7047 - Amendment 3 Executed
Docusign Transmittal Coversheet
File Name
Purchasing Contact
Contract Expiration
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
03/25/2022
7047-Software, Products, and Related IT Services Amendment #3
Cori Power
City of Denton
_____________________________________________________________________________________
INFORMATION SHEET
DEPARTMENT: Procurement & Compliance
DATE: November 4, 2021
SUBJECT
Adoption of third amendment to a contract through the Department of Information Resources (DIR)
Cooperative Purchasing Network Contract Number DIR-TSO-4092, DIR-TSO-4317, DIR-TSO-3926,
DIR-TSO-4291 with SHI-Government Solutions, Inc., for the acquisition of Microsoft and Other Software,
Products, and Related Services for the Technology Services Department on March 26, 2019, in the not-to-
exceed amount of $600,000; amended by Amendment 1 and 2 approved by Purchasing; said third
amendment to provide additional technology related products and services for the City of Denton; providing
for expenditures of funds therefor; and providing and effective date (File 7047 – providing for an additional
third amendment expenditure amount not-to-exceed $49,000, with the total contract amount not-to-exceed
$649,000).
BACKGROUND
Chapter 271.102 of the Local Government Code authorizes local governments to participate in a cooperative
purchasing program with another local government or local cooperative organization. In lieu of competitive
bidding, items and services may be purchased through such agreements as the agreements have already
been bid by the sponsoring entity or agency. Pricing obtained through the Department of Information
Resources (DIR) Cooperative Purchasing Network has been competitively bid and meets the statutory
requirements of Texas Local Government Code 271.102.
The original contract was awarded on March 26, 2019 not-to-exceed $600,000 with SHI-Government
Solutions, Inc. for products and services related to DIR-TSO-4092 and DIR-TSO-3984.
On July 9, 2021, Purchasing approved Amendment No. 1 to provide additional goods and services by adding
additional Department of Information Resources (DIR) DIR-TSO-3926 contract to broaden the range of
goods and services available to the City of.
On August 31, 2021, Purchasing approved Amendment No. 2 to provide additional goods and services by
adding additional Department of Information Resources (DIR) DIR-TSO-4291 contract for Information
Technology Security (ITS) Hardware, Software and Services.
On October 9, 2021, DIR contract DIR-TSO-3984 expired during the final renewal term and replaced by
contract DIR-TSO-4317.
RECOMMENDATION
City Hall
215 E. McKinney Street
Denton, Texas
www.cityofdenton.com
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
To provide an additional not-to-exceed amount $49,000 with this Third Amendment for an aggregate not-
to-exceed amount of $649,000.
ESTIMATED SCHEDULE OF PROJECT
This is a three (3) year contract expiring on March 25, 2022.
FISCAL INFORMATION
These products and services will be funded through the using department’s budget on an as-needed basis.
EXHIBITS
Exhibit 1: Information Sheet
Exhibit 2: Contract DIR-TSO-4092 and pricing sheet
Exhibit 3: Contract DIR-TSO-3926 and pricing sheet
Exhibit 4: Contract DIR-TSO-4291 and pricing sheet
Exhibit 5: Contract DIR-TSO-4317 and pricing sheet
Respectfully submitted:
Cori Power
Procurement and Compliance
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
11/8/2021Leisha Meine
Chief Technology Officer
',5&RQWUDFW1R',5762
9HQGRU&RQWUDFW1RBBBBBBBBBBBBBBBB
Department of Information Resources 3DJHRI ',5UHY
67$7(2)7(;$6
'(3$570(172),1)250$7,215(6285&(6
&2175$&7)25352'8&76$1'5(/$7('6(59,&(6
6+,*RYHUQPHQW6ROXWLRQV,QF
,QWURGXFWLRQ
$3DUWLHV
7KLV&RQWUDFWIRUSURGXFWVDQGUHODWHGVHUYLFHVLVHQWHUHGLQWREHWZHHQWKH6WDWHRI7H[DV
DFWLQJE\DQGWKURXJKWKH'HSDUWPHQWRI,QIRUPDWLRQ5HVRXUFHV KHUHLQDIWHU³',5´ ZLWK
LWVSULQFLSDOSODFHRIEXVLQHVVDW:HVWWK6WUHHW6XLWH$XVWLQ7H[DV
DQG6+,*RYHUQPHQW6ROXWLRQV,QF KHUHLQDIWHU³9HQGRU´ ZLWKLWVSULQFLSDOSODFHRI
EXVLQHVVDW6RXWK0R3DF([SUHVVZD\6WH$XVWLQ7;
%&RPSOLDQFHZLWK3URFXUHPHQW/DZV
7KLV&RQWUDFWLVWKHUHVXOWRIFRPSOLDQFHZLWKDSSOLFDEOHSURFXUHPHQWODZVRIWKH6WDWHRI
7H[DV',5LVVXHGDVROLFLWDWLRQRQWKH&RPSWUROOHURI3XEOLF$FFRXQWV¶(OHFWURQLF6WDWH
%XVLQHVV'DLO\5HTXHVWIRU2IIHU 5)2 ',5762703RQIRU9DOXH
$GGHG6RIWZDUH5HVHOOHUV.8SRQH[HFXWLRQRIWKLV&RQWUDFWDQRWLFHRIDZDUGIRU5)2
',5762703VKDOOEHSRVWHGE\',5RQWKH(OHFWURQLF6WDWH%XVLQHVV'DLO\
&2UGHURI3UHFHGHQFH
)RUSXUFKDVHWUDQVDFWLRQVXQGHUWKLV&RQWUDFWWKHRUGHURISUHFHGHQFHVKDOOEHDVIROORZV
WKLV&RQWUDFW $SSHQGL[$6WDQGDUG7HUPVDQG&RQGLWLRQV)RU3URGXFWVDQG5HODWHG
6HUYLFHV &RQWUDFWV $SSHQGL[ % 9HQGRU¶V +LVWRULFDOO\ 8QGHUXWLOL]HG %XVLQHVVHV
6XEFRQWUDFWLQJ3ODQ $SSHQGL[&3ULFLQJ,QGH[ ([KLELW9HQGRU¶V5HVSRQVHWR5)2
',5762703LQFOXGLQJDOODGGHQGD DQG([KLELW',5762703LQFOXGLQJ
DOODGGHQGD ([KLELW(OLJLEOH&XVWRPHU([FHSWLRQV DUHLQFRUSRUDWHGE\UHIHUHQFHDQG
FRQVWLWXWHWKHHQWLUHDJUHHPHQWEHWZHHQ',5DQG9HQGRUJRYHUQLQJSXUFKDVHWUDQVDFWLRQV
,Q WKH HYHQW RI D FRQIOLFW EHWZHHQ WKH GRFXPHQWV OLVWHG LQ WKLV SDUDJUDSK UHODWHG WR
SXUFKDVHV WKH FRQWUROOLQJ GRFXPHQW VKDOO EH WKLV &RQWUDFW WKHQ $SSHQGL[ $ WKHQ
$SSHQGL[%WKHQ$SSHQGL[&WKHQ([KLELWWKHQ([KLELWDQGILQDOO\([KLELW,QWKH
HYHQWDQGWRWKHH[WHQWDQ\SURYLVLRQVFRQWDLQHGLQPXOWLSOHGRFXPHQWVDGGUHVVWKHVDPH
RUVXEVWDQWLDOO\WKHVDPHVXEMHFWPDWWHUEXWGRQRWDFWXDOO\FRQIOLFWWKHPRUHUHFHQW
SURYLVLRQVVKDOOEHGHHPHGWRKDYHVXSHUVHGHGHDUOLHUSURYLVLRQV
7HUPRI&RQWUDFW
7KHWHUPRIWKLV&RQWUDFWVKDOOEHWZR \HDUVFRPPHQFLQJRQWKHODVWGDWHRIDSSURYDO
E\',5DQG9HQGRU3ULRUWRH[SLUDWLRQRIWKHRULJLQDOWHUPWKHFRQWUDFWZLOOUHQHZ
DXWRPDWLFDOO\LQWZR\HDULQFUHPHQWVIRUWZRDGGLWLRQDO\HDUVIRUDWRWDORIVL[\HDUV
XQGHUWKHVDPHWHUPVDQGFRQGLWLRQVXQOHVVHLWKHUSDUW\SURYLGHVQRWLFHWRWKH
RWKHUSDUW\GD\VLQDGYDQFHRIWKHUHQHZDOGDWHVWDWLQJWKDWWKHSDUW\ZLVKHVWR
GLVFXVV PRGLILFDWLRQ RI WHUPV RU QRW UHQHZ $GGLWLRQDOO\ WKH SDUWLHV E\ PXWXDO
DJUHHPHQWPD\H[WHQGWKHWHUPIRUXSWRQLQHW\ DGGLWLRQDOFDOHQGDUGD\V
Exhibit 2
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
',5&RQWUDFW1R',5762
9HQGRU&RQWUDFW1RBBBBBBBBBBBBBBBB
Department of Information Resources 3DJHRI ',5UHY
3URGXFWDQG6HUYLFH2IIHULQJV
$ 3URGXFWV
3URGXFWVDYDLODEOHXQGHUWKLV&RQWUDFWDUHOLPLWHGWRMicrosoft Products DVVSHFLILHGLQ
$SSHQGL[&3ULFLQJ,QGH[9HQGRUPD\LQFRUSRUDWHFKDQJHVWRWKHLUSURGXFWRIIHULQJ
KRZHYHUDQ\FKDQJHVPXVWEHZLWKLQWKHVFRSHRISURGXFWVDZDUGHGEDVHGRQWKH
SRVWLQJGHVFULEHGLQ6HFWLRQ%DERYH9HQGRUPD\QRWDGGDPDQXIDFWXUHU¶VSURGXFW
OLQHZKLFKZDVQRWLQFOXGHGLQWKH9HQGRU¶VUHVSRQVHWRWKHVROLFLWDWLRQGHVFULEHGLQ
6HFWLRQ%DERYH
% 6HUYLFHV
6HUYLFHVDYDLODEOHXQGHUWKLV&RQWUDFWDUHOLPLWHGWRSoftware services,SOXVUHODWHG
WHFKQLFDOservicesDVVSHFLILHGLQ$SSHQGL[&3ULFLQJ,QGH[.9HQGRUPD\LQFRUSRUDWH
FKDQJHVWRWKHLUVHUYLFHRIIHULQJ KRZHYHUDQ\FKDQJHVPXVWEHZLWKLQWKHVFRSHRI
VHUYLFHVDZDUGHGEDVHGRQWKHSRVWLQJGHVFULEHGLQ6HFWLRQ%DERYH
3ULFLQJ
3ULFLQJWRWKH',5&XVWRPHUVKDOOEHDVVHWIRUWKLQ$SSHQGL[$6HFWLRQ3ULFLQJ
3XUFKDVH2UGHUV,QYRLFHVDQG3D\PHQWDQGDVVHWIRUWKLQ$SSHQGL[&3ULFLQJ,QGH[DQG
VKDOOLQFOXGHWKH',5$GPLQLVWUDWLYH)HH
',5$GPLQLVWUDWLYH)HH
$ 7KHDGPLQLVWUDWLYHIHHWREHSDLGE\WKH9HQGRUWR',5EDVHGRQWKHGROODUYDOXHRIDOO
VDOHV WR &XVWRPHUV SXUVXDQW WR WKLV &RQWUDFW LV WKUHH TXDUWHUVRI RQH SHUFHQW
3D\PHQWZLOOEHFDOFXODWHGIRUDOOVDOHVQHWRIUHWXUQVDQGFUHGLWV)RUH[DPSOHWKH
DGPLQLVWUDWLYHIHHIRUVDOHVWRWDOLQJVKDOOEH750.00
% $OOSULFHVTXRWHGWR&XVWRPHUVVKDOOLQFOXGHWKHDGPLQLVWUDWLYHIHH',5UHVHUYHVWKH
ULJKWWRFKDQJHWKLVIHHXSZDUGVRUGRZQZDUGVGXULQJWKHWHUPRIWKLV&RQWUDFWXSRQ
ZULWWHQQRWLFHWR9HQGRUZLWKRXWIXUWKHUUHTXLUHPHQWIRUDIRUPDOFRQWUDFWDPHQGPHQW
$Q\FKDQJHLQWKHDGPLQLVWUDWLYHIHHVKDOOEHLQFRUSRUDWHGLQWKHSULFHWRWKH&XVWRPHU
1RWLILFDWLRQ
$OOQRWLFHVXQGHUWKLV&RQWUDFWVKDOOEHVHQWWRDSDUW\DWWKHUHVSHFWLYHDGGUHVVLQGLFDWHG
EHORZ
,IVHQWWRWKH6WDWH
.HOO\$3DUNHU&730&7&0
'LUHFWRU&RRSHUDWLYH&RQWUDFWV
'HSDUWPHQWRI,QIRUPDWLRQ5HVRXUFHV
:WK6W6XLWH
