23-R-23 Microsoft Office 365 RenewalRESOLUTION NO. 23MR-23
A RESOLUTION BY THE CITY COUNCIL OF THE CITY OF
SCHERTZ, TEXAS AUTHORIZING THE RENEWAL OF THE
MICROSOFT OFFICE 365 THREE YEAR CONTRACT.
"VHEREAS, the City of Schertz has a need for licensing email communications, online
document storage and general Microsoft Office products; and
\VUE.REAS, the City of Schertz has determined that Office 365 meets that need; and
WHEREAS, the City of Schertz has chosen SHI, a Purchasing Cooperative vendor, for
the purchase of this license; and
WHEREAS, Purchasing Cooperatives gives public entities the advantage of leveraging
the cooperative's ability to obtain bulk discounts, and achieve savings for the City; and
WHEREAS, purchases under the cooperative programs meet the requirements under the
Texas Local Government Purchasing Code rule for cooperative purchases as adopted by the City
of Schert7 Resolution I 1-R-41 on August 30, 201 l amending the City's purchasing policy; and
WHEREAS, the City of Schertz will fund the purchase of Microsoft Office 365 licenses
through the approved 2022-2023 annual LT. department budget.
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
SCHERTZ, TEXAS THAT:
Section 1. The City Council hereby authorizes purchases with Microsoft Office 365
Licenses wHh SHI in accordance with the quote included as Attachment 1.
Section 2. The recitals contained in the preamble hereof are hereby found to be true, and
such recitals are hereby made a part of this Resolution for all purposes and are adopted as
a part of the judgment and findings of the City Council.
Section 3. All resolutions, or parts thereof, which are in conflict or inconsistent with any
provision of this Resolution are hereby repealed to the extent of such conflict, and the
provisions of this Resolution shall be and remain controlling as to the matters resolved
herein.
Section 4. This Resolution shall be construed and enforced in accordance with the laws
of the State of Texas and the United States of America.
Section 5. If any provision of this Resolution or the application thereof to any person or
circumstance shall be held to be invalid, the remainder of this Resolution and the
application of such provision to other persons and circumstances shall nevertheless be
valid, and the City Council hereby declares that this Resolution would have been enacted
without such invalid provision.
Section 6. It is officially found, determined, and declared that the meeting at which this
Resolution is adopted was open to the public and public notice of the time, place, and
subject matter of the public business to be considered at such meeting, including this
Resolution, was given, all as required by Chapter 551, Texas Government Code, as
amended.
Section 7. This Resolution shall be in force and effect from and after its final passage,
and it is so resolved.
PASSED AND ADOPTED, this 281h day of March, 2023.
CITY OF SCHERTZ, TEXAS
A~
Sheila Edmondson, City Secretary
Attachment 1
SHI Quote
Microsoft Volume Licensing
Program Signature Form
MBAIMBSA number 5-0000009679971
Agreement number 01E73535
Note: Enter the applicable active numbers associated with the documents below. Microsoft requires the
associated active number be indicated here, or listed below as new.
For the purposes of this form, "Customer'' can mean the signing entity, Enrolled Affiliate,
Government Partner, Institution. or other party entering into a volume licensing program agreement.
This signature form and all contract documents identified in the table below are entered into between
the Customer and the Microsoft Affiliate signing, as of the effective date identified below.
Contract Document I Number or Code
Enter prise Enrollment <I ndirect) X20-10635
Sub250 Form W29
Enterorise Amendment M97 INEW)
Product Selection Form 1284073.004 PSF
By signing below, Customer and the Microsoft Affiliate agree that both parties (1) have received, read
and understand the above contract documents, including any websites or documents incorporated by
reference and any amendments and (2} agree to be bound by the terms of au such documents.
Customer
Name of Entity (must be fegal entity name}* City of Schertz
Signature•
Printed First and Last Name*
Printed Title
Signature Date*
Tax ID
* indicates required field
ProgramSignForm(MSSi9r1}(NA,LatAm)ExBRA.MLl(ENG)(May2020) Page 1 ot2
Document X20-12883
Microsoft Affiliate I
Signature
Printed First and Last Name
1 Printed Title
Signature Date
(date Microsoft Affiliate countersigns)
Agreement Effective Date
Microsoft Corporation
(may De ourerent tnan M1 croso1ts signature date}
Optional 2nd Customer signature or Outsourcer s ignature (if applicable)
Signature*
Printed First and Last Name*
Printed Title
Signature Date"'
* indicates required field
Outsourcer
Name of Entity (must be legal entity name)*
Signature* ---
Printed First and Last Name*
Printed Title
Signature Date*
*indicates required field
j
If Customer requires additional contacts or is reporting multi ple previous Enrollments, include the
appropriate form( s) with this signature form .
After this s ignature form is signed by the Customer. send it and the Contract Documents to Customer's
cha nnel partner or M icrosoft account manager, who must submit them to the following address. When
t h e signature form is fully executed by Microsoft, Customer will receive a confirmation copy.
Microsoft Corporation
Dept. 551, Volume Licensing
6880 Sierra Center Parkway
Reno, Nevada 89511
USA
ProgramSignForm(MSSign)(NA,LalAm)ExBRA,MLl(ENG)(May2020) Page 2of2
Document X20-12883
• Microsoft Volume Licensing
Enterprise Enrollment State and Local
Enterprise Enrollment number
(Microsoft lo compfste)
Previous Enrollment number
(Reseller to complete)
54320988
64058050
Framework ID I
(if applicable) ._ ________ __,,
This Enrollment must be attached to a signature form to be valid.
This Microsoft Enterprise Enrollment is entered into between the entities as identified in the signalure form
as of the effective date. Enrolled Affiliate represents and warrants it is the same Customer, or an Affiliate of
the Customer, that entered into the Enterprise Agreement identified on the program signature form.
