HomeMy WebLinkAbout064738 - General - Contract - Carahsoft Technology CorporationCity Secretary Contract No. _64738_____.
FORT WORTH
CITY OF FORT WORTH
COOPERATIVE PURCHASE AGREEMENT
This Cooperative Purchase Agreement ("Agreement") is entered into by and between
Carahsoft Technology Corporation ("Vendor"), a Maryland corporation, and the City of Fort
Worth ("City"), a Texas home-rule municipality, through its duly authorized Assistant City
Manager. Vendor and City may be individually referred to as "party" and collectively as the
"parties."
The Cooperative Purchase Agreement includes the following documents which shall be construed
in the order of precedence in which they are listed:
L This Cooperative Purchase Agreement
2. Exhibit A— Vendor's Price Quotation
3. Exhibit B— Cooperative Agency Contract (GSA Schedule 47QSWA18D008F)
("Underlying Cooperative Contract")
4. Exhibit C— Conflict of Interest Questionnaire
Exhibits A, B, and C, which are attached hereto and incorporated herein, are made a part
of this Agreement for all purposes. Any other applicable provisions of the Underlying Cooperative
Contract located on the General Services Administration website, including, but not limited to,
any contract clauses, exceptions, terms, and conditions, including all modifications thereto, are
hereby incorporated into and made a part of this Agreement by reference as if fully set forth herein.
Vendor agrees to provide City with the services and goods included in Exhibit A pursuant to the
terms and conditions of this Cooperative Purchase Agreement, including all exhibits thereto. If any
provisions of the attached Exhibits conflict with the terms herein, are prohibited by applicable law,
conflict with any applicable rule, regulation or ordinance of City, the terms in this Cooperative
Purchase Agreement shall control.
City shall pay Vendor in accordance with the payment terms in Exhibit A and in accordance
with the provisions of this Agreement. Total payment made under this Agreement by City shall be
in the amount of Thirty-Eight Thousand One Hundred Fifteen Dollars and Eighty-Five Cents
($38,115.85). Vendor shall not provide any additional items or services or bill for expenses
incurred for City not specified by this Agreement unless City requests and approves in writing the
additional costs for such services. City shall not be liable for any additional eXpenses of Vendor
not specified by this Agreement unless City first approves such expenses in writing.
The term of this Agreement is effective beginning on the date signed by the Assistant City
Manager ("Effective Date") and eXpires on August 21, 2026. The City shall be able to renew this
Agreement at the City's sole discretion for two (2) additional annual renewal terms. If Vendor and
the General Services Administration extend or amend the expiration date the Underlying
Cooperative Agreement ("New Expiration Date"), the City reserves the right to amend this
Agreement to include additional renewal terms to conform this Agreement to the New EXpiration
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
Cooperative Purchasing Agreement Page 1
Date. . City or Vendor may terminate this Agreement at any time and for any reason by providing
the other party with 30 days' written notice of termination.
Vendor agrees that City shall, until the eXpiration of three (3) years after final payment
under this Agreement, or the final conclusion of any audit commenced during the said three years,
have access to and the right to examine at reasonable times any directly pertinent books,
documents, papers and records, including, but not limited to, all electronic records, of Vendor
involving transactions relating to this Agreement at no additional cost to City. Vendor agrees that
City shall have access during normal working hours to all necessary Vendor facilities and shall be
provided adequate and appropriate work space in order to conduct audits in compliance with the
provisions of this section. City shall give Vendor reasonable advance notice of intended audits.
Notices required pursuant to the provisions of this Agreement shall be conclusively
determined to have been delivered when (1) hand-delivered to the other party, its agents,
employees, servants or representatives or (2) received by the other party by United States Mail,
registered, return receipt requested, addressed as follows:
To CITY:
City of Fort Worth
Attn: Assistant City Manager
100 Fort Worth Trail
Fort Worth, TX 76102
To VENDOR:
Carahsoft Technology Corporation
Attn: Kristina Smith, Director of Contracts
11493 Sunset Hills Road, Suite 100
Reston, Virginia 20190
With copy to Fort Worth City Attorney's Office at Facsimile: N/A
the same address
Data Breach. Vendor further agrees that it will monitor and test its data safeguards
from time to time, and further agrees to adjust its data safeguards from time to time in light
of relevant circumstances or the results of any relevant testing or monitoring. If Vendor
suspects or becomes aware of any unauthorized access to any financial or personal
identifiable information ("City Data") by any unauthorized person or third party, or
becomes aware of any other security breach relating to City Data held or stored by Vendor
under the Agreement or in connection with the performance of any services performed under
the Agreement or any Statement(s) of Work ("Data Breach"), Vendor shall immediately
notify City in writing and shall fully cooperate with City at Vendor's expense to prevent or
stop such Data Breach. In the event of such Data Breach, Vendor shall fully and immediately
comply with applicable laws, and shall take the appropriate steps to remedy such Data
Breach. Vendor will defend, indemnify and hold City, its Affiliates, and their respective
officers, directors, employees and agents, harmless from and against any and all claims, suits,
causes of action, liability, loss, costs and damages, including reasonable attorney fees, arising
out of or relating to any third party claim arising from breach by Vendor of its obligations
contained in this Section, except to the extent resulting from the acts or omissions of City.
All City Data to which Vendor has access under the Agreement, as between Vendor and City,
will remain the property of City. City hereby consents to the use, processing and/or
disclosure of City Data only for the purposes described herein and to the extent such use or
Cooperative Purchasing Agreement Page 2
processing is necessary for Vendor to carry out its duties and responsibilities under the
Agreement, any applicable Statement(s) of Work, or as required by law. Vendor will not
transfer City Data to third parties other than through its underlying network provider to
perform its obligations under the Agreement, unless authorized in writing by City. Vendor's
obligation to defend, hold harmless and indemnify City shall remain in full effect if the Data
Breach is the result of the actions of a third party. All City Data delivered to Vendor shall be
stored in the United States or other jurisdictions approved by City in writing and shall not
be transferred to any other countries or jurisdictions without the prior written consent of
City.
City is a government entity under the laws of the State of Texas and all documents held or
maintained by City are subject to disclosure under the TeXas Public Information Act. To the extent
the Agreement requires that City maintain records in violation of the Act, City hereby objects to
such provisions and such provisions are hereby deleted from the Agreement and shall have no
force or effect. In the event there is a request for information marked Coniidential or Proprietary,
City shall promptly notify Vendor. It will be the responsibility of Vendor to submit reasons
objecting to disclosure. A determination on whether such reasons are sufficient will not be decided
by City, but by the Office of the Attorney General of the State of Texas or by a court of competent
jurisdiction.
The Agreement and the rights and obligations of the parties hereto shall be governed by,
and construed in accordance with the laws of the United States and state of TeXas, eXclusive of
conflicts of law provisions. Venue for any suit brought under the Agreement shall be in a court of
competent jurisdiction in Tarrant County, Texas. To the extent the Agreement is required to be
governed by any state law other than Texas or venue in Tarrant County, City objects to such terms
and any such terms are hereby deleted from the Agreement and shall have no force or effect.
Nothing herein constitutes a waiver of City's sovereign immunity. To the eXtent the
Agreement requires City to waive its rights or immunities as a government entity; such provisions
are hereby deleted and shall have no force or effect.
To the extent the Agreement, in any way, limits the liability of Vendor or requires City to
indemnify or hold Vendor or any third party harmless from damages of any kind or character, City
objects to these terms and any such terms are hereby deleted from the Agreement and shall have
no force or effect.
The parties agree that the Underlying Cooperative Agreement and any reference thereto is
for incorporation by reference only and does not create privity with the United States Government.
The parties agree that all procurement and performance under this Agreement are between the City
and Vendor.
No Boycott of Israel: If Vendor has fewer than 10 employees or this Agreement is for
less than $100,000, this section does not apply. Vendor acknowledges that in accordance with
Chapter 2271 of the Texas Government Code, the City is prohibited from entering into a contract
with a company for goods or services unless the contract contains a written verification from the
company that it: (1) does not boycott Israel; and (2) will not boycott Israel during the term of the
Cooperative Purchasing Agreement Page 3
contract. The terms "boycott Israel" and "company" has the meanings ascribed to those terms in
Chapter 2271 of the TeXas Government Code. By signing this Agreement, Vendor certifies that
Vendor's signature provides written verification to the City that Vendor: (1) does not boycott
Israel; and (2) will not boycott Israel during the term of the Agreement.
No Boycott of Energy Companies: If Vendor has fewer than 10 employees or this
Agreement is for less than $100,000, this section does not apply. Vendor acknowledges that in
accordance with Chapter 2276 of the TeXas Government Code, the City is prohibited from entering
into a contract for goods or services that has a value of $100,000 or more that is to be paid wholly
or partly from public funds of the City with a company with 10 or more full-time employees unless
the contract contains a written verification from the Vendor that it: (1) does not boycott energy
companies; and (2) will not boycott energy companies during the term of this Agreement. To the
extent that Chapter 2276 of the Government Code is applicable to this Agreement, by signing this
Agreement, Vendor certifies that Vendor's signature provides written veri�cation to the City that
Vendor: (1) does not boycott energy companies; and (2) will not boycott energy companies during
the term of this Agreement.
Prohibition on Discrimination Against Firearm and Ammunition Industries: If
Vendor has fewer than 10 employees or this Agreement is for less than $100,000, this section
does not apply. Vendor acknowledges that except as otherwise provided by Chapter 2274 of the
Texas Government Code, the City is prohibited from entering into a contract for goods or services
that has a value of $100,000 or more that is to be paid wholly or partly from public funds of the
City with a company with 10 or more full-time employees unless the contract contains a written
verification from the Vendor that it: (1) does not have a practice, policy, guidance, or directive that
discriminates against a firearm entity or firearm trade association; and (2) will not discriminate
during the term of the contract against a firearm entity or firearm trade association. To the eXtent
that Chapter 2274 of the Government Code is applicable to this Agreement, by signing this
Agreement, Vendor certifies that Vendor's signature provides written veri�cation to the City that
Vendor: (1) does not have a practice, policy, guidance, or directive that discriminates against a
firearm entity or firearm trade association; and (2) will not discriminate against a firearm entity or
firearm trade association during the term of this Agreement.
(signature page follows)
(remaindeY of this page intentionally left blank)
Cooperative Purchasing Agreement Page 4
The undersigned represents and warrants that he or she has the power and authority to
eXecute this Agreement and bind the respective party.
CITY OF FORT W TH:
By: _�
Name: Jesica McEachern
Title: Assistant City Manager
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.
Date:
o2/v/2o26
APPROVAL RECOMMENDED:
Chris�to�her {�arder
B�7; Christopher Harder (F b 12, 2026 06�.57�53 CST)
Name: Christopher Harder
Title: Director, Water Department
n
ATTEST: � oFFORr�a�
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By:
Name: Jannette S. Goodall
Title: City Secretary
. �
By: Richard Lisenbee (Feb 2, 202612:54:31 CST)
Name: Richard Lisenbee
Title: Senior IT Manager, Water Dept.
