (273) INGRAM CPO IBM (28) INGRAM CPO LENOVO (11) INGRAM CPO POLYCOM (24) INGRAM CPO - OPTIONS DS (26) INGRAM CPO CISCO (140) INGRAM CPO OPTIONS (30) INGRAM CPO SEAGATE (15) INGRAM CPO SYSTEMS (108) INGRAM MICRO CONTENT CREATION SERVI (1) INGRAM MICRO GLOBAL TRAINING (107) INGRAM MICRO SERVICES, LLC (1) INGRAM MICRO TRAINING - CISCO (22) INGRAM MICRO TRAINING - JUNIPER (13) INGRAM MICRO TRAINING - MICROSOFT (27) INGRAM MICRO TRAINING - OTHER (36) INGRAM MICRO TRAINING - VMWARE (62) INGRAM MICRO TRAINING HP (95) INNODESIGN INC. (13) INNOVATION FIRST / RACK SOLUTIONS (374) INTEL (79) INTEL - DESKTOP TRAY CPU (109) INTEL - ESG (136) INTEL - IMSOURCING (53) INTEL - IMSOURCING DS (466) INTEL - MOTHERBOARDS (12) INTEL - NETWORKING (97) INTEL - SERVER CPU (76) INTEL - SERVER CPU -TRAY (180) INTEL - SPARES/ACCESSORIES (202) INTEL - SSD (124) INTEL COMPUTE STICK (3) INTEL NETWORKING - QLOGIC/INFINIBAN (177) INTEL RAID (61) INTERMEC ACCESSORIES (248) Page 7 of 16Vendors 12/16/2015http://us-new.ingrammicro.com/_layouts/CommerceServer/IM/AllVendors.aspx 4.H.f Packet Pg. 275 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) INTEL NUC MOTHERBOARDS (35) INTERMEC DESKTOP PRINTERS (96) INTERMEC GSA (73) INTERMEC INDUSTRIAL PRINTERS (203) INTERMEC LA - MEDIA (1) INTERMEC MEDIA (350) INTERMEC MOBILE PRINTERS (108) INTERMEC MOBILITY (545) INTERMEC NETWORKING (2) INTERMEC PRODUCT LINKS (148) INTERMEC RFID (81) INTERMEC SCANNING (136) INTERMEC SERVICES (757) INTERMEC SOFTWARE (20) INTERMEDIA (12) INTERMEDIA PBX TAX (19) INTUIT (23) INTUIT ACADEMIC (9) IOGEAR (388) ION-PRO SOUND (48) IOSAFE (84) IOSAFE DIRECT SHIP (42) IPCONFIGURE (5) IRIS (36) ISONAS (68) ISTARUSA (380) ITSENCLOSURES DIRECTSHIP (46) IVIDEON GROUP (1) IVINA (7) J Back to Top JAEGA SOFTWARE (4) JARDEN (4) JATON (32) JAWBONE (19) JC TECHNOLOGIES (14) JELCO (110) JNL-BOUNTY HUNTER (16) JNL-NIGHT OWL OPTICS (7) JUNIPER - CONFIGURATIONS (868) JUNIPER - IMSOURCING DS (1) JUNIPER - TRAPEZE (41) JUNIPER 500/5000 (213) JUNIPER ACCESS CONTROL (18) JUNIPER APAC SUPPORT (38) JUNIPER CONTENT SUBS AND FUNK SBR (678) JUNIPER CTP (29) JUNIPER EMEA SUPPORT (3606) JUNIPER ENTERPRISE ROUTING (333) JUNIPER EX SERIES SWITCHING (386) JUNIPER FIREWALL VPN (160) JUNIPER H/E SW, SRX, BRANCH SRX LIC (302) JUNIPER IDP (54) JUNIPER NETWORKING (21) JUNIPER NEW SUPPORT (3354) JUNIPER PRO SERVICES (59) JUNIPER RENEWALS (1714) JUNIPER SECURE ACCESS LICENSING (362) JUNIPER SECURE ACCESS PRODUCT (8) JUNIPER SPI (21) JUNIPER WLAN LICENSES (55) JUNIPER WX HARDWARE (1) JUNIPER-IMSOURCING (9) JVC-CAMERAS (6) JVC-HEADPHONES (123) K Back to Top KANGURU (135) KANGURU DIRECT SHIP (166) KASPERSKY - BOX (8) KASPERSKY - CONSUMER LICENSING (175) KASPERSKY - LIC/MAINT (5710) KASPERSKY - MSP (84) KASPERSKY - TRAINING/CONSULTING (15) KAZAM (6) KB COVERS (48) KEF AMERICA-HOME A/V (1) KEMP - DS (458) KEMP TECHNOLOGIES (27) KENSINGTON TECHNOLOGY - MOBILE (119) KENSINGTON TECHNOLOGY - PROAV (16) KENSINGTON TECHNOLOGY - SECURITY (105) KENSINGTON TECHNOLOGY GROUP (213) KEYTRONIC (76) KID LID (6) KIDCO (22) KIDS (13) KINGSTON (12) KINGSTON - VALUE RAM (433) KINGSTON DIGITAL MEDIA LA (2) KINGSTON MOBILE (67) KINGSTON PROPETARY (LA) (9) KINGSTON SSD (103) KINGSTON TECHNOLOGY DT & NOTEBOOKS (140) KINGSTON TECHNOLOGY FLASH (227) KINGSTON TECHNOLOGY SERVER (164) KINGSTON VALUE RAM (LA) (27) KINIVO (8) KLIPSCH (3) KODAK - EMA SERVICES (69) KODAK MA SERVICES (398) KODAK SCANNERS (214) KODAK SERVICES (114) KOFAX (213) KONFTEL (36) KONICA MINOLTA - SUPPLIES (141) KONICA MINOLTA PRINTING (19) KOSS-HEADPHONES (95) KT&C (181) KURIO (2) L Back to Top LACIE (4) LACIE - PROFESSIONAL (12) LANCOPE INC (198) LANCOPE INC. - MAINT AND SUPPORT 3Y (144) LANCOPE INC. - SRVC AND TRAINING (20) LANCOPE INC.- MAINT AND SUPPORT (187) LANDESK - SHAVLIK PRODUCTS (20) LANDESK GSA (DELL) (2) LANDESK SOFTWARE (1061) LANTRONIX (132) LANTRONIX DEVICE NETWORKING (56) LANTRONIX SERVICES (101) LAVU, INC. (10) LEAP MOTION (3) LENOVO - DESKTOP OPTIONS (156) LENOVO - DESKTOPS (95) LENOVO - INGRAM CPO DS (5) LENOVO - MONITORS (34) LENOVO - PRO AV (7) LENOVO - THINKPADS (293) Page 8 of 16Vendors 12/16/2015http://us-new.ingrammicro.com/_layouts/CommerceServer/IM/AllVendors.aspx 4.H.f Packet Pg. 276 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) LENOVO - SERVER OPTIONS (495) LENOVO - THINKPAD OPTIONS (318) LENOVO - THINKSERVER CORPORATE (23) LENOVO - THINKSERVER TS (197) LENOVO - X86 BLADES (26) LENOVO - X86 BRANDED VMWARE (692) LENOVO - X86 EXPRESS 1&2 SOCKET (51) LENOVO - X86 MS SOFTWARE (39) LENOVO - X86 POST WARRANTY SUPPORT (941) LENOVO - X86 PURE SYSTEMS (338) LENOVO - X86 PURE SYSTEMS SERVICES (132) LENOVO - X86 REMOTE TECH SUPPORT (74) LENOVO - X86 SERVER 1&2 SOCKET (198) LENOVO - X86 SERVER OPTIONS (2616) LENOVO - X86 SERVERS (111) LENOVO - X86 SERVICE ELITE PAYMENTS (9) LENOVO - X86 SERVICE PAQS (13) LENOVO - X86 SERVICEELITE CONTRACTS (120) LENOVO - X86 SERVICES (1343) LENOVO - X86 XSERIES STORAGE (290) LENOVO CUSTOM TP AND DT (4037) LENOVO IDEACENTRE (11) LENOVO IDEAPAD (8) LENOVO RETAIL OPTIONS (27) LENOVO SERVICES (970) LENOVO STORAGE CORPORATE (9) LENOVO STORAGE SERVICES (131) LENOVO STORAGE TOPSELLER (32) LENOVO THINKSERV SERVICES (863) LENOVO THINKSTATIONS (13) LENOVO TOPSELLER DT (415) LENOVO TOPSELLER THINKSTATION (88) LENOVO TOPSELLER TP (974) LENOVO- SOFTWARE (1051) LENSEC (122) LEXIBOOKS (9) LEXMARK - BPD SUPPLIES (634) LEXMARK - SERVICES (865) LEXMARK PARTS (364) LEXMARK PRINTERS (1171) LEXMARK SUPPLIES (257) LEXMARK TAP SUPPLIES (3) LG - EW2 (6) LG - NETWORK ATTACHED STORAGE (29) LG COMMERCIAL PRODUCTS (108) LG DIGITAL/AUDIO/VIDEO (7) LG ELECTRONICS (42) LG HOSPITALITY (41) LG WARRANTIES (596) LIEBERT - CUSTOM SKU/NON- EDI (15) LIEBERT - EP1 (147) LIEBERT - EP1 WARR/SERV (169) LIEBERT - LES PRODUCTS (396) LIEBERT - SOFTWARE (8) LIEBERT - SP1 (59) LIEBERT - SP1 WARR/SERV (30) LIFENSOUL (22) LIFEPROOF (48) LIMINEX INC. - GOGUARDIAN (1) LIMITLESS INNOVATIONS, INC. (8) LINKSYS (161) LOGIC CONTROLS (131) LOGIC CONTROLS (LA) (1) LOGITECH (LA) (1) LOGITECH - COMPUTER ACCESSORIES (210) LOOKOUT (29) LOREX- OBSERVATION/SECURITY (39) LULU SOFTWARE (3) LUMENS INTEGRATION, INC. (16) M Back to Top M & A TECHNOLOGY (1) M&S ACCESSORY NETWORK (40) MACALLY PERIPHERALS (141) MAD CATZ-VIDEO GAME (169) MAGLITE (56) MAGTEK (9) MAGTEK - MSR READERS (28) MAGTEK I (1) MAGTEK NR (74) MAKERBOT (14) MAKERBOT ACC (156) MAN&WOOD (8) MARINER SOFTWARE (14) MAX CASES (55) MAX CASES DS (8) MAXELL - BATTERIES (15) MAXELL-HEADPHONES (129) MAXUS GROUP (2) MCAFEE - MSP (34) MCAFEE - MSP HARDWARE (1) MCAFEE ENDPOINT SECURITY CORP (92) MCAFEE ENDPOINT SECURITY GHE (90) MCAFEE ENDPOINT SECURITY GSA (31) MCAFEE NETWORK SECURITY CORP (633) MCAFEE NETWORK SECURITY GHE (637) MCAFEE NETWORK SECURITY GSA (213) MCAFEE NETWORK SECURITY SECURE CORP (21) MCAFEE NETWORK SECURITY SECURE GHE (21) MCAFEE NETWORK SECURITY SECURE GSA (7) MCAFEE PREMIUM SUPPORT AND SERVICES (35) MCAFEE RETAIL BOXED PRODUCT (12) MCAFEE SECURITY MGMT CORP (16) MCAFEE SECURITY MGMT GHE (17) MCAFEE SECURITY MGMT GSA (5) MCKLEIN COMPUTER CASES (38) MECAM LLC (1) MEDIPLAY (7) MELISSA & DOUG (39) MELLANOX - INGRAM CPO DS (112) MELLANOX SW (1741) MELLANOX TECHNOLOGIES (451) MERAKI - LEGACY (316) MERU - ACCESSORIES (41) MERU - ENTERPRISE (3) MERU - ENTERPRISE BRANCH (41) MERU - OUTDOOR ACCESS POINTS (1) MERU - PRODUCT (221) MERU - SOFTWARE (50) MERU - SUPPORT (706) MERU PROMO (39) METAL WARE - NESCO (58) METRA-CAR AUDIO/VIDEO (2) METROPOLITAN VACUUM CLEANER CO (19) MICRO FOCUS (PREVIOUSLY NETMANAGE) (262) MICRON (44) MICRON CONSUMER PRODUCTS GROUP (578) Page 9 of 16Vendors 12/16/2015http://us-new.ingrammicro.com/_layouts/CommerceServer/IM/AllVendors.aspx 4.H.f Packet Pg. 277 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) MICRONET (96) MICROSEMI FTD (37) MICROSEMI POE SYSTEMS (40) MICROSOFT (54) MICROSOFT - OPEN VALUE OFFICE365 E (303) MICROSOFT - OPEN VALUE OFFICE365 M (8) MICROSOFT CAMPUS AGREEMENT (3850) MICROSOFT HARDWARE (87) MICROSOFT LICENSING GE (353) MICROSOFT MENTOR MEDIA (36) MICROSOFT OFFICE PKC (3) MICROSOFT OPEN ACADEMIC (375) MICROSOFT OPEN BUSINESS 500+POINTS (344) MICROSOFT OPEN CHARITY (51) MICROSOFT OPEN GOVERNMENT (329) MICROSOFT OPEN VALUE 250 ANNUITY (742) MICROSOFT OPEN VALUE 250 FULL PAY (515) MICROSOFT OVS-ES PROGRAM ACAD (159) MICROSOFT SCHOOL AGREEMENT (464) MICROSOFT WWF (254) MICROSOFT- CSP (57) MICROSOFT- ESD (15) MICROSOFT- ISV ROYALTY (629) MICROSOFT- OPEN OFFICE365 E (112) MICROSOFT- OPEN OFFICE365 M (1) MICROSOFT- SPLA LICENSING (416) MIDLAND-2 WAY RADIOS (61) MILESTONE SYSTEMS (171) MILESTONE-SANUS (2) MIMIO (33) MIMIO DIRECTSHIP (30) MIMO MONITORS (20) MIO PHYSICAL (1) MIRACLE BUSINESS (79) MISFIT WEARABLES (32) MITAC-MAGELLAN (15) MIZCO-HEADPHONES (40) MMF (179) MOBILE EDGE (132) MOBOTIX (679) MOFF, INC. (3) MONBABY (3) MOONLIGHT SLUMBER (10) MOTA (156) MOTIVAIR (284) MOTOROLA (47) MS LA HARDWARE (14) MS OPEN AZURE (8) MS OV AZURE (12) MS OV LVL D FULL PAY OPTION (456) MS- OV LVL D ANNUITY OPTION (650) MS- OV2.0 ANNUITY OPTION (873) MS- OV2.0 FULL PAY OPTION (572) MS-OPEN VALUE SUBSCRIPTION (844) MSE (105) MSI COMPUTER (135) MSI COMPUTER - NOTEBOOKS (115) MULTI-TECH SYSTEMS (114) MULTI-TECH WARRANTIES (428) MW PRODUCTS - MOUNTS (17) MX LOGIC (424) N Back to Top NADY-PRO SOUND (139) NAMSUNG-DUAL-CAR A/V (16) NANONATION (71) NANOTECH ENTERTAINMENT (2) NAVORI INC (49) NCH SOFTWARE (16) NCR - SUPPLIES (13) NCR PRINTERS (7) NCR REALPOS-CLOSED (44) NCR REALPOS-OPEN (88) NCR SSCO KIOSK & SOFTWARE -CLOSED (4) NCS TECHNOLOGIES, INC. (21) NEC DISPLAY SOLUTION - LARGE FORMAT (218) NEC DISPLAYS (94) NEC PROJECTORS (124) NEC PROJECTORS PROAV (97) NEC WARRANTIES AND SERVICES (557) NERO SOFTWARE (14) NEST LABS (1) NETAPP US FOR PR (4) NETGEAR - BASIC CBU (76) NETGEAR BUSINESS CLASS (176) NETGEAR CONSUMER (142) NETGEAR SERVICES (123) NETIQ - INFRASTRUCTURE MGMT (140) NETIQ - SECURITY MANAGEMENT (3) NETIQ-FEDERAL (4) NETPATIBLES (748) NETPATIBLES DS (2901) NETSCOUT RENEWALS (30) NETSCOUT TRAINING/SERVICES (3) NEW POTATO TECHNOLOGIES (2) NEXGEN STORAGE (28) NEXGEN STORAGE - SUPPORT (21) NEXSAN (2) NICELABEL (70) NIGHT OWL (73) NIGHT OWL - OBSERVATION & SECURITY (4) NIXEUS TECHNOLOGY (9) NORAZZA-AV CARE & MEDIA STORAGE (115) NOVELL (605) NOVELL - ALA/SLA (352) NOVELL - MAINT RENEWAL STANDARD (278) NOVELL - MEDIA (29) NOVELL - MLA (55) NOVELL - NSPP (OEM) (181) NOVELL - SERVICES (104) NOVELL - VLA LICENSING (654) NOVELL-NS LIC EDU (228) NOVELL-NS LIC NPG (225) NOVELL-RP MAINT EDU (358) NOVELL-RP MAINT NPG (414) NOVELL-RS MAINT EDU (265) NOVELL-RS MAINT NPG (276) NOVELL-VLA LIC EDU (621) NOVELL-VLA LIC NPG (567) NSP - IMSOURCING DS (1) NUANCE - ACADEMIC LICENSING (56) NUANCE - CORP LICENSING (99) NUANCE - DRAGON MEDICAL BOX (16) NUANCE - DRAGON MEDICAL LICENSING (26) NUANCE - GOVT LICESNING (20) NUANCE - TRAINING (2) NUANCE DOCUMENT IMAGING - BOX (19) NUANCE DOCUMENT IMAGING - LICS (160) NUANCE DRAGON (66) NUANCE DRAGON MEDICAL POWERMIC (5) NUMARK INDUSTRIES - ALESIS (5) NUMARK-PRO SOUND (30) NUTANIX (24821) NUTONE-CUSTOM INSTALL (40) NVIDIA (33) NXG - SPEAKERS (1) NXG SPEAKERS & ACCESSORIES (2) NXG-MOBILE ACCESSORIES (19) NXG-MOUNTS&FURNITURE (1) Page 10 of 16Vendors 12/16/2015http://us-new.ingrammicro.com/_layouts/CommerceServer/IM/AllVendors.aspx 4.H.f Packet Pg. 278 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) O Back to Top OBIHAI TECHNOLOGY (23) ODYSSEY TOYS (16) OFF-GRID SOLUTIONS (5) OGIO - CASES (2) OKIDATA - ACCESSORIES (123) OKIDATA - DOT MATRIX (81) OKIDATA - PRINTERS (112) OKIDATA DOT MATRIX ACCESSORIES (32) OKIDATA SERVICES (748) OKIDATA SUPPLIES (328) OKLAHOMA SOUND CORP (9) OKLAHOMA SOUND CORP - DS (53) OLLOCLIP (17) OLYMPUS (10) OMNITRON SYSTEMS (1338) ONKYO-HOME AUDIO/VIDEO (4) ONSTAR (1) OPEN TEXT, INC (499) OPENGEAR (158) OPLINK (16) OPTOMA (154) OPTOMA AUDIO (30) OPTOMA PROAV (30) ORION AMERICA-TELEVISIONS (17) OTTER/LIFEPROOF FOR APPLE (2) OTTERBOX (149) OTTERBOX B2B - 10002972 (66) OVERLAND - V3 (85) OVERLAND STORAGE (964) OZOBOT (5) P Back to Top PALO ALTO AUDIO DESIGN (8) PANASAS (4) PANASONIC - HEADPHONES (114) PANASONIC ACCESSORIES (993) PANASONIC ARBITRATORS (86) PANASONIC BATTERY (51) PANASONIC BROADCAST (126) PANASONIC FLAT PANEL DISPLAYS (164) PANASONIC PANABOARDS (40) PANASONIC PHYSICAL SECURITY (414) PANASONIC POS (235) PANASONIC PRINTERS AND SUPPLIES (48) PANASONIC PROJECTORS (239) PANASONIC PROJECTORS - PRO AV (192) PANASONIC SCANNERS (159) PANASONIC TELECOM (35) PANASONIC TOUGH BOOKS (2518) PANASONIC WARRANTIES (26) PANASONIC WARRANTY (668) PANASONIC-CAMERAS (35) PANASONIC-MEDIA (3) PANASONIC-PERSONAL CARE (14) PANASONIC-SMALL APPLIANCES (19) PANDUIT (1311) PARA SYSTEMS DBA MINUTEMAN UPS (180) PARAMETRIC SOUND (12) PARROT (17) PATHWAY INNOVATIONS AND TECHNOLOGIE (4) PCAMERICA (56) PEERLESS ET (41) PEERLESS INDUSTRIES (673) PELICAN FLASHLIGHTS (92) PELICAN PRODUCTS- CASES (274) PENGUIN COMPUTING (23) PENPOWER (34) PENTAX - RICOH IMAGING (125) PERLE SYSTEMS (1491) PHILIPS (9) PHILIPS - MONITORS (23) PHILIPS PROJECTORS - XS COMMERCE (7) PHILIPS SPEECH PROCESSING (13) PHILIPS- PERSONAL AND PORTABLE (1) PIONEER PRO (6) PIVOT3 (151) PLANAR DIGITAL SIGNAGE (390) PLANAR SYSTEMS, INC. (42) PLANAR TOUCH SCREENS (31) PLANON (15) PLANTRONICS INC (385) PLANTRONICS MOBILE (31) PLUGABLE TECHNOLOGIES (35) PLUSTEK (41) PNY MEMORY (182) PNY QUADRO (55) PNY VIDEO GRAPHICS (18) POCOYO (17) POIN2 LAB (1) POLYCOM - IMSOURCING (39) POLYCOM - IMSOURCING DS (224) POLYCOM - INGRAM CPO DS (14) PORTSMITH (60) POWA POS (10) POWERMAX (9) PREMIER MOUNTS (301) PREMIERTEK (162) PRIMERA TECHNOLOGY (PRINTERS) (226) PRINTRONIX - ALL OTHER (99) PRINTRONIX - LINE MATRIX (162) PRINTRONIX - PRINT CART (2) PRINTRONIX - THERMAL (182) PRINTRONIX/TALLYGENICOM LINE MATRIX (9) PRINTRONIX/TALLYGENICOM MEDIA (295) PROMISE - WARRANTY (73) PROMISE TECHNOLOGY (293) PROOFPOINT - HARDWARE (76) PROOFPOINT - INFO GOVERNANCE (1070) PROOFPOINT - SECURITY (2119) PROOFPOINT MAINT/SUP/WARRANTY (4) PSION LA (3) PSION LA - 2A (6) PTC (8) PULSE SECURE (39) PULSE SECURE - LICENSING (683) PULSE SECURE - PAR (530) PULSE SECURE - PROSERVICES (1) PULSE SECURE - RENEWALS (588) PULSE SECURE - SUPPORT (1463) PYLE - PRO SOUND (315) PYLE AUDIO - HOME A/V (94) PYLE-CAR AUDIO/VIDEO (530) PYRAMID TIME SYSTEMS (25) Q Back to Top Q-SEE (116) QJO INC (3) QLOGIC (132) QLOGIC FABRICCACHE (1) QLOGIC-SERVICES (85) QNAP (260) Page 11 of 16Vendors 12/16/2015http://us-new.ingrammicro.com/_layouts/CommerceServer/IM/AllVendors.aspx 4.H.f Packet Pg. 279 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) QNAP WARRANTIES (663) QUANTUM - DLT (42) QUANTUM - DOT HILL (415) QUANTUM - RENEWALS (977) QUANTUM ACCS (SSG) (61) QUANTUM AUTOLOADERS (SSG) (106) QUANTUM MEDIA AND TAPES (57) QUANTUM P-SERIES (SSG) (422) QUANTUM SERVICES (SSG) (1930) QUANTUM SOFTWARE (1955) QUARK LICENSING (33) QUORUM (152) QVS (554) R Back to Top RAIN DESIGN (22) RANIPAK INC (1) RARITAN - DC TRACK (71) RARITAN - POWER (947) RARITAN COMPUTER (342) RARITAN POWER IQ (86) RAZER - GAMING (116) RECOVER (20) RED HAT (LICENSE) (882) RED HAT ALLIANCE TRAINING (131) RED HAT RHX (6) RED HAT-JBOSS (468) RED HAT-RHEV (122) RED PLANET (2) REDBEAM (55) REFLEXION NETWORKS (6) RELAMPIT (65) RELIABRAND (16) RES - RSP SERVICES (61) RES PROFESSIONAL SERVICES (6) RES RENEWALS (2) RES SOFTWARE (129) RETROSPECT - LICENSING (102) REVO (75) REVO AMERICA (108) REVOLABS (195) RF-LINK HOME AUDIO/VIDEO (28) RICOH - A3 SUPPLIES (21) RICOH LASER (PRINTERS) (306) RICOH PROJECTORS (47) RICOH SUPPLIES (228) RITTAL (1) RIVERBED (14) RIVERBED - EXPENSES/SUPPORT (1) ROAD MICE (16) ROBERT BOSCH TOOL - DREMEL (13) ROCCAT INC (69) ROCSTOR (47) ROCSTORAGE - DS (52) ROLAND (14) ROSEWILL (194) ROYAL SOVEREIGN INTERNATIONAL (78) RSA SECURITY ANALYTICS (647) RSA - ADAPTIVE AUTHENTICATION (656) RSA - ARCHER (1939) RSA - AVEKSA (258) RSA - NETWITNESS (462) RSA - PDP - G (145) RSA - SERVICES (506) RSA - SERVICES & CONSULTING (35) RSA - VIA (569) RSA ENVISION (770) RSA SECURITY (1672) RSA SECURITY - DLP (319) RSA SECURITY - OPEN (175) RSA SECURITY HARDWARE (7) RTA PRODUCTS (17) S Back to Top SABRENT (197) SAKAR KIDS (25) SAMSUNG - AV ACCESSORIES (4) SAMSUNG - CONSUMER TABLETS (41) SAMSUNG - CONSUMER TV (41) SAMSUNG - DI (2) SAMSUNG - PRO AV (90) SAMSUNG - SD MEMORY (69) SAMSUNG - SSD MEMORY (2) SAMSUNG - TABLET ACCESSORIES (32) SAMSUNG ELECTRONCS AMERICA INC (2) SAMSUNG HOSPITALITY LCD (46) SAMSUNG INFORMATION SYSTEMS (48) SAMSUNG LARGE FORMAT (130) SAMSUNG MEMORY (34) SAMSUNG MONITORS (1) SAMSUNG NOTEBOOKS (20) SAMSUNG PRINTER CONSUMABLES (139) SAMSUNG PRINTER HARDWARE (45) SAMSUNG TABLET (62) SAMSUNG WARRANTIES AND SERVICES (446) SAMSUNG WLAN (14) SAMSUNG WLAN - LICENSES AND SERVICE (3) SAMSUNG- HOME APPLIANCE (48) SAMSUNG-DAV (5) SAMSUNG-GALAXY GEAR 2 (1) SANDISK (230) SANDISK AAFES (4) SANDISK BULK (6) SANDISK CORPORATION (76) SANDISK MOBILE (85) SANDY LISA (21) SANGEAN-PERSONAL & PORTABLE (73) SANS DIGITAL (178) SANS TECHNOLOGY (134) SAP - DATABASE & TECHNOLOGY (1063) SAP BUSINESS OBJECTS (3) SAP BUSINESS OBJECTS LICENSING (323) SAPPHIRE (76) SATO - CLASS 20 (488) SATO - CLASS 30 (217) SATO - CLASS 35 (435) SCALA (86) SCALE COMPUTING (296) SCANNX - HARDWARE (6) SCANNX - LICENSING (31) SCANSAFE SERVICES, LLC/CISCO (136) SCHNEIDER ELECTRIC IT - CONTAINER (125) SCHNEIDER ELECTRIC IT - DIRECT SHIP (597) SCHNEIDER ELECTRIC IT - WARRANTY (694) SCHNEIDER ELECTRIC IT USA (1649) SCHNEIDER ELECTRIC IT-ISX DELL ONLY (20) SDI TECHNOLOGIES-PERSONAL & PORTABL (2) SDJ TECHNOLOGIES - MONSTER (3) SEAGATE - DATA RECOVERY (12) SEAGATE - ESG (178) SEAGATE - ESG SINGLE (237) SEAGATE - IMSOURCING (92) SEAGATE - NSG (17) Page 12 of 16Vendors 12/16/2015http://us-new.ingrammicro.com/_layouts/CommerceServer/IM/AllVendors.aspx 4.H.f Packet Pg. 280 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) SEAGATE - IMSOURCING DS (91) SEAGATE - INGRAM CPO DS (12) SEAGATE - NSG SINGLE (19) SEAGATE - PSG (63) SEAGATE - PSG SINGLE (58) SEAGATE - RETAIL (132) SEAGATE - SAMSUNG (4) SEAGATE CSS (3) SEAGATE LACIE (106) SECURE CHANNELS INC DIRECT SHIP (85) SEH TECHNOLOGY (22) SEIKI LLC (2) SEIKO INSTRUMENTS (52) SENECA DATA (237) SENNHEISER (182) SHARP AQUOS/CONSUMER WARRANTY (32) SHARP ELECT - LARGE FORMAT DISPLAYS (63) SHARP WARRANTIES (23) SHERWEB INC (46) SHORETEL - P1 (1) SHORETEL - SPECIAL (3) SHUTTLE COMPUTER (53) SIGNAGELIVE (64) SIIG INC (533) SIIG-PROAV (197) SILEX TECHNOLOGY (14) SILVER PEAK - M&S (1017) SILVER PEAK - PRIMARY (451) SILVER PEAK - UNITY EC (46) SILVER PEAK DELL (13) SIMA-PHOTO VIDEO (74) SKB PRODUCTS - SGC (132) SKYTEX TECHNOLOGY (16) SMART (8) SMK (GYRATION/MOVEA) (14) SMK-LINK (46) SMS AUDIO - HEADPHONES (12) SMT (1) SOCKET MOBILE (88) SOCKET MOBILE - ACCESSORIES (84) SOCKET MOBILE - WARRANTY & SERVICES (3) SOL REPUBLIC (30) SOLARFLARE COMMUNICATION (102) SOLERATEC (41) SOLIDFIRE (51) SONICWALL - HARDWARE (197) SONICWALL - NSA HARDWARE (37) SONICWALL - NSA LICENSING (441) SONICWALL - SOFTWARE (1089) SONICWALL NFR AND HA PRODUCTS (12) SONNET TECHNOLOGIES (198) SONY - DI VIRTUAL WARRANTIES (49) SONY - PHOTO VIDEO (1) SONY -MEDIA (28) SONY ELECTRONICS (13) SOPHOS INC MSP (31) SOPHOS MAINT SUPPORT (84) SOPHOS MM ENT NON UTM (2862) SOPHOS MM ENT UTM (2739) SOPHOS MSP (542) SOPHOS PRO SERVICES (38) SOPHOS SMB NON UTM (10229) SOPHOS SMB UTM (3988) SOURCEFIRE (1391) SPARKLE POWER (57) SPECK (169) SPECO OBSERVATION/SECURITY (8) SPIN MASTER (41) SPRACHT (18) SPRINT SPECTRUM L.P. (19) SQUARE, INC. (1) STADIA MEDIA LLC (11) STAR MICRONICS (197) STAR MICRONICS NC_NR (230) STAR MICRONICS SPARES (36) STAR MICRONICS-SVC (22) STARTECH.COM (2565) STEELSERIES (67) STEREN-CUSTOM INSTALL (818) STM BAGS (65) STORIX (90) STRATO SCALE (2) SUMMER INFANT (98) SUPERMICRO (3639) SUPERMICRO COMPUTER INC (344) SUPERSONIC INC. (1) SURGEX (59) SWAIVE (1) SWANN (66) SWANN PROFESSIONAL (31) SYBA (345) SYMANTEC (15) SYMANTEC - APPLIANCE (89) SYMANTEC - OEM (7) SYMANTEC - VERISIGN LICENSING (1269) SYMANTEC AUTHORIZED EXPRESS CORP (10) SYMANTEC AUTHORIZED REWARDS (2) SYMANTEC CLOUD SERVICES (55) SYMANTEC END POINT MGMT REWARDS (1) SYMANTEC ENTERPRISE TRAINING (34) SYMANTEC EXPRESS LICENSING (CORP) (2713) SYMANTEC EXPRESS LICENSING- ACAD (2319) SYMANTEC EXPRESS LICENSING- GOVT (1579) SYMANTEC LA - PUERTO RICO (1) SYMANTEC LICS (LA) (7) SYMANTEC MEDIA (37) SYMANTEC REWARDS LICENSING PROGRAM (7590) SYMANTEC SPECIAL PROGRAMS (83) SYMANTEC TRAINING/TECH SUPPORT (192) SYMANTEC- EXSP LICENISNG PROGRAM (268) SYMANTEC- INSTALLMENT (7) SYMANTEC-SEP. CLOUD. ML (480) SYMANTEC/AMAZON (1) SYMBOL - ALL OTHER (10) SYMBOL ADC - 1C (20) SYMBOL DC - IA (426) SYMBOL IMC - 3RD PARTY (14) SYMBOL IMC - CONFIGURED TERMINALS (126) SYMBOL IMC - ISERV SERVICES (150) SYMBOL IMC-8580/8590 & OEM SCANNERS (11) SYMBOL IMC-PERIPHERAL & ACCESSORIES (80) SYMBOL IMC-SW LICS AND MAINTENANCE (1) SYMBOL MC - 1A (362) SYMBOL MC - 1A D/S (38) SYMBOL MC - 1B (25) SYMBOL OEM - 4A (1) SYMBOL RF - 1A (7) SYMBOL SV - 3A (1461) SYMBOL SV - 3B (96) SYMBOL WI - 1D (104) SYMBOL WI - 1E (167) SYMBOL WLAN - 1F (170) SYMBOL WLAN - 1F D/S (32) SYMBOL-MOTOROLA LA (3) SYNOLOGY (96) T Back to Top T-MOBILE (3) T1 VISIONS (17) TABLET EXPRESS (30) TANDBERG / EXABYTE - SSP (61) TANDBERG DATA - LTO (94) TANDBERG DATA CORP (20) TANGENT (24) TARGUS (344) TARGUS MOBILE (116) TARMIN, INC. (43) TECHLINK INTERNATIONAL (63) TECHNO SOURCE (28) TEGILE SYSTEMS (869) TEK-REPUBLIC (17) TEK-REPUBLIC DIRECT SHIP (2) TEKLYNX (699) TELSTAR (8) Page 13 of 16Vendors 12/16/2015http://us-new.ingrammicro.com/_layouts/CommerceServer/IM/AllVendors.aspx 4.H.f Packet Pg. 281 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) TELY LABS (16) TENABLE NETWORK (354) TENABLE NETWORK - RENEWAL (116) TENABLE SECURITY CENTER NEW (481) TENABLE TRAINING (37) TENABLE-SECURITY CENTER RENEWAL (159) TIC (35) TICKERCOM (20) TIMBUK2 - CASES (14) TMAXSOFT (60) TMS (1) TOFFEE INTERNATIONAL PTY LTD (8) TOP & TECH (54) TOPAZ SYSTEMS (14) TOSHIBA - BTO (3) TOSHIBA - IMSOURCING (21) TOSHIBA - IMSOURCING DS (7) TOSHIBA - NOTEBOOK ACCESSORIES (31) TOSHIBA - SERVICES (84) TOSHIBA HARD DRIVES (16) TOSHIBA RETAIL (1) TOSHIBA SYSTEMS (30) TOSHIBA TABLETS (1) TOTAL MERCHANT SERVICES (1) TOTAL TRAINING (36) TOUCHFIRE, INC. (2) TOUCHSYSTEMS (78) TOYS (1) TP LINK (230) TPG (16) TRANSCEND (702) TRANSITION NETWORKS (1351) TREND MICRO - ACAD / GOVT (1097) TREND MICRO - BOX (8) TREND MICRO - DEEP SECURITY (350) TREND MICRO - DEEP SECURITY CLOUD (14) TREND MICRO - HARDWARE APPLIANCE (35) TREND MICRO - LICENSING (1209) TREND MICRO - MSP (654) TREND MICRO - PREMIUM SUPPORT (618) TREND MICRO MAINTENANCE (1390) TREND MICRO S1 (502) TRENDNET - BUSINESS CLASS (312) TRIDENT CASE (373) TRIPLETT--BYTE BROS (11) TRIPP LITE (2918) TRIPP LITE - PRO AV (108) TRIPPLITE (5) TROY JAMES BOYS (20) TRYTEN (78) TURTLE BEACH SYSTEMS (55) TWELVE SOUTH (77) U Back to Top UBIQUITI NETWORKS (176) ULTRABAC SOFTWARE (116) ULTRALIFE BATTERIES (4) UNCAGED ERGONOMICS (8) UNIDEN - OBSERVATION & SECURITY (20) UNIDEN 2-WAY RADIO (52) UNIFORM INDUSTRIAL CORPORATION (32) UNIRISE USA (306) UNITECH (49) UNITECH - ALL ACCESSORIES (77) UNITECH - ALL TERMINALS (107) UNITECH AMERICA LA/MEX (1) UNYPOS INTERNATIONAL (1) UPLOGIX (17) UPPER DESK, INC. (2) URBAN FACTORY (203) US ROBOTICS - ACCESSORIES (10) US ROBOTICS - BRANDED DESKTOP (40) UTILITY ASSOCIATES (410) V Back to Top V2 TECHNOLOGIES DIRECT SHIP (511) V7 (13) V7 AUDIO (31) V7 HUBS AND CARD READER (4) V7 KEYBOARDS & MICE (27) V7 LCD MONITORS (14) V7 MEMORY (64) V7 MOBILITY ACCESSORIES (107) V7 MOUNTS AND STANDS (6) V7 NOTEBOOK CARRYING CASES (51) V7 POWER (14) V7 PROJECTORS (188) V7 SCREEN FILTERS (28) V7 SECURITY ACCESSORIES (4) V7 TONER (510) V7 WEB CAMS (2) V7-BATTERIES (164) V7-CABLES (146) V7G-REFURBISH (21) VALKEE OY (4) VANGUARD (23) VAULT LOGIX (4) VEEAM - CLOUD (1) VEEAM HOSTING (46) VEEAM INTERNAL USE (33) VEEAM SOFTWARE (526) VEEAM SOFTWARE - LATAM (2) VEEAM SOFTWARE - RNWL (277) VEEAM SUPPORT (372) VERBATIM CORPORATION (692) VERIFONE (144) VERITAS - CLOUD (579) VERITAS BACKUPEX - RENEW (200) VERITAS BACKUPEX NEW (551) VERITAS BUYING PROGRAMS - NEW (7998) VERITAS BUYING PROGRAMS - RENEWAL (115) VERITAS EXSP (205) VERITAS HARDWARE (2367) VERITAS SPECIAL PROGRAMS (24) VERITAS- BOX (126) VERS (4) VICTORINOX SWISS ARMY, INC. (47) VIEWSONIC (140) VIEWSONIC DISPLAYS (354) VIEWSONIC LFD (80) VIEWSONIC PROAV (6) VIEWSONIC VA (19) VIEWZ (59) VINPOWER DIGITAL DIRECTSHIP (275) VIOLIN MEMORY (83) VISION SYSTEMS - GEOVISION (627) VISIONEER (SCANNERS) (58) VISIONEER SCANNERS (196) VISIONTEK (205) VISUAL LAND (128) Page 14 of 16Vendors 12/16/2015http://us-new.ingrammicro.com/_layouts/CommerceServer/IM/AllVendors.aspx 4.H.f Packet Pg. 282 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) VISUAL LAND DIRECT SHIP ONLY (3) VIVITEK (136) VIVOTEK (310) VIZIO (1) VIZIO - HOME AV (27) VIZIO - WARRANTIES (6) VMWARE - FEDERAL (3) VMWARE - FEDERAL RENEWAL (8) VMWARE - FEDERAL SUPPORT (4) VMWARE - LICENSING (4095) VMWARE - VCHS (9) VMWARE LICENSING (1) VMWARE PROF SERVICE (221) VMWARE RENEWAL (43) VMWARE VSPP (109) VOXX - ACCESSORIES (143) VOXX AUDIO VIDEO (1) VPN DYNAMICS (12) VS-NETWORKS (7) VSN MOBIL (21) VTECH (35) VULCAN ELECTRONICS (18) VULCAN ELECTRONICS- DIRECT SHIP (1) VUPOINT SOLUTIONS (16) VXI (15) VXI - TELEPHONY (2) W Back to Top WACOM (4) WAHL APPLIANCES (38) WARRENTECH-WARRANTEES (216) WASP BARCODE TECHNOLOGIES (37) WASP FAST START/SILVER PARTNERS (102) WASP GOLD PARTNERS (62) WASP PLATINUM PARTNERS (326) WATCHGUARD - RENEWALS (1) WATCHGUARD - VIRTUAL SOLUTIONS (146) WATCHGUARD SERVICES (979) WATCHGUARD SOHO & SOFTWARE (29) WATCHGUARD SOHO SERVICES (9) WATCHGUARD TECHNOLOGIES (108) WATCHGUARD TECHNOLOGIES INC (287) WATCHGUARD XTM HARDWARE (138) WATCHGUARD XTM LICENSING (260) WAVE SYSTEMS (520) WAVE SYSTEMS - SAFEND (295) WAVELINK (46) WD - CUSTOM (34) WD ARKEIA - SOFTWARE (51) WEBSENSE SERVICES (727) WEBSENSE TRITON HARDWARE (94) WEBSENSE TRITON SOFTWARE (52568) WEBSENSE TRITON SUPPORT (2) WEBTRENDS - LICENSING (841) WEDGE NETWORKS-DIRECT SHIP (99) WEIGH-TRONIX (34) WEPRESENT (4) WESTERN DIGITAL - SMB (36) WESTERN DIGITAL - AV (8) WESTERN DIGITAL - AV SINGLE (21) WESTERN DIGITAL - DESKTOP (35) WESTERN DIGITAL - IMSOURCING (66) WESTERN DIGITAL - LICENSES (1) WESTERN DIGITAL - NETWORKING (25) WESTERN DIGITAL - RETAIL (73) WESTERN DIGITAL- IMSOURCING DS (61) WESTERN DIGITAL-DESKTOP SINGLE (34) WESTERN DIGITAL-ENTERPRISE (16) WESTERN DIGITAL-ENTERPRISE SINGLE (21) WESTERN DIGITAL-MOBILE (13) WESTERN DIGITAL-MOBILE SINGLE (17) WESTONE (37) WHISTLER-CAR AV (59) WHITECANYON SOFTWARE (21) WIDGETEER INC. (25) WINE ENTH-SMALL APPLIANCES (47) WINNOV (12) WINSTON INTERNATIONAL DIRECTSHIP (48) WIPLABS DESIGNS (10) WONDER WORKSHOP (6) WORKSPOT (8) WORRYFREE GADGETS (127) WOVENMEDIA (3) WOWWEE (30) WYSE LICENSING & SERVICES (117) WYSE TECHNOLOGY (WINTERM) (959) X Back to Top X1 DISCOVERY (83) XEROX - COLOR PRINTERS (151) XEROX - MONO PRINTERS (101) XEROX A3 (240) XEROX ESERVICES (308) XEROX SUPPLIES (415) XEROX SUPPLIES A3 (174) XFX (76) XIAMEN - TRAVEL TEK TABLETS (2) XIRRUS (439) Y Back to Top YCAM (1) YES TO (17) Z Back to Top ZAGG (211) ZAGG INC - IFROGZ (82) ZCOVER (543) ZDI (53) ZEBRA - 105 SERIES (20) ZEBRA - CUSTOM MEDIA (135) ZEBRA - DESKTOP (149) ZEBRA - HC 100 SERIES (5) ZEBRA - KIOSK PRINTERS (90) ZEBRA - MEDIA (597) ZEBRA - MOBILE (315) Page 15 of 16Vendors 12/16/2015http://us-new.ingrammicro.com/_layouts/CommerceServer/IM/AllVendors.aspx 4.H.f Packet Pg. 283 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) ZEBRA - KIOSK PRINTERS MEDIA (1) ZEBRA - PAX (28) ZEBRA - RFID (59) ZEBRA - SERVICES (1507) ZEBRA - SPARE PARTS (626) ZEBRA - WRISTBANDS MEDIA (73) ZEBRA - XI SERIES (107) ZEBRA - Z SERIES (34) ZEBRA - ZT200 SERIES (76) ZEBRA /SYMBOL DC-1A (LA) (7) ZEBRA CARD - I SERIES YMCKO (1) ZEBRA CARD - RFID/UHF/OTHER CARDS (9) ZEBRA CARD - SECURITY LINE (7) ZEBRA CARD - UPGRADE KITS (13) ZEBRA CARD C SERIES YMCKO (2) ZEBRA CARD CATEGORY A (115) ZEBRA CARD CATEGORY B (36) ZEBRA CARD PRINTERS (133) ZEBRA CARD SPARE PARTS (8) ZEBRA/SYMBOL RF-1A (LA) (2) ZEBRA/SYMBOL WI-1F (LA) (7) ZEBRACARD (ELTRON) (14) ZEMI AUDIO (2) ZENTERA SYSTEMS (8) ZERODESKTOP DBA NCOMPUTING (56) ZHONE TECHNOLOGIES INC (176) ZHONE TECHNOLOGIES SERVICES (1) ZINGARR- TABLETS (1) ZOMM (4) ZOOM TELEPHONICS (36) ZOOMSWITCH (8) ZOTAC (70) ZUBIE (1) ZVOX AUDIO - EW2 (1) ZYXEL (421) #Back to Top 365 SERVICES (26) 3D SYSTEMS (192) 3M - OPTICAL SYSTEMS DIVISION (164) 3M - WORKSPACE SOLUTIONS (168) 3M TOUCH SCREEN (23) 3M VISUAL SYSTEMS DIVISION (2) 3SIXTY INDUSTRIES (1) 4SIGHT (18) 4XEM (429) 5 NINE SOFTWARE (32) A B C D E F G H I J K L M N O P Q R S T U V W X Y Z # Page 16 of 16Vendors 12/16/2015http://us-new.ingrammicro.com/_layouts/CommerceServer/IM/AllVendors.aspx 4.H.f Packet Pg. 284 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.f Packet Pg. 285 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) SYNNEX13434 | 11/25/15 Map your destination to increased productivity, cost savings and overall business success. Our distribution centers are strategically located across the United States to provide you with product where you need it when you need it. Each of our distribution centers provides our customers with warehouse ratings of nearly 100% in accuracy and PPS (pick, pack and ship) performance. Couple that with unsurpassed service from our infrastructure support, giving you one more reason why you should be doing business with SYNNEX. That’s service and infrastructure support you can rely on! Sounds simple, but at SYNNEX we understand that true business growth requires access to meaningful, tangible business infrastructure, tools, and resources. That’s why over the last year we’ve invested heavily in providing our partners with high-impact business services, designed from the ground up to provide real value, and delivering on our commitment to provide unprecedented support to our most valuable asset, our partners. Contact Us: 1.800.456.4822 www.synnex.com • GSA Schedule • ECExpress Online Ordering • Software Licensing • Reseller Marketing Services • Leasing • Integration Services • Trade Up • A Menu of Financial Services • SYNNEX Service Network • ASCii Program • PRINTSolv Components East 800.444.7279 Components West 888.756.4888 Government Sales 800.456.4822 Ex. 4007 Security Sales 800.444.7389 Leasing 800.451.5744 POS Solutions 800.753.6927 Customer Service 800.756.1888 OEM West 800.756.7888 CTI Products (Sales) 800.444.7359 Regional Office 800.756.5974 SMB Sales Group 855.899.0050 Supplies & Accessories 888.223.1164 Software 866.226.7532 License Online West 800.414.6596 License Online Central/ East 800.432.6980 Auto ID / POS Sales 800.950.5974 ICG Security & Wireless LAN 800.688.0751 Corporate Headquarters Fremont, California Sales Headquarters Greenville, South Carolina Warehouse Locations 1 Fremont, California 2 Chantilly, Virginia 3 Chicago, Illinois 4 Richardson, Texas 5 Keasbey, New Jersey 6 Grove City, Ohio 7 Miami, Florida 8 Olive Branch, Mississippi 9 Portland, Oregon 10 Ontario, California *ISO-9001-2000 Manufacturing Facillities SYNNEX CORPORATE 2015 LINE CARD ADVANCING IT INNOVATIONS INFRASTRUCTURE SERVICES 7 6 3 2 5 4 8 9 1 10 4.H.f Packet Pg. 286 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) SYNNEX13434 | 11/25/15 2015 LINE CARD Copyright 2015 SYNNEX Corporation. All rights reserved. SYNNEX, the SYNNEX Logo and all other SYNNEX company, product and services names and slogans are trademarks or registered trademarks of SYNNEX Corporation. SYNNEX and the SYNNEX Logo Reg. U.S. Pat. & Tm. Off. Other names and marks are the property of their respective owners. 