HomeMy WebLinkAboutDS Microsoft Licensing Renewal____________________________________________________________________________________
FOR CITY CLERK ONLY
Council Meeting: August 1, 2022
Disposition: Resolution 15108
Agenda Item No: 4.f
Meeting Date: August 1, 2022
SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Digital Service and Open Government
Prepared by: Vinh Pham,
Digital Infrastructure Manager
City Manager Approval: _________
TOPIC: MICROSOFT LICENSING RENEWAL
SUBJECT: RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE THE REQUIRED
FORMS TO RENEW THE CITY’S ENROLLMENT WITH MICROSOFT CORPORATION
AS PART OF A JOINT MICROSOFT ENTERPRISE AGREEMENT, AND ISSUE
PURCHASE ORDERS TO SOFTWARE ONE, INC., FOR MICROSOFT SOFTWARE
LICENSES AT A COST NOT TO EXCEED $240,000 PER YEAR FOR THE NEXT
THREE YEARS
RECOMMENDATION: Adopt a resolution authorizing the City Manager to execute the required forms to
renew the City’s enrollment with Microsoft Corporation (Microsoft) as part of a joint Microsoft Enterprise
Agreement and issue purchase orders to Software ONE, Inc., (Software ONE) for Microsoft software
licenses at a cost not to exceed $240,000 per year for the next three years.
BACKGROUND: The City of San Rafael has used Microsoft products as its standard computer software
at the server and workstation level since 2000. In August 2004, the City began purchasing its Microsoft
software licenses through a joint, volume licensing program known as the County of Riverside’s Microsoft
Enterprise Agreement (the Riverside EA). This cooperative purchasing program was initiated through a
Request for Proposals (RFP) process by the County of Riverside and continues to be the primary
procurement vehicle for Microsoft licenses for many government agencies throughout California. The
City’s current enrollment in the Riverside EA is due to expire on July 31, 2022. Over the last three years,
the most recent enrollment period, the City paid a total of $534,451.56 ($178,150.52 per year) for
maintenance and support on its original inventory of Microsoft products. During the same timeframe, the
City paid an additional $60,970.31 for new licenses needed in support of recent technology projects;
$31,850 is the ongoing yearly cost for these additional licenses. As a result, the City’s ongoing yearly
cost for its total inventory of Microsoft products was estimated at $210,000 at the time of initial budget
submittals for FY22-23.
The Riverside EA currently includes Microsoft offerings for traditional products such as Windows, MS
Office, MS Project, Exchange, and SQL Server. A few years ago, licensing options were added for
Microsoft’s newer cloud-based subscription services such as Office 365, OneDrive, SharePoint, Teams,
and Azure. The City began migrating to some of these cloud-based services in 2017 to maximize staff’s
ability to collaborate on email and shared files from any device connected to the Internet (including
SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
desktop and laptop computers, tablets, and smartphones). Software ONE has been the sole source
provider for Microsoft products that the City has used over the past three years as part of the Riverside
EA. The City will continue to work with Software One as our Microsoft provider for this new agreement.
ANALYSIS: In order to continue using its inventory of Microsoft products, and proceed without a lapse
of coverage, the City needs to execute the necessary forms (Attachment 2) to renew with Microsoft as
part of the Riverside EA by August 31, 2022. The Department of Digital Service and Open Government
completed its review of current products in June, with help from Microsoft and Software ONE. Some
adjustments to license types and numbers are being made as part of the renewal process as a result of
changing needs at the City, as well as changes to Microsoft’s licensing guidelines. Software ONE has
provided initial cost estimates of under $210,000 annually and is working with Microsoft to finalize this
number in the next week in order to provide their final price quote.
The estimated $210,000 per year covers the cost for all of the City’s Microsoft products for each year of
a three-year renewal period under the Riverside EA. This cost includes support and maintenance for all
previously purchased licenses and subscription services and adds support for new products purchased
in the last three years. The additional $30,000 requested by staff for each year would provide the latitude
to purchase any additional licenses or services needed (such as for increased operational requirements
and/or to support new technology projects) during this time period.
FISCAL IMPACT: The required costs for renewing licensing and subscription support for the City’s
Microsoft products are estimated at or under $210,000 per year. $210,000 is budgeted and available in
the FY 2022-23 Department of Digital Service and Open Government operating budget, in the
Technology Fund (fund no. 601), to cover this expense. Staff is recommending City Council approve a
contingency of an additional $30,000 with Software ONE to cover any unanticipated Microsoft licensing
expenses for future projects. Any funds needed to cover those additional licenses during the upcoming
3 years would be appropriated separately by the specific technology projects requiring those increases.
All funds needed in future fiscal years would continue to be appropriated through the normal budget
process.
RECOMMENDED ACTION: Adopt a resolution authorizing the City Manager to execute the required
forms to renew the City’s enrollment with Microsoft as part of the Riverside EA and issue purchase orders
to Software ONE for Microsoft software licenses at a cost not to exceed $240,000 per year for the next
three years.
ATTACHMENTS:
1. Resolution
2. Microsoft Enterprise Enrollment Forms
RESOLUTION NO. 15108
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN RAFAEL AUTHORIZING
THE CITY MANAGER TO EXECUTE THE REQUIRED FORMS TO RENEW THE CITY’S
ENROLLMENT WITH MICROSOFT CORPORATION AS PART OF A JOINT MICROSOFT
ENTERPRISE AGREEMENT, AND ISSUE PURCHASE ORDERS TO SOFTWARE ONE,
INC., FOR MICROSOFT SOFTWARE LICENSES AT A COST NOT TO EXCEED $240,000
PER YEAR FOR THE NEXT THREE YEARS
WHEREAS, the City has used Microsoft products as its standard for computer
software since 2000 and has been purchasing its Microsoft software licenses under the
County of Riverside’s Microsoft Enterprise Agreement since 2004; and
WHEREAS, the County of Riverside’s Microsoft Enterprise Agreement is a
cooperative purchasing program and the primary procurement vehicle for Microsoft licenses
by many government agencies in California; and
WHEREAS, the City’s current enrollment with Microsoft Corporation as part of the
County of Riverside’s Microsoft Enterprise Agreement expires on July 31, 2022, and the City
wishes to renew its Microsoft licenses after that date; and
WHEREAS, City funds in the amount of $210,000 are budgeted and available for
expenditure in the FY 2022-23 Department of Digital Service and Open Government
operating budget, in Technology Fund 601, while the additional $30,000 in contingency
funds would be appropriated separately by any technology projects requiring additional
Microsoft licenses, and all funds needed in future fiscal years would continue to be
appropriated through the normal budget process;
NOW, THEREFORE BE IT RESOLVED, that the City Council hereby authorizes the
City Manager to execute the required forms to renew the City’s enrollment with Microsoft
Corporation, subject to approval as to form by the City Attorney, as part of the County of
Riverside’s Microsoft Enterprise Agreement and to issue purchase orders to Software ONE,
Inc., for Microsoft software licenses at a cost not to exceed $240,000 per year for the next three
years.