This Enrollment consists of: (1) these terms and conditions, (2) the terms of the Enterprise Agreement
identified on the signature form, (3) the Product Selection Form , (4) the Product Terms , {5 } the Online
Services Terms , (6) any Supplemental Contact Information Form, Previous Agreement/Enrollment form ,
and other forms that may be required, and (7) any order submitted under this Enrollment. This Enrollment
may only be entered into under a 2011 or later Enterprise Agreement. By entering into this Enrollment,
Enrolled Affiliate agrees to be bound by the terms and conditions of the Enterprise Agreement.
All terms used but not defined are located at http://www.microsoft.com/licensin g/contracts. In the event of
any conflict the terms of this Agreement control.
Effective date. If Enrolled Affiliate is renewing Software Assurance or Subscription Licenses from one or
more previous Enrollments or agreements, then the effective date will be the day after the first prior
Enrollment or agreement expi res or terminates. If this Enrollment is renewed, the effective date of the
renewal term wi ll be the day after the Expiration Date of the initia l term. Otherwise , the effective date will
be the date this Enrollme nt is accepted by Microsoft. Any reference to •anniversary date" refers to the
anniversary of the effective date of the applicable initial or renewal term for each year this Enrollment is in
effect.
Term. The initial tenn of this Enrollment will expire on the last day of the month, 36 full calendar months
from the effective date of the initial tenn. The renewal term will expire 36 full calendar months after the
effective date of the renewa l tenn.
Terms and Conditions
1. Definitions.
Terms used but not defined in this Enrollment will have the definition in the Enlerprise Agreement. The
following definitions are used in this Enrollment:
"Additional Product" means any Product identified as such in the Product Terms and chosen by Enrolled
Affillale under this Enrollment.
"Community• means the community consisting of one or more of the following : (1) a Government, (2) an
Enrolled Affiliate using eligible Government Community Cloud Services to provide solutions to a
Government or a qualified member of the Community, or (3) a Customer with Customer Data that is subject
to Government regul ations for which Customer determines and Microsoft agrees that the use of
Government Community Cloud Services is appropriate to meet Customer's regulatory requirements .
EA20201 EnrGov(US )SLG(ENG )( Oct2019) Page 1of10
Document X20-10635
Membership in the Community is ultimately at M icrosoft's discretion, which may vary by Government
Community Cloud Service.
"Enterprise Online Service" means any Online Service designated as an Enterprise Online Service in the
Product Terms and chosen by Enrolled Affiliate under this Enrollment. Enterprise Online Services are
treated as Online Services, except as noted.
"Enterprise Product" means any Desktop Platform Product that Microsoft designates as an Enterprise
Product i n the Product Terms and chosen by Enrolled Affiliate under this Enrollment. Enterprise Products
must be licensed for all Qualified Devices and Qualified Users on an Enterpri se-wide basis under this
program.
"Expiration Date• means the date upon which the Enrollment expires.
"Federal Agency' means a bureau, office, agency, department or other entity of the United States
Government.
"Government" means a Federal Agency, State/Local Entity, or Tribal Entity acting in its governmental
capacity.
·Government Community Cloud Services" means Microsoft Online Services that are provisioned in
Microsoft's multi-tenant data centers for exclusive use by or for the Community and offered in accordance
with the National Institute of Standards and Technology (NIST) Special Publication 800-145. Microsoft
Online Services that are Government Community Cloud Services are designated as such in the Use R ights
and Product Tenns.
"Industry Device" (also known as tine of business device) means any device that (1) is not useable in its
deployed configuration as a general purpose personal computing device (such as a personal computer), a
multi-function server, or a commercially viable substitute for one of these systems; and (2) only employs an
industry or task-specific software program (e.g. a computer-aided design program used by an architect or
a point of sale program) ("Industry Program"). The device may include features and functions derived from
Microsoft software or third-party software. If the device performs desktop functions (such as email, word
processing, spreadsheets, database, network or Internet browsing, or scheduling, or personal finance),
then the desktop functions: (1) may .only be used for the purpose of supporting the Industry Program
functionality; and (2) must be technically integrated with the Industry Program or employ technically
enforced policies or architecture to operate only when used with the Industry Program functionality.
"Managed Device" means any device on which any Affiliate in the Enterprise directly or indirectly controls
one or more operating system environments. Examples of Managed Devices can be found in the Product
Terms.
"Qualified Device" means any device that is used by or for the benefit of Enrolled Affiliate's Enterprise and
is: (1) a personal desktop computer, portable computer. workstation, or similar device capable of running
Windows Pro locally (in a physical or virtual operating system environment), or (2) a device used to access
a virtual desktop infrastructure ("VD!"). Qualified Devices do not include any device that is: (1) designated
as a server and not used as a personal computer. (2) an Industry Device, or (3) not a Managed Device. At
its option, the Enrolled Affiliate may designate any device excluded abov e (e.g., Industry Device) that is
used by or for the benefit of the Enrolled Affiliate 's Enterprise as a Qualifi ed Device for all or a subset of
Enterprise Products or Online Services the Enrolled Affiliate has selected.
"Qualified User· means a person (e.g., employee, consultant. contingent staff) who: (1) is a user of a
Qualified Device, or (2) accesses any server software requiring an Enterprise Product Client Access
License or any Enterprise Online Service. It does not include a person who accesses server software or
an Online Service solely under a license identified in the Qualified User exemptions In the Product Terms.
"Reseller" means an entity authorized by Microsoft to resell Licenses under this program and engaged by
an Enrolled Affiliate to provide pre-and post-transaction assistance related to this agreement:
"Reserved License" means for an Online Service identified as eligible for true-ups in the Product Tenns,
the License reserved by Enrolled Affifiate prior to use and for which Microsoft will make the Online Service
available for activation.
