HomeMy WebLinkAbout2015.05.05 City Council AgendaCity Council
City of University Park
Meeting Agenda
City Hall
3800 University Blvd.
University Park, TX 75205
Council Chamber5:00 PMTuesday, May 5, 2015
PRE-MEETING WORK SESSION(S)
4:00 - 5:00 P.M. The City Council will meet in open work session to receive agenda item briefings
from staff. No action will be taken. Council Conference Room, 2nd floor, City Hall.
TO SPEAK ON AN AGENDA ITEM
Anyone wishing to address the Council on any item must fill out a green “Request to Speak” form and
return it to the City Secretary. When called forward by the Mayor, before beginning their remarks,
speakers are asked to go to the podium and state their name and address for the record.
I.CALL TO ORDER
A.INVOCATION: Director of Human Resources Luanne Hanford
B.PLEDGE OF ALLEGIANCE: Director of Human Resources Luanne Hanford /
Boy Scouts
C.INTRODUCTION OF COUNCIL: Mayor Olin Lane, Jr.
D.INTRODUCTION OF STAFF: City Manager Robbie Corder
II.AWARDS AND RECOGNITION
Youth Advisory Commission year-end report
III.CONSENT AGENDA
15-338 Consider approval of an ordinance designating NO PARKING along the
east curb of Durham, north from Daniel to the alley.
Staff Report
Draft Ordinance
Photo
Attachments:
Page 1 City of University Park Printed on 5/1/2015
May 5, 2015City Council Meeting Agenda
15-340 Consider approval of an agreement to support the City's participation in
the NCTCOG annual Public Works Program.
Staff Report
NCTCOG FY16 Funding Commitment Letter
NCTCOG FY16 Funding Commitment Response Form
Attachments:
15-345 Consider approval of the minutes of the April 21, 2015 City Council
meeting with or without corrections.
Staff Report
Draft City Council Meeting Minutes - April 21, 2015
Attachments:
IV.MAIN AGENDA
15-343 Consider approval of an ordinance abandoning two alley rights-of way.
Staff Report
Draft Ordinance
Lovers Easement letter
Lovers Alley Abd. Section I
Lovers Alley Section II
2015.05.05 264utility- access easement Park Lane71393.docx
2015.05.05 264utility-access easement re Park Lane71386.docx
Attachments:
15-339 Consider award of bids received for replacement of six traffic signals.
Staff Report
Final Bid Tab Summary 04 24 2015 Project 49500
Attachments:
15-336 Consider purchase of Voice over Internet Protocol (VOIP) Telephone
System
Staff ReportAttachments:
15-337 Consider approval of Microsoft Enterprise Agreement.
Staff Report
SHI Quote-9535444
Enrollment Form
Product Selection Form
Signature Form
Attachments:
V.PUBLIC COMMENTS
Page 2 City of University Park Printed on 5/1/2015
May 5, 2015City Council Meeting Agenda
Anyone wishing to address an item not on the Agenda should do so at this time. Please be advised
that under the Texas Open Meetings Act, the Council cannot discuss or act at this meeting on a
matter that is not listed on the Agenda. However, in response to an inquiry, a Council member may
respond with a statement of specific factual information or a recitation of existing policy. Other
questions or private comments for the City Council or Staff should be directed to that individual
immediately following the meeting.
VI.ADJOURNMENT
As authorized by Section 551.071(2) of the Texas Government Code, this meeting may be convened
into Closed Executive Session for the purpose of seeking confidential legal advice from the City
Attorney on any Agenda items listed herein.
CERTIFICATE:
I, Christine Green, City Secretary, do hereby certify that a copy of this Agenda was posted on the City
Hall bulletin board, a place convenient and readily accessible to the general public at all times, and on
the City's website, www.uptexas.org, in compliance with Chapter 551, Texas Government Code.
DATE OF POSTING:____________________________
TIME OF POSTING:_____________________________
________________________________
Christine Green, City Secretary
Page 3 City of University Park Printed on 5/1/2015
3800 UNIVERSITY BOULEVARD UNIVERSITY PARK, TEXAS 75205 TELEPHONE (214) 363-1644
C:\Users\GRANIC~1\AppData\Local\Temp\BCL Technologies\easyPDF 7\@BCL@7C05698B\@BCL@7C05698B.docx 4:46 PM 04/29/15
AGENDA MEMO
5/5/2015Agenda
TO:Honorable Mayor and City Council
FROM:Gene R. Smallwood, P.E.; Director of Public Works
SUBJECT:NO PARKING ON DURHAM
BACKGROUND:
Following a requestfrom SMU for NO PARKING along the east curb of Durham, north
from Daniel to the alley, staff reviewed the site conditions. Parked vehicles along the
street create a sight obstruction for drivers exiting the alley or the parking lot in front of
the sororities. This is a safety issue that must be corrected. To that end, the City
Attorney developed an ordinance designating the east curb of Durham, north from
Daniel to the alley as NO PARKING ANYTIME.
RECOMMENDATION:
Staff recommends City Council approval of Ordinance No ___ designating the east curb
of Durham, north from Daniel to the alley, as NO PARKING ANYTIME.
ORDINANCE NO. ___________
AN ORDINANCE OF THE CITY OF UNIVERSITY PARK, TEXAS,
PROHIBITING PARKING ON THE EASTSIDE OF DURHAM STREET FROM DANIEL
AVENUE TO THE ALLEY NORTH OFDANIEL AVENUE; PROVIDING FOR THE
ERECTION OF SIGNSINDICATING NO PARKING; PROVIDING FOR THE REPEAL
OF ALL ORDINANCES IN CONFLICT; PROVIDING A SEVERABILITY CLAUSE;
PROVIDING FOR A PENALTY OF FINE NOT TO EXCEED THE SUM OF TWO
HUNDRED DOLLARS ($200.00) FOR EACH OFFENSE; AND PROVIDING AN
EFFECTIVE DATE.
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1.It shall be unlawful and an offense for any person to leave, stand or park any
motor vehicle at any time on theeastsideof Durham Street, from the point of its intersection with
Daniel Avenue north to the point of its intersection with the alley immediately north of Daniel
Avenue.
SECTION 2.All ordinances of the City of University Park in conflict with the provisions
ofthis ordinance are hereby repealed.
SECTION 3.That should any sentence, paragraph, subdivision, clause, phrase or section
of this ordinance be adjudged or held to be unconstitutional, illegal, or invalid, the same shall not
affect the validity of this ordinance as a whole, or any part or provision thereof, other than the part
decided to be invalid, illegal or unconstitutional.
SECTION 4.That any person violating any of the provisions of this ordinance shall be
deemed guilty of a misdemeanor and, upon conviction in the municipal court of the City of
University Park, Texas, shall be subject to a fine not to exceed the sum of two hundred dollars
($200.00) for each offense.
SECTION 5.That this ordinance shall take effect immediately from and after its passage
and the publication of the caption,as the law and Charter in such cases provide. The parking
restrictions set out herein shall not be effective until appropriate signs giving notice thereof shall
have been erected as provided by the Code of Ordinancesindicating “NO PARKING”.
DULY PASSED by the City Council of the City of University Park, Texas, on the____day
of ________2015.
APPROVED:
____________________________________
OLIN B. LANE, MAYOR
ATTEST:
____________________________________
CHRISTINE GREEN, CITY SECRETARY
APPROVED AS TO FORM:
_______________________________
CITY ATTORNEY
(RLD/04-29-15/TM71378)
ORDINANCE NO. ___________
AN ORDINANCE OF THE CITY OF UNIVERSITY PARK, TEXAS,
PROHIBITING PARKING ON THE EAST SIDE OF DURHAM STREET FROM DANIEL
AVENUE TO THE ALLEY NORTH OF DANIEL AVENUE; PROVIDING FOR THE
ERECTION OF SIGNS INDICATING NO PARKING; PROVIDING FOR THE REPEAL
OF ALL ORDINANCES IN CONFLICT; PROVIDING A SEVERABILITY CLAUSE;
PROVIDING FOR A PENALTY OF FINE NOT TO EXCEED THE SUM OF TWO
HUNDRED DOLLARS ($200.00) FOR EACH OFFENSE; AND PROVIDING AN
EFFECTIVE DATE.
DULY PASSED by the City Council of the City ofUniversity Park, Texas, on the ____day
of ______2015.
APPROVED:
____________________________________
MAYOR
ATTEST:
____________________________________
CITY SECRETARY
3800 UNIVERSITY BOULEVARD UNIVERSITY PARK, TEXAS75205 TELEPHONE (214) 363-1644
C:\Users\GRANIC~1\AppData\Local\Temp\BCL Technologies\easyPDF 7\@BCL@7C05F5A0\@BCL@7C05F5A0.docx 4:46 PM 04/29/15
AGENDA MEMO
5/5/2015Agenda
TO: Honorable Mayor and City Council
FROM: Gene R. Smallwood, P.E.; Director of Public Works
SUBJECT:Consider and Act: On an agreement to support the annual Public Works
program at the North Central Texas Council of Governments (NCTCOG)
BACKGROUND:
Member cities of the North Central Texas Council of Governments participate in and
fund annual work programs. University Park has been a partner in the Public Works
program since 1992. Based on population, the City's cost to support the 2015program
is $3,790. The collective cities receive benefit on such issues as Public Works
Construction Standards (Specifications), Sustainable Public Rights-of-Way, iSWM
Stormwater program, Hydrologic / flooding technical support, and general Public Works
support. Details of each issue are provided in the attachments.
RECOMMENDATION:
Staff recommends City Council approval of the City’s support for the North Central
Texas Council of Governments’ Public Works program, and authorization forthe Director
of Public Works to execute the FY2016Funding Commitment Form.
3800 UNIVERSITY BOULEVARD UNIVERSITY PARK, TEXAS 75205 TELEPHONE (214) 363-1644
C:\Users\GRANIC~1\AppData\Local\Temp\BCL Technologies\easyPDF 7\@BCL@940575CD\@BCL@940575CD.docx 9:34 PM 04/30/15
AGENDA MEMO
5/5/2015Agenda
TO:Honorable Mayor and City Council
FROM:Christine Green, City Secretary
SUBJECT:Minutes of the April 21, 2015City Council Meeting
Minutes of the April 21, 2015City Council Meeting are included for the Council’s review.
City Hall
3800 University Blvd.
University Park, TX 75205
City of University Park
Meeting Minutes
City Council
5:00 PM Council ChamberTuesday, April 21, 2015
EXECUTIVE SESSION
3:02 - 4:11 P.M. Pursuant to TGC§ 551.071(2), the City Council met in closed session to
receive confidential legal advice from the City Attorney with regard to park usage and per
TGC§ 551.074 for an evaluation of the City Manager. No action was taken. Executive
Conference Room, 1st Floor, City Hall.
PRE-MEETING WORK SESSION(S)
4:00 - 4:30 P.M. The City Council met in open work session to receive a Zoning Ordinance
update from Director of Community Development Pat Baugh. No action was taken. Council
Conference Room, 2nd floor, City Hall.
4:30 - 5:00 P.M. The City Council met in open work session to receive agenda item briefings
from staff. No action was taken. Council Conference Room, 2nd floor, City Hall.
CALL TO ORDERI.
Councilmember Bob Begert, Councilmember Dawn Moore,
Councilmember Tommy Stewart, Councilmember Taylor Armstrong and
Mayor Olin Lane
Present:5 -
INVOCATION: Councilmember Taylor ArmstrongA.
PLEDGE OF ALLEGIANCE: Councilmember Taylor Armstrong / Boy ScoutsB.
Boy Scouts Houston Hummel and Wyatt Hummel of Troop 82 were present
as part of earning their Citizenship in the Community merit badge. They
assisted Councilmember Armstrong in leading the Pledge of Allegiance.
INTRODUCTION OF COUNCIL: Mayor Olin Lane, Jr.C.
Page 1City of University Park
April 21, 2015City Council Meeting Minutes
INTRODUCTION OF STAFF: City Manager Robbie CorderD.
Staff in attendance included Community Information Officer Steve Mace,
Chief of Police Greg Spradlin, Director of Public Works Bud Smallwood, City
Secretary Christine Green, Deputy Director of Public Works Jacob Speer,
Director of Human Resources Luanne Hanford, Fire Chief Randy Howell,
Director of Finance Tom Tvardzik, Library Director Sharon Martin, Director of
Parks Gerry Bradley, and Director of Community Development Pat Baugh.
AWARDS AND RECOGNITIONII.
None
CONSENT AGENDAIII.
15-328 Consider approval of an interlocal agreement with the Town of
Highland Park for use of the Fire Training Center.
This interlocal agreement was approved.
15-332 Consider and act to designate Mayor Pro Tempore
Councilmember Tommy Stewart was designated Mayor Pro Tempore for year
two of the two-year Council term.
15-334 Consider approval of the minutes of the April 7, 2015 City Council
meeting with or without corrections.
The minutes were approved.
Approval of the Consent Agenda
A motion was made by Councilmember Begert, seconded by Councilmember
Armstrong, to approve the Consent Agenda. The motion carried by the
following vote:
Aye:Councilmember Begert, Councilmember Moore, Councilmember Stewart,
Councilmember Armstrong, and Mayor Lane
5 -
MAIN AGENDAIV.
Page 2City of University Park
April 21, 2015City Council Meeting Minutes
15-333 Receive briefing from the Rotary Club of Park Cities regarding the
Fourth of July Parade.
Karen Farris, President of the Rotary Club of Park Cities, and Jim Mills,
Chair of the Steering Committee of the Fourth of July Parade, briefed the
City Council about plans for the parade. They highlighted several changes
and improvements planned for this year's event. The Grand Marshal for the
parade is Leslie Melson, President of the HPISD Board of Trustees. Mayor
Lane thanked Mr. Mills and Ms. Farris for their presentation.
PUBLIC COMMENTSV.
There were no speakers.
ADJOURNMENTVI.
Page 3City of University Park
3800 UNIVERSITY BOULEVARD UNIVERSITY PARK, TEXAS 75205 TELEPHONE (214) 363-1644
C:\Users\GRANIC~1\AppData\Local\Temp\BCL Technologies\easyPDF 7\@BCL@6805FBEC\@BCL@6805FBEC.docx 4:30 PM 04/30/15
AGENDA MEMO
5/5/2015Agenda
TO:Honorable Mayor and City Council
FROM:Gene R. Smallwood, P.E.; Director of Public Works
SUBJECT:“Lovers 52” -Abandonmentof Certain Alley R-O-W
BACKGROUND:
The owners of properties located along Lovers Lane, Hyer, and Grassmere, west from
the Preston-Westchester alleys are proposing to redevelop the site. The rezoningof
PD-33 for their development was approved by the City Council at their April 7th meeting.
As part of the revised site plan, the owner requested that the City abandon the following
alley rights-of-way through theirdevelopment:
Lovers-Hyer alley, west from the Preston-Westchester alley to the west property
line of the development(alley 1);
Hyer-Grassmere alley, west from the Preston-Westchester alley to the west
property line of the development(alley 2);
The aforementioned site plan details public access/utility easements to replace the alley
rights-of-way. Staff contracted for the appraisals to be conducted, which resulted in a
fair market value (FMV) of the alley rights-of-way. The FMV was determined to be
$470,809.05 ($117,593.25for alley 1 and $353,215.80for alley 2). The City Attorney
prepared the attachedordinance abandoningtwo alleys and acceptingtwo easements.
The FMV is typically adjusted to credit the developer for the value of the easements at
the rate of twenty-five (25%) of the FMV. If the Council approves the ordinance, the City
Secretary willprepare certified copiesof the abandonment ordinancesfor the developer,
subject to payment of the FMV. The developer would then file the certified copiesof the
ordinancesat Dallas Countyand adjust the plat of the property accordingly.
RECOMMENDATION:
Staff recommends City approval of Ordinance abandoning the above-referenced alley
rights-of-way.
ORDINANCE NO. _________________
AN ORDINANCE OF THE CITY OF UNIVERSITY PARK TEXAS,
ABANDONING A PORTION OF THE ALLEY EASEMENTS BETWEEN LOVERS LANE
AND HYER STREET AND BETWEEN HYER STREET AND GRASSMERE STREET,AS
MORE PARTICULARLY DESCRIBED IN EXHIBIT A ATTACHED HERETO,
SUBJECT TO THE PROVISION BYTHE ABUTTING OWNER, INTERCITY
INVESTMENTPROPERTIES, INC.,OF PUBLICUTILITY ANDACCESS EASEMENTS
OVER THE AREAS DESCRIBED IN EXHIBIT B ATTACHED HERETO;PROVIDING
FOR THE FURNISHING OF A CERTIFIED COPY OF THIS ORDINANCE FOR
RECORDING IN THE REAL PROPERTY RECORDS OF DALLASCOUNTY, TEXAS,
AS A QUITCLAIM DEED OF THE CITY; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the City Council of the City of University Park, Texas, has determined that
certain alleyeasements,as described herein, arenot needed or necessary for public purposes by the
City and any claim to themshould be abandoned to the abutting owner, subject to the provisions of
this ordinance;Now, Therefore,
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF UNIVERSITY
PARK, TEXAS:
SECTION 1.The City of University Park hereby abandons and quitclaims, in favor of the
abutting owner,Intercity Investment Properties, Inc.,a portion of the alley easements between
Lovers Lane and Hyer Street and between Hyer Street and Grassmere Street, being more
particularly describedand depicted in Exhibit “A” attached hereto and made a part hereof for all
purposes, the same as if fully copied herein,in the City of University Park, Dallas County, Texas
(the “abandoned area”).
SECTION 2.That the City of University Park does not abandon any other interest other
than described in Exhibit “A”, but does hereby abandon all of its right, title, or interest in the
described real property, together with any and all improvements thereon, if any.
