CALIFORNIA DEPARTMENT OF Procurement Division
DGS 707 Third Street, 2nd Floor, MS #2-202
GENERAL SERVICES
West Sacramento, CA 95605-2811
State of California
SOFTWARE LICENSING PROGRAM (SLP) AGREEMENT
software licensingprogram
Contractor: Entisys Solutions, Inc. dba e360
Contract Number: SLP-25-70-0023U
SLP Contract Term: 01/15/2025 through 12/09/2027
Contract Base: Zerto, Inc. Offer Number ZERTO-SLP-2024
This contract is available for use by State of California departments and any city, county, expend pistic dusa linal the state cakes eris contact a variable, calin 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 Informational Technology - General Provisions (Non-Cloud Goods and Services and Cloud Computing Services) dated November 11, 2024, and all other provisions included herein. 1) General Provisions - Information Technology (Non-Cloud) effective 11/12/24 2) General Provisions - Information Technology (Cloud) effective 11/12/24 For State of CA: For Contractor:
Lisa Austin Digitally signed by Lisa Austin
Date: 2025.01.08 12:07:15 -08'00'
For Stephanne Lim Signature
Manager Director, Pursuit Center of Excellence
Multiple Award Programs Section
Procurement Division Printed Title
Department of General Services Lisa Austin
01/22/2025 Printed Name
Date Entisys Solutions, Inc., DBA e360
Company Name
1/8/2025
Date
Procurement Division | State of California | California Government Operations Agency 707 3rd Street, 2ndFloor | West Sacramento, CA 95605 | t 916.375-4400
SOFTWARE LICENSING PROGRAM (SLP)
ENTISYS SOLUTIONS, INC. DBA E360
SLP-25-70-0023U
CONTRACTOR PROVIDES COPY OF Reports that include paper checks for THE CONTRACT AND SUPPLEMENTS quarterly incentive fees must be mailed and shall not be emailed.
The SLP Contractors are required to
provide the entire contract that consists of For the full instructions on completing and the following: submitting SLP Quarterly Business Activity Reports, reference "ATTACHMENT A" of
• SLP Cover sheet with signatures from this agreement.
the DGS Procurement Division Deputy Important things to remember regarding Director or designee and Contractor. SLP Quarterly Business Activity Reports:
• Ordering instructions. • A report is required for each SLP, each • Std. 204 Payee Data Record. quarter, even when no new purchase orders are received in the quarter.
• SLP Contract terms and conditions
(General provisions). • A separate report is required for each SLP agreement.
• Software License Agreement pricing.
• Each purchase order must be
• Supplements, if applicable reported only once in the quarter identified by the purchase order
CONTRACTOR QUARTERLY REPORTS date, regardless of when the services were performed, the
SLP Contractors are required to submit
a detailed SLP Business Activity Report products were delivered, the invoice was sent, or the payment was
on a quarterly basis to the SLP Unit. received.
SLP Quarterly Business Activity Reports are Purchase orders from State and local due to the SLP Unit within two weeks after government agencies must be the end of each quarter as shown below: separated on the report, as shown in the instructions.
Quarter Reporting Period Due Date
Quarter 1 • Any report that does not follow the
Jan 1 to Mar 31 Due Apr 15
required format or excludes required
Quarter 2 Apr 1 to Jun 30 Due Jul 15
Quarter 3 Due Oct 15 information will be deemed incomplete Jul 1 to Sep 30 and returned to the SLP contractor for
Quarter 4 Oct 1 to Dec 31 Due Jan 15 corrections.
This report shall be emailed to the SLP • Taxes and freight must not be included Unit general e-mail: in the report.
[email protected] • New SLP agreements, renewals, and
Alternatively, this report can be mailed to:
required quarterly reports and incentive
Department of General Services fees.