EA2020fEnrGov(US)SLG(ENG)(Oct2019) Page 2of10
Document X20.10635
"State/Local Entity" means (1) any agency of a state or local government in the United States, or (2) any
United States county, borough, commonwealth, city, municipality, town. township, special purpose district,
or other similar type of governmental instrumentality established by the laws of Customer's state and
located within Customer's state's jurisdiction and geographic boundaries.
"Tribal Entity" means a federally recognized tribal entity performing tribal governmental functions and
eligible for funding and services from the U.S. Department of Interior by virtue of its status as an Indian
tribe.
·use Rights• means, with respect to any licensing program, the use rights or terms of service for each
Product and version published for that licensing program at the Volume Licensing Site and updated from
time to time. The Use Rights include the Product-Specific License Terms, the License Model terms, the
Universal License Terms, the Data Protection Tenns, and the Other Legal Terms. The Use Rights
supersede the terms of any end user license agreement (on-screen or otherwise) that accompanies a
Product.
"Volume Licensing Site" means http:l/www.microsoft.com/licensing/contracts or a successor site.
2. Order requirements.
a. Minimum order requirements. Enrolled Affiliate's Enterprise must have a minimum of 250
Qualified Users or Qualified Devices. The initial order must include at least 250 Licenses for
Enterprise Products or Enterprise Online Services.
(i) Enterprise commitment. Enrolled Affiliate must order enough Licenses to cover all
Qualified Users or Qualified Devices, depending on the License Type, with one or more
Enterprise Products or a mix of Enterprise Products and the corresponding Enterprise
Online Services (as long as all Qualified Devices not covered by a License are only used
by users covered with a user License).
(ii) Enterprise Online Services only. If no Enterprise Product is ordered, then Enrolled
Affiliate need only maintain at least 250 Subscription Licenses for Enterprise Online
Services.
b. Additional Products. Upon satisfying the minimum order requirements above. Enrolled
Affiliate may order Additional Products.
c. Use Rights for Enterprise Products. For Enterprise Products. if a new Product version has
more restrictive use rights than the version that is current at the start of the applicable initial or
renewal term of the Enrollment, those more restrictive use rights will not apply to Enrolled
Affiliate's use of that Product during that term.
d. Country of usage. Enrolled Affiliate must specify the countries where Licenses will be used
on its initial order and on any additional orders.
e. Resellers. Enrolled Affiliate must choose and maintain a Reseller authorized in the United
States. Enrolled Affiliate will acquire its Licenses through its chosen Reseller. Orders must be
submitted to the Reseller who will transmit the order to Microsoft. The Reseller and Enrolled
Affiliate determine pricing and payment terms as between them, and Microsoft will invoice the
Reseller based on those terms. Throughout this Agreement the term "price" refers to reference
price. Resellers and other third parties do not have authority to bind or impose any obligation
or liability on Microsoft.
f. Adding Products.
(i) Adding new Products not previously ordered. New Enterprise Products or Enterprise
Online Services may be added at any time by contacting a Microsoft Account Manager or
Reseller. New Additional Products, other than Online Services, may be used if an order is
placed in the month the Product is first used. For Additional Products that are Online
Services. an initial order for the Online Service is required prior to use.
EA20201En~ov{US)SLG{ENG)(Oct2019) Page3of 10
Document X2~10635
(ii) Adding Licenses for previously ordered Products. Additional Licenses for previously
ordered Products other than Online Services may be added at any time but must be
included in the next true-up order. Additional Licenses for Online Services must be ordered
prior to use, unless the Online Services are (1) identified as eligible for true-up in the
Product Tenns or (2) included as part of other Licenses.
g. True-up requirements. Enrolled Affiliate must submit an annual true-up order that accounts
for any changes since the initial order or last order. If there are no changes. then an update
statement must be submitted instead of a true-up order.
(i) Enterprise Products. For Enterprise Products, Enrolled Affiliate must determine the
number of Qualified Devices and Qualified Users (if ordering user-based Licenses) at the
time the true-up order is placed and must order additional Licenses for all Qualified Devices
and Qualified Users that are not already covered by existing Licenses, including any
Enterprise Online Services.
(ii) Additional Products. For Additional Products that have been previously ordered under
this Enrollment. Enrolled Affiliate must detennine the maximum number of Additional
Products used since the latter of the initial order, the last true-up order, or the prior
anniversary date and submit a true-up order that accounts for any increase.
(iii) Online Services. For Online Services identified as eligible for true-up in the Product
Terms, Enrolled Affiliate may place a reservation order for the additional Licenses prior to
use and payment may be deferred until the next true-up order. Microsoft will provide a
report of Reserved Licenses ordered but not yet invoiced to Enrolled Affiliate and its
Reseller. Reserved Licenses will be invoiced retrospectively to the month in which they
were ordered.
(iv) Subscription License reductions. Enrolled Affiliate may reduce the quantity of
Subscription Licenses at the Enrollment anniversary date on a prospective basis if
permitted in the Product Tenns, as follows:
1) For Subscription Licenses that are part of an Enterprise-wide purchase, Licenses may
be reduced if the total quantity of Licenses and Software Assurance for an applicable
group meets or exceeds the quantity of Qualified Devices and Qualified Users {if
ordering user-based Licenses} identified on the Product Selection Fonn, and includes
any additional Qualified Devices and Qualified Users added in any prior true-up orders.
Step-up Licenses do not count towards this total count.
2) For Enterprise Online Services that are not a part of an Enterprise-wide purchase,
Licenses can be reduced as long as the initial order minimum requirements are
maintained.
3) For Additional Products available as Subscription Licenses, Enrolled Affiliate may
reduce the Licenses. If the License count is reduced to zero, then Enrolled Affiliate's
use of the applicable Subscription License will be cancelled.
Invoices will be adjusted to reflect any reductions in Subscription Licenses at the true-up
order Enrollment anniversary date and effective as of such date.
