Item D41
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date:
12/20/06
Division:
Technical Services
Bulk Item: Yes X
No
Department:
Staff Contact PersonlPhone #: Mickey Baker
295-5130
AGENDA ITEM WORDING:
This item requests approval for the County to purchase and enter into a Microsoft Enterprise
Agreement for license compliance and support for Microsoft Client Access Licenses.
ITEM BACKGROUND:
There servers in use by Technical Services to serve the Board of County Commissioners organization
are all using one version or the other of a Microsoft operating system. The growth of Information
Technology has resulted in additional Clients computers being added. The use of Microsoft software
technology requires both a server license and a Client Access License (CAL) for each version of a
product a workstation attaches to and uses that runs on a server. This Agenda Item requests the
approval and purchase of a minimal Microsoft Enterprise Agreement in order to ensure compliance
with Microsoft licensing for server software and Client Access Licenses.
PREVIOUS RELEVANT BOCC ACTION:
Approval of 2007 Technical Services Budget that includes this purchase.
CONTRACT/AGREEMENT CHANGES:
Purchasing via the Florida State Contract with SHI, Contract #: 255-001-01-1
SHI is the DMS (Department of Management Services) chosen, sole source supplier for Microsoft
Software.
STAFF RECOMMENDATIONS:
Approval, purchase and execution of this Enterprise Agreement.
TOTAL COST:
$112,320.00
BUDGETED: Yes X
No
COST TO COUNTY: $112,320.00
SOURCE OF FUNDS:
001-05003
REVENUE PRODUCING: Yes
No X AMOUNTPERMONTH Year
APPROVED BY: County Atty _ OMB/Purchasing _ Risk Management _
DOCUMENTA TION:
Included
X
Not Required_
DISPOSITION:
AGENDA ITEM #
Revised 11/06
OK~~,rY ~o~~~E
(305) 294-4641
BOARD OF COUNTY COMMISSIONERS
Mayor Mario Di Gennaro, District 4
Mayor Pro Tem Dixie M. Spehar, District 1
George Neugent, District 2
Charles "Sonny" McCoy, District 3
Sylvia J. Murphy, District 5
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Technical Services Division
1200 Truman Avenue, Suite 211
Key West, FL 33040
(305) 295-5110
Date:
December 5,2006
Subject:
Agenda Item - Microsoft Enterprise Agreement
This item requests approval for the County to purchase and enter into a Microsoft Enterprise Agreement for
license compliance and support for Microsoft Client Access Licenses.
History and Reasoning
There are currently 36 servers in use by Technical Services to serve the Board of County Commissioners
organization, all using one version or the other of a Microsoft operating system. It cannot be affirmatively
established that each of these servers was properly licensed by purchasing the appropriate product from
Microsoft. Additionally, the growth ofInformation Technology within this organization has resulted in
additional Clients computers being added. The use of Microsoft software technology requires both a server
license and a Client Access License (CAL) for each version of a product a workstation attaches to and uses
that runs on a server.
For example, if a user uses Microsoft Exchange, a Microsoft file server, and an application that attaches to a
Microsoft SQL server, it is required to have a CAL for Exchange, a CAL for Windows Server and a CAL for
SQL Server.
To make this even more complex, each version of each Microsoft product requires a different purchase of a
CAL for each version of the product. If a user attaches to and uses Windows 2000 Server, Windows NT
Server and Windows 2003 server, a separate CAL is required for each.
This can get difficult to manage and expensive as all this usage is tallied and multiplied.
In a complicated enterprise situation such as ours, Microsoft offers a packaged "Enterprise Agreement",
which packages server licensing for a "per workstation" fee. The term of this agreement is three years.
The simplest and least expensive of these is the $96.00 (FL State Contract price) per workstation "CAL EA",
which licenses the user to use any and all of the included products for a flat fee for one year. More
complicated and more expensive agreements that would include Office 2007 are available, but were not
considered due to budgetary constraints.