$XVWLQ7H[DV
3KRQH
)DFVLPLOH
(PDLO NHOO\SDUNHU#GLUWH[DVJRY
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
',5&RQWUDFW1R',5762
9HQGRU&RQWUDFW1RBBBBBBBBBBBBBBBB
Department of Information Resources 3DJHRI ',5UHY
,IVHQWWRWKH9HQGRU
9LFWRULD3XE\OVNL
6+,*RYHUQPHQW6ROXWLRQV,QF
6RXWK0R3DF([SUHVVZD\6XLWH
$XVWLQ7H[DV
3KRQH
)D[
(PDLO 9LFWRULDB3XE\OVNL#VKLFRP
6RIWZDUH/LFHQVH$JUHHPHQWV
$6KULQN&OLFNZUDS/LFHQVH$JUHHPHQW
5HJDUGOHVVRIDQ\RWKHUSURYLVLRQRURWKHUOLFHQVHWHUPVZKLFKPD\EHLVVXHGE\
9HQGRUDIWHUWKHHIIHFWLYHGDWHRIWKLV&RQWUDFWDQGLUUHVSHFWLYHRIZKHWKHUDQ\VXFK
SURYLVLRQVKDYHEHHQSURSRVHGSULRUWRRUDIWHUWKHLVVXDQFHRID3XUFKDVH2UGHUIRU
SURGXFWVOLFHQVHGXQGHUWKLV&RQWUDFWRUWKHIDFWWKDWVXFKRWKHUDJUHHPHQWPD\EH
DIIL[HG WR RU DFFRPSDQ\ VRIWZDUH XSRQ GHOLYHU\ VKULQNZUDS WKHWHUPVDQG
FRQGLWLRQVVHWIRUWKLQWKLV&RQWUDFWVKDOOVXSHUVHGHDQGJRYHUQWKHOLFHQVHWHUPV
EHWZHHQ&XVWRPHUVDQG9HQGRU,WLVWKH&XVWRPHU¶VUHVSRQVLELOLW\WRUHDGWKH
6KULQN&OLFNZUDS/LFHQVH$JUHHPHQWDQGGHWHUPLQHLIWKH&XVWRPHUDFFHSWVWKH
OLFHQVHWHUPVDVDPHQGHGE\WKLV&RQWUDFW,IWKH&XVWRPHUGRHVQRWDJUHHZLWK
WKHOLFHQVHWHUPV&XVWRPHUVKDOOEHUHVSRQVLEOHIRUQHJRWLDWLQJZLWKWKHUHVHOOHU
WR REWDLQ DGGLWLRQDO FKDQJHV LQ WKH 6KULQN&OLFNZUDS /LFHQVH $JUHHPHQW
ODQJXDJHIURPWKHVRIWZDUHSXEOLVKHU
%&RQIOLFWLQJRU$GGLWLRQDO7HUPV
,Q WKH HYHQW WKDW FRQIOLFWLQJ RU DGGLWLRQDO WHUPV LQ 9HQGRU 6RIWZDUH /LFHQVH
$JUHHPHQWV 9HQGRU 6KULQN&OLFN :UDS /LFHQVH $JUHHPHQWV 9HQGRU 6HUYLFH
$JUHHPHQWVRUOLQNHGRUVXSSOHPHQWDO9HQGRUGRFXPHQWVDPHQGRUGLPLQLVKWKHULJKWV
RI',5&XVWRPHUVRUWKH6WDWHVXFKFRQIOLFWLQJRUDGGLWLRQDOWHUPVVKDOOQRWWDNH
SUHFHGHQFHRYHUWKHWHUPVRIWKLV&RQWUDFW
,QWKHHYHQWRIDFRQIOLFWDQ\OLQNHGGRFXPHQWVPD\QRWWDNHSUHFHGHQFHRYHUWKH
SULQWHGRUUHIHUHQFHGGRFXPHQWVFRPSULVLQJWKLVFRQWUDFW SURYLGHGIXUWKHUWKDWDQ\
XSGDWH WR VXFK OLQNHG GRFXPHQWV VKDOO RQO\ DSSO\ WR SXUFKDVHV RU OHDVHV RI WKH
DVVRFLDWHG9HQGRUSURGXFWRUVHUYLFHRIIHULQJDIWHUWKHHIIHFWLYHGDWHRIWKHXSGDWH
DQGSURYLGHGIXUWKHUWKDWLI9HQGRUKDVUHVSRQGHGWRDVROLFLWDWLRQRUUHTXHVWIRU
SULFLQJQRXSGDWHRIVXFKOLQNHGGRFXPHQWVRQRUDIWHUWKHLQLWLDOGDWHRI9HQGRU¶V
LQLWLDOUHVSRQVHVKDOODSSO\WRWKDWSXUFKDVHXQOHVV9HQGRUGLUHFWO\LQIRUPV&XVWRPHU
RIWKHXSGDWHEHIRUHWKHSXUFKDVHLVFRQVXPPDWHG
,QWKHHYHQWWKDWGLIIHUHQWRUDGGLWLRQDOWHUPVRUFRQGLWLRQVZRXOGRWKHUZLVHUHVXOWIURP
DFFHVVLQJDOLQNHGGRFXPHQWDJUHHPHQWWRVDLGOLQNHGGRFXPHQWVKDOOQRWEHHIIHFWLYH
XQWLOUHYLHZHGDQGDSSURYHGLQZULWLQJE\&XVWRPHU¶VDXWKRUL]HGVLJQDWRU\
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
',5&RQWUDFW1R',5762
9HQGRU&RQWUDFW1RBBBBBBBBBBBBBBBB
Department of Information Resources 3DJHRI ',5UHY
9HQGRU VKDOO QRW >ZLWKRXW SULRU ZULWWHQ DJUHHPHQW IURP &XVWRPHU¶V DXWKRUL]HG
VLJQDWRU\@UHTXLUHDQ\GRFXPHQWWKDW GLPLQLVKHVWKHULJKWVEHQHILWVRUSURWHFWLRQV
RIWKH&XVWRPHURUWKDWDOWHUVWKHGHILQLWLRQVPHDVXUHPHQWVRUPHWKRGIRUGHWHUPLQLQJ
DQ\DXWKRUL]HGULJKWVEHQHILWVRUSURWHFWLRQVRIWKH&XVWRPHU RU LPSRVHVDGGLWLRQDO
FRVWV EXUGHQV RU REOLJDWLRQV XSRQ &XVWRPHU RU WKDW DOWHUV WKH GHILQLWLRQV
PHDVXUHPHQWVRUPHWKRGIRUGHWHUPLQLQJDQ\DXWKRUL]HGFRVWVEXUGHQVRUREOLJDWLRQV
XSRQ &XVWRPHU 7KH IRUHJRLQJ UHTXLUHPHQWV GR QRW DSSO\ WR FRQWUDFWV EHWZHHQ
&XVWRPHUDQGDVRIWZDUHSXEOLVKHU
(OLJLEOH&XVWRPHUV
9HQGRULVDXWKRUL]HGWRVHOODZDUGHGSURGXFWVDQGUHODWHGVHUYLFHVWRDOOHOLJLEOH',5
FXVWRPHUV H[FOXGLQJ 7H[DV VWDWH DJHQFLHV ([FHSWLRQV WR WKLV SURYLVLRQ DUH QRWHG LQ
([KLELW(OLJLEOH&XVWRPHU([FHSWLRQV$SSHQGL[$6WDQGDUG7HUPVDQG&RQGLWLRQV
IRU3URGXFWDQG5HODWHG6HUYLFHV&RQWUDFWV6HFWLRQ'HILQLWLRQV&XVWRPHULV
KHUHE\UHVWDWHGLQLWVHQWLUHW\DQGUHSODFHGDVIROORZV
$&XVWRPHUDQ\XQLWRIORFDOJRYHUQPHQWLQVWLWXWLRQRIKLJKHUHGXFDWLRQDVGHILQHG
LQ6HFWLRQ7H[DV*RYHUQPHQW&RGHWKH(OHFWULF5HOLDELOLW\&RXQFLORI
7H[DVWKH/RZHU&RORUDGR5LYHU$XWKRULW\DSULYDWHVFKRRODVGHILQHGE\6HFWLRQ
(GXFDWLRQ&RGHDSULYDWHRULQGHSHQGHQWLQVWLWXWLRQRIKLJKHUHGXFDWLRQDV
GHILQHGE\6HFWLRQ(GXFDWLRQ&RGHDYROXQWHHUILUHGHSDUWPHQWDVGHILQHG
E\6HFWLRQ7D[&RGHDQGWKRVHVWDWHDJHQFLHVSXUFKDVLQJIURPD',5
FRQWUDFWWKURXJKDQ,QWHUDJHQF\$JUHHPHQWDVDXWKRUL]HGE\&KDSWHU7H[DV
*RYHUQPHQW &RGH DQ\ ORFDO JRYHUQPHQW DV DXWKRUL]HG WKURXJK WKH ,QWHUORFDO
&RRSHUDWLRQ$FW&KDSWHU 7H[DV*RYHUQPHQW&RGHDQGWKHVWDWHDJHQFLHVDQG
SROLWLFDOVXEGLYLVLRQVRIRWKHUVWDWHVDVDXWKRUL]HGE\6HFWLRQ7H[DV
*RYHUQPHQW &RGH DQG H[FHSW IRU WHOHFRPPXQLFDWLRQV VHUYLFHV XQGHU &KDSWHU
7H[DV*RYHUQPHQW&RGHDVVLVWDQFHRUJDQL]DWLRQVDVGHILQHGLQ6HFWLRQ
7H[DV*RYHUQPHQW&RGHWRPHDQ
$ QRQSURILW RUJDQL]DWLRQ WKDW SURYLGHV HGXFDWLRQDO KHDOWK RUKXPDQ
VHUYLFHVRUDVVLVWDQFHWRKRPHOHVVLQGLYLGXDOV
$QRQSURILWIRRGEDQNWKDWVROLFLWVZDUHKRXVHVDQGUHGLVWULEXWHVHGLEOH
EXW XQPDUNHWDEOH IRRG WR DQ DJHQF\ WKDW IHHGV QHHG\ IDPLOLHV DQG
LQGLYLGXDOV
7H[DV3DUWQHUVRIWKH$PHULFDVDUHJLVWHUHGDJHQF\ZLWKWKH$GYLVRU\
&RPPLWWHHRQ9ROXQWDU\)RUHLJQ$LGZLWKWKHDSSURYDORIWKH3DUWQHUV
RIWKH$OOLDQFH2IILFHRIWKH$JHQF\IRU,QWHUQDWLRQDO'HYHORSPHQW
$JURXSLQFOXGLQJDIDLWKEDVHGJURXSWKDWHQWHUVLQWRDILQDQFLDORUQRQ
ILQDQFLDODJUHHPHQWZLWKDKHDOWKRUKXPDQVHUYLFHVDJHQF\WRSURYLGH
VHUYLFHVWRWKDWDJHQF\¶VFOLHQWV
$ORFDOZRUNIRUFHGHYHORSPHQWERDUGFUHDWHGXQGHU6HFWLRQ
$QRQSURILWRUJDQL]DWLRQDSSURYHGE\WKH6XSUHPH&RXUWRI7H[DVWKDW
SURYLGHVIUHHOHJDOVHUYLFHVIRUORZLQFRPHKRXVHKROGVLQFLYLOPDWWHUV
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
',5&RQWUDFW1R',5762
9HQGRU&RQWUDFW1RBBBBBBBBBBBBBBBB
Department of Information Resources 3DJHRI ',5UHY
7KH 7H[DV %ROO :HHYLO (UDGLFDWLRQ )RXQGDWLRQ ,QF RU DQ HQWLW\
GHVLJQDWHG E\ WKH FRPPLVVLRQHU RI DJULFXOWXUH DV WKH IRXQGDWLRQ¶V
VXFFHVVRUHQWLW\XQGHU6HFWLRQ7H[DV$JULFXOWXUH&RGH
$ QRQSURILW FRPSXWHU EDQN WKDW VROLFLWV VWRUHV UHIXUELVKHV DQG
UHGLVWULEXWHVXVHGFRPSXWHUHTXLSPHQWWRSXEOLFVFKRROVWXGHQWVDQGWKHLU
IDPLOLHV DQG
$QRQSURILWRUJDQL]DWLRQWKDWSURYLGHVDIIRUGDEOHKRXVLQJ
&KDQJHRI&KDQQHO3DUWQHU
)RUDOODJUHHPHQWVHQUROOPHQWVDQGWHQDQWHQUROOPHQWVDVVRFLDWHGZLWK',5¶V'DWD
&HQWHU6HUYLFHV '&6 SURJUDPDQGDQ\RWKHU7H[DVVWDWHDJHQF\WKHDXWKRUL]HG
5HVHOOHUDQG&KDQQHO3DUWQHUWUDQVLWLRQWRDQHZYDOXHDGGHGUHVHOOHUZLOOEHHIIHFWLYHRQ
WKHGDWHVWDWHGLQWKH&KDQJHRI&KDQQHO3DUWQHUDQG&KDQJHRI'LUHFWDQG/DUJH
$FFRXQW5HVHOOHUDPHQGPHQWVH[HFXWHGE\DOO3DUWLHV9HQGRUDJUHHVWRVLJQDQGUHWXUQ
WKH&KDQJHRI&KDQQHO3DUWQHUDPHQGPHQWVZLWKLQGD\VRIUHFHLSW
$XWKRUL]HG([FHSWLRQV
$SSHQGL[$6WDQGDUG7HUPVDQG&RQGLWLRQVIRU3URGXFWDQG5HODWHG6HUYLFHV
&RQWUDFWV
%&RQWUDFW6HFWLRQ'HILQLWLRQV% &RPSOLDQFH&KHFNLVKHUHE\UHVWDWHGLQLWV
HQWLUHW\DVIROORZV
% &RPSOLDQFH&KHFN±DQDXGLWRI9HQGRU¶VWRWKHH[WHQWUHDVRQDEO\QHFHVVDU\WR
YHULI\SHUIRUPDQFHKHUHXQGHU9HQGRU¶VDXGLWPD\EHSHUIRUPHGE\EXWQRWOLPLWHGWR
DWKLUGSDUW\DXGLWRU',5,QWHUQDO$XGLWGHSDUWPHQW',5FRQWUDFWPDQDJHPHQWVWDII
RUWKHLUGHVLJQHHV
&&RQWUDFW6HFWLRQ,QWHOOHFWXDO3URSHUW\0DWWHUV6HFWLRQ$'HILQLWLRQV,WHP
:RUN3URGXFWLVKHUHE\UHVWDWHGLQLWVHQWLUHW\DVIROORZV
³:RUN3URGXFW´PHDQVDQ\DQGDOOWDQJLEOHDQGLQWDQJLEOHRXWSXWRI9HQGRU¶V6HUYLFHV
SURGXFHGE\9HQGRUIRU&XVWRPHUXQGHUD6WDWHPHQWRI:RUNLVVXHGSXUVXDQWWRWKLV
&RQWUDFWLQFOXGLQJDQ\DQGDOOWDQJLEOHRULQWDQJLEOHLWHPVRUWKLQJVWKDWKDYHEHHQRU
ZLOOEHSUHSDUHGFUHDWHGGHYHORSHGIRU&XVWRPHULQFOXGLQJEXWQRWOLPLWHGWRDQ\ L
ZRUNVRIDXWKRUVKLS VXFKDVPDQXDOVLQVWUXFWLRQVSULQWHGPDWHULDOJUDSKLFVDUWZRUNLPDJHV LOOXVWUDWLRQV SKRWRJUDSKV IORZ FKDUWV QRWHV ZULWLQJV GDWD LQIRUPDWLRQ
PXOWLPHGLDILOHVRWKHUZULWWHQRUPDFKLQHUHDGDEOHH[SUHVVLRQRIVXFKZRUNVIL[HGLQ
DQ\WDQJLEOHPHGLDDQGDOORWKHUFRS\ULJKWDEOHZRUNV LL DQ\FRSLHVDQGVLPLODURU
GHULYDWLYHZRUNVWRDQ\RIWKHIRUHJRLQJ LLL GRFXPHQWDWLRQDQGPDWHULDOVDQG LY DOO
,QWHOOHFWXDO3URSHUW\5LJKWVLQDQ\RIWKHIRUHJRLQJDQGZKLFKDUHRUZHUHFUHDWHGSUHSDUHG GHYHORSHG LQYHQWHG RU FRQFHLYHG IRU WKH XVH RU EHQHILW RI &XVWRPHU LQ
FRQQHFWLRQZLWKWKLV&RQWUDFWRUD6WDWHPHQWRI:RUNRUZLWKIXQGVDSSURSULDWHGE\RU
IRU &XVWRPHU RU &XVWRPHU¶V EHQHILW D E\ DQ\ 9HQGRU SHUVRQQHO RU &XVWRPHU
SHUVRQQHORU E DQ\&XVWRPHUSHUVRQQHOZKRWKHQEHFDPHSHUVRQQHOWR9HQGRURUDQ\
RILWVDIILOLDWHVRUVXEFRQWUDFWRUVZKHUHDOWKRXJKFUHDWLRQRUUHGXFWLRQWRSUDFWLFHLV
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
',5&RQWUDFW1R',5762
9HQGRU&RQWUDFW1RBBBBBBBBBBBBBBBB
Department of Information Resources 3DJHRI ',5UHY
FRPSOHWHGZKLOHWKHSHUVRQLVDIILOLDWHGZLWK9HQGRURULWVSHUVRQQHODQ\SRUWLRQRI