10ZiG 2FA 3D Classroom 3D Systems 3M Touch 3M Mobile Interactive Solutions 3VR 4D Global 4Sight 6fusion 65bit Software 911 Enable A Deeper View AAEON Electronics an ASUS Company Absolute Software Access Data Accessory Power Accortec Accu-Tech Accuview Acer Actian Actineon Actiontec ActivePDF ActivIdentity Envoy Acuo Technology Adaptec Adaptiva Adata Addlogix Addmaster Add-On Computer Peripherals, LLC ADESSO Adobe Adrem Software ADS Technologies Adtran Advanced Input-Esterline Advantech Aegis Micro/Formosa– USA AG Antenna Algo Communications Alive Studios Allied Telesis Alloy Allround Automation Allscripts ALLSOP Altair Engineering Altaro Althon Micro AltiGen Altronix Aluratek Ambir Technology AMD/ATI Fire Amer Networks (formerly Freedom 9) AML Amped Wireless AMX Amzer Anchor PD Anthro Corporation Anuta Aomata Aopen APC AppAssure AppCom Solutions Appistry Aquarius Architext Arclyte Arctic Cooling Areca Armoractive Armored Shield Artisan Aruba Networks Arxscan Asante Networks ASG Aspect Software Aspire/Standzout Astro Gaming ASUS Asus CE Asus Notebook AT&T Atdec Aten Technology ATI Graphics Cards Atlantis Computing ATX Audio Messaging Solutions (AMS) Augmentix Aurora Multimedia Authen2cate Autotask Avanquest Avast Avaya Avenues Avermedia Aviva Solutions Axiom Azend Corporation Azpen B&B Electronics BAE Systems Bamboo Solutions Baracoda/Ingenico Barco Medical Barcoview Barnes & Noble Barracuda Networks Bascom Basler Battery Technology Bay Dynamics Bay Technical Associates Becrpyt BedPhones Bedwell Technologies Belkin BenQ Best Mounting/AFC Better Energy Systems Bidwell Technologies Big Switch BITS Ltd. Bixolon Black Box Black Box Retail Services Blue Ant Wireless* Bluebeam Boardshare Body Solid BorderWare Bouncepad Brady People ID Braggables/MJ Mitchell Consulting Brainboxes, Ltd Brenthaven Bretford Bretford Manufacturing Bridge Communication Broadview Brother Brother Mobile Solutions BTH2 Buffalo Technology Bush Industries Business Logic Buslink/Global Silicon BYTECC C2G CA Technologies Cable Manufacturing Cables Unlimited Cachengo Cambre Products Canon Carbonite Card Scanning Solutions Case Power Casio Projectors CBM Metal Celestix Cellphone Mate Cenomax Centennial Software CENTON Centrify Century Software Certes Networks Champion Systems Channel Vision (Custom Installation) Chassis Plans Checkpoint Security Systems Check Point Software Chef Software Chenbro Cherry Electronics Chief Manufacturing Cilutions ClearColor Ink Clearone Club3D Coby CognitiveTPG Cognito Comcast Commvault Component One Computer Instruments Computer Security Computer Software Innovations Computer Warranty Services Comsquared Systems Conarrative Connection-E/Trifusion Contemporary Research Contex Americas Convertertechnology Conveyant Systems Coolmax Copernicus Core Security Corel Corente Corlogix Corologix Corsair Micro Cortado/Thinprint Cplane CradlePoint Creative Labs Crosstec CRU-Dataport Crucial Technology CruDataport CSDC CSSN CTA Digital Ctera Curriculum Loft CXTEC Cy-Fi Cyberlink.com Cybernet Manufacturing CyberPower Cybertron PC CYCLONE CYREN D-Link Dahle Daktech Da-Lite Screens Dane Elec Corp Data Drive Thru DATA911 Datago Datalogic Datamax Media Datamax Software Group Data Motion Dataram Datel Daymen Inc. Déjà vu Security Dell Delphi Display Systems DENAQ, Inc Deployable Systems/Hardigg DestructData Devolutions DH2i Diablotek Dialogic Diamond Diamondback Fitness Dicota Digedu Digi International Digistor Digital Peripheral Solutions dba Q-See DigitalPersona Digital Storm Digium Direct Dimensions Distinow Distrix Doculex DOD Tech Dot Hill (eNex Systems) Double Power Draper DroboDS3 DT Research Contact Us: 1.800.456.4822 www.synnex.com 4.H.f Packet Pg. 287 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) SYNNEX13434 | 11/25/15 2015 LINE CARD (CONT.) Copyright 2015 SYNNEX Corporation. All rights reserved. SYNNEX, the SYNNEX Logo and all other SYNNEX company, product and services names and slogans are trademarks or registered trademarks of SYNNEX Corporation. SYNNEX and the SYNNEX Logo Reg. U.S. Pat. & Tm. Off. Other names and marks are the property of their respective owners. Contact Us: 1.800.456.4822 www.synnex.com Dyconn DYMO Dynamic Systems E-Sponder Earthwalk Eastman Kodak Eaton Corporation ECO STYLE ECO TREND Cases, LLC. Ecosol Solar Technologies ECS Composites EDGE Memory Edgeline Technologies Edgewater Networks Edigin EJ Technologies Ekahau Electroboard Electrorack Elegant Packaging Elite Screens Elliptical Mobile Elmo USA Elsa Group Emerge Emulex Encounter Pointe Endor AG / Fanatek ENET EnGenius Engineered Network Services Enlight EnovateIT EnterpriseDB ENTRUST Envoy Data Corporation Epson Equus/Mirus Innovations eReplacements Ergotech Ergotron Ericom Esker ESTERLINE EVault Event Builder Everfocus Everki EVGA Evolve III Exablox Exabyte Exofab Ex Point Extensis Fargo Electronics Faxback Fellowes FiatLux Finisar Firich/FEC First Data First Mobile Technologies Fishtree FivePoint Fixmestick ForensIT Foreseeson Formax Fortinet Foscam Digital FoxIt Freedom9 Frontrange Software Frontrow/Phonic Ear Fuji Film Fuji Film Recording Media Fujitsu Dot Matrix Printers Fujitsu Hard Drive Fujitsu Mobile Fujitsu Storage Full Armor Fusion-io Future Business Futura Retail Solutions Gamber Johnson Gammatech Garmin Gateprotect GBC (a division of ACCO Brands) Gefen Geist Manufacturing Gemalto Envoy General Imaging Genesis One GETAC GFI Gigabyte GiiNii Global Environ. Svcs Global Marketing Partners Global Warranty Group Gluster GoGuardian Goldtouch Good Technology Google Griffin Guardian Edge Gvision Hanco Hannspree Hapara Havis Headplay Healthcare Information (HCI) Healthpostures Hedvig Hercules/Thrustmaster Heritage Travelware Heritage Travelware - Kenneth Cole Hewlett-Packard Hi-Fi Works HID Identity/Synercard High Wire Higher Ground/HGGEAR HIKVision Hitachi Global Storage Hitachi Hard Drive HL Corporation/Flicker Howard Medical HQ Cam Huawei Huawei Device USA Humanetics HumanScale Hyundai I-Blason i3 International ICOP Digital IDAPT Idera IGEL IKAN Corp iKEY Imagine Technologies Imagistics Imation IMC Networks Imprivata I’m SPA/I’m Watch InBoxer Incisive Software Indigo Infocase InFocus InfoPrint Informa Software Infosoft-Fusion Charts Infragistics Infrascale Ingres Inkjetwarehouse Inland Products Innergie Innovative Card Scanning Innovative Office Insperity Instant Technologies Insulfab Integra Networks Intel Intelligent Computer Solutions Intellinet Intronis Intuition INUVIO Inwin Iogear Iomega Iosafe iPearl IP Home Products iRiver Ironkey IRSA Video iSheriff iStabilizer iStarUSA IT In Motion Ixia iYogi USA Jaco Jaspersoft Jatheon Technologies Inc. Jaton JetBrains Juicepresso JungleDisk Just Systems Canada JVC Kanex Kanguru Kaser Corporation Kaminario Kensington Kerio Keyovation Keyscan Keytronic Kinesis Kingsoft Kingston Kingston Digital Inc Kingston Distribution Kinyo Kitenga Kleen Concepts Knowledge Management Association Koamtac Kobian KODAK KOM Networks Konftel Konica Minolta KSI Envoy KT&C Kwikset Kyocera Lab Gruppen E-Series LandAirSea Lanier Laplink Software Lasershield Launchpad LD Smart Lenovo Lepide Level Platforms LexisNexis Lexmark LG Electronics Liaison LifeSize Lightspeed Systems LigoWave Likewise Lind Electronics Link Depot Linksys LinkSystems Linoma Lite-On Litronics Envoy Location Based Technologies Lockdown Tech Logbar Logicube Logitech LSI Lucasey Lumension Lumisource M&A Technology Maclocks Macro Image Technology Magma Magnetic 3D Magtek Mainpine, Inc Malwarebytes Man and Machines 4.H.f Packet Pg. 288 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) SYNNEX13434 | 11/25/15 2015 LINE CARD (CONT.) Copyright 2015 SYNNEX Corporation. All rights reserved. SYNNEX, the SYNNEX Logo and all other SYNNEX company, product and services names and slogans are trademarks or registered trademarks of SYNNEX Corporation. SYNNEX and the SYNNEX Logo Reg. U.S. Pat. & Tm. Off. Other names and marks are the property of their respective owners. Contact Us: 1.800.456.4822 www.synnex.com Managed Objects Manhattan Marex Group Inc. Markzware Matrox Maxell Maxta Maxtor Mediatech medM Memorex Memorex Electronics Memory Experts Message Labs Message Logic Metadot Corp Metafuse dba Project Insight Metropolis Metrologic Mettler Toledo Micro Micr MicroPac Technologies Microsoft Microsoft ESD Microsoft Hosted Exchange Microsoft OEM Microsoft Retail Microsoft Surface Microsoft Surface Hub Milestone Systems Minicom Minuteman Power Technologies MIO Technologies Mirantis Mita Mitel Cloud Mitsubishi Mitsubishi Digital Electric America Mizco MJ Mitchell Consulting/Braggables Mobelisk Mobile Action Technology, Inc. Mobile Edge Monitors In Motion Monoprice Moonwalk MooreCo, Inc Mota Motion Computing Motorola Solutions Movea MPak MS - Cash Drawer MSE MSI Notebook MSS Software Multi-link Muratec Mutare N-Able Nanonation National Service Center Ncipher Envoy NCP NDS Surgical Imaging Nearpod NEC NEC Corporation of America NEC Display Solutions NEC Servers NEC Software NEC Storage Nervepoint Neschen Americas NET NetAccess Netcomm Netgear Netis Systems Netlib Netmotion Netop Netscout Netsparker Network Equipment Technologies Netwrix Neverware Newell Co-Sanford Nexenta NexGen Nicware/Niclabel Niko Electionics Nimboxx Nimbus Data Systems Nitro PDF Noble Locks Nodeprime Nor-Tech Norcent Notable Solutions, Inc. Nova Development Novastor Novatel Wireless Novuscell Batteries Now Micro Nuance Communications Nuance Dragon Medical Nvidia O’Neil Printers O2 Security Objectworld OCSystems Octa OCZ Technology ODIN Technologies Okidata Olea OLIXIR Envoy Oncore Power Systems OnCue OneWorldTouch OnSSI Onyx Graphics Inc Open-E Opengear Open-Xchange Optoma Original Power Otto Overland Storage Oxcyon Packaging Strategies Packet 8 Paessler Panasonic Panasonic Communications Panasonic Consumer - Security Panasonic Pro Video Panasonic Projectors Panasonic Toughbooks Panda Security Pannin Panorama Antenna Pantone Solutions Papago Para Sys. Inc. Paragon Software Parallels Partner Tech Patriot Memory Patrol PC Paxton Access Payoda PDUs Direct Peerless Industries Pelican Pentaho Perfect Fit PeripheralLogix PEXAGON Pexagon Tech PGI Pharos Science and Application Philips Phonic Ear Photo Shelter Pica8 Pivot3 Planar Plantronics Plasmon Optical Media Plextor Plexxi Plumgrid Plus Technologies PNY Point A Technologies Policy Medical Polyvision/Steelcase POSBank USA POSH Manufacturing Positron Posturite Powercart Powergistics Powervar Precise Biometrics Envoy PrehKeyTec Premium Compatibles Precision Dynamics Corp Prestige International Preton Prime View Printek Printer-Logic Printronix Private Label Media Proline Promethean Promisec Protect Computer Products Protect Covers Proxima RF PSC Psion Puppet Labs Pure Orange Q-See Qlogic Qualtrax Quanmax Quanta Quantum Quark Quartet Quatech Quatrro Quest International Quest/Totoku Quick Quality Cabinets Qumu Radaptive Radiant Logic Rain Design RAM Mounts Rapid7 RCR International Ready Dock Red Hat RedGate Software Reed Elsevier Inc. Reflexion ReLaunch Aggregator ReplayXD Retrospect Rhino Technology Group Rhinotek Ricoh Ridgeline Technology RidgeLogic Rise Vision Digital Signage RJS Software RLE Robinson Win Word Robobak Roccat Rocky Mountain Ram Rocstor Roper Mobile Technology Rose Electronics Royal Consumer Products RSPA (Sungale) RSPA, Inc RT Sales Rubbermaid Medical Ruckus Wireless Safe-T Safety Vision Sagemcom Samsung Sandisk Sanyo Sanyo Denki SAP Sapien Technologies SATO Savin Scala Scale Computing Science Logic SCM Microsystems Envoy SCO Group Scosche SCP Screenrag Seagate 4.H.f Packet Pg. 289 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) SYNNEX13434 | 11/25/15 2015 LINE CARD (CONT.) Copyright 2015 SYNNEX Corporation. All rights reserved. SYNNEX, the SYNNEX Logo and all other SYNNEX company, product and services names and slogans are trademarks or registered trademarks of SYNNEX Corporation. SYNNEX and the SYNNEX Logo Reg. U.S. Pat. & Tm. Off. Other names and marks are the property of their respective owners. Contact Us: 1.800.456.4822 www.synnex.com SealShield SecPod Seiko Instruments Seiko Instruments USA Sen.se Sena Cases Sencore Inc. Sengled Sennheiser Senkatel Sentry360 ServerTech Services Sharp Sharegate Shaun Jackson Design Shivnet Shuttle Computer Shuttle Security SI Screens (Screen Innovations) Sierra Wireless Sigma Photo Signagelive Signix SIIG Silex Simply NUC Simple8 SIOS Technology, Inc SKB Cases Skin-It Smart AVI Smart Modular SmartPower Systems Smith Enterprises SMK-Link SOFTEX SoftLayer Software & Peripherals Software Shelf Solarflare Solarwinds Sole Source Technology Solidfire Solid Line Products SOLO Sonic Foundry Sonicwall Sonitronix Sony Sony Chemicals Sony Content Capture Solutions Sony Creative Software Sony Professional Monitors Sony Projectors Sony ProSumer Displays SP Controls Space Saving Solutions Spark Integration Spectracom Spectrum Business Spectrum Corporation Speechswitch Sphere3D SPIKES Spracht SPRACHT Sprinxle SSE Technologies SSG Consulting SSH Stadia Media Star Micronics Startech Startech.com STEC Steganos Stelle Stephen Gould Corp. Still Secure StorageCraft StorageTek StorMagic Stormboard Stratus Stulz Air SugarCRM Summa Inc Supermicro Swiftpage Swingline Swyx Syam Syba Multimedia Sychron Sychron Symantec Symantec Hosted Services Symbee SyncroSoft Synel Industries Syntax-Brillian Syntela System Design Advantage Systran TAA Products TABLETMedia Tablet Kiosk TAG / Technology Advancement Group TAG Global Systems Take Charger Talis Data Systems Tandberg Tandesa Tannoy Targus Tasq TCP Wave TDK TEAC Teamboard Team Viewer Tech Global Techguard Security Technologies LTD. Tech Products 360 Techsmith Tegile TEKLYNX International Telephonetics Teles TelWorx Tely Labs Tempest Lighting Tenergy Teradici TeraMedica Teras Thecus The Joy Factory Thermal Take ThreatTrack Time Warner Business Titan Radio Tommo Toolfarm Toopher Top Patch Toshiba Toshiba Digital Display Solutions Toshiba Security Toshiba-Tec Total Computing Solutions Total Defense Total Micro Totoku Motor Touch Systems TPG TP Link Tracewell Systems Tracker Software Track Scan Transcend Information Tranxition Tremolo Security TRENDnet Trenton Systems TRG Group (Wenger/SwissGear) Trident Systems Tripp Lite Trisys TSC Ttuff Technologies Turtle by Perm-A-Store TVS (Eversun– Technologies) Twinhead Tyan Tycon Power Ultra Products Uniform Industrial Corp Unify Unitech America Universal Devices Uniwide Unotron UNXIS (SCO) Unytouch Manufacturing/Firebox Upcycle Goods UPEK Uptime Devices Urban Armor Gear US Robotics USSI Utimaco Utility Associates Valcom VanDyke Software Vantage Point Vantec VARCommerce Varonis VDO360 Veilux Veracity Verbatim Verizon Victorinox Victory Multimedia Videxio Viewer Central ViewSonic VIO Vircom Virsto Virtuu Visage Mobile Visioneer VisionMAX Vision Wireless Visix Vistaquest VM Electronics Vtech VuPoint VuRyte VXI VXL Instruments Warp Mechanics Wasp Bar Code Watchguard Wave Systems WD, a Western Digital Company Webroot Weltron WePresent Westinghouse West Penn Wire White Label Document Services WhyGosh WI-EX Williams Software - Smartrack Wincor Nixdorf WinMagic Winston International Wiresoft Wirexpress Wizard Wall Wolters Kluwer Health Wombat Women In Bags / Fabrique Woodware Furniture Worthington Distribution Woven Systems Wyse X-IO X-Rite Incorporated Xerox Xerox Scanner XFX Xi3 XPand Cinema Xplore Technologies Xsigo XtremeMac YouSendIt Zend Technologies Zettaset Ziften Technologies Zimbra Zinstall ZlagoZLINE Zmanda Zotac ZTE ZyXel 4.H.f Packet Pg. 290 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.f Packet Pg. 291 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.f Packet Pg. 292 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.f Packet Pg. 293 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.f Packet Pg. 294 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) 4.H.f Packet Pg. 295 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response ##ADSPO16-00005829 Attachment C: Cost Proposal 1 Attachment C: Cost Proposal Insight’s proposed pricing for software, as outlined in Attachment C1 – Pricing Summary Sheet, is based on a cost plus percentage above Reseller Cost, which is the price that Insight pays the Publisher or Distributor to purchase software on behalf of the Participating State or Purchasing Entity. Insight’s cost for purposes of this RFP does not include any administrative or other mark-up costs. Additionally, our proposed pricing is inclusive of all costs associated with the responsibilities and related services, including but not limited to, freight and delivery, cost of materials and product, travel expenses, transaction fees, overhead, profits, and other costs or expenses incidental to Insight’s performance. Insight’s proposed pricing for basic installation, training and maintenance is outlined in Attachment C2 – Pricing Summary Sheet – Services, and includes labor rates for key job roles. Additionally, Insight has provided proposed pricing for Global Knowledge training services as well as our Software Asset Management (SAM) License Reconcialiation Services (LRS) which includes tiered pricing based on device count. All cost plus percentages and labor/device rates offered by Insight shall be guaranteed for the term of the Master Agreement, and any request for percentage or labor/device rate adjustments following the initial Master Agreement term shall be done in accordance with Section 6 of the NASPO ValuePoint Master Agreement Terms and Conditions. For both software and services, Insight’s proposed pricing is a not-to-exceed amount and Insight reserves the right to lower the price to the specific Participating State or Purchasing Entity based on individual volume buys. Insight has provided a percentage markup rate for each of the Key and Other Itemized Publishers listed on Attachment C1-Pricing Summary Sheet. Insight either has a current direct reseller relationship with the publisher, has access to the publisher via a distribution relationship, or is in the process of entering into a reseller relationship with the publisher either directly or through a distributor. Insight’s reputation in the industry and financial stability provides us the ability to enter in to new publisher partnerships as needs arise. As market conditions change, Participating States and Purchasing Entities can be assured that Insight’s contractual pricing under the Master Agreement will automatically reflect these changes. Insight’s highly sophisticated supply chain management tools provide Insight up-to-the minute pricing with all major publishers and distributors, and this dynamic approach to pricing allows end users to enjoy the best possible pricing available. Additionally, our public sector contract module ensures that Participating States and Purchasing Entities receive the correct contract pricing up front and automatically. Any cost changes will be managed and documented over the life of the Master Agreement through Insight’s backend ERP system. Upon notification from publishers and our distribution partners, cost changes are immediately updated in Insight’s backend ERP system and automatically reflected in any purchase made by a Participating State or Purchasing Entity. 4.H.f Packet Pg. 296 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) ATTACHMENT C1 - PRICING SUBMISSION SHEET NASPO VALUEPOINT SOFTWARE VALUE-ADDED RESELLER (SVAR) MARKUP/DOWN 2 1 The price to Authorized Purchaser  (AP) is calculated using the  following formula: "Reseller Cost"  + ("Reseller Cost" x  "Markup/down") ADOBE 1.00%PROPOSER INSTRUCTIONS: CITRIX 1.00% MICROSOFT 0.50% NOVELL 1.00% SYMANTEC 1.00% VMWARE 1.00% AI SQUARED 1.25% AIRWATCH MOBILE DEVICE MANAGEMENT VMWARE 1.25% ALLIANCE ENTERPRISES 1.25% APPLE 1.25% ATTACHMATE – MICROFOCUS 1.25% AUTODESK 1.25% AUTONOMY – HP 1.25% BAKBONE – DELL 1.25% BARRACUDA 1.25% BOMGAR REMOTE SOFTWARE 1.25% CA TECHNOLOGIES 1.25% CISCO 1.25% COMPUTRONIX USA 1.25% COMPUWARE 1.25% COREL 1.25% DOUBLETAKE 1.25% EMC 1.25% ENCHOICE 1.25% ESET 1.25% ESRI 1.25% FREEDOM SCIENTIFIC 1.25% GUARDIAN EDGE – SYMANTEC 1.25% GW MICRO 1.25% IBM 1.25% ICM CONVERSIONS 1.25% INFOR 1.25% INTERMEDIX EMSYSTEMS 1.25% HP 1.25% HUMANWARE 1.25% INFORMATION BUILDERS 1.25% KRONOS SOFTWARE 1.25% LANDESK 1.25% LASERFISCHE 1.25% LIQUIDWARE STATUSPHERE 1.25% MICROFOCUS INC 1.25% MINJET 1.25% Enter a percentage markup or  markdown for each line in  column D.  This is the  markup/down at which  proposer is offering to  provide the stated publishers'  titles.  Percentages may be  listed to two decimal points.KEY ITEMIZEDOTHER ITEMIZEDPUBLISHERS Proposer must be certified as a direct reseller for all Key Itemized  publishers.  Direct reseller certification is preferred for Other Itemized  publishers 4.H.f Packet Pg. 297 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) ATTACHMENT C1 - PRICING SUBMISSION SHEET NASPO VALUEPOINT SOFTWARE VALUE-ADDED RESELLER (SVAR) MPS 1.25% MQSOFTWARE – BMC SOFTWARE 1.25% NCIRCLE 1.25% NETOP 1.25% NUANCE 1.25% ORACLE 1.25% OSAM 1.25% PASSPORT 1.25% PATCHLINK 1.25% PROOFPOINT 1.25% RSA SECURITY 1.25% REFERENCIA SYSTEMS 1.25% SAP AMERICA 1.25% SAS 1.25% SOLUTIONS SOFTWARE 1.25% SOPHOS 1.25% SPLUNK SOFTWARE 1.25% STASEEKER NETWORK INFRASTRUCTURE MONITORING 1.25% STELLENT – ORACLE 1.25% SUNGUARD 1.25% SYBASE 1.25% TECHSMITH 1.25% TREND MICRO 1.25% TRUSTWARE 1.25% ULTRABAC 1.25% VORMETRIC 1.25% WEBSENSE 1.25% any other non‐listed publisher 3.75% 4.H.f Packet Pg. 298 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) ATTACHMENT C2 - PRICING SUBMISSION SHEET - SERVICES NASPO VALUEPOINT SOFTWARE VALUE-ADDED RESELLER (SVAR) Service being Offered as a Separate Charge Rate Unit of Measure Service Labor Category Business Analyst I $ 67.63 Per Hour Service Technician $ 67.63 Per Hour Business Analyst II $ 74.26 Per Hour Service Technician Sr. $ 74.26 Per Hour Supervisor Services $ 88.84 Per Hour Business Analyst Sr. $ 88.84 Per Hour Engineer $ 100.78 Per Hour Engineer Sr. $ 140.56 Per Hour Manager Services $ 165.75 Per Hour Project Coordinator $ 198.90 Per Hour Consultant I $ 198.90 Per Hour Consultant II $ 218.40 Per Hour Consultant Sr. $ 218.40 Per Hour Project Coordinator Sr. $ 222.77 Per Hour Senior Manager Services $ 222.77 Per Hour Architect I $ 245.31 Per Hour Manager Programs $ 245.31 Per Hour Project Manager $ 245.31 Per Hour Architect II $ 271.83 Per Hour Project Manager Sr. $ 271.83 Per Hour Architect Sr. $ 298.35 Per Hour Specialty $ 430.95 Per Hour Global Knowledge Training Services Cost Plus Reseller Cost Global Knowledge Training Course 7.50% Per Training Class 4.H.f Packet Pg. 299 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) ATTACHMENT C2 - PRICING SUBMISSION SHEET - SERVICES NASPO VALUEPOINT SOFTWARE VALUE-ADDED RESELLER (SVAR) License Reconciliation Service (*One Publisher) Device (PC + Server) Count One-Publisher LRS Price Pricing Type 1-350 (Fixed Fee) $ 3,000.00 Fixed Fee 351-600 (Fixed Fee) $ 5,000.00 Fixed Fee 601-1,199 $ 8.60 Per Device 1,200-2,399 $ 5.30 Per Device 2,400-3,999 $ 4.90 Per Device 4,000-5,999 $ 4.30 Per Device 6,000-9,999 $ 3.50 Per Device 10,000-14,999 $ 3.00 Per Device 15,000-50,000 $ 1.70 Per Device Instructions: 1. Under Column A. Service being Offered as a Separate Charge - State the name of the Service and provide a description of the Service. 2. Under Column B. indicate Rate 3. Under Column C. indicate Unit of Measure (e.g. Per Hour, Per Project, Per Month, etc.) This tiered pricing includes analysis and reconciliation of purchase history and instllation data for one publisher. It does not include costs for help with identifying what is installed on the devices. Software discover costs would be extra. 4.H.f Packet Pg. 300 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response ##ADSPO16-00005829 Attachment D: Executive Summary 1 Attachment D: Executive Summary Solicitation Objectives Insight understands that the State of Arizona (“AZ”), State Procurement Office, is in the process of selecting one or more Value Added Resellers (“VAR”) to serve Participating States (“State”) and Purchasing Entities (“Entity”) of the NASPO ValuePoint Coop eration Purchasing Program (“NASPO ValuePoint”) Software Value Added Reseller Services contract. Insight Solutions Insight would like to thank the State of AZ State Procurement Office and NASPO ValuePoint for the opportunity to submit the enclosed respons e for providing Commercial-Off-the-Shelf Software (COTS), volume licensing and required support services outlined in the Scope of Work (SOW). NASPO ValuePoint can benefit from a continuing partnership with Insight because our IT solutions are designed with our public and private sector clients in mind. Our process knowledge, product fulfillment, and logistics capabilities, along with our management tools and expertise, make managing IT solutions easier while helping you control your IT costs. Based on your RFP SOW, we are prepared to offer NASPO ValuePoint the following: Capacity of Offeror For over 25 years Insight has provided clients in both the public and private sector with pre-and post-sales software licensing support. Our experience will benefit NASPO ValuePoint, States and Entities, because we have successfully solved IT issues for thousands of similar public sector clients, and have a deep understanding of the ins and outs of publisher programs. We have described our experience throughout our offer.  Financial Stability: We appreciate how critical it is for any public sector client to choose partners who are financially stable and who are in a position to manage and process PO s of any size. Insight’s sales were $5.3 billion in 2014. We have fulfilled some of the largest public sector contracts. We know this capacity is important to your contract States and Entities.  Breadth of Software Products: Leveraging our longstanding publisher relationships, we offer aggressive pricing for over 18,000 software titles. We can manage and track standard and non‐standard software license agreements and reduce compliance risk and overhead. In addition, we mitigate any delay associated with acquiring and maintaining software from emerging publishers. We currently support a broad scope of COTS software contracts in the public sector.  Licensing Expertise: Insight’s core competency around software is our licensing expertise. This is not just a “value-add” we provide, or one of many services we offer; this is part of who we are. As such, we have developed a depth of expertise regarding all the leading publishers. All participants in the NASPO ValuePoint contract will benefit from this knowledge, whether it be through the day-to-day advice on the best way to purchase products, the explanation of different licensing options, the understanding of public sector special requirements that Insight provides, or, most importantly, by having a team to work with during the complete software licensing lifecycle.  Dedicated Resources: Insight Public Sector is solely focused on the needs of state and local government including public safety agencies and educational institutions. Our Account Teams build strong relationships and invest in learning about your environment and challenges. Our experience has taught us how to provide excellent service via teams of dedicated and well - trained individuals who ensure each entity on the NASPO ValuePoint contract receives the individual attention they require. 4.H.f Packet Pg. 301 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response ##ADSPO16-00005829 Attachment D: Executive Summary 2 Experience As evidence of our many years of experience, we were awarded Microsoft’s 2014 Federal and Global LSP of the Year. We hold the highest certifications for all top publishers and have received multiple awards. Insight Public Sector will bring our publisher partners to the table at every possible opportunity to work collaboratively on activities such as contract marketing, participation in technology conferences, webinars and more. Combining Insight Public Sector resources with the resources of our publisher partners, we will reach more Participating States and Purchasing Entities with our powerful value proposition. These partnerships afford your participants with the opportunity to reduce costs by reducing the number of vendors you need to manage. Methodology  Processes and Tools: Insight has developed and refined processes around compliance, operations, eProcurement and account management. We have described in detail throughout our response the specific results that your participants can expect and, more importantly, how we deliver those results.  In short—Insight’s methodology is designed to meet your needs, save you money, and provide you with services that support your software infrastructure. We understand how difficult managing these products can be, which is why Insight Public Sector has developed processes and tools that are dedicated to simplifying the management of your software environment. Using our years of experience managing software products, Insight Public Sector will enable NAPSO ValuePoint partic ipants to save time, money and resources, which in turn gives them more time, money, and resources to conduct their business and serve their constituents.  People: Experience has taught us that the best tools and processes are useless without experienced people to implement them. Insight has the best, most certified and professional people in the industry. Each employee at Insight either supports clients directly, or supports someone else who does; we are all equally committed to your satisfaction and success. Conclusion It is our belief that the requirements outlined in the SOW and the information Insight has provided in our response make a compelling proposition for NASPO ValuePoint to select Insight to participate in this contract. Insight has continuously evolved and grown as the IT industry has changed. We provide significant value in IT procurement and management assistance to government and educational entities. Our core competencies, key advantages, past experience, and customer testimonials as presented throughout our response give evidence to our commitment to ensuring that Participating States and Purchasing Entities, current and future, receive the most value out of their software investments-while decreasing their Total Cost of Ownership. We have proven our competence to our clients, and believe we can exceed your expectations. 4.H.f Packet Pg. 302 Attachment: 5 - Insight Master Agreement (2470 : Beyond Trust Elevated Privilege Manager - Authorize) Insight RFP Response NASPO ValuePoint RFP for Master Agreement for Software Value-Added Reseller (SVAR) Services December 17, 2015 Request for Proposal Response ##ADSPO16-00005829 Attachment C: Cost Proposal 1 Attachment C: Cost Proposal Insight’s proposed pricing for software, as outlined in Attachment C1 – Pricing Summary Sheet, is based on a cost plus percentage above Reseller Cost, which is the price that Insight pays the Publisher or Distributor to purchase software on behalf of the Participating State or Purchasing Entity. Insight’s cost for purposes of this RFP does not include any administrative or other mark-up costs. Additionally, our proposed pricing is inclusive of all costs associated with the responsibilities and related services, including but not limited to, freight and delivery, cost of materials and product, travel expenses, transaction fees, overhead, profits, and other costs or expenses incidental to Insight’s performance. Insight’s proposed pricing for basic installation, training and maintenance is outlined in Attachment C2 – Pricing Summary Sheet – Services, and includes labor rates for key job roles. Additionally, Insight has provided proposed pricing for Global Knowledge training services as well as our Software Asset Management (SAM) License Reconcialiation Services (LRS) which includes tiered pricing based on device count. All cost plus percentages and labor/device rates offered by Insight shall be guaranteed for the term of the Master Agreement, and any request for percentage or labor/device rate adjustments following the initial Master Agreement term shall be done in accordance with Section 6 of the NASPO ValuePoint Master Agreement Terms and Conditions. For both software and services, Insight’s proposed pricing is a not-to-exceed amount and Insight reserves the right to lower the price to the specific Participating State or Purchasing Entity based on individual volume buys. Insight has provided a percentage markup rate for each of the Key and Other Itemized Publishers listed on Attachment C1-Pricing Summary Sheet. Insight either has a current direct reseller relationship with the publisher, has access to the publisher via a distribution relationship, or is in the process of entering into a reseller relationship with the publisher either directly or through a distributor. Insight’s reputation in the industry and financial stability provides us the ability to enter in to new publisher partnerships as needs arise. As market conditions change, Participating States and Purchasing Entities can be assured that Insight’s contractual pricing under the Master Agreement will automatically reflect these changes. Insight’s highly sophisticated supply chain management tools provide Insight up-to-the minute pricing with all major publishers and distributors, and this dynamic approach to pricing allows end users to enjoy the best possible pricing available. Additionally, our public sector contract module ensures that Participating States and Purchasing Entities receive the correct contract pricing up front and automatically. Any cost changes will be managed and documented over the life of the Master Agreement through Insight’s backend ERP system. Upon notification from publishers and our distribution partners, cost changes are immediately updated in Insight’s backend ERP system and automatically reflected in any purchase made by a Participating State or Purchasing Entity. 4.H.g Packet Pg. 303 Attachment: 6 - Insight Cost Proposal (2470 : Beyond Trust Elevated Privilege Manager - Authorize) MARKUP/DOWN 2 1 The price to Authorized Purchaser (AP) is calculated using the following formula: "Reseller Cost" + ("Reseller Cost" x "Markup/down") ADOBE 1.00% CITRIX 1.00% MICROSOFT 0.50% SYMANTEC 1.00% VMWARE 1.00% AI SQUARED 1.25% ALLIANCE ENTERPRISES 1.25% APPLE 1.25% AUTODESK 1.25% BARRACUDA 1.25% BMC SOFTWARE 1.25% CA TECHNOLOGIES 1.25% CISCO 1.25% COMPUTRONIX USA 1.25% COMPUWARE 1.25% COREL 1.25% DELL EMC 1.25% ENCHOICE 1.25% ESET 1.25% ESRI 1.25% FORCEPOINT 1.25% HP 1.25% HUMANWARE 1.25% IBM 1.25% ICM CONVERSIONS 1.25% INFOR 1.25% INFORMATION BUILDERS 1.25% INTERMEDIX EMSYSTEMS 1.25% IVANTI INC 1.25% KRONOS SOFTWARE 1.25%KEY ITEMIZEDER ITEMIZEDPUBLISHERS Proposer must be certified as a direct reseller for all Key Itemized publishers. Direct reseller certification is preferred for Other Itemized publishers Attachment C1Insight Public Sector, Inc.NASPO ValuePoint Software Value Added Reseller Contract #ADSPO16-138244 4.H.g Packet Pg. 304 Attachment: 6 - Insight Cost Proposal (2470 : Beyond Trust Elevated Privilege Manager - Authorize) MARKUP/DOWN 2 1 The price to Authorized Purchaser (AP) is calculated using the following formula: "Reseller Cost" + ("Reseller Cost" x "Markup/down") PUBLISHERS Proposer must be certified as a direct reseller for all Key Itemized publishers. Direct reseller certification is preferred for Other Itemized publishers LASERFISCHE 1.25% LIQUIDWARE STATUSPHERE 1.25% MICROFOCUS INC 1.25% MPS 1.25% NETOP 1.25% NUANCE 1.25% ORACLE 1.25% PASSPORT 1.25% PATCHLINK 1.25% PROOFPOINT 1.25% RSA SECURITY 1.25% REFERENCIA SYSTEMS 1.25% SAP AMERICA 1.25% SAS 1.25% SOLUTIONS SOFTWARE 1.25% SOPHOS 1.25% SPLUNK SOFTWARE 1.25% STATSEEKER NETWORK INFRASTRUCTURE MONITORING 1.25% TECHSMITH 1.25% TREND MICRO 1.25% TRUSTWARE 1.25% ULTRABAC 1.25% VORMETRIC 1.25% any other non-listed publisher 3.75%OTH 4.H.g Packet Pg. 305 Attachment: 6 - Insight Cost Proposal (2470 : Beyond Trust Elevated Privilege Manager - Authorize) ATTACHMENT C2 - PRICING SUBMISSION SHEET - SERVICES NASPO VALUEPOINT SOFTWARE VALUE-ADDED RESELLER (SVAR) Service being Offered as a Separate Charge Rate Unit of Measure Service Labor Category Business Analyst I $ 67.63 Per Hour Service Technician $ 67.63 Per Hour Business Analyst II $ 74.26 Per Hour Service Technician Sr. $ 74.26 Per Hour Supervisor Services $ 88.84 Per Hour Business Analyst Sr. $ 88.84 Per Hour Engineer $ 100.78 Per Hour Engineer Sr. $ 140.56 Per Hour Manager Services $ 165.75 Per Hour Project Coordinator $ 198.90 Per Hour Consultant I $ 198.90 Per Hour Consultant II $ 218.40 Per Hour Consultant Sr. $ 218.40 Per Hour Project Coordinator Sr. $ 222.77 Per Hour Senior Manager Services $ 222.77 Per Hour Architect I $ 245.31 Per Hour Manager Programs $ 245.31 Per Hour Project Manager $ 245.31 Per Hour Architect II $ 271.83 Per Hour Project Manager Sr. $ 271.83 Per Hour Architect Sr. $ 298.35 Per Hour Specialty $ 430.95 Per Hour Global Knowledge Training Services Cost Plus Reseller Cost Global Knowledge Training Course 7.50% Per Training Class 4.H.g Packet Pg. 306 Attachment: 6 - Insight Cost Proposal (2470 : Beyond Trust Elevated Privilege Manager - Authorize) ATTACHMENT C2 - PRICING SUBMISSION SHEET - SERVICES NASPO VALUEPOINT SOFTWARE VALUE-ADDED RESELLER (SVAR) License Reconciliation Service (*One Publisher) Device (PC + Server) Count One-Publisher LRS Price Pricing Type 1-350 (Fixed Fee) $ 3,000.00 Fixed Fee 351-600 (Fixed Fee) $ 5,000.00 Fixed Fee 601-1,199 $ 8.60 Per Device 1,200-2,399 $ 5.30 Per Device 2,400-3,999 $ 4.90 Per Device 4,000-5,999 $ 4.30 Per Device 6,000-9,999 $ 3.50 Per Device 10,000-14,999 $ 3.00 Per Device 15,000-50,000 $ 1.70 Per Device Instructions: 1. Under Column A. Service being Offered as a Separate Charge - State the name of the Service and provide a description of the Service. 2. Under Column B. indicate Rate 3. Under Column C. indicate Unit of Measure (e.g. Per Hour, Per Project, Per Month, etc.) This tiered pricing includes analysis and reconciliation of purchase history and instllation data for one publisher. It does not include costs for help with identifying what is installed on the devices. Software discover costs would be extra. 