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STATEMENT OF WORK -
IT CHANGE NOTICE
Project Title:
Extension of IBM Expert Labs for MiLogin
Requesting Department:
Department of Technology, Management, and Budget
Date
:
2/20/2026
DTMB Project Manager:
Dane Spencer
Phone
:
(517) 898-3621
PROJECT PLAN:
PROJECT CONTROL AND REPORTS:
A bi-weekly progress report must be submitted to the Agency and DTMB Project
Managers throughout the life of this project. This report may be submitted with the
billing invoice. Each bi-weekly progress report must contain the following:
1.
Hours
: Indicate the number of hours expended during the past two weeks, and the
cumulative total to date for the project. Also state whether the remaining hours are
sufficient to complete the project.
2.
Accomplishments
: Indicate what was worked on and what was completed during
the current reporting period.
3.
Funds
: Indicate the amount of funds expended during the current reporting period,
and the cumulative total to date for the project.
IBM Expertise Connect for Verify Access – As a Service
Quote #: 21635706
IBM Expertise Connect for Verify Access Engagement per Annum
Billing: Upfront
Unit Price: 66,420.00
Subscription Part #
Quantity
Line Item Price
D0PR7ZX
1
66,420.00
Subscription Length
: 6 Months
Renewal Type
: Expires at end of Subscription
Total $66,420.00 USD
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PAYMENT SCHEDULE:
Payment will be made on a Satisfactory acceptance of each deliverable basis. DTMB will
pay CONTRACTOR upon receipt of properly completed invoice(s) which shall be
submitted to the billing address on the State issued purchase order not more often than
monthly. DTMB Accounts Payable area will coordinate obtaining Agency and DTMB
Project Manager approvals. All invoices should reflect actual work completed by payment
date and must be approved by the Agency and DTMB Project Manager prior to payment.
The invoices shall describe and document to the State’s satisfaction a description of the
work performed, the progress of the project, and fees. When expenses are invoiced,
receipts will need to be provided along with a detailed breakdown of each type of expense.
Payment shall be considered timely if made by DTMB within forty-five (45) days after
receipt of properly completed invoices.
EXPENSES:
The State will NOT pay for any travel expenses, including hotel, mileage, meals,
parking, etc.
PROJECT CONTACTS:
The designated DTMB Project Manager is:
Dane Spencer
(517) 898-3621
SpencerD3@Michigan.gov
LOCATION OF WHERE THE WORK IS TO BE PERFORMED:
Consultants will work remotely.
EXPECTED CONTRACTOR WORK HOURS AND CONDITIONS:
Work hours are not to exceed eight (8) hours a day, forty (40) hours a week. Normal
working hours of 8:00 am to 5:00 pm are to be observed unless otherwise agreed to in
writing.
No overtime will be permitted.
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STATEMENT OF WORK -
IT CHANGE NOTICE
Project Title:
DataStage (NextGen) Modernization Deployed on OpenShift/Cloud Pak for Data Cluster
with DataStage cartridge
Requesting Department:
Department of Technology, Management, and Budget
Date
:
2/16/2026
DTMB Project Manager:
Ben Mulka
Phone
:
(517) 281-8069
SCOPE OF WORK:
Below are the activities that will be performed during IBM’s engagement.
a.
Provide IBM Project Management
b.
DataStage Modernization Effort
-
Modernization as described in the activities using a standard practice methodology in
collaboration with STATE OF MICHIGAN resources.
-
Provide standard practice guidance for:
a.
Complex Jobs migrations to CP4D.
c.
Collaborate with STATE OF MICHIGAN to convert DataStage jobs for migration and testing
as defined in the activities with a fixed allotment of hours as defined in the activities.
d.
Provide fixed time allotments to assist STATE OF MICHIGAN with:
1.
Test and test data planning
2.
Integration Testing
3.
User Acceptance Testing
4.
Go live assistance
e.
Supports the MI team in establishing monitoring practice by:
1.
Assisting with the setup of Grafana and CP4D monitoring.
2.
Offering best-practice guidance.
3.
Identifying potential bottlenecks.
OUT OF SCOPE:
-
IBM Services Team will not provide a valid license for the IBM Software to be installed
and/or configured and/or updated as part of this SOW or a valid IBM Software
Maintenance agreement (Passport Advantage, Subscription & Support, Support Line,
SoftwareXcel, or Program Services, whichever is applicable) as a prerequisite. The IBM
Software to be supported has also not yet reached its end-of-Support Date.
-
IBM Services Team providing education to the team on the State of Michigan operating
procedures / Standards.
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-
IBM Services Team ownership of asset entitlements or maintain responsibilities for
such files.
-
Cloud based Control Plane integration.
-
Infrastructure dependencies for virtual machine, storage and network provisioning are
out of scope as this is delivered with DataStage Cartridge on OpenShift/CP4D
-
Installation of servers if required for any legacy Information Server (DataStage)
environments for the Server to Parallel (S2PX) conversion utility in order to modernize
jobs for the DataStage cartridge on OpenShift/CP4D Control Plane.
-
Migration of assets (other than DataStage jobs)
-
Migration of the DataStage jobs from IIS non-production environment.
-
Migration of jobs and/or routines that are not in a runnable or de-commissioned state.
-
Fixing existing code issues for non-operable jobs
-
Modifying existing job designs for design optimization, best practices or performance
tuning.
-
Running DataStage jobs against large data volume in a development environment.
-
Creation of new DataStage pipeline flows for a new use case.
-
Conversion and/or migration of non
-DataStage components such as Scripts,
Scheduler scripts, Stored procedures and external applications unless otherwise
specified.
-
Installation of MettleCI acceleration tooling on
. legacy DataStage servers.
-
Shell Script Migration -
Migration and conversion of existing shell scripts to the new
environment (except for shell scripts called from DataStage jobs)
-
Parameter Configuration
- Configuration and tuning of system and application
parameters
-
Test Artifacts Creation
- Development of test plans, test strategies, and test cases
-
Performance Testing
- Execution of performance testing and benchmarking activities
-
CP4D Installation
- Installation and setup of Cloud Pak for Data platform
-
CP4D Deployments
- Deployment activities on the Cloud Pak for Data environment.
-
Correcting hard coded file paths to parameter sets
-
Server to Parallel migration
-
IBM Services Team will not download any IBM on behalf of State of Michigan
-
IBM Services Team will not install prerequisite hardware and software to support the
project with IBM requirements.
-
IBM Services Team will not provide or educate team on the State of Michigan operating
procedures / standards.
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-
IBM Services Team will not own asset entitlements or maintain responsibilities for such
files.
-
IBM Services Team will not download any 3rd party software
-
IBM Services Team will not support ticket creation, administration and management of
IBM Support process
-
IBM Services team will not open a product support ticket for any software-related
issues on behalf of the customer, but IBM will provide assistance, if required.
DELIVERABLES:
The following Deliverable materials must be provided to the State as part of the Services:
Type II Deliverable Materials
a. Weekly Status Report
b. DataStage Cartridge on OpenShift/CP4D Modernization Plan document (updated).
Deliverables will not be considered complete until the Agency Project Manager has formally
accepted them. Deliverables for this project include:
1 – Project Management & Governance
IBM will assign resources to provide leadership and management for the IBM responsibilities
under this SOW. This will include technical direction for the engagement, management of IBM
project personnel, and a framework for project planning, governance, communications,
reporting, and procedural and contractual activities. This activity is composed of the following
tasks:
IBM must:
a.
coordinate the establishment of the project environment;
b.
establish documentation and procedural standards for Deliverable Materials;
c.
assist Client’s Project Manager to prepare and maintain the project plan for the
performance of this SOW which will include the activities, tasks, assignments,
milestones, and estimates;
d.
review with Client the hardware required for the performance of this SOW;
e.
review project tasks, schedules, and resources and make changes or additions, as
appropriate;
f.
measure and evaluate progress against the project plan with Client’s Project
Manager;
g.
review the IBM standard invoice format and billing procedure to be used on the
project, with Client’s Project Manager;
h.
work with Client’s Project Manager to address and resolve deviations from the
project plan;
i.
establish and conduct regularly scheduled project status meetings;
j.
administer the Change Request via the Master Agreement Section 2.024 CHANGE
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REQUESTS with Client’s Project Manager;
k.
coordinate and manage the technical activities of IBM project personnel;
l.
optimize resource allocation based on scope, schedule, project goals and financial
outlook;
m.
establish and facilitate executive governance meetings to review progress and
proactively address open issues and agree upon mitigating actions;
n.
provide a single point of contact for executive escalation within IBM Expert Labs;
and
o.
report time spent on the project to Client’s Project Manager.
Deliverable Materials:
-
Weekly Status Report
2 – Project Kickoff
The purpose of this activity is to kick off the project and set expectations for engagement.
Under this activity, IBM will perform Services which include the following tasks:
a.
Review activities of projects, deliverables, timeline, roles and responsibilities.
b.
Validate the business and technical requirements for the State of Michigan
Solution.
c.
Understand goals of project, target platform, feature/functions needed and other
requirements.
d.
Provide guidance on platform, storage information and software entitlements
required.
e.
Set expectations on timeline and how we will communicate.
3 – DataStage Modernization Planning
The purpose of this activity is to analyze logistics for the State of Michigan’s current DataStage
Project/Jobs inventory and develop DataStage modernization plan. Under this activity, IBM will
perform Services which include the following tasks:
a.
Facilitate the DataStage migration planning workshop.
b.
Verify assessment of current DataStage deployment.
c.
Identify requirements for DataStage Sequencer Jobs for Watson Pipeline Conversion
and associated scripts
d.
Develop a high level DataStage Modernization Build book document.
e.
Finalize DataStage jobs for the modernization, develop a modernization plan based on
an agile approach and review the plan with the State of Michigan project team.
1.
Validation and execution of legacy DataStage job exports.
2.
Review overall DataStage usage and job dependencies between jobs that are
considered within the identified number of jobs.
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3.
Review DataStage execution process (scheduler, scripts and flow dependency) and
jointly finalize sample job selection.
f.
Assist State of Michigan’s project team to export DataStage Jobs from the identified
legacy system environment to the updated version.
g.
Share the IBM Data DataStage Cartridge on OpenShift/CP4D Modernization Plan and
updates document for review and approval
h.
Identify the following assets to be covered in this DataStage Modernization
engagement. Refer to Appendix H for a detailed summary for preparing target
DataStage Instance (Environment Details).
i.
Shell Script Migration - Migration and conversion of existing shell scripts to the new
environment IBM will support the scripts called from DataStage jobs like sftp. The rest
of the scripts executed to initiate DataStage jobs should seamlessly migrate using
dsjob wrapper.
Deliverable Materials:
-
DataStage Cartridge on OpenShift/CP4D Modernization Plan (Updated)
4 – DataStage Cartridge on OpenShift/CP4D Modernization
The purpose of this activity is to demonstrate the end-to-end migration and validation process of
the agreed upon DataStage Job sample set on the DataStage Cartridge on OpenShift/CP4D
infrastructure. Under this activity, IBM will perform Services which include the following tasks:
a.
Perform the migration based on the quantities identified in during the DataStage
Modernization Planning activity.
b.
Assist Customer to migrate and configure DataStage Project Configuration files.
c.
Provide guidance on modifying existing Command Line Interface (CLI) Scripts to
invoke DataStage jobs.
d.
Migration of the specified asset quantities as defined in the “DataStage Cartridge on
OpenShift/CP4D Modernization Plan” activity for:
1. DataStage Parallel Jobs.
2. DataStage Parallel Shared Containers.
e.
Validation for identified jobs.
f.
Provide guidance to address deprecated and modified functionalities and / or
objects with migration irregularities.
g.
Document the migration process in the “DataStage Cartridge on OpenShift/CP4D
Modernization Plan” document. See Appendix I for summary for Migration Activities:
Modernize Deprecated Modules, Automated Migration to NextGen DataStage, and
DataStage Smoke Testing.
h.
Supports the State of Michigan’s team in establishing monitoring practice by:
1. Assisting with the setup of Grafana and CP4D monitoring.
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2. Offering best practice guidance.
3. Identifying potential bottlenecks.
Deliverable Materials:
-
DataStage Jobs to be migrated to CP4D.
5 – Higher Environment Testing (Integration Testing)
The purpose of this activity is to perform DataStage jobs modernization as agreed upon sample
set jobs. Under this activity, IBM will perform Services which include the following tasks:
a. Provide fixed allotments of hours to collaborate and assist State of Michigan with:
1. Test plan and sample data standard practices
2. Test methodology related test strategies for State of Michigan led:
i. Performing data comparison of the legacy Information Server DataStage
environment for DataStage job outputs and DataStage on IBM Cloud Pak for Data
v5.x output.
ii. End to End data pipeline executions.
3. Remediation of identified irregularities resulting from State of Michigan testing and
prepared deficiency lists.
4. Code promotion through the development of lifecycles.
b. Conduct activities requiring fixed-time allotments as defined in the following table. See
Appendix J for summary for Migration Activities: Modernize Deprecated Modules, Automated
Migration to NextGen DataStage, and DataStage Smoke Testing.
6 – Production Go-Live & Post Go-Live Support
The purpose of this activity is to assist State of Michigan’s Project team to transition to
successful post modernization DataStage operations. Under this activity, IBM will perform
Services which include the following tasks:
a. Provide fixed allotments of hours to assist State of Michigan with:
1. Collaborate to assist State of Michigan’s project team to develop production go-live
logistics.
2. Provide production go-live preparation.
3. Production dry-run.
4. Production go-live assistance.
b. Conduct activities requiring fixed-time allotments as defined in the following table. See
Appendix K for summary for Production Go-Live & Post Go-Live Support.
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PROJECT CONTROL AND REPORTS:
A bi-weekly progress report must be submitted to the Agency and DTMB Project Managers
throughout the life of this project. This report may be submitted with the billing invoice. Each bi-
weekly progress report must contain the following:
1.
Hours
: Indicate the number of hours expended during the past two weeks, and the cumulative
total to date for the project. Also state whether the remaining hours are sufficient to complete
the project.
2.
Accomplishments
: Indicate what was worked on and what was completed during the current
reporting period.
3.
Funds
: Indicate the amount of funds expended during the current reporting period, and the
cumulative total to date for the project.
PAYMENT SCHEDULE:
Payment will be made on a Satisfactory acceptance of each deliverable basis. DTMB will pay
CONTRACTOR upon receipt of properly completed invoice(s) which shall be submitted to the billing
address on the State issued purchase order not more often than monthly. DTMB Accounts Payable
area will coordinate obtaining Agency and DTMB Project Manager approvals. All invoices should
reflect actual work completed by payment date and must be approved by the Agency and DTMB
Project Manager prior to payment. The invoices shall describe and document to the State’s
satisfaction a description of the work performed, the progress of the project, and fees. When
expenses are invoiced, receipts will need to be provided along with a detailed breakdown of each
type of expense.
Payment shall be considered timely if made by DTMB within forty-five (45) days after receipt of
properly completed invoices.
EXPENSES:
The State will NOT pay for any travel expenses, including hotel, mileage, meals, parking, etc.
PROJECT CONTACTS:
The designated DTMB Project Manager is:
Ben Mulka
(517) 281-8069
MulkaB@michigan.gov
The designated IBM Project Manager is:
Dewan Islam
(646) 573-9620
Dewan.Islam@ibm.com
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LOCATION OF WHERE THE WORK IS TO BE PERFORMED:
Consultants will work remotely.
EXPECTED CONTRACTOR WORK HOURS AND CONDITIONS:
Work hours are not to exceed eight (8) hours a day, forty (40) hours a week. Normal working hours
of 8:00 am to 5:00 pm are to be observed unless otherwise agreed to in writing.
No overtime will be permitted.
PROJECT PLAN:
These Services will be provided between a start date to be determined by both parties and currently
estimated to be March 31
st
, 2026, and an estimated end date of May 31
st
, 2026, or on other dates
mutually agreed to between the State and IBM. This estimate is based on the thirty-seven (37) ISX
files contained on December 19, 2025, as listed in the Appendix A. From the export date forward,
any additional assets built and deployed may require a Change Request for migration in
accordance with the Master Agreement Section 2.024 CHANGE REQUESTS.
-
Estimated Start Date
:
March 31, 2026
-
Estimated End Date
: May 31, 2026to
Charges
Resource/Skill
Estimated Number of Hours
Rate per Hour
Total
Senior Project Manager
52
$325.00
$16,900.00
Senior DataStage
Consultant
154
$375.00
$57,750.00
Senior DataStage
Consultant
240
$325.00
$78,000.00
Senior DataStage
Consultant
103
$325.00
$33,475.00
Total Estimated Services Charges:
$186,125.00
Total Estimated T&L Charges:
$0.00
Total Estimated Charges:
$186,125.00
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Appendix A: Project Procedures
A- 1: Project Change Control Procedure will be done in accordance with the MA section 2.024
CHANGE REQUESTS
A- 2: Deliverable Acceptance Procedure will be done in accordance with the MA section 2.253
APPROVAL OF DELIVERABLES, IN GENERAL
A - 3: Escalation Procedure
Client and IBM will meet to resolve issues relating to the Services.
a. If an issue is not resolved within three (3) business days, Client’s executive sponsor will
meet with IBM’s Project Manager to resolve the issue.
b. If the conflict is resolved, the resolution will be addressed through the Project Change
Control Procedure.
c. While a conflict is being resolved, IBM will provide Services in accordance with the
Master Agreement Sections 2.190 DISPUTE RESOLUTION and 2.194 CONTINUED
PERFORMANCE.
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Appendix B: Deliverable Materials
B- 1: Weekly Status Report
Purpose
: Documents the plan for the performance of the SOW.
Content
: Activities, tasks, assignments, milestones and estimates.
Delivery
: IBM will deliver one copy of this document in softcopy format.
B- 2: DataStage Cartridge on OpenShift/CP4D Modernization Plan document (updated)
Purpose
: Captures the prerequisite steps needed for the DataStage Cartridge on
OpenShift/CP4D with DataStage Cartridge customization specifics Describes the client’s
modernization solution.
Content
: May include items such as: ‘As-is’ state of the Client, stakeholders, roles and
responsibilities, assumptions, architecture and key components for the solution. Provide a
summary of jobs completed and irregularities data sources to be ingested, data /
workflows, end state for the solution, results achieved, lessons learned and next steps.
Delivery
: IBM will deliver one copy of this document in softcopy format.
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Appendix C: Acronyms
Full Description
Acronym
Cloud Pak for Data
CP4D
OpenShift Cluster Platform
OCP
Quality Assurance
QA
Information Server
IS
Change Data Capture
CDC
InfoSphere Information Data Replication
IIDR
DataStage
DS
Lightweight Directory Access Protocol
LDAP
Message Queue
MQ
Open Database Connectivity
ODBC
Information Server Export
ISX
Project Change Request
PCR
Data Quality Exception Console
DQEC
Subject Matter Expert
SME
Unix Data Base
UDB
Microsoft SQL Server
MSSQL
Extensible Markup Language
XML
File Transfer Protocol
FTP
Secure File Transfer Protocol
SFTP
Network File System
NFS
Transaction
TX
User Acceptance Testing
UAT
Minimum Viable Product
MVP
DataStage as a Service
DSA
DataStage Cartridge on CP4D
DSCP4D
DataStage Anywhere
DSA
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Appendix D: Summary of Fixed Time Allotments
Appendix E: Summary of Additional items
Task
Value
Infrastructure/Architecture for DSCP4D Deployment
Planning
Forty (40) hours estimated allotment
Information sharing on post deployment configuration
Eight (8) hours estimated allotment
Information sharing on NextGen DataStage
Eight (8) hours estimated allotment
IBM to perform the initial Development environment
planning
Forty (40) hours estimated allotment
IBM to assist with Post Development environments install
Forty (40) hours estimated allotment
Allowance for NextGen DataStage Practices
Eight (8) hours estimated allotment
Migration Assessment validation and planning
Sixteen (16) hours estimated
allotment
Review data pipeline flow execution process and finalize
sample jobs list required for testing
Thirty-two (32) hours estimated
allotment
Connector Conversion by CCMT/RJUT (Parallel & Server)
None
Assist/Recommend Test plan, Test Strategy and Test Cases
Forty (40) hours estimated allotment
Number of non-DataStage operating system commands in
scope that require conversion/modification
Eighty (80) hours estimated allotment
Integration and User Acceptance Testing Assistance and
Remediation
Sixty (60)
Allowance for Performance Testing
Eight (8) hours estimated allotment
Production go-live coverage assistance
Eleven point three four (11.34) hours
estimated allotment
Total Hours -
Three hundred and ninety-one point
three four (391.34)
Task
Value
Architecture and DSA Deployment Planning
Forty (40) hours estimated allotment
Total Hours -
Forty (40)
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Appendix F: Summary of Architecture items
Appendix G: Summary of Project Creation
Task
Value
Total number of Non-PROD environments (Development)
Two (2)
Total number of post Development environment
configurations
IBM to perform the initial Development environment
planning and hands -on installation
One hundred and sixty (160) hours
estimated allotment
IBM to assist keyboard authorized SoMI resources with Post
Development environments install
Forty (40) hours fixed allotment
Architecture and DSA Deployment Planning
Forty (40) hours estimated allotment
Total number of Disaster Recovery environments
None
Total Hours -
Two hundred and forty-two (242)
Task
Value
MettleCI with S2PX Plugin Setup
IBM/SoMI collaboration
Number of Data Connection configurations
Refer to Appendix L for connection
count
Number of DataStage Projects to be created in Cloud Pak
for Data
Eighty-four (84)
Active Directory Configuration
None
Number of users and user groups to be configured for roles
and permissions
No
Configure Local Scratch Devices to DataStage Pods
By SoMI
Total number of services to be installed in PROD/DR
environments
By SoMI
Configure NFS mounts with DataStage (only if required)
By SoMI
SMTP Email Configuration
By SoMI
Provide guidance during the configuring of SMTP mail server
and port number with Cloud Pak for Data to enable email
notifications for the workflow
IBM
Number of PX DataStage Runtime environments
Not Applicable (Out of Scope)
PROJDEF Setup
No
Number of commands that can be and need to be installed
on PV.
Five (5)
Allowance for post deployment configuration
Sixteen (16) hours
Allowance for NextGen DataStage
Eight (8)
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Appendix H: Summary of Parameter Sets
Task
Value
Migration Assessment validation and planning
Sixteen (16) hours estimated allotment
Review data pipeline flow execution process and finalize
sample jobs list required for testing
Thirty-two (32) hours estimated
allotment
Sample Data preparation planning for unit testing
By SoMI
Number of Parameter Sets to be migrated
Forty-one (41)
Configure Environment parameters in Runtime
environments
IBM/SoMI collaboration
Export of DataStage Job from legacy environment
By SoMI
Import of DataStage jobs into CP4D Environment
By IBM
Examine the import errors and warnings. Enter the total
number of 'flow_compilation_failed' for parallel and 'Errors'
for Job sequences.
By IBM
Re-designing the overall application architecture due to
the product limitation and version differences
By IBM
Copy assets to other projects for duplicate
Yes
Number of Parallel Jobs to be migrated (without
deprecated / unsupported)
Five hundred and sixty-seven (567)
Connector Conversion by CCMT/RJUT (Parallel)
None
Job Sequencers to Watson Pipeline Conversions
Two hundred and twenty-nine (229)
Number of parallel jobs with unsupported/deprecated.
stages that require re-design
Two (2)
Smoke testing for parallel jobs that include deprecated
stages converted with CCMT (No input is required)
None
Post Implementation Remediation of Analyzed Items
None
Smoke testing for server jobs for CCMT converted
deprecated stage
None
Configure connections update connection properties, add
parameter
Three hundred and forty-eight (348)
Property (non-connection) updates for both parallel and
server jobs.
None
Number of server routines to be rewritten in Python c/w
DSExecute
One (1)
Number of server routines that need to be rewritten in
Python with DSExecute
Twenty-eight (28)
Number of SDK routines that need to be rewritten in Python One (1)
SDK routine usage - job controls derivations
Three (3)
Number of Execute Command stages in Job Sequence
Fifty (50)
Correct hard-coded file paths with parameters. Enter the
number of hard-coded items
Forty-six (46)
Provide guidance to develop a shell script that replaces
dsjob command
Sixteen (16) hours estimated allotment
Number of commands in scope that require
conversion/modification
Five (5)
Number of Converted Server jobs require detailed unit
testing requiring SoMI test data
None
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Appendix I: Summary of Test Plans
Appendix J: Summary of Go-Live Coverage
Appendix K: Stage Summary
Task
Value
Assist/Recommend Test plan, Test Strategy and Test Cases
Forty (40) hours estimated allotment
Integration and User Acceptance Testing Assistance and
Remediation
Sixty (60) hours estimated allotment
Allowance for Performance Testing(Over one (1) week
period)
Eight (8) hours estimated allotment
Integration and User Acceptance Testing Assistance and
Remediation (Over a ten (10) week period)
Forty (40) hours estimated allotment
End to end smoke testing
Nighty (90) hours estimated allotment
Total Hours -
Two hundred and thirty-five point
seven six (236)
Task
Value
Production go-live coverage assistance (Over a two (2) week
period
Sixteen (16) hours estimated
allotment
Total Hours -
Sixteen (16)
Stage Name
Category
Stage count
Oracle Connector
CONNECTOR_PX
266
ODBC Connector
CONNECTOR_PX
218
Teradata Connector
CONNECTOR_PX
37
Teradata Multiload
CONNECTOR_PX
8
Sybase Enterprise
UNSUPPORTED_PX
2
Total Stage Count
Five hundred and
thirty-one (531)
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STATEMENT OF WORK -
IT CHANGE NOTICE
Project Title:
MiLogin – Migrate Security Knowledge Questions to IBM Verify SaaS
Requesting Department:
Department of Technology, Management, and Budget
Date
:
2/11/2026
DTMB Project Manager:
Dane Spencer
Phone
:
(517) 898-3621
SCOPE OF WORK:
Below are the activities that will be performed during IBM’s engagement.
Part/SKU
Offering Name
D0DKHZX
IBM Expert Labs Build Verify - SaaS
D0GEBZX
IBM Expert Labs Migrate Verify - SaaS
This Expert Labs Verify engagement is to assist The State of Michigan (MiLogin
Team”) with the following
-
Desing and Plan for the migration of security knowledge questions and answers
(SQA) data from IBM Security Verify Governance (ISVG) into IBM Verify SaaS
(ISV).
-
Assist the MiLogin team to perform the migration of SQA data into the Verify
SaaS solution, based on the established design and plan. This migration
includes three different environments and ISV tenants (Dev, QA, and
Production).
IBM will collaborate with MiLogin SMEs and the IBM account/support team on the
Technology Expert Labs engagement in support of IBM products. A total of two
hundred forty (240) hours of IBM consulting time is provided for these services. IBM
will also provide project management in addition to these hours.
Description
Part/SKU
Quantity
D0DKHZX
IBM Expert Labs Build Verify – SaaS
1
D0GEBZX
IBM Expert Labs Migrate Verify – SaaS
2
Michigan.gov/MiProcurement
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DELIVERABLES:
Deliverables will not be considered complete until the Agency Project Manager has
formally accepted them. Deliverables for this project include:
1 – Project Management
IBM will provide project management for the IBM responsibilities in this Scope
Document. The purpose of this activity is to provide technical direction and
control of IBM project personnel and to provide a framework for project planning,
communications, reporting, procedural and contractual activity. This activity is
composed of the following tasks:
Planning
IBM must:
a.
Review the Service Description and the contractual responsibilities of both
parties with your Solution Manager,
b.
maintain project communications through your Solution Manager,
c.
coordinate the establishment of the solution environment,
d.
assist your Solution Manager to prepare and maintain the project plan for
the performance of this Service Description which will include the
activities, tasks, assignments, and estimates; and
e.
review with you any hardware if required for the performance of this
Service Description.
Project Tracking and Reporting
IBM must:
a.
review project tasks, schedules, and resources and make changes or
additions, as appropriate. Measure and evaluate progress against the
project plan with your Solution Manager,
b.
review the IBM standard invoice format and billing procedure to be used on
the project, with your Solution Manager,
c.
work with your Solution Manager to address and resolve deviations from the
project plan,
d.
conduct regularly scheduled project status meetings,
e.
report time spent on the project to your Solution Manager; and
f.
coordinate and manage the technical activities of IBM project personnel.
2 – Verify Security Knowledge Data Migration Services
Activity 2.1 – Conduct Project Kickoff Meeting
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IBM Expert Labs will conduct a kick-off meeting on a mutually agreed upon date
at the commencement of this service to perform activities such as:
a.
Review requirements and objectives from Client
b.
Define Client and IBM roles and responsibilities.
c.
Document planned activities, priorities, and timelines.
Activity 2.2 - Security Verify Authentication and Identity Warehouse
Implementation Services
As prioritized and defined in Activity 2.1, IBM Expert Labs will provide the
following types of tasks:
a.
Establish a process for migrating user SQA data from the current ISVG
solution into ISV SaaS
b.
Develop scripts to process SQA data in preparation for loading into ISV,
including:
1. data export from ISVG provided by MiLogin team
2. data parsing to support ISV import
3. SQL statements for data insert to ISV
c.
Perform the SQA data migration in the Development (Dev) environment
d.
Validate data migration in Dev and revise scripts as needed
e.
Perform the SQA data migration in the QA (quality assurance) environment
f.
Validate data migration in QA and assist with regression testing issue
resolution
g.
Assist the MiLogin team to migrate SQA data migration in the Production
environment working with the IBM Support team
The engagement will be considered complete when the Estimated End Date has
been reached and/or available IBM hours have been exhausted.
PROJECT CONTROL AND REPORTS:
A bi-weekly progress report must be submitted to the Agency and DTMB Project
Managers throughout the life of this project. This report may be submitted with the
billing invoice. Each bi-weekly progress report must contain the following:
1.
Hours
: Indicate the number of hours expended during the past two weeks, and the
cumulative total to date for the project. Also state whether the remaining hours are
sufficient to complete the project.
2.
Accomplishments
: Indicate what was worked on and what was completed during
the current reporting period.
3.
Funds
: Indicate the amount of funds expended during the current reporting period,
and the cumulative total to date for the project.
Michigan.gov/MiProcurement
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PAYMENT SCHEDULE:
Payment will be made on a Satisfactory acceptance of each deliverable basis. DTMB will
pay CONTRACTOR upon receipt of properly completed invoice(s) which shall be
submitted to the billing address on the State issued purchase order not more often than
monthly. DTMB Accounts Payable area will coordinate obtaining Agency and DTMB
Project Manager approvals. All invoices should reflect actual work completed by payment
date and must be approved by the Agency and DTMB Project Manager prior to payment.
The invoices shall describe and document to the State’s satisfaction a description of the
work performed, the progress of the project, and fees. When expenses are invoiced,
receipts will need to be provided along with a detailed breakdown of each type of expense.
Payment shall be considered timely if made by DTMB within forty-five (45) days after
receipt of properly completed invoices.
EXPENSES:
The State will NOT pay for any travel expenses, including hotel, mileage, meals,
parking, etc.
PROJECT CONTACTS:
The designated DTMB Project Manager is:
Dane Spencer
(517) 898-3621
SpencerD3@Michigan.gov
LOCATION OF WHERE THE WORK IS TO BE PERFORMED:
Consultants will work remotely.
EXPECTED CONTRACTOR WORK HOURS AND CONDITIONS:
Work hours are not to exceed eight (8) hours a day, forty (40) hours a week. Normal
working hours of 8:00 am to 5:00 pm are to be observed unless otherwise agreed to in
writing.
No overtime will be permitted.
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PROJECT PLAN:
These Services will be performed consistent with the estimated schedule mutually
agreed upon by both IBM and Client. Both Client and IBM agree to make reasonable
efforts to carry out our respective responsibilities according to the estimated schedule.
-
Estimated Start Date
:
February 16, 2026
-
Estimated End Date
:
May 15, 2026
Security Verify Expert Labs Services
IBM Expert Labs Build Verify – SaaS Engagement Remotely Delivered Service
Billing: Upfront
Unit Price: 64,430.00 Per Use
Part #
Quantity
Line Item Price
D0DKHZX
1
64,430.00
IBM Expert Labs Migrate Verify – SaaS Engagement Remotely Delivered SW Services
Billing: Upfront
Unit Price: 16,150.00 Per Use
Part #
Quantity
Line Item Price
D0GEBZX
2
32,300.00
Total $96,730.00
Amendment No. 8 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #8 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 1 of 3
This Amendment #8 to the June 2019 Ordering Document (“Amendment #8”) is effective when signed by all parties and
provides special options with respect to the terms of the Software and Services Special Option (the “SSSO”), which is
contained within Contract No. 071B1300071 (collectively the “Agreement”), dated as of September 29, 2010, and any
changes thereto agreed to in writing prior to the execution of this Ordering Document. Capitalized terms used in this
Amendment #6, the definitions which are not found in this Ordering Document, are defined in the Agreement.
1. Contract Term
This Amendment #8 starts on
December 31, 2025
(the “
Amendment #8
Start Date
”) and remains in effect up to and
including
December 31, 2027
(the “
Amendment #8 End Date
”), unless earlier terminated as provided herein.
2. Eligible Programs
The Programs that qualify for the terms of this Amendment #8 (“Eligible Programs”) may only be acquired directly from
IBM and are as follows:
Products included in Schedule A8 - Products List, which is attached to and made part of this Amendment #8 are
comprised of the following:
i.
Products and Programs;
Included in the Charges are charges for any appliable S&S and Subscriptions with coverage up to December 31, 2027
unless otherwise specified in the Schedule A8 – Products List.
3. Subscription and Support
Section 5 of the June 2019 Ordering Document, signed 6/28/19 and as amended in Amendment 2 signed 12/20/2021
and Amendment 6 signed December 12, 2024, is amended to add following:
IBM S&S and Subscription Licenses Programs (“SS”) under Schedule A7
Provided (i) Client’s subscription coverage has not lapsed; (ii) SS is made generally available for the Listed Program(s)
(e.g., SS has not been withdrawn), (iii) Client renews SS for all quantities of all Programs on Schedule A7 Table 1, and iv)
SS is ordered direct from IBM, Client shall be entitled to receive prices not to exceed those listed below for acquisitions
of SSSLP for all the quantities of Listed Programs on Schedule A7. SS must be ordered directly from IBM for the
Coverage Period[s] and at price[s] not to exceed those shown in the table below by providing written authorization to
IBM (e.g., order form, order letter, purchase order) at least thirty (30) days prior to the beginning of the S&S Coverage
Period.
Coverage Period
Not to Exceed Price
January 1, 2028 to December 31, 2028
USD $10,446.00
January 1, 2029 to December 31, 2029
USD $11,177.00
Prices are based on the IBM prices available in the country in which Client acquired the Programs
S&S Not Renewed
The following product included on Amendment # 7 Table 1 will not be renewed past December 31, 2025.
S&S Part
Number
Product Description
Quantit
y
S&S
End
Date
E09PPLL
IBM SPSS Complex Samples Authorized User Annual SW Subscription &
Support Renewal
1
12/31/25
4. Charges
Section 7. Charges of Ordering Document Amendment # is deleted in its entirety and replaced with the following.
Amendment No. 8 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #8 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 2 of 3
The Ordering Document Amendment #7 Charges are amended to add the following table. The charges will be invoiced
to the State of Michigan and are due on or before the following dates and payable in accordance with the Agreement:
Due Date
Amendment #6
Charges
Amendment #8
Charges
Total Charges
December 31, 2025
USD $9,791,970.00
USD $55,955.00
USD $9,847,925.00
December 31, 2026
USD $9,751,510.00
USD $0.00
USD $9,751,510.00
5. Payment
Unless otherwise agreed to by the State in writing, the State will issue a written Purchase Order to order any products,
services, or deliverables under this Agreement.
Notwithstanding the foregoing sentence, undisputed invoices will be due and payable by the State, in accordance with the
State’s Prompt Payment Act as specified in 1984 PA 279, MCL 17.51 et seq., within 45 days after receipt,
provided the State determines that the invoice was properly rendered. The State is exempt from State sales tax for direct
purchases and may be exempt from federal excise tax, if products, services, and deliverables purchased under this
Agreement are for the State’s exclusive use.
.
The State has provided IBM its tax-exempt certificate.
Amendment No. 8 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #8 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 3 of 3
Schedule A8 – Products List
Table 1
– New IPAA Programs
License
Part
Number
S&S Part
Number
Product Description
Quantity
S&S
Start
Date
S&S
End
Date
D0EL9LL
E09PNLL
IBM SPSS Complex Samples Concurrent User License + SW
Subscription & Support 12 Months
1
12/31/25 12/31/27
D56SMLL
E02BSLL
IBM InfoSphere Data Architect Floating User License + SW
Subscription & Support 12 Months
3
12/31/25 12/31/27
STATE OF MICHIGAN
ENTERPRISE PROCUREMENT
Department of Technology, Management, and Budget
320 S. Walnut Street 2nd Floor Lansing, MI 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
CONTRACT SUMMARY
IBM Software, Maintenance and Support
INITIAL EFFECTIVE DATE
INITIAL EXPIRATION DATE
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
October 1, 2010
December 1, 2017
5 - 12 Months
December 31, 2027
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
MINIMUM DELIVERY REQUIREMENTS
N/A
P-Card
Direct Voucher (PRC)
Other
Yes
No
New Orchard Drive
Armonk NY 10504-1722
Gregory Bruggen
913-424-2901
gjbruggen@us.ibm.com
CV0001848
IBM CORPORATION
CONTRACTOR
Shannon Romein
(517) 898-8102
DTMB
Various
DTMB
romeins@michigan.gov
Contract
Administrator
Program
Manager
STATE
N/A
N/A
Change Notice Number
46
Contract Number
MA071B1300071C
to
DESCRIPTION OF CHANGE NOTICE
OPTION
EXTENSION
LENGTH OF OPTION
LENGTH OF EXTENSION
REVISED EXP. DATE
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$191,972,450.20
$0.00
$191,972,450.20
DESCRIPTION
Effective 5/14/2025, the following amendment is incorporated into this Contract to evaluate a process
mining solution to improve current process within DHHS Child Support. Total cost of this project is $0.00.
All other terms, conditions, specifications, and pricing remain the same. Per contractor, agency, and
DTMB Central Procurement approval.
AGENCY
NAME
PHONE
EMAIL
DTMB
Brenda Waier
517-241-0344
WaierB@michigan.gov
DTMB
Lucy Pline
plinel@michigan.gov
DTMB
Reid Sisson
517-241-1638
SissonR@Michigan.gov
DTMB
Stephanie Jeppesen
517-335-6899
JeppesenS@michigan.gov
Program Managers
for
Multi-Agency and Statewide Contracts
CHANGE NOTICE NO. 46 TO CONTRACT NO. MA071B1300071C
Michigan.gov/MiProcurement
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STATEMENT OF WORK -
IT CHANGE NOTICE
Project Title:
IBM Process Mining Pilot, Proof of Value Pilot (POV)
Period of Coverage:
60 days
Requesting Department:
State of Michigan DHHS
Date
:
5/1/2025
Agency Project Manager:
Pratin Trivedi
Phone
:
(517) 930-5871
DTMB Project Manager:
Gupreet Sandhu
Phone
:
5/5/2025
Brief description of services to be provided:
BACKGROUND:
To evaluate a process mining solution to improve current process within Child Support.
Use Case:
•
Case referral process within an existing Child Support system.
Key Performance Indicator (KPI):
1. Current KPI: Number of days it takes to complete the case referral process.
2. More to be identified in the discovery session.
Potential Benefits:
•
Impact of Process Mining: By leveraging process mining, the IBM team plans to
demonstrate identification of bottlenecks and inefficiencies in the current process.
With this insight, they can propose improvements leading to a reduction in the time
required to complete the current referral process.
•
Benefits of Reduced Cycle Time: A shorter cycle time means quicker resolution of
cases, improved service delivery, and ultimately, enhanced client satisfaction. It can
also lead to cost savings by reducing the resources required over time.
PROJECT
OBJECTIVE:
Goals:
•
Identify areas for improvement and optimize the processes within Child Support.
•
Desired Improvement: Reduce administrative overhead and achieve faster turnaround
times.
Michigan.gov/MiProcurement
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SCOPE OF WORK:
1.
Proof of Value Pilot (PoV) is NON-PRODUCTION ONLY | IBM TechZone
a.
Access Duration: Access to the TechZone shared environment for co-creation is
granted for a maximum of 60 days.
b.
Upon expiration of the access period, all data within the environment will be
permanently deleted.
c.
If interested in reusing elements from the co-creation session, client should review
the software features to determine which components can be exported or
downloaded.
d.
Data Recovery: There is no mechanism to recover data once it has been deleted
following the expiry of the access period.
e.
Client and IBM will work collaboratively throughout the POV.
2.
Client will provide sample documents and sample data.
3.
IBM Team: To provide technical expertise, conduct workshops, and pitch the solution.
4.
IBM Client Engineering (IBM CE) will coordinate IBM resources, including IBM product
specialists and their availability.
5.
Client will coordinate client resources while ensuring their availability.
6.
IBM CE will provide facilitation services for the innovation stage, including kick-off,
discovery and planning workshops to document details, finalization of use case(s) and
success criteria, and set transition expectations.
7.
IBM CE will provide facilitation for the prepare and co-creation build stages.
8.
IBM CE will set up environments and ready data on IBM TechZone.
9.
IBM CE will lead the delivery of the POV, proving use cases while meeting success
criteria.
10.
IBM CE will provide demonstration of the process mining technology as outline through
the engagement goals.
11.
IBM CE will provide facilitation for the transition following the successful completion of
the POV.
Success Criteria: Client use cases for process mining are proven with features and
functions as agreed upon through our IBM-led design workshop.
TASKS:
Technical support is required to assist with the following tasks:
None. Solution is hosted in the TechZone shared environment.
Michigan.gov/MiProcurement
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DELIVERABLES:
Deliverables will not be considered complete until the Agency Project Manager has
formally accepted them. Deliverables for this project include:
Recorded sessions of co-creation, relevant documentation provided as needed.
ACCEPTANCE CRITERIA:
Per contract.
SPECIFIC DEPARTMENT STANDARDS:
Agency standards, if any, in addition to DTMB standards.
None.
PAYMENT SCHEDULE:
Zero cost.
EXPENSES:
The State will NOT pay for any travel expenses, including hotel, mileage, meals, parking,
etc.
AGENCY RESPONSIBILITIES:
Provide functional and procedural knowledge for selected child support processes.
Co-ordinate state resources.
Participate in co-creation build stages.
Knowledge exchange and transition.
LOCATION OF WHERE THE WORK IS TO BE PERFORMED:
Consultants will work at:
Workshop will be conducted on-site. Sprints and final playback will be done remotely
EXPECTED CONTRACTOR WORK HOURS AND CONDITIONS:
Work hours are not to exceed eight (8) hours a day, forty (40) hours a week. Normal working
hours of 8:00 am to 5:00 pm are to be observed unless otherwise agreed to in writing.
No overtime will be permitted.
STATE OF MICHIGAN
ENTERPRISE PROCUREMENT
Department of Technology, Management, and Budget
320 S. Walnut Street 2nd Floor Lansing, MI 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
CONTRACT SUMMARY
IBM Software, Maintenance and Support
INITIAL EFFECTIVE DATE
INITIAL EXPIRATION DATE
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
October 1, 2010
December 1, 2017
5 - 12 Months
December 31, 2027
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
MINIMUM DELIVERY REQUIREMENTS
N/A
P-Card
Direct Voucher (PRC)
Other
Yes
No
New Orchard Drive
Armonk NY 10504-1722
Gregory Bruggen
913-424-2901
gjbruggen@us.ibm.com
CV0001848
IBM CORPORATION
CONTRACTOR
Shannon Romein
517-898-8102
DTMB
Various
DTMB
Romeins@michigan.gov
Contract
Administrator
Program
Manager
STATE
N/A
N/A
Change Notice Number
45
Contract Number
MA071B1300071C
to
DESCRIPTION OF CHANGE NOTICE
OPTION
EXTENSION
LENGTH OF OPTION
LENGTH OF EXTENSION
REVISED EXP. DATE
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$191,972,450.20
$0.00
$191,972,450.20
DESCRIPTION
Effective 5/2/2025, the following amendment is incorporated into this Contract for IBM software licenses
cover extensions for the transformation and processing of specialized healthcare format for soon-to-be-
approved Public Health initiatives. No additional Contract funding is needed at this time; existing funds
are adequate to support this change.
Total cost is $59,368.76.
Service Dates: 4/2/2025 - 4/30/2026.
Please note the State's Contract Administrator has been updated to Shannon Romein.
All other terms, conditions, specifications, and pricing remain the same. Per contractor, agency, and
DTMB Central Procurement approval.
AGENCY
NAME
PHONE
EMAIL
DTMB
Reid Sisson
517-241-1638
SissonR@Michigan.gov
DTMB
Stephanie Jeppesen
517-335-6899
JeppesenS@michigan.gov
DTMB
Brenda Waier
517-241-0344
WaierB@michigan.gov
DTMB
Lucy Pline
plinel@michigan.gov
Program Managers
for
Multi-Agency and Statewide Contracts
CHANGE NOTICE NO. 45 TO CONTRACT NO. MA071B1300071C
International Business Machines Corporation
International Business Machines Corporation, 1 North Castle Drive, Armonk, NY 10504
IBM Software Quotation
Quotation Information
Number:
21438259
Effective Date:
23-Apr-2025
Expiration Date:
30-May-2025
Customer Information
Attn: Andrey Verevko
AVP Only State of Michigan
320 S WALNUT ST-Cass Bldg 2nd Flr-S
LANSING MI 48933-2014
UNITED STATES
Sales Representative
IBM Contact:
Vivek Sharan
Passport Advantage Agreement Number:
9422
IBM Customer Number:
7825380
Relationship SVP Level:
GV
Passport Advantage Site Number:
4048325
Anniversary:
01-Oct
Quotation SVP Level:
GV
Summary
Current Transaction
Total Points
432.00
Software
56,008.26
Estimated Tax
3,360.50
Total
59,368.76
USD
Page
3
of
4
International Business Machines Corporation
International Business Machines Corporation, 1 North Castle Drive, Armonk, NY 10504
Current Transaction
Software
Line Item
Part Number
Quantity
Points
Unit SVP Price
Discounted Unit Price
Extended Amount
IBM Sterling Transformation Extender Non-Production for Red Hat OpenShift Virtual Processor Core License + SW Subscription & Support
1
D26S6LL
1
96.00
18,360.00
12,459.10
12,459.10
Current Transaction
Coverage Dates:
23-Apr-2025
-
30-Apr-2026
IBM Sterling Transformation Extender for Red Hat OpenShift Virtual Processor Core License + SW Subscription & Support 12 Months
2
D26S3LL
1
192.00
36,635.00
24,860.51
24,860.51
Current Transaction
Coverage Dates:
23-Apr-2025
-
30-Apr-2026
IBM Sterling Transformation Extender Pack for Healthcare Non-Production for Red Hat OpenShift Virtual Processor Core License + SW Su
3
D26SCLL
1
48.00
9,180.00
6,229.55
6,229.55
Current Transaction
Coverage Dates:
23-Apr-2025
-
30-Apr-2026
IBM Sterling Transformation Extender Pack for Healthcare for Red Hat OpenShift Virtual Processor Core License + SW Subscription & Su
4
D26S9LL
1
96.00
18,360.00
12,459.10
12,459.10
Current Transaction
Coverage Dates:
23-Apr-2025
-
30-Apr-2026
Page
4
of
4
STATE OF MICHIGAN
ENTERPRISE PROCUREMENT
Department of Technology, Management, and Budget
320 S. Walnut Street 2nd Floor Lansing, MI 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
CONTRACT SUMMARY
IBM Software, Maintenance and Support
INITIAL EFFECTIVE DATE
INITIAL EXPIRATION DATE
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
October 1, 2010
December 1, 2017
5 - 12 Months
December 31, 2027
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
MINIMUM DELIVERY REQUIREMENTS
N/A
P-Card
Direct Voucher (PRC)
Other
Yes
No
New Orchard Drive
Armonk NY 10504-1722
Gregory Bruggen
913-424-2901
gjbruggen@us.ibm.com
CV0001848
IBM CORPORATION
CONTRACTOR
517-241-1638
SissonR@Michigan.gov
Shannon Romein
(517) 898-8102
DTMB
Reid Sisson
DTMB
romeins@michigan.gov
Contract
Administrator
Program
Manager
STATE
N/A
N/A
Change Notice Number
44
Contract Number
MA071B1300071C
to
DESCRIPTION OF CHANGE NOTICE
OPTION
EXTENSION
LENGTH OF OPTION
LENGTH OF EXTENSION
REVISED EXP. DATE
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$191,970,889.20
$
1,561
.00
$191,97
2
,
450
.20
DESCRIPTION
Effective 3/28/2025, this Contract incorporates the attached Amendment No. 7 to the June 2019 Ordering
Document to the Software and Services Special Option executed in Change Notice 40. The purpose of
this Amendment is to add IBM License Part Number D0ELALL for IBM SPSS Complex Samples
Authorized User SW Subscription & Support Reinstatement and S&S through 12/31/2027. This is
reinstated for a one-time payment of $1,561.00 and this Change Notice adds $1,561.00 in funding to
cover this purchase through 12/31/2027 as described in the attached Amendment #7.
All other terms, conditions, specifications and pricing remain the same. Per contractor and agency
agreement, and DTMB Central Procurement Services approval.
Amendment No. 7 to the June 2019 Ordering Document to the
Software and Services Special Option
This Amendment #7 to the June 2019 Ordering Document (“Amendment #6”) is effective when signed by
all parties and provides special options with respect to the terms of the Software and Services Special
Option (the “SSSO”), which is contained within Contract No. 071B1300071 (collectively the “Agreement”),
dated as of September 29, 2010, and any changes thereto agreed to in writing prior to the execution of
this Ordering Document. Capitalized terms used in this Amendment #6, the definitions which are not
found in this Ordering Document, are defined in the Agreement.
1.
Contract Term
This Amendment #7 starts on
March 31, 2025
(the “
Amendment #7
Start Date
”) and remains in effect
up to and including
December 31, 2027
(the “
Amendment #7 End Date
”), unless earlier terminated
as provided herein.
2.
Eligible Programs
The Programs that qualify for the terms of this Amendment #7 (“Eligible Programs”) may only be
acquired directly from IBM and are as follows:
Products included in Schedule A7 - Products List, which is attached to and made part of this
Amendment #7 are comprised of the following:
i.
Products and Programs;
Included in the Charges are charges for any appliable S&S and Subscriptions with coverage up to
December 31, 2027 unless otherwise specified in the Schedule A7 – Products List.
3.
Subscription and Support
Section 5 of the June 2019 Ordering Document, signed 6/28/19 and as amended in Amendment 2
signed 12/20/2021 and Amendment 6 signed December 12, 2024, is amended to add following:
IBM S&S and Subscription Licenses Programs (“SS”) under Schedule A7
Provided (i) Client’s subscription coverage has not lapsed; (ii) SS is made generally available for the
Listed Program(s) (e.g., SS has not been withdrawn), (iii) Client renews SS for all quantities of all
Programs on Schedule A7 Table 1, and iv) SS is ordered direct from IBM, Client shall be entitled to
receive prices not to exceed those listed below for acquisitions of SSSLP for all the quantities of Listed
Programs on Schedule A7. SS must be ordered directly from IBM for the Coverage Period[s] and at
price[s] not to exceed those shown in the table below by providing written authorization to IBM (e.g.,
order form, order letter, purchase order) at least thirty (30) days prior to the beginning of the S&S
Coverage Period.
Coverage Period
Not to Exceed Price
January 1, 2028 to December 31, 2028
USD $396.00
January 1, 2029 to December 31, 2029
USD $424.00
Prices are based on the IBM prices available in the country in which Client acquired the Programs
4.
Charges
Section 7. Charges of Ordering Document Amendment # is deleted in its entirety and replaced with the
following.
The Ordering Document Amendment #6 Charges are amended to add the following table. The charges
will be invoiced to the State of Michigan and are due on or before the following dates and payable in
accordance with the Agreement:
Amendment No. 7 to the June 2019 Ordering Document to the
Software and Services Special Option
Due Date
Amount Due
March 31, 2025
USD $1,561.00
5.
Payment
Unless otherwise agreed to by the State in writing, the State will issue a written Purchase Order to order
any products, services, or deliverables under this Agreement.
Notwithstanding the foregoing sentence, undisputed invoices will be due and payable by the State, in
accordance with the State’s Prompt Payment Act as specified in 1984 PA 279, MCL 17.51 et seq., within
45 days after receipt,
provided the State determines that the invoice was properly rendered. The State is exempt from State
sales tax for direct purchases and may be exempt from federal excise tax, if products, services, and
deliverables purchased under this Agreement are for the State’s exclusive use.
The State has provided IBM its tax-exempt certificate.
Schedule A7 – Products List
Table 1
– New IPAA Programs
License
Part
Number
S&S Part
Number
Product Description
Quantity
S&S
Start
Date
S&S
End
Date
D0ELALL
IBM SPSS Complex Samples Authorized User SW Subscription & Support
Reinstatement 12 Months
1
2/28/25
12/31/27
STATE OF MICHIGAN
ENTERPRISE PROCUREMENT
Department of Technology, Management, and Budget
320 S. Walnut Street 2nd Floor Lansing, MI 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
CONTRACT SUMMARY
IBM Software, Maintenance and Support
INITIAL EFFECTIVE DATE
INITIAL EXPIRATION DATE
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
October 1, 2010
December 1, 2017
5 - 12 Months
December 31, 2027
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
MINIMUM DELIVERY REQUIREMENTS
N/A
P-Card
Direct Voucher (PRC)
Other
Yes
No
New Orchard Drive
Armonk NY 10504-1722
Gregory Bruggen
913-424-2901
gjbruggen@us.ibm.com
CV0001848
IBM CORPORATION
CONTRACTOR
Shannon Romein
517-898-8102
DTMB
Various
DTMB
Romeins@mcihigan.gov
Contract
Administrator
Program
Manager
STATE
N/A
N/A
Change Notice Number
43
Contract Number
MA071B1300071C
to
DESCRIPTION OF CHANGE NOTICE
OPTION
EXTENSION
LENGTH OF OPTION
LENGTH OF EXTENSION
REVISED EXP. DATE
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$191,970,889.20
$0.00
$191,970,889.20
DESCRIPTION
Effective 3/20/2025 this Contract hereby incorporates the attached Statement of Work for IBM Expert
Labs Cloud Pak for Data Jumpstart. No additional Contract funds are needed, $48,970.00 of the
remaining "Additional Funds" added under Change Notice 40 will be utilized along with $52,550.00 of
existing Contract funding for a total cost of $101,520.00.