I, Lindsay Lara, Clerk of the City of San Rafael, hereby certify that the foregoing
Resolution was duly and regularly introduced and adopted at a regular meeting of the San
Rafael City Council held on Monday, the 1st day of August 2022, by the following vote:
AYES: COUNCILMEMBERS: Bushey, Hill, Kertz & Mayor Kate
NOES: COUNCILMEMBERS: None
ABSENT: COUNCILMEMBERS: Llorens Gulati
LINDSAY LARA, City Clerk
Program Signature Form
MBA/MBSA number
Agreement number 8084445
Volume Licensing
5-0000008927708
Note: Enter the applicable active numbers associated with the documents below. Microsoft requires the
associated active number be indicated here, or listed below as new.
For the purposes of this form, "Customer* can mean the signing entity, Enrolled Affiliate,
Government Partner, Institution, or other party entering into a volume licensing program agreement.
This signature form and all contract documents identified in the table below are entered into between
the Customer and the Microsoft Affiliate signing, as of the effective date identified below.
Enterprise Enrollment (Indirect)
Enterprise Amendment
Prnrli ict Salantinn Fnrm
MU(:M11 iU (New)
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By signing below, Customer and the Microsoft Affiliate agree that both parties (1) have received, read
and understand the above contract documents, including any websites or documents incorporated by
reference and any amendments and (2) agree to be bound by the terms of all such documents.
Name of Entity (must be legal entity name)* City of San Rafael
Signature*N�`r�''�
Printed First and Last Name* Jim Schutz
Printed Title City Manager
Signature Date* Aug 9, 2022
Tax ID
* indicates required field
Program Sign Form (MSSign)(NA,LatAm)ExBRA, MLI(ENG)(May202O) Page 1 of 2
Document X20-12883
Microsoft Corporation
Signature
Printed First and Last Name
Printed Title
Signature Date
(date Microsoft Affiliate countersigns)
Agreement Effective Date
(may be different than Microsoft's signature date)
Optional 2nd Customer signature or Outsourcer signature (if applicable)
Name of Entity (must be legal entity name)*
Signature*
Printed First and Last Name*
Printed Title
Signature Date*
* indicates required field
Name of Entity (must be legal entity name)*
Signature*
Printed First and Last Name*
Printed Title
Signature Date*
* indicates required field
If Customer requires additional contacts or is reporting multiple previous Enrollments, include the
appropriate form(s) with this signature form.
After this signature form is signed by the Customer, send it and the Contract Documents to Customer's
channel partner or Microsoft account manager, who must submit them to the following address. When
the signature form is fully executed by Microsoft, Customer will receive a confirmation copy.
Microsoft Corporation
Dept. 551, Volume Licensing
6880 Sierra Center Parkway
Reno, Nevada 89511
USA
ProgramSignForm (MSS ign)(NA,LatAm)ExBRA, MLI(ENG)(May2020) Page 2 of 2
Document X20-12883
Microsoft
Enterprise Enrollment
Volume Licensing
State and Local
Enterprise Enrollment number 73171068 Framework ID
(Microsoft to complete) (if applicable)
Previous Enrollment number 61580558
(Reseller to complete)
This Enrollment must be attached to a signature form to be valid.
This Microsoft Enterprise Enrollment is entered into between the entities as identified in the signature form
as of the effective date. Enrolled Affiliate represents and warrants it is the same Customer, or an Affiliate of
the Customer, that entered into the Enterprise Agreement identified on the program signature form.
This Enrollment consists of: (1) these terms and conditions, (2) the terms of the Enterprise Agreement
identified on the signature form, (3) the Product Selection Form, (4) the Product Terms, (5) the Online
Services Terms, (6) any Supplemental Contact Information Form, Previous Agreement/Enrollment form,
and other forms that may be required, and (7) any order submitted under this Enrollment. This Enrollment
may only be entered into under a 2011 or later Enterprise Agreement. By entering into this Enrollment,
Enrolled Affiliate agrees to be bound by the terms and conditions of the Enterprise Agreement.
All terms used but not defined are located at http://www.microsoft.com/licensing/contracts. In the event of
any conflict the terms of this Agreement control.
Effective date. If Enrolled Affiliate is renewing Software Assurance or Subscription Licenses from one or
more previous Enrollments or agreements, then the effective date will be the day after the first prior
Enrollment or agreement expires or terminates. If this Enrollment is renewed, the effective date of the
renewal term will be the day after the Expiration Date of the initial term. Otherwise, the effective date will
be the date this Enrollment is accepted by Microsoft. Any reference to "anniversary date" refers to the
anniversary of the effective date of the applicable initial or renewal term for each year this Enrollment is in
effect.
Term. The initial term of this Enrollment will expire on the last day of the month, 36 full calendar months
from the effective date of the initial term. The renewal term will expire 36 full calendar months after the
effective date of the renewal term.
Terms and Conditions
1. Definitions.
Terms used but not defined in this Enrollment will have the definition in the Enterprise Agreement. The
following definitions are used in this Enrollment:
"Additional Product" means any Product identified as such in the Product Terms and chosen by Enrolled
Affiliate under this Enrollment.
"Community" means the community consisting of one or more of the following: (1) a Government, (2) an
Enrolled Affiliate using eligible Government Community Cloud Services to provide solutions to a
Government or a qualified member of the Community, or (3) a Customer with Customer Data that is subject
to Government regulations for which Customer determines and Microsoft agrees that the use of
Government Community Cloud Services is appropriate to meet Customer's regulatory requirements.
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Membership in the Community is ultimately at Microsoft's discretion, which may vary by Government
Community Cloud Service.
"Enterprise Online Service" means any Online Service designated as an Enterprise Online Service in the
Product Terms and chosen by Enrolled Affiliate under this Enrollment. Enterprise Online Services are
treated as Online Services, except as noted.
"Enterprise Product" means any Desktop Platform Product that Microsoft designates as an Enterprise
Product in the Product Terms and chosen by Enrolled Affiliate under this Enrollment. Enterprise Products
must be licensed for all Qualified Devices and Qualified Users on an Enterprise -wide basis under this
program.
"Expiration Date" means the date upon which the Enrollment expires.
"Federal Agency" means a bureau, office, agency, department or other entity of the United States
Government.
"Government" means a Federal Agency, State/Local Entity, or Tribal Entity acting in its governmental
capacity.
"Government Community Cloud Services" means Microsoft Online Services that are provisioned in
Microsoft's multi -tenant data centers for exclusive use by or for the Community and offered in accordance
with the National Institute of Standards and Technology (NIST) Special Publication 800-145. Microsoft
Online Services that are Government Community Cloud Services are designated as such in the Use Rights
and Product Terms.