Procurement Division - SLP Unit
• A quarterly report is required even
Attention: Quarterly Report Processing when there is no activity. 707 Third Street, MS #2-202
West Sacramento, CA 95605
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SOFTWARE LICENSING PROGRAM (SLP)
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SLP-25-70-0023U
CONTRACTOR QUARTERLY • State Agency Bill Code
INCENTIVE FEES • Line item number
All SLP contractors, including certified • Unit price
Small Businesses and Disabled Veteran • Extended line item price Business Enterprises, will be required to • Invoice total pay incentive fees for all orders placed by State sales tax and/or use tax shall be local government agencies. See the itemized separately and added to each current incentive fees in the DGS Price invoice as applicable. The company name Book (https://www.dgs.ca.gov/OFS/Price- on the SLP contract, purchase order and Book). invoice must match or the State
A local government agency is any city, Controller's Office will not approve county, district, or other local governmental payment.
body, including the California State CONTRACTOR OWNERSHIP University (CSU) and University of INFORMATION
California (UC) systems, K-12 public
schools and community colleges e360 is a large business enterprise. empowered to expend public funds. GENERATIVE ARTIFICIAL Local incentive fee payments may be INTELLIGENCE (GENAI) REPORTING made with a paper check, electronic check 1. State Agencies or credit card.
State agencies are required to obtain a
Contractor may make an electronic check GenAl Reporting and Factsheet (STD or credit card payment through the LPA 1000) from the Contractor prior to Payment Portal award.
(https://www.dgs.ca.gov/PD/Services/Page
-Content/Procurement-Division-Services- If GenAl is disclosed by the Contractor, List-Folder/Access-LPA-Payment-Portal). state agencies must follow the required GenAl purchase procedures outlined in
If payment is made with a paper check, the State Contracting Manual (SCM) check shall be made payable to the Volume 2, Chapter 23, Generative Department of General Services, SLP Unit, Artificial Intelligence (GenAl). State and must be mailed to the SLP Unit along agencies must retain the STD 1000 and with the applicable Quarterly Report. confirmation the purchase may proceed See the provision in this SLP entitled in their procurement file. "Contractor Quarterly Report Process" for
information on when and where to send 2. Contractor
these checks and reports. Upon request by an ordering agency, CONTRACTOR INVOICES Contractor must complete a GenAl
Reporting and Fact Sheet (STD 1000) to
Unless otherwise stipulated, the contractor identify if their solution or service must send their invoices to the department includes, or makes available, any GenAl address set forth in the purchase order. including, GenAl from third parties or Invoices shall be submitted in triplicate and subcontractors. shall include the following:
During the term of the contract,
• Contract number Contractor must notify the State in
• Agency purchase order number writing if their services or any work BUILDING GREEN • BUYING GREEN WORKING GREEN 3
SOFTWARE LICENSING PROGRAM (SLP)
ENTISYS SOLUTIONS, INC. DBA E360
SLP-25-70-0023U
under this contract includes, or makes On March 4, 2022, Governor Gavin available, any previously unreported Newsom issued Executive Order N-6-22 GenAl technology, including GenAl from (the EO) regarding Economic Sanctions third parties or subcontractors. against Russia and Russian entities and Contractor shall immediately complete individuals. "Economic Sanctions" refers to the GenAl Reporting and Factsheet sanctions imposed by the U.S. government (STD 1000) to notify the State of any in response to Russia's actions in Ukraine, new or previously unreported GenAl as well as any sanctions imposed under technology. state law. The EO directs state agencies to At the direction of the State, Contractor terminate contracts with, and to refrain shall discontinue the use of any new or from entering any new contracts with, previously undisclosed GenAl individuals or entities that are determined technology that materially impacts to be a target of Economic Sanctions. functionality, risk or contract Accordingly, should the State determine performance, until use of such GenAl Contractor is a target of Economic technology has been approved by the Sanctions or is conducting prohibited State. transactions with sanctioned individuals or
entities, that shall be grounds for
Failure to disclose GenAl use to the termination of this agreement. The State State and submit the GenAl Reporting shall provide Contractor advance written and Factsheet (STD 1000) may be notice of such termination, allowing considered a breach of the contract by Contractor at least thirty (30) calendar days the State at its sole discretion and the to provide a written response. Termination State may consider such failure to shall be at the sole discretion of the State. disclose GenAl and/or failure to submit
the GenAl Reporting and Factsheet AGENCY NON-COMPLIANCE (STD 1000) as grounds for the
immediate termination of the contract. Agency non-compliance with the The State is entitled to seek any and all requirements of this contract may result in relief to which it may be entitled to as a the loss of delegated purchasing authority result of such non-disclosure. to use the SLP.
