Calistoga City Council
July 30, 2024

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp.

Ixia - 3 Certifications
Juniper - 28 Certifications
Ivanti - 10 Certifications
Lenovo - 26 Certifications
LogRhythm - 3 Certifications
Mellanox - 2 Certifications
Metastorm - 1 Certification
Microsoft - 1090 Certifications
Motorola - 8 Certifications
NetApp - 26 Certifications
NetIQ - 6 Certifications
Nimble - 7 Certifications
Novell - 11 Certifications
Nutanix - 7 Certifications
Oracle - 340 Certifications
Other - 30 Certifications
Polycom - 14 Certifications
ProCurve - 6 Certifications
Proofpoint - 3 Certifications
Pure - 5 Certifications
Qlogic - 5 Certifications
Quantum - 2 Certifications
Quest Software - 1 Certification
Red Hat - 18 Certifications
RSA - 33 Certifications
SANS.ORG - 1 Certification
ScriptLogic - 2 Certifications
Security Horizon - 2 Certifications
SimpliVity - 5 Certifications
Sonicwall - 2 Certifications
Splunk - 6 Certifications
Sun Microsystems - 65 Certifications
Symantec - 142 Certifications
Tegile - 2 Certifications
Trellix- 92 Certifications
Trend Micro 5 Certifications
Veeam 10 Certifications
Vision Solutions 1 Certification
VMware 30 Certifications
Watchguard 1 Certification
Websense 18 Certifications
For additional certifications, please see the Technical Certifications document in the response portal.
18 Provide all "Suspension or Debarment"
information that has applied to your
organization during the past ten years.

To the best of our knowledge, SHI has not been suspended or disbarred on any contracts like what is being requested by Sourcewell. * Table 3: Industry Recognition & Marketplace Success
Line
Item Question Response *
19 Describe any relevant industry awards or
recognition that your company has received
in the past five years
SHI is committed to providing world-class support to our clients. Awards and accolades validate the next-level partnership SHI brings to our clients in hardware, software, and services. Our partners, vendors, and clients have generously recognized SHI for its exceptional quality, service, and partnerships. SHI has been recognized as a top partner by OEMs such as Cisco, Dell, HP, Intel, and Microsoft, and as a leader in the industry by organizations such as CRN. Focusing on the employee experience, SHI is a top employer named by such organizations as Forbes and Austin American-Statesman. Our ESG efforts to assist customers in achieving their diversity and sustainability goals have earned awards from customers such as Verizon and Cushman & Wakefield and partners such as HP and Ingram Micro.

For additional information about our awards and accolades, please visit SHI.com. 2023 Awards
• Cohesity Global Cloud Services Partner of the Year
• Forbes' America's Best Midsize Employers
• HP US Personal Systems NSP of the Year
• NetApp Cloud Partner of the Year
• Oracle LAR of the Year, North America, Oracle Linux & Virtualization • SolarWinds North America Transform Partner of the Year Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. • SolarWinds North America Breakthrough Award
• SolarWinds North America Excellence in Customer Retention • SolarWinds North America Excellence in Subscription Sales • Tenable Information & Systems Management Partner of the Year Awards • Tenable North America - Top Overall State and Local Partner • Trend Micro Enterprise Partner of the Year
• Veritas Top Growth National Business Partner
• VMware Partner Value Award for the Americas Region
2022 Awards
• Austin American-Statesman Top Workplaces
• BeF5 Partner of the Year
• Cisco Americas Security Partner of the Year
• Cisco Security Partner of the Year
• Citrix Partner of the Year - Large Account Provider
• CRN Tech Elite 250
• Cushman & Wakefield - Diverse Vendor of the Year
• EcoVadis Bronze Medal
• Fortinet North American Partner of the Year Award
• Fortinet Partner of the Year
• GoTo Resolve Pro
• Ingram ITAD Partner of the Year
• Juniper Partner of the Year - Americas Theater Overall • Kong Americas Regional Partner of the Year
• Microsoft Surface Solutions Award
• Palo Alto Networks SASE Partner of the Year
• Pure Storage Americas Most New Customers Partner of the Year • Rapid 7 North America Cloud Security Partner of the Year • Rapid7 North America Partner of the Year
• SentinelOne Momentum Partner of the Year
• Symantec Partner of the Year - Identity Management
• Tanium Growth Partner of the Year
• Tenable North America Top Overall Partner & Top Overall State and Local Partner
• Trend Micro Enterprise Partner of the Year
• Varonis Growth Partner of the Year
• Verizon Partner Network Marketing Excellence Award
• Zoom US & Canada Reseller Partner Award
2021 Awards
• Cohesity Global SaaS Partner of the Year
• CRN UK Women in Channel Awards - Gender Parity Award
• Dell Partner of the Year
• Intel US Channel Partner of the Year
• Lantronix Strategic Edge Partner of the Year, North America • Microsoft Digital Marketing Partner of the Year
• Microsoft North American Digital Marketing Partner of the Year - Strategic Device Reseller Award
• Microsoft North American Partner of the Year - Windows 10 • Microsoft Partner of the Year - Microsoft Surface Hub Reseller of the Year • Microsoft Top Surface Hub Revenue YoY Growth - Reseller • Microsoft US (MSUS) Partner Award in Modern Endpoint Management • Microsoft US Surface Transformation Partner of the Year • Rapid 7 North America Partner of the Year
• Thales Business Partner of the Year, North America
• Zoom US & Canada Partner of the Year
• Zoom US & Canada Reseller of the Year
2020 Awards
• Austin American-Statesman Top Workplaces
• Commercial Partner of the Year at Cisco Partner Summit Digital - Americas • Cradlepoint Partner of the Year
• Forbes America's Best Employers For Women
• Fortinet Partner of the Year - US
• Intel US Channel Partner of the Year
• Intel US Partner of the Year - National - Innovation
• JetBrains Partner Awards - World65 bwide Surface Resiliency Partner of The Year
• Microsoft US Device Sales Growth Partner of the Year - Fiscal Year • NJBIZ Top 25 Women-Owned Businesses
• Nutanix Trail Blazer Award
• Opengear - Elite Partner of the Year
• Panasonic - Rising Star Award
• Pure Storage Partner of the Year
• Samsung Installation of the Year - Mobility
• Tenable's Top Overall Partner of the Year in North America *
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. • Thales Business Partner of the Year, North America
• Veeam Impact Partner Award - Impact Partner of the Year • Veritas Top National Business Partner Overall - Americas • Verizon Supplier Sustainability Award
• Vertiv Growth Through Innovation Award
2019 Awards
• Adobe Digital Media Worldwide Partner of the Year
• Austin American-Statesman Top Workplaces
• Cisco Central Commercial Partner of the Year
• CRN's Managed Service Provider 500 - Elite 150 Category • Dell Technologies Transformational Partner of the Year • FireMon Ignite Partner Award - Growth Partner of the Year • Forbes Best Employers for Diversity
• GMIS International Partner Award Diamond Level
• Intel Partner of the Year for Marketing: Training for Results - Sales • Intel Partner of the Year for Vertical Solutions: Client Solution - National Solution Provider
• Microsoft Partner of the Year Award (MSUS Awards): Modern Workplace, Modern Desktop Award
• Microsoft US Surface Transformation Reseller of the Year • MSI Outstanding Channel Partner Award
• Pure Storage Top Net New Logo Partner of the Year Award • Ranked 10th on CRN's Solution Provider 500
• SOPHOS Cloud Partner of the year
• Zoom Partner Innovation Award
20 What percentage of your sales are to the
governmental sector in the past three years
In 2022, the Public Sector accounted for over $3.7 billion of SHI's $14 billion total company revenue. The percentage of company revenue in governmental sales earned over the past five years is:
2022: 18%
2021: 21%
2020: 20%
*
21 What percentage of your sales are to the
education sector in the past three years
In 2022, the Public Sector accounted for over $3.7 billion of SHI's $14 billion total company revenue. The percentage of company revenue in education sales earned over the past five years is:
2022: 7%
2021: 9%
2020: 8%
*
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

Bid Number: RFP 121923 Vendor Name: SHI International Corp.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 22 List any state, provincial, or cooperative SHI manages hundreds of contracts for customers in the public sector space. We purchasing contracts that you hold. What is have provided sales for our top ten revenue contracts for the past three years. In the annual sales volume for each of these addition to the information provided here, a full list of our contracts by state can be contracts over the past three years? found at:
https://www.shi.com/Contract/PSContract/ContractHome
National Cooperative
• 2020 - $433,524,175.00
• 2021 - $432,367,332.00
• 2022 - $474,912,261.00
National Cooperative
• 2020 - $117,246,848.00
• 2021 - $242,276,114.00
• 2022 - $428,741,315.00
National Cooperative
• 2020 - $119,276,838.00
• 2021 - $215,559,364.00
• 2022 - $297,216,161.00
National Cooperative
• 2020 - $49,516,736.00
• 2021 - $98,356,960.00
• 2022 - $162,616,951.00
National Cooperative
• 2020 - $109,667,754.00 *
• 2021 - $94,519,443.00
• 2022 - $66,158,438.00
National Cooperative
• 2020 - $105,605,584.00
• 2021 - $106,272,231.00
• 2022 - $36,249,883.00
National Cooperative
• 2020 - $51,110,983.00
• 2021 - $69,945,461.00
• 2022 - $117,824,104.00
State Contract
• 2020 - $137,405,364.00
• 2021 - $79,536,085.00
• 2022 - $43,431,618.00
State Contract
• 2020 - $79,162,748.00
• 2021 - $77,934,115.00
• 2022 - $54,871,606.00
State Contract
• 2020 - $64,141,338.00
• 2021 - $63,818,564.00
• 2022 - $69,121,433.00
23 List any GSA contracts or Standing Offers GSA
and Supply Arrangements (SOSA) that you • 2020 - $19,629,342.02 hold. What is the annual sales volume for
each of these contracts over the past three
• 2021 - $13,876,322.68
• 2022 - $6,492,695.32 *
years?
SHI does not have any SOSA agreements.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp.

Table 4: References/Testimonials
Line Item 24. Supply reference information from three customers who are eligible to be Sourcewell participating entities.

Entity Name * Contact Name * Phone Number *
NJ Transit Renzo Sosa, Director, IT Contracts 973-491-7612 [email protected] *
University of Georgia Ryan Dekle, Procurement Specialist 706-542-7113 [email protected] *
NY-Erie 1 BOCES, Western New York
Regional Information Center (WNYRIC)
Julie A. Bray, Project Manager 716-923-6512
[email protected] *
Fulton County, GA Anne Wilson, IT Vendor Relationship Manager - Department of Technology
404-612-7294
[email protected]
City of Little Rock, AR Vitesh Patel, Procurement Manager - Finance Department
501-371-6838
[email protected]
Table 5: Top Five Government or Education Customers
Line Item 25. Provide a list of your top five government, education, or non-profit customers (entity name is optional), including entity type, the state or province the entity is located in, scope of the project(s), size of transaction(s), and dollar volumes from the past three years.

Entity Name Entity Type *
State /
Province *
Scope of Work * Size of Transactions *
Dollar Volume Past Three
Years *
Not Required Government New York - NY All IT products and services $8-$32.3M $ 567,127,119.76 * Not Required Government Louisiana - LA All IT products and services $4-$9.2M $ 216,861,697.19 * Not Required Government Missouri - MO All IT products and services $3-$17M $ 152,833,261.14 * Not Required Government Oregon - OR All IT products and services $12-$10.2M $ 76,774,805.93 * Not Required Education New Jersey - NJ All IT products and services $4-$1.5M $ 36,539,525.56 * Table 6: Ability to Sell and Deliver Service
Describe your company's capability to meet the needs of Sourcewell participating entities across the US and Canada, as applicable.

Your response should address in detail at least the following areas: locations of your network of sales and service providers, the number of workers (full-time equivalents) involved in each sector, whether these workers are your direct employees (or employees of a third party), and any overlap between the sales and service functions.

Line
Item Question Response *
26 Sales force. SHI possesses not only the necessary capabilities but also the needed enthusiasm to cater to the needs of Sourcewell members from across the U.S. and Canada. Our ethos at SHI grows from our team members and they remain our greatest asset. Our sales force provides exceptional customer service and support to Sourcewell members.

To remain successful for Sourcewell members, we will stay flexible in our approach and will engage with each member on an individual basis; we understand that one size does not fit all, and that philosophy is apparent in our sales structure. In terms of organization, we have retained a small business feel to remain agile for our customers. We operate successfully with minimal layers of management, and we empower our sales teams to make decisions that are in the best interest of their customers.

Our Team Structure
With a desire to meet the unique needs of our various public sector customers, we have structured our public sector business unit into four divisions, including:
• Federal
• State and Local Government
• Education
• Healthcare
Sales Leadership
SHI recognizes the value and agility that comes from working closely with your selected partner. That's why, to best support our customers, we have split our public Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. sector into regions. We have over 250 salespeople who are focused on government, education, and healthcare. SHI's Senior Public Sector Sales Vice President oversees four regional Vice Presidents (VPs)-education west and east, and government west and east, who directly manage the District Managers and Account Executives in their territory. This allows for more flexibility and faster decision-making, so SHI can provide Sourcewell's members with a small business feel.

Public Sector Field Team
The Public Sector Field team supports state and local government, K-12, higher education, federal, and public healthcare entities across the country. Customers in the public sector are supported by an Account Executive (AE), who lives and works in the territory, and a dedicated inside sales team.

SHI provides a comprehensive customer support plan to ensure we are meeting each customer's needs. Our AEs are empowered to make decisions when it comes to customer support, and they have the autonomy to resolve issues as they arise. In addition, District Managers (DM) are engaged with the account teams to provide executive-level support and to meet with customers as needed.

Regular and transparent communication with customers helps us provide tailored support. AEs meet with the Sourcewell member contract users to review their business with SHI. During these review meetings, we discuss purchase history and the customer's future plans. With open discussions, SHI can provide significant value in supporting members' initiatives and will engage the support teams as needed to help meet their goals and objectives.

Public Sector Inside Team
Our Public Sector Inside team focuses on supporting the needs of smaller local government, K-12, and higher education institutions nationwide and offers personalized attention regardless of organizational size. These customers often are overlooked by large resellers, though they have the same needs as their larger counterparts. Based at our global headquarters in Somerset, New Jersey, the Public Sector Inside team supports customers' needs from start to finish.

Canadian Public Sector Sales
With over 20 years of experience in the Canadian marketplace, SHI maintains several offices and a team of 20 people including directors, managers, field sellers, and sales support including field service executives who provide pre-sales support, solution architecting, and engineering across SHI's full portfolio.

Our Canadian Public Sector team supports Federal, Provincial, Municipal, Healthcare, Education, Agencies, Boards and Commissions. This sales team is comprised of one District Sales Manager with over 35 years of experience in the Public Sector, three Field Account Executives with up to 24 years of experience and one Business Development Manager with over 10 years of experience in Public Sector. This team is backed by Inside Account Managers who support day-to-day quote requests, returns, and general inquiries. We provide a comprehensive customer support plan to ensure we meet each members' needs as part of our presence in Canada.

We also have six Inside Account Executives who are phone-based sellers covering Canada to augment the field sellers.

And our Canadian presence is growing! We continue to look to expand our field sales presence in the Public Sector in the coming months. *
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. *
27 Dealer network or other distribution
methods.

To support Sourcewell members' need for reliable stock, we have an abundant and broad community of distributors and partners. We work loyally to maintain relationships with both our large IT distributors (Ingram Micro and TD SYNNEX) as well as smaller, local distributors and manufacturers directly. Regardless of where we source products, SHI always looks for opportunities to save our customers money. In addition to leveraging our partner relationships for savings at the vision and design phases, our sales teams review our distributors' stock to source products from the supplier with inventory in the closest proximity to the customer, at the lowest price.

Most products are delivered within three to five business days of order placement.

We have sourcing specialists on our procurement team who monitor purchase orders with our partner and distributor community to ensure that no savings have been missed. In many instances, our sourcing specialists can aggregate purchases for a specific partner or product across multiple transactions or even across multiple customers to realize a lower overall cost.

SHI also maintains two integration centers/warehouses in Piscataway, NJ, which can securely store the Members' inventory for configuration and integration services. The combination of our warehouse/integration centers, as well as our relationships with our major distributors, allow us to provide efficient product delivery across the country. SHI's distribution model reduces time to market and decreases the overhead costs of maintaining additional warehouses, subsequently allowing us to offer our customers an aggressive pricing model.

Our major distribution centers are located strategically in:
• Fontana, CA
• Los Angeles, CA
• Ontario, CA
• Miami, FL
• Atlanta, GA
• Suwanee, GA
• Chicago, IL
• South Bend, IN
• Swedesboro, NJ
• Jonestown, PA
• Memphis, TN
• Dallas, TX
• Fort Worth, TX
SHI receives electronic feeds from these major distributors as well as the top publishers/OEMs in the industry. We include advertised list price in our catalog and have based our discounts off this pricing.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. *
28 Service force. To anticipate the needs of our clients, we proactively invest in solution-based resources and capabilities that help our customers achieve their digital transformation goals. For example, we are adding practices around IOT and data analytics/machine learning.

The requirements for effective IT have transformed. In response to this shift, and working from our customer-centered foundation, SHI developed solution-based support teams. These teams have common goals to identify a customer's needs, help them acquire the right technology, and facilitate the adoption of that technology in the customer's environment. SHI has technical expertise around our entire portfolio of services and products, ensuring we are prepared to meet all Sourcewell members' IT needs.

Our services and support resources include:
• Field Solutions Engineers: SHI employs a team of solution engineers with more technical expertise to collaborate directly with AEs and be the first point of contact for more in-depth technical discussions.
• Advanced Solutions Group (ASG): This group has the agility and expertise to help design, build, test, and deploy hardware, cloud, and software solutions in synchrony with other support teams. They aim to help customers execute their mission and educate end users by getting the right technology to the right people at the right time. These teams are organized into the solution practice groups below:
• End-User/UCC
• Cloud Design, Adoption, Optimization and Management
• Data Center Technologies - Server/Storage/Backup
• Networking - Core, Edge, and Transport
• Security Solutions
• SHI Training: SHI's training team provides on-site, online, or on-demand technical, end-user, and professional development training, complementing our other services seamlessly. We offer the skills and knowledge our customers need to improve their adoption and consumption of technology and increase their return on investment. SHI offers full-service training to meet technology's growing demands. • Software and Hardware Partner Support Organizations: SHI has the largest team of hardware, software, and licensing specialists in the industry. Our award-winning team of licensing specialists has the expertise to manage the varied features of the publisher licensing programs and are available to help customers select licensing programs, execute agreements, and support the agreement lifecycle. SHI also has dedicated teams that support over 100 strategic and emerging technology partners to assist in evaluating hardware features, sourcing, and obtaining demos.

Leveraging the expertise of our established, esteemed, and highly certified service and support teams, SHI aims to continue being a trusted advisor to your members.

With our proven 'Select, Deploy, Manage' methodology, we pledge to maintain harmonious collaboration with Sourcewell members. We will oversee each project from inception through successful implementation to completion, identifying potential cost savings at every phase of the project lifecycle and continuing our ongoing contract.

Professional Services Delivery
SHI provides services in one of three ways:

1. SHI Delivered Services - our internal delivery resources are based in NJ and across the country. This team is comprised of over 600 technical experts who collectively hold 3,000 certifications for various products and solutions.

2. Partner Delivered Services - SHI can resell partner services. In this case, we rely on employees of that partner or contractors of that partner.

3. Service Partner Network - SHI maintains an Elite Partner network of service providers across the U.S. and Canada. These partners are vetted and managed carefully by SHI to ensure customer satisfaction and success. Currently, our Elite Network is comprised of 50 partners. Furthermore, we also collaborate with external Service Partners at a customer's request. Often, our customers have established relationships with local partners, and in these cases, SHI will eagerly join with that partner to provide services on contract.

Our capability for services is extensive, and with resources across the country and Canada, SHI facilitates services in almost every IT Solution area.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

Bid Number: RFP 121923 Vendor Name: SHI International Corp.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 *
29 Describe the ordering process. If orders
will be handled by distributors, dealers or
others, explain the respective roles of the
Proposer and others.

SHI International Corp., SHI Canada, and SHI Government Solutions will be responsible for handling all orders submitted by Sourcewell members. SHI also reserves the right to add additional fulfilment partners upon award of a contract in conjunction with Sourcewell member needs.

SHI accepts orders via Purchase Order (PO) submitted via email or fax, phone orders may be placed with credit cards and orders can also be processed through shi.com by shopping directly through the catalog or completing a purchase by having an SHI quote published to your specific account. The web catalog will include all products available under the scope of the contract allowing members to acquire the most current products for their needs.

Regardless of the method of submission (email, fax, web), the order is routed to your dedicated Inside Sales Team for validation and the management of the order process. Upon receipt, the Inside Account Manager (IAM) will review the order to ensure it is complete and can be processed. If the order is not valid for any reason, the IAM will contact the customer within 2-4 business hours to request any necessary information. If lower pricing is available, the IAM will inform the customer and pass the lower price on. In a case where a price has increased, SHI will honor the price if the order is placed within 30 days of the original quote. If the quote has expired, SHI will make a best effort to work with the manufacturer to honor the price.

Your dedicated sales team will enter all valid orders on the same day they are received. An automatic order confirmation will be generated and sent to the end user listed on the purchase order, as well as any other contacts the customer has designated. We can customize the information on the order acknowledgment email and can include all information required by the customer.

Once an order is entered, it is then directed to SHI's Procurement Department for processing. This team is then responsible for placing the order with the appropriate distributor or manufacturer. The orders are sent electronically and confirmed, and all orders are placed within 24 hours of being received. Should there be a change in the delivery time, the Procurement team will notify the sales team immediately. At that point, we will reach out to the end user to discuss options.

Should a product not be available at the time of order placement, the Inside Account Manager will reach out to the contact who placed the PO and advise that contact on all the options available. No substitutions will be ordered unless we have express, written authorization to do so by the end user.

We have the flexibility to bill upfront, in arrears, or on a payment plan depending on the requirements of each purchase. We will have these discussions before the quote process takes place and confirm again before we enter the purchase order.

In this way, we will alleviate incorrect billings. In the rare case that something is incorrectly billed, the customer can reach out to their sales team, and they will work with our Accounting Department to resolve it.

SHI can accommodate sending either hard copy invoices, electronic invoices, or both.

Summary billing is also available. We will accommodate changes at any time.

Invoices will be sent only after the products have been delivered.

SHI has also worked with Sourcewell to set up a store on the new Buy Sourcewell online platform with punchout options for your members. This is yet another purchasing avenue for Sourcewell members.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. *
30 Describe in detail the process and
procedure of your customer service
program, if applicable. Include your
response-time capabilities and
commitments, as well as any incentives
that help your providers meet your stated
service goals or promises.

SHI provides a comprehensive customer support plan to ensure we are meeting each customer's needs. Customers are supported by a dedicated AE and a dedicated inside sales team. Field territories are structured vertically and geographically.

Each AE is supported by a team of IAMs who maintain direct relationships with the customers. SHI's AEs are empowered to make decisions around the support of their customers, and they have the autonomy to resolve issues as they arise. Because our AEs ensure customer satisfaction, SHI can provide high-quality customer service and ensure efficient and effective response to questions and issues. In addition, the SHI regional directors are engaged with the account teams to provide executive-level support and to meet with customers as needed.

SHI recognizes that effective communication is the cornerstone of customer service.

Our dedicated account teams are committed to fully support their customers with accessible, courteous, responsive, and seamless customer service.

Below we outline our standard procedures and response times:
• Call answered in a timely manner: Sourcewell's calls are directed to your dedicated IAM. In the case your dedicated IAM is helping another customer, calls are directed to voicemail. If the customer has an urgent request, they can escalate their request to the inside sales team manager or AE for immediate assistance. • Email and voicemail response: All emails and voicemails are answered or returned within two to four business hours.
• Quotes Turnaround: Quotes from the customer's standard catalog are fulfilled within eight business hours. For quotes requested for items which are third-party source/weird ware items, the IAMs reply to customer requests within two to four hours, confirming receipt of request and relaying to the customer they are working on their request and notifying them of additional time the request may take because of external factors-such as awaiting vendor response or additional required information from the customer.
• Process orders within 24 hours of receipt (unless additional information is required).
• Order entry accuracy: SHI accurately enters purchase orders into the system 98 percent of the time based on monthly data.
• Provide daily updates on any pending requests.
• DOA Devices: If an item is DOA, SHI works with the OEM to provide a working product within the OEM's DOA policies.
• Order received to product shipment: The total turnaround from order receipt to shipment for 90 percent of all standard orders is 15 days. Should we expect a delay because of large quantity, complexity, product constraint, etc., SHI communicates the expected timeline with the end user who placed the order and follows up consistently until the product is delivered.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. 31 Describe your ability and willingness to
provide your products and services to
Sourcewell participating entities in the
United States.