VDPHZDVFUHDWHGLQYHQWHGRUFRQFHLYHGE\VXFKSHUVRQZKLOHDIILOLDWHGZLWK&XVWRPHU
'&RQWUDFW6HFWLRQ ,QWHOOHFWXDO 3URSHUW\ 0DWWHUV $ 'HILQLWLRQV ,WHP
³,QWHOOHFWXDO3URSHUW\5LJKWV´LVKHUHE\UHVWDWHGLQLWVHQWLUHW\DVIROORZV
³,QWHOOHFWXDO 3URSHUW\ 5LJKWV´ PHDQV WKH ZRUOGZLGH OHJDO ULJKWV RU LQWHUHVWV
HYLGHQFHGE\RUHPERGLHGLQ L DQ\FRPSLODWLRQVGLDJUDPVOD\RXWVPDVNZRUNVLGHD
GHVLJQ FRQFHSW SHUVRQDOLW\ ULJKW PHWKRG SURFHVV IRUPXOD WHFKQLTXH DSSDUDWXV
LQYHQWLRQGLVFRYHU\RULPSURYHPHQWLQFOXGLQJDQ\SDWHQWVWUDGHVHFUHWVDQGNQRZ
KRZVKRZKRZUHVHDUFKDQGGHYHORSPHQW LL DQ\ZRUNRIDXWKRUVKLSLQFOXGLQJDQ\
FRS\ULJKWVPRUDOULJKWVRUQHLJKERULQJULJKWV LLL DQ\VRIWZDUH LQFOXGLQJURXWLQHVDQG
VXEURXWLQHVWUDGHPDUNVHUYLFHPDUNORJR&RQILGHQWLDO,QIRUPDWLRQSUHH[LVWLQJDQG
LQGHSHQGHQWO\GHYHORSHGPDWHULDOVWUDGHGUHVVWUDGHQDPHRURWKHULQGLFLDRIVRXUFH
RURULJLQ LY GRPDLQQDPHUHJLVWUDWLRQV DQG Y DQ\RWKHUSURSULHWDU\RUVLPLODUULJKWV
7KH,QWHOOHFWXDO3URSHUW\5LJKWVRIDSDUW\LQFOXGHDOOZRUOGZLGHOHJDOULJKWVRULQWHUHVWV
WKDWWKHSDUW\PD\KDYHDFTXLUHGE\DVVLJQPHQWRUOLFHQVHZLWKWKHULJKWWRJUDQW
VXEOLFHQVHV
(&RQWUDFW6HFWLRQ ,QWHOOHFWXDO 3URSHUW\ 0DWWHUV $ 'HILQLWLRQV ,WHP
³9HQGRU,3´LVKHUHE\UHVWDWHGLQLWVHQWLUHW\DVIROORZV
³9HQGRU,3´VKDOOPHDQDOOWDQJLEOHRULQWDQJLEOHLWHPVRUWKLQJVLQFOXGLQJWKH
,QWHOOHFWXDO 3URSHUW\ 5LJKWV WKHUHLQ FUHDWHG RU GHYHORSHG E\ 9HQGRU D SULRU WR
SURYLGLQJ DQ\ 6HUYLFHV RU :RUN 3URGXFW WR &XVWRPHU DQG SULRU WR UHFHLYLQJ DQ\
GRFXPHQWVPDWHULDOVLQIRUPDWLRQRUIXQGLQJIURPRURQEHKDOIRI&XVWRPHUUHODWLQJ
WRWKH6HUYLFHVRU:RUN3URGXFWRU E DIWHUWKH(IIHFWLYH'DWHRIWKH&RQWUDFWLIVXFK
WDQJLEOHRULQWDQJLEOHLWHPVRUWKLQJVGRQRWLQFOXGH L DQ\&RQILGHQWLDO,QIRUPDWLRQ
RI &XVWRPHU RU LL DQ\ LGHDV FRQFHSWV NQRZKRZ VNLOOV PHWKRGRORJLHV RU
WHFKQLTXHVZKLFK $ DUHGHYHORSHGVROHO\E\&XVWRPHURU % DUHXQLTXHWR&XVWRPHU
RULWVDSSOLFDWLRQVDQGDUHGHYHORSHGIRULQFOXVLRQLQWKH:RUN3URGXFW
)&RQWUDFW6HFWLRQ,QWHOOHFWXDO3URSHUW\0DWWHUV%2ZQHUVKLSLVKHUHE\UHVWDWHG
LQLWVHQWLUHW\DVIROORZV
9HQGRU RZQV DOO ULJKW WLWOH DQG LQWHUHVW WKH 9HQGRU ,3 $V EHWZHHQ 9HQGRU DQG
&XVWRPHUDQGXSRQSD\PHQWE\&XVWRPHURIDQ\XQGLVSXWHGLQYRLFHRIYHQGRUGLUHFWO\
UHODWHGWRDVSHFLILFHOHPHQWRIZRUNSURGXFWWKDWDEVHQWRIWKH:RUN3URGXFWDQG
,QWHOOHFWXDO3URSHUW\5LJKWVWKHUHLQDUHDQGVKDOOEHRZQHGH[FOXVLYHO\E\&XVWRPHUDQG
QRW9HQGRU9HQGRUVSHFLILFDOO\DJUHHVWKDWWKH:RUN3URGXFWVKDOOEHFRQVLGHUHG³ZRUNV
PDGHIRUKLUH´DQGWKDWWKH:RUN3URGXFWVKDOOXSRQFUHDWLRQEHRZQHGH[FOXVLYHO\E\
&XVWRPHU6XEMHFWWR9HQGRU¶VFRQILGHQWLDOLW\REOLJDWLRQVWRFXVWRPHU 1RWKLQJLQWKLV
&RQWUDFWSUHFOXGHV9HQGRUIURPSURYLGLQJVHUYLFHVVLPLODUWRWKRVHGHVFULEHGLQWKLV
&RQWUDFWRUDQ\6WDWHPHQWRI:RUNWRDQ\RWKHUFXVWRPHUV7RWKHH[WHQWWKDWWKH:RUN
3URGXFWXQGHUDSSOLFDEOHODZPD\QRWEHFRQVLGHUHGZRUNVPDGHIRUKLUH9HQGRU
KHUHE\ DJUHHV WKDW WKH &RQWUDFW HIIHFWLYHO\ WUDQVIHUV JUDQWVFRQYH\V DVVLJQV DQG
UHOLQTXLVKHVH[FOXVLYHO\WR&XVWRPHUDOOULJKWWLWOHDQGLQWHUHVWLQDQGWRDOORZQHUVKLS
ULJKWVLQWKH:RUN3URGXFWDQGDOO,QWHOOHFWXDO3URSHUW\5LJKWVLQWKH:RUN3URGXFW
ZLWKRXWWKHQHFHVVLW\RIDQ\IXUWKHUFRQVLGHUDWLRQDQG&XVWRPHUVKDOOEHHQWLWOHGWR
REWDLQDQGKROGLQLWVRZQQDPHDOO,QWHOOHFWXDO3URSHUW\5LJKWVLQDQGWRWKH:RUN
3URGXFW9HQGRUDFNQRZOHGJHVWKDW9HQGRUDQG&XVWRPHUGRQRWLQWHQG9HQGRUWREHD
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
',5&RQWUDFW1R',5762
9HQGRU&RQWUDFW1RBBBBBBBBBBBBBBBB
Department of Information Resources 3DJHRI ',5UHY
MRLQWDXWKRURIWKH:RUN3URGXFWZLWKLQWKHPHDQLQJRIWKH&RS\ULJKW$FWRI
&XVWRPHUVKDOOKDYHDFFHVVGXULQJQRUPDOEXVLQHVVKRXUV 0RQGD\WKURXJK)ULGD\
$0WR30 DQGXSRQUHDVRQDEOHSULRUQRWLFHWR9HQGRUWRDOOQHFHVVDU\DQGUHOHYDQW
9HQGRUPDWHULDOVSUHPLVHVDQGFRPSXWHUILOHVFRQWDLQLQJWKH:RUN3URGXFW9HQGRUDQG
&XVWRPHU DV DSSURSULDWH ZLOO FRRSHUDWH ZLWK RQH DQRWKHU DQG H[HFXWH VXFK RWKHU
GRFXPHQWVDVPD\EHUHDVRQDEO\DSSURSULDWHWRDFKLHYHWKHREMHFWLYHVKHUHLQ1ROLFHQVH
RURWKHUULJKWLVJUDQWHGKHUHXQGHUWRDQ\7KLUG3DUW\,3H[FHSWDVPD\EHLQFRUSRUDWHGLQWKH:RUN3URGXFWE\9HQGRU
*&RQWUDFW6HFWLRQ ,QWHOOHFWXDO 3URSHUW\ 0DWWHUV * 5HWXUQ RI 0DWHULDOV
3HUWDLQLQJWR:RUN3URGXFWLVKHUHE\UHVWDWHGLQLWVHQWLUHW\DVIROORZV
8SRQWKHUHTXHVWRI&XVWRPHUEXWLQDQ\HYHQWXSRQWHUPLQDWLRQRUH[SLUDWLRQRIWKLV
&RQWUDFWRUD6WDWHPHQWRI:RUN9HQGRUVKDOOVXUUHQGHUWR&XVWRPHUDOOGRFXPHQWV
DQGWKLQJVQHFHVVDU\WRWKHXQGHUVWDQGLQJDQGRSHUDWLRQRIWKHZRUNSURGXFWDQGDOO
WKLQJVSHUWDLQLQJWRWKH:RUN3URGXFWLQFOXGLQJEXWQRWOLPLWHGWRGUDIWVPHPRUDQGDQRWHVUHFRUGVGUDZLQJVPDQXDOVUHSRUWVGDWDDQGDOORWKHUGRFXPHQWVRUPDWHULDOV
DQGFRSLHVRIVDPH JHQHUDWHGRUGHYHORSHGE\9HQGRURUIXUQLVKHGE\&XVWRPHUWR9HQGRU LQFOXGLQJ DOO PDWHULDOV HPERG\LQJ WKH :RUN 3URGXFW DQ\&XVWRPHU
FRQILGHQWLDO LQIRUPDWLRQ RU ,QWHOOHFWXDO 3URSHUW\ 5LJKWV LQ VXFK :RUN 3URGXFW
UHJDUGOHVVRIZKHWKHUFRPSOHWHRULQFRPSOHWH7KLVVHFWLRQLVLQWHQGHGWRDSSO\WRDOO
:RUN3URGXFWDVZHOODVWRDOOGRFXPHQWVDQGWKLQJVIXUQLVKHGWR9HQGRUE\&XVWRPHU
RUE\DQ\RQHHOVHWKDWSHUWDLQWRWKH:RUN3URGXFW
+&RQWUDFW6HFWLRQ,QWHOOHFWXDO3URSHUW\0DWWHUV. /LFHQVHWR&XVWRPHULVKHUHE\UHVWDWHGLQLWVHQWLUHW\DVIROORZV
,I9HQGRULQFOXGHVDQ\9HQGRU,3WKHQ9HQGRUJUDQWVWR&XVWRPHUDOLPLWHGSHUSHWXDOLUUHYRFDEOH UR\DOW\ IUHH QRQH[FOXVLYH OLFHQVH VROHO\ IRU WKH &XVWRPHU¶V LQWHUQDO
EXVLQHVVSXUSRVHVWRXVHFRS\PRGLI\GLVSOD\SHUIRUP E\DQ\PHDQV WUDQVPLWDQG
SUHSDUHGHULYDWLYHZRUNVRIDQ\9HQGRU,3VROHO\WRWKHH[WHQWVXFK9HQGRU,3LV
QHFHVVDU\WRXVHWKH:RUN3URGXFWHPERGLHGLQRUGHOLYHUHGWR&XVWRPHULQFRQMXQFWLRQ
ZLWKWKH:RUN3URGXFW7KHIRUHJRLQJOLFHQVHLQFOXGHVWKHULJKWWRVXEOLFHQVHWKLUG
SDUWLHV VROHO\ IRU WKH SXUSRVH RI HQJDJLQJ VXFK WKLUG SDUWLHVWR DVVLVW RU FDUU\RXW
&XVWRPHU¶VLQWHUQDOEXVLQHVVXVHRIWKH:RUN3URGXFW([FHSWIRUWKHSUHFHGLQJOLFHQVHDOOULJKWVLQ9HQGRU,3UHPDLQLQ9HQGRU
,&RQWUDFW6HFWLRQ ,QWHOOHFWXDO 3URSHUW\ 0DWWHUV / 9HQGRU 'HYHORSPHQW
5LJKWVLVKHUHE\UHVWDWHGLQLWVHQWLUHW\DVIROORZV
7RWKHH[WHQWQRWLQFRQVLVWHQWZLWK&XVWRPHU¶VULJKWVLQWKH:RUN3URGXFWRUDVVHWIRUWK
KHUHLQQRWKLQJLQWKLV&RQWUDFWVKDOOSUHFOXGH9HQGRUIURPGHYHORSLQJIRULWVHOIRUIRU
RWKHUVPDWHULDOVZKLFKDUHFRPSHWLWLYHZLWKWKRVHSURGXFHGDVDUHVXOWRIWKH6HUYLFHV
SURYLGHGKHUHXQGHUSURYLGHGWKDWQR:RUN3URGXFWLVXWLOL]HGDQGQR,QWHOOHFWXDO
3URSHUW\5LJKWVRI&XVWRPHUWKHUHLQDUHLQIULQJHGE\VXFKFRPSHWLWLYHPDWHULDOV7RWKH
H[WHQWWKDW9HQGRUZLVKHVWRXVHWKH:RUN3URGXFWRUDFTXLUHOLFHQVHGULJKWVLQFHUWDLQ
,QWHOOHFWXDO3URSHUW\5LJKWVRI&XVWRPHUWKHUHLQLQRUGHUWRRIIHUFRPSHWLWLYHJRRGVRU
VHUYLFHVWRWKLUGSDUWLHV9HQGRUDQG&XVWRPHUDJUHHWRQHJRWLDWHLQJRRGIDLWKUHJDUGLQJ
DQDSSURSULDWHOLFHQVHDQGUR\DOW\DJUHHPHQWWRDOORZIRUVXFK&XVWRPHUVKDOOQRWDQG
VKDOOQRWSHUPLWDQ\DIILOLDWHVRUWKLUGSDUW\WRWUDQVODWHUHYHUVHHQJLQHHUGHFRPSLOH
UHFRPSLOHXSGDWHRUPRGLI\DQ\9HQGRU,3,I&XVWRPHUSURYLGHVDQ\LQSXWFRPPHQWV
RUVXJJHVWLRQVUHJDUGLQJWKH6HUYLFHV9HQGRU,3RU9HQGRU¶VEXVLQHVVRUWHFKQRORJ\
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
',5&RQWUDFW1R',5762
9HQGRU&RQWUDFW1RBBBBBBBBBBBBBBBB
Department of Information Resources 3DJHRI ',5UHY
SODQVLQFOXGLQJFRPPHQWVRUVXJJHVWLRQVUHJDUGLQJWKHSRVVLEOHFUHDWLRQGHYHORSPHQW
PRGLILFDWLRQFRUUHFWLRQLPSURYHPHQWRUHQKDQFHPHQWRIWKH6HUYLFHVRU9HQGRU,3
FROOHFWLYHO\ ³)HHGEDFN´ WKHQ &XVWRPHU VKDOO JUDQW DQG KHUHE\ JUDQWV 9HQGRU D
SHUSHWXDOQRQH[FOXVLYHZRUOGZLGHUR\DOW\IUHHOLFHQVHWRXVHVXFK)HHGEDFNZLWKRXW
UHVWULFWLRQ
-&RQWUDFW6HFWLRQ9HQGRUV5HVSRQVLELELOLW\$,QGHPQLILFDWLRQ,WHP
,QIULQJHPHQWVLVKHUHE\UHVWDWHGLQLWVHQWLUHW\DVIROORZV D 9HQGRU VKDOO LQGHPQLI\ DQG KROG KDUPOHVV WKH 6WDWH RI 7H[DVDQG &XVWRPHUV
$1'25 7+(,5 (03/2<((6 $*(176 5(35(6(17$7,9(6
&2175$&7256$66,*1((6$1'25'(6,*1((6IURPDQ\GLUHFWGDPDJHV
DULVLQJIURPDOOWKLUGSDUW\FODLPVWKDWWKH:RUN3URGXFWLQYROYHLQIULQJHPHQWRIDQ\
8QLWHG6WDWHVSDWHQWVFRS\ULJKWVWUDGHDQGVHUYLFHPDUNVDQGDQ\RWKHULQWHOOHFWXDORULQWDQJLEOHSURSHUW\ULJKWVLQFRQQHFWLRQZLWKWKH3(5)250$1&(625$&7,216
2)9(1'2538568$17727+,6&2175$&76+$//%(/,$%/(723$<
$//&26762)'()(16(,1&/8',1*$77251(<6
)((67+('()(16(
6+$// %( &225',1$7(' %< 9(1'25 :,7+ 7+( 2)),&( 2) 7+(
$77251(< *(1(5$/ :+(1 7(;$6 67$7( $*(1&,(6 $5( 1$0(''()(1'$176,1$1</$:68,7$1'9(1'250$<127$*5((72$1<
6(77/(0(17 :,7+287 ),567 2%7$,1,1* 7+( &21&855(1&( )520
7+(2)),&(2)7+($77251(<*(1(5$/
E 9HQGRUVKDOOKDYHQROLDELOLW\XQGHUWKLVVHFWLRQLIWKHDOOHJHGLQIULQJHPHQWLV
