SOURCEWELL
RFP #081419
CDW GOVERNMENT, LLC
CITY OF MERCED
A California Charter Municipal
Corporation
BY:_
D. Scott McBride,
City Manager
ATTEST:
D. SCOTT MCBRIDE, CITY CLERK
BY:_
Assistant/Deputy City Clerk
APPROVED AS TO FORM:
CRAIG J. CORNWELL, CITY ATTORNEY
BX: CatAin punwell 4-17-2024
ACCOUNT DATA:
M. VENUS RODRIGUEZ
BY:
Verified by Finance Officer
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Sourcewell?
Solicitation Number: RFP#081419
CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and CDW Government LLC, 230 N. Milwaukee Ave., Vernon Hills, IL 60061(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 December 1, 2019, or upon the date of last signature, whichever is later.
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.
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 1 Rev. 4/2019
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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.
1. Product Warranty: Sourcewell and its Members understand that Vendor is not the manufacturer of the Products purchased by Sourcewell or its Members hereunder and that the only warranties offered are those of the manufacturer not Vendor or its Affiliates. In purchasing the Products Sourcewell and its Members rely on the manufacturer's specifications only and not on any statements or images that may be provided by Vendor or its Affiliates. VENDOR
HEREBY EXPRESSLY DISCLAIM ALL WARRANTIES EITHER EXPRESS OR IMPLIED RELATED TO
PRODUCTS INCLUDING BUT NOT LIMITED TO ANY WARRANTY OF TITLE ACCURACY
MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE WARRANTY OF NON- INFRINGEMENT OR ANY WARRANTY RELATING TO THIRD PARTY SERVICES. THE DISCLAIMER
CONTAINED IN THIS PARAGRAPH DOES NOT AFFECT THE TERMS OF ANY MANUFACTURER'S WARRANTY.
2. Services Warranty: Vendor warrants that the Services will be performed in a good and workmanlike manner. Members' sole and exclusive remedy with respect to this warranty will be at the sole option of Vendor to either (a) use its reasonable commercial efforts to reperform any Services not in substantial compliance with this warranty or (b) refund amounts paid by the Member related to the portion of the Services not in substantial compliance; provided in each case Member notifies Vendor in writing within thirty (30) business days after performance of the applicable Services. This warranty is voided if the Services are altered by anyone other than Vendor or any of its affiliates or its or their personnel.
3. Cloud Warranty: Sourcewell and its Members acknowledge that Vendor is not the provider of the Cloud Services purchased hereunder and the only warranties offered are those of the Cloud Service Provider not Vendor. In purchasing the Cloud Services Sourcewell and its Members rely only on the Cloud Service Provider's service descriptions and the terms and conditions set forth in the Cloud Services Terms and Conditions (defined below). Sourcewell and its Members further acknowledge and agree that Vendor makes no representations warranties or assurances that the Cloud Services are designed for or suitable for use in any high risk environment including but not limited to aircraft or automobile safety devices or navigation life support systems or medical devices nuclear facilities or weapon systems. Sourcewell and its Members further agree to review and comply with the Cloud Service Provider's disclaimers and restrictions if any regarding the use of the Cloud Services in high risk environments.
VENDOR DOES NOT WARRANT THAT THE CLOUD SERVICES WILL BE TIMELY UNINTERRUPTED
OR ERROR FREE OR THAT THE CLOUD SERVICES WILL MEET SOURCEWELL OR MEMBER'S REQUIREMENTS. THIS DISCLAIMER AND EXCLUSION SHALL APPLY EVEN IF THE EXPRESS 2 Rev. 4/2019
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WARRANTY AND LIMITED REMEDY SET FORTH HEREIN FAILS OF ITS ESSENTIAL PURPOSE. THE
TERMS OF THIS PARAGRAPH DO NOT AFFECT THE TERMS OF ANY WARRANTIES FROM THE CLOUD SERVICES PROVIDER. SOURCEWELL AND ITS MEMBERS ACKNOWLEDGE THAT NO
REPRESENTATIVE OF VENDOR IS AUTHORIZED TO MAKE ANY REPRESENTATION OR WARRANTY THAT IS NOT IN THIS AGREEMENT.
DEALERS AND DISTRIBUTORS. Upon Contract execution, Vendor will make available to Sourcewell a means to validate or authenticate Vendor's authorized Distributors/Dealers relative to the Equipment, Products, and Services related to this Contract. This list may be updated from time-to-time and is incorporated into this Contract by reference. It is the Vendor's responsibility to ensure Sourcewell receives the most current version of this list.
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 that are operational for their intended purpose, 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 apparent at the time of delivery, Vendor must 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, which is available from the Vendor upon request. Members reserve the right to inspect the Equipment and Products at a reasonable time 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 Products that arrive in a defective or inoperable condition.
Sourcewell may declare the Vendor in breach of this Contract if the Vendor intentionally delivers substandard or inferior Equipment or Products. 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. 3 Rev. 4/2019
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B. SALESTAX. 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 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 4 Rev. 4/2019
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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 government- owned 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 commercial terms and 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.
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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 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;
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• 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.
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.
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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, master- servant, 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 reasonable attorneys' fees arising out of the performance of this Contract by the Vendor or its agents or employees which results in injury or death to person(s) or tangible personal property alleged to have been caused by some defect in the Services under this Contract to the extent the Service has been used according to its specifications.
Vendor shall pass through all indemnity protections provided by the Equipment and/or Product manufacturer to the extent intended for the end user of such Equipment and/or Products.
UNDER NO CIRCUMSTANCES AND NOTWITHSTANDING THE FAILURE OF ESSENTIAL PURPOSE
OF ANY REMEDY SET FORTH HEREIN WILL EITHER PARTY ITS AFFILIATES OR ITS OR THEIR
SUPPLIERS SUBCONTRACTORS OR AGENTS BE LIABLE FOR ANY INCIDENTAL INDIRECT SPECIAL
PUNITIVE OR CONSEQUENTIAL DAMAGES INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS
BUSINESS REVENUES OR SAVINGS AND LOSS DAMAGE OR CORRUPTION OF DATA OR
SOFTWARE EVEN IF SUCH PARTY HAS BEEN ADVISED OF THE POSSIBILITIES OF SUCH DAMAGES OR IF SUCH DAMAGES ARE OTHERWISE FORESEEABLE.
12. AUDITS
No more than one (1) time per twelve (12) month period during the term of this Contract, upon thirty (30) days advance written notice, Sourcewell reserves the right to review the books, records, documents, and accounting procedures and practices of the Vendor relevant to this Contract to verify the amounts paid hereunder. Such rights shall extend for a minimum of six (6) vears from the end of this Contract. This clause extends to Members as it relates to business conducted by that Member under this Contract.
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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 pass through to Sourcewell or its Members any indemnity intended for the end user of the Products on account of the use of any Equipment or Products by Sourcewell or its Members supplied by Vendor in violation of applicable patent or copyright laws.
Member's rights to Work Product (meaning materials and other deliverables to be provided or created individually or jointly in connection with the Services, including but not limited to all inventions, discoveries, methods, processes, formulae, ideas, concepts, techniques, know-how, data, designs, models, prototypes, works of authorship, computer programs, proprietary tools, methods of analysis, and other information whether or not capable of protection by patent, copyright, trade secret, confidentiality, or other proprietary rights, or discovered in the course of performance of this Contract, that are embodied in such work or materials) will be upon payment in full a non-transferable, non-exclusive, royalty-free license to use such Work Product solely for Member's internal use. Member obtains no ownership or other property rights thereto. Member agrees that Vendor may incorporate intellectual property created by third parties into the Work Product and that Member's right to use such Work Product may be subject to the rights of and limited by agreements with such third parties.
As applicable, Vendor agrees to indemnify and hold harmless Sourcewell and its Members against any and all third party suits, claims, judgments, and costs, instituted or recovered against Sourcewell or Members by any person on account of the use of any Services or Work Product by Sourcewell or its Members supplied by Vendor in violation of applicable U.S. 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 9 Rev. 4/2019
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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.
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.
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 10 Rev. 4/2019
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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, any additional costs incurred by Sourcewell and/or its Members as a result of such failure to proceed will be borne by the Vendor.
B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Member order under this Contract, in default:
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. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. 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.
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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 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. 12 Rev. 4/2019
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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 will be emailed 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 prior written notice to the Vendor.
Upon request, Vendor must provide to Sourcewell copies ofcertificates of insurance, 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 include 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 endorsements) 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 policyies).
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 Equipment, Products, or 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 Equipment, Products, or Services are sold. 13 Rev. 4/2019
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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 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 non- federal 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, 14 Rev. 4/2019
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"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 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 15 Rev. 4/2019
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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 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.
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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 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.
25. THIRD PARTY CLOUD SERVICES
"Personal Data" means data which relate to a living individual who can be identified (a) from that data or (b) from that data and other information which is in the possession of or is likely to come into the possession of the controller and includes any expression of opinion about the individual and any indication of the intentions of the controller or any other person in respect of the individual.
Cloud Services. It is acknowledged that Sourcewell and its Members are receiving the Cloud Services directly from the Cloud Service Provider pursuant to the Cloud Service Provider's standard terms and conditions, or such other terms as agreed upon by Sourcewell and its 17 Rev. 4/2019
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Members and the Cloud Service Provider ("Cloud Services Terms and Conditions"). Accordingly, it shall consider the Cloud Service Provider to be the contracting party and the Cloud Service Provider shall be the party responsible for providing the Cloud Services to Sourcewell and its Members and shall look solely to the Cloud Service Provider for any loss claims or damages arising from or related to the provision of such Cloud Services.
Sourcewell and its Members shall be solely responsible for daily back-up and other protection of its data and software against loss damage or corruption. Sourcewell and its Members shall be solely responsible for reconstructing data (including but not limited to data located on disk files and memories) and software that may be lost damaged or corrupted during the performance of Cloud Services. VENDOR AND ITS AND THEIR SUPPLIERS, SUBCONTRACTORS, AND AGENTS ARE
HEREBY RELEASED AND SHALL CONTINUE TO BE RELEASED FROM ALL LIABILITY IN
CONNECTION WITH THE LOSS, DAMAGE, OR CORRUPTION OF DATA AND SOFTWARE AND
SOURCEWELL AND ITS MEMBERS ASSUME ALL RISK OF LOSS, DAMAGE, OR CORRUPTION OF DATA AND SOFTWARE IN ANY WAY RELATED TO OR RESULTING FROM THE CLOUD SERVICES.
Sourcewell CDW Government LLC
•Docusigned by: -DocuSigned by:
Jeremy Schwarts Robert F. Kirby
BYL By:
- COFD2A139D06489.
Jeremy Schwartz
Title: Director of Operations & Title: President
Procure 79/26499 5:53 AM CST 11/21/2019 | 3:07 PM CST
Date: Date:
Approved:
•DocuSigned by:
By: Cuad Cavette
-7E42B8F817A64CC...
Chad Coauette
Title: Executive Director/CEO
11/8/2019 | 3:33 PM CST
Date:
18 Rev. 4/2019
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 RFP#081419 - Technology Catalog Solutions
Vendor Details
Company Name: CDW Government LLC
230 N. Milwaukee Ave
Address:
Vemon Hills, IL 60061
Contact: John Moss
Email: [email protected]
Phone: 312-547-2453
HST#: 36-4230110
Submission Details
Created On: Thursday June 27, 2019 08:11:44
Submitted On: Tuesday August 13, 2019 13:11:20
Submitted By: John Moss
Email: [email protected]
Transaction #: 3bee9b55-c457-4fdb-b721-f488e24ba2bb
Submitter's IP Address: 165.225.57.75
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 Specifications
Proposer Identity & Authorized Representatives
Line Question
Response *
Item
1 Proposer Legal Name (and applicable CDW Government LLC d/b/a, if any):
2 Proposer Address:
230 N, Miwaukee Ave. Vernon Hils, IL
Proposer website address: www.cdwg.com
4 phone) (The representative must have State International Lincolnshire, IL 847.968.9898
5 roposer's primary contact for this Name: John Moss Title: Proposa Specialist Address: 120 S. Riverside
rorea namo, tite, address, emai Plaza Chicago, IL 60625 Email Address: [email protected] Phone
312.547.2453
6 Proposer's other contacts for this Name: Mark Ellis Title: Manager, Program proposal, if any (name, titte, address, Management Address: 74 Reading Ave, Hillsdale, MI email address & phone): 49242 Email Address: [email protected] Phone:
732.982,0390
Company Information and Financial Strength
Line Question Response *
Htem
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 7 hey wish could be, rather than merely overwhelming them with our technology catalog of 10000 removing barriers to efficient procurament so that our customers can select technology solutions online or by phone at a price they can afford.
It's being a true trusted advisor to our customers, making them aware not only of available technology but of technology roadmaps so they can make the most informed purchases, or non-purchases as the case may be, to maximize investment at every critical lecision point in the IT lifecycle
It's offering our customers stability and security through rigorous quality contro standards, such as our five ISO certifications, in procuring and delivering their IT investments to ensure their investment arrives on time, is what they ordered, and works.
It's installing and managing our customers solution with certified technical and solution experts, either using in-house professionals with more than 6,700 technical certifications or a Trusted Partner Network of more than 1,200 partners of various size, demographic and standards, verifiable through custom reporting.
It's meeting our customers' demands for diversity, equality, and environmental responsibility in the supply chain by partnering with small, local, and diverse businesses, contributing to overall diverse spend in 2018 exceeding $2B.
From our founding to now, we've been offering the latest technology and technology solutions, keeping pace with trends every step of the way so that our customers don't have o. In the 80s it was PCs, VCRs, painter pants, and Miami Vice, and today it's integrated IT solutions, cloud technology, eSports, and avocado toast But none of this would be possible without our incredible coworkers.
The way we make it great for our customers is by making it great for our coworkers.
Meaning, the reason we can commit ourselves so thoroughly to our customers is because of the culture we've built at CDW that sustains us, and the relationships we form that constantly
uplift us, motivating us to try harder in delivering the CDW Experience. We empower our coworkers to be everyday bold in their careers through many programs and initiatives. Here's a select group:
Commitment to Diversity
CDW understands the importance of recruiting and retaining a diverse internal workforce. It starts at the top. On January 1, 2019, Christine Leahy, formerly CDW's Chief Revenue Officer and with the company since 2002, succeeded Thomas Richards as CEO, making her one of the fewer than 10% of all female Fortune 500 CEOs.
We enable all of our coworkers to make solid, dependable connections in the workplace, with our customers, our supplier partners, and in the communities we serve. We encourage coworkers to take an active role in their own personal and professional development through our many mentoring, technical, and professional development groups, including African Heritage Network, Hispanic Organization for Leadership and Achievement, Women's Opportunity Network, Alliance for Business Leading Equality, and Military & Allies Resource the local-level, we recognize our responsibility as citizens of our local communities and the world. CDW provides coworkers volunteer opportunities, including paid volunteer time off, and organizes many charitable events, including our annual Fun Drive each July. Last year CDW and our coworkers raised nearly $700,000 for Children's Miracle Network (CMN) Hospitals helping children in our communities throughout the United States and Canada, and bringing Beyond our ongoing charitable work, when extraordinary catastrophes have occurred, CDW and our coworkers have been there to support the recovery. We have given our time anc support to support those in need, including during the Indian Ocean Earthquake anc Tsunami, Hurricane Katrina, the Haiti Earthquake, the Japan Earthquake and Tsunami, and Hurricane Sandy.
Environmental
Environmental Responsibility is a big part of our culture. Though CDW does not manufacture products, we continually work to be mindful of our carbon footprint by developing internal efficiencies and policies for waste reduction, and complying with ISO 14001 standards, all of DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 8 Provide a detailed description of the products Sourcewell's 50,000 members are made up of public sector agencies and not-for-profits with and services that you are offering in your diverse needs and compliance requirements: classroom technology, public safety equipment, proposal. implementation services for secure infrastructure that stores public data, HIPAA, FERPA. CDW Government LLC (DW•G) offers 100,000 products and has more than 1,000 services coworkers, with a deep bench of preferred partners available to meet Sourcewell members' IT Consulting Services: Our consultants have years of experience in IT business continuity as well as mergers and acquisitions. o security in everything we do, but we also specialize in security assessments and overhauls to safeguard one of your most precious assets - your data. o Networking Services: Our professional services team will assess the impact on your network bandwidth and recommend upgrades as needed o Cloud Services: Our IT consulting team can assess your needs and help you select the right Saas or laas apps and cloud solutions for your business. o Data Center Services: Our engineers help you cut costs by replacing high-maintenance hardware with converged infrastructure and virtualized network and storage resources, on- premises or in the cloud. o Digital Workspace Services: Our team will help you optimize your network for mobile workspaces and collaboration while prioritizing efficiency and security.
