Vallejo City Council
May 23, 2023

Introduction
Overview
On January 28, 1992, the City of Vallejo (the “City”) City Council (the “Council”), adopted Resolution No. 92-46 N.C. approving the Engineer’s Report, confirming diagram and assessment, ordering improvements and formation of the “Sky Valley Maintenance Assessment District.” The City originally formed the Sky Valley Maintenance Assessment District to pay for certain public improvements, including but not limited to, storm water management, street system maintenance, open space maintenance, landscape maintenance, and geotechnical monitoring and maintenance.

On October 6, 1998, the Council by Resolution No. 98-373 approved the Engineer’s Report for the levy and collection of an increased assessment within the District for Fiscal year 1999-2000. Prior to the adoption of the annua l assessments and Engi neer’s Report, the City Council conducted mailed ballot proceedings in accordance with the requirements of the California Constitution Article XIIID. In addition to the property owner balloting for the assessments, the name of the District was changed from the “Sky Valley Maintenance Assessment District” to the “Hiddenbrooke Maintenance District” or “HMD” to reflect the name change of the former Sky Valley develo pment. The approved Report identified the special benefits received by property within the HMD, addressed public and general benefits as required by Article XIIID and established the maximum assessment rate and the application of that rate to the various land uses within the District.

Prior to Fiscal Year 2000-2001, the property owners within the District requested the City maintain additional improvements including a “Welcome Center” and a Passive Park within the development. A second majority protest ballot proceeding for an increased maximum assessment and inflationary formula resulting from the addition of the Welcome Center and Passive Park was conducted. The tabulation of ballots returned indicated 100% approval of the new ma ximum assessment of $509.00 per Equivalent Dwelling Unit (Equivalent Benefit Unit) including an annual inflationary adjustment based on the annual percentage change in the Consumer Price Index (CPI). On February 15, 2000 the Council, by Resolution No. 00-72, approv ed a supplemental Report that added the maintenance of the additional improvements and established the maximum assessment rate and formula for the District.

In Fiscal Year 2002-2003, property owners within the Hiddenbrooke Maintenance District asked the City to reconstruct the District budget and assessment methodology to simplify the budgeting of expenditures and revenues, and to develop a more equitable methodology. The reconstruction resulted in the following changes:

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

1. The assessment methodology was changed to simplify the calculation of the annual levy and to reduce the potential for future errors. The trigger for property development status has changed from building permit issuance to development status according to the County of Solano Secured Roll as of January 1st of the fiscal year prior to the upcoming fiscal year in which the levy will take place. For example, development status according to the County secured roll as of January 1, 2003 would be used for the Fiscal Ye ar 2003-2004 levy. Previously, the trigger date was based on the issuance of a building permit by March 1st of the fiscal year prior to the upcoming fiscal year in which the levy would have taken place.

2. An increased Maximum Assessment of $532.22 per Equivalent Dwelling Unit including an annual inflationary adjustment based on the annual percentage change in the Consumer Price Index (CPI) as calculated by the Bureau of Labor Statistics (BLS).

3. The Hiddenbrooke developer-funded reserv e balance was intended to be spent for improvements. It will now be set aside as a reserve fund based on the original agreement with the City of Vallejo.

4. The Golf Course Property, including the parcel that has the Golf Course Clubhouse situated upon it, is not included within the boundaries of the District and, accordingly, is not subject to assessment by the HMD.

A third majority protest ballot proceeding for the changes described above was conducted. The tabulation of ballots return ed indicated approval, and on July 22, 2003 the Council, by Resolution, approved an Engi neer’s Annual Levy Report that established the maximum assessment rate, formula and boundaries for the District.

In Fiscal Year 2004-2005, the City proposed to annex the Orchards development, at the south end of the original District, in order to provide funding for the operations and maintenance of improvements in this area. A fourth majority protest ballot proceeding for the annexation and maximum assessmen t of $534.88 per Equivalent Dwelling Unit including an annual inflationary adjustment based on the annual percentage change in the CPI. On June 8, 2004 the Council, by Resolution, approved a supplemental Report that annexed the Orchards development and esta blished the maximum assessment rate and formula.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Assessment Process
This Engineer’s Report ("Report") was prepared to establish the budgets for the continued capital improvement and services expenditures that would be funded by the proposed 2023-24 assessments, determine the benefits received from the lighting and landscaping maintenance and improvements by property within the HMD and the method of assessment apportionment to lots and parcel s within the HMD. This Report and the proposed assessments have been made pursuant to the provisions of Chapter 14.30 of the Vallejo Municipal Code, the Landscaping and Lighting Act of 1972, and Article XIIID of the California Constitution (the “Article”).

In each subsequent year for which the asse ssments will be continued, the Council must direct the preparation of an Engineer's Report, budgets and proposed assessments for the upcoming fiscal year. After the Engineer's Report is completed, the Council may preliminarily approve the Engineer's Report and proposed assessments and establish the date for a public hearing on the continuati on of the assessments. This Report was prepared pursuant to the direction of the Council.

If the Council approves this Engineer's Report and the continuation of the assessments by resolution, a notice of assessment levies must be published in a local paper at least 10 days prior to the date of the public hearing. The resolution preliminarily approving the Engineer's Report and establishing the date for a public hearing is used for this notice.

Following the minimum 10-day time period after publishing the notice, a public hearing is held for the purpose of allowing public testimony about the proposed continuation of the assessments. This hearing is currently scheduled for June 13, 2023. At this hearing, the Council will consider approval of a reso lution confirming the continuation of the assessments for fiscal year 2023-2024. If so confirmed and approved, the assessments would be submitted to the County Auditor/Co ntroller for inclusion on the property tax rolls for Fiscal Year 2023-2024.

Engineer’s Report
SCI Consulting Group has been retained by the City as the Assessment Engineer for this Assessment since 2011-2012. Language taken fr om the previous Engi neer's Report is shown in Times New Roman, 10 pt. Font.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Plans & Specifications
The work and improvements (the “Improvements”) are proposed to be undertaken by the City of Vallejo Hiddenbrooke Maintenance District and the cost thereof paid from the levy of the annual assessment provide special benefit to Assessor Parcels within the District as defined in the Method of Assessm ent herein. The improvements that may be provided to properties within or adjacent to the District may include any or all of the improvements described under Section 14.30. 100 of the Vallejo M unicipal Code. These improvements include, but are not limited to, the following services:
 Storm water management
 Street system maintenance
 Open space maintenance
 Trail maintenance
 Landscape and appurtenant facilities maintenance
 Tree maintenance
 Geotechnical monitoring and maintenance
 Welcome Center operation and maintenance
 Waterfall maintenance
 Monument maintenance
 Passive park maintenance
Installation, maintenance and servicing of public facilities, and incidental expenses, including but not limited to, street lights, pub lic lighting facilities, landscaping, sprinkler systems, statuary, fountains, other ornament al structures and facilities, landscape corridors, ground cover, shrubs and trees, str eet frontages, drainage systems, fencing, entry monuments, graffiti removal and repainting, and labor, materials, supplies, utilities and equipment, as applicable, for property ow ned and maintained by the City of Vallejo.

Any plans and specifications for these improvements will be filed with the Public Works Director of the City of Vallejo and are incorporated herein by reference.

Installation means the construction of lighting and landscaping improvements, including, but not limited to: land preparation, such as grading, leveling, cutting and filling, sod, landscaping, irrigation systems, sidewalks and drainage and lights.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Maintenance means the furnishing of servic es and materials for the ordinary and usual maintenance, operation and servicing of any improvement, including repair, removal or replacement of all or any part of any improvement; providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury; the removal of trimmings, rubbish, debris, and other solid waste, and the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti.

Servicing means the furnishing of electric current or energy for the operation or lighting of any improvements, and water for irrigation of any landscaping or the maintenance of any other improvements.

Incidental expenses include all of the following: (a) The costs of preparation of the report, including plans, specifications, estimates, diagram, and assessment; (b) the costs of printing, advertising, and the giving of published, posted, and mailed notices; (c) compensation payable to the County for colle ction of assessments; (d) compensation of any engineer or attorney employed to rende r services in proceedings pursuant to this part; (e) any other expenses incidental to th e construction, installation, or maintenance and servicing of the Improvements; (f) any expenses incidental to the issuance of bonds or notes pursuant to Streets & Highways Co de Section 22662.5; and (g) costs associated with any elections held for the approval of a new or increased assessment. (Streets & Highways Code §22526).

The assessment proceeds will be exclusively used for Improvements within the Assessment District plus Incidental expenses.

The improvements provided through the District are essentially monitoring and maintenance services. The plans and specific ations for the work consist of schematic maps, letters, agreements, conditions, cost estimates and related documents which describe the nature and scope of the moni toring and maintenance activities to be performed. These documents include but are not limited to the following:

1. Map entitled Hiddenbrooke Nature Trail by Phillippi Engineering, Inc. dated March 1997 as amended

2. Agreement dated February 2, 1989 concerning mitigation measures relating to Storm Drainage and Water Supply between Sky Valley Company and the City of Benicia

3. Letter from Greater Vallejo Recreation District (GVRD) to the City of Vallejo dated February 24, 1997 regarding Sky Valley Maintenance Assessment District

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

4. HMD summary of budgets with attachments prepared by the City of Vallejo dated May 19, 1997

5. HMD estimated budget for year 0 to 15 (build out) prepared by the City of Vallejo dated June 1997

6. Landscape maintenance specification for public streets in the HMD

7. Portions of the Hiddenbrooke Specific Plan, as amended, which contains maintenance specifications and criteria

8. Hiddenbrooke Parkway Welcome Center Services Agreement

9. Letter in regard to Solicitor’s Opinion that Hiddenbrooke Golf Course will fund its own landslide repair improvements
The foregoing documents are available for review in the office of the City Engineer and are incorporated herein by reference.

General Definitions
The terms hereinafter set forth have the following meanings in this Report and have been maintained, verbatim from the previous Engineer’s Report:
“Acreage” means the gross acreage of any Assessor’s Parcel of real property in the HMD calculated to two (2) decimal places, without any deduction for any intrusions or limitations of usage, including but not limited to, easements , public or private rights of way, utility installment or parking area improvements. The acreage of each Assessor’s Parcel shall be as determined by the City Engineer. The City Engineer may rely upon a certification or certifications of one or more licensed civil engineers (or such other documentation as the City Engineer deems appropriate in the circum stances) in making the determination as to the acreage of any specific Assessor’s Parcel.

“Assessor’s Parcel” means a lot or parcel shown in an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number (APN).

“Assessor’s Parcel Map” means an official map of the County Assessor of the County of Solano designating parcels by Assessor’s Parcel Number.

“Commercial Property” or “COM” means Developed Property used for commercial or industrial purposes other than property assigned to Land Use Designations SFR, SFV, MFR, MFV, CMV, SPC or EXE. This land use has improvement value according to the Solano County Secured roll. This land use type is assessed at 1.00 EBU per every 3,000 square feet of building square footage or portion thereof.

“Developed Property” means all Assessors’ parcels within the Hiddenbrooke Maintenance Assessment District for which pa rcel data, from the most current Solano City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

County Secured Roll available as of January 1 of the calendar year in which the Report is being prepared, shows improvement value on that property.

“Equivalent Benefit Unit” or “EBU” means a basic measurement unit of benefit. A parcel with the SFR designation consists of one (1) EBU and is the baseline measure of benefit to which all other land use designations are compared within the HMD. EBUs are rounded to two (2) decimal places.

“Exempt Property” or “EXE” is a land use designation that identifies properties that are not assessed and are assigned 0.00 EBU. This land use classification may include, but is not limited to, lots or parcels identified as public streets and other roadways, dedicated public easements, open space areas and rights-of-way including greenbelts and parkways utility rights-of-way, common areas, sliver parcels and bifurcated lots or any other property that cannot be developed, park properties and other publicly owned properties that are part of the District improvements or that have little or no improvement value. These types of parcels are considered to receive incidental or no benefit from the improvements and are therefore exempted from assessment.

“Fiscal Year” is the City’s fiscal year beginning July 1 and ending June 30.

“Golf Course Property” means any property planned under the Specific Plan to be used as a golf course and related or appurtenant facilities and improvements, including but not limited to a driving range and a clubhouse, which property is not assessed within the HMD.

“HMD” is the abbreviation for Hiddenbrooke Maintenance District.

“Hotel” or “HOT” means a structure or structures including Hotel Rooms and related facilities (including but not limited to restau rants and food service facilities, conference rooms and meeting halls) (i) operated for the accommodation of transient guests and including any hotel as defined in the California Civil Code or (ii) operated as a condominium hotel in accordance with the Specific Area Plan. This land use is assessed

0.15 EBU per Hotel Room on a developed lodging use-related parcel and 0.12 EBU per Hotel Room on an undeveloped, planned lodging use-related parcel.

“Hotel Room” means each individual condominium unit or room within a Hotel designed to provide accommodations for transient guests or other occupants of the Hotel.

“Improvement” means one or any combination of the following: (i) maintenance of regional park land, (ii) maintenance of parks and parkways, (iii) maintenance of open space, (iv) maintenance of streets (v) operation and maintenance of a welcome center (vi) provision of flood control and storm protection services, (vii) related facilities, along with appurtenances and appurtenant work deemed necessary for provision of services and maintenance and (viii) incidental expenses related thereto.

“Multi-Family Residential” or “MFR” means Developed Property and is defined as a fully subdivided and developed residential parcel that has more than one residential unit developed on the property and has improvement value according to the Solano County Secured Roll data. This land use is assessed 0.90 EBU per dwelling unit.

“Parcel” refers to an individual property assigned its own Assessment Number (Assessor’s Parcel Number—APN) by the Solano County Assessor’s Office. The Solano County Auditor/Controller uses Assessment Numbers and specific District Fund Numbers, to identify on the tax roll, properties assessed for special district benefit assessments.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

“Planned Lot” is a land use defined as any property not subdivided with a specific number of proposed residential lots or dwelling units to be developed on the parcel where a final map has been recorded for the parcel.

“Publicly Owned Property” means any land within the Hiddenbrooke Maintenance Assessment District (i) conveyed or irrevocably offered for dedication to a public agency, (ii) which is encumbered by easements for the benefit of public entities or utilities which make impractical utilization of the real property for other than the purpose set forth in the easement.

“Single-Family Residential” or “SFR” means Developed Property and is defined as a fully subdivided and developed attached or detached residential, single-family property site with improvement value according to the Solano County Secured Roll data. This land use is assessed 1.00 EBU per lot or parcel. This is the base value that all other land use types are compared and weighted against (i.e. Equivalent Benefit Unit or EBU.)

“Situs” means the property location address.

“Special Designation Property” or “SPC” is a land use designation factor defining undeveloped property that has more than one type of planned land use associated with it.

A common example of such a property is one in which the property includes planned, unsubdivided single-family residential lots and planned commercial structural development. This land use is assessed at 0.60 EBU per planned SFV lot and 0.60 EBU per 3,000 square feet (or portion thereof) of planned commercial building square footage.

This category also includes undeveloped property that has been subdivided but on which construction has not yet begun.

“Specific Plan” means Hiddenbrooke Specific Plan adopted by the City Council on September 15, 1987 amended September 26, 1995.

“Undeveloped Commercial Property” or “CMV” means Undeveloped Property zoned exclusively for commercial or industrial purposes other than property assigned to Land Use Designations SFR, SFV, MFR, MFV, COM, SPC or EXE. This land use has no improvement value according to the Solano County Secured roll. This land use type is assessed at 1.50 EBU per acre. Parcels less than 1 acre in this category are assigned a minimum of 1.50 EBU. Parcels over 50 acres are assigned a maximum of 75.00 EBU.

“Undeveloped Multi-Family Residential” or “MFV” means Undeveloped Property that is an undeveloped residential, multi-family parcel without improvement value according to the Solano County Secured Roll data an d includes a specific number of proposed dwelling units to be developed on the parcel (defined as a Planned Lot). This land use is assessed 0.60 EBU per proposed dwelling unit.

“Undeveloped Property” means all Assessor’s parcels within the Hiddenbrooke Maintenance Assessment District for which pa rcel data, from the most current Solano County Secured Roll available as of January 1 of the calendar year in which the Report is being prepared, shows no improvement value on that property.

“Undeveloped Single-Family Residential” or “SFV” means Undeveloped Property and is defined as either 1) a fully subdivided yet undeveloped residential, single-family property lot or parcel without improvement value according to the Solano County Secured Roll data or 2) an unsubdivided, undevelope d residential, single-family parcel without improvement value according to the Solano County Secured Roll data which includes a specific number of proposed residential lots or dwelling units to be developed on the parcel City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

(defined as a Planned Lot). This land use is assessed 0.60 EBU per subdivided lot, per proposed residential lot, or per proposed dwelling unit.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Fiscal Year 2023-2024 Estimate of Cost and Budget
Cost Estimates
As defined in the Municipal Code, the cost estimates for the Improvements include the following:
a) The total costs for improvements to be made this fiscal year, being the total cost of constructing or installing all proposed improvements and of maintaining and servicing all existing and proposed improvements, including incidental expenses. This may include an operating reserve, which shall not reasonably exceed the estimated costs of maintenance and servicing to January of the fiscal year, or whenever the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. These estimated costs of maintenance and servicing typically include fixed landscape, open space and infrastructure it ems, as well as water, electricity and telephone utility items. The operating reserve fund can also be used to offset any unforeseen expenses during a given fiscal year, including, but not limited to, emergency repairs.
b) The amount of any surplus or deficit in the improvement fund to be carried over from the previous fiscal year
c) The amount of any contributions to be made from sources other than assessments levied pursuant to this part
d) The amount of the annual installment for the fiscal year Specifically, the budget includes, but is not limited to the following items:

Landscape Maintenance Contract – The landsca ping contract is renewed annually and includes Landscape Maintenance, Open Sp ace Management, Trail Maintenance, Tree Maintenance, Irrigation System Repairs, Waterfall Maintenance and Monuments as detailed below. Fiscal Year 2016-2017 the Landscape Maintenance Contract was put out to bid and awarded, as a result the costs for Landscape Maintenance services increased.

Landscape Maintenance - The ornamental landscape of Hiddenbrooke Parkway, Tot-lot on Bennington Drive Park and numerous irrigated landscape areas make up the maintenance component. The park is approximately one acre in size and has a mixture of lawn, paved areas and resting areas. A portion of the park (Parcel I) will remain in a natural state consistent with the mitigation measures for the Hiddenbrooke development.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Open Space Management – Open space mana gement is overseen by the City. Fire prevention is included within the landscape maintenance contract. Adverse soil surface irregularities are repaired and funded by the Developer Deposit Fund. This Fund was a condition of development for any repairs of the open space.

Trail Maintenance – The City manages the trail maintenance service. Trail maintenance is scheduled annually through the maintenance contract.

Tree Maintenance – Tree pruning and care will be performed on a rotating schedule as necessary to keep trees healthy, maintain the urban canopy and avoid unexpected tree limb breakage. An occasional tree replacement is also covered by this budget line but a large number or replacements would be included in the Rehabilitation Reserves budget.

Irrigation Systems Repairs – This budget item provides for the ongoing maintenance and repair of the existing irrigation system to ensure that it is properly functioning at all times.

As the systems age, larger scale preventative replacements and upgrading to systems that provide more efficient use of water may be done.

Waterfall Maintenance Contract - Beginning 2015-16 the waterfall maintenance contract is a part of the landscape maintenance contract.

Monuments – This budget item provides for the ongoing maintenance of monument landscape and irrigation throughout the district.

Salaries and Benefits – Staff time devoted to managing and inspecting Districts. The Public Works LMD reimbursement is proportionally spread amongst twenty-seven (27) Districts based on each District’s budgeted direct and maintenance expense, inspections as a percentage of total costs in these categori es for all Districts. Inspection costs are budgeted directly to the District as Field Inspection based on the historical and projected time spent in the inspection efforts.

Services & Supplies - Vehicles, supplies and services devoted to managing and inspecting Districts.

Capital Projects – This item includes major repairs or capital improvement projects.

Landscape Rehabilitation & Vandalism — Lands cape Rehabilitation includes landscape projects, which significantly benefit and upgrade HMD. These cost reflect only a proportional share of the entire cost of the project and are noted because the amount of design, planning, coordination and execution. This budget item represents a cost which has been identified by the city as ab ove normal routine landscape maintenance inspection.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Vandalism - Includes repairs and rehabilitat ion that are generally unforeseen and not normally included in the yearly maintenance co ntract costs. This may include repair of damaged amenities due to vandalism, storms, frost, etc. These upgrades could include replacing plant materials and/or renovation of irrigation or lighting systems.

Utility – Includes the cost of water, electricity, and telephone. Amounts are budgeted based on historical usage and costs, considering published or projected rate increases for Vallejo Water, Vallejo Sanitation and PG&E. Water costs for the HMD include irrigation, the waterfall and the Welcome Center bathroom. Electricity costs include support for the irrigation systems, lights at the entry, Welcome Center lighting, and holiday tree lighting for the olive grove at the entry.

Utility Corridor Maintenance – All wet utilities come through the utility corridor and it is HMD’s emergency exit in the event Highway 80 closed. The utility corridor is maintained by the HMD and includes road surfacing and roadway improvements.

Welcome Center and Miscellaneous Repairs - The Welcome Center Agreement specifies the required expenses to staff the facility with “Greeters” and Security personnel and provide roving patrols as directed by the Hiddenbrooke Property Owners Association (HPOA), which has been charged with directing the activity/operations of the Welcome Center. The Agreement will be annually renewable, subject to the consent of the service provider and the City. An annual allowance is included in the general budget for touch up painting, security camera systems or other items necessary to operations of the Welcome Center. If for any reason the Welcome Center should no longer be funded or desired in the future, the HMD Developer Deposit Fund may be used to cover the cost of removal.

Napa County Street System Maintenance – Approximately ½ mile of the entrance roadway, Hiddenbrooke Parkway, is situated in Napa County. As a condition of the District development, maintenance of this portion of the road will not be undertaken by Napa County. The District can expect to request and receive a high level of street maintenance services, above what the City normally provides under the General Fund.

Storm Water Management – The District was mandated in the Conditions of Approval for runoff emptying into Lake Herman, the emergency back-up reservoir for the City of Benicia. This condition was initiated by the City of Benicia for water quality monitoring services, which is being provided by the Vallejo Sanitation and Flood Control District.

Professional Services – This is the estima ted cost to the Distri ct for the Assessment Engineer to prepare this report and to calculate and submit the assessments to the Solano County Auditor’s office.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

County Administrative Services – This is the amount charged by the County for the cost of processing and collecting the annual levy on the property tax billings and remitting funds to the City of Vallejo. It is based on the total levy.

Administration & Overhead – The cost allocati on of all particular departments and staff of the City, for providing general support, se rvices and operations related to the various districts, enterprises and accounts of the City.

Number of District Parcels: This is the num ber of assessable parcels within a particular district. This number does not include exempt or non-taxable parcels.

District Direct Cost: This is the sum total of the regularly budgeted direct costs for the District. The total direct costs include the budgeted expenses for: Maintenance, Water, Utilities, Vandalism/Natural Damage, and Sp ecial Maintenance/Services. The amount budgeted for Improvements/Rehabilitation reserve is not included in this dollar amount.

Geotechnical Monitoring/Maintenance – As a Condition of Approval the District is required to monitor slope stability. Funds are reserved to monitor slope movement, remove or repair landslides and any condition for which the District should require the services of a geologist or soil engineer. The Hiddenbrooke project was approved with Resolution 87-613 Tentative Map 88-10 (dated 1-19-1988) and Specific Area Plan (dated 1987). These documents require only a determin ation of the adequacy of the landslide repair but do not state to what degree of effort is needed.

Fund Balances
The HMD has its own improvement fund to be accounted for separately from all other City funds. All moneys representing special assessments, installment payments, contributions and annual interest earned and surplus/deficits from prior years’ expenses and revenues are deposited into this fund. The HMD divides the improvement fund into the following four (4) funds: the HMD Deve loper Deposit Fund, the HMD Rehabilitation Fund, the HMD Operating Reserve Fund, and the HMD Undesignated Reserve Fund.

Annual revenues that exceed the cost of a nnual operations will be deposited into the reserve funds to be used for future City Council approved projects and expenditures. City staff is currently working with the Hidd enbrooke HPOA’s HMD Advisory Committee to update the five (5) year Capital/Rehabilitation plan. The City can draw from the Rehabilitation Fund, as part of the improvement fund, only as necessary to cover the District improvements should the Undesignated Reserve Fund or current year budget be insufficient.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

HMD Developer Deposit Fund
The developers of Hiddenbrooke deposi ted $600,000 into the HMD Developer Deposit Fund during the 1999-2000 Fiscal Year for an y remediation work required within the Hiddenbrooke development or the Utility Corridor (UC) between Columbus Parkway and Hiddenbrooke. The fund will ensure the ability of the HMD to repair adverse land movement or impacts to improvements within the broader HMD areas and the Utility Corridor such as: debris flows, landslides, slope re-grading due to erosion or earth movement, Utility Corridor monitoring/maintenance or slope repair, and maintenance or resurfacing of the a/c village trail due to expansive soil.

The Utility Corridor links Hiddenbrooke with St John’s Mine Road and is the responsibility of the Hiddenbrooke development. The corridor has suffered erosive damage due to the annual discharge of precipitation storm wa ter from the Utility Corridor slopes and roadway. The UC lies within the Solano Land Trust Swett Ranch, formerly the PG & E properties and is entitled with a construction and maintenance easement which encumbers the UC. Approximately $168,000 has been spent since 2007 on engineers and consultants to develop a plan to remediate the corridor, but no actual work has been done.

The HMD Developer Deposit Fund balance can and does grow beyond the original $600,000 deposit. This deposit is subject to interest earnings. The City is allowed to invest this deposit in an interest bearing account and the resulting interest earnings are deposited directly to the HMD Developer Deposit Fund. The approximate interest earnings since the original deposit are represented in the Reserve Fund Information table located on the following pages.

HMD Rehabilitation Fund
The Rehabilitation Fund was originally designated for repairs to the Napa County Road, Debris Flow Cleaning, Slide Re-grading, and maintenance or slope repair of the Utility Corridor Access Road. In FY 2003-2004, the HMD Rehabilitation Fund was designated only for repairs to the Napa County portion of Hiddenbrooke Parkway and the other descriptive items were determined to be available for funding from the HMD Developer Deposit Fund. Beginning with FY 2010-2011, the purpose of the HMD Rehabilitation Fund has been expanded to include the Napa County Road section and all other renovation and rehabilitation to landscape and irrigation sy stems within the HMD; effectively anything that is not in the Open Space areas or Utility Access or Utility Easements in the hillsides.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

The City Public Works Department has established $1 million as the cap for the sum total of the HMD Developer Deposit Fund, adjusted by the percentage increase in the Consumer Price Index for All Urban Consumers (CPI-U), as distributed by the Bureau of Labor Statistics (BLS) for the Consolidated Me tropolitan Statistical Area (CMSA) covering San Francisco-Oakland-San Jose. The percentage increase will be from February 1 of the prior year to February 1 of the current year, or similar time period.

The adjusted Developer Deposit Fund cap for Fiscal Year 2023-2024 has been adjusted from $1,712,122 to $1,800,981 (5.19 Percent). In February 2023, this figure was adjusted accordingly to reflect the current percentage change in the Local CPI. According to the City Finance Department, the current total of the HMD Developer Deposit Fund has not reached this cap. The estimated FY 2022- 2023 ending balance for both Funds is $2,663,124, including the $860,796 Developer Deposit Fund and $1,802,328 Rehabilitation Fund.

The percentage change in the Local CPI that was applied to the Funds cap for Fiscal Year 2023-2024 is 5.30 Percent. Therefore, the cap for FY 2023-2024 is $1,896,433. The estimated FY 2023-2024 ending ba lance for both Funds, includi ng interest earnings, is $2,674,496. These figures are presented in the Reserve Fund Information table that follows this section.

HMD Operating Reserve Fund
The HMD Operating Reserve Fund provides for operating expenses through January of the fiscal year or until such time as the City receives its apportionment of special assessments from Solano County, whichever is later. It is also a fund that can be accessed should the District experience unforeseen damages or emergencies to improvements.

Based on City data regarding the District fund balance information, the estimated ending Operating Reserve Fund balance as of June 30, 2023 will be $370,137. The target Operating Reserve Fund balanc e for June 30, 2024 is based on 50% of the total costs or $370,137.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Description et 2023-24 Budget
Direct Costs
Landscape, Open Space & Infrastructure
Fixed
Landscape Maintenance Contract $136,475
Salaries & Benefits $116,501
Services & Supplies $14,196
District Upkeep
Capital Improvements $0
Landscape Rehabilitation / Vandalism $55,000
Utility
Water $95,142
Electricity $15,600
Telephone $2,000
Total Lanscape, Open Space & Infrastructure Costs $434,914 Utility Corridor Maintenance
$0
Total Direct Costs $434,914
Indirect Costs
Agreement & Easement Responsibilities
Welcome Center $243,075
Napa County Roadway (Street System) $0
VSFCD Storm Water Management $0
Misc. Repairs to Welcome Center Interior / Exterior $0
Professional Services $4,104
Administration & Overhead $53,687
County Administrative Services $7,210
General Fund Contribution
(Welcome Cntr, Napa Cnty Road, Trail) ($2,715)
Total Indirect Costs $305,361
Total Annual Direct and Indirect Costs $740,275
Reserve Fund Collection
Operating / Rehabilitation Reserve Fund
Annual Collection/(Transfer) ($19,248)
Developer Deposit Fund
Annual Collection/(Transfer) $0
Total Reserve Fund Collection / (Transfer) ($19,248)
Total Balance to Levy $721,027
District Statistics
Total Parcels 1,222
Total Parcels Levied 1,222
Total Equivalent Benefit Units 1,180.00
Proposed Levy per Benefit Unit $611.04
Maximum Levy per Benefit Unit $910.73
Total Assessment $721,027.20
City of Vallejo, Hiddenbrooke Maintenance District
Estimate of Cost
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Description Total
Reserve Funds Information
HMD Developer Deposit Fund
Estimated HMD Developer Deposit Fund Balance as of June 30, 2023 $860,796 Estimated Interest Earnings on Original Developer Deposit (FY23-24) $8,608 Estimated Developer Deposit Fund Collection/(Transfer) (FY23-24) $0 Estimated HMD Developer Deposit Fund Balance as of June 30, 2024 $869,404 HMD Rehabilitation Fund
Estimated HMD Rehabilitation Fund Balance as of June 30, 2023 $1,802,328 Estimated Interest Earnings on Rehabilitation Fund (FY23-24) $21,725 General Fund Contribution (Welcome Center, Trail, Napa County Road) $2,715 Estimated Rehabilitation Fund Collection/(Transfer) (FY 23-24) ($21,903) Estimated HMD Rehabilitation Fund Balance as of June 30, 2024 $1,804,865 Estimated HMD Rehabilitation and Developer Deposit Fund Balance as of June 30, 2023 $2,674,269
HMD Operating Reserve Fund
Estimated HMD Operating Reserve Fund Balance as of July 1, 2023 $370,137 Estimated Operating Reserve Transfer to Developer Deposit Fund (FY 23-24) $0 Estimated Operating Fund Collection/(Transfer) (FY 23-24) $0 Estimated HMD Operating Reserve Fund Balance as of June 30, 2024 $370,137 HMD Undesignated Reserve Fund
Estimated HMD Undesignated Reserve fund Balance as of July 1, 2023 $0 Estimated Undesignated Reserve Collection/(Transfer)
Estimated HMD Undesignated Reserve fund Balance as of June 30, 2024 $0 Estimated Total HMD Reserve Fund Balance as of June 30, 2024 $3,044,406 City of Vallejo
Hiddenbrooke Maintenance District, Reserve Fund Balances FY 2023-24 City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Method of Apportionment
Method of Apportionment
This section of the Engineer's Report explai ns the special and general benefits to be derived from the installation, maintenance and servicing of Improvements located throughout the District, and the methodology used to apportion the total assessment to properties within the District.