4.H.g Packet Pg. 307 Attachment: 6 - Insight Cost Proposal (2470 : Beyond Trust Elevated Privilege Manager - Authorize) INFORMATION TECHNOLOGY DEPARTMENT Mike Carrington 220 Fourth Avenue South Kent, WA 98032-5895 253-856-4600 DATE: October 27, 2020 TO: Kent City Council - Committee of the Whole SUBJECT: Canon Solutions of America - New MFD - Authorize MOTION: Authorize the Mayor to sign a purchase agreement with Canon Solutions of America, Inc. to replace the City’s existing print, scan, and copy devices, subject to the terms of a cooperative purchasing agreement entered into between Canon and DuPage County, Illinois through “Omnia Partners, Public Agencies,” and to maintain those new devices through September 30, 2023, or such later contract term as the parties to the master cooperative purchasing agreement may agree, subject to final terms and conditions acceptable to the IT Director and City Attorney. SUMMARY: The city of Kent currently has 62 multi-functional devices deployed (copiers or MFDs) that are at their end of life and are currently under support through Canon Financial Services at $11,683.23 per month. As the cost of supporting the MFDs continues to rise as they age, it is in the city’s best interest to replace the aging fleet. This will reduce the service calls, downtime as well as the overall expense to the city. Below is an outline of the estimated three-year cost. The lease is a fixed price and is predictable, however, the click-charges and property tax are only estimates based on previous costs. Lease Amount- 36-month FMV lease (Per attached Schedule A) $ 308,388.60 Estimated Click Charges $ 216,000.00 Estimated Property Tax $ 18,000.00 Sub total $ 542,388.60 Sales Tax $ 54,238.86 $ 596,627.46 Omnia Partners, Public Agencies, is a cooperative purchasing organization for public sector procurement. In 2018, Omnia Partners merged National Intergovernmental Purchasing Alliance Company (NIPA) and US Communities to become the nation’s largest cooperative purchasing organization in public sector procurement. The City of Kent had previously been a member of each of those separate entities and is now 4.I Packet Pg. 308 a member of Omnia Partners. Through the purchasing cooperative, a public agency competitively bids and negotiates a master agreement to be used by that lead public agency, but also by all other public agencies who are members of the purchasing cooperative. It is often more advantageous for the City to purchase through a cooperative, particularly for tech-related purchases, as the purchasing power of the cooperative allows the lead public agency to negotiate more favorable terms than the City would likely receive negotiating on its own. BUDGET IMPACT: IT currently has a budget line item for the monthly lease expenses. Each department does have budget for their monthly click charges. SUPPORTS STRATEGIC PLAN GOAL: Innovative Government - Delivering outstanding customer service, developing leaders, and fostering innovation. Evolving Infrastructure - Connecting people and places through strategic investments in physical and technological infrastructure. Thriving City - Creating safe neighborhoods, healthy people, vibrant commercial districts, and inviting parks and recreation. Sustainable Services - Providing quality services through responsible financial management, economic growth, and partnerships. Inclusive Community - Embracing our diversity and advancing equity through genuine community engagement. ATTACHMENTS: 1. Kent WA (City of) PO and Equipment Schedule v3 (PDF) 2. Master Agreement- Attachment 1 (PDF) 3. Original_RFP_Document_Final_RFP18020LG- Attachment 2 (PDF) 4. Kent WA (City of) Purchase Agreement CSA Signed (PDF) 4.I Packet Pg. 309 Attachment 3 Canon Remit:Bill to: Copier Location: Canon Financial Services City of Kent See Attached Equipment Schedule A 14904 Collections Center Drive 220 4th Ave S Chicago, IL 60693 Kent WA 98032 Attn: 8,566.35$ Sales Tax (10%)856.64$ Total 9,422.99$ Net 30 Payment terms/ 36 month FMV copier operating lease Property Taxes included Service & Supplies All BW images $0.0059 per page All Color images $.039 per page Period of Performance: 36 months from installation Maintenance Agreement: Includes all parts, labor, service & supplies (except paper & staples) Meter Reading Option- iW Remote Base & Excess Billing Cycle- Monthly Coverage Plan- Fleet Price Plan- Fixed (signature) Date City of Kent PO # ________________________ Monthly Lease Amount- 36 month FMV lease (Per attached Schedule A) Notwithstanding any provision of this Purchase Order to the contrary, the terms of the parties' Purchase Agreement, dated XX/XX/XXXX controls and the use of this Purchase Order is for Customer's administrative convenience only. 4.I.a Packet Pg. 310 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 Canon imageRUNNER ADVANCE C5550i lll Equip Location:CD Community Dev/ CDC Permit Ctr Elevator Y High Capacity CFU-A1 400 Gowe St, 1st Floor (Centennial Ctr) Kent WA Stairs N Staple Finisher- Y1 Kimberlee McArthur Buffer Pass Unit- L1 253-856-5307 2/3 Hole Punch- A1 IC Card Reader Attachment- C2 ESP Power filter 20A Qty Total 36 Mo FMV lease amount plus sales tax 160.71$ 1 160.71$ Canon imageRUNNER ADVANCE C5550i lll Location:FN- Finance Customer Services Elevator Y High Capacity CFU-A1 400 Gowe St, 1st Floor (Centennial Ctr) Kent WA Stairs N Staple Finisher- Y1 Kim Metcalf Buffer Pass Unit- L1 253-856-5219 IC Card Reader Attachment- C2 ESP Power filter 20A Qty Total 36 Mo FMV lease amount plus sales tax 152.48$ 1 152.48$ Canon imageRUNNER 1643iF Location:CD Community Dev/ CDC Permit Ctr Elevator Y ESP Power filter 15A 400 Gowe St, 1st Floor (Centennial Ctr) Kent WA Stairs N Kimberlee McArthur 253-856-5307 Qty Total 36 Mo FMV lease amount plus sales tax 36.10$ 1 36.10$ Canon imageRUNNER 1643iF Equip Location:FN- Finance Customer Services Elevator Y Paper Feeder PF- C1 400 Gowe St, 1st Floor (Centennial Ctr) Kent WA Stairs N ESP Power filter 15A Kim Metcalf 253-856-5219 Qty Total 36 Mo FMV lease amount plus sales tax 41.17$ 1 41.17$ City of Kent -Schedule A to PO #: _______________________ 2 of 20 4.I.a Packet Pg. 311 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER ADVANCE C5535i lll Location:PK- Parks/ PKF Facilities Mgmt Elevator Y Cassette Feed Unit- AM1 400 Gowe St, 1st Floor (Centennial Ctr) Kent WA Stairs N Inner Finisher- H1 Nancy Clary Super G3 Fax- AS2 253-856-5084 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 127.60$ 1 127.60$ Canon imageRUNNER ADVANCE C5535i lll Location:PW- Public Works Admin Elevator Y Inner Finisher- H1 400 Gowe St, 2nd Flr (Centennial Ctr) Kent WA Stairs N Super G3 Fax- AS2 Cheryl Viseth Cabinet Type N 253-856-5504 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 117.99$ 1 117.99$ Canon imageRUNNER ADVANCE C5535i lll Location:PW- Public Works Admin Elevator Y High Capacity CFU-A1 400 Gowe St, 2nd Floor (Centennial Ctr) Kent WA Stairs N Inner Finisher- H1 (Delivery Contact) Inner 2/3 Hole Punch- B1 253-856- Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 140.93$ 1 140.93$ 3 of 20 4.I.a Packet Pg. 312 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER ADVANCE C5540i lll Location:PW- Public Works Admin Elevator Y Cassette Feed Unit- AM1 400 Gowe St, 2nd Floor (Centennial Ctr) Kent WA Stairs N Staple Finisher- Y1 Cheryl Viseth 2/3 Hole Punch- A1 253-856-5504 Buffer Pass Unit- L1 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 165.40$ 1 165.40$ Canon imageRUNNER ADVANCE C5560i lll Equip Location:PW- Public Works Environmental Engineering Elevator Y Cassette Feed Unit- AM1 400 Gowe St, 2nd Floor (Centennial Ctr) Kent WA Stairs N Paper Deck Unit- F1 Cheryl Viseth Staple Finisher- Y1 253-856-5504 2/3 Hole Punch- A1 Buffer Pass Unit- L1 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 20A Qty Total 36 Mo FMV lease amount plus sales tax 226.57$ 1 226.57$ Canon imageRUNNER ADVANCE C5535i lll Equip Location:PW- Construction Elevator Y Cabinet Type N 400 Gowe St, 2nd Floor (Centennial Ctr) Kent WA Stairs N ESP Power filter 15A (Delivery Contact) IC Card Reader Attachment- C2 253-856- Qty Total 36 Mo FMV lease amount plus sales tax 89.98$ 1 89.98$ 4 of 20 4.I.a Packet Pg. 313 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER ADVANCE C5535i lll Location:CD- Economic Comm Development/ Engineering Elevator Y Cassette Feed Unit- AM1 400 Gowe St, 3rd Floor (Centennial Ctr) Kent WA Stairs N Inner Finisher- H1 Julie Pulliam Inner 2/3 Hole Punch- B1 253-856-5702 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 136.27$ 1 136.27$ Canon imageRUNNER ADVANCE C5540i lll Location:PD- Police Dept/ Detective Unit Elevator Y Cassette Feed Unit- AM1 400 Gowe St, 3rd Floor (Centennial Ctr) Kent WA Stairs N Staple Finisher- Y1 Tim Lontz 2/3 Hole Punch- A1 253-856-5920 Buffer Pass Unit- L1 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 165.40$ 1 165.40$ Canon imageRUNNER ADVANCE C5540i lll Equip Location:PD- Police Dept/ Detective Unit Elevator Y Cassette Feed Unit- AM1 400 Gowe St, 3rd Floor (Centennial Ctr) Kent WA Stairs N Staple Finisher- Y1 Tim Lontz 2/3 Hole Punch- A1 253-856-5920 Buffer Pass Unit- L1 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 165.40$ 1 165.40$ 5 of 20 4.I.a Packet Pg. 314 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER ADVANCE C5560i lll Location:CD- Comm Development/ Planning Svcs Elevator Y Cassette Feed Unit- AM1 400 Gowe St, 3rd Floor (Centennial Ctr) Kent WA Stairs N Staple Finisher- Y1 Julie Pulliam 2/3 Hole Punch- A1 253-856-5702 Buffer Pass Unit- L1 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 20A Qty Total 36 Mo FMV lease amount plus sales tax 200.03$ 1 200.03$ Canon imageRUNNER ADVANCE C5535i lll Location:HR- Human Resources Benefits Elevator Y Cassette Feed Unit- AM1 400 Gowe St, 4th Floor (Centennial Ctr) Kent WA Stairs N Inner Finisher- H1 Jan Hiatt Inner 2/3 Hole Punch- B1 253-856-5270 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 136.27$ 1 136.27$ Canon imageRUNNER ADVANCE C5540i lll Location:FN- Finance- Financial Plng & Payroll Elevator Y High Capacity CFU-A1 400 Gowe St, 4th Floor (Centennial Ctr) Kent WA Stairs N Staple Finisher- Y1 Shauna Brannen 2/3 Hole Punch- A1 253-856-5263 Buffer Pass Unit- L1 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 170.05$ 1 170.05$ 6 of 20 4.I.a Packet Pg. 315 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER ADVANCE C5540i lll Location:FN- Finance Admin Elevator Y High Capacity CFU-A1 400 Gowe St, 4th Floor (Centennial Ctr) Kent WA Stairs N Inner Finisher- H1 Shauna Brannen Inner 2/3 Hole Punch- B1 253-856-5263 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 148.37$ 1 148.37$ Canon imageRUNNER ADVANCE C5550i lll Equip Location:HR- Human Resources Admin Elevator Y Cassette Feed Unit- AM1 400 Gowe St, 4th Floor (Centennial Ctr) Kent WA Stairs N Inner Finisher- H1 Jan Hiatt Inner 2/3 Hole Punch- B1 253-856-5270 Super G3 Fax- -AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 20A Qty Total 36 Mo FMV lease amount plus sales tax 147.55$ 1 147.55$ Canon imageRUNNER ADVANCE C5535i lll Ship To Location:IT- Systems Service Elevator N Cassette Feed Unit- AM1 302 West Gowe St., Kent WA Stairs N Inner Finisher- H1 Quenten Palmer Super G3 Fax- AS2 253-856-4626 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 127.60$ 1 127.60$ 7 of 20 4.I.a Packet Pg. 316 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER ADVANCE C5535i lll Location:IT- Systems Service Elevator N Cassette Feed Unit- AM1 302 West Gowe St, Kent WA Stairs N Inner Finisher- H1 Quenten Palmer Inner 2/3 Hole Puncher- B1 253-856-4626 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 136.27$ 1 136.27$ Canon imageRUNNER ADVANCE C5540i lll Equip Location:AD- Administration/ City Clerk Elevator Y High Capacity CFU-A1 220 4th Ave S, 1st Flr (City Hall) Kent WA Stairs N Inner Finisher- H1 Katy McKee Inner 2/3 Hole Punch- B1 253-856-5726 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 148.37$ 1 148.37$ Canon imageRUNNER ADVANCE C5535i lll Location:AD- Administration/ Mayors Office Elevator Y High Capacity CFU-A1 220 4th Ave S, 2nd Flr (City Hall) Kent WA Stairs N Inner Finisher- H1 Pam Clark Inner 2/3 Hole Punch- B1 253-856-5726 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 140.93$ 1 140.93$ 8 of 20 4.I.a Packet Pg. 317 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER ADVANCE C5535i lll Equip Location:IT- Information Technology Admin Elevator Y Cassette Feed Unit- AM1 220 4th Ave S, 2nd Flr (City Hall) Kent WA Stairs N Inner Finisher- H1 Cheryl Viseth Inner 2/3 Hole Punch- B1 253-856-5504 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 136.27$ 1 136.27$ Canon imageRUNNER ADVANCE C5535i lll Equip Location:PK- Parks Human Services Elevator Y Cassette Feed Unit- AM1 220 4th Ave S, 3rd Flr (City Hall) Kent WA Stairs N Staple Finisher- Y1 Dori Tolbert Buffer Pass Unit- L1 253-856-5075 2/3 Hole Punch- A1 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 157.95$ 1 157.95$ Canon imageRUNNER ADVANCE C5540i lll Location:PK- Parks Admin Elevator Y Cassette Feed Unit- AM1 220 4th Ave S, 3rd Flr (City Hall) Kent WA Stairs N Inner Finisher- H1 Teri Petrole Inner 2/3 Hole Punch- B1 253-856-5101 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 143.71$ 1 143.71$ 9 of 20 4.I.a Packet Pg. 318 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER ADVANCE C5550i lll Location:CA- City Attorney Civil Elevator Y High Capacity CFU-A1 220 4th Ave S, 4th Flr (City Hall) Kent WA Stairs N Staple Finisher- Y1 Cheryl Rolcik-Wilcox 2/3 Hole Punch- A1 253-856-5771 Buffer Pass Unit- L1 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 20A Qty Total 36 Mo FMV lease amount plus sales tax 173.89$ 1 173.89$ Canon imageRUNNER ADVANCE C5550i lll Equip Location:CA- City Attorney Prosecution Elevator Y High Capacity CFU-A1 220 4th Ave S, 4th Flr (City Hall) Kent WA Stairs N IC Card Reader Attachment- C2 Cheryl Rolcik-Wilcox ESP Power filter 20A 253-856-5771 Qty Total 36 Mo FMV lease amount plus sales tax 115.53$ 1 115.53$ Canon imageRUNNER ADVANCE C5540i lll Location:PD- Police Dept Admin Elevator N High Capacity CFU-A1 232 4th Ave S, Kent WA Stairs N Inner Finisher- H1 Sheila Knapp ESP Power filter 15A 253-856-5810 IC Card Reader Attachment- C2 Qty Total 36 Mo FMV lease amount plus sales tax 126.52$ 1 126.52$ Canon imageRUNNER ADVANCE C5540i lll Equip Location:PD- Police Dept Patrol (Bike)Elevator N High Capacity CFU-A1 232 4th Ave S, Kent WA Stairs N Staple Finisher- Y1 Sheila Knapp 2/3 Hole Punch- A1 253-856-5810 Buffer Pass Unit- L1 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 170.05$ 1 170.05$ 10 of 20 4.I.a Packet Pg. 319 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER ADVANCE C5560i lll Location:PD- Police Dept Support Svcs Elevator N High Capacity CFU-A1 232 4th Ave S, Kent WA Stairs N Staple Finisher- Y1 Sheila Knapp 2/3 Hole Punch- A1 253-856-5810 Buffer Pass Unit- L1 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 20A Qty Total 36 Mo FMV lease amount plus sales tax 204.69$ 1 204.69$ Canon imageRUNNER ADVANCE C5550i lll Equip Location:PD- Police Dept Patrol (Report)Elevator N Cassette Feed unit- AM1 232 4th Ave S, Kent WA Stairs N Inner Finisher- H1 Sheila Knapp ESP Power filter 20A 253-856-5810 IC Card Reader Attachment- C2 Qty Total 36 Mo FMV lease amount plus sales tax 125.70$ 1 125.70$ Canon imageRUNNER 1643iF Location:PD- Police Dept/ Corrections Medical Elevator N ESP Power filter 15A 1230 Central Ave S (Corrections Fac) Kent WA Stairs N Mike Armstrong 253-856-5969 Qty Total 36 Mo FMV lease amount plus sales tax 36.10$ 1 36.10$ Canon imageRUNNER ADVANCE C5535i lll Equip Location:PD- Police Dept/ Corrections Admin Elevator N High Capacity CFU-A1 1230 Central Ave S (Corrections Fac) Kent WA Stairs N Inner Finisher- H1 Jill Fuller/ Mike Armstrong Inner 2/3 Hole Punch- B1 253-856-5961/ 5969 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 140.93$ 1 140.93$ 11 of 20 4.I.a Packet Pg. 320 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER ADVANCE C5535i lll Ship To Location:PD- Police Department Elevator N Cassette Feed Unit- AM1 1230 Central Ave S., Kent WA Stairs N Inner Finisher- H1 Delivery Contact Super G3 Fax- AS2 253-856- IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 127.60$ 1 127.60$ Canon imageRUNNER Advance 6555i lll Location:PD- Police Dept/ Corrections Booking Elevator N Staple Finisher-V2 1230 Central Ave S (Corrections Fac) Kent WA Stairs N 2/3 Hole Puncher- A1 Mike Armstrong Super G3 Fax Board- AS2 253-856-5969 ESP Power filter 20A Qty Total 36 Mo FMV lease amount plus sales tax 197.98$ 1 197.98$ Canon imageRUNNER ADVANCE C5540i lll Location:MC- Municipal Court Administration Elevator N Cassette Feed Unit- AM1 1210 Central Ave S, Kent WA Stairs N Paper Deck Unit- F1 Margaret Yetter Staple Finisher- Y1 253-856-5735 Buffer Pass Unit- L1 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 183.71$ 1 183.71$ 12 of 20 4.I.a Packet Pg. 321 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER 1643iF Equip Location:MC- Municipal Court Administration Elevator N ESP Power filter 15A 1210 Central Ave S, Kent WA Stairs N Margaret Yetter 253-856-5735 Qty Total 36 Mo FMV lease amount plus sales tax 36.10$ 1 36.10$ Canon imageRUNNER 1643iF Location:MC- Municipal Court Cour Clerks #3 Elevator N Paper Feeder PF- C1 1210 Central Ave S, Kent WA Stairs N Cabinet Type S Margaret Yetter ESP Power filter 15A 253-856-5735 Qty Total 36 Mo FMV lease amount plus sales tax 47.44$ 1 47.44$ Canon imageRUNNER 1643iF Location:MC- Municipal Court Cour Clerks #4 Elevator N Paper Feeder PF- C1 1210 Central Ave S, Kent WA Stairs N Cabinet Type S Margaret Yetter ESP Power filter 15A 253-856-5735 Qty Total 36 Mo FMV lease amount plus sales tax 47.44$ 1 47.44$ Canon imageRUNNER 1643iF Equip Location:MC- Municipal Court Cour Clerks #2 Elevator N Paper Feeder PF- C1 1210 Central Ave S, Kent WA Stairs N Cabinet Type S Margaret Yetter ESP Power filter 15A 253-856-5735 Qty Total 36 Mo FMV lease amount plus sales tax 47.44$ 1 47.44$ 13 of 20 4.I.a Packet Pg. 322 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER 1643iF Location:MC- Municipal Court Cour Clerks #1 Elevator N Paper Feeder PF- C1 1210 Central Ave S, Kent WA Stairs N Cabinet Type S Margaret Yetter ESP Power filter 15A 253-856-5735 Qty Total 36 Mo FMV lease amount plus sales tax 47.44$ 1 47.44$ Canon imageRUNNER ADVANCE C5535i lll Equip Location:MC- Municipal Court Probation Elevator N Cassette Feed unit- AM1 1210 Central Ave S, Kent WA Stairs N Inner Finisher- H1 Janene Johnstone Inner 2/3 Hole Puncher- B1 253-856-5951 Super G3 Fax- -AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 136.27$ 1 136.27$ Canon imageRUNNER ADVANCE C256iF lll Equip Location:PW- Public Works Fleet Services Elevator N ESP Power filter 15A 5821 S. 240th St 1st Flr (Shops), Kent WA Stairs N IC Card Reader Attachment- A1 Kara Moore 253-856-5650 Qty Total 36 Mo FMV lease amount plus sales tax 62.70$ 1 62.70$ Canon imageRUNNER ADVANCE C5535i lll Ship To Location:PW- Public Works OpAdmin/ Tech Svcs Elevator N Cassette Feed Unit- AM1 5821 S. 240th St 1st Flr (Shops), Kent WA Stairs N Inner Finisher- H1 Kara Moore Inner 2/3 Hole Punch- B1 253-856-5650 IC Card Reader Attachment- C2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 123.09$ 1 123.09$ 14 of 20 4.I.a Packet Pg. 323 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER ADVANCE C5550i lll Location:PW- Public Works Operation Admin Elevator N Cassette Feed Unit- AM1 5821 S. 240th St 1st Flr (Shops), Kent WA Stairs N Staple Finisher- Y1 Kara Moore Buffer Pass Unit- L1 253-856-5650 2/3 Hole Punch- A1 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 20A Qty Total 36 Mo FMV lease amount plus sales tax 169.23$ 1 169.23$ Canon imageRUNNER 1643iF Location:PW- Public Works Water Quality Elevator N ESP Power filter 15A 5821 S. 240th St 1st Flr (Shops), Kent WA Stairs N Kara Moore 253-856-5650 Qty Total 36 Mo FMV lease amount plus sales tax 36.10$ 1 36.10$ Canon imageRUNNER 1643iF Equip Location:PW- Public Works Warehouse Elevator N ESP Power filter 15A 5821 S. 240th St 1st Flr (Shops), Kent WA Stairs N Kara Moore 253-856-5650 Qty Total 36 Mo FMV lease amount plus sales tax 36.10$ 1 36.10$ Canon imageRUNNER ADVANCE C5535i lll Equip Location:PW- Public Works Utilities (Sewer)Elevator N Cassette Feed Unit- AM1 5821 S. 240th St 2nd Flr (Shops), Kent WA Stairs Y Inner Finisher- H1 Kara Moore Inner 2/3 Hole Punch- B1 253-856-5650 IC Card Reader Attachment- C2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 123.09$ 1 123.09$ 15 of 20 4.I.a Packet Pg. 324 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER ADVANCE C5535i lll Location:PW- Public Works Operations Elevator N Cassette Feed Unit- AM1 5821 S. 240th St 2nd Flr (Shops), Kent WA Stairs Y Inner Finisher- H1 Jan Applegate Inner 2/3 Hole Punch- B1 253-856-5122 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 136.27$ 1 136.27$ Canon imageRUNNER ADVANCE C5550i lll Equip Location:PW- Public Works Operation Admin Elevator N Cassette Feed Unit- AM1 5821 S. 240th St 2nd Flr (Shops), Kent WA Stairs Y Staple Finisher- Y1 Kara Moore Buffer Pass Unit- L1 253-856-5650 2/3 Hole Punch- A1 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 20A Qty Total 36 Mo FMV lease amount plus sales tax 169.23$ 1 169.23$ Canon imageRUNNER ADVANCE C5540i lll Location:PK- Parks Recreation Elevator N Cassette Feed Unit- AM1 525 4th Ave N (Kent Commons), Kent WA Stairs N Paper Deck Unit- F1 Tyler Goff Staple Finisher- Y1 253-856-5006 2/3 Hole Punch- A1 Buffer Pass Unit- L1 IC Card Reader Attachment- C2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 178.76$ 1 178.76$ 16 of 20 4.I.a Packet Pg. 325 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER 1643iF PK- Front Counter Paper Feeder PF- C1 525 4th Ave N (Kent Commons), Kent WA ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 41.17$ 1 41.17$ Canon imageRUNNER 1643iF Location:PK- Parks Recreation #102 Elevator N ESP Power filter 15A 525 4th Ave N (Kent Commons), Kent WA Stairs N Tyler Goff 253-856-5006 Qty Total 36 Mo FMV lease amount plus sales tax 36.10$ 1 36.10$ Canon imageRUNNER 1643iF Location:PK- Parks Recreation #101 Elevator N ESP Power filter 15A 525 4th Ave N (Kent Commons), Kent WA Stairs N Tyler Goff 253-856-5006 Qty Total 36 Mo FMV lease amount plus sales tax 36.10$ 1 36.10$ Canon imageRUNNER ADVANCE C5550i lll Equip Location:PK- Parks Adaptive Recreation Elevator N Cassette Feed unit- AM1 525 4th Ave N (Kent Commons), Kent WA Stairs N Stapler Finisher- Y1 (Incls Buffer Pass-L1)Denee Cummins 2/3 Hole Puncher- A1 253-856-5043 Super G3 Fax- -AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 20A Qty Total 36 Mo FMV lease amount plus sales tax 169.23$ 1 169.23$ 17 of 20 4.I.a Packet Pg. 326 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER ADVANCE C256iF lll Ship To Location:PK- Parks/Rec East Hill Elevator N ESP Power filter 15A 12607 SE 248th St., Kent WA Stairs N IC Card Reader Attachment- A1 Delivery Contact 253-856- Qty Total 36 Mo FMV lease amount plus sales tax 62.70$ 1 62.70$ Canon imageRUNNER ADVANCE C5535i lll Equip Location:PD- Police Dept Training (Fire Station 74)Elevator N High Capacity CFU-A1 24611 116th Ave SE, Kent WA Stairs N Inner Finisher- H1 Bill Blowers Inner 2/3 Hole Punch- B1 253-856-5858 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 140.93$ 1 140.93$ Canon imageRUNNER ADVANCE C5535i lll Location:PK- Parks RiverBend Golf Course Elevator N High Capacity CFU-A1 2019 W. Meeker St, Kent WA Stairs N Inner Finisher- H1 Melanie Manning Super G3 Fax- AS2 253-856-5192 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 132.26$ 1 132.26$ Canon imageRUNNER ADVANCE C5535i lll Location:PK- Parks Senior Center Elevator N High Capacity CFU-A1 600 E. Smith St, Kent WA Stairs N Inner Finisher- H1 Lea Bishop Inner 2/3 Hole Punch- B1 253-856-5161 Super G3 Fax- AS2 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 140.93$ 1 140.93$ 18 of 20 4.I.a Packet Pg. 327 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER 1643iF Location:PD- Police Dept Gun Range (Fire Station 74)Elevator N ESP Power filter 15A 24611 116th Ave SE, Kent WA Stairs N Bill Blowers253-856-5858 Qty Total 36 Mo FMV lease amount plus sales tax 36.10$ 1 36.10$ Canon imageRUNNER 1643iF Equip Location:PD- Police Dept/ Patrol Elevator N ESP Power filter 15A 24611 116th Ave SE (EastHill), Kent WA Stairs N Sheila Knapp 253-856-5810 Qty Total 36 Mo FMV lease amount plus sales tax 36.10$ 1 36.10$ Canon imageRUNNER 1643iF Location:PD- Police Dept/ Woodmont Sub Elevator N ESP Power filter 15A 26226 Pacific Hwy S, Kent WA Stairs N (Delivery Contact) (Delivery phone #) Qty Total 36 Mo FMV lease amount plus sales tax 36.10$ 1 36.10$ Canon imageRUNNER 1643iF Ship To Location:PD- Police Dept Impound lot Elevator N ESP Power filter 15A 407 Washington Ave N, Kent WA Stairs N Delivery Contact 253-856- Qty Total 36 Mo FMV lease amount plus sales tax 36.10$ 1 36.10$ 19 of 20 4.I.a Packet Pg. 328 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) Attachment 3 City of Kent -Schedule A to PO #: _______________________ Canon imageRUNNER 1643iF Ship To Location:PK-Parks/Rec Baseball field Elevator N ESP Power filter 15A 14608 SE 288th St., Kent WA Stairs N Delivery Contact 253-856- Qty Total 36 Mo FMV lease amount plus sales tax 36.10$ 1 36.10$ Canon imageRUNNER ADVANCE C5535i lll Location:PD/ PDC Corrections Elevator N Cassette Feed unit- AM1 8323 S. 259th St (CA- Corrections Anex), Kent WA Stairs N Inner Finisher- H1 Sgt. Griesbach/ Mike Armstrong Super G3 Fax- AS2 253-856-5969 IC Card Reader Attachment- C2 Copy Tray- J2 ESP Power filter 15A Qty Total 36 Mo FMV lease amount plus sales tax 127.60$ 1 127.60$ Description Item Qty uniFLOW Scan Per Device Addition for MEAP 1 Device for Public Sector 3575B612 3 Micard Plus-2 SC V2 3575B624 4 uniFLOW Implementation Services by local Systems Analyst 1396V766 22 uniFLOW Software Assurance (1 Point)3575B040 1326 36 Mo FMV lease amount plus sales tax 980.06$ Total 36 Mo FMV lease amount plus sales tax 8,566.35$ 20 of 20 4.I.a Packet Pg. 329 Attachment: Kent WA (City of) PO and Equipment Schedule v3 (2471 : Canon Solutions of America - New MFD - Authorize) COUNTY OF DUPAGE, IL Contract FI-R-0251-18 for Mu lti-Functional Device Equipment, Supplies, Software and Service Solutions with Canon Solutions America, Inc. Effective: October 1, 2018 through September 30, 2023 4.I.b Packet Pg. 330 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) The following documents comprise the executed contract between the County of DuPage, IL and Canon Solutions America, Inc., effective October 1, 2018: I. County of DuPage Board Resolution II. Canon Best and Final III. Canon Solutions America, Inc. Response to the Request for Proposal IV. The Terms and Conditions of the Request for Proposal incorporated by reference 4.I.b Packet Pg. 331 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 332 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) DocuSign Envelope ID: C6AD1105-BCA6-4176-8DF8-49151E0073E4 4.I.b Packet Pg. 333 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 09/13/18 DocuSign Envelope ID: C6AD1105-BCA6-4176-8DF8-49151E0073E4 Peter Kowalczuk President 09/14/2018 | 10:23 AM EDT 4.I.b Packet Pg. 334 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 335 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 336 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Canon Solutions America, Inc. One Canon Park Melville, NY 11747 Phone: 800.815.4000 www.csa.canon.com A Canon U.S.A. Company April 24, 2018 Mr. Larry Gammel Buyer Procurement Services DuPage County Procurement Services Division 421 North County Farm Road, Room 3-400 Wheaton, IL 60187 Dear Mr. Gammel: On behalf of Canon Solutions America, Inc., I would like to thank you for allowing us to respond to your Request for Proposal (Solicitation #18-020-LG) for Multi-Function Copier Devices and Service Solutions. I believe that you will find our company, products and services to be of considerable value to your organization. Furthermore, we wish to express our commitment to provide the County of DuPage (the County) with the highest level of customer satisfaction. I am pleased to delegate Stacey Andersson, Major Account Executive of Canon Solutions America as the main contact for the County. The contact information for Stacey Andersson is as follows: Stacey Andersson Major Account Executive 425 N. Martingale Schaumburg, IL 60173 Office: 312-521-9562 Email: sandersson@csa.canon.com Enclosed please find our proposal in response to your request. Please do not hesitate to contact Stacey Andersson directly with any questions or concerns. Sincerely, Peter Kowalczuk President 4.I.b Packet Pg. 337 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Executive Summary Canon Solutions America, Inc. A Canon U.S.A. Company Table of Contents County of DuPage Request for Proposal Multi-Function Copier Devices and Service Solutions Solicitation #18-020-LG Scope of Work and Specifications Tab 1 Executive Summary..................................................................................................... Section 1 Response to Section 6 – Scope of Work and Specifications........................................ Section 2 Experience, Expertise and References Tab 2 Corporate Profile.......................................................................................................... Section 3 Brief History................................................................................................................ Section 4 Commitment to the Government and Educations Sectors .........................................Section 5 National Cooperative Capabilities ..............................................................................Section 6 Green Initiatives .......................................................................................................... Section 7 References.................................................................................................................... Section 8 Financial Information.................................................................................................. Section 9 Pricing –County of DuPage Tab3 Pricing........................................................................................................................ Section 10 Attachment D Leasing Programs Resources, Approach, and Methodology Tab 4 Transformation Strategy............................................................................................. Section 11 Training Program...................................................................................................... Section 12 4.I.b Packet Pg. 338 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Executive Summary Canon Solutions America, Inc. A Canon U.S.A. Company Reporting Overview................................................................................................... Section 13 Invoicing ................................................................................................................... Section 14 Service Organization Overview................................................................................. Section 15 Usage Analysis and Recommendation...................................................................... Section 16 Implementation Plan................................................................................................. Section 17 Sample Implementation Plan Recommended Solution............................................................................................ Section 18 Equipment Overview Device Management Tools Software Overview Managed Print Services Program.............................................................................. Section 19 Product Literature ..................................................................................................... Section 20 Published Specifications ........................................................................................... Section 21 Current Distribution Model....................................................................................... Section 22 Attachment #E - National IPA Exhibit A Tab 5 Response to Supplier Qualifications......................................................................... Section 23 Pricing-Optional Products and Service Tab 6 Pricing........................................................................................................................ Section 24 Forms and Documents Tab 7 Required Forms......................................................................................................... Section 25 Proposal Form w Addenda Number Acknowledgement Vendors Ethics Disclosure Statement W9 Form Offeror’s Subcontractor List FEIN and Dun & Bradstreet Report Illinois Certificate of Good Standing Certificate of Liability Insurance Original Equipment Manufacturer’s Certification Letter Letter of Assignment Warranty Information 4.I.b Packet Pg. 339 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Executive Summary Canon Solutions America, Inc. A Canon U.S.A. Company Canon Solutions America, Inc. Agreements and Documents .................................. Section 26 Attachments A through F and Including National IPA (Exhibits A through F)Tab 8 National IPA (Exhibits A through F) ...................................................................... Section 27 County of DuPage Request for Proposal Tab 9 RFP Solicitation #18-020-LG..................................................................................... Section 25 RFP Addendums Appendix Tab 10 4.I.b Packet Pg. 340 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Executive Summary Canon Solutions America, Inc. A Canon U.S.A. Company Executive Summary State and local governments, like the County of DuPage, are turning to a range of print and document management solutions to address their complex business environments. Although many solutions promise enticing benefits, government organizations may be missing out on the full value of print and document management solutions because of budget concerns and other challenges. Understanding the Implications In procuring print and document management solutions, state and local governments often face funding shortages, unexpected costs and other budget-related challenges that impact their decisions. To save money and work within budget allocations, organizations may be tempted to choose the lowest-price equipment and services. In these scenarios, organizations may focus on solving an immediate, localized need without considering long-term, enterprise-wide goals. However, operating in this mode has a number of potentially costly consequences, including: Integration issues associated with getting heterogeneous pieces of equipment and software to worktogetherefficiently—notonlyacrosstheprintanddocumentmanagementenvironment but also in terms of integration with enterprise resource planning (ERP) and other back office or legacy systems Increased complexity related to learning multiple vendors’ technology, maintaining different devices, and managing multiple patch and upgrade cycles Inefficiencies related to maintaining multiple relationships such as troubleshooting and resolving technical issues, escalating support with the proper vendor, and handling billing and other vendor management tasks Security gaps that arise when multifunction printers (MFPs) and other devices with varying, uncoordinated security mechanisms are connected to the network; this issue is exacerbated by the fact that the IT team is not always responsible for print and document management. Canon Solutions America, Inc. is pleased to see that the County of DuPage has adopted a “best value” mindset and strategy. Instead of focusing on one-time transactions that meet an immediate need or budget requirement, organizations would do well to adopt a long-term, solution oriented strategy that emphasizes achieving the best value and optimizing performance across the whole organization. We are excited for the opportunity to serve the County of DuPage again and provide a customized approach to the present print and document management environment. 4.I.b Packet Pg. 341 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Response to Section 6 –Scope of Work and Specifications Introduction Canon Solution America, Inc. has reviewed Section 6 in its entity; acknowledges and agrees with the minimal technical requirements, except and noted at the end of each section. We feel that we exceed the minimal requirements and specification of this solicitation. Additional information or literature is provided as an Exhibit. Canon Solutions America, Inc. Corporate Structure Canon Solutions America meets the criteria of the County’s preference to do business with a direct manufacturer which is also a publicly traded company. Canon Solutions America is a wholly owned subsidiary of Canon U.S.A. who’s parent Canon is traded on the Nikkei ad NYSE. Canon, Inc. is a diverse global manufacture of products and software with major market share presence in document technology, Imaging and photographic, diagnostic healthcare systems and industrial manufacturing systems. Today document technology represents 56% of Canon’s global revenue. Our market dominance in our diverse portfolio contributes to our long term sustainability. Corporate Philosophy Our corporate philosophy is kyosei. It conveys our dedication to seeing all people, regardless of culture, customs, language or race, harmoniously living and working together in happiness into the future. Unfortunately, current factors related to economies, resources and the environment make realizing kyosei difficult. Canon strives to eliminate these factors through corporate activities rooted in kyosei. Truly global companies must foster good relations with customers and communities, as well as with governments, regions, and the environment as part of their fulfillment of social responsibilities. 