All other terms, conditions, specifications and pricing remain the same. Per contractor and agency
agreement, and DTMB Central Procurement Services approval.
AGENCY
NAME
PHONE
EMAIL
DTMB
Reid Sisson
517-241-1638
SissonR@Michigan.gov
DTMB
Stephanie Jeppesen
517-335-6899
JeppesenS@michigan.gov
DTMB
Brenda Waier
517-241-0344
WaierB@michigan.gov
DTMB
Lucy Pline
plinel@michigan.gov
Program Managers
for
Multi-Agency and Statewide Contracts
CHANGE NOTICE NO. 43 TO CONTRACT NO. MA071B1300071C
Page 2 of 5
Brian O'Sullivan
Phone Number:
Fax Number:
E-mail Address:
brian.osullivan@us.ibm.com
International Business Machines Corporation
International Business Machines Corporation, 1 North Castle Drive, Armonk, NY 10504
IBM Quotation
Quotation Information
Number:
21395072
Effective Date:
20-Feb-2025
Expiration Date:
31-Mar-2025
Sales Representative
Customer Information
Attn:
Reid Sisson
State of Michigan, Dept of IT
Agency Services
Cass Bldg 2nd floor-South
320 S. Walnut
LANSING MI 48933-2014
IBM Contact:
Brian O'Sullivan
E-mail Address:
brian.osullivan@us.ibm.com
IBM Site Number:
7020883
IBM Customer Number:
5807125
IBM Agreement Number:
9422
Summary
Current Transaction:
As a Service
101,520.00
Estimated Tax
0.00
Total
101,520.00
USD
Current Transaction
As a Service
101,520.00 USD
Expert Labs Cloud Pk Dt Jumpstart Non-SaaS Engagement RDS
IBM Expert Labs Cloud Pak for Dat
SW Services
Part#:
D05WRZX
Billing:
Upfront
a Jumpstart - Non-SaaS Engagement Remotely Delivered
Unit Price:
53,460.00 Per Use
Line Item
Quantity
Line Item Price
1
1
53,460.00
IBM Exp Labs Ins Dt Fabr Non-SaaS Engng Remotely Del SW Services
IBM Expert Labs Install Data Fabric - Non-SaaS Engagement Remotely Delivered SW Services
Part#:
D06W8ZX
Unit Price:
15,480.00 Per Use
Billing:
Upfront
Page 3 of 5
Line Item
Quantity
Line Item Price
2
2
30,960.00
International Business Machines Corporation
International Business Machines Corporation, 1 North Castle Drive, Armonk, NY 10504
IBM Expert Labs Assess Dt Intgn Non-SaaS Engagement RDS
IBM Expert Labs Assess Data Inte
Services
Part#:
D06ZEZX
Billing:
Upfront
gration - Non-SaaS Engagement Remotely Delivered SW
Unit Price:
17,100.00 Per Use
Line Item
Quantity
Line Item Price
3
1
17,100.00
Notes
Applicable tax will be recalculated at the time of order processing.
IBM acceptance of the order is subject to credit approval.
Upon placing your order, please supply a Purchase Order or, if not PO driven, a signed Firm Order Letter. The Purchase
Order value must cover the Total Commit Value of the transaction.
For clarity, this order will be partially paid for by available credits on account for FY2025 from the IBM / State of Michigan
DTMB Master Agreement. As of 2/24/2025, available credits on account is $48,970.00. Customer will be invoiced for the
remaining balance, currently calculated as $52,550.00, after deducting the remaining available credits in the master
agreement from the total amount of this Transaction.
Michigan.gov/MiProcurement
STATEMENT OF WORK -
IT CHANGE NOTICE
Version 2 (3/2021)
1
Project Title:
Cloud Pak for Data Non-Production Platform
Assessment, Installation & Configuration
Period of Coverage:
Requesting Department:
DTMB
Date
:
3/19/2025
Agency Project Manager:
Ben Mulka
Phone:
517-281-8069
Brief description of services to be provided:
SCOPE OF WORK:
Scope of Services
The following Scope Document describes the activities that will be performed during
IBM’s Expert Labs Non-production Cloud Pak for Data Platform Installation and
Configuration service.
Activity Set
Description
Quantity
0
IBM Expert Labs Advise/Assess - D06ZEZX
1
1
IBM Expert Labs Install Cloud Pak for Data
D06W8ZX
2
2
IBM Expert Labs Manta Jumpstart # D05WRZX
1
a.
Activity Set 0 – High Level Architecture Review
The purpose of this activity is to perform the Architecture Review for the OpenShift and Cloud Pak for Data
platform.
IBM will:
Architecture Review & Recommendation
a.
Review the use case implementation/architecture.
b.
Check the customer environment and CP4D components installed
c.
Recommend on any Architecture changes
DTMB will
:
a.
Confirm all prerequisites have been met; and
b.
Provide necessary resources as needed to support or troubleshoot hardware,
connectivity, or other technical issues.
Michigan.gov/MiProcurement
STATEMENT OF WORK -
IT CHANGE NOTICE
Version 2 (3/2021)
2
Items to be delivered
:
Architecture Review & Recommendation
Report
Completion Criteria:
This activity will be considered complete when IBM has delivered the Architecture
Review & Recommendations.
b.
c.
Activity Set 1 – Cloud Pak for Data Installation
In this project IBM will provide a one-time, remotely delivered service to install a single instance of an IBM
Platform consisting of Red Hat OpenShift and one or more IBM Software product(s). (the “Solution”) for
DTMB (the “Project”).
Estimated Schedule
IBM will perform the following activities over the course of a 2-week period with a scheduled start date
mutually agreed upon by both IBM and Client.
d.
Work Activities
1.1.
Project Kickoff
a. Review activities of the project, deliverables, timeline, roles and responsibilities.
b. Understand goals of project, technical/business requirements, expected outcomes, success
criteria etc.
c. Remote Assessment to review prerequisites necessary to deploy the Solution in preparation for
the installation.
d. Set expectations on timeline, establish communications mechanism for engagement, and
e. Prepare the Client for remote engagement.
1.2.
Onboarding
This task covers onboarding to the customer environment
Installation of VPN Client.
Michigan.gov/MiProcurement
STATEMENT OF WORK -
IT CHANGE NOTICE
Version 2 (3/2021)
3
Making and troubleshooting VPN or Citrix connections.
Accessing and troubleshoots remote Desktops.
1.3.
Perform discovery
a. Initial discovery of the customer requirements and environment.
b. Identify if the environment is air-gapped.
c. Identify which products will be installed – OpenShift, Storage, CP4D, Cartridges/Services.
d. Identify which infrastructure will the products be installed and how to put into place.
1.4.
Understand Customer ToolChain and Standards
a. Time taken to understand a customer’s toolchain required to implement the infrastructure,
especially for cloud-based.
b. Identify tagging/labeling requirements customer may have.
1.5.
Perform Installation
a. Installation and validation of OpenShift on the provisioned infrastructure.
b. Installation and validation of Cloud Pak for Data on the provisioned infrastructure.
1.6.
Implement Integrations & Conduct Testing
a. Develop customized runbooks for the implementation.
b. Implement post-installation configurations and integrations for OpenShift, Storage and CP4D.
c. Perform functional testing of the platform to ensure that the installation has been completed
successfully.
d. Document the tests to be performed and the results.
1.7.
Security Setup
a. Conduct initial Cloud Pak for Data security setup.
b. Setup Roles, Groups, Users and integration with customer LDAP.
c. Identify Service instance owners within CP4D.
d. Setup service instance privilege model.
Michigan.gov/MiProcurement
STATEMENT OF WORK -
IT CHANGE NOTICE
Version 2 (3/2021)
4
1.8.
Operational Handover and Closing
e. Operational workshop to introduce DTMB to the platform and understand the process for
installation and basic operation.
f.
Review final deliverables and handover platform.
g.
Activity Set 2 – Manta Jumpstart
In this project IBM will provide a one-time, remotely delivered service to kick start DTMB’s implementation
around an initial use case using IBM Manta Data Lineage (the “Solution”) (the “Project”). DTMB will then
have an initial version of the solution that includes a starter set of up to five (5) scanners connections
implemented and hands-on experience and knowledge of how to expand the solution.
Estimated Schedule
IBM will perform the following activities over the course of a three (3) week period with a scheduled start
date mutually agreed upon by both IBM and Client.
h.
Work Activities
2.1.
Conduct Project Kickoff Meeting
IBM will conduct a kick-off meeting on a mutually agreed to date at the commencement of this
consulting service to:
a. Review Client requirements and objectives;
b. Review planned activities, priorities, Client and IBM roles and responsibilities and timelines;
2.2.
Discovery Workshop
IBM will conduct a workshop to formalize the definition of the use case based on Client needs:
a. Provide overview of Manta Data Lineage,
b. Identify use case [Regulatory compliance, Trust in data, Root cause / Impact analysis,
Application Modernization]
c. Identify high value data flows and data sets to use for use case
d. Agree on initial set of scanners & connectors to configure as part of offering scope
Michigan.gov/MiProcurement
STATEMENT OF WORK -
IT CHANGE NOTICE
Version 2 (3/2021)
5
e. Review prerequisites for Manta Software installation and scanner configuration;
f.
Document the findings and prerequisites in a Solution Concept Document
2.3.
Remote Assessment
IBM will host a checkpoint meeting to review client readiness to proceed to Manta Installation.
2.4.
Manta Installation
IBM will perform installation activities to deploy Manta Software to support the solution.
a.
Install a single instance of Manta software on customer provided infrastructure
(1)
Manta Service on existing Cloud Pak for Data cluster with IBM Knowledge Catalog
installed
b.
Configure HTTPS (URL endpoint);
c.
Configure SSO via SAML v2 or LDAP Authentication (for standalone only);
d.
Validate installation; and
e.
Document the deployed Solution in an Installation Document;
2.5.
Configure & Validate Scanner(s)
IBM will configure and validate up to five (5) scanner / connections as agreed upon in the
Discovery Workshop.
2.6.
Lineage Review
IBM will review the technical lineage for up to 3 data pipelines or up to 20 scripts with client SME
and discuss how the lineage can be leveraged to meet use case objectives.
2.7.
Import Metadata into IBM Knowledge Catalog [For Cloud Pak for Data
implementations Only]
IBM will capture and import technical metadata from up to two (2) supported data source systems
into IBM Knowledge Catalog.
2.8.
Operational Workshop
IBM will conduct an Operational workshop to walk through the process for scanner configuration,
validation and basic operation.
Michigan.gov/MiProcurement
STATEMENT OF WORK -
IT CHANGE NOTICE
Version 2 (3/2021)
6
2.9.
Project Closure
IBM will present the final output from the engagement and discuss any next steps.
Pre-Requisites
a. Client requirements are documented and closed on discussion before engagement begins
b. Sizing, scoping and architectural work is completed and documented
c. Dedicated OpenShift Cluster
d. Full internet connectivity
e. Must use
cpd-cli/oc
to install and perform pre-installation tasks
f.
Bastion Host is required to setup and administer the cluster
g. Required infrastructure should be ready to deploy (VMs, DNS, load balancer, Virtual Network,
etc.)
h. If required, image mirroring has been completed prior to start of engagement.
Assumptions
a. All IBM services are delivered remotely;
b. Normal work hours will be 8:30am – 5:00pm, Monday through Friday, in the local time of the
location the work will be performed;
c. IBM may use personnel and resources in locations worldwide and third-party suppliers to support
the delivery of products and services;
d. The scope is limited to a single environment; single use case.
DELIVERABLES:
Deliverables will not be considered complete until the Agency Project Manager has
formally accepted them.
PAYMENT SCHEDULE:
Payment will be made on a deliverable basis. DTMB will pay CONTRACTOR upon
receipt of properly completed invoice(s) which shall be submitted to the billing address
on the State issued purchase order not more often than monthly. DTMB Accounts
Payable area will coordinate obtaining Agency and DTMB Project Manager approvals.
All invoices should reflect actual work completed by payment date and must be
Michigan.gov/MiProcurement
STATEMENT OF WORK -
IT CHANGE NOTICE
Version 2 (3/2021)
7
approved by the Agency and DTMB Project Manager prior to payment. The invoices
shall describe and document to the State’s satisfaction a description of the work
performed, the progress of the project, and fees. When expenses are invoiced, receipts
will need to be provided along with a detailed breakdown of each type of expense.
Payment shall be considered timely if made by DTMB within forty-five (45) days after
receipt of properly completed invoices.
EXPENSES:
The State will NOT pay for any travel expenses, including hotel, mileage, meals,
parking, etc.
LOCATION OF WHERE THE WORK IS TO BE PERFORMED:
Consultants will work at:
Remote
STATE OF MICHIGAN
ENTERPRISE PROCUREMENT
Department of Technology, Management, and Budget
320 S. Walnut Street 2nd Floor Lansing, MI 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
CONTRACT SUMMARY
IBM Software, Maintenance and Support
INITIAL EFFECTIVE DATE
INITIAL EXPIRATION DATE
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
October 1, 2010
November 30, 2017
5 - 12 Months
December 31, 2027
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
MINIMUM DELIVERY REQUIREMENTS
N/A
P-Card
Direct Voucher (PRC)
Other
Yes
No
New Orchard Drive
Armonk NY
Gregory Bruggen
913-424-2901
gjbruggen@us.ibm.com
CV0001848
IBM CORPORATION
CONTRACTOR
Shannon Romein
(517) 898-8102
DTMB
Various
DTMB
romeins@michigan.gov
Contract
Administrator
Program
Manager
STATE
N/A
N/A
Change Notice Number
42
Contract Number
MA071B1300071C
to
DESCRIPTION OF CHANGE NOTICE
OPTION
EXTENSION
LENGTH OF OPTION
LENGTH OF EXTENSION
REVISED EXP. DATE
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$191,970,889.20
$0.00
$191,970,889.20
DESCRIPTION
Effective 2/3/2025 this Contract hereby incorporates the attached Statement of Work for IBM Security
Verify Expert Labs. No funds are needed per Change Notice 40, Amendment 6, "6. Additional Funds".
Total cost of $51,030.00 of the "Additional Funds".
All other terms, conditions, specifications and pricing remain the same. Per contractor and agency
agreement, and DTMB Central Procurement Services approval.
AGENCY
NAME
PHONE
EMAIL
DTMB
Brenda Waier
517-241-0344
WaierB@michigan.gov
DTMB
Lucy Pline
plinel@michigan.gov
DTMB
Reid Sisson
517-241-1638
SissonR@Michigan.gov
DTMB
Stephanie Jeppesen
517-335-6899
JeppesenS@michigan.gov
Program Managers
for
Multi-Agency and Statewide Contracts
CHANGE NOTICE NO. 42 TO CONTRACT NO. MA071B1300071C
International Business Machines Corporation
International Business Machines Corporation, 1 North Castle Drive, Armonk, NY
10504
IBM Quotation
Quotation Information
Number:
21321521
Effective Date:
07-Nov-2024
Expiration Date:
31-Jan-2025
Customer Information
Attn:
Reid Sisson
State of Michigan, Dept of IT
Agency Services
Cass Bldg 2nd floor-South
320 S. Walnut
LANSING MI 48933-2014
Sales Representative
IBM Contact:
Brian O'Sullivan
E-mail Address:
brian.osullivan@us.ibm.com
IBM Site Number:
7020883
IBM Customer Number:
5807125
IBM Agreement Number:
9422
Summary
Current Transaction:
As a Service
51,030.00
Estimated Tax
0.00
Total
51,030.00 USD
Current Transaction
As a Service
51,030.00 USD
IBM Sec Verify Expert Labs Assist Mon Sub Non-SaaS ENGMNT 20 Hrs Per M
IBM Security Verify Expert Labs - Assist Monthly Subscription Non-SaaS Engagement - 20
Hours Per Month
Subscription Part#:
D0DKUZX
Billing:
Upfront
Unit Price:
51,030.00
Subscription Length:
6 Months
Renewal Type:
Expires at end of Subscription
Line Item
Quantity
Month
Subscription Rate
Line Item Price
1
1
1-6
51,030.00
51,030.00
Subtotal
51,030.00 USD
Notes
Applicable tax will be recalculated at the time of order processing.
IBM acceptance of the order is subject to credit approval.
Upon placing your order, please supply a Purchase Order or, if not PO driven, a signed Firm Order Letter. The Purchase
Order value must cover the Total Commit Value of the transaction.
Page 2 of 3
STATE OF MICHIGAN
ENTERPRISE PROCUREMENT
Department of Technology, Management, and Budget
320 S. Walnut Street 2nd Floor Lansing, MI 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
CONTRACT SUMMARY
IBM Software, Maintenance and Support
INITIAL EFFECTIVE DATE
INITIAL EXPIRATION DATE
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
October 1, 2010
November 30, 2017
5 - 12 Months
December 31, 2027
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
MINIMUM DELIVERY REQUIREMENTS
N/A
P-Card
Direct Voucher (PRC)
Other
Yes
No
New Orchard Drive
Armonk NY 10504-1722
Gregory Bruggen
9134242901
gjbruggen@us.ibm.com
CV0001848
IBM CORPORATION
CONTRACTOR
Shannon Romein
517-898-8102
DTMB
Various
DTMB
Romeins@michigan.gov
Contract
Administrator
Program
Manager
STATE
N/A
N/A
Change Notice Number
41
Contract Number
MA071B1300071C
to
DESCRIPTION OF CHANGE NOTICE
OPTION
EXTENSION
LENGTH OF OPTION
LENGTH OF EXTENSION
REVISED EXP. DATE
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$191,970,889.20
$0.00
$191,970,889.20
DESCRIPTION
Effective 1/13/2025 this Contract hereby incorporates the attached Statement of Work for IBM Expert
Labs Engineering Consulting. No funds are needed per Change Notice 25, Amendment 2, "4.
Additional Funds". Total cost of $9,000.00 of the "Additional Funds".
All other terms, conditions, specifications and pricing remain the same. Per contractor and agency
agreement, and DTMB Central Procurement Services approval.
AGENCY
NAME
PHONE
EMAIL
DTMB
Reid Sisson
517-241-1638
SissonR@Michigan.gov
DTMB
Stephanie Jeppesen
517-335-6899
JeppesenS@michigan.gov
DTMB
Brenda Waier
517-241-0344
WaierB@michigan.gov
DTMB
Lucy Pline
plinel@michigan.gov
Program Managers
for
Multi-Agency and Statewide Contracts
CHANGE NOTICE NO. 41 TO CONTRACT NO. MA071B1300071C
International Business Machines Corporation
International Business Machines Corporation, 1 North Castle Drive, Armonk, NY
10504
IBM Quotation
Quotation Information
Number:
21360727
Effective Date:
20-Dec-2024
Expiration Date:
31-Jan-2025
Customer Information
Attn:
Reid Sisson
State of Michigan, Dept of IT
Agency Services
Cass Bldg 2nd floor-South
320 S. Walnut
LANSING MI 48933-2014
Sales Representative
IBM Contact:
Brian O'Sullivan
E-mail Address:
brian.osullivan@us.ibm.com
IBM Site Number:
7020883
IBM Customer Number:
5807125
IBM Agreement Number:
9422
Summary
Current Transaction:
As a Service
9,000.00
Estimated Tax
0.00
Total
9,000.00 USD
Current Transaction
As a Service
9,000.00 USD
IBM Expert Labs Engineering One Day Consul N RDSEngagement
IBM Expert Labs Engineering One Day Consulting - Non-SaaS Engagement Remotely
Delivered SW Services
Part#:
D06YDZX
Billing:
Upfront
Unit Price:
3,000.00 Per Use
Line Item
Quantity
Line Item Price
1
3
9,000.00
Notes
Applicable tax will be recalculated at the time of order processing.
IBM acceptance of the order is subject to credit approval.
Upon placing your order, please supply a Purchase Order or, if not PO driven, a signed Firm Order Letter. The Purchase
Order value must cover the Total Commit Value of the transaction.
Page 2 of 3
STATE OF MICHIGAN
ENTERPRISE PROCUREMENT
Department of Technology, Management, and Budget
320 S. Walnut Street 2nd Floor Lansing, MI 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
CONTRACT SUMMARY
IBM Software, Maintenance and Support
INITIAL EFFECTIVE DATE
INITIAL EXPIRATION DATE
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
October 1, 2010
November 30, 2017
5 - 12 Months
December 31, 2024
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
MINIMUM DELIVERY REQUIREMENTS
N/A
P-Card
Direct Voucher (PRC)
Other
Yes
No
CV0001848
IBM CORPORATION
CONTRACTOR
Shannon Romein
(517) 898-8102
DTMB
romeins@michigan.gov
Contract
Administrator
Program
Manager
STATE
N/A
N/A
Change Notice Number
40
Contract Number
MA071B1300071C
to
DESCRIPTION OF CHANGE NOTICE
OPTION
EXTENSION
LENGTH OF OPTION
LENGTH OF EXTENSION
REVISED EXP. DATE
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
0 Months
3 Years
December 31, 2027
$154,970,889.20
$37,000,000.00
$191,970,889.20
DESCRIPTION
Effective 1/1/2025, this contract is extended via Chapter 5.7.6 Useful Life Extension for 3 years, making
the new expiration date 12/31/2027. Additionally, the following amendment is incorporated into this
Contract per the attached, Amendment 6 to the June 2019 Ordering Document to the Software and
Services Special Option. This Contract is also increased by $37,000,000.00 for Statewide use through
the revised expiration date.
All other terms, conditions, specifications, and pricing remain the same. Per contractor and agency
agreement, DTMB Procurement approval, and State Administrative Board approval on 12/3/2024.
New Orchard Drive
Armonk NY 10504-1722
Gregory Bruggen
913-424-2901
gjbruggen@us.ibm.com
Various - Primary
Reid Sisson
(517)
517) 241-1638
SissonR@Michigan.gov
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 1 of 23
This Amendment #6 to the June 2019 Ordering Document (“Amendment #6”) is effective when signed by
all parties and provides special options with respect to the terms of the Software and Services Special
Option (the “SSSO”), which is contained within Contract No. 071B1300071 (collectively the “Agreement”),
dated as of September 29, 2010, and any changes thereto agreed to in writing prior to the execution of
this Ordering Document. Capitalized terms used in this Amendment #6, the definitions which are not
found in this Ordering Document, are defined in the Agreement.
1. Contract Term
This Amendment #6 starts on
December 31, 2024
(the “
Amendment #6
Start Date
”) and remains in
effect up to and including
December 31, 2027
(the “
Amendment #6 End Date
”), unless earlier
terminated as provided herein.
2. Eligible Programs
The Programs that qualify for the terms of this Amendment #6 (“Eligible Programs”) may only be
acquired directly from IBM and are as follows:
Products included in Schedule A6 - Products List, including any applicable Attachments, which is
attached to and made part of this Amendment #6 are comprised of the following:
i.
Products and Programs;
ii.
IBM Subscription and Support (S&S) renewals for previously acquired Programs and
Appliances,
iii.
Appliances and associated maintenance and S&S set forth in Attachment 1; and
iv.
Subscription License Programs
Included in the Charges are charges for any appliable S&S and Subscriptions with coverage up to
December 31, 2027 unless otherwise specified in the Schedule A6 – Products List.
Appliances and the associated Maintenance and Subscription and Support acquired under this
Agreement are listed on Attachment 1 - the Supplement for Purchase of IBM Appliances and Appliance
Services (“Appliance Supplement”), and has coverage period up to and including December 31, 2027.
Appliances are subject to the terms and conditions of the IPAA, the Appliance Supplement, and this
Agreement.
Client is acquiring the Trade-ups identified in Schedule A6 Table 2 - Trade-up Programs. Within 90
days of the Start Date Client will: (1) install the Trade-up Programs specified in Schedule A6 Table 2;
(2) terminate use of the programs on Schedule A Table 9 - IBM Program Licenses to be Traded Up
(the “Existing Programs”) when Client installs the replacement Programs; and (3) promptly destroy all
copies of the Existing Programs.
3. Subscription and Support and Subscription Licenses
Section 5 of the June 2019 Ordering Document, signed 6/28/19 and as amended in Amendment 2
signed 12/20/2021 is deleted in its entirety and replaced with the following:
IBM S&S and Subscription Licenses Programs (“SSSLP”) under Schedule A6
Provided (i) Client’s subscription coverage has not lapsed; (ii) SSSLP is made generally available for
the Listed Program(s) (e.g., SSSLP has not been withdrawn), (iii) Client renews SSSLP for all quantities
of all Programs on Schedule A6 Tables 1,2,3,4,5,6 and 7, and iv) SSSLP is ordered direct from IBM,
Client shall be entitled to receive prices not to exceed those listed below for acquisitions of SSSLP for
all the quantities of Listed Programs on Schedule A6. SSSLP must be ordered directly from IBM for the
Coverage Period[s] and at price[s] not to exceed those shown in the table below by providing written
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 2 of 23
authorization to IBM (e.g., order form, order letter, purchase order) at least thirty (30) days prior to the
beginning of the S&S Coverage Period.
Coverage Period
Not to Exceed Price
January 1, 2028 to December 31, 2028
USD $11,824,630.00
January 1, 2029 to December 31, 2029
USD $12,652,354.00
Prices are based on the IBM prices available in the country in which Client acquired the Programs
4. Subscription License Programs
IPAA Subscription License programs “Subscription Programs” are IBM programs that Client has the
right to use and receive IBM S&S for a specified committed term (the “Subscription Term”) as listed
on Schedule A6 Table 6 - New IPAA Subscription License Programs. Subscription Programs cannot
be terminated by Client during the Subscription Term. Upon completion of the Subscription Term,
Client’s right to use Subscription Programs ends.
Subscription License programs cannot be terminated by Client during the Subscription Upgrade
Term, except in the event of a non-appropriation.
Client has selected the “terminate” renewal option for the Subscription Programs. IBM will terminate
the expiring Subscription Programs at the end of the Subscription Term. Client may change their
selected renewal option by giving IBM notice in writing at least 30 days before the end of the
Subscription Term.
IBM may withdraw a Subscription Program at any time. For Clients whose Subscription Term extends
past the withdrawal date, Client retains the right to use Subscription Programs at the quantity Client
licensed before the withdrawal date. IBM will continue to provide support until the end of the
Subscription Term or work with the Client to establish an alternative solution.
Client may not use bundled programs or Subscription Programs acquired as part of this Amendment
#6 to replace IBM Program S&S.
4.1 Subscription License Program Upgrades
Client has acquired an upgrade from qualifying IBM Program license entitlements identified on
Schedule A6 - Table 8 - Qualifying Program Entitlements (“Qualifying Program Entitlements”)
with active IBM S&S to a Subscription License Upgrade program (a “Subscription Upgrade”), as listed
on
Schedule A6 - Table 7 Subscription License Upgrade Programs
for a specified committed
term (the
“Subscription Upgrade Term”
).
Client may use the Qualifying Program Entitlements and the Subscription Upgrades in any
deployment combination up to the total number of entitlements purchased for the Subscription
Upgrades.
Subscription Upgrade programs cannot be terminated by Client during the Subscription Upgrade
Term, except in the event of a non-appropriation.
If Client selects to not renew the Subscription Upgrades Client may continue to use the Qualifying
Program Entitlements at the Program version level at the end of the Subscription Upgrade Term. If
Client elects to resume IBM Software Subscription and Support for the Qualifying Program
Entitlements, Client must acquire it, at then current prices.
IBM may withdraw a Subscription License Upgrade Program at any time. For Clients whose
Subscription Upgrade Term extends past the withdrawal date, Client retains the right to use
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 3 of 23
Subscription License Upgrade Programs at the quantity Client licensed before the withdrawal date.
IBM will continue to provide support until the end of the Subscription Upgrade Term or work with the
Client to establish an alternative solution.
Except for Subscription Upgrades acquired as part of this Amendment #6, Client may not use
acquired bundled programs or Subscription Licenses to replace IBM Program S&S.
5. Provisions for Cross Brand Allotment
Section 3 of Amendment 2, signed 12/20/2021 is deleted in its entirety and replaced with the following:
CBA Credits
5.1
CBA Credit for S&S Not Renewed
Provided Client meets the requirements set forth in this subsection, Client may choose not to renew
S&S coverage on each S&S Anniversary for quantities of Listed Software Products specified by Client
that are marked as ‘S&S ON PREVIOUSLY ACQUIRED IPAA OR IPLA PROGRAMS’ on Schedule
A6 (“S&S Programs”) in exchange for a credit as set forth below; if Client does not satisfy such
requirements, Client is not eligible to downturn its S&S. Any credit made available to Client under this
subsection of the Agreement may only be used for obligations occurring after the date the credit is
offered and in accordance with the Provision for Cross Brand Allotment section in Amendment to June
2019 Ordering Document to the Software and Services Special Option and the Associated
Documents. If Client downturns S&S on a Program and, at a later date Client wishes to resume S&S
for that Program, Client may do so in accordance with the applicable Associated Documents.
5.2
CBA S&S Credit
“CBA S&S Credit”
shall mean a credit to be applied towards Client’s CBA, which CBA S&S Credit
shall not exceed USD $500,000 during the term of this Ordering Document Amendment #6.
The value of the CBA S&S Credit in an S&S Amendment is calculated by multiplying: 1) the S&S
Reference Price set forth in Schedule A6 Tables 4 and 5 for each Program by 2) the quantities of
Programs for which Client requests not to renew S&S coverage and then, 3) adding each such
Program S&S downturn dollar value together for an aggregate amount that shall be the CBA S&S
Credit amount.
5.3
Additional Requirements
A. CBA S&S Credit values are maximum values within in any 12-month S&S renewal period; and
B. At least 90 days prior to the S&S Anniversary date, Client must provide a written report to IBM,
which report includes the following information:
i. the types and quantities of the S&S Program(s) on Schedule A6 Tables 4 and 5 Client elects
not to renew;
ii. if Client requests to renew S&S for a lesser quantity of IBM Program uses and installations than
the expiring quantity, Client must provide system generated documentation that verifies current
IBM Program usage and installation, administrative console outputs, sufficient to determine the
factual and analytical basis of such documentation and its conclusion.
5.4
S&S Amendment
CBA S&S Credits Purchases will be provided under an amendment to this Agreement (the “S&S
Amendment”). The S&S Amendment will include, where applicable:
1. the S&S End Date adjustments for all eligible S&S Products no longer renewed;
2. a restating of the CBA Availability table; and
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 4 of 23
3. a restating of the remaining CBA S&S Credit.
6. Additional Funds
Section 4 of Amendment 2, signed 12/20/2021 is deleted in its entirety and replaced with the following:
Starting on the dates indicated in the below table, as part of this Ordering Document Amendment #6
Client is entitled to obtain up to the amounts indicated in the below table for IBM Program-related
Services (“Eligible Services” collectively, “the Eligible Services Credit”) performed directly by IBM
Software Lab Services, at no additional charge. An amount of $51,030.00 is designated for IBM
Security Verify Expert Labs as identified in the table below.
Availability Date
Designated Funds
Amount
General Funds
Amount
Total Funds Amount
January 1, 2025
USD $51,030.00
USD $48,970.00
USD $100,000.00
January 1, 2026
USD $0.00
USD $100,000.00
USD $100,000.00
January 1, 2027
USD $0.00
USD $100,000.00
USD $100,000.00
Eligible Services will be provided pursuant to a Statement of Work agreed to by the parties and
issued under an IBM Customer Agreement or any equivalent agreement in effect between us. Any
such Eligible Services Credit must be used prior to the earlier of December 31, 2027 or the
termination of this Agreement. Standard IBM rates shall apply for such Services, provided such
agreed prices are within IBM’s then-current established standalone selling prices for such services.
The Eligible Services Credit cannot be transferable into cash or other option. Upon expiration, the
Eligible Services Credit will be forfeited.
Eligible Services Credit may not be used for travel and living expenses.
7. Charges
Section 7. Charges of Ordering Document Amendment #5 is deleted in its entirety and replaced with the
following.
The Ordering Document Amendment #6 Charges listed in the following table will be invoiced to the
State of Michigan and are due on or before the following dates and payable in accordance with the
Agreement:
Due Date
Amount Due
December 31, 2024
USD $14,993,627.00
December 31, 2025
USD $9,791,970.00
December 31, 2026
USD $9,751,510.00
Total
USD $34,537,108.00
Included in the Total Charges for the Listed Programs are charges for any applicable S&S for the
Listed Programs and such S&S has a coverage period as stated Schedule A6.
8. Payment
Section 8. Payment of Ordering Document Amendment #5, is deleted and replaced in its entirety with the
following:
Unless otherwise agreed to by the State in writing, the State will issue a written Purchase Order to order
any products, services, or deliverables under this Agreement.
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 5 of 23
Notwithstanding the foregoing sentence, undisputed invoices will be due and payable by the State, in
accordance with the State’s Prompt Payment Act as specified in 1984 PA 279, MCL 17.51 et seq., within
45 days after receipt,
provided the State determines that the invoice was properly rendered. The State is exempt from State
sales tax for direct purchases and may be exempt from federal excise tax, if products, services, and
deliverables purchased under this Agreement are for the State’s exclusive use.
.
The State has provided IBM its tax-exempt certificate.
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 6 of 23
Schedule A6 – Products List
Table 1
– New IPAA Programs
License
Part
Number
S&S Part
Number
Product Description
Quantity
S&S
Start
Date
S&S
End
Date
D0A5EZX
E0A5DZX
MANTA Automated Data Lineage for IBM Cloud Pak for Data Resource Unit LIC +
SW S&S 12 MO
1
12/31/24
12/31/27
D1L3HLL
E0MCWLL
IBM Transformation Extender Processor Value Unit (PVU) SW Subscription &
Support Reinstatement 12 Months
200
12/31/24
12/31/27
D1L3PLL
E0MCYLL
IBM Transformation Extender for Non Production Processor Value Unit (PVU)
License + SW Subscription & Support 12 Months
200
12/31/24
12/31/27
Table 2
– IPAA Trade-Up Programs
License
Part
Number
S&S Part
Number
Product Description
Quantity
S&S
Start
Date
S&S
End
Date
D0AE2ZX
E0AE3ZX
IBM Security QRadar Suite Software 100 Resource Unit Trade Up from Eligible
Program Trade Up License + Subscription & Support 12 Months
2,192
12/31/24
12/31/27
D036HZX
E036JZX
IBM Information Server Modernization Non-Production Virtual Processor Core from
InfoSphere Information Server Enterprise Edition Non-Production 70 Processor
Value Unit Trade Up License + SW Subscription & Support 12 Months
20
12/31/24
12/31/27
D0363ZX
E0365ZX
IBM Information Server Modernization Virtual Processor Core from Information
Server Enterprise Edition 70 Processor Value Unit Trade Up License + SW
Subscription & Support 12 Months
12
12/31/24
12/31/27
D0M8RZX
E0LSBZX
IBM Cloud Pak for Applications Advanced Virtual Processor Core Trade Up from
eligible WebSphere Point Programs License + SW Subscription & Support 12
Months
980
12/31/24
12/31/27
D0M8QZX
E0QB6LL
IBM Cloud Pak for Applications Standard Virtual Processor Core Trade Up from
WSHE Programs License + SW Subscription & Support 12 Months
237
12/31/24
12/31/27
Table 3
– New IPAA Appliances
License
Part
Number
S&S Part
Number
Product Description
Quantity
S&S
Start
Date
S&S
End
Date
D0DI2ZX
E0DI3ZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Initial Appliance Hard Drive
Retention Service Upgrade 12 Months
38
12/31/24
12/31/27
D0DI0ZX
E0DI1ZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Initial Appliance Business
Critical Service Upgrade 12 Months
38
12/31/24
12/31/27
D0DHYZX
E0DHXZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Appliance + Subscription
and Support 12 Months
38
12/31/24
12/31/27
D0DGCZX
E0DGDZX
IBM QRadar Core Appliance XX48 G3 Appliance Install Initial Appliance Hard Drive
Retention Service Upgrade 12 Months
12
12/31/24
12/31/27
D0DG0ZX
E0DG1ZX
IBM QRadar Core Appliance XX48 G3 Appliance Install Initial Appliance Business
Critical Service Upgrade 12 Months
12
12/31/24
12/31/27
D0DFYZX
E0DFXZX
IBM QRadar Core Appliance XX48 G3 Appliance Install Appliance + Subscription
and Support 12 Months
12
12/31/24
12/31/27
D0DJ2ZX
E0DJ3ZX
IBM QRadar Event QFlow Collector Appliance 1501 1201 G5 Appliance Install Initial
Appliance Hard Drive Retention Service Upgrade 12 Months
6
12/31/24
12/31/27
D0DJ0ZX
E0DJ1ZX
IBM QRadar Event QFlow Collector Appliance 1501 1201 G5 Appliance Install Initial
Appliance Business Critical Service Upgrade 12 Months
6
12/31/24
12/31/27
D0DIYZX
E0DIXZX
IBM QRadar Event QFlow Collector Appliance 1501 1201 G5 Appliance Install
Appliance + Subscription and Support 12 Months
6
12/31/24
12/31/27
D0DJ9ZX
E0DJAZX
IBM QRadar Network Insights Appliance 1920 G3 Appliance Install Initial Appliance
Hard Drive Retention Service Upgrade 12 Months
3
12/31/24
12/31/27
D0DJ7ZX
E0DJ8ZX
IBM QRadar Network Insights Appliance 1920 G3 Appliance Install Initial Appliance
Business Critical Service Upgrade 12 Months
3
12/31/24
12/31/27
D0DJ5ZX
E0DJ4ZX
IBM QRadar Network Insights Appliance 1920 G3 Appliance Install Appliance +
Subscription and Support 12 Months
3
12/31/24
12/31/27
D0DI9ZX
E0DIAZX
IBM QRadar Network Insights Appliance 1940 G2 Appliance Install Initial Appliance
Hard Drive Retention Service Upgrade 12 Months
3
12/31/24
12/31/27
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 7 of 23
D0DI7ZX
E0DI8ZX
IBM QRadar Network Insights Appliance 1940 G2 Appliance Install Initial Appliance
Business Critical Service Upgrade 12 Months
3
12/31/24
12/31/27
D0DI5ZX
E0DI4ZX
IBM QRadar Network Insights Appliance 1940 G2 Appliance Install Appliance +
Subscription and Support 12 Months
3
12/31/24
12/31/27
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 8 of 23
Table 4
– S&S On Previously Acquired IPAA Programs
PA Site
Number
S&S Part
Number
Product Description
Quantity
S&S
Start Date
S&S
End Date
S&S Unit
Reference
Price
3211096
E09PVLL
IBM SPSS Advanced Statistics Authorized User Annual SW
Subscription & Support Renewal
3
12/31/24
12/31/27
246.74
3211096
E09NNLL
IBM SPSS Statistics Base Authorized User Annual SW Subscription
& Support Renewal
1
12/31/24
12/31/27
448.32
3211096
E09PPLL
IBM SPSS Complex Samples Authorized User Annual SW
Subscription & Support Renewal
4
12/31/24
12/31/27
246.74
3211096
E09Q7LL
IBM SPSS Forecasting Authorized User Annual SW Subscription &
Support Renewal
3
12/31/24
12/31/27
246.74
3211096
E09PKLL
IBM SPSS Regression Authorized User Annual SW Subscription &
Support Renewal
3
12/31/24
12/31/27
246.74
3212901
E09PULL
IBM SPSS Advanced Statistics Concurrent User Annual SW
Subscription & Support Renewal
1
12/31/24
12/31/27
621.15
3212901
E09PWLL
IBM SPSS Statistics Base Concurrent User Annual SW Subscription
& Support Renewal
9
12/31/24
12/31/27
1,119.58
3212901
E09PSLL
IBM SPSS Bootstrapping Concurrent User Annual SW Subscription
& Support Renewal
1
12/31/24
12/31/27
621.15
3212901
E09PQLL
IBM SPSS Categories Concurrent User Annual SW Subscription &
Support Renewal
1
12/31/24
12/31/27
621.15
3212901
E09PLLL
IBM SPSS Conjoint Concurrent User Annual SW Subscription &
Support Renewal
1
12/31/24
12/31/27
621.15
3212901
E09PYLL
IBM SPSS Custom Tables Concurrent User Annual SW Subscription
& Support Renewal
1
12/31/24
12/31/27
621.15
3212901
E09QBLL
IBM SPSS Decision Trees Concurrent User Annual SW Subscription
& Support Renewal
1
12/31/24
12/31/27
621.15
3212901
E09Q5LL
IBM SPSS Forecasting Concurrent User Annual SW Subscription &
Support Renewal
1
12/31/24
12/31/27
621.15
3212901
E09PJLL
IBM SPSS Regression Concurrent User Annual SW Subscription &
Support Renewal
1
12/31/24
12/31/27
621.15
7020883
E09PULL
IBM SPSS Advanced Statistics Concurrent User Annual SW
Subscription & Support Renewal
3
12/31/24
12/31/27
621.15
7020883
E09QRLL
IBM SPSS Amos Concurrent User Annual SW Subscription &
Support Renewal
4
12/31/24
12/31/27
750.07
7020883
E09Q5LL
IBM SPSS Forecasting Concurrent User Annual SW Subscription &
Support Renewal
5
12/31/24
12/31/27
621.15
7020883
E09PJLL
IBM SPSS Regression Concurrent User Annual SW Subscription &
Support Renewal
5
12/31/24
12/31/27
621.15
7020883
E09PWLL
IBM SPSS Statistics Base Concurrent User Annual SW Subscription
& Support Renewal
9
12/31/24
12/31/27
1,119.58
7020883
E09NXLL
IBM SPSS Statistics Professional Concurrent User Annual SW
Subscription & Support Renewal
1
12/31/24
12/31/27
4,969.19
7020883
E09P1LL
IBM SPSS Statistics Standard Concurrent User Annual SW
Subscription & Support Renewal
25
12/31/24
12/31/27
2,455.64
7020883
E06JILL
IBM Engineering Test Management Contributor Floating User Single
Install Annual SW Subscription & Support Renewal
5
12/31/24
12/31/27
861.75
7020883
E060ILL
IBM Engineering Requirements Management DOORS Next Analyst
Authorized User Single Install license Annual SW Subscription &
Support Renewal
5
12/31/24
12/31/27
820.38
7020883
E0AQ3LL
IBM Engineering Workflow Management Contributor Floating User
Single Install Annual SW Subscription & Support Renewal
15
12/31/24
12/31/27
861.75
7020883
E0AQ5LL
IBM Engineering Workflow Management Developer Floating User
Single Install Annual SW Subscription & Support Renewal
15
12/31/24
12/31/27
1,453.25
7020883
E0AQ0LL
IBM Engineering Workflow Management Developer Authorized User
Single Install Annual SW Subscription & Support Renewal
15
12/31/24
12/31/27
826.59
7020883
E01MJLL
IBM Rational Application Developer for WebSphere Software
Authorized User Annual SW Subscription & Support Renewal
50
12/31/24
12/31/27
908.63
7020883
E0CZDLL
IBM InfoSphere Master Data Management Individual Hub -
Advanced Edition for Non-Financial Services per Resource Value
Unit Annual SW Subscription & Support Renewal
11,183
12/31/24
12/31/27
44.65
7020883
E0DHZLL
IBM InfoSphere Master Data Management Provider Hub - Advanced
Edition Resource Value Unit Annual SW Subscription & Support
Renewal
3,050
12/31/24
12/31/27
135.40
7020883
E0DS8LL
IBM MQ Advanced Message Security Component Processor Value
Unit (PVU) Annual SW Subscription & Support Renewal 12 Months
700
12/31/24
12/31/27
4.93
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 9 of 23
Table 4
– S&S On Previously Acquired IPAA Programs
PA Site
Number
S&S Part
Number
Product Description
Quantity
S&S
Start Date
S&S
End Date
S&S Unit
Reference
Price
7020883
E0256LL
IBM MQ Processor Value Unit (PVU) Annual SW Subscription &
Support Renewal
5,400
12/31/24
12/31/27
14.01
7020883
E0KHULL
IBM DataPower Gateway Virtual Edition Processor Value Unit
Annual Software Subscription & Support Renewal
560
12/31/24
12/31/27
39.09
7020883
E0KHLLL
Application Optimization Module for IBM DataPower Gateway Virtual
Edition Processor Value Unit Annual Software Subscription &
Support Renewal
280
12/31/24
12/31/27
11.04
7020883
E0KHALL
Integration Module for IBM DataPower Gateway Virtual Edition
Processor Value Unit Annual Software Subscription & Support
Renewal
560
12/31/24
12/31/27
13.74
7020883
E06WHLL
IBM Security Verify Identity and Access Assurance User Value Unit
Annual SW Subscription & Support Renewal
30,500
12/31/24
12/31/27
18.59
7020883
E0K30LL
IBM Cognos Analytics Administrator per Authorized User Annual SW
Subscription & Support Renewal
10
12/31/24
12/31/27
2,420.48
7020883
E0K32LL
IBM Cognos Analytics User Authorized User Annual SW
Subscription & Support Renewal
250
12/31/24
12/31/27
216.26
7020883
E039KZX
IBM Master Data Management Cartridge for IBM Cloud Pak for Data
Virtual Processor Core Annual SW Subscription & Support Renewal
12 Months
22
12/31/23
12/31/27
4,588.64
7020883
E039KZX
IBM Master Data Management Cartridge for IBM Cloud Pak for Data
Virtual Processor Core Annual SW Subscription & Support Renewal
12 Months
4
7/1/25
12/31/27
4,588.64
7020883
E0MD7LL
IBM Transformation Extender Pack for Healthcare for Non
Production Processor Value Unit (PVU) Annual SW Subscription &
Support Renewal
200
12/31/24
12/31/27
16.00
7020883
E0MD4LL
IBM Transformation Extender Pack for Healthcare Processor Value
Unit (PVU) Annual SW Subscription & Support Renewal
200
12/31/24
12/31/27
32.06
7020883
E0PPNLL
IBM Watson Explorer Deep Analytics Edition Virtual Processor Core
Annual SW Subscription & Support Renewal 12 Months
4
12/31/23
12/31/24
N/A
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 10 of 23
Table 5
– S&S On Previously Acquired IPAA Appliances
Serial
Number
S&S Part
Number
Product Description
Quantity
S&S
Start
Date
S&S
End Date
S&S Unit
Reference
Price
7800157
E0QRLLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 Appliance
Install Annual Appliance Maintenance + Subscription and Support Renewal
12 Months
1
01/01/25
09/30/25
2,695.19
7800171
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800171
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800171
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800185
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800185
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800185
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800186
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800186
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800186
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800200
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800200
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800200
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800254
E0QR0LL
IBM QRadar Network Insights Appliance 1920 G2 Appliance Install Annual
Appliance Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
11,305.00
7800254
E0R94LL
IBM QRadar Core Appliance xx29 G2 Business Critical Service Upgrade
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
501.51
7800254
E0R95LL
IBM QRadar Core Appliance xx29 G2 HardDrive Retention Service
Upgrade Appliance Install Subsequent Appliance Hard Drive Retention
Service Upgrade 12 Months
1
01/01/25
09/30/25
59.11
7800256
E0QR0LL
IBM QRadar Network Insights Appliance 1920 G2 Appliance Install Annual
Appliance Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
11,305.00
7800256
E0R94LL
IBM QRadar Core Appliance xx29 G2 Business Critical Service Upgrade
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
501.51
7800256
E0R95LL
IBM QRadar Core Appliance xx29 G2 HardDrive Retention Service
Upgrade Appliance Install Subsequent Appliance Hard Drive Retention
Service Upgrade 12 Months
1
01/01/25
09/30/25
59.11
7800257
E0QR9LL
IBM QRadar Core Appliance xx48 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
10,242.51
7800257
E0R92LL
IBM QRadar Core Appliance xx48 G2 Business Critical Service Upgrade
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
411.85
7800257
E0R93LL
IBM QRadar Core Appliance xx48 G2 HardDrive Retention Service
Upgrade Appliance Install Subsequent Appliance Hard Drive Retention
Service Upgrade 12 Months
1
01/01/25
09/30/25
82.45
7800258
E0QR9LL
IBM QRadar Core Appliance xx48 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
10,242.51
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 11 of 23
Table 5
– S&S On Previously Acquired IPAA Appliances
Serial
Number
S&S Part
Number
Product Description
Quantity
S&S
Start
Date
S&S
End Date
S&S Unit
Reference
Price
7800258
E0R92LL
IBM QRadar Core Appliance xx48 G2 Business Critical Service Upgrade
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
411.85
7800258
E0R93LL
IBM QRadar Core Appliance xx48 G2 HardDrive Retention Service
Upgrade Appliance Install Subsequent Appliance Hard Drive Retention
Service Upgrade 12 Months
1
01/01/25
09/30/25
82.45
7800259
E0QR9LL
IBM QRadar Core Appliance xx48 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
10,242.51
7800259
E0R92LL
IBM QRadar Core Appliance xx48 G2 Business Critical Service Upgrade
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
411.85
7800259
E0R93LL
IBM QRadar Core Appliance xx48 G2 HardDrive Retention Service
Upgrade Appliance Install Subsequent Appliance Hard Drive Retention
Service Upgrade 12 Months
1
01/01/25
09/30/25
82.45
7800261
E0QR9LL
IBM QRadar Core Appliance xx48 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
10,242.51
7800261
E0R92LL
IBM QRadar Core Appliance xx48 G2 Business Critical Service Upgrade
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
411.85
7800261
E0R93LL
IBM QRadar Core Appliance xx48 G2 HardDrive Retention Service
Upgrade Appliance Install Subsequent Appliance Hard Drive Retention
Service Upgrade 12 Months
1
01/01/25
09/30/25
82.45
7800274
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800274
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800274
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800276
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800276
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800276
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800277
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800277
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800277
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800280
E0QRLLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 Appliance
Install Annual Appliance Maintenance + Subscription and Support Renewal
12 Months
1
01/01/25
09/30/25
2,312.00
7800294
E0R8WLL
IBM QRadar Network Insights Appliance 1920 G2 BCSU Appliance Install
Subsequent Appliance Business Critical Service Upgrade 12 Months
1
01/01/25
09/30/25
1,708.51
7800294
E0R8WLL
IBM QRadar Network Insights Appliance 1920 G2 BCSU Appliance Install
Subsequent Appliance Business Critical Service Upgrade 12 Months
1
01/01/25
09/30/25
1,708.51
7800294
E0R8XLL
IBM QRadar Network Insights Appliance 1920 G2 HD RSU Appliance
Install Subsequent Appliance Hard Drive Retention Service Upgrade 12
Months
1
01/01/25
09/30/25
29.41
7800294
E0R8XLL
IBM QRadar Network Insights Appliance 1920 G2 HD RSU Appliance
Install Subsequent Appliance Hard Drive Retention Service Upgrade 12
Months
1
01/01/25
09/30/25
29.41
7800296
E0R8WLL
IBM QRadar Network Insights Appliance 1920 G2 BCSU Appliance Install
Subsequent Appliance Business Critical Service Upgrade 12 Months
1
01/01/25
09/30/25
1,708.51
7800296
E0R8WLL
IBM QRadar Network Insights Appliance 1920 G2 BCSU Appliance Install
Subsequent Appliance Business Critical Service Upgrade 12 Months
1
01/01/25
09/30/25
1,708.51
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 12 of 23
Table 5
– S&S On Previously Acquired IPAA Appliances
Serial
Number
S&S Part
Number
Product Description
Quantity
S&S
Start
Date
S&S
End Date
S&S Unit
Reference
Price
7800296
E0R8XLL
IBM QRadar Network Insights Appliance 1920 G2 HD RSU Appliance
Install Subsequent Appliance Hard Drive Retention Service Upgrade 12
Months
1
01/01/25
09/30/25
29.41
7800296
E0R8XLL
IBM QRadar Network Insights Appliance 1920 G2 HD RSU Appliance
Install Subsequent Appliance Hard Drive Retention Service Upgrade 12
Months
1
01/01/25
09/30/25
29.41
7800297
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800297
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800297
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800298
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800298
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800298
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800299
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800299
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800299
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800301
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800301
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800301
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800302
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800302
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800302
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800303
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800303
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800303
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800304
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800304
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800304
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 13 of 23
Table 5
– S&S On Previously Acquired IPAA Appliances
Serial
Number
S&S Part
Number
Product Description
Quantity
S&S
Start
Date
S&S
End Date
S&S Unit
Reference
Price
7800306
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800306
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800306
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800307
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800307
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800307
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800308
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800308
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800308
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800310
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800310
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800310
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800311
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800311
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800311
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800313
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800313
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800313
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800315
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800315
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800315
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800316
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800316
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 14 of 23
Table 5
– S&S On Previously Acquired IPAA Appliances
Serial
Number
S&S Part
Number
Product Description
Quantity
S&S
Start
Date
S&S
End Date
S&S Unit
Reference
Price
7800316
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800318
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800318
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800318
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800319
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800319
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800319
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800320
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800320
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800320
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800321
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800321
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800321
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800324
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800324
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800324
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800325
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800325
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800325
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800327
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800327
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800327
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800328
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 15 of 23
Table 5
– S&S On Previously Acquired IPAA Appliances
Serial
Number
S&S Part
Number
Product Description
Quantity
S&S
Start
Date
S&S
End Date
S&S Unit
Reference
Price
7800328
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800328
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800329
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800329
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800329
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800330
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800330
E0QRLLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 Appliance
Install Annual Appliance Maintenance + Subscription and Support Renewal
12 Months
1
01/01/25
09/30/25
2,312.00
7800330
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800330
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7800351
E0QRCLL
IBM QRadar Core Appliance xx29 G2 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
09/30/25
8,117.51
7800351
E0QRLLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 Appliance
Install Annual Appliance Maintenance + Subscription and Support Renewal
12 Months
1
01/01/25
09/30/25
2,312.00
7800351
E0R9ALL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 BCSU
Appliance Install Subsequent Appliance Business Critical Service Upgrade
12 Months
1
01/01/25
09/30/25
294.11
7800351
E0R9BLL
IBM QRadar Event/QFlow Collector Appliance 1501/1201 G4 HD RSU
Appliance Install Subsequent Appliance Hard Drive Retention Service
Upgrade 12 Months
1
01/01/25
09/30/25
29.41
7803499
E0QRVLL
IBM QRadar Network Insights Appliance 1940 Appliance Install Annual
Appliance Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
12/31/26
12,232.28
7803499
E0R82LL
IBM QRadar Network Insights Appliance 1940 BCSU Appliance Install
Subsequent Appliance Business Critical Service Upgrade 12 Months
1
01/01/25
12/31/26
1,560.00
7803499
E0R83LL
IBM QRadar Network Insights Appliance 1940 HD RSU Appliance Install
Subsequent Appliance Hard Drive Retention Service Upgrade 12 Months
1
01/01/25
12/31/26
29.41
7803505
E0QRVLL
IBM QRadar Network Insights Appliance 1940 Appliance Install Annual
Appliance Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
12/31/26
11,730.00
7803505
E0R82LL
IBM QRadar Network Insights Appliance 1940 BCSU Appliance Install
Subsequent Appliance Business Critical Service Upgrade 12 Months
1
01/01/25
12/31/26
1,560.00
7803505
E0R83LL
IBM QRadar Network Insights Appliance 1940 HD RSU Appliance Install
Subsequent Appliance Hard Drive Retention Service Upgrade 12 Months
1
01/01/25
12/31/26
29.41
7803506
E0QRVLL
IBM QRadar Network Insights Appliance 1940 Appliance Install Annual
Appliance Maintenance + Subscription and Support Renewal 12 Months
1
01/01/25
12/31/26
11,730.00
7803506
E0R82LL
IBM QRadar Network Insights Appliance 1940 BCSU Appliance Install
Subsequent Appliance Business Critical Service Upgrade 12 Months
1
01/01/25
12/31/26
1,560.00
7803506
E0R83LL
IBM QRadar Network Insights Appliance 1940 HD RSU Appliance Install
Subsequent Appliance Hard Drive Retention Service Upgrade 12 Months
1
01/01/25
12/31/26
29.41
7801570
E0DHXZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
05/22/25
12/31/27
14,039.68
7801570
E0DI1ZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Subsequent
Appliance Business Critical Service Upgrade 12 Months
1
05/22/25
12/31/27
501.50
7801570
E0DI3ZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Subsequent
Appliance Hard Drive Retention Service Upgrade 12 Months
1
05/22/25
12/31/27
59.50
7801581
E0DHXZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
05/22/25
12/31/27
14,039.68
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 16 of 23
Table 5
– S&S On Previously Acquired IPAA Appliances
Serial
Number
S&S Part
Number
Product Description
Quantity
S&S
Start
Date
S&S
End Date
S&S Unit
Reference
Price
7801581
E0DI1ZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Subsequent
Appliance Business Critical Service Upgrade 12 Months
1
05/22/25
12/31/27
501.50
7801581
E0DI3ZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Subsequent
Appliance Hard Drive Retention Service Upgrade 12 Months
1
05/22/25
12/31/27
59.50
7801585
E0DHXZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
05/22/25
12/31/27
14,039.68
7801585
E0DI1ZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Subsequent
Appliance Business Critical Service Upgrade 12 Months
1
05/22/25
12/31/27
501.50
7801585
E0DI3ZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Subsequent
Appliance Hard Drive Retention Service Upgrade 12 Months
1
05/22/25
12/31/27
59.50
7801589
E0DHXZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
05/22/25
12/31/27
14,039.68
7801589
E0DI1ZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Subsequent
Appliance Business Critical Service Upgrade 12 Months
1
05/22/25
12/31/27
501.50
7801589
E0DI3ZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Subsequent
Appliance Hard Drive Retention Service Upgrade 12 Months
1
05/22/25
12/31/27
86.97
7801594
E0DHXZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Annual Appliance
Maintenance + Subscription and Support Renewal 12 Months
1
05/22/25
12/31/27
14,039.68
7801594
E0DI1ZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Subsequent
Appliance Business Critical Service Upgrade 12 Months
1
05/22/25
12/31/27
501.50
7801594
E0DI3ZX
IBM QRadar Core Appliance XX29 G3 Appliance Install Subsequent
Appliance Hard Drive Retention Service Upgrade 12 Months
1
05/22/25
12/31/27
59.50
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 17 of 23
Table 6
– IPAA Subscription License Programs
Subscription
License Part
Number
Product Description
Quantity
Subscription
Term Start
Date
Subscription
Term End Date
D267PLL
IBM Cloud Pak for Business Automation Virtual Processor Core Subscription License
40
12/31/2025
12/30/2027
Table 7
– IPAA Subscription License Upgrade Programs
Subscription
License Part
Number
Product Description
Quantity
Subscription
Upgrade
Term Start
Date
Subscription
Upgrade
Term End
Date
D26D0LL
IBM Cloud Pak for Business Automation Virtual Processor Core Subscription
License
404
12/31/2024
12/30/2027
D268ALL
IBM Cloud Pak for Integration Virtual Processor Core Subscription License
Upgrade
284
12/31/2024
12/30/2027
Table 8
– Qualifying Program Entitlements
S&S Part
Number
Product Description
Quantity
E052QLL
IBM Enterprise Records Add-On Authorized User Value Unit Annual SW Subscription & Support Renewal
3,815
E0PSFLL
IBM BUSINESS AUTOMATION WORKFLOW ENTERPRISE CONCURRENT USER ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL 12 MONTHS
277
E0545LL
IBM FileNet Image Manager Active Edition Add-On Authorized User Value Unit Annual SW Subscription & Support
Renewal
600
E0501LL
IBM FileNet Content Manager Authorized User Value Unit Annual SW Subscription & Support Renewal
4,347
E05NZLL
IBM Content Collector for File Systems Authorized User Value Unit Annual SW Subscription & Support Renewal
4,616
E097JLL
IBM Content Collector for SAP Applications Authorized User Value Unit Annual SW Subscription & Support Renewal
600
E0AT7LL
IBM Production Imaging Edition Add-On for IBM Case Foundation Authorized User Value Unit Annual SW Subscription
& Support Renewal
127
E0ATGLL
IBM Production Imaging Edition Add-On for FileNet Content Manager Authorized User Value Unit Annual SW
Subscription & Support Renewal
2,980
E0EHILL
IBM Datacap Enterprise Edition Add-On Authorized User Value Unit Annual SW Subscription & Support Renewal 12
Months
262
E0IEZLL
IBM FileNet Content Manager Eligible Participant Resource Value Unit Annual SW Subscription & Support Renewal
103,175
E02AULL
IBM App Connect Enterprise Processor Value Unit (PVU) Annual SW Subscription &
Support Renewal 12 Months
4,340
E0KHQLL
IBM DataPower Gateway Virtual Edition for Non Production Environment Processor Value
Unit Annual Software Subscription & Support Renewal
3,080
E0KHULL
IBM DataPower Gateway Virtual Edition Processor Value Unit Annual Software Subscription
& Support Renewal
4,200
E0MIHLL
IBM API Connect Enterprise Processor Value Unit (PVU) Annual SW Subscription &
Support Renewal 12 Months
1,120
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 18 of 23
Table 9
– IBM Program Licenses to be Traded Up
License Part
Number
S&S Part
Number
Product Description
Quantity
D0P42LL
E0DLDLL
IBM InfoSphere Information Server Enterprise Edition for Non-Production Environments
Processor Value Unit (PVU) Annual SW Subscription & Support Renewal
1,400
D0P1DLL
E0DKILL
IBM InfoSphere Information Server Enterprise Edition Processor Value Unit (PVU) Annual
SW Subscription & Support Renewal
840
D55WJLL
E025SLL
IBM WebSphere Application Server Network Deployment Processor Value Unit (PVU) Annual
SW Subscription & Support Renewal
65,260
D55W8LL
E025QLL
IBM WebSphere Application Server Processor Value Unit (PVU) Annual SW Subscription &
Support Renewal
13,560
D299MLL
E0R7ULL
IBM WebSphere Hybrid Edition Virtual Processor Core Annual SW Subscription & Support
Renewal
237
E0JI1LL
IBM Security QRadar Data Node Failover Install Annual SW Subscription & Support Renewal
8
E0G1ELL
IBM Security QRadar SIEM Console 31XX Install Annual SW Subscription & Support
Renewal
1
E0G1FLL
IBM Security QRadar SIEM Console 31XX Failover Install Annual SW Subscription & Support
Renewal
1
E0G1GLL
IBM Security Qradar SIEM Event Processor 16XX Install Annual SW Subscription & Support
Renewal
2
E0G1HLL
IBM Security Qradar SIEM Event Processor 16XX Failover Install Annual SW Subscription &
Support Renewal
2
E0G1ILL
IBM Security Qradar SIEM Flow Processor 17XX Install Annual SW Subscription & Support
Renewal
2
E0G1JLL
IBM Security Qradar SIEM Flow Processor 17XX Failover Install Annual SW Subscription &
Support Renewal
2
E0G20LL
IBM Security QRadar SIEM All-in-One Software 31XX Install Annual SW Subscription &
Support Renewal
2
E0G22LL
IBM Security QRadar SIEM Console Software 31XX Install Annual SW Subscription &
Support Renewal
2
E0G25LL
IBM Security QRadar SIEM Event Processor Software 16XX Failover Install Annual SW
Subscription & Support Renewal
1
E0F4QLL
IBM Security QRadar SIEM Event Capacity Pack Increase of 2.5K EPS Install Annual SW
Subscription & Support Renewal
15
E0F4RLL
IBM Security QRadar SIEM Flow Capacity Pack Increase of 100K FPM Install Annual SW
Subscription & Support Renewal
7
E0NCHLL
IBM QRadar High Availability Software Install Annual SW Subscription & Support Renewal 12
Months
20
E0NBGLL
IBM QRadar Event Capacity 1K Events Per Second Annual SW Subscription & Support
Renewal 12 Months
2
E0NBILL
IBM QRadar Event Capacity 2.5K Events Per Second Annual SW Subscription & Support
Renewal 12 Months
8
E0NBILL
IBM QRadar Event Capacity 2.5K Events Per Second Annual SW Subscription & Support
Renewal 12 Months
19
E0NBILL
IBM QRadar Event Capacity 2.5K Events Per Second Annual SW Subscription & Support
Renewal 12 Months
1
E0PLNLL
Security QRadar Event Capacity for Non-Production 2.5K Events Per Second
1
E0NC3LL
IBM QRadar Flows Capacity 100K Flows Per Minute Annual SW Subscription & Support
Renewal 12 Months
1
E0NC3LL
IBM QRadar Flows Capacity 100K Flows Per Minute Annual SW Subscription & Support
Renewal 12 Months
4
E0P0DLL
IBM QRadar Data Store Connection Annual SW Subscription & Support Renewal 12 Months
10
E0G24LL
IBM Security QRadar SIEM Event Processor Software 16XX Install Annual SW Subscription
& Support Renewal
1
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 19 of 23
Attachment 1
Supplement for Purchase of IBM Appliances and Appliance Services
This Supplement is between the Client (also called “Customer”, “you” and “your”) and the IBM legal entity referenced
below (“IBM”).
