contract award notification · 4/1/2005 · group 76304 microsoft software reseller award 18766...

State of New York Executive Department Office Of General Services

Procurement Services Group Corning Tower Building - 38th Floor

Empire State Plaza Albany, New York 12242 http://www.ogs.state.ny.us

CONTRACT AWARD NOTIFICATION

Title : Group 76304 Microsoft Software Reseller Classification Code(s):43

Award Number : 18766 (Replaces Award 3542 ) (Partially Replaces Award 18381 )

Contract Period : April 1, 2005 through June 26, 2008 with provision for extensions for up to (5) years

Bid Opening Date : May 18, 2004

Date of Issue : February 25, 2005

Specification Reference : As Incorporated In The

Contractor Information : Appears on Page 2 of this Award

Address Inquiries To:

State Agencies & Vendors Political Subdivisions & Others Name : Title : Phone : Fax : E-mail :

James Jasiewicz Purchasing Officer I 518-486-5238 518-486-6867 [email protected]

Name :Phone :Fax :E-mail :

Customer Service 518-474-6717 518-474-2437 [email protected]

The Procurement Services Group values your input.

Complete and return "Contract Performance Report" at end of document.

Description This is an award for the reseller for Microsoft software including Select, Education Select, Enterprise Agreement, Campus Agreement and School Agreement, collectively known as Microsoft Custom License Agreement (CLA) 6.0 as well as Microsoft Press and Volume License disks and Documentation (Fulfillment). See the Frequently Asked Questions (FAQ) section for a complete description of the program and benefits. Purchase orders placed and use of product licensed under this award are governed by the terms and restrictions set forth in the various documents that make up the (CLA) agreement. Authorized Users are advised to read those documents to determine their rights and responsibilities under this contract. PR # 18766

GROUP 76304 Microsoft Software Reseller AWARD 18766 Hewlett Packard PT61408 PAGE 2

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CONTRACT # CONTRACTOR & ADDRESS TELEPHONE # FED.IDENT.# PT61408 Hewlett Packard (800) 597-4622 94-1081436 10810 Farnham Drive Omaha, NE 68154

GAURANTEED DELIVERY – 30 Days A/R/O

Cash Discount, If Shown, Should be Given Special Attention.

INVOICES MUST BE SENT DIRECTLY TO THE ORDERING AGENCY FOR PAYMENT. (See "Contract Payments" and "Electronic Payments in this document.)

AGENCIES SHOULD NOTIFY THE PROCUREMENT SERVICES GROUP PROMPTLY IF THE CONTRACTOR FAILS TO MEET DELIVERY OR OTHER TERMS OF THIS CONTRACT. PRODUCTS OR SERVICES WHICH DO NOT COMPLY WITH THE SPECIFICATIONS OR ARE OTHERWISE UNSATISFACTORY TO THE AGENCY SHOULD ALSO BE REPORTED TO THE PROCUREMENT SERVICES GROUP. SMALL, MINORITY AND WOMEN-OWNED BUSINESSES:

The letters SB listed under the Contract Number indicate the contractor is a NYS small business. Additionally, the letters MBE and WBE indicate the contractor is a Minority-owned Business Enterprise and/or Woman-owned Business Enterprise.

RECYCLED, REMANUFACTURED AND ENERGY EFFICIENT PRODUCTS:

The Procurement Services Group supports and encourages the purchase of recycled, remanufactured, energy efficient and "energy star" products. If one of the following codes appears as a suffix in the Award Number or is noted under the individual Contract Number(s) in this Contract Award Notification, please look at the individual awarded items for more information on products meeting the suffix description.

RS,RP,RA Recycled RM Remanufactured SW Solid Waste Impact EE Energy Efficient E* EPA Energy Star ES Environmentally Sensitive

PRICE:

Hewlett Packard is offering the Microsoft CLA Programs at a cost (minus) percentage of -3.00%. Hewlett Packard is offering the Microsoft Press products at a 54.00% discount from list (ERP). Hewlett Packard is offering the Microsoft (Fulfillment) Volume Licensing Disks and Documentation products at a 25.00% discount from list (ERP).

Price is net, F.O.B. Destination any point in the State of New York including delivery inside storeroom

door. Net prices derived from discounts or cost plus offered shall include shipping, handling, insurance and associated delivery charges.


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HOW TO USE THIS CONTRACT

NOTE TO ALL CONTRACT USERS: THIS NOTE PERTAINS TO THE CONTRACT FOR MICROSOFT SOFTWARE INCLUDING THE MICROSOFT CLA 6.0 PROGRAMS THROUGH HEWLETT PACKARD.

The terms and conditions of the bid solicitation which apply to the award appear at the end of this document. We strongly advise all contract users to familiarize themselves with all terms and conditions before issuing a purchase order. Contract Users must read and agree to be bound by all the terms and conditions stated therein, and the following notice must appear on the face of each purchase order under this award:

"This purchase order is placed under New York State Comptroller's contract

number PT61408 the terms and conditions of which apply to the order and to all software licensed thereunder. The buyer has read and agrees to be bound by all terms and conditions stated therein."

New York State Agencies may purchase from this contract utilizing a standard New York State Purchase Order. Non-State Agencies should utilize whatever purchase document they currently use.

It is recommended that all ordering documents contain enrollees unique enrollment number found on their executed program agreement enrollment agreement.

Orders placed with HP under this contract are for Microsoft products only. Any order for hardware must be placed by separate ordering document, using the corresponding contract number, to the appropriate contractor.

CONTRACT PAYMENTS:

Payments cannot be processed by State facilities until the contract products have been delivered in satisfactory condition or services have been satisfactorily performed. Payment will be based on any invoice used in the supplier's normal course of business. However, such invoice must contain sufficient data including but not limited to contract number, description of product or service, quantity, unit and price per unit as well as federal identification number. State facilities are required to forward properly completed vouchers to the Office of the State Comptroller for audit and payment. All facilities are urged to process every completed voucher expeditiously giving particular attention to those involving cash discounts for prompt payment. If the contract terms indicate political subdivisions and others authorized by law are allowed to participate, those entities are required to make payments directly to the contractor. Prior to processing such payment, the contractor may be required to complete the ordering non-State agency's own voucher form. See "Contract Billings" in Appendix B-1, OGS General Specifications.

ELECTRONIC PAYMENTS:

The Office of the State Comptroller (OSC) offers an "electronic payment" option in lieu of issuing checks. Visit the OSC website to obtain information at www.osc.state.ny.us/epay/index.htm ..

NOTE TO CONTRACTOR:

This Contract Award Notification is not an order. Do not take any action under this contract except on the basis of purchase order(s) from the agency or agencies.

OVERLAPPING CONTRACT ITEMS:

Products/services available in this contract may also be available from other New York State contracts. Agencies should select the most cost effective procurement alternative that meets their program requirements and maintain a procurement record documenting the basis for the selection.

