HomeMy WebLinkAboutContract 51829-A7R6CSC No. 51829-A7R6
SEVENTH AMENDMENT AND SIXTH RENEWAL
TO
FORT WORTH CITY SECRETARY CONTRACT NO. 51829
This Seventh Amendment and Sixth Renewal to Fort Worth City Secretary Contract No.
51829 is made between the City of Fort Worth ("City"), a municipal corporation and Carahsoft
Technology Corporation ("Vendor,") a Virginia corporation. City and Seller are each
individually referred to herein as a "party" and collectively referred to as the "parties."
WHEREAS, pursuant to Mayor and Council Communication (M&C) P-12292, the City
and Vendor entered into City of Fort Worth City Secretary Contract No. 51829 on January 29,
2019 (the "Agreement") under General Services Administration Cooperative Contract GS-35F-
0119Y ("Cooperative Contract") for the Hyland, LLC Automated Invoice Management (AIM)
System; and
WHEREAS, Hyland, LLC is a General Services Administration contract holder under GS-
35F-249DA, which is incorporated into the Cooperative Contract; and
WHEREAS, Vendor consolidated the Cooperative Contract into Vendor's Multiple Award
Schedule Contract with MAS 8F 47QSWA18DO08F ("Consolidated Cooperative Contract") that
it has with the General Services Administration; and
WHEREAS, pursuant to M&C 23-0292, on May 1, 2023, the Parties entered into the
Fourth Amendment to the Agreement ("Fourth Amendment") to add Perceptive Content and
Brainware upgrades in an amount of $140,805.57, and to increase the total contract value to an
amount not to exceed $944,972.00; and
WHEREAS, on May 23, 2023, the Parties entered into the Fifth Amendment to the
Agreement to clarify the Fourth Amendment, which restated the contract value increase authorized
by M&C 23-0292$123,400.00—and restated total contract value as an amount not to exceed
$927,565.87; and
WHEREAS, the Parties have continued performing their respective obligations under the
Agreement after the expiration of the Fourth Renewal on December 9, 2023; and
WHEREAS, the Parties mutually desire to amend the Agreement to add six additional
one-year Renewal Terms under the Consolidated Cooperative Contract, one of which was utilized
for the Fifth Renewal Term, which began on December 10, 2023 and expired on December 9,
2024; and
WHEREAS, it is the collective desire of the Parties to renew the Agreement for an
additional one-year term (the "Sixth Renewal"), the third of the additional six one-year Renewal
Terms.
NOW THEREFORE, known by all these present, the Parties, acting herein by and
through their duly authorized representatives, agree to the following terms, which amend the
Agreement as follows: OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
Seventh Amendment and Sixth Renewal to Fort Worth City Secretary Contract No. 51829 Pagel of 3
I. AMENDMENTS
1. The Agreement is hereby amended by adding six additional one (1) year Renewal
Terms under the Consolidated Cooperative Contract 8F 47QSWA18D008F, which expires August
21, 2028 for a new total of eight (8) Renewal Terms. Vendor agrees this Sixth Amendment satisfies
the requirements of GSA Contract Clause 552.212-4(c) that all changes to the Agreement be in
writing.
2. The Agreement is hereby amended to include the Consolidated Cooperative
Contract, attached to this Seventh Amendment and Sixth Renewal, which expires on August 21,
2028.
3. The Agreement is hereby amended to extend the current contract term through
December 9, 2025, in accordance with the Consolidated Cooperative Contract.
4. The total annual contract amount will not exceed $933,765.87.
II. RENEWAL
The Agreement is hereby renewed for a one (1) year Renewal Term beginning December
10, 2024 and ending December 9, 2025, the Sixth Renewal Term, unless otherwise terminated
pursuant to the terms of the Agreement.
III. MISCELLANEOUS
All other terms, provisions, conditions, covenants and recitals of the Agreement not
expressly amended herein shall remain in full force and effect.
[Signature Page Follows]
Seventh Amendment and Sixth Renewal to Fort Worth City Secretary Contract No. 51829 Page 2 of 3
[Executed effective as of the date signed by the Deputy City Manager below.] / [ACCEPTED
AND AGREED:]
City:
By: �-Agll� `l—>
Name: Mark McDaniel
Title: Deputy City Manager
Date: Jan 24, 2025
CARAHSOFT TECHNOLOGY CORP.
Name: Natalie LeMay
Title: State & Local Contracts Manaqer
Date: 1 /15/2025
CITY OF FORT WORTH INTERNAL ROUTING PROCESS:
Approval Recommended:
By:
Name:
Kevin Gunn
Title:
Director, IT Solutions
Approved as to Form and Legality
Al kevier Mn (v-,f, //
By: M. Kevin Anders, II (Jan 24, 202516:49 CST)
Name: M. Kevin Anders, II
Title: Assistant City Attorney
Contract Authorization:
M&C: 23-0292
Approval Date: 04/24/2023
Form 1295: 2023-980504
Contract Compliance Manager:
By signing I acknowledge that I am the person
responsible for the monitoring and administration
of this contract, including ensuring all performance
and reporting requirements.
.7
By:
Name: David Zellmer
Title: Sr. IT Solutions Manager
City Secretary:
By: l/JI
Name: Jannette Goodall
Title: City Secretary
�4F Four°�na
04" auw �i^O9dd
p!�8 .10
QQnn�X6°9p°ggq.
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
Seventh Amendment and Sixth Renewal to Fort Worth City Secretary Contract No. 51829 Page 3 of 3
cara isoft,
General Services Administration
Federal Supply Service Authorized Federal Supply Schedule Price List
Contractor:
Carahsoft Technology Corp.
11493 Sunset Hills Rd., Suite 100
Reston, VA 20190
Phone: (703) 871-8500 Fax: (703) 871-8505
Authorized Special Item Numbers (SINS):
Special Item No. 33411:
Special Item No. 511210:
Special Item No. 518210C:
Special Item No. 532420L:
Special Item No. 541370GEO:
Special Item No. 54151:
Special Item No. 54151ECOM:
Special Item No. 54151 S:
Special Item No. 561422:
Special Item No. 611420:
Special Item No. 811212:
Special Item No. 333429:
Special Item No. 518210ERM:
Special Item No. 493110RM:
Special Item No. 3361 E:
Special Item No. OLM:
Special Item No. 518210FM
www.carahsoft.com
Contract Number:
47QSWA18DO08F
Multiple Award Schedule (MAS)
Period Covered by Contract:
August 22, 2018 — August 21, 2028
Purchasing of new electronic equipment
Software Publishers
Cloud and Cloud -Related IT Professional Services
Leasing of new electronic equipment
Earth Observation Solutions
Software Maintenance Services
Electronic Commerce and Subscription Services
Information Technology Professional Services
Automated Contact Center Solutions (ACCS)
Information Technology Training
Maintenance of Equipment, Repair Services &/or Repair/Spare Parts
3D Printing and Additive Manufacturing Solutions
Electronic Records Management
Physical Records Management Solutions
Electric and Autonomous Vehicles and Accessories
Order -Level Materials (OLM)
Financial Management Quality Service Management Office
Online access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic
delivery order are available through GSA Advantage!, a menu -driven database system. The Internet address for GSA Advantage! Is
httns:Hizsaadvantaee. eov
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 1
47QSWA18DO08F
Table of Contents
ContractorData and Points of Contact.......................................................................................................................................... 3
Contractor's Point of Contact for Contract Administration.....................................................................................................
3
Ordering Instructions / Terms and Conditions..............................................................................................................................
3
la. Authorized Special Item Numbers(SINs)..........................................................................................................................
3
lb. Lowest Priced Model Number and Price for Each SIN.....................................................................................................
3
1 c. Hourly Rates........................................................................................................................................................................
3
2. Maximum Order..............................................................................................................................................................3
3. Minimum Order...............................................................................................................................................................4
4. Geographic Coverage......................................................................................................................................................4
5. Point(s) of Production......................................................................................................................................................4
6. Discount from Internal Rate...........................................................................................................................................
4
7. Quantity Discount............................................................................................................................................................4
8. Prompt Payment Terms...................................................................................................................................................4
9. Government Purchase Card............................................................................................................................................
4
10. Foreign Items...................................................................................................................................................................4
11 a. Time of Delivery ................................................................................................................................................................4
11b. Expedited Delivery ............................................................................................................................................................5
11 c. Overnight and 2-Day Delivery ..........................................................................................................................................
5
11 d. Urgent Requirements.........................................................................................................................................................
5
12. FOB Point............................................................................................................................................................................
5
13a. Ordering Address...............................................................................................................................................................
5
13b. Ordering Procedures..........................................................................................................................................................5
14. Payment Address.............................................................................................................................................................
5
15. Warranty Provision..........................................................................................................................................................6
16. Export Packing Charges..................................................................................................................................................6
17. Terms and Conditions of Government Purchase Card Acceptance...............................................................................
6
18. Terms and Conditions of Rental, Maintenance, and Repair (if applicable)..................................................................
6
19. Terms and Conditions of Installation..............................................................................................................................
6
21. List of Service and Distribution Points...........................................................................................................................
6
22. List of Participating Dealers...........................................................................................................................................
6
23. List of Approved Manufacturer CSAs...........................................................................................................................
6
Manufactures End -User License Agreements.............................................................................................................................
6
Additionalterms may apply......................................................................................................................................................
6
24a. Preventative Maintenance..................................................................................................................................................6
25. Data Universal Number System (DUNS) Number........................................................................................................
6
26. Notification Regarding Registration in System for Award Management (SAM) Database ........................................
6
27. Labor Category Descriptions and Pricing......................................................................................................................
7
28. Non -Defective Product Returns......................................................................................................................................7
Table of Awarded Special Item Numbers (SINs).........................................................................................................................
8
SpecialItem Number Information.............................................................................................................................................
8
Special Item No. 33411: Purchasing of New Electronic Equipment......................................................................................
8
Special Item No. 511210: Software Publishers......................................................................................................................
10
Special Item No. 518210C: Cloud and Cloud -Related IT Professional Services.................................................................
11
Special Item No. 532420L: Leasing of new electronic equipment........................................................................................
22
SIN 532420L Option 1 Lease Terms and Conditions...........................................................................................................
22
SIN 532420L Option 2 Lease Terms and Conditions...........................................................................................................
26
Special Item No. 541370GEO: Earth Observation Solutions................................................................................................32
Special Item No. 54151: Software Maintenance Services.....................................................................................................
33
Special Item No. 54151ECOM: Electronic Commerce and Subscription Services..............................................................
33
Special Item No. 54151 S: Information Technology Professional Services..........................................................................
33
Special Item No. 561422: Automated Contact Center Solutions(ACCS)............................................................................
37
Special Item No. 611420: Information Technology Training................................................................................................
37
Special Item No. 811212: Maintenance of Equipment, Repair Services and/or Repair/Spare Parts ...................................
37
SIN 811212 Hardware Maintenance Order Terms................................................................................................................
38
SIN 811212 Hardware Repair Service Order Terms.............................................................................................................
40
Special Item No. 333429: 3D Printing Solutions and Additive Manufacturing Solutions ...................................................
42
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 2
47QSWA18D008F
Special Item No. 518210ERM: Electronic Records Management........................................................................................
43
Vendor Certification for SIN 518210ERM.............................................................................................................................
43
Vendor Certification for SIN 493110RM................................................................................................................................
44
Vendor Certification for SIN 493110RM.................................................................................................................................
47
ATTACHMENT I - AUTHORIZED PARTICIPATING DEALERS......................................................................................
48
ATTACHMENT II — Contractor Team Arrangements.............................................................................................................
49
ATTACHMENT III — Commercial Supplier Agreements........................................................................................................
50
ATTACHMENT IV A — U.S. Government Adobe FITARA Addendum.................................................................................
51
ATTACHMENT IV B — U.S. Government Nutanix FITARA Addendum...............................................................................
54
ATTACHMENT IV C - U.S. Government VERITAS FITARA Addendum...........................................................................
58
ATTACHMENT V — Approved IT Manufacturers..................................................................................................................
61
Contractor Data and Points of Contact
Contractor's Point of Contact for Contract Administration
Yvonne DLuzen — Contract
Manager Carahsoft
Technology Corp.
11493 Sunset Hills Rd., Suite 100
Reston, VA 20190
(703) 871-8500 (Main) 1 (703) 871-8505 (fax)
contracts(a,carahsoft. com
Business Size: Other than Small
DUNS Number: 088365767
Ordering Instructions / Terms and Conditions
1 a. Authorized Special Item Numbers (SINS)
Special Item No. 33411: Purchasing of new electronic equipment.
Special Item No. 511210: Software Publishers
Special Item No. 518210C: Cloud and Cloud -Related IT Professional Services
Special Item No. 532420L: Leasing of new electronic equipment
Special Item No. 541370GEO: Earth Observation Solutions
Special Item No. 54151: Software Maintenance Services
Special Item No. 54151ECOM: Electronic Commerce and Subscription Services
Special Item No. 54151 S: Information Technology Professional Services
Special Item No. 561422: Automated Contact Center Solutions (ACCS)
Special Item No. 611420: Information Technology Training
Special Item No. 811212: Maintenance of Equipment, Repair Services &/or Repair/Spare Parts
Special Item No. 333429: 3D Printing and Additive Manufacturing Solutions
Special Item No. 518210ERM: Electronic Records Management
Special Item No. 493110RM: Physical Records Management Solutions
Special Item No. 3361E: Electric and Autonomous Vehicles and Accessories
Special Item No. OLM: Order -Level Materials (OLM)
Special Item No. 518210FM Financial Management Quality Service Management Office
lb. Lowest Priced Model Number and Price for Each SIN:
Not applicable.
1 c. Hourly Rates
See the Terms and Conditions for SIN 54151 S on pg. 37, below.
2. Maximum Order
SIN 33411 $500,000
SIN 511210 $500,000
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 3
47QSWA18DO08F
SIN 518210C
$500,000
SIN 532420L
$500,000
SIN 541370GEO
$1,000,000
SIN 54151
$500,000
SIN 541519CDM
$500,000
SIN 54151ECOM
$500,000
SIN 54151S
$500,000
SIN 564122
$500,000
SIN 611420
$250,000
SIN 811212
$500,000
SIN 333429
$750,000
SIN 518210ERM
$1,000,000
SIN49311 ORM
$1,000,000
SIN 3361E
$2,000,000
SIN OLM
$250,000
SIN 51821 OFM
$500,000
SIN 541519CSP
$500,00
3. Minimum Order
$100
4. Geographic Coverage
Domestic and Overseas
S. Point(s) of Production
Varies by Manufacturer
6. Discount from Internal Rate
The GSA Net Price published on GSA Advantage! Reflects the fully burdened price. The negotiated discount
has been applied and the Industrial Funding Fee has been added.
7. Quantity Discount
Varies by Manufacturer, as reflected on GSA Advantage!
8. Prompt Payment Terms
Net 30 Days
Information for Ordering Offices: Prompt Payment terms cannot be negotiated out of
the contractual agreement in exchange for other concessions.
9. Government Purchase Card
Accepted for sales at or below the micro -purchase threshold.
Acceptance for purchases above the micro -purchase threshold will be determined on a procurement -by -
procurement basis.
10. Foreign Items
None
I I a. Time of Delivery
SIN 33411: 45 Days after Receipt of Order
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 4
47QSWA18DO08F
SIN 511210: 45 Days after Receipt of Order
SIN 518210C: 45 Days after Receipt of Order
SIN 532420L: 45 Days after Receipt of Order
SIN 541370GEO: 45 Days after Receipt of Order
SIN 54151: 45 Days after Receipt of Order
SIN: 541519CDM: 30 Days after Receipt of Order
SIN 54151ECOM: 45 Days after Receipt of Order
SIN 54151 S: 45 Days after Receipt of Order
SIN 561422: 45 Days after Receipt of Order
SIN 611420: 45 Days after Receipt of Order
SIN 811212: 45 Days after Receipt of Order
SIN 333429: 45 Days after Receipt of Order
SIN 518210ERM: 45 Days after Receipt of Order
SIN 493110RM: 45 Days after Receipt of Order
SIN 3361E: 45 Days after Receipt of Order
SIN 518210FM 45 Days after Receipt of Order
SIN 541519CSP 45 Days after Receipt of order
11 b. Expedited Delivery
Please contact the Contractor for availability and ratcs.
11c. Overnight and 2-Day Delivery
Please contact the Contractor for availability and rates.
11 d. Urgent Requirements
Agencies can contact the Contractor's representative to affect a faster delivery. Customers are encouraged
to contact the contractor for the purpose of requesting accelerated delivery.
12. FOB Point
Destination
13a. Ordering Address
Karina Woods— Operations Manager
Carahsoft Technology Corp.
11493 Sunset Hills Rd., Suite 100
Reston, VA 20190
(703) 871-8519 (telephone)
(703) 871-8505 (fax)
esaorders(a,,carah soft. com
13b. Ordering Procedures
For supplies and services, the ordering procedures and information on Blanket Purchase Agreements (BPAs) are
found in Federal Acquisition Regulation (FAR) 8.405-3.
14. Payment Address
Jillian Szczepanek
Accounts Receivable Carahsoft Technology Corp.
11493 Sunset Hills Rd., Suite 100
Reston, VA 20190
(703) 871-8614 (telephone)
(703) 871-8505 (fax)
esanavments(a,carahsoft. com
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 5
47QSWA18DO08F
15. Warranty Provision
Varies by Manufacturer and Product/Service
16. Export Packing Charges
Not applicable
17. Terms and Conditions of Government Purchase Card Acceptance
Please contact the Contractor for terms and conditions of acceptance.
18. Terms and Conditions of Rental, Maintenance, and Repair (if applicable)
Not applicable
19. Terms and Conditions of Installation
Not applicable
20a. Terms and Conditions of Repair Parts Indicating Date of Parts Price Lists and Any
Discounts from List Prices (if available)
Not applicable
20b. Terms and Conditions for Any Other Services
Not applicable
21. List of Service and Distribution Points
Not applicable
22. List of Participating Dealers
The full list of Participating Dealers can be found on the Carahsoft
website,
GSA MAS Schedule Authorized Dealers I Carahsoft
23. List of Approved Manufacturer CSAs
Manufactures End -User License Aereements
Additional terms may apply.
24a. Preventative Maintenance
None
24b. Special Attributes such as Environmental Attributes (e.g. recycled content, energy
efficiency, and/or reduced pollutants)
None
24c. Section 508 Compliance for Electronic and Information Technology
Varies by Manufacturer
25. Data Universal Number System (DUNS) Number
088365767
26. Notification Regarding Registration in System for Award Management (SAM) Database
Contractor has an Active Registration in the SAM database
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 6
47QSWA18D008F
27. Labor Category Descriptions and Pricing
See the Terms and Conditions for SIN 54151 S beginning on page 37 below.
28. Non -Defective Product Returns
Products are eligible for return or replacement within 30 days of invoice. New and unopened
product return requests received more than 30 days after invoice are considered to be out -of -
policy return requests. These types of requests will be considered on a case -by -case basis. Any
applicable shipping costs are to be paid by the customer.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 7
47QSWA18DO08F
Table of Awarded Special Item Numbers (SINs)
Authorized Special Item Numbers (SINS)
33411
511210
518210C
532420L
541370GEO
54151
54151ECOM
54151S
561422
611420
811212
333429
518210ERM
493110RM
3361E
OLM
51821OFM
541519CSP
Special Item Number Information
Title/ Description
Purchasing of new electronic equipment
Software Publishers
Cloud and Cloud -Related IT Professional Services
Leasing of new electronic equipment
Earth Observation Solutions
Software Maintenance Services
Electronic Commerce and Subscription Services
Information Technology Professional Services
Automated Contact Center Solutions (ACCS)
Information Technology Training
Maintenance of Equipment, Repair Services and/or Repair/Spare
Parts
3D Printing and Additive Manufacturing Solutions
Electronic Records Management
Physical Records Management Solutions
Electric and Autonomous Vehicles and Accessories
Order -Level Materials (OLM)
Financial Management Quality Service Management Office
(FM QSMO) Core Financial Management (FM) Solutions
and IT Professional Services
Credential Service Providers
Special Item No. 33411: Purchasing of New Electronic Equipment
Includes desktop, laptop, tablet computers (including rugged), servers, storage equipment,
hyperconverged integrated systems, supercomputers, routers, switches and other communications
equipment, IT security equipment (hardware based firewalls), audio and video (AV) equipment, public
address systems, monitors/displays, sensors, and other Internet of Things (IOT) devices, printers and
Multi -Function Device (MFD) equipment, broadcast band radio, two-way radio (LMR), microwave
radio equipment, satellite communications equipment, radio transmitters/receivers (airborne), radio
navigation equipment/antennas, optical/imaging systems, and associated peripherals required for
operations (such as controllers, connectors, cables, drivers, adapters, etc., ancillary installation of any
equipment purchased.