Name and Address of Client:
State of Michigan, Dept of IT Agency Services
Cass Bldg 2
nd
floor-South
320 S. Walnut, Lansing, MI 48933-2014
*Ship to Address:
320 S. Walnut
LANSING MI 48933-2014
*Installation Address:
320 S. Walnut
LANSING MI 48933-2014
IBM Customer No:
5807125
IBM Agreement (“Agreement”) / Site No:
9422/7020883
Clients originating Site:
7020833
**Customer Requested Arrival Date (CRAD):
December 19, 2024
*If Ship To Address or Installation Address changes prior to shipment of the Appliance, Client is responsible for notifying IBM
(If applicable)
Part No.
License /
S&S
Qty
Description
WARR
Period for
Mach
Compo
Type of
Svc
During
WARR
***
Client
set up
(Y/N)
Svc Lvl
During
WARR
WARR
Svc Lvl
UPGR
Prod
Status
Code
Type of
Maint
Svcs
After
WARR
Maint
Svc Lvl
After
WARR
Maint
Svc Lvl
UPGR
Cov-
erage
Period
D0DI2ZX
38
IBM QRadar Core
Appliance XX29 G3
Appliance Install Initial
Appliance Hard Drive
Retention Service Upgrade
12 Months
12/31/24
to
12/31/27
D0DIOZX
38
IBM QRadar Core
Appliance XX29 G3
Appliance Install Initial
Appliance Business
Critical Service Upgrade
12 Months
12/31/24
to
12/31/27
DODHYZX 38
IBM QRadar Core
Appliance XX29 G3
Appliance Install
Appliance + Subscription
and Support 12 Months
1 Year
5
Y
1
3
1
12/31/24
to
12/31/27
D0DGCZX
12
IBM QRadar Core
Appliance XX48 G3
Appliance Install Initial
Appliance Hard Drive
Retention Service Upgrade
12/31/24
to
12/31/27
D0DG0ZX
12
IBM QRadar Core
Appliance XX48 G3
Appliance Install Initial
Appliance Business
Critical Service Upgrade
12 Months
12/31/24
to
12/31/27
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 20 of 23
Part No.
License /
S&S
Qty
Description
WARR
Period for
Mach
Compo
Type of
Svc
During
WARR
***
Client
set up
(Y/N)
Svc Lvl
During
WARR
WARR
Svc Lvl
UPGR
Prod
Status
Code
Type of
Maint
Svcs
After
WARR
Maint
Svc Lvl
After
WARR
Maint
Svc Lvl
UPGR
Cov-
erage
Period
D0DFYZX
12
IBM QRadar Core
Appliance XX48 G3
Appliance Install
Appliance + Subscription
and Support 12 Months
1 Year
5
Y
1
3
1
12/31/24
to
12/31/27
D0DJ2ZX
6
IBM QRadar Event QFlow
Collector Appliance
1501 1201 G5 Appliance
Install Initial Appliance
Hard Drive Retention
Service Upgrade 12 Mon
12/31/24
to
12/31/27
D0DJ0ZX
6
IBM QRadar Event QFlow
Collector Appliance
1501 1201 G5 Appliance
Install Initial Appliance
Business Critical Service
Upgrade 12 Mon
12/31/24
to
12/31/27
D0DIYZX
6
IBM QRadar Event QFlow
Collector Appliance
1501 1201 G5 Appliance
Install Appliance +
Subscription and Support
12 Months
1 Year
5
Y
1
3
1
12/31/24
to
12/31/27
D0DJ9ZX
3
IBM QRadar Network
Insights Appliance 1920
G3 Appliance Install
Initial Appliance Hard
Drive Retention Service
Upgrade 12 Months
12/31/24
to
12/31/27
D0DJ7ZX
3
IBM QRadar Network
Insights Appliance 1920
G3 Appliance Install
Initial Appliance
Business Critical Service
Upgrade
12/31/24
to
12/31/27
D0DJ5ZX
3
IBM QRadar Network
Insights Appliance 1920
G3 Appliance Install
Appliance + Subscription
and Support 12 Months
1 Year
5
Y
1
3
1
12/31/24
to
12/31/27
D0DI9ZX
3
IBM QRadar Network
Insights Appliance 1940
G2 Appliance Install
Initial Appliance Hard
Drive Retention
12/31/24
to
12/31/27
D0DI7ZX
3
IBM QRadar Network
Insights Appliance 1940
G2 Appliance Install
Initial Appliance
Business Critical Service
Upgrade 12 Months
12/31/24
to
12/31/27
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 21 of 23
Part No.
License /
S&S
Qty
Description
WARR
Period for
Mach
Compo
Type of
Svc
During
WARR
***
Client
set up
(Y/N)
Svc Lvl
During
WARR
WARR
Svc Lvl
UPGR
Prod
Status
Code
Type of
Maint
Svcs
After
WARR
Maint
Svc Lvl
After
WARR
Maint
Svc Lvl
UPGR
Cov-
erage
Period
D0DI5ZX
3
IBM QRadar Network
Insights Appliance 1940
G2 Appliance Install
Appliance + Subscription
and Support 12 Months
1 Year
5
Y
1
3
1
12/31/24
to
12/31/27
** CRAD is an estimated date in which the Appliance(s) will be delivered to Client. The official delivery date of
Appliance(s) will be communicated at the actual ship date of the Appliance(s).
"*** The warranty period for an IBM Machine Component is a fixed period commencing on its Date of
Installation (also called “Warranty Start Date”). Date of Installation for a Client set-up Machine Component, is
the date on the Client’s purchase invoice or sales receipt for the Appliance. If “N” is indicated above,
Warranty Start Date is the date IBM installs the Appliance."
Appliance Maintenance, Warranty and Warranty Service Upgrade table
Production
Status
Codes
1. New
System
2. Used
System
3. Unknown
Status
5. Proof of
Concept
(“POC”)
System
Types of Service (during
warranty), if available
1. Customer Replaceable Unit
(CRU) Service
5. CRU and On-site Service
Service Levels, if
available
1. Next Business Day
(NBD), 9X5
2. Same Business
Day (SBD), 9X5
3. Same Day (SD),
24X7
4. 24X7 NBD
(delivery)
Types of Maintenance Service
(after warranty), if available
A. On-Site Repair/Exchange
Services, Monday through Friday
(excluding holidays), 9am to
5pm, next business.
D. On-Site Repair/Exchange
Services, 7 days a week, 24
hrs/day, *4-hour response
objective.
Consult the IBM Appliance Support Handbook (“Handbook”) for further details on Production Status Codes and
service instructions. The Handbook can be found at: http://www.ibm.com/software/appliance/support.
Appliance Component and Service Terms
1.
Appliances
An Appliance is an Eligible Product (“EP”), which is any combination of Program Components, Machine
Components (MCs) and any applicable Machine Code Components offered together as a single offering and
designed for a particular function. Unless otherwise provided, terms of this Agreement that apply to a
Program apply to the Program Component of an Appliance. Client shall not use the Program component
independently of the Appliance of which it is a part. Client may not transfer its license to use the Program
Component(s) to another Enterprise.
Each IBM Appliance is manufactured from parts that may be new or used. In some cases, an IBM Appliance
may not be new and may have been previously installed.
2.
Machine Code Component
A Machine Code Component is computer instructions, fixes, replacements and related materials, such as
data and passwords relied on, provided, used with or generated by MC, that permit the operation of the
machine's processors, storage or other functionality as stated in its Specifications.
Client acceptance of this Agreement includes acceptance of IBM’s Machine Code license agreements
provided with the Machine Code Component. A Machine Code Component is licensed only for use to
enable a Machine Component to function under its Specifications and only for the capacity and capability for
which Client has acquired IBM’s written authorization. The Machine Code Component is copyrighted and
licensed (not sold).
3.
Risk of Loss
For each Appliance, IBM bears the risk of loss or damage up to the time it is delivered to the IBM-designated
carrier for shipment to Client or Client’s designated location. Thereafter, Client assumes the risk. Each
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 22 of 23
Appliance will be covered by insurance, arranged and paid for by IBM for Client, covering the period until it is
delivered to Client or Client’s designated location. For any loss or damage, Client must i) report the loss or
damage in writing to IBM within 10 business days of delivery and ii) follow the claim procedure.
When Client acquires an Appliance directly from IBM, IBM transfers title to a MC to Client or, if applicable,
Client’s lessor, upon payment of all the amounts due except in the United States where title transfers upon
shipment. For an upgrade acquired for an Appliance, IBM reserves transfer of title of the MC until IBM
receives payment of all the amounts due and receives all removed parts, which then become IBM’s
property.
4.
Machine Component
If Client elects to install the Appliance itself or have a third party install the IBM Appliance, IBM may inspect
the Appliance at Client’s expense before providing warranty service. If the Appliance is not in an acceptable
condition for warranty service, as solely determined by IBM, Client may request that IBM restore it to an
acceptable condition for warranty service or Client may withdraw its request for warranty service. IBM will
determine if restoration is possible. Restoration is provided as a billable service.
Parts removed or exchanged for upgrade, warranty service, or maintenance are IBM property and must be
returned to IBM promptly. A replacement assumes the warranty or maintenance status of the replaced part.
An Appliance may include parts that are not new and in some instances, Appliances may have been
previously installed. A replacement of a part or Machine Component provided as part of the Services may
not be new but will be in good working order and at least functionally equivalent to the item replaced.
Regardless, IBM’s warranty terms apply. Client will promptly install or allow IBM to install mandatory
engineering changes. Client may only acquire Appliances for use within Client’s Enterprise in the country
where acquired and not for resale, lease, or transfer.
5.
Machine Component Support Covered by Appliance Support
Machine Component Support covered by Appliance Support comprises Warranty Service during the
warranty period and, at Client’s option, Maintenance Services after the warranty period (collectively, the
“Services”).
6.
IBM Appliance Services
IBM provides IBM Appliance Services for Appliances consisting of Machine maintenance and IBM Software
and Support as a single offering.
The initial Service Period for an IBM Appliance Service is the warranty period specified in this Supplement.
Thereafter, renewal terms apply. All renewals will be fulfilled with post-warranty Appliance Services offered
at the same level of service, if available, that Client was entitled to during the warranty period.
IBM may engage subcontractors to provide or assist in providing Services on Machine Components, in
which case IBM remains responsible for the fulfillment of its obligations under its Agreement and for the
performance of the Services
For Appliance configurations that require multiple Appliances operating with a single appliance console,
Client must acquire and maintain the same Appliance Services for all such Appliances.
Tools or facilities to which IBM provides access can be used only by Client’s authorized users in support of
Appliances under IBM’s Services and in accordance with any license or other applicable terms.
Services cover undamaged and properly maintained Machine Components used as authorized by IBM with
unaltered identification labels. Services do not cover alterations, accessories, supply items, consumables
(such as batteries and printer cartridges), structural parts (such as frames and covers), or failures caused by
a product for which IBM is not responsible.
Services cover undamaged and properly maintained Machine Components used as authorized by IBM with
unaltered identification labels. Services do not cover alterations, accessories, supply items, consumables
(such as batteries and printer cartridges), structural parts (such as frames and covers), or failures caused by
a product for which IBM is not responsible.
Client cannot terminate or transfer the Appliance Services to another Machine Component.
7.
Returns
When Client returns a Machine Component to IBM, Client will remove all features not under IBM’s Services,
securely erase all data or anonymize all data, and ensure that it is free of any legal restrictions that would
prevent its return.
Order Adjustment
If at the time IBM receives the Customers order and the Appliance(s) referenced in this Supplement are not available
within the acceptable CRAD, IBM reserves the right to replace the ordered Appliance with an Appliance of like kind
quality, compatibility, and that performs to the factory specifications of the originally ordered Appliance. IBM will
notify the customer and will immediately provide the Customer with an updated Supplement, and Quote (if
Amendment No. 6 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #6 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 23 of 23
applicable). Order Adjustments are at the sole discretion of IBM and replacement Appliance and Appliance Services
(if purchased) will be provided at the prices listed on the original Appliance quote.
This Supplement, and the Agreement referenced above are the complete agreement regarding the purchase of
Appliances and Appliance Services and replace all prior oral or written communications, representations,
undertakings, warranties, promises, covenants, and commitments between Client and IBM regarding Client’s
purchase of IBM Appliances and Appliance Services. Neither party is relying on any representation that is not
specified in this Supplement. Terms outlined in additional or different terms in a written communication from the
Client (such as a purchase order) are void.
Each party accepts, on behalf of its Enterprise, the terms of this Supplement by signing this Supplement (or any other
document that incorporates it by reference) by hand or, where recognized by law, electronically. Once signed, i) any
reproduction of this Supplement made by reliable means (for example, electronic image, photocopy or facsimile) is
considered an original, and ii) all Products and Services ordered under this Supplement are subject to it.
If there is a conflict among the terms of this Supplement, and the Agreement, then a Supplement prevails over the
Agreement.
STATE OF MICHIGAN
ENTERPRISE PROCUREMENT
Department of Technology, Management, and Budget
320 S. Walnut Street 2nd Floor Lansing, MI 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
CONTRACT SUMMARY
IBM Software, Maintenance and Support
INITIAL EFFECTIVE DATE
INITIAL EXPIRATION DATE
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
October 1, 2010
November 30, 2017
5 - 12 Months
December 31, 2024
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
MINIMUM DELIVERY REQUIREMENTS
N/A
P-Card
Direct Voucher (PRC)
Other
Yes
No
New Orchard Drive
Armonk NY 10504-1722
Gregory Bruggen
913-424-2901
gjbruggen@us.ibm.com
CV0001848
IBM CORPORATION
CONTRACTOR
Shannon Romein
(517) 898-8102
DTMB
Various
DTMB
romeins@michigan.gov
Contract
Administrator
Program
Manager
STATE
N/A
N/A
Change Notice Number
39
Contract Number
MA071B1300071C
to
DESCRIPTION OF CHANGE NOTICE
OPTION
EXTENSION
LENGTH OF OPTION
LENGTH OF EXTENSION
REVISED EXP. DATE
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$154,970,889.20
$0.00
$154,970,889.20
DESCRIPTION
Effective 11/14/2024, this Contract is amended to modify Change Notice 38. Regarding Change Notice
38 the Period of Coverage end date of the Statement of Work for Treasury Datacap Health Check
services is modified from 10/11/2024 to 3/31/2025.
All other terms, conditions, specifications, and pricing remain the same. Per contractor and agency
agreement and DTMB Procurement approval.
AGENCY
NAME
PHONE
EMAIL
DTMB
Reid Sisson
517-241-1638
SissonR@Michigan.gov
DTMB
Stephanie Jeppesen
517-335-6899
JeppesenS@michigan.gov
DTMB
Brenda Waier
517-241-0344
WaierB@michigan.gov
DTMB
Lucy Pline
plinel@michigan.gov
Program Managers
for
Multi-Agency and Statewide Contracts
CHANGE NOTICE NO. 39 TO CONTRACT NO. MA071B1300071C
STATE OF MICHIGAN
ENTERPRISE PROCUREMENT
Department of Technology, Management, and Budget
320 S. Walnut Street 2nd Floor Lansing, MI 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
CONTRACT SUMMARY
Maintenance and Support
INITIAL EFFECTIVE DATE
INITIAL EXPIRATION DATE
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
October 1, 2010
November 30, 2017
5 - 12 Months
December 31, 2024
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
MINIMUM DELIVERY REQUIREMENTS
N/A
P-Card
Direct Voucher (PRC)
Other
Yes
No
New Orchard Drive
Armonk NY 10504-1722
Gregory Bruggen
913-424-2901
gjbruggen@us.ibm.com
CV0001848
IBM CORPORATION
CONTRACTOR
Shannon Romein
(517) 898-8102
DTMB
Various
DTMB
romeins@michigan.gov
Contract
Administrator
Program
Manager
STATE
N/A
N/A
Change Notice Number
38
Contract Number
MA071B1300071C
to
DESCRIPTION OF CHANGE NOTICE
OPTION
EXTENSION
LENGTH OF OPTION
LENGTH OF EXTENSION
REVISED EXP. DATE
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$154,863,164.19
$107,725.01
$154,970,889.20
DESCRIPTION
Effective 9/12/2024, this Contract is hereby increase by $107,725.00 and incorporates the attached
amendment to provide Treasury Datacap Health Check services in their Production and QA
environments.
All other terms, conditions, specifications, and pricing remain the same. Per contractor and agency
agreement and DTMB Procurement approval.
AGENCY
NAME
PHONE
EMAIL
DTMB
Reid Sisson
517-241-1638
SissonR@Michigan.gov
DTMB
Stephanie Jeppesen
517-335-6899
JeppesenS@michigan.gov
DTMB
Brenda Waier
517-241-0344
WaierB@michigan.gov
DTMB
Lucy Pline
plinel@michigan.gov
Program Managers
for
Multi-Agency and Statewide Contracts
CHANGE NOTICE NO. 38 TO CONTRACT NO. MA071B1300071C
Michigan.gov/MiProcurement
P a g
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STATEMENT OF WORK -
IT CHANGE NOTICE
Project Title:
Datacap Health Check
Period of Coverage:
9/12/2024- 10/11/2024
Requesting Department:
Treasury
Date
:
9/12/2024
Agency Project Manager:
David Bates
Phone
:
517-582-4605
DTMB Project Manager:
Lucy Pline
Phone
:
517-896-5103
Brief description of services to be provided:
SCOPE OF WORK:
IBM Expert Labs will provide the State of Michigan assistance with Datacap Health Check services in
their Production and QA environments.
Activities
The following services are to be provided as part of this proposal.
Activity 1 -
Project Coordinator
This activity will include the following tasks:
Planning
a. Coordinate IBM resources with the proposed project schedule
Project Tracking and Reporting
a. Report time and any expenses spent on the project to your Project Manager.
b. Administer the Project Change Control Procedure with your Project Manager.
c. Assist your Project Manager with any billing issues
Completion Criteria:
This is an ongoing activity which will be considered complete at the end of the Services.
Deliverable Materials
●
Labor Summary
Michigan.gov/MiProcurement
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Activity 2 -
Resource Onboarding and Access
In this activity, IBM will work with Customer to assist with the Onboarding requirements, which consists of the
following tasks:
a.
Identify repository access requirements for each project team member.
b.
Obtain and validate access to Customer repository and system (s)
c.
Execute Customer training requirements to enable IBM access.
Completion Criteria:
This is an ongoing activity which will be considered complete at the end of the Services.
Deliverable Materials:
•
Onboarding Matrix
Activity 3 -
Datacap Health Check Services
In this activity, IBM will perform a holistic review of your Datacap Production and QA environments which includes the
following tasks:
a. Verification that the IBM Lab Services data collection monitoring tools are in place. Provide guidance
pertaining to configuration of the tools, if needed. Review location for uploading collected data.
b. Review active Support Cases (formerly known as PMRs) history.
c. After monitoring is enabled, review initial data collection sample to ensure the correct data is being
collected and is in expected format for analysis.
d. After a minimum of two weeks of concurrent data collection (Dashboard, statistical data and logs), IBM will
review and analyze the data collected.
e. Assess the current active nodes on the Production and QA environment. That includes:
1) The set of components is as described from the Datacap questionnaire and listed below. This list
will be reviewed for completeness upon starting the project:
Environment
Component
Server
QA
Web1
HCV271D9QWTAA01.ngds.state.mi.us
QA
Web2
HCV271D9QWTAA02.ngds.state.mi.us
QA
TM1
HCV271D9QTTAA01.ngds.state.mi.us
QA
TM2
HCV271D9QTTAA02.ngds.state.mi.us
QA
RR1
HCV271D9QRTAA01.ngds.state.mi.us
Prod\QA
Fileshare
HCV271D9FSPAA01.ngds.state.mi.us
Prod
TM1
HCV271D9TTPAA01.ngds.state.mi.us
Prod
TM2
HCV271D9TTPAA02.ngds.state.mi.us
Prod
Web1
HCV271D9DWPAA01.ngds.state.mi.us
Prod
Web2
HCV271D9DWPAA02.ngds.state.mi.us
Prod
RR1
HCV271D9RRPAA01.ngds.state.mi.us
Michigan.gov/MiProcurement
P a g
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Prod
RR2
HCV271D9RRPAA02.ngds.state.mi.us
Prod
RR3
HCV271D9RRPAA03.ngds.state.mi.us
Prod
RR4
HCV271D9RRPAA04.ngds.state.mi.us
2) Architecture (High level review of current configuration)
3) System resources
4) Database(s)
5) Dashboard data
6) Performance metrics
f.
Evaluate the findings.
g. Develop recommendations based on IBM best practices.
h. Create the Summary Report for First Phase, prior to any additional new load or Rulerunner capacity.
i.
Repeat the perform assessment to assess the impact of anticipated new load and additional new
Rulerunners
j.
Update the Summary Report.
Deliverable Materials:
●
Summary Report
Activity 4 -
Datacap Application Assessment
IBM will perform Services which includes the following tasks for Client’s Production Datacap application system, which
includes two (2) applications (e.g. SOMGARNS and UNIIIT)
(1) Review the current IBM Datacap solutions & client experience including:
(a) Review input formats & protocols
(b) Review a sampling of the documents being processed
(c) Review current recognition requirements and results
(d) Review Export, integration & lookup requirements
(e) Review non-standard rules or programming requirements
(f) Review the architecture, and scaling opportunities
(g) Discuss Best Practices
(h) Review the RuleRunner configurations
(2) Synthesize the reviewed information
(3) Develop the Datacap Recommendations Document
Michigan.gov/MiProcurement
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(4) Review the recommendations with the Client team.
Deliverable Materials:
●
Datacap Recommendations Document
Key Assumptions
This estimate is based on the following high-level assumptions. If, during our complete requirements
discussions, we find the assumptions have changed, that change will impact the estimate provided in this
email.
a. These estimates are provided for planning and discussion purposes only. This is not a quotation and
purchase orders will not be accepted based on this document.
b. The estimate of effort/price required for this project may vary based on further requirements
discussions between Client and IBM Expert Labs.
c. This engagement is contained to the Datacap Production and QA systems.
d. Services will be performed remote.
e. Project Management is out of scope.
f.
The above services do not include repairs, corrections, or troubleshooting of performance degradation,
data corruption, errors or faults that are discovered during the process due to hardware failures non-
qualified hardware, or non-qualified operating systems. Any IBM involvement in these activities will be
charged on a Time-and-Materials (T&M) basis and documented in a PCR. Any changes or
enhancements to IBM software products as a result of IBM software support cases identified
throughout the engagement are not activities billable to the Client and are not in scope of this SOW.
g. The results of this service may indicate that problems exist on the network. The network observation,
which may take place during the engagement, is investigative only and focuses on Datacap TCP
behavior. Network interactions with other third party or in-house applications and other network
observation or corrective action are not included.
h. The onboarded IBM resource will execute performance scripts and the Client will be responsible for
uploaded performance data and logs to designated site.
i.
It is assumed the IBM consultant will work contiguously until all hours are expended, or the
Recommendations have been delivered to the Client.
j.
A formal code review is not part of this engagement. However, IBM will take any custom code into
consideration for the recommendations.
k. Fixing or changing the current configuration or custom code is not included in this engagement.
l.
Additional resources and time for the development of “custom databases or applications” are not
included in this Install offering.
m. Estimates of effort/pricing presented herein are limited to the professional services described in this
email and do not include any additional services such as:
a. Hardware, software products or maintenance.
b. Services to install or upgrade hardware, third-party system software or third-party application
software components for Initial Production or development/test environments.
c. Formal training.
Michigan.gov/MiProcurement
P a g
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d.
Taxes, shipping or any other charges not specifically included.
Timeline
The following graphic depicts the expected timeline for the engagement. The engagement is expected to
have an 8 week duration with the sequencing of activities and tasks as shown below:
Pricing
The price for the Services is as follows:
Time & Materials:
Project Role
Hourly Rate
Estimated # of
Hours
Estimated Total
Project Management
$331.00
23
$7,613.00
Datacap Application Consultant
$331.00
104
$34,424.00
Health Check Architect
$357.00
184
$65,688.00
Totals
311
$107,725.00
STATE OF MICHIGAN
ENTERPRISE PROCUREMENT
Department of Technology, Management, and Budget
525 W. ALLEGAN ST., LANSING, MICHIGAN 48913
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
CONTRACT SUMMARY
Maintenance and Support
INITIAL EFFECTIVE DATE
INITIAL EXPIRATION DATE
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
October 1, 2010
November 30, 2017
5 - 12 Months
December 31, 2024
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
MINIMUM DELIVERY REQUIREMENTS
N/A
P-Card
Direct Voucher (PRC)
Other
Yes
No
New Orchard Drive
Armonk NY 10504-1722
Gregory Bruggen
9134242901
gjbruggen@us.ibm.com
CV0001848
IBM CORPORATION
CONTRACTOR
Shannon Romein
(517) 898-8102
DTMB
Various
DTMB
romeins@michigan.gov
Contract
Administrator
Program
Manager
STATE
N/A
N/A
Change Notice Number
37
Contract Number
MA071B1300071C
to
DESCRIPTION OF CHANGE NOTICE
OPTION
EXTENSION
LENGTH OF OPTION
LENGTH OF EXTENSION
REVISED EXP. DATE
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$154,587,764.19
$275,400.00
$154,863,164.19
DESCRIPTION
Effective 7/31/2024, this Contract is hereby increase by $275,400.00 and incorporates the attached
amendment No. 5 for Treasury's purchase of 40 Cloud Pak for business Automation Virtual Processor
Core Subscription Licenses part Number D267PLL.
All other terms, conditions, specifications, and pricing remain the same. Per contractor and agency
agreement, DTMB Procurement approval, and State Administrative Board approval on 7/30/2024.
AGENCY
NAME
PHONE
EMAIL
DTMB
Reid Sisson
517-241-1638
SissonR@Michigan.gov
DTMB
Lucy Pline
plinel@michigan.gov
Program Managers
for
Multi-Agency and Statewide Contracts
CHANGE NOTICE NO. 37 TO CONTRACT NO. MA071B1300071C
Amendment No. 5 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #5 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 1 of 3
This Amendment #5 to the June 2019 Ordering Document (“Amendment #4”) is effective when signed by all
parties and provides special options with respect to the terms of the Software and Services Special Option (the
“SSSO”), which is contained within Contract No. 071B1300071 (collectively the “Agreement”), dated as of
September 29, 2010, and any changes thereto agreed to in writing prior to the execution of this Ordering
Document. Capitalized terms used in this Amendment #5, the definitions which are not found in this Ordering
Document, are defined in the Agreement.
1. Contract Term
This Amendment #5 starts on
July 29, 2024
(the “
Amendment #5
Start Date
”) and remains in effect up to
and including
December 31, 2024
(the “
Amendment #5 End Date
”), unless earlier terminated as provided
herein.
2. Eligible Programs
The Programs that qualify for the terms of this Amendment #5 (“Eligible Programs”) are the Programs listed
on the Product List (Schedule A5) which is attached to and made part of this Amendment #5 (the “Listed
Programs”)
3. Subscription License Programs
IPAA Subscription License programs “Subscription Programs” are IBM programs that Client has the right to
use and receive IBM S&S for a specified committed term (the “Subscription Term”) as listed on Schedule A5
Table 1 - New IPAA Subscription License Programs. Subscription Programs cannot be terminated by Client
during the Subscription Term. Upon completion of the Subscription Term, Client’s right to use Subscription
Programs ends.
Client has selected the “automatic” renewal option for the Subscription Programs. IBM will renew the expiring
Subscription Programs at then current pricing for a subsequent Subscription Term. Client may change their
selected renewal option by giving IBM notice in writing at least 30 days before the end of the Subscription
Term.
IBM may withdraw a Subscription Program at any time. For Clients whose Subscription Term extends past
the withdrawal date, Client retains the right to use Subscription Programs at the quantity Client licensed
before the withdrawal date. IBM will continue to provide support until the end of the Subscription Term or work
with the Client to establish an alternative solution.
Client may not use bundled programs or Subscription Programs acquired as part of this Amendment #5 to
replace IBM Program S&S.
4. Additional Funds
Section 4. Additional Funds of Ordering Document Amendment #2, is amended to add the following after the first
paragraph. All other terms of Section 4 remain unchanged.
Starting on August 1, 2024, as part of this Ordering Document Amendment #5 Client is entitled to obtain up to
a cumulative amount of USD $7,350.00 for IBM Program-related Services (“Eligible Services” collectively, “the
Eligible Services Credit”) performed directly by IBM Software Lab Services, at no additional charge.
5. Charges
Section 7. Charges of Ordering Document Amendment #4 is deleted in its entirety and replaced with the following.
The Ordering Document Amendment #5 Charges includes the Ordering Document Amendment #4 Charges
and any additional or modified charges due to program acquisitions purchased under Amendment #5 to the
Amendment No. 5 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #5 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 2 of 3
June 2019 Ordering Document. The Ordering Document Amendment #5 Charges listed in the following table
will be invoiced to the State of Michigan and are due on or before the following dates and payable in
accordance with the Agreement:
Due Date
Amount Due
Status
December 31, 2021
$1,868,165.97
Existing
June 30, 2022
$4,795,803.21
Existing
December 31, 2022
$8,835,673.56
Existing
October 31, 2023
$1,010,209.22
Existing
December 31, 2023
$8,127,867.48
Existing
August 31, 2024
$275,400.00
New
Total
$24,913,119.44
For clarity, the charges in the table above represent all of the charges for all the products acquired and/or
upgraded in Ordering Document Amendment #4 and Amendment #5.
Included in the Total Charges for the Listed Programs are charges for any applicable S&S for the Listed
Programs and such S&S has a coverage period as stated in Ordering Document Amendment #3
Schedule A and B, Schedule A4 to Amendment #4, and Schedule A5 to Amendment #5.
6. Payment
Section 8. Payment of Ordering Document Amendment #4, is deleted and replaced in its entirety with the
following:
Unless otherwise agreed to by the State in writing, the State will issue a written Purchase Order to order any
products, services, or deliverables under this Agreement.
Notwithstanding the foregoing sentence, undisputed invoices will be due and payable by the State, in accordance
with the State’s Prompt Payment Act as specified in 1984 PA 279, MCL 17.51 et seq., within 45 days after receipt,
provided the State determines that the invoice was properly rendered. The State is exempt from State
sales tax for direct purchases and may be exempt from federal excise tax, if products, services, and
deliverables purchased under this Agreement are for the State’s exclusive use.
.
The State has provided IBM its tax exempt certificate.
The parties agree that this Amendment #5 and the Agreement, including all Associated Documents is the
complete agreement between us and replaces any prior oral and/or written communications between us
concerning this subject matter. By signing below, the parties agree to the terms of this Amendment #5, the
Agreement as expressly modified herein and the Associated Documents. If there is a conflict among terms of this
Amendment #5 and those of the Agreement or the Associated Documents, for the purposes of this Amendment
#5, those of this Amendment #5 prevail.
This prices and terms of this Amendment #5 will not become effective unless Client returns a signed copy of this
Amendment #5 with Client’s order before
August 31, 2024, or it is void
.
Amendment No. 5 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #5 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 3 of 3
Schedule A5:
Table 1 – IPAA Subscription License Programs
Subscription
License Part
Number
Product Description
Quantity
Subscription
Term Start
Date
Subscription
Term End Date
D267PLL
IBM Cloud Pak for Business Automation Virtual
Processor Core Subscription License
40
July 29, 2024
July 28, 2025
STATE OF MICHIGAN
ENTERPRISE PROCUREMENT
Department of Technology, Management, and Budget
525 W. ALLEGAN ST., LANSING, MICHIGAN 48913
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
CONTRACT SUMMARY
Maintenance and Support
INITIAL EFFECTIVE DATE
INITIAL EXPIRATION DATE
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
October 1, 2010
November 30, 2017
5 - 12 Months
December 31, 2024
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
MINIMUM DELIVERY REQUIREMENTS
P-Card
Direct Voucher (PRC)
Other
Yes
No
New Orchard Drive
Armonk NY 10504-1722
Gregory Bruggen
913-424-2901
gjbruggen@us.ibm.com
CV0001848
IBM CORPORATION
CONTRACTOR
Shannon Romein
(517) 898-8102
DTMB
Various
DTMB
romeins@michigan.gov
STATE
Contract
Administrator
Program
Manager
Change Notice Number
36
Contract Number
MA071B1300071C
to
DESCRIPTION OF CHANGE NOTICE
OPTION
EXTENSION
LENGTH OF OPTION
LENGTH OF EXTENSION
REVISED EXP. DATE
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
12 Months
$154,587,764.19
$0.00
$154,587,764.19
DESCRIPTION
Effective
5/16
/2024, this Contract hereby incorporates the attached Statement of Work for one (1) Administration
of IBM DataPower Gateway 10 training course virtually to State of Michigan (SoM) staff. No funds are needed
per Change Notice 25, Amendment 2, "4. Additional Funds". Total cost of $14,000.00 of the "Additional Funds".
Please note, the State's Contract Administrator has been changed to Shannon Romein.
All other terms, conditions, specifications and pricing remain the same. Per contractor and agency agreement,
and DTMB Central Procurement Services approval.
AGENCY
NAME
PHONE
EMAIL
DTMB
Reid Sisson
517-241-1638
SissonR@Michigan.gov
DTMB
Stephanie Jeppesen
517-335-6899
JeppesenS@michigan.gov
DTMB
Brenda Waier
517-241-0344
WaierB@michigan.gov
Program Managers
for
Multi-Agency and Statewide Contracts
CHANGE NOTICE NO. 36 TO CONTRACT NO. MA071B1300071C
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Project Title:
Training Services – Administration of IBM DataPower
Gateway 10
Period of Coverage:
Estimated to be 6/3/2024-
6/5/2024
Requesting Department:
DTMB Agency Services for MDHHS Enterprise -
Administration and Departmental Solutions (ADS)
Date
: 05/13/24
Agency Project Manager:
N/A
Phone
:
DTMB Project Manager:
Christopher Rose, rosec4@michigan.gov
Phone
:
517-575-7542
SCOPE OF WORK:
IBM will deliver one (1) Administration of IBM DataPower Gateway 10 training course
virtually to State of Michigan (SoM) staff, per Change Notice (routed with SIGMA GR
24*1829) incorporated with the Master Agreement (MA) 071B1300071 utilizing
“Additional Funds”.
Activity 1 – Administration of IBM DataPower Gateway 10 Training Course
Under this activity IBM will provide remotely delivered education using Microsoft Teams
or Webex that can be recorded for up to 12 students. A complete description of the
training course is found in
Appendix 1 – Course Description.
Completion Criteria:
This activity will be considered complete when the training has
been provided.
Deliverable Materials:
The online training may be recorded and stored by the State for
future use.
LOCATION:
Work will be performed remotely.
DELIVERABLES:
Deliverables will not be considered complete until the Agency Project Manager has
formally accepted them. Deliverables for this project include the following private
course:
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Course :
Administration of IBM DataPower Gateway 10
(Virtual)
Course Code
WE531
Start Date
Estimated to be June 3, 2024
End Date
Estimated to be June 5, 2024
Duration
Up to 3 days
Hours
9:00am to 5:00pm (approx.) local time, unless otherwise agreed to
Students
up to 12
Language
English
Arrangements
Provided virtually; The sessions shall be recorded, and the
recordings provided to the State of Michigan.
Deliverable Materials
IBM will provide the State of Michigan with the deliverable Materials listed in the
above Project Scope section, which will be provided as Student Course Materials.
Student Course Materials include those Materials, created during the Service
performance period or otherwise (such as those that pre-exist the Service), in which
IBM or third parties have all right, title and interest (including ownership of copyright).
IBM will deliver one electronic copy (PDF) of the specified Materials to the student
attending the class. IBM grants the State of Michigan an irrevocable, nonexclusive,
worldwide, paid-up license for the student to use and display the course materials.
Student Course Materials may not be further copied or distributed.
Student Course Guide (if available per course)
Purpose
: Documentation to guide the student through the course and if
included associated course lab exercises.
Content
: Key learning points, steps for course lab exercises, if included
with the course.
Delivery
: IBM will provide an electronic copy (PDF) of this document.
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ACCEPTANCE CRITERIA:
IBM will have fulfilled its obligations under this Statement of Work when the deliverables
have been approved per section 2.253 of the MA # 071B1300071, Approval of
Deliverables.
PAYMENT SCHEDULE:
Course Code & Title
Duration
(Days)
Number of
Students
Charges
WE531 Administration of IBM
DataPower Gateway 10
3
12
$14,000.00
Estimated Instructor-led Training Charges:
$14,000.00
Travel and living expenses
N/A
Total Estimated Instructor-led Training Charges:
$14,000.00
The Services will be conducted on a fixed price basis. The fixed price for performing the Services
defined in the SOW will be $14,000.00.
The Services defined in this SOW will be paid for by the Eligible Services Credits on account as
referenced in the Master Agreement.
EXPENSES:
The State will NOT pay for any travel expenses, including hotel, mileage, meals,
parking, etc.
PROJECT CONTACTS:
The designated DTMB Project Manager is:
Christopher Rose
DTMB Agency Services for MDHHS, Administration and Departmental Solutions
division
235 South Grand Avenue 9th floor SE
Lansing, MI 48933
(517) 575-7542
rosec4@michigan.gov
AGENCY RESPONSIBILITIES:
SoM agrees not to copy IBM copyrighted material without prior written consent.
SoM agrees not to use recording equipment in IBM classes without prior written
consent.
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SoM agrees not to use IBM trademarks, trade names, or other designators in any
promotion or publication without prior written consent.
Point of Contact:
The State of Michigan has designated a “Point of Contact” as the above DTMB Project
Manager, to whom communications relative to the Services will be addressed and who
has the authority to act on the behalf of the State of Michigan in all matters regarding
this SOW. Communication and access codes for all trainings will be provided by email
to the designated Point of Contact specified below:
The Point of Contact is Responsible for:
a. Serve as the interface between IBM’s Point of Contact and the State of
Michigan’s staff participating in the Services defined in this SOW;
b. Obtain and provide applicable information, data, consents, decisions and
approvals as required by IBM and per request to perform the Services, within two
business days of IBM’s request;
c. Help resolve Services issues and escalate issues within the State of Michigan for
resolution;
d. Administer the Project Change Control Procedure with the IBM Point of Contact;
e. Be responsible for the selection and attendance of all students;
f. Be responsible for ensuring that any prerequisite training, as defined by IBM
requirements are met; and
g. For all instructor-led online course(s), and upon IBM’s request, provide a list of
attendees and their email addresses at least seven (7) calendar days prior to the
Course Start Date and ensure attendees have tested connectivity.
The State of Michigan Agrees To
:
a. Make appropriate personnel available to assist IBM in the performance of IBM’s
responsibilities;
b. Acknowledge that any responsibilities not specifically stated in this SOW as IBM
responsibilities are deemed out of scope;
c. agree that each party is responsible for complying with: i) laws and regulations
applicable to its business and Content; and ii) import, export and economic
sanction laws and regulations, including defense trade control regime of any
Michigan.gov/MiProcurement
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jurisdiction, including the International Traffic in Arms Regulations and those of
the United States that prohibit or restrict the export, re-export, or transfer of
products, technology, services or data, directly or indirectly, to or for certain
countries, end uses or end users;
Accommodations for Individuals with Disabilities
If reasonable accommodations are required for an individual with a disability, the
State of Michigan will advise IBM of the accommodations in advance.
EXPECTED CONTRACTOR WORK HOURS AND CONDITIONS:
Work hours are not to exceed eight (8) hours a day, forty (40) hours a week. Normal
working hours of 8:00 am to 5:00 pm are to be observed unless otherwise agreed to in
writing.
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Appendix I – Course Description
In this course, you learn how to run system
administration tasks for the IBM DataPower
Gateways. You manage the DataPower
Gateway by using various management
interfaces, such as the CLI, SOAP, and the
WebGUI. You configure DataPower Gateway
service resources. You examine the services
supported on the DataPower Gateway. You
create new user accounts, user groups, and
domains in the DataPower Gateway interface.
You troubleshoot the DataPower Gateway.
You secure connections by using
cryptographic tools and SSL. Finally, you
capture information from DataPower events
with logging.
For information about other related courses,
see the IBM Training website:
ibm.com
/training
Course level
ERC 1.0
Product and version
IBM DataPower Gateway 10
Audience
This course is intended for administrators of the IBM DataPower Gateway product.
Learning objectives
After completing this course, you should be able to:
Describe the DataPower deployment environments
Set up the DataPower Gateway
Manage the DataPower Gateway
Explain DataPower administration
Create and manage requests with DataPower Gateway
Understand DataPower services
Configure software access
Troubleshoot and debug services
Configure the DataPower Gateway security
Administration of IBM
DataPower Gateway 10
WE531 (Classroom)
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Understand logging and log targets
Prerequisites
None
Duration
3 days
Skill level
Intermediate
Course agenda
Course introduction
Duration: 15 minutes
Unit 1. DataPower deployment environments
Duration: 1 hour
Overview
This unit presents the various environments that a DataPower Gateway can be
deployed into. A DataPower Gateway can still be deployed as a physical
appliance, although there are many options for deployment of a virtual edition of
the gateway. The VMware, Citrix, Linux, Docker, and cloud possibilities are listed.
Learning
objectives
After completing this unit, you should be able to:
Identify the different versions of the Virtual Edition, and how they differ
Describe the DataPower deployment options
List some of the physical characteristics of the DataPower hardware
Describe the Ethernet interface options for the physical and virtual gateway
List the supported runtime environments for the Virtual Edition
List the basic steps for deploying a virtual gateway in the VMware, Linux, and
Docker environments
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Unit 2. Setting up the DataPower Gateway
Duration: 1 hour
Overview
This unit introduces you to the initial process of setting up the DataPower
appliance. It covers both physical and virtual appliances. You learn how to use
the serial interface to connect to the CLI interface to complete the initial box
setup. You also learn about some of the other appliance settings.
