LPA Contract - Freshworks Software
Contract ID SLP-24-70-0025X
DGS - Statewide Procurement
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
ox Saing Gornwell 4/24/2024
City Attorney Date
ACCOUNT DATA:
M. VENUS RODRIGUEZ
BY:
Verified by Finance Officer
LPA Contract Details
Contract ID SLP-24-70-0025X
Contract Type Acquisition Type Status
Software License Program IT Goods Active
Description Supplier Name
Freshworks Software CDW GOVERNMENT LLC
Supplier ID Begin Date Expire Date
0000000218 04/03/2024 03/15/2027
Contract Administrator
Buyer Email
Lillian Jue [email protected]
Department Phone
DGS - Statewide Procurement
1-2 of 2
Categories
UNSPSC UNSPSC Description
43231500 Business function specific software
81112200 Computer services - Software maintenance & support 1-2 of 2
Attachments
Attachment File
SLP-24-70-0025X_MASCOV.docx
SLP_Price_List_Final_(4)_(1).xlsx
https://caleprocure.ca.gov/PSRelay/ZZ_PO.ZZ_CTR_SUP_CMP.GBL? Page=ZZ_CTR_SUP_PG&Action=U&SETID=STATE&CNTRCT_ID=SLP-24-70-0025X Procurement Division
DGS CHENERAL SERVIC
GENERAL SERVICES 707 Third Street, 2nd Floor, MS #2-202 West Sacramento, CA 95605-2811
State of California
SOFTWARE LICENSING PROGRAM (SLP) AGREEMENT
soffwarelicensingprogram
Contractor: CDW Government LLC
Contract Number: SLP-24-70-0025X
SLP Contract Term: 03/29/2024 through 03/15/2027
Contract Base: Freshworks Inc Offer Number FRESHWORKS-SLP-2024 This contract is available for use by State of California departments and any city, county, special district, educational agency, local government body or corporation empowered to expend public funds. While the state makes this contract available, each local agency should make its own determination whether the SLP is consistent with their procurement policies and regulations.
The SLP Contractor is required to provide all SLP contract terms and conditions with the list of products, services and prices.
Terms and conditions listed below are hereby incorporated by reference and made a part of this SLP Agreement as if attached herein and shall apply to the purchase of goods or services made under this Participating Agreement. Contractor non-compliance with the requirements of this contract may result in contract termination.
By signing below, Contractor agrees to the General Provisions dated June 21, 2022, SaaS Cloud Computing Services Special Provisions dated March 15, 2018 and all other provisions included herein.
1) General Provisions - Information Technology (GSPD-401IT) effective 6/21/22 Cloud Computing Services Special Provisions (Software as a Service) effective 3/15/2018
3) General Provisions - Information Technology Cloud Computing Software as a Service (SaaS) effective 6/21/22
For State of CA: For Contractor:
Original Signature on File Original Signature on File
Stephanne Lim Signature
Manager
Multiple Award Programs Section
Printed Title
Procurement Division
Department of General Services
Printed Name
4/3/2024
Date
Company Name
Date
Procurement Division | State of California | California Government Operations Agency 707 3rd Street, 2ndFloor | West Sacramento, CA 95605 | : 916.375-4400
SOFTWARE LICENSING PROGRAM (SLP)
CDW GOVERNMENT LLC
SLP-24-70-0025X
CONTRACTOR PROVIDES COPY OF • A report is required for each SLP, each THE CONTRACT AND SUPPLEMENTS quarter, even when no new purchase orders are received in the quarter.
The SLP Contractors are required to A separate report is required for each provide the entire contract that consists of SLP agreement. the following: • Each purchase order must be
reported only once in the quarter
• SLP Cover sheet with signatures from identified by the purchase order the DGS Procurement Division Deputy
Director or designee and Contractor. date, regardless of when the services were performed, the
• Ordering instructions.
products were delivered, the invoice
• Std. 204 Payee Data Record. was sent, or the payment was • SLP Contract terms and conditions received.
(General provisions). • Purchase orders from State and local • Software License Agreement pricing. government agencies must be • Supplements, if applicable separated on the report, as shown in the instructions.
CONTRACTOR QUARTERLY REPORTS • Any report that does not follow the SLP Contractors are required to submit required format or excludes required a detailed SLP Business Activity Report information will be deemed incomplete and returned to the SLP contractor for
on a quarterly basis to the SLP Unit.
corrections.
This report shall be e-mailed to the SLP • Taxes and freight must not be included Unit general e-mail: in the report.
• New SLP agreements, renewals, and
[email protected] amendments will be approved only if
the SLP contractor has submitted all
Alternatively, this report can be mailed to: required quarterly reports and incentive fees.
Department of General Services • A quarterly report is required even Procurement Division - SLP Unit
when there is no activity.
Attention: Quarterly Report Processing
707 Third Street, MS #2-202 SLP Quarterly Business Activity Reports West Sacramento, CA 95605 are due in the SLP Unit within two weeks after the end of each quarter as shown
Reports that include paper checks for below:
quarterly incentive fees must be mailed
and shall not be e-mailed. Quarter 1 Jan 1 to Mar 31 Due Apr 15 Quarter 2 Apr 1 to Jun 30 Due Jul 15
For the full instructions on completing and Quarter 3 Jul 1 to Sep 30 Due Oct 15 submitting SLP Quarterly Business Activity Quarter 4 Oct 1 to Dec 31 Due Jan 15 Reports, reference "ATTACHMENT A" of
this agreement.