The District consists of all Assessor Parcels within the boundaries of Sky Valley Unit I, Sky Valley Unit II and Orchards development. The parcels include all privately or publicly owned parcels within said boundaries. The method used for apportioning the assessment is based upon the proportional special benefits to be derived by the properties in the District over and above general benefits conferred on real property or to the public at large. The apportionment of special benefit is a two-step process: the first step is to identify the types of special benefit arising from the improvements, and the second step is to allocate the assessments to property based on the estimated relative special benefit for each type of property.

Discussion of Benefit
In summary, the assessments can only be levied based on the special benefit to property.

This benefit is received by property over and above any general benefits. With reference to the requirements for assessments, Sectio n 22573 of the Landscaping and Lighting Act of 1972 states:
"The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in prop ortion to the estimated benefits to be received by each such lot or parcel from the improvements."

Proposition 218, which added Article XIIID of the California Constitution, provides as follows:
"No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel."

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Benefit categories have been established that represent the types of special benefit to residential, commercial, industrial and other lots and parcels resulting from the installation, maintenance and servicing lighting and landscaping improvements to be provided with the assessment proceeds. These categories of special benefit are summarized as follows:

A. Proximity to Improved Landscaped Areas and Other Public Improvements within the Assessment Districts.

B. Access to Improved landscaped areas and Other Public Improvements within the Assessment Districts.

C. Improved Views within the Assessment Districts.

D. Extension of a property’s outdoor areas and green spaces for properties within close proximity to the Improvements.

E. Creation of individual lots for re sidential and commercial use that, in absence of the assessments, would not have been created.

F. Drainage of water and runoff from property in the District.

G. Protection from flooding and st anding water due to the improved drainage systems.

Case law interpreting Proposition 218 provides enhanced clarity to the definitions of special benefits to properties in three distinct areas:
 Proximity
 Expanded or improved access
 Views
This case law also clarifies that a special benefit is a service or improvement that provides a direct advantage to a parcel and that indi rect or derivative advantages resulting from the overall public benefits from a service or improvement are general benefits. The case law also provides specific guidance that pa rk improvements are a direct advantage and special benefit to property that is proximate to a park that is improved by an assessment:

The characterization of a benefit may depend on whether the parcel receives a direct advantage from the improvement (e.g . proximity to a park) or receives an indirect, derivative advantage resulting from the overall public benefits of the improvement (e.g. general enhancement of the district’s property values).

Proximity, improved access and views, in addition to the other special benefits listed above further strengthen the basis of these assessments.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

General versus Special Benefit
In absence of the assessments, the Improvemen ts in the District would not be provided, so the Improvements are “over and above” what otherwise would be provided. Many of the parcels would not even exist if the a ssessments were not established because an assessment for the specific Improvements within the Districts was a condition of development approval.

All of the Assessment proceeds derived from the District will be utilized to fund the cost of providing a level of tangible “special benefits” in the form of landscaped parkways, landscaped medians, landscaped corridors, tr ail systems, drainage facilities, other Improvements and costs incidental to prov iding the Improvements and collecting the Assessments.

Although these Improvements may be available to the general public at large, the permanent public Improvements in the District were specifically designed, located and created to provide additional and improved public resources for the direct advantage of property inside the District, and not the public at large. Other properties that are either outside the District or within the District and not assessed, do not enjoy the unique proximity, access, views and other special benefit factors described previously.

Moreover, the homes in the District would not have been built if the Assessments were not established because an assessment fo r the Improvements was a condition of development approval.

Benefit Finding
In summary, real property located within the boundaries of the District distinctly and directly benefits from closer proximity, access and views of Improvements funded by the Assessments, the creation of developable parcels and the extension of usable land area provided by the assessments. The Improvem ents are specifically designed to serve properties in the District, not other properties or the public at large. The District has been narrowly drawn to include those parcels th at receive a direct advantage from the Improvements. The public at large and other properties outside the District receive only limited benefits from the Improvements because they do not have proximity, good access or views of the Improvements. These are specia l benefits to property in the District in much the same way that sewer and water facilities, sidewalks and paved streets enhance the utility and desirability of property and make them more functional to use, safer and easier to access.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Without the Assessments, the public improvements within the District would not be maintained and would turn into brown, unmaintained and unusable public improvements and public lands. If this happened, it would create a significant and material negative impact on the desirability, utility and value of property in the District. Most importantly, without the Assessments, the developed properties would not exist, because the subdivisions and development proposals would not have been approved. The Improvements are, therefore, clearly above what otherwise would be provided and the Improvements uniquely and specially benefit parcels in the District in a way that is not enjoyed by the general public or other property. We therefore conclude that all the Improvements funded by the Assessment ar e of special benefit to the identified benefiting properties located within the District and that the value of the special benefits from such Improvements to pr operty in the District reasonably exceeds the cost of the Assessments for every assessed parcel in the District. (In other words, as required by Proposition 218; the reasonable cost of the proportional special benefit conferred on each parcel reasonably exceeds the cost of the assessments.) Any general benefits to surrounding properties outside of the District, if there were any, are collateral and conferred concomitantly.

The Hiddenbrooke development has a single access/egress from Interstate 80. All of the improvements to be maintained within the development (with the exception of regional trail facilities which is 50% special benefit) have been constructed specifically for the benefit of the properties within the development and the maintenance of these improvements is by definition of special benefit to these properties. The location of a property within the District and its relative benefits from District improvements is addressed in the following:

Utility Corridor – With exception of routine maintenance or repair of the water line or forced main sanitary sewer line by the Water Division or Vallejo Sanitation & Flood Control District, all other appu rtenances within th e Slope Grading, Maintenance and Drainage Easement enclosing the Corridor are the responsibility of the HMD. The Corridor is consid ered the emergency access out of the development should a catastrophic event make Hiddenbrooke Parkway impassible. Any slope monitoring, remedial earthwork for slide repairs, concrete ditch cleaning or repair, storm drains or drop inlets, weed control, erosion control, pavement and roadway maintenance or resurfacing, road settlement, gates or fencing, etc, as identified, within the Sky Valley Offsite Utilities Improvement Plans is the responsibility of the HMD. Amounts budgeted but not spent in any fiscal year will be added to the HMD Rehabilitation Fund balance.

Debris Basins – V.M.C. Chapter 12.40.010 fo r Excavating, Grading and Filling required the elimination of hazards such as mudflows, erosion, flooding, etc. The Basins are designated for the safety of the residents residing in prone areas, should a flow event occur. Basins minimize th e loss of life and property to the Hiddenbrooke residents. The four (4) Basins are identified on the Sky Valley Phase 2 Record Drawing Grading Plans and are the responsibility of the HMD.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Storm Water Management - The monitoring of the lakes is of special benefit to all properties within the HMD. This spec ial benefit is independent of parcel location because all of the properties drain to the lakes.

Napa County Street System Maintenance - The maintenance of approximately ½ mile of the Hiddenbrooke Parkway (entrance roadway) is of special benefit to properties within the HM D because it is the sing le access/egress to the development. No gas tax is appropriated to the City of Vallejo for this section of roadway and the agreement with Napa County provides that Napa County will not pay for the maintenance of this street. Th erefore, the burden of maintaining this street falls upon the HMD. The benefit to the properties within the HMD is the satisfaction of this obligation. That po rtion of Hiddenbrooke Parkway that lies outside of the HMD boundaries and in Napa County is considered a general benefit. This general benefit is estimated to be 25% of the total maintenance costs and the City will make a contribution in the amount necessary to offset this general benefit cost. Amounts budgeted but not spent in any fiscal year will be added to the HMD Rehabilitation Fund balance.

Open Space Maintenance - The maintenance services to be performed on open space include fence repairs, fire access road repairs, erosion control, noxious weed control, sign repairs, fire breaks, ditch cleaning and associated staff costs. These services are of special benefit to the properties within the HMD in as much as they provide for property safety, preserve the natural tranquility and beauty of the Hiddenbrooke environment and provide recreational opportunities such as hiking and walking for the benefit of the residents and employees in the community.

Open space literally surround s the Hiddenbrooke development and is equally accessible to all properties within the HM D. Whether a property faces or backs up to open space is a matter of personal preference. The benefits of owning property next to open space (views, sere nity, direct access, etc.) are generally offset by the nuisance factors such as litter and increased foot traffic. Maintenance of firebreaks is of equal benefit to properties across the street as to those who back up to open space. The intense heat of wild fires causes them to jump streets as was seen in the Oakland Hills fire of 1991. Thus, the relative location of parcels within the HMD is seen not to impact the relative benefit received by the various properties.

Trail Maintenance - The trail system and trailhead are open and accessible to the general public as well as to the HMD property owners, but trail systems are predominately used by those who live n ear them and theref ore provide special benefits to local property owners. However, based on discussions with East Bay Regional Parks personnel, it has been determined that these trails may be used by residents of HMD and outsiders in equal numbers. Therefore, at present only 50% of the cost of trail maintenance has be en assessed to the properties within the HMD as special benefit. Cost estimates and allocation of special benefit may vary as the trail system and surrounding properties are developed. The reallocation of special benefit will be based on the locati on and extent of the trail system as it relates to the surrounding properties.

Landscape Maintenance - Parkway and neighborhood entrance maintenance services are of equal benefit to all properties within the HMD because all properties access the community via Hiddenbrooke Parkway. Landscaped areas and street trees are distributed throughout the development and provide equal environmental and aesthetic benefits to similar parcels. Although landscape improvements (by virtue of their location), may be visible to surrounding properties or to the public at large, an y benefit to surrounding properties is City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

incidental and cannot be considered a direct and special benefit to those properties. Therefore, it has been dete rmined that the landscape improvements associated with the District and the on going operation and maintenance of those improvements are clearly a direct and sp ecial benefit to properties within the District and provide no measurable general benefit to properties outside the District or to the public at large.

Geotechnical Monitoring & Maintenance - This service is not related to parcel location because areas subject to slides are within the open space parcels. Funds will be accumulated and applied as needed if and when an event occurs. In this sense, the funds are “insurance” for the benefit of all properties independent of location.

Welcome Center - The location of a property within the HMD relative to the Welcome Center is not considered to be a factor in determining special benefit because the Hiddenbrooke development has a single access and egress to and from Interstate 80. The Welcome Center is strategically located at the entrance to the HMD. The Welcome Center is of equal be nefit to all properties. The operation and maintenance of the Welcome Center will provide for a friendly point of access and departure to the HMD. A well-maintained center with a well-trained staff will be a significant asset to the HMD. The greeters and security personnel will provide directions to visitors and will keep a watch out for the safety of residents, businesses and their respective visitors and guests. A well-trained staff will be available to provide reasonable assistan ce to property owners in times of emergency.

However, it is also recognized that the Welcome Center will be of benefit to those members of the public who use the trail system. No specific data regarding the use of the HMD trails by persons from outside the HMD is currently available, but it is reasonable to gauge the use of the trail system by the general public on the size of the staging area. Based on a staging area that will accommodate 25 vehicles an estimated 50 trips per day will be made by the general public. It is estimated that at build out there will be 1,200 EBUs within the HMD. Assuming an ADT (average daily traffic) of 9.55 trips per day per EBU, the development will generate 9,770 vehicle trips per day. Visitors passing through the Welcome Center will generate 50/9,700 or approximately 0.5% of the total ADT. It is reasonable to say that 0.5% of the overall benefit derived from the additional improvements is “General Be nefit”. This benefit is not special to the owners of the HMD and may not be assessed. A contribution by the City in the amount of

0.5% of the total cost of maintaining the Welcome Center will be allocated as general benefit and not assessed to property owners within the HMD.

Passive Park - The location of property within the HMD is not considered to be of consequence in determining special benefit because the park is centrally located and easily accessible to all properties w ithin the HMD. Moreover, the increased benefit of owning property near to the park is generally offset by the nuisance factors such as litter and increased foot traffic that the park generates. A well maintained park is esthetically pleasing. It approves property appearance and will enhance the HMD community image. If the park is not well maintained it will have the opposite effect. The park will provide passive recreational opportunities such as walking and outdoor reading for the enjoyment and benefit of all residents and employees of the HMD.

Waterfall Maintenance - Waterfall maintenance services are of equal benefit to all properties within the HMD because all properties access the community via City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Hiddenbrooke Parkway and have visible access to the waterfall. The waterfall amenity provides equal environmental and aesthetic benefits to all parcels within the HMD.

Although waterfall improvements may be visible to surrounding properties or to the public at large, any benefit to surrounding properties is incidental and cannot be considered a direct and special benefit to those properties. Therefore, it has been determined that the waterfall improvements associated with the District and the ongoing operation and maintenance of those improvements are clearly a direct and special benefit to properties within the District and provide no measurable general benefit to properties outside the District or to the public at large.

Incidental Expenses - The incidental expenses associated with the various maintenance services provided are distributed in proportion to the foregoing and are therefore unrelated to parcel location.

General benefit is identified as that bene fit received by proper ties outside of the District. General benefit cannot be assessed to property within the District boundary. A summary of the general benefit contributions is illustrated in the following table.

Agency Description % of Budgeted Expenditures
City Street System Maintenance 25.0%
GVRD Trail Sys tem 50.0%
City Welcom e Center Cost 0.5%

The original determination of benefits to property and the method of special benefit apportionment to property were developed by Willdan Financial Services when the HMD was reconstructed in fiscal year 2002-2003. The descript ion of benefits and the determination and apportionment of benefits to property in this Report are consistent with the original benefit determination and apportionment. The original method of apportionment of assessment and other rele vant elements of the fiscal year 2002-2003 Engineer’s Report for the HMD are hereby incorporated by reference.

The maintenance and servicing of these improvements is also partially funded, directly and indirectly from other sources including City of Vallejo, the County of Solano and the State of California. This funding comes in the form of grants, development fees, special programs, and general funds, as well as direct maintenance and servicing of facilities (e.g. transportation facilities, other infrastructure, etc.) Finally, this funding from other sources more than compensates for general benefits, if any, received by the properties within the assessment districts.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Method of Assessment
The method of apportionment for the District calculates the receipt of special benefit from the respective improvements based on the actual or proposed land use of the parcels within the District. The net amount to be assessed upon parcels within the District is apportioned by a formula and method that fairly distributes the net amount to be assessed among all assessable parcels in proportion to the special benefits to be received by each parcel from the im provements. Additionally, in compliance with Article XIIID Section 4 of the State Constitution each parcel’s assessment does not exceed the reasonable cost of the proportional special benefit conferred to that parcel. The benefit formula used to determine the assessment obligation is therefore based upon both the improvements that benefit the parcels within the District as well as the proposed land use of each property as compared to other parcels that benefit from those specific improvements.

Equivalent Benefit Units
The special benefits received by each parcel within the District and each parcel’s proportional annual assessment is calculat ed on the basis of a formula known as Equivalent Benefit Units. The Equivalent Benefit Unit (EBU) method of apportionment establishes a proportional benefit relationship between the various parcels within the District and the improvements provided by th e District. The EBU assigned to each parcel utilizes a set formula and proportional weightin g factors based on the land use, size and development status of each parcel within th e District compared to other parcels within the District.

Equivalent Benefit Unit Application by Land Use

Developed Residential Land
In order to evaluate the special benefits received by the various types of land, it makes sense to look at the benefits received by reside ntial land because this is by far the largest category. The benefit received by residential land does not vary signific antly, if at all, in direct proportion to lot size. There is no di rect correlation or readily available dwelling density data by residential lot size that illustra te that larger lots su pport an increased (or decreased, for that matter) number of persons per dwelling unit. Therefore, all developed single-family residential lots or parcels receive an equal amount of special benefit from the improvements financed through the HMD and are deemed to receive 1.00 EBU.

All developed multi-family residential par cels are deemed to receive 0.90 EBU per dwelling unit. This is because density per dwelling unit figures for multi-family units in the City of Vallejo are approximately ten percent (10%) less than density figures for single- family homes. According to the Census 2000 data for the City of Vallejo obtained from the Association of Bay Area Governments (ABAG), the average household size of an owner- occupied unit in Vallejo is 2.99 persons. Th e average household size of a renter-occupied unit is 2.76. Assuming that most owner-occupied units are single-family residential homes and most renter-occupied units are multi-family dwelling units, there is an eight percent City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

(8%) difference in densities be tween single family and multi-family dwelling units. For ease of levy administration, the City has decided to round the percentage difference to ten percent (10%). Therefore, the EBU count for developed multi-family dwelling units is 0.90 EBU.

Developed Commercial Property
Commercial property, developed or undeveloped, does receive measurable special benefit from the improvements maintained through this District. Well-maintained improvements add aesthetic value to the property and enhance the desirability of the property, which may attract patrons and prospective buyers. For this District, a commercial or industrial parcel that has an improved commercial or industrial use structure receives 1.00 EBU of special benefit for every 3,000 square feet (or fraction thereof) of improved structure. For undeveloped commercial properties, the special benefit is identified as 0.60 EBU per 3,000 square feet (or fraction thereof) of planned improved structure.

Undeveloped Land
Public improvements within the HMD have been constructed throughout. The maintenance of these public improvements is of special benefit to all of the land in this planned community. Some land will be developed immediately, buildings will be constructed and families will move in. Other land may remain undeveloped, i.e. without buildings, for a number of years. There is a difference between special benefit received by developed and undeveloped land. When land is undeveloped or vacant, the special benefit received is less than that received by a developed parcel (one with a building). This is because only a minimum level of service is necessary in order to save the HMD improvements from degradation and destruction. For example, watering and weed control is necessary for plant survival along the Hiddenbrooke Parkway. Trails must be maintained or they will be lost.

There will be geotechnical costs for slope monitoring with or without development. A minimal effort to maintain open space incl uding trails will be necessary for marketing purposes. Firebreaks, on the other hand, are not necessary until structures are built. This minimum level of maintenance activity will be essential to property owners in order to market (sell) lots. The benefit for undeveloped residential land is considered to be 60 percent of developed single-family residential land. Therefore, undeveloped single-family residential land is considered to receive 0. 60 EBU per planned lot. After buildings are constructed and occupied, increased maintenance services will be required, e.g. increased litter removal, fire protection, trail maintenan ce, pruning, watering and weed abatement.

However, for improvements su ch as the Welcome Center, the benefit to developed and undeveloped lots is the same.

Exempt Property
Public property, which is maintained for the benefit of the properties within the HMD, does not benefit from these services. For exampl e, open space does no t benefit from the maintenance of open space. Sanitary and water pumping stations are for the benefit of the HMD properties. These facilities exist only to service the HMD. If the property does not develop then the facilities will be abandoned. In summary, there are no public agency parcels in the HMD which are perceived to benefit from the improvements.

Public open space does not benefit from the services provided by the HMD and is therefore not assessed. Services performed on the land such as fire abatement are for the protection of the developed private parcels. Open space that is held in public trust may not be transferred or sold for profit and as such do es not appreciate in value due to the HMD improvements. Open space maintenance se rvices are performed because of the development. If there were no development, then minimal maintenance of open space would be required. Any revenue or in-kind services afforded to the open space by grazing leases will be credited to future open space budgets.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

The Vallejo Sanitation and Flood Control District’s sanitary sewer and storm drain facilities and the City’s water system facilities are operated and maintained exclusively for the benefit of the Hiddenbrooke development. They exist only for the benefit of the Hiddenbrooke development and receive no special benefit from the HMD improvements.

The Golf Club Property wa s excluded from the HMD beca use they are responsible contractually for lake monitoring and cleaning, and for slide debris removal, resulting from slides within the open space onto the golf cour se. These services are to be performed by and at the sole discretion of the Golf Co urse Owners. The open space Golf Course properties do not benefit from the HMD improvements and consequently are not assessed.

As such, the Golf Course properties and appurtenant facilities cannot benefit from District funds, maintenance and improvements until su ch time as they are brought within the District by assessing the properties for its appropriate share of District costs.

Public streets, public avenues, public utilities, public lanes, public roads, public drives, public courts, public alleys, all public easements and rights of way do not benefit and have not been assessed. Public parks, greenbelts and parkways and all public school property, other public property, and designated open space are assessed only to the extent that they benefit as discussed above. The benefit r eceived by privately owne d common areas is considered as included in the assessment for the various dwelling units. Common areas have therefore been assigned zero EBUs.

Assessment Range Formula
Any new or increase in assessments require certain noticing and meeting requirements by law. Prior to the passage of Proposition 218, legislative changes in the Brown Act defined the definition of “new or increased assessment” to exclude certain conditions. These conditions included “any assessment that does not exceed an assessment formula or range of assessments previously adopted by the agency or approved by the voters in the area where the assessment is imposed.” This defi nition and conditions were later confirmed through SB919 (Proposition 218 implementing legislation).

The purpose of establishing an assessment range formula is to provide for reasonable increases and inflationary adjustment to annual assessments without requiring costly noticing and mailing procedures, which could add to the District costs and assessments.

Property owner balloting for the proposed District assessment in Fiscal Year 2003-2004 and 2004-2005 for Annexation 1 included the approval of an assessment range formula.

The assessment range formula shall be applied to all future assessments within the District.

Generally, if the proposed annual assessment (levy per unit or rate) for the current fiscal year is less than or equals the “Maximum Assessment” (“Adjusted Maximum Assessment”), then the proposed annual assessment is not considered an increased assessment. The Maximum Assessment is equa l to the initial Assessment approved by property owners adjusted annually by the following criteria:

1. In the Report prepared for ballot proceedings conducted in July 2003, the maximum amount of assessment levied per EBU for Fiscal Year 2003-04 was established at $532.22, with the exact amount to be levied in any gi ven year to be determined by the budget for that year. Beginning in the second fiscal year (Fiscal Year 2004-2005) and each fiscal year thereafter, the Maximum Asse ssment will be recalculated a nnually to adjust for the property owner approved inflation adjustment factor.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

2. The new adjusted Maximum Assessment fo r the year represents the prior year’s Maximum Assessment adjusted by the percenta ge increase in the Consumer Price Index for All Urban Consumers (CPI-U), as distributed by the Bureau of Labor Statistics (BLS) for the Consolidated Metropolitan Statisti cal Area (CMSA) covering San Francisco- Oakland-San Jose. The percentage increase will be from Feb 1 of the prior year to Feb 1 of the current year, or similar time period that is available when the Report is prepared.

3. The Maximum Assessment is adjusted each year independently from the annual assessment. While the actual amount assessed may fluctuate each year, the maximum will continue to be increased by CPI-U each year to establish the adjusted Maximum Assessment.

The Maximum Assessment is adjusted annually and is calculated independently of the District’s annual budget and proposed annual assessment. Any proposed annual assessment (rate per equivalent benefit unit) less than or equal to this Maximum Assessment is not considered an increased assessm ent, even if the proposed a ssessment is greater than the assessment applied in the prior fiscal year . The City Council may reduce or freeze the Maximum Assessment at any time by amending the Engineer’s Annual Report.

The Maximum Assessment adjustment is designed to establish a reasonable limit on District assessments. The Maximum Assessment calculated each year does not require or facilitate an increase to the annual assessment and neither does it restrict assessments to the adjustment maximum amount. If the budget and assessments for the fiscal year does not require an increase, or the increase is less than the adjusted Maximum Assessment, then the required budget and assessment may be applied without additional property owner balloting. If the budget and a ssessments calculated requires an increase greater than the adjusted Maximum Assessment then the assessment is considered an increased assessment.

To impose an increased assessment, the City Council must comply with the provisions of Article XIIID Section 4(c) of the California Constitution, which requires a public hearing and certain protest procedures including mailed notice of the public hearing and property owner protest balloting. Property owners through the balloting process must approve the proposed assessment increase. If the propos ed assessment is approved, then a new Maximum Assessment is established for the Di strict. If the proposed assessment is not approved, the City Council may not levy an assessment greater than the adjusted Maximum Assessment previously established for the District.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Estimated Benefit Units for Fiscal Year 2023-24
The following table summarizes the Equival ent Benefit Units for the various Land Use designations within HMD for Fiscal Year 2023-24.

EBUs per LAND USE DESIGNATION
Land Use Category
Land Use
Designation
Number of
Parcels
Dwelling Units
(Current &
Proposed)
Building
Sq Ft EBU Factor Total EBU
Single Family Residential SFR 1,113 1,113 N/A 1.00 1,113.00 Undeveloped Single Family
Residential SFV 108 108 N/A 0.60 64.80 Multi Family Residential MFR 0.00 0.00 N/A 0.90 0.00 Undeveloped Multi Family
Residential MFV 0.00 0.00 N/A 0.60 0.00 Commercial Property COM 0.00 0.00 0.00

1.00 EBU per 3,000
building sq ft 0.00
Undeveloped Commercial
Property CMV 0.00 0.00 0.00 0.50 EBU per acre 0.00
Developed Hotel Property HOT 0.00 0.00 N/A

0.15 EBU per
developed room and

0.12 EBU per
undeveloped room 0.00
Special Designation Property SPC 1 1 11,000

0.60 EBU per
proposed lot plus 0.60
EBU per 3,000
building sq ft 2.20

Duration of Assessment
It is proposed that the Assessment be levi ed for fiscal year 1992-93 and continued every year thereafter, so long as the Improvements need to be improved and maintained and the City of Vallejo requires funding from the Assessments for its Improvements in the HMD. As noted previously, the Assessment ca n continue to be levied annually after the City of Vallejo City Council approves an annually updated Engineer’s Report, budget for the Assessment, Improvements to be provided, and other specifics of the Assessment. In addition, the City Council must hold an annual public hearing to continue the Assessment.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Appeals and Interpretation
Any property owner who feels that the assessm ent levied on the subject property is in error as a result of incorrect information be ing used to apply the foregoing method of assessment, may file a written appeal with the Director of Public Works or her or his designee. Any such appeal is limited to correction of an assessment during the then current or, if before July 1, the upcoming fiscal year. Upon the filing of any such appeal, the Director of Public Works or his or her designee will promptly review the appeal and any information provided by the property owner. If the Director of Public Works or her or his designee finds that the assessment sh ould be modified, the appropriate changes shall be made to the assessment roll. If any such changes are approved after the assessment roll has been filed with the County for collection, the Director of Public Works or his or her designee is authorized to refund to the property owner the amount of any approved reduction. Any property owner who disagrees with the decision of the Director of Public Works or her or his designee, may refer their appeal to the City Council of the City of Vallejo and the decision of the City Council of the City of Vallejo shall be final.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Assessment
WHEREAS, the City of Vallejo City Council direct ed the undersigned Engineer of Work to prepare and file a report presenting an estima te of costs, a diagram for the District and an assessment of the estimated costs of the improvements upon all assessable parcels within the District, to which Resolution and the description of the Improvements therein contained, reference is hereby made for further particulars; NOW, THEREFORE, the undersigned, by virtue of the power vested in me under the Act and the order of the City Council of said City of Vallejo, hereby make the following assessment to cover the portion of the estimated cost of the improvements, and the costs and expenses incidental thereto to be paid by the District.

As required by the Act, an Assessment Diagram is hereto attached and made a part hereof showing the exterior boundaries of said District. The distinctive number of each parcel or lot of land in the District is its Assessor Parcel Number appearing on the Assessment Roll.

I do hereby assess and apportion the net amount of the cost and expenses of the improvements, including the costs and expenses incident thereto, upon the parcels and lots of land within the District, in accordance with the special benefits to be received by each parcel or lot, from the improvements, and more particularly set forth in the Cost Estimate and Method of Assessment hereto attached and by reference made a part hereof.

The assessment is subject to an annual adju stment tied to the Consumer Price Index-U for the San Francisco Bay Area as of February 1 of each succeeding year (the “CPI”). The maximum authorized assessment rate is equal to the maximum assessment rate approved by property owners fiscal year 2003-2004 adjusted annually by the change in the CPI.

The change in the CPI from February 2022 to February 2023 was 5.30%. Therefore, the maximum authorized assessment rate for fi scal year 2023-2024 is increased by 5.30% which equates to $910.73 per equivalent benefit unit. The estimate of cost and budget in the Engineer’s Report proposes assessmen ts for fiscal year 2023-2024 at the rate of $611.04, which is less than the maximum authorized assessment rate.

The assessment is made upon the parcels or lots of land within the District in proportion to the special benefits to be received by the parcels or lots of land, from the improvements.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Each parcel or lot of land is described in the Assessment Roll by reference to its parcel number as shown on the Assessor's Maps of the County of Solano for the fiscal year 2023- 2024. For a more particular description of the property, reference is hereby made to the deeds and maps on file and of record in the office of the County Recorder of the County.

I hereby place opposite the Assessor Parcel Number for each parcel or lot within the Assessment Roll, the amount of the assessm ent for the fiscal year 2023-2024 for each parcel or lot of land within the District.

Dated: April 7, 2023

Engineer of Work

By
John W. Bliss, License No. C052091

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Appendix A - 2023-2024 Assessment Roll
An Assessment Roll (a listing of all parcels assessed within the District and the amount of the assessment) will be filed with the City Clerk and is, by reference, made part of this report and is available for public inspection during normal office hours.

Each lot or parcel listed on the Assessment Ro ll is shown and illustrated on the latest County Assessor records and these records are, by reference made part of this report.

These records shall govern for all details concerning the description of the lots or parcels.

City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2023-2024

Appendix B - Assessment Diagram
The original Assessment Diagram and Annexation map of the Orchards development is on f i l e w i t h t h e C i t y C l e r k a n d , b y r e f e r e n c e , m a d e p a r t o f t h i s R e p o r t . T h e A s s e s s m e n t Diagrams are available for inspection at the Office of the City Clerk, during normal business hours. Reference is hereby made to such Diagrams, and they are incorporated herein by reference.

CONSENT CALENDAR 8.H.

