City Council/Successor Agency to the
Redevelopment Agency/Public
Financing Authority/Parking Authority
Concurrent
City of Stockton
Meeting Agenda - Final
City Council/Successor
Agency of the
Redevelopment
Agency/Public Financing
Authority/Parking Authority
Concurrent Agenda
Christina Fugazi, Mayor/Chair (At Large)
Jason Lee, Vice Mayor (District 6)
Michele Padilla (District 1)
Mariela Ponce (District 2)
Michael Blower (District 3)
Mario Enríquez (District 4)
Brando Villapudua (District 5)
Council Chamber, City Hall, 425 N. El Dorado
Street, Stockton CA
Tuesday, February 4, 2025 4:00 PM
Closed Session 4:00 PM :: Regular Session 5:30 PM
1. CLOSED SESSION CALL TO ORDER/ROLL CALL
2. ADDITIONS TO CLOSED SESSION AGENDA
3. ANNOUNCEMENT OF CLOSED SESSION
3.1 25-0015 CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION Number of Cases: Two
Name of Case: J.P., et al. v. City of Stockton, et al. (United States Eastern District Court Case No. 2:21:cv-00788
-WBS-AC)
Name of Case: Kurt Wilson v. City of Stockton, et al. (San Joaquin County Superior Court Case No.
STK-CV-UWM-2019-12404)
This Closed Session is authorized pursuant to section 54956.9(d)(1) of the Government Code to discuss matters pertaining to existing litigation.
Department: City Attorney
4. CLOSED SESSION PUBLIC COMMENT*
5. RECESS TO CLOSED SESSION
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6. REGULAR SESSION CALL TO ORDER/ROLL CALL
7. INVOCATION/PLEDGE TO FLAG
8. REPORT OF ACTION TAKEN IN CLOSED SESSION
9. ADDITIONS TO REGULAR SESSION AGENDA***
10. RECOGNITIONS, ANNOUNCEMENTS, OR REPORTS
11. PUBLIC COMMENTS* – MATTERS NOT ON THE AGENDA
12. CONSENT AGENDA
12.1 25-0107 APPOINTMENT OF INTERIM CITY MANAGER
Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution:
1. Appointing Steve Colangelo as the Interim City Manager for the City of Stockton; and
2. Authorizing the Mayor, on behalf of the City Council, to execute an employment contract with Steve Colangelo setting forth the conditions of employment.
Department: City Attorney
Proposed Resolution - Interim CM
Exhibit 1 - Interim CM Contract.pdf
Attachments:
12.2 25-0112 MAYORAL APPOINTMENTS TO COUNCIL COMMITTEES AND
COMMITTEE STRUCTURE/FUNCTION ROSTER AMENDMENT
Recommended Action: RECOMMENDATION
It is recommended that the City Council approve a resolution amending the Mayoral Appointments to Council Committees and Committee Structure/Function roster effective immediately.
Department: City Clerk
Proposed Resolution
Exhibit 1 - Mayoral Appointments
Attachments:
12.3 25-0096 ADOPT A RESOLUTION APPOINTING A MEMBER TO THE
MEASURE W OVERSIGHT COMMITTEE
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Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution ratifying the appointment to the Measure W Committee of Gregory Bahr for a partial term commencing immediately and ending on January 31, 2027 Department: City Clerk
Attachment A - Redacted Application
Proposed Resolution - Appointment.docx
Attachments:
12.4 25-0086 APPROVAL OF CITY COUNCIL MINUTES
Recommended Action: RECOMMENDATION
Approve the minutes from the City Council meetings of December 10, 2024 Department: City Clerk
Attachments: Attachment A – 2024-12-10
12.5 25-0094 SECOND AMENDMENT TO THE 2025 CITY COUNCIL/SUCCESSOR
AGENCY/STOCKTON PUBLIC FINANCING AUTHORITY/STOCKTON
PARKING AUTHORITY MEETING CALENDAR
Recommended Action: RECOMMENDATION
It is recommended that the City Council, Successor Agency, Stockton Public Financing Authority, and Stockton Parking Authority adopt by motion the revised 2025 Concurrent City Council/Successor Agency/Stockton Public Financing Authority/Stockton Parking Authority Meeting Calendar.
Department: City Manager
Attachments: Attachment A - 2025 City Council Meeting Calendar (3rd version)
12.6 25-0078 ADOPT A RESOLUTION NAMING NORTHEAST LIBRARY &
COMMUNITY CENTER AND THREE NEW PARK SITES
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Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution:
1. Authorizing the City Manager to process the naming of the "Northeast Library & Community Center" as "Ursula Meyer Library & Community Center";
2. Authorizing the City Manager to process the naming of the park site located at Westlake Drive and Scott Creek Drive as "Inspiration Park - in memory of Officer Jimmy Inn and Fire Captain Max Fortuna";
3. Authorizing the City Manager to process the naming of the park site located at Valens Way and Orbison Lane as "Hadley Park - in memory of Carol Naomi Trujillo Hadley";
4. Authorizing the City Manager to process the naming of the park site located at Parliament Street and Skynyrd Way as "Harmony Park";
5. Authorizing the City Manager to take other actions which are necessary and appropriate to carry out the purpose and intent of this Resolution.
Department: Community Services
Attachment A - Naming of Facilities Policy
Proposed Resolution
Attachments:
12.7 24-0257 RESOLUTION AUTHORIZING THE SUMMARY VACATION OF A PORTION OF RIGHT-OF-WAY AT “D” STREET AND RESERVING A
PUBLIC UTILITY EASEMENT
Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution:
1. Authorizing a summary vacation of a portion of the public right-of-way at "D" Street.
2. Authorizing the reservation of a public utility easement.
3. Authorizing the filing of Notice of Exemption No. 43-24 under the California Environmental Quality Act for the vacation of a portion of the public right-of-way at "D" Street.
Authorizing the City Manager, or designee, to take all the necessary and appropriate actions to carry out the purpose and intent of this resolution.
Department: Economic Development
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Attachment A - Vicinity Map
Attachment B - Aerial Map
Proposed Resolution - D Street Abandonment
Exhibit 1 - Legal Description - D Street Abandonment
Exhibit 2 - Plat - D Street Abandonment
Exhibit 3 - NOE 43-24 - D Street Abandonment
Attachments:
12.8 25-0082 ADOPT A RESOLUTION TO PARTICIPATE IN THE CENCAL FIRE
EMS AUTHORITY, A JOINT POWERS AUTHORITY
Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution to:
1. Authorize the City Manager to enter into an agreement with the City of Lodi and the South San Joaquin County Fire Authority to join and participate in The CENCAL Fire EMS Authority (CENCAL), a Joint Powers Authority (JPA); and
2. Authorize Mayor Christina Fugazi to serve as the City of Stockton's Primary Director on the CENCAL Board of Directors; and
3. Authorize Councilmember Michele Padilla to serve as the City of Stockton's First Alternate Director on the CENCAL Board of Directors in the absence of the Primary Director; and
4. Authorize Vice Mayor Jason Lee to serve as the City of Stockton's Second Alternate Director on the CENCAL Board of Directors in the absence of both the Primary Director and the First Alternate Director; and
5. Authorize the creation of a separate restricted fund (CENCAL EMS Fund) to track all revenues and expenditures associated with CENCAL; and
6. Authorize the transfer of $1,515,700 from the General Fund Reserves to the CENCAL Fund; and
7. Authorize the City Manager to transfer or expend $1,515,700 from the CENCAL EMS Fund as needed for startup costs associated with CENCAL; and
8. Authorize the City Manager to take all appropriate actions to carry out the purpose and intent of this resolution.
Department: Fire
Attachment A - SJCEMSA EOA Map
Attachment B - Memorandum of Agreement
Proposed Resolution
Exhibit 1 -JPA Agreement
Attachments:
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12.9 25-0022 APPROVE A MOTION TO UTILIZE A VENDOR POOL OF
COOPERATIVE AGREEMENTS FOR INFORMATION TECHNOLOGY
SOLUTIONS AND SERVICES
Recommended Action: RECOMMENDATION
It is recommended that the City Council approve a motion to:
1. Approve findings which support and justify an exception to the competitive bid process;
2. Authorize the execution of five (5) contracts, utilizing multiple cooperative agreements established through a formal competitive bidding process that meets City requirements and provides access to preferential pricing, terms and conditions for Information Technology Solutions and Services for a total estimated amount of $25,030,000 for the term of the contracts, which includes renewal option terms (Attachments A through F); and
3. Authorize the City Manager to take necessary and appropriate actions to carry out the purpose and intent of the motion.
Department: Information Technology
Attachment A - Cooperative Agreements Summary
Attachment B - Cooperative Purchase Agreement with CDW
Attachment C - Cooperative Purchase Agreement with NWN
Attachment D - Cooperative Purchase Agreement with ePlus Attachment E - Cooperative Purchase Agreement with Zones Attachment F - Cooperative Purchase Agreement with Carahsoft Attachments:
12.10 25-0032 APPROVE AGREEMENT WITH THE UNIVERSITY OF THE PACIFIC
FOR THE OPERATION OF RADIO COMMUNICATIONS SYSTEMS
Recommended Action: RECOMMENDATION
It is recommended that the City Council approve a motion to:
1. Award a Lease Agreement to the University of the Pacific for a term of Twenty (20) years with the option of an additional five-year renewal for radio communications systems. The total contract amount is $806,111.23 for the first twenty years, with optional renewals estimated at a 3% increase each year for a total of $287,666.70. The total amount of the contract shall not exceed $1,093,777.93;
2. Approve findings pursuant to Stockton Municipal Code section 3.68.070 in support of an exception to the competitive bidding process; and
3. Authorize the City Manager to take necessary and appropriate actions to carry out the purpose and intent of this motion.
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Department: Information Technology
Attachments: Attachment A - Lease - UOP - Burns Tower Radio Antenna Placement
12.11 25-0060 APPROVE FINDINGS AND RATIFY FINAL EXPENSES FOR TEMPORARY PUMPING SERVICES AT THE 14-MILE SANITARY
SEWER PUMP STATION
Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution to:
1. Approve findings pursuant to Stockton Municipal Code section 3.68.070 which justify and support an exception to the competitive bidding process.
2. Ratify final expenses of Western Oil Field Supply Company of Bakersfield, California, doing business as Rain4Rent, in the amount of $835,534.88 for all costs related to the rental of wastewater pumping equipment to mitigate a breakdown in pumping capacity at the 14-Mile Sanitary Sewer Pump Station.
It is also recommended that the Acting City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this resolution.
Department: Municipal Utilities
Attachments: Proposed Resolution
12.12 25-0044 APPROVE MOTION TO EXECUTE AN AMENDMENT TO THE STANDARD AGREEMENT WITH HILL’S PET NUTRITION SALES,
INC. IN THE AMOUNT OF $195,000
Recommended Action: RECOMMENDATION
It is recommended that the City Council approve a motion to:
1. Authorize the City Manager to approve Amendment No. 1 with Hill's Pet Nutrition Sales, Inc., in the amount of $195,000, and;
2. Authorize the City Manager to take actions appropriate and necessary to carry out the purpose and intent of this motion.
Department: Police
Attachments: Attachment A - Hill's Pet Nutrition Sales Inc. Amendment 1 - Signed by Vendor.pdf
12.13 25-0061 ADOPT A RESOLUTION TO AUTHORIZE APPROPRIATION OF $2,000,000 TO LIGHT UP STOCKTON PROJECT
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Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution authorizing the transfer of $2,000,000 from FY 2023-24 Year End Discretionary Funds - City Council Priority Project to the Light Up Stockton, Project No.
WD25046.
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this resolution.
Department: Public Works
Attachment A - Vicinity Map
Attachment B - Location List
Proposed Resolution
Attachments:
12.14 24-1254 ADOPT RESOLUTION TO ACCEPT AND APPROPRIATE GRANT
FUNDS FROM THE SAN JOAQUIN VALLEY AIR POLLUTION
CONTROL DISTRICT FOR THE SAFE ROUTES TO SCHOOL
SAFETY AND CONNECTIVITY IMPROVEMENTS PROJECT
Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution to:
1. Appropriate grant funds from the San Joaquin Valley Air Pollution Control District in the amount of $500,000 to the Safe Routes to School Safety and Connectivity Improvements, Project No. WT19005.
2. Authorize the City Manager to accept grant funds from the San Joaquin Valley Air Pollution Control District in the amount of $500,000 for the Safe Routes to School Safety and Connectivity Improvements, Project No.
WT19005.
3. Authorize the City Manager to execute all required grant documents, including but not limited to, agreements, amendments, and requests for payment necessary to secure grant funds, and implement the approved grant funded project.
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this resolution.
Department: Public Works
Attachment A - Vicinity Map
Proposed Resolution
Attachments:
12.15 24-1291 ADOPT RESOLUTION TO AUTHORIZE THE AIRPORT WAY BRIDGE
OVER MORMON SLOUGH FIRE REPAIR PROJECT
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Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution to:
1. Appropriate funds in the amount of $20,000 from the Municipal Utilities Department Stormwater Fund to the Airport Way Bridge Over Mormon Slough Fire Repair, Project No. WT19009.
2. Transfer funds in the amount of $300,000 from the Citywide Bridge Slope Protection, Project No. WT22039, to the Airport Way Bridge Over Mormon Slough Fire Repair, Project No. WT19009.
3. Transfer funds in the amount of $483,000 from the Bridge Maintenance Program, Project No. WT23010, to the Airport Way Bridge Over Mormon Slough Fire Repair, Project No. WT19009.
4. Approve the Notice of Exemption No. NOE50-23 under the California Environmental Quality Act for the Airport Way Bridge Over Mormon Slough Fire Repair, Project No. WT19009.
5. Approve the plans and specifications for the Airport Way Bridge Over Mormon Slough Fire Repair, Project No. WT19009.
6. Award a Construction Contract in the amount of $908,369 to Valentine Corporation of San Rafael, CA, for the Airport Way Bridge Over Mormon Slough Fire Repair, Project No. WT19009.
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this resolution.
Department: Public Works
Attachment A - Vicinity Map
Proposed Resolution
Exhibit 1 - Notice of Exemption
Exhibit 2 - Construction Contract
Attachments:
12.16 24-1295 APPROVE MOTION TO AUTHORIZE PROFESSIONAL SERVICES CONTRACT AMENDMENT NO. 2 FOR THE LINCOLN ROAD SEWER
TRUNK REHABILITATION PROJECT
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Recommended Action: RECOMMENDATION
It is recommended that the City Council approve a motion to:
1. Authorize the City Manager to execute Professional Services Contract Amendment No. 2 in the amount of $200,673 with Siegfried Engineering, Inc. for additional design services and to extend the contract expiration date to June 30, 2026, for the Lincoln Road Sewer Trunk Rehabilitation, Project No. UW21018.
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this motion.
Department: Public Works
Attachment A - Vicinity Map
Attachment B - Amendment No. 2
Attachments:
13. ADMINISTRATIVE MATTERS
14. UNFINISHED BUSINESS
15. NEW BUSINESS
15.1 24-1265 COMMUNITY WELL-BEING PROJECT UPDATES: MOBILE
COMMUNITY RESPONSE TEAM, OPIOID SETTLEMENT
AGREEMENTS, AND CARE SOLACE COORDINATION HUB
SERVICES
Recommended Action: RECOMMENDATION
Informational only; no action to be taken.
Department: City Manager
Attachments: PPT 15.1 - Community Well-Being Updates
15.2 25-0028 RESOLUTION TO ADOPT THE 2024 EASTERN SAN JOAQUIN
GROUNDWATER SUSTAINABILITY PLAN AMENDMENT AND
AUTHORIZE THE SUBMITTAL OF THE 2025 PERIODIC
EVALUATION FOR THE EASTERN SAN JOAQUIN SUBBASIN TO
THE STATE DEPARTMENT OF WATER RESOURCES
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Recommended Action: RECOMMENDATION
It is recommended the City Council, acting as the City of Stockton Groundwater Sustainability Agency, adopt a resolution to:
1. Approve and adopt the 2024 Groundwater Sustainability Plan Amendment for the Eastern San Joaquin Subbasin.
2. Authorize the Eastern San Joaquin Groundwater Authority, its consultants, and the Plan Manager to take such other actions as may be reasonably necessary to submit the 2024 Groundwater Sustainability Plan Amendment to the Department of Water Resources and implement the plan.
3. Authorize the Municipal Utilities Department to work in collaboration with other local agencies to implement the projects and programs developed in the 2024 Groundwater Sustainability Plan in compliance with the Sustainable Groundwater Management Act.
4. Authorize the submittal of the first Periodic Evaluation.
5. Authorize Eastern San Joaquin Groundwater Authority, its staff, and its consultants to take such other actions as may be reasonably necessary to submit the 2025 Periodic Evaluation to the Department of Water Resources.
It is recommended that the City Manager be authorized to take appropriate actions to carry out the purpose and intent of this resolution.
Department: Municipal Utilities
Proposed Resolution
Exhibit 1 - 2024 GSP Amendment
Exhibit 2 - 2025 Periodic Evaluation
PPT - 15.2 - 2024 GSP Adoption
Attachments:
15.3 25-0101 YOUTH PROGRAMMING FOR SUMMER 2025
Recommended Action: RECOMMENDATION
Information only; no action to be taken.
Department: City Manager
Attachments: PPT - 15.3 - Youth Programming for Summer 2025
15.4 25-0067 COMPLAINT AND REQUEST FOR CENSURE HEARING
REGARDING ALLEGED VIOLATION OF COUNCIL POLICIES 3.13
AND 4.07
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Recommended Action: RECOMMENDATION
This Complaint and Request for Censure Hearing is presented to the City Council for its review and consideration of whether the censure process will move forward regarding an alleged violation of Council Policies 3.13 and
4.07. Department: City Clerk
Attachment A - Letter
Attachment B - Council Policy 4.08
Attachment C - Council Policy 3.13
Attachment D - Council Policy 4.07
PPT - Complaint and Request for Censure Hearing
Attachments:
15.5 25-0062 ESTABLISHMENT AND APPOINTMENT OF MEMBERS TO THE AD
HOC COMMITTEE FOR CITY MANAGER SELECTION
Recommended Action: RECOMMENDATION
It is recommended that the Council adopt a resolution establishing an Ad Hoc Committee for City Manager Selection to choose a recruiter and recommend candidates to interview before the full Council.
Department: City Clerk
Attachments: Proposed Resolution - CM Selection Council Ad Hoc
15.6 25-0098 APPOINTMENTS TO THE STOCKTON CIVIL SERVICE/EQUAL
EMPLOYMENT COMMISSION
Recommended Action: RECOMMENDATION
Adopt a resolution appointing two members to the Civil Service Commission/Equal Employment Commission for terms commencing immediately and ending December 31, 2027.
Department: City Clerk
Attachment A - Redacted Applications
Proposed Resolution - CSC Appointments
Attachments:
16. HEARINGS**
17. CITY MANAGER'S UPDATE
18. COUNCIL COMMENTS
19. ADJOURNMENT
INFORMATIONAL ITEMS
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CERTIFICATE OF POSTING
I declare, under penalty of perjury, that I am employed by the City of Stockton and that I caused this agenda to be posted in the City Hall notice case on January 29, 2025 in compliance with the Brown Act.
Katherine Roland, CMC, CPMC
City Clerk
By: ________________________________
Deputy
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PUBLIC COMMENTS
*Citizens may comment on any subject within the jurisdiction of the City Council/Successor Agency to the Redevelopment Agency/Public Finance Authority/Parking Authority, including items on the Agenda. The time limit for public comment is four (4) minutes and remains at the discretion of the presiding officer and changes shall be set at the start of the meeting. Speakers must submit “Request to Speak” cards to the City Clerk, and be prepared to speak when called. No speaker cards will be received after the close of the Citizen’s Comments portion of the meeting.
**Speakers should hold comments on items listed as a Hearing until the Hearing is opened.
The City of Stockton invites public comments in multiple forms. You provide your comments by using one of these methods:
1. Email - you may email your comments to [email protected]
2. Voicemail - you can leave a voice message by dialing (209) 937-8459.
3. In-Person Comments - a) Speakers must submit "request to speak cards" to the Clerk prior to the Public Comment portion of the agenda. No speaker cards will be accepted after the close of Public Comment. Please redirect any inquiries to [email protected]. b) Address only issues over which the meeting body has jurisdiction. c) The time limit for public comment is at the discretion of the presiding officer and shall be set at the start of the meeting. Donating time is not authorized. d) Your time will be displayed on the speaker podium for convenience.
*All written and voicemail public comments received by the Clerk's Office 90 minutes prior to the meeting start time will be forwarded to the meeting body members as correspondence and attached to the minutes. All comments received after that time will be forwarded as correspondence the following business day. Written and voicemail comments will not be read into the record.
Council Policy Manual Chapter 4.07 DECORUM
§ 4.07.010 Policy.
1) COUNCILMEMBERS
The City Council will practice civility and decorum in their discussions and debate. Councilmembers will value each other's time and will preserve order and decorum. A member shall neither, by conversation or otherwise, delay or interrupt the proceedings of the Council, use personal, impertinent or slanderous remarks, nor disturb any other member while that member is speaking or refuse to obey the orders of the presiding officer or the Council, except as otherwise provided herein.
A) All Councilmembers have the opportunity to speak and agree to disagree but no Councilmember shall speak twice on any given subject unless all other Councilmembers have been given the opportunity to speak.
B) The Mayor has the affirmative duty to maintain order. The City Council will honor the role of the Mayor in maintaining order. If a Councilmember believes the Mayor is not maintaining order, the Councilmember may move that the Vice-Mayor enforce the rules of decorum and otherwise maintain order. If that motion receives a second and is approved by a Council majority, the Vice-Mayor shall enforce the rules of decorum and maintain order.
C) Any Councilmember who violates the rules repeatedly shall be sanctioned by the City Council, including, but not limited to, barring the Councilmember from further participation (other than voting) on the subject. 2) PERSONS ADDRESSING THE CITY COUNCIL
Persons addressing the Council shall not make personal, impertinent, unduly repetitive, slanderous or profane remarks to the Council, any member of the Council, City staff or the general public, nor utter loud, threatening, personal or abusive language, nor engage in any other conduct that disrupts, disturbs or otherwise unreasonably impedes the orderly conduct of the Council meeting. Any person who makes such remarks, who utters loud, threatening, personal or abusive language, who is unduly repetitious or engages in extended discussion of City of Stockton Page 14 Printed on 1/29/2025
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irrelevancies, or who engages in any disorderly conduct that disrupts, disturbs or otherwise unreasonably impedes the orderly conduct of any Council meeting shall, at the discretion of the presiding officer or a majority of the Council, be barred from further audience before the Council during that meeting. 3) ENFORCEMENT
The rules of decorum set forth above shall be enforced in the following manner:
Warning. The presiding officer shall request that a person who is breaching the rules of decorum be orderly and silent. If, after receiving a warning from the presiding officer, a person persists in disturbing the meeting, the presiding officer shall order him or her to leave the Council meeting. If such person does not remove himself or herself, the presiding officer may order any law enforcement officer who is on duty at the meeting to remove that person from the Council Chambers.
4) RULES PERTAINING TO SIGNS, OBJECTS, SYMBOLIC MATERIALS, AND FIRE SAFETY WITHIN THE
COUNCIL CHAMBERS DURING COUNCIL MEETINGS
A) Objects and symbolic materials such as signs which do not have sticks attached or otherwise create any fire or safety hazards will be allowed within the Council Chamber during Council meetings provided that they are not so large as to infringe upon the space of those in adjacent areas, and are no wider on their longest side than the audience chairs.
B) Persons with objects and symbolic materials such as signs must remain seated when displaying them except when making an oral presentation to the Council and must not raise them above shoulder level or otherwise use them to obstruct vision or passage or disturb the conduct of the Council meeting. Such materials may not be placed on or against the walls, doors or furniture or in the aisles.
C) Exits shall not be obstructed in any manner. Obstructions, including storage, shall not be placed in aisles or other exit ways. Hand carried items must be stored so that such items do not inhibit passage in aisles or other exit ways.
D) Exit ways shall not be used in any way that will present a hazardous condition.
E) Overcrowding and admittance of persons beyond the approved capacity of a place of assembly are prohibited.
F) The Fire Marshal may establish designated areas for media equipment. 5) PERSONS AUTHORIZED WITHIN RAIL
No person except City officials and City staff shall be permitted within the rail in front of the City Council dais without the express consent of the presiding officer.
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City of Stockton
Legislation Text
File #: 25-0107, Version: 1
APPOINTMENT OF INTERIM CITY MANAGER
RECOMMENDATION
It is recommended that the City Council adopt a resolution:
1. Appointing Steve Colangelo as the Interim City Manager for the City of Stockton; and
2. Authorizing the Mayor, on behalf of the City Council, to execute an employment contract with Steve Colangelo setting forth the conditions of employment.
DISCUSSION
Background
On January 9, 2025, Harry Eugene Black resigned from the City of Stockton as City Manager. The same day the City Council appointed William Crew as Acting City Manager.
On January 21, 2025, the City Council met in Closed Session and deliberated regarding the appointment of Steve Colangelo as Interim City Manager and directed the City Attorney to make an offer, and if accepted, negotiate an employment contract with Steve Colangelo.
Present Situation
An employment contract with Steve Colangelo to serve as Interim City Manager is now presented for Council consideration and approval (Exhibit 1 to the Resolution).
CONCLUSION
Council is asked to review and consider the appointment of Steve Colangelo as Interim City Manager subject to the terms and conditions of the employment contract.
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Resolution No.
STOCKTON CITY COUNCIL
ADOPT A RESOLUTION APPOINTING STEVE COLANGELO AS INTERIM CITY
MANAGER FOR THE CITY OF STOCKTON
Harry Eugene Black resigned from the City of Stockton as City Manager on January 9, 2025; and
William Crew was appointed as Acting City Manager effective January 9, 2025; and
On January 21, 2025, the City Council met in Closed Session and deliberated regarding the appointment of Steve Colangelo as Interim City Manager and directed the City Attorney to make an offer and negotiate an employment contract with Steve Colangelo; now, therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:
1. Steve Colangelo is appointed as Interim City Manager of the City of Stockton.
2. The Mayor is authorized, on behalf of the City Council, to execute the attached employment agreement with Steve Colangelo marked as Exhibit 1, setting forth the terms and conditions of employment, effective February 11, 2025, contingent on background clearance.
3. The Acting City Manager or designee is authorized to take such other actions as necessary and appropriate to carry out the purpose and intent of this Resolution.
PASSED, APPROVED, and ADOPTED _ February 4, 2025 .
CHRISTINA FUGAZI
Mayor of the City of Stockton
ATTEST:
KATHERINE ROLAND, CMC, CPMC
City Clerk of the City of Stockton
AT-WILL EMPLOYMENT AGREEMENT BETWEEN CITY OF STOCKTON AND STEVE COLANGELO
AS INTERIM CITY MANAGER
AT-WILL EMPLOYMENT AGREEMENT BETWEEN
CITY OF STOCKTON AND STEVE COLANGELO AS INTERIM CITY MANAGER (AT-WILL AND NON-CLASSIFIED POSITION)
This At-Will Employment Agreement is made and entered into on February 2025, by and between the City of Stockton, a California charter city and municipal corporation ("CITY") and Steve Colangelo, an individual, ("EMPLOYEE") on the following terms and conditions set forth below (“AGREEMENT”). CITY and EMPLOYEE shall be collectively referred to as “PARTIES” or individually referred to as “PARTY.”
RECITALS
WHEREAS, the CITY is in the process of recruiting a full-time replacement for its City Manager, and the CITY requires the services of an Interim City Manager; and WHEREAS, EMPLOYEE represents that he has the necessary and specialized experience, skills, and expertise required to serve as the City’s Interim City Manager; and WHEREAS, the City Council of the City (“CITY COUNCIL”) desires to appoint EMPLOYEE to the position of Interim City Manager subject to the terms and conditions of the AGREEMENT; and
NOW THEREFORE, it is hereby agreed by CITY and EMPLOYEE as follows:
AGREEMENT
1. INTERIM CITY EMPLOYMENT. The CITY hereby appoints EMPLOYEE as its Interim City Manager, effective February , 2025 (“Effective Date”), and EMPLOYEE hereby accepts such employment.
2. AT-WILL AGREEMENT. EMPLOYEE is at-will and serves at the pleasure of CITY COUNCIL and can be terminated at any time with or without cause. Employee’s at-will status means there is no guarantee as to length of time for employment. No CITY representative has authority to agree to anything contrary to employee at-will status unless it is specific, in writing, and signed by CITY COUNCIL.
3. TERM. This AGREEMENT shall commence on the Effective Date. This AGREEMENT shall expire as of the first of the following to occur: (1) A permanent City Manager assumes that office; (2) by August 9, 2025; or (3) upon termination of the AGREEMENT by either EMPLOYEE or CITY as provided in Section 7 [SEPARATION] of this AGREEMENT.
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EXHIBIT 1
AT-WILL EMPLOYMENT AGREEMENT BETWEEN CITY OF STOCKTON AND STEVE COLANGELO
AS INTERIM CITY MANAGER
4. INTERIM CITY MANAGER’S COMMITMENTS.
a. DUTIES AND RESPONSIBILITIES.
i. EMPLOYEE shall perform all of the functions and duties of the City Manager as set forth in: the City Manager class specification attached hereto and incorporated herein by reference as Attachment “A,” which may be amended from time to time; the CITY’s Charter, Municipal Code, rules, policies, procedures, regulations, ordinances and resolutions, which may also be subsequently amended from time to time. EMPLOYEE shall also perform other legally permissible and/or customary and appropriate duties and functions of the City Manager as the CITY COUNCIL may assign from time to time, together with such additional services consistent with the laws of the United States and State of California.
ii. EMPLOYEE shall perform his duties to the best of his ability in accordance with the highest professional and ethical standards of the profession. EMPLOYEE shall devote his attention, skill, ability, and productive time to the performance of EMPLOYEE’S duties and responsibilities and CITY’s business.
iii. The CITY’s personnel rules, policies, procedures, regulations, ordinances and resolutions shall apply to EMPLOYEE in the same manner as applied to other non-classified at-will Department Heads.
As feasible, their provisions shall be read to apply in tandem with the terms of this AGREEMENT. However, to the extent an express provision of this AGREEMENT conflicts, this AGREEMENT shall govern.
b. CONFLICT OF INTEREST.
i. EMPLOYEE shall not engage in any business or transaction or shall have a financial or other personal interest or association, direct or indirect, which is in conflict with the proper discharge of official duties or would tend to impair independence of judgment or action in the performance of official duties. Personal as distinguished from financial interest includes an interest arising from blood or marriage relationships or close business, personal, or political associations. ii. EMPLOYEE shall also comply with the conflict-of-interest provisions under California law and any conflict-of-interest code applicable to EMPLOYEE’s CITY employment. EMPLOYEE is responsible for submitting to Human Resources the appropriate Conflict of Interest Statements prior to performing any services under this
AGREEMENT, and thereafter as required by law.
EXHIBIT 1
AT-WILL EMPLOYMENT AGREEMENT BETWEEN CITY OF STOCKTON AND STEVE COLANGELO
AS INTERIM CITY MANAGER
c. HOURS OF WORK.
i. EMPLOYEE is expected to engage in those hours of work that are necessary to perform the duties and fulfill the obligations of the Interim City Manager position, which fall both within and outside of customary and normal business hours. The position of Interim City Manager shall be deemed an exempt position under state and federal wage and hour laws. EMPLOYEE’S compensation (whether salary or benefits or other allowances) is not based on hours worked and EMPLOYEE shall not be entitled to any compensation for overtime.
ii. EMPLOYEE may engage in teaching, consulting, speaking, or perform other non-CITY connected activities for which he is compensated only with the express prior consent of the CITY COUNCIL.
d. DISABILITY OR INABILITY TO PERFORM. If, as the result of long-term or permanent disability, sickness, accident, injury, mental incapacity or other personal health-related reason, the CITY determines that EMPLOYEE is unable to perform his essential duties, with or without reasonable accommodation, after exhausting all available and authorized use of accrued sick leave, vacation, or other authorized paid/unpaid leave available under applicable CITY policies or state or federal law, the CITY COUNCIL may terminate EMPLOYEE. If the CITY COUNCIL does elect to terminate EMPLOYEE due to incapacity, Employee shall be terminated without cause, as provided in Section 7.c [TERMINATION WITHOUT CAUSE] below. In exercising this option, the CITY will comply with its obligations under applicable state and federal disability laws.
5. BASE SALARY.
a. On the Effective Date of this AGREEMENT, CITY shall compensate EMPLOYEE for his services rendered pursuant to this AGREEMENT a gross bi-weekly salary of $10,416,67 payable in installments at the same time and in accordance with the CITY’s payroll procedures for other CITY employees, and subject to all applicable payroll taxes and withholdings.
Effective the first day of the pay period that includes July 1, 2025, Employee shall receive a three percent (3%) increase to his base salary. b. At the discretion of the CITY COUNCIL, this AGREEMENT may be amended to incorporate any salary and/or benefit adjustments granted, provided, or required by the CITY COUNCIL. The CITY shall not at any time during the term of this AGREEMENT reduce the base salary, compensation, or other economic benefits of EMPLOYEE, unless as part EXHIBIT 1
AT-WILL EMPLOYMENT AGREEMENT BETWEEN CITY OF STOCKTON AND STEVE COLANGELO
AS INTERIM CITY MANAGER
of a general CITY management reduction, and then in no greater percentage than the average reduction of all CITY Department Heads whose salaries, compensation or economic benefits are reduced.
6. BENEFITS.
a. ECONOMIC BENEFITS. Except as set forth in this AGREEMENT, CITY agrees to provide EMPLOYEE with the economic benefits provided under the “City of Stockton Unrepresented Management/Confidential and Law Employees’ Compensation Plan” for employees designated under the Management Plan “MA” and/or “Department Heads,” dated July 1, 2023, and as may be amended by the CITY COUNCIL from time to time, as set forth in Section 5.b, above.
i. No Retirement Benefits. Pursuant to Government Code § 20305 and related California Public Employees’ Retirement System (CalPERS) regulations and policy statements, EMPLOYEE shall not receive any retirement benefits CITY commonly provides to its employees including those pension benefits in “City of Stockton Unrepresented Management/Confidential and Law Employees’ Compensation Plan” plan, unless required by law. CalPERS service credit will not be accrued, and no additional retirement rights or benefits will be granted to EMPLOYEE unless required by law. b. CITY VEHICLE. EMPLOYEE shall be assigned a city vehicle for use during the term of employment under this AGREEMENT. Use of the city vehicle shall be subject to and consistent with the rules under Administrative Directive MAN-16 which govern use of city vehicles for other city employees. c. PROFESSIONAL DEVELOPMENT. The CITY agrees to pay for reasonable sums of professional dues, subscriptions, travel and subsistence expenses of EMPLOYEE for professional participation in appropriate organizations such as, but not limited to, the League of California Cities, subject to prior review and approval by CITY.
Notwithstanding the foregoing, the CITY COUNCIL shall have discretion to establish appropriate amounts, in the annual CITY budget or otherwise, of official and professional development expenses and travel costs.
7. SEPARATION.
a. RESIGNATION. EMPLOYEE may resign from the position of Interim City Manager at any time and agrees to provide the CITY COUNCIL with a minimum of 30 days advanced written notice of the effective date of EMPLOYEE’s resignation, unless the PARTIES otherwise agree in writing.
If EMPLOYEE separates from CITY employment, EMPLOYEE shall be entitled to only the compensation accrued up to the date of termination, and such other termination benefits and payments as may be required by law or EXHIBIT 1
AT-WILL EMPLOYMENT AGREEMENT BETWEEN CITY OF STOCKTON AND STEVE COLANGELO
AS INTERIM CITY MANAGER
applicable provisions of the “City of Stockton Unrepresented Management/Confidential and Law Employees’ Compensation Plan” for employees designated under the Management Plan “MA” and/or “Department Heads. This AGREEMENT shall terminate upon the effective date of EMPLOYEE’s resignation.
b. REMOVAL.
i. EMPLOYEE is an at-will employee serving at the pleasure of the CITY COUNCIL. EMPLOYEE has no constitutionally protected property or other interest in his employment as Interim City Manager.
Nothing in this AGREEMENT shall be construed to create a property interest for EMPLOYEE in the position of Interim City Manager. ii. The CITY COUNCIL may terminate EMPLOYEE at any time, with or without cause, by a majority vote of its members. This AGREEMENT shall terminate upon the effective date of EMPLOYEE’s termination. c. TERMINATION WITHOUT CAUSE. If the CITY COUNCIL terminates EMPLOYEE as the Interim City Manager without cause, (cause is defined in Section 7.d. below). EMPLOYEE shall be entitled to only the compensation accrued up to the date of termination, and such other termination benefits and payments as may be required by law or applicable provisions of the “City of Stockton Unrepresented Management/Confidential and Law Employees’ Compensation Plan” for employees designated under the Management Plan “MA” and/or “Department Heads. In the event the CITY terminates EMPLOYEE without cause, then the CITY may terminate this AGREEMENT immediately, and EMPLOYEE shall no longer be employed by the CITY and this AGREEMENT shall terminate. d. TERMINATION FOR CAUSE.
i. Notwithstanding the provisions of Section 6.C. [TERMINATION WITHOUT CAUSE], the CITY COUNCIL may terminate EMPLOYEE for cause. As used in this section, “cause” shall mean only one or more of the following:
(1) Incompetency such as failure of EMPLOYEE to comply with the minimum standards for the position of Interim City
Manager.
(2) Neglect of duty, such as failure to timely perform the duties required of EMPLOYEE's position or failure to implement policy directions of the CITY COUNCIL.
(3) Any grossly negligent action or inaction by EMPLOYEE that materially and adversely: (a) impedes or disrupts the
EXHIBIT 1
AT-WILL EMPLOYMENT AGREEMENT BETWEEN CITY OF STOCKTON AND STEVE COLANGELO
AS INTERIM CITY MANAGER
operations of CITY or its organizational units; (b) is
detrimental to employees or public safety; or (c) violates CITY’s properly established rules or procedures.
(4) Dishonesty involving employment.
(5) Being under the influence of alcohol or intoxicating drugs while on duty.
(6) Absence without leave.
(7) Conviction of a crime or conduct constituting a violation of state or federal law that renders it more difficult for EMPLOYEE to deliver public service. “Conviction” includes entry of a plea of nolo contendere or a plea bargain.
(8) Improper or unauthorized use of CITY property.
(9) Failure to engage or participate in good faith in an interactive process to attempt to identify an effective reasonable
accommodation to resolve a physical or mental infirmity(s) or defect(s) affecting job performance when it is within the capacity of the employee to do so.
(10) Acceptance from any source of any emolument, reward, gift, or other form of remuneration in addition to EMPLOYEE’s regular compensation, as a personal benefit to EMPLOYEE in connection with actions performed in the normal course of EMPLOYEE’s assigned duties.
(11) Falsification of any CITY report or record or of any report or record required to be, or filed by EMPLOYEE.
(12) Engagement in prohibited harassment, discrimination, retaliation, or abusive conduct.
(13) Engaging in any incompatible activity or prohibited conflict-ofinterest. (14) A material breach of this AGREEMENT .
ii. For purposes of this provision, a determination that “cause” exists shall be based on demonstrable, or otherwise reasonably proven, sustained, corroborated, or admitted conduct.
iii. In the event the CITY terminates EMPLOYEE for cause, then the CITY may terminate this AGREEMENT immediately, and
EMPLOYEE shall no longer be employed by the CITY and this EXHIBIT 1
AT-WILL EMPLOYMENT AGREEMENT BETWEEN CITY OF STOCKTON AND STEVE COLANGELO
AS INTERIM CITY MANAGER
AGREEMENT shall terminate. EMPLOYEE shall be entitled to only the compensation accrued up to the date of termination, and such other termination benefits and payments as may be required by law or applicable provisions of the “City of Stockton Unrepresented Management/Confidential and Law Employees’ Compensation Plan” for employees designated under the Management Plan “MA” and/or “Department Heads.
e. NO SEVERANCE. EMPLOYEE shall not be entitled to any severance pay Manager upon the termination or expiration of this AGREEMENT for any reason or EMPLOYEE’s resignation or termination from the Interim City Manager position or from CITY employment for any reason. f. RETURN OF CITY PROPERTY. Upon the termination or expiration of this AGREEMENT for any reason, EMPLOYEE’s resignation or termination from the Interim City position or from CITY employment for any reason, EMPLOYEE agrees to immediately surrender any and all writings containing information relating to the conduct of the CITY’s business prepared, owned, used, or retained by EMPLOYEE regardless of physical form or characteristics, and any and all equipment, tools, or other materials of whatever nature provided to EMPLOYEE by CITY in his capacity of Interim City Manager.
8. INDEMNIFICATION.
a. In accordance with and to the extent provided by California's Tort Claims Act (Gov. Code § 825 et seq.) and Government Code sections 995-996.6, the CITY shall defend and indemnify EMPLOYEE against and for all losses sustained by EMPLOYEE in direct consequences of the discharge of EMPLOYEE's duties on the CITY's behalf for the period of EMPLOYEE's employment.
b. Nothing in this AGREEMENT shall expand the CITY’s defense and indemnification obligations beyond those provided in the Government Code Tort Claims Act (Gov. Code § 825, et seq.) and Government Code sections 995-996.6. Further, in the event CITY provides funds for legal criminal defense pursuant to this sub-section and terms of the Government Code, EMPLOYEE shall reimburse the CITY for such legal criminal defense funds if EMPLOYEE is convicted of a crime involving an abuse of office or position, as provided by Government Code sections 53243 — 53243.4. c. CITY and EMPLOYEE agree that it is their mutual intent to fully comply with Government Code sections 53243 – 53244, as applicable. Upon conviction as set forth in Government Code sections 7522.72 or 7522.74, EMPLOYEE may forfeit the benefits in accordance with those sections.
EXHIBIT 1
AT-WILL EMPLOYMENT AGREEMENT BETWEEN CITY OF STOCKTON AND STEVE COLANGELO
AS INTERIM CITY MANAGER
d. This Section 8 [INDEMNIFICATION] shall survive termination of this AGREEMENT.
9. BONDING. CITY shall bear the full cost of any fidelity or other bonds the CITY requires of EMPLOYEE under any law or ordinance or otherwise.
10. AMENDMENTS. This AGREEMENT may only be modified in writing and duly authorized and executed by both PARTIES.
11. SEVERABILITY. If any provision of this AGREEMENT is found by a court of competent jurisdiction over the PARTIES to be illegal or unenforceable, the remainder of this AGREEMENT shall not be affected and shall remain in full force and effect to the greatest extent permitted by law, unless the parts found to be illegal or unenforceable are wholly inseparable from the remaining portion of this AGREEMENT.
12. JURISDICTION AND VENUE. Any dispute concerning this AGREEMENT shall be governed by the laws of the State of California, and the PARTIES agree that venue shall be in San Joaquin County, California.
13. ENTIRE AGREEMENT. This AGREEMENT and its Attachment contains the entire agreement of the PARTIES. No promise, representation, warrant or covenant not included in this AGREEMENT has been or is relied on by any PARTY hereto.
14. NOTICE.
Any notices, including change of address of either PARTY during the term of this AGREEMENT, which EMPLOYEE or the CITY shall be required, or may desire, to make pursuant to this AGREEMENT shall be in writing and shall be either handdelivered or sent by prepaid first class mail and addressed as follows:
TO CITY: Mayor
City of Stockton
425 N. El Dorado St
Stockton, CA 95202
TO EMPLOYEE: Steve Colangelo
[Most recent address on file with Human Resources]
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EXHIBIT 1
AT-WILL EMPLOYMENT AGREEMENT BETWEEN CITY OF STOCKTON AND STEVE COLANGELO
AS INTERIM CITY MANAGER
IN WITNESS WHEREOF CITY has caused this AGREEMENT to be signed and executed on its behalf by its Mayor, and duly attested by City Clerk, and EMPLOYEE has signed and executed this AGREEMENT, as of the day and year first above written.
EMPLOYEE
STEVE COLANGELO
INTERIM CITY MANAGER
CITY OF STOCKTON
CHRISTINA FUGAZI
MAYOR
ATTEST:
KATHERINE D. ROLAND, CMC, CPMC
CITY CLERK
APPROVED AS TO FORM:
LORI M. ASUNCION
CITY ATTORNEY
EXHIBIT 1
City of Stockton
City Manager
CLASS CODE 00005 SALARY $167.34 Hourly
$13,387.24 Biweekly
$348,068.16 Annually
REVISION DATE November 23, 2004
DEFINITION
Under policy direction of the City Council, plans, organizes, coordinates and administers through management staff, all City functions and activities; provides policy guidance and coordinates the activities of department heads; fosters cooperative working relationships with civic groups, intergovernmental agencies and City staff; performs related work as assigned.
CLASS CHARACTERISTICS
This class has overall responsibility for policy development, program planning, fiscal management, administration and operation of all City functions, programs and activities. The incumbent is responsible for accomplishing Council/City goals and objectives and for ensuring that the community is provided with desired and mandated services in an effective, cost efficient manner.
PRINCIPAL DUTIES (Illustrative Only)
1. Plans, organizes, coordinates, and directs through City officers, department heads, and support staff the work of the City; coordinates the work of City departments reporting directly to the City Council.
2. Develops and directs the implementation of goals, objectives, policies, procedures, and work standards for the City.
3. Works closely with the Mayor, City Council, boards and commissions, a variety of public and private organizations, and citizen groups in implementing programs and projects to solve identified problems.
4. Advises the City Council on issues and programs; prepares and recommends long-range plans for City services and programs and develops specific proposals for action on current and future City needs.
5. Makes final interpretations of City regulations and various ordinances, codes and applicable laws to ensure compliance.
6. Has responsibility for the preparation and administration of the annual budget for the City.
7. Represents the City in contacts with governmental agencies, community groups, and various business, professional and other organizations directly or through subordinate staff. 1/29/25, 12:18 PM City of Stockton - Class Specification Bulletin https://www.governmentjobs.com/careers/stockton/classspecs/newprint/26105 1/3 ATTACHMENT A EXHIBIT 1
8. Coordinates the preparation of a wide variety of reports or presentations to the City Council or outside agencies.
9. Directs the selection, supervision, and the work evaluation of departmental personnel.
10. Monitors and directs Citywide employee relations staff development and grievance procedures; directs the development and implementation of management systems, procedures and the application of standards for program evaluation on a Citywide basis.
QUALIFICATIONS
Knowledge of:
Administrative principles and methods, including goal setting, program and budget development and implementation and employee supervision;
Principles, practices and program areas related to the management of municipal functions; Applicable legal guidelines and standards affecting City administration; Funding sources impacting program and service development; Social, political, and environmental issues influencing municipal program administration.
Skill in:
Planning, organizing, administering, and coordinating a variety of large and complex municipal services and programs;
Selecting, motivating, and evaluating staff and providing for their training and professional development; Developing and implementing goals, objectives, policies, procedures, work standards, and internal controls; Analyzing complex technical and administrative problems, evaluating alternative solutions and adopting effective courses of action;
Preparing clear and concise reports, correspondence, and other written materials; Establishing and maintaining cooperative working relationships with the City Council, and a variety of citizens, public and private organizations, boards and commissions, and City staff; Exercising sound, independent judgment within general policy guidelines.
Other Requirements:
Must possess a valid California driver's license.
A typical way of gaining the knowledge and skills outlined above is:
1/29/25, 12:18 PM City of Stockton - Class Specification Bulletin https://www.governmentjobs.com/careers/stockton/classspecs/newprint/26105 2/3 ATTACHMENT A EXHIBIT 1
Equivalent to graduation from a four-year college or university and substantial management and administrative experience in a large municipal government or similar public agency setting.
HISTORICAL NOTE
Established: 07/01/1923
Resolution: CC 6113
Exempted: 04/14/1941
Ordinance: 1606
Spec Amended: 03/21/1968
Resolution: CS 3827
Exempted: 11/12/1985
Resolution: CC85-0684
Exempted: 11/12/1985
Resolution: CC85-0684
Unit: Unrepresented/CM
Employment Status: At-Will
FLSA Status: Exempt
CS Status: Unclassified
1/29/25, 12:18 PM City of Stockton - Class Specification Bulletin https://www.governmentjobs.com/careers/stockton/classspecs/newprint/26105 3/3 ATTACHMENT A EXHIBIT 1
City of Stockton
Legislation Text
File #: 25-0112, Version: 1
MAYORAL APPOINTMENTS TO COUNCIL COMMITTEES AND COMMITTEE
STRUCTURE/FUNCTION ROSTER AMENDMENT
RECOMMENDATION
It is recommended that the City Council approve a resolution amending the Mayoral Appointments to Council Committees and Committee Structure/Function roster effective immediately.
Summary
Charter Article XI, Section 1102 states that the Mayor has the power and duty to appoint members to advisory boards and commissions. The Charter requires that such appointments be made with the advice and consent of the City Council.
The Mayor has selected Councilmember Michael Blower to serve as Alternate on the AVA Community Energy Authority. This amendment to the roster is reflected in Exhibit 1 of the Resolution.
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Resolution No.
STOCKTON CITY COUNCIL
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RESOLUTION APPROVING MAYORAL APPOINTMENTS TO COUNCIL
COMMITTEES AND COMMITTEE STRUCTURE/FUNCTION ROSTER
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:
1. The Mayoral Appointments to Council Committees and Committee Structure/Function Roster are hereby approved as set forth on Exhibit 1 attached hereto and incorporated by this reference.
PASSED, APPROVED and ADOPTED February 4, 2025 .
CHRISTINA FUGAZI
Mayor of the City of Stockton
ATTEST:
KATHERINE ROLAND, CMC, CPMC
City Clerk City of Stockton
Council Appointments
Committee Position Appointee
Ad Hoc Committee on Homelessness Chair Michele Padilla
Vice-Chair Brando Villapudua
Member Mariela Ponce
Alternate Michael Blower
Audit Chair Jason Lee
Vice-Chair Michele Padilla
Member Michael Blower
Alternate Mario Enríquez
Budget Chair Christina Fugazi
Vice-Chair Jason Lee
Member Mariela Ponce
Alternate Michael Blower
Community Improvement and Crime Prevention Chair Michael Blower Vice-Chair Brando Villapudua
Member Mariela Ponce
Alternate Mario Enríquez
Charter Review Ad Hoc Chair Michele Padilla
Vice-Chair Mariela Ponce
Member Jason Lee
Alternate Mario Enríquez
Legislation/Environmental Chair Mario Enríquez
Vice-Chair Michele Padilla
Member Jason Lee
Alternate Michael Blower
Water Chair Brando Villapudua
Vice-Chair Michael Blower
Member Mario Enríquez
Alternate Mariela Ponce
EXHIBIT 1
California State University Stockton Center Site Authority Member Christina Fugazi Member Mario Enríquez
Member Michael Blower
Alternate Member Brando Villapudua
City-County Coordinating Committee Member Christina Fugazi Member Michele Padilla
City-County Port Liaison Member Jason Lee
City-County Transit District Liaison Member Michael Blower Member Brando Villapudua
City of Stockton and Lincoln Unified School District 2x2 Joint Committee Member Mario Enríquez Member Michael Blower
City of Stockton and Lodi Unified School District 2x2 Joint Committee Member Michele Padilla Member Mariela Ponce
City of Stockton and Manteca Unified School District 2x2 Joint Committee Member Jason Lee Member Christina Fugazi
City of Stockton and Port of Stockton 3x3 Joint Committee Member Christina Fugazi Member Jason Lee
Member Mario Enríquez
City of Stockton and Stockton Unified School District 3x3 Joint Committee Member Christina Fugazi Member Jason Lee
Member Michele Padilla
EXHIBIT 1
City Selection Committee Member Christina Fugazi
Alternate Michele Padilla
AVA Community Energy Authority Member Christina Fugazi
League of CA Cities Central Valley Division Executive Committee Member Michael Blower Alternate Member Mario Enríquez
League of CA Cities Legislative Liaison Member Mario Enríquez - Senator McNerney Member Jason Lee - Assembly Member Ransom
Eastern San Joaquin Groundwater Authority (GWA) Member Michael Blower Alternate Member Brando Villapudua
2nd Alternate MUD Director or Designee
San Joaquin Area Flood Control Agency (SJAFCA) Chair Brando Villapudua Member Michael Blower
Alternate Member Mariela Ponce
San Joaquin Council of Governments Board (SJCOG) Member Christina Fugazi Member Mario Enríquez
Member Mariela Ponce
Alternate Member Michele Padilla
San Joaquin County Advisory Water Commission Member Michael Blower Alternate Member Brando Villapudua
San Joaquin Area Flood Control and Water Conservation District Member Brando Villapudua Member Michael Blower
Member MUD Director or Designee
San Joaquin Partnership Board of Directors Member Jason Lee Stockton Convention and Visitors Bureau (SCVB) Ex Officio Member Michael Blower Stockton Parks & Recreation Commission Member Michelle Padilla EXHIBIT 1
Alternate Member Michael Blower
Tri-Valley - San Joaquin Valley Regional Rail Authority Member Christina Fugazi Local Area Formation Commission (LAFCO) Member Christina Fugazi EXHIBIT 1
City of Stockton
Legislation Text
File #: 25-0096, Version: 1
ADOPT A RESOLUTION APPOINTING A MEMBER TO THE MEASURE W OVERSIGHT
COMMITTEE
RECOMMENDATION
It is recommended that the City Council adopt a resolution ratifying the appointment to the Measure W Committee of Gregory Bahr for a partial term commencing immediately and ending on January 31, 2027
DISCUSSION
Background
The Measure W Oversight Committee was established April 26, 2005, by City Council Resolution 05- 0171 pursuant to the Stockton Safe Neighborhood Gang and Drug Prevention Police/Fire Response Measure Program Guidelines. The Committee is tasked with insuring that monies received from the sales and use tax enacted based on Measure W are being spent in accordance with the requirements outlined in the Measure. The Committee considers oral reports by City staff and other involved persons concerning the use of Measure W monies, reviews the annual audit and adopts an annual report which is presented to the City Council.
Eligibility Requirements
Members who desire to serve on this committee must reside within the City’s geographic boundary and not be an employee, vendor, contractor, or consultant actively conducting business with the City.
After appointment to the committee, members must complete a Statement of Economic Interest form 700 within 30 days of appointment.
Present Situation
Councilmember Blower has reviewed applications and made the following nomination for appointment:
Councilmember Blower, District 3 - Gregory Bahr
Upon Council adoption their term will be effective immediately and will complete what will be considered a partial term on January 31, 2027.
FINANCIAL SUMMARY
There is no direct fiscal impact with this appointment as the members of this committee receive no remuneration.
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File #: 25-0096, Version: 1
Attachment A - Redacted Application
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Submit Date: Nov 03, 2024
Email Address
First Name Middle
Initial
Last Name
Street Address
City State Postal Code
Primary Phone Alternate Phone
Employer Job Title Occupation
Application for appointment and background information for City of Stockton Boards, Commissions, and Committees
Profile
Ethnicity
Gender
What district do you live in? *
District 3
The City of Stockton uses email as the preferred method of communication regarding your application. Is this acceptable to you?
Yes No
Employer Address
Are you currently serving on a City of Stockton Board, Commission, or Committee?