"Industry Device" (also known as line of business device) means any device that: (1) is not useable in its
deployed configuration as a general purpose personal computing device (such as a personal computer), a
multi -function server, or a commercially viable substitute for one of these systems; and (2) only employs an
industry or task -specific software program (e.g. a computer -aided design program used by an architect or
a point of sale program) ("Industry Program"). The device may include features and functions derived from
Microsoft software or third -party software. If the device performs desktop functions (such as email, word
processing, spreadsheets, database, network or Internet browsing, or scheduling, or personal finance),
then the desktop functions: (1) may only be used for the purpose of supporting the Industry Program
functionality; and (2) must be technically integrated with the Industry Program or employ technically
enforced policies or architecture to operate only when used with the Industry Program functionality.
"Managed Device" means any device on which any Affiliate in the Enterprise directly or indirectly controls
one or more operating system environments. Examples of Managed Devices can be found in the Product
Terms.
"Qualified Device" means any device that is used by or for the benefit of Enrolled Affiliate's Enterprise and
is: (1) a personal desktop computer, portable computer, workstation, or similar device capable of running
Windows Pro locally (in a physical or virtual operating system environment), or (2) a device used to access
a virtual desktop infrastructure ("VDI"). Qualified Devices do not include any device that is: (1) designated
as a server and not used as a personal computer, (2) an Industry Device, or (3) not a Managed Device. At
its option, the Enrolled Affiliate may designate any device excluded above (e.g., Industry Device) that is
used by or for the benefit of the Enrolled Affiliate's Enterprise as a Qualified Device for all or a subset of
Enterprise Products or Online Services the Enrolled Affiliate has selected.
"Qualified User" means a person (e.g., employee, consultant, contingent staff) who: (1) is a user of a
Qualified Device, or (2) accesses any server software requiring an Enterprise Product Client Access
License or any Enterprise Online Service. It does not include a person who accesses server software or
an Online Service solely under a License identified in the Qualified User exemptions in the Product Terms.
"Reseller" means an entity authorized by Microsoft to resell Licenses under this program and engaged by
an Enrolled Affiliate to provide pre- and post -transaction assistance related to this agreement;
"Reserved License" means for an Online Service identified as eligible for true -ups in the Product Terms,
the License reserved by Enrolled Affiliate prior to use and for which Microsoft will make the Online Service
available for activation.
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"State/Local Entity" means (1) any agency of a state or local government in the United States, or (2) any
United States county, borough, commonwealth, city, municipality, town, township, special purpose district,
or other similar type of governmental instrumentality established by the laws of Customer's state and
located within Customer's state's jurisdiction and geographic boundaries.
"Tribal Entity" means a federally recognized tribal entity performing tribal governmental functions and
eligible for funding and services from the U.S. Department of Interior by virtue of its status as an Indian
tribe.
"Use Rights" means, with respect to any licensing program, the use rights or terms of service for each
Product and version published for that licensing program at the Volume Licensing Site and updated from
time to time. The Use Rights include the Product -Specific License Terms, the License Model terms, the
Universal License Terms, the Data Protection Terms, and the Other Legal Terms. The Use Rights
supersede the terms of any end user license agreement (on -screen or otherwise) that accompanies a
Product.
"Volume Licensing Site" means http://www.microsoft.com/licensing/contracts or a successor site.
2. Order requirements.
a. Minimum order requirements. Enrolled Affiliate's Enterprise must have a minimum of 250
Qualified Users or Qualified Devices. The initial order must include at least 250 Licenses for
Enterprise Products or Enterprise Online Services.
(i) Enterprise commitment. Enrolled Affiliate must order enough Licenses to cover all
Qualified Users or Qualified Devices, depending on the License Type, with one or more
Enterprise Products or a mix of Enterprise Products and the corresponding Enterprise
Online Services (as long as all Qualified Devices not covered by a License are only used
by users covered with a user License).
(ii) Enterprise Online Services only. If no Enterprise Product is ordered, then Enrolled
Affiliate need only maintain at least 250 Subscription Licenses for Enterprise Online
Services.
b. Additional Products. Upon satisfying the minimum order requirements above, Enrolled
Affiliate may order Additional Products.
c. Use Rights for Enterprise Products. For Enterprise Products, if a new Product version has
more restrictive use rights than the version that is current at the start of the applicable initial or
renewal term of the Enrollment, those more restrictive use rights will not apply to Enrolled
Affiliate's use of that Product during that term.
d. Country of usage. Enrolled Affiliate must specify the countries where Licenses will be used
on its initial order and on any additional orders.
e. Resellers. Enrolled Affiliate must choose and maintain a Reseller authorized in the United
States. Enrolled Affiliate will acquire its Licenses through its chosen Reseller. Orders must be
submitted to the Reseller who will transmit the order to Microsoft. The Reseller and Enrolled
Affiliate determine pricing and payment terms as between them, and Microsoft will invoice the
Reseller based on those terms. Throughout this Agreement the term "price" refers to reference
price. Resellers and other third parties do not have authority to bind or impose any obligation
or liability on Microsoft.
f. Adding Products.
(i) Adding new Products not previously ordered. New Enterprise Products or Enterprise
Online Services may be added at any time by contacting a Microsoft Account Manager or
Reseller. New Additional Products, other than Online Services, may be used if an order is
placed in the month the Product is first used. For Additional Products that are Online
Services, an initial order for the Online Service is required prior to use.
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(ii) Adding Licenses for previously ordered Products. Additional Licenses for previously
ordered Products other than Online Services may be added at any time but must be
included in the next true -up order. Additional Licenses for Online Services must be ordered
prior to use, unless the Online Services are (1) identified as eligible for true -up in the
Product Terms or (2) included as part of other Licenses.
g. True -up requirements. Enrolled Affiliate must submit an annual true -up order that accounts
for any changes since the initial order or last order. If there are no changes, then an update
statement must be submitted instead of a true -up order.
(i) Enterprise Products. For Enterprise Products, Enrolled Affiliate must determine the
number of Qualified Devices and Qualified Users (if ordering user -based Licenses) at the
time the true -up order is placed and must order additional Licenses for all Qualified Devices
and Qualified Users that are not already covered by existing Licenses, including any
Enterprise Online Services.
(ii) Additional Products. For Additional Products that have been previously ordered under
this Enrollment, Enrolled Affiliate must determine the maximum number of Additional
Products used since the latter of the initial order, the last true -up order, or the prior
anniversary date and submit a true -up order that accounts for any increase.
(iii) Online Services. For Online Services identified as eligible for true -up in the Product
Terms, Enrolled Affiliate may place a reservation order for the additional Licenses prior to
use and payment may be deferred until the next true -up order. Microsoft will provide a
report of Reserved Licenses ordered but not yet invoiced to Enrolled Affiliate and its
Reseller. Reserved Licenses will be invoiced retrospectively to the month in which they
were ordered.