APPROVED AS TO FORM AND LEGALITY:
�O/Ny1 K,/.�'.OA�/ � �
B�7� M. Kevin Antlers, II �Feh iL, Z0260� 48:2� GST)
� Name: M. Kevin Anders, II
Title: Assistant City Attorney
CONTRACT AUTHORIZATION:
M&C: N/A
VENDOR:
CARAHSOFT TECHNOLOGY
CORPORATION
By; /�2�a2%K.r'.� Sy�2�
Name: Kristina Smith
Title: Director of Contracts
Date: 1 /30/26
�FFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
Cooperative Purchasing Agreement Page 5
EXHIBIT A
CARAHSOFT TECHNOLOGY CORPORATION
PRICE QUOTATION
�'.: L! FERAY
GOVERNMENT- PRICE QUOTATI�N
LIFERAY GOVERNMENT
1 1493 SUNSET HI�LS ROAD � SUITE 100 � RESTQN, V#RGINIA 2CI190
PHONE (7�3) 871-850❑ � FAX (7a3) 871 8505 � TOLL FREE (88�1 ubCARAhi
WWW.CARAHSOFT.COM � SALES@CARAH50FT.Cdf.9
Please submit orders to opensourceordess@carahsnft.cu�r�
TQ: Anandhi Narayanan
Senior 5oftware Developer
City af Fort Worth
100D ThroCkmorton St
Fort WoRh, TX 76102 USA
EMAI�: anandhi.narayanan@fortworihtexas.gov
PMQfV
TERMS
E: (817)392-5375
G5A Schedule No 47QSWA18D008F
Term: August 22, 2D18 - August 21, 2028
FTIN: 52-2189693
Shipping Pofnt: FOB �estination
Credit Cards VISAIMasterCardIAMEX
Remit To Same as Above
Payment Terms: Net 30 (On Approved Credit)
Cage Code: 1P3C5
DUNS No: 088365767
UEL b78KJHZXVJHS
BuSineSs Size: Qther than 5mall
Sales Tax May Apply
carahsoft.
FROM: 5tephen Knott
Liferay Government at Carahsoft
11493 Sunset Hills Road
Suite 100
Reston, Virginia 20190
EMAIL: Stephen.Knott@carahsoft.com
PHONE: {571)662-3746
QUOTE NO:
QUOTE �ATE:
QUOTIE EXPIRES:
RFQ NO:
SHIPPING:
TOTAL PRICE:
TpTAL QUOTE:
51950fi00
t212912D25
01/28/2026
ESD
� 38,115.85
$38,115.85
LINE NO. PART NO. DESCRiPTfdN PRICIlVG QUO�E PRICE CZTY EXTENDED PRICE
��� _ _ - ---- - ------- ----- ... . __ - --
1 DXPGP1-611 Liferay DXP Subscription - Gold Prod Sizing 1 LIST: $26.000.00 $25.410.57 GSA 1 525,410.57
Liferay - �XPGP1 GSA �,25.410.58
Start Date 0111 p12025
End Date: 01109/2027
_ - _ - - _ _ - -- -- .... _
2 QXPGNPI-fi1 � Liferay DXP Subscription - Gofd Non-Prod LIST: $6 50D.00 $6,352.64 GSA 2 $12,705.28
5izing 1 GSA: $6.352.64
Liferay- DXPGNPI
5tart Date 01I1012026
End Date: 01/09/2027
. _W - --_ _ - _ __ ._
SUBTOTAL: $38,115.85
TOTAL PRlCE: $38,115.85
_ _ ..__
TOTAL QUOTE: 538,115.85
Previaus PO 3t FW060-0004U26161
For all Open Market Price Quotatians orders: Use of the Liferay software and services pro�ided under this Price Quote, including any purchase order (PO} that relates to this
Price Quote, shall be governed by the terms and conditions at: https://www.liferay.com/legal/doc/esa/1301610_USGOV.
If yau do not accept and agree such terms and conditions, do not accept this Price 4uote and do not issue a PO against this Price Quote. Any entity responsible for resale or
transfer af the subscriptions to the end customer, shall bear responsibility for including the a6o�e statement in any of its Price Quotes and POs, as applica6le, relating to this
Price Quote.
For GSA orders: Use of the Liferay software and servites pro�ided under this Price Quote, including any purchase order (POj that relates to this Price Quote, shall be governed
by the terms and conditions outlined in the GSp Accepted terms and conditians that govern the contract. Terms are founei here:
http://www.ca ra hso#C.com/a pplitation/fil es/7814/4543/1313/Liferay_EiJ LA.pdf.
Any entity responsi6le for resale ar transfer of the subscriptions to the end customer, shall bear responsibility for including the a6ove statement in any of its Price Quotes and
POs, as applicable, relating to this Price Quote.
For SEWP orders: Use of the Liferay software and services provided under thi5 Price Quote, intluding any purchase order {PO) that relates to this Price Quote,
shall be governed hy the terms and tonditions outkined in the SEWP Accepted terms and conditions that govern the cnntract as well as the Liferay EULA which can be found
here:
https://unvw.liferay.co m/legal/doc/esa/130161D_USGOV.
_ -- - _ _ _ _ _ _ ----- . _ _ _ - _ -
CONFIDENTIAL QUOFE DATE: 12IzgI2025
- - -- - ' � lltlllTC niri, r�nrncnn
EXHIBIT B
COOPERATIVE AGENCY CONTRACT
cara �so �q�
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
www.carahsoft.com
Contract Number:
47QSWA18D008F
Multiple Award Schedule (MAS)
Period Covered by Contract:
August 22, 2018 — August 21, 2028
Authorized Special Item Numbers (SINs):
Special Item No. 33411: Purohasing 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. 541370GE0: 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. 6ll 420: Information Technology Training
Special Item No. 811212: Maintenance of Equipment, Repair Services &/or Repair/Spare Parts
Special Item No. 333429: 3D Prinring and Additive Manufacturing Solurions
Special Item No. 518210ERM: Electronic Records Management
Special Item No. 493110RM: Physical Records Management Solurions
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
Special Item No. 541519CSP Credential Service Providers
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
https://�saadvantagc.�ov
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 1
47QSWA18D008F
Table of Contents
Contractor Data 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
llb. 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 (DiJNS) Number ........................................................................................................ 6
26. Noriiication Regarding Registrarion 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. 541370GE0: Earth Observation Solutions ................................................................................................. 32
Special Item No. 54151: Software Maintenance Services ...................................................................................................... 33
Special Item No. 54151ECOM: Electronic Commerce and Subscriprion Services ............................................................... 33
Special Item No. 54151 S: Information Technology Professional Services ........................................................................... 33
Special Item No. 561422: Automated Contact Center Solurions (ACCS) ............................................................................. 37
Special Item No. 611420: Information Technology Training ................................................................................................ 37
Special Item No. 811212: Maintenance of Equipment, Repair Services andlor 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 ......................................................................................
Vendor Certification for SIN 518210ERM ...........................................................................................................................
Vendor Certification for SIN 493110RM .............................................................................................................................
Vendor Certification for SIN 493110RM ...............................................................................................................................
ATTACHMENT I- AUTHORIZED PARTICIPATING DEALERS ....................................................................................
ATTACHMENT II— Contractor Team Arrangements ...........................................................................................................
ATTACHMENT III — Commercial Supplier Agreements ......................................................................................................
ATTACHMENT IV A— U. S. Government Adobe FITARA Addendum ...............................................................................
ATTACHMENT IV B— U. S. Government Nutanix FITARA Addendum .............................................................................
ATTACHMENT IV C- U.S. Government VERITAS FITARA Addendum .........................................................................
ATTACHMENT V— Approved IT Manufacturers ................................................................................................................
Promotions............................................................................................................................................................................
43
43
44
47
48
49
50
51
54
58
61
74
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 3
47QSWA18D008F
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) � (703) 871-8505 (fax)
contracts(�a,carahsoft.com
Business Size: Other than Small
DiJNs Number: 088365767
Ordering Instructions / Terms and Conditions
1 a. Authorized Spccial 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. 541370GE0: Earth Observarion Solutions
Special Item No. 54151: Software Maintenance Services
Special ItemNo. 54151ECOM: Electronic Commerce and Subscription Services
Special Item No. 54151 S: Informarion Technology Professional Services
Special Item No. 561422: Automated Contact Center Solutions (ACCS)
Special Item No. 6ll 420: Information Technology Training
Special Item No. 8ll 212: 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 Solurions
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
Special Item No. 541519CSP Credential Service Providers
lb. Lowcst Priccd Modcl Numbcr and Pricc 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
SIN 511210
SIN 518210C
SIN 532420L
SIN 541370GE0
SIN 54151
SIN 54151 ECOM
SIN 54151S
SIN 564122
SIN 611420
SIN 811212
$500,000
$500,000
$500,000
$500,000
$1,000,000
$500,000
$500,000
$500,000
$500,000
$250,000
$500,000
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 4
47QSWA18D008F
SIN 333429
SIN 518210ERM
SIN 493110RM
SIN 3361E
SIN OLM
SIN 518210FM
SIN 541519CSP
$750,000
$1,000,000
$1,000,000
$2,000,000
$250,000
$500,000
$500,00
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 5
47QSWA18D008F
3. Minimum Order: Not Applicable
4. Geographic Coverage
Domestic and Overseas
5. 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 Orderin� 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
11 a. Time of Delivery
SIN 33411: 45 Days after Receipt of Order
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 6
47QSWA18D008F
SIN 511210: 30 Days after Receipt of Order
SIN 518210C: 30 Days after Receipt of Order
SIN 532420L: 30 Days after Receipt of Order
SIN 541370GE0: 30 Days after Receipt of Order
SIN 54151: 30 Days after Receipt of Order
SIN 54151ECOM: 30 Days after Receipt of Order
SIN 54151 S: 30 Days after Receipt of Order
SIN 561422: 30 Days after Receipt of Order
SIN 611420: 30 Days after Receipt of Order
SIN 811212: 30 Days after Receipt of Order
SIN 333429: 30 Days after Receipt of Order
SIN 518210ERM: 30 Days after Receipt of Order
SIN 493110RM: 30 Days after Receipt of Order
SIN 3361E: 30 Days after Receipt of Order
SIN 518210FM 30 Days after Receipt of Order
SIN 541519CSP 30 Days after Receipt of order
l lb. Expedited Dclivery
Please contact the Contractor for availability and rates.
11 c. 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)
��03� s�i-ssos �faX�
�saorders(a�carahsoft.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)
��03� s�l-gsos �faX�
�sapavments(�a,carahsoft.com
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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 Maintenancc
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 (DLJNS) Number
088365767
26. Notification Regarding Registration in System for Award Management (SAM) Database
Contractor has an Active Registration in the SAM database
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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.
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Tablc of Awardcd Spccial Itcm Numbcrs (SINs)
Authorized Special Item Numbers (SINs) Title/ Description
33411 Purchasing of new electronic equipment
511210 Software Publishers
518210C Cloud and Cloud-Related IT Professional Services
532420L
541370GE0
54151
54151 ECOM
541515
561422
611420
811212
333429
518210ERM
493110RM
3361E
OLM
518210FM
541519CSP
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 Number Information
Special Item No. 334] ]: 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
Mulri-Function Device (MFD) equipment, broadcast band radio, two-way radio (LMR), microwave
radio equipment, satellite communicarions equipment, radio transmitters/receivers (airborne), radio
navigarion equipment/antennas, oprical/imaging systems, and associated peripherals required for
operations (such as controllers, connectors, cables, drivers, adapters, etc., ancillary installarion of any
equipment purchased.
NOTE: Subject to Cooperative Purchasing FSC CLASS 7010 - SYSTEM CONFIGURATION
End User Computers/Desktop Computers Professional Warkstations Servers Laptop/Portable/Notebook
Computers Large Scale Computers Oprical and Imaging Systems Other Systems Configuration
Equipment, Not Elsewhere Classified
FSC CLASS 7025 - INPUT/OUTPUT AND STORAGE DEVICES
Printers Display Graphics, including Video Graphics, Light Pens, Digitizers, Scanners, and Touch Screens
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Netwark 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 EquipmentAudio and Video Teleconferencing Equipment
FSC CLASS 5810 - COMMUNICATIONS SECURITY EQUIPMENT AND COMPONENTS
Communicarions 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 COMMLTNICATION 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 P UBLIC ADDRESS SYSTEMS, EXCEPT
AIRBORNE
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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. S ll210: 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
- Applicarion Software
- Electronic Commerce (EC) Software
- Utility Software
- Communicarions Software
- Core Financial Management Software
- Ancillary Financial Systems Software
- Special Physical, Visual, Speech, and Hearing Aid
Software Microcomputers
- Software Microcomputers
- Operaring System Software
- Applicarion 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
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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
FSGPSC Class D305 IT AND TELECOM- TELEPROCESSING, TIMESHARE, AND CLOUD COMPUTING
Cloud Computing Services
• Commercially available cloud
compuring services
• Meets the National Insritute for
Standards and Technology (NIST)
definition of Cloud Computing
essential characteristics.