Learning
objectives
After completing this unit, you should be able to:
Describe how to start the DataPower Gateway on the various deployment types
Identify the Ethernet connections for physical and virtual appliances
Use the console connector or console view for initial configuration
Deploy a virtual appliance on various hypervisors
Describe the minimal steps that are done during the initial configuration
Access the Web Management graphical interface
Configure the Ethernet interfaces for an appliance
Configure RBM, DNS, NTP, and System Settings
Configure user interface settings
Prepare the appliance auxiliary storage
Enable support for other languages for the Web Management graphical
interface logs and messages
Unit 3. Managing DataPower Gateway
Duration: 1 hour
Overview
This unit shows you how to download and upgrade firmware for a DataPower
appliance.
Learning
objectives
After completing this unit, you should be able to:
Describe the actions that you can take to manage the DataPower firmware
Explain how to download the appropriate firmware for the appliance
configuration
List the add-on modules for the DataPower Gateway
Describe the tenant feature that is available for a physical DataPower Gateway
Explain how to use the web management interface to install firmware upgrades
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Exercise 1. Configure DataPower
Duration: 1 hour
Overview
In this exercise, you configure the environment for DataPower. You log into the
Command Line Interface (CLI) enable web management, review the
environment, and identify the current firmware level. You also configure role-
based management settings and enable the XML Management Interface (XMI).
Learning
objectives
After completing this exercise, you should be able to:
Enable web management for DataPower
Identify the current firmware level on the gateway
Enable the XML Management Interface (XMI)
Configure role-based management
Unit 4. DataPower administration overview
Duration: 1 hour and 30 minutes
Overview
This unit shows you how to manage the DataPower appliance by using the
various management interfaces, such as the CLI, SOAP, and the WebGUI. You
learn how to manage resources on the DataPower flash memory. You also learn
good practices for securing the DataPower appliance.
Learning
objectives
After completing this unit, you should be able to:
List the methods that can be used to administer the DataPower appliance
Describe how to work with files on the DataPower appliance
Determine the status of various aspects of the appliance
Explain how to run secure backup and restore
Explain how to quiesce traffic to the appliance
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Unit 5. Using CLI and the XML Management Interface to configure appliance access
Duration: 2 hours
Overview
This unit focuses on the nonbrowser approach to defining appliance and service
resources. It begins with the traditional text-based approach, the command-line
interface (CLI). It reviews basic syntax and commands, provides examples of
resource configuration, and explains several of the ways to control CLI access.
The unit then reviews the SOAP configuration management (SOMA) approach,
explaining basic syntax and providing examples of XML Management Interface
requests and responses. Lastly, the unit explains Appliance Management
Protocol (AMP) and its syntax.
Learning
objectives
After completing this unit, you should be able to:
Compare and contrast the DataPower management approaches: CLI, XML
Management Interface, and the WebGui
Use the CLI to configure domains, user groups, and users
Configure administrative and development access to the appliance and
resources
Issue CLI commands to define and manage network resources
Construct SOAP configuration management (SOMA) requests
Use SOMA requests to configure resources and perform management
functions
Construct Appliance Management Protocol (AMP) requests
Use AMP requests to run management functions
Exercise 2. Managing DataPower software with the CLI and XML Management Interfaces
Duration: 1 hour and 30 minutes
Overview
In this exercise, you learn how to manage user resources and domain
configuration, run simple network testing, and retrieve appliance status
information. You use the CLI, SOMA, and AMP administrative interfaces.
Learning
objectives
After completing this exercise, you should be able to:
Create DataPower resources by using the CLI
Create DataPower resources by using SOMA requests
Send appliance management requests by using AMP
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Unit 6. DataPower services overview
Duration: 45 minutes
Overview
This unit describes the service types that are supported on the DataPower
Gateway. You examine, at a high level, what a service is and what it can
communicate with. You also review the characteristics of each service type and
examine the relationships between the XML-based services.
Learning
objectives
After completing this unit, you should be able to:
Define what a DataPower service is
List the supported services on the DataPower Gateway
Describe the similarities and differences in the features that each DataPower
service supports
Unit 7. Configuring software access
Duration: 45 minutes
Overview
This unit shows you how to create new user accounts, user groups, and
domains. You also learn how to obtain domain configuration from external
resources and manage domain resources remotely. The unit describes the
Blueprint Console approach to resource definition, and explains how to complete
Web Management authentication by using external Directory Services such as
LDAP.
Learning
objectives
After completing this unit, you should be able to:
Use the Web Management Blueprint Console to create user accounts, user
groups, and domains
Use the role-based management (RBM) policy builder to restrict access to
objects within a domain
Use the Blueprint Console to configure authentication with the Lightweight
Directory Access Protocol (LDAP)
Michigan.gov/MiProcurement
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Unit 8. Troubleshooting and debugging tools
Duration: 1 hour and 15 minutes
Overview
This unit describes the troubleshooting tools that are available for debugging
problems on the DataPower Gateway. Several tools are available for various
problems, ranging from low-level networking tools to probes that aid in debugging
service policies. The logging utilities are available for capturing information that
the DataPower objects generate.
Learning
objectives
After completing this unit, you should be able to:
Identify the troubleshooting tools that are available on the DataPower appliance
Capture information by using system logs for messages that pass through the
DataPower Gateway
Configure the default system log for debugging
Configure a multi-step probe to examine detailed information about actions
within rules
Exercise 3. Debugging errors with troubleshooting tools
Duration: 1 hour
Overview
The exercise introduces you to the most commonly used troubleshooting tools
that are available on DataPower appliances.
Learning
objectives
After completing this exercise, you should be able to:
Set up and analyze the default system logs
Configure a multi-step probe to conduct message-level process debugging
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Unit 9. Configure DataPower security
Duration: 1 hour and 30 minutes
Overview
This unit describes how to use the cryptographic tools to create keys and
certificates. You learn how to set up the DataPower objects that are used to
validate certificates. You also configure certificate monitoring to ensure that only
valid certificates exist on the appliance. Finally, you learn how to secure
connections by using SSL to and from the DataPower appliance.
Learning
objectives
After completing this unit, you should be able to:
Explain how to use the DataPower tools to generate cryptographic keys
Create a cryptographic identification credential object that contains a matching
public and private key
Create a cryptographic validation credential to validate certificates
Set up certificate monitoring to ensure that certificates are up to date
Configure a TLS server profile that accepts an SSL connection request from a
client
Configure a TLS client profile that initiates an SSL connection from a
DataPower service
Configure a TLS SNI server profile that supports SNI requests
Exercise 4. Securing connections with SSL
Duration: 1 hour
Overview
This exercise shows you how to create cryptographic keys by using the
DataPower crypto tools. You create a crypto identification credential that stores
certificate-key pairs that are used in securing SSL connections. You also create a
validation credential object for validating certificates. These objects are used as
part of a crypto profile. Finally, you modify a crypto profile to use the new key and
certificate.
Learning
objectives
After completing this exercise, you should be able to:
Use the DataPower cryptographic tools to generate cryptographic keys
Use a cryptographic key and certificate object to create a cryptographic
identification credential
Use a validation credential object to validate certificates
Create an SSL proxy profile to accept SSL connections from a client
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Unit 10. Logging and log targets
Duration: 1 hour
Overview
This unit shows you how to capture information that can be generated by
DataPower events by using the logging utilities, such as the log target and log
action. You learn how to configure a log target to limit the messages to specific
severities, categories, and event codes. You also learn how to send log
messages to a remote system.
Learning
objectives
After completing this unit, you should be able to:
Describe the publish/subscribe model of log targets and log events
Define log levels, event categories, and event codes
Create a log category to capture messages that objects on the appliance
generate
Generate a test message for the log category
Exercise 5. Logging to an external system
Duration: 1 hour
Overview
This exercise shows you how to capture log messages and move them off the
DataPower appliance. The DataPower appliance has limited memory capacity,
and the on-box system logs can quickly become full. As a logging good practice,
log messages that are generated on the appliance should be moved off the
appliance. Most enterprises already have a logging system such as syslog, and
the DataPower appliance supports many mechanisms for integrating with these
systems.
Learning
objectives
After completing this exercise, you should be able to:
Use the Generate Log Event action to test the log target configuration
Create a log target that subscribes to specific log categories
Create a log target that sends log messages to an external logging system
Unit 11. Course summary
Duration: 15 minutes
Overview
This unit summarizes the course and provides information for future study.
Learning
objectives
After completing this unit, you should be able to:
Explain how the course met its learning objectives
Identify IBM credentials that are related to this course
Locate resources for further study and skill development
STATE OF MICHIGAN
CENTRAL PROCUREMENT SERVICES
Department of Technology, Management, and Budget
320 S. WALNUT ST., LANSING, MICHIGAN 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
Change Notice Number
35
to
Contract Number
071B1300071
SissonR@Michigan.gov
Reid Sisson
Lauren Stempek
gjbruggen@us.ibm.com
Gregory Bruggen
Armonk, NY 10504-1722
IBM CORPORATION
CV0001848
913-424-2901
New Orchard Drive
(517) 243-4008
STATE
Program
Manager
Contract
Administrator
CONTRACTOR
517-241-1638
DTMB
stempekl@michigan.gov
$154,186,870.19
October 1, 2010
December 31, 2024
MAINTENANCE AND SUPPORT
November 30, 2017
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
5 - 1 Year
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
☐
P-Card
☐
PRC
☐
Other
☒
Yes
☐
No
MINIMUM DELIVERY REQUIREMENTS
DESCRIPTION OF CHANGE NOTICE
OPTION
LENGTH OF OPTION
EXTENSION
LENGTH OF EXTENSION
REVISED EXP. DATE
☐
☐
December 31, 2024
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$400,894.00
$154,587,764.19
Effective 5/7/2024, this contract hereby incorporates the attached Statement of Work for the use of $400,894.00 to cover the
purchase of Qradar Hardware and 12 months of Support due to the current Hardware reaching its end of life and needing to be
replaced.
All other terms, conditions, specifications, and pricing remain the same. Per contractor and agency agreement, DTMB
Procurement approval, and State Administrative Board approval on 5/7/2024.
INITIAL EXPIRATION DATE
INITIAL EFFECTIVE DATE
DESCRIPTION
CONTRACT SUMMARY
MULTI
Michigan.gov/MiProcurement
STATEMENT OF WORK -
IT CHANGE NOTICE
Version 2 (3/2021)
1
Project Title:
QRadar Event Capacity Hardware Replacement
for State of Michigan Test Environment
Period of Coverage:
6/30/2024 – 7/1/2025
Requesting Department:
DTMB
Date
:
4/18/2024
Agency Project Manager:
Stephanie Jeppesen
Phone
:
(517) 335-6899
DTMB Project Manager:
Brenda Waier
Phone
:
(517) 241-0344
BACKGROUND:
The State of Michigan’s current QRadar Hardware has reached its End of Life and
needs to be replaced.
SCOPE OF WORK:
IBM will provide Software and Services for the hardware replacement of the IBM
Security QRadar Event Capacity 2.5K Events Per Second License, and Software
Subscription & Support Reinstatement for 12 months as described in the table below:
Software
IBM Security QRadar Event Capacity 2.5K Events Per Second License + SW
Subscription & Support 12 months
Line
Item
Part
Number
Quantity
Points
Unit SVP
Price
Discounted
Unit Price
Total
Amount
1
D1RP3LL
1
684.00
$130,900.00 $85,085.00
$85,085.00
Appliance
IBM QRadar Core Appliance XX29 G3 Appliance Install Appliance +
Subscription and Support 12 Months
Line
Item
Part
Number
Quantity
Points
Unit SVP
Price
Discounted
Unit Price
Total
Amount
2
D0DHYZX 5
2,510.00 $96,050.00
$62,432.50
$312,162.50
Michigan.gov/MiProcurement
STATEMENT OF WORK -
IT CHANGE NOTICE
Version 2 (3/2021)
2
IBM QRadar Core Appliance XX29 G3 Appliance Install Initial Appliance
Business Critical Service Upgrade 12 Months
Line
Item
Part
Number
Quantity
Points
Unit SVP
Price
Discounted
Unit Price
Total
Amount
3
D0DI0ZX
5
26.20
1,003.00
$651.95
$3,259.75
IBM QRadar Core Appliance XX29 G3 Appliance Install Initial Appliance Hard
Drive Retention Service Upgrade 12 Months
Line
Item
Part
Number
Quantity
Points
Unit SVP
Price
Discounted
Unit Price
Total
Amount
4
D0DI2ZX
5
3.10
119.00
$77.35
$386.75
Total Amount:
Total
Total Points 3,223.30
Software $85,085.00
Appliance $315,809.00
Total:
$400,894.00
Technical support is required to assist with the following tasks during warranty:
1. Customer Replaceable Unit (CRU) Service
2. CRUS and On-Site Service
3. CRU and Courier or Depot Service
4. CRU and Customer Carry-In or Mail-In Service
5. CRU and Machine Exchange Service
The following types of Maintenace Service will be available after warranty:
1. On-Site Repair/Exchange Services, Monday through Friday (excluding holidays),
9am to 5pm, next business
2. On-Site Repair/Exchange Services, 7 days a week, 24 hours a day, 4 hour
response objective
Michigan.gov/MiProcurement
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IT CHANGE NOTICE
Version 2 (3/2021)
3
ACCEPTANCE CRITERIA:
IBM will have fulfilled its obligations under this Statement of Work when the deliverables
have been approved per section 2.253 of the MA # 071B1300071, Approval of
Deliverables.
PAYMENT SCHEDULE:
Payment will be made on a satisfactory acceptance of each deliverable basis. DTMB will
pay CONTRACTOR upon receipt of properly completed invoice(s) which shall be
submitted to the billing address on the State issued purchase order not more often than
monthly. DTMB Accounts Payable area will coordinate obtaining Agency and DTMB
Project Manager approvals. All invoices should reflect actual work completed by payment
date and must be approved by the Agency and DTMB Project Manager prior to payment.
The invoices shall describe and document to the State’s satisfaction a description of the
work performed, the progress of the project, and fees. When expenses are invoiced,
receipts will need to be provided along with a detailed breakdown of each type of expense.
Payment shall be considered timely if made by DTMB within forty-five (45) days after
receipt of properly completed invoices.
EXPENSES:
The State will NOT pay for any travel expenses, including hotel, mileage, meals,
parking, etc.
PROJECT CONTACTS:
The designated Agency Project Manager is:
Stephanie Jeppesen
DTMB
(517) 335-6899
JeppesenS@Michigan.gov
The designated DTMB Project Manager is:
Brenda Waier
DTMB
Cybersecurity and Infrastructure Protection
MSP Headquarters
7150 Harris Drive
Dimondale, MI 48821
(517) 241-0344
WaierB@Michigan.gov
STATE OF MICHIGAN
CENTRAL PROCUREMENT SERVICES
Department of Technology, Management, and Budget
320 S. WALNUT ST., LANSING, MICHIGAN 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
Change Notice Number
34
to
Contract Number
071B1300071
SissonR@Michigan.gov
Reid Sisson
Lauren Stempek
gjbruggen@us.ibm.com
Gregory Bruggen
Armonk, NY 10504-1722
IBM CORPORATION
CV0001848
913-424-2901
New Orchard Drive
(517) 243-4008
STATE
Program
Manager
Contract
Administrator
CONTRACTOR
517-241-1638
DTMB
stempekl@michigan.gov
$154,186,870.19
October 1, 2010
December 31, 2024
MAINTENANCE AND SUPPORT
November 30, 2017
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
5 - 1 Year
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
☐
P-Card
☐
PRC
☐
Other
☒
Yes
☐
No
MINIMUM DELIVERY REQUIREMENTS
DESCRIPTION OF CHANGE NOTICE
OPTION
LENGTH OF OPTION
EXTENSION
LENGTH OF EXTENSION
REVISED EXP. DATE
☐
☐
December 31, 2024
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$0.00
$154,186,870.19
Effective 11/17/2023, this contract hereby incorporates the attached amendment No. 4A, which is revising Change Notice 33,
Amendment No. 4 To the June 2019 Ordering Document to the Software and Services Special Option, Schedule A4, Table 1 -
IPAA Subscription License Upgrade Programs, to correct the Subscription License Part Number from D28ALL to now be
D268ALL.
Additionally, in Amendment No. 4 To the June 2019 Ordering Document to the Software and Services Special Option, Schedule
A4, Table 2 - Qualifying Program Entitlements, the Qualifying Entitlement E0MIHLL is updated to identify that it was not
previously part of the ELA.
All other terms, conditions, specifications and pricing remain the same. Per contractor and agency agreement, and DTMB
Procurement approval.
INITIAL EXPIRATION DATE
INITIAL EFFECTIVE DATE
DESCRIPTION
CONTRACT SUMMARY
MULTI
Amendment No. 4A to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #4A to June 2019 Ordering Document to the SSSO.
IBM Confidential
Page 1 of 2
The purpose of Amendment #4A is to correct two scrivener’s errors in Amendment #4. This is strictly an
administrative correction. There is no change in the value of the Agreement of obligations thereof with respect to
either party. The administrative changes are listed below.
1.
Correct the Subscription License Part Number listed in Table 1 of Schedule A4. D268ALL is replacing the
previous incorrect part listed as D28ALL. The updated table is included in Schedule A4 below.
2.
Identify that one of the Qualifying Entitlements (E0MIHLL) was not previously part of the Agreement. Table 2
in Schedule A4 has been updated to include a field to indicate which parts were previously part of the
Agreement. The updated table is included in Schedule A4 below.
Amendment No. 4A to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #4A to June 2019 Ordering Document to the SSSO.
IBM Confidential
Page 2 of 2
Schedule A4:
Table 1
– IPAA Subscription License Upgrade Programs
Subscription
License Part
Number
Product Description
Quantity
Subscription
Upgrade Term
Start Date
Subscription
Upgrade Term
End Date
D268ALL
IBM Cloud Pak for Integration Virtual Processor Core
Subscription License Upgrade
284
October 31,
2023
December 30,
2024
Table 2 – Qualifying Program Entitlements
Part of
Current
Agreement
S&S Part
Number
Description
Quantity
S&S
Coverage
End Date
Yes
E02AULL
IBM App Connect Enterprise Processor Value Unit (PVU) Annual SW Subscription &
Support Renewal 12 Months
4,340
10/31/2023
Yes
E0KHQLL
IBM DataPower Gateway Virtual Edition for Non Production Environment Processor
Value Unit Annual Software Subscription & Support Renewal
3,080
10/31/2023
Yes
E0KHULL IBM DataPower Gateway Virtual Edition Processor Value Unit Annual Software
Subscription & Support Renewal
4,200
10/31/2023
No
E0MIHLL
IBM API Connect Enterprise Processor Value Unit (PVU) Annual SW Subscription &
Support Renewal 12 Months
1,120
10/31/2023
STATE OF MICHIGAN
CENTRAL PROCUREMENT SERVICES
Department of Technology, Management, and Budget
320 S. WALNUT ST., LANSING, MICHIGAN 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
Change Notice Number
33
to
Contract Number
071B1300071
SissonR@Michigan.gov
Reid Sisson
Lauren Stempek
gjbruggen@us.ibm.com
Gregory Bruggen
Armonk, NY 10504-1722
IBM CORPORATION
CV0001848
913-424-2901
New Orchard Drive
(517) 243-4008
STATE
Program
Manager
Contract
Administrator
CONTRACTOR
517-241-1638
DTMB
stempekl@michigan.gov
$153,884,467.05
October 1, 2010
December 31, 2024
MAINTENANCE AND SUPPORT
November 30, 2017
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
5 - 1 Year
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
☐
P-Card
☐
PRC
☐
Other
☒
Yes
☐
No
MINIMUM DELIVERY REQUIREMENTS
DESCRIPTION OF CHANGE NOTICE
OPTION
LENGTH OF OPTION
EXTENSION
LENGTH OF EXTENSION
REVISED EXP. DATE
☐
☐
December 31, 2024
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$302,403.14
$154,186,870.19
Effective 10/10/2023, this contract hereby adds funding in the amount of $302,403.14 to modernize DHHS’s licenses to now
be subscription based for Business Integration Cloud Pak in FileNet, as described in the attached Amendment #4.
Additionally,
this change is for a 14 month license to co-term with the current IBM agreement.
All other terms, conditions, specifications, and pricing remain the same. Per contractor and agency agreement, DTMB
Procurement approval, and State Administrative Board approval on 10/10/2023.
INITIAL EXPIRATION DATE
INITIAL EFFECTIVE DATE
DESCRIPTION
CONTRACT SUMMARY
MULTI
Michigan.gov/MiProcurement
AMENDMENT NO. 4 TO THE JUNE 2019
ODERING DOCUMENT TO THE SOFTWARE
AND SERVICES SPEICAL OPTION
Amendment #4 to June 2019 Ordering Document to the SSO
1
Requesting Department:
D
epartment of
H
ealth and
H
uman
S
ervices
This Amendment #4 to the June 2019 Ordering Document (“Amendment #4”) is
effective when signed by all parties and provides special options with respect to the
terms of the Software and Services Special Option (the “SSSO”), which is contained
within Contract No. 071B1300071 (collectively the “Agreement”), dated as of
September 29, 2010, and any changes thereto agreed to in writing prior to the
execution of this Ordering Document. Capitalized terms used in this Amendment #4,
the definitions which are not found in this Ordering Document, are defined in the
Agreement.
1.
Contract Term
This Amendment #4 starts on October 31, 2023 (the “Amendment #4 Start Date”) and
remains in effect up to and including December 31, 2024 (the “Amendment #4 End
Date”), unless earlier terminated as provided herein.
2.
Eligible Programs
The Programs that qualify for the terms of this Amendment #4 (“Eligible Programs”) are
the Programs listed on the Product List (Schedule A4) which is attached to and made
part of this Amendment #4 (the “Listed Programs”)
3.
Subscription License Program Upgrades
Client has acquired an upgrade from qualifying IBM Program license entitlements
identified on
Schedule A4 - Table 2 Qualifying Program Entitlements (“Qualifying
Program Entitlements
”) with active IBM S&S to a Subscription License Upgrade
program (a “
Subscription Upgrade
”), as listed on
Schedule A4 - Table 1
Subscription License Upgrade Programs
for a specified committed term (the
“Subscription Upgrade Term”).
Client may use the Qualifying Program Entitlements and the Subscription Upgrades in
any deployment combination up to the total number of entitlements purchased for the
Subscription Upgrades.
Subscription Upgrade programs cannot be terminated by Client during the Subscription
Upgrade Term, except in the event of a non-appropriation.
The previously billed, future S&S associated with the Qualifying Program Entitlements
will be result in a credit in the amount of
$117,941.28
for the period of November 1,
Michigan.gov/MiProcurement
AMENDMENT NO. 4 TO THE JUNE 2019
ODERING DOCUMENT TO THE SOFTWARE
AND SERVICES SPEICAL OPTION
Amendment #4 to June 2019 Ordering Document to the SSO
2
2023 to December 31, 2023. This credit amount is included in the Charges due
October 31, 2023 for this Amendment #4.
If Client selects to not renew the Subscription Upgrades Client may continue to use the
Qualifying Program Entitlements at the Program version level at the end of the
Subscription Upgrade Term. If Client elects to resume IBM Software Subscription and
Support for the Qualifying Program Entitlements, Client must acquire it, at then current
prices.
IBM may withdraw a Subscription License Upgrade Program at any time. For Clients
whose Subscription Upgrade Term extends past the withdrawal date, Client retains the
right to use Subscription License Upgrade Programs at the quantity Client licensed
before the withdrawal date. IBM will continue to provide support until the end of the
Subscription Upgrade Term or work with the Client to establish an alternative solution.
Except for Subscription Upgrades acquired as part of this Amendment #4, Client may
not use acquired bundled programs or Subscription Licenses to replace IBM Program
S&S.
4.
Charges
Section 7. Charges of Ordering Document Amendment #3 is deleted in its entirety and
replaced with the following.
The Ordering Document Amendment #4 Charges includes the Ordering Document
Amendment #3 Charges and any additional or modified charges due to program
acquisitions and upgrades purchased under Amendment #4 to the June 2019 Ordering
Document. The Ordering Document Amendment #4 Charges listed in the following
table will be invoiced to the State of Michigan and are due on or before the following
dates and payable in accordance with the Agreement:
Due Date
Amount Due
Status
December 31, 2021
$1,868,165.97
Existing
June 30, 2022
$4,795,803.21
Existing
December 31, 2022
$8,835,673.56
Existing
October 31, 2023
$1,010,209.22
New
December 31, 2023
$8,127,867.48
Modified
Total
$24,637,719.44
Michigan.gov/MiProcurement
AMENDMENT NO. 4 TO THE JUNE 2019
ODERING DOCUMENT TO THE SOFTWARE
AND SERVICES SPEICAL OPTION
Amendment #4 to June 2019 Ordering Document to the SSO
3
For clarity, the charges in the table above represent all of the charges for all the
products acquired and/or upgraded in Ordering Document Amendment #3 and
Amendment #4.
Included in the Total Charges for the Listed Programs are charges for any applicable
S&S for the Listed Programs and such S&S has a coverage period as stated in
Ordering Document Amendment #3 Schedule A and B, and Schedule A4 to
Amendment #4.
The following table is for informational purpose only at the request of the Client.
2022-2023
DHHS S&S
Cost
2023-2024
DHHS
Modernization
Cost
Incremental
Increase
Previously
Billed S&S
Credit
(11/1/23 –
12/31/23)
Net
Increase
Year Over
Year
Additional
Amount to
Co-Term
With ELA (+
2 Mon)
Total Net
New Cost
$707,806.08
$962,859.60
$255,053.52 $117,941.28 $844,918.32 $165,290.90
$302,403.14
5.
Payment
Section 8. Payment of Ordering Document Amendment #3, is deleted and replaced in
its entirety with the following:
Unless otherwise agreed to by the State in writing, the State will issue a written
Purchase Order to order any products, services, or deliverables under this Agreement.
Notwithstanding the foregoing sentence, undisputed invoices will be due and payable by
the State, in accordance with the State’s Prompt Payment Act as specified in 1984 PA
279, MCL 17.51 et seq., within 45 days after receipt, provided the State determines that
the invoice was properly rendered. The State is exempt from State sales tax for direct
purchases and may be exempt from federal excise tax, if products, services, and
deliverables purchased under this Agreement are for the State’s exclusive use.
.
The State has provided IBM its tax exempt certificate.
The parties agree that this Amendment #4 and the Agreement, including all Associated
Documents is the complete agreement between us and replaces any prior oral and/or
written communications between us concerning this subject matter. By signing below,
Michigan.gov/MiProcurement
AMENDMENT NO. 4 TO THE JUNE 2019
ODERING DOCUMENT TO THE SOFTWARE
AND SERVICES SPEICAL OPTION
Amendment #4 to June 2019 Ordering Document to the SSO
4
the parties agree to the terms of this Amendment #4, the Agreement as expressly
modified herein and the Associated Documents. If there is a conflict among terms of this
Amendment #4 and those of the Agreement or the Associated Documents, for the
purposes of this Amendment #4, those of this Amendment #4 prevail.
This prices and terms of this Amendment #4 will not become effective unless Client
returns a signed copy of this Amendment #4 with Client’s order before
October 31,
2023, or it is void.
Schedule A4:
Table 1
– IPAA Subscription License Upgrade Programs
Subscription
License Part
Number
Product Description
Quantity
Subscription
Upgrade
Term Start
Date
Subscription
Upgrade Term
End Date
D28ALL
IBM Cloud Pak for Integration Virtual Processor
Core Subscription License Upgrade
284
October 31,
2023
December 30,
2024
Table 2 – Qualifying Program Entitlements
S&S Part
Number
Description
Quantity
S&S
Coverage
End Date
E02AULL
IBM App Connect Enterprise Processor Value Unit (PVU) Annual SW Subscription &
Support Renewal 12 Months
4,340
10/31/2023
E0KHQLL
IBM DataPower Gateway Virtual Edition for Non Production Environment Processor
Value Unit Annual Software Subscription & Support Renewal
3,080
10/31/2023
E0KHULL
IBM DataPower Gateway Virtual Edition Processor Value Unit Annual Software
Subscription & Support Renewal
4,200
10/31/2023
E0MIHLL
IBM API Connect Enterprise Processor Value Unit (PVU) Annual SW Subscription &
Support Renewal 12 Months
1,120
10/31/2023
STATE OF MICHIGAN
CENTRAL PROCUREMENT SERVICES
Department of Technology, Management, and Budget
320 S. WALNUT ST., LANSING, MICHIGAN 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
Change Notice Number
32
to
Contract Number
071B1300071
SissonR@Michigan.gov
Reid Sisson
Lauren Stempek
gjbruggen@us.ibm.com
Gregory Bruggen
Armonk, NY 10504-1722
IBM CORPORATION
CV0001848
913-424-2901
New Orchard Drive
(517) 243-4008
STATE
Program
Manager
Contract
Administrator
CONTRACTOR
517-241-1638
DTMB
stempekl@michigan.gov
$153,884,467.05
October 1, 2010
December 31, 2024
MAINTENANCE AND SUPPORT
November 30, 2017
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
5 - 1 Year
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
☐
P-Card
☐
PRC
☐
Other
☒
Yes
☐
No
MINIMUM DELIVERY REQUIREMENTS
DESCRIPTION OF CHANGE NOTICE
OPTION
LENGTH OF OPTION
EXTENSION
LENGTH OF EXTENSION
REVISED EXP. DATE
☐
☐
December 31, 2024
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$0.00
$153,884,467.05
Effective 6/28/2023, this contract hereby incorporates the attached Statement of Work for Solution Architecture Services, as a
part of the IBM Cloud Integration Expert Labs accelerator services. No funds are needed per Change Notice 21, Amendment to
June 2019 Ordering Document to the Software and Services Special Option, “4. Changes to the June 2019 Ordering
Document” using $57,000 in available CBA funds.
All other terms, conditions, specifications and pricing remain the same. Per contractor and agency agreement, and DTMB
Central Procurement Services approval.
INITIAL EXPIRATION DATE
INITIAL EFFECTIVE DATE
DESCRIPTION
CONTRACT SUMMARY
MULTI
Michigan.gov/MiProcurement
STATEMENT OF WORK -
IT CHANGE NOTICE
Version 2 (3/2021)
1
Project Title:
Cloud Pak for Integration Non-SaaS - IBM Expert Labs
Requesting Department:
DTMB
Date
:
06/28/23
Agency Project Manager:
Sunil Polavarapu
Phone
:
(517) 388-2437
DTMB Project Manager:
Reid Sisson
Phone
:
(517) 241-1638
SCOPE OF WORK:
Per Change Notice 21 on Master Agreement (MA) 071B1300071 for the use of
$57,000.00 in CBA “Additional Funds”, IBM Expert Labs will deliver to the State of
Michigan (SoM), solution architecture services, as apart of the IBM Cloud Integration
Expert Labs accelerator services as described in the table below:
Line
Item
Part
Number
Quantity
Unit Price
Per Use
Total
Amount
1
D02DBZX 3
$19,000.00 $57,000.00
ACCEPTANCE CRITERIA:
IBM will have fulfilled its obligations under this Statement of Work when the deliverables
have been approved per section 2.253 of the MA # 071B1300071, Approval of
Delivables.
EXPENSES:
The State will NOT pay for any travel expenses, including hotel, mileage, meals,
parking, etc.
PROJECT CONTACTS:
The designated Agency Project Manager is:
Sunil Polavarapu
DTMB
320 S Walnut St.,
Lansing, MI 48933
Michigan.gov/MiProcurement
STATEMENT OF WORK -
IT CHANGE NOTICE
Version 2 (3/2021)
2
517-388-2437
polavarapus1@michigan.gov
The designated DTMB Project Manager is:
Reid Sisson
DTMB
Westshire Dr.,
Lansing, MI 48917
(517) 241-1638
SissonR@Michigan.gov
STATE OF MICHIGAN
CENTRAL PROCUREMENT SERVICES
Department of Technology, Management, and Budget
320 S. WALNUT ST., LANSING, MICHIGAN 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
Change Notice Number
31
to
Contract Number
071B1300071
SissonR@Michigan.gov
Reid Sisson
Lauren Stempek
gjbruggen@us.ibm.com
Gregory Bruggen
Armonk, NY 10504-1722
IBM CORPORATION
CV0001848
913-424-2901
New Orchard Drive
(517) 243-4008
STATE
Program
Manager
Contract
Administrator
CONTRACTOR
517-241-1638
DTMB
stempekl@michigan.gov
$153,884,467.05
October 1, 2010
December 31, 2024
MAINTENANCE AND SUPPORT
November 30, 2017
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
5 - 1 Year
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
☐
P-Card
☐
PRC
☐
Other
☒
Yes
☐
No
MINIMUM DELIVERY REQUIREMENTS
DESCRIPTION OF CHANGE NOTICE
OPTION
LENGTH OF OPTION
EXTENSION
LENGTH OF EXTENSION
REVISED EXP. DATE
☐
☐
December 31, 2024
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$0.00
$153,884,467.05
Effective 6/27/2023, this contract hereby incorporates the attached Statement of Work for the use of $97,574.40 in existing
funds to cover the API Connect Enterprise PVU SW Subscription and Support reinstatement for 12 months for MDHHS.
All other terms, conditions, specifications and pricing remain the same. Per contractor and agency agreement, and DTMB
Central Procurement Services approval.
INITIAL EXPIRATION DATE
INITIAL EFFECTIVE DATE
DESCRIPTION
CONTRACT SUMMARY
MULTI
Michigan.gov/MiProcurement
STATEMENT OF WORK -
IT CHANGE NOTICE
Version 2 (3/2021)
1
Project Title:
IBM API Connect Enterprise PVU SW Subscription &
Support
Period of Coverage:
5/10/2023 – 5/31/2024
Requesting Department:
DTMB AS MDHHS ADS on behalf of MDHHS
Date
:
06/27/23
Agency Project Manager:
Duane Kerkstra
Phone
:
(248) 660-0132
DTMB Project Manager:
Reid Sisson
Phone
:
(517) 241-1638
SCOPE OF WORK:
IBM will provide Software and Services for the IBM API Connect Enterprise
Processor Value Unit (PVU) SW Subscription & Support Reinstatement for 12
months as described in the table below:
Line
Item
Part
Number
Quantity
Points
Unit SVP
Price
Discounted
Unit Price
Total
Amount
1
D1LLTLL
1,120
1,120.00
$206.60
$87.12
$97,574.40
ACCEPTANCE CRITERIA:
IBM will have fulfilled its obligations under this Statement of Work when the deliverables
have been approved per section 2.253 of the MA # 071B1300071, Approval of
Delivables.
PAYMENT SCHEDULE:
Payment will be made on a satisfactory acceptance of each deliverable basis. DTMB will
pay CONTRACTOR upon receipt of properly completed invoice(s) which shall be
submitted to the billing address on the State issued purchase order not more often than
monthly. DTMB Accounts Payable area will coordinate obtaining Agency and DTMB
Project Manager approvals. All invoices should reflect actual work completed by payment
date and must be approved by the Agency and DTMB Project Manager prior to payment.
The invoices shall describe and document to the State’s satisfaction a description of the
work performed, the progress of the project, and fees. When expenses are invoiced,
receipts will need to be provided along with a detailed breakdown of each type of expense.
Michigan.gov/MiProcurement
STATEMENT OF WORK -
IT CHANGE NOTICE
Version 2 (3/2021)
2
Payment shall be considered timely if made by DTMB within forty-five (45) days after
receipt of properly completed invoices.
EXPENSES:
The State will NOT pay for any travel expenses, including hotel, mileage, meals,
parking, etc.
PROJECT CONTACTS:
The designated Agency Project Manager is:
Duane Kerkstra
DTMB
235 S Grand Ave
Lansing, MI 48933
248-660-0132
kerkstrad@michigan.gov
The designated DTMB Project Manager is:
Reid Sisson
DTMB
Westshire Dr.,
Lansing, MI 48917
(517) 241-1638
SissonR@Michigan.gov
This purchase order is a release from Contract Number
071B1300071
. This
purchase order, statement of work, and the terms and conditions of Contract
Number
071B1300071
. constitute the entire agreement between the State and the
Contractor.
STATE OF MICHIGAN
CENTRAL PROCUREMENT SERVICES
Department of Technology, Management, and Budget
320 S. WALNUT ST., LANSING, MICHIGAN 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
Change Notice Number
30
to
Contract Number
071B1300071
SissonR@Michigan.gov
Reid Sisson
Lauren Stempek
gjbruggen@us.ibm.com
Gregory Bruggen
Armonk, NY 10504-1722
IBM CORPORATION
CV0001848
913-424-2901
New Orchard Drive
(517) 243-4008
STATE
Program
Manager
Contract
Administrator
CONTRACTOR
517-241-1638
DTMB
stempekl@michigan.gov
$153,884,467.05
October 1, 2010
December 31, 2024
MAINTENANCE AND SUPPORT
November 30, 2017
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
5 - 1 Year
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
☐
P-Card
☐
PRC
☐
Other
☒
Yes
☐
No
MINIMUM DELIVERY REQUIREMENTS
DESCRIPTION OF CHANGE NOTICE
OPTION
LENGTH OF OPTION
EXTENSION
LENGTH OF EXTENSION
REVISED EXP. DATE
☐
☐
December 31, 2024
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$0.00
$153,884,467.05
Effective 6/27/2023, this contract hereby incorporates the attached Statement of Work for Qradar Services, to be performed by
IBM Software Lab Services. No funds are needed per Change Notice 25, Amendment 2, "4. Additional Funds". Using
$99,395.00 of the "Additional Funds", leaving $78,105.00 remaining.
All other terms, conditions, specifications and pricing remain the same. Per contractor and agency agreement, and DTMB
Central Procurement Services approval.
INITIAL EXPIRATION DATE
INITIAL EFFECTIVE DATE
DESCRIPTION
CONTRACT SUMMARY
MULTI
Michigan.gov/MiProcurement
STATEMENT OF WORK -
IT CHANGE NOTICE
Version 2 (3/2021)
1
Project Title:
QRadar User Behavior Analytics Services
QRadar Data Migration Services
QRadar Instructor-Led Training Services
Agency Project Manager:
Stephanie Jeppesen
Phone
:
(517) 335-6899
DTMB Project Manager:
Reid Sisson
Phone
:
(517) 241-1638
SCOPE OF WORK:
IBM will deliver the below to the State of Michigan (SoM), per Change Notice 25 on
Master Agreement (MA) 071B1300071 “Additional Funds”.
a. QRadar consulting and tuning services focused on the User Behavior Analytics
(UBA) application
b. QRadar consulting services focused on migration up to two hundred fifteen (215)
TB of historical event data from non-production Data Nodes to production Data
Nodes or other Managed Hosts.
c. Configure up to three (3) QRadar Data Node appliance(s) in production, whether
virtual or physical, for this engagement.
d. Instructor-Led Training
DELIVERABLES:
Deliverables will not be considered complete until the Agency Project Manager has
formally accepted them. Deliverables for this project include the following Activities:
Activity 1 – Engagement Management
IBM will designate a person to perform as the IBM Engagement Manager to whom
all Project communications will be addressed. The Engagement Manager will
provide the project coordination activites listed below:
a. Working with SoM project manager to schedule and staff the engagement
b. Conduct Project Kickoff – Intros and Roles, Scope, High Level Timeline, Next
Steps, Weekly status calls and reports
c. Establish documentation and procedural standards for deliverable Materials and
Sign-off/acceptance
d. Review the Statement of Work and the contractual responsibilities of both parties
with SoM’s Project Manager.
Michigan.gov/MiProcurement
STATEMENT OF WORK -
IT CHANGE NOTICE
Version 2 (3/2021)
2
e. Maintain project communications through SoM’s Project Manager
f. Coordinate the establishment of the project environment and project or technical
prerequisites
g. Facilitate Customer Deliverable Reviews and Acceptance
h. Address any invoicing issues/milestone billings
i. Be the single point of contact for the SoM for this project and assist with
scheduling technical calls, coordinating activities, defining and executing change
requests and end date extensions
j. Facilitate product support resolution/escalations
k. Perform other administratve tasks as required
l. Facilitate Customer Responsibility Handoff
m. Perform the Project Clouse out and request NPS Survey
Deliverable Materials
Status Reports
, delivered as one (1) copy in
softcopy
format, is advising
SoM Project Manager of the progress and status of the IBM activities. The
report will outline the IBM activities and describe the status of tasks worked
on during that period. Significatn accomplishments, milestones, and problems
identified.
This report may include the following:
a. Activities performed during the reporting period
b. Activites planned for the next reporting period
c. Project change control summary
d. Problems, concerns, and recommendations
e. Project financials including budget used and remaining
f. Key resource or other requirements for reporting periods
g. Other items of importance
Raid Log
, delivered as one (1) copy in softcopy format, will organize the
risks, actions, issues, and decisions made that could potentially impact the
successful delivery of the overall project. This document may be standalone
or could be incorporated into the regular status reports.
This report may include the following:
Michigan.gov/MiProcurement
STATEMENT OF WORK -
IT CHANGE NOTICE
Version 2 (3/2021)
3
a. The risk log records information such as triggers, probability, impact,
mitigation, owner, et cetera for things that could go wrong but have not yet
occurred.
b. The actions log records information such as owner, due date, completion
date, et cetera for things that need to be done.
c. The issues log records information such as issue description, owner,
resolution, et cetera for known problems that have occurred (if a risk
triggers, it becomes an issue as well).
d. The decision log records information such as decision description, date,
who decision was made by for decisions made in the project/program.
Activity 2 – QRadar UBA Workaround
IBM will implement the potential UBA leading $ username workaround in the existing
QRadar lab environment and if successful, in the existing QRadar production
environment. This includes the following:
a. Implement the potential UBA leading $ username workaround in the lab
b. Setup LDAP pull for LDAP Reference-data tool in the lab
c. Test the potential UBA leading $ username workaround in the lab
d. If successful in the lab, implement the potential UBA leading $ username
workaround in production
Deliverable Materials
Engagement Summary
, delivered as one (1) copy in
softcopy
format,
captures the results of this services engagement.
This report typically includes:
a. Existing challenges (system performance issues, licensing limitations,
false positivies, lack of skilled resources to manage, etc.)
b. Corrective actions taken, or recommendations for addressing issues
c. Summary of activities completed
Activity 3 – QRadar UBA Tuning
IBM will perform tuning on the UBA app. This includes the following tasks:
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a. Adjust identity sources as necessary
b. Coalesce necessary fields
c. Disable unused UBA rules
d. Enable UBA rules that will attend to your business needs
e. Adjust up to eighteen (18) UBA sense scores
f. Adjust building blocks to reduce false positivies
g. Create UBA watchlists that will attend to your business needs
h. Adjust UBA metrics:
(1) Risk thresholds
(2) Risk-decay
(3) Account Intervals
i. Enable and configure up to three (3) machine-learning algorithms and adjust up
to six (6) machine-learning models;
j. Adjust UBA user investigation dashboard fields
(1) Perform additional consulting activities as time permits
Deliverable Materials
Engagement Summary
, delivered as one (1) copy in
softcopy
format,
captures the results of this services engagement.
This report typically includes:
a. Existing challenges (system performance issues, licensing limitations,
false positivies, lack of skilled resources to manage, etc.)
b. Corrective actions taken, or recommendations for addressing issues
c. Summary of activities completed
Activity 4 – QRadar Data Migration Workshop
In this activity, IBM will assist the State with capturing a summary outlining the
activities, accomplishments, Ideas/Requests for Enhancements, any outstanding
questions and or due outs resulting from the workshop. Additionally, IBM will assist
the State with creating a source to destination data migration plan. The specific
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approach to be taken will be documented in the QRadar data migration plan. This
activity includes the following tasks:
a.
Conduct requirements gathering session to create data migration plan for
source historical data.
b.
Mutually agree upon the priority of data transfer e.g., newest to oldest,
during the data migration workshop.
c.
Activity Completion criteria will be defined with key stakeholders and
mutually agreed upon for the data migration activities during the workshop.
Deliverable Materials:
Workshop Summary
Purpose:
Workshop Summary -
To capture a summary outlining the activities, accomplishments,
Ideas/Requests for Enhancements, any outstanding questions and or due
outs resulting from the Workshop.
Content:
A summary document outlining the activities, accomplishments,
Ideas/Requests for Enhancements, any outstanding questions and or due
outs resulting from the Workshop.
Delivery:
IBM will deliver one copy of this in
softcopy
format.
Activity 5 - QRadar Data Migration
In this activity, IBM will assist you to migrate the existing QRadar SIEM data from
the non-production Data Nodes to production Data Nodes or other Managed
Hosts. The specific approach to be taken will be documented in the QRadar
migration plan. This activity includes the following tasks:
d.
Assist to transfer up to two hundred fifteen (215)
TB of data to production
Data Nodes or other Managed Hosts.
e.
Migrate the existing QRadar data from the non-production Data Nodes to
production Data Nodes or other Managed Hosts
f.
Validate migrated data
g.
Data Node rebalancing, if needed
Deliverable Materials:
Migration Status Report(s) and Migration Completion
Checklist
●
Migration Status Report(s)
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IBM will provide migration status reports advising Customer Project Manager of
the progress and status of the IBM activities. The report will outline the IBM
activities and describe the status of tasks worked on during that period.
Significant accomplishments and problems will be identified.
Content:
The report may include the following:
h.
Activities performed during the reporting period
i.
Activities planned for the next reporting period
j.
Problems, concerns, and recommendations
k.
Other items of importance
Delivery:
IBM will deliver one copy of this document in
softcopy
format.
●
Migration Completion Checklist
IBM will provide a migration completion checklist advising Customer Project
Manager of the completion of the IBM migration activity.
Content:
The checklist may include the following:
l.
Migration of up to maximum amount of historical event data in the
scope
m. Validation of up to maximum amount of historical event data in the
scope
n.
Rebalancing of Data Nodes, if necessary
o.
Other items of importance
Delivery:
IBM will deliver one copy of this document in
softcopy
format.
Activity 6 – Instructor-Led (ILT) Classes
IBM will provide instructor-led classes for class sizes of 1-6 students and 1-12
students. Courses include student course materials, an expert instructor, and access
to an eLab, which is a fully configured software environment where each student can
complete hands-on labs.
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The QRadar SIEM courses available are listed below. The courses are for QRadar
SIEM V7.4.3. An update to V7.5 is currently in progress, expected at the end of June
2023.
Role
Course
Duration
Delivery Method/ Course
codes
ILT = Instructor-led
SPVC = Self-paced w/labs
WBT = Self-paced (no labs)
•
Security Analyst
•
Security Technical Architect
•
Offense Manager
•
Network and System
Administrators
IBM QRadar SIEM Foundations
or
IBM QRadar SIEM Foundations –
Self-Paced Virtual Course
24 hours
(3 days)
ILT (BQ104G)
SPVC (BQ104XG) (self-
paced, non-instructor led
training, available via a
Learning Subscription)
•
Security Analyst
•
Security Administrator
IBM QRadar SIEM Advanced Topics
or
IBM QRadar SIEM Advanced Topics
– Self-Paced Virtual Course
16 hours
(2 days)
ILT (BQ204G)
SPVC (BQ204XG) (self-
paced, non-instructor led
training, available via a
Learning Subscription)
•
Deployment Professional
IBM Security QRadar v7.4.3
Deployment Professional
4 hours
Web-based training
(BQ650G)
ACCEPTANCE CRITERIA:
IBM will have fulfilled its obligations under this Statement of Work when the deliverables
have been approved per section 2.253 of the MA # 071B1300071, Approval of
Delivables.
PAYMENT SCHEDULE:
Payment will be made on a satisfactory acceptance of each deliverable basis. DTMB will
pay CONTRACTOR upon receipt of properly completed invoice(s) which shall be
submitted to the billing address on the State issued purchase order not more often than
monthly. DTMB Accounts Payable area will coordinate obtaining Agency and DTMB
Project Manager approvals. All invoices should reflect actual work completed by payment
date and must be approved by the Agency and DTMB Project Manager prior to payment.
The invoices shall describe and document to the State’s satisfaction a description of the
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work performed, the progress of the project, and fees. When expenses are invoiced,
receipts will need to be provided along with a detailed breakdown of each type of expense.
Payment shall be considered timely if made by DTMB within forty-five (45) days after
receipt of properly completed invoices.
EXPENSES:
The State will NOT pay for any travel expenses, including hotel, mileage, meals,
parking, etc.
PROJECT CONTACTS:
The designated Agency Project Manager is:
Stephanie Jeppesen
DTMB
(517) 335-6899
JeppesenS@Michigan.gov
The designated DTMB Project Manager is:
Reid Sisson
DTMB
Westshire Dr.,
Lansing, MI 48917
(517) 241-1638
SissonR@Michigan.gov
Point of Contact:
The State of Michigans designated person to be the SoM’s Project Manager will be
the focal point for IBM communications relative to this project and will have the
authority to act on behalf of the SoM in all matters regarding this project. The SoM’s
Project Manager will be responsible for the following:
1. Manage SoM personnel and responsibilities
2. Serve as the interface between IBM and all SoM departments participating in
this project
3. Administer the Project Change Control Procedure with the IBM Project
Manager
4. Participate in project status meetings
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5. Help resolve deviations from the estimated schedule
6. Help resolve project issues and escalate issues within SoM as necessary
The State of Michigan Agrees To
:
a. Make appropriatre personnel available to assist IBM In the performance of IBM’s
responsbilites
b. Supply all prerequisite hardware and software to be used during the performance
of this SOW as identified by IBM. This does not include any hardware or software
normally used by IBM consultants in the performance of their day-to-day
responsibilities with IBM.
c. Ensure that current maintenance, license, and other applicable agreements are
in place with third parties whose work may affect IBM’s ability to provide the
Services. Unless specifically agreed to otherwise in writing, the SoM is
responsible for the management and performance of the third parties, and for
any third pary hardware, software or communications equipment used in
connection with the services
d. Be responsible for the identification of, interpretation of, and compliance with, any
applicable laws, regulations, and statutes that affect your existing systems,
applications, programs, or data to which IBM will have access during the
Services, including applicable data privacy, export, import laws and regulations,
and product safety and regulatory compliance for non-IBM products including
those recommended by IBM. The SoM is solely resposnble for obtaining advice
of legal consel as to the compliance with such laws, and regulations
e. Obtain any necessary consents and take any other actions required by
applicable laws, including but not limited to data privacy laws, prior to disclosing
any of SoM employee information or other personal information or data to IBM.
SoM also agress that with respect to data that is transferred or hosted, SoM is
responsible for ensuring that all such data adheres to the laws and regulations
governing such data
f. Be responsible for any data and the content of any database, the selection and
implementation of procedures and controls regarding its access and, use, backup
and recovery and security of the stored data. This security will also include any
procedures necessary to safeguard the integrity and security of software and
data used in the Services from access by unauthorized personnel
g. if IBM requires access to your production systems, provide the required hardware
(either an assigned desktop or laptop system) for such access. Any hardware
provided for this access will be secured at your location when not in use by IBM.
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LOCATION OF WHERE THE WORK IS TO BE PERFORMED:
Services will be provided virtually.
EXPECTED CONTRACTOR WORK HOURS AND CONDITIONS:
Work hours are not to exceed eight (8) hours a day, forty (40) hours a week. Normal
working hours of 8:00 am to 5:00 pm are to be observed unless otherwise agreed to in
writing.
No overtime will be permitted.
This purchase order is a release from Contract Number
071B1300071
. This
purchase order, statement of work, and the terms and conditions of Contract
Number
071B1300071
. constitute the entire agreement between the State and the
Contractor.
PROJECT PLAN:
The Services will be provided between an estimated start date of September, 1, 2023,
and an estimated end date of October, 30, 2023.
Time and Material Basis
:
The Services in Activities 1-6 will be conducted on a time and materials basis.
Charges for the Services defined in this SOW will be paid for by the Eligible Services
Credits on account as referenced in the Agreement.
The estimated hours for time and materials Services is provided below:
Resource
Estimated Number of Hours
Hourly Rate
Charges
QRadar Engagement Manager
26
$375.00
$9,750.00
QRadar Senior Consultant
75
$375.00
$28,125.00
QRadar Consultant
78
$340.00
$26,520.00
Total T&M Charges:
$64,395.00
Fixed Price Basis:
The Instructor-Led Training in Activity 7 will be provided on a fixed price basis, as
described in the following schedule:
Duration
Number of Students
Charges
Up to 5 Days (
IBM QRadar SIEM Foundations
and
IBM QRadar SIEM Advanced Topics)
1-12
$35,000.00
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Estimated T&M
$3,500.00
The total estimated professional services charges for this SoW are $99,395.00. All
charges are exclusive of any applicable taxes.
STATE OF MICHIGAN
CENTRAL PROCUREMENT SERVICES
Department of Technology, Management, and Budget
320 S. WALNUT ST., LANSING, MICHIGAN 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
Change Notice Number
29
to
Contract Number
071B1300071
SissonR@Michigan.gov
Reid Sisson
Lauren Stempek
gjbruggen@us.ibm.com
Gregory Bruggen
Armonk, NY 10504-1722
IBM CORPORATION
CV0001848
913-424-2901
New Orchard Drive
(517) 243-4008
STATE
Program
Manager
Contract
Administrator
CONTRACTOR
517-241-1638
DTMB
stempekl@michigan.gov
$153,884,467.05
October 1, 2010
December 31, 2024
MAINTENANCE AND SUPPORT
November 30, 2017
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
5 - 1 Year
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
☐
P-Card
☐
PRC
☐
Other
☒
Yes
☐
No
MINIMUM DELIVERY REQUIREMENTS
DESCRIPTION OF CHANGE NOTICE
OPTION
LENGTH OF OPTION
EXTENSION
LENGTH OF EXTENSION
REVISED EXP. DATE
☐
☐
December 31, 2024
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$0.00
$153,884,467.05
Effective 5/16/2023, this contract hereby incorporates the attached Statement of Work for 5 Red Hat Training Courses, to be
performed by IBM Software Lab Services. No funds are needed per Change Notice 25, Amendment 2, "4. Additional Funds".