The State reserves the right to amend PLEASE REQUEST A COPY OF ALL the contract, without additional cost, to CONTRACT TERMS AND CONDITIONS incorporate GenAl Special Provisions FROM THE CONTRACTOR, IF NOT into the contract at its sole discretion
PROVIDED INITIALLY.
and/or terminate any contract that
presents an unacceptable level of risk to AVAILABLE PRODUCTS AND/OR the State. SERVICES
If Contractor identifies GenAl in their
solution, a copy of the STD 1000 must This contract may provide for the purchase be submitted to the State Contract and warranty of software, software Administrator. maintenance, technical support, training, installation, software as a service,
EXECUTIVE ORDER N-6-22 - RUSSIA infrastructure as a service, platform as a SANCTIONS service, and implementation services.
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SLP-25-70-0023U
Only products from the manufacturer listed • Installation Services must not exceed below are available within the scope of this the total cost of the software. contract:
IMPLEMENTATION SERVICES
• Zerto, Inc.
Before procuring Implementation Services,
UNAVAILABLE PRODUCTS AND/OR state departments should conduct an SERVICES analysis and use their own due diligence to
determine if these services are the most
The following products and/or services are cost effective solution that meets their not available under this contract: business needs and security requirements. • STANDALONE HARDWARE Requirements
• CONSULTING
• TELECOMMUNICATION PRODUCTS • State departments must complete a Statement of Work (SOW) for all
Notice to State Agencies: Software Implementation services. appliances/hardware products offered • Job titles/categories are limited to those under the Software Publisher's pricelist are identified in the SLP price list.
NOT available under the Software
Licensing Program (SLP) if the same type • Hourly rates must not exceed those of software appliance/hardware products identified in the SLP price list. are currently available under any • Implementation services can only be mandatory Statewide Contract. State purchased when they are in support of agencies who want to purchase a software software purchased under the SLP. appliance/hardware product type, other
than what is available through a • Time and Material pricing must not mandatory Statewide Contract must submit exceed the job Title hourly rate times an exemption request to the mandatory the number of hours to complete the job.
Statewide Contract Administrator. For NOTE: Implementation Services under more information and the required this contract must be paid in arrears. justification forms regarding the exemption
process, please refer to the following ACQUISITION OF IAAS AND/OR PAAS website:
https://www.dgs.ca.gov/PD/Services/Page- If using this SLP for the purpose of Content/Procurement-Division-Services- acquiring Infrastructure as a Service (laaS) List-Folder/Request-an-IT-Hardware- and/or Platform as a Service (PaaS), State Contract-Exemption. This restriction does agencies must first obtain approval to use not apply to local governmental agencies. this SLP by the California Department of Technology (CDT) in accordance with IL
INSTALLATION SERVICES 17-06 (www.cdt.ca.gov/wp-
content/uploads/2017/08/TL-17-06.pdf).
• Installation Services can only be State agencies must document CDT's purchased when they are in support of approval and maintain in the procurement software purchased under this SLP file. Contact CDT for all questions related contract.
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SOFTWARE LICENSING PROGRAM (SLP)
ENTISYS SOLUTIONS, INC. DBA E360
SLP-25-70-0023U
to the acquisition of laaS and PaaS and TL Phone: (877) 368-4797 17-06. E-mail: [email protected]
SOFTWARE MAINTENANCE, SHIPPING INSTRUCTIONS
SUBSCRIPTION AND SAAS RENEWALS
F.O.B. (Free On Board) Destination
Software Maintenance, Subscription and
SaaS renewals shall be fixed at the DELIVERY
agency's prior applicable SLP rates (or
lower), with a 0% uplift (no up-lift) and no 30 days after receipt of order, or as additional increases, fees or charges negotiated between agency and Contracto added, for the duration of this SLP and included in the purchase order contract.
AGENCY RESPONSIBILITY
SERVICE CREDITS
Agencies must contact contractors to
Service credits are acceptable only if they obtain copies of the contracts and compare meet the following requirements: them for a best value purchasing decision. • Service credits must be used for Each agency is responsible for its own training, certifications, or support and contracting program and purchasing must never expire even when this decisions, including use of the SLP contract term ends. program and associated outcomes.
• Unused service credits can be used for This responsibility includes, but is not other services such as training, necessarily limited to, ensuring the certification, or support. Example: If necessity of the services, securing $1,000 is purchased in training credits appropriate funding, complying with laws but is not fully utilized, the department and policies, preparing the purchase order may use the remainder of unused in a manner that safeguards the State's credits for certifications or support. interests, obtaining required approvals, and documenting compliance with Government
ISSUE PURCHASE ORDER TO Code 19130.b (3) for outsourcing services.