• Open to all deployment models
(private, public, community or
hybrid), vendors specify
deployment models
1. Software as a Service (SaaS): Consumer
uses provider's applications on cloud
infrastructure. Does not manage/control platfarm
or infrastructure. Limited
application level coniiguration 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
coniiguration, but does not manage the
infrastructure.
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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".
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Table 2: Cloud Service Description Requirements
# Description Requirement Reporting
Type
Provide a brief written
description of how the
proposed cloud
computing services (i.e.
Iaa S, etc.)
satisfies each individual
essential NIST
Characteristic
Select NIST deployment models
for the cloud computing service
proposed.
Optionally select the most
appropriate IVIST service model
that will be the
designated sub- catcgory, or may
select no sub-category.
Instru
ctions
Mandatory The cloud service must be capable of satisfying each of the five
NIST essential Characteristics as outlined in NIST Special
Publication 800-145. See `GUIDANCE FOR CONTRACTORS:
MST Essential Characteristics' below in this document for detailed
overall direction, as well as guidance on inheriting essential
characteristics. The NIST "Measured Service" characteristic
requires a minimal "pay as you go" unit of
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 iit under "Term Software License" SIN
132-32. Likewise, offers of any combinarions 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.
Mandatory Contractors must select at least one NIST deployment model as
outlined in NIST Special Publication 800 - 145 describing how
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.
Optional Contractor may select a single NIST Service model to sub-
categorize the service as outlined in NIST Special Publication
800-145. Sub- category selection is optional but recommended.
See `GUIDANCE FOR CONTRACTORS: NIST Service Model'
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.
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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 speciiic deiinitions 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 Computing 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
General Guidance
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 � httu://csrc.nist.gov/publications/nistuubs/800-145/SP800-145.udf
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Table 3: Guidance on MeetingNTST Essential Characteristics
Characteristic Capability
On- . Ordering acrivities
demand can directly
self- provision services
service without requiring
Contractor
Broad
Network
Access
mtervention.
. This characteristic is
typically
implemented via a
service console or
programming
interface for
provisioning
. Ordering activities
are able to access
services over
standard agency
networks
. Service can be
accessed and
provisioned using
standard devices
such as browsers,
tablets and mobile
phones
Resource . Pooling distinguishes
Pooling cloud services from
simple offsite hosring.
. Ordering activities
draw resources from
a common pool
maintained by the
Contractor
. Resources may have
general
characteristics such
as regional location
Guidance
Government procurement guidance varies on how to implement on-demand
provisioning at this time.
Ordering activiries may approach on-demand in a variery of ways,
including "not-to-exceed" limits, or imposing monthly or other
appropriate payment cycles on what are essenrially on demand services.
Services under this SIN must be capable of true on- demand self-service, and
ordering activities and Contractors must negotiate how they implement on
demand capabilities in practice at the task order level:
. Ordering activities must specify their procurement approach and
requirements for on- demand service
. Contractors must propose how they intend to meet the approach
. Contractors must certify that on-demand self-service is technically
available for their service should procurement guidance become
available.
. Broad network access must be available without significant qualiiication
and in relation to the deployment model and security domain of the
service
. Contractors must specify any ancillary acrivities, services or equipment
required to access cloud services or integrate cloud with other cloud or non-
cloud networks and services. For example, a private cloud might require an
Ordering Activity to purchase or provide a dedicated router, etc. which is
acceptable but should be indicated by the Contractor.
. The cloud service must draw from a pool of resources and provide an
automated means for the Ordering Activity to dynamically allocate them.
. Manual allocation, e.g. manual operations at a physical server farm where
Contractor staff
configure servers in response to Ordering Activity requests, does not meet this
requirement
. Similar concerns apply to software and platform models; automated
provisioning from a pool is required
. Ordering activities may request dedicated physical hardware, software or
platform resources to
access a private cloud deployment service. However the provisioned cloud
resources must be drawn from a common pool and automatically allocated
on request.
Rapid Elasticity . Rapid provisioning • Rapid elasticity is a speciiic demand-driven case of self-service
and de- provisioning •`Rapid' should be understood as measured in minutes and hours, not days or
commensurate with �'�'eeks.
demand • 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.
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Measured . Measured service . Procurement guidance for on-demand self-service applies to measured
Service should be understood service as well, i.e. rapid elasticity must be technically available but
as a reporting ordering activities and Contractors may mutually designate other
requirement that contractual arrangements.
enables an Ordering . Regardless of specific contractual arrangements, reporting must indicate
Activity to control actual usage, be continuously available to the Ordering Activity, and
their use in provide meaningful metrics appropriate to the service measured
cooperation with self . Contractors must specify that measured service is available and the general
service sort of inetrics 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 Scrviccs (i.a Iaa S, ctc.) may dcpcnd on othcr cloud scrviccs, and cloud scrvicc modcls 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 suppart the inherited
service as an acceptable IaaS provider.
Assessing Broad Network Access
Typically broad network access for public dcployment models implics high bandwidth acccss 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 resourcc pools are finitc, and only give thc appcarancc of infinite resourccs when sufficicntly largc, 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 Acrivity that procures access to the pool as a source of dynamic service allocarion.
1) NIST Service Model
The Contractor may oprionally 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 Deiinition of
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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 activiries in
locaring 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`Bmail 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 scrvice 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
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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 Scrvicc Modcls
Service Model
Guidance
Infrastructure as a Service Select an TaaS model for service based equivalents ofhardware appliances such as virtual
(IaaS) machincs, 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, netwark
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 applicarion 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.
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Platform as a Service (PaaS) Select a PaaS model for service based equivalents of complete orpartial software platforms. For the
purposes of this classification, consider a platform as a set of software services capable of
dcploying 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 applicarion,
• 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 definirions
• 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 signiiicant 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 rypically 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.
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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.
Some minor coniiguration may be available, but the scope of the coniiguration is limited to the
scope and then the permissions of the coniiguring user. For example an agency manager might
be able to configure some aspects of the application for their agency but not all agencies. An
agency user might be able to configure some aspects for themselves but not everyone in their
agency. Typically only the Contractor would be permitted to configure aspects of the software
for all users.
Examples of SaaS services include email systems, business systems of all sorts such as travel
systems, inventory systems, etc., wiki's, websites or content management systems, management
applicarions that allow a customer to manage other cloud or non-cloud services, and in general
any system where customers interact directly for a business purpose.
Gray areas include services that customers use to configure other cloud services, such as cloud
management software, cloud brokers, etc. In general these sorts of systems should be considered SaaS,
per guidance in this document.
2) Denlovment 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.
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47QSWA18D008F
Table 5: Guidance for Selecting aDeployment Model
Deployment Model Guidance
Private Cloud The service is provided exclusively for the benefit of a defmable
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 deiined 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 capaciry, e.g.
bursting.
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47QSWA18D008F
Spccial Item No. 532420L: Leasing of ncw electronic equipment
Leasing of new electronic equipment. Includes the following lease types:
Lease to Ownership, and Lease with Option to Own
NOTE: Subj ect to Cooperative Purchasing
FSC/PSC Class W070 LEASE OR RENTAL OF EQUIPMENT- ADP
EQUIPMENT/SOFTWARE/SUPPLIERS/SUPPORT EQUIPMENT
Lease of Products
1NFORMATION 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
Feb 1995
52.227-14
STATEMENT
Rights in Data-General
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-ll. 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 activiry's intent to renew. Such notice to renew shall not bind
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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 durarion 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 ardering activity, ar as
specified in the initial arder. No termination fees shall apply if the ardering 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 availabiliry, or twelve
months, whichever occurs later, notwithstanding the intervening fiscal years.
3. 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.
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 activiry'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 recognirion of the types of products available for lease and the potenrial 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
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 qualiiied 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
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47QSWA18D008F
acrivity to ensure that maintenance is in effect for the Lease term for a ll products leased.
ri. 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.
ri. 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 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 S.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.
£ LEASE END/DISCONTINUANCE OPTIONS
i. Upon the expiration of the Lease Term, Terminarion 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 26
47QSWA18D008F
lease payments shall be computed.
ri. Relocation - The ordering activiry 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 exceptthose created forthe
benefit of Contractor or its assigns.
iri. 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;
ri. returned all software documentarion, 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.
ri. 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).
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47QSWA18D008F
iv. Leases of additions and upgrades must be co-terminus with that of the product.
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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 activiry. 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 documentarion 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 idenriiied 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 fuliill 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 � Option to Purchase Equipment � Feb 1995
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 28
47QSWA18D008F
52.227-14 � Rights in Data-General � 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 iniriated 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.
b. 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 cxecuted by the ordering activity on the basis that the known rcquirement 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 speciiied 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 29
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 fuliill 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).
ri. 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 activiry'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 acriviry as the result of any Terminarion for Convenience of the
ordering acriviry must be rea sonable and may not exceed the sum of the fiscal year's payment
obligarions less payments made to date of terminarion plus the Terminarion Ceiling.
a 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
sufiicient to make all payments for the lease Term will be available to the ordering activiry.
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 funcrionally similar product or (b)
there is a continuing need, but adequate funds have not been made available to the ordering
activiry 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.
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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 wark performed based upon
the shorter lease term. No Termination for Convenience costs will be associated with the
expirarion 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 setoffprovision 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 activiry'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
acrivity to ensure that maintenance is in effect for the Lease term for all products leased.
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47QSWA18D008F
ri. 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. Far 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.
ri. 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.
rii For any lease extension, the extension lease payment will be based on the original residual
value, in lieu of the purohase 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 S.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.
£ LEASE END/DISCONTINUANCE OPTIONS
i. Upon the expiration of the Lease Term, Terminarion 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.
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47QSWA18D008F
ri. 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 activiry 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.
rii. 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 iiles and copies of the software from the equipment on
which it was installed;
ri. returned all software documentarion, 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.
ri. 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 33
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 activiry. The
ordering activity shall assume risk of lo ss or damage to the product during relocation, (i.e., moving the
product from one ordering activity location to another ardering 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. 541370GE0: 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 netwarks, platforms, and applications. Offerings
include global coverage, imagery, archive storage and distribution, monitoring, basemaps (mosaics),
and earth observation solurions for accurate, mission cririca 1 informarion for uses to include, but not
limited to, environmental, agriculture, meteorology, forestry, fish & wildlife habitats, disaster response
and recovery, defense, maritime, mapping, humanitarian support, transportarion, 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 34
47QSWA18D008F
TIMESHARE, AND CLOUD COMPUTING
- IT AND TELECOM- TELEPROCESSING, TIMESHARE, AND CLOUD
COMPUTING
FSC/PSC Class D317 IT AND TELECOM- WEB-BASED SUBSCRIPTION
- Crearion/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 Tclecommunications 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. 54151 ECOM: 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 dcsign; programming, conversion and implementation support; network services,
data/records management, and testing.
NOTE: Subj ect 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, tesring, evaluarion, production, analysis,
and implementation of information systems, programs and equipment. Provides technical
assistance to others warking on requirements, dcfinirion, system requirements analysis, system level
design and integration, operations support planning and/or the coordination of the preparation of
system development speciiications 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 35
47QSWA18D008F
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/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: 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 integrarion of various project
management tools. Develops project controls and reparring procedures. Assists in the training of the
project team on applicarion of the procedures. Analyzes project progress/costs and
assists with development and evaluarion of alternarives when the project falls behind schedule or exceeds
budget. Develops and delivers presentarions 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 warking 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 36
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, validaring and documenting. complex customer operaring 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 E�perience: Has approximately 7 years of experience with skills covering the
planning, research, development, design, tesring, evaluation, production, analysis, and implementation of
multi-tier network configurations for web enabled applicarions. 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/capaciry, data validation, securiry 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 37
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 proj ect 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 Wark, project planning and management, resource allocation, and reporting.