4.I.b Packet Pg. 342 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company For this reason, Canon's goal is to contribute to global prosperity and the well-being of mankind as we continue our efforts to bring the world closer to achieving kyosei. To this end, we feel that being a leader in market development and being finically secure provides both the County DuPage and the Participating Agencies the best solutions for the document technology needs. Capability to Execute Canon Solutions America is strategically positioned to support the County of DuPage, IL, as the Principal Procurement Agency, has partnered with the National Intergovernmental Purchasing Alliance Company (“National IPA”) to make the resultant from this solicitation available to other public agencies nationally, including state and local governmental entities, public and private primary, secondary and higher education entities, non-profit entities, and agencies for the public benefit (“Public Agencies”), through National IPA’s cooperative purchasing program. Over the past 30 years Canon Solutions America has been awarded cooperative agreements and for the last 10 years two agreements marketed through National IPA with the County of DuPage as the lead agency. As of March 1, 2018, Canon Solutions America has an agreement with Region 4 ESC for Managed Print Services. Our expertise and dedication have help thousands of public agencies streamline the procurement process using cooperative programs to save time and money for their beneficiaries. Over the past 10 years Canon Solutions America has had a great partnership with National IPA including sharing of best practice, providing support for agencies summits and alignment on the value of best value with in cooperative solicitations. A Canon Group Company - Financial Strength - Canon is a $36.1 billion company that pursues global diversification with regional operations in the Americas, Europe and Asia. In our global structure, each region handles comprehensive sales and marketing duties. Throughout the group there are 197,673 employees and 367 research, manufacturing, and sales subsidiaries. The high priority Canon places on its Global R&D effort is evident in its devotion of more than 8.9% of annual revenues in 2017. Canon’s efforts in this area include a more regional focus in order to develop technologies that meet the specific demands encountered in the Americas, Europe, and Asia. Based upon the number of registered US patents filed by Canon, you can easily conclude that we have spent our Research & Development dollars effectively. In 2016, Canon Inc. ranked third overall in patents registered in the U.S. with a total of 3,665 patents. Canon Solutions America offers many unique benefits. We offer a full range of technologies, as well as implementation and help desk support. In addition, national customers enjoy consistent best-in- class support for all their locations nationwide. A staff of product and software application experts is 4.I.b Packet Pg. 343 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company directly accessible to assist our customers with the continual task of streamlining workflow processes through innovative technology. HelpingtheCountyofDuPageandthe ParticipatingAgencies meettheirSustainabilityGoals and Objectives Canon Solutions America parent Canon U.S.A., Inc., a leader in digital imaging solutions has received the 2018 ENERGY STAR®Partner of the Year - Sustained Excellence Award for continued leadership and superior contributions to ENERGY STAR. Canon U.S.A.’s accomplishments were recognized by the U.S. Environmental Protection Agency and the U.S. Department of Energy at a ceremony in Washington, D.C. on April 20, 2018. Canon has been anENERGY STAR partner for over 20 years and offers nearly 200 ENERGY STAR certified products that incorporate advanced energy-efficient technologies, without compromising features or performance. This is the first time that Canon U.S.A. has received the ENERGY STAR Partner of the Year - Sustained Excellence Award. Canon U.S.A. has previously received Partner of the Year - Product Brand Owner Awards (2010, 2016 and 2017), as well as Excellence Awards for ENERGY STAR Promotion (2011) and Product Labeling (1996, 1997, 2001, 2002, 2003, 2005 and 2008). Environmental Sustainability-Solving Public Agencies Problems To promote sustainability and foster an environmentally sensitive culture we will promote the use of EPEAT Certified products. Since 1995 Canon has been creating environmental management systems (EMSs), and acquiring ISO 14001 certification at individual operational sites around the world. As of 2011, Canon achieved the consolidated certification at its operational sites, manufacturing and marketing subsidiaries in 39 countries around the world. More than 700 other Canon sites worldwide are certified to the ISO 14001 standard. EPEAT - Canon offers products that are registered in accordance with the recently established Electronic Product Environmental 4.I.b Packet Pg. 344 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Assessment Tool (IEEE 1680.2 or EPEAT) for Imaging Equipment. This new sustainability tool provides third-party verification of the positive environmental aspects related to the purchase and use of imaging equipment. citation #13-065 Canon Business Strength Canon ranks third overall in U.S. patents granted in 2017 and is one of Fortune Magazine's World's Most Admired Companies in 2018. Canon U.S.A. is committed to the highest level of customer satisfaction and loyalty, providing 100 percent U.S.-based service and support for all of the products it distributes in the United States. Canon U.S.A. is dedicated to its Kyosei philosophy of social and environmental responsibility. In 2014, the Canon Americas Headquarters secured LEED®Gold certification, a recognition for the design, construction, operations and maintenance of high- performance green buildings Asatestamenttothecompany’sstrongstandingasagoodcorporatecitizenanditsproactiveapproach to corporate social responsibility initiatives, Canon U.S.A., Inc., a leader in digital imaging solutions, has been recognized as one of the 2018 World’s Most Ethical Companies by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices. This recognition is based on a variety of factors including: measuring and improving culture, leading with integrity and committing to transparency, diversity and inclusion. In 2018, 135 companies were recognized across 23 countries and 57 industries Knowledge and commitment to the Government and Education Market Connecting Suppliers with the Public Procurement Community - NIGP’s Business Council comprised of representatives from each company participating in the Institute’s Enterprise Sponsor Program. Enterprise Sponsors are leaders in their respective industries and have demonstrated a shared commitment to NIGP’s values of: Accountability, Ethics, Impartiality, Professionalism, Service, and Transparency. We have been an established and active member and participant since 2008, and are considered subject matter experts regarding NIGP’s Business Council and their activities. The mission of the Business Council is to “Serve the NIGP membership and procurement profession through the sharing of resources and expertise in support of NIGP’s educational, research and advocacy mission.” In essence, the Business Council connects the supplier’s perspective with the public procurement community and is dedicated to improving the buyer/supplier relationship. Additionally, Canon Solutions America has been and will be active in the national and local associations of ASBO, NACUBO and NAEP; statewide organizations like CAPPO, MAPPO, IAPPO, and FAPPO. The organizations provide us with invaluable knowledge and insight to the requirements of the market. 4.I.b Packet Pg. 345 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Background Knowledge of the County of DuPage For over 50% of the past 30 years, Canon Solutions America has had the privilege of serving DuPage County as a provider of document technology. Across our origination we have been able to retain our employee base. Employee tenure is critical for providing excellent service and customer satisfaction. Specific to the County of DuPage the key service and administration leaders and staff are in place to provide the support that DuPage deserves. We have provided much or the expertise for transitioning the County for the legacy copiers to the digital multifunctional devices. Within the request for proposal, the county has expressed the same challenges as may other similar agencies. Withinthe technicalrecommendationswe have provideda pathtoa more secure andlessburdensome document technology platform. Fleet Details Canon Solutions America is looking for the opportunity to help the County of DuPage achieve a manageable device capacity to utilization ratio. Based on the Attachment B DuPage Copier Listing, the fleet has moved to a 68% utilization ratio from a historical level in 2012 of approximately 95%. Presently the County of DuPage is paying a sizable premium for resourse that are not being utilized.At the onset we will conduct a thought assessment and propose an organizational right sizing of the multifunctional devices with the intent to reduce the population by 15% creating a cost reduction for the County. We will continue to achieve these levels by actively participating in reviews and recommendation conducted on a quarterly basis. We have confidence that we can achieve at least a 90% utilization rate on a refresh agreement with us. Over the past four years using the existing County of DuPage agreement we have maintain these rates for other participating agencies. Objectives This RFP is intended to achieve the following objectives: Provide a comprehensive publicly solicited and awarded Master Agreement offering a full range of multifunction devise equipment, supplies, software, and service solutions with a variety of pricing structures (i.e., cost per copy, copy allowance per copier per month with rebate options for unused copy allowance, leasing, purchasing, etc.) nationally to Participating Public Agencies; 4.I.b Packet Pg. 346 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Scope of Products and Services Offered At a minimum the County of DuPage is requiring that the provider to be able to provide a full range of new product equipment, supplies, software and services to meet the demands of the County and all Public Agencies that opt to participate in the cooperative purchasing program through National IPA. Additionally as outlined in the Equipment section, we agree that the new equipment is defined as newly assembled equipment that is factory produced and has been assembled for the first time which contains new components that have been fully inspected, tested and fully meets product performance and reliability specifications. Equipment must be newly serialized, and the County must be the first user of the product and must have new equipment set of warranties. Available products include, but are not limited to wide format devices, high production equipment, and equipment that enables faxing, printing and scanning. Services include, but are not limited to, consulting, analysis, planning, inventory control, legal, managed print solutions, data capturing solutions that microfilm and/or scan, filing or healthcare document services, managed print services, outsourcing, integration, network, and software solutions. Canon Solutions America is the leader in the scale of document technology available today. The County DuPage and all participating agencies will be offered Canon products and service for; multifunctional devices, single function devices (print, facsimiles, scanners), wide format (printers and MFDs), production printers, high production printers. Unlike many in the document industry today that have outsourced their product manufacturing, our offer is based on Canon manufactured products, parts and supplies. This achieve the requirement for product consistency and standardized end-user interfaces. Reducing the time required for the County’s employees to be trained. Binding equipment, vending and coin peripherals not manufactured by Canon will be offered as well. The offer provides for software solutions that include: Color Management Document Distribution Document Management Document Mastering / Make Ready Document Performance Services Enterprise Printing Image Filing Mobile Printing 4.I.b Packet Pg. 347 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Office Productivity Output Management Security Subscription Support Services Tracking & Auditing Variable Data Vertical Market Application Web-to-Print Additionally the offer includes the following Services; Assessment Implementation Professional, Subscription, Managed Print, Enterprise Managed. To the County of DuPage and nationally to Participating Public Agencies supplies proposed as part ofthe maintenance planmustbe Original EquipmentManufacturer(OEM)supplies. CanonSolutions America is in full agreement with the county’s requirement. Non-OEM product, parts and supplies have a profound effect on the long term productivity and creates additional expense to remediate failures. With a high amount of counterfeiting in Non OEM products, parts and supplies, it leads public entities to have to justify the value of their use. Additionally, agency lose their ability to have visibility to international standard of manufacturing like ISO14000 and RoHS. As a leader in manufacturing, Canon has a very aggressive stance on Counterfeiting. Contained in the Minimal Requirements, the Copiers must be from the same manufacturer and operate in a manner similar to each another. This requirement provides a benefit to reduction the amount of training for the end users and the confidence of the value of the brand. Canon is proud of its world class research, development and manufacturing. Within the requirements, Canon is one of the few manufacturers to not use outsourced manufacturing. This means that there is complete uniformity in design and supply chain consistency. TheCountyisrequestingthatallleasingandservicecosts,includingreplenishmentcosts,being netted out to a cost per copy (B&W, color) for the County page count in aggregate. Provided in the Pricing Section Provide a complete solution that includes all hardware, software, implementation services, customer support, maintenance, documentation, reporting abilities, training, de-installation. Canon Solutions America will meet these requirements 4.I.b Packet Pg. 348 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Final hard drive erase, hard drive destruction and removal of equipment at the end of the lease period or end of life within 10 days or agreed upon by agency and contractor; Customerissolely responsible for: (i)Customercompliancewithapplicablelawandlegalrequirements pertaining to data privacy, storage, security, retention and protection; and (ii) all decisions related to erasing or overwriting Data. For the proposed Canon multifunctional devices the County of DuPage should, (a) enable the Hard Disk Drive (HDD) data erase functionality that is a standard feature on certain Equipment and/or (b) prior to return or other disposition of the Equipment, utilize the HDD (or comparable) formatting function (which may be referred to as “Initialized All Data/Settings” function) if found on the Equipment to perform a one pass overwrite of Data. For additional security, if the county has higher security requirements, County may purchase from Canon Solutions America at an appropriate option for the Equipment, which may include an HDD Data Encryption Kit option which disguises information before it is written to the hard drive using encryption algorithms, a HDD Data Erase Kit that can perform up to a 3-pass overwrite of Data (for Equipment not containing data erase functionality as a standard feature). If the County should want to properly destroy the hard drive a replacement hard drive will be added to the price of the equipment. Establish a channel partnership to offer this Master Agreement as the supplier’s primary offer to Participating Public Agencies nationally; Canon Solutions America is a proven channel partner with the awarded cooperative agreements for the last 10 years two agreements marketed through National IPA with the County of DuPage as the lead agency. As of March 1, 2018, Canon Solutions America has an agreement with Region 4 ESC for Managed Print Services. Our expertise and dedication have helped thousands of public agencies streamline the procurement process using cooperative programs to save time and money for their beneficiaries. Over the past 10 years Canon Solutions America has had a great partnership with National IPA, including sharing of best practice, providing support for agencies summits and alignment on the value of best value with in cooperative solicitations. Achieve cost savings for suppliers and Participating Public Agencies through a single Master Agreement, eliminating the need for duplication of process; We acknowledge the benefitsforbothCanonSolutionsAmerica andthe Participating PublicAgencies of the a single Master Agreement, 4.I.b Packet Pg. 349 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Aggregate volume of agencies nationally to achieve best value and increase market share for awarded supplier(s). Withtheadditionofthenationalscope,theCountyofDuPagehasbeengivenadditioncostreductions and the Participating Agencies receive the value at the same aggregated pricing. The County expectsthe awardedsuppliertoprovide similarpricing tocontractsthey may have for similar products and services with similar terms and conditions. In the RFP response, describe the company’s pricing commitment to the County of DuPage and the national program. Describe how the proposed pricing compares to current contracts you have with other governmental cooperatives. Presently, Canon Solutions America does not have a pricing agreement that is for similar products and services with similar terms and conditions. Minimum Qualifications Offerors will be deemed non-responsible and rejected without any further evaluation if they do not meet the following mandatory qualifications: Have a national presence in the industry with the ability to provide product and services in all 50 states. Canon Solutions America has a national presence and can deliver products and services directly or through Canon U.S.A. Authorized Dealers. If the responding company is not a direct manufacturer, its proposal must detail how the non- direct manufacturer will provide all of the same capabilities, services, pricing and benefits of a direct manufacturer for the products and services offered in accordance with the requirements of the RFP. Non-applicable Have a distribution model capable of delivering equipment, supplies, software (minimum Window 7 environment or higher) and services nationwide. Canon Solutions America has a national presence and can deliver products and services directly or through Canon U.S.A. Authorized Dealers. 4.I.b Packet Pg. 350 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Be able to meet the minimum requirement of the cooperative purchasing program detailed herein. Canon Solutions America has exceeded the minimum requirement of the cooperative purchasing program over the past ten years through our past agreements with National IPA. Be able to provide a full range of new product equipment, supplies, software and services to meet the demands of the County and all Public Agencies that opt to participate in the cooperative purchasing program through National IPA. Canon Solutions America is strategically positioned to support the County of DuPage, IL, as the Principal Procurement Agency, has partnered with the National Intergovernmental Purchasing Alliance Company (“National IPA”) to make the resultant from this solicitation available to other public agencies nationally, including state and local governmental entities, public and private primary, secondary and higher education entities, non-profit entities, and agencies for the public benefit (“Public Agencies”), through National IPA’s cooperative purchasing program. Scope of Work The successful offeror shall be required to: a.furnish all tools, equipment, supplies, supervision, transportation, and other accessories (including surge suppressors), services, and facilities necessary to complete the work; b.furnish all materials, supplies, and equipment specified and required to be incorporated in and form a permanent part of the completed work; c.provide and perform all necessary labor; d.provide all equipment operation training as specified, and e.perform and complete the work in accordance with good technical practice, with due diligence, and in accordance with the requirements, stipulations, provisions, and conditions of this RFP and the resultant agreement in the most timely, effective,efficient,andeconomicalmethodpossiblewhilemaintainingahighlevelofcustomer service and satisfaction. Canon Solutions America acknowledges and agrees. Purpose The County intends to replace the current copier equipment with new copier equipment. It is the County's intent to standardize its copier equipment fleet with one manufacturer including all equipment obtained by one offeror. The County reserves the right to award to multiple suppliers under the national program. 4.I.b Packet Pg. 351 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company The above-mentioned quantities are estimates only for the County of DuPage. The County’s current copier inventory with the categories and specifications are outlined in Attachment B “DuPage County Copier Listing”. Final quantities and exact placements will be determined after an offeror is awarded. The County may request pricing from the awarded Contractor that would include equipment and service for all networked print devices, such as laser printers, at the time of the original contract or annually through the term of the contract. Annually, the County may review with the awarded Contractor opportunities to optimize equipment and possibly move or swap equipment to load balance equipment usage. Canon Solutions America acknowledges and agrees. Equipment All equipment proposed, purchased, or leased, must be new and currently in production. New equipment has not been leased or used as a test/trial unit. New equipment is defined as newly assembled equipment that is factory produced and has been assembled for the first time which contains new components that have been fully inspected, tested and fully meets product performance and reliability specifications. Equipment must be newly serialized, and the County must be the first user of the product and must have new equipment set of warranties. Canon Solutions America agrees that the new equipment is defined as newly assembled equipment that is factory produced and has been assembled for the first time which contains new components that have been fully inspected, tested and fully meets product performance and reliability specifications. Equipment must be newly serialized, and the County must be the first user of the product and must have new equipment set of warranties. The offeror may provide remanufactured or reconditioned equipment only at the request of the County. If the product is purchased it must be eligible for a minimum ninety-day warranty. If the copier is leased and then it is discovered it is not needed, the copier can be returned within 30 days without charge for pickup or initial installation. Canon Solutions America acknowledges and agrees. It is understood that DuPage County will benefit from any equipment revisions, software updates, new drivers, additions, technical improvements, or necessary modifications in the units offered during the term of this contract at no additional cost. When provided by the manufacturer or software developer at no additional cost Canon Solutions America will provide to the County of DuPage and All Participating Agencies. 4.I.b Packet Pg. 352 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Respondent shall warrant that all equipment, materials, and workmanship furnished, whether by Vendor or its authorized dealers, complies with product specifications, drawings, and other descriptions, supplied, or adopted, and will fit into existing space and suitable for the intended purpose. Excluding any warranties of merchantability or fit for purpose. Each multi-functional copier shall have the manufacturer’s serial number permanently and legibly stamped or affixed on a major component in a readily accessible location. In addition, each multi- functional copier shall be permanently and legibly marked in a conspicuous location with the manufacturer’s name or trademark and model number of copier. Should it be requested, vendor shall coordinate with IT labeling of copiers with DuPage reference numbers. Canon Solutions America acknowledges and agrees. As part of your response, include printer pricing and services. Currently, the County does not have a need for stand- alone network printers; however, there may be a need in the future. Canon Solutions America has provided information and pricing for Canon standalone printers and Canon OEM supplies as part of this offer. Minimum Specifications Majority of copiers be of similar design and accept interchangeable sub-components (i.e. Finishers, Stackers Paper Supply Modules, etc.) Remote management portal Scan to network and email Ability on apply Bates stamps to copier (view Attachment B) for current models with Bates stamps Offer a variety of pages per minute speeds Provide front-end scanning solutions Provide fax capabilities including: o fax to distribution lists o email fax confirmation to user o fax to computer o forward received fax to email Fixed platens 4.I.b Packet Pg. 353 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Ability to use recycled paper. Copiers shall be equipped to handle 8-1/2 X 5-1/2" through 8-1/2 X 14". Detail models that can provide throughput with 11 X 17" (monochrome) and 12 X 18 (color) capabilities Reduction and enlargement features allowing for reduction and enlargement of original documents All copiers shall have manual and selectable automatic exposure settings, zoom, and reduce options with a minimum of 64% reduction and a minimum of 200% enlargement Automated document feeder Bypass tray for purpose of printing on specialized stock Image shift capabilities Optional PIN code for secure access for users. Copiers must be from the same manufacturer and operate in a manner similar to each another. Console models or desktop models to be equipped with cabinets Copiers shall have a total copy count meter, which is clearly visible to DuPage County personnel. Common paper sizes (5 ½ x 8 1/2, 8 ½ x 11, 8 ½ x 14 and 11 x 17) shall count and bill as a single copy. Canon Solutions America acknowledges and agrees. Additionally, the County of DuPage and the Participating Agencies will benefit for Canon’s advance technology. As a leader in digital imaging solutions, we celebrate the receipt of multiple industry accolades awarded to the Company by Keypoint Intelligence – Buyers Lab. Most notably, Canon is the recipient of the 2018 Copier MFP Line of the Year for the third consecutive year. “The models in Canon’s copier MFP line are running three years strong as trailblazers in their respective segments. Each of the 14 current models BLI tested1 tout easily replaceable components, extraordinarily comprehensive usability, andanastonishing overall misfeedrate ofjust1 every 426,000 impressions2, making them some of the most productive and reliable machines to pass through our labs to date,” says George Mikolay, associate directorof copiers/production for Keypoint Intelligence – Buyers Lab. “The surplus of workflow-expediting, cost-cutting solutions that each device supports are icing on the cake, and the machines can produce high-quality printed and copied output that businesses of all types will be ecstatic about.” Canon additionally received recognition for BLI Winter 2017 “Pick” awards for the following solutions: imageFORMULA DR-M260: Outstanding Workgroup Scanner 4.I.b Packet Pg. 354 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Color imageCLASS MF630 Series (MF632Cdw/MF634Cdw): Outstanding Personal Color Multifunction Printer Color imageCLASS MF730 Series (MF731Cdw/MF733Cdw/MF735Cdw): Outstanding Color Multifunction Printer for Small Workgroups “Canon is honored to once again receive recognition for its Copier MFP line,” says Toyotsugu Kuwamura, executive vice president and general manager, Business Imaging Solutions Group, Canon U.S.A., Inc. “It is with great pride that we continue to develop solutions that embody next-generation technological capabilities to help our clients more seamlessly conduct business and streamline workflow operations.” Once a year, BLI honors Line of the Year awards to those vendors whose product lines it determines to be the best overall in their category based on the collective test results of all models tested in BLI’s comprehensive two-month laboratory evaluation. Selections for Pick awards are made by BLI’s staff of technicians and editors subject a number of devices from every major original equipment manufacturer to BLI’s comprehensive lab tests in the last six months. Advance support and security All models in the third generation imageRUNNER ADVANCE family utilize a common source code for firmware development. This Unified Firmware Platform allows for version upgrades, including additional functionality, to existing models in the same generation. Unified Firmware Platform allows for an increased value proposition of the device over time with continuous feature improvements, as well as consistency across models in the same generation. Special Needs Please identify your firm’s ability to provide one multi-function production level laser printer similar or equivalent to Canon iR105 (now discontinued), 105 pages/minute; 8.5x11 that can address the following specification: Printer/scanner/copier Black & White Maximum finished size is A3 (11x17) Print speed (similar to iR105, 105 pages/minute; 8.5x11) Quick warm-up time Paper feed (2,100 sheets) 4.I.b Packet Pg. 355 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Paper output (500 sheets) Paper weight (20# & 24# Text, 90# & 110# Index, 80# Cover, Laser Labels, and Carbonless) OS support; Windows, Adobe Languages (for legacy system output) PCL 5e or even better PCL5c neither PCL XL, nor PCL 6 Enhanced are acceptable PJL (printer job language) Postscript 3 NOTE: These requirements will cover our use of Host Integration Server, JES Queue for Printers, and Network Print Facility and Intra/Internet - web status and configure would be useful. Canon Solutions America will be recommending the Canon imageRUNNER ADVANCE 8505 II Series configured in a similar manner. Equipment Categories/Proposed Equipment The County has established categories to cover its requirements. An Excel work-book with County of DuPage requirements as well as national program requirements is contained in Attachment D Price Worksheet. The categories shown relate to the equipment currently being provided. These categories have been established in a manner that allows overlap between the categories and thereby, provides some flexibility to the County in the final determination of copier selection. Offerors will review the Attachment B and C for the current copier options. Canon Solutions America acknowledges and agrees. Discontinued Equipment It will be the responsibility of the Vendor to notify the County when a copier is discontinued by the manufacturer and becomes unavailable. The Chief Procurement Officer must approve the replacement model being offered by the Vendor. Such approval is contingent upon compliance with the following conditions: The replacement request must be in writing to the Chief Procurement Officer. The replacement copier is of equal or greater technology and offers the same or more features than the discontinued model The replacement copier has the same cost-per-copy price as the discontinued model. Canon Solutions America acknowledges and agrees. 4.I.b Packet Pg. 356 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Consolidation of Models The Offeror may elect to consolidate copier models at any level for its own convenience or volume discounts, etc. For example; if a copier geared to Segment 2 requires different supplies than a Segment 3 copier the offeror may choose to provide one model for both categories provided the copier meets all of the requirements of the higher category model Canon Solutions America acknowledges and agrees. Published Specifications Proposer must submit their published specifications for the proposed equipment and must also identify where specificationscanbe found (Buyers Laboratory Inc. (BLI) website orsupplier website). Items that are unable to be verified may disqualify the Respondent’s submission for the unverifiable segment Product Requirement Canon (a) Single Function Printers (SFP)X Multifunctional Devices (MFD)X Facsimiles X Scanners X Wide format X Production X High Production X (a) Canon or Oce are noted as the Original Manufacture for all products in the category Source Buyers Laboratory 4/24/2018 Canon Solutions America acknowledges and agrees. 