All other terms, conditions, specifications and pricing remain the same. Per contractor and agency agreement, and DTMB
Central Procurement Services approval.
INITIAL EXPIRATION DATE
INITIAL EFFECTIVE DATE
DESCRIPTION
CONTRACT SUMMARY
MULTI
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Project Title:
Training Services – Red Hat
Requesting Department:
DTMB
Agency Project Manager:
Sunil Polavarapu
Phone
:
(517) 335-6669
DTMB Project Manager:
Reid Sisson
Phone
:
(517) 241-1638
SCOPE OF WORK:
IBM will deliver 5 private, custom, Red Hat Training courses virtually to State of
Michigan (SoM) staff, per Change Notice 25 on Master Agreement (MA) 071B1300071
“Additional Funds”.
DELIVERABLES:
Deliverables will not be considered complete until the Agency Project Manager has
formally accepted them. Deliverables for this project include the following 5 private
courses:
Course 1 - Custom Red Hat OpenShift (Virtual)
Course Code
CU-OCP-OS
Start Date
TBD
End Date
With in one year from the date of Change Notice signature
Duration
5 days
Hours
9:00am to 5:00pm (approx.) local time, unless otherwise agreed to
Students
up to 15
Language
English
Arrangements
None
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Course 2 – Red Hat OpenShift Development & Kubernetes (Virtual)
Course Code
DO180OS
Start Date
TBD
End Date
With in one year from the date of Change Notice signature
Duration
5 days
Hours
9:00am to 5:00pm (approx.) local time, unless otherwise agreed to
Students
up to 15
Language
English
Arrangements
None
Course 3 – Red Hat OpenShift Development I: Introduction to Containers with
Podman (Virtual)
Course Code
DO188OS
Start Date
TBD
End Date
With in one year from the date of Change Notice signature
Duration
4 days
Hours
9:00am to 5:00pm (approx.) local time, unless otherwise agreed to
Students
up to 15
Language
English
Arrangements
None
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Course 4 – Building Resilient Microservices with Istio and Red Hat OpenShift
Service Mesh (Virtual)
Course Code
DO328OS
Start Date
TBD
End Date
With in one year from the date of Change Notice signature
Duration
4 days
Hours
9:00am to 5:00pm (approx.) local time, unless otherwise agreed to
Students
up to 8
Language
English
Arrangements
None
Course 5 – Red Hat OpenShift Development II: Containerizing Applications
(Virtual)
Course Code
DO288OS
Start Date
TBD
End Date
With in one year from the date of Change Notice signature
Duration
5 days
Hours
9:00am to 5:00pm (approx.) local time, unless otherwise agreed to
Students
up to 15
Language
English
Arrangements
None
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Deliverable Materials
IBM/Red Hat will provide the State of Michigan with the deliverable Materials listed in
the above Project Scope section, which will be provided as Student Course
Materials. Student Course Materials include those Materials, created during the
Service performance period or otherwise (such as those that pre-exist the Service),
in which IBM or third parties have all right, title and interest (including ownership of
copyright). IBM will deliver one electronic copy (PDF) of the specified Materials to
the student attending the class. IBM grants the State of Michigan an irrevocable,
nonexclusive, worldwide, paid-up license for the student to use and display the
course materials. Student Course Materials may not be further copied or distributed.
Student Course Guide (if available per course)
Purpose
: Documentation to guide the student through the course and if
included associated course lab exercises.
Content
: Key learning points, steps for course lab exercises, if included
with the course.
Delivery
: IBM will provide an electronic copy (PDF) of this document.
ACCEPTANCE CRITERIA:
IBM will have fulfilled its obligations under this Statement of Work when the deliverables
have been approved per section 2.253 of the MA # 071B1300071, Approval of
Deliverables.
PAYMENT SCHEDULE:
Payment will be made on a satisfactory acceptance of each deliverable basis. DTMB will
pay CONTRACTOR upon receipt of properly completed invoice(s) which shall be
submitted to the billing address on the State issued purchase order not more often than
monthly. DTMB Accounts Payable area will coordinate obtaining Agency and DTMB
Project Manager approvals. All invoices should reflect actual work completed by payment
date and must be approved by the Agency and DTMB Project Manager prior to payment.
The invoices shall describe and document to the State’s satisfaction a description of the
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work performed, the progress of the project, and fees. When expenses are invoiced,
receipts will need to be provided along with a detailed breakdown of each type of expense.
Payment shall be considered timely if made by DTMB within forty-five (45) days after
receipt of properly completed invoices.
EXPENSES:
The State will NOT pay for any travel expenses, including hotel, mileage, meals,
parking, etc.
PROJECT CONTACTS:
The designated Agency Project Manager is:
Sunil Polavarapu
DTMB
320 S Walnut St.,
Lansing, MI 48933
(517) 335-6669
Polavarapus1@michigan.gov
The designated DTMB Project Manager is:
Reid Sisson
DTMB
515 Westshire Dr.,
Lansing, MI 48917
(517) 241-1638
SissonR@michigan.gov
AGENCY RESPONSIBILITIES:
SoM agrees not to copy IBM / Red Hat copyrighted material without prior written
consent.
SoM agrees not to use recording equipment in IBM/ Red Hat classes without prior
written consent.
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SoM agrees not to use IBM/ Red Hat trademarks, trade names, or other designators in
any promotion or publication without prior written consent.
Point of Contact:
The State of Michigan has designated a “Point of Contact”, to whom communications
relative to the Services will be addressed and who has the authority to act on the behalf
of the State of Michigan in all matters regarding this SOW. Communication and access
codes for all trainings will be provided by email to the designated Point of Contact
specified below:
Contact Name:
Sunil Polavarapu
Email Address:
Polavarapus1@Michigan.gov
Phone Number: (517) 335-6669
The Point of Contact is Responsible for:
a. Serve as the interface between IBM’s Point of Contact and all of the State of
Michigan’s departments participating in the Services;
b. Obtain and provide applicable information, data, consents, decisions and
approvals as required by IBM and per request to perform the Services, within two
business days of IBM’s request;
c. Help resolve Services issues and escalate issues within the State of Michigan for
resolution;
d. Administer the Project Change Control Procedure with the IBM Point of Contact;
e. Be responsible for the selection and attendance of all students;
f. Be responsible for ensuring that any prerequisite training, as defined by IBM/Red
Hat requirements are met; and
g. For all instructor-led online course(s), and upon IBM/Red Hats request provide a
list of attendees and their email addresses at least seven (7) calendar days prior
to the Course Start Date and ensure attendees have tested connectivity.
The State of Michigan Agrees To
:
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a. Make appropriate personnel available to assist IBM in the performance of IBM’s
responsibilities;
b. Be responsible for the identification of, interpretation of, and compliance with, any
applicable laws, regulations, and statutes that affect your existing systems,
applications, programs, or data to which IBM will have access during the
Services, including applicable data privacy, export, import laws and regulations,
and product safety and regulatory compliance for non-IBM products including
those recommended by IBM. The State of Michigan is solely responsible for
obtaining advice of legal counsel as to the compliance with such laws and
regulations;
c. Be responsible for any data and the content of any database, the selection and
implementation of procedures and controls regarding its access and use, backup
and recovery and security of the stored data. This security will also include any
procedure necessary to safeguard the integrity and security of software and data
used in the Services from access by unauthorized personnel;
d. Acknowledge that any responsibilities not specifically stated in this SOW as IBM
responsibilities are deemed out of scope;
e. Pursuant to any applicable export compliance laws and regulations, the State of
Michigan confirms they will not provide or give access to source code or
technology (e.g., specific technical information, including technical data,
necessary for the development, design, production, or use of a product) that
would restrict or otherwise prohibit IBM from using global resources to provide
Cloud Services or other Services. Client will notify IBM and obtain written
agreement prior to providing or enabling any such access;
f. agree that each party is responsible for complying with: i) laws and regulations
applicable to its business and Content; and ii) import, export and economic
sanction laws and regulations, including defense trade control regime of any
jurisdiction, including the International Traffic in Arms Regulations and those of
the United States that prohibit or restrict the export, re-export, or transfer of
products, technology, services or data, directly or indirectly, to or for certain
countries, end uses or end users;
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g. Ensure that current maintenance, license, and other applicable agreements are
in place with third parties whose work may affect IBM’s ability to provide the
Services. Unless specifically agreed to otherwise in writing, Client is responsible
for the management and performance of the third parties, and for any third-party
hardware, software or communications equipment used in connection with the
Services.
Accommodations for Individuals with Disabilities
If reasonable accommodations are required for an individual with a disability, the
State of Michigan will advise IBM of the accommodations in advance.
LOCATION OF WHERE THE WORK IS TO BE PERFORMED:
Services will be provided virtually.
EXPECTED CONTRACTOR WORK HOURS AND CONDITIONS:
Work hours are not to exceed eight (8) hours a day, forty (40) hours a week. Normal
working hours of 8:00 am to 5:00 pm are to be observed unless otherwise agreed to in
writing.
No overtime will be permitted.
This purchase order is a release from Contract Number
071B1300071
. This
purchase order, statement of work, and the terms and conditions of Contract
Number
071B1300071
constitute the entire agreement between the State and the
Contractor.
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PROJECT PLAN:
Course Code & Title
Duration
(Days)
Number of
Students
Extended Total
CU-OCP-OS, Custom Red Hat
OpenShift Training to be delivered
virtually
5
15
$45,850.00
DO180OS, Red Hat OpenShift
Development & Kubernetes
5
15
$45,850.00
DO188OS, Red Hat OpenShift
Development I: Introduction to
Containers with Podman
4
15
$34,400.00
DO328OS, Building Resilient
Microservices with Istio and Red Hat
OpenShift Service Mesh
4
8
$47,000.00
DO288OS, Red Hat OpenShift
Development II: Containerizing
Applications
5
15
$45,900.00
Project Coordination
Project
duration
$3,500
Estimated Instructor-led Training Charges:
$222,500.00
Travel and living expenses
N/A
Total Estimated Instructor-led Training Charges:
$222,500.00
The Services will be conducted on a fixed price basis. The fixed price for performing the Services
defined in the SOW will be $222,500.00.
The Services defined in this SOW will be paid for by the Eligible Services Credits on account as
referenced in the Agreement.
STATE OF MICHIGAN
CENTRAL PROCUREMENT SERVICES
Department of Technology, Management, and Budget
320 S. WALNUT ST., LANSING, MICHIGAN 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
Change Notice Number
28
to
071B1300071
Contract Number
SissonR@Michigan.gov
Reid Sisson
Lauren Stempek
gjbruggen@us.ibm.com
Gregory Bruggen
Armonk, NY 10504-1722
IBM CORPORATION
CV0001848
913-424-2901
New Orchard Drive
(517) 243-4008
STATE
Program
Manager
Contract
Administrator
CONTRACTOR
517-241-1638
DTMB
stempekl@michigan.gov
$153,747,469.05
October 1, 2010
December 31, 2024
MAINTENANCE AND SUPPORT
November 30, 2017
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
5 - 1 Year
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
☐
P-Card
☐
PRC
☐
Other
☒
Yes
☐
No
MINIMUM DELIVERY REQUIREMENTS
DESCRIPTION OF CHANGE NOTICE
OPTION
LENGTH OF OPTION
EXTENSION
LENGTH OF EXTENSION
REVISED EXP. DATE
☐
☐
December 31, 2024
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$136,998.00
$153,884,467.05
Effective 12/19/2022, $136,998 in funding is added to this contract to cover the Subscription and Support for FY23 and FY24, per
the attached quote.
All other terms, conditions, specifications and pricing remain the same. Per contractor and agency agreement, and DTMB
Central Procurement Services approval.
INITIAL EXPIRATION DATE
INITIAL EFFECTIVE DATE
DESCRIPTION
CONTRACT SUMMARY
MULTI
International Business Machines Corporation
-
-
-
-
-
-
International Business Machines Corporation, 1 North Castle Drive, Armonk, NY 10504
-
-
-
--
-
-
I BM Software Quotation
Quotation Information
Number:
19422285
Effective Date:
07-Dec-2022
Expiration Date:
31-Dec-2022
Sales Representative
IBM Contact:
Cheri Bedair
Phone Number:
1-972-906-3204
Passport Advantage Agreement Number:
9422
IBM Customer Number:
5807125
Relationship SVP Level: GV
Summary
Total Points
Subtotal
Estimated Total Tax
Total
Software
Item
Part Number
Quantity
Points
Customer Information
Attn: Reid Sisson
State of Michigan, Dept of IT
Agency Services
320 S. Walnut
Cass Bldg 2nd floor-South
LANSING MI 48933-2014
UNITED STATES
-
-
-
-
-
-
-
---
---
-
-
-
-
'
-
Passport Advantage Site Number:
7020883
Anniversary:
01-Oct
Quotation SVP Level: GV
1,940.80
136,998.00
0.00
136,998.00 USO
Unit
SVP Price
Discounted Price
Extended Amount
I BM Watson Explorer Deep Analytics Edition Virtual Processor Core Annual SW Subscription & Support Renewal 12 Months
1
E0PPNLL
4
248.80
11,050.00
4,287.44
Coverage Dates: 01-Jan-2023 - 31-Dec-2023
I BM Watson Explorer Deep Analytics Edition Virtual Processor Core Annual SW Subscription & Support Renewal 12 Months
2
E0PPNLL
4
248.80
11,050.00
Coverage Dates: 01-Jan-2024 - 31-Dec-2024
Useful/Important web resources:
Passport Advantage information, customer secure site access, training, etc.:
IBM's International Program License Agreement and product License Information documents:
IBM Software Support web site:
IBM
Customer Number:
5807125
4,508.50
Page 3 of 4
17,149.76
18,034.00
STATE OF MICHIGAN
CENTRAL PROCUREMENT SERVICES
Department of Technology, Management, and Budget
320 S. WALNUT ST., LANSING, MICHIGAN 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
Change Notice Number
27
to
071B1300071
Contract Number
SissonR@Michigan.gov
Reid Sisson
Lauren Stempek
gjbruggen@us.ibm.com
Gregory Bruggen
Armonk, NY 10504-1722
IBM CORPORATION
CV0001848
913-424-2901
New Orchard Drive
(517) 243-4008
STATE
Program
Manager
Contract
Administrator
CONTRACTOR
517-241-1638
DTMB
stempekl@michigan.gov
$153,714,024.05
October 1, 2010
December 31, 2024
MAINTENANCE AND SUPPORT
November 30, 2017
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
5 - 1 Year
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
☐
P-Card
☐
PRC
☐
Other
☒
Yes
☐
No
MINIMUM DELIVERY REQUIREMENTS
DESCRIPTION OF CHANGE NOTICE
OPTION
LENGTH OF OPTION
EXTENSION
LENGTH OF EXTENSION
REVISED EXP. DATE
☐
☐
December 31, 2024
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$33,445.00
$153,747,469.05
Effective 10/25/2022, the State is adding funds in the amount of $33,445.00 to cover the attached 5-month support extension
agreement for the IBM product “IBM Security Identity Manager V6.0” also known as ISIM V6.0 which has reached the end of
normal support life cycle.
Please note the Contract Administrator has been changed to Lauren Stempek.
All other terms, conditions, specifications and pricing remain the same. Per contractor and agency agreement, and DTMB
Central Procurement Services approval.
INITIAL EXPIRATION DATE
INITIAL EFFECTIVE DATE
DESCRIPTION
CONTRACT SUMMARY
MULTI
Page
1
of
3
Z126-6536-US-08 07-2021
Attachment for Service Extension Support - Order Confirmation and Additional Terms
This Attachment is between Client and the IBM legal entity referenced.
Client: State of Michigan
Charges and Payments
The total charge for the Service, exclusive of applicable taxes, is $ 33,445.00.
IBM will pre-invoice for the first calendar quarter or portion thereof, and quarterly in advance
thereafter for the Service. If completion occurs mid-quarter, the final prepay quarterly invoice will
cover the remaining quarterly portion up to the end date. Client agrees to pay by electronic funds
transfer (to an account specified by IBM) or other means acceptable to IBM.
The monthly breakdown of charges, exclusive of applicable taxes is as follows.
Support Extension
Start
Stop
Price
per Month
Value
Unit(s)
Security Identity Manager V6.0 (5724-C34) on distributed
operating systems (not including iSeries)
10/01/2022 02/28/2023
$ 6,689.00
20,001
–50,000
Client contact: Dane Spencer – SpencerD3@michigan.gov
Client address: 111 Capitol Ave - Romney Bldg 8th Flr, Lansing, Mi - 48933
Phone:
Enterprise number:
5806000
Client number: 5807125
Client Bill To: 320 S Walnut St, Lansing, MI 48933
IBM Representative: Mitzi Benton - mitzi.benton@ibm.com
IBM address: 1177 S. Beltline Road, Coppell, TX 75019
SBMT: EPES-CHBJPP/
EPES-CHCHND
Agreement number: SSM9485
IBM's Data Processing Addendum (DPA) at
http://ibm.com/dpa
and the DPA Exhibit at
https://www.ibm.com/mysupport/s/article/support-privacy
apply to the processing of
Client’s personal data by IBM on behalf of Client in order to provide IBM Services, if and
to the extent i) the European General Data Protection Regulation (E/2016/679) (GDPR);
or ii) other data protection laws identified at
http://ibm.com/dpa/dpl
apply.
This Attachment for Service Extension Support and the Agreement comprise the
complete agreement regarding Service Extension Support (Service). Each party accepts
the terms of this Attachment by signing this Attachment by hand or, where recognized by
law, electronically. This Attachment expires if not signed by 11/14/2022.
For a change to this Attachment to be valid, both parties must sign it.
Agreed by:
Product unique terms:
This service is for Usage and Known Defect Support (including usage and known defect only).
Customer must maintain a valid Passport Advantage Software Maintenance/Software
Subscription and Support or other equivalent maintenance agreement for the duration of the
Support Extension.
IBM warrants that it provides this service using commercially reasonable efforts. IBM does not
warrant that all defects will be corrected or that the operation of the program will be
uninterrupted.
This Usage and Known Defect Support Extension provides technical assistance and fixes for
known problems. Workarounds or circumventions may be provided. However, fixes for new
defects will not be provided.
This agreement excludes the following components:
Business Process Server Standard 7.5
Business Process Center Standard 7.5
Business Designer 7.5
Cognos Business Intelligence V10.2.2, V10.2.1, V10.2
DB2 WSE V9.7
DB2 ESE V9.7
DB2 ESE V10.1
Installation Manager 1.4.4
IBM JRE V6.0
ISIM/ITIM Adapters
Lotus Expeditor 6.2.1
MQEveryplace 2.0.2.13
Client Authorized Signature
Date:
Printed name:
IBM Authorized Signature
Date:
Printed name:
Page
2
of
3
Z126-6536-US-08 07-2021
Role & Policy Modeler V1.1
SAM ESSO V8.2
solidDB 6.5
TCR V2.1.1, V2.1
TDI V7.1.0
TDS V6.3, V6.3.1
TIP V2.2
WAS FP for Web 2.0 & Mobile Version 1.1.0
WAS ND V7.0
WAS ND V8.5
Defect fixes from more current levels of ISIM will not be backported to V6.0.
This agreement does not include support for security vulnerabilities.
Page
3
of
3
Z126-6536-US-08 07-2021
Attachment for Service Extension Support – Order Confirmation and Additional Terms
1.
Scope of Work
IBM will provide remote assistance (from IBM’s support center or electronic
access as specified below) in response to requests for problems discovered
after a Product reaches end of service. Client must be licensed to use the
Program and have a Passport Advantage Agreement in place for the duration
of the Service, as a prerequisite for the Service. For the avoidance of doubt,
IBM’s responsibilities do not include any preventive service, or the provision of
new patches, bypasses, or fixes, including those designed to address security.
Usage, Known Defect Support:
IBM will:
a.
provide assistance for routine, short duration installation and usage
(how-to) questions and code related questions;
b.
provide assistance via electronic access and, if available, telephone, only
to Client’s Information Systems (IS) technical support personnel during
normal business hours (8:00 a.m. to 5:00 p.m. in the local time zone
where Product is installed, Monday through Friday, excluding national
holidays). IBM provides Severity 1 assistance 24 hours a day, every day
of the year. Consult the IBM Software Support Guide at:
https://www14.software.ibm.com/support/customercare/sas/f/handbook/h
ome.html
c.
provide assistance on supported Product known defects for which
corrective service information and fixes are available and for which Client
is entitled to receive support.
2.
Client Responsibilities
Client agrees:
a. to allow remote access to Client’s system to assist in isolating the problem
cause. Client remains responsible for adequately protecting its system
and all data contained therein whenever IBM remotely accesses it. If
Client denies remote access to its system by IBM, IBM may be limited in its
ability to resolve the problem. If IBM is unable to resolve the problem
without access, IBM will notify Client and close the service call;
b. that Client is responsible for obtaining all necessary permissions to use,
provide, store and process content in connection with Services, and grants
IBM permission to do the same. Client is responsible for adequate content
back-up. Some of Client’s content may be subject to governmental
regulation or may require security measures beyond those specified by
IBM for an offering. Client will not input or provide such content unless IBM
has first agreed in writing to implement additional required security
measures;
c.
that Services may be performed off-site at IBM locations, and that IBM
uses global resources (non-permanent residents used locally and
personnel in locations worldwide) for delivery of Services; and
d. to install fix packages if requested by IBM. If the fix package does not
pass Client’s test, IBM will use reasonable efforts to re-work the problem.
3.
Termination and Renewal
IBM may withdraw this Service upon three months’ written notice. Client may
terminate the Service upon one month’s written notice, after this Service has
been in effect for at least two months for each of the supported Products.
Client will receive a credit for any remaining prepaid period associated with the
terminated/withdrawn Service.
This Service does not automatically renew.
STATE OF MICHIGAN
CENTRAL PROCUREMENT SERVICES
Department of Technology, Management, and Budget
320 S. WALNUT ST., LANSING, MICHIGAN 48933
P.O. BOX 30026 LANSING, MICHIGAN 48909
CONTRACT CHANGE NOTICE
Change Notice Number
26
to
071B1300071
Contract Number
SissonR@Michigan.gov
Reid Sisson
KeriAnn Trumble
gjbruggen@us.ibm.com
Gregory Bruggen
Armonk, NY 10504-1722
IBM CORPORATION
CV0001848
913-424-2901
New Orchard Drive
(989) 259-2625
STATE
Program
Manager
Contract
Administrator
CONTRACTOR
517-241-1638
DTMB
trumblek1@michigan.gov
$152,848,572.47
October 1, 2010
December 31, 2024
MAINTENANCE AND SUPPORT
November 30, 2017
INITIAL AVAILABLE OPTIONS
EXPIRATION DATE
BEFORE
5 - 1 Year
PAYMENT TERMS
DELIVERY TIMEFRAME
ALTERNATE PAYMENT OPTIONS
EXTENDED PURCHASING
☐
P-Card
☐
PRC
☐
Other
☒
Yes
☐
No
MINIMUM DELIVERY REQUIREMENTS
DESCRIPTION OF CHANGE NOTICE
OPTION
LENGTH OF OPTION
EXTENSION
LENGTH OF EXTENSION
REVISED EXP. DATE
☐
☐
December 31, 2024
CURRENT VALUE
VALUE OF CHANGE NOTICE
ESTIMATED AGGREGATE CONTRACT VALUE
$865,451.58
$153,714,024.05
Effective 6/28/2022, the Cloud Services Agreement, is extracted and moved to a new Master Agreement 220000001065.
The existing Contract is hearby increased by $865,451.58 for IBM Cloud Pak for Automation Virtual Processor Core from Eligible
Programs Trade Up License + SW Subscription & Support 12 Months.
Per contractor and agency agreement, DTMB Central Procurement Services approval, and State Administrative Board approval
on 6/28/2022.
INITIAL EXPIRATION DATE
INITIAL EFFECTIVE DATE
DESCRIPTION
CONTRACT SUMMARY
MULTI
Amendment No. 3 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #3 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 1 of 3
This Amendment #3 to the June 2019 Ordering Document (“Amendment #3”) is effective when signed by all
parties and provides special options with respect to the terms of the Software and Services Special Option (the
“SSSO”), which is contained within Contract No. 071B1300071 (collectively the “Agreement”), dated as of
September 29, 2010, and any changes thereto agreed to in writing prior to the execution of this Ordering
Document. Capitalized terms used in this Amendment #3, the definitions which are not found in this Ordering
Document, are defined in the Agreement.
1. Contract Term
This Amendment #3 starts on
June 30, 2022
(the “
Amendment #3
Start Date
”) and remains in effect up to
and including
December 31, 2024
(the “
Amendment #3 End Date
”), unless earlier terminated as provided
herein.
2. Eligible Programs
The Programs that qualify for the terms of this Amendment #3 (“Eligible Programs”) are the Programs listed
on the Product List (Schedule A3) which is attached to and made part of this Amendment #3 (the “Listed
Programs”)
3. Subscription License Program Upgrades
Client has acquired an upgrade from qualifying IBM Program license entitlements identified on
Schedule A3 -
Table 2 Qualifying Program Entitlements
(“
Qualifying Program Entitlements
”) with active IBM S&S to a
Subscription License Upgrade program (a “
Subscription Upgrade
”), as listed on
Schedule A3 - Table 1
Subscription License Upgrade Programs
for a specified committed term
(the “Subscription Upgrade
Term”)
.
Client may use the Qualifying Program Entitlements and the Subscription Upgrades in any deployment
combination up to the total number of entitlements purchased for the Subscription Upgrades.
Subscription Upgrade programs cannot be terminated by Client during the Subscription Upgrade Term,
except in the event of a non-appropriation.
If Client selects to not renew the Subscription Upgrades Client may continue to use the Qualifying Program
Entitlements at the Program version level at the end of the Subscription Upgrade Term. If Client elects to
resume IBM Software Subscription and Support for the Qualifying Program Entitlements, Client must acquire
it, at then current prices.
IBM may withdraw a Subscription License Upgrade Program at any time. For Clients whose Subscription
Upgrade Term extends past the withdrawal date, Client retains the right to use Subscription License Upgrade
Programs at the quantity Client licensed before the withdrawal date. IBM will continue to provide support until
the end of the Subscription Upgrade Term or work with the Client to establish an alternative solution.
Except for Subscription Upgrades acquired as part of this Amendment #3, Client may not use acquired
bundled programs or Subscription Licenses to replace IBM Program S&S.
4. Charges
Section 7. Charges of Ordering Document Amendment #2 is deleted in its entirety and replaced with the following.
The Ordering Document
Amendment #3 Charges includes the Ordering Document Amendment #2 Charges
and any additional or modified charges due to program acquisitions and upgrades purchased under
Amendment #3 to the June 2019 Ordering Document. The Ordering Document Amendment #3 Charges
listed in the following table will be invoiced to the State of Michigan and are due on or before the following
dates and payable in accordance with the Agreement:
Amendment No. 3 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #3 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 2 of 3
Due Date
Amount Due
December 31, 2021
$1,868,165.97
June 30, 2022
$ 4,795,803.21
December 31, 2022
$ 8,835,673.56
December 31, 2023
$8,835,673.56
Total
$24,335,316.30
For clarity, the charges in the table above represent all of the charges for all the products acquired and/or
upgraded in Ordering Document Amendment #2 and Amendment #3.
Included in the Total Charges for the Listed Programs are charges for any applicable S&S for the Listed
Programs and such S&S has a coverage period as stated in Ordering Document Amendment #2
Schedule A and B, and Schedule A3 to Amendment #3.
5. Payment
Section 8. Payment of Ordering Document Amendment #2, is deleted and replaced in its entirety with the
following:
Unless otherwise agreed to by the State in writing, the State will issue a written Purchase Order to order any
products, services, or deliverables under this Agreement.
Notwithstanding the foregoing sentence, undisputed invoices will be due and payable by the State, in accordance
with the State’s Prompt Payment Act as specified in 1984 PA 279, MCL 17.51 et seq., within 45 days after receipt,
provided the State determines that the invoice was properly rendered. The State is exempt from State
sales tax for direct purchases and may be exempt from federal excise tax, if products, services, and
deliverables purchased under this Agreement are for the State’s exclusive use.
.
The State has provided IBM its tax exempt certificate.
The parties agree that this Amendment #3 and the Agreement, including all Associated Documents is the
complete agreement between us and replaces any prior oral and/or written communications between us
concerning this subject matter. By signing below, the parties agree to the terms of this Amendment #3, the
Agreement as expressly modified herein and the Associated Documents. If there is a conflict among terms of this
Amendment #3 and those of the Agreement or the Associated Documents, for the purposes of this Amendment
#3, those of this Amendment #3 prevail.
This prices and terms of this Amendment #3 will not become effective unless Client returns a signed copy of this
Amendment #3 with Client’s order before
June 30, 2022, or it is void
.
Amendment No. 3 to the June 2019 Ordering Document
to the Software and Services Special Option
Amendment #3 to June 2019 Ordering Document to the SSSO
IBM Confidential Page 3 of 3
Schedule A3:
Table 1
– IPAA Subscription License Upgrade Programs
Subscription
License Part
Number
Product Description
Quantity
Subscription
Upgrade Term
Start Date
Subscription
Upgrade Term
End Date
D26D0LL
IBM Cloud Pak for Business Automation per Virtual
Processor Core Subscription License Upgrade
404
June 30, 2022
December 30,
2024
Table 2 – Qualifying Program Entitlements
S&S Part
Number
Description
Quantity
S&S Coverage
End Date
E052QLL
IBM Enterprise Records Add-On Authorized User
Value Unit Annual SW Subscription & Support
Renewal
3815
6/30/2022
E0PSFLL
IBM BUSINESS AUTOMATION WORKFLOW
ENTERPRISE CONCURRENT USER ANNUAL
SW SUBSCRIPTION & SUPPORT RENEWAL
12 MONTHS
277
6/30/2022
E0545LL
IBM FileNet Image Manager Active Edition Add-
On Authorized User Value Unit Annual SW
Subscription & Support Renewal
600
6/30/2022
E0501LL
IBM FileNet Content Manager Authorized User
Value Unit Annual SW Subscription & Support
Renewal
4347
6/30/2022
E05NZLL
IBM Content Collector for File Systems
Authorized User Value Unit Annual SW
Subscription & Support Renewal
4616
6/30/2022
E097JLL
IBM Content Collector for SAP Applications
Authorized User Value Unit Annual SW
Subscription & Support Renewal
600
6/30/2022
E0AT7LL
IBM Production Imaging Edition Add-On for IBM
Case Foundation Authorized User Value Unit
Annual SW Subscription & Support Renewal
127
6/30/2022
E0ATGLL
IBM Production Imaging Edition Add-On for
FileNet Content Manager Authorized User Value
Unit Annual SW Subscription & Support Renewal
2980
6/30/2022
E0EHILL
IBM Datacap Enterprise Edition Add-On
Authorized User Value Unit Annual SW
Subscription & Support Renewal 12 Months
262
6/30/2022
E0IEZLL
IBM FileNet Content Manager Eligible Participant
Resource Value Unit Annual SW Subscription &
Support Renewal
103175
6/30/2022
Table 3
– New IPAA Subscription License Programs
Subscription
License Part
Number
Product Description
Quantity
Subscription
Upgrade Term
Start Date
Subscription
Upgrade Term
End Date
D080BZX
IBM Cloud Pak for Business Automation Reserved
Virtual Processor Core Subscription License
364
June 30, 2022
June 29, 2023
Due to the size of this contract, the
remaining change notices have
been deleted. If you would like to
see the full contract please reach
out to the Contract Administrator.
Form No. DMB 234 (Rev. 1/96)
AUTHORITY: Act 431 of 1984
COMPLETION: Required
PENALTY: Contract will not be executed unless form is filed
STATE OF MICHIGAN
DEPARTMENT OF TECHNOLOGY, MANAGEMENT AND BUDGET
PURCHASING OPERATIONS
P.O. BOX 30026, LANSING, MI 48909
OR
530 W. ALLEGAN, LANSING, MI 48933
CONTRACT NO.
071B1300071
between
THE STATE OF MICHIGAN
and
NAME & ADDRESS OF CONTRACTOR
TELEPHONE
248-552-6896
Bill Crocker
IBM CORPORATION
CONTRACTOR NUMBER/MAIL CODE
New Orchard Drive
Armonk, NY 10504-1722
BUYER/CA (517) 373-3993
Email: crockerw@us.ibm.com
Dale N. Reif
Contract Compliance Inspector: Patty Bogard
Software Maintenance and Support
CONTRACT PERIOD:
3 yrs. + 5 one-year options
From
:
October 1, 2010
To
:
September 30, 2013
TERMS
SHIPMENT
N/A
N/A
F.O.B.
SHIPPED FROM
N/A
N/A
MINIMUM DELIVERY REQUIREMENTS
N/A
MISCELLANEOUS INFORMATION:
The terms and conditions of this Contract are those of the Request For Proposal
084R0200103 and this Contract Agreement. In the event of any conflicts between the
specifications, terms and conditions indicated by the State and those indicated by the
vendor, those of the State take precedence.
Estimated Contract Value:
$15,516,450.00
THIS IS NOT AN ORDER: Orders for delivery will be issued directly by the Department of
Technology, Management and Budget through the issuance of a Purchase Order.
All terms and conditions of the Request for Proposal are made a part hereof.
FOR THE CONTRACTOR:
FOR THE STATE:
IBM Corporation
Firm Name
Signature
Sergio Paneque, Senior Deputy
Director
Authorized Agent Signature
Name/Title
Business Services Adminsitration
Authorized Agent (Print or Type)
Division
Date
Date
Rev: 6-01-2010
Page 124 of 218
STATE OF MICHIGAN
Department of Technology, Management and Budget
Purchasing Operations
Buyer Name: Dale N. Reif
Telephone Number: (517) 373-3993
E-Mail Address: reifd@michigan.gov
Contract Number:
071B1300071
IBM Software, Maintenance and Support
Table of Contents
Article 1 – Statement of Work (SOW)
129
1.000
Project Identification
129
1.001
Project Request
129
1.100
Scope of Work and Deliverables
129
1.101
In Scope
129
1.102
Out Of Scope
129
1.103
Environment
130
1.200
Roles and Responsibilities
132
1.201
Contractor Staff, Roles, And Responsibilities
132
1.202
State Staff, Roles, And Responsibilities
132
1.300
Project Plan
132
1.301
Project Plan Management – Deleted NA
132
1.302
Reports
132
1.400
Project Management – Deleted NA
132
1.500
Acceptance – Deleted NA
132
1.600
Compensation and Payment
133
1.601
Compensation And Payment
133
Article 2 - Terms and Conditions
134
2.001
Contract Term
134
2.002
Options to Renew
134
2.003
Legal Effect
134
2.004
Attachments & Exhibits
134
2.005
Ordering
134
2.006
Order of Precedence
134
2.007
Headings
134
2.008
Form, Function & Utility
135
2.009
Reformation and Severability
135
2.10
Consents and Approvals
135
2.011
No Waiver of Default
135
2.012
Survival
135
2.020
Contract Administration
135
2.021
Issuing Office
135
2.022
Contract Compliance Inspector
135
2.023
Project Manager-A
135
2.024
Change Requests
135
2.025
Notices
136
2.026
Binding Commitments
137
2.027
Relationship of the Parties
137
2.028
Covenant of Good Faith
137
2.029
Assignments
137
2.030
General Provisions
137
2.031
Media Releases
137
2.032
Contract Distribution
138
2.033
Permits
138
2.034
Website Incorporation
138
2.036
Freedom of Information
138
2.037
Disaster Recovery – Deleted NA
138
2.040
Financial Provisions
138
2.041
Fixed Prices for Services/Deliverables – Deleted NA
138
2.042
Adjustments for Reductions in Scope of Services/Deliverables
138
2.043
Services/Deliverables Covered
138
2.044
Invoicing and Payment – In General
138
2.045
Pro-ration
139
2.046
Antitrust Assignment
139
2.047
Final Payment
139
2.048
Electronic Payment Requirement
139
2.050
Taxes
139
2.051
Employment Taxes
139
2.052
Sales and Use Taxes
139
2.060
Contract Management
140
2.061
Contractor Personnel Qualifications
140
2.062
Contractor Key Personnel
140
2.063
Re-assignment of Personnel at the State’s Request
140
2.064
Contractor Personnel Location
140
2.065
Contractor Identification
141
2.066
Cooperation with Third Parties
141
2.067
Contract Management Responsibilities
141
2.068
Contractor Return of State Equipment/Resources
141
2.070
Subcontracting by Contractor
141
2.071
Contractor full Responsibility
141
2.072
State Consent to delegation
141
2.073
Subcontractor bound to Contract
142
2.074
Flow Down
142
2.075
Competitive Selection
142
2.080
State Responsibilities
142
2.081
Equipment
142
2.082
Facilities
142
2.090
Security
142
2.091
Background Checks
142
2.092
Security Breach Notification
143
2.093
PCI DATA Security Requirements
143
2.100
Confidentiality
143
2.101
Confidentiality
143
2.102
Protection and Destruction of Confidential Information
144
2.103
Exclusions
144
2.104
No Implied Rights
144
2.105
Respective Obligations
144
2.110
Records and Inspections
144
2.111
Inspection of Work Performed
144
2.112
Examination of Records
145
2.113
Retention of Records
145
2.114
Audit Resolution
145
2.115
Errors
145
2.120
Warranties
145
2.121
Warranties and Representations
145
2.122
Warranty of Merchantability – Deleted NA
146
2.123
Warranty of Fitness for a Particular Purpose – Deleted NA
146
2.124
Warranty of Title
146
2.125
Equipment Warranty
146
Equipment to be New
147
2.127
Prohibited Products
147
2.128
Consequences for Breach-
147
2.130
Insurance
147
2.131
Liability Insurance
147
2.132
Subcontractor Insurance Coverage
148
2.133
Certificates of Insurance and Other Requirements
149
2.140
Indemnification
149
2.141
General Indemnification
149
2.142
Code Indemnification
149
2.143
Employee Indemnification
149
2.144
Patent/Copyright Infringement Indemnification
149
2.145
Continuation of Indemnification Obligation
150
2.146
Indemnification Procedures
150
2.150
Termination/Cancellation.
150
2.151
Notice and Right to Cure
150
2.153
Termination for Convenience
150
2.154
Termination for Non-Appropriation
151
2.155
Termination for Criminal Conviction
151
2.156
Termination for Approvals Rescinded
151
2.157
Rights and Obligations upon Termination
151
2.158
Reservation of Rights
152
2.160
Termination by Contractor
152
2.161
Termination by Contractor
152
2.170
Transition Responsibilities – Deleted NA
152
2.180
Stop Work
152
2.181
Stop Work Orders
152
2.182
Cancellation or Expiration of Stop Work Order
152
2.183
Allowance of Contractor Costs
152
2.190
Dispute Resolution
153
2.191
In General
153
2.192
Informal Dispute Resolution
153
2.193
Injunctive Relief
153
2.194
Continued Performance
153
2.200
Federal and State Contract Requirements
153
2.201
Nondiscrimination
153
2.202
Unfair Labor Practices
154
2.203
Workplace Safety and Discriminatory Harassment
154
2.204
Prevailing Wage
154
2.210
Governing Law
154
2.211
Governing Law
154
2.212
Compliance with Laws
154
2.213
Jurisdiction
155
2.220
Limitation of Liability
155
2.221
Limitation of Liability
155
2.230
Disclosure Responsibilities
155
2.231
Disclosure of Litigation
155
2.232
Call Center Disclosure
155
2.233
Bankruptcy
155
2.240
Performance
156
2.241
Time of Performance
156
2.242
Service Level Agreement
156
2.243
Liquidated Damages – Deleted NA
156
2.244
Excusable Failure
156
2.250
Approval of Deliverables
157
2.251
Delivery of Deliverables
157
2.252
Contractor System Testing
157
2.253
Approval of Deliverables, In General
158
2.254
Process for Approval of Written Deliverables
159
2.255
Process for Approval of Custom Software Deliverables
159
2.256
Final Acceptance
160
2.260
Ownership
160
2.261
Ownership of Work Product by State – Deleted NA
160
2.262
Vesting of Rights – Deleted NA
160
2.263
Rights in Data
160
2.264
Ownership of Materials – Deleted NA
160
2.270
State Standards
160
2.271
Existing Technology Standards
160
2.272
Acceptable Use Policy
160
2.273
Systems Changes
161
2.280
Extended Purchasing
161
2.281
MiDEAL (Michigan Delivery Extended Agreements Locally
161
2.282
State Employee Purchases
161
2.290
Environmental Provision
161
2.291
Environmental Provision
161
2.300
Deliverables
163
2.301
Software
163
2.302
Hardware
163
2.303
Equipment to be New
163
2.304
Equipment to be New and Prohibited Products
163
2.310
Software Warranties
163
2.311 Performance Warranty
163
2.312
No Surreptitious Code Warranty
163
2.313
Calendar Warranty
164
2.314
Third-party Software Warranty
164
See IPLA, Section 12, “Third Party Notices”
164
2.315
Physical Media Warranty
164
See IPLA, Section 8, “Warranty and Exclusions”
164
2.320
Software Licensing
164
2.321
Cross-License, Deliverables Only, License to Contractor
164
2.322
Cross-License, Deliverables and Derivative Work, License to Contractor
164
2.323
License Back to the State
164
See IPLA, Section 3, “License Grant”
164
2.324
License Retained by Contractor
164
See IPLA, Section 3, “License Grant”
164
2.325
Pre-existing Materials for Custom Software Deliverables
164
2.330
Source Code Escrow – Deleted NA
165
Glossary
167
Contract No. 071B1300071
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Article 1 – Statement of Work (SOW)
1.000
Project Identification
1.001 PROJECT REQUEST
The purpose of this Contract is to procure IBM software licenses (see Appendix A), maintenance and
support.
Over the past three years, the State has purchased $4.4 million in new IBM software licenses and
$2.8 million in software maintenance and support. The responsive bidder must have the ability to
provide a minimum discount equal or greater than federal General Services Administration (GSA)
Schedules for all of the listed IBM Products in Appendix A, without an upfront volume commitment
from the State of Michigan.
The State makes no estimates as to the quantity or type of software that may be purchased during
the term of the Contract. However the Contractor will be required to furnish all such products as may
be ordered during the Contract period. Quantities specified in Appendix A are estimates based on
prior purchases and the State is not obligated to purchase any quantities.
This Contract is available to MiDEAL purchasing members as identified in Article 2, Section 2.281
MiDEAL.
1.100
Scope of Work and Deliverables
1.101 IN SCOPE
This is intended to be a mandatory use Contract. However, the State reserves the right to purchase
licenses, maintenance and support outside of the Contract when the State determines that an item’s
pricing is not competitive. This project consists of the following scope:
Standard software products, defined as defined in Appendix A
Software maintenance and technical support as defined in Section 1.104, B. The maintenance
and support is for products that fall under one of the following seven (7) categories:
InfoSphere
Lotus
Rational
WebSphere
Tivoli
FileNet
Cognos
Security Network
The State currently has a separate license agreement to purchase FileNet products which expires in
2013. The State reserves the right to add FileNet products to this Contract in the future.
1.102 OUT OF SCOPE
Hardware Purchases
Installation
Integration
Consulting Services
Contract No. 071B1300071
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In the event of future IBM software product releases, they shall be considered in scope if the
product(s) is branded by IBM as belonging to one of the in-scope categories, and is determined to
exhibit functionality that supports the in-scope product suite’s core function.
1.103 ENVIRONMENT
Contractor is required to review all applicable links provided below. The links provide information on
the State’s Enterprise IT policies, standards and procedures which includes security policy and
procedures, IT strategic plan, eMichigan web development and the State Unified Information
Technology Environment (SUITE).
Contractors are advised that the State has methods, policies, standards and procedures that have
been developed over the years. Contractors are expected to conform to State IT policies and
standards. All services and products provided as a result of this Contract must comply with all
applicable State IT policies and standards in effect at the time the Contract is issued. The Contractor
awarded the contract must request any exception to State IT policies and standards in accordance
with the Michigan Department of Technology, Management and Budget (MDTMB) processes. It will
be the responsibility of the State to deny the exception request or to seek a policy or standards
exception.
Enterprise IT Policies, Standards and Procedures:
http://www.michigan.gov/dit/0,1607,7-139-34305---,00.html
All software and hardware items provided by the Contractor must run on and be compatible with the
MDTMB Standard Information Technology Environment. Additionally, the State must be able to
maintain software and other items produced as the result of the Contract. Therefore, non-standard
development tools may not be used unless approved by MDTMB. The Contractor must request, in
writing, approval to use non-standard software development tools, providing justification for the
requested change and all costs associated with any change. The MDTMB Project Manager must
approve any tools, in writing, before use on any information technology project.
It is recognized that technology changes rapidly. The Contractor may request, in writing, a change in
the standard environment, providing justification for the requested change and all costs associated
with any change. The State’s Project Manager must approve any changes, in writing, and MDTMB,
before work may proceed based on the changed environment.
Enterprise IT Security Policy and Procedures:
http://www.michigan.gov/dit/0,1607,7-139-34305-108216--,00.html
The State’s security environment includes:
MDTMB Single Login.
MDTMB provided SQL security database.
Secured Socket Layers.
SecureID (State Security Standard for external network access and high risk Web systems)
IT Strategic Plan:
http://www.michigan.gov/dit/0,1607,7-139-30637-135173--,00.html
IT eMichigan Web Development Standard Tools:
http://www.michigan.gov/documents/Look_and_Feel_Standards_2006_v3_166408_7.pdf
The State Unified Information Technology Environment (SUITE):
Includes standards for project management, systems engineering, and associated forms and
templates – must be followed:
http://www.michigan.gov/suite
Contract No. 071B1300071
131
1.104 Work And Deliverables
A. Software
Contractor must be an authorized provider of IBM software products, and must be able to provide all
the products listed in Appendix A. Contractor must have the ability to provide a pre-determined
discount level for all of the listed IBM Products, without an upfront volume commitment from the State
of Michigan.
Contractor shall not provide unlicensed software to the State. Contractor shall only provide installable
copies of software for which the State has obtained license. For software installations where
separately licensed functions or features are bundled in the same source-code file, Contractor shall
provide control of access to the separately licensed features, through issue of a license authorization
key or equivalent.
License verification, compliance, & audit terms, if they exist as part of an applicable contract or
software license agreement, must be identified as part of any audit.
As part of an audit, MDTMB will only provide information relevant to determine license compliance.
MDTMB reserves the right to request explanation for the relevance of any information the software
vendor requests and is the sole authority for determining the information’s relevance to license
compliance.
MDTMB will not install 3
rd
-party software measurement or compliance tools on State computing
systems as part of an audit. MDTMB may at its discretion agree to use software tools it has pre-
tested or made standard for such purposes.
If it becomes necessary to provide State sensitive data to a vendor as part of an audit, the Contractor
shall comply with all State laws, policies, & procedures, for protection of sensitive data. The
Contractor shall accept full responsibility and liability for risk of compromise of sensitive data.
B. Software maintenance & technical support
Contractor is an authorized provider of IBM software maintenance and technical support, and will
provide the following:
Software Maintenance
o
Product upgrades via download or CD delivery based on location and eNotification
preferences.
o
eNotifications to alert SOM when new product releases and versions of owned licensed
products become available will be sent to the identified License Coordinator
.
Technical Support
o
Telephone access to technical product specialists for answers to product-specific and task-
oriented questions regarding any technical issues--from the installation to the operation of
currently supported IBM software products.
o
Electronic access to IBM's technical support knowledge bases
o
Online access to 24x7 technical support including enhanced self-help and search capabilities
available via the IBM Software Support Web site
o
Provide direct access to IBM product development labs and IBM software brand executives
o
Offer product briefings to discuss future directions, roadmaps and strategy for all listed
products, as required by the State of Michigan.
o
Offer Proof of Technology education sessions to State personnel at no charge
C. Transfer and Assignment
o
MDTMB, on behalf of the State Executive Branch, manages IBM Software licenses as an
enterprise program. All IBM licenses purchased by the State are transferable and
Contract No. 071B1300071
132
assignable to any State computer system operated on behalf of the State Executive
Branch.
o
The State may not assign this Contract or transfer a Program License to a legal entity
separate from the State without the prior written consent of Contractor. Contractor
shall not unreasonably withhold or delay such consent.
o
IBM licenses its programs based on the International Program License Agreement and will
provide “Proof of Entitlement” (“PoE”); evidence of Licensee’s Authorized Use prior to
each annual maintenance renewal to the identified License Coordinator.
1.200
Roles and Responsibilities
1.201 CONTRACTOR STAFF, ROLES, AND RESPONSIBILITIES
The Contractor will identify a Single Point of Contact (SPOC). The duties of the SPOC shall include,
but not be limited to:
supporting the management of the Contract,
facilitating dispute resolution, and
advising the State of performance under the terms and conditions of the Contract.
The State reserves the right to require a change in the current SPOC if the assigned SPOC is not, in
the opinion of the State, adequately serving the needs of the State.
1.202 STATE STAFF, ROLES, AND RESPONSIBILITIES
Name
Agency/Division
Title
Reid Sisson
MDTMB/Enterprise Portfolio Management Office
License Coordinator
Diana Quintero
MDTMB/Enterprise Portfolio Management Office
Program Manager
Michael Breen
MDTMB/Purchasing
Contract Administrator
1.300
Project Plan
1.301 PROJECT PLAN MANAGEMENT – DELETED NA
1.302 REPORTS
Reporting formats must be submitted to the State’s Program Manager for approval within 10
business
days after the execution of the contract resulting from this RFP. Once both parties have agreed to
the format of the report, it shall become the standard to follow for the duration of the contract.
Monthly software licenses purchased
Monthly software licenses purchased by PO Number, Agency and Product Description
Quarterly software maintenance renewals due, 90 days out
Quarterly software maintenance renewed, past 90 days
Quarterly IBM software roadmap update
1.400
Project Management – Deleted NA
1.500
Acceptance – Deleted NA
Contract No. 071B1300071
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1.600
Compensation and Payment
1.601 COMPENSATION AND PAYMENT
See Appendix A Cost Table
Travel
- The State will not pay for any travel expenses, including hotel, mileage, meals, parking, etc.
Travel time will not be reimbursed.
Invoicing
- Contractor will submit properly itemized invoices to “Bill To” Address on Purchase Order.
Incorrect or incomplete invoices will be returned to Contractor for correction and reissue. Invoices
must provide and itemize, as applicable:
Contract number;
Purchase Order number
Contractor name, address, phone number, and Federal Tax Identification Number;
Description of any commodities/hardware, including quantity ordered;
Date(s) of delivery and/or date(s) of installation and set up;
Price for each item, or Contractor’s list price for each item and applicable discounts;
Maintenance charges;
Net invoice price for each item;
Shipping costs;
Other applicable charges;
Total invoice price; and
Payment terms, including any available prompt payment discounts.
The State may pay maintenance and support charges on a monthly basis, in arrears. Payment of
maintenance service/support of less than one (1) month’s duration shall be prorated at 1/30th of the
basic monthly maintenance charges for each calendar day.
Contract No. 071B1300071
134
Article 2 - Terms and Conditions
2.001 CONTRACT TERM
This Contract is for a period of three years beginning October 1, 2010 through September 30, 2013. All
outstanding Purchase Orders must also expire upon the termination for any of the reasons listed in
Section
2.150
of the Contract, unless otherwise extended under the Contract. Absent an early termination for any
reason, Purchase Orders issued but not expired, by the end of the Contract’s stated term, shall remain in effect
for the balance of the fiscal year for which they were issued.
2.002 OPTIONS TO RENEW
This Contract may be renewed in writing by mutual agreement of the parties not less than 30 days before its
expiration. The Contract may be renewed for up to five additional one-year periods.
2.003 LEGAL EFFECT
Contractor shall show acceptance of this Contract by signing two copies of the Contract and returning them to
the Contract Administrator. The Contractor shall not proceed with the performance of the work to be done
under the Contract, including the purchase of necessary materials, until both parties have signed the Contract
to show acceptance of its terms, and the Contractor receives a contract release/purchase order that authorizes
and defines specific performance requirements.
Except as otherwise agreed in writing by the parties, the State assumes no liability for costs incurred by
Contractor or payment under this Contract, until Contractor is notified in writing that this Contract (or Change
Order) has been approved by the State Administrative Board (if required), approved and signed by all the
parties, and a Purchase Order against the Contract has been issued.
2.004 ATTACHMENTS & EXHIBITS
All Attachments and Exhibits affixed to any and all Statement(s) of Work, or appended to or referencing this
Contract, are incorporated in their entirety and form part of this Contract.
2.005 ORDERING
The State will issue a written Purchase Order, Blanket Purchase Order, Direct Voucher or Procurement Card
Order, which must be approved by the Contract Administrator or the Contract Administrator's designee, to order
any Services/Deliverables under this Contract. All orders are subject to the terms and conditions of this
Contract. No additional terms and conditions contained on either a Purchase Order or Blanket Purchase Order
apply unless they are also specifically contained in that Purchase Order or Blanket Purchase Order's
accompanying Statement of Work. Exact quantities to be purchased are unknown, however, the Contractor will
be required to furnish all such materials and services as may be ordered during the CONTRACT period.
Quantities specified, if any, are estimates based on prior purchases, and the State is not obligated to purchase
in these or any other quantities.
2.006 ORDER OF PRECEDENCE
The Contract, including any Exhibits, to the extent not contrary to the Contract, each of which is incorporated for
all purposes, constitutes the entire agreement between the parties with respect to the subject matter and
supersedes all prior agreements, whether written or oral, with respect to the subject matter and as additional
terms and conditions on the purchase order must apply as limited by
Section 2.005.
In the event of any inconsistency between the terms of the Contract and and Exhibits, the terms of the SSSO,
Article 2 and Exhibits will take precedence provided, however, that a Exhibits may not modify or amend the
terms of the Contract, which may be modified or amended only by a formal Contract amendment.