FDXVHGLQZKROHRULQSDUWE\ L XVHRIWKHSURGXFWRUVHUYLFHIRUDSXUSRVHRULQD
PDQQHUIRUZKLFKWKHSURGXFWRUVHUYLFHZDVQRWGHVLJQHG LL DQ\PRGLILFDWLRQPDGH
WRWKHSURGXFWZLWKRXW9HQGRU¶VZULWWHQDSSURYDO LLL DQ\PRGLILFDWLRQVPDGHWRWKH
SURGXFW E\ WKH 9HQGRU SXUVXDQW WR &XVWRPHU¶V VSHFLILF LQVWUXFWLRQV LY DQ\
LQWHOOHFWXDO SURSHUW\ ULJKW RZQHG E\ RU OLFHQVHG WR &XVWRPHU Y &XVWRPHU¶V
FRPELQDWLRQRUXVHRIWKH:RUN3URGXFWRU6HUYLFHZLWKVRIWZDUHVHUYLFHVRUSURGXFWV
GHYHORSHGE\&XVWRPHURUWKLUGSDUWLHVRU YL DQ\XVHRIWKHSURGXFWRUVHUYLFHE\
&XVWRPHUWKDWLVQRWLQFRQIRUPLW\ZLWKWKHWHUPVRIDQ\DSSOLFDEOHOLFHQVHDJUHHPHQW
F ,I9HQGRUEHFRPHVDZDUHRIDQDFWXDORUSRWHQWLDOFODLPRU&XVWRPHUSURYLGHV
9HQGRUZLWKQRWLFHRIDQDFWXDORUSRWHQWLDOFODLP9HQGRUPD\ RULQWKHFDVHRIDQ
LQMXQFWLRQDJDLQVW&XVWRPHUVKDOO DW9HQGRU¶VVROHRSWLRQDQGH[SHQVH L SURFXUH
IRUWKH&XVWRPHUWKHULJKWWRFRQWLQXHWRXVHWKHDIIHFWHGSRUWLRQRIWKHSURGXFWRU
VHUYLFH LL PRGLI\RUUHSODFHWKHDIIHFWHGSRUWLRQRIWKHSURGXFWRUVHUYLFHZLWK
IXQFWLRQDOO\HTXLYDOHQWRUVXSHULRUSURGXFWRUVHUYLFHVRWKDW&XVWRPHU¶VXVHLVQRQ
LQIULQJLQJRU LLL UHSODFHWKH:RUN3URGXFWRU6HUYLFHVDWQRFRVWWR&XVWRPHUZLWK
QRQLQIULQJLQJ VXEVWLWXWHV SURYLGHG WKDW WKH VXEVWLWXWHV GR QRW HQWDLO D PDWHULDO
GLPLQXWLRQLQIXQFWLRQLQ&XVWRPHU¶VUHDVRQDEOHHVWLPDWLRQ
5HPDLQGHURISDJHLQWHQWLRQDOO\OHIWEODQN
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
',5&RQWUDFW1R',5762
9HQGRU&RQWUDFW1RBBBBBBBBBBBBBBBB
Department of Information Resources 3DJH RI ',5UHY
7KLV&RQWUDFWLVH[HFXWHGWREHHIIHFWLYHDVRIWKHGDWHRIODVWVLJQDWXUH
6+,*RYHUQPHQW6ROXWLRQV,QF
$XWKRUL]HG%\ 6LJQDWXUHRQ)LOH
1DPH 1DWDOLH&DVWDJQR
7LWOH 'LUHFWRURI5HVSRQVH7HDP
'DWH
7KH6WDWHRI7H[DVDFWLQJE\DQGWKURXJKWKH'HSDUWPHQWRI,QIRUPDWLRQ5HVRXUFHV
$XWKRUL]HG%\ 6LJQDWXUHRQ)LOH
1DPH +HUVKHO%HFNHU
7LWOH &KLHI3URFXUHPHQW2IILFHU
'DWH
2IILFHRI*HQHUDO&RXQVHO 'DYLG%URZQ
6LJQDWXUHRQ)LOH
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
džŚŝďŝƚϯƚŽ/ZͲd^KͲϰϬϵϮ
ůŝŐŝďůĞƵƐƚŽŵĞƌƐ džĐĞƉƚŝŽŶƐ
sĞŶĚŽƌŝƐĂƵƚŚŽƌŝnjĞĚ͕ƚŚƌŽƵŐŚƚŚĞĂƉƉůŝĐĂďůĞĂŐƌĞĞŵĞŶƚĞŶĚĚĂƚĞƐƚĂƚĞĚďĞůŽǁ͕ƚŽĐŽŶĚƵĐƚĂůůďƵƐŝŶĞƐƐ
ŶĞĐĞƐƐĂƌLJƚŽŵĞĞƚĂŐĞŶĐLJƌĞƋƵŝƌĞŵĞŶƚƐŽĨĐƵƌƌĞŶƚĂŶĚĞdžŝƐƚŝŶŐDŝĐƌŽƐŽĨƚ ŶƚĞƌƉƌŝƐĞ>ŝĐĞŶƐĞ
ŐƌĞĞŵĞŶƚƐ; ͿĨŽƌƚŚĞĨŽůůŽǁŝŶŐĂŐĞŶĐŝĞƐĂŶĚƉĞƌƚĂŝŶŝŶŐƚŽƚŚĞĂŐĞŶĐLJ͛ƐĂŐƌĞĞŵĞŶƚŶƵŵďĞƌƐůŝƐƚĞĚ
ŚĞƌĞŝŶ͘
ŐƌĞĞŵĞŶƚ
EƵŵďĞƌWƌŝŵĂƌLJƵƐƚŽŵĞƌEĂŵĞ
WƌŝŵĂƌLJWƵďůŝĐ
ƵƐƚŽŵĞƌ
EƵŵďĞƌ
WƌŽŐƌĂŵ
>ŝĐĞŶƐĞ
ŐƌĞĞŵĞŶƚ
dLJƉĞ
ŐƌĞĞŵĞŶƚ
^ƚĂƚƵƐ
ŐƌĞĞŵĞŶƚ
^ƚĂƌƚĂƚĞ
ŐƌĞĞŵĞŶƚ
ŶĚĂƚĞ
ϱϬϲϵϳϵϭ
dĞdžĂƐ,ĞĂůƚŚΘ,ƵŵĂŶ
^ĞƌǀŝĐĞƐŽŵŵŝƐƐŝŽŶŽŶ
ďĞŚĂůĨŽĨŝƚƐĞůĨĂŶĚŝƚƐ
ĂĨĨŝůŝĂƚĞƐ ϳ&&ϵϱϮ
ŶƚĞƌƉƌŝƐĞ
^ƵďƐĐƌŝƉƚŝŽŶϲ 'ŽǀĞƌŶŵĞŶƚ ĐƚŝǀĞ ϭϮͬϭͬϮϬϭϱ ϭϭͬϯϬͬϮϬϭϴ
ϲϯϲϱϯϴϱ
dĞdžĂƐ,,^ŽŵŵŝƐƐŝŽŶ
ŽŶďĞŚĂůĨŽĨŝƚƐĞůĨĂŶĚŝƚƐ
ĂĨĨŝůŝĂƚĞƐͲϱϬϲϵϳϵϭͲ,,^
dĞƐƚdĞŶĂŶƚ ϯϰϴϯϯϯ
ŶƚĞƌƉƌŝƐĞ
^ƵďƐĐƌŝƉƚŝŽŶϲ 'ŽǀĞƌŶŵĞŶƚ ĐƚŝǀĞ ϭϮͬϭͬϮϬϭϱ ϭϭͬϯϬͬϮϬϭϴ
ϰϵϰϰϱϲϵ dĞdžĂƐ>ĞŐŝƐůĂƚŝǀĞŽƵŶĐŝů ϵϲ ϰ ŶƚĞƌƉƌŝƐĞϲ 'ŽǀĞƌŶŵĞŶƚ ĐƚŝǀĞ ϭϮͬϭͬϮϬϭϱ ϭϭͬϯϬͬϮϬϭϴ
ϱϬϬϬϬϯϵ dĞdžĂƐ>ĞŐŝƐůĂƚŝǀĞŽƵŶĐŝů &ϰϰϵϯϬ ŶƚĞƌƉƌŝƐĞϲ 'ŽǀĞƌŶŵĞŶƚ ĐƚŝǀĞ ϭϮͬϭͬϮϬϭϱ ϭϭͬϯϬͬϮϬϭϴ
ϳϲϭϳϮϯϳ dĞdžĂƐDĞĚŝĐĂůŽĂƌĚ ϵϬϱ ϳ ŶƚĞƌƉƌŝƐĞϲ 'ŽǀĞƌŶŵĞŶƚ ĐƚŝǀĞ ϭͬϭͬϮϬϭϲ ϭϮͬϯϭͬϮϬϭϴ
ϱϲϳϵϰϬϵ
dĞdžĂƐKĨĨŝĐĞŽĨŽƵƌƚ
ĚŵŝŶŝƐƚƌĂƚŝŽŶ ϳϯϱϬ& ŶƚĞƌƉƌŝƐĞϲ 'ŽǀĞƌŶŵĞŶƚ ĐƚŝǀĞ ϭͬϭͬϮϬϭϲ ϭϮͬϯϭͬϮϬϭϴ
ϲϲϬϵϴϰϬ
dĞdžĂƐKĨĨŝĐĞŽĨŽƵƌƚ
ĚŵŝŶŝƐƚƌĂƚŝŽŶ Ϭϰ ϰ ŶƚĞƌƉƌŝƐĞϲ 'ŽǀĞƌŶŵĞŶƚ ĐƚŝǀĞ ϭͬϭͬϮϬϭϲ ϭϮͬϯϭͬϮϬϭϴ
ϳϲϭϬϱϵϳ
dyŽŵŵŝƐƐŝŽŶŽŶ&ŝƌĞ
WƌŽƚĞĐƚŝŽŶ ϴ&ϴϯϰϯ ŶƚĞƌƉƌŝƐĞϲ 'ŽǀĞƌŶŵĞŶƚ ĐƚŝǀĞ ϴͬϮϴͬϮϬϭϱ ϴͬϯϭͬϮϬϭϴ
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
3XEOLVKHU&DWHJRU\ 3XEOLVKHU'LVFRXQW/HYHO
IURP3XEOLVKHU
'LVFRXQW/HYHO
2IILFH3URIHVVLRQDO6WDQGDUG /HYHO'OHVV
:LQGRZV3UR'HVNWRS2SHUDWLQJ6\VWHP /HYHO'OHVV
&RUH&$/(QWHUSULVH&$/6XLWH WRLQFOXGH
VWDQGDORQHFRPSRQHQWV /HYHO'OHVV
$OORWKHURUDGGLWLRQDO($OLFHQVLQJ /HYHO'
(QWHUSULVH6XEVFULSWLRQ$JUHHPHQW /HYHO'OHVV
6HOHFW3OXV*RYHUQPHQW /HYHO'
6HOHFW3OXV$FDGHPLF /HYHO'
'HSHQGLQJRQWKH
7\SHRI6RIWZDUH/LFHQVH
QHJRWLDWHG
'HVFULSWLRQ 81,7&267 &267
7HFKQLFDO5HYLHZ/HYHO,+RXUO\
7HFKQLFDO6ROXWLRQV/HYHO,+RXUO\
7HFKQLFDO6ROXWLRQV/HYHO,,+RXUO\
3URMHFW0DQDJHPHQW +RXUO\
3/($6(127( $OOSULFHVTXRWHGWR&XVWRPHUVVKDOOLQFOXGHWKHDGPLQLVWUDWLYHIHH7KHDGPLQLVWUDWLYHIHH [
&XVWRPHU3ULFH
6+,*RYHUQPHQW6ROXWLRQV
',5762
(QWHUSULVH$JUHHPHQW FRPSULVHGRIVXEFDWHJRULHVDVOLVWHGEHORZ
7KLV&RQWUDFWFRYHUVWKHHQWLUH0LFURVRIW&DWDORJXHRI
SURGXFWVDQG5HODWHG6HUYLFHVSOXVDQ\DQGDOOJRYHUQPHQW
DQGHGXFDWLRQYROXPHOLFHQVLQJ0653VSHFLDO'LVFRXQW
SURJUDPV
6RIWZDUH5HODWHG6HUYLFHVVXFKDVLQVWDOODWLRQ&RQILJXUDWLRQWUDLQLQJHWFZLOOEHSURYLGHGXSRQUHTXHVWEDVHG
RQWKHIROORZLQJXQLWFRVW
$33(1',;&35,&,1*,1'(;
3DJHRI
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DIR Contract No. DIR-TSO-3926
Vendor Contract No. ________________
Department of Information Resources Page 1 of 5 (DIR rev 12/01/16)
STATE OF TEXAS
DEPARTMENT OF INFORMATION RESOURCES
CONTRACT FOR PRODUCTS AND RELATED SERVICES
CARAHSOFT TECHNOLOGY CORPORATION
1. Introduction
A. Parties
This Contract for Products and Related Services (“Contract”) is entered into between the
State of Texas (“State”), acting by and through the Department of Information Resources
(“DIR”) with its principal place of business at 300 West 15th Street, Suite 1300, Austin,
Texas 78701, and Carahsoft Technology Corporation (“Vendor”), with its principal place
of business at 1860 Michael Faraday Drive, Suite 100, Reston, Virginia 20190.
B. Compliance with Procurement Laws
This Contract is the result of compliance with applicable procurement laws of the State of
Texas. DIR issued a solicitation on the Comptroller of Public Accounts’ Electronic State
Business Daily, Request for Offer (RFO) DIR-SDD-TMP-398, on February 16, 2017, for
Emergency Preparedness and Disaster Recovery Information Technology (IT) Products
and Related Services. Upon execution of this Contract, a notice of award for RFO DIR-
SDD-TMP-398 shall be posted by DIR on the Electronic State Business Daily.
C. Order of Precedence
For purchase transactions under this Contract, the order of precedence shall be as follows:
this Contract; Appendix A, Standard Terms and Conditions For Products and Related
Services Contracts; Appendix B, Vendor’s Historically Underutilized Businesses
Subcontracting Plan; Appendix C, Pricing Index; Exhibit 1, Vendor’s Response to RFO
DIR-TSO-TMP-398, including all addenda; and Exhibit 2, RFO DIR-TSO-TMP-398,
including all addenda; are incorporated by reference and constitute the entire agreement
between DIR and Vendor governing purchase transactions. In the event of a conflict
between the documents listed in this paragraph related to purchases, the controlling
document shall be this Contract, then Appendix A, then Appendix B, then Appendix C,
then Exhibit 1, and finally Exhibit 2. In the event and to the extent any provisions contained
in multiple documents address the same or substantially the same subject matter but do not
actually conflict, the more recent provisions shall be deemed to have superseded earlier
provisions.
2. Term of Contract
The term of this Contract shall be two (2) year commencing on the last date of approval by
DIR and Vendor. Prior to expiration of the original term, DIR and Vendor may extend the
Contract, upon mutual agreement, for one (1) optional two-year term and one (1) optional
one-year term. Additionally, the parties by mutual agreement may extend the term for up to
Exhibit 3
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DIR Contract No. DIR-TSO-3926
Vendor Contract No. ________________
Department of Information Resources Page 2 of 5 (DIR rev 12/01/16)
ninety (90) additional calendar days.
3. Product and Service Offerings
A. Products
Products available under this Contract are limited to Emergency Preparedness and
Disaster Recovery Information Technology (IT) Products and Services as specified in
Appendix C, Pricing Index. Vendor may incorporate changes to their product offering;
however, any changes must be within the scope of products awarded based on the
posting described in Section 1.B above. Vendor may not add a manufacturer’s product
line which was not included in the Vendor’s response to the solicitation described in
Section 1.B above.