CONTRACTOR QUARTERLY
Important things to remember regarding INCENTIVE FEES
SLP Quarterly Business Activity Reports:
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SOFTWARE LICENSING PROGRAM (SLP)
CDW GOVERNMENT LLC
SLP-24-70-0025X
All SLP contractors, including certified • Agency purchase order number Small Businesses and Disabled Veteran • State Agency Bill Code Business Enterprises, will be required to • Line item number pay incentive fees for all orders placed by • Unit price local government agencies. See the
• Extended line item price
current incentive fees in the DGS Price
• Invoice total
Book (https://www.dgs.ca.gov/OFS/Price-
Book). State sales tax and/or use tax shall be
itemized separately and added to each
A local government agency is any city, invoice as applicable. The company name county, district, or other local governmental on the SLP contract, purchase order and body, including the California State invoice must match or the State University (CSU) and University of Controller's Office will not approve California (UC) systems, K-12 public payment.
schools and community colleges
empowered to expend public funds. CONTRACTOR OWNERSHIP
INFORMATION
Local incentive fee payments may be
made with a paper check, electronic check CDW Government LLC is a large business or credit card. enterprise.
Contractor may make an electronic check EXECUTIVE ORDER N-6-22 - RUSSIA or credit card payment through the LPA SANCTIONS
Payment Portal
(https://www.dgs.ca.gov/PD/Services/Page On March 4, 2022, Governor Gavin -Content/Procurement-Division-Services- Newsom issued Executive Order N-6-22 List-Folder/Access-LPA-Payment-Portal). (the EO) regarding Economic Sanctions against Russia and Russian entities and
If payment is made with a paper check, the individuals. "Economic Sanctions" refers to check shall be made payable to the sanctions imposed by the U.S. government Department of General Services, SLP Unit, in response to Russia's actions in Ukraine, and must be mailed to the SLP Unit along as well as any sanctions imposed under with the applicable Quarterly Report. state law. The EO directs state agencies to See the provision in this SLP entitled terminate contracts with, and to refrain "Contractor Quarterly Report Process" for from entering any new contracts with, information on when and where to send individuals or entities that are determined these checks and reports. to be a target of Economic Sanctions.
CONTRACTOR INVOICES Accordingly, should the State determine Contractor is a target of Economic
Unless otherwise stipulated, the contractor Sanctions or is conducting prohibited must send their invoices to the department transactions with sanctioned individuals or address set forth in the purchase order. entities, that shall be grounds for Invoices shall be submitted in triplicate and termination of this agreement. The State shall include the following: shall provide Contractor advance written notice of such termination, allowing
• Contract number Contractor at least thirty (30) calendar days BUILDING GREEN BUYING GREEN WORKING GREEN 3
SOFTWARE LICENSING PROGRAM (SLP)
CDW GOVERNMENT LLC
SLP-24-70-0025X
to provide a written response. Termination of software appliance/hardware products shall be at the sole discretion of the State. are currently available under any mandatory Statewide Contract. State
agencies who want to purchase a software
AGENCY NON-COMPLIANCE
appliance/hardware product type, other
than what is available through a
Agency non-compliance with the
mandatory Statewide Contract must submit
requirements of this contract may result in
the loss of delegated purchasing authority an exemption request to the mandatory to use the SLP. Statewide Contract Administrator. For
more information and the required
PLEASE REQUEST A COPY OF ALL justification forms regarding the exemption CONTRACT TERMS AND CONDITIONS process, please refer to the following FROM THE CONTRACTOR, IF NOT website:
PROVIDED INITIALLY. https://www.dgs.ca.gov/PD/Services/Page- Content/Procurement-Division-Services-
AVAILABLE PRODUCTS AND/OR List-Folder/Request-an-IT-Hardware- SERVICES Contract-Exemption. This restriction does
not apply to local governmental agencies.
This contract may provide for the purchase
and warranty of software, software INSTALLATION SERVICES maintenance, technical support, training,
installation, software as a service, and • Installation Services can only be implementation services. purchased when they are in support of software purchased under this SLP
Only products from the manufacturer listed contract.
below are available within the scope of this • Installation Services must not exceed contract: the total cost of the software.
• Freshworks Inc. IMPLEMENTATION SERVICES
UNAVAILABLE PRODUCTS AND/OR Before procuring Implementation Services, SERVICES state departments should conduct an
analysis and use their own due diligence to
The following products and/or services are determine if these services are the most not available under this contract: cost effective solution that meets their business needs and security requirements.
• STANDALONE HARDWARE
• CONSULTING Requirements
• TELECOMMUNICATION PRODUCTS
• CLOUD: IAAS/PAAS • State departments must complete a
Statement of Work (SOW) for all
Notice to State Agencies: Software Implementation services. appliances/hardware products offered
under the Software Publisher's pricelist are • Job titles/categories are limited to those NOT available under the Software identified in the SLP price list.
Licensing Program (SLP) if the same type
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CDW GOVERNMENT LLC
SLP-24-70-0025X
• Hourly rates must not exceed those ISSUE PURCHASE ORDER TO identified in the SLP price list.
Agency purchase orders must be mailed to
• Implementation services can only be the following address, or e-mailed:
purchased when they are in support of
software purchased under the SLP. CDW Government LLC
230 N. Milwaukee Ave.
• Time and Material pricing must not Vernon Hills, IL 60061 exceed the job Title hourly rate times Attn: Nelson Narciso the number of hours to complete the job.
Agencies with questions regarding
NOTE: Implementation Services under products and/or services may contact the this contract must be paid in arrears. contractor as follows:
SOFTWARE MAINTENANCE, Phone: (800) 808-4239
SUBSCRIPTION AND SAAS RENEWALS E-mail: [email protected]
Software Maintenance, Subscription and SHIPPING INSTRUCTIONS SaaS renewals shall be fixed at the
agencies prior applicable rates (or lower), F.O.B. (Free On Board) Destination with a 0% uplift (no up-lift) and no DELIVERY
additional increases, fees or charges
added, for the duration of this SLP
30 days after receipt of order, or as
contract.
negotiated between agency and Contractor
SERVICE CREDITS and included in the purchase order.
Service credits are acceptable only if they AGENCY RESPONSIBILITY meet the following requirements:
Agencies must contact contractors to
• Service credits must be used for obtain copies of the contracts and compare them for a best value purchasing decision.
training, certifications, or support
and must never expire even when Each agency is responsible for its own this contract term ends.
contracting program and purchasing
decisions, including use of the SLP
• Unused service credits can be used
program and associated outcomes.
for other services such as training,
certification, or support. Example: If This responsibility includes, but is not $1,000 is purchased in training necessarily limited to, ensuring the credits but is not fully utilized, the necessity of the services, securing department may use the remainder appropriate funding, complying with laws of unused credits for certifications or
and policies, preparing the purchase order
support. in a manner that safeguards the State's
interests, obtaining required approvals, and
documenting compliance with Government
Code 19130.b (3) for outsourcing services.