With over 1,000 onginal equipment manufacturers (OEMs), Members have the choice of the usual heavyweights such as HPI, Lenovo, Cisco, Microsoft, Acer, Dell EMC, HPE. We also offer hundreds of other vendors making very cool products and providing very specific services that may be the precise technology for a Member in, say, public safety, such as Getac's rugged laptops, or Havis mounting solutions.
But at CDW•G we know just offering solutions, services, and products doesn't answer the mail. A critical factor for Members in their procurement goals is the delivery and implementation of the solutions, services, and products to ensure their needs are met As our company has amassed this impressive portfolio of solutions, products, and services, our leadership foresaw the potential hazards of onboarding newer to market OEMs for our customers and built uncompromising oversight into our process as a result. Sourcewell members benefit from the following steps CDW-G buift into our procurement process to ensure risk management on the solutions, products, and services we deliver:
Requesting our OEM partners put in place supply chain risk management plans to control components sourcing and ensure that no gray market or counterfeit materials are incorporated into their products.
Vetting to ensure that only OEMs that produce genuine, quality equipment are added to CDW•G's manufacturer portfolio.
Acquiring equipment only from manufacturer-authorized sources.
Selling only equipment that we are althorized to self
Maintaining redundancy in our manufacturer portfolio, such that if one manufacturer is having trouble with counterfeit parts being introduced to its supply chain, the customer has the option of purchasing an altemative manufacturer from CDW•G.
Purchasing additional stock, when commercially reasonable, to provide customers access o replacement products should a recall be issued for products they have purchasec Conducting quarterly business reviews with our major OEM partners where any counterfeit/gray market issues are addressed.
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 9 What are your company's expectations in the Whether it's the internal expectations we set for ourselves, or external expectations financial event of an award? analysts place on us every three months when it comes time to publicly report our financials, CDW•G has a history of exceeding expectations. We are successful in exceeding expectations in part due to discipline and a forward-thinking approach. We think carefully about what the future will look like and use internal metrics to make sure we are tracking our forecasts (Please see Question 65 for sample metrics). This process makes us confident going on the record with our projections, knowing we will be held to these standards and expected to deliver. A highlight of the Sourcewell and CDW•G relationship over the years has been the alignment of expectations and the roadmap to meeting and often exceeding those. Before we dive in to our expectations upon award of this contract, we'd like to revisit our financial expectations set forth in the last Technology Solutions proposal and how we performed against those: Expected peak growth for 2018 as described in CDW-G 2014 Sourcewell/NJPA Technology Solutions proposal: $350,000,000
Actual growth for 2018: $550,000,000 For the next five years of this contract, we project the fo revenue targets under a sole source award:
2020: $594,930,000
2021: $624,680,000
2022: $655,910,000
2023: $688,710,000
2024: $723,140,000
Here are five big ideas on how CDW•G and Sourcewell will get there together: 1) expect Canadian performance on this contract will be a key differentiator. We have more than series, real to to the serie. We expect to further diverse partnerships to continue ongoing focus on ail communities Sourcewell serves. We do this in a number of ways. Externally, such as in 2018 when we were invited to join the New York City Mayor's Corporate Alliance Program, which provides diverse businesses direct access to select partner corporations. And internally, with diverse supplier trainings for our sales force that enable better understanding of customers' diversity goals and initiatives, and CDW-G's diverse spend solutions.
We expect collaboration on marketing to drive increased contract usage and growth. We will generate a spotlight media piece detailing the exclusivity of the CDW•G & Sourcewell agreement that can be shared through various channels, participate in cobranding marketing opportunities, continue sales enablement and training activities, and generate awareness of the agreement through key events and collateral primarily distributed electronically but also with printed releases. 4) We expect to continue our effective partnerships with the Sourcewell organization and other valued Sourcewell vendors. As one of the longest-tenured Sourcewell vendors and one of the largest in terms of sales volume, CDW•G brings tremendous resources to the relationship. We have actively participated in support of Sourcewell leadership and its annual vendor conference for fifteen years. Mark Ellis, from CDW•G's Program Management team, has been an active participant on Sourcewell's Vendor Advisory Board, collaborating on past initiatives, such as collecting data from the vendor community on ideas for improved collaboration with Sourcewell, and in Sourcewell's recent transition from NJPA, connecting Sourcewell to CDW•G marketing leaders and executives to review and solicit feedback. 5) We expect regular strategy meetings with Sourcewell to achieve the following goals: a Align Sourcewell goals with CDW•G business development and sales leadership to create targeted lists of customers based on membership status, which we're already serving but with less activity than expected, and which we're not serving but should be. For example, CDW•G and Sourcewell's joint success in leveraging our strong public safety offerings to establish a relationship with the National Sherif's Association is a blueprint for the future. b research on key legislation that impacts cooperative purchasing. For example, we know recently Utah and Illinois passed legislation that should benefit cooperative purchasing initiatives in those states.
10 Demonstrate your financial strength and stabilit Sourcewell can be confident of CDW•G's financial stability. We are a subsidiary of CDW, LL vith meaningful data. This could include suc which is a subsidiary of CDW Corporation, a publicly-owned Fortune 500 company. As financial record. Selected current financial data:
Current CDW corporate credit ratings are all stable:
Moody's: Ba2o
Standard and Poors: BB+0
Moody's Outlook: Positive c
S&P Outlook: Stable
30. 20, demonster servantal are agreements to borrow is at 81.28 as of June Over the past decade our net sales have almost doubled U.S. IT spending as measured Compound Annual Growth Rate (CAG
DW has been steadily increasing revenue for each year since we went public in 20 Santa report to prote treme with though aroung i a late., upe mvester cav cal portolio is available at
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 11 What is your US market share for the solutions We estimate that our total Net sales of approximately $17 billion (on a trailing twelve-month that you are proposing? basis) represents approximately 5% of our addressable market, which is estimated at ~$325 billion.
12 What is your Canadian market share, if any? Wo da not kreak out Canada separately, we hava reported 5198B sales in Canada and U.K. 13 Has your business ever petitioned for bankruptcy As of the date of submission, CDW•G has never filed a petition for bankruptcy protection. protection? If so, explain in detail.
14 How is your organization best described is it a maa) CDW-G can best be described as a reseller. As part of our Additional Documents zip file your written authorization to act as a distributor/dea upload, we have included written authorization to act as a reseller for the wholesale distributor your sales and service force and with your dealer Tech Data in both the U.S. and Canada. We feel partnering with a reseller like CDW•G over a manufacturer for your contract provides greater benefits to Sourcewell members. Sourcewell is looking for a vendor that can support a catalog that offers both depth and breadth to members. Manufacturers often default to promoting their own products, rather than the solution that best meets the Member's need. In fact, this can be true for a number of competing resellers as well. Some resellers can generate a substantial portion of their sales from one manufacturer partner, in some cases as much as 50%. This can also be a risky business model. CDW•G is uniquely unbiased. Proof is in our sales, our 2018 company revenue mix did not include a single OEM making up more than 10% of our total. One of the benefits of our vetted portfolio of 1,000 leading brands is that it insulates us, and our customers, from the events of any one company. OEMs and resellers relying heavily on one manufacturer partner can mean a cloudy future for contract success when a business-altering event takes place.
Please visit our easy-to-search website for a list of the OEMs CDW-G is authorized to resell:
www.cdwg.com/brands And please visit CDW Canada's website for a list of 1,000 authorized OEMs:
www.cdw.ca/brands Another advantage of our reseller status is we have a captive sales audience, which means we can educate our internal sales force on contracts such as Sourcewell, how to sell on Sourcewell, and how to align sales messaging with the contract's needs. This process leads to contract adoption by CDW•G account managers and that has led to contract adoption by their customers. Together, we have increased new Member usage over the past five years by more than 20%. For our US. operations, in 2018 we purchased approximately 50% of the products we sold as discrete products or as components of a solution directly from our vendor partners and the remaining 50% from wholesale distributors.
Additionally, we are authorized and do buy direct when economically advantageous. As one of the largest direct market resellers, CDW-G has established great working relationships with the major manufacturers in the technology industry. Our buying power attracts the industry's top manufacturers-and their best prices and rebates. Most manufacturers send us daily Electronic Data Interchange (EDI) downloads with pricing and product availability information. Also, we receive timely notification regarding product changes and lifecycles. In a recent calendar quarter documented by one of our comprehensive Sourcewell sales reports submitted under the current contract, products and services sourced from 663 manufacturers were purchased by the Membership via the contract. These represent the entire range of the technology market from wires, cables and connected classroom furniture to advanced networking/data center solutions
Effective purchasing and inventory management are key elements of our business strategy that result in safe and secure IT hardware and software for our customers. Our management information systems, purchasing systems, radio frequency-based cycle counting system, and use of vendor stock balancing allow us to minimize our investment in inventory and to reduce inventory discrepancies and the risk of obsolescence.
We conduct quarterly business reviews with our top suppliers and distribution partners to communicate any outstanding issues. We have developed supplier scorecards for our suppliers to drive service expectations and accountability, which directly relates to the customer buying experience. These scorecards have greatly improved service levels and are driving process improvement initiatives throughout the supply chain with many partners.
CDW•G has a replenishment program with specific criteria for each manufacturer that takes lead-time into consideration when placing orders as well as monitors return rates to look for quality issues. CDW•G purchases products in volume when practical and stores the oversupply in our overstock locations. In this way, we can pass along volume discount savings to our customers, and the products are available for immediate shipment. We also offer staging options in which we can warehouse specific items, release them on a rollout schedule, and guarantee stocking position.
b) Although CDW-G is best described as a reseller, we are also recognized as a service provider. CDW•G's sales force, including both inside and field-based personnel in customer- facing sales roles, are employed directly by our company. We do not use dealers, partners, or Our business model offers Sourcewell members the advantage of subin raciors in this paled urt strategic, inter ofer, Somen me ser te a anag tot accelerating changes in technology mean that customers require more than just a product to satisfy many of their IT needs. Most customers expect a security component built in to their purchase, which often means implementation, monitoring, and more. CDW•G has transformed from pig sy a is natag prodies peace it in de somers need. We have birated practice that supports more than 35,000 customers in 140 countries.
Please visit our website for a video on how CDW-G services deliver innovation.
DocuSign Envelope ID: FA12C758-3EF4-45F3-B0DF-724674D71270 www.cdw.com/services One example of how Sourcewell members benefit from our innovative services is in K-12. CDW-G provides broad and diverse services such as large volume Chromebook rollouts with White Glove Services, networking implementation under the e-Rate program, onsite deployment of whiteboards/video solutions, physical security upgrades, and Blueprint to Design™, a value-added design service that includes classrooms, media centers, cafetoriums, and STEM/STEAM labs. We can deliver all of the services requested in this RFP by means of our internal coworkers, which includes engineers with precise technical expertise, as well as through a network of trusted service providers with whom we have long-term, ongoing relationships Many of the services we offer are scoped on a custom basis to meet the customer's specific needs. The ability to use our own coworkers as well as our network of service providers gives us flexibility and deep resources to meet changing workload demands. To make sure we are meeting our customers' needs, we have built a deep services practice that goes above and beyond OEM requirements. For example, Cisco's minimum requirement to be a Gold-Certified Partner is to have 4 Cisco Certified Internetwork Experts (CCIEs) on staff. While other vendors may be able to meet Cisco's minimum threshold to gain the designation, CDW•G takes it further to ensure we are meeting our customers' requirements
by staffing our services team with 63 CCIEs.
15 If applicable, provide a detailed explanation
outlining the licenses and certifications that are
both required to be held, and actually held, by themselves don't require many licenses or certifications from IT vendor partners. Separate from your organization (including third parties and this, there are unique state business licenses and tax certificates found at the state, county. subcontractors that you use) in pursuit of the and local level. CDW•G holds the applicable licenses and certifications to do business in every state on this contract.
When it happens a local agency we haven't worked with before requires a license or we work with our vendor partners to
For the licenses and certifications that are held by CDW-G, these reflect a commitment to stability and security through rigorous quality control standards. Our business succeeds in part due to an understanding with our partners that we can safely procure and implement their IT investments, and protect their critical information. Select quality control and technica and related technology within both of CDW•G's Configuration Centers.
ISO 28000 - Supply Chain Security Management System: The planning, delivery and oversight of secure supply chain management and supporting activities in the US technology.
ISO/IEC 20243 - Information Technology: Complies with the requirements in the Open Trusted Technology Provider Standard (O-TTPS).
ISO 14001 - Environmental Management System: The environmental activities related to product/service management, inventory control, shipping, returns management, and receiving for computers and related technologies, excluding the office, cafeterias and the lessee area.
HIPAA - Health Insurance Portability and Accountability Act: CDW•G complies with all applicable HIPAA regulations, including those related to auditing SSAE16 Service Organization Controls (SOC) 1 Type 2 - CDW•G Managed Services has hac clean, annual PCI and SAS70 Type II (and now Statement on Standards for Attestation Engagements No. 16 (SSAE16)) audits since 2004. PC| Level 1 Compliance - CDW-G Managed Services is audited annually for Level 1 Payment Card Industry (PCI) compliance which attests to the fact that our Managed Services operations and services meet requirement comply with the standards of the PCI Security Standards Counc idditionally, CDW-G's certifications and knowledge-depth extend to the individual level. Ol workers hold many technical certifications to support the diverse technology solutions in o talod. Please find these in Question f
16 Provide all "Suspension or Disbarment is of the date of this submittal, and for the prior ten years, CDW-G certifies that to the bes information that has applied to your organizatio of its knowledge and belief, CDW-Ghas not been listed by any federal or state authority a during the past ten years. debarred or suspended, where such debarment or suspension would have a material and adverse ability on our ability to perform hereunder
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 17 Accessories Power, Cooling &
Racks Desktop Computers
Data Storage/Drives Enterprise
Storage Point of Sale/Data
Capture Servers & Server
Document Scanning Services
(Partner Delivered) Software
Collaboration Hardware Video &
Audio
Cables
Warranties-Product Protection
Video Hardware
Interactive Whiteboards Interactive
Flat Panel Display Chromebooks
Google Chrome Management Saas
Industry Recognition & Marketplace Success
Line
Question Response
Item
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 18 Jescribe any relevant industry awards ol Sourcewell is committed to building valued relationship and delivering innovative solutions with ecognition that your company has received il integrity, exceeding the expectations of its members. Offering its members the opportunity to the past five years purchase the best IT at a competitive discount is an important part of Sourcewell's 25722 commitment, but so is the character and quality of the vendor that Sourcewell provides as a business partner
Over our decades of doing business, our company has been recognized as creating the sort of environment that empowers its coworkers to be successful. We make it great for our customers by making it great for our coworkers. Here we highlight five recent workplace awards and recognitions that speak to our company and culture. One of the Best Places to Work in IT 2019
Computerworld This year, which marks the 19th time our company has won the Computerworld for Women in 2019
airygodboss Fairygodboss named us one of the Best Companies for Women in 2019 fo ur commitment to gender diversity and both recruiting and retaining female taler Fairygodboss is the largest career community for women. among the top employers for veterans based on culture, recruiting, policies, and resources Human Rights Campaign
Human Rights Campaign's 2019 Corporate Equality Index (CEI) and the distinction as a Best lace to Work for LGBTQ Equalit
op 100 Solution Providers Compute
Dealer News (CDN)
Every year CDN compiles a list of the Top 100 IT Solution Providers in Canada based on company revenue. CDW Canada ranked No. 2 in 2019 (based on 2018 revenue). Above are select awards from 2019. Over the past few years we have received many awards and recognition, and those include the following list:
100 Best Places to Work in Chicago
Best Places to Work in Connecticut
Top Companies to Work for in Arizona
Tampa Bay Business Journal Best Places to Work
Dallas Business Journal Best Places to Work
Forbes' America's Best Employers
Military Friendly Employer Award
Business Equality Network LGBT Business Equality Excellence Award Workforce 100 and Human Capital Media Research recognized CDW as one of the 14225
Aruba Top Channel Partner Award
Citrix U.S. Public Sector Partner of the Year
Cisco Collaboration Partner of the Year
Dell President's Circle Award
HP Partner of the Year
HPE North America Network Service Provider (NSP) Partner of the Year Award HP! largest partner in Direct Reseller Channel
IBM North America Top Strategic Business Partner Leadership Award Intel North America Public Sector Partner of the Year
Lenovo's largest Global Direct Response Channel Partner Microsoft Partner of the Year
Nutanix Global Partner of the Year
Sophos National Partner of the Year
VMware Partner Innovation Award
19 What percentage of your sales are to the 2018: 34%
governmental sector in the past three 2017: 28%
years 2016: 34%
20 What percentage of your sales are to the 2018: 38%
education sector in the past three years
201: 38%
21 st any state or cooperative purchasin
ontracts that you hold. What is the annu
les volume for each of these contracts or
past three year
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 22 List any GSA contracts that you hold. What is CDW-G holds the GSA Schedule Contract: 47QTCA18D004K, open to all federal and civilian the annual sales volume for each of these agencies, state and local agencies, and public schools. sontracts over the past three years? Annual sales volume for the past three full years: 2018:
$142,600,688
2017: $133,866,901
2016: $142,939,903
References/Testimonials
Line Item 23.