(v) Update statement. An update statement must be submitted instead of a true.up order if,
since the initial order or last true-up order, Enrolled Affiliate's Enterprise: (1) has not
changed the number of Qualified Devices and Qualified Users licensed with Enterprise
Products or Enterprise Online Services; and (2) has not increased its usage of Additional
Products. This update statement must be signed by Enrolled Affiliate's authorized
representative.
(vi} True-up order period. The true-up order or update statement must be received by
Microsoft between 60 and 30 days prior to each Enrollment anniversary date. The third~
year true-up order or update statement is due within 30 days prior to the Expiration Date,
and any license reservations within this 30 day period will not be accepted. Enrolled Affiliate
EA20201 EnrGov(US)SLG(ENG)(Oct2019) Page4of10
Document X2().10635
may submit true-up orders more often to account for increases in Product usage, but an
annual true-up order or update statement must still be submitted during the annual order
period.
(vii)Late true-up order. If the true-up order or update statement is not received when due,
Microsoft will invoice Reseller for all Reserved Licenses not previously invoiced and
Subscription License reductions cannot be reported until the following Enrollment
anniversary date (or at Enrollment renewal, as applicable).
h. Step-up Licenses. For Licenses eligible for a step-up under this Enrollment. Enrolled Affiliate
may step-up to a higher edition or suite as follows:
(i) For step-up Licenses included on an initial order, Enrolled Affiliate may order according to
the true-up process.
(ii) If step-up Licenses are not included on an initial order, Enrolled Affiliate may step-up
initially by following the process described in the Section titled "Adding new Products not
previously ordered," then for additional step-up Licenses, by following the true-up order
process.
i. Clerical errors. Microsoft may correct clerical errors in this Enrollment, and any documents
submitted with or under this Enrollment, by providing notice by email and a reasonable
opportunity for Enrolled Affiliate to object to the correction. Clerical errors include minor
mistakes, unintentional additions and omissions. This provision does not apply to material
terms, such as the identity, quantity or price of a Product ordered.
j. Verifying compliance. Microsoft may, in its discretion and at its expense, verify compliance
with this Enrollment as set forth in the Enterprise Agreement.
3. Pricing.
a. Price Levels. For both the initial and any renewal term Enrolled Affiliate's Price Level for all
Products ordered under this Enrollment will be Level "D" throughout the tenn of the Enrollment.
b. Setting Prices. Enrolled Affiliate's prices for each Product or Service will be established by its
Reseller. Except for Online Services designated in the Product Terms as being exempt from
fixed pricing, As long as Enrolled Affiliate continues to qualify for the same price level,
Microsoft's prices for Resellers for each Product or Service ordered will be fixed throughout the
applicable initial or renewal Enrollment term. Microsoft's prices to Resellers are reestablished
at the beginning of the renewal term.
4. Payment terms.
For the initial or renewal order, Microsoft will invoice Enrolled Affiliate's Reseller in three equal annual
installments. The first installment will be invoiced upon Microsoft's acceptance of this Enrollment and
remaining installments will be invoiced on each subsequent Enrollment anniversary date. Subsequent
orders are invoiced upon acceptance of the order and Enrolled Affiliate may elect to pay annually or upfront
for Online Services and upfront for all other Licenses.
5. End of Enrollment term and termination.
a. General. At the Expiration Date, Enrolled Affiliate must immediately order and pay for Licenses
for Products it has used but has not previously submitted an order, except as otherwise
provided in this Enrollment.
b. Renewal option. At the Expiration Date of the initial term, Enrolled Affiliate can renew
Products by renewing this Enrollment for one additional 36-month term or by signing a new
Enrollment. Microsoft must receive a Renewal Form, Product Selection Form, and renewal
order prior to or at the Expiration Date. Microsoft will not unreasonably reject any renewal.
EA20201 EmGov(US)SLG(ENG)(Oct2019) Page 5of10
Document X20·10635
Microsoft may make changes to this program that will make it necessary for Customer and its
Enrolled Affiliates to enter into new agreements and Enrollments at renewal.
c. If Enrolled Affiliate elects not to renew.
(i) Software Assurance. If Enrolled Affiliate elects not to renew Software Assurance for any
Product under its Enrollment, then Enrolled Affiliate will not be permitted to order Software
Assurance later without first acquiring a new License with Software Assurance.
(ii) Online Services eligible for an Extended Tenn. For Online Services identified as eligible
for an Extended Term in the Product Terms, the following options are available at the end
of the Enrollment initial or renewal term.
1) Extended Term. Licenses for Online Services will automatically expire in accordance
with the terms of the Enrollment. An extended term feature that allows Online Services
to continue month-to-month ("Extended Term") is available. During the Extended
Term, Online Services will be invoiced monthly at the then-current published price as
of the Expiration Date plus a 3% administrative fee for up to one year. If Enrolled
Affiliate wants an Extended Tenn, Enrolled Affiliate must submit a request to Microsoft
at least 30 days prior to the Expiration Date ..
2) Cancellation during Extended Term. At any time during the first year of the
Extended Tenn, Enrolled Affiliate may terminate the Extended Term by submitting a
notice of cancellation to Microsoft for each Online Service. Thereafter, either party
may terminate the Extended Term by providing the other with a notice of cancellation
for each Online Service. Cancellation will be effective at the end of the month following
30 days after Microsoft has received or issued the notice.
(iii} Subscription Licenses and Online Services not eligible for an Extended Term. ff
Enrolled Affiliate elects not to renew, the Licenses will be cancelled and will terminate as
of the Expiration Date. Any associated media must be uninstalled and destroyed and
Enrolled Affiliate's Enterprise must discontinue use. Microsoft may request written
certification to verify compliance.
d. Termination for cause. Any termination for cause of this Enrollment will be subject to the
"T ennination for cause• section of the Agreement. In addition, it shall be a breach of this
Enrollment if Enrolled Affiliate or any Affiliate in the Enterprise that uses Government
Community Cloud Services fails to meet and maintain the conditions of membership in the
definition of Community.
e. Early termination. Any early termination of this Enrollment will be subject to the "Early
Termination• Section of the Enterprise Agreement.