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SOFTWARE LICENSING PROGRAM (SLP)
CDW GOVERNMENT LLC
SLP-24-70-0025X
It is the responsibility of each agency to the reasons why the other suppliers consult as applicable with their legal staff solicited did not respond with an offer. and contracting offices for advice • Assess the offers received using best depending upon the scope or complexity of value methodology, with cost as one of the purchase order. the criteria.
• Issue a Purchase Order to the selected
If you do not have legal services available contractor. to you within your agency, the DGS Office • For SLP transactions under $10,000, of Legal Services is available to provide only one offer is required if the State services on a contractual basis. agency can establish and document that the price is fair and reasonable. The fair
ORDER REQUIREMENTS AND
MAXIMUM ORDER LIMIT and reasonable method can only be
used for non-customizable purchases.
• Unless otherwise determined by an Local governments set their own order individual ordering agency purchasing limits, and are not bound by the order limits authority, no SLP order may be on the cover page of this contract. executed by a State agency that
exceeds that agency's purchasing SPLITTING ORDERS
authority threshold. State agencies with
approved purchasing authority, along Splitting orders to avoid any monetary with their dollar thresholds can be limitations is prohibited. obtained at the List of State
Departments with Approved Purchasing Do not circumvent normal procurement Authority. methods by splitting purchases into a
• Agencies must adhere to the detailed series of delegated purchase orders (SAM requirements in the State Contracting 3572).
Manual (SCM) when using SLP
contracts. The requirements for the Splitting a project into small projects to following bullets are in the SCM, Volume avoid either fiscal or procedural controls is 2, (for IT): If soliciting offers from a prohibited (SAM 4819.34). certified DVBE, include the Disabled
Veteran Business Enterprise MINIMUM ORDER LIMITATION
Declarations form (Std. 843) in the
Request for Offer. This declaration There is no minimum dollar value limitation must be completed and returned by the on orders placed under this contract.
DVBE prime contractor and/or any ORDERING PROCEDURES
DVBE subcontractors. (See the SCM
Volume 2, Chapter 1200) 1. Order Form
• This is not a bid transaction, so the
small business preference, DVBE State departments shall use a participation goals, protest language, Contract/Delegation Purchase Order intents to award, evaluation criteria, (Std. 65) for purchases and services. advertising, etc., are not applicable.
• If less than 3 offers are received, State Local governments shall, in lieu of the agencies must document their file with State's Purchase Order (Std. 65), use their own purchase order document.
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SOFTWARE LICENSING PROGRAM (SLP)
CDW GOVERNMENT LLC
SLP-24-70-0025X
Electronic copies of the State Standard The agency is required to complete and Forms can be found at the Office of distribute the order form. For services, State Publishing web site: the agency shall modify the information http://www.dgs.ca.gov/osp(select contained on the order to include the Standard Forms). The site provides service period (start and end date), and information on the various forms and the monthly cost (or other intermittent use with the Adobe Acrobat Reader. cost), and any other information Beyond the Reader capabilities, Adobe pertinent to the services being provided.
Acrobat advanced features may be The cost for each line item should be utilized if you have Adobe Business included in the order, not just system Tools or Adobe Acrobat 4.0 installed on totals.
your computer. Direct link to the
Standard Form 65: The contractor must immediately reject http://www.osp.dgs.ca.gov/pdf/std065.p orders that are not accurate. df) Discrepancies are to be negotiated and
incorporated into the order prior to the
2. Purchase Orders products and services being delivered.
All Ordering Agency purchase order 3. Service and Delivery after Contract documents executed under this SLP Expiration
must contain the applicable SLP
contract number as show on page 1. Purchase orders must be issued before the SLP contract end term expires.
1. State Departments:
Also, purchase order amendments
Std. 65 Purchase Documents - cannot be issued to add product and State departments not transacting software maintenance if the SLP in FI$Cal must use the Purchasing contract end term has expired.
Authority Purchase Order (Std. 65)
for purchase execution. An CONTRACT PRICES
electronic version of the Std. 65 is
available at the DGS-PD website Contract prices for products and/or at http://www.dgs.ca.gov/ services are maximums. The ordering pd/Forms.aspx (select Standard department is encouraged to negotiate STD Forms). lower prices.
FI$Cal Purchase Documents - PRODUCT AND PRICING CHANGES State departments transacting in AND/OR UPDATES ARE NOT FIŞCal will follow the FI$Cal AUTHORIZED UNTIL REVIEWED AND procurement and contracting APPROVED BY DGS PROCUREMENT procedures. DIVISION SOFTWARE LICENSING
PROGRAM.
2. Local Governmental Departments:
Said documents are to be sent to the
Local governmental agencies may Department of General Services (DGS) use their own purchase document Procurement Division, Software Licensing for purchase execution. Program, 707 Third Street, 2nd Floor, West BUILDING GREEN BUYING GREEN WORKING GREEN 7
SOFTWARE LICENSING PROGRAM (SLP)
CDW GOVERNMENT LLC
SLP-24-70-0025X
Sacramento, CA 95605-2811, Attention by the Contractor to each small SLP Unit. business or DVBE
2. The Contractor will provide an ordering
CONTRACT EXTENSIONS department with the following
information at the time the order is
The initial term of this SLP contract is 3
quoted:
years and may be extended for an
additional 2-years, however an amendment a. The Contractor will state that, as the must be issued prior to contract end date. prime Contractor, it shall be NOTE: Extensions are optional and are responsible for the overall execution at the discretion of the state. of the fulfillment of the order.