SECTION 3. Upon payment to the City by Intercity Investment Properties, Inc., of
$470,809.05, the fair market value of the interests described in Exhibit “A” as determined by an
appraisal obtained by the City for this purpose, and the dedication by Intercity Investment
Properties, Inc.,of public utility and access easements over the areas described in Exhibit “B”
attached hereto and made part hereof for all purposes,the same as if fully copied herein,the City
Secretary is directed to prepare a certified copy of this ordinance and furnish the same to
Intercity Investment Properties, Inc., for recordingin the Real Property Records of DallasCounty.
The recording of this abandonment ordinance in the Real Property Records of DallasCounty,
Texas, shall serve as a quitclaim deed of the City of University Park of all such right, title or interest
of the City of University Park in and to the abandoned propertydescribed in Exhibit “A”, plus all
improvements thereon, if any.
SECTION 4.This ordinance shall take effect immediately from and after its passage, as
the law and Charter in such cases provide.
DULY PASSED by the City Council of the City of University Park, Texas, on the ___ day
of ______________ 2015.
APPROVED:
________________________________
OLIN B. LANE, MAYOR
APPROVED AS TO FORM:ATTEST:
_________________________________________________________________
CITY ATTORNEY CHRISTINE GREEN, CITY SECRETARY
(RLD/04-27-15/71359)
EXHIBIT “A”
EXHIBIT “B”
17 foot Public Utility & Access Easement on Lot 1, Hyer Street Addition
Being a portion of Lots 9, 10, 11, 18, 19 and 20 and a 10 foot alley of Troth & Boswell's 2nd
Resubdivision of Lots 9 to 20, Inclusive, Block 1 of Preston Heights Addition as recorded in Volume 5,
Page 373, Map Records, Dallas County, Texas (M.R.D.C.T.), and being more particularly described as
follows:
Beginning at a point, South and a distance of 120.00 feet from the northeast corner of said Lot 11;
THENCE South, for a distance of 36.00 feet to a point at the beginning of a curve to the left with has a
central angle of 86°58’03”, a radius of 10.02 feet, and a chord which bears N 46°28'08" W, for a distance
of 13.79 feet;
THENCE along said curve to the left, an arc distance of 15.21 feet to a point for corner;
THENCE West, for a distance of 165.00 feetto a point for corner;
THENCE North, for a distance of 17.00 feet to a point for corner;
THENCE East, for a distance of 165.00 feet to a point at the beginning of a curve to the left with has a
central angle of 86°56’07”, a radius of 10.02 feet, and a chord which bears N 46°27'17" E, for a distance
of 13.79 feet;
THENCE along said curve to the left, an arc distance of 15.20 feet to the POINT OF BEGINNING and
containing 3,018 square feet or 0.069 acres of land, more or less.
17 foot Public Utility & Access Easement on Lot 2, Hyer Street Addition
Being a portion of Lots 7, 8, 9, 10, 11 and a 10 foot alley of John S. Troth Subdivision as recorded in
Volume 5, Page 433, Map Records, Dallas County, Texas (M.R.D.C.T.), and being more particularly
described as follows:
Beginning at a point, North and a distance of 143.74 feet from the southeast corner of Lot 18 of said
Troth Subdivision;
THENCE West, for a distance of 269.00 feet to a point for corner;
THENCE North, for a distance of 17.00 feet to a point for corner;
THENCE East, for a distance of 269.00 feet to a point for corner;
THENCE South, for a distance of 17.00 feet to the POINT OF BEGINNING and containing 4,573 square
feet or 0.105 acres of land, more or less.
APPRAISAL
BROKERAGE &
CONSULTING CO.
C. S. “Chuck” Mullinax, MAI
P. O. Box 794774
Dallas, Texas 75379
April 30, 2015
City of University Park
3800 University Boulevard
Dallas, Texas 75205-0005
Att: G.R. “Bud” Smallwood, P.E.,
Director of Public Works
Re:Excess Easements on parcels appraised in the Abandonment of 2 sections of
alley between the 4100 block of Lovers Lane and the 4100 block of Grassmere in the
City of University Park, Dallas County, Texas.
Dear Mr. Smallwood;
Pursuant to your instructions, we appraised the alleys to be abandoned as
referenced above. Subsequently, the legal descriptions for the easements
provided exceeded the alleys themselves. The excess area of the easements
should be addressed and included in the compensation as reflected in the
appraisal. Below are calculations for the excess easements based on the
allocated values in the report as well as a conclusion as to the adjusted
compensation due to the City in this case. If you have any questions, please let
me know.
Alley#1
Size Easement size $/sf Easement $ Adjustment
1,757 -3,018 sf x $29.33 - $36,985
Alley #2
Size Easement size $/sf Easement $ Adjustment
4,029 -4,573 sf x $30.60 - $16,646
Total Required Adjustment $36,985 + $16,646 = -$53,631
Original Estimated Compensation per Appraisal $525,000
Adjusted Compensation due to the City $471,369
Rounded $471,000
Respectfully,
C. S. Mullinax, MAI
TX 1321048 G
CSM/ejm
REAL ESTATE APPRAISALS . PHONE (972) 380-0075 . FAX (469) 789-3040
csm_mai@yahoo.com
APPRAISAL
BROKERAGE &
CONSULTING CO.
C. S. “Chuck” Mullinax, MAI
P. O. Box 794774
Dallas, Texas 75379
AN
APPRAISAL REPORT
OF TWO PARCELS OF LAND
BEING ALLEYS BETWEEN
THE 4100 BLOCK LOVERS LANE &
4100 BLOCK OF GRASSMERE STREET
IN THE CITY OF UNIVERSITY PARK
DALLAS COUNTY, TEXAS
PREPARED FOR
THE CITY OF UNIVERSITY PARK
AS OF
APRIL 15, 2015
REAL ESTATE APPRAISALS . PHONE (972) 380-0075 . FAX (469) 789-3040
csm_mai@yahoo.com
APPRAISAL
BROKERAGE &
CONSULTING CO.
C. S. “Chuck” Mullinax, MAI
P. O. Box 794774
Dallas, Texas 75379
April 23, 2015
City of University Park
3800 University Boulevard
Dallas, Texas 75205-0005
Att: G.R. “Bud” Smallwood, P.E.,
Director of Public Works
Re:Appraisal Report
Abandonment of 2 sections of alley between the 4100 block of Lovers Lane and the
4100 block of Grassmere in the City of University Park, Dallas County, Texas.
Dear Mr. Smallwood;
Pursuant to your instructions, we have conducted the required investigation,
gathered the necessary data and made certain analyses that have enabled us
to form an opinion of market values for the "fee simple" interest. The attached
Appraisal Report sets forth findings and conclusions derived therefrom, together
with photographs and exhibits that are considered essential to explain the
processes followed in completing the report.
Traditional valuation methodologies were applied and the report has been
prepared in accordance with the FIRREA Act of 1989 (12 CFR 34.42) and in
accordance with generally accepted appraisal standards promulgated by USPAP
and the Appraisal Institute. Subject to the Assumptions and Limiting Conditions
included in the body of this report, our final composite estimate of market value
for the "fee simple" interest in the respective parcels after deducting easements
retained by the City per the April 15, 2015 date of this report is:
$525,000.00
FIVE HUNDRED TWENTY FIVE THOUSAND DOLLARS
Respectfully,
C. S. Mullinax, MAI
TX 1321048 G
CSM/ejm
L 041514 D35 B
REAL ESTATE APPRAISALS . PHONE (972) 380-0075 . FAX (469) 789-3040
csm_mai@yahoo.com
ASSUMPTIONS AND LIMITING CONDITIONS
For the purposes of this appraisal, the following Assumptions and Limiting Conditions
are made a part hereof:
1.That the title to the individual property shall be good and merchantable
and that title is in fee simple.
2.No responsibility is assumed for matters legal or chance, nor is any
opinion rendered as to the title to the property which is assumed to be
good. The possible existence of any liens or encumbrances have been
disregarded, and the property is appraised as though free and clear
under responsible ownership and management.
3.A survey of the alley parcel was provided however, a current survey of
the corner parcel was not provided and our calculations are based on
approximations.
4.The allocations of value between land and improvements are applied
only under the current program of utilization, and must not be used in
conjunction with any other appraisal and are invalid if so used.
5.All information contained in this report, if confidential, is submitted
strictly for the sole use of the owner of the report. Possession of this
report or any copy thereof does not carry with it the right of publication
or use. The appraiser will not be required to give any testimony or
attendance in court by reason of this appraisal without the prior
approval of the appraiser.
6.All information and comments pertaining to this and other properties
are the personal opinions of the appraiser formed after examination
and study of the subject property. While it is believed the information
estimates and analyses herein are correct, the appraiser does not
guarantee them, and assumes no liability for errors in fact, analysis, or
judgment.
7.Disclosure for the contents of this appraisal report is governed by the
By-Laws and Regulations of the Appraisal Institute.
8. Neither all nor any part of the contents of this report (especially any
IAssumptions & Limiting Conditions
conclusions of value, the identity of the appraiser or the firm with
which he is connected, or any reference to the Appraisal Institute or to
the MAI or RM designation) shall be disseminated to the public through
advertising media, public relations media, news, media, sales media,
or any other public means of communication without the prior written
consent and approval of the appraiser.
9. It is assumed that there are no hidden or unapparent conditions of the
property, subsoil, or structures which would render it more or less
valuable. No responsibility is assumed for such conditions or for
engineering which may be required to discover them.
10.No environmental impact studies were either requested or made in
conjunction with this appraisal, and the appraiser hereby reserves the
right to alter, amend, revise, or rescind any of the value opinions based
upon any subsequent environmental impact studies, research, or
investigation.
11.The value is estimated under the assumption that there will be no
international nor domestic political, economic, nor military actions that
will seriously affect real estate values throughout the country.
12.Real estate values are influenced by a large number of external factors.
The data contained herein is all of the data we consider necessary to
support the value estimate. We have not knowingly withheld any
pertinent facts, but we do not guarantee that we have knowledge of all
factors which might influence the value of the Subject Property.
13.Due to rapid changes in the external factors, the Value Estimate is
considered reliable only as of the date of the appraisal.
14.On all appraisals, subject to satisfactory completion, repairs, or
alterations, the appraisal report and value conclusions are contingent
upon completion of the improvements in a workmanlike manner and
in a responsible period of time.
15.The Value Estimate assumes responsible ownership and competent
management.
16.This appraisal was prepared by Appraisal, Brokerage & Consulting
Company, and consists of trade secrets and commercial or financial
information which is privileged and confidential and exempted from
disclosure under 5 U.S.C. 552 (b), (4). Please notify Appraisal,
Brokerage & Consulting Company, of any request of reproduction of
this appraisal.
17.No plans and specifications were available to the appraiser in preparing
this report. Therefore, any assumptions made as to construction
IIAssumptions & Limiting Conditions
materials, quality and other items dependent upon that document are
subject to verification and not guaranteed by the appraiser.
18.No current title policy nor title search was available or prepared in
compiling this report. Therefore, all assumptions and observations
affected by such items are subject to verification and not guaranteed.
19.The Americans with Disabilities Act (ADA) became effective January 26,
1992. We have not made a specific compliance survey and analysis of
this property to determine whether or not it is in conformity with the
various detailed requirements of the ADA. It is possible that a
compliance survey of the property together with a detailed analysis of
the requirements of the ADA could reveal that the property is not in
compliance with one or more of the requirements of the act. If so, this
fact could have a negative effect upon the value of the property. Since
we have no direct evidence relating to this issue, we did not consider
possible noncompliance with the requirements of ADA in estimating the
value of the property.
Specific Assumptions and Conditions
20.Quantity estimates are believed to be accurate, but are not
guaranteed. The subjects of this report are:
1.1,757 sf of the alley in City Block 1, of the S. Popplewell Survey,
Abstract # 1145 and 4,029 sf of the alley in City Block 2, of the S.
Popplewell Survey, Abstract # 1145, City of University Park, Dallas
County, Texas.
21. Based upon research completed by Appraisal, Brokerage & Consulting
Company, it is specifically assumed that the property does not have
significant natural, cultural, recreational or scientific value.
22.The appraiser is not qualified to offer a professional opinion regarding
possible environmental hazards. In the process of completing this
assignment though, we have become quite familiar with the subject,
surroundings/competing properties and the neighborhood. From an
informal perspective, we assume that there is no environmental
influence or condition that would negatively affect the subject, its
marketability or future potential.
IIIAssumptions & Limiting Conditions
SUMMARY OF SALIENT FACTS
Date of the Appraisal:April 15, 2015
Date of the Inspection:April 15, 2015
Value Estimated:Market Value.
Property Rights Appraised:"Fee Simple" Interest.
Property Appraised:Two parcels containing 0.4.0 acre & 0.92 acre of
alley respectively.
Property Zoned: "PD” Planned Development, City of University Park.
Highest and Best Use:
Building:Vacant tracts currently alleys with utilities.
"As If Vacant":Use as alleys.
Property Status:Currently a paved alleys.
Estimates of Value
Income Approach $ NA
Cost Approach $ NA
Sales Comparison Approach
Alley Abandonment {$90.73/SF}...........................$525,000
IVAssumptions & Limiting Conditions
TABLE OF CONTENTS
Transmittal Letter
Assumptions and Limiting Conditions III
Summary of Salient Facts VI
Table of Contents VII
Purpose of the Report Page 1
Definition of Market Value 1
Property Rights Appraised 1
Function of the Appraisal 2
Scope of the Assignment 2
D/FW Metroplex Data 3
City Summary Data 4
Neighborhood Analysis 4
Identification of the Property 7
History of Subject Property 9
Exhibits 10
THE APPRAISAL PROCESS 16
Highest and Best Use-Zoning (Feasibility)17
Market Analysis & Interviews 18
Income Approach 19
Cost Approach to Value 19
Sales Comparison Approach to Value 20
Reconciliation 28
Certificate 29
ADDENDUM
Abbreviations and Other Appraisal Terminology
Qualifications
VTable of Contents
PURPOSE OF THE REPORT
The purpose of this report is to determine market value for the "fee simple" interest
in the subject property “as is” as of the April 15, 2015 date of this appraisal.
DEFINITION OF MARKET VALUE
Market Value is defined by Title XI of the Federal Financial Institutions Reform,
Recovery, and Enforcement Act of 1989 (FIRREA), in Regulation 2 CFR, Part 34
(Office of the Comptroller of Currency) as follows:
"The most probable price which a property should bring in a
competitive and open market under all conditions requisite to a
fair sale, the buyer and seller, each acting prudently,
knowledgeably and assuming the price is not affected by undue
stimulus. Implicit in this definition is the consummation of a
sale as of a specified date and the passing of title from seller to
buyer under conditions whereby:
a.Buyer and seller are typically motivated;
b.Both parties are well-informed or well-advised, and
acting in what they consider their best interests;
c.A reasonable time is allowed for exposure in the open market;
d.Payment is made in terms of cash in U.S. dollars or in terms of
financial arrangements comparable thereto; and
e.The price represents the normal consideration for the property sold
unaffected by special or creative financing or sales concessions
granted by anyone associated with the sale." 1
PROPERTY RIGHTS APPRAISED
Property rights being appraised are for the "fee simple" interest in the subject
property. A "fee simple" estate is absolute ownership unencumbered by any other
interest or estate, subject only to limitations of eminent domain, escheat, police
power and taxation. Subterranean utility easements will be retained by the City in
the alleys.
Federal Register, vol. 55, no. 163, August 22, 1990, pages 34228 and 34229; also quoted in the Definitions section of the Uniform1.
Standards of Professional Appraisal Practice, 1996 ed.
Page 1
FUNCTION OF THE APPRAISAL
The function of this appraisal report is to assist the City of Universtiy
Park in determining market value for the "fee simple" interest in the
subject properties. Our objective is to communicate the data and reasoning
leading to a supportable opinion.
SCOPE OF THE ASSIGNMENT
G. R. Smallwood, Director of Public Works for the City has authorized
Appraisal, Brokerage & Consulting Company, to prepare a complete
narrative appraisal report for the subject property for underwriting
purposes.
1. The subject and neighborhood were physically inspected and
photographed.
2. Data was accumulated from engineers, county records, tax
appraisal districts, municipal offices, MLS, other appraisers, Roddy
Reporting Services, and buyers & sellers in the market.
3. That data was analyzed, the comparables inspected by the
appraiser and the data processed through adjustments into a
conclusion of value for the subject property.
4. Adjustments were made to arrive at a current value of the
respective tracts.
All opinions and conclusions were developed in conformity with the Uniform
Standards of Professional Appraisal Practice of the Appraisal Foundation and
the Appraisal Institute.
PROPERTY DESCRIPTION
The subject parcels are portions of alley between the 4100 block of Lovers
Lane & 4100 block of Grassmere described legally as:
0.40 & 0.92 acres out of the S. Popplewell Survey, Abstract
# 1145, City of University Park, Dallas County, Texas .
Page 2
PROPERTY LOCATION MAP
DALLAS/FORT WORTH METROPLEX DATA
SUMMARY
LOCATION
The Dallas and Fort Worth Standard Metropolitan Statistical Areas were
combined in 1983 forming an area referred to as the Dallas/Fort Worth
Consolidated Metropolitan Statistical Area (C.M.S.A.) consisting of 12 Counties.
This "Metroplex" is located in North Central Texas in the rolling hills that form
the upper limit of the Gulf Coastal Plains approximately 250 miles inland from
the Gulf of Mexico. This nine-county area is approximately 30 miles south of
the Texas/Oklahoma border; 183 miles west of the Texas/Arkansas and
Texas/Louisiana border; 241 miles northwest of the City of Houston, Texas;
282 miles north of the City of San Antonio, Texas; and 647 miles northeast of
the City of El Paso, Texas. This North Texas region is located in the south
central portion of the United States and is typically referred to as the "Sunbelt"
region of the United States. The following points summarize the area.