Entity Name* [Contact Name" Phone Number"
Elk Grove Unified School District Todd Barber 916.686.7710 ext.68051 City of Chattanooga Matthew McDarmont 423.643.6339
University of Colorado Duane Tucker 303.764.3453
Queen's University, Kingston, Ontario Andy Green 613.533.6000 ext. 32175 City of Swift Current, Saskatchewan Dwayne Levoie /306.778.2708 Top Five Government or Education Customers
Line Item 24. 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 projects), size of transaction(s), and dollar volumes from the past three years.
Entity Name Entity Type * State / Scope of Work + Size of Transactions* Dollar Volume Past Three Province * Years *
Georgia Education Georgia - GA Software 2. Netco 12107m large 0 main $23,575,763 Institute of oducts 3. Notebooks/Mob
Technology Devices (nough at enter yee
Florida Education Florida - FL NetComm Products 701 orders ranging in si $18,026,658 International esktop Computers 3. Softwa marge to small invoic University : various dates throughor
ontract ye
University of Education Washington - WA 1. Software 2. Services (partner 2,936 orders ranging in size $17,731,256 Washington delivered) 3. NetComm Product
Clarksville- Montgd Education Tennessee - TN 1. Notebook/Mobile Devices 2. 331 orders ranging in size $17,569,029 County Schools NetComm Products 3. Video and rom large to small invoiced Audio at various dates throughout
contract year
Valverde Education California - CA 1. Notebooks/Mobile Devices 2. 1,992 orders ranging in size $13,029,947 Unified School Desktop Computers 3. rom large to small invoiced District Software † various dates throughou
ontract yea
Ability to Sell and Deliver Service Nationwide
Describe your company's capability to meet the needs of Sourcewell Members across the US, and Canada if 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 Response *
Question
Item
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 25 Sales force. As Sourcewell's member base continues to grow in the U.S. and Canada, its ideal partner on this contract will be able to keep up as a valued provider to your diverse membership. But beyond blanketing Members with sheer numbers, Sourcewel's ideal partner should also be ligned with the nuances of your members industry sectors and procurement environments able to offer specialized support to help Members meet their goals; and to fulfill this contract's State and Local Government, Federal Government, and Healthcare. The Eatontown, NJ; Cincinnati, OH; Cleveland, OH; Nashville, TN; Dallas, TX; Reston, VA; Bellevue, WA; Appleton, WI; Madison, WI; Milwaukee, Wi; Wausau, WI. Sourcewell members receive expertise, experience, and strength in numbers with CDW-G. They will have access to the following specialized sales account managers in each sector:
K-12 Education: ~350
Healthcare: ~250
Federal Goverment: ~200
State and Local Govemment: ~225 Each Sourcewell member will receive an account team One part of the team is made up of the account manager, who listens to develop in-depth knowledge of Member values, technical environment, and financial objectives, to then offer ways in which CDW-G can cut costs, increase productivity, and simplify procurement. Supporting the account manager, Members also have a field account executive, who will arrange to visit Member sites for business reviews, solution and services consultation, white board sessions and other meetings, on a regular basis or as needed. Sourcewell receives your own dedicated account manager, who ensures Sourcewell pricing is applied to Members' quotation or order, and affirms that the sale and subsequent fulfillment and invoicing is conducted in accordance with the requirements of the Sourcewell contract. In addition to our U.S. presence, we will support Sourcewell's members in Canada through our mature presence there. Since establishing Canadian headquarters in 2003, CDW Canada has grown significantly, adding coworkers across the country to better serve customers in their regions. Public Sector sales teams are organized by vertical: education, government, healthcare. With a recent strategic acquisition of Scalar Decisions, CDW Canada has coworkers located in most of the major cities across Canada including Ottawa, Calgary, Edmonton, Montreal, and Vancouver. CDW Canada's head office is in Toronto, ON, employing more than 400 coworkers and supporting customers and partners across the country. The number of specialized sales support Sourcewell members in Canada will have access to in each sector:
Education: ~20
Government: -20
Healthcare: ~15 All of CDW•G and CDW Canada's salesforce are direc quarterback here to engage our value-added resources, which include sector-specific support 220E
budgetary constraints.
26 Dealer network or other distribution methods. CDW•G doesn't use dealers. We resell directly.
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 27 Service force. s Sourcewell's member base continues to grow in the U.S and Canada, its ideal partner on this antract will offer thorough, localized service coverage to meet the high standards of responsiveness thi members have to come to expect on the current contract. Supporting CDW•G's sales force in provding alue to Sourcewell members is an extensive service force, made up of in-house service professional:
and a Trusted Partner Network that span coast to coast. Technology procurement goals have evolvec since Sourcewell and CDW•G both came into existence decades ago, moving from box pushing to complex solutions made up of different specializations. To make sure we are close-by, responsive, and able to understand our customers' evolving needs, CDW•G has built a local services presence across 32 cities in the U.S.. Our full listing of U.S. services locations is as follows: Phoenix, AZ; Los Angeles, CA; MO; Raleigh, NC; Las Vegas, NV; New York City, NY; Cincinnati, OH; Cleveland, OH; Philadelphia, PA; Wi; Wausau; Wi Here's a further services coverage breakdown, by services across the U.S.
Configuration Center Technicians (CDW-G coworkers) in Chicago and Las Vegas.
Managed Services-Network Operations Center Engineers and Project Managers in Madison, WI, Minneapolis, MN and Chicago, IL
Aggregation Services third-party hosting centers across the U.S. CDW•G delivers service by means of ou Partner Network with whom we have collaborative, ongoing relationships with only the most competent providers. A majority of our partners are organizations Sourcewell members will recognize: Cisco, Microsoft, IBM, Google, Fujitsu, Oracle, Adobe, MP Integrated Solutions, Atomic Data, Twin City Hardware, and many more. By partnering with these companies, CDW-G brings our customers best-value solutions. In addition to our U.S. presence, we will support Sourcewell members across Canada. We have services coworkers in the following major cities: Calgary, AB; Edmonton, AB; Vancouver, BC; Winnipeg, MB; Toronto, ON:
Ottawa, ON; and Montreal, QC. These are supported by partner network resources nationwide A further services coverage breakdown, by services area and resource type Configuration Center Technicians leveraging our distribution partnerships in the following major Canadian metropolitan cities: Greater Vancouver, Calgary, Greater Toronto and Guelph, Montreal and Halifax.
Aggregation Services and partner hosting center in Toronto DocuSign Envelope ID: FA12C758-3EF4-45F3-B0DF-724674D71270 28 lace Go sale customer salsaces is contral met Fore more are a l we are proud of ou
historical percentage of Dead-On-Arnival units being less than 6%, against an exceptionally apabilities and commitments, as well as any high output-the number of units shipped daily in recent years is at nearly 150,000. Still, we ncentives that help your providers meet you continually strive to improve the customer experience as part of the CDW Experience stated service goals or promises. If due to unforeseen circumstances there is a lapse, we have a support plan in place to listen, evaluate, correct, and understand To simplify the customer service process, we recommend Sourcewell members bring any issues or inquiries to the attention of their account manager.
Members' CDW-G account managers should be the center of their customer service and support experience. Barring unforeseen circumstances, account managers respond between 30 minutes and four business hours. They will work to resolve the incident, taking the necessary steps to ensure a best outcome. Or if the account manager is unavailable that day, a backup is assigned. Members' full account support team is available through their online account. It shows the live status of their representatives availability. Please see Question 52 for more information related to online account capabilities.
always to listen. Then they evaluate and determine the best next steps. If the account manager vill likely get very familiar with these escalation paths. Vendors that correct the problem bu knowledge it no further than incident escalation/resolution will be able to offer only temporar A est we stent under and the cause ones need tongee modent reling rocess one step further. Our sales teams work hand-in-hand with our Program Managemen eam to ensure that for issues requiring significant escalation, we determine proactive measures to prevent the problem from recurring. We want to understand why it happened to make sure it doesn't happen again. This is one of the reasons we are consistently lauded for outstanding customer service
As a back-up support option, Sourcewell members can always choose to contact a customer relations representative. CDW•G has representatives available to resolve post-sales inquiries from 7:00 a.m. until 9:00 p.m. CT, Monday through Friday, or via email at [email protected], with a reply back within 24 hours. As part of our focus on listening in providing customers the CW Experience, we regularly measure customer satisfaction to find out how we can even better meet our customer needs. Because we know that what worked for our customers in 2010 may not be the best method in 2020. That's why since 2000 our Customer Feedback Program has run via our Market Research Team. The program measures customer satisfaction, thoughts about CDW-G, and problem areas The primary methodology is a semi-annual survey which gathers information on customer-facing departments including shipping, customer relations, and the customer's sales team. Customers assess key touch points and high-level company characteristics.
Customers are selected on a random basis to participate in the surveys. If a customer provides a response that is ranked poor or fair, then a specialist from our Quality Assurance team contacts the customer to determine the reason for their unsatisfactory response and offers additional action to rectify the problem. Notices including customer contact information and feedback are sent to CDW•G sales managers so they can follow up. However, the majority of end users supply favorable survey comments. As a testament to our dedication to customer service, CDW is a past winner of the Forrester Groundswell Award for B2B Listening.
Below are the results from CD's semi-annual Customer Relationship Survey in June 2019.
Overall Performance Account Manager - 91%
Customer Service Staff - 90% Delivery Process -
91%
But of all the statistics we track, measure, and apply to our company, we feel the statistic that best measures our customer service is our industry longevity and that customers keep returning to us for their IT needs. For example, of the almost 14,000 Sourcewell members from all market segments who purchased via Sourcewell in 2017, nearly 70% purchased from CDW-G again in 2018.
29 Identify any geographic areas of the United None. Sourcewell members in all geographic areas will be fully served by CDW•G on this States that you will NOT be fully serving
through the proposed contract.
30 Identify any Sourcewell Member sectors (i.e., None. All Sourcewell member sectors will be fully served by CDW•G on this contract. government, education, not-for-profit) 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?
31 Define any specific contract requirements or None. We are shipping to Members in Hawaii, Alaska, and in the US Territories. In 2018, restrictions that would apply to our Members in we processed 1,139 orders for Members in these states and territories.
Hawaii and Alaska and in US Territories.
Marketing Plan
DocuSign Envelope ID: FA12C758-3EF4-45F3-B0DF-724674D71270 Line Question Response *
Item
32 Describe your marketing strategy for Industry awareness is critical in establishing a successful cooperative contract and growing use. In promoting this contract opportunity. a competitive cooperative landscape, with the very same vendors aspiring to be named to Sourcewell Upload representative samples of your that are already holders of multiple other cooperatives, Sourcewell's ideal partner needs to fully marketing materials (if applicable) in the understand the uniqueness of Sourcewell and how to showcase it, using thoughtful resources and document upload section of your creativity.
response. CDW-G and our marketing team are very familiar with the Sourcewell brand. We participated in Sourcewell's successful rebranding effort from NJPA, connecting Sourcewell to CDW•G marketing leaders and executives to review and solicit feedback. Our marketing team is also recognized industry-wide for its campaigns. We were recently named a finalist for Content Marketing Project of the Year by the Content Marketing Institute, the largest and longest-running international content marketing awards program in the world. Added to these distinctions, Sourcewell's CDW-G Program Management team, who know Sourcewell inside and out through the current contract on a day-to- day basis, collaborate with CDW-G's marketing department to create awareness campaigns to disseminate key contract information to potential end users. Taking into account our experience and familiarity from more than 15 years of successfully working together, CDW•G has a forward-looking, 10-step strategy that maximizes our wide-reach to create awareness of Sourcewell in the U.S. and Canada, driving further adoption and spurring increased growth on the next contract.
1. Member Transition. To begin, upon award CDW•G will transition Members using the current contract to the new contract. After contract launch, we can add any Member who requests being added to this contract by linking them to the contract within 5 business days of request. CDW-G's marketing plan begins with continuing to market this agreement to all eligible Sourcewell members. 2.
Agreement Transition Plan. Possibly the most important step is a well-oiled transition plan from CDW-G's current agreement to the newly awarded agreement. We've already created a sample contract landing page that is ready to go live on Day 1. Please access it at www.cdwg.com/Sourcewell. We'll keep this site up to date with all the latest contract information Products and pricing are available right now. We will also collaborate with Sourcewell marketing to create an email awareness campaign to explain how CDW•G and Sourcewell will make the transition seamless for the Sourcewell membership. For all piggyback agreements that are currently set up between CDW-G and Sourcewell, David White, Sourcewell's program manager, will work with the local sales team to build a transition plan for each agreement to ensure continuous use of the Sourcewell and CDW-G agreements. 3. Customer Facing Collateral. In an effort to drive awareness of the Sourcewell agreement through CDW•G, collateral will be distributed electronically, on the Sourcewell landing page, and printed for Sourcewell customers. Collateral will communicate the benefits of purchasing through the agreement from CDW•G as well as showcase products, services, and solutions offered to customers. As a part of this proposal, CDW•G has created customer-facing collateral that is ready for immediate distribution upon award. Our strategy is twofold. First, to ensure business continuity for our current Sourcewell customers, making sure they are promptly aware of the new contract so that we transition smoothly into the next agreement. Second, we want to increase awareness and adoption for current nonmembers in order to promote net new growth for Sourcewell.
These sample documents can be viewed as part of our document uploads in this section, as well as at www.cdwg.com/Sourcewell.
Sales Enablement/Training. A Sourcewell member's first point of contact with CDW•G is typically * their dedicated account manager. Correspondingly, it is critical that our account managers understand the scope and benefits of the Sourcewell agreement. In conjunction with the technical trainings offered to our CDW-G account teams, our Program Management team will also train our sales teams regarding the Sourcewell agreement with CDW-G. Training won't be a one-time thing— David White and the CDW•G Program Management team continuously train and provide information to educate the sales force on updates or changes to our program with Sourcewell. Having multiple touch points throughout the year helps provide additional ways for the team to gain information that directly relates to launching the program, maintaining compliance, and promoting growth of the Sourcewell agreement.
The range of the CDW•G training program allows our account teams to support Sourcewell members through the entire sales cycle from project inception, purchase, solution deployment, and post-sale support. Moreover, our account teams then propagate the value of the Sourcewell agreement to non- nembers helping to drive increased adoption and contract growth. 5. Monthly Email. CDW-G roduces and distributes a Sourcewell specific email monthly to approximately 11.000 CDW-( sourcewell customers. Emails have been designed to highlight monthly rotating solutions topics for thi Sourcewell members such as Hyper-Converged Infrastructure (HCI), Mobility and Networking, along with direct links to the CDW•G/Sourcewell landing page. Please see a sample email we recently sent out included in our marketing materials document uploads. 6. Corporate Communications. Upon award, CDW-G will generate a spotlight media piece at the CDW Newsroom site detailing the exclusivity of the CDW-G Sourcewell Agreement. These can be shared with select media publications.
We also encourage both corporate and individual coworker social media channels to share releases at CDW Newsroom. Finally, it will be a part of a daily, internal newsletter that reaches CDW-G coworkers. 7. Sourcewell Branding Logo. A CDW•G and Sourcewell branding logo will be created to include on the email auto signatures of sellers with applicable customers. The logo will direct customers to the Sourcewell landing page.