SMALL BUSINESS MUST BE b. The Contractor will indicate to the CONSIDERED ordering department how the order
meets the small business or DVBE
Prior to placing orders under the SLP, state goal, as follows:
departments shall, whenever practicable,
first consider offers from small businesses
• List the name of each company
that have established SLP contracts [GC that is certified by the Office of Section 14846(b)]. NOTE: The Small Business and DVBE
Department of General Services auditors Certification that it intends to will request substantiation of compliance subcontract a commercially with this requirement when department useful function to; and files are reviewed. • Include the small business or
DVBE certification number of
SMALL BUSINESS/DVBE - TRACKING
each company listed, and attach
State departments are able to claim a copy of each certification; and • Indicate the dollar amount of
subcontracting dollars towards their small
business or DVBE goals whenever the each subcontract with a small Contractor subcontracts a commercially business or DVBE that may be useful function to a certified small business claimed by the ordering or DVBE. The Contractor will provide the department towards the small ordering department with the name of the business or DVBE goal; and small business or DVBE used and the • Indicate what commercially dollar amount the ordering department can useful function the small apply towards its small business or DVBE business or DVBE subcontractor goal. will be providing towards
fulfillment of the order.
SMALL BUSINESS/DVBE -
SUBCONTRACTING 3. The ordering department's purchase
order must be addressed to the prime
1. The amount an ordering department Contractor, and the purchase order can claim towards achieving its small must reference the information provided business or DVBE goals is the dollar by the prime Contractor as outlined amount of the subcontract award made above.
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SOFTWARE LICENSING PROGRAM (SLP)
CDW GOVERNMENT LLC
SLP-24-70-0025X
CERTIFICATION OF PAYMENT Each equipment or software component OPTIONS - Military & Vets Code $$999.5 must be in current operation for a paying and 999.7 (a) (SB588) customer and the paying customer must be external to the contractor's organization
In accordance with the State Contracting not owned by the contractor and not Manual, Volume 2, Section 1203.1, State owning the contractor). departments shall require the Contractor to
submit a complete an accurate Prime To substantiate compliance with the Contractor's Certification - DVBE Productive Use Requirements, the SLP Subcontracting Report (STD. 817) upon contractor must provide upon request the acceptance of ordered goods or services for name and address of a customer which the Contractor committed to DVBE installation and the name and telephone subcontractor participation. number of a contact person.
Upon delivery or completion of ordered
goods or services, State departments shall The elapsed time such equipment or do the following: software must have been in operation is based upon the importance of the
• Provide proper withhold notification to equipment or software for system prime contractors. operation and its cost. The following • Withhold $10,000 or the full amount of designates product categories and the the final invoice if less than $10,000 required period of time for equipment or pending receipt of the complete and software operation prior to approval of the accurate STD 817. replacement item on SLP.
• Review the STD 817. If it is
determined to be complete and Category 1 - Critical Software: Critical accurate, authorize payment of the software is software that is required to withhold. control the overall operation of a computer
• If the STD 817 is late or incomplete, system or peripheral equipment. Included department must send the prime in this category are operating systems, contractor a cure notice allowing at data base management systems, language least 15 days, but not more than 30 interpreters, assemblers and compilers, days, to meet the Certification of communications software, and other Payments to DVBE Subcontractors essential system software. requirements.
• If the prime contractor does not Final Bid
comply by the identified deadline, Cost Installation Submission permanently deduct the withhold. More than
Retain all records for a minimum of six years. $100,000 8 months 6 months $10,000 up to
PRODUCTIVE USE REQUIREMENTS $100,000 4 months 3 months
Less than
The customer in-use requirement applies $10,000 1 month 1 month to all procurements of information
technology equipment and software, per Category 2 - All Information Technology the SCM, Volume 2, Chapter 1000, Section Equipment and Non-Critical Software:
1007. Information technology equipment is
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SOFTWARE LICENSING PROGRAM (SLP)
CDW GOVERNMENT LLC
SLP-24-70-0025X
defined in State Administrative Manual pertains to all the different and unique state (SAM) § 4819.2. processes has been included.
Final Bid TERMINATION OF SLP CONTRACT
Cost Installation Submission
More than 1. The State or Contractor may terminate
$100,000 6 months 4 months this SLP Contract at any time upon 30 $10,000 up days prior notice.
to $100,000 4 months 3 months 2. Upon termination or other expiration of Less than this Contract, each party will assist the
$10,000 1 month 1 month other party in orderly termination of the Contract and the transfer of all assets,
STATE AND LOCAL GOVERNMENTS tangible and intangible, as may CAN USE THE SLP facilitate the orderly, nondisrupted
business continuation of each party.
State and local government use of the SLP 3. This provision shall not relieve the contracts is optional. A local government Contractor of the obligation to perform is any city, county, special district or other under any purchase order or other local governmental body or corporation, similar ordering document executed including UC, K-12 schools and community prior to the termination becoming colleges, effective.
that is empowered to expend public funds. STATEWIDE PROCUREMENT While the state makes this contract REQUIREMENTS
available, each local government agency
should make its own Departments must carefully review and adhere to the following Procurement
determination whether the SLP is Requirements, such as:
consistent with their procurement policies
and regulations. • SAM Section 4819.41 and 4832
certifications for information technology
APPLICABLE CODES, POLICIES AND procurements and compliance with GUIDELINES policies.
• Services may not be paid for in
All California codes, policies and guidelines advance.
are applicable. THE USE OF THE SLP
• Departments are required to file with the
DOES NOT REDUCE OR RELIEVE
STATE DEPARTMENTS OF THEIR Department of Fair Employment and Housing (DFEH) a Contract Award
RESPONSIBILITY TO MEET STATEWIDE
Report Std. 16 for each order over
REQUIREMENTS REGARDING
CONTRACTING OR THE $5,000 within 10 days of award,
PROCUREMENT OF GOODS OR including supplements that exceed $5,000.
