WSCA Quarterly Sales Reporting Process Cisco U.S. Public Sector Contracts Management Office 2012 © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 1 Agenda WSCA Reporting Process Highlights Key Reporting and Contract Admin Fee Reminders Inaccurate Report Process Report Template Report Template – Example Report Submission Process – Cisco Immix Web Portal Common Reporting Issues & FAQs Open Floor for Partner Questions Back up Slides – Reference, Cisco.com WSCA Website, Invoicing, and WSCA State Contracts Overview © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 2 WSCA Reporting Process Highlights Report Submission Process Submit reports via the Cisco Public Sector Contract Sales Reporting Web Portal: https://pos.immixgroup.com/IGCISCO Report Template Download the report template from the Web Portal (https://pos.immixgroup.com/IGCISCO ). Report Due Dates Reports are due 15 calendar days following the end of a calendar quarter: Cal. Qtr Reporting Period-Date Range Report Due Date Q1 January 1 through March 31 April 15th Q2 April 1 through June 30 July 15th Q3 July 1 through September 30 October 15th Q4 October 1 through December 31 January 15th $0 No Sales to Report Do NOT complete a report template, but you MUST log into the Web Portal to submit “$0 No Sales” for the quarter. Authorized IronPort Resellers ONLY Submit a separate report file for IronPort Quarterly Sales using the same report template. © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 3 Quarterly Sales Volume Reporting & WSCA and State Fee Remittance Process Partner prepares WSCA Quarterly Sales Volume Report Cisco aggregates WSCA and State Fees collected from Partners and sends one (1) check payment to WSCA and one (1) check payment to State (as applicable) © 2009 Cisco Systems, Inc. All rights reserved. Partner submits WSCA Report via Web Portal by due date Partner submits payment for the invoiced WSCA (0.5%) & State fee (if applicable) amount to CISCO Cisco Confidential Cisco reviews Partner quarterly reports and notifies WSCA and each State when consolidated report is available on Web Portal Partner receives an Invoice for the WSCA & State fees via email from CISCO with Payment Terms of “Pay Immediately Upon Receipt” 4 Key Reporting and Contract Admin Fee Reminders Which Sales Transactions to Report All orders placed by Authorized Purchasers using the WSCA contract in their State; AND All sales for which a purchase order has been received and accepted during the reporting interval; Any order(s) placed as a result of Partner being awarded the deal based on a mini bid (i.e. solicitation for quotes) or mini RFP that leverages the Ts &Cs of the WSCA contract or piggybacks off of it; or Any order(s) placed as result of Partner being awarded a deal based on a full blown RFP that leverages the Ts & Cs of the WSCA contract or piggyback’s off of it. NOTE: Any orders which a customer’s PO has been accepted by the Partner AND order has been placed with Cisco or Disti must be reported. If order has not YET been placed with Cisco or Disti, report order in future reporting period when order has been placed with Cisco or Disti. It is not necessary to report $0 configured minor line items if it is part of a major line priced SKU. It is the Partners’ responsibility to verify with the Authorized Purchaser if the order does NOT clearly identify that the order is being placed through WSCA. Underreporting is grounds for removal from the WSCA Contract. © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 5 Key Reporting and Contract Admin Fee Reminders Contract Administrative Fees Pursuant to Partners’ U.S. Public Sector Subcontract/Supplement (USPSS), Partners are responsible for the following administrative fees based on the invoiced amounts to Authorized Purchasers (adjusted for credits): WSCA Administrative Fee (0.5% of Net Purchase Price) State Administrative Fee (if applicable) – See Below State Fee State Fee State Fee State Fee State Fee AK N/A HI N/A MT N/A SD N/A WY N/A CA 1% IA 1% NJ N/A UT 1% DC N/A ID 1.25% NV N/A WA .5% DE N/A KY N/A OR .5% WI N/A Payment Due Date Pursuant to Partners’ USPSS, payment for WSCA & State Fees are due: Immediately Upon Receipt of Invoice. Invoices will be sent from email address edeliveryinvoice@cisco.com. © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 6 Inaccurate Report and Contract Administrative Fee Process Process to Address Inaccurate Reports Submitted Quarterly Reports may only be submitted once. If a Partner needs to resubmit a report for any reason BEFORE the report deadline, you MUST perform the following steps: 1. Email the Cisco Contract Administrator: wsca-help@external.cisco.com to request approval to resubmit the report. Partner MUST provide a justification for the requested resubmission and contact information of the person who can answer questions that Cisco may have regarding Partner’s request. 2. Cisco will review the email request and advise Partner if the request is approved. 3. If approved, Cisco will grant Partner the ability to resubmit the report via the Web Portal. 4. Resubmitted report will be reviewed by Cisco and may be rejected if any issues are found. NOTE: If a Partner needs to resubmit a report AFTER the report deadline, the Partner is subject to the following: Cisco will notify WSCA and the State and jointly determine a correction process. Partner may be required to correct inaccurate sales data in the NEXT quarter’s sales volume report submission: Missing sales – add to next quarter’s report as a normal transaction Unauthorized contract sales – add to next quarter’s report as a credit transaction © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 7 Report Template WSCA2012 © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential Report Template Header Section Header Section (Rows 1-8): Do this first! Fill in the blue highlighted rows with your Partner information. © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential Drop Down List (Rows 2 & 4 ONLY): Select from available selections to populate “State” and “Quarter-End Date” fields. 9 Report Template Header Section – Definition of Fields Partner Name (row 1): Partner/Reseller Full Legal Company Name State (row 2): Select from Drop-Down List the US State the sales data being reported is in reference to Contract ID (row 3): US State Prime Contract Number. This is the prime contract between the State and Cisco. WSCA Contract Number is AR-233. Use the state/PA ID# table below to determine the Contract ID that you should enter (see slide notes for details) State PA ID# State PA ID# State PA ID# State PA ID# AK AR-233 IA AR-233 NV AR-233 WI 11-20664-001 CA 7-08-70-13 ID PADD1070 OR 8605 WY AR-233 DC DCTO-2010-C-0002 KY MA 758 1100000707 SD 15287 DE GSS09579DATACOMMV01 MT AR-233 UT AR-233 HI AR-233 NJ 73979 WA T10-MST-325 Quarter-End Date (row 4): Select from Drop-Down List Quarter-end date of the sales data being reported Contact Name (row 5): Partner/Reseller Company Contact Person’s Name Contact Phone (row 6): Partner/Reseller Company Contact Person’s Phone # Contact Email (row 7): Partner/Reseller Company Contact Person’s Email Partner PO# for Cisco Fee Invoicing (row 8): Cisco will invoice Partner for WSCA .5% fee + State fee (if applicable). Enter Partner’s Purchase Order Number that will be used to pay the Cisco Invoice for the Contract Admin Fees. Enter placeholder PO# if not available. (ex. CiscoWSCANJQ1CY11) © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 10 Report Template Detail Section Detail Section (Columns B – Q): Start populating data only after completing the Header Section. Begin at row 11 and work your way right to complete each detail row. One row for each SKU. Do not skip any rows. Spreadsheet Message (Column A): If any detail section cell is blank or is identified to have a problem, a descriptive error message will appear in the “Spreadsheet Message” column for the applicable row. © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 11 Report Template Detail Section – Definition of Fields Report any orders which a customer’s PO has been accepted by the Partner AND order has been placed with Cisco or Disti must be reported. If order has not YET been placed with Cisco or Disti, report order in future reporting period when order has been placed with Cisco or Disti. It is not necessary to report $0 configured minor line items if it is part of a major line priced SKU. Cisco Sales Order or Transaction ID (column B): Cisco’s Sales Order Number if the order went direct -OR- the Transaction ID if the order went through distribution. Partner PO # (To Cisco or Disti) (column C): Partner’s Purchase Order Number associated with the order submitted to Cisco/Distributor. Partner PO Date (To Cisco or Disti) (column D): Date of Partner’s Purchase Order associated with the order submitted to Cisco/Distributor. Purchasing Entity's PO Number (column G): Purchasing Entity’s purchase order number placed with Partner. Purchasing Entity's PO Date (column H): Date of Purchasing Entity’s purchase order number placed with Partner. Date Fields should be formatted as MM/DD/YYYY Example: 01/01/2011 © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 12 Report Template Detail Section – Definition of Fields There may be orders where Partner’s Invoice to customer may not have been generated YET by the report submission date, for a variety of timing reasons. If this is the case, do the following: 1. Enter “TBD” for Invoice ID #. 