Minimum Education: B.S. in Engineering, Mathematics, Computer Science, Operarions Research, or
applied science.
Labor Category
� Consultant Engineer
� Information Architect
� Project Manager
ISenior Consulting Engineer
Senior Information
Architect
� Senior Project Manager
August 2022
August 2023
YEAR 5
222.68
217.64
217.64
255.74
August 2023
August 2024
YEAR 6
229.27
224.08
224.08
263.30
August 2024
August 2025
YEAR 7
236.06
230.71
230.71
271.10
August 2025
August 2026
YEAR 8
243.04
237.54
237.54
279.12
August 2026
August 2027
YEAR 9
250.24
244.57
244.57
287.39
278.49 286.73 295.21 303.95 312.95
272.76 280.83 289.14 297.69 306.51
August 2027
August 2028
YEAR 10
257.64
251.82
251.82
295.89
322.21
315.58
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 38
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 Purohasing
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 39
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/warranry or maintenance responsibiliry 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 40
47QSWA18D008F
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.
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.
Indicate if there will be an additional charge for
travel and transportation.
Yes No
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 41
47QSWA18D008F
INFORMATION TECHNOLOGY CATEGORY HARDWARE SUBCATEGORY
SIN 811212 Hardwarc Rcpair Scrvice Order Tcrms
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 condirion.
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.
ri) 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 42
47QSWA18D008F
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 activiry 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.
ri) 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 43
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.
fj 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
Contractor/OEM Facility
Ordering Activity Location
(Within Established
Service Areas)
Ordering Activity Location
(Outside Established Service
Areas)
Minimum Charge *- Hourly Rate - After Hourly Rate - Sunday and
Regular Hours Hours Holidays
*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 dated_, at 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 44
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 funcrional prototype images and printed objects. All rypes of
consumables and other items related to this SIN are included.
Special Item No. 518210ERM: Electronic Rccords 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, disposirion, 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 45
47QSWA18D008F
DocuSign Envelope ID: C1F48D18-8E78-4C8C-BFOE-538241A72803
SIN 518210ERM Vendor Certification for Electronic Records
Management Solutions- Hyland
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 ineeting 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 aqencies.
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 vou must arovide a brief s�ammary descriation 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 se/f-
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: C1F48D18-8E78-4C8C-BFOE-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 A/fresco 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: C1F48D18-8E78-4C8C-BFOE-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 lMAP 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, 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?
Alfresco can manage socia/ media posts as per any other content via use ofAlfresco 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-bsed, 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 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?
Not applicable.
Questions for Element 5- Photographs (Born-Digital and Scanned Images)
P/ease 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 A/fresco 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-538241A72B03
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 A/fresco 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 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?
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
P/ease 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 ineeting all standards described in
the solicitation and NARA's Universal Electronic Records Management Requirements
attachm�nt f�r each of the sections of ERM Elements we have proposed, as indicated above.
DocuSigned by:
C- �.—� j`s.-,.
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 EnvelopelD: E6833937-348C-477A-B6F3-E8EOOOD56597
SIN 518210ERM Vendor Certification for Electronic Records
Management Solutions — AvePoint
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 ineeting all standards associated with the elements they
propose by completing this self-certification. Vendors must include a completed copv of this
certificafion in their published GSA MAS Contract Price List to help illustrate their ERM
caaabilities 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.
�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 vou must arovide a brief summary descriation 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 se/f-
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 EnvelopelD: E6833937-348C-477A-B6F3-E8EOOOD56597
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 fagging 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 (producfs/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 reposifory. Records are stored using Microsoft confent 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 Goog/e. 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 EnvelopelD: E6833937-348C-477A-B6F3-E8EOOOD56597
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-accepfable 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 considerare: 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 yourawarded 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 offersolutions 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 yourawarded 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 EnvelopelD: E6833937-348C-477A-B6F3-E8EOOOD56597
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 ineeting 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
CDocuSigned by:
�t,w�n, j�V'��S
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 - Gimmal
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 ineeting all standards associated with the elements they
propose by completing this self-certification. Vendors must include a completed copv of this
certificafion in their published GSA MAS Contract Price List to help illustrate their ERM
caaabilities 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.
�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 vou 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 se/f-
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 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)?
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 whaf social media platforms allow for capfure?
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 yourawarded 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 considerare: 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 offersolutions additional to whaf the agency uses, work with theircurrent systems, orboth?
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 foridentifying duplicates? What otherorganizational methods do you employ formanaging
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 ineeting all standards described in the
solicitation and NARA's Universal Electronic Records Management Requirements attachment
for e ch. of a`he sections of ERM Elements we have proposed, as indicated above.
��ocuSigned by:
WWVW � ` .. I I ,.' ..
�� I�lI,.,\-I,.AI-I��...
Offeror
(To be signed only by an authorized principal, with authority to bind the undersigned
contractor)
Shane Steffen
Name (Printed)
chief Financial officer
Title
7une 17, 2024 � 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 - ProofPoint
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 ineeting all standards associated with the elements they
propose by completing this self-certification. Vendors must include a completed copv of this
certificafion in their published GSA MAS Contract Price List to help illustrate their ERM
capabilities to federal customer apencies.
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 vou 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 se/f-
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, p/ease 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), WhaYs 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, p/ease put "Not Applicable.']
Element 3 - Social Media
Please provide a brief summary of yourawarded 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, p/ease put "Not Applicable.']
Questions for Element 6- Digital Audio and Video
Please provide a brief summary of your awarded offerings (products/services/solufions) 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, p/ease put "Not Applicable.']
Questions for Element 7- Structured Data
Please provide a brief summary of your awarded offerings (products/services/solufions) 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 ineeting 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.
cara so to
Vendor Certification for SIN 493110RM -
493110RM Includes capabilities to manage the movement, manipulation, archiving, security, and
management ofphysical records, including any ancillary supplies and/or services necessary to provide a total
physical records management solution.
Vendor Certification for SIN 3361E -
3361E Includes electric and autonomous vehicles and accessories.
SIN 5182] OFM Financial Management Quality Service Management Office (FM QSMO) Core
Financial Management (FM) Solutions and IT Professional Services —
518210FM Includes Core Financial Management Solutions (Core FS) and Financial Management (F1V�
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:
https://www. carahsoft.com/buv/�sa-schedule-contracts/�sa-multiple-
award-schedule-contract/authorized-dealers
ATTACHMENT II - Contractor Team Arrangements
Schedule Contractors participating in a Contractor Team Arrangemcnt must abidc by all tcrms and condirions of thcir
respective contracts. This includes compliance with Clause 552.238-74, Industrial Funding Fee and Sales Reporting,
i.e., each contractor (team member) must report salcs and remit the LFF 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 63
(703) 871-8500 47QSWA18D008F
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ATTACHMENT III - Commercial Supplier Arrangements
For the complete list of Commercial Supplier Agreements vetted and approved by GSA for inclusion into the GSA
Schedule Contract, please see: https://www.carahsoft.com/buv/�sa-schedule-contracts/approved-csas
ATTACHMENT IV A- U.S. Government Adobe FITARA Addendum
Introduction
This Federal Supply Schedule Addendum supplements GSA Federal Supply Schedule ContractNumber GS-35F-
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 Managementpolicy
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 acquisirion 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 speciiic 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 cerrificate based digital signatures on PDF documents when used with Acrobat*.
Discount Discount Discount
SKU
Description
List Price
Level l
GSA Price >$SM
Annual
Spend*
$367,623.2 8%
$567,023.2 8%
$1,134,046.5 8%
Leve12 Leve13
>$15M >$20M
Annual Annual
Spend* Spend*
15% 30%
15% 30%
15% 30%
64
Adobe Enterprise Digital Rights
210T-1423- Management Bundle 12 Months TERM
DRM1 Tier 1: Up to 1,000 Users
Adobe Enterprise Digital Rights
210T-1423- Management Bundle 12 Months TERM
DRM2 Tier 2: Up to 5,000 Users
$405,600A(
$625,600A(
210T-1423- Adobe Enterprise Digital Rights $1,251,200.0(
DRM3 Management Bundle 12 Months TERM
Tier 3: Up to 10,000 Users
Carahsoft Technology Corp. MAS Schedule Terms & Conditions
(703) 871-8500 47QSWA18D008F
contracts@carahsoft.com
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210T-1423- Adobe Enterprise Digital Rights $2 ��� 400A( $2,517,343.1f
DRM4 Management Bundle 12 Months TERM
Tier 4: Up to 25,000 Users
210T-1423- Adobe Enterprise Digital Rights $5,554,800.0( $5,034,6863�
DRMS Management Bundle 12 Months TERM
Tier 5: Up to 50,000 Users
8% 15%
8% 15%
30%
30%
Adobe Consulting Services are required with thc purchase of cach bundle listed above. The recommended number
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-DRMS — 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
• Lcve12 Discount Level is reached when parent agency reaches annual spend of $15,000,000.00
• Leve13 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 lst. A fulllisting of eligible parent and sub agencies can be found on
OPM.gov located HERE.
In addirion 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 inirial period of performance for all eligible Adobe Term Liccnses purchased will be 12
months. In the event an ordering organization should require a custom or pro-rated period of performance, we will
wark 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
Carahsoft Technology Corp. MAS Schedule Terms & Conditions 65
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Product
Description
Adobe Experience Manager Forms 6.2 — On Premise Term - Per
Core - 12 Months
Adobe Experience Manager pocument 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)
Adobe Insight Data Transformation Functionality - License - Per
Server (12 Month Term License)
Adobe Insight Sensor License - Per Web Server (Min. Insight
Purchase Required) (12 Month Term License)
Adobe File Server Unit (FSU) License - Per Server (12 Month
Term License)
Adobe Data Processing Unit (DPU) License - Per Server (Up To
500 Gb) (12 Month Term License)
Adobe Electronic Signatures category management
1,000 5,000 10,000 25,000 50,000
User User User User User
s s s s s
Qt3' QtY QtY Qt3' Qt3'
2 2 4 8 16
1,000 5,00 10,00 25,00 50,00
0 0 0 0
1 1 2 4 8
1 1 2 4 8
1 1 2 4 8
1 1 2 4 8
1 1 2 4 8
1 1 2 4 8
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 Cloud for Enterprise - Premium eSign Services P2 - Per Seat -
210-7041-ES Purchase Min 5 Seats Req (300 Transactions per Seat Included) - 12 Months
Licensing Model: Per Transaction
SKU Description
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
Discounts are offered on a per total order basis as outlined in the table below:
Discount from
Tier Order Transaction Amount GSA
Carahsc Tier 1 $25,000.00 -$75,000.00 2% onditions
(703) 66 F
contract$T'�eerc2hnologyC�rp�000.01 -$125,00O.00M�SSchedul4e%Terms&C
1-'1$�p9 $125,000.01 - $200,000.00 47Q$�A18D008
s�at,r�hsott.cor�00,000.01 - $500,000.00 8%
$540.00 $527.76
List GSA
Price Price
540.00 $527.76
Tier 5 $500,000.01 +
*Discounts are not cumulative.
66
cara so to
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.
ATTACHMENT IV B- U.S. Government Nutanix FITARA Addendum
Introduction
This Federal Supply Schedule Addendum supplements GSA Federal Supply Schedule ContractNumber 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 configurarions of Nutanix software, hardware and maintenance across 42
different configurations and 1,OOOs of individual part numbers. Our goal here is to offer incenrives in the form of solurions
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 A�encv
SKU
DESCRIPTION
LIST GSA Offer
PRICE PRICE Price
$164,960.62 $153,460.85 $81,242.66
422-HC-PLT- SLN Solution 1: Hybrid Cloud Infrastructure Base
Solution - Nutanix Inirial Pilot/Micro Agency
Hybrid Cloud Infrastructure Base Solutions
Description: Hybrid Cloud Infrastructure Base Solutions
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
Carahsoft Technology Corp. MAS Schedule Terms & Conditions 67
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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.