SERVICES. Most procurement and
contract codes, policies, and guidelines are • Pursuant to Unemployment Insurance incorporated into The SLP contracts. Code Section 1088.8, state and local Notwithstanding this, there is no guarantee government agencies must report to the that "every" possible requirement that Employment Development Department (EDD) all payments for services that
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SOFTWARE LICENSING PROGRAM (SLP)
CDW GOVERNMENT LLC
SLP-24-70-0025X
equal $600 or more to independent sole of an undisputed invoice, whichever is proprietor contractors. See the later.
contractor's Std. Form 204, Payee Data
Record, in the SLP contract to 2. Advance Payments
determine sole proprietorship. All
inquiries regarding this subject should Advance payment is allowed for be forwarded to EDD: Technical services only under limited, narrowly questions: 916/651-6945 or Information defined circumstances, e.g. between and forms: 916/657-0529. specific departments and certain • Annual small business and disabled types of non-profit organizations, or veteran reports. when paying another government
agency (Government Code (GC) §
ETHNICITY/RACE/GENDER REPORTING 11256 - 11263 and 11019).
REQUIREMENT
It is NOT acceptable to pay in
Effective July 1, 2002, in accordance with advance, except software Public Contract Code 10116, state maintenance and license fees, which departments are to capture information on are considered a subscription and ethnicity, race, and gender of business may be paid in advance if a provision owners (not subcontractors) for all addressing payment in advance is awarded contracts, including CAL-Card included in the purchase order. transactions. Each department is required
to independently report this information to Software warranty upgrades and the Governor and the Legislature on an extensions may also be paid for in annual basis. advance, one time.
Departments are responsible for 3. Payee Data Record (Std. 204) developing their own guidelines and forms
for collecting and reporting this information, State Agencies not transacting in FISCal, must obtain a copy of the
Contractor participation is voluntary. Payee Data Record (Std. 204) in order to process payments. State
PAYMENTS AND INVOICES Ordering Agencies forward a copy of the Std. 204 to their accounting
1. Payment Terms office(s). Without the Std. 204,
payment may be unnecessarily
Payment will be made in accordance delayed. State Agencies should with the provisions of the California contact the Contractor for copies of Prompt Payment Act, Government the Payee Data Record
Code Section 927 et. seq. Unless
expressly exempted by statute, the 4. DGS Administrative Fees Act requires State agencies to pay
properly submitted, undisputed Orders from State Agencies:
invoices not more than 45 days after
(i) the date of acceptance of goods or The Department of General Services performance of services; or (ii) receipt (DGS) will bill each State agency directly an administrative fee for use
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SOFTWARE LICENSING PROGRAM (SLP)
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SLP-24-70-0025X
of SLP contracts. The administrative Faxination no.: 916/376-6371 fee should NOT be included in the
order total, nor remitted before an
invoice is received from DGS.
5. Credit Card
The Contractor accepts the State of
California credit card (CAL-Card).
A Purchasing Authority Purchase
Order (Std. 65) is required even when
the ordering department chooses to
pay the contractor via the CAL-Card.
Also, the DGS administrative fee is
applicable for all SLP orders to
suppliers not California certified as a
small business.
FEDERAL DEBARMENT
When federal funds are being expended,
the department is required to obtain (retain
in file) a signed "Federal Debarment"
certification from the contractor before the
purchase order is issued. This
certification is required by the regulations
implementing Executive Order 12549,
Debarment and Suspension, 29 CFR Part
98, Section 98.510, Participants;
responsibilities. The regulations were
published as Part VII of the May 26, 1988
Federal Register (pages 19160-19211).
AMERICANS WITH DISABILITY ACT
(ADA)
(See attachment B)
DGS PROCUREMENT DIVISION
CONTACT AND PHONE NUMBER
Department of General Services
Procurement Division, SLP Unit
707 Third Street, 2nd Floor
West Sacramento, CA 95605-2811
Phone no.: 916/375-4365
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ATTACHMENT A
SLP QUARTERLY BUSINESS ACTIVITY REPORT
Company Name: Reporting Calendar Year:
Software Publisher:
Reporting Quarter: • Q1 (January to March)
Contract Number: • Q2 (April to June)
For Questions Regarding this Report: • Q3 (July to September) E-mail: • Q4 (October to December)
Check Here if No New Orders for This Quarter
STATE GOVERNMENT AGENCY PURCHASES
State Agency Total Dollars
Purchase Purchase Agency Phone
Name Order Number Per Purchase Agency Contact Agency Address Order Date Billing Code Number
Order
Total State Agency Dollars Reported for Quarter: $
LOCAL GOVERNMENT AGENCY PURCHASES
Local Government Agency Purchase Order Purchase Total Dollars Per Agency Phone Name Number Order Date Purchase Order Contact Agency Address Number Total Local Government Agency Dollars for Quarter: $
1.25% Remitted to DGS (of total Local Govt agency dollars reported for quarter): $ Total of State and Local Government Agency Dollars Reported for this Quarter: $ Updated 1/2024
ATTACHMENT A
SLP QUARTERLY BUSINESS ACTIVITY REPORT
Instructions for completing the SLP Quarterly Business Activity Report.
1. Complete the top of the form with the appropriate information for your company.
2. Agency Name - Identify the State agency or Local Government agency that issued the order.
3. Purchase Order Number - Identify the purchase order number (and amendment number if applicable) on the order form. This is not your invoice number. This is the number the State agency or Local Government agency assigns to the order.
4. Purchase Order Date - Identify the date the purchase order was issued, as shown on the order. This is not the date you received, accepted, or invoiced the order.
5. Agency Billing Code - Identify the State agency billing code. This is a five-digit number identified on the upper right hand corner of the Std. 65 purchase order form.
You must identify this number on all purchases made by State of California agencies.
Billing codes are not applicable to Local Government agencies.
6. Total Dollars Per PO - Identify the total dollars of the order excluding tax and freight.
Tax must NOT be included in the quarterly report, even if the agency includes tax on the purchase order. The total dollars per order should indicate the entire purchase order amount (less tax and freight) regardless of when you invoice order, perform services, deliver product, or receive payment.