Aiming to best support the needs of over 50,000 members, Sourcewell seeks partnerships that deeply understand and are dedicated to serving these diverse groups. Members span various sectors, including state and local government, tribal government, public and private K-12 and Higher Education, public healthcare, and nonprofit organizations.

Each industry has unique IT needs, requiring an experienced and resourceful solutions provider. With its comprehensive capabilities and dedication, SHI stands ready and eager to serve each of these sectors by providing tailored IT solutions and consistent support. As the incumbent and current partner to Sourcewell and its members, SHI is passionate about this contract and is committed to developing impactful current and future IT solutions for each member.

To achieve this, we will deliver the following:
• A dedicated Capture and Business Development Manager who focuses on championing this contract internally with our SHI sales teams, joining calls with customers to answer questions about the contract, and connecting resources internally and with Sourcewell as needed.
• Knowledgeable staff who have worked with Sourcewell and its members and understand the challenges you face, enabling you to facilitate a better buying vehicle for your members.
• A global solutions provider with experience in the public sector who can accommodate a nationwide demand for products and services. • A dedicated partner who can provide consistent, comprehensive solutions, providing high quality, cost effectiveness, and reduction of risk. • A complete catalog of products and services with competitive pricing that supports members no matter where they are in their IT journey.

With a dedicated team of sales, technical advisors, and contract specialists available to assist members throughout the nation, SHI is well positioned to be your valueadded partner-supporting Sourcewell's vision "to empower community success." SHI is excited about the opportunity to continue working with Sourcewell and your members. Our current contract has been a huge success because of our ability to offer thousands of OEM's and hundreds of different service offerings to your members. Upon award SHI will continue providing the entire breadth of our catalog to your members across the United States.
*
32 Describe your ability and willingness to
provide your products and services to
Sourcewell participating entities in Canada.

SHI will enthusiastically provide products and services to Sourcewell members in Canada.

Our Canadian Public Sector team supports Federal, Provincial, Municipal, Healthcare, Education, Agencies, Boards and Commissions. This sales team is detailed more in response to question number 26.

Working with the sales team, we have three in-country field solution engineers - one focuses on UCC, one on Data Center, and the other on Security. SHI currently employs four Microsoft Licensing Executives and one Cisco business development representative dedicated specifically to Canada.

Our Canadian team uses partners where possible that are vetted through our services team to ensure they have the requisite capabilities to deliver tangible business outcomes to our customers. Our primary partnership is with Zanaris (https://www.zanaris.com/) and we are also developing a partnership with Jolera (https://www.jolera.com/). Beyond that, we will leverage our internal teams to deliver services like cloud cost optimization, architecture reviews, and rapid server migration.

We also have a broad network of Canadian distribution partners from whom we source products including Ingram Canada, TD SYNNEX Canada, D&H Canada Climb Channel Solutions Canada, and Dell Canada Inc.
*
33 Identify any geographic areas of the United
States or Canada that you will NOT be
fully serving through the proposed contract.

SHI will fully serve and actively promote an awarded contract to all eligible members.

With over 250 sales team members supporting across the US, including Hawaii and Alaska, SHI is positioned to serve all geographic areas of Sourcewell's proposed contract.

Our mission is to instill a comprehensive understanding of the contract, terms, and conditions among our AEs in every region. This knowledge base will equip them with the ability to provide unparalleled support to Sourcewell members. SHI is poised to provide extensive training to educate your members across all geographic areas of a new contract.
*
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. 34 Identify any Sourcewell participating entity
sectors (i.e., government, education, not-forprofit) that you will NOT be fully serving through the proposed contract. Explain in
detail. For example, does your company
have only a regional presence, or do other
cooperative purchasing contracts limit your
ability to promote another contract?
We commit to actively marketing and endorsing this contract, ensuring we increase visibility to all Sourcewell members without exception. We will serve all Sourcewell participating entities that our sales teams support.
*
35 Define any specific contract requirements
or restrictions that would apply to our
participating entities in Hawaii and Alaska
and in US Territories.

SHI does not have any contract restrictions for members in Hawaii, Alaska, or the US Territories. In fact, we have an Account Executive who lives in Alaska, Marla Thompson, who supports government customers. Pete Kim, who lives in California, is the field government Account Executive for Hawaii. All education customers in Alaska and Hawaii are supported by our Public Sector Inside Account Executives. *
Table 7: Marketing Plan
Line
Item Question Response *
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. 36 Describe your marketing strategy for
promoting this contract opportunity.

Upload representative samples of your
marketing materials (if applicable) in
the document upload section of your
response.

We are thrilled by the opportunity to continue to promote and market our Sourcewell partnership. We know the vital importance of marketing contracts and reaching all eligible Sourcewell members, and we will apply our tangible, demonstrated experience supporting the unique requirements of procurement organizations to marketing and promoting this contract.

Throughout our current contract, we have worked diligently to market the Sourcewell contract both internally and externally. The Sourcewell Capture & Business Development Manager, Tory Pubylski, recorded and posted several internal trainings for all sales teams selling on the Sourcewell contract and even recorded a sequence of video trainings with our Supplier Development Administrator in the Sourcewell studios as quick, digestible nuggets telling sales from both the Sourcewell and SHI perspectives how to market and explain the value of the Sourcewell Cooperative contract to customers. These short ondemand trainings covered the who, what, why, and when to break down the talk tracks that are helpful to sales and potential Sourcewell customers alike.

Additionally, we had several sales teams attend Sourcewell in-person trainings across the country and our Supplier Development Administrator provided a series of regional webinars with our support to get the right attendees.

During the term of the current contract, we also expanded our marketing team devoted to Public Sector. This team, led by our Director of Growth Marketing Programs, Rob Fass, has taken an innovative approach to expanding initiatives that are focused on public sector customers and the real IT obstacles they face. Through purposeful customer-directed emails about solutions specific to our customer base, social media and supporting our customer-facing events, this team is critical to our support of our customers.

Our dedicated Contract Capture and Strategy team will join forces with the Public Sector leadership team and our Public Sector Marketing team, to create and execute our marketing plan.

Upon award, we will execute the following steps to begin marketing the new contract:
• Create contract announcement materials for electronic distribution to customers via email, on SHI.com, and the SHI Resource HUB blog, posts on LinkedIn and other social media.
• Create co-branded marketing outlining the features of the new contract. • Design a dedicated website on shi.com including the Sourcewell awarded vendor logo, a copy of contract documents, a summary of products and pricing, marketing materials, a link to Sourcewell's website, and all relevant contact information. (to see the current page visit: https://go.info.shi.com/Sourcewell-Contract-Page.html) • Create internal sales training for new contract compliance, pricing, terms, etc.

We will also welcome any opportunity to work with Sourcewell and AASA on advertise at their events or in their newsletters.

SHI participates in hundreds of trade shows, conferences, and meetings across the country. Sourcewell has our commitment to participate at specified shows as well as additional opportunities to broadcast and promote our partnership.

Specifically, SHI will attend, exhibit, and participate at the NIGP Annual Forum alongside Sourcewell suppliers. We are happy to assist Sourcewell in promoting and marketing this event and look forward to collaborating on a plan that will drive attendance.

We also provide seminars and workshops to our public sector customers across the country and are eager to have Sourcewell members attend.

Summits - SHI holds technology summits at our corporate headquarters in Somerset, NJ.

Our most recent event was the Sustainability Summit. Centering the conversation around sustainability, the event reflected a heightened awareness of the importance of sustainability in the IT landscape and demonstrated SHI's proactive role in driving positive change within the industry. We emphasized how SHI can assist in improving the sustainability of customers' IT operations and how to make IT sustainability a critical part of their supply chain. Sourcewell members are welcome to attend these at no additional charge.

Custom Events - The SHI Roadshow series of events was new this last year for SHI! We completed two traveling shows focused on Cybersecurity and Infrastructure in the Spring of 2023 at large event spaces around the country with solution partners and special guest speakers. These events were a roaring success, and we hope to see new headlines for these events again in 2024!
We include sample marketing materials as part of the supplemental attachments in the response portal and will remain flexible and open to collaboration with Sourcewell upon an award. We provide more detail on our digital marketing media in response to question 37 below.
*
37 Describe your use of technology and The digital age has profoundly changed the way we communicate by making it easier and Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

Bid Number: RFP 121923 Vendor Name: SHI International Corp.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 digital data (e.g., social media,
metadata usage) to enhance
marketing effectiveness.
more instantaneous, but it has also created a flood of information which makes it that much more difficult for our customers to find trustworthy news sources for their technology information. So much content vies for our limited attention, between smartphones, messaging apps, email, and social media, we can connect and communicate with others from practically anywhere at any time. SHI provides a haven for customers to find reliable and relevant information about the latest trends, or threats, to their IT through the following digital mediums.

Webinar Series
Sourcewell and its members can access our regular schedule of webinars and workshops covering a variety of topics relevant to today's public sector customer - from grants and funding to modernizing your network and streamlining multivendor support for IT purchases - our finger is on the pulse of the real challenges facing our customers. Please check out our website for upcoming events and on-demand recordings:
https://www.publicsector.shidirect.com/about/events
SHI Resource Hub
The SHI Resource HUB is home to eBooks and short news articles to keep our customers updated on the latest changes and trends impacting the IT industry. Displaying short news and informational articles, the HUB keeps our customers up to date on our services and support as well as on emerging trends in technology. Written by SHI's subject matter experts (SMEs) who leverage their knowledge and insight to speak to SHI's broad customer base, SHI is committed to keeping our customers informed. Customers can browse by IT category, recent articles, or popular posts. Please visit the SHI HUB website (blog.shi.com) for on-demand articles, eBooks, and podcasts.

Social Media
In addition to the SHI Resource Hub, SHI is active on social media applications and has dedicated public sector pages to help keep our public sector customers informed.

Customers can get up-to-date information on demand by following SHI on X, LinkedIn, Instagram, Advocacy, and YouTube. Upon award of a new contract with Sourcewell, we will create an announcement for LinkedIn for SHI to share with customers and our partner community.

We also have podcasts- "We've Got Your Mac" and "Innovation Heroes" are available wherever you listen to podcasts! You can also listen to them by visiting our SHI Resource HUB at blog.shi.com.

SHI Sponsorships
In addition to our digital marketing via the web and social media directly informing business and IT leaders of the products, services, and solutions we offer, SHI enhances our brand visibility through multi-year partnerships with select college and professional sports associations and brand ambassadors.

In the past twelve months, SHI's brand ambassadors and sponsorships alone have generated over thirty billion brand impressions across:
*
• Television and radio
• Earned media
• Website and e-mailings
• Advertising and supporting collateral
• Hospitality
• Onsite signage
Many of these impressions come from SHI's partnership with the Rutgers University Athletic Department. Playing in the NCAA's prestigious (and national) Big Ten conference, the Scarlet Knights football team, and men's and women's lacrosse teams all play in the 52,000-seat SHI Stadium, located five miles from SHI's World Headquarters. With over five hundred of SHI's 2,000 New Jersey-based employees being Rutgers graduates, the alliance between Rutgers and SHI is long-lasting, making this partnership much more than just a marketing sponsorship.

As the largest minority woman-owned business in the United States, SHI is proud to be represented by Ladies Professional Golf Association's (LPGA) golfers Allisen Corpuz and Annie Park, and the US Women's National Team/NC Courage Goalkeeper Casey Murphy, who serve as SHI brand ambassadors. All three professional female athletes are also small business owners.

SHI's logo appears regularly across the LPGA's digital marketing platforms and onsite event branding and was most visible when Allisen won the first-ever U.S. Women's Open played at Pebble Beach. Allisen's position in the final pairings ensured the SHI logo on her shirt was proudly visible to a live national TV audience for the entire weekend tournament.

When she is not busy representing the United States in the World Cup in 2023 (and likely the Paris Summer Olympics in 2024), USWNT goalkeeper Casey Murphy is the face Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

Bid Number: RFP 121923 Vendor Name: SHI International Corp.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 of SHI's cybersecurity practice. By partnering with Murphy in support of her Casey Murphy Goalkeeper Academies, SHI is able to help Casey inspire young soccer players to take ownership of their own development and build confidence through hands-on instruction from Casey and her crew of teammates and coaches.

E-Newsletters
SHI creates various informative, monthly newsletters containing information regarding important contract dates, product releases or changes, Q&A, and upcoming events.

Thousands of our customers currently receive these newsletters, and we will continue to make them available as a subscription to anyone who is interested. SHI also creates hundreds of marketing texts for our major manufacturer partners and SHI core services offerings, which are shared with customers through in-person meetings, trade shows, and email.
38 In your view, what is Sourcewell's role
in promoting contracts arising out of
this RFP? How will you integrate a
Sourcewell-awarded contract into your
sales process?
SHI has first-hand experience with the tremendous value that Sourcewell brings to its contract partners. We are thrilled to continue building on our relationship with Sourcewell under a new contract award.

We view Sourcewell's role in the promotion of the contract to include:
• A dedicated SHI contract landing page on Sourcewell's website. • Continued partnership in creating training for our sales teams. • Regular and open communication with SHI on our performance and ongoings at Sourcewell.
• A dedicated Supplier Development Administrator we can contact for questions and assistance.
• Collaborative marketing efforts.
• Sharing in-person Sourcewell training information so our sales teams can participate.

Sourcewell is already a well-known entity within the public sector sales team at SHI. We commit to actively marketing and endorsing this contract, educating our Account Executives on the specifics of this contract with an aim to increase visibility to all Sourcewell members. Our continued concentrated efforts and unparalleled dedication to Sourcewell's will be evident.
*
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

Bid Number: RFP 121923 Vendor Name: SHI International Corp.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 39 Are your products or services
available through an e-procurement
ordering process? If so, describe your
e-procurement system and how
governmental and educational
customers have used it.

SHI.com, SHI's procurement platform, provides an efficient and intuitive way to access and procure a customized catalog of products, and its business-to-business functionality includes innovative custom catalog capabilities that provide personalized views of product information, enabling Sourcewell members to find and compare products, to view key metrics (like frequently viewed products and contract or standard items), and to simplify purchasing. With thousands of manufacturers represented, product catalogs are fully customized to reflect contracted pricing available through SHI, as well as special pricing programs for which members are eligible, such as licensing programs or other volume programs. SHI's open architecture systems allow us to integrate with virtually any eCommerce platform through market leaders or a proprietary solution. The most common applications we support include Ariba, Perfect Commerce, PeopleSoft, SAP, and Oracle. In general, SHI supports systems that use cXML (commerce extensible mark-up language), or EDI (electronic data interchange) standards.

In addition, we support the following Punch-out types:
• Ariba
• Basware/Verian ProcureIT
• Birchstreet Systems
• Coupa / Coupa Advantage
• DSSI
• ePlus Procure+
• GEP
• GHX (Global Healthcare Exchange)
• Hubwoo
• IDS
• IOS Corp
• iPayables
• Ivanti
• Jaggaer (formerly SciQuest)
• Lawson
• Oracle / Oracle Supplier Network
• Payback
• PeopleSoft Direct Connect
• Perfect Commerce
• Periscope
• Procurement Partners
• Quoteworks
• ReactorNet
• Remedy
• SAP OCI Roundtrip
• ServiceNow
• SPS Commerce
• Supplier Solutions
• Transcepta
• True Commerce
• Tungsten
• Unimarket
• Valua
• WorkDay
• Yardi
• Zycus
*
Our e-commerce specialists can provide training to Sourcewell members authorized to access their customized site, and we will schedule trainings based on the customer's level of access to the site, collaborating with individual members to determine a program and schedule that works best for their purchasing environment. Some of the most remarkable ways in which governmental and educational customers have used -and benefitted from - our eProcurement system is through our software procurement consulting services, our license tracking and reporting capabilities, and our robust Software Asset Management (SAM) tools.

Our tracking abilities relieve our customers of the burden of managing their purchases.

We understand that without the processes and checks and balances that we have in place, the opportunity for error in tracking license purchases is tremendous. SHI's license tracking system and workflow are automated to enforce purchasing rules and minimize errors.

Table 8: Value-Added Attributes
Line
Item Question Response *
40 Describe any product, equipment,
maintenance, or operator training
SHI offers training and adoption services, including professional development training, to help our customers maximize the value of their technology investments. Our Training and Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

Bid Number: RFP 121923 Vendor Name: SHI International Corp.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 programs that you offer to
Sourcewell participating entities.

Include details, such as whether
training is standard or optional,
who provides training, and any
costs that apply.

Adoption team takes a holistic training approach, ensuring both IT staff and end users are accounted for. While all steps may not be necessary for each customer scenario, a full training project would typically encompass the following components:
• Identify current state and future state requirements with key stakeholders. • Identify change management and communication strategy. • Define the use case.
• Identify locations and languages.
• Assess gaps and needs for IT and end-users.
• Develop scope.
• Customize content.
• Align training with the deployment schedule.
• Launch training pilot.
• Live instructor-led training
• Power-user training
• OnDemand eLearning portal
• Application deep dive training
• Deskside training support
• VIP one-on-one training
End-User Training
SHI has a multitude of options to meet our customers' training needs. Our certified instructors are enthusiastic about bringing real-world experience to the customer's learning environment. Curriculums may be standard or tailored to the agency, department, or job role to yield a higher return on investment. Customizations can include utilizing the customer's environment, business processes, local language and more. We offer training on-site, online, on-demand, or a blend of these options. Some of our most popular offerings for end-user training are:
• M365
• Windows 10/11
• Microsoft Teams
• Microsoft Core Apps
• WebEx
• Google Apps
• Security Awareness
Technical Training
With our manufacturer-certified experts, customers can access dozens of custom on-site, online, and on-demand technical training courses geared toward our customers' organizational programs and software needs. We can support technical training for a variety of manufacturers, which include, but is not limited to:
• Amazon
• Cisco
• Google
• Microsoft
• VMware
• Palo Alto
• Meraki
• Nutanix
• Veeam
*
Professional Development for Business
In today's competitive environment for hiring and maintaining quality employees, comprehensive and sound professional development is a necessity. SHI offers dozens of onsite, online, and on-demand professional development classes help employees grow and perform at their best. Topics include, but are not limited to:
• Business Analysis
• Communication
• Leadership
• Project Management
• Agile
• ITIL
Professional Development for Educators
SHI offers Professional Development for Educators. Our professional learning teams offer trainings on-site, online or on-demand through a subscription model on topics that include, but are not limited to:
• Software training for IT staff, faculty, and staff
• Hybrid teaching methods
• Blended learning
• STEM
• STEAM
• Esports
• Pedagogy
• SEL (Social and Emotional Learning)
• Accelerated Learning Recovery
• DEI (Diversity, Equity, and Inclusion)
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

Bid Number: RFP 121923 Vendor Name: SHI International Corp.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 *
• First-Year Teacher Bundle
Custom eLearning Development
SHI works with customers to develop custom, powerful, engaging, learner-focused eLearning courses and curriculum that meet training goals and deliver measurable results. Our custom development includes, but is not limited to:
• Standard eLearning course(s)
• An entire eLearning curriculum
• Micro Learning
• Gamified eLearning
Please feel free to explore more details and options at https://www.shi.com/solutions/training
41 Describe any technological
advances that your proposed
products or services offer.

Our team of experts offer various technological services that can help enhance and advance the use of technology for members. This could range from optimizing existing systems to implementing new, advanced technologies, providing consulting services, or even offering training programs like security awareness training.

Articulated below are just a few offerings:

Customer Innovation Center (CIC)
SHI helps with the technical evaluation of products to empower you to make the best choices and scope each project appropriately. Evaluation may include full proof of concepts or simply obtaining evaluation units. You can test and compare IT solutions in our Customer Innovation Center (CIC) before committing to an investment. The CIC is staffed with trained team members and technical professionals who are experts on both products and solutions.

As technology advances and changes, the technologies in the SHI CIC follow, ensuring that we always have the products and relevant technologies that our customers are interested in.

The CIC can provide on-demand and remote access to the kinds of technical advisory and real-world wisdom that you are looking for. Our goal is to help you identify, adopt, and implement the right technology investments quickly, with lower costs and risks. Now you can experience everything the CIC has to offer from wherever you are by virtue of an interactive virtual tour!
How to use the Virtual Tour: Click here for a quick tutorial about the tools and features of the virtual tour so you can get the most from your experience.

SHI Complete
The SHI Complete service provides customers with a turnkey solution for modernizing their IT Infrastructure, enabling a remote workforce, enforcing security best practices, and leveraging SHI's Managed Service capabilities to centralize IT Service and Support. SHI Complete can ensure you have the right IT operating model and a strong governance plan around security, services, and management that is structured to meet your business goals.

Combining a curated stack of integrated technologies across device management, security, networking, collaboration, and cloud platforms, SHI Complete helps customers establish a secure, resilient, and scalable IT foundation.

Onboarding Service
SHI Complete employs a personalized approach with respect to managed services to ensure our customers obtain the solution that best fits their business needs and primes them for growth in a Cloud First technology ecosystem. The onboarding services component of our solution includes:
• Assessment of the customer IT ecosystem and IT business objectives. • Site Surveys of physical locations, network mapping, and application use cases, as needed.
• Creation of a Zero Touch device deployment capability. • Development of the IT modernization strategy and customer onboarding plan. • Design of the Managed Network Services and cloud environments on client premises.

When onboarding is complete, SHI's technical account managers, project managers, and certified engineers use this plan to implement and migrate customers to the new SHI Complete managed IT environment with ongoing support and knowledge transfer throughout the processes and procedures.

Managed Services
Managed services are the foundation of the SHI Complete solution. Customer subscription to the SHI Complete service provides many benefits that are core to the customer's success, including:
• Designated technical account manager assigned to your organization. • Access to our SHI One customer portal for reporting and service requests. • Net payment terms provided (upon credit approval) through SHI. • IT service desk support for users and devices.
• Client user onboarding/offboarding and IT asset reclamation. • Cloud application management and support.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. • On-site and cloud network service management.
• Security management and best practices.
• Access to a wide array of optional fee-based public cloud professionals and managed services.
• Escalations to SHI subject matter experts (SMEs) through SHI's world-class service desk support team.

SHI will collect and track feedback from customers during regularly scheduled meetings as well as through end-user feedback. Taking this information, SHI will make modifications to its contracted services where possible to further improve service quality over the life of the contract.

SHI One Management Platform
The SHI One Management Platform is a portal for customers to manage both cloud and IT services purchased through SHI. Customers have a centralized place to track and manage their public clouds, allowing them to spend less time struggling with reports, management, and support and more time on strategic initiatives to drive their business forward.

With this portal, customers can manage their cloud platforms (Azure, AWS, GCP). They can easily view the state of their IT landscape and streamline their cloud environment management. Customers have access to support cloud cost, usage, billing, invoicing, and consumption of support cloud accounts.

Leading Industry Technologies
SHI maintains an ongoing dialogue with industry authorities such as Gartner and IDC through quarterly meetings, ensuring we stay current on the latest and best technologies. We have established strong partnerships with each OEM, allowing us to introduce new products as soon as they become available. This gives members the unique opportunity to pre-order new products yet to be released through SHI, ensuring they receive them as soon as they hit the market. Our devoted solutions team and product specialists stay up to date with the latest technologies and will promptly notify members about the newest products available.

The expertise of SHI's OEM support teams, technical resources, and strong relationships with manufacturers are leveraged to guide members as they explore emerging technologies and innovative new solutions.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. 42 Describe any "green" initiatives
that relate to your company or to
your products or services, and
include a list of the certifying
agency for each.

SHI is dedicated to environmental sustainability and recognizes its role in affecting the environment. We continually strive to minimize any negative impact from our operations while ensuring the safety and well-being of our staff. Our business strategy heavily emphasizes environmental preservation and the promotion of a sustainable future. By implementing ecofriendly initiatives, both internally and with our partners, we aim to reduce yearly technology waste and contribute more significantly to a greener planet. In 2023, we pledged to the Science Based Targets initiative (SBTi) to reach our corporate Net Zero Emission goal by 2050.

At SHI, we believe that sustainable operations and exceptional customer service are intrinsically linked. Through close collaboration with our partners, we strive to excel in both areas. We work with our partners to create and implement environmentally responsible solutions. As a prominent player in the IT industry, we actively participate in partner programs and initiatives, providing input and helping shape future sustainability strategies to guide the industry towards more responsible practices. This cooperative approach guarantees that we focus on not only our own growth but also the success of our partners.