PSG's PROTEST POLICY:

It is the policy of the Office of General Services’ Procurement Services Group (PSG) to provide vendors with an opportunity to administratively resolve complaints or inquiries related to PSG bid solicitations or contract awards. PSG encourages vendors to seek resolution of complaints through consultation with PSG staff. All such matters will be accorded impartial and timely consideration. Interested parties may also file formal written protests. A copy of PSG’s Bid Protest Procedures for Vendors may be obtained by contacting the person shown on the front of this document or through the OGS website (www.ogs.state.ny.us). Click on "For Government - Contracts and Purchasing," then "Seller Information," then "Bid Protest Procedures for Vendors."


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PURCHASE ORDERS

Purchase orders are effective and binding upon the contractor when placed in the mail addressed to the contractor at the address shown on the Contractor information page.

PAYMENTS OF INTEREST

The payment of interest on certain payments due and owed by a State agency may be made in accordance with the criteria established by Chapter 153, Laws of 1984 (Article 11A of New York State Finance Law) and the Comptroller's Bulletin No. A-91.

The terms of Chapter 153 apply only to procurements by and the consequent payment obligations of State agencies. Neither expressly nor by any implication is the new statute applicable to non-State agency purchasers. Nor, of course, is the Office of General Services or the Office of the State Comptroller responsible for payments (see General Specification Clause 69) on any purchases made by a participating political subdivision or other authorized entity. See "INTEREST ON LATE PAYMENTS" in Appendix B-1, OGS General Specifications.

FINANCING

Under the State Finance Law many acquisitions of hardware and software may be financed through Certificates of Participation (COPS) or any other third party financing..

PUBLIC OFFICERS LAW

All contractors agreed to comply with the requirements of the New York State Public Officers Law, all other appropriate provisions of New York State Law and all resultant codes, rules and regulations from State laws establishing the standards for business and professional activities of State employees and governing the conduct of employees of firms, association and corporations in business with the State.

PROCUREMENT PROCEDURES

The following guidelines will assist State Agencies in procuring large purchases resulting from the use of

this contract. State Agencies should carefully consider all alternatives to determine which provides the best products and cost

Agencies are reminded that procurements resulting from this contract of all software purchases greater than $20,000 or hardware greater than $50,000 in value require prior approval from the NYS Office for Technology. Refer to OFT Technical Policy 96-2 and 96-2A, available at OFT's web site at http://www.oft.state.ny.us/policy/index.html

Agencies are required to have a procurement record for purchases for software above $50,000. This record should detail the procurement procedure used and why the product purchased has been determined to be the most cost-effective for current and future needs, and will be subject to a post audit by OSC.

In accordance with the Guidelines for use of the technology contracts, it is recommended that the agency aggregate its requirements and make as few purchases a year as possible. Each purchase of product should be acquired in accordance with the agency’s established policy.

No approval by the Office of General Services is required.

Although not under OGS purchasing authority, political subdivisions should exercise similar judgment when making large purchases from OGS PSG contracts.

These procedures may be modified in the future as needed to reflect changes in procurement law.


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Frequently Asked Questions

Q. What Microsoft products are available through this agreement?

A Microsoft Software, which is governed by the terms of the Custom License Agreement, Press Publications and Volume Licensing Disks and Documentation, which are sometimes referred to as Microsoft Easy Fulfillment or World Wide Fulfillment) _____________________________________________________________________________________

Q. Is support or consulting available from this agreement?

A No. Support in the form of incidents or Microsoft Premier Support and Consulting is not available from this agreement. However, Premier Support and Consulting is available under Group: 76304 Award No: CL3848 Contract No: PT54572

_______________________________________________________________________________________

Q. What is the Microsoft Custom License Agreement (“CLA”)?

A. The CLA is an agreement through which all New York State agencies, local governments, political subdivisions, education institutions, and other “authorized users” (entities that are eligible to purchase from New York State agreements) may purchase Microsoft software at the best possible price and terms. The CLA combines terms from each of the various Microsoft licensing programs through which the State makes purchases.

Q. How is the CLA structured? A. The CLA consists of: 1. One section containing common legal and business terms and conditions (e.g. warranties, audit rights,

vendor indemnifications) that apply to all Microsoft licensing programs; and 2. Separate sections that define the business terms that distinguish the various “program agreements” under

which software is purchased:

• Microsoft Select Agreement program agreement (applies to both academic and non-academic entities);

• Microsoft Enterprise Agreement program agreement (applies only to non-academic entities; • Microsoft Campus Agreement program agreement (applies only to institutions of higher education);

and • Microsoft School Agreement program agreement (applies only to primary and secondary schools).

In addition, “Enrollment Forms” and “Subscription Order Forms” are used in order to sign authorized users up to purchase under the various program agreements, as described below.


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Q. What are the differences between the various program agreements, and how does an authorized user decide which one(s) to enroll and purchase under? A. The program agreements differ as follows:

• Microsoft Select Agreement – used for “a la carte” purchases of licenses and/or Software Assurance by authorized users, with no minimum purchase commitment. There are two sets of pricing available under the Select Agreement program agreement:

o Academic – available only for authorized users that qualify as “Qualified Educational User” (see

Schedule A on page 30 of the CLA for a list of these qualifications). Qualified Education Users receive highly-discounted prices, as well as special terms and conditions pertaining to faculty home use and should enroll using the special “Academic Select Enrollment” available from the State’s reseller;

o Standard – available for authorized users that do not qualify as Qualified Educational Users.

Authorized users should enroll using the “Standard Select Enrollment” available from the State’s reseller.

• Microsoft Enterprise Agreement – used only by non-educational authorized users that wish to standardize on

one or more Microsoft products (“enterprise products”) across all their desktops and to receive specially-discounted prices on such purchases. In addition to enterprise products, other products (“additional products”) are available to purchase at prices equivalent to those of the Select Agreement. Purchases are made in three installments during the 3-year enrollment term. Authorized users should enroll using the “Enterprise Enrollment” available from the State’s reseller.

• Microsoft Campus Agreement – used only by colleges and other institutions of higher education. Unlike

Select and Enterprise Agreements, Campus Agreement provides non-perpetual (subscription) license rights to the most commonly purchased Microsoft products. Upon expiration, the college must either renew or cease using and remove the software from their computers. Colleges enroll annually, using “Subscription Order Forms” obtained from the State’s reseller. Requirement is that 100% of the college’s full-time equivalent (FTE) employee count be licensed. Full-time students may optionally be included, and students receive their own licenses upon graduation.