7. Agency Contact - Identify the ordering agency's contact person on the purchase order.
8. Agency Address - Identify the ordering agency's address on the purchase order.
9. Phone Number - Identify the phone number for the ordering agency's contact person.
10. Total State Sales & Total Local Sales - Separately identify the total State dollars and/or Local Government agency dollars (pre-tax) for all orders placed in quarter.
11. 1.25% Remitted to DGS - Identify 1.25% of the total Local Government agency dollars reported for the quarter.
12. Grand Total - Identify the total of all State and Local Government agency dollars reported for the quarter.
Notes:
• A report is required for each SLP contract each quarter even when there are no new orders for the quarter.
• Quarterly reports are due two weeks after the end of the quarter.
Procurement Division | State of California | California Government Operations Agency 707 3rd Street, 2ndFloor | West Sacramento, CA 95605 | † 916.375-4400
ATTACHMENT B
ADA NOTICE
Procurement Division (State Department of General Services)
AMERICANS WITH DISABILITIES ACT (ADA) COMPLIANCE
POLICY OF NONDISCRIMINATION ON THE BASIS OF DISABILITY
To meet and carry out compliance with the nondiscrimination requirements of the Americans With Disabilities Act (ADA), it is the policy of the Procurement Division (within the State Department of General Services) to make every effort to ensure that its programs, activities, and services are available to all persons, including persons with disabilities.
For persons with a disability needing a reasonable accommodation to participate in the Procurement process, or for persons having questions regarding reasonable accommodations for the Procurement process, please contact the Procurement Division at (916) 375-4400 (main office); the Procurement Division TTY/TDD (telephone device for the deaf) or California Relay Service numbers which are listed below. You may also contact directly the Procurement Division contact person who is handling this procurement.
IMPORTANT: TO ENSURE THAT WE CAN MEET YOUR NEED, IT IS BEST THAT WE RECEIVE YOUR REQUEST AT LEAST 10 WORKING DAYS
BEFORE THE SCHEDULED EVENT (i.e., MEETING, CONFERENCE,
WORKSHOP, etc.) OR DEADLINE DUE-DATE FOR PROCUREMENT
DOCUMENTS.
The Procurement Division TTY telephone numbers are:
Sacramento Office: (916) 376-1891
Fullerton Office: (714) 773-2093
The California Relay Service Telephone Numbers are:
Voice: 1-800-735-2922 or 1-888-877-5379
TTY: 1-800-735-2929 or 1-888-877-5378
Speech-to-Speech: 1-800-854-7784
Updated 2/06/2018 15
SaaS/Cloud offerings
SKU #
crm exsuite growth USD Yearly
crm cxsuite growth USD Monthly
crm exsuite pro USD Yearly
crm cxsuite pro USD Monthly
crm cxsuite enterprise USD Yearly
crm exsuite enterprise USD Monthly
growth 21 annual
growth 21 monthly
pro 21 annual
pro 21 monthly
enterprise 21 annual
enterprise 21 monthly
crm messaging growth USD Yearly
crm messaging growth USD Monthly
crm messaging pro USD Yearly
crm messaging pro USD Monthly
crm messaging enterprise USD Yearly
crm messaging enterprise USD Monthly
crm contact center growth USD Yearly.
crm contact center growth USD Monthly
crm contact center pro USD Yearly
crm contact center pro USD Monthly
crm contact center enterprise USD Yearly
crm contact center enterprise USD Monthly
starter annual
starter monthly
growth annual
growth monthly
pro annual
pro monthly
enterprise annual
enterprise monthly
sales360 cle growth USD Yearly.
sales360 cc growth USD Monthly
sales360 cle pro USD Yearly
sales360 cle pro USD Monthly
sales360 clc enterprise USD Yearly
sales360 clc enterprise USD Monthly
sales360 sales growth USD Yearly
sales360 sales growth USD Monthly
sales360 sales pro USD Yearly
sales360 sales pro USD Monthly
sales360 sales enterprise USD Yearly
sales360 sales enterprise USD Monthly
sales360 marketing growth USD Yearly
sales360 marketing growth USD Monthly
sales360 marketing pro USD Yearly
sales360 marketing pro USD Monthly
sales360 marketing enterprise USD Yearly
sales360 marketing enterprise USD Monthly
bot session packs annual usd
freddy copilot cxsuite usd yearly
freddy copilot exsuite usd monthly
caller agent growth USD Yearly
caller agent growth USD Monthly
caller agent pro USD Yearly
caller agent pro USD Monthly
caller agent enterprise USD Yearly
caller agent enterprise USD Monthly
exsuite daypass growth usd
cxsuite daypass pro usd
exsuite daypass enterprise usd
sales agent growth USD Yearly
sales agent growth USD Monthly
sales agent pro USD Yearly
sales agent pro USD Monthly
sales agent enterprise USD Yearly
sales agent enterprise USD Monthly
sales360 email contacts pro monthly usd
sales360 email contacts pro monthly usd
sales360 email contacts pro monthly usd
bot session packs revised price annual 21
freddy copilot license annual
freddy copilot license
growth 21
pro 21
enterprise 21
bot session packs annual usd
freddy copilot freshchat usd yearly
freddy copilot freshchat usd monthly
freshchat daypass growth usd
freshchat daypass pro usd
freshchat daypass enterprise usd
freshcaller daypass growth usd
freshcaller daypass pro usd
freshcaller daypass enterprise usd
freddy copilot freshservice usd yearly
freddy copilot freshservice usd monthly
fs orch pack
500 packet v3
saas management
business agents
unlimited packet v3
fr project
connector app tasks freshservice usd annual
sales360 cpq usd
sales360 mur usd
sales360 muv usd
sales360 mur usd
sales360 muv usd
support agent growth usd Yearly.
support agent growth usd Monthly
support agent pro_usd Yearly
support agent pro usd Monthly
support agent enterprise usd Yearly
bot auto recharge pack usd
sales360 cpq usd
sales360 workflow usd
exsuite api 1000 usd
bot auto recharge pack 21
fd pro api 700
fd pro api 1000
fd pro api 2000
fd ent api 1000
fd ent api 2000
api pack v3
hipaa
starter
growth
pro
enterprise
itil modules v3
freshvisuals v3.