DATE: May 23, 2023
TO: Mayor and Members of the City Council
FROM: Naveed Ashraf, Chief Innovation Officer & IT Director SUBJECT: ADOPT A RESOLUTION AUTHORIZING AN INCREASE OF THE CDW GOVERNMENT LLC BLANKET PURCHASE ORDER FROM $800,000 TO $1.2 MILLION FOR FISCAL YEAR 2022-2023

RECOMMENDATION
Adopt a resolution authorizing an increase of the CDW Government blanket purchase order to $1.2 million for fiscal year 2022-2023.

REASONS FOR RECOMMENDATION
The City of Vallejo utilizes CDWG as its primary vendor for City-wide technology-related purchases. The current fiscal year (FY-22-2023) with two months to go, the blanket purchase order approved by the city council on June 14, 2022 for $800,000 has reached its limit. It is necessary to increase the blanket purchase order in order to continue to purchase Information Technology equipment for the remaining two months for the fiscal year 2022-2023.

BACKGROUND AND DISCUSSION
The City of Vallejo utilizes various vendors for as-needed equipment, supplies, and goods required for the daily operation of its Departments and Divisions and staff have identified several vendors with competitive pricing on goods, supplies and equipment used throughout the year in daily operations. The City of Vallejo utilizes CDWG as their primary vendor for city-wide technology-related purchases. CDWG is a member of the General Services Administration (GSA), a nationally negotiated contract. The "piggybacked" method allows the city of Vallejo to use the nationally negotiated contract and create a blanket purchase order.

The current blanket purchase order of $800,000 for CDWG has reached its limit and with two months remaining in this fiscal year, there is a need to increase the blanket purchase order to $1,2000,000 in order to continue to make purchases with our current vendor.

FISCAL IMPACT
There is no fiscal impact on the general fund as these are budgeted items.

ENVIRONMENTAL REVIEW
This action is exempt from the California Environmental Quality Act (CEQA) because it is not a project which has a potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment, pursuant to CEQA Guideline section 15378.

ATTACHMENTS

1. CDWG-RESO-FY-22-2023_CAO Stamp

2. CDWG-GSA-2027

Date: May 23, 2023
Subject: ADOPT A RESOLUTION AUTHORIZING AN INCREASE OF THE CDW GOVERNMENT LLC BLANKET PURCHASE ORDER FROM $800,000 TO $1.2 MILLION FOR FISCAL YEAR 2022-2023

CONTACT
Naveed Ashraf, Chief Innovation Officer & IT Director (707) 648-5200 [email protected]

RESOLUTION NO. 23-_____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VALLEJO AUTHORIZING AN

INCREASE OF THE CDW GOVERNMENT LLC BLANKET PURCHASE ORDER FROM $800,000 TO $1,200,000 FOR FY 2022-23
WHEREAS, the City of Vallejo utilizes various vendors for as-needed equipment, supplies, and goods required for the daily operation of its Departments and Divisions and staff have identified several vendors with competitive pricing on goods, supplies and equipment used throughout the year in daily operations; and
WHEREAS, City of Vallejo uses CDW Government LLC (CDWG) as its primary vendor for City- wide technology purchases; and
WHEREAS, the purchases of said items will be done in compliance with Vallejo Municipal Code, including such that purchases and agreements in excess of $100,000 are required to be authorized by City Council; and
WHEREAS, a blanket purchase order increase is requested for the following vendor:

Vendor Amount Existing Contract Type
CDW Government LLC $1,200,000
General Services Administration (GSA)
Contract

NOW, THEREFORE BE IT RESOLVED that the City Council hereby authorizes the increase of the CDW Government LLC blanket purchase order to $1,200,000 for the 2022-2023 fiscal year and authorizing the City Manager execute purchase orders thereto.

Adopted by the City Council of the City of Vallejo at a regular meeting held on May,23 2023 with the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
______________________________________
ROBERT H. MCCONNELL, MAYOR
ATTEST:

______________________________________
DAWN G. ABRAHAMSON, CITY CLERK
CDW Government, LLC
230 N. Milwaukee Ave. Vernon Hills, IL 60061
1-800-808-4239
www.cdwg.com/gsa

General Services Administration
Federal Acquisition Service
Contract Number: 47QTCA18D004K
Period Covered by Contract:

December 22, 2017 through December 21, 2027
Through Modification 0119
Products and ordering information in this Authorized FSS Information Technology Schedule Pricelist are also available on the GSA Advantage! System. Agencies can browse GSA Advantage! By accessing the Federal Supply Service’s Home Page via the Internet at http://www.fss.gsa.gov/

AUTHORIZED

INFORMATION TECHNOLOGY SCHEDULE PRICELIST

GENERAL PURPOSE COMMERCIAL INFORMATION TECHNOLOGY EQUIPMENT,

SOFTWARE AND PROFESSIONAL SERVICES

Special Item No. 33411 Purchase of Equipment
Special Item No. 811212 Maintenance, Repair Service and Repair Parts/Spare Parts Special Item No. 511210 Term Software Licenses
Special Item No. 511210 Perpetual Software Licenses
Special Item No. 518210C Cloud Computing and Cloud Related IT Professional Services Special Item No. 54151HACS Highly Adaptive Cyber Security Services (HACS) Special Item No. 54151S IT Professional Services Special Item No. 54151HEAL Health IT Services
Special Item No. OLM Order Level Materials
Special Item No. 611420 Computer Training

SIN 33411 PURCHASE OF EQUIPMENT

FSC CLASS 7010 - SYSTEM CONFIGURATION
End User Computers/Desktop Computers
Professional Workstations
Servers
Laptop/Portable/Notebook Computers
Large Scale Computers
Optical and Imaging Systems
Other Systems Configuration Equipment, Not Elsewhere Classified FSC CLASS 7025 - INPUT/OUTPUT AND STORAGE DEVICES
Printers
Display
Graphics, including Video Graphics, Light Pens, Digitizers, Scanners, and Touch Screens Network Equipment
Other Communications Equipment
Optical Recognition Input/Output Devices
Storage Devices including Magnetic Storage, Magnetic Tape Storage and Optical Disk Storage Other Input/Output and Storage Devices, Not Elsewhere Classified

FSC CLASS 7035 - ADP SUPPORT EQUIPMENT
ADP Support Equipment
FSC Class 7042 - MINI AND MICRO COMPUTER CONTROL DEVICES Microcomputer Control Devices
Telephone Answering and Voice Messaging Systems
FSC CLASS 7050 - ADP COMPONENTS
ADP Boards
FSC CLASS 5995 - CABLE, CORD, AND WIRE ASSEMBLIES: COMMUNICATIONS EQUIPMENT Communications Equipment Cables
FSC CLASS 6015 - FIBER OPTIC CABLES
Fiber Optic Cables
FSC CLASS 6020 - FIBER OPTIC CABLE ASSEMBLIES AND HARNESSES Fiber Optic Cable Assemblies and Harnesses

FSC CLASS 6145 - WIRE AND CABLE, ELECTRICAL
Coaxial Cables
FSC Class 5805 - TELEPHONE AND TELEGRAPH EQUIPMENT
Telephone Equipment
Audio and Video Teleconferencing Equipment
FSC CLASS 5810 - COMMUNICATIONS SECURITY EQUIPMENT AND COMPONENTS Communications Security Equipment
FSC CLASS 5815 - TELETYPE AND FACSIMILE EQUIPMENT
Facsimile Equipment (FAX)
FSC CLASS 5820 - RADIO AND TELEVISION COMMUNICATION EQUIPMENT, EXCEPT

AIRBORNE
Two-Way Radio Transmitters/Receivers/Antennas
Broadcast Band Radio Transmitters/Receivers/Antennas
Microwave Radio Equipment/Antennas and Waveguides
Satellite Communications Equipment
FSC CLASS 5821 - RADIO AND TELEVISION COMMUNICATION EQUIPMENT, AIRBORNE Airborne Radio Transmitters/Receivers
FSC CLASS 5825 - RADIO NAVIGATION EQUIPMENT, EXCEPT AIRBORNE Radio Navigation Equipment/Antennas
FSC CLASS 5826 - RADIO NAVIGATION EQUIPMENT, AIRBORNE Airborne Radio Navigation Equipment

FSC CLASS 5830 - INTERCOMMUNICATION AND PUBLIC ADDRESS SYSTEMS, EXCEPT

AIRBORNE
Pagers and Public Address Systems (wired and wireless transmissions, including background music systems)
FSC CLASS 5841 - RADAR EQUIPMENT, AIRBORNE
Airborne Radar Equipment
FSC CLASS 5895 - MISCELLANEOUS COMMUNICATION EQUIPMENT Miscellaneous Communications Equipment
- Special Physical, Visual, Speech, and Hearing Aid Equipment - Installation (FPDS Code N070) for Equipment Offered

NOTE: Installation must be incidental to, in conjunction with and in direct support of the products sold under SIN 33411 of this contract and cannot be purchased separately. If the construction, alteration or repair is segregable and exceeds $2,000, then the requirements of the Davis-Bacon Act apply. In applying the Davis-Bacon Act, ordering activities are required to incorporate wage rate determinations into orders, as applicable

SIN 811212 - MAINTENANCE OF EQUIPMENT, REPAIR SERVICE, AND REPAIR PARTS/SPARE PARTS (FPDS Code J070 - Maintenance and Repair Service) (Repair Parts/Spare Parts - See FSC Class for basic equipment)
- Maintenance
- Repair Service
- Repair Parts/Spare Parts
- Third Party Maintenance

SIN 511210 - SOFTWARE LICENSES
FSC CLASS 7030 - INFORMATION TECHNOLOGY SOFTWARE
Large Scale Computers
Operating System Software
Application Software
Electronic Commerce (EC) Software
Utility Software
Communications Software
Core Financial Management Software
Ancillary Financial Systems Software
Special Physical, Visual, Speech, and Hearing Aid Software Microcomputers
Operating System Software
Application Software
Electronic Commerce (EC) Software
Utility Software
Communications Software
Core Financial Management Software
Ancillary Financial Systems Software
Special Physical, Visual, Speech, and Hearing Aid Software

INFORMATION FOR ORDERING ACTIVITIES

APPLICABLE TO ALL SPECIAL ITEM NUMBERS

SPECIAL NOTICE TO AGENCIES: Small Business Participation SBA strongly supports the participation of small business concerns in the Federal Acquisition Service. To enhance Small Business Participation SBA policy allows agencies to include in their procurement base and goals, the dollar value of orders expected to be placed against the Federal Supply Schedules, and to report accomplishments against these goals.

For orders exceeding the micro purchase threshold, FAR 8.404 requires agencies to consider the catalogs/pricelists of at least three schedule contractors or consider reasonably available information by using the GSA Advantage! on-line shopping service (www.fss.gsa.gov). The catalogs/pricelists, GSA Advantage! and the Federal Acquisition Service Home Page (www.fss.gsa.gov) contain information on a broad array of products and services offered by small business concerns.

This information should be used as a tool to assist ordering activities in meeting or exceeding established small business goals. It should also be used as a tool to assist in including small, small disadvantaged, and women- owned small businesses among those considered when selecting pricelists for a best value determination.

For orders exceeding the micro purchase threshold, customers are to give preference to small business concerns when two or more items at the same delivered price will satisfy their requirement.

1. GEOGRAPHIC SCOPE OF CONTRACT:

Domestic delivery is delivery within the 48 contiguous states, Alaska, Hawaii, Puerto Rico, Washington, DC, and U.S. Territories. Domestic delivery also includes a port or consolidation point, within the aforementioned areas, for orders received from overseas activities.

Overseas delivery is delivery to points outside of the 48 contiguous states, Washington, DC, Alaska, Hawaii, Puerto Rico, and U.S. Territories.

Offerors are requested to check one of the following boxes:
[ ] The Geographic Scope of Contract will be domestic and overseas delivery. [ ] The Geographic Scope of Contract will be overseas delivery only. [X] The Geographic Scope of Contract will be domestic delivery only

2. CONTRACTOR’S ORDERING ADDRESS AND PAYMENT INFORMATION:

Ordering Information Payment Information
CDW Government LLC. CDW Government LLC.
230 N. Milwaukee Ave. 75 Remittance Drive, Suite 1515
Vernon Hills, IL 60061 Chicago, Il 60675-1515
CDW-G accepts credit cards for payments for oral or written delivery orders. Credit cards will be acceptable for payment above the micro-purchase threshold. In addition, bank account information for wire transfer payments will be shown on the invoice. The following telephone number(s) can be used by ordering activities to obtain technical and/or ordering assistance:
1-800-808-4239

3. LIABILITY FOR INJURY OR DAMAGE
CDW-G shall not be liable for any injury to ordering activity personnel or damage to ordering activity property arising from the use of equipment maintained by CDW-G, unless such injury or damage is due to the fault or negligence of CDW-G.

4. STASTICAL DATA FOR GOVERNMENT ORDERING OFFICE COMPLETION OF STANDARD FORM 279:

Block 9: G. Order/Modification Under Federal Schedule TBD at time of order Block 16: Data Universal Numbering System (DUNS) Number: 026-15-7235 Block 30: Type of Contractor –C. Large Business
Block 31: Woman-Owned Small Business - No
Block 36: Contractor's Taxpayer Identification Number (TIN): 36-4230110 4a. CAGE Code: 1KH72
4b. Contractor has registered with SAM.gov.

5. FOB DESTINATION
For both Hardware and Software, the F.O.B. point is destination for all locations within the 48 contiguous states and the District of Columbia. (Expedited delivery is F.O.B. origin.)

For overseas locations and Alaska, Hawaii and the U.S. territories and commonwealths, the F.O.B. point is destination to the port of embarkation within the continental U.S. or F.O.B. origin if CDW-G is required to effect shipment direct to locations outside the continental United States (OCONUS).

All CONUS shipments shall be made F.O.B. destination. Delivery for all APO/FPO locations shall be made F.O.B. destination to the APO/FPO shipping point or a designated CONUS U.S. Government forwarder. To ensure accurate and timely shipping CDW-G requests an English-speaking contact for all APO orders.

Note: When ordering for overseas purchases, be sure to include the following information to speed the delivery process:

1) Name of individual to contact for order questions/clarifications within the United States 2) Customer commercial phone number, with country and city code, 3) Customer facsimile number,
4) Voltage requirements (110V or 220V),
5) Identify host system (manufacturer and model) when ordering software or peripherals.

6. DELIVERY SCHEDULE
a. Time of Delivery: CDW-G shall deliver to destination 30 days after receipt of order for special item numbers 33411 and 511210 utilizing CDW-G’s cheapest shipment method regarding order destination at the time of order. For credit approved orders CDW-G ships greater than 90% of all “in-stock” items same day.
b. URGENT REQUIREMENTS: When the Federal Supply Schedule contract delivery period does not meet the bona fide urgent delivery requirements of an ordering activity, ordering activities are encouraged, if
time permits, to contact CDW-G for the purpose of obtaining accelerated delivery. CDW-G shall reply to the inquiry within 3 workdays after receipt. (Telephonic replies shall be confirmed by CDW-G in writing.) If CDW-G offers an accelerated delivery time acceptable to the ordering activity, any order(s) placed pursuant to the agreed upon accelerated delivery time frame shall be delivered within this shorter delivery time and in accordance with all other terms and conditions of the contract.

Urgent/Expedited Delivery Times: Schedule customers may require expedited delivery. This can be negotiated outside the scope of this contract.
• Priority Overnight (next business morning) This can be negotiated outside the scope of this contract. • Standard Overnight (next business afternoon) This can be negotiated outside the scope of this contract. • 2 Day (second business day) This can be negotiated outside the scope of this contract. • 3 day (third business day) This can be negotiated outside the scope of this contract.

7. DISCOUNTS: Prices shown are NET Prices; Basic Discounts have been deducted. a. Prompt Payment: 0% - Net 30 days from receipt of invoice or date of acceptance, whichever is later.
b. All prices listed are net after discount. Quantity discounts may be negotiated between the Ordering Activity and CDW-G.

8. TRADE AGREEMENTS ACTOF 1979, as amended:

All items are U.S. made end products, designated country end products, Caribbean Basin country end products, Canadian end products, or Mexican end products as defined in the Trade Agreements Act of 1979, as amended.

9. STATEMENT CONCERNING AVAILABILITY OF EXPORT PACKING:

Export packaging is available at an extra cost outside the scope of this contract.

10. Small Requirements: The minimum dollar value of orders to be issued is $100.00.

11. MAXIMUM ORDER (All dollar amounts are exclusive of any discount for prompt payment.) a. The Maximum Order value for the following Special Item Numbers (SINs) is $500,000:

Special Item No. 33411 Purchase of Equipment
Special Item No. 811212 Maintenance of Equipment, Repair Service, and Repair Parts/Spare Parts Special Item No. 511210 Software Licenses
Special Item No. 518210C Cloud Computing and Cloud Related IT Professional Services Special Item No. 54151HACS Highly Adaptive Cyber Security Penetration Testing Special Item No. 54151HACS Highly Adaptive Cyber Security Risk and Vulnerability Assessments (RVA) Special Item No. 54151S IT Professional Services
Special Item No. 54151HEAL Health IT Services

b. The Maximum Order value for the following Special Item Numbers (SINs) is $100,000:

Special Item No. OLM Order Level Materials

12. ORDERING PROCEDURES FOR FEDERAL SUPPLY SCHEDULE CONTRACTS

Ordering activities shall use the ordering procedures of Federal Acquisition Regulation (FAR) 8.405 when placing an order or establishing a BPA for supplies or services. These procedures apply to all schedules. a. FAR 8.405-1 Ordering procedures for supplies, and services not requiring a statement of work b. 552.238-82 Special Ordering Procedures for the Acquisition of Order-Level Materials (JAN 2018)

13. FEDERAL INFORMATION TECHNOLOGY/TELECOMMUNICATION STANDARDS REQUIREMENTS: Ordering activities acquiring products from this Schedule must comply with the provisions of the Federal Standards Program, as appropriate (reference: NIST Federal Standards Index). Inquiries to determine whether or not specific products listed herein comply with Federal Information Processing Standards (FIPS) or Federal Telecommunication Standards (FED-STDS), which are cited by ordering activities, shall be responded to promptly by CDW-G.

13.1 FEDERAL INFORMATION PROCESSING STANDARDS PUBLICATIONS (FIPS PUBS):

Information Technology products under this Schedule that do not conform to Federal Information Processing Standards (FIPS) should not be acquired unless a waiver has been granted in accordance with the applicable "FIPS Publication." Federal Information Processing Standards Publications (FIPS PUBS) are issued by the U.S.

Department of Commerce, National Institute of Standards and Technology (NIST), pursuant to National Security Act. Information concerning their availability and applicability should be obtained from the National Technical Information Service (NTIS), 5285 Port Royal Road, Springfield, Virginia 22161. FIPS PUBS include voluntary standards when these are adopted for Federal use. Individual orders for FIPS PUBS should be referred to the NTIS Sales Office, and orders for subscription service should be referred to the NTIS Subscription Officer, both at the above address, or telephone number (703) 487-4650.

13.2 FEDERAL TELECOMMUNICATION STANDARDS (FED-STDS): Telecommunication products under this Schedule that do not conform to Federal Telecommunication Standards (FED-STDS) should not be acquired unless a waiver has been granted in accordance with the applicable "FED-STD." Federal Telecommunication Standards are issued by the U.S. Department of Commerce, National Institute of Standards and Technology (NIST), pursuant to National Security Act. Ordering information and information concerning the availability of FED-STDS should be obtained from the GSA, Federal Acquisition Service, Specification Section, 470 East L’Enfant Plaza, Suite 8100, SW, Washington, DC 20407, telephone number (202) 619-8925. Please include a self-addressed mailing label when requesting information by mail. Information concerning their applicability can be obtained by writing or calling the U.S. Department of Commerce, National Institute of Standards and Technology, Gaithersburg, MD 20899, telephone number (301) 975-2833.

14. RESERVED

15. CONTRACT ADMINISTRATION FOR ORDERING ACTIVITIES: Any ordering activity, with respect to any one or more delivery orders placed by it under this contract, may exercise the same rights of termination as might the GSA Contracting Officer under provisions of FAR 52.212-4, paragraphs (l) Termination for the ordering activity’s convenience, and (m) Termination for Cause (See 52.212-4)

16. GSA ADVANTAGE!
GSA Advantage! is an on-line, interactive electronic information and ordering system that provides on-line access to vendors' schedule prices with ordering information. GSA Advantage! will allow the user to perform various searches across all contracts including, but not limited to:

(1) Manufacturer;
(2) Manufacturer's Part Number; and
(3) Product categories
Agencies can browse GSA Advantage! by accessing the Internet World Wide Web utilizing a browser (ex.:

NetScape). The Internet address is https://www.gsaadvantage.gov/advantage/main/start_page.do

17. PURCHASE OF OPEN MARKET ITEMS
NOTE: Open Market Items are also known as incidental items, noncontract items, non-Schedule items, and items not on a Federal Supply Schedule contract. ODCs (Other Direct Costs) are not part of this contract and should be treated as open market purchases. Ordering Activities procuring open market items must follow FAR 8.402(f).

For administrative convenience, an ordering activity contracting officer may add items not on the Federal Supply Multiple Award Schedule (MAS) -- referred to as open market items -- to a Federal Supply Schedule blanket purchase agreement (BPA) or an individual task or delivery order, only if- (1) All applicable acquisition regulations pertaining to the purchase of the items not on the Federal Supply Schedule have been followed (e.g., publicizing (Part 5), competition requirements (Part 6), acquisition of commercial items (Part 12), contracting methods (Parts 13, 14, and 15), and small business programs (Part 19));
(2) The ordering activity contracting officer has determined the price for the items not on the Federal Supply Schedule is fair and reasonable;
(3) The items are clearly labeled on the order as items not on the Federal Supply Schedule; and (4) All clauses applicable to items not on the Federal Supply Schedule are included in the order.

18. CONTRACTOR COMMITMENTS, WARRANTIES AND REPRESENTATIONS a. For the purpose of this contract, commitments, warranties and representations include, in addition to those agreed to for the entire schedule contract:
(1) Time of delivery/installation quotations for individual orders; (2) To the extent provided by the manufacturer, technical representations and/or warranties of products concerning performance, total system performance and/or configuration, physical, design and/or functional characteristics and capabilities of a product/equipment/ service/software package submitted in response to requirements which result in orders under this schedule contract. Any of the later comments will take place by CDW-G passing on the manufacturer’s experiences or claims. (3) Any manufacturer’s representations and/or warranties concerning the products made in an y literature, description, drawings and/or specifications furnished by CDW-G. b. The above is not intended to encompass items not currently covered by the GSA Schedule contract.

19. OVERSEAS ACTIVITIES
The terms and conditions of this contract shall apply to all orders for installation, maintenance and repair of equipment in areas listed in the pricelist outside the 48 contiguous states and the District of Columbia, except as provided by the manufacturer’s commercial pricelist or practice.

Upon request of CDW-G, the ordering activity may provide CDW-G with logistics support, as available, in accordance with all applicable ordering activity regulations. Such ordering activity support will be provided on a reimbursable basis, and will only be provided to CDW-G’s technical personnel whose services are exclusively required for the fulfillment of the terms and conditions of this contract.

20. BLANKET PURCHASE AGREEMENTS (BPAs)
The use of BPAs under any schedule contract to fill repetitive needs for supplies or services is allowable. BPAs may be established with one or more schedule contractors. The number of BPAs to be established is within the discretion of the ordering activity establishing the BPA and should be based on a strategy that is expected to maximize the effectiveness of the BPA(s). Ordering activities shall follow FAR 8.405-3 when creating and implementing BPA(s).

21. CONTRACTOR TEAM ARRANGEMENTS
Contractors participating in contractor team arrangements must abide by all terms and conditions of their respective contracts. This includes compliance with Clauses 552.238-74, Industrial Funding Fee and Sales Reporting, i.e., each contractor (team member) must report sales and remit the IFF for all products and services provided under its individual contract.

22. INSTALLATION, DEINSTALLATION, REINSTALLATION
The Davis-Bacon Act (40 U.S.C. 276a-276a-7) provides that contracts in excess of $2,000 to which the United States or the District of Columbia is a party for construction, alteration, or repair (including painting and decorating) of public buildings or public works with the United States, shall contain a clause that no laborer or mechanic employed directly upon the site of the work shall receive less than the prevailing wage rates as determined by the Secretary of Labor. The requirements of the Davis-Bacon Act do not apply if the construction work is incidental to the furnishing of supplies, equipment, or services. For example, the requirements do not apply to simple installation or alteration of a public building or public work that is incidental to furnishing supplies or equipment under a supply contract. However, if the construction, alteration or repair is segregable and exceeds $2,000, then the requirements of the Davis-Bacon Act applies.

The ordering activity issuing the task order against this contract will be responsible for proper administration and enforcement of the Federal labor standards covered by the Davis-Bacon Act. The proper Davis-Bacon wage determination will be issued by the ordering activity at the time a request for quotations is made for applicable construction classified installation, deinstallation, and reinstallation services under SIN 33411.

23. SECTION 508 COMPLIANCE
If applicable, Section 508 compliance information on the supplies and services in this contract are available in Electronic and Information Technology (EIT) at the following: http://www.cdwg.com/508

The EIT standard can be found at: www.Section508.gov/.

24. PRIME CONTRACTOR ORDERING FROM FEDERAL SUPPLY SCHEDULES Prime Contractors placing orders under Federal Supply Schedules, on behalf of an ordering activity, shall follow the terms of the applicable schedule and authorization and include with each order – (a) A copy of the authorization from the ordering activity with whom CDW-G has the prime contract (unless a copy was previously furnished to the Federal Supply Schedule contractor) (information and a sample of a deviation authorization template is provided at https://www.gsa.gov/cdnstatic/MAS_DeviationOrderingGuide_121514.pdf; and a sample authorization letter is provided here: https://www.gsa.gov/cdnstatic/K- AuthorizationtoUseScheduleLetter.doc
(b) The following statement:

This order is placed under written authorization from dated . In the event of any inconsistency between the terms and conditions of this order and those of your Federal Supply Schedule contract, the latter will govern.

25. INSURANCE—WORK ON A GOVERNMENT INSTALLATION (JAN 1997)(FAR 52.228-5) (a) CDW-G shall, at its own expense, provide and maintain during the entire performance of this contract, at least the kinds and minimum amounts of insurance required in the Schedule or elsewhere in the contract. (b) Before commencing work under this contract, CDW-G shall notify the Contracting Officer in writing that the required insurance has been obtained. The policies evidencing required insurance shall contain an endorsement to the effect that any cancellation or any material change adversely affecting the Government's interest shall not be effective—
(1) For such period as the laws of the State in which this contract is to be performed prescribe; or (2) Until 30 days after the insurer or CDW-G gives written notice to the Contracting Officer, whichever period is longer.
(c) CDW-G shall insert the substance of this clause, including this paragraph (c), in subcontracts under this contract that require work on a Government installation and shall require subcontractors to provide and maintain the insurance required in the Schedule or elsewhere in the contract. CDW-G shall maintain a copy of all subcontractors' proofs of required insurance, and shall make copies available to the Contracting Officer upon request.

26. ADVANCE PAYMENTS
A payment under this contract to provide a service or deliver an article for the United States Government may not be more than the value of the service already provided or the article already delivered, unless unforeseen circumstances warrant it. Advance or pre-payment is not authorized or allowed under this contract. (31 U.S.C. 3324). Software Maintenance as a product is not considered a service and payment is authorized in advance.

1. MATERIAL AND WORKMANSHIP
All equipment furnished hereunder must satisfactorily perform the function for which it is intended.

2. ORDER
Written orders, EDI orders (GSA Advantage! and FACNET), credit card orders, and orders placed under blanket purchase agreements (BPA) shall be the basis for purchase in accordance with the provisions of this contract. If time of delivery extends beyond the expiration date of the contract, CDW-G will be obligated to meet the delivery and installation date specified in the original order.

For credit card orders and BPAs, telephone orders are permissible.

3. TRANSPORTATION OF EQUIPMENT
FOB DESTINATION. Prices cover equipment delivery to destination, for any location within the geographic scope of this contract.

4. INSTALLATION AND TECHNICAL SERVICES
a. INSTALLATION. When the equipment provided under this contract is not normally self-installable, CDW-G's technical personnel shall be available to the ordering activity, at the ordering activity's location, to install the equipment and to train ordering activity personnel in the use and maintenance of the equipment. The charges, if any, for such services are listed below, or in the price schedule. b. INSTALLATION, DEINSTALLATION, REINSTALLATION. The Davis-Bacon Act (40 U.S.C. 276a- 276a-7) provides that contracts in excess of $2,000 to which the United States or the District of Columbia is a party for construction, alteration, or repair (including painting and decorating) of public buildings or public works with the United States, shall contain a clause that no laborer or mechanic employed directly upon the site of the work shall receive less than the prevailing wage rates as determined by the Secretary of Labor. The requirements of the Davis-Bacon Act do not apply if the construction work is incidental to the furnishing of supplies, equipment, or services. For example, the requirements do not apply to simple installation or alteration of a public building or public work that is incidental to furnishing supplies or equipment under a supply contract. However, if the construction, alteration or repair is segregable and exceeds $2,000, then the requirements of the Davis-Bacon Act applies.

The ordering activity issuing the task order against this contract will be responsible for proper administration and enforcement of the Federal labor standards covered by the Davis-Bacon Act. The proper Davis-Bacon wage determination will be issued by the ordering activity at the time a request for quotations is made for applicable construction classified installation, deinstallation, and reinstallation services under SIN 33411. c. OPERATING AND MAINTENANCE MANUALS. CDW-G shall furnish the ordering activity with one (1) copy of all operating and maintenance manuals if they are normally provided by the manufacturer with the equipment being purchased.

TERMS AND CONDITIONS APPLICABLE TO PURCHASE OF GENERAL

PURPOSE COMMERCIAL INFORMATION TECHNOLOGY (IT) NEW
EQUIPMENT (SPECIAL ITEM NUMBER 33411)

5. INSPECTION/ACCEPTANCE

CDW-G shall only tender for acceptance those items that conform to the requirements of this contract. The ordering activity reserves the right to inspect or test any equipment that has been tendered for acceptance. The ordering activity may require repair or replacement of nonconforming equipment at no increase in contract price.

The ordering activity must exercise its post acceptance rights (1) within five (5) business days after the defect was discovered or should have been discovered; and (2) before any substantial change occurs in the condition of the item, unless the change is due to the defect in the item. The ordering activity’s sole and exclusive remedy with respect to this warranty will be, at the sole option of CDW-G, to either (a) use its reasonable commercial efforts to reperform any services not in substantial compliance with this warranty, or (b) refund amounts paid by the ordering activity related to the portion of the services not in substantial compliance.