B. Services
Services available under this Contract are limited to Emergency Preparedness and
Disaster Recovery Information Technology (IT) Products and Services as specified in
Appendix C, Pricing Index. Vendor may incorporate changes to their service offering;
however, any changes must be within the scope of services awarded based on the
posting described in Section 1.B above.
4. Pricing
Pricing to the DIR Customer shall be as set forth in Appendix A, Section 8, Pricing,
Purchase Orders, Invoices and Payment, and as set forth in Appendix C, Pricing Index, and
shall include the DIR Administrative Fee.
5. DIR Administrative Fee
A) The administrative fee to be paid by the Vendor to DIR based on the dollar value of all
sales to Customers pursuant to this Contract is three-quarters of one percent (.75%).
Payment will be calculated for all sales, net of returns and credits. For example, the
administrative fee for sales totaling $100,000 shall be $750.00.
B) All prices quoted to Customers shall include the administrative fee. DIR reserves the
right to change this fee upwards or downwards during the term of this Contract, upon
written notice to Vendor without further requirement for a formal contract amendment.
Any change in the administrative fee shall be incorporated in the price to the Customer.
6. Notification
All notices under this Contract shall be sent to a party at the respective address indicated
below.
If sent to the State:
Kelly Parker, CTPM, CTCM
Director, Cooperative Contracts
Department of Information Resources
300 W. 15th St., Suite 1300
Austin, Texas 78701
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DIR Contract No. DIR-TSO-3926
Vendor Contract No. ________________
Department of Information Resources Page 3 of 5 (DIR rev 12/01/16)
Phone: (512) 475-1647
Facsimile: (512) 475-4759
Email: kelly.parker@dir.texas.gov
If sent to the Vendor:
Jack Dixon
Carahsoft Technology Corporation
1860 Michael Faraday Drive, Suite 100
Reston, Virginia 20190
Phone: (703) 230-7545
Fax: (703) 871-8505
Email: jack.dixon@carahsoft.com
7. Software License Agreements
A. Shrink/Click-wrap License Agreement
Regardless of any other provision or other license terms which may be issued by
Vendor after the effective date of this Contract, and irrespective of whether any such
provisions have been proposed prior to or after the issuance of a Purchase Order for
products licensed under this Contract, or the fact that such other agreement may be
affixed to or accompany software upon delivery (shrink-wrap), the terms and
conditions set forth in this Contract shall supersede and govern the license terms
between Customers and Vendor. It is the Customer’s responsibility to read the
Shrink/Click-wrap License Agreement and determine if the Customer accepts the
license terms as amended by this Contract. If the Customer does not agree with
the license terms, Customer shall be responsible for negotiating with the reseller
to obtain additional changes in the Shrink/Click-wrap License Agreement
language from the software publisher.
B. Conflicting or Additional Terms
In the event that conflicting or additional terms in Vendor Software License
Agreements, Shrink/Click Wrap License Agreements, Service Agreements or linked or
supplemental documents amend or diminish the rights of DIR Customers or the State,
such conflicting or additional terms shall not take precedence over the terms of this
Contract.
In the event of a conflict, any linked documents may not take precedence over the
printed or referenced documents comprising this contract; provided further that any
update to such linked documents shall only apply to purchases or leases of the
associated Vendor product or service offering after the effective date of the update;
and, provided further, that, if Vendor has responded to a solicitation or request for
pricing, no update of such linked documents on or after the initial date of Vendor’s
initial response shall apply to that purchase unless Vendor directly informs Customer
of the update before the purchase is consummated.
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DIR Contract No. DIR-TSO-3926
Vendor Contract No. ________________
Department of Information Resources Page 4 of 5 (DIR rev 12/01/16)
In the event that different or additional terms or conditions would otherwise result from
accessing a linked document, agreement to said linked document shall not be effective
until reviewed and approved in writing by Customer’s authorized signatory.
Vendor shall not [without prior written agreement from Customer’s authorized
signatory,] require any document that: 1) diminishes the rights, benefits, or protections
of the Customer, or that alters the definitions, measurements, or method for determining
any authorized rights, benefits, or protections of the Customer; or 2) imposes additional
costs, burdens, or obligations upon Customer, or that alters the definitions,
measurements, or method for determining any authorized costs, burdens, or obligations
upon Customer.
If Vendor attempts to do any of the foregoing, the prohibited documents will be void
and inapplicable to the contract between DIR and Vendor or Vendor and Customer,
and Vendor will nonetheless be obligated to perform the contract without regard to the
prohibited documents, unless Customer elects instead to terminate the contract, which
in such case may be identified as a termination for cause against Vendor.
The foregoing requirements apply to all contracts, including, but not limited to, contracts
between Customer and a reseller who attempts to pass through documents and
obligations from its Manufacturer of Publisher.
8. Authorized Exceptions to Appendix A, Standard Terms and Conditions for Product
and Related Services Contracts.
No exceptions have been agreed to by DIR and Vendor.
(Remainder of Page Intentionally Left Blank)
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DIR Contract No. DIR-TSO-3926
Vendor Contract No. ________________
Department of Information Resources Page 5 of 5 (DIR rev 12/01/16)
This Contract is executed to be effective as of the date of last signature.
CARAHSOFT TECHNOLOGY CORPORATION
Authorized By: __Signature on File_______
Name: ______Ellen Lord________________
Title: _______Contract Manager__________
Date: _______6/28/2017_________________
The State of Texas, acting by and through the Department of Information Resources
Authorized By: ____Signature on File_____
Name: _ Hershel Becker________________
Title: __Chief Procurement Officer________
Date:______6/28/2017__________________
Office of General Counsel: __DB 6/28/2017___
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Manufacturer / Brand Product Description Manufacturer's Part Number
DIR Customer
Discount % off MSRP *
F5 Networks, Inc.BIG-IP Switch F5-BIG-BT-I5800 7.00%
F5 Networks, Inc.Field Upgrade F5-UPG-QSFP+-3M-2+15.00%
F5 Networks, Inc.All Other F5 Networks Hardware 7.00%
FireEye Semi-Rugged Laptops VCM-24VD 35.00%
FireEye Resource Management Software RMS-123 40.00%
FireEye Appliance 4402HX-HW 5.00%
FireEye All Other FireEye Hardware 5.00%
Gigamon GigaVUE-HC1 node, 12 1G/10G cages, 4 10/100/1000M Copper, fan tray, 2 power supplies,
AC power
GVS-HC101 5.00%
Gigamon 10GigaTAP-4SR for GigaVUE-2404 850nm Multimode tap blade with 4 taps TAP-232 5.00%
Gigamon 10GigaTAP-4LR for GigaVUE-2404 1310nm Singlemode tap blade with 4 taps TAP-233 5.00%
Gigamon
GigaVUE-HB1-0416 branch node 4 10G cages 8
1G cages 8 1G copper 2 Fan Trays Single AC power GVS-HB101-0416 5.00%
Gigamon GigaVUE-HC2 base unit w/ chassis Control Card 1 Fan Tray CLI 2 power supplies AC power GVS-HC201 5.00%
Gigamon All Other Gigamon Hardware 5.00%
Gridless Power Corporation Gridless CORE - Portable, intelligent 1kWh battery system GC001 2.00%
Gridless Power Corporation Cellular Communications - Add a cellular
communications package to a Gridless CORE AD001 2.00%
Gridless Power Corporation SOURCE 1000AC - AC charger for the Gridless CORE: 1 hour charge time GA001 2.00%
Gridless Power Corporation SOURCE 250AC - AC charger for the Gridless CORE: 4 hour charge time GA004 2.00%
Gridless Power Corporation DC Output - Add a DC output port to a Gridless
CORE AD002 2.00%
Gridless Power Corporation SOURCE 250AUTO - Battery clamp charge cable; charge a Gridless CORE from a vehicle GA005 2.00%
Gridless Power Corporation SOURCE 200S - Foldable, lightweight solar panel
for the Gridless CORE GA007 2.00%
Gridless Power Corporation 1-Year Warranty Extension - Extends the standard Gridless CORE Warranty from 2 years to 3 years
SU001 2.00%
Gridless Power Corporation Gridless CORE RM - Rack mounted 2kWh battery system GC002 2.00%
Gridless Power Corporation Gridless CORE WH - Larger, wheeled version of
the Gridless CORE GC003 2.00%
Gridless Power Corporation All Other Gridless Hardware 2.00%
Nimble Storage Base Array C1H 7.50%
Nimble Storage All Other Nimble Hardware 7.50%
Proofpoint Archiving Appliance PP-A670 13.00%Proofpoint Messaging Appliance PP-P370 13.00%
Proofpoint All Other Proofpoint Hardware 13.00%
Veritas Netbackup Appliance 17398-M4323 15.64%
Veritas Clearwell Appliance 21218437-M3 15.64%
Veritas All Other Veritas Hardware 15.64%
Acquia All 5.00%
Akamai All 26.00%
Alfresco Alfresco Workdesk - Departmental Base
Subscription (100 users)AWD-DEP-BASE-100 7.29%
Alfresco Alfresco Workdesk - Additional User (Departmental)AWD-DEP-USER 7.31%
Alfresco Alfresco Workdesk - Enterprise Base Subscription (500 users)AWD-ENT-BASE-500 7.31%
Alfresco Alfresco Workdesk - Additional User (Enterprise)AWD-ENT-WRKDSK-USER 7.30%
Hardware
Software
Appendix C Pricing Index
DIR-TSO-3926 Amendment 4
Carahsoft Technology Corporation
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Alfresco Alfresco Mobile Workdesk - Departmental Base
Subscription (100 users)AWD-MOB-DEP-BASE-100 4.24%
Alfresco All Other Alfresco Software 5.00%
Anaplan, Inc.All 1.00%
BlackBag Technologies All 4.00%
Blackberry All 4.00%
Box Inc. All 18.39%
CompassCom All 4.28%
DataLocker All 8.00%
Druva All 1.00%
F5 Networks, Inc.All 7.00%
FireEye All 2.00%
Gigamon All 5.00%
HyTrust All 6.00%
ikeGPS All 4.28%
Liferay All 3.00%
Nimble Storage All 7.50%
Nintex (Drawloop)Salesforce AppExchange App FedRamp Gov User Minimum 50 Annual Per Seat DDG-G 4.28%
Nintex (Drawloop)Salesforce AppExchange App Standard User Minimum 1 Annual Per Seat DDG-S 4.28%
Nintex (Drawloop)Salesforce AppExchange App Enterprise User Minimum 5 Annual Per Seat DDG-E 4.28%
OpenGov All 5.00%
Proofpoint All 13.00%
Qualtrics, LLC All 1.74%
Red Hat Inc.Red Hat Enterprise Linux for Virtual Datacenters, Premium RH00001 20.48%
Red Hat Inc.Red Hat Enterprise Linux for Virtual Datacenters, Standard RH00002 20.48%
Red Hat Inc.Red Hat JBoss Enterprise Application Platform,
16-Core Premium MW0153748 20.48%
Red Hat Inc.Red Hat JBoss Enterprise Application Platform, 16-Core Standard MW0196814 20.48%
Red Hat Inc.Red Hat CloudForms, Premium (Managed Nodes:
Physical (2 sockets) or Virtual (16), public cloud)MCT2838 16.00%
Red Hat Inc.Red Hat CloudForms, Standard (Managed Nodes: Physical (2 sockets) or Virtual (16), public cloud)MCT2841 16.00%
Red Hat Inc.Red Hat Enterprise Linux with Smart Virtualization, Premium (2-sockets)MCT2927 20.48%
Red Hat Inc.Red Hat Enterprise Linux with Smart
Virtualization, Standard (2-sockets)MCT2930 20.48%
Red Hat Inc.Red Hat Satellite Capsule Server MCT0369 20.48%
Red Hat Inc.Red Hat Satellite Capsule Server (Capsule Server only, RHEL not included) MCT3262 20.48%
Red Hat Inc.Red Hat Gluster Storage, Premium (1 Node) RS0112235 20.48%
Red Hat Inc.Red Hat Gluster Storage, Premium (2 Nodes + 1
Node for quorum setup)RS0143423 20.48%
Red Hat Inc.Red Hat Ceph Storage, Premium (Up to 256TB on a maximum of 12 Physical Nodes)RS00036 16.00%
Red Hat Inc.Red Hat Ceph Storage, Premium (Up to 512TB on a maximum of 25 Physical Nodes)RS00037 16.00%
Red Hat Inc.Red Hat Mobile Application Platform, B2E,
Unlimited Apps, Premium Support, 200 Users MCT3363 16.00%
Red Hat Inc.Red Hat Mobile Application Platform, B2E, Unlimited Apps, Standard Support, 200 Users MCT3354 16.00%
Red Hat Inc.Ansible Tower by Red Hat, Self-Support (100 Managed Nodes)MCT3296 1.00%
Red Hat Inc.Ansible Tower by Red Hat, Self-Support (250
Managed Nodes)MCT3297 1.00%
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Red Hat Inc.JBoss Technical Account Management Services MCT1350 1.00%
Red Hat Inc.Red Hat Enterprise Linux Platform Software 20.48%
Red Hat Inc.Red Hat Enterprise Linux Middleware Software 20.48%
Red Hat Inc.Red Hat Cloud Solutions 16.00%
Red Hat Inc.Red Hat Enterprise Virtualization Software 20.48%
Red Hat Inc.Red Hat Network Satellite and Related Network software 20.48%
Red Hat Inc.Red Hat Gluster Storage Software 20.48%Red Hat Inc.Red Hat CEPH Storage Software 16.00%Red Hat Inc.Red Hat Mobile Application Platform Software 16.00%Red Hat Inc.Red Hat Ansible Software 1.00%
Red Hat Inc.Red Hat Technical Account Managers 1.00%
RSA All 20.00%
ServiceNow ServiceNow Service Management Suite v2: PROD01275 4.50%
ServiceNow Service Management Suite v2 With Performance Analytics:PROD02140 4.50%
ServiceNow ServiceNow Service Management Suite v2 With
Platform Runtime:PROD01277 4.50%
ServiceNow ServiceNow Standard Package - for the first 1,000 connected devices PROD02213 5.00%
ServiceNow ServiceNow Additional connected devices between 1,001 and 4,999 PROD02214 15.00%
ServiceNow ServiceNow Advanced Package - includes use
rights for the first 1,000 connected devices PROD02218 5.00%
ServiceNow ServiceNow Additional connected devices between 1,001 and 4,999 PROD02219 15.00%
ServiceNow All Other ServiceNow Software 4.50%
Splunk All 1.50%
Valamis (Arcusys)
Valamis Learning Experience Platform (Production server) with server based pricing. 1 Server - 1 Year. Includes subscription with updates and patches, and 9 to 5 EST email support on business days. Requires a separate matching Liferay EE subscription. Th VAL-PROD-1YR-1SRV-DXP
3.00%
Valamis (Arcusys)
Valamis Learning Experience Platform (Backup server) with server based pricing. 1 Server - 1 Year. Includes
subscription with updates and patches, and 9 to 5 EST
email support on business days. Requires a separate
matching Liferay EE subscription. This v VAL-BKUP-1YR-1SRV-DXP
3.00%
Valamis (Arcusys)
Valamis Learning Experience Platform (Non-Production server) with server based pricing. 1 Server - 1 Year. Includes subscription with updates and patches, and 9 to 5 EST email support on business days. Requires a separate matching Liferay EE subscription VAL-NPROD-1YR-1SRV-DXP
3.00%
Valamis (Arcusys)
Valamis Learning Experience Platform (Production server) with server based pricing. 1 Server - 1 Year. Includes subscription with updates and patches, and 9 to 5 EST email support on business days. Requires a
separate matching Liferay EE subscription. T VAL-PROD-1YR-1SRV-LR62
3.00%
Valamis (Arcusys)
Valamis Learning Experience Platform (Backup server)
with server based pricing. 1 Server - 1 Year. Includes
subscription with updates and patches, and 9 to 5 EST email support on business days. Requires a separate matching Liferay EE subscription. This VAL-BKUP-1YR-1SRV-LR62
3.00%
Valamis (Arcusys)