Pricing and Procurement
For a minimum of a 3 year agreement, $96.00 per workstation is based on a 100,000 seat enterprise, bid
negotiated by the State of Florida and awarded to SHI exclusively. There is no better pricing available.
Technical Services used the active directory count of workstations that appeared on our network within the
last 90 days. We eliminated workstations which we knew were temporary and that belonged to the Library
organization, who qualifies for better pricing under Microsoft's Library and Education program. We have
determined that there are 390 active Microsoft workstations on the network.
Each year, we must count workstations on the anniversary of this agreement. The total cost of the agreement
will then go up or down by the number of workstations we count.
Assuming the number of workstations remains static, the cost of this agreement over three years is as
follows:
FY 2007 $ 37,440.00
FY 2008 37,440.00
FY 2009 37,440.00
TOTAL $112,320.00
Micke V. Baker
Divisi n Director, Technical Services
Enterprise Enrollment (indirect)
MiclOSOlt I Volume Licensing
State and Local
Framework ID
Enterprise Agreement number
Reseller or Microsoft affiliate to
complete
Enrollment number
Microsoft affiliate to complete
Reseller purchase order
number
Reseller to complete
Microsoft Business Agreement
number (if applicable)
Reseller or Microsoft affiliate to
complete
Previous Qualifying Enrollment
number
Reseller to complete
Previous Qualifying
Enrollment end date
Reseller to complete
This Microsoft Enterprise Enrollment is entered into between the following entities signing, as of the
effective date identified below.
Definitions. When used in this enrollment, "you" refers to the entity that signs this enrollment with us,
and "we" or "us" refers to the Microsoft entity that signs this enrollment.
"Qualifying Enrollment," means (i) an enterprise enrollment under a separate Microsoft Select Master
Agreement or Microsoft Enterprise Agreement; (ii) any enterprise subscription enrollment entered into
under a separate Microsoft Enterprise Subscription Agreement; or (iii) any other enrollment submitted
under the Microsoft Enterprise Agreement identified on the cover page.
All other definitions in the Microsoft Enterprise Agreement identified above apply here.
Effective date. If you are renewing Software Assurance from one or more previous "Qualifying
Enrollments" then the effective date will be the day after the first Enrollment expires.
Otherwise the effective date will be the date this enrollment is signed by us. Where a previous Qualifying
Enrollment is being used, your reseller will require that enrollment number and end date to complete the
applicable boxes above.
Term. This enrollment will expire 36 full calendar months from the effective date. It could be terminated
earlier or renewed as provided in the Microsoft Enterprise Agreement. We will advise you of your renewal
options before it expires.
Representations and warranties. By signing this enrollment, the parties agree to be bound by the
terms of this enrollment, and you represent and warrant that: (i) you have read and understand the
Microsoft Business Agreement identified above (if any) and the Microsoft Enterprise Agreement, including
all documents it incorporates by reference and any amendments to those documents, and agree to be
bound by those terms; and (ii) you are either the entity that signed the Microsoft Enterprise Agreement or
its affiliate.
Non-exclusivity. This enrollment is non-exclusive. Nothing contained in it requires you to license, use or
promote Microsoft software or services exclusively. You may, if you choose, enter into agreements with
other parties to license, use or promote non-Microsoft software or services.
SLG Microsoft Enterprise 6.4 Enrollment
(Indirect)(North America) June 2006
Cover page
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Page 1 of 11
This enrollment consists of (1) this cover page, (2) the Contact Information Page(s), (3) the Enterprise
order information, (4) the Reseller Information Form, (5) the product order as provided to us by the
reseller (6) the Media Order Form, and (7) the Core User CAL Terms and Conditions (if applicable).
Contracting Microsoft Affiliate
Name of entity *
Monroe County sacc Microsoft Licensing, GP
Signature * Signature
Printed name * Printed name
Pri nted title * Pri nted title
Signature date * Signature date
(date Microsoft affiliate countersigns)
Effective date
* indicates required fields (may be different than our signature date)
,
Microsoft Volume Licensing web sites
(Note: We will advise you of any changes to these URLs.)