6. WARRANTY
a. Unless specified otherwise in this contract, the Manufacturer’s standard commercial warranty as stated in the Manufacturer’s commercial pricelist will apply to this contract. b. CDW-G warrants and implies that the items delivered hereunder are merchantable and fit for use for the particular purpose as described and allowed in the manufacturers’warranty. c. Limitation of Liability. CDW-G will not be liable to the ordering activity for consequential damages resulting from any defect or deficiencies in accepted items. d. If inspection and repair of defective equipment under this warranty will be performed at CDW-G's plant, the address is as follows: 200 N. Milwaukee Ave., Vernon Hills, IL 60061 or 3201 E. Alexander Rd., North Las Vegas, NV 89030.

7. PURCHASE PRICE FOR ORDERED EQUIPMENT
The purchase price that the ordering activity will be charged will be the contract price in effect at the time of order placement, or the ordering activity purchase price in effect on the installation date (or delivery date when installation is not applicable), whichever amount is less.

8. RESPONSIBILITIES OF CDW-G
CDW-G shall comply with all laws, ordinances, and regulations (Federal, State, City or otherwise) covering work of this character, and shall include all costs, if any, of such compliance in the prices quoted in this offer.

9. TRADE-IN OF INFORMATION TECHNOLOGY EQUIPMENT
When an ordering activity determines that Information Technology equipment will be replaced, the ordering activity shall follow the contracting policies and procedures in the Federal Acquisition Regulation (FAR), the policies and procedures regarding disposition of information technology excess personal property in the Federal Property Management Regulations (FPMR) (41 CFR 101-43.6), and the policies and procedures on exchange/sale contained in the FPMR (41 CFR part 101-46).

CDW-G is not the manufacturer of the products purchased by the ordering activity under this contract and the only warranties or maintenance, repair services and repair parts/spare parts for Government owned equipment offered are those provided by the manufacturer. Prices for Maintenance are provided in the approved Contract pricelist, and is listed per Manufacturer.

1. SERVICE AREAS
a. The maintenance and repair service rates listed herein are applicable to any ordering activity as determined by the Manufacturer at the time of order.
b. RESERVED.

2. MAINTENANCE ORDER
a. Agencies may use written orders, EDI orders, credit card orders, or BPAs, for ordering maintenance under this contract. CDW-G shall confirm orders within fifteen (15) calendar days from the date of receipt, except that confirmation of orders shall be considered automatic for renewals for maintenance (Special Item Number 811212). Automatic acceptance of order renewals for maintenance service shall apply for machines which may have been discontinued from use for temporary periods of time not longer than 120 calendar days. If the order is not confirmed by CDW-G as prescribed by this paragraph, the order shall be considered to be confirmedby CDW- G.
b. CDW-G shall honor orders for maintenance for the duration of the contract period or a lessor period of time, for the equipment shown in the pricelist. Maintenance service shall commence on a mutually agreed upon date, which will be written into the maintenance order. Maintenance orders shall not be made effective before the expiration of any applicable maintenance and parts guarantee/warranty period associated with the purchase of equipment. Orders for maintenance service shall not extend beyond the end of the contract period. Orders for maintenance service placed before the contract expires, and providing for delivery within the number of days specified in the contract, shall constitute a validorder. c. Maintenance may be discontinued by the ordering activity on thirty (30) calendar days written notice, or shorter notice when agreed to by CDW-G; such notice to become effective thirty (30) calendar days from the date on the notification. However, the ordering activity may extend the original discontinuance date upon written notice to CDW-G, provided that such notice is furnished at least ten (10) calendar days prior to the original discontinuance date.
d. Annual Funding. When annually appropriated funds are cited on a maintenance order, the period of maintenance shall automatically expire on September 30th of the contract period, or at the end of the contract period, whichever occurs first. Renewal of a maintenance order citing the new appropriation shall be required, if maintenance is to continue during any remainder of the contract period. e. Cross-year Funding Within Contract Period. Where an ordering activity's specific appropriation authority provides for funds in excess of a 12-month, fiscal year period, the ordering activity may place an order under this schedule contract for a period up to the expiration of the contract period, notwithstanding the intervening fiscal years.
f. Ordering activities should notify CDW-G in writing thirty (30) calendar days prior to the expiration of maintenance service, if maintenance is to be terminated at that time. Orders for continued maintenance will be required if maintenance is to be continued during the subsequent period.

TERMS AND CONDITIONS APPLICABLE TO MAINTENANCE, REPAIR

SERVICE AND REPAIR PARTS/SPARE PARTS FOR GOVERNMENT-OWNED

GENERAL PURPOSE COMMERCIAL INFORMATION TECHNOLOGY

EQUIPMENT, RADIO/TELEPHONE EQUIPMENT, (AFTER EXPIRATION OF

GUARANTEE/WARRANTY PROVISIONS AND/OR WHEN REQUIRED SERVICE IS NOT

COVERED BY GUARANTEE/WARRANTY PROVISIONS) AND FOR LEASED EQUIPMENT (SPECIAL ITEM NUMBER 811212)

3. REPAIR SERVICE AND REPAIR PARTS/SPARE PARTS ORDERS a. Agencies may use written orders, EDI orders, credit card orders, blanket purchase agreements (BPAs), or small order procedures for ordering repair service and/or repair parts/spare parts under this contract. Orders for repair service shall not extend beyond the end of the contract period. Orders for maintenance service placed before the contract expires, and providing for delivery within the number of days specified in the contract, shall constitute a valid order.
b. When repair service is ordered, only one chargeable repairman shall be dispatched to perform repair service, unless the ordering activity agrees, in advance, that additional repair personnel are required to effect repairs.

4. LOSS OR DAMAGE
When CDW-G’s service personnel removes equipment to his establishment for repairs, CDW-G shall be responsible for any damage or loss, from the time the equipment is removed from the ordering activity installation, until the equipment is returned to such installation.

5. SCOPE
a. CDW-G shall provide manufacturer offered maintenance for all equipment listed herein, as requested by the ordering activity during the contract term. Repair service and repair parts/spare parts shall apply exclusively to the equipment types/models within the scope of this Information Technology Schedule . b. The ordering activity will ensure equipment placed under maintenance service shall be in good operating condition.
1) In order to determine that the equipment is in good operating condition, the equipment shall be subject to inspection by CDW-G, without charge to the ordering activity. (2) Costs of any repairs performed for the purpose of placing the equipment in good operating condition shall be borne by CDW-G, if the equipment was under CDW-G's guarantee/warranty or maintenance responsibility prior to the effective date of the maintenance order. (3) If the equipment was not under the guarantee/warranty or maintenance coverage, the costs necessary to place the equipment in proper operating condition are to be borne by the ordering activity, in accordance with the provisions of Special Item Number 811212 (or outside the scope of this contract).

6. RESPONSIBILITIES OF THE ORDERING ACTIVITY
a. Ordering activity personnel shall not perform maintenance or attempt repairs to equipment while such equipment is under the purview of a maintenance order, unless agreed to by CDW-G. b. Subject to security regulations, the ordering activity shall permit access to the equipment which is to be maintained or repaired.
c. If the Ordering Activity desires a factory authorized/certified service personnel then this should be clearly stated in the task or delivery order.

7. RESPONSIBILITIES OF CDW-G
a. For equipment not covered by a maintenance contract or warranty, and upon issuance of a funded order to CDW-G repair service personnel shall complete repairs as soon as possible after notification by the ordering activity that service is required. If offered by CDW-G and purchased by Government customer, then Government customer shall receive the original equipment manufacturer maintenance.

b. If the Ordering Activity task or delivery order specifies a factory authorized/certified service personnel then CDW-G is obligated to provide such a factory authorized/certified service personnel for the equipment to be repaired or serviced, unless otherwise agreed to in advance between the Agency and the Contractor.

8. MAINTENANCE RATE PROVISIONS
a. CDW-G shall bear all costs of maintenance, including labor, parts, and such other expenses as are necessary to keep the equipment in good operating condition, provided that the required repairs are not occasioned by fault or negligence of the ordering activity. b. REGULAR HOURS
The basic monthly rate for each make and model of equipment shall entitle the ordering activity to maintenance service during a mutually agreed upon nine (9) hour principal period of maintenance, Monday through Friday, exclusive of holidays observed at the ordering activity location. c. AFTER HOURS
Should the ordering activity require that maintenance be performed outside of Regular Hours, charges for such maintenance, if any, will be specified in the pricelist. Periods of less than one hour will be prorated to the nearest quarter hour.
d. TRAVEL AND TRANSPORTATION
If any charge is to apply, over and above the regular maintenance rates, because of the distance between the ordering activity location and CDW-G’s service area, the charge will be negotiated at the Task Order level.
e. QUANTITY DISCOUNTS
Quantity discounts from listed maintenance service rates for multiple equipment owned and/or leased by an ordering activity shall be determined at the time of order.

9. REPAIR SERVICE RATEPROVISIONS
a. CHARGES. Charges for repair service will include the labor charge, computed at the rates set forth below, for the time during which repairmen are actually engaged in work, and, when applicable, the charge for travel or transportation.
b. MULTIPLE MACHINES. When repairs are ordered by an ordering activity on two or more machines located in one or more buildings within walking distance of each other, the charges will be computed from the time the repairman commences work on the first machine, until the work is completed on the last machine. The time required to go from one machine to another, or from one building to another, will be considered actual work performance, and chargeable to the ordering activity, provided the time consumed in going between machines (or buildings) is reasonable. c. TRAVEL OR TRANSPORTATION
(1) AT THE CONTRACTOR'S SHOP
(a) When equipment is returned to the Contractor's shop for adjustments or repairs which are not covered by the guarantee/warranty provision, the cost of transportation, packing, etc., from the ordering activity location to the Contractor's plant, and return to the ordering activity location, shall be borne by the ordering activity.
(b) The ordering activity should not return defective equipment to the Contractor for adjustments and repairs or replacement without his prior consultation and instruction.
(2) AT THE ORDERING ACTIVITY LOCATION (Within Established Service Areas) When equipment is repaired at the ordering activity location, and repair service rates are established for service areas or zones, the listed rates are applicable to any ordering activity location within such service areas or zones. No extra charge, time, or expense will be allowed for travel or transportation of repairmen or machines to or from the ordering activity office; such overhead is included in the repair service rates listed.
(3) AT THE ORDERING ACTIVITY LOCATION (Outside Established Service Areas) (a) If repairs are to be made at the ordering activity location, and the location is outside the service area as shown in paragraph 1.a, the repair service and mileage rates negotiated per subparagraphs 1.a and 8.d will apply.
(b) When the overall travel charge computed at the above mileage rate is unreasonable (considering the time required for travel, actual and necessary transportation costs, and the allowable ordering activity per diem rate for each night the repairman is required to remain overnight at the ordering activity location), the ordering activity shall have the option of reimbursing CDW-G for actual costs, provided that the actual costs are reasonable and allowable. CDW-G shall furnish the ordering activity with a report of travel performed and related expenses incurred. The report shall include departure and arrival dates, times, and the applicable mode of travel. d. LABOR RATES
(1) REGULAR HOURS
The Regular Hours repair service rates listed herein shall entitle the ordering activity to repair service during the period 8:00 a.m. to 5:00 p.m., Monday through Friday, exclusive of holidays observed at the ordering activity location. There shall be no additional charge for repair service which was requested during Regular Hours, but performed outside the Regular Hours defined above, at the convenience of CDW-G. (2) AFTER HOURS
When the ordering activity requires that repair service be performed outside the Regular Hours defined above, except Sundays and Holidays observed at the ordering activity location, the After Hours repair service rates listed herein shall apply. The Regular Hours rates defined above shall apply when repair service is requested during Regular Hours, but performed After Hours at the convenience of CDW-G. (3) SUNDAYS AND HOLIDAYS
When the ordering activity requires that repair service be performed on Sundays and Holidays observed at the ordering activity location, the Sundays and Holidays repair service rates listed herein shall apply. When repair service is requested to be performed during Regular Hours and/or After Hours, but is performed at the convenience of CDW-G on Sundays or Holidays observed at the ordering activity location, the Regular Hours and/or After Hours repair service rates, as applicable, shall apply.

REPAIR SERVICE RATES

LOCATION MINIMUM
CHARGE*

REGULAR HOURS
PER HOUR**

AFTER HOURS
PER HOUR**

SUNDAYS AND

HOLIDAYS

PER HOUR
CONTRACTOR'S SHOP Per Order

ORDERING ACTIVITY LOCATION
(WITHIN ESTABLISHED SERVICE
AREAS)
Per Order

ORDERING ACTIVITY LOCATION
(OUTSIDE ESTABLISHED SERVICE
AREAS)
Per Order
*MINIMUM CHARGES INCLUDE Per Order
FULL HOURS ON THE JOB.

REPAIR SERVICE RATES Service Rates are provided by the OEM and are priced as an orderable part number provided herein

**FRACTIONAL HOURS, AT THE END OF THE JOB, WILL BE PRORATED TO THE NEAREST QUARTER HOUR.

10. REPAIR PARTS/SPARE PARTS RATE PROVISIONS*
All parts, furnished as spares or as repair parts in connection with the repair of equipment, unless otherwise indicated in this pricelist, shall be new, standard parts manufactured by the equipment manufacturer. All parts shall be furnished at prices indicated in CDW-G's commercial pricelist at the time of order.

11. GUARANTEE/WARRANTY—REPAIR SERVICE AND REPAIR PARTS/SPARE PARTS a. REPAIR SERVICE
All repair work will be guaranteed/warranted for the period allowed and described in manufacturer’s standard warranty.
b. REPAIR PARTS/SPARE PARTS
All parts, furnished either as spares or repairs parts will be guaranteed/warranted for a period allowed and described in manufacturer’s warranty.

12. INVOICES AND PAYMENTS
a. Maintenance Service
(1) Invoices for maintenance shall be submitted by CDW-G on a quarterly or monthly basis, after the completion of such period. Maintenance charges must be paid in arrears (31 U.S.C. 3324).

PROMPT PAYMENT DISCOUNT, IF APPLICABLE, SHALL BE SHOWN ON THE INVOICE. (2) Payment for maintenance service of less than one month's duration shall be prorated at 1/30th o f the monthly rate for each calendar day
b. Repair Service and Repair Parts/Spare Parts
Invoices for repair service and parts shall be submitted by CDW-G as soon as possible after completion of work.

Payment under blanket purchase agreements will be made quarterly or monthly, except where cash payment procedures are used. Invoices shall be submitted separately to each ordering activity office ordering services under the contract. The cost of repair parts shall be shown as a separate item on the invoice, and shall be priced in accordance with paragraph #10, above. PROMPT PAYMENT DISCOUNT, IF APPLICABLE, SHALL BE SHOWN ON THE INVOICE.

1. INSPECTION/ACCEPTANCE
CDW-G shall only tender for acceptance those items that conform to the requirements of this contract.

The ordering activity reserves the right to inspect or test any software that has been tendered for acceptance. The ordering activity may require repair or replacement of nonconforming software at no increase in contract price. The ordering activity must exercise its post-acceptance rights (1) within a reasonable time after the defect was discovered or should have been discovered; and (2) before any substantial change occurs in the condition of the software, unless the change is due to the defect in the software.

2. ENTERPRISE USER LICENSE AGREEMENTS REQUIREMENTS (EULA) CDW-G shall provide all Enterprise User License Agreements in an editable format.

3. GUARANTEE/WARRANTY
a. Unless specified otherwise in this contract, the Manufacturer’s standard commercial guarantee/warranty as stated in the contracts commercial pricelist will apply to this contract. b. CDW G warrants and implies that the items delivered hereunder are merchantable and fit for use for the particular purpose described in this contract. If no implied warranties are given, then Government customer must rely on manufacturer’s standard warranty as Contractor does not provide and disclaims any express or implied warranties.
c. Limitation of Liability. Except as otherwise provided by an express or implied warranty, CDW-G will not be liable to the ordering activity for the consequential damages resulting from any defect or deficiencies in accepted items.
.

4. TECHNICAL SERVICES
CDW-G, without additional charge to the ordering activity, shall provide a hot line technical support number (866) 782-4239 for the purpose of providing user assistance and guidance in the implementation of the software. The technical support number is available Monday-Friday 7 a.m. - 9 p.m. CT. Chat Hours: Monday-Friday 7 a.m. - 6 p.m. CT via email. Visit CDW-G’s support connection at https://www.cdwg.com/content/contact-us/support.aspx. .

5. SOFTWARE MAINTENANCE
a. Software maintenance as it is defined:
a. Software maintenance as it is defined: (select software maintenance type):
_X 1. Software Maintenance as a Product (SIN 511210)
Software maintenance as a product includes the publishing of bug/defect fixes via patches and updates/upgrades in function and technology to maintain the operability and usability of the software product. It may also include other no charge support that are included in the purchase price of the product in the commercial marketplace. No charge support includes items such as user blogs, discussion forums, on-line help libraries and FAQs (Frequently Asked Questions), hosted chat rooms, and limited telephone, email and/or web-based general technical support for user’s self-diagnostics.

Software maintenance as a product does NOT include the creation, design,

TERMS AND CONDITIONS APPLICABLE TO SOFTWARE LICENSES
(SPECIAL ITEM NUMBER 511210), OF GENERAL PURPOSE COMMERCIAL

INFORMATION TECHNOLOGY SOFTWARE
implementation, integration, etc. of a software package. These examples are considered software maintenance as a service.

Software Maintenance as a product is billed at the time of purchase.

N/A 2. Software Maintenance as a Service (SIN 54151)
Software maintenance as a service creates, designs, implements, and/or integrates customized changes to software that solve one or more problems and is not included with the price of the software. Software maintenance as a service includes person-to-person communications regardless of the medium used to communicate: telephone support, online technical support, customized support, and/or technical expertise which are charged commercially. Software maintenance as a service is billed arrears in accordance with 31 U.S.C. 3324.

Software maintenance as a service is billed in arrears in accordance with 31 U.S.C. 3324.

6. PERIODS OF LICENSES (SIN511210)
a. CDW-G shall honor orders for periods for the duration of the contract period or a lessor period of time. b. Term licenses and/or maintenance may be discontinued by the ordering activity on thirty (30) calendar days written notice to CDW-G.
c. Annual Funding. When annually appropriated funds are cited on an order for term licenses and/or maintenance, the period of the term licenses and/or maintenance shall automatically expire on September 30 of the contract period, or at the end of the contract period, whichever occurs first.

Renewal of the term licenses and/or maintenance orders citing the new appropriation shall be required, if the term licenses and/or maintenance is to be continued during any remainder of the contract period. d. Cross-Year Funding Within Contract Period. Where an ordering activity’s specific appropriation authority provides for funds in excess of a 12 month (fiscal year) period, the ordering activity m a y place an order under this schedule contract for a period up to the expiration of the contract period, notwithstanding the intervening fiscal years.
e. Ordering activities should notify CDW-G in writing thirty (30) calendar days prior to the expiration o f an order, if the term licenses and/or maintenance is to be terminated at that time. Orders for the continuation of term licenses and/or maintenance will be required if the term licenses and/or maintenance is to be continued during the subsequent period.

7. RESERVED

8. RESERVED

9. UTILIZATION LIMITATIONS - (511210)
a. Software acquisition is limited to commercial computer software defined in FAR Part 2.101. b. When acquired by the ordering activity, commercial computer software and related documentation so legend shall be subject to the following:
(1) Title to and ownership of the software and documentation shall remain with the Manufacturer, unless otherwise specified.
(2) Software licenses are by site and by ordering activity. An ordering activity is defined as a cabinet level or independent ordering activity. The software may be used by any subdivision of the ordering activity (service, bureau, division, command, etc.) that has access to the site the software is placed at, even if the subdivision did not participate in the acquisition of the software. Further, the software may be used on a shared-basis where multiple agencies have joint projects that can be satisfied by the use of the software placed at one ordering activity's site. This would allow other agencies access to one ordering activity's database. For ordering activity public domain databases, user agencies and third parties may use the computer program to enter, retrieve, analyze and present data. The user ordering activity will take appropriate action by instruction, agreement, or otherwise, to protect the Manufacturer’s proprietary property with any third parties that are permitted access to the computer programs and documentation in connection with the user ordering activity's permitted use of the computer programs and documentation. For purposes of this section, all such permitted third parties shall be deemed agents of the user ordering activity.
(3) Except as is provided in paragraph 8.b(2) above, the ordering activity shall not provide or otherwise make available the software or documentation, or any portion thereof, in any form, to any third party without the prior written approval of CDW-G. Third parties do not include prime Contractors, subcontractors and agents of the ordering activity who have the ordering activity's permission to use the licensed software and documentation at the facility, and who have agreed to use the licensed software and documentation only in accordance with these restrictions. This provision does not limit the right of the ordering activity to use software, documentation, or information therein, which the ordering activity may already have or obtains without restrictions. (4) The ordering activity shall have the right to use the computer software and documentation with the computer for which it is acquired at any other facility to which that computer may be transferred, or in cases of Disaster Recovery, the ordering activity has the right to transfer the software to another site if the ordering activity site for which it is acquired is deemed to be unsafe for ordering activity personnel; to use the computer software and documentation with a backup computer when the primary computer is inoperative; to copy computer programs for safekeeping (archives) or backup purposes; to transfer a copy of the software to another site for purposes of benchmarking new hardware and/or software; and to modify the software and documentation or combine it with other software, provided that the unmodified portions shall remain subject to these restrictions.
(5) "Commercial Computer Software" may be marked with the Manufacturer’s standard commercial restricted rights legend, but the schedule contract and schedule pricelist, including this clause, "Utilization Limitations" are the only governing terms and conditions, and shall take precedence and supersede any different or additional terms and conditions included in the standard commercial legend.

10. SOFTWARE CONVERSIONS - (511210)
If offered by and in accordance with the manufacturer's licensing terms and commercial practices, then full monetary credit will be allowed to the ordering activity when conversion from one version of the software to another is made as the result of a change in operating system , or from one computer system to another. For perpetual licenses, the purchase price of the new software shall be reduced by the amount that was paid to purchase the earlier version. For term licenses, conversion credits which accrued while the earlier version was under a term license shall carry forward and remain available as conversion credits which may be applied towards the perpetual license price of the new version.

11. DESCRIPTIONS AND EQUIPMENT COMPATIBILITY
If provided by the manufacturer, then CDW-G shall include, in the schedule pricelist, a complete description of each software product and a list of equipment on which the software can be used. Also, included shall be a brief, introductory explanation of the modules and documentation which are offered.

12. RIGHT-TO-COPY PRICING
Pricing for right-to-copy licenses is not offered.

TERMS AND CONDITIONS APPLICABLE TO CLOUD COMPUTING and Cloud Related IT Professional SERVICES (SPECIAL ITEM NUMBER 518210C)

****NOTE: If offering related IT Professional Services over and above initial onboarding and training, reference SIN 54151S, per Guidance to Ordering Activities on Professional services below. ****NOTE: This new SIN presents a clear way for Contractors to provide cloud computing services according to NIST definitions and principles within the scope of today’s technology and standards with a secondary goal of accommodating ongoing technical advances in cloud computing

1. SCOPE
The prices, terms and conditions stated under Special Item Number (SIN) 518210C Cloud Computing Services apply exclusively to Cloud Computing Services within the scope of this Information Technology Schedule.

This SIN provides ordering activities with access to technical services that run in cloud environments and meet the NIST Definition of Cloud Computing Essential Characteristics. Services relating to or impinging on cloud that do not meet all NIST essential characteristics should be listed in other SINs.

The scope of this SIN is limited to cloud capabilities provided entirely as a service. Hardware, software and other artifacts supporting the physical construction of a private or other cloud are out of scope for this SIN. Currently, an Ordering Activity can procure the hardware and software needed to build on premise cloud functionality, through combining different services on other IT Multiple Award Schedule (MAS) SINs (e.g. 54151S).

Sub-categories in scope for this SIN are the three NIST Service Models: Software as a Service (SaaS), Platform as a Service (PaaS), and Infrastructure as a Service (IaaS). Offerors may optionally select a single sub-category that best fits a proposed cloud service offering. Only one sub-category may be selected per each proposed cloud service offering. Offerors may elect to submit multiple cloud service offerings, each with its own single sub- category. The selection of one of three sub-categories does not prevent Offerors from competing for orders under the other two sub-categories. See service model guidance for advice on sub-category selection.

Sub-category selection within this SIN is optional for any individual cloud service offering, and new cloud computing technologies that do not align with the aforementioned three sub-categories may be included without a sub-category selection so long as they comply with the essential characteristics of cloud computing as outlined by NIST.

See Table 1 for a representation of the scope and sub-categories.

Table 1: Cloud Computing Services SIN

SIN Description Sub-Categories 1
● Commercially available cloud computing
services
● Meets the National Institute for Standards and
Technology (NIST) definition of Cloud
Computing essential characteristics
● Open to all deployment models (private, public,
community or hybrid), vendors specify
deployment models

1. Software as a Service (SaaS): Consumer uses
provider’s applications on cloud infrastructure. Does
not manage/control platform or infrastructure.

Limited application level configuration may be
available.

2. Platform as a Service (PaaS): Consumer deploys
applications onto cloud platform service using
provider-supplied tools. Has control over deployed
applications and some limited platform configuration
but does not manage the platform or infrastructure

1 Offerors may optionally select the single sub -category that best fits each cloud service offering, per Service Model Guidance, or select no sub-category if the offering does not fit an existing NIST service model .

SIN Description Sub-Categories

3. Infrastructure as a Service (IaaS): Consumer
provisions computing resources. Has control over
OS, storage, platform, deployed applications and
some limited infrastructure configuration, but does
not manage the infrastructure.

2. DESCRIPTION OF CLOUD COMPUTING SERVICES AND PRICING

a. Service Description Requirements for Listing Contractors The description requirements below are in addition to the overall Multiple Award Schedule (MAS) evaluation criteria described in SCP-FSS-001-N Instructions Applicable to New Offerors (Alternate I – MAR 2016) or SCP-FSS-001-S Instructions Applicable to Successful FSS Program Contractors, as applicable, SCP-FSS-004 and other relevant publications.

Refer to overall Multiple Award Schedule (MAS) requirements for timelines related to description and other schedule updates, including but not limited to clauses 552.238-81 – section E and clause I-FSS-600.

Table 2 summarizes the additional Contractor-provided description requirements for services proposed under the Cloud Computing Services SIN. All mandatory description requirements must be complete, and adequate according to evaluation criteria.

In addition, there is one “Optional” reporting descriptions which exists to provide convenient service selection by relevant criteria. Where provided, optional description requirements must be complete and adequate according to evaluation criteria:
• The NIST Service Model provides sub-categories for the Cloud SIN and is strongly encouraged, but n o t required. The Service Model based sub-categories provide this SIN with a structure to assist ordering activities in locating and comparing services of interest. Contractors may optionally select the single service model most closely corresponding to the specific service offering. • If a sub-category is selected it will be evaluated with respect to the NIST Service Model definitions and guidelines in “Guidance for Contractors".

Table 2: Cloud Service Description Requirements

# Description Requirement Reporting Type Instructions
1 Provide a brief written
description of how the
proposed cloud
computing services
satisfies each individual
essential NIST
Characteristic
Mandatory The cloud service must be capable of satisfying each of the five NIST essential Characteristics as outlined
in NIST Special Publication 800-145. See
‘GUIDANCE FOR CONTRACTORS: NIST
Essential Characteristics’ below in this document for
detailed overall direction, as well as guidance on
inheriting essential characteristics.
# Description Requirement Reporting Type Instructions
2 Select NIST deployment
models for the cloud
computing service
proposed.

Mandatory Contractors must select at least one NIST deployment model as outlined in NIST Special Publication 800-
145 describing how the proposed cloud computing
service is deployed. Select multiple deployment
models if the service is offered in more than one
deployment model.

See ‘GUIDANCE FOR CONTRACTORS: NIST
Deployment Model’ below in this document for
detailed direction on how to best categorize a service
for the NIST deployment models.
3 Optionally select the
most appropriate NIST
service model that will
be the designated sub-
category, or may select
no sub-category
Optional Contractor may select a single NIST Service model t o sub-categorize the service as outlined in NIST
Special Publication 800-145. Sub-category selection
is optional but recommended. See ‘GUIDANCE FOR
CONTRACTORS: NIST Service Model’ below in
this document for detailed direction on how to best
categorize a service for the NIST IaaS, PaaS, and
SaaS service models.

b. Pricing of Cloud Computing Services
All current pricing requirements for Multiple Award Schedule (MAS), including provision SCP-FSS-001-N (Section III Price Proposal), SCP-FSS-001-S, SCP-FSS-004 (Section III Price Proposal), and clause I-FSS-600 Contract Price Lists, apply. At the current time there is no provision for reducing or eliminating standard price list posting requirements to accommodate rapid cloud price fluctuations.

In addition to standard pricing requirements, all pricing models must have the core capability to meet the NIST Essential Cloud Characteristics, particularly with respect to on-demand self-service, while allowing alternate variations at the task order level at agency discretion, pursuant to the guidance on NIST Essential Characteristics.

3. RESPONSIBILITIES OF CDW-G
CDW-G shall comply with all laws, ordinances, and regulations (Federal, State, City, or otherwise) covering work of this character.
a. Acceptance Testing
Any required Acceptance Test Plans and Procedures shall be negotiated by the Ordering Activity at task order level. CDW-G shall perform acceptance testing of the systems for Ordering Activity approval in accordance with the approved test procedures.
b. Training
If training is provided commercially, CDW-G shall provide normal commercial installation, operation, maintenance, and engineering interface training on the system. CDW-G is responsible for indicating if there are separate training charges.
c. Information Assurance/Security Requirements
CDW-G shall meet information assurance/security requirements in accordance with the Ordering Activity requirements at the Task Order level.
d. Related Professional Services
CDW-G is responsible for working with the Ordering Activity to identify related professional services and any other services available on other SINs that may be associated with deploying a complete cloud solution. Any additional substantial and ongoing professional services related to the offering such as integration, migration, and other cloud professional services are out of scope for this SIN.

e. Performance of Cloud Computing Services
CDW-G shall respond to Ordering Activity requirements at the Task Order level with proposed capabilities to Ordering Activity performance specifications or indicate that only standard specifications are offered. In all cases, CDW-G shall clearly indicate standard service levels, performance and scale capabilities.

CDW-G shall provide appropriate cloud computing services on the date and to the extent and scope agreed to by CDW-G and the Ordering Activity.
f. Reporting
CDW-G shall respond to Ordering Activity requirements and specify general reporting capabilities available for the Ordering Activity to verify performance, cost and availability.

In accordance with commercial practices, CDW-G may furnish the Ordering Activity/user with a monthly summary Ordering Activity report.

4. RESPONSIBILITIES OF THE ORDERING ACTIVITY
The Ordering Activity is responsible for indicating the cloud computing services requirements unique to the Ordering Activity. Additional requirements should not contradict existing SIN or IT Multiple Award Schedule (MAS) Terms and Conditions. Ordering Activities should include (as applicable) Terms & Conditions to address Pricing, Security, Data Ownership, Geographic Restrictions, Privacy, SLAs, etc.