Yes No
Gregory E Bahr
Stockton CA
Gregory E Bahr
ATTACHMENT A
If yes, please list
Measure W Oversight Committee Charter Review Advisory Commission Which Boards would you like to apply for?
Measure W Oversight Committee: Submitted
Question applies to multiple boards
NOTE: This Board requires membership with one of the following groups. If none, please remove board from your application. Are you knowledgeable, have experience in, or extensive background in any of the following areas? Select all that apply. *
Active in community activities significant enough to confirm knowledge of issues and individuals within the community
Possess decision-making abilities
Willingness to tolerate/promote change
I have been a resident of Stockton for at least 3 years.
Yes No
Question applies to Strong Communities Advisory Committee,Measure W Oversight Committee Do you reside within Stockton’s geographic boundary?
Yes No
Question applies to Strong Communities Advisory Committee,Measure W Oversight Committee Are you an employee of any vendor, contractor or consultant doing business with the City of Stockton?
Yes No
Interests & Experiences
Please tell us about yourself and why you want to serve.
I am passionate about my city. I have served on the Chief of Police's Community Advisory Board since its inception. That board is currently dormant. I have also served as the President of the University Neighborhood Renaissance Committee. I have served on the Measure W Oversight Committee and the Charter Review Advisory Board.
Gregory E Bahr
ATTACHMENT A
Please state the reason you would like to be a member of this board/commission.
Stockton is my home. I'm enjoy sharing my abilities and passions in service to my community.
Have you served on an advisory group before?
Yes No
If yes, please explain.
I have served on the following: Chief of Police's Community Advisory Board Measure W Oversight Committee Charter Review Advisory Board
How did you hear about the position?
Local news and city council meetings
City Council Policy 100-2 states that Commissioners are required to attend meetings on a regular basis. If appointed, will you be able to attend meetings regularly and devote the time necessary to fulfill your duties as a member?
Yes No
Do you or immediate family members have any relationship (professional, financial, other) that may present a potential conflict of interest for this advisory group?
Yes No
Background Information
Based on your best judgment, does this Commission make decisions that may affect any sources of income, interests in real property, or investments of you or your spouse?
Yes No
Voter Registration (Questions appear if required)
Submit Application
Gregory E Bahr
ATTACHMENT A
Enter Your Initials:
GEB
Date Signed
11-2-24
Gregory E Bahr
ATTACHMENT A
Resolution No.
STOCKTON CITY COUNCIL
RESOLUTION APPOINTING A MEMBER TO THE MEASURE W OVERSIGHT
COMMITTEE
Positions on the Measure W Oversight Committee are directly appointed by City Councilmembers with terms that coincide with the appointing Councilmember; and Councilmember Blower has reviewed applications and will appoint Gregory Bahr to the Measure W Oversight Committee to a term commencing immediately; now, therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:
1. Gregory Bahr is found to meet the criteria for appointment and is authorized to serve as a member on the Measure W Oversight Committee with an appointment to commence immediately and end January 31, 2027.
PASSED, APPROVED and ADOPTED February 4, 2025 .
CHRISTINA FUGAZI
Mayor of the City of Stockton
ATTEST:
KATHERINE ROLAND, CMC, CPMC
City Clerk, City of Stockton
City of Stockton
Legislation Text
File #: 25-0086, Version: 1
APPROVAL OF CITY COUNCIL MINUTES
RECOMMENDATION
Approve the minutes from the City Council meetings of December 10, 2024 Attachment A - 2024-12-10
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City of Stockton
Legislation Text
File #: 25-0094, Version: 1
SECOND AMENDMENT TO THE 2025 CITY COUNCIL/SUCCESSOR AGENCY/STOCKTON
PUBLIC FINANCING AUTHORITY/STOCKTON PARKING AUTHORITY MEETING CALENDAR
RECOMMENDATION
It is recommended that the City Council, Successor Agency, Stockton Public Financing Authority, and Stockton Parking Authority adopt by motion the revised 2025 Concurrent City Council/Successor Agency/Stockton Public Financing Authority/Stockton Parking Authority Meeting Calendar.
Summary
The second amendment to the 2025 meeting calendar is being proposed to address scheduling the Annual Strategic Planning Workshop.
DISCUSSION
Background
By Motion 2024-11-19-1216, the Stockton City Council approved the 2025 Concurrent City Council/Successor Agency/Stockton Public Financing Authority/Stockton Parking Authority Meeting Calendar. After its approval, staff was informed of a scheduling conflict regarding the January 28, 2025 meeting. A subsequent calendar amendment to address the January conflict was approved by Motion 2024-12-10-0608.
This second amendment to the 2025 meeting calendar is being proposed to address scheduling the Annual Strategic Planning Workshop.
Present Situation
Prior to 2020, the City contracted a third party outside facilitator to coordinate and host the Annual Planning Workshop. From 2020 through 2024, the City Manager’s Office led efforts to coordinate and facilitate the workshop each February. The previously approved 2025 meeting calendars held special meeting dates in February 2025 for the Annual Strategic Planning and Goal Setting Workshop.
Since coming on board in January, the Mayor and Council have asked staff to return to contracting with a third party to facilitate the workshop. In order to allow time for an appropriate procurement process, and coordinate with the potential facilitators schedule, the February special meeting dates are being removed from the calendar. In its place, an additional regular business meeting is being added on Tuesday, February 18, 2025.
A procurement process, allowing the Councilmembers to select a facilitator, is underway.
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File #: 25-0094, Version: 1
Aside from removing the special meetings in February, and adding in a regular meeting on February 18, 2025, the calendar remains the same.
FINANCIAL SUMMARY
There is no direct financial impact to the City with this action.
Attachment A - 2025 Stockton City Council Meeting Calendar (3rd version) City of Stockton Page 2 of 2 Printed on 1/29/2025
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DRAFT DRAFT
ATTACHMENT A
City of Stockton
Legislation Text
File #: 25-0078, Version: 1
ADOPT A RESOLUTION NAMING NORTHEAST LIBRARY & COMMUNITY CENTER AND THREE
NEW PARK SITES
RECOMMENDATION
It is recommended that the City Council adopt a resolution:
1. Authorizing the City Manager to process the naming of the “Northeast Library & Community Center” as “Ursula Meyer Library & Community Center”;
2. Authorizing the City Manager to process the naming of the park site located at Westlake Drive and Scott Creek Drive as “Inspiration Park - in memory of Officer Jimmy Inn and Fire Captain Max Fortuna”;
3. Authorizing the City Manager to process the naming of the park site located at Valens Way and Orbison Lane as “Hadley Park - in memory of Carol Naomi Trujillo Hadley”;
4. Authorizing the City Manager to process the naming of the park site located at Parliament Street and Skynyrd Way as “Harmony Park”;
5. Authorizing the City Manager to take other actions which are necessary and appropriate to carry out the purpose and intent of this Resolution.
Summary
This staff report presents recommendations for naming the Northeast Library & Community Center and three new park sites. The naming process followed the City's Naming of City Facilities, Parks, and Property Directive 15.02 (Attachment A - Naming of Facilities Policy). Public engagement resulted in 150 complete applications across two nomination periods, and the Naming Committee met on multiple occasions to review submissions and finalize selections. The recommended names honor community heroes, cultural themes, and public service legacies. Approving these names will enhance community identity, facilitate wayfinding, and support public engagement with these new spaces.
DISCUSSION
Background
The Northeast Library & Community Center and multiple park sites require official names to facilitate signage, marketing, and community engagement. The process for naming these facilities adhered to the City's Naming of City Facilities, Parks, and Property Directive 15.02, which establishes guidelines City of Stockton Page 1 of 2 Printed on 1/29/2025
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File #: 25-0078, Version: 1
and criteria for naming public assets (Attachment A - Naming of Facilities Policy).
The City engaged the community to establish nomination lists. The Northeast Library & Community Center nomination period was open from April 13, 2023 to June 16, 2023, during which 81 complete applications were received. The Naming Committee convened on June 21, 2023, and October 18, 2023 to review submissions. The parks’ nomination period was open from July 21, 2024 to September 30, 2024, yielding 69 complete applications. The Naming Committee met on January 16, 2025 to finalize recommendations.
Based on the criteria and community feedback, the following names are recommended:
The Northeast Library & Community Center be named "Ursula Meyer Library & Community Center." This honors Ursula Meyer for her significant contributions to education and literacy advocacy in the community.
The Park at Westlake Drive and Scott Creek Drive be named "Inspiration Park - in memory of Officer Jimmy Inn and Fire Captain Max Fortuna." The name commemorates the service and sacrifice of Officer Jimmy Inn and Fire Captain Max Fortuna. Jimmy Inn served in the Stockton Police Department and was killed in the line of duty in May 2021. Fire Captain Max Fortuna served the Stockton Fire Department for 21 years and was shot and killed while operating at a fire.
The Park at Valens Way and Orbison Lane be named "Hadley Park - in memory of Carol Naomi Trujillo Hadley." The name recognizes Carol Naomi Trujillo Hadley’s 30 years of dedication to public service and community development. Carol Naomi Trujillo Hadley was a United States Air Force veteran, a devout member of her church, held various political positions, and was active in various Stockton and San Joaquin County community organizations.
The Park at Parliament Street and Skynyrd Way be named "Harmony Park." This name reflects the musical theme of the surrounding streets, which are named after musicians and bands.
Present Situation
Construction of the Northeast Library & Community Center is ready for official naming. Similarly, the park sites at Westlake Drive and Scott Creek Drive, Valens Way and Orbison Lane, and Parliament Street and Skynyrd Way are being developed and require formal names for signage, directories, and promotional materials.
FINANCIAL SUMMARY
There are no financial impacts to the general fund from this action.
Attachment A - Naming of Facilities Policy
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SUBJECT: NAMING, CITY FACILITIES, PARKS, PROPERTY NUMBER: 15.02 RESPONSIBLE OFFICER:
City Manager
EFFECTIVE DATE:
Octoper 10, 2022
DIRECTIVE OWNER:
City Manager
LAS
d-tJ!:erU7P,D2AOOT8ED:
DIRECTIVE CONT ACT:
City Manager's Office ' )
k!:I Tl 7% '% _
'_; Y 1!Sack
DIRECTIVE 'c,)-
The purpose of this directive is to establish uniform guidelines for the naming of City facilities, parks, and other City property. This directive does not apply to naming City streets and facilities designated for naming rights.
RELEV ANT AUTHORITY
City Charter Section 1201
RELATED CITY POLICIES
Naming of City Facilities, Parks, and Property 15.02.01 0
RELATED CITY PROCEDURES
Naming of City Facilities 15. 02.01 0. 01
FREQUENTLY ASKED QUESTIONS
N/A
UPDATE HISTORY
01/02/1974 - Adopted by Resolution No. 30,999
08/22/1977 -AmertdedbyResolutionNo. 34,445
01/02/1985 -AmendedbyResolutionNo. 85-0015
10/10/2000 -Amended by Resolution No. 00-0495
05/07/2002 -Amended by Resolution No. 02-0361
10/07/2008 - Amended by Resolution No. 08-0407
ATTACHMENT A
NAMING OF CITY Fh5itmffis,' Pants', ,15.0:2JOiO
SUBJECT: NAMING, CITY FACILITIES, PARKS, PROPERTY NUMBER: 15.02.010 RESPONSIBLE OFFICER:
City Manager
EFFECTIVE DATE:
October 10, 2022
POLICY OWNER:
Director of Community Services
L.ASl
Or:toq
' UPDATED:
er 7, 2008
POLICY CONT ACT:
Director of Community Services
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POLICY
1 ) Naming of City facilities, parks and buildings within parks, and other designated properties are subject to approval by the City Council.
2) A list of nominated names for facilities, parks, and properties (the "Master List") will be established by the City Manager and maintained by the Community Services Department ("Department") 3) Staff in the Department with responsibility for the facility, park, or property will facilitate the naming process in accordance with 15.02.010.01. Naming must adhere to geographic, topographic, or historical significance generally recognized and known within the City of Stockton or San Joaquin County. In considering naming, staff shall solicit help from historical societies, cultural organizations, or other groups having knowledge or the area.
4) Where there is a desire to name a new facility, park, or property after an individual, group, or entity, the City Council may choose to do so directly, or consider a recommendation from the ad hoc Naming Committee selected by the City Manager in accordance with the procedures outlined in 15.02.010.01.
A) The Naming Committee is responsible for reviewing applications submitted for naming and making recommendations to the City Council. The Naming Committee may not put forward their own recommendation.
B) The Naming Committee may choose not to make a recommendation after reviewing submitted nominations.
5) The following criteria must be considered when nominating and reviewing an application for naming after an individual, group, or other entity:
A) A nominee should have a direct connection to the facility, through providing significant financial support or a significant level of service to the facility to be named. A significant level of service is measured by at least 25 years of dedicated service, a measurable positive impact on the residents of Stockton, or contributions to the community through major development or enhancement of facilities or programs.
B) A nominee should be viewed as a role model in the community as evidenced by support from at least two recognized local community organizations.
C) In the case of individuals, a nominee must have been deceased for at least one year. 6) Names of individuals or groups nominated should not be those which have received significant recognition previously.
ATTACHMENT A
7) Naming is an honor that is intended to be permanent. However, in certain circumstances where the historical record reveals new information, or when there is extraordinary community support, renaming of existing City facilities may be considered. Nominations to rename an existing City facility must include a detailed explanation of why renaming is warranted. The nomination for renaming must also adhere to the criteria outlined in section 5 above.
A) Those City facilities, parks, or properties already named shall not be subject to renaming as a result of a financial contribution.
B) Renaming process will follow the same procedures as outlined in 15.02.010.01. 8) Where the naming of a City of Stockton facility, facility component, park, or other City property is later considered to place the City of Stockton in a negative or embarrassing light, the City Council may choose to revoke the honor.
9) General nominations, those nominations that do not specify property to be named, will be accepted at any time. When a new facility, park, or property is identified to be named, there will be a public announcement followed by a nomination period of no less than 60 days for the submission of names for the specific facility, park, or property.
10) All nominations will remain on the Master List for naming future facilities, parks, or properties for three years from the date the nomination was submitted.
RESPONSIBILITIES
Outlining responsibilities including delegation.
RELEV ANT AUTHORITY
City Charter Section 1201
RF,LATED CITY POLICIES
RELATED CITY PROCEDURES
Naming of City Facilities 15.02.01 0.01
RELATED FORMS, DOCUMENTS, OR LINKS
Application for Naming a City Facility, Park, or Property
FRF,QUENTLY ASKED QUESTIONS
N/A
ATTACHMENT A
UPDATE HISTORY
01/02/1974 - Adopted by Resolution No. 30,999
08/22/1977 -AmendedbyResolutionNo. 34,445
01/02/1985 -AmendedbyResolutionNo. 85-0015
10/10/2000 -Amended by Resolution No. 00-0495
05/07/2002 -Amended by Resolution No. 02-0361
10/07/2008 -AmendedbyResolutionNo. 08-0407
)OUXX/XXXX - Repealed and Replaced
ATTACHMENT A
SUBJECT: NAMING, CITY FACILITIES, PARKS, PROPERTY NUMBER: 15.02.010.01 RESPONSIBLE OFFICER:
City Manager
EFFECTIVE DATE:
October 10, 2022
PROCEDURE OWNER:
Director of Community Services
LAST UPDATED:
Oyto+r 7, 2008
PROCEDURE CONT ACT:
Director of Community Services i
LThf' !.. ,,.
jFlCYEl) .
PURPOSE
When a new facility, park or other property is constructed, or when a suggestion for facility naming or renaming is submitted in writing to the City Manager, an ad hoc Naming Committee comprised of seven members will be convened at the direction of the City Manager. The Committee will be responsible for reviewing all applications for naming after an individual or group. The Committee will make recommendations to the City Council for approval based on their review. The Community Services Department will act as the staff lead for the Committee.
PROCEDURE
1 ) Nominations for individuals and organizations to be considered for future City facility, park, or property will be open continuously. For each specific naming opportunity, it will be the responsibility of the City Manager to appoint an ad hoc Naming Committee and to declare an open nomination period to last no less than 60 calendar days. All applications must be submitted in writing to the City Manager for review by the Naming Committee.
2) To be considered, the nominee must be recommended by at least two community organizations.
Organizations and individuals may not nominate themselves. Nominations must attach signed letters from each organization's administrative body (Executive Director, Chairman of the Board, etc.) supporting the nomination. The letter should be on organization letterhead and include the name, address, and contact information for the organization.
3) The Naming Committee may consist of representatives from the Parks and Recreation Commission, Stockton Arts Commission, Cultural Heritage Board, Planning Commission, and up to three City of Stockton staff. Additional representatives may be added to ensure a thorough vetting or the nominees. 4) The Naming Committee will be responsible for approving and including the nominated names on an active Master List. The names on the Master List will be active for three years. Names removed after three years may not be precluded from being nominated again.
5) For the nomination to be accepted, the nominee must meet the criteria for a significant level of financial support or service to the City. A significant level of service is measure by at least 25 years of dedicated service, a measurable positive impact on the residents of Stockton, or contributions to the community through major development or enhancement of facilities or programs. All accepted nominees will be
ATTACHMENT A
forwarded to the Naming Committee at the City Manager's direction. Community Services Department will serve as the staff lead for the Committee.
6) Individual and group nominees that meet the criteria for a significant level of service must be nominated by a minimum or two recognized City of Stockton organizations. Nominations must be approved at a regular meeting of the organization's administrative body such as a Board of Directors. Organizations may not nominate themselves. Examples of recognized organizations include school boards, non-profit organizations, chambers of commerce, alumni associations, service organizations and other similar community organizations. Organizations are not required to have 501(c)(3) status. 7) The Naming Committee will develop a recommendation to be presented to the City Council for approval.
The Committee may recommend against naming a facility for an individual or group in favor of a name with geographic, historical, or topographical significance. However, the Naming Committee may not recommend naming for an individual or group for whom no application has been submitted. 8) The official name and signage language or the City Facility, park, or property will be approved by a majority vote of the City Council at a regularly scheduled Council meeting. 9) Following approval, City staff, in consultation with the entity that requested the naming, will be responsible For selecting the appropriate signage material, lettering, signage location, and installation. 10) Signage costs for naming will be borne by the City. 1l)When the City Council determines that a significant financial contribution has been made towards the development or an agreement has been entered into for the project to be named, the Council may authorize the naming of the facility after the contributor, private citizen, or business entity, bypassing steps 2-5.
RELEV ANT AUTHORITY
City Charter Sectionl20l
RELATED CITY POLICIES
15.02.010
RELATED FORMS, DOCUMENTS, OR LINKS
Application for Naming a City Facility, Park, or Property
FREQUENTLY ASKED QUESTIONS
N/A
UPDATE HISTORY
01/02/1974 -Adopted byResolutionNo. 30,999
08/22/1977 - Amended by Resolution No. 34,445
01/02/1985 -AmendedbyResolutionNo. 85-0015
10/10/2000 -AmendedbyResolutionNo. 00-0495
ATTACHMENT A
05/07/2002 - Amended by Resolution No. 02-0361
10/07/2008 - Amended by Resolution No. 08-0407
XX/XX/XXXX - Repealed and Replaced
ATTACHMENT A
CITY OF STOCKTON
APPLICATION FOR NAMING A CITY FACILITY,
PARK, OR PROPERTY
Applicant Information
Name:
Organization:
Address:
Phone:
Email:
Nominee Information
What is the name of the person or organization you are nominating? What facility, park, or property are you proposing for naming? Location address:
Current location name:
Proposed name:
ATTACHMENT A
Please answer the following questions:
1. If the nominee is an individual, has the nominee been deceased for more than one (1 ) year? If the nominee is not an individual, check "N/A" g YES [1 NO g N/A
2. The individual or group being nominated should have a relationship to the facility, park, or property being named. Please indicate the relationship (check all that apply):
[1 Historic [1 Geographic [21 Individual g Financial
3. Does the nominee have an existing facility, park, or property already in their name?
g YES g NO [1 N/A
If yes, please provide the exact location.
On a separate sheet of paper, please attach a response to the following questions. Please limit your response to one-page per question.
4. The nominated individual or group should have a direct connection to the facility to be named, through providing significant financial support or a significant level of service. A significant level of service is measured by at least twenty-five (25) years of dedicated service, a measurable positive impact on the residents of Stockton, or contributions to the community through major development or enhancement of facilities or programs.
Please explain how the nominee fulfills these criteria.
5. The nominated individual or group should be viewed as a role model in the community as evidenced their accomplishments and positive impact on the lives of Stockton residents. Please explain how the nominee meets these criteria.
ATTACHMENT A
Community Recommendation
To be considered, the nominee must be recommended by at least two community organizations. Organizations and individuals may not nominate themselves. Please attach a signed letter from each organization's administrative body (Executive Director, Chairman of the Board, etc.) supporting the nomination. The letter should be on organization letterhead and include the name, address, and contact information for the organization.
Submit this application, along with all supporting documentation to [email protected]. If you have questions about this application, please contact the Community Services Department at 209.937.8206 What Happens Next?
* City staff will review your application to confirm requirements are met. * Nomination will be forwarded to the City Manager for official inclusion on the list of names to be considered for future naming of a City facility, park, or property.
* City Manager will appoint an ad hoc Naming Committee to review all applications or staff recommendations For naming this location. * The ad hoc Naming Committee will make a recommendation to the City Council for naming of the location.
* If the City Council approves the recommendation, staff will consult with you to select the appropriate signage material, lettering, and signage location. Staff has final decision-making authority on this matter. * Any signage costs will be borne by the City.
ATTACHMENT A
Resolution No.
STOCKTON CITY COUNCIL
RESOLUTION NAMING THE NORTHEAST LIBRARY & COMMUNITY CENTER AND
THREE NEW PARK SITES
The Northeast Library & Community Center and multiple park sites are in need of official names; and
The naming process adhered to the City’s Naming of City Facilities, Parks, and Property Directive 15.02, involving extensive public engagement and careful consideration of nominations to reflect community values and honor distinguished service; and
The Northeast Library & Community Center’s recommended name, "Ursula Meyer Library & Community Center" honors Ursula Meyer for her significant contributions to education and literacy advocacy; and
The Park at Westlake Drive and Scott Creek Drive’s recommended name, "Inspiration Park – in memory of Officer Jimmy Inn and Fire Captain Max Fortuna" commemorates the service and sacrifice of Officer Jimmy Inn of the Stockton Police Department, who was killed in the line of duty in May 2021, and Fire Captain Max Fortuna of the Stockton Fire Department, who served 21 years and was killed while operating at a fire; and
The Park at Valens Way and Orbison Lane’s recommended name, "Hadley Park – in memory of Carol Naomi Trujillo Hadley," recognizes her 30 years of dedication to public service, her military service as a United States Air Force veteran, and her active participation in Stockton and San Joaquin County community organizations; and The Park at Parliament Street and Skynyrd Way’s recommended name, "Harmony Park," reflects the musical theme of the surrounding streets; now, therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:
1. The Northeast Library & Community Center shall be named "Ursula Meyer Library & Community Center."
2. The park site located at Westlake Drive and Scott Creek Drive shall be named "Inspiration Park – in memory of Officer Jimmy Inn and Fire Captain Max Fortuna."
3. The park site located at Valens Way and Orbison Lane shall be named "Hadley Park – in memory of Carol Naomi Trujillo Hadley."
4. The park site located at Parliament Street and Skynyrd Way shall be named "Harmony Park.”
5. The City Manager, or designee, is authorized to take whatever actions are necessary and appropriate to carry out the purpose and intent of this Resolution.
PASSED, APPROVED, and ADOPTED February 4, 2025 .
CHRISTINA FUGAZI
Mayor of the City of Stockton
ATTEST:
KATHERINE ROLAND, CMC, CPMC
City Clerk of the City of Stockton
City of Stockton
Legislation Text
File #: 24-0257, Version: 1
RESOLUTION AUTHORIZING THE SUMMARY VACATION OF A PORTION OF RIGHT-OF-WAY AT “D” STREET AND RESERVING A PUBLIC UTILITY EASEMENT
RECOMMENDATION
It is recommended that the City Council adopt a resolution:
1. Authorizing a summary vacation of a portion of the public right-of-way at “D” Street.
2. Authorizing the reservation of a public utility easement.
3. Authorizing the filing of Notice of Exemption No. 43-24 under the California Environmental Quality Act for the vacation of a portion of the public right-of-way at “D” Street.
Authorizing the City Manager, or designee, to take all the necessary and appropriate actions to carry out the purpose and intent of this resolution.
Summary
The applicant, Liberty Investments, LLC, is requesting the vacation of a portion of the public right-ofway at “D” Street. The proposed vacation area is impassable to public vehicle traffic and no public money has been expended on maintenance. Presently, there are utilities in the proposed vacation area, and a public utility easement will be reserved over the area to accommodate them.
In addition, fee title to the surrounding parcels is owned by the applicant. As a result of these considerations, staff recommends approval of the summary vacation.
DISCUSSION
Background
The applicant owns the real property at 103 North E. Street and 2101 East Weber Avenue, adjacent to the proposed vacation area. The proposed vacation area is on the north side of Weber Avenue, at the terminus of “D” Street, adjacent to the Stockton Terminal & Eastern Railroad line (Attachment A - Vicinity Map and Attachment B - Aerial Map).
The applicant is requesting the vacation of approximately 0.52 acres of City right-of-way in order to facilitate a merger application for assessor parcel numbers 153-111-03 & 153-180-01. The processing of a summary vacation is consistent with the California Streets and Highway Code.
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File #: 24-0257, Version: 1
Present Situation
The applicant is the owner of the adjacent parcels to the proposed vacation area. The proposed area to be vacated consists of approximately 0.52 acres.
The Public Works, Community Development, Municipal Utilities, Police and Fire Departments, and local utilities were notified of the proposed vacation at this site, and no objections were received. The local utilities and departments’ non-objection are required to confirm support for the proposed vacation at the site and to ensure there will be no negative impact to any departmental or agency functions.
The City may perform this proposed vacation as a summary vacation under Division 9, Part 3, Section 8331, of the California Streets and Highway Code, and a public hearing is not required. Code section 8331, in relevant part, provides that:
“The legislative body of a local agency may summarily vacate a street or highway if both of the following conditions exist: (a) For a period of five consecutive years, the street or highway has been impassable for vehicular travel. (b) No public money was expended for maintenance on the street or highway during such period.”
The proposed vacation conforms with California Streets and Highway Code Section 8331, in that the area has been impassable for vehicular travel for five consecutive years and the City has spent no public funds to maintain the area in the last five years.
It is recommended that the City Council approve the proposed resolution vacating approximately 0.52 acres of City right-of-way on a portion of “D” Street as described in Exhibit 1 and Exhibit 2.
ENVIRONMENTAL CLEARANCE
The Community Development Department has determined that this action/project is exempt from the requirements of the California Environmental Quality Act (CEQA) and is granted a ’general rule exemption’ under Section 15061(b)(3) of the State CEQA Guidelines since there is no possibility that the activity in question would have significant effect on the environment, and the activity is not subject to CEQA.
In accordance with Section 65402 of the Government Code, the Community Development Department further determined that this activity conforms to the City’s General Plan Policy Document, as amended.
FINANCIAL SUMMARY
The applicant, Liberty Investment, LLC, has paid the necessary fees to process this proposed vacation. There is no fiscal impact to the City.
Attachment A - Vicinity Map
Attachment B - Aerial Map
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City of Stockton, CA December 31, 2024
Vicini ty Map - D Street
MAP FOR REFERENCE ONLY
NOT A LEGAL DOCUMENT
City of Stockton, CA makes no claims and no warranties, expressed or implied, concerning the validity or accuracy of the GIS data presented on this map.
Geometry updated 05/03/2023
Data updated 05/01/2023
Print map scale is approximate.
Critical layout or measurement
activities should not be done using
this resource.
1" = 325.0947120844182 ft
ATTACHMENT A
City of Stockton, CA December 31, 2024
Aerial Map - D Street
MAP FOR REFERENCE ONLY
NOT A LEGAL DOCUMENT
City of Stockton, CA makes no claims and no warranties, expressed or implied, concerning the validity or accuracy of the GIS data presented on this map.
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ATTACHMENT B
Resolution No.
STOCKTON CITY COUNCIL
RESOLUTION AUTHORIZING THE SUMMARY VACATION OF A PORTION OF PUBLIC RIGHT-OF-WAY AT “D” STREET AND RESERVING A PUBLIC UTILITY
EASEMENT
The proposed abandonment area is located on a portion of “D” Street and Weber Avenue; and
Liberty Investment, LLC, the adjacent property owner, is requesting the vacation of a portion of right-of-way in order to facilitate a merger application for assessor parcel numbers (153-111-03, & 153-180-01); and
The City may perform a summary vacation under Division 9, Part 3, section 8331 of the California Streets and Highway Code and a pubic hearing is not required when the area has been impassable for vehicular travel for at least five years and no public money was expended for maintenance during such period; and
All City Departments and local utilities were notified and provided an opportunity to object to the proposed vacation if it were to negatively impact departmental or agency functions, and there were no objections to the proposed abandonment; and The Community Development Department has determined that this action/project is exempt from the requirements of the California Environmental Quality Act (CEQA) and is granted a “Categorical Exemption” per CEQA Guidelines by section 15061(b)(3); now, therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:
1. This action is taken pursuant to Division 9, Part 3, Chapter 4 of the California Streets and Highways Code section 8331, the Summary Vacation Procedure of the Public Streets, Highways, and Service Easements Vacation Law.
2. That all City Departments and local utilities were notified and there were no objections to the proposed vacation.
3. It is hereby found and determined that the subject property meets the criteria set forth in the Streets and Highways Code section 8331, provided below in relevant parts:
“The legislative body of a local agency may summarily vacate a street or highway if both of the following conditions exist: (a) For a period of five consecutive years, the street or highway has been impassable for vehicular travel. (b) No public money was expended for maintenance on the street or highway during such period.”
4. The City Council hereby authorizes that the public right-of-way located on a portion of D Street, more particularly described in Exhibits 1 & 2, attached hereto and incorporated by reference, is hereby declared to be vacated.
5. That the City Manager is authorized to approve the filing of Notice of Exemption No. 43-24 under CEQA, a copy of which is attached as Exhibit 3, attached hereto and incorporated by reference.
6. In accordance with section 65402 of the Government Code, this project/activity conforms to the City’s General Plan Policy Document, as amended.
7. Liberty Investment, LLC, has paid the necessary fees to process this vacation.
8. That the subject area remains subject to all easements of record, as specified in Exhibit 1, attached hereto and incorporated by reference.
9. The City Manager is hereby authorized to take whatever actions are necessary and appropriate to carry out the purpose and intent of this Resolution.
PASSED, APPROVED, and ADOPTED: February 4, 2025 .
CHRISTINA FUGAZI
Mayor of the City of Stockton
ATTEST:
KATHERINE ROLAND, CMC, CPMC
City Clerk of the City of Stockton
EXHIBIT 1
EXHIBIT 2
MEMORANDUM
September 12, 2024
TO: Nancy Arroyo, Real Property Agent
Economic Development Department
FROM: Nicole D. Moore, LEED-AP, Contract Planner
Community Development Department
SUBJECT: CEQA NOE 43-24 – ABANDONMENT – RIGHT OF WAY – D STREET The Community Development Department received a request to review the above-referenced project for conformity with the Stockton General Plan and make an environmental determination pursuant to the California Environmental Quality Act (CEQA). The City of Stockton’s Economic Development Department received a request from Liberty Investment LLC for a “D Street – Paper Street Abandonment” for the abandonment of a portion of D Street. See Attachments A and B for more information.
In accordance with Government Code §65402, the Community Development Department determines the proposed property sale is neutral in regard to conformity with the Stockton General Plan. Future development of the subject parcels shall be under the jurisdiction of the City of Stockton.
Concerning the California Environmental Quality Act (CEQA) determination, the Community Development Department concludes the project is Categorically Exempt under CEQA Guidelines and is granted a ‘general rule exemption’ under Section 15061(B)(3) since there is no possibility that the activity in question would have significant effect on the environment and the activity is no subject to CEQA. The project is also not subject to any of the exceptions to the use of a Categorical Exemption listed at CEQA Guidelines §15300.2.
Upon approval by City Council, the Economic Development Department is advised to complete the attached Notice of Exemption (Attachment C) and file it with the San Joaquin County Clerk Office to initiate a 35-day statute of limitations on court challenges. Please retain a copy of the original posted notice within the project file in the Economic Development Department project file.
By:
Nicole D. Moore, LEED-AP, Contract Planner
Attachments
Attachment A: Request and Project Location
Attachment B: Draft Notice of Exemption
EXHIBIT 3
MEMORANDUM
September 11, 2024
TO: Nicole Moore, Contract Planner
Community Development Department
FROM: Nancy Arroyo, Real Property Agent
Economic Development Department
SUBJECT: ABANDONMENT - RIGHT OF WAY
Please provide the appropriate environmental review for the above-referenced project as described below:
Project Title: D Street - Paper Street Abandonment
Applicant: Liberty Investment LLC
Description/Location: Portion of D Street, as described in Exhibit A and shown in Exhibit B
Also, please make the required determination as to conformity to the General Plan in accordance with Section 65402 of the Government Code. If you have questions regarding this request, please contact me at (209) 937-7540.
NANCY ARROYO
REAL PROPERTY AGENT
Attachment
EXHIBIT 3
EXHIBIT 3
EXHIBIT 3
CITY OF STOCKTON
NOTICE OF EXEMPTION
TO: COUNTY CLERK FROM: Lead Agency
COUNTY OF SAN JOAQUIN City of Stockton
44 N. San Joaquin St., Ste. 260 c/o Economic Development Dept.
Stockton, CA 95202 400 E. Main St., 4th Floor
Stockton, CA 95202
NOTICE OF EXEMPTION PURSUANT TO PUBLIC RESOURCES CODE SECTION 21152(B) AND CALIFORNIA CODE OF REGULATIONS TITLE 14, SECTION 15062
PROJECT DATA
Project Title: ABANDONMENT – RIGHT OF WAY – D STREET
CEQA Exemption File No.: NOE 43-24
Applicant: Liberty Investment LLC
Project Description/Location: The City of Stockton’s Economic Development Department received a request from Liberty Investment LLC for a “D Street – Paper Street Abandonment” for the abandonment of a portion of D Street. See Exhibits A and B for more information.
DETERMINATION/FINDING OF EXEMPTION
The above-described activity/project is exempt from the environmental assessment requirements of the California Environmental Quality Act (CEQA) pursuant to the following section(s) of the State CEQA Guidelines (California Code of Regulations, Title 14):
The activity is not a "project" as defined in CEQA Guidelines Section 15378.
X The activity is exempt under the "general rule" at CEQA Guidelines Section 15061(B)(3).
The project is "Statutorily Exempt" per CEQA Guidelines Section: __________ The project is "Categorically Exempt" per CEQA Guidelines Section 15301(c).
BASIS FOR FINDING OF EXEMPTION
The activity does not qualify as a project and/or clearly could not have a significant effect on the environment and, therefore, CEQA does not apply.
X The activity constitutes a discretionary project under the City's jurisdiction and qualifies as a project which has been determined not to have a significant effect on the environment and, therefore, is exempt from the provisions of CEQA under the above-noted statutory or categorical exemption(s).
CARRIE WRIGHT, DIRECTOR September 12, 2024
ECONOMIC DEVELOPENT DEPARTMENT (DATE OF PREPARATION)
By
Nancy Arroyo, Real Property Agent (DATE OF FINAL APPROVAL) _____________________________________________________________________________________________
AFFIDAVIT OF FILING AND POSTING
I declare that on the date stamped above, I received and posted this notice or included it on a list of such notices which was posted as required by California Public Resources Code Section 21152(B). Said notice or list of notices will remain posted for 35 days from the filing date.
___________________________________________ ________________________________________________ Signature Title
_________________________________________
Posting Period Ending Date
EXHIBIT 3
City of Stockton
Legislation Text
File #: 25-0082, Version: 1
ADOPT A RESOLUTION TO PARTICIPATE IN THE CENCAL FIRE EMS AUTHORITY, A JOINT
POWERS AUTHORITY
RECOMMENDATION
It is recommended that the City Council adopt a resolution to:
1. Authorize the City Manager to enter into an agreement with the City of Lodi and the South San Joaquin County Fire Authority to join and participate in The CENCAL Fire EMS Authority (CENCAL), a Joint Powers Authority (JPA); and
2. Authorize Mayor Christina Fugazi to serve as the City of Stockton’s Primary Director on the CENCAL Board of Directors; and
3. Authorize Councilmember Michele Padilla to serve as the City of Stockton’s First Alternate Director on the CENCAL Board of Directors in the absence of the Primary Director; and
4. Authorize Vice Mayor Jason Lee to serve as the City of Stockton’s Second Alternate Director on the CENCAL Board of Directors in the absence of both the Primary Director and the First Alternate Director; and
5. Authorize the creation of a separate restricted fund (CENCAL EMS Fund) to track all revenues and expenditures associated with CENCAL; and
6. Authorize the transfer of $1,515,700 from the General Fund Reserves to the CENCAL Fund; and
7. Authorize the City Manager to transfer or expend $1,515,700 from the CENCAL EMS Fund as needed for startup costs associated with CENCAL; and
8. Authorize the City Manager to take all appropriate actions to carry out the purpose and intent of this resolution.
Summary
The San Joaquin County Emergency Medical Services Agency (SJCEMSA) oversees emergency medical services (EMS), including managing exclusive operating areas (EOAs) for ambulance providers in San Joaquin County. With an upcoming expiration of the current ambulance transport City of Stockton Page 1 of 5 Printed on 1/29/2025
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providers in San Joaquin County. With an upcoming expiration of the current ambulance transport provider agreement, the Stockton Fire Department (SFD), Lodi Fire Department (LFD), and South San Joaquin County Fire Authority (SSJCFA) aim to partner with a private ambulance provider to submit a joint proposal to provide prehospital emergency medical services in one of more of SJCEMSA’s EOAs. The creation of The CENCAL Fire EMS Authority (CENCAL), a Joint Powers Authority (JPA), is necessary for SFD, LFD, and SSJCFA to jointly oversee the delivery of these services.
DISCUSSION
Background
A Local Emergency Medical Services Agency (LEMSA) is a county-level organization responsible for coordinating and regulating emergency medical services (EMS) within its jurisdiction under the authority granted by California Health and Safety Code Section 1797.200. The San Joaquin County Emergency Medical Services Agency (SJCEMSA) serves as the LEMSA for San Joaquin County, overseeing EMS providers and ensuring quality standards in emergency medical care. According to California Health and Safety Code Section 1797.224, the LEMSA has the legal authority to establish exclusive operating areas (EOAs) for ambulance services. Through EOAs, the LEMSA can designate specific ambulance service providers to operate in defined areas, enhancing efficiency and coordination in the delivery of emergency medical services.
In December 2014, SJCEMSA entered into an agreement with American Medical Response (AMR) to provide emergency and advanced life support ambulance services in Zone X. Zone X is one of four EOAs (Attachment A) in the County that covers the greater Lodi, Stockton, and Tracy areas. The AMR agreement is set to expire in May 2026.
In anticipation of the upcoming SJCEMSA Request for Proposals (RFP) for emergency ambulance services in one or more EOA, SFD, LFD, and SSJCFA collaborated on a comprehensive analysis of SJCEMSA’s ambulance service area. The goal was to explore the feasibility of submitting a joint proposal to SJCEMSA, enabling the three fire agencies, in coordination with a private ambulance provider, to collectively serve one or more EOAs. The analysis concluded that a joint response to the SJCEMSA RFP was advantageous.
To proceed with a joint response to the upcoming SJCEMSA RFP, SFD, LFD, and SSJCFA entered into a Memorandum of Agreement (MOA). This MOA (Attachment B) authorized the issuance of a joint RFP for emergency and non-emergency ambulance services, including but not limited to ground ambulance transportation, 9-1-1 emergency dispatch assistance, interfacility transportation, and critical care transportation. The goal was for these services to be contracted by a JPA, contingent upon receiving one or more satisfactory proposals, with the intention of submitting a unified proposal to the SJCEMSA RFP. On October 29, 2024, SSJCFA issued an RFP on behalf of all three fire agencies in accordance with the MOA. A satisfactory proposal was received from American Medical Response (AMR).
The creation of a JPA is necessary to proceed with a joint submission to the SJCEMSA RFP. A JPA City of Stockton Page 2 of 5 Printed on 1/29/2025
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The creation of a JPA is necessary to proceed with a joint submission to the SJCEMSA RFP. A JPA is a legal entity that allows two or more public agencies, such as cities, counties, or special districts, to collaborate on shared goals while retaining their individual powers. The JPA formalizes the partnership between the SFD, LFD, and SSJCFA, providing a unified legal and operational framework to present a cohesive and competitive proposal to SJCEMSA. It demonstrates organizational stability, shared governance, and the capacity to effectively manage the contracted services while enhancing accountability and operational efficiency.
Present Situation
If authorized by Council, SFD will join LFD and SSJCFA to establish The CENCAL Fire EMS Authority (CENCAL), Joint Powers Authority.
Under the JPA structure, CENCAL will be a separate legal entity, with the primary purpose of managing emergency medical transportation in one or more EOA. This includes emergency ground ambulance services, 9-1-1 dispatch assistance, interfacility transport, and critical care transport.
CENCAL will have the authority to contract, incur debts, accept contributions, manage property, and dispose of assets as necessary to fulfill its operational goals.
CENCAL will be governed by a three-member Board of Directors, with each participating entity appointing one Director. CENCAL will be structured to protect the interests of each entity with each Director holding one vote. Most decisions will require a simple majority, while financial decisions will require unanimous consent.
CENCAL will share costs and responsibilities among each member entity via a pro-rata share based on population served, with allocations reassessed every five years. Once operational, CENCAL’s funding will come from revenue generated by services provided. In the event of a shortfall in revenue or an inability to meet financial obligations, the member entities will share the deficit proportionally to prevent operational disruptions. However, any debts incurred by the JPA will remain the responsibility of the JPA itself, in accordance with California Government Code Section 6508. Should CENCAL generate excess revenue, those funds will be reinvested into EMS improvements, as determined by the CENCAL Board of Directors.
CENCAL will contract with AMR to establish a regional public-private partnership to enhance emergency ambulance transport services in San Joaquin County. AMR will collaborate with CENCAL to develop and implement an integrated operational framework that aligns with the performance metrics, regulatory standards, and operational goals outlined in the forthcoming SJCEMSA RFP.
Together, CENCAL and AMR will create a streamlined and adaptable system to address the evolving demands for ambulance services in the region, focusing on optimizing resource deployment, enhancing response effectiveness, and ensuring compliance with both state and county EMS regulations.
This partnership will create a unified chain of responsibility, ensuring seamless coordination from the moment a 911 call is received to the transfer of patient care at the appropriate destination. By increasing the number of ambulances by an estimated 11%, the JPA will enhance service availability City of Stockton Page 3 of 5 Printed on 1/29/2025
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increasing the number of ambulances by an estimated 11%, the JPA will enhance service availability and response times, ensuring a quicker and more effective response to emergency situations.
Additionally, the partnership will also offer flexibility during high-demand periods and large-scale incidents, ensuring service continuity in complex situations.
The centralized structure of the JPA will enable consistent data collection and analysis across multiple EMS jurisdictions. This data-driven approach will provide valuable insights into response patterns and performance metrics, facilitating informed decision-making and supporting continuous quality improvement initiatives. Ultimately, these enhancements will not only improve operational efficiency but also increase public safety, ensuring that the community receives the highest level of care during emergencies.
The JPA also offers a significant strategic advantage in cost recovery and revenue generation. As a public entity, the JPA qualifies for a more favorable Medicare reimbursement rate from the federal government, which enhances the financial viability of the transport services. This reimbursement rate is notably more advantageous than the rate AMR, as a private provider, is eligible to receive. By structuring the transport services under the JPA, even if subcontracted to a private provider like AMR, the JPA can access enhanced reimbursement rates, resulting in increased revenues that would otherwise be unavailable to AMR alone.
CENCAL and AMR will submit a joint proposal to the upcoming SJCEMSA RFP for emergency ambulance transport services. This proposal will leverage the strengths of both entities, combining CENCAL’s favorable reimbursement rates with AMR’s operational expertise and resources. Together, CENCAL and AMR will present a comprehensive plan to enhance ambulance services within one or more EOAs, emphasizing improved response times, higher quality of care, and adherence to all state and county regulatory requirements. CENCAL’s agreement with AMR will include a non-compete clause designed to safeguard the interests of all parties as SJCEMSA completes the RFP process.
The continuation of CENCAL is contingent upon the successful award of transport rights under the SJCEMSA RFP. If CENCAL’s proposal is not selected, or if SJCEMSA issues an RFP that significantly deviates from San Joaquin County’s current EMS model, making it no longer feasible for the JPA to submit a proposal, the JPA will be dissolved. In either case, AMR will be released from its non-compete obligation, allowing them to participate independently in the SJCEMSA RFP if they choose.
CENCAL FUND
The City of Stockton (Stockton) will serve as CENCAL’s Treasurer. As Treasurer, Stockton will manage the JPA’s financial health, ensuring compliance with all legal and regulatory requirements. As the custodian of funds, Stockton will oversee all JPA monies while maintaining accurate records in accordance with generally accepted accounting principles. Furthermore, Stockton will be responsible for preparing and monitoring the annual budget, managing cash flow, and ensuring expenditures align with the CENCAL’s policies and applicable law. Stockton will facilitate annual audits, monitor compliance, support strategic financial decision-making, and ensure CENCAL operates with fiscal City of Stockton Page 4 of 5 Printed on 1/29/2025
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compliance, support strategic financial decision-making, and ensure CENCAL operates with fiscal prudence.
Upon successful award of one or more EOAs to CENCAL by SJCEMSA, the Administrative Services Department will create a restricted fund dedicated to track revenues and expenditures associated with the JPA (“CENCAL EMS Fund”). The establishment of a dedicated CENCAL EMS Fund will enhance transparency, accountability, and fiscal management. This fund will serve as a centralized account to record revenues, expenditures, and other financial activities related to CENCAL, ensuring compliance with financial policies and state regulations. By isolating these transactions, the City can more accurately monitor its financial commitments to the JPA and provide detailed reporting to the member agencies.
FINANCIAL SUMMARY
Staff anticipate a four (4) month interval before CENCAL will receive reimbursements for services rendered. During this period, CENCAL will require $2.3 million to support operations. This includes an estimated $1 million franchise fee to be paid to SJCEMSA for transport rights, $950,000 to fund dispatch services, and $350,000 for general administration and expected fines (SJCEMSA imposes fines for failure to meet response time requirements, which is a standard practice within the emergency medical services industry).
Each JPA member’s pro rata share is estimated as follows:
Member Percentage Amount
Stockton Fire Department 65.9% $1,515,700
South San Joaquin County Fire Authority 21.5% $494,500
Lodi Fire Department 12.6% $289,800
Upon successful award of one or more EOAs to CENCAL by SJCEMSA, Staff recommends City Council authorize a one-time transfer of $1,515,700 from the General Fund Reserve Balance to the CENCAL Fund to cover the Stockton’s pro rata share of the four month interval period. The one-time transfer amount will be returned to the General Fund Reserve balance by June 30, 2030.
Attachment A - SJCEMSA EOA Map
Attachment B - Memorandum of Agreement
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Attachment A
X Zone is shown in Yellow - the Area to be served by the JPA
MEMORANDUM OF AGREEMENT
This Memorandum of Agreement ("Agreement") is made and entered into by and among the City of Stockton, a charter city and municipal corporation in the State of California ("Stockton"), the City of Lodi, a general law city and municipal corporation in the State of California ("Lodi"), and the South San Joaquin County Fire Authority, a duly organized joint powers agency under the Joint Exercise of Powers Act ("SSJCFA"), each of which may be hereinafter referred to individually as "Party" and collectiv�ly as the "Parties" or "Members." There are no other patties to this Agreement.
RECITALS
1. Government Code sections 6500-6515 permit two or more local public entities to jointly exercise any power common to them by agreement.
2. The Parties desire to improve the delivery of emergency medical services by establishing a holistic approach, including, but not limited to, emergency ground ambulance transportation, 9-1-1, interfacility, and critical care transportation, which they each are authorized to provide.
3. To accomplish this goal, the Parties agree that a public-private alliance model for the provision of emergency ground ambulance transportation may be appropriate.
4. The Parties agree that access to service determined by a single command center operating through the City of Stockton Fire Department's Emergency Communication Division ("Stockton Fire ECD") will ensure the right medical resources are dispatched to the most appropriate call for service.
5. The Parties believe that the joint retention of a private ambulance service provider may deliver a higher level of servke and faster emergency response times for our communities with the planned addition of ambulances, paramedics, and Emergency Medical Technicians (EMTs), to better meet the needs of each Parties' communities, and the increased demand to provide �ervices to the expanded geographic area and locations. This joint retention could also allow greater transparency and accountability to the Parties and individuals served, because both first responders and the public would know precisely where and how ambulances a:-e deployed to serve community needs.
6. The Parties further believe that utilizing a platform that tracks all active incidents, responses, and real-time operations will allow the mobilization of resources to occur quickly to different county regions, which will in turn ensure that emergency resources are available to each community :11ember when they need it most.
7. The Parties desire to enter into a Joint Powers Agreement ("JPA") to jointly consider the provision of emergency and non-emergency ambulance services and contracting with a private ambulance service·provider for such service delivery. To that end, the Parties desire to enter into this Agreement to coordinate efforts in procuring a private ambulance service
Attachment B
ATTACHMENT B
provider to partner with the proposed JPA. Should a qualified provider be selected and a sustainable financial model be developed, the Parties agree, pursuant ·to the terms and conditions set forth herein, to enter into a JPA and submit a proposal and request authorization by the San Joaquin County EMS Agency to provide emergency and nonemergency ambulance services.
NOW, THEREFORE, it is mutually understood and agreed by the Parties as follows:
AGREEMENT
I. Recitals. The recitals set fo1th above ("Recitals") are true and correct and are hereby incorporated into and made part of this Agreement by this reference. In the event of any inconsistency between the Recitals and Sections 1 through 21 of this Agreement, Sections 1 through 21 shall prevail.
2. Purpose. The purpose of this Agreement is to develop a single Request for Proposals ("RFP") for procurement of emergency and non-emergency ambulance services, including, but not limited to, emergency ground ambulance transportation, 9-1-1 emergency dispatch assistance, interfacility transpo11ation, and critical care transportation (the "Services"). It is the intention of the Parties that such Services would ultimately be contracted by and the responsibility of a separate joint powers agency, fanned by the Parties hereto pursuant to Chapter 5, Division 7, Title 1 of the Government Code of the State of California (commencing with§ 6500, as amended from time to time) (the "Authority").
3. Formation of the Authority. The Parties agree that, should one (1) or more qualified bidders submit a satisfactory proposal in response to the RFP and a sustainable financial model is developed, a JPA forming the Authority shall be presented to each Party's governing body for consideration and approval. The JP A shall give the Authority authorization, in its own name, to do all acts necessary to procure and provide the Services, including, but not limited to, each of the following:
(1) Make and enter contracts, including, but not limited to, contracting with San Joaquin County EMS Agency (the "EMS Agency") to serve as the EMS provider under the EMS Agency's plan and contracting with ambulance service providers to assist with delivering such services. (2) Incur debts, liabilities, and obligations; provided that no debt, liability, or obligation of the Authority is a debt, liability, or obligation of any Patty except as separately agreed to by a Party in writing, agreeing to be so obligated.
(3) Acquire, hold, construct, manage, sell, or otherwise dispose ofreal and personal property by appropriate means, excepting only eminent domain.
ATTACHMENT B
(4) Receive contributions and donations of property, funds, services, and other forms of assistance from any source.
(5) Sue and be sued in its own name.
(6) Employ agents and employees.
(7) Lease real or personal property as lessee or lessor. (8) Receive, collect, invest, and disburse monies.
(9) Issue revenue bonds or other forms of indebtedness, as provided by law. (10) Carry out other duties as required to accomplish other responsibilities as set fort� in this Agreement.
(] 1) Assign, delegate or contract with a Party or third party to perform any of the duties of the Board including but not limited to, acting as administrator for the Authority.
(12) Exercise all other powers necessary and proper to carry out the provisions of this Agreement.
These powers will be exercised in the manner provided by applicable law and as expressly set forth in the JP A.
4. Term. This Agreement shall become effective upon full execution by all Parties hereto ("Effective Date") and shall remain in effect until terminated in accordance with Section 10, below.
5. Development of the RFP.
a. The Parties agree to cooperate to develop an RFP seeking qualified and responsible bidders to partner with the Authority to perfonn the Services; however, the Paiiies agree and understand that any award of a contract pursuant to the RFP shall be completed by the Authority formed pursuant to Section 2, above.
b. The Parties agree to cooperate to review and evaluate any proposals submitted pursuant to the RFP for purposes of assisting their respective governing bodies in considering the formation of the Authority to partner with a qualified and responsible bidder to provide the Services.
c. The Parties agree to cooperate to develop a JP A, including, but not limited to, recommended procedures for governance, funding, administration, dispute resolution, and stakeholder participation requirements.
ATTACHMENT B
6. Roles and Responsibilities of the Parties. In addition to performance of the roles and responsibilities set forth aboYe related to, among other things, development of the RFP, the Parties shall:
a. Work jointly to meet the objectives of this Agreement through, among other things, coordination of all activities related to fulfillment of said objectives; b. Internally or jointy designate a staff person(s) to provide expertise and existing infonnation in a timely manner and to participate in the development of the RFP or related materia:s or actions being considered by each Party agency; and c. Upon recommendation of staff for each Party agency, consider approval of the IPA and, as defined in the JPA once approved, participate as necessary in the formation of the JPA. Notwithstanding the foregoing, nothing contained in this Agreement shall be construed as obligating any Party to approve the JPA developed pursuant to this Agreement, or as preventing any Party from adopting the JPA developed pursuant to this Agreement in the event that any Party hereto fails to recommend approval or another Party elects not to approve the JP A developed under t1is Agreement.
7. Ioteragency Communication. To provide for consistent and effective communication among the Parties, each Party agrees to designate a representative as its central point of contact on all matters relating to this Agreement and the JPA. Additional representatives from a Party's staff may be c.ppointed to serve as points of contact on specific actions or issues.
8. Fiscal. Each Party shall be responsible for their own costs and expenses incurred in carrying out the cooperative efforts agreed to and set forth herein, up to and including the final approval of the JPA by each Party's governing body. Each party shall operate within their respective authority limits and applicable processes.
9. Liability and Indemnification. No Party, nor any officer or employee of a Party, shall be responsible for any damage or liability occurring by reason of anything done or omitted to be done by another Party under or in connection with this Agreement. The Parties further agree, pursuant to Government Code section 895.4, that each Party shall fully indemnify and hold harmless each other Part� and its agents, officers, employees, and contractors from and against all claims, damages, losses, judgments, liabilities, expenses, and other costs, including litigation costs and attorney fees, arising out of, resulting from, or in connection with any work delegated to or action taken or omitted to be taken by such Party under this Agreement.