• Microsoft School Agreement – used only by primary and secondary schools. Unlike Select and Enterprise

Agreements, School Agreement provides non-perpetual (subscription) license rights to the most commonly purchased Microsoft products. Upon expiration, the school must either renew or cease using and remove the software from their computers. Schools enroll annually, using “Subscription Order Forms” obtained from the State’s reseller. Requirement is that 100% of the school’s computers be enrolled (with the exception of older machines incapable of running the software).

Q. What is the difference between a “perpetual license” (as provided by the Select and Enterprise Agreement program agreements) and a “subscription license” (as provided by the School and Campus Agreement program agreements)? A. A perpetual license is one that survives the term of the agreement under which it was purchased. At the end of the term of a Select or Enterprise Enrollment, all perpetual licenses purchased thereunder may continue to be used (subject to the license terms) forever, although unless the license is continuously enrolled in Software Assurance, the license may not be upgraded beyond the later of (i) the original version, or (ii) the latest version available on the last day such license was enrolled in Software Assurance. By contrast, a subscription license is temporary. Subscription licensing is sometime chosen over perpetual licensing because of the lower up-front costs. The subscription licenses sold via the Campus and School Agreements include the right to use the most current version of the software available during the coverage term. But after the coverage term expires, then it must either be renewed or the user must cease to run the software and remove all copies from the computes upon which they were installed.


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Q. What section of the CLA, along with other related documents, does an authorized user need to read and understand? A. By enrolling under one or more of the CLA’s program agreements, the authorized user becomes subject to those certain terms and conditions of the CLA which pertain to the chosen program agreement, as follows:

1. A qualified education user wishing to purchase under the Select Agreement:

Must sign: Academic Select Enrollment form (available from State’s reseller). Is also subject to the terms and conditions of the following sections of the CLA:

• Common Terms and Conditions (Pages 1 – 17 of CLA) • Appendix A (pages 18 – 20 of CLA) • Select Agreement Program Agreement (pages 21 – 30 of CLA) including the special terms for

education customers in Section 11(g). • Product List and Product Use Rights documents located at www.microsoft.com/licensing.

An optional Student Select Enrollment may be signed by a school in order to purchase licenses on behalf of students.

2. A non-academic user wishing to purchase under the Select Agreement:

Must sign: Standard Select Enrollment form (available from State’s reseller). Is also subject to the terms and conditions of the following sections of the CLA:

• Common Terms and Conditions (Pages 1 – 17 of CLA) • Appendix A (pages 18 – 20 of CLA) • Select Agreement Program Agreement (pages 21 – 30 of CLA) excluding the special terms for

education customers in Section 11(g). • Product List and Product Use Rights documents located at www.microsoft.com/licensing.

3. A non-academic user wishing to purchase under the Enterprise Agreement:

Must sign: Enterprise Enrollment form (available from State’s reseller).

Enrollment requires that user declare the following: • “Enterprise” (the entity to be covered – may be entire authorized user, combination of authorized

users, or individual department(s) within an authorized user; • Count of qualified desktops in enterprise (those computers capable of running the enterprise

products, excluding servers and special-purpose machines); Is also subject to the terms and conditions of the following sections of the CLA:

• Common Terms and Conditions (Pages 1 – 17 of CLA) • Appendix A (pages 18 – 20 of CLA) • Enterprise Agreement Program Agreement (pages 31 – 49 of CLA); • Product List and Product Use Rights documents located at www.microsoft.com/licensing.

4. A college or university wishing to purchase under the Campus Agreement:

Must sign: Campus Subscription Order Form (available from State’s reseller).

Enrollment requires that user declare the following:


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• The entity to be covered – may be entire authorized user, combination of authorized users, or

individual department(s) within an authorized user; • Count of FTE employees in institution; • (optional, if students to be enrolled) count of FTE students enrolled.

Is also subject to the terms and conditions of the following sections of the CLA:

• Common Terms and Conditions (Pages 1 – 17 of CLA) • Appendix A (pages 18 – 20 of CLA) • Campus Agreement Program Agreement (pages 50 – 52 of CLA); • License Rights and Product Use Rights documents located at

www.microsoft.com/education/license/terms.asp. 5. A primary or secondary school wishing to purchase under the Campus Agreement:

Must sign: School Subscription Order Form (available from State’s reseller).

Enrollment requires that user declare the following: • The entity to be covered – may be entire authorized user, combination of authorized users, or

individual department(s) within an authorized user; • Count of eligible PCs in institution;

Is also subject to the terms and conditions of the following sections of the CLA:

• Common Terms and Conditions (Pages 1 – 17 of CLA) • Appendix A (pages 18 – 20 of CLA) • Campus Agreement Program Agreement (pages 53 – 55 of CLA); • License Rights and Product Use Rights documents located at

www.microsoft.com/education/license/terms.asp. Q. Explain the differences in term (length) and termination between the various program agreements. A. The CLA consists of 4 program agreements (Select, Enterprise, Campus, School). Because of differences in Microsoft’s licensing programs, each program agreement has different durations, renewal provisions, and termination provisions, as follows:

• Select Agreement (academic and standard). o Initial term is 36 months (3 years); o All enrollments signed during initial term expire at end of that term unless the State elects to

extend (see below). Software Assurance purchases made during the initial term all terminate at end of 36-month term.

o State may request to extend term by an additional 1, 2, or 3 years upon expiration. Microsoft has guaranteed extension (upon State’s request) for at least 2 years beyond initial term, meaning that the original terms and conditions are guaranteed for a minimum of 5 years.

o Additional extensions beyond 5 years may be requested, but Microsoft may deny such requests if the Select program has changed substantially at the time of request.

o Software Assurance purchased prior to an extension expires as of the day prior to the extension period, and may optionally be renewed for the extension period.

• Enterprise Agreement. o Initial term is 60 months (5 years). New enrollments may be signed through the last day of

the term of the program agreement. o All enrollments expire 36 full calendar months after the enrollment’s effective date (unless

special arrangements for a different term are agreed upon). This means that an enrollment signed the day before the expiration of the 5-year term of the program agreement will expire 36 months thereafter, even though the program agreement has expired.


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o Each enrollment may optionally be renewed for a 1-year or 3-year term. Such renewal will be priced based on a special Software Assurance renewal price.

• Campus and School Agreements. o Initial term is 60 months (5 years). New Subscription Order Forms may be signed through

the last day of the term of the program agreement. o All Subscription Order Forms expire 1 year after their effective date (unless special

arrangements for a different term are agreed upon). This means that an enrollment signed the day before the expiration of the 5-year term of the program agreement will expire 12 months thereafter, even though the program agreement has expired.

o Subscription Order Forms are renewed by signing a new Subscription Order Form upon expiration.

o There is a “3-year commitment option” which an authorized user may elect on each Subscription Order Form. By checking this option, the authorized user commits to renewing their Subscription Order for two successive years after the original Subscription expires, and in return the user’s annual unit price is “locked” during that period of time.