Product use rights http://microsoft.com/licensinq
Product List http://microsoft.com/licensinq
Microsoft Volume Licensing Services (MVLS) https:lllicensinq.microsoft.com/
(password protected site to view orders under this enrollment)
Customer guide http://microsoft.com/licensinq/proqrams/
Notices to Microsoft should be sent to: Copies should be sent to:
MSLI,GP
6100 Neil Road, Suite 210
Reno, Nevada USA 89511-1137
Dept. 551, Volume Licensing
Microsoft
Law and Corporate Affairs
One Microsoft Way
Redmond, WA 98052 USA
Volume Licensing Group
(425) 936-7329 fax
Attachments:
L8J. Media Order Form (required)
0 Core User CAL Terms and Conditions. if applicable
0 MS Capital Form. if applicable
Customer. Please remit to your reseller.
Reseller. Please remit to Microsoft.
SLG Microsoft Enterprise 6.4 Enrollment
(Indirect)(North America) June 2006
Cover page
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1. Contact information. Each party will notify the other in writing if any of the information in
the following contact information page(s) change. The * indicates required fields. By providing contact
information, you consent to its use for purposes of administering this enrollment by us, our affiliates, and
other parties that help us administer this enrollment.
Primary contact information: The customer signing on the cover page must identify an
individual from inside its organization to serve as the primary contact. This contact is the default online
administrator for this enrollment and receives all notices unless you provide us written notice of a change.
The online administrator may appoint others as administrators and grant others access to online
information.
Customer
Name of entity * Contact name *
Monroe County BOCC Last Baker
First Mickey
Street address * Contact email address (required for online access) *
1200 Truman Ave, Suite 211 Baker-mickey@monroecounty-f1.gov
City * State/Province * Phone
Key West FL 305-295-5130
Country * Postal code * Fax
USA 33040 305-295-5105
Notices and online access contact information: Complete this only if you want to
designate a notices and online access contact different than the primary contact. This contact will
become the default online administrator for this enrollment and receive all notices. This contact may
appoint other administrators and grant others access to online information.
Notices and online access contact
~ Same as primary contact
Name of entity Contact name
Last
First
Street address Contact email address (required for online access)
City State/Province Phone
Country Postal code Fax
SLG Microsoft Enterprise 6.4 Enrollment
(Indirect)(North America) June 2006
Contact information
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Language preference: This section designates the language in which you prefer to receive
notices.
I English
Additional electronic contractual notices contact information: This contact will
receive electronic contractual notices in addition to the notices contact. This contact is not required if you
do not want an additional set of notices issued.
Electronic contractual notices contact
Name of entity Contact name
Last
First
Street address Contact email address (required for electronic notices)
City State/Province Phone
Country Postal code Fax
Software Assurance benefits contact: This contact will receive communications concerning
Software Assurance benefits, and any additional TechNet subscriptions that have been ordered
separately from Software Assurance under this enrollment. This contact is optional. If this contact is not
completed, any notices for Software Assurance benefits will default to the notices and online contact.
Software Assurance benefits contact
Name of entity Contact name
Last
First
Street address Contact email address (required for electronic notices)
City State/Province Phone
Country Postal code Fax
SLG Microsoft Enterprise 6.4 Enrollment
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Contact information
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MSDN contact: This contact will receive communications concerning registration for MSDN
products ordered under this enrollment. This contact is optional. If this contact is not completed, any
notices for MSDN will default to the notices and online contact.
MSDN contact
Name of entity Contact name
Last
First
Street address Contact email address (required for electronic notices)
City State/Province Phone
Country Postal code Fax
Microsoft account manager: This section designates your Microsoft account manager contact.
Microsoft account manager name
Microsoft account manager email address
ku rtl ie@microsoft.com
Kurt Lieberman
SLG Microsoft Enterprise 6.4 Enrollment
(Indirect)(North America) June 2006
Contact information
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2. Defining your enterprise.