2. Enter the last date of Reporting Period for Invoice Date. IMPORTANT NOTE: Partner may be required to provide the actual Invoice number AFTER the report submission for audit purposes or upon request from the Contract Administrator(s) and/or Cisco. Partner to Purchasing Entity's Invoice Number for Transaction (column E): Partner's invoice number to the Purchasing Entity associated to the order. Enter “TBD” if invoice has not been generated and sent to the Purchasing Entity yet. Partner to Purchasing Entity's Invoice Date for Transaction (column F): Date of Partner's invoice number to the Purchasing Entity associated to the order. If invoice has not been generated and sent to Purchasing Entity YET, enter last date of Reporting Period. Ex. Q1CY11 enter “03/31/2011”. Report any orders which a customer’s PO has been accepted by the Partner AND order has been placed with Cisco or Disti. © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 13 Report Template Detail Section – Definition of Fields Columns I-K Purchasing Entity Type (column I): Select from Drop-Down List the type of Purchasing Public Sector Entity associated to the order Gov-State Gov-County Gov-Local Edu-K-12 Edu-HE 2 yr Edu-HE 4 yr Edu-Private Non-Profit American Indian Tribes Purchasing Entity Name (column J): Purchasing Public Sector Entity's name as shown on order placed with Partner Purchasing Entity Bill-To Address (column K): Purchasing Public Sector Entity's full Bill-To (Billing) address: Address Line 1 City, State and Zip Code © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 14 Report Template Detail Section Detail Section (Columns B-Q): Sales Volume. Sales Types include: Product, Service, and Basic Installation & Configuration (BI&C) Service. Only one SKU may be reported on each row. Basic Install & Config is only available in SELECT WSCA States. © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 15 Report Template Detail Section – Definition of Fields Type of Sale: Product, Service, or Basic Install & Config (P or S or B) (column L): Select from Drop-Down List the type of sale Product – Select “P” Service – Select “S” Basic Installation & Configuration (BI&C) Service – Select “B” Product/Service SKU OR "Basic Install & Config" (column M): Enter the EXACT SKU for Product/Service per the published Pricelist OR for BI&C, enter “Basic Install & Config”. Refer to the current pricelist posted on the WSCA website Product/Service Description OR "Basic Install & Config" (column N): Enter the EXACT Description for Product/Service per the published Pricelist OR for BI&C, enter “Basic Install & Config”. Refer to the current pricelist posted on the WSCA website Prod/Srvc Qty OR BI&C Hours (column O): Actual quantity for each Product/Service SKU OR Total number of Basic Install & Config Hours Product/Service List Price OR BI&C Hourly Rate(column P): Current List Price for each Product/Service SKU OR Partner’s Basic Install & Config Hourly Rate Refer to the current pricelist posted on the WSCA website Product/ Service Discount % (column Q): Actual discount percentage for each Product or Service SKU. Enter 0% for Basic Install & Config. Basic Install & Config is only available in SELECT WSCA States. © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 16 Resources & Information for Detail Section Pricelist For Product/Service SKU, Product/Service Description & Product/Service List Price (Columns M, N & P), Partners are REQUIRED to refer to the current pricelist posted on the Cisco.com WSCA website: WSCA Cisco Pricelist (including Basic Maintenance for e-Rate): http://www.cisco.com/web/strategy/government/wsca/states/price_list.html WSCA IronPort Pricelist: http://www.cisco.com/web/strategy/government/wsca/states/ironport_price_list.html The pricelist posted on the WSCA website is the sole source of state approved contract pricing information that MUST be utilized when supplying product and service price quotes to WSCA Authorized Purchasers. No other source may be used. Basic Installation & Configuration Service Availability Limited Partner Professional Services: Certified and Technical Project Management, Implementation Engineering, Site Survey, High Level Design Review, Staging, Global Implementation Capability, Configuration Development, Knowledge Transfer and Detailed Documentation State BI&C State BI&C State BI&C State BI&C State BI&C AK No HI No MT Yes SD No WY No CA No IA No NJ Yes UT Yes DC Yes ID Yes NV No WA No Yes KY Yes OR No WI Yes DE © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 17 Report Template Detail Section Detail Section (Columns B-Q): Amounts automatically populate once all sales volume data is input. © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 18 Report Template Detail Section – Definition of Fields All fee amounts in these columns AUTOMATICALLY calculate once all sales volume data is input. Product/Service/BI&C Net Amount (column R): This column calculates the Net Purchase Price based on reported items’ Quantity, List Price, and Discount % entered in columns O-Q. Contract Admin Fee Amount (column S): This is the WSCA Contract administrative fee due and payable to WSCA. The fee is based on 0.5% of the Net Purchase Price (column R). State Admin Fee Amount (column T): IF APPLICABLE, this is the State Administrative fee due and payable to the Participating State if they impose an administrative fee on WSCA sales activity. The fee amount varies by state and is based on a percentage of the Net Purchase Price (column R), per the table below. State Fee State Fee State Fee State Fee State Fee AK N/A HI N/A MT N/A SD N/A WY N/A CA 1% IA 1% NJ N/A UT 1% DC N/A ID 1.25% NV N/A WA .5% DE N/A KY N/A OR .5% WI N/A © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 19 Report Template Formatting & Adding Rows “Auto Format Rows” Button: Will wrap text and adjust column width and row height “Add 10 Blank Rows” Button: This adds 10 additional rows to the bottom of your spreadsheet to add more sales data Allow Excel to enable macros if security warning appears © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 20 Report Template – SUMMARY Do NOT complete a report template, but you MUST log into the Web Portal to submit “$0 No Sales” for the quarter. Download the report template from the Web Portal Complete the Header Section (rows 1 to 8) first. Manual entry for the Detail Section (columns B-Q) begins at row 11. Each row in the Detail Section MUST be populated with data for columns B to Q. Each row in the Detail Section must include sales volume data for only one (1) SKU. Each Product/Service SKU (column M) entry must match the Type of Sale (column L) indicated. For example, when reporting “S” in column L for Service, Product ID in column M must begin with a Service prefix such as ‘CON-’. Use the Auto Format Rows macro button to resize columns/rows and wrap text within a cell. Use the Add 10 Blank Rows macro button to add additional rows to the bottom of the spreadsheet. Cisco.com WSCA Website URL (to access WSCA Price Lists): http://www.cisco.com/web/strategy/government/wsca/index.html For general questions regarding the WSCA contract, please email Cisco CMO at wsca-help@external.cisco.com © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 21 Report Template Example WSCA2012 © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential Report Template Header Section - Example Header Section: Input cells change color from blue as information is entered. Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 23 Report Template Header Section - Example Detail Section (columns B-Q): In the example below, columns B-K have been entered. Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 24 Report Template Header Section - Example Cisco Sales Order or Transaction ID not generated yet: Enter TBD* Cisco Sales Order or Transaction ID not retained in Partner’s records: Enter N/R* Basic Installation and Configuration Services which do not have a Cisco Sales Order or Transaction ID or Partner PO # To Cisco or Disti: Enter N/A Allowable Exception Entries: Enter “Signed SOW”, “Signed Quote” or “P-Card” with additional details where available Invoice # not generated yet: Enter TBD* in Col E and the last day of the quarter in Col F NO other “exception” entries are allowed without Cisco pre-approval Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 25 Report Template Detail Section - Example Type of Sale & SKU mismatch: On rows 12 & 13, the type of sale (column L) does NOT match the SKU (column M) Row with empty column: On row 16, the description field is blank. Trade-In: On row 17, enter “TRADE-IN” preceding the SKU description. Enter the trade-in net amount as a negative amount and 0% discount. In the following row, enter the new purchase associated to the preceding Trade-In. Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 26 Report Template Detail Section - Example General Error Message: The error below appears whenever there are any errors detected and reported in the “Spreadsheet Message” column. Detail Error Messages: If any detail section cell is blank or identified to have a problem, a descriptive error message will appear in the “Spreadsheet Message” column. Do NOT submit report with ERRORS – correct all errors prior to submission. Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 27 Report Template Detail Section - Example Clearing the Errors: On row 13, corrected Type of sale to P to match Product SKU. On row 14, corrected Type of sale to S to Service SKU. On row 16, populated column N with the correct SKU description. Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 28 Report Template Detail Section - Example “Spreadsheet Messages” column & General Error Message on Row 9: Errors have been eliminated. Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential Some Cells May be difficult to Read: Cells with longer values are cut off and need to be formatted. 29 Report Template Detail Section - Example “Auto Format Rows”: Click the macro button to reformat the cells. If you run out of empty rows, Click “Add 10 Blank Rows” button: This adds 10 lines to the bottom of your spreadsheet. Allow Excel to enable macros if security warning appears Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 30 Cisco Public Sector Contract Sales Reporting Web Portal WSCA2012 © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential Report Submission Process Cisco Public Sector Contract Sales Reporting Web Portal URL: https://pos.immixgroup.com/IGCISCO/ If you are reporting “$0 No Sales” for the quarter, Do NOT complete a report template, but you MUST log into the Web Portal to submit “$0 No Sales” for the quarter. If you are reporting WSCA sales volume for the quarter, review the report for accuracy and save your completed report file. Proceed to the Web Portal to upload and submit your report file. For any Reporting Web Portal related questions, please email CISCO_Portal-help@immixgroup.com Web Portal Functionality: Web RACI Log-In User Profile Partner Profile Contract Partner Profile Download Reporting Template $0 No Sales Report Quarterly Sales Volume Report Submission Partner Submission Status Report © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 32 Web Portal: Log-In Training Materials & FAQs (no login req) Click the Log In link on top right corner Enter Username and Password Click Log In If you forgot your username or password, enter your email address then click either “Send me my Username” or “Reset my Password” button. Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 33 Web Portal: User Profile Click your Username link to update profile Update any user profile information, except Username Click Save once changes are input Change Password Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 34 Web Portal: Partner Profile To view and/or edit your Partner Profile, click “Partner Profiles” on the left navigation column. Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 35 Web Portal: Contract Partner Profiles To view Contract Partner Profile, click “Contract Partner Profiles” on the left navigation column. Click on the pencil icon to view and/or edit that specific Contract Partner profile. Only contracts and manufacturers specific to the Partner company will be displayed on this screen. Some Partners may see only one option, whereas other Partners who are authorized on several contracts for different manufacturers will see multiple options as exemplified above. Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 36 Web Portal: Contract Partner Profiles Partner Contacts may be updated by selecting the appropriate contact tab and editing the open text fields. Some fields are READ-ONLY. To update the read-only information, contact your Cisco Contract Manager. Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 37 Web Portal: Download Reporting Template To download a copy of the Reporting Template, click “Download Reporting Templates” on the left navigation column. Click on the Spreadsheet Icon image to download the template file Version and date is indicated below template link. Current version must be used, old versions will be rejected by Web Portal. Save the file to your computer hard drive Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 38 Web Portal: Upload POS Data – NO SALES To upload No Sales, click “Upload POS Data” on the left navigation column. Complete all fields and Click the checkbox for “No Sales” before clicking “Submit” Click “Confirm” to officially submit a No Sales Report. Failure to confirm will result in NO submission Verify the below confirmation message is received. If you do not get the confirmation message, the report was NOT submitted successfully. Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 39 Web Portal: Upload POS Data – SALES To upload a Sales Report, click “Upload POS Data” on the left navigation column. Browse and select the completed report file saved on your computer’s hard drive On the report file, ensure: The most recent version template is used. Rows 1-8 are completed filled out ACCURATELY There are NO blank cells that are required fields or NO skipped rows All Date related cells contains a valid date in the required date format The Purchasing Entity Type accurately corresponds to the Purchasing Entity The Purchasing Entity Bill To Address contains a FULL address incl. City, State & Zip Code Type of Sale accurately corresponds to the SKU – S for Service and P for Products Total Amounts are accurately calculated SKU & Description MATCH EXACTLY to the posted WSCA Price List Files on the WSCA website Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 40 Web Portal: Data Validation The Web Portal performs several data validation checks and will prevent upload and submission of the report file if errors are found. Detailed descriptions of the errors will be identified either at the top of the screen in a red banner or below the submit button. Errors below the submit button will indicate the specific row and description of the error. Errors must be fixed in order to submit file successfully. For assistance with these errors, please email CISCO_Portal-help@immixgroup.com Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 41 Web Portal: Upload POS Data – SALES A summary of the report will appear, including the number of data records, summary of product, service and basic install totals, and grand total amounts. Click “Confirm” to officially submit the Sales Report. Failure to confirm will result in NO submission Verify the below confirmation message is received. If you do not get the confirmation message, the report was NOT submitted successfully. Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 42 Web Portal: Partner Submission Status To view status of a submitted report, click “Partner Submission Status” on the left navigation column. Status may be in either “Submitted”, “Rejected”, or “Approved” Status. Cisco will notify Partners if a report is rejected due to errors or issues. Partners are required to correct the errors before the report due date, otherwise the report will be considered late and the report delinquency will be noted for performance reviews. Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 43 Web Portal: Email Confirmation An Email confirmation is sent to the user when the report is successfully submitted in the web portal. If you do NOT receive an email confirmation, the report was not successfully submitted. Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 44 Common Reporting Issues & FAQs WSCA2012 © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential Common WSCA Reporting Errors Incorrect State (row 2): Select from Drop-Down List the CORRECT US State the sales data being reported is in reference to The correct State must be selected for the administrative fees to be calculated correctly. Incorrect Quarter-End Date (row 4): Select from Drop-Down List the CORRECT Quarter-end date of the sales data being reported Blank Partner PO# for Cisco Fee Invoicing (row 8): Do NOT leave BLANK. Enter Partner’s Purchase Order Number that will be used to pay the Cisco Invoice for the Contract Admin Fees. Enter placeholder PO# if not available. (ex. CiscoWSCANJQ1CY11) Invalid Cisco Sales Order or Transaction ID (column B): Enter a VALID Cisco Sales Order Number if the order was placed directly with Cisco -OR- the Transaction ID if the order was placed with distribution. If the order is for Basic Install & Configuration (BI&C), enter “N/A” in column B. If your company’s internal systems does not retain the SO or ID, Please enter “N/R” in column B. In event of an audit, Partner may be required to provide this information. If the order has been placed with Cisco or Disti, but the SO or ID has not yet been generated, enter “TBD”. Only a valid SO, valid ID, “N/A”, “N/R”, or “TBD” will be accepted in this field. Invalid Purchasing Entity's PO Number (column G): Enter a VALID Purchasing Entity’s purchase order number placed with Partner or “Signed SOW”, “Signed Quote” or “P-Card” with additional details where available (Quote #, Confirmation # of P-Card, etc.) Incomplete Purchasing Entity Bill-To Address (column K): Purchasing Public Sector Entity's FULL Bill-To (Billing) address: Address Line 1 City, State and Zip Code © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 46 Common WSCA Reporting Errors - continued Invalid Product or Service SKU (column M): Enter the EXACT Product or Service SKU per the published WSCA Pricelist: http://www.cisco.com/web/strategy/government/wsca/states/price_list.html Invalid Product or Service Description (column N): Enter the EXACT Description associated to the Product or Service SKU per the published WSCA Pricelist: http://www.cisco.com/web/strategy/government/wsca/states/price_list.html Out of Scope Sales: WSCA excludes the sale of video conferencing and Partner branded services (i.e. cobranded services and Partner branded). The pricelist posted on the WSCA website contains only WSCA authorized SKUs and MUST be utilized when supplying product and service price quotes to WSCA Authorized Purchasers. No other source may be used. Out of scope sales places a Partner at risk for removal of the contract. Auto fill: Using auto fill when copying down rows may inadvertently result in ascending numerical values. This is commonly done on Bill to Address (zip code) & PO Number columns. Errors on Report (Row 9 & Column A): Ensure that Row 9 and Column A do not contain any error messages. If row 9 has an error message, details of the error of the applicable row can be found in column A. Only LIMITED error checking is performed in Column A. Additional limited error checking is conducted upon submission in the Web Portal. Excel File and Web Portal error checking does NOT include errors mentioned above. TBD in Date Fields: Values in the date field must be in date format (MM/DD/YYYY). Enter the last date of the applicable Reporting Period for any TBD Invoices or POs. Partner PO Date (To Cisco or Disti) (column D) Partner to Purchasing Entity's Invoice Date for Transaction (column F) Purchasing Entity's PO Date (column H) © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 47 WSCA FAQ’s Q: What types of sales transactions should be reported? A: 1) All orders placed by Authorized Purchasers using the WSCA vehicle in their State AND All sales for which a purchase order has been received and accepted during the reporting interval. 2) Any order placed as a result of Partner being awarded the deal based on a mini bid (i.e. solicitation for quotes) or mini RFP. 3) Any order(s) placed as result of Partner being awarded the opportunity based on a full blown RFP that leverages the terms and conditions of the WSCA contract and piggyback’s off of it. It is the Partners responsibility to verify with the Authorized Purchaser if the order does NOT clearly state that the order is being placed through WSCA. Under reporting is grounds for removal from the WSCA Contract. Q: What if I can’t find the SKU on the posted WSCA Price List? A: 1) The SKU may be out of scope of the WSCA contract. WSCA excludes the sale of video conferencing and Partner branded services (i.e. cobranded services and Partner branded). 2) If you are certain the SKU is in scope, please email the SKUs you are not able to locate to wsca-help@external.cisco.com. Q: What if the Invoice to customer has not been generated yet? A: Please enter “TBD” if invoice has not been generated and sent to the Purchasing Entity yet. Enter the last date of the applicable Reporting Period for any TBD Invoices in column F. Q: What is the Transaction ID? A: A transaction ID is the order confirmation number if the order went through distribution. Cisco will accept any type of identification number that will enable the tracking of the order through the distributor. This may include a Disti invoice number, sales order number, order confirmation number, order identification number, etc. Q: What if I don’t have a Transaction ID from distribution? A: If your company does not retain the ID# in your internal systems AND you cannot obtain it from the Distributor, please enter “N/R” in column B. In event of an audit, Partner may be required to provide this information. Q: What do I put in the Partner PO# for invoicing cell in the header section (row 8)? A: Enter Partner’s Purchase Order Number that will be used to pay the Cisco Invoice for the WSCA Contract Admin Fees (and State Admin Fee if applicable). Enter placeholder PO# if not available. (ex. CiscoWSCANJQ1CY11) Q: What is a "Purchasing Entity”? A: The Purchasing Entity is the “Authorized Purchaser” (End Customer), as defined by the WSCA Master Agreement and/or WSCA Participating Addendum of each State, who placed the order with the Partner. Refer to those contracts for a detailed definition of Authorized Purchasers in any particular WSCA State. More FAQ’s are posted on the Immix Web Portal https://pos.immixgroup.com/IGCISCO/Pages/FAQ.aspx © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 48 WSCA FAQ’s continued Q: Can I copy and paste data? A: Yes, but please make sure to “Paste Values” otherwise errors and formatting issues will occur on the file. Use caution when using copy and paste as you are contractually obligated to submit accurate reports which may be subject to audit by Cisco, WSCA or the State. Q: What if I can’t update the cell contents after I enter data? A: You may be using an old template version. Download the current version template from the Immix Web Portal. If you have verified your template version and are still having issues. Please email wsca-help@external.cisco.com. Q: Why aren’t the macro buttons working? A: Please make sure macros are enabled. Excel by default disables macros. Please visit http://office.microsoft.com/en-us/help/enable-or-disable-macros-in-office-documents-HA010031071.aspx for detailed instructions on how to enable macros. Q: I filled in all the rows, but have more sales to enter. How do I add additional rows? A: Click the “Add Ten Blank Rows” button at the top of the file. Please make sure Macro’s are enabled. A: I cannot see all the data I entered in the cell. How can I expand the cell width? A: Use the auto format rows to reformat the entire sheet so all data is visible. Please make sure Macro’s are enabled. Q: Where can I access the current Cisco WSCA pricelist for any current Cisco WSCA Participating State except for the State of Washington? A: WSCA Pricelist (except WSCA WA) URL: http://www.cisco.com/web/strategy/government/wsca/states/price_list.html. Q: Where can I access the current Cisco WSCA pricelist for the State of Washington? A: WSCA Washington Pricelist URL: http://www.cisco.com/web/strategy/government/wsca/states/washington/price_list.html Q: I am no longer the reporting contact. How do I stop receiving the report reminder emails? A: 1) Log into the Web Portal and change the reporting contact under the Contract Partner Profiles Link. Contact your Cisco WSCA Contract Manager and send an updated Partner Info Form with the changes. More FAQ’s are posted on the Immix Web Portal https://pos.immixgroup.com/IGCISCO/Pages/FAQ.aspx © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 2) 49 Audits Cisco will be implementing further comprehensive AUDITS of previously submitted and future Partner Reports, which will include, but are not limited to, verifying the following: SKUs submitted in reports EXACTLY match SKUs published on the WSCA Price List. SKUs not published on the WSCA Price List are deemed out of scope. Out of scope sales places a Partner at risk for removal from the contract. List price submitted in reports EXACTLY match SKUs List Price published on the corresponding monthly WSCA Price List per the date of the Purchasing Entity’s PO. Discount offered to Purchasing Entity matches or exceeds the discount indicated in the executed WSCA Discount Letter. Discounts below those indicated in the Discount Letter places Partner at risk for removal from the contract. WSCA Quarterly Sales Volume Report sales data will be compared against Cisco Bookings