Q. What are the differences in the Select Agreement program agreement between academic vs. standard enrollments? A. Qualified education users receive the following special terms:

• Special education pricing for all purchases; • Additional 10% discount for any product (“qualifying product”) for which an enrolling authorized user chooses

to purchase License & Software Assurance for all its computers. • Home use for Microsoft Office or Office Professional for employees licensed for such product on their at-work

computer. • Optional Student Enrollment allows school to purchase licenses for resale to students.

Q. What is “Software Assurance Membership,” and who qualifies for it? A. Software Assurance Membership (“SAM”) customers are those entities who commit to purchase Software Assurance with all License purchases in one or more Microsoft product categories (called “pools”). This includes:

• All authorized users enrolled under Enterprise Enrollments; and • All authorized users who select SAM on the Software Assurance Election Form, which is attached to the Select

Enrollment form. Information regarding SAM benefits may be found on the Web at the following address: http://www.microsoft.com/licensing/programs/sa/sam/ Q. What are Microsoft’s policies with regard to portable and home use under the CLA? A. The following applies:

• Portable Computers: Microsoft Office and other products in the Applications Pool may be copied at no charge on a portable (e.g. laptop) computer, provided that the portable computer is used exclusively by individual users who are the primary users of at-work computers licensed for the same products.

• Secondary use of Microsoft Exchange Client Access License: the primary user of an at-work computer that is

licensed to access an Exchange Server may also access Exchange Server from any remote device, provided that the remote use does not exceed 20% of the user’s total access time.

• User CALs. Certain Client Access Licenses(e.g. Microsoft Windows 2003 CAL) may be purchased in either a

per-seat or per-user varieties. A per-seat CAL only allows the single computer to which it applies to access the servers. A per-user CAL, however, allows one named user to access servers from any number of devices.


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• Disabled users’ use of software on personal home computers (as defined by the Americans with Disabilities

Act) may run a no-cost copy, on their personal home computer, of any product for which their employer has purchased a license for their at-work computer, provided that such user is incapable of operating a portable computer. If the user is capable of operating a portable computer, then this does not apply.

• Non-disabled users’ use of software on personal home computers. The following applies:

o New Licenses (but not upgrade licenses) for Office and Office Professional purchased on or before

October 31, 2004 may be used by the primary licensed user on their home machine; o Microsoft sells Work At Home (WAH) licenses for certain products. A WAH license may only be

used by an individual who is the primary user of the corresponding product on their at-work computer.

Q. How much does a Work At Home (WAH) license cost, relative to the price of a new license for the corresponding product? A. Microsoft has agreed to limit the State’s price of WAH licenses to be at least 25% below the corresponding new license price. The actual price may be lower than this. Q. What products are available as “enterprise products” in the Enterprise Agreement program agreement? A. “Enterprise products” are those products for which the authorized user commits, in an Enterprise Enrollment, to license for 100% of qualified desktops. As of the effective date of the CLA, the following products are available as enterprise products:

• Microsoft Office (Standard or Professional editions) • Microsoft Windows Professional desktop operating system upgrades (requires purchase of Windows license

from the original equipment manufacturer); • Microsoft Exchange CAL; • Microsoft SharePoint Portal Server CAL; • Microsoft Systems Management Server CAL; • Microsoft SQL CAL; • Microsoft Windows Server CAL; • Microsoft Core CAL (consists of the following CALs: Exchange, SharePoint Portal Server, Systems

Management Server; and Windows Server) • Microsoft BackOffice CAL (consists of the following CALs: Exchange, SQL Server, Systems Management

Server; and Windows Server) {Note: Microsoft recommends purchasing SQL Server using “Per-Processor” licenses which do not require SQL CALs}.

The list of available enterprise products may change from time to time, and a prospective enrolled authorized user may request to include another product as an enterprise product for all of its desktops.


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Q. Can a new enterprise product be added to an existing Enterprise Enrollment? A. No. Microsoft requires that each enterprise product be paid for over a minimum 3-year term. Therefore, an enterprise product cannot be added to an enrollment with less than it’s full 3-year term remaining. However, Microsoft will be willing to terminate an existing enterprise enrollment if the enrolled authorized user will agree to sign a new 3-year enrollment that includes both the originally-covered enterprise products and a new enterprise product. In this case, a special price will be determined for the new enrollment’s 3-year term, as follows:

• Originally-enrolled enterprise products, priced based on remaining payment obligation under the terminated enrollment (through the end of the original term) plus a prorated amount of Software Assurance for the remainder of the new 36-month term; and

• Newly-added enterprise products, priced based on the State’s normal Enterprise Agreement 3-year License and Software Assurance.

Q. What is Microsoft’s policy with regard to support for old versions of product? A. Free telephone support is not provided under the CLA. The State and Microsoft are party to a separate Premier Support Agreement to provide support for both new and certain older versions of products. Microsoft’s policy with regard to providing support for older versions of product can be found at: http://support.microsoft.com/lifecycle Q. What are the minimum enrollment sizes in the Select and Enterprise Agreement program agreements, and how do agencies which can’t meet the minimums purchase products? A. The normal minimum enrollment sizes are as follows:

• Select Enrollment – enrolled authorized user must commit to purchase a minimum of 750 points during term of enrollment

• Enterprise Enrollment – enrolled authorized user must have at least 250 qualified desktops in its enterprise.

The above minimums are established by Microsoft in order to offset the cost of producing and shipping free CD kits to enrolled authorized users. However, if an enrolled authorized user is willing to sign an amendment (available from the State’s reseller) on which the free CD kits are waived, then Microsoft will:

• Waive the enrolled authorized user’s 750 point minimum requirement on the Select enrollment (except for Academic Select Enrollments); and/or

• Reduce the minimum Enterprise Enrollment requirement to 100 qualified desktops. Agencies or other entities with fewer than 100 qualified desktops may combine with one or more other entities under one enrollment which meets the minimum.


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Q. Do enrolled entities receive notice of pending expirations and renewal periods, and if so from whom and when? A. Answer depends on the program agreement, as follows:

• Select Agreement: The State (OGS), the reseller, and each enrolled authorized user will each receive 60 days prior written notice from Microsoft of pending expiration of the Select Program Agreement. The State must decide whether to request an extension of the Program Agreement. Upon the State’s extension, each enrollment will automatically be extended, although such extension will not require any additional purchases (e.g. renewals of previous Software Assurance). Following extension of the program agreement (and the enrollments), each enrolled authorized user will have a 90-day period in which optionally to renew any or all Software Assurance that expired as of he previous expiration date. The coverage period of such renewed Software Assurance will be back-dated to the day following the previous expiration.