Cloud services typically operate under a shared responsibility model, with some responsibilities assigned to the Cloud Service Provider (CSP), some assigned to the Ordering Activity, and others shared between the two. The distribution of responsibilities will vary between providers and across service models.

Ordering activities should engage with CSPs to fully understand and evaluate the shared responsibility model proposed. Federal Risk and Authorization Management Program (FedRAMP) documentation will be helpful regarding the security aspects of shared responsibilities, but operational aspects may require additional discussion with the provider.

a. Ordering Activity Information Assurance/Security Requirements Guidance i. The Ordering Activity is responsible for ensuring to the maximum extent practicable that each requirement issued is in compliance with the Federal Information Security Management Act (FISMA) as applicable.

ii. The Ordering Activity shall assign a required impact level for confidentiality, integrity and availability (CIA) prior to issuing the initial statement of work2. CDW-G must be capable of meeting the minimum security clearance requirements assigned against a low-impact information system in each CIA assessment area (per FIPS 200) and must detail the FISMA capabilities of the system in each of CIA assessment area.

iii. Agency level FISMA certification, accreditation, and evaluation activities are the responsibility of the Ordering Activity. The Ordering Activity reserves the right to independently evaluate, audit, and verify the FISMA compliance for any proposed or awarded Cloud Computing Services.

2 Per Federal Information Processing Standards Publication 199 & 200 (FIPS 199, “Standards for Security Categorization of Federal Information and Information Systems”) (FIPS 200, “Minimum Security Requirements for Federal I nformation and Information Systems”)
iv. The Ordering Activity has final responsibility for assessing the FedRAMP status of the service, complying with and making a risk-based decision to grant an Authorization to Operate (ATO) for the cloud computing service, and continuous monitoring. A memorandum issued by the Office of Management and Budget (OMB) on Dec 8, 2011 outlines the responsibilities of Executive departments and agencies in the context of FedRAMP compliance.3

v. Ordering activities are responsible for determining any additional information assurance and security related requirements based on the nature of the application and relevant mandates. b. Deployment Model
If a particular dep loyment model (Private, Public, Community, or Hybrid) is desired, Ordering Activities are responsible for identifying the desired model(s). Alternately, Ordering Activities could identify requirements and assess CDW-G’s responses to determine the most appropriate deployment model(s).

c. Delivery Schedule

The Ordering Activity shall specify the delivery schedule as part of the initial requirement. The Delivery Schedule options are found in Information for Ordering Activities Applicable to All Special Item Numbers. d. Interoperability
Ordering Activities are responsible for identifying interoperability requirements. Ordering Activities should clearly delineate requirements for API implementation and standards conformance. e. Performance of Cloud Computing Services
The Ordering Activity should clearly indicate any custom minimum service levels, performance and scale requirements as part of the initial requirement.
f. Reporting
The Ordering Activity should clearly indicate any cost, performance or availability reporting as part of the initial requirement.
g. Privacy
The Ordering Activity should specify the privacy characteristics of their service and engage with CDW-G to determine if the cloud service is capable of meeting Ordering Activity requirements. For example, a requirement could be requiring assurance that the service is capable of safeguarding Personally Identifiable Information (PII), in accordance with NIST SP 800-1224 and OMB memos M-06-165 and M-07-166. An Ordering Activity will determine what data elements constitute PII according to OMB Policy, NIST Guidance and Ordering Activity policy.
h. Accessibility
The Ordering Activity should specify the accessibility characteristics of their service and engage with CDW-G to determine the cloud service is capable of meeting Ordering Activity requirements. For example, a requirement could require assurance that the service is capable of providing accessibility based on Section 508 of the Rehabilitation Act of 1973 (29 U.S.C. 794d).

3 MEMORANDUM FOR CHIEF INFO RMATION OFFICERS: Security Authorization of Information Systems in Cloud Computing Environments. December 8, 2011 .
4 NIST SP 800 -122, “Guide to Protecting the Confidentiality of Personally Identifiable Information (PII) ” 5 OMB memoM -06-16: Protection of Sensitive Agency Information http://www.whitehouse.gov/sites/default/files/omb/memoranda/fy2006/m06 -16.pdf 6 OMB Memo M -07-16: Safeguarding Against and Responding to the Breach of Personally Identifiable Information http://www.whitehouse.gov/sites/default/files/omb/memoranda/fy2007/m07 -16.pdf i. Geographic Requirements
Ordering activities are responsible for specifying any geographic requirements and engaging with CDW-G to determine that the cloud services offered have the capabilities to meet geographic requirements for all anticipated task orders. Common geographic concerns could include whether service data, processes and related artifacts can be confined on request to the United States and its territories, or the continental United States (CONUS). j. Data Ownership and Retrieval and Intellectual Property Intellectual property rights are not typically transferred in a cloud model. In general, CSPs retain ownership of the Intellectual Property (IP) underlying their services and the customer retains ownership of its intellectual property.

The CSP gives the customer a license to use the cloud services for the duration of the contract without transferring rights. The government retains ownership of the IP and data they bring to the customized use of the service as spelled out in the FAR and related materials.

General considerations of data ownership and retrieval are covered under the terms of Multiple Award Schedule (MAS) and the FAR and other laws, ordinances, and regulations (Federal, State, City, or otherwise). Because of considerations arising from cloud shared responsibility models, ordering activities should engage with CDW-G to develop more cloud-specific understandings of the boundaries between data owned by the government and that owned by the cloud service provider, and the specific terms of data retrieval.

In all cases, the Ordering Activity should enter into an agreement with a clear and enforceable understanding of the boundaries between government and cloud service provider data, and the form, format and mode of delivery for each kind of data belonging to the government.

The Ordering Activity should expect that CDW-G shall transfer data to the government at the government's request at any time, and in all cases when the service or order is terminated for any reason, by means, in formats and within a scope clearly understood at the initiation of the service. Example cases that might require clarification include status and mode of delivery for:
• Configuration information created by the government and affecting the government’s use of the cloud provider’s service.
• Virtual machine configurations created by the government but operating on the cloud provider’s service. • Profile, configuration and other metadata used to configure SaaS application services or PaaS platform services.

The key is to determine in advance the ownership of classes of data and the means by which Government owned data can be returned to the Government.
k. Service Location Distribution
The Ordering Activity should determine requirements for continuity of operations and performance and engage with CDW-G to ensure that cloud services have adequate service location distribution to meet anticipated requirements. Typical concerns include ensuring that:
• Physical locations underlying the cloud are numerous enough to provide continuity of operations and geographically separate enough to avoid an anticipated single point of failure within the scope of anticipated emergency events.
• Service endpoints for the cloud are able to meet anticipated performance requirements in terms of geographic proximity to service requestors.

Note that cloud providers may address concerns in the form of minimum distance between service locations, general regions where service locations are available, etc. l. Related Professional Services
Ordering activities should engage with CDW-G to discuss the availability of limited assistance with initial setup, training and access to the services that may be available through this SIN.

Any additional substantial and ongoing professional services related to the offering such as integration, migration, and other cloud professional services are out of scope for this SIN. Ordering activities should consult the appropriate GSA professional services schedule.

5. GUIDANCE FOR CONTRACTORS
This section offers guidance for interpreting CDW-G Description Requirements in Table 2, including the NIST essential cloud characteristics, service models and deployment models. This section is not a list of requirements.

Contractor-specific definitions of cloud computing characteristics and models or significant variances from the NIST essential characteristics or models are discouraged and will not be considered in the scope of this SIN or accepted in response to Factors for Evaluation. The only applicable cloud characteristics, service model/subcategories and deployment models for this SIN will be drawn from the NIST 800-145 special publication. Services qualifying for listing as cloud computing services under this SIN must substantially satisfy the essential characteristics of cloud computing as documented in the NIST Definition of Cloud Computing SP 800-1457.

Contractors must select deployment models corresponding to each way the service can be deployed. Multiple deployment model designations for a single cloud service are permitted but at least one deployment model must be selected.

In addition, contractors submitting services for listing under this SIN are encouraged to select a sub- category for each service proposed under this SIN with respect to a single principal NIST cloud service model that most aptly characterizes the service. Service model categorization is optional.

Both service and deployment model designations must accord with NIST definitions. Guidance is offered in this document on making the most appropriate selection.

a. NIST Essential Characteristics

NIST’s essential cloud characteristics provide a consistent metric for whether a service is eligible for inclusion in this SIN. It is understood that due to legislative, funding and other constraints that government entities cannot always leverage a cloud service to the extent that all NIST essential characteristics are commercially available.

For the purposes of the Cloud SIN, meeting the NIST essential characteristics is determined by whether each essential capability of the commercial service is available for the service, whether or not the Ordering Activity actually requests or implements the capability. The guidance in Table 3 offers examples of how services might or might not be included based on the essential characteristics, and how CDW-G should interpret the characteristics in light of current government contracting processes.

7 http://csrc.nist.gov/publi cations/ni stpubs/800 -145/SP800 -145.pdf Ge ne ral Guidance
Table 3: Guidance on Meeting NIST Essential Characteristics

Characteristic Capability Guidance
On-demand
self-
service
• Ordering activities
can directly provision
services without
requiring Contractor
intervention.

• This characteristic
is typically
implemented via a
service console or
programming
interface for
provisioning
Government procurement guidance varies on how to implement on-demand provisioning at this time.

Ordering activities may approach on-demand in a variety of ways, including “not-to-exceed” limits, or imposing monthly or annual payments on what are essentially on demand services.

Services under this SIN must be capable of true on- demand self-service, and ordering activities and Contractors must negotiate how they implement on demand capabilities in
practice at the task order level:
• Ordering activities must specify their procurement
approach and requirements for on-demand service
• Contractors must propose how they intend to meet the
approach
• Contractors must certify that on-demand self-service is technically available for their service should
procurement guidance become available.

Broad Network • Ordering activities • Broad network access must be available without Access are able to access services
over standard agency
networks
• Service can be accessed
and consumed using
standard devices such as
browsers, tablets and
mobile phones
significant qualification and in relation to the deployment model and security domain of the service
• Contractors must specify any ancillary activities, services or equipment required to access cloud services or integrate cloud with other cloud or non- cloud networks and
services. For example, a private cloud might require an Ordering Activity to purchase or provide a dedicated
router, etc. which is acceptable but should be indicated by CDW-G.

Resource
Pooling
• Pooling distinguishes
cloud services from
offsite hosting.
• Ordering activities draw
resources from a common
pool maintained by
CDW-G
• Resources may have
general characteristics
such as regional location
• The cloud service must draw from a pool of resources and provide an automated means for the Ordering Activity to dynamically allocate them.
• Manual allocation, e.g. manual operations at a physical server farm where Contractor staff configure servers in response to Ordering Activity requests, does not meet this requirement
• Similar concerns apply to software and platform models; automated provisioning from a pool is required
• Ordering activities may request dedicated physical
hardware, software or platform resources to access a
private cloud deployment service. However, the
provisioned cloud resources must be drawn from a
common pool and automatically allocated on request.

Characteristic Capability Guidance
Rapid Elasticity • Rapid provisioning and
de-provisioning
commensurate with
demand
• Rapid elasticity is a specific demand-driven case of self- service
• Procurement guidance for on-demand self-service applies to rapid elasticity as well, i.e. rapid elasticity must be technically available but ordering activities and Contractors may mutually negotiate other contractual arrangements for procurement and payment.
• ‘Rapid’ should be understood as measured in minutes an d hours, not days or weeks.
• Elastic capabilities by manual request, e.g. via a console operation or programming interface call, are required.
• Automated elasticity which is driven dynamically by
system load, etc. is optional. Contractors must specify whether automated demand-driven elasticity is available and the general mechanisms that drive the capability.

Measured
Service
•Measured service should
be understood as a
reporting requirement
that enables an Ordering
Activity to control their
use in cooperation with
self service
•Procurement guidance for on-demand self-service applies to measured service as well, i.e. rapid elasticity must be technically available but ordering activities and Contractors may mutually designate other contractual arrangements. •Regardless of specific contractual arrangements, reporting must indicate actual usage, be continuously available to the Ordering Activity, and provide meaningful metrics
appropriate to the service measured
•Contractors must specify that measured service is
available and the general sort of metrics and mechanisms available

Cloud services may depend on other cloud services, and cloud service models such as PaaS and SaaS are able to inherit essential characteristics from other cloud services that support them. For example, a PaaS platform service can inherit the broad network access made available by the IaaS service it runs on, and in such a situation would be fully compliant with the broad network access essential characteristic. Services inheriting essential characteristics must make the inherited characteristic fully available at their level of delivery to claim the relevant characteristic by inheritance.

Inheriting characteristics does not require the inheriting provider to directly bundle or integrate the inherited service, but it does require a reasonable measure of support and identification. For example, the Ordering Activity may acquire an IaaS service from “Provider A” and a PaaS service from “Provider B”. The PaaS service may inherit broad network access from “Provider A” but must identify and support the inherited service as an acceptable IaaS provider.

Typically, broad network access for public deployment models implies high bandwidth access from the public internet for authorized users. In a private cloud deployment internet access might be considered broad access, as might be access through a dedicated shared high bandwidth network connection from the Ordering Activity, in accord with the private nature of the deployment model.

Inheriting Essential Characteristics
Assessing Broad Network Access

All cloud resource pools are finite, and only give the appearance of infinite resources when sufficiently large, as is sometimes the case with a public cloud. The resource pool supporting a private cloud is typically smaller with more visible limits. A finite pool of resources purchased as a private cloud service qualifies as resource pooling so long as the resources within the pool can be dynamically allocated to the ultimate users of the resource, even though the pool itself appears finite to the Ordering Activity that procures access to the pool as a source of dynamic service allocation.

b. NIST Service Model
CDW-G may optionally document the service model of cloud computing (e.g. IaaS, PaaS, SaaS, or a combination thereof, that most closely describes their offering, using the definitions in The NIST Definition of Cloud Computing SP 800-145. The following guidance is offered for the proper selection of service models.

NIST’s service models provide this SIN with a set of consistent sub-categories to assist ordering activities in locating and comparing services of interest. Service model is primarily concerned with the nature of the service offered and the staff and activities most likely to interact with the service. Contractors should select a single service model most closely corresponding to their proposed service based on the guidance below. It is understood that cloud services can technically incorporate multiple service models and the intent is to provide the single best categorization of the service.

Contractors should take care to select the NIST service model most closely corresponding to each service offered.

Contractors should not invent, proliferate or select multiple cloud service model sub-categories to distinguish their offerings, because ad-hoc categorization prevents consumers from comparing similar offerings. Instead vendors should make full use of the existing NIST categories to the fullest-extent-possible.

For example, in this SIN an offering commercially marketed by a Contractor as “Storage as a Service” would be properly characterized as Infrastructure as a Service (IaaS), storage being a subset of infrastructure. Services commercially marketed as “LAMP as a Service” or “Database as a Service” would be properly characterized under this SIN as Platform as a Service (PaaS), as they deliver two kinds of platform services. Services commercially marketed as “Travel Facilitation as a Service” or “Email as a Service” would be properly characterized as species of Software as a Service (SaaS) for this SIN. However, Contractors can and should include appropriate descriptions (include commercial marketing terms) of the service in the full descriptions of the service’s capabilities.

When choosing between equally plausible service model sub-categories, Contractors should consider several factors:
1) Visibility to the Ordering Activity. Service model sub-categories in this SIN exist to help Ordering Activities match their requirements with service characteristics. Contractors should select the most intuitive and appropriate service model from the point of view of an Ordering Activity. 2) Primary Focus of the Service. Services may offer a mix of capabilities that span service models in the strict technical sense. For example, a service may offer both IaaS capabilities for processing and storage, along with some PaaS capabilities for application deployment, or SaaS capabilities for specific applications. In a service mix situation CDW-G should select the service model that is their primary focus. Alternatively, CDW-G may choose to submit multiple service offerings for the SIN, each optionally and separately subcategorized. 3) Ordering Activity Role. Contractors should consider the operational role of the Ordering Activity’s primary actual consumer or operator of the service. For example, services most often consumed by system managers are likely to fit best as IaaS; services most often consumed by application deployers or developers as PaaS, and services most often consumed by business users as SaaS. 4) Lowest Level of Configurability. Contractors can consider IaaS, PaaS and SaaS as an ascending hierarchy of complexity, and select the model with the lowest level of available Ordering Activity interaction. As an example, virtual machines are an IaaS service often bundled with a range of operating systems, which are PaaS services.

The Ordering Activity usually has access to configure the lower level IaaS service, and the overall service should Resource Pooling and Private Cloud
be considered IaaS. In cases where the Ordering Activity cannot configure the speed, memory, network configuration, or any other aspect of the IaaS component, consider categorizing as a PaaS service.

Cloud management and cloud broker services should be categorized based on their own characteristics and not those of the other cloud services that are their targets. Management and broker services typically fit the SaaS service model, regardless of whether the services they manage are SaaS, PaaS or IaaS. Use Table 3 to determine which service model is appropriate for the cloud management or cloud broker services, or, alternately choose not to select a service model for the service.

The guidance in Table 3 offers examples of how services might be properly mapped to NIST service models and how a Contractor should interpret the service model sub-categories.

Table 3: Guidance on Mapping to NIST Service Models

Service Model Guidance
Infrastructure as a Service
(IaaS)
Select an IaaS model for service based equivalents of hardware appliances such as virtual machines, storage devices, routers and other physical devices. • IaaS services are typically consumed by system or device managers who would configure physical hardware in a non-cloud setting • The principal customer interaction with an IaaS service is provisioning then configuration, equivalent to procuring and then configuring a physical device.

Examples of IaaS services include virtual machines, object storage, disk block storage, network routers and firewalls, software defined networks.

Gray areas include services that emulate or act as dedicated appliances and are directly used by applications, such as search appliances, security appliances, etc. To the extent that these services or their emulated devices provide direct capability to an application they might be better classified as Platform services (PaaS). To the extent that they resemble raw hardware and are consumed by other platform services they are better classified as IaaS.

Platform as a
Service (PaaS)
Select a PaaS model for service based equivalents of complete or partial software platforms. For the purposes of this classification, consider a platform as a set of software services capable of deploying all or part of an application.
• A complete platform can deploy an entire application. Complete platforms can be proprietary or open source
• Partial platforms can deploy a component of an application which combined with other components make up the entire deployment • PaaS services are typically consumed by application deployment staff whose responsibility is to take a completed agency application and cause it to run on the designated complete or partial platform service

• The principal customer interaction with a PaaS service is deployment, equivalent to deploying an application or portion of an application on a software platform service.

Service Model Guidance
• A limited range of configuration options for the platform service may be available.

Examples of complete PaaS services include:
• A Linux/Apache/MySQL/PHP (LAMP) platform ready to deploy a customer PHP application,
• a Windows .Net platform ready to deploy a .Net application, • A custom complete platform ready to develop and deploy an arbitrary customer application in a proprietary language
• A multiple capability platform ready to deploy an arbitrary customer application on a range of underlying software services.

The essential characteristic of a complete PaaS is defined by the customer’s ability to deploy a complete custom application directly on the platform.

PaaS includes partial services as well as complete platform services.

Illustrative examples of individual platform enablers or components include:
• A database service ready to deploy a customer’s tables, views and procedures,

• A queuing service ready to deploy a customer’s message definitions • A security service ready to deploy a customer’s constraints and target applications for continuous monitoring

The essential characteristic of an individual PaaS component is the customer’s ability to deploy their unique structures and/or data onto the component for a partial platform function.

Note that both the partial and complete PaaS examples all have two things in common:

• They are software services, which offer significant core functionality out of the box
• They must be configured with customer data and structures to deliver results

As noted in IaaS, operating systems represent a grey area in that OS is definitely a platform service, but is typically bundled with IaaS infrastructure. If your service provides an OS but allows for interaction with infrastructure, please sub-categorize it as IaaS. If your service “hides” underlying infrastructure, consider it as PaaS.

Select a SaaS model for service based equivalents of software applications. • SaaS services are typically consumed by business or subject-matter staff who would interact directly with the application in a non-cloud setting. • The principal customer interaction with a SaaS service is actual operation and consumption of the application services the SaaS service provides.

Service Model Guidance
Software as a Service
(SaaS)
• The principal customer interaction with a SaaS service is actual operation and consumption of the application services the SaaS service provides.

Some minor configuration may be available, but the scope of the configuration is limited to the scope and then the permissions of the configuring user. For example, an agency manager might be able to configure some aspects of the application for their agency but not all agencies. An agency user might be able to configure some aspects for themselves but not everyone in their agency.

Typically, only CDW-G would be permitted to configure aspects of the software for all users.

Examples of SaaS services include email systems, business systems of all sorts such as travel systems, inventory systems, etc., wiki’s, websites or content management systems, management applications that allow a customer to manage other cloud or non-cloud services, and in general any system where customers interact directly for a business purpose.

Gray areas include services that customers use to configure other cloud services, such as cloud management software, cloud brokers, etc. In general, these sorts of systems should be considered SaaS, per guidance in this document.

c. Deployment Model
Deployment models (e.g. private, public, community, or hybrid) are not restricted at the SIN level and any specifications for a deployment model are the responsibility of the Ordering Activity.

Multiple deployment model selection is permitted, but at least one model must be selected. The guidance in Table 4 offers examples of how services might be properly mapped to NIST deployment models and how CDW-G should interpret the deployment model characteristics. Contractors should take care to select the range of NIST deployment models most closely corresponding to each service offered.

Note that the scope of this SIN does not include hardware or software components used to construct a cloud, only cloud capabilities delivered as a service, as noted in the Scope section.

Deployment Model Guidance
Private Cloud The service is provided exclusively for the benefit of a definable organization and its components; access from outside the organization is prohibited. The actual services may be provided by third parties, and may be physically located as required, but access is strictly defined by membership in the owning organization.

Public Cloud The service is provided for general public use and can be accessed by any entity or organization willing to contract for it.

Community Cloud The service is provided for the exclusive use of a community with a definable shared boundary such as a mission or interest. As with private cloud, the service may be in any suitable location and administered by a community member or a third party.

Hybrid Cloud The service is composed of one or more of the other models. Typically, hybrid models include some aspect of transition between the models that make them up, for example a private and public cloud might be designed as a hybrid cloud where events like increased load permit certain specified services in the private cloud to run in a public cloud for extra capacity, e.g. bursting.

Vendor suitability for offering services through the Highly Adaptive Cybersecurity Services (HACS) SIN must be in accordance with the following laws and standards when applicable to the specific task orders, including but not limited to:
● Federal Acquisition Regulation (FAR) Part 52.204-21
● OMB Memorandum M-06-19 - Reporting Incidents Involving Personally Identifiable Information and Incorporating the Cost for Security in Agency Information Technology Investments ● OMB Memorandum M -07-16 - Safeguarding Against and Responding to the Breach of Personally Identifiable Information
● OMB Memorandum M-16-03 - Fiscal Year 2015-2016 Guidance on Federal Information Security and Privacy Management Requirements
● OMB Memorandum M-16-04 – Cybersecurity Implementation Plan (CSIP) for Federal Civilian Government ● The Cybersecurity National Action Plan (CNAP)
● NIST SP 800-14 - Generally Accepted Principles and Practices for Securing Information Technology Systems ● NIST SP 800-27A - Engineering Principles for Information Technology Security (A Baseline for Achieving Security)
● NIST SP 800-30 - Guide for Conducting Risk Assessments ● NIST SP 800-35 - Guide to Information Technology Security Services ● NIST SP 800-37 - Guide for Applying the Risk Management Framework to Federal Information Systems: A Security Life Cycle Approach
● NIST SP 800-39 - Managing Information Security Risk: Organization, Mission, and Information System View ● NIST SP 800-44 - Guidelines on Securing Public Web Servers ● NIST SP 800-48 - Guide to Securing Legacy IEEE 802.11 Wireless Networks ● NIST SP 800-53 – Security and Privacy Controls for Federal Information Systems and Organizations ● NIST SP 800-61 - Computer Security Incident Handling Guide ● NIST SP 800-64 - Security Considerations in the System Development Life Cycle ● NIST SP 800-82 - Guide to Industrial Control Systems (ICS) Security ● NIST SP 800-86 - Guide to Integrating Forensic Techniques into Incident Response ● NIST SP 800-115 - Technical Guide to Information Security Testing and Assessment ● NIST SP 800-128 - Guide for Security-Focused Configuration Management of Information Systems ● NIST SP 800-137 - Information Security Continuous Monitoring (ISCM) for Federal Information Systemsand Organizations
● NIST SP 800-153 - Guidelines for Securing Wireless Local Area Networks (WLANs) ● NIST SP 800-171 - Protecting Controlled Unclassified Information in non-federal Information Systems an d Organizations
****NOTE: All non-professional labor categories must be incidental to, and used solely to support Highly Adaptive Cybersecurity Services, and cannot be purchased separately.

TERMS AND CONDITIONS APPLICABLE TO HIGHLY

ADAPTIVE CYBERSECURITY SERVICES (HACS)
(SPECIAL ITEM NUMBER 54151HACS)
****NOTE: All labor categories under the Special Item Number 54151S Information Technology Professional Services may remain under SIN 54151S unless the labor categories are specific to the Highly Adaptive Cybersecurity Services SIN.

1. SCOPE

a. The labor categories, prices, terms and conditions stated under Special Item Numbers 54151HACS High Adaptive Cybersecurity Services apply exclusively to High Adaptive Cybersecurity Services within the scope of this Information Technology Schedule. b. Services under this SIN is limited to Highly Adaptive Cybersecurity Services only. Software and hardware products are under different Special Item Numbers on IT Multiple Award Schedule (MAS) (e.g. 511210, 33411), and may be quoted along with services to provide a total solution. c. The SIN provides ordering activities with access to Highly Adaptive Cybersecurity services only.
d. Highly Adaptive Cybersecurity Services provided under the SIN shall comply with all Cybersecurity certifications and industry standards as applicable pertaining to the type of services as specified by ordering agency.
e. CDW-G shall provide services at CDW-G’s facility and/or at the ordering activity location, as agreed to by CDW-G and the ordering activity.

2. ORDER
a. Agencies may use written orders, Electronic Data Interchange (EDI) orders, Blanket Purchase Agreements, individual purchase orders, or task orders for ordering services under this contract.

Blanket Purchase Agreements shall not extend beyond the end of the contract period; all services and delivery shall be made and the contract terms and conditions shall continue in effect until the completion of the order. Orders for tasks which extend beyond the fiscal year for which funds are available shall include FAR 52.232-19 (Deviation – May 2003) Availability of Funds for the Next Fiscal Year. The purchase order shall specify the availability of funds and the period for which funds are available.
b. All task orders are subject to the terms and conditions of the contract. In the event of conflict between a task order and the contract, the contract will take precedence.

3. PERFORMANCE OFSERVICES
a. CDW-G shall commence performance of services on the date agreed to by CDW-G and the ordering activity. All Contracts will be fully funded. b. CDW-G agrees to render services during normal working hours, unless otherwise agreed to by CDW-G and the ordering activity.
c. The ordering activity should include the criteria for satisfactory completion for each task in the Statement of Work or Delivery Order. Services shall be completed in a good and workmanlike manner.
d. Any Contractor travel required in the performance of Highly Adaptive Cybersecurity Services must comply with the Federal Travel Regulation or Joint Travel Regulations, as applicable, in effect on the date(s) the travel is performed. Established Federal Government per diem rates will apply to all Contractor travel. Contractors cannot use GSA city pair contracts. All travel will be agreed upon with the client prior to CDW-G’s travel.

4. INSPECTION OF SERVICES
Inspection of services is in accordance with 552.212-4 - CONTRACT TERMS AND CONDITIONS – COMMERCIAL ITEMS (MAY 2015) (ALTERNATE II – JUL 2009) (FAR DEVIATION – JUL 2015) (TAILORED) for Firm-Fixed Price and Time-and-Materials and Labor-Hour Contracts orders placed under this contract.

5. RESPONSIBILITIES OF CDW-G
CDW-G shall comply with all laws, ordinances, and regulations (Federal, State, City, or otherwise) covering work of this character. If the end product of a task order is software, then FAR 52.227-14 (MAY 2014) Rights in Data – General, may apply.

CDW-G shall comply with contract clause (52.204-21) to the Federal Acquisition Regulation (FAR) for the basic safeguarding of contractor information systems that process, store, or transmit Federal data received by the contract in performance of the contract. This includes contract documents and all information generated in the performance of the contract.

6. RESPONSIBILITIES OF THE ORDERING ACTIVITY
Subject to the ordering activity’s security regulations, the ordering activity shall permit Contractor access to all facilities necessary to perform the requisite Highly Adaptive Cybersecurity Services.

7. INDEPENDENT CONTRACTOR
All Highly Adaptive Cybersecurity Services performed by CDW-G under the terms of this contract shall be as an independent Contractor, and not as an agent or employee of the ordering activity.

8. ORGANIZATIONAL CONFLICTS OF INTEREST
a. Definitions.
“Contractor” means the person, firm, unincorporated association, joint venture, partnership, or corporation that is a party to this contract.
“Contractor and its affiliates” and “Contractor or its affiliates” refers to CDW-G, its chief executives, directors, officers, subsidiaries, affiliates, subcontractors at any tier, and consultants and any joint venture involving CDW-G, any entity into or with which CDW-G subsequently merges or affiliates, or any other successor or assignee of CDW-G.

An “Organizational conflict of interest” exists when the nature of the work to be performed under a proposed ordering activity contract, without some restriction on ordering activities by CDW-G and its affiliates, may either (i) result in an unfair competitive advantage to CDW-G or its affiliates or (ii) impair CDW-G’s or its affiliates’ objectivity in performing contract work. b) To avoid an organizational or financial conflict of interest and to avoid prejudicing the best interests of the ordering activity, ordering activities may place restrictions on CDW-Gs, its affiliates, chief executives, directors, subsidiaries and subcontractors at any tier when placing orders against schedule contracts. Such restrictions shall be consistent with FAR 9.505 and shall be designed to avoid, neutralize, or mitigate organizational conflicts of interest that might otherwise exist in situations related to individual orders placed against the schedule contract. Examples of situations, which may require restrictions, are provided at FAR 9.508.

9. INVOICES
CDW-G, upon completion of the work ordered, shall submit invoices for Highly Adaptive Cybersecurity Services. Progress payments may be authorized by the ordering activity on individual orders if appropriate.

Progress payments shall be based upon completion of defined milestones or interim products. Invoices shall be submitted monthly for recurring services performed during the preceding month.

10. RESUMES
Resumes shall be provided to the GSA Contracting Officer or the user ordering activity upon request.

11. APPROVAL OFSUBCONTRACTS
The ordering activity may require that CDW-G receive, from the ordering activity's Contracting Officer, written consent before placing any subcontract for furnishing any of the work called for in a task order.