Valamis Learning Experience Platform (Non-Production server) with server based pricing. 1 Server - 1 Year. Includes subscription with updates and patches, and 9 to 5 EST email support on business days. Requires a separate matching Liferay EE subscription VAL-NPROD-1YR-1SRV-LR62
3.00%
Valamis (Arcusys)
Valamis Learning Experience Platform with a user based
pricing. 1 user/1 month. Includes Valamis subscription
with updates and patches, basic configuration and 9 to 5
EST email support on business days. Requires (a)
Liferay EE subscription(s). Supports L VAL-SRVC-1USR-LVL1
3.00%
Valamis (Arcusys)
Valamis Learning Experience Platform with a user based pricing. 1 user/1 month. Includes Valamis subscription with updates and patches, basic configuration and 9 to 5 EST email support on business days. Requires (a) Liferay EE subscription(s). Supports L VAL-SRVC-1USR-LVL2
3.00%
Valamis (Arcusys)
Valamis Learning Experience Platform with a user based
pricing. 1 user/1 month. Includes Valamis subscription
with updates and patches, basic configuration and 9 to 5
EST email support on business days. Requires (a)
Liferay EE subscription(s). Supports L VAL-SRVC-1USR-LVL3
3.00%
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Valamis (Arcusys)
Valamis Learning Experience Platform with a user based
pricing. 1 user/1 month. Includes Valamis subscription with updates and patches, basic configuration and 9 to 5 EST email support on business days. Requires (a) Liferay EE subscription(s). Supports L VAL-SRVC-1USR-LVL4
3.00%
Valamis (Arcusys)
Valamis Learning Experience Platform with a user based pricing. 1 user/1 month. Includes Valamis subscription with updates and patches, basic configuration and 9 to 5 EST email support on business days. Requires (a) Liferay EE subscription(s). Supports L VAL-SRVC-1USR-LVL5
3.00%
Valamis (Arcusys)
Valamis Learning Experience Platform with a user based
pricing. 1 user/1 month. Includes Valamis subscription with updates and patches, basic configuration and 9 to 5 EST email support on business days. Requires (a) Liferay EE subscription(s). Supports L VAL-SRVC-1USR-LVL6
3.00%
Valamis (Arcusys)
Valamis Learning Experience Platform with a user based pricing. 1 user/1 month. Includes Valamis subscription with updates and patches, basic configuration and 9 to 5 EST email support on business days. Requires (a) Liferay EE subscription(s). Supports L VAL-SRVC-1USR-LVL7
3.00%
Valamis (Arcusys)
Valamis Learning Experience Platform with a user based
pricing. 1 user/1 month. Includes Valamis subscription
with updates and patches, basic configuration and 9 to 5 EST email support on business days. Requires (a) Liferay EE subscription(s). Supports L VAL-SRVC-1USR-LVL8
Valamis (Arcusys)
Valamis Learning Experience Platform with a user based pricing. 1 user/1 month. Includes Valamis subscription with updates and patches, basic configuration and 9 to 5 EST email support on business days. Requires (a) Liferay EE subscription(s). Supports L VAL-SRVC-1USR-LVL9
3.00%
Valamis (Arcusys)
Valamis Learning Experience Platform with a user based
pricing. 1 user/1 month. Includes Valamis subscription
with updates and patches, basic configuration and 9 to 5 EST email support on business days. Requires (a) Liferay EE subscription(s). Supports L VAL-SRVC-1USR-LVL10
3.00%
Valamis (Arcusys)
Valamis Learning Experience Platform with a user based pricing. 1 user/1 month. Includes Valamis subscription with updates and patches, basic configuration and 9 to 5 EST email support on business days. Requires (a) Liferay EE subscription(s). Supports L VAL-SRVC-1USR-LVL11
3.00%
Valamis (Arcusys)
Valamis Learning Experience Platform with a user based
pricing. 1 user/1 month. Includes Valamis subscription
with updates and patches, basic configuration and 9 to 5
EST email support on business days. Requires (a) Liferay EE subscription(s). Supports L VAL-SRVC-1USR-LVL12
3.00%
Valamis (Arcusys)
Valamis Learning Experience Platform with a user based pricing. 1 user/1 month. Includes Valamis subscription with updates and patches, basic configuration and 9 to 5 EST email support on business days. Requires (a) Liferay EE subscription(s). Supports L VAL-SRVC-1USR-LVL13
3.00%
Veritas Clearwell Base Software 12970-M3 16.39%
Veritas Backup Exec Software 13670-M2954 11.43%
Veritas Netbackup Base Software 10915-M0374 16.39%
Veritas Veritas New License 16.39%
Veritas Veritas Cloud Solutions 11.43%
Veritas All Other Veritas Software 16.39%
VMware Site Recovery Manager VC-SRM6-25S-C 3.50%
VMware vCloud Air HSD-A1ACR-12PT0-C1S 3.50%
VMware NSX Enterprise NX-ENT-C 3.50%
VMware vSphere Standard – Academic VS6-STD-A 43.50%
VMware vSphere Enterprise Plus VS6-EPL-C 3.50%
VMware vCenter Standard VCS6-STD-C 3.50%
VMware All Vmware Academic Software 43.50%
VMware All VMware Government Software 3.50%
Manufacturer's Part Number
DIR Customer
Discount % off MSRP *
RA-STAND 4.24%
RA-PREM 4.24%
4.24%
4.24%
4.24%
Acquia Maintenance
Acquia Training
Remote Administration StandardRemote Administration PremiumAcquia Installation
Acquia
Related Services
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
5.00%5.00%5.00%
CONS-GEN-10 9.32%
CONS-GEN-15 9.32%
CONS-GEN-20 9.32%
CONS-GEN-25 9.32%
CONS-GEN-5 9.32%9.32%9.32%
9.32%
PS-SOC 1.00%
PS-CD 1.00%
PS-BP 1.00%
PS-SIM 1.00%PS-FEC 1.00%PS-CLT 1.00%9.32%9.32%
9.32%
3.00%
3.00%
3.00%
SRV-00015-145 3.25%
SRV-00015-320 3.25%
SRV-00015-142 3.25%
3.00%
3.00%3.00%
5.00%
5.00%
5.00%
CSC500-LDE-SERV-SWMAINT 4.28%
CSC500-LDE-VL-SWMAINT 4.28%
CSC500-CTRAC-4-SWMAINT 4.28%
CSC500-CTRAC-6-SWMAINT 4.28%
CSC500-CTRACKR-P-SWMAINT 4.28%
4.28%
4.28%
4.28%
EMS-1 4.28%
EMS-1R 4.28%
EMS-2 4.28%
EMS-2R 4.28%
EMS-3 4.28%
4.28%
4.28%4.28%
4.28%
4.28%
4.28%
General Consulting - 5 Days
Customer Launchpad Training (Professional Services)
Special Ops Consultant (Professional Services) in hourly rates
Client Director (Professional Services) in hourly rates.
Blackberry Installation
Blackberry Maintenance
Blackberry Training
Perpetual Support Renewal - Silver - Premium
WatchDox by BlackBerry Professional Services - Software Installation of
AppliancePerpetual Support New - BBOS - Premium
Anaplan Maintenance
Anaplan Training
Datalocker Training
CompassLDE AVL and Mobile Resource Management Server Software Software
Maintenance starting in year 2. Pricing based on 20% of initial software purchase
CompassLDE Per Device (Vehicle/Laptop) Software Maintenance starting in year
2. Pricing based on 20% of initial software purchase price (Fee Per Device)
CompassTrac 4 Viewing LicenseSoftware Maintenance starting in year 2. Pricing
based on 20% of initial software purchase price
CompassTrac 6 Viewing License Software Maintenance starting in year 2. Pricing
based on 20% of initial software purchase price
CompassTracker Per Device Software Maintenance starting in year 2. Pricing
based on 20% of initial software purchase price (per device phone/tablet license)
IronKey EMS Cloud (per device) - 1 Year of Management Service for an IronKey
Enterprise USB flash drive, and IronKey Enterprise H300 hard drive.
CompassCom Installation
CompassCom Maintenance
General Consulting - 20 Days
General Consulting - 25 Days
Blackbag Technologies
Blackberry
Box Training
Akamai Maintenance
Akamai Training
Alfresco Installation
Alfresco Maintenance
Alfresco Training
Anaplan Installation
General Consulting - 10 DaysGeneral Consulting - 15 Days
CompassCom Training
Business Partner (Professional Services) in hourly rates.Solution Implementation (Professional Services) in hourly rates.
Field Enablement Consultant (Professional Services) in hourly rates.
Blackbag InstallationBlackbag Maintenance
Blackbag Training
Alfresco
Akamai
Akamai Installation
Box Installation
Box Maintenance
Druva MaintenanceDruva Training
RENEWAL: IronKey EMS Cloud (per device) - 1 Year of Management Service for an IronKey Enterprise USB flash drive, and IronKey Enterprise H300 hard drive.
Datalocker Installation
Datalocker Maintenance
Druva Installation
IronKey EMS Cloud (per device) - 2 Years of Management Service for an IronKey
Enterprise USB flash drive, and IronKey Enterprise H300 hard drive.
RENEWAL: IronKey EMS Cloud (per device) - 2 Years of Management Service for an IronKey Enterprise USB flash drive, and IronKey Enterprise H300 hard drive.IronKey EMS Cloud (per device) - 3 Years of Management Service for an IronKey
Enterprise USB flash drive, and IronKey Enterprise H300 hard drive.
Datalocker
Druva
Anaplan
Box Inc.
CompassCom
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
F5-CST-S 3.00%F5-SVC-BIG-PRE-HW53 7.00%F5-SVC-BIG-PRE-HW198 7.00%F5-TRG-BIG-AFM-CFG 12.00%F5-TRG-BIG-EGW-APM 12.00%
3.00%
5.00%7.00%
CS-OS-T 2.00%
CS-HX-JS-B 2.00%CS-SPA 2.00%
CS-DI-JS-ADV 2.00%
CS-PX-JSB 2.00%
2.00%
2.00%
2.00%
GVS-HC101-SM 5.00%
TAP-232-SM 5.00%
TAP-233-SM 5.00%
GVS-HB101-0416-SM 5.00%
GVS-HC201-SM 5.00%
5.00%
5.00%
5.00%
1.26%1.26%1.26%
HYT-PSO-1D 5.65%
5.65%
5.65%
5.65%
922-00300-3 4.28%
922-00300-5 4.28%
960-00922-W1 4.28%
960-00922-W2 4.28%
940-02000 4.28%
4.28%
4.28%
4.28%
3.00%
3.00%
3.00%
AF1000-4ON-1YR 7.50%
AF1000-2F-11T-1-4ON-1YR 7.50%
AF1000-2F-17T-2-4ON-1YR 7.50%AF1000-2F-23T-1-4ON-1YR 7.50%AF1000-2F-29T-2-4ON-1YR 7.50%
7.50%
7.50%
7.50%
5.00%
5.00%5.00%
13.00%
13.00%
13.00%
OpenGov Training
1 YR 4HR ONSITE Support for AF1000-2F-29T-2
1 YR 4HR ONSITE Support for AF1000-2F-11T-1
1 YR 4HR ONSITE Support for AF1000-2F-17T-2
1 YR 4HR ONSITE Support for AF1000
Nimble Training
ProofPoint Installation
ProofPoint MaintenanceProofPoint Training
OpenGov Installation
OpenGov Maintenance
Nimble Installation
Nimble Maintenance
HyTrust Training
2 yr. Hardware Warranty and Software Maintenance: 2 year extension to standard
Hardware Warranty and Software Maintenance
Spike: Laser-based smartphone solution with standard measuring tools, software,
accessories.
IkeGPS Installation
MapSight 3: Device with standard measuring tools, desktop software, accessories.
MapSight 5: Device with standard measuring tools, TrueSize photo license,
desktop software, integration to GE FieldSmart, ikeAnnotate PLS (if required),
1 yr. Hardware Warranty and Software Maintenance: 1 year extension to standard
Hardware Warranty and Software Maintenance
IkeGPS
12 Months Standard Support and Software Maintenance for GigaVUE-HC2 base unit w/ chassis Control Card 1 Fan Tray CLI 2 power supplies AC power
IkeGPS Maintenance
Professional Services- per day- excludes T&E
FireEye Installation
FireEye Maintenance
FireEye Training
Gigamon Installation
Liferay Training
Liferay Installation
Liferay Maintenance
BIG-IP Service: Premium CAT HW53
BIG-IP Service: Premium CAT HW198
BIG-IP Training: Configuring AFM ATC (2 Day)
BIG-IP Training: Edge Gateway and Access Policy Manager (3 Days)
12 Months Standard Support and Software Maintenance for GigaVUE-HC1 node,
12 1G/10G cages, 4 10/100/1000M Copper, fan tray, 2 power supplies, AC power12 Months Standard Support and Software Maintenance for 10GigaTAP-4SR for GigaVUE-2404 850nm Multimode tap blade with 4 taps12 Months Standard Support and Software Maintenance for 10GigaTAP-4LR for
GigaVUE-2404 1310nm Singlemode tap blade with 4 taps12 Months Standard Support and Software Maintenance for GigaVUE-HB1-0416 branch node 4 10G cages 8 1G cages 8 1G copper 2 Fan Trays Single AC power
IkeGPS Training
Gigamon MaintenanceGigamon Training
HyTrust Installation
HyTrust Maintenance
Gridless Power Training
Gridless Power Maintenance
Gridless Power Installation
PX Basic jumpstart, install of up to 3 appliances,knowledge trasfer, fixed price
5 days of service including travel expenses
1 YR 4HR ONSITE Support for AF1000-2F-23T-1
HX basic jumpstart 3 days of service - instal and knowledge transfer
Security Program Assesment, fixed price, 6 weeks
Up to 5 days, install of multiple different types of appliances, fixed price, travel included
F5 Installation
F5 Training
F5 Maintenance
Consulting: Standard Hourly (M-F 8AM-6PM)
Liferay
Nimble Storage
OpenGov
ProofPoint
F5 Networks
FireEye
Gigamon
Gridless Power
HyTrust
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
1.00%1.00%1.00%
1.00%
1.00%
1.00%
GRC-PCI-P-T1-E 11.00%GRC-PCI-P-T2-E 11.00%GRC-PCI-P-T3-E 11.00%
8.00%
10.00%
11.00%
10.00%
SNCLEARNCREDIT 1.50%
PROD00100 1.50%
SVCTSOWTAILIMP 1.50%
SNTRAININGTAIL 1.50%
1.50%
1.50%
1.50%
AS-DED-SAA 1.50%
PS-UPGRD-LRG-US 1.50%
EDU-DEPL-1 1.50%
PS-CLDMIG-LRG 1.50%
1.50%
1.50%
1.50%
18390-M0010 4.50%4.50%4.50%
4.50%
4.50%
3.50%
3.50%
3.50%
Installation, Training, and Other Technical Services 10.00%
Order Total Products Original DIscount Additional
Discount Total Discount
$100,000 All Gridless Power Products 1.26%2.00%3.26%
$250,000 All Gridless Power Products 1.26%4.00%5.26%
$500,000 All Gridless Power Products 1.26%6.00%7.26%
$1,000,000 All Gridless Power Products 1.26%8.00%9.26%
$1,000,000 All ServiceNow Software 4.50%5.00%9.50%
$500,000 All ServiceNow Installation 1.50%5.00%6.50%
$5,000 VMware TPP Eligible Products 3.50%5.00%8.50%$60,000 VMware TPP Eligible Products 3.50%7.00%10.50%$100,000 VMware TPP Eligible Products 3.50%10.00%13.50%
$175,000 VMware TPP Eligible Products 3.50%13.00%16.50%
$100,000 All F5 Hardware/Software Products 7.00%2.00%9.00%
$250,000 All F5 Hardware/Software Products 7.00%4.00%11.00%
$500,000 All F5 Hardware/Software Products 7.00%6.00%13.00%
$100,000 Veritas New Hardware 15.64%2.00%17.64%
$100,000 Veritas New License 16.39%2.00%18.39%$100,000 Veritas Cloud Solutions 11.43%2.00%13.43%$250,000 Veritas New Hardware 15.64%4.00%19.64%$250,000 Veritas New License 16.39%4.00%20.39%
$250,000 Veritas Cloud Solutions 11.43%4.00%15.43%
$1,000,000 Veritas New Hardware 15.64%6.00%21.64%
$1,000,000 Veritas New License 16.39%6.00%22.39%
$1,000,000 Veritas Cloud Solutions 11.43%6.00%17.43%
ServiceNow MaintenanceServiceNow Training
PCI Management Perp Enh Maint $/100
RSA PCI Management Maintenance
Qualtrics Training
Qualtrics Installation
ServiceNow Installation
PCI Management Perp Enh Maint $/emp
PCI Management Perp Enh Maint $/100
Red Hat InstallationRed Hat Maintenance
Qualtrics Maintenance
ServiceNow® Learning Credit
ServiceNow® System Administration Training (3 days) - Public (per attendee) with
Certification VoucherServiceNow® Implementation - Tailored - T&MServiceNow® Training - Tailored - T&M
Red Hat Training
RSA Installation
RSA All Other MaintenanceRSA Training
Splunk Advisory Services - Dedicated Advisory Architect
Splunk Professional Services, Upgrade - LargeArchitecting and Deploying Splunk V6, 1 studentSplunk Professional Services - Cloud Data Migration Service - Up to 1,000TB
BCS Veritas Services
VMware Installation
VMware Maintenance
VMware Training
Splunk Training
Veritas InstallationVeritas Maintenance
VeritasTraining
All Veritas Maintenance Renewals
Veritas
Vmware
Technical Services
Splunk MaintenanceSplunk Installation
Volume Discount
Qualtrics
Red Hat
RSA
ServiceNow
Splunk
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Amendment 1
Contract DIR‐TSO‐3926
rev. 10/2017 Page 1
Amendment Number 1
to
Contract Number DIR‐TSO‐3926
between
State of Texas, acting by and through the Department of Information Resources
and
Carahsoft Technology Corporation
This Amendment Number 1 to Contract Number DIR‐TSO‐3926 (“Contract”) is between the
Department of Information Resources (“DIR”) and Carahsoft Technology Corporation (“Vendor”).