8. Ability to Collaborate on Co-Marketing Efforts. CDW-G is able and willing to participate in cobranding marketing opportunities for all future proposals from Sourcewell. We are actively working to expand the Sourcewell footprint into strategic industries, opening up new channels of membership to Sourcewell. A sample document upload in this section includes the successful LE Supply Pro/National Sheriffs Association and CDW•G promotional effort. 9. Social Media. CDW's marketing team has many advanced tactics to reach Sourcewell customers in the US and Canad lease see Question 33 for information on how our social media presence can generate an increase awareness.
Executive Sponsorship. Part of CDW•G's commitment to our customer base is constantly DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 seeking out opportunities to strengthen our national partner relationships. We view executive alignment as a key part of a successful contract strategy. Our Program Management team conducts quarterly business reviews with CDW-G executive leadership and a significant portion of this agenda devoted to Sourcewell, including usage statistics and growth trends. The Sourcewell contrac ontinues to be of great interest at CDW-G's executive level because of our successful growt strategies.
33 Describe your use of technology and To advance Sourcewell's message in the crowded public cooperative landscape, Sourcewell's ideal digital data (e.g., social media, metadata partner will need to go beyond the slicks, glossy one-pagers, and email blasts of a traditional usage) to enhance marketing marketing campaign to reach future Members who don't today, and won't ever respond to information effectiveness. presented that way. In 2019, many go to social media for their news and information. It's been reported the U.S. and Canada have a combined 50 million Twitter users. So ask yourself what sort of technology solutions company is not making use of one of the largest technology platforms to reach customers and future customers in these countries? We've been on Twitter since 2012 and as of this submission have more than 46,000 followers. Using technology to promote and sell technolog -seems smart. At least it does to our company. In fact, CDW•G leverages an employee advocacy tool that spans social media. It's called Social Squad, and it allows employees across the company to access curated social media content to share to their personal social media networks, including Linkedin, Twitter, and Facebook The platform has 2,248 registered members and gains more every day. In July, our employees shared 9,400 times and generated 26,700 clicks and 14,514,910 impressions. The platform also has an app available for iOS and Android. Social Squad members share content on a number of topics, including CDW news, products and deals, emerging technologies, product launches, featured partners, and more. In order for this contract to be used to the fullest extent, it needs to be embraced by both the IT teams and the procurement departments of eligible users. Other than first-hand experience, we think the best way to making a last impression on our customers' IT teams is storytelling. For this reason, we suggest a series of customer success stories, either written or potentially delivered as webinars. We envision a CIO or CTO to highlight how they worked with CDW-G and used the Sourcewell contract to solve a problem. The target audience for these webinars will be other CIOs and the engineers who work for them. We would ask co-promote the message with the membership.
34 Sourcewell's ideal partner on this
contract will make sure Sourcewell is an active partner in spreading the word of this new contract's benefits and features. We expect that following the RFP process and a continued partnership with CDW•G. Sourceweli will announce the new contract award to its 50.000 members. We expect Sourcewell and CDW•G will collaborate on contract launch and marketing material for the Sourcewell membership. And additionally collaborate and build an announcement program to the Sourcewell team.
We expect Sourcewell and CDW-G will build strategic partnerships under the agreement with an effort focusing on target customers who require a contract for purchasing. We expect Sourcewell will continue to attend influencing trade shows for the procurement community and include CDW•G in Sourcewell's awareness campaign at those shows. We expect Sourcewell will be a trusted advisor and partner in designing a contract training program for CDW•G internal and field sellers with a contract training program. Which transitions into contract integration. For our part, tenured CDW•G account managers are actively marketing the current Sourcewell contract to customers and are very familiar with its benefits, including special product categories, a unique administrative fee structure, enhance our sales force's understanding of the Sourcewell contract and its nuances, within the first 30 days post award we will conduct a 'refresh' training with all account managers and Sourcewell staff should be present to impart your passion for cooperative purchasing as well as answer questions.
DocuSign Envelope ID: FA12C758-3EF4-45F3-B0DF-724674D71270 35 Are your products or services available thre Sourcewell members already procuring technology through e-procurement, and for those who might e procurement system and how govemme like to, benefit from a mature e-procurement practice, with a deep understanding of integrations and 2222
resources dedicated to driving customer adoption. in our expenence, customers can save anywhere from $30-65 per transaction by using a reliable, secure e-Procurement system that automates their process from procurement to payment.
As a company, CDW has completed more than 9,000 e-Procurement integrations. Our in-house staff of over 200 IT personnel are dedicated solely to our web, internal, and e-commerce IT systems.
Sourcewell members who would like to explore an integration, benefit from our best practices and lessons leamed from nearly 20 years of integration expenence. We've pretty much seen it all. We'll advise on what works and what doesn't. For example, we find that the best user experience is a mix of both Procurement and EDI (Electronic Data Interchange) for invoicing and asset management.
Or that government and education customers often realize significant benefits due to decentralized procurement structures. One of our largest education customers has 6,000 authorized buyers across 350 unique departments. CDW•G's e-procurement solution has helped them simplify procurement by using one system and leveraging the Sourcewell agreement. However, experence has also taught us that each customer requirement is different. Therefore we offer a wide range of systems to support member needs, including XML, OCI, as well as EDI. Through CDW•G integrations, members are able to leverage their preferred e-procurement system or to visit our website that is custom designed for compliance and strict adherence to the Sourcewell contract We've created a sample landing page that can be accessed here:
www.cdwg.com/Sourcewell
Our mature e-procurement practice also means members won't have long to wait to begin using their system. By integrating quicker than our competitors, CDW•G simplifies procurement for Sourcewell members, allowing them to buy IT the way they need based on their specific requirements. We can set up member credentials within 24 hours, with most integrations taking fewer than 45 days depending on the needs of the customer. If invoicing is needed, that can mean additional time depending on complexity and testing with the customer
aforementoned Sansarin saving ard by chard ganes fes to set up her eproutement puncho t, The only fees come from
as applicable. Outside of providing integrations at no
harge, CDW•G also has resources in e-commerce and business development to train end users o ow to leverage CDW-G's punch-out catalog or customized e-commerce portal for ordering Training may be offered on-site, virtually via WebEx, or through recorded sessions that can be accessed on demand. Training generally consists of a walk- through of the customer's customized portal, an overview of the most commonly leveraged tools, and Q&A. The training is optional and offered at no additional charge to the customer. We understand some Sourcewell members won't choose to procure this way, or maybe it's not currently available to them. That's okay, too. CDW•G offers our own Purchase Authorization System. PAS is a way to heip customers control rogue orders and promote entralized billing with approval processes through our website. It is yet another way CDW laintains rigorous quality control standards on our procurement proce:
leasing our nur sited to the diparente sor sourcewel merabers, well as invoicing and Value-Added Attributes
Line
item Question Response *
DocuSign Envelope ID: FA12C758-3EF4-45F3-B0DF-724674D71270 36 Describe any product, equipment, Training and knowledge share empower customers in an increasingly complex and diverse technology maintenance, or operator training
programs that you offer to Sourcewell
Members. Include details, such as many Members don't have the time to learn the nuances of every product they purchase, or would whether training is standard or like to purchase, in CDW•G's catalog. For a contract of this sizemost vendors competing for this optional, who provides training, and Sourcewell contract offer technology catalogs featuring upward of 100,000 products-Sourcewell's ideal any costs that apply. partner must have the resources in place to help Members fully understand their options in order to maximize investments.
CDW•G supports Sourcewell members in a number of different ways. Members should work with their CDW•G account manager to take advantage of all our programs. Sourcewell members have access to CDW•G's deep value-added technology enablement resources. We have a team of more than 100 systems engineers in manufacturer-funded positions who provide pre- purchase support for their particular manufacturer's solutions. We also offer general technology leaming services. For instance, CDW-G's Cloud Planning Services, hosted by our cloud team, combines workshops, diagnostic services, and consulting engagements to help Sourcewell members determine which applications and workloads are ideal for the cloud. We offer similar services related to nearly everything we sell in our Tech Solutions Library. From choosing a keyboard to modemizing a classroom, our experts provide thoughtful recommendations. Please visit our Tech Solutions Library for more than 400 entries:
https://www.cdw.com/content/cdw/en/articles/tech-solutions-library.html For Sourcewell's many K-12 members, CDW•G offers specialized support. Our team of educational strategists assist in aligning teaching and leaming with individualized technology roadmaps. Past topics have included effectively using technology in the classroom, designing digital curriculum, and furthering digital literacy and citizenship for staff and students. Please see our response to Question 41 for full details on this value-added resource. Another way CDW•G supports Sourcewell members is to enhance user experience through our close OEM relationships. For example, in partnership with the Cisco we recently hosted a Cisco Threat Hunting Workshop for customers in Nebraska. The workshop uncovered best practices for threat hunting, demonstrated how to incorporate threat hunting into daily workflow, and enabled participants to execute four real-world lab scenarios. And we offer device-specific support.
CDW•G's Microsoft Surface Hub Deployment and Adoption Services helps customers get the most out of their investment by delivering enablement activities that cover the Surface Hub journey from unboxing and setup, all the way through targeted adoption and teamwork training for end users. These training features are often included as part of a deployment package, but do vary on a case-by-case basis.
We also leverage our OEM partnerships, including Lenovo and HPI, for self-maintainer programs. Many notebook and desktop manufacturers offer options for customers' IT teams to become self-maintainers.
This typically includes a short test and a fee to gain the certification. These programs allow IT staff to perform equipment repairs in-house, saving time and money. Finally, we serve Members' technology training and development needs using CDW•G partners such as Directions Training. Together we have been offering excellent information technology and professional development training for nearly ten years. Our comprehensive training has been provided to many large commercial and goverment organizations, to include the City of Chicago, Ingredion Corporation, AutoNation, Kimberly-Clark, and multiple branches within the US Department of Defense. Trainings include custom fit solutions for all major technology categories, in addition to technical training programs for Microsoft, Cisco, Citrix, CompTIA, VMWare and many others. Our professional development sessions help private and govemment employees enhance their skills in communication, public speaking and presentations, project management, and more. This training also includes flexible options, state-of-the-art delivery, dynamic leadership, and an infallible dedication to students. Students can attend live, instructor-led training at multiple learning centers located across the country, virtually from the comfort of their home or office, or we are able to provide certified staff to conduct onsite training at a local facility. Additionally, Members have the ability to work with their dedicated CDW•G account manager to create a custom course at the time of your choosing or select from an array of times and dates for virtual training that are offered on a regular basis to many of our customers nationwide. 37 Describe any technological advances As a leader in technology solutions, we witness the The Law of Accelerating Returns" in real-time. that your proposed products or And while we're always looking for a partner to nerd out with on the latest tech (how about Tello, this services offer. terrific drone made by DJI that helps teach STEAM in schools to the next generation of programmers; check it out here: https://www.cdw.com/product/dji-tello-edu-720p-hd-programmable-drone/5557972), we also know there's so much else for Sourcewell and its members to do in serving the public interest.
That is why Sourcewell's ideal partner will need to have its ear to the ground to be aware of all technological advances and cool new products that are out there, and also the practical understanding of how they benefit Sourcewell members.
Here are a few select technology advances in CDW-G's catalog and how they benefit Sourcewell members.
VR
VR (Virtual Reality) at CDW-G has evolved quickly to keep pace with this rapidly changing market in order to provide the most current and up to date technology available today. VR is being used as a training application for Sourcewell members charged with educating and keeping us safe and healthy In education, VR is used to engage children by taking them on an exploration or showing content in 3d with animations. Law enforcement uses VR in training to increase empathy in officers. applications are providing safer ways to train troops in a variety of situations. And this immersive technology is rapidly finding new use cases in medicine for evaluating tumors in 3d and even performing surgeries remotely.
CDW Blueprint to Design ™
We offer a value-added modern learning environment design service to help make sure educators technology investments work together for a full learning experience. Our design service includes classrooms, media centers, cafetoriums, and STEM/STEAM labs, and comes from our experts in classroom and spatial design. Since it began in September 2017, CDW Blueprint to Design™ service has had more nearly 800 K-12 and Higher Education institutions sign up for the value-added service DocuSign Envelope ID: FA12C758-3EF4-45F3-B0DF-724674D71270 white delivering approximately 450 completed design packages for our customers.
Drones
Sourcewell members in law enforcement, education, and federal government can benefit from CDW-G's drone solutions, along with high tech imaging solutions such as thermal, recognition and infrared. We recently saved a large railroad customer time and money by replacing their manual approach of photographing miles and miles of railroad track by horseback (really, still horseback!) with a drone technology solution
Cloud in the classroom, the right cloud solution can improve innovation. Out of the classroom, the right cloud solution can deliver cost savings, enhanced performance, and, if deployed effectively, increased security A recent survey showed 59% of IT professionals say they would make more use of cloud, but the complexity is holding them back. CDW•G's cloud experts help customers understand and efficiently procure this elusive technology by answering such questions as: What are we buying? Where is our data going? How is it helping us? CDW•G currently partners with more than 150 cloud providers to deliver SaaS, laaS, and Paas solutions. And if those acronyms seem a little odd or unfamiliar, we've got that covered, too. Our expert cloud team, nearly a decade old, includes solution specialists to explain how cloud works, and assess the benefits and risks of each solution for Sourcewell members' particular needs and environments. Additionally, to make sure we are keeping up on The Law of Accelerating Retums," CDW•G has resources in place dedicated specifically to monitoring IT trends, technical roadmaps, and emerging technologies. We combine this knowledge with the feedback customers provide to stay ahead of the curve on emerging technologies Our OEM partners recognize us as a trusted partner when it comes to innovation. VMware recently awarded us with a Partner Innovation Award for the Empower Digital Workspace global award.
We ensure we offer state of the art technologies, and that we also vet the benefits and the risks of new solutions, and their operability in the Member's environment. CDW•G has several forums and encourages customers to share knowledge and best practices regarding the solutions we provide. The CDW Customer Advisory Board is a private, online community where we research IT topics and find out about technology usage to aide in marketing material development. These community members do engage with one another on relevant topics that they face in their environments. Sourcewell members have the opportunity to join this community if they desire. Highlights of the Customer Advisory Board include:
1,250 customers in a variety of industries
Members are primarily: IT Managers, IT Directors, IT Executives/C-Level Green
Linkedin: https://www.linkedin.com/companv/cdw
Facebook: https://www.facebook.com/CDWCorporation/
Spiceworks: http://community.spiceworks.com/pages/CDW
Twitter: https://twitter.com/CDWCorp
YouTube: https://www.youtube.com/user/CDWPeopleWhoGetIT https://www.youtube.com/user/CDWTechvision
Reviews on CDW.com: http://www.cdw.com/content/about/cdwreviews.aspx?cm_sp=Footer-_- HowWeDolt-_-Customer+Reviews As a testament to our efforts, we are also regularly asked to participate in OEM advisory board and product beta-testing initiatives. We have been participants in such programs for Microsoft, Adobe, Symantec, IBM, Trend Micro, McAfee, CommVault, Quest, VMware, Cisco, Juniper, Sonicwall, and Riverbed. These organizations have relied on the input and feedback of our staff to ensure their products are market-ready, prior to their public release. For example, CDW•G participates in the majority of Microsoft Rapid Deployment Programs (RDPs) and Technology Adoption Programs (TAPs). This early exposure to Microsoft solutions enables us to bring solutions to our customers in a timely fashion and ensures successful implementations. And CDW-G was one of two partners worldwide who participated in the Eariy Field Trial (EFT) of Cisco's UC 8.0 rollout. We were developing on the software nine months prior to public release. When 8.0 was released to the public, all CDW•G engineers were already trained to deploy the solution and were familiar with known differences from prior versions. Added to our OE expertise and advanced solutions, CDW Technology Support is our branded offering backed by the OEM collaborative warranty support service. CDW-will take the first call for Members to help resolve their issue and, if needed, provide an engineer onsite to perform a hardware replacement. If escalation to the OEM is required, CDW•G Will do that on the Member's behalf. Because of CDW•G's depth and breadth of expertise, in the case of a Cisco solution nerdre able to get a fop-level TAC engineer more quickly than a Member can, resting in quicker For more information, please see our Additional Documentation uploads.
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 38 Describe any "green" initiatives that As an IT reseller we do not build the products we sell though we make green technology solutions relate to your company or to your clearer, and for more information on this please see our response to Question 39). products or services, and include a We do recognize our part in responsible environmental management and conservation of resources. list of the certifying agency for One of the ways we demonstrate our commitment to environmental management and the principles of each. sustainable development is through our beGreen program. The beGreen program, which has been around more than 10 years, provides CDW•G coworkers with a platform to reduce, reuse and recycle in an effort to make our operations leaner, more efficient, and more environmentally responsible. We continually develop these efforts to comply with ISO 14001 standards.