Through these efforts, SHI assists our customers' Environmental Social Governance (ESG) initiatives by aligning with sustainable solutions such as IT asset disposition (asset recovery and disposal, E-waste recycling, hardware redeployment and remarketing), IT asset management, green financing, and using cloud and data center solutions to lessen carbon emissions from physical IT infrastructure.

SHI is committed to sustainability at corporate, cultural, and policy levels and holds itself accountable for being initiative-taking and solution-oriented to promote sustainable long-term growth. By setting and implementing global environmental policies, management systems, and key performance metrics, SHI consistently integrates and promotes environmental stewardship across its global business groups, ensuring consistency and innovative environmental thinking. Our commitments include:
• Setting targets and action plans to support our United Nations Global Compact (SDG 13 Climate Action) and SBTi commitment, and continually refining our practices. • Preferring partners who have implemented sustainable and ethical practices within their organizations and influence such practices in their supply chains. • Enhancing our sustainable procurement team's support, which concentrates on supporting diverse and minority suppliers. *
SHI seeks to be energy efficient utilizing these methods:
• Monitor power consumption.
• Disclose to the Carbon Disclosure Project (CDP) and EcoVadis annually. • Utilizing advanced energy-saving systems such as:
o High-efficiency HVAC equipment
o Energy Star equipment/appliances
o Energy recovery from building relief/exhaust air, demand control ventilation sequences for energy savings on ventilation (Austin).
o Automatic lighting controls and LED lighting throughout (Austin). o Occupancy sensor control of lighting fixtures.
o Water-efficient and low-flow plumbing.
o Solar panels and electric vehicle charging stations.
• SHI has EV charging stations located at our global headquarters, Ridge Integration Center in New Jersey, and our Austin Regional Headquarters in Texas • LEED Gold Certified
• Austin Regional Headquarters - Building Design and Construction (2021) • Global Headquarters - Commercial Interiors (2013)
To support our goals and reduce power consumption, SHI made significant green investments in our facilities by installing solar panels. Today, over 7,000 solar panels are installed at four SHI-owned facilities, including our global headquarters and Integration Center in New Jersey, and our Austin Regional Headquarters in Texas. The addition of solar panels has helped SHI avoid 5,287,000 pounds of carbon dioxide since the system's installation and avoided 13,771 lb. of sulfur dioxide and 5,425 lb. of nitrogen dioxide since installation.

With sustainability and ESG at the forefront of current initiatives, we hosted the SHI Sustainability Summit event this summer at our headquarters location in NJ. The event reflected a heightened awareness of the importance of sustainability in the IT landscape and demonstrated SHI's forward-looking role in driving positive change within the industry. We emphasized how SHI can assist in improving the sustainability of customers' IT operations and how to make IT sustainability a critical part of their supply chain. 43 Identify any third-party issued ecolabels, ratings or certifications that your company has received for
the equipment or products
included in your Proposal related
to energy efficiency or
conservation, life-cycle design
(cradle-to-cradle), or other
green/sustainability factors.

As a reseller, SHI does not receive labels specifically for products; however SHI will be happy to work with Sourcewell and product manufacturers to identify any specific eco-labels on products Sourcewell members wish to purchase.
*
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. 44 Describe any Women or Minority
Business Entity (WMBE), Small
Business Entity (SBE), or veteran
owned business certifications that
your company or hub partners
have obtained. Upload
documentation of certification (as
applicable) in the document
upload section of your response.

We are the largest privately Minority/Woman Owned Business Enterprise (MWBE) in the U.S. and our certification as an MWBE offers a critical value-add to customers whose strategic business objectives include supplier diversity and development. In addition, SHI's Diversity Business Development Initiative builds and sustains a community of diverse suppliers and partners who best serve the needs of our customers. As a large MWBE, we continue to grow an effective Direct and Indirect Tier II program by accessing our Diversity Vendor database and using certified minority vendors in all diversity categories which includes, MBE, WBE, M/WBE, LGBT, SBE, SDB, HUBZONE, DVBE, VBE, and WOSB. SHI also maintains its internal supplier diversity program and seeks to engage MBE and WBE suppliers to meet product requirements and operational needs.

SHI Certifications
WBE
• WBENC
MBE
• NMSDC - Corporate Plus Member
• NMBC - National Minority Business Council
• CAMSC (Canada)
MWBE
• Supplier Clearing House (California Public Utilities Commission) SHI also has MWBE certifications with the following state governments:
• Delaware
• Massachusetts
• Missouri
• New Jersey
• New York City
• North Carolina (HUB)
• City of Philadelphia (PA)
• Prince George County (MD)
• Tennessee
• Virginia (SWaM)
• Wisconsin
SHI Government Solutions
• State of Texas Certified HUB Vendor
*
45 What unique attributes does your
company, your products, or your
services offer to Sourcewell
participating entities? What makes
your proposed solutions unique in
your industry as it applies to
Sourcewell participating entities?
We understand that Sourcewell needs to identify a trusted partner based on how that partner's capabilities can best support your participating entities' IT needs. We believe we are uniquely qualified to continue supporting Sourcewell and its members due to several key factors: our standing history with supporting this contract, our breadth of offerings, and our ability to evolve with the ever-changing technology market.

Our dedication to this contract sets us apart from our competitors. Victoria Pubylski, Sourcewell's dedicated Capture and Business Development Manager, has worked tirelessly alongside our Capture and Strategy team to support Sourcewell and its members. They are experts at supporting contracts, and have trained our Account Executives on this contract, proactively managed our Sourcewell relationship, and have grown this contract continuously year over year since our award in 2019. We have had tremendous success growing the value of our first awarded contract. We will continue our commitment to expanding the use of this contract and supporting Sourcewell members with the latest technology, cost savings, technical expertise, and compliant procurement.

Complete IT Solutions
Our ability to offer customers a tremendous range of options in choosing software, hardware, and other products is one of our greatest strengths. Our diverse partner ecosystem of 15,000+ unique publishers and manufacturers gives us a vendor-neutral approach to help customers find the right technology solution. We provide custom technology solutions for every aspect of your members' IT environment: from software and hardware procurement to deployment planning, configuration, data center optimization, mobility services, IT asset management, and training. We also offer next-generation cloud solutions to help customers accelerate to the cloud in the fastest, most secure, reliable, and costeffective ways possible.

Compared to our competitors, we also have the distinct ability to onboard boutique vendors for end-user longtail products. Many of our competitors are only able to onboard certain, larger partners, whereas SHI can bring on smaller vendors that are uniquely qualified to meet the individual needs of our customers. We also offer a wide range of services and support directly or by leveraging our elite partner network's expertise. SHI seeks to build valued relationships with your members; aligning our focus with your mission and deliver innovative solutions that empower community success.

Value Add Services
SHI offers a wide range of value-added services to help our customers get the most value Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

Bid Number: RFP 121923 Vendor Name: SHI International Corp.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 out of their software spend. Many of these services are available to our customers at no cost, and for customers who wish to take advantage of enhanced service levels, we do offer fee-based services as well. Due to our breadth of service offerings, and our desire to evolve along with our customers' changing needs, this is not a comprehensive list, but rather a snapshot of available value-added services.

Software Expertise and Advice
Customers have a dedicated, experienced account team with access to a broad range of resources. We provide expertise and advice to help them make the right decisions to save money and achieve the best value for their software spend.

Technical Advisement
Customers can depend on a vendor-neutral approach to help them find the right technology and then access a tremendous range in choosing the ideal products and services for their unique needs.

Pre-Sales Licensing Support
Customers have SHI software licensing team support for their licensing needs. Pre-sales support helps ensure customers maximize the benefits of their volume license agreements.

Throughout the contract term, we partner with our customers to track licenses, provide detailed reporting, and proactively assist with budgets, renewals, and compliance. We leverage the reporting and our PRO Renewal tool to help customers gain insights into their software purchases.

Contract Education
Software options can be complex and overwhelming, and available products and buying alternatives change frequently. SHI offers initial and ongoing training and communications to help customers use the contract effectively and make smart choices for their software spend.

Negotiation Assistance
SHI's top-tier status with our publisher partners gives us a strong voice in the industry, and our extensive experience gives us keen insight into the range of available software options for customers across the country. We leverage these strengths to help our customers negotiate favorable pricing and terms.

Fine Print
SHI Fine Print is a contract management and indexing system that allows our customers to review a set of publicly available EULAs on our website. Fine Print organizes agreements by separating contract text into standardized clause types, identifies which terms apply to various products and use cases, and then organizes the data into an easy-to-find format.

Software Solutions Services
Our Solutions team helps customers identify the right software tools and technology, and then (if desired) executes the implementation of in-scope services to help accelerate their time to productivity and value. Depending on the scope of the implementation there may be fee-based services involved.

ITAM Services
To help customers manage the complex task of finding, tracking, and managing the hardware and software across their IT environment, SHI offers a range of highly costeffective IT asset management services to help you weed out unwanted costs, while also improving utilization and governance. Depending on the scope of the implementation there may be fee-based services involved.

Training Services
Adoption of new technology does not happen automatically. There is a people component to change. SHI offers a range of customizable technical, end-user, and professional development training resources to equip users with the skills and information they need to drive increased adoption and employee satisfaction. Depending on the scope of the program, there may be fee-based services involved.

Financial Stability
As a privately owned company with zero debt, we continue to reinvest in ourselves year after year to innovate new and improved client solutions for tomorrow's IT challenges. SHI continues to invest in new infrastructure, most recently with a state-of-the-art data center integration center. As the technology market continues to evolve, we can evolve our capabilities and resources right alongside it.

We have also made significant investments in hiring more resources-the people with whom Sourcewell and its members engage. SHI Account Executives (AEs) support their clients locally from over thirty offices throughout the U.S. and Canada, and our AEs work and live in the communities they serve, fostering long-term, mutually beneficial relationships with customers and partners every single day.

Our financial strength and stability are predicated on our staunch affiliations within our *
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. communities-our relationships with customers, partners, OEMs, and our own SHI colleagues.

SHI's Strengths and Stability:
• Agile and adaptive business management
• Diverse, predictable revenue sources
• Strong customer and vendor partnerships
• Steady industry growth
• Thirty-three consecutive years of growth
• No long-term bank debt
• Exemplary financials, low overhead structure
SHI is uniquely qualified to support Sourcewell's mission to build valued relationships and innovative solutions with integrity and to exceed the expectations of its members. In fact, we share a similar vision and mission and strive with purpose and determination to provide exceptional value and experience as we help customers select, deploy, and manage their technology.

Table 9A: Warranty
Describe in detail your manufacturer warranty program, including conditions and requirements to qualify, claims procedure, and overall structure. You may upload representative samples of your warranty materials (if applicable) in the document upload section of your response in addition to responding to the questions below.

Line
Item Question Response *
46 Do your warranties cover all products, parts, and
labor?
SHI offers all available original manufacturer warranties. The OEM covers all hardware, parts, labor, and accidental damage.

In addition to OEM warranties, SHI, offers third-party warranty services plans for most OEMs on a limited, approved basis. These warranty services plans cover all hardware, parts, labor, accidental damage protection and power surge for end user-related devices. For post-warranty data center related devices, third-party warranty services cover all hardware, parts, labor, and onsite travel expenses.

Third-Party Disclaimer - By including the third-party warranty service contract, SHI, is only acting only as an authorized reseller in the third-party's provider route to market for its warranty service contracts. Customers will receive contracts that provided by the third-party provider, not SHI. The warranty service contracts will be entered into directly and only between the customer and third-party provider, and SHI will not be a party to those contracts. *
47 Do your warranties impose usage restrictions or
other limitations that adversely affect coverage?
SHI offers all available original manufacturer warranties. Some OEM warranties will limit the number of claims, charge a deductible or limit coverage. SHI can provide additional detail on specific manufacturers as needed.

Third-Party warranty services offer unlimited claims (during the contract term), no deductibles or hidden fees, and accidental damage protection against drops, spills, etc. Water submersion is not supported. These apply to enduser related devices. For post warranty data center hardware maintenance support, all hardware, parts, labor, and travel expenses are covered. *
48 Do your warranties cover the expense of
technicians' travel time and mileage to perform
warranty repairs?
For OEM warranties, this will vary based on the warranty purchased and SHI can provide these details with specific OEM's.

Third-Party warranty services offer various levels of service. If onsite repair is selected, this service covers all expenses.
*
49 Are there any geographic regions of the United
States or Canada (as applicable) for which you
cannot provide a certified technician to perform
warranty repairs? How will Sourcewell
participating entities in these regions be provided
service for warranty repair?
The standard OEM warranty would still apply to purchases made in Canada.

If a customer has a warranty question on specific products SHI will help connect them to the OEM.

Third-party warranty services for end-user devices are only supported within the US. Post-warranty services for data center related devices are supported globally.
*
50 Will you cover warranty service for items made by
other manufacturers that are part of your proposal,
or are these warranties issues typically passed on
to the original equipment manufacturer?
Typically warranty services from an OEM will not cover items from other manufacturers.

Third-party warranty services are vendor agnostic and support most Tier 1 OEMs.
*
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. 51 What are your proposed exchange and return
programs and policies?
SHI's return policy is customer-centered-we will always do our best to accommodate returns for any unopened box up to 30 days after receipt.

Rarely, a customer might receive an incorrect, damaged, or non-working (DOA) product; if a product issue occurs, SHI accepts return of that product within 30 days, with no restocking fees, regardless of the package being opened. After 30 days of receipt, SHI will still make a best-faith effort to accommodate a return.

Occasionally, the product manufacturer has a "no returns" policy; in these cases, we notify customers at the time of quote to ensure transparency and confidence in purchase. In these specific instances, SHI is unable to accommodate returns.

Our return process is simple:

To request a return, first contact your dedicated sales team, via email, phone, or through the "Request Return Authorization Number" section on the SHI.com website.

Your Inside Account Manager will then provide you with a return authorization * (RMA) number, along with a shipping label. With the RMA number clearly included on the shipping label, the customer ships their return to SHI, and we process the return. In certain cases, to expedite a return, SHI will have the return product picked up directly. Once the return has been fully processed, SHI will credit the customer's invoice. In addition, we send out replacement orders prior to receiving returns to expedite the process for the customer.

Occasionally, software publishers may require a customer to fill out a Letter of Destruction. In these cases, SHI provides a letter to customer, who signs and returns it to us. To help simplify and expedite the process, SHI takes care of the rest-processing the Letter of Destruction directly with the software publisher. At any point, if customers encounter issues with their products, the SHI account team is accessible and eager to help.

More information and details about SHI's Return policy can be found at https://www.shi.com/Terms/Return-Policy.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. 52 Describe any service contract options for the
items included in your proposal.

SHI will pass on any included Manufacturer warranties at the time of purchase. In addition, we will educate the end-user on all available extended warranty, maintenance, and service programs at the time of quote. Should the customer have the need to use the warranty SHI can facilitate the interaction between the customer and the OEM. We will gladly provide any contact information or assist in escalating with the OEM when necessary.

In addition, SHI can provide third-party warranty options outside of what is available from the original manufacturer for a separate fee. We offer several options to support original manufacturer warranties. These standard warranties typically offer limited, short-term coverage and can result in unexpected downtime and expensive repairs. Third-party enterprise warranty services will extend the life of members' technology investments and keep their systems - and their business - running at peak performance.

The benefits of Third-Party Enterprise Warranties include:
• Coverage up to 5 years for net new end-user devices.
• 24/7 technical support for post-warranty data center devices. • U.S.-based call center
• Global support capabilities, data center related devices only. • 100% coverage for commercial use, parts, labor, and accidental damage; unlimited claims (during contract).
• $0 deductible.

In addition, SHI third-party warranty services provide comprehensive, flexible coverage for Product Protection that goes beyond a manufacturer's limited warranty and that provides:
• 100% coverage on parts and labor, normal wear and tear, and power surges.
• "No Lemon" guarantee.
• Replacement for products that are beyond repair.
• No deductibles, hidden fees, or surprise charges.
• Commercial use & Vendor Agnostic.

Members' Third-Party Coverage can begin on the date of purchase or after the manufacturer warranty expires, and coverage is not affected by what the limited manufacturer warranty offers. Third-party warranty services alleviate multi-year budgeting constraints and deliver service when and where members need it! Included in Product Protection Services in basic triage and remote diagnosis, 24-hour advanced exchange, depot service, and threeway shipping. As an additional benefit, third-party warranties protect against accidental damage, including drops, spills, and cracked screens.

Finally, Third-party offers post-warranty and maintenance agreements for products that are still viable and in use!
If members maintain equipment under a warranty that is about to expire - or already has expired - third-party post-warranty and maintenance agreements keep them covered. Third-party dedicated field engineers serve as an extension of the IT organization and deliver dependable, efficient, and customizable hardware maintenance support. Our program can consolidate multiple vendor agreements, and equipment can be added or removed from coverage at any time.

We provide affordability and reliable alternatives to manufacturer maintenance agreements, and flexible contracting provides 40-60% cost-savings from OEMs to a member's organization for post-warranty data center devices.

Our service provider's Level III engineering teams-hired directly from OEMs and averaging over 15 years of experience-have helped us earn extraordinary trust with our customers and are available in every major metropolitan area throughout North America.

In collaboration with our partner network, SHI can access over 50 service locations and 110 global stocking locations to support members' needs, no matter where the equipment is located.
*
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp.

Table 98: Performance Standards or Guarantees
Describe in detail your performance standards or guarantees, including conditions and requirements to qualify, claims procedure, and overall structure. You may upload representative samples of your performance materials (if applicable) in the document upload section of your response in addition to responding to the questions below.

Line
Item Question Response *
53 Describe any performance standards or
guarantees that apply to your services
SHI provides comprehensive customer support when planning service engagements to ensure we meet each customer's needs. Given the variety of services SHI performs, different types of services may align with specific standards relating to the technology and requirements of the project. Where ISO or NIST guidelines are established, SHI will perform services in a manner that is compliant with or follows those protocols.

As an example of one type of engagement, we have provided the standard guidelines followed for Quality Control (QC) by our warehouse integration center.

When beginning an integration services project, we use templates to start the development of the workflow based upon information provided by the customer's onboarding information. These workflow templates are dynamic, and adjustments are made during the proof of concept, or first article build phase.

The system engineers handle the technical aspect of the testing during the customer's first articles to ensure scripted processes and applications are functional.

They then create an essential checklist of items to check for during the production phase. Next, the system quality control (QC) team performs in-depth testing of the process itself and creates detailed process documentation. The device is then physically shipped to the customer's location for in-person verification, or remote access to the device is provided for verification.

Once the project is in production, SHI monitors and adjusts the project to scale as needed. Examples of how we've previously resolved issues include increased staffing, adding hardware resources, or reducing the total number of devices configured at one time.

Work instructions start with our QC team working with the customer, internal project coordinators, system engineers, and technicians to develop thorough documentation that adheres to ISO 9001 standards. Documentation is stored on a private SharePoint document library with version control.

If change and complexity management is needed, project coordinators at our facility work with sales teams, system engineers, QC teams, and technicians to address any changes. If the complexity goes beyond the expertise of these teams, other groups are engaged, both within SHI and third parties, as needed.

The quality control process and tools vary by customer requirements, but in general, logs are collected from devices during the build process and stored on our servers.

A scripted process to contain specific information from the devices can be developed if additional details are required. In addition, the QC team gathers requirements to create checklists or other methods of verification. *
54 Describe any service standards or
guarantees that apply to your services
(policies, metrics, KPIs, etc.)
SHI is committed to achieving excellence by providing our customers with superior world class customer support and innovative solutions. Finding the right balance for setting customer service goals is integral to improving the customer experience. As the primary point of contact for their customers, it is even more important that SHI's AEs are representatives suitably motivated by the right goals. As our mission statement says, "We are passionate about delivering exceptional value and experience as we help customers select, deploy and manage technology." As a value-added reseller, our AEs are measured, incentivized, and evaluated commensurate to organizational and performance KPIs). These performance KPIs are closely aligned to customer success. Objectives such as revenue growth, resources used, certifications earned, customer engagement, and customer review are all primary objectives of SHI's KPI/metrics structure. SHI communicates to our teams that the success of every account manager is holistically customer centric. *
Table 10: Payment Terms and Financing Options
Line
Item Question Response *
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

Bid Number: RFP 121923 Vendor Name: SHI International Corp.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 *
*
55 Describe your payment terms and accepted payment
methods.

Our payment terms are Net 30 and we will accept Purchase Orders or credit cards.
56 Describe any leasing or financing options available for use by educational or governmental entities.

Purchasing new hardware or software can be an expensive investment for even the most profitable organization. However, purchasing is not the only option: leasing and financing with SHI can be an excellent alternative to buying IT products.

The leasing/financing process is relatively simple. Our pricing models include monthly, quarterly, or annual terms, and once all documents are approved and signed, SHI ships products directly to the customer.

SHI's financial offerings include traditional and non-standard options for hardware leasing and software financing.

Hardware Leasing
SHI offers a traditional $1 buyout purchase option, and fair market value leases for hardware. We also offer a rental option. Other options include:
• Return the equipment and start a new lease.
• Extend the term of the lease.
• Buyout the equipment for its fair market value.
o Clients that do not want to have lease language in the contract or have the option to own the equipment use this structure. • $1 buyout, lessee owns equipment at the end of the term. • Fair market value leases have three end-of-term options. • Rental - Return the equipment at the end of the term or extend the term of the rental.

The benefits to leasing hardware with SHI include:
• Covers all equipment costs-no need to obtain additional financing elsewhere.
• Frees up cash income-producing investments.
• Sets fixed lease payments that are not subject to interest rate fluctuations.
• Avoids technology obsolescence.
• Reduces risks, as add-ons and replacements are fast and easy. • Reduces paperwork since the lessor handles all the invoices. • Reduces warranty and maintenance costs.
• Matches the expense to the benefit.
• Eliminates customer's need to plan for equipment disposal. • Simplifies budgeting with predictable payments.

Software Financing
SHI has a loan capability called an Installment Payment Agreement (IPA) which is available for transactions that are 100% soft cost.

This option provides ownership at the end of the term for transactions that are software and services based.

Non-Standard Options
SHI offers non-standard leasing options such as 90-day deferrals and step up or down payment structures. SHI engages in
discussions with your organization and works in good faith to accommodate non-standard terms or payment frequency.
57 Describe any standard transaction documents that you propose to use in connection with an awarded contract
(order forms, terms and conditions, service level
agreements, etc.). Upload a sample of each (as
applicable) in the document upload section of your
response.

SHI provides milestone notifications such as order confirmations, shipping notifications, and products on backorder.

Quotes
The specific details included in an SHI quote may vary depending on the products or services being offered, but generally the following information is included:
• Quote Number: A unique identifier for the quote.
• Customer Information: Details about the customer, including name, address, contact information, and the customer's SHI account number.
• Product/Service Description: Detailed information about each product or service included in the quote. This could include product names, part numbers, descriptions, and quantities.
• Pricing Information: The cost of each product or service and the total cost. This may also include details about any discounts or special pricing arrangements.
• The Sourcewell contract number and member or participant ID number.
• Terms and Conditions: Details about the terms and conditions of the sale, including payment terms, delivery timelines, warranties, Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. and any other relevant information.
• Contact Information: The SHI sales representative's contact information in case the customer has any questions or needs further information.

Please note that this is a general guideline, and the specifics may vary based on the nature of the product or service being quoted.

Order Acknowledgements
The order acknowledgment provides the customer with confirmation that their order has been received and/or also processed.

During order entry, your Inside Account Manager can enter an email address for a representative(s) within the member entity who should receive order confirmation, up to an unlimited number. Within one hour of processing the order, SHI's servers will automatically send the order confirmation to the email addresses provided. Upon the customer's request, and with Publisher permission, SHI can include the License Key information for software installation on the Order Confirmation.

Advance Ship Notifications
SHI can send the purchaser an Advanced Shipment Notification email with tracking information. These notifications can be customized for a customer upon request.

Tracking Confirmation Notification
SHI's order management system is a complete order tracking and maintenance system. All the information your Inside Account Manager needs to provide the customer with tracking information resides on their desktops. Each day, SHI receives the tracking numbers for all products shipped from our distributors via EDI.

These tracking numbers feed into the SHI Sales Orders and are ready for immediate access by your Inside Account Manager. In addition, SHI provides this tracking information to our customers through Your Home at SHI. Authorized customer employees can log onto our website to check order status and tracking data directly from the carriers.

SHI maintains all purchase history data in our order entry system.

We can re-send tracking, license confirmations, invoices, or a sellthrough report history to provide proof of purchase for a customer.

In the event of a request to resend a license confirmation, a duplicate copy may be provided within four business hours of the customer's request.