For Subscription Licenses, in the event of a breach by Microsoft, or if Microsoft terminates an
Online Service for regulatory reasons. Microsoft will issue Reseller a credit for any amount paid
in advance for the period after termination.
6. Government Community Cloud.
a. Community requirements. If Enrolled Affiliate purchases Government Community Cloud
Services, Enrolled Affiliate certifies that it is a member of the Community and agrees to use
Government Community Cloud Services solely in its capacity as a member of the Community
and, for eligible Government Community Cloud Services, for the benefit of end users that are
members of the Community. Use of Government Community Cloud Services by an entity that
is not a member of the Community or to provide services to non-Community members is strictly
prohibited and could result in termination of Enrolled Affiliate's license(s) for Government
Community Cloud Services without notice. Enrolled Affiliate acknowledges that only
Community members may use Government Community Cloud Services.
b. All terms and conditions applicable to non-Government Community Cloud Services also apply
EA20201 EnrGov(US )SLG(ENG )( Oct2019} Pa9e6of10
Document X2().10635
to their corresponding Government Community Cloud Services, except as otherwise noted in
the Use Rights, Product Terms. and this Enrollment.
c. Enrolled Affiliate may not deploy or use Government Community Cloud Services and
corresponding non-Government Community Cloud Services in the same domain.
d. Use Rights for Government Community Cloud Services. For Government Community
Cloud Services, notwithstanding anything to the contrary in the Use Rights:
(i) Government Community Cloud Services will be offered only within the United States.
(ii) Additional European Terms, as set forth in the Use Rights, will not apply.
(iii) References to geographic areas in the Use Rights with respect to the location of Customer
Data at rest, as set forth in the Use Rights, refer only to the United States.
EA20201EnrGo\l(US)SLG(ENG)(Oct2019} Page 7of10
Document X20-10635
Enrollment Details
1. Enrolled Affiliate's Enterprise.
a. Identify which Agency Affiliates are included in the Enterprise. (Required) Enrolled Affiliate's
Enterprise must consist of entire offices, bureaus, agencies, departments or other enti ties of
Enrolled Affilia1e, not partial offices, bureaus, agencies. or departments, or other partial entities.
Check only one box in this section. If no boxes are checked, Microsoft will deem the Enterprise
to include the Enrolled Affiliate only. If more than one box is checked, Microsoft will deem the
Enterprise to include the largest number of Affiliates :
181 Enrolled Affiliate only
0 Enrolled Affiliate and all Affiliates
0 Enrolled Affiliate and the following Affiliate(s) (Only identify specific affiliates to be included
if fewer than all Affiliates are to be included in the Enterprise):
D Enrolled Affiliate and all Affiliates, with following AffiHate(s) excluded:
b. Please indicate whether the Enrolled Affiliate's Enterprise will include all new Affiliates acquired
after the start of this Enrollment: Exclude future Affiliates
2. Contact information.
Each party will notify the other in writing if any of th e information in the following contact i nfonnation page (s)
changes. The asterisks (*) indicate required fields. By providing contact infonnation , Enrolled Affi liate
consents to its use for purposes of administering this Enrollment by M icrosoft, its Affiliates , and other parties
that hel p administer this Enrollment. The personal information provided in connection with this Enrollment
will be used and protected in accordance with the privacy statement available at
https://www.m icrosoft.com/licensin q/servicecenter.
a. Primary contact. This contact is the primary contact for the Enrollment from within Enrolled
Affiliate's Enterprise. This contact is also an Online Adm inistrator for the Volume Licensing
Service Center and may grant online access to others. The primary contact will be the default
contact for all purposes unless separate contacts are identified for specific purposes
Name of entity (must be legal entity name)* City of Schertz
Contact name* First Jack Last Bluebird
Contact email address* jbluebird@schertz.com
Street address* 1400 Schertz Parkway
City* Schertz
State* TX
Postal code* 78154-1634-
(Please provide the zip + 4, e.g . xxxxx-xxxx)
Country* United States
Phone* 210-619-1180
Tax ID
• indica tes required fields
b. Notices contact and Online Administrator. This contact (1) receives the contractual notices,
(2 } is the Online Administrator for the Volume Licensing Service Center and may grant online
access to others, and (3) is authorized to order Reserved Lice nse s for eligible Online Servies,
including adding or reassigning Licenses and stepping-up prior to a true-up order
EA2020 1 En rGov(US )SLG(ENG)(Oct2019) Page 8of10
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D Same as primary contact (default if no information is provided below, even if the box is not
checked).
Contact name* First Steve Last Williams
Contact email address* swilliams@schertz.com
Street address* 1400 Schertz Parkway
City* Schertz
State* TX
Postal code* 78154-1634-
(Please provide the zip+ 4, e.g. xxxx.x-xxxx)
Country"' United States
Phone* 210-619-1000
Language preference. Choose the language for notices. English
D This contact is a third party {not the Enrolled Affiliate). Warning: This contact receives
personally identifiable information of the Customer and its Affiliates.
*indicates required fields
c. Onllne Services Manager. This contact is authorized to manage the Online Services ordered
under the Enrollment and (for applicable Online Services) to add or reassign Licenses and
step-up prior to a true-up order.
Same as notices contact and Online Administrator (default if no information is provided below,
even if box is not checked)
Contact name*: First Steve Last Williams
Contact email address* swilliams@schertz.com
Phone* 210-619-1000 .
D This contact is from a third party organization (not the entity). Warning: This contact receives
personally identifiable information of the entity.