(iv) Subscription License reductions. Enrolled Affiliate may reduce the quantity of
Subscription Licenses at the Enrollment anniversary date on a prospective basis if
permitted in the Product Terms, as follows:
1) For Subscription Licenses that are part of an Enterprise -wide purchase, Licenses may
be reduced if the total quantity of Licenses and Software Assurance for an applicable
group meets or exceeds the quantity of Qualified Devices and Qualified Users (if
ordering user -based Licenses) identified on the Product Selection Form, and includes
any additional Qualified Devices and Qualified Users added in any prior true -up orders.
Step-up Licenses do not count towards this total count.
2) For Enterprise Online Services that are not a part of an Enterprise -wide purchase,
Licenses can be reduced as long as the initial order minimum requirements are
maintained.
3) For Additional Products available as Subscription Licenses, Enrolled Affiliate may
reduce the Licenses. If the License count is reduced to zero, then Enrolled Affiliate's
use of the applicable Subscription License will be cancelled.
Invoices will be adjusted to reflect any reductions in Subscription Licenses at the true -up
order Enrollment anniversary date and effective as of such date.
(v) Update statement. An update statement must be submitted instead of a true -up order if,
since the initial order or last true -up order, Enrolled Affiliate's Enterprise: (1) has not
changed the number of Qualified Devices and Qualified Users licensed with Enterprise
Products or Enterprise Online Services; and (2) has not increased its usage of Additional
Products. This update statement must be signed by Enrolled Affiliate's authorized
representative.
(vi) True -up order period. The true -up order or update statement must be received by
Microsoft between 60 and 30 days prior to each Enrollment anniversary date. The third -
year true -up order or update statement is due within 30 days prior to the Expiration Date,
and any license reservations within this 30 day period will not be accepted. Enrolled Affiliate
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may submit true -up orders more often to account for increases in Product usage, but an
annual true -up order or update statement must still be submitted during the annual order
period.
(vii)Late true -up order. If the true -up order or update statement is not received when due,
Microsoft will invoice Reseller for all Reserved Licenses not previously invoiced and
Subscription License reductions cannot be reported until the following Enrollment
anniversary date (or at Enrollment renewal, as applicable).
h. Step-up Licenses. For Licenses eligible for a step-up under this Enrollment, Enrolled Affiliate
may step-up to a higher edition or suite as follows:
(i) For step-up Licenses included on an initial order, Enrolled Affiliate may order according to
the true -up process.
(ii) If step-up Licenses are not included on an initial order, Enrolled Affiliate may step-up
initially by following the process described in the Section titled "Adding new Products not
previously ordered," then for additional step-up Licenses, by following the true -up order
process.
i. Clerical errors. Microsoft may correct clerical errors in this Enrollment, and any documents
submitted with or under this Enrollment, by providing notice by email and a reasonable
opportunity for Enrolled Affiliate to object to the correction. Clerical errors include minor
mistakes, unintentional additions and omissions. This provision does not apply to material
terms, such as the identity, quantity or price of a Product ordered.
j. Verifying compliance. Microsoft may, in its discretion and at its expense, verify compliance
with this Enrollment as set forth in the Enterprise Agreement.
3. Pricing.
a. Price Levels. For both the initial and any renewal term Enrolled Affiliate's Price Level for all
Products ordered under this Enrollment will be Level "D" throughout the term of the Enrollment.
b. Setting Prices. Enrolled Affiliate's prices for each Product or Service will be established by its
Reseller. Except for Online Services designated in the Product Terms as being exempt from
fixed pricing, As long as Enrolled Affiliate continues to qualify for the same price level,
Microsoft's prices for Resellers for each Product or Service ordered will be fixed throughout the
applicable initial or renewal Enrollment term. Microsoft's prices to Resellers are reestablished
at the beginning of the renewal term.
4. Payment terms.
For the initial or renewal order, Microsoft will invoice Enrolled Affiliate's Reseller in three equal annual
installments. The first installment will be invoiced upon Microsoft's acceptance of this Enrollment and
remaining installments will be invoiced on each subsequent Enrollment anniversary date. Subsequent
orders are invoiced upon acceptance of the order and Enrolled Affiliate may elect to pay annually or upfront
for Online Services and upfront for all other Licenses.
5. End of Enrollment term and termination.
a. General. At the Expiration Date, Enrolled Affiliate must immediately order and pay for Licenses
for Products it has used but has not previously submitted an order, except as otherwise
provided in this Enrollment.
b. Renewal option. At the Expiration Date of the initial term, Enrolled Affiliate can renew
Products by renewing this Enrollment for one additional 36-month term or by signing a new
Enrollment. Microsoft must receive a Renewal Form, Product Selection Form, and renewal
order prior to or at the Expiration Date. Microsoft will not unreasonably reject any renewal.
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Microsoft may make changes to this program that will make it necessary for Customer and its
Enrolled Affiliates to enter into new agreements and Enrollments at renewal.
c. If Enrolled Affiliate elects not to renew.
(i) Software Assurance. If Enrolled Affiliate elects not to renew Software Assurance for any
Product under its Enrollment, then Enrolled Affiliate will not be permitted to order Software
Assurance later without first acquiring a new License with Software Assurance.
(ii) Online Services eligible for an Extended Term. For Online Services identified as eligible
for an Extended Term in the Product Terms, the following options are available at the end
of the Enrollment initial or renewal term.
1) Extended Term. Licenses for Online Services will automatically expire in accordance
with the terms of the Enrollment. An extended term feature that allows Online Services
to continue month -to -month ("Extended Term") is available. During the Extended
Term, Online Services will be invoiced monthly at the then -current published price as
of the Expiration Date plus a 3% administrative fee for up to one year. If Enrolled
Affiliate wants an Extended Term, Enrolled Affiliate must submit a request to Microsoft
at least 30 days prior to the Expiration Date.
2) Cancellation during Extended Term. At any time during the first year of the
Extended Term, Enrolled Affiliate may terminate the Extended Term by submitting a
notice of cancellation to Microsoft for each Online Service. Thereafter, either party
may terminate the Extended Term by providing the other with a notice of cancellation
for each Online Service. Cancellation will be effective at the end of the month following
30 days after Microsoft has received or issued the notice.
(iii) Subscription Licenses and Online Services not eligible for an Extended Term. If
Enrolled Affiliate elects not to renew, the Licenses will be cancelled and will terminate as
of the Expiration Date. Any associated media must be uninstalled and destroyed and
Enrolled Affiliate's Enterprise must discontinue use. Microsoft may request written
certification to verity compliance.
d. Termination for cause. Any termination for cause of this Enrollment will be subject to the
"Termination for cause" section of the Agreement. In addition, it shall be a breach of this
Enrollment if Enrolled Affiliate or any Affiliate in the Enterprise that uses Government
Community Cloud Services fails to meet and maintain the conditions of membership in the
definition of Community.
e. Early termination. Any early termination of this Enrollment will be subject to the "Early
Termination" Section of the Enterprise Agreement.