Backorder Reports
Your Inside Account Managers (IAMs) are responsible for managing and monitoring your purchases and backorders. At the time of order placement, the IAM will check inventory and notify the customer if it is unavailable, with an ETA for the item to be back in stock. Your SHI Account Team will run a weekly backorder report to monitor the order status. The team will work with the Sourcing Specialist in Purchasing to check inventory through all sources to expedite shipment to the customer.

As the backorder status changes, the IAM will provide updates to the customer about the ETA. At any time before shipment, the customer has the option to leave the product on backorder, substitute a different product, or cancel the order with SHI. These reports can be customized upon request by a customer. No substitutions are shipped without prior written authorization from the customer.

EULA or SLA Documents
An End User License Agreement (EULA) is a legal contract between a software developer or vendor and the software user. This agreement lays out the rights and restrictions that apply to the use of the software and is agreed upon by the customer or end-user directly with the software publisher.

Key elements of a EULA often include:
• License Grant: This specifies that the software is being licensed, not sold, to the user, meaning the user has the right to use the software but does not own it.
• Restrictions on Use: The EULA may limit how the user can *
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. use the software. For instance, it may prohibit the user from modifying the software, using it for commercial purposes without a license, or sharing it with others.
• Intellectual Property Rights: The agreement usually states that the software developer or vendor retains all intellectual property rights in the software.
• Warranty and Liability: The EULA typically includes disclaimers of warranties, limitations on the developer's liability, and what happens if the software fails to perform as expected.
• Termination: This section explains under what circumstances the agreement can be terminated, and what happens when the license is terminated.
• Privacy Policy: The agreement may include information about how the software collects, uses, and protects the user's data.

The EULA is typically presented to the user for acceptance during the installation process of the software, and the use of the software is contingent on the user accepting the terms of the EULA.

A Service Level Agreement (SLA) is a contract between a service provider and a customer that specifies, in measurable terms, what services the provider will furnish. While the specifics can vary greatly, a typical SLA includes the following components:
• Scope of Services: This details the services to be provided, how they will be delivered, and the schedule for delivery. • Performance Metrics: These are measurable aspects of the service such as response time, uptime, throughput, etc. They serve as standards against which service performance can be evaluated. • Monitoring and Reporting: The SLA will detail how performance will be monitored, how often, and the type of reports that will be provided to the customer.
• Problem Management: This includes how issues will be
handled, the expected response and resolution times, and the communication process for informing the customer about issues and their resolution.
• Responsibilities: The SLA should clearly define the
responsibilities of both the service provider and the customer. This can include prerequisites the customer must meet for services to be effectively delivered.
• Penalties and Remedies: The agreement will specify what happens if the service levels are not achieved. This often includes financial penalties or service credits.
• Confidentiality and Security: This section outlines how the provider will protect the customer's data and ensure privacy. • Termination Terms: This includes under what conditions the contract can be terminated, and what the process will be.

The specifics of an SLA will depend on the nature of the services being provided, the customer's requirements, and the service provider's capabilities.

Statements of Work
A Statement of Work (SOW) is a document that defines the scope and specifics of a project. It provides detailed information about the expectations, deliverables, and timelines for a specific engagement.

Here are the key components typically included in a SOW:
• Project Overview: This provides a general summary of the project, its purpose, and objectives.
• Scope of Work: This outlines the specific tasks or services to be performed, often broken down into phases or milestones. • Deliverables: This section lists the tangible outputs to be produced by the project, such as a completed piece of work, a report, or a physical product.
• Timeframe: The SOW will specify the start and end dates of the project, along with any important deadlines or milestones along the way.
• Standards and Criteria: This section describes the quality standards or benchmarks that the work should meet.
• Payment Terms: This includes details about the project's budget, payment schedules, and any relevant terms and conditions. • Resources: This section provides information about any resources or materials that will be needed to complete the project. • Responsibilities: This outlines the roles and responsibilities of all parties involved in the project.
• Assumptions and Constraints: This area describes any
assumptions made during the planning phase and any constraints Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. that could limit the project's execution.
• Terms and Conditions: This includes any legal terms and conditions related to the project.

We have provided samples of these documents in the attachments.

Please note that EULA documents are provided directly by a software or cloud publisher and SLA agreements are provided directly by a manufacturer or partner providing services. 58 Do you accept the P-card procurement and payment
process? If so, is there any additional cost to Sourcewell participating entities for using this process?
Yes, SHI can accept Visa, Mastercard, and American Express.

There is an additional fee to use a credit card. *
Table 11: Pricing and Delivery
Provide detailed pricing information in the questions that follow below. Keep in mind that reasonable price and product adjustments can be made during the term of an awarded Contract as described in the RFP, the template Contract, and the Sourcewell Price and Product Change Request Form.

Line
Item Question Response *
59 Describe your pricing model (e.g., line-item discounts or product-category discounts). Provide detailed pricing data (including standard or list pricing and the Sourcewell
discounted price) on all of the items that you want
Sourcewell to consider as part of your RFP response. If applicable, provide a SKU for each item in your proposal.

Upload your pricing materials (if applicable) in the
document upload section of your response.

Full Catalog Pricing
SHI is pleased to offer Sourcewell and its member agencies a discount off SHI Advertised List Price (AP) by product category.

Please reference the pricing sheet attached to this response for the product groups and associated discounts off SHI Advertised List Price, which SHI is proposing. SHI Advertised List Price is a verifiable source, referenced 24/7/365 at SHI.com. In many cases, SHI Advertised List Price already reflects a substantial discount off Manufacturer Published List prices, where a list price exists. The customer unit price shown is prior to any special shipping charges or credit card fees as those will be calculated at the time of order.

Most products ship FOB destination or are delivered electronically without additional fees but where special freight is requested that will be calculated separately.

Given the breadth of manufacturers and products that SHI offers, opportunities for SHI to secure additional discounts for eligible contract users are plentiful. We work to provide your contract users with the most advantageous pricing available, and we go above and beyond the minimum discounts offered whenever possible.

SHI is pleased to offer a complete electronic catalog for Sourcewell and its member agencies.

Professional Services
In addition to product pricing, we provide professional technology services that can be priced via a Statement of Work (SOW) scoped specifically to the customer's requirements. These can be structured as hourly rate services or at a fixed price. SHI will work with the Sourcewell member to define the detailed scope of work, including the deliverables, timeline, expectations, and milestones payments. We establish rates for services on individual SOWs, with SHI project management fees added as applicable to ensure project success.

Hourly Rate Services
Hourly rates are established for various roles (e.g. project manager, business analyst, developer, etc.). These rates reflect the skill level and experience required to perform the work. Our professional services experts or partners will estimate the number of hours and skill levels of resources needed to complete the scope, factoring in time for meetings, planning, documentation, testing, rework, etc. Outof-pocket expenses may also be charged to the member separately (e.g. travel costs). We generally establish our Service Rates on a per-service basis, determined collaboratively with customers based upon their needs, and - when relevant - with Service Partners.

Fixed Price Services
Fixed price means the total cost for the project is agreed upon upfront and does not change based on effort or time required. This provides cost predictability for the member and is scoped with the same factors that are considered for hourly rate services including Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. the expected timeline, scope, resources required, testing, etc., and outlines the payment schedule based on expected deliverables throughout the project.

Pricing for professional technology services for a scope of work typically involves several factors:

1. Scope of Work: The scope of the project, i.e., what tasks are to be performed, the complexity of the work, the technologies involved, and the deliverables expected. This will determine the amount of time, resources, and expertise required.

2. Time and Effort: An estimate of how long the project will take and the amount of work that is involved. This could be based on the number of hours or days, the number of people required, or the number of tasks to be completed.

3. Expertise Required: The level of expertise needed to perform the work will also affect the price. More complex tasks that require highly skilled professionals will be more expensive than simpler tasks that can be performed by less experienced personnel.

4. Overhead Costs: Any overhead costs such as utilities, rent, equipment, and software licenses that the service provider incurs are also factored into the price.

5. Price and Milestone Payments: Considering all factors for the project, the vendor will include the full cost (fixed price) or estimated price (hourly rate or Time & Materials) of the project and determine the milestone payment schedule. Milestones are determined by the completion of key project stages, tasks or deliverables custom to the engagement, which are completed by the vendor and accepted by the customer, at which time the customer will pay a portion of the fees for the project until the project is completed, and the final payment is made.

It is important to note that any changes to the scope of work after signing or project start may result in additional costs and will be executed only after an agreed upon change order form is signed.

Cost Savings
SHI understands how important it is for our customers to achieve cost savings. We pride ourselves on being honest and transparent with customers, especially for pricing. We base our discount structure on SHI Advertised Price and do not inflate the price for RFPs to make discounts appear larger.

SHI collaborates with vendor partners to help bring customers the best possible pricing. We constantly strive to help you save money across products and services-long after a sale is made. Our account team works with you from the beginning of your project and throughout the lifecycle of your purchase. Because we approach your IT solutions neutrally and are not limited to one or two OEMs, we can ensure you get the best solutions to support your needs. In addition, we will review buying programs and create price modeling to ensure that the technology you choose is being bought in the best way possible and at the most aggressive price.

Your Account Executive will work with manufacturers and Sourcewell members to forecast volumes and to negotiate pricing on those forecasts. The manufacturer may allow for special pricing for purchases over time, in which case SHI creates a SKU within our order entry system that can only be used by the member that reflects the additional discount.

SHI has built our business by helping customers save time and money when buying IT. We will continually look at the business and analyze usage and spend to uncover cost savings wherever possible. Our support teams contribute to this mission by providing expertise and options for products and processes that ensure the right technology is chosen at the right time. We have a proven track record of maximizing the benefits of large cooperative contracts for our customers, helping them to realize millions of dollars of savings.
*
60 Quantify the pricing discount represented by the pricing proposal in this response. For example, if the pricing in your response represents a percentage discount from
MSRP or list, state the percentage or percentage range.

Our proposed discounts range from 0% - 18% off SHI's Advertised List Price. Please see the uploaded price file for category-based discounts. *
61 Describe any quantity or volume discounts or rebate
programs that you offer.

SHI fully understands how important it is for our customers to achieve cost savings. Given the breadth of manufacturers and Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. products that SHI offers, rest assured that opportunities for SHI to secure additional discounts for eligible contract users are plentiful.

We work to provide your contract users with the most advantageous pricing options available, and we go above and beyond to offer better pricing than the contract requires, as often as possible. SHI's position in the marketplace affords us both preferred pricing from software publishers and hardware manufacturers, and leverage when negotiating with partners on our customers' behalf. We will work closely with our network of software publishers and OEMs to identify areas for additional savings and better return on investment for Sourcewell.

The following demonstrates some ways we identify cost savings opportunities for our customers:

Hardware
Volume Purchase Programs: Many hardware manufacturers offer volume discount programs based on customer commitment or contractual agreements. Our product specialists and hardware resource representatives review your purchases and provide recommendations for when you may benefit from these programs.

We ensure you receive all eligible benefits with the assistance of your AE.

Volume Discounts: Even manufacturers without formal discount programs may offer additional discounts based on the size and purchasing volume of Sourcewell. We negotiate with manufacturers to obtain the best price for you. Your AE will analyze SHI's extensive reports to determine product lines or manufacturers where you make large quantity purchases and negotiate accordingly.

Manufacturer Specials/Promotional Pricing: Your AE continuously monitors the market and manufacturer promotions that benefit Sourcewell. They will bring these opportunities to members' attention, considering the timing of the promotion in relation to deployment needs.

Rebates: SHI does not provide standard rebates to member contract users, but we are committed to offering our customers the most competitive pricing from the start. This upfront pricing approach is advantageous for Sourcewell members, as it ensures that they receive the best possible pricing right away. We actively collaborate with OEMs to secure additional discounts for large volume purchases and explore any additional manufacturer incentive programs for which members may qualify. Our aim is to consistently provide the most favorable pricing options available.

Third-Party Manufacturers: While some customers believe they must purchase OEM peripherals, there are many third-party manufacturers that offer comparable products at lower costs. Your SHI account team will present these options to you, allowing you to select the option that best fits your requirements.

Software
Transactional Licensing Programs: These licensing programs offer significant savings to customers making large quantity purchases without making long-term commitments or forecasts. The discount level is determined by a first-time buy-in, sometimes even with just one license. Your IAMs will provide information on eligibility for these discounts during the quoting process, and your AE will identify these opportunities during meetings with members.

Contractual Licensing Programs: Members' AEs review purchase history and make recommendations for contractual licensing programs. These opportunities are typically identified based on comprehensive purchase history reports from SHI. We not only review individual purchases to identify new volume license agreements but also assess current agreements to recommend negotiations for higher discount levels and better terms.

ITAM Services
Our IT Asset Management (ITAM) team helps customers optimize hardware and software investments to ensure continuous compliance and cost savings. With a range of services tailored to customers of any scale and industry, our ITAM team leverages its expertise in managing complex infrastructures. They provide services such as *
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. data analysis, inventory management, licensing consultation, ITAM policy and process consulting, and service delivery management.

Our team of over 80+ ITAM subject matter experts (SMEs) has unparalleled experience in achieving ITAM goals in various complex scenarios, serving customers with infrastructures ranging from 500 devices to 500,000 devices.
62 Propose a method of facilitating "sourced" products or related services, which may be referred to as "open
market" items or "nonstandard options". For example, you may supply such items "at cost" or "at cost plus a
percentage," or you may supply a quote for each such
request.

When a customer requests the Sourcewell contract, all products will be considered contract purchases and therefore will be quoted with pricing that aligns with our category-based discounts off SHI Advertised Price. *
63 Identify any element of the total cost of acquisition that is NOT included in the pricing submitted with your response.

This includes all additional charges associated with a
purchase that are not directly identified as freight or shipping charges. For example, list costs for items like predelivery inspection, installation, set up, mandatory training, or initial inspection. Identify any parties that impose such costs and their relationship to the Proposer.

Given the overall breadth and customizable solutions offered under this contract, it would be hard to detail every item that will not come standard with a given purchase. However, pre-delivery inspection, installation, project management, training, and additional set-up services are not part of standard cost unless a customer specifically requests these services at the time of quoting. In addition, non-standard shipping options detailed in question 64 and credit card fees detailed in question 58 are not included in the product price.
*
64 If freight, delivery, or shipping is an additional cost to the Sourcewell participating entity, describe in detail the complete freight, shipping, and delivery program.

Shipping costs will vary depending on the equipment being ordered.

In many cases, client hardware is shipped at no additional cost to the customer. Standard shipping will be covered, but special delivery requirements, expedited shipping, custom configurations or palletized shipments will be subject to a shipping charge. If shipping needs to be charged, SHI will charge the customer actual shipping per purchase.

SHI sources products directly from OEMs and an expansive network of authorized distributors. As a reseller, SHI does not directly determine the cost of shipping for each order. Instead, we pass through actual shipping charges which can only be determined at the time of quote as they are based on size and weight. To reduce shipping costs, SHI will ship from the location with inventory closest to the customer's shipping address if possible.

SHI can ship products via any method the customer desires. These include:
• Standard delivery: The product is delivered to a fixed delivery point (such as a warehouse). Often, shipping is free on standard delivery orders. Exceptions include very large pallets (servers that are racked/stacked), and any order that requires custom configuration.
• Overnight and second-day delivery: this option is available for any non-custom items upon request. There is a fee for expedited delivery. Shipping prices are determined by size and weight of the delivery and can be discussed at time of quoting.
• Deskside delivery: SHI's logistics company delivers the product directly to the end users' desk location within the customer's building. Loading dock may or may not be available. There is a fee associated with deskside delivery. The fee is based on the size and weight of the shipment and will be priced out at the time of quoting.
• Inside delivery: The product is delivered to a location inside of a customer's building. SHI's logistics company unloads the delivery vehicle. Loading dock may or may not be available. There is a fee associated with inside delivery. The fee is based on the size and weight of the shipment and will be priced out at the time of quoting. *
65 Specifically describe freight, shipping, and delivery terms or programs available for Alaska, Hawaii, Canada, or any
offshore delivery.

Orders shipped to destinations in Alaska and Hawaii may incur additional freight fees. *
66 Describe any unique distribution and/or delivery methods or options offered in your proposal.

SHI maintains relationships with large IT distributors, as well as smaller, local distributors, and manufacturers directly. We leverage our unique distribution model with these partners to drop ship orders directly to customers' locations. Our extensive network of distribution centers throughout the US reduces time to market for our customers. SHI always ships from the location closest to the customer's shipping address with available inventory and the best pricing option.

SHI Integration and Configuration Centers
SHI has provided software and hardware integration services for over 20 years to global enterprises, mid-market organizations, and Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

Bid Number: RFP 121923 Vendor Name: SHI International Corp.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 state and local government customers. We offer a wide variety of services available through our two state-of-the-art, ISO 9001:2015 certified facilities, Knox (end user compute) and Ridge (data center) -created to provide scalable, customized, and effective integration solutions at every step of the way and for every size of deployment.

Our integration services provide:
• Expertise and experience
• Lower overhead costs
• Certified resources
• Reduced labor costs
• Quicker deployment timelines
• Reduced risk
Our configuration experts and integration centers make configuring and shipping customized hardware a seamless, effortless process.

Our goal is simple: to meet and exceed expectations while providing a quality turnkey solution.

Knox Warehouse and Configuration Center
The Knox warehouse and configuration center is used for advanced systems and provides custom-configured, ready-to-ship machines.

Our 305,000-square-foot facility is static-free, climate-controlled, and protected by the most rigorous physical security and cybersecurity.

The configuration center employs a variety of servers, network switches, hubs, barcode printers, and cabling to provide a secure and robust production and testing environment. Equipment is regularly added and replaced to keep up with changes driven by technological advancement and client requirements.

Knox contains 330 build stations where SHI team members can simultaneously configure approximately 1,350 devices and utilize an efficient workflow to image and configure up to 3,500 systems per day. The warehouse facility allows SHI to pre-configure and stock machines with the most popular client-specific images to provide minimum turnaround time.

Ridge Integration Data Center
A team of 140 employees staff the Ridge integration center and expands SHI's ability to support advanced data center solutions, including integration services that combine components from multiple manufacturers into ready-to-deploy rack systems. To facilitate expansion, SHI keeps an equal number of completed build rooms and rooms left available for future use. The build rooms are used to build and automate integration workflows to increase the efficiency and accuracy of work. The facility allows SHI to power more than 150 racks simultaneously.

The Integration Data Center Services (IDCS) organization provides technology-related services of the highest quality to support our customers' unique requirements. The IDCS team at Ridge provides a suite of data center services to accommodate any technology need.

SHI integrates individual custom build requirements into our quality control platform for documentation, verification, and reporting. SHI's preconfiguration platforms increase deployment speed and reduce risk and complexity by constructing solutions in the staging facility.

These configuration warehouses offer a variety of support services prior to delivery of end-user and data center hardware. • Server rack and stack (Ridge)
• Advanced configuration
• Mobile device configuration
• Integrated add-ons
• Asset tagging
• Image deployment
• Laser etching
• Activation
• Kitting
• Custom label and packing
• Inventory management
*
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp.

Table 12: Pricing Offered
Line
Item The Pricing Offered in this Proposal is: * Comments 67 b. the same as the Proposer typically offers to GPOs, cooperative procurement organizations, or state purchasing departments.

Table 13: Audit and Administrative Fee
Line
Item Question Response *
68 Specifically describe any self-audit process or program that you plan to employ to verify compliance with your proposed Contract with Sourcewell. This process includes ensuring that Sourcewell participating entities obtain the proper pricing, that the Vendor reports all sales under the Contract each quarter, and that the Vendor remits the proper administrative fee to Sourcewell. Provide sufficient detail to support your ability to report quarterly sales to Sourcewell as described in the Contract template.

SHI's Capture and Strategy organization has multiple team members dedicated to our compliance and the success of
the Sourcewell contract, including our Capture and Business Development Manager, Contract Compliance, and Contract
Reporting Analysts.

Capture and Business Development Manager
As we mention throughout this proposal, Sourcewell will continue to have a dedicated Capture Manager, Tory
Pubylski, working with the assigned SDA to consistently monitor our contract usage, compliance, and opportunities to grow the contract together.

The Capture Manager will work with the Compliance team to train all sales teams utilizing the Sourcewell contract immediately upon award so that field and inside sales are aware of how to adhere to accurate contract pricing and terms and conditions of the contract. Tory will serve as the main point contact of for any issues or concerns that arise during the contract.

Contract Compliance
Sourcewell is looking for a partner that takes contract compliance seriously. We understand the importance of this aspect of the business, which is why SHI's Contracts
Compliance organization is focused on meeting agreed-upon requirements. This team is comprised of five members who can confirm we meet the expectations outlined in your RFP and subsequent contract. We do this during the proposal process, contract negotiation, and beyond through:
• Issue investigation and resolution
• Proactive internal auditing
• Proactive tracking of operational obligations
• Process improvement recommendations
• Strategic updates
If inquiries or reviews are required, our dedicated team can investigate and provide findings with a suggested path
forward, which we believe will strengthen our working
relationship.

Pricing, Reporting, and Administration Fees
To ensure proper pricing, SHI will create a custom catalog in our system based on the agreement with Sourcewell. This contract pricing is visible to customers on our website-with real-time updates using live data feeds from SHI's suppliers.

Our web catalog team manages the catalog content and
audits pricing to ensure accuracy.

In addition, we can run reports related to purchases made under Sourcewell's contract. Orders placed through the
website and with our Inside Sales teams will capture the Sourcewell contract number so the sale will show when the Contract Reporting Analyst pulls the quarterly report. We can also collect data in customized fields and can deliver both standard and custom reports.

SHI can deliver standard reports in one of three formats, including:
• Contract invoice detail
• Manufacturer profile
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. • Invoice detail
After the reports are reviewed and confirmed to be accurate, the analyst will submit them directory to our Supplier
Development Administrator and then coordinate payment with our accounting department for the correct amount in
administrative fees to be paid to Sourcewell.

Sourcewell Dedicated Contract Capture and Compliance
Team Members
Victoria (Tory) Pubylski, Capture and Business Development Manager -- As Capture and Business Development Manager, Victoria, or Tory as many know her, manages the SHI
relationship with the Sourcewell Cooperative. Tory works to grow SHI's business under our awarded contract with
Sourcewell by training our sales teams, joining customer calls, answering customer inquiries, and connecting
customers to their SHI account executives. She also works with SHI's account executives to understand the contracts we have available to their customer base, how to appropriately utilize them, and prepare them for strategic upcoming RFPs where there could be an opportunity to increase our support through new contracts.

Tory has supported the public sector at SHI since 2015 as a Sales Support Operations Manager. She joined the Public Sector Proposals team in 2018, supporting government and education until transitioning to her current role in 2022. She feels most rewarded in her role when providing training and information to our sales teams and seeing their passion for how to support their customers as best as possible. She currently resides in Austin, TX.

To learn more about Victoria or to view her background and resume, please visit her on LinkedIn at
https://www.linkedin.com/in/victoria-tory-pubylski-604b4583/.

Arianne Mount, Director of Public Sector Contract Compliance - Arianne started her career with SHI more than 15 years ago as an Inside Account Manager. She then transitioned into a sales support specialist role, serving SHI's business units in a sales analyst capacity. That role evolved into a leadership position for two separate teams, which helped manage all incoming legal and proposal submissions. These teams also tracked results and developed data-based
strategy updates. Following her success in that role, Arianne was offered an opportunity to manage a proposal operations team focused on the proposal lifecycle, metrics, and data-led strategy. In 2022, she expanded her team to include contract compliance, which supports SHI's salesforce and customers with their public sector contracts.

Arianne currently manages a team of public sector
compliance specialists responsible for strategy, reviewing capabilities, initiating new processes to align with customer requirements, tracking cadenced operational obligations, and issue investigation and resolution. She feels most rewarded in the role when her team can impact day-to-day processes for SHI and improve customer satisfaction with their contracts.

Arianne is a resident of central New Jersey. To learn more about Arianne or to view her background and resume,
please visit her on LinkedIn at
https://www.linkedin.com/in/arianne-mount-2b301146/.

Anthony Sapichino, Sr. Contracts Compliance Specialist-Sr.

Contracts Compliance Specialist Anthony Sapichino works at the pre- and post-sales stages to ensure that SHI is
compliant with our public sector contracts. In his role, he supports everyone from our proposals team to the post-sales team with compliance issues, helping to ensure that SHI is compliant with all requirements.

Anthony has been with SHI for over ten years, beginning as an Inside Account Manager supporting mid-Atlantic public sector accounts for two years before becoming a manager *
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. in the strategic space. He was a manager for seven and a half years before recently moving over to the compliance team. Anthony resides in Parlin, NJ. To learn more about Anthony or to view his background and resume, please visit him on LinkedIn at https://www.linkedin.com/in/asapichino/. 69 If you are awarded a contract, provide a few examples of internal metrics that will be tracked to measure whether you are having success with the contract.