" indicates required fields
d. Reseller information. Reseller contact for this Enrollment is:
Reseller company name* SHI International Corp.
Street address (PO boxes will not be accepted)* 290 Davidson Ave
City* Somerset
State" NJ
Postal code" 08873-4145
Country• United States
Contact name* Scott Doherty
Phone* 888-764#8888
Contact email address* msteam@shi.com
*indicates required fields
By signing below, the Reseller identified above confirms that all information provided in this
Enrollment is correct.
Signature* Scott Dohert y
Printed name"' Scott Doherty
Printed title*
Date"
*indicates required fields
Changing a Reseller. If Microsoft or the Reseller chooses to discontinue doing business with
each other, Enrolled Affiliate must choose a replacement Reseller. If Enrolled Affiliate or the
Reseller intends to terminate their relationship, the initiating party must notify Microsoft and the
EA20201 EnrGov(US)SLG(ENG}{Oct2019) Page 9of 10
Document X20..10535
other party using a form provided by Microsoft at least 90 days prior to the date on which the
change is to take effect.
e. If Enrolled Affiliate requires a separate contact for any of the following, attach the Supplemental
Contact Information form. Otherwise, the notices contact and Online Administfator remains
the default.
(i) Additional notices contact
(ii) Software Assurance manager
(iii} Subscriptions manager
(iv) Customer Support Manager (CSM) contact
3. Financing elections.
Is a purchase under this Enrollment being financed through MS Financing? 0 Yes, !El No.
If a purchase under this Enrollment is financed through MS Financing, and Enrolled Affiliate chooses not to
finance any associated taxes, it must pay these taxes directly to Microsoft.
EA2C>201 EnrGov{US)SLG(ENG )(Oct2019) Page 10of10
Document X20-10635
Microsoft Volume Licensing
Previous Enrollment(s)/Agreement(s) Form
Entity Name: City of Schertz
Contract that this form Is attached to: State Local Government
For the purposes of this form, "entity" can mean the signing entity, Customer, Enrolled Affiliate,
Government Partner, Institution, or other party entering into a volume licensing program agreement.
Please provide a description of the previous Enrollment(s), Agreement(s}, Purchasing Account(s),
and/or Affiliate Registration(s) being renewed or consolidated into the new contract identified above.
a. Entity may select below any previous contract(s) from which to transfer MSON subscribers
to this new contract. Entity shall ensure that each MSDN subscriber transferred is either
properly licensed under the new contract or is removed.
b. Entity may select below only one previous contract from which to transfer the Software
Assurance {SA) Benefit contact details, i.e., benefits contact (not the SA manager) and the
program codes, to this new contract.
c. An Open License cannot be used to transfer either the SA Benefit details or MSDN
subscribers.
d. The date of the earliest expiring Enrollment/Agreement that contains SA or Online Services
will be the effective date of the new contract {or SA coverage period for Select Plus).
e. Please insert the number of the earliest expiring Enrollment/Agreement with SA or Online
Services in the appropriate fields of the new contract.
Enrol lment/Agreementl Enrollment/Agreement/ P h . A tJAff·i· t Transfer Transfer . . . urc asing ccoun 1 1a e Purchasing AccountlAffihate R . t t' P bl' C t SA Benefit MSDN R . t f 0 . f eg1s ra ion u 1c us omer C t t 5 b 'b eg1s ra ion escnp ion Number on ac u sen ers
Sta a
PrevEnrAgrForrn(WW)(ENG)(Oct2019) Page 1 of1
Document X20-12873
• Microsoft Volume Licensing
Enterprise
Sub 250 Program
Amendment ID W29
The parties agree that the Enrollment is amended as follows:
1. On the first page of the Enrollment¥ the following is added after the
second paragraph:
By entering into this Enrollment, the Enrolled Affiliate agrees that {1) it also has 25 or more Qualified
Devices or Qualified Users; or (2) as a condition of entering into this Enrollment with 25-249 Qualified
Devices or Qualified Users, Enrolled Affiliate has elected not to receive CD ROMs as part of the
Enrollment and therefore no CD ROMs will automatically be shipped. If Enrolled Affiliate is enrolling
with 2&.249 Qualified Devices or Qualified Users and it would like to receive CO ROM Kits and updates,
Enrolled Affiliate may order these through its Reseller for a fee.
The submission of this Amendment can only be placed against a 2011 Enterprise Agreement or an
Enrollment that has the Updated EA Amendment terms and conditions applied. The submittal of this
Amendment may not be contingent on submittal of a new Enterprise Agreement.
2. Section 2a of the Enrollment titled "Order Requirements", is
hereby amended and restated in Its entirety with the following:
a. Minimum Order Requirements. Enrolled Affiliate's Enterprise must have a minimum of
25 Qualified Users or Qualified Devices.
(i} Initial Order. Initial order must include at least 25 Licenses from one of the four groups
outlined in the Product Selection Form.
(ii) If choosing Enterprise Products. If choosing Enterprise Products in a specific group
outlined in the Product Selection Form, Enrolled Affiliate's initial order must include an
Enterprise-wide selection of one or more Enterprise Products or a mix of Enterprise
Products and corresponding Enterprise Online Services for that group.
(iii) Additional Products. Upon satisfying the minimum order requirements above,
Enrolled Affiliate may order Additional Products.
{Iv) Country of Usage. Enrolled Affiliate must specify the countries where Licenses will
be used on its initial order and on any additional orders.
(v) Enterprise Online Services only. If no Enterprise Product is ordered, then Enrolled
Affiliate need only maintain at least 25 Subscription Licenses for Enterprise Online
Services.
3. Software Assurance renewal.
Renewing Software Assurance: If Enrolled Affiliate will be renewing Products
Software Assurance coverage from a separate agreement, check this box.