For Subscription Licenses, in the event of a breach by Microsoft, or if Microsoft terminates an
Online Service for regulatory reasons, Microsoft will issue Reseller a credit for any amount paid
in advance for the period after termination.
6. Government Community Cloud.
a. Community requirements. If Enrolled Affiliate purchases Government Community Cloud
Services, Enrolled Affiliate certifies that it is a member of the Community and agrees to use
Government Community Cloud Services solely in its capacity as a member of the Community
and, for eligible Government Community Cloud Services, for the benefit of end users that are
members of the Community. Use of Government Community Cloud Services by an entity that
is not a member of the Community or to provide services to non -Community members is strictly
prohibited and could result in termination of Enrolled Affiliate's license(s) for Government
Community Cloud Services without notice. Enrolled Affiliate acknowledges that only
Community members may use Government Community Cloud Services.
b. All terms and conditions applicable to non -Government Community Cloud Services also apply
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to their corresponding Government Community Cloud Services, except as otherwise noted in
the Use Rights, Product Terms, and this Enrollment.
c. Enrolled Affiliate may not deploy or use Government Community Cloud Services and
corresponding non -Government Community Cloud Services in the same domain.
d. Use Rights for Government Community Cloud Services. For Government Community
Cloud Services, notwithstanding anything to the contrary in the Use Rights:
(i) Government Community Cloud Services will be offered only within the United States.
(ii) Additional European Terms, as set forth in the Use Rights, will not apply.
(iii) References to geographic areas in the Use Rights with respect to the location of Customer
Data at rest, as set forth in the Use Rights, refer only to the United States.
EA20201 EnrGov(US)SLG(ENG)(Oct2019) Page 7 of 10
Document X20-10635
Enrollment Details
1. Enrolled Affiliate's Enterprise.
a. Identify which Agency Affiliates are included in the Enterprise. (Required) Enrolled Affiliate's
Enterprise must consist of entire offices, bureaus, agencies, departments or other entities of
Enrolled Affiliate, not partial offices, bureaus, agencies, or departments, or other partial entities.
Check only one box in this section. If no boxes are checked, Microsoft will deem the Enterprise
to include the Enrolled Affiliate only. If more than one box is checked, Microsoft will deem the
Enterprise to include the largest number of Affiliates:
0 Enrolled Affiliate only
❑ Enrolled Affiliate and all Affiliates
❑ Enrolled Affiliate and the following Affiliate(s) (Only identify specific affiliates to be included
if fewer than all Affiliates are to be included in the Enterprise):
❑ Enrolled Affiliate and all Affiliates, with following Affiliate(s) excluded
b. Please indicate whether the Enrolled Affiliate's Enterprise will include all new Affiliates acquired
after the start of this Enrollment: Exclude future Affiliates
2. Contact information.
Each party will notify the other in writing if any of the information in the following contact information page(s)
changes. The asterisks (*) indicate required fields. By providing contact information, Enrolled Affiliate
consents to its use for purposes of administering this Enrollment by Microsoft, its Affiliates, and other parties
that help administer this Enrollment. The personal information provided in connection with this Enrollment
will be used and protected in accordance with the privacy statement available at
hftps://www.microsoft.com/licensing/servicecenter.
a. Primary contact. This contact is the primary contact for the Enrollment from within Enrolled
Affiliate's Enterprise. This contact is also an Online Administrator for the Volume Licensing
Service Center and may grant online access to others. The primary contact will be the default
contact for all purposes unless separate contacts are identified for specific purposes
Name of entity (must be legal entity name)* City of San Rafael
Contact name* First Vinh Last Pham
Contact email address* vinh.pham@cityofsanrafael.org
Street address* 1400 Fifth Ave
City* San Rafael
State* CA
Postal code* 94901-1943-
(Please provide the zip + 4, e.g. xxxxx-xxxx)
Country* United States
Phone* 415-485-3028
Tax ID
* indicates required fields
b. Notices contact and Online Administrator. This contact (1) receives the contractual notices,
(2) is the Online Administrator for the Volume Licensing Service Center and may grant online
access to others, and (3) is authorized to order Reserved Licenses for eligible Online Servies,
including adding or reassigning Licenses and stepping -up prior to a true -up order.
EA20201EnrGov(US)SLG(ENG)(0ct2019) Page 8 of 10
Document X20-10635
❑ Same as primary contact (default if no information is provided below, even if the box is not
checked).
Contact name* First Vinh Last Pham
Contact email address* vinh.pham@cityofsanrafael.org
Street address* 1400 Fifth Ave
City* San Rafael
State* CA
Postal code* 94901-1943-
(Please provide the zip + 4, e.g. xxxxx-xxxx)
Country* United States
Phone* 415-485-3028
Language preference. Choose the language for notices. English
❑ This contact is a third party (not the Enrolled Affiliate). Warning: This contact receives
personally identifiable information of the Customer and its Affiliates.
* indicates required fields
c. Online Services Manager. This contact is authorized to manage the Online Services ordered
under the Enrollment and (for applicable Online Services) to add or reassign Licenses and
step-up prior to a true -up order.
Same as notices contact and Online Administrator (default if no information is provided below,
even if box is not checked)
Contact name*: First Vinh Last Pham
Contact email address* vinh.pham@cityofsanrafael.org
Phone* 415-485-3028
❑ This contact is from a third party organization (not the entity). Warning: This contact receives
personally identifiable information of the entity.
* indicates required fields
d. Reseller information. Reseller contact for this Enrollment is:
Reseller company name* SoftwareONE, Inc.
Street address (PO boxes will not be accepted)* 20875 Crossroads Circle, Suite 1
City* Waukesha
State* WI
Postal code* 53186-4093
Country* United States
Contact name* MS. Admin
Phone* 262-317-5555
Contact email address* ms-admin.us@softwareone.com
* indicates required fields
By signing below, the Reseller identified above confirms that all information provided in this
Enrollment is correct.
Signature*
Printed name*
Printed title*
Date*
* indicates required fields
Changing a Reseller. If Microsoft or the Reseller chooses to discontinue doing business with
each other, Enrolled Affiliate must choose a replacement Reseller. If Enrolled Affiliate or the
Reseller intends to terminate their relationship, the initiating party must notify Microsoft and the
EA20201 EnrGov(US)SLG(ENG)(0ct2019)
Page 9 of 10
Document X20-10635
other party using a form provided by Microsoft at least 90 days prior to the date on which the
change is to take effect.
e. If Enrolled Affiliate requires a separate contact for any of the following, attach the Supplemental
Contact Information form. Otherwise, the notices contact and Online Administrator remains
the default.