Agency purchase orders must be mailed to It is the responsibility of each agency to the following address, or e-mailed: consult as applicable with their legal staff and contracting offices for advice
Entisys Solutions, Inc., DBA e360 depending upon the scope or complexity of PO Box 889426
Los Angeles, CA 90088-9426
Attn: Accounts Receivable If you do not have legal services available to you within your agency, the DGS Office
E-mail: of Legal Services is available to provide
[email protected] services on a contractual basis.
Agencies with questions regarding ORDER REQUIREMENTS AND products and/or services may contact the MAXIMUM ORDER LIMIT contractor as follows:
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• Unless otherwise determined by an agency can establish and document that individual ordering agency purchasing the price is fair and reasonable. The fair authority, no SLP order may be and reasonable method can only be executed by a State agency that used for non-customizable purchases. exceeds that agency's purchasing
authority threshold. State agencies with • Local governments set their own order approved purchasing authority, along limits.
with their dollar thresholds can be
obtained at the List of State SPLITTING ORDERS
Departments with Approved Purchasing
Splitting orders to avoid any monetary
Authority. limitations is prohibited
• Agencies must adhere to the detailed Do not circumvent normal procurement requirements in the State Contracting
Manual (SCM) when using SLP methods by splitting purchases into a contracts. The requirements for the series of delegated purchase orders (SAM 3572).
following bullets are in the SCM, Volume
2, (for IT): If soliciting offers from a Splitting a project into small projects to certified DVBE, include the Disabled avoid either fiscal or procedural controls is Veteran Business Enterprise prohibited (SAM 4819.34).
Declarations form (Std. 843) in the
Request for Offer. This declaration MINIMUM ORDER LIMITATION must be completed and returned by the
DVBE prime contractor and/or any There is no minimum dollar value limitation DVBE subcontractors. (See the SCM on orders placed under this contract.
Volume 2, Chapter 1200)
ORDERING PROCEDURES
• This is not a bid transaction, so the
small business preference, DVBE 1. Order Form
participation goals, protest language,
intents to award, evaluation criteria, State departments shall use a advertising, etc., are not applicable. Contract/Delegation Purchase Order (Std. 65) for purchases and services.
• If less than 3 offers are received, State
agencies must document their file with Local governments shall, in lieu of the the reasons why the other suppliers State's Purchase Order (Std. 65), use solicited did not respond with an offer. their own purchase order document. • Assess the offers received using best Electronic copies of the State Standard value methodology, with cost as one of Forms can be found at the Office of the criteria. State Publishing web site:
http://www.dgs.ca.gov/osp (select
• Issue a Purchase Order to the selected Standard Forms). The site provides contractor. information on the various forms and
use with the Adobe Acrobat Reader.
• For SLP transactions under $10,000, Beyond the Reader capabilities, Adobe only one offer is required if the State Acrobat advanced features may be BUILDING GREEN BUYING GREEN WORKING GREEN 7
SOFTWARE LICENSING PROGRAM (SLP)
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SLP-25-70-0023U
utilized if you have Adobe Business included in the order, not just system Tools or Adobe Acrobat 4.0 installed on totals.
your computer. Direct link to the
Standard Form 65: The contractor must immediately reject (http://www.osp.dgs.ca.gov/pdf/std065.p orders that are not accurate. df) Discrepancies are to be negotiated and
incorporated into the order prior to the
2. Purchase Orders products and services being delivered All Ordering Agency purchase order 3. Service and Delivery after Contract documents executed under this SLP Expiration
must contain the applicable SLP
contract number as show on page 1. Purchase orders must be issued before the SLP contract end term expires.
a. State Departments:
Also, purchase order amendments
Std. 65 Purchase Documents - State cannot be issued to add product and departments not transacting in software maintenance if the SLP FISCal must use the Purchasing contract end term has expired.
Authority Purchase Order (Std. 65)
for purchase execution. An electronic CONTRACT PRICES
version of the Std. 65 is available at
the DGS-PD website at Contract prices for products and/or http://www.dgs.ca.gov/ services are maximums. The ordering pd/Forms.aspx (select Standard STD department is encouraged to negotiate Forms). lower prices.