Reports to verify if Partners are under reporting. Under reporting is grounds for removal from the WSCA Contract. © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 50 © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 51 Back-up Slides WSCA2012 © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential Reference WSCA Contract Help Mailer: wsca-help@external.cisco.com Request Access to WSCA website; help with reporting; questions related to WSCA contracts WSCA Reporting Mailer: wsca_reporting@cisco.com Send Proof of Payment Cisco.com WSCA Home Page: http://www.cisco.com/web/strategy/government/wsca/index.html WSCA Pricelist - except WSCA WA (restricted access): http://www.cisco.com/web/strategy/government/wsca/states/price_list.html. WSCA Washington Pricelist (restricted access) : http://www.cisco.com/web/strategy/government/wsca/states/washington/price_list.html WSCA website: www.aboutwsca.org Cisco Immix Public Sector Contract Sales Reporting Web Portal (restricted access): https://pos.immixgroup.com/IGCISCO WSCA Cisco Contract Manager: Gigi Feril Phone: (408) 424-0712 Fax: (408) 608-1729 email: aferil@cisco.com Cisco Escalations Manager: Mimi Nguyen Phone: (408) 527-2627 email: mimnguye@cisco.com © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 53 Cisco.com WSCA Website Cisco.com WSCA Website URL: http://www.cisco.com/web/strategy/government/wsca/index.html Partner must request AND be granted access by Cisco to the WSCA Website: Send an email with the following information to wsca-help@external.cisco.com: 1. First and last name 2. Email address 3. Job title 4. Company 5. Cisco.com userid 6. WSCA State Pages requesting access to For Product/Service SKU, Product/Service Description & Product/Service List Price (Columns M, N & P), Partners are REQUIRED to refer to the current pricelist posted on the Cisco.com WSCA website (refer to the applicable Participating WSCA State): WSCA Cisco Pricelist: http://www.cisco.com/web/strategy/government/wsca/states/price_list.html WSCA IronPort Pricelist: http://www.cisco.com/web/strategy/government/wsca/states/ironport_price_list.html The pricelist posted on the WSCA website is the sole source of state approved contract pricing information that MUST be utilized when supplying product and service price quotes to WSCA Authorized Purchasers. No other source may be used. © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 54 WSCA and State Administrative Fee Invoice & Payment Partner Invoiced for WSCA and State (if applicable) Fees: Once ALL Partner WSCA Quarterly Reports are submitted & reviewed, Partner invoices are generated for the WSCA and State Fee due to the WSCA Contract Administrator (Utah) and the State. Partner Invoice Terms: An invoice for the WSCA and State fee is emailed to the Partner with Terms: Payment Due Immediately Upon Receipt. Invoices will be sent from Cisco email address edeliveryinvoice@cisco.com. FAILURE to provide payment within 30 days of invoice date will place your company in DELINQUENT status and may result in SUSPENSION or TERMINATION from the contract. Delinquencies are tracked and included in annual Partner performance evaluations. Invoice # Reference on Payment: Pursuant to Partners’ USPSS, Partners are REQUIRED to reference Cisco’s Invoice # on the payment. This will ensure accurate posting and reconciliation to the invoice. Payable to: Make administrative fee payment payable to Cisco Systems, Inc. Proof of Payment: Pursuant to Partners’ USPSS, Partners are REQUIRED to electronically provide Cisco with Proof of Payment. Obtain a PDF copy of the physical check OR electronic payment details (ACH/wire transfer) Email Proof of Payment to the WSCA Reporting alias email address: wsca_reporting@cisco.com FAILURE to provide proof of payment will place your company in NON-COMPLIANT status and may result in SUSPENSION or TERMINATION from the contract. NonCompliance is tracked and included in annual Partner performance evaluations. © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 55 Contract Administrative Fee Payment Remittance Process Payment Delivery Options: Preferred method is ACH/bank wire transfer. Physical checks must be sent by certified mail, return receipt requested. *Refer to Cisco’s invoice to determine which Cisco remittance address your check payment should be sent to. Automated Clearing House (ACH) Network Bank Wire Transfer Bank: Bank of America Address: Domestic Money Transfer 38 1850 Gateway Blvd. Concord, CA 94520 ABA Number: 121-000-358 Account Number: 12338-57430 Beneficiary: Cisco Systems Inc. WIFT Address: BOFAUS6S Telex: MC167652 Bank: Bank of America Address: 100 West 33rd Street NY, NY 10001 Routing/Transit ABA Number: 026009593 Account Number: 1233857430 CHIPS Address (if applicable): 0959 SWIFT Address (if applicable): BOFAUS3N Physical Check Payment* A) Cisco Systems, Inc. PO BOX 91232 Chicago, IL 60693-1232 B) Cisco Systems, Inc. PO Box 61000, Dept 165901 San Francisco, CA 941610001 C) Cisco Systems, Inc., PO Box 406316 Atlanta, GA 30384-6316 Physical Address to overnight checks to: Cisco Systems, Inc. File #165901 1455 Market Street, 21st Floor San Francisco, CA 94103 Reference Cisco’s Invoice # on payment & Submit Proof of Payment to wsca_reporting@cisco.com © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential 56 WSCA State Contract Back-up Slides WSCA2012 © 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential WSCA Master Agreement #AR-233 Contract Name: WSCA Cisco Networking Communications & Maintenance Master Agreement AR-233 Term: 10/1/2007 to 5/31/2014 (no renewals remaining) Scope/Offerings: Entire Cisco Global Price List US Availability (both Cisco Products and Services), includes Ironport and WebEx and basic install and config services by Partners (labor rates). Does NOT include video conferencing & Partner “Branded” services Discounts (Base/Minimum): 35% off Products 10% off 1-yr. SMARTnet Services 17% off 3-yr. (pre-paid commit) SMARTnet Services 10% off Professional Services/AS/Training NOTE: Partners may offer additional, incremental discounts under each Participating State Sales Volume Reports: Quarterly Admin Fee to WSCA Utah: 0.5% of net sales Procurement: Authorized Partners (accept/process orders & invoice customers directly) Ordering Procedure: The Master Agreement Number AR-233 and the Participating Addendum Number, if any, must be shown on all ordering documents issued against this agreement. Cisco.com Website URL: http://www.cisco.com/web/strategy/government/wsca/index.html WSCA Utah Website URL: http://www.aboutwsca.org/content.cfm/id/wsca_cisco Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 58 WSCA Alaska PA #AR-233 Term: 10/21/2009 to 5/31/2014 (coterminous with Master Agreement) Scope/Offerings: Entire Cisco Global Price List US Availability (both Cisco Products and Services), including Ironport and WebEx, EXCEPT for video conferencing. Does NOT include Partner services (i.e. cobranded services, Partner branded, basic installation and configuration) Participating Addendum: http://www.cisco.com/web/strategy/government/wsca/states/alaska/docs/Alaska_WSCA_Participating_Addendum.pdf Authorized Purchasers: Entities entitled to make purchases under this Agreement include the University of Alaska, cities, towns, boroughs, municipalities or any subdivisions of municipalities within the state; provided, however, this agreement is not available to State of Alaska Branch agencies. Per State URL below, executive branch agencies must use the Cisco contract provided through Enterprise Technology Services. State Admin Fee: Not Applicable Cisco.com State URL: http://www.cisco.com/web/strategy/government/wsca/states/alaska/index.html State URL: http://doa.alaska.gov/dgs/cam/pdf/Data%20Communications%20CAM.pdf Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 59 WSCA California PA #7-08-70-13 Term: 10/21/2009 to 5/31/2014 (2-year extension currently pending) Scope/Offerings: Entire Cisco Global Price List US Availability (both Cisco Products and Services), including Ironport and WebEx, EXCEPT for video conferencing. Does NOT include Partner services (i.e. cobranded services, Partner branded, basic installation and configuration) Participating Addendum: http://www.cisco.com/web/strategy/government/wsca/states/california/docs/Fully_Executed_CA_PA.pdf State of California User Instructions: The following “rules” does NOTapply to Local Governments. A local government is any city, county, city and county, district or other local governmental body or corporation, including UC, CSU, K-12 schools and community colleges, that is empowered to expend public funds. Advanced Services cannot exceed 10% of the total order amount. Non-exempt state agencies are PROHIBITED from procuring Voice Over Internet Protocol (VoIP) equipment and/or services from this Cisco Equipment and Services WSCA contract, unless an exception is