(i) Additional notices contact
(ii) Software Assurance manager
(iii) Subscriptions manager
(iv) Customer Support Manager (CSM) contact
3. Financing elections.
Is a purchase under this Enrollment being financed through MS Financing? ❑ Yes, ❑x No.
If a purchase under this Enrollment is financed through MS Financing, and Enrolled Affiliate chooses not to
finance any associated taxes, it must pay these taxes directly to Microsoft.
EA20201EnrGov(US)SLG(ENG)(0ct2019) Page 10 of 10
Document X20-10635
-� Microsoft
Volume Licensing
Previous Enrollment(s)/Agreement(s) Form
Entity Name: City of San Rafael
Contract that this form is attached to: State Local Government
For the purposes of this form, "entity" can mean the signing entity, Customer, Enrolled Affiliate,
Government Partner, Institution, or other party entering into a volume licensing program agreement.
Please provide a description of the previous Enrollment(s), Agreement(s), Purchasing Account(s),
and/or Affiliate Registration(s) being renewed or consolidated into the new contract identified above.
a. Entity may select below any previous contract(s) from which to transfer MSDN subscribers
to this new contract. Entity shall ensure that each MSDN subscriber transferred is either
properly licensed under the new contract or is removed.
b. Entity may select below only one previous contract from which to transfer the Software
Assurance (SA) Benefit contact details, i.e., benefits contact (not the SA manager) and the
program codes, to this new contract.
c. An Open License cannot be used to transfer either the SA Benefit details or MSDN
subscribers.
d. The date of the earliest expiring Enrollment/Agreement that contains SA or Online Services
will be the effective date of the new contract (or SA coverage period for Select Plus).
e. Please insert the number of the earliest expiring Enrollment/Agreement with SA or Online
Services in the appropriate fields of the new contract.
PrevEnrAgrForm(WW)(ENG)(0ct2019) Page 1 of 1
Document X20-12873
Volume Licensing
Amendment to Contract Documents
Agreement Number
5-0000008927708
These amendments are entered into between the parties identified on the attached program signature
form. They amend the Enrollment or Agreement identified above. All terms used but not defined in
these amendments will have the same meanings provided in that Enrollment or Agreement.
Enterprise Enrollment (Indirect)
Invoice for Quoted Price
Amendment ID M97
The price quoted to Enrolled Affiliate's Reseller is a fixed price based on an estimated order submission
date. Microsoft will invoice Enrolled Affiliate's Reseller based on this fixed price quote. If this order is
submitted later than the estimated order submission date, Enrolled Affiliate's Reseller will be charged
for net new Monthly Subscriptions (including Online Services)forthe period during which these services
were not provided. Pricing to Enrolled Affiliate is agreed between Enrolled Affiliate and Enrolled
Affiliate's Reseller.
SKU Number
SKU Description
Existing Quantity
AAD-34700
M365 G3 Unified FSA
525
GCC Sub Per User
1 GJ-00001
M365 Apps Enterprise
25
Device Sub Per Device
P31-1-00001
Visio P2 GCC Sub Per
4
User
61A-00003
M365 Apps Enterprise
25
Extended Offline Access
GCC Sub Add -on
NYH-00001
Teams AC with Dial Out
525
US/CA GCC Sub Add -on
Win Remote Desktop 50
110
6VC-02567
Services CAL ALng Sub
Incremental
AmendmentApp v4.0 M97,M130 B
Page 1 of 4
Enterprise Enrollment
Multi -Tenant Enrollment
Amendment M13O
1. Definitions.
a. "Lead Enrollment" means the Enrollment number listed at the top of this Amendment.
b. "Tenant" means the environment established by Microsoft on its multi -tenant servers from
which Online Services are hosted for Enrolled Affiliate's Enterprise.
c. More information about Tenants may be found in the applicable Services Descriptions posted
to the following or a successor site Microsoft identifies: http://technet.microsoft.com/en-
us/library/ii819284.aspx
d. "Tenant Administrator' means any licensed user of a Tenant that has their role set to "Global
Administrator" in their profile settings in the Tenant User Administration page of the tenant
portal. A Tenant can have multiple users configured as "Global Administrator" and in this case
there is no differentiation of technical capabilities between them, they are each Tenant
Administrators for that Tenant and can perform their technical functions unilaterally. The login
credentials must be unique across the entire global system for each user, including but not
limited to, users that are configured as Tenant Administrators. Each Tenant will require
Tenant Administrator(s).
2. Tenant Enrollment terms.
a. Customer Data in each Tenant is logically isolated from Customer Data in other Tenants, and
each Tenant is managed separately by Tenant Administrator(s) using entirely different login
credentials. Two Tenants may not share Tenant Administrator(s) with the same login
credentials or share data objects such as address lists or SharePoint Online sites.
b. To enable multiple Tenants for Online Services Plans, as identified in the Product Terms,
Enrolled Affiliate can request assignment of an enrollment number ("Tenant Enrollment") for
each Affiliate (or a department or division thereof), or subset of Affiliates, included in its
Enterprise, or a department or division of Enrolled Affiliate, that require separate Tenants
("Tenant Affiliate"). Tenant Enrollments may only be established for Affiliates (or a
department or division thereof) included in the Enrolled Affiliate's Enterprise in the "Enrolled
Affiliate's Enterprise" section of the Enrollment or for a department or division of Enrolled
Affiliate.
c. To facilitate Tenant Enrollments for Tenant Affiliates, the parties agree that an enrollment
number will be assigned for each Tenant Affiliate listed in the Tenant Information Excel Form
attached as an Appendix to this Amendment. Enrolled Affiliate hereby accepts the terms and
conditions of the Lead Enrollment on behalf of each Tenant Affiliate. Enrolled Affiliates
represents and warrants that it has the right, power, and authority to accept on behalf of
Tenant Affiliate.
d. Notwithstanding that the Tenant Affiliates listed in the Tenant Information Excel Form
attached as an Appendix will appear as Enrolled Affiliates in Microsoft's Volume Licensing
Servicing Center ("VLSC"), Enrolled Affiliate acknowledges and agrees that it is the sole
Enrolled Affiliate, and sole Licensee, with respect to each Tenant Enrollment, and Enrolled
Affiliate will be solely responsible for each Tenant Enrollment's compliance with the terms and
conditions of the Lead Enrollment and the associated Enterprise Agreement.
e. Price level under each Tenant Enrollment will be the same level that is reflected on the
Product Selection Form and is based upon the aggregate of License and Software Assurance
AmendmentApp v4 0 M97.M130 B
Page 2 of 4
quantity of the Lead Enrollment and each Tenant Enrollment as described in the Product
Selection Form or as described in other agreement documents.