In our experience, there are a few key indicators of success for contracts of this type:

1. Overall sales revenue
The first, and most obvious, is simply the number of sales that are being done through the contract. We look for these to grow each month.

2. Number of entities using the contract.

We believe that to be viewed as a successful partner to Sourcewell we need to be adding net new buying entities to the contract.

3. Number of AEs who are using the contract. In
addition to the number of public entities that use the
contract, we also track the number of Account Executives at SHI who make use of the contract. We track this metric
regularly and are always looking for 100% participation with our cooperative contracts.
*

4. Customer Feedback.

We rely on our customers to provide feedback with regards to doing business with SHI and believe this contract's
success can also be measured by customer feedback.

Providing our customers flexible and viable contract options makes their job easier. When we lead with Sourcewell and educate members on value, we expect we will get positive feedback.

SHI has tracked these numbers under our current awarded contract and based on these metrics, SHI's current
Sourcewell contract has been very successful. We will
continue to analyze this same data under a new awarded
contract to ensure we stay on the same path.
70 Identify a proposed administrative fee that you will pay to Sourcewell for facilitating, managing, and promoting the Sourcewell Contract in the event that you are awarded a Contract. This fee is typically calculated as a percentage of Vendor's sales under the Contract or as a per-unit fee; it is not a line-item addition to the Member's cost of goods. (See the RFP and template Contract for additional details.)
SHI proposes a 1% Administrative Fee. We believe this
nominal fee keeps the contract competitive and even more marketable.
*
Table 14A: Depth and 8readth of Offered Equipment Products and Services Proposers must designate if they are seeking an award in Category 1 only or Categories 2 and/or 3. As stated in Section II.

B.1. of "REQUESTED EQUIPMENT, PRODUCTS, OR SERVICES," Proposers responding to Category 1 must offer a complete electronic catalog system permitting Sourcewell and Sourcewell Participating Entities to make web-based purchases." Proposers submitting a proposal in Category 1 must include at least one solution in each of Categories 1, 2, and 3 within its singular proposal. For example, if a Proposer offers solutions within the scope of Category 1, 2 and 3 the Proposer should designate it is seeking an award in Category 1. Proposers seeking award in Category 2 and/or 3 must include at least one solution offered within the scope of the desired Category.

Line Item Category 1 Category 2 Category 3
71 Yes
No
Yes
No
Yes
No
Table 148: Depth and 8readth of Offered Equipment Products and Services Line
Item Question Response *
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. 72 Provide a detailed description of the
equipment, products, and services that you
are offering in your proposal.

We are pleased to offer our comprehensive catalog of products and services to meet the unique needs of each Sourcewell member in response to this RFP. We pride ourselves on our vendor-neutral approach, which allows us to provide the most suitable technology solutions for various IT environments. Our offerings span a wide spectrum, from software and hardware to cloud services and more, courtesy of our extensive partnership network of over 15,000 product partners.

SHI is committed to offering full IT solutions to Sourcewell members, ranging from basic software and hardware commodities to sophisticated, end-to-end data center solutions. Our expertise in crafting IT solutions that perfectly align with our customers' needs ensures that your members will benefit from our wealth of knowledge in designing, implementing, and optimizing IT ecosystems.

We offer a broad range of IT solutions that cater to the unique needs of Sourcewell's members.

1. Hardware and Software Products: SHI offers a wide array of hardware and software products from leading manufacturers. We collaborate with top technology partners such as Apple, Microsoft, Adobe, Dell, HP, and Cisco.

2. Advanced Solutions: SHI provides advanced solutions like cloud computing, data center infrastructure, networking, and security. Our cloud solutions include services for public, private and hybrid cloud environments.

3. IT Asset Management: SHI helps businesses manage their software and hardware assets more effectively. We provide services for software licensing, hardware lifecycle management, compliance and risk management.

4. Professional Services: SHI's professional services team can help with everything from initial assessments and consultations to full implementations. These services can help members optimize their IT environments and implement new technologies.

5. Support Services: To ensure smooth operation, SHI offers a range of support services, including hardware maintenance & support, software support, and managed services, delivered directly by our internal teams, by the manufacturer directly, or by subcontracting through our elite partner network.

6. E-commerce: Our robust e-commerce platform allows customers to purchase IT products easily and track their orders.

7. Sustainability: SHI also focuses on providing sustainable IT solutions. We offer services like IT asset disposal and recycling to help customers reduce their environmental impact.

In summary, SHI's wide range of IT solutions is designed to help entities address their technology challenges, optimize their IT investments, and navigate the everchanging technology landscape.

Our strategic technology partnerships can be viewed on the partner page of SHI.com. https://www.publicsector.shidirect.com/public-sector/brands Our purpose is to provide the best overall value to Sourcewell, and we understand that this goal is achieved through a combination of world-class support, aggressive pricing, and extensive product and service offerings. Our objectives align with your mission to "provide leading solutions that empower community success," and we accomplish this by remaining laser-focused on customer relationships: every SHI employee understands that we are here because of our customers and will remain here only as long as we continue to provide extraordinary products, services, and customer satisfaction.
*
73 Within this RFP category there may be
subcategories of solutions. List subcategory
titles that best describe your products and
services.

SHI is a customer-centric provider of diverse software, hardware, and IT products.

We are proud of our wide array of services and support, offered directly or via our expansive network. We collaborate with 15,000 unique publishers and OEMs, holding top-tier certifications from leading OEMs such as Apple, Cisco, Dell, HP, Microsoft, and VMware. As the technological landscape evolves, so does our product catalog, constantly updating to meet customer demands.

Our IT solutions range from software and hardware procurement to comprehensive data center solutions. Below, we provide subcategory titles along with details on some of our most up-to-date solution offerings.

Hardware
End-User
• Devices - PCs, Laptops, Tablets and Smart Phones
• Peripherals - Monitors, Cables, Accessories like Keyboards, Mice, Headsets, Memory, and Audio/Visual Equipment, etc.
• Digital Signage, Kiosks, and Touchscreen Devices
• Mobility - Tablets, Smart Phones, Printers, Mobile Device and App Management
• Unified Communications and Collaboration (UCC) - Devices, conferencing and collaboration platforms, cameras, headsets, etc.
• Services: Imaging, configuration, asset tagging, inventory, warehousing, kitting, Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. and shipping
Print - Printers, Scanners, MFDs, Toners and Supplies
Data Center - Servers and Storage, Power and Cooling, and Services:

Configuration, asset tagging, kitting, and shipping
Networking - Wireless, Routers / Switches, SD WAN, Connectivity Software
SHI has partnerships with thousands of software partners, including key relationships with publishers like Microsoft, Adobe, IBM, VMware, and SAP, and we offer a wide range of services delivered directly by our internal teams, by the manufacturer directly, or by subcontracting through our elite partner network.

Cybersecurity/SOC Monitoring
As your organization pursues cloud, digital transformation, and remote workforce strategies, SHI can help you defend against cyberattacks' growing threat and navigate complex regulatory requirements. SHI works with leading cybersecurity technology providers to promote sound information security governance and ensure that your infrastructure, data, and people are protected.

Our solutions center around Identity and Access Manager, Application Security, DataCentric Security, Data Center and Cloud Security, Threat and Vulnerability Management and services, including security risk assessments, incident response, program strategy and operations, and security strategy consulting.

From assessment to implementation, we help organizations reduce risk with a dynamic approach that strikes the right balance between people, processes, and technology. Here are some of the ways that we can advance your cybersecurity:
• Secure Governance: In a rapidly evolving landscape of threats and regulatory obligations, SHI helps you address cybersecurity governance challenges by effectively setting strategy, standardizing processes, enforcing requirements, and ensuring you have the resources in place to achieve security and business goals. • Secure Infrastructure: SHI takes a balanced approach to cybersecurity that ensures consistency across on-premises, hybrid and multi-cloud environments. Our experts help you address modern data center challenges with a strategy that starts with architecture and optimizes security controls and policies. • Secure Data: SHI helps shift your focus from trying to secure everything to protecting what matters most - your data. We work with you to locate and understand your sensitive data, so you can establish exactly what you are trying to protect and ensure the appropriate controls are in place. • Secure People: We partner with you to address the human element of cybersecurity. Our solutions and services enable you to thwart attacks that exploit human vulnerabilities, including malware, phishing, and impersonation across email and the cloud.

Cloud
Our Cloud solutions teams can help customers navigate Public and Private Cloud Environments, as well as Software as a Service (SaaS), Hybrid SaaS, Infrastructure as a Service (IaaS), Platform as a Service (PaaS), Database as a Service (DBaaS), Unified Communications as a Service (USaaS), "X" or Miscellaneous as a Service (XaaS or MaaS) solutions. We also offer a wide range of cloud services, including cloud migration, optimization, and management, and we have partnerships with major cloud providers like Microsoft Azure, AWS, and Google Cloud.

EULA Management
SHI offers EULA review services for a fee. The end-user license agreement services are performed by a contract administrator experienced in negotiating software license agreements. These services offset the burden of risk our customers must manage for what is considered "long tail" software publishers, meaning those non-major or strategic partners. SHI works with you to establish a playbook of rules, processes, and policies related to identifying risk and how best to contractually address the various software publishers in scope. After a negotiation, SHI prepares a summary for your review and action. This summary would include details about any remaining risks, concessions made, requirements the publisher refuses, etc.

Advanced Solutions Group (ASG)
The IT landscape has seen significant changes over the past decade, with a growing focus on holistic solutions that address evolving customer needs, as opposed to mere commodity products. Responding to this shift, SHI developed our Advanced Solutions Group (ASG) to provide solution-based support. This team, comprising over 600 technical experts holding 3,000 certifications in various products and solutions, is dedicated to meeting Sourcewell members' requirements, guiding you to the right technology, and aiding in integrating that technology into your environment. The Advanced Solutions Group, like all of SHI, maintains a vendorneutral stance, utilizing its vast experience to tailor discussions that best suit each member's specific needs. We provide support during the strategy and solution design phase of a project, assisting with planning, assessments, conceptualization, Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. proof of concepts, and procurement of demo units.

Our ASG team has focused solutions groups including:
o End-User/UCC
o Cloud Design, Adoption, Optimization and Management
o Data Center Technologies - Server/Storage/Backup
o Networking - Core, Edge and Transport
o Security Solutions
These teams, include solutions engineers and professional services support, working armin-arm with our devoted OEM partner teams to assist our customers in keeping pace with their evolving IT needs and facilitate seamless technology adoption.

Professional Services
Our professional services teams are vendor-neutral and use an extensive range of experience to help tailor conversations optimally for any member's specific environment. We see our professional services offerings as a differentiator in the hardware and software reseller marketplace. Our objectives are to 1) help ensure our customers are purchasing the right solution, 2) help our customers deploy the chosen solution as rapidly as possible while minimizing risk, and 3) maximize customers' adoption of the chosen technology, thereby maximizing the value of their investment.

Managed Service Provider (MSP)
SHI's Managed Service Provider (MSP) solutions include a wide range of services, such as network management, cybersecurity, data backup and recovery, cloud services and our complete portfolio of Modern Workplace Services.

Modern Workplace Services
SHI's Modern Workplace Services (MWS) cover hardware Lifecycle Services, MultiVendor Platform Support (MVP), Asset Recovery, Digital End-User Experience (DEX), Staff Augmentation, Mobility and Warranty services.

Lifecycle Services
The modern workplace has become increasingly dynamic. However, varied locations, schedules, and technology use can all be costly considerations when managing your workforce. SHI's Device as a Service (DaaS) solution is designed to help Sourcewell members adapt to this change, providing outcomes that achieve cost and operational efficiencies. We provide comprehensive management of all your devices across every stage of the asset lifecycle and are committed to keeping your end users productive and engaged.

Our customizable solution ensures you have the devices you want, the support you need, and the lifecycle of your devices managed based on a predictable, monthly, per-device cost. DaaS is an alternative to a traditional lifecycle services procurement approach. It provides customers access to the latest end-user computing and allinclusive managed services to help meet their ever-changing technological needs.

Each DaaS engagement is customized to include configuration, deployment, technical and warranty support, and IT asset recovery and disposal solutions.

DaaS can provide substantial benefits to members, including increased flexibility and multiple device options, and it accommodates IT budgets and operations with OpEx, hybrid and CapEx models. The DaaS model allows for a per-unit, per-month fee for the member's contract term, including the hardware's pricing and all related services.

ZeroTouch Provisioning
Regardless of the devices and operating systems that customers opt for, SHI can aid them in establishing a ZeroTouch deployment strategy. This is possible due to SHI's leadership in Zero Touch capabilities since its inception in 2011, and its commitment to OEM program adoption.

SHI provides support for a variety of platforms, including Apple Business Manager, Windows Autopilot, Chrome Zero Touch Enrollment, Android Zero Touch Enrollment, and Samsung Knox Mobile Enrollment.

With a history of being at the forefront of such services, SHI was the first reseller to offer Apple Business Manager, enroll devices into Autopilot, and provide ZeroTouch Services for Chrome.

Multi-Vendor Platform Support
MVP Support helps businesses confidently support multiple enterprise platforms to dramatically reduce costs and eliminate complexity often found with multi-vendor support services. MVP Support is a global support solution powered by Level 3 engineering PODs, service delivery, critical incident management, and a powerful integration platform to support complex vendor escalation workflows and processes.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp.

Digital End-User Experience (DEX)
SHI's Digital Employee Experience (DEX) service provides an accessible view of everything affecting an end-user's performance. It fosters a productive user experience in which IT issues are detected, diagnosed, and resolved often before users even feel the impact. Our DEX Managed Service includes deployment, configuration, and optimization of your digital experience platform, allowing you to take full advantage of your current OEM toolset. We allow our customers to sit back and relax by helping them gain complete visibility and insight through advanced dashboards to create automated and proactive responses, resolving issues before disruptions occur.

Staff Augmentation
SHI's Staff Augmentation program is built on the expertise of our elite partner network of staffing providers. SHI maintains relationships with a wide range of staffing partners around the world, enabling us to find the right blend of SHI internal and staff augmentation resources to address even the most complex requests. Through this robust network, SHI can ensure that our customers have a deep and diverse candidate pool as they seek to accelerate their business by infusing talent and expertise through staff augmentation.

We source the perfect IT professionals for your needs by:
• Obtaining a complete understanding of each assignment. • Developing a thorough search plan that may include pre-identified targets, organizations, resumes in our database, Internet advertising and searching, and engaging one of our qualified partners.
• Conducting a multiple screening process, which includes our technical recruiter, recruiting manager, and one of our technical resources. • Checking professional references prior to the client interview. • Presenting our top candidates to you for review and interview.

SHI provides members the benefit of having fast responses from our dedicated resources who act as a single point of contact to assist with onboarding and offboarding candidates with no hidden fees all backed by our reliable recruiting process.

IT Asset Management (ITAM)
The IT Asset Management (ITAM) team at SHI helps our customers optimize Hardware and Software investments to ensure continuous compliance and cost savings. The ITAM team at SHI has a full portfolio of services to support customers of any scale, industry, and sector. With a team of over 80+ ITAM SMEs, many of whom are former auditors themselves; SHI has Data Analysts, Inventory Engineers, Licensing Consultants, ITAM Policy and Process Consultants, and Service Delivery Managers on hand to become an extension of your existing resources.

Our ITAM team provides SAM services to customers ranging from 500 devices to 500,000 devices with widely varying and complex infrastructures. ITAM Services combine:
• Volume License expertise supporting the world's most complex IT environments since 1989.
• Inventory and discovery expertise
• "Best of Breed" SAM toolsets
• SaaS-based IT Asset Management platform with 24/7 web portal • Best Practice Service Management
• ISO 19770-1 aligned SAM Process and Policies
• Dedicated SAM Licensing and Inventory Consultants, Licensing and Inventory Engineers, Process and Policy Consultants, Service Managers, and former auditors. • Compliance and optimization baseline: A license compliance and optimization baseline is a one-time assessment of a publisher or publishers that identifies trends in your current licensing, surplus license opportunities, and licensing deficiencies to be reconciled. With the baseline, you can make informed decisions regarding license contracts, maintenance renewals, and software procurement for cost savings, reduced risk, and recycled software assets.
• Audit defense: SHI has a full, rapid-response audit defense team to assist customers in any audit situation. This service has resulted in an average settlement of 10% of the publisher or auditor's findings.

Workshops and assessments: We provide various customer workshops and assessments, from ITAM maturity assessments to cloud readiness reviews to ITAM ROI value workshops. Whether you are unsure of what software your organization has deployed, what software your license agreements entitle you to deploy, are looking to mitigate compliance risk, or reduce overall software costs, our IT Asset Management services can help you take control of and manage your assets.

The Workshop
The SHI Software Asset Management (SAM) Planning Workshop ("the Workshop") is *
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. a compact, disciplined process that ensures the right software entitlements, measures, and collection processes are in place. The Workshop brings together all the personnel, skills, and experience needed to coordinate and plan the complex process of gathering information for asset and compliance management. The Workshop ensures that you have addressed all the software audit risk areas and are prepared to deflect audit threats and defend against audit claims without the typical (and expensive) audit "fire drill".

SHI's SAM Workshop describes all of the infrastructure and processes necessary for the effective management, control, and protection of software assets throughout all stages of their lifecycle. The strategic goals of SAM include (but are not limited to) the following:
• Control cost and business risk for a stronger financial position • Optimize existing software investments to enable you to do more with what you have.
• Help your organization become more agile by making better use of resources, even in changing business conditions.

SAM provides the following benefits to customers:
• Cost Savings: Lower costs associated with purchasing and maintaining a software library by capitalizing on vendors' overall buying power through singlevolume license contracts. • Risk Management: Control business and legal risks related to improper software deployment.
• SAM Advantage: Stay ahead of the competition through streamlined operations and faster time-to-market.
• Good Governance: Achieve and demonstrate compliance with your responsibilities under government legislation, such as Sarbanes-Oxley. • Disaster Protection: Protect your company's valuable software assets in the event of unexpected adversity.

Whether the goal is streamlining the business of IT with innovative eProcurement, fulfillment, and IT asset management solutions; building hybrid data center and storage solutions; securing your growing diversity of data and assets; or building a truly collaborative digital workplace, SHI has your back at every stage of the technology lifecycle.

Scholastic Esports
SHI's dedicated team of education and technical experts is taking over the scholastic esports space by helping high schools and colleges discover the power of esports and learn the intricacies of the industry. Integrating esports with STEM and CTE enables educators to create a curriculum that aligns with workforce sectors and industries to attract more students.

Scholastic esports (electronic sports) programs are revolutionizing student engagement. The goal of esports is to create high-quality, developmental experiences so students of all backgrounds and abilities can use this as a universal platform to grow socially, emotionally, and academically.

As innovative schools are accelerating their esports environments, this digital transformation is helping students engage in STEM and technology-focused activities, professional development, and school clubs and sports programs. However, the growth and popularity of scholastic esports represent new technology challenges for our customers to procure a successful platform and educational program.

To meet these needs, SHI has developed a team dedicated to esports, which handles everything from building out arenas to curriculum creation. Our objective is to enable schools to build effective and successful esports programs through:
• Professional training, development, curriculum, software (coaches and players) • Esports tournaments (UGC)
• Grants support/procurement
• Selling esports equipment that reacts just as fast as you do! These solutions can be customized to the specific needs of any given school through a comprehensive discovery and consulting process. SHI offers avenues of existing curriculum to use as your own, or expert advisors to help create your own or modify a pre-existing package of curriculum. SHI helps identify, plan, and build an esports program that's right for each organization.

STEM/STEAM
STEM/STEAM technology includes products and/or tools related to supporting education in the fields of Science, Technology, Engineering, Art, and Mathematics. In this age of constantly emerging technology, educators have shifted to focusing on future readiness by helping students increase their digital literacy, driving innovation, and providing them with skills around critical thinking and problem solving, empowering their success so they will be ready to face the world's challenges and Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. solve real-world problems. Here are some examples of STEM technology products:
• Robotics Kits used to teach principles of robotics and programming. • 3D Printers used in engineering and design to create prototypes and models. • Coding and Programming Tools: Software like Scratch, Python, and Arduino are used to teach programming and computational thinking. • Drones and Quadcopters are used for research and education, such as studying weather patterns or learning about aviation and mechanics. • Virtual Reality (VR) and Augmented Reality (AR) Equipment provide immersive learning experiences used in fields like design, architecture, and medicine. • Mathematics Software like GeoGebra, Mathematica, and MatLab are used to study and visualize mathematical concepts.
• Educational Apps and Games designed to teach various STEM concepts in an interactive way.
• Electronic Kits teach electronics and circuitry.
• Maker Spaces Equipment includes various tools and materials for hands-on exploration, such as woodworking tools, sewing machines, laser cutters, etc.

Public Safety and Public Works Solutions
Public safety is not just a concern for police and emergency personnel, but also for cities, counties, schools, and universities. Our public sector sales teams support all of these entities and we offer the following solutions to address their day-to-day needs for communication, security, and safety.
• Security/Surveillance Cameras, Body-worn cameras, and related software. • Rugged Notebooks and In-car Mounting Hardware
• Drones and Add-Ons for Drones; UAVs (Unmanned Aerial Vehicles) • RFID Devices, Antennas, Receivers
• Physical locking solutions and portable security hardware • Software Solutions: Gunshot Detection Software, Investigative Analytics and Interview Room Surveillance Software, Biometric Authentication Software, License Recognition/Reader Software and Mass Emergency Notification Systems Smart City /Internet of Things (IoT) Solutions
Technology is ever evolving and growing, just as cities are constantly expanding and growing. From a combined evolution emerged "smart cities." The goal of a smart city is to optimize city functions and promote economic growth while also improving the quality of life for citizens by using smart technologies and data analysis. SHI is here to help guide our customers to find the technologies that can help turn their vision of a smart city into a reality.

Smart cities use a variety of technologies including software, user interfaces, communication networks, the Internet of Things (IoT), the cloud, and data center technology to deliver connected solutions for the public. With SHI, our customers have access to multiple platforms, a variety of hardware for backup connectivity, and access to multiple vendors-including industry giants like AT&T, Verizon, T-Mobile, Cisco, Intel, and more. We support our offerings with access to vendor-neutral solution architects and engineers, dedicated solution support teams, OEM support teams, and external resources from our hardware and software partners. Together, we provide expert resources to understand your smart city needs and recommend solutions from networking connectivity and handheld devices to server storage and cloud options.

We understand that smart cities and IoT are the technology of the future which can impact and improve the lives of the communities we live in. No matter where you are in your smart city solutions journey, SHI can help you accomplish your technology goals leading us to a smarter tomorrow.

SHI continues to refine our product and service offerings to meet the dynamic needs of our customers in an ever-changing technology landscape. The breadth of SHI's solution portfolio is extensive, and including all sub-categories here would be overwhelming. However, Sourcewell members can rest assured knowing SHI has the expertise and resources to facilitate the right solution for each member's unique environment.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

Bid Number: RFP 121923 Vendor Name: SHI International Corp.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Table 15A: Category 1 - Depth and 8readth of Offered Equipment Products and Services Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary.

Line
Item Category or Type Offered * Comments
74 Computer hardware, including desktops, laptops,
tablets, and related devices;
Yes
No
75 Networking, server, and data storage equipment,
including servers, server appliances, racks and
cabinets, data storage or data protection devices,
and switching technology;
Yes
No
76 Peripherals, accessories, components, and
options, including printers, scanners, monitors,
audio visual, digital signage, virtual reality, Esports equipment, unified communication hardware,
mobility hardware, cabling, modems, routers,
switches, power management, and supplies;
Yes
No
77 Software related to the purchase of the equipment
described in Lines 74-76 above;
Yes
No
78 Configuration, software implementation, hardware
installation, support, assessment, training, and
asset lifecycle services related to the purchase of
the equipment or software described in Lines 74-
77 above; and
Yes
No
79 Security, cloud, network, data, IT asset lifecycle
services, and solutions described in Categories 2
and 3.

Yes
No
Table 158: Category 1 - Industry Specific Questions
Table 15B: Industry Specific Questions relate to products and services offered in Category 1 (see Table 15A).

Line
Item Question Response
80 Describe your capability to report
Sourcewell member purchases of products
with environmentally preferred attributes
(e.g., eco-labeled, rated, or certified).

SHI has the capability to report on green-certified products and does so for numerous customers. SHI will work closely with members to identify and understand green reporting requirements.
81 Identify any reseller certification(s) (or
similar third-party validation of technical
expertise) that your organization has
attained, if any.