FISCal Purchase Documents - State PRODUCT AND PRICING CHANGES departments transacting in FISCal AND/OR UPDATES ARE NOT will follow the FI$Cal procurement AUTHORIZED UNTIL REVIEWED AND and contracting procedures. APPROVED BY DGS PROCUREMENT
DIVISION SOFTWARE LICENSING
b. Local Governmental Departments: PROGRAM.
Local governmental agencies may Said documents are to be sent to the use their own purchase document Department of General Services (DGS) for purchase execution. Procurement Division, Software Licensing Program, 707 Third Street, 2nd Floor, West
The agency is required to complete and Sacramento, CA 95605-2811, Attention distribute the order form. For services, SLP Unit.
the agency shall modify the information
contained on the order to include the CONTRACT EXTENSIONS service period (start and end date), and
the monthly cost (or other intermittent The initial term of this SLP contract is 3 cost), and any other information years and may be extended for an pertinent to the services being provided. additional 2-years, however an amendment The cost for each line item should be must be issued prior to contract end date.
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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
SMALL BUSINESS/DVBE - TRACKING DVBE certification number of each company listed, and attach
State departments are able to claim a copy of each certification; and subcontracting dollars towards their small • Indicate the dollar amount of 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
dollar amount the ordering department can • Indicate what commercially apply towards its small business or DVBE useful function the small goal. business or DVBE subcontractor
will be providing towards
SMALL BUSINESS/DVBE - fulfillment of the order.
SUBCONTRACTING
3. The ordering department's purchase
1. The amount an ordering department order must be addressed to the prime can claim towards achieving its small Contractor, and the purchase order business or DVBE goals is the dollar must reference the information provided amount of the subcontract award made by the prime Contractor as outlined by the Contractor to each small above.
business or DVBE.
2. The Contractor will provide an ordering CERTIFICATION OF PAYMENT department with the following OPTIONS - Military & Vets Code §$999.5 information at the time the order is and 999.7(a) (SB588) quoted:
In accordance with the State Contracting
a. The Contractor will state that, as the Manual, Volume 2, Section 1203.1, State prime Contractor, it shall be departments shall require the Contractor to submit a complete an accurate Prime
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SOFTWARE LICENSING PROGRAM (SLP)
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SLP-25-70-0023U
Contractor's Certification - DVBE (not owned by the contractor and not Subcontracting Report (STD. 817) upon owning the contractor). acceptance of ordered goods or services
for which the Contractor committed to To substantiate compliance with the DVBE subcontractor participation. Productive Use Requirements, the SLP contractor must provide upon request the
Upon delivery or completion of ordered name and address of a custome goods or services, State departments shall installation and the name and telephone do the following: number of a contact person.
• Provide proper withhold notification to
prime contractors. The elapsed time such equipment or
software must have been in operation is
• Withhold $10,000 or the full amount of ased upon the importance of the the final invoice if less than $10,000 equipment or software for system pending receipt of the complete and operation and its cost. The following accurate STD 817. designates product categories and the • Review the STD 817. If it is determined required period of time for equipment or to be complete and accurate, authorize software operation prior to approval of the payment of the withhold. replacement item on SLP.
• If the STD 817 is late or incomplete, Category 1 - Critical Software: Critical department must send the prime software is software that is required to contractor a cure notice allowing at control the overall operation of a computer least 15 days, but not more than 30 system or peripheral equipment. Included days, to meet the Certification of in this category are operating systems, Payments to DVBE Subcontractors data base management systems, language requirements. interpreters, assemblers and compilers,
• If the prime contractor does not comply communications software, and other by the identified deadline, permanently essential system software. deduct the withhold.
Final Bid
• Retain all records for a minimum of six
Cost Installation Submission
years. More than
PRODUCTIVE USE REQUIREMENTS $100,000 8 months 6 months
$10,000 up to
The customer in-use requirement applies $100,000 4 months 3 months to all procurements of information Less than
technology equipment and software, per $10,000 1 month 1 month the SCM, Volume 2, Chapter 1000, Section
1007. Category 2 - All Information Technology
Equipment and Non-Critical Software:
Each equipment or software component Information technology equipment is must be in current operation for a paying defined in State Administrative Manual customer and the paying customer must be (SAM) § 4819.2. external to the contractor's organization
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SOFTWARE LICENSING PROGRAM (SLP)
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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 to days prior notice.
$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
contracts is optional. A local government 3. This provision shall not relieve the is any city, county, special district or other Contractor of the obligation to perform local governmental body or corporation, under any purchase order or other including UC, K-12 schools and community similar ordering document executed colleges, prior to the termination becoming
effective.
that is empowered to expend public funds.