f. The effective date, term, anniversary dates and payment dates for each Tenant Enrollment
shall coincide with the Lead Enrollment identified above.
g. All Product Licenses that are not covered in the scope of the Online Services must be
purchased under the Lead Enrollment, including Enterprise Products and Additional Products.
h. Enrolled Affiliate must submit an annual order (EAS Enrollments) or annual True Up order
(EA Enrollments) for each Tenant Enrollment as per the terms of the Lead Enrollment and (if
applicable) the submission of an Update Statement under each Tenant Enrollment. The initial
order and all subsequent orders will be submitted separately for each respective Tenant
Enrollment. For any included Affiliate that remains licensed with on -premise Licenses and
does not require a separate Tenant Enrollment, orders must be placed under the Lead
Enrollment.
i. Tenant Enrollment is exempt from the minimum order requirement in section 2.a of the Lead
Enrollment.
j. If the Enrolled Affiliate is Transitioning Licenses (as contemplated in the Lead Enrollment),
Licenses from which the Enrolled Affiliate is Transitioning will be reduced from the Lead
Enrollment identified above and the Licenses to which the Enrolled Affiliate is Transitioning
will be ordered under the specific Tenant Enrollment(s).
k. Due to technical considerations for multi -tenant deployment, described below, Licenses may
not be reassigned between the Tenant Affiliates.
I. Each Tenant Enrollment may be managed separately in VLSC (or a successor site) by the
individuals whose names and contact information are identified in Tenant Information Excel
Form attached as an Appendix to the Amendment, or by other individuals to whom each
Tenant Affiliate may delegate such management responsibilities, to the same extent as if
such Tenant Affiliate had enrolled separately as an Enrolled Affiliate under the Enterprise
Agreement pursuant to its own Enrollment.
m. Enrollment acceptance and order reminders will be sent to contact(s) identified on the Lead
Enrollment only.
3. Technical considerations for multi -Tenant deployment.
Each Tenant Affiliate will be assigned a separate Tenant, provided that it complies with the terms and
conditions of this Amendment.
Each Tenant Affiliate will manage its Tenant separately in the administrator console. This will permit
and require each Tenant Affiliate to be managed and operated independently of the other.
Due to the independent nature of each Affiliate Tenant from the other, there will be a number of
technical boundaries associated with managing or using the tenants together, including but not limited
to those in the following list:
a. No ability to provide consolidated administrative reporting or control across Tenants, no
automated ability to move users between Tenants. For example, if a user moves from one
Tenant Affiliate to another, this will require Tenant Administrators to manually create new
User accounts, download mail to PST files and import, and delete old user.
b. No consolidated Global Address List for all Tenants.
c. No ability for a single individual with the same Tenant Administrator login credentials to
manage more than one Tenant. However, it is possible for a single person to have unique
login credentials for each tenant as long as they track their own login credentials.
d. No ability to share domain names across Tenants, no ability to share SIP domains (each
Tenant will have a separate Skype for Business Online SIP domain).
AmendmentApp A.0
M97. M130
Page 3 of 4
e. Separate Licenses required if users in one Tenant need to access SharePoint Online in
another Tenant, no master SharePoint content index combining all Tenants (each Tenant's
index will be restricted to that Tenant).
f. Additional on -premise configuration required for directory synchronization; some scenarios
may not be possible. Affiliate is advised to consult with technical specialists prior to signing
this Amendment to determine if their proposed configuration will work.
4. Contact Information for Tenant Enrollment
a. Primary Contact. For purposes of delineating enrollments, Tenant Enrollments will be
delineated uniquely in the enrollment details to be displayed on VLSC with the following
format "Tenant -Lead Enrollment number -Tenant Affiliate Name". This name must be
provided in the Tenant Information Excel Form attached as an Appendix for this Amendment
under Tenant Affiliate Name. The individual contact identified as Primary contact will be the
same individual with the same physical address across all Tenant Enrollments as identified on
the Lead Enrollment.
b. For each Tenant Enrollment, an Online Services Manager must be provided in the Tenant
Information Excel Form attached as an Appendix to this Amendment.
c. Microsoft may, from time to time, contact the Online Services Manager regarding the
Tenant(s).
d. Warning: If the Online service Manager Contact is a third party (not Enrolled Affiliate) please
be aware that this contact receives personally identifiable information of the Customer and
its Affiliates.
This Amendment must be attached to a signature form and accompanied by the Tenant
Information — Excel Form to be valid. The Number of tenant(s) listed in the Tenant Information
— Excel Form file is: 1.
Appendix
Tenant Information — Excel Form attached
Except for changes made by these amendments, the Enrollment or Agreement identified above remains
unchanged and in full force and effect. If there is any conflict between any provision in these
amendments and any provision in the Enrollment or Agreement identified above, these amendments
shall control.
FThis Amendment must be attached to a signature form to be valid.
Microsoft Internal Use Onlv:
(M97)EnrAmend(Ind)(InvoiceforQuotedPrice)(
M97
B
WW)(ENG)(Oct2020)(IU).docx
(M130)EnrAmend(Multi-
M130
PLSS
TenantEnrollment)(WW)(ENG)(Mar2022)(IU).
docx
AmendmentApp v4.0 M97,M130 B
Page 4 of 4
This Tenant Information - Excel Form must be used with the Multi -Tenant Enrollment Amendment ( M130/M423/H21/M459/Add Tenant Forml to be
Registration ID
(required only
Tenant Affiliate Name (will
in 25
Prior Enrollment (if
be used as Tenant ID Name
countries)
renewal)
in CPS)"
Contact First Name*
Contact Last Name*
Online Service Manager Email*
Shared Devices Vinh Pham vinh.oham(@cityofsanrafael.ore
Please complete all applicable columns in the Intake Form Tab as i"ufted I 'UW of Columns' Section below
Do not Unhide any row or column
Do not add any column
use one row per Tenant (no limit on number of tenants/rows you can add)
Do: copy rid wit dau a %more m+w due to hidden tulumnM H Oats twt be plated M the wr Lellflrmn.
Registration ID: Only required far 25 countries and is Optional For the rest of the world- For details please refer to Partner Readiness Gallery: M ns+nbal Jat+ Maru0— �eaetratpn—bee erd•rr,-%-dal.+a.elmvremoll rmual
Prior Enrollment: Optiona l field if cen an t is being renewed Please enter the poor enrpllment number
Tenant Affiliate Name: Name of each ten ant to
be crea led/renewed. When mpai rued With CPS Order, Tenant affiliate name must match the Tenant ID Name in the CPS. Due to system limitations, there there is a 100 character limit to each
Contact First Name: Tenant contact first name, this will be used as the Primary Contact and Online Services Manager of each tenant enrollment
Contact Last Name: Tenant contact last name, this will be used as the Primary ConlacL and Online Serwces Manager of each tenant enrollment
Ontwe 5trvdn Manatee That will be used as Online Semres Manatef emr ulof Beth her"—011mml
Excel Form must be used with die.MuquTmant [ruPRmenl Amendment Ml]b/N71/h51J]/Ma5! /Add TeNel tam to he wlid
M 13D/H21/M423/M459 Amendment must be attached to a signature form and accompanied by this Tenant Information Excel to be valid.