NOTE: Subject to Cooperative Purchasing FSC CLASS 7010 - SYSTEM CONFIGURATION
End User Computers/Desktop Computers Professional Workstations Servers Laptop/Portable/Notebook
Computers Large Scale Computers Optical and Imaging Systems Other Systems Configuration
Equipment, Not Elsewhere Classified
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 8
47QSWA18DO08F
FSC CLASS 7025 - INPUT/OUTPUT AND STORAGE DEVICES
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 9
47QSWA18D008F
Printers Display Graphics, including Video Graphics, Light Pens, Digitizers, Scanners, and Touch Screens
Network Equipment
Other Communications Equipment Optical Recognition Input/Output Devices Storage Devices including
Magnetic Storage, Magnetic Tape Storage and Optical Disk Storage Other Input/Output and Storage
Devices, Not Elsewhere Classified
FSC CLASS 7035 - ADP SUPPORT EQUIPMENT
ADP Support Equipment
FSC Class 7042 - MINI AND MICRO COMPUTER CONTROL DEVICES
Microcomputer Control Devices Telephone Answering and Voice Messaging Systems
FSC CLASS 7050 - ADP COMPONENTS
ADP Boards
FSC CLASS 5995 - CABLE, CORD, AND WIRE
ASSEMBLIES: COMMUNICATIONS EQUIPMENT
Communications Equipment Cables
FSC CLASS 6015 - FIBER OPTIC CABLES
Fiber Optic Cables
FSC CLASS 6020 - FIBER OPTIC CABLE ASSEMBLES AND HARNESSES
Fiber Optic Cable Assemblies and Harnesses
FSC CLASS 6145 - WIRE AND CABLE, ELECTRICAL
Coaxial Cables
FSC Class 5805 - TELEPHONE AND TELEGRAPH EQUIPMENT
Telephone Equipment Audio and Video Teleconferencing Equipment
FSC CLASS 5810 - COMMUNICATIONS SECURITY EQUIPMENT AND COMPONENTS
Communications Security Equipment
FSC CLASS 5815 - TELETYPE AND FACSIMILE EQUIPMENT
Facsimile Equipment (FAX)
FSC CLASS 5820 - RADIO AND TELEVISION COMMUNICATION EQUIPMENT, EXCEPT
AIRBORNE
Two -Way Radio Transmitters/Receivers/Antennas Broadcast Band Radio Transmitters/ Receivers/
Antennas Microwave Radio Equipment/Antennas and Waveguides Satellite Communications Equipment
FSC CLASS 5821 - RADIO AND TELEVISION COMMUNICATION EQUIPMENT, AIRBORNE
Airborne Radio Transmitters/Receivers
FSC CLASS 5825 - RADIO NAVIGATION EQUIPMENT, EXCEPT AIRBORNE
Radio Navigation Equipment/Antennas
FSC CLASS 5826 - RADIO NAVIGATION EQUIPMENT, AIRBORNE
Airborne Radio Navigation Equipment
FSC CLASS 5830 - INTERCOMMUNICATION AND PUBLIC ADDRESS SYSTEMS, EXCEPT
AIRBORNE
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 10
47QSWA18D008F
Pagers and Public Address Systems (wired and wireless transmissions, including background music
systems)
FSC CLASS 5841 - RADAR EQUIPMENT, AIRBORNE
Airborne Radar Equipment
FSC CLASS 5895 - MISCELLANEOUS COMMUNICATION EQUIPMENT
Miscellaneous Communications Equipment
Installation (FPDS Code
N070) for Equipment Offered
Deinstallation (FPDS N070)
Reinstallation (FPDS N070)
Special Item No. 511210: Software Publishers
Includes both term and perpetual software
licenses and maintenance. NOTE: Subject to
Cooperative Purchasing
FSC CLASS 7030 - INFORMATION TECHNOLOGY SOFTWARE
Large Scale Computers
Operating System Software
Application Software
Electronic Commerce (EC) Software
Utility Software
Communications Software
Core Financial Management Software
Ancillary Financial Systems Software
Special Physical, Visual, Speech, and Hearing Aid
Software Microcomputers
Software Microcomputers
Operating System Software
Application Software
Electronic Commerce (EC) Software
Utility Software
Communications Software
Core Financial Management Software
Ancillary Financial Systems Software
Special Physical, Visual, Speech, and Hearing Aid Software
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 11
47QSWA18D008F
Special Item No. 518210C: Cloud and Cloud -Related IT Professional Services
Includes commercially available cloud computing services such as Infrastructure as a Service (Iaa S), Platform as
a Service (Paa S), and Software as a Service (Saa S) and emerging cloud services. IT professional services that
are focused on providing the types of services that support the Government 's adoption of, migration to or
governance/management of Cloud computing. Specific labor categories
and/or fixed price solutions (e.g. migration services, etc.) that support activities associated with assessing Cloud
solutions, refactoring workloads for Cloud solutions, migrating legacy or other systems to Cloud solutions,
providing management/governance of Cloud solutions, DevOps, developing cloud native applications or other
Cloud oriented activities.
NOTE: Subject to Cooperative Purchasing
FSC/PSC Class D305 IT AND TELECOM- TELEPROCESSING, TIMESHARE, AND CLOUD COMPUTING
Cloud Computing Services
• Commercially available cloud 1. Software as a Service (SaaS): Consumer
computing services uses provider's applications on cloud
• Meets the National Institute for infrastructure. Does not manage/control platform
Standards and Technology (MIST) or infrastructure. Limited
definition of Cloud Computing
essential characteristics.
• Open to all deployment models
(private, public, community
or hybrid), vendors specify
deployment models
application level configuration may be available.
2. Platform as a Service (PaaS): Consumer
deploys applications onto cloud platform
service using provider -
supplied tools. Has control over deployed
applications and some limited platform
configuration but does not manage the platform or
infrastructure.
3. Infrastructure as a Service (IaaS):
Consumer provisions computing resources. Has
control over OS, storage, platform, deployed
applications and some limited infrastructure
configuration, but does not manage the
infrastructure.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 12
47QSWA18D008F
NOTE: Offerors may optionally select the single sub -category that best fits each cloud service offering,
per Service Model Guidance, or select no sub -category if the offering does not fit an existing NIST
service model.
DESCRIPTION OF CLOUD COMPUTING SERVICES (i.e. IaaS, etc.) AND PRICING
a) The information provided below is designed to assist Offerors in qualifying cloud
computing services and provide complete descriptions.
b) In addition to standard pricing requirements, all pricing models must have the core capability
to meet the NIST Essential Cloud Characteristics, particularly with respect to on -demand
self-service, while allowing alternate variations at the task order level at agency discretion,
pursuant to the guidance on NIST Essential Characteristics.
Table 2 summarizes the additional Offeror provided description requirements for services
proposed under the Cloud
Computing Services (i.e Iaa S, etc.). All mandatory description requirements must be complete,
and adequate according to evaluation criteria.
In addition, there is one "Optional" reporting descriptions which exists to provide convenient
service selection by relevant criteria. Where provided, optional description requirements
must be complete and adequate according to evaluation criteria:
1) The NIST Service Model provides sub -categories for the Cloud SIN and is strongly
encouraged, but not required. The Service Model based sub -categories provide this
SIN with a structure to assist ordering activities in locating and comparing services
of interest. Contractors may optionally select the single service model most closely
corresponding to the specific service offering.
2) If a sub -category is selected it will be evaluated with respect to the NIST Service
Model definitions and guidelines in "Guidance for Contractors".
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 13
47QSWA18DO08F
Table 2: Cloud Service Description Requirements
Description Requirement Reporting Instru
Type ctions
Provide a brief written
Mandatory
The cloud service must be capable of satisfying each of the five
description of how the
NIST essential Characteristics as outlined in NIST Special
proposed cloud
Publication 800-145. See `GUIDANCE FOR CONTRACTORS:
computing services (i.e.
NIST Essential Characteristics' below in this document for detailed
Iaa S, etc.)
overall direction, as well as guidance on inheriting essential
satisfies each individual
characteristics. The NIST "Measured Service" characteristic
essential NIST
requires a minimal "pay as you go" unit of
Characteristic
measurement appropriate for the service. In the case of SaaS, the
appropriate maximum measured increment of service shall be no
more than 30 days per user, or some other equivalent discrete
measurement that provides the government with the advantage of
frequent (approximately every 30 days) "pay as you go" metering
cycles. SaaS products, where consumption is only measured on
an annual basis, may better fit under "Term Software License" SIN
132-32. Likewise, offers of any combinations of IaaS, Paa S or any
other cloud product services in a bundle or other fashion that do not
meet the frequency requirements of approximately 30 - day
measurement and billing cycles, will not be accepted as
complying with the NIST Measured Service characteristic.
-1ect NIST deployment models
Mandatory
Contractors must select at least one NIST deployment model as
it the cloud computing service
outlined in NIST Special Publication 800 - 145 describing how
.-oposed.
the proposed cloud computing service is deployed. Select
multiple deployment models if the service is offered in more than
one deployment model.
See `GUIDANCE FOR CONTRACTORS: NIST Deployment
Model' below in this document for detailed direction on how to
best categorize a service for the NIST deployment models.
ptionally select the most
Optional
Contractor may select a single NIST Service model to sub-
)propriate NIST service model
categorize the service as outlined in NIST Special Publication
at will be the
800-145. Sub- category selection is optional but recommended.
signated sub- category, or may
See `GUIDANCE FOR CONTRACTORS: NIST Service Model'
4ect no sub -category.
below in this
document for detailed direction on how to best categorize a
service for the NIST Iaa S, Paa S, and Saa S service models.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 14
47QSWA18D008F
2) GUIDANCE FOR OFFERORS
This section offers guidance for interpreting the Contractor Description Requirements in Table 2 (above)
including the NIST essential cloud characteristics, service models and deployment models. This section is not
a list of requirements.
Offeror specific definitions of cloud computing characteristics and models or significant variances from the
NIST essential characteristics or models are discouraged and will not be considered in the scope of this SIN
or accepted in response to evaluation factors. The only applicable cloud characteristics, service
model/subcategories and deployment models for this SIN will be drawn from the NIST 800-145 special
publication. Services qualifying for listing as cloud computing services (i.e. Iaa S, etc.) under this SIN must
substantially satisfy the essential characteristics of cloud computing as documented in the NIST Definition of
Cloud Computine SP 800-1451
Offerors must select deployment models corresponding to each way the service can be deployed. Multiple
deployment model designations for a single cloud service are permitted but at least one deployment model
must be selected.
Both Cloud service model (i.e. Iaa S, etc.) and deployment model (i.e. public, etc.) designations must
accord with NIST definitions. Guidance is offered in this document on making the most appropriate
selection
a) NIST Essential Characteristics
NIST's essential cloud characteristics provide a consistent metric for whether a service is eligible for inclusion in this SI
N. It is understood that due to legislative, funding and other constraints that government entities cannot always leverage a
cloud service to the extent that all NIST essential characteristics are commercially available. For the purposes of the
Cloud SIN, meeting the NIST essential characteristics is determined by whether each essential capability of the commercial
service is available for the service, whether or not the Ordering Activity actually requests or implements the capability.
The guidance in Table 3 offers examples of how services might or might not be included based on the essential
characteristics, and how the Contractor should interpret the characteristics in light of current government contracting
processes.
1 7 htti):Hcsrc.nist.eov/publications/nisti)ubs/800-145/SP800-145.pdf
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 15
47QSWA18DO08F
Table 3: Guidance on Meetin NIST Essential Characteristics
Characteristic
Capability
Guidance
On-
Government procurement guidance varies on how to implement on -demand
. Ordering activities
demand
can directly
provisioning at this time.
self-
provision services
Ordering activities may approach on -demand in a variety of ways,
service
without requiring
including "not -to -exceed" limits, or imposing monthly or other
Contractor
appropriate payment cycles on what are essentially on demand services.
intervention.
. This characteristic is
Services under this SIN must be capable of true on- demand self-service, and
typically
ordering activities and Contractors must negotiate how they implement on
implemented via a
demand capabilities in practice at the task order level:
service console or
• Ordering activities must specify their procurement approach and
programming
requirements for on- demand service
interface for
• Contractors must propose how they intend to meet the approach
provisioning
• Contractors must certify that on -demand self-service is technically
available for their service should procurement guidance become
available.
Broad
. Ordering activities
. Broad network access must be available without significant qualification
Network
are able to access
and in relation to the deployment model and security domain of the
Access
services over
service
standard agency
. Contractors must specify any ancillary activities, services or equipment
networks
required to access cloud services or integrate cloud with other cloud or non -
Service can be
cloud networks and services. For example, a private cloud might require an
accessed and
Ordering Activity to purchase or provide a dedicated router, etc. which is
provisioned using
acceptable but should be indicated by the Contractor.
standard devices
such as browsers,
tablets and mobile
phones
Resource
. Pooling distinguishes
. The cloud service must draw from a pool of resources and provide an
Pooling
cloud services from
automated means for the Ordering Activity to dynamically allocate them.
simple offsite hosting.
• Manual allocation, e.g. manual operations at a physical server farm where
' Ordering activities
Contractor staff
configure servers in response to Ordering Activity requests, does not meet this
draw resources from
requirement
a common pool
. Similar concerns apply to software and platform models; automated
maintained by the
provisioning from a pool is required
Contractor
• Ordering activities may request dedicated physical hardware, software or
Resources may have
platform resources to
general
access a private cloud deployment service. However the provisioned cloud
characteristics such
resources must be drawn from a common pool and automatically allocated
as regional location
on request.
Rapid Elasticity
. Rapid provisioning
• Rapid elasticity is a specific demand -driven case of self-service
and de- provisioning
• `Rapid' should be understood as measured in minutes and hours, not days or
commensurate with
demand
wee s.
• Elastic capabilities by manual request, e.g. via a console operation or
programming interface call, are required.
. Automated elasticity which is driven dynamically by system load, etc. is
optional. Contractors must specify whether automated demand -driven
elasticity is available and the general mechanisms that drive the
capability.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 16
47QSWA18D008F
Measured . Measured service
Service should be understood
as a reporting
requirement that
enables an Ordering
Activity to control
their use in
cooperation with self
service
. Procurement guidance for on -demand self-service applies to measured
service as well, i.e. rapid elasticity must be technically available but
ordering activities and Contractors may mutually designate other
contractual arrangements.
. Regardless of specific contractual arrangements, reporting must indicate
actual usage, be continuously available to the Ordering Activity, and
provide meaningful metrics appropriate to the service measured
. Contractors must specify that measured service is available and the general
sort of metrics and mechanisms available
. The goal of the Measured Service requirement is to ensure Ordering
Activities realize the full benefit of "pay as you go" consumption models.
Consumption measurements that are not discrete enough or frequent enough
(greater than 30 days), will not fulfill this NIST essential characteristic and
will not be eligible for inclusion in this SIN.
Inheriting Essential Characteristics
Cloud Services (i.e. Iaa S, etc.) may depend on other cloud services, and cloud service models such as Paa S
and Saa S are able to inherit essential characteristics from other cloud services that support them. For example a
Paa S platform service can inherit the b road network access made available by the Iaa S service it runs on, and
in such a situation would be fully compliant with the broad network access essential characteristic. Cloud
Services (i.e. Iaa S, etc.) inheriting essential characteristics must make the inherited characteristic fully available
at their level of delivery to claim the relevant characteristic by inheritance.
Inheriting characteristics does not require the inheriting provider to directly bundle or integrate the inherited
service, bu t it does require a reasonable measure of support and identification. For example, the Ordering
Activity may acquire an Iaa S service from "Provider A" and a Paa S service from "Provider B". The Paa S
service may inherit broad network access from "Provider A" but must identify and support the inherited
service as an acceptable IaaS provider.
Assessing Broad Network Access
Typically broad network access for public deployment models implies high bandwidth access from the public
internet for authorized users.
In a private cloud deployment internet access might be considered broad access, as might be access through a
dedicated shared high bandwidth network connection from the Ordering Activity, in accord with the private
nature of the deployment model.
Resource Pooling and Private Cloud
All cloud resource pools are finite, and only give the appearance of infinite resources when sufficiently large, as is
sometimes the case with a public cloud. The resource pool supporting a private cloud is typically smaller with more
visible limits. A finite pool of resources purchased as a private cloud service qualifies as resource pooling so long as
the resources within the pool can be dynamically allocate d to the ultimate users of the resource, even though the pool
itself appears finite to the Ordering Activity that procures access to the pool as a source of dynamic service allocation.
1) NIST Service Model
The Contractor may optionally document the service model of cloud computing (e.g. Iaa S, Paa S, Saa S, or a
combination thereof, that most closely describes their offering, using the definitions in the NIST Definition of
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 17
47QSWA18D008F
Cloud Computing SP 800 -145. The following guidance is offered for the proper selection of service models.
NIST's service models provide this SIN with a set of consistent sub -categories to assist ordering activities in
locating and comparing Cloud services (i.e. Iaa S, etc.) of interest. Service model is primarily concerned with
the nature of the service offered and the staff and activities most likely to interact with the service. Contractors
should select a single service model most closely corresponding to their proposed service based on the
guidance below. It is understood that cloud services can technically incorporate multiple service models and
the intent is to provide the single best categorization of the service.
Contractors should take care to select the NIST service model most closely corresponding to each service
offered. Contractors should not invent, proliferate or select multiple cloud service model sub -categories to
distinguish their offerings, because ad -hoc categorization prevents consumers from comparing similar
offerings. Instead vendors should make full use of the existing NIST categories to the fullest extent possible.
For example, in this SIN an offering commercially marketed by a Contractor as "Storage as a Service" would
be properly characterized as Infrastructure as a Service (Iaa S), storage being a subset of infrastructure.
Services commercially marketed as "LAMP as a Service" or "Database as a Service" would be properly
characterized under this SIN as Platform as a Service (Paa S), as they deliver two kinds of platform services.
Services commercially marketed as "Travel Facilitation as a Service" o r "Email as a Service" would be
properly characterized as species of Software as a Service (Saa S) for this SIN.
However, Contractors can and should include appropriate descriptions (including commercial marketing
terms) of the service in the full descriptions of the service's capabilities.
When choosing between equally plausible service model sub -categories, Contractors should consider several
factors:
a) Visibility to the Ordering Activity. Service model sub -categories in this SIN exist to help Ordering
Activities match their requirements with service characteristics. Contractors should select the most
intuitive and appropriate service model from the point of view of an Ordering Activity.
b) Primary Focus of the Cloud Service (i.e. Iaa S, etc.). Services m ay offer a mix of capabilities
that span service models in the strict technical sense. For example, a service may offer both Iaa S
capabilities for processing and storage, along with some Paa S capabilities for application
deployment, or Saa S capabilities for specific applications. In a service mix situation the
Contractor should select the service model that is their primary focus. Alternatively contractors
may choose to submit multiple service offerings for the SIN, each optionally and separately
subcategorized.
c) Ordering Activity Role. Contractors should consider the operational role of the Ordering Activity's
primary actual
d) consumer or operator of the service. For example services most often consumed by system managers
are likely to fit best as Iaa S; services most often consumed by application deployers or
developers as Paa S, and services most often consumed by business users as Saa S.
e) Lowest Level of Configurability. Contractors can consider Iaa S, Paa S and Saa S as an ascending
hierarchy of complexity, and select the model with the lowest level of available Ordering Activity
interaction. As an example, virtual machines are an Iaa S service often bundled with a range of
operating systems, which are Paa S services. The Ordering Activity usually has access to configure
the lower level Iaa S service, and the overall service should be considered Iaa S. In cases where the
Ordering Activity cannot configure the speed, memory, network configuration, or any other aspect
of the Iaa S component, consider categorizing as a Paa S service.
Cloud management and cloud broker services should be categorized based on their own characteristics
and not those of the othe r cloud services that are their targets. Management and broker services typically
fit the Saa S service model, regardless of whether the services they manage are Saa S, Paa S or Iaa S. Use
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 18
47QSWA18D008F
Table 3 to determine which service model is appropriate for the cloud
management or cloud broker services, or, alternately choose not to select a service model for the service.
The guidance in Table 4 offers examples of how services might be properly mapped to NIST service
models and how a Contractor should interpret the service model sub -categories.
Table 4: Guidance on Mapping to NIST Service Models
Service Model
Guidance
Infrastructure as a Service Select an IaaS model for service based equivalents of hardware appliances such as virtual
(IaaS) machines, storage devices, routers and other physical devices.
• IaaS services are typically consumed by system or device managers who would
configure physical hardware in a non -cloud setting
• The principal customer interaction with an IaaS service is provisioning then
configuration, equivalent to procuring and then configuring a physical device.
Examples of IaaS services include virtual machines, object storage, disk block storage, network
routers and firewalls, software defined networks.