Since we kicked off beGreen, CDW•G has seen overwhelming coworker participation. Coworkers have the improved environmental efficiency led to these two actions: Our Las Vegas Distribution center has Our Vernon Hills Distribution Center updated the warehouse and parking lot with LED lights Containing motion sensors.
This allows us to reduce our power usage while minimizing our impact to the environment. beGreen is a consideration in everything we do. Our downtown Chicago office is moving in the next few years to accommodate our growing company. Similar to the products we sell, we don't build the buildings we work in. But we do recognize our part in environmental responsibility and that is why we our future office location is LEED certified for its design and construction. Select beGreen program highlights are below. For our full environmental policy and commitment, please see "CDW•G Commitment to the Environment 2019" in the Additional Documentation uploads section.
ISO 14001:2015 Certification CDW•G's distribution centers are ISO 14001 certified, which is the internal standard for environmental management systems. This certification has been awarded to CDW•G's distribution centers located in Vernon Hills, IL, and North Las Vegas, NV.
Sustainability at CDW Lighting & Energy Management. Our offices and Distribution Centers are outfitted w waste power after hours.
Eco-friendly Alternatives. Our cleaning crews also use natural and vinegar-based cleaners in place of chemical cleaners that can be harmful to the environment.
Coworker Engagements. CDW•G Illinois locations are past winners of the Illinois Governor's Sustainability Award, recognizing private and public linois organizations who have implemented outstanding and innovative sustainable techniques or technologies, demonstrating a commitment to sustaining our environmental, social and economic health.
Recycling Our Distribution Centers employ programs that are designed to recycle corrugate, shrink wrap, from a peak of three times a week to only twice a year. Packaging and Transportation Over 95% of ( nanufacturer packaging, instead of being repackaged in new boxes. We have also redesigned our box maximize the amount of product put into each box.
39 Identify any third-party issued eco Sourcewell members in the public sector have a responsibility to procure sustainably. As stated in Question 38, none of the products we sell are manufactured by CDW•G. Which is a benefit to Sourcewell members. This allows us to be more objective about what's right for each Member's initiatives Since green products, energy efficiency, life-cycle design, and other sustainability factors are your Proposal related to energy our account managers compare the various OEMs we sell and efficiency or conservation, life-cycle
design (cradle-to-cradle), or other
green/sustainability factors. equipment from customers. However, we can direct Sourcewell members to trade-in and asset disposal * rograms through partners to help properly dispose of or recycle hardware.
These are some of the programs we offer Sourcewell members:
NEC Program: https://www.necdisplay.com/communications/0418_Tradeln_TradeUp_Program.html Panasonic: http://panasonic.anythingit.com/
ClearCube: https://www.clearcube.com/upgrade
DocuSign Envelope ID: FA12C758-3EF4-45F3-B0DF-724674D71270 40 Describe any Women or Minority Sourcewell members in the public sector promote diversity and local business initiatives through their Business Entity (WMBE), Small procurement requirements. There are many types of diverse supplier requirements, including minority- Business Entity (SBE), or veteran and woman-owned, smail business, veteran-owned businesses, and LGBT-owned businesses. owned business certifications that Sourcewell's ideal partner on this contract will empower all types of diverse suppliers in the your company or hub partners have marketplace, not just one or two. obtained. Upload documentation of CDW-G does not hold any WMBE, SBE, or veteran-owned business certifications. Our focus lies in certification (as applicable) in the creating a meaningful sourcing plan with minority, small, local, veteran-owned, and other diverse document upload section of your suppliers. By not being a diverse prime, we have the privilege, opportunity, and responsibility to response. partner with diverse suppliers and bring them with us to the Sourcewell opportunity. That's part of the CDW Experience. Through data extracted from the BLS Quarterly Census of Employment and Wages, initiatives are not always met by one or two specific certifications. Each customer has different goals and CDW-G is an ideal partner because our diverse supplier network contains partners with the Minority Business Enterprise (MBE)
Women Business Enterprise (WBE
Lesbian Gay Bisexual Transsexual Business (LGBT)
Veteran Business Enterprise (VBE)
Disability Business (USBLN)
Women Owned Small Business (WOSB)
Small Disadvantaged Business (SDB)
Veteran-Service Disabled Veteran
Small Business
HUBZone We launched our Supplier Diversity program over a decade ago. Our leader in Supplier Diversity, Kristin Malek, was named one of DiversityPlus Magazine's Top 25 Women in Power Impacting Diversity 2019. Kristin and CDW•G coworkers participate in workshops designed to help diverse suppliers lear about contracting opportunities. Recently they attended an event with the City of New York that attracted over 60 diverse suppliers. In recent years, CDW•G has seen continued increases in diverse spend since the program's inception. 2018 overall reported diversity spend exceeded $2B, equating to 12% of our organization total spend with suppliers. In the same year, we were named a Finalist by the National Minority Supplier Development Council for Corporation of the Year. In 2019, we were named US Veterans Magazine Best of the Best Supplier Diversity Program. Please see a letter of recommendation from QnA Tech, a small minority owned firm focusing on IT solutions, as further, real- world evidence of our commitment to working with diverse suppliers.
CDW•G can offer Sourcewell members partnerships in one of two ways: The Tier I Program
CDW is continuously developing other diverse partnerships to meet customers' Tier I needs, which is where customer spend goes directly to the diverse firm. In fact, we offer an online registration too! where businesses can register for future opportunities with CDW. Our growing list of suppliers means that customers can count on CDW to deliver against their diversity spending targets. CDW has also partnered with MBE/BE leasing companies that can support customers' Tier I spend requirements.
The Tier I Program In an effort to foster even more opportunities for small, diverse businesses, CDW launched a Tier I Supplier Diversity Program in 2009 for its key manufacturing, distribution and logistics partners. The program's goal is simple: to further opportunities for competitive diverse companies to supply goods and services to CDW and deliver them to our customers. CDW also provides Tier II reporting to customers that track their spending (typically for tax incentives), ensuring that suppliers meet contract compliance and obligations. Our Tier Il reports show the items that CDW purchased from diverse suppliers, all items that our customers purchased from CDW, and all items that CDW purchased from diverse suppliers to fulfill customer orders directly.
One more important aspect of the CDW Supplier Diversity program is our support and participation in various organizations and events focused on developing relationships and business opportunities within diverse communities. CDW is a National Corporate Member of the National Minority Supplier Development Council, Inc. and The Women's Business Enterprise National Council. CDW supports other organizations, such as the Chicago Minority Business Development Council, Inc., the Women's Business Development Center of Chicago, the Minority Business Development Agency of Chicago, the Nationa /eteran Owned Business Association, and the National Gay & Lesbian Chamber of Commerce. Not onl does CDW contribute financially to these organizations, we also engage on advisory councils, and host events, and provide resources to support the organizations' focus on continued growtl 41 When Sourcewell evaluates vendors for this next Technology Solutions Catalog contract, we suspec nany of the product and services catalogs will overlap. That's life at the top of the IT solution:
narket, we suppose. But how many of these vendors can stand apart and point to unique solutions Unique in the true sense of the word. CDW-G stands apart with the following unique attributes we offer Sourcewell members: Sales Support CDW-G's Sales Academy equips new sales coworkers with the skills and knowledge necessary to be effective, successful, and consultative extensions of your IT staff. The Sales Academy is a five-and-a-half-month curriculum for Public sector, Corporate, and Small Business sales account representatives consisting of three phases: Phase I: offers a classroom environment focused on immersing account representatives into the CDW•G culture, systems, technology and professional selling skills Phase II: provides an opportunity for account representatives DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 Our experiential leaming curriculum uses a complete blended delivery model including classroom activities, Learnings, one-on-one coaching and roundtables, and the Sales Academy delivers that and more. Sales team shadowing and real-world assignments prepare account representatives for the reality of day one on-the-job. in addition, account representatives are provided cutting edge resources such as a searchable online help tool. CDW•G has implemented a measurement strategy to ensure that any account representative graduating from the Sales Academy is able to perform job tasks and responsibilities skillfully. This strategy includes exercises, assessments, and tests. Throughout each phase of the Sales Academy, account representatives are coached to understand and address the unique challenges within their focus segment: K12, Higher Education, State & Local Government, or Federal Government. We understand that each customer and segment are unique and feel that our training should mirror those nuances. All of these components-technology training, system training, on- the-job immersion, and segment focused coaching-combine to create an onboarding experience for new account managers that has the right balance of technology acumen and real-world skill development and practice. Our goal is that each account representative is able to serve as a valuable asset to our customers-helping them to address their challenges and meet their goals through technology. Our salesforce is trained to understand and support the broad portfolio of products and solutions that CDW•G offers. We also understand our customers' need for deep expertise on particular products and solutions. That is why our account teams are supported by a large team of more than 100 presales systems engineers, both CDW-G-badged and vendor-funded positions, who provide presales support for specific lines of business and particular partner's products. These experts assist with evaluating products based on your unique operational requirements and budgetary constraints. They review quotes for product compatibility, functionality, and compliance. Your account representative will still serve as your main point of contact and quarterback the project to make sure that the process is simple and seamless for members
E-Rate
CDW•G is proud to have participated in E-Rate Projects for Category 2 since 1998, when our company was founded. During that time, we have been awarded over 14,000 E-Rate projects totaling over $200M in total internet connectivity solutions to schools throughout the United States. Due to our streamlined and best-practice system of checks and balances, we ensure our E-Rate customers have a collaborative and positive experience when working with us on their E-Rate projects, including our dedicated E-Rate invoice team who ensures expert handling of both BEAR and SPIE-Rate invoicing.
Mark Ellis, Manager, Program Management, David White, Program Manager, and Amy Passow, E-Rate Specialist, offer schools their knowledge, assistance, and advisement on E-Rate matters, including but not limited to Program compliance and adherence. David prepares contract deliverable reports and makes modifications, as necessary, including price reductions, additions, discontinued products, replacements, and version changes. He ensures that price and supply agreements are in place from award through completion and that the E-Rate bidding, ordering, invoicing, and funding are all seamless and easy for entities to complete. Amy advises on the appropriate engagement before and after Form 470 filings and works with our operations teams to ensure E-Rate ordering, invoicing, and delivery are compliant; additionally, Amy assists applicants with PIA reviews and preparation of Item 21 Forms as part of the Form 471 process.
eSports We know the world of eSports is growing fast. The estimated annual total revenue that will be g experience with gaming laptops and desktops,
(MSI), PNY.
Public Safety In 2007, CDW•G's Public Safety Team was chartered with the mission of aligning the IT industry around the unique challenges of law enforcement, fire, and emergency medical customers. We are proud of its history within the public safety community and long-standing relationships achieved through partnership, membership, leadership and sponsorship with local, regional and national associations. CD•G participates in public safety focused conferences and events, helps deliver training and education, and works together with organizations including the International Association of Chiefs of Police (IACP), the International Association of Fire Chiefs (IAFC), and the National Sheriffs Association (NSA). Our relationships and targeted expertise afford us with a unique platform to expand Sourcewell's reach into previously untapped markets.
One such relationship is with the National Sheriffs' Association (NSA) that support over 3,100 Sheriffs offices nationally. In 2018, NSA wanted to provide an on-line marketplace portal for everyday goods and services to its members. They solicited the industry to develop the portal, and selected LESupplyPro (LESP), a law enforcement focused cooperative, as a partner, and began development of the marketplace. While working with NSA, the CDW•G Public Safety team noticed there was no technology category in the NSA-LESP portal offering. The team was able to educate NSA on the value and benefits of the Sourcewell agreement, and through these efforts, NSA and LESP named CDW•G as the exclusive technology partner on their NSA-LESP contract. This customized Sourcewell agreement has expanded Sourcewell adoption and membership into a new market while also providing a tailored contract structure that gives back to local law enforcement agencies and helps them further support their mission-serving and protecting citizens. Looking forward, CDW•G envisions continuing to increase the number of members accessing Sourcewell's CDW•G contract by using our unparalleled reach and segment focus to penetrate new markets and maximize Sourcewell's overail contract adoption. (-12 Education Strategy Team
in response to the increasing complexities that schools face scaling digital learning. CDW•G has DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 created a K-12 specific Education Team made of former educators and experts.
Collective Previous Experience
Chief Information Officer
Certified Project Management Professional
Google Certified Innovator and Trainers
Google Certified Level 1 & 2 Educators
Google Apps Certified Administrator
Google Apps Certified Deployment Specialist
Teacher of the Year
Instructional Technologist
Leaming Environment Advisor
Microsoft innovative Educator Trainer
Microsoft Expert Educator
Classroom Teacher
District Superintendent
42 Identify your ability and willingness to CDW's significant presence in Canada, detailed in Question 25, allows us to focus on providing provide your products and services to products, services, and local support to our Canada customers. CDW has a large Product & Marketing Sourcewell member agencies in organization in Canada. This team comprises mainly Partner Managers, who support 1000+ vendor Canada. relationships, including their new technology launches and associated promotions. We have coworkers dedicated to meeting with, evaluating, and onboarding new Sourcewell members. Similar to in the United States, we also have onsite vendor specialists for larger partners such as Adobe, Cisco, HPI, HPE, Lenovo, Microsoft, and more
Our business model in Canada provides exceptional product availability and quick turnaround from the largest inventories of top brand-name manufacturers in the industry. We attribute this to our strategic * relationships with the industry's top distributors. There are several main distribution partners in Canada, including Tech Data and Ingram Micro, all of which CDW Canada has a direct line of communication vith through a dedicated CDW resource. CDW Canada strives to ship all in-stock, credit approved, nor sonfigured orders within 24 business hours of P.O. receipt. Historically, our same-day order fill rate ha enhancest he ate that we driver in Canada in hot laving a ras: pressional services, series. infrastructure, and cloud technology.
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 Question Response *
Item
43 Do your warranties cover all products, parts, and labor? CDW•G does not manufacture products, but Sourcewell members' IT investments are covered by the manufacturer's standard warranty for all purchases. This means that terms of warranty coverage can and do vary with each OEM purchase. Details for each product warranty are on www.cdwg.com or available through members' dedicated account manager. in our experience, most often the manufacturer coverage does just fine. But for those times where some added support is desired, CDW•G offers additional warranty coverage options for products whose standard warranty alone does not meet members' needs. In order to understand all of our best-value options, we recommend members work with their trusted account manager to navigate the options in our extensive catalog and determine the best fit warranty solution for each product and circumstance. For example, CDW•G and most resellers offer a whole lot of different OEMs-we understand that's one of the features customers and cooperative agencies like best about doing business with large IT resellers. But a whole lot of different OEMs and a whole lot of different warranties could lead to a significant time investment for Sourcewell members when left to manage this part of the technology lifecycle on their own. Imagine for a minute Sourcewell members with small IT staffs left to analyze and track dozens of programs and expirations to gain the most value from their portfolio of warranties. In these instances, CDW-G can offer Maintenance Contracts to simplify warranty coverage for members bogged down with a collection of warranties from different manufacturers for different lengths of time and each with a different end date. Maintenance Contracts are an easily manageable service contract that covers all IT equipment, regardless of manufacturer, with just one expiration date and a single point of contact for repairs. Please refer to our document upload in this section for more information on Maintenance Contracts.
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 44 Do your warranties impose usage restrictions or other Rather than imposing usage restrictions or other limitations on our warranty services, limitations that adversely affect coverage? CDW•G enhances coverage options for Sourcewell members through our warranty extensions and uplifts. As stated in Question 43, our experience is that many customers choose the standard OEM warranty for their purchase. Which is fine. In instances where the OEM warranty isn't sufficient, CDW•G offers competitive solutions to augment the EM's warranty to minimize risk and ensure ongoing performance.
Included in our portfolio:
Warranty extensions and upgrades
Post warranty support
Accidental damage protection
Maintenance Contracts
Post-sale technical support
Product and certification training
Onsite repair
Help desk services
Additionally, understanding best-value procurement does not stop at the sale, CDW-G keeps the communications lines open with our customers to be sure the warranties they hold continue to meet their needs. For instance, shortly after award on a U.S.
Marine Corps (USMC) BPA, CDW•G recognized the warranty provided was not offering the level of service required for USM. We replaced this warranty without any impact to the customer, indicative of the reliability of our quality approach and our focus on upholding our commitments.