• Enterprise Agreement: Each enrolled authorized user will receive 60 days prior written notice from Microsoft of pending expiration of its Enterprise Enrollment. Each enrolled authorized user will have 90 days following the original enrollment expiration date in which optionally to renew its enrollment at Software Assurance renewal pricing. The coverage period of such renewed Software Assurance will be back-dated to the day following the previous expiration.

• Campus and School Agreements: Each enrolled authorized user and the reseller will receive 60 days prior written notice of pending expiration. The enrolled authorized user will have 30 days following expiration in which to submit its optional renewal order and Subscription Order Form. If renewal is not ordered, the authorized user must cease running the software and remove any copies from its computers.

Q. May Software Assurance be ordered without the simultaneous purchase of a new license? A. Software Assurance may only be ordered:

• With the purchase of a new Select License (must be ordered using the specially “bundled” License & Software Assurance part number;

• To renew recently-expired Software Assurance, pursuant to the Software Assurance renewal rules and deadlines; or

• Within 90 days following the purchase of an OEM (original equipment manufacturer) license for certain products (e.g. Windows Professional desktop operating system, certain OEM server products, but not OEM Office or other products in the Applications Pool).

Q. What are the benefits of ordering Software Assurance with a license? A. Software Assurance provides the licensee the ability to upgrade an enrolled license for a product to the most current version of the product that is released during the term of coverage. Depending on the product and program agreement, this will save the authorized user money relative to purchasing new licenses every 3 to 5 years in order to upgrade. In addition, a license ordered with Software Assurance may be amortized over the number of years remaining in the term of the program agreement (as of the purchase date). For example, the purchase of License & Software Assurance in the 1st year of the 3-year term of the Select Agreement program agreement may be spread out over 3 payments. Please also see the section above on “Software Assurance Membership” for other benefits of choosing to enroll all licenses under Software Assurance.


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Q. How is proof of license confirmed? A. Answer depends on the program agreement, as follows:

• Select and Enterprise Agreements: Licenses are confirmed online at the Microsoft Volume License Services (MVLS) website, a link and password to which will be provided to the State and to each enrolled authorized user upon enrollment. The MVLS license listing will indicate whether each license is permanent (fully-paid) or temporary (pending completion of installment payments). In addition to the MVLS listing, the enrolled authorized user is required to keep (i) a copy of its original purchase order to the reseller for the licenses; and (ii) record of any transfers (as permitted by the terms of the program agreement).

• Campus and School Agreement: All licenses are temporary, based on the terms of the applicable subscription order form. After Microsoft receives and process the Subscription Order Form, a confirmation letter will be mailed to the enrolling institution. This confirmation letter will be the authorized user’s proof of temporary license.

Q. How are license transferred? A. Answer depends on the program agreement, as follows:

• Select Agreement: licenses may only be transferred to other New York Authorized Users. Licenses must be fully-paid in order to be transferable. To transfer, obtain a transfer form from the State’s reseller or your Microsoft representative. Academic Select licenses may only be transferred to qualified education users. Certain restrictions apply to transfers (see Section 9 of Select Agreement program agreement)

• Enterprise Agreement: after completion of an enrollment’s 3-year term, licenses become perpetual and therefore are transferable pursuant to rules similar to those which apply to Select licenses (see Section 10 of Enterprise Agreement program agreement). However, during the term of an Enterprise Enrollment, licenses are not transferable except pursuant to a reorganization or privatization. In such event, please contact your Microsoft representative for assistance.

• Campus and School Agreements: licenses are temporary and may not be transferred. Q. What is “reference price,” as this term is used in the CLA? A. Microsoft does not sell directly to government customer, but rather sells exclusively through resellers. Microsoft therefore does not set the actual prices paid by customers. So in order to allow for “comparison shopping,” Microsoft establishes a “reference price” which is equivalent to a “manufacturer’s estimated retail price.” Such reference price is typically higher than the actual price the reseller will charge the customer. Please check with your reseller for actual pricing for all program agreements. Q. How is reference pricing set for the CLA? A. Answer depends on program agreement, as follows:

• Select Agreement: prices are subject to change from month to month. Microsoft provides reseller with 30 days notice of pending price changes, and reseller provides current prices to customer upon request.

• Enterprise Agreement: Microsoft establishes the State’s reference pricing for enterprise products based on the

applicable Select reference price, less a discount that has been established for the State based upon several factors such as (i) the number of desktops enrolled statewide in Enterprise Enrollments; and (ii) the product mix chosen on the enrollment. This discount is set forth in Section 12(d) of the Enterprise Agreement program agreement, and the prices for new and renewal enrollments are established at the beginning of the contract year in which each such enrollment is first executed. Depending upon several factors set forth in Section 12(d) of the program agreement, the reference price for the 3rd annual payment pursuant to an enterprise enrollment may be higher than the reference prices for the first 2 annual payments. Once the unit reference prices for the


(continued)

three annual payments of an enrollment has been established, such reference prices will not increase, but the year-3 price may later be reduced, depending upon changes over time in the statewide enrolled desktop count. Note that certain enrolled authorized users may qualify for certain credits that will cause their enrollment’s reference price to differ from other authorized users in the state.

• Campus and School Agreements: Pricing subject to change from time to time. Please check with reseller for

current prices. Q. What is a “true up” order and when is it required? A. True up orders apply only to the Enterprise Agreement program agreement. Upon first enrolling, an authorized user must declare its total number of “qualified desktops,” and begin paying for that number of devices. If the number of qualified desktops increases during any enrollment year, then the authorized user must pay a “true up fee” for such added desktops. The reference prices for the true up fees due at each respective enrollment anniversary are established at the beginning of an enrollment, and will not change over the term of the enrollment. True up fees paid in one lump sum, are based upon a discounted license fee plus a prorated amount Software Assurance, the formulas for which are set forth in Section 12(d) of the program agreement. True up fees also apply to “additional products” previously ordered pursuant to an enterprise enrollment. Once an initial order for such an additional product has been placed, then subsequent true up orders may be placed on an annual basis for additional copies of such product. Your reseller will provide the applicable true up prices for additional products. Q. What are Microsoft’s audit rights in the CLA? A. Microsoft may engage an accountant from a nationally recognized accounting firm to verify compliance with Microsoft’s copyright and the terms of the CLA and program agreements. Microsoft will pay for the cost of such audit, unless 5% or more unlicensed use if found, in which case the authorized user will be responsible for audit costs. Please see Section 7 of the CLA Common Terms and Conditions for more detail. Q. How are Campus Agreement FTE counts figured into Enterprise Agreement pricing? A. Enterprise product pricing in the Enterprise Agreement is based on Select Level D pricing, less a discount based on the number of qualified desktops enrolled statewide in Enterprise Enrollments for each of three product families. In a special arrangement with the State, Microsoft has agreed, when determining such discounts, to supplement such desktop count with a portion (25%) of the FTE count in Campus Agreements for SUNY and CUNY. For example, if at the beginning of a contract year there are 100,000 qualified desktops enrolled in Enterprise Enrollments for the Office product family, but there are also 100,000 FTEs enrolled in Campus Agreements at SUNY or CUNY, then Microsoft will add 25% of the FTE count (in this case, 25,000) to the qualified desktop count (e.g. 100,000 + 25,000 = 125,000) when determining the State’s volume discount level under the Enterprise Agreement that year. Details are included in Section 12(d) of the Enterprise Agreement program agreement. Q. What are the terms of the State’s special Messaging upgrade offer? A. Through June 30, 2004, Section 12(f) of the Enterprise Agreement program agreement provides special Enterprise Agreement pricing terms for Exchange CAL and Windows CAL for authorized users that, coming into the enrollment, are fully licensed either for Microsoft Exchange or a competitive email product. Such authorized users qualify for special Software Assurance pricing without having first to purchase a new license. There is also an option to defer the first year’s payment into years 2 and 3. This offer represents a significant discount relative to both Microsoft’s Select and standard Enterprise Agreement pricing.