Gray areas include services that emulate or act as dedicated appliances and are directly used by
applications, such as search appliances, security appliances, etc. To the extent that these services
or their emulated devices provide direct capability to an application they might be better
classified as Platform services (PaaS). To the extent that they resemble raw hardware and are
consumed by other platform services they are better classified as IaaS.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 19
47QSWA18DO08F
Platform as a Service (PaaS) Select a PaaS model for service based equivalents of complete or partial software platforms. For the
purposes of this classification, consider a platform as a set of software services capable of
deploying all or part of an application.
• A complete platform can deploy an entire application. Complete platforms can be
proprietary
or open source
• Partial platforms can deploy a component of an application which combined
with other components make up the entire deployment
• PaaS services are typically consumed by application deployment staff whose
responsibility is to take a completed agency application and cause it to run on the
designated complete or partial platform service
• The principal customer interaction with a PaaS service is deployment,
equivalent to deploying an application or portion of an application on a
software platform service.
• A limited range of configuration options for the platform service may be available.
Examples of complete PaaS services include:
• A Linux/Apache/MySQL/PHP (LAMP) platform ready to deploy a
customer PHP application,
• a Windows .Net platform ready to deploy a .Net application,
• A custom complete platform ready to develop and deploy a customer
application in a proprietary language
• A multiple capability platform ready to deploy an arbitrary customer
application on a range of underlying software services.
The essential characteristic of a complete PaaS is defined by the customer's ability to deploy a
complete custom application directly on the platform.
PaaS includes partial services as well as complete platform services. Illustrative examples of
individual platform enablers or components include:
• A database service ready to deploy a customer's tables, views and procedures,
• A queuing service ready to deploy a customer's message definitions
• A security service ready to deploy a customer's constraints and target
applications for continuous monitoring
The essential characteristic of an individual PaaS component is the customer's ability to deploy their
unique structures and/or data onto the component for a partial platform function.
Note that both the partial and complete PaaS examples all have two things in common:
They are software services, which offer significant core functionality out of the box
They must be configured with customer data and structures to deliver results
As noted in IaaS, operating systems represent a gray area in that OS is definitely a platform service, but
is typically bundled with IaaS infrastructure. If your service provides an OS but allows for interaction
with infrastructure, please sub -categorize it as IaaS. If your service "hides" underlying infrastructure,
consider it as PaaS.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 20
47QSWA18D008F
Software as a Select a SaaS model for service based equivalents of software applications.
Service (SaaS) • SaaS services are typically consumed by business or subject -matter staff who would
interact directly with the application in a non -cloud setting
• The principal customer interaction with a SaaS service is actual operation and consumption of the
application services the SaaS service provides.
ne minor configuration may be available, but the scope of the configuration is limited to the
,pe and then the permissions of the configuring user. For example an agency manager might
able to configure some aspects of the application for their agency but not all agencies. An
=y user might be able to configure some aspects for themselves but not everyone in their
,ncy. Typically only the Contractor would be permitted to configure aspects of the software
all users.
triples of SaaS services include email systems, business systems of all sorts such as travel
ems, inventory systems, etc., wiki's, websites or content management systems, management
lications that allow a customer to manage other cloud or non -cloud services, and in general
system where customers interact directly for a business purpose.
y areas include services that customers use to configure other cloud services, such as cloud
iagement software, cloud brokers, etc. In general these sorts of systems should be considered SaaS,
guidance in this document.
2) Deplovment Model
Deployment models (e.g. private, public, community, or hybrid) are not restricted at the SIN level and any
specifications for a deployment model are the responsibility of the Ordering Activity.
Multiple deployment model selection is permitted, but at least one model must be selected. The guidance in
Table 4 offers examples of how services might be properly mapped to NIST deployment models and how the
Contractor should interpret the deployment
model characteristics. Contractors should take care to select the range of NIST deploym ent models most
closely corresponding to each service offered.
Note that the scope of this SIN does not include hardware or software components used to construct a cloud, only
cloud capabilities delivered as a service, as noted in the Scope section.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 21
47QSWA18D008F
Table 5: Guidance for Selecting a Deployment Model
Deployment Model Guidance
Private Cloud The service is provided exclusively for the benefit of a definable
organization and its components; access from outside the organization is
prohibited. The actual services may be provided by third parties, and may
be physically located as required, but access is strictly defined by
membership in the owning organization.
Public Cloud The service is provided for general public use and can be accessed
by any entity or organization willing to contract for it.
Community Cloud The service is provided for the exclusive use of a community with a
definable shared boundary such as a mission or interest. As with
private cloud, the service may be in any suitable location and
administered by a community member or a third party.
Hybrid Cloud The service is composed of one or more of the other models. Typically
hybrid models include some aspect of transition between the models
that
make them up, for example a private and public cloud might be designed as
a hybrid cloud where events like increased load permit certain specified
services in the private cloud to run in a public cloud for extra capacity, e.g.
bursting.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 22
47QSWA18DO08F
Special Item No. 532420L: Leasing of new electronic equipment
Leasing of new electronic equipment. Includes the following lease types:
Lease to Ownership, and Lease with Option to Own
NOTE: Subject to Cooperative Purchasing
FSC/PSC Class W070 LEASE OR RENTAL OF EQUIPMENT- ADP
EQUIPMENT/SOFTWARE/SUPPLIERS/SUPPORT EQUIPMENT
Lease of Products
INFORMATION TECHNOLOGY CATEGORY HARDWARE SUBCATEGORY
SIN 532420L Option 1 Lease Terms and Conditions
Option 1 Lease Terms and Conditions does not contain a cancellation clause and all leases automatically expire on
September 3 Oth or sooner.
52.207-5 Option to Purchase Equipment
52.227-14 Rights in Data -General
STATEMENT
Feb 1995
May 2014
a. It is understood by all parties to this contract that orders issued under this SIN shall constitute a lease
arrangement. Un less the ordering activity intends to obligate other than annual appropriations to fund
the lease, the base period o f the lease is from the date of the product acceptance through September 30
of the fiscal year in which the order is placed.
b. Agencies are advised to follow the guidance provided in Federal Acquisition Regulation (FAR)
Subpart 7.4 Product Lease or Purchase and OMB Circular A-11. Agencies are responsible for the
obligation of funding consistent with all applicable legal principles when entering into any lease
arrangement.
FUNDING AND PERIODS OF LEASING ARRANGEMENTS
a. Annual Funding. When annually appropriated funds are cited on an order for leasing, the following
applies:
The base period of an order for any lease executed by the ordering activity shall be for the
duration of the fiscal year. All ordering activity renewal options under the lease shall be
specified in the delivery order. All orders for leasing shall remain in effect through September
30 of the fiscal year or the planned expiration date of the lease, whichever is earlier, unless t he
ordering activity exercises its rights hereunder to acquire title to the product prior to the
planned expiration date or unless the ordering activity exercises its right to terminate under
GSAR 552.212 -4. Orders under the lease shall not be deemed to obligate succeeding fiscal
year's funds or to otherwise commit the ordering activity to a renewal.
ii. All orders for leasing shall automatically terminate on September 30, unless the ordering
activity notifies the Contractor in writing thirty (30) calendar days prior to the expiration of
such orders of the ordering activity's intent to renew. Such notice to renew shall not bind
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 23
47QSWA18D008F
the ordering activity. The ordering activity has the option to renew each year at the original
rate in effect at the time the order is placed. This rate applies for the duration o f the order.
If the ordering activity exercises its option to renew, the renewal order shall be issued
within 15 days after funds become available for obligation by the ordering activity, or as
specified in the initial order. No termination fees shall apply if the ordering activity does
not exercise an option.
a. Crossing Fiscal Years Within Contract Period. Where an ordering activity has specific authority to
cross fiscal years with annual appropriations, the ordering activity may place an order under this option
to lease product for a period up to the expiration of its period of appropriation availability, or twelve
months, whichever occurs later, notwithstanding the intervening fiscal years.
DISCONTINUANCE AND TERMINATION
Notwithstanding any other provision relating to this SIN, the ordering activity may terminate
products leased under this agreement, at any time during a fiscal year in accordance with the
termination provisions contained in GSAR 552.212 -4(1) Termination for the ordering activity's
convenience, or (m) Termination for cause. Additionally, no termination for cost or fees shall be
charged for non -renewal of an option.
The following terms and conditions may be included.
a. ASSIGNMENT OF CLAIMS
GSAR 552.232-23, Assignment of Claims, is incorporated herein by reference as part of
these lease provisions. The ordering activity's contracting officer will acknowledge the
assignment of claim for a lease in accordance with FAR 32.8. The extent of the assignee's
protection is in accordance with FAR 32.804. Any setoff provision must be in accordance with
FAR 32.803.
b. PEACEFUL POSSESSION AND UNRESTRICTED USE
In recognition of the types of products available for lease and the potential adverse impact to the
ordering activity's
mission, the ordering activity's quiet and peaceful possession and unrestricted use of the
product shall not be disturbed in the event the product is sold by the Contractor, or in the
event of bankruptcy of the Contractor, corporate dissolution of the Contractor, or other event.
The product shall remain in the possession of the ordering activity until the expiration of the
lease. Any assignment, sale, bankruptcy, or other transfer of the leased product by the
Contractor will not relieve the Contractor of its obligations to the ordering activity and will
not change the ordering activity's duties or increase the burdens or risks imposed on the
ordering activity.
c. COMMENCEMENT OF LEASE
The date on which the ordering activity accepts the products is the Commencement Date of the
lease. Acceptance is as defined elsewhere in the contract, or as further specified in the order.
d. INSTALLATION AND MAINTENANCE
Installation and Maintenance, when applicable, normally are not included in the charge for
leasing. The Contractor may require the ordering activity to obtain installation and
maintenance services from a qualified source. The ordering activity may obtain installation
and/or maintenance on the open market, from the Contractor's schedule contract, or from
other sources. The ordering activity may also perform installation and/or maintenance in
house, if qualified resources exist. In any event, it is the responsibility of the ordering
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 24
47QSWA18D008F
activity to ensure that maintenance is in effect for the Lease term for a 11 products leased.
ii. When installation and/or maintenance are ordered under this schedule to be performed by the
Contractor, the payments, terms and conditions as stated in this contract apply. The rates and
terms and conditions in effect at the time the order is issued shall apply during any
subsequent renewal period of the lease. The maintenance rates and terms and conditions may
be added to the lease payments with mutual agreement of the parties.
e. MONTHLY PAYMENTS:
i. Prior to the placement of an order under this Special Item Number, the ordering activity and
the Contractor must agree on a "base value" for the products to be leased. For Lease to
Ownership (Capital Lease) the base value will be the contract purchase price (less any
discounts). For Lease with Option to Own (Operating Lease), the base value will be the
contract purchase price (less any discounts), less a mutually agreed upon residual value (pre -
stated purchase option price at the conclusion of the lease) for the products. The residual value
will be used in the calculation of the original lease payment, lease extension payments, and the
purchase option price.
ii. To determine the initial lease term payment, the Contractor agrees to apply the negotiated
lease factor to the agreed upon base value:
For Example: Lease factor one (1) percent over the rate for the three-year (or other term)
Treasury Bill (T-bill) at the most current U. S. Treasury auction.
The lease payment may be calculated by using a programmed business calculator or by using
"rate" functions provided in commercial computer spreadsheets.
iii. For any lease extension, the extension lease payment will be ba sed on the original residual
value, in lieu of the purchase price. The ordering activity and the Contractor shall agree on a
new residual value based on the estimated fair market price at the end of the extension. The
formula to determine the lease payment will be that in 5.b. Above.
iv. The purchase option price will be the fair market value of the product or payment will be
based upon the unamortized principle, as shown on the payment schedule as of the last
payment prior to the date of transfer of ownership, whichever is less.
V. The point in time when monthly rates are established is subject to negotiation and evaluation at
the order level.
vi. In the event the ordering activity desires, at any time, to acquire title to product leased
hereunder, the ordering activity may make a one-time lump sum payment.
f. LEASE END/DISCONTINUANCE OPTIONS
i. Upon the expiration of the Lease Term, Termination for Convenience, or Termination for Non -
Appropriation, the ordering activity will return the Product to the Contractor unless the
ordering activity by 30 days written notice elects either:
1. to purchase the product for the residual value of the product, or
2. to extend the term of the Lease, as mutually agreed. To compute the lease payment,
the residual value from the preceding lease shall be the initial value of the leased
product. A new residual value shall be negotiated for the extended lease and new
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 25
47QSWA18D008F
lease payments shall be computed.
ii. Relocation - The ordering activity may relocate products to another location within the
ordering activity with prior written notice. No other transfer, including sublease, is permitted.
ordering activity shall not assign, transfer or otherwise dispose of any products, or any interest
therein, or crate or suffer any levy, lien or encumbrance then except those created for the
benefit of Contractor or its assigns.
iii. Returns
Within fourteen (14) days after the date of expiration, non -renewal or termination of a
lease, the ordering activity shall, at its own risk and expense, have the products
packed for shipment in accordance with manufacturer's specifications and return the
products to Contractor at the location specified by Contractor in the continental US,
in the same condition as when delivered, ordinary wear and tear excepted. Any
expenses necessary to return the products to good working order shall be at ordering
activity's expense.
2. The Contractor shall conduct a timely inspection of the returned products and within
45 days of the return, assert a claim if the condition of the product exceeds normal
wear and tear.
3. Product will be returned in accordance with the terms of the contract and
in accordance with Contractor instruction.
4. With respect to software, the ordering activity shall state in writing to the Contractor
that it has:
i. deleted or disabled all files and copies of the software from the equipment on
which it was installed;
ii. returned all software documentation, training manuals, and physical media
on which the software was delivered; and
iii. has no ability to use the returned software.
g. UPGRADES AND ADDITIONS
i. The ordering activity may affix or install any accessory, addition, upgrade, product or device
on the product ("additions") provided that such additions:
1. can be removed without causing material damage to the product;
2. do not reduce the value of the product; and
3. are obtained from or approved by the Contractor and are not subject to the interest
of any third party other than the Contractor.
ii. Any other additions may not be installed without the Contractor's prior written consent. At
the end of the lease term, the ordering activity shall remove any additions which:
1. were not leased from the Contractor, and
2. are readily removable without causing material damage or impairment of
the intended function, use, or value of the product, and restore the product
to its original configuration.
iii. Any additions that are not so removable will become the Contractor's property (lien free).
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 26
47QSWA18D008F
iv. Leases of additions and upgrades must be co -terminus with that of the product.
h. RISK OF LOSS OR DAMAGE
The ordering activity is relieved from all risk of loss or damage to the product during periods of
transportation, installation, and during the entire time the product is in possession of the ordering
activity, except when loss or damage is due to the fault or negligence of the ordering activity. The
ordering activity shall assume risk of loss or damage to the product during relocation, (i.e., moving the
product from one ordering activity location to another ordering activity location), unless the Contractor
shall undertake such relocation.
TITLE
During the lease term, product shall always remain the property of the Contractor. The ordering activity
shall have no property right or interest in the product except as provided in this leasing agreement and
shall hold the product subject and subordinate to the rights of the Contractor. Software and software
licenses shall be deemed personal property. The ordering activity shall have no right or interest in the
software and related documentation except as provided in the license and the lease. Upon the
Commencement Date of the Lease Term, the ordering activity shall have an encumbered license to use
the software for the Lease Term. The ordering activity's encumbered license rights in the software will
be subject to the same rights as provided to a purchaser of a license under the terms of this contract
except that the ordering activity will not have an unencumbered, paid -up license until it has made all
lease payments for the full Lease Term in the case of a Lease To Ownership or has otherwise paid the
applicable purchase option price.
TAXES
The lease payments, purchase option prices, and interest rates identified herein exclude a 11 state and local
taxes levied on or measured by the contract or sales price of the product furnished hereunder. The
ordering activity will be invoiced for any such taxes as Contractor receives such tax notices or
assessments from the applicable local t axing authority. Pursuant to the provisions of FAR 52.229-1 State
and Local Taxes, the ordering activity agrees to pay tax or provide evidence necessary to support an
exemption from the tax.
k. ADDITIONAL LEASE TERMS
Offeror may propose additional lease terms and conditions for billings, payments, and/or invoices, as
long as they are consistent with the terms and conditions specified elsewhere.
INFORMATION TECHNOLOGY CATEGORY HARDWARE SUBCATEGORY
SIN 532420L Option 2 Lease Terms and Conditions
Option 2 Lease Terms and Conditions contains a cancellation clause, in which the fee must be in accordance with
applicable legal principles.
To the extent an Offeror wishes to propose alternative lease terms and conditions that provide for lower
discounts/prices based on the ordering activity's stated intent to fulfill the projected term of a lease including option
years, while at the same time including separate charges for early end of the lease, the following terms apply. These
terms address the timing and extent of the ordering activity's financial obligation including any potential charges for early
end of the lease.
52.207-5 1 Option to Purchase Equipment I Feb 1995
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 27
47QSWA18DO08F
52.227-14 1 Rights in Data -General I May 2014
1. LEASING PRICE LIST NOTICE
a. Contractors must include the following notice in their contract price list for SIN 532420L:
"The ordering activity is responsible for the obligation of funds consistent with applicable law.
Agencies are advised to review the lease terms and conditions contained in this price list prior
to ordering and obligating funding for a lease."
2. STATEMENT OF ORDERING ACTIVITY INTENT
a. The ordering activity and the Contractor understand that a delivery order issued pursuant to this
SIN is a lease arrangement and contemplates the use of the product for the term of the lease
specified in such delivery order (the "Lease Term"). In that regard, the ordering Activity,
as lessee, understands that the lease provisions contained herein and the rate established for the
delivery order are premised on the ordering Activity's intent to fulfill that agreement,
including acquiring products for the period of time specified in the order. Each lease
hereunder shall be initiated by a delivery order which shall, either through a statement of
work or other attachment, specify the product being leased, and the required terms of the
transaction.
Each ordering activity placing a delivery order under the terms of this option intends to
exercise each renewal option and to extend the lease until completion of the Lease Term so
long as the need of the ordering activity for the product or functionally similar product
continues to exist and funds are appropriated. Contractor may request information from the
ordering activity concerning the essential use of the products.
3. LEASE TERM
a. The date on which the ordering activity accepts the products is the Commencement Date of the
lease. For acceptance to occur, the products must operate in accordance with the product's
published specifications and statement of work.
Acceptance shall be in accordance with the terms of the contract or as otherwise negotiated by the
ordering activity and the Contractor.
b. Any lease is executed by the ordering activity on the basis that the known requirement for
such product exceeds the initial base period of the delivery order, which is typically 12
months, or for the remainder of the fiscal year. Pursuant to FAR and/or DFAR 232.703-3(b),
delivery orders with options to renew that are funded by annual (fiscal year) appropriations
may provide for initial base periods and option periods that cross fiscal years as long as the
initial base period or each option period does not exceed a 12 month period. This cross fiscal
year authority does not apply to multi -year leases.
c. The total Lease Term will be specified in each delivery order, including any relevant renewal
options of the ordering activity. All delivery orders, whether for the initial base period or
renewal period, shall remain in effect through September 30 of the fiscal year (unless extended
by statute), through any earlier expiration date specified in the delivery order, or until the
ordering activity exercises its rights hereunder to acquire title to the product prior to such
expiration date. The ordering activity, at its discretion, may exercise each option to extend the
term of the lease through the lease term. Renewal delivery orders shall not be issued for less
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 28
47QSWA18D008F
than all of the product and/or software set forth in the original delivery order. Delivery orders
under this SIN shall not be deemed to obligate succeeding fiscal year funds. The ordering
activity shall provide the Contractor with written notice of exercise of each renewal option as
soon as practicable. Notice requirements may be negotiated on an order -by -order basis.
d. Where an ordering activity's specific appropriation or procurement authority provides for
contracting beyond the fiscal year period, the ordering activity may place a delivery order for
a period up to the expiration of the Lease Term, or to the expiration of the period of
availability of the multi -year appropriation, or whatever is appropriate under the applicable
circumstances.
4. LEASE TERMINATION
a. The ordering activity must elect the Lease Term of the relevant delivery order. The
Contractor (and assignee, if any) will rely on the ordering activity's representation of its
intent to fulfill the full Lease Term to determine the monthly lease.
payments calculated herein.
i. The ordering activity may terminate or not renew leases under this option at no cost,
pursuant to a Termination for Non -Appropriation as defined herein (see paragraph (c)
below). In any other event, the ordering activity's contracting officer may either
terminate the relevant delivery order for cause or Termination for Convenience in
accordance with GSAR 552.212-4 paragraphs (1) and (m).
ii. The Termination for Convenience at the end of a fiscal year allows for separate
charges for the early end of the lease (see paragraph (d) below). In the event of
termination for the convenience of the ordering activity, the ordering activity may be
liable only up to the amount beyond the order's Termination Ceiling. Any
termination charges calculated under the Termination for Convenience clause must be
determined or identified in the delivery order or in the lease agreement.
b. Termination for Convenience of the Ordering Activity: Leases entered into under this option
may not be terminated except by the ordering activity's contracting office responsible for the
delivery order in accordance with GSAR 552.212-4, Contract Terms and Conditions
Commercial Items, paragraph (1) Termination for Convenience of the ordering activity. The
costs charged to the ordering activity as the result of any Termination for Convenience of the
ordering activity must be reasonable and may not exceed the sum of the fiscal year's payment
obligations less payments made to date of termination plus the Termination Ceiling.
c. Termination for Non -Appropriation: The ordering activity reasonably believes that the bona
fide need will exist for the entire Lease Term and corresponding funds in an amount
sufficient to make all payments for the lease Term will be available to the ordering activity.