requested and approved by the Department of Technology Services (DTS). State and local government agency use of WSCA contracts is optional. Orders of $100,000 or less require only one quote. Orders over $100,000 require a minimum of three quotes. THE WSCA/STATE OF CALIFORNIA CONTRACT NUMBER MUST BE SHOWN ON THE PURCHASE ORDER. Authorized Purchasers: As defined in WSCA CA PA 1. Authority and Scope section …entities under the California Public Contract Code Sections 10298(b), 40299(b) and 12109 and the Government Code Section 14624. This is inclusive of all State and local government agencies, which is any city, county, district or other governmental body empowered to spend public funds per California Public Code Section 12110. Includes public K-12 and high ed institutions State Admin Fee: 1.00% of net sales (Total with WSCA UT fees is 1.50%) Cisco.com State URL: http://www.cisco.com/web/strategy/government/wsca/states/california/index.html RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential Web State URL: http://www.bidsync.com/DPX?ac=agencycontview&contid=4101 60 WSCA Delaware PA #GSS09579-DATACOMMV01 Term: 10/21/2009 to 5/31/2014 (2-year extension currently pending) Scope/Offerings: Entire Cisco Global Price List US Availability (both Cisco Products and Services), including Ironport and WebEx, EXCEPT for video conferencing. Does NOT include Partner “Branded” services. Basic installation and configuration is allowed. PA Pass Throughs: As set forth in the Participating State Addendum – refer for full details Mandatory Insurance Requirements (29 Del. C. §6929) – Certificate of Insurance State Business License – Active State of Delaware Business License and in good standing W-9 Form – Complete W-9 Form at the Division of Accounting's Website Phone - Local telephone number within the (302) area code, a toll free (800) number, or agree to accept collect calls Ordering Procedure – Accept full payment by procurement (credit) card and/or conventional check and/or other electronic means without imposing additional fees, costs or conditions. Purchase Order - Reseller shall not begin any work prior to receiving a State of Delaware PO signed by authorized representatives of the agency requesting service, properly processed through the State of Delaware Accounting Office. Billing - "Bill as Shipped" to the respective ordering agency(s) Authorized Purchasers: REF: Title 29, Chapter 6911(d) Delaware Code. Every state department and agency within the Executive Branch and Judicial Branch of the state government shall procure all material, equipment and nonprofessional services through the statewide contracts administered by Government Support Services, Office of Management and Budget. Delaware State University, Delaware Technical and Community College, the operations funded by Public School Districts, Delaware Transit Corporation, Department of Elections, the Legislative Branch and the Board of ' Pension Trustees and their consultants are specifically exempted from the requirements of this subsection. State Admin Fee: Not Applicable Cisco.com State URL: http://www.cisco.com/web/strategy/government/wsca/states/delaware/index.html State URL: http://contracts.delaware.gov/addendum_history.asp?i=12 Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 61 WSCA District of Columbia PA #DCTO-2010-C-0002 Term: 10/21/2009 to 5/31/2012 (1 year extension is currently pending) Scope/Offerings: Entire Cisco Global Price List US Availability (both Cisco Products and Services), including Ironport and WebEx, EXCEPT for video conferencing. Does NOT include Partner “Branded” services. Basic installation and configuration is allowed. PA Pass Throughs: As set forth in the Participating State Addendum – refer for full details Minimum insurance coverage and limits required – Certificate of Insurance Payments to lower-tier Resellers or Suppliers Publicity & Marketing – All publicity and/or public announcements pertaining to this Participating Addendum shall be approved in writing by the District of Columbia Office of Contracting and Procurement and the Contractor prior to release. Authorized Purchasers: Any Contracting Officer or government representative with purchasing authority for the District who is authorized to place purchase orders under this contract State Admin Fee: Not Applicable Cisco.com State URL: http://www.cisco.com/web/strategy/government/wsca/states/dc/index.html State URL: Not Applicable Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 62 WSCA Hawaii PA #AR-233 Term: 10/21/2009 to 5/31/2014 (coterminous with WSCA Master Agreement) Scope/Offerings: Entire Cisco Global Price List US Availability (both Cisco Products and Services), including Ironport and WebEx, EXCEPT for video conferencing. Does NOT include Partner services (i.e. cobranded services, Partner branded, basic installation and configuration) PA Pass Throughs: As set forth in the Participating State Addendum – refer for full details Prohibition of Campaign Contributions - Pursuant to Section 2(E) of the Participating State Addendum, Reseller shall comply with Section 11-205.5, HRS, which state that campaign contributions are prohibited from a State and government contractor during the term of the contract if contractor is paid with funds appropriated by the Legislature. Invoicing and No General Excise Tax - Pursuant to Section G of the Participating State Addendum, Reseller shall forward invoices, original and three (3) copies, directly to the ordering agency. General excise tax shall not be applied to the delivery charge. Purchasing Card - The State's purchasing card (pCard) shall be used for all orders totaling less than $2500. This requirement is for all Executive branch agencies, except for Univ of Hawaii, Dept. of Education, Hawaii Health Systems Corporation and the Office of Hawaiian Affairs. Must be registered and in compliance with State’s Hawaii Compliance Express (HCE) website located at: https://vendors.ehawaii.gov/hce/splash/welcome.html Authorized Purchasers: for State Agencies and Political Subdivisions listed herein: Executive Branch; Department of Education; Office of Hawaiian Affairs; Legislative Branch: House of Representatives and Senate; Judiciary; City & County of Honolulu: All jurisdictions; County of Hawaii: All jurisdictions; County of Kauai: All jurisdictions; University of Hawaii ; Hawaii Health Systems Corporation; Participating entities shall include Non-Profit organizations (pursuant to section 103D-804, HRS) are eligible to use this contract. State Admin Fee: Not Applicable Cisco.com State URL: http://www.cisco.com/web/strategy/government/wsca/states/hawaii/index.html State URL: http://hawaii.gov/spo2011/spo/pvl/price-vendor-lists/08-02/getfile?filename=08-02-cr14_2-2-12.pdf Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 63 WSCA Idaho PA #PADD1070 Term: 10/21/2009 to 5/31/2014 (coterminous with WSCA Master Agreement) Scope/Offerings: Entire Cisco Global Price List US Availability (both Cisco Products and Services), including Ironport and WebEx, EXCEPT for video conferencing. Does NOT include Partner “Branded” services. Basic installation and configuration is allowed. PA Pass Throughs: As set forth in the Participating State Addendum – refer for full details Lease Agreements - Lease financing is not an allowable payment option for procuring agencies within the State of Idaho Scope of Equipment and Related Services - For Executive State Agencies, as defined in Idaho Code 67-5719(14), this Agreement does not include Unified Communications/ Telephony products or services. Public agencies may purchase Unified Communications/ Telephony products or services under this Agreement. Authorized Purchasers: for use by the State of Idaho and Public agencies as defined in Idaho Code 67-2327. Authorized Purchasers shall also include public higher education entities (e.g., colleges and universities) of the State of Idaho. Notwithstanding the foregoing, any city and/or political subdivision of another state as set forth in Idaho Code 67-2327 are expressly excluded as Authorized Purchasers State Admin Fee: 1.25% of net sales (Total with WSCA UT fees is 1.75%) Cisco.com State URL: http://www.cisco.com/web/strategy/government/wsca/states/idaho/index.html State URL: http://purchasing.idaho.gov/statewide_contracts.html Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 64 WSCA Iowa PA #AR-233 Term: 10/21/2009 to 5/31/2014 (coterminous with WSCA Master Agreement) Scope/Offerings: Entire Cisco Global Price List US Availability (both Cisco Products and Services), including Ironport and WebEx, EXCEPT for video conferencing. Does NOT include Partner services (i.e. cobranded services, Partner branded, basic installation and configuration) Participating Addendum: http://www.cisco.com/web/strategy/government/wsca/states/iowa/docs/Iowa_Participating_Addendum.pdf Authorized Purchasers: Within the