4.I.b Packet Pg. 357 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Replacement Equipment The Vendor shall provide replacement copiers at no additional cost to the County if any copier must be removed from its installation location for repairs. The Vendor shall permanently replace any copy copier, which is mutually deemed ineffective or faulty. Notwithstanding any provision of this Contract and specifically for units not placed at the County, Canon Solutions America warrants the Canon Brand equipment it supplies will be free from defects in material and workmanship for ninety (90) days from the date of delivery. In addition, after such ninety (90) day period, Canon Solutions America will maintain such equipment in good operating order per manufacturer's specifications provided subject to normal use. Within five (5) years for purchaseorthetermofthelease,oforiginalinstallationofanynewlyinstalledCanonbrandequipment covered by this Contract, Canon Solutions America will at Customer's written request, replace such equipment with a like unit if Customer meets the following three conditions: 1.The equipment is continuously and exclusively serviced by Canon Solutions America from and including the date of original installation; 2.Customer fulfills all terms of this Contract; 3.Before requesting a replacement unit, Customer gives Canon Solutions America the opportunity to cure any service problems which Customer may have with the equipment. In the event that an item of equipment is inoperable for a period in excess of sixteen (16) consecutive business hours, Canon Solutions America will supply a loaner unit until the machine is restored to good working order. Parts, Staples, Toner, Distribution, and Supplies Maintenance and service shall consist of all parts (including drums, rollers, circuit boards, etc.) necessary to service and repair copiers. Vendor to provide all supplies necessary to operate the copiers (including but not limited to toner, developer, fuser oil, staples, etc.) with the exception of paper. Supplies proposed as part of the maintenance plan must be Original EquipmentManufacturer (OEM) supplies. Supply expectations: Toner, staples, parts, and supplies must be OEM, no off brand accepted Offeror retains ownership of consumables inventory Downtime due to lack of consumables is not acceptable County does not desire to have excess inventory at any location Proactive devise monitoring and “just in time” delivery of consumable supplies Vendor responsible for disposal and recycling of all service parts Email alerts to selected end-users when toner supply is low 4.I.b Packet Pg. 358 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Vendor provided supplies shall be delivered in sufficient quantities to operate all equipment for a minimum of thirty (30) days. The Vendor shall stock parts on County premises to assure 98% equipment "up-time". The County may assess cash penalties against the Vendor for failure to meet promised “up-time” commitments. At a minimum, vendor shall provide a toll-free number where toners and related supplies can be ordered. When the product is shipped, the packing slip will list the name of the person placing the supply order. If possible, the serial number of the copier for which the supply is for will also be listed. The County shall provide a secure location for supply storage on County premises. Canon Solutions America will commit to a fleet average uptime of 95% over the 4 fixed quarterly intervalsperyear, fordeviceswithinCanonSolutionsAmerica’sServicing Territory. (Excludesdevices with rated speeds of 105ppm or greater). The County of DuPage and nationally to Participating Public Agencies. Supplies proposed as part of the maintenance plan must be Original Equipment Manufacturer (OEM) supplies. Canon Solutions America is in full agreement with the counties requirement. Non-OEM product, parts and supplies have a profound effect on the long term productivity and creates additional expense to remediate failures. With a high amount of counterfeiting in Non OEM products, parts and supplies, it leads public entities to have to justify the value of their use. Additionally, agency lose their ability to have visibility to international standard of manufacturing like ISO14000 and RoHS. As a leader in manufacturing, Canon has a very aggressive stance on Counterfeiting. Copier Relocation During the course of thiscontract, it may be necessary for various reasons to relocate installed copiers. After initial installation, any copier may be relocated two (2) times per contract period at no additional charge. Copier relocation will be done by the Vendor unless the Vendor determines the relocation would not require trained personnel. After initial installation, Canon Solutions America agrees to allow any MFD copier between 20 ppm and 105 ppm to be relocated two (2) times per contract period at no additional charge and with an aggregate fleet relocation total not to exceed the number of units installed per member under this contract. Copier Right Sizing The County may request pricing from the awarded Contractor that would include equipment and service for all networked print devices, such as laser printers, at the time of the original contract or 4.I.b Packet Pg. 359 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company annually through the term of the contract. Annually, the County may review with the awarded Contractor opportunities to optimize equipment and possibly move or swap equipment to load balance equipment usage. The copier needs of the County may change over the 4-year lease period. TheCountywouldliketohaveflexibilitytoreturnupto5%ofthefleetduring theleaseperiodwithout incurring return charges or lease buyouts. Canon Solutions America will allow the County to Upgrade or Downgrade 5% of the cumulative installed population of machines over the term of the contract. This provision excludes imageRUNNER machines with rated speeds of 110 pages per minute or greater, or imagePRESS products. Support The successful offeror will be required to name a Support Manager. The Support Manager will be the person who will be empowered to be the general contact and make decisions to ensure that the contract implementation and day-to-day operation is as stated herein. This person will serve as the point of contact for the vendor and conduct the following activities: A.Meet with the County point of contact on a quarterly basis to review reports and copier placements. B.Keep the point of contact abreast of current events in the industry. C.Accept and follow through with all Change Orders and related paperwork. D.Review and coordinate the resolution of invoice disputes Canon Solutions America acknowledges and agrees. Uptime and Penalty In a work stoppage situation wither the unit must be prepared within two working days or penalty of 1/30th of the monthly lease base will be assessed for eachday it is inoperable or a loaner not provided. Canon Solutions America’s experience has shown that the benchmark for a loaner to be issued has been 16 consecutive business hours. The reason for this time frame is that in the majority of cases we have been able to remedy the problem with the inoperable machine. In the event that an item of equipment is inoperable for a period in excess of sixteen (16) consecutive business hours, Canon Solutions America will deliver a loaner unit, upon customer's written request, until the item is restored to good working order. The loaner remedy excludes machines with rated speeds of 110 pages per minute or greater, imagePRESS, Wide Format and CLC color machines. 4.I.b Packet Pg. 360 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Networking Support Offeror’s shall provide software support staff that shall coordinate with authorized user personnel in charge of the computer network to ensure proper integration of products within the customer’s office environment as well as answer questions and concerns of the equipment installed. Respondents are to provide a telephone number for IT related service support for a minimum of 90 days after installation. Network installation support and after installation network support is part of thiscontract.EquipmentshallcomplywithallCountynetworksecurityrequirementsandshallprovide network security kits as an available option or standard component. Canon Solutions America acknowledges and agrees. Driver Support Offerors shall outline in their response the types of drivers that will support the copiers, the number of different drivers recommended for use in the DuPage copier fleet, the anticipated frequency of driver updates, how drivers will be added and/or deleted and overall driver support provided to DuPage IT. Canon Solutions America acknowledges and agrees. Within the assessment process Canon Solutions America will provide the County of DuPage and all participating agencies recommendations on streamline the amount of drivers and the frequency of updates. Withthe offerportfolioare applicationsthatcanprovide significate reductioninIT resources for managing an active fleet of Canon multifunctional and single function printers. Dedicated On-Site Service Technician The successful Offeror shall provide the County a dedicated, on site, full-time (Monday through Friday, 8:00 a.m. to 4:30 p.m.) service technician or technicians as may be required at peak activity periods, trained, and qualified by the equipment manufacturer on the equipment installed. The County shall provide the service technician internet and County e-mail access, in addition to adequate work and storage space. Response times for copiers located on the County complex are expected to be within two business hours of request. If it appears that response cannot be met within two business hours, additional technicians should be sent to the County. Due to security factors, secured locations and other factors the County reserves the right to request that the vendor not "rotate" several service technicians in and out of the County should the onsite technician become unavailable. If the dedicated technician is not busy with County service requests, the awarded Vendor may schedule additional calls for the technician in the immediate area of the County complex. Once 4.I.b Packet Pg. 361 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company a County service request is made, the technician must then respond within the previously defined timeframe. If the County service request is made after hours, the service technician would need to respond to the County at 8:00 A.M. the next morning. At County’s discretion, the service technician may be requested to take manual meter reads. Included in Addendum #5 is the County of DuPage’ removal of this requirement. Canon Solutions America during the assessment of the County of DuPage or other participating agencies with multifunctional device fleets in excess of 200 units will review the requirement for a Dedicated On- Site Technician and make recommendation specifically tailored to the agency. Security Overwrite/Encryption: All proposed equipment containing a hard drive must have as available options, HDD Overwrite and/or HDD Encryption capabilities. Data overwrite standards must meet US Department of Defense (DoD) standards for data overwrite. Controls shall identify the ability to comply with all applicable policies, to ensure the protection of data, such as but not limited to: 1.Ability to password protect the device with a complex password 2.Connection filtering with access restrictions 3.Ability to have separate connections for fax and network communication 4.Confidential print jobs, including incoming fax holding with authentication 5.Security logs 6.Hard disk encryption 7.Electronic shredding and or hard disk sanitation - manual, automatic or scheduled 8.Encrypt remote administration traffic 9.Ability to apply port access controls 10.Ability to disable USB ports Optional: 1.Ability to scan badges for printing and tracking Multi- Function Devices that processes or stores data shall have the ability to comply with internal policies such as those related to computer operating systems, configuration management and patch management. For example, if a device has an underlying MS Windows™based operating system, the device must comply with Windows™policies 4.I.b Packet Pg. 362 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Goals and Objective of End-Point Security Data in transit or at rest may contain information about the organization that should be kept confidential. The goal of confidentiality is to prevent the unauthorized disclosure of information accidently or intentionally. In addition to keeping data confidential, it must be kept accurate; integrity assuresthatdata isnotaltered, eitheraccidentally orwithmaliciousintent. Confidentiality andintegrity must be achieved while still making data accessible to legitimate users. Controls should be in place to prevent attackers from denying legitimate users access to data and resources. Product Architecture and Operating System A corporate network will never be secure if the individual systems on the network are not protected againstattackbeforetheyaredeployed,andmoreimportantly,maintainedatthatsamelevelofsecurity throughout their lifecycles. Print controllers should have a system architecture that by designed is not open sourced or designed for common use. Hard Drive Data Protection The imageRUNNER device has the ability to process image data for printing, scanning, faxing, and copying, which creates efficiency in your workflows. It is important to understand how data stored on the imageRUNNER device is securely protected. Most multifunction products store image data on internal hard disk drives, similar to those found on a personal computer. Thatdata may include scannedimages, incoming faxes, spooledprintjobsstored temporarily, or files saved in local Mail Boxes for long-term archival and future print-on-demand needs. In addition, similar to that on a PC, the file data remains accessible until that disk sector is overwritten. To safeguard against these common vulnerabilities of hard drive-based storage, Canon hasintegratedstandardsecurity featureswithitsharddisk drive storage capability, thereby significantly reducing the potential threat of data misuse. The ability for thieves to recover usable information from an imageRUNNER device hard drive is made extremely difficult based upon Canon’s standard 4.I.b Packet Pg. 363 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company security features, and it is even more challenging when Canon’s optional Security Kit is installed and configured properly. All data, both temporary and permanent, sent toan imageRUNNER device iswritten in random, non- contiguous locations on the hard disk drive. Data stored on the hard disk drive of imageRUNNER devices is compressed using proprietary formats integral to the operating system, and may only be decoded on the device for increased security. The hard disk drive data directory information for imageRUNNER devices is stored on a separate system board, making file reconstruction infeasible in the event of hard disk drive removal. imageRUNNER HDD Security Options Canon offers optional HDD Security features to further enhance the protection of hard disk drive content.ThecenterofCanon’sdataprotectioninitiativeareCanonSecurityKitsoftwareandhardware offerings that contain utilities to either encrypt all user data prior to storage on the hard disk and/or initiate the overwriting of the hard disk to completely erase previously stored data. When activated, the Security Kit delivers peace of mind for those in charge of managing sensitive information and serves to meet internal company policies of data protection. Common Criteria Certification The innovative security chip at the heart of Canon’s optional HDD Data Encryption Kit and the Security Kit B Series for imageRUNNER devices have received a Common Criteria Certification of Evaluation Assurance Level 3 (EAL3). A product awarded Common Criteria Certification(CCC) means it has passeda rigorous government- sponsored inspection process for the safety and security of data entered, stored, displayed, or transmitted by networked devices. Also known as ISO 15408, Common Criteria Certification is a requirement for all hardware and software devices used by government agencies handling national security data. Although not mandatory in the private sector, systems that achieve CCC standards engender a higher level of confidence among IT professionals. Hard Disk Drive Data Encryption Feature (256-Bit AES Encryption) Encryption on the hard drive is achieved by using a multistep process to mitigate any risk of unauthorized disclosure. First, the imageRUNNER device uses\ mathematical algorithms to scramble bits of data. The data is then encrypted using 256-Bit AES encryption, making the intelligible reconstruction of files infeasible in the event the disk is removed. A secret key is created in the imageRUNNER device, which is stored in a separate system board. This secret key is used to encrypt all image data before writing to the HDD, providing protection for both temporary and permanent 4.I.b Packet Pg. 364 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company data such as documents stored in Mail Boxes. Finally, the data is stored in noncontiguous locations on the imageRUNNER device’s hard drive. Hard Disk Drive Data Erase Feature On most systems that contain a hard drive, once a file is deleted or removed from Hard Disk memory, it is still accessible until it is overwritten. An attacker with the right tools may be able to reconstruct files that have been deleted or have passed through a temporary storage area on the system. For an MFP device, the risk is the same. Each document that is copied, scanned, printed, or faxed creates some amount of data in temporary storage. With Canon’s Hard Disk Drive Erase feature, the data created for each copy, print, scan, and fax job is overwritten and erased immediately after the job is completed; therefore, no trace of the information remains on the hard disk. Choose one of three erasure methods depending on the sensitivity of your documents and applications: overwrite once with null data, overwrite once with random data, and overwrite with random data three times for maximum security protection. Overwriting prevents information from being retrieved by data, disk, or file recovery utilities. Overwritingisresistanttokeystrokerecoveryattemptsexecutedfromstandardinputdevicesandfrom data hacker tools. The overwriting process includes not only the logical storage location of a file, but also includes all addressable locations. The security goal of overwriting is to replace written data with random data Canon Fax Boards Have Firewall Protection Since the advent of MFPs, there has been a misconception about the possibility of network penetration via the public switched telephone network (PSTN) used for voice and fax transmission. Canon imageRUNNER devices may be equipped with a G3 fax board. To help prevent network penetration via the public switched telephone network, the imageCHIP system architecture’s firewall physically and logically separates the fax modem from network functions residing on the main controller board. The G3 fax board implementation connected to the public switched telephone network responds only to CCITT.T30 commands and does not support network communication protocols, preventing hackers from initiating a malicious network attack via the fax port on a Canon imageRUNNER device. Only G3 Fax protocol data can be exchanged; otherwise, the circuit is disconnected with a fax error code. The imageRUNNER device’sFax Boarddoesnotcome witha binary transferfunctionand, therefore, it is not possible to receive data files other than fax image files. In the very unlikely event that the fax 4.I.b Packet Pg. 365 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company boarddidreceivea data file that“pretended” tobeafax image data file, thecallwouldbe disconnected and result in a fax error code. Fax Destination Confirmation To help prevent faxed documents from being inadvertently sent to the wrong destination, imageRUNNER devices offer a Confirm Entered Fax Number feature for additional protection. When enabled on the device by an administrator, users will be prompted to re-enter the recipient’s fax number prior to sending in order to confirm that it matches the original one specified. If the fax numbers do not match, the user will be prompted to enter the original number again and re-confirm. Fax Forwarding This function allows select imageRUNNER devices equipped with a fax board to forward inbound fax transmissions to specific recipients or destinations. This is done by setting predetermined conditions or storing faxes in a secure Memory Reception Inbox for later printing rather than permitting incoming messages to pile up in an open output tray. Memory Lock Documents received by select imageRUNNER devices equipped witha fax board may store incoming fax documents into a memory reception box until the recipient is available to print and accept them. This user-selectable feature allows a department or company to maintain document hardcopy security over their received documents until they are ready to physically retrieve them. This is good for high-traffic areas where users cannot immediately pickup incoming faxes. Access User Authentication Every user should establish his or her identity before accessing any resource. Authentication is the method used to verify that the user is who he or she claims to be. The most common authentication mechanisms include passwords, smartcards, and two-factor authentication, such as a combination of a password and card access. Access Control Every user’s identity is associated with a role and privileges. These decide what the user can access and what actions the user can perform on a given resource. Access controls help protect resources from unauthorized access, modification, and deletion. Role-based access controls (RBAC) are the most common implementation of access controls. Encryption The confidentiality and integrity of data must be protected while it is in storage and during network transmission. Protectionofdata during transmission is commonly achievedthroughthe use ofencryption, including Secure Socket Layer (SSL), IPSEC, and algorithms such as TDEA (3DES), AES and RSA. 4.I.b Packet Pg. 366 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Logging/Auditing Audit trails help system owners and auditors confirm that the implemented security mechanisms, such as authentication and access controls, network systems, and application logs are implemented to serve this purpose. Access Management System Canonofferstworobusttoolstolimitaccesstoeachofthe functionsandfeaturesonimageRUNNER devices at the user and group-level, such as Copy, Send, Fax, Print, Mail Box and Scan. Within each device function, access to individual features or tabs can also be further restricted as a part of the Access Management System. When Single Sign-On has been enabled on a device, users will need to be successfully authenticated at the local device or domain-level before they are permitted access to the functions and features that their role allows. Access to the following functions and features can be restricted: Print* Copy Send (including the Fax function) Mail Box (including Job Hold function) Web Utilities Utilities MEAP Applications Administrators can use the entry-level Access Management System option to define and assign roles onindividual imageRUNNER devices. Atthe enterprise-level*, the imageWARE AccessManagement System Plug-in for Canon’s imageWARE Enterprise Management Console device management software provides centralized administration of multiple imageRUNNER devices. Password Protection for Mail Boxes Most imageRUNNER devices offer hard disk drives with a portion of capacity reserved for digital document storage in Mail Boxes. With the ability to store thousands of pages and files for archival, print-on-demand, or collaborative projects, Canon imageRUNNER devices serve as local document libraries as well as output devices. Documents created throughout the day can then be printed and collected in a single trip to the device to maintain privacy and efficiency. Documents intended for specific recipients remain under control with password protection. Administrators retain control of storage limitations to guard against access to files stored in unlocked Mail Boxes. 4.I.b Packet Pg. 367 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Documents are stored on the internal hard disk drive until deleted, though administrators can also limit storage time of documents stored in Mail Boxes. Network Network Access Control Inadditiontoauthenticationanduser-basedaccesscontrols, the imageRUNNER device alsoprovides a number of features that deliver protection against network threats. Standard within imageRUNNER devices, administrators can block specific systems and IP/MAC addresses from connecting to the device, as well as access to service ports, applications and connectivity options. IP Address Filter The IP Address Filter on the imageRUNNER device performs a function common to many firewalls. Authorized IT personnel can permit or reject incoming packets from specific IP addresses or range of IP addresses. This allows you to restrict access to the imageRUNNER device for specific users or groups of users based on where they are on the network. Additionally, the imageRUNNER device also allows administrators to apply IP address filters for outbound connections as well. For example, for certain functions such as Remote Copy and Universal Send, administrators can block or restrict end-users from sending files to specific IP addresses. This can help minimize the risk of data falling into the wrong hands by being sent out of the company or to untrusted systems Media Access Control (MAC) Address Filter MAC address filtering is useful for smaller networks where administrators can manage controls for specific systems, regardless of the subnet to which they happen to be connected. For environments using Dynamic Host Configuration Protocol (DHCP) for IP address assignments, MAC address filtering can avoid issues that are caused when DHCP leases expire and a new IP address is issued to a system. As with IP address filters, MAC address filters can be usedto allow ordeny access to specific addresses. Up to 100 MAC addresses can be registered and easily added, edited, or deleted through the Remote UI interface. MAC address filters take a higher priority than the IP address filters; so necessary systems can be allowed or denied; even if the system’s IP address would dictate otherwise. Application/Port Access Control Canon understands that organizations have varied needs and security standards for remote user access and remote administration, and that every open port and enabled service provides another potential path of attack on the system. The imageRUNNER device has been set up to support only the necessary protocols used for transferring data, which are restricted using a network application. Unauthorized access from the outside is blocked through IP-address-based connection and PC- specific MAC address restrictions. Network protocols, such as IPP, FTP, SNTP, SNMP, RAW, LPD, 4.I.b Packet Pg. 368 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company and others, can also be switched on or off at the administrator’s discretion. Disabling unneeded services, protocols, and ports assists in securing the network by reducing potential intrusion points. USB Block USB Block allows the System Administrator to help protect the imageRUNNER device against unauthorized access. This function may be set to permit or prevent the use of USB Device/Host Interface. System Administrators can use this function when connecting the device to a computer via a USB cable or when connecting a USB device to the imageRUNNER system. When the “Use USB Device” and “Use USB Host” modes are set to “off,” USB connections between the imageRUNNER device and a computer as well as the imageRUNNER device and a USB device are prohibited, helping to prevent unauthorized access. Secure Socket Layer (SSL) Encryption Many organizationsare quite diligentaboutprotecting dataasitistransferredbetweenPCsandservers or from one PC to another. However, when it comes to transmitting that same data to and from the MFP device, it is almost always sent in clear text. As a result, it may be possible to capture all the data as it is sent to the printer via the network. Canon helps mitigate this dilemma by providing Secure Socket Layer (SSL) encryption support for some transmissions to and from the imageRUNNER device, such as scan-to-email, Internet-fax (i-fax), Remote UI, Web Access and DIDF.As a communications hub, imageRUNNER devices are capable of connecting your business with high- speed information distribution capabilities through Canon’s Universal Send technology. By leveraging the power of your existing data network infrastructure, you can scan and send TIFF, PDF, and JPEG files to any network destination–email addresses, network servers, file folders, and Internet fax numbers.EventhoughscanneddataisjustpassingthroughyourMFP, datastreamscanbeintercepted as they travel to their intended destinations. Canon imageRUNNER devices utilize SSL technology to encrypt the content of emails and i-faxes when sending to authorized destinations. SSL for scan and send provides transport layer security to ensure documents scanned on an imageRUNNER device are safely transmitted to the recipient. Device Information Delivery Function (DIDF) DeviceInformationDeliveryFunction(DIDF)allowstheadministratortoeasilymanageandmaintain imageRUNNER devices over a network and ensures that these devices are configured in accordance with the company’s security policy. The administrator sets an imageRUNNER device as a reference machine and the management data can be distributed and registered automatically to up to 100 other specified imageRUNNER devices on the network. Data that can be managed includes the Address Book, Forwarding Settings, Favorites Keys, Department ID, and settings entered in [Additional Functions]. 4.I.b Packet Pg. 369 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Document Security Canon imageRUNNER devices are equipped with a host of features and functions to help minimize accidental disclosure of data to casual observers. From basic facedown output to secure printing, Canon protects your information with the following security technologies. PDF Encryption In addition to SSL encryption for sending scanned documents, the imageRUNNER device also uses Adobe®standards to allow users to scan and send documents as encrypted PDF files. This is performed directly at an imageRUNNER device equipped with Universal Send, without the need for additional software. PDF Encryption provides an additional layer of security beyond SSL, and helps to ensure that documents are still secured once they reach their destination. By requiring a password to open the document or to print, change, or extract data, PDF Encryption gives businesses increased control over documents, even after they leave your hands. For even greater protection, the password itself can be encrypted to further restrict unauthorized users from viewing documents. Users may select either 40-bit or 128-bit encryption. Encrypted Secured Print/Secured Print Encrypted Secured Print and Secured Print are essentially delayed, authenticated print features that hold a print job in queue on the imageRUNNER until the user enters a specified password authenticated at the device to release the job. This ensures that the user is in close proximity when the documentisprinted. TheimageRUNNERdevice requiresthe usertosetapasswordinthe printdriver window when sending a print job from a connected PC. With Encrypted Secured Print, the data transmitted across the network is encrypted and automatically deleted once printing has been completed. Watermark/Secure Watermark Watermarks allow users to embed owner information in documents, which can be retrieved in either its printed or digital form. Secure Watermarks allow users to embed hidden text that becomes visible when the document is copied, deterring the making of unauthorized copies. Watermarks and Secure Watermarks work by inconspicuously embedding coded information in the document, much like the ones used in bank notes. Address Book Protection A number of security measures have been implemented within imageRUNNER devices to help protect the information stored in the Address Book and provide control over the destination types that can be used. Address Book Password Administrators can enable the password-protection feature on the imageRUNNER device to control access to the data stored in the Address Book. Once enabled, users 4.I.b Packet Pg. 370 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company must enter the correct password on the device to add, change or delete entries. This helps ensure that only authorized recipients receive documents. Address Book Destination Restriction Users can be restricted from adding new addresses by specified destination type such as fax, emails, i-fax and file when sending documents through Color Universal Send. Each restricted destination type will be grayed out and unavailable for selection on the Send interface of the device. When enabled, users may only select addresses registered in the address book. imageWARE Secure Audit Manager To help protect confidential data, reduce the impact of information loss and assist in meeting strict government guidelines, Canon’s proprietary imageWARE Secure Audit Manager software provides tracking and accountability of documents sent to and from Canon imageRUNNER and imageRUNNER LBP devices. Ideal for government, legal, finance and educational organizations, imageWARE Secure Audit Manager is the first product that provides hardcopy document distribution transparency for all print, scan, fax, copy and send jobs. In an effort to deter information leakage, crucial data such as the user ID, time/date, send/receive and an indexed record of what was sent can easily be searched and retrieved. imageWARE Secure Audit Manager captures all job log information, along with its image and text data, and stores it in a central repository to create a complete and detailed audit trail. Once captured, information can be retrieved using one of three search features: image search provides the ability to locate documents based upon images contained within the document itself, full text search finds matches from patterns of words, and attribute search enables the identification of matches based on device name, job log ID, IP address and more. To aid in proactive leak detection, administrators can enable Keyword Notifications to send alerts via email when designated phrases are detected in copy, fax, scan, print, and send jobs. 4.I.b Packet Pg. 371 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Installation and Implementation The County desires that the successful Vendor will install the copiers within twenty (20) calendar working days or upon request after award of contract with required training in place during the same period of time. The implementation plan (included in the evaluation criteria) needs to include a detailed methodology on coordinating installation of new equipment while removing the existing equipment with minimal disruption to business continuity. Canon Solutions America, Inc. has provided an overview in Tab 4 Resources, Approach and Methodology Section 17.We will notbe responsible for removal or disposal ofthe currentequipment. End-User and Key Operator training The Offeror will provide, at their expense, all training required for the operation of any equipment at any site at any time. All locations have a large number of users; the Offeror may use a “Key Operator” concept and specifically train one or more individuals in depth. If a “Key Operator” or other trained personnel should leave a location, the replacement must also be trained in a timely manner. Additional onsite training will be available without charge when requested by the County. Training [multifunctional copiers only] CSA will provide Key Operator and User training on Canon brand products via eLearning as our standard offer. For Customers that require on-premises Key Operator Training, CSA may an operator training program for the key operators and operations demonstration for users to be scheduled at mutually agreed times shortly after the initial installation and as needed thereafter. Key Operators shall be trained in the removal of simple misfeeds, the addition of supplies and toner, and the cleaning disciplines required of the specific machine. They will also be instructed in the routine necessary to acquire service, phone numbers to call and people to reach. This information shall also be clearly posted on each unit. Training for use of software included with equipment shall be provided shortly after installation, and additional training and support for future enhancements may be required. Product trainers shall be certified by the manufacturer on the equipment and software supplied through the agreement. Training [All other products] CSA will provide Key Operator and User training via eLearning or as mutually agreed upon by the Customer and CSA (which may be at an additional charge). 