10. Termination. Unless earlier terminated pursuant to this Section 10, this Agreement shall automatically terminate witho·.it any further action of the parties, upon the occurrence of any of the following events:
ATTACHMENT B
a. Failure to develcp an RFP seeking qualified and responsible bidders to partner with the Authority to perform the Services; or
b. Failure of the RF:� to secure a qualified and responsible bidder to partner with the Authority to perform the Services; or
c. Approval of the JPA by the governing bodies of all Parties ("Automatic Termination").
The Parties may mutually agree in writing to terminate or extend this Agreement at any time prior to the Automatic Tem1ination.
11. Withdrawal f
rom MOA. Any Party may withdraw from this Agreement by delivery of at least sixty (60) days advance written notice to the other Parties of the proposed withdrawal.
The withdrawing Party's legal rights and obligations under the Agreement shall continue through the proposed withdrawal date, and such withdrawal shall not affect the legal status of the Agreement or alter any other Party's legal rights or obligations under the Agreement.
12. Modification. No alteration. amendment, or modification of this Agreement shall be valid unless made in writing and e::ecuted by all Parties to this Agreement.
13. Assignment. No Party to this Agreement shall assign, transfer, or otherwise dispose of this Agreement, in whole or in part, to any individual, firm, or corporation, without the prior written consent of the other Party. Subject to the forgoing provisions, this Agreement shall be binding upon, and ir_ure to the benefit of, the respective successors and assigns of the Parties hereto.
14. Authority. All Parties to th:s Agreement warrant and represent that they have the power and authority to enter into thi 3 Agreement and the names, titles, and capacities herein stated on behalf of any entities, persons, states, or firms represented or purported to be represented by such entities, persons, states, or firms and that all former requirements necessary or required by state or federal law in order to enter into the Agreement have been fully complied with. Further, by entering into this Agreement, neither Party hereto shall have breached the terms or conditions of any other contract or agreement to which such Party is obligated, which such breach would have a material effect hereon.
15. Severability. If any provision of this Agreement is determined to be invalid or unenforceable, the remaining provisions shall remain in force and unaffected to the fullest extent permitted by law and regulation.
16. Entire Agreement. This Agreement constitutes the sole, entire, integrated, and exclusive agreement between the Parties regarding the contents herein. Any other contracts, agreements, terms, understandings, promises, or representations not expressly set forth or referenced in this writing are null and void and of no force and effect.
ATTACHMENT B
17. Construction and Interpretation. The Parties agree and acknowledge that thjs Agreement has been developed through negotiation, and that each Party has had a full and fair opportunity to revise the terms of thjs Agreement. Consequently, the normal rule of construction that any ambiguities are to be resolved against the drafting Party shall not apply in construing or interpreting this Agreement.
18. No Third-Party Beneficiaries. Nothing in this Agreement, e>,..-pressed or implied, is intended to confer on any person or entity other than the Parties hereto and their respective successors and assigns, any rights or remedies under or by virtue of this Agreement.
19. Governing Law. This Agr:eemenl shall be governed by and construed in accordance with the laws of the State of California and venued in San Joaquin County.
20. Section Headings. All section headings contained herein are for the convenience of the Parties and reference only and are not intended to define or limit the scope of any provision of this Agreement.
21. Counterparts. This Agreement may be executed in several counterparts, each of which is an original and all of which constitutes but one and the same instrument. [Signatures on Following Page]
ATTACHMENT B
IN WITNESS WHEREOF, the Parties have executed this Agreement on the dates shown below.
By:
: JOAU COUNTY FIRE AUTHORITY:
Randall Bradley, Fire Chief
Date: ;r /�z�-/20 2 \.,/
r I
Approved as to Form:
Tom Hatti11a11
Toon HaUlnar, IOtl 2111
1.01.4 15:0• PDT)
Tom Hallinan, General Counsel
CITY OF STOCKTON:
By: Harry Blac� Oct 28, 2024 15:12 PDT)
Harry Black, City Manager
Date: 10-28-2024
Approved as to Form:
·f l,,1 .-,\;
Lori Asuncion, City Attorney
Date:-6/,ij]Vf
Approved as to Form:
�lcd::<c.:...
Katie Lucchesi {0CL28, 20211 IS:32 POT)
Katie Lucchesi, City Attorney
ATTEST:
OJ��
OLIVIA NASHED
City Clerk
ATTACHMENT B
Resolution No.
STOCKTON CITY COUNCIL
RESOLUTION AUTHORIZING THE STOCKTON FIRE DEPARTMENT JOIN THE
CENCAL FIRE EMS AUTHORITY, A JOINT POWERS AUTHORITY
The San Joaquin County Emergency Medical Services Agency (“SJCEMSA”) serves as the Local Emergency Medical Services Agency (“LEMSA”) for its jurisdiction, with the authority to coordinate and regulate emergency medical services (“EMS”) pursuant to California Health and Safety Code section 1797.200; and SJCEMSA, acting in its capacity as the LEMSA, is vested with the statutory authority to establish Exclusive Operating Areas (“EOAs”) for the provision of ambulance services pursuant to California Health and Safety Code section 1797.224; and It is anticipated SJCEMSA will issue a Request for Proposals (“RFP”) for the provision of ambulance transport services within one or more designated EOAs; and The Stockton Fire Department (“SFD”), Lodi Fire Department (“LFD”), and South San Joaquin County Fire Authority (“SSJCFA”) have conducted a comprehensive analysis of SJCEMSA’s ambulance service areas to assess the feasibility of partnering with a private ambulance provider to develop and submit a joint proposal in response to the forthcoming SJCEMSA RFP; and
SFD, LFD, and SSJCFA entered into Memorandum of Agreement (“MOA”) to issue a joint RFP for the provision of emergency and non-emergency ambulance services, including but not limited to ground ambulance transportation, 9-1-1 emergency dispatch support, interfacility transport, and critical care transport, with the objective of identifying a suitable private ambulance provider for the forthcoming SJCEMSA RFP; and A proposal was received from American Medical Response (“AMR”), which satisfies the requirements and objectives set forth by the parties in the joint RFP; and The establishment of a Joint Powers Authority (“JPA”) is necessary to create a unified legal and operational entity to contract with AMR and to submit a comprehensive and competitive response to the forthcoming SJCEMSA RFP; and Sections 6502 et seq. of the California Government Code expressly authorize two or more public agencies to jointly exercise powers that are common to the contracting entities; and
The formation of a JPA is in the mutual interest of the parties and serves the public good by promoting the efficient and effective delivery of ambulance transport services; now, therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:
1. The City Manager is authorized to execute the Joint Powers Authority Agreement, attached hereto as Exhibit 1, creating the CENCAL Fire EMS Authority (CENCAL); and
2. Mayor Christina Fugazi is hereby appointed as the City of Stockton’s Primary Director on the CENCAL Board of Directors and is authorized to perform all duties, responsibilities, and functions assigned under the Joint Powers Authority Agreement; and
3. Councilmember Michele Padilla is hereby appointed as the City of Stockton’s First Alternate Director on the CENCAL Board of Directors and shall serve in this capacity in the absence of the Primary Director; and
4. Vice Mayor Jason Lee is hereby appointed as the City of Stockton’s Second Alternate Director on the CENCAL Board of Directors and shall serve in this capacity in the absence of both the Primary Director and the First Alternate Director; and
5. Upon award of one or more EOAs to CENCAL by SJCEMSA, the City Manager is authorized to create a separate restricted fund (CENCAL EMS Fund) to track all revenues and expenditures associated with CENCAL; and
6. Upon award of one or more EOAs to CENCAL by SJCEMSA, the City Manager is authorized to transfer $1,515,700 from the General Fund Reserves to the CENCAL EMS Fund; and
7. Upon award of one or more EOAs to CENCAL by SJCEMSA, the City Manager is authorized to transfer or expend $1,515,700 from the CENCAL EMS Fund as needed for startup costs associated with CENCAL; and
8. The City Manager is authorized to take those actions necessary to carry out the purpose and intent of this Resolution.
PASSED, APPROVED, and ADOPTED February 4, 2025 .
CHRISTINA FUGAZI
Mayor of the City of Stockton
ATTEST:
KATHERINE ROLAND, CMC, CPMC
City Clerk of the City of Stockton
EXHIBIT 1
1 JOINT EXERCISE OF POWER AGREEMENT
BETWEEN THE CITY OF STOCKTON, THE CITY OF LODI, THE SOUTH SAN
JOAQUIN COUNTY FIRE AUTHORITY
CREATING THE CENCAL FIRE EMS AUTHORITY
EXHIBIT 1
2 JOINT POWERS AGREEMENT
This Joint Powers Agreement (“Agreement”) dated ________, 2025, is made and entered into by and among the City of Stockton, a Charter City and municipal corporation in the State of California (“Stockton”), the City of Lodi, a general law city and municipal corporation in the State of California (“Lodi”), and the South Stockton San Joaquin County Fire Authority, a duly organized joint powers agency under the Joint Exercise of Powers Act (“SSJCFA”), each of which may be hereinafter referred to individually as “Party” and collectively as the “Parties” or “Members.”
RECITALS
1. Government Code sections 6500-6515 permit two or more local public entities to jointly exercise any power common to them by agreement, and authorizes the Parties to enter into this Agreement.
2. The Parties desire to establish a holistic approach to emergency medical services, including but not limited to emergency ground ambulance transportation, 9-1-1, interfacility, and critical care transportation, which they each are authorized to provide.
3. To accomplish this goal, the Parties agree that a public-private alliance model for the provision of emergency ground ambulance transportation may be appropriate.
4. The Parties agree that having access to service determined by a single command center operating through the City of Stockton Fire Department’s Emergency Communication Division (“Stockton Fire ECD”) will ensure the right medical resources are dispatched to the most appropriate call for service.
5. The Parties believe that the joint retention of a private ambulance service provider will:
a. deliver a higher level of service and faster emergency response times for our communities with the planned addition of ambulances, paramedics, and Emergency Medical Technicians (EMTs), to better meet the needs of each Parties’ communities, and the increased demand to provide services to the expanded geographic area and locations. This joint retention will also allow greater transparency and accountability to the Parties and individuals served, because both first responders and the public will know precisely where and how ambulances are deployed to serve our community needs.
6. The Parties further believe that utilizing a platform that tracks all active incidents, responses, and real-time operations will allow the mobilization of resources to occur quickly to different county regions, which will in turn ensure that emergency resources are available to each community member when they need it most.
7. To those ends, the Parties desire to enter into a Joint Powers Agreement (“JPA”) to jointly consider the provision of emergency and non-emergency ambulance services and contract with a private ambulance service provider for such service delivery.
EXHIBIT 1
3 AGREEMENT
1. Agency Established.
a. Formation. Pursuant to Chapter 5, Division 7, Title 1 of the Government Code of the State of California (commencing with § 6500, as amended from time to time, the “JPA Law”), the Parties hereby create a separate joint powers agency which is named CENCAL Fire EMS Authority (the “Authority”).
b. Authorization. Each Party also certifies that the legislative body of each Party hereby authorizes, by entry into this Agreement, the joint exercise of powers common to the Parties to further the Purpose, as defined in Subsection (c) below. c. Purpose. The purpose of the Authority is to benefit those persons served by the Parties and, if approved by the County, those persons currently in the X Zone, as more particularly described in Exhibit A, attached hereto and incorporated herein by this reference, that are currently served by other agencies, by operating an emergency medical transportation services system, including, but not limited to, emergency ground ambulance transportation, 9-1-1 emergency dispatch assistance, interfacility transportation, and critical care transportation (collectively the “Services”).
d. Limitation. Except as otherwise authorized or permitted by the JPA Law and for purposes of, and to the extent required by Government Code section 6509, the Authority is subject to the restrictions upon the manner of exercising the powers of SSJCFA.
e. Powers. The Authority is authorized, in its own name, to do all acts necessary to fulfill the purposes of this Agreement referred to in Subsection (c) above, including but not limited to, each of the following:
(1) Make and enter contracts, including, but not limited to, contracting with San Joaquin County EMS Agency (the “EMS Agency”) to serve as the EMS provider under the EMS Agency’s plan and contracting with ambulance service providers to assist with delivering such services. (2) Incur debts, liabilities, and obligations; provided that no debt, liability, or obligation of the Authority is a debt, liability, or obligation of any Party except as separately agreed to by a Party in writing, agreeing to be so obligated.
(3) Acquire, hold, construct, manage, sell, or otherwise dispose or real and personal property by appropriate means, excepting only eminent domain.
(4) Receive contributions and donations of property, funds, services, and other forms of assistance from any source.
EXHIBIT 1
4 (5) Sue and be sued in its own name.
(6) Employ agents and employees.
(7) Lease real or personal property as lessee or lessor. (8) Receive, collect, invest, and disburse monies.
(9) Issue revenue bonds or other forms of indebtedness, as provided by law. (10) Carry out other duties as required to accomplish other responsibilities as set forth in this Agreement.
(11) Assign, delegate, or contract with a Party or third party to perform any of the duties of the Board, including but not limited to, acting as administrator for the Authority.
(12) Exercise all other powers necessary and proper to carry out the provisions of this Agreement.
These powers will be exercised in the manner provided by applicable law and as expressly set forth in this Agreement.
f. Appointment of Administrating Member. Each member shall serve as the Administrating Member on a rotating basis. As of the Effective Date of this Agreement, SSCJFA shall automatically be appointed as the Administrating Member and shall serve for two (2) years. The position of Administrating Member shall alternate between a representative of SSJCFA and Lodi every two (2) years (the “Rotation Schedule”). SSJFCA and Lodi shall have the discretion to delegate the Administrating Member duties to any person employed by or contracted with each of them. The Rotation Schedule may be amended at the discretion of the Board from time to time. The Administering Member shall include, but not necessarily be limited to, the following duties:
(1) Day-to-day work of the Board including agenda preparation. (2) Scheduling and preparation for regular and special meetings of the Board.
(3) Coordination of Members to accomplish Board directives and the purposes and intent of this Agreement.
(4) Other tasks and responsibilities, as may be directed by the Board from time-to-time.
g. Appointment of Treasurer. City of Stockton shall serve as the Treasurer for the Authority. Any employee, volunteer, elected official, contractor, or agent of the City of Stockton delegated the duties of Treasurer is the exclusive agent of the City EXHIBIT 1
5 of Stockton and shall have no agency relationship with the Authority or be entitled as a beneficiary, directly or otherwise, of this Agreement. The Treasurer shall perform such duties and responsibilities specified in Government Code §§ 6505.5 and 6505.6.
h. Unless otherwise expressly provided herein, nothing contained in this Agreement shall be construed as creating an employment, agency or partnership relationship between the Authority and any agent, employee, contractor, volunteer, or elected official of any Member. The Authority shall have the right to control the Administrating Member and Treasurer only insofar as the result of that Member’s services rendered pursuant to this Agreement; however, the Authority shall not have the right to control the means by which any Member accomplishes their respective obligations pursuant to this Agreement.
2. Governance.
a. Board of Directors.
(1) The Authority shall be governed by a three-member Board of Directors. (2) Each Party shall appoint one (1) of its legislative body members as a primary Director (“Primary Director”) and two (2) alternate Directors – “First Alternate” and “Second Alternate.” Alternate Directors shall serve in the absence of the Primary Director in the order of availability by First Alternate and then to Second Alternate.
(3) Upon appointment of the primary and alternate Directors, each Party shall deliver to the Administrating Member a written notification identifying its primary and alternate Directors. Until such notification is delivered to the Administrating Member, the Authority shall not recognize the appointee(s) and any previous appointments shall remain in effect.
(4) The Board of Directors is responsible for:
(i) Providing recommendations to the governing bodies of the Parties regarding the addition of new parties to this Agreement; and (ii) Approval of the annual budget and assessment schedule of the Authority.
(5) The Board of Directors may establish rules governing its own conduct and procedure, including Board Bylaws and Policies that are consistent with this Agreement
EXHIBIT 1
6 (6) A quorum for the transaction of all business by the Board of Directors shall exist when all Primary Directors (100%) are present, or Alternate Directors as may be necessary, as defined in Section 2(a)(2) above. (7) No one serving on the Board of Directors shall receive any salary or compensation from the Authority. However, with Board approval a Director or alternate Director may be reimbursed for reasonable expenses incurred in the conduct of the business of the Authority. (8) At its annual organizational meeting, the Board of Directors shall:
(i) Select one (1) of its Directors to serve as Chairperson of the Board of Directors and one Director to serve as the Vice Chairperson of the Board until the next annual meeting; and (ii) Establish a regular meeting schedule for the coming year.
Unless waived by the Board of Directors, the Board of Directors shall schedule at least two (2) regular meetings per year. b. Committees.
(1) The Board has the authority to create an Executive Committee as necessary to carry out the purpose of this Agreement.
(2) The Board has the authority to create other committees as necessary to carry out the purpose of this Agreement.
c. Voting.
(1) Board of Directors
(i) Each member of the Board of Directors shall have one (1), equal vote.
(ii) A vote may only be cast by that Party's Director (primary or alternate) who is physically present (or is lawfully present via teleconference).
(iii) Board action shall require a simple majority vote unless the decision is financial in nature, in which case a unanimous vote is required. For purposes of this Agreement, the phrase “financial in nature” shall mean any decision with financial consequences to any Party or in which liability may be incurred.
EXHIBIT 1
7 d. Vacancies.
A vacancy shall immediately occur in the office of any director of the Board of Directors, upon the resignation or death of such person holding such office, or upon his/her ceasing to be an officer or employee of the Party that appointed him or her. Parties shall fill any vacancies arising using the appointment procedure in Section 3.
3. Fiscal.
a. Dispatch and Dispatch-Related Services. Dispatch and dispatch related service costs will be billed to the Authority through a separate agreement with Stockton Fire Department Emergency Communication Division (“Dispatch Center”).
b. Costs and Expenses. The Parties recognize that, from time-to-time, the Authority may incur costs and expenses which are not directly related to the provision of services to Parties. Each Party shall pay its pro-rata share by population of the areas served (including contract districts) by each Party as defined in Section 3.c., below(“pro-rata share”), of such costs and expenses upon approval by the Board. The Parties agree to meet and confer at least once every five (5) years to re-evaluate the pro-rata share. c. Ongoing Financial Obligations. It is the Parties’ intention that the ongoing expenses of the Authority will be funded with revenue derived from the provision of Services, if and when the Services are operational. The Authority will incur expenses until such Services are operational and there may be circumstances where those revenues cannot be used for such purposes or where the revenues are insufficient to meet the Authority’s obligations. In those cases, each Party shall be responsible for its pro-rata share of any obligation that was incurred at a time when that entity was a Party. This shall include, by way of illustration and not limitation: long-term debt and multi-fiscal-year debt related to the above-described Services, Costs and Expenses.
(1) Pro-rata share shall be determined by using each Party’s population served, including any contractual fire districts. Populations would be determined for the cities by using the U.S. Census Bureau’s data and San Joaquin LAFCO for the fire districts. This pro-rata share shall be re-evaluated when the new 2030 U.S. Census Bureau data is released.
The initial pro-rata share for each Party shall be as follows :
City of Stockton- 65.9%
South County- 21.5%
City of Lodi- 12.6%.
EXHIBIT 1
8 (2) The pro-rata obligation of each Party is immediately binding on the Party at the time the obligation is incurred.
(3) In order to fund the Authority’s initial startup costs, each Party agrees to make an initial pro rata contribution to cover the initial start up costs and expected expenses during the first 120 days following award of the award of an EMS provider contract by the EMS Agency. Anticipated costs include: Franchise Fee, dispatch costs, insurance premiums, and administrative costs for an estimated total of $2,237.000. d. Excess Revenues
(1) The Parties anticipate that the operation of the Services may generate revenues that exceed the costs of operating the Services. The Authority shall use such revenues in the following order of priority:
(i) To reimburse the initial funding contributed by each Member Agency pursuant to Section 3.c.(3) of this Agreement; then (ii) To improve the Services, such as improvement service levels and making infrastructure investments that are in the best interests of the areas receiving the Services.
(iii) Maintenance of any necessary budget reserve limit established by the Board.
(iv)Any remaining excess revenue will then be distributed at the close out of each budget cycle to the Parties in accordance with their prorata share defined in Section 3(b) above. e. Billing.
(1) If there is an underfunding of the Authority, the Treasurer of the Authority shall bill each Party for its Fiscal Contributions quarterly, unless a request is made and approved for bi-annual billing. The Parties shall pay the bill within sixty (60) days of receipt.
(2) Any Party whose bill has not been paid within sixty (60) days may be deemed by the Authority to be in default and required to pay interest on the unpaid balance, not to exceed one (1) percent per month ("Defaulting Party").
(3) The members of the Authority not in Default, have the power, at their option, to take the following action against a Defaulting Party:
EXHIBIT 1
9 (i) Commence an action in its own name against the Defaulting Party to recover the amount of the obligation due to the Authority hereunder; or
(ii) Suspend the voting rights of the Defaulting Party until all Fiscal Contributions have been paid; or
(iii) Involuntarily terminate the Defaulting Party as set forth in Paragraph 6, below.
f. Accountability and Audits. The Authority shall be strictly accountable for all funds and shall report all receipts and disbursements, as required by Government Code section 6505.
(1) An independent audit of the Authority shall be undertaken annually by an independent, certified public accountant, in compliance with Section 6505 of the Government Code.
(2) Audit costs to be paid by the JPA and each Party is responsible for its pro rata share of any overage.
4. Liability, Indemnification, and Insurance.
a. No Vicarious Liability. Pursuant to Government Code section 820.9, as may be amended from time to time, members of the Board of Directors for the Authority are not vicariously liable for injuries caused by the act or omission of the Authority or any of its members. Nothing in this section exonerates an official from liability for injury caused by that individual's own wrongful conduct. Nothing in this section affects the immunity of any other public official.
b. Indemnity by Parties. Except as provided in Section f below, from and after the Effective Date of this JPA, the Authority shall defend, indemnify, and hold harmless the Members and their officers, employees, agents, and representatives with respect to any loss, damage, injury, claim, demand, litigation, or liability and all expenses and costs relating thereto (including attorneys' fees) arising out of or in any way related to the performance of services pursuant to this Agreement.
c. Insurance. The Authority shall procure and maintain general liability, auto, professional, and worker's compensation insurance policies with limits set out in Exhibit B, as amended from time to time by the Board of Directors, attached hereto and incorporated herein by reference. The Parties agree to pay their prorata share of the first year of insurance policy costs out of each Party’s initial contribution to the Authority. To the extent that the Authority or any Party does EXHIBIT 1
10 not have an employee, workers compensation coverage shall not be required.
The Authority and each Party may satisfy the insurance requirement set forth herein with an adequate self-insurance program or participation in a public agency insurance pool.
d. Indemnification by Members to the Authority. From and after the Effective Date of this JPA, each member shall defend, indemnify, and hold harmless the Authority, its Directors, officers, employees, agents, and representatives, each other individual member, and its respective officers, employees, agents, and representatives with respect to any loss, damage, injury, claim, demand, litigation, or liability and all expenses and costs relating thereto (including attorneys' fees) arising out of the member’s actions or omissions prior to the Effective Date of this JPA, that related to the provision of emergency and nonemergency dispatch services and related operations. e. Employment of Personnel and Administration of Services.
The Authority will contract with a Member to serve as the “Employer of Record” and provide all employees and employee services to the Authority. In the event that the Authority elects to employ its own personnel, the Board shall appoint an officer to prepare a personnel plan (the “Personnel Plan”), with the assistance of staff and consultants of the Members, detailing how the Authority would employe its own personnel. The Personnel Plan shall detail the treatment of matters such as transfer of employees from the Members to the Authority (and the transfer’s effect on existing collective bargaining agreements, the allocation of pension liabilities and obligations, the treatment of accrued leave, civil service and seniority rights, and other employee benefits and rights), risk management, and other administrative matters required at the start-up of a new organization. The Personnel Plan shall be presented to the legislative bodies of the Members. Upon their receipt of the Personnel Plan, the Members agree to meet and confer in good faith to negotiate the terms of the Authority employing personnel. Thereafter, Members and the Authority shall enter into an agreement regarding the terms of employing personnel (the “Personnel Agreement”).
Until such time as personnel are transferred to the Authority, the Authority pursuant to this Section, the Employer of Record shall assign the functions of its personnel to the Authority.
All of the privileges and immunities from liability, exemptions from laws, ordinances and rules, all wages and benefits, disability, workers compensation, and other benefits which apply to the activities of officers, agents, or employees of the Members when performing their respective functions shall apply to them to the same degree and extent while engaged in the performance of any of the functions of duties under this Agreement.
EXHIBIT 1
11 5. Termination/Withdrawal/Dissolution.
a. Termination
(1) This JPA is entered into for the purposes stated in both the Recitals and Section 1(c) above. The first step in that process is to enter into contract with a private partner that would provide emergency and nonemergency ambulance services if the Authority is the selected provider in the EMS Agency’s process. The second step is for the Authority and the private partner to participate in the EMS Agency’s process to select a provider of emergency services. If the Authority or a majority determines that either step was unsuccessful, the JPA shall automatically terminate, subject to following all applicable statutory procedures.
(2) This Agreement may be terminated with respect to a Party for material non-compliance with provisions of this Agreement upon a no less than a two-thirds vote of the Board of Directors, excluding the vote of the Party subject to possible termination. Prior to any vote to terminate this Agreement with respect to a Party, written notice of the proposed termination shall be provided. The written notice of proposed termination shall identify the specific provisions of this Agreement that the Party has allegedly violated and provide notice of the right to provide a written response within ten (10) business days, either evidencing compliance with the terms of this Agreement or a plan to cure the default and a reasonable timeline acceptable to the Authority within which the Party subject to termination will diligently prosecute the same to completion.
(3) If the Party subject to possible termination is unable to provide satisfactory evidence of their compliance with the Agreement or ability to cure the default, the Party subject to possible termination shall have the right to respond to the reasons for the proposed termination at the Board of Directors meeting prior to any vote regarding termination.
Any vote for termination by the Board of Directors shall be at least thirty (30) business days after delivery of the written notice identified in Paragraph 9(a), above.
(4) Any Party that is involuntarily terminated in accordance with Paragraph 9(a), above, shall remain responsible for their pro-rata share of all outstanding debts and obligations that were incurred while they were a Party. This shall include, by way of illustration and not limitation: longterm debt, pension obligations and multi-fiscal- year debt.
EXHIBIT 1
12 b. Withdrawal.
(1) Any Party may withdraw as a party to this Agreement should the withdrawing Party determine, in its sole discretion, that the conditions placed on any proposed contract between the EMS Agency and the Authority are untenable or undesirable. The Parties acknowledge and agree that, should one Party withdraw, the Authority shall continue to operate and will not automatically terminate.
(2) Any Party may withdraw as a party to this Agreement as follows:
(i) Notice of Intent to Withdraw shall be given not less than eighteen (18) months prior to the proposed date that the withdrawal shall take effect (“Notice Period”).
(ii) Notice of Intent to Withdraw shall be in writing and addressed to the Chairperson of the Board of Directors of the Authority at its primary address and by electronic mail.
(iii) Notice of Intent to Withdraw must be accompanied by a proof of service that notice was sent by certified mail with return receipt requested. Notice shall be considered given on the date of service. (3) No withdrawing Party shall be entitled to any payment for its interests or assets in the Authority upon withdrawal.
(4) A withdrawing Party must:
(i) Pay their full pro-rata share of all outstanding debts and obligations that were incurred while they were a Party. This shall include, by way of illustration and not limitation: long-term debt and multifiscal-year debt. (ii) Or, execute a contract with the Authority to pay for all outstanding debts and obligations that were incurred while they were a Party (5) Prior to the end of the Notice Period, the remaining Members shall meet and confer in good faith to renegotiate the terms of this Agreement to properly contemplate the participation of only those remaining members.
c. Dissolution.
(1) If this Agreement is terminated and/or dissolved by the Board by a twothirds (2/3) vote:
EXHIBIT 1
13 (i) No assets may be distributed (divided or returned) until all outstanding debts and obligations have been resolved. Resolved means that each Party has:
(ii) Either paid their pro-rata share of all outstanding debts and obligations that were incurred while they were a Party; or (iii)Executed a contract with the Authority to pay for all outstanding debts and obligations that were incurred while they were a Party. (iv)All assets of the Authority will be distributed in proportion to the contributions of the Parties during the fiscal year of dissolution.
6. Enforcement.
The Authority is hereby given authority to enforce this Agreement against the individual Parties. If suit is necessary to enforce any of the provisions of this Agreement, the Authority and the Parties shall pay their own attorney fees, regardless of who is the prevailing party.
7. Debts.
a. To the furthest extent permitted by law, the debts, liabilities and obligations of the Authority shall not be the debts, liabilities, and/or obligations of the Parties.
8. Miscellaneous
a. Provisions Required by Law Deemed Inserted.
(1) This Agreement is subject to all provisions of the Constitution and laws of California and the United States which: (1) govern, control, or affect the Authority and/or the Parties; or (2) the property, funds, operations, or powers of the Authority and/or the Parties.
(2) Such provisions are by this reference made a part of this Agreement. (3) Any provision required by law to be included in this Agreement shall be deemed to be inserted.
b. Amendment. This Agreement may be amended and the Authority may be terminated or its power may be modified, restricted, or eliminated by supplemental agreement executed by all Members at any time, with approval from each respective governing body. A proposed amendment must be submitted to each Member at least thirty (30) days in advance of the date when the governing body will consider it.
EXHIBIT 1
14 c. Notices. Notices to Members shall be sufficient if delivered to the Clerk and Fire Chief for the each Member.
d. Assignment. This Agreement may be amended, and the Authority may be terminated, or its power may be modified, restricted, or eliminated by supplemental agreement executed by all Members at any time, with approval from each respective legislative body.
e. Severability. Should any part, term, or provision of this Agreement be decided by the courts to be invalid or in conflict with any law of the State of California, or otherwise be rendered unenforceable or ineffectual, the validity of the remaining parts, terms, or provisions shall not be affected and shall remain effective and enforceable.
f. Non-Discrimination. The Parties to this Agreement shall comply with all applicable federal, state, and local laws, rules, and regulations regarding nondiscrimination in employment or provision of services. All nondiscrimination laws, rules, or regulations required by law to be included in this Agreement are incorporated herein by this reference. g. Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of California and venued in San Joaquin County.
h. Force Majeure. Neither the Authority nor any of the Parties shall be held responsible or liable to any other Party or the Authority for any loss, damage or delay caused by accidents, strikes, lockouts, fire, flood, declared public health emergencies, act of civil or military authority or by insurrection or riot or by any other cause which is beyond its control.
i. Form of Approvals. Whenever an approval is required in this Agreement, unless the context specifies otherwise it shall be given by resolution duly adopted by the respective governing body of each member agency and in the case of the Authority, by resolution duly adopted by the Board. j. Section Headings. All section headings contained herein are for the convenience of the Parties and reference only and are not intended to define or limit the scope of any provision of this Agreement.
k. Counterparts. This Agreement may be executed in several counterparts, each of which is an original and all of which constitutes but one and the same instrument.
l. Effective Date. This Agreement becomes effective on the date the last required signature is executed, following separate approvals by the legislative bodies of each Party.
EXHIBIT 1
15 IN WITNESS WHEREOF, the undersigned public agencies have set their signature on the respective dates set forth below, which have been executed and attested by their duly authorized officers, and their official seals to be hereto affixed, as of the day and year first above written.
CITY OF STOCKTON: CITY OF LODI
By: ___________________________ By: ___________________________ Will Crew, Acting City Manager Scott R. Carney, City Manager Date: __________________________ Date: __________________________ ATTEST: ATTEST:
By: ___________________________ By: ___________________________ Katherine Roland, CMC, CPMC Olivia Nashed, City Clerk
City Clerk
Approved as to Form: Approved as to Form:
_______________________________ _______________________________ Lori Asuncion, City Attorney Katie Lucchesi, City Attorney SOUTH SAN JOAQUIN COUNTY FIRE AUTHORITY:
By: ___________________________
Randall Bradley, Fire Chief
Date: __________________________
Approved as to Form:
_______________________________
Tom Hallinan, General Counsel
EXHIBIT 1
16 EXHIBIT 1
17 EXHIBIT B:
Insurance Requirements
(Joint Powers Authority)
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Party shall carry General Liability Insurance covering all operations performed by or on behalf of Party providing coverage for bodily injury and property damage with a combined single limit of not less than two million dollars ($2,000,000), per occurrence. The policy coverage shall include:
a) Premises operation and mobile equipment.
b) Products and completed operations.
c) Broad form property damage (including completed operations) d) Explosion, collapse, and underground hazards.
e) Personal Injury
f) Contractual liability
g) $4,000,000 general aggregate limit
2. Automobile Liability: Primary insurance coverage shall be written on Insurance Services Office Business Auto coverage form for all owned, hired, and non-owned automobiles or symbol 1 (any auto). The policy shall have a combined single limit of not less than one million dollars ($1,000,000) for bodily injury and property damage, per occurrence.
If party transporting one or more non-employee passengers in performance of services, the automobile liability policy shall have a combined single limit of two million dollars ($2,000,000) for bodily injury and property damage per occurrence.
3. Workers’ Compensation / Employers Liability
A program of Workers’ Compensation insurance or a State-approved Self-Insurance Program in an amount and form to meet all applicable requirements of the Labor Code of the State of California, including Employer’s Liability with limit of no less than $1,000,000 per accident for bodily injury or disease, covering all persons, including volunteers, providing services on behalf of Party and all risks to such persons under this agreement.
4. Cyber Liability Insurance, with limits not less than $1,000,000 for each occurrence or event with an annual aggregate of, $2,000,000 covering privacy violations, information theft, damage to or destruction of electronic information, intentional and/or unintentional release of private information, alteration of electronic information, extortion, network security, breach response cost, and regulatory fines and penalties.
5. Additional Insured Status- The Entity, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or EXHIBIT 1
18 equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10 11 85 or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 if a later edition is used).
Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
Umbrella or Excess Policy
The Member may use Umbrella or Excess Policies to provide the liability limits as required in this agreement. This form of coverage will be acceptable provided that all of the Primary and Umbrella or Excess Policies shall provide all of the coverages herein required, including, but not limited to, primary and non-contributory, additional insured, Self-Insured Retentions (SIRs), indemnity, and defense requirements. The Umbrella or Excess policies shall be provided on a true “following form” or broader coverage basis, with coverage at least as broad as provided on the underlying Commercial General Liability coverage.
Notice of Cancellation
Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the Authority (minimum 30 days written notice)..
Acceptability of Insurers
Coverage is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the Authority.
City of Stockton
Legislation Text
File #: 25-0022, Version: 1
APPROVE A MOTION TO UTILIZE A VENDOR POOL OF COOPERATIVE AGREEMENTS FOR
INFORMATION TECHNOLOGY SOLUTIONS AND SERVICES
RECOMMENDATION
It is recommended that the City Council approve a motion to:
1. Approve findings which support and justify an exception to the competitive bid process;
2. Authorize the execution of five (5) contracts, utilizing multiple cooperative agreements established through a formal competitive bidding process that meets City requirements and provides access to preferential pricing, terms and conditions for Information Technology Solutions and Services for a total estimated amount of $25,030,000 for the term of the contracts, which includes renewal option terms (Attachments A through F); and
3. Authorize the City Manager to take necessary and appropriate actions to carry out the purpose and intent of the motion.
Summary
The Information Technology (IT) department supports more than 3,000 computers, printers, servers, mobile devices on a secure network and uses approximately 700 network devices and software to support this equipment. This infrastructure allows users access to email, software applications, network drives, internet, private and public WiFi, VoIP phones, and all hosted services. In the coming years, it is necessary to continue maintenance, servicing, licensing, and replacement of existing equipment based on the lifecycle replacement schedule.
This request establishes a vendor pool of cooperative agreements for purchases of general technology products and services. The use of these agreements will allow the City to purchase products and services in a timely manner, create efficiencies for staff, and to take advantage of significant discounts, estimated to provide potential savings from list prices of $1,120,000. Staff requests the Council authorize the execution of five contracts, utilizing multiple cooperative agreements for Information Technology Solutions and Services through FY 2028-29, for a total estimated amount of $25,030,000.
DISCUSSION
Background
The Information Technology (IT) department supports more than 3,000 computers, printers, servers, mobile devices on a large and complex wired and wireless secure computer data network. The City City of Stockton Page 1 of 5 Printed on 1/29/2025
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uses approximately 700 network devices and software to support this equipment. This infrastructure is what allows users access to email, software applications (Word, Excel, Computer-Aided Dispatch, Records Management Systems, etc.), network drives, the Internet, private and public WiFi, VoIP phones, and all hosted services.
In recent years, the City has spent an average of $5.5M annually (See: Table 1) and is budgeted at $11.2M in the current fiscal year, an increase that reflects additional spend plan for cybersecurity products and services, projects for enhanced technologies, and replacement of outdated infrastructure.
TABLE 1 - Technology Internal Service Fund / Technology SubFund Expenditure Description 2022 2023 2024 2025 Current
Budget
Equipment & Materials 2,146,437 2,302,955 2,011,708 4,373,113 Software & Hardware Maintenance,
Subscriptions, Hosting
3,387,404 1,502,240 4,524,945 5,762,217
Projects 354,588 0 212,262 1,076,897
Total $5,888,429 $3,805,195 $6,748,915 $11,212,227
The City approves purchases of general technology solutions and services through an agreement with CDW Government LLC, utilizing the National IPA Contract Number 2018011-01, approved by Motion 2020-03-10-1401, initially awarded in the amount of $12,500,000 for five (5) years, and later amended under Motion 2023-04-04-1203 to include Dell technology (computers, laptops, police vehicle mobile data computers, tablet computers, and other associated equipment), for a total amended amount of $14,560,000. The current contract expires on February 28, 2025.
This request is to establish a vendor pool of cooperative agreements for purchases of general technology products and services, with the added benefit of including the participation of multiple vendors and providing the City with an opportunity for increased cost savings. Also, by continuing a multi-year process to obtain approvals for purchasing routine operational expenses, the City benefits by reducing staff overhead and delays in acquisitions of products and services. In the coming years, it is necessary to continue maintenance, servicing, licensing, and replacement of existing equipment based on the lifecycle replacement schedule.
Present Situation
The City’s current investment in desktops, laptops, server equipment, and network infrastructure is estimated at a total replacement value of more than $13,000,000 over a five-year replacement schedule, which means the City will replace, on average, approximately 20% or $2,600,000 per year.
Scheduled replacements fluctuate based on the age and condition of the equipment and are monitored through the City’s asset inventory system. Additionally, the City utilizes cloud-based software, Office 365 (Outlook, Sharepoint, Office, etc), Tyler Munis (ERP) and cloud data storage for data backups. Maintenance includes agreements with vendors for version upgrades, patches, and support to cover any problems or issues that may arise with the equipment or software.
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Since the initial 5-year estimate comparable to Motion 2020-03-01-1401, the cost of technology assets has increased by 30%, driven by inflation and business service growth. Annual software subscriptions and maintenance services have expanded in both scope and cost. Additional services are included in this request which were previously purchased using a standard 3-quote competitive bid process. Also, as demand for projects for enhanced technology continues to grow, a contingency allocation is added to this request for department purchases. City staff project the cost to continue the current, comparable level of general technology services to support the infrastructure and network over the next five (5) years will be approximately $25,030,000 (see Table 2).
TABLE 2 - Purchase Authority Request
FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 TOTAL Equipment
Replacements
Schedule
1,940,734 1,372,664 2,320,742 1,077,542 1,411,467 8,123,149 Maintenance &
Software
Subscriptions
1,768,666 2,514,078 2,888,317 2,997,733 3,112,620 13,281,414 Projects for
Enhanced
Technologies
750,000 200,000 200,000 200,000 1,350,000
Contingency ~
10% for
departments
370,937 463,670 540,901 427,524 472,405 2,275,437
Total Request $4,080,337 $5,100,412 $5,949,960 $4,702,799 $5,196,492 $25,030,000 Authorizing the use of multiple cooperative agreements will allow the City to procure products and services in a timely manner and to take advantage of significant discounts, as well as create efficiencies for staff in terms of fewer staff reports, contract routings, and requests for quotes, which impacts multiple departments across the City: IT Department, Procurement, Budget Office, City Attorney, Human Resources/Risk, City Manager’s Office, and City Clerk’s Office. The following cooperative agreements have been identified as offering estimated potential savings of $1,120,000 from list prices and estimated allocations as described below (See Table 3):
An Omnia Partners cooperative agreement with CDWG has been identified as providing significant benefits for the City. Ongoing access to this agreement provides the City with an average 10% discount off of listed pricings from a large catalog, in any quantity. Additional discounts may be negotiated for key orders, based upon the preferential terms of the cooperative agreement. The agreement also provides ‘no cost’ standard delivery on all City orders under 70 pounds.
A total of six (6) Statewide Contracts between the Department of General Services and NWN Corporation has been identified and provides eligibility for the City to join. This agreement will provide significant discounts on a wide range of products and services. NWN offers an average discount of 37% on their enterprise technology contract. All contracts will offer the City Free On-Board Destination shipping.
City staff has identified and reviewed a cooperative contract between Omnia Partners and ePlus.
This cooperative provides an average discount of 15% on products ordered. The agreement will City of Stockton Page 3 of 5 Printed on 1/29/2025
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provide the City with will Free On Board Destination shipping. Not only will the seller pay all shipping fees, but this contract will increase the City’s ability to purchase discounted products.
An Omnia cooperative agreement between Zones, LLC has been reviewed and confirmed to offer significant benefits to the City of Stockton. Zones, LLC has a vast catalog of products listed on this cooperative that will be utilized to bring the City savings. The catalog lists an average discount of 15% and will assist City staff in sourcing vital products and services.
The final cooperative contract identified and reviewed has been created between Cobb County, GA and Carahsoft. This contract is hosted by Omnia Partners and will assist the IT Department in completing their goals. Carahsoft’s cooperative agreement provides an extensive catalog including over 300 manufacturers that the City will be offered products at a discounted rate. The discounts listed in this agreement offer an average of 8% depending on the manufacturer.
TABLE 3 - Estimated Allocations & Cost Savings
Contract Vendor Estimated
Allocation
Avg. Discount Estimated Cost
Savings
CDW $ 7,509,000 10% $ 170,000
NWN $ 5,006,000 37% $ 590,000
Zones $ 5,006,000 15% $ 180,000
Carahsoft $ 5,006,000 8% $ 90,000
ePlus $ 2,503,000 15% $ 90,000
Total $ 25,030,000 $ 1,120,000
Staff recommend that the Council adopt findings and approve entering into five agreements that offer competitive pricing through leveraged procurements, for a total estimated amount not to exceed $25,030,000 for the term of the contracts, which includes renewal options, for a total of five (5) years.
FINDINGS
Stockton Municipal Code Section 3.68.070(A)(5) provides an exception to the competitive bidding process where the City accesses the terms of a competitively bid and negotiated cooperative purchasing agreement and where the City Council has approved findings that support and justify the exception. The following findings support and justify an exception:
1. The City’s Procurement Office recommends and approves the use of these participating agreements and the City’s Cooperative Purchase Agreement, as it meets the criteria as an exception to the competitive bidding process by way of competitive pricing secured through public procurement sources, making it a valuable alternative to the standard bid requirement. a. The CDW Agreement was established through a formal competitive bidding process conducted by Omnia Partners, represented by the City of Mesa, Az. b. The agreement with NWN Corporation was established through formal competitive bidding processes conducted by the Department of General Services.
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c. The agreement with ePlus was confirmed to be established through a formal competitive bidding process, conducted by the Department of General Services. d. The cooperative agreement with Zones, LLC was established through a formal competitive bidding process conducted by Omnia Partners, represented by Region 14 ESC - TX.
e. The agreement with Carahsoft was established through a formal Competitive bidding process conducted by Omnia Partners, represented by Cobb County, Ga.
2. Participation in these five agreements will provide significant cost savings from lower prices, reduced freight charges, and more efficiently utilized City resources, create efficiencies for staff to acquire products and services in a timely manner. These cooperative agreements take advantage of established long-term agreements rather than performing repetitive transactional bidding.
3. Pursuant to Public Contract Code Sections 10298-10299 the State Department of General Services may consolidate the needs of multiple agencies and leverage the state’s buying power through a competitive process to achieve better pricing for goods and services, and these leveraged procurement agreements are available to cities without further competitive bidding.
FINANCIAL SUMMARY
All purchases of Information Technology Solutions and Services made from the five (5) contracts as shown in Table 3, utilizing multiple cooperative agreements, for a total estimated amount of $25,030,000 for the term of the contracts (including renewal option terms) will be funded through the Technology Internal Service Fund 510, project accounts, or department accounts and will not exceed budget authority approved through the annual budget process for FY 2024-25. Future annual costs estimated through FY 2028-29 will be included in the annual budget appropriation process. There is no impact to the General Fund.
Attachment A - Cooperative Agreements Summary
Attachment B - Cooperative Purchase Agreement with CDW-G Attachment C - Cooperative Purchase Agreement with NWN
Attachment D - Cooperative Purchase Agreement with ePlus Attachment E - Cooperative Purchase Agreement with Zones Attachment F - Cooperative Purchase Agreement with Carahsoft City of Stockton Page 5 of 5 Printed on 1/29/2025
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COOPERATIVE AGREEMENTS SUMMARY
Supplier
Name(s)
OEM Description Coop Average
Discount
Current
Expiration Date
Options to
Extend
Local
Office?
Payment
Terms
Discount
Free Freight?
NWN HPI HP Printers Statewide Mandatory 1-21-70-04A 50% 8/20/2025 6/30/2027 Y No F.O.B. destination, freight prepaid by
the Contractor, to the ordering
agency’s final receiving point
NWN Getac Ruggedized Laptops Statewide Mandatory 1-22-70-35 30% 6/30/2025 6/30/2027 Y No F.O.B. destination, freight prepaid by
the Contractor, to the ordering
agency’s final receiving point
NWN Cisco, HPE, Palo
Alto, Rubrik Enterprise Technology Statewide Mandatory 1-24-70-19-22 37% 9/30/2024 9/30/2029 Y No F.O.B. destination, freight prepaid by
the Contractor, to the ordering
agency’s final receiving point
NWN HP Desktops, Laptops, Monitors,
Chromebooks Statewide Mandatory 1-22-70-30 40% 9/30/2026 7/1/2027 Y No F.O.B. (Free On Board) Destination.
Seller pays the freight charges.
NWN HP Tablets Statewide Mandatory 1-21-70-08C 38% 7/31/2025 8/1/2026 Y No F.O.B. (Free On Board) Destination.
Seller pays the freight charges.
NWN Getac Tablets Statewide Mandatory 1-21-70-08D 22% 7/31/2025 8/1/2026 Y No F.O.B. (Free On Board) Destination.
Seller pays the freight charges.
NWN Telecom Structured Cabling Services Statewide Non-Mandatory STP-SW-SCS-19 Labor 8/18/2026 8/18/2026 Y No N/A CDW General IT Technology Solutions Products &
Services City of Mesa, #2024056-01 10% 7/1/2028 7/1/2034 N No Free shipping on orders under 70lbs. ePlus HPE, Palo Alto,
Rubrik Enterprise Technology Statewide Mandatory 1-24-70-19-12 15% 9/30/2027 10/1/2029 Y No F.O.B. (Free On Board) Destination. Seller pays the freight charges.
Zones
Apple, Cisco,
Dell/EMC, HP,, Intel,
Microsoft, etc.
Technology Solutions Products &
Services Region 14 ESC - TX, Omnia 01-152 15% 10/30/2025 10/30/2030 N No No Carahsoft General IT Technology Solutions Products &
Services Cobb County, Ga, 23-6692-01 8% 4/30/2026 4/30/2028 N No No
ATTACHMENT A
1 (Rev. 9.30.22)
COOPERATIVE/PIGGYBACK PURCHASE AGREEMENT
AGREEMENT SUMMARY:
1. Cooperative/Piggyback
Name:
Omnia Partners and City of Mesa, AZ
2. Contractor: CDW-G
3. Cooperative Agency
Agreement Name and
Agreement Number:
Information Technology Products and Services,
Contract Number: 2024056-01
4. Cooperative Agency Initial
Agreement Term:
Start Date: July 2, 2024
End Date: July 1, 2028
5. Cooperative Agency’s
Agreement-Options to
extend:
Option to renew for three (3) additional two-year
periods through July 1, 2034
6. Cooperative Agency
Amended Term:
N/A
7. Cooperative Agency
Remaining Options to
Renew:
Option to renew for three (3) additional two-year
periods through July 1, 2034
8. City of Stockton
Cooperative Purchase
Agreement Term:
Start Date: Date of Final Signature
End Date: July 1, 2028
9. City of Stockton
Cooperative/ Piggyback
Purchase Agreement
Amount:
Not to Exceed $7,509,000 for the term of the
Agreement.
AGREEMENT
The City of Stockton, a California municipal corporation on behalf of itself and its associated entities ("City"), and the above-named Contractor (“Contractor”), do hereby agree that City shall be granted the pricing, terms, and conditions under the above referenced Information Technology Products and Services, Contract Number: 2024056- 01 (“COOP”) as such may be amended from time to time. The COOP and associated documents referenced in the agreement are incorporated herein as Exhibit A to this City Cooperative/Piggyback Purchase Agreement (“Agreement”).
ATTACHMENT B
2 (Rev. 9.30.22)
Contractor shall grant such pricing, terms, and conditions to City for all procurements of goods and services, whether taking place on a City purchase order, purchasing card (credit card), or other purchasing modality, whether via telephone, via the Contractor website, or via direct purchase at a Contractor retail location.
1. Agreement Term: The Term of this Agreement shall remain in effect from date of the signing of this Agreement through July 1, 2028 unless terminated earlier by the City.
If the Cooperative/Piggyback Agency extends the COOP with Contractor by a written amendment, the City has the option to extend the term of this Agreement by written amendment not to go beyond the term stated in the COOP fully executed amendment.
2. Insurance and Hold Harmless: In addition to the pricing, terms and conditions stated in the COOP and the associated documents incorporated herein as Exhibit A, Contractor shall, at Contractor’s sole cost and expense and for the full term of the Agreement or any extension thereof, obtain and maintain at least all the insurance requirements listed in attached Exhibit B.
To the fullest extent permitted by law, Contractor shall hold harmless, defend and indemnify City of Stockton and its officers, officials, employees and volunteers from and against any and all liability, loss, damage, expense, costs (including without limitation costs and fees of litigation) of every nature arising out of or in connection with Contractor’s performance of work hereunder or its failure to comply with any of its obligations contained in the agreement, except such loss or damage which was caused by the sole negligence or willful misconduct of the City of Stockton. This obligation is independent of, and shall not in any way be limited by, the minimum Insurance obligations contained in this Agreement. These obligations shall survive the completion or termination of this Agreement.
3. Compensation: City and Contractor do hereby enter into this Agreement for Information Technology Products and Services available in the above-named COOP and associated documents incorporated herein as Exhibit A and referenced in the attached quote Exhibit C. In no way, shall payment to the Contractor during the term of this Agreement exceed $7,509,000 for the purchase of Information Technology Products and Services. Any person signing this Agreement on behalf of City or Contractor does warrants that he or she has full authority to do so.
4. Governing Law. California law shall govern any legal action pursuant to this Agreement with venue for all claims in the Superior Court of the County of San Joaquin, Stockton Branch or, where applicable, in the Federal District Court of California, Eastern District, Sacramento Division.
5. Applicable Law. Deliverables must conform with all applicable federal, state, and local laws. Such conformity includes compliance with federal sanctions, and Contractor certifies that it has not and will not engage in prohibited transactions with sanctioned persons or entities.
6. Special Funding. If Special Funding is applicable, Exhibit D – Special Funding Terms & Conditions are incorporated herein.
ATTACHMENT B
3 (Rev. 9.30.22)
This Agreement may be amended only by a written amendment, consistent with the COOP, signed by Contractor and City.
CITY OF STOCKTON CONTRACTOR NAME.
By: Anup Sreedharan (Jan 6, 2025 16:55 CST)
Harry Black, City Manager Signature
Date: Anup Sreedharan
Print name
ATTEST: Title: Sr, Manager, Program Management
HK
[If Contractor is a corporation, signatures must
Katherine Roland CMC, CPMC, City Clerk comply with Corporations Code §313] APPROVED AS TO FORM:
Lori Asuncion, City Attorney
By:
Signature
Print name
Title: Sr, Manager, Program Management
ATTACHMENT B
4 (Rev. 9.30.22)
EXHIBIT A
Fully Executed
Contract
(Insert for Council)
ATTACHMENT B
City of Mesa
Contract # 2024056-01
for
Information Technology Solutions Products and Services
with
CDW Government LLC
Effective: July 2, 2024
ATTACHMENT B
The following documents comprise the executed contract between the City of Mesa, and CDW Government effective July 2, 2024:
I. City of Mesa/CDW-G Signed Contract
II. Supplier’s Response to the RFP, incorporated by reference a. OMNIA Partners
ATTACHMENT B
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Edward Quedens
Business Services Director
7/8/24 09:01 MST
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EXECUTIVE SUMMARY
As a testament to the City of Mesa’s commitment to delivering the highest quality of services and vision to be leaders in procurement and strategic sourcing, CDW•G recognizes that the City has taken on a significant undertaking as the lead agency for this OMNIA Partners agreement.
As a current contract holder, CDW•G is uniquely positioned to deliver a comprehensive contracting solution that simplifies buying and removes the complexity of developing and implementing IT solutions. We are committed to providing continual value and efficiency to the procurement process and have the experience and comprehensive offering to meet the City of Mesa and OMNIA Partners’ needs.
Affirming our ability to create value for the City of Mesa and OMNIA Partners, in 2022, we received the Global Customer Value Leadership Award from Frost & Sullivan for the second year in a row. This award is presented to a company that demonstrates excellence in implementing strategies that proactively create value for its customers with a focus on improving the return on the investment that customers make in its services or products.
Breadth of Offerings
Since our last response to the City of Mesa and OMNIA Partners, CDW•G has undergone significant growth to continue to meet your needs in the vastly changing technology landscape.
In the last year alone, we have expanded our solutions and services offering across cloud services, software development, data orchestration, ServiceNow expertise, education sector consulting, security, and systems integration. Currently, we offer more than 100,000 products from more than 1,100 different manufacturers and software publishers and are committed to expanding our products, solutions, and services to continue to meet the City of Mesa and OMNIA Partners’ needs.
Local Presence
Our customers are the center of all we do at
CDW•G and the fuel behind our initiatives,
solutions, and services. Part of our dedication
to our customers is a sales and service force
best suited to the needs of our State, Local,
and Education (SLED) customers. With a
local presence and national reach throughout
the US, our team is ready to continue serving
the City of Mesa and OMNIA Partners. As
you may be aware, we have coworkers in
offices and remote locations in or near every
major city in the US; we have 1 office nearby
in Tempe, Arizona, and nearly 400 coworkers
who reside in AZ.
CDW•G and OMNIA Partners
CDW•G has been managing OMNIA contracts for 15+ years. Under our existing contract with the City of Mesa and OMNIA Partners, we have adoption within all 50 states and utilization by 900 State Agencies, 6,750 Local Government entities, 1,400 Higher Education entities, and Figure 1. US Office Locations
ATTACHMENT B
2,300 K-12 entities. Of these entities, we have successfully built and launched over 92 Participating Public Agency-specific agreements. CDW•G continues to prove without a doubt that we can keep our commitment to making this contract prosperous amongst our vastly growing portfolio of offerings.