2. Solution 2: Hybrid Cloud Infrastructure base Solution - Nutanix Entemrise Block
3. Solution 3: Hybrid Cloud Infrastructure base Solurion - Nutanix Branch Office Block
4. Solution 4: Hybrid Cloud Infrastructure base Solution - Nutanix Hi�h Performance Flash Block
SISU desoriptian ListPrice G5APriee discouart discount ❑iscount discount discouot Disaaunt ❑isoau�t
Level 1 Leuel 2 Level 3 Leuel 4 Level S Level B Level 7
5olution 2:
Hy:-d C�a�d
�22-HC- Inf•sst-�ct�re
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$225�305.?4 $249�635.F.2 $243�876.7$ ��t,�43�.dv $2W�559.39 ,�-=a�681.14 $1&3.483.3E S1$4�1rJ:.10 $l�Si�387.72
S�B�lA4' B� �89,F3C 5B 586,3E3.82 586,4?9 63 585,;11.65 S8d,=4?.B' 578,'.2F.5' $77,35'.Sy S76,ZC�.62
3�23,9B5 vC $487,682.E3 $473,062.C7 3474,72'.?c� 3+1�,057.9€r $4a1,38$.2C� $444,603.14 5�39,9,'.3.35 $4..2,92$.�7
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 solurions 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 68
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5. Solution 5: Hybrid Cloud Infrastructure Scale out Solution - Nutanix Cold Stora�e Block
6. Solution 6: Hybrid Cloud Infrastructure Scale out Solurion - Nutanix Entemrise 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
SKU desariptia�e List Priee G5,4 Price disoaunt discount discount discount discouist diseaunt discaurn
� Level 1 Lewel 2 Lewel 3 Level 4 Level S Level b Level 7
422-4C- Solution 5
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Perfarrnance
Flas� Bloox
591.410.54 S85.C�4-0 56 582.�C$.68 582.13�.40 581,?6�1.82 SSO.dA7.24 S74.AC�.60 574.9�2.03 5'2.44�.18
5314,85i.08 $2}Z,959v5 $284,210.4C� �$2,890.r�E $28tJ,251.48 $277,612.2C �2d4,612.7F $�.5;:9'3.4? $2�r`4,014.Fv
3191,857.84 $178,328.29 3172,9BB.32 �-'i.191.&3 3174,576.1� �-d$,964.39 $15�&,981.9C $'.5�,8BB.13 $154,942.48
� � � �
$1,002,9F3.80 $9-...,50'.C�2 b�,dB5.87 E�'�,960.7� �891,890.F� �432,820.3F $�d,1'4.F2 $°�4',104.31 �-�43.3,d99.CC�
Discount Level Detail
Aggregate discounts are calculated on a per agency basis. Agencies are eligible for additional discounts based on the following;
.
.
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 Solurion — 4 node software onlv entemrise
10. Solution 10: Hybrid Cloud Tactical infrastructure software Solution — 8 node software onlv tactical
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 solurions each year
Carahsoft Technology Corp. MAS Schedule Terms & Conditions 69
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SfGU Qgscription
4��-�C�l'� Solution 9
T,4CT-SLN Hyb-d C aud Soikware d�fined
daiac�i-er Salution
4��-�C�1^� Solutian 1U
°OE?V-SLN Hya-dCc+�dTactical
Inf•sst-�ot�re Saft�rare Soluiion
Discount Level Detail
ListPrice G5APrice
581,:�.�. QO 5�9,9�? -B
$1d3,200.CC� $1x�.955.02
Disaount aisoaunt
Levell Leve12
S� 4,419.2D S� S,dC3 2�
$1-08.838.40 �14:'.2�8.'C
discouM Di3oaunt
Lexel 3 Level �
5�2,?3? 2� S� 1,:�3 2�
$14�.5t4.40 �1-03.128.40
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 platfortns 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 con�iguration 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, NutaniY 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
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 solurions, federal agencies can have the insight and availabiliry 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 70
(703) 871-8500 47QSWA18D008F
contracts@carahsoft.com
cara so to
Product Family
Description/Business Value
360 DATA Veritas 360 Data Management offerings provide data visibility, compliance
MANAGEMENT readiness,
business conrinuity, dataprotection and recoverability, while maintaining
data/workload portability and storage optimization
All product SW/HW components are included
*See Bundle Information on page
DATA INSIGHT
I �I I] GYKI]�/ �I.�•1
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
From ECA and keywords to concepts and TAR, Veritas' eDiscovery Platform
provides the ulrimate 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 iile 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 crirical business services,
including individual databases, custom applications, and complex multitier
applications across physical and virtual environments
All product SW components included
Enterprise Data ManagementPlatform— Discount Level l Discount Leve12
Aggregate (Both Product & Services) >$3MAnnual >$8MAnnual
Agency Spend with Initial Enterprise Spend* Spend*
Support and Service Option from Below
2% I 5%
Discount Leve13
>$15M Annual
Spend*
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
(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 71
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Remote Product Remote Product Specialists (RPS). Get your mission critical
2 Specialist (RPS) - application
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 Crirical 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
Aggregate Revenue for � Services Discount Level
Agency
$0 - $8M Discount Level 1 (2%)
$8M - $15M Discount Level 2 (5%)
>$15M Discount Leve13 (10%)
Recommended Service Options
BCS RPS BCE
Consultant FTE
= 2040 hrs
1/ per product 1/ per product 500 Hours
1/ per product l/ per product 1,020 Hours
2/ per product 2/ per product 2,040 Hours
SUPPORT SKUs for NetBackun
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-SOOTB — 180 hours
• > SOOTB — 240 hours
Please note: the hours listed above are esrimates. 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 lst. 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 72
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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:
httns://www.carahsoft.com/application/files/4615/4418/8823/VERITAS TC TABLE.ndf
ATTACHMENT V- Approved IT Manufacturers
Approved IT Manufacturers:
Please reference GSA eLibrary: GSA eLibrary Contractor
Information
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 73
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Promotions:
Quantity Discounts applicable to the purchase of ElasticSearch Federal, Inc. Products
General Qualification Criteria
• GSA discount is based on the cumulative annual volume of then-active orders under Carahsoft's GSA
Schedule at the time of quoting. The annual volume discount tiers are calculated independently for each
specific offering (Self-Managed or FedRAMP Moderate Cloud), and spend is not transferable or
cumularive between the two offerings or with any other offering.
• GSA discounts applicable only to:
• GSA orders purchased directly from Carahsoft through its GSA Schedule and under the terms
of the Distribution Agreement between Elastic and Carahsoft, dated June 14, 2021.
• Orders executed on or before September 30th, 2027, unless Elastic, in its sole discretion,
explicitly approves discounts related to Orders executed after that date in writing.
• The Elastic Products described in the below tables, specifically "Federal Enterprise Resource
Unit - 64 GB" for Self-Managed and "Elasticsearch Service
- GovCloud" for FedRAMP Moderate Cloud.
• The following do not contribute to cumulative annual volume:
• Active orders executed prior to the modification of Carahsoft's GSA Schedule, which
incorporates the below discounts.
• Contracts or orders executed outside of Carahsoft's GSA Schedule
• GSA discounts are not valid with any other offer and may not be combined with any other offer,
alternative discounting program, or promotions.
• The Total Discount being offered is off the List price and is not in addition to the basic discount, the total
discount includes the basic discount.
• The GSA Advantage published price represents the discount at tier 1.
Self-Managed: SBF-ENT-ADV
Annual
Volume
$0 -
$60,000,000
$60,000,000 -
$135,000,000
$135,000,000 -
$145,000,000
$145,000,000 -
$155,000,000
$155,000,000 -
$165,000,000
$165,000,000 -
$175,000,000
$175,000,000 -
$185,000,000
GSA Product
Discount
Note(s):
30.0% Federal Enterprise Qualifying discount off Commercial
Resource Unit - 64 GB List Price in spend band
45.0% Federal Enterprise Qualifying discount off Commercial
Resource Unit - 64 GB List Price in spend band
46.0%
47.0%
Federal Enterprise
Resource Unit - 64 GB
Federal Enterprise
Resource Unit - 64 GB
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
48.0% Federal Enterprise Qualifying discount off Commercial
Resource Unit - 64 GB List Price in spend band
49.0% Federal Enterprise Qualifying discount off Commercial
Resource Unit - 64 GB List Price in spend band
50.0% Federal Enterprise Qualifying discount off Commercial
Resource Unit - 64 GB List Price in spend band
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 74
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$185,000,000 -
$195,000,000
$195,000,000 -
$205,000,000
$205,000,000 -
$215,000,000
$215,000,000 -
$225,000,000
$225,000,000 -
$235,000,000
$235,000,000 -
$245,000,000
$245,000,000 -
$255,000,000
$255,000,000 -
$265,000,000
$265,000,000 -
$275,000,000
$275,000,000 -
$285,000,000
$285,000,000 -
$295,000,000
$295,000,000 -
$305,000,000
$305,000,000+
51.0% Federal Enterprise
Resource Unit - 64 GB
52.0% Federal Enterprise
Resource Unit - 64 GB
53.0% Federal Enterprise
Resource Unit - 64 GB
54.0% Federal Enterprise
Resource Unit - 64 GB
55.0% Federal Enterprise
Resource Unit - 64 GB
56.0% Federal Enterprise
Resource Unit - 64 GB
57.0% Federal Enterprise
Resource Unit - 64 GB
58.0% Federal Enterprise
Resource Unit - 64 GB
59.0% Federal Enterprise
Resource Unit - 64 GB
60.0% Federal Enterprise
Resource Unit - 64 GB
61.0% Federal Enterprise
Resource Unit - 64 GB
62.0% Federal Enterprise
Resource Unit - 64 GB
62.5% Federal Enterprise
Resource Unit - 64 GB
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price
Note 1: All proposed discounts are subject to the `General Qualiiication Criteria' for eligible GSA
Discounts.
FedRAMP Moderate Cloud: SBSV-CLD-GOV-ENT
Annual
Volume
$0 -
$10,000,000
$10,000,000 -
$15,000,000
$15,000,000 -
$20,000,000
$20,000,000 -
$25,000,000
$25,000,000 -
$30,000,000
$30,000,000 -
$35,000,000
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 75
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GSA
Discount
15.00%
16.00%
17.00%
18.00%
19.00%
20.00%
Product
Elasticsearch Service -
GovCloud
Elasticsearch Service -
GovCloud
Elasticsearch Service -
GovCloud
Elasticsearch Service -
GovCloud
Elasticsearch Service -
GovCloud
Elasticsearch Service -
GovCloud
Note(s):
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
$35,000,000 -
$40,000,000
$40,000,000 -
$45,000,000
$45,000,000 -
$50,000,000
$50,000,000 -
$55,000,000
$55,000,000 -
$60,000,000
$60,000,000 -
$65,000,000
$65,000,000 -
$70,000,000
$70,000,000 -
$75,000,000
$75,000,000 -
$80,000,000
$80,000,000 -
$85,000,000
$85,000,000 -
$90,000,000
$90,000,000+
21.00% Elasticsearch Service -
GovCloud
22.00% Elasticsearch Service -
GovCloud
23.00% Elasticsearch Service -
GovCloud
24.00% Elasticsearch Service -
GovCloud
25.00% Elasticsearch Service -
GovCloud
26.00% Elasticsearch Service -
GovCloud
27.00% Elasticsearch Service -
GovCloud
28.00% Elasticsearch Service -
GovCloud
29.00% Elasticsearch Service -
GovCloud
30.00% Elasticsearch Service -
GovCloud
31.00% Elasticsearch Service -
GovCloud
32.00% Elasticsearch Service -
GovCloud
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Qualifying discount off Commercial
List Price in spend band
Note 1: All proposed discounts are subject to the `General Qualiiication Criteria' for eligible GSA
Discounts.