45 Do your warranties cover the expense of technicians' Some do and others do not; it depends on the warranty coverage selected. Any travel time and mileage to perform warranty repairs? incremental warranty costs for technicians' travel time and mileage to perform warranty repairs are disclosed at time of quote.
extensions of OEM warranties are typically inclusive of all warranty repair services being purchased. In some instances, services may fall outside of the OEM warranty options stated above. In these specific cases, services performed need to be outlined within a statement of work (SOW) and mutually agreed upon by all parties. If so, there will be very specific language around such warranties, travel time, and mileage for any on-site work. However, in our experience SOW-based services are not typically warrantied.
46 Are there any geographic regions of the United State: As mentioned, it depends on the warranty coverage selected. In most cases, and Canada, if applicable) for which you canno warranty support is fulfilled directly by the manufacturer and coverage will vary on a provide a certified technician to perform warranty case-by-case basis. Where Sourcewell members opt to enhance the standard repairs? How will Sourcewell Members in these regions manufacturer warranty, we have access to certified technician resources through in- be provided service for warranty repair? house technicians and strategic local partnerships that cover the United States and Canada. We will work with Sourcewell members to identify the best-value solution.
Response times and SLAs can vary by location. A commitment we make to Members is that they will always know what they are buying and have clear instructions on the coverage and how to activate warranty claims, whether they be on-site, depot repair or mail-back programs, we believe in complete transparency of the service.
47 Will you cover warranty service for items made by In those instances where Sourcewell members choose the standard manufacturer other manufacturers that are part of your proposal, or warranty, the responsibility for warranty services on those items is with the are these warranties issues typically passed on to the manufacturer. To ensure manufacturer warranty expectations are met, CDW•G has original equipment manufacturer? defined escalation processes with our partners to ensure technical support is DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 48 What are your proposed exchange and return programs Should Sourcewell members need an exchange or retum, CDW•G requires a Retum and policies? Merchandise Authorization (RMA) number for all returned merchandise. All products must be returned one hundred percent (100%) complete, including all original boxes, packing materials, manuals, blank warranty cards, and other accessories provided by the manufacturer. All returns should be initiated within 30 days. For retums initiated after 30 days, fees may apply. However, in all instances when CDW-G makes an error, we will cover return costs. Credit is issued the following day after the product is received into our warehouse. Credit form is based on the initial method of payment. Credit card refunds will be issued back to the credit card. Net terms refunds will be placed on the account for the customer to use towards invoices or they can request a check be sent to them. For full information on our retum programs and policies, see CDWs full Product Retum Policy at the following link:
https://webobjects.cdw.com/webobjects/docs/PDFs/Return_Policypdf For all questions, issues, and concerns, Sourcewell members' CDW•G account manager continue to be at the center of the customer service and support expenence. By contacting their account manager to initiate the return process, Sourcewell members will receive individualized support that ensures the best outcome. CDW• account managers and ur customer support teams-facilitate and track all retums. These coworkers deal vith RMAs on a daily basis And when returns cannot be made to CDW. Members il need of advocacy with manufacturers regarding exchanges, retums, or any aspect of their IT investment can count on their CDW•G account manager to advocate for them with the OEM. CD•G also offers Customer Relations service at 866-SVC-4CDW or via email at [email protected] for customers to obtain a Retum Merchandise Authonzation (RMA) before shipping product back to CDW•G. Added to our programs and policies, Sourcewell members can trust that they are receiving the approved OEM warranty with each purchase through CDW-G's secure supply chain. 99% of our products come from authorized sources, with the other 1% customer requested sources. Once products are received at our distribution center they are investigated and tracked according to the return merchandise authorization number assigned to each order. The end user/customer is then notified that receipt has been confirmed. All of CDW•G's shipping and quality processes are based on the ISO 9001:2008 certification standards
49 Describe any service contract options for the items In addition to services included with purchase, Sourcewell members may choose from included in your proposal. a range of service options available through CDW•G (fees may apply), including the for faster resolution and a more personal experience. For Sourcewell members' issue and, if needed, provides an onsite break/fix replacement. If escalation to the manufacturer is needed, CDW•G does that on the members' behalf.
We offer through our strategic partners an extended service/help desk, where a phone number is provided and we can take calls and provide support. This option is useful for Members who may not have a robust IT support program and seek a 3rd party solution.
We offer tech support (U.S.-based help) for five years from purchase through We offer CDW Product Protection through Safeware, a fully licensed insurance agency as well as a Third Party Administrator. Services feature extended warranty and service plan solutions, covering many types of hardware products, including Cisco SMARTnet team has 50 specialists with years of experience working with SMARTnet contracts. We have in-depth knowledge of Cisco's internal SMARTnet tools. And CDW-G's exclusive web portal, SMARTtracker, will streamline the management of your SMARTnet Total Care contracts 24x7x365, not just at renewal time. SMARTtracker is a key strength of our offering that provides value-added benefits when combined with the expertise and support of our SMARTnet Total Care Specialist Team.
Software hosted in our cloud through a subscription. This productivity enhancing tool is an advanced and user-friendly SAM solution that empowers customers to reduce their licensing expenditure while mitigating the various compliance risks associated with the administration of software agreements.
Payment Terms and Financing Options
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50 What are your payment terms (e.g., net 10, net 30)? CDW-G's standard payment terms are net 30 days from the date the invoice is issued.
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 51 Do you provide leasing or financing options, especially those Yes, Members have access to a diverse portfolio of financial companies that options that schools and govemmental entities may need to use can help them secure the leasing terms that best fit their specific needs and in order to make certain acquisitions? budget requirements. CDW-G offers 16 premier and preferred leasing partners, including Arrow Capital Solutions, Cisco Capital, Dell Financial Services, HP Financial Services, and VAR Technology Finance. While we always view our deep set of options as a boon to our customers, we also understand our customers and their IT departments might have better things to do than evaluate multiple leasing constructs to select the right one.
CDW•G's approach to leasing and financing solutions mirrors our approach to technology solutions in this way: listen, advise, assist, and present the best options. For example: Apple Financial Services almost always makes sense for Apple products. Our account managers, as the trusted first point of contact, work with members to identify those options. This collaborative process includes the following specific steps: 1. An initial discovery session to understand member goals, requirements, and budget 2. An assessment review of members existing environment and definition of project requirements 3. Detailed vendor evaluations, recommendations, future design, and proof of concept 4. Procurement, configuration, and deployment of the final solution Our diverse portfolio offers Sourcewell members the option to lease virtually any IT product at favorable rates and terms. These options can be available on a per-deal-basis, or in many cases, as a primary billing option. If a member has a preferred leasing company that is not currently one of our 16 partners, the account manager can work to set that partner up. For example, we have partnered with National Cooperative Leasing (NCL) by onboarding them as a leasing option for our Sourcewell members and continue to develop this partnership. We have begun the plans of putting together a Leasing Planning Meeting between NCL and the CDW•G Leasing Team to build out a collective strategy for our customers asking for leasing in relation to this Sourcewell agreement. Sourcewell members will also receive a value-added resource in CDW•G's Financial Solutions Team. This is an internal team of unbiased financing experts that work in conjunction with the account manager to align payment options with the Member's financial goals. For example, we know a recent trend for our education and government customers is to adopt mobile devices for their employees and students. However, recent research suggests IT managers believe they spend too much money and time managing devices, including ones that go unused when an end user transfers out of the agency. Our team can recommend an innovative solution for these customers through device-as-a-service (DaaS). While not a traditional leasing or financing option, DaaS satisfies many of those objectives, and includes warranty support, device management, real-time monitoring, and at the end of the lifecycle the devices will be available for reuse or recycling. Less knowledgeable, specialized resources may not consider an option such as this, or-shudder-even be aware it is an option.
52 Briefly describe your proposed order process. Include enough Sourcewell's 50,000 members are a diverse bunch and should be able to detail to support your ability to report quarterly sales to procure IT in the way that suits them individually. As part of the CDW Sourcewell as described in the Contract template. For example, Experience, we strive to make this possible. Members can place an order indicate whether your dealer network is included in your through the custom premium contract page we set up unique to each response and whether each dealer (or some other entity) will Member organization; Members can place an order through their account process the Sourcewell Members' purchase orders. center feature at www.cdwg.com; or, because we know IT can get a little complex at times and it may seem we have a bajillion options, Members can pick up the phone and dial their dedicated account manager, who is always happy to chat and place an order that way. There are benefits to each method. For example, in Members' premium page, they will see the contract price in real-time as it takes into account market discounts and other factors. For online ordering, we can set up a demonstration to make sure that Members are familiar with the functions and benefits of their customized system. By placing a phone call, Members can bounce their needs, wish lists, concerns, or heck, even ideas for a home improvement project off their dedicated account manager trained in CDW-G's products and services.
Once the order is placed through any of the above methods, it goes through a number of quality control steps to ensure what's received is what was ordered.
First, the order is reviewed for accuracy by Members' CDW•G account team. Once confirmed, it is sent to our Credit Department for approval and credit-release. The member will receive immediate confirmation via email. In addition, real-time order status information is available 24 hours a day on Members' CDW•G Account Center. The order status feature enables Sourcewell members to sort orders by status: open, completed, backordered, and cancelled.
After the order is credit-released, it is sent to the Purchasing Department to have the product pulled from stock, or, if the Member has a Staging Agreement or planned roll-out, it comes from the Members' dedicated inventory. Members benefit from the fact that CDW•G has two strategically- DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 located distribution centers that hold $220M of inventory, on average. At any given time, we maintain 1-4 weeks of stock supply ensuring items are consistently in stock for rapid deployment.
CDW-G's distribution centers are designed for continuous commitment to accuracy, quality, and speed. Each step in the product movement process is verified with a barcode scan, from receiving through shipping. We ship 40,000 to 50,000 boxes per day depending on the time of year. Our facilities have multiple levels of storage, miles of high-speed conveyors and sorters, UPC bar code scanning, product serial number capture, and--well, so this is one of those times where things in the technology procurement process get a little complex. Should we just leave it at our shipment accuracy rounds up to 100%? Or, we invite you to take our nifty virtual tour:
https://www.cdw.com/webcontent/hubs/services/CDW_DistributionOverview_g.html As one of the largest direct marketing resellers in the U.S., CDW•G has positioned itself very closely with the major shipping companies and other delivery service companies to provide standard or expedited product delivery. Due to the extensive carrier worldwide service capabilities, excellent record for on-time delivery, and competitive pricing, we ship the majority of our products via UPS or FedEx. Both companies have onsite employees at our distribution centers, individuals with a track record of supporting CDW•G with sophisticated capabilities to leverage their intermodal transport options We also have contracts with truck load (TL) and less than truckload (LTL) carriers for large orders and heavy products.
For orders using the Sourcewell contract's terms and conditions, the Sourcewell contract is identified at the line item level or on the Statement of Work, and this triggers our Contract Editor system (Please see our response to Question 63) to ensure the sale is captured as a contract sale and our internal controls go to work. The Sourcewell Member receives invoice detailing Sourcewell contract has been used and this leads into reporting.
For managing the contract and providing quarterly sales reports, Sourcewell post- award process. Other companies often leave contract management to tr outside of the scope of the RFP erroneously being purchased through this c The reports that our contract management professionals currently generate run the gamut from quarterly sales reports for Sourcewell to highly manual, daily federal reports. We have been sending these for the past 20-some quarters on the current contract, and are available to meet with Sourcewell to review any details and answer questions, as needed. Sourcewell and its members will continue to benefit from CDW-G's exacting, on-time reporting standards.
CDW•G will not be using a dealer network as part of our response. 53 Do you accept the P-card procurement and payment process? If Yes, Sourcewell members can use P-cards in both Procurement and non- so, is there any additional cost to Sourcewell Members for using Procurement orders. There is no additional cost for using this process. this process? However, Members who opt for payment terms (eg. Net 30) are not then allowed to settle terms by invoice with a P-card. As an added capability at no additional cost, CDW•G is capable of providing level 3 information on P- Cards for Visa, MasterCard or American Express. This service provides line item detail remittance of the transaction on member cardholders' statements.
Level 3 allows the member agency to track expenses and to ensure that the products purchased on its card were in fact legitimate purchases.
Pricing and Delivery
rovide detailed pricing information in the questions that follow below. Keep in mind that reasonable price and product adjustments can be made during th erm of an awarded Contract as desribed in the RFP, the template Contract, and the Sourcewell Price and Product Change Request Form Line Response •
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DocuSign Envelope ID: FA12C758-3EF4-45F3-B0DF-724674D71270 54 escribe your pricing model (e.g.,line-item line-item discounts or product-cal To ensure Sourcewell Members can easily procure technology products anc naterials (if applicable) in the document upload section of your res services at competitive discounts, CDW-G offers pricing in the same simplified model that Sourcewell members are familiar with on the current contract: Percentage discount off CDW•G Nationally Advertised Price (Advertised) for technology products and services categories, available at www.cdwg.com We believe the best solutions are simple to price, simple to sell, and simple to implement. Though Sourcewell members will be able to choose from over 100,000-strong technology product catalog, CDW•G makes understanding the discount and pricing Members will receive simplified by organizing our diverse catalog into 25 commonly recognized item categories:
Accessories, Power, Cooling & Racks, Desktop Computers, Data Storage/Drives, Enterprise Storage, Point of Sale/Data Capture, Servers & Server Management, Notebook/Mobile Devices, NetComm Products, Carts and Fumiture, Printing & Document Scanning, Services (Partner Delivered), Software, Collaboration Hardware, Video & Audio, Cables, Warranties- Product Protection, Video Hardware, Interactive Whiteboards, Interactive Flat Panel Display, Chromebooks, Google Chrome Management SaaS, Apple products, and Amazon Web Services. Special pricing and extra discounts we have secured through our close OEM partnerships are reflected in the percentage discounts calculated off Advertised. CDW•G publishes, maintains, and provides access to Advertised at www.cdwg.com as we do for other large-scale contracts and all of the open market business we transact. While we've seen some public sector customers prefer to use a discount off MSRP (Manufacturer's Suggested Retail Pricelists), the unique cost- savings Sourcewell members have come to expect from the current contract cannot be realized on the next contract with that type of structure. Using Advertised allows members to realize greater cost-savings due to a better dynamic price baseline driven by current market conditions and pricing trends. In general, there is a downward trend in IT hardware and software cost over time, and CDW-G's Advertised is benchmarked against current market demand as well as live pricing on our competitor's websites; it is then adjusted to remain competitive in the marketplace. One of the benefits of using CDW•G's Advertised is that it is available 24/, and Sourcewell members can feel confident that pricing is both up-to-date and competitive, rather than a static number that does not accurately reflect the true market.
A well-recognized example of volatility is when a new iPhone releases for $699 and the one bought just yesterday suddenly drops in value from $399 * to $99. A number of unique factors contribute to CDW•G's ability in setting a competitive price point:
Volume CDW•G processes one order transaction nearly every three seconds. This volume makes us the largest multi-brand IT provider, giving members the broadest look at market trends - especially pricing. We know quickly when our pricing needs to be adjusted to remain competitive, and CDW•G's staff of pricing specialists and Product Management teams adjust accordingly.
Sales Data Our sales systems show ordering trends by product, indicating slo evaluate our prices.
Supplier Relationship CDW-G's strong supplier relationships provide aggressive pricing and forward-looking analysis. Our relationships with multiple providers give us a real-time look at 'alternate path' pricing.