While the state makes this contract STATEWIDE PROCUREMENT available, each local government agency REQUIREMENTS
should make its own
Departments must carefully review and
determination whether the SLP is adhere to the following Procurement consistent with their procurement policies Requirements, such as:
and regulations.
• SAM Section 4819.41 and 4832
APPLICABLE CODES, POLICIES AND certifications for information technology GUIDELINES procurements and compliance with
policies.
All California codes, policies and guidelines • Services may not be paid for in are applicable. THE USE OF THE SLP
advance.
DOES NOT REDUCE OR RELIEVE
STATE DEPARTMENTS OF THEIR • Departments are required to file with the RESPONSIBILITY TO MEET STATEWIDE Department of Fair Employment and REQUIREMENTS REGARDING Housing (DFEH) a Contract Award
CONTRACTING OR THE Report Std. 16 for each order over
PROCUREMENT OF GOODS OR $5,000 within 10 days of award, SERVICES. Most procurement and including supplements that exceed contract codes, policies, and guidelines are $5,000.
incorporated into The SLP contracts.
• Pursuant to Unemployment Insurance
Notwithstanding this, there is no guarantee
that "every" possible requirement that Code Section 1088.8, state and local government agencies must report to the
pertains to all the different and unique state
Employment Development Department
processes has been included. (EDD) all payments for services that BUILDING GREEN • BUYING GREEN WORKING GREEN 11
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equal $600 or more to independent sole 2. Advance Payments proprietor contractors. See the
contractor's Std. Form 204, Payee Data Advance payment is allowed for Record, in the SLP contract to services only under limited, narrowly determine sole proprietorship. All defined circumstances, e.g. between inquiries regarding this subject should specific departments and certain types be forwarded to EDD: Technical of non-profit organizations, or when questions: 916/651-6945 or Information paying another government agency and forms: 916/657-0529. (Government Code (GC) § 11256 - 11263 and 11019).
• Annual small business and disabled
veteran reports. It is NOT acceptable to pay in advance, except software maintenance and
ETHNICITY/RACE/GENDER REPORTING license fees, which are considered a
REQUIREMENT
subscription and may be paid in
Effective July 1, 2002, in accordance with advance if a provision addressing Public Contract Code 10116, state payment in advance is included in the departments are to capture information on purchase order. ethnicity, race, and gender of business Software warranty upgrades and owners (not subcontractors) for all
extensions may also be paid for in
awarded contracts, including CAL-Card advance, one time. transactions. Each department is required
to independently report this information to 3. Payee Data Record (Std. 204) the Governor and the Legislature on an
annual basis. State Agencies not transacting in
FISCal, must obtain a copy of the
Departments are responsible for Payee Data Record (Std. 204) in order developing their own guidelines and forms to process payments. State Ordering for collecting and reporting this information, Agencies forward a copy of the Std. 204 to their accounting office(s).
Contractor participation is voluntary. Without the Std. 204, payment may be PAYMENTS AND INVOICES unnecessarily delayed. State Agencies should contact the Contractor for copies
1. Payment Terms of the Payee Data Record
Payment will be made in accordance 4. DGS Administrative Fees with the provisions of the California
Prompt Payment Act, Government Orders from State Agencies:
Code Section 927 et. seq. Unless The Department of General Services expressly exempted by statute, the Act (DGS) will bill each State agency requires State agencies to pay properly directly an administrative fee for use of submitted, undisputed invoices not SLP contracts. The administrative fee more than 45 days after (i) the date of should NOT be included in the order acceptance of goods or performance of total, nor remitted before an invoice is services; or (ii) receipt of an undisputed received from DGS. invoice, whichever is later.
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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
Faxination no.: 916/376-6371
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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 Purchase Agency Total Dollars
Phone
Name Order Number Order Date Per Purchase Agency Contact Agency Address 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 it 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 | t 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 16
STATEWIDE CONTRACT
ENTISY SOLUTIONS, INC DBA E360
ZERTO, INC. OFFER NUMBER ZERTO-SLP-2024
CONTRACT SLP-25-70-0023U
APPROVED:
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
3X: Graig Cornell 3/25/202
City Attorner
ACCOUNT DATA:
M. VENUS RODRIGUEZ
BY:
Verified by Finance Officer