Acer-Fully Authorized Globally
Acronis-Platinum Partner
Adobe-Adobe Platinum Reseller
AirWatch-Premier
Alteryx-DMR Partner (Distributor Managed Reseller)
Altova-Elite
APC-Elite Business Network Partner
Apple-Corporate Reseller (Authorized 20+ years)
Arbor-Premier
Arcserve-Platinum
Arctic Wolf-National Partner
Arista Networks-Authorized
Aruba Networks-Platinum
Asus-Authorized
Atlassian-Authorized Reseller
Attachmate-Platinum Partner
Autodesk-Volume Channel Partner (VCP)
Avaya-Sapphire Reseller
AWS (Amazon Web Services)-AWS Premier Consulting Partner; AWS Managed Services Partner
Barco-Authorized Partner, Gold
Barracuda-National
Belkin-Authorized Partner
BenQ-Silver
BeyondTrust-Platinum Partner
Bitdefender-Gold
BitSight-Evangelist Partner
Blackberry-Authorized
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp.

Box-Premier
Broadcom-Elite
Brother-Authorized Partner
C2G-Platinum Partner
Canon-Authorized Partner
Carbonite-Premier Partner
CheckPoint-Three Star National Partner
Cisco-Gold Partner
Citrix-Platinum Partner
Cleartouch-Highest
Cohesity-Strategic National Partner
Commvault-Market Builder - Top Tier
Cradlepoint-Premier NSP
CrowdStrike-Elite Partner
CyberArk-Advanced Partner
CyberPower-Elite Partner
Cylance-Authorized
Datawatch-Platinum
Delinea-Authorized Reseller
Dell-Dell EMC Titanium Black (Authorized 15+ years)
D-Link-Gold Level
Druva-Elite Partner
DynaBook-Platinum Preferred
Eaton-Authorized Partner
Elastic-Professional Partner
Entrust-Professional Partner
Epson-Epson Business First Gold Partner
Ergotron-Gold
Erwin-Authorized
ESET-Silver
Exagrid-Authorized Reseller (Highest level)
ExtraHop Networks-Gold
Extreme Networks (ExtremeNetworks+Aerohive)-Diamond
F5-Platinum Partner
Facebook Oculus-Authorized Reseller
Forcepoint-Titanium Partner
Forescout-Platinum
Fortinet-Expert
Fujitsu-Authorized Partner
GitLab-Select Partner
Globalscape-Authorized
Good Technology (Blackberry)-Authorized
Google-Premiere Partner
GoTo-Platinum Partner
Hewlett Packard Enterprise-Platinum Partner
Honeywell-NBR (National Broadline Reseller)
HP, Inc.-Power Services Partner (Authorized 25+ years)
HPE Aruba Networking Division-Platinum Partner
IBM Hardware-Gold
IBM Software-Gold Business Partner
Infocus-National Partner
Intel-Intel Partner Alliance Titanium Member
IPSwitch-Titanium
Ivanti-Platinum
Jabra-Premier Partner
JAMF-Gold Partner
JetBrains-Authorized
Juniper Networks-Juniper Elite
KEMP-Authorized
Kingston-Authorized Reseller
Legrand (includesC2G, Chief, Da-Lite, Vaddio)-Authorized Partner Lenovo-IDG (Client) (NSP, National Solution Partner); ISG (Datacenter) (NSP/Platinum Partner) (Authorized 12+ years with Lenovo (IBM 20+))
Lexmark-Tier 1, Diamond Edge
LG-Authorized Reseller
Logic Monitor-Authorized Reseller
Logitech-Authorized Partner
LogMeIn-Authorized
LogRhythm-Services Authorized Reseller (Highest Tier)
Malwarebytes-Platinum Partner
ManageEngine (Zoho)-Authorized
Meraki-Gold
MicroFocus-Platinum Partner
Microsoft (Hardware)-Multi-National Authorized Device Reseller and Authorized Global Surface Reseller
Microsoft (Software)-Authorized LSP, AER, SPLAR, MOSP and Government Integrator; Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp.

GSA & DISO Authorized; Authorized Azure Expert MSP
Mimecast-Elite Partner
MobileIron-Iron
Nasuni-Premier
NetApp-Star Reseller
Netgear -Reseller
NetIQ (Micro Focus)-Platinum
NetScout Systems (Arbor Networks)-Platinum
Netwrix-Platinum Partner
Nimble-Platinum
Novell-Platinum Partner
Nuance-Authorized
Nutanix-Master Level Partner, Cloud Champion
Nvidia-Elite (vPro, Quadro, Tesla), Preferred (DGX)
OKTA-Elite Level Partner
Open Gear-Premier Partner (Highest level), Elite
OpenText-Authorized Reseller
Oracle-Oracle Hardware & License Sell Track Partner, Global Platinum Paessler-Gold Partner
Palo Alto Networks-Diamond
Panasonic-Tier A Reseller
Parallels-Premier
PingIdentity-Platinum Partner
Poly (Plantronics & Polycom)-Platinum Partner
Progress Software (Kemp)-Titanium Authorized Partner
Promethean-National Partner
Proofpoint-Platinum Partner
Pulse Secure-Authorized
Pure Storage-Elite Partner
Qualys-Supported Partner
Quantum Storage-Premier Partner
Quest-Platinum Plus Partner
Rapid7-Gold Level Partner
Raritan/ServerTech-Authorized Reseller
Red Gate-Authorized
RedHat-Red Hat Advanced Business Partner
Ribbon Communications-Bronze
Riverbed Technology-Elite Partner
RSA-Titanium DMR Partner
Rubrik-Elite Plus Partner
Ruckus Wireless (CommScope)-Elite Partner
Samsung-Client P4 Platinum Level Partner, Strategic Business Partner. For mobility - Blue Level
SanDisk (Western Digital)-Gold
SAP BusinessObjects-Silver, Large Account
Scale Computing-Platinum
SentinelOne-Platinum Partner
Sharp - NEC-Authorized for Sharp Electronics Display Solutions SilverPeak-Platinum Level
Smarsh-Hybrid Cloud & Emerging Partner
SolarWinds-Elite Partner
SonicWALL-Platinum Partner
Sony-Gold
Sophos-Sophos Select Partner
Spectra Logic-Elite VAR
Splunk-Premier Partner
StarTech-Authorized Partner
SunOracle-Platinum
Supermicro-Tier-1 Diamond
Suse-Platinum Level, Specialized in Sell and Manage
Symantec-Premier Partner
Synology-Authorized Reseller
Tableau-DMR Partner
Tanium-Partner Plus
Targus Authorized
TeamViewer-Authorized Reseller
TechSmith-Preferred Partner
Tenable-Platinum Reseller
Thales-Platinum
Tintri-Elite Partner
Toshiba-Platinum Preferred
Trellix-Platinum Partner
TrendMicro-National Channel Partner
TrippLite-Authorized Partner
Tripwire -Platinum Partner
Unitrends-Top Tier
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp.

Varonis-Gold Partner
Veeam-Platinum Partner
Veritas-Platinum Partner
Vertiv (Emerson, Liebert, Avocent)-Diamond Partner
ViewSonic-Authorized Partner
VMware-Corporate Reseller - Premier Level; Partner Professional Services - Enterprise Level; Aggregator - Premier Level
Western Digital-Authorized
Xerox-Authorized Partner, Gold
Zebra-Authorized Partner / Specialist DMR
Zoom-Performance
Zscaler-Gold
82 Describe your maintenance solutions for
software products, such as maintenance
agreements, software upgrades, continuous
updates, patches, and fixes.

Proactive Renewal Management
SHI's Proactive Renewal Management (PRM) is a value-added service offered at no additional cost to Sourcewell's members. PRM is primarily supported by SHI's PRO Renewal Organizer (PRO) tool but also includes SHI's contract indexing tool, Fine Print, and other value-added services. For a fee, PRM includes ITAM services to help customers optimize their IT investments and achieve cost savings.

It can be challenging for organizations to proactively track expiring IT assets, maintenance, and support agreements. With inconsistent renewal dates across manufacturers and/or products, some organizations rely on the publishers and manufacturers to provide renewal notifications, which can result in missed discount opportunities or unwanted renewals of software you no longer use.

In response to our customers' growing needs around expiring software, warranties, support agreements, and product maintenance programs, SHI created the PRO tool.

This PRO organizer tool compiles your technology renewals into a centralized, rolling, 36-month timeline for simplified budgeting and renewal management. Customers can access the tool via SHI.com, with 24/7/365 availability.

By addressing renewals in advance, you have the option to employ SHI to negotiate with the vendor on your behalf in the following areas:
• IT asset selection: If better IT assets are available, SHI will negotiate with vendors to procure the better assets for our customers. • Product equivalent: SHI works with vendors to find our customers the best replacement when a product becomes unavailable.
• Better pricing: SHI has quoting and pricing processes to help our customers realize cost savings across IT spend. Where possible, we pass those savings along to our customers.
• License agreements: SHI collaborates with vendors to ensure our customers receive the correct number of licenses, obtain the best deals, and have licenses for the correct period. SHI also helps customers manage EULAs.

Optimizing Renewals
The PRO tool stores a complete list of the hardware and software your organization uses and automatically notifies your SHI account team 90 days prior to expiration dates.

Replacing products without a warranty can be costly. SHI's PRO tool can track a member's IT assets, and it can also track maintenance and support renewals.

Maintenance renewals are typically for hardware maintenance but can extend to software. For hardware, there is usually a warranty or maintenance offering that can sold in tandem, or there may be a base-level option included on the initial purchase, which must be renewed after the initial coverage term ends.

For software, members can purchase licenses for a specified period. When the license agreement expires, the agreement needs to be renewed to continue using the software. For software subscriptions, SHI's PRO tool can help you track your software and guarantee you only pay for the software you use.

Outdated equipment and expired software licenses can slow your employees' productivity. Effectively managing your IT assets is not an easy job, but with SHI's PRO tool, you can eliminate wasted time by ensuring employees always have access to the right equipment and software.

Audit Protection
There are two major risks associated with the unauthorized use of software licenses.

First, poor software asset management can result in security vulnerabilities. Second, organizations risk unknowingly committing copyright infringement when unauthorized users download multiple instances of the software.

To manage risk, SHI's PRO tool closely tracks your software licenses and usage, preventing unauthorized users from installing software provided under a license agreement managed by SHI. Some organizations choose to or must undergo a Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. software licensing audit or software compliance audit.

By using SHI's PRO tool, your organization safeguards itself from liability.

How it Works
When new orders are entered into our system, your account team can pull the information into our PRO tool. The tool is designed to notify your account team 90 days prior to the software expiration date; however, 120 days prior to the expiration date, the renewal is assigned to the AE managing your account. Working closely with the member, SHI can learn when and how often they would like quotes sent and how many days prior to software expiration dates they prefer notification.

Your SHI account team then actively works with the customer's procurement team, IT department, or designated point of contact to review options. Regular follow-up continues until the purchase order is placed or the customer indicates that they are no longer interested in renewing the maintenance or support agreement.

When the customer receives an email containing a renewal reminder, they are given the following three options:
• Option 1: "Yes, please send me a quote."
• Option 2: "No, Thanks."
• Option 3: "I would like to schedule a meeting to discuss." The renewal reminder also gives the following information about software renewal:
software expiration date, software publisher, product, SKU, order date, purchase order number, invoice number, and invoice date.

If an IT asset was not purchased through SHI and the customer completes the PRO form to allow SHI to track the asset, SHI only receives the expiration date of the software, software publisher, product, and SKU.

The customer need only click on option 1, 2, or 3 to send a response back to their account team.

Through our PRO tool, we offer proactive management of maintenance, warranty, and support plans that save time and money. With the customer's permission, any products purchased from SHI-or elsewhere-with an expiration date of any kind can be loaded into your renewal organizer. SHI does not see prices for IT assets purchased outside of SHI.

Quotes
In addition to renewals, the PRO tool tracks quotes. At any time, a customer can log in to their SHI.com portal and view their quotes. We keep a complete database of all quotes; however, SHI does not have access to any quotes provided by other resellers because quotes include pricing information.

Sometimes, upon renewal, vendors require a new quote altogether. Our system notifies us of vendor preferences and gives SHI the opportunity to negotiate with vendors on your behalf. This eliminates any additional work on your end. SHI does the work for you, collaborating and negotiating with vendors to provide quotes that best meet your needs.

PRO Timeline
The PRO Timeline is an interactive tool that displays upcoming renewals for the customer's OEMs.
• Users can click the reporting icon to run an in-depth report on the PRO Renewals. Reports can be exported and emailed to a co-worker as well. • Users can also view a history of the original order.

Through the renewal timeline, SHI provides visibility and clarity around renewals for your organization, complementing the workflow of your own software and hardware renewal lifecycle efforts. These efficiencies support our customers' existing operating processes, and in some instances, SHI's PRM service even replaces or fills a void in our customers' existing workflows.

Benefits of PRO
In addition to the timeline, our PRO platform has several built-in dashboards and reports to facilitate ease of use. Additionally, you can click on the PRO Renewal Timeline to view more details. If you need to share the timeline within your organization, the timeline can be exported into Excel.

Moving Renewal Management to SHI
We have extensive experience onboarding new customers and importing their license data for future reporting and renewals. SHI onboards hundreds of new customers every year, and the process for onboarding will vary depending on the size, scope, and licensing needs of the customer. SHI's account team collaborates directly with the customer and software publishers to identify and gather necessary information on each Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. licensing program and agreement. Once we receive the contract information, we populate our PRO tool database and grant your organization access.

To minimize hassle, your account team and our software licensing experts work with you to complete and submit the necessary change of reseller form or process. The PRO Authorization form permits SHI to pull licensing history from manufacturers and publishers, including anything purchased elsewhere. The form provides the licensing type, quantity, coverage terms, and entitlement or agreement numbers, but does not give SHI access to previous pricing. The sole purpose of the PRO Authorization form is to help SHI better track your purchases so that we can better support your organization in the future. Just like the PRO Renewal Management service-the PRO Authorization form is optional for customers to complete.

Sustained Value-added Benefit
SHI's Proactive Renewal Management is a free value-added service for all our customers. The PRO tool gives your organization peace of mind, proactively managing maintenance, warranty, and support plans. With products purchased through SHI automatically loaded into your renewal organizer and quotes automatically sent to you 90 days before the expiration of the service, you can rest assured that SHI keeps track of your software assets. Speak with your account team to find out how to maximize the benefits of Proactive Renewal Management for your organization.

Product security patches/fixes and updates for third-party products SHI resells are the responsibility of the manufacturer.
83 Describe your website and the ease-of-use
for customers, including order placement,
payment, order tracking, etc.

SHI.com is SHI's single-source procurement platform available to all SHI customers.

With over 470,000 products available, our platform offers the latest functionality in a user-friendly interface. From the comfort of the office, members can access the most recent catalog features, customization options, approval routing, workflow, reporting, order status, and our PRO Renewal Organizer (PRO) Timeline.

SHI's procurement platform provides an efficient and intuitive way to access your customized catalog of products and procure any of those products at any time.

SHI.com's business-to-business functionality includes innovative custom catalog capabilities that provide personalized views of product information and enable you to find and compare SHI's products, view key metrics (like frequently viewed products and contract or standard items), and simplify purchasing.

Access
Each authorized user within an organization has a username and password that automatically links them to the approved customer catalog with your contracted pricing.

A manager with employee admin permissions can create and disable user accounts.

The platform is designed to support self-service functions, including registering new users - of which there is no limit. As an IT company, we take privacy and security seriously. Your information will not be shared with software publishers or third parties without explicit permission.

Search Features
Customers can easily find products using our intuitive search functionality. You can select up to five products to compare item features side-by-side. In the product details of a viewed item, you can also add an item to your favorites list. SHI delivers a differentiated customer experience that simplifies purchasing, encourages repeat business, and boasts key metrics like frequently viewed products, contracts, or standard items.

Our catalog is updated daily with the latest information from our partners. SHI.com shows product availability, and if the stock is not currently available, the catalog displays an ETA for quantity and time frame for restocking. If the product in question is out of stock, SHI recommends engaging your dedicated SHI account team for further assistance. We may be able to recommend an alternative option that is currently available.

For products not listed in the catalog, your sales representatives have the ability to upload a tailored quote to the website. This quotation can be conveniently added to the shopping cart to streamline the ordering process, eliminating the requirement for a separate non-catalog buying procedure.

Order Placement
SHI provides an easy-to-use Checkout Process that can also be customized to your specifications:
• Users can save addresses to an address book to easily select the appropriate ship-to address.
• Custom Data Collection-we will create fields to collect the information you need about the purchases your employees make (department, project code, cost center, and so on).

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. • For our Terms Customers-enter a PO number and for our Credit Card Customers-use the security of PayPal to complete your purchase. • See the freight based on the shipping address entered. Some customers require that additional information be captured with each hardware purchase. Therefore, SHI has designed an "interview page" to collect pertinent information.

Order Tracking
SHI.com provides a wide range of search options to quickly locate and view order statuses, tracking information, serial numbers, and invoices.

Returns
Our return process is simple. To request a return, contact your dedicated sales team, via email, phone, or through the "Request Return Authorization Number" section on the SHI.com website.

Your Inside Account Manager will then provide you with a return authorization (RMA) number and a shipping label. With the RMA number clearly included on the shipping label, the customer then ships their return to SHI, and we process the return. In some cases, to expedite a return, SHI will arrange to have the product picked up directly.

Once the return has been fully processed, SHI will credit the customer's invoice. In addition, we send out replacement orders before receiving returns to expedite the process for the customer. More information and details are available at SHI's Return policy.

Approval Routing
Only authorized users within your organization can submit orders on SHI.com.

However, many of our Public Sector customers allow their employees to request products, but not place orders. To accommodate ordering for those employees, SHI provides approval routing through SHI.com. With support for as many levels as your organization requires, requisitions are forwarded to the appropriate people for approval. Once an order is approved, the requestor (and anyone else listed to receive notices) will receive an email confirming approval; the order will then be uploaded into SHI's internal order processing system.

Reporting
The ability to run real-time reports on SHI.com is based on permissions assigned to the usernames; so only authorized users within the organization can run reports. Your SHI account team can also run reports and set up email delivery directly to you. All reports can be set up on a subscription basis and delivered automatically daily, weekly, quarterly, or in whatever frequency you choose. Business intelligence (BI) data is refreshed hourly from our ERP system where the order and invoice data are captured. Data is up to date in BI within one to two hours of when the order is invoiced in our ERP system.

Customization
SHI adds relevant content to the website regularly and offers tremendous customization. On your SHI.com homepage, we can display your logo, welcome messaging, highlight featured products and company standards. Also, the News and Announcement section can provide pertinent product announcements, end-of-life information, support information, promotions, webinars or unique event invitations, and other industry news that may be of interest to your organization. SHI will notify your procurement team of any information before it gets posted. Communication with your Account Executive will enable blanket purchase orders to be built into our internal AX application and customized messages to be displayed on the website.

Additional customization includes:
• Set up users by groups: Purchasers, IT Department, Accounting. • Custom Checkout and Pre-loaded address list.
• Setup basic Approval Routing.
• Create custom product configurations.

Training
To better help your organization use the many features SHI.com has to offer, SHI's ecommerce specialists provide training to employees authorized to access Your Home @ SHI.com. We will work with Sourcewell to determine the training program and schedule that works best for you.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp.

Table 16A: Category 2 - Depth and 8readth of Offered Equipment Products and Services Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary.

Line
Item Category or Type Offered * Comments
84 Cybersecurity services, such as cyber risk
assessments, program strategy and
operations, zero trust, skills and training,
penetration testing, threat and vulnerability
management, content security, network
visibility and endpoint detection, log
aggregation and correlation, disaster
response and recovery, and managed
cybersecurity;
Yes
No
These services are included as part of SHI's entire
catalog of products and services offered as part of
Category 1 for this contract.
85 Physical security services, such as site
assessment, upgrade planning and execution
design, installation, integration, access control,
video management, and managed physical
security services;
Yes
No
These services are included as part of SHI's entire
catalog of products and services offered as part of
Category 1 for this contract.
86 Cloud, such as Infrastructure as a Service
(IaaS), Platform as a Service (PaaS),
Software as a Service (SaaS), and strategy,
design, migration, deployment, and managed
cloud solutions;
Yes
No
These services are included as part of SHI's entire
catalog of products and services offered as part of
Category 1 for this contract.
87 Network, such as maintenance and
monitoring, edge computing, SD-WAN and
LAN, and data center networking;
Yes
No
These services are included as part of SHI's entire
catalog of products and services offered as part of
Category 1 for this contract.
88 Data, such as data modernization, data
backup, data and document processing and
storage, and assessment, validation,
production, and management of AI and
machine learning solutions; and
Yes
No
These products and services are included as part of SHI's entire catalog of products and services offered as part of Category 1 for this contract.
89 Related solutions, such as endpoint security
products, network security technologies,
identity and access management
technologies, security analytics, data security
products, IP video monitoring systems,
intelligent controllers, mission control systems,
electronic locks, network infrastructure, and
server room technology.

Yes
No
These products are included as part of SHI's entire
catalog of products and services offered as part of
Category 1 for this contract.

Table 168: Category 2 - Industry Specific Questions
Table 16B: Industry Specific Questions relate to products and services offered in Category 2 (see Table 16A).

Line
Item Question Response
90 Describe how you help organizations with
their zero-trust programs, if applicable.

SHI's security experts help customers understand the components of a Zero Trust program, how they fit together, and what technologies support it, and then help them select those technologies based on deep technical proficiency. Zero Trust assessments cover the customer's entire environment from their end-users, devices, networks, and applications to data.

Benefits of a Zero Trust program:
• Improve overall security posture
• Improve end-user experience and productivity
• Transform the way security teams work together
• Simplify the security stack
• Optimized security costs
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. 91 Describe how you deliver cybersecurity
solutions in accordance with the National
Institute of Standards and Technology
(NIST) framework, if applicable.

SHI Security Solution Architects (SSA) are responsible for the delivery of security practice-specific project-based client engagements. The SSA evaluates client business and technical requirements and develops enterprise-wide critical security control-based solutions. With an average of 8-20 years of industry experience, the SSAs serve in different roles within organizations and have acquired a diverse security background formulated from business verticals such as financial, automotive, insurance, life science, technology, and public sector establishments.

Our SSA team members' expertise includes policy and procedural development aligned with industry frameworks and supporting industry compliance regulations such as, but not limited to, ISO 27001, NIST/FISMA, HIPAA, CJIS, and PCI standards.

Delivery formats provided as a part of our engagement strategy include security workshops, architecture rationalization capability, and recommendation and roadmap development.

Team members hold an average of two to five certifications, such as, but not limited, to:
• Certified Information Security Manager/Auditor (CISM/CISA) • SANS Global Information Assurance Certification (GIAC; GSEC; GCIH; GICSP; GPEN)
• Certified Information Systems Security Professional (CISSP) • Certified Ethical Hacker (CEH)
• Information Technology Infrastructure Library (ITIL v3) • Certified Cloud Security Professional (CCSP)
• Over 100 Industry Partner Certifications including but not limited to: CISCO (CCIE); (CCNP); Palo Alto (PCNSE); Fortinet (NSE) Checkpoint (CCSE) and many others.

SHI will also assign a Project Manager (PM) to manage the overall delivery of each project. Our qualified Project Managers cover all aspects of formal project management, from the "initiating" phase through "closing".

Please see attachment titled "SHI Technical Certifications." 92 Please list any certifications or testing
results you or your partner(s) hold which
show security posture in your proposed
solutions, if applicable.

Please see attachment titled "SHI Technical Certifications." 93 Describe how you deliver cloud solutions in
accordance with the NIST definition of
cloud computing, if applicable.

SHI's cloud support services provide insight into your cloud environment, allowing us to make tangible recommendations that benefit your organization. We can help identify overprovisioned or dormant resources, analyze historical usage to determine more favorable pricing models, and provide ongoing monitoring to ensure you stay on track with a secure, cost-efficient, and optimized cloud environment. Our certified solutions architects and technical consultants combine their expertise to deliver services that optimize the business and IT benefits of public, private, and hybrid cloud technologies.