(continued)

State of New York Office of General Services

PROCUREMENT SERVICES GROUP Contract Performance Report

Please take a moment to let us know how this contract award has measured up to your expectations. If reporting on more than one contractor or product, please make copies as needed. This office will use the information to improve our contract award, where appropriate. Comments should include those of the product’s end user. Contract No.: Contractor. Describe Product* Provided (Include Item No., if available): *Note: “Product” is defined as a deliverable under any Bid or Contract, which may include commodities (including

printing), services and/or technology. The term “Product” includes Licensed Software. Excellent Good Acceptable Unacceptable • Product meets your needs • Product meets contract specifications • Pricing CONTRACTOR Excellent Good Acceptable Unacceptable • Timeliness of delivery • Completeness of order (fill rate) • Responsiveness to inquiries • Employee courtesy • Problem resolution Comments: (over) Agency: Prepared by: Address: Title: Date: Phone: E-mail: Please detach or photocopy this form & return by FAX to 518/474-2437 or mail to:

OGS PROCUREMENT SERVICES GROUP Customer Services, Room 3711

Corning 2nd Tower - Empire State Plaza Albany, New York 12242

* * * * *

Optimizing the Value of your Microsoft

Licensing Agreement

Prepared for

NYS Office of General Services

Contract Users

April 28, 2009

Please dial 866.500.6738 id 2643007

for the audio portion of the meeting

•Introduction

•NYS OGS Contract Licensing Overview

•Software Assurance Benefits

•Infrastructure Optimization Assessments

•Saving money leveraging Microsoft

technology

Agenda

Presenters

Ken Damato - Microsoft NYS Account Manager

[email protected]

Donna Rendell - Microsoft Public Sector Licensing Specialist

[email protected]

Kristi Boysen - HP Microsoft Contract Benefits Administrator

[email protected]

Ian Morrison Microsoft Account Technology Specialist

[email protected]

mailto:[email protected]




New York‟s Microsoft Volume Licensing

Agreement Overview

Select Agreement Overview

Enterprise Agreement Overview

Select vs. Enterprise Agreement Benefits

Understanding Pricing on your Enrollment

Maximizing your Discount Thru Pricing

Waterfall

Negotiated for the State (and its local governments) and managed by the NY Office of General Services◦ http://www.ogs.state.ny.us/purchase/snt/awardnotes/763041838

1can.HTM

Combines Microsoft’s top-tier Volume License Program Agreements:◦ Enterprise Agreement

◦ Select Agreement

◦ Education Agreements

Education Select, School, & Campus

http://www.ogs.state.ny.us/purchase/snt/awardnotes/7630418381can.HTM



Separate enrollments (Agency, Town, County, etc) fall underneath the Select & EA

Free Media Kit available for Enterprise Enrollments over 250 desktops/Select Enrollments with over 750 pts purchased

Press and and Media can also be purchased

Sold through reseller – HP

Agreement Original Effective Date: June 27,

2003

Renewed for 3-year term June 27, 2006 to

June 30, 2009 (Anticipate renewal with

notification in early June)

All enrollments end at same time, and

recurring SA billings occur on 6/27 anniversary

of master agreement

Level D pricing for all “pools”

Agreement Original Effective Date: June 27, 2003

All enrollments end 3 full years from individual

start date and recurring SA billings occur on

anniversary of enrollment

Level D pricing for all “pools”

Additional Statewide Discount available based

upon aggregate desktop counts on EA and

Campus

Currently at Level D -7.5% for all pools

If you do not have Software Assurance on

your purchases:

No action is required

If you have Software Assurance on your

purchases:

Request renewal quote for budgetary

purposes from HP

Assess if an Enterprise Agreement makes

sense

Select Enterprise

Discount off Retail/Open Discount off of Select for new

Enterprise purchases

Discount off of Select for

renewing Software Assurance on

Enterprise products

“Ad-Hoc” purchases Standardize across Enterprise

with Enterprise Products

3-yr Master Agreement 3 –yr Enrollments

Price Changes Monthly Level Budget & Price Lock

Submit Order-Month

Installed

True Up orders Once a Year

Must “opt in” to Software

Assurance Membership

Automatically enrolled in Software

Assurance Membership

Office

Windows Client OS Upgrade (e.g.Vista Business)

Core Client Access License (CAL) – Includes◦ Exchange Server

◦ Windows Server

◦ SharePoint Portal Server

◦ Configuration Manager

Optional - Enterprise CAL Suite◦ (Includes Core CAL , Rights Mgmt, System Center Operations Manager Client

Management License, Sharepoint Enterprise , Exchange Enterprise , Forefront Security

Suite)

Additional Products – Select Level D pricing

◦ No standardization requirement

◦ Benefits include lock in price, true up

Purchase License & Software Assurance Package at signing

L+3 years SA

$100+(3*$25) = $175

Total annual price = $175 / 3 years = $58.33/year

Year 1 Year 2 Year 3

$58.33

Anniversary Anniversary

Total price of L&SA annualized over term

Pay at install and anniversary dates

Price for demonstration purposes only. Not intended to reflect actual prices.

$58.33 $58.33 $25.00

Renewal

Year 4

Purchase in year 1

L + 3 years SA

Purchase in year 2

L + 2 years SA

Purchase in year 3

L + 1 year SA

Pay for remaining years of SA, including current year

Coverage always ends at end of enrollment term

3 years SA

3 years SA 2 years SA

1 year SA

1 year SA

2 years SA

Purchase License & Software Assurance Package in year 2

L+2 years SA

$100+(2*$25) = $150

Total annual price = $150 / 2 years = $75


$75 $75

Add to

Enrollment

Anniversary

Total price of L&SA annualized over term

Pay at install and anniversary dates

Purchases of „L only‟ are paid in full when added

Price for demonstration purposes only. Not intended to reflect actual prices.