Example
Order 1 -
$60,000,000, 12 months
X Qty - Federal Enterprise Resource Unit - 64 GB Discount 27.5%
Signature Date between Carahsoft and Elastic - July 31,2025
Order 2 -
GSA requests quote on August 1, 2025 (quote expiry of October, 31, 2025)
$75,000,000, 12 months
Y Qty - Federal Enterprise Resource Unit - 64 GB Discount 42.5%
Signature Date between Carahsoft and Elastic - September 15, 2025 No change to
Order 1
Order 3 -
GSA requests quote on September 1, 2025 (quote expiry of October 31, 2025)
$50,000,000, 12 months
Z Qty - Federal Enterprise Resource Unit - 64 GB
Discount 42.5% (Order 2 is not signed at the time of Order 3 quote - Order 1 contributes to cumulative volume
calculation)
Signature Date between Carahsoft and Elastic - October 31, 2025, No change to Order 1 or 2
Carahsoft Technology Corp. MAS Schedule Terms & Conditions
(703) 871-8500 47QSWA18D008F
contracts@carahsoft.com
Page 76
Carahsoft Google Cloud GSA Discount Program Usage Terms:
Upon purchasing GSA MAS approved SKU GCP-PLTFM-BID, customer will receive administrator privileges to a
Google Cloud billing account ID where Google Cloud resources can be accessed by creating projects. Customer usage
will be invoiced based on consumption monthly in arrears. Monthly invoices will include Google Cloud service usage
reports showing volume of consumption and applicable discounts by resource. Customer is responsible for all charges
associated with a Google Cloud billing account during and after the period of performance of a purchase agreement.
Discontinuing consumption billing will require customer removal of proiects from the Google Cloud billing account
ID. Contact Goo�leSunnort(a�Carahsoft.com for assistance with removing projects from a Google Cloud billing
account ID.
Promotional Discount Period: During promotional period, which is in effect through June 30r", 2026, Carahsoft
GSA MAS GCP-PLTFM-BID SKU will include a 20°/o discount off MSRP for the following SKU groups:
Cloud Enterprise 2025
https://cloud. �oo�le.com/skus/sku-�rouns/cloud-enterprise-2025
Standard VMs (1 Year CUD)
htips://cloud.�oo�le.com/skus/sku-�roups/standard-vms-l-vear-cud
Standard VMs (3 Year CUD)
https://cloud. �oo�le.com/skus/sku-�roups/standard-vms-3-vear-cud
Local SSDs (1 Year CUD)
http s://cloud. �oo �le. com/skus/sku-�rouns/local-ssds-l-vear-cud
Local SSDs (3 Year CUD)
https://cloud. �oo�le.com/skus/sku-�rouns/local-ssds-3-vear-cud
During promotional period, which is in effect through June 30r'', 2026, Carahsoft GSA MAS GCP-PLTFM-BID SKU
will include a 50% discount for network standard egress, premium GCE egress and the following SKUs:
• Cloud Storage � BandwidthDownloadAmerica � 22EB-AAE8-FBCD
• Cloud Storage � BandwidthDownloadAsia � 1F8B-71B0-3D1B
• Cloud Storage � BandwidthDownloadAustralia � 9B2D-2B7D-FASC
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 77
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Exclusions:
Google Cloud console resources consumed outside of these SKU groups will be billed at standard GSA rates.
Google Gemini for Government — GSA Promotional Program:
1. Promotional discount term: August 22°d, 2025 — September 30t'', 2026
If an Agency elects to make a purchase of the Gemini for Government promo SKU at any time during
the Gemini for Government Promotion Discount Period, they will receive the promotional Discounted
Price of $0.47 for 12 months from the purchase date.
b. Qualifying customers: Federal agencies of any executive agency or independent establishment in the
legislative or judicial branch of the Government (except the Senate, the House of Representatives, the
Architect of the Capitol, and any activities under the Architect's direction).
"Executive agency" means an executive department, a military department, or any independent
establishment within the meaning of 5 U.S.C.101, 102, and 104(1), respectively, and any wholly
owned Government corporation within the meaning of 31 U.S.C. 9101.
c. No overages will be charged — usage will be throttled once usage quotas for corresponding user count
have been reached. Additional capacity available by adding additional users. No maximum number
of users per Agency and no additional charges for adding additional users during promotional period.
d. Upon expiration of promotional period, agencies that choose to renew will need to pay for the
services at the then current GSA price under a per user per month basis. Customers may be eligible
for volume-based discounts based on user count.
Carahsoft Technology Corp. MAS Schedule Terms & Conditions Page 78
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�� Microsoft
Volume Licensing
Microsoft is providing the following OneGov special offers available through the General Services Administration (GSA) Multiple Award Schedule (MAS). Eligible
federal government cus tomers may elect to participate in any or a 11 of the special offers by purchas ing from one of s even Micros oft LSPs with an exis ting GSA MAS
contract. SpecialOffers willbe documented in the applicable Amendment and ChannelPrice Sheet (CPS) executed between Microsoft,the Microsoft LSP partner,
and the federal government cus tomer. Any and all dis counts des cribed herein are not applicable to pre-exis ting products sales.
Section 1: Summary of Offers
Offer Name Offer
Details
Offer Period
One Gov Cus tom
M365 GS + M365
Copilot Suite
One Gov Cus tom
M365 Copilot
Agents SKU
M365 Copilot provided at
no additional cos t unril the
next annivers ary date of
exis ting Enrollment
Year 2: 25%GS &50%
Copilot discount
Year 3: 25%GS &25%
Copilot dis count
This offer is va lid to Net New and Incremental Copilot s ales for the Bridge s ku.
Pre-exis ring Copilot purchas es can be converted to Suite s ku at annivers ary
(CPS required).
Firs t Year Offer: (exis ting) M365 GS s ubs cription +$0 M365 Copilot Step Up
SKU (no change to underlying SKUs )
• Requires Supplemental CPS
Second and Third Year Offer: Discounted Price using Lead Status OneGov
GS+Copilot Suite SKU
• Requires Revis ed Final CPS
Available to: All USG Federal Customers acros s GCC, GCC High &DOD
environments . Excludes Commercial, Secret/ Top Secret
Unlimited agents This offer is complementary to the GS+Copilot Suite; it is for non-GS users to be
$8.64MRP per us er per able to provide enterpris e-wide availabiliry of Copilot acros s all Us ers .
month for non-GS us ers • Requires Supplemental CPS
Example for clarity - A cus tomer with 10,000,us ers :
8,000 GS users purchas e OneGov GS&Copilot Suite +
2,000 FS us ers purchas e Copilot Agents s ku =
100% Enterpris e Copilot coverage
Excludes Commercial, Secret/ Top Secret
Customers can opt in
through 9/ 30/ 2026.
Valid for 3 contract years
pos t-award; may cros s
contracts .(Lates t pos s ible
end date 2029)
No minimum commitment
required.
Dis counts enabled when
enterpris e-wide coverage
is validatedand customer
opts in through 9/30/2026
Valid for 3 contract years
pos t-award; may cros s
contracts .
(Lates t pos s ible end date
2029)
M365 G3 Step Up
to M365 (35 Snite
70%Discouttt for
G5 Step-Up SKU
All existing M365 G3 USG Federal Customers at the time ofpublic
announcement of the offer acros s GCC, GCC High & DOD
environments / tenants . Excludes Commercial, Secret/ Top Secret
If USG Federal Customer s elects only the Micros oft 365 G3 to GS Step-Up Offer,
they receive a 70% dis count for up to the remainder of the exis ting enrollm ent.
If the cus tomer combines the M365 G3 to GS Step-Up offer with the M365 GS +
Copilot Suite offer, the dis count s tructure is as follows :
Year 1:
M365 G3 to GS Step with 70%Discount and Copilot Bridge with $0
Cos t.
Requires Supplemental CPS
Entra
Governance ID
Year 2:
Year 3:
M365 GS + M365 Copilot Suite, which includes 25% GS dis count and
50% Copilot dis count.
Requires Revis ed Final CPS
M365 GS + M365 Copilot Suite, which includes 25% GS dis count and
25% Copilot dis count.
Requires Revis ed Final CPS
Discount of75%on Receive 75%discount on Net New and Incremental Sales of Entra ID
Eligible Entra ID Governance far up to 12 months on applicable SKUs acros s Commercial, GCC,
Governance SKUs GCCH and DoD Clouds
Excludes Secret/ Top Secret
Customers can optin
through 9/ 30/ 2028.
Valid through full contract
PoP; may cross contracts.
(lates t pos s ible end date
2033)
No minimum us er
commitment
Dis counts enabled when
cus tomer opts in through
September 30, 2026, and
pricing is va lid thru
Cus tomer's next
annivers ary.
No minimum us er
commitment required.
Dynamics 365 100°/o Dis count on Eligible applic�able�SKUs d for Net New and Incremental s ales for up to 12 months on
SKUs
. Requires Supplemental CPS
Eligible Dynamics 365 Product Families include:
. D365 Customer Service
. Supply Chain Management
• Contact Center
. Field Service
Cus tomer xequired to confirm s elected part numbers from available Pxoduct
Fam ilies via CP51 End us er quote.
Excludes Secret/ Top Secret
Cyber Security Discount of 50%on Offer is 50%discount an Net New and Incremental sales of Eligible SKUs:
. Micros oft Sentine 1
and Monitoring Eligible SKUs P,�re Monitor
• Log Analytics
. Data Retention
Customer required to confirm selected partnumbers from a�ailable Product
Fam ilies via CPS/ End us er quote.
Requires Revis ed Final or Supplemental CPS
Dis count enabled wl�en
Customex opts inthrough
September 30, 2026, and
pricing is valid thru
Cus tomer's next
annivers ary.
Only SKUs provided on the
CPS will rece ive the
special offer discounted
pricing
No minimum us er
commitment required.