1.The population has grown from 2,377,000 in 1970 to 7,095,411 by 2012.
2.Unemployment is below 4.6% and dropping.
3.The area offers a wide spectrum of recreational, medical and civic
activities.
4.The median family income is $55,263 with 34% exceeding $50,000.
values in most areas have consistently increased.
5.$ value of building permits have increased over the past twenty years and
new homes constructed exceed 40,000/year.
Page 3
6.Commercial occupancies as of year end 2014 were, retail 90.5%,
industrial 89%, apartments 94.7% and office at 83%.
7.D/FW International Airport enhances the central location of the CMSA as
the 5 busiest airport in the world. th
*** Although the Metroplex economy has out performed the national
economy for many years, it was not exempt from the Economic
Downturn of late 2008. It continues to be performing better with
housing values now above the 2008 values. State Farm, Toyota and
Liberty Insurance have begun moving their corporate offices to the
Metroplex. The Metroplex and Texas in general is recovering much
more rapidly than the rest of the country with new corporations moving
to the area from all parts of the country.
CITIES OF HIGHLAND PARK & UNIVERSITY PARK
SUMMARY DATA
The Cities of University Park and Highland Park are surrounded by the City of
Dallas and have for decades been considered as the elite sections of the
Metroplex for residential homes. They are primarily single family in character
with a limited amount of commercial development. Most of that development
is on major arteries bordering the Cities. The school system is excellent and
both communities have managed to retain a small town atmosphere in the
midst of the metroplex. The City of University Park includes Southern Methodist
University and the George W. Bush Presidential Library. The Cities are both
100% developed and new development is afforded only by demolition of older
existing structures. They should both continue to enjoy stability and a very
desirable location for years to come.
NEIGHBORHOOD AND TRENDS
A neighborhood is a "group of complementary land uses" as defined by The
Dictionary of Real Estate Appraisal, by the American Institute of Real Estate
Appraisers, 1989. The neighborhood in which a specific parcel of real estate is
located is of paramount importance to the value and future value of that
property. The stage of the neighborhoods life and trends of that neighborhood
have a significant impact on the desirability of that property. Neighborhood life
cycles evolve through four basic stages. They are:
1. Growth:A period during which the neighborhood
gains public favor and acceptance.
2. Stability:A period of equilibrium without marked
gains or losses.
Page 4
3. Decline:A period of diminishing demand.
4. Revitalization:A period of renewal, modernization,
and increasing demand.
Identification of the stage of growth of a neighborhood for a property being
appraised is critical to the appraisal process. Current land use trends and new
activity in the area must be addressed.
Neighborhood Boundaries
Applicable neighborhood boundaries are shown as follows:
North.....................................Northwest Highway
East..........................................Hillcrest Road
South......................................... Lovers Lane
West . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Preston Road
Major Roadways
The neighborhood is then an area known locally as a portion of University Park.
Major roads include Northwest Highway or Loop 12 across the north of the
neighborhood and Preston Road which is also S.H. 289 running north and south
along the west side of the neighborhood. Both are major arteries in the area
connecting the neighborhood to major freeways and access throughout the
Metroplex.
Development
The neighborhood has been 100% developed since the late 1940's and 50's. It
is primarily single family in character with some retail along Preston Road and
at the corner of Preston and Northwest Highway. The area is in constant
transition from older bungalos in the area to multi million residences. Because
of the desirability of the community and schools, older homes are constantly
being razed for new homes. The result is that land costs in the area are
extremely high.
General Access
The subject neighborhood has excellent access from all parts of the City via the
major freeways. It is within reasonable traveling time of most required
amenities. The following chart details their location and traveling time from the
subject neighborhood.
Page 5
Amenity Location
Traveling Time
(Mins.)
Schools:
Elementary
Junior High
Senior High
Subject Neighborhood
Adjacent Neighborhood
Adjacent Neighborhood
0
10
10
Shopping:
Neighborhood
Community
Regional
Subject neighborhood
Adjacent neighborhood
North Park Mall, Galleria,
Valley View,
0
5
10-
15
Churches Subject neighborhood 0
Parks Subject neighborhood 0
Theaters Adjacent neighborhoods 10
Restaurants Subject & Adjacent
neighborhood
5
Major
Highways
Subject Neighborhood 0
Airports Dallas Love Field
D/FW International
15
45
Conclusion
Neighborhoods and districts often go through a four-stage life cycle
experiencing growth, stability, decline and a revitalization. This neighborhood
never actually went through a decline period. It has always been a desirable
residential neighborhood. It is in transition to a much more expensive
neighborhood as smaller homes give way to mansions and estates. Like the
entire nation, new construction has slowed dramatically and values may have
declined slightly but as with the entire DFW metroplex the recession has had
only a minimal impact on the neighborhood. The central location in north Dallas
has been a major factor in that transition and the trend can be expected to
continue
Page 6
IDENTIFICATION OF THE PROPERTY
The subject of this appraisal includes two parcels, each a portion of the
alleys south of Loves Lane and north of Grassmere Street in the 4100
blocks west of Preston Road. Legal descriptions and surveys of each ar
included in the exhibits.
SUBJECT PROPERTY
The abandonment in Block 1 identified as Alley #1 lies between Lovers Lane
and Hyer Street. It is 10.04' wide and is 175' in length and runs westward
from the north south alley behind the commercial fronting Preston Road.
The abandonment in Block 2 identified as Alley #2 lies between Hyer Street
and Grassmere Street. It is 14.98' wide and 269' in length. It also runs
westward from the north south alley behind the commercial fronting Preston
Road. Both alleys are paved and have parking off of them which serves the
existing apartments. They both are basically level with a slight rise to the
west.
Flood Plain
The subject parcels and immediately surrounding property are in Zone X of
the FEMA flood plain map #48113C0335K updated 07/07/2014. Zone
X is not within a designated flood plain. Below is a segment of that flood
zone map.
The parcel are zoned “PD” and were formerly zoned MF-2 for multifamily
development by the City of University Park.
Lovers Lane is a 75' row providing for two lanes of traffic in each direction
and is paved with full curb, gutter, storm drains and sidewalks. Hyer and
Grassmere are both 50' row with two lanes for traffic. Both are one way
Page 7
streets. They are both paved with curb gutter and sidewalks.
Easements:
The City has utility easements in both alleys and there are power poles
providing electricity to existing improvements. There are also sewer and
water utilities in the alleys. The city will retain the easements to serve new
improvements on the adjacent property.
Age/Condition
Not applicable.
Real Estate Taxes
The subject property is currently “City Owned” and therefore not on any tax
rolls. If the property were privately owned, it would be subject to the
following tax rates per $100 assessment.
TAX RATE 2014
City of University
Park
$0.26979
HPISD 1.11810
Dallas County ** 0.66690
TOTAL $2.0548
** Includes Jr. College and Hospital
HISTORY OF THE SUBJECT PROPERTY
The subject is a part of the City system of streets and alleys. It is being
abandoned for consideration to the City.
Current Operating Status
The subject parcels are currently alleys.
Page 8
THE APPRAISAL PROCESS
There are three techniques which may be utilized, if applicable, for the
valuation of real property. In each instance, the experience of the appraiser
coupled with objective judgment plays a major role in arriving at conclusions
for indicated value. These approaches include the Income Approach, Sales
Comparison Approach and the Cost Approach. Acceptable methodologies
defined in REAL ESTATE TERMINOLOGY as sponsored by the American
Institute of Real Estate Appraisers (revised edition 1981).
The "quality" and "quantity" of available data and the applicability of each
approach is very important when comparing the various indications of value
and reconciling into a final estimate.
Valuation methodologies applied in this report specifically assume that the
subject property is operating in a "stabilized" mode. No value penalties will
be shown except those for depreciation/obsolescence where indicated.
Others will be discussed and reconciled in the final section of this report if
necessary.
The "Income Approach to Value" is that procedure in appraisal analysis
which converts anticipated benefits (dollar income/value or amenities) to be
derived from the ownership of property into a value estimate. It allows for a
comparison of income streams between the subject property and competing
marketplace properties. Net income is capitalized at a rate which is
commensurate with the rates expressed in the marketplace by investors for
similar properties. Completion of the process suggests an income estimate
of value. This approach is not applicable on a raw land appraisal.
The "Sales Comparison" is traditionally an appraisal procedure for estimating
value based units of comparison derived from sales of similar properties in
the marketplace. Those units of comparison are then applied to the subject
property in order to derive a range in value and, in this instance, a
conclusive or final estimate for the subject property. The reliability of this
technique is dependent upon the availability of comparable sales data, the
appraiser's ability to accurately verify all particulars behind a specific sale,
the degree of comparability or extent of adjustment necessary and the
absence of non-typical conditions that might affect sale prices.
The "Cost Approach" is that technique in appraisal analysis which is based
upon the proposition that the informed purchaser would pay no more than
the cost of reproducing a substitute property, with the same utility as the
subject. The principle of substitution suggesting that reproduction cost
should limit the "upper side" of value. In this approach to value, the
appraiser is charged with establishing market value for the site, determining
reproduction cost for the improvements and the very subjective estimation
of depreciation or obsolescence inherent within the property. Market value
for the land parcel, when combined with depreciated reproduction cost for
the improvements, suggests an estimate of value per the Cost Approach
methodology. With special purpose properties, this is often the best indicator
of value because of the inability to find similar properties in the market
place. This approach is not applicable for a raw land appraisal.
A "Reconciliation" section will weigh the strengths and weaknesses of the
various techniques. The appraiser will determine which application supports
the most reliable estimate of market value for the subject property. This
final section will also address environmental hazards and the appraiser's
marketing term projection. Final conclusions will then be summarized.
Abandonment/Taking:
In situations where the parcel is part of a taking or an abandonment of a
small parcel. It is imperative to understand that small strips or parcels may
not have “stand alone” value or be capable of being developed on it’s own
merits. In those cases, the parcel is valued as though a part of the adjoining
parcel. Therefore we value the adjoining parcel and apply that value per
square foot to the smaller parcel being taken or abandoned.
HIGHEST AND BEST USE-ZONING
(FEASIBILITY)
Highest and Best Use is defined as:
1.The reasonable and probable use that supports the
highest present value of vacant land or improved
property, as defined, as of the date of the appraisal.
2.The reasonably probable and legal use of land or sites
as though vacant, found to be physically possible,
appropriately supported, financially feasible, and that
results in the highest present land value.
3.The most profitable use.
Implied in these definitions is that the determination of highest and best use
takes into account the contribution of a specific use to the community and
community development goals as well as the benefits of that use to
individual property owners. Hence, in certain situations the highest and best
use of land may be for parks, greenbelts, preservations, conservation,
wildlife habitats, and the like. (The Dictionary of Real Estate Appraisal;
American Institute of Real Estate Appraisers, Third Printing 1987; Page 152.
Physically Possible
The subject parcels are small and have no “stand alone” value. Therefore,
we must value them on an “across the fence” basis as though they were
part of the adjoining tracts. Hence, it is necessary to determine land value
for the developed adjoining parcels.
Legally Permissible
Legally permissible uses pertain to those that are allowed under existing
zoning constraints and deed restrictions. The subject parcels are zoned “PD”
for planned development by the City of University Park. The adjoining land
is also zoned “PD". The zoning was recently changed from multifamily 2 to
facilitate the new planned development and the plan was approved by the
City.
Conformity
The subject tract conforms with and serves the surrounding improvements.
Feasibility
Feasible uses for the property are those which would provide the highest net
return to the land. The subject tracts should be used to serve the adjoining
tracts of condominium development.
Conclusions
The subject tracts are definitely in compliance with the zoning. It is
therefore the appraiser’s opinion that the Highest and Best Use of
the parcels would be to be used in conjunction with the adjoining
new development.
MARKET ANALYSIS
The appraiser contacted the parties involved in the sales comparables. In
this market, commercial & multifamily or condominium zoned sales are few
and far between especially in the Park Cities market which have been fully
developed for years.
INCOME APPROACH TO VALUE
A reliable indication of value may be estimated by capitalizing the net income
potential which the property is capable of generating over its economic life or
during a typical ownership term. This approach to value recognizes the
relationship between value and return on the investment, as indicated by the
market.
Important factors of consideration include an assessment of overall market
supply and demand conditions, including an estimate of prevailing rental
rates, expense levels and requirements for rate of return to the investor. A
pro-forma analysis is completed to estimate a reasonable potential net
income stream for the subject property as an investment. Conversion of this
net operating income stream to an indication of value is accomplished by the
process of capitalization, including the two most common Income Approach
techniques, "Direct Capitalization" and "Yield Capitalization".
The purpose of this assignment is to estimate the value of the vacant tracts
of land “as is” with no proposed improvements. Therefore, the Income
Approach is not applicable.
COST APPROACH TO VALUE
The Cost Approach to Value typically involves the following steps:
1.Valuation of the site by market comparison method.
2.Estimation of the reproduction cost of the improvements
on the site.
3.Calculation of all reasonable depreciation to the project
and subtraction of that depreciation from the
reproduction cost to arrive at a depreciated reproduction
cost for the project.
4.Combination of the depreciated reproduction cost with
the site value to arrive at a cost estimate of value for the
project.
The purpose of this report is to estimate the value of the raw land. No
development plans would be appropriate for this assignment. Therefore
the Cost Approach was not applicable.
SALES COMPARISON APPROACH TO VALUE
The Sales Comparison Approach to Value is based on data provided from
recent sales of similar properties that are comparable to the property being
appraised. An indication of value can then be obtained by comparing the
subject or adjoining property in this case to these sales. The reliability of
this value indication will depend on the similarities and/or differences
between the subject property and the comparable properties. The rationale
for the Sales Comparison approach lies in the principle of substitution; an
informed investor would never pay more for a property than he would have
to pay for a similar property or substitute.
To the extent that there are differences in size, location and configuration
between the subject property and recent sales of comparable properties
adjustments must be made for such differences.
Site Valuation
When appraising strips or parcels which have no stand alone utility, it is
necessary to use an “across the fence” valuation where the parcel is appraised
as though it were a part of the adjoining tract. Therefore, the sales comparables
will be adjusted as though we are valuing the adjacent parcel. A reliable
indication of the value of the land is obtained by comparing the land to other
tracts that have sold, are under contract or are offered for sale in the area. A
search for sales of multifamily or high density large sites in University Park came
up with only two sales in the past year. They were located at 4141 Lovers Lane
and 3400 Milton. The appraiser was unsuccessful @ obtaining credible
information for sales prices on either parcel. The appraiser pulled sales of 10
residential sales in University Park which had taken place over the past six
months. Those sales were selected on the basis that they were all old
improvements (most over 50 years). Properties of that age typically are razed
for the construction of new improvements and are therefore considered as land
sales when combined with demolition cost. Those sales are presented as follows.
#ADDRESS DATE SIZE $/SF DEMO ADJ. $/SF
1 4305 Greenbrier 01/15 8,276 $114.43 0.39 $114.82
2 2817 Purdue 01/15 8,276 $114.42 0.43 $114.84
3 4500 San Carlos 01/15 8,712 $124.19 0.51 $124.70
4 4311 Glenwick 12/14 6,970 $100.36 0.91 $101.27
5 4523 Potomac 12/14 7,405 $127.88 0.78 $128.66
6 2905 Purdue 12/14 9,583 $110.39 0.91 $111.30
7 2860 University 12/14 8,276 $ 86.63 0.61 $ 87.25
9 4421 Amherst 12/14 7,841 $105.47 0.57 $106.04
10 3320 Purdue 12/14 6,970 $118.65 0.69 $119.34
11 4041 Hanover 10/14 6,970 $118.65 0.65 $119.30
PRICE RANGE $87.25 TO $128.66
MEAN PRICE/SF $102.50
MODIFIED MEAN/SF $101.29
General Adjustment Comments/Sales
Few adjustments were required for the comparables. Some were based upon
solid marketplace evidence while others were of a subjective nature requiring
the appraiser’s knowledge and expertise. At this point some insight is necessary
for those adjustments which were applied and the following discussion is
provided.
Condition of Sale
This categorical adjustment pertains to any unusual factor that may have
influenced the sale price. It is not a cash equivalency adjustment. At times,
strong motivation on the part of the buyer or seller may require the appraiser to
re analyze a comparable and an initial position for adjustment. All of the sales
appear to have been "arms length" transactions with no unusual motivation and
no adjustments were made.
Time/Date of Sale
This may be one of the more difficult adjustments to apply in today's
marketplace. The appraiser analyzed sales in the area over a period of years and
found that prices have increased over the past years. Some by as much as 1%
per month and others as little as 0.3% per month. All of the sales are within the
past 6 months and we chose to make no adjustments for time.
Location
All of the sales are in University Park. Over the years, we have noted that
properties fronting on Lovers Lane and University Boulevard typically sell for as
much as 10% less than other properties. That is reflected in Sale # 7.
Therefore, the properties fronting Lovers Lane should be penalized by 10%. The
alley adjacent to Lovers Lane also fronts Hyer which carries no penalty.
Therefore, we will penalize the alley between Lovers Lane and Hyer by only 5%.
Alley #2 will not share in the penalty.
Size
The marketplace for real estate is comparable to that for other commodities in
that price tends to be influenced by volume. It can be demonstrated that as
volume (size in this instance) decreases, the price per square foot will likely rise
(other factors being similar). In contrast, unit price would typically decline when
volume of an additional unit is not perceived by the marketplace to be worth the
same expenditure as earlier units. This phenomenon is sometimes known as
"quantity discounting". The tracts adjacent to the alley are 23,625sf for Alley
@1 and 38,426 sf for Alley #2. In this area where multifamily tracts are scarce,
assemblage is required to have a site large enough to be viable and assemblage
typically results in higher prices for larger sites. The assemblage factor more
than offsets any size adjustment and we will make an upward adjustment of
10% for both alleys.