By checking the above box, a new section is added to the Enrollment entitled "Software Assurance
Addition."
Software Assurance Addition. Enrolled Affiliate is permitted to and will include in its initial order under
this Enrollment Software Assurance quantities from eligible Program's identified in the table below, even
though Enrolled Affiliate is not otherwise eligible to order such Software Assurance without
simultaneously ordering a License.
EAEnrAmend{NA)(ENG}(May201S) Sub 250 Program
W29
0
Page 1 of2
Enrolled Affiliate agrees that any perpetual Licenses received through the New Software Assurance
shall supersede and replace the underlying Licenses, and the underlying Licenses are not to be
transferred separately from any Licenses received through the New Software Assurance. Any remaining
payment obligations with respect to the underlying Licenses shall continue in effect.
~§t.1.1;1.,~M@ili.§i•i§Mffi§§..,..Wi!!.!,l1fui..,
Enterprise 64058050 3/31/2023
EAEnrAmend(f\JA)(ENG)(May2018) Sub 250 Program
W29
0
Page2of2
• Microsoft Volume Licensing
Amendment to Contract Documents
Enrollmen t Number ... '-------~ 5-0000009679971
This amendment ("Amendment") is enter ed i nto between the parties identified on th e attached program
signature form . It amends the Enrollment or Agreement identified above. All terms used but not defined
in this Amendment will have the same meanings provided in that Enrollment or Agreement.
Enterprise Enrollment
Invoice for Quoted Price
Amendment ID M97
The price quoted to Enrolled Affiliate is a fixed price based on an estimated order submission · date.
Microsoft w ill invoice Enrolled Affiliate based on this fixed price quote. If this order is submitted later
than the estimated order submission date, Enrolled Affiliate w i ll be charged for net new Month ly
Subscriptions (including Online Services) for the period during which these services were not provided.
For Indirect models, Pricing to Enrolled Affiliate is agreed between Enrolled Affiliate and Enrolled
Affiliate's Reseller.
SKUNumber SKU Description
7R6-00001 0365 G1 FSA GCC Sub
Per User --
AAA-11924 J 0365 G3 FSA GCC Sub
Per User -
T2N..Q0001 0365 G5 GCC Sub Per
User
U4S-00002 0365 G1 GCC Sub Per
User --
AAA-11894 0365 G3 GCC Sub Per
I P3U-00001
User -
Visio P2 GCC Sub Per
User
HUS-00001 Audio Conferencing Pay I Per Min GCC Sub Per
User
1 Azure Active Directory MQM-00001
Premium P1 GCC Sub
--Per User
MQP-00001 Azure Information
Protection Premium P1
L GCC Sub Per User
AmendmenlApp v4.0
Existing Quantity
-
74
56 --
5
·-
5
55
6
5
--
5
--
10
M97
0
0
0
10
-
5
0
0
0
0
-
Incremental
quantities -
--
-
-
B
Page 1 of2
L SKU Number J SKU Description Ex;sting Qu ~ Incremental
quantities -
M9T-00002 0365 Extra File Storage 25 o
GCC Sub Add-on Extra I
Storage 1 GB --
3KS-00001 J 0365 F3 GCC Sub Per 336 10
-User
7VX-00001 Project PS GCC Sub P~~ 0
-User --
NYH-00001 Teams AC with Dial Out 0 551
US /CA GCC Sub Add-on ----~ --
r
1
-----------~
,
Except for changes made by this Amendment, the Enrollment or Agreement identified above remains
unchanged and in full force and effect. If there is any conflict between any provision in this Amendment
and any provision In the Enrollment or Agreement identified above, this Amendment shall control.
Q his Amendment must be attached to a signature form to be va_li_d_. ~
Microsoft Internal Use Onl :
(M97)EnrAmend(lnd)(lnvoiceforQuotedPrice)(
WW ENG Jan2023 v2 JU .docx
AmendmentApp v4.0 M97
M97 B
B
Page 2 of2
Enterprise Enrollment Product Selec1 ion Form Microsoft I Volume Licensing
Proposal ID Enrollment Number
1284073.004
Language: English (United States)
Enrolled Affifiate's Enterprise Products and Enterprise Online Services summary for the initial order:
Profile Qualified Devices Qualified Users Device I User Ratio Enterprise Product Platform
Enterprise 210 210 1.0
Products Enterprise Quantity
Office 365 Plans
0365 GS GCC
0365 G1 GCC FromSA
0365 G3 GCC FromSA
0365 G1 GCC
0365G3 GCC
Enrolled AfflUate's Product Quantities:
Price Group 1 2 3
Enterpr1H Products Office Professiorn11 Plus + M365 Apps Client Aecess Licen se + Office Client Access
~or Enlerprise + Office 365 (Pla ns E3 365 {Plans E 1, E3 and ES )+ License+ W indows
and E5} + Microsoft 365 Enterprise Microsoft 365 Enterprise Jntune + EMS USL +
Microsoft 365
Enterprise
Quantity 121 210 0
Enrorled Afflllate's Price Level:
Prod uct Offering I Pool
Enttrprise Products and Enterprise Onlin• Services USLs : Unless otherwise indicated in associated ccntract documents, Price level set
using the highes1 quantity from Group6 1 through 4.
Additional Product Appllcatlon Pool : Unless otherwise indicated in associated contract documents, Price level set using quantity from Group
1.
Additional Product Server Pool: Unless otherwise indicated in associated contract documenlS, Price level set using the highest quantity from
Group 2 or 3.
EA-EASProdSelForm(WW )(ENG)
CAL Licensing Model
User Licenses
5
74
56
15
60
4
Win E3 + Win E5 +
Win VOA + Microsoft
365 En terpri se
0
Price Level
D
D
D
Page 1of2
MS Quote
Enterprise Enrollment Product Selection Form Microsoft I Volume Licensing
Additional Product Systems Pool: Unless otherwise indicated in associated contract documents. Price level set using quantity from Group 4.