Dis count enabled when
customer opts in fot the
eligible 5KUs
Only SKUs provided on the
CPS will rece ive the
special offer discounYed
pricing;
Valid through full
enrollment PoP (lates t
possible end date 2031);
may cros s contracts
Excludes Secret/ Top Secret
EP2-47572 M365 GS + M365 Copilot GCC Subs Usr Deal Desk Only
EP2-47570 M365 GS + M365 Copilot FSA GCC Subs Usr Deal Des k Only
GCC `Bridge" s kus
M365 GS + M365 Copilot GCC Subs Usr STP from M365 GS GCC Deal Desk
EP2-47569 Only
EP2-47571 M365 GS + M365 Copilot FSA GCC Subs STP frm MGS FSA GCC Deal Des k
Annual DOD Suite s kus
EP2-47573 M365 GS + M365 Copilot DOD Subs Usr Deal Desk Only
EP2-47575 M365 GS + M365 Copilot FSA DOD Subs Usr Deal Desk Only
DOD `Bridge" Skus
EP2-47574 M365 GS + M365 Copilot DOD Subs Usr STP frm M365 GS DOD Deal Desk (
EP2-47576 M365 GS + M365 Copilot FSA DOD STP frm M365 GS FSA DOD Deal Des k C
EP2-47086 M365 Copilot DD Only Custom GCC Sub Per User (Agent)
DOD s ku - pending GA
GCCH sku - pending GA
$ 100.20 $ 80.16
$ 94.90 $ 75.86
$ 37.50 $ 30.00
$ 37.50 $ 30.00
$ 130.40 $ 104.21
$ 123.40 $ 98.61
$ 48.80 $ 39.00
$ 48.80 $ 39.00
$ 12.00 $ ] 0.00
n/ a $ 52.62 $ 60.12 �
n/ a $ 49.40 $ 56.90 �
I
$ 0.00 $ 15.00 $ 22.50
$ 0.00 $ ]5.00 $ 22.50 �
n/a $68.41 $78.16
n/ a $ 64.21 $ 73.96
$ 0.00 $ 19.50 $ 29.25
$ 0.00 $ 19.50 $ 29.25
$ 8.00 n/ a n/ a
I
�
All Price s Net to LSP
Section 2: Undates to GSA Schedule
Mod lA- Add new GS +Copilot skus to GMAS Schedule
Recommended Mod 1B — Add applicable notes to the GMAS Schedule
GS + Copilot Suite
EP2-47572 M365 GS + M365 Copilot GCC Subs Usr Deal Desk Only
EP2-47570 M365 GS + M365 Copilot FSA GCC Subs Usr Deal Desk Only
M365 GS + M365 Copilot GCC Subs Usr STP from M365 GS GCC Deal Desk
EP2-47569 Only
EP2-47571 M365 GS + M365 Copilot FSA GCC Subs STP frm MGS FSA GCC Deal Desk Only
EP2-47573 M365 GS + M365 Copilot DOD Subs Usr Deal Desk Only
EP2-47575 M365 GS + M365 Copilot FSA DOD Subs Usr Deal Desk Only
EP2-47574 M365 GS + M365 Copilot DOD Subs Usr STP frm M365 GS DOD Deal Desk Only
EP2-47576 M365 GS + M365 Copilot FSA DOD STP frm M365 GS FSA DOD Deal Des k Only
Corres ponding note for the above M365 GS + M365 Copilot s kus :
Blended discount on M365 GS &M365 Copilot
M365 GS + a Year 1: $0 Copilot Bridge for GS us ers until
Copilot Suite annivers a ry �
a Year 2: 25 /o GS & 50 /o Copilot Suite dis count
(Specific to � year 3: 25%GS &25%Copilot Suite discount
OneGov)
All Dis counts applied to Net/ Level D pricing
This offer is valid to Net New and
Incremental Copilot sales for the Bridge sku.
Pre-exis ting Copilot purchas es can be
converted to Suite s ku at annivers ary. 09/ 30/ 2026
All USG Federal Cus tomers acros s GCC, GCC
High & DOD environments / tenants .
Excludes Secret/ Top Secret.
Valid for 3 contract years pos t-
award; may cros s contracts .
(Lates t pos s ible end date 2029)
Copilot Agent
Corresponding note for the above M365 Copilot Agent sku:
Unlimited agents $8.64MRP per us er per
month for non-G5 users.
This offer is complementary to the GS+Copilot
M365 Copilot Suite; it is for non-GS us ers to be able to
Agent provide enterpris e-wide availability of Copilot
across all Users.
All USG Federal Cus tomers acros s GCC, GCC Valid for 3 contract years pos t-
High & DOD environments / tenants . Excludes 09/ 30/ 2026 award; may cros s contracts .
Commercial, Secret/ Top Secret. (Latest possible end date 2029)
20%discount applied to Net/Level Dpricing =
$8.00 pupm; thus $8.64 MRP
G3 t° ��5 �'t
�AS'j3� M��� G5 r,tep �p ��� time °f P
c�ie GS
� te �h� ab��� �3�� eea CuSton'1� �� &��� ° Se�r�t
to a� C i etl Z p
Co�es4°�ding "° 5 G3 USGF s s GCG, G��r��al� secY
3
6- �Gco s �ozn
A�� ex�s�n o� Gem�nt' �xclUd� G� gtep' $
p����� �nr �5 � tenants • 3�5 G3 to
en`��°��n
of t�e 09130120
tbe M1�T�s�e re�'�1ndeY
cb
�ote: er 5 e�ects ���� for ap tO offer witb the .
�Xe�ucion�aeial �usti ° a � p�/o d's p0 GS Step:U� �� as follo �ot
USGF re�eiv M b5 G3 tun s�u��xUnt ana C°4
e
t
o/� t VpIO n� uo n� �� Su te offec, tS�e��`�, �'��%D�s�� ,clz in�lua� 25�/� G5
�
o �is ca
� �nt� applie� �f the cu5� � Copilo 3�� G3 to r'S ilot 5°ite, �*'1' des �5%G5
� �o G5 �1�Dis�O��e�� �365 G,�ear 1 ���0 CO� kNi365 �op�o�nC �bi�hinclv
�365 3 tol�e�1' ° $r�dge`NM�65 G5� Cop'tOtd�s ��ot�u�te�
Step ZJP �ciciog � Co4
o��a� unc and 5� 5+ N1365 dis °�u�t
c1�s �0,� M365 �o�o Cop�°t
o� eaz unt an� 2
a�s �o
tza�ti p °P',
�'ful�c�n �l��st
°�` cra�ti� �
Validt� � �on 2��31
\z�c�ay ���5 eod date
_„� s �ble
Entra ID Governance
ZWI-00004
EP2-31705
EP2-08185
EP2-08184
EP2-31706
EP2-31708
ZWJ -00004
EP2-31709
EP2-31710
EP-231712
Entra ID Governance Sub Per Us er
Entra ID Governance DoD Sub Per Us er
Entra ID Governance F2 FLW Sub Addon
Entra ID Governance FLW Sub Per User
Entra ID Governance GCCH Sub Per Us er
Entra ID Governance Gov Sub Per User
Entra ID Governance P2 Sub Addon
Entra ID Governance P2 DoD Sub Add-on
Entra ID Governance P2 GCCH Sub Add-on
Entra ID Governance P2 Gov Sub Add-on
Corres ponding note to the above Entra ID Governance s kus :
75%Discount on Net New and
Incremental s ales of identified Entra ID
Entra ID Governance part numbers
Governance
All Discounts applied to Net/Level D
pricing
All USG Federal Customers across
Commercial, GCC, GCC High, DOD Clouds
Excludes Secret/ Top Secret.
Valid for up to one contract year
09/ 30/ 2026 Pos t award
(lates t pos s ible end date
9/ 30/ 2027)
� 365 offer
Dyn�"v�� ��� edule far DYnamics
Add tt�is note tO the C''MAs S�h
and In�ren'e°tal
o iscount on a u Families within
1p0 /o� ib�e Pro number5
sales of elig 3b5 pact
�existing �Yi�am�cs
,.Torl Le�e1D 1�1Cirig
;ybers ec�,.��, S�he�U]e
Aaa this not� tO the GMAS �
across
SG F edeial Customecs h��� Clouds >
AIIU GCC, GCC Hig for D3b5
Commzicial, �vailab�e C�ouds
a Genera�er�ice, 5uPPly Chain a Field
an
�uanagemen�' Con� iliz �n�er, an
M product Fa
service �ecretl Top secret.
EX��Udes
for Cyberse�uxity and M°nitoting
� ��ros oft 5en�ne�'
ecific M 1 tics > and �ata
S�ojo �lis �aUnt on s P �o� Ana y
�z�e Monitoi> Azure
a1o�tT .eve1 � Pricing
� a�����
A��USG�ederal� ���Hi�handD�D
meYcial, GC secreti TOp S��
COn' EXcludes
Clouds • — �
Valid fo� up ti� �ne c"•.._
year pos t a�'ard
���ates C pos S ib�e ena date
9130(202��
EXHIBIT C
CONFLICT OF INTEREST QUESTIONNAIRE
CONFLICT OF INTEREST QUESTIONNAIRE
For vendor doing business with local governmental entity
This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session.
FORM CIQ
OFFICE USE ONLY
This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who oate Received
has a business relationship as defined by Section 176.001(1-a) with a local governmental entity and the
vendor meets requirements under Section 176.006(a).
By law this questionnaire must be filed with the records administrator of the local governmental entity not later
than the 7th business day after the date the vendor becomes aware of facts that require the statement to be
filed. See Section 176.006(a-1), Local Government Code.
A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An
offense under this section is a misdemeanor.
J Name of vendor who has a business relationship with local governmental entity.
Carahsoft Technology Corp.
J X❑ Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated
completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which
you became aware that the originally filed questionnaire was incomplete or inaccurate.)
J Name of local government officer about whom the information is being disclosed.
N/A
Name of Officer
� Describe each employment or other business relationship with the local government officer, or a family member of the
officer, as described by Section 176.003(a)(2)(A). Also describe any family relationship with the local government officer.
Complete subparts A and B for each employment or business relationship described. Attach additional pages to this Form
CIQ as necessary.
ll/�
A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income,
other than investment income, from the vendor?
� Yes � No
B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction
of the local government officer or a family member of the officer AND the taxable income is not received from the
local governmental entity?
� Yes � No
� Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or
other business entity with respect to which the local government officer serves as an officer or director, or holds an
ownership interest of one percent or more.
N/A
J
❑Check this box if the vendor has given the local government officer or a family member of the officer one or more gifts
as described in Section 176.003(a)(2)(B), excluding gifts described in Section 176.003(a-1).
J
���'� ����-
Signature c�endor doing business with the governmental entity
Form provided by Texas Ethics Commission www.ethics.state.tx.us
1 /27/2026
Date
Revised 1/1/2021
CONFLICT OF INTEREST QUESTIONNAIRE
For vendor doing business with local governmental entity
Acomplete copy of Chapter 176 of the Local Government Code may be found at http://www.statutes.legis.state.tx.us/
Docs/LG/htm/LG.176.htm. For easy reference, below are some of the sections cited on this form.
Local Government Code § 176.001(1-a): "Business relationship" means a connection between two or more parties
based on commercial activity of one of the parties. The term does not include a connection based on:
(A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an
agency of a federal, state, or local governmental entity;
(B) a transaction conducted at a price and subject to terms available to the public; or
(C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and
that is subject to regular examination by, and reporting to, that agency.
Local Government Code � 176.003(a)(2)(A) and (B):
(a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if:
***
(2) the vendor:
(A) has an employment or other business relationship with the local government officer or a
family member of the officer that results in the officer or family member receiving taxable
income, other than investment income, that exceeds $2,500 during the 12-month period
preceding the date that the officer becomes aware that
(i) a contract between the local governmental entity and vendor has been executed;
or
(ii) the local governmental entity is considering entering into a contract with the
vendor;
(B) has given to the local government officer or a family member of the officer one or more gifts
that have an aggregate value of more than $100 in the 12-month period preceding the date the
officer becomes aware that:
(i) a contract between the local governmental entity and vendor has been executed; or
(ii) the local governmental entity is considering entering into a contract with the vendor.
Local Government Code � 176.006(a) and (a-1)
(a) Avendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship
with a local governmental entity and:
(1) has an employment or other business relationship with a local government officer of that local
governmental entity, or a family member of the officer, described by Section 176.003(a)(2)(A);
(2) has given a local government officer of that local governmental entity, or a family member of the
officer, one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B), excluding any
gift described by Section 176.003(a-1); or
(3) has a family relationship with a local government officer of that local governmental entity.
(a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator
not later than the seventh business day after the later of:
(1) the date that the vendor:
(A) begins discussions or negotiations to enter into a contract with the local governmental
entity; or
(B) submits to the local governmental entity an application, response to a request for proposals
or bids, correspondence, or another writing related to a potential contract with the local
governmental entity; or
(2) the date the vendor becomes aware:
(A) of an employment or other business relationship with a local government officer, or a
family member of the officer, described by Subsection (a);
(B) that the vendor has given one or more gifts described by Subsection (a); or
(C) of a family relationship with a local government officer.
Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2021
FORTWORTH�
CITY OF FORT WORTH
CHAPTER 252 EXEMPTION FORM
Instructions: Fill out the entire form with detailed information. Once you have completed this form,
provide it to the Purchasing attorneys for review. The attorneys will review the information you
have provided to determine whether an exemption to Chapter 252's biding requirements is
defensible. Failure to provide sufficient information may result in follow up questions and cause a
delay in the attorney's determination.