Developmental Utility
A parcel's developmental utility may be viewed as a measurement for the
capabilities of each site to generate maximum returns to their respective
property owners. An adjustment for utility will in essence measure potential.
Each sale has good utility for residential use. We were unsuccessful in finding
larger multifamily sales for comparison. The adjacent properties do have good
development utility and no adjustment is justified.
Roadway Frontage/Accessibility
This item was addressed previously in the location adjustment section. No
further adjustment is required in this category.
Zoning
The adjacent parcels are both now zoned as “PD” for the proposed project.
Although we have no good comparables to prove an adjustment, higher density
use parcels are more valuable than lower density use parcels. An upward
adjustment of 10% is applied.
Acreage Loss
There is no apparent loss of land in any of the adjacent tracts.
Public Service Utilities
The adjacent parcels are served with full utilities as are all of the sales.
Therefore, there is no adjustment for the respective sales.
Conclusions from Sales
The appraiser is using $102.00/sf as a starting base which is between the mean
and modified mean of the sales. Alley #1 has a downward adjustment of 5% for
location, an upward adjustment of 10% for size and an upward adjustment of
10% for zoning resulting in a net upward adjustment of 15%. Alley #2 has
upward adjustments of 10% for size and 10% for zoning. The City has indicated
that it will retain utility easements in both alleys. That results in a downward
adjustment in value of 25%. The metes & bounds of those easements are
included in the Addendum. The results those calculations are as follows:
Alley #1: 1,757 sf x $102.00 x 1.15 = $206,096 Full Value
Less Easement -.25% $ 51,524
SAY $155,000 Rounded
Alley # 2: 4,029 sf x $102.00 x 1.20 = $493,150 Full Value
Less Easement -.25% $123,288
SAY $370,000 Rounded
Final Opinion of Value
Based on our analysis, it is our opinion that the subject parcels have a market
value of :
Alley #1 less easement . . . . . . . . . . . . . . . . . . . . . $155,000
Alley # 2 less easement . . . . . . . . . . . . . . . . . . . . . $370,000
Combined Total . . . . . . . . . . . . . . . . . . . . . . . . . . . $525,000
RECONCILIATION
This appraisal assignment was to estimate the value of the subject property. The
traditional valuation techniques have indicated the following values on an "as
is"basis:
INCOME APPROACH TO VALUE .............................N. A.
COST APPROACH TO VALUE ................................N. A.
SALES COMPARISON APPROACH TO VALUE
ABANDONMENT .....................................$ 525,000
The subject properties are alleys and as such, the Income Approach is not
applicable
The Cost Approach is typically used to test feasibility for new construction and is
also considered as a "benchmark" for comparison with the other approaches.
This technique is the least relevant of the three in determining market value for
an income-producing property. In this assignment, the Cost Approach was not
applied due to the fact that this is an appraisal of raw land with no
improvements.
Reconciliation
The Sales Comparison Approach is considered by most in the profession to be
simply a crude method of estimating a range of values for the subject. In the
case of raw land, it is the only meaningful approach to value.
Adjustment to Value
This section of the report usually addresses any penalties relative to reaching
stabilized income levels, finish out costs to achieve that level and also any
deferred maintenance noted on the property which was previously addressed as
Physical Depreciation Curable. Once again, this assignment was to arrive at an
opinion of value for a vacant tract of land. There are no applicable adjustments
to the Market Approach presented above.
Fair Value - A "fair value" definition was presented previously in this section of
the report. It is quite similar to that definition for "market value" with the
exception of a specific time frame for the consummation of a sale. The market
value estimate presented in this report is based upon current comparables and
the best marketplace data available to this office. Recognizing the quality of the
real estate being appraised and marketplace influences analyzed throughout this
report, it is our opinion that a marketing term is not applicable in this
assignment. There is only one prospective user/purchaser for the subject
parcels.
Environmental Hazards Defined - This appraiser is not qualified to offer a
professional opinion regarding potential environmental hazards. Our office does
not maintain the resources necessary for determinations of this nature. From an
informal perspective, we are unaware of any environmental influence or
condition that would negatively affect the subject property, its marketability or
future potential.
Subject to the Assumptions and Limiting Conditions of this report, it is the
appraiser’s opinion that the subject has a value as of April 15, 2015:
$525,000
FIVE HUNDRED TWENTY FIVE THOUSAND DOLLARS
Respectfully,
C. S. Mullinax, MAI
Page 24Reconciliation
CERTIFICATE
I certify that, to the best of my knowledge and belief:
-The statements of fact contained in this report are true and correct.
-The reported analyses, opinions and conclusions are limited only by the
reported assumptions and limiting conditions, and are my personal,
impartial, and unbiased professional analyses, opinions and conclusions.
-I have no present or prospective interest in the property that is the
subject of this report, and no personal interest with respect to the
parties involved.
- I have no bias with respect to the property that is the subject of this
report or to the parties involved with this assignment.
-my engagement in this assignment was not contingent upon developing
or reporting predetermined results.
-my compensation for completing this assignment is not contingent upon
the development or reporting of a predetermined value or direction in
value that favors the cause of the client, the amount of the value opinion,
the attainment of a stipulated result, or the occurrence of a subsequent
event directly related to the intended use of this appraisal.
-The reported analyses, opinions and conclusions were developed, and this
report has been prepared in conformity with the requirements of the Code
of Professional Ethics & Standards of Professional Appraisal Practice of the
Appraisal Institute, which include the Standards of Professional Appraisal
Practice.
-I have not had any dealings with the subject property over the past three
years either as appraiser, brokerage or management.
-The use of this report is subject to the requirements of the Appraisal
Institute relating to review by its duly authorized representatives.
-As of the date of this report, I, C. S. Mullinax, have completed the
requirements under the voluntary continuing education program of the
Appraisal Institute.
-I have made a personal inspection of the property that is the subject of
this report.
-No one provided significant real property appraisal assistance to the
person signing this certification.
.
April 23, 2015
Date C. S. Mullinax, MAI
Tx 1321048 G
(6/30/15)
Page 29Reconciliation
ADDENDUM
Legal Description of easements
Abbreviations and Appraisal Terminology
Qualifications
Page 27
ABBREVIATIONS AND OTHER APPRAISAL TERMINOLOGY
1. General Abbreviations:
AC =acre (43,560 SF) PCF = per cubic feet
SF =square feet RR = railroad
FF =front feet /AC = per acre
LF =linear feet YR = per year
CF =cubic feet GI = gross income
ROW =right of way NIBR = net income before
PSF =per square foot recapture
PLF =per linear foot GIM = gross income
NRA =net rentable area multiplier
PFF =per front foot GLA = gross leasable area
DCR =debt coverage ratio NOI = Net operating i
income
2. Highway and Street Abbreviations:
SH =State Highway St = Street
FM =Farm to Market Road Ln = Lane
US =United States Hwy Ave = Avenue
IH =Interstate Highway Blvd = Boulevard
Frwy =Freeway Cir = Circle
Expwy =Expressway Ct = Court
N =North Dr = Drive
E =East Pkwy = Parkway
S =South Pl = Place
W =West Rd = Road
C =Corner No.= Number
/S =Side Hwy = Highway
3. Appraisal Valuation Terminology:
Assessed Value: In ad valorem taxation, the value of a
property according to the tax rolls.
Exchange Value: The value, in terms of money, of real estate
in a typical market.
Going concern Value: The value created by a proven property
operation; considered a separate entity to be valued in an
established business.
Investment Value: The value of an investment to a particular
investor, based on his or her investment requirements; as
distinguished from market value, which is impersonal and
detached.
Net Present Value: The difference, if any, between the present
value of expected benefits, or positive cash flows, and the
present value of capital outlays, or negative cash flows.
Net Realizable Value: Market Value less the cost of
disposition.
Retail Lot Sales: The sale of lots to ultimate owners on a
volume basis; as distinguished from the sale of individual lost to
an intermediate owner, e.g., a merchant builder.
Sale Price: The amount of a particular purchaser agrees to pay
and a particular seller agrees to accept under the circumstances
surrounding their transaction.
Value in Use: The value of a particular property for a specific
use.
Value in Place: The amount a prudent purchaser would pay for
an item, e.g., equipment or fixtures in place; determined by the
use it contributes to the whole.
4. Other Appraisal Terminology:
Grantee: A person to whom property is transferred by deed or
to whom property rights are granted by a trust instrument or
other document.
Grantor: a person who transfers property by deed or grants
property rights through a trust instrument or other document.
Ground Lease: A lease that grants the right to use and occupy
land.
Leased Fee Estate: An ownership interest held by a landlord
with the right of use and occupancy conveyed by lease to others;
usually consists of the right to receive rent and the right to
repossession at the termination of the lease.
Leasehold Estate: The right to use and occupy real estate for
a stated term and under certain conditions conveyed by a lease.
Page 35
Lessee: One who has the right to use or occupy a property
under a lease agreement; a tenant.
Lessor: One who hold property title and conveys the right to
use and occupy the property under a lease agreement; a
landlord.
Partial Interest: Divided or undivided rights in real estate that
are less than whole.
Valuation/Evaluation: Related subjects means those
consisting primarily of direct application of appraisal theory and
technique in the appraisal process, methodology and theory
application in solving appraisal problems, and obvious in-depth
non basis, backbone appraisal applications.
Page 36
APPRAISAL
BROKERAGE &
CONSULTING CO.
C. S. (CHUCK) MULLINAX, MAI
P. O. Box 794774
DALLAS, TEXAS 75379
QUALIFICATIONS
EDUCATION
B.B.A. Degree, Midwestern University, 1964, Post Graduate Courses (‘66-67) SMU;
Appraisal Institute Courses I, II, VI and VII; Standards of Professional Practice (‘82, ‘89,
‘90); Valuation of a Going Concern (‘81); Litigation (‘82, ‘92),Standards A & B (‘97);
Standards C (‘99, ‘01);Valuation of Historic Properties (‘84); Subdivision Analysis (‘85);
Blue Prints & Commercial Construction (‘86); Real Estate Trends (‘86); FHLBB R41C
(‘87); Market Analysis (‘87); Federal Income Tax & Real Estate (‘88); Case Studies
(‘88); Reviewing Appraisals (‘90); The Appraiser's Legal Liabilities (‘92); Condemnation
(‘92); ADA (‘92); Rates, Ratios, Reasonableness (‘92); Fair Lending (‘94); ASB
Departure/Limited Reports (‘94); Effects of EMF's and Power Lines on R.E. (‘94);
Affordable Housing (‘96); Residential Forms (‘99); USPAP Standards I (03); USPAP (‘04);
New URAR (‘05); USPAP (‘07); Ethics (‘07); Business Ethics (‘07);Valuation of Green
Buildings (‘08);State Certified -General Real Estate Appraiser (thru 6/30/2015);
Certificate No. 1321048-G.
EXPERIENCE
Commercial Loan Officer and Appraiser for Southern Trust and Mortgage Company
Vice President/Real Estate Development, First Texas Financial Corporation
Real Estate Analyst and Commercial Appraiser, B. F. Saul REIT
Commercial Loan Officer and Appraiser, Southwestern Life Insurance Company
Review Appraiser and Loan Analyst, National Life Insurance Co., Montpelier, Vermont
Part-time Instructor: North Texas State (Appraisal of Real Estate)
Richland Junior College (Residential Appraising)
PROFESSIONAL AFFILIATIONS
Appraisal Institute, North Texas Chapter of AIREA ( Director)
EXPERIENCE
Includes 30+ years with a wide diversity from single-family appraisals to hospitals, high-
rise offices, hotels, regional malls and foreign time-share condominiums. Recent
emphasis on retail, medical, office complexes, and industrial. Also includes extensive
eminent domain and court testimony.
Clients
National Banks, Life Insurance Companies, Municipalities and individuals.
CURRENT STATUS
Owner of APPRAISAL, BROKERAGE & CONSULTING CO., INC.
(Founded July 1976)
REAL ESTATE APPRAISALS . PHONE (972) 380-0075 . FAX (469-789-3040)
csm_mai@yahoo.com
DEED71393
NOTICE OF CONFIDENTIALITY RIGHTS:
IF YOU ARE A NATURAL PERSON, YOU MAY REMOVE OR STRIKE ANY OF THE
FOLLOWING INFORMATION FROM THIS INSTRUMENT BEFORE IT IS FILED
FOR RECORD IN THE PUBLIC RECORDS: YOUR SOCIAL SECURITY NUMBER
OR YOUR DRIVER’S LICENSE NUMBER.
EASEMENTDEED
Date: , 2015
Grantor: Intercity Investment Properties, Inc.
Grantor’s Mailing Address: 4301 Westside Drive, Suite 100, Dallas, Texas75209
Grantee: City of University Park, Texas
Grantee’s Mailing Address (including county): 3800 University Blvd., University Park, Dallas
County, Texas 75205
Consideration: TEN AND NO/100 DOLLARS ($10.00) and other good and valuable
consideration
Property (including any improvements):A 4,573square foot tract of land described in
Attachment“A” attached hereto and made part hereof for all purposes.
Conditions: Any utility repairs, replacements or improvements within the Property will be
performed by Grantee at its cost, provided Grantor will repair any and all surface repairs at its
cost following Grantor’s work.
Grantor will not, and will not suffer or permit any other person to, leave, stand or park any motor
vehicle at any time within the Property.
Grantor, for the consideration expressed and subject to the Conditions, has GRANTED,
DEDICATED, and CONVEYED and by these presents does GRANT, DEDICATE, and
CONVEY to Grantee easements for public utility and public access purposes, including (a) the
right to erect, construct, reconstruct, install, replace, repair, operate, use, inspect, modify, remove
and maintain certain water, wastewater, natural gas, telecommunications, cable television, and/or
other public utility lines and appurtenances, together with all lines, pipes, conduits and other
facilities, equipment, improvements, and appurtenances used in connection with such said public
utilities as deemed necessary thereto by said Grantee, over, along, across, under, into and
through the Property, includingthe right of ingress, egress, and regress therein and (b) the non-
exclusive right forthe passage of pedestrians and motorized and non-motorized vehicles
(including, but not limited to, utility, law enforcement, fire, and emergency medical service
vehicles and personnel) on and across the Property, together with all and singular and rights and
appurtenances thereto in any wise belonging, to have and hold it to Grantee, Grantee’s
DEED71393
successors, or assigns forever. Grantor bind itself and its successors and assigns to warrant and
forever defend all and singular the property to Grantee and Grantee’s successors, and assigns
against every person whomsoever lawfully claiming or to claim the same or any part thereof, by,
through or under Grantors, but not otherwise, except as to the Conditions.
When the context requires, singular nouns and pronouns include the plural.
INTERCITY INVESTMENTPROPERTIES, INC.,a Texas corporation, GRANTOR
By:_______________________________________
Christopher G. Jordan, President
ACKNOWLEDGEMENTS
STATE OF TEXAS
COUNTY OF DALLAS
This instrument was acknowledged before me on the ____ day of
_______________2015,by Christopher G. Jordan, Presidentof Intercity Investment Properties,
Inc., a Texas corporation, on behalf of such corporation.
________________________________________
Notary Public, State of Texas
My Commission Expires:
____________________
AFTER RECORDING RETURN TO:
City Manager
City of University Park
3800 University Blvd.
University Park, Texas 75205
DEED71393
EXHIBIT "A"
17 foot Public Utility & Access Easement on Lot 2, Hyer Street Addition
Being a portion of Lots 7,8, 9, 10, 11 and a 10 foot alley of John S. Troth Subdivision as recorded in
Volume 5, Page 433, Map Records, Dallas County, Texas (M.R.D.C.T.), and being more particularly
described as follows:
Beginning at a point, North and a distance of 143.74 feet from the southeast corner of Lot 18 of said
Troth Subdivision;
THENCE West, for a distance of 269.00 feet to a point for corner;
THENCE North, for a distance of 17.00 feet to a point for corner;
THENCE East, for a distance of 269.00 feet to a point for corner;
THENCE South, for a distance of 17.00 feet to the POINT OF BEGINNING and containing 4,573 square
feet or 0.105 acres of land, more or less.
DEED71386
NOTICE OF CONFIDENTIALITY RIGHTS:
IF YOU ARE A NATURAL PERSON, YOU MAY REMOVE OR STRIKE ANY OF THE
FOLLOWING INFORMATION FROM THIS INSTRUMENT BEFORE IT IS FILED
FOR RECORD IN THE PUBLIC RECORDS: YOUR SOCIAL SECURITY NUMBER
OR YOUR DRIVER’S LICENSE NUMBER.
EASEMENTDEED
Date: , 2015
Grantor: Intercity Investment Properties, Inc.
Grantor’s Mailing Address: 4301 Westside Drive, Suite 100, Dallas, Texas75209
Grantee: City of University Park, Texas
Grantee’s Mailing Address (including county): 3800 University Blvd., University Park, Dallas
County, Texas 75205
Consideration: TEN AND NO/100 DOLLARS ($10.00) and other good and valuable
consideration
Property (including any improvements):A 3,018square foot tract of land described in
Attachment“A” attached hereto and made part hereof for all purposes.
Conditions: a.Any utility repairs, replacements or improvements within the Property will be
performed by Grantee at its cost, provided Grantor willrepair any and all surface restorationsat
its cost following Grantor’s work.
b. Grantor will not, and will not suffer or permit any other person to, leave, stand or park any
motor vehicle at any time within the Property.