12. DESCRIPTION OF HIGHLY ADAPTIVE CYBERSECURITY SERVICES AND PRICING a. CDW-G shall provide a description of each type of Highly Adaptive Cybersecurity Service offered under Special Item Number 54151HACS for Highly Adaptive Cybersecurity Services and it should be presented in the same manner as CDW-G sells to its commercial and other ordering activity customers. If CDW-G is proposing hourly rates, a description of all corresponding commercial job titles (labor categories) for those individuals who will perform the service should be provided.

b. Pricing for all Highly Adaptive Cybersecurity Services shall be in accordance with CDW-G’s customary commercial practices; e.g., hourly rates, minimum general experience and minimum education.

The following is an example of the manner in which the description of a commercial job title should be presented (see SCP-FSS-004).

EXAMPLE
Commercial Job Title: Computer Network Defense Analysis Description: Uses defensive measures and information collected from a variety of sources to identify, analyze, and report events that occur or might occur within the network in order to protect information, information systems, and networks from threats.

Professionals involved in this specialty perform the following tasks:
● Provide timely detection, identification, and alerting of possible attacks/intrusions, anomalous activities, and misuse activities and distinguish these incidents and events from benign activities. ● Provide daily summary reports of network events and activity relevant to Computer Network Defense practices.

● Monitor external data sources (e.g., Computer Network Defense vendor sites, Computer Emergency Response Teams, SANS, Security Focus) to maintain currency of Computer Network Defense threat condition and determine which security issues may have an impact on the enterprise.

Knowledge, Skills and Abilities: Knowledge of applicable laws (e.g., Electronic Communications Privacy Act, Foreign Intelligence Surveillance Act, Protect America Act, search and seizure laws, civil liberties and privacy laws, etc.), statutes (e.g., in Titles 10, 18, 32, 50 in U.S. Code), Presidential Directives, executive branch guidelines, and/or administrative/criminal legal guidelines and procedures relevant to work performed
Minimum Experience: 5 Years
Minimum Education Requirements: a bachelor's of science degree with a concentration in computer science, cybersecurity services, management information systems (MIS), engineering or information science is essential.

Highly Desirable: Offensive Security Certified Professional (OSCP) or commercial Cybersecurity advanced certification(s).

1. SCOPE
a. The prices, terms and conditions stated under Special Item Number 54151S Information Technology Professional Services and Special Item Number 54151HEAL Health IT Services apply exclusively to IT/IAM Professional and Health IT Services within the scope of this Information Technology Schedule.
b. CDW-G shall provide services at CDW-G’s facility and/or at the ordering activity location, as agreed to by CDW-G and the ordering activity.

2. PERFORMANCE INCENTIVES I-FSS-60 Performance Incentives (April 2000) a. Performance incentives may be agreed upon between CDW-G and the ordering activity on individual fixed price orders or Blanket Purchase Agreements under this contract. b. The ordering activity must establish a maximum performance incentive price for these services and/or total solutions on individual orders or Blanket Purchase Agreements. c. Incentives should be designed to relate results achieved by CDW-G to specified targets. To the maximum extent practicable, ordering activities shall consider establishing incentives where performance is critical to the ordering activity’s mission and incentives are likely to motivate CDW-G. Incentives shall be based on objectively measurable tasks.

3. ORDER
a. Agencies may use written orders, EDI orders, blanket purchase agreements, individual purchase orders, or task orders for ordering services under this contract. Blanket Purchase Agreements shall not extend beyond the end of the contract period; all services and delivery shall be made and the contract terms and conditions shall continue in effect until the completion of the order. Orders for tasks which extend beyond the fiscal year for which funds are available shall include FAR

52.232-19 (Deviation – May 2003) Availability of Funds for the Next Fiscal Year. The purchase order shall specify the availability of funds and the period for which funds are available. b. All task orders are subject to the terms and conditions of the contract. In the event of conflict between a task order and the contract, the contract will take precedence.

4. PERFORMANCE OFSERVICES
a. CDW-G shall commence performance of services on the date agreed to by CDW-G and the ordering activity.
b. CDW-G agrees to render services only during normal working hours, unless otherwise agreed to by CDW-G and the ordering activity.
c. The ordering activity should include the criteria for satisfactory completion for each task in the Statement of Work or Delivery Order. Services shall be completed in a good and workmanlike manner.
d. Any Contractor travel required in the performance of IT/IAM and Health IT Services must comply with the Federal Travel Regulation or Joint Travel Regulations, as applicable, in effect on the date(s) the travel is performed. Established Federal Government per diem rates will apply to all Contractor travel. Contractors cannot use GSA city pair contracts. All travel will be agreed upon with the client prior to CDW-G’s travel.

TERMS AND CONDITIONS APPLICABLE TO INFORMATION TECHNOLOGY (IT) PROFESSIONAL SERVICES (SPECIAL ITEM NUMBER 54151S) AND HEALTH IT SERVICES (SPECIAL ITEM NUMBER 54151HEAL)

5. STOP-WORK ORDER (FAR 52.242-15) (AUG1989)
a. The Contracting Officer may, at any time, by written order to CDW-G, require CDW-G to stop all, or any part, of the work called for by this contract for a period of 90 days after the order is delivered to CDW-G, and for any further period to which the parties may agree. The order shall be specifically identified as a stop-work order issued under this clause. Upon receipt of the order, CDW-G shall immediately comply with its terms and take all reasonable steps to minimize the incurrence of costs allocable to the work covered by the order during the period of work stoppage. Within a period of 90 days after a stop-work is delivered to CDW-G, or within any extension of that period to which the parties shall have agreed, the Contracting Officer shall either-
(1) Cancel the stop-work order; or
(2) Terminate the work covered by the order as provided in the Default, or the Termination for Convenience of the Government, clause of this contract.

b. If a stop-work order issued under this clause is canceled or the period of the order or any extension thereof expires, CDW-G shall resume work. The Contracting Officer shall make an equitable adjustment in the delivery schedule or contract price, or both, and the contract shall be modified, in writing, accordingly, if-
(1) The stop-work order results in an increase in the time required for, or in CDW-G's cost properly allocable to, the performance of any part of this contract; and (2) CDW-G asserts its right to the adjustment within 30 days after the end of the period of work stoppage; provided, that, if the Contracting Officer decides the facts justify the action, the Contracting Officer may receive and act upon the claim submitted at any time before final payment under this contract.
c. If a stop-work order is not canceled and the work covered by the order is terminated for the convenience of the Government, the Contracting Officer shall allow reasonable costs resulting from the stop-work order in arriving at the termination settlement. d. If a stop-work order is not canceled and the work covered by the order is terminated for default, the Contracting Officer shall allow, by equitable adjustment or otherwise, reasonable costs resulting from the stop-work order.

6. INSPECTION OF SERVICES
In accordance with FAR 52.212-4 CONTRACT TERMS AND CONDITIONS--COMMERCIAL ITEMS (MAR 2009) (DEVIATION I - FEB 2007) for Firm-Fixed Price orders and FAR 52.212-4 CONTRACT TERMS AND CONDITIONS −COMMERCIAL ITEMS (MAR 2009) (ALTERNATE I − OCT 2008) (DEVIATION I – FEB 2007) applies to Time-and-Materials and Labor-Hour Contracts orders placed under this contract.

7. RESPONSIBILITIES OF CDW-G
CDW-G shall comply with all laws, ordinances, and regulations (Federal, State, City, or otherwise) covering work of this character. If the end product of a task order is software, then FAR 52.227-14 (Dec 2007) Rights in Data – General, may apply.

8. RESPONSIBILITIES OF THE ORDERING ACTIVITY

Subject to security regulations, the ordering activity shall permit CDW-G access to all facilities necessary to perform the requisite IT/IAM Professional and Health IT Services.

9. INDEPENDENT CONTRACTOR

All IT/IAM Professional and Health IT Services performed by CDW-G under the terms of this contract shall be as an independent Contractor, and not as an agent or employee of the ordering activity.

10. ORGANIZATIONAL CONFLICTS OF INTEREST

a. Definitions.

“Contractor” means the person, firm, unincorporated association, joint venture, partnership, or corporation that is a party to this contract.
“Contractor and its affiliates” and “Contractor or its affiliates” refers to CDW-G, its chief executives, directors, officers, subsidiaries, affiliates, subcontractors at any tier, and consultants and any joint venture involving CDW-G, any entity into or with which CDW-G subsequently merges or affiliates, or any other successor or assignee of CDW-G.

An “Organizational conflict of interest” exists when the nature of the work to be performed under a proposed ordering activity contract, without some restriction on ordering activities by CDW-G and its affiliates, may either (i) result in an unfair competitive advantage to CDW-G or its affiliates or (ii) impair CDW-G’s or its affiliates’ objectivity in performing contract work. b. To avoid an organizational or financial conflict of interest and to avoid prejudicing the best interests of the ordering activity, ordering activities may place restrictions on CDW-Gs, its affiliates, chief executives, directors, subsidiaries and subcontractors at any tier when placing orders against schedule contracts. Such restrictions shall be consistent with FAR 9.505 and shall be designed to avoid, neutralize, or mitigate organizational conflicts of interest that might otherwise exist in situations related to individual orders placed against the schedule contract.

Examples of situations, which may require restrictions, are provided at FAR 9.508.

11. INVOICES

CDW-G, upon completion of the work ordered, shall submit invoices for IT/IAM Professional and Health IT Services. Progress payments may be authorized by the ordering activity on individual orders if appropriate.

Progress payments shall be based upon completion of defined milestones or interim products.

Invoices shall be submitted monthly for recurring services performed during the preceding month.

12. PAYMENTS

For firm-fixed price orders the ordering activity shall pay CDW-G, upon submission of proper invoices or vouchers, the prices stipulated in this contract for service rendered and accepted. Progress payments shall be made only when authorized by the order. For time-and-materials orders, the Payments under Time-and-Materials and
Labor-Hour Contracts at FAR 52.212-4 (MAR 2009) (ALTERNATE I – OCT 2008) (DEVIATION I – FEB 2007) applies to time-and-materials orders placed under this contract. For labor-hour orders, the Payment under Time-and-Materials and Labor-Hour Contracts at FAR 52.212-4 (MAR 2009) (ALTERNATE I – OCT 2008) (DEVIATION I – FEB 2007) applies to labor-hour orders placed under this contract. 52.216-31(Feb 2007) Time- and-Materials/Labor-Hour Proposal Requirements—Commercial Item Acquisition. As prescribed in 16.601(e)(3), insert the following provision:
a. The Government contemplates award of a Time-and-Materials or Labor-Hour type of contract resulting from this solicitation.
b. The offeror must specify fixed hourly rates in its offer that include wages, overhead, general and administrative expenses, and profit. The offeror must specify whether the fixed hourly rate for each labor category applies to labor performed by—
(1) The offeror;
(2) Subcontractors; and/or
(3) Divisions, subsidiaries, or affiliates of the offeror under a common control.

13. RESUMES

Resumes shall be provided to the GSA Contracting Officer or the user ordering activity upon request.

14. INCIDENTAL SUPPORT COSTS

Incidental support costs are available outside the scope of this contract. The costs will be negotiated separately with the ordering activity in accordance with the guidelines set forth in the FAR.

15. APPROVAL OFSUBCONTRACTS

The ordering activity may require that CDW-G receive, from the ordering activity's Contracting Officer, written consent before placing any subcontract for furnishing any of the work called for in a task order.

16. DESCRIPTION OF IT/IAM PROFESSIONAL AND HEALTH ITSERVICES AND PRICING

a. CDW-G shall provide a description of each type of IT/IAM/Health IT Service offered under Special Item Numbers 54151S IT/IAM Professional Services and Health IT Services Special Item Number 54151HEAL and should be presented in the same manner as CDW-G sells to its commercial and other ordering activity customers. If CDW-G is proposing hourly rates, a description of all corresponding commercial job titles (labor categories) for those individuals who will perform the service should be provided.
b. Pricing for all IT/IAM Professional and Health IT Services shall be in accordance with CDW- G’s customary commercial practices; e.g., hourly rates, monthly rates, term rates, and/or fixed prices, minimum general experience, and minimum education CDWG GSA Professional Services Labor Categories Hourly Rates

SIN(s) SERVI C E PROP OS E D
(e.g. JobTitle/Task)
GSA
Sell
with
IFF
2022
GSA
Sell
with
IFF
2023
GSA
Sell
with
IFF
2024
GSA
Sell
with
IFF
2025
GSA
Sell
with
IFF
2026
GSA
Sell
with
IFF
2027
54151S Data Center Engineer 1 $205.64 $211.81 $218.16 $224.71 $231.45 $238.39 54151S Data Center Engineer 2 $226.73 $233.53 $240.54 $247.75 $255.19 $262.84 54151S Data Center Engineer 3 $253.10 $260.69 $268.51 $276.57 $284.87 $293.41 54151S Network Engineer 1 $200.37 $206.38 $212.57 $218.95 $225.52 $232.28 54151S Network Engineer 2 $221.46 $228.10 $234.95 $242.00 $249.26 $256.73 54151S Network Engineer 3 $247.82 $255.25 $262.91 $270.80 $278.92 $287.29 54151S Network Security Engineer 1 $216.19 $222.68 $229.36 $236.24 $243.32 $250.62 54151S Network Security Engineer 2 $221.46 $228.10 $234.95 $242.00 $249.26 $256.73 54151S Network Security Engineer 3 $253.10 $260.69 $268.51 $276.57 $284.87 $293.41 54151HACS Consulting Engineer $208.56

$214.82 $221.26 $227.90 $234.74 $241.78
54151HACS Associate Consulting Engineer (ACE) $163.22 $168.12 $173.16 $178.35 $183.71 $189.22 54151S UC Engineer 1 $226.73 $233.53 $240.54 $247.75 $255.19 $262.84 54151S UC Engineer 2 $242.55 $249.83 $257.32 $265.04 $272.99 $281.18 54151S UC Engineer 3 $258.37 $266.12 $274.10 $282.33 $290.80 $299.52 54151S Project Manager $204.03 $210.15 $216.46 $222.95 $229.64 $236.53 54151S Senior Project Manager $217.63 $224.16 $230.88 $237.81 $244.94 $252.29 54151S Program Manager $231.23 $238.17 $245.31 $252.67 $260.25 $268.06 54151S Senior Program Manager $253.10 $260.69 $268.51 $276.57 $284.87 $293.41 54151S Techni cal Writer $75.15 $77.40 $79.73 $82.12 $84.58 $87.12 54151S Quality Assurance Analyst $105.97 $109.15 $112.42 $115.80 $119.27 $122.85 54151S Project Analyst $107.55 $110.78 $114.10 $117.52 $121.05 $124.68 54151S Project Coordinat or $123.81 $127.52 $131.35 $135.29 $139.35 $143.53 54151S Service Now Engagement Manager Ill (Project) $249 $256.47 $264.16 $272.09 $280.25 $288.66 54151S ServiceNow Business Process Consultant IV (Project) $276 $284.28 $292.81 $301.59 $310.64 $319.96 54151S Service Now Quality Assurance Expert (Project) $207 $213.21 $219.61 $226.19 $232.98 $239.97 54151S ServiceNow Solution Architect Ill (Project) $255 $262.65 $270.53 $278.65 $287.00 $295.61 54151S Service Now Technical Consultant Ill (Project) $217 $223.51 $230.22 $237.12 $244.24 $251.56 54151S ServiceNow Developer IV (Project) $202 $208.06 $214.30 $220.73 $227.35 $234.17 54151S Service Now Trainer (Project) $228 $234.84 $241.89 $249.14 $256.62 $264.31 54151S ServiceNow Engagem ent Manager Ill
(Staff Augmentation)
$202
$208.06 $214.30 $220.73 $227.35 $234.17
54151S ServiceNow Business Process Consultant IV (Staff Augmentation)
$228
$234.84 $241.89 $249.14 $256.62 $264.31
54151S Service Now Quality Assurance Expert
IV (Staff Augmentation)
$149
$153.47 $158.07 $162.82 $167.70 $172.73
54151S Service Now Solution Architect Ill IV (Staff
Augmentation)
$233 $239.99 $247.19 $254.61 $262.24 $270.11
54151S Service Now Technical Consultant Ill IV
(Staff Augmentation)
$180
$185.40 $190.96 $196.69 $202.59 $208.67
54151S Service Now Developer IV IV (Staff Augmentation) $170 $175.10 $180.35 $185.76 $191.34 $197.08 54151S Service Now Trainer IV (Staff Augmentati on)) $182 $187.46 $193.08 $198.88 $204.84 $210.99

*All rates are hourly and escalate 3% each January 1 st each year.

All rates are per
hour and escalate
3% on January 1st
of each year. All
rates include

0.75% Industrial
Funding Fee.

All rates include 0.75% Industrial Funding Fee.
1/1/2022 -
12/31/2022
1/1/2023 -
12/31/2023
1/1/2024 -
12/31/2024
1/1/2025 -
12/31/2025
1/1/2026 -
12/31/2026
1/1/2027 -
12/31/2027
IT/IAM Professional Services Qualifications
Datacenter Storage & Virtualization: Data Center Engineer Data Center Engineer
Level Qualifications
1 Minimum Education: Bachelor’s Degree
Relevant Experience: 1 - 4 years, absence of a degree may be replaced by a minimum additional 2 years’ experience.

Participates in activities such as ongoing maintenance of networks and systems, monitoring service level metrics and commitments; developing standards, policies, and operational processes. Has familiarity and experience with technologies such as, but not limited to, Windows Server, Netapp, VMware, Citrix, IBM Bladecenter, FCP, ICSCI, CIFS, NFS and TCP/IP.

Professional Certifications: Certification required, including, but are not limited to, VCP, CCP-V, MCSE, MCITP, MCTS, MCSA, MCP or equivalent.
2 Minimum Education: Bachelor’s Degree
Relevant Experience: 5+ years, absence of a degree may be replaced by a minimum additional 2 years’ experience.

In addition to experience listed for previous engineer level, works independently to perform complex tasks and provides support and assistance to less experienced engineers in a team project. Contributes to designing, planning, and implementing Data Center Solutions including Network Virtualization, Storage and Compute platforms. Demonstrated working experience with technologies such as, but not limited to, Windows Server, Netapp, VMware, Citrix, IBM Bladecenter, FCP, ICSCI, CIFS, NFS and TCP/IP.

Professional Certifications: Certification required, including, but not limited to, VCP, CCP- V, MCSE, MCITP, MCTS, MCSA, MCP or equivalent.
3 Minimum Education: Bachelor’s Degree
Relevant Experience: 10+ years, 2 years’ experience may be replaced by a Master’s Degree.

In addition to experience listed for previous levels, 4+ years consulting experience. Plans proactively to prevent problems. Interfaces with technical and business staff of customers following project implementation, including the project sponsor and stakeholders, encouraging more complex future engagements. Advises customer on appropriate solutions over the course of the project or lifecycle. Demonstrated working knowledge with technologies such as, but not limited to, Windows Server, Netapp, VMware, Citrix, IBM Bladecenter, FCP, ICSCI, CIFS, NFS and TCP/IP.

Professional Certifications: Certification required, including, but are not limited to VCP, CCV-P, MCSE, MCITP, MCTS, MCSA, MCP or equivalent.

Infrastructure Networking & Enterprise Networking: Network Engineer

Network Engineer
Level Qualifications
1 Minimum Education: Bachelor’s Degree
Relevant Experience: 1 - 4 years, absence of a degree may be replaced by a minimum additional 2 years’ experience.

Provides a range of technical services to support the installation and implementation of networks and computer systems. Has familiarity with Routing and Switching technology including, but not limited to LAN Campus design; and experience with switching technologies such as Catalyst 6500, 2900/3900, 2950/3550, 2948G, 3750, 4000, 4500, 5000 series switches and/or Cisco 1700, 2600/3600, 3700, 7200 series routers or equivalents; introductory knowledge of protocols and Standards: IGRP, EIGRP, RIP, BGP, OSPF, Spanning Tree 802.1(d/s/w), VLANs, HSRP, Trunking (ISL/802.1Q), Monitoring (RSPAN/SPAN/VSPAN), VACLs, 802.3(u/z/ab), FEC/GEC, and LACP 802.3ad.

Professional Certifications: Certification required, including, but not limited to, CCNA, WCNA, Network+, or equivalent.
2 Minimum Education: Bachelor’s Degree
Relevant Experience: 5+ years, absence of a degree may be replaced by a minimum additional 2 years’ experience.

Provides a range of technical services to support the installation and implementation of networks and computer systems. Works independently to perform complex tasks and provides support and assistance to less experienced engineers in a team project. Contributes to team of engineers in designing, planning, and implementing LANs and WANs using routers, switches and network security devices. Identifies and troubleshoots hardware and software technical problems related to LANs/WANs. Has experience working with Routing and Switching technology, including, but not limited to LAN Campus design; experience with switches such as Catalyst 6500, 2900/3900, 2950/3550, 2948G, 3750, 4000, 4500, 5000 series switches, and/or Cisco 1700, 2600/3600, 3700, 7200 series routers. Has experience with protocols and standards such as: IGRP, EIGRP, RIP, BGP, OSPF, Spanning Tree 802.1(d/s/w), VLANs, HSRP, Trunking (ISL/802.1Q), Monitoring (RSPAN/SPAN/VSPAN), VACLs, 802.3(u/z/ab), FEC/GEC, and LACP 802.3ad.

Professional Certifications: Certification required, including, but not limited, to Network+, CCNP, JNCIE-ENT, CCDA, CCDP or equivalent.

Network Engineer
Level Qualifications
3 Minimum Education: Bachelor’s Degree
Relevant Experience: 10+ years, 2 years’ experience may be replaced by a Master’s Degree.

Provides a range of technical services to support the design, installation and implementation of networks and computer systems. Works independently to perform complex tasks and provides support and assistance to less experienced engineers in a team project. Contributes to designing, planning, and implementing LANs and WANs using routers, switches and network security devices. Identifies and troubleshoots hardware and software technical problems related to LANs/WANs. Performs client consulting in the area of network engineering, hardware and software, using routers, switches, network security devices, protocol analyzers, TCP/IP, VPN, Frame Relay, and MPLS. Assigned to the complex support tasks, such as diagnosing and solving complex hardware/software problems. Serves as a team lead directing and coordinating the work of all team members to complete network infrastructure projects successfully. Demonstrates an advanced level of experience working with Routing and Switching technologies including, but not limited to LAN Campus design and experience with switching technologies such as Catalyst 6500, 2900/3900, 2950/3550, 2948G, 3750, 4000, 4500, 5000 series switches and/or Cisco 1700, 2600/3600, 3700, 7200 series routers. Has experience with protocols and standards such as:

IGRP, EIGRP, RIP, BGP, OSPF, Spanning Tree 802.1(d/s/w), VLANs, HSRP, Trunking (ISL/802.1Q), Monitoring (RSPAN/SPAN/VSPAN), VACLs, 802.3(u/z/ab), FEC/GEC, and LACP 802.3ad.

Professional Certifications: Certification required, including, but not limited to a Network+, CCNP, JNCIE-ENT, CCDA, CCDP or equivalent.

Network Security: Network Security Engineer

Network Security Engineer
Level Qualifications
1 Minimum Education: Bachelor’s Degree
Relevant Experience: 1 -4 years, absence of a degree may be substituted by a minimum additional 2 years’ experience.

Participates in activities such as technically-focused penetration tests and security assessments of client networks and computer systems. Performs ongoing maintenance and updates of security software and procedures for client network systems. May have working knowledge of relevant technology including, but not limited to VPN 3030, IDS Module for 6500, IDS appliance 4215, and Nokia/Checkpoint Firewall; network Monitoring, installed and configured NAM module.

Professional Certifications: Certification required, including, but not limited to CompTIA Security+, A+, Network+, or equivalent.
2 Minimum Education: Bachelor’s Degree
Relevant Experience: 5+ years, absence of a degree may be replaced by a minimum additional 2 years’ experience.

In addition to experience listed for previous engineer level, participates in discovery and design sessions to identify and mitigate Information Security risks. Monitors service level metrics and commitments to meet contract requirements. Advises clients of security risks discovered and suggested and the steps to remediate. Maintains awareness of new technology and published vulnerabilities. Performs complex tasks and also provides support and assistance to less experienced engineers in a team project. Has working knowledge of relevant technology including, but not limited to VPN 3030, IDS Module for 6500, IDS appliance 4215, and Nokia/Checkpoint Firewall; network Monitoring, installed and configured NAM module.

Professional Certifications: Certification required, including, but not limited to CompTIA Security+ or CISSP, CISM, A+, Network+, or equivalent.
3 Minimum Education: Bachelor’s Degree
Relevant Experience: 8+ years, 2 years’ experience may be substituted by a Master’s Degree.

Prepares reports and briefings on security assessment and risk mitigation of planned and existing client networks. Able to adjust the content of these communications to the appropriate technical level of the audience. Assigned to complex support tasks, or performs as a team lead directing and coordinating the work of all team members to complete projects successfully. In-depth knowledge of relevant technology including, but not limited to VPN 3030, IDS Module for 6500, IDS appliance 4215, and Nokia/Checkpoint Firewall; network Monitoring, installed and configured NAM module.

Professional Certifications: Certification required, including, but not limited to CISSP or CISM, Security+, A+, Network+, or equivalent.

Unified Communications: CI/UC Engineer

CI/UC Engineer
Level Qualifications
1 Minimum Education: Bachelor’s Degree
Relevant Experience: 1 -4 years, absence of a degree may be substituted by a minimum additional 2 years’ experience.

Participates in the development and implementation of technical architecture and physical designs for our customers' networks. Reads design documents and contributes to the development of client solutions for future projects. Installs, configures and tests hardware and applications based on design specifications, client environment and solution topology. Monitors service level metrics and commitments. Has working knowledge of network US servers (e.g.

Cisco Call Manager) and network management application (e.g. Cisco Unity). May have working experience with network utilities (e.g. BARS and/or DIRT utilities) to do backups and restores of the servers.

Professional Certifications: Certification required, including, but not limited to, CCNP Collaboration, IBM Sametime, MCSE Communication, or equivalent. 2 Minimum Education: Bachelor’s Degree
Relevant Experience: 5-8 years; absence of a degree may be replaced by a minimum additional 2 years’ experience.

Analyzes existing voice and data networks, recommending solutions, including the setup, configuration, and testing of new communications firewalls, routers and voice gateways. Assists by educating the customer about new technologies and IP Telephony methodology. Has working knowledge of network US servers (e.g. Cisco Call Manager) and network management application (e.g. Cisco Unity). May have working experience with network utilities (e.g. BARS and/or DIRT utilities) to do backups and restores of the servers.

Professional Certifications: Certification required, including, but not limited to, CCNP Collaboration, IBM Sametime, MCSE Communication, Avaya ACSS, or equivalent. 3 Minimum Education: Bachelor’s Degree
Relevant Experience: 8+ years, 2 years’ experience may be replaced by a Master’s Degree.

Works with Project Managers and customers to manage expectations and timelines to ensure expectations and commitments are met. May regularly interface with technical and business staff of customers, including the project sponsor and stakeholders of projects in more complex engagements. Performs as a team lead directing and coordinating the work of all technical team members to complete projects successfully. Has working knowledge of network US servers (e.g.

Cisco Call Manager) and network management application (e.g. Cisco Unity). May have working experience with network utilities (e.g. BARS and/or DIRT utilities) to do backups and restores of the servers.

Professional Certifications: Certification required, including, but not limited to, CCNP Collaboration, IBM Sametime, MCSE Communication, Avaya ACSS and CCIE Collaboration, or equivalent.

Project Management

Project Management
Level Qualifications
1 PM Minimum Education: Bachelor’s Degree
Relevant Experience: 1 - 4 years serving as a project coordinator or deputy project manager; absence of a degree may be replaced by a minimum additional 2 years’ of project experience.

Demonstrates the ability to communicate, build teams, and recommend business strategies.

Assigned to smaller projects, is responsible for managing all project staff and ensuring that the staff completes all of their assigned tasks on time and correctly. Also manages the test and acceptance process through final customer acceptance.

Professional Certifications: Certification required, including, but not limited to CAPM, PMP or other certifications, such as ITIL, Six Sigma or equivalent. 2 Sr. PM Minimum Education: Bachelor’s Degree
Relevant Experience: 5 - 10 years in project management; absence of a degree may be replaced by a minimum additional 2 years’ of project experience.

In addition to experience listed for previous PM level, has a demonstrated ability to manage Federal clearances and logistics. The Senior PM is responsible for managing complex projects with more personnel and a higher level of coordination or risk. Maintains appropriate communications with customer personnel and ensures the customer is completely satisfied with all aspects of the project.

Professional Certifications: Certification required, including, but not limited to PMP or other certifications, such as ITIL, Six Sigma or equivalent.
3 PgM Minimum Education: Bachelor’s Degree
Relevant Experience: 10 - 12 years in program/project management; absence of a degree may be replaced by a minimum additional 2 years’ of project experience.

In addition to experience listed for previous PM level, has a demonstrated ability to manage multiple programs/projects including logistics and testing requirements. The Program Manager is responsible for managing complex projects with more personnel and a higher level of coordination or risk. Maintains appropriate communications with customer personnel and ensures the customer is completely satisfied with all aspects of the project.

Professional Certifications: Certification required, including, but not limited to PMP or PgMP, or other relevant certifications, such as ITIL or Six Sigma or equivalent. 3 Sr. PgM Minimum Education: Bachelor’s Degree
Relevant Experience: 12+ years in program/project management; 2 years’ experience may be replaced by a Master’s Degree.

In addition to experience listed for previous PM levels, the senior level Program Manager manages large complex projects with multiple technology integrations and/or multiple engineers. In addition, the senior level Program Manager may provide some direction and oversight of customer personnel who have responsibility for some elements of the overall project plan.

Professional Certifications: Certification required, including, but not limited to PMP or PgMP, or other relevant certifications, such as ITIL or Six Sigma or equivalent.

Project Support

Project Support
Level Qualifications

Tech Writer
Minimum Education: Bachelor’s Degree
Relevant Experience: 1 - 5 years’ experience; absence of a degree may be replaced by a minimum additional 2 years’ of project-based experience.

Edits functional descriptions, system specifications, user manuals, special reports, or any other customer deliverables or documents for projects. Has experience in all aspects of editing and analyzing written documents, and can assist in performing financial and administrative functions for projects and preparing the reports required by the client.

Quality
Assurance
Analyst
Minimum Education: Bachelor’s Degree
Relevant Experience: 1 - 5 years’ experience; absence of a degree may be replaced by a minimum additional 2 years’ of project-based experience.

Performs quality reviews of departmental operations at engagement and individual levels to measure performance against contract regulation, program policy and procedure. Reviews group and individual outputs on a scheduled and random basis to ensure proper procedures are followed. Identifies and researches inefficiencies or inaccuracies in engagement methods and procedures. Proposes and implements procedural/systems solutions to meet needs and improve overall performance. Gathers and analyzes quality statistics to determine trends and documents findings for management. Responds to questions regarding quality issues.