State of Iowa, all state agencies, state facilities, cities, counties or education entities or any entity funded in part with state tax dollars, are eligible purchasers and authorized to purchase Products and Services under the terms of this Participating Addendum in lieu of a separate competitive selection process. State Admin Fee: 1.00% of net sales (Total with WSCA UT fees is 1.50%) Cisco.com State URL: http://www.cisco.com/web/strategy/government/wsca/states/iowa/index.html State URL: http://das.gse.iowa.gov/procurement/ Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 65 WSCA Kentucky PA #MA 758 1100000707 Term: 10/21/2009 to 5/31/2014 (2 year extension is currently pending) Scope/Offerings: Entire Cisco Global Price List US Availability (both Cisco Products and Services), including Ironport and WebEx, EXCEPT for video conferencing. Does NOT include Partner “Branded” services. Basic installation and configuration is allowed. Participating Addendum: http://www.cisco.com/web/strategy/government/wsca/states/kentucky/docs/Kentucky_WSCA_Participating_Addendum.pdf Authorized Purchasers: Local public agencies of the Commonwealth as defined in KRS 45A.345(11) shall be eligible to participate. Executive Branch Agencies of the Commonwealth of Kentucky shall not participate without express written approval from the Commonwealth of Kentucky, Finance and Administration Cabinet, Office of Procurement Services. State Admin Fee: Not Applicable Cisco.com State URL: http://www.cisco.com/web/strategy/government/wsca/states/kentucky/index.html State URL: http://opendoor.ky.gov/search/Pages/contractsearch.aspx (On the left side of the screen click Vendor Name and type in Cisco) Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 66 WSCA Montana PA #AR-233 Term: 10/21/2009 to 5/31/2014 (coterminous with WSCA Master Agreement) Scope/Offerings: Entire Cisco Global Price List US Availability (both Cisco Products and Services), including Ironport and WebEx, EXCEPT for video conferencing. Does NOT include Partner “Branded” services. Basic installation and configuration is allowed. PA Pass Throughs: As set forth in the Participating State Addendum – refer for full details Access and Retention of Records – Provide the State of Montana's General Services Division, Legislative Auditor or their authorized agents, access to those sales orders, invoices and other documents related to sales made by Reseller Registration with the Secretary of State – To transact business in State of Montana, Reseller must register with the Secretary of State Authorized Purchasers: All State of Montana governmental entities and all Montana registered Cooperative Purchasing Organizations, which are (i) within the State of Montana and (ii) registered with the State of Montana Procurement Services Bureau, are authorized to purchase products and/or services under the terms and conditions of this Participating Addendum (each, an "Authorized Montana Procurement Unit"). State Admin Fee: Not Applicable Cisco.com State URL: http://www.cisco.com/web/strategy/government/wsca/states/montana/index.html State URL: http://svc.mt.gov/gsd/apps/TermContractList.aspx (To be updated by State) Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 67 WSCA Nevada PA #AR-233 Term: 10/21/2009 to 5/31/2012 (2-year extension is currently pending) Scope/Offerings: Entire Cisco Global Price List US Availability (both Cisco Products and Services), including Ironport and WebEx, EXCEPT for video conferencing. Does NOT include Partner services (i.e. cobranded services, Partner branded, basic installation and configuration) PA Pass Throughs: As set forth in the Participating State Addendum – refer for full details Ordering Procedure – Orders over $1,000.00 for Nevada State Agencies will be placed by formal purchase order issued by the Nevada State Purchasing Division. Orders under $1,000.00 may be purchased direct by the using agency. Lease Agreements – Lease agreement terms and conditions have not been approved for use by Purchasing Entities Services – Any onsite services, i.e. installation, training, etc., must be procured via and Independent Contract for Services. Authorized Purchasers: All Governmental entities within the State of Nevada including all State Agencies, the University and Community College system, the Court System, Legislative Counsel Bureau, Cities, Counties, Public Schools, Institutions of higher education and political subdivisions are authorized to purchase Data Communications Equipment Products and Services under Master Price Agreement No. AR-233. State Admin Fee: Not Applicable Cisco.com State URL: http://www.cisco.com/web/strategy/government/wsca/states/nevada/index.html State URL: http://purchasing.state.nv.us/pur_info/datacom.htm Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 68 WSCA New Jersey PA #73979 Term: 10/21/2009 to 5/31/2014 (2-year extension is currently pending) Scope/Offerings: Entire Cisco Global Price List US Availability (both Cisco Products and Services), including Ironport and WebEx, EXCEPT for video conferencing. Does NOT include Partner “Branded” services. Basic installation and configuration is allowed. PA Pass Throughs: As set forth in the Participating State Addendum – refer for full details Publicity & Marketing – All publicity and/or public announcements pertaining to this Participating Addendum shall be approved in writing by the State and Cisco prior to release. Certificates - i. New Jersey Business Registration as required in accordance with N.J.S.A. 52:32-44 (copy attached; original on file); ii. New Jersey Ownership Disclosure form as required in accordance with N.J.S.A.52:25-24.2; iii. New Jersey MacBride Principles as required in accordance with N.J.S.A. 52:34-12.2; iv. New Jersey Vendor Certification and Disclosure of Political Contributions as required in accordance with N.J.S.A. 19:44A-20:13 et seq. (formerly EO 134), and Executive Order 117.; v. Services Source Disclosure Certification, required by N.J.S.A.52:34-13.2; vi. New Jersey Affirmative Action Certificate as required by N.J.S.A. 10:5-31 to -34; And vii. Vendor Certification required by P.L. 2005, c.271. Authorized Purchasers 1. Quasi-State Agencies - It is understood and agreed that in addition to Participating State agencies, Quasi-State Agencies may also participate in this contract. A “Quasi-State Agency” is as any agency, commission, board, authority or other such governmental entity which is established and is allocated to a State department or any bi-state governmental entity of which the State of New Jersey is a member, provided that any sale to any such bistate governmental entity is for use solely within the geography of the State of New Jersey. 2. 2. Political Subdivisions, Volunteer Fire Departments And First Aid Squads, And Independent Institutions Of Higher Education - N.J.S.A. 52:25-16.1 permits counties, municipalities and school districts to participate in this term contract(s). N.J.S.A. 52:25-16.2 permits volunteer fire departments, volunteer first aid squads and rescue squads to participate in this term contract(s). N.J.S.A. 52:25-16.5 permits independent institutions of higher education to participate in this term contract(s), provided that each purchase by the independent institution of higher education shall have a minimum cost of $500. The extension to counties, municipalities, school districts, volunteer fire departments, first aid squads and independent institutions of higher education must be under the same terms and conditions, including price, applicable to the State. 3. County Colleges - N.J.S.A. 18A:64A- 25.9 permits any State county college to participate in this term contract. 