Grantor, for the consideration expressed and subject to the Conditions, hasGRANTED,
DEDICATED, and CONVEYED and by these presents doesGRANT, DEDICATE, and
CONVEY to Grantee easementsfor public utility and public access purposes, including(a) the
right to erect, construct, reconstruct, install, replace, repair, operate, use, inspect, modify, remove
and maintain certain water, wastewater, natural gas, telecommunications, cable television, and/or
other public utility lines and appurtenances,together with all lines, pipes, conduits and other
facilities, equipment, improvements, and appurtenances used in connection with such said public
utilities as deemed necessary thereto by said Grantee, over, along, across, under, into and
through the Property, including the right of ingress, egress, and regress therein and (b) the non-
exclusive right forthe passage of pedestrians and motorized and non-motorized vehicles
(including, but not limited to, utility, law enforcement, fire, and emergency medical service
vehicles and personnel) on and across the Property, together with all and singular and rights and
appurtenances thereto in any wise belonging, to have and hold it to Grantee, Grantee’s
DEED71386
successors, or assigns forever. Grantor bind itselfand itssuccessors and assigns to warrant and
forever defend all and singular the property to Grantee and Grantee’s successors, and assigns
against every person whomsoever lawfully claiming or to claim the same or any part thereof, by,
through or under Grantors, but not otherwise, except as to the Conditions.
When the context requires, singular nouns and pronouns include the plural.
INTERCITY INVESTMENTPROPERTIES, INC.,a Texas corporation, GRANTOR
By:_______________________________________
Christopher G. Jordan, President
ACKNOWLEDGEMENTS
STATE OF TEXAS
COUNTY OF DALLAS
This instrument was acknowledged before me on the ____ day of
_______________2015,by Christopher G. Jordan, Presidentof Intercity Investment Properties,
Inc., a Texas corporation, on behalf of such corporation.
________________________________________
Notary Public, State of Texas
My Commission Expires:
____________________
AFTER RECORDING RETURN TO:
City Manager
City of University Park
3800 UniversityBlvd.
University Park, Texas 75205
DEED71386
EXHIBIT "A"
17 foot Public Utility & Access Easement on Lot 1, Hyer Street Addition
Being a portion of Lots 9, 10, 11, 18, 19 and 20 and a 10 foot alley of Troth & Boswell's 2nd
Resubdivision of Lots 9 to 20, Inclusive, Block 1 of Preston Heights Addition as recorded in Volume 5,
Page 373, Map Records, Dallas County, Texas (M.R.D.C.T.), and being more particularly described as
follows:
Beginning at a point, South and a distance of 120.00 feet from the northeast corner of said Lot 11;
THENCE South, for a distance of 36.00 feet to a point at the beginning of a curve to the left with has a
central angle of 86°58’03”, a radius of 10.02 feet, and a chord which bears N 46°28'08" W, for a distance
of 13.79 feet;
THENCE along said curve to the left, an arc distance of 15.21 feet to a point for corner;
THENCE West, for a distance of 165.00 feetto a point for corner;
THENCE North, for a distance of 17.00 feet to a point for corner;
THENCE East, for a distance of 165.00 feet to a point at the beginning of a curve to the left with has a
central angle of 86°56’07”, a radius of 10.02 feet, and a chord which bears N 46°27'17" E, for a distance
of 13.79 feet;
THENCE along said curve to the left, an arc distance of 15.20 feet to the POINT OF BEGINNING and
containing 3,018 square feet or 0.069 acres of land, more or less.
3800 UNIVERSITY BOULEVARD UNIVERSITY PARK, TEXAS 75205 TELEPHONE (214) 363-1644
C:\Users\GRANIC~1\AppData\Local\Temp\BCL Technologies\easyPDF 7\@BCL@940543C3\@BCL@940543C3.docx 9:34 PM 04/30/15
AGENDA MEMO
5/5/2015Agenda
TO:Honorable Mayor and City Council
FROM:Gene R. Smallwood, P.E.; Director Public Works
SUBJECT:Bids–Hillcrest Traffic Signals
BACKGROUND:
Advertisements were placed in the Park Cities News on April 9th and April 16th soliciting
bids for construction of traffic signals at the following intersections:
Hillcrest @ Milton
Hillcrest at University
Hillcrest @ McFarlin
Hillcrest @ Asbury
Hillcrest @ Granada
Hillcrest @ Binkley
The attached tabulation spreadsheet provides details for the bids received from two
contractors. The lowest responsive, responsible bid was submitted by Durable
Specialtiesin the amount of $$650,000. Staff reviewed references and work experience
and recommends approval of the Durable Specialtiesbid. The project is identified and
funded in the Capital Project Fund’s 5-year plan.
RECOMMENDATION:
Staff recommends that the City Council approvethe Durable Specialties bidin the
amount of $650,000, and authorize the City Manager to execute a contract for the work.
TrafficSignalImprovementsatVariousLocations
ProjectNo.49500
UnitTotalUnitTotal
QuantityUnitDescriptionAmountAmountAmountAmount
110489SY
RemoveExisting4"+/-ReinforcedConcrete
Sidewalk $80.00$7,120.00$60.00$5,340.00
210455LF
RemoveExisting6"+/-ReinforcedConcreteCurb
&Gutter $15.00$825.00$40.00$2,200.00
3416112LF
DrillShaft(TrfSigPole)(24In)Class"C",6Sack,
3600Psi@28Days $150.00$16,800.00$125.00$14,000.00
441648LF
DrillShaft(TrfSigPole)(30In)Class"C",6Sack,
3600Psi@28Days $180.00$8,640.00$185.00$8,880.00
5416112LF
DrillShaft(TrfSigPole)(36In)Class"C",6Sack,
3600Psi@28Days $190.00$21,280.00$190.00$21,280.00
641666LF
DrillShaft(TrfSigPole)(48In)Class"C",6Sack,
3600Psi@28Days $235.00$15,510.00$230.00$15,180.00
75001LS Mobilization $13,475.00$13,475.00$76,785.00$76,785.00
85021LS Barricades,Signs,AndTrafficHandling $5,500.00$5,500.00$7,500.00$7,500.00
9529258LF
6"CONCRETECURBClass"A",5Sack,3000
PSI@28Days(MonolithicwithSidewalk)$16.00$4,128.00$35.00$9,030.00
1052915LF
30"ReinforcedConcrete6"Curb&GutterClass
"C",6Sack,4000PSI@28Days $24.00$360.00$40.00$600.00
1153197SY
4"ReinforcedConcreteSidewalkClass"A",5
Sack,3000PSI@28Days $215.00$20,855.00$485.00$47,045.00
126181400LF Conduit(PVC)(Schd40)(2")(Gray-Electrical)$10.00$14,000.00$6.00$8,400.00
13618275LF
Conduit(PVC)(Schd40)(2")(Bored)(Gray-
Electrical)$16.00$4,400.00$17.00$4,675.00
14618425LF Conduit(PVC)(Schd40)(3")(Gray-Electrical)$11.00$4,675.00$7.00$2,975.00
RoadwaySolutions
SECTION1-TrafficSignalImprovementsAlongHillcrestatVarious
Locations
DurableSpecialites
Item
No.
P4A-1
TrafficSignalImprovementsatVariousLocations
ProjectNo.49500
UnitTotalUnitTotal
QuantityUnitDescriptionAmountAmountAmountAmount
RoadwaySolutionsDurableSpecialites
Item
No.
156181580LF
Conduit(PVC)(Schd40)(3")(Bored)(Gray-
Electrical)$18.00$28,440.00$24.00$37,920.00
16618120LF Conduit(PVC)(Schd40)(4")(Gray-Electrical)$12.00$1,440.00$8.00$960.00
176180LF
Conduit(PVC)(Schd40)(4")(Bored)(Gray-
Electrical)$0.00$0.00$0.00$0.00
186203970LF ElecCondr(No.6)Insulated $1.00$3,970.00$0.65$2,580.50
196204015LF ElecCondr(No.6)Ground $1.00$4,015.00$0.60$2,409.00
206211575LF TrayCable(3Condr)(12Awg)-Lum $1.00$1,575.00$1.50$2,362.50
21621+1836LF TrayCable(4Condr)(20Awg)$1.00$1,836.00$2.00$3,672.00
2262431EA GroundBox(TypeD)(162992)W/Apron $730.00$22,630.00$400.00$12,400.00
236285EA
ElectricalMeterPedestalElcSrtTyD120/240
060(NS)SS(E)PS(U)$5,000.00$25,000.00$4,750.00$23,750.00
24636+8EA AluminumSigns $150.00$1,200.00$200.00$1,600.00
256440EA
InstallSmallRoadSignSupportAndAssembly
TYS80(1)SA(P)$0.00$0.00$0.00$0.00
266566EA TrafficSignalControllerCabinetFoundation $2,000.00$12,000.00$1,450.00$8,700.00
276806EA InstallationOfHighwayTrafficSignal $3,000.00$18,000.00$7,500.00$45,000.00
2868242EA Backplate(12In)(3Sec)$90.00$3,780.00$70.00$2,940.00
P4A-2
TrafficSignalImprovementsatVariousLocations
ProjectNo.49500
UnitTotalUnitTotal
QuantityUnitDescriptionAmountAmountAmountAmount
RoadwaySolutionsDurableSpecialites
Item
No.
296827EA Backplate(12In)(4Sec)$100.00$700.00$80.00$560.00
306820EA Backplate(12In)(5Sec)$0.00$0.00$0.00$0.00
316827EA VehicleSignalSection(12In)Led(RedArrow)$245.00$1,715.00$245.00$1,715.00
3268242EA VehicleSignalSection(12In)Led(Red)$245.00$10,290.00$245.00$10,290.00
336827EA VehicleSignalSection(12In)Led(GreenArrow)$245.00$1,715.00$245.00$1,715.00
3468242EA VehicleSignalSection(12In)Led(Green)$245.00$10,290.00$245.00$10,290.00
3568214EA VehicleSignalSection(12In)Led(YellowArrow)$245.00$3,430.00$245.00$3,430.00
3668242EA VehicleSignalSection(12In)Led(Yellow)$245.00$10,290.00$245.00$10,290.00
3768243EA PedestrianSignalSectionLed(Countdown)$500.00$21,500.00$245.00$10,535.00
386841880LF TrafficSignalCable(TyA)(14Awg)(5Condr)$1.00$1,880.00$1.00$1,880.00
396841648LF TrafficSignalCable(TyA)(14Awg)(7Condr)$1.00$1,648.00$1.50$2,472.00
406841555LF TrafficSignalCable(TyA)(14Awg)(10Condr)$2.00$3,110.00$2.00$3,110.00
416841190LF TrafficSignalCable(TyA)(14Awg)(16Condr)$3.00$3,570.00$3.00$3,570.00
42684575LF TrafficSignalCable(TyA)(14Awg)(20Condr)$4.00$2,300.00$4.00$2,300.00
P4A-3
TrafficSignalImprovementsatVariousLocations
ProjectNo.49500
UnitTotalUnitTotal
QuantityUnitDescriptionAmountAmountAmountAmount
RoadwaySolutionsDurableSpecialites
Item
No.
4368616EA PedestrianPoleAssembly $1,000.00$16,000.00$800.00$12,800.00
446861EA PedestrianPoleAssembly(PushButtonOnly)$750.00$750.00$750.00$750.00
456861EA
InstallTrafficSignalPoleAssembly(S)1Arm
(24')(ILSN)$7,500.00$7,500.00$7,190.00$7,190.00
466862EA
InstallTrafficSignalPoleAssembly(S)1Arm
(28')(ILSN)$8,000.00$16,000.00$7,600.00$15,200.00
476861EA
InstallTrafficSignalPoleAssembly(S)1Arm
(28')(LUM&ILSN)$9,500.00$9,500.00$8,250.00$8,250.00
486862EA
InstallTrafficSignalPoleAssembly(S)1Arm
(40')(LUM&ILSN)$10,500.00$21,000.00$10,200.00$20,400.00
496861EA
InstallTrafficSignalPoleAssembly(S)1Arm
(48')(LUM&ILSN)$12,000.00$12,000.00$11,000.00$11,000.00
506861EA
InstallTrafficSignalPoleAssembly(S)1Arm
(50')(LUM&ILSN)$29,000.00$29,000.00$26,500.00$26,500.00
516861EA
InstallTrafficSignalPoleAssembly(S)1Arm
(55')(LUM&ILSN)$30,000.00$30,000.00$27,500.00$27,500.00
526861EA
InstallTrafficSignalPoleAssembly(S)2Arm(36'-
24')(ILSN)$11,000.00$11,000.00$11,000.00$11,000.00
P4A-4
TrafficSignalImprovementsatVariousLocations
ProjectNo.49500
UnitTotalUnitTotal
QuantityUnitDescriptionAmountAmountAmountAmount
RoadwaySolutionsDurableSpecialites
Item
No.
536861EA
InstallTrafficSignalPoleAssembly(S)2Arm(36'-
28')(LUM&ILSN)$12,000.00$12,000.00$11,100.00$11,100.00
546861EA
InstallTrafficSignalPoleAssembly(S)2Arm(40'-
36')(LUM&ILSN)$15,000.00$15,000.00$14,200.00$14,200.00
556862EA
InstallTrafficSignalPoleAssembly(S)2Arm(44'-
28')(LUM&ILSN)$15,000.00$30,000.00$14,100.00$28,200.00
566861EA
InstallTrafficSignalPoleAssembly(S)2Arm(50'-
36')(LUM&ILSN)$32,000.00$32,000.00$30,000.00$30,000.00
5768843EA PedestrianPushbuttons $355.00$15,265.00$200.00$8,600.00
5869011EA InstallLuminaireHead $715.00$7,865.00$625.00$6,875.00
596006575LF CoaxialCable $4.00$2,300.00$2.00$1,150.00
6060076LS RemovingTrafficSignals $2,200.00$13,200.00$3,000.00$18,000.00
61+6EA ControllerAndCabinet $1,800.00$10,800.00$1,500.00$9,000.00
62+6EA VideoDetectorSystem(Multi-ChannelSystem)$250.00$1,500.00$50.00$300.00
63+21EA VideoDetectorSystem(Camera)$250.00$5,250.00$250.00$5,250.00
64+2313LF VideoPowerCable $1.00$2,313.00$3.00$6,939.00
65+6EA BatteryBackupSystem $500.00$3,000.00$350.00$2,100.00
P4A-5
TrafficSignalImprovementsatVariousLocations
ProjectNo.49500
UnitTotalUnitTotal
QuantityUnitDescriptionAmountAmountAmountAmount
RoadwaySolutionsDurableSpecialites
Item
No.
66+5EA
EmergencyPre-Emption-1ChannelDetector
Unit $200.00$1,000.00$200.00$1,000.00
67+8EA
EmergencyPre-Emption-2ChannelDetector
Unit $200.00$1,600.00$200.00$1,600.00
68+6EA
EmergencyPre-Emption-4Channel
DescriminatorUnit $150.00$900.00$50.00$300.00
69-18EA
Barrier-FreeRamps(AdaCompliant)(BrickToBe
SuppliedByCityOfUniversityPark)$75.00$1,350.00$400.00$7,200.00
706212765LF TrayCable(3Condr)(12Awg)-(ILSN)$1.00$2,765.00$2.00$5,530.00
BASEBIDTOTALS $644,750.00$728,275.00
71+21EAInstallIlluminatedStreetNameSign(S)(ILSN)$250.00$5,250.00$300.00$6,300.00
BASEBIDW\ADDITIVEALTERNATIVE $650,000.00$734,575.00
AdditiveAlternative
P4A-6
3800 UNIVERSITY BOULEVARD UNIVERSITY PARK, TEXAS 75205 TELEPHONE (214) 363-1644
P:\Agenda Packets\975_City Council_5_5_2015\0006_1_Staff Report.docx 3:50 PM 10/20
AGENDA MEMO
5/5/2015 Agenda
TO: Honorable Mayor and City Council
FROM: Dale Harwell, Director of Information Services
SUBJECT: Purchase of Voice Over Internet Protocol (VOIP) Telephone System
BACKGROUND:
In 2000, the City installed the Nortel Meridian Option 61C telephone system. Due to its
age, this legacy system presents a challenge when locating replacement parts or
obtaining service to provide ongoing maintenance. In addition, technological advances
in unified communication are not available for this system. Upon considering these
challenges and with the desire to improve communication, staff obtained funding in the
FY15 Capital Projects budget to replace the existing telephone system.
Staff recognized the benefits of utilizing an external subject matter expert and contracted
with Protecht Management Group in October 2014 to assist with this project. After
obtaining technical requirements by conducting interviews with employees, Protecht
partnered with Information Services and Finance staff to author the request for proposals
(RFP). This document was published in February 2015 and eight proposals were
received. Staff scored and ranked the proposals based on the selection criteria stated in
the RFP and identified Co-Nexus, a Mitel reseller, as the finalist. Recently, an employee
group visited the regional office of Mitel to view a product demonstration. This group
unanimously supports the implementation of a new Mitel telephone system. The first
year cost for the new system with 3% contingency is $161,988 which includes
maintenance and software assurance. Because the City participates with the National
Joint Powers Alliance (NJPA) cooperative, a 38% discount off of manufacturer’s list price
has been provided. Staff is also seeking approval of an additional $66,264 for
maintenance and software assurance for years 2-5 that would be paid out of
departmental annual operating budgets. The total request amount to cover the first five
years of the contract with Co-Nexus is $228,252.
RECOMMENDATION:
Information Services staff recommends the purchase of hardware, software and services
from Co-Nexus to facilitate the implementation of a new Mitel VOIP telephone system.