Install in year 1

L + 2.5 years SA

Purchase in year 2

L + 1.5 years SA

Purchase in year 3

L + .5 year SA

Pay for remaining years of SA, including current year

Coverage always ends at end of enrollment term

3 years SA

Install here

1 year SA2 years SA

Install here Install here

Purchase License & Software Assurance Package in year 2

L+2 years SA

$100+(.5*$25) + (1*$25) = $137.50

Total True up price = $137.50


$137.50

Installed

here

Payment for products added after initial signing

are trued-up (paid in full) at anniversary

New Additional products paid in full at installPrice for demonstration purposes only. Not intended to reflect actual prices.

True up

Component Platform Pricing ◦ 15% off Select Level D for Component Platform EA.

Includes 5 or less of following Enterprise products: Office Professional Plus/Enterprise or Standard

Windows Client OS Upgrade

Core CAL

Windows Server CAL

Exchange Server CAL

System Management Server CAL

Sharepoint Portal Server CAL Win

◦ An additional 15% off of Component Platform Pricing for

Full Platform EA. Consists of all 6 Enterprise Products

Small Agency, Ad Hoc Office purchases for 400 users

Moved MS Office Purchasing to an Enterprise Agreement.

Saved appox 4% on Office licensing costs(would have been 15% if they moved to a full platform)

Also gained:

◦ Standardization, New version rights.

◦ 20 training days at MPLS Centers

◦ Home Use Program

◦ Deployment Days

◦ E-learning for all users

Product Family count is reported June 1st of each

year. (aka Annual pricing date)

Campus Agreement FTE counts included at 4:1 ratio

Enterprise Product pricing changes go into effect a

month later (July 1) and are locked in for 12 months

This price level will be used to calculate the new

Statewide Reseller Price list (enterprise products only)

for new enrollments signed that next year

Premium Level Discount, for each product family separately over 3 years, based on State’s “worst-case” aggregate EA desktop count (including Campus Agreements) next contract year

◦ 2% for 40,000-59,999 desktops◦ 4% for 60,000-79,999◦ 6% for 80,000-119,999◦7.5% for 120,000-299,999◦ 9% for 300,000-499,999◦ 10% if over 500,000

The 3-year total price is based on highest level that

the State has achieved in each Enterprise Product

Family two out of the 3 years during which the

enrollment is billed

“Initial Price level” determines the pricing for the first

2 years of a new enrollment and is based on initial

“annual pricing date”

The ending price level for Year 3 of an enrollment

determined by the Best 2 out of 3 rule

Microsoft Software Assurance Benefits

State of New York

HP Software Licensing & Management Solutions (SLMS)

Kristi Boysen

Microsoft Software Assurance (SA) Benefits

Software Assurance is a comprehensive offering that helps maximize the value of your software investment. You will have access to tools and resources that support the software lifecycle.

Plan

•New Version Rights

•Spread Payments

Deploy

•Packaged Services

•Desktop Deployment

•SharePoint Deployment

•Exchange Deployment – Nov 17

•Business Value Planning Services (BVPS) – Nov 17

Use

•Training Vouchers

•E-Learning

•Home Use Program

•Employee Purchase Program

•Windows Vista Enterprise

•Enterprise Source Licensing Program

Maintain

•24x7 Problem Resolution Support

•TechNet Subscription Services

•Cold Backups for Disaster Recovery

Transition

•Extended Hotfix Support

•Windows Fundamentals for Legacy PCs

NEW!

Advantages of Software Assurance

•Access & use latest Microsoft software

•Increase budget predictability and cost-management while improving operational efficiencies

•Support end-user productivity through training, Home Use benefits, and Employee Purchase program

•Further the capabilities of your IT staff through training and partner services benefits.

•Reduce cost and complexity of deployments.

•Increase uptime and improve productivity through product support benefits

Benefit Calculations

Benefit allocation based on the following:

-Microsoft Agreement type

-Products purchased

-Quantities

Software Assurance Membership (SAM) customers reap more benefits

-Enterprise Agreements

-Select with SAM option selected

Key SA Benefits

Training Vouchers

• Instructor-led courses from Microsoft Certified partners

• Microsoft Official Curriculum - IT/Developer Focused Content

NYS Use Case

• Over 3588 training days provided to NYS Public Sector customers via current EA Agreements.

• Approximately 30 State Agencies leveraging this benefit locally.

• Directly assists in deployment and helps offset training budget.

Key SA Benefits

ELearning

• Application, server, and system courses. (Office, Servers, Windows XP & Vista)

• Easy online access

• Flexible and convenient learning opportunities.

• Administrator reporting/tracking capabilities

NYS Use Case• Many Agencies have used elearning as a version update for end users, or a pre

learning before classroom education.

Key SA Benefits

24x7 Problem Resolution Support

• Phone Support

• Web Support

• Convert to existing Premier/Essential Support agreements

NYS Use Case

• 1,877 phone incidents on existing EA Agreements($469k in aggregate)

• Incidents can be kept independent, or combined with Premier Agreements for use with Agency ‘s DedicatedTechnical Account Manager.

Key SA Benefits

Packaged Services –

• Desktop Deployment (Office & Windows), SharePoint Deployment, Exchange Deployment & Business Value Planning

• Deployment Services provided by prequalified Microsoft Partner

• Provides comprehensive deployment plans

• Smoother deployments

• Reduce Costs

NYS Use Case

Mid sized Agency has recently leveraged the packaged deployment engagement to assist in the deployment Office 07 from Office 03

Key SA Benefits

Home Use Program

• Office 2007, Project 2007, Visio 2007 & SharePoint Designer

• Increase employee efficiency

• Enhance employee job satisfaction

• Work and personal use

NYS Use Case

• Used to support Telecommuting initiative at a State Agency, HUP provides desktop license for a Terminal Services published desktop.

Questions to ask

What projects are in your future plans?

Who is effected by these changes?

Are you ready?

Do you have budget?