Project
Analyst
Minimum Education: Bachelor’s Degree
Relevant Experience: 1 - 5 years’ experience; absence of a degree may be replaced by a minimum additional 2 years’ of project-based experience.

Under general supervision supports project planning, scheduling, monitoring, and reporting activities in a project/program office environment. Develops understanding of the analysis of project economics including costs, operational budgets, and risk. May prepare project/program documentation including WBS and project plan; may contribute to requirements, risk schedule, and change control. Develops understanding of the contract detail and develops the ability to determine whether work is in scope. Collates requested information for the client.

Project
Coordinator
Minimum Education: Bachelor’s Degree
Relevant Experience: 1 - 5 years’ experience; absence of a degree may be replaced by a minimum additional 2 years’ of project-based experience.

Administer and organize project activities in cooperation with and under the direction of the Program/Project Manager. Has strong written communication, proof reading and research skills. Tracks and monitors project schedules, resources and project financial management accounting activities. Maintains project level documentation, monitoring project timelines to facilitate successful delivery deadlines being met. Possesses solid organizational skills including attention to detail and is able to meet multiple and simultaneous program/project deadlines.

Information Security

Level Qualifications

Consulting
Engineer
Minimum Education: Bachelor degree in business, computer science, or a related technical degree or equivalent; absence of a degree may be replaced by a minimum additional 2 years’ of project experience.

Relevant Experience: Three years’ experience delivering technical solutions including planning, development, implementation and support. Experience with one or more of the following: security administration, incident response, forensics, policy and process development or analysis, penetration testing, or demonstrated proficiency in equivalent technologies.

Knowledge, Skills and Abilities:

May participate in enterprise -scale security assessment and penetration testing projects for customers. Take ownership of project phases (e.g. wireless penetration testing) and drive those areas of the project to their conclusion. Communicate security policy and/or technology issues verbally on both a formal and informal basis to all levels of client staff, ranging from senior executives to user representatives. Deal with client discussions in an unstructured interview environment and produce high -quality written technical documents. Work independently on multiple projects in diverse customer environments, ensure that appropriate management is apprised of project status, bring projects to completion and follow up with customers regarding results. Gain a clear understanding of client environment, identify client needs, and effectively communicate solutions. May also develop tools for internal team use, and participate in upkeep and improvement of team systems. May also cultivate new areas of security knowledge , and contribute to the team’s expertise via presentations, documentation, and/or tool development.

Provide network security technical support and consultation to customers and internal resources.

Preferred Qualifications
• Consulting experience preferred
• Knowledge of one or more of the following programming languages: C/C++, perl. Python, ruby, or equivalent
• CISSP certification preferred, may be substituted with relevant equivalent

Level Qualifications
Associate
Consulting
Engineer
(ACE)
Minimum Education: Bachelor degree or one of the following:
• Associate degree in Information Security, Computer Science, or related technology focused concentration plus one year of relevant practical experience; absence of a degree may be replaced by a minimum additional 2 years’ of relevant technical/practical experience.

Relevant Experience: Over three (3) years relevant practical experience in IT networking, information systems management or application development or one year of relevant practical experience plus one or more applicable technology related certifications (certifications must be in activestanding)

Knowledge, Skills and Abilities:

Responsible for conducting technically-focused penetration tests and security assessments and advising clients of security risks discovered and suggested steps to remediate. ACEs focusing in Information Security work with our customers to identify and mitigate Information Security risks.

Additional skills are developed to perform technically -focused security assessments for our customers, including:
• Uncovering and exploiting security weaknesses on a client network through vulnerability scanning and penetration testing (i.e. white-hat hacking). • Providing reports and briefings that are consumable by both executives and technical audiences.  These reports help our clients understand their current security posture and provide actionable guidance on how to most effectively reduce risk. • Opportunity to expand into Information Security policy and control consulting related to PCI, HIPAA, and NIST.

Key Areas of Responsibility
The Associate Consulting Engineer (ACE) is responsible for the following:
• Pre-Engagement – listen and observe sales activities, maintain professional demeanor in client and vendor interactions, understand the customer needs, asks appropriate questions.

Provide in-depth technical expertise on security assessment and risk mitigation. • Planning – participate in kick off meetings. Communicate client information and requirements with the project team. Review Statement of Work (SOW), validating scope and tactical project requirements.
• Design – Discover and enumerate network targets and design a penetration testing approach. Participate in joint discovery and design sessions, as appropriate, to provide a technical analysis on implementation sequencing.
• Implementation – perform assigned engagement activities as directed, seek assistance as needed. Implement the security assessment approach, enumerating and documenting security weaknesses in the client’s environment. Summarize all findings and suggestions into a report. Keep team members informed on assigned tasks via status reports. • Closure – participate in post-project debrief sessions and provide knowledge transfer as appropriate.
• Operations –Recognize need for problem management and own what is needed to drive resolution, identify and recommend process improvements. As appropriate, contribute to Wiki forums and provide feedback/questions to stimulate discussion, intellectual capital including internal tool development and continuous process improvement.

Preferred Qualifications
• At least 1 semester or equivalent experience of programming experience, including, but not limited to Python, Perl, Ruby, PowerShell,
• Experience with Linux preferred,
• One or more of the following professional certifications: CompTIA Security+, CompTIA Network+, CCNA, CISSP, OSCP, SANS GIAC or the relevant equivalent, • May possess experience in cyber competitions.
• Public speakingexperience,
• Military Information Security background is a plus,
• National technology related challenges, awards or achievements also recognized a s relevant experience

SERVICE NOW QUALIFICATIONS

Labor Category
(not cleared
Categories)
Description/Qualifications
54151S-
ServiceNow
Engagement
Manager III
Minimum Education: Bachelor Degree OR equivalent industry certifications.

Relevant Experience: Minimum 8 years of experience. Oversees medium to large sized projects comprised of sub-projects with complex deliverables and sub-projects running concurrently.

Primary point of contact regarding project schedule, project status, meetings, reporting requirements, scope changes, risks, issues, and concerns raised by the customer or CDW Team.

Professional Certifications: Equivalent industry certifications 54151S-
ServiceNow
Business Process
Consultant IV
Minimum Education: Bachelor Degree OR equivalent industry certifications (e.g., Prosci)

Relevant Experience: Minimum years of Experience 12
Works alongside the project team to provide specific guidance on both strategic need and tactical execution for enterprise readiness. This role will focus on such things as defining the OCM strategic plan as well as providing assistance with the local project team for tactical execution of plans for things such as: communication, marketing, coaching, resistance management, and training.

Professional Certifications:

Equivalent industry certifications (e.g., Prosci)
54151S-
ServiceNow
Quality
Assurance
Expert
Minimum Education: Bachelor Degree OR equivalent industry certifications (e.g., ITIL, PMBoK, CobiT, ServiceNow, etc.)

Relevant Experience: Minimum of 4 years experience. Provides testing before the customer tests stories and before turning them over to Customer. Tests business and system requirements executing test scripts manually or via automated tools; documents defects, issues and test session progress; reports results to management. ServiceNow Quality Assurance Experts will also provide additional testing services if additional testing options are selected in a related Statement of Work.

Professional Certifications: Equivalent industry certifications (e.g., ITIL, PMBoK, CobiT, ServiceNow, etc.)
54151S-
ServiceNow
Solution
Architect III
Minimum Education: Bachelor Degree OR equivalent industry certifications (e.g., Prosci.)

Relevant Experience: Minimum of 8 years experience. Enterprise Solution Architect overseeing large-scale projects with multiple workstreams. A key member of the ServiceNow implementation project team with expertise in at least 4 specialized areas of the platform; conducts business requirement workshops, responsible for the overall design of the application and mapping client business requirements from the project team to systems/technical requirements. Provides direction on the best means of performing application configuration based on the business requirements for a specific project.

Professional Certifications: Equivalent industry certifications (e.g., Prosci)

SERVICE NOW QUALIFICATIONS

Labor Category
(not cleared
Categories)
Description/Qualifications
54151S-
ServiceNow
Technical
Consultant III
Minimum Education: Minimum 6 years of experience providing best-practice consultation, configuration and customization of ServiceNow Application.

Relevant Experience: Minimum years of Experience: 6. Provides best-practice consultation, configuration & customization of ServiceNow Application. Works directly 1-1 with customers to determine requirements, provide solutions to maximize value and reduce overhead using ServiceNow Standards and Best Practices. Ensures ongoing enhancement and steady expansion of ServiceNow platform within customer environment. Provides customizations in the form of Jelly, XML, HTML, Javascript, & Angular JS coding updates to ServiceNow Application. Acts as project liaison between Solution Architect and Developer, and can perform in or assist each role (Developer I, II, III, or Architect I or II).

Professional Certifications: ServiceNow Certified System Administrator ServiceNow Certified Implementation Specialist : ITSM; ServiceNow; Certified Implementation Specialist : (Two Additional Specialty applications); ITIL 3 Foundations 54151S-
ServiceNow
Developer IV
Minimum Education: Minimum of 8 years of experience in providing configuration and customization for the ServiceNow Application.

Relevant Experience: Minimum years of Experience: 8
Providing configuration and customization for the ServiceNow Application. Assists with/Guides understanding and implementation of user requirements to provide solutions that maximize value and reduce overhead using ServiceNow Standards and Best Practices. Able to discuss and collaborate on highly customized ServiceNow Solutions.

Provides customizations in the form of Jelly, XML, HTML, Javascript, and Angular JS coding updates to the ServiceNow Application.

Professional Certifications:

ServiceNow Certified System Administrator
ServiceNow Certified Implementation Specialist : ITSM
ServiceNow Certified Implementation Specialist : (Two Additional Specialty application) 54151S-
ServiceNow
Trainer
Minimum Education: Bachelor Degree OR equivalent industry certifications (e.g., Prosci.)

Relevant Experience: Minimum 4 years of experience. Provides fulfiller &/or end-user training at project conclusion based on platform implementation. Includes content creation and needed training artifacts. Trainer focus is to ensure preparation and readiness is aligned with project training plans.

Professional Certifications: Equivalent industry certifications (e.g., Prosci)

HITS Labor Categories and Hourly Rates
1/1/2022 -
12/31/2022
1/1/2023 -
12/31/2023
1/1/2024 -
12/31/2024
1/1/2025 -
12/31/2025
1/1/2026 -
12/31/2026
1/1/2027 -
12/31/2027

SIN(s) SERVICE PROPOSED (e.g.

Job
Title/Task)
GSA
Sell
with
IFF
2022
GSA
Sell
with
IFF
2023
GSA
Sell
with
IFF
2024
GSA
Sell
with
IFF
2025
GSA
Sell
with
IFF
2026
GSA
Sell
with
IFF
2027
54151HEAL 54151HEAL - Data Center Engineer 1 $205.64 $211.81 $218.16 $224.71 $231.45 $238.39 54151HEAL 54151HEAL - Data Center Engineer 2 $226.73 $233.53 $240.54 $247.75 $255.19 $262.84 54151HEAL 54151HEAL - Data Center Engineer 3 $253.10 $260.69 $268.51 $276.57 $284.87 $293.41 54151HEAL 54151HEAL - Project Manager $204.03 $210.15 $216.46 $222.95 $229.64 $236.53 54151HEAL 54151HEAL - Project Coordinator $123.81 $127.52 $131.35 $135.29 $139.35 $143.53

All rates are per hour and escalate 3% on January 1st of each year.

All rates include 0.75% Industrial Funding Fee.

Health ITServices (HITS) Qualifications

Datacenter Storage & Virtualization: Data Center Engineer 54151HEAL - Data Center Engineer
Level Qualifications
1 Minimum Education: Bachelor’s Degree

Relevant Experience: Health IT-specific, 1 - 4 years, absence of a degree may be replaced by a minimum additional 2 years’ experience.

Participates in activities such as ongoing maintenance of networks and systems, monitoring service level metrics and commitments; developing standards, policies, and operational processes. Has familiarity and experience with technologies such as, but not limited to, Windows Server, Netapp, VMware, Citrix, IBM Bladecenter, FCP, ICSCI, CIFS, NFS and TCP/IP.

Professional Certifications: Certification required, including, but are not limited to, VCP, CCP-V, MCSE, MCITP, MCTS, MCSA, MCP or equivalent.
2 Minimum Education: Bachelor’s Degree

Relevant Experience: Health IT-specific, 5+ years, absence of a degree may be replaced by a minimum additional 2 years’ experience.

In addition to experience listed for previous engineer level, works independently to perform complex tasks and provides support and assistance to less experienced engineers in a team project. Contributes to designing, planning, and implementing Data Center Solutions including Network Virtualization, Storage and Compute platforms. Demonstrated working experience with technologies such as, but not limited to, Windows Server, Netapp, VMware, Citrix, IBM Bladecenter, FCP, ICSCI, CIFS, NFS and TCP/IP.

Professional Certifications: Certification required, including, but not limited to, VCP, CCP- V, MCSE, MCITP, MCTS, MCSA, MCP or equivalent.
3 Minimum Education: Bachelor’s Degree

Relevant Experience: Health IT-specific, 10+ years, 2 years’ experience may be replaced by a Master’s Degree.

In addition to experience listed for previous levels, 4+ years consulting experience. Plans proactively to prevent problems. Interfaces with technical and business staff of customers following project implementation, including the project sponsor and stakeholders, encouraging more complex future engagements. Advises customer on appropriate solutions over the course of the project or lifecycle. Demonstrated working knowledge with technologies such as, but not limited to, Windows Server, Netapp, VMware, Citrix, IBM Bladecenter, FCP, ICSCI, CIFS, NFS and TCP/IP.

Professional Certifications: Certification required, including, but are not limited to VCP, CCV-P, MCSE, MCITP, MCTS, MCSA, MCP or equivalent.

Project Management

54151HEAL - Project Management
Level Qualifications
54151HEAL -
Project
Manager
Minimum Education: Bachelor’s Degree

Relevant Experience: Health IT-specific, 1 - 4 years serving as a project coordinator or deputy project manager; absence of a degree may be replaced by a minimum additional 2 years’ of project experience. Demonstrates the ability to communicate, build teams, and recommend business strategies. Assigned to smaller projects, is responsible for managing all project staff and ensuring that the staff completes all of their assigned tasks on time and correctly. Also manages the test and acceptance process through final customer acceptance.

Professional Certifications: Certification required, including, but not limited to CAPM, PMP or other certifications, such as ITIL, Six Sigma or equivalent. 54151HEAL -
Project
Coordinator
Minimum Education: Bachelor’s Degree
Relevant Experience: Health IT-specific, 1 - 5 years’ experience; absence of a degree may be replaced by a minimum additional 2 years’ of project-based experience.

Administer and organize project activities in cooperation with and under the direction of the Program/Project Manager. Has strong written communication, proof reading and research skills.

Tracks and monitors project schedules, resources and project financial management accounting activities. Maintains project level documentation, monitoring project timelines to facilitate successful delivery deadlines being met. Possesses solid organizational skills including attention to detail and is able to meet multiple and simultaneous program/project deadlines.

1. SCOPE
a. Order-Level Materials (OLMs) are supplies and/or services acquired in direct support of an individual task or delivery order placed against a Federal Supply Schedule (FSS) contract or FSS blanket purchase agreement (BPA). OLMs are not defined, priced, or awarded at the FSS contract level. They are unknown before a task or delivery order is placed against the FSS contract or FSS BPA. OLMs are only authorized for inclusion at the order level under a Time and Materials (T&M) or Labor-Hour (LH) Contract Line Item Number (CLIN) and are subject to a Not To Exceed (NTE) ceiling price. OLMs include direct materials, subcontracts for supplies and incidental services for which there is not a labor category specified in the FSS contract, other direct costs (separate from those under ODC SINs), and indirect costs. OLMs are purchased under the authority of the FSS Program and are not “open market items.”

b. Items awarded under ancillary supplies/services or other direct cost (ODC) SINs are not OLMs. These items are defined, priced, and awarded at the FSS contract level, whereas OLMs are unknown before an order is placed. Ancillary supplies/services and ODC SINs are for use under all order type CLINs (Fixed- Price (FP), T&M, and LH), whereas the Order-Level Materials SIN is only authorized for use under T&M and LH order CLINs.

c. The Order-Level Materials SIN is only authorized for use in direct support of another awarded SIN. Price analysis for OLMs is not conducted when awarding the FSS contract or FSS BPA; therefore, GSAR 538.270 and 538.271 do not apply to OLMs. OLMs are defined and priced at the ordering activity level in accordance with GSAR clause 552.238-82 Special Ordering Procedures for the Acquisition of Order-Level Materials. Prices for items provided under the Order-Level Materials SIN must be inclusive of the Industrial Funding Fee (IFF). The cumulative value of OLMs in an individual task or delivery order cannot exceed

33.33% of the total value of the order.

d. See clauses 552.212-4 Contract Terms and Conditions - Commercial Items (JAN 2017) (Deviation - FEB 2018) (Alternate I - JAN 2017) (Deviation - FEB 2007) and 552.238-82 Special Ordering Procedures for the Acquisition of Order-Level Materials (JAN 2018) for additional information on inclusion of OLMs in task and delivery orders placed against an FSS contract or BPA.

e. OLMs are only authorized for inclusion at the order level under a T&M or LH CLIN and are subject to an NTE ceiling price.
f. The Order-Level Materials SIN contains no items or pricing, since by definition OLMs are unknown at the time of FSS contract award. The ordering activity contracting officer is responsible for defining OLMs and determining proposed OLM pricing fair and reasonable for a particular order.

TERMS ANDCONDITIONSAPPLICABLE TO INFORMATION TECHNOLOGY (IT) ORDER LEVELMATERIALS (SPECIALITEM NUMBER OLM)

g. OLMs are purchased under the authority of the FSS Program and are not “open market items.”

h. Items awarded under ancillary supplies/services and other direct cost (ODC) SINs are not Order-Level Materials. These SINs are reserved for items that can be defined and priced up- front at the FSS contract level.

i. The Order-Level Materials SIN cannot be the only SIN awarded on a contract. The Order- Level Materials SIN is only authorized for use in direct support of another awarded SIN.

j. The Order-Level Materials SIN is exempt from Commercial Sales Practices disclosure requirements.

k. The Order-Level Materials SIN is exempt from the following clauses:
• 552.216-70 Economic Price Adjustment - FSS Multiple Award Schedule Contracts • I-FSS-969 Economic Price Adjustment - FSS Multiple Award Schedule • 552.238-71 Submission and Distribution of Authorized FSS Schedule Pricelists, 552.238-75 Price Reductions

l. Terms and conditions that otherwise apply to the FSS contract also apply to the Order- Level Materials SIN. Examples include but are not limited to:

• Trade Agreements Act (TAA)
• Sales reporting and IFF remittance
• Environmental Attributes clauses
• AbilityOne Program Essentially the Same (ETS) compliance m. The Order-Level Materials SIN is subject to any transactional data reporting (TDR) requirements in effect under the FSS contract.

n. Prices for items provided under the Order-Level Materials SIN must be inclusive of the IFF.

The cumulative value of OLMs in an individual task or delivery order cannot exceed

33.33% of the total value of the order.

2. MAXIMUM ORDER THRESHOLD
a. The Maximum Order Threshold for the OLM SINs is $100,000.

3. The following clause is ADDED to this contract for OLM:
• 552.238-82 Special Ordering Procedures for the Acquisition of Order-Level Materials (JAN 2018)

TERMS ANDCONDITIONS APPLICABLE TO INFORMATIONTECHNOLOGY (IT) ORDER LEVEL MATERIALS (SPECIAL ITEM NUMBER OLM) (Cont.)

1. SCOPE
a. The Contractor shall provide training courses normally available to commercial customers, which will permit ordering activity users to make full, efficient use of general purpose commercial IT products.

Training is restricted to training courses for those products within the scope of this solicitation. b. The Contractor shall provide training at the Contractor's facility and/or at the ordering activity's location, as agreed to by the Contractor and the ordering activity.

2. ORDER
Written orders, EDI orders (GSA Advantage! and FACNET), credit card orders, and orders placed under blanket purchase agreements (BPAs) shall be the basis for the purchase of training courses in accordance with the terms of this contract. Orders shall include the student's name, course title, course date and time, and contracted dollar amount of the course.

3. TIME OF DELIVERY
The Contractor shall conduct training on the date (time, day, month, and year) agreed to by the Contractor and the ordering activity.

4. CANCELLATION AND RESCHEDULING
a. The ordering activity will notify the Contractor at least seventy-two (72) hours before the scheduled training date, if a student will be unable to attend. The Contractor will then permit the ordering activity to either cancel the order or reschedule the training at no additional charge. In the event the training class is rescheduled, the ordering activity will modify its original training order to specify the time and date of the rescheduled training class.
b. In the event the ordering activity fails to cancel or reschedule a training course within the time frame specified in paragraph a, above, the ordering activity will be liable for the contracted dollar amount of the training course. The Contractor agrees to permit the ordering activity to reschedule a student who fails to attend a training class within ninety (90) days from the original course date, at no additional charge.
c. The ordering activity reserves the right to substitute one student for another up to the first day of class. d. In the event the Contractor is unable to conduct training on the date agreed to by the Contractor and the ordering activity, the Contractor must notify the ordering activity at least seventy-two (72) hours before the scheduled training date.

5. FOLLOW-UP SUPPORT
The Contractor agrees to provide each student with unlimited telephone support or online support for a period of one (1) year from the completion of the training course. During this period, the student may contact the Contractor's instructors for refresher assistance and answers to related course curriculum questions.

6. PRICE FOR TRAINING
The price that the ordering activity will be charged will be the ordering activity training price in effect at the time of order placement, or the ordering activity price in effect at the time the training course is conducted, whichever is less.

7. INVOICES AND PAYMENT
Invoices for training shall be submitted by the Contractor after ordering activity completion of the training course. Charges for training must be paid in arrears (31 U.S.C. 3324). PROMPT PAYMENT DISCOUNT, IF APPLICABLE, SHALL BE SHOWN ON THE INVOICE.

TERMS AND CONDITIONS APPLICABLE TO PURCHASE OF TRAINING COURSES FOR

GENERAL PURPOSE COMMERCIAL INFORMATION TECHNOLOGY EQUIPMENT AND SOFTWARE (SPECIAL ITEM NUMBER 611420 )

8. FORMAT AND CONTENT OF TRAINING
a. The Contractor shall provide written materials (i.e., manuals, handbooks, texts, etc.) normally provided with course offerings, printed and copied two-sided on paper containing 30% postconsumer materials (fiber). Such documentation will become the property of the student upon completion of the training class.
b. **If applicable** For hands-on training courses, there must be a one-to-one assignment of IT equipment to students.
c. The Contractor shall provide each student with a Certificate of Training at the completion of each training course.
d. The Contractor shall provide the following information for each training course offered:
(1) The course title and a brief description of the course content, to include the course format (e.g., lecture, discussion, hands-on training);
(2) The length of the course;
(3) Mandatory and desirable prerequisites for student enrollment; (4) The minimum and maximum number of students per class; (5) The locations where the course is offered;
(6) Class schedules; and
(7) Price (per student, per class (if applicable)).
e. For those courses conducted at the ordering activity’s location, instructor travel charges (if applicable), including mileage and daily living expenses (e.g., per diem charges) are governed by Pub. L. 99-234 and FAR Part 31.205-46, and are reimbursable by the ordering activity on orders placed under the Multiple Award Schedule, as applicable, in effect on the date(s) the travel is performed. Contractors cannot use GSA city pair contracts. The Industrial Funding Fee does NOT apply to travel and per diem charges.
f. For Online Training Courses, a copy of all training material must be available for electronic download by the students.

9. “NO CHARGE” TRAINING
The Contractor shall describe any training provided with equipment and/or software provided under this contract, free of charge, in the space provided below. NONE

TERMS AND CONDITIONS APPLICABLE TO PURCHASE OF TRAINING COURSES

FOR GENERAL PURPOSE COMMERCIAL INFORMATION TECHNOLOGY
EQUIPMENT AND SOFTWARE (SPECIAL ITEM NUMBER 611420) (Continued) Focal Point Federal, LLC
MAS Schedule Pricelist

SIN Vendor Course Title Course Des cription Course
Length GSA Price Price Unit

611420

Focal Point Academ y

Assembly for Reverse
Engineers
Many who are employed as an aly sts or pro grammers have not had the tim e to learn the Assem bly language - a skill that will save them preciou s time when effective an alysis is needed mo st. Design ed fo r Malware Analysts and Co de Developers alike, Assembly fo r Reverse Engineers will equip students with the know-how to effectively read Ass emb ly, un derstand statemen ts and revers e engineer machine code back to it s h igher-lev el equiv alent. Discover how a compiler transforms high-level co de into machine code, learn com mon Assembly statemen ts you ’ll see used in the real world, and then be introduced to writing yo ur own code during this week-long, lab-intensive course. This class is taug ht as 7 0% hands-on and 3 0% classroom instru ction and culminates in a capston e examination ex ercise.

5 Days

$4,307.30

Per Student

611420

Focal Point Academy

Behavioral M alware
Analysis
Behavioral Malware Analysis teaches students the fundamental skills necessary to analyze malicious software fro m a behavioral perspective.

From simple key lo ggers to massive botnets, this class covers a wide variety of curre n t threats. Using sy stem monitoring too ls
and analytic software, s tudents will analyze real-world malware samples in a training enviro nment, g iving them hands-on exp erience bu ilding secure lab environments, classify ing malware, an alyzing beh avioral ch aracteristics and their effects to sys tems, and d ocumenting finding s. This class is taught as 70% hands -on and 30% classroom instruction an d culminates in a capstone examination exercise .

5 Days

$4,307.30

Per Student

611420

Focal Point Academy

Introduction to C
Programming
C is one of the o ldes t and y et most widely used h igh-level programming languages in the wo rld today. This course cov ers the fund amental principles of pro grammin g in this essential lang uag e. Suitab le for beginners, it starts with the b asics of program ming lang uag es, program structure, and programm ing concepts before progressing to topics such as variables and scope, arithmetic operators, control flow, basic I/O, and using libraries. By the end of this course, students should be able to write, compile, and exec ute C programs that perform a variety of functions involving file and user I/O, data structures, algorithmic data man ipulation, memory management, and more.

5 Days

$4,307.30

Per Student

611420

Focal Point Academy

Introduction to C++
Programming
This course introduces the student to the core concepts of object-oriented programming and equips them to implement these concepts in the C++ programming language. Starting with thefoundations of classes, objects, inheritanc e and polymorphism, the course covers a wide rang e of techniques and is designed for those who are new to object-oriented programming.

5 Days

$4,307.30

Per Student

611420

Focal Point Academy

Automated Network
Defense
(Formerly - Cy ber Threats
Detection and M itigation )
Automation is essential in n etwork defen se to ensu re that hum an eyes only focus on the things that really m atter. This course teaches how to defend enterprise infrastructure at scale using a co mbination o f to ols and platforms such as IDS/IPS, firewalls, an d SIEM s. Con figu ring and tu ning th ese systems properly maximize their effectiveness at catching and stopping threats while reducing alert fatigue for an aly sts and res pond ers. Students learn to identify gaps in coverage, write bas ic and co mplex signatures, manag e rule sets fo r optimization, use chain ru les to detect mu lti-stag e ev en ts, and imp lement decoding and fingerprin ting cap ab ilities to overcome evasion techniqu es. Th is class is taught as 70% hand s-on and 30% classroo m instruction and culminat es in a capstone examination exercise.

5 Days

$4,307.30

Per Student

611420

Focal Point Academ y

Hacker Methodologies fo r
Security Professionals
Mainstream media coverage of hack er group s an d their explo its have left the public thinking that all cyber security is black magic. While many attacks involve some advanced n etworking and coding techn iques, most compromises are carried out b y much less so phisticated attackers. Most o f these individuals hav e learn ed the pro cess of com pro mising servers and networks in the same way that all of us h av e learned techn ology ; by researching online. Th e day s of creating an d compiling you r own exp loit code are long since p assed. Most attackers are using “point and pwn” utilities like Armitage, Cain & Able, and the Social Eng ineers Toolkit (SET) to cause havoc for organizations worldwide. We believe that to emulate the various cyb er threat vectors, it is critical to un derstand what most attacks have in commo n: their m etho dolog y. Bringing together decades of experien ce in go vernment, commercial and academic cy ber security train ing and consulting , ou r instructors have developed and implemented mu ltip le threat emulation method ologies. While methodo logies change over time to account for new technolo gies and techniqu es, the concepts involved remain constant. This course provides a flex ible methodology for us e in emulating extern al an d internal netwo rk intrusio n threat vectors.

5 Days

$4,307.30

Per Student

SIN Vendor Course Title Course Des cription Course
Length GSA Price Price Unit

611420

Focal Point Academy

Introduction to Cy ber
Security
Over the past few years, the wo rld has continu ed to watch as breach after breach has resu lted in mil lion s of credit card and personal informatio n records being po sted on the Internet. Th e Internet Storm Center rep orts an average of ov er 700 ,000 detected intru sion attem pts daily – and that's only the events they catch. Th ere is no question that Cyber Security is a now a business priority and a prevailing global issue. The challenge lies in where to begin the daunting task of securing your infrastructure, training you r end users, and preparing yo ur org anization to face the year ahead. In troduction to Cyber Security is the foundational training for all users, whether management, IT, end user or programmer. Equip your team with the most up-to-date k nowledg e of the th reats we all face and the han ds-on skills to address them . With inform ation gathered
from the most tru sted sources (CERT, NIST, DHS an d others), th is co urse presents an objective, comp lete, and cutting-edge view of o ur cu rrent environment as well as a vision of the near fu ture of Cyber Security.

1 Day

$1,143.83

Per Student

611420

Focal Point Academy

Linux and C++ Reverse
Engineering
This course enables the skilled malware analyst to branch into the less mainstream (but equally important) areas of reversing C++ binaries and Linux binaries. After a review of assembly, including a deeper dive into th e differences between x86 and x64 arc hitectures, students will learn about C++ calling conventions, classes, objects, and exception handling and how these affect reverse engineering. Th e course then turns to the Linux operating system, covering topics such as kern el structure and the Linux Application Binary Interface (ABI) in preparation fo r statically analyzin g and d ebu gging Linu x execu tables and m alware.

5 Days

$4,307.30

Per Student

611420

Focal Point Academ y

Linux Kernel Internals
From kernel module implementatio n to m emo ry and process managemen t, Linux Kernel Internals teaches yo u the fundamentals of developing for the Linux kernel. Equ ipped with a laptop with all the necessary too ls, yo u will set up a developm en t en viron ment fo r Linux and then learn to build kernel modules that interact with I/O, mem ory , processes, file systems, and networking. This course also tak es a deep d ive in to the Lin ux-specific obfuscation method s frequently used by attack ers to escape detection. This course is perfect fo r th ose looking to start low-level kernel development for this popular operating system.