3800 UNIVERSITY BOULEVARD UNIVERSITY PARK, TEXAS 75205 TELEPHONE (214) 363-1644
C:\Users\GRANIC~1\AppData\Local\Temp\BCL Technologies\easyPDF 7\@BCL@F4054D8D\@BCL@F4054D8D.docx 12:36 PM 05/01/15
AGENDA MEMO
5/5/2015Agenda
TO:Honorable Mayor and City Council
FROM:Dale Harwell, Director of Information Services
SUBJECT:Approval of Microsoft Enterprise Agreement
BACKGROUND:
The City currently utilizes older versions of Microsoft products (i.e. Office 2007, Windows
7desktopoperating system, MS Server 2008, MS SQL Server 2008) and it is necessary
at this time to upgrade to current versions. This request will provide the latest version of
the Office productivity suite (Office 2013), the desktop operating system, and MS
Server/SQL Server for the OSSI and New World Systems servers.
Historically, the City has purchased “select” software licenses fromMicrosoft for the
Office productivity suite, server operating system, and SQL server. The Windows
operating system for desktop PC’s has been purchased as an OEM license through Dell
Computer as a bundled component when acquiring the PC. Staff has considered the
benefits of the Microsoft Enterprise Agreement (EA) and is recommending that this
method be used for the purchase of these productsgoing forward. With the Microsoft
EA, the City will pay for the cost of the licenses over a three year period. Inaddition, the
City is obtaining “software assurance” which will allow access to the latest version of
these products as they become available. The annual cost for the licenses is
$73,805.84. Staff is requesting approval of a three year agreement that has a total value
of $221,417.52.
This purchase will be through the State of Texas Department of Information Resources
(DIR) contract that has beenawarded to SHI Government Solutions (DIR-SDD-2503)as
the reseller of Microsoft products.
RECOMMENDATION:
Information Services staff recommends the approval of the 3 year Microsoft Enterprise
Agreement and the purchase of Microsoft products through SHI Government Solutions.
Pricing Proposal
Quotation #: 9535444
Created On: 4/17/2015
Valid Until: 4/30/2015
City of University Park IAE
Ken Irvin
3800 University Blvd.
University Park, TX 75205
United States
Phone: (214) 987-5390
Fax:
Email:kirvin@uptexas.org
Andrew Baicher
290 Davidson Avenue
Somerset, NJ 08873
Phone: 732-564-8538
Fax:800-477-6479
Email:Andrew_Baicher@shi.com
All Prices are in US Dollar (USD)
Product Qty Your Price Total
1 Microsoft Core CAL - License & software assurance - 1 user CAL - Platform -
Enterprise - All Languages
Microsoft - Part#: W06-01066
Note: Year 1
250 $68.31 $17,077.50
2 Microsoft Office Professional Plus - License & software assurance - 1 PC -
Enterprise - Win - All Languages
Microsoft - Part#: 269-12445
Note: Year 1
200 $148.14 $29,628.00
3 WinEntforSAwMDOP ALNG UpgrdSAPk MVL Pltfrm
Microsoft - Part#: CX2-00094
Note: Year 1
200 $48.56 $9,712.00
4 Microsoft Windows Server Datacenter Edition - License & software assurance - 2
processors - EDU - Campus, School, Enterprise, Select, Select Plus - All Languages
Microsoft - Part#: P71-07280
Note: Year 1
4 $2,320.03 $9,280.12
5 Microsoft SQL Server Standard Core Edition - License & software assurance - 2
cores - Enterprise, Select, SPLA, Select Plus - Win - All Languages
Microsoft - Part#: 7NQ-00302
Note: Year 1
6 $1,351.37 $8,108.22
6 Microsoft Core CAL - License & software assurance - 1 user CAL - Platform -
Enterprise - All Languages
Microsoft - Part#: W06-01066
Note: Year 2
250 $68.31 $17,077.50
7 Microsoft Office Professional Plus - License & software assurance - 1 PC -
Enterprise - Win - All Languages
Microsoft - Part#: 269-12445
Note: Year 2
200 $148.14 $29,628.00
8 WinEntforSAwMDOP ALNG UpgrdSAPk MVL Pltfrm
Microsoft - Part#: CX2-00094
200 $48.56 $9,712.00
Note: Year 2
9 Microsoft Windows Server Datacenter Edition - License & software assurance - 2
processors - EDU - Campus, School, Enterprise, Select, Select Plus - All Languages
Microsoft - Part#: P71-07280
Note: Year 2
4 $2,320.03 $9,280.12
10 Microsoft SQL Server Standard Core Edition - License & software assurance - 2
cores - Enterprise, Select, SPLA, Select Plus - Win - All Languages
Microsoft - Part#: 7NQ-00302
Note: Year 2
6 $1,351.37 $8,108.22
11 Microsoft Core CAL - License & software assurance - 1 user CAL - Platform -
Enterprise - All Languages
Microsoft - Part#: W06-01066
Note: Year 3
250 $68.31 $17,077.50
12 Microsoft Office Professional Plus - License & software assurance - 1 PC -
Enterprise - Win - All Languages
Microsoft - Part#: 269-12445
Note: Year 3
200 $148.14 $29,628.00
13 WinEntforSAwMDOP ALNG UpgrdSAPk MVL Pltfrm
Microsoft - Part#: CX2-00094
Note: Year 3
200 $48.56 $9,712.00
14 Microsoft Windows Server Datacenter Edition - License & software assurance - 2
processors - EDU - Campus, School, Enterprise, Select, Select Plus - All Languages
Microsoft - Part#: P71-07280
Note: Year 3
4 $2,320.03 $9,280.12
15 Microsoft SQL Server Standard Core Edition - License & software assurance - 2
cores - Enterprise, Select, SPLA, Select Plus - Win - All Languages
Microsoft - Part#: 7NQ-00302
Note: Year 3
6 $1,351.37 $8,108.22
Total $221,417.52
Additional Comments
Please reference DIR-SDD-2503
Thank You for choosing SHI-GS! To ensure the best level of service, please provide End User Name, Phone Number, and E-Mail
Address when submitting a Purchase Order. For any additional information including Hardware and Software Contract Numbers,
please contact an SHI-GS Sales Representative at 800-870-6079.
The Products offered under this proposal are subject to the SHI Return Policy posted at www.shi.com/returnpolicy, unless there is
an existing agreement between SHI and the Customer.
EA2014EnrGov(US)SLG(ENG)(Nov2014)Page 1 of 10
Document X20-10632
Enterprise Enrollment State and Local
Enterprise Enrollment number
(Microsoft to complete)Proposal ID/Framework ID
Previous Enrollment number
(Reseller to complete)
Earliest expiring previous
Enrollment end date 1
This Enrollment must be attached to a signature form to be valid.
This Microsoft Enterprise Enrollment is entered into between the entities as identified in the signature
form as of the effective date.Enrolled Affiliate represents and warrants it is the same Customer, or an
Affiliate of the Customer, that entered into the Enterprise Agreement identified on the program signature
form.
qÜáë=båêçääãÉåí=Åçåëáëíë=çÑW=ENF=íÜÉëÉ=íÉêãë=~åÇ=ÅçåÇáíáçåëI=EOF=íÜÉ=íÉêãë=çÑ=íÜÉ=båíÉêéêáëÉ=^ÖêÉÉãÉåí=
áÇÉåíáÑáÉÇ=çå=íÜÉ=ëáÖå~íìêÉ=ÑçêãI=EPF=íÜÉ=mêçÇìÅí=pÉäÉÅíáçå=cçêãI=EQF=~åó=ëìééäÉãÉåí~ä=Åçåí~Åí=áåÑçêã~íáçå=
Ñçêã=çê=mêÉîáçìë=^ÖêÉÉãÉåíLbåêçääãÉåí=Ñçêã=íÜ~í=ã~ó=ÄÉ=êÉèìáêÉÇI=ERF=~åó=çêÇÉê=ëìÄãáííÉÇ=ìåÇÉê=íÜáë=
båêçääãÉåíK=qÜáë=båêçääã Éåí=ã~ó=çåäó=ÄÉ=ÉåíÉêÉÇ=áåíç=ìåÇÉê=~=OMNN=çê=ä~íÉê=båíÉêéêáëÉ=^ÖêÉÉãÉåíK==_ó=
ÉåíÉêáåÖ=áåíç=íÜáë=båêçääãÉåíI=båêçääÉÇ=^ÑÑáäá~íÉ=~ÖêÉÉë=íç=ÄÉ=ÄçìåÇ=Äó=íÜÉ=íÉêãë=~åÇ=ÅçåÇáíáçåë=çÑ=íÜÉ=
båíÉêéêáëÉ=^ÖêÉÉãÉåíK
^ää=íÉêãë=ìëÉÇ=Äìí=åçí=ÇÉÑáåÉÇ=~êÉ=äçÅ~íÉÇ=~í=ÜííéWLLïïïKãáÅêçëçÑíKÅçãLäáÅÉåëáåÖLÅçåíê~ÅíëK=få=íÜÉ=ÉîÉåí=çÑ=
~åó=ÅçåÑäáÅí=íÜÉ=íÉêãë=çÑ=íÜáë=^ÖêÉÉãÉåí=ÅçåíêçäK
Effective date.fÑ=båêçääÉÇ=^ÑÑáäá~íÉ=áë=êÉåÉïáåÖ=pçÑíï~êÉ=^ëëìê~åÅÉ=çê=pìÄëÅêáéíáçå=iáÅÉåëÉë=Ñêçã=çåÉ=çê=
ãçêÉ=éêÉîáçìë=båêçääãÉåíë=çê=~ÖêÉÉãÉåíëI=íÜÉå=íÜÉ=ÉÑÑÉÅíáîÉ=Ç~íÉ=ïáää=ÄÉ=íÜÉ=Ç~ó=~ÑíÉê=íÜÉ=Ñáêëí=éêáçê=
båêçääãÉåí=çê=~ÖêÉÉãÉåí=ÉñéáêÉë=çê=íÉêãáå~íÉëK=líÜÉêïáëÉI=íÜÉ=ÉÑÑÉÅíáîÉ=Ç~íÉ=ïáää=ÄÉ=íÜÉ=Ç~íÉ=íÜáë=
båêçääãÉåí=áë=~ÅÅÉéíÉÇ=Äó=jáÅêçëçÑíK=^åó=êÉÑÉêÉåÅÉ=íç=?~ååáîÉêë~êó=Ç~íÉ?=êÉÑÉêë=íç=íÜÉ=~ååáîÉêë~êó=çÑ=íÜÉ=
ÉÑÑÉÅíáîÉ=Ç~íÉ=É~ÅÜ=óÉ~ê=íÜáë=båêçääãÉåí=áë=áå=ÉÑÑÉÅíK
Term. qÜÉ=áåáíá~ä=íÉêã=çÑ=íÜáë=båêçääãÉåí=ïáää=ÉñéáêÉ=çå=íÜÉ=ä~ëí=Ç~ó=çÑ=íÜÉ=ãçåíÜI=PS=Ñìää=Å~äÉåÇ~ê=ãçåíÜë=
Ñêçã=íÜÉ=ÉÑÑÉÅíáîÉ=Ç~íÉ çÑ=íÜÉ=áåáíá~ä=íÉêã K==fÑ=íÜÉ=båêçääãÉåí=áë=êÉåÉïÉÇI=íÜÉ=êÉåÉï~ä=íÉêã=ïáää=ÉñéáêÉ=PS=Ñìää=
Å~äÉåÇ~ê=ãçåíÜë=~ÑíÉê=íÜÉ=ÉÑÑÉÅíáîÉ=Ç~íÉ=çÑ=íÜÉ=êÉåÉï ~ä=íÉêãK=^åó=êÉÑÉêÉåÅÉ=áå=íÜáë=båêçääãÉåí=íç=?Ç~ó?=ïáää=
ÄÉ=~=Å~äÉåÇ~ê=Ç~óK
Product order. qÜÉ oÉëÉääÉê=ïáää=éêçîáÇÉ=båêçääÉÇ=^ÑÑáäá~íÉ=ïáíÜ=båêçääÉÇ=^ÑÑáäá~íÉ?ë=mêçÇìÅí=éêáÅáåÖ=~åÇ=
çêÇÉêK=mêáÅÉë=~åÇ=ÄáääáåÖ=íÉêãë=Ñçê=~ää=mêçÇìÅíë=çêÇÉêÉÇ=ïáää=ÄÉ=ÇÉíÉêãáåÉÇ=Äó=~ÖêÉÉãÉåí=ÄÉíïÉÉå=båêçääÉÇ=
^ÑÑáäá~íÉ=~åÇ=íÜÉ=oÉëÉääÉêK=qÜÉ=oÉëÉääÉê=ïáää=éêçîáÇÉ=jáÅêçëçÑí=ïáíÜ=íÜÉ=çêÇÉê=ëÉé~ê~íÉäó=Ñêçã=íÜáë=
båêçääãÉåíK
Terms and Conditions
1.Definitions.