2.007 HEADINGS
Captions and headings used in the Contract are for information and organization purposes. Captions and
headings, including inaccurate references, do not, in any way, define or limit the requirements or terms and
conditions of the Contract.
Contract No. 071B1300071
135
2.008 FORM, FUNCTION & UTILITY
If the Contract is for use of more than one State agency and if the Deliverable/Service does not the meet the
form, function, and utility required by that State agency, that agency may, subject to State purchasing policies,
procure the Deliverable/Service from another source.
2.009 REFORMATION AND SEVERABILITY
Each provision of the Contract is severable from all other provisions of the Contract and, if one or more of the
provisions of the Contract is declared invalid, the remaining provisions of the Contract remain in full force and
effect.
2.10
Consents and Approvals
Except as expressly provided otherwise in the Contract, if either party requires the consent or approval of the
other party for the taking of any action under the Contract, the consent or approval must be in writing and must
not be unreasonably withheld or delayed.
2.011 NO WAIVER OF DEFAULT
If a party fails to insist upon strict adherence to any term of the Contract then the party has not waived the right
to later insist upon strict adherence to that term, or any other term, of the Contract.
2.012 SURVIVAL
Any provisions of the Contract that impose continuing obligations on the parties, including without limitation the
parties’ respective warranty, indemnity and confidentiality obligations, survive the expiration or termination of
the Contract for any reason. Specific references to survival in the Contract are solely for identification purposes
and not meant to limit or prevent the survival of any other section
2.020
Contract Administration
2.021 ISSUING OFFICE
This Contract is issued by the Department of Management and Budget, Purchasing Operations and [insert
agency] (collectively, including all other relevant State of Michigan departments and agencies, the “State”).
Purchasing Operations is the sole point of contact in the State with regard to all procurement and contractual
matters relating to the Contract. The Purchasing Operations Contract Administrator for this Contract is:
2.022 CONTRACT COMPLIANCE INSPECTOR
The Director of Purchasing Operations directs the person named below, or his or her designee, to monitor and
coordinate the activities for the Contract on a day-to-day basis during its term.
Monitoring Contract activities
does not imply the authority to change, modify, clarify, amend, or otherwise alter the prices, terms,
conditions and specifications of the Contract. Purchasing Operations is the only State office
authorized to change, modify, amend, alter or clarify the prices, specifications, terms and conditions of
this Contract.
The Contract Compliance Inspector for this Contract is:
2.023 PROJECT MANAGER-A
The following individual will oversee the project:
2.024 CHANGE REQUESTS
The State reserves the right to request from time to time any changes to the requirements and specifications of
the Contract and the work to be performed by the Contractor under the Contract. During the course of ordinary
business, it may become necessary for the State to discontinue certain business practices or create Additional
Services/Deliverables. At a minimum, to the extent applicable, the State would like the Contractor to provide a
detailed outline of all work to be done, including tasks necessary to accomplish the Services/Deliverables,
timeframes, listing of key personnel assigned, estimated hours for each individual per task, and a complete and
detailed cost justification.
Contract No. 071B1300071
136
If the State requests or directs the Contractor to perform any Services/Deliverables that are outside the scope
of the Contractor’s responsibilities under the Contract (“New Work”), the Contractor must notify the State
promptly, and before commencing performance of the requested activities, that it believes the requested
activities are New Work. If the Contractor fails to notify the State before commencing performance of the
requested activities, any such activities performed before the Contractor gives notice shall be conclusively
considered to be in-scope Services/Deliverables, not New Work.
If the State requests or directs the Contractor to perform any services or provide deliverables that are
consistent with and similar to the Services/Deliverables being provided by the Contractor under the Contract,
but which the Contractor reasonably and in good faith believes are not included within the Statements of Work,
then before performing such services or providing such deliverables, the Contractor shall notify the State in
writing that it considers the services or deliverables to be an Additional Service/Deliverable for which the
Contractor should receive additional compensation. If the Contractor does not so notify the State, the
Contractor shall have no right to claim thereafter that it is entitled to additional compensation for performing that
service or providing that deliverable. If the Contractor does so notify the State, then such a service or
deliverable shall be governed by the Change Request procedure in this Section.
In the event prices or service levels are not acceptable to the State, the Additional Services or New Work shall
be subject to competitive bidding based upon the specifications.
(1) Change Request at State Request
If the State should require Contractor to perform New Work, Additional Services or make changes to the
Services that would affect the Contract completion schedule or the amount of compensation due
Contractor (a “Change”), the State shall submit a written request for Contractor to furnish a proposal for
carrying out the requested Change (a “Change Request”).
(2) Contractor Recommendation for Change Requests:
Contractor shall be entitled to propose a Change to the State, on its own initiative, should it be of the
opinion that this would benefit the Contract.
(3) Upon receipt of a Change Request or on its own initiative, Contractor shall examine the implications of the
requested Change on the technical specifications, Contract schedule and price of the Deliverables and
Services and shall submit to the State without undue delay a written proposal for carrying out the Change.
Contractor’s proposal will include any associated changes in the technical specifications, Contract
schedule and price and method of pricing of the Services. If the Change is to be performed on a time and
materials basis, the Amendment Labor Rates shall apply to the provision of such Services. If Contractor
provides a written proposal and should Contractor be of the opinion that a requested Change is not to be
recommended, it shall communicate its opinion to the State but shall nevertheless carry out the Change
as specified in the written proposal if the State directs it to do so.
(4) By giving Contractor written notice within a reasonable time, the State must be entitled to accept a
Contractor proposal for Change, to reject it, or to reach another agreement with Contractor. Should the
parties agree on carrying out a Change, a written Contract Change Notice must be prepared and issued
under this Contract, describing the Change and its effects on the Services and any affected components
of this Contract (a “Contract Change Notice”).
(5) No proposed Change must be performed until the proposed Change has been specified in a duly executed
Contract Change Notice issued by the Department of Management and Budget, Purchasing Operations.
(6) If the State requests or directs the Contractor to perform any activities that Contractor believes constitute a
Change, the Contractor must notify the State that it believes the requested activities are a Change before
beginning to work on the requested activities. If the Contractor fails to notify the State before beginning to
work on the requested activities, then the Contractor waives any right to assert any claim for additional
compensation or time for performing the requested activities. If the Contractor commences performing
work outside the scope of this Contract and then ceases performing that work, the Contractor must, at the
request of the State, retract any out-of-scope work that would adversely affect the Contract.
2.025 NOTICES
Any notice given to a party under the Contract must be deemed effective, if addressed to the party as
addressed below, upon: (i) delivery, if hand delivered; (ii) receipt of a confirmed transmission by facsimile if a
copy of the notice is sent by another means specified in this Section; (iii) the third Business Day after being sent
by U.S. mail, postage pre-paid, return receipt requested; (iv) the next Business Day after being sent by a
nationally recognized overnight express courier with a reliable tracking system State:
State of Michigan
Contract No. 071B1300071
137
Purchasing Operations
Attention:
PO Box 30026
530 West Allegan
Lansing, Michigan 48909
Contractor:
Name:
Address:
Either party may change its address where notices are to be sent by giving notice according to this Section.
2.026 BINDING COMMITMENTS
Representatives of Contractor must have the authority to make binding commitments on Contractor’s behalf
within the bounds set forth in the Contract. Contractor may change the representatives from time to time upon
written notice.
2.027 RELATIONSHIP OF THE PARTIES
The relationship between the State and Contractor is that of client and independent contractor. No agent,
employee, or servant of Contractor or any of its Subcontractors must be or must be deemed to be an employee,
agent or servant of the State for any reason. Contractor will be solely and entirely responsible for its acts and
the acts of its agents, employees, servants and Subcontractors during the performance of the Contract.
2.028 COVENANT OF GOOD FAITH
Each party must act reasonably and in good faith. Unless stated otherwise in the Contract, the parties will not
unreasonably delay, condition or withhold the giving of any consent, decision or approval that is either
requested or reasonably required of them in order for the other party to perform its responsibilities under the
Contract.
2.029 ASSIGNMENTS
(a) Neither party may assign a contract exclusively for services, or assign or delegate any of its duties
or obligations under such contract, to another party (whether by operation of law or otherwise), without the prior
approval of the other party. The State may, however, assign such contract to any other State agency,
department, or division without the prior approval of the Contractor.
(b) If the Contractor intends to assign such contract or any of the Contractor's rights or duties under
such contract, the Contractor must notify the State and provide adequate information about the assignee at
least 90 days before the proposed assignment or as otherwise provided by law or court order. The State may
withhold approval from proposed assignments, subcontracts, or novations if the State determines, in its sole
discretion, that the transfer of responsibility would decrease the State's likelihood of receiving performance on
such contract or the State's ability to recover damages.
(c) If the State permits an assignment, the State may, or may not, agree to do future business with
such assignee. Contractor agrees that such assignee shall satisfy the contractual obligations to the State after
such assignment. If the Contractor assigns it right to receive payments, Contractor is not relieved of its
responsibility to perform any of its contractual duties
2.030
General Provisions
2.031 MEDIA RELEASES
News releases (including promotional literature and commercial advertisements) pertaining to the RFP and
Contract or project to which it relates shall not be made without prior written State approval, and then only in
accordance with the explicit written instructions from the State. No results of the activities associated with the
RFP and Contract are to be released without prior written approval of the State and then only to persons
designated.
Contract No. 071B1300071
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2.032 CONTRACT DISTRIBUTION
Purchasing Operations retains the sole right of Contract distribution to all State agencies and local units of
government unless other arrangements are authorized by Purchasing Operations.
2.033 PERMITS
Contractor must obtain and pay any associated costs for all required governmental permits, licenses and
approvals for the delivery, installation and performance of the Services. The State must pay for all costs and
expenses incurred in obtaining and maintaining any necessary easements or right of way.
2.034 WEBSITE INCORPORATION
See SSSO ,”Other Terms and Conditions”
2.035
Future Bidding Preclusion
Contractor acknowledges that, to the extent this Contract involves the creation, research, investigation or
generation of a future RFP; it may be precluded from bidding on the subsequent RFP. The State reserves the
right to disqualify any bidder if the State determines that the bidder has used its position (whether as an
incumbent Contractor, or as a Contractor hired to assist with the RFP development, or as a Vendor offering free
assistance) to gain a competitive advantage on the RFP
2.036 FREEDOM OF INFORMATION
All information in any proposal submitted to the State by Contractor and this Contract is subject to the
provisions of the Michigan Freedom of Information Act, 1976 Public Act No. 442, as amended, MCL 15.231, et
seq (the “FOIA”).
2.037 DISASTER RECOVERY – DELETED NA
2.040
Financial Provisions
2.041 FIXED PRICES FOR SERVICES/DELIVERABLES – DELETED NA
2.042 ADJUSTMENTS FOR REDUCTIONS IN SCOPE OF SERVICES/DELIVERABLES
If the scope of the Services/Deliverables under any Statement of Work issued under this Contract is
subsequently reduced by the State, the parties shall negotiate an equitable reduction in Contractor’s charges
under such Statement of Work commensurate with the reduction in scope.
2.043 SERVICES/DELIVERABLES COVERED
For all Services/Deliverables to be provided by Contractor (and its Subcontractors, if any) under this Contract,
the State shall not be obligated to pay any amounts in addition to the charges specified in this Contract.
2.044 INVOICING AND PAYMENT – IN GENERAL
(a) Each Statement of Work issued under this Contract shall list (or indicate by reference to the appropriate
Contract Exhibit) the prices for all Services/Deliverables, equipment and commodities to be provided, and
the associated payment milestones and payment amounts.
(b) Each Contractor invoice will show details as to charges by Service/Deliverable component and location at
a level of detail reasonably necessary to satisfy the State’s accounting and charge-back requirements.
Invoices for Services performed on a time and materials basis will show, for each individual, the number
of hours of Services performed during the billing period, the billable skill/labor category for such person
and the applicable hourly billing rate. Prompt payment by the State is contingent on the Contractor’s
invoices showing the amount owed by the State minus any holdback amount to be retained by the State
in accordance with
Section 1.600
.
(c) Correct invoices will be due and payable by the State, in accordance with the State’s standard payment
procedure as specified in 1984 Public Act No. 279, MCL 17.51 et seq., within 45 days after receipt,
provided the State determines that the invoice was properly rendered.
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(d) All invoices should reflect actual work done. Specific details of invoices and payments will be agreed upon
between the Contract Administrator and the Contractor after the proposed Contract Agreement has been
signed and accepted by both the Contractor and the Director of Purchasing Operations, Department of
Management & Budget. This activity will occur only upon the specific written direction from Purchasing
Operations.
The specific payment schedule for any Contract(s) entered into, as the State and the Contractor(s) will
mutually agree upon. The schedule should show payment amount and should reflect actual work done by
the payment dates, less any penalty cost charges accrued by those dates. As a general policy
statements shall be forwarded to the designated representative by the 15th day of the following month.
The Government may make progress payments to the Contractor when requested as work progresses, but
not more frequently than monthly, in amounts approved by the Contract Administrator, after negotiation.
Contractor must show verification of measurable progress at the time of requesting progress payments.
2.045 PRO-RATION
To the extent there are any Services that are to be paid for on a monthly basis, the cost of such Services shall
be pro-rated for any partial month.
2.046 ANTITRUST ASSIGNMENT
The Contractor assigns to the State any claim for overcharges resulting from antitrust violations to the extent
that those violations concern materials or services supplied by third parties to the Contractor, toward fulfillment
of this Contract.
2.047 FINAL PAYMENT
The making of final payment by the State to Contractor does not constitute a waiver by either party of any rights
or other claims as to the other party’s continuing obligations under the Contract, nor will it constitute a waiver of
any claims by one party against the other arising from unsettled claims or failure by a party to comply with this
Contract, including claims for Services and Deliverables not reasonably known until after acceptance to be
defective or substandard. Contractor’s acceptance of final payment by the State under this Contract shall
constitute a waiver of all claims by Contractor against the State for payment under this Contract, other than
those claims previously filed in writing on a timely basis and still unsettled.
2.048 ELECTRONIC PAYMENT REQUIREMENT
Electronic transfer of funds is required for payments on State Contracts. Contractors are required to register
with the State electronically at
http://www.cpexpress.state.mi.us
. As stated in Public Act 431 of 1984, all
contracts that the State enters into for the purchase of goods and services shall provide that payment will be
made by electronic fund transfer (EFT).
2.050
Taxes
2.051 EMPLOYMENT TAXES
Contractors are expected to collect and pay all applicable federal, state, and local employment taxes, including
the taxes.
2.052 SALES AND USE TAXES
Contractors are required to be registered and to remit sales and use taxes on taxable sales of tangible personal
property or services delivered into the State. Contractors that lack sufficient presence in Michigan to be
required to register and pay tax must do so as a volunteer. This requirement extends to: (1) all members of any
controlled group as defined in § 1563(a) of the Internal Revenue Code and applicable regulations of which the
company is a member, and (2) all organizations under common control as defined in § 414(c) of the Internal
Revenue Code and applicable regulations of which the company is a member that make sales at retail for
delivery into the State are registered with the State for the collection and remittance of sales and use taxes. In
applying treasury regulations defining “two or more trades or businesses under common control” the term
“organization” means sole proprietorship, a partnership (as defined in § 701(a) (2) of the Internal Revenue
Code), a trust, an estate, a corporation, or a limited liability company
.
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2.060
Contract Management
2.061 CONTRACTOR PERSONNEL QUALIFICATIONS
All persons assigned by Contractor to the performance of Services under this Contract must be employees of
Contractor or its majority-owned (directly or indirectly, at any tier) subsidiaries (or a State-approved
Subcontractor) and must be fully qualified to perform the work assigned to them. Contractor must include a
similar provision in any subcontract entered into with a Subcontractor. For the purposes of this Contract,
independent contractors engaged by Contractor solely in a staff augmentation role must be treated by the State
as if they were employees of Contractor for this Contract only; however, the State understands that the
relationship between Contractor and Subcontractor is an independent contractor relationship.
2.062 CONTRACTOR KEY PERSONNEL
(a) The Contractor must provide the Contract Compliance Inspector with the names of the Key Personnel.
(b) Key Personnel must be dedicated as defined in the Statement of Work to the Project for its duration in the
applicable Statement of Work with respect to other individuals designated as Key Personnel for that
Statement of Work.
(c) The State will have the right to recommend and approve in writing the initial assignment, as well as any
proposed reassignment or replacement, of any Key Personnel. Before assigning an individual to any Key
Personnel position, Contractor will notify the State of the proposed assignment, will introduce the
individual to the appropriate State representatives, and will provide the State with a resume and any other
information about the individual reasonably requested by the State. The State reserves the right to
interview the individual before granting written approval. In the event the State finds a proposed individual
unacceptable, the State will provide a written explanation including reasonable detail outlining the reasons
for the rejection.
(d) Contractor must not remove any Key Personnel from their assigned roles on the Contract without the prior
written consent of the State. The Contractor’s removal of Key Personnel without the prior written consent
of the State is an unauthorized removal (“Unauthorized Removal”). Unauthorized Removals does not
include replacing Key Personnel for reasons beyond the reasonable control of Contractor, including
illness, disability, leave of absence, personal emergency circumstances, resignation or for cause
termination of the Key Personnel’s employment. Unauthorized Removals does not include replacing Key
Personnel because of promotions or other job movements allowed by Contractor personnel policies or
Collective Bargaining Agreement(s) as long as the State receives prior written notice before shadowing
occurs and Contractor provides 30 days of shadowing unless parties agree to a different time period. The
Contractor with the State must review any Key Personnel replacements, and appropriate transition
planning will be established. Any Unauthorized Removal may be considered by the State to be a material
breach of the Contract, in respect of which the State may elect to exercise its termination and cancellation
rights.
(e) The Contractor must notify the Contract Compliance Inspector and the Contract Administrator at least 10
business days before redeploying non-Key Personnel, who are dedicated to primarily to the Project, to
other projects. If the State does not object to the redeployment by its scheduled date, the Contractor may
then redeploy the non-Key Personnel.
2.063 RE-ASSIGNMENT OF PERSONNEL AT THE STATE’S REQUEST
The State reserves the right to require the removal from the Project of Contractor personnel found, in the
judgment of the State, to be unacceptable. The State’s request must be written with reasonable detail outlining
the reasons for the removal request. Additionally, the State’s request must be based on legitimate, good faith
reasons. Replacement personnel for the removed person must be fully qualified for the position. If the State
exercises this right, and the Contractor cannot immediately replace the removed personnel, the State agrees to
an equitable adjustment in schedule or other terms that may be affected by the State’s required removal. If any
incident with removed personnel results in delay not reasonably anticipatable under the circumstances and
which is attributable to the State, the applicable SLAs for the affected Service will not be counted for a time as
agreed to by the parties.
2.064 CONTRACTOR PERSONNEL LOCATION
All staff assigned by Contractor to work on the Contract will perform their duties either primarily at Contractor’s
offices and facilities or at State facilities. Without limiting the generality of the foregoing, Key Personnel will, at
a minimum, spend at least the amount of time on-site at State facilities as indicated in the applicable Statement
of Work. Subject to availability, selected Contractor personnel may be assigned office space to be shared with
State personnel.
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2.065 CONTRACTOR IDENTIFICATION
Contractor employees must be clearly identifiable while on State property by wearing a State-issued badge, as
required. Contractor employees are required to clearly identify themselves and the company they work for
whenever making contact with State personnel by telephone or other means.
2.066 COOPERATION WITH THIRD PARTIES
Contractor agrees to cause its personnel and the personnel of any Subcontractors to cooperate with the State
and its agents and other contractors including the State’s Quality Assurance personnel. As reasonably
requested by the State in writing, the Contractor will provide to the State’s agents and other contractors
reasonable access to Contractor’s Project personnel, systems and facilities to the extent the access relates to
activities specifically associated with this Contract and will not interfere or jeopardize the safety or operation of
the systems or facilities. The State acknowledges that Contractor’s time schedule for the Contract is very
specific and agrees not to unnecessarily or unreasonably interfere with, delay or otherwise impeded
Contractor’s performance under this Contract with the requests for access.
2.067 CONTRACT MANAGEMENT RESPONSIBILITIES
Contractor shall be responsible for all acts and omissions of its employees, as well as the acts and omissions of
any other personnel furnished by Contractor to perform the Services. Contractor shall have overall
responsibility for managing and successfully performing and completing the Services/Deliverables, subject to
the overall direction and supervision of the State and with the participation and support of the State as specified
in this Contract. Contractor’s duties will include monitoring and reporting the State’s performance of its
participation and support responsibilities (as well as Contractor’s own responsibilities) and providing timely
notice to the State in Contractor’s reasonable opinion if the State’s failure to perform its responsibilities in
accordance with the Project Plan is likely to delay the timely achievement of any Contract tasks.
The Contractor will provide the Services/Deliverables directly or through its affiliates, subsidiaries,
subcontractors or resellers. Regardless of the entity providing the Service/Deliverable, the Contractor will act
as a single point of contact coordinating these entities to meet the State’s need for Services/Deliverables.
Nothing in this Contract, however, shall be construed to authorize or require any party to violate any applicable
law or regulation in its performance of this Contract.
2.068 CONTRACTOR RETURN OF STATE EQUIPMENT/RESOURCES
The Contractor must return to the State any State-furnished equipment, facilities and other resources when no
longer required for the Contract in the same condition as when provided by the State, reasonable wear and tear
excepted.
2.070
Subcontracting by Contractor
2.071 CONTRACTOR FULL RESPONSIBILITY
Contractor shall have full responsibility for the successful performance and completion of all of the Services and
Deliverables. The State will consider Contractor to be the sole point of contact with regard to all contractual
matters under this Contract, including payment of any and all charges for Services and Deliverables.
2.072 STATE CONSENT TO DELEGATION
Contractor shall not delegate any duties under this Contract to a Subcontractor unless the Department of
Management and Budget, Purchasing Operations has given written consent to such delegation. The State
shall have the right of prior written approval of all Subcontractors and to require Contractor to replace any
Subcontractors found, in the reasonable judgment of the State, to be unacceptable. The State’s request shall
be written with reasonable detail outlining the reasons for the removal request. Additionally, the State’s request
shall be based on legitimate, good faith reasons. Replacement Subcontractor(s) for the removed Subcontractor
shall be fully qualified for the position. If the State exercises this right, and the Contractor cannot immediately
replace the removed Subcontractor, the State will agree to an equitable adjustment in schedule or other terms
that may be affected by the State’s required removal. If any such incident with a removed Subcontractor results
in delay not reasonable anticipatable under the circumstances and which is attributable to the State, the
applicable SLA for the affected Work will not be counted for a time agreed upon by the parties.
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2.073 SUBCONTRACTOR BOUND TO CONTRACT
In any subcontracts entered into by Contractor for the performance of the Services, Contractor shall require the
Subcontractor, to the extent of the Services to be performed by the Subcontractor, to be bound to Contractor by
the terms of this Contract and to assume toward Contractor all of the obligations and responsibilities that
Contractor, by this Contract, assumes toward the State. The State reserves the right to receive copies of and
review all subcontracts, although Contractor may delete or mask any proprietary information, including pricing,
contained in such contracts before providing them to the State. The management of any Subcontractor will be
the responsibility of Contractor, and Contractor shall remain responsible for the performance of its
Subcontractors to the same extent as if Contractor had not subcontracted such performance. Contractor shall
make all payments to Subcontractors or suppliers of Contractor. Except as otherwise agreed in writing by the
State and Contractor, the State will not be obligated to direct payments for the Services other than to
Contractor. The State’s written approval of any Subcontractor engaged by Contractor to perform any obligation
under this Contract shall not relieve Contractor of any obligations or performance required under this Contract.
A list of the Subcontractors, if any, approved by the State as of the execution of this Contract, together with a
copy of the applicable subcontract is attached.
2.074 FLOW DOWN
Except where specifically approved in writing by the State on a case-by-case basis, Contractor shall flow down
the obligations in
Sections 2.031, 2.060, 2.100, 2.110, 2.120, 2.130, and 2.200
in all of its agreements with any
Subcontractors.
2.075 COMPETITIVE SELECTION
The Contractor shall select subcontractors (including suppliers) on a competitive basis to the maximum
practical extent consistent with the objectives and requirements of the Contract.
2.080
State Responsibilities
2.081 EQUIPMENT
The State will provide only the equipment and resources identified in the Statements of Work and other
Contract Exhibits.
2.082 FACILITIES
The State must designate space as long as it is available and as provided in the Statement of Work, to house
the Contractor’s personnel whom the parties agree will perform the Services/Deliverables at State facilities
(collectively, the “State Facilities”). The Contractor must have reasonable access to, and unless agreed
otherwise by the parties in writing must observe and comply with all rules and regulations relating to each of the
State Facilities (including hours of operation) used by the Contractor in the course of providing the Services.
Contractor agrees that it will not, without the prior written consent of the State, use any State Facilities or
access any State information systems provided for the Contractor’s use, or to which the Contractor otherwise
gains access in the course of performing the Services, for any purpose other than providing the Services to the
State.
2.090
Security
2.091 BACKGROUND CHECKS
On a case-by-case basis, the State may investigate the Contractor's personnel before they may have access to
State facilities and systems. The scope of the background check is at the discretion of the State and the results
will be used to determine Contractor personnel eligibility for working within State facilities and systems. The
investigations will include Michigan State Police Background checks (ICHAT) and may include the National
Crime Information Center (NCIC) Finger Prints. Proposed Contractor personnel may be required to complete
and submit an RI-8 Fingerprint Card for the NCIC Finger Print Check. Any request for background checks will
be initiated by the State and will be reasonably related to the type of work requested.
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All Contractor personnel will also be expected to comply with the State’s security and acceptable use policies
for State IT equipment and resources. See
http://www.michigan.gov/dit.
Furthermore, Contractor personnel will
be expected to agree to the State’s security and acceptable use policies before the Contractor personnel will be
accepted as a resource to perform work for the State. It is expected the Contractor will present these
documents to the prospective employee before the Contractor presents the individual to the State as a
proposed resource. Contractor staff will be expected to comply with all Physical Security procedures in place
within the facilities where they are working.
2.092 SECURITY BREACH NOTIFICATION
If the Contractor breaches this Section, the Contractor must (i) promptly cure any deficiencies and (ii) comply
with any applicable federal and state laws and regulations pertaining to unauthorized disclosures. Contractor
and the State will cooperate to mitigate, to the extent practicable, the effects of any breach, intrusion, or
unauthorized use or disclosure. Contractor must report to the State in writing any use or disclosure of
Confidential Information, whether suspected or actual, other than as provided for by the Contract within 10 days
of becoming aware of the use or disclosure or the shorter time period as is reasonable under the
circumstances.
2.093 PCI DATA SECURITY REQUIREMENTS
Contractors with access to credit/debit card cardholder data must adhere to the Payment Card Industry (PCI)
Data Security requirements. Contractor agrees that they are responsible for security of cardholder data in their
possession. Contractor agrees that data can ONLY be used for assisting the State in completing a transaction,
supporting a loyalty program, supporting the State, providing fraud control services, or for other uses
specifically required by law.
Contractor agrees to provide business continuity in the event of a major disruption, disaster or failure.
The Contractor will contact the Department of Management and Budget, Financial Services immediately to
advise them of any breaches in security where card data has been compromised. In the event of a security
intrusion, the Contractor agrees the Payment Card Industry representative, or a Payment Card Industry
approved third party, will be provided with full cooperation and access to conduct a thorough security review.
The review will validate compliance with the Payment Card Industry Data Security Standard for protecting
cardholder data.
Contractor agrees to properly dispose sensitive cardholder data when no longer needed. The Contractor will
continue to treat cardholder data as confidential upon contract termination.
The Contractor will provide the Department of Management and Budget, Financial Services documentation
showing PCI Data Security certification has been achieved. The Contractor will advise the Department of
Management and Budget, Financial Services of all failures to comply with the PCI Data Security Requirements.
Failures include, but are not limited to system scans and self-assessment questionnaires. The Contractor will
provide a time line for corrective action.
2.100
Confidentiality
2.101 CONFIDENTIALITY
Contractor and the State each acknowledge that the other possesses and will continue to possess confidential
information that has been developed or received by it. As used in this Section, “Confidential Information” of
Contractor must mean all non-public proprietary information of Contractor (other than Confidential Information
of the State as defined below), which is marked confidential, restricted, proprietary, or with a similar
designation. “Confidential Information” of the State must mean any information which is retained in confidence
by the State (or otherwise required to be held in confidence by the State under applicable federal, state and
local laws and regulations) or which, in the case of tangible materials provided to Contractor by the State under
its performance under this Contract, is marked as confidential, proprietary or with a similar designation by the
State. “Confidential Information” excludes any information (including this Contract) that is publicly available
under the Michigan FOIA.
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2.102 PROTECTION AND DESTRUCTION OF CONFIDENTIAL INFORMATION
The State and Contractor will each use at least the same degree of care to prevent disclosing to third parties
the Confidential Information of the other as it employs to avoid unauthorized disclosure, publication or
dissemination of its own confidential information of like character, but in no event less than reasonable care.
Neither Contractor nor the State will (i) make any use of the Confidential Information of the other except as
contemplated by this Contract, (ii) acquire any right in or assert any lien against the Confidential Information of
the other, or (iii) if requested to do so, refuse for any reason to promptly return the other party's Confidential
Information to the other party. Each party will limit disclosure of the other party’s Confidential Information to
employees and Subcontractors who must have access to fulfill the purposes of this Contract. Disclosure to,
and use by, a Subcontractor is permissible where (A) use of a Subcontractor is authorized under this Contract,
(B) the disclosure is necessary or otherwise naturally occurs in connection with work that is within the
Subcontractor's scope of responsibility, and (C) Contractor obligates the Subcontractor in a written Contract to
maintain the State’s Confidential Information in confidence. At the State's request, any employee of Contractor
and of any Subcontractor having access or continued access to the State’s Confidential Information may be
required to execute an acknowledgment that the employee has been advised of Contractor’s and the
Subcontractor’s obligations under this Section and of the employee’s obligation to Contractor or Subcontractor,
as the case may be, to protect the Confidential Information from unauthorized use or disclosure.
Promptly upon termination or cancellation of the Contract for any reason, Contractor must certify to the State
that Contractor has destroyed all State Confidential Information.
2.103 EXCLUSIONS
Notwithstanding the foregoing, the provisions in this Section will not apply to any particular information which
the State or Contractor can demonstrate (i) was, at the time of disclosure to it, in the public domain; (ii) after
disclosure to it, is published or otherwise becomes part of the public domain through no fault of the receiving
party; (iii) was in the possession of the receiving party at the time of disclosure to it without an obligation of
confidentiality; (iv) was received after disclosure to it from a third party who had a lawful right to disclose the
information to it without any obligation to restrict its further disclosure; or (v) was independently developed by
the receiving party without reference to Confidential Information of the furnishing party. Further, the provisions
of this Section will not apply to any particular Confidential Information to the extent the receiving party is
required by law to disclose the Confidential Information, provided that the receiving party (i) promptly provides
the furnishing party with notice of the legal request, and (ii) assists the furnishing party in resisting or limiting the
scope of the disclosure as reasonably requested by the furnishing party.
2.104 NO IMPLIED RIGHTS
Nothing contained in this Section must be construed as obligating a party to disclose any particular Confidential
Information to the other party, or as granting to or conferring on a party, expressly or impliedly, any right or
license to the Confidential Information of the other party.
2.105 RESPECTIVE OBLIGATIONS
The parties’ respective obligations under this Section must survive the termination or expiration of this Contract
for any reason.
2.110
Records and Inspections
2.111 INSPECTION OF WORK PERFORMED
The State’s authorized representatives must at all reasonable times and with 10 days prior written request,
have the right to enter Contractor’s premises, or any other places, where the Services are being performed, and
must have access, upon reasonable request, to interim drafts of Deliverables or work-in-progress. Upon 10
Days prior written notice and at all reasonable times, the State’s representatives must be allowed to inspect,
monitor, or otherwise evaluate the work being performed and to the extent that the access will not reasonably
interfere or jeopardize the safety or operation of the systems or facilities. Contractor must provide all
reasonable facilities and assistance for the State’s representatives.
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2.112 EXAMINATION OF RECORDS
For seven years after the Contractor provides any work under this Contract (the "Audit Period"), the State may
examine and copy any of Contractor’s books, records, documents and papers pertinent to establishing
Contractor’s compliance with the Contract and with applicable laws and rules. The State must notify the
Contractor 20 days before examining the Contractor's books and records. The State does not have the right to
review any information deemed confidential by the Contractor to the extent access would require the
confidential information to become publicly available. This provision also applies to the books, records,
accounts, documents and papers, in print or electronic form, of any parent, affiliated or subsidiary organization
of Contractor, or any Subcontractor of Contractor performing services in connection with the Contract.
2.113 RETENTION OF RECORDS
Contractor must maintain at least until the end of the Audit Period all pertinent financial and accounting records
(including time sheets and payroll records, and information pertaining to the Contract and to the Services,
equipment, and commodities provided under the Contract) pertaining to the Contract according to generally
accepted accounting principles and other procedures specified in this Section. Financial and accounting
records must be made available, upon request, to the State at any time during the Audit Period. If an audit,
litigation, or other action involving Contractor’s records is initiated before the end of the Audit Period, the
records must be retained until all issues arising out of the audit, litigation, or other action are resolved or until
the end of the Audit Period, whichever is later.
2.114 AUDIT RESOLUTION
If necessary, the Contractor and the State will meet to review each audit report promptly after issuance. The
Contractor will respond to each audit report in writing within 30 days from receipt of the report, unless a shorter
response time is specified in the report. The Contractor and the State must develop, agree upon and monitor
an action plan to promptly address and resolve any deficiencies, concerns, and/or recommendations in the
audit report.
2.115 ERRORS
If the audit demonstrates any errors in the documents provided to the State, then the amount in error must be
reflected as a credit or debit on the next invoice and in subsequent invoices until the amount is paid or refunded
in full. However, a credit or debit may not be carried for more than four invoices. If a balance remains after four
invoices, then the remaining amount will be due as a payment or refund within 45 days of the last quarterly
invoice that the balance appeared on or termination of the contract, whichever is earlier.
In addition to other available remedies, the difference between the payment received and the correct payment
amount is greater than 10%, then the Contractor must pay all of the reasonable costs of the audit.
2.120
Warranties
2.121 WARRANTIES AND REPRESENTATIONS
(The agency may include other contract specific warranties here, such as specific industry standards,
professional standards, etc.)
The Contractor represents and warrants:
(a) It is capable of fulfilling and will fulfill all of its obligations under this Contract. The performance of
all obligations under this Contract must be provided in a timely, professional, and workmanlike manner and
must meet the performance and operational standards required under this Contract.
(b) The Contract appendices, attachments, and exhibits identify the equipment, software, and services
necessary for the Deliverable(s) to comply with the Contract's requirements.
(c) It is the lawful owner or licensee of any Deliverable licensed or sold to the State by Contractor or
developed by the Contractor for this Contract, and Contractor has all of the rights necessary to convey to the
State the ownership rights or licensed use, as applicable, of any Deliverable(s). None of the Deliverable(s)
provided by Contractor to the State, nor their use by the State, will infringe the patent, trademark, copyright,
trade secret, or other proprietary rights of any third party.
(d) If the Contractor procures any equipment, software, or other Deliverable(s) for the State (including
equipment, software, and other Deliverable(s) manufactured, re-marketed or otherwise sold by the Contractor
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or under the Contractor's name), then the Contractor must assign or otherwise transfer to the State or its
designees, or afford the State the benefits of, any manufacturer's warranty for the Deliverable(s).
(e) The Contract signatory has the authority to enter into this Contract on behalf of the Contractor.
(f) It is qualified and registered to transact business in all locations where required.
(g) Neither the Contractor nor any affiliates, nor any employee of either, has, will have, or will acquire,
any interest that would conflict in any manner with the Contractor's performance of its duties and responsibilities
to the State or otherwise create an appearance of impropriety with respect to the award or performance of this
Contract. The Contractor must notify the State about the nature of any conflict or appearance of impropriety
within two (2) days of learning about it.
(h) Neither the Contractor nor any affiliates, nor any employee of either, has accepted or will accept
anything of value based on an understanding that the actions of the Contractor, its affiliates, or its employees
on behalf of the State would be influenced. The Contractor must not attempt to influence any State employee
by the direct or indirect offer of anything of value.
(i) Neither the Contractor nor any affiliates, nor any employee of either, has paid or agreed to pay any
person, other than bona fide employees and consultants working solely for the Contractor or the affiliate, any
fee, commission, percentage, brokerage fee, gift, or any other consideration, contingent upon or resulting from
the award or making of this Contract.
(j) The Contractor arrived at its proposed prices independently, without communication or agreement
with any other bidder for the purpose of restricting competition. The Contractor did not knowingly disclose its
quoted prices for this Contract to any other bidder before the award of the Contract. The Contractor made no
attempt to induce any other person or entity to submit or not submit a proposal for the purpose of restricting
competition.
(k) All financial statements, reports, and other information furnished by the Contractor to the State in
connection with the award of this Contract fairly and accurately represent the Contractor's business, properties,
financial condition, and results of operations as of the respective dates covered by the financial statements,
reports, or other information. There has been no material adverse change in the Contractor's business,
properties, financial condition, or results of operation.
(l) All written information furnished to the State by or for the Contractor in connection with the award of
this Contract is true, accurate, and complete, and contains no false statement of material fact nor omits any
material fact that would make the submitted information misleading.
(m) It will immediately notify DTMB-Purchasing Operations if any of the certifications, representations,
or disclosures made in the Contractor's original bid response change after the Contract is awarded.
2.122 WARRANTY OF MERCHANTABILITY – DELETED NA
2.123 WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE – DELETED NA
2.124 WARRANTY OF TITLE
The Contractor must convey good title to any Deliverable(s) provided to the State. All Deliverable(s) provided
by the Contractor must be delivered free from any security interest, lien, or encumbrance of which the State, at
the time of contracting, has no knowledge. Deliverable(s) provided by the Contractor must be delivered free of
any rightful claim of infringement by any third person.
2.125 EQUIPMENT WARRANTY
(This section is necessary only if equipment is being purchased. If not necessary, the agency should replace
the text of the section with "Deleted, Not Applicable.")
(a) The Contractor represents and warrants that the equipment/system(s) are in good operating
condition and perform to the requirements contained in this Contract at the time of Final Acceptance, and for a
period of one year (the time period may be changed) following Final Acceptance.
(b) To the extent the Contractor is responsible for maintaining equipment/system(s), the Contractor
represents and warrants that it will maintain the equipment/system(s) in good operating condition and will
undertake all repairs and preventive maintenance according to the applicable manufacturer's recommendations
for the period specified in this Contract.
(c) The Contractor must provide a toll-free telephone number for the State to report equipment failures
and problems.
(d) Within [insert number of days that the Deliverable(s) must be fixed within] Days of notification, the
Contractor must adjust, repair or replace all equipment that is defective or not performing in compliance with the
Contract No. 071B1300071
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Contract. The Contractor must assume all costs for replacing parts or units and their installation including
transportation and delivery fees, if any.
(e) The Contractor agrees that all warranty service it provides must be performed by Original
Equipment Manufacturer (OEM) trained, certified, and authorized technicians.
(f) The Contractor is the sole point of contact for warranty service.
(g) All warranty work must be performed at State locations.
EQUIPMENT TO BE NEW
The Contractor must provide new Deliverable(s) where the Contractor knows or has the ability to select
between new or like-new Unless specified in Article 1, Statement of Work, equipment that is assembled from
new or serviceable used parts that are like new in performance is acceptable only where the Contractor does
not have knowledge or the ability to select one or the other.
2.127 PROHIBITED PRODUCTS
Shipping of salvage, distressed, outdated, or discontinued goods to any State agency will be considered a
material default by the Contractor. The brand and product number offered for all items will remain consistent
for the term of the Contract, unless DTMB-Purchasing Operations has approved a change order under Section
2.024 Contract Changes.
2.128 CONSEQUENCES FOR BREACH-
In addition to any remedies available in law, if the Contractor breaches any of the warranties contained in
Section 2.310, Warranties, the breach may be considered a material default.
2.130
Insurance
2.131 LIABILITY INSURANCE
The Contractor must provide proof of the minimum levels of insurance coverage as indicated below. The
insurance must protect the State from claims that may arise out of or result from the Contractor’s performance
of services under the terms of this Contract, whether the services are performed by the Contractor, or by any
subcontractor, or by anyone directly or indirectly employed by any of them, or by anyone for whose acts they
may be liable.
The Contractor waives all rights against the State of Michigan, its departments, divisions, agencies, offices,
commissions, officers, employees and agents for recovery of damages to the extent these damages are
covered by the insurance policies the Contractor is required to maintain under this Contract.
All insurance coverage provided relative to this Contract/Purchase Order is PRIMARY and NON-
CONTRIBUTING to any comparable liability insurance (including self-insurances) carried by the State.
The insurance must be written for not less than any minimum coverage specified in this Contract or required by
law, whichever is greater.
The insurers selected by Contractor must have an A.M. Best rating of A or better, or as otherwise approved in
writing by the State, or if the ratings are no longer available, with a comparable rating from a recognized
insurance rating agency. All policies of insurance required in this Contract must be issued by companies that
have been approved to do business in the State.
See
www.michigan.gov/dleg
.
Where specific limits are shown, they are the minimum acceptable limits. If Contractor’s policy contains higher
limits, the State must be entitled to coverage to the extent of the higher limits.
The Contractor is required to pay for and provide the type and amount of insurance checked
below:
1.
Commercial General Liability with the following minimum coverage:
$2,000,000 General Aggregate Limit other than Products/Completed Operations
$2,000,000 Products/Completed Operations Aggregate Limit
$1,000,000 Personal & Advertising Injury Limit
$1,000,000 Each Occurrence Limit
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The Contractor must list the State of Michigan, its departments, divisions, agencies, offices, commissions,
officers, employees and agents as ADDITIONAL INSUREDS on the Commercial General Liability certificate.
The Contractor also agrees to provide evidence that insurance policies contain a waiver of subrogation by the
insurance company.
2.
If a motor vehicle is used to provide services or products under this Contract, the Contractor
must have vehicle liability insurance on any auto including owned, hired and non-owned vehicles used in
Contractor‘s business for bodily injury and property damage as required by law.
The Contractor must list the State of Michigan, its departments, divisions, agencies, offices, commissions,
officers, employees and agents as ADDITIONAL INSUREDS on the vehicle liability certificate. The Contractor
also agrees to provide evidence that insurance policies contain a waiver of subrogation by the insurance
company.
3.
Workers’ compensation coverage must be provided according to applicable laws governing the
employees and employers work activities in the state of the Contractor’s domicile. If a self-insurer provides the
applicable coverage, proof must be provided of approved self-insured authority by the jurisdiction of domicile.
For employees working outside of the state of qualification, Contractor must provide appropriate certificates of
insurance proving mandated coverage levels for the jurisdictions where the employees’ activities occur.
Any certificates of insurance received must also provide a list of states where the coverage is applicable.
The Contractor also agrees to provide evidence that insurance policies contain a waiver of subrogation by the
insurance company. This provision must not be applicable where prohibited or limited by the laws of the
jurisdiction in which the work is to be performed.
4.
Employers liability insurance with the following minimum limits:
$100,000 each accident
$100,000 each employee by disease
$500,000 aggregate disease
5.
Employee Fidelity, including Computer Crimes, insurance naming the State as a loss payee,
providing coverage for direct loss to the State and any legal liability of the State arising out of or related to
fraudulent or dishonest acts committed by the employees of Contractor or its Subcontractors, acting alone or in
collusion with others, in a minimum amount of one million dollars ($1,000,000.00) with a maximum deductible of
fifty thousand dollars ($50,000.00).
6.
Umbrella or Excess Liability Insurance in a minimum amount of ten million dollars
($10,000,000.00), which must apply, at a minimum, to the insurance required in Subsection 1 (Commercial
General Liability) above.
7.
Professional Liability (Errors and Omissions) Insurance with the following minimum coverage:
three million dollars ($3,000,000.00) each occurrence and three million dollars ($3,000,000.00) annual
aggregate.
8.
Fire and Personal Property Insurance covering against any loss or damage to the office space
used by Contractor for any reason under this Contract, and the equipment, software and other contents of the
office space, including without limitation, those contents used by Contractor to provide the Services to the
State, up to its replacement value, where the office space and its contents are under the care, custody and
control of Contractor. The policy must cover all risks of direct physical loss or damage, including without
limitation, flood and earthquake coverage and coverage for computer hardware and software. The State must
be endorsed on the policy as a loss payee as its interests appear.
2.132 SUBCONTRACTOR INSURANCE COVERAGE
Except where the State has approved in writing a Contractor subcontract with other insurance provisions,
Contractor must require all of its Subcontractors under this Contract to purchase and maintain the insurance
coverage as described in this Section for the Contractor in connection with the performance of work by those
Subcontractors. Alternatively, Contractor may include any Subcontractors under Contractor’s insurance on the
coverage required in this Section. Subcontractor(s) must fully comply with the insurance coverage required in
Contract No. 071B1300071
149
this Section. Failure of Subcontractor(s) to comply with insurance requirements does not limit Contractor’s
liability or responsibility.
2.133 CERTIFICATES OF INSURANCE AND OTHER REQUIREMENTS
Contractor must furnish to DMB Purchasing Operations, certificate(s) of insurance verifying insurance coverage
or providing satisfactory evidence of self-insurance as required in this Section (the “Certificates”). The
Certificate must be on the standard “accord” form or equivalent.
The Contract Number or the Purchase
Order Number must be shown on the Certificate Of Insurance To Assure Correct Filing.
All Certificate(s)
are to be prepared and submitted by the Insurance Provider. All Certificate(s) must contain a provision
indicating that coverage afforded under the policies WILL NOT BE CANCELLED, MATERIALLY CHANGED,
OR NOT RENEWED without 30 days prior written notice, except for 10 days for non-payment of premium,
having been given to the Director of Purchasing Operations, Department of Management and Budget. The
notice must include the Contract or Purchase Order number affected. Before the Contract is signed, and not
less than 20 days before the insurance expiration date every year thereafter, the Contractor must provide
evidence that the State and its agents, officers and employees are listed as additional insured under each
commercial general liability and commercial automobile liability policy. In the event the State approves the
representation of the State by the insurer’s attorney, the attorney may be required to be designated as a
Special Assistant Attorney General by the Attorney General of the State of Michigan.
The Contractor must maintain all required insurance coverage throughout the term of the Contract and any
extensions and, in the case of claims-made Commercial General Liability policies, must secure tail coverage for
at least three years following the expiration or termination for any reason of this Contract. The minimum limits
of coverage specified above are not intended, and must not be construed; to limit any liability or indemnity of
Contractor under this Contract to any indemnified party or other persons. Contractor is responsible for all
deductibles with regard to the insurance. If the Contractor fails to pay any premium for required insurance as
specified in this Contract, or if any insurer cancels or significantly reduces any required insurance as specified
in this Contract without the State’s written consent, then the State may, after the State has given the Contractor
at least 30 days written notice, pay the premium or procure similar insurance coverage from another company
or companies. The State may deduct any part of the cost from any payment due the Contractor, or the
Contractor must pay that cost upon demand by the State.
2.140
Indemnification
2.141 GENERAL INDEMNIFICATION
To the extent permitted by law and subject to the Limitation of Liability, the Contractor must indemnify, defend
and hold harmless the State from liability, including all claims and losses, and all related costs and expenses
(including reasonable attorneys’ fees and costs of investigation, litigation, settlement, judgments, interest and
penalties), accruing or resulting to any person, firm or corporation by the Contractor in the performance of this
Contract and that are attributable to the negligence or tortious acts of the Contractor or any of its
subcontractors, or by anyone else for whose acts any of them may be liable.
2.142 CODE INDEMNIFICATION
To the extent permitted by law, the Contractor shall indemnify, defend and hold harmless the State from any
claim, loss, or expense arising from Contractor’s breach of the No Surreptitious Code Warranty.
2.143 EMPLOYEE INDEMNIFICATION
In any claims against the State of Michigan, its departments, divisions, agencies, sections, commissions,
officers, employees and agents, by any employee of the Contractor or any of its subcontractors, the
indemnification obligation under the Contract must not be limited in any way by the amount or type of damages,
compensation or benefits payable by or for the Contractor or any of its subcontractors under worker’s disability
compensation acts, disability benefit acts or other employee benefit acts. This indemnification clause is
intended to be comprehensive. Any overlap in provisions, or the fact that greater specificity is provided as to
some categories of risk, is not intended to limit the scope of indemnification under any other provisions.
2.144 PATENT/COPYRIGHT INFRINGEMENT INDEMNIFICATION
To the extent permitted by law, the Contractor must indemnify, defend and hold harmless the State from and
against all losses, liabilities, damages (including taxes), and all related costs and expenses (including
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150
reasonable attorneys’ fees and costs of investigation, litigation, settlement, judgments, interest and penalties)
payable to a third party that is incurred in connection with any action or proceeding threatened or brought
against the State to the extent that the action or proceeding is based on a claim that any piece of equipment,
software, commodity or service supplied by the Contractor or its subcontractors, or the operation of the
equipment, software, commodity or service, or the use or reproduction of any documentation provided with the
equipment, software, commodity or service infringes any United States patent, copyright, trademark or trade
secret of any person or entity, which is enforceable under the laws of the United States.
In addition, should the equipment, software, commodity, or service, or its operation, become or in the State’s or
Contractor’s opinion be likely to become the subject of a claim of infringement, the Contractor must at the
Contractor’s sole expense (i) procure for the State the right to continue using the equipment, software,
commodity or service or, if the option is not reasonably available to the Contractor, (ii) replace or modify to the
State’s satisfaction the same with equipment, software, commodity or service of equivalent function and
performance so that it becomes non-infringing, or, if the option is not reasonably available to Contractor, (iii)
accept its return by the State with appropriate credits to the State against the Contractor’s charges and
reimburse the State for any losses or costs incurred as a consequence of the State ceasing its use and
returning it. . The foregoing is the State’s exclusive remedy and Contractor’s entire obligation regarding any
third party intellectual property claims.
Notwithstanding the foregoing, the Contractor has no obligation to indemnify or defend the State for, or to pay
any costs, damages or attorneys’ fees related to, any claim based upon (i) equipment developed based on
written specifications of the State; (ii) use of the equipment in a configuration other than implemented or
approved in writing by the Contractor, including, but not limited to, any modification of the equipment by the
State; or (iii) the combination, operation, or use of the equipment with equipment, software
or commodities
not
supplied by the Contractor under this Contract
;
or (iv) the distribution, operation or use of a Product by a third
party; or (v) infringement by equipment, software, commodity or service that is owned by a third party.
2.145 CONTINUATION OF INDEMNIFICATION OBLIGATION
The Contractor’s duty to indemnify under this Section continues in full force and effect, notwithstanding the
expiration or early cancellation of the Contract, with respect to any claims based on facts or conditions that
occurred before expiration or cancellation.
2.146 INDEMNIFICATION PROCEDURES
The procedures set forth below must apply to all indemnity obligations under this Contract.
(a) After the State receives notice of the action or proceeding involving a claim for which it will seek
indemnification, the State must promptly notify Contractor of the claim in writing and take or assist
Contractor in taking, as the case may be, any reasonable action to avoid the imposition of a default
judgment against Contractor.and to the extent that any principles of Michigan governmental or public law
may be involved or challenged, the State has the right, at its own expense, to control the defense of that
portion of the claim involving the principles of Michigan governmental or public law. But the State may
retain control of the defense and settlement of a claim by notifying the Contractor in writing within 10 days
after the State’s receipt of Contractor’s information requested by the State under clause. No failure to
notify the Contractor relieves the Contractor of its indemnification obligations except to the extent that the
Contractor can prove damages attributable to the failure. Within 10 days following receipt of written notice
from the State relating to any claim, the Contractor must notify the State in writing whether Contractor
agrees to assume control of the defense and settlement of that claim (a “Notice of Election”). After
notifying Contractor of a claim and before the State receiving Contractor’s Notice of Election, the State is
entitled to defend against the claim, at the Contractor’s expense, and the Contractor will be responsible
for any reasonable costs incurred by the State in defending against the claim during that period.
2.150
Termination/Cancellation.
2.151 NOTICE AND RIGHT TO CURE
See IPLA, Section 8. “Warranty and Exclusions”
2.153 TERMINATION FOR CONVENIENCE
The State may terminate this Contract for its convenience, in whole or part, if the State determines that a
termination is in the State’s best interest as long as all option charges have been paid. Reasons for the
termination must be left to the sole discretion of the State and may include, but not necessarily be limited to (a)
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the State no longer needs the Services or products specified in the Contract, (b) relocation of office, program
changes, changes in laws, rules, or regulations make implementation of the Services no longer practical or
feasible, (c) unacceptable prices for Additional Services or New Work requested by the State, or (d) falsification
or misrepresentation, by inclusion or non-inclusion, of information material to a response to any RFP issued by
the State. The State may terminate this Contract for its convenience, in whole or in part, by giving Contractor
written notice at least 30 days before the date of termination. . Services and related provisions of this Contract
that are terminated for cause must cease on the effective date of the termination.
2.154 TERMINATION FOR NON-APPROPRIATION
(a) Contractor acknowledges that, if this Contract extends for several fiscal years, continuation of this Contract
is subject to appropriation or availability of funds for this Contract. If funds to enable the State to effect
continued payment under this Contract are not appropriated or otherwise made available, the State must
terminate this Contract and all affected Statements of Work, in whole or in part, at the end of the last
period for which funds have been appropriated or otherwise made available by giving written notice of
termination to Contractor. The State must give Contractor at least 30 days advance written notice of
termination for non-appropriation or unavailability (or the time as is available if the State receives notice of
the final decision less than 30 days before the funding cutoff).