Therefore, it is unlikely that leases entered into under this option will terminate prior to the
full Lease Term. Nevertheless, the ordering activity's contracting officer may terminate or
not renew leases at the end of any initial base period or option period under this paragraph if
(a) it no longer has a bona fide need for the product or functionally similar product; or (b)
there is a continuing need, but adequate funds have not been made available to the ordering
activity in an amount sufficient to continue to make the lease payments. If this occurs, the
ordering activity will promptly notify the Contractor, and the product lease will be terminated
at the end of the last fiscal year for which funds were appropriated. Substantiation to support
a termination for non- appropriation shall be provided to the Contractor upon request.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 29
47QSWA18D008F
d. Termination Charges: At the initiation of the lease, termination ceilings will be established
for each year of the lease term. The termination ceiling is a limit on the amount that a
Contractor may be paid by the ordering activity on the Termination for Convenience of a lease.
No claim will be accepted for future costs: supplies, maintenance, usage charges or interest
expense beyond the date of termination. In accordance with the bona fide needs rule, all
termination charges must
reasonably represent the value the ordering activity received for the work performed based upon
the shorter lease term. No Termination for Convenience costs will be associated with the
expiration of the lease term.
e. At the order level, the ordering activity may, consistent with legal principles, negotiate
lower monthly payments or rates based upon appropriate changes to the termination
conditions in this section.
4. The following terms and conditions may be included.
a. ASSIGNMENT OF CLAIMS
GSAR 552.232-23, Assignment of Claims, is incorporated herein by reference as part of
these lease provisions. The ordering activity's contracting officer will acknowledge the
assignment of claim for a lease in accordance with FAR 32.8. The extent of the assignee's
protection is in accordance with FAR 32.804. Any setoff provision must be in accordance with
FAR 32.803.
b. PEACEFUL POSSESSION AND UNRESTRICTED USE
In recognition of the types of products available for lease and the potential adverse impact to the
ordering activity's
mission, the ordering activity's quiet and peaceful possession and unrestricted use of the
product shall not be disturbed in the event the product is sold by the Contractor, or in the
event of bankruptcy of the Contractor, corporate dissolution of th e Contractor, or other event.
The product shall remain in the possession of the ordering activity until the expiration of the
lease. Any assignment, sale, bankruptcy, or other transfer of the leased product by the
Contractor will not relieve the Contractor of its obligations to the ordering activity and will
not change the ordering activity's duties or increase the burdens or risks imposed on the
ordering activity.
c. COMMENCEMENT OF LEASE
The date on which the ordering activity accepts the products is the Commencement Date of
the lease. Acceptance is as defined elsewhere in the contract, or as further specified in the order.
d. INSTALLATION AND MAINTENANCE
i. Installation and Maintenance, when applicable, normally are not included in the charge for
leasing. The Contractor may require the ordering activity to obtain installation and
maintenance services from a qualified source. The ordering activity may obtain installation
and/or maintenance on the open market, from the Contractor's schedule contract, or from
other sources. The ordering activity may also perform installation and/or maintenance in
house, if qualified resources exist. In any event, it is the responsibility of the ordering
activity to ensure that maintenance is in effect for the Lease term for all products leased.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 30
47QSWA18D008F
ii. When installation and/or maintenance are ordered under this schedule to be performed by the
Contractor, the payments, terms and conditions as stated in this contract apply. The rates and
terms and conditions in effect at the time the order is issued shall apply during any subsequent
renewal period of the lease. The maintenance rates and terms and conditions may be added to
the lease payments with mutual agreement of the parties.
e. MONTHLY PAYMENTS:
i. Prior to the placement of an order under this Special Item Number, the ordering activity and
the Contractor must agree on a "base value" for the products to be leased. For Lease to
Ownership (Capital Lease) the base value will be the contract purchase price (less any
discounts). For Lease with Option to Own (Opera ting Lease), the base value will be the
contract purchase price (less any discounts), less a mutually agreed upon residual value (pre -
stated purchase option price at the conclusion of the lease) for the products. The residual value
will be used in the calculation of the original lease payment, lease extension payments, and
the purchase option price.
ii. To determine the initial lease term payment, the Contractor agrees to apply the negotiated
lease factor to the agreed upon base value:
For Example: Lease factor one (1) percent over the rate for the three- y ear (or other term)
Treasury Bill (T-bill) at the most current U. S. Treasury auction.
The lease payment may be calculated by using a programmed business calculator or by using
"rate" functions provided in commercial computer spreadsheets.
iii. For any lease extension, the extension lease payment will be based on the original residual
value, in lieu of the purchase price. The ordering activity and the Contractor shall agree on a
new residual value based on the estimated fair market price at the end of the extension. The
formula to determine the lease payment will be that in 5.b. Above.
iv. The purchase option price will be the fair market value of the product or payment will be
based upon the unamortized principle, as shown on the payment schedule as of the last
payment prior to the date of transfer of ownership, whichever is less.
V. The point in time when monthly rates are established is subject to negotiation and evaluation at
the order level.
vi. In the event the ordering activity desires, at any time, to acquire title to product leased
hereunder, the ordering activity may make a one-time lump sum payment.
f. LEASE END/DISCONTINUANCE OPTIONS
i. Upon the expiration of the Lease Term, Termination for Convenience, or Termination for Non -
Appropriation, the ordering activity will return the Product to the Contractor unless the
ordering activity by 30 days written notice elects either:
1. to purchase the product for the residual value of the product, or
2. to extend the term of the Lease, as mutually agreed. To compute the lease payment,
the residual value from the preceding lease shall be the initial value of the leased
product. A new residual value shall be negotiated for the extended lease and new
lease payments shall be computed.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 31
47QSWA18D008F
ii. Relocation - The ordering activity may relocate products to another location within the
ordering activity with prior written notice. No other transfer, including sublease, is permitted.
ordering activity shall not assign, transfer or otherwise dispose of any products, or any
interest therein, or crate or suffer any levy, lien or encumbrance then except those created
for the benefit of Contractor or its assigns.
iii. Returns
Within fourteen (14) days after the date of expiration, non -renewal or termination of a
lease, the ordering activity shall, at its own risk and expense, have the products
packed for shipment in accordance with manufacturer's specifications and return the
products to Contractor at the location specified by Contractor in the continental US,
in the same condition as when delivered, ordinary wear and tear excepted. Any
expenses necessary to return the products to good working order shall be at ordering
activity's expense.
2. The Contractor shall conduct a timely inspection of the returned products and within
45 days of the return, assert a claim if the condition of the product exceeds normal
wear and tear.
3. Product will be returned in accordance with the terms of the contract and in
accordance with Contractor instruction.
4. With respect to software, the ordering activity shall state in writing to the Contractor
that it has:
i. deleted or disabled all files and copies of the software from the equipment on
which it was installed;
ii. returned all software documentation, training manuals, and physical media
on which the software was delivered; and
iii. has no ability to use the returned software.
g. UPGRADES AND ADDITIONS
i. The ordering activity may affix or install any accessory, addition, upgrade, product or device
on the product ("additions") provided that such additions:
1. can be removed without causing material damage to the product;
2. do not reduce the value of the product; and
3. are obtained from or approved by the Contractor, and are not subject to the interest
of any third party other than the Contractor.
ii. Any other additions may not be installed without the Contractor's prior written consent. At
the end of the lease term, the ordering activity shall remove any additions which:
1. were not leased from the Contractor, and
2. are readily removable without causing material damage or impairment of
the intended function, use, or value of the product, and restore the product
to its original configuration.
iii. Any additions that are not so removable will become the Contractor's property (lien free).
iv. Leases of additions and upgrades must be co -terminus with that of the product.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 32
47QSWA18D008F
h. RISK OF LOSS OR DAMAGE
The ordering activity is relieved from all risk of loss or damage to the product during periods of
transportation, installation, and during the entire time the product is in possession of the ordering
activity, except when loss or damage is due to the fault or negligence of the ordering activity. The
ordering activity shall assume risk of to ss or damage to the product during relocation, (i.e., moving the
product from one ordering activity location to another ordering activity location), unless the Contractor
shall undertake such relocation.
i. TITLE
During the lease term, product shall always remain the property of the Contractor. The ordering
activity shall have no property right or interest in the product except as provided in this leasing
agreement and shall hold the product subject and subordinate to the rights of the Contractor.
Software and software licenses shall be deemed personal property. The ordering activity shall have
no right or interest in the software and related documentation except as provided in the license and the
lease. Upon the Commencement Date of the Lease Term, the ordering activity shall have an
encumbered license to use the software for the Lease Term. The ordering activity's encumbered
license rights in the software will be subject to the same rights as provided to a purchaser of a
license under the terms of this contract except that the ordering activity will not have an
unencumbered, paid -up license until it has made all lease payments for the full Lease Term in the case
of a Lease To Ownership or has otherwise paid the applicable purchase option price.
TAXES
The lease payments, purchase option prices, and interest rates identified herein exclude all state and local
taxes levied on or measured by the contract or sales price of the product furnished hereunder. The
ordering activity will be invoiced for any such taxes as Contractor receives such tax notices or
assessments from t h e applicable local taxing authority. Pursuant to the provisions of FAR 52.229-1
State and Local Taxes, the ordering activity agrees to pay tax or provide evidence necessary to support
an ex-emption from the tax.
k. ADDITIONAL LEASE TERMS
Offeror may propose additional lease terms and conditions for billings, payments, and/or invoices, as
long as they are consistent with the terms and conditions specified elsewhere.
Special Item No. 541370GEO: Earth Observation Solutions
Provides geospatial earth observation technologies, products, and services to include, but not limited
to ground, satellite and aerial based sensor data and imagery; worldwide digital transmission, internet,
data, and video services and products through various networks, platforms, and applications. Offerings
include global coverage, imagery, archive storage and distribution, monitoring, basemaps (mosaics),
and earth observation solutions for accurate, mission critica 1 information for uses to include, but not
limited to, environmental, agriculture, meteorology, forestry, fish & wildlife habitats, disaster response
and recovery, defense, maritime, mapping, humanitarian support, transportation, and public safety.
NOTE: Subject to Cooperative Purchasing
FSC/PSC Class D304 IT AND TELECOM -
TELECOMMUNICATIONS AND TRANSMISSION
IT AND TELECOM -TELECOMMUNICATIONS AND TRANSMISSION
FSC/PSC Class D305 IT AND TELECOM- TELEPROCESSING,
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 33
47QSWA18DO08F
TIMESHARE, AND CLOUD COMPUTING
- IT AND TELECOM- TELEPROCESSING, TIMESHARE, AND CLOUD
COMPUTING
FSC/PSC Class D317 IT AND TELECOM- WEB -BASED SUBSCRIPTION
- Creation/Retrieval of IT Related Data Services
Creation/Retrieval of Other Information Services
Web -Based Subscription
FSC/PSC Class D399 IT AND TELECOM- OTHER IT AND TELECOMMUNICATIONS
- Other IT and Telecommunications Services
Special Item No. 54151: Software Maintenance Services
Software maintenance services creates, designs, implements, and/or integrates customized changes to
software that solve one or more problems and is not included with the price of the software. Software
maintenance services includes person -to -person communications regardless of the medium used to
communicate: telephone support, online technical support, customized support, and/or technical expertise
which are charged commercially.
NOTE: Subject to Cooperative Purchasing
Special Item No. 54151ECOM: Electronic Commerce and Subscription Services
Includes value added network services, e-mail services, Internet access services, electronic subscription
services, data transmission services, and emerging electronic commerce technologies.
NOTE: Subject to Cooperative Purchasing
Special Item No. 54151 S: Information Technology Professional Services
IT Professional Services and/or labor categories for database planning and design; systems analysis,
integration, and design; programming, conversion and implementation support; network services,
data/records management, and testing.
NOTE: Subject to Cooperative Purchasing
Commercial Job Title: Consulting Engineer
Minimum/General Experience: Has approximately 5 years of experience. Possesses understanding
covering the planning, research, development, design, testing, evaluation, production, analysis,
and implementation of information systems, programs and equipment. Provides technical
assistance to others working on requirements, definition, system requirements analysis, system level
design and integration, operations support planning and/or the coordination of the preparation of
system development specifications and specialty engineering plans. May be skilled in systems
engineering, electrical engineering or industrial engineering activities.
Functional Responsibility: Working under close supervision, person provides technical or scientific
and project support for multiple large-scale projects that cross -cut multiple specialization and product
development areas. Applies advanced business and/or technical expertise to assist others with
defining, analyzing, validating and documenting complex customer operating environments, states
of technology and current engineering processes. Provides advanced technical support to others
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 34
47QSWA18DO08F
involved in applying specialized knowledge to complex customer processes and requirements.
Supports complex technical investigations through advanced research techniques, analysis or
development phases of engineering projects. Works with other engineering disciplines in the
development and application of processes to improve quality, reliability, cost customer appeal, and
satisfaction.
Minimum Education: B.A. or B.S. in Computer Science, Engineering, Mathematics, Economics or
Business.
Commercial Job Title: Information Architect
Minimum/General Experience: Has approximately 2 years of experience with skills covering the
planning, research, development, design, testing, evaluation, production, analysis, and implementation of
multi -tier network configurations for web enabled applications. Possesses a clear understanding of the
interrelationships of firewalls, network devices, and servers and clear knowledge of a specific web enabling
technology (i.e. Microsoft or Netscape servers). Possesses experience with database and/or email
integration, Internet network design (DMZ, routers, switching) and system administration practices.
Functional Responsibility: Designs Intranet/Intemet/Extranet architectures and develops implementations
plans; administration activity; i.e., hardware, security, firewalls. Implements security architecture using
LDAP, SSL and firewalls. Installs, configures and maintains all Intranet/Intemet/Extranet tools, databases
and features; provides support to e-commerce and other systems. Implements server design, development,
and operation as well as analyze and develop requirements for hardware sizing/capacity, data validation,
security and integration points to other applications.
Minimum Education: B.S. in Engineering, Mathematics, Computer Science, Operations Research, or
applied science.
Commercial Job Title: Project Manager
Minimum/General Experience: Has approximately 2 years of experience within information system
project -oriented environments. Leads planning, scheduling, monitoring, and reporting activities for
projects. Facilitates needs assessment and development of recommended project control solutions to be
used for planning, scheduling and tracking of each project though integration of various project
management tools. Develops project controls and reporting procedures. Assists in the training of the
project team on application of the procedures. Analyzes project progress/costs and
assists with development and evaluation of alternatives when the project falls behind schedule or exceeds
budget. Develops and delivers presentations to customer management. Integrates specific industry
methodologies to appropriate project management solutions.
Functional Responsibility: Possesses a thorough understanding of the process requirements and provide b o
t h technical and management oversight of the project. Responsible for customer satisfaction, serves as the
single point of contact, compliance with the Statement of Work, project planning and management,
resource allocation, and reporting.
Minimum Education: B.S. in Engineering, Mathematics, Computer Science, Operations Research, or
applied science.
Commercial Job Title: Senior Consulting Engineer
Minimum/General Experience: Has approximately 10 years of experience. Possesses
understanding covering the planning, research, development, design, testing, evaluation,
production, analysis, and implementation of information systems, programs and equipment.
Provides technical assistance to others working on requirements, definition, system requirements
analysis, system level design and integration, operations support planning and/or the coordination of
the preparation of system development specifications and specialty engineering plans. May be
skilled in systems engineering, electrical engineering or industrial engineering activities.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 35
47QSWA18D008F
Functional Responsibility: Provides supervision, person provides technical or scientific and project
support for multiple large- scale projects that cross -cut multiple specialization and product
development areas. Applies advanced business and/or technical expertise to assist others with
defining, analyzing, validating and documenting. complex customer operating environments, states of
technology and current engineering processes. Provides advanced technical support to others involved
in applying specialized knowledge to complex customer processes and requirements. Supports
complex technical investigations through advanced research techniques, analysis or development phases of
engineering projects. Works with other engineering disciplines in the development and application of
processes to improve quality, reliability, cost customer appeal, and satisfaction.
Minimum Education: B.S. in Engineering, Mathematics, Computer Science, Operations Research, or
applied science.
Commercial Job Title: Senior Consulting Engineer
Minimum/General Experience: Has approximately 10 years of experience. Possesses
understanding covering the planning, research, development, design, testing, evaluation,
production, analysis, and implementation of information systems, programs and equipment.
Provides technical assistance to others working on requirements, definition, system requirements
analysis, system level design and integration, operations support planning and/or the coordination of
the preparation of system development specifications and specialty engineering plans. May be
skilled in systems engineering, electrical engineering or industrial engineering activities.
Functional Responsibility: Provides supervision, person provides technical or scientific and project
support for multiple large- scale projects that cross -cut multiple specialization and product
development areas. Applies advanced business and/or technical expertise to assist others with
defining, analyzing, validating and documenting. complex customer operating environments, states of
technology and current engineering processes. Provides advanced technical support to others involved
in applying specialized knowledge to complex customer processes and requirements. Supports
complex technical investigations through advanced research techniques, analysis or development
phases of engineering projects. Works with other engineering disciplines in the development and
application of processes to improve quality, reliability, cost customer appeal, and satisfaction.
Minimum Education: B.S. in Engineering, Mathematics, Computer Science, Operations Research, or
applied science.
Commercial Job Title: Senior Information Architect
Minimum/General Experience: Has approximately 7 years of experience with skills covering the
planning, research, development, design, testing, evaluation, production, analysis, and implementation of
multi -tier network configurations for web enabled applications. Possesses a clear understanding of the
interrelationships of firewalls, network devices, and servers and clear knowledge of a specific web enabling
technology (i.e. Microsoft or Netscape servers). Possesses experience with database and/or email
integration, Internet network design (DMZ, routers, switching) and system administration practices.
Functional Responsibility: Provides supervision, person designs Intranet/Internet/Extranet architectures and
develops implementations plans; administration activity; i.e., hardware, security, firewalls. Implements
security architecture using LDAP, SSL and firewalls. Installs, configures and maintains all
Intranet/Internet/Extranet tools, databases and features; provides support to e-commerce and other systems.
Implements server design, development, and operation as well as analyze and develop requirements for
hardware sizing/capacity, data validation, security and integration points to other applications.
Minimum Education: B.S. in Engineering, Mathematics, Computer Science, Operations Research, or applied
science
Commercial Job Title: Senior Project Manager
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 36
47QSWA18D008F
Minimum/General Experience: Has approximately 7 years' experience within information system
project -oriented environments. Leads planning, scheduling, monitoring, and reporting activities for
projects. Facilitates needs assessment and development of recommended project control solutions to
be used for planning, scheduling and tracking of each project though integration of various project
management tools. Develops project controls and reporting procedures. Assists in the training of the
project team on application of the procedures. Analyzes project progress/costs and assists with
development and evaluation of alternatives when the project falls behind schedule or exceeds
budget. Develops and delivers presentations to customer management. Integrates specific industry
methodologies to appropriate project management solutions.
Functional Responsibility: Provides supervision, person possesses a thorough understanding of the
process requirements and provide both technical and management oversight of the project.
Responsible for customer satisfaction, serves as the single point of contact, compliance with the
Statement of Work, project planning and management, resource allocation, and reporting.
Minimum Education: B.S. in Engineering, Mathematics, Computer Science, Operations Research, or
applied science.
Labor Category
August 2022
August 2023
August 2023
August 2024
August 2024
August 2025
August 2025
August 2026
August 2026
August 2027
August 2027
August 2028
YEAR 5 YEAR 6 YEAR 7 YEAR 8 YEAR 9 YEAR 10
Consultant Engineer
Information Architect
Project Manager
Senior Consulting Engineer
Senior Information
Architect
Senior Project Manager
222.68
229.27
236.06
243.04
250.24
257.64
217.64
224.08
230.71
237.54
244.57
251.82
217.64
224.08
230.71
237.54
244.57
251.82
255.74
263.30
271.10
279.12
287.39
295.89
278.49
286.73
295.21
303.95
312.95
322.21
272.76
280.83
289.14
297.69
306.51
315.58
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 37
47QSWA18D008F
Special Item No. 561422: Automated Contact Center Solutions (ACCS)
ACCS is defined as any combination of products, equipment, software and/or services that are required to
establish and maintain contact center capabilities managed by the contractor for an agency. These include
a wide range of automated and attended managed solutions that allow agencies to respond to inquiries
from the public. Permissible offerings under this SIN may include any technologies or services required
to deliver and support ACCS to agencies, including but not limited to: • Technology: Automated services
to include but not limited to Artificial Intelligence (AI), Chat Bots, Robotic Process Automation,
Interactive Voice Response (IVR), Voice/Speech Recognition, Text -to -Speech, Voicemail, Callback, Web
Callback, Email Delivery, Hosted Online Ordering, Hosted Email Web Form, Hosted FAQ Service, etc.