Small and Diverse Impact Across Local Communities
CDW•G is proud to have a robust Business Diversity Program that actively contributes to the growth of small, diverse partners and makes positive community impact. CDW’s diverse spend in 2022 was $3.6B; as a testament to CDW•G’s commitment to how frequently we help our public sector customers meet their diversity goals with qualified partners, $2.3B of the $3.6B was solely from CDW•G. As a responsible market leader, CDW•G has the privilege, opportunity, and responsibility to partner with diverse business partners and bring them with us to every opportunity. Through our robust partner network, we can seamlessly integrate partners with the necessary capabilities into our business model, offering small and diverse businesses access to our resources while striving toward an equitable and inclusive society.
Sector-Specific Organization and Expertise
CDW•G was formed in 1998 to create a company with an exclusive public sector focus. The City of Mesa and OMNIA Partners have access to regionally based, segment-focused, dedicated CDW•G Account Teams. This segmentation ensures that CDW•G meets all your needs while supporting your vision and mission. CDW•G is among the largest education technology solutions providers as a trusted IT partner to more than 15,000 K-12 schools, as well as approximately 3,000 colleges and universities.
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 1 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
PROPOSAL QUESTIONNAIRE RESPONSE
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 2 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
PROPOSAL QUESTIONNAIRE RESPONSE
The City will evaluate and score Attachment A, Attachments C, D, and E (those responses deemed necessary to evaluate proposers qualifications and approach).
Questionnaire Instructions
Respondents must respond to each question by using the response box provided, failure to do so may result in your firm’s response being found non-responsive.
Respondents must read and complete the Response Questionnaire of this RFP and provide any documentation required to support the answers to each question. Vague or disorganized Responses that do not allow sufficient information for evaluation purposes may result in rejection of a Response.
If your firm has prior experience working with the City DO NOT assume this prior work is known to the evaluation committee. All Respondents are evaluated on the information contained in their Response and presentations, if requested. All Responses must be prepared as if the evaluation committee has no knowledge of the firm, their qualifications, or past projects.
Responses to the questionnaire and related documents and exhibits are to be organized in the same sequence as presented in the questionnaire. Supporting documents and exhibits not clearly identified to a correlating question will not be evaluated. The evaluation committee shall have the final determination as to what is considered “clearly identified”.
How to Respond
The Respondent should provide a concise explanation of its capabilities to satisfy the requirements of this RFP, with emphasis on completeness and clarity of content. DO NOT assume that you will have any opportunity to make a presentation or explain any item or detail.
Minimums Qualification
The following requirement(s) have been identified as minimums for this procurement. A “No” response to any of the following question(s) (1) may be deemed non-responsive and the firm will be removed from the evaluation process.?
Explanation
The contractor shall provide an explanation to each question/specification, and it is your firm’s responsibility to ensure that your explanation supports the chosen response (Yes, No). The City reserves the right to correct any Contractor selected response based on Contractor’s explanation to each question/specification. Proposers will be scored on selected response (yes or no) and explanations given.
Complies Explanations
1. Contractor shall have been in the business
of providing the products and services
described in this RFP for at least two (2).
Yes
No
☒
☐
Yes, CDW•G confirms we have been in the
business of providing the products and services
described in this RFP for at least two years. In
fact, CDW was founded in 1984 and has
sustained consistent growth since then. Specific
to the public sector, we formed CDW•G in 1998
to focus on the needs of federal, state, local, and
education customers. We have been providing
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 3 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
IT products and services for nearly 40 years. In
addition, we have been managing OMNIA
Partners contracts for more than 15 years,
providing the products and services described
in this RFP. Under our existing contract with the
City of Mesa and OMNIA Partners, we have
adoption within all 50 states and utilization by
900 State Agencies, 6,750 Local Government
entities, 1,400 Higher Education entities, and
2,300 K-12 entities. Of these entities, we have
successfully built and launched over 92
Participating Public Agency-specific
agreements.
Firms Qualifications and General Information
Question Response
1. Brief history and description of Supplier to
include experience providing similar
products and services.
Founded in 1984, CDW LLC (CDW) is a leading provider of technology solutions to over 250,000 customers composed of small-, medium-, and large-sized public and private entities.
CDW Government LLC (CDW•G) is a wholly owned
subsidiary of CDW, incorporated in 1998 to address the
specific needs of our government, education, and healthcare customers. Our broad array of products and services ranges from hardware and software to integrated IT solutions such as security, cloud, hybrid infrastructure, and digital
experience.
Our unique company structure provides the City of Mesa and OMNIA Partners with products and services only a large
national reseller can provide, combined with a local presence typical of a small business. Account Teams are segmented by agency type, Education (K-12/Higher Ed) or Government (State and Local/Federal), and by region. To provide the City of Mesa and OMNIA Partners with one contact who is
knowledgeable of every nuance of their organization, every customer has a dedicated CDW•G Account Manager as their primary point of contact. Customers in the largest markets also have the support of a local Advanced Technology
Account Executive (ATAE) in the field to facilitate onsite meetings and in-depth technical conversations.
CDW•G is one of the largest technology solution providers in the US, currently carrying more than 100,000 name-brand technology products from over 1,100 leading IT
manufacturers and software publishers. For the full list of our manufacturers and software publishers, please see our line card in Tab D, Exhibit 1. We have a large original equipment manufacturer (OEM) and software publisher presence in our offices across the country and are supported in the field by Advanced Technology Account Executives. CDW•G delivers
more than just products; we deliver IT solutions and services in a manner consistent with procurement guidelines and the City of Mesa and OMNIA Partners Participating Public
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 4 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
Agencies’ preferences. With subject matter experts able to advise on the right IT solutions and the purchasing avenues to accommodate efficient and seamless procurement,
CDW•G offers flexibility in how customers engage with and buy from us. We pride ourselves on our innovation and a ceaseless desire to deliver an excellent customer experience.
We have over 15 years of experience managing OMNIA
Partners agreements. Through our contract management
capabilities and nationwide state, local, and education (SLED) sales force, we have successfully expanded contracts and member utilization rates. We hold three master
agreements, which include Region 4 ESC – TX - Technology Solutions, Products and Services, City of Mesa - Information Technology Solutions & Services, and Region 4 ESC – TX – Total Cloud Solutions. Additionally, we maintain ongoing strategic cadences with OMNIA Partners to drive contract utilization through enablement and marketing activities.
Under our existing contract with the City of Mesa and OMNIA Partners, we have adoption within all 50 states and utilization by 900 State Agencies, 6,750 Local Government entities, 1,400 Higher Education entities, and 2,300 K-12 entities. Of these entities, we have successfully built and launched over 92 Participating Public Agency-specific agreements.
2. Total number and location of salespersons
employed by Supplier.
We currently employ approximately 15,000 coworkers
globally across 51 different office locations in the US, including one office in Tempe, Arizona. In total, CDW has more than 4,200 salespersons, with approximately 1,500
salespersons at CDW•G dedicated to public sector agencies.
To provide the best experience to our customers, CDW•G’s sales force is segmented into four verticals: Higher Education, K-12 Education, Federal Government, and State and Local Government. Each team is further regionalized, allowing our Account Managers and Advanced Technology Account
Executives (ATAEs) to dive deep into communities and build relationships with localized areas.
We have provided visuals for our State and Local, K-12, and Higher Education segmentation as well as locations of our coworkers in Tab D, Exhibit 2.
3. Number and location of support centers (if
applicable) and location of corporate office.
We have 51 offices and two distribution centers around the United States, including one office in Tempe, Arizona. Our technical support technicians are based out of our Holmdel, NJ, location.
CDW•G is headquartered at 230 N. Milwaukee Ave. Vernon
Hills, IL 60061.
Offices and Distribution Centers
Arizona: Tempe
California: Glendale, Irvine, San Diego
Colorado: Centennial
Connecticut: Shelton
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 5 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
Florida: Boca Raton, Tampa
Georgia: Atlanta
Illinois: Chicago, Elk Grove Village, Rosemont,
Vernon Hills*
Indiana: Carmel, Indianapolis
Iowa: West Des Moines
Kansas: Overland Park
Maryland: Columbia, Crofton
Michigan: Detroit, Grand Rapids
Minnesota: Bloomington, Minneapolis
Missouri: St. Louis
Nebraska: Omaha
New Jersey: Cherry Hill, Holmdel
New York: New York City (2), Pittsford, Syracuse
Nevada: North Las Vegas*
North Carolina: Charlotte, Greensboro, Raleigh
Ohio: Cincinnati, Cleveland, Columbus
Oregon: Portland
South Carolina: Greenville
South Dakota: Sioux Falls
Tennessee: Nashville
Texas: Austin, Dallas, Houston, San Antonio
Utah: Midvale
Virginia: McClean, Reston
Washington: Bellevue, Seattle
Wisconsin: Appleton, Madison, Milwaukee
*distribution center
In addition to our office locations, CDW•G's technical
engineering team is national and will travel to customer locations. We also leverage CDW•G partners to provide
local capability/services outside of our 51 support centers.
4. Describe any debarment or suspension
actions taken against supplier
As of the date of this submittal, CDW•G certifies that to the best of its knowledge and belief, CDW•G has not been listed by any federal or state authority as debarred or suspended.
5. Is your firm in the process of being sold.
Yes
No
☐
☒
If yes, please explain:
6. List three (3) government agencies
references for an equivalent products and
services contained in this Request for
Proposal.
References should be current customers
and verifiable and should be able to
comment on the Offeror’s related
experience.
Contact and required information for each of the following references are below.
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 6 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
A government agency is defined as
Federal, State, County, City/Town,
State/Local University/College, and
School Districts.
Name of agency/firm
Contact person(s) with direct knowledge
of the proposed solution and services
provided.
Phone number
E-mail address
Products and Services provided
Length of business relationship (time)
Response Below
Reference #1:
Name of agency/firm: University of California, Los
Angeles (UCLA)
Contact person(s) with direct knowledge of the
proposed solution and services provided: Soren
Bondesen
Phone number: 310-794-6063
E-mail address: [email protected]
Products and Services provided: Full Catalog of
Hardware, Software and Services, including Staff
Augmentation Services
Length of business relationship (time): 11+ years
University of California, Los Angeles, (UCLA) is a public research university that serves 50,000+ students and nearly 8,000 faculty members. With a vast array of degree
programs and areas of study, including Law, Public Health, Hospitality, Medicine, and Theater, UCLA requires an IT provider that can meet the needs of a diverse set of
students, faculty, and interests.
Whether classroom technology, security and storage,
audiovisual equipment, software renewals, keyboards, or staff augmentation services – UCLA depends on CDW•G to
provide what they need. We support not only their IT
Department but also any other department that might require IT products, like their medical school or hospitality
department.
Recently, UCLA has taken advantage of our Staff
Augmentation Services to fill in gaps in one of their
departments. We have an extensive database of candidates and save UCLA stakeholders time by finding candidates,
conducting interviews, and handling paperwork.
As one of our largest customers on the current City of Mesa and OMNIA Partners contract, UCLA benefits from a
simplified procurement process, a knowledgeable team for all of their solution needs, and a dedicated CDW•G Account Manager to process multiple orders a day.
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 7 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
Reference #2:
Name of agency/firm: Michigan Department of
Technology, Management, and Budget (DTMB)
Contact person(s) with direct knowledge of the
proposed solution and services provided: Mary
Ladd
Phone number: 517-763-0320
E-mail address: [email protected]
Products and Services provided: CDW•G’s full
catalog of products, solutions, and services,
including Security Software, Network Management
Software, Networking Products, Support Services,
and more.
Length of business relationship (time): 7 years –
since August 2016
Michigan DTMB supports the business operations of
Michigan state agencies through a variety of services and aims to optimize enterprise-wide business, financial, and technical services. DTMB budget services more than 50,000 end users across the State and more than 20 departments, including the Secretary of State and Treasury.
CDW•G’s relationship with Michigan began in 2016 when
they sought a vendor who had relationships with numerous OEMs and could offer various products, services, and
solutions.
DTMB benefits from our ability to sell various OEM brands and our high-level partnerships with these OEMs. We offer DTMB our full catalog of products, services, and solutions while our purchasing size and scale deliver the best value to the State.
Reference #3:
Name of agency/firm: City of Tempe, Arizona
Contact person(s) with direct knowledge of the
proposed solution and services provided: Scott
Campbell, Chief Information Security and
Compliance Officer
Phone number: 480-350-8948
E-mail address: [email protected]
Products and Services provided: Staff
Augmentation, Information Security Consulting,
Incident Response Playbook Development
Length of business relationship (time): 7 years
The City of Tempe IT Department supports more than 1,600 City employees with a population of around 185,000
constituents. Like many mid-size municipalities, their IT Department found themselves needing additional help;
however, they required a partner who understood what that help looked like and knew when it was time to move forward, executing on the budget quickly, effectively, and responsibly.
CDW•G focused on relationship building with key IT
stakeholders, gaining trust and mindshare, and proving our
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 8 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
long-term alignment to help drive exceptional outcomes for citizens and employees. Presenting a full stack of services offerings, the City of Tempe was able to choose resources that best aligned with yearly initiatives and requirements.
Using the City of Mesa OMNIA Partners contract as the
procurement vehicle, CDW•G delivered on several critical services. From simply providing a network security resource to help around the margins, to providing information security ad hoc services for consulting, we have been able to
continuously augment the skills of Tempe’s full-time IT staff to help them deliver on their goals.
NOTE:
References listed will not be held
confidential and the City will not honor
Respondent’s request to keep the
information confidential.
Initial evaluation - Respondents will be
evaluated based on the information
requested and provided by references.
The City reserves the right, but does not
have the obligation, to contact any or all
the provided references. Proposers are
encouraged to provide detailed
information about each reference in the
Response Questionnaire as the City
may not directly contact a reference and,
instead, use the information provided
about a reference in the Response for
evaluation.
The City reserves the right to contact
additional clients or persons for
references.
7. Describe how supplier differentiates itself
from its competitors.
CDW•G is a partner dedicated to walking next to our
customers every step of the way in their technology journey.
A significant priority in SLED IT initiatives is flexible, adaptable technology that can securely enable user needs. It’s not enough to provide customers with access to products they want quickly and efficiently. Procurement and Information Technology officers need to understand their options, and SLED agencies need to know their products are securely
sourced.
CDW•G is uniquely positioned to serve OMNIA Partners
Participating Public Agencies and is differentiated in the following areas:
Business diversity programs and local impact
Experience with OMNIA and OMNIA Partners
Participating Public Agencies
Best-in-class contract management
Technical innovation
Secure supply chain and distribution model
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 9 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
Depth and breadth of solutions across hardware,
software, cloud, cloud marketplace, professional
services, managed services, and staff augmentation
Past performance of successfully guiding OMNIA
Participating Public Agencies through technological
and industry change
Public sector expertise with dedicated sales and
technical resources aligned by industry
A detailed description of each area of differentiation is provided below.
Robust Business Diversity Program
CDW•G is proud of our Business Diversity Program, and we believe that the structure and depth of our program are significant differentiators for each of our customers. While we are not a M/WBE-certified company, our program seeks to empower diverse and local companies in the communities we serve nationwide. Instead of simply checking the box to meet requirements, we curate a unique network of quickly
deployable diverse business partners. This approach
embodies the goals of our customers by creating a multiplier effect that drives job creation and contributes to lasting economic empowerment in the communities we serve.
Our program allows the City of Mesa and OMNIA Partners to support their local communities through everyday IT
procurement. We work closely with the City of Mesa and
OMNIA Partners Participating Public Agencies to find
qualified, small and/or diverse suppliers to meet your goals, based on your requirements and needs.
In 2022, CDW spent $3.6B with certified small, diverse
suppliers, and we currently feature over 1,400 small and diverse suppliers who we partner with on a regular basis. As a testament to CDW•G’s commitment to how frequently we
help our public sector customers meet their diversity goals with qualified partners, $2.3B of the $3.6B (nearly 64%) in 2022 was solely from CDW•G.
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 10 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
Also in 2022, we more than doubled the size of our Business Diversity Program team to ensure that we take a customized, regional approach to better serve our diverse partners and establish local economies of scale. Our team understands the specific requirements that different states have and helps customers navigate, establish, and magnify impact, under their diversity goals. In Arizona, we’ve contributed the following in 2022:
CDW•G prides itself on having a strategic program that puts our Business Diversity partners first. Unlike some valueadded resellers (VARs) that see diversity requirements as a box to check, we find these requirements as a way to partner with local businesses and help them grow. Our goal is for these local, diverse companies to become long-term strategic partners of both our customers and CDW•G. We provide
greater insight into our Business Diversity Program in
question 2 of Firm’s Method and Approach below.
OMNIA Partnership Experience
Our sales force is well-versed in growing contracts and is also experienced in discussing the value of OMNIA Partners
contracts. We believe the contract structure that the City of Mesa and OMNIA Partners offer, combined with our expertise in supporting dynamic procurement solutions with our broad customer ecosystem, provides a unique opportunity to
optimize contract adoption and growth. Collectively, we remove the complexity of procurement and technology that Figure 1. 2022 Economic
Impact in Arizona
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 11 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
our customers often encounter. We understand the value of OMNIA Partners and its contracts and have been successful in expanding this contract to our customers.
CDW•G continues to prove without a doubt that we can keep our commitment to making this contract prosperous amongst our vastly growing portfolio of offerings. Continuing to contract with CDW•G provides the City of Mesa and OMNIA Partners Participating Public Agencies with a secure partnership with a proven track record of positioning the contract nationwide and expanding the contract footprint among all SLED-eligible entities.
Contract Management Experience
While we manage numerous public sector contracts, we
believe it is the breadth of our contracts and the emphasis we place on contract compliance, company-wide, that allows us to be a leader in contract management. Many suppliers have well-established delivery and installation procedures but lack the plan or personnel to ensure compliance throughout the contract’s complete lifecycle.
A major differentiator for CDW•G is our Program
Management Team, a group of coworkers devoted to the full lifecycle of contractual sales, including managing active contracts. CDW•G invests in these resources because of our understanding that contracts are complex sets of
commitments. Centralizing our contract management within one department allows us to standardize our contract
management processes and share best practices. As a result, we reduce risks and improve efficiencies for CDW•G, and, more importantly, for the City of Mesa and OMNIA Partners Participating Public Agencies. With an average of over ten years of industry experience and active participation in the National Contract Management Association and World
Commerce & Contracting, CDW•G Program Managers are
qualified to advise and serve our customers at all stages of the contract process. CDW•G manages nearly 1,000 active SLED contracts, with OMNIA Partners contracts in the top 1% of our spend. Our contract managers become experts in their respective contract portfolios and can continue to provide insights to the City of Mesa and OMNIA Partners.
Access to the CDW•G Program Management team not only
ensures contract compliance but also assures the City of Mesa and OMNIA Partners Participating Public Agencies
that, when leveraging this contract, their purchases and piggyback agreements are overseen not solely by a sales team member but also by a highly skilled and specialized contract compliance professional.
Commitment to Innovation
For more than 20 years, CDW•G has been at the forefront of emerging technologies, including collaboration solutions, cloud, mobility, and virtualization, which is a major aspect of
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 12 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
our ability to grow as a company. We have actively expanded our catalog, certifications, and solutions to address the latest IT developments, including cloud, IoT, software, and esports, so that we can continue to meet the evolving needs of the City of Mesa and OMNIA Partners Participating Public Agencies.
In addition, we have dedicated CDW•G resources aligned to these solution areas to help the City of Mesa and OMNIA Partners Participating Public Agencies understand and
implement them.
Moving forward, we expect the landscape in which we
compete to continue to evolve as new technologies are
developed, and we will continue to evolve with those
technologies. To affirm our dedication to innovation, CDW received CRN’s 2023 Internet of Things (IoT) Innovators Award; this annual program honors North American solution providers that recognize the enormous potential of IoT, have integrated cutting-edge technologies into their portfolio, and are driving IoT innovation forward. CDW•G will continue to invest, organically and inorganically, in high-growth solutions and services capabilities so that we can continue to meet the needs of the City of Mesa and OMNIA Partners.
CDW•G understands that the City of Mesa and OMNIA
Partners Participating Public Agencies change and shift over time, and we are willing to change as technology changes.
Sourcing Products and Building OEM Relationships
CDW•G has relationships with more than 1,100 leading
manufacturers. When CDW•G doesn’t have a direct
relationship with an Original Equipment Manufacturer (OEM), we leverage our vast distribution network (i.e., Arrow, Synnex, Ingram Micro, a diverse partner, and more) to source a
product request. As such, should the City of Mesa and OMNIA Partners identify a product we do not currently provide, we will work to ensure you get what you need.
Additionally, our Product and Partner Management team is dedicated to onboarding new OEMs and partners. This team works proactively to identify customer-leveraged OEMs to onboard into our ecosystem of partners. If a product is out of stock in CDW•G distribution centers, CDW•G can leverage our local and national distribution network; if the product is in stock in the distribution network, CDW•G can generally
secure product(s) from our local distribution network within 24 hours.
Our sales staff and engineers are in steady communication with customers regarding their needs and vendor partners regarding changing product lines and new offerings.
Ability to Adapt
CDW's market position, financial strength, and demonstrated agility enable us to deliver value that transcends helping our customers meet short-term IT objectives. We are with our customers in good times, but we are also there to help them
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 13 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
navigate difficult circumstances and unprecedented
challenges.
We are relentlessly devoted to helping our customers meet the challenges related to resolving their technology needs.
One way we achieve this is through our agility in adapting to the unexpected, such as during the earliest stages of the COVID-19 crisis. Because CDW•G plays a critical role in continuing to supply IT products and services to our public sector customers, we prioritized a strategic response that would ensure our customers’ needs were met in the face of a significant strain on the global supply chain. We worked closely with our manufacturer partners to identify product recommendations based on projected availability. At the same time, we maintained focus on the well-being of our communities and helped our customers navigate a rapidly changing environment. We implemented stringent safety
measures in our distribution centers in order to maintain business continuity while prioritizing the well-being of our coworkers. Due to our having two distribution centers in different portions of the country, we are able to maintain our supply chain in the event one of those centers goes down for any reason.
For example, when a customer needed to quickly deploy
device rollouts to enable distance learning, they leaned on CDW•G to scope, design, and ship solutions in quick order.
When the facilities expecting these shipments were closed without advance warning, CDW•G worked closely with the 17 colleges and universities to reroute packages and ensure the essential deliveries were received. Our teams successfully rerouted hundreds of shipments. As the situation continued to evolve, our teams remained in contact with our carrier
partners to provide updates and continued to leverage
member input and requirements to inform our company-wide strategic buying decisions.
CDW•G’s unmatched product and solutions offerings,
coupled with an unrivaled partner network of leading
manufacturers and diverse businesses, enable us to give the City of Mesa and OMNIA Partners Participating Public
Agencies a partner that can adapt to any scenario, both in the short- and long-term.
Blended Distribution Model
A significant advantage that differentiates CDW•G in the marketplace is our ability to deliver the right products at the right value, right when you need them. Many of our
competitors rely on what we refer to as “virtual warehouses.” These resellers are entirely reliant on their distribution and OEM partners for packaging and shipping customer solutions.
This virtual warehouse model introduces extended lead times and uncertainty in sourcing and supply chain security. At CDW•G, we have blended the best of our OEMs and
distribution partners’ fulfillment capabilities with our own
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 14 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
distribution centers to optimize quick and accurate fulfillment.
Our same-day fill rate typically varies between 97% and 99% for credit-approved orders with in-stock products.
Public Sector Expertise
We have more than 30 years of extensive experience
providing solutions to public sector customers across
segments (federal, education, state and local). Our parent company, CDW LLC, was established in 1984, and CDW•G
was established in 1998 to better serve our federal, state and local, and education customers. Public sector business
comprised roughly 36% of our total annual revenue in 2022.
We maintain over 1,000 contracts in order to serve these customers efficiently and compliantly. Our portfolio
demonstrates widespread adoption and relevance, with
customers actively transacting across all 50 states.
Under the new contract, we will continue these efforts, with targeted account planning in collaboration with the City of Mesa and OMNIA Partners to expand the contract footprint to small, middle, and large entities.
Firms Method and Approach
Question Response
1. Provide a description of all services that
can be provided by your firm or partners
(e.g., cloud, services, maintenance,
implementation, design, analysis, training,
repair, staff augmentation, etc.).
We provide expert consulting, design, configuration,
installation, implementation, cloud, maintenance, analysis, training, repair, staff augmentation, lifecycle management services, and more. We provide more insight into the
services we offer, as well as products and solutions, in Tab D, Exhibit 3. Additionally, we have provided our full training course catalog in Tab D, Exhibit 4.
CDW•G’s full lifecycle of services supports the City of Mesa and OMNIA Partners Participating Public Agencies’ internal team and helps you focus on your short-term and long-term goals. Our lifecycle of services takes a consultative
approach to IT; we listen to your needs so that we can truly understand the challenges your organization faces. This level of understanding allows us to identify how technology can help you meet your goals. Then, we help you design, orchestrate, and manage your technology environment.
CDW•G offers a robust range of products and services that enable the City of Mesa and OMNIA Partners to develop
the best total solution to meet your specific needs while attaining the most value. As a testament to our services experience, we have recently received the following
awards:
In 2022, we received Frost & Sullivan’s Global
Customer Value Leadership Award, recognizing
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 15 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
our growing services portfolio for its commitment
to our customers who seek support for their digital
transformation. The award recognizes our unique
focus on augmenting the value that our customers
receive, beyond simply good customer service,
leading to improved customer retention and
customer base expansion.
In June 2023, we ranked #4 on CRN’s Solution
Provider 500 list. This list ranks the top
integrators, service providers, and IT consultants
in North America by revenue.
Also in June 2023, we ranked #10 out of 501 in
the prestigious 2023 Channel Futures Managed
Service Providers (MSP) 501 rankings; MSPs that
qualify for the list must pass a rigorous review and
are ranked using a unique methodology that
weighs financial performance according to longterm health and viability, commitment to recurring revenue, and operational efficiency.
As evidenced by more than 15 years supporting OMNIA
Partners Participating Public Agencies, CDW•G's size and breadth allow us to accommodate a nationwide demand for services and fulfill obligations as a nationwide contractor.
We will continue to invest in high-growth solutions and services capabilities so that we can continue to meet the City of Mesa and OMNIA Partners Participating Public
Agencies’ needs.
We provide more insight into the services we offer, as well as products and solutions, in Tab D, Exhibit 3.
2. Please describe any local diversity
program(s) or partnership your firm
currently have in place.
Response should also include the following:
Please define qualifications for
small business/diversity program or
partnership.
Does your firm have a mentoring
program that supports your local
partnerships? If, yes, please
provide the details of your
mentoring program.
Any required certifications
Number of States and Cities
currently available?
Plan to expand to other States and
Cities.
Business Diversity Program – Overview
Please describe any local diversity program(s) or partnership your firm currently have in place.
When you partner with CDW•G, you are partnering with a
company where business diversity is a deeply embedded,
ongoing priority. Since the inception of our Business
Diversity Program in 2007, we have sought to promote
diverse supplier participation representative of our
customers and communities that contributes to sustainable economic growth. CDW•G is prepared to help the City of
Mesa and OMNIA Partners Participating Public Agencies
meet their diversity goals. We’re committed to simplifying the complexity of Business Diversity for the City of Mesa and OMNIA Partners Participating Public Agencies.
While we are woman-led with our CEO Chris Leahy, we are not a minority- or woman-owned business enterprise.
Because we are not a large corporation with our own
M/WBE certification, CDW•G has the opportunity to invest in small and diverse businesses. As a result, we drive job creation and contribute to lasting economic empowerment in communities across the US.
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 16 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
Results of our Business Diversity Program
Partnering strategically with diverse and small businesses enables us to keep providing the industry's best experience while contributing to economic growth in diverse
communities nationwide. Since 2007, we have spent $25
billion, $3.6 billion in 2022 alone, with certified small, diverse suppliers, and we currently feature over 1,400 small and diverse suppliers who we actively partner with on a regular basis. Of the $3.6 billion in 2022, $2.3B was solely from CDW•G supporting public sector goals.
In 2019, we became a member of the Billion Dollar
Roundtable (BDR), joining an exclusive group of 40 USbased companies procuring more than $1 billion annually from minority- and women-owned businesses on a first-tier basis.
In 2021, industry-leading research IT research firm and consultancy, Gartner, conducted a case study on CDW's
Business Diversity Program for procurement leaders.
Gartner concluded the following: “CDW’s supplier diversity team enables business partners to retain the best-fit
diverse suppliers for new sourcing needs by providing
targeted business-relevant information gathered from past supplier engagements.” Our comprehensive Business
Diversity Program ultimately allows procurement officials to confidently incorporate small and diverse suppliers into their supply chain.
In 2022, we enhanced our national strategy across the US by welcoming supply chain experts to our growing team.
These regional market leaders are focused on building
partnerships with local suppliers and across our customer base. Their efforts have improved our agility and increased our effectiveness in identifying and mentoring new diverse partners. Additionally, this comprehensive approach
enables us to gain a deeper understanding of the unique challenges, opportunities, and economies of scale present in each region. We use these real-time insights to inform and tailor our business diversity strategy, boosting both performance and impact.
In 2023, CDW hosted the BDR Summit. The Summit is an
annual gathering of BDR members to discuss best
practices and opportunities for supplier diversity program growth.
Benefits
Benefits of our Business Diversity Program and
incorporating small and diverse suppliers include the
following:
Meet the City of Mesa and OMNIA Partners
Participating Public Agencies’ small, minorityowned supplier goals without having to invest time
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and resources into finding, evaluating, and
engaging them yourself.
Diversify the City of Mesa and OMNIA Partners
Participating Public Agencies’ supply chain,
boosting your resilience and agility in an
unpredictable world.
Enjoy a first-mover advantage when it comes to
new, cutting-edge technologies.
Benefit from our strong supplier relationships and
global procurement capabilities.
We understand that each OMNIA Partners Participating
Public Agency will have different requirements, laws, and goals. CDW•G is continuously developing more small and
diverse partnerships to meet our customers’ needs. These relationships include, but are not limited to, product
manufacturers, distributors, and service providers
nationwide who support direct (Tier 1) and indirect (Tier 2) fulfillment through presales and service engagements. We recruit diverse and disadvantaged partners locally and
regionally because customer spending goals are typically tied to local laws and require the partner to be certified within their city or state.
These various engagement models allow the City of Mesa
and OMNIA Partners Participating Public Agencies the
choice to engage with the diverse partner that suits their technology needs and where the diverse partner’s business is best suited to provide support in the sales cycle. We strive for our small and diverse partners to meaningfully participate in meeting customers’ IT needs.
Tier I and Tier II Programs – Overview
We realize that each customer has unique targets that
require a thoughtful and dynamic approach to strategic
sourcing. Our Business Diversity Program offers a broad and robust partner network.
The following are a few ways that CDW•G can support the City of Mesa and OMNIA Partners Participating Public
Agencies in meeting your diverse supplier goals:
Educate users on CDW•G’s business diversity
program and how to initiate a planning session.
Conduct customer-focused planning sessions with
CDW•G Account Manager and Business Diversity
program representative.
Utilize information gathered from planning
sessions to develop custom plans to achieve
customer goals around Business Diversity.
Perform ongoing engagement to adjust plans as
necessary.
More insight into our Tier I and Tier II Programs is below:
The Tier I Program
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City of Mesa, Information Technology Solutions, Products, and Services 18 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
CDW•G is continuously developing additional small and
diverse partnerships to meet the City of Mesa and OMNIA Partners Participating Public Agencies’ Tier I needs. In fact, we offer an online registration tool where businesses can register for future opportunities with CDW•G. Our growing list of suppliers means that the City of Mesa and OMNIA Partners Participating Public Agencies can count on
CDW•G to deliver against their diversity spending targets.
CDW•G has also partnered with M/WBE leasing companies
that can support the City of Mesa and OMNIA Partners
Participating Public Agencies’ Tier I spend requirements.
CDW•G’s Tier I program offers a low-risk experience for agencies looking to achieve direct spend with small,
disadvantaged businesses while upholding the highest
standards of IT procurement.
The Tier II Program
In an effort to foster even more opportunities for small, diverse businesses, CDW•G launched a Tier II Business
Diversity Program in 2009 for its key manufacturing,
distribution, and logistics partners. The program’s goal is simple: to further opportunities for competitive small and diverse suppliers to supply goods and services to CDW•G and deliver them to our customers like the City of Mesa and OMNIA Partners Participating Public Agencies. CDW•G
also provides Tier II reporting to customers that track their spending, ensuring that suppliers meet contract
compliance and obligations. Our Tier II reports show the items that CDW•G purchased from diverse suppliers, all
items that our customers purchased from CDW•G, and all
items that CDW•G purchased from diverse suppliers to fulfil customers’ orders directly. A major advantage to this model is the ability to recognize spend across multiple diverse firms by leveraging CDW•G’s network of vetted hardware
and software suppliers.
Recent Awards and Recognition
Recent notable awards that demonstrate our commitment
to diversity include:
2023 Military Times Best for Vets: Employers List
2024 Military Friendly Employers Award from
Military Friendly
2023 Best Employers for Diversity – Forbes
In February 2023, we were named one of
America’s Top Corporations for Women’s
Business Enterprises (WBEs) by the Women’s
Business Enterprise National Council (WBENC).
According to the WBENC, this honor is the only
national award recognizing corporations for worldclass Business Diversity programs that reduce barriers and drive growth for women-owned
businesses
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City of Mesa, Information Technology Solutions, Products, and Services 19 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
Ranked #11 of Nasdaq 100 companies for its
ESG reputation in December 2022
Commitment to Helping Close the Digital Divide
An essential part of our Business Diversity Program is our commitment to closing the digital divide. One of CDW•G’s core values and strengths is making technology work so
people can do great things. However, we recognize that
technology doesn’t work equally for everybody, and
reliable access to technology is often not equitable,
resulting in a digital divide. We are determined to change this narrative and are passionate about closing this divide within our company and the communities we support.
Through our Business Diversity Program, we are actively working towards digital equity and making a positive
impact. Below are a few of the ways we work to close the digital divide:
Promoting Digital Equity
CDW•G prioritizes digital equity by providing products and services to sectors that need them the most, such as
education, healthcare, and government. We firmly believe that closing the digital divide requires collaboration from all leaders, within and outside our organization. By partnering with like-minded organizations that share our commitment to digital equity, we can amplify our collective impact and bridge the gaps we see everywhere.
Business Diversity
Our Business Diversity Program is a critical differentiator for CDW•G, enabling us to deliver increasingly innovative products, services, and solutions to our customers. We
take pride in our comprehensive and active program,
recognized as global champions for Business Diversity by esteemed organizations like Gartner, the Billion Dollar Roundtable, and WEConnect International. We also
embrace the responsibility of sharing our experience and expertise with our customers and suppliers because we
believe that when they succeed, we all win.
Driving Economic Empowerment in Communities
Investing in small and diverse businesses presents a
unique opportunity to create jobs and contribute to lasting economic empowerment in our communities. With the
global population becoming increasingly diverse, minority audiences are emerging as a significant target for
companies, and diverse-owned businesses play a vital
role in the small business sector.
Commitment to Fostering Equity
CDW•G is committed to fostering equity and ethical
behavior throughout our global supply chain. We
continually advance our global Business Diversity
strategy, and in 2022, our operations in Canada and the
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City of Mesa, Information Technology Solutions, Products, and Services 20 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
UK exceeded their diverse spend targets. Collaboratively with our customers and supplier partners, we believe in the power of community members as drivers of
prosperous, resilient local economies, creating efficiencies throughout our global supply chain.
Increasing our Diverse Supplier Spending
Our commitment to business diversity is demonstrated by our substantial spend with small and diverse businesses.
Since 2007, we have transacted over $25 billion with
these enterprises.
Social Impact
We are committed to making a long-lasting, meaningful
difference through our global Social Impact program. With more than 80 social impact partners and as members of
Tech for Good, we invest in technology that creates
deliberate, positive social benefits. One recent partnership is with Compudopt, a national nonprofit that provides
technology access and education to under-resourced
youth. Our collaboration across the country aligns with our shared strategy of providing access to technology.
Through local donation drives and employee engagement
at Compudopt locations, we empower youth by
repurposing personal, non-company computers and
educating them about the potential of technology.
Qualifications for Small Business/Diversity Program
• Please define qualifications for small business/diversity program or partnership.
We have a proactive approach to identifying and engaging diverse subcontractors and partners in our projects.
CDW•G has a comprehensive vetting process that ensures
each small and diverse partner can meet our customers’
quality and performance expectations. Partner selection is based upon such criteria as business case, price,
responsiveness, quality, geographic reach, available skill set, length of the project, and overall customer satisfaction.
Committed to growing our Business Diversity Program,
CDW•G actively seeks out diverse suppliers through
Business Diversity databases, attends Business Diversity events and trade fairs, and collaborates with diversityfocused organizations and industry associations. We also maintain a comprehensive internal Business Diversity
database that is constantly growing; this resource serves to connect project managers with qualified, diverse
subcontractors and partners.
Should the City of Mesa and OMNIA Partners Participating Public Agency have specific goals to meet, we will work with you to identify and engage a qualified, diverse
subcontractor so that you can not only meet your own goals but also positively contribute to your own communities.
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City of Mesa, Information Technology Solutions, Products, and Services 21 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
Mentoring Programs
• Does your firm have a mentoring program that supports your local partnerships? If, yes, please provide the details of your mentoring program.
Mentorship and advocacy are integral components of our
Business Diversity Program. It’s one way we live up to our commitment to build stronger communities through
economic inclusion. We have had numerous successes
with mentor protégé programs with entities such as the City University of New York (CUNY) and Texas Tech University; these programs are designed to enhance diverse partners’ capabilities, assist in meeting development goals, and
improve their abilities to compete for and win contracts.
With these programs, we are able to help grow their
businesses and relationships.
Building on that momentum, we’ve collaborated with other universities to expand our efforts to help diverse
businesses capitalize on their expertise to win business. In August of 2023, we welcomed our fellow BDR members to
our Vernon Hills, Illinois, headquarters for BDR’s 2023 summit to share best practices in pursuit of the collective vision to leverage our supply chains and positively impact our world.
During the year, we expanded our partnership with
Disability:IN, a leading nonprofit resource for business disability inclusion worldwide. As an Inclusion Works
partner company, we’re proud to mentor disability-owned businesses. Disability:IN’s Inclusion Works program
provides companies with a team of disability inclusion
experts to help them create an inclusive culture while
simultaneously developing a sustainable recruitment
strategy.
Required Certifications & Partner Certifications
• Any required certifications
While we are and have been woman-led with our CEO and
Chair Chris Leahy since January 1, 2019, we are not a
minority- or woman-owned business enterprise. Because
we are not a large corporation with our own M/WBE
certification, CDW•G has the opportunity to invest in small and diverse businesses. As a result, we drive job creation and contribute to lasting economic empowerment in
communities across the US.
All of our diverse partners are required to hold and maintain diversity certifications. CDW•G accepts certifications from national and international Business Diversity certification councils, as well as city, state, and federal government entities.
States and Cities
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City of Mesa, Information Technology Solutions, Products, and Services 22 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
• Number of States and Cities currently available?
Our Business Diversity Program is active in all 50 states, as well as Canada and the United Kingdom.
Plan to Expand
• Plan to expand to other States and Cities.
CDW•G continuously seeks new partnerships that help our customers meet their small and diverse supplier goals and support local communities. As a testament to our effort to continue building our Business Diversity Program, we
enhanced our national strategy across the US by
welcoming supply chain experts to our growing team in
2022. These regional market leaders are focused on
building partnerships with local suppliers and across our customer base. Their efforts have improved our agility and increased our effectiveness in identifying and mentoring new diverse partners. Additionally, this comprehensive
approach enables us to gain a deeper understanding of the unique challenges, opportunities, and economies of scale present in each region. We use these real-time insights to inform and tailor our business diversity strategy, boosting both performance and impact.
As a whole, CDW•G’s Business Diversity Program goals
are to increase procurement opportunities for direct and indirect spending with small, minority-owned, womenowned, veteran-owned, disabled-owned, and other small, disadvantaged businesses. Our philosophy on diversity
extends beyond our coworkers, the customers we serve,
and the communities we live in to include our valued
supplier partnerships. Our commitment to strategically
partner with qualified businesses enables CDW•G to
continue to provide the best customer experience while
contributing to economic growth in diverse communities.
Small and Diverse Partner Testimonials
MBE Testimonial – KNZ Solutions
KNZ Solutions, a certified minority-owned business, was founded in 2017 by Khaled Mussa. Here’s what KNZ has to say about their partnership with CDW•G:
“CDW•G has been an invaluable support to KNZ Solutions.
Their commitment to fostering collaboration and nurturing partnerships truly sets them apart. Their expertise,
resources, and unwavering dedication played a pivotal role in navigating the challenges inherent in our industry. The impact of this partnership extends far beyond the bottom line – KNZ’s employee count increased, and jobs were
created. Our partnership has not only elevated our
business but has also reinforced our belief in the
transformative power of meaningful partnerships. We look forward to continued success and growth together.”
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City of Mesa, Information Technology Solutions, Products, and Services 23 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
WBE Testimonial – BlackHawk Data
BlackHawk Data is a New York-based WBE founded in
2018. Read about the BlackHawk Data and CDW•G
Partnership below:
“One of my primary go to partners has always been CDW.
I knew if I went to them for advice, suggestions, and just to simply talk to, they would help me get through the start up phase. Well, they did more than that. Along with the local team in New York, the CDW Diversity Team helped me and
made introductions to people around the US that I would not normally have met.
I do honestly owe a good amount of our success to the
CDW Team. As without them, getting through some of the
hardest and darkest times may not have been possible
without them.
Because of partners like CDW, we have been able to grow the business to 45 people, hopefully, $60M in 2023, and become a CRN Triple Crown Winner.
My heart is full with love and continued support on building our relationship.”
WBE Testimonials – WBENC Conference
In 2023, CDW funded a booth for 15 woman-owned
businesses at the annual Women’s Business Enterprise
National Council (WBENC) conference. This financial
commitment directly impacted the growth of those
businesses. Here’s what two women had to say:
Pam Feld, CEO, WBE/MBE: The booth sponsored by CDW
afforded me the opportunity to deepen existing corporate relationships and engage with a multitude of WBEs from all over the country. I came away with 2 RFPs, 4 potential
speaking opportunities, and 6 meetings lined up for
expanding relationships.
Mellissa Tong, CEO, WBE/MBE: I was really grateful that my talk at CEO Success Community Booth 718 was so well
received that I got a recommendation to deliver a one-hour talk on Storytelling for Branding and Marketing for Maui’s Economic Development Center in late April. Then, I was
contacted by WBENC national to do a pitch workshop for
them on May 5th. None of this would have happened
without CDW's generous support of Booth 718 at WBENC
in 2023.
MBE Testimonial – Betis Group
Betis is a minority-owned systems integrator with 25 years of experience providing Information Technology consulting and solutions on a global scale. Here’s what Betis had to say:
Betis and CDW have enjoyed a highly successful
relationship since 2001. Thanks to CDW's successful
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City of Mesa, Information Technology Solutions, Products, and Services 24 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
contract win record, Betis provided project management, technical, and device installation services at more than 100 locations around the world. Over the last several years, our relationship [with CDW] has expanded as Betis helps
support and deliver CDW's winning formula for gaining
market share with private-sector customers who want to
buy through a Tier-1 Diversity Supplier. The strategic
collaboration between Betis and CDW has led to the
acceleration of delivery and solutions for both our
companies.
3. Please provide a statement regarding any
sustainable, environmental, or socially
responsive initiatives or practices your firm
or suppliers have engaged in. This can be
related to the specific products and/or
services contained in this RFP.
CDW•G collaborates with our coworkers, customers,
technology partners, and communities to improve the
environment, create positive social impact, and live and operate in a more sustainable and ethical world. Our
Environmental, Social, and Governance (ESG) journey and priorities are focused on where CDW•G is uniquely
positioned to make the greatest impact and sustainably add value. While we have provided insight into our ESG
Program below, we encourage the City of Mesa and
OMNIA Partners Participating Public Agencies to explore our 2022 ESG Report here.
CDW is raising the bar on our ESG program. We have
expanded the leadership and governance of our ESG
program, named a global head of ESG, and designated risk and ESG business leaders across the business. We also
created a Climate Task Force to drive climate awareness within CDW and lead the development of our global climate strategy.
Environmentally Preferable Products
Our commitment to sustainable and socially responsible
technology implementation remains a priority, and we have advanced these efforts by enabling online searchable
access for customers to an expanded portfolio of
environmentally certified products and cloud-based
solutions that improve energy efficiency. The City of Mesa and OMNIA Partners Participating Public Agencies can
identify and select from a broad range of environmentally certified products (Energy Star, Electronic Product
Environmental Assessment Tool (EPEAT), and TCO
Certified) and cloud-based solutions that deliver added energy efficiency.
CDW•G assists customers in determining environmentally
preferable products in many ways, including:
Providing website specifications for each product
details; i.e., EPEAT and/or Energy Star compliant
and specific power consumption data, where
available
Providing a portfolio of manufacturers that are
committed to producing environmentally friendly
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City of Mesa, Information Technology Solutions, Products, and Services 25 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
technology and that have programs and policies
that support their commitment.
Offering products that meet the evolving
standards associated with the Environmentally
Preferable Purchasing Program (EPP) and the
IEEE 1680 Standard for the Environmental
Assessment of Personal Computer Products
Training our sales teams on the requirements of
Executive Order 13101 Greening the Government
Through Waste Prevention, Recycling, And
Federal Acquisition
CDW•G is committed to protecting the environment by
continuing to manage our business with increased
efficiency and understanding the full extent of our
environmental impact. While we strive for continuous
improvement in the environmental performance of our
operations, we recognize our greatest opportunities to
impact the environment lie in our supply chain and our
ability to work with our partners to address issues such as climate change and waste reduction. More than ever, we
are focused on working with our partners and outside
experts to evaluate our environmental impacts and
opportunities.
Our environmental efforts also include continuing to focus on waste reduction at our facilities and expanding our
participation in leading electronics recycling programs that benefit our customers, partners, and communities. We are very proud of the outstanding efforts of our coworkers in the areas of workplace culture and coworker engagement,
diversity, equity and inclusion, business diversity, digital equity, and other forms of social impact. We are also
pleased to highlight that we have made the strategic
decision to align our ESG priorities with eight of the UN Sustainable Development Goals.
Environmental
CDW•G is committed to being a good steward of the
environment and earth’s natural resources. We strive to continuously improve our own environmental performance
while growing our business and supporting our partners
and customers. Given our role in the technology sector as a leading multi-brand technology solutions provider, our greatest opportunities to impact the environment lie in collaborating with our supply chain and working with our partners and customers to help them achieve their
environmental goals. This includes continuing to expand our offering of sustainable and socially responsible
technology products and solutions.
We continue to elevate our role in sustainable and socially responsible technology by working with our technology
partners to promote their environmentally certified products
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City of Mesa, Information Technology Solutions, Products, and Services 26 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
and solving for our customers’ outcomes around their ESG goals and priorities.
In 2022, we made it easier for our sales teams and our
customers to identify and select from a broad range of
environmentally certified products and cloud-based
solutions that deliver added energy efficiency. CDW•G ecommerce sites enable the City of Mesa and OMNIA Partners Participating Public Agencies to filter their online catalog search to identify and buy third-party-certified products, and our sales teams are trained to assist the City of Mesa and OMNIA Partners Participating Public Agencies with finding and selecting these products. Our goal is to be able to offer all of our customers full stack of solutions that address a broad spectrum of environmental considerations.
In addition to third-party-certified products, we are
enhancing our ability to deploy and configure products
remotely to reduce the environmental impacts of packaging and transportation, and offering device recovery and
recycling programs to reduce electronic waste from
products that need to be replaced.
Social
Our commitments to diversity, equity and inclusion,
business diversity, digital equity for our communities, and other forms of social impact strengthen us. We are very proud to have so many partners and customers join us on this journey. CDW•G takes a comprehensive approach to
diversity, equity, and inclusion (DEI). We are deliberate and focused on creating a culture where The CDW Way
becomes a lived reality – where our dedication to our values of trust, connection, and commitment is evident and where belonging is an everyday experience for all our coworkers, customers, business partners, and communities. CDW•G is committed to embracing and fostering diverse thinking,
inclusive behaviors, and equal opportunity across our
global operations.
For our coworkers, we strive to attract diverse
talent, create opportunities for advancement and
professional growth, and provide a sense of
inclusion and belonging where everyone can be
their authentic self.
In our supply chain, we are committed to
maintaining an industry-leading business diversity
program.
In our communities, we have focused our Social
Impact commitments around digital equity to help
close the digital divide. Our Social Impact
approach empowers coworkers, partners, and
stakeholders to create sustainable and equitable
change in the world.
Business Resource Groups
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City of Mesa, Information Technology Solutions, Products, and Services 27 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
CDW’s Business Resource Groups (BRGs) continue to
play a vital role in the coworker experience by
encouraging connection and serving as a forum for
coworkers to make their voices heard, build awareness,
celebrate their affinity area(s), serve their communities, bolster allyship, offer professional development
opportunities, and provide perspective on diversity and inclusion initiatives.
Committing to Diverse Talent
We aspire to be the best place for diverse talent by
promoting equity in our processes for hiring, advancing, developing, and retaining our coworkers and leaders. We strive to attract a diverse talent pool so we can increase diversity representation in all forms within CDW. To put our commitments into action, we have adopted a strategic, integrated approach to continuously address the
representation of both professionals of color and women at all levels of our organization – from hire to retire. In addition to our focus on enhancing the diversity of our candidate pool and new coworker population, we also aim to expand diversity at the manager and director levels, which creates upward mobility toward vice president and executive leadership positions.
Social Impact
CDW Social Impact makes a concerted effort to:
Engage our coworkers by encouraging and
supporting them to broaden their awareness and
give their time and resources to the causes that
matter most.
Empower our communities by building new and
expanding existing nonprofit partnerships
throughout the world that align with our purpose
and values.
Governance
We know that integrity, trust, and good corporate
governance matter to all our stakeholders. By ensuring
smart governance and ethics and compliance practices, we continue to earn the trust and confidence of our
stakeholders, which enables us to sustain our success and create long-term shareholder value.
Corporate Governance
CDW’s commitment to good corporate governance is
unwavering - from our Board to our Executive Committee
to all levels of our organization. The governance structure of the company is designed to be a working structure for principled actions, effective decision-making, and
appropriate monitoring of both compliance and
performance.
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City of Mesa, Information Technology Solutions, Products, and Services 28 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
Ethics and Compliance
Our ethics and compliance program is built around our
efforts to guard and protect that trust. The CDW Way Code, which applies to all coworkers and directors, is the basis for how we work at CDW. It is imperative that CDW ensures
we adhere to The CDW Way Code and follow all legal and
regulatory requirements. It defines our standards for
corporate behavior and provides direction and insight into the ethical and legal issues coworkers may face. Further, the Code focuses on the importance of organizational and individual accountability as we work to maintain the trust of our fellow coworkers, customers, shareholders, and other stakeholders. Topics addressed in the Code include:
Confidentiality of company, customer, and
business partner information
Avoidance of conflicts of interest
Compliance with government contracting
requirements
Fair dealing
Marketing practices
Financial integrity
Data Privacy and Information Security
Aligned with our commitment to ensuring strong ethics
and compliance, we continued to build on our data privacy strategic framework in 2022 with the rollout of a formalized mission, principles, and objectives for ensuring strong data ethics. Through global collaboration and a proactive, adaptable approach, our data privacy program strives to:
Enable CDW’s continued growth
Support a strong culture of thoughtful and
responsible data use
Improve and implement controls, policies, and
processes to ensure privacy compliance
2022 Progress and Milestones
2022 was a year of significant ESG progress and
milestones. We extended our efforts to address critical areas such as access to environmentally certified products, climate action, waste reduction, coworker engagement,
recruiting of tech talent, diversity, equity and inclusion, social impact, business diversity, governance and ethics, and global information security. We also significantly
expanded our efforts to engage in ESG discussions with
our investors, coworkers, customers, partners, and
communities.
Specific strategic milestones during the year included:
Added a global head of ESG to our team and
designated risk and ESG business leaders across
the business
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 29 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
Began refining our ESG governance structure to
drive greater accountability and ongoing
engagement with leaders and subject matter
experts
Engaged leaders and teams throughout the
enterprise in an ESG strategy development
process
Created a cross-functional, geographically diverse
Climate Task Force to drive climate awareness
within CDW and lead the development of the
company’s global climate strategy
Made the strategic decision to align our ESG
efforts with eight of the UN Sustainable
Development Goals
Initiated an ESG materiality assessment refresh
that will be completed in 2023 and will guide our
strategic focus in the coming years
We are committed to a high degree of transparency about our ESG performance – in our annual ESG report, on our
website, in our Task Force on Climate-related Financial Disclosures (TCFD) and Sustainability Accounting
Standards Board (SASB) disclosures, and in our proxy and annual report.
4. Does your firm or partners use packaging
that is reusable or recyclable?
Yes, we use 100% recyclable envelope shippers as well as pick-pack shipping containers, which are made from the
maximum allowable amount of post-consumer recycled
material and are 100% recyclable.
Partners
We also maintain freight service contracts with UPS,
FedEx, and DHL. Insight into their packaging is provided below:
UPS offers reusable packaging.
FedEx offers packaging options that are reusable,
recyclable, and made from recycled content.
DHL has various policies and standards they
follow, including using paper that is recycled, and
using 30% certified renewable material for
shipping labels, tape, and pallet wrap, and 50%
certified renewable for void fill material and
mailing bags.
5. Does your firm or partners operate hybrid
vehicles? If yes, please describe the
vehicles.
CDW•G does not maintain a fleet of vehicles for delivery.
As a result, we do not directly operate hybrid vehicles in the US.
Currently, approximately 98% of our US shipments are
delivered by carriers enrolled in the US EPA SmartWay
Transport Partnership, which helps companies advance
supply chain sustainability by measuring, benchmarking, and improving freight transportation efficiency, and all of our US shipments are handled by carriers with climate
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 30 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
goals. We are also working with our third-party shipping and logistics partners to develop transportation management systems and delivery schedules that help them increase
their own energy efficiency, which helps to reduce our
transportation-related emissions.
In addition, CDW UK has multiple transportation efficiency efforts in place, including using net zero couriers, bulk purchasing and delivery, and reducing air travel through incountry services. There are 45 hybrid vehicles on order for 2023 delivery, representing 59% of our UK fleet.
Partners
We believe it is important that our partners have similar missions and values as CDW•G and our customers; we
maintain freight service contracts with UPS, FedEx, DHL, and less-than-truckload (LTL) freight providers, including highly secure transportation options. Insight into our
partners’ hybrid vehicles is below:
UPS operates hybrid electric package-delivery
vans to reduce use and emissions of its fleet.
FedEx operates more than 170 hybrid vehicles
around the globe, including the largest fleet of
commercial hybrid trucks in North America.
DHL Express deployed 100 new electric delivery
vans in 2021.
CEVA Logistics is leveraging Plug-in Hybrid
Electric Vehicles and Mild Hybrid Electric
Vehicles.
Expeditors implemented EVs in their operations.