CDW-G's Advertised tracks and adjusts the prices on a large set of products on a weekly basis
me competive pricing for purchases over the life of the agreement. A f the products we expect Sourcell to consider as part of this offer ca 55 Quantify the pricing discount represented by the pricing propos: CDW•G: 0% to 13% Discount off Advertised Price CDW Canada: 0% to this response. For example, if the pricing in your respons 7.75% Discount off Advertised Price represents a percentage discount from MSRP or list, state th percentage or percentage range
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 56 Describe any quantity or volume discounts or rebate programs Sourcewell prices and percentage off discounts listed in our proposal are the that you offer. ceiling price at QTY 1. It is our experience, both on the Sourcewell contract and across the broader scope of our business, that few purchases are made for QTY 1 and that often we can share additional discounts with customers through our close relationships with key OEMs. On the current contract, we advocated for Sourcewell members and secured volume discounts on a number of OEMs, including HP and Nutanix. By purchasing in volume or as part of a larger project, approximately 20% of Members enjoyed discounts between 10-20% below the contract ceiling price throughout 2018. Additionally, CDW•G maintains our two distribution facilities with over one million square feet of inventory space available. While our competition tries to paint these facilities as an unnecessary expense, they miss out on one of the key benefits of our model. CDW•G can regularly take action on strategic buy-in programs offered by distributors and OEMs as they feel pressure of product accumulating in their supply chain or need to attain a certain sales threshold for a financial milestone, such as their end-of- quarter or fiscal year. When these opportunities arise, CDW•G has adequate space available to buy in hundreds of units at a reduced cost and we choose to blend that cost with the general inventory, driving down prices for Sourcewell members in the process. And let us say the ways and means of discount/rebate programs offered from competing vendors on this contract will certainly all sound appealing. But take note that without a team dedicated to tracking and managing purchases, and applying those special discounts appropriately, any resulting oversights will be as inexcusable as letting a puck slip through the five-hole. As part of the CDW Experience, we have a team of program management professionals, including a contract manager and contract analyst dedicated to Sourcewell, who ensure that Sourcewell members receive all program benefits. 57 Propose a method of facilitating "sourced" products or relate Due to our routine partner reviews, we rarely run into having to onboard services, which may be referred to as "open market" items or new vendors or products for specific requests. When we do, our scrupulous "nonstandard options". For example, you may supply such items process ensures that new partners work with us in delivering the CDW "at cost" or "at cost plus a percentage," or you may supply a Experience. This process features collaboration with customers, sales teams, quote for each such request. distribution coworkers, internal analysts, Product and Partner Management teams, and our legal department. Again, this is one of those components of technology procurement that is extremely complex behind the curtain, but for Sourcewell members the benefit of working with CDW•G is simple:
security. When sourced products or related services are needed, CDW•G can easily facilitate this process for Sourcewell members. In instances where an entirely new product or related service becomes available through our catalog, such as when we began selling AWS on the current contract, our Program Management team works with Sourcewell to add it to the contract at a reasonable percentage discount for Members, taking into account relative category discounts already established on the contract.
As for facilitating related services, CDW•G has the resources to develop and deliver services that require nonstandard options, or unique scopes of work, pricing and specific terms. We work with our solution architects and partners to create these project scopes and provide a wide range of services. We then have a team of service contract specialists and service contract negotiators dedicated to drafting, editing, reviewing, and negotiating service contracts to meet the specific needs of our customers. In addition, CDW•G has legal resources to negotiate customer-specific terms and project-specific terms for our customers. The contracts team handles service contracts from initial drafting to full execution of a statement of work, ensuring the Sourcewell members'
experience is streamlined and services can begin in a timely manner. 58 Identify any element of the total cost of acquisition that is NOT All costs to serve Sourcewell members are included in the pricing. Services included in the pricing submitted with your response. This includes are quotes as designed by the Member and may include training or all additional charges associated with a purchase that are not implementation costs, which are included at the time of quote and never directly identified as freight or shipping charges. For example, list 'tacked on' after purchase. costs for items like pre-delivery inspection, installation, set up, mandatory training, or initial inspection. Identify any parties that impose such costs and their relationship to the Proposer. 59 If freight, delivery, or shipping is an additional cost to the Free ground shipping is for the cheapest ground option. For all other Sourcewell Member, describe in detail the complete freight, options, we offer Members a freight difference option. An example of this is shipping, and delivery program. our Discounted Overnight Shipping program. Members can elect a faster delivery method and receive a discount from our standard overnight price equivalent to the standard ground shipping benefit they would have received for the same items. For example, if standard ground freight would have cost $10 and the 2-day air option costs $25, then the Member is asked to pay $15 for 2-day air - the difference In this methodology, the Member retains the benefit of the free ground' consideration.
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 60 Specifically describe freight, shipping, and delivery terms or For Sourcewell members placing orders in Alaska and Hawaii, freight rograms available for Alaska, Hawaii, Canada, or any offshore options are Ground, Express, and Priority, though these options can vary delivery. depending on shipping address. Once an order is entered all available options to that shipping address will be shown. Specific carrier options are UPS, USPS, CEVA, and UPS Freight. Transit Time are Ground 3-5, Express 2-3 Day, Priority 1-2 Day, though these can also vary depending on when the shipments leave on the truck.
For Sourcewell members placing orders in Canada, standard terms for Shipping are: F.O.B. Destination, Freight prepaid, and added. All products are shipped from one of CDW Canada's partners' distribution centers in Toronto, Mississauga, Calgary and Vancouver. CDW Canada partners with numerous distributors including Ingram Micro and Tech Data within Canada to complement our purchasing model. That's why over 95% of all credit approved, in-stock orders are shipped the same day and are received the next business day. In most instances, Sourcewell members can expect purchases to be delivered the next day or within an average of 3 days by standard ground transportation. CDW Canada through distribution partners uses UPS, Purolator, FedEx, and many other freight carriers for larger shipments.
61 Describe any unique distribution and/or delivery methods or While most of our industry is down-sizing and drop-shipping, CDW•G options offered in your proposal. maintains a unique blend of operating our own distribution centers with drop- ship capabilities, where sensible. We have distribution centers in Nevada and Illinois that are a combined 1,000,000 square feet. Though the Illinois center primarily serves the eastern United States and the North Las Vegas center the western U.S., our two distribution center model allows us to ship based on availability and at a historical accuracy of 99.7%. More than 460 distribution coworkers work a 24x5 work schedule and we have the ability to scale up during busy seasons. Our capacity to ship is at 54,000 boxes daily, though our single day record is 37,000 boxes, leaving us plenty of capacity for this growing contract. Our customers appreciate the trickle-down value these distribution centers provide, which also allow us to offer better service on imaging, staging services for large roll-outs, and White Glove Services on the millions of Chromebooks we sell each year. We provided customers, many of them Sourcewell members, over several million Chromebooks in 2018 and performed White Glove Services on upward of 30%. Where customer projects don't require configuration or custom services, our drop-ship capabilities allow us to keep costs down.
As further evidence of the unique level of service we can deliver, CDW-G was selected to be the sole mobile device provider for the 2020 U.S Census, scheduled to deploy nearly 500,000 devices over the life of the contract to United States Census Bureau Headquarters, Census Offices (250+), and selected 2020 Decennial Census employee homes. This year, CDW•G has successfully deployed over 65,000 devices for the project. Due to our capabilities mentioned above, we are currentiy delivering on orders with the same exceptional service with no disruption to our normal business.
Pricing Offered
Comments
c. better than the Proposer typically offers to GPOs, cooperative procurement organizations, or state purchasing departments. *Generally and in aggregate, the pricing to Sourcewell members
is lower than that offered to
other cooperatives or state
purchasing departments
Audit and Administrative Fee
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DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 63 Specifically describe any self-audit process or program that you plan to With respect to CDW-G's compliance strategy, weare unique in employ to verify compliance with your proposed Contract with Sourcewell. how we approach managing and maintaining our contracts. Our This process includes ensuring that Sourcewell Members obtain the proper process begins very early in the sales lifecycle by training our pricing, that the Vendor reports all sales under the Contract each quarter, sales force on the Sourcewell agreement to make sure they are and that the Vendor remits the proper administrative fee to Sourcewell. seiling the right products at the right discounts for Sourcewell members. We can only imagine what a mess it would be for all parties should an uninformed seller transact, say, a 3rd party managed services deal on this Sourcewell agreement.
After a sale has gone through, rather than putting the burden of reporting and compliance checks on the sales teams like other companies, CDW•G dedicates a highly specialized Program Management team led by Mark Ellis and David White for our K-12 Education and State and Local Government contracts. Mark, David, and their team are experts in general contract management, and specialized in the Sourcewell agreement. Mark is very familiar with Sourcewell's unique place in the cooperative contract space, drawing on lessons leamed and historical data dating back to CDW's first contract with Sourcewell in 2004. Mark and his team are tightly integrated into the contract requirements and how compliance matters to the Sourcewell Membership.
The next element of CDW-G's compliance process is a defined self-
audit process. The Program Management team is solely responsible for ensuring that only Sourcewell members are able to access the Sourcewell agreement, utilizing the Sourcewell membership list online at https://www.sourcewell-mn.gov/member-lookup or via regular updates provided to CDW•G from Sourcewell's contract administrator Lindsey Meech.
Additionally, our transparent partnership with the Sourcewell membership team allows our Sourcewell program to be nimble and use real-time information to ensure members have access to the agreement to drive both sales and compliance. The CDW-G Program Management team uses a custom contract management tool called Contract Editor. Only the Program Management team has access to the tool, which streamlines the process and positions us to strictly adhere to the agreement. The Contract Editor tool is a major differentiator for CDW•G. It is a custom-built application that integrates with our intemal tools to manage the following items:
Customer access to contract
Contract pricing
Contract shipping commitments
Contract fee compliance
The tool matches Sourcewell's unique contract code from a data pool of all CDW•G sales. We access this information to ensure our reports are submitted quarterly and on time, just as we've done for nearly 20 quarters on the current contract. For example, during one recent quarter, CDWG reported $187M total sales to a total of 6,123 individual Sourcewell members representing all of the public sector segments, as well as non-profit agencies in all 50 states.
These sales included products and services sourced from 663 individual manufacturing partners. Any vendor hoping to be successful in executing this contract should clearly demonstrate the ability to manage a report of this size and scope with all of the necessary detail, cross referenced to Sourcewell's membership database and in compliance with all of the contracts pricing rules.
Before we submit our contract sales report to Sourcewell, the CDW•G Program Management team quality checks the report.
Because we are committed to accuracy, our team goes through the entire report line-by-line to ensure membership access to the agreement, which confirms only Sourcewell members are accessing the agreement, providing any data we need to follow up on something that doesn't look right. During the recent quarter, a total of 226,639 individual notebook computers were sold during that three-month period-the report consisted of 83,000 lines, each representing an individual transaction. Good thing we hire only the biggest contract nerds out there
This thorough review also ensures pricing is sold at or below the agreed upon contract price, the proper administrative fee is remitted to Sourcewell, and confims all of the available value-adds we've negotiated for Sourcewell members, such as free freight on orders using the cheapest ground shipping options.
After we've submitted the report, we meet with Sourcewell to review the pricing and reporting to discuss any price discrepancies or numbers that look amiss to ensure we are meeting all of I Sourcewell's reauirements.
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 64 Identify a proposed administrative fee that you will pay to Sourcewell for CDW•G is proposing the same general administrative fee which led facilitating, managing, and promoting the Sourcewell Contract in the event to more than $2,500,000,000 in sales over the term of the current that you are awarded a Contract This fee is typically calculated as a contract: 1.00% At CDW•G, we think simplicity and continuity is a percentage of Vendors sales under the Contract or as a per-unit fee; it good thing. Sourcewell and CDW-G both expenenced record growth s not a line-item addition to the Member's cost of goods. (See the RFF on the current contract at this administrative fee, and we expect and template Contract for additional details.) even greater results on the next contract as our partnership grows (please see Question 9 for our expectations). For select product categories in our offer, to best meet Sourcewell member needs we propose these fees:
Software: 0.25%
Chromebooks: 0.00%
Google Chrome Management SaaS: 0.25%
Amazon Web Services: 0.25% To best serve Sourcewell's grow
1.50% For select product categories in our offer, to best meet Sourc Desktop Computers: 1.00%
Notebook/Mobile Devices: 1.00%
Chromebooks: 0.00%
Google Chrome Management SaaS: 0.00%
Amazon Web Services: 0.00%
Microsoft Azure. 0.00%
Apple: 1.00% We are confident in our fee structure due to our track record of success, and a mutual understanding between CDW•G and Sourcewell that the highest fees don't lead to the highest growth. CDW•G has alternate cooperative contracts in our hold numerous cooperatives-yet our sellers consistently choose Sourcewell because of its unique advantages: member focus, flexibility, and fair administration fees
Industry Specific Questions
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65 so dispine to a tem. A represental sample of item metic at along ad be good indicators for a successful partnership are the following:
Customer Utilization ("spend" - breaking down by segment: State & Local Government, K-12 Education, Higher Education, Federal Govemment)
New members brought into contract
# of opportunities
Repeat customers
we can track many, many more internal metrics than this.
And to make certain the internal metrics we track match up with Sourcewell's vision for uccess for tend to meet upon award to set mutualy agreed upon metricsike 66 escribe your capability to report Sourcewell me For Sourcewell members concerned with the environmental impact of their procurements, w eco- be track industry-recognized data to help them understand their footprint. Sourcewell members ca receive from CDW•G both EPEAT reporting, which is the leading global ecolabel for the IT sector, and Energy Star, a government-backed energy efficiency measure. For these reports we provide quarterly, calendar year, or fiscal year reporting, depending on members' needs Sourcewell members with custom time-frame reporting requests typically are honored as well.
As a value-add to presenting the raw data, upon request CDW•G's Program Management team will save time for members with a summary tab that provides a snapshot of their spend by EPEAT/Energy Star versus all spend, for products we have collected this information on. If Sourcewell members have further specific requests, such as category breakouts in an easy-to Our sales force will
reviews so that members are aware of our green offerings.
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 67 Describe your capability to identify third-party With new environmental legislation being proposed at all levels of goverment, Sourcewell issued eco-labels, ratings or certifications for members require a partner that can help them understand their purchases and remain the equipment or products within your catalog compliant. Eco-labels, ratings, and certifications for solutions in our catalog can be found on related to energy efficiency or conservation, CDW•G's website at www.cdwg.com. CDW•G can also help Sourcewell members in determining life-cycle design (cradle-to-cradle), or other environmentally preferable solutions through a number of ways, including training our sales green/sustainability factors. force on the changing requirements of environmental legislation at all government levels, and offering solutions that meet the evolving standards associated with the Environmentally Preferable Purchasing Program (EPP) and the IEEE Standard for the Environmental Assessment of Personal Computer Products.
68 Describe your strategy related to the Any reseller that believes it has the size, resources, and capabilities to meet the high implementation and management of multiple standards established in recent years on the Sourcewell contract will in all likelihood hold cooperative purchasing contract awards, if multiple cooperative agreements. CDW•G has partnered with multiple coops for 20 years, and applicable. we are proud to say all of our historic partners have grown. Similar to our successful approach in offering competing brands of technology, we have a well-formed group of core coop partnerships that offer different benefits to their membership base. CDW•G does its sincere best to provide clear information to customers and help them in choosing both the right technology as well as the right contract for their needs. By working with CDW•G's Program Management team who are experts on each contract, our account managers are kept up-to-date on contract benefits and requirements, along with any changes to programs, which they pass along to their customers for a complete procurement picture. Each cooperative has a unique Program Manager to avoid any conflict of interest as the team works on marketing plans together. CDW•G's organizational structure supports this contract specialization, ensuring each contract partner receives the individualized attention it deserves and that allows it to grow and be successful. Sourcewell will have two trusted members of CDW•G's Program Management team who handle all reporting, who are experts on Sourcewell's unique benefits and requirements, and are responsive to Sourcewell's needs. Our strategy is not to pit cooperatives—or technology brands for that matter-against each other, but to have individualized growth plans and objectives. After the evaluation committee has read through our proposal, we hope ours for Sourcewell is clear and inviting. Please remember, as Sourcewell's primary IT contract partner on the current Technology Solutions contract, CDW•G has furthered our history of alignment, trust, and accelerated contract adoption. Due to a disciplined organizational strategy, we have collectively grown the Sourcewell contract revenue by 44% over the last 5 years and increased the number of members accessing Sourcewell's CDW-G contract by 23%. Keeping a similar alignment in the future, we expect growth to continue from our ongoing dedication to serving Sourcewell's membership at the highest level.
69 Identify any reseller certifications) (or similar
third-party validation of technical expertise)
that your organization has attained, if any. Apple - Premium Corporate Reseller CDW and Apple have a very successful, established relationship.
Apple's Largest Corporate Channel Partner in the
Apple's only reseller with the designation Premium Corporate Reseller We are an Authorizes cluding mobile device management, carrier activations, and application developmer isco Gold Certified Partner There is no other Cisco Gold Partner in the world that offers CDV Specializations that Cisco offers. The other Cisco Master Specializations are security, collaboration, data center and hybrid cloud, and cloud and managed services. Master Specializations are Cisco's highest and most exclusive level of partner certification. and theater/area awards.
Dell EMC Titanium Black Partner in 2017, Dell EMC named CDW a Titanium Black Partner, a n exemplary commitment to Dell EMC.
CDW is Dell's #1 Partner Worldwide.