NOTE: Subject to Cooperative Purchasing
Special Item No. 611420: Information Technology Training
Includes training on hardware, software, cloud, and
other applicable systems. NOTE: Subject to
Cooperative Purchasing
FSC/PSC Class U012 EDUCATION/TRAINING-
INFORMATION TECHNOLOGY/TELECOMMUNICATIONS
TRAINING
Training Courses for Information Technology Equipment and Software
Special Item No. 811212: Maintenance of Equipment, Repair Services and/or Repair/Spare
Parts
Maintenance, Repair Service, and Repair Parts/Spare Parts for Government -Owned General Purpose
Commercial Information Technology Equipment, Radio/Telephone Equipment
NOTE: Subject to Cooperative Purchasing
FSC/PSC Class J070 - Maintenance and Repair Service)(Repair Parts/Spare Parts - See FSC Class for
basic equipment)
FSC/PSC Class J058 — Maintenance and Repair of Communication Equipment
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 38
47QSWA18D008F
INFORMATION TECHNOLOGY CATEGORY HARDWARE SUBCATEGORY
SIN 811212 Hardware Maintenance Order Terms
1) Service Areas
a) The maintenance and/or repair service rates per the contract are applicable to any ordering
activity locations within a_(**insert miles) mile radius of the Contractor/Original Equipment
Manufacturer (OEM) service points.. If any additional charge is to apply because of the greater
distance from the Contractor/OEM service locations, the mileage rate or other distance factor
shall be negotiated at the Task Order level.
b) When maintenance and/or repair services cannot be performed at the ordering activity
installation site, the repair services will be performed at the Contractor's plant(s) listed below:
Address
City
State Zip Code
2) Loss or Damage
When the Contractor moves equipment to its/OEM location for repairs, the Contractor shall be
responsible for any damage or loss, from the time the equipment is removed from the ordering activity
installation, until the equipment is returned to such installation.
3) Scope
a) The Contractor shall provide maintenance for all equipment listed herein, as requested by the ordering
activity during the contract term. Repair service and repair parts/spare parts shall apply exclusively to
the equipment types/models within the scope of the Information Technology Category.
b) Equipment placed under maintenance service shall be in good operating condition.
i. In order to determine that the equipment is in good operating condition, the equipment shall be
subject to inspection by the Contractor, without charge to the ordering activity.
ii. Costs of any repairs performed for the purpose of placing the equipment in good operating
condition shall be borne by the Contractor, if the equipment was under the Contractor/OEM
guarantee/warranty or maintenance responsibility prior to the effective date of the maintenance
order.
iii. If the equipment was not under the Contractor/OEM responsibility, the costs necessary to place
the equipment in proper operating condition are to be borne by the ordering activity, in
accordance with the provisions of the contract.
4) Responsibilities
a) For equipment not covered by a maintenance contract or warranty, repair service personnel shall
complete repairs as soon as possible after notification by the ordering activity that service is required.
Within the service areas, this repair service should normally be done within 4 hours after notification.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 39
47QSWA18DO08F
b) If the Ordering Activity task or delivery order specifies a factory authorized/certified service personnel
then the Contractor is obligated to provide such a factory authorized/certified service personnel for the
equipment to be repaired or serviced, unless otherwise agreed to in advance between the Ordering
Activity and the Contractor.
5) Maintenance Rate Provisions
a) The Contractor shall bear all costs of maintenance, including labor, parts, and such other expenses
as are necessary to keep the equipment in good operating condition, provided that the required
repairs are not occasioned by fault or negligence of the ordering activity.
i. Regular Hours: The basic monthly rate for each make and model of equipment
shall entitle the ordering activity to maintenance service during a mutually agreed
upon nine (9) hour principal period of maintenance, Monday through Friday,
exclusive of holidays observed at the ordering activity location.
ii. After Hours: Should the ordering activity require that maintenance be performed
outside of regular hours, charges for such maintenance, if any, will be specified in
the GSA Price List (I-FSS-600 CONTRACT PRICE LISTS (OCT 2016).
Periods of less than one hour will be prorated to the nearest quarter hour.
iii. Travel and Transportation: If any charge is to apply, over and above the regular
maintenance rates, due to the distance between the ordering activity location and
the Contractor/OEM's service area, the charge will be negotiated at the Task Order
level.
Yes No
Indicate if there will be an additional charge for
travel and transportation.
a) Quantity Discounts from listed maintenance service rates for multiple equipment owned
and/or leased by an ordering activity shall be provided below.
Quantity Range Discounts
Units %
Units %
Units %
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 40
47QSWA18DO08F
INFORMATION TECHNOLOGY CATEGORY HARDWARE SUBCATEGORY
SIN 811212 Hardware Repair Service Order Terms
1) Service Areas
a) The maintenance and/or repair service rates per the contract are applicable to any ordering
activity locations within a_(**insert miles) mile radius of the Contractor/Original Equipment
Manufacturer (OEM) service points.. If any additional charge is to apply because of the greater
distance from the Contractor/OEM service locations, the mileage rate or other distance factor
shall be negotiated at the Task Order level.
b) When maintenance and/or repair services cannot be performed at the ordering activity
installation site, the repair services will be performed at the Contractor's plant(s) listed
below:
Address
City
State Zip Code
2) Loss or Damage
When the Contractor moves equipment to its/OEM location for repairs, the Contractor shall be
responsible for any damage or loss, from the time the equipment is removed from the ordering activity
installation, until the equipment is returned to such installation.
3) Scope
a) The Contractor shall provide maintenance for all equipment listed herein, as requested by the
ordering activity during the contract term. Repair service and repair parts/spare parts shall
apply exclusively to the equipment types/models within the scope of the Information
Technology Category.
b) Equipment placed under maintenance and/or service shall be in good operating condition.
i) In order to determine that the equipment is in good operating condition, the
equipment shall be subject to inspection by the Contractor, without charge to
the ordering activity.
ii) Costs of any repairs performed for the purpose of placing the equipment in good
operating condition shall be borne by the Contractor, if the equipment was under
the Contractor/OEM guarantee/warranty or maintenance responsibility prior to
the effective date of the maintenance order.
iii) If the equipment was not under the Contractor/OEM responsibility, the costs
necessary to place the equipment in proper operating condition are to be borne by
the ordering activity, in accordance with the provisions of the contract.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 41
47QSWA18DO08F
4) Responsibilities
a) For equipment not covered by a maintenance contract or warranty, repair service personnel
shall complete repairs as soon as possible after notification by the ordering activity that
service is required. Within the service areas, this repair service should normally be done
within 4 hours after notification.
b) If the Ordering Activity task or delivery order specifies a factory authorized/certified service
personnel then the Contractor is obligated to provide such a factory authorized/certified
service personnel for the equipment to be repaired or serviced, unless otherwise agreed to in
advance between the Ordering Activity and the Contractor.
5) Repair Service Rate Provisions
a) Charges for repair service will include the labor charge, computed at the rates set forth
below, for the time during which repairmen are actually engaged in work, and, when
applicable, the charge for travel or transportation.
b) Multiple Machines: When repairs are ordered by the ordering activity on two or more
machines located in one or more buildings within walking distance of each other, the
charges will be computed from the time the repairman commences work on the first
machine, until the work is completed on the last machine. The time required to go from one
machine to another, or from one building to another, will be considered actual work
performance, and chargeable to the ordering activity, provided the time consumed in going
between machines (or buildings) is reasonable.
c) At the Contractor/OEM's Facility
i) When equipment is returned to the Contractor/OEM's Facility for adjustments or
repairs which are not covered by the guarantee/warranty provision, the cost of
transportation, packing, etc.from the ordering activity location to the Contractor's plant,
and return to the ordering activity location, shall be borne by the ordering activity.
ii) The ordering activity should not return defective equipment to the Contractor/OEM for
adjustments and repairs or replacement without prior consultation and instruction.
d) At the Ordering Activity Location (Within Established Service Areas)
i) When equipment is repaired at the ordering activity location, and repair service
rates are established for service areas or zones, the listed rates are applicable to any
ordering activity location within such service areas or zones.
No extra charge, time, or expense will be allowed for travel or transportation of
repairmen or machines to or from the ordering activity office; such overhead is
included in the repair service rates.
e) At the Ordering Activity Location (Outside Established Service Areas)
i) If repairs are to be made at the ordering activity location, and the location is outside
the service area terms defined in the GSA Price list. Rates negotiated at the task order
will apply.
ii) When the overall travel charge computed at the above mileage rate is unreasonable
(considering the time required for travel, actual and necessary transportation costs, and
the allowable ordering activity per diem rate for each night the repairman is required
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 42
47QSWA18D008F
to remain overnight at the ordering activity location), the ordering activity shall have
the option of reimbursing the Contractor for actual costs, provided that the actual costs
are reasonable and allowable. The Contractor shall furnish the ordering activity with
a report of travel performed and related expenses incurred. The report shall include
departure and arrival dates, times, and the applicable mode of travel.
fl Labor Rates
i) Regular Hours: Contract rates shall entitle the ordering activity to repair service
during the period 8:00 a.m. to 5:00 p.m., Monday through Friday, exclusive of
holidays observed at the ordering activity location. There shall be no additional
charge for repair service, which was requested during regular hours, but performed
at the convenience of the Contractor outside the regular hours.
ii) After Hours: Should the ordering activity require that service be performed outside
of regular hours, charges for such service, if any, will be specified in the GSA Price
List (I -FSS-600 CONTRACT PRICE LISTS (OCT 2016). Periods of less than one
hour will be prorated to the nearest quarter hour.
iii) Sundays and Holidays: When the ordering activity requires that repair service be
performed on Sundays and Holidays observed at the ordering activity location, the
Sundays and Holidays repair service rates shall apply, and will be specified in the
GSA Price List (I-FSS-600 CONTRACT PRICE LISTS (OCT 2016). Periods of less
than one hour will be prorated to the nearest quarter hour.
Repair Service Rates
Minimum Charge * - Hourly Rate - After Hourly Rate - Sunday and
Regular Hours Hours Holidays
Contractor/OEM Facility
Ordering Activity Location
(Within Established
Service Areas)
Ordering Activity Location
(Outside Established Service
Areas)
*MINIMUM CHARGES INCLUDE FULL HOURS ON THE JOB
4) Repair Parts/Spare Parts Rate Provision
a) All parts, furnished as spares or as repair parts in connection with the repair of equipment,
unless otherwise indicated in the GSA Price list shall be new, standard parts manufactured by
the OEM.
b) All parts shall be furnished at the prices indicated in the Contractor's commercial pricelist datedat a
Discount of ---- % from such listed prices.
Special Item No. 333429: 3D Printing Solutions and Additive Manufacturing Solutions
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 43
47QSWA18D008F
333249 Includes printers; ancillary equipment, technical services and supplies required to generate
functional prototype images and printed objects. Equipment may include all classes and sizes of 3D
Printers, laser imaging devices, post processing devices and ancillary accessories and software to produce
functional items. Technical services include but are not limited to: 3D Printing and laser imaging to
produce a digital file used to generate functional prototype images and printed objects. All types of
consumables and other items related to this SIN are included.
Special Item No. 518210ERM: Electronic Records Management
518210ERM Electronic Records Management Solutions provide a comprehensive capability to solve the
complex challenges posed by the movement, manipulation, archiving, security, and management of
electronic records. The vendor provides professional management and administrative support personnel
with the necessary skills to perform effective record management services for both classified and/or
unclassified records. The services are provided using either Government or vendor equipment and facilities
or a combination of both. The objective of electronic records management services is to permit the access,
maintenance, control, storage, disposition, and transfer of electronic records. Includes any ancillary supplies
and/or services necessary to provide a total electronic records management solution.
Vendor Certification for SIN 518210ERM -
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 44
47QSWA18DO08F
DocuSign Envelope ID: C1F48D18-8E78-4C8C-BFOE-538241A72803
SIN 518210ERM Vendor Certification for Electronic Records
Management Solutions
Version 3.0 (As of MAS Refresh 18)
For the purposes of the MAS Solicitation, eight (8) specific elements of Electronic Records
Management (ERM) Services have been identified. These 8 elements are fully defined and the
corresponding requirements are identified in NARA's Universal Electronic Records Management
Requirements spreadsheet attachment to the Solicitation. These requirements have been
established and are administered by the National Archives and Records Administration (NARA).
Vendors may provide any combination of the 8 elements of ERM solutions; however, vendors
must certify that they are capable of meeting all standards associated with the elements they
propose by completing this self -certification. Vendors must include a completed copv of this
certification in their published GSA MAS Contract Price List to help illustrate their ERM
capabilities to federal customer aaencies.
Proposed Elements of Electronic Records Management Services:
By selecting the below Elements, you are self -certifying you meet NARA's Universal ERM
Requirements for that Element. Select all Elements that apply.
X Element 1 - Office Management Applications
X Element 2 - Electronic Messages
X Element 3 - Social Media
❑Element 4 - Websites
X Element 5 - Photographs (Born -Digital and Scanned Images)
X Element 6 - Digital Audio and Video
X Element 7 - Structured Data
X Element 8 - Shared Drives
In the space below you must provide a brief summary description for each of the above
Elements that you have checked off. The summary must include which ERM products/
services/ solutions- currently awarded under SIN 518210ERM of your MAS contract- are
related to the respective Element. Example questions are provided for each Element to assist
with your response. Those questions are based on NARA's Universal Electronic Records
Management Requirements and reflect common questions from agencies. If you cannot provide
a summary description for a given Element, or you do not currently offer
products/services/solutions under SIN 518210ERM related to that Element, you cannot self -
certify that Element on this form. Please use as much space as you need below, but be concise!
Please respond as "Not applicable" for any Element you did not select above.
The specifics of your below responses are not part of the evaluation criteria for adding SIN
518210ERM. The intention of the below section is to assist agencies with market research and
DocuSign Envelope ID: C1 F48D1 8-8E78-4C8C-BF0E-538241A72803
help agencies understand your offerings / capabilities as they relate to the above ERM
Elements you have selected.
If you have questions about the above ERM Elements and the information on NARA's Universal
ERM Requirements spreadsheet, please contact NARA's Records Management Policy Team at
rmpolicy@nara.gov.
Element 1 - Office Management Applications
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 1. Some example questions to consider are: Which office management applications
does your service/solution manage (e.g. Microsoft 365, Google Workspace, etc.)? How do you associate Office
Management documents with a records schedule? How do you apply metadata to Office Management documents?
The Alfresco Digital Business Platform provides out -of -the -box capabilities for office
management, alleviating the need for 3rd party collaboration tools in many scenarios. These
features include version control, redaction, annotations, basic workflow, and record
management. The Alfresco Enterprise Viewer also provides the option to actively collaborate
on documents and annotations in real-time.
Alfresco provides native connectivity directly to Office products via Alfresco Office Services.
Office 365 is fully supported through an add -on plugin, available for an additional charge, which
provides significantly higher functionality. Users can edit Microsoft Office documents including
Word, Excel and PowerPoint that are stored in Alfresco from the Digital Workspace directly in
Office 365 Online.
Alfresco also provides the Google Docs Integration, which allows you to use Google Docs to
edit document content stored in Alfresco Content Services, as an alternative to the online and
offline editing capabilities in Alfresco Share.
Alfresco provides a very flexible Content Model that allows you to create and manage your own
custom property models. Customers can create custom types, aspects, and properties to apply
to documents. Taxonomy is applied using rules within the Alfresco environment so that, when
content is added, the proper content model (taxonomy) is applied to the added content. Once
content is stored in the Alfresco content repository, moving it to Records Management can be
triggered by a file rule, metadata properties, or ad -hoc user task.
Element 2 - Electronic Messages
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 2. Some example questions to consider are: Which electronic messages does your
service/solution manage (e.g. SMS/MMS, iMessage, WhatsApp, social media messages, voicemail, etc.)? Are you
able to capture SMS/MMS at the carrier -level? How do you apply metadata to electronic messages? Where are
records stored (e.g. managed in the system in which they were created or in a dedicated recordkeeping system)?
Alfresco manages virtually any file format for storage, workflow, and records management
capabilities. Records are stored in their native file format in the Alfresco repository, which can
have a backend database of choice (Standard DB, S3 Bucket, etc.) There are purpose-built
DocuSign Envelope ID: C1 F48D1 8-8E78-4C8C-BF0E-538241A72803
integration methods for monitoring email messages for easy ingestion and metadata capture.
Emails and attachments can be ingested into the Alfresco Content Services solution and made
available via IMAP or the Outlook plugin. Alfresco then displays files using a transform engine to
allow visibility through the Alfresco viewer. Alfresco does not support SMS/MMS capture at the
carrier level, but using open APIs enables easy configuration to 3rd party tools built for this
purpose.
Element 3 - Social Media
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 3. Some example questions to consider are: Which social media platforms does your
solution/services capture and manage (e.g. Facebook, You Tube, Instagram, WordPress)? What technology is used
to capture social media records? What frequency can your solution/services capture? How do you address changes
in what social media platforms allow for capture?
Alfresco can manage social media posts as per any other content via use of Alfresco Federation
Services. While the social media itself remains in its original storage location, it can be tracked
and made subject to records management and additional Alfresco functions. The frequency of
capture can be configured via the job scheduler, which can be trigger based, time -bled, or a
combination of the two.
Questions for Element 4 - Websites
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 51821OERM that
help agencies meet Element 4. Some example questions to consider are: What technology do you use to crawl
websites? Do you have the capability to capture internal and external sites? What formats do you use for web
captures? Can you capture websites in NARA-acceptable formats? What quality assurance processes/tools do you
offer?
Not applicable.
Questions for Element 5 - Photographs (Born -Digital and Scanned Images)
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 5. Some example questions to consider are: How do you associate Photographs with a
records schedule? How do you apply metadata for categorization and searchability to Photographs?
The Alfresco DBP manages content in its native format, and based on that format, applies the
necessary metadata related to the content type. For photos and digital images, Alfresco will
apply standard metadata properties that include Name, Title, Author, Created Date, etc. - but in
addition will apply metadata around the photo itself, including the EXIF data. The EXIF data
includes data and time of capture, photo size, resolution, camera manufacturer, etc.
Photos and digital images are stored in the Alfresco content repository using the database of
choice (S3 bucket, Standard DB, etc.), where Records Management capabilities can be applied
in a variety of ways including folder rules, ad -hoc user task, or metadata properties.
Questions for Element 6 - Digital Audio and Video
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 6. Some example questions to consider are: How do you associate Digital Audio and
DocuSign Envelope ID: C1F4BD18-8E78-4C8C-BFOE-53824lA72BO3
Video files with a records schedule? How do you apply metadata for categorization and searchability to Digital Audio
and Video?
Alfresco can import, store, and manage virtually any file format, including audio and video files.
The Alfresco Enterprise Viewer provides viewing and redaction capabilities for photos or videos
stored within Alfresco. Metadata properties are defined in the content modeler and can be
driven based on folder rules or document type as they are ingested into Alfresco. Video and
audio files are stored in the Alfresco content repository, where Records Management
capabilities can be applied in a variety of ways including folder rules, ad -hoc user task, or
metadata properties.
Questions for Element 7 - Structured Data
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 51821OERM that
help agencies meet Element 7. Some example questions to consider are: What is your approach to managing
structured data? Do you offer solutions additional to what the agency uses, work with their current systems, or both?
Alfresco provides a highly configurable content model allowing virtually any information to be
captured as meta -data relevant to a content item. Meta -data stored is subject to the same
records management capability as the content itself. Using this content model key structured
data can be stored alongside unstructured data.
Questions for Element 8 - Shared Drives
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 8. Some example questions to consider are: What capabilities does your
solution/services provide for identifying duplicates? What other organizational methods do you employ for managing
shared drives?
Out of the box, Alfresco prevents uploading a file with the same name and will identify that via
naming convention. Duplicate detection is also available via the search engine.
Alfresco recommends leveraging Federation Services for managing content stored in shared
drives. Alfresco Federation provides a powerful and easy way to search and manage content
federated from leading business systems and content management applications. Manage in
place functionality allows you to access, control, and govern content residing in more than sixty
different business and content repository types. This provides a single view of information
across different content systems, by synchronizing content into Alfresco Content Services. By
connecting information from different systems, you can provide a single view of information
stored across multiple repositories.