qÉêãë=ìëÉÇ=Äìí=åçí=ÇÉÑáåÉÇ=áå=íÜáë=båêçääãÉåí=ïáää=Ü~îÉ=íÜÉ=ÇÉÑáåáíáçå=áå=íÜÉ=båíÉêéêáëÉ=^ÖêÉÉãÉåíK==qÜÉ=
ÑçääçïáåÖ=ÇÉÑáåáíáçåë=~êÉ=ìëÉÇ=áå=íÜáë=båêçääãÉåíW
?^ÇÇáíáçå~ä=mêçÇìÅí?=ãÉ~åë=~åó=mêçÇìÅí=áÇÉåíáÑáÉÇ=~ë=ëìÅÜ=áå=íÜÉ=mêçÇìÅí=iáëí=~åÇ=ÅÜçëÉå=Äó=båêçääÉÇ=
^ÑÑáäá~íÉ=ìåÇÉê=íÜáë=båêçääãÉåíK
b^OMNQbåêdçîErpFpidEbkdFEkçîOMNQF m~ÖÉ=OçÑ=NM
açÅìãÉåí=uOMJNMSPO
?båíÉêéêáëÉ=låäáåÉ=pÉêîáÅÉ?=ãÉ~åë=~åó=låäáåÉ=pÉêîáÅÉ=ÇÉëáÖå~íÉÇ=~ë=~å=båíÉêéêáëÉ=låäáåÉ=pÉêîáÅÉ=áå=íÜÉ=
mêçÇìÅí=iáëí=~åÇ=ÅÜçëÉå=Äó=båêçääÉÇ=^ÑÑáäá~íÉ=ìåÇÉê=íÜáë=båêçääãÉåíK==båíÉêéêáëÉ=låäáåÉ=pÉêîáÅÉë=~êÉ=
íêÉ~íÉÇ=~ë=låäáåÉ=pÉêîáÅÉëI=ÉñÅÉéí=~ë=åçíÉÇK
?båíÉêéêáëÉ=mêçÇìÅí?=ãÉ~åë=~åó=aÉëâíçé=mä~íÑçêã=mêçÇìÅí=íÜ~í=jáÅêçëçÑí=ÇÉëáÖå~íÉë=~ë=~å=båíÉêéêáëÉ=
mêçÇìÅí=áå=íÜÉ=mêçÇìÅí=iáëí=~åÇ=ÅÜçëÉå=Äó=båêçääÉÇ=^ÑÑáäá~íÉ=ìåÇÉê=íÜáë=båêçääãÉåíK==båíÉêéêáëÉ=mêçÇìÅíë=
ãìëíÄÉ=äáÅÉåëÉÇ=Ñçê=~ää=nì~äáÑáÉÇ=aÉîáÅÉë=~åÇ=nì~äáÑáÉÇ=rëÉêë=çå=~å=båíÉêéêáëÉJïáÇÉ=Ä~ëáë=ìåÇÉê=íÜáë=
éêçÖê~ãK
?bñéáê~íáçå=a~íÉ?=ãÉ~åë=íÜÉ=Ç~íÉ=ìéçå=ïÜáÅÜ=íÜÉ=båêçääãÉåí=ÉñéáêÉëK
?fåÇìëíêó=aÉîáÅÉ?=E~äëç=âåçïå=~ë=äáåÉ=çÑ=ÄìëáåÉëë=ÇÉîáÅÉF=ãÉ~åë=~åó=ÇÉîáÅÉ=íÜ~íW=ENF=áë=åçí=ìëÉ~ÄäÉ=áå=áíë=
ÇÉéäçóÉÇ=ÅçåÑáÖìê~íáçå=~ë=~=ÖÉåÉê~ä=éìêéçëÉ=éÉêëçå~ä=ÅçãéìíáåÖ=ÇÉîáÅÉ=EëìÅÜ=~ë=~=éÉêëçå~ä=ÅçãéìíÉêFI=
~=ãìäíáJÑìåÅíáçå=ëÉêîÉêI=çê=~=ÅçããÉêÅá~ääó=îá~ÄäÉ=ëìÄëíáíìíÉ=Ñçê=çåÉ=çÑ=íÜÉëÉ=ëóëíÉãëX=~åÇ=EOF=çåäó=Éãéäçóë=
~å=áåÇìëíêó=çê=í~ëâJëéÉÅáÑáÅ=ëçÑíï~êÉ=éêçÖê~ã=EÉKÖK=~=ÅçãéìíÉêJ~áÇÉÇ=ÇÉëáÖå=éêçÖê~ã=ìëÉÇ=Äó=~å=~êÅÜáíÉÅí=
çê=~=éçáåí=çÑ=ë~äÉ=éêçÖê~ãF=E?fåÇìëíêó=mêçÖê~ã?FK==qÜÉ=ÇÉîáÅÉ=ã~ó=áåÅäìÇÉ=ÑÉ~íìêÉë=~åÇ=ÑìåÅíáçåë=ÇÉêáîÉÇ=
Ñêçã=jáÅêçëçÑí=ëçÑíï~êÉ=çê=íÜáêÇJé~êíó=ëçÑíï~êÉK==fÑ=íÜÉ=ÇÉîáÅÉ=éÉêÑçêãë=ÇÉëâíçé=ÑìåÅíáçåë=EëìÅÜ=~ë=Éã~áäI=
ïçêÇ=éêçÅÉëëáåÖI=ëéêÉ~ÇëÜÉÉíëI=Ç~í~Ä~ëÉI=åÉíïçêâ=çê=fåíÉêåÉí=ÄêçïëáåÖI=çê=ëÅÜÉÇìäáåÖI=çê=éÉêëçå~ä=
Ñáå~åÅÉFI=íÜÉå=íÜÉ=ÇÉëâíçé=ÑìåÅíáçåëW=ENF=ã~ó=çåäó=ÄÉ=ìëÉÇ=Ñçê=íÜÉ=éìêéçëÉ=çÑ=ëìééçêíáåÖ=íÜÉ=fåÇìëíêó=
mêçÖê~ã=ÑìåÅíáçå~äáíóX=~åÇ=EOF=ãìëí=ÄÉ=íÉÅÜåáÅ~ääó=áåíÉÖê~íÉÇ=ïáíÜ=íÜÉ=fåÇìëíêó=mêçÖê~ã=çê=Éãéäçó=
íÉÅÜåáÅ~ääó=ÉåÑçêÅÉÇ=éçäáÅáÉë=çê=~êÅÜáíÉÅíìêÉ=íç=çéÉê~íÉ=çåäó=ïÜÉå=ìëÉÇ=ïáíÜ=íÜÉ=fåÇìëíêó=mêçÖê~ã=
ÑìåÅíáçå~äáíóK
?iCp^?=ãÉ~åë=~=iáÅÉåëÉ=ïáíÜ=pçÑíï~êÉ=^ëëìê~åÅÉ=Ñçê=~åó=mêçÇìÅí=çêÇÉêÉÇK
?nì~äáÑáÉÇ=aÉîáÅÉ?=ãÉ~åë=~åó=ÇÉîáÅÉ=íÜ~í=áë=ìëÉÇ=Äó=çê=Ñçê=íÜÉ=ÄÉåÉÑáí=çÑ=båêçääÉÇ=^ÑÑáäá~íÉ?ë=båíÉêéêáëÉ=~åÇ=
áëW=ENF=~=éÉêëçå~ä=ÇÉëâíçé=ÅçãéìíÉêI=éçêí~ÄäÉ=ÅçãéìíÉêI=ïçêâëí~íáçåIçê=ëáãáä~ê=ÇÉîáÅÉ=Å~é~ÄäÉ=çÑ=êìååáåÖ=
táåÇçïë=mêçÑÉëëáçå~ä=äçÅ~ääó=Eáå=~=éÜóëáÅ~ä=çê=îáêíì~ä=çéÉê~íáåÖ=ëóëíÉã=ÉåîáêçåãÉåíFI=lo=EOF=~=ÇÉîáÅÉ=
ìëÉÇ=íç=~ÅÅÉëë=~=îáêíì~ä=ÇÉëâíçé=áåÑê~ëíêìÅíìêÉ=E?saf?FKK==nì~äáÑáÉÇ=aÉîáÅÉë=Çç=åçí=áåÅäìÇÉ~åó=ÇÉîáÅÉ=íÜ~í=
áëW=ENF=ÇÉëáÖå~íÉÇ=~ë=~=ëÉêîÉê=~åÇ=åçí=ìëÉÇ=~ë=~=éÉêëçå~ä=ÅçãéìíÉêI=lo=EOF=~å=fåÇìëíêó=aÉîáÅÉI=lo=EPF=
åçí=ã~å~ÖÉÇ=E~ë=ÇÉÑáåÉÇ=áå=íÜÉ=mêçÇìÅí=iáëí=~í=íÜÉ=ëí~êí=çÑ=íÜÉ=~ééäáÅ~ÄäÉ=áåáíá~ä=çê=êÉåÉï~ä=íÉêã=çÑ=íÜÉ=
båêçääãÉåíF=~ë=é~êí=çÑ=båêçääÉÇ=^ÑÑáäá~íÉ?ë=båíÉêéêáëÉK=^í=áíë=çéíáçåI=íÜÉ=båêçääÉÇ=^ÑÑáäá~íÉ=ã~ó=ÇÉëáÖå~íÉ=~åó=
ÇÉîáÅÉ=ÉñÅäìÇÉÇ=~ÄçîÉ=EÉKÖKI=fåÇìëíêó=aÉîáÅÉF=íÜ~í=áë=ìëÉÇ=Äó=çê=Ñçê=íÜÉ=ÄÉåÉÑáí=çÑ=íÜÉ=båêçääÉÇ=^ÑÑáäá~íÉ?ë=
båíÉêéêáëÉ=~ë=~=nì~äáÑáÉÇ=aÉîáÅÉ=Ñçê=~ää=çê=~=ëìÄëÉí=çÑ=båíÉêéêáëÉ=mêçÇìÅíë=çê=låäáåÉ=pÉêîáÅÉë=íÜÉ=båêçääÉÇ=
^ÑÑáäá~íÉ=Ü~ë=ëÉäÉÅíÉÇK
?nì~äáÑáÉÇ=rëÉê?=ãÉ~åë=~=éÉêëçå=EÉKÖKI=ÉãéäçóÉÉI=Åçåëìäí~åíI=ÅçåíáåÖÉåí=ëí~ÑÑF=ïÜçW=ENF=áë=~=ìëÉê=çÑ=~=
nì~äáÑáÉÇ=aÉîáÅÉI=çê=EOF=~ÅÅÉëëÉë=~åó=ëÉêîÉê=ëçÑíï~êÉ=êÉèìáêáåÖ=~å=båíÉêéêáëÉ=mêçÇìÅí=`äáÉåí=^ÅÅÉëë=
iáÅÉåëÉ=çê=~åó=båíÉêéêáëÉ=låäáåÉ=pÉêîáÅÉK==fí=ÇçÉë=åçí=áåÅäìÇÉ=~=éÉêëçå=ïÜç=~ÅÅÉëëÉë=ëÉêîÉê=ëçÑíï~êÉ=çê=
~å=låäáåÉ=pÉêîáÅÉ=ëçäÉäó=ìåÇÉê=~=iáÅÉåëÉ=áÇÉåíáÑáÉÇ=áå=íÜÉ=nì~äáÑáÉÇ=rëÉê=ÉñÉãéíáçåë=áå=íÜÉ=mêçÇìÅí=iáëíK
?oÉëÉêîÉÇ=iáÅÉåëÉ?=ãÉ~åë=Ñçê=~å=låäáåÉ=pÉêîáÅÉ=áÇÉåíáÑáÉÇ=~ë=ÉäáÖáÄäÉ=Ñçê=íêìÉJìéë=áå=íÜÉ=mêçÇìÅí=iáëíI=íÜÉ=
iáÅÉåëÉ=êÉëÉêîÉÇ=Äó=båêçääÉÇ=^ÑÑáäá~íÉ=éêáçê=íç=ìëÉ=~åÇ=Ñçê=ïÜáÅÜ=jáÅêçëçÑí=ïáää=ã~âÉ=íÜÉ=låäáåÉ=pÉêîáÅÉ=
~î~áä~ÄäÉ=Ñçê=~Åíáî~íáçåK
?qê~åëáíáçå?=ãÉ~åë=íÜÉ=ÅçåîÉêëáçå=çÑ=çåÉ=çê=ãçêÉ=iáÅÉåëÉ=íç=çê=Ñêçã=~åçíÜÉê=iáÅÉåëÉEëFK==mêçÇìÅíë=
ÉäáÖáÄäÉ=Ñçê=qê~åëáíáçå=~åÇ=éÉêãáííÉÇ=qê~åëáíáçåë=~êÉ=áÇÉåíáÑáÉÇ=áå=íÜÉ=mêçÇìÅí=iáëíK
?qê~åëáíáçå=mÉêáçÇ?=ãÉ~åë=íÜÉ=íáãÉ=ÄÉíïÉÉå=íÜÉ=qê~åëáíáçå=~åÇ=íÜÉ=åÉñí=båêçääãÉåí=~ååáîÉêë~êó=Ç~íÉ=Ñçê=
ïÜáÅÜ=íÜÉ=qê~åëáíáçå=áë=êÉéçêíÉÇK
?rëÉ=oáÖÜíë?=ãÉ~åëI=ïáíÜ=êÉëéÉÅí=íç=~åó=äáÅÉåëáåÖ=éêçÖê~ãI=íÜÉ=ìëÉ=êáÖÜíë=çê=íÉêãë=çÑ=ëÉêîáÅÉ=Ñçê=É~ÅÜ=
mêçÇìÅí=~åÇ=îÉêëáçå=éìÄäáëÜÉÇ=Ñçê=íÜ~í=äáÅÉåëáåÖ=éêçÖê~ã=~í=íÜÉ=sçäìãÉ=iáÅÉåëáåÖ=páíÉK=qÜÉ=rëÉ=oáÖÜíë=
ëìéÉêëÉÇÉ=íÜÉ=íÉêãë=çÑ=~åó=ÉåÇ=ìëÉê=äáÅÉåëÉ=~ÖêÉÉãÉåí=EçåJëÅêÉÉå=çê=çíÜÉêïáëÉF=íÜ~í=~ÅÅçãé~åáÉë=~=
mêçÇìÅíK=qÜÉ=rëÉ=oáÖÜíë=Ñçê=pçÑíï~êÉ=~êÉ=éìÄäáëÜÉÇ=Äó=jáÅêçëçÑí=áå=íÜÉ=mêçÇìÅí=rëÉ=oáÖÜíëK=qÜÉ=rëÉ=
oáÖÜíë=Ñçê=låäáåÉ=pÉêîáÅÉë=~êÉ=éìÄäáëÜÉÇ=áå=íÜÉ=låäáåÉ=pÉêîáÅÉë=qÉêãëK
b^OMNQbåêdçîErpFpidEbkdFEkçîOMNQF m~ÖÉ=PçÑ=NM
açÅìãÉåí=uOMJNMSPO
2.Order requirements.
a.Minimum Order requirements.==båêçääÉÇ=^ÑÑáäá~íÉ?ë=båíÉêéêáëÉ=ãìëí=Ü~îÉ=~=ãáåáãìã=çÑ=ORM=
nì~äáÑáÉÇ=rëÉêë=çê=nì~äáÑáÉÇ=aÉîáÅÉëK==qÜÉ=áåáíá~ä=çêÇÉê=ãìëí=áåÅäìÇÉ=~í=äÉ~ëí=ORM=iáÅÉåëÉë=Ñçê=
båíÉêéêáëÉ=mêçÇìÅíë=çê=båíÉêéêáëÉ=låäáåÉ=pÉêîáÅÉëK
(i)Enterprise Commitment. fÑ=çêÇÉêáåÖ=~åó=båíÉêéêáëÉ=mêçÇìÅíëI=båêçääÉÇ=^ÑÑáäá~íÉ?ë=çêÇÉê=
ãìëí=áåÅäìÇÉ=ÅçîÉê~ÖÉ=Ñçê=~ää=nì~äáÑáÉÇ=rëÉêë=çê=nì~äáÑáÉÇ=aÉîáÅÉëI=ÇÉéÉåÇáåÖ=çå=íÜÉ=
iáÅÉåëÉ=qóéÉI=çÑ=çåÉ=çê=ãçêÉ=båíÉêéêáëÉ=mêçÇìÅíë=çê=~=ãáñ=çÑ=båíÉêéêáëÉ=mêçÇìÅíë=~åÇ=
íÜÉ=ÅçêêÉëéçåÇáåÖ=båíÉêéêáëÉ=låäáåÉ=pÉêîáÅÉëK
(ii)Enterprise Online Services. fÑ=çêÇÉêáåÖ=båíÉêéêáëÉ=låäáåÉ=pÉêîáÅÉë=onlyI=íÜÉå=båêçääÉÇ=
^ÑÑáäá~íÉ=ãìëí=ã~áåí~áå=~í=äÉ~ëí=ORM=pìÄëÅêáéíáçå=iáÅÉåëÉë.
b.Additional Products.réçå=ë~íáëÑóáåÖ=íÜÉ=ãáåáãìã=çêÇÉê=êÉèìáêÉãÉåíë=~ÄçîÉI=båêçääÉÇ=
^ÑÑáäá~íÉ=ã~ó=çêÇÉê=^ÇÇáíáçå~ä=mêçÇìÅíë=~åÇ=pÉêîáÅÉëK
c.Use Rights for Enterprise Products. cçê=båíÉêéêáëÉ=mêçÇìÅíëI=áÑ=~=åÉï=mêçÇìÅí=îÉêëáçå=Ü~ë=
ãçêÉ=êÉëíêáÅíáîÉ=ìëÉ=êáÖÜíë=íÜ~å=íÜÉ=îÉêëáçå=íÜ~í=áë=ÅìêêÉåí=~í=íÜÉ=ëí~êí=çÑ=íÜÉ=~ééäáÅ~ÄäÉ=áåáíá~ä=
çê=êÉåÉï~ä=íÉêã=çÑ=íÜÉ=båêçääãÉåíI=íÜçëÉ=ãçêÉ=êÉëíêáÅíáîÉ=ìëÉ=êáÖÜíë=ïáää=åçí=~ééäó=íç=båêçääÉÇ=
^ÑÑáäá~íÉ?ë=ìëÉ=çÑ=íÜ~í=mêçÇìÅí=ÇìêáåÖ=íÜ~í=íÉêãK
d.Country of usage.==båêçääÉÇ=^ÑÑáäá~íÉ=ãìëí=ëéÉÅáÑó=íÜÉ=ÅçìåíêáÉë=ïÜÉêÉ=iáÅÉåëÉë=ïáää=ÄÉ=ìëÉÇ=
çå=áíë=áåáíá~ä=çêÇÉê=~åÇ=çå=~åó=~ÇÇáíáçå~ä=çêÇÉêëK
e.Adding Products.