DIR and Vendor agree to modify the terms and conditions of the Contract as follows:
1. Contract, Section 2. Term of Contract is hereby amended as follows:
DIR and Vendor hereby agree to extend the term of the Contract for two (2) years through
June 28, 2021, or until terminated pursuant to the termination clauses contained in the
Contract. The contract will renew automatically in one‐year increments for one (1)
additional year under the same terms and conditions unless either party provides notice to
the other party 60 days in advance of the renewal date stating that the party wishes to
discuss modification of terms or not renew. Additionally, the parties by mutual agreement
may extend the term for up to ninety (90) additional calendar days.
1. Appendix A, Standard Terms and Conditions for Products and Related Services Contracts
is hereby replaced in its entirety with Appendix A, Standard Terms and Conditions (per
Amendment 1) as attached.
All other terms and conditions of the Contract, not expressly amended herein, shall remain in
full force and effect. In the event of conflict among the provisions, the order of precedence
shall be Amendment Number 1 and then the Contract DIR‐TSO‐3926.
(Remainder of Page Intentionally Left Blank)
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Amendment 1
Contract DIR‐TSO‐3926
rev. 10/2017 Page 2
IN WITNESS WHEREOF, the parties hereby execute this amendment to be effective as of the date
of the last signature, but in all events, no later than June 28, 2019.
Carahsoft Technology Corporation
Authorized By: Signature on File
Name: Kristina Smith
Title: Contract Manager
Date: 7/17/2019
The State of Texas, acting by and through the Department of Information Resources
Authorized By: Signature on File
Name: Hershel Becker
Title: Chief Procurement Officer
Date: 7/18/2019
Office of General Counsel: M.H. 7/18/2019
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Amendment 2
Contract DIR-TSO-3926
rev. 10/2017 Page 1
Amendment Number 2
to
Contract Number DIR-TSO-3926
between
State of Texas, acting by and through the Department of Information Resources
and
Carahsoft Technology Corporation
This Amendment Number 2 to Contract Number DIR-TSO-3926 (“Contract”) is between the
Department of Information Resources (“DIR”) and Carahsoft Technology Corporation (“Vendor”).
DIR and Contractor agree to modify the terms and conditions of the Contract as follows:
1. Appendix C, Pricing Index, is hereby restated in its entirety and replaced with Appendix C,
Pricing Index (per Amendment 2), as attached.
All other terms and conditions of the Contract not specifically modified herein shall remain in full
force and effect. In the event of a conflict among provisions, the order of precedence shall be this
Amendment Number 2, and then Amendment Number 1, and then the Contract.
(Remainder of page intentionally left blank)
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Amendment 2
Contract DIR-TSO-3926
rev. 10/2017 Page 2
IN WITNESS WHEREOF, the parties hereby execute this amendment to be effective as of the date
of the last signature.
Carahsoft Technology Corporation
Authorized By: Signature on File
Name: Kai Hollenhorst
Title: Contracts Specialist
Date: 9/3/2019
The State of Texas, acting by and through the Department of Information Resources
Authorized By: Signature on File
Name: Hershel Becker
Title: Chief Procurement Officer
Date: 9/5/2019
Office of General Counsel: MH 9/5/2019
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Amendment 3
Contract DIR-TSO-3926
rev. 05/2020 Page 1
Amendment Number 3
to
Contract Number DIR-TSO-3926
between
State of Texas, acting by and through the Department of Information Resources
and
Carahsoft Technology Corporation
This Amendment Number 3 to Contract Number DIR-TSO-3926 (“Contract”) is between the
Department of Information Resources (“DIR”) and Carahsoft Technology Corporation
(“Vendor”). DIR and Vendor agree to modify the terms and conditions of the Contract as
follows:
1.Introduction, Section C. Order of Precedence, is hereby updated and restated as
follows:
C. Order of Precedence
For purchase transactions under this Contract, the order of precedence shall be as
follows: this Contract; Appendix A, Standard Terms and Conditions For Products
and Related Services Contracts; Appendix B, Vendor’s Historically Underutilized
Businesses Subcontracting Plan; Appendix C, Pricing Index; Appendix D,
Proofpoint General Terms and Conditions; Appendix E, Proofpoint Security
Products Exhibit; Exhibit 1, Vendor’s Response to RFO DIR-TSO-TMP-398,
including all addenda; and Exhibit 2, RFO DIR-TSO-TMP-398, including all
addenda; are incorporated by reference and constitute the entire agreement between
DIR and Vendor governing purchase transactions. In the event of a conflict between
the documents listed in this paragraph related to purchases, the controlling document
shall be this Contract, then Appendix A, then Appendix B, then Appendix C, then
Appendix D, then Appendix E, then Exhibit 1, and finally Exhibit 2. In the event and
to the extent any provisions contained in multiple documents address the same or
substantially the same subject matter but do not actually conflict, the more recent
provisions shall be deemed to have superseded earlier provisions.
2.Contract, Section 6. Notification is hereby updated and restated as follows:
6. Notification
All notices under this Contract shall be sent to a party at the respective address
indicated below.
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Amendment 3
Contract DIR-TSO-3926
rev. 05/2020 Page 2
If sent to the State:
Hershel Becker or Successor in Office
Department of Information Resources
300 W. 15th St., Suite 1300
Austin, Texas 78701
Phone: (512) 475-4700
If sent to the Vendor:
Kia Hollenhorst
Carahsoft Technology Corporation
11493 Sunset Hills Rd, Ste 100
Reston, VA 20190
Phone: (703) 871-8501
Email: kai.hollenhorst@carahsoft.com
3.Contract, Section 7. Software License Agreements, are hereby renamed Section 7.
Software License Agreements and Service Agreements and updated and restated
as follows:
7. Software License Agreements and Service Agreements
A.Shrink/Click-wrap License Agreement
Regardless of any other provision or other license terms which may be issued by
Vendor after the effective date of this Contract, and irrespective of whether any
such provisions have been proposed prior to or after the issuance of a Purchase
Order for products licensed under this Contract, or the fact that such other
agreement may be affixed to or accompany software upon delivery (shrink-
wrap), the terms and conditions set forth in this Contract shall supersede and
govern the license terms between Customers and Vendor. It is the Customer’s
responsibility to read the Shrink/Click-wrap License Agreement and determine
if the Customer accepts the license terms as amended by this Contract. If the
Customer does not agree with the license terms, Customer shall be responsible
for negotiating with the reseller to obtain additional changes in the Shrink/Click-
wrap License Agreement language from the software publisher.
B.Conflicting or Additional Terms
In the event that conflicting or additional terms in Vendor Software License
Agreements, Shrink/Click Wrap License Agreements, Service Agreements or
linked or supplemental documents amend or diminish the rights of DIR
Customers or the State, such conflicting or additional terms shall not take
precedence over the terms of this Contract. In the event of a conflict, any linked
documents may not take precedence over the printed or referenced documents
comprising this contract; provided further that any update to such linked
documents shall only apply to purchases or leases of the associated Vendor
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Amendment 3
Contract DIR-TSO-3926
rev. 05/2020 Page 3
product or service offering after the effective date of the update; and, provided
further, that, if Vendor has responded to a solicitation or request for pricing, no
update of such linked documents on or after the initial date of Vendor’s initial
response shall apply to that purchase unless Vendor directly informs Customer
of the update before the purchase is consummated.
In the event that different or additional terms or conditions would otherwise result
from accessing a linked document, agreement to said linked document shall not
be effective until reviewed and approved in writing by Customer’s authorized
signatory. Vendor shall not [without prior written agreement from Customer’s
authorized signatory,] require any document that: 1) diminishes the rights,
benefits, or protections of the Customer, or that alters the definitions,
measurements, or method for determining any authorized rights, benefits, or
protections of the Customer; or 2) imposes additional costs, burdens, or
obligations upon Customer, or that alters the definitions, measurements, or
method for determining any authorized costs, burdens, or obligations upon
Customer. If Vendor attempts to do any of the foregoing, the prohibited
documents will be void and inapplicable to the contract between DIR and Vendor
or Vendor and Customer, and Vendor will nonetheless be obligated to perform
the contract without regard to the prohibited documents, unless Customer elects
instead to terminate the contract, which in such case may be identified as a
termination for cause against Vendor. The foregoing requirements apply to all
contracts, including, but not limited to, contracts between Customer and a reseller
who attempts to pass through documents and obligations from its Manufacturer
of Publisher.
C.Services Agreements
Services provided under this Contract for Proofpoint shall be in accordance with
the Services Agreement as set forth in Appendix D Proofpoint General Terms
and Conditions and Appendix E Proofpoint Security Products Exhibit of this
Contract. No changes to the Services Agreement terms and conditions may be
made unless previously agreed to by Vendor and DIR.
4.Appendix A. Standard Terms and Conditions for Product and Related
Services Contracts dated 9/29/2017, is here by restated in its entirety and
replaced with the attached Appendix A. Standard Terms and Conditions for
Product and Services Contracts dated 11/06/2019.
5.Appendix D, Proofpoint General Terms and Conditions, is hereby added in its
entirety (per Amendment 3).
6.Appendix E, Proofpoint Security Products Exhibit, is hereby added in its
entirety (per Amendment 3).
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Amendment 3
Contract DIR-TSO-3926
rev. 05/2020 Page 4
All other terms and conditions of the Contract, not expressly amended herein, shall
remain in full force and effect. In the event of conflict among the provisions, the order
of precedence shall be this Amendment Number 3, then Amendment Number 2, then
Amendment Number 1, and then the Contract.
{REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK}
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Amendment 3
Contract DIR-TSO-3926
rev. 05/2020 Page 5
IN WITNESS WHEREOF, the parties hereby execute this amendment to be effective as of
the date of the last signature.
Carahsoft Technology Corporation
Authorized By:
Name:
Title:
Date:
The State of Texas, acting by and through the Department of Information Resources
Authorized By:
Name: Hershel Becker
Title: Chief Procurement Officer
Date:
Office of General Counsel:
1/11/2021 | 8:27 AM CST
David Marshall-Pinko
Contracts Specialist
1/20/2021 | 9:43 AM CST
1/20/2021 | 3:15 PM CST
Signature on File
Signature on File
MH
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Amendment 4
Contract DIR-TSO-3926
rev. 05/2020 Page 1
Amendment Number 4
to
Contract Number DIR-TSO-3926
between
State of Texas, acting by and through the Department of Information Resources
and
Carahsoft Technology Corporation
This Amendment Number 4 to Contract Number DIR-TSO-3926 (“Contract”) is between the
Department of Information Resources (“DIR”) and Carahsoft Technology Corporation
(“Vendor”). DIR and Vendor agree to modify the terms and conditions of this Contract as
follows:
1.Appendix C, Pricing Index (Per Amendment 2), is hereby replaced in its entirety
with Appendix C, Pricing Index (per Amendment 4), as attached.
2.Appendix D, Proofpoint General Terms and Conditions (per Amendment 3), is
hereby replaced in its entirety with Appendix D, Proofpoint Information
Compliance Products Exhibit (per Amendment 4), as attached.
3.Appendix E, Proofpoint Security Products Exhibit (per Amendment 3), is hereby
replaced in its entirety with Appendix E, Proofpoint Security Products Exhibit
(per Amendment 4), as attached.
All other terms and conditions of the Contract, not expressly amended herein, shall
remain in full force and effect. In the event of conflict among the provisions, the order
of precedence shall be this Amendment Number 4, then Amendment Number 3, then
Amendment Number 2, then Amendment Number 1, and then the Contract.
REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK
DocuSign Envelope ID: F1471815-9317-452D-A191-D6080B4903B8DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Amendment 4
Contract DIR-TSO-3926
rev. 05/2020 Page 2
IN WITNESS WHEREOF, the parties hereby execute this amendment to be effective as of
the date of the last signature.
Carahsoft Technology Corporation
Authorized By:
Name:
Title:
Date:
The State of Texas, acting by and through the Department of Information Resources
Authorized By:
Name: Hershel Becker
Title: Chief Procurement Officer
Date:
Office of General Counsel:
DocuSign Envelope ID: F1471815-9317-452D-A191-D6080B4903B8
Contracts Specialist
David Marshall-Pinko
7/27/2021 | 2:48 PM CDT
7/29/2021 | 9:51 AM CDT
7/29/2021 | 10:52 AM CDT
MG
Signature on File
Signature on File
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Exhibit 4
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DIR Contract No. DIR-TSO-4317
Vendor Contract No. ________________
Department of Information Resources Page 1 of 5 (DIR rev 03/2018)
STATE OF TEXAS
DEPARTMENT OF INFORMATION RESOURCES
CONTRACT FOR PRODUCTS AND RELATED SERVICES
SHI Government Solutions, Inc.
1. Introduction
A. Parties
This Contract for products and related services is entered into between the State of Texas, acting
by and through the Department of Information Resources (hereinafter “DIR”) with its principal
place of business at 300 West 15th Street, Suite 1300, Austin, Texas 78701, and SHI Government
Solutions, Inc. (hereinafter “Vendor”), with its principal place of business at 3828 Pecana Trail,
Austin, Texas 78749.
B. Compliance with Procurement Laws
This Contract is the result of compliance with applicable procurement laws of the State of Texas.
DIR issued a solicitation on the Comptroller of Public Accounts’ Electronic State Business Daily,
Request for Offer (RFO) DIR-TSO-TMP-416, on February 26, 2018, for Software Products, Software
as a Service, and Enterprise Resource Planning Software Modules Products and Services. Upon
execution of this Contract, a notice of award for RFO DIR-TSO-TMP-416 shall be posted by DIR on
the Electronic State Business Daily.