5 Days

$4,307.30

Per Student

611420

Focal Point Academy

Endpoint Live Forensics

(Formerly - Live System
Analysis)
Endpoint Live Foren sics teach es s tudents how to id en tify abno rmal activ ity and investigate a runn ing sy stem that may have been compromised. In this course, students will learn soun d methodo logy cou pled with the most useful commands and to ols that can be emp loyed du ring investigation to reveal the significant indicators of infiltration, as well as how to create a system baseline to be used for future analysis. Both the Windows and Linux operating systems are covered in this course. This course is taught as 70% hands on and 30% classroom instruction.

5 Days

$4,307.30

Per Student

611420

Focal Point Academy

Network Forensics &
Investigation II

(Formerly - Malicious
Network Traffic Analysis)
Building on the sk ills develop ed in the previous course, stu den ts will learn how to use advanced features in to ols su ch as Elastic, Wireshark, Zeek an d Suricata, how to apply threat intelligence to enrich an aly sis and direct respon se actions, and how to identify and investigate more comp lex or hard-to-detect intrusions. This cou rse co vers malicious actions from acro ss the attacker lifecycle, from initial reconnaissance and access through to activities such as data exfiltration and comman d-and-control traffic attributed to botnets or APTs. This class is taught as 70% hands-on and 30% classroom instruction and culminates in a cap stone exam ination exercise.

5 Days

$4,307.30

Per Student

611420

Focal Point Academ y

Malware Reverse
Engineering
Malware Reverse Engineering builds on the knowled ge and sk ills from the Assembly for Reverse Engineers course and teaches students how to perform more advanced analysis of real-world malware samples. The primary techniques taught are disassembly and debugging. The course als o covers topics such as data deco ding and bin ary ob fus cation to bypass protections an d perform effective an aly sis on hard ened samp les; dealing with destructive malware; and defeating anti-debugg ing and oth er anti- analysis tech niques. This class is taught as 70% h an ds-o n and 30% classroom instru ction an d cu lminates in a capston e examination exercise.

5 Days

$4,307.30

Per Student

611420

Focal Point Academ y

Network Forensics &
Investigation I

(Formerly - Network Traffic
Analysis)
This course teach es th e core skills of identifyin g and inv estig ating potential breaches and o ther events from a network d ata pers pective. Stud en ts will l earn how to use co mmon security frameworks and to ols such as SIEMs, an d packet/proto col an alysis tools to respo nd to
alerts, correlate data po ints from multiple sources, use security analytics to reconstruct event timelines, and extract artifacts for further analysis. Critical thinking skills and analytic methodologies are used as a foundation to achieve ou tco mes or reach con clusio ns with an appropriate lev el o f confid ence Aft er atten ding this cou rse, stu dents will be abl e to hom e in on the k ey ev ents in a traffic capture and reconstruct the event tim elin e. This class is taught as 70% hands-on and 30 % classro om ins truction an d culminates in a capstone team based CTF challenge.

5 Days

$4,307.30

Per Student

611420

Focal Point Academy

Threat Hunting with Python

(Formerly - Pyth on for
Network Defen ders)
This intermediate-level course teaches students how to take threat hunting hypotheses generated from contextual data or threat intelligence feeds, and t h en write Python scripts that interact with various data sources and perform data analytics to determine the validity of those hypotheses. Techniques include the use of advanced data structures, active data gathering using Scapy and oth er tools, scripting database or SIEM qu eries, an d more.

Successful stud ents will gain the ability to s cript or au tomate a v ariety of custom threat hunting tasks and speed up their threat hunting processes.

5 Days

$4,307.30

Per Student
SIN Vendor Course Title Course Des cription Course
Length GSA Price Price Unit

611420

Focal Point Academy

Python for Reverse
Engineers
Python Reverse En gineering is geared towards the reverse eng ineer an d introduces the Python language with a focus on using it to accelerate, automate, and optimize reverse engineering tasks. The course begins with an introduction to the Python language, a review of object types and flow statements, then delves into file operations, modules, working with the CTypes library fo r interaction with Windo ws operating sy stem s, debug ging, and IDA scrip ting.

5 Days

$4,307.30

Per Student

611420

Focal Point Academy

Windows Rootkit Reverse
Engineering
This course takes students into advanced and specialist topics surrounding rootkit analysis. Students will learn about the Windows kern el, automated and manual unpacking, live kernel debugging with IDA and WinDbg, and reverse engineering drivers. This is a heavily lab-intensive co urse that requires students to have a solid background in pro gramming, reverse engineering,
and malware an alysis prior to attending.

5 Days

$4,307.30

Per Student

611420

Focal Point Academy

OS Internals for Security
Professionals

(Formerly - Understan ding
Operating Systems)
OS Internals for Security Pro fessionals is a fo undational course that ex poses students to the und erpinnin gs of mod ern deskto p operating systems and th e components that are most vulnerable to attack . It cov ers the principles of process, memory, and I/O management that d rive all mod ern op erating systems. It also includes h an ds-o n labs to discover how they are implemented in Windows and Lin ux. After attend ing th is cou rse, s tudents will be able to d escribe how the co mpon ents of o perating sy stems wo rk and interact, use bu ilt-in to ols to analyze these co mponents, an d have an excellent foundation for cou rses in malware analysis, intrusion an alysis, and penetration testing This co urse is taug ht as 60% hands-on and 4 0% classroom instruction.

5 Days

$4,307.30

Per Student

611420

Focal Point Academy

Introduction to Cy ber Risk
Management
A one-day , seminar-style pro gram that covers the cyber fund am entals y ou need to operate y our business securely, em brace d isrup tion safely, and effectiv el y communicate cyber risks within your organization . Desig ned with busy executives in mind , this p rog ram dissects the mo st importan t issues in cyber risk managemen t an d arms attendees with the tools needed to engage in strategic cy ber conversations at the executive level.

1 Day

$1,143.83

Per Student

611420

Focal Point Academy
Introduction to Cyber Risk
Manag ement - Liv e Online
Delivery

ICRM - Live Online Delivery

1 Day

$473.80

Per Student

611420

Palo Alto Netwo rks

Firewall Essen tials:

Configuration and
Management (EDU -210)
Successful completion o f th is fiv e-day, instructor-led course shou ld enhance the student’s un derstanding of how to con figure and manage Palo Alto Networks Nex t-Gen eration Firewalls. The course includes hands-on exp erien ce configuring, m anagin g, and monitoring a firewall in a lab environment.

5 days

$4,750.00

Per Student

611420

Palo Alto Netwo rks

Firewall: Optimizin g
Firewall Threat Prev en tion
(EDU-214)
Successful completion of this three -day, instructor-led course will help the student manage and maintain a Palo Alto Networks firewall-protected environment. The student will learn ho w to improve non-greenfield environments and will be better equipped to ensure that configurations match security best practice. The student will also be able to develop an operational strategy for maintaining a high level of compliance.

2 days

$1,900.00

Per Student

611420

Palo Alto Netwo rks

Cortex XDR 2 - Prevention
Analysis, and Response
(EDU-260)
Successful completion o f this instru ctor-led course with hands-on lab activities should enh an ce th e stud ent ’s un derstanding of how to activ at e a C ort ex XDR instan ce; create ag ent inst allatio n pack ag es to inst all the Co rtex XDR agents; create security policies and profiles to pro tect endpo ints against multi-stag e, fileless attacks built using malware and exploits; respond to attacks using response actions; understand behavioral threat analysis, log stitching, agent- provided enhanced endpoint data, and causality analysis; investigate and triag e attacks using the incident management page of Cortex XDR and analyze alerts using the Causality and Timeline analysis views; use API to insert alerts; create BIOC rules ; and search a lead in raw data sets in Co rtex Data Lake using Cortex XDR Query Builder.

3 Days

$2,850.00

Per Student

611420

Palo Alto Netwo rks

Prisma Access SASE
Secu rity: Desi gn and
Operation (EDU-318)
This course is an instructor-led training th at describes Prism a Access Secure Access Service Edge (SASE). Th is co urse is intend ed for anyo ne wh o wan ts t o learn how to secure remote netwo rks and m obile users. You will learn ho w to design, implement and operate the Prisma Access solution to better protect mobile users an d your IT infrastructure in remote netwo rks using a SASE implementation.

3 days

$2,850.00

Per Student

611420

Palo Alto Networks

Firewall: Troub lesh ooting
(EDU-330)
Successful completion o f this three-day, instructor-led course will enhance the participant’s understand ing o f ho w to trou blesh oot the full line of Palo Alto Networks next-gen eration firewalls.

Participants will perfo rm hands-on troub lesho oting related to th e con figu ration and operation of the Palo Alto Netwo rks firewall.

Completion of this class will help participants develop an in-depth knowledge of how to troubleshoot visibility and control over applications, users, and content.

3 Days

$2,850.00

Per Student

611420

Cloud Security
Alliance

Certificate o f Clo ud Secu rity
Knowledge (CCSK)
Foundation
Successful stud ents will gain the ability to d eterm ine if a cloud com puting environment h as been implemen ted respo nsibly and with the appropriate security con trols. In short, you will be ab le to leave this class with the ability to properly design, build, an d maintain a secure clou d compu ting environment within a business s etting. This cou rse includes on e exam v oucher for the most current versio n of the CCSK exam

2 days

$1,805.00

Per Student

611420

Cloud Security
Alliance

Certificate of Cloud Security
Knowledge (CCSK) Plus –
AWS
CCSK Plus AWS builds on the fo undation class with expanded material and offers ex tensiv e h an ds-o n activities that reinforce classroom instru ction .

Students engage in a scenario of bringing a fictional org anization securely into the cloud, which gives them the opportunity to apply their knowledge by performing a series of activities that would be required in a real-world environment with a focus on AWS. Students will come away ready to earn their Certificate of Cloud Security Kno wledge (CCSK). Th is co urse includes one exam vo ucher for the m ost current versio n of the CCSK exam

3 days

$2,707.50

Per Student
SIN Vendor Course Title Course Des cription Course
Length GSA Price Price Unit

611420

Cloud Security
Alliance

Certificate o f Clo ud Secu rity
Knowledge (CCSK) Plus –
Azure
CCSK Plus Azure builds on the found ation class with expanded material and offers extensive hands -on activities that reinforce classroom instruction.

Students engage in a scenario of bringing a fictional org anization securely into the cloud, which gives them the opportunity to apply their knowledge by performing a series of activities that would be required in a real-world environment with a focus on MS Azure. Students will come away ready to earn their Certificate of Cloud Security Kn owledg e (CCSK). This course includes one exam v oucher for the most current vers ion of the CCSK exam

3 days

$2,707.50

Per Student

611420

Trivera Techno logies

Intro to Python
Programming (TTPS480 0)
Introduction to Pyth on Programm ing is a hands-on Python pro grammin g course that teaches you the key skills you’ll need to get started with programming in Python to a solid, foundational level. The start of the course will lead you through writing and running basic Python scripts, and then gu ide you through how to use more advanced features such as file operations, regul ar expressions, working with bin ary data, and us ing the extensive fu nctionality of Python modules . Ex tra emphasis is placed on features u nique to Py thon, s uch as tuples, array slices, and outp ut formatting .

This course p rov ides you with an ex cellent kick start for users new to Pyth on and scripting, en ab ling yo u to q uick ly use basic Pyth on sk ills on th e jo b in a variety of ways. You’ll be able use Py thon in basic web d evelop men t pro ject s and use it to automate or simplify co mmon task s with scripts. The course also serves as a solid p rimer co urse / foun dation for co ntinued Py thon stu dy in support for next-level web development with Pytho n, us ing Pyth on in DevOps, Python for data science / mach ine learn ing or Pyth on fo r sys tems adm in or networking su pport.

3 days

$1,805.00

Per Student

611420

Trivera Technologies

Python Programming
Proficiency | Using Python
in the Cloud with Azure
(TTPS4880)
Using Python in the Clou d with Azure is an intro ductory and beyo nd-level practical, han ds-on Pyth on train ing course that leads the student fro m the basics of writing and ru nning Python scripts to more ad vanced skills requ ired to write solid Python code to deploy to production. This comprehensive, practical course provides an in -depth exploration of working with the programming language, not an academic overview o f syntax and grammar.

5 days

$2,707.50

Per Student

611420

Trivera Techno logies

Data Science Ov erview |
Tools, Tech & Modern
Roles in the Data Driv en
Enterprise (TTDS66 00)
The Data Science Overview is an introductory level cou rse that introduces the concepts and technologies involved in Big Data, Data Science, Predictive Analytics, Artificial Intelligence, Data Mining, and Data Warehousing. This overview explores the current state of data science, the major componen ts of a modern data science infrastructure, team roles and resp onsibilities, and possible outcomes fo r y our investment.

1 day

$902.50

Per Student

611420

Trivera Technologies

Next Level Python for Data
Science / In termediate |
Working with Num Py,
Pandas, SciKit Learn , SciPy ,
TensorFlow & Mo re
(TTPS4876)
Next-Level Python fo r Data Scien ce covers the essentials of using Python as a tool for data scientists to perform exploratory data an alysis, complex visualizations, and large -scale distributed processing on “Big Data”. In this course we co ver essential mathematical and s tatistics libraries su ch as Nu mPy, Pandas, SciPy, SciKit-Learn, Tens orFlow, as well as visu alization tools like matplotlib, PIL, and Seab orn . Th is course is ‘in termed iate level’ as it assu mes that attendees have solid d ata analytics and data science b ackgroun d and have basic Python knowledge. To pics are intro ductory in nature, but are covered in- depth, geared fo r exp erien ced students.

5 days

$4,512.50

Per Student

611420

Trivera Techno logies

Intro to R Programming for
Data Science & Analytics
(TTDS6683)
R is a functional programm ing environment u sed by b usiness analysts an d data scientists. In Intro to R Program ming, y ou will learn the compon en ts of a statistical program ming env ironm en t and b e able to describe generic programming lang uag e concep ts as they are implemented in R . You will learn the basics of statistical co mputing wh ich includes programm ing in R, reading data into R, accessing R packages, writing R functions, and visualizing data with R.

3 days

$2,707.50

Per Student

611420

Trivera Techno logies

Securing Web App lications |
Explore OWASP Top Ten ,
Bug Hunting, Bug Sto mp ing
& More (TT8 120)
Security experts agree th at the leas t effective approach to security is "penetrate and patch". It is far more effective to "b ak e" security into an ap plication throughout its lifecycle. After spending significant tim e examining a poorly designed (from a security persp ective) web application, d ev elop ers are ready to learn how to bu ild secure web application s starting at project inception. The final portion of this course builds o n the prev iously learned m echanics fo r b uildi n g defenses b y exploring h ow des ign and analysis can be used to build s trong er applications from th e b eg inning of th e so ftware lifecy cle.

The Secure Web Application Dev elopment Overview is g eared for web developers and technical stakeh olders who need to produ ce secu re web applications, integrating security measures into the dev elo pment pro cess from requirements to dep loyment and maintenance. This overview-level co urse explores core concepts and ch allenges in web app lication security, showcasi n g current, real -world examples that illustrate the po tential con sequences of not following these best practices.

This course is also PCI Comp liant.

2 days

$1,805.00

Per Student

611420

Trivera Technologies

Exploring the OWASP Top
10 (TT8150)
The impact of exploited so ftware is obvio us. We are b eyo nd th e p oint where vulnerabilities m ust be ad dressed. The current OWASP To p 10 has b ecome t h e most recognized source for defining the most s ignificant vuln erab ilities. This series of quick , hard-hitting ses sions sets the con text and charges through each of the OWASP vuln erab ilities. Each virtual, in structor-led session provides a solid set of informatio n fo r d evelop ers, testers, and other stak eh olders abou t understanding , identify ing, and mitigating a vulnerability. These sho rt, inten se sessions maximize the flow of information in an effective and interactive manner.

Students who attend this co urse will gain an und erstan ding o f th e recently updated OWASP Top 1 0. Each of these sessions p rov ides useful in sights, discussions, and, in many cases , demonstrations of the application vulnerabilities that are plaguin g the indu stry.

2 Days

$1,805.00

Per Student
SIN Vendor Course Title Course Des cription Course
Length GSA Price Price Unit

611420

Trivera Techno logies

Attacking and Securing Jav a
/ JEE Web Application s |
JEE Secure Coding
(TT8320-J)
Attacking and Securing Java/JEE Web Ap plication s is a lab-intensive, hand s- on Java / JEE s ecurity t raining cours e that p rovides a uniqu e cov erage of J ava application s ecu rity. In this cou rse, stud ents begin with pen etration t esting and hunting for bugs in Jav a web appli cations. Th ey then thoroughly examin e best practices for defensively coding web applications, covering all the OWASP Top Ten as well as s everal add itional p rom inent vulnerab ilities (such as file uploads, CSRF and d irect object references). Studen ts will repeatedly attack and then defend various as sets asso ciated with fu lly fu nctional web applications and s ervices. This han ds-on approach drives ho me the mechanics of how to secure JEE web applications in the most practical of terms.

4 Days

$3,610.00

Per Student

611420

Trivera Technologies

Secure Java / JEE Web
Application Development
Lifecycle (SDL) (TT8325-J)
Secure Java Web App lication Development Lifecycle is a lab-in tensiv e, han d s- on Java / JEE secu rity training cou rse that provid es 360-degree coverag e of Java application secu rity. In this course, stud ents begin with penetration testing, hunting for bu gs in Jav a web app lications. They th en thorough ly examine best practices for defensively cod ing web applicatio ns, covering all the OWASP To p Ten as well as several add itional pro minent vu lnerabilities (such as file uploads, CSRF an d direct object references). Students will repeatedly attack an d then defend v arious assets associated with fully functional web ap plications and services. This han ds-on approach drives ho me the mechanics o f h ow to secure JEE web applications in the most practical of terms.

Finally, students examine the controls (defenses) related to the ph ases th at attackers work through wh en explo iting web application s. The co urse focu ses on three specific activities that are interrelated and mo ve the security process farther to the left in the development process. Th e cou rse ends with an extensive discussion of what a mature application security presence wou ld provide to the d ev elop ers within an organization .

5 days

$4,512.50

Per Student

611420

Trivera Techno logies

Secure .Net Web
Application Development
Lifecycle (SDL) (TT83 25-
N)
Secure .NET Web App lication Development Lifecycle is a lab-intensive, h and s- on security training co urs e th at provid es 360-degree coverag e of .NET app lication security. In this course, stud en ts begin with penetration testing , hun ting for bug s in .NET web application s. They then th oro ughly ex amin e b est practices fo r defensively co ding web app lications, cov ering all the OWASP To p Ten as wel l as several additional prominent v ulnerabilities (su ch as file up load s, CSR F and direct object references). Studen ts will repeatedly attack and then defen d various assets associated with fully fun ction al web applications and serv ices. This hand s- on approach driv es home the mechanics of h ow to secure .NET web app licatio n s in the most practical of terms. Finally, stu den ts examine the controls (defenses) related to the ph ases th at attackers wo rk throu gh when ex ploiting web applications. Th e cou rse fo cuses on three sp ecific activities that are interrelated and move the s ecurity process farther to the left in the development pro cess.

The course ends with an extensive discussion of what a mature app lication security presence wou ld provid e to th e
developers within an organ ization.

5 days

$4,512.50

Per Student

611420

Trivera Techno logies

Information Assurance
(STIG) Overview (TT880 0)
Information Assuran ce Overview (STIG) is an essential cou rse for techn ical leads, project managers, testing /QA perso nnel and other stak eho lders who need to understand the issues and concep ts associated with secu re app lications.

During this one-day dy namic s emin ar, students learn the b est practices for designing, implementing , and deploy ing secure applications as prescribed i n the various STIGs .

Students who attend Information Assu rance Overv iew will leave the course armed with the required skills to understand software v ulnerabilities (actual and potential) and defenses for those vulnerabilities. This course quickly introduces students to the various types of threats against their software and provides coverage of many core security-related technologies. The concept an d process of Threat Modeling is introduced as a key enabler fo r implementing effective and appropriate security for software and information assets.

1 Day

$902.50

Per Student

611420

Trivera Techno logies

Application Security and
Developmen t (STIG)
(TT8810)
Application Security an d Development (STIG) is a lab-intensive, han ds-on application secu rity training cou rse essential for developers, designers , architects, QA, Testing, and o ther personnel who need to deliver secure applications within th e DOD. In addition to teaching b asic p rogramming skills, this course digs d eep into so und pro cesses and p ractices th at apply to the entire software d evelopm ent lifecycle. Further, it fills in the context, b ackg round, and best practices for fulfilling STIG requirements and need s.

In this course, stud en ts thoroug hly examine best practices fo r d efen sively coding web app lications, in clud ing XML pro cessing , rich interfaces, and both RESTful and SOAP-b ased web serv ices. Stud en ts will rep eatedly attack an d then defen d various assets associated with fully fun ction al web application s and web services. This hands -on approach drives home the mechanics of h ow to secure web applications in the most practical of terms

5 Days

$4,512.50

Per Student

611420

Trivera Technologies

Database Security (STIG)
(TT8820)
Database Security (STIG) is an intense database security training co urse essential for DBAs, QA, testing, and other personnel who need to deliver secure database app lications and manage secu re datab ases within the DoD. In addition to teaching bas ic s kills , th is co urs e d igs deep into s ound processes and practices that ap ply to the en tire software d evelop men t lifecy cle. Perh ap s just as significantly, students learn abou t cu rren t, real ex amp les th at illustrate the potential consequences of no t follo wing these best practices.

Data, databases, an d related resources are at the h eart o f the DoD’s IT infrastructures and must be p rotected accord ingly. This course fills in the context, backgroun d, and best practices for fulfilling STIG requirements and needs. Students repeatedly attack and then defend vario us assets associated with a fully fu nctional database. This approach illustrates the mechan ics of how to secure databases in the most practical of term s.

3 Days

$2,707.50

Per Student
SIN Vendor Course Title Course Des cription Course
Length GSA Price Price Unit

611420

Trivera Techno logies

Introduction to DevSecOps
(TTDV8400 )
Introduction to DevSecOps is a comprehensive hands-on cou rse designed to provide you with the skills needed to help you bu ild your security au tomation framework to scan for vulnerabilities without human intervention. This course will teach you how to adopt security automation techniques to continuously improve your entire software development and security testing, learning about and working with open-source tools and techniques to integrate security testing tools directly into yo ur CI/CD fram ework.

Throughout this course, you will see how to implement security inspection at every layer, such as secure cod e inspection, fuzz testing, Rest API, privacy, infrastructure security, and web UI testing. With the help of practical examples, this course will teach you to implement the combination of automation and Secu rity in DevOps. You will learn abou t the integration of security testing results for an overall security statu s fo r projects. By the end o f this course, you will be confiden t implementing autom ation secu rity in all layers of your software development stages and will b e able to b uild yo ur o wn in- house security automation p latform thro ugho ut you r m obile and clou d releases.

4 Days

$3,610.00

Per Student

USA COMMITMENT TO PROMOTE

SMALL BUSINESS PARTICIPATION

PROCUREMENT PROGRAMS

PREAMBLE

(Name of Company) provides commercial products and services to ordering activities. We are committed to promoting participation of small, small disadvantaged and women-owned small businesses in our contracts. We pledge to provide opportunities to the small business community through reselling opportunities, mentor-protégé programs, joint ventures, teaming arrangements, and subcontracting.

COMMITMENT

To actively seek and partner with small businesses.

To identify, qualify, mentor and develop small, small disadvantaged and women-owned small businesses by purchasing from these businesses whenever practical.

To develop and promote company policy initiatives that demonstrate our support for awarding contracts and subcontracts to small business concerns.

To undertake significant efforts to determine the potential of small, small disadvantaged and women-owned small business to supply products and services to our company.

To insure procurement opportunities are designed to permit the maximum possible participation of small, small disadvantaged, and women-owned small businesses.

To attend business opportunity workshops, minority business enterprise seminars, trade fairs, procurement conferences, etc., to identify and increase small businesses with whom to partner.

To publicize in our marketing publications our interest in meeting small businesses that may be interested in subcontracting opportunities.

We signify our commitment to work in partnership with small, small disadvantaged and women-owned small businesses to promote and increase their participation in ordering activity contracts. To accelerate potential opportunities please contact Paul Shipe at 703-621-8232 or via email at [email protected] or via fax at 703-621-8300.

USA COMMITMENT TO PROMOTE

SMALL BUSINESS PARTICIPATION

PROCUREMENT PROGRAMS

BEST VALUE

BLANKET PURCHASE AGREEMENT

FEDERAL SUPPLY SCHEDULE

(Insert Customer Name)

In the spirit of the Federal Acquisition Streamlining Act (ordering activity) and (Contractor) enter into a cooperative agreement to further reduce the administrative costs of acquiring commercial items from the General Services Administration (GSA) Federal Supply Schedule Contract(s) .

Federal Supply Schedule contract BPAs eliminate contracting and open market costs such as: search for sources; the development of technical documents, solicitations and the evaluation of offers. Teaming Arrangements are permitted with Federal Supply Schedule Contractors in accordance with Federal Acquisition Regulation (FAR)

9.6. This BPA will further decrease costs, reduce paperwork, and save time by eliminating the need for repetitive, individual purchases from the schedule contract. The end result is to create a purchasing mechanism for the ordering activity that works better and costs less.

Signatures

Ordering Activity Date Contractor Date

BPA NUMBER

(CUSTOMER NAME)

BLANKET PURCHASE AGREEMENT
Pursuant to GSA Federal Supply Schedule Contract Number(s) , Blanket Purchase Agreements, CDW-G agrees to the following terms of a Blanket Purchase Agreement (BPA) EXCLUSIVELY WITH (ordering activity):
(1) The following contract items can be ordered under this BPA. All orders placed against this BPA are subject to the terms and conditions of the contract, except as noted below:

MODEL NUMBER/PART NUMBER *SPECIAL BPA DISCOUNT/PRICE

(2) Delivery:

DESTINATION DELIVERY SCHEDULE / DATES

(3) The ordering activity estimates, but does not guarantee, that the volume of purchases through this agreement will be .
(4) This BPA does not obligate any funds.
(5) This BPA expires on or at the end of the contract period, whichever is earlier. (6) The following office(s) is hereby authorized to place orders under this BPA:

OFFICE POINT OF CONTACT

(7) Orders will be placed against this BPA via Electronic Data Interchange (EDI), FAX, or paper. (8) Unless otherwise agreed to, all deliveries under this BPA must be accompanied by delivery tickets or sales slips that must contain the following information as a minimum:
(a) Name of Contractor;
(b) Contract Number;
(c) BPA Number;
(d) Model Number or National Stock Number (NSN);
(e) Purchase Order Number;
(f) Date of Purchase;
(g) Quantity, Unit Price, and Extension of Each Item (unit prices and extensions need not be shown when incompatible with the use of automated systems; provided, that the invoice is itemized to show the information); and
(h) Date of Shipment.

(9) The requirements of a proper invoice are specified in the Federal Supply Schedule contract. Invoices will be submitted to the address specified within the purchase order transmission issued against this BPA. (10) The terms and conditions included in this BPA apply to all purchases made pursuant to it. In the event of an inconsistency between the provisions of this BPA and CDW-G’s invoice, the provisions of this BPA will take precedence.

BASIC GUIDELINES FOR USING
“CONTRACTOR TEAM ARRANGEMENTS”

Federal Supply Schedule Contractors may use “Contractor Team Arrangements” (see FAR 9.6) to provide solutions when responding to an ordering activity requirements.

These Team Arrangements can be included under a Blanket Purchase Agreement (BPA). BPAs are permitted under all Federal Supply Schedule contracts.

Orders under a Team Arrangement are subject to terms and conditions or the Federal Supply Schedule Contract.

Participation in a Team Arrangement is limited to Federal Supply Schedule Contractors.

Customers should refer to FAR 9.6 for specific details on Team Arrangements.

Here is a general outline on how it works:
• The customer identifies their requirements.
• Federal Supply Schedule Contractors may individually meet the customers’ needs, or - • Federal Supply Schedule Contractors may individually submit a Schedules “Team Solution” to meet the customer’s requirement.
• Customers make a best value selection.

CONSENT CALENDAR 8.I.

DATE: May 23, 2023
TO: Mayor and Members of the City Council
FROM: Terrance Davis, Assistant City Manager
SUBJECT: ADOPT A RESOLUTION AND AUTHORIZE THE MAYOR TO SIGN A LETTER OPPOSING SENATE BILL (SB) 423 (WIENER) STREAMLINED HOUSING APPROVALS:

MULTIFAMILY HOUSING DEVELOPMENTS: SB 35 (CHAPTER 366, STATUTES OF 2017) EXPANSION

RECOMMENDATION
Adopt a resolution and authorize the Mayor to sign a letter of opposition to SB 423 to support local control of land use decisions for multifamily housing developments.

REASONS FOR RECOMMENDATION
SB 423 would require Vallejo to approve certain housing projects without regard to the needs of the community, opportunities for environmental review, or public input.

BACKGROUND AND DISCUSSION
In 2017, SB 35 was passed by the Legislature and signed by the Governor. This law makes the approval of multifamily housing developments that meet certain criteria a “ministerial” action. As a result, approval of these developments pre-empts local discretionary land use authority, bypasses the California Environmental Quality Act (CEQA), and ignores public input. The law is currently in effect until 2026.

Senator Wiener has introduced legislation (Senate Bill 423) that would permanently extend the provisions of SB 35, expand SB 35 to nearly all cities, and address additional residential development types. If passed and signed into law, SB 423 will require that cities approve a housing development application if the project fulfills the following criteria:
• The project is located on an urban infill site and 75% of the lot borders other developed parcels of land;
• The site is zoned for residential or mixed-use in the City’s General Plan, and is consistent with the City’s objective design standards;
• Developers pay prevailing wage on all projects with more than 10 units; • For projects with 50 units or more, the developer must provide healthcare benefits. • When available, developers must hire workers participating in an apprentice program. • The site is not located in farmland, wetlands, a very-high fire risk zone, a hazardous waste site, floodplains and floodways, a habitat for protected species, or land under a conservation plan or easement; and
• The project follows all other applicable objective laws and ordinances, such as zoning rules and environmental safety rules.

The amount of affordable housing that must be included in an SB 35 project is determined by the status of the jurisdiction’s compliance with its Regional Housing Need Allocation (RHNA) targets. If a city is “short” on housing in any income category, then SB 35 offers a streamlined approval process for housing projects that

Date: May 23, 2023
Subject: ADOPT A RESOLUTION AND AUTHORIZE THE MAYOR TO SIGN A LETTER OPPOSING SENATE BILL (SB) 423 (WIENER) STREAMLINED HOUSING APPROVALS: MULTIFAMILY HOUSING DEVELOPMENTS: SB 35 (CHAPTER 366, STATUTES OF 2017) EXPANSION