4.I.b Packet Pg. 372 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Reporting Requirements The Offeror shall maintain an inventory record that identifies all equipment delivered, removed, and replaced under this contract. The inventory record will be provided to the County on a yearly basis or as requested. The report shall include: (1) make and model, location, serial number and all options of the installed equipment, (2) record of performed maintenance and repair, (3) monthly volume of copies produced, by copier, (4) total billing for all copier services provided during this period, and (5) average monthly usage by copier for the contract period. Vendor shall indicate online reporting capabilities assessable under this agreement. Invoicing Invoicing will occur on a monthly basis. Invoices will be made available online and be downloadable. Invoices will contain all or a mix of the following: County Identification number Purchase Order Number Department Reference Invoice number Invoice date Serial # Model # Invoice Due date Lease Time Period (beginning and ending dates) covered by invoice Copier location (address, building number, floor number and room number) Beginning meter number and ending meter number, total copies made during billing period Monthly copy allowance Copy overages Lease costs Remittance address Vendor contact information for resolving invoicing issues Vendor will generate individual department invoices and consolidated statements and will collaborate with the County on a unified electronic billing format Copiers appearing on department invoices will be determined by the DuPage Finance department. Invoices will be made available for downloading or can be pushed to end users via email. 4.I.b Packet Pg. 373 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Vendors will be able to receive payment via ACH (Automated Clearing House), Procurement Card (P-Card) and checks. Vendor will structure invoice allowing it to be downloaded to Info Lawson EFP, allowing invoice amounts to be charge to various departments. Canon Solutions America, Inc, acknowledges and agrees. Additionally for Participating Agencies with can generally accomidate most request, generally following the guidelines below: Equipment Billing If you elect to utilize the retail option, equipment billing will be provided by Canon U.S.A.'s wholly owned leasing company, Canon Financial Services, Inc. (CFS). CFS generates and mails monthly invoices with 19-days lead-time. Payments are due on the 1st, 10th, or 20th of the month, depending on the date of contract commencement and contract type. We offer invoices based on individual contracts or all contracts together, detailing them on one invoice. Maintenance Billing We strive to provide billing statements that are rich in information yet easy to understand. We can accommodate most types of billing requests, including but not limited to: summary or detailed billing, mid-month and non-standard billing dates, and custom formatting. Our invoices are prepared in MS Excel, which can easily be imported into SAP and/or PeopleSoft. We will work with you to ensure that the invoice format is compatible with your accounts payable process. All invoice payments are due within 30 days of receipt. CFS can also accommodate maintenance billing if required. Customizations Whenleasing throughCFS youwill have onlineaccesstoextensive information/reporting capabilities. Invoicing information is available via an MS Excel - friendly file creator. This format allows you to manipulate columns online to offer sorted invoicing information: General invoice/address information, itemized charge detail, equipment schedule, and copy/aggregate usage detail. Individual invoice processing is available with the following features: i Print invoice: allows you to view or print one invoice at a time i Sort/Print Invoice: allows you to choose a combination of sort options i Download Invoice: allows you to export file to ASCII or spreadsheet formats i Electronically Pay Invoice: apply online to make a recurring monthly transfer or a one-time transfer electronically For general leasing questions, you may also contact the CFS Contract Portfolio Management group at 1.800.220.0330 or canoncustomer@cfs.canon.com. You can reach them between the hours of 8:30 am and 8:30 pm EST. 4.I.b Packet Pg. 374 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Additional comments The County of DuPage Solicitation #18-020-LG (the “Solicitation”). Respondent, Canon Solutions America, Inc. (CSA”) Response Overview. 1. Reference to the Agreement in Customer Purchase Orders “Notwithstanding any provision of this purchase order to the contrary, the use of this purchase order shall be for the Customer's administrative convenience only, and any terms and conditions in this purchase order which conflict with, vary from, or supplement the terms contained in [resulting NIPA Contract] between Canon Solutions America, Inc. and [DuPage County], shall be deemed null and void.” 2. Referenced Sections of the Solicitation General Statement: Canon Solutions America has read, understands and agrees to the sections of the Solicitation in their entirety, except as noted in in our response, including the Exceptions to Request for Proposal Language, , and understands that the sections referenced below will be incorporated into the agreement resulting from this Solicitation: -Section 1 - Project Information -Section 2 - Instructions to Offerors (CSA requires the right of assignment to, or leasing from, Canon Financial Services (“CFS”), a wholly owned subsidiary of CSA’s parent, Canon U.S.A., and CSA’s affiliate, to handle finance and billing on CSA’s behalf) -Section 3 – General Conditions -Section 4 – Special Conditions (CSA requires the right of assignment to, or leasing from, Canon Financial Services (“CFS”), a wholly owned subsidiary of CSA’s parent, Canon U.S.A., and CSA’s affiliate, to handle finance and billing on CSA’s behalf) -Section 5 – Insurance Requirements (CSA will endeavortonotify The CountyofDuPageofany changeswithinthirty (30)daysofreceiving such notice from CSA’s insurers. -Section 6 – Scope of Work and Specifications 3. Ancillary Form Agreements From time to time, the attached agreements are used in conjunction with this agreement for administrative purposes and to provide additional contract terms. Additional agreements for Managed 4.I.b Packet Pg. 375 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Print Services and Enterprise Managed Services are specific to the Customer and will be provided and agreed upon prior the engagement. Please see Exhibit x. Enterprise Solutions and Services (ESS) . Exhibit y. Large Format Solutions (LFS) Exhibit z. Production Print Solutions (PPS) 4. Summary of Responsive Terms a. Venue By submitting this response, for The County of DuPage only, CSA has agreed that the venue for all disputes, arising out of the solicitation process, including but not limited to judicial review of any protest decision, will be exclusively in the circuit court for the Eighteenth Judicial Circuit in DuPage, Illinois and that Illinois law will control. For all other Customers purchasing or leasing cooperatively off the agreement, disputes that may result between the Customer and CSA are to be resolved in accord with the law and venue rules of the State of purchase. b. Fiscal Funding Out Clause When Municipalities are allowed by their state or local laws to cancel an equipment lease obligation if the Municipality's legislative body or funding authority elects not to appropriate funding for a new fiscal year the leases and services agreements resulting for the agreement may be terminated due to the lack of fiscal funding, provided the Customer can: 1) Provide proof that funding was requested; 2) Provide proof funding was denied; and 3) agrees that no similar lease or services will be provided by another vendor for a period of one (1) year. c. End of term Options Except in the case of a lease schedule containing a $1.00 purchase option, each schedule shall automatically renew on a month to month basis at the same payment amount and frequency unless Customer, at least sixty (60) days before the end of the scheduled term or any renewal term, either; (i)Exercises the purchase option in accordance with the terms hereof, or; (ii)Sends to CFS written notice that Customer does not want to renew the Schedule and at the end of such term returns the respective Equipment as provided below. CFS may cancel the automatic renewal term by, at least sixty (60) days before the end of any term, sending Customer written notice that CFS does not want the respective Schedule to renew. Unless a Schedule automatically renews or Customer purchases the Equipment as provided in the agreement, Customer shall, at the termination oftherespectiveschedule,returntheEquipmentingoodoperatingconditionassetforthintheReturn and Restocking Policy. 4.I.b Packet Pg. 376 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company d. Return and Restocking Policy Customer shall at the termination of the respective lease or rental schedule, return the equipment at its sole cost and expense in good operating condition, ordinary wear and tear resulting from proper use excepted, to a location specified by CFS. If, for any reason, Customer shall fail to return any equipment subject to a lease or a rental schedule to CFS, as provided in the agreement, by the last day of the applicable term, Customer shall pay to CFS upon demand, one billing period's payment (as specified in the applicable lease schedule), for each billing period, or portion thereof that such delivery is delayed. If Customer wishes to return supplies, you can call the toll free number located on your Canon equipment to reach a Customer Service Representative who will facilitate the return process. We will pick up over shipped or defective supplies at no cost to Customer. Additionally, when Customer upgrades equipment, we will pick up any leftover toner, at no cost to Customer. We will assess other restocking fees on a case-by-case basis based on factors including, but not limited to, reason, type, and locations. Our supply department pre-approves all billable pickups before we issue a Return Merchandise Authorization (RMA). e. Delivery Commitment All lease and purchase charges quoted are inclusive of delivery and installation of all Canon brand equipment. CSA will deliver all equipment hardware within twenty (20) business days from receipt of appropriately signed and executed order document, barring any circumstances outside of our control, such as national backorder. CSA makes every reasonable attempt to meet Customer’s requested delivery dates/times. However, because CSA may be subject, from time to time, to manufacturer production or shipping delays (or both), CSA may allocate distribution among all of our customers. Unfortunately, at times, this limits the delivery of requested quantities. Lead times for some products and services, including third-party software solutions and CSA’s Managed Print Services offering, are determined by a mutually approved statement of work and formal project plan developed during the discovery phase of the project. f. Products not offered on the National IPA website (Open Market) CSA intent is to offer the majority of our Canon and alliance products, software and services within the published pricing list. There will always be items that are not listed on the National IPA website. These items will be known as “open market items.” These Open Market items can include but are not be limited to; products, software, services subscription services, trade-ins, etc. Open Market items are subject to best available discounting that would be given to governmental customer following our national cooperative discount process. Managed Print Services and Enterprise Managed Services are considered Open Market and are specific to the agency and will be provided and agreed upon prior the engagement. Equipment included in agreements for Managed Print Services and Enterprise Managed Services will be priced as contained in this agreement. 4.I.b Packet Pg. 377 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company g. Substitution Models From time to time CSA will provide replacement or substation models prior to the updating of the pricing pages for the agreement. The County of DuPage or participating agency may refer in its purchase orders or other ordering documentation the new model and the corresponding legacy model price. h. Replacement of Canon Branded Equipment CSA warrants the Canon Brand equipment it supplies will be free from defects in material and workmanship for ninety (90) days from the date of delivery. In addition, after such ninety (90) day period, CSA will maintain such equipment in good operating order per manufacturer's specifications provided subject to normal use. Within five (5) years for purchase or the term of the lease, of original installation of any newly installed Canon brand equipment covered by the agreement, CSA will at Customer's written request, replace such equipment with a like unit if Customer meets the following three conditions: (1)The equipment is continuously and exclusively serviced by CSA from and including the date of original installation; (2)Customer fulfills all terms of the agreement; (3)Before requesting a replacement unit, Customer gives CSA the opportunity to cure any service problems which Customer may have with the equipment. In the event that an item of equipment is inoperable for a period in excess of sixteen (16) consecutive business hours, CSA will supply a loaner unit until the machine is restored to good working order. i. Technical On-site Response Time Response time forfleetswithDedicatedOn-Site Technicians(including The County ofDuPage): CSA will commit to a fleet average response of two (2) hours, over four fixed quarterly intervals per year. Response time shall be calculated from the time the Customer call is placed with CSA’s dispatch department, until the time the technician arrives at the individual location. Response times are calculated between 8:30am and 5:00pm, Monday through Friday, excluding CSA’s recognized holidays. For the individual location which has multiple machines and active service calls, the technician's arrival shall stop the response time calculation for all open service calls at that location. Thisprogramdoesnotinclude single functiondevices(printers, facsimile andscanners), imagePRESS, production, and wide format models. j. Response Time for Participating Public Agencies CSA will commit to a fleet average response of four (4) hours, over four fixed quarterly intervals per year. Response time shall be calculated from the time the customer call is placed with CSA’s Dispatch department, until the time the Technician arrives at the individual location. Response times are calculated between 8:30am and 5:00pm, Monday through Friday, excluding CSA’s recognized holidays. For the individual location which has multiple machines and active service calls, the Technician's arrival shall stop the response time calculation for all open service calls at that location. 4.I.b Packet Pg. 378 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company Thisprogramdoesnotinclude single functiondevices(printers, facsimile andscanners), imagePRESS, production, and wide format models. k. Training [multifunctional copiers only] CSA will provide Key Operator and User training on Canon brand products via eLearning as our standard offer. For Customers that require on-premises Key Operator Training, CSA may an operator training program for the key operators and operations demonstration for users to be scheduled at mutually agreed times shortly after the initial installation and as needed thereafter. Key Operators shall be trained in the removal of simple misfeeds, the addition of supplies and toner, and the cleaning disciplines required of the specific machine. They will also be instructed in the routine necessary to acquire service, phone numbers to call and people to reach. This information shall also be clearly posted on each unit. Training for use of software included with equipment shall be provided shortly after installation, and additional training and support for future enhancements may be required. Product trainers shall be certified by the manufacturer on the equipment and software supplied through the agreement. l. Training [All other products] CSA will provide Key Operator and User training via eLearning or as mutually agreed upon by the Customer and CSA (which may be at an additional charge). 4. Exhibit vii. Disadvantaged Business Enterprise When a participating Purchasing Agency wishes to engage a Certified Disadvantaged Business Enterprise to perform functions, services, or support covered within the County of DuPage Agreement and with CSA’s approval; a billing and discount arrangement will be agreed upon with the Certified Disadvantaged Business Enterprise. The Participating Purchasing Agency will receive the same level of pricing and services as outlined in the DuPage Agreement. If a Participating Purchasing Agency requires the performance of functions, services or support not covered within the County of DuPage Agreements, the Participating Purchasing Agency and Certified Disadvantaged Business Enterprise will negotiate the requirements, terms, conditions and compensation. 5. Exhibit viii. Sponsorship Fee As part of CSA’s commitment to providing excellent support for the County of DuPage and the National IPA agreement, we are requesting the inclusion of the process listed below, so that we can better support certain Participating Purchasing Agencies. 4.I.b Packet Pg. 379 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company From time to time Participating Purchasing Agencies will organize a separate buying group under a lead or parent organization (the "Sponsor") for the purposes of consolidating buying agreements, locally, regionally or nationally. These Sponsors will perform, for their buying groups, various functions, services or support. To compensate Sponsors for their functions, services and support, Sponsorsmayrequestorrequireafee(fixedamountorpercentageofsales)inrespectofprocurements made by Participating Purchasing Agencies in their separate buying groups, and they may desire that the fee be collected and remitted by the vendors, rather than being paid directly by the Participating Purchasing Agencies to the Sponsors. Accordingly, as supplier under County of DuPage Agreement is permitted, if a Sponsor requests or requires a fee in respect of procurements made by Participating Purchasing Agencies, which are members of the Sponsor's separate buying group, to increase the pricing otherwise payable by such Participating PublicAgenciesunderCountyofDuPage Agreementby theamountofsuchfee(without itemizing as a separate line item); provided, however, that all such fees shall be remitted by CSA to the Sponsor. 4.I.b Packet Pg. 380 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Response to Section 6 –Scope of Work and Specifications Canon Solutions America, Inc. A Canon U.S.A. Company County of DuPage Exceptions / Standard Review of Bid Terms and Conditions 4.I.b Packet Pg. 381 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 382 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 383 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 384 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 385 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 386 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 387 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 388 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 389 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 390 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 391 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 392 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 393 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 394 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 395 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 396 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 397 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 398 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 399 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 400 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) 4.I.b Packet Pg. 401 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Corporate Profile Canon Solutions America, Inc. A Canon U.S.A. Company Corporate Profile Canon Solutions America, Inc. is a Canon U.S.A., Inc. Company providing integrated systems technology that comprises one of the strongest solutions portfolios in the document management industry. Our unique and successful heritage is built upon an ability to offer benchmark levels of service and support. Canon Solutions America, Inc. is a wholly-owned sales subsidiary of Canon U.S.A. Inc. operating within the United States and part of the region called Canon Americas. With over 150 offices in most major metropolitan areas throughout the U.S., Canon Solutions America, Inc. continues to grow, providing sales, service and support of Canon’s document management technology. Canon Solutions America, Inc. continues to expand into cities where companies may benefit from working directly with a Canon U.S.A., Inc. sales subsidiary. Combining the strengths of the former Canon Business Solutions, Inc. and Océ North America, Inc., Canon Solutions America provides industry leading enterprise services, advanced production print technology and large format solutions supported by experienced professional service offerings. Canon Solutions America helps companies of allsizestoimprovetheir businessby increasingefficiency, controlling costsand becoming moreenvironmentally conscious. Canon is a $36.1 billion company that pursues global diversification with regional operations in the Americas, Europe and Asia. In our global structure, each region handles comprehensive sales and marketing duties. Throughout the group there are 197,673 employees and 367 research, manufacturing, and sales subsidiaries. The high priority Canon places on its Global R&D effort is evident in its devotion of more than 8.9% of annual revenues in 2016. Canon’s efforts in this area include a more regional focus in order to develop technologies that meet the specific demands encountered in the Americas, Europe, and Asia. Based upon the number of registered US patents filed by Canon, you can easily conclude that we have 4.I.b Packet Pg. 402 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Corporate Profile Canon Solutions America, Inc. A Canon U.S.A. Company spent our Research & Development dollars effectively.In 2016, Canon Inc. ranked third overall in patents registered in the U.S. with a total of 3,665 patents. Canon Solutions America, Inc. offers many unique benefits. We offer a full range of technologies, as well as implementation and help desk support. In addition, national customers enjoy consistent best- in-class support for all their locations nationwide. A staff of product and software application experts isdirectlyaccessibletoassistourcustomerswiththe continualtaskofstreamliningworkflowprocesses through innovative technology. Given all of the areas of support employed by Canon Solutions America, Inc., it’s easy to see why we position ourselves as a total document management solutions provider. Our diversified portfolio of solutions touches upon every point of the document cycle within a company’s workflow. There are many reasons why Canon Solutions America, Inc. is a premier choice for you to consider for your imaging systems/document management needs. Here are a few: Weareasinglesourcesolutionsprovider.Ourhardware,software,andthird-partyenablers combine for one of the most diverse portfolios in the industry. We are a Canon U.S.A., Inc. Company.The relationship we have with our parent company is a strong and valued one. We are committed to providing outstanding quality and value that lives up to the Canon name. Canon office equipment is the #1 brand in the industry.Being #1 is not reason enough to partner with any company. It does however provide assurance that the technology is widely accepted and utilized in the ever-changing world of business. Staying ahead of the technological curve requires a commitment to excellence that never ceases … from research and development to manufacturing and marketing. Our ability to draw upon the support of Canon U.S.A., Inc.and the technology they represent, yet still have the flexibility to create local programs which meet the specific needs of the markets we support, is a one/two combination rarely found in business. We will continue to develop ways in which to improve our capabilities and ultimately provide you with outstanding customer service. To that end o We will listen to understand your requirements. o We will provide the necessary solutions to meet those requirements. o From a financial perspective, we will provide benchmark value. o We will offer outstanding service and support to ensure your ongoing satisfaction. 4.I.b Packet Pg. 403 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Brief History Canon Solutions America, Inc. A Canon U.S.A. Company Brief History 1970-1980 What would become Canon Business Solutions began as four independently operating organizations marketing the Canon brand of office and production equipment in New York, Philadelphia, Chicago and Los Angeles. 1980-1999 Canon continued to set new industry standards for black-and-white, color and fax technology. By the end of the 1990s, all four independent sales companies had been purchased by Canon U.S.A. and comprised the foundation of the Canon subsidiary sales and service network. 2000-2010 Under the direction of Canon U.S.A., the four foundational offices changed their marketing to come under the banner Canon Business Solutions as a means to differentiate and showcase their offerings in the Canon family. Coinciding with the name change was a national expansion to many of the top metropolitan regions within the United States. In 2003, the New York and Philadelphia subsidiary companies merged to combine their strengths and grow throughout the East Coast, while the Chicago office would serve as the foundation for the new Central region and Los Angeles the same for the new Western region. By 2008, the three regions officially merged to form Canon Business Solutions, Inc., a wholly-owned subsidiary of Canon U.S.A., Inc. The combined strength and shared vision of the Canon Business Solutions company would better position Canon to meet the growing demands of customers locally, regionally andnationallywitha streamlinedorganizationofenhancedsystemsandprocessestobenefit all customers. Canon Business Solutions opened more than 50 offices across the U.S., dedicated to the business customer and designed around a mindset of superior sales and service solutions. 4.I.b Packet Pg. 404 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Brief History Canon Solutions America, Inc. A Canon U.S.A. Company 2011-Present In 2010, a Canon U.S.A. subsidiary acquired assets of North Carolina-based Tereck Office Solutions, Inc. as a means to continue to grow Canon Business Solutions offerings specifically in North and South Carolina and the surrounding areas. The subsidiary, Canon Business Solutions-Tereck, merged into Canon Business Solutions in 2011. In 2008, assets of San Francisco-based Newcal Industries were acquired by a Canon U.S.A. subsidiary to grow the Western footprint of Canon Business Solutions, continuing Canon’s vision to be the leading document and imaging sales and services organization in the United States. The subsidiary, Canon Business Solutions-Newcal was merged into Canon Business Solutions in 2012. On January 1, 2013, Canon U.S.A. merged Océ North America into Canon Business Solutions to form one of the largest document and imaging business-to-business sales and service organizations in the world. The merged organization has been renamed Canon Solutions America, Inc. Market Coverage and Distribution To find a local branch near you please use this link http://l.csa.canon.com/ 4.I.b Packet Pg. 405 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Commitment to the Government and Educational Sectors Canon Solutions America, Inc. A Canon U.S.A. Company Commitment to the Government and Educational Sectors Over the past 10 year Canon Solutions America, Inc. has had an extremely good relationship the NIGP. We have been supportive of the association and board. Beyond attending the annual Forum we have provided subject matter experts and speaker for the local chapters. Over the pastfouryearswe have witnessedthe transformationofthe association through the restructuring of the governance board NIGP 2.0. This transformation has increased participation by the members and member value. We will remain a proud supporter of the NIGP. The education from NIGP and the interaction with the nation’s top public procurement professionals has help us understand the true value of a strong piggybackable agreement, vetted by a top leadagency and managed by a national cooperative. Understanding the covenants that the CPPB or CPPO need to keep for their constituents provides guidance that assist our engagements with public entities. Our sales representatives are equipped with the knowledge of cooperatives and the impact on cost reduction and the speed to implementation by leveraging a well-constructed agreement. Connecting Suppliers with the Public Procurement Community - NIGP’s Business Council comprised of representatives from each company participating in the Institute’s Enterprise Sponsor Program. Enterprise Sponsors are leaders in their respective industries and have demonstrated a shared commitment to NIGP’s values of: Accountability, Ethics, Impartiality, Professionalism, Service, and Transparency. We have been an established and active member and participant since 2008, and are considered subject matter experts regarding NIGP’s Business Council and their activities. The mission of the Business Council is to… Serve the NIGP membership and procurement profession through the sharing of resources and expertise in support of NIGP’s educational, research and advocacy mission. In essence, the Business Council connects the supplier’s perspective withthe public procurementcommunity andisdedicatedtoimproving the buyer/supplier relationship. For the past two years Paul Murphy, VP Major Accounts and Vertical Markets provide guidance as the Chair. 4.I.b Packet Pg. 406 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Commitment to the Government and Educational Sectors Canon Solutions America, Inc. A Canon U.S.A. Company Commitment to the Government and Educational Sectors Canon Solutions America, Inc. has invested in research and established realtionships with the leading associations within the Educational Market. Print still plays a critical role in education fron the youth entering organized education to the graduates of the most presient higher eduction institutions. To gain a better understanding of the market sectors needs we have worked with may associations, some listed below: 4.I.b Packet Pg. 407 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) National Cooperative Capabilities Canon Solutions America, Inc. A Canon U.S.A. Company National Cooperative Capabilities Canon Solutions America, Inc. has developed the DuPage Agreement provided to the National IPA Participating Agencies as a premier agreement in the National IPA portfolio. As a Top Tier Supplier of National IPA, we have earned the respect of the organization and the top preforming agencies that see cooperative purchasing as a viable asset in the procurement tool box. The past agreement with the County of DuPage has had a broad appeal to agencies with organization acquiring products from multifunctional device fleets, standalone scanners and facsimiles, production centers complete with book finishing and web submission software, large format printers along with managed print services. Prior to the new agreement’s start date, we will add High-end Production Print. This is a very specific product with defined applications and once available through a cooperative will provide those agencies with a streamline approach to acquisition. The vast majority of the Canon Solutions America, Inc. sales organization has been trained, are competent in discussing the value of cooperative purchasing and have been successful in helping the Participating Agencies s acquire products and services through. Our administrative Group including the individual s that work directly with the agencies have become experts at combining terms for the County of DuPage Contract CP-002-13 with the agencies standard and specific terms. Presently over 5,000 National IPA Participating agencies have used the County of DuPage Contract CP-002-13 to acquire over $100 million of Products. 4.I.b Packet Pg. 408 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Green Initiatives Canon Solutions America, Inc. A Canon U.S.A. Company Green Initiatives In the spirit of our corporate philosophy of kyosei – all people, regardless of race, religion or culture, harmoniously living and working together into the future – Canon takes an approach to business that is socially responsible and economically logical. Canon seeks to be a truly excellent global corporation. For our customers, we offer the best products possible. Simultaneously, we strive to improve our relationships with local communities and to increase our respect for the environment as we contribute to the prosperity of the world and the happiness of its people. Our company's commitment and contribution to the environment and to the world community are an integral part of Canon's management structure, product design, manufacturing, and corporate culture. This commitment has inspired many special corporate programs at both the global and regional level. Toner Cartridge Recycling Canon explores methods to minimize the environmental burden of its products throughout their life- cycle and promote research and development, which contribute to environmental assurance. In 1990, Canon became the first company to collect and recycle used copier toner cartridges. With the cooperation of our customers, Canon has collected more than 378,000 tons around the world. The goal of the Toner Cartridge Recycling Program is to achieve zero landfill waste by reusing parts, recycling materials and employing energy recovery. Because these cartridges have components that Canon Group Environmental Charter Corporate Philosophy:Kyosei Achieve corporate growth and development while contributing to the prosperity of the world and the happiness of humankind Environmental Assurance Philosophy Pursue maximization of resource efficiency and contribute to the creation of a society that practices sustainable development Fundamental Policies for Environmental Assurance Seek to harmonize environmental, economic and social interests in all business activities, products and services; offer products with lower environmental burden through innovative improvements in resource efficiency; and eliminate anti-social activities that threaten the health and safety of mankind and the environment. 