Ensure that the numher of tenants added in this excel matches with the number of tenants entered in the Multi -Tenant Enrollment Amendment M330/H21/M423/M459/ Add Tenant form to be valid
Where -JW-"-t theotth Qf MNse mtWe amendment, excel and NgnAtifre lame are attached ( Note Add Tenant Form dips eat eeeuief tipW We form)
Q. Whae fin l lfnd Oft uW f—'?
A This rel form is
vailable with in explore ms and with the amendment
a slew do I &Aw*IM wmal fonaa
A: If the amendment is par[ of a contract package , please submit the excel form accompanied with the amendment and signature farm together with you contract package
If rt is a standalone document please submit the excel form accompained of [he amendment and signature form in CLT ( Note Add Tenant Form does not require signature fora
O: Does the Online Services Manager (OSM) email need to he unique ?
A: No, OSM email address does no[ need tp be unique but if you provide a OSM email already in use you need to be aware that the new enrollment created will be linked to the existing tenant OSM, meaning no email activaton will be sent.
For more informaton on activation steps please refer OnlmeServnn IOL51 a[li+.jinn email linicrusult 'unit
O: What happens ifthe ROC confirms a match between the proposed OSM and OSMs in Pooductiun/Trlal?
A: If OSM email provided under billing enrollment is already associated with an existing Enrollment, there are two options to proceed:
A) Continue to pro saris —in which case enrolment will be automatically mapped to that existing tenant and all online services ordered under that enrollmertfs)will be automatically provisioned to that tenant.
B) Provide An alternative OSM email address (this will allow the customer to sign up to a new tenant or associate with an alternative existng tenant if preferred).
Please disc with you customer and advise on which option they prefer— ensuring Lhey are aware of the impbcabons. Processing will remain on hold until you confirm.
] Will my use break if the MuhHTenant Enrpkment Amendment is subnd[ted without the Tenant mfamadon Excel File?
A: Yes
O: Will my case break if the Multi -Tenant EnrollrneM Amendment is submitted svghout the Registration ID;
A. If VS. belong fo one of the 25 countries whelp this is man da tort' VES If you do not belong to those 25 countries nd
Enterprise Enrollment Product Selection Form
Proposal ID
1221212.003
Language: English (United States)
Microsoft I Volume Licensing
Enrollment Number
Enrolled Affiliate's Enterprise Products and Enterprise Online Services summary for the initial order:
Profile
Qualified
Qualified Users
Device / User
Enterprise Product Platform
CAL Licensing Model
Devices
Ratio
Enterprise
550
550
1.0
No
Device Licenses
Products
Enterprise Quantity
Microsoft 365 Enterprise
M365 G3 GCC FromSA Unified
52
M365 Apps
M365 Apps for enterprise GCC
2
Enrolled Affiliate's Product Quantities:
Price Group
1
2
3
4
Enterprise Products
Office Professional Plus + M365
Client Access License +
Client Access License
Win E3 + Win E5 +
Apps for Enterprise + Office 365
Office 365 (Plans E1, E3
+ Windows Intune +
Win VDA + Microsoft
(Plans E3 and E5) + Microsoft
and E5) + Microsoft 365
EMS USL + Microsoft
365 Enterprise
365 Enterprise
Enterprise
365 Enterprise
Quantity
550
525
525
525
Enrolled Affiliate's Price Level:
Product Offering / Pool
Price Level
Enterprise Products and Enterprise Online Services USLs: Unless otherwise indicated in associated contract documents,
Price level set using the highest quantity from Groups 1 through 4.
D
Additional Product Application Pool: Unless otherwise indicated in associated contract documents, Price level set using
quantity From Group 1.
p
Additional Product Server Pool: Unless otherwise indicated in associated contract documents, Price level set using the
highest quantity from Group 2 or 3.
D
Additional Product Systems Pool: Unless otherwise indicated in associated contract documents, Price level set using
quantity from Group 4.
D
NOTES
CTM
Page 1 of 2
Enterprise Enrollment Product Selection Form Microsoft I Volume Licensing
Unless otherwise indicated in the associated contract documents, the price level for each Product offering / pool is set as described above, based
upon the quantity to price level mapping below:
Quantity of Licenses and Software Assurance
Price Level
2,399 and below
A
2,400 to 5,999
B
6,000 to 14,999
C
15,000 and above
D
Note 1: Enterprise Online Services may not be available in all locations. Please see the Product List for a list of locations where these may be
purchased.
Note 2: If Enrolled Affiliate does not order an Enterprise Product or Enterprise Online Service associated with an applicable Product pool, the price
level for Additional Products in the same pool will be price level "A" throughout the term of the Enrollment. Refer to the Qualifying Government Entity
Addendum pricing provision for more details on price leveling
CTM
Page 2 of 2
Microsoft
Enterprise Update Statement
Enterprise Agreement Number 01 E73970
Enrollment Number 61580558
Company Name City of San Rafael
Volume Licensing
In accordance with the terms of entity's Enterprise Agreement and Enrollment, a true -up order must be
submitted for each Enrollment's anniversary (including at Enrollment expiration and prior to any
renewal) to account for License quantity increases for:
a. Qualified Desktops/Devices or Qualified Users
b. Online Services (where permitted)
c. Previously ordered Additional Products
d. Products included in the Server and Cloud Enrollment or Enrollment for Core Infrastructure
e. Products included in the Enrollment for Application Platform. Products selected with the
three year true -up option must place the true -up order only upon enrollment expiration and
prior to renewal.
If entity has ordered any additional quantities since its last Enrollment anniversary, this annual true -up
order is still required. Entity must submit an Enterprise Update Statement for each anniversary when
there has been no increase in required License quantities as described above.
® In checking this box, entity confirms that under the above referenced Enrollment, there has been
no increase in the number of required Licenses not already ordered In a prior placed True Up
Orders. Entity understands that it is the responsibility of the entity to ensure that all licenses
installed are used according to the Enterprise Agreement and Enrollment referenced above.
Select applicable year for this Update statement: Year 3
Custom er/Govern ment Partner (as applicable)
Name of Entity*
City of San Rafael
Signature* 1;ffJche2
Printed Name* Jim Schutz
Printed Title* City Manager
Signature Date* Aug 9, 2022 is
* indicates required fields
EAU niversalUpdateStatement(WW)(ENG)(Ju12015) Page 1 of 1