Resources

Additional MVLS/SA Benefit Training and information:

http://www.microsoft.com/licensing/sa/

HP Software Assurance (SA) Benefits Specialist

Kristi Boysen

800-626-2762

[email protected]

Microsoft MVLS Support

866-230-0560

Quotes, orders, agreement questions

Stacy Hoenig

[email protected]

800-888-3224 ext 15703

http://www.microsoft.com/licensing/sa/





Ian Morrison, CISSPAccount Technology SpecialistMicrosoft Public Sector - [email protected]

Provides capability framework to help you build an optimized infrastructure (not Microsoft-specific)

Establishes a foundation based on industry analyst, academic, and consortium researchProvides guidance and best practices for step-by-step implementation

Drives cost reduction, security and efficiency gainsEnables agility

Enables business value discussion, helps build justification

IT a

nd

Secu

rity

Pro

cess

Data Protection and Recovery

Desktop, Device, and Server Mgmt

Identity & Access Management

Security and Networking

Core Infrastructure

BA

SIC

ST

AN

DA

RD

IZE

D

RA

TIO

NA

LIZ

ED

DY

NA

MIC

Business Intelligence

Enterprise Content Management

Collaboration

Unified Communications

Enterprise Search

Business Productivity Infrastructure

BA

SIC

ST

AN

DA

RD

IZE

D

RA

TIO

NA

LIZ

ED

DY

NA

MIC

Application Platform

Development

SOA and Business Process

Business Intelligence

User Experience

Data Management

BA

SIC

ST

AN

DA

RD

IZE

D

AD

VA

NC

ED

DY

NA

MIC

DynamicStandardized RationalizedBasic


Cost Center More Efficient Cost Center

Business Enabler

Strategic Asset

Uncoordinated, manual

Infrastructure

Knowledge not captured

Managed IT

Infrastructure

with limited

automation and knowledge capture

Managed and

consolidated IT

Infrastructure

with extensive

Automation, knowledge captured

and re-used

Fully automated

management,

dynamic resource

Usage , business

linked SLA’s. Knowledge capture automated and use

automated

..”we fight fires”..

No centralized directory service

Multiple directoriesIDENTITY & ACCESS MANAGEMENT

Ad-hoc Patching

Multiple Desktop Configurations

No Mobile Device ManagementDESKTOP, DEVICE & SERVER

MANAGEMENT

No Dedicated Firewall - No Standard Antivirus

Limited Network Infrastructure (DNS, DHCP, etc)

Manual Server MonitoringSECURITY & NETWORKING

Ad-hoc Backups

No Recovery TestingDATA PROTECTION & RECOVERY

ITIL BASED MANAGEMENT & GOVERNANCE PROCESS

No Formalized Process

No Commitment to Service Levels

Ad-hoc Support, Problem and Change Management

Limited Security Accountability

No Formalized Incident Response

Limited Access ControlSECURITY PROCESS

I T

&

SE

CU

RIT

Y

PR

OC

ES

SE

S

Unified Directory ServiceIDENTITY & ACCESS

MANAGEMENT

Desktop PatchingStandard Desktop ImagesTwo Client OSStandardized Desktop Applications

Limited Mobile Device MgmtMonitoring Critical ServersTest / Dev VirtualizationMobile Device ManagementDESKTOP, DEVICE & SERVER

MANAGEMENT

Standard AntivirusCentralized FirewallBasic Networking Services

SECURITY & NETWORKING

Backup and Recovery for Critical ServerDATA PROTECTION &

RECOVERY


Defined Support ServicesDocument Incident & Problem Response StrategyLimited Problem, Change and Configuration Management

Accountability to Data SecurityLimited Risk AssessmentPassword Protection of DataLimited Tools and Policy Compliance AutomationSECURITY PROCESS

I T

&

SE

CU

RIT

Y

PR

OC

ES

SE

S

Policy enforced Standard ConfigurationGroup Policy ManagementInformation ProtectionIDENTITY & ACCESS

MANAGEMENT

Server PatchingAutomated OS DeploymentCurrent OS ImagesMobile Device Management

Servers & WAN MonitoringVirtualization

DESKTOP, DEVICE & SERVER MANAGEMENT

Managed FirewallHost/based FirewallsSecure Remote AccessSecure Wireless

Client Side Certificates

SECURITY & NETWORKING

Backup and Recovery for all Servers with SLA’sCentral & Branch Office Backup

DATA PROTECTION & RECOVERY


Defined Problem, Change and Release ManagementFully Documented OperationsEnhanced Configuration Management

Defined Security Compliance / Automated Audit ToolsDocumented Threats and VulnerabilitiesSecurity Standards for SW AcquisitionsSECURITY PROCESS

I T

&

SE

CU

RIT

Y

PR

OC

ES

SE

S

Basic Standardized Rationalized

IT costs $1,320 $580 $230

Service Levels (# Svc Desk

Calls)

8.4 8.5 7.7

Business Agility (# weeks) 5.4 5.2 4.3

IT Labor Costs @ $53/hour

Service Desk

Help Desk

Desk-side

Desktop Engineering and Support

Image Management

Security

Software and Patch Deployment

PC Management Infrastructure

Data Management

Service Levels

Quality and Timeliness of IT Services

Number of Services Desk Calls (Proxy)

Business Agility

Time required to provide new IT Services

Number of weeks for new LOB App (Proxy)

76

$1,320/PC

172

$580/PC

442

$230/PC

Note: $/PC represent annual IT labor per PC Source: IDC, 2006; Microsoft studies, 2005-06


PCs/ IT FTE

100

200

300

400

0

500

600

Detailed Assessment Descriptions

Self Assessment

Sample Results

White Papers

Case Studies

Check out the online tools

Contact me to set up a personalized, free assessment for your Agency

[email protected]

October 19, 2008

• Unified Communications

• Database Consolidation

• Virtualization

• Collaboration

Suite of integrated tools providing VOIP

Telephony, Web conferencing, & Unified

Messaging.

Improve productivity thru presence & Instant

Messaging

Lower travel (and improve environmental

impact) by use web conferencing for distance

meetings, remote training, and real time

collaborating

Implement VoIP for a fraction of the cost of

other solutions - Microsoft’s software-based

approach enables VoIP without replacing

legacy PBX hardware

Microsoft SQL Server is an enterprise-class, comprehensive, integrated

data management and analysis platform.

Microsoft SQL Server enables organizations to reliably manage mission-

critical information and confidently run complex business applications.

Eliminate costly 3rd party products - SQL Server includes integrated

Business Intelligence, Analytics, Reporting, and Data Integration tools at

no additional cost

SQL Server is an aggressively priced

compared to the competitors

platforms, and represents a

consolidation opportunity for most

Agencies.

Virtualization solutions at the Server, Application and Desktop level

to provide total flexibility in optimizing your environment.

Windows Hyper-V brings server level virtualization to the

Datacenter, FREE with Windows Server 08.

Application Virtualization minimizes the support

costs of rolling our new applications, and allows

you to deploy them faster.

New licensing model for Windows Server

In Virtual Environments allows you to spend less on licensing costs

per physical server! (Windows DataCenter Edition)

No need to be strategic here – save real dollars by grabbing

The “low hanging fruit”.

Utilize electronic forms automation to improve

productivity

Utilize WSS (free!) sites as document repositories to

keep files on servers, not in email. More efficient in

management and storage.

Automate forms processing, document collaboration

and other business process using embedded workflow

in SharePoint.

contract award notification · 4/1/2005 · group 76304 microsoft software reseller award 18766...

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