(b) If funding for the Contract is reduced by law, or funds to pay Contractor for the agreed-to level of the
Services or production of Deliverables to be provided by Contractor are not appropriated or otherwise
unavailable, the State may, upon 30 days written notice to Contractor, reduce the level of the Services or
the change the production of Deliverables in the manner and for the periods of time as the State may
elect. The charges payable under this Contract will be equitably adjusted to reflect any equipment,
services or commodities not provided by reason of the reduction.
(c) If the State terminates this Contract, eliminates certain Deliverables, or reduces the level of Services to be
provided by Contractor under this Section, the State must pay Contractor for all Work-in-Process
performed through the effective date of the termination or reduction in level, as the case may be and as
determined by the State, to the extent funds are available. This Section will not preclude Contractor from
reducing or stopping Services/Deliverables or raising against the State in a court of competent jurisdiction,
any claim for a shortfall in payment for Services performed or Deliverables finally accepted before the
effective date of termination.
2.155 TERMINATION FOR CRIMINAL CONVICTION
The State may terminate this Contract immediately and without further liability or penalty in the event
Contractor, an officer of Contractor, or an owner of a 25% or greater share of Contractor is convicted of a
criminal offense related to a State, public or private Contract or subcontract.
2.156 TERMINATION FOR APPROVALS RESCINDED
The State may terminate this Contract if any final administrative or judicial decision or adjudication disapproves
a previously approved request for purchase of personal services under Constitution 1963, Article 11, § 5, and
Civil Service Rule 7-1. In that case, the State will pay the Contractor for only the work completed to that point
under the Contract. Termination may be in whole or in part and may be immediate as of the date of the written
notice to Contractor or may be effective as of the date stated in the written notice.
2.157 RIGHTS AND OBLIGATIONS UPON TERMINATION
(a) If the State terminates this Contract for any reason, the Contractor must (a) stop all work as specified in
the notice of termination, (b) take any action that may be necessary, or that the State may direct, for
preservation and protection of Deliverables or other property derived or resulting from this Contract that
may be in Contractor’s possession, (c) return all materials and property provided directly or indirectly to
Contractor by any entity, agent or employee of the State, (d) transfer title in, and deliver to, the State,
unless otherwise directed, all Deliverables intended to be transferred to the State at the termination of the
Contract and which are resulting from the Contract (which must be provided to the State on an “As-Is”
basis except to the extent the amounts paid by the State in respect of the items included compensation to
Contractor for the provision of warranty services in respect of the materials), and (e) take any action to
mitigate and limit any potential damages, or requests for Contractor adjustment or termination settlement
costs, to the maximum practical extent, including terminating or limiting as otherwise applicable those
subcontracts and outstanding orders for material and supplies resulting from the terminated Contract.
(b) Regardless of the basis for the termination, the State is not obligated to pay, or otherwise compensate,
Contractor for any lost expected future profits, costs or expenses incurred with respect to Services not
actually performed for the State.
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(c) Upon a good faith termination, the State may assume, at its option, any subcontracts and agreements for
services and deliverables provided under this Contract, and may further pursue completion of the
Services/Deliverables under this Contract by replacement contract or otherwise as the State may in its
sole judgment deem expedient.
2.158 RESERVATION OF RIGHTS
Any termination of this Contract or any Statement of Work issued under it by a party must be with full
reservation of, and without prejudice to, any rights or remedies otherwise available to the party with respect to
any claims arising before or as a result of the termination.
2.160
Termination by Contractor
2.161 TERMINATION BY CONTRACTOR
If the State breaches the Contract, and the Contractor in its sole discretion determines that the breach is
curable, then the Contractor will provide the State with written notice of the breach and a time period (not less
than 30 days) to cure the breach. The Notice of Breach and opportunity to cure is inapplicable for successive
and repeated breaches.
The Contractor may terminate this Contract if the State (i) materially breaches its obligation to pay the
Contractor undisputed amounts due and owing under this Contract, (ii) breaches its other obligations under this
Contract to an extent that makes it impossible or commercially impractical for the Contractor to perform the
Services, or (iii) does not cure the breach within the time period specified in a written notice of breach. But the
Contractor must discharge its obligations under
Section 2.160
before it terminates the Contract.
2.170
Transition Responsibilities – Deleted NA
2.180
Stop Work
2.181 STOP WORK ORDERS
The State may, at any time, by written stop work order to Contractor, require that Contractor stop all, or any
part, of the work called for by the Contract for a period of up to 90 calendar days after the stop work order is
delivered to Contractor, and for any further period to which the parties may agree. The stop work order must be
identified as a stop work order and must indicate that it is issued under this
Section
2.150
. Upon receipt of the
stop work order, Contractor must immediately comply with its terms and take all reasonable steps to minimize
incurring costs allocable to the work covered by the stop work order during the period of work stoppage. Within
the period of the stop work order, the State must either: (a) cancel the stop work order; or (b) terminate the
work covered by the stop work order as provided in
Section
2.130
.
2.182 CANCELLATION OR EXPIRATION OF STOP WORK ORDER
The Contractor must resume work if the State cancels a Stop Work Order or if it expires. The parties will agree
upon an equitable adjustment in the delivery schedule, the Contract price, or both, and the Contract must be
modified, in writing, accordingly, if: (a) the stop work order results in an increase in the time required for, or in
Contractor’s costs properly allocable to, the performance of any part of the Contract; and (b) Contractor asserts
its right to an equitable adjustment within 30 calendar days after the end of the period of work stoppage;
provided that, if the State decides the facts justify the action, the State may receive and act upon a Contractor
proposal submitted at any time before final payment under the Contract. Any adjustment will conform to the
requirements of
Section
2.024
.
2.183 ALLOWANCE OF CONTRACTOR COSTS
If the stop work order is not canceled and the work covered by the stop work order is terminated for reasons
other than material breach, the termination must be deemed to be a termination for convenience under
Section
2.153
, and the State will pay reasonable costs resulting from the stop work order in arriving at the termination
settlement. For the avoidance of doubt, the State is not liable to Contractor for loss of profits because of a stop
work order issued under this Section
.
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153
2.190
Dispute Resolution
2.191 IN GENERAL
Any claim, counterclaim, or dispute between the State and Contractor arising out of or relating to the Contract
or any Statement of Work must be resolved as follows. For all Contractor claims seeking an increase in the
amounts payable to Contractor under the Contract, or the time for Contractor’s performance, Contractor must
submit a letter, together with all data supporting the claims, executed by Contractor’s Contract Administrator or
the Contract Administrator's designee certifying that (a) the claim is made in good faith, (b) the amount claimed
accurately reflects the adjustments in the amounts payable to Contractor or the time for Contractor’s
performance for which Contractor believes the State is liable and covers all costs of every type to which
Contractor is entitled from the occurrence of the claimed event, and (c) the claim and the supporting data are
current and complete to Contractor’s best knowledge and belief.
2.192 INFORMAL DISPUTE RESOLUTION
(a)
All disputes between the parties must be resolved under the Contract Management procedures in this
Contract. If the parties are unable to resolve any disputes after compliance with the processes, the parties
must meet with the Director of Purchasing Operations, DMB, or designee, for the purpose of attempting to
resolve the dispute without the need for formal legal proceedings, as follows:
(1)
The representatives of Contractor and the State must meet as often as the parties reasonably deem
necessary to gather and furnish to each other all information with respect to the matter in issue which the
parties believe to be appropriate and germane in connection with its resolution. The representatives must
discuss the problem and negotiate in good faith in an effort to resolve the dispute without the necessity of any
formal proceeding.
(2)
During the course of negotiations, all reasonable requests made by one party to another for non-
privileged information reasonably related to the Contract will be honored in order that each of the parties may
be fully advised of the other’s position.
(3)
The specific format for the discussions will be left to the discretion of the designated State and
Contractor representatives, but may include the preparation of agreed upon statements of fact or written
statements of position.
(4)
Following the completion of this process within 60 calendar days, the Director of Purchasing
Operations, DMB, or designee, must issue a written opinion regarding the issue(s) in dispute within 30 calendar
days. The opinion regarding the dispute must be considered the State’s final action and the exhaustion of
administrative remedies.
(b)
This Section will not be construed to prevent either party from instituting, and a party is authorized to
institute, formal proceedings earlier to avoid the expiration of any applicable limitations period, to preserve a
superior position with respect to other creditors, or under Section 2.193.
(c)
The State will not mediate disputes between the Contractor and any other entity, except state agencies,
concerning responsibility for performance of work under the Contract.
2.193 INJUNCTIVE RELIEF
The only circumstance in which disputes between the State and Contractor will not be subject to the provisions
of
Section
2.192
is where a party makes a good faith determination that a breach of the terms of the Contract
by the other party is the that the damages to the party resulting from the breach will be so immediate, so large
or severe and so incapable of adequate redress after the fact that a temporary restraining order or other
immediate injunctive relief is the only adequate remedy.
2.194 CONTINUED PERFORMANCE
Each party agrees to continue performing its obligations under the Contract while a dispute is being resolved
except to the extent the issue in dispute precludes performance (dispute over payment must not be deemed to
preclude performance) and without limiting either party’s right to terminate the Contract as provided in
Section
2.150
, as the case may be.
2.200
Federal and State Contract Requirements
2.201 NONDISCRIMINATION
In the performance of the Contract, Contractor agrees not to discriminate against any employee or applicant for
employment, with respect to his or her hire, tenure, terms, conditions or privileges of employment, or any matter
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154
directly or indirectly related to employment, because of race, color, religion, national origin, ancestry, age, sex,
height, weight, and marital status, physical or mental disability. Contractor further agrees that every
subcontract entered into for the performance of this Contract or any purchase order resulting from this Contract
will contain a provision requiring non-discrimination in employment, as specified here, binding upon each
Subcontractor. This covenant is required under the Elliot Larsen Civil Rights Act, 1976 PA 453, MCL 37.2101,
et
seq., and the Persons with Disabilities Civil Rights Act, 1976 PA 220, MCL 37.1101, et seq., and any breach
of this provision may be regarded as a material breach of the Contract.
2.202 UNFAIR LABOR PRACTICES
Under 1980 PA 278, MCL 423.321, et seq., the State must not award a Contract or subcontract to an employer
whose name appears in the current register of employers failing to correct an unfair labor practice compiled
under section 2 of the Act. This information is compiled by the United States National Labor Relations Board.
A Contractor of the State, in relation to the Contract, must not enter into a contract with a Subcontractor,
manufacturer, or supplier whose name appears in this register. Under section 4 of 1980 PA 278, MCL 423.324,
the State may void any Contract if, after award of the Contract, the name of Contractor as an employer or the
name of the Subcontractor, manufacturer or supplier of Contractor appears in the register.
2.203 WORKPLACE SAFETY AND DISCRIMINATORY HARASSMENT
In performing Services for the State, the Contractor must comply with the Department of Civil Services Rule 2-
20 regarding Workplace Safety and Rule 1-8.3 regarding Discriminatory Harassment. In addition, the
Contractor must comply with Civil Service regulations and any applicable agency rules provided to the
Contractor. For Civil Service Rules, see
http://www.mi.gov/mdcs/0,1607,7-147-6877---,00.html
.
2.204 PREVAILING WAGE
The rates of wages and fringe benefits to be paid each class of individuals employed by the Contractor, its
subcontractors, their subcontractors, and all persons involved with the performance of this Contract in privity of
contract with the Contractor shall not be less than the wage rates and fringe benefits established by the
Michigan Department of Labor and Economic Development, Wage and Hour Bureau, schedule of occupational
classification and wage rates and fringe benefits for the local where the work is to be performed. The term
Contractor shall include all general contractors, prime contractors, project managers, trade contractors, and all
of their contractors or subcontractors and persons in privity of contract with them.
The Contractor, its subcontractors, their subcontractors and all persons involved with the performance of this
contract in privity of contract with the Contractor shall keep posted on the work site, in a conspicuous place, a
copy of all wage rates and fringe benefits as prescribed in the contract. You must also post, in a conspicuous
place, the address and telephone number of the Michigan Department of Labor and Economic Development,
the office responsible for enforcement of the wage rates and fringe benefits. You shall keep an accurate record
showing the name and occupation of the actual wage and benefits paid to each individual employed in
connection with this contract. This record shall be available to the State upon request for reasonable
inspection.
If any trade is omitted from the list of wage rates and fringe benefits to be paid to each class of individuals by
the Contractor, it is understood that the trades omitted shall also be paid not less than the wage rate and fringe
benefits prevailing in the local where the work is to be performed.
2.210
Governing Law
2.211 GOVERNING LAW
The Contract must in all respects be governed by, and construed according to, the substantive laws of the State
of Michigan without regard to any Michigan choice of law rules that would apply the substantive law of any other
jurisdiction to the extent not inconsistent with, or pre-empted by federal law.
2.212 COMPLIANCE WITH LAWS
Contractor shall comply with all applicable state, federal and local laws and ordinances in providing the
Services/Deliverables.
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2.213 JURISDICTION
Any dispute arising from the Contract must be resolved in the State of Michigan. With respect to any claim
between the parties, Contractor consents to venue in Ingham County, Michigan, and irrevocably waives any
objections it may have to the jurisdiction on the grounds of lack of personal jurisdiction of the court or the laying
of venue of the court or on the basis of forum non conveniens or otherwise. Contractor agrees to appoint
agents in the State of Michigan to receive service of process.
2.220
Limitation of Liability
2.221 LIMITATION OF LIABILITY
Neither the Contractor nor the State is liable to each other, regardless of the form of action, for consequential,
incidental, indirect, or special damages. This limitation of liability does not apply to claims for infringement of
United States patent, copyright, trademark or trade secrets; to claims for personal injury or damage to property
caused by the gross negligence or willful misconduct of the Contractor; to claims covered by other specific
provisions of this Contract calling for liquidated damages; or to court costs or attorney’s fees awarded by a
court in addition to damages after litigation based on this Contract.
The Contractor’s liability for damages to the State is limited to direct damages not to exceed the total contract
value of the applicable SSSO.(one year) The foregoing limitation of liability does not apply to claims for
infringement of United States patent, copyright, trademarks or trade secrets; to claims for personal injury or
damage to property caused by the gross negligence or willful misconduct of the Contractor; to claims covered
by other specific provisions of this Contract calling for liquidated damages; or to court costs or attorney’s fees
awarded by a court in addition to damages after litigation based on this Contract.
The State’s liability for damages to the Contractor is limited to the value of the Contract.
2.230
Disclosure Responsibilities
2.231 DISCLOSURE OF LITIGATION
Contractor must disclose any material criminal litigation, investigations or proceedings involving the Contractor
(and each Subcontractor) or any of its officers or directors or any litigation, investigations or proceedings under
the Sarbanes-Oxley Act. In addition, each Contractor (and each Subcontractor) must notify the State of any
material civil litigation, arbitration or proceeding which arises during the term of the Contract and extensions
and any claim or written allegation of fraud against the Contractor (or, if the Contractor is aware, any
Subcontractor) by a governmental or public entity arising out of the Contractor's business dealings with
governmental or public entities, to which Contractor (or, to the extent Contractor is aware, any Subcontractor
hereunder) is a party. Contractor will satisfy this requirement through submission of their annual report.
2.232 CALL CENTER DISCLOSURE
Contractor and/or all subcontractors involved in the performance of this Contract providing call or contact center
services to the State may disclose the location of its call or contact center services to inbound callers. -
2.233 BANKRUPTCY
The State may, without prejudice to any other right or remedy, terminate this Contract, in whole or in part, and,
at its option, may take possession of the “Work in Process” and finish the Works in Process by whatever
appropriate method the State may deem expedient if:
(a) the Contractor files for protection under the bankruptcy laws;
(b) an involuntary petition is filed against the Contractor and not removed within 30 days;
(c
the Contractor becomes insolvent
be adjudicated bankrupt
or if a receiver is appointed due to the
Contractor's insolvency;
(d) the Contractor makes a general assignment for the benefit of creditors; or
(e) the Contractor or its affiliates are unable to provide reasonable assurances that the Contractor or its
affiliates can deliver the services under this Contract.
Contractor will fix appropriate notices or labels on the Work in Process to indicate ownership by the State. To
the extent reasonably possible, materials and Work in Process must be stored separately from other stock and
marked conspicuously with labels indicating ownership by the State.
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2.240
Performance
2.241 TIME OF PERFORMANCE
(a) Contractor must use commercially reasonable efforts to provide the resources necessary to complete all
Services and Deliverables according to the time schedules contained in the Statements of Work and other
Exhibits governing the work, and with professional quality.
(b) Without limiting the generality of
Section 2.241,
Contractor must notify the State in a timely manner upon
becoming aware of any circumstances that may reasonably be expected to jeopardize the timely and
successful completion of any Deliverables/Services on the scheduled due dates in the latest State-
approved delivery schedule and must inform the State of the projected actual delivery date.
(c) If the Contractor believes that a delay in performance by the State has caused or will cause the Contractor
to be unable to perform its obligations according to specified Contract time periods, the Contractor must
notify the State in a timely manner and must use commercially reasonable efforts to perform its
obligations according to the Contract time periods notwithstanding the State’s failure. Contractor will not
be in default for a delay in performance to the extent the delay is caused by the State.
2.242 SERVICE LEVEL AGREEMENT
(a) SLAs will be completed with the following operational considerations:
(1) SLAs will not be calculated for individual Incidents where any event of Excusable Failure has been
determined; Incident means any interruption in Services.
(2) SLAs will not be calculated for individual Incidents where loss of service is planned and where the State
has received prior notification or coordination.
(3) SLAs will not apply if the applicable Incident could have been prevented through planning proposed by
Contractor and not implemented at the request of the State. To invoke this consideration, complete
documentation relevant to the denied planning proposal must be presented to substantiate the
proposal.
(4) Time period measurements will be based on the time Incidents are received by the Contractor and the
time that the State receives notification of resolution based on 24x7x365 time period, except that the
time period measurement will be suspended based on the following:
(i) Time period(s) will not apply where Contractor does not have access to a physical State Location
and where access to the State Location is necessary for problem identification and resolution.
(ii) Time period(s) will not apply where Contractor needs to obtain timely and accurate information or
appropriate feedback and is unable to obtain timely and accurate information or appropriate
feedback from the State.
(b) Chronic Failure for any Service(s) will be defined as three unscheduled outage(s) or interruption(s) on any
individual Service for the same reason or cause or if the same reason or cause was reasonably
discoverable in the first instance over a rolling 30 day period. Chronic Failure will result in the State’s
option to terminate the effected individual Service(s) and procure them from a different vendor for the
chronic location(s) with Contractor to pay the difference in charges for up to three additional months. The
termination of the Service will not affect any tiered pricing levels.
(c) Root Cause Analysis will be performed on any Business Critical outage(s) or outage(s) on Services when
requested by the Contract Administrator. Contractor will provide its analysis within two weeks of
outage(s) and provide a recommendation for resolution.
(d) All decimals must be rounded to two decimal places with five and greater rounding up and four and less
rounding down unless otherwise specified.
2.243 LIQUIDATED DAMAGES – DELETED NA
2.244 EXCUSABLE FAILURE
Neither party will be liable for any default, damage or delay in the performance of its obligations under the
Contract to the extent the default, damage or delay is caused by government regulations or requirements
(executive, legislative, judicial, military or otherwise), power failure, electrical surges or current fluctuations,
lightning, earthquake, war, water or other forces of nature or acts of God, delays or failures of transportation,
equipment shortages, suppliers’ failures, or acts or omissions of common carriers, fire; riots, civil disorders;
strikes or other labor disputes, embargoes; injunctions (provided the injunction was not issued as a result of any
fault or negligence of the party seeking to have its default or delay excused); or any other cause beyond the
reasonable control of a party; provided the non-performing party and its Subcontractors are without fault in
causing the default or delay, and the default or delay could not have been prevented by reasonable precautions
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and cannot reasonably be circumvented by the non-performing party through the use of alternate sources,
workaround plans or other means, including disaster recovery plans.
If a party does not perform its contractual obligations for any of the reasons listed above, the non-performing
party will be excused from any further performance of its affected obligation(s) for as long as the circumstances
prevail. But the party must use commercially reasonable efforts to recommence performance whenever and to
whatever extent possible without delay. A party must promptly notify the other party in writing immediately after
the excusable failure occurs, and also when it abates or ends.
If any of the above-enumerated circumstances substantially prevent, hinder, or delay the Contractor’s
performance of the Services/provision of Deliverables for more than 10 Business Days, and the State
determines that performance is not likely to be resumed within a period of time that is satisfactory to the State in
its reasonable discretion, then at the State’s option: (a) the State may procure the affected
Services/Deliverables from an alternate source, and the State is not be liable for payment for the unperformed
Services/ Deliverables not provided under the Contract for so long as the delay in performance continues; (b)
the State may terminate any portion of the Contract so affected and the charges payable will be equitably
adjusted to reflect those Services/Deliverables terminated; or (c) the State may terminate the affected
Statement of Work without liability to Contractor as of a date specified by the State in a written notice of
termination to the Contractor, except to the extent that the State must pay for Services/Deliverables provided
through the date of termination.
The Contractor will not have the right to any additional payments from the State as a result of any Excusable
Failure occurrence or to payments for Services not rendered/Deliverables not provided as a result of the
Excusable Failure condition. Defaults or delays in performance by Contractor which are caused by acts or
omissions of its Subcontractors will not relieve Contractor of its obligations under the Contract except to the
extent that a Subcontractor is itself subject to an Excusable Failure condition described above and Contractor
cannot reasonably circumvent the effect of the Subcontractor’s default or delay in performance through the use
of alternate sources, workaround plans or other means.
2.250
Approval of Deliverables
2.251 DELIVERY OF DELIVERABLES
A list of the Deliverables to be prepared and delivered by Contractor including, for each Deliverable, the
scheduled delivery date and a designation of whether the Deliverable is a document (“Written Deliverable”) or a
Custom Software Deliverable is attached, if applicable. All Deliverables shall be completed and delivered for
State review and written approval and, where applicable, installed in accordance with the State-approved
delivery schedule and any other applicable terms and conditions of this Contract.
Prior to delivering any Deliverable to the State, Contractor will first perform all required quality assurance
activities, and, in the case of Custom Software Deliverables, System Testing to verify that the Deliverable is
complete and in conformance with its specifications. Before delivering a Deliverable to the State, Contractor
shall certify to the State that (1) it has performed such quality assurance activities, (2) it has performed any
applicable testing, (3) it has corrected all material deficiencies discovered during such quality assurance
activities and testing, (4) the Deliverable is in a suitable state of readiness for the State’s review and approval,
and (5) the Deliverable/Service has all Critical Security patches/updates applied.
In discharging its obligations under this Section, Contractor shall be at all times (except where the parties agree
otherwise in writing) in compliance with Level 3 of the Software Engineering Institute’s Capability Maturity
Model for Software (“CMM Level 3”) or its equivalent.
2.252 CONTRACTOR SYSTEM TESTING
Contractor will be responsible for System Testing each Custom Software Deliverable in Contractor’s
development environment prior to turning over the Custom Software Deliverable to the State for User
Acceptance Testing and approval. Contractor’s System Testing shall include the following, at a minimum, plus
any other testing required by CMM Level 3 or Contractor’s system development methodology:
Contractor will be responsible for performing Unit Testing and incremental Integration Testing of the
components of each Custom Software Deliverable.
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Contractor’s System Testing will also include Integration Testing of each Custom Software Deliverable to
ensure proper inter-operation with all prior software Deliverables, interfaces and other components that are
intended to inter-operate with such Custom Software Deliverable, and will include Regression Testing, volume
and stress testing to ensure that the Custom Software Deliverables are able to meet the State’s projected
growth in the number and size of transactions to be processed by the Application and number of users, as such
projections are set forth in the applicable Statement of Work.
Contractor’s System Testing will also include Business Function Testing and Technical Testing of each
Application in a simulated production environment. Business Function Testing will include testing of full work
streams that flow through the Application as the Application will be incorporated within the State’s computing
environment. The State shall participate in and provide support for the Business Function Testing to the extent
reasonably requested by Contractor. Within ten (10) days before the commencement of Business Function
Testing pursuant to this Section, Contractor shall provide the State for State review and written approval
Contractor’s test plan for Business Function Testing.
Within five (5) Business Days following the completion of System Testing pursuant to this
Section
, Contractor
shall provide to the State a testing matrix establishing that testing for each condition identified in the System
Testing plans has been conducted and successfully concluded. To the extent that testing occurs on State
premises, the State shall be entitled to observe or otherwise participate in testing under this Section as the
State may elect.
2.253 APPROVAL OF DELIVERABLES, IN GENERAL
All Deliverables (Written Deliverables and Custom Software Deliverables) require formal written approval by the
State, in accordance with the following procedures. Formal approval by the State requires that the Deliverable
be confirmed in writing by the State to meet its specifications, which, in the case of Custom Software
Deliverables, will include the successful completion of State User Acceptance Testing, to be led by the State
with the support and assistance of Contractor. The parties acknowledge that the approval process set forth
herein will be facilitated by ongoing consultation between the parties, visibility of interim and intermediate
Deliverables and collaboration on key decisions.
The State’s obligation to comply with any State Review Period is conditioned on the timely delivery of
Deliverables being reviewed. If Contractor fails to provide a Deliverable to the State in a timely manner, the
State will nevertheless use commercially reasonable efforts to complete its review or testing within the
applicable State Review Period.
Before commencement of its review or testing of a Deliverable, the State may inspect the Deliverable to confirm
that all components of the Deliverable (e.g., software, associated documentation, and other materials) have
been delivered. If the State determines that the Deliverable is incomplete, the State may refuse delivery of the
Deliverable without performing any further inspection or testing of the Deliverable. Otherwise, the review period
will be deemed to have started on the day the State receives the Deliverable and the applicable certification by
Contractor in accordance with this Section.
The State will approve in writing a Deliverable upon confirming that it conforms to and, in the case of a Custom
Software Deliverable, performs in accordance with, its specifications without material deficiency. The State
may, but shall not be required to, conditionally approve in writing a Deliverable that contains material
deficiencies if the State elects to permit Contractor to rectify them post-approval. In any case, Contractor will
be responsible for working diligently to correct within a reasonable time at Contractor’s expense all deficiencies
in the Deliverable that remain outstanding at the time of State approval.
If, after three (3) opportunities (the original and two repeat efforts), Contractor is unable to correct all
deficiencies preventing State approval of a Deliverable, the State may: (i) demand that Contractor cure the
failure and give Contractor additional time to cure the failure at the sole expense of Contractor; or (ii) keep this
Contract in force and do, either itself or through other parties, whatever Contractor has failed to do, in which
event Contractor shall bear any excess expenditure incurred by the State in so doing beyond the contract price
for such Deliverable and will pay the State an additional sum equal to ten percent (10%) of such excess
expenditure to cover the State’s general expenses without the need to furnish proof in substantiation of such
general expenses; or (iii) terminate this Contract for default, either in whole or in part by notice to Contractor
(and without the need to afford Contractor any further opportunity to cure). Notwithstanding the foregoing, the
State shall not use, as a basis for exercising its termination rights under this Section, deficiencies discovered in
a repeat State Review Period that could reasonably have been discovered during a prior State Review Period.
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The State, at any time and in its own discretion, may halt the UAT or approval process if such process reveals
deficiencies in or problems with a Deliverable in a sufficient quantity or of a sufficient severity as to make the
continuation of such process unproductive or unworkable. In such case, the State may return the applicable
Deliverable to Contractor for correction and re-delivery prior to resuming the review or UAT process and, in that
event, Contractor will correct the deficiencies in such Deliverable in accordance with the Contract, as the case
may be.
Approval in writing of a Deliverable by the State shall be provisional; that is, such approval shall not preclude
the State from later identifying deficiencies in, and declining to accept, a subsequent Deliverable based on or
which incorporates or inter-operates with an approved Deliverable, to the extent that the results of subsequent
review or testing indicate the existence of deficiencies in the subsequent Deliverable, or if the Application of
which the subsequent Deliverable is a component otherwise fails to be accepted pursuant to
Section 2.080
.
2.254 PROCESS FOR APPROVAL OF WRITTEN DELIVERABLES
The State Review Period for Written Deliverables will be the number of days set forth in the applicable
Statement of Work following delivery of the final version of the Written Deliverable (failing which the State
Review Period, by default, shall be five (5) Business Days for Written Deliverables of one hundred (100) pages
or less and ten (10) Business Days for Written Deliverables of more than one hundred (100) pages). The
duration of the State Review Periods will be doubled if the State has not had an opportunity to review an interim
draft of the Written Deliverable prior to its submission to the State. The State agrees to notify Contractor in
writing by the end of the State Review Period either stating that the Written Deliverable is approved in the form
delivered by Contractor or describing any deficiencies that must be corrected prior to approval of the Written
Deliverable (or at the State’s election, subsequent to approval of the Written Deliverable). If the State delivers
to Contractor a notice of deficiencies, Contractor will correct the described deficiencies and within five (5)
Business Days resubmit the Deliverable in a form that shows all revisions made to the original version delivered
to the State. Contractor’s correction efforts will be made at no additional charge. Upon receipt of a corrected
Written Deliverable from Contractor, the State will have a reasonable additional period of time, not to exceed
the length of the original State Review Period, to review the corrected Written Deliverable to confirm that the
identified deficiencies have been corrected.
2.255 PROCESS FOR APPROVAL OF CUSTOM SOFTWARE DELIVERABLES
The State will conduct UAT of each Custom Software Deliverable in accordance with the following procedures
to determine whether it meets the criteria for State approval – i.e., whether it conforms to and performs in
accordance with its specifications without material deficiencies.
Within thirty (30) days (or such other number of days as the parties may agree to in writing) prior to Contractor’s
delivery of any Custom Software Deliverable to the State for approval, Contractor shall provide to the State a
set of proposed test plans, including test cases, scripts, data and expected outcomes, for the State’s use (which
the State may supplement in its own discretion) in conducting UAT of the Custom Software Deliverable.
Contractor, upon request by the State, shall provide the State with reasonable assistance and support during
the UAT process.
For the Custom Software Deliverables listed in an attachment, the State Review Period for conducting UAT will
be as indicated in the attachment. For any other Custom Software Deliverables not listed in an attachment, the
State Review Period shall be the number of days agreed in writing by the parties (failing which it shall be forty-
five (45) days by default). The State Review Period for each Custom Software Deliverable will begin when
Contractor has delivered the Custom Software Deliverable to the State accompanied by the certification
required by this Section and the State’s inspection of the Deliverable has confirmed that all components of it
have been delivered.
The State’s UAT will consist of executing test scripts from the proposed testing submitted by Contractor, but
may also include any additional testing deemed appropriate by the State. If the State determines during the
UAT that the Custom Software Deliverable contains any deficiencies, the State will notify Contractor of the
deficiency by making an entry in an incident reporting system available to both Contractor and the State.
Contractor will modify promptly the Custom Software Deliverable to correct the reported deficiencies, conduct
appropriate System Testing (including, where applicable, Regression Testing) to confirm the proper correction
of the deficiencies and re-deliver the corrected version to the State for re-testing in UAT. Contractor will
coordinate the re-delivery of corrected versions of Custom Software Deliverables with the State so as not to
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disrupt the State’s UAT process. The State will promptly re-test the corrected version of the Software
Deliverable after receiving it from Contractor.
Within three (3) business days after the end of the State Review Period, the State will give Contractor a written
notice indicating the State’s approval or rejection of the Custom Software Deliverable according to the criteria
and process set out in this Section.
2.256 FINAL ACCEPTANCE
“Final Acceptance” shall be considered to occur when the Custom Software Deliverable to be delivered has
been approved by the State and has been operating in production without any material deficiency for fourteen
(14) consecutive days. If the State elects to defer putting a Custom Software Deliverable into live production for
its own reasons, not based on concerns about outstanding material deficiencies in the Deliverable, the State
shall nevertheless grant Final Acceptance of the Project.
2.260
Ownership
2.261 OWNERSHIP OF WORK PRODUCT BY STATE – DELETED NA
2.262 VESTING OF RIGHTS – DELETED NA
2.263 RIGHTS IN DATA
The State is the owner of all data made available by the State to the Contractor or its agents, Subcontractors or
representatives under the Contract. The Contractor will not use the State’s data for any purpose other than
providing the Services, nor will any part of the State’s data be disclosed, sold, assigned, leased or otherwise
disposed of to the general public or to specific third parties or commercially exploited by or on behalf of the
Contractor. No employees of the Contractor, other than those on a strictly need-to-know basis, have access to
the State’s data. Contractor will not possess or assert any lien or other right against the State’s data. Without
limiting the generality of this Section, the Contractor must only use personally identifiable information as strictly
necessary to provide the Services and must disclose the information only to its employees who have a strict
need-to-know the information. The Contractor must comply at all times with all laws and regulations applicable
to the personally identifiable information.
The State is the owner of all State-specific data under the Contract. The State may use the data provided by
the Contractor for any purpose. The State will not possess or assert any lien or other right against the
Contractor’s data. Without limiting the generality of this Section, the State may use personally identifiable
information only as strictly necessary to utilize the Services and must disclose the information only to its
employees who have a strict need to know the information, except as provided by law. The State must comply
at all times with all laws and regulations applicable to the personally identifiable information. Other material
developed and provided to the State remains the State’s sole and exclusive property.
2.264 OWNERSHIP OF MATERIALS – DELETED NA
2.270
State Standards
2.271 EXISTING TECHNOLOGY STANDARDS
The Contractor will adhere to all existing standards as described within the comprehensive listing of the State’s
existing technology standards at
http://www.michigan.gov/dit
.
2.272 ACCEPTABLE USE POLICY
To the extent that Contractor has access to the State computer system, Contractor must comply with the
State’s Acceptable Use Policy, see
http://www.michigan.gov/ditservice
. All Contractor employees must be
required, in writing, to agree to the State’s Acceptable Use Policy before accessing the State system. The
State reserves the right to terminate Contractor’s access to the State system if a violation occurs.
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2.273 SYSTEMS CHANGES
Contractor is not responsible for and not authorized to make changes to any State systems without written
authorization from the Project Manager. Any changes Contractor makes to State systems with the State’s
approval must be done according to applicable State procedures, including security, access and configuration
management procedures.
2.280
Extended Purchasing
2.281 MIDEAL (MICHIGAN DELIVERY EXTENDED AGREEMENTS LOCALLY
Act Number 431 of the Public Acts of 1984 permits the State of Michigan, Department of Management and
Budget, to provide purchasing services to any city, village, county, township, school district, intermediate school
district, non-profit hospital, institution of higher education, community, or junior college. As a result of the
enactment of this legislation, the MIDEAL Program has been developed. This program extends the use of state
contracts to program members. The governmental agency must enter into an agreement with the State of
Michigan to become authorized to participate, thus ensuring that local units of government secure a greater
return for the expenditure of public funds.
In those cases, contract vendors supply merchandise at the established State of Michigan contract
prices and terms. The Bidder must submit invoices and pay the authorized MIDEAL member on a
direct and individual basis according to contract terms.
IT IS MANDATORY THAT ALL CONTRACTS RESULTING FROM THIS RFP WILL BE MADE
AVAILABLE TO ALL STATE OF MICHIGAN AGENCIES AND AUTHORIZED MIDEAL
PURCHASING PROGRAM MEMBERS.
Please Visit Mi DEAL at
www.michigan.gov/buymichiganfirst
under MiDeal.
Estimated requirements for authorized local units of government are not included in the quantities
shown in this RFP.
2.282 STATE EMPLOYEE PURCHASES
The State allows State employees to purchase from this Contract. Unless otherwise stated, it is the
responsibility of the Contractor to ensure that the State employee is an authorized purchaser before extending
the Contract pricing.
The Contractor will supply Contract Services and Deliverables at the established State of Michigan contract
prices and terms to the extent applicable and where available. The Contractor must send its invoices to and
pay the State employee on a direct and individual basis.
To the extent that authorized State employees purchase quantities of Services or Deliverables under
this Contract, the quantities of Services and/or Deliverables purchased will be included in determining
the appropriate rate wherever tiered pricing based on quantity is provided.
2.290
Environmental Provision
2.291 ENVIRONMENTAL PROVISION
Energy Efficiency Purchasing Policy
: The State seeks wherever possible to purchase energy efficient
products. This includes giving preference to U.S. Environmental Protection Agency (EPA) certified ‘Energy
Star’ products for any category of products for which EPA has established Energy Star certification. For other
purchases, the State may include energy efficiency as one of the priority factors to consider when choosing
among comparable products.
Environmental Purchasing Policy:
The State of Michigan is committed to encouraging the use of products
and services that impact the environment less than competing products. The State is accomplishing this by
including environmental considerations in purchasing decisions, while remaining fiscally responsible, to
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promote practices that improve worker health, conserve natural resources, and prevent pollution.
Environmental components that are to be considered include: recycled content and recyclables; energy
efficiency; and the presence of undesirable materials in the products, especially those toxic chemicals which
are persistent and bioaccumulative. The Contractor should be able to supply products containing recycled and
environmentally preferable materials that meet performance requirements and is encouraged to offer such
products throughout the duration of this Contract. Information on any relevant third party certification (such as
Green Seal, Energy Star, etc.) should also be provided.
Hazardous Materials:
For the purposes of this Section, “Hazardous Materials” is a generic term used to
describe asbestos, ACBMs, PCBs, petroleum products, construction materials including paint thinners,
solvents, gasoline, oil, and any other material the manufacture, use, treatment, storage, transportation or
disposal of which is regulated by the federal, state or local laws governing the protection of the public health,
natural resources or the environment. This includes, but is not limited to, materials the as batteries and circuit
packs, and other materials that are regulated as (1) “Hazardous Materials” under the Hazardous Materials
Transportation Act, (2) “chemical hazards” under the Occupational Safety and Health Administration standards,
(3) “chemical substances or mixtures” under the Toxic Substances Control Act, (4) “pesticides” under the
Federal Insecticide Fungicide and Rodenticide Act, and (5) “hazardous wastes” as defined or listed under the
Resource Conservation and Recovery Act.
(a) The Contractor must use, handle, store, dispose of, process, transport and transfer any material
considered a Hazardous Material according to all federal, State and local laws. The State must provide a
safe and suitable environment for performance of Contractor’s Work. Before the commencement of
Work, the State must advise the Contractor of the presence at the work site of any Hazardous Material to
the extent that the State is aware of the Hazardous Material. If the Contractor encounters material
reasonably believed to be a Hazardous Material and which may present a substantial danger, the
Contractor must immediately stop all affected Work, notify the State in writing about the conditions
encountered, and take appropriate health and safety precautions.
(b) Upon receipt of a written notice, the State will investigate the conditions. If (a) the material is a Hazardous
Material that may present a substantial danger, and (b) the Hazardous Material was not brought to the
site by the Contractor, or does not result in whole or in part from any violation by the Contractor of any
laws covering the use, handling, storage, disposal of, processing, transport and transfer of Hazardous
Materials, the State must order a suspension of Work in writing. The State must proceed to have the
Hazardous Material removed or rendered harmless. In the alternative, the State must terminate the
affected Work for the State’s convenience.
(c) Once the Hazardous Material has been removed or rendered harmless by the State, the Contractor must
resume Work as directed in writing by the State. Any determination by the Michigan Department of
Community Health or the Michigan Department of Environmental Quality that the Hazardous Material has
either been removed or rendered harmless is binding upon the State and Contractor for the purposes of
resuming the Work. If any incident with Hazardous Material results in delay not reasonable anticipatable
under the circumstances and which is attributable to the State, the applicable SLAs for the affected Work
will not be counted in a time as mutually agreed by the parties.
(d) If the Hazardous Material was brought to the site by the Contractor, or results in whole or in part from any
violation by the Contractor of any laws covering the use, handling, storage, disposal of, processing,
transport and transfer of Hazardous Material, or from any other act or omission within the control of the
Contractor, the Contractor must bear its proportionate share of the delay and costs involved in cleaning
up the site and removing and rendering harmless the Hazardous Material according to Applicable Laws to
the condition approved by applicable regulatory agency(ies).
Labeling:
Michigan has a Consumer Products Rule pertaining to labeling of certain products containing
volatile organic compounds. For specific details visit
http://www.michigan.gov/deq/0,1607,7-135-3310_4108-
173523--,00.html
Refrigeration and Air Conditioning:
The Contractor shall comply with the applicable requirements of
Sections 608 and 609 of the Clean Air Act (42 U.S.C. 7671g and 7671h) as each or both apply to this contract.
Environmental Performance:
Waste Reduction Program - Contractor shall establish a program to promote
cost-effective waste reduction in all operations and facilities covered by this contract. The Contractor's
programs shall comply with applicable Federal, State, and local requirements, specifically including Section
6002 of the Resource Conservation and Recovery Act (42 U.S.C. 6962, et seq.).
Contract No. 071B1300071
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2.300
Deliverables
2.301 SOFTWARE
A list of the items of software the State is required to purchase for execution the Contract is attached. The list
includes all software required to complete the Contract and make the Deliverables operable; if any additional
software is required in order for the Deliverables to meet the requirements of this Contract, such software shall
be provided to the State by Contractor at no additional charge (except where agreed upon and specified in a
Statement of Work or Contract Change Notice). The attachment also identifies certain items of software to be
provided by the State.
2.302 HARDWARE
A list of the items of hardware the State is required to purchase for execution the Contract is attached. The list
includes all hardware required to complete the Contract and make the Deliverables operable; if any additional
hardware is required in order for the Deliverables to meet the requirements of this Contract, such hardware
shall be provided to the State by Contractor at no additional charge (except where agreed upon and specified in
a Contract Change Notice). The attachment also identifies certain items of hardware to be provided by the
State.
2.303 EQUIPMENT TO BE NEW
If applicable, all equipment provided under this Contract by Contractor shall be new where Contractor has
knowledge regarding whether the equipment is new or assembled from new or serviceable used parts that are
like new in performance or has the option of selecting one or the other. Equipment that is assembled from new
or serviceable used parts that are like new in performance is acceptable where Contractor does not have
knowledge or the ability to select one or other, unless specifically agreed otherwise in writing by the State.
2.304 EQUIPMENT TO BE NEW AND PROHIBITED PRODUCTS
The State will not accept salvage, distressed, outdated or discontinued merchandise. Shipping of such
merchandise to any State agency, as a result of an order placed against the Contract, shall be considered
default by the Contractor of the terms and conditions of the Contract and may result in cancellation of the
Contract by the State. The brand and product number offered for all items shall remain consistent for the term
of the Contract, unless Purchasing Operations has approved a change order pursuant to
Section 2.024.
2.310
Software Warranties
2.311 Performance
Warranty
The Contractor represents and warrants that the Deliverable(s), after Final Acceptance, will perform in
compliance with the requirements of this Contract for a period of ninety (90) days. The Contractor will promptly
correct any breach of this warranty at no charge to the State.
EXCEPT AS OTHERWISE STATED, THE CONTRACTOR PROVIDES THE DELIVERABLE(S) 'AS IS'
WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING THE IMPLIED WARRANTIES
OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.
2.312 NO SURREPTITIOUS CODE WARRANTY
The Contractor represents and warrants that no copy of licensed Software provided to the State by Contractor
knowingly contains or will contain any Self-Help Code or any Unauthorized Code as defined below, except to
the extent disclosed by IBM including in the product documentation This warranty is referred to in this Contract
as the “No Surreptitious Code Warranty.”
As used in this Contract, “Self-Help Code” means any back door, time bomb, drop dead device, or other
software routine designed to disable a computer program automatically with the passage of time or under the
positive control of a person other than the licensee of the software, except to the extent such limitation is
described in the product documentation or inherent in the offering (e.g. expiration of access at the end of a term
license) Self-Help Code does not include Software routines in a computer program, if any, designed to permit
an owner of the computer program (or other person acting by authority of the owner) to obtain access to a
licensee’s computer system(s) (e.g. remote access via modem) for purposes of maintenance or technical
support.
Contract No. 071B1300071
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As used in this Contract, “Unauthorized Code” means any virus, Trojan horse, spyware, worm or other Software
routines or components designed to permit unauthorized access to disable, erase, or otherwise harm software,
equipment, or data; or to perform any other such actions, except to the extent such action is related to a
documented function of the Software The term Unauthorized Code does not include Self-Help Code.
Unauthorized Code does not include Software routines in a computer program, if any, designed to permit an
owner of the computer program (or other person acting by authority of the owner) to obtain access to a
licensee’s computer system(s) (e.g. remote access via modem) for purposes of maintenance or technical
support.
2.313 CALENDAR WARRANTY
The Contractor represents and warrants that the design and performance of all software provided to the State
will not cause the State to experience software abnormality or the generation of incorrect results, due to date or
time oriented processing, such as processing related to Year 2000 rollover, leap years, and daylight savings
time.
2.314 THIRD-PARTY SOFTWARE WARRANTY
SEE IPLA, SECTION 12, “THIRD PARTY NOTICES”
2.315 PHYSICAL MEDIA WARRANTY
SEE IPLA, SECTION 8, “WARRANTY AND EXCLUSIONS”
2.320
Software Licensing
2.321 CROSS-LICENSE, DELIVERABLES ONLY, LICENSE TO CONTRACTOR
The State grants to the Contractor, the royalty-free, world-wide, non-exclusive right and license under any
Deliverable now or in the future owned by the State, or with respect to which the State has a right to grant such
rights or licenses, to the extent required by the Contractor to market the Deliverables and exercise its full rights
in the Deliverables, including, without limitation, the right to make, use and sell products and services based on
or incorporating such Deliverables.
2.322 CROSS-LICENSE, DELIVERABLES AND DERIVATIVE WORK, LICENSE TO
CONTRACTOR
The State grants to the Contractor, the royalty-free, world-wide, non-exclusive right and license under any
Deliverable and/or Derivative Work now or in the future owned by the State, or with respect to which the State
has a right to grant such rights or licenses, to the extent required by the Contractor to market the Deliverables
and/or Derivative Work and exercise its full rights in the Deliverables and/or Derivative Work, including, without
limitation, the right to make, use and sell products and services based on or incorporating such Deliverables
and/or Derivative Work.
2.323 LICENSE BACK TO THE STATE
SEE IPLA, SECTION 3, “LICENSE GRANT”
2.324 LICENSE RETAINED BY CONTRACTOR
SEE IPLA, SECTION 3, “LICENSE GRANT”
2.325 PRE-EXISTING MATERIALS FOR CUSTOM SOFTWARE DELIVERABLES
Neither Contractor nor any of its Subcontractors shall incorporate any preexisting materials (including Standard
Software) into Custom Software Deliverables or use any pre-existing materials to produce Custom Software
Deliverables if such pre-existing materials will be needed by the State in order to use the Custom Software
Deliverables unless (i) such pre-existing materials and their owners are identified to the State in writing and (ii)
such pre-existing materials are either readily commercially available products for which Contractor or its
Subcontractor, as the case may be, has obtained a license (in form and substance approved by the State) in
the name of the State, or are materials that Contractor or its Subcontractor, as the case may be, has the right to
Contract No. 071B1300071
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license to the State and has licensed to the State on terms and conditions approved by the State prior to using
such pre-existing materials to perform the Services.
2.330
Source Code Escrow – Deleted NA
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COVER DOCUMENT FOR CHANGES TO IBM LICENSING AGREEMENTS
Request for Proposal No. RFP-DR-084R0200103
1.)
International Passport Advantage Agreement:
a.) The second paragraph in Sections 1.3.3 and 1.4.1 will not apply. (same language in both
instances.)
“
IF IBM DOES NOT RECEIVE SUCH AUTHORIZATION BY THE EXPIRATION DATE,
EXPIRING SOFTWARE SUBSCRIPTION AND SUPPORT AND SELECTED SUPPORT ARE
AUTOMATICALLY RENEWED TO THE NEXT ANNIVERSARY UNDER THE AGREEMENT
TERMS AND AT THE THEN CURRENT RENEWAL CHARGES UNLESS, PRIOR TO THE
EXPIRATION DATE, IBM RECEIVES,
EITHER DIRECTLY FROM YOU OR THROUGH YOUR RESELLER, AS APPLICABLE,
YOUR WRITTEN NOTIFICATION THAT YOU DO NOT WANT TO RENEW. YOU AGREE TO
PAY SUCH RENEWAL CHARGES.”
b.) Add the following language to Section 1.1.5 as it applies to accessing the URL for
“License Information” (LI):
“IBM will provide at time of execution of this SSSO all appropriate hard copies of
the LI’s applicable to the products provided in this SSSO and annually thereafter.”
2.)
International Program License Agreement:
a.)
Add the following language to Section One as it applies to accessing the URL for
“License Information” (LI):
“IBM will provide at time of execution of this SSSO all appropriate hard copies of
the LI’s applicable to the products provided in this SSSO and annually thereafter.”
b.) Delete this following language from the last sentence in Section 9:
“and will be responsible for reasonable costs and other amounts that IBM may incur relating to
any such information mistakenly provided to IBM or the loss or disclosure of such information
by IBM, including those arising out of any third party claims.”
Contract No. 071B1300071
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Glossary
Days
Means calendar days unless otherwise specified.
24x7x365
Means 24 hours a day, seven days a week, and 365 days a year (including the 366th
day in a leap year).
Additional Service
Means any Services/Deliverables within the scope of the Contract, but not specifically
provided under any Statement of Work, that once added will result in the need to
provide the Contractor with additional consideration.
Audit Period
See Section 2.110
Business Day
Whether capitalized or not, shall mean any day other than a Saturday, Sunday or
State-recognized legal holiday (as identified in the Collective Bargaining Agreement
for State employees) from 8:00am EST through 5:00pm EST unless otherwise stated.
Blanket Purchase
Order
An alternate term for Contract as used in the States computer system.
Business Critical
Any function identified in any Statement of Work as Business Critical.
Chronic Failure
Defined in any applicable Service Level Agreements.
Deliverable
Physical goods and/or commodities as required or identified by a Statement of Work
MDTMB
Michigan Department of Technology, Management and Budget
Environmentally
preferable products
A product or service that has a lesser or reduced effect on human health and the
environment when compared with competing products or services that serve the
same purpose. Such products or services may include, but are not limited to, those
that contain recycled content, minimize waste, conserve energy or water, and reduce
the amount of toxics either disposed of or consumed.
Excusable Failure
See Section 2.244.
Hazardous material
Any material defined as hazardous under the latest version of federal Emergency
Planning and Community Right-to-Know Act of 1986 (including revisions adopted
during the term of the Contract).
Incident
Any interruption in Services.
ITB
A generic term used to describe an Invitation to Bid. The ITB serves as the document
for transmitting the RFP to potential bidders
Key Personnel
Any Personnel designated in Article 1 as Key Personnel.
New Work
Any Services/Deliverables outside the scope of the Contract and not specifically
provided under any Statement of Work, that once added will result in the need to
provide the Contractor with additional consideration.
Ozone-depleting
substance
Any substance the Environmental Protection Agency designates in 40 CFR part 82
as: (1) Class I, including, but not limited to, chlorofluorocarbons, halons, carbon
tetrachloride, and methyl chloroform; or (2) Class II, including, but not limited to, hydro
chlorofluorocarbons
Post-Consumer Waste
Any product generated by a business or consumer which has served its intended end
use, and which has been separated or diverted from solid waste for the purpose of
recycling into a usable commodity or product, and which does not include post-
industrial waste.
Post-Industrial Waste
Industrial by-products that would otherwise go to disposal and wastes generated after
completion of a manufacturing process, but do not include internally generated scrap
commonly returned to industrial or manufacturing processes.
Recycling
The series of activities by which materials that are no longer useful to the generator
are collected, sorted, processed, and converted into raw materials and used in the
production of new products. This definition excludes the use of these materials as a
fuel substitute or for energy production.
Deleted – Not
Applicable
Section is not applicable or included in this RFP. This is used as a placeholder to
maintain consistent numbering.
Reuse
Using a product or component of municipal solid waste in its original form more than
once.
RFP
Request for Proposal designed to solicit proposals for services
Services
Any function performed for the benefit of the State.
Source reduction
Any practice that reduces the amount of any hazardous substance, pollutant, or
contaminant entering any waste stream or otherwise released into the environment
prior to recycling, energy recovery, treatment, or disposal.
State Location
Any physical location where the State performs work. State Location may include
Contract No. 071B1300071
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state-owned, leased, or rented space.
Subcontractor
A company Contractor delegates performance of a portion of the Services to, but
does not include independent contractors engaged by Contractor solely in a staff
augmentation role.
Unauthorized Removal
Contractor’s removal of Key Personnel without the prior written consent of the State.
Waste prevention
Source reduction and reuse, but not recycling.
Waste reduction and
Pollution prevention
The practice of minimizing the generation of waste at the source and, when wastes
cannot be prevented, utilizing environmentally sound on-site or off-site reuse and
recycling. The term includes equipment or technology modifications, process or
procedure modifications, product reformulation or redesign, and raw material
substitutions. Waste treatment, control, management, and disposal are not
considered pollution prevention, per the definitions under Part 143, Waste
Minimization, of the Natural Resources and Environmental Protection Act (NREPA),
1994 PA 451, as amended.
Work in Progress
A Deliverable that has been partially prepared, but has not been presented to the
State for Approval.
Work Product
Refers to any data compilations, reports, and other media, materials, or other objects
or works of authorship created or produced by the Contractor as a result of an in
furtherance of performing the services required by this Contract.
Contract No. 071B1300071
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The terms of this Software and Services Special Option (“Agreement” or “SSSO”) between the State of
Michigan (“you”) and International Business Machines Corporation (“IBM”) allow you to receive from IBM the
benefit of licensing plus IBM Software Subscription and Support or IBM Software Maintenance (independently
or collectively “S&S”) for certain Programs, other IBM Eligible Products, as well as the performance of certain
associated services (collectively, the “SSSO Offerings”) for one bottom-line price, payable in installments.