6. Does your firm or partners vehicles
operate/run on renewable fuels such as, but
not limited to biodiesel, biogas, or
renewably product synthetic fuels? If yes,
please describe the vehicles.
While CDW•G does not own/operate vehicles that run on
renewable fuels, we maintain freight service contracts with UPS, FedEx, DHL, and less-than-truckload (LTL) freight
providers, including highly secure transportation options such as Tforce Freight, Expeditors, DHL, and Ceva.
Partners
Insight into our partners’ vehicles is provided below:
UPS owns one of the world’s largest private fleets
of alternative fuel and advanced technology
vehicles, including, but not limited to, Compressed
Natural Gas, Electric Vehicles, Hybrid Vehicles,
and E-Bikes. They are collaborating with suppliers
to increase alternative delivery options like EPowered Semi Trailers and electric vertical takeoff and landing. By 2025, 40% alternative fuels will be used in UPS’s ground operations.
FedEx’s fleet of over 6,200 alternative fuel
vehicles includes hybrid, electric, liquefied, or
compressed natural gas, liquefied petroleum gas,
and hydrogen fuel cell vehicles.
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 31 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
Tforce does not have any equipment that runs on
renewable or synthetic fuels.
Expeditors is a US EPA SmartWay Program
partner and has saved an estimated 750,359
metric tons of CO2 since 2010. They have a
target to reduce the scope of CO2 emissions per
square foot from mobile equipment by 20% by the
end of 2025, resulting in 95% of their forklifts
being electric.
DHL’s assets run on 20% Biodiesel Mix.
Ceva has hydrogen and natural gas for select
vehicles in the US; these are modified trucks that
accept hydrogen and natural gas instead of
diesel.
7. Does your firm or partners use any of your
firms’ vehicles have automatic start/stop
technology?
CDW•G does not operate a fleet of vehicles for delivery. As noted in question 6, we partner with economically
responsible couriers. In addition, CDW’s two distribution centers use stand-up electric forklifts; these automatically shut off once the user steps off the forklift.
Partners
Insight into our partners’ vehicles is below:
UPS leverages a range of technologies and
processes that reduce engine idle time and
ensure a lower-carbon journey.
FedEx does not provide specific information about
start/stop vehicles for their fleet; however, they
estimate by 2025, 50% of parcel pickup and
delivery is intended to be electric. Additionally,
FedEx was the first customer to receive 150 new
BrightDrop Zevo 600 vans, which have zero
tailpipe emissions.
DHL’s assets have set idling parameters to shut
off after 15 minutes of idling and auto-start once
the pedal is touched.
Ceva uses auto start/stop technology for its
natural gas and electric vehicles in the US and
across the globe.
8. Please explain your firm’s process for
accepting and process requests for quotes
using contract rates. Please include
number of days or hours required to
generate/issue request quote and deliver to
customer.
The City of Mesa and OMNIA Partners Participating Public Agencies can request quotes directly through your
dedicated CDW•G Account Manager or online through
your CDW•G Account Center. The rates in your Account
Center will reflect special contract rates; dedicated
Program Manager, Ty Robles, will ensure the correct
contract price is maintained. Ty regularly conducts selfaudits to ensure pricing compliance and takes corrective action if needed.
Through Your CDW•G Account Center
The City of Mesa and OMNIA Partners Participating Public Agencies can create a quote instantly, right from your own
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 32 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
shopping cart. Once you build your cart, you can either create the quote and send it to yourself for later, or you can purchase the items right then and there. Regardless of whether you decide to save your quote or purchase,
your CDW•G Account Manager will get a copy of your
quote or order for review. Once the City of Mesa and
OMNIA Partners Participating Public Agencies are ready
to order, your CDW•G Account Manager will review before manually releasing the order. This step helps mitigate
incorrect orders.
Through Your CDW•G Account Manager
Should you choose to have your Account Manager create
a quote for you, the City of Mesa and OMNIA Partners
Participating Public Agencies can review it moments after your Account Manager creates it. From there, the quote
can be printed, forwarded to colleagues or managers for pre-authorization, or converted to a live order.
When you request a quote through your CDW•G Account
Manager, he or she strives to respond to standard
requests for quotes quickly. Quotes that require research or input from a specialist may take a little longer to
complete. A standard quote will typically be returned
within 24-48 hours.
9. How many orders are processed daily on
an average?
On average, we process 14,000 orders per day.
The Vernon Hills distribution center processes an average of 90,000 units per day. The Las Vegas distribution center processes a daily average of 47,000 units per day. We ship 40,000 to 50,000 boxes per day, depending on the time of year.
Our large, on-hand inventories and strategically located distribution centers allow us to ship the City of Mesa and OMNIA Partners Participating Public Agencies’ products to your locations quickly and cost-effectively. Also, our
proximity to our principal distributors enables us to obtain competitively priced, non-stocked items for quick
turnaround.
10. What is the highest number of orders
processed in a single day?
The highest number of orders processed in a single day
was approximately 19,000 orders.
11. Describe your delivery commitment: As one of the largest solution providers in the US, 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 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 on-site employees at our distribution centers,
individuals with a track record of supporting CDW•G with
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 33 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
sophisticated capabilities to leverage their intermodal transport options.
In addition, your CDW•G Account Manager will keep you
informed regarding delivery expectations. If any item is out of stock, he or she will continue to provide updates
regarding the expected delivery time. Order status
information is also available 24 hours a day in your CDW•G Account Center.
Our purchasing department maintains ample supply of
goods on hand between our Illinois and Nevada distribution centers. We have multiple staging options, including preorder and buy and hold agreements, which are subject to additional terms and conditions. This service allows
inventory to be stocked for customers in order to manage situations such as large customer rollouts or to take
advantage of certain market conditions. We have a
replenishment program that has specific criteria for each manufacturer and takes lead time into consideration when placing orders. We have Electronic Data Interchange (EDI) feeds with most of our suppliers, outlining quantity, location, and cost of goods. CDW•G leverages its position in the
competitive channel and overall buying power to secure
favorable product discounts. As a result, we can pass along the volume discount savings to the City of Mesa and
OMNIA Partners Participating Public Agencies, and many
products are available for immediate shipment.
a. What is your fill rate guarantee? Our same-day fill rate typically varies between 97% and 99% for credit-approved orders with in-stock products.
Order fulfillment may vary due to the addition of
configuration services and based upon the complexity of those services. Our strong working relationships with
manufacturers and distributors, effective inventory
management procedures, and state-of-the-art automated
systems allow us to provide the products that you need
when you need them.
Additionally, our ISO-certified (ISO 9001:2008) order
fulfillment procedures and requirements meet rigorous
industry standards to ensure that your order is shipped quickly and accurately; overnight and ConfigurationsPriority orders receive processing priority during order fulfillment.
b. What are your delivery days? CDW•G’s standard delivery is Monday through Friday, excluding Thanksgiving, Christmas, and New Year’s Day.
Arrangements can be made based on the City of Mesa and
OMNIA Partners Participating Public Agencies’ needs to
fulfill orders on weekends and holidays for an additional fee.
Customers should provide at least a 48-hour notice in order to allow time to properly set up any weekend or holiday deliveries.
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 34 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
c. Do you offer next day delivery? Yes, CDW•G can ship same day, overnight/next day, 2nd day, 3rd day, and ground in most US geographies. An
expedited freight charge may be added for this service. d. How do you facilitate emergency
orders? Whenever a City of Mesa and OMNIA Partners
Participating Public Agencies Participating Public
Agency’s order requires expediting, it will be treated with priority. If an emergency situation arises, contact your dedicated CDW•G Account Manager, who will place the
order and arrange for expedited delivery. Due to our very large inventory at our two distribution centers, it is very likely that we will have the product(s) you need for
immediate shipping. Overnight and Configurations-Priority orders receive processing priority during order fulfillment.
The most economical option is to utilize FedEx or UPS for overnight delivery for arrival by 10:30 AM the next morning (to most areas). However, FedEx and UPS may not be
available options for heavy-weight shipments. CDW•G
Account Managers can help identify the best option
available depending on the weight and destination.
e. Are shipping charges exempt for
ALL who use this contract? Unlike some vendors, CDW•G offers no charge ground freight for shipments less than 70 pounds within the 48 contiguous United States.
For those instances that are larger than 70 pounds or
require express or overnight delivery, shipping costs will be pre-paid by CDW•G and added to the customer invoice.
f. Describe how problems (such as a
customer ordering a wrong product
or a customer receiving a defective
product; etc.) are resolved.
CDW•G encourages the City of Mesa and OMNIA Partners
Participating Public Agencies to contact their dedicated CDW•G Account Manager to assist with any such issues.
The CDW•G Account Manager is the City of Mesa and
OMNIA Partners Participating Public Agencies’ dedicated resource for all requests; he or she is responsible for intake of the problem, identifying paths to resolution, and working with you to determine an acceptable resolution. CDW•G
Account Managers are backed by an extensive team of
technical, finance, partner, and operations coworkers.
If the Account Manager evaluates the issue and determines he or she cannot personally assist you, he or she will
engage and collaborate with our Customer Relations
Department to assist. Customers may also reach out to
Customer Relations directly. To help mitigate incorrect orders from being placed, CDW•G Account Managers
review each order before it is released.
Ordering a Wrong Product
However, should you order the wrong product and wish to return it, the City of Mesa and OMNIA Partners Participating Public Agencies have the option to start your return on your online CDW•G Account Center. To return a product, you
will need to access the Recent Orders history of your
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 35 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
account. Then, select the Order Number for which you
would like to request a return or search for an order by date or purchase order number.
You will be taken to the Order Details page. In the Product Details section, you have the option to select "Request a Return." Select the item(s) you wish to return. Please detail the reason for your request. When your return is approved, you will receive a Return Merchandise Authorization (RMA) number, which must be included with the returned
merchandise. The RMA number is valid for 10 business
days.
Returns within 30 days from invoice date can be for
exchange, replacement, refund, or credit at CDW’s
discretion. Please be aware that specific manufacturers have more restrictive return policies and may be subject to a return fee. If the product is returned and accepted after 30 days, credit will be issued toward future purchases only.
Receiving a Defective Product
In the rare situation that you receive a defective product, you may return most defective products directly to CDW•G within 15 days of invoice date and receive, at CDW•G’s
discretion, credit, replacement, exchange, or repair. After 15 days, only the manufacturer warranty applies.
12. Describe your invoicing process. Is
electronic invoicing available? Is summary
invoicing available? Are there other options
on how an agency receives an invoice?
An invoice will be mailed the day after the product(s) is shipped out of one of our distribution centers. Another option is electronic invoicing; the City of Mesa and OMNIA Partners Participating Public Agencies can request that invoices be sent via PDF instead. The PDF would be sent the same day that the invoice is generated in the system.
When a product is drop shipped from a vendor, CDW•G
will invoice the customer once we receive the invoice from the vendor. Copies of original invoices can be printed via your CDW•G Account Center. If there are ever any
questions with regard to an invoice, you should contact your Account Manager so the situation can be resolved in a timely manner.
CDW•G proudly offers summary invoicing; we can
consolidate invoices into one invoice on a weekly, biweekly, or monthly basis.
13. Describe the types of customer service
available to agencies that use this contract:
We encourage the City of Mesa and OMNIA Partners
Participating Public Agencies to reach out to their dedicated CDW•G Account Manager to resolve problems; he or she
will always listen, escalate as needed on your behalf, and help resolve any problem you may have.
Additionally, CDW•G has customer relations
representatives who are available to resolve post-sales inquiries from 6am until 8pm MT, Monday through Friday.
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 36 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
We service customers through phone support, email, and
live chat. The City of Mesa and OMNIA Partners
Participating Public Agencies can contact our customer
relations, technical support, and website support teams directly.
Customer Relations
The customer relations staff tracks lost packages, submits claims to carriers, handles Return Merchandise
Authorizations (RMAs), and sends out replacements for
damaged or defective products.
Technical Support
We also provide Technical Support for product
troubleshooting, including product support, download
support, install support, and cloud support.
Website Support
Should the City of Mesa and OMNIA Partners need any
additional assistance with our website, we also provide website support for sign-in help, account settings, site features, site security.
Hours and contact information for each is provided below. a. Is online support available? Yes. In addition to emailing your CDW•G Account Manager, online support is available via live chat or email for
customer relations, technical support, and site support.
Customer Relations
Online Chat M-F from 6am to 5pm MT
Email (Reply within 24 Hours):
[email protected]
Website Support
Online Chat M-F from 6am to 5pm MT
Email (Reply within 24 Hours):
[email protected]
Technical Support
Online Chat M-F 6am to 6pm MT
Email (Reply within 24 hours): [email protected]
Managed Services: Email (Reply within 24 hours):
[email protected]
b. Is phone support available? Yes. In addition to your CDW•G Account Manager, whose contact information is available in your CDW•G Account
Center, phone support is available for customer relations, technical support, and site support.
Customer Relations
866.782.4239 (Mon-Fri 6am-8pm MT)
Website Support
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 37 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
888.239.7270 (Mon-Fri 6am-5pm MT)
Technical Support
800.383.4239 (Mon-Fri 6am-5pm MT)
Managed Services: 888.239.7270 (Mon-Fri 6am5pm MT)
c. Other? Orders, Quotes, and Availability
Online Chat M-F from 7am to 6pm MT
Email (Reply within 24 Hours):
[email protected]
800.800.4239 (Mon-Fri 6am-6pm MT)
Customer Relations
Online Chat M-F from 6am to 5pm MT
Email (Reply within 24 Hours):
[email protected]
866.782.4239 (Mon-Fri 7am-9pm CT)
Website Support
Online Chat M-F from 6am to 5pm MT
Email (Reply within 24 Hours): e[email protected]
888.239.7270 (Mon-Fri 6am-5pm MT)
Technical Support
Online Chat M-F 6am to 6pm MT
Email (Reply within 24 hours): [email protected]
800.383.4239 (Mon-Fri 6am-5pm MT)
Managed Services Support
Email (Reply within 24 hours): CDW[email protected]
888.239.7270 (Mon-Fri 6am-5pm MT)
d. Can agencies request a dedicated
service representative and/or a
dedicated service team? If a
dedicated customer service
representative and/or team are
assigned, what types of services
does the representative/team
provide? How do you help the
customer manage our account?
Dedicated Team
Can agencies request a dedicated service representative and/or a dedicated service team?
The City of Mesa and OMNIA Partners Participating Public Agencies will each be given a dedicated CDW•G Account
Team, with your primary point of contact being your CDW•G Account Manager.
CDW•G organizes our sales force differently from other
companies to best serve the City of Mesa and OMNIA
Partners Participating Public Agencies. The CDW•G
customer support models start with our Account Managers.
Account Managers are trained to become experts within the public sector segment they support: K-12, Higher
Education, State and Local government, and Federal
government. The advantage is that they can address the
very specific needs of their unique customers. To further
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 38 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
equip our Account Managers to support the City of Mesa
and OMNIA Partners Participating Public Agencies,
CDW•G divides the salesforce into distinct geographic
regions to ensure that sellers are prepared to support the local landscape in a way that is unmatched by other
companies. Our unique company structure provides our
customers with products and services only a large national reseller can provide, combined with a local presence typical of a small business.
As such, each agency will be assigned their own CDW•G
Account Manager relevant to their respective location and vertical. For example, the City of Mesa is supported by CDW•G Executive Account Manager, Chris Anderson, as
well as Advanced Technology Account Executive, Ryan
Hadley. As an Account Manager, Chris is the City’s primary point of contact. Ryan is the City’s secondary point of contact. Chris and Ryan are dedicated solely to State and Local Government customers within the southwest and are supported by sales leaders dedicated to their respective regions and verticals:
Luke Anderson – SLG Sales Manager, West and
Pacific
Jodie Thomas – SLG Field Sales Manager, West
Tony Sivore – SLG Director, Area Sales West
Your CDW•G Account Manager maintains the overall
responsibility for coordinating resources to achieve the highest standards of customer service. Each OMNIA
Partners Participating Public Agency will receive their own dedicated team, with a dedicated CDW•G Account
Manager standing at the forefront.
CDW•G Account Manager Responsibilities
If a dedicated customer service representative and/or team are assigned, what types of services does the representative/team provide? How do you help the customer manage our account? In general, CDW•G Account Managers and their sales
managers understand the current technology trends and
are specialized in working with public-sector customers.
This structure is one of the great benefits of partnering with CDW•G. The City of Mesa and OMNIA Partners
Participating Public Agencies will have access to much
more than a single resource; you will also have access to an entire sales and support team ready to address any
agency’s need. CDW•G, from the executive level down to
your Account Manager, is focused on ensuring that the City of Mesa and OMNIA Partners Participating Public
Agencies’ needs are consistently and satisfactorily met.
As mentioned, your CDW•G Account Manager is your
primary point of contact and is highly trained to address most of your questions and concerns. CDW•G account
managers complete an intensive training program that
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 39 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
focuses on sales consulting, product training, operational systems, and customer service. All of our account
managers also attend mandatory ongoing training
programs each month to ensure that they stay up-to-date on the latest technologies and changes in the industry.
Your account manager’s responsibilities include:
Providing pre-sales consultation
Providing product information and addressing
compatibility issues
Responding to quote requests quickly and
accurately
Reviewing orders for completeness and accuracy
before they are submitted
Notifying you of availability issues and assisting
with alternate options as appropriate
Monitoring all open orders and backorders
Coordinating delivery to and from your locations
Arranging for equipment setup and maintenance
Facilitating communication between you and
manufacturer partners
e. State any return and restocking
policy, and any fees, if applicable
associated with returns.
CDW•G offers a 30-day return policy on most products sold.
Returns within 30 days from invoice date can be for
exchange, replacement refund, or credit at CDW•G’s
discretion. Please be aware that specific manufacturers have more restrictive return policies and may be subject to a return fee. If the product is accepted after 30 days, credit will be issued toward future purchases only.
There are no restocking fees for products returned within 30 days after invoice. After 30 days, the following
restocking fees can apply:
30 days after invoice: 15% return fee
60 days after invoice: 30% return fee
Restricted manufacturers & items will incur a
return fee Day 1 from invoice.
For reference, we have provided our full return policy in Tab D, Exhibit 5.
f. How are problems resolved? To simplify the customer service process, we recommend the City of Mesa and OMNIA Partners Participating Public Agencies bring any issues or inquiries to the attention of your CDW•G Account Manager, who sits at the center of
customer service and support experience. CDW•G Account
Managers’ first step is always to listen. As such, your dedicated CDW•G Account Manager will listen and
evaluate before determining the best next steps. If he or she cannot correct the issue, he will escalate it to the sales manager. If the sales manager cannot correct the issue, he will escalate it to the sales director. Escalation continues all the way up to the Vice President until we provide a suitable solution to the performance issue. While this type of
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 40 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
escalation is rare, we always work to sufficiently and
expeditiously resolve any escalations. CDW•G has a formal system to manage customer issues and route to the
appropriate next level during escalations. In addition, the City of Mesa and OMNIA Partners Participating Public
Agencies will be able to access additional levels of
leadership through the online CDW•G Account Center,
which includes contact information and whether they are in the office (virtual or physical).
The beauty of this approach is that the City of Mesa and OMNIA Partners Participating Public Agencies do not have to manage the process, hunt down contacts, or explain your issue many times over. You are kept in the loop on the
progress of the resolution while your dedicated CDW•G
Account Team takes care of the rest. Because we
designate an actual person and not a faceless inbox, you can reach out to your CDW•G Account Manager whenever
you feel necessary.
For mission-critical issues, we follow the same path with expedited timelines. If problem resolution is specific to a coworker, such as the performance of an Account
Manager, the City of Mesa and OMNIA Partners
Participating Public Agencies are encouraged to reach out to the coworker’s manager, who will then take the
appropriate steps to address the issue. Contact information for your Account Manager, Sales Manager, and Customer
Relations can all be found easily in your CDW•G Account Center. As an example, contact information for the City of Mesa’s Account Manager and Sales Manager is provided
below:
Chris Anderson – Executive Account Manager
Email: [email protected]
Phone: +1 (847) 371-7149
Luke Anderson – Sales Manager
Email: [email protected]
Phone: +1 (847) 419-7416
A follow-up step in our incident escalation process involves taking the incident resolution process one step further. Our sales teams work hand-in-hand with our Program
Management team 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.
g. What are the location and hours of
your call centers? All support is US-based. Our technical support technicians are based in Holmdel, New Jersey. Customer service
representatives and website support representatives are also based in Holmdel, NJ, as well as Vernon Hills, IL, and Las Vegas, NV.
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 41 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
CDW•G provides phone support during the following hours:
Orders, Quotes & Availability
800.800.4239 (Mon-Fri 6am-6pm MT)
Customer Relations
866.782.4239 (Mon-Fri 6am-8pm MT)
Website Support
888.239.7270 (Mon-Fri 6am-5pm MT)
Technical Support
800.383.4239 (Mon-Fri 6am-5pm MT)
Managed Services Support
888.239.7270 (Mon-Fri 6am-5pm MT)
h. What response time is guaranteed
when a customer service request is
made?
Typically, CDW•G Account Managers respond within 1
business day. Response time depends on the seriousness
of the request made; however, CDW•G makes every effort
to respond to all Customer Service Requests (CSRs) within 24 hours. CDW•G understands some requests are more
urgent than others, which is why we utilize a detailed
incident management process for critical systems. The
severity level dictates the response time of this practice and is employed for issues with our own network services, colocated systems, hosted solutions, websites, or our internet services.
i. Do you measure/track the success
of your customer service program?
If so, how do you do this, and what
are your findings?
Yes, CDW•G measures/tracks the success of our
customer service program.
Information on our program and findings are below.
How Our Customer Service Program is Measured
Loyal customers are the backbone of our business.
CDW•G understands that loyalty depends on the quality of service provided throughout our company, from
Purchasing to Customer Relations. We are dedicated to
maintaining a very high level of customer service.
Since 2000, the Customer Feedback Program has run via
our Market Research Team. CDW•G measures customer
satisfaction, thoughts about CDW•G, and problem areas.
The primary methodology is a semi-annual survey that
gathers information on customer-facing departments,
including shipping, customer relations, and the customer’s Sales team. 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 CDW’s Quality Assurance team contacts the customer to
determine the reason for their unsatisfactory response and will offer additional action to rectify the problem.
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 42 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
In 2016, the Customer Feedback Program expanded to
include weekly, transactional surveys. The weekly
feedback surveys provide real-time feedback for the
following departments: Customer Relations/Service, IT
Services (separate surveys for services’ specialties), and Sales Contact Center (a unique team that takes initial calls from new or existing customers to aid in order processing).
These surveys are specific to a recent interaction or
transaction rather than the overall CDW•G relationship.
In addition to our Customer Feedback Program, CDW•G
also has a dedicated Customer Experience Team.
The Customer Experience Team focuses on creating and
implementing feedback loop processes that assure our
customers we are listening to them and provides internal teams with the information they need to better serve our customers. In addition to our current practices, we are actively working with coworkers from our recent
acquisitions to align our processes and tools for customer feedback. Our Research and Development team uses the
Pragmatic Methodology for product and service
development. We ask our customers:
Direct feedback on our services
Understanding of the problems they are
experiencing that we can provide solutions
Language of what those problems that helps with
positioning
CDW•G’s customers rely on us to listen to them and deeply understand their technology needs. We show up for
customers by providing the best end-to-end customer
experience from sales to delivery and beyond and by
offering the right products and services to help them do great things.
Findings
The majority of end users supply favorable survey
comments, and the positive comment that we receive
most often is that CDW is extremely customer-focused.
Significantly, 85% of customers rated their Account
Manager as Excellent or Very Good on a 5-point scale
(Excellent to Poor).
CDW’s Customer Relations Representatives resolve postsales issues and complaints, such as tracking lost packages, submitting claims to carriers, handling Return Merchandise Authorizations (RMAs), and sending out
replacements for damaged or defective products. The
Customer Relations Supervisor reviews all CSRs at the end of the day to ensure that each CSR is being handled
promptly. Customer Relations Quality Analysts audit 20
cases per Customer Relations Representative per month to ensure quality standards are met and proper training is provided. We make adjustments and evaluate process
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 43 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
changes as needed when we see high volumes for
particular types of Customer Service Requests (CSRs).
j. Describe in detail your company’s
ability to hold/warehouse
customers’ orders and if there are
any cost associated.
If the City of Mesa and OMNIA Partners Participating Public Agencies would like to hold or warehouse any of your
orders, we recommend reaching out to your dedicated
CDW•G Account Manager.
One of the ways we can hold or warehouse your orders is through our Buy & Hold Services.
Buy & Hold Services from CDW•G allow the City of Mesa
and OMNIA Partners Participating Public Agencies to
select products for purchase and hold them in a secure
location for up to a year. Buy and Hold capabilities are available out of the Vernon Hills and Las Vegas facilities.
Costs, if any, for our Buy & Hold Services are determined on a case-by-case basis and would be dependent on the
mutually agreed terms in a supplemental Staging
Agreement, which will include the individual needs and
associated requirements of each individual customer.
CDW•G will handle the logistics and shipping requirements and adhere to the City of Mesa and OMNIA Partners
Participating Public Agencies’ deployment schedule. The City of Mesa and OMNIA Partners Participating Public
Agencies can take advantage of product warehousing,
inventory management, distribution, fulfillment services, and custom solutions. Associated costs are dependent on the individual needs and associated requirements for each individual customer. Insight into the process is as follows:
Purchased product is stored in a badge accesscontrolled Distribution Center. All products will be assigned a customer-specific
SKU / EDC.
All product is safely stored in customer-specific
racking locations and wrapped to prevent damage
while on-site.
Buy & Hold product is available for CDW
Configuration Services, imaging, and asset
tagging for an additional cost.
In addition to Buy & Hold services, customers may have
the option to pre-order. Pre-ordering allows the City of Mesa and OMNIA Partners Participating Public Agencies
to pre-order specific stock at no additional cost; this differentiator is beneficial ahead of peak ordering periods.
14. Describe how your company will assist
customers in navigating OEM warranty
process.
The City of Mesa and OMNIA Partners Participating Public Agencies’ dedicated CDW•G Account Manager will assist
you in navigating the OEM warranty process. Products sold by CDW•G come with the manufacturer’s standard
warranty, and the City of Mesa and OMNIA Partners
Participating Public Agencies can contact our Technical Support Department for technical support on hardware
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 44 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
purchased from CDW•G. If the Technical Support
representative determines the customer needs warranty
support, they connect them to the manufacturer’s warranty department. In addition to manufacturer warranties,
CDW•G offers a number of product lifecycle support
options for purchase. This suite includes:
Warranty extensions and upgrades
Post warranty support
Accidental damage protection
Maintenance contract agreements
Post-sales technical support
Product and certification training
Help desk services
Full lifecycle management services
Managed services with Service Level Agreements
for uptime guarantee
When the City of Mesa and OMNIA Partners Participating
Public Agencies have an upcoming CDW-branded
warranty expiration, CDW•G sends warranty expiration
emails to your CDW•G Account Manager. If the City of
Mesa and OMNIA Partners Participating Public Agencies
purchase a manufacturer warranty through CDW•G, your
dedicated CDW•G Account Manager tracks your coverage.
Whether CDW-branded warranty or a manufacturer
warranty, your CDW•G Account Manager will let you know
that your hardware protection is about to expire and may suggest the following for additional coverage:
An extended warranty extension or uplift.
A quote on new hardware should you be looking
to replace the out of warranty equipment.
Consolidation of computer infrastructure through
co-term agreements and/or other available
custom solutions.
The City of Mesa and OMNIA Partners Participating Public Agencies’ CDW•G Account Manager will help develop the
best warranty and coverage solutions to keep your IT
investments up and running for the overall benefit of your organization.
15. Describe how your firm will notify customers
of new products.
As technology is constantly evolving, there are always
new products and services coming to market. We have
resources in place dedicated specifically to monitoring IT trends, technical roadmaps, and emerging technologies.
We combine this knowledge with feedback from our
customers to stay ahead of the curve on emerging
technologies. We ensure we offer state-of-the-art
technologies and that we also vet the benefits and risks of new solutions and their operability in your environment.
To ensure we receive the most up-to-date and insightful information regarding new products, CDW•G has
manufacturer and software publisher representatives
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 45 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
onsite at our sales offices. Our strong partner relationships facilitate presales consultation and timely notification regarding new products, product changes, and products
going end of life.
We deploy various ways to keep you informed about new
products, including the following:
CDW•G Account Manager
One way to receive new product information is through
your dedicated CDW•G Account Manager. Your CDW•G
Account Manager will work with you to understand your
technology environment, needs, and wants to customtailor new product notifications. Depending on the City of Mesa and OMNIA Partners Participating Public Agencies’
established preferences, your CDW•G Account Manager
may call or email to notify you of new products that align with your environment and goals. Notification via your
CDW•G Account Manager ensures that the City of Mesa
and OMNIA Partners receive relevant, custom-tailored
information and a more personalized experience overall.
Online
The City of Mesa and OMNIA Partners Participating Public Agencies can also view new product information via our
website (www.cdwg.com) and your Premium Page, which
is part of your Account Center. Our website is constantly updating with new products and services that we offer.
Our live catalog is updated daily, and you can browse our most current products and services.
On your Premium Page, the City of Mesa and OMNIA
Partners Participating Public Agencies will be able to view the latest technologies available to you, as well as pricing options to help you make better-informed purchasing
decisions. The City of Mesa and OMNIA Partners
Participating Public Agencies’ Premium Page is up-to-date on the most current and emerging technologies.
Be it your Account Manager, our website, or via your
Premium Page, the City of Mesa and OMNIA Partners
Participating Public Agencies can be sure that we will
work tirelessly to keep you informed of ways to improve how you do business and which solutions best fit your
needs.
16. Describe how your company will assist and
support customers when their standardized
is reaching EOL (end of life).
CDW•G’s partnerships with OEMs ensure the City of
Mesa and OMNIA Partners Participating Public Agencies
can procure the right products at the right time. Subject to receipt of EOL notifications from OEMs, notifications
include:
Product EOL: A date generally 6-8 months prior
to final obsolescence, a notice the part is nearing
the end of its life. Product continues to be
manufactured and sold.
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 46 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
Product Discontinued: Approximately 1 month
prior to final obsolescence, the date
manufacturing stops. The remaining product stock
continues to be sold.
Product Obsolete: The date the OEM removes
the part from price lists. Product is no longer
sellable or buildable.
With insight into the OEMs’ terminology and schedules,
CDW•G facilitates continued support for legacy systems
and can work with the City of Mesa and OMNIA Partners
Participating Public Agencies to ensure there is a plan in place before a product becomes obsolete or EOL.
The dedicated CDW•G Account Manager works with the
City of Mesa and OMNIA Partners Participating Public
Agencies to review potential options, including identifying a compliant next-generation product. Alternatively, to
maintain platform continuity, we can procure an advance stock of a product when it approaches EOL, ensuring that product’s availability for the City of Mesa and OMNIA
Partners Participating Public Agencies’ near-future needs.
As previously mentioned, CDW•G has manufacturer and
software publisher representatives onsite at our sales, ultimately facilitating timely notification regarding product changes and products going EOL. CDW•G Account
Managers will work with you to understand your
environment and needs.
Obsolescence Planning
If CDW•G discovers that products are to be discontinued or refreshed, we will orchestrate a conversation with the
manufacturer and the City of Mesa and OMNIA Partners
Participating Public Agencies to discuss alternate product recommendations, where necessary.
Any product substitutions will be mutually agreed upon
between CDW•G and City of Mesa and OMNIA Partners
Participating Public Agencies.
17. Describe if technical support questions are
handled the same way as a customer
service request? If not, describe the type(s)
of technical support available, the location
of technical support, and the hours of
technical support. Is it the intent to use
employees of your company or will this be
an outsourced function?
Describe if technical support questions are handled the same way as a customer service request? If not, describe the type(s) of technical support available, the location of technical support, and the hours of technical support.
The City of Mesa and OMNIA Partners Participating Public Agencies can contact CDW•G’s technical support
department via the following methods:
Telephone—You can reach our technical support
department at (800) 383-4239 from 6am-5pm MT, Monday
through Friday.
Email—The City of Mesa and OMNIA Partners
Participating Public Agencies can reach our technical
support department via email at [email protected]. We
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 47 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
promptly respond to email inquiries from 6am-5pm MT,
Monday through Friday.
Online—CDW•G also welcomes customer interaction via
your CDW•G Website through an online chat session that
puts you in direct touch with a qualified technician. We promptly respond to chat inquiries from 6am-6pm MT,
Monday through Friday. The City of Mesa and OMNIA
Partners Participating Public Agencies are able to create, track, and view your own cases.
CDW•G’s technical support technicians handle both
incoming and outgoing follow-up calls. Technical support technicians are located in Holmdel, NJ. Most of our
technical support technicians are CompTIA certified and hold, at a minimum, A+ and Network+ certifications or at least two years of help desk experience and one year of customer service experience. Many of our technicians
have invested their careers in CDW•G and rigorously
pursue ongoing training to bring you the most updated
technical knowledge. Many technicians are also
accredited in various engineering and manufacturing
training courses. We pride ourselves on our ability to
consult with customers on a full range of cases, from
simple to complex, from general to industry specific.
For any customer service issues that may arise, dedicated CDW•G Account Managers stand ready to help the City of
Mesa and OMNIA Partners Participating Public Agencies
navigate technical support questions. All Account
Managers receive regular training on new products and
technologies from OEMs and earn OEM certifications,
which enable them to assist their customers. We encourage the City of Mesa and OMNIA Partners Participating Public Agencies to contact your dedicated CDW•G Account
Manager when technical support is necessary. If your
Account Manager is unable to assist, they will determine the best next steps, to include escalation to a Sales
Manager, additional support from a dedicated manufacturer support representative, and connection to our help desk.
Is it the intent to use employees of your company or will this be an outsourced function?
Between your CDW•G Account Manager and CDW•G’s
technical support technicians, all technical support
questions are initially handled by CDW employees. If
escalation to an OEM or software publisher is required, CDW•G will do that on your behalf.
18. Describe options for leasing and financing
and the various payment methods
accepted.
CDW•G has an in-house Financing Solutions Team to
help the City of Mesa and OMNIA Partners Participating
Public Agencies navigate among our tailored payment
solution options, which include leasing, financing,
subscriptions, etc. We take a consultative approach to
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 48 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
financing options that ensure the City of Mesa and OMNIA Partners Participating Public Agencies’ goals are met.
At CDW•G, we focus on providing the best solutions in the industry—and that includes Financing Solutions. CDW•G
can facilitate an agreement between OMNIA Partners
Participating Public Agencies and various leading
financing companies that can help each Participating
Public Agency obtain the payment terms that best fit their unique needs and budget requirements. Agencies can
secure a payment solution structure with maximized
options and terms.
CDW•G’s Financial Partners provide the best option to fit the City of Mesa and OMNIA Partners Participating Public Agencies’ needs. For agencies with a Master Lease
Agreement established, we likely have a partnership in
place with their provider or can establish one, to extend their existing agreement to incorporate purchases from
CDW•G. Often, we leverage relationships with our
partners to offer more advantageous rates, terms, and
structures. For agencies that have diversity requirements to meet, we can recommend small and diverse partners
that hold relevant certifications.
Our Premier Financing Partners include, but are not
limited to, the following:
Arrow Capital Solutions
Cisco Capital
Dell Financial Services
HPE Financial Services
Lenovo Financial Services
LEAF Commercial Capital, Inc.
Payment Methods
CDW•G accepts payment through:
Credit Cards (American Express, Discover,
MasterCard, Visa)
Checks
Purchase Order
Electronic Data Interchange (EDI)
Electronic Funds Transfer (EFT)
Procurement Cards
Ghost Cards
19. Please explain your firm’s process in
assisting agencies with identifying software
solutions providers. Response should
include how your team will assist agencies
identify their business needs, determine
which business partners can meet the
identified business needs and services
required. Services could include solution
analysis, configuration, Implementation,
CDW Software Services takes a pre- and post-sales
consultative approach to help the City of Mesa and OMNIA Partners Participating Public Agencies manage the
assessment, validation, deployment, and management of
software assets through every stage of their lifecycle. When it comes to software, CDW•G helps identify and understand your needs, analyzes solutions and software publishers
that help meet your needs, and offers configuration,
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 49 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
installation, training and maintenance and
support services.
implementation, installation, maintenance, and support
services.
CDW•G looks forward to detailed conversations with the
City of Mesa and OMNIA Partners Participating Public
Agencies to understand the main technical direction you are headed. After we listen, understand, and identify each agency’s unique needs, our experts provide technical
advice and recommendations, including information about new products and technology that align with the City of Mesa and OMNIA Partners Participating Public Agencies'
overall direction and needs.
Your CDW•G Account Team includes highly trained
presales specialists who are experts in particular areas of technology, including all things software, or for specific software publishers. When the City of Mesa and OMNIA
Partners Participating Public Agencies contact your
CDW•G Account Manager, he or she will engage these
value-added resources to participate in conversations that allow us to understand the main technical direction the City of Mesa and OMNIA Partners Participating Public Agencies are headed; part of these conversations include assisting agencies in identifying your business needs. After we listen and understand each agency’s unique needs, we work to
identify potential solutions that meet each agency’s goals before presenting those solutions in a proposal or product demonstration. We strive to educate the City of Mesa and OMNIA Partners Participating Public Agencies about
products and services by providing a comprehensive
overview of its features and benefits. Recommendations
and options can be provided by CDW•G via email, shared
folders, monthly/quarterly new-tech conferences, virtual or local meetings and briefings, executive seminars,
workshops, and more.
Our Total Software Management Methodology
Whether you need help determining if cloud apps are the right choice for your organization's future, planning the deployment of your next software rollout, or assistance keeping track of your software contracts and staying
compliant, CDW Total Software Management can help
optimize the City of Mesa and OMNIA Partners
Participating Public Agencies’ software environment, keep track of contracts, renewals, and stay compliant. Our
software experts guide you and enable a roadmap to
ensure we are meeting expectations and providing full
visibility into your software purchasing.
Our software experts guide the City of Mesa and OMNIA
Partners Participating Public Agencies through the
following steps:
Assess
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 50 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
Before the City of Mesa and OMNIA Partners invest in new software or start thinking about a strategic software plan for the future, you need to understand your current software environment and assess the current landscape of your
contracts and deployed assets. Our software experts help you evaluate and navigate your current situation —
software usage, rogue IT issues, current licensing and
contracts, current and future business needs, software
audit concerns, and more — so the City of Mesa and
OMNIA Partners Participating Public Agencies can make
wise investments in the future. The first step in our process is our Software Asset Review.
The Software Asset Review is a no-cost value-added
service that provides a transparent view into purchased software assets, regardless of where they were purchased.
Each report includes a full license history and a renewals timeline. With this transparent view into what your
organization owns, CDW•G then assists in developing your software asset management strategy and goals. This
includes opportunities for optimization, compliance
position, renewals strategy, and technology solutions that can assist you in managing your software assets going
forward. Once we have a clear look into your assets, we will start to implement our Total Software Management solution around your contracts and software purchases that align with your goals.
Validate
Once CDW•G has a deep understanding of your software
assets, we assist in building a software strategy and then identifying the software solutions needed to set that
strategy in motion. CDW•G can test and pilot solutions
within your current environment, and select the right
software for your business and technical requirements.
Because we are vendor neutral and have partnerships with more than 300 software publishers, we focus on finding the right solution for each agency’s specific needs.
In this step, CDW•G helps the City of Mesa and OMNIA
Partners with the following:
Proof of concepts to test feasibility
Vendor comparisons
Return on investment assessments
Pilot implementations
CDW's Technology Experience Center, which
allows you to:
Try out a demo of the software
Make software comparisons
Explore the latest innovations to see if
they will help you achieve your business
goals
Deploy
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 51 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
CDW•G can help design and deploy the perfect software
solution within the City of Mesa and OMNIA Partners
Participating Public Agencies’ environment. Our software solutions teams are segmented into unified
communications and collaboration, endpoint optimization, and mobility, so you leverage professionals who have
deployed in the area(s) most relevant to you.
Our experts become part of your team, providing the
support you need when and where you need it. We help
you navigate robust software offerings from virtualization and desktop management to networking and collaboration
solutions. More importantly, we can share our knowledge with you so the City of Mesa and OMNIA Partners
Participating Public Agencies can spend less time
managing software and more time putting it to work.
Manage
CDW•G makes dealing with multiple licenses, vendors,
and software solutions simple and effective, with our
experienced team of professionals available to help you throughout the process.
CDW•G helps right-size your software licensing to avoid unnecessary costs and streamline day-to-day software
management. CDW•G’s Software Licensing Management
helps with:
Performing health checks
Maintaining the right license position so you’re
neither over- or under-licensed
Establishing consolidated billing
Providing ongoing software recommendations
Ensuring accurate IT planning and budgeting
Maximizing value derived from licensing
agreements
Applying compliance checkpoints
Staying on top of licensing expiration and renewal
CDW•G’s experts will walk the City of Mesa and OMNIA
Partners Participating Public Agencies through the entire software management lifecycle, from choosing the proper products that suit your needs to contract negotiation and management to testing and deployment.
Additionally, CDW•G serves as a single resource to stay on top of your entire software environment. As part of our contract management roadmap process, your CDW•G
software team will conduct regular business reviews and contract deep dives to help manage the licenses over the course of the contract, and our contract management
roadmap will keep you aware of important renewal dates.
Success Story – Local Community-Development
Services
Background
ATTACHMENT B
City of Mesa, Information Technology Solutions, Products, and Services 52 © CDW Government LLC 2023 | 230 N. Milwaukee Ave. | Vernon Hills, IL 60061 To the extent allowable, all information and documents hereby submitted in response to the Request for Proposal (“RFP”) furnished by the City of Mesa are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
This local government entity sought assistance for their IT licensing renewals and aid in guiding their organization through the intricacies of software licensing agreements.
The customer contacted CDW•G to assist with their
upcoming renewals, help manage their software licenses, as well as maintain compliance and optimize costs.
Solution
CDW•G has a thorough process to ensure that the
customer’s needs are met. This engagement included a
detailed evaluation, careful planning, negotiating with vendors, finding cost-effective solutions, minimizing risks, and keeping meticulous records. Not only did this
approach meet the customer’s immediate licensing
requirements, but it also had long-term advantages in
terms of regulatory compliance, cost reduction, and
resource management.
Outcome
With the help of CDW•G, the customer was able to renew
their essential software licensing on time, ensuring
uninterrupted access to critical resources. This positions them to manage IT resources effectively and allocate
budgets efficiently.
In the end, the customer’s CDW•G team provided
expertise on licensing models, negotiation strategies, and industry standards to ensure compliance, prevent legal
complications, and reduce expenses.
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We are a certified Azure Expert Managed Service Provider with expertise in end-to-end cloud lifecycle management, including assessing, migrating, building, deploying, optimizing, and efficiently managing business solutions on Microsoft Azure.
We have earned all 6 of Microsoft’s Solution Designations and are now among the elite Microsoft partners certified with the Microsoft Solutions Partner Designation for Microsoft Cloud.
In 2022, we received the following awards:
US Device Partner of the Year
Surface Customer Adds Award Winner
Google
We are a Premier Google Partner. Together, Google and CDW•G bring you the best of Google solutions to grow and support your modern workforce. We are one of only four Google partners certified with Google CCAI expertise along with having three of the world’s 66 Google Cloud Fellows on staff. In 2023, we received the following awards:
Partner of the Year in the Expansion category for its success in helping customers achieve better results through Google Workspace
Partner of the Year in the Specialization category for excelling in the Education sector and delivering positive customer outcomes
Oracle
We are an Oracle Gold Partner. Our exceptional coverage, relationships, integration, asset management tools, image loads, and streamlined procurement processes allow us to be a trusted advisor on Oracle for the City of Mesa and OMNIA Partners Participating Public Agencies, making it easier to get the Oracle expertise and services needed to provide you with complete Oracle solutions.
Apple
As a Diamond Elite partner, we had a very successful, established relationship with Apple.
Apple products and services combined with our legendary logistics and services capabilities offer the City of Mesa and OMNIA Partners Participating Public Agencies improved profitability and employee productivity while simplifying IT overhead and lowering overall costs.
Note: Only Apple is allowed to sell Apple products to K-12 customers, including both private and public schools. If this policy is repealed, CDW•G is equipped and ready to serve the City of Mesa and OMNIA Partners Participating Public Agencies K-12 customers.
Dell
CDW•G has complete access to all of Dell Technologies and Dell EMC’s product lines, selling the entire Dell product portfolio of client devices, displays, accessories, software, data storage, server, networking, and services. This portfolio includes RSA® and VMware®. With over 90 onsite CDW-badged dedicated resources and 250 Dell Technologies-badged resources, the Dell and CDW relationship is stronger than ever and suited to meet and configure all customer IT needs.
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HP
We have strong partnerships with both HP Inc. (HPI) and Hewlett Packard Enterprise (HPE); as a Platinum Partner, we have the experience and expertise to help the City of Mesa and OMNIA Partners Participating Public Agencies design the best solution.
This last summer, we received the following awards:
2023 Global Solution Provider of the Year
2023 North America Solution Provider of the Year
2023 Consulting Partner of the Year by Zerto, a Hewlett Packard Enterprise company.
IBM
We are a Diamond Elite IBM Partner and have been providing IBM solutions for over 25 years.
Our IBM-dedicated team consists of nationwide sales, technical, and marketing experts. As an IBM Platinum Business Partner, CDW•G is authorized to sell IBM solutions – from servers and storage to software and technical services. CDW is the leading IBM Security software reseller in the United States.
Lenovo
Our strong partnership with Lenovo is a benefit to our customers, who receive top-quality Lenovo products quickly and efficiently. We are currently the largest Direct Response Channel Partner of Lenovo products.
Panasonic
CDW•G is a Panasonic Diamond-level partner and member of the Panasonic Authorized Reseller Program, authorized for computers and tablets, projectors, professional displays, scanners, and presentation technologies. CDW•G is Panasonic’s largest Toughbook computer reseller in the channel.
Cisco
We are a Cisco Gold Certified Partner. We have attained the broadest range of expertise across multiple technologies, and we are Cisco’s Largest US National Direct Integrator Partner. In November 2023, Cisco recognized us with the following awards:
Data Center Partner of the Year (Global)
Cisco Capital Partner of the Year (Americas)
SMB Partner of the Year (Americas – US)
USA Partner of the Year (Americas – US)
Area Partner of the Year (US – Central)
Commercial Partner of the Year (US – Central)
Enterprise Networking Partner of the Year (US – Central) SMB Partner of the Year (US – Central)
South Enterprise Partner of the Year (US – Central)
Enterprise Networking Partner of the Year (US – East) Federal Intelligence Partner of the Year (Federal)
Please note that we excluded our Canada, European, and UK awards from this list.
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Juniper Networks
We are an Elite Partner with Juniper Networks; we have 100+ accreditations and 10+ certifications, including the Enterprise Routing & Switching Specialization and the Mist AI Specialization.
ExtremeNetworks
CDW•G is an ExtremeNetworks Diamond Partner. We have specializations in Security & Access Control, Cloud, Management & Automation, Data Center, ExtremeWireless, and ExtremeSwitching.
Netgear
Together, CDW•G and Netgear provide high-performance switching, wireless, and security solutions. We are authorized to sell Netgear Business, as well as Wi-Fi and networking solutions, switching, AV, remote management, and more.
Additional Partners
For your convenience, we have provided our line card as Exhibit 1.
Services
j. Services: Services such as, but not limited to cloud computing, consulting, technical support, leasing/financing, trade-ins, repair, design, analysis, configuration, implementation, installation, training, maintenance, advisory, managed and support services, staff augmentation, professional services, etc. In addition, services that are related to the design, use, or operation of the products being purchased such as system configurations, testing, hardware/software installation, upgrades, imaging, etc. Services may also include materials, equipment, and supplies provided by the Reseller under an SOW Note: All hardware should come assembled. For example, if extra memory, additional drives, or peripherals are ordered, the Contractor must install them unless the Participating Agency requests, that they not be installed.
CDW•G provides the required services listed in the RFP’ Scope of Work; we provide insight into each requested service throughout the remainder of this section. Our full-stack engineering services team focuses on digital transformation – from code and applications to cloud, data, and security – to help you accelerate innovation, enhance user experiences, and optimize collaboration, all while delivering agility and cost efficiencies.
Lifecycle of Services
In today’s competitive market, the speed of digital priorities is critical to success, yet technical complexities can slow progress. CDW•G’s full lifecycle of services supports the City of Mesa and OMNIA Partners Participating Public Agencies’ internal team and helps you focus on your short-term and long-term goals. Our experts help you design, orchestrate, and manage your technology environment:
Design – Advisory and Assessment
Using a wide breadth of tools, data, and decades of expertise, we offer strategic advisory services, workshops, assessment, planning, and design engagements with our engineers that consider your specific needs and make recommendations to address gaps and optimize growth. This includes documentation, analysis, and creation of materials that detail the bridge between your current and future state.
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Orchestrate – Building, Implementation, Deployment
Our expert engineers configure and deploy your solutions to help the City of Mesa and OMNIA Partners Participating Public Agencies implement technology according to your organization’s unique needs and ensure it works from day one. We build, create, and analyze software or services, as well as test and release into a defined environment and implement changes outlined in the design phase. We implement technology adoption and organizational change management plans to ensure you’re fully utilizing your technology solutions and deriving the value you expect.
Manage – Continuous Support and Operations
CDW•G can help the City of Mesa and OMNIA Partners Participating Public Agencies save time and money and augment internal IT team bandwidth with 24/7/365 support and expert management of any aspect of your technology solution.
Managed services: With proactive monitoring, automation, alerting, analysis, maintenance, and performance of operational functions of an organization’s contracted technology environment, CDW•G provides end-to-end support of your complex environments.
Technical support and continuous improvement engagements: CDW•G experts provide technical support for complex technology solutions when your IT, development, and business teams need it. Our experts work with you to continuously optimize your technology environment.
We provide greater insight into our full Managed Services capabilities later in this section.
CDW Services Overview
Our professional services help the City of Mesa and OMNIA Partners Participating Public Agencies amplify your capabilities at any stage of your technology journey. IT services are a critical necessity for government entities and public agencies. Our IT services are built to help the City of Mesa and OMNIA Partners Participating Public Agencies tackle various day-to-day challenges, such as increasing efficiency and maximizing costs, while allowing you to free up your internal resources to focus more on core projects. However, not all government entities and public agencies are fully equipped with the necessary resources or have access to the technical experience and support that they need. Our services allow the City of Mesa and OMNIA Partners Participating Public Agencies to focus more on their residents and constituents.
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CDW Services consists of the following services, each with its own focus, experts, and capabilities:
CDW Infrastructure Services provide expertise, tools, and resources to scale and future-proof your infrastructure. We help the City of Mesa and OMNIA Partners Participating Public Agencies upgrade existing architecture and prepare for what’s to come, whether on-premises, migrating to the cloud, or in the cloud. We also modernize applications, streamline delivery through DevOps (CDW Development Services), and write custom, cutting-edge apps that drive business. To ensure all of your needs are being met, we have broken our Infrastructure Services into the following categories:
CDW Hybrid Cloud consists of cloud and hyperconverged infrastructure services. CDW Networks deals primarily with enterprise networking as well as data center networking.
CDW Data Center encompasses soft-ware defined data centers, data center migration and optimization, next-gen backups, compute and storage solutions, as well as power and cooling solutions.
CDW OS includes operating systems, applications, and services. CDW Software Engineering includes DevOps, as well as software design and consulting.
CDW App Modernization deals specifically with Application Modernization.
CDW Workspace Services provide a comprehensive approach that allows employees to work from anywhere, on any device. We enable the City of Mesa and OMNIA Partners Participating Public Agencies to build a communications platform that grows with you, is rapidly adopted by end users, and helps improve business outcomes through seamless collaboration. Our workspace services are broken into the following categories to meet a variety of complex needs:
Figure 6. CDW•G’s Lifecycle of Services
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CDW Collaboration services deal primarily with communications, messaging and conferencing, video, applications such as Office 365, engagement contact centers, as well as portals and content collaboration.
CDW Endpoint services encompass management and security, mobility, mobile workspaces, unified endpoint management, and managed print services and printer supplies programs.
CDW Security Services provides independent evaluations of security posture and helps government agencies fortify their weaknesses. Our certified experts design comprehensive strategies and solutions for protection and response. Our security services are broken into the following categories:
CDW Secure Platform includes next-generation firewall and IPS, content security, identity and access management, network visibility, and endpoint protection, as well as policy and access.
CDW Detect and Respond deals with log aggregation and correlation, as well as security incident response.
CDW Information Security deals only with information security services.
CDW Data Services, including artificial intelligence (AI) and machine learning (ML) services, offer actionable insights that give you a stark competitive advantage. Design, build, and deploy modern data analytics and AI/ML solutions for storing, transforming, discovering, and operationalizing your data. We have broken our data services into the following categories:
CDW Data focuses on data modernization and data analytics. CDW AI/ML deals specifically with machine learning analytics (ML) and artificial intelligence (AI) data analytics.
CDW Support Services delivers custom warranty, maintenance, and support services that augment your IT staff so they can focus on maximizing business outcomes. We offer a variety of support services for hundreds of manufacturers; these services include the following:
CDW Technology Support is a branded service backed by the Original Equipment Manufacturer (OEM) collaborative warranty support service. Our depth and breadth of expertise enable us to get a top-level engineer quickly, resulting in faster incident resolution.
CDW Extended Support provides continuous break/fix support service on equipment that its manufacturer no longer covers (N-1 or older) or is nearing end-of-service (EOS) life.
Help Desk Services connects you with our Managed Services team and helps put the right people, processes, and tools in place.
Warranty and Maintenance Services allow us to keep your equipment – and organization – running with expanded and extended warranties as well as custom maintenance contracts that include on-call experts and break/fix agreements.
CDW Configuration and Integration Services make sure your new technology is ready to work on arrival, whether we are building out a data center solution with fully configured racks, facilitating a multisite deployment of pre-configured computing devices, or handling singledevice provisioning. We offer basic and advanced services:
CDW Basic Configuration and Integration Services include hardware integration, software configuration, asset tagging and reporting, custom laser engraving, Windows autopilot enrollment with Intune pre-provisioning, Chrome OS White Glove Service
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OMNIA Partners Participating Public Agencies. Our close relationships mean that we receive competitive price offers and timely notifications regarding product changes. This allows the account team to keep the City of Mesa and OMNIA Partners Participating Public Agencies appraised of new product releases, version changes, and price changes, all of which affect how you purchase software.