Use this section to identify which affiliates will be included in your enterprise. Your enterprise must
consist of entire government agencies, departments or legal jurisdictions, not partial government
agencies, departments, or legal jurisdictions. Each affiliate must be entirely "in" or entirely "out." All
affiliates acquired after the effective date of this enrollment that are not party to a Qualifying Enrollment of
their own will automatically be included unless you fill in part b below.
a. Use this part (a) to determine which current affiliates will be included in your enterprise.
Check only one of the boxes in part (a).
~
D
Only you (and no other affiliates) will be participating
You and the following affiliates will be participating
(attach a list of names on a separate piece of paper if more than 10 affiliates are being included):
2
3
4
5
6
7
8
9
10
b. Use this part (b) to indicate whether affiliates with which you consolidate after the enrollment
effective date will be included. Unless you check the box below, all affiliates you
consolidate with after the enrollment effective date that are not party to a Qualifying
Enrollment of their own will automatically be included.
.
Exclude all affiliates consolidated with after the enrollment effective date that are not party to a Qualifying
Enrollment of their own.
SLG Microsoft Enterprise 6.4 Enrollment
(Indirect)(North America) June 2006
Enterprise order information
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3. Selecting your language option.
Select the option for the languages in which you will run the products licensed under this enrollment.
The options and their corresponding languages are identified here.
All Languages
Arabic
Bulgarian
Chinese Simplified
Chinese Traditional
Croatian
English 1 Hebrew
lndic
Japanese
Korean
Portuguese (Brazil)
Romanian
Russian
Serbian
Spanish2
Thai
Turkish
Ukrainian
1 English is a Listed Language if this enrollment is signed outside of the following countries and a Restricted
Language if this enrollment is signed inside these countries: Austria, Belgium, Cyprus, Czech Republic,
Denmark, Estonia, France, Finland, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania,
Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Slovakia, Slovenia, United Kingdom,
Switzerland, Sweden, or Spain. English is a "Listed Language", except when restricted as described in the
"Restricted Languages" list (see footnote 3)
Danish
Dutch
English 1
Finnish
French3
German
Greek
Italian
Norwegian
Portuguese (PortugaO
Spanish2
Swedish
Czech
Estonian
Hungarian
Latvian
Lithuanian
Polish
Slovenian
Slovak
2 Spanish is a Listed Language only if this enrollment is signed in Latin America and is otherwise Restricted
Language.
3 French is a "Listed Language," if signed in Canada
. Select All Languages to run your products in any of the Listed, Extended or Restricted
Languages. This option also allows you to run Multi-Language packs for your products.
. Select Listed Languages to run your products in those languages.
. Select Extended Languages to run your products in those languages.
. If you select the Listed or Extended Languages option you may run up to 10% of the
copies of each of your products in All Languages.
Check one box
IZI Listed Languages
D All Languages
D Extended Languages
SLG Microsoft Enterprise 6.4 Enrollment
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Enterprise order information
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4. Language allocation.
Provide us with your good faith estimate of the specific languages in which you will run all copies of all
products and the approximate percentage of those copies you will run in each language. Information that
you provide here does not limit your future use of products under this enrollment in any permitted
language within the language group you select above. Attach a separate sheet if more space is needed.
Language
Percentages
English
100%%
%
%
%
5. Applicable currency.
Payments made in connection with this enrollment must be in U.S. Dollars
6. Establishing your price level.
The price level for enterprise products is determined by the terms and conditions of the enterprise
agreement. Your price level for additional products will be level "0".
Qualified desktops: You represent that the total number of qualified desktops
in your enterprise is, or will be increased to, this number during the initial term of 390
this enrollment (This number must be equal to at least 250 desktops).
Qualified users: You represent that the total number of qualified users in your enterprise
is, or will be increased to, this number during the initial term of this enrollment (This
number must be equal to at least 250 users).