Our support services include:
• Cloud Platform(s) Service Onboarding: Cloud adoption starts with onboarding into one or more cloud platforms. We have standardized our approach to determine available cloud functionality and overcome billing and security challenges while guiding best practices.
• Net Terms Billing: Organizations need flexible payment terms to consider their financial options, including capital expenditure (CAPEX) vs. operational expenditure (OPEX) financial models, extended net term billing and financing opportunities, account consolidation, financial chargebacks, and pricing program assistance. SHI collaborates with you to understand your billing requirements and provides a variety of billing options that fit your specific needs.
• Reporting and Analytics: Capturing your organization's cloud costs and usage allows us to facilitate meaningful business decisions crucial for productivity. We will assess your metadata for multiple cloud platforms into a consolidated view and provide a guided analysis based on years of consulting experience helping clients implement cloud solutions.
• Always Available Support: When you have a critical issue, you must trust that you can count on world-class customer support for your cloud solution. Our cloud support team of certified cloud account managers, cloud solution architects, and our 24x7 Cloud Service Desk is available to provide technical support throughout your cloud journey.
• Cloud Spend Optimization: Cloud costs do not have to be unpredictable and difficult to manage. We provide proactive guidance based on your cloud usage and growth plans to help you reduce costs and optimize your cloud infrastructure. • Advisory Services: Whether you are in the process of evaluating your cloud strategy or need in-depth architectural support, we have the vision, technical expertise, and range of services to guide you.
• Volume Licensing Expertise: We can help you move your licenses to the cloud, select the right buying programs, maintain licensing compliance, and limit the risk of audits. Our licensing experts will identify, monitor, and optimize your software assets to Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

Bid Number: RFP 121923 Vendor Name: SHI International Corp.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 ensure you receive the most value in your IT investment.

SHI support services and managed services are broken down into four categories - migrate, optimize, modernize, and manage-and no matter what stage you are in your cloud journey, SHI's cloud-certified experts can help you accomplish your goals.

Migrate
Cloud-based solutions have changed the dynamics of pre-sales, acquisition, and ongoing IT management. To keep up with growing demand and emerging technology, SHI has developed processes and support to address cloud consumption-based models, and we have resources dedicated to emerging partners to help our customers realize their single-cloud, multi-cloud, or hybrid-cloud strategy faster and more cost-effectively. SHI offers the following services for cloud migration:
• Assessments: Understand the costs of moving to public cloud for server infrastructure and licensing.
• Landing Zones: A solid foundation built within the cloud, using code as infrastructure.
• Lift and Shift Migration: Helps customers migrate to the cloud quickly and easily, by taking existing virtual infrastructure and moving it to the cloud with minimal modifications.
• Data Center Evacuation: Enables organizations to rapidly evacuate data, migrating to cloud infrastructure.

Optimize
SHI offers a selection of cloud optimization services ranging from a high-level summary of potential savings to a managed service. These services enable organizations to improve cloud governance as well as identify and remediate cloud waste to save between 30 and 50 percent of their cloud spend. SHI provides the following services and benefits as a support or a managed service:
• Summary of potential savings
• Access to optimization platform
• Technical support for optimization platform
• Management of reserved instances
• Management of savings plans
• Regular meetings to review optimization recommendations • Custom reporting
• Technical guidance on application refactoring to reduce cost (managed only) • Implementation of recommendations (managed only)
*Frequency of cadence meetings and level of customization depend on the monthly consumption.

Modernize
SHI helps customers modernize cloud infrastructure through automation, DevOps, refactoring, and re-platforming. Our process begins with a discovery of your people, process, and technology and includes the following services for cloud modernization:
• Cloud Architecture Reviews: Align your organizational priorities when building secure software from the ground up. Identify and highlight all security weaknesses or critical issues in your applications.
• Automation: Work within the confines of instructions, tools, and frameworks to carry out tasks with little to no human intervention.
• Containers/Kubernetes: Decouple applications from underlying host infrastructure using a ready-to-run software package, containing everything needed to run an application: the code and any runtime required, application and system libraries, and default values for essential settings. This makes deployment easier in different cloud environments.
• DevOps: Combine development and operation to increase the efficiency, speed, and security of software development and delivery compared to traditional processes. • Re-factor and Re-platform: Modify applications or migrate to an alternate platform to better support cloud-based operations.

Manage
SHI helps organizations monitor, secure, and manage their cloud environment, allowing customers more time to focus on innovation and business objectives. SHI can manage patching, monitoring, and uptime, providing consistent support in the case of employee turnover. This solves the knowledge gap as skillsets evolve into cloud operations and provides cost savings compared to direct vendor support. Organizations can expect a named technical account manager (TAM), 24/7 support, and incident and service request management.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. 94 Describe which deployment methods you
provide cloud-based services (e.g., private
cloud, community cloud, public cloud, or
hybrid cloud), if applicable.

No matter where you are in your cloud journey, from your first venture into the cloud to optimizing or refactoring existing applications, SHI's cloud experts can help make your cloud strategy smarter, more agile, and better value for money. SHI's cloud practice provides customers with infrastructure from major Cloud Service Providers (CSPs)-Microsoft Azure, Amazon Web Service (AWS), and Google Cloud Platform (GCP)-utilizing a wide range of configurations, including private, on-premises, public, hybrid, and multi-cloud. In addition, we can offer end-to-end consulting services to help you assess, design, build, migrate, optimize, modernize, and manage your cloud environment.

With this combination of products, partnerships, support, and expertise, we are confident we can help Sourcewell members drive positive business outcomes as they work to streamline their cloud configuration.

Partnering with SHI can help modernize data center and cloud architecture, connect and collaborate with your workforce, secure your environment, and optimize your procurement processes.

Table 17A: Category 3 - Depth and 8readth of Offered Equipment Products and Services Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary.

Line
Item Category or Type Offered * Comments
95 IT Asset Management Services, including
hardware and software asset management,
software as a service management, audit
management, maturity assessments,
sustainability solutions, and repair and
maintenance;
Yes
No
These services are included as part of SHI's full catalog of services offered under Category 1 for this contract. 96 IT datacenter decommissioning, including
planning and valuation, data shredding, deracking, de-cabling, de-powering, and packing; and,
Yes
No
These services are included as part of SHI's full catalog of services offered under Category 1 for this contract. 97 IT Asset Disposal and Retirement Services,
including secure data destruction,
serialization, asset value recovery, recycling,
remarketing, refurbishing, onsite collection,
and ESG reporting.

Yes
No
These services are included as part of SHI's full catalog of services offered under Category 1 for this contract.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp.

Table 178: Category 3 - Industry Specific Questions
Table 178: Industry Specific Questions relate to products and services offered in Category 3 (see Table 17A).

Line
Item Question Response
98 Please list any certifications your company
or your delivery partner(s) hold which are
relevant to IT Asset Lifecycle Services,
such as R2v3, e-Stewards, NAID AAA, ISO
9001, ISO 14001, ISO 45001, and ITAM
Forum.

Specific to our ITAD (IT Asset Destruction/Disposal), SHI has the following compliance certifications:
• ISO 45001 Health and Safety
• E-Stewards
• ISO 14001
• ISO 27001
• R2 2013 Responsible Recycling
SHI is International Organization for Standardization (ISO) compliant.

SHI currently holds the following ISO certifications:
• Current registration to the ISO9001:2015 standard
• Original registration effective on February 8, 2012
• Current registration expiration on February 4, 2024
Departments in the scope:
• Warehouse (receiving, picking, packing, shipping)
• Configuration Center
• IT data storage, back-up, and recovery
• Returns
• Purchasing
As an ISO 9001:2015 registered company (except for design), SHI commits to maintaining our customers as the center of our business, understanding our customers' requirements, and meeting and exceeding those requirements in delivering configurable hardware products.

SHI brings broad knowledge based on our customer and partner experiences and our desire to drive constant improvements across SHI to continue to deliver the excellence in execution required by our customers.
99 Please indicate the standards to which
hard drives are wiped, such as the
Department of Defense or NIST standard
800-88.

SHI, along with our partner network, can perform Three Pass Data Erasure that is DoD or NIST standard 800-88 compliant depending on the customer requirements.

We also provide asset recovery/remarking, hard drive destruction (HDD) shredding, certificates of destruction, EPA-compliant asset disposal, chain of custody reporting, and hardware redeployment.

Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptionsto Terms, Conditions, or Specificationsthat have been accepted by Sourcewell have been incorporated into the contract text.

Documents
Ensure your submission document(s) conforms to the following:

1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided.

2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell.

3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell.

4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." Financial Strength and Stability - SHI Response- Sourcewell Financial information.pdf - Wednesday December 13, 2023 18:22:52 Marketing Plan/Samples - SHI Marketing Samples.zip - Thursday December 14, 2023 09:30:41 WMBE/MBE/SBE or Related Certificates - SHI Response- Sourcwell MWBE.pdf - Thursday December 14, 2023 12:24:09 Warranty Information (optional)
Standard Transaction Document Samples - SHI Response- Sourcewell Standard Transaction Document Samples.zip - Monday December 18, 2023 10:32:32
Requested Exceptions - RFP_121923_Technology_Products_Contract_Template (12.18.23).docx - Monday December 18, 2023 15:58:06
Upload Additional Document - SHI Response- Additional Documents.zip - Monday December 18, 2023 16:22:15 Pricing - Category 1 - SHI Sourcewell Pricing 121923.pdf - Monday December 18, 2023 10:09:12 Pricing - Category 2 (optional)
Pricing - Category 3 (optional)
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp.

Addenda, Terms and Conditions

PROPOSER AFFIDAVIT AND ASSURANCE OF COMPLIANCE
I certify that I am the authorized representative of the Proposer submitting the foregoing Proposal with the legal authority to bind the Proposer to this Affidavit and Assurance of Compliance:

1. The Proposer is submitting this Proposal under its full and complete legal name, and the Proposer legally exists in good standing in the jurisdiction of its residence.

2. The Proposer warrants that the information provided in this Proposal is true, correct, and reliable for purposes of evaluation for contract award.

3. The Proposer, including any person assisting with the creation of this Proposal, has arrived at this Proposal independently and the Proposal has been created without colluding with any other person, company, or parties that have or will submit a proposal under this solicitation; and the Proposal has in all respects been created fairly without any fraud or dishonesty. The Proposer has not directly or indirectly entered into any agreement or arrangement with any person or business in an effort to influence any part of this solicitation or operations of a resulting contract; and the Proposer has not taken any action in restraint of free trade or competitiveness in connection with this solicitation. Additionally, if Proposer has worked with a consultant on the Proposal, the consultant (an individual or a company) has not assisted any other entity that has submitted or will submit a proposal for this solicitation.

4. To the best of its knowledge and belief, and except as otherwise disclosed in the Proposal, there are no relevant facts or circumstances which could give rise to an organizational conflict of interest. An organizational conflict of interest exists when a vendor has an unfair competitive advantage or the vendor's objectivity in performing the contract is, or might be, impaired.

5. The contents of the Proposal have not been communicated by the Proposer or its employees or agents to any person not an employee or legally authorized agent of the Proposer and will not be communicated to any such persons prior to Due Date of this solicitation.

6. If awarded a contract, the Proposer will provide to Sourcewell Participating Entities the equipment, products, and services in accordance with the terms, conditions, and scope of a resulting contract.

7. The Proposer possesses, or will possess before delivering any equipment, products, or services, all applicable licenses or certifications necessary to deliver such equipment, products, or services under any resulting contract.

8. The Proposer agrees to deliver equipment, products, and services through valid contracts, purchase orders, or means that are acceptable to Sourcewell Members. Unless otherwise agreed to, the Proposer must provide only new and first-quality products and related services to Sourcewell Members under an awarded Contract.

9. The Proposer will comply with all applicable provisions of federal, state, and local laws, regulations, rules, and orders.

10. The Proposer understands that Sourcewell will reject RFP proposals that are marked "confidential" (or "nonpublic," etc.), either substantially or in their entirety. Under Minnesota Statutes Section 13.591, subdivision 4, all proposals are considered nonpublic data until the evaluation is complete and a Contract is awarded. At that point, proposals become public data. Minnesota Statutes Section 13.37 permits only certain narrowly defined data to be considered a "trade secret," and thus nonpublic data under Minnesota's Data Practices Act.

11. Proposer its employees, agents, and subcontractors are not:

1. Included on the "Specially Designated Nationals and Blocked Persons" list maintained by the Office of Foreign Assets Control of the United States Department of the Treasury found at: https://www.treasury.gov/ofac/downloads/sdnlist.pdf;

2. Included on the government-wide exclusions lists in the United States System for Award Management found at:
https://sam.gov/SAM/; or

3. Presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign Envelope ID: 443CB027-433D-46A7-BC42-6A19334951B3 Bid Number: RFP 121923 Vendor Name: SHI International Corp. by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this solicitation.

By checking this box I acknowledge that I am bound by the terms of the Proposer's Affidavit, have the legal authority to submit this Proposal on behalf of the Proposer, and that this electronic acknowledgment has the same legal effect, validity, and enforceability as if I had hand signed the Proposal. This signature will not be denied such legal effect, validity, or enforceability solely because an electronic signature or electronic record was used in its formation. - Maya Lynch, Proposal Specialist, SHI International Corp.

The Proposer declares that there is an actual or potential Conflict of Interest relating to the preparation of its submission, and/or the Proposer foresees an actual or potential Conflict of Interest in performing the contractual obligations contemplated in the bid.

Yes No
The Bidder acknowledges and agrees that the addendum/addenda below form part of the Bid Document.

Check the box in the column "I have reviewed this addendum" below to acknowledge each of the addenda.

File Name
Addendum_17_Technology_Products_and_Services
Tue December 12 2023 03:16 PM
Addendum_16_Technology_Products_and_Services
Thu December 7 2023 03:22 PM
Addendum_15_Technology_Products_and_Services
Wed December 6 2023 04:12 PM
Addendum_14_Technology_Products_and_Services
Tue December 5 2023 07:50 AM
Addendum_13_Technology_Products_and_Services
Fri December 1 2023 01:49 PM
Addendum_12_Technology_Products_and_Services
Thu November 30 2023 02:56 PM
Addendum_11_Technology_Products_and_Services
Tue November 28 2023 02:59 PM
Addendum_10_Technology_Products_and_Services
Mon November 27 2023 02:37 PM
Addendum_9_Technology_Products_and_Services
Wed November 22 2023 09:01 AM
Addendum_8_Technology_Products_and_Services
Mon November 20 2023 04:30 PM
Addendum_7_Technology_Products_and_Services
Wed November 15 2023 03:37 PM
Addendum_6_Technology_Products_and_Services
Thu November 9 2023 03:02 PM
Addendum_5_Technology_Products_and_Services
Wed November 8 2023 03:28 PM
Addendum_4_Technology_Products_and_Services
Tue November 7 2023 02:33 PM
Addendum_3_Technology_Products_and_Services
Fri November 3 2023 02:06 PM
Addendum_2_Technology_Products_and_Services
Thu November 2 2023 03:08 PM
Addendum_1_Technology_Products_and_Services
Tue October 31 2023 03:29 PM
I have reviewed the
below addendum and
attachments (if
applicable)
Pages
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1 Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

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Solicitation Number: RFP#081419

CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and SHI International Corp., 290 Davidson Ave., Somerset, NJ 08873 (Vendor).

Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to its members. Participation is open to all levels of governmental entity, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.

Vendor desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and its Members (Members).

1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.

B. EXPIRATION DATE AND EXTENSION. This Contract expires October 30, 2023, unless it is cancelled sooner pursuant to Article 24. This Contract may be extended up to one additional one-year period upon request of Sourcewell and with written agreement by Vendor.

C. SURVIVAL OF TERMS. Articles 11 through 16 survive the expiration or cancellation of this Contract.

2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above.

Vendor’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. “Equipment” and “Products” shall mean the third party software, computer peripherals, computer hardware, and associated IT services resold by Vendor and provided by third parties. “Services” shall mean all professional services provided by Vendor under a Scope of Work. “Scope of Work” or “SOW” shall mean a document mutually agreed upon between the Vendor and the Member that references these terms and conditions and describes the Services Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

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to be provided the associated schedule and price and any special conditions applicable to that SOW.

All Equipment and Products provided under this Contract must be new/current model. Vendor may offer close-out or refurbished Equipment or Products if they are clearly indicated in Vendor’s product and pricing list. Unless agreed to by the Member in advance, Equipment or Products must be delivered as operational to the Member’s site.

This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.

B. LAWS AND REGULATIONS. All Equipment, Products, or Services must comply fully with applicable federal laws and regulations, and with the laws of the state or province in which the Equipment, Products, or Services are sold.

C. WARRANTY. Vendor warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances. Vendor warrants that the Services are free from material defects for ninety (90) days commencing with final acceptance of the Services unless otherwise specified in a SOW (the “Warranty Period”). Member agrees to look solely to the manufacturer to reach a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that is provided to Vendor from the manufacturer of the Product will be passed on to the Member. EXCEPT AS OTHERWISE PROVIDED IN THIS AGREEMENT AND/OR

ANY ORDER ISSUED, HEREUNDER VENDOR HEREBY DISCLAIMS ALL OTHER WARRANTIES,

EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO, ANY WARRANTY OF

MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, WARRANTY OF NONINFRINGEMENT, OR ANY WARRANTY RELATING TO THIRD PARTY SERVICES OR PRODUCTS.

THE DISCLAIMER CONTAINED IN THIS PARAGRAPH DOES NOT AFFECT THE TERMS OF ANY WARRANTY PROVIDED BY A MANUFACTURER.

3. PRICING
All Equipment, Products, or Services under this Contract will be priced as stated in Vendor’s Proposal.

Regardless of the payment method chosen by the Member, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Member at the time of purchase.

When providing pricing quotes to Members, all pricing quoted must reflect a Member’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services, and includes all costs to the Member’s requested delivery location.

A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

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apparent at the time of delivery, Vendor may permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Members, in accordance with Vendor’s Return Policy at www.shi.com/returnpolicy. Members reserve the right to inspect the Equipment and Products within 3 business days after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery.

Vendor must arrange for and pay for the return shipment on Equipment and Productsthat arrive in a defective or inoperable condition subject to Vendor’s Return Policy.

In the event of the delivery of nonconforming Equipment and Products, the Member will notify the Vendor as soon as possible and the Vendor will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Member subject to Vendor’s Return Policy.

B. SALES TAX. Each Member is responsible for supplying the Vendor with valid tax-exemption certification(s). When ordering, Members must indicate if it is a tax-exempt entity.

C. HOT LIST PRICING. At any time during this Contract, Vendor may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.

When Vendor determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below.

Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Members.

4. PRODUCT AND PRICING CHANGE REQUESTS
Vendor may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Contract Administrator. This form is available from the assigned Sourcewell Contract Administrator. At a minimum, the request must:
 Identify the applicable Sourcewell contract number
 Clearly specify the requested change
 Provide sufficient detail to justify the requested change  Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change)  Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

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new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.

A fully executed Sourcewell Price and Product Request Form will be become an amendment to this Contract and be incorporated by reference.

5. MEMBERSHIP, CONTRACT ACCESS, AND MEMBER REQUIREMENTS A. MEMBERSHIP. Membership in Sourcewell is open to public and nonprofit entities across the United States and Canada; such as municipal, state/province, K-12 and higher education, tribal government, and other public entities.

The benefits of this Contract should be available to all Members that can legally access the Equipment, Products, or Services under this Contract. A Member’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Vendor understands that a Member’s use of this Contract is at the Member’s sole convenience and Members reserve the right to obtain like Equipment, Products, or Services from any other source.

Vendor is responsible for familiarizing its sales and service forces with Sourcewell membership requirements and documentation and will encourage potential members to join Sourcewell.

Sourcewell reserves the right to add and remove Members to its roster during the term of this Contract.

B. PUBLIC FACILITIES. Vendor’s employees may be required to perform work at governmentowned facilities, including schools. Vendor’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Member policies and procedures, and all applicable laws.

6. MEMBER ORDERING AND PURCHASE ORDERS
A. PURCHASE ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, Member must clearly indicate to Vendor that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Vendor. Typically a Member will issue a purchase order directly to Vendor. Members may use their own forms for purchase orders, but it should clearly note the applicable Sourcewell contract number. Members will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Member.

B. ADDITIONAL TERMS AND CONDITIONS. Additional terms and conditions to a purchase order may be negotiated between a Member and Vendor, such as job or industry-specific requirements, legal requirements (such as affirmative action or immigration status requirements), or specific local policy requirements. Any negotiated additional terms and Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

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conditions must never be less favorable to the Member than what is contained in Vendor’s Proposal.

C. PERFORMANCE BOND. If requested by a Member, Vendor will provide a performance bond that meets the requirements set forth in the Member’s purchase order.

D. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Member requires service or specialized performance requirements (such as e-commerce specifications, specialized delivery requirements, or other specifications and requirements) not addressed in this Contract, the Member and the Vendor may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement.

E. TERMINATION OF PURCHASE ORDERS. Members may terminate a purchase order, in whole or in part, immediately upon notice to Vendor in the event of any of the following events:

1. The Member fails to receive funding or appropriation from its governing body at levels sufficient to pay for the goods to be purchased;

2. Federal or state laws or regulations prohibit the purchase or change the Member’s requirements; or

3. Vendor commits any material breach of this Contract or the additional terms agreed to between the Vendor and a Member.

F. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Member’s purchase order will be determined by the Member making the purchase.

7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Vendor will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:
 Maintenance and management of this Contract;
 Timely response to all Sourcewell and Member inquiries; and  Business reviews to Sourcewell and Members, if applicable.

B. BUSINESS REVIEWS. Vendor must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to members, pricing and contract terms, administrative fees, supply issues, customer issues, and any other necessary information.

8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

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A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Vendor must provide a contract sales activity report (Report) to the Sourcewell Contract Administrator assigned to this Contract. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made).

The Report must contain the following fields:
 Customer Name (e.g., City of Staples Highway Department);  Customer Physical Street Address;
 Customer City;
 Customer State;
 Customer Zip Code;
 Customer Contact Name;
 Customer Contact Email Address;
 Customer Contact Telephone Number;
 Sourcewell Assigned Entity/Member Number;
 Item Purchased Description;
 Item Purchased Price;
 Sourcewell Administrative Fee Applied; and
 Date Purchase was invoiced/sale was recognized as revenue by Vendor.

B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Members. The Vendor will submit a check payable to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Members under this Contract during each calendar quarter. Payments should note the Sourcewell-assigned contract number in the memo and must be mailed to the address above “Attn: Accounts Receivable.” Payments must be received no later than forty-five (45) calendar days after the end of each calendar quarter.

Vendor agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.

In the event the Vendor is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Vendor in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than thirty (30) days from the cancellation date.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

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9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.

Vendor’s Authorized Representative is the person named in the Vendor’s Proposal. If Vendor’s Authorized Representative changes at any time during this Contract, Vendor must promptly notify Sourcewell in writing.

10. ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or obligations under this Contract without the prior consent of the parties and a fully executed assignment agreement. Such consent will not be unreasonably withheld.

B. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been fully executed by the parties.

C. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not waive the provision or the right to enforce it.

D. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between Sourcewell and Vendor. No other understanding regarding this Contract, whether written or oral, may be used to bind either party.

E. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, masterservant, principal-agent, or any other relationship.

11. LIABILITY
Vendor must indemnify, save, and hold Sourcewell and its Members, including their agents and employees, harmless from any third party claims or causes of action, including attorneys’ fees, arising out of the Vendor’s negligence, willful misconduct, or violation of law, in the course of the performance of this Contract by the Vendor or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by Vendor under this Contract.

NEITHER PARTY WILL BE LIABLE FOR ANY SPECIAL, PUNITIVE, INDIRECT, INCIDENTAL OR

CONSEQUENTIAL DAMAGES INCLUDING BUT NOT LIMITED TO LOSS OF OR DAMAGE TO DATA,

LOSS OF ANTICIPATED REVENUE OR PROFITS, WORK STOPPAGE OR IMPAIRMENT OF OTHER

ASSETS, WHETHER OR NOT FORESEEABLE AND WHETHER OR NOT A PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

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NEITHER PARTY’S TOTAL CUMULATIVE LIABILITY TO THE OTHER IN CONNECTION WITH THIS

AGREEMENT WHETHER IN CONTRACT TORT OR OTHER THEORY WILL EXCEED THE TOTAL

AMOUNT OF FEES ACTUALLY PAID OR PAYABLE BY SOURCEWELL TO VENDOR UNDER THIS

AGREEMENT FOR THE YEAR PREVIOUS TO THE INCIDENT WHICH GAVE CAUSE FOR SUCH LIABILITY.

12. AUDITS
Sourcewell reserves the right to review the financial books, records, documents, and accounting procedures and practices of the Vendor relevant to this Contract for a minimum of six (6) years from the end of this Contract upon thirty (30) days’ advance notice to Vendor.

Audits may not take place more than once during a twelve (12) month period. This clause extends to Members as it relates to business conducted by that Member under this Contract.

13. GOVERNMENT DATA PRACTICES
Vendor and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Vendor under this Contract.

If the Vendor receives a request to release the data referred to in this article, the Vendor must immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond to the request.