CDW•G offers the City of Mesa and OMNIA Partners Participating Public Agencies the following value-added services:
Assessments
Software License Review
Demonstration Labs (such as our Microsoft Experience Center) Virtualization Assessment
Security Threat Check
One-to-One Readiness
Trial License Key Codes
Educational resources and important notifications, including email notifications, webinars, CDW’s Solution blog, Software Simplified, and White Papers, among others Software purchase reports
Available software promotions
Sponsored vendor events designed to keep the City of Mesa and OMNIA Partners Participating Public Agencies in the know of industry trends Licensing Strategy Consultation
Current licensing assessment
Analysis of current and future needs
Discussion regarding procurement preferences
Multiple quotes for side-by-side comparison
Ongoing Licensing Strategy Sessions
New products
Software Assurance benefits utilization
Changes in licensing structure
Future procurement planning
Quarterly and Ad Hoc Reporting
Help for managing maintenance agreements
Reminders for expiration-sensitive products
Analysis of options for coterminous agreements
Comprehensive online reporting of all software purchases from CDW•G Customized Procurement Plan
Multi-year license procurement roadmap
License Agreements
Provide for the City of Mesa and OMNIA Partners Participating Public Agencies Education on License Agreement Terms & Conditions
License Agreement setup and processing
Our expertise extends to everything from the evaluation process and technology planning to software purchasing and the contract management tasks ahead. CDW•G is committed to coordinating the resources needed to provide helpful insight on right-fit options for your specific
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Integration Services: Full integration with existing applications Application Modernization: Turning monolithic legacy apps into cloud micro-services Aggregation Services: Streamlined administration and aggregated billing Managed Services: CDW•G hosted and remote managed services or partner-managed services
Fulfillment Services: Onboarding, reporting, billing, partner reconcilement, and renewals
As a leading provider of Cloud Solutions, we can help the City of Mesa and OMNIA Partners Participating Public Agencies assess your priorities and determine which applications and processes should and shouldn't be moved to the Cloud. We also help you design the best delivery model, whether public, private, or a hybrid model, that provides the greatest flexibility to customize your solution. Furthermore, our pre-qualified partner network makes it easy to find the right providers and to create a comprehensive, multi-vendor solution that meets your specific needs.
Consulting and Advising Services
Our IT consulting and professional services team — over 1,000 professionals strong — delivers personal service that helps the City of Mesa and OMNIA Partners Participating Public Agencies understand and meet your organizational and technological needs. A key differentiator for our Advising and Consulting practice is that our experts go beyond advising; CDW•G can deliver on whatever the City of Mesa and OMNIA Partners Participating Public Agencies need. Because of our ability to design and deliver, our consultants incorporate their technical knowledge and experience into the design, assessment, and implementation. Our comprehensive approach ultimately mitigates risk through experience to ensure that customers like the City of Mesa and OMNIA Partners Participating Public Agencies get it right the first time.
We have expertise and certifications across diverse industries in the public and private sectors.
Our project managers and consultants work directly with you to design and implement every facet of your IT solution.
Using a wide breadth of tools, data, and years of expertise, we offer strategic advisory services, workshops, and assessment, planning, and design engagements with our engineers that consider your specific needs and make recommendations to address gaps and optimize growth.
This includes documentation, analysis, and creation of materials that detail the bridge between your current and future state.
Presales Consulting
A unique advantage of CDW•G’s business model is that the City of Mesa and OMNIA Partners Participating Public Agencies have access to an incomparable depth and breadth of valueadded technical expertise. Our highly trained and experienced Technology Specialists and Solution Architects provide expert consulting advice and ongoing support. In addition, our strong relationships with manufacturers enable your CDW•G Account Team to provide presales consultation, technology roadmaps, and other assistance quickly. In fact, many major vendor partners have dedicated staff at CDW•G.
During the presales phase, service consultation focuses on understanding the City of Mesa and OMNIA Partners Participating Public Agencies’ requirements and engaging the appropriate technology specialists, systems engineers, and solution architects. We work to identify potential solutions that meet each Participating Public Agency’s needs before presenting those solutions in a proposal or product demonstration. We strive to educate the City of Mesa and OMNIA
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Partners Participating Public Agencies about products and services by providing a comprehensive overview of its features and benefits.
Below is an overview of those who can be engaged to support the City of Mesa and OMNIA Partners’ Participating Public Agencies during the presales consultation process and beyond:
Technology Specialists
Our teams of technology specialists are highly trained and experienced in various products and technologies, including the following:
Leasing and Finance
Managed Print Services
Mobility
Networking
Power and Cooling
Servers and Storage
Software Licensing and Management
Unified Communications and
Collaboration
Voice and Data
Security
Presales Systems Engineers
We have a large team of over 100 presales systems engineers who hold vendor-funded positions and provide presales support for that 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.
Solution Architects
Our teams of solution architects work closely with the vendor partners whose solutions they design. They assess your environment and work with your IT staff to design plans for solutions that boost productivity and improve operational efficiencies. Extremely knowledgeable about the latest technologies, they have important insight into the pros and cons of different solutions.
Onsite Vendor Representatives
CDW•G has manufacturer and software publisher representatives onsite at our sales offices to assist account managers and specialists with requests for technology roadmaps and to provide training on an ongoing basis. Our strong relationships facilitate presales consultation and timely notification regarding product changes and products going end of life.
Data Center Transformation Team
In addition to our presales consulting team and resources, our advanced consulting arm, the Data Center Transformation (DCT) team, has both the resources and expertise to collect complex data, provide custom reporting, and tailor our advisory outcomes to the unique needs of the City of Mesa and OMNIA Partners Participating Public Agencies. CDW•G is aligned with industry trends across technology organizations and industries, including state, local, and education. CDW•G reins in the complexity of industry trends and tailors it to your needs and goals through our disciplined practices.
Data Center Transformation is the process of changing an organization’s IT infrastructure and application services to improve its capabilities, performance, and efficiency. The process includes data center migrations, cloud integration, large-scale changes to hardware, virtualization, improved resiliency, software-defined components, application rationalization, and business process automation. At its core, DCT is a business-first approach that will enable the
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vCISO Service: Many organizations have limited staff or skill sets and need assistance navigating security obstacles, which is why CDW•G’s Security Consultants are available to act as a virtual Chief Security Information Officer (vCISO). Our vCISO service helps you improve the maturity and scope of your existing security practices by providing a technology-neutral Security Consultant.
CDW OS ITSM Simulation/Executive Visioning Workshop: By participating in our IT Service Management (ITSM) business simulation workshop, the City of Mesa and OMNIA Partners Participating Public Agencies can learn how to increase the business impact of your internal service provision. This hands-on, highly interactive IT/Business workshop is designed to educate the City of Mesa and OMNIA Partners Participating Public Agencies’ leadership and stakeholders in the business structure of process with technology.
IoT Transformation Workshop: Our Internet of Things (IoT) Transformation Workshop is designed to help the City of Mesa and OMNIA Partners Participating Public Agencies understand your data needs, determine the return on investment (ROI), and evaluate your foundational infrastructure to determine if any technical components should be retired, evolved, or added before implementing an IoT technology initiative. CIO Essentials: Our CIO Essentials provides the framework to develop the City of Mesa and OMNIA Partners Participating Public Agencies’ vision for the future into an actionable strategy and roadmap. Whether Participating Public Agencies are looking to transform your organizations into a DevOps culture based on cloud Platform as a Service (PaaS), industrialize your private cloud services, consolidate your application portfolio, or modernize your IT environment as a whole to reduce IT expenses, CIO Essentials provides the tools the City of Mesa and OMNIA Partners Participating Public Agencies need to deliver a clear, concise business-centric strategy. PMO Assessment Workshop: Our DCT leads our Project Management Office (PMO) Assessment Workshop. This workshop is a high-impact, comprehensive program to assess and improve Project Portfolio Management (PPM) practices over the course of 3- 4 weeks. This comprehensive program consists of three survey domains: PPM current state, PPM satisfaction, and PPM assessment.
Application Rationalization: Over time, your application portfolio may expand as more are introduced for specific needs. Using a strong holistic methodology, CDW•G can help the City of Mesa and OMNIA Partners Participating Public Agencies address your application portfolio to ensure that the applications used are cost-efficient and serve as effective tools. Our skilled consultants will work directly with relevant stakeholders to review your organization’s complete list of applications. This review includes a full data analysis, coupled with facilitated workshops and interviews with application owners and end-users. These sessions provide additional context and knowledge beyond the raw data to identify and attain your organization’s end goals. Application Dependency Mapping: Application dependency mapping combines toolbased discovery with the experience of CDW•G resources to provide a holistic view of an application environment, including detailed information and mapping of the relationships between your IT assets. Whether the City of Mesa and OMNIA Partners Participating Public Agencies are prepping to migrate to a new data center, introducing a new application, reducing the risk of business interruptions, or planning to transform your business, application dependency information is a crucial factor in your success.
Application dependency mapping is an essential first step for understanding your current environment or preparing for a wide range of changes.
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old adage of “use it or lose it” funds, CDW•G was able to provide critical staff augmentation resources to complete crucial updates on a timeline unique to local government.
Going a step further, the City’s dedicated CDW•G Account Team coordinated consultants to help formulate an effective plan for implementing and executing on their vision. This wide range of services offered by CDW•G – from basic network upgrades to InfoSec consulting and road mapping – became a key factor in IT moving from treading water to making real progress in delivering exceptional outcomes.
Success through OMNIA Partners
The City benefits from competitively priced service offerings with the technical acumen to partner alongside C-level executives and deliver innovative outcomes; a contract that procurement understands and embraces as a cost-saving measure; and a partner that understands their needs and aligns their resources to help accomplish goals that once seemed out of reach.
Technical Support Services
CDW Technology Support
CDW Technology Support (CTS) is CDW•G’s branded offering backed by the OEM collaborative warranty support service. CTS provides an enhanced client warranty support experience with one contract offering incident management for covered devices. CDW•G will take the first call for the City of Mesa and OMNIA Partners Participating Public Agencies to help resolve your 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 City of Mesa and OMNIA Partners Participating Public Agencies’ behalf. CDW•G Technology Support helps the City of Mesa and OMNIA Partners Participating Public Agencies solve your business problems by providing a single solution for your manufacturer support, saving internal IT staff time and/or any unplanned expenses for an engineer to come and replace faulty hardware and/or renew a contract that was not co-termed. Because of CDW•G’s depth and breadth of expertise, we are able to get a top-level Technical Assistance Center (TAC) engineer more quickly than a customer may be able to, resulting in quicker incident resolution. Some of the features and benefits of CDW Technology Support include:
One place to call: CDW Technology Support allows the City of Mesa and OMNIA Partners Participating Public Agencies a single point of contact. We provide end-to-end ownership of all incidents, service requests, and support for maintenance, hardware replacement, knowledge base, and software support.
24/7/365 support: CDW Technology Support provides around-the-clock support via a dedicated service desk 24/7/365 and also provides a dedicated support number, email address, and ServiceNow login to open and view case status online. Full-service Return Merchandise Authorization: If, after troubleshooting, CDW engineers determine that a device needs to be replaced, CDW•G will request the RMA from the manufacturer on your behalf and have it sent to your location. We will also dispatch an engineer to meet that part and swap out the device for you and return the defective parts to the manufacturer and update the serial numbers on your contracts. Fully backed by manufacturer warranty and support: A support contract is purchased through the manufacturer so you do not lose the ability for upgrades,
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updates, etc., and may be provided software download access to those contracts if requested.
Maintenance Offerings
CDW•G offers various maintenance agreements to cover all types of vendors, products, and service levels. Our offered maintenance agreements give access to cover all vendors, products, and service levels with just one toll-free number. Types of available agreements include the following:
Coterminous Support Contracts. A conterminous support contract takes the City of Mesa and OMNIA Partners Participating Public Agencies’ existing manufacturer support plans and roll them together with one standard end date to eliminate the risk of a lapse in coverage.
Break/Fix Maintenance Agreement. These annual maintenance agreements and contracts cover the repair or replacement of in- or out-of-warranty equipment. Retainer Contracts. Retainer contracts provide a designated block of time that guarantees the City of Mesa and OMNIA Partners Participating Public Agencies’ access to field service and support staff, including system engineers, network technicians, PC, and printer repair technicians, and more.
For information about warranty and repair services, please see “Repair” below.
Leasing/Financing Services
CDW•G has an in-house Financing Solutions Team to help the City of Mesa and OMNIA Partners Participating Public Agencies navigate among our tailored payment solution options, which include leasing, financing, subscriptions, etc. We take a consultative approach to financing options that ensure the City of Mesa and OMNIA Partners Participating Public Agencies’ goals are met.
At CDW•G, we focus on providing the best solutions in the industry—and that includes Financing Solutions. CDW•G can facilitate an agreement between OMNIA Partners Participating Public Agencies and various leading financing companies that can help each Participating Public Agency obtain the payment terms that best fit their unique needs and budget requirements. Agencies can secure a payment solution structure with maximized options and terms.
CDW•G’s Financial Partners provide the best option to fit the City of Mesa and OMNIA Partners Participating Public Agencies’ needs. For agencies with a Master Lease Agreement established, we likely have a partnership in place with their provider or can establish one, to extend their existing agreement to incorporate purchases from CDW•G. Often, we leverage relationships with our partners to offer more advantageous rates, terms, and structures. For agencies that have diversity requirements to meet, we can recommend small and diverse partners that hold relevant certifications.
Our Premier Financing Partners include, but are not limited to, the following:
Arrow Capital Solutions
Cisco Capital
Dell Financial Services
HPE Financial Services
Lenovo Financial Services
LEAF Commercial Capital, Inc.
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Trade-in Services – CDW•G’s Information Technology Asset Disposition When the City of Mesa and OMNIA Partners Participating Public Agencies’ equipment reaches the end of its lifecycle, CDW•G can refer you to industry-leading IT Asset Disposition (ITAD) service providers to help you properly dispose of the hardware. Our partnerships with industryleading asset disposition organizations allows for fair market value, responsible disposal, transfer of liability, and potentially credit toward new tech purchases with CDW•G.
CDW ITAD services include, but are not limited to data wiping, asset removal, evaluation, recycling, onsite shredding, potential value back credit to maximize recovery, and depot services. CDW ITAD offers many benefits to the City of Mesa and OMNIA Partners Participating Public Agencies, including:
Logistics services for quick and efficient removal of equipment from client facilities Device pickup, including palletizing equipment, shrink wrapping, and transport Document of liability transfer provided to indemnify client from any environmental liability Ensure removal of all client information and software from electronic media and assets US Department of Defense-compliant erasure services in full support of government standards
EPA-approved disposal
Zero-landfill policy
Complete serialized reporting available via a website Repair Services
CDW•G offers a breadth of warranty options, repair services, and maintenance agreements to provide the City of Mesa and OMNIA Partners Participating Public Agencies the assurance of predictable costs and repair response times that a warranty agreement can provide.
The standard manufacturer warranty that comes with most products is a “best effort” commitment for response time. Regardless of the application of a system for the City of Mesa and OMNIA Partners Participating Public Agencies, the “best effort” level of service is frequently not sufficient to achieve desired business continuity. Even a non-critical repair, such as a tablet, can keep a coworker without this tool for 8-10 business days. Moreover, standard manufacturer warranties can quickly expire. The average industry cost for maintenance is $85-$120 per hour plus parts; quickly leaping past the cost to extend the warranty. As such, we recommend the City of Mesa and OMNIA Partners Participating Public Agencies take advantage of the warranty, repair, and maintenance options we offer.
CDW•G offers a breadth of warranty options, repair services, and maintenance agreements to provide our customers the insurance of predictable costs and repair response times that a warranty agreement can provide. Our comprehensive suite of product lifecycle support offerings includes:
Warranty extensions and upgrades
Post warranty support
Accidental damage protection
Maintenance contract agreements
Post-sale technical support
Product and certification training
Onsite repair
Depot repair
Help desk service
Account Managers keep a watchful eye on all of their customers’ agreements and have preemptive discussions to ensure customers’ next warranty purchase meets their needs as well.
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Examples of our available warranty levels, popular warranty options, and related value added services are included below. The completeness of our portfolio allows us to provide effective problem diagnosis and resolution for every customer need.
Basic Warranty
CDW•G’s basic warranty offering includes the following:
CDW•G provided 30 day warranty – We offer a complimentary 30 day warranty for all products we sell. Once the 30 days have expired, CDW•G’s technical support or the City of Mesa and OMNIA Partners Participating Public Agencies’ dedicated Account Manager assist in requesting the manufacturer warranty service. Certified technician support – We provide toll-free, email, and on-line chat technical support on all hardware and operating systems for up to two years after purchase from CDW. Our technical support technicians are US based, located in Holmdel, New Jersey, responding to about 60 calls a day. For insight into your technical issues, the City of Mesa and OMNIA Partners Participating Public Agencies can monitor the frequency and type of technical support requests via the CDW•G Account Center. Extensive engineering support – We have service-dedicated coworkers nationwide, aiding in pre- and post-sale questions. They provide assistance to the City of Mesa and OMNIA Partners Participating Public Agencies by phone, and we also offer on-site support. As with the technical support above, a key to great support is that they are not compensated by an individual manufacturer they are “vendor agnostic.” This allows them to support the interoperability of the City of Mesa and OMNIA Partners Participating Public Agencies’ entire solution, not promote a single brand. These experienced and certificated engineers provide consultation with configurations and infrastructure shifts.
Extended Warranty
CDW•G offers various extended warranty options, including the following:
CDW Maintenance Agreements
CDW’s offered maintenance agreements give access to cover all vendors, products, and service levels with just one toll-free number. Types of available agreements include:
Coterminous Support Contracts - A coterminous support contract can take the City of Mesa and OMNIA Partners Participating Public Agencies existing manufacturer support plans and roll them together with one common end date to eliminate the risk of a lapse in coverage.
Break/Fix Maintenance Agreement - These annual maintenance agreements and contracts cover the repair or replacement of in- or out-of-warranty equipment. Retainer Contracts – Retainer contracts provide a designated block of time that guarantees the City of Mesa and OMNIA Partners Participating Public Agencies’ access to field service and support staff including: system engineers, network technicians, PC and printer repair technicians, and more.
Cisco SMARTnet
Without SMARTnet, Cisco charges $400 hour for repair services. With the average repair taking four hours, customers are likely to pay $1600 per incident without SMARTnet. Cisco SMARTnet service provides enhancement and maintenance support resources during the operational lifetime of a Cisco networking device. We are the #1 Cisco SMARTnet partner, holding SMARTnet Maintenance Agreements with over 34,000 distinct customers. Our dedicated
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SMARTnet team has 38 SMARTnet Specialists with over 200 years of combined experience working with SMARTnet contracts and in-depth knowledge of Cisco’s internal SMARTnet tools.
We offer multiple length and levels of SMARTnet agreements, including onsite options. CDW is authorized to purchase directly from Cisco, which can greatly reduce the City of Mesa and OMNIA Partners Participating Public Agencies’ cost for this comprehensive service.
Hard Drive Retention
CDW•G offers IBM and Lenovo hard drive retention warranty options for our customers whose hard drives store confidential customer data, trade secrets, or intellectual property, or if they need to comply with regulatory requirements. When a damaged hard drive is replaced, the customer keeps the original defected device, eliminating tracking of drives during transit and providing the utmost data protection.
Design Services
We get that every IT solution is unique and that its delivery must be customized to meet the City of Mesa and OMNIA Partners Participating Public Agencies’ specific needs. In tandem with industry-leading partners, our highly experienced architects, engineers, and project managers will work with you to design solutions that meet the City of Mesa and OMNIA Partners Participating Public Agencies’ needs and help you reach your IT goals. From configuration and maintenance to advanced engagements across infrastructure, workspace, security, and support, CDW•G has the expertise you need to help with all of your IT needs. We provide remediation recommendations based on environment discovery and create application architecture designs and roadmaps specific to the requirements of each OMNIA Partners Participating Public Agency.
An overview of our design services include, but are not limited to, the following:
Solutions Design: CDW•G helps you design specific solutions to meet your hybrid infrastructure, network, digital workspace, and security needs. Transformation Design: Design platform migrations, application upgrades, and the entirety of your digital transformation
Platforms Design: Design public cloud platforms and applications with our experts. Our design and planning workshops help you align your goals and needs to create an outcome-based unified communications strategy based on end-user satisfaction. Device Design: Device Design includes custom building the right device for the City of Mesa and OMNIA Partners Participating Public Agencies’ needs and providing recommendations for all key technical specifications. Once the City of Mesa and OMNIA Partners Participating Public Agencies know which products are best for your environments, we often work with our partners to custom design them – even if the device is not currently available in the market. These devices - also called Configure to Order – are built to your exact specifications.
Data Strategy Design: The first step in harnessing the power of your data is having the right processes in place for collecting, analyzing, and making decisions based on what the data is telling you. CDW•G is there to suggest new ways to create an agile, modern data strategy. We conduct a comprehensive evaluation of your current data processes and platforms and then design a customized data strategy tailored to your needs. Software Development/Design: CDW•G provides remediation recommendations based on environment discovery, and create application architecture designs and roadmaps specific to your requirements.
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an inventory list, and then provide recommendations that meet your requirements and allow you to achieve your desired outcomes.
Network Health Check
This health check includes elements like tools deployed to discover network devices, End of Life (EOL) or End of Sale (EOS), and software security report, device software code recommendations, and a summary report.
Network Assessment
Our Network Assessment includes all of the elements of the Network Health Check, but is more feature-rich in its diagnostic capabilities.
Next Generation Network Assessment
Our Next Generation Network Assessment delivers our most comprehensive diagnostics. It includes more future-state planning artifacts, such as a roadmap tailored to the City of Mesa and OMNIA Partners Participating Public Agencies needs that outlines recommended steps for improving future-state performance and security.
Quality of Service Assessment
An in-depth review of each device’s Classification and Marking, Queuing and Shaping, Service Provider mapping and translation, and WAN VPN.
Multicast Assessment
An in-depth review of each device’s L2/L3 Multicast configuration.
DV Technical Readiness Assessments
Digital Velocity (DV) Technical Readiness Assessments are designed to benchmark current architecture, processes and practices, and the City of Mesa and OMNIA Partners Participating Public Agencies’ maturity level with the goal of uncovering, at a high level, the fastest and most impactful path toward your desired future state. Assessments are available for the following focus areas: Cloud, Modern DC, Migration, Database Migration, Application Modernization, DevOps, and Data Modernization.
Hybrid Infrastructure Assessment
Our Hybrid Infrastructure Assessment Team (HIAT) has several data center use cases and scenarios to provide capacity and planning advice in tandem with CDW•G solution architects, including:
Environment Overview: CDW•G’s HIAT provides a detailed report of a customer’s current virtualization environment.
VMware End of Support: CDW•G and the HIAT perform a licensing and hardware compliance checkpoint for VMware Virtualization.
Platform Migration: A CDW•G Solution Architect works with the HIAT to project capacity for new compute platforms for a specific environment, whether onpremises or in the cloud.
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Consolidation: A CDW•G Solution Architect in tandem with the HIAT can project the capacities needed to consolidate hardware or geographic locations. Disaster Recovery (DR): A CDW•G Solution Architect in tandem with the HIAT will provide the City of Mesa and OMNIA Partners Participating Public Agencies an overview of DR planning, best practices, and additional services available to assist in this critical business function.
Hardware Refresh: A CDW•G Solution Architect , in tandem with the HIAT, helps the customer analyze and plan for proper lifecycle management of the data center infrastructure.
While valued at $5,000, this assessment is provided as a no-cost value add to the City of Mesa and OMNIA Partners Participating Public Agencies.
CDW Well-Architected Review for AWS
A CDW•G field solution architect utilizes the AWS Well-Architected tool to walk the customer through the questionnaire and then reviews the output, specifically identifying any high-risk issues with the City of Mesa and OMNIA Partners Participating Public Agencies.
While valued at $5,000, this assessment is provided as a no-cost value add to the City of Mesa and OMNIA Partners Participating Public Agencies.
CloudHealth: Rightsizing Existing AWS Environment Assessment A CDW•G field solution architect enrolls the City of Mesa and OMNIA Partners Participating Public Agencies for a no-cost trial with CloudHealth and, after two-week lead time, they outline what the tool has identified for you.
While valued at $2,500, this assessment is provided as a no-cost value add to the City of Mesa and OMNIA Partners Participating Public Agencies.
Power and Cooling Assessment
CDW•G’s Power and Cooling team performs an analysis of the City of Mesa and OMNIA Partners Participating Public Agencies current environment.
While valued at $2,500, this assessment is provided as a no-cost value add to the City of Mesa and OMNIA Partners Participating Public Agencies.
CDW Storage Assessment Workshop
An analysis of the City of Mesa and OMNIA Partners Participating Public Agencies’ data center storage environment, including object, file, block, cloud-based strategies, DC performance, capacity, and end-of-support planning.
VMware NSX POC Assessment Workshop
This data center assessment considers and deploys a proof of concept for the City of Mesa and OMNIA Partners Participating Public Agencies on how micro-segmentation using the NSX platform can benefit your operations.
Nutanix Configuration Assessment
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Application Architecture Review
Identify potential concerns within an application by examining the architecture and the data flow, finding vulnerabilities, and providing detailed recommendations for improvement.
SDLC/DevOps Review
Review and improve the secure Software Development Life Cycle (SDLC) program by focusing on the use of key application security solutions, including Dynamic Application Security Testing, (DAST), Static Application Security Testing (SAST), Interactive Application Security Testing (IAST), and Software Composition Analysis (SCA).
Data Protection Modernization Assessment
Evaluate the entirety of the data protection ecosystem to ensure the City of Mesa and OMNIA Partners Participating Public Agencies’ recoverability. This assessment leverages a proprietary Data Protection ScoreCard (as well as stakeholder interviews and analytics tools) to provide a report comparing the existing environment to that of the new modernized environment.
Database Security Assessment
Assess database risk by evaluating the susceptibility of the City of Mesa and OMNIA Partners Participating Public Agencies’ database to a host of known vulnerabilities and common attack scenarios.
Rapid IAM Assessments
Assess the City of Mesa and OMNIA Partners Participating Public Agencies’ current Identity and Access Management (IAM) program and its ability to defend against a wide variety of threats. This assessment aligns with ISACA’s IT Assurance Framework (ITAF), COBIT 5.0, ISO 27001/27002, ITIL v3, or the NIST standards.
IAM Strategy Assessment
Use business and security objectives to plot the course for an IAM program over a threeor five-year horizon, including new tool deployments, integrations, functionality improvements, and business justifications.
User Access/Privileged Access Reviews
Get a system-agnostic view of the organization’s user processes and roles, and identify opportunities to convert manual processes into automated workflows.
Identity Exposure Assessment
Leverage a Zero Trust view to assess the CISA pillars of Identity and Device. The assessment closely aligns with the NIST Zero Trust Architecture and CISA Zero Trust Maturity Model, evaluating user and device identity management across on-premises and cloud environments for alignment with Zero Trust best practices.
Cybersecurity Maturity Assessment
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Leverage an established capability maturity model (CMM) to objectively evaluate the City of Mesa and OMNIA Partners Participating Public Agencies’ current security program and provide realistic maturity rankings across industry standards and frameworks, including the NIST CSF, NIST 800-53, CIS Top 20, and PCI DSS.
SAP Role Design Assessment
Assess Systems Applications and Products (SAP) Production environment, reviewing role design approach, role naming conventions, organizational-level security, unassigned roles, maintenance access, end-user profile assignment, and access to sensitive IT authorizations. Provide recommendations for role remediation and optimization.
SAP GRC Access Control Configuration Assessment
Assess the SAP Governance, Risk, and Compliance (GRC) Access Control (AC) environment to evaluate process documentation, configuration settings, firefighter workflow setup, firefighter log report analysis, and risk ruleset customization analysis.
Provide recommendations for improvement and a prioritized list of automation opportunities.
SAP User Provisioning and Role Change Management Process Assessment Review all provided documentation regarding policies and procedures to develop process maps for common SAP Security activities. Deliver detailed process flows for in-scope processes and recommendations for improvement and automation.
FTC Assessment
Assess compliance by following a five-phase methodology for organizations faced with consent orders from the Federal Trade Commission (FTC).
PCI Assessment (Audit)
Assess alignment of current practices with Payment Card Industry Data Security Standard (PCI DSS) requirements to determine compliance, issuing a Report on Compliance (Roc) or Attestation of Compliance (AoC) if appropriate. CDW•G also provides readiness assessments, scoping assistance, and Self-Assessment Questionnaire support, as needed.
Privacy Maturity Assessment (GAPP/NIST Privacy)
Evaluate the City of Mesa and OMNIA Partners Participating Public Agencies’ privacy program to benchmark policies, processes, and technologies against leading privacy standards, including the NIST Privacy Framework, Generally Accepted Privacy Principles (GAPP), and HIPAD35A Breach Notification requirements.
Third-Party Risk Assessments
Assess the City of Mesa and OMNIA Partners Participating Public Agencies’ third parties in support of enterprise-wide third-party risk management programs. These assessments be provided in a managed service format or in bundles/bulk assessments.
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Privacy Compliance Assessments (HIPAA/CCPA/CPRA/GDPR/PIPL/GLBA) Measure readiness and/or compliance with all major data protection regulations, including HIPAA, CCPA/CPRA, GDPR, PIPL, and GLBA. These assessments harmonize regulatory frameworks to save costs and improve efficiency.
IT Risk Assessment
Assess IT environment or specific systems to determine if existing IT policies, procedures, infrastructure, applications and security posture are aligned with the City of Mesa and OMNIA Partners Participating Public Agencies’ short-term and long-term business objectives.
CMMC Pre-Assessment
Evaluate the current environment against the Cybersecurity Maturity Model Certification (CCMC) framework to identify gaps and develop a mitigation strategy before the certification assessment to help shorten the time to certification.
Zero Trust Assessment
Build a strategic roadmap to Zero Trust maturity through our three-phase assessment, which aligns with NIST SP 800-207 guidelines and the Cybersecurity and Infrastructure Security Agency (CISA) Zero Trust Maturity Model.
Security Operations Assessment
Benchmark the Security Operations Center (SOC) against CDW•G’s best practices program, peer organizations, or historic organizational performance levels.
DDOS Resiliency Assessment
Evaluate the City of Mesa and OMNIA Partners Participating Public Agencies’ ability to maintain business continuity and continue critical operations in the face of a Distributed Denial-of-Service (DDoS) Attack.
IoT Device Assessment
Provide visibility into and control over the IoT devices on the network, improving the City of Mesa and OMNIA Partners Participating Public Agencies’ ability to respond to issues and threats.
Cyber Workforce Assessment
Assess the suitability of the cyber workforce to defend the organization by evaluating roles and responsibilities, governance, and the knowledge, skills, and abilities of the individuals.
Web App Penetration Testing
Identify and test the full attack surface of the provided application to achieve a fullbreadth test of all user-facing functionality.
IR Readiness Assessment
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Assess the City of Mesa and OMNIA Partners Participating Public Agencies’ ability to respond to threats from inside and outside of the network perimeter. CDW•G can also help with Incident Response (IR) Program Development and IR Tabletop Exercises.
ASV Scanning
Scans all Internet-facing systems that store, process, transmit, or impact the security of cardholder data (CHD) to adhere to the requirements of the current version of the PCI Data Security Standard.
External Penetration Testing
Identify and test the full external attack surface of the City of Mesa and OMNIA Partners Participating Public Agencies to achieve a full-breadth test of all available services exposed to the public internet.
Internal Penetration Testing
Identify and test the full internal attack surface of the City of Mesa and OMNIA Partners Participating Public Agencies to increase your overall security posture by identifying the maximum number of lateral footholds on a network that should be remediated.
Mobile Penetration Testing
Identify and test the full attack surface of the provided application to discover vulnerabilities in several areas, including implementation and platform usage, storage and transmission of sensitive data, and communication with external resources such as API endpoints.
Physical Social Engineering
Evaluate the City of Mesa and OMNIA Partners Participating Public Agencies’ ability to prevent and react to a targeted, non-destructive physical intrusion. This engagement includes both surreptitious and overt contact with the target facility, including masquerading as legitimate occupants or authorized third parties.
Social Engineering
Evaluate your ability to prevent and react to a targeted attack as well as the effectiveness of security awareness training provided to users. Can use Phishing (email-based simulations) and/or Vishing (telephone-based simulations) methods.
Vulnerability Assessment
Evaluate current IT systems to determine and categorize present vulnerabilities by classifying and ranking vulnerabilities. Provides a customized report with cost-effective, concise recommendations to tackle specific security problems or threats.
Wireless Penetration Testing
Assess the organization’s wireless attack surface by identifying corporate-sanctioned wireless assets and evaluating their respective security policies. Subjects all networks to active exploitation with the intent of accessing internal corporate resources.
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Compromise Assessment
Leverage many of the same tools and tactics as attackers to conduct active threat hunting and develop indicators of compromise based on the recognized MITRE ATT&CK framework.
Secure Endpoint Health Check
This health check validates the status of a microservice and its dependencies.
Red Teaming Services
Assess the detection and response capabilities of an organization’s Blue Team (defensive security professionals) in the event of a targeted attack. Attempt to gain access to the internal network through various attack vectors while subverting the organization’s defenses.
Purple Teaming Services
In our Purple Teaming Services, our CDW Red Team (offensive security professionals) pairs with the City of Mesa and OMNIA Partners Participating Public Agencies’ IT security personnel (i.e., Blue Team) during simulations of specific attack scenarios to improve defenses and incident response procedures throughout the engagement.
Segmentation Validation
Evaluate the effectiveness of any network segmentation controls used to reduce PCI DSS scope by attempting to connect to and access the cardholder data environment (CDE) from internal network segments intended to be out-of-scope for PCI DSS compliance.
Cisco Umbrella Health Check
Review the Umbrella dashboard must-haves and help the City of Mesa and OMNIA Partners Participating Public Agencies identify common issues and how to maximize their protection.
Cisco Email Security Appliance (ESA) Health Check
Evaluate the status of a customer’s Email Security Appliance, configuration, and lifecycle with industry-standard recommendations.
Cisco Web Security Appliance (WSA) Health Check
Evaluate the status of the City of Mesa and OMNIA Partners Participating Public Agencies’ Cisco Web Security Appliance, configuration, and lifecycle health with industry-standard recommendations.
Cisco Identity Services Engine (ISE) Health Check
Evaluate the Cisco Identity Services Engine with a system engineer focused on ISE best practices.
Cisco Firepower Threat Defense Health Check
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Collaboration Architecture Advisory
CDW•G engineers will review your Cisco Collaboration environment for pain points and best practices while also analyzing the opportunities to leverage the latest advancements in Cisco Webex cloud collaboration technology. The engineer will prepare a report with the findings of the analysis as well as provide a high-level roadmap of recommendations so the City of Mesa and OMNIA Partners Participating Public Agencies get the most from their Cisco Collaboration investment.
Emergency Calling Assessment
Our highly qualified engineers evaluate the City of Mesa and OMNIA Partners Participating Public Agencies’ current collaboration environment for Emergency Calling best practices, including company policies, emergency response locations, remote and mobile users, notification alerts, and address delivery. The engineer prepares a report with the findings and provides the City of Mesa and OMNIA Partners Participating Public Agencies with a high-level roadmap of recommendations to limit your liability, ensure your users are able to reach emergency services quickly, and give you the best chance to receive help at the right location.
Customer Engagement Center Cisco UCCE Health Assessment CDW•G engineers review the City of Mesa and OMNIA Partners Participating Public Agencies’ Cisco Contact Center Enterprise environment for pain points and best practices. The engineer prepares a report with the findings of the analysis as well as provides a high-level remediation plan to address any issues found.
Customer Engagement Center Business Analysis
CDW•G business analysts meet with the City of Mesa and OMNIA Partners Participating Public Agencies’ contact center teams to understand pain points and goals. The analyst looks for opportunities for improvement in handling, efficiencies, and opportunities to apply best practices. The consultant prepares a report with the findings of the analysis and provides the City of Mesa and OMNIA Partners Participating Public Agencies’ with a high-level remediation plan to address any issues found.
Microsoft 365 Best Practice Assessment Workshop
The Microsoft Office 365 Best Practice Assessment helps the City of Mesa and OMNIA Partners Participating Public Agencies’ validate your existing Microsoft Office 365 design (e.g. Exchange Online) and validates it is configured according to best practices.
Microsoft 365 Governance Assessment Workshop
Provides review and recommendations concerning the City of Mesa and OMNIA Partners Participating Public Agencies’ Office 365 governance models and/or policies.
Microsoft 365 Network Performance Assessment Workshop
Provides review and assessment of up to four workstations in (up to) four physically separate network sites. It evaluates the workstations’ abilities to successfully access Office 365 services quickly.
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SharePoint 2010-2019 Assessment Bundle
Our SharePoint Migration Assessment leverages a proprietary tool developed by CDW SharePoint Specialists to scan the contents of your SharePoint Farm and help identify features and content that will impact your transition to another SharePoint service level/version. The Assessment Bundle includes the initial setup and run of the tool, in addition to a full assessment of a single SharePoint Farm.
CDW Microsoft Teams Assessment and Jumpstart
This Microsoft Teams solution includes basic planning, design, adoption, and pilot migration. This project is a week-long engagement that allows the City of Mesa and OMNIA Partners Participating Public Agencies to utilize Teams in your production environment with adoption advice and content.
Microsoft 365 CISO Security Workshop
The Microsoft 365 CISO Security Workshop allows CDW•G to learn about the City of Mesa and OMNIA Partners Participating Public Agencies’ unique needs and develop a strategic plan based on approaches recommended by Microsoft experts. The workshop covers both product and solution best practices and configuration recommendations around the security features of Microsoft 365.
Microsoft 365 CISO Security Workshop with Sentinel
The Microsoft 365 CISO Security Workshop with Sentinel allows CDW•G to learn about the City of Mesa and OMNIA Partners Participating Public Agencies’ needs and develop a strategic plan based on approaches recommended by Microsoft experts. The workshop covers product and solution best practices and configuration recommendations around the security features of Microsoft 365 and Sentinel.
Microsoft 365 Security Device Protection
As more and more users become mobile and are using a wider variety of devices, applications and documents need to keep up. How does the City of Mesa and OMNIA Partners Participating Public Agencies’ manage these devices while providing secure and reliable access to applications and data? Microsoft 365 helps provide easy, secure access to any device, no matter where someone might be. Device Protection will include the steps necessary to understand your requirements and develop the deployment plan just for you.
Microsoft 365 Security Identity Protection
Microsoft 365 provides numerous tools to provide additional layers of security and also has tools to identify and protect access in real-time. Our Microsoft 365 Security Identity Protection Assessment Workshop includes the steps necessary to understand your requirements and develop the deployment plan just for you.
Microsoft 365 Security Information Protection
This engagement provides the best practices on how to configure the products to achieve the City of Mesa and OMNIA Partners Participating Public Agencies’ goals. This will provide
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a functional roadmap to ensure security and compliance is built into the Office 365, Windows 11 and EMS solution.
Microsoft Enterprise Mobility + Security
This engagement reviews the City of Mesa and OMNIA Partners Participating Public Agencies’ current environment to identify issues and usage of features. We review a single EMS subscription, including all the cloud components, Microsoft Entra ID P1/P2, Intune, Azure Information Protection, Azure Rights Management Service, Azure Advanced Threat Protection, and Cloud App Security. The results of the review provide recommendations to address issues and a roadmap for adoption of additional components.
Assessment of Workspace ONE
This engagement provides an in-depth discovery of the City of Mesa and OMNIA Partners Participating Public Agencies’ Workspace ONE environment to ensure all management utilities are being used properly and that you are taking advantage of to get the best experience for your users and IT.
Health Check for Jamf Pro
This engagement helps ensure you are managing your Apple devices properly through the mobile management utility Jamf Pro based on the City of Mesa and OMNIA Partners Participating Public Agencies’ environmental needs.
Configuration Services
The City of Mesa and OMNIA Partners Participating Public Agencies Participating Public Agencies can rely on CDW•G to preconfigure their technology solutions and provide custom turnkey solutions for plug-and-play deployment. We offer a wide array of services to address the various tasks involved in configuration projects, including hardware and software installation and configuration, testing, imaging, domain integration, branding, labeling, asset management, delivery & distribution. Our Configuration Centers roll out 2.6 million products every year - more than 10,000 custom units a day.
The benefits of our configuration services are as follows:
Lower configuration, integration, and overall deployment expense Reduce risk and time to deploy
Improve delivery, distribution, and tracking of assets Complete projects on schedule
Free IT staff and resources to work on higher-level projects Our Configuration Team can provide many services, including:
Hardware Integration: Hardware integration services include installation of memory, hard drives, NIC cards, video cards, and a variety of other components. Software Configuration: When it comes to software, your computers, mobile devices and servers will come with OSs and apps pre-installed. We offer White Glove Service to prep and provision Chromebooks.
Custom Imaging: Including image creation, maintenance, and deployment, we can host a secondary server to connect to your SCCM or other image deployment server via
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VPN. Customizable options include pre- and post-imaging tasks like domain join and security upgrades.
Rack Configuration: We mount and configure your network and security devices, rackmount servers, chassis blade servers, storage, KVMs, UPSs, and PDUs into a rack structure, then cable and label before shipping.
Mobility Services: We configure and activate your tablets, phones, handhelds, and WiFi hotspots. Additionally, services that include MDM enrollment, App installations, IOS and Android updates are also available.
Custom Laser Engraving: Your logos and other important information can be engraved onto notebooks, mobile devices, and other equipment. We can laser engrave static content and/ or one field of dynamic content, such as the device serial number. Asset Tagging and Reporting: You have the option to use CDW•G-branded labels, customer-provided labels, or our team can build custom labels that we print on-demand, including UID/IUID identification labels for US Government applications. Extensive information on your devices is available via the Order Reporting and Hardware Asset Management functions on your CDW•G Account Center.
Network and Security Device Configuration: We configure firewalls, routers, switches, access points, and IP phones for all the largest manufacturers. These services include system software/firmware upgrade or downgrade, uploading master configuration files, and configuration of IP address, subnet mask, and default gateway.
All customization is based on the City of Mesa and OMNIA Partners Participating Public Agencies’ unique specifications.
Burn-in Services: We run your devices for 12 hours or more to ensure all components are working properly. This includes running a diagnostic program (where applicable) to test basic functionality. This service is designed to reduce the number of items that fail after a short period of use.
Software and Imaging: We have a team of engineers, technicians, and team leaders trained to work on image and software deployments. Customer-specific deployment instructions are strictly followed to ensure your devices are imaged and configured your way.
Custom Packaging: This includes kitting, palletization, inserts and welcome letters, and box labeling.
Buy and Hold Services: This allows you to purchase products and have them held in a secure location anywhere from three months up to a year. CDW•G handles the configurations, customizations, logistics, and shipping requirements to ensure your predefined deployment schedule is met.
Configuration Quality Assurance
Either our own best practices or your specific deployment instructions are strictly followed to ensure devices are configured to meet each customer’s requirements. The City of Mesa and OMNIA Partners Participating Public Agencies can provide a custom checklist to CDW•G for additional verification and testing.
All Configuration Center workers are trained on CDW’s best practice quality assurance procedures that include a comprehensive check of each system we touch. First, we verify the compatibility of all components to be installed. Second, we verify that each component is installed properly, and the hardware installation is complete. Finally, we ensure that all hardware and software are functioning according to manufacturer specifications. Each step is completed by a qualified technician and verified by a Quality Control (QC) technician. CDW is ISO 9001:2008 compliant and the names of the primary technician and QC technician are recorded
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for all orders. All team members are held accountable for adhering to our quality assurance procedures. If any issues are encountered, CDW•G will contact you immediately to resolve the issue.
Any defective or damaged devices that are discovered during the configuration or warehousing process will be removed from stock and replaced with new, functional devices. The damaged or defective devices will be returned to the manufacturer on CDW’s behalf. This process will not require the customer’s involvement and should happen transparently to the customer.
Implementation Services
Our expert engineers configure and deploy your solutions to help you implement technology according to the City of Mesa and OMNIA Partners Participating Public Agencies’ unique needs and ensure it works from day one. We can build, create, and analyze software or services, as well as test and release into a defined environment and implement changes outlined in the design phase. We implement technology adoption and organizational change management plans to ensure you’re fully utilizing your technology solutions and deriving the value you expect.
Any successful implementation requires careful attention to the management of the scope, people, and process of each project. Through our experience with numerous complex projects, CDW•G has refined an implementation methodology that uses project management best practices combined with real-world lessons learned. Our methodology has resulted in a standard for how we choose the people we hire, the way we structure our project teams, and the project milestones we set for customer acceptance.
We believe effective project management requires careful attention to the following plan elements and an appropriate level of communication between project participants. Our project plan includes the following components:
Scope of Work
Project Schedule
Communication Plan
Statement of Work
Risk Management Process
Change Management Process
Issue Management Process
Assumptions
Deliverable Management
Customer Responsibilities
Partner Management
Project Acceptance
Contract
The graphic below provides additional insight into our comprehensive methodology.
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Figure 8. CDW•G’s Comprehensive Project Management Methodology Installation Services
CDW•G installs hardware, software, peripherals, and more. We offer a wide array of services to address the various tasks involved in configuration projects, including hardware and software installation and configuration, domain integration, branding, labeling, asset management, delivery, and distribution.
Our installation services include, but are not limited to, the following:
Computing Installation
Our installation services can help take the burden off your busy IT staff. We can help install and deploy new desktops, notebooks, and printers quickly and easily. We also assist with deinstallation and moving of existing equipment, configuration services, and basic IT staff training (if needed) to ensure a custom solution that fits your environment.
Data Center Installation
We can help you optimize your data center with implementation services around your server, storage, power, and cooling technologies.
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Network Installation
Whether it be WAN or LAN, wired or wireless, we are ready to help you implement new network technology smoothly and efficiently.
Security Installation
In addition to offering a comprehensive security assessment, our security specialists can help ensure that your security solution is properly designed and implemented.
Interactive Whiteboard and Flat Panel Installation
Need to update a classroom or conference room with interactive whiteboards or flat panels? We offer manufacturer-certified specialists who can perform site-specific installation at your organization or institution.
Training Services
Our training sessions and programs align the training needs of your workforce with the goals of your technology projects, ensuring that teams across the City of Mesa and OMNIA Partners Participating Public Agencies’ have the skills they need to support and optimize your tech stack long-term.
Product Training
CDW•G leverages our top partnership levels with the industry-leading OEMs on behalf of the City of Mesa and OMNIA Partners Participating Public Agencies. We work with you to host Technology Symposiums, which brings our best-of-breed partner network on-site to share key industry updates, product roadmaps, and technical deep dives. Our technical specialists, alongside OEMs will conduct product roadmap sessions, arrange demo loan products, and facilitate a combination of web and onsite training sessions.
CDW•G has two Technology Experience Centers (TEC) in the US that are fully functional data centers and networks, where the City of Mesa and OMNIA Partners Participating Public Agencies can experience technology in action — remotely or onsite.
These facilities offer onsite and remote demos of leading solutions and are managed by our Demo Lab team. These labs demonstrate how integrated solutions work in a real-world environment and help the City of Mesa and OMNIA Partners Participating Public Agencies determine which solutions best meet their needs. Demonstrations allow our customers to:
See the newest technologies built as integrated solutions Host static demos that offer insight on how technologies work Help customers compare alternative solutions side by side Explore how the latest innovations can help customers achieve their goals The City of Mesa and OMNIA Partners Participating Public Agencies can work with your dedicated CDW•G Account Managers to arrange a virtual or in-person visit to our Technology Experience Center. CDW•G will work to make as much training as possible through the above options.
Additionally, on any Professional Services engagements, knowledge transfer is part of our core methodology, ensuring that on-the-spot training is taking place and that IT staff knows how to manage and drive the new technology or environment upon our engineers’ departure. CDW•G also offers a wide array of in-depth training options and workshops, highlighted below.
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Training Courses
We have experience in orchestrating IT projects and initiatives, from small and medium-sized businesses to enterprises. Combining our elite curriculum with the expertise and depth of our solutions and services gives the City of Mesa and OMNIA Partners Participating Public Agencies the skills you need to optimize your IT investments and achieve their most important outcomes.
Our courses meet the same standards for quality, interactivity, and alignment with today’s biggest technology challenges. Highlights of our training courses include the following:
Our courses are created and led by some of the world’s best instructors, whose scores for delivery from students average 4.9 out of a possible 5. Each course is designed to maximize time spent in hands-on learning, including lab/range exercises and debriefs, tool walkthroughs, and case studies. Born out of some of the most demanding Security Operations Centers (SOC) in the world, our proprietary curriculum is uniquely sophisticated and pairs with vendor technology training to deliver a complete solution to your security and IT skills needs. Our training is developed in collaboration with industry leaders who share our commitment to thorough, leading-edge IT training. It’s always up to date, with instructions specific to the latest versions of each tool.
Our courses are designed for virtual instruction, but they can also be taught live at your location.
We’ll tailor your workforce development program to meet the needs of each Participating Public Agency, wherever they are.
We offer courses and bundles to support virtually any project you may be initiating.
Please see our full course catalog in Tab D, Exhibit 4. Additional courses and workshops include, but are not limited to, the following:
CDW OS ITSM Simulation/Executive Visioning Workshop
By participating in our IT Service Management (ITSM) business simulation workshop, the City of Mesa and OMNIA Partners Participating Public Agencies can learn how to increase the business impact of their internal service provision. This hands-on, highly interactive IT/Business workshop is designed to educate the City of Mesa and OMNIA Partners Participating Public Agencies’ leadership and stakeholders in the business structure of process with technology.
Participants are given roles in a sub-optimal business unit in which they have to respond to real, everyday challenges and transform processes and underlying technology that meet the needs of the business. Results improve as each round concludes.
Benefits of this workshop include the following:
Identify in real time how political, business, process, and technology issues intermingle and affect overall business results.
Directly experience the increased efficiency yielded by process improvement. Achieve better alignment between leadership and staff as it relates to both process and internal cooperation.
Learn to work better together as a team so that projects succeed.
CDW OS ITIL Training: One-Day Awareness/Three-Day Foundation Our approach takes you on a journey through the five stages of the ITIL service lifecycle and helps the City of Mesa and OMNIA Partners Participating Public Agencies adopt best-practice
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processes used by leading organizations worldwide with tremendous positive impact. Whether you need full training and certification for key members or simply an executive overview for greater awareness and adoption, we’ve got you covered.
Our One-Day Awareness workshop educates and informs leadership by using case studies from organizations around the globe that have successfully implemented ITIL. We take a highlevel, results-oriented approach to the People, Process, and Platform elements of the service improvement in order to convey:
Key concepts of ITIL
Practical guidance for applying ITIL to everyday IT situations How to align with business, control costs, and improve IT service quality Strategies to balance IT resources with business needs and objectives The role of technology and how to maximize its value
Our Three-Day Foundation course covers all material specified in the ITIL Foundation certificate and prepares attendees to successfully achieve their Foundation certification. We infuse realworld examples throughout and discuss overcoming the practical challenges and barriers to implementing process improvement. All of our instructors are ITIL experts and have years of hands-on IT practitioner experience, enabling them to effectively intertwine theory and real-life stories and scenarios.
CDW OS Process Alignment Workshop
Process improvement consulting is critical for state agencies striving to advance their process maturity in order to improve IT service delivery responsiveness, maintain consistent levels of service, and increase customer satisfaction.
Led by our Advisory Consultants, this half- or full-day Process Alignment Workshop is grounded in ITIL and industry best practices. Instead of reinventing the wheel, we’ll focus on new processes that are in-scope for a project, aligning with existing processes in order to work together at all levels.
IoT Transformation Workshop
Our Internet of Things (IoT) Transformation Workshop is designed to help the City of Mesa and OMNIA Partners Participating Public Agencies understand your data needs, determine return on investment (ROI), and evaluate their foundational infrastructure to determine if any technical components should be retired, evolved, or added before implementing an IoT technology initiative.
In the workshop, we will walk through five focus areas:
Business drivers: We’ll outline business drivers for IoT, starting with your key stakeholders, business processes, business systems, and linkage to company goals. Data investigation: We’ll review the data that needs to be derived. What kind of data are you gathering? Can this data be used by other departments? Is it revenuegenerating data that can be sold to your customers as a service? We’ll help you review your data to determine how your business will benefit from the data discovered as part of this workshop.
System of systems: Do you need to pull in third-party data for this solution? Examples may include data from The Weather Company (an IBM business), mapping software, or data from other external tools or systems.
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Infrastructure readiness: We’ll determine if your infrastructure is adequate for the proposed IoT solution.
IoT technology: You’ll understand what related IoT technologies will need to be implemented for your new solution
CDW Information Security Cybersecurity Workshop
We offer half-day and full-day Cybersecurity Workshops for security leaders. We assemble our top experts in a range of domains — from compliance to data governance to zero trust to IAM and more — and spend dedicated time with your team to validate strategies, recommend best practices and align with organizational goals and expectations.
Our workshops are tailored to each state agency’s needs and goals, with subject matter experts from a range of specialty areas. These sessions can be scheduled to kick off the beginning of a strategic planning cycle, to validate an existing plan or to “course correct” in the middle of execution. Each full-day or half-day workshop includes:
Expert Panel: A grouping of experts, tailored to your desired topics of discussion.
Workshops can be domain specific or can span the entirety of your cyber strategy. Clear Recommendations: Our workshops are designed to produce actionable guidance that makes a material improvement in your security program. Fresh Insights: Our experts are specialists in their fields, giving you the scoop on the newest technologies, best practices in the field and 12-18-month trend predictions.
CDW OS Organizational Change Management Planning Workshop This three-day workshop teaches participants the Organizational Change Management (OCM) framework for managing the effect of change on an organization, including new business processes, changes in organizational structure, overcoming cultural hurdles within an organization and more. We accomplish this through an approach that is based on the five-step ADKAR framework in order to help you deal with the human-aspect of change management:
Awareness, Desire, Knowledge, Action, and Reinforcement.
This workshop offers a myriad of valuable benefits aimed at enhancing your organizational prowess. Delving into the organizational history of the City of Mesa and OMNIA Partners, participants will gain a comprehensive understanding that serves as the foundation for crafting an effective communication and marketing plan, inclusive of targeted training initiatives. The workshop goes beyond theoretical concepts, providing practical insights into resistance management planning, a crucial skill set designed to preempt and navigate adoption challenges seamlessly. Additionally, our expert facilitators will guide participants in the formulation of a robust coaching plan, enabling them to identify and leverage strategic opportunities for optimal growth and development. In essence, this workshop is a holistic approach to empower your team with the knowledge and tools needed to propel your organization toward success.
PMO Assessment Workshop
Our DCT leads our Project Management Office (PMO) Assessment Workshop. This workshop is a high impact, comprehensive program to assess and improve Project Portfolio Management (PPM) practices over the course of 3-4 weeks. This comprehensive program consists of three survey domains: PPM current state, PPM satisfaction, and PPM assessment.
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IT Practices Workshop
Led by our DCT team, the IT Practice Review workshop gives the City of Mesa and OMNIA Partners Participating Public Agencies visibility into how your organization operates. Through a holistic approach, we look beyond process documentation into how teams work together. Each Agency is unique, and how processes are designed and implemented can either work for or against business objectives. In 2 short weeks, agencies will have a high-level map of their strengths and weaknesses and a plan to ensure their processes propel them to reach their goals.
IT Resource Cost Benchmarking Workshop
It’s simply good business to operate in a cost-efficient manner and continually look and plan for opportunities that will improve the bottom line. Led by our DCT team, our IT Resource Cost Benchmarking Workshop can help the City of Mesa and OMNIA Partners Participating Public Agencies identify and plan areas for cost optimization using data-based metrics and relevant industry comparisons to support best-case decisions. Whether each agency is anticipating a cost reduction mandate, focused on continuous improvement, or simply wants better insights into their IT cost structure, our cost benchmarking study will have you covered.