4.I.b Packet Pg. 409 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Green Initiatives Canon Solutions America, Inc. A Canon U.S.A. Company can be re-used, the environmental benefits positively offset the negative effects of shipping to our recycling facility and then on to our manufacturing sites. Returned cartridges are sorted and put through the recycling and energy recovery process, producing plastics, metals and reconditioned parts that can be used in the manufacture of new cartridges and other products. The Canon Cartridge Return program is easily accessible on the website at https://ereturn.usa.canon.com/. Here, using the machine’s serial number, customers can print a UPS label for the return of cartridges or request a multiple-cartridge return box and it will be mailed. More information about the Canon Cartridge Return program can be found on the website. Toner Container Recycling To contribute to the goal of zero landfill waste, Canon is introducing a collection and recycling program for Canon plastic toner containers. Unlike Canon’s all-in-one cartridges, these toner containers are made mainly of plastic material making local recycling and local energy recovery possible. Canon toner particles and plastic toner containers contain no hazardous materials and are therefore acceptable at local recycling and local energy recovery facilities. When local recycling is utilized environmental impacts associated with the transportation of containers are reduced. To support local recycling and energy recovery, Canon has engraved a plastic resin code on each container. Canon toner particles and plastic toner containers are safe for local recycling and local energy recovery facilities. In the case that Canon plastic toner containers cannot be recycled locally or sent to a local energy recovery facility, Canon asks that customers ship them to: Canon Toner Container Collection Center, 5980 Industrial Drive, Gloucester, VA 23061 at their own expense. Once received by our facility, Canon assumes the responsibility and cost for recycling to keep Canon toner containers from going into landfills. For more information, please visit http://www.usa.canon.com/cusa/about_canon/community_environment/environmental_commit ment/environmentally_conscious_programs/toner_container_collection_program. Energy Star Partnership To help you save energy and money, while making a difference for the environment, Canon has partnered voluntarily with the EPA for more than 20 years to design products that meet the high standardsofitsENERGYSTAR®Program.Thisprogrampromotes the development and introduction of energy-efficient products to combat climate change and other environmental issues. ENERGY STAR®certified products help businesses save both money and energy while also doing their part to help reduce our nation’s greenhouse gas emissions that contribute to climate change. 4.I.b Packet Pg. 410 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Green Initiatives Canon Solutions America, Inc. A Canon U.S.A. Company As an ENERGY STAR®partner, Canon has more than 200 certified products that incorporate advanced energy-efficient technologies, without compromising features or performance, such as energy saver mode, automatic duplex settings, and low sleep mode power consumption. ENERGY STAR®certified imaging equipment, printers, scanners, and all-in-one devices reduce the amount of fossil fuels burned to produce electricity, and causes fewer greenhouse gas emissions that harm the environment and contribute to global climate change. Canon’s efforts, together with your own environmental and sustainability initiatives, can help leave a greener footprint on the earth for future generations.To learn more about Canon's ENERGY STAR certified products, please visit ENERGYSTAR.gov. Awards/Recognition Canon has received multiple ENERGY STAR Awards for protecting the environment through manufacturing energy-efficient products. Canon U.S.A., Inc. is a proud recipient of the United States Environmental Protection Agency’s 2017 ENERGY STAR®Partner of the Year – Product Brand Owner Award. Canon has been recognized for the second consecutive year for its outstanding contributiontothe reductionofgreenhouse gas emissionsby manufacturing energy-efficientproducts andeducating consumersaboutenergy efficiency. ENERGY STAR certifiedproductshelpbusinesses save both money and energy while also doing their part to help reduce our nation’s greenhouse gas emissions that contribute to climate change. Canon has placed 26 out of 50 on Interbrand’s 2014 Best Global Green Brands and consistently places among Newsweek’s Green Rankings. Canon has many significant achievements in the environmental and sustainability arena, includingearning2014LEED Gold Certification of their Canon Americas headquarters in Melville, NY. Canon U.S.A. named EPA 2016 & 2017 ENERGY STAR Partner of the Year — Product Brand Owner Award. Canon U.S.A. received a 2015 SmartWay Excellence Award from the U.S. Environmental Protection Agency (EPA) to honor the company’s environmental leadership in greener goods movement, and itscommitment toa shared goal of a healthier, more sustainable future. 4.I.b Packet Pg. 411 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Green Initiatives Canon Solutions America, Inc. A Canon U.S.A. Company EPEAT Canon offers products that are registered in accordance with EPEAT for Imaging Equipment. EPEAT is a voluntary environmental rating program developed using a grant from the U.S. EPA and managed by the Green Electronics Council. This sustainability tool provides third-party verification of the environmental attributes of imaging equipment. EPEAT considers - among other things - absence of toxic substances, use of recycled and recyclable materials, design for recycling, product longevity, energy efficiency, corporate performance and packaging. With EPEAT, customers are able to easily identify and select environmentally preferable products. Products are rated bronze, silver or gold depending on the number of optional points claimed. To learn more about EPEAT and to find out which Canon products are registered, please visit usa.canon.com/epeat. LEED®Certification Canon U.S.A. is proud to have earned LEED®certification for three buildings. The U.S. Green Building Council's LEED®green building program is the preeminent program for the design, construction, maintenance and operations of high-performance green buildings including sustainable site development, water and energy efficiency, materials selection and indoor environmental quality. LEED-certified properties include: the Canon Americas Headquarters, located in Melville, N.Y., Canon's Distribution Center in Norcross, GA., and most recently, the Canon Experience Center, located in Costa Mesa, CA. Our company’s commitment and contribution to the environment are an integral part of Canon’s management structure, product design, manufacturing and corporate culture. To learn more about LEED® certification, please visit https://www.usa.canon.com/internet/portal/us/home/about/environment-sustainability- initiatives/leed-certification ISO 14001 Certification Canon U.S.A. and more than 700 other Canon sites worldwide are certified to the ISO 14001 standard. The ISO 14001 standard is an internationally accepted specification for environmental management systems created by the International Organization for Standardization to help organizations minimize how their operations affect the environment and comply with related laws, regulations and requirements. This internationally recognized standard provides organizations with a framework for developing effective Environmental Management Systems (EMS). With its EMS, Canon U.S.A. can analyze environmental aspects associated with the company's operating activities, products, and services, in order to establish objectives and targets that reduce their negative environmental impacts. Once developed, all Canon Americas sites with a certified EMS are audited by a third party to guarantee 4.I.b Packet Pg. 412 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Green Initiatives Canon Solutions America, Inc. A Canon U.S.A. Company continual conformance to the standard. Canon’s EMS helps monitor and improve upon a number of areas that touch on the environment, such as energy efficiency, resource conservation, waste management, chemical control and toner cartridge recycling. As a result, the Environmental Management System is fully incorporated into business operations. 4.I.b Packet Pg. 413 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) References Canon Solutions America, Inc. A Canon U.S.A. Company References 4.I.b Packet Pg. 414 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Financial Information Canon Solutions America, Inc. A Canon U.S.A. Company Financial Information Canon Solutions America, Inc. (FEIN 13-2677004) offers our customers the financial backing of Canon, Inc., one of the world's most financially stable companies, with revenues of $36.1 Billion in 2017. Canon Solutions America, Inc. is not a publicly held company; therefore, all financial information provided is that of our ultimate parent company, Canon, Inc. For a view of Canon’s financial results/annual reports, please use the following website links below: Financial Results / Statements: http://www.canon.com/ir/results/index.html Annual Reports: http://www.canon.com/ir/annual/index.html Please find appended herein, Canon Solutions America’s Dun and Bradstreet Report. 4.I.b Packet Pg. 415 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Pricing Canon Solutions America, Inc. A Canon U.S.A. Company Pricing 4.I.b Packet Pg. 416 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Security Capabilities Canon Solutions America, Inc. A Canon U.S.A. Company Transformation Strategy TransformationStrategy Transforming government processes starts with laying the right foundation for your organization’s workflow.Many government agencies have embarked on transformation initiatives; however, there is still room for improvement to build a more stable transformation foundation. There are critical foundation pieces to government agencies that must be kept a priority. The government top issue for CIO’s was siloed systems that don’t communicate according to the Center for Digital Government (CDG). This can lead to a disparity for security. There are 3 pieces that make up the digital transformation Security Sustainability Streamlined Operations Security The CDG found that security was highest priority for state and local government in 2016, but found that “only 29% of government employees indicated they were only very confident in their print environment.” Canon Solutions America, Inc. will be working with the County of DuPage to implement Role-Based Information Access, digitizing and protecting personally identifiable information and securing end user devices. This process will require documenting the standards that should be adhered to and acquiring the needed solutions to achieve the standards. Sustainability The CDG also found that only “27 percent of government agencies are working under a green environmental mandate. “ The biggest step is having staff print with responsibility. This typically includes a print management study. Efficiencies will flourish in an environment where employees can access and utilize the latest common documents with less need to print. Cool DuPage for Government Following DuPage County initiative that invites residents, businesses and government agencies to join the Cool DuPage effort to reduce energy consumption. By working together, we can help DuPage County reduce greenhouse gases through big and small changes. 4.I.b Packet Pg. 417 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Security Capabilities Canon Solutions America, Inc. A Canon U.S.A. Company We will be providing insight and recommendations that will be in line with the Cool DuPage program. This include more efficient products than present, better utilization on the newly installed fleet and reducing the amount of throughput by better managing the fleet and users. Additionally this will reduce the need for more expensive single function devices. Streamlined Operations Streamlining work flow requires the use of digitized process’s and eliminating manual ones. The CDG found that roughly 47 percent of government employees indicated that useful data was inaccessible because it was in a paper based workflow. Workflow management can greatly increase efficiencies, boost morale, and can most importantly operational costs. Opportunities for the County of Du Page Canon Solutions America, Inc. will help form a transformation working group, conduct a full assessment and landscape analysis. We will work with DuPage to develop a long term strategy that Secures, Sustains, and Streamlines the County. 4.I.b Packet Pg. 418 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Training Program Canon Solutions America, Inc. A Canon U.S.A. Company Training Program Training helps us meet one of our goals — to ensure that every time you choose a business solution from Canon Solutions America, Inc., your staff is able to use it as you envisioned. That is when we can begin to meet your needs. Through a nationwide network of certified training professionals, we deliver a full suite of web-based and hands-on training. It’s aimed at helping end users adapt to the new solution and get up to speed quickly. Our goal is to ensure that you reach maximum productivity and operational efficiency from day one. On-Site Training Canon Solutions America, Inc. can customize training to meet the needs of our customers. With every installation, our schedule coordinator arranges training for your key operators. We match our schedule to yours — traveling to your site when it is convenient for you and your team. We customize the training so that it focuses on your key applications and unique document management requirements. We also tailor the training to the audience, understanding that at each user level there is a different set of learning expectations. Our staff of professional trainers will help you learn how to maximize your new technology so that you may perform your job more quickly and efficiently. Training will include hands-on activities, manuals, and videos. Instruction can be provided in a number of ways: Individual training Group training in a classroom setting imageRUNNER ADVANCE eLearning In today’s fast-paced world, time is of the essence. Convenience, flexibility, and simplicity are the key to value when it comes to any service, especially training on a new system. That’s where imageRUNNER ADVANCE eLearning comes in. Canon Solutions America, Inc.’s imageRUNNER ADVANCE eLearning program provides web-based training and is available exclusively through Canon Solutions America, Inc. The eLearning training will provide your employees with the convenience and flexibility of anytime, anywhere training available to them, 24x7. eLearning offers unlimited access for the duration of your equipment lease (or five years from installation of purchased devices), allowing employees to learn at their own pace and focus on the topics of most value to them. Additionally, the benefits of eLearning include: 4.I.b Packet Pg. 419 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Training Program Canon Solutions America, Inc. A Canon U.S.A. Company Simple course navigation Quick application of device capabilities On-site access from your location Cost-effective training resource Training opportunity for new employees Course topics include: Replacing consumables Paper loading and registration Control panel navigation Copying, faxing, scanning, printing, and more How does it work? The County users learn by watching short animatedvideos with voiceover to guide them through each lesson, step-by-step. A Closed Caption feature can be used in quiet environments or to assist hearing- impairedassociates.Thecoursestructureaccommodatesdifferentlearningstyles;userscangothrough the course chapter-by-chapter or use the table of contents to quickly jump directly to topics that pertain to their job. Quick links are always available to provide access to the most frequently requested lessons. 4.I.b Packet Pg. 420 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Reporting Overview Canon Solutions America, Inc. A Canon U.S.A. Company Reporting Overview Canon Solutions America, Inc. takes a proactive approach to customer service.We prefer to anticipate your needs and to identify opportunities for process improvements. As part of this, we perform quarterly account reviews where we survey: Number of devices in the account Uptime Response time Volume of output Billing issues Upgrade and downgrade opportunities We can provide customized reports to meet your company’s specific requirements. Other formats can be prepared based on your request. The following is a list of the types of reports we can provide. Quarterly Management Report – This report will summarize all activity on a quarterly basis. It provides detailed information on the following topics: Equipment volume Equipment relocation Volume trends Monthly Machine Volume Report Trended 12 Months –This report provides a rolling 12-month copy volume history for each piece of equipment. This report tracks the actual volume versus the rated volume for any given machine and pinpoints any potential user concerns and equipment issues sorted by location. Machine Uptime Report – This report details percentage “Uptime” for each piece of equipment. Quarterly Service Call Report – This report describes the average response time for all Maintenance Requests within the reporting period. Quarterly Usage Report – This report provides maintenance usage and toner requirement calculations sorted by location. Excessive Visit Report – This report provides details on machines that require additional attention and therefore specific action schedules. 4.I.b Packet Pg. 421 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Reporting Overview Canon Solutions America, Inc. A Canon U.S.A. Company myCSA - Customers may view and sort account information through myCSA, a web-based tool available to all Customers with an active Canon Solutions America, Inc. contract. myCSA allows the Customer to sort account information by serial number, model number, and requisition number. Customers can then view active service calls and service call history and sort the data by the service call issue, such as paper jam and preventative maintenance. 4.I.b Packet Pg. 422 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Invoicing Canon Solutions America, Inc. A Canon U.S.A. Company Invoicing If the County elects to utilize the retail option, equipment billing will be provided by Canon Solutions America, Inc.’s sister company, Canon Financial Services, Inc. Canon Financial Services, Inc. (CFS) mails one paper invoice on a monthly basis. CFS can invoice by individual contract or by customer, detailing all contracts per customer on one invoice. In addition, CFS can list Cost Center, PO number, and Special Reference Fields on your invoice. Each invoice offers two Special Reference fields that can be utilized to be meet your needs; there are fifteen characters in the first field and ten characters in the second field. The Customer website allows you to download your invoice in Excel format to detail your specific needs. Invoices are generated with a 19- day lead time and are due on the 1st, 10th, or 20th of the month, depending on date of contract commencement. Electronic invoicing is not currently available; however, CFS accepts check, ACH, and EDI for payments. CFS accepts Visa, MasterCard, and American Express. Online Access myCSA is an internet-based account management tool that provides administrative control over your fleet of Canon devices*. It fully integrates with our internal database system, providing you greater access to your account’s information. Upon enrollment, you can begin taking advantage of the many features of myCSA, such as identifying and validating devices, reviewing installations by location, submitting meterreads, viewing meterreadhistory, placing service requests, checking service requests, ordering supplies, managing your organization's users, and retrieving important account information. The County can also access further account information through Canon Financial Services Inc.’s Designated Accounts website. Here, you can securely view and print invoices, sort invoice information, download invoice information, elect to have electronic invoice payments, and quickly search through past invoice history. * requires an active service contract with Canon Solutions America, Inc. 4.I.b Packet Pg. 423 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Service Organization Overview Canon Solutions America, Inc. A Canon U.S.A. Company Service Organization Overview As a sales and service subsidiary of Canon U.S.A., Inc., Canon Solutions America, Inc. is part of a larger support network and can provide extensive support to you. Our service and support division is the backbone of our company’s success. At Canon Solutions America, we take great pride in our comprehensive support structure which allows our customers to enjoy a blanket of technical service coverage that ensures their ongoing satisfaction. To ensure customer satisfaction, we measure every area of service performance, based on key criteria for each service team. Our support personnel are held to the highest standards and held accountable for the service statistics for which they are measured. It is through these stringent performance standards and the commitment to our continuous improvement process that we confidently offer our Customer Satisfaction and Service Performance Guarantees and maintain the highest levels of customer satisfaction. Canon SolutionsAmerica hasanentire divisiondedicatedtoproviding you with unparalleled service. Whether the services apply to Implementation,HelpDesk,SubscriptionSupport, orTrainingand Education, the common thread among these is our unwavering commitment to our customers. OurSolutionSupportCentershaveachievedtheprestigiousHDI(Help Desk Institute) Certified Support Center award. This award signifies our commitment to excellence, efficiency, and service quality based on the HDI Support Center Standard. Geographic Reach Canon Solutions America provides geographic coverage in major metropolitan areas throughout the United States. Each region is supported by a comprehensive web of service professionals who provide best-in-class technical support to our growing base of customers. Beyond these critical regions, a network of Canon-authorized service companies stands ready to support your needs. All servicing entities must adhere to strict performance guidelines and must be fully certified to provide technical assistance on your Canon product. The strength of the Canon service delivery program is the over 1,000 locations across the United States who are all certified to meet Canon standards. There are over 7,500 factory-trained technicians who help solve technical and equipment problems wherever your site may be. All authorized service centers are required to submit a detailed business plan describing prospective territory and staffing 4.I.b Packet Pg. 424 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Service Organization Overview Canon Solutions America, Inc. A Canon U.S.A. Company plans as well as financials. They must agree to use only genuine Canon parts, and they must consent to unscheduled observations by Canon management. Service Hours Canon Solutions America’s standard service hours are Monday through Friday, 8:30AM to 5:00PM, excluding weekends and holidays. Extended Service Hours Canon Solutions America offers the flexibility of extended service hours. Should you require service outside of the scope of our standard service hours, we can accommodate your request by contracting on a device or location basis as required. We can also provide a dedicated technician to be on standby, should you have critical uptime or volume issues. Extended service is not available in all locations. Service Requests and Alerts There are multiple options for placing a service call. Customers may place a service call by: Calling the toll-free number located directly on their Canon equipment. Placing a request online at http://www.csa.canon.com. Via their myCSA account. myCSA is a self-service portal available 24 hours a day, 7 days a week that provides an efficient way to handle day-to-day functions related to your Canon devices. Upon enrollment you can take advantage ofthe many featuresof myCSA, suchasthe ability toview yourcurrentfleetstatus, entering Meter Reads, placing Service Requests, Ordering Contract Supplies* and retrieving account information from any tablet, laptop, or desktop. myCSA works seamlessly with imageWARE Remote, so you can easily request service for your equipment online. You can also check the status of active service requests as well as review closed requests. *requires an active service contract with Canon Solutions America, Inc. imageWARE Remote is firmware that is embedded in our imageRUNNER products. The function of imageWARE Remote is to automatically provide accurate meter reads without the need for customer intervention. It reduces administrative costs and increases accuracy. The meters are automatically read every day for the most up-to-date reporting capabilities. The Service Monitoring portion of this tool automatically notifies our Dispatch Department of a hardware/software error. This feature allows our Dispatch Representatives to proactively call the customer to confirm that service is required. 4.I.b Packet Pg. 425 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Service Organization Overview Canon Solutions America, Inc. A Canon U.S.A. Company The imageWARE Enterprise Management Console delivers an easy-to-use centralized point of control for all devices installed across your organization. This expandable console helps reduce downtime by directing low toner, paper jams, and device management alerts via email messages to the designated resource(s) within your organization. It’s designed for easy implementation and simplified expandability. Help Desk Triage Canon Solutions America’s delivers the remote technical support needed to resolve disruptive workflow issues quickly, so critical systems can resume normal operations as soon as possible.Our Help Desk services provide a single point of contact for all incidents and service request. Help Desk availability from 8:30AM to 8:00PM EST Monday to Friday Toll-free phone and email access to support staff Dispatch service Call logging and ticket generation Incident management Escalation management Extended Help Desk support 24/7/365 available* * 24/7/365 Extended Solutions Support is currently available for uniFLOW, Therefore, IRIS, and IDEAS enterprise solutions only. The Help Desk covers a wide spectrum of hardware, software, network connectivity, application, and workflow issues. It is the interconnectivity of these areas that sometimes creates challenging scenarios that require intelligent troubleshooting. The Help Desk is uniquely qualified to provide that type of assistance. Help Desk services are delivered via the National Technical Support Center’s (NTSC) customer helpdesk with escalation to Canon U.S.A. and partner support desks, if necessary. With expert assistance, Canon Solutions America delivers the remote technical support you need to resolve issues quickly. Service Escalation For technical issues that require further escalation, we have a rigid escalation process to ensure minimum downtime and maximum productivity. Supplies Replenishment The County may call the toll-free Customer Service Department to speak to a Customer Service Representative who will place the supply order. This Department is available Monday through Friday, 4.I.b Packet Pg. 426 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Service Organization Overview Canon Solutions America, Inc. A Canon U.S.A. Company 8:30AM to 8:00PM EST to accommodate our customers with offices nationwide. This toll-free number is located directly on the Canon equipment. The representative will verify a contact person, address, and serial number, inquire about the number of toners needed, and provide a confirmation number. TheCountymayalsoplaceasupplyorderviamyCSA,aweb-basedaccountmanagementtoolincluded with an active Canon Solutions America, Inc. service agreement, and online at http://www.csa.canon.com. At the County’s request, Canon Solutions America can maintain a standard stock of parts and supplies onsite, provided there is a secure locationfor storage. Maintaining a consistent supply of toner and additional supplies onsite maximizes uptime of your Canon equipment. Meter Read Management Canon Solutions America offers a variety of meter reading submission methods. The County may submit them manually by calling our toll-free Customer Service Department; however, we encourage you to use our automated submissions tools, myCSA and imageWARE Remote, which are free of charge. Service Technicians Through thousands of certified field service engineers nationwide, our service organization utilizes a single “Total Service Process.” Our customers have access to local, regional, and national level engineers ensuring full Service Level Agreementcompliance regardless of location. Mobile technology allows our field technicians and industry certified engineers to handle customer calls quickly and efficiently, minimizing your downtime. Canon Solutions America service technicians average 15 years’ experience and are factory trained on Canon's equipment as well as the network support systems and software that drive its sophisticated technology. Our primary service objective is to resolve the problem on our first visit and eliminate the need for additional calls for the same problem. To accomplish this, our service organization: Offers unparalleled manufacturer direct service and support Delivers an average response time of four hours Utilizes a state-of-the-art Automated Dispatching System: o Live person responds to caller o Service technician receives text page with customer information o Service technician calls customer with expected arrival time and, if applicable, troubleshooting occurs over the phone 4.I.b Packet Pg. 427 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Service Organization Overview Canon Solutions America, Inc. A Canon U.S.A. Company Our service technicians are measured on machine reliability — not on the number of calls per day. As a result, customers are assured the maximum productive time for their Canon equipment. For the customer this means one service call, one technician. All new technicians attend an extensive new hire training program called Printing and Digital Imaging Foundations (PDIF), which provides the technicians the tools to maintain, troubleshoot, and repair Canon products. During this time, the new hire service technicians receive classroom- based training and hands-on training in the field. The technician, upon successful completion, is certified on a specific Canon model, which is based on territory demand, and has received critical skill courses that enable him or her to be a successful service technician in the field. The critical skills portion of their training includes the following: Customer Satisfaction Skills, Basic Network Install, Complete Call Process, Troubleshooting, Communication, and Technology. Ongoing product training andcertificationsare providedcontinually and are basedon new technology andfield territory growth. The Association of Technical Service Professionals (ATSP) program is designed by Canon U.S.A. to uphold the high performance standards intended to support the needs and expectations of Canon customers. The ATSP program provides assurance that its certified members have attained a level of knowledge and performance that is second to none in our competitive business. The program sets out strict guidelines to which service technicians must adhere, ensuring customers receive best-in-class service. Canon Solutions America is proud of its high volume of certified professionals currently in our corporation. Preventative Maintenance We establish preventative maintenance schedules to aggressively address technical issues before they become an operational problem resulting in equipment downtime. Service technicians will perform a Complete Call Process in which they service the unit to a preventative maintenance standard each time the unit is repaired. He/She will clean all optics and remove, inspect, and clean all assemblies of the machine and its accessories. This Complete Call Process ensures a consistent level of service at all times. Cycle Clinic Preventative Maintenance With our Cycle Clinic automated preventative maintenance program, Canon Solutions America is able to increase customer satisfaction utilizing revolutionary product design enhancements that will 4.I.b Packet Pg. 428 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Service Organization Overview Canon Solutions America, Inc. A Canon U.S.A. Company significantly improve unscheduled downtime, minimize machine failures, and maximize copy quality. The device will be able to send a service call into our system prior to the end user needing service. Additionally, all networked devices will place service calls with Canon Solutions America when durables (customer replaceable components) near their end of life. This will allow the technician to be proactive withthe partsrequired, priortoarriving, resulting infeweremergencycalls, andmuchhigher first-call fix ratio. With Service approval, the Cycle Clinic automated preventative maintenance program is optional, at no additional cost. 4.I.b Packet Pg. 429 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Usage Analysis Canon Solutions America, Inc. A Canon U.S.A. Company Usage Analysis We use a structured methodology to support our customers’ needs. For the County this approach allows us to fully understand the dynamics of your initiative, understand the complex nature of the changes being proposed by your workforce and infrastructure personnel, and then develop a high- level solution “Road Map” in order to right-size your equipment and provide workflow solutions for your various office locations that will improve the efficiency of your print environment. Canon Solutions America, Inc. takes a proactive approach to customer service.We prefer to anticipate your needs and to identify opportunities for process improvements. As part of this, Canon Solutions America, Inc. will perform quarterly account reviews with you where we will survey: Number of devices on the account Uptime Response time Volume of output Billing issues Upgrade and downgrade opportunities (Right-sizing opportunities) Additional ways to reduce spending associated with your printing Cost, design, implementation, and management strategies Current and future technology investments that can lead to additional cost savings 4.I.b Packet Pg. 430 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Implementation Plan Canon Solutions America, Inc. A Canon U.S.A. Company Implementation Plan The following is a brief narrative on our technical plan for accomplishing the work detailed in the County’s bid. Should Canon Solutions America, Inc. be fortunate enough to be awarded this opportunity, a series of actions will take place to ensure the successful implementation and ongoing maintenance of the County’s contract. At a high level, these actions include the following: A project meeting is scheduled to determine an overall implementation plan. As evidenced in this Request for Proposal, a team has initially beenassembled to coordinate the critical areas of the project. Additional personnel will be added within their respective disciplines to carry out tasks as they are required. A site survey is conducted at the appropriate sites to obtain the necessary data for a smooth delivery process. It is an opportunity for our IT Department to work with the customer's IT contact or designated Project Manager. During this time Canon Solutions America, Inc. personnel will: a. Identify key managers and site contacts b. Identify location of equipment for installation c. Verify list of equipment to be removed d. Create equipment removal schedule e. Collect appropriate fax numbers/IP addresses f. Identify priority installs g. Verify power and datalines h. Identify room numbers/departments i. Identify installation challenges, delivery access etc. j. Identify storage for potential location of parts on site if necessary Order Management reviews and processes the contract and sets up the account within our internal system. This triggers a number of other actions such as the release of equipment to a staging area for delivery preparation. Equipment is pre-configured to the specifications of the bid, such as including starter kits, labeling service information, and creating delivery schedules to meet the needs of the County. 