Section 1: General Information
Requesting Department:
Name of Contract Manager:
Departmental Attorney:
Item or Service sought:
SUBSCRIPTION SERVICES
WATER
RICK LISENBEE, SR. IT MANAGER, WATER
KEVIN ANDERS
LIFERAY DXP SOFTWARE DEVELOPMENT
Goods:
Service:
Anticipated Amount:
Vendor:
TECHOLOGY CORP.
Current/Prior Agreement for item/service
CSC or Purchase Order #:
Amount:
Projected M&C Date:
�
0
$59,300 ANNUAL SOFTWARE SUBSCRIPTION
LIFERAY, INC. VIA CARAHSOFT
Yes 0
CSC 55223
No ❑
$55,149.73 ADOPTED ON CSC 55223-A3R4
�..._: cr tap here to erter text.
How will this item or service be used? LIFERAY DXP SOFTWARE DEVELOPMENT
WAS CHOSEN 1N 2021 AS THE PRIMARY SOFTWARE DEVELOPMENT TOOL FOR
NEW AND CUSTOM SOLUTIONS FOR THE WATER UTILITY
Has your department started a requisition or otherwise contacted the Purchasing Division related
to obtaining this good/service? Yes ❑ No �
Page 1 of 6
If yes, please provide requisition number or brief explanation of contact with
Purchasing Division: �licl< or tap h-e to enter t�xt.
Section 2: Claimed Exemption and Justification (Other than sole source)
NOTE: For sole-source exemption requests, complete Section 3.
Please indicate the non-sole-source exemption you believe applies to the purchase and provide
information to support its applicability. Please refer to the Exemption Primer for detailed
information about common exemptions:
❑ A procurement necessary to preserve or protect the public health or safery of the City
of Fort Worth's residents;
❑ A procurement necessary because of unforeseen damage to public machinery,
equipment, or other property;
❑ A procurement for personal, professional, or planning services;
❑ A procurement for work that is performed and paid for by the day as the work
progresses;
❑ A purchase of land or a right-of-way;
❑ Paving drainage, street widening, and other public improvements, or related matters, if
at least one-third of the cost is to be paid by ar through special assessments levied on
property that will benefit from the improvements;
❑ A public improvement project, already in progress, authorized by the voters of the
municipality, for which there is a deficiency of funds for completing the project in
accardance with the plans and purposes authorized by the voters;
❑ A payment under a contract by which a developer participates in the construction of a
public improvement as provided by Subchapter C, Chapter 212;
❑ Personal property sold:
• at an auction by a state licensed auctioneer;
• at a going out of business sale held in compliance with Subchapter F,
Chapter 17, Business & Commerce Code;
• by a political subdivision of this state, a state agency of this state, ar an
entity of the federal government; or
• under an interlocal contract for cooperative purchasing administered by a
regional planning commission established under Chapter 391;
Page 2 of 6
❑ Services performed by blind or severely disabled persons;
❑ Goods purchased by a municipality for subsequent retail sale by the municipality;
❑ Electricity; or
❑ Advertising, other than legal notices.
Please provide details and facts to explain why you believe the exemption applies to the
purchase. You may also attach documentation to this form. Clicl< or tap he�e to ent�r text.
Section 3: Claimed Sole-Source Exemption and Justification
NOTE: For all non-sole-source exemption requests, complete Section 2.
Please indicate the sole-source exemption you believe applies to the purchase and provide
information to support its applicability. Please refer to the Exemption Primer for detailed
information about common exemptions
0*A procurement of items that are available from only one source, including:
• items that are available from only one source because ofpatents, copyrights,
secret processes, or natural monopolies;
• films, manuscripts, or books;
• gas, water, and other utility services;
• captive replacement parts or components for equipment;
• books, papers, and other library materials for a public library that are
available only from the persons holding exclusive distribution rights to the
materials; and
• management services provided by a nonprofit organization to a municipal
museum, park, zoo, or other facility to which the organization has provided
significant financial or other benefits;
How did you determine that the item or service is only available from one source?
CARAHSOFT TECHNOLOGY CORPORATION IS THE OFFICIAL DISTRIBUTOR OF
LIFERAY SOFTWARE AND SERVICES TO GOVENRMENT ENTITIES.
Attach screenshots and provide an explanation of any independent research you conducted,
through internet searches, searching cooperatives, or discussions with others knowledgeable on
the subject matter that corroborate that the item is available only from a single source.
LIFERAY OFFICIALLY ANNOUNCED ITS PARTNERSHIP 1N 2016 WITH CARAHSOFT.
THE ARTICLE CAN BE REVIEWED ONLINE ALSO ATTACHED.
Did you attach a sole source justification letter? ❑ Yes � No
Page 3 of 6
Describe the uniqueness of the item or service (e.g. compatibility or patent issues, etc.). WATER
DEPARTMENT CHOSE THE LIFERAY DIGITAL EXPEREINCE PLATFORM (DXP)
SOFTWARE DEVELOPMENT SOLUTION IN 2021 AS THE PRIMARY TOOL USED FOR
CUSTOM SOFTWARE APPLICATIONS. THESE APPLICATIONS ARE USED DAILY IN
THE WATER UTILITY. THE UTILITY NEEDS TO MAINTAIN THESE ENVIRONMENTS
WHILE CONTINUING TO ADD NEW SERVICES. CARAHSOFT TECHNOLOGY
CORPORATION IS THE OFFICIAL DISTRIBUTOR OF LIFERAY SOFTWARE AND
SERVICES TO GOVENRMENT ENTITIES.
Section 4: Attornev Determination
With the facts provided by the department, is the use of the claimed exemption defensible if the
City were to be challenged on this purchase? �Yes ❑No.
Was there anything attached to this form that was relied on in making this determination?
❑Yes ❑xNo.
If yes, please explain:Clic:� or tap here to enter text.
Was there anything not included on this form or attached hereto that was relied on in making this
determination?
If yes, please explain:Click or tap here to enter text.
Approved By:
❑Yes ❑xNo.
Gf%�D.a,��
Date: 11/25/25
An rea Phillips / Jessika Williams
Assistant City Attorney
Page 4 of 6
EXEMPTION FORM PRIMER
Below are explanations and examples of common exemptions that could apply to City purchases.
If you have questions about the information provided or need additional information, please
contact your department's assigned attorney or the appropriate purchasing attorney.
• PUBLIC HEALTH & SAFETY - A procurement necessary to preserve or protect the
public health or safety of the municipality's residents;
Examples of activities that have been found to fall within this exception include ambulance
services; solid waste collection and disposal; and first-responder safety equipment such as
breathing apparatus for firefighters and bullet-proof vests for police officers.
• UNFORESEEN DAMAGES - A procurement necessary because of unforeseen damage
to public machinery, equipment, or other property;
Examples of this type of procurement would include repairing or replacing roofs and
windows damaged by hail or a tornado. But parts and services for routine maintenance or
replacement of old, worn out roofs or windows would not meet this exception.
• PERSONAL, PROFESSIONAL, OR PLANNING SERVICES
Personal services are ones that are unique to the individual providing them. Therefore,
personal services contract cannot generally be subcontracted or assigned.
Professional services are not defined under Chapter 252, so there is no precise definition
to follow. There is no universal definition of this term, however, "several cases suggest
that it. .. is `predominately mental or intellectual, rather than physical or manual. "' Tex.
Atty Gen Op. JM-940 (1988) (quoting Maryland Casualty Co. v. Cray Water Co., 160
S.W. 2d 102 (Tex. Civ. App.—Eastland 1942, no writ). The Texas Attorney General has
also opined that "professional services" no longer includes only the services of lawyers,
physicians, or theologians, but also those members of disciplines requiring special
knowledge or attainment and a high order of learning, skill, and intelligence. Id.
Facts needed to support a professional service exemption include the specialized
requirements of that profession and the mental and intellectual skill required by the person
while performing the service. Purchases of goods are not professional services.
• SOLE SOURCE — A procurement for items available only from one source
This exemption is commonly referred to as the sole source exemption. In determining
whether a purchase is of a good or service that is available from one source, you should
not consider price or time to receive the good or service. A sole source does not exist solely
on the basis of personal ar departmental preference or a desire to keep all units the same
brand or make. The information needed to support this exemption is that no other provider
can provide the service or category of good except for the vendor you are proposing. Some
Page 5 of 6
examples of sole source purchases include service agreements when only one vendor is
authorized to work on the equipment by the manufacturer and allowing another vendor
would void the warranty; purchase of a good that is copyrighted or trademarked and only
provided by one vendor.
Page 6 of 6
F�RT��RTHo
City Secretary's Office
Contract Routing & Transmittal Slip
Contractor's Name
Carahsoft Technology Corporation
Subject of the Agreement: Liferay DXP was chosen in 2021 by the Water Utility as the primary softwarE
development tool for new and custom solutions and integrations. This is a new contract replacing CSC 55223. An
approved Chapter 252 exemption is also attached as Carahsoft Technology Corporation is the official distributor
of Liferay software and services to government entities.
M&C Approved by the Council? * Yes ❑ No ❑✓
If �so, the M&C must be attached to the contract.
Is this an Amendment to an Existing contract? Yes ❑ No ❑✓
If �so, provide the original contract number and the amendment number.
Is the Contract "PermanenY'? *Yes ❑ No 0
If �unsure, see back page for permanent contract listing.
Is this entire contract Confidential? *Yes ❑ No ❑✓ If only specific information is
Confidential, please list what information is Confidential and the page it is located.
Effective Date: Expiration Date: os/21/2026
If different from the approval date. If applicable.
Is a 1295 Form required? * Yes ❑ No ❑✓
*If �so, please ensure it is attached to the approving M&C or attached to the contract.
Proj ect Number: If applicable. N/A
*Did you include a Text field on the contract to add the City Secretary Contract (CSC)
number? Yes ❑✓ No ❑
Contracts need to be routed for CSO processin� in the followin� order:
1. Katherine Cenicola (Approver)
2. Jannette S. Goodall (Signer)
3. Allison Tidwell (Form Filler)
*Indicates the information is required and if the information is not provided, the contract will be
returned to the department.
Permanent Contracts
Advanced Funding Agreements
Architect Service
Community Facilities
Completion Agreement
Construction Agreement
Credit Agreement/ Impact Fees
Crossing Agreement
Design Procurement
Development Agreement
Drainage Improvements
Economic Development
Engineering Services
Escrow Agreement
Interlocal Agreements
Lake Worth Sale
Maintenance Agreement/Storm Water
Parks/Improvement
Parks/Other Amenities
Parks/Play Equipment
Project Development
Property/Purchase (Property owned by the City)
Property/Sales (Property owned by the City)
Property/Transfers (Property owned by the City)
Public Art
Sanitary Sewer Main Replacements
Sanitary Sewer Rehabilitations
Settlements (Employees Only)
Streets/Maintenance
Streets/Redevelopment
Streets/Repairs
Streets/Traffic Signals
Structural Demolition (City owned properties)
Utility Relocation
Water Reclamation Facility
Water/Emergency Repair
Water/Interceptor
Water/Main Repairs
Water/Main Replacement
Water/Sanitary Sewer Rehabilitation
Water/Sewer Service
Water/Storage Tank
���� ������
Water Department
Contract Routing and Transmittal Slip
DOCUMENT: Liferay DXP Cooperative Purchase Agreement
TO:
Senior IT Manager, Water IT — Approver
Contract Compliance Manager — Signer
Shane Zondor — Approver
Jan Hale — Approver
Christopher Harder — Signer
M. Kevin Anders, II — Signer for Legal
Jesica McEachern — Signer
�
David Zondor
�
���
Katherine Cenicola — Approver CC
� ��
Jannette S. Goodall — Signer
Allison Tidwell — Form Filler
Initials
Tim Shidal — Acceptor