For more of our training offerings and workshops, our full training catalog is provided as Exhibit
4. Maintenance Services
CDW•G offers various maintenance agreements to cover all types of vendors, products, and service levels. Our offered maintenance agreements give access to cover all vendors, products, and service levels with just one toll-free number. Types of available agreements include the following:
Coterminous Support Contracts. A coterminous support contract can take the City of Mesa’s existing manufacturer support plans and roll them together with one standard end date to eliminate the risk of a lapse in coverage.
Break/Fix Maintenance Agreement. These annual maintenance agreements and contracts cover the repair or replacement of in- or out-of-warranty equipment. Retainer Contracts. Retainer contracts provide a designated block of time that guarantees the City of Mesa’s access to field service and support staff, including system engineers, network technicians, PCs, and printer repair technicians, and more.
For a more comprehensive overview, please see “Repair” above.
Advisory Services
Please see “Consulting and Advising” above.
Managed and Support Services
CDW•G offers a wide variety of managed and support services. In June 2023, we ranked #10 out of 501 in the prestigious 2023 Channel Futures Managed Service Providers (MSP) 501 rankings; MSPs that qualify for the list must pass a rigorous review conducted by the research team and editors of Channel Futures. Applicants are ranked using a unique methodology that weighs financial performance according to long-term health and viability, commitment to recurring revenue, and operational efficiency.
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Our Managed Services offerings allow the City of Mesa and OMNIA Partners Participating Public Agencies to contract for support of your networks, systems, databases, and select applications. Our modular approach to IT management allows you to select services that best support your individual organization's goals and current capabilities.
We offer end-to-end solutions, including strategy development, technology selection, implementation, and operation. We offer multiple delivery models, including on-premises, offpremises, cloud, and as-a-Service models. Benefits of our Managed Services practice include the following:
Establishing security posture
Improving governance and overall operation
Increasing availability and performance
Making informed, strategic decisions based on data
Services include:
Managed Infrastructure
Managed Cloud Services
Managed Security Services
Managed Resiliency Services
Managed Digital Experience
Managed Infrastructure Services
We offer ITIL-based monitoring and management services to help you manage your existing environments and focus on value-driving initiatives with Mainframe, IBM Power Systems, Converged and Hyperconverged Platforms, OS, Database, Storage, Network, Application Managed Services, and Service Management. Part of our Managed Infrastructure Services include, but are not limited to, the following:
Operating Systems, Applications, and Services
Managed Patching as a Service
Managed Mainframe Services
Managed Mainframe Automation
Managed Mainframe Monitoring
Data Center
Managed Colocation Services
Managed Storage Services
Managed Backup and Restore Services
Managed Server Virtualization Services
Managed Database Services
Managed Converged Infrastructure Services
Managed Hyper-Converged Infrastructure Services
Network
Managed Switching Services for OEMs such as Aruba, Cisco, Extreme, HPE, Juniper, and more.
Managed Routing Services
Managed Load Balancing Services
Managed WAN Optimization Services
Managed Wireless Networking Services
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Managed Policy and Access Services
Managed Cloud Services
We help make your cloud initiatives successful — from application through migration and management with Cloud Enablement Services, Managed Private Cloud, Managed Cloud – AWS, Azure, and Google Cloud Platform (GCP), Managed Security for AWS and Azure, Sirius Power Cloud, SIEM as a Service, Monitoring as a Service, Patching as a Service, Unified Communications as a Service and Backup as a Service.
CDW•G has a Government Cloud Managed Services Team that understands the unique challenges public agencies face with regard to managed cloud solutions because we understand that managing a complex and evolving cloud environment requires unique and specialized skills. When production and business-critical systems must remain online without disruption, we can keep your infrastructure operating optimally. Our Managed Services for Cloud are an integral component of the City of Mesa and OMNIA Partners Participating Public Agencies’ end-to-end digital transformation.
With CDW•G’s trio of cloud MSP certifications, we have the expertise and experience to support the City of Mesa and OMNIA Partners Participating Public Agencies across all major cloud platforms. With AWS MSP and Microsoft Azure MSP certifications already under our belt, we are now one of a select few providers in North America, and an elite group of providers globally, to hold all three major cloud MSP certifications. Whether Participating Public Agencies are looking to migrate to the cloud, optimize their existing cloud environments, or manage multiple cloud platforms, CDW•G has the capabilities, talent, and resources to help the City of Mesa and OMNIA Partners achieve your unique goals. An overview of our Cloud Managed Services offering is as follows:
Managed AWS Services: Our comprehensive next-generation Managed Services for AWS is backed by more than 20 years of managed services support experience.
Delivered through CDW’s Enterprise Command Center and managed by AWS-certified architects, consultants, and engineers, the City of Mesa and OMNIA Partners can focus on proactive initiatives and outcomes, not technology management. Managed GCP Services: Our GCP-approved architects, consultants, and engineers provide the day-to-day management so you can harness the power of your technology instead of simply managing it. Our cloud experts work closely with our customers to guide them to an end-to-end cloud management strategy that brings clarity to the cloud. Managed Azure Services: As a CSP provider for Azure and a Gold Platform member of the Microsoft Partner Network, CDW assists customers with the adoption and implementation of Azure securely and efficiently. We have a long-standing, awardwinning relationship with Microsoft that we extend to our clients. Google Cloud Managed Service Provider (MSP) Initiative: CDW has successfully completed the requirements to participate in the Google Cloud Managed Service Provider (MSP) Initiative, bringing new capabilities to CDW•G’s services portfolio and turning it into a trifecta in cloud-managed services. Google Cloud’s differentiators bring to CDW an opportunity to accelerate customers’ interest in innovative Managed Security Plays and Generative AI ventures. To receive this Google recognition, CDW demonstrated through third-party expert-assessment deep knowledge of Google’s technology stack; CDW proved experience and stability in long-term managed customers and showcased a sound practice of support operations with Google-certified individuals on-call.
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Managed Security Services
Today’s siloed security tools force analysts to pivot from console to console to piece together investigative clues, resulting in painfully slow investigations and missed attacks. Even though they’ve deployed countless tools, teams still lack the enterprise-wide visibility and deep analytics needed to find threats. Faced with a shortage of security professionals, the City of Mesa and OMNIA Partners IT Teams can leverage CDW•G to simplify security operations in a vastly changing security landscape. CDW’s Managed Security Services bring mature processes and industry experts to support your security threat landscape.
The CDW Managed Security Services suite provides coverage for critical security tools and processes. The support model includes 24/7/365 support; this type of around-the-clock monitoring is essential for government entities like the City of Mesa and Participating Public Agencies that require vigilance and prompt response, all while complying with local regulations and standards. Our 24/7/365 model includes support for the following:
Vulnerability Scanning Management
Next-Generation Firewall
Endpoint Protection
Identity Access
Security Incident Event Management
Behavioral Analytics
Security Orchestration Automation and Response
Our 24/7/365 Security Operations Centers stop threats with a cohesive, multifaceted approach designed to maximize return on investment by utilizing the top security tools in the industry, including, but not limited to, the following: Tenable, Palo Alto Networks, Cisco, Check Point, IBM, Exabeam, and CrowdStrike. Workflows are built on time-proven ITIL processes combined with top-tier commercially available tools to avoid vendor lock-in due to proprietary solutions.
To enhance deployed security tools, CDW•G uses threat intel feeds, proactive threat hunting, IOC research and investigation, automation, and machine learning. Your security landscape is supported by expert analysts with extensive experience and credentials. Our security team has 500+ security certifications and a team of 500+ experts. Some of our certifications include, but are not limited to, the following:
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Figure 9. Overview of Security Certifications
Managed Resiliency Services
We help maintain business continuity and recover critical applications and data with Managed Backup, Managed Disaster Recovery, and Managed High Availability.
Thoroughly protecting your organizational data from threats and recovering when needed can be complicated. With CDW Data Protection solutions, from industry-leading partners, defining data management capabilities throughout the data lifecycle — from creation to destruction — is easy, and provided as a fully managed service.
CDW can completely operationalize your data protection environment for one low monthly fee, with design, configuration, and implementation of your Rubrik environment according to your requirements. Deployment, monitoring, and full support of the environment, including the hardware and software, can all be done for a predictable monthly expense.
Managed Digital Experience
We help manage messaging, videoconferencing, voice, video, Unified Communications as a Service, SD-WAN, and business applications. We help provide a richer end-user experience by managing virtual workspaces such as virtual desktops and Citrix and the Microsoft Office 365 tools and orchestration.
Managed Services Levels
We provide three levels of managed services:
Advanced Monitoring -- Bronze
Advanced Monitoring includes comprehensive monitoring and alerting for supported technologies. In addition to basic availability monitoring of devices and services, CDW also provides error/exception monitoring, threshold monitoring, and performance utilization monitoring. All monitoring data is available through a web-based reporting engine.
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Comprehensive Product Offering
Comprehensive Product Offering: Offeror’s complete catalog and services offered shall be available. Each offeror awarded a contract under this solicitation may offer their complete product and service offering. Pricing for products and services must be entered on the appropriate section of the Price Page. The City reserves the right to accept or reject any or all items offered.
CDW•G’s comprehensive line of products and services can be found at www.cdwg.com. We have also provided our Line Card as Exhibit 1.
However, our offering would not be complete without highlighting our sector-specific services and capabilities. We understand that state agencies, local governments, higher education institutions, and K-12 entities have different needs.
CDW•G for Public Safety
CDW•G’s Public Safety Team has a specialized practice devoted to public safety issues, with more than 20 years of experience and hundreds of engagements to our credit. Fire, Police, and other Emergency agencies face unique challenges, even different from other government agencies. Understanding this, we built a team with the sole focus of supporting our nations critical Public Safety agencies. Our team of dedicated Public Safety Business Development Managers will guide the City of Mesa and Participating Public Agencies to the most impactful choices, address all the requirements, policies, and strategies you face every day, and show you how the pieces fit together.
At CDW•G, we actively engage with fire, police, emergency medical services, emergency management, and other agencies, offering invaluable insights into their myriad options.
Recognizing that a little guidance can yield substantial results, our profound knowledge and expertise in deploying cutting-edge technology stand ready to empower decision-makers in selecting optimal public safety solutions.
Modern-day emergency management and first response require fast and always-available access to information. Without it, police officers, first responders, and emergency personnel are at a disadvantage against criminals and natural disasters alike. Innovative digital solutions provide new, engaging approaches to fulfilling missions and keeping communities safe.
Our offering covers the full spectrum of capabilities:
Video
In-vehicle video,
capture, and
management
Body-worn
cameras
Interview room
monitoring
Fixed security
Surveillance
Analytics
Collaboration and
telepresence
Case
management
Mobility
Mobile data
laptops and
tablets
Data collection
and scanners
Mobile printing
GPS and
automatic vehicle
location
Mobile access
routers
Wi-Fi solutions
Advanced
authentication
Data Center
Servers and
storage area
networks
Hyperconverged
infrastructure
Backup and
recovery
Virtualization
Cybersecurity
Unified
communications
Enterprise
wireless
Command, Control,
and Intelligence
Mission Critical
Operations
Centers
Data Visualization
and Analytics
Situational
Awareness
Platforms
Mobile and
Deployable
Solutions
Evidence
Management
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can continue to support the changing needs of the City of Mesa and OMNIA Partners Participating Public Agencies. In addition, we have dedicated CDW•G Education resources aligned to these solution areas to help you understand and implement them. Moving forward, we expect the landscape in which we compete to continue to evolve as new technologies are developed, and we will continue to evolve with those technologies.
We offer a variety of education-specific services and solutions, some of which align with leading manufacturers, such as Amazon Web Services (AWS), Microsoft, and Google. Our goal is to help empower students, families, faculty, staff, and administrators as they explore and build opportunities for improving academic outcomes. Some of these services and solutions include, but are not limited to, the following:
CDW•G and Google for Education
We are a Premier Google Partner on a mission to empower schools to get the most out of Google Workspace for Education. In August 2023, we were awarded Google Cloud’s Partner of the Year in the Specialization category for excelling in the Education sector and delivering positive customer outcomes. Our teams of education and technology experts have served more than 4,200 districts across the US and Canada, including 12 of the 15 largest districts. CDW Collaboration Amplified Support for Google for Education: Save your IT team valuable time and resources and empower them to make the right decisions for your institution’s digital infrastructure. Equip them with the support they need to prevent and mitigate technical challenges like network errors, misaligned settings, security breaches, app degradations, and more. The Amplified Support for Google for Education service partners technical staff with Google IT specialists who provide on-demand support, customized solutions, and professional collaboration to help your institution keep up with Google’s ever-evolving environment, optimize the operation of your Google for Education domain and Chrome OS, and achieve the strategic goals of your administrators, educators, and students.
Support services include on demand support with highly responsive SLAs, customized solutions, and professional collaboration.
CDW Collaboration Chrome Checkup: With the rapid adoption of education technology through a 1:1 model, classroom carts, or computer labs, Google Admins are managing the settings and configurations for Chrome and fleets of Chrome devices.
Neglecting to keep up with Google Chrome updates and the normal degradation that comes with usage can leave Chrome devices vulnerable to metric and data errors, security breaches, and operations issues. A Chrome Checkup explores an institution’s current Chrome and Chrome device settings in the Google Admin console to provide recommendations based on education best practices to ensure their fleet is optimized for success and ready for deployment.
CDW Collaboration Google for Education Audit: Ongoing Google for Education feature changes can make it difficult for you to keep your institution’s Google Workspace domain up to date. Neglecting to properly configure even a few settings in the Google Admin console can leave it vulnerable to undelegated access, metric and data errors, and security breaches. The Google for Education Audit analyzes your Workspace environment against the latest education best practices and Google Workspace updates and provides an actionable plan to improve the efficiency of your domain for the success of your administrators, teachers, and students.
CDW Collaboration – Google Voice for Education: Google Voice is a simple, smart, and scalable cloud-based phone solution that allows administrators and teachers to stay
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connected to students and parents via a desktop phone or cellular and computer devices without having to use their own phone numbers. With the options of remote, hybrid, and in-person teaching and learning models exposing the need for schools to have an efficient communication system, Google Voice is a valuable option that puts administrators and teachers in control of their call logs, whether teaching and learning are happening in the building or at home. Google Voice is intelligently optimized, secure, and compliant and fits seamlessly into the Google Workspace for Education workflow. CDW Collaboration – Google Workspace for Education KickStart: The Google Admin console has over 1,000 settings that do not come out of the box tailored to meet the needs of your institution, and Google Admins are left to build out the Google Workspace for Education domain on their own. This can result in misconfigurations, improper OU structure, an abundance of delegated permissions, and security vulnerabilities that affect teaching, learning, and safety. A Google Workspace for Education KickStart provides institutions with a configuration guide for all the settings in their Google Admin console. Recommendations are based on education best practices and an institution’s unique strategic goals, so the domain is operating at its highest level from day one.
CDW•G and Microsoft for Education
CDW’s Amplified for Education Services offer comprehensive Microsoft 365 EDU support to schools, addressing your most urgent problems in classroom technology, remote learning, device management and security. With our expertise, you can optimize your learning environment by leveraging Microsoft technology and affordable Windows 11 Education devices to their fullest potential.
We offer multiple Microsoft EDU Services for your environment, including:
Microsoft EDU Modern Management Program | Intune for Education Pilot: By streamlining device management, reducing downtime and IT support costs, and improving data protection, Intune for Education can complement schools’ current Intune for Enterprise as an add-on or a stand-alone plug-and-play service. With its focus on delivering high-quality, innovative, and inclusive education for all students, Intune for Education empowers schools to leverage their existing infrastructure while enhancing their device-management capabilities specifically tailored for educational settings. Microsoft Education Discovery and Design | M365 EDU Ecosystem Assessment:
By providing clear guidance on what tools are being utilized or not utilized, this assessment enables ITDMs to optimize software usage, reduce unnecessary spending and make informed decisions about their technology budget. Amplified for Microsoft EDU | Windows 11 Readiness Assessment: The Windows 11 Readiness Assessment includes a series of workshop sessions that help schools evaluate EDU environments in preparation for the deployment of Windows 11 and its features, identify scalability constraints, make informed decisions, and implement the necessary enhancements to ensure successful adoption.
The CDW Education Collaborative | Microsoft: The CDW Education Collaborative is a forward-thinking community of K-12 districts looking for insights and best practices for administering and mastering Microsoft 365 Education and Google for Education ecosystems. The Education Collaborative provides a one-stop shop to access useful content and helpful advice from fellow education IT professionals, CDW professionals, and Microsoft and Google insiders.
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hired a general contractor to equip the room with enough electrical outlets and network drops for the PCs and other equipment. With the infrastructure complete, CDW•G and their installation partner installed the LED lighting and 65- and 75-inch Samsung displays. Once the furniture and tech equipment arrived, we assembled the gaming desks and chairs and installed the computers and gaming peripherals.
Outcome
In the fall of 2021, this junior high school opened a state-of-the-art esports room, transforming a traditional classroom into a rich learning environment. This esports room has become the home for a semester-long interdisciplinary course that teaches them about the career and technical skills they will need in the fast-growing field.
Product Offering
In addition to the services listed above, CDW-G is pleased to offer our full catalog of products and solutions. For insight into our product offering as it relates to the requested products in this RFP’s Scope of Work, please continue reading.
Software
a. Software: National brand name Microsoft, Google, Oracle, Enterprise applications/solutions, cyber security applications/solutions, etc.
CDW•G is pleased to offer software solutions and applications from leading manufacturers, including Microsoft, Google, and Oracle, among many others; CDW•G has developed close partnerships with more than 300 of the industry’s leading software publishers.
Software and Information Industry Association Membership We are a member of the Software and Information Industry Association (SIIA). SIIA is the principal trade association for the software and digital content industry. It recognizes companies that demonstrate software industry leadership and good corporate citizenship. SIIA Certified Software Reseller (CSR) status is awarded based on the accuracy and completeness of the record-keeping process. We are one of only four resellers with SIIA certification. There is a distinct customer advantage to our membership in the SIIA: in the event that the City of Mesa and OMNIA Partners Participating Public Agencies are audited by the SIIA, an invoice from CDW•G serves as proof of ownership.
Software Products and Solutions
An overview of our software offering includes, but is not limited to, the following:
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Business Applications
Application Suites
Document Management
Reporting and Data Analytics
Education
Graphics and Design
Networking and Servers
Data Archiving
Network Management
Storage Networking
Operating Systems
Communication
Programming and Web Development
Security
Authentication
Endpoint Security
Firewalls
Utilities
Virtualization
We are an industry leader when it comes to enabling customers to modernize their environment through the combination of speed and direction.
While contemporary technologies can be beneficial, if executed incorrectly, they can also quickly lead to overlap, confusion, and sprawl. Our team can help the City of Mesa and OMNIA Partners Participating Public Agencies leverage existing technology investments while integrating modern solutions and tools. With the help of CDW•G, the City of Mesa and OMNIA Partners Participating Public Agencies can create simplified outcomes that are easy to manage and fiscally beneficial. Our team delivers full-stack, modern infrastructure and software delivery focused on cloud native and hybrid-cloud adoption. Key practice areas include, but are not limited to, the following:
Advanced Infrastructure and Hybrid IT: Consulting and delivery services for modern data center architecture, networking, servers, virtualization, and container and cloud platforms.
Full Stack IT Automation & Orchestration: Consulting and delivery services in modern concepts for systems automation, infrastructure-as-code (IaC), and configuration management from physical network and servers to cloud.
Systems Integration & Software Engineering: Consulting and delivery services in modern software development and delivery, web development, mobile development, distributed systems, microservices, and serverless environments. DevOps: Consulting and delivery services in DevOps, cultural assessments, organizational redesign, continuous integration/continuous deployment (CI/CD), and modern software delivery.
Personal Computer Systems
b. Personal Computer Systems: National brand name desktop PCs, notebooks, laptops, tablets, and other related devices from Enterprise Tier and Middle Tier Contractors that are business related computers, manufactured by companies, such as, Apple, COMPAQ, Dell, Gateway, Hewlett Packard, IBM / Lenovo, Panasonic, and Toshiba.
Product will include the operating system license, software media and documentation in the hardware shipment.
CDW•G’s broad array of offerings includes desktop PCs, notebooks, laptops, tablets, and other related devices from Enterprise and Middle Tier contractors. We are authorized to sell the various partners’ full suites of products: Apple, Dell, Hewlett Packard (HP), IBM, Lenovo, and Panasonic, among many others.
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multiple cellular carriers, nationwide deployment, user help desk and field support, secure asset management, and device decommissioning and disposition when data collection concluded. CDW•G could quickly redeploy assets if there were any personnel changes.
Approximately 60,000 laptops, 350,000+ iPhones, and 25,000 iPads were issued under management.
Our state-of-the-art distribution and configuration centers provided logistical agility and flexibility while demands fluctuated. Together, we simplified the Bureau's processes and increased efficiency while remaining secure. Read more about this story here.
Standard Business and High End Workstations
c. Standard Business Workstation: These will be used for typical tasks, which will include word processing, spreadsheet analysis, database management, business graphics, statistical analysis, internet, and other office automation activities. Product will include the operating system license, software media and documentation in the hardware shipment.
d. High End Workstation: These will be used by application developers using GIS, CASE or other high-level language development tools, Computer Aided Design and Drafting professional, Internet Application developers or other sophisticated application work. Product will include the operating system license, software media and documentation in the hardware shipment.
CDW•G's standard business and high end workstation offering allows the City of Mesa and OMNIA Partners Participating Public Agencies to experience professional-grade performance with our selection of solutions. Our offering includes solutions designed to handle any task, including creating projects and application development.
CDW•G offers workstations with processor speeds of 1.1GHz all the way up to 5.6GHz with hard drive capacities ranging from 256 gigabytes to 8 terabytes. Brands include, but are not limited to, Apple, BOXX, Dell, HP, Lambda, Lenovo, and more.
Laptop Computers and Notebooks
e. Laptop Computer or Notebook: These will be used by traveling or remote access user for typical office automation and business productivity use. With a port replicator or docking station, it may also be used as a standard desktop.
Product will include the operating system license, software media and documentation in the hardware shipment.
CDW•G’s product portfolio includes laptop computers, 2-in-1 laptops, notebooks, port replicators, docking stations, and more from leading manufacturers, including Acer, Dell, HP, Lenovo, Microsoft, Panasonic, Samsung, and others. An overview of our offering includes, but is not limited to, the following:
Windows Laptops
We offer a wide selection of Windows-based laptops; Windows laptops have many powerful tools integrated into the operating system that are uniform across various businesses.
MacBooks
Apple products, specifically MacBooks, are among the most popular laptops globally for both students and professionals. These devices are a perfect hybrid of aesthetics and performance and have robust and powerful software that is standard in each machine. MacBooks also effortlessly pair with other Apple products, such as iPhones or Apple Watches, to maximize the performance of each device.
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Note: Only Apple is allowed to sell Apple products to K-12 customers, including both private and public schools. If this policy is repealed, CDW•G is equipped and ready to serve the City of Mesa and OMNIA Partners Participating Public Agencies.
Chromebooks
Chromebooks are excellent alternatives that function using applications hosted on the internet.
This way, the cost of Chromebooks can remain affordable without sacrificing functionality.
CDW•G has a large selection of devices that can meet the City of Mesa and OMNIA Partners Participating Public Agencies’ diverse needs.
Ultrabooks
Ultrabooks are powerful laptops that are slim in size but feature industry-leading technology geared towards pushing performance to the absolute maximum. Ultrabooks are also an excellent choice for any design or media-based work. Their robust components allow for maximum performance in multiple locations.
Network Equipment
f. Network Equipment: This includes equipment primarily used for communications over an IP network. This includes servers (physical and virtual), layer 2 and layer 3 switches, routers, area wireless access points, point-to-point wireless access, optics, media interfaces (i.e. serial, T1, T3, OC3) and fiber channel. Class of equipment should include home office, small and medium business, and enterprise. Contractors may include, but not limited to, Cisco Systems, Dell, Juniper Networks, HP, Extreme Networks, Enterasys Networks, D-Link, Netgear, and Brocade Communications Systems.
CDW•G’s broad array of offerings includes servers (physical and virtual), layer 2 and layer 3 switches, routers, area wireless access points, point-to-point wireless access, optics, media interfaces, and fiber channels. The class of equipment that we offer includes home office, small and medium business, and enterprise. We are authorized to resell from more than 1,100 leading manufacturers, including, but not limited to, Cisco, Dell, Juniper Networks, HP, Extreme Networks, and Netgear. CDW•G will work with the City of Mesa and OMNIA Partners Participating Public Agencies to determine the best networking equipment to meet each of your needs.
An overview of our network equipment product offering includes, but is not limited to, the following:
Network Adapters
Ethernet Adapters
Host Bus Adapters
Transceiver Modules
Network Management
Console & Device Servers
Load Balancers
Network Management Devices
Network Testing
Print Servers
Network Security
Firewalls & VPN
Routers
Wireless Routers
Cable & Phone Routers
Router Modules and Accessories
Data Routers
Security Routers
SD-WAN
Switches
Ethernet Switches
Fiber Channel Switches
Modular Switches
Wireless Access Points
ATTACHMENT B
Security Appliances
Security Tokens
Security Cameras & Surveillance
Proximity Cards & Readers
Security Cameras
Indoor/Outdoor
Enterprise
Mesh
Monitors
g. Monitors: These will include plug and play compatible monitors that are manufactured for the above systems and/or any other brand that may be specifically called for by the ordering entity and which meet the most current UL and OSHA requirements.
CDW•G’s product portfolio offers a variety of monitor solutions, including plug-and-play compatible monitors. Should the City of Mesa or any OMNIA Partners Participating Public Agency have specific UL or OSHA requirements to meet, we will work with you to determine the best products that meet your needs, requirements, and budget.
CDW•G understands that the right computer monitor or display can make all the difference. No matter the purpose, we get that a good monitor is important to you. CDW•G offers a wide range of monitor and display types with response times of less than 2 ms and 4k resolution. Plus, we partner with all the top monitor brands, including Acer, ASUS, HP, Lenovo, LG, MSI, ViewSonic, and many more.
Computer Monitors
Computer monitors are an integral part of any setup. For design and media-specific industries, high-resolution monitors are a must and need to be paired with an adequate graphics card.
Other display solutions, such as business computer monitors, are capable of standard office tasks such as word processing or web browsing. No matter what you need a display for, CDW•G has a large selection of computer monitors from industry-leading brands and manufacturers. We are committed to working with you to determine what suits your needs.
Large Format Displays
One of the most powerful tools for a modern business is the implementation of large-format displays. Everything from adaptive menus to digital signage and anything in between can quickly be displayed or adjusted on these large screens. Devices such as smart boards have changed the educational landscape and make lessons and presentations more accessible and diverse than ever before. For advertising, these displays save money and significantly reduce paper waste and the City of Mesa and OMNIA Partners Participating Public Agencies’ environmental footprint.
Monitor Accessories
CDW•G experts can help the City of Mesa and OMNIA Partners Participating Public Agencies determine which accessories will work best for you and how they can improve your setup.
Monitor accessories like mounts or privacy screens allow you to maximize productivity in any location. Other accessories like specific cables or adapters work to ensure any device can interface and work with any monitor.
ATTACHMENT B
Projectors
In addition to a large selection of monitors and accessories, CDW•G also offers projectors.
While not technically monitors, projectors are a common form of computer display that allow the City of Mesa and OMNIA Partners Participating Public Agencies obtain display sizes far more extensive than any screen. These large-size displays are perfect for video conferencing with groups, work presentations, staff meetings, or even community events in the park. We offer interactive projectors, large venue projectors, office projectors, as well as projector accessories, from leading brands such as Epson, Sony, LG, and more.
Computer and Network Products, Peripherals, Accessories, and Components
h. Computer and Network Products, Peripherals, Accessories, and Components: Complete availability of major manufacturer's product lines on items such as, but not limited to RAM, graphic accelerator cards, network interface cards, cables, printers, scanners, monitors, AV equipment, unified communications hardware, mobility hardware, modems, routers, switches, keyboards, drives, memory cards, cables, batteries, power management, supplies, etc.
With a product portfolio that includes 100,000+ products, CDW•G can meet the needs of the City of Mesa and OMNIA Partners Participating Public Agencies. We are pleased to offer the items you need, including, but not limited to, RAM, graphic accelerator cards, network interface cards, cables, printers, scanners, monitors, AV equipment, unified communications hardware, mobility hardware, modems, routers, switches, keyboards, drives, memory cards, cables, batteries, power management, supplies, and more.
Our product offering for this category includes, but is not limited to, the following:
Cables
Audio & Visual Cables
Cable Management
Cable Organizers
Clips
Cable Ties
Desk Cable Solutions
Cables & Connectors
Cable Connectors
Power Cables
Ethernet Cables
Cat 6 Cables
Fiber Optic Cables
Network Cables
Monitor Cables & Adapters
USB Cables & Adapters
USB Adapters
USB Cables
UB Hubs
Computer Accessories
Computer Components
Computer Memory
CPUs
Motherboards
Computer Monitors
Docking Stations & Port Replicators
Keyboards & Mice
Keyboards
Keyboard & Mouse Bundles
Mice
Laptop Accessories
Laptop Batteries
Laptop Chargers & Adapters
Laptop Memory
Carrying Cases
Monitor Accessories
Monitor Cables & Adapters
Monitor Mounts
Privacy Screens
ATTACHMENT B
Tablet Accessories and Cases
Electronics
Cameras & Video Cameras
Cameras
Drones & Accessories
Video Cameras
Cell Phones & Accessories
Cell Phones
Cell Phone Cases
Headphones
Microphones & Audio Systems
Phones & Phone Accessories
Conference & Speaker Phones
Landline Phones
VoIP Phones
Smartwatches
STEM & Robotics
Beginner to Advanced Kits
STEM Tools and Accessories
TV & Video
Streaming Devices
TV Accessories
TVs
Video Conferencing
Conference Room Cameras
Video Conference Systems
Webcams
Power
Battery Backups
UPS Accessories
UPS Battery Backups
UPS Battery Replacements
Computer Accessories
Laptop Chargers & Adapters
Power Supplies
Power Management
Power Strips & Surge Protectors
Racks & Enclosures
Air Distribution & Cooling
Rack Accessories
Racks & Cabinets
Storage & Hard Drives
Drive Arrays
Duplicators
Flash Arrays
Hard Drive Arrays
Hard Drives
Internal Hard Drives
External Hard Drives
Storage Media
DVD & Blu-Rays
Tape Cartridges
Storage Mounts & Enclosures
USB Flash Drives
Information Technology/Educational Furniture
i. Information Technology/Educational Furniture: Includes furniture design, delivery, installation, parts, maintenance, and repair and replacement.
CDW•G offers Information Technology and Educational Furniture to the City of Mesa and OMNIA Partners Participating Public Agencies. We offer furniture design, delivery, and installation, along with services that are included with the OEM offering, which may include parts, maintenance, repair, and replacement. We offer a variety of information technology and educational furniture from leading manufacturers, including Varidesk and Ergotron, that can meet the needs of customers ranging from small local government to the largest university
ATTACHMENT B
ATTACHMENT B
Students roam around the classroom to collaborate and problem-solve. They use Chromebooks, but they also use pencil and paper. Every desktop doubles as a dry-erase board, so students can jot notes and sketch on their desks.
Outcome
Rochester’s new modern classroom has garnered rave reviews from students and teachers.
The room hosts fifth graders from around the district for internet safety and digital citizenship classes. Older students use the space after school for online credit recovery.
As district leaders hoped, the classroom has inspired educators to reimagine other learning environments, including libraries and makerspaces.
Read more about how CDW•G helped RCSD design a custom learning environment here.
ATTACHMENT B
EXHIBIT 4 – TRAINING CATALOG
Firms Method and Approach
Question 1. Provide a description of all services that can be provided by your firm or partners (e.g., cloud, services, maintenance, implementation, design, analysis, training, repair, staff augmentation, etc.).
For greater insight into our training courses, we have provided our 2023 Course Catalog in the remainder of this exhibit.
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EXHIBIT 5 – RETURN POLICY
Firms Method and Approach
Question 13.e. State any return and restocking policy, and any fees, if applicable associated with returns.
The following 3 pages contain CDW’s full return policy.
ATTACHMENT B
Last Revised: 03/26/2010
CDW PRODUCT RETURN POLICY
Seller offers a 30-day return policy on most products sold. Manufacturer restrictions apply to certain merchandise, as detailed below and as updated from time to time. Customer may obtain additional details and any applicable updates from the dedicated Seller account manager and may obtain manufacturer contact information by contacting CDW Customer Relations, which may be reached by calling 866.SVC.4CDW or by emailing [email protected].
1. Return Restrictions.
• Defective Product Returns. Customer may return most defective Products directly to Seller within fifteen (15) days of invoice date and receive, at Seller’s option, credit, replacement, exchange, or repair. After fifteen (15) days, only the manufacturer warranty applies.
• Non-Defective Product Returns. Customer may return most non-defective Products directly to Seller within thirty (30) days of invoice date and receive, at Customer’s option, credit or exchange, except that an automatic Seller restocking charge will reduce the value of any such credit or exchange by a minimum of fifteen percent (15%).
• Restricted, Repair-Only Returns. Certain Products can only be returned for repair—not for exchange, replacement or credit—based on current manufacturer requirements. Such Products should be returned to Seller, shipped directly to the manufacturer, or taken to an authorized service center in Customer’s vicinity. More information may be provided by the dedicated Seller account manager or by CDW Customer Relations.
• Restricted, Manufacturer-Only Assistance. Certain Products cannot be returned to Seller for any reason—without exception—and Customer must contact the manufacturer directly for any needed assistance. More information may be provided by the dedicated Seller account manager or by CDW Customer Relations.
• Special Orders. Products that are specially ordered may be non-returnable or may have unique return restrictions provided at the time of sale. More information may be provided by the dedicated Seller account manager or by CDW Customer Relations.
ATTACHMENT B
Last Revised: 03/26/2010
• Return of Software or DVDs. Seller offers refunds only for unopened, undamaged software and DVD movies that are returned within 30 days of invoice date. Seller offers only replacement for software products and DVD movies that either: (i) are defective but are returned within thirty (30) days of invoice date; or (ii) are unopened and undamaged, but are returned more than 30 days after invoice date; such replaceable merchandise may be exchanged only for the same software or DVD movie title. Multiple software licenses may be returned for refund or exchange only (i) if specifically authorized in advance by the manufacturer; and (ii) if returned within thirty (30) days of invoice date.
2. Customer Shipment of Returned Merchandise.
• Return Merchandise Authorization (RMA) Number. No returns of any type will be accepted by Seller unless accompanied by a unique RMA number, which Customer may obtain by providing the following information to CDW Customer Relations: customer name, applicable invoice number, product serial number, and details of Customer’s issue with the product.
Customer has five (5) days to return a Product after the applicable RMA is issued. CDW reserves the right to refuse any UNAUTHORIZED returns:
those that occur after the five (5) day period or those involving Products that are unaccompanied by valid RMA’s.
• Returned Products Must Be Complete. 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. CDW reserves the right to refuse the return of incomplete Products. In addition, CDW will charge a minimum fifteen percent (15%) restocking fee for returns that are accepted.
• Responsibility for Shipping Costs. Customer is responsible for the cost of shipping returned items; Seller is responsible for the cost of shipping replacements or exchanges of returned items and will match Customer’s shipping method.
• Customer Shipping Insurance. Customer is strongly advised to purchase full insurance to cover loss and damage in transit for shipments of returned items and to use a carrier and shipping method that provide proof of delivery.
Seller is not responsible for loss during such shipment.
ATTACHMENT B
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PRICE INFORMATION QUESTIONS
Price Information completed and included. Should be saved as Excel and PDF.
Pricing information is provided below.
National Discount Off List Price
A. Propose a national discount off list price pricing structure. These are the minimum discounts Supplier will offer to Participating Agencies.
CDW•G is pleased to offer the City of Mesa and OMNIA Partners Participating Public Agencies a discount off CDW•G Nationally Advertised Pricing (NAP) structure for all Products in Attachment A. The percentages represent the minimum discounts the City of Mesa and OMNIA Partners Participating Public Agencies will benefit from for the duration of the contract. On a case-by-case basis and for large rollouts/projects, CDW•G will work with OMNIA Partners Participating Public Agencies to provide deeper discounts.
The benefit of using CDW•G’s NAP is that it is a publicly available (24/7) and verifiable price schedule, and you can feel confident that its pricing is both up-to-date and competitive.
We have continued to see the technology solutions evolve and OMNIA Partners Participating Public Agencies’ diverse needs change. Cloud offerings are constantly evolving and increasingly complex, with a range of subscription and consumption-based offerings, SaaS, IaaS, PaaS, among others. CDW•G’s pricing is based on Discount 0% off MSRP where available to CDW•G. In cases where MSRP pricing is not available and/or the offering is unique, pricing will be based on CDW•G invoiced price. This structure provides the necessary flexibility to enable the City of Mesa and OMNIA Partners Participating Public Agencies to make purchases of offerings, as cloud offerings evolve, through the life of our contract.
For Services under group 11, we have included rate cards with hourly rates. For group 12 and other specialized offerings not specifically contemplated in this RFP but existing under the scope of Technology offerings, CDW•G and OMNIA Partners Participating Public Agencies will mutually agree upon/execute document, such as a Statement of Work (SOW), and pricing will be based on CDW•G invoice.
Prices include lowest ground freight within the 48 contiguous United States when referencing this Agreement. All orders are subject to CDW•G's standard shipping policies in effect at the time of order placement. In those instances that call for express or overnight delivery, shipping costs will be pre-paid by CDW•G and added to the customer invoice.
Our offer is based on our response submitted on December 20, 2023, to the exceptions outlined in Exhibit A, Response for National Cooperative Contract and Exhibit B, Administration Agreement, Example.
ATTACHMENT B
Catalog or Index
B. Describe the catalog or index that discounts will be taken.
CDW•G publishes, maintains, and provides access to NAP at www.cdwg.com available 24/7.
The single most important parameter in a price model is the reference point from which discounts are calculated.
Competitive Price Analysis
The City and OMNIA Partners Participating Public Agencies can trust that the pricing is competitive with other large-scale contracts. As stated above, by tying your pricing to the CDW•G’s NAP reference point, we ensure real-time market-based competitive pricing for purchases over the life of the agreement. To ensure our competitiveness, CDW•G monitors competitive pricing, market trends, supply chain forecasts, and a holistic view of the IT marketplace to ensure our NAP pricing benefits the City of Mesa and OMNIA Partners Participating Public Agencies. CDW•G’s proprietary technologies along with dedicated pricing experts ensure CDW•G’s NAP pricing is adjusted to be price competitive.
Manufacturer Pricing
C. Describe any special manufacturer pricing available to Participating Agencies.
CDW•G’s catalog offers access to all manufacturers. As a $25 billion solution provider, we have strong partnerships with the largest and most innovative manufacturers. This ensures our NAP pricing for all the manufacturers is inclusive of our economies of scale, relationship, and position in the marketplace. For specific scenarios, such as large volume purchases/projects, CDW•G will work with the manufacturers to secure deeper discounts. Analyzing the purchase history of the City of Mesa and OMNIA Partners Participating Public Agencies, we are confident in our ability to continue to work with your preferred manufacturers to provide a competitive offering through the life of the contract.
Special/Large Order Pricing
D. Describe any special large order or large customer pricing or additional discounts available to Participating Agencies.
CDW•G has worked with numerous OMNIA Partners Participating Public Agencies during the current contract to obtain deeper discounts and account for budget constraints. In addition, we take advantage of manufacturer promotions, and volume purchases to provide maximum benefit to the City of Mesa and the OMNIA Partners Participating Public Agencies.
Additional Discounts
E. Describe any products offered by Supplier that are not captured in the pricing matrix below. Describe how Supplier proposes to price those items.
As technology offerings are constantly evolving, and becoming increasingly complex, specialized requirements not contemplated under this RFP, will be identified in a Statement of Work or similar document(s) and mutually agreed/executed between CDW•G and OMNIA Partners Participating Public Agencies. The pricing will be determined based on CDW•G invoiced price.
ATTACHMENT B
STATEMENT OF WORK SAMPLE
Services requiring a specific Statement of Work (SoW) must be mutually executed between the customer and CDW•G before work begins. We have provided a sample SoW in the following 3 pages.
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Proprietary and Confidential Page 2 [CDW Affiliate Logo] Customer Contact Person is authorized to approve materials and Services provided by Seller, and Seller may rely on the decisions and approvals made by the Customer Contact Person (except that Seller understands that Customer may require a different person to sign any Change Orders amending this SOW). The Customer Contact Person will manage all communications with Seller, and when Services are performed at a Customer-Designated Location, the Customer Contact Person will be present or available. The Parties’ Contact Persons shall be authorized to approve changes in personnel and associated rates for Services under this SOW.
CHANGE MANAGEMENT
This SOW may be modified or amended only in a writing signed by both Customer and Seller nerally in the rm provided by Seller (“Change Order”). Services not specified in this SOW are considered out of scop d will be ad ssed with a separate SOW or Change Order.
In the event of a conflict between the terms and conditions set forth in a fully executed Change Ord nd those set fo in this SOW or a prior fully executed Change Order, the terms and conditions of the most recent fully exe d Chan Order shall prevail.
PROJECT SCHEDULING
Customer and Seller, who will jointly manage this project, will to her deve timelin for an an pated schedule (“Anticipated Schedule”) based on Seller’s project manageme methodology Any dates, dl s, timelines or schedules contained in the Anticipated Schedule, in this SOW or other e, are estimate nly, and the P ties will not rely on them for purposes other than initial planning.
TOTAL FEES
The total fees due and payable under this SOW (“Total Fees nclude bo es for Seller’s performance of work (“Services Fees”) and any other related costs and fees specified in th Expe s section ( Expenses”).
SERVICES FEES
EXPENSES
CUSTOMER DESI NATE LOCATI NS
Seller will provide Services nefiting loc specified on the attached Exhibit (“Customer-Designated Locations”).
PROJE T S ECIFIC T RMS
SAMPLE ATTACHMENT B
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3.1 COMPANY
Supplier must supply the following information for the Principal Procurement Agency to determine Supplier’s qualifications to extend the resulting Master Agreement to Participating Public Agencies through OMNIA Partners.
History
A. Brief history and description of Supplier to include experience providing similar products and services.
About CDW•G
Founded in 1984, CDW LLC (CDW) is a leading provider of technology solutions to over 250,000 customers composed of small-, medium-, and large-sized public and private entities.
CDW Government LLC (CDW•G) is a wholly owned subsidiary of CDW, incorporated in 1998 to address the specific needs of our government, education, and healthcare customers. As such, we have been providing similar products and services for nearly 40 years. Our broad array of products and services ranges from
hardware and software to integrated IT
solutions such as security, cloud, hybrid
infrastructure, and digital experience.
Our unique company structure provides
the City of Mesa and OMNIA Partners with
products and services only a large national
reseller can provide, combined with a local
presence typical of a small business.
Account Teams are segmented by agency
type, Education (K-12/Higher Ed), or
Government, and by region. To provide
the City of Mesa and OMNIA Partners with
one contact who is knowledgeable of
every nuance of their organization, every
customer has a dedicated CDW•G
Account Manager as your primary point of contact. Customers in the largest markets also have the support of a local Advanced Technology Account Executive (ATAE) in the field.
CDW•G is one of the largest technology solution providers in the US, currently carrying more than 100,000 name-brand technology products from over 1,100 leading IT manufacturers and software publishers. We have a large original equipment manufacturer (OEM) and software publisher presence in our offices across the country and are strategically supported in the field with our Advanced Technology Account Executives. CDW•G delivers more than just products; we deliver IT solutions and services in a manner consistent with procurement guidelines and the City of Mesa and OMNIA Partners Participating Public Agencies’ preferences. With subject matter experts to advise on the right IT solutions and the purchasing avenues to accommodate efficient and seamless procurement, CDW•G offers flexibility in how customers engage with and buy from us. We pride ourselves on our innovation and a ceaseless desire to deliver an excellent customer experience.
We have over 15 years of experience managing OMNIA agreements. Through our contract management capabilities and nationwide state, local, and education (SLED) sales force, we have successfully expanded contracts and member utilization rates. We hold 3 master Figure 11. US Office Locations
ATTACHMENT B
agreements, which include Region 4 ESC – TX - Technology Solutions, Products and Services, City of Mesa - Information Technology Solutions & Services, and Region 4 ESC – TX – Total Cloud Solutions. Additionally, we maintain ongoing strategic cadences with OMNIA Partners to drive contract utilization through enablement and marketing activities. Under our existing contract with the City of Mesa and OMNIA Partners, we have adoption within all 50 states and utilization by 900 State Agencies, 6,750 Local Government entities, 1,400 Higher Education entities, and 2,300 K-12 entities. Of these entities, we have successfully built and launched over 92 Participating Public Agency-specific agreements.
Local Focus and National Presence
Our customers are the center of all we do at CDW•G and the fuel behind our initiatives, solutions, and services. Part of our dedication to our customers is a sales and service force best suited to the needs of customers. With a local presence and national reach throughout the US, our team is ready to serve the City of Mesa and OMNIA Partners Participating Public Agencies.
We have coworkers in offices and remote locations in or near every major city in the US.
Cooperative Experience
Not only is our sales force well-versed in growing contracts, but they are also experienced in promoting cooperative contracts. We believe the contract structure that the City of Mesa and OMNIA Partners offer, combined with our expertise in promoting dynamic procurement solutions with our broad customer ecosystem, offer a unique opportunity to optimize contract adoption and growth. Collectively, we remove the complexity of procurement and technology that government agencies often encounter.
Additionally, CDW•G’s Program Management Team is singularly devoted to managing contracts. Its responsibilities are separate from those held by account managers. Members of the Program Management Team work full-time to maintain contract compliance, reporting requirements, and administer contract procedures, including contract launch. CDW•G invests in these resources based on our understanding that contracts are complex commitments. We look forward to the possibility of continuing to work with the City of Mesa and OMNIA Partners Participating Public Agencies to apply best practices and lessons learned from our cooperative experience to further this evolution.
National Salesforce
B. Total number and location of salespersons employed by Supplier.
CDW•G currently employs more than 15,000 coworkers globally, with 51 different locations nationwide. Located across the US, CDW•G has more than 1,500 Account Managers and Advanced Technology Account Executives forming Account Teams segmented into four verticals: Higher Education, K-12 Education, Federal Government, and State and Local Government. Below, the City of Mesa and OMNIA Partners Participating Public Agencies can find visuals to how CDW and CDW•G’s State and Local Government (SLG), K-12 Education, Higher Education (Higher Ed), Healthcare, and Federal sales teams are regionalized across the US.
ATTACHMENT B
Figure 12. CDW•G’s State and Local Government Sales Team Organization
ATTACHMENT B
Figure 13. CDW•G’s K-12 Sales Team Organization
ATTACHMENT B
Figure 14. CDW•G Higher Education Sales Team Organization
ATTACHMENT B
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Georgia 158
Hawaii 8
Iowa 59
Idaho 17
Illinois 4607
Indiana 152
Kansas 57
Kentucky 30
Louisiana 9
Massachusetts 62
Maryland 139
Maine 12
Michigan 175
Minnesota 215
Missouri 74
Mississippi 11
Montana 9
North Carolina 267
North Dakota 5
Nebraska 189
New Hampshire 16
New Jersey 439
New Mexico 5
Nevada 214
ATTACHMENT B
New York 167
Ohio 234
Oklahoma 29
Oregon 114
Pennsylvania 136
Rhode Island 12
South Carolina 59
South Dakota 14
Tennessee 120
Texas 839
Utah 35
Virginia 270
Vermont 4
Washington 153
Wisconsin 526
West Virginia 7
Wyoming 5
Support Centers and Corporate Office
C. Number and location of support centers (if applicable) and location of corporate office.
CDW•G headquarters is located at 230 N. Milwaukee Ave., Vernon Hills, IL, 60061. We have two warehouses, 50+ US sales offices, and our technical support is based out of Holmdel, New Jersey. In addition to our office locations, CDW•G's technical engineering team is national and will travel to customer locations. We also leverage CDW•G partners to provide local capability/services outside of our 51 support centers.
US Locations:
Arizona: Tempe
California: Glendale, Irvine, San
Diego
Colorado: Centennial
New York: New York City (2),
Pittsford, Syracuse
Nevada: North Las Vegas*
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that we bring to our customers’ IT challenges. These certifications also provide us with access to favorable pricing, tools, and resources, including vendor incentive programs, which we use to provide additional value to our customers. Our vendor partners also regularly recognize us with top awards and select us to develop and grow new customer solutions.
We don’t rely on any one solution. Our sales span a number of categories, including Miscellaneous Hardware (19.9%), Software (15.5%), Notebooks/Mobile Devices (26%), Netcomm Products (11.5%), Services (7.8%), Video (7.5%), Desktops (5.4%), Enterprise and Data Storage (5.8%) and others.
We simplify the complexities of technology solutions across design, selection, procurement, integration, and management for our customers. Our goal is to have our customers, regardless of their size, view us as a trusted adviser and extension of their IT resources. Our multi-brand offering approach across our vendor partners enables us to provide the solutions and services that best address each customer’s specific requirements to enable their desired business outcomes.
The City of Mesa and OMNIA Partners Participating Public Agencies can be confident that CDW•G’s experts will be around to address questions or concerns, provide additional equipment, and assist with enhancements or new technologies.
For more financial information, please visit our investor relations page: http://investor.cdw.com/.
FEIN and Dunn & Bradstreet Report
a. Submit FEIN and Dunn & Bradstreet report.
CDW•G’s FEIN is 36-4230110. The City of Mesa and OMNIA Partners can find a copy of our Dunn & Bradstreet Report at the end of this section in Appendix 1.
Environmental Initiatives and Policies
E. Describe any green or environmental initiatives or policies.
Overview
CDW•G is committed to being a good steward of the environment and earth’s natural resources.
We strive to continuously improve our own environmental performance while growing our business and supporting our partners and customers. Given our role in the technology sector as a leading multi-brand technology solutions provider, our greatest opportunities to impact the environment lie in collaborating with our supply chain and working with our partners and customers to help them achieve their environmental goals. This includes continuing to expand our offering of sustainable and socially responsible technology products and solutions.
CDW•G understands and supports the City of Mesa and OMNIA Partners Participating Public Agencies’ desire to encourage suppliers to incorporate sustainable practices throughout their business operations. As evidenced by our practices outlined in the following paragraphs, we also emphasize integrating environmentally conscious procedures into our everyday operations, and we continually strive to find new ways to reduce our carbon footprint. 2022 Environmental Highlights
In 2022, we made significant progress on our environmental priorities, including climate action, energy efficiency, and waste reduction.
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For instance, we worked with several vendor partners and Procurri to introduce a new carbon offset program. Additionally, Igneo Technologies, a Proccuri partner, began handling downstream processing of our e-waste. The global company specializes in returning critical metals such as copper, gold, silver, and palladium back into the supply chain.
When replacing our own technology devices, we seek to minimize our environmental footprint by finding reuse opportunities for our equipment. At our headquarters in Illinois, we have grassroots, coworker-led initiatives to provide veterans groups, underserved communities, and other organizations with access to our gently used equipment.
Other notable highlights from 2022 include the following:
Created our Climate Task Force and worked with outside experts to develop our longterm, enterprise-wide climate strategy and action plans At our two US distribution centers, we outperformed our waste diversion goal of +90% for the fourth year in a row and recycled thousands of tons of packaging material, cardboard and paper
Enabled online searchable access for customers to an expanded portfolio of environmentally certified products (Energy Star, EPEAT and TCO Certified) and a broad range of cloud-based solutions that improve energy efficiency Expanded our IT Asset Disposition (ITAD) program, which facilitates the recovery and recycling of devices that are no longer being used – to benefit the environment and protect the security of users’ data
Maintained our environmental management system and energy certifications in the US, Canada and UK
Our Facilities
All CDW•G distribution centers hold ISO 14001 certification, which is the international standard for Environmental Management. This certification ensures consistency and effectiveness in our Environmental Management System (EMS) and demonstrates our long-established commitment to managing our business responsibly.
These certifications ensure consistency and effectiveness in our EMS and demonstrate our long-established commitment to managing our business responsibly. We continue to utilize a wide variety of energy efficiency measures, such as LED lighting and motion sensors, across our company. In addition, for the fourth year in a row in 2022, our two US distribution centers surpassed our goal for a waste-to-landfill diversion rate of more than 90%, which is consistent with our facilities’ ISO 14001 certification.
We continually develop our green efforts in compliance with ISO 14001 standards. Doing our part to sustain a healthy planet is critical to the well-being of our coworkers, customers, communities, and business. Our efforts are inspired and led by coworkers around the globe as we strive to do our part for the environment.
Our environmental policy and EMS define the structure, practices, and procedures for our environmental program. As part of our commitment to continuous improvement, we regularly evaluate the efficiency of our use of natural resources. We seek to identify and address opportunities to improve by reducing waste in landfills through enterprise-wide recycling initiatives, implementing innovative packaging solutions, and integrating principles of environmental responsibility throughout our business.
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Coworker Initiatives to Protect the Environment We Share At CDW•G, we recognize our part in responsible environmental management and conservation of resources. One of the ways we demonstrate our commitment to environmental management and the principle of sustainable development is through our beGreen program. The beGreen program provides CDW•G coworkers with a platform to reduce, reuse, and recycle to make our operations leaner, more efficient, and more environmentally responsible. Our beGreen program continues to provide coworkers with a platform to share ideas and take collective action to protect our environment. The program is managed by a cross-functional team of coworkers from multiple CDW•G locations, and participation continues to be strong since its inception 13 years ago.
Our coworkers continue to be active participants in their local communities' efforts to address environmental sustainability. CDW•G initiated a partnership with Soles4Souls, an organization that redirects unwanted shoes away from waste streams to communities in need.
Energy Management and Climate Action
Energy Efficiency
We track our energy management performance on an ongoing basis and continue to seek ways to drive further efficiencies. As part of our ISO 14001 certification, we maintain a three- to fiveyear window of visibility to identify, assess, and plan for the implementation of additional energy efficiency improvements. As a part of our regular evaluation, we conduct in-depth internal audits and self-assessments to support continual improvement. We review our significant environmental impacts each year and set targets to reduce them. We track our energy usage each year and continually look for ways to reduce it.
To achieve the ISO 14001 certification, we were required to provide significant details regarding our procedures for the following:
Chemical handling, storage, and labeling Universal waste (old computer equipment) Stormwater and transportation spills, oils, lubes, and forklift batteries Electrical usage
Paper and cardboard
Lithium-ion battery management
Our ability to directly impact our energy usage is somewhat limited by the fact that we lease the majority of our global real estate footprint.
Specific energy efficiency efforts include:
Energy-efficient lighting solutions, including indoor and outdoor LED lighting Motion sensor lighting and conveyor systems that turn off in response to inactivity ”Smart” HVAC systems that adjust according to business hours and seasonal temperatures
Water consumption solutions, including rainwater harvesting efforts in the UK and environmentally friendly water heaters in the US
Solar panel usage at two of our UK locations
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Carbon Emissions
We are also working with our third-party shipping and logistics partners to develop transportation management systems and delivery schedules that help them increase their own energy efficiency, which helps to reduce our transportation-related emissions. Currently, approximately 98% of our US shipments are delivered by carriers enrolled in the US EPA SmartWay Transport Partnership, which helps companies advance supply chain sustainability by measuring, benchmarking, and improving freight transportation efficiency, and more than 72% of our US shipments are handled by carriers with climate goals.