14. INTELLECTUAL PROPERTY
As applicable, Vendor agrees to indemnify and hold harmless Sourcewell and its Members against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Members by any person on account of the use of any Services by Sourcewell or its Members performed by Vendor in violation of applicable patent or copyright laws.

15. PUBLICITY, MARKETING, AND ENDORSEMENT
A. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Vendor individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract.

B. MARKETING. Any direct advertising, marketing, or offers with Members must be approved by Sourcewell. Materials should be sent to the Sourcewell Contract Administrator assigned to this Contract.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

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C. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment, Products, or Services.

16. GOVERNING LAW, JURISDICTION, AND VENUE
Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls, Minnesota.

17. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default.

18. SEVERABILITY
If any provision of this Contract is found to be illegal, unenforceable, or void then both Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the remainder of this Contract is capable of performance, it will not be affected by such declaration or finding and must be fully performed.

19. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows:

1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Vendor will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties.

2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Vendor may escalate the resolution of the issue to a higher level of management. The Vendor will have thirty (30) calendar days to cure an outstanding issue.

3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Vendor must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Vendor fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, Sourcewell may terminate this Contract as stated herein.

B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Member order under this Contract, in default:

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

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1. Nonperformance of contractual requirements, or

2. A material breach of any term or condition of this Contract.

Written notice of default and a reasonable opportunity to cure must be issued by the party claiming default. If the default remains after the opportunity for cure, the non-defaulting party may:
 Exercise any remedy provided by law or equity, or
 Terminate the Contract or any portion thereof, including any orders issued against the Contract.

20. INSURANCE
A. REQUIREMENTS. At its own expense, Vendor must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following:

1. Workers’ Compensation and Employer’s Liability.

Workers’ Compensation: As required by any applicable law or regulation.

Employer's Liability Insurance: must be provided in amounts not less than listed below:

Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease

2. Commercial General Liability Insurance. Vendor will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition). At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract.

Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for Products-Completed operations
$2,000,000 general aggregate

3. Commercial Automobile Liability Insurance. During the term of this Contract, Vendor will maintain insurance covering all owned, hired, and non-owned automobiles Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

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in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer).

Minimum Limits:
$1,000,000 each accident, combined single limit

4. Umbrella Insurance. During the term of this Contract, Vendor will maintain umbrella coverage over Workers’ Compensation, Commercial General Liability, and Commercial Automobile.

Minimum Limits:
$2,000,000

5. Professional/Technical, Errors and Omissions, and/or Miscellaneous Liability.

During the term of this Contract, Vendor will maintain coverage for all claims the Vendor may become legally obligated to pay resulting from any actual or alleged negligent act, error, or omission related to Vendor’s professional services required under this Contract.

Minimum Limits:
$2,000,000 per claim or event
$2,000,000 – annual aggregate

6. Network Security and Privacy Liability Insurance. During the term of this Contract, Vendor will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Vendor’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service.

Minimum limits:
$2,000,000 per occurrence
$2,000,000 annual aggregate
Failure of Vendor to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default.

B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Vendor must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Contract Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. All policies must include there will be no cancellation, suspension, non-renewal, or reduction of coverage without thirty (30) days’ prior written notice to the Vendor.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

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Upon request, Vendor must provide to Sourcewell copies of applicable policies and endorsements, within ten (10) days of a request. Failure to request certificates of insurance by Sourcewell, or failure of Vendor to provide certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in this Contract.

C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Vendor agrees to name Sourcewell and its Members, including their officers, agents, and employees, as an additional insured under the Vendor’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Vendor, and products and completed operations of Vendor. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds.

D. WAIVER OF SUBROGATION. Vendor waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Vendor or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Vendor or its subcontractors. Where permitted by law, Vendor must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors.

E. UMBRELLA/EXCESS LIABILITY. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies).

F. SELF-INSURED RETENTIONS. Any self-insured retention in excess of $10,000 is subject to Sourcewell’s approval.

21. COMPLIANCE
A. LAWS AND REGULATIONS. All Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Services are sold.

B. LICENSES. Vendor must maintain a valid status on all required federal, state, and local licenses, bonds, and permits required for the operation of the business that the Vendor conducts with Sourcewell and Members.

22. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Vendor certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

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this Contract Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in writing.

Vendor certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota, the United States federal government, or any Member.

Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Vendor further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.

23. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER

UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Members that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Members may also require additional requirements based on specific funding specifications. Within this Article, all references to “federal” should be interpreted to mean the United States federal government. The following list only applies when a Member accesses Vendor’s Equipment, Products, or Services with United States federal funds.

A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60-

1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference.

B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by nonfederal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

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the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Vendor must be in compliance with all applicable Davis-Bacon Act provisions.

C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. § 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5).

Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above.

D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above.

E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Vendor Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

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certifies that during the term of this Contract will comply with applicable requirements as referenced above.

F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency.

G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Vendors must file any required certifications. Vendors must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Vendors must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Vendors must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352).

H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Vendor must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Vendor further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of three (3) years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed.

I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Vendor must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act.

J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Vendor must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition.

K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Vendor agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Vendor that are directly pertinent to Vendor’s discharge of its obligations under this Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

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______________
__________________ _______________
Date: Date:
081419-SHI
Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Vendor’s personnel for the purpose of interview and discussion relating to such documents.

L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines.

24. CANCELLATION
Sourcewell or Vendor may cancel this Contract at any time, with or without cause, upon sixty (60) days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Vendor’s Proposal.

Termination of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to termination.

Sourcewell SHI International Corp.

By: By:

Jeremy Schwartz Aimee Ballenger
Title: Director of Operations &
Procurement/CPO
Title: Public Program Manager
11/11/2019 I 11:33 AM CST 11/12/2019 I 8:35 AM CST
Approved:

By:

Chad Coauette
Title: Executive Director/CEO
Date: 11/11/2019 I 11:12 AM CST
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 RFP#081419 - Technology Catalog Solutions
Vendor Details
Company Name: SHI International
290 Davidson Ave.

Address:

Somerset, NJ 08873
Contact: Aimee Ballenger
Email: [email protected]
Phone: 678-708-3906
HST#: 22-3009648
Submission Details
Created On: Thursday June 27, 2019 20:01:55
Submitted On: Tuesday August 13, 2019 20:57:55
Submitted By: Aimee Ballenger
Email: [email protected]
Transaction #: de73d79e-ac55-45de-8aa6-01abc94b3ead
Submitter's IP Address: 161.69.112.12
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 Specifications
Proposer Identity & Authorized Representatives
Line
Item Question Response *
1 Proposer Legal Name (and applicable
d/b/a, if any):

SHI International Corp. *
2 Proposer Address: 290 Davidson Ave
Somerset, New Jersey 08873
*
3 Proposer website address: https://www.shi.com/ *
4 Proposer's Authorized Representative
(name, title, address, email address &
phone) (The representative must
have authority to sign the "Proposer's
Assurance of Compliance" on behalf
of the Proposer):

Aimee Ballenger
Public Program Manager
[email protected]
678-708-3906
*
5 Proposer's primary contact for this
proposal (name, title, address, email
address & phone):

Aimee Ballenger
Public Program Manager
[email protected]
678-708-3906
*
6 Proposer's other contacts for this
proposal, if any (name, title, address,
email address & phone):

Meghan Flisakowski
Public Sector Program Manager
[email protected]
512-317-0799
Company Information and Financial Strength
Line
Item Question Response *
7 Provide a brief history of your company, including
your company's core values, business philosophy,
and industry longevity related to the requested
equipment, products or services.

This past July, SHI celebrated our 30th Anniversary at our annual Global Sales Conference.

The theme of that conference was Purpose and Passion, a theme that speaks to both our business philosophy and our core values. We define success not only quantitatively but also by the quality of our relationships. While we are proud to have topped $10 billion in revenue in 2018, largely because of our financially strong and stable business model, we also recognize that our Purpose and our Passion have cultivated our longevity within the industry; that our growing success stems directly from our purpose: to deliver exceptional value and experience as we help customers select, deploy, and manage their technology. And that our passion, which remains focused on forging and nurturing relationships with our customers and with our colleagues and partners, will sustain us for another 30 years as an industry leader.

Since 1989, SHI has persistently maintained our small-company feel by retaining our leadership personnel (many of whom have been with the company since its inception) and by empowering our 4,000+ employees to collaborate with customers to resolve IT problems and needs directly, shoulder to shoulder. With the largest field sales organization of any technology reseller, our visibility across all Public Sector verticals (K12, Higher Ed, State and Local Government, Federal, and Healthcare initiatives), boasts 175 field AEs, working and living in the territories they support, and 170 telesales specialists, who cater to the needs of small and medium public entities and who dedicate their energy every day to customer success.

As the largest privately-owned, M/WBE organization in the country, we are proud of our spirit of community and partnership and in our ability to facilitate IT solutions, services, and hardware and software products for our national and global clients. Loyalty, trustworthiness, and reliability are paramount qualities of SHI, and we offer those qualities, in tandem with our Purpose and Passion, to Sourcewell with an eagerness to help your Members work more efficiently and effectively.

We are committed to providing Sourcewell members the most advantageous pricing models and the most exceptional values; we recognize that our role as a Sourcewell affiliate is to support your Members, providing expert best practices to keep their IT resources safe, secure, and operational, 24 hours a day, 365 days a year. *
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 8 Provide a detailed description of the products
and services that you are offering in your
proposal.

We offer our complete catalogue of products and services to Sourcewell members. Providing a vendor-neutral approach to help customers find the right technology that meets every specific requirement of their IT environment, one of our greatest strengths is our ability to provide tremendous depth and breadth in choosing the ideal software, hardware, Cloud, and other products and services for each individual Sourcewell member.

In fact, SHI's current catalogue includes tens of thousands of hardware, software, and other product partners. Generally, SHI is able to sell between 75%-100% of our partners' product lines, and we offer a wide range of services delivered directly by our internal teams, by the manufacturer directly, or by subcontracting to a third-party, vetted partner.

In addition, SHI provides Sourcewell members with full IT solutions, from commodity software and hardware to complete, end-to-end datacenter solutions. We specialize in IT solutions that fit precisely with our customers' needs and wants, and Sourcewell's members will benefit from our experience and breadth of knowledge to help design, implement, and optimize their IT ecosystem.

It's worth noting that, over the past decade, IT has changed dramatically. Although there is still a definite need for commodity products, attention has shifted more and more to building comprehensive solutions that will solve customers' needs. In response to this shift, and working from our customer-centered foundation, SHI developed our Enterprise Solutions Group to include solution-based support. This team is comprised of over 150 people who hold 3000+ certifications for various products and solutions. Their goal is to address Sourcewell Members' needs, help them acquire the right technology, and facilitate adoption of that technology into their own unique environment. Our Enterprise Solutions Group, like all of SHI, is vendor-neutral and uses its range of experience to help tailor conversations that are optimal for each Sourcewell member. We engage customers during the strategy and solution design of a project and assist with activities like deliberate planning, assessments, white boarding, proof of concepts, and obtaining demo units.

Our purpose is to provide the best overall value to each Sourcewell member, and we understand that this goal is achieved through a combination of world-class support, aggressive pricing, and extensive product and service offerings. Our objectives align with Sourcewell's mission to help government, education, and nonprofits work more efficiently, and we accomplish this by remaining laser-focused on customer satisfaction: every SHI employee understands that we are here because of our customers and will remain here only as long as we continue to provide extraordinary products, services, and customer satisfaction.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 *
9 What are your company's expectations in the
event of an award?
SHI is genuinely excited about the opportunity to collaborate with Sourcewell and its members! We expect a phenomenally successful partnership, beginning with our immediate expectations in the event of an award, which include

1. To support and advocate our Sourcewell partnership. Each team member from every Public Sector vertical will support our partnership with Sourcewell and will advocate for the contract with passion and vigor. Given our position in the Public Sector market, the size of our sales force, and our experience with implementing and growing similar contracts, we are confident that we can extend Sourcewell's reach not only in terms of revenue achieved, but also in terms of the number of distinct members who use this contract.

2. To develop marketing materials and campaigns that articulate the value of the Sourcewell-SHI partnership. As an example, we will employ our Business Development Team, dedicated to the Public Sector Business Unit at SHI, to call all prospective customers and detail our partnership promptly upon award.

3. To train our entire Public Sector sales and sales-support staff about Sourcewell and its members. This training will include contract terms and methodology, pricing parameters, and the value that Sourcewell provides to its Members.

4. To connect immediately with current Sourcewell Members, introduce SHI, and listen to Members' needs. Our introduction will ensure that each Member's dedicated Account Team is familiar with and accessible to them, in addition to educating Members on the value we provide. We will work with each Member to understand their business preferences (specific information on a quote, reporting requirements, invoicing/billing requirements, and the like).

And we will offer webinars on various topics including:
• Getting to know SHI;
• SHI.com (eProcurement intro);
• SHI's Service Capabilities;
• Microsoft Volume Licensing.

5. Finally, to create a dedicated Sourcewell online catalogue that displays the contracted pricing and any additional information that Sourcewell deems important. We will work with Sourcewell Members to customize their site, adding reporting and punch-out capabilities specific to that member, when needed.

We recognize why cooperative contract usage is on the rise, and we realize the value of having strategic partners in this space.

Sourcewell can expect that SHI sets ourselves apart from organizations similar to us in that we will collaborate with only a few select Consortia partners; in fact, we intentionally keep the number of Consortia partners strategically small to provide proactive support to Consortia members, rather than attaining many partnerships and diffusing ourselves reactively.

If awarded, we bring to this new contract both a deep desire to partner with Sourcewell and fresh, innovative perspectives for your Members. We expect the transition to a new partnership will be seamless, and we will assist in that transition by supporting Sourcewell members personally, starting with our Senior Director of Public Sector, Denise Verdicchio.

Denise is committed to the success of our partnership from day one of an award, and she will dedicate her energy to making our Sourcewell partnership a thriving one. Denise has demonstrated that her leadership and teamwork create success: for example, with our most recent consortia contract award, under her leadership, our Public Sector Team grew the contract to over $100M in the first year.

In short, our expectations are bold, and they are also achievable. Our SHI team is flexible and agile, and we are committed to providing Sourcewell's members an extraordinary experience, with a purpose and a passion, that is incomparable.

Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 10 Demonstrate your financial strength and stability
with meaningful data. This could include such
items as financial statements, SEC filings, credit
and bond ratings, letters of credit, and detailed
reference letters. Upload supporting documents
(as applicable) in the document upload section of
your response.

With over 4,200 employees worldwide, SHI is proud to be the largest Woman/Minority owned business in North America. We maintain 35+ offices in North America, EMEA, and Asia in addition to our Integration Center, Solution Lab, and Executive Briefing Center, which are located at our headquarters in New Jersey. In 2018, SHI reached $10B in revenue (one year ahead of our goal) and set the stage for continued exponential growth.

The SHI Public Sector unit made up $2.2B of SHI's overall sales last year and was recognized as the #1 business unit for 2018, with an astounding 25% increase over 2017.

While this past year was one of the largest growth years, SHI's Public Sector has grown consistently over the last 30 years. In combination with our articulated Purpose and Passion, this growth stems from a laser focus on customer service, dedicated and tenured leadership, world-class Account Executives (who live and work in the communities they serve), and a broad spectrum of customers and partners. In other words, we recognize the vitality of our community, and our financial strength and stability are a direct result of our community approach.
*
Since SHI is a privately-owned company with no bank debt, we are nimble and able to reinvest in our business with integrity and in a way that aligns with Sourcewell's values and its Members' needs. SHI continues to invest in new infrastructure, most recently with a brandnew Integration Center that will open in Q4 2019. We also made significant investments in hiring more resources - the people with whom Sourcewell Members will engage. In 2018, for example, we brought on 150 additional Field Solutions Engineers and Professional Services Executives for a total of 550 customer-facing technical experts who support our Account Executives.

Our financial strength and stability is predicated on our staunch affiliations within our communities - our relationships with customers, partners, OEMs, and our own SHI colleagues.

We have included our 2 years of audited financials in the upload section for your review and to demonstrate our strength and stability.
11 What is your US market share for the solutions
that you are proposing?
Overall Market Share based on Fortune 100, 500 & 1000
• 60% of the Fortune 100 use SHI for primary IT Products (Software & Hardware) • 40% of the Fortune 500 use SHI for primary IT Products (Software & Hardware) • 30% of the Fortune 1000 use SHI for primary IT Products (Software & Hardware) SHI Overall Product Mix
• 60% is be considered Software, Subscriptions, and Cloud based Sales • 40% is be considered Hardware, Peripherals and Accessories - Including categories of Devices, Servers, Storage, Networking
Market Share Indicators for Software
SHI is considered the leading Reseller Partner for many of the Top Software Publishers such as Microsoft, Adobe, Symantec/Veritas, McAfee (Intel Security), and others. We estimate that 20-25% of revenue with these partners as representative of their Partner Sales. This number does not include Sales that Software Publishers conduct directly with the end-customer. *
Market Share Indicators for Hardware
OEM direct sales to the end-customer typically represents a larger percentage of the business; therefore our overall Market Share will be lower, estimated in the 5-10% range.

This number, however, still makes SHI one of the largest Hardware Resellers in North America. 12 What is your Canadian market share, if any? SHI's Canadian Market Share is 5-10%, and we provide more detailed information about our Canadian resources in our response to Question 42. *
13 Has your business ever petitioned for bankruptcy
protection? If so, explain in detail.

In our 30-year history, SHI has never petitioned for bankruptcy protection. We are a privately held company and currently have no debt. *
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 *
14 How is your organization best described: is it a
manufacturer, a distributor/dealer/reseller, or a
service provider? Answer whichever question
(either a) or b) just below) best applies to your
organization.
a) If your company is best described as a
distributor/dealer/reseller (or similar entity),
provide your written authorization to act as a
distributor/dealer/reseller for the manufacturer of
the products proposed in this RFP. If applicable,
is your dealer network independent or company
owned?
b) If your company is best described as a
manufacturer or service provider, describe your
relationship with your sales and service force and
with your dealer network in delivering the
products and services proposed in this RFP. Are
these individuals your employees, or the
employees of a third party?
SHI is best described as an Information Technology Value-Added Reseller, providing a total solution to information technology acquisitions by providing multi-vendor hardware and software along with significant services.

As we mention throughout this proposal, one of our greatest strengths is our ability to offer customers tremendous depth and breadth in choosing products (hardware, software, Cloud) in conjunction with a wide range of services - in short, we provide full IT solutions, and our focus aligns with Sourcewell's mission to build valued relationships and to deliver innovative solutions with integrity and respect to Members' needs and wants.

We understand that Sourcewell's goal is to identify a trusted procurement partner that can assist in helping you achieve your mission of saving time and money for your Members.

Whether working on large campus-wide projects like a one-on-one initiative, a Network Refresh for anytime/anywhere accessibility, Unified Communications, Modernizing Legacy Systems, or providing a customer-first experience with day-to-day IT procurement transactions, SHI has both the resources and the experience to execute seamlessly for your Members and to exceed their expectations.

Our approach is centered on extraordinary quality and overall value. We strive to provide the highest level of support and services every day of the year, and we will deliver the most personalized touch to the end-user computing enterprise for all Sourcewell members. We recognize that Sourcewell is looking for their Vendor to provide:
• A robust presence that can fully support Members' technology needs, saving them both time and money.
• A trusted advisor/consultant who can help Members support the entire lifecycle of an asset and ensure successful implementation at each phase. • A strong relationship with industry partners.
• An actionable strategy to educate potential members on the value of Sourcewell in order to gain increased membership.

We are well positioned to deliver on these goals because of our exemplary relationships with our sales/service force and with our dealer network. Our experience in supporting contracts of similar size and scope is unparalleled, and we have a proven formula to onboard and optimize contracts.

Our Public Sector team is ready to implement this contract for Sourcewell; and we are committed to expanding our team dedicated to Public Sector entities to ensure we meet (and exceed!) all requirements of the contract. With the largest and most highly-certified sales support team in the industry, SHI will act as a loyal consultant to your Members.

Working from a customer-centric foundation, we have organized our support teams to include solution-based support, including specific, presales technical expertise around Datacenter, Mobility, Backup/Recovery, DR, Cybersecurity, Virtualization, and more. These teams provide vendor-neutral advisement and use their breadth of experience to help tailor conversations that are optimal for each Member's specific environment.

SHI has the experience and vendor partnerships in place to bring phenomenal value to Sourcewell and your members. All of the leading manufacturers have established SHI as an authorized partner, and we can provide LOAs immediately upon request. Furthermore, SHI has a diverse partner ecosystem, supporting over 15,000 unique Publishers and Manufacturers.

Sourcewell can feel confident that your Members will benefit from our aggressive pricing and exceptional value. A dedicated approach to the Public Sector business for the last twenty years has helped us to create solutions that are specific to the unique needs of State, Local, and Education customers across North America. SHI will work with each Sourcewell Member collaboratively, with purpose and passion, and with a goal of "continuous improvement." We are fully committed to the long-term success of Sourcewell and your Members, and we appreciate the opportunity to bring IT solutions to your current and future members. 15 If applicable, provide a detailed explanation
outlining the licenses and certifications that are
both required to be held, and actually held, by
your organization (including third parties and
subcontractors that you use) in pursuit of the
business contemplated by this RFP.

Among the thousands of licenses and certifications available within the IT industry, SHI holds a comprehensive number relevant to the business articulated for Sourcewell's RFP: Cloud Services, Microsoft, Intel, Dell, Symantec, McAfee, IBM, HP, Apple, VMware, Red Hat, Tenable, Citrix, AWS - across all platforms and solutions, our teams stay current with all licenses and certifications made available by providers.

We have included a total number of certifications from some of our larger partners and have included a sampling of types of certifications in response to question 69 in our response.

Acronis - 5 Certifications
Adobe - 7 Certifications
AGOEA - 1 Certifications
AirWatch - 2 Certifications
APC - 12 Certifications
Apple - 17 Certifications
Arbor - 4 Certifications
Aruba - 3 Certifications
Avaya - 12 Certifications
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.

DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 Blue Coat Systems - 3 Certifications
Bluebeam - 7 Certifications
Bomgar - 3 Certifications
Business Objects - 11 Certifications
CA - 34 Certifications
Check Point - 12 Certifications
Cisco - 44 Certifications
Citrix - 88 Certifications
CIW - 1 Certifications
Commvault - 67 Certifications
Compellent - 5 Certifications
CompTIA - 35 Certifications
CradlePoint - 2 Certifications
DataCore - 1 Certifications
Dell - 92 Certifications
Dell EMC - 44 Certifications
D-Link- 4 Certifications
Domino - 1 Certifications
EMC - 54 Certifications
Emulex - 1 Certifications
ESET - 3 Certifications
Exin - 2 Certifications
F5 - 8 Certifications
HDS (Hitachi Data Systems) - 4 Certifications
HP - 201 Certifications
HPE - 327 Certifications
IBM - 174 Certifications
IBM hardware - 11 Certifications
Imation/Nexsan - 4 Certifications
ISC2 - 10 Certifications
ITIL - 5 Certifications
Ixia - 3 Certifications
Juniper - 28 Certifications
LanDesk - 10 Certifications
Lenovo - 26 Certifications
LogRhythm - 3 Certifications
McAfee - 92 Certifications
Mellanox - 2 Certifications
Metastorm - 1 Certification
Microsoft - 1090 Certifications
Motorola - 8 Certifications
MS0616813816 - 1 Certification
NetApp - 26 Certifications
NetIQ - 6 Certifications
Nimble - 7 Certifications
Novell - 11 Certifications
Nutanix - 7 Certifications
Oracle - 340 Certifications
Other - 30 Certifications
Polycom - 14 Certifications
ProCurve - 6 Certifications
Proofpoint - 3 Certifications
Pure - 5 Certifications
Qlogic - 5 Certifications
Quantum - 2 Certifications
Quest Software - 1 Certification
Red Hat - 18 Certifications
RIM - 1 Certification
RSA - 33 Certifications
SANS.ORG - 1 Certification
Scale Computing - 1 Certification
ScriptLogic - 2 Certifications
Secure Computing / McAfee - 2 Certifications
Security Horizon - 2 Certifications
SimpliVity - 5 Certifications
Sonicwall - 2 Certifications
Splunk - 6 Certifications
Sun Microsystems - 65 Certifications
Symantec - 142 Certifications
Tegile - 2 Certifications
Tintri 4 Certifications
Trend Micro 5 Certifications
Veeam 10 Certifications
Vision Solutions 1 Certification
VMware 300 Certifications
Watchguard 1 Certification
Websense 18 Certifications
*
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.