Hyland Software, Inc. hereby certifies that we are capable of meeting all standards described in
the solicitation and NARA's Universal Electronic Records Management Requirements
attachment for each of the sections of ERM Elements we have proposed, as indicated above.
DDooccuSigned by:
Hyland Software, Inc
DocuSign Envelope ID: C1F4BD18-8E78-4C8C-BFOE-538241A72803
(To be signed only by an authorized principal, with authority to bind the undersigned
contractor)
Leonard Kim
Name (Printed)
Chief Product Officer
Title
4/30/24
Date
Change log for Version 3.0
1. The following ERM Elements were removed or updated in order to remain at parity with the Elements listed in NARA's
Universal Electronic Records Management Requirements spreadsheet (Version 3)
o Removed Cloud Services
o Removed Engineering Drawings
o Changed Digital Media (Photo) to Photographs
o Combined Digital Audio and Video
2. The following ERM Elements names have been updated to remove the reference to their former name used in Version 1
of this document:
o Element 1 - Office Management Applications: removed "(formerly 'Desktop Applications')" from the Element
name
o Element 7 - Structured Data: removed "(formerly 'Databases')" from the Element name
3. Added requirement for contractors to provide a brief summary of awarded offerings for each ERM Element that they self -
certify. Added instructional language along with example questions for each Element to assist contractors with their
responses.
DocuSign Envelope ID: E6833937-348C-477A-B6F3-E8E000D56597
SIN 518210ERM Vendor Certification for Electronic Records
Management Solutions
Version 3.0 (As of MAS Refresh 18)
For the purposes of the MAS Solicitation, eight (8) specific elements of Electronic Records
Management (ERM) Services have been identified. These 8 elements are fully defined and the
corresponding requirements are identified in NARA's Universal Electronic Records Management
Requirements spreadsheet attachment to the Solicitation. These requirements have been
established and are administered by the National Archives and Records Administration (NARA).
Vendors may provide any combination of the 8 elements of ERM solutions; however, vendors
must certify that they are capable of meeting all standards associated with the elements they
propose by completing this self -certification. Vendors must include a completed copv of this
certification in their published GSA MAS Contract Price List to help illustrate their ERM
capabilities to federal customer agencies.
Proposed Elements of Electronic Records Management Services:
By selecting the below Elements, you are self -certifying you meet NARA's Universal ERM
Requirements for that Element. Select all Elements that apply.
E Element 1 - Office Management Applications
■ Element 2 - Electronic Messages
■ Element 3 - Social Media
■ Element 4 - Websites
■ Element 5 - Photographs (Born -Digital and Scanned Images)
■ Element 6 - Digital Audio and Video
■ Element 7 - Structured Data
■ Element 8 - Shared Drives
In the space below you must provide a brief summary description for each of the above
Elements that you have checked off. The summary must include which ERM products/
services/ solutions — currently awarded under SIN 518210ERM of your MAS contract — are
related to the respective Element. Example questions are provided for each Element to assist
with your response. Those questions are based on NARA's Universal Electronic Records
Management Requirements and reflect common questions from agencies. If you cannot provide
a summary description for a given Element, or you do not currently offer
products/services/solutions under SIN 518210ERM related to that Element, you cannot self -
certify that Element on this form. Please use as much space as you need below, but be concise!
Please respond as "Not applicable" for any Element you did not select above.
The specifics of your below responses are not part of the evaluation criteria for adding SIN
518210ERM. The intention of the below section is to assist agencies with market research and
DocuSign Envelope ID: E6833937-348C-477A-B6F3-E8E000D56597
help agencies understand your offerings / capabilities as they relate to the above ERM
Elements you have selected.
If you have questions about the above ERM Elements and the information on NARA's Universal
ERM Requirements spreadsheet, please contact NARA's Records Management Policy Team at
rmpolicy@nara.gov.
Element 1 - Office Management Applications
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 1. Some example questions to consider are: Which office management applications
does your service/solution manage (e.g. Microsoft 365, Google Workspace, etc.)? How do you associate Office
Management documents with a records schedule? How do you apply metadata to Office Management documents?
The AvePoint platform broadly supports and manages data within office automation and
productivity suites, including Microsoft (e.g., Office 365, Dynamics 365, Exchange, Power
Platform..., etc.), Google Workspace, and Salesforce. For records management, AvePoint
applies metadata tagging to support a records schedule using a rules -based engine that can
include logic such as filename, location, contents, file type, etc., to apply management rules
based on applied tags.
Element 2 - Electronic Messages
Please provide a brief summary of yourawarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 2. Some example questions to consider are: Which electronic messages does your
service/solution manage (e.g. SMS/MMS, iMessage, WhatsApp, social media messages, voicemail, etc.)? Are you
able to capture SMS/MMS at the carrier -level? How do you apply metadata to electronic messages? Where are
records stored (e.g. managed in the system in which they were created or in a dedicated recordkeeping system)?
The AvePoint platform primarily supports SMS messages for Omni -channel communications in
solutions for citizen services. Messages are captured using third -party communication solutions
such as Twilio. Metadata is applied when content, including electronic messages, is captured in
a supported repository. Records are stored using Microsoft content management and database
solutions (e.g., SharePoint and Azure services).
Element 3 - Social Media
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 3. Some example questions to consider are: Which social media platforms does your
solution/services capture and manage (e.g. Facebook, YouTube, Instagram, WordPress)? What technology is used
to capture social media records? What frequency can your solution/services capture? How do you address changes
in what social media platforms allow for capture?
The AvePoint platform captures messages that may be stored in office management
applications, including Microsoft and Google. Metadata is applied when content, including social
media content, is captured in a supported repository. However, it does not manage social
media platforms directly (e.g., Facebook, YouTube, Instagram, WordPress).
Questions for Element 4 - Websites
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 4. Some example questions to consider are: What technology do you use to crawl
DocuSign Envelope ID: E6833937-348C-477A-B6F3-E8E000D56597
websites? Do you have the capability to capture internal and external sites? What formats do you use for web
captures? Can you capture websites in NARA-acceptable formats? What quality assurance processes/tools do you
offer?
The AvePoint platform will capture and manage data within internal sites (e.g., SharePoint). For
internal/intranet sites on SharePoint, full -fidelity quality is ensured as metadata tags are applied
directly to the source content in -place. The AvePoint platform does not currently crawl external
websites/the web for capture.
Questions for Element 5 - Photographs (Born -Digital and Scanned Images)
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 5. Some example questions to consider are: How do you associate Photographs with a
records schedule? How do you apply metadata for categorization and searchability to Photographs?
The AvePoint platform will capture and manage photographs by applying metadata tags to the
digital file. The capability allows categorization, search indexing, and the enforcement of
retention and disposal (and other management rules) as configured by admins in the platform.
Metadata is applied when content, including photograph and general image content, is stored in
a supported repository.
Questions for Element 6 - Digital Audio and Video
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 6. Some example questions to consider are: How do you associate Digital Audio and
Video files with a records schedule? How do you apply metadata for categorization and searchability to Digital Audio
and Video?
The AvePoint platform will capture and manage audio/video content by applying metadata tags
to the digital file. The capability allows categorization, search indexing, and the enforcement of
retention and disposal (and other management rules) as configured by admins in the platform.
Metadata is applied when content, including digital audio and video content, is stored in a
supported repository.
Questions for Element 7 - Structured Data
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 7. Some example questions to consider are: What is your approach to managing
structured data? Do you offer solutions additional to what the agency uses, work with their current systems, or both?
The AvePoint platform captures data that may be stored in office management applications,
including Microsoft and Google. Metadata is applied when content, including structured data, is
captured in a supported repository (e.g., SharePoint, shared drives, file stores). However, the
AvePoint platform does not directly capture structured data databases (e.g., CRM).
Questions for Element 8 - Shared Drives
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 8. Some example questions to consider are: What capabilities does your
solution/services provide foridentifying duplicates? What other organizational methods do you employ for managing
shared drives?
DocuSign Envelope ID: E6833937-348C-477A-B6F3-E8E000D56597
The AvePoint platform integrates directly with Shared Drives and captures and manages file -
share content by applying metadata tags to the files. The capability allows categorization,
search indexing, and the enforcement of retention and disposal (and other management rules)
as configured by admins in the platform. Other capabilities of the solution include a `Storage
Optimization' component that can analyze file content for "ROT' (Redundant, Obsolete, and
Trivial) which includes identifying Duplicate files.
AvePoint hereby certifies that we are capable of meeting all standards described in the
solicitation and NARA's Universal Electronic Records Management Requirements attachment
for each of the sections of ERM Elements we have proposed, as indicated above.
AVEPOINT
Offeror
E DocuSigned by:
tv. tviw
DE4713D18028445.._
KEVIN BRIGGS
Name (Printed)
VP, PUBLIC SECTOR
Title
4/29/2024
Date
Change log for Version 3.0
1. The following ERM Elements were removed or updated in order to remain at parity with the Elements listed in NARA's
Universal Electronic Records Management Requirements spreadsheet (Version 3)
o Removed Cloud Services
o Removed Engineering Drawings
o Changed Digital Media (Photo) to Photographs
o Combined Digital Audio and Video
2. The following ERM Elements names have been updated to remove the reference to their former name used in Version 1
of this document:
o Element 1 - Office Management Applications: removed "(formerly `Desktop Applications')" from the Element
name
o Element 7 - Structured Data: removed "(formerly `Databases')" from the Element name
3. Added requirement for contractors to provide a brief summary of awarded offerings for each ERM Element that they self -
certify. Added instructional language along with example questions for each Element to assist contractors with their
responses.
DocuSign Envelope ID: 94211256-BA2C-4DFF-8EAF-66E462CB4B50
SIN 518210ERM Vendor Certification for Electronic Records
Management Solutions
Version 3.0 (As of MAS Refresh 18)
For the purposes of the MAS Solicitation, eight (8) specific elements of Electronic Records
Management (ERM) Services have been identified. These 8 elements are fully defined and the
corresponding requirements are identified in NARA's Universal Electronic Records Management
Requirements spreadsheet attachment to the Solicitation. These requirements have been
established and are administered by the National Archives and Records Administration (NARA).
Vendors may provide any combination of the 8 elements of ERM solutions; however, vendors
must certify that they are capable of meeting all standards associated with the elements they
propose by completing this self -certification. Vendors must include a completed copy of this
certification in their published GSA MAS Contract Price List to help illustrate their ERM
capabilities to federal customer agencies.
Proposed Elements of Electronic Records Management Services:
By selecting the below Elements, you are self -certifying you meet NARA's Universal ERM
Requirements for that Element. Select all Elements that apply.
Element 1 - Office Management Applications
MElement 2 - Electronic Messages
MElement 3 - Social Media
■Element 4 - Websites
MElement 5 - Photographs (Born -Digital and Scanned Images)
MElement 6 - Digital Audio and Video
MElement 7 -Structured Data
MElement 8 - Shared Drives
In the space below you must provide a brief summary description for each of the above
Elements that you have checked off. The summary must include which ERM products/
services/ solutions — currently awarded under SIN 518210ERM of your MAS contract — are
related to the respective Element. Example questions are provided for each Element to assist
with your response. Those questions are based on NARA's Universal Electronic Records
Management Requirements and reflect common questions from agencies. If you cannot provide
a summary description for a given Element, or you do not currently offer
products/services/solutions under SIN 518210ERM related to that Element, you cannot self -
certify that Element on this form. Please use as much space as you need below, but be concise!
Please respond as "Not applicable" for any Element you did not select above.
The specifics of your below responses are not part of the evaluation criteria for adding SIN
518210ERM. The intention of the below section is to assist agencies with market research and
DocuSign Envelope ID: 94211256-BA2C-4DFF-8EAF-66E462CB4B50
help agencies understand your offerings / capabilities as they relate to the above ERM
Elements you have selected.
If you have questions about the above ERM Elements and the information on NARA's Universal
ERM Requirements spreadsheet, please contact NARA's Records Management Policy Team at
rmpolicy@nara.gov.
Element 1 - Office Management Applications
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 1. Some example questions to consider are: Which office management applications
does your service/solution manage (e.g. Microsoft 365, Google Workspace, etc.)? How do you associate Office
Management documents with a records schedule? How do you apply metadata to Office Management documents?
Gimmal Records manages records in -place, documents stored in SharePoint Online and On-
Prem, Box, Documentum, FileNet and local Windows file shares. Documents are classified
based on the metadata, location and content and a retention period is applied to them based on
the records schedule assigned to the classification with support for multi -phased and
prioritization of schedules. The metadata used to classify and manage the documents varies
within the different repositories. Gimmal Records uses mechanisms available within each of the
managed repositories to lock documents identified as records to prevent editing of these
documents. Gimmal Records also supports multiple capabilities once a document has reached
the end of its lifecycle:
- multi -level approvals
- mark as permanent to facilitate the long term retention of the document
- permanently delete from the source repository
- export to transfer to other archival repositories
Element 2 - Electronic Messages
Please provide a brief summary of yourawarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 2. Some example questions to consider are: Which electronic messages does your
service/solution manage (e.g. SMS/MMS, iMessage, WhatsApp, social media messages, voicemail, etc.)? Are you
able to capture SMS/MMS at the carrier -level? How do you apply metadata to electronic messages? Where are
records stored (e.g. managed in the system in which they were created or in a dedicated recordkeeping system)?
Gimmal Records provides an integration for Microsoft Outlook that allows emails and
attachments to be stored in SharePoint (online and on -premise) with metadata. Electronic
messages exported from the source system into standard email formats can be classified and
managed using the metadata of such files using mechanisms outlined in Element 1 above.
Element 3 - Social Media
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 3. Some example questions to consider are: Which social media platforms does your
solution/services capture and manage (e.g. Facebook, YouTube, Instagram, WordPress)? What technology is used
to capture social media records? What frequency can your solution/services capture? How do you address changes
in what social media platforms allow for capture?
DocuSign Envelope ID: 94211256-BA2C-4DFF-8EAF-66E462CB4B50
Gimmal Records does not directly capture data from social media platforms but if information
captured from these platforms is saved into a standard file structure, Gimmal Records can be
used to classify such files using the metadata and managed through its necessary lifecycle
using mechanisms outlined in Element 1 above.
Questions for Element 4 - Websites
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 4. Some example questions to consider are: What technology do you use to crawl
websites? Do you have the capability to capture internal and external sites? What formats do you use for web
captures? Can you capture websites in NARA-acceptable formats? What quality assurance processes/tools do you
offer?
Gimmal Records does not crawl websites but if information captured from websites is saved into
a standard file format, Gimmal Records can be used to classify such files using the metadata
and managed through its necessary lifecycle using mechanisms outlined in Element 1 above.
Questions for Element 5 - Photographs (Born -Digital and Scanned Images)
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 5. Some example questions to consider are: How do you associate Photographs with a
records schedule? How do you apply metadata for categorization and searchability to Photographs?
Any digital image stored in a repository managed by Gimmal Records can be classified as a
record. Once classified, Gimmal would manage the files through its lifecycle using the
mechanisms outlined in Element 1 above.
Questions for Element 6 - Digital Audio and Video
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 6. Some example questions to consider are: How do you associate Digital Audio and
Video files with a records schedule? How do you apply metadata for categorization and searchability to Digital Audio
and Video?
Any digital audio and video stored in a repository managed by Gimmal Records can be
classified as a record. Once classified, Gimmal would manage the files through their lifecycle
using the mechanisms outlined in Element 1 above.
Questions for Element 7 - Structured Data
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 7. Some example questions to consider are: What is your approach to managing
structured data? Do you offer solutions additional to what the agency uses, work with their current systems, or both?
Gimmal Records does not connect directly to structured data systems. However, structured data
stored in accessible file formats, or reports generated from structured data systems, can be
classified and managed using the mechanisms outlined in Element 1 above.
Questions for Element 8 - Shared Drives
DocuSign Envelope ID: 94211256-BA2C-4DFF-8EAF-66E462CB4B50
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 8. Some example questions to consider are: What capabilities does your
solution/services provide for identifying duplicates? What other organizational methods do you employ for managing
shared drives?
Gimmal Records can access and manage documents stored on on-prem Windows servers, in
SharePoint (on-prem and cloud) and Box repositories. The documents can be evaluated using
metadata criteria and the content of text -based files to determine the appropriate classification
and then managed through its lifecycle in -place.
[Offeror Name] hereby certifies that we are capable of meeting all standards described in the
solicitation and NARA'S Universal Electronic Records Management Requirements attachment
fore chof the sections of ERM Elements we have proposed, as indicated above.
ocuSigned by:
Offeror
(To be signed only by an authorized principal, with authority to bind the undersigned
contractor)
Shane Steffen
Name (Printed)
Chief Financial Officer
Title
June 17, 2024 1 9:25:41 AM CDT
Date
Change log for Version 3.0
1. The following ERM Elements were removed or updated in order to remain at parity with the Elements listed in NARA's
Universal Electronic Records Management Requirements spreadsheet (Version 3)
o Removed Cloud Services
o Removed Engineering Drawings
o Changed Digital Media (Photo) to Photographs
o Combined Digital Audio and Video
2. The following ERM Elements names have been updated to remove the reference to their former name used in Version 1
of this document:
o Element 1 - Office Management Applications: removed "(formerly 'Desktop Applications')" from the Element
name
o Element 7 - Structured Data: removed " (formerly 'Databases')" from the Element name
3. Added requirement for contractors to provide a brief summary of awarded offerings for each ERM Element that they self -
certify. Added instructional language along with example questions for each Element to assist contractors with their
responses.
SIN 518210ERM Vendor Certification for Electronic Records
Management Solutions
Version 3.0 (As of MAS Refresh 18)
For the purposes of the MAS Solicitation, eight (8) specific elements of Electronic Records
Management (ERM) Services have been identified. These 8 elements are fully defined and the
corresponding requirements are identified in NARA's Universal Electronic Records Management
Requirements spreadsheet attachment to the Solicitation. These requirements have been
established and are administered by the National Archives and Records Administration (NARA).
Vendors may provide any combination of the 8 elements of ERM solutions; however, vendors
must certify that they are capable of meeting all standards associated with the elements they
propose by completing this self -certification. Vendors must include a completed conv of this
certification in their published GSA MAS Contract Price List to help illustrate their ERM
capabilities to federal customer agencies.
Proposed Elements of Electronic Records Management Services:
By selecting the below Elements, you are self -certifying you meet NARA's Universal ERM
Requirements for that Element. Select all Elements that apply.
® Element 1 - Office Management Applications
® Element 2 - Electronic Messages
® Element 3 - Social Media
® Element 4 - Websites
® Element 5 - Photographs (Born -Digital and Scanned Images)
® Element 6 - Digital Audio and Video
® Element 7 - Structured Data
® Element 8 - Shared Drives
In the space below you must provide a brief summary description for each of the above
Elements that you have checked off. The summary must include which ERM products/
services/ solutions — currently awarded under SIN 518210ERM of your MAS contract — are
related to the respective Element. Example questions are provided for each Element to assist
with your response. Those questions are based on NARA's Universal Electronic Records
Management Requirements and reflect common questions from agencies. If you cannot provide
a summary description for a given Element, or you do not currently offer
products/services/solutions under SIN 518210ERM related to that Element, you cannot self -
certify that Element on this form. Please use as much space as you need below, but be concise!
Please respond as "Not applicable" for any Element you did not select above.
The specifics of your below responses are not part of the evaluation criteria for adding SIN
518210ERM. The intention of the below section is to assist agencies with market research and
help agencies understand your offerings / capabilities as they relate to the above ERM
Elements you have selected.
If you have questions about the above ERM Elements and the information on NARA's Universal
ERM Requirements spreadsheet, please contact NARA's Records Management Policy Team at
rmpolicy@nara.gov.
Element 1 -Office Management Applications
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 1. Some example questions to consider are: Which office management applications
does your service/solution manage (e.g. Microsoft 365, Google Workspace, etc.)? How do you associate Office
Management documents with a records schedule? How do you apply metadata to Office Management documents?
The Proofpoint Enterprise Archive supports the archiving, storage and management of email from Microsoft
Exchange and 0365. Mail is sent to Proofpoint through the Journaling feature. Customers can create
comprehensive Retention Policies in the Proofpoint UI and as messages are archived a Retention Policy that
matches is applied. Messages are stored in a forensically sound, immutable manner, and stored in multiple locations.
Storage is SEC 17a-4 compliant. Metadata is stored in association with the original messages allowing for an
enriched experience in the UI.
(Response for Element 1 here — use as much space as you need. If you did not self -certify this
Element in the above section, please put "Not Applicable.']
Element 2 - Electronic Messages
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 2. Some example questions to consider are: Which electronic messages does your
service/solution manage (e.g. SMS/MMS, iMessage, WhatsApp, social media messages, voicemail, etc.)? Are you
able to capture SMS/MMS at the carrier -level? How do you apply metadata to electronic messages? Where are
records stored (e.g. managed in the system in which they were created or in a dedicated recordkeeping system)?