D
Notes
Unless otherwise indicated in the associated contract documents. the price lever for each Product offering I pool is set as described above, based upon the quan1ity to
price level mapping below:
Quantity of Licenses and Software Assurance Price Level
2,399 and below A
2,400 to 5,999 B
6,000 to 14.999 c
15,000 and above D
Note 1: Enterprise Online Services may not b& available Jn all locations. Please see !he Product List for a list of locations where these may be purchased.
Note 2: If Enrolled Affiliate does not order an Enterprise Product or Enterprise Online Service associated with an applicable Product pool, lhe price level for Additional
Products in the same pool will be price level "A" throughout the term of the Emollment. Refer to the Qualifyin9 Government Entity Addendum pricing provisron for more
details on price leveling.
EA-EASProdSelForm(WW)(ENG)
Page2 of 2
MS Quote
GS
TX-City of Schertz
Korrin Bond
Phone : (210)619-1187
Fax :
Email: kbond@schertz.com
All Prices are in US Dollar (USD)
Product
1 Audio Conferenci ng Pay Per Min GCC Sub Per Use r
Microsoft -Part#: HUS-00001
Contract Name: Microsoft Software VAR
Contract#: OIR-TS0-4092
Coverage Term: Apr-01-2023 -Mar-31-2024
Note: Year 1 of 3 Renewal
2 Azure Active Directory Premium P1 GCC Sub Per Use r
Microsoft -Part#: MQM -00001
Contract Name: Microsoft Software VAR
Contract#: DIR-lS0-4092
Coverage Term : Apr-01-2023 -Mar-31·2024
Note: Year 1 of 3 Renewal
3 Azure Information Protection Premium P1 GCC Sub Per User
Microsoft· Part#: MQP-00001
Contract Name: Microsoft Software VAR
Contract#: DIR·TSC>-4092
Coverage Tenn: Apr--01 -2023 -Mar-31-2024
Note: Vear 1 of 3 Renewal
4 0365 Extra F~e Storage GCC Sub Add-on Extra Storage 1 GB
Microsoft -Part#: MST-00002
Contract Name: Microsoft Software VAR
Contract#: DIR-TS0-4092
Coverage Tenn: Apr-01-2023 -Mer-31-2024
Note: Year 1 of 3 Renewal
5 0365 F3 GCC Sub Per User
Microsoft -Part#: 3KS-00001
Contract Name: Microsoft Software VAR
Contract#: DIR· TS0-4092
Coverage Tenn : Apr-01-2023-Mar-31-2024
Note: Year 1 of3 Renewal
6 0365 G1 FSA GCC Sub Per User
Microsoft-Part#: 7R6-00001
Prici ng Proposal
Quotation#: 22960655
Reference #: EA# 64058050 Renewal
Created On: Jan-13-2023
Valid Until: Jan-31·2023
Microsoft Inside Account
Manager
Vivien Cruz
290 Davidson Ave.
Somerset. NJ 08873
Phone :732-868-5926
Fax:
Email: vlvlen_cruz@shi.com
Qty Your Price Total
5 $0.00 $0 .00
5 $55.99 $279 .95
10 $18.66 $186.60
25 $2.95 $73.75
346 $37.33 $12,916 .1 8
74 $71.71 $5,306.54
Contract Name: Microsoft Software VAR
Contract#: DIR-TS0-4092
Coverage Term: Apr--01-2023-Mar-31-2024
Note: Year 1 of 3 Renewal
7 0365 G1 GCC Sub Per User
Microsoft -Part#: U4S-00002
Contract Name: Microsoft Software VAR
Contract#: OJR-TS0-4092
Coverage Term: Apr-01-2023 -Mar-31-2024
Note: Year 1 of 3 Renewal
8 0365 G3 FSA GCC Sub Per User
Microsoft-Part#: AAA-11924
Contract Name: Microsoft Software VAR
Contract#: DIR-TS0-4092
Coverage Term: Apr-01-2023-Mar-31-2024
Note: Year 1 of 3 Renewal
9 0365 G3 GCC Sub Per User
Microsoft· Part#: AAA-11894
Contract Name: Microsoft Software VAR
Contract #: DIR-TS0-4092
Coverage Term: Apr-01-2023-Mar-31-2024
Note: Year 1 of 3 Renewal
10 0365 G5 GCC Sub Per User
Microsoft-Part#: T2N--00001
Contract Name: Microsoft Software VAR
Contract#: DIR-TS0-4092
Coverage Term: Apr-01 -2023-Mar-31-2024
Note: Year 1 of 3 Renewal
11 Project PS GCC Sub Per User
Microsoft -Part#: ?VX-00001
Contract Name: Microsoft Software VAR
Contract#: DIR-TS0-4092
Coverage Term : Apr-01-2023 -Mar-31-2024
Note: Year 1 of 3 Renewal
12 Visio P2 GCC Sub Per User
Microsoft· Part#: P3U--00001
Contract Name: Microsoft Software VAR
Contract#: DIR-TS0-4092
Coverage Term : Apr--01-2023 -Mar-31-2024
Note: Y ear 1 of 3 Renewal
15 $85.46 $1,281.90
61 $202.36 $12,343.96
60 $237.72 $14,263.20
5 $406.68 $2,033 .40
11 $505.89 $5.564.79
6 $138.51 $831.06
Total $55.081 .33
Additional Comments
Please note, if Emergency Connectivity Funds (ECF) will be used to pay for all or part of this quote, please let us
know as we will need to ensure compliance with the funding program.
Hardware items on this quote may be updated to reflect change& due to Industry wide constraints and
fluctuations.
The products offered under this proposal are resold in accordance with the terms and conditions of the Contract referenced under
that applicable line item.