sales360 workflow usd
sales360 dedicated ip address usd
Product Description MSRP / List Price GSA Price
Customer Service Suite - Growth - Billed Annually $29.00 N/A Customer Service Suite - Growth - Billed Monthly $35.00 N/A Customer Service Suite - Pro - Billed Annually $69.00 N/A Customer Service Suite - Pro - Billed Monthly $83.00 N/A Customer Service Suite - Enterprise - Billed Annually $109.00 N/A Customer Service Suite - Enterprise - Billed Monthly $131.00 N/A Freshdesk - Growth - Billed Annually $15.00 N/A
Freshdesk - Growth - Billed Monthly $18.00
Freshdesk - Pro - Billed Annually $49.00 N/A
Freshdesk - Pro - Billed Monthly $59.00 N/A
Freshdesk - Enterprise - Billed Annually $79.00 N/A
Freshdesk - Enterprise - Billed Monthly $95.00 N/A
Freshchat - Growth - Billed Annually $19.00 N/A
Freshchat - Growth - Billed Monthly $23.00 N/A
Freshchat - Pro - Billed Annually $49.00 N/A
Freshchat - Pro - Billed Monthly $59.00 N/A
Freshchat - Enterprise - Billed Annually $79.00 N/A
Freshchat - Enterprise - Billed Monthly $95.00 N/A
Freshcaller - Growth - Billed Annually $15.00 N/A
Freshcaller - Growth - Billed Monthly $18.00 N/A
Freshcaller - Pro - Billed Annually $39.00 N/A
Freshcaller - Pro - Billed Monthly $47.00 N/A
Freshcaller - Enterprise - Billed Annually $69.00 N/A
Freshcaller - Enterprise - Billed Monthly $83.00 N/A
Freshservice - Starter - Billed Annually $19.00 N/A
Freshservice - Starter - Billed Monthly $29.00 N/A
Freshservice - Growth - Billed Annually $49.00 N/A
Freshservice - Growth - Billed Monthly $59.00 N/A
Freshservice - Pro - Billed Annually $95.00 N/A
Freshservice - Pro - Billed Monthly $115.00 N/A
Freshservice - Enterprise - Billed Annually $119.00 N/A Freshservice - Enterprise - Billed Monthly $145.00 N/A
Freshsales Suite - Growth - Billed Annually $9.00 N/A
Freshsales Suite - Growth - Billed Monthly $11.00 N/A
Freshsales Suite - Pro - Billed Annually $39.00 N/A
Freshsales Suite - Pro - Billed Monthly $47.00 N/A
Freshsales Suite - Enterprise - Billed Annually $59.00 N/A Freshsales Suite - Enterprise - Billed Monthly $71.00 N/A Freshsales - Growth - Billed Annually $9.00 N/A
Freshsales - Growth - Billed Monthly $11.00 N/A
Freshsales - Pro - Billed Annually $39.00 N/A
Freshsales - Pro - Billed Monthly $47.00 N/A
Freshsales - Enterprise - Billed Annually $59.00 N/A
Freshsales - Enterprise - Billed Monthly $71.00 N/A
Freshmarketer - Growth - Billed Annually $19.00 N/A
Freshmarketer - Growth - Billed Monthly $23.00 N/A
Freshmarketer - Pro - Billed Annually $149.00 N/A
Freshmarketer - Pro - Billed Monthly $179.00 N/A
Freshmarketer - Enterprise - Billed Annually $299.00 N/A Freshmarketer - Enterprise - Billed Monthly $359.00 N/A Freshbots - Per 1,000 sessions pack - ALL Frequency $100.00 N/A Freddy Copilot - Per agent basis - Annually billed (/month) $29.00 N/A Freddy Copilot - Per agent basis - Monthly billed (/month) $35.00 N/A Freshcaller Agent Addon - Growth plan (Per agent basis) - Annually billed (/month) $15.00 N/A Freshcaller Agent Addon - Growth plan (Per agent basis) - Monthly billed (/month) $18.00 N/A Freshcaller Agent Addon - Pro plan (Per agent basis) - Annually billed (month) $39.00 N/A Freshcaller Agent Addon - Pro plan (Per agent basis) - Monthly billed (month) $47.00 N/A Freshcaller Agent Addon - Enterprise plan (Per agent basis) - Annually billed (/month) $69.00 N/A Freshcaller Agent Addon - Enterprise plan (Per agent basis) - Monthly billed (/month) $83.00 N/A Day Pass - Growth plan (Per agent basis) - Non-recurring $5.00 N/A Day Pass - Pro Plan (Per agent basis) - Non-recurring $10.00 N/A Day Pass - Enterprise plan (Per agent basis) - Non-recurring $15.00 N/A Freshsales Agent Addon - Growth plan (Per agent basis) - Annually billed (/month) $9.00 N/A Freshsales Agent Addon - Growth plan (Per agent basis) - Monthly billed (/month) $11.00 N/A $39.00 N/A
Freshsales Agent Addon - Pro plan (Per agent basis) - Monthly billed (/month) $47.00 N/A Freshsales Agent Addon - Enterprise plan (Per agent basis) - Annually billed (/month) $59.00 N/A Freshsales Agent Addon - Enterprise plan (Per agent basis) - Monthly billed (/month) $71.00 N/A Campaign Contacts/Marketing Contacts - 1 - 5 contacts tier - Monthly billed (/month) $100.00 N/A Campaign Contacts/Marketing Contacts - 6 - 20 contacts tier - Monthly billed (/month) $75.00 N/A Campaign Contacts/Marketing Contacts - 21 & above tier - Monthly billed (/month) $50.00 N/A Freshbots - Per 1,000 sessions pack - ALL Frequency $100.00 N/A Freddy Copilot - Per agent basis - Annually billed (/month) $29.00 N/A Freddy Copilot - Per agent basis - Monthly billed (/month) $35.00 N/A Day Pass - Growth plan (Per agent basis) - Non-recurring $2.00 N/A Day Pass - Pro Plan (Per agent basis) - Non-recurring $7.00 N/A Day Pass - Enterprise plan (Per agent basis) - Non-recurring $12.00 N/A Freshbots - Per 1,000 sessions pack - ALL Frequency $100.00 N/A Freddy Copilot - Per agent basis - Annually billed (/month) $29.00 N/A Freddy Copilot - Per agent basis - Monthly billed (/month) $35.00 N/A Day Pass - Growth plan (Per agent basis) - Non-recurring $2.00 N/A Day Pass - Pro Plan (Per agent basis) - Non-recurring $7.00 N/A Day Pass - Enterprise plan (Per agent basis) - Non-recurring $12.00 N/A Day Pass - Growth plan (Per agent basis) - Non-recurring $2.00 N/A Day Pass - Pro Plan (Per agent basis) - Non-recurring $7.00 N/A Day Pass - Enterprise plan (Per agent basis) - Non-recurring $12.00 N/A Freddy Copilot - Per agent basis - Annually billed (/month) $29.00 N/A Freddy Copilot - Per agent basis - Monthly billed (/month) $35.00 N/A Orchestration Transaction pack - packs - Non-recurring $250.00 N/A 500 Asset Pack - per 500 asset pack - Monthly billed (/month) $75.00 N/A Saas Management - per employee basis - Monthly billed (/month $1.00 N/A Business Agent - Per agent basis - Monthly billed (month) $39.00 N/A Unlimited Asset Packet - per pack - Monthly billed (/month) $1,500.00 N/A New-gen project management for requesters - per Project-only user - Monthly billed (/month) $15.00 Connector App Tasks - per pack - All Frequency $80.00 N/A Configure, Price, Quote - Per license - Monthly billed (month) $19.00 N/A Conversion Rate Optimization/Monthly Unique Visitors - 1 - 1 MUV tier - Monthly billed (/month) $219.00 N/A Conversion Rate Optimization/Monthly Unique Visitors - 2 - 5 MUV tier - Monthly billed (month) $20.00 N/A Conversion Rate Optimization/Monthly Unique Visitors - 6 - 10 MUV tier - Monthly billed (/month) $15.00 N/A Conversion Rate Optimization/Monthly Unique Visitors - 11 & above MUV tier - Monthly billed (/month) $10.00 N/A Messaging Agent Addon - Growth plan (Per agent basis) - Annually billed (/month) $19.00 N/A Messaging Agent Addon - Growth plan (Per agent basis - Monthly billed (/month) $23.00 N/A Messaging Agent Addon - Pro plan (Per agent basis) - Annually billed (/month $49.00 N/A Messaging Agent Addon - Pro plan (Per agent basis) - Monthly billed (/month) $59.00 N/A Messaging Agent Addon - Enterprise plan (Per agent basis) - Annually billed (/month) $79.00 N/A Freshbots Auto recharge - Per 1,000 sessions pack - One Time (non-recurring) $100.00 N/A Configure, Price, Quote (enables when freshsales addon purchased) - Per license - Monthly billed (/month) $19.00 N/A Workflow addon (enables when freshsales addon purchased) - Per workflow - Monthly billed (/month) $5.00 N/A Customer Service Suite API Limit - 1000rpm - per 1000rpm - Monthly billed (/month) $3,500.00 N/A Freshbots Auto recharge - Per 1,000 sessions pack - One Time (non-recurring) $100.00 N/A PRO API Extension - 700rpm - flat fee (only one unit) - Monthly billed (/month) $2,000.00 N/A PRO API Extension - 1000rpm - flat fee (only one unit) - Monthly billed (/month) $3,500.00 N/A PRO API Extension - 2000rpm - flat fee (only one unit) - Monthly billed (/month $5,500.00 N/A Enterprise API Extension - 1000rpm - flat fee (only one unit) - Monthly billed (/month) $3,500.00 N/A Enterprise API Extension - 2000rpm - flat fee (only one unit) - Monthly billed (/month) $5,500.00 N/A API Pack - 1000rpm/min - Monthly billed (/month) $3,500.00 N/A HIPAA Addon - Per agent basis - Monthly billed (/month) $15.00 N/A Day pass - Starter plan (per agent basis) - One Time (non-recurring) $3.00 N/A Day pass - Growth plan (Per agent basis) - One Time (non-recurring) $7.00 N/A Day pass - Pro Plan (Per agent basis) - One Time (non-recurring) $14.00 N/A Day pass - Enterprise plan (Per agent basis) - One Time (non-recurring) $18.00 N/A Itil Modules - Per agent basis - Monthly billed (/month) $20.00 N/A Freshvisuals/Advanced Analytics - Per agent basis - Monthly billed (/month) $10.00 N/A Workflow addon - Per workflow - Monthly billed (/month) $5.00 N/A Dedicated IP Address - Per account - Monthly billed (/month $199.00 N/A
$17.10
$20.70
$44.10
$53.10
$71.10
$90.00
$17.10
$4.50
$3,150.00
$90.00
$1,800.00
$3,150.00
$4,950.00
$3,150.00
$4,950.00
$3,150.00
$13.50
$2.70
$6.30
$12.60
$16.20
$18.00
$9.00
$4.50
$179.10
Implementation
SKU # Product Description MSRP
onboarding-specialist-usd Hourly SKU (Onboarding Specialist) - Non-recurring - Per Hour $340.00 onboarding-engagement-manager-usd Hourly SKU (Onboarding Engagement Manager) - Non-recurring - Per Hour $340.00 onboarding-solutions-architect-usd Hourly SKU (Onboarding Solutions Architect) - Non-recurring - Per Hour $460.00
GSA Price SLP Price
N/A $306.00
N/A $306.00
N/A $414.00
Maintanence
SKU # Product Description MSRP / List Price GSA Price
premium_support_usd Premium Support - Recurring (per month) - NA 20% of MRR / $2,000 (whichever is higher) N/A On Premise
SKU # Product Description MSRP / List Price GSA Price SLP Price SLP Price
GSA Price