SLG Microsoft Enterprise 6.4 Enrollment
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Enterprise order information
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7. Enterprise product orders.
Your reseller will provide you with your product pricing and order. Your prices and payment
terms for all products ordered will be determined by agreement between you and your reseller.
Your reseller will provide us with your order separately from this enrollment.
We will invoice your reseller in three equal annual installments for the enterprise products covered by
your initial order. The first installment will be invoiced to your reseller upon our acceptance of this
enrollment; the remaining installments will be invoiced at the next two anniversaries of the enrollment
effective date. We will invoice your reseller for the enterprise products covered by any true up orders in
total upon our acceptance of each true up order.
Select the enterprise products to be covered by your initial order. If you select the Core CAL, you must
select either desktop or user licenses.
Enterprise Products Desktop User
Licenses Licenses
Windows Desktop Operating D
System Upgrade
Office Professional 1 D
Office Standard 1 D
Core Client Access License 1,2 D D
Exchange Server Client Access [g] D
License 2
SharePoint Portal Server Client D D
Access License 2
Windows Server Client Access [g] D
License 2
Systems Management Server
Configuration Management [g]
License
Windows Terminal Services D D
Client Access License 2
Office Live Communication D D
Server Client Access License 2
SQL Server Client Access [g] D
License 2
1 The components of the current versions of Office Professional, Office Standard and the current versions of the
components that make up the Core CAL, are identified in the Product List.
2 If you select a User CAL and the agreement identified on the cover page is version 6.1 or earlier, the
User CAL Terms and Conditions apply.
SLG Microsoft Enterprise 6.4 Enrollment
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Enterprise order information
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8. Additional Products
We will invoice your reseller for each additional product covered by your initial order in three equal annual
installments. The first installment will be invoiced to your reseller upon our acceptance of this enrollment;
the remaining installments will be invoiced at the next two anniversaries of the enrollment effective date.
We will invoice your reseller for any new additional product not initially included in your enrollment in total
upon our acceptance of your order. We will invoice your reseller for additional products initially included in
your enrollment and covered by any true up order submitted during the initial term in total upon our
acceptance of your true up order.
9. Qualifying systems licenses.
All desktop operating system licenses provided under this program are upgrade Licenses. No full
operating system licenses are available under this program. Therefore, if you select the Windows
Desktop Operating System Upgrade & Software Assurance, all qualified desktops on which you will run
the Windows Desktop Operating System Upgrade must be licensed to run one of the qualifying operating
systems identified in the Product List at http://www.microsoft.com/licensinQ. Note that the list of operating
systems that qualify for the Windows Desktop Operating System Upgrade varies with the circumstances
of your order. That list is more extensive at the time of your initial order than it is for some subsequent
true ups and system refreshes during the term of your enrollment.
10. Renewal orders.
For any 36-month renewal, your renewal order will be invoiced to your reseller in three annual
installments. The first installment will be invoiced upon our acceptance of the renewal order; the
remaining installments will be invoiced at the next two anniversaries of the effective date of that renewal
term. For any 12-month renewal and for any true up orders, we will invoice your reseller in total upon our
acceptance of your order.
SLG Microsoft Enterprise 6.4 Enrollment
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Enterprise order information
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- -
Your reseller should complete the following sections and sign this form where indicated.
General information
Reseller company name:
SHI
Street address: (PO boxes will not be accepted)
2 Riverview Drive
City and State / Province and postal code:
Somerset, NJ 08873
Country:
USA
Contact name:
Phone number:
888-764-8888
Fax number:
732-537 -7325
Email address:
msteam@shi.com
The undersigned confirms that the reseller information is correct.