4. State Colleges - N.J.S.A. 18A:64-60 permits any State College to participate in this term contract. State Admin Fee: Not Applicable Cisco.com State URL: http://www.cisco.com/web/strategy/government/wsca/states/newjersey/index.html State URL: http://www.state.nj.us/treasury/purchase/pricelists/m7000pricelists.shtml Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 69 WSCA Oregon PA #8605 Term: 10/21/2009 to 5/31/2014 (coterminous with WSCA Master Agreement) Scope/Offerings: Entire Cisco Global Price List US Availability (both Cisco Products and Services), including Ironport and WebEx, EXCEPT for video conferencing. Does NOT include Partner “Branded” services. Basic installation and configuration is allowed (IN PROCESS). Participating Addendum – http://www.cisco.com/web/strategy/government/wsca/states/oregon/docs/Participating_Addendum_Amendment_2.pdf Authorized Purchasers: A. State Agencies (who are subject to the procurement authority of DAS) B. State Agencies (entities not subject to the procurement authority of DAS, but who have been given permission to use this Participating Addendum), meaning any state officer, board commission, department, institution, branch or agency of the state government, whose costs are paid wholly or in part from funds held in the State Treasury, and the Legislative Assembly, the courts and their officers and committees, the Secretary of State and the State Treasurer In the performance of the duties of their constitutional offices. C. ORCPP Members: Qualified agencies and organizations that are members of the Oregon Cooperative Purchasing Program ("ORCPP") may procure products and services under this Participating Addendum. ORCPP eligible entities include: Units of Local Government such as cities, counties, school districts, and special districts; Oregon University Systems and its individual members; Qualified Rehabilitation Facilities; Residential programs under contract with the Oregon Department of Human Services; United States governmental agencies; American Indian tribes and agencies of American Indian tribes; Certain qualified public benefit corporations; DAS SPO maintains a list of current ORCPP members at http://egov.oregon.gov/DAS/PFSS/SPO/coopmenu.shtml State Admin Fee: 0.5% of net sales (VCAF) – See Amendment #1 to WSCA OR PA for details about the VCAF (different from typical state admin fees) Cisco.com State URL: http://www.cisco.com/web/strategy/government/wsca/states/oregon/index.html State URL: http://www.oregon.gov/DOC/GENSVC/CONTRC/index.shtml Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 70 WSCA South Dakota PA #15287 Term: 10/21/2009 to 5/31/2014 (2-year extension is currently pending) Scope/Offerings: Entire Cisco Global Price List US Availability (both Cisco Products and Services), including Ironport and WebEx, EXCEPT for video conferencing. Does NOT include Partner services (i.e. cobranded services, Partner branded, basic installation and configuration) PA Pass Throughs: As set forth in the Participating State Addendum – refer for full details State of South Dakota Law Compliance – Prime Contractor’s sales activities under the Participating State Addendum are subject to South Dakota laws, policies and procedures as set forth at http://legis.state.sd.us/statutes/. As between Cisco and Reseller, Cisco retains liability under applicable South Dakota laws, policies and procedures solely with respect to Cisco’s officer, employees and agents. Reseller assumes sole responsibility for Reseller’s compliance and reporting under applicable South Dakota laws, policies and procedures with respect to Reseller’s officers, employees, agents and subcontractors. Authorized Purchasers: All South Dakota state government agencies and all political subdivisions of the State, including counties, municipalities, public school corporations and all officers, boards or commissions of the State of South Dakota. Agencies of the State of South Dakota, public institutions, and public universities may make purchases of commodities on this contract in accordance with the Local Purchase Policy as adopted by the South Dakota Bureau of Administration. All political subdivisions of the State, including counties, municipalities and public school corporations may purchase from this price agreement according to their own procurement guidelines. State Admin Fee: Not Applicable Cisco.com State URL: http://www.cisco.com/web/strategy/government/wsca/states/south_dakota/index.html State URL: http://www.state.sd.us/boa/opm/state_contracts.htm#Data_Communications_-_WSCA Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 71 WSCA Utah MA #AR-233 Term: 10/21/2009 to 5/31/2014 Scope/Offerings: Entire Cisco Global Price List US Availability (both Cisco Products and Services), including Ironport and WebEx, EXCEPT for video conferencing. Does NOT include Partner “Branded” services. Basic installation and configuration is allowed. Authorized Purchasers: (a) the State of Utah when acting as a Participating State in it's sovereign capacity (and not as the WSCA Contract Manager)… State Admin Fee: 1.00% of net sales (Total with WSCA Master fee is 1.50%) Cisco.com State URL: http://www.cisco.com/web/strategy/government/wsca/states/utah/index.html State URL: http://generalservices.utah.gov/statewidecontracts/contracts.aspx Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 72 WSCA Washington PA #T10-MST-325 Term: 10/21/2009 to 5/31/2014 (2-year extension is currently pending) Scope/Offerings: VoIP data communications equipment and associated maintenance and training. Services provided hereunder shall be limited to Services and Purchased Services (as defined in Attachment 1 of the PA). All other types of equipment and services are expressly excluded from the scope of this PA. As such, under Attachment A, Addendum A, Subsection A, the only Manufacturer Product line available is Unified Communication. All other Product lines are available under an existing Master Contract Number T06-MST001 between Cisco and DIS. State Agencies (as defined in Attachment 1) other than DIS may NOT purchase products under this PA. PA Pass Throughs: As set forth in the Participating State Addendum – refer for full details Authorized Sales Geography - Reseller is authorized to resell the approved Cisco Products and Services to the Purchasers only located in geographic region as detailed in Reseller’s USPSS. Insurance Requirements – Certificate of Insurance Publicity & Marketing – Refer to the requirements in Section 13 of the Participating State Addendum with respect to advertising, sales and other publicity materials relating to the Participating State Addendum. Authorized Purchasers: The Department of Information Services and all other public local government and education (K-20) entities within the State of Washington or any other political subdivision (including public schools, colleges or universities), or qualified non-profit organization in the State of Washington, who have a properly executed Interlocal Cooperative Agreement (Customer Service Agreement) with DIS. State Agencies other than DIS may NOT purchase under this PA. State Admin Fee: 0.5% of net sales (Total with WSCA UT fee is 1.50%) Cisco.com State URL: http://www.cisco.com/web/strategy/government/wsca/states/washington/index.html State URL: http://www.ga.wa.gov/purchase/WSCAContracts.htm Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 73 WSCA Wisconsin PA #11-20664-001 Term: 10/21/2009 to 5/31/2014 (coterminous with WSCA Master Agreement) Scope/Offerings: Entire Cisco Global Price List US Availability (both Cisco Products and Services), including Ironport and WebEx, EXCEPT for video conferencing. Does NOT include Partner “Branded” services. Basic installation and configuration is allowed. PA Pass Throughs: As set forth in the Participating State Addendum – refer for full details Vendor Tax Delinquency – Resellers who have a delinquent Wisconsin tax liability may have their payments offset by the State of Wisconsin. Authorized Purchasers: May be used by any State Agency, including the University System, Court System, Legislature, or municipality. Wisconsin statutes (s. 16.73, Wis. Stats.) establish authority to allow Wisconsin municipalities to purchase from state contracts. A "municipality" is defined as any county, city, village, town, school district, board of school directors, sewer district, drainage district, vocational, technical and adult education district, or any other public body having the authority to award public contracts (s. 16.70(8), Wis. Stats.). Federally recognized Indian tribes and bands in this State may participate in cooperative purchasing with the state or any municipality under ss. 66.0301(1) and (2), Wis.Stats. State Admin Fee: Not Applicable Cisco.com State URL: http://www.cisco.com/web/strategy/government/wsca/states/wisconsin/index.html State URL: http://vendornet.state.wi.us/vendornet/asp/ContractDetail.asp?SystemContractNumber=2584 Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 74 WSCA Wyoming PA #AR-233 Term: 10/21/2009 to 5/31/2014 (coterminous with WSCA Master Agreement) Scope/Offerings: Entire Cisco Global Price List US Availability (both Cisco Products and Services), including Ironport and WebEx, EXCEPT for video conferencing. Does NOT include Partner services (i.e. cobranded services, Partner branded, basic installation and configuration) Participating Addendum: http://www.cisco.com/web/strategy/government/wsca/states/wyoming/docs/Wyoming_WSCA_PA.pdf Authorized Purchasers: State of Wyoming, various state agencies, departments, educational institutions, municipalities, schools, and any other political subdivisions thereof ("Purchaser") may purchase Cisco Products available in the then current WSCA product offering, which reflects a discount off of retail prices. State Admin Fee: Not Applicable Cisco.com State URL: http://www.cisco.com/web/strategy/government/wsca/states/wyoming/index.html State URL: http://ai.state.wy.us/generalservices/procurement/Forms.aspx (List of Statewide Contracts Link) Web RACI © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 75