These installments make up the Total Charges set forth in the “Charges” Section of this Agreement.
The terms of this Agreement are in addition to, and may modify (for the purposes of this Agreement only) those
of the “Associated Documents” (Exhibits) which govern the acquisition of the SSSO Offerings. The terms of the
Associated Documents are incorporated into this Agreement by reference. If there is a conflict among terms of
this Agreement and those of the Associated Documents, for the purposes of this Agreement, those of this
Agreement prevail.
The following IBM Agreements comprise the Associated Documents (Exhibits) that describe the software
licensing, volume pricing and software subscription and support terms between you and IBM:
1. IBM International Program License Agreement (“IPLA”);
2. IBM International Passport Advantage Agreement number 09362 (“IPAA”);
3.
Attachment for IBM Internet Security Systems (ISS) Products.
Freedom of Information
All information in this Agreement is subject to the provisions of the Michigan Freedom of
Information Act, 1976 Public Act No. 442, as amended, MCL 15.231, et seq (the “FOIA”).
Definitions
Total Charges
The sum of the charges for the Programs and services subject to this Agreement.
The definitions in the Associated Document(s) under which you have acquired a Program or Service shall
apply to any capitalized term in this Agreement relating to such Program or Service, unless such term is
modified under the terms of this Agreement.
Contract Period
This Agreement starts on September 30, 2010 (“Start Date”) and remains in effect up to and including
September 30, 2013 (“End Date”), unless earlier terminated as provided herein.
Eligible Programs
The Programs that qualify for the terms of this Agreement (“Eligible Programs”) are the Programs listed on
the Product List (Schedule A) which is attached to and made part of this Agreement (the “Listed
Programs”). Included in the Total Charges for the Listed Programs are charges for any applicable S&S for
the Listed Programs and such S&S has a coverage period up to and including September 30, 2011.
Eligible Use of Programs
The following terms apply to the Eligible Programs:
a.
The applicable Associated Documents for the Listed Programs identified in the
schedules to this Agreement as “IPAA Programs” are the IPAA and the IPLA;
b.
Attachment for IBM Internet Security Systems (ISS) Products
Use of all Eligible Programs is subject to the terms and conditions of the applicable Associated Documents,
as if you were acquiring the licenses for such Programs separately at the most beneficial price for which
you qualify. You may deploy the Listed Programs, as permitted by their Associated Documents referenced
Contract No. 071B1300071
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in this Agreement, up to the maximum level of use authorizations (quantities) specified in the Product List
attached to this Agreement. If your actual deployment of any of the Listed Programs has exceeded the
specified maximum level of use authorizations (quantities), you agree to promptly notify IBM of such excess
and to pay separately for such excess as IBM specifies in its invoice, at then current prices.
Compliance
You are responsible for (a) creating and maintaining accurate records of all deployments of Eligible
Programs and of use authorizations (quantities), (b) ensuring that you do not exceed your use
authorizations, and (c) remaining in compliance with the terms of this Agreement and the Associated
Documents, including, without limitation, all of IBM’s applicable licensing and pricing qualification terms
(independently or collectively the “License Terms”).
Upon reasonable notice IBM may verify your compliance with the License Terms at all sites and for all
environments in which you use (for any purpose) Eligible Programs subject to the License Terms. As part of
the definition of the verification process, IBM shall identify the scope of products to be audited. Such
verification will be conducted in a manner that minimizes disruption to your business and may be conducted
on your premises, during normal business hours. IBM may use an independent auditor to assist with such
verification provided IBM has a written confidentiality agreement in place with such auditor. You agree to
provide to IBM and its auditors accurate written records, system tool outputs, and other system information
sufficient to provide auditable verification that your use of all Eligible Programs is in compliance with the
License Terms. IBM may not conduct such a compliance verification more frequently than once annually.
The rights and obligations set forth in this paragraph remain in effect during the term of this Agreement and
for two years thereafter.
IBM will notify you in writing if any such verification indicates that you have used any Eligible Program in
excess of its use authorizations or are otherwise not in compliance with the License Terms. If the State
accepts IBM’s claim of excess usage, it shall have two months from the date of acceptance to make
payment. In addition to your obligations to pay for any excess use as required by Section 5, Eligible Use of
Programs, you agree to promptly pay directly to IBM the charges that IBM specifies in an invoice for: 1)
S&S for such excess use for the lesser of the duration of such excess use or two years.
Fulfillment
Eligible Programs will be acquired directly from IBM.
Future Acquisition of Additional Programs
Provided your Maintenance has not lapsed, prior to the earlier of September 30, 2013 or
the termination of this Agreement (“Expiration Date”), for each net order IBM receives
from you in the amount of $25,000 or more, you shall be entitled to receive the pricing
listed below for acquisitions of additional quantities of Listed Programs on Schedule A.
Programs must be ordered directly from IBM, by providing written authorization to IBM
(e.g., order form, order letter, purchase order) prior to the Expiration Date to qualify for
the pricing set forth in this paragraph.
Passport Advantage Programs
7 % discount off then current Passport Advantage RSVP Level
GV price
Charges
You shall pay IBM $3,837,485, due on September 30, 2010 for all SSSO Offerings provided under this
Agreement as listed below, regardless of the means of fulfillment.
Contract No. 071B1300071
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The Total Charges do not include any additional amounts incurred pursuant to the Section of this
Agreement entitled “Eligible Use of Programs”.
The Total Charges and any additional charges beyond the Total Charges incurred pursuant to the Section
entitled “Eligible Use of Programs” are exclusive of any applicable duties, fees and taxes. You are
responsible for any such duties, fees and taxes including, but not limited to, withholding taxes and those
associated with the cross border deployment of any licenses acquired under this Agreement. The Total
Charges are not cancelable except as may be otherwise provided in the Section of this Agreement entitled
“Termination”.
Termination
Subject to the payment of the amounts described below, this Agreement may only be terminated by mutual
written agreement of the parties.
Notwithstanding the above, the parties understand that the State's funds are contingent on
the availability of lawful appropriations by the State of Michigan. If the State of Michigan
fails to continue funding for any payments under this Agreement, the State's payment
obligations under this Agreement will terminate as of the date that the funding expires.
Upon termination, you will pay to IBM all amounts due and payable to IBM up to the effective date of the
termination, including, but not limited to any amounts due pursuant to the Section of this Agreement entitled
“Eligible Use of Programs”, plus any taxes which arise on or before the date of termination.
Contract No. 071B1300071
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General
a. This Agreement will not preclude, or in any way limit, IBM from offering similar terms to other IBM
customers.
b. This Agreement may not be combined with any allowance, discount, or other offering available for
these Eligible Programs, unless specifically agreed to in writing by IBM.
c. Acquisitions made under this Agreement may not be resold, rented, leased or transferred to third
parties.
d. Both you and IBM will identify one point of contact to facilitate a) the communication between us and b)
the management of this Agreement.
IBM:
Coverage Software Sales Representative
State of Michigan:
State of Michigan
Dept. of Information Technology Contracts & Procurement
525 W. Allegan, 1
st
floor NW
e. Any terms of this Agreement, which by their nature extend beyond the date this Agreement ends,
remain in effect until fulfilled and apply to respective successors and assignees.
f.
For a change to this Agreement to be valid, the parties must each sign it.
g. The parties agree that they will not bring a legal action after the cause of action arose past any statute
of limitations for such action, unless otherwise provided by local law without the possibility of
contractual waiver.
h. You may not transfer or assign this Agreement without the written consent of IBM. This Agreement
shall be binding upon and inure to the benefit of the parties and their respective successors and
assignees.
i.
You agree that you will not set-off, or attempt to set-off, any payments due IBM under this Agreement
by any amounts IBM owes you, or may owe you, under other agreements you may have with IBM and
you will not refuse to make payments under this Agreement based upon any dissatisfaction you may
have under any such other agreements.
j.
In the event that any provision of this Agreement is held to be invalid or unenforceable, the remaining
provisions of this Agreement remain in full force and effect.
k. This Agreement may be signed in one or more counterparts, each of which will be deemed to be an
original and all of which when taken together will constitute the same agreement. Any copy of this
Agreement made by reliable means is considered an original.
l.
Both you and IBM consent to the application of the laws of State of Michigan to govern, interpret and
enforce all of your and IBM’s rights, duties, and obligations arising from, or relating in any manner to,
the subject matter of this Agreement, without regard to conflict of law principles
.
m. Any renewal of Software Subscription & Support must be approved by you in writing.
n. Notwithstanding the terms of this Agreement or our prior practice, payment is not contingent upon
issuance of a Purchase Order. All approvals required to issue payment have been obtained. Payment
in full is due upon receipt of invoice. The bill to, ship to addresses along with specific ordering
information and amounts due under this Agreement are included herein or in other documents related
hereto. This order is firm and irrevocable
Other Terms and Conditions
The second paragraph in Sections 1.3.3 and 1.4.1 of the IPPA will not apply.
With respect to Section One of the IPLA and Section 1.1.5 of the IPAA as it applies to
accessing the URL for
“License Information” (“LI”), IBM will provide at time of
execution of this SSSO all appropriate hard copies of the LI’s applicable to the
products provided in this SSSO and annually thereafter.
Contract No. 071B1300071
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The prices and terms of this Agreement must be agreed to and signed by you by September 30, 2010 or it is
void.
The parties agree that this Agreement, including all Associated Documents, is the complete agreement
between us and replaces any prior oral and/or written communications between us concerning this subject
matter. By signing below, the parties agree to the terms of this Agreement and the Associated Documents. If
there is a conflict among terms of this Agreement and those of the Associated Documents, for the purposes of
this Agreement, those of this Agreement prevail.
Agreed to:
Agreed to:
State of Michigan
International Business Machines Corporation
By
By
Authorized Signature
Authorized Signature
Name (type or print):
Name (type or print):
Date:
Date:
Customer number:
7840125
Customer address:
530 W. Allegan
Lansing, MI 48933
Contract No. 071B1300071
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Schedule A: Attachment for Eligible Programs
Category A. New Licenses
Table A1. IPAA Programs
Part
Number
Description
License Metric
Quantity
D0965LL
IBM WEBSPHERE ILOG JRULES PROCESSOR VALUE UNIT (PVU)
LICENSE + SW SUBSCRIPTION & SUPPORT 12 MONTHS
PVU
600
D095GLL
IBM WEBSPHERE ILOG DECISION VALIDATION SERVICES
PROCESSOR VALUE UNIT (PVU) LICENSE + SW SUBSCRIPTION &
SUPPORT 12 MONTHS
PVU
200
D094VLL
IBM WEBSPHERE ILOG RULE TEAM SERVER PROCESSOR VALUE
UNIT (PVU) LICENSE + SW SUBSCRIPTION & SUPPORT 12 MONTHS
PVU
200
D095WLL
IBM WEBSPHERE ILOG RULE SOLUTIONS FOR OFFICE AUTHORIZED
USER LICENSE + SW SUBSCRIPTION & SUPPORT 12 MONTHS
Authorized User
5
D55WJLL
IBM WEBSPHERE APPLICATION SERVER NETWORK DEPLOYMENT
PROCESSOR VALUE UNIT (PVU) LICENSE + SW SUBSCRIPTION &
SUPPORT 12 MONTHS
PVU
4880
D55Y4LL
IBM LOTUS WEB CONTENT MANAGEMENT PROCESSOR VALUE UNIT
(PVU) LICENSE + SW MAINTENANCE 12 MONTHS
PVU
800
D093YLL
IBM TIVOLI IDENTITY AND ACCESS ASSURANCE USER VALUE UNIT
LICENSE + SW SUBSCRIPTION & SUPPORT 12 MONTHS
UVU
17600
D0A1ULL
IBM TIVOLI ASSET DISCOVERY FOR DISTRIBUTED 10 PROCESSOR
VALUE UNITS (PVUS) LICENSE + SW SUBSCRIPTION & SUPPORT 12
MONTHS
PVU
40000
D61IZLL
IBM TIVOLI ASSET MANAGEMENT FOR IT AUTHORIZED USER
LICENSE + SW SUBSCRIPTION & SUPPORT 12 MONTHS
Authorized User
25
D59BQLL
IBM RATIONAL BUILD FORGE ENTERPRISE EDITION SERVER
LICENSE + SW SUBSCRIPTION & SUPPORT 12 MONTHS
Server
1
D60SALL
IBM RATIONAL BUILD FORGE ACCESS FLOATING USER LICENSE +
SW SUBSCRIPTION & SUPPORT 12 MONTHS
Floating User
10
D59BLLL
IBM RATIONAL BUILD FORGE ENTERPRISE EDITION ADAPTOR
TOOLKIT SERVER LICENSE + SW SUBSCRIPTION & SUPPORT 12
MONTHS
Server
1
D090CLL
IBM RATIONAL AUTOMATION FRAMEWORK FOR WEBSPHERE
ENTERPRISE EDITION SERVER LICENSE + SW SUBSCRIPTION &
SUPPORT 12 MONTHS
Server
2
D062FLL
IBM RATIONAL QUALITY MANAGER STANDARD EDITION INSTALL
WITH 3 AUTHORIZED USERS LICENSE + SW SUBSCRIPTION &
SUPPORT 12 MONTHS
Authorized User
1
D087WLL
IBM RATIONAL QUALITY MANAGER CLIENT FLOATING USER
LICENSE + SW SUBSCRIPTION & SUPPORT 12 MONTHS
Floating User
25
D087SLL
IBM RATIONAL QUALITY MANAGER VIEWER CLIENT FLOATING
USER LICENSE + SW SUBSCRIPTION & SUPPORT 12 MONTHS
Floating User
5
D54N4LL
IBM RATIONAL APPLICATION DEVELOPER FOR WEBSPHERE
SOFTWARE AUTHORIZED USER LICENSE + SW SUBSCRIPTION &
SUPPORT 12 MONTHS
Authorized User
20
D54N4LL
IBM RATIONAL APPLICATION DEVELOPER FOR WEBSPHERE
SOFTWARE AUTHORIZED USER LICENSE + SW SUBSCRIPTION &
SUPPORT 12 MONTHS
Authorized User
5
Category B. Subscription & Support for Installed Licenses
Table B1. IPAA Program Subscription & Support
Part Number
Description
License Metric
Quantity
E04PJLL
IBM INFOSPHERE DATASTAGE PROCESSOR VALUE UNIT (PVU)
ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
PVU
400
E04NZLL
IBM INFOSPHERE DATASTAGE AND QUALITYSTAGE DESIGNER
CONCURRENT USER ANNUAL SW SUBSCRIPTION & SUPPORT
RENEWAL
Concurrent User
5
Contract No. 071B1300071
175
Part Number
Description
License Metric
Quantity
E04PQLL
IBM INFOSPHERE QUALITYSTAGE PROCESSOR VALUE UNIT (PVU)
ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
PVU
400
E04NZLL
IBM INFOSPHERE DATASTAGE AND QUALITYSTAGE DESIGNER
CONCURRENT USER ANNUAL SW SUBSCRIPTION & SUPPORT
RENEWAL
Concurrent User
5
E04PLLL
IBM INFOSPHERE DATASTAGE FOR NON-PRODUCTION
ENVIRONMENTS PROCESSOR VALUE UNIT (PVU) ANNUAL SW
SUBSCRIPTION & SUPPORT RENEWAL
PVU
400
E04PSLL
IBM INFOSPHERE INFORMATION ANALYZER PROCESSOR VALUE
UNIT (PVU) ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
PVU
400
E04PYLL
IBM INFOSPHERE QUALITYSTAGE FOR NON-PRODUCTION
ENVIRONMENTS PROCESSOR VALUE UNIT (PVU) ANNUAL SW
SUBSCRIPTION & SUPPORT RENEWAL
PVU
400
E060QLL
IBM COGNOS 8 BUSINESS INTELLIGENCE ADMINISTRATOR
AUTHORIZED USER ANNUAL SW SUBSCRIPTION & SUPPORT
RENEWAL
Authorized User
10
E0615LL
IBM COGNOS 8 BUSINESS INTELLIGENCE BUSINESS AUTHOR
AUTHORIZED USER ANNUAL SW SUBSCRIPTION & SUPPORT
RENEWAL
Authorized User
50
E061BLL
IBM COGNOS 8 BUSINESS INTELLIGENCE CONSUMER AUTHORIZED
USER ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
Authorized User
200
E060TLL
IBM COGNOS 8 BUSINESS INTELLIGENCE PROFESSIONAL
AUTHORIZED USER ANNUAL SW SUBSCRIPTION & SUPPORT
RENEWAL
Authorized User
10
E0622LL
IBM COGNOS 8 BUSINESS INTELLIGENCE SOFTWARE
DEVELOPMENT KIT AUTHORIZED USER ANNUAL SW SUBSCRIPTION
& SUPPORT RENEWAL
Authorized User
2
E060KLL
IBM COGNOS 8 BUSINESS INTELLIGENCE FOR NON-PRODUCTION
ENVIRONMENT PROCESSOR VALUE UNIT (PVU) ANNUAL SW
SUBSCRIPTION & SUPPORT RENEWAL
PVU
200
E053KLL
IBM FILENET IMAGE SERVICES AUTHORIZED USER VALUE UNIT
ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
Authorized User
2
E052WLL
IBM FILENET IMAGE SERVICES CONNECTOR TO CENTERA STORAGE
& RETRIEVAL RESOURCE VALUE UNIT ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
RVU
10
E0532LL
IBM FILENET IMAGE SERVICES INTEGRAL SDS CONNECTOR TO
CENTRA RESOURCE VALUE UNIT ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
RVU
34
E03K6LL
IBM FILENET IMAGE SVCS NAMED USER ANNUAL SW S&S RNWL
Named User
10
E03KNLL
IBM FILENET IMAGE SVCS TOOLKIT DEVICE ANNUAL SW S&S RNWL
RVU
1
E03LELL
IBM FILENET P8 BASE - P8 APPLICATION NON-PROD SVR ANNUAL
SW S&S RNWL
Non-Production
Server
2
E03LULL
IBM FILENET P8 BASE - P8 PLATFORM SERVER ANNUAL SW S&S
RNWL
Server
2
E03LYLL
IBM FILENET P8 BASE - P8 PLATFORM NON-PROD SVR ANNUAL SW
S&S RNWL
Non-Production
Server
1
E03NKLL
IBM FILENET HIGH PERF IMAGE IMPORT NON-PROD SVR ANNUAL
SW S&S RNWL
Non-Production
Server
1
E03P5LL
IBM FILENET P8 BASE - WORKGROUP SVR PKG ANNUAL SW S&S
RNWL
Server
1
E03GKLL
IBM FILENET IS CONN TO CENTERA 1TB ANNUAL SW S&S RNWL
7
E0532LL
IBM FILENET IMAGE SERVICES INTEGRAL SDS CONNECTOR TO
CENTRA RESOURCE VALUE UNIT ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
RVU
9
E04NZLL
IBM INFOSPHERE DATASTAGE AND QUALITYSTAGE DESIGNER
CONCURRENT USER ANNUAL SW SUBSCRIPTION & SUPPORT
RENEWAL
Concurrent User
15
E04NWLL
IBM INFOSPHERE INFORMATION ANALYZER WORKBENCH
CONCURRENT USER ANNUAL SW SUBSCRIPTION & SUPPORT
RENEWAL
Concurrent User
1
E025QLL
IBM WEBSPHERE APPLICATION SERVER PROCESSOR VALUE UNIT
(PVU) ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
PVU
2400
Contract No. 071B1300071
176
Part Number
Description
License Metric
Quantity
E025QLL
IBM WEBSPHERE APPLICATION SERVER PROCESSOR VALUE UNIT
(PVU) ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
PVU
200
E025QLL
IBM WEBSPHERE APPLICATION SERVER PROCESSOR VALUE UNIT
(PVU) ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
PVU
1200
E025SLL
IBM WEBSPHERE APPLICATION SERVER NETWORK DEPLOYMENT
PROCESSOR VALUE UNIT (PVU) ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
PVU
400
E025SLL
IBM WEBSPHERE APPLICATION SERVER NETWORK DEPLOYMENT
PROCESSOR VALUE UNIT (PVU) ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
PVU
500
E025QLL
IBM WEBSPHERE APPLICATION SERVER PROCESSOR VALUE UNIT
(PVU) ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
PVU
400
E02QILL
IBM WEBSPHERE TRANSFORMATION EXTENDER PACK FOR X12
APPLICATION INSTANCE ANNUAL SW SUBSCRIPTION & SUPPORT
RENEWAL
Application
Instance
1
E02RZLL
IBM WEBSPHERE TRANSFORMATION EXTENDER DESIGN STUDIO
AUTHORIZED USER ANNUAL SW SUBSCRIPTION & SUPPORT
RENEWAL
Authorized User
5
E02URLL
IBM WEBSPHERE TRANSFORMATION EXTENDER WITH LAUNCHER
PROCESSOR VALUE UNIT (PVU) ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
PVU
200
E025SLL
IBM WEBSPHERE APPLICATION SERVER NETWORK DEPLOYMENT
PROCESSOR VALUE UNIT (PVU) ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
PVU
1000
E01TTLL
IBM WEBSPHERE ADAPTER FOR JDBC ESTABLISHMENT ANNUAL SW
SUBSCRIPTION & SUPPORT RENEWAL
Establishment
1
E0256LL
IBM WEBSPHERE MQ PROCESSOR VALUE UNIT (PVU) ANNUAL SW
SUBSCRIPTION & SUPPORT RENEWAL
PVU
1800
E025SLL
IBM WEBSPHERE APPLICATION SERVER NETWORK DEPLOYMENT
PROCESSOR VALUE UNIT (PVU) ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
PVU
3280
E02AULL
IBM WEBSPHERE MESSAGE BROKER PROCESSOR VALUE UNIT
(PVU) ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
PVU
700
E02RZLL
IBM WEBSPHERE TRANSFORMATION EXTENDER DESIGN STUDIO
AUTHORIZED USER ANNUAL SW SUBSCRIPTION & SUPPORT
RENEWAL
Authorized User
3
E02UQLL
IBM WEBSPHERE TRANSFORMATION EXTENDER WITH COMMAND
SERVER PROCESSOR VALUE UNIT (PVU) ANNUAL SW
SUBSCRIPTION & SUPPORT RENEWAL
PVU
640
E025SLL
IBM WEBSPHERE APPLICATION SERVER NETWORK DEPLOYMENT
PROCESSOR VALUE UNIT (PVU) ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
PVU
200
E025SLL
IBM WEBSPHERE APPLICATION SERVER NETWORK DEPLOYMENT
PROCESSOR VALUE UNIT (PVU) ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
PVU
3000
E025QLL
IBM WEBSPHERE APPLICATION SERVER PROCESSOR VALUE UNIT
(PVU) ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
PVU
400
E02AULL
IBM WEBSPHERE MESSAGE BROKER PROCESSOR VALUE UNIT
(PVU) ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
PVU
400
E0256LL
IBM WEBSPHERE MQ PROCESSOR VALUE UNIT (PVU) ANNUAL SW
SUBSCRIPTION & SUPPORT RENEWAL
PVU
400
E025SLL
IBM WEBSPHERE APPLICATION SERVER NETWORK DEPLOYMENT
PROCESSOR VALUE UNIT (PVU) ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
PVU
3200
E01B1LL
IBM WEBSPHERE BUSINESS MODELER ADVANCED USER ANNUAL
SW MAINTENANCE RENEWAL
Advanced User
1
E0256LL
IBM WEBSPHERE MQ PROCESSOR VALUE UNIT (PVU) ANNUAL SW
SUBSCRIPTION & SUPPORT RENEWAL
PVU
3200
E025SLL
IBM WEBSPHERE APPLICATION SERVER NETWORK DEPLOYMENT
PROCESSOR VALUE UNIT (PVU) ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
PVU
600
E024WLL
IBM WEBSPHERE PORTAL ENABLE PROCESSOR VALUE UNIT (PVU)
ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
PVU
1400
E0256LL
IBM WEBSPHERE MQ PROCESSOR VALUE UNIT (PVU) ANNUAL SW
SUBSCRIPTION & SUPPORT RENEWAL
PVU
800
Contract No. 071B1300071
177
Part Number
Description
License Metric
Quantity
E025SLL
IBM WEBSPHERE APPLICATION SERVER NETWORK DEPLOYMENT
PROCESSOR VALUE UNIT (PVU) ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
PVU
800
E025QLL
IBM WEBSPHERE APPLICATION SERVER PROCESSOR VALUE UNIT
(PVU) ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
PVU
600
E025SLL
IBM WEBSPHERE APPLICATION SERVER NETWORK DEPLOYMENT
PROCESSOR VALUE UNIT (PVU) ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
PVU
1200
E01UDLL
IBM WEBSPHERE INTEGRATION DEVELOPER AUTHORIZED USER
ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
Authorized User
4
E02AULL
IBM WEBSPHERE MESSAGE BROKER PROCESSOR VALUE UNIT
(PVU) ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
PVU
1000
E02ECLL
IBM WEBSPHERE PROCESS SERVER , PROCESSOR VALUE UNIT
(PVU) ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
PVU
1800
E0225LL
IBM LOTUS DOMINO UTILITY SERVER PROCESSOR VALUE UNIT
(PVU) ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
PVU
100
E07UMLL
IBM LOTUS DOMINO ENTERPRISE CLIENT ACCESS LICENSE
AUTHORIZED USER ANNUAL SW SUBSCRIPTION & SUPPORT
RENEWAL
Authorized User
4
E020KLL
IBM LOTUS DOMINO ENTERPRISE SERVER PROCESSOR VALUE UNIT
(PVU) ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
PVU
900
E07UMLL
IBM LOTUS DOMINO ENTERPRISE CLIENT ACCESS LICENSE
AUTHORIZED USER ANNUAL SW SUBSCRIPTION & SUPPORT
RENEWAL
Authorized User
9
E0170LL
IBM TIVOLI ACCESS MANAGER FOR E-BUSINESS (OLD) VU VALUE
UNIT ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
VU Value Unit
1050
E04NFLL
IBM TIVOLI ACCESS MANAGER FOR E-BUSINESS USER VALUE UNIT
ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
VU Value Unit
2250
E01MZLL
IBM TIVOLI DIRECTORY INTEGRATOR IDENTITY EDITION VU VALUE
UNIT ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
VU Value Unit
2000
E04PDLL
IBM MAXIMO ASSET MANAGEMENT AUTHORIZED USER ANNUAL SW
SUBSCRIPTION & SUPPORT RENEWAL
Authorized User
150
E04QSLL
IBM MAXIMO FIELD CONTROL FIELD CONTROL AUTHORIZED USER
ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
Authorized User
50
E04PDLL
IBM MAXIMO ASSET MANAGEMENT AUTHORIZED USER ANNUAL SW
SUBSCRIPTION & SUPPORT RENEWAL
Authorized User
15
E04PDLL
IBM MAXIMO ASSET MANAGEMENT AUTHORIZED USER ANNUAL SW
SUBSCRIPTION & SUPPORT RENEWAL
Authorized User
72
E04PBLL
IBM MAXIMO ASSET MANAGEMENT DESKTOP REQUISITIONER
AUTHORIZED USER ANNUAL SW SUBSCRIPTION & SUPPORT
RENEWAL
Authorized User
1000
E04PCLL
IBM MAXIMO ASSET MANAGEMENT LIMITED USE AUTHORIZED USER
ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
Authorized User
10
E05JCLL
IBM RATIONAL LIFECYCLE PACKAGE WITH CLEARCASE FLOATING
USER ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
Floating User
25
E013DLL
IBM RATIONAL SODA FLOATING USER ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
Floating User
25
E0121LL
IBM RATIONAL ROBOT FLOATING USER ANNUAL SW SUBSCRIPTION
& SUPPORT RENEWAL
Floating User
1
E012ALL
IBM RATIONAL PURIFYPLUS FOR WINDOWS AUTHORIZED USER
ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
Authorized User
1
E013DLL
IBM RATIONAL SODA FLOATING USER ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
Floating User
1
E02D1LL
IBM RATIONAL ROSE ENTERPRISE FLOATING USER ANNUAL SW
MAINTENANCE RENEWAL
Floating User
1
E05JCLL
IBM RATIONAL LIFECYCLE PACKAGE WITH CLEARCASE FLOATING
USER ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
Floating User
1
E01MJLL
IBM RATIONAL APPLICATION DEVELOPER FOR WEBSPHERE
SOFTWARE AUTHORIZED USER ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
Authorized User
3
E01MJLL
IBM RATIONAL APPLICATION DEVELOPER FOR WEBSPHERE
SOFTWARE AUTHORIZED USER ANNUAL SW SUBSCRIPTION &
Authorized User
2
Contract No. 071B1300071
178
Part Number
Description
License Metric
Quantity
SUPPORT RENEWAL
E01MJLL
IBM RATIONAL APPLICATION DEVELOPER FOR WEBSPHERE
SOFTWARE AUTHORIZED USER ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
Authorized User
1
E01MJLL
IBM RATIONAL APPLICATION DEVELOPER FOR WEBSPHERE
SOFTWARE AUTHORIZED USER ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
Authorized User
1
E01MJLL
IBM RATIONAL APPLICATION DEVELOPER FOR WEBSPHERE
SOFTWARE AUTHORIZED USER ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
Authorized User
2
E01MJLL
IBM RATIONAL APPLICATION DEVELOPER FOR WEBSPHERE
SOFTWARE AUTHORIZED USER ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
Authorized User
6
E012XLL
IBM RATIONAL CLEARCASE CHANGE MANAGEMENT SOLUTION
FLOATING USER ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
Floating User
90
E0130LL
IBM RATIONAL CLEARQUEST FLOATING USER ANNUAL SW
SUBSCRIPTION & SUPPORT RENEWAL
Floating User
20
E0137LL
IBM RATIONAL REQUISITEPRO FLOATING USER ANNUAL SW
SUBSCRIPTION & SUPPORT RENEWAL
Floating User
13
E013DLL
IBM RATIONAL SODA FLOATING USER ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
Floating User
2
E019DLL
IBM RATIONAL REQUISITEPRO AUTHORIZED USER ANNUAL SW
SUBSCRIPTION & SUPPORT RENEWAL
Authorized User
20
E01M6LL
IBM RATIONAL SOFTWARE MODELER AUTHORIZED USER ANNUAL
SW SUBSCRIPTION & SUPPORT RENEWAL
Authorized User
15
E01M8LL
IBM RATIONAL ANNUAL SW ARCHITECT FOR WEBSPHERE
AUTHORIZED USER ANNUAL SW SUBSCRIPTION & SUPPORT
RENEWAL
Authorized User
17
E01MJLL
IBM RATIONAL APPLICATION DEVELOPER FOR WEBSPHERE
SOFTWARE AUTHORIZED USER ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
Authorized User
27
E01MJLL
IBM RATIONAL APPLICATION DEVELOPER FOR WEBSPHERE
SOFTWARE AUTHORIZED USER ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
Authorized User
1
E055DLL
IBM RATIONAL HIS FOR MULTIPLATFORMS, AUTHORIZED USER
ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
Authorized User
1200
E046DLL
IBM RATIONAL APPSCAN STANDARD EDITION FLOATING USER
ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
Authorized User
2
E01M8LL
IBM RATIONAL ANNUAL SW ARCHITECT FOR WEBSPHERE
AUTHORIZED USER ANNUAL SW SUBSCRIPTION & SUPPORT
RENEWAL
Authorized User
25
E01MJLL
IBM RATIONAL APPLICATION DEVELOPER FOR WEBSPHERE
SOFTWARE AUTHORIZED USER ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
Authorized User
12
E01MJLL
IBM RATIONAL APPLICATION DEVELOPER FOR WEBSPHERE
SOFTWARE AUTHORIZED USER ANNUAL SW SUBSCRIPTION &
SUPPORT RENEWAL
Authorized User
27
E012XLL
IBM RATIONAL CLEARCASE CHANGE MANAGEMENT SOLUTION
FLOATING USER ANNUAL SW SUBSCRIPTION & SUPPORT RENEWAL
Floating User
55
Contract No. 071B1300071
179
ATTACHMENT
FOR
IBM INTERNET SECURITY SYSTEMS (ISS) PRODUCTS
You are authorized to use the IBM ISS Software and/or IBM ISS Appliance(s) listed in Table 1(a) below in accordance with
the Agreement and Associated Documents, up to the quantities specified. Maintenance is included through 9/30/2011 as
set forth in Table 1(b) below.
Table 1(a)
Listed Program
Number
Listed Program Description
Quantity
GX5108C-V2-1-P
IBM Security Network IPS GX5008C (Fail Closed, 8 TX-
Copper IPS Ports, 2.5 Gbps)
2
GX5108C-V2-1-P-M
Tech Support, Advanced Exchange, and Updates for IBM
Security GX5108C
2
ABYP-4T-0S-0L-P
(ROHS) IBM Security Network Active Bypass - 4RJ45-0SX-
0LX
2
Table 1(b)
Maintenance Number
Maintenance Description
Quantity
ABYP-4T-0S-0L-P-M
(ROHS) IBM Security Network Active Bypass - 4RJ45-0SX-
0LX
2
2.
The products set forth in Table 1(a) above are “Listed Programs” and are licensed under the IPLA. Included in the
Option Charges is your payment for the Listed Programs listed above as well as payment of all shipping charges and
freight related expenses for those Listed Programs.
3.
The Listed Programs set forth in Table 1(a) above include at least one Appliance. An “Appliance” is an IBM ISS
Product consisting of Software pre-installed on a single hardware device (“Machine”). Machines consist of the
applicable device and pertinent user documentation. The following terms apply to all IBM ISS Appliances in this
Attachment:
a
. Description and License.
The license to use the pre-installed Software is only in conjunction with the
Machine with which it is originally supplied. Such licensed Software may not be removed from the
Machine. In connection with fulfilling an Appliance order, IBM may deliver a new Appliance model in place
of a model that is being phased out, or deliver a model with equal or greater functionality and performance
in place of a model that is unavailable; provided that the delivered model meets or exceeds the Machine
specifications of the replaced model.
b.
Machine Warranty.
IBM warrants the Machine for one (1) year from the Machine's Date of Installation.
c.
Appliance Maintenance.
Maintenance for Appliances includes (a) technical support for the Appliances,
(b) repair, replacement or advanced exchange of the Machine, and (c) related Software security content
updates, fixes and enhancements for the pre-installed Software during the period that you have paid the
applicable maintenance fees in accordance with IBM’s prevailing Maintenance and Support Policy available
at
http://www.ibm.com/services/us/iss/contracts
.
d. For purposes of this Attachment, IBM ISS Appliances are acquired under the terms of the State of Michigan,
Contract Number XXXXXX, between you and IBM and such agreement is deemed an “Associated Document”. If
there is a conflict between the terms of this Attachment
Contract No. 071B1300071
180
Offer - One Year SSSO Extension
Software Renewals (Business as Usual) - includes all curent software Subscription
and Support through Sept. 30, 2011
$2,727,646.54
TIM/TAM (additional licenses needed for MDOT/MBOS)
$137,566.00
ISS - 2 additional Proventia devices
$139,777.23
Build Forge (for DHS)
$217,095.00
Rational Application Developer (qty 20 for MBOS) – upgrade 16, 4 new
$35,804.00
Rational Application Developer (qty 5) replacement for WSAD IE (price is BAU for
WSAD IE renewal)
$6,920.00
WebSphere growth for ORS (upgrade to environment, growth of 4,000 pvu's)
$591,600.00
Base Spend
$3,856,408.77
WebSphere ILOG
$947,455.00
WebSphere Application Server (qty 880)
$130,152.00
Lotus Web Content Management growth (qty 200)
$84,160.00
Rational Automation Framework for WebSphere
$76,500.00
Rational Quality Manager
$233,750.00
Total for New Licenses and Maintenance through September 2011
$1,472,017.00
Total 1 Year Projected Spending for IBM Software
$5,328,425.77
IBM Offer
$3,837,485.00
28%
Additional Value
Asset Discovery and IT Asset Mgmt
$167,125.00
Tivoli Identity Access and Assurance (TIA&A) bundle - upgrade of existing TIM and
TAM, also include TSIEM, Federated Identity Manager, TAM ESSO and TAMOS
(value of over $2.2M)
$911,670.00
Additional Value
$1,078,795.00
+
Overall savings
40%
* Also includes price protection through September 30, 2013 of GV Level - 7% with
minimum order quantity of 25k
and an Associated Document, the terms of this Attachment shall prevail.
Contract No. 071B1300071
181
IBM Offer Renewals
BAU
Qty.
Renewal Part
Number
Description
Coverage Period
Extended
Business as
Usual Price
IBM Offer Qty
Software Renewals
900
E020KLL
IBM Lotus Domino Enterprise Server Processor Value Unit Annual SW
Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$7,992.00
900
13
E07UMLL
IBM Lotus Domino Enterprise Client Access License Authorized User Annual
SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$455.78
13
100
E0225LL
IBM Lotus Domino Utility Server Processor Value Unit Annual SW
Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$4,378.00
100
82
E01MJLL
IBM Rational Application Developer for WebSphere Software Authorized
User Annual SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$62,033.00
82
90
E012XLL
IBM Rational ClearCase Change Management Solution Floating User Annual
SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$112,500.00
90
55
E012XLL
IBM Rational ClearCase Change Management Solution Floating User Annual
SW Subscription & Support Renewal
Jan 1, 2011 - Sept 30, 2011
$51,562.50
55
20
E019DLL
IBM Rational RequisitePro Authorized User Annual SW Subscription &
Support Renewal
Oct 1, 2010 - Sept 30, 2011
$8,024.00
20
28
E013DLL
IBM Rational SoDA Floating User Annual SW Subscription & Support
Renewal
Oct 1, 2010 - Sept 30, 2011
$25,480.00
28
42
E01M8LL
IBM Rational Software Architect for WebSphere Authorized User Annual SW
Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$43,932.00
42
15
E01M6LL
IBM Rational Software Modeler Authorized User Annual SW Subscription &
Support Renewal
Oct 1, 2010 - Sept 30, 2011
$5,125.50
15
2
E046DLL
IBM Rational AppScan Standard Edition Floating User Annual SW
Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$11,050.00
2
20
E0130LL
IBM Rational ClearQuest Floating User Annual SW Subscription & Support
Renewal
Oct 1, 2010 - Sept 30, 2011
$17,180.00
20
13
E0137LL
IBM Rational RequisitePro Floating User Annual SW Subscription & Support
Renewal
Oct 1, 2010 - Sept 30, 2011
$10,166.00
13
1,200
E055DLL
IBM Rational HIS for Multiplatforms, Authorized User Annual SW
Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$71,400.00
1200
1
E0121LL
IBM Rational Robot Floating User Annual SW Subscription & Support
Renewal
Oct 1, 2010 - Sept 30, 2011
$1,505.00
1
1
E012ALL
IBM Rational PurifyPlus for Windows Authorized User Annual SW
Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$258.40
1
1
E02D1LL
IBM Rational Rose Enterprise Floating User Annual SW Subscription &
Support Renewal
Oct 1, 2010 - Sept 30, 2011
$1,590.00
1
26
E05JCLL
IBM Rational Life Cycle Package with ClearCase Floating User Annual SW
Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$53,482.00
26
Tivoli
Lotus
Rational
Contract No. 071B1300071
182
15,975
E0170LL
IBM Tivoli Access Manager for e-business (OLD) VU Value Unit SW Annual
SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$103,837.50
quantity of 17,600 uvu's
of TI&AA covers this
1,050
E0170LL
IBM Tivoli Access Manager for e-business (OLD) VU Value Unit SW Annual
SW Subscription & Support Renewal (for external users)
Oct 1, 2010 - Sept 30, 2011
$6,825.00
1,050
2,000
E01MZLL
Tivoli Directory Integrator Annual SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$6,040.00
2,000
7,525
E047RLL
IBM Tivoli Identity Manager and Role Management User Value Unit Annual
SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$55,308.75
quantity of 17,600 uvu's
of TI&AA covers this
500
E047RLL
IBM Tivoli Identity Manager and Role Management User Value Unit Annual
SW Subscription & Support Renewal
Jan 1, 2011 - Sept 30, 2011
$2,756.25
p
quantity of 17,600 uvu's
of TI&AA covers this
165
E04PDLL
IBM Maximo Asset Management Authorized User Annual SW Subscription &
Support Renewal
Oct 1, 2010 - Sept 30, 2011
$125,383.50
165
72
E04PDLL
IBM Maximo Asset Management Authorized User Annual SW Subscription &
Support Renewal
Jan 1, 2011 - Sept 30, 2011
$41,034.96
72
50
E04QSLL
IBM Maximo Field Control Authorized User Annual SW Subscription &
Support Renewal
Oct 1, 2010 - Sept 30, 2011
$1,615.00
50
1750
E04NFLL
IBM Tivoli Access Manager for e-business User Value Unit Annual SW
Subscription & Support Renewal (for external users)
Oct 1, 2010 - Sept 30, 2011
$7,735.00
1750
500
E04NFLL
IBM Tivoli Access Manager for e-business User Value Unit Annual SW
Subscription & Support Renewal (for external users)
Oct 1, 2010 - Sept 30, 2011
$1,657.50
500
1,000
E04PBLL
IBM Maximo Asset Management Desktop Requisitioner Authorized User
Annual SW Subscription & Support Renewal
Jan 1, 2011 - Sept 30, 2011
$32,200.00
1,000
10
E04PCLL
IBM Maximo Asset Management Limited Use Authorized User Annual SW
Subscription & Support Renewal
Jan 1, 2011 - Sept 30, 2011
$2,850.00
10
1
E01TTLL
IBM WebSphere Adapter for JDBC Establishment Annual SW Subscription &
Support Renewal
Oct 1, 2010 - Sept 30, 2011
$18,190.00
1
5,200
E025QLL
IBM WebSphere Application Server Processor Value Unit Annual SW
Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$40,872.00
5200
14,180
E025SLL
IBM WebSphere Application Server Network Deployment Processor Value
Unit Annual SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$418,877.20
14,180
1,800
E02ECLL
IBM WebSphere Process Server for Multiplatforms Processor Value Unit
Annual SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$289,260.00
1800
4
E01UDLL
IBM WebSphere Integration Developer Authorized User Annual SW
Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$2,652.00
4
1
E01B1LL
IBM WebSphere Business Modeler Advanced User Annual SW Subscription
& Support Renewal
Oct 1, 2010 - Sept 30, 2011
$1,819.00
1
2,100
E02AULL
IBM WebSphere Message Broker Processor Value Unit Annual SW
Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$337,470.00
2100
1,400
E024WLL
IBM WebSphere Portal Enable Processor Value Unit Annual SW
Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$254,660.00
1400
8
E02RZLL
IBM WebSphere Transformation Extender Design Studio Authorized User
Annual SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$5,304.00
8
6,200
E0256LL
IBM WebSphere MQ Processor Value Unit Annual SW Subscription &
Support Renewal
Oct 1, 2010 - Sept 30, 2011
$72,726.00
6200
640
E02UQLL
IBM WebSphere Transformation Extender with Command Server Processor
Value Unit Annual SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$72,896.00
640
1
E02QILL
IBM WebSphere Transformation Extender Pack for X12 Application Instance
Annual SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$7,565.00
1
WebSphere
Contract No. 071B1300071
183
200
E02URLL
IBM WebSphere Transformation Extender with Launcher Processor Value
Unit Annual SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$34,000.00
200
400
E04PLLL
IBM InfoSphere DataStage for Non-Production Environments Processor
Value Unit Annual SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$19,636.00
400
400
E04PSLL
IBM InfoSphere Information Analyzer Processor Value Unit Annual SW
Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$29,240.00
400
10
E04NZLL
IBM WebSphere DataStage and QualityStage Designer Concurrent User
Annual SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$5,355.00
10
15
E04NZLL
IBM WebSphere DataStage and QualityStage Designer Concurrent User
Annual SW Subscription & Support Renewal
Jan 1, 2011 - Sept 30, 2011
$6,024.45
15
400
E04PQLL
IBM WebSphere QualityStage Processor Value Unit (PVU) Annual SW
Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$32,132.00
400
400
E04PYLL
IBM InfoSphere QualityStage for Non-Production Environments Processor
Value Unit Annual SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$16,064.00
400
400
E04PJLL
IBM InfoSphere DataStage Processor Value Unit Annual SW Subscription &
Support Renewal
Oct 1, 2010 - Sept 30, 2011
$39,440.00
400
10
E060QLL
IBM Cognos 8 Business Intelligence Administrator Authorized User Annual
SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$22,400.00
10
50
E0615LL
C8 BI Business Author Auth User Annual SW Subscription & Support
Renewal
Oct 1, 2010 - Sept 30, 2011
$11,600.00
50
200
E061BLL
C8 BI Consumer Auth User Annual SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$28,600.00
200
10
E060TLL
IBM Cognos 8 Business Intelligence Professional Annual SW Subscription &
Support Renewal
Oct 1, 2010 - Sept 30, 2011
$5,360.00
10
2
E0622LL
C8 BI Software Development Kit Auth User Annual SW Subscription &
Support Renewal
Oct 1, 2010 - Sept 30, 2011
$2,220.00
2
200
E060KLL
IBM Cognos 8 Business Intelligence for Non-Production Environment
Processor Value Unit Annual SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$11,200.00
200
1
E04NWLL
IBM Infosphere Information Analyzer Workbench Concurrent User Annual
SW Subscription & Support Renewal
Jan 1, 2011 - Sept 30, 2011
$1,338.75
1
10
E03K6LL
IBM FileNet Image Svcs Named User Annual SW Subscription & Support
Renewal
Oct 1, 2010 - Sept 30, 2011
$6,812.50
10
1
E03KNLL
IBM FileNet Image Svcs Toolkit Device Annual SW Subscription & Support
Renewal
Oct 1, 2010 - Sept 30, 2011
$2,225.00
1
2
E03LELL
IBM FileNet P8 Base - P8 Application Non-Prod Svr Annual SW Subscription
& Support Renewal
Oct 1, 2010 - Sept 30, 2011
$1,392.50
2
2
E03LULL
IBM FileNet P8 Base - P8 Platform Server Annual SW Subscription &
Support Renewal
Oct 1, 2010 - Sept 30, 2011
$11,125.00
2
1
E03LYLL
IBM FileNet P8 Base - P8 Platform Non-Prod Svr Annual SW Subscription &
Support Renewal
Oct 1, 2010 - Sept 30, 2011
$1,387.50
1
1
E03NKLL
IBM FileNet High Perf Image Import Non-Prod Svr Annual SW Subscription &
Support Renewal
Oct 1, 2010 - Sept 30, 2011
$4,637.50
1
1
E03P5LL
IBM FileNet P8 Base - Workgroup Svr Pkg Annual SW Subscription &
Support Renewal
Oct 1, 2010 - Sept 30, 2011
$4,637.50
1
7
E03GKLL
IBM FileNet IS Conn To Centera 1TB Annual SW Subscription & Support
Renewal
Oct 1, 2010 - Sept 30, 2011
$15,575.00
7
9
E0532LL
IBM FileNet Image Services Integral SDS Connector to Centra Resource
Value Unit Annual SW Subscription & Support Renewal
Oct 1, 2010 - Sept 30, 2011
$2,295.00
9
2
E053KLL
IBM FileNet Image Services Authorized User Vaulue Unit Annual SW
Subscription & Support Renewal
Jul 1, 2010 - Sept 30, 2011
$1,275.00
2
10
E052WLL
IBM FileNet Image Services Connector to Centera Storage & Retrieval
Resource Value Unit Annual SW Subscription & Support Renewal
Jul 1, 2010 - Sept 30, 2011
$3,187.50
10
34
E0532LL
IBM FileNet Image Services Integral SDS Connector to Centra Resource
Value Unit Annual SW Subscription & Support Renewal
Jul 1, 2010 - Sept 30, 2011
$10,837.50
34
Renewal Total
$2,727,646.54
Data Management Products
Contract No. 071B1300071
184
IBM Offer Agency Needs and Additional Value
BAU
Qty.
Renewal Part
Number
Description
Coverage Period
Extended
Business as
Usual Price
IBM Offer Qty
2600
D61VXLL
IBM Tivoli Identity Manager and Role Management User Value Unit License +
SW Subscription & Support 12 Months
Oct 1, 2010 - Sept 30, 2011
$95,576.00
quantity of 17,600 uvu's
of TI&AA covers this
1900
D03RLLL
IBM Tivoli Access Manager for e-Business User Value Unit License + SW
Subscription & Support 12 Months
Oct 1, 2010 - Sept 30, 2011
$41,990.00
quantity of 17,600 uvu's
of TI&AA covers this
2
GX5108C-V2-1-P
IBM Security Network IPS GX5008C (Fail Closed, 8 TX-Copper IPS Ports,
2.5 Gbps)
Oct 1, 2010 - Sept 30, 2011
$100,291.50
2
2
GX5108C-V2-1-P-M
Tech Support, Advanced Exchange, and Updates for IBM Security GX5108C
Oct 1, 2010 - Sept 30, 2011
$22,064.13
2
2
ABYP-4T-0S-0L-P
(ROHS) IBM Security Network Active Bypass - 4RJ45-0SX-0LX
Oct 1, 2010 - Sept 30, 2011
$14,280.00
2
2
ABYP-4T-0S-0L-P-M
Tech Support and Maintenance for ABYP-4T-0S-0L-P
Oct 1, 2010 - Sept 30, 2011
$3,141.60
2
1
D59BQLL
IBM Rational Build Forge Enterprise Edition Server License + SW
Subscription & Support 12 Months
Oct 1, 2010 - Sept 30, 2011
$147,050.00
1
10
D60SALL
IBM Rational Build Forge Access Floating User License + SW Subscription &
Support 12 Months
Oct 1, 2010 - Sept 30, 2011
$36,810.00
10
1
D59BLLL
IBM Rational Build Forge Enterprise Edition Adaptor Toolkit Server License +
SW Subscription & Support 12 Months
Oct 1, 2010 - Sept 30, 2011
$33,235.00
1
20
D54N4LL
IBM Rational Application Developer for WebSphere Software Authorized
User License + SW Subscription & Support 12 Months * price assumes
upgrade of 16 WID and 4 new (value of $75k)
Oct 1, 2010 - Sept 30, 2011
$35,804.00
20
5
D54N4LL
IBM Rational Application Developer for WebSphere Software Authorized
User License + SW Subscription & Support 12 Months * price is BAU for
WSAD IE renewal only (value of $18.9k)
Oct 1, 2010 - Sept 30, 2011
$6,920.00
5
4,000
D55WJLL
IBM WebSphere Application Server Network Deployment Processor Value
Unit License + SW Subscription & Support 12 Months
Oct 1, 2010 - Sept 30, 2011
$591,600.00
4000
600
D0965LL
IBM WebSphere ILOG JRules Processor Value Unit (PVU) License + SW
Subscription & Support 12 Months. (This includes 400 Value Units to cover
an 8 core Sun T5140 Zone in Production/Test, and 200 Value Units to cover
1 Sun v440 2 core box in development.)
Oct 1, 2010 - Sept 30, 2011
$561,000.00
600
200
D095GLL
IBM WebSphere ILOG Decision Validation Services Processor Value Unit
(PVU) License + SW Subscription & Support 12 Months. (This includes 200
Value Units to cover a 4 core Sun T5140 Zone in Production/Test.)
Oct 1, 2010 - Sept 30, 2011
$187,000.00
200
200
D094VLL
IBM WebSphere ILOG Rule Team Server Processor Value Unit (PVU)
License + SW Subscription & Support 12 Months. (This includes 200 Value
Units to cover a 4 core Sun T5140 Zone in Production/Test.)
Oct 1, 2010 - Sept 30, 2011
$187,000.00
200
5
D095WLL
IBM WebSphere ILOG Rule Solutions for Office Authorized User License +
SW Subscription & Support 12 Months
Oct 1, 2010 - Sept 30, 2011
$12,455.00
5
880
D55WJLL
IBM WebSphere Application Server Network Deployment Processor Value
Unit License + SW Subscription & Support 12 Months
Oct 1, 2010 - Sept 30, 2011
$130,152.00
880
800
D55Y4LL
IBM Lotus Web Content Management Processor Value Unit License + SW
Subscription & Support 12 Months * price for 200 pvu's only (600 no charge)
Oct 1, 2010 - Sept 30, 2011
$84,160.00
800
2
D090CLL
IBM Rational Automation Framework for WebSphere Enterprise Edition
Server License + SW Subscription & Support 12 Months
Oct 1, 2010 - Sept 30, 2011
$76,500.00
2
1
D062FLL
IBM Rational Quality Manager Standard Edition Install with 3 Authorized
Users License + SW Subscription & Support 12 Months
Oct 1, 2010 - Sept 30, 2011
$17,000.00
1
25
D087WLL
IBM Rational Quality Manager Client Floating User License + SW
Subscription & Support 12 Months
Oct 1, 2010 - Sept 30, 2011
$201,875.00
25
5
D087SLL
IBM Rational Quality Manager Viewer Client Floating User License + SW
Subscription & Support 12 Months
Oct 1, 2010 - Sept 30, 2011
$14,875.00
5
40000
D0A1ULL
IBM Tivoli Asset Discovery for Distributed 10 Processor Value Units (PVUS)
Oct 1, 2010 - Sept 30, 2011
86,800.00
40000
25
D61IZLL
IBM Tivoli Asset Management for IT Authorized User
Oct 1, 2010 - Sept 30, 2011
80,325.00
25
17600
D093YLL
IBM Tivoli Identity and Access Assurance (TI&AA) User Value Unit License +
SW Subscription & Support 12 Months * special price (actual BAU is $2.2M)
Increases TIM/TAM entitlement to cover new projects, covers all existing
TIM/TAM quantities for renewal, brings TIM entitlement equal to TAM, adds
entitlement for Tivoli Compliance Insight manager, Federated Identity
Manager, TAM ESSO and TAM OS.
Oct 1, 2010 - Sept 30, 2011
1,009,850.00
17600
Additional value included in IBM offer
Additions to the SSSO
Contract No. 071B1300071
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