Name of reseller
SHI
Signature
Printed name
Pri nted title
Licensing Specialist
Date
SLG Microsoft Enterprise 6.4 Enrollment
(Indirect)(North America) June 2006
Reseller information form
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SLG Enterprise and Enterprise Subscription Media Order Form
Media shipping information form - starter CD kit
Agreement
number (Reseller or
Microsoft affiliate to
complete)
Enrollment number
(Microsoft affiliate to
complete)
Customer contact
Name:
Contact name:
Contact email:
Contact phone:
THIS FORM MUST BE ATTACHED TO AN ENROLLMENT.
At your option, starter CD kits and CD-ROM subscriptions relating to your enrollment that you choose to
receive will be shipped to the address below. Terms used but not defined in this form have the meanings
given to them in your enrollment identified in this form.
The starter CD kit ship to information identifies the delivery location. If you do not elect physical media,
and intend to download copies of software instead, please provide the download delivery location as the
starter CD kit ship to information.
Starter CD kit ship to information (* indicates required information)
~ Same as notices contact in the enrollment
Customer name * Contact name *
Street address * (no PO boxes accepted) Contact email address *
City and State / Province * Contact phone number *
Country and postal code * Contact fax number
If you choose below to receive media, then upon our acceptance of your enrollment, we will send you your starter
CD kit in the language(s) you select. This starter CD kit will be provided at no additional charge, in order to permit
you to exercise the license rights granted under your enrollment and related Enterprise Agreement. You may also
subscribe to updates in the form of CDs, or upon reasonable notice, electronic download or similar other means. If
you need additional starter CD kits and updates, you may order these through your reseller for a fee. For a
complete list of the contents of any kit, visit the web site at http://selectug.mslicense.coml.
~
Yes, I want to receive a starter CD kit (media)
~
Yes, I want to subscribe to receive CD kit
updates
D
No, I do not want to receive a starter CD kit
(media)
D
No, I do not want to subscribe to receive CD
kit updates
SLG Microsoft Media Order Form v6.4
(North America) (indirect) December 1, 2005
Page 1 of2
SLG Enterprise and Enterprise Subscription Media Order Form
Media shipping information form - starter CD kit (continued)
Chinese Traditional
Chinese Traditional Hon Kon /Pan-Chinese
Croatian
Czech
Danish
Dutch
Estonian
Finnish
French
German
Greek
Hebrew
Hun arian
Italian
Ja anese
Korean
Latvian
Lithuanian
Norwe ian
Polish
Portuguese
Romanian
Russian
Serbian
Slovak
Slovenian
S anish
Swedish
Thai
Turkish
Ukranian
~
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
* Mapping Kit is not available for use in or shipment to India, Hong Kong SAR, Macau SAR, China,
Morocco Pakistan, and Turkey.
** Before installing any of the Multilanguage Packs, the English version of the product must first be
installed. If you order English/Multilanguage, you must also order English.
*** Chinese Simplified Windows XP Professional is not available in the Enterprise Chinese Simplified
Kit and is only available in certain countries. Contact your reseller for availability in your region.
= Not Available
SLG Microsoft Media Order Form v6.4
(North America) (indirect) December 1, 2005
Page 2of2
Monroe County BOCC
Cee Roth
1200 Truman Sl.
Suite 211
Key West, FL 33040
Phone:
Fax:
Email: Roth-Cee@monroecounty-f1.gov
All Prices are in US Dollar(USD)
Product
Pricing Proposal
Quotation #: 1882459
Created On: Oct-27-2006
Valid Until: Nov-26-2006
Account Executive
Thomas Naelon
18069 SW 152nd Ave.
Miami, FL 33187
Phone: 305-971-5266
Fax: 305-971-5283
Email: thomas_naelon@shi.com
Qty
Your Price
Total
MS Enterprise Desktop - BackOffice CAL Annual Payment
MICROSOFT - Part#: A01-00039-B
Note: BackOffice CAL includes Windows Server CAL, Exchange CAL, SMS CAL,
SQL CAL
Additional Comments
390
$96.00
$37,440.00
Total $37,440.00
State of Florida Contract 255-001-01-1
This price is the annual payment for a three year contract under the Microsoft Enterprise Agreement for the State of Florida.