C. Order of Precedence
For purchase transactions under this Contract, the order of precedence shall be as follows: this
Contract; Appendix A, Standard Terms and Conditions For Products and Related Services
Contracts; Appendix B, Vendor’s Historically Underutilized Businesses Subcontracting Plan;
Appendix C, Pricing Index; Exhibit 1, Vendor’s Response to RFO DIR-TSO-TMP-416, including all
addenda; and Exhibit 2, DIR-TSO-TMP-416, including all addenda; are incorporated by reference
and constitute the entire agreement between DIR and Vendor governing purchase transactions.
In the event of a conflict between the documents listed in this paragraph related to purchases,
the controlling document shall be this Contract, then Appendix A, then Appendix B, then Appendix
C, then Exhibit 1, and finally Exhibit 2. In the event and to the extent any provisions contained in
multiple documents address the same or substantially the same subject matter but do not actually
conflict, the more recent provisions shall be deemed to have superseded earlier provisions.
2. Term of Contract
The initial term of this Contract shall be two (2) years commencing on the last date of approval by
DIR and Vendor, with two (2) optional two (2) year renewals. Prior to expiration of each term, the
contract will renew automatically under the same terms and conditions unless either party
provides notice to the other party 60 days in advance of the renewal date stating that the party
wishes to discuss modification of terms or not renew. Additionally, the parties by mutual
agreement may extend the term for up to ninety (90) additional calendar days.
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Exhibit 5
DIR Contract No. DIR-TSO-4317
Vendor Contract No. ________________
Department of Information Resources Page 2 of 5 (DIR rev 03/2018)
3. Product and Service Offerings
A. Products
Products available under this Contract are limited to Software products, including Software
as a Service specified in Appendix C, Pricing Index. Vendor may incorporate changes to their
product offering; however, any changes must be within the scope of products awarded based
on the posting described in Section 1.B above. Vendor may not add a manufacturer’s product
line which was not included in the Vendor’s response to the solicitation described in Section
1.B above.
B. Services
Services available under this Contract are limited to Related and Technical Services specified
in Appendix C, Pricing Index. Vendor may incorporate changes to their service offering;
however, any changes must be within the scope of services awarded based on the posting
described in Section 1.B above.
C. Emerging Technologies and Future Acquisitions
DIR recognizes that technology is ever-evolving and advancing. DIR reserves the right to
consider the addition of emerging technology such as next generation, enhancements and
upgrades for services that are within the scope of Software Products, Software as a Service,
Software Services. Vendor may propose such services throughout the term of the contract.
Pricing and terms will be negotiated upon DIR acceptance. Any determination will be at DIR’s
sole discretion and any decision will be final. In addition, Texas DIR and Vendor may mutually
agree to add future acquisitions of Vendor to the contract. Subsequent terms of the
acquisition(s) and pricing will be mutually agreed upon in writing and amended under the
contract.
4. Pricing
Pricing to the DIR Customer shall be as set forth in Appendix A, Section 8, Pricing, Purchase Orders,
Invoices and Payment, and as set forth in Appendix C, Pricing Index, and shall include the DIR
Administrative Fee.
5. DIR Administrative Fee
A. The administrative fee to be paid by the Vendor to DIR based on the dollar value of all sales
to Customers pursuant to this Contract is three-fourth of one percent (.75%). Payment will be
calculated for all sales, net of returns and credits. For example, the administrative fee for sales
totaling $100,000 shall be $750.00.
B. All prices quoted to Customers shall include the administrative fee. DIR reserves the right to
change this fee upwards or downwards during the term of this Contract, upon written notice
to Vendor without further requirement for a formal contract amendment. Any change in the
administrative fee shall be incorporated by Vendor in the price to the Customer.
6. Notification
All notices under this Contract shall be sent to a party at the respective address indicated below.
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DIR Contract No. DIR-TSO-4317
Vendor Contract No. ________________
Department of Information Resources Page 3 of 5 (DIR rev 03/2018)
If sent to the State:
Hershel Becker or Successor in Office
Chief Procurement Officer
Department of Information Resources
300 W. 15th St., Suite 1300
Austin, Texas 78701
Phone: (512) 475-4700
If sent to the Vendor:
Kristina Mann
Sr. Lead Contract Specialist
SHI Government Solutions, Inc.
3828 Pecana Trail
Austin,Texas 78749
Phone: ( 800 ) 764-6479 Ext. 5648536
Fax: (512) 732-0232
Email: Kristina_Mann@SHI.com
7. Software Agreements
A. Shrink/Click-wrap License Agreement
Regardless of any other provision or other license terms which may be issued by Vendor after
the effective date of this Contract, and irrespective of whether any such provisions have been
proposed prior to or after the issuance of a Purchase Order for products licensed under this
Contract, or the fact that such other agreement may be affixed to or accompany software
upon delivery (shrink-wrap), the terms and conditions set forth in this Contract shall
supersede and govern the license terms between Customers and Vendor. Regarding license
terms provided by a software publisher via Shrink/Click-wrap, it is the Customer’s
responsibility to read the Shrink/Click-wrap License Agreement and determine if the
Customer accepts the license terms as amended by this Contract. If the Customer does not
agree with the license terms, Customer shall be responsible for negotiating with the reseller
to obtain additional changes in the Shrink/Click-wrap License Agreement language from the
software publis her.
B. Conflicting or Additional Terms
1. In the event that conflicting or additional terms in Vendor Software License Agreements,
Vendor Shrink/Click Wrap License Agreements, Vendor Service Agreements or linked or
supplemental Vendor documents amend or diminish the rights of DIR Customers or the
State, such conflicting or additional terms shall not take precedence over the terms of this
Contract.
2. In the event of a conflict, any linked documents may not take precedence over the printed
or referenced documents comprising this contract; provided further that any update to
such linked documents shall only apply to purchases or leases of the associated Vendor
product or service offering after the effective date of the update; and, provided further,
that, if Vendor has responded to a solicitation or request for pricing, no update of such
linked documents on or after the initial date of Vendor’s initial response shall apply to
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DIR Contract No. DIR-TSO-4317
Vendor Contract No. ________________
Department of Information Resources Page 4 of 5 (DIR rev 03/2018)
that purchase unless Vendor directly informs Customer of the update before the purchase
is consummated.
3. In the event that different or additional terms or conditions would otherwise result from
accessing a linked document, agreement to said linked document shall not be effective
until reviewed and approved in writing by Customer’s authorized signatory.
4. Vendor shall not [without prior written agreement from Customer’s authorized
signatory,] require any document that: 1) diminishes the rights, benefits, or protections
of the Customer, or that alters the definitions, measurements, or method for determining
any authorized rights, benefits, or protections of the Customer; or 2) imposes additional
costs, burdens, or obligations upon Customer, or that alters the definitions,
measurements, or method for determining any authorized costs, burdens, or obligations
upon Customer.
5. If Vendor attempts to do any of the foregoing, the prohibited documents will be void and
inapplicable to the contract between DIR and Vendor or Vendor and Customer, and
Vendor will nonetheless be obligated to perform the contract without regard to the
prohibited documents, unless Customer elects instead to terminate the contract, which
in such case may be identified as a termination for cause against Vendor.
6. The foregoing requirements do not apply to contracts between Customer and a software
publisher.
8. Authorized Exceptions to Appendix A, Standard Terms and Conditions for Product and Related
Services Contracts.
A. Appendix A, Section 5, Intellectual Property is hereby deleted and replaced in its entirety as
follows:
This contract does not contemplate, authorize or support acquisition of custom software
products or services. If Vendor and Customer seek to contract for such product or service,
they must use a separate contract or seek amendment with DIR of this contract. If DIR and
Vendor decide to authorize customized software or hardware products; then the intellectual
property language will be negotiated and applied.
(Remainder of page left blank intentionally)
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
DIR Contract No. DIR-TSO-4317
Vendor Contract No. ________________
Department of Information Resources Page 5 of 5 (DIR rev 03/2018)
This Contract is executed to be effective as of the date of last signature.
SHI Government Solutions, Inc.
Authorized By: Signature on File
Name: Kristina Mann
Title: Senior Lead Contract Specialist
Date: 4/15/2020
The State of Texas, acting by and through the Department of Information Resources
Authorized By: Signature on File
Name: Hershel Becker
Title: Chief Procurement Officer
Date: 04/27/2020
Office of General Counsel: Signature on File Date: 04/23/2020
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Brands Name (*Vendor is authorized to sale any and all
products, SaaS and services for the following Brands)
DIR Discount %
off MSRP
Activepdf 5.00%
Carbonite 5.00%
Citrix
Networking Software 15.00%
App Virt/VDI/Ent Mobility 25.00%
XenApp to XD TradeUp 8.00%
File Sync & Sharing 6.00%
CommVault 9.00%
CrowdStrike
Falcon Platform 10.00%
All Other Software 25.00%
Cylance 5.00%
Decision Lens 5.00%
Docker
Government Licenses 5.00%
Education Licenses 3.00%
GovQA 2.00%
Idera/Embarcadero 3.00%
Impulse 15.00%
Ivanti
New & Volume License 10.00%
Kaseya 10.00%
CONTRACT DIR-TSO-4317
APPENDIX C - PRICING INDEX
1
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Brands Name (*Vendor is authorized to sale any and all
products, SaaS and services for the following Brands)
DIR Discount %
off MSRP
CONTRACT DIR-TSO-4317
APPENDIX C - PRICING INDEX
LogMeIn /SaaS 3.00%
McAfee
Software Perpetual & Subscription 24.00%
Software Solution bundled w/Hardware/Peripherals 19.00%
MicroStrategy
Perpetual Software Licensing 25.00%
SaaS, Subscription, Term Software Licensing 2.00%
MongoDB 2.00%
NetFlow Auditor 8.00%
Software Licenses QTY 1-9 0.50%
Software Licenses QTY 10-74 3.00%
Software Licenses QTY 75 or greater 8.00%
NeverFail
Engine 10.00%
Migrate 2.00%
HybriStor 5.00%
NOVASTOR 10.00%
OnSolve (CodeRED) 5.00%
Portswigger 0.00%
Quest
Software 10.00%
Hardware (bundled with software Solutions)7.50%
2
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Brands Name (*Vendor is authorized to sale any and all
products, SaaS and services for the following Brands)
DIR Discount %
off MSRP
CONTRACT DIR-TSO-4317
APPENDIX C - PRICING INDEX
SaaS 2.00%
Sailpoint (formerly IdentityIQ)
IdentityIQ Base Product: Single Production Instance 4.00%
IdentityIQ SecurityIQ & Identity Software & SaaS 15.00%
SeamlessDocs 2.00%
ServiceNow 0.25%
Socrata 0.25%
SolarWinds 2.00%
Syn-Apps 12.00%
Tableau 0.75%
Tetra4D (Tech Soft 3D) 3.00%
Thales Security (Vormetric) 9.50%
Trustwave 5.00%
Veritas
Education Licenses 10.00%
License + Essential Maintenance Bundles 13.00%
Perpetual Licenses 13.00%
Subscriptions + Essential Maintenance Bundles 13.00%
Essential Subscriptions 13.00%
Media 0.00%
Vmware 3.50%
3
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Brands Name (*Vendor is authorized to sale any and all
products, SaaS and services for the following Brands)
DIR Discount %
off MSRP
CONTRACT DIR-TSO-4317
APPENDIX C - PRICING INDEX
Services DIR Discount %
off MSRP
Carbonite 5.00%
Citrix
Customer Success Services 8.00%
Appliance Maintenance 8.00%
CommVault
Software Maintenance 0.25%
Training 5.00%
Technical Service 0.25%
CrowdStrike
Maintenance / Support 5.00%
Services 5.00%
Cylance 5.00%
Decision Lens 5.00%
Docker 2.00%
Idera/Embarcadero
Maintenance / Support 0.50%
Technical Services 2.00%
GovQA 2.00%
Impulse 15.00%
Ivanti
Maintenance and Renewals 5.00%
Technical Service 4.00%
4
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Brands Name (*Vendor is authorized to sale any and all
products, SaaS and services for the following Brands)
DIR Discount %
off MSRP
CONTRACT DIR-TSO-4317
APPENDIX C - PRICING INDEX
Kaseya
Maintenance and Renewals 5.00%
Technical Service 5.00%
McAfee
Software Support 24.00%
Hardware sold with Software Solution Support 7.00%
MicroStrategy 2.00%
MongoDB 2.00%
Netflow Auditor
Support, Services & Training 0.50%
NeverFail (Services)
Engine Support & Renewals 2.00%
Maintenance, Technical Support, Training & Services 2.00%
NOVASTOR
Annual Site Support 15.00%
Technical Service 10.00%
Portswigger 0.00%
Quest
Maintenance, Renewals 7.50%
Services 2.00%
Sailpoint (formerly IdentityIQ)
IdentityIQ Standard & Premium Support Renewals 1.00%
Technical Service 5.00%
SeamlessDocs 0.25%
5
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Brands Name (*Vendor is authorized to sale any and all
products, SaaS and services for the following Brands)
DIR Discount %
off MSRP
CONTRACT DIR-TSO-4317
APPENDIX C - PRICING INDEX
Socrata 0.25%
Syn-Apps
Support & Services 5.00%
Tableau
Technical Services and Training 0.75%
Tetra4D (Tech Soft 3D)
Support 3.00%
Services 3.00%
Thales Security (Vormetric) Services 9.50%
Trustwave 0.50%
Veritas
Business Critical Services Extended Support 0.50%
Essential Support (Initial and Renewal)3.50%
Services 0.50%
Vmware
Maintenance / Support 7.00%
Services 3.50%
Important Note: Vendor's quote to DIR customers shall include the DIR
Administrative Fee.
The fee will be added after the discount is applied to the MSRP.
6
DocuSign Envelope ID: 76C5144D-CC8E-415D-9541-CE595B9D78B7
Certificate Of Completion
Envelope Id: 76C5144DCC8E415D9541CE595B9D78B7 Status: Completed
Subject: ***Purchasing Approval*** Contract 7047 - Software, Products, and Related IT Services - Amendment #3
Source Envelope:
Document Pages: 67 Signatures: 2 Envelope Originator:
Certificate Pages: 2 Initials: 1 Cori Power
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-06:00) Central Time (US & Canada)
901B Texas Street
Denton, TX 76209
cori.power@cityofdenton.com
IP Address: 198.49.140.104
Record Tracking
Status: Original
11/8/2021 1:14:06 PM
Holder: Cori Power
cori.power@cityofdenton.com
Location: DocuSign
Signer Events Signature Timestamp
Cori Power
cori.power@cityofdenton.com
Senior Buyer
City of Denton
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 198.49.140.104
Sent: 11/8/2021 1:20:51 PM
Viewed: 11/8/2021 1:21:04 PM
Signed: 11/8/2021 1:22:32 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Lori Hewell
lori.hewell@cityofdenton.com
Purchasing Manager
City of Denton
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 198.49.140.104
Sent: 11/8/2021 1:22:35 PM
Viewed: 11/9/2021 7:35:54 AM
Signed: 11/9/2021 7:36:04 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Leisha Meine
Leisha.Meine@cityofdenton.com
Chief Technology Officer
City of Denton
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 198.49.140.10
Sent: 11/9/2021 7:36:07 AM
Viewed: 11/9/2021 8:36:26 AM
Signed: 11/9/2021 8:38:30 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Carbon Copy Events Status Timestamp
Stephanie Padgett
Stephanie.Padgett@cityofdenton.com
TS Administrative Assistant
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 11/9/2021 8:38:33 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Cheyenne Defee
cheyenne.defee@cityofdenton.com
Contract Administrator
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 11/9/2021 8:38:34 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 11/8/2021 1:20:51 PM
Certified Delivered Security Checked 11/9/2021 8:36:26 AM
Signing Complete Security Checked 11/9/2021 8:38:30 AM
Completed Security Checked 11/9/2021 8:38:34 AM
Payment Events Status Timestamps