CDW is the only channel partner that stocks Dell EMC hardwal DW has dedicated Dell EMC account managers. HPE Platinum Busines CDW has had a partnership with HP/HPE for the past 30 years. CDW is an HPE Platinum Partner and was honored with Hewlett Packard Enterprise's 2016 North America Network DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 (guidance and support. Lenovo
- Largest Global Partner
CDW is Lenovo's largest Global Direct Response Channel Partner. Microsoft Gold Certified Partner CDW is a Microsoft Gold Certified Partner, #1 ranked Licensing Solution Provider (LSP) and ESA (Enterprise Software Advisor). CDW is also a Microsoft Software Asset Surface ADR - Authorized Device Reseller CDW is one of only a handful of Cloud Solution Providers to work with Microsoft. As a testament to our expertise and differentiation, CDW ranks as Microsoft's #1 LSP in the following areas:
Office 365 customers deployed
U.S. Partner in Azure
Open Value Agreement CDW is an authorized Microsoft National Systems Integrator Partner offering award-winning services around all of Microsoft's key solution areas. CDW is one of only a handful of Cloud Solution Providers to work with Microsoft.
At the individual level, CDW•G coworkers hold nearly 6,700 technical certifications, with the highest number for leading OEMs such as Cisco, Microsoft, and Dell EMC. Cisco. CDW has over 1,700 Cisco-certified presales engineers, technical specialists, solution architects, and professional services engineers who are available to provide expert guidance and support.
We hold over 90 Cisco Expert certifications.
CDW has the highly qualified resources to stay current with Cisco technologies and continue to meet the standards for all of our specializations. CDW has almost 1,900 Cisco certified presales engineers, technical specialists, solution architects, and professional services engineers who are available to provide expert guidance and support. Certifications include:
~100 CCIE/CCDE (includes 1 Quintuple, 6 Triple, 16 Double) ~350 Cisco Certified Professionals (CCNP/CCDP/CCSP/CCVP/CCIP) ~650 Cisco Certified Associates (CCNA/CCDA)
~700 Cisco Certified Sales Experts Microsoft. As a testament to our expertise and differentiation, we have approximately 300 Microsoft-focused engineers, technical specialists, presales consultants, and project managers dedicated exclusively to our customers' Microsoft engagements. Our team has completed more than 6,000 Microsoft services engagements and 750 joint Microsoft-CDW engagements to date.
Dell EMC. We have the following certified Dell-EMC engineers at CDW•G ~40 EMC certified technology architects
~10 Dell EMC Enterprise technical pre-sales specialists ~10 Dell EMC client solution specialists
~10 EMC certified cloud architects
1 EMC certified data scientist
~10 EMC certified implementation engineers
One of the reasons we've been so successful in receiving technical certifications and validation from our partners is through organizational investment. CDW employs a dedicated vendor accreditations coordinator (VAC) who takes responsibility for monitoring coworkers' technical and vendor sales certifications in line with our manufacturer partner accreditations. The VAC is part of our Vendor Alliances department, which comprises Vendor Managers for all major hardware manufacturers including HPE/I, Dell, IBM, Lenovo, HDS, Cisco, NetApp, and EMC. We have the highest-level reseller partnerships (Platinum or Gold) with these vendors, which are usually contingent on CDW maintaining minimum numbers of accredited resources at all levels from sales, pre-sales, field and systems engineer to architect. However, we tend to exceed these.
Four CCIEs are required for a company to maintain its Cisco Gold Certified Partner status.
CDW has more than 10x the required number with 63 CCIEs in our company.
Each of the partner vendors has designated an Account Manager and Systems Engineer to CDW, who communicates product developments to our Vendor Managers, as well as the Managers specializing in training and certification guidance for CDW. The Vendor Managers then work with the VAC to identify the staff impacted by the development and make bookings Finally, CDW•G has coworkers that hold various levels of project management related certifications including the following
Certification: American Society for Quality - Certified Six Sigma Green Belt Certification: CCIE
Certification: CCNP/CCDP
Certification: Certified ScrumMaster {CSM)
Certification: Cisco Telepresence PM Certification
Certification: CISSP
Certification: CSM
Certification: CSM (Certified Scrum Master
Certification: ITIL Foundation
Certification: ITIL Foundation
Certification: ITIL Foundation
DocuSign Envelope ID: FA12C758-3EF4-45F3-BODF-724674D71270 Certification: TIL Foundation, MBA
Certification: ITIL Practitioner
Certification: ITIL Service Operation
Certification: Lean Six Sigma Black Belt
Certification: haster Cente in Project Managemer
Certification: Master of Science in Project Managemer
Certification: MBA
Certification: MCSE
Certification: PMI CAPM
Certification: PMI PgMP
Certification: PMI PMP
Certification: PMI-RMP
Certification: Project +
Certification: Six Sigma Yellow Belt
Certification: Six Sigma Black Bel
Certification: Six Sigma DMAIC Green Bel
70 ımmarize your current approach to serving Sou Currently, we serve Members in each vertical with a specialized sales team dedicated - profit and plans to grow utilization of your similarly situated accounts (government, education, or not-for-profit) to promote familiarity w anding pages on cdwg.com and publishing magazines for each vertical, such a ww.EdTechMagazine.com to give focus to the discreet issues facing Members which might t solved by technology. This platform has been a valuable resource for feedback to CDW•G from the community we serve; though we obviously need to feature some advertisement to fund the investment, we try to keep that activity to a minimum to showcase the message of solutions in the forefront
We intend to continue our sales team segmentation approach to serving Members because us closer to the customer, increases understanding of their unique challenges and amplifies Additionally, CDW•G is experiencing a transformation from a VAR into a solutions provider including robust services to compliment the products we have traditionally sold and enable better outcomes through a completely implemented and supported solution. Our logistics capabilities remain top-notch and we do not intend to cede any ground to the competition on our unmatched reputation for smooth transactions and reliable delivery. We are building atop that foundation with the same intense focus on bringing exceptional value, reliability and customer-focus to the service portfolio as it expands. Engineering talent will continue to mostly be arranged by technology-a wireless network requires deep understanding of the nuances of the connectivity and access point specifications for number of users, area served, materials used in the building-less knowledge about the customer segment. Our design specialists are trained to surface segment specific considerations, while the engineers maintain their expertise in the technology itself.
Specific to the growth of Sourcewell, CDW-G will continue to work closely with Sourcewell to present the Sourcewell contract to new Members as an alterative to going through a time and resource-consuming RFP process. As demonstrated in the past, CDW•G can customize the Sourcewell agreement to meet the unique needs of each customer vertical. For example we onboarded AWS with customer specific terms and conditions for K-12 Education. And we will work with Sourcewell to identify low-spend CDW-G customers that have successfully adopted other Sourcewell contracts. We've begun efforts like this before, and feel we have a good blueprint for CDW•G to build a plan with Sourcewell and leverage other Sourcewell contract partners, such as Grainger, to increase the number of members accessing the technology contract. CDW•G will reciprocate efforts with any non-competing Sourcewell contract partner to maximize Sourcewell's overall contract adoption, regardless of commodity.
Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourceweil have been incorporated into the contract text.
DocuSign Envelope ID: FA12C758-3EF4-45F3-B0DF-724674D71270 Documents
Ensure your submission documents) 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 documents) 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 documents) cannot be opened and viewed by Sourcewell. . 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 contair ore than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to tł Marketing Plan category save the document as Marketing Plan." • Financial Strength and Stability - Financial Strength and Stability. zip - Tuesday August 13, 2019 07:37:56 • Marketing Plan/Samples - Marketing Plan Samples.zip - Tuesday August 13, 2019 07:38:08 • WMBE/MBE/SBE or Related Certificates - WMBEMBSBE or Related Certificates_ CDW QNA Letter.pdf - Tuesday August 13, 2019 07:38:18 • Warranty Information - Warranty Information.zip - Tuesday August 13, 2019 07:38:32 • Pricing - Pricing.zip - Tuesday August 13, 2019 10:00:57 • Supplemental Pricing Documentation (if needed) - Supplemental Pricing Documentation.zip - Tuesday August 13, 2019 10:10:00 • Additional Document - Additional Documentation.zip - Tuesday August 13, 2019 11:47:45 DocuSign Envelope ID: FA12C758-3EF4-45F3-B0DF-724674D71270 Proposers Assurance of Comp
PROPOSER ASSURANCE OF COMPLIANCE
PROPOSER'S AFFIDAVIT
The undersigned, authorized representative of the entity submitting the foregoing proposal (the "Proposer"), swears that the following statements are true to the best of his or her knowledge.
1. The Proposer is submitting its proposal under its true and correct name, the Proposer has been properly originated and legally exists in good standing in its state of residence, the Proposer possesses, or will possess before delivering any products and related services, all applicable licenses necessary for such delivery to Sourcewell member agencies. The undersigned affims that he or she is authorized to act on behalf of, and to legally bind the Proposer to the terms in this Contract.
2. The Proposer, or any person representing the Proposer, has not directly or indirectly entered into any agreement or arrangement with any other vendor or supplier, any official or employee of Sourcewell, or any person, firm, or corporation under contract with Sourcewell, in an effort to influence the pricing, terms, or conditions relating to this RFP in any way that adversely affects the free and open competition for a Contract award under this RFP.
3. The contents of the Proposer's proposal have not been communicated by the Proposer or its employees or agents to any person not an employee or agent of the Proposer and will not be communicated to any such persons prior to the official opening of the proposals.
4. The Proposer has examined and understands the terms, conditions, scope, contract opportunity, specifications request, and other documents in this solicitation and affirms that any and all exceptions have been noted and included with the Proposer's Proposal. . The Proposer will, if awarded a Contract, provide to Sourcewell Members the /products and services in accordance with the terms, conditions, an cope of this RFP, with the Proposer-offered specifications, and with the other documents in this solicitation
6. The Proposer agrees to deliver 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.
7. The Proposer will comply with all applicable provisions of federal, state, and local laws, regulations, rules, and orders.
8. The Proposer understands that Sourcewell will reject RFP proposals that are marked "confidential" (or "nonpublic," etc.), either substantially or in their entirety. Under Minnesota Statute §13.591, Subd. 4, all proposals are considered nonpublic data until the evaluation is complete and a Contract is awarded. At that point, proposals generally become public data. Minnesota Statute §13.37 permits only certain narrowly defined data to be considered a "trade secret," and thus nonpublic data under Minnesota's Data Practices Act.
The Proposer understands that it is the Proposer's duty to protect information that it considers nonpublic, and it agrees to defend and indemnify Sourcewell for reasonable measures that Sourcewell takes to uphold such a data designation.
Fr By checking this box l 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 enforceabilty 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. - Robert Kirby, President, CDW Government LLC
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.
DocuSign Envelope ID: AEDECB71-DB3E-4A49-9A3B-2200553AF707 AMENDMENT #1
TO
SOURCEWELL CONTRACT #081419-CDW
This Amendment is by and between Sourcewell (Sourcewell) and CW Government LLC (Vendor). Sourcewell and Vendor will be collectively known hereinafter as "Parties." Vendor was awarded a Sourcewell Contract for Technology Catalog Solutions effective December 1, 2019, relating to the provision of services by Vendor and to Sourcewell and its Members.
The parties agree that certain terms within the Agreement shall be updated and amended and only to the extent as hereunder provided.
In consideration of the mutual covenants and agreements described in this Amendment, the parties agree as follows:
1. This Amendment is effective upon the date of the last signature below.
2. Article 8 B. Administrative Fee is amended to add, "Upon written request of Vendor, Sourcewell will consider a reduction in Administrative Fees. The following Administrative Fee Reductions are approved through this amendment and remain in effect through the term of this Contract:
Approved Administrative Fee Reduction
Affected Member: Through the Term of this Contract:
National Sheriff's Association, Alexandria, Virginia 0.25% State of Ohio Department Administrative Services 0.25%
Suffolk County Community College, New York 0.25%
Mansfield, Texas Independent School District 0.50%
All Florida State Universities Statewide 0.50%
University of Idaho 0.50%
All K-12 and HED in New York State 0.50%
University of Oregon 0.50%
All Oklahoma State Universities Statewide 0.50%
Tarrant County College District, Texas 0.50%
University of Maryland 0.50%
Notwithstanding the above, for all Sourcewell members, the Administrative Fee for Software shall be 0.25% and there shall be no fee for Chromebook hardware and Google Chrome License.
DocuSign Envelope ID: AEDECB71-DB3E-4A49-9A3B-2200553AF707 The Agreement and any previous amendments are incorporated into this Amendment by reference.
Except as amended by this Amendment, the Agreement remains in full force and effect.
Sourcewell CDW Government LLC
- Docusigned by: - Docusigned by:
By: Jeremy Schwarts By: Robert I kinky
Autho._COFD2A139D06489.. Autho...78E3F6B217810...
Jeremy Schwartz Robert F Kirby
Name - Printed Name - Printed
Title: Director of Operations & Procurement/CPO Title: President, CDW Government LLC Date: 2/25/2020 | 8:56 PM CST Date: 2/25/2020 | 11:27 AM CST APPROVED:
- DocuSigned by:
By: Chad Coanette
Autho..7E42B85817A64CC...
Chad Coauette
Name - Printed
Title: Executive Director/CEO
Date: 2/25/2020 | 9:00 PM CST
DocuSign Envelope ID: B642B1A7-46FD-48EB-B052-E14F2FBDB0C1 Sourcewell 2
CONTRACT EXTENSION
Contract Number: #081419-CDW
Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and CDW Government LLC (Vendor), 230 N. Milwaukee Ave., Vernon Hills, IL 60061 have entered into Contract #081419-CDW for the procurement of Technology Catalog Solutions. The Contract has an expiration date of October 30, 2023, but the parties may extend the Contract by mutual consent.
Sourcewell and Vendor acknowledge that extending the Contract benefits the Vendor, Sourcewell and Sourcewell's Members. Vendor and Sourcewell agree to extend the Contract listed above for an additional period, with a new Contract expiration date of October 30, 2024.
All other terms and conditions of the Contract remain in full force and effect.
Sourcewell CDW Government LLC
• DocuSigned by: - DocuSigned by:
Jeremy Schwarts David Hutchins
By: - COFD2A139D06489. By: -SCF4A8C1BBA446C...
Jeremy Schwartz David Hutchins
Title: Chief Procurement Officer Title: Vice president, Strategic Programs 11/15/2022 | 3:27 PM CST 11/16/2022 | 2:44 PM CST
Date: Date:
Rev. 7/2022 1
www.cdwg.com/sourcewell
CDW-G Contract 081419
Category Brands CDW Discounts
effective 12/1/2019
Accessories (A) All Brands Excluding Apple
Power, Cooling & Racks (B) All Brands Excluding Apple
Desktop Computers (C) All Brands Excluding Apple
Data Storage/Drives (D) All Brands Excluding Apple
Enterprise Storage (E) All Brands Excluding Apple
Point of Sale/Data Capture (F) All Brands Excluding Apple Servers & Server Management (H) All Brands Excluding Apple Notebook/Mobile Devices (L) All Brands Excluding Apple
NetComm Products (N) All Brands Excluding Apple
Carts and Furniture (O) All Brands Excluding Apple
Printing & Document Scanning (P) All Brands Excluding Apple Services (Partner Delivered) (Q) All Brands Excluding Apple Software (S) All Brands Excluding Apple
T Collaboration Hardware (T) All Brands Excluding Apple V Video & Audio (V) All Brands Excluding Apple
W Cables (W) All Brands Excluding Apple
Q/WA Warranties-Product Protection (WA) All Brands Excluding Apple T/PB Video Hardware (PB) All Brands Excluding Apple
V/IW Interactive Whiteboards (IW) All Brands Excluding Apple VNT Interactive Flat Panel Display (VT) All Brands Excluding Apple L/NB/CBK Chromebooks (CBK) All Brands Excluding Apple
S/NU/GCH Google Chrome Management SaaS (GCH) All Brands Excluding Apple All All Categories Apple
Amazon Web Services (AWS) Amazon
All Other All Other Categories All Brands
2020-2021 CDW-G Professional Services Hourly Rates
Sourcewell Contract 081419-CDW
This Rate Sheet is intended to provide a baseline for pricing CDW Professional Services.
Role/Description Hourly Rate (Maximum)
Associate Consulting Engineer $175
Consulting Engineer $215
Senior Consulting Engineer $225
Technical Lead/Principal Consulting Engineer $255
Enterprise Consulting Architect $255
Business Consulting Analyst $245
Project Administrator $165
Project Manager $210
Senior Project Manager $215
Enterprise Project Manager, $230
PMO Lead
Program Manager $230
Technical Architect $350
Effective August 7, 2020