Proofpoint has build connectors to natively archive from the following platforms
1. Teams
2.
Slack
3.
Zoom
4.
SharePoint
5.
OneDrive
6.
FaceBook
7.
Linkedln
8.
Twitter
9.
Instagram
10.
YouTube
11.
Bloomberg
12.
Sales Force Chatter
13.
Box
14.
Viva Engage (fka Yammer)
15.
Symphony
We also work with a network of third party connector vendors which allows us to support a huge variety of additional
content types, like SMS/text (either carrier or device level), What's App etc.
Metadata can be added by Proofpoint and by third party providers during the capture phase of archiving and is stored
in association with the messages.
Records are stored in the Proofpoint Enterprise Archive with is located in top -tier Proofpoint colocation facilities.
(Response for Element 2 here — use as much space as you need. If you did not self -certify this
Element in the above section, please put "Not Applicable.']
Element 3 - Social Media
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 3. Some example questions to consider are: Which social media platforms does your
solution/services capture and manage (e.g. Facebook, YouTube, Instagram, WordPress)? What technology is used
to capture social media records? What frequency can your solution/services capture? How do you address changes
in what social media platforms allow for capture?
Proofpoint can capture and store data from the following Social Media platforms:
• FaceBook
• Linkedln
• X (fka Twitter)
• Instagram
• YouTube
Typically we are capturing natively with the source platform APIs. Frequency of capture depends on the platform and
the configuration we set up for customers, but is multiple times daily.
Managing changes in the source platforms is an ongoing activity and we maintain close relationships with these
social media outlets to ensure we are as up to date as possible.
(Response for Element 3 here — use as much space as you need. If you did not self -certify this
Element in the above section, please put "Not Applicable.']
Questions for Element 4 - Websites
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 4. Some example questions to consider are: What technology do you use to crawl
websites? Do you have the capability to capture internal and external sites? What formats do you use for web
captures? Can you capture websites in NARA-acceptable formats? What quality assurance processes/tools do you
offer?
Proofpoint works with third party providers to capture website information. Their capabilities vary widely and
customers are free to choose the right website capture tool that meets their requirements and store that data in a
Proofpoint Archive.
(Response for Element 4 here — use as much space as you need. If you did not self -certify this
Element in the above section, please put "Not Applicable. "
Questions for Element 5 - Photographs (Born -Digital and Scanned Images)
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 5. Some example questions to consider are: How do you associate Photographs with a
records schedule? How do you apply metadata for categorization and searchability to Photographs?
We do not support archiving photographs as independent data elements. We, of course, support archiving photos if
they are included in emails or other supported messages, but not independently.
(Response for Element 5 here — use as much space as you need. If you did not self -certify this
Element in the above section, please put "Not Applicable.']
Questions for Element 6 - Digital Audio and Video
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 6. Some example questions to consider are: How do you associate Digital Audio and
Video files with a records schedule? How do you apply metadata for categorization and searchability to Digital Audio
and Video?
Video and Audio that is sent for storage in the archive can have retention policy applied during the archiving process.
Retention can be based on the received date, file type, source platform etc. If transcripts are provided in text format,
we can apply retention based on keywords in those transcripts. Metadata, like categorization tags, can be applied
during the archiving process.
(Response for Element 6 here — use as much space as you need. If you did not self -certify this
Element in the above section, please put "Not Applicable.']
Questions for Element 7 - Structured Data
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 7. Some example questions to consider are: What is your approach to managing
structured data? Do you offer solutions additional to what the agency uses, work with their current systems, or both?
Proofpoint typically supports structured data in the form of spreadsheets. We can ingest various structured data file
types and can usually index the contents making them easy to search through. Generally, we are not a structured
data management solution.
(Response for Element 7 here — use as much space as you need. If you did not self -certify this
Element in the above section, please put "Not Applicable.']
Questions for Element 8 - Shared Drives
Please provide a brief summary of your awarded offerings (products/services/solutions) under SIN 518210ERM that
help agencies meet Element 8. Some example questions to consider are: What capabilities does your
solution/services provide for identifying duplicates? What other organizational methods do you employ for managing
shared drives?
We have extensive processes in place to reduce duplicates in the archive. This is especially so for email data.
Deduplication starts during the journaling process where envelope wrappers allow for messages to multiple recipients
can be collapsed into a single copy for archival purposes. Follow that we employ a "wait and compare" delay of a few
minutes to deduplicate messages that are identical before moving to the next phase of the archiving process. We
then apply hash values to messages and perform additional deduplication on messages that have the same hash
value.
(Response for Element 8 here — use as much space as you need. If you did not self -certify this
Element in the above section, please put "Not Applicable.']
Proofpoint, subject to the declarations made herein, certifies that we are capable of meeting all
standards described in the attached spreadsheet NARA'S Universal Electronic Records
Management Requirements attachment for each of the applicable sections of ERM Elements
we h ve proposed, as indicated above.
Offer
(To be signed only by an authorized principal, with authority to bind the undersigned
contractor)
Kyle Chin
Name (Printed)
GVP, General Counsel
Title
9/23/2024
Date
Change log for Version 3.0
1. The following ERM Elements were removed or updated in order to remain at parity with the Elements listed in NARA's
Universal Electronic Records Management Requirements spreadsheet (Version 3)
o Removed Cloud Services
o Removed Engineering Drawings
o Changed Digital Media (Photo) to Photographs
o Combined Digital Audio and Video
2. The following ERM Elements names have been updated to remove the reference to their former name used in Version 1
of this document:
o Element 1 - Office Management Applications: removed "(formerly 'Desktop Applications')" from the Element
name
o Element 7 - Structured Data: removed "(formerly 'Databases')" from the Element name
3. Added requirement for contractors to provide a brief summary of awarded offerings for each ERM Element that they self -
certify. Added instructional language along with example questions for each Element to assist contractors with their
responses.
carahsoft,
Vendor Certification for SIN 493110RM -
493110RM Includes capabilities to manage the movement, manipulation, archiving, security, and
management of physical records, including any ancillary supplies and/or services necessary to provide a total
physical records management solution.
Vendor Certification for SIN 3361E -
3 3 6 1 E Includes electric and autonomous vehicles and accessories.
SIN 51821OFM Financial Management Quality Service Management Office (FM QSMO) Core
Financial Management (FM) Solutions and IT Professional Services -
51821 OFM Includes Core Financial Management Solutions (Core FS) and Financial Management (FM)
services and solutions that are complementary to or augment Core FS and/or support agency
modernizations. Offerings include financial management software suites in a cloud environment;
services, applications, and modules that help agencies adopt FM QSMO solutions; and IT professional
services and/or labor categories, software, cloud computing and IT training that support FM QSMO
adoption.
Cooperative Purchasing: Yes
Set Aside: No
FSC/PSC Code: DB10
ATTACHMENT I - AUTHORIZED PARTICIPATING DEALERS
Carahsoft certifies that all dealers participating in the performance of this contract have agreed that their
performance will be in accordance with all terms and conditions of this GSA Schedule.
For the complete listing of authorized participating dealers please see:
httos://www.carahsoft.com/buv/esa-schedule-contracts/esa-multiole-
award-schedule-contract/authorized-dealers
ATTACHMENT II - Contractor Team Arrangements
Schedule Contractors participating in a Contractor Team Arrangement must abide by all terms and conditions of their
respective contracts. This includes compliance with Clause 552.238-74, Industrial Funding Fee and Sales Reporting,
i.e., each contractor (team member) must report sales and remit the IFF for all products and services provided under its
individual contract.
For the complete listing of Contractor Team Arrangements, please contact Carahsoft for details.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 44
(703) 871-8500 47QSWA18DO08F
contracts@carahsoft.com
carahsoft,
For the complete list of Commercial Supplier Agreements vetted and approved by GSA for inclusion into the GSA
Schedule Contract, please see: httos://www.carahsoft.com/buv/-2sa-schedule-contracts/annroved-csas
ATTACHMENT IV A — U.S. Government Adobe FITARA Addendum
Introduction
This Federal Supply Schedule Addendum supplements GSA Federal Supply Schedule Contract Number GS-3517-
0119Y between Carahsoft Technology Corporation and the General Services Administration.
The Adobe Category Management Offering addresses current OMB Memorandum's (M-16-04, M-16-12),
Circular A-130, OFPP and, GSA Federal Cyber, electronic government and Category Management policy
requirements.
The Adobe Data Centric Security and Electronic Signature Solutions provide the best -in -class technology to the
federal government. Providing a streamlined avenue for agencies to acquire Adobe technology through category
management will improve the acquisition and management of the proposed solutions.
Adobe enterprise digital rights Category management
The Adobe Enterprise Digital Rights Management Bundle provides a DRM solution to documents allowing
only people with specific credentials the ability to apply persistent protection to sensitive documents and
information. With this level of dynamic protection you can revoke and change permissions within a document
regardless of document location and you can protect against potential fraudulent activity. In addition, you can
perform certificate based digital signatures on PDF documents when used with Acrobat*.
Discount Discount Discount
Level Level Level
SKU Description List Price GSA Price >$5M >$15M >$20M
Annual Annual Annual
Spend* Spend* Spend*
Adobe Enterprise Digital Rights
210T-1423-
Management Bundle 12 Months TERM
$405,600.00 $367,623.25
8% 15% 30%
DRM1
Tier 1: Up to 1,000 Users
Adobe Enterprise Digital Rights
210T-1423-
Management Bundle 12 Months TERM
$625,600.00 $567,023.25
8% 15% 30%
DRM2
Tier 2: Up to 5,000 Users
210T-1423-
Adobe Enterprise Digital Rights
$1,251,200.00 $1,134,046.5�
8% 15% 30%
DRM3
Management Bundle 12 Months TERM
Tier 3: Up to 10,000 Users
210T-1423-
Adobe Enterprise Digital Rights
$2 777,400.0C $2,517,343.1E
8% 15% 30%
DRM4
Management Bundle 12 Months TERM
Tier 4: Up to 25,000 Users
210T-1423-
Adobe Enterprise Digital Rights
$5,554,800.00 $5,034,686.32
8% 15% 30%
DRM5
Management Bundle 12 Months TERM
Tier 5: Up to 50,000 Users
Adobe Consulting Services are required with the purchase of each bundle listed above. The recommended number
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 45
(703) 871-8500 47QSWA18D008F
contracts@carahsoft.com
carahsoft,,
of hours per bundle are listed below.
• 210T-1423-DRM1—
Up to 165 Hours
• 210T-1423-DRM2
— Up to 330 Hours
• 210T-1423-DRM3
— Up to 330 Hours
• 210T-1423-DRM4
— Up to 490 Hours
• 210T-1423-DRM5
— Up to 670 Hours
Please note: the hours listed above are estimates. Each agency may require more or less hours depending on
project scope. All service items are available to the government at the GSA Schedule Price.
*Discount Level Detail
Aggregate discounts are calculated on a per agency basis. Agencies are eligible for additional discounts based on the
following;
• Level 1 Discount Level is reached when parent agency reaches annual spend of $5,000,000.00
• Level 2 Discount Level is reached when parent agency reaches annual spend of $15,000,000.00
• Level 3 Discount Level is reached when parent agency reaches annual spend of $20,000,000.00
Annual spend is calculated based on the total aggregate purchases made by any combination of sub agencies that fall
underneath a parent agency in a 12 month period. The 12 month Period, or annual spend, is calculated based on the
Adobe Fiscal Year which begins on December 1 st. A full listing of eligible parent and sub agencies can be found on
OPM.gov located HERE.
In addition to the bundle pricing and discounts offered in the chart above, Carahsoft would like to offer the
government additional discounts for all Adobe Experience Manager and Analytics software available on the GSA
Schedule. Upon the purchase of any bundle listed above the ordering agency will receive 7% off any additional**
Adobe Term licenses. The initial period of performance for all eligible Adobe Term Licenses purchased will be 12
months. In the event an ordering organization should require a custom or pro -rated period of performance, we will
work with the agency on a per opportunity basis. The additional 7% discount for add on licenses will be offered so
long as ordering agency has an active DRM Bundle Term License.
We are dedicated to providing the Enterprise Digital Rights Management solution to all federal agencies regardless of
agency size. The Adobe team welcomes the opportunity to support any ordering organization that may require less than
1,000 users and custom configurations may be discussed on a per opportunity basis.
Discounts cannot be combined with discounts offered on existing BPA's or contracts that an agency may have in place with
Carahsoft or an authorized Adobe/Carahsoft reseller.
*Bundle requires supported version of Acrobat to be installed
**Additional discounts limited to Adobe Experience Manager and Analytics Software only, excludes services and
training.
Adobe Digital Rights Management Bundle - Breakout
Product
Description
Adobe Experience Manager Forms 6.2 — On Premise Term - Per
Core - 12 Months
Adobe Experience Manager Document Security 6.2 — On Premise
Term Minimum 1000 Recipients - Per Recipient - 12 Months
Adobe Insight Client License Per Named User (12 Month Term
License)
Adobe Insight Reporting License - Per Server Add On (Min.
Insight Purchase Required) (12 Month Term License)
1,000
5,000
10,000
25,000
50,000
User
User
User
User
User
s
s
s
s
s
Qh'
Qh'
Qb'
Qh'
Qt'
2
2
4
8
16
1,000
5,00
10,00
25,00
50,00
0
0
0
0
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 46
(703) 871-8500 47QSWA18D008F
contracts@carahsoft.com
carahsoft,,
Adobe Insight Data Transformation Functionality - License - Per 1 1 2 4 8
Server (12 Month Term License)
Adobe Insight Sensor License - Per Web Server (Min. Insight 1 1 2 4 8
Purchase Required) (12 Month Term License)
Adobe File Server Unit (FSU) License - Per Server (12 Month 1 1 2 4 8
Term License)
Adobe Data Processing Unit (DPU) License - Per Server (Up To 1 1 2 4 8
500 Gb) (12 Month Term License)
Adobe Electronic Signatures category management
Adobe Sign
Adobe Sign is licensed in two ways: by signature transaction and by seat. The discounts below apply to either licensing model.
Pricing for the following Adobe Sign products purchased shall be in accordance with
the established GSA price list/rate less
the applicable guaranteed minimum discount percentages specified in the table below.
Current GSA SKU's and licensing
models for Sign eligible for discounts listed below are;
Licensing Model: Per Seat/User
SKU Description
List GSA
Price Price
Adobe Document Uoud Tor Enterprise - Hremium eSign Services H2 - Her Seat
210-7041-ES Purchase Min 5 Seats Req (300 Transactions per Seat Included) - 12 Months
$540.00 $527.76
Licensing Model: Per Transaction
SKU Description
List GSA
Price Price
210-7041-T Adobe Document Cloud for Enterprise -Premium eSign Services P2 -Per Transaction
1-300 Transaction Purchase Req (Existing eSign Account Required)— 12 Months
540.00 $527.76
Tier 5 $500,000.01 +
Discounts are offered on a per total order basis as outlined in the table below:
Discount from
*Discounts are not cumulative.
Tier Order Transaction Amount GSA
Tier 1 $25,000.00 - $75,000.00 2%
Tier 2 $75,000.01 - $125,000.00 4%
Tier 3 $125,000.01 - $200,000.00 6%
Tier 4 $200,000.01 - $500,000.00 8%
Carahsoft Technology Corp. MAS Schedule Terms & Conditions
Page 47
(703) 871-8500 47QSWA18D008F
contracts@carahsoft.com
carahsoft.
Discounts cannot be combined with discounts offered on existing BPA's or contracts that an agency may have in place
with
Carahsoft or an authorized Adobe/Carahsoft reseller.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 48
(703) 871-8500 47QSWA18DO08F
contracts@carahsoft.com
carahsoft.
ATTACHMENT IV B - U.S. Government Nutanix FITARA Addendum
Introduction
This Federal Supply Schedule Addendum supplements GSA Federal Supply Schedule Contract Number GS-35F-0119Y
between Carahsoft Technology Corporation and the General Services Administration.
The Nutanix Hybrid Cloud Infrastructure Category Management Offering addresses requirements of the Data Center
Optimization Initiative (DCOI) established in OMB Memorandum M-16-19 and fulfills the data center requirements of the
Federal Information Technology Acquisition Reform (FITARA).
Federal customers to date have selected configurations of Nutanix software, hardware and maintenance across 42
different configurations and 1,OOOs of individual part numbers. Our goal here is to offer incentives in the form of solutions
of the Nutanix software, hardware and maintenance bought 90% of the time with full capabilities to build a hybrid cloud
infrastructure. We also considered which of these configurations purchased line up consistently with what type of
deployment, labeling each solution as such.
Incentives:
To enable agencies to quickly stand up Hybrid Cloud Infrastructure and incent them to leverage lessons learned from other
agencies that have built Shared Services with Nutanix. Carahsoft and Nutanix are offering four types of Hybrid Cloud
Infrastructure solutions and are described in detail with corresponding incentives offers for each:
■ Hybrid Cloud Infrastructure Pilot/Micro Agency Solution (Solution 1)
■ Hybrid Cloud Infrastructure Base Solutions (Solutions 2-4)
■ Hybrid Cloud Infrastructure Scale out Solutions (Solutions 5-8)
■ Hybrid Cloud Software Defined Datacenter Solutions (Solutions 9-10)
Hybrid Cloud Infrastructure Pilot/Micro Agency Solution
Description: Hybrid Cloud Infrastructure Pilot/Micro Agency Solution
Ideal agency investment to prove out Hybrid Cloud infrastructure, train administrators & have an entry point at
minimum cost for pilots or micro agencies. Quantity one would be offered per agency/micro agency. Nutanix would
also provide specific to workloads: test plans, summary of expected outcomes, federal customer references and a
total cost of ownership economic study.
1. Solution 1: Hybrid Cloud Infrastructure Base Solution - Nutanix Initial Pilot/Micro Agencv
SKU
DESCRIPTION
422-HC-PLT- SLN Solution 1: Hybrid Cloud Infrastructure Base
Solution - Nutanix Initial Pilot/Micro Agency
Hybrid Cloud Infrastructure Base Solutions
Description: Hybrid Cloud Infrastructure Base Solutions
LIST GSA Offer
PRICE PRICE Price
$164,960.62 $153,460.85 $81,242.66
Hybrid Cloud Infrastructure Base Solutions with full Nutanix Hybrid Cloud Infrastructure capabilities 75%
configured with descriptions that align with initial deployment strategy. Nutanix will offer this cumulative per year
volume incentive per agency, starting over annually. Carahsoft will track and report on agency by agency
consumption. Nutanix would be
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 49
(703) 871-8500 47QSWA18D008F
contracts@carahsoft.com
carahsoft,
interested in advice to incent government Shared Service centers.
2. Solution 2: Hybrid Cloud Infrastructure base Solution - Nutanix Enterprise Block
3. Solution 3: Hybrid Cloud Infrastructure base Solution - Nutanix Branch Office Block
4. Solution 4: Hybrid Cloud Infrastructure base Solution - Nutanix Hieh Performance Flash Block
SKIT
1)escriptinn
ListPrine
GSA Price
Discount
M5,MUnt
' mud
Dimmutt
Diiseount
L �auunt
Salution 2-
Level 1
Level 2
Level 4
Lewd 6
t
HybFid Cloud
422-HG
infiashucwre
8-ENT-
Base
SohAmn-$M.30.74
$XQ.635.52
$=376.78
=.437.95
$M.559.39
$M.681.14
$186.083.3d
3184.2M.10
$181.387.72
ELM
Nubmnuc
EMErprise
Block
Salutiun 3-
Hydid Cloud
422-HC-
InkashuEtwe
8-
Bye
300.244-9g
380.630-56
3M.863-102
380,479-63
385.711.65
584.M.67
378.125-57
"$T7.357.N
579.24512
BRANCH-
Sobbon-
ELM
Numb€
Bnaneh
Office Bbck
Salutiun 4-
Hybrid Cloud
4224B-
inhashuch¢e
FLA514
BSoltiaSE
'$623.005.W
"$487.08233
$473.462.67
5474.727.78
$4M057.94
Mt.388.20
$W.M.14
5439.933.35
$432;028.67
ELM
Nutann¢High
Pedumunce
Flash Block
Discount Level Detail
Aggregate discounts are calculated on a per agency basis. Agencies are eligible for additional discounts based on the following;
■ Level 1 Discount Level is reached when parent agency purchases 1 solution each year
■ Level 2 Discount Level is reached when parent agency purchases 2-5 total solutions each year
■ Level 3 Discount Level is reached when parent agency purchases 6-10 total solutions each year
■ Level 4 Discount Level is reached when parent agency purchases 11-20 total solutions each year
■ Level 5 Discount Level is reached when parent agency purchases 21-40 total solutions each year
■ Level 6 Discount Level is reached when parent agency purchases 41-99 total solutions each year
■ Level 7 Discount Level is reached when parent agency purchases 100+ total solutions each year
See Workload Sizing Guide matrix below for the Solution number applied to enterprise workloads that are linear
scalable. Therefore, multiples of sizing metrics can be matched to agency requirements per workload type to
calculate ROMs. All sizing must be validated by Nutanix SEs, so workload mix on a single Nutanix Hybrid cloud
infrastructure is considered.