4.I.b Packet Pg. 431 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Implementation Plan Canon Solutions America, Inc. A Canon U.S.A. Company Customer information packages including copier specs, service call procedures, reference guides and instructional guides are compiled to accompany equipment. Service installation and training are scheduled to coincide with the delivery of the equipment. Customer's myCSA account is set up. myCSA a simple and convenient solution to managing your devices online. The Secure Account Management Portal is a self-service utility available 24 hours a day, 7 days a week that provides an efficient way to handle day-to-day functions relatedtoyourCanondevices. Uponenrollment*,youcantake advantage ofthe many features of myCSA such as identifying and validating devices, reviewing installations by location, submitting meter reads, viewing meter read history, placing service requests, checking service requests, ordering supplies, managing your organization's users, and retrieving important account information. In addition, for those with toner inclusive service contracts, you’ll be able to order toner through myCSA. *requires an active service contract with Canon Solutions America, Inc. 4.I.b Packet Pg. 432 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Recommended Solution Canon Solutions America, Inc. A Canon U.S.A. Company Recommended Solution Equipment Overview Designed with the user in mind, the highly responsive, flexible user interface is all about simplicity and ease.TheimageRUNNERADVANCEmodelshavearangeoffeaturesthatallowuserstoaccomplish much more in much less time. As advanced as the solutions technology is, Canon has developed softwareinterfacesandprintdriversthatoffertheuserclear,intuitiveaccesstofeaturesthroughlogical screen arrangements and consistent naming conventions. No matter where your users are, they are able to quickly understand all the options, access exactly what they need, and execute their task. The Canon product line is user-friendly and simple to learn. The workplace is rapidly changing. Flexible start times, working from home, mobile workers who share desks, and employees who cross international boundaries yet interact as if they were in the same room. To be successful, businesses must be able to gather and present information quickly, share it easily with those who need it, and attempt to keep it from those who don't. However, information management poses an important challenge with multiple documents that co-exist in various printed ordigital formsandlocations—fromemployees’ desksandoffice cabinetstocloudserversandmobile devices. The imageRUNNER ADVANCE portfolio is an intelligent business platform built to complement every stage of the document life cycle. From creation to sharing, output to archival, these systems are designed to help you increase productivity and efficiency, meet security and environmental needs, control costs, and optimize your return on investment. From small workgroups and offices to large departments and print rooms, this platform offers a wide range of models and integrated solutions with the proven technology to help address the document workflow challenges of evolving work environments. The imageRUNNER ADVANCE platform can be customized to help meet the specific requirements of your business. It can integrate seamlessly with Canon solutions and third-party software to provide powerful outputmanagement, documentcapture, informationmanagement,andautomatedworkflow solutions that help streamline daily business processes. 4.I.b Packet Pg. 433 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Recommended Solution Canon Solutions America, Inc. A Canon U.S.A. Company imageRUNNER ADVANCE 4525i Product Highlights Designed to deliver consistent and reliable performance to busy departments and work environments. With an efficient, compact design, these intelligent systems work seamlessly within fleet environments, offer an intuitive user experience, and integrate with Canon’s holistic business solutions. Technical Specifications Print up to 25 ppm in black and white Scan up to 160 ipm (300 dpi) (BW, color, duplex) Print up to 11" x 17" 6,330-sheet maximum paper capacity Brochure https://csa.canon.com/online/wcm/connect/csa/50e8d407-cbbf-4951-a9c1-66f4e38f5199/imageRUNNER- ADVANCE-4500i-Series-Brochure.pdf?MOD=AJPERES&CACHEID=50e8d407-cbbf-4951-a9c1- 66f4e38f5199&TC=&CN=&CS=&CR= imageRUNNER ADVANCE C3525i/C3530i Product Highlights Compact, multifunction device with outstanding usability and intuitive touch-screen V2 Color for vivid, high-quality output Flexible finishing options in a small footprint Technical Specifications Paper capacity (sheets): 1,200 standard; 2,300 maximum Easily handle a range of printing tasks from envelopes to sheets up to 11” x 17” Brochure https://csa.canon.com/online/wcm/connect/csa/4d3105b6-255a-410b-81b0-a3e661f1d730/imageRUNNER- ADVANCE-C3500-Series-Brochure.pdf?MOD=AJPERES&CACHEID=4d3105b6-255a-410b-81b0- a3e661f1d730&TC=&CN=&CS=&CR= 4.I.b Packet Pg. 434 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Recommended Solution Canon Solutions America, Inc. A Canon U.S.A. Company imageRUNNER ADVANCE 4535i/4545i Product Highlights Designed to deliver consistent and reliable performance to busy departments and work environments. With an efficient, compact design, these intelligent systems work seamlessly within fleet environments, offer an intuitive user experience, and integrate with Canon’s holistic business solutions. Technical Specifications Print up to 35/45 ppm in black and white Scan up to 160 ipm (300 dpi) (BW, color, duplex) Print up to 11" x 17" 6,330-sheet maximum paper capacity Brochure https://csa.canon.com/online/wcm/connect/csa/50e8d407-cbbf-4951-a9c1-66f4e38f5199/imageRUNNER- ADVANCE-4500i-Series-Brochure.pdf?MOD=AJPERES&CACHEID=50e8d407-cbbf-4951-a9c1- 66f4e38f5199&TC=&CN=&CS=&CR= imageRUNNER ADVANCE C5535i/C5550i/C5560i Product Highlights Provideshigh-qualityperformancewithoutstandingease-of-useand integration with solutions that can help streamline business workflows Intelligent information management platform designed to support the goals of business Technical Specifications Print up to 35/50/60 ppm in color/black and white Scan up to 160 ipm (300 dpi) (BW, color, duplex) Print up to 12" × 18" 6,350-sheet maximum paper capacity Brochure https://csa.canon.com/online/wcm/connect/csa/e4905361-b483-4356-b749-514fa3a512fc/imageRUNNER- ADVANCE-C5500-Series-Brochure.pdf?MOD=AJPERES&CACHEID=e4905361-b483-4356-b749- 514fa3a512fc&TC=&CN=&CS=&CR= 4.I.b Packet Pg. 435 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Recommended Solution Canon Solutions America, Inc. A Canon U.S.A. Company imageRUNNER ADVANCE 6555i/6565i/6575i Product Highlights Offers robust paper handling and finishing’s, powerful scanning capabilities, intuitive user interface and standard authentication. Transforms operational efficiencies and cost management by providing administrators control over usage and security settings. Technical Specifications Prints up to 55/65/75 pages per minute (letter) Up to 7,700-sheet paper capacity (LTR) (3,500 standard capacity) Paper size: up to 11’ x 17” maximum Brochure https://csa.canon.com/online/wcm/connect/csa/33cd4b1d-59fe-4a49-8e33-f154c9641c3f/imageRUNNER- ADVANCE-6500-Series-Brochure.pdf?MOD=AJPERES&CACHEID=33cd4b1d-59fe-4a49-8e33- f154c9641c3f&TC=&CN=&CS=&CR= imageRUNNER ADVANCE C7565i Product Highlights Produces outstanding image quality and fast, reliable performance to high-volume office environments. Works seamlessly with Canon’s integrated software and services to provide a holistic solution for your business. Technical Specifications Print up to 65/60 ppm (BW/color) Scan up to 240/220 ipm (300 dpi) (BW/color, duplex) Print up to 13" × 19" 9,300-sheet maximum paper capacity Brochure https://csa.canon.com/online/wcm/connect/csa/518fac98-ee9d-4ceb-84cb-8dbf869140bb/imageRUNNER- ADVANCE-C7500-Series-Brochure.pdf?MOD=AJPERES&CACHEID=518fac98-ee9d-4ceb-84cb- 8dbf869140bb&TC=&CN=&CS=&CR= 4.I.b Packet Pg. 436 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Equipment Overview Canon Solutions America, Inc. A Canon U.S.A. Company imageRUNNER ADVANCE 8505i Product Highlights Offers robust paper handling and finishing’s, powerful scanning capabilities, intuitive user interface and standard authentication. Transforms operational efficiencies and cost management by providing administratorscontrol overusageandsecurity settings. Technical Specifications Prints up to 105 pages per minute (letter) Up to 7,700-sheet paper capacity (LTR) (3,500 standard capacity) Paper size: up to 13” x 19” maximum Brochure https://csa.canon.com/online/wcm/connect/csa/db5eeece-214c-44cd-b497- 0bc75d0e5b7b/CSA+Version+iRADV+8500SRS+Brochure.pdf?MOD=AJPERES&CACHEID=db5eeece-214c-44cd- b497-0bc75d0e5b7b&TC=&CN=&CS=&CR= 4.I.b Packet Pg. 437 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Device Management Tools Canon Solutions America, Inc. A Canon U.S.A. Company Device Management Tools As a best of breed offering which is provided to our clients at no additional cost, myCSA provides a simple and convenient solution to managing your devices online. The Secure Account Management Portal is a self-service utility available 24 hours a day, 7 days a week that provides an efficient way to handle day-to-day functions related to your Canon devices. Upon enrollment, you can take advantage of the many features of myCSA such as submitting meter reads, placing service requests, ordering contracted supplies*, and retrieving account information. *requires an active service contract with Canon Solutions America, Inc. myCSA will help save you valuable time and includes these exciting features: Business intelligence dashboard with usage information on devices Submit meter reads and view meter read history View, pay and download open and closed invoices Order/track supplies Place/track service requests Full catalog of Canon Solutions America products and solutions to request a quote Quick action buttons to order supplies, enter meter reads, request service and remove devices Update preferences and contact information Tablet friendly BUSINESS INTELLIGENCE DASHBOARDS The myCSA Secure Account Management Dashboard provides you with an overview of usage associated to the devices registered to you. Depending on your user role, it also allows you to quickly access overall customer account- related information such as the device fleet, invoicing, orders and service requests. 4.I.b Packet Pg. 438 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Device Management Tools Canon Solutions America, Inc. A Canon U.S.A. Company METER READINGS Enter meter readings individually, or upload readings for multiple devices from a Microsoft Excel spreadsheet – even if they are on different contracts. Receive email alerts to notify you when meter reading due dates are approaching. Readily access past meter reads to monitormonthlyusage. ORDER SUPPLIES ONLINE Easily order toner for devices on a toner-inclusive or Managed Print Services contract. Visibility into open and closed supply orders along with tracking information by order number or date range. Receive email confirmations whensupply orders are placed. SERVICE &SUPPORT Save time by requesting service for equipment online and receive an email to confirm your request. View the status of active service requests and past servicerequests. ACCOUNT MANAGEMENT Efficiently designate whohas access to myCSA, and define which features and devices each person has access to. Enter requests to make changes to your account, such as removing devices from a contract or modifying meter readings. INVOICES & PAYMENTS Conveniently view,download,andpay invoices online. Easily view or download contract invoices into Microsoft Excel, to manipulate the data as you require. 4.I.b Packet Pg. 439 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Device Management Tools Canon Solutions America, Inc. A Canon U.S.A. Company imageWARE Remote imageWARE Remote is firmware that is embedded in our imageRUNNER products. The function of imageWARE Remote is to automatically provide accurate meter reads without the need for customer intervention. It reduces administrative costs and increases accuracy. The meters are automatically read every day for the most up-to-date reporting capabilities. The Service Monitoring portion of this tool automatically notifies our Dispatch Department of a hardware/software error. This feature allows our Dispatch Representatives to proactively call the customer to confirm that service is required. imageWARE Enterprise Management Console Canon’s imageWARE Suite of utilities expands the resources available to manage and monitor the imageRUNNER devices on your network. One component, imageWARE Enterprise Management Console, is a web-based application capable of installing and managing Canon networked systems on most customer networks. Monitor device conditions (jams, paper level, toner, etc.) Monitor any job on the network Platform independent utility Deliver administrator alerts Monitoring ability includes: Remote device status Jobs in the queue Job status/error messages Paper levels by drawer Paper drawer configuration (paper size) Counter information (meter readings – includes breakdown of color versus black and white) Key contact information by device (allows for automatic email notification to key contacts when problems occur) For added convenience, imageWARE Enterprise Management Console is also capable of monitoring third-party printers complying with the standard printer MIB, thereby consolidating network device management via one utility. Using the map view feature of imageWARE Enterprise Management Console, administrators can create logical representations of their actual printing environments. imageWARE Enterprise Management Console ships standard with all Canon imageRUNNER products. While the imageWARE Enterprise Management Console comes free with an imageRUNNER or Color imageRUNNER device, the implementation of the solution is fee-based. 4.I.b Packet Pg. 440 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Software Overview Canon Solutions America, Inc. A Canon U.S.A. Company Software Overview uniFLOW uniFLOW is an exclusive, comprehensive solution from Canon delivering a rich set of functionality in the areas of secure printing, document output accounting, rules-based routing and print analysis. It isanintelligentandhighlyscalableprintoutputmanagementsoftwaresuitedesignedtomanageoutput driven in the general office and production print environments. With its modular design and emphasis on security, uniFLOW is particularly attractive to IT managers who value its ease of integration and strong level of control within networked environments. uniFLOW can save you time and money by providing effective controls over your entire fleet. uniFLOW’s web-based architecture allows the software to run over multiple buildings, locations or sites. The uniFLOW solution can be built based on your needs from several different components depending on your needs. Benefits of uniFLOW Output Manager: uniFLOW offers organizations the ability to, but not limited to: Statistics – Track print and copy costs on all networked multifunctional devices (not just Canon), printers as well as locally connected desktop printers. Identify system weaknesses, right-sizing opportunities, Top 10 offenders and more with over 70 customized reports. Follow Me Printing/Scanning – printing at any printer simply by logging in via an employee badge or PIN Code Mobile Printing – Allow users to submit print jobs from their Smartphone (such as iPhones, Blackberry or Android) and tablets (iPad, etc.). Secure Release – Allow users to release their print jobs securely using their Smartphone or tablets as a means of authentication. Rule Based Routing – Change how jobs are printed based on rules. Drive volume to the most appropriate printer. Scan Capture – Scan documents into backend document management systems as a highly compressed PDF or in an editable format. 4.I.b Packet Pg. 441 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Software Overview Canon Solutions America, Inc. A Canon U.S.A. Company Content Security – Enhance document security by taking an image of each copy, print, fax or scan which can then be processed for restricted keywords. Provide detailed device information such as meters, toner or error for efficient device management. Integrate into backend billing systems via its SQL Connector (XML or CSV export). Provide streamlined support for entire fleet with the support for non-Canon, non-MEAP enabled devices and embedded applications for many popular 3rd party devices. uniFLOW Modules uniFLOW consists of a primary server that can be configured with a variety of modules to address your specific needs in the following areas: Statistics The mostimportantfeature ofuniFLOW isthe ability tomonitorandtrackallcopy andprintactivities forboth black andwhite andcolorusage forall devicesinyour fleet. uniFLOW canaccountby device, individual, location, department, file type, etc. With over 70 standard reports uniFLOW will provide you with up to the minute data allowing you to analyze critical data and make adjusts as needed. Reports can be auto-generated and delivered via e-mail as often as you deem necessary.What’s not measured, is not managed. Follow Me Printing This feature allows users to retrieve their print jobs from any device within their network. By authenticating at a device via a badge or PIN code, the user can select which jobs to print, edit the attributes of the job before printing or even delete jobs before they are released.Users can adjust print settings such as color, duplex, stapling, hole-punch, page counts, etc., right from the multi-function devices. Users also have the flexibility for scanning to e-mail or any configured back end solution that they use from any device. Secure Mobile Printing Canon’s exclusive uniFLOW solution can allow mobile users to easily print from their smartphones and tablets via Canon multifunction products, single function printers and non-Canon print devices. In addition, companies can control and secure the release of the print output to networked devices by tracking and statistically capturing all output related details and requiring users to authenticate at the device prior to print delivery. o Secure Mobile Submission: 4.I.b Packet Pg. 442 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Software Overview Canon Solutions America, Inc. A Canon U.S.A. Company uniFLOW allows any mobile user to submit a print job, as long as that user's mobile device has emailing capabilities. Users can also submit jobs via web browser, or printing directly from an application using an internet enabled driver. o Secure Mobile Release: Once a print job is submitted, regardless of whether it's from a desktop PC or a mobile device, the user will fall into the uniFLOW My Print Anywhere (follow me printing) workflow, where the userwill walk tothe mostconvenientdevice, andrelease theirprintjobafterauthenticating themselves. o Multiple Identities & Guest Printing: Users tend to have multiple identities in today's mobile age, and uniFLOW supports that by allowing users to register each of their identities, such as email addresses or phone numbers, so that the uniFLOW system will recognize them, and allow them to print. uniFLOW Secure Mobile Printing also provides the option for guest printing. Guest printing can be customized to allow visitors (outside the network) to submit print jobs, but with preset company restrictions. o Native Application: There is also a uniFLOW native app for Apple iOS devices and Android devices. This app enables the mobile device to identify a printer, for example by a QR code, select a print job from the user's personal print queue, make necessary print settings, and release their job. Rules Based Routing The end-user still just presses the “print” button, but once the job matches certain conditions, they are prompted to route the job to a more cost-effective printer. The conditions used to route the job can be different for each printer and include criteria such as the number of pages, the cost of the job, whether it contains color, or the application used to print the job. The user may choose to override the prompt to route the job to a preferred printer if given permission by the administrator. Print jobs can also be set up for automatic rerouting to the most cost-effective device, thereby denying the user the choice. uniFLOW allows organizations to save money by reducing printing expenditures by routing print jobs from expensive network printers to Canon multifunction devices that print at lower cost-per- copy. The general features of Rules Based Routing are: Allows print jobs to be moved to another device depending on certain conditions set by the administrator. 4.I.b Packet Pg. 443 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Software Overview Canon Solutions America, Inc. A Canon U.S.A. Company Jobs can be moved automatically (i.e. without asking the user first) or interactively (i.e. getting the user to choose first). Notification of the job routing can be sent to user via web pop-up and/or email. Ability to route jobs from one networked printer to another. Ability to route jobs from a locally attached desktop printer to a networked printer. Ability to route jobs to a secure print queue. Savings made from routing jobs can be stored in the database for later reporting. Potential savings from routing jobs to the cheapest device can be stored in the database for later reporting. Users who ignore the routing advice and keep printing to the most expensive printers can also be tracked. Integrated Print Room Management (CRD) uniFLOW provides the ability to route jobs to the print shop just like any other print job to any other printer. CRD provides job ticketing, central job management via a convenient operator dashboard and pre-press document make-ready for creation and cleanup. Authentication uniFLOW offers a variety of authentication methods including corporate ID card systems, thereby giving administrators greater levels of control and security. Universal Print Driver The uniFLOW UniversalPrintDriverprovidesITwitha single, easy tomanageprintdriverthatdrives printing for all devices on the network. One of the most labor intensive activities for the IT departmentisloadingandmanagingvariousprintdriversforeachdeviceonhundreds,eventhousands of workstations throughout the organization. With only a single driver to manage, we take the guesswork out of which driver to use and frees up IT to focus on more mission critical tasks. This alsoworksina mixedprinterenvironmentwithPostScriptandPCLprinters. Ifnecessary aconversion between the two standards (PostScript and PCL) can take place. Click here for uniFLOW brochure 4.I.b Packet Pg. 444 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Software Overview Canon Solutions America, Inc. A Canon U.S.A. Company MiCard Plus Organizations lock their MFDs to stop unauthorized and uncontrolled usage. By combining a MiCard PLUS proximity card with uniFLOW, organizations can enjoy these security benefits while still allowing authorized users quick and easy access to the MFD. A single swipe of their building access pass or ID card is all that is required to instantly authenticate and enjoy the full power of the Canon MFDs. Multiple Technologies in one Reader Proximity card readers are not just used to gain access to multi-functional devices but also to buildings, PCs or to pay for food in restaurants. Different card technologies may be in use in different buildings or may change as new services are offered to workers. The MiCardPLUS readercanreadover35 different125kHz and 13.56 MHz proximity and contactless smart cards in the same reader. Over 35 different Technologies The MiCard PLUS is 35 card readers in one. The MiCard PLUS can be configured to read the specific card type in use in the organization. Common technologies supported by the MiCard PLUS reader include HID®Prox, Indala®(Motorola), HiTag and CASI-RUSCO®all in the 125 kHz range. In the 13.56 MHz frequency, the MiCard PLUS reader can identify the serial number from cards using technologies such as HID iCLASS and MIFARE. Simultaneous Card Reading In addition to reading more than 35 different card types, the MiCard PLUS reader can be configured to read two different cards, regardless of the technology or frequency. This allows companies with more than one technology in use in their organization to provide all users with access to the devices without having to distribute multiple cards or attaching RFID stickers to existing cards. 4.I.b Packet Pg. 445 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Managed Print Services Program Canon Solutions America, Inc. A Canon U.S.A. Company Managed Print Services Program Executive Summary Today’s business climate is more challenging than ever before. To remain competitive, companies must look to all aspects of their business for cost-cutting opportunities that not only improve profits but also increase productivity and enhance operational efficiencies. According to Gartner Group, an estimated 1% to 3% of annual revenues are spent on print related activities. Industry analysts continue to highlight document output as a key area for significant cost savings. A Managed Print Services (MPS) program is designed to not only simplify the management and administration of an organization’s print environment, but also to seek to optimize the environment by balancing the ratio of single-function printer to multifunctional device, and the number of end-users per print device, so that better efficiencies, productivity, and cost savings can be realized. This proposal presents the County with a solution for taking control of your single-function laser printer devices. By actively managing these devices through Canon Solutions America’s Managed Print Services, the County will realize significant benefits including: Control and reduction of per-page printing costs Simplified vendor management—one vendor to support all printing needs Reduced IT support burden Reduced total cost of ownership Increased device availability Why Managed Print Services? Have you experienced any of the following challenges and pain points? •Lack of a full picture of your assets:You don’t know how many devices you have, what kinds they are, or where they are located. •Control of device uptime:You don’t know when machines are not functioning, when there are delays in requesting service, if there are supply outages, etc. •Multiple vendors:You spend too much time managing inconsistent obligations, different support models, and nonstandard vendor accountability. Output fleets represent a significant area of opportunity to realize fiduciary benefits. Savings of 10 to 30% of annual spend can be achieved with active management. – Gartner Group 4.I.b Packet Pg. 446 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Managed Print Services Program Canon Solutions America, Inc. A Canon U.S.A. Company •Inconsistent service:You don’t have centralized service across your fleet, maintenance is reactive rather than proactive, and you must deal with differing service obligations. •Lack of cost control:You might be purchasing expensive supplies, take up valuable space by storing them, and could face unpredictable maintenance costs. •Accounting challenges:You’re paying multiple equipment, supply, and maintenance vendors, making it difficult to accurately budget/allocate costs. If you have, you’re not alone. Canon Solutions America is here to help. Our MPS programs have achieved outstanding customer satisfaction ratings because: We listen to and understand your requirements so we can best meet your needs. From a financial perspective, we provide benchmark value. Your ongoing satisfaction is ensured through our outstanding service and support. Designed for You CanonSolutionsAmerica’sManagedPrintServicesprogramdoesnottakeaone-size-fits-allapproach. There are many drivers behind your objectives regarding management of your print device fleet, so Canon Solutions America designs a program that meets your specific business needs and unique objectives. Starting with managing your fleet of single-function printers under a Cost-Per-Page contract, andlaterextending toPrintDevice FleetRightsizing, End-UserPrint BehaviorModification, and even Total Print Outsourcing, Canon Solutions America will work closely with you to develop a long-term strategy to transform your print infrastructure and help lower your costs, while increasing the quality of service you receive. 4.I.b Packet Pg. 447 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Managed Print Services Program Canon Solutions America, Inc. A Canon U.S.A. Company Program Overview Discovery Findings Traditionally, document output costs have been widely distributed across an organization’s financial reporting structure. This decentralized approach hides many print related expenses, hindering management’s ability to account for the true costs of document output across the company. Through our Managed Print Services discovery process, we provide you with the information you need to understand and gain greater control of your copying and printing expenses. Objectives The County’s objectives for managing document output technology are: Identify, track, and control all output devices through a reporting system that will enable the County to account for all devices and recover related operating costs internally. Work with a vendor who will provide optimum reliability while offering a combined approach of technology, service, performance guarantees, and systems for accountability. Engage a single vendor to provide all document delivery systems, to realize consistency in service and pricing as well as programs for acquiring, invoicing, and supporting the document environment. Uncover the true cost of hardcopy output within the County’s environment. Define and capture key metrics so that the County is able to evaluate the current state of operations and assess, through an informed perspective, opportunities for improvement. Use the data gathered in this project to support the County’s desire to reduce spend on hardcopy output through: o Implementing a Managed Print Services program o Reducing and consolidating print devices o Optimizing document output strategies 4.I.b Packet Pg. 448 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Managed Print Services Program Canon Solutions America, Inc. A Canon U.S.A. Company Description of Services Canon Solutions America will provide the County with a fully integrated Managed Print Services program that will enable you to gain control of laser printing expenditures while also enhancing printer performance and user productivity. Features Supplies Replenishment Toner Reports Monthly usage dashboard Quarterly account review Printer Monitoring Proactive alert monitoring Printer Maintenance Routine preventative maintenance Maintenance kits (where applicable) Help Desk Level 1 triage Printer Repair Parts Labor Single-Function Printer Management To easily and efficiently manage all of your single-function print devices, our MPS program offering includes supplies, parts, and labor, plus covers toner cartridges and on-site break-fix services, all for a fixed cost-per-print (CPP) fee structure (one CPP for black & white output devices and one CPP for color output devices). Also included are proactive device monitoring, Level 1 Help Desk services, and a comprehensive reporting package. Supplies Par Labor Device monitoring Usage reporting Level 1 Help Desk In addition to field-based technicians, our Technical Operations Center (TOC)is key toour successful delivery model for Managed Print Services. Through the deployment of remote monitoring software, the TOC proactively responds to device alert conditions, often before end-users even realize there is a problem. All inclusive, cost-per- page model. 4.I.b Packet Pg. 449 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Managed Print Services Program Canon Solutions America, Inc. A Canon U.S.A. Company Program Outline When compared against the County’s current single-function laser printer program, the advantages of Canon Solutions America’s proposal become clear. The County will receive significantly greater levels of service while also reducing Total Cost of Ownership. Print Solutions Comparison Feature Current Proposed Supplies (toner)Purchase as Needed Included Parts (break-fix)T&M Included Labor (break-fix)T&M Included Device Monitoring n/a Included Proactive Alert/Error Condition Response n/a Included Usage Reporting n/a Included Level 1 Help Desk Vendor Specific Included Fixed Cost-Per-Print n/a Included Simplified Billing n/a Included Consumables Tracking n/a Included Comprehensive Account Review n/a Included Simplified Vendor Management Multiple One Vendor Canon Solutions America’s MPS Program is a no-minimum base volume agreement—you pay for only the actual number of pages printed. There are no overages, either; the County may print as much or as little as business demands require for a given period. 4.I.b Packet Pg. 450 Attachment: Master Agreement- Attachment 1 (2471 : Canon Solutions of America - New MFD - Authorize) Managed Print Services Program Canon Solutions America, Inc. A Canon U.S.A. Company Benefits of MPS Through the implementation of Canon Solutions America’s MPS Program, the County will be better able to manage the use and allocation of your existing printer fleet. •Lower Total Expenses:Managed Print Services will enable the County to control and reduce print related expenses through an all-inclusive cost-per-page (CPP) program designed to optimize print environments, eliminate costly supply stocking, and lower overall laser printer costs. Reduce overall spend on print-related activities with potential savings of 10-30%. •No Hidden Fees:For a low monthly fee, Canon Solutions America will provide the County with the supplies and service necessary to keep the printer fleet running at peak performance. The predictable monthly fee is based upon actual usage and includes all laser printer related supplies and service, except paper and staples. Includes OEM (Original Equipment Manufacturer) toner and supplies. •Simple Cost Management:Print cartridge expenses are often buried in departmental budgets, making it difficult to quantify print related costs and impossible to manage the print environment. Managed Print Services will provide the County with visibility into these costs, including a single invoice for all laser printer expenditures. Enjoy streamlined billing with management reports that support easy cost allocation. •Single Vendor Model:Simplify the management and administration of your print environment through a single vendor dedicated to optimizing and managing all document output devices. •Reduced Burden on IT:By removing the burden of printer related support tasks from the County’s IT department, your internal IT resources will be able to focus on core business systems and value-added technology initiatives. •Increased Control of the Print Environment: Leveraging industry-leading tools and tactics, Canon Solutions America will provide the County with valuable information on laser printer and multifunction printer usage and associated costs. Through scheduled performance reviews, we will provide recommendations for the continual optimization of your print environment including opportunities for cost savings and productivity enhancements. By actively engaging i