EPA Green Power Partnerships
CDW•G participates in the United States Environmental Protection Agency’s Green Power Partnership program. In 2008, we began purchasing 100% green power for our two data centers in the Madison, Wisconsin, area through the Madison Gas and Electric (MGE) Green Power Tomorrow program. We purchase almost 12 million kilowatt-hours per year of renewable energy from MGE, making CDW•G the largest private buyer in the program.
Transportation Initiatives
Approximately 98% of our US shipments are delivered by carriers enrolled in the US EPA SmartWay Transport Partnership, which helps companies advance supply chain sustainability by measuring, benchmarking, and improving freight transportation efficiency. We also have programs aimed at consolidating freight volume and reducing the number of shipments and vehicles needed to complete a delivery, which enables our carrier partners to reduce carbon emissions. These global programs include:
UPS Trailer Utilization, which reduces the number of truck movements needed to deliver freight by creating direct-lane pulls from our distribution centers to customers in a common area
Best Way (Logistics Specialist Solution), which reduces the number of trailers needed to ship an order by consolidating multiple orders into a single truckload
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Smart Packaging Solutions
At our distribution centers, we utilize several packaging processes that address environmental considerations while still meeting and exceeding customer expectations. Our solutions include the following:
Using and reusing our vendor partners’ packaging when possible, minimizing the need for additional packaging materials when fulfilling customer orders. Redesigning our cartonization process to utilize algorithms that consider dimensional fit (a more accurate method than volume fit), which enables us to use the least amount of packaging possible.
Using envelope shippers that are 100% recyclable and provide warehouse and shipping space efficiencies for small items.
Additionally, our pick-pack shipping containers are made from the maximum allowable amount of post-consumer recycled material and are 100% recyclable.
We continue to work with our vendor partners and logistics suppliers to evaluate opportunities for smarter packaging solutions that maximize both product protection and material efficiencies.
Environmental Considerations: Partners and Customers
We continue to elevate our role in sustainable and socially responsible technology by working with our technology partners to promote their environmentally certified products and solving for our customers’ outcomes around their ESG goals and priorities.
In 2022, CDW•G made it easier for our sales teams and our customers to identify and select from a broad range of environmentally certified products (Energy Star, EPEAT, and TCO Certified) and cloud-based solutions that deliver added energy efficiency. Our e-commerce sites enable customers to filter their online catalog search to identify and buy third party-certified products, and our sales teams are trained to assist clients with finding and selecting these products.
Our goal is to be able to offer our customers a full stack of solutions that addresses a broad spectrum of environmental considerations. In addition to third party-certified products, we are enhancing our ability to deploy and configure products remotely to reduce the environmental impacts of packaging and transportation and offering device recovery and recycling programs to reduce electronic waste from products that need to be replaced.
EPEAT Compliance
CDW•G assists customers in determining environmentally preferable products in many ways, including:
Providing website specifications for each product details; i.e., EPEAT and/or Energy Star compliant and specific power consumption data, where available Providing a portfolio of manufacturers that are committed to producing environmentally friendly technology and that have programs and policies that support their commitment. Offering products that meet the evolving standards associated with the Environmentally Preferable Purchasing Program (EPP) and the IEEE 1680 Standard for the Environmental Assessment of Personal Computer Products
Training our sales teams on the requirements of Executive Order 13101 Greening the Government Through Waste Prevention, Recycling, And Federal Acquisition
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CDW•G is committed to protecting the environment by continuing to manage our business with increased efficiency and understanding the full extent of our environmental impact. While we strive for continuous improvement in the environmental performance of our operations, we recognize our greatest opportunities to impact the environment lie in our supply chain and our ability to work with our partners to address issues such as climate change and waste reduction.
More than ever, we are focused on working with our partners and outside experts to evaluate our environmental impacts and opportunities.
Protecting Forests through Responsible Paper Consumption Through our Printer Supplies Program, CDW•G customers are offered complimentary enrollment in PrintReleaf, a third-party certification program that empowers organizations to sustain and grow global forest systems through:
Ongoing measurement of paper consumption
Custom paper footprint and forest impact insights
Opportunities to automatically “re-leaf” forests through reforestation projects of the customer’s choosing
Since we joined the program in June 2018, CDW customers have collectively offset the equivalent of more than 1.2 billion standard pages of paper consumption by supporting the reforesting of more than 140,000 trees.
CDW is also working with partners on programs to help customers better manage their print needs and costs and stay within their corporate policies for sustainability. The goal of the PrintReleaf program is to deliver on the potential for Forest Positive Printing – to enable customers to be responsible for planting more trees than their printing uses.
Business Diversity Program
F. Describe any diversity programs or partners supplier does business with and how Participating Agencies may use diverse partners through the Master Agreement. Indicate how, if at all, pricing changes when using the diversity program. If there are any diversity programs, provide a list of diversity alliances and a copy of their certifications.
Business Diversity Program – Overview
When you partner with CDW•G, you are partnering with a company where business diversity is a deeply embedded, ongoing priority. Since the inception of our Business Diversity Program in 2007, we have sought to promote diverse supplier participation representative of our customers and communities that contributes to sustainable economic growth. CDW•G is prepared to help the City of Mesa and OMNIA Partners Participating Public Agencies around the US meet their diversity goals. We’re committed to simplifying the complexity of Business Diversity for the City of Mesa and OMNIA Partners Participating Public Agencies.
While we are woman-led with our CEO Chris Leahy, we are not a minority- or woman-owned business enterprise. Because we are not a large corporation with our own M/WBE certification, CDW•G has the opportunity to invest in small and diverse businesses. As a result, we drive job creation and contribute to lasting economic empowerment in communities across the US.
Our focus is creating a meaningful sourcing plan with minority, small, local, veteran-owned, and other diverse suppliers. We have the privilege, opportunity, and responsibility to partner with diverse suppliers and bring them with us to the City of Mesa and OMNIA Partners Participating Public Agencies’ opportunities. In our experience, customer diversity initiatives are not always
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met by one or two specific certifications; these initiatives are met through partnership and collaboration.
Results of the CDW Business Diversity Program
Partnering strategically with diverse and small businesses enables us to keep providing the industry's best
experience while contributing to economic growth in
diverse communities nationwide. We look forward to
continuing to grow our practice and support local
businesses as our practice continues to grow. Since
2007, we have spent $25 billion, $3.6 billion in 2022
alone, with certified small, diverse suppliers, and we
currently feature over 1,400 small and diverse suppliers who we actively partner with on a regular basis. Of the $3.6 billion in 2022, $2.3B was solely from CDW•G.
In 2019, we became a member of the Billion Dollar
Roundtable (BDR), joining an exclusive group of 40 USbased companies procuring more than $1 billion annually from minority- and women-owned businesses on a firsttier basis.
In 2021, industry-leading research IT research firm and consultancy, Gartner, conducted a case study on CDW's
Business Diversity Program for procurement leaders.
They concluded the following: “CDW’s supplier diversity team enables business partners to retain the best-fit
diverse suppliers for new sourcing needs by providing
targeted business-relevant information gathered from
past supplier engagements.” Our comprehensive
Business Diversity Program ultimately allows procurement officials to be confident in incorporating small and diverse suppliers into their supply chain.
In 2022, we enhanced our national strategy across the US by welcoming supply chain experts to our growing team. These regional market leaders are focused on building partnerships with local suppliers and across our customer base. Their efforts have improved our agility and increased our effectiveness in identifying and mentoring new diverse partners. Additionally, this comprehensive approach enables us to gain a deeper understanding of the unique challenges, opportunities, and economies of scale present in each region. We use these real-time insights to inform and tailor our business diversity strategy, boosting both performance and impact.
In 2023, CDW hosted the BDR Summit, which is an annual gathering of BDR members to share our successes, best practices as well as opportunities for supplier diversity program growth.
MBE Testimonial – KNZ Solutions
KNZ Solutions, a certified minority-owned
business, was founded in 2017 by Khaled
Mussa. Here’s what KNZ has to say about
their partnership with CDW•G:
“CDW•G has been an invaluable support
to KNZ Solutions. Their commitment to
fostering collaboration and nurturing
partnerships truly sets them apart. Their
expertise, resources, and unwavering
dedication played a pivotal role in
navigating the challenges inherent in our
industry. The impact of this partnership
extends far beyond the bottom line – KNZ’s employee count increased, and jobs were created. Our partnership has
not only elevated our business but has
also reinforced our belief in the
transformative power of meaningful
partnerships. We look forward to
continued success and growth together.”
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Our 2022 Economic Impact across the United States is highlighted in the graphic below:
Number of Jobs
Supported
32,000
Number of
Diverse Partners
1,400+
Total Diversity Spend
$3.6B
A partnership with CDW•G means that local communities across the US will continue to gain positive economic impacts.
Benefits
Benefits of our Business Diversity Program and incorporating small and diverse suppliers include the following:
Reach Small and Diverse Supplier Goals
CDW•G’s comprehensive Business Diversity Program allows you to meet your goals quickly and efficiently. Meet the City of Mesa and OMNIA Partners Participating Public Agencies small, minority-owned supplier goals without having to invest time and resources into finding, evaluating and engaging them yourself. CDW•G has a comprehensive vetting process that ensures each small and diverse partner can meet our customers’ quality and performance expectations.
Diversify Your Supply Chain
Partnering with small and diverse businesses allows the City of Mesa and OMNIA Partners Participating Public Agencies’ to diversify your supply chain, boosting your resilience and agility in an unpredictable world.
First-Mover Advantage
With a broad network of small and diverse partners nationwide, the City of Mesa and OMNIA Partners can enjoy first-mover advantage when it comes to new, cutting-edge technologies.
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Tier I and Tier II Programs
CDW•G is continuously developing other diverse
partnerships to meet our customers’ needs. These
relationships include, but are not limited to, product
manufacturers, distributors, and service providers nationwide who support direct (Tier 1) and indirect (Tier 2) fulfillment through presales and service engagements. We recruit
diverse and disadvantaged partners locally and regionally since customer spending goals are typically tied to local laws and require the partner to be certified within their city or state.
These various engagement models allow the City of Mesa
and OMNIA Partners Participating Public Agencies the
choice to leverage the best suited diverse partner.
We realize that each customer has unique targets that
require a thoughtful and dynamic approach to strategic
sourcing. Our Business Diversity program offers a broad and robust partner network. The following are a few ways that CDW•G can support the City of Mesa and OMNIA Partners
Participating Public Agencies in meeting your diverse
supplier goals:
Educate users on CDW•G’s business diversity
program and how to initiate a planning session.
Conduct customer-focused planning sessions with
your dedicated CDW•G Account Manager and
Business Diversity program representative.
Utilize information gathered from planning sessions to develop custom plans to achieve customer goals
around Business Diversity.
Perform ongoing engagement to adjust plans as
necessary.
More insight into our Tier I and Tier II Programs are below:
The Tier I Program
CDW•G is continuously developing other small and diverse partnerships to meet the City of Mesa and OMNIA Partners Participating Public Agencies’ Tier I needs. In fact, we offer an online registration tool where businesses can register for future opportunities with CDW•G. Our growing list of suppliers means that the City of Mesa and OMNIA Partners Participating Public Agencies can count on CDW•G to deliver against their diversity spending targets. CDW•G has also partnered with small and diverse leasing companies that can support the City of Mesa and OMNIA Partners Participating Public Agencies Tier I spend requirements. CDW•G’s Tier I program offers a low-risk experience for agencies looking to achieve direct spend with small, disadvantaged businesses while upholding the highest standards of IT procurement.
WBE Testimonial – BlackHawk Data
BlackHawk Data is a New York-based
WBE founded in 2018. Read about the
BlackHawk Data and CDW•G Partnership
below:
“One of my primary go to partners has
always been CDW. I knew if I went to
them for advice, suggestions, and just to
simply talk to, they would help me get
through the start up phase. Well, they did
more than that. Along with the local team
in New York, the CDW Diversity Team
helped me and made introductions to
people around the US that I would not
normally have met.
I do honestly owe a good amount of our
success to the CDW Team. As without
them, getting through some of the hardest
and darkest times may not have been
possible without them.
Because of partners like CDW, we have
been able to grow the business to 45
people, hopefully, $60M in 2023, and
become a CRN Triple Crown Winner.
My heart is full with love and continued
support on building our relationship.”
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The Tier II Program
In an effort to foster even more opportunities for small, diverse businesses, CDW•G launched a Tier II Business Diversity Program in 2009 for its key manufacturing, distribution, and logistics partners. The program’s goal is simple: to further opportunities for competitive small and diverse partners to supply goods and services to CDW•G and deliver them to our customers like the City of Mesa and OMNIA Partners Participating Public Agencies. CDW•G also provides Tier II reporting to customers that track their spending, ensuring that suppliers meet contract compliance and obligations. Our Tier II reports show the items that CDW•G purchased from diverse suppliers, all items that our customers purchased from CDW•G, and all items that CDW•G purchased from diverse suppliers to fulfil customers’ orders directly. A major advantage to this model is the ability to recognize spend across multiple diverse firms by leveraging CDW•G’s network of vetted hardware and software suppliers.
Notable Awards
Recent, notable awards that demonstrate our commitment to diversity include:
2023 Military Times Best for Vets: Employers List
2024 Military Friendly Employers award from Military Friendly 2023 Best Employers for Diversity – Forbes
The Women’s Business Enterprise National Council (WBENC) recently named CDW as one of its America’s Top Corporations for Women’s Business Enterprises (WBEs).
According to the WBENC, this honor is the only national award recognizing corporations for world-class Business Diversity programs that reduce barriers and drive growth for women-owned businesses.
CDW has been ranked 11th of Nasdaq 100 companies for its ESG reputation in December 2022
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Mentoring Programs
Mentorship and advocacy are integral components of our
Business Diversity Program. It’s one way we live up to our commitment to build stronger communities through
economic inclusion. We have had numerous successes
with mentor protégé programs with entities such as the City University of New York (CUNY) and Texas Tech University; these programs are designed to enhance diverse partners’ capabilities, assist in meeting development goals, and
improve their abilities to compete for and win contracts.
With these programs, we are able to grow their businesses and relationships.
During the year, we expanded our partnership with
Disability:IN, a leading nonprofit resource for business disability inclusion worldwide. As an Inclusion Works
partner company, we’re proud to mentor disability-owned businesses. Disability:IN’s Inclusion Works program
provides companies with a team of disability inclusion
experts to help them create an inclusive culture while
simultaneously developing a sustainable recruitment
strategy.
Commitment to Helping Close the Digital
Divide
One of CDW•G’s core values and strengths is making
technology work so people can do great things. However, we recognize that technology doesn’t work equally for
everybody, and reliable access to technology is often not equitable, resulting in a digital divide. We are determined to change this narrative and are passionate about closing this divide within our company and the communities we support.
Through our Business Diversity Program, we are actively working towards digital equity and making a positive impact.
Below are a few of the ways we work to close the digital divide:
Promoting Digital Equity
CDW•G prioritizes digital equity by providing products and services to sectors that need them the most, such as education, healthcare, and government. We firmly believe that closing the digital divide requires collaboration from all leaders, within and outside our organization. By partnering with like-minded organizations that share our commitment to digital equity, we can amplify our collective impact and bridge the gaps we see everywhere.
Business Diversity
Our Business Diversity Program is a critical differentiator for CDW•G, enabling us to deliver increasingly innovative products, services, and solutions to our customers. Since the inception of our business supplier program in 2007, we have actively sought to promote diverse supplier participation that aligns with the needs and values of our customers and communities. We take WBE Testimonials – WBENC
Conference
In 2023, CDW funded a booth for 15
woman-owned businesses at the annual
Women’s Business Enterprise National
Council (WBENC) conference. This
financial commitment directly impacted
the growth of those businesses. Here’s
what two women had to say:
Pam Feld, CEO, WBE/MBE: The booth
sponsored by CDW afforded me the
opportunity to deepen existing corporate
relationships and engage with a multitude
of WBEs from all over the country. I came
away with 2 RFPs, 4 potential speaking
opportunities, and 6 meetings lined up for
expanding relationships.
Mellissa Tong, CEO, WBE/MBE: I was
really grateful that my talk at CEO
Success Community Booth 718 was so
well received that I got a recommendation
to deliver a one-hour talk on Storytelling
for Branding and Marketing for Maui’s
Economic Development Center in late
April. Then, I was contacted by WBENC
national to do a pitch workshop for them
on May 5th. None of this would have
happened without CDW's generous
support of Booth 718 at WBENC in 2023.
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pride in our comprehensive and active program, recognized as global champions for Business Diversity by esteemed
organizations like Gartner, the Billion Dollar Roundtable, and WEConnect International. We also embrace the responsibility of sharing our experience and expertise with our customers and suppliers because we believe that when they succeed, we all win.
Driving Economic Empowerment in Communities
Investing in small and diverse businesses presents a unique opportunity to create jobs and contribute to lasting economic empowerment in our communities. With the global population becoming increasingly diverse, minority audiences are
emerging as a significant target for companies, and diverseowned businesses play a vital role in the small business sector.
Commitment to Fostering Equity
CDW•G is committed to fostering equity and ethical behavior throughout our global supply chain. Collaboratively with our customers and supplier partners, we believe in the power of community members as drivers of prosperous, resilient local economies, creating efficiencies throughout our global supply chain.
Social Impact
We are committed to making a long-lasting, meaningful difference through our global Social Impact program. With more than 80 social impact partners and as members of Tech for Good, we invest in technology that creates deliberate, positive social benefits. One recent partnership is with Compudopt, a national nonprofit that provides technology access and education to under-resourced youth. Our collaboration across the country aligns with our shared strategy of providing access to technology. Through local donation drives and employee engagement at Compudopt locations, we empower youth by repurposing personal, non-company computers and educating them about the potential of technology.
Goals
One of our priorities in 2023 is empowering our seller community with the knowledge and resources to engage with our customers about how each company’s ESG goals intersect.
These intersection points will help determine how to collaborate and advance their respective strategies. We’re committed to simplifying the complexity of Business Diversity for our customers and partners, and we are ready to collaboratively solve their toughest challenges.
As a whole, CDW•G’s Business Diversity Program goals are to increase procurement opportunities for direct and indirect spending with small, minority-owned, women-owned, veteran-owned, disabled-owned, and other small, disadvantaged businesses. The CDW philosophy on diversity extends beyond our coworkers, the customers we serve, and the communities we live in to include our valued supplier partnerships. Our commitment to strategically partner with qualified businesses enables CDW•G to continue to provide the best customer experience while contributing to economic growth in diverse communities.
MBE Testimonial – Betis Group
Betis is a minority-owned systems
integrator with 25 years of experience
providing Information Technology
consulting and solutions on a global scale.
Here’s what Betis had to say:
Betis and CDW have enjoyed a highly
successful relationship since 2001.
Thanks to CDW's successful contract win
record, Betis provided project
management, technical, and device
installation services at more than 100
locations around the world. Over the last
several years, our relationship [with CDW]
has expanded as Betis helps support and
deliver CDW's winning formula for gaining
market share with private-sector
customers who want to buy through a
Tier-1 Diversity Supplier. The strategic
collaboration between Betis and CDW has
led to the acceleration of delivery and
solutions for both our companies.
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CDW•G continuously seeks new partnerships that help our customers meet their small and diverse supplier goals and support local communities. In 2022, we enhanced our national strategy across the US by welcoming supply chain experts to our growing team. These regional market leaders are focused on building partnerships with local suppliers and across our customer base. Their efforts have improved our agility and increased our effectiveness in identifying and mentoring new diverse partners. Additionally, this comprehensive approach enables us to gain a deeper understanding of the unique challenges, opportunities, and economies of scale present in each region. We use these real-time insights to inform and tailor our business diversity strategy, boosting both performance and impact.
Diversity Pricing
The CDW•G pricing structure, inclusive of our proposed discounts, submitted in this proposal will not be changed if/when a diverse partner is engaged. Pricing information can be found in Tab E. Access to our robust Business Diversity Program is a no-cost value-added service.
Diversity Alliances and Certifications
In addition to being part of the Billion Dollar Roundtable, an important aspect of our Business Diversity program is our support and participation in various organizations and events focused on developing relationships and business opportunities within diverse communities.
We are a National Corporate Member of the National Minority Supplier Development Council, Inc., and The Women’s Business Enterprise National Council. CDW•G supports other organizations, as well, which include:
Chicago Minority Business Development Council, Inc.
Women’s Business Development Center of Chicago
Minority Business Development Agency of Chicago
National Veteran Owned Business Association
National Gay & Lesbian Chamber of Commerce
Not only do we contribute financially to these organizations, but we also engage on advisory councils, attend and host events, and provide resources to support the organizations’ focus on continued growth and success.
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Subcontractors and Affiliates
H. List any relationships with subcontractors or affiliates intended to be used when providing services and identify if subcontractors meet minority-owned standards. If any, list which certifications subcontractors hold and certifying agency.
As needed throughout the contract, CDW•G may look to bring on additional vendors to continue to meet the needs of the City of Mesa and OMNIA Partners Participating Public Agencies.
CDW•G has partnerships with more than 1,400 small and diverse organizations all across the US.
The way that CDW•G categorizes our subcontractors and affiliates is unique. CDW•G sometimes contracts with third parties to deliver services when there are constraints on our resources. Our Partner Services group manages these companies. These incorporate in-depth processes for determining who we work with. Our Partner Services team is comprised of Professional Service Managers and billable project managers who oversee partner management and project oversight. These service managers work directly and collaboratively with our operations team, which is comprised of billing administrators and project coordinators that are engaged at the deal level. Each partner receives a review throughout the year ranging from quarterly to yearly depending on their level of engagement with CDW•G along with engagement level surveys to manage and control quality. Partners are held to a minimum survey score to continue performing work for CDW•G.
Depending on the unique needs of each opportunity, the CDW•G Account Teams will work with OMNIA Partners Participating Public Agencies to develop a solution that is both comprehensive and strategic to the specific partner. The partner chosen will be specialized based on the work and needs of the customer. Details of the chosen partner will be provided to the interested party during scoping. Many of our partners include certifications as defined in our Diversity Programs section above, and listed additionally below:
Minority Business Enterprise (MBE)
Historically Underutilized Business (HUB)
Women Business Enterprise (WBE)
Lesbian Gay Bisexual Transsexual Business Enterprise (LGBTBE) Veteran Business Enterprise (VBE)
US Business Leadership Network Disability Business Diversity Program (USBLN DSDP) Women-Owned Small Business (WOSB)
Small Disadvantaged Business (SDB)
Service-Disabled Veteran Owned Small Business (SDVOSB) Small Business
HUBZone
Post-scoping, our services projects follow our Project Management Engagement Methodology which includes a heavy emphasis on communication among the parties to the contract, especially between CDW•G and the customer. These communication points include regular meetings and reports to monitor status, risks, issues, and plans.
Our manufacturing partners (such as Cisco, HP, and Microsoft) are considered subcontractors when they perform services engagements with us. We work very closely with our manufacturing partners and have many of their badged workers in our locations working with our engineering teams and brand managers. In this way, our CDW•G teams stay current with our vendor partner offerings as well as plans for product end-of-life and new product introductions. Our sales teams
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meet with our manufacturing partners quarterly and participate in sales training regularly to stay up to date on their latest offerings and offer you the peace of mind that you have a knowledgeable sales staff supporting you.
Differentiators
I. Describe how supplier differentiates itself from its competitors.
CDW•G is a partner dedicated to walking next to our customers every step of the way in their technology journey. A significant priority in SLED IT initiatives is flexible, adaptable technology that can securely enable user needs. It’s not enough to provide customers with access to products they want quickly and efficiently. Procurement and Information Technology officers need to understand their options, and SLED agencies need to know their products are securely sourced.
CDW•G is uniquely positioned to serve OMNIA Partners Participating Public Agencies and is differentiated in the following areas:
Business diversity programs and local impact
Experience with OMNIA and OMNIA Partners Participating Public Agencies Best-in-class contract management
Technical innovation
Secure supply chain and distribution model
Depth and breadth of solutions across hardware, software, cloud, cloud marketplace, professional services, managed services, and staff augmentation Past performance of successfully guiding OMNIA Participating Public Agencies through technological and industry change
Public sector expertise with dedicated sales and technical resources aligned by industry Robust Business Diversity Program
CDW•G is proud of our Business Diversity Program, and we believe that the structure and depth of our program are significant differentiators for each of our customers. While we are not a M/WBE-certified company, our program seeks to empower diverse and local companies in the communities we serve nationwide. Instead of simply checking the box to meet requirements, we curate a unique network of quickly deployable diverse business partners. This approach embodies the goals of our customers by creating a multiplier effect that drives job creation and contributes to lasting economic empowerment in the communities we serve.
Our program allows the City of Mesa and OMNIA Partners to support their local communities through everyday IT procurement. We work closely with the City of Mesa and OMNIA Partners Participating Public Agencies to find qualified, small and/or diverse suppliers to meet your goals, based on your requirements and needs.
In 2022, CDW spent $3.6B with certified small, diverse suppliers, and we currently feature over 1,400 small and diverse suppliers who we partner with on a regular basis. As a testament to CDW•G’s commitment to how frequently we help our public sector customers meet their diversity goals with qualified partners, $2.3B of the $3.6B (nearly 64%) in 2022 was solely from CDW•G.
OMNIA Partnership Experience
Our sales force is well-versed in growing contracts and is also experienced in discussing the value of OMNIA Partners contracts. We believe the contract structure that the City of Mesa and
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OMNIA Partners offer, combined with our expertise in supporting dynamic procurement solutions with our broad customer ecosystem, provides a unique opportunity to optimize contract adoption and growth. Collectively, we remove the complexity of procurement and technology that our customers often encounter. We understand the value of OMNIA Partners and its contracts and have been successful in expanding this contract to our customers.
CDW•G continues to prove without a doubt that we can keep our commitment to making this contract prosperous amongst our vastly growing portfolio of offerings. Continuing to contract with CDW•G provides the City of Mesa and OMNIA Partners Participating Public Agencies with a secure partnership with a proven track record of positioning the contract nationwide and expanding the contract footprint among all SLED-eligible entities.
Contract Management Experience
While we manage numerous public sector contracts, we believe it is the breadth of our contracts and the emphasis we place on contract compliance, company-wide, that allows us to be a leader in contract management. Many suppliers have well-established delivery and installation procedures but lack the plan or personnel to ensure compliance throughout the contract’s complete lifecycle.
A major differentiator for CDW•G is our Program Management Team, a group of coworkers devoted to the full life cycle of contractual sales, including managing active contracts. CDW•G invests in these resources because of our understanding that contracts are complex sets of commitments. Centralizing our contract management within one department allows us to standardize our contract management processes and share best practices. As a result, we reduce risks and improve efficiencies for CDW•G, and, more importantly, for the City of Mesa and OMNIA Partners Participating Public Agencies. With an average of over ten years of industry experience and active participation in the National Contract Management Association and World Commerce & Contracting, CDW•G Program Managers are qualified to advise and serve our customers at all stages of the contract process. CDW•G manages nearly 1,000 active SLED contracts, with OMNIA Partners contracts in the top 1% of our spend. Our contract managers become experts in their respective contract portfolios and can continue to provide insights to the City of Mesa and OMNIA Partners.
Access to the CDW•G Program Management team not only ensures contract compliance but also assures the City of Mesa and OMNIA Partners Participating Public Agencies that, when leveraging this contract, their purchases and piggyback agreements are overseen not solely by a sales team member but also by a highly skilled and specialized contract compliance professional.
Commitment to Innovation
For more than 20 years, CDW•G has been at the forefront of emerging technologies, including collaboration solutions, cloud, mobility, and virtualization, which is a major aspect of our ability to grow as a company. We have actively expanded our catalog, certifications, and solutions to address the latest IT developments, including cloud, IoT, software, and esports, so that we can continue to meet the evolving needs of the City of Mesa and OMNIA Partners Participating Public Agencies. In addition, we have dedicated CDW•G resources aligned to these solution areas to help the City of Mesa and OMNIA Partners Participating Public Agencies understand and implement them.
Moving forward, we expect the landscape in which we compete to continue to evolve as new technologies are developed, and we will continue to evolve with those technologies. As a
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testament to our dedication to innovation, CDW received CRN’s 2023 Internet of Things (IoT) Innovators Award; this annual program honors North American solution providers that recognize the enormous potential of IoT, have integrated cutting-edge technologies into their portfolio, and are driving IoT innovation forward. CDW•G will continue to invest, organically and inorganically, in high-growth solutions and services capabilities so that we can continue to meet the needs of the City of Mesa and OMNIA Partners.
CDW•G understands that the City of Mesa and OMNIA Partners Participating Public Agencies change and shift over time, and we are willing to change as technology changes.
Sourcing Products and Building OEM Relationships
CDW•G has relationships with more than 1,100 leading manufacturers. When CDW•G doesn’t have a direct relationship with an Original Equipment Manufacturer (OEM), we leverage our vast distribution network (i.e., Arrow, Synnex, Ingram Micro, a diverse partner, and more) to source a product request. As such, should the City of Mesa and OMNIA Partners identify a product we do not currently provide, we will work to ensure you get what you need.
Additionally, our Product and Partner Management team is dedicated to onboarding new OEMs and partners. This team works proactively to identify customer-leveraged OEMs to onboard into our ecosystem of partners. If a product is out of stock in CDW•G distribution centers, CDW•G can leverage our local and national distribution network; if the product is in stock in the distribution network, CDW•G can generally secure product(s) from our local distribution network within 24 hours.
Our sales staff and engineers are in steady communication with customers regarding their needs and vendor partners regarding changing product lines and new offerings.
Ability to Adapt
CDW's market position, financial strength, and demonstrated agility enable us to deliver value that transcends helping our customers to meet short-term IT objectives. We are with our customers in good times, but we are also there to help them navigate difficult circumstances and unprecedented challenges.
We are relentlessly devoted to helping our customers meet the challenges related to resolving their technology needs. One way we achieve this is through our agility in adapting to the unexpected, such as during the earliest stages of the COVID-19 crisis. Because CDW•G plays a critical role in continuing to supply IT products and services to our public sector customers, we prioritized a strategic response that would ensure our customers’ needs were met in the face of a significant strain on the global supply chain. We worked closely with our manufacturer partners to identify product recommendations based on projected availability. At the same time, we maintained focus on the well-being of our communities and helped our customers navigate a rapidly changing environment. We implemented stringent safety measures in our distribution centers in order to maintain business continuity while prioritizing the well-being of our coworkers. Due to our having two distribution centers in different portions of the country, we are able to maintain our supply chain in the event one of those centers goes down for any reason.
For example, when a customer needed to quickly deploy device rollouts to enable distance learning, they leaned on CDW•G to scope, design, and ship solutions in quick order. When the facilities expecting these shipments were closed without advance warning, CDW•G worked closely with the 17 colleges and universities to reroute packages and ensure the essential deliveries were received. Our teams successfully rerouted hundreds of shipments. As the
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situation continued to evolve, our teams remained in contact with our carrier partners to provide updates and continued to leverage member input and requirements to inform our company-wide strategic buying decisions.
CDW•G’s unmatched product and solutions offerings, coupled with an unrivaled partner network of leading manufacturers and diverse businesses, enable us to give the City of Mesa and OMNIA Partners Participating Public Agencies a partner that can adapt to any scenario, both in the short- and long-term.
Blended Distribution Model
A significant advantage that differentiates CDW•G in the marketplace is our ability to deliver the right products at the right value, right when you need them. Many of our competitors rely on what we refer to as “virtual warehouses.” These resellers are entirely reliant on their distribution and OEM partners for packaging and shipping customer solutions. This virtual warehouse model introduces extended lead times and uncertainty in sourcing and supply chain security. At CDW•G, we have blended the best of our OEMs and distribution partners’ fulfillment capabilities with our own distribution centers to optimize quick and accurate fulfillment. Our same-day fill rate typically varies between 97% and 99% for credit-approved orders with in-stock products.
Public Sector Expertise
We have more than 30 years of extensive experience providing solutions to public sector customers across segments (federal, education, state and local). Our parent company, CDW LLC, was established in 1984, and CDW•G was established in 1998 to better serve our federal, state and local, and education customers. Public sector business comprised roughly 36% of our total annual revenue in 2022. We maintain over 1,000 contracts in order to serve these customers efficiently and compliantly. Our portfolio demonstrates widespread adoption and relevance, with customers actively transacting across all 50 states.
Under the new contract, we will continue these efforts, with targeted account planning in collaboration with the City of Mesa and OMNIA Partners to expand the contract footprint to small, middle, and large entities.
Litigation, Bankruptcy, and/or Reorganization
J. Describe any present or past litigation, bankruptcy or reorganization involving supplier.
As of the date of submission, there are no known present or past litigation, bankruptcy, or reorganization involving CDW•G.
Felony Convictions
K. Felony Conviction Notice: Indicate if the supplier
a. is a publicly held corporation and this reporting requirement is not applicable; b. is not owned or operated by anyone who has been convicted of a felony; or c. is owned or operated by and individual(s) who has been convicted of a felony and provide the names and convictions.
CDW•G is a publicly held company and this reporting requirement is not applicable.
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Debarment or Suspension
L. Describe any debarment or suspension actions taken against supplier As of the date of this submittal, CDW•G certifies that to the best of its knowledge and belief, CDW•G has not been listed by any federal or state authority as debarred or suspended.
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3.2 DISTRIBUTION, LOGISTICS
Products and Services – Overview
A. Each offeror awarded an item under this solicitation may offer their complete product and service offering/a balance of line. Describe the full line of products and services offered by supplier.
CDW•G offers everything the City of Mesa and OMNIA Partners Participating Public Agencies’ IT operations could possibly need – from enterprise-wide services to mouse pads and full turnkey solutions. The depth and breadth of products, services, and solutions CDW•G offers allows the City of Mesa and OMNIA Partners Participating Public Agencies to streamline procurement and increase efficiency by reducing the time and effort of managing multiple contracts. And as technology changes and your needs grow, so do we.
Commitment to Innovation
CDW•G has stayed in line with emerging technologies for more than 20 years. Keeping up with those technologies, such as collaboration solutions, cloud, mobility, and virtualization, has been a major aspect of our ability to grow as a company. We have actively expanded our catalog, certifications, and solutions to address the latest IT developments, including cloud, IoT, drones, and esports so that we can continue to meet the evolving needs of the City of Mesa and OMNIA Partners Participating Public Agencies. In addition, we have dedicated CDW•G resources aligned to these solution areas to help the City of Mesa and OMNIA Partners Participating Public Agencies understand and implement them.
Moving forward, we expect the landscape in which we compete to continue to evolve as new technologies are developed, and we will continue to evolve with those technologies. As a testament to our dedication to innovation, CDW received CRN’s 2023 Internet of Things (IoT) Innovators Award; this annual program honors North American solution providers that recognize the enormous potential of IoT, have integrated cutting-edge technologies into their portfolio, and are driving IoT innovation forward.
Sourcing Products and Building OEM Relationships
CDW•G will continue to invest in high-growth solutions and services capabilities so that we can continue to meet the City of Mesa and OMNIA Partners Participating Public Agencies' needs.
Should CDW•G not have a direct relationship with an OEM, we have been successful in utilizing our vast distribution network (i.e. Arrow, Synnex, Ingram Micro, and more) to source a product request. As such, should the City of Mesa and OMNIA Partners Participating Public Agencies see a product we do not currently have, we will work to ensure you get what you need.
Additionally, our Product and Partner Management team is dedicated to onboarding new OEMs and partners and works proactively to identify customer-leveraged OEMs to onboard into our ecosystem of partners. If a product is out of stock in CDW•G distribution centers, CDW•G can leverage our local and national distribution network; if the product is in stock in the distribution network, CDW•G can generally secure product(s) from our local distribution network within 24 hours.
Our sales staff and engineers are in steady communication with customers regarding their needs and vendor partners regarding changing product lines and new offerings. CDW•G is in
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computing, networking, and infrastructure. Our acquisition of Locus enhances our staff augmentation practice so that we can continue to provide cost-effective resources to support our customers’ needs.
In June 2023, CDW acquired Enquizit, an experienced provider of AWS cloud services, helping us better solve customer challenges and deliver meaningful outcomes through innovative technical solutions.
Partners
As one of the largest value-added resellers (VAR), CDW•G has established strong working relationships with the major suppliers in the technology industry. We maintain these relationships in order to provide the best products, services, and support to our customers. We offer more than 100,000 products from more than 1,100 different manufacturers and software publishers. Our top partners have full-time representation at our sales offices to facilitate requests for information and assist with designing the best possible solution.
Many manufacturers choose CDW•G as their primary reseller because of our vast distribution network and the value-added services that we provide to our customers. CDW•G invests heavily in the training and certification of our account managers and technical staff. We work closely with our vendor partners to remain current with the latest technologies and to deploy and manage those technologies in customer environments. We have received awards and recognition from our manufacturer partners for developing and delivering exceptional solutions.
Specific insight into some of our partnerships is provided below:
Microsoft
As one of only a select group of Microsoft Cloud Solution Providers (CSP) with all solution designations, CDW•G has the expertise you need to get the most out of your Microsoft products. We work closely with Microsoft to ensure that our solutions are cohesive; you get the whole bundle (licenses, migrations, modernizations, automation, and management) directly through CDW•G, which saves you time and money. With deep implementation experience across Microsoft’s portfolio of hardware, software, and the cloud since our partnership began in 1999, we are the right partner for delivering Microsoft solutions.
We are a certified Azure Expert Managed Service Provider with expertise in end-to-end cloud lifecycle management, including assessing, migrating, building, deploying, optimizing, and efficiently managing business solutions on Microsoft Azure.
We have earned all 6 of Microsoft’s Solution Designations and are now among the elite Microsoft partners certified with the Microsoft Solutions Partner Designation for Microsoft Cloud.
In 2022, we received the following awards:
US Device Partner of the Year
Surface Customer Adds Award Winner
Google
We are a Premier Google Partner. Together, Google and CDW•G bring you the best of Google solutions to grow and support your modern workforce. We are one of only four Google partners certified with Google CCAI expertise along with having three of the world’s 66 Google Cloud Fellows on staff. In 2023, we received the following awards:
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Partner of the Year in the Expansion category for its success in helping customers achieve better results through Google Workspace
Partner of the Year in the Specialization category for excelling in the Education sector and delivering positive customer outcomes
Oracle
We are an Oracle Gold Partner. Our exceptional coverage, relationships, integration, asset management tools, image loads, and streamlined procurement processes allow us to be a trusted advisor on Oracle for the City of Mesa and OMNIA Partners Participating Public Agencies, making it easier to get the Oracle expertise and services needed to provide you with complete Oracle solutions.
Apple
As a Diamond Elite partner, we had a very successful, established relationship with Apple.
Apple products and services combined with our legendary logistics and services capabilities offer the City of Mesa and OMNIA Partners Participating Public Agencies improved profitability and employee productivity while simplifying IT overhead and lowering overall costs.
Note: Only Apple is allowed to sell Apple products to K-12 customers, including both private and public schools. If this policy is repealed, CDW•G is equipped and ready to serve the City of Mesa and OMNIA Partners Participating Public Agencies K-12 customers.
Dell
CDW•G has complete access to all of Dell Technologies and Dell EMC’s product lines, selling the entire Dell product portfolio of client devices, displays, accessories, software, data storage, server, networking, and services. This portfolio includes RSA® and VMware®. With over 90 onsite CDW-badged dedicated resources and 250 Dell Technologies-badged resources, the Dell and CDW relationship is stronger than ever and suited to meet and configure all customer IT needs.
HP
We have strong partnerships with both HP Inc. (HPI) and Hewlett Packard Enterprise (HPE); as a Platinum Partner, we have the experience and expertise to help the City of Mesa and OMNIA Partners Participating Public Agencies design the best solution.
This last summer, we received the following awards:
2023 Global Solution Provider of the Year
2023 North America Solution Provider of the Year
2023 Consulting Partner of the Year by Zerto, a Hewlett Packard Enterprise company.
IBM
We are a Diamond Elite IBM Partner and have been providing IBM solutions for over 25 years.
Our IBM-dedicated team consists of nationwide sales, technical, and marketing experts. As an IBM Platinum Business Partner, CDW•G is authorized to sell IBM solutions – from servers and storage to software and technical services. CDW is the leading IBM Security software reseller in the United States.
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Lenovo
Our strong partnership with Lenovo is a benefit to our customers, who receive top-quality Lenovo products quickly and efficiently. We are currently the largest Direct Response Channel Partner of Lenovo products.
Panasonic
CDW•G is a Panasonic Diamond-level partner and member of the Panasonic Authorized Reseller Program, authorized for computers and tablets, projectors, professional displays, scanners, and presentation technologies. CDW•G is Panasonic’s largest Toughbook computer reseller in the channel.
Cisco
We are a Cisco Gold Certified Partner. We have attained the broadest range of expertise across multiple technologies, and we are Cisco’s Largest US National Direct Integrator Partner. In November 2023, Cisco recognized us with the following awards:
Data Center Partner of the Year (Global)
Cisco Capital Partner of the Year (Americas)
SMB Partner of the Year (Americas – US)
USA Partner of the Year (Americas – US)
Area Partner of the Year (US – Central)
Commercial Partner of the Year (US – Central)
Enterprise Networking Partner of the Year (US – Central) SMB Partner of the Year (US – Central)
South Enterprise Partner of the Year (US – Central)
Enterprise Networking Partner of the Year (US – East) Federal Intelligence Partner of the Year (Federal)
Please note that we excluded our Canada, European, and UK awards from this list.
Juniper Networks
We are an Elite Partner with Juniper Networks; we have 100+ accreditations and 10+ certifications, including the Enterprise Routing & Switching Specialization and the Mist AI Specialization.
ExtremeNetworks
CDW•G is an ExtremeNetworks Diamond Partner. We have specializations in Security & Access Control, Cloud, Management & Automation, Data Center, ExtremeWireless, and ExtremeSwitching.
Netgear
Together, CDW•G and Netgear provide high-performance switching, wireless, and security solutions. We are authorized to sell Netgear Business, as well as Wi-Fi and networking solutions, switching, AV, remote management, and more.
Additional Partners
For your convenience, we have provided our line card that includes our full list of 1,100+ partnerships in Appendix 2.
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Product Offering
CDW•G’s ability to provide product operating system license, software media, and documentation in the hardware shipment depends on the solution and the OEM; as such, we will comply with the specifications outlined in the product description as listed.
Software
a. Software: National brand name Microsoft, Google, Oracle, Enterprise applications/solutions, cyber security applications/solutions, etc.
CDW•G is pleased to offer software solutions and applications from leading manufacturers, including Microsoft, Google, and Oracle, among many others; please see our Line Card at the end of this section labeled Appendix 2 for a full list of our partnerships; CDW•G has developed close partnerships with more than 300 of the industry’s leading software publishers.
Software and Information Industry Association Membership We are a member of the Software and Information Industry Association (SIIA). SIIA is the principal trade association for the software and digital content industry. It recognizes companies that demonstrate software industry leadership and good corporate citizenship. SIIA Certified Software Reseller (CSR) status is awarded based on the accuracy and completeness of the record-keeping process. We are one of only four resellers with SIIA certification. There is a distinct customer advantage to our membership in the SIIA: in the event that the City of Mesa and OMNIA Partners Participating Public Agencies are audited by the SIIA, an invoice from CDW•G serves as proof of ownership.
Software Products and Solutions
An overview of our software offering includes, but is not limited to, the following:
Business Applications
Application Suites
Document Management
Reporting and Data Analytics
Education
Graphics and Design
Networking and Servers
Data Archiving
Network Management
Storage Networking
Operating Systems
Communication
Programming and Web Development
Security
Authentication
Endpoint Security
Firewalls
Utilities
Virtualization
We are an industry leader when it comes to enabling customers to modernize their environment through the combination of speed and direction.
While contemporary technologies can be beneficial, if executed incorrectly, they can also quickly lead to overlap, confusion, and sprawl. Our team can help the City of Mesa and OMNIA Partners Participating Public Agencies leverage existing technology investments while integrating modern solutions and tools. With the help of CDW•G, the City of Mesa and OMNIA Partners Participating Public Agencies can create simplified outcomes that are easy to manage and fiscally beneficial. Our team delivers full-stack, modern infrastructure and software delivery
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focused on cloud native and hybrid-cloud adoption. Key practice areas include, but are not limited to, the following:
Advanced Infrastructure and Hybrid IT: Consulting and delivery services for modern data center architecture, networking, servers, virtualization, and container and cloud platforms.
Full Stack IT Automation & Orchestration: Consulting and delivery services in modern concepts for systems automation, infrastructure-as-code (IaC), and configuration management from physical network and servers to cloud.
Systems Integration & Software Engineering: Consulting and delivery services in modern software development and delivery, web development, mobile development, distributed systems, microservices, and serverless environments. DevOps: Consulting and delivery services in DevOps, cultural assessments, organizational redesign, continuous integration/continuous deployment (CI/CD), and modern software delivery.
Software Services
In addition to our comprehensive software application and solution offering, CDW•G also has a variety of services to help you with your software needs. CDW Software Services takes a preand post-sales consultative approach to help you manage the assessment, validation, deployment, and management of software assets through every stage of their lifecycle. Our Total Software Management solution provides everything you need to make every step of software management simple and effective. CDW•G has everything the City of Mesa and OMNIA Partners Participating Public Agencies need to begin exploring software options, including, but not limited to, the following:
Extensive knowledge of the software industry and publishers Insight into the latest trends and products
Decades of experience in enhancing software environments Comprehensive process to review goals and technical requirements A comprehensive portfolio
Expertise in cloud apps
Our software experts will identify your current license position and renewal timeline, as well as provide a review that is easy to understand so that you can maximize returns on your software investment. Our review helps you organize and track software, prepare for purchases, and educate teams about the software infrastructure. The review:
Determines whether current agreements fit your needs
Identifies opportunities for agreement consolidation
Shows when your agreements are up for renewal
Our long-standing partnerships with top software vendors give us a deep understanding of each one’s unique licensing requirements. CDW•G is committed to maintaining the highest level of knowledge and expertise surrounding software solutions. We will leverage our close partner relationships and continue to invest in our workforce to ensure we stay in front of the everchanging landscape within this area.
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license entitlements and solutions to fit user profiles. Their top priorities were to reduce costs and improve end-user satisfaction.
Engagement and Solution
We have managed the customer’s Microsoft Enterprise Agreement (EA) for the last six years and conducted regular communication and quarterly business reviews to stay in touch with the customer’s needs. As a part of the year 1 true-up process, we engaged the customer to review licensing and end-user functionality requirements.
To help this customer meet their goals, we provided them with cost analysis and guidance for Microsoft M365 E3, E5, and F3 products in addition to on-premise server products, including SQL and Windows Servers.
Outcome
CDW•G’s engagement helped the customer to consolidate their licenses and achieve cost savings by requesting reductions on cloud licenses prior to their two-year anniversary and replacing them with M365 E3. By educating the customer on license compliance and options to Step-up, this local government entity recognized significant cost-savings. Ultimately, the customer greatly appreciated CDW•G’s contribution and has recognized an enhanced Microsoft experience overall.
Personal Computer Systems
b. Personal Computer Systems: National brand name desktop PCs, notebooks, laptops, tablets, and other related devices from Enterprise Tier and Middle Tier Contractors that are business related computers, manufactured by companies, such as, Apple, COMPAQ, Dell, Gateway, Hewlett Packard, IBM / Lenovo, Panasonic, and Toshiba.
Product will include the operating system license, software media and documentation in the hardware shipment.
CDW•G’s broad array of offerings includes desktop PCs, notebooks, laptops, tablets, and other related devices from Enterprise and Middle Tier contractors. We are authorized to sell the various partners’ full suites of products: Apple, Dell, Hewlett Packard (HP), IBM, Lenovo, and Panasonic, among many others.
Desktops
Desktop computers come in all shapes and sizes and are used for tasks ranging from web browsing to high-resolution media creation, and CDW•G offers products to meet any need. We offer All-in-One computers, Mini PCs, Thin Clients, Towers, Workstations, and more. Our selection includes popular brands, including, but not limited to, HP, Dell, Lenovo, Acer, Asus, Apple, among others. Additionally, the City of Mesa and OMNIA Partners can buy desktops prebuilt or parts can be purchased and assembled in the configuration of your choosing; desktops can be upgraded or customized to grow alongside your needs as a user.
Laptops & 2-in-1s
When you need the power of a desktop but lack the space, laptops are an excellent solution for mobile computing. 2-in-1 computers are another powerful portable solution because, while similar to laptops, these devices can function as tablets and benefit from the integration of touchscreen displays or drawing accessories in some models. CDW•G has a wide range of laptops and 2-in-1s computers ready to meet any of your needs, including, but not limited to, those from Acer, Dell, HP, Microsoft, Panasonic, and more.
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Standard Business and High End Workstations
c. Standard Business Workstation: These will be used for typical tasks, which will include word processing, spreadsheet analysis, database management, business graphics, statistical analysis, internet, and other office automation activities. Product will include the operating system license, software media and documentation in the hardware shipment.
d. High End Workstation: These will be used by application developers using GIS, CASE or other high-level language development tools, Computer Aided Design and Drafting professional, Internet Application developers or other sophisticated application work. Product will include the operating system license, software media and documentation in the hardware shipment.
CDW•G's standard business and high end workstation offering allows the City of Mesa and OMNIA Partners Participating Public Agencies to experience professional-grade performance with our selection of solutions. Our offering includes solutions designed to handle any task, including creating projects and application development.
CDW•G offers workstations with processor speeds of 1.1GHz all the way up to 5.6GHz with hard drive capacities ranging from 256 gigabytes to 8 terabytes. Brands include, but are not limited to, Apple, BOXX, Dell, HP, Lambda, Lenovo, and more.
Laptop Computers and Notebooks
e. Laptop Computer or Notebook: These will be used by traveling or remote access user for typical office automation and business productivity use. With a port replicator or docking station, it may also be used as a standard desktop.
Product will include the operating system license, software media and documentation in the hardware shipment.
CDW•G’s product portfolio includes laptop computers, 2-in-1 laptops, notebooks, port replicators, docking stations, and more from leading manufacturers, including Acer, Dell, HP, Lenovo, Microsoft, Panasonic, Samsung, and others. An overview of our offering includes, but is not limited to, the following:
Windows Laptops
We offer a wide selection of Windows-based laptops; Windows laptops have many powerful tools integrated into the operating system that are uniform across various businesses.
MacBooks
Apple products, specifically MacBooks, are among the most popular laptops globally for both students and professionals. These devices are a perfect hybrid of aesthetics and performance and have robust and powerful software that is standard in each machine. MacBooks also effortlessly pair with other Apple products, such as iPhones or Apple Watches, to maximize the performance of each device.
Note: Only Apple is allowed to sell Apple products to K-12 customers, including both private and public schools. If this policy is repealed, CDW•G is equipped and ready to serve the City of Mesa and OMNIA Partners Participating Public Agencies.
Chromebooks
Chromebooks are excellent alternatives that function using applications hosted on the internet.
This way, the cost of Chromebooks can remain affordable without sacrificing functionality.
CDW•G has a large selection of devices that can meet the City of Mesa and OMNIA Partners Participating Public Agencies’ diverse needs.
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Ultrabooks
Ultrabooks are powerful laptops that are slim in size but feature industry-leading technology geared towards pushing performance to the absolute maximum. Ultrabooks are also an excellent choice for any design or media-based work. Their robust components allow for maximum performance in multiple locations.
Network Equipment
f. Network Equipment: This includes equipment primarily used for communications over an IP network. This includes servers (physical and virtual), layer 2 and layer 3 switches, routers, area wireless access points, point-to-point wireless access, optics, media interfaces (i.e. serial, T1, T3, OC3) and fiber channel. Class of equipment should include home office, small and medium business, and enterprise. Contractors may include, but not limited to, Cisco Systems, Dell, Juniper Networks, HP, Extreme Networks, Enterasys Networks, D-Link, Netgear, and Brocade Communications Systems.
CDW•G’s broad array of offerings includes servers (physical and virtual), layer 2 and layer 3 switches, routers, area wireless access points, point-to-point wireless access, optics, media interfaces, and fiber channels. The class of equipment that we offer includes home office, small and medium business, and enterprise. We are authorized to resell from more than 1,100 leading manufacturers, including, but not limited to, Cisco, Dell, Juniper Networks, HP, Extreme Networks, and Netgear. CDW•G will work with the City of Mesa and OMNIA Partners Participating Public Agencies to determine the best networking equipment to meet each of your needs.
An overview of our network equipment product offering includes, but is not limited to, the following:
Network Adapters
Ethernet Adapters
Host Bus Adapters
Transceiver Modules
Network Management
Console & Device Servers
Load Balancers
Network Management Devices
Network Testing
Print Servers
Network Security
Firewalls & VPN
Security Appliances
Security Tokens
Security Cameras & Surveillance
Proximity Cards & Readers
Security Cameras
Routers
Wireless Routers
Cable & Phone Routers
Router Modules and Accessories
Data Routers
Security Routers
SD-WAN
Switches
Ethernet Switches
Fiber Channel Switches
Modular Switches
Wireless Access Points
Indoor/Outdoor
Enterprise
Mesh
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Monitors
g. Monitors: These will include plug and play compatible monitors that are manufactured for the above systems and/or any other brand that may be specifically called for by the ordering entity and which meet the most current UL and OSHA requirements.
CDW•G’s product portfolio offers a variety of monitor solutions, including plug-and-play compatible monitors. Should the City of Mesa or any OMNIA Partners Participating Public Agency have specific UL or OSHA requirements to meet, we will work with you to determine the best products that meet your needs, requirements, and budget.
CDW•G understands that the right computer monitor or display can make all the difference. No matter the purpose, we get that a good monitor is important to you. CDW•G offers a wide range of monitor and display types with response times of less than 2 ms and 4k resolution. Plus, we partner with all the top monitor brands, including Acer, ASUS, HP, Lenovo, LG, MSI, ViewSonic, and many more.
Computer Monitors
Computer monitors are an integral part of any setup. For design and media-specific industries, high-resolution monitors are a must and need to be paired with an adequate graphics card.
Other display solutions, such as business computer monitors, are capable of standard office tasks such as word processing or web browsing. No matter what you need a display for, CDW•G has a large selection of computer monitors from industry-leading brands and manufacturers. We are committed to working with you to determine what suits your needs.
Large Format Displays
One of the most powerful tools for a modern business is the implementation of large-format displays. Everything from adaptive menus to digital signage and anything in between can quickly be displayed or adjusted on these large screens. Devices such as smart boards have changed the educational landscape and make lessons and presentations more accessible and diverse than ever before. For advertising, these displays save money and significantly reduce paper waste and the City of Mesa and OMNIA Partners Participating Public Agencies’ environmental footprint.
Monitor Accessories
CDW•G experts can help the City of Mesa and OMNIA Partners Participating Public Agencies determine which accessories will work best for you and how they can improve your setup.
Monitor accessories like mounts or privacy screens allow you to maximize productivity in any location. Other accessories like specific cables or adapters work to ensure any device can interface and work with any monitor.
Projectors
In addition to a large selection of monitors and accessories, CDW•G also offers projectors.