Hybrid Cloud Infrastructure Scale out Solutions
Description: Hybrid Cloud Infrastructure Scale out Solutions
Hybrid Cloud Infrastructure Scale out Solutions with full Nutanix hybrid cloud infrastructure capabilities 100%
configured with descriptions that align with scale out deployment strategy. Nutanix will offer this cumulative per
year volume incentive per agency, starting over annually. Carahsoft will track and report on agency by agency
consumption. Nutanix would be interested in advice to incent government Shared Service centers.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 50
(703) 871-8500 47QSWA18DO08F
contracts@carahsoft.com
carahsoft.
5. Solution 5: Hybrid Cloud Infrastructure Scale out Solution - Nutanix Cold Storage Block
6. Solution 6: Hybrid Cloud Infrastructure Scale out Solution - Nutanix Enterprise Block
7. Solution 7: Hybrid Cloud Infrastructure Scale out Solution - Nutanix Branch Office Block
8. Solution 8: Hybrid Cloud Infrastructure Scale out Solution - Nutanix Hieh Performance Flash Block
SKID '
Description '
List Price '
GSi4 Prise
Ui,caurt
' Disoaunt '
Uiswwd
Oim*unfr '
discount '
df 5coun€
' discount
Lead 1
Level
Level
Level 4
Level 5
Level 6
Level 7
422-HC-
Solution 5
SO-G
Hybrid Cloud
STOR-
Infrasuuctuna
SLN
Scale -Out
$B1.410.54
585.044-55
382.608.88
582.13C 40
581,391.82
580.64724
574.M.50
574.C£2 03
572.
SAdian -
.18
Nutaou CPId
Storage
Block
422a-IC-
Sakdon fi
SOF.Ni-
i-hybod Ctcud
SLN
Infiashucture
Scale -Out
$314.S51.08
$M.959 F
$294.210.40
$M.2 0.76
$280.51.48
$277.012.20
$M092.75
i7,973.47
$254.014.56
Solution -
Nutanix
Eauerpdw
B9cck
422-HC-
Solution 7
SC}
I-IybW Cloud
BRANCH-
Infrashacture
SLN
Scale -Out
$191.651.84
$178.328.29
$17
$172.1B1.93
$170,57$.10
$168,BBd.39
$15&Jd81.90
$157,300.13
$164.042.48
Sokobn -
.M.82
Nutanix
Branch
Office Stock
422-1C-
Solution It
50-
HytFid Cloud
FLASH-
Infiashucture
SLN
SGWL-Cut
$1.002.W18D
$M.R7.02
$QaG5.87
W.960.70
$01.89d.58
$582.82d.35
$BW174.52
$847,104.31
$8
Soluion -
.00.00
Nutarue High
Perlambanoe
Flash BIDDk
Discount Level Detail
Aggregate discounts are calculated on a per agency basis. Agencies are eligible for additional discounts based on the following;
■ Level 1 Discount Level is reached when parent agency purchases 1 solution each year
■ Level 2 Discount Level is reached when parent agency purchases 2-5 total solutions each year
■ Level 3 Discount Level is reached when parent agency purchases 6-10 total solutions each year
■ Level 4 Discount Level is reached when parent agency purchases 11-20 total solutions each year
■ Level 5 Discount Level is reached when parent agency purchases 21-40 total solutions each year
■ Level 6 Discount Level is reached when parent agency purchases 41-99 total solutions each year
■ Level 7 Discount Level is reached when parent agency purchases 100+ total solutions each year
(t] Hybrid Cloud Software Defined Datacenter Solutions
Description: Hybrid Cloud Software defined datacenter
Hybrid Cloud Software defined datacenter and Tactical platforms with Nutanix Hybrid Cloud Infrastructure
capabilities, applicable to a strategy where it is ideal to source validated and Nutanix supported hardware
infrastructure separately from the Nutanix software. Nutanix would consider cumulative per year volume incentive,
starting over annually.
9. Solution 9: Hybrid Cloud Software defined datacenter Solution — 4 node software onlv enterprise
10. Solution 10: Hybrid Cloud Tactical infrastructure software Solution — 8 node software only tactical
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 51
(703) 871-8500 47QSWA18DO08F
contracts@carahsoft.com
carahsoft,,
SKIT
I Desjuil tlon
Li St Pri GE 13 SA Price i Discount
Discount
i Discoart i
Discount
Level
Level
Level
Level
422-HG-SM
Solution 9
TACT-SLN
Hybrid Ckwd Suftore defined
381.dCC-.00 5713,907.78 $74.41921)
573.00321)
$72.78721)
571.503.2ti
dalaGenler Solulian
422-HG-,91^-
Solution 18
S5ERV-SLN
Hydid Gbud Tactical
$183.206.00 $150,935.52 $148,838.40
$147,2615AG
$148,574.40
$143,120AG
lydrashuc6ure Suhmre SokFhan
Discount Level Detail
Aggregate discounts are calculated on a per agency basis. Agencies are eligible for additional discounts based on the following;
■ Level 1 Discount Level is reached when parent agency reaches annual spend of $500,000.00
■ Level 2 Discount Level is reached when parent agency reaches annual spend of $1,000,000.00
■ Level 3 Discount Level is reached when parent agency reaches annual spend of $2,000,000.00
■ Level 4 Discount Level is reached when parent agency reaches annual spend of $5,000,000.00
Sizing is specific to Nutanix partner hardware platforms and available upon request from Nutanix systems engineers.
All Nutanix validated and supported partner hardware platforms build and deploy systems by node count. Eight and
four node solutions were selected because that is the full scale out configuration of the individual partner hardware
platforms for enterprise and tactical solutions.
Nutanix Software capabilities that are included with each of the solutions to enable the Nutanix Hybrid
Cloud infrastructure regardless of whether the hardware is procured from Nutanix or separately from a
Nutanix certified and supported hardware vendor:
Webscale hyper converged architecture, Nutanix Acropolis application mobility fabric, Acropolis distributed
storage fabric, PRISM Enterprise management, Acropolis hypervisor, Acropolis file services, Acropolis block
services, Acropolis Container services, Nutanix Cloud Connect, Shared Service self-service portal, data locality,
data tiering, compression, de- duplication, security hardening, security control monitoring, security control breach
automated remediation, NIST security control documentation for ATO, 1 year HW and SW maintenance including
all software updates with 24x7x365 phone support - 4 hr response with non -returned disk service.
ATTACHMENT IV C - U.S. Government VERITAS FITARA Addendum MMI
Introduction
Veritas Enterprise Data Management empowers government departments, on the federal and local level, to combine key
capabilities from a family of solutions that reduces complexity, streamlines operations, and empowers agencies to
recognize enormous business value.
With Veritas Enterprise Data Management solutions, federal agencies can have the insight and availability they
need to understand what information they have, know how to keep it protected, and realize what they should delete.
This leads to the best possible return on information (ROI): the ability to gain better visibility and insight into
unstructured data and to control, store, and protect citizen information.
Enterprise Data Management Solutions
Carahsoft will provide the following Veritas Enterprise Data Management Solutions through the GSA Schedule at
the following discount options.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 52
(703) 871-8500 47QSWA18D008F
contracts@carahsoft.com
carahsoft,
Product Family Description/Business Value
360 DATA Veritas 360 Data Management offerings provide data visibility, compliance
MANAGEMENT readiness,
business continuity, data protection and recoverability, while maintaining
data/workload portability and storage optimization
All product SW/I-W components are included
*See Bundle Information on page
DATA INSIGHT Veritas Data Insight helps organizations improve unstructured data
governance to reduce costs, reduce risk, and achieve compliance through
actionable intelligence into data ownership, usage, and access controls
All product SW components
EDISCOVERY From ECA and keywords to concepts and TAR, Veritas' eDiscovery Platform
provides the ultimate analysis toolkit for isolating potentially relevant items,
revealing context, and prioritizing what's most important
8100/8200 APPLIANCES, Collector SW all included
EV 247 EV 247 frees customers from the overheads of owning, running, or managing email
and file archives by leveraging Microsoft Azure cloud platforms, powered by the
world's leading archiving technology. This is a cloud platform, software archiving
solution, and managed service all in one
All product SW components, cloud storage, and management fees are included
INFOSCALE Veritas InfoScale minimizes downtime by providing high availability and
disaster recovery over any distance for your critical business services,
including individual databases, custom applications, and complex multitier
applications across physical and virtual environments
All product SW components included
Enterprise Data Management Platform — Discount Level 1 Discount Level 2 Discount Level 3
Aggregate (Both Product & Services) >$3M Annual >$8M Annual >$15M Annual
Agency Spend with Initial Enterprise Spend* Spend* Spend*
Support and Service Option from Below
_ 2% 5% 10%
One of the following Veritas Consulting Services are strongly recommended with the purchase of each product family
listed above. The Service Descriptions and recommended number of hours per family is listed below:
Service Service Personnel
Option
Business Critical
Services Assist
I (BCS) —
Proactive Product
Account Management
Service
Description
Business Critical Services (BCS) Assist. Provides a designated,
accountable Business Critical Coordinator (BCC) to oversee,
support delivery, and assist with case management and escalations
during local business hours for rapid response, priority queuing,
helps ensure preventable issues don't recur (through quarterly
reporting), and that solutions and recommendations are documented
for future reference.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 53
(703) 871-8500 47QSWA18DO08F
contracts@carahsoft.com
r
Remote Product Re ct is ' ) et your mission critical
2 Specialist (RPS) - appote
On- Call, Dedicated up and running as quickly as possible in the event of an issue or an
Specialist unplanned outage. Includes an assigned, advanced level product expert
to personalize your support experience and ensure priority call queuing.
On -Site
A Business Critical Engineer (BCE). Optimizes the Veritas
3 Business
environment. The BCE can minimize downtime by identifying
Critical
potential issues before they impact performance and help optimize
Engineer (BCE)
solutions so that each product feature is used fully to maximize the
-
value from your software investment
On -Site Resource
Recommended Minimum by Discount Level — Services Only
Recommended Service Options
Aggregate Revenue for
Services Discount Level
BCS
RPS
BCE
Agency
Consultant FTE
= 2040 hrs
$0 - $8M
Discount Level 1 (21/o)
1 / per product
1/ per product
500 Hours
$8M - $15M
Discount Level 2 (51/o)
1 / per product
1 / per product
1,020 Hours
>$15M
Discount Level 3 (101/o)
2 / per product
2 / per product
2,040 Hours
SUPPORT SKUs for NetBackup
For any agency with NetBackup currently installed or with the initial purchase of NetBackup, premier services offerings
are available through the following bundles on the Carahsoft GSA. Offered skus are inclusive of Netbackup licensing,
estimated service hours below, and either a SW or HW based Netbackup appliance.
As a rule of thumb, Veritas and Carahsoft recommend the following estimates of service hours in support of our software
installations. These estimates are based on Front End TB count of the backup environment:
• < 100TB — 80 hours
• 101-250TB — 120 hours
• 250-50OTB — 180 hours
• > 50OTB — 240 hours
Please note: the hours listed above are estimates. Each agency may require more or less hours depending on project
scope. All service items are available to the government at the full GSA Schedule price.
Per Agency Aggregate Spend Detail
Aggregate discounts are calculated on a per agency basis. Agencies are eligible for additional discounts based on the
following:
■ Level 1 Discount Level is reached when parent agency reaches annual spend of $3,000,000.00
■ Level 2 Discount Level is reached when parent agency reaches annual spend of $8,000,000.00
■ Level 3 Discount Level is reached when parent agency reaches annual spend of $15,000,000.00
Annual spend is calculated based on the total aggregate purchases made by any combination of sub agencies that fall
underneath a parent agency in a 12 month period. The 12 month Period, or annual spend, is calculated based on the Veritas
Fiscal Year which begins on April 1st. A full listing of eligible parent and sub agencies can be found in the Appendix.
The initial period of performance for all support/maintenance contracts that come with eligible Veritas Licenses purchased
will be 12 months. In the event an ordering organization should require a custom or pro -rated period of performance, we will
work with the agency on a per opportunity basis.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 54
(703) 871-8500 47QSWA18DO08F
contracts@carahsoft.com
carahsoft.
We are dedicated to providing the Enterprise Data Management solutions to all federal agencies regardless of agency size.
The Veritas team welcomes the opportunity to support any ordering organization that may require less than 1,000 users
and custom configurations may be discussed on a per opportunity basis.
Discounts cannot be combined with discounts offered on existing Blanket Purchase Agreements or contracts that an
agency may have in place with Carahsoft or an authorized Veritas/carahsoft reseller.
For the full pricelist table please use the following link:
httos://www.carahsoft.com/aDDlication/files/4615/4418/8823NERITAS TC TABLE.ndf
ATTACHMENT V - Approved IT Manufacturers
Approved IT Manufacturers:
Please reference GSA eLibrary:
httDs: //www. Qsaclibrarv. esa. 2ov/ElibMain/contractorinfo. do?contractNumber=4
70 S WA 18D008F&contractorName=CARAH SOFT+TECHNOLOGY+CORPO
RATION&executeOuerv=YES
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 55
(703) 871-8500 47QSWA18D008F
contracts@carahsoft.com
GOVERNMENT - PRICE QUOTATION
CARAHSOFT TECHNOLOGY CORP
11493 SUNSET HILLS ROAD I SUITE 100 1 RESTON, VIRGINIA 20190
carahsoft. PHONE (703) 871-8500 1 FAX (703) 871-8505 1 TOLL FREE (888) 66CARAH
WWW.CARAHSOFT.COM I SALES@CARAHSOFT.COM
TO: IT Finance Contracts FROM: Uriel Vasquez
City of Fort Worth Carahsoft Technology Corp.
275 W 13th St 11493 Sunset Hills Road
IT Solutions - Zipper Building Suite 100
Fort Worth, TX 76102 USA Reston, Virginia 20190
EMAIL: zz_IT_Finance_Contracts@fortworthtexas.gov
PHONE: (817) 392-2451
TERMS: GSA Schedule No: 47QSWAl8DO08F
Term: August 22, 2018 - August 21, 2028
FTIN: 52-2189693
Shipping Point: FOB Destination
Credit Cards: VISA/MasterCard/AMEX
Remit To: Same as Above
Payment Terms: Net 30 (On Approved Credit)
Cage Code: 1P3C5
DUNS No: 088365767
UEI: DT8KJHZXVJH5
Business Size: Other than Small
Sales Tax May Apply
LINE NO. PART NO. DESCRIPTION
1 MC-PEC-2021-0110-611 Perceptive Content Standard Support 1 YR
Maintenance Fees
Tungsten Automation - MC-PEC-2021-0110
Start Date: 03/01/2025
End Date: 02/28/2026
SUBTOTAL:
Hyland
EMAIL: Uriel.Vasquez@carahsoft.com
PHONE: (571) 662-3799 FAX: (703) 871-8505
QUOTE NO:
42254225
QUOTE DATE:
11/19/2024
QUOTE EXPIRES:
02/27/2025
RFQ NO:
SHIPPING:
ESD
TOTAL PRICE:
$85,771.39
TOTAL QUOTE: $85,771.39
LIST PRICE QUOTE PRICE QTY EXTENDED PRICE
$999,999.00 $85,771.39 GSA 1 $85,771.39
TOTAL PRICE:
TOTAL QUOTE:
$85,771.39
$85,771.39
$85,771.39
Amount Due After 2/28/25 - $94,348.53
Hyland has recently instituted a policy whereby maintenance quotes will now show a consolidated price or Single Line Item Maintenance (SLIM). For a list of your current
modules, including quantity and description, please log into the Hyland Community https:Hcommunity.hyland.com/login?returnUrl=/ and click on the Maintenance tab
In order to prevent a disruption in maintenance support, please ensure that a purchase order is sent to Carahsoft no less than 30 days prior to the expiration of the existing
maintenance period. Maintenance support is turned off upon expiration of the maintenance term and cannot be re -instated until Hyland Software, Inc. has received payment
for the renewal maintenance period, from Carahsoft on behalf of the customer. Hyland does not permit adjustments in period of performance due to a delay or lack of
payment.
CONFIDENTIAL QUOTE DATE: 11/19/2024
PAGE 1 of 1 QUOTE NO: 42254225
12/26/24, 10:02 AM
M&C Review
ACITY COUNCIL AGEND
Create New From This M&C
Official site of the City of Fort Worth, Texas
FoRTWoRn
REFERENCE **M&C 23- 04AMEND CITY SECRETARY
DATE: 4/25/2023 NO.: 0292 LOG NAME: CONTRACT 51829
CARAHSOFT HYLAND AIM
CODE: C TYPE: CONSENT PUBLIC NO
HEARING:
SUBJECT: (ALL) Authorize an Amendment to City Secretary Contract 51829 with Carahsoft
Technology Corporation for an Upgrade to the Automated Invoice Management System in
the Amount of $140,806.00 Using a Cooperative Agreement for the Information Technology
Solutions Department
RECOMMENDATION:
It is recommended that City Council authorize an amendment to City Secretary Contract 51829 with
Carahsoft Technology Corporation for an upgrade to the Automated Invoice Management system in
the amount of $140,806.00 using General Services Administration Contract No. GS-35F-0119Y for the
Information Technology Solutions Department.
DISCUSSION:
On January 29, 2019, City Council approved Mayor and Council Communication (M&C) P-12292
authorizing agreements with Carahsoft Technology Corporation for software, training, services and
support for an Automated Invoice Management system using General Services Administration (GSA)
Contract GS-35F-0119Y in an amount up to $704,166.00.
The City entered into City Secretary Contract (CSC) 51829 with Carahsoft Technology Corporation for
the Hyland, LLC Automated Invoice Management (AIM) system and professional services.
The current version of AIM is approaching end of life and support in 2023. The City needs to move
forward with upgrading the software to the most recent supported version. The amendment to CSC
51829 will provide for professional services to implement the upgrade at a one-time cost of
$140,806.00. IT Solutions staff will be trained for any future AIM upgrades. The upgrade project is
expected to be completed in three to five months.
COOPERATIVE PURCHASE - State law provides that a local government purchasing an item under a
cooperative purchasing agreement satisfies any state law requiring that the local government seek
competitive bids for the purchase of items. General Services Administration Multiple Award Schedule
Contracts are competitively bid to increase and simplify the purchasing power of government entities.
BUSINESS EQUITY - A goal is not assigned when purchasing from an approved purchasing
cooperative or public entity.
AGREEMENT TERM: Upon City Council's approval, this agreement shall begin upon execution and
expire in accordance with the terms and conditions of GSA Contract GS-35F-0119Y.
RENEWAL OPTIONS: The Agreements may be renewed up to for two one-year renewal terms at the
City's option. This action does not require specific City Council approval provided that the City Council
has appropriated sufficient funds to satisfy the City's obligations during the renewal terms.
ADMINISTRATIVE CHANGE ORDER: An administrative change order or increase may be made by
the City Manager up to the amount allowed by relevant law and the Fort Worth City Code and does not
require specific City Council approval as long as sufficient funds have been appropriated.
Funding is budgeted in the ITS Other General Government Department's ITS Capital Fund for the
purpose of funding the FY23 Hyland (AIM) project, as appropriated.
apps.cfwnet.org/council_packet/mc_review.asp? I D=30919&cou ncildate=4/25/2023 1 /2
12/26/24, 10:02 AM M&C Review
FISCAL INFORMATION/CERTIFICATION:
The Director of Finance certifies that funds are available in the current capital budget, as previously
appropriated, in the ITS Capital Fund for the FY23 Hyland (AIM) project to support the approval of the
above recommendation and execution of the amendment to the contract. Prior to any expenditure
being incurred, the Information Technology Solutions Department has the responsibility to validate the
availability of funds.
TO
Fund Department Account Project Program Activity Budget Reference # Amount
ID ID Year (Chartfield 2)
FROM
Fund Department Account Project Program Activity Budget Reference # Amount
ID ID Year (Chartfield 2)
Submitted for City Manager's Office by_ Valerie Washington (6192)
Originating Department Head: Kevin Gunn (2015)
Additional Information Contact: Donlen Ruffin (2017)
ATTACHMENTS
04AMEND CITY SECRETARY CONTRACT 51829 CARAHSOFT HYLAND AIM funds availabilitv:pdf (CFW Internal)
04AMEND CITY SECRETARY CONTRACT 51829 CARAHSOFT HYLAND AIM Updated FID.xlsx (CFW Internal)
Form 1295 2023-980504.pdf (CFW Internal)
apps.cfwnet.org/council_packet/mc_review.asp?ID=30919&councildate=4/25/2023 2/2