(i)Adding new Products not previously orderedK=kÉïbåíÉêéêáëÉ=mêçÇìÅíë=çêbåíÉêéêáëÉ=
låäáåÉ=pÉêîáÅÉë=ã~ó=ÄÉ=~ÇÇÉÇ=~í=~åó=íáãÉ=Äó=Åçåí~ÅíáåÖ=~=jáÅêçëçÑí=^ÅÅçìåí=j~å~ÖÉê=çê=
oÉëÉääÉêK==kÉï=^ÇÇáíáçå~ä=mêçÇìÅíëI=çíÜÉê=íÜ~å=låäáåÉ=pÉêîáÅÉëI=ã~ó=ÄÉ=ìëÉÇ=áÑ=~å=çêÇÉê=
áë=éä~ÅÉÇ=áå=íÜÉ=ãçåíÜ=íÜÉ=mêçÇìÅí=áë=Ñáêëí=ìëÉÇK==cçê=^ÇÇáíáçå~ä=mêçÇìÅíë=íÜ~í=~êÉ=låäáåÉ=
pÉêîáÅÉëI=~å=áåáíá~ä=çêÇÉê=Ñçê=íÜÉ=låäáåÉ=pÉêîáÅÉ=áë=êÉèìáêÉÇ=éêáçê=íç=ìëÉK
(ii)Adding Licenses for previously ordered Products.==^ÇÇáíáçå~ä=iáÅÉåëÉë=ÑçêéêÉîáçìëäó=
çêÇÉêÉÇ=mêçÇìÅíë=çíÜÉê=íÜ~å=låäáåÉ=pÉêîáÅÉë=ã~ó=ÄÉ=~ÇÇÉÇ=~í=~åó=íáãÉ=Äìí=ãìëí=ÄÉ=
áåÅäìÇÉÇ=áå=íÜÉ=åÉñí=íêìÉJìé=çêÇÉêK==^ÇÇáíáçå~äiáÅÉåëÉë=Ñçê=låäáåÉ=pÉêîáÅÉë=ãìëí=ÄÉ=
çêÇÉêÉÇ=éêáçê=íç=ìëÉI=ìåäÉëë=íÜÉ=låäáåÉ=pÉêîáÅÉë=~êÉ=ENF=áÇÉåíáÑáÉÇ=~ë=ÉäáÖáÄäÉ=Ñçê=íêìÉJìé=áå=
íÜÉ=mêçÇìÅí=iáëí=çê=EOF=áåÅäìÇÉÇ=~ë=é~êí=çÑ=çíÜÉê=iáÅÉåëÉëK
f.True-up requirements. båêçääÉÇ=^ÑÑáäá~íÉ=ãìëí=ëìÄãáí=~å=~ååì~ä=íêìÉJìé=çêÇÉê=íÜ~í=~ÅÅçìåíë=
Ñçê=~åó=ÅÜ~åÖÉë=ëáåÅÉ=íÜÉ=áåáíá~ä=çêÇÉê=çê=ä~ëí=çêÇÉêK==fÑ=íÜÉêÉ=~êÉ=åç=ÅÜ~åÖÉëI=íÜÉå=~å=ìéÇ~íÉ=
ëí~íÉãÉåí=ãìëí=ÄÉ=ëìÄãáííÉÇ=áåëíÉ~Ç=çÑ=~=íêìÉJìé=çêÇÉêK
(i)Enterprise Products. cçê=båíÉêéêáëÉ=mêçÇìÅíëIbåêçääÉÇ=^ÑÑáäá~íÉ=ãìëí=ÇÉíÉêãáåÉ=íÜÉ=
åìãÄÉê=çÑ=nì~äáÑáÉÇ=aÉîáÅÉë=~åÇ=nì~äáÑáÉÇ=rëÉêë=EáÑ=çêÇÉêáåÖ=ìëÉêJÄ~ëÉÇ=iáÅÉåëÉëF=~í=íÜÉ=
íáãÉ=íÜÉ=íêìÉJìé=çêÇÉê=áë=éä~ÅÉÇ=~åÇ=ãìëí=çêÇÉê=~ÇÇáíáçå~ä=iáÅÉåëÉë=Ñçê=~ää=nì~äáÑáÉÇ=
aÉîáÅÉë=~åÇ=nì~äáÑáÉÇ=rëÉêë=íÜ~í=~êÉ=åçí=~äêÉ~Çó=ÅçîÉêÉÇ=Äó=ÉñáëíáåÖ=iáÅÉåëÉëI=áåÅäìÇáåÖ=
~åó=båíÉêéêáëÉ=låäáåÉ=pÉêîáÅÉëK
(ii)Additional Products. cçê=^ÇÇáíáçå~ä=mêçÇìÅíë=íÜ~í=Ü~îÉ=ÄÉÉå=éêÉîáçìëäó=çêÇÉêÉÇìåÇÉê=
íÜáë=båêçääãÉåíI=båêçääÉÇ=^ÑÑáäá~íÉ=ãìëí=ÇÉíÉêãáåÉ=íÜÉ=ã~ñáãìã=åìãÄÉê=çÑ=^ÇÇáíáçå~ä=
mêçÇìÅíë=ìëÉÇ=ëáåÅÉ=íÜÉ=ä~ííÉê=çÑ=íÜÉ=áåáíá~ä=çêÇÉêI=íÜÉ=ä~ëí=íêìÉJìé=çêÇÉêI=çê=íÜÉ=éêáçê=
~ååáîÉêë~êó=Ç~íÉ=~åÇ=ëìÄãáí=~=íêìÉJìé=çêÇÉê=íÜ~í=~ÅÅçìåíëÑçê=~åó=áåÅêÉ~ëÉK
(iii)Online Services. cçê=låäáåÉ=pÉêîáÅÉë=áÇÉåíáÑáÉÇ=~ë=ÉäáÖáÄäÉ=Ñçê=íêìÉJìé=áå=íÜÉ=mêçÇìÅí=iáëíI=
båêçääÉÇ=^ÑÑáäá~íÉ=ã~ó=êÉëÉêîÉ=íÜÉ=~ÇÇáíáçå~ä=iáÅÉåëÉë=éêáçê=íç=ìëÉK==jáÅêçëçÑí=ïáää=éêçîáÇÉ=
~=êÉéçêí=çÑ=oÉëÉêîÉÇ=iáÅÉåëÉë=áå=ÉñÅÉëë=çÑ=ÉñáëíáåÖ=çêÇÉêë=íç=båêçääÉÇ=^ÑÑáäá~íÉ=~åÇ=áíë=
oÉëÉääÉêK==oÉëÉêîÉÇ=iáÅÉåëÉë=ïáää=ÄÉ=áåîçáÅÉÇ=êÉíêç~ÅíáîÉäó=íçíÜÉ=ãçåíÜ=áå=ïÜáÅÜ=íÜÉó=
ïÉêÉ=êÉëÉêîÉÇK
(iv)Transitions.==båêçääÉÇ=^ÑÑáäá~íÉ=ãìëí=êÉéçêí=~ää=qê~åëáíáçåëK==qê~åëáíáçåë=ã~ó=êÉëìäí=áå=~å=
áåÅêÉ~ëÉ=áåÅÉêí~áåiáÅÉåëÉë=íç=ÄÉ=áåÅäìÇÉÇ=çå=íÜÉ=íêìÉJìé=çêÇÉê=~åÇ=~=êÉÇìÅíáçå=çÑçíÜÉê
b^OMNQbåêdçîErpFpidEbkdFEkçîOMNQF m~ÖÉ=QçÑ=NM
açÅìãÉåí=uOMJNMSPO
iáÅÉåëÉë=Ñçê=éêáçê=çêÇÉêëK==oÉÇìÅíáçåë=áå=iáÅÉåëÉë=ïáää=ÄÉ=ÉÑÑÉÅíáîÉ=~í=ÉåÇ=çÑ=íÜÉ=qê~åëáíáçå=
mÉêáçÇK==cçê=iáÅÉåëÉë=é~áÇ=ìéÑêçåíI=jáÅêçëçÑí=ïáää=áëëìÉ=~=ÅêÉÇáí=Ñçê=íÜÉ=êÉã~áåáåÖ=ãçåíÜë=
çÑ=pçÑíï~êÉ=^ëëìê~åÅÉ=çê=pìÄëÅêáéíáçå=iáÅÉåëÉë=íÜ~íïÉêÉ=êÉÇìÅÉÇ=~ë=é~êí=çÑ=íÜÉ=
qê~åëáíáçåK
(v)Subscription License reductions. båêçääÉÇ=^ÑÑáäá~íÉ=ã~ó=êÉÇìÅÉ=íÜÉ=èì~åíáíó=çÑ=
pìÄëÅêáéíáçå=iáÅÉåëÉë=~í=íÜÉ=båêçääãÉåí=~ååáîÉêë~êó=Ç~íÉ=çå=~=éêçëéÉÅíáîÉ=Ä~ëáë=áÑ=
éÉêãáííÉÇ=áå=íÜÉmêçÇìÅí=iáëíI=~ë=ÑçääçïëW
a)cçê=pìÄëÅêáéíáçå=iáÅÉåëÉë=íÜ~í=~êÉ=é~êí=çÑ=~å=båíÉêéêáëÉJïáÇÉ=éìêÅÜ~ëÉI=iáÅÉåëÉë=
ã~ó=ÄÉ=êÉÇìÅÉÇ=áÑ=íÜÉ=íçí~ä=èì~åíáíó=çÑ=iáÅÉåëÉë=~åÇ=pçÑíï~êÉ=^ëëìê~åÅÉ=Ñçê=~å=
~ééäáÅ~ÄäÉ=Öêçìé=ãÉÉíë=çê=ÉñÅÉÉÇë=íÜÉ=èì~åíáíó=çÑ=nì~äáÑáÉÇ=aÉîáÅÉë=~åÇ=nì~äáÑáÉÇ=
rëÉêë=EáÑ=çêÇÉêáåÖ=ìëÉêJÄ~ëÉÇ=iáÅÉåëÉëF=áÇÉåíáÑáÉÇ=çå=íÜÉ=mêçÇìÅí=pÉäÉÅíáçå=cçêãI=~åÇ=
áåÅäìÇÉë=~åó=~ÇÇáíáçå~ä=nì~äáÑáÉÇ=aÉîáÅÉë=~åÇ=nì~äáÑáÉÇ=rëÉêë=~ÇÇÉÇ=áå=~åó=éêáçê=
íêìÉJìé=çêÇÉêëK==píÉéJìé=iáÅÉåëÉë=Çç=åçí=Åçìåí=íçï~êÇë=íÜáë=íçí~ä=ÅçìåíK
b)cçê=båíÉêéêáëÉ=låäáåÉ=pÉêîáÅÉë=íÜ~í=~êÉ=åçí=~=é~êí=çÑ=~å=båíÉêéêáëÉJïáÇÉ=éìêÅÜ~ëÉI=
iáÅÉåëÉë=Å~å=ÄÉ=êÉÇìÅÉÇ=~ë=äçåÖ=~ë=íÜÉ=áåáíá~ä=çêÇÉê=ãáåáãìã=êÉèìáêÉãÉåíë=~êÉ=
ã~áåí~áåÉÇK
c)cçê=^ÇÇáíáçå~ä=mêçÇìÅíë=~î~áä~ÄäÉ=~ë=pìÄëÅêáéíáçå=iáÅÉåëÉëI=båêçääÉÇ=^ÑÑáäá~íÉ=ã~ó=
êÉÇìÅÉ=íÜÉ=iáÅÉåëÉëK==fÑ=íÜÉ=iáÅÉåëÉ=Åçìåí=áë=êÉÇìÅÉÇ=íç=òÉêçI=íÜÉå=båêçääÉÇ=^ÑÑáäá~íÉ?ë=
ìëÉ=çÑ=íÜÉ=~ééäáÅ~ÄäÉ=pìÄëÅêáéíáçå=iáÅÉåëÉ=ïáää=ÄÉ=Å~åÅÉääÉÇK
fåîçáÅÉë=ïáää=ÄÉ=~ÇàìëíÉÇ=íç=êÉÑäÉÅí=~åó=êÉÇìÅíáçåë=áå=pìÄëÅêáéíáçå=iáÅÉåëÉë=~í=íÜÉ=íêìÉJìé=
çêÇÉê=båêçääãÉåí=~ååáîÉêë~êó=Ç~íÉ=~åÇ=ÉÑÑÉÅíáîÉ=~ë=çÑ=ëìÅÜ=Ç~íÉK
(vi)Update statement. ^å=ìéÇ~íÉ=ëí~íÉãÉåí=ãìëí=ÄÉ=ëìÄãáííÉÇ=áåëíÉ~Ç=çÑ=~=íêìÉJìé=çêÇÉê=áÑI=
~ë=çÑ=íÜÉ=áåáíá~ä=çêÇÉê=çê=ä~ëí=íêìÉJìé=çêÇÉêI=båêçääÉÇ=^ÑÑáäá~íÉ?ë=båíÉêéêáëÉW=ENF=Ü~ë=åçí=
ÅÜ~åÖÉÇ=íÜÉ=åìãÄÉê=çÑ=nì~äáÑáÉÇ=aÉîáÅÉë=~åÇ=nì~äáÑáÉÇ=rëÉêë=äáÅÉåëÉÇ=ïáíÜ=båíÉêéêáëÉ=
mêçÇìÅíë=çê=båíÉêéêáëÉ=låäáåÉ=pÉêîáÅÉëX=~åÇ=EOF=Ü~ë=åçí=áåÅêÉ~ëÉÇ=áíë=ìë~ÖÉ=çÑ=^ÇÇáíáçå~ä=
mêçÇìÅíëK==qÜáë=ìéÇ~íÉ=ëí~íÉãÉåí=ãìëí=ÄÉ=ëáÖåÉÇ=Äó=båêçääÉÇ=^ÑÑáäá~íÉ?ë=~ìíÜçêáòÉÇ=
êÉéêÉëÉåí~íáîÉK
(vii)True-up order period. qÜÉ=íêìÉJìé=çêÇÉê=çê=ìéÇ~íÉ=ëí~íÉãÉåí=ãìëí=ÄÉ=êÉÅÉáîÉÇ=Äó=
jáÅêçëçÑí=ÄÉíïÉÉå=SM=~åÇ=PM=Ç~óë=éêáçê=íç=É~ÅÜ=båêçääãÉåí=~ååáîÉêë~êó=Ç~íÉK==qÜÉ=íÜáêÇJ
óÉ~ê=íêìÉJìé=çêÇÉê=çê=ìéÇ~íÉ=ëí~íÉãÉåí=áë=ÇìÉ=ïáíÜáå=PM=Ç~óë=éêáçê=íç=íÜÉ=bñéáê~íáçå=a~íÉI=
~åÇ=~åó=äáÅÉåëÉ=êÉëÉêî~íáçåë=ïáíÜáå=íÜáë=PM=Ç~ó=éÉêáçÇ=ïáää=åçí=ÄÉ=~ÅÅÉéíÉÇK=båêçääÉÇ=
^ÑÑáäá~íÉ=ã~ó=ëìÄãáí=íêìÉJìé=çêÇÉêë=ãçêÉ=çÑíÉå=íç=~ÅÅçìåí=Ñçê=áåÅêÉ~ëÉë=áå=mêçÇìÅí=ìë~ÖÉI=
Äìí=~å=~ååì~ä=íêìÉJìé=çêÇÉê=çê=ìéÇ~íÉ=ëí~íÉãÉåí=ãìëí=ëíáää=ÄÉ=ëìÄãáííÉÇÇìêáåÖ=íÜÉ=~ååì~ä=
çêÇÉê=éÉêáçÇK
(viii)Late true-up order. fÑ=íÜÉ=íêìÉJìé=çêÇÉêçê=ìéÇ~íÉ=ëí~íÉãÉåíáë=åçí=êÉÅÉáîÉÇ=
ïÜÉå=ÇìÉW
1)jáÅêçëçÑí=ïáää=áåîçáÅÉ=oÉëÉääÉê=Ñçê=~ää=oÉëÉêîÉÇ=iáÅÉåëÉë=åçí=éêÉîáçìëäó=çêÇÉêÉÇK
2)qê~åëáíáçåë=~åÇ=pìÄëÅêáéíáçå=iáÅÉåëÉ=êÉÇìÅíáçåë=Å~ååçíÄÉ=êÉéçêíÉÇ=ìåíáä=íÜÉ=
ÑçääçïáåÖ=båêçääãÉåí=~ååáîÉêë~êó=Ç~íÉ=Eçê=~í=båêçääãÉåí=êÉåÉï~äI=~ë=~ééäáÅ~ÄäÉFK
g.Step-up Licenses. cçê=iáÅÉåëÉë=ÉäáÖáÄäÉ=Ñçê=~=ëíÉéJìé=ìåÇÉê=íÜáë=båêçääãÉåíI=båêçääÉÇ=^ÑÑáäá~íÉ=
ã~ó=ëíÉéJìé=íç=~=ÜáÖÜÉê=ÉÇáíáçå=çê=ëìáíÉ=~ë=ÑçääçïëW
(i)cçêëíÉéJìé=iáÅÉåëÉë=áåÅäìÇÉÇ=çå=~å=áåáíá~ä=çêÇÉêI=båêçääÉÇ=^ÑÑáäá~íÉ=ã~ó=çêÇÉê=~ÅÅçêÇáåÖ=íç=
íÜÉ=íêìÉJìé=éêçÅÉëëK
(ii)fÑ=ëíÉéJìé=iáÅÉåëÉë=~êÉ=åçí=áåÅäìÇÉÇ=çå=~å=áåáíá~ä=çêÇÉêI=båêçääÉÇ=^ÑÑáäá~íÉ=ã~ó=ëíÉéJìé=
áåáíá~ääó=Äó=ÑçääçïáåÖ=íÜÉ=éêçÅÉëë=ÇÉëÅêáÄÉÇ=áå=íÜÉ=pÉÅíáçå=íáíäÉÇ=?^ÇÇáåÖ=åÉï=mêçÇìÅíë=åçí=
éêÉîáçìëäó=çêÇÉêÉÇI?=íÜÉå=Ñçê=~ÇÇáíáçå~ä=ëíÉéJìé=iáÅÉåëÉëI=Äó=ÑçääçïáåÖ=íÜÉ=íêìÉJìé=çêÇÉê=
éêçÅÉëëK
b^OMNQbåêdçîErpFpidEbkdFEkçîOMNQF m~ÖÉ=RçÑ=NM
açÅìãÉåí=uOMJNMSPO
(iii)fÑ=båêçääÉÇ=^ÑÑáäá~íÉ=Ü~ë=éêÉîáçìëäó=çêÇÉêÉÇ=~å=låäáåÉ=pÉêîáÅÉ=~ë=~å=^ÇÇáíáçå~ä=mêçÇìÅí=
~åÇ=ï~åíë=íç=ëíÉéJìé=íç=~å=båíÉêéêáëÉ=låäáåÉ=pÉêîáÅÉ=ÉäáÖáÄäÉ=Ñçê=~=qê~åëáíáçåI=íÜÉ=ëíÉéJìé=
ã~ó=ÄÉ=êÉéçêíÉÇ=~ë=~=qê~åëáíáçåK
(iv)fÑ=båêçääÉÇ=^ÑÑáäá~íÉ=qê~åëáíáçåë=~=iáÅÉåëÉI=áí=ã~ó=ÄÉ=~ÄäÉ=íç=ÑìêíÜÉê=ëíÉéJìé=íÜÉ=
qê~åëáíáçåÉÇ=iáÅÉåëÉK==fÑ=båêçääÉÇ=^ÑÑáäá~íÉ=ÅÜççëÉë=íç=ëíÉéJìé=~åÇ=íÜÉ=ëíÉéJìé=iáÅÉåëÉ=áë=
ëÉé~ê~íÉäó=ÉäáÖáÄäÉ=íç=ÄÉ=qê~åëáíáçåÉÇI=ëìÅÜ=ëíÉéJìé=iáÅÉåëÉë=ã~ó=êÉëìäí=áå=~=iáÅÉåëÉ=
êÉÇìÅíáçå=~í=íÜÉ=båêçääãÉåí=~ååáîÉêë~êó=Ç~íÉ=ÑçääçïáåÖ=íÜÉ=ëíÉéJìéK
h.Clerical errors.==jáÅêçëçÑí=ã~ó=ÅçêêÉÅí=ÅäÉêáÅ~ä=Éêêçêë=áå=íÜáë=båêçääãÉåíI=~åÇ=~åó=ÇçÅìãÉåíë=
ëìÄãáííÉÇ=ïáíÜ=çê=ìåÇÉê=íÜáë=båêçääãÉåíI=Äó=éêçîáÇáåÖ=åçíáÅÉ=Äó=Éã~áä=~åÇ=~=êÉ~ëçå~ÄäÉ=
çééçêíìåáíó=Ñçê=båêçääÉÇ=^ÑÑáäá~íÉ=íç=çÄàÉÅí=íç=íÜÉ=ÅçêêÉÅíáçåK==`äÉêáÅ~ä=Éêêçêë=áåÅäìÇÉ=ãáåçê=
ãáëí~âÉëI=ìåáåíÉåíáçå~ä=~ÇÇáíáçåë=~åÇ=çãáëëáçåëK==qÜáë=éêçîáëáçå=ÇçÉë=åçí=~ééäó=íç=ã~íÉêá~ä=
íÉêãëI=ëìÅÜ=~ë=íÜÉ=áÇÉåíáíóI=èì~åíáíó=çê=éêáÅÉ=çÑ=~=mêçÇìÅí=çêÇÉêÉÇK
i.Verifying compliance. jáÅêçëçÑíã~óI=áå=áíë=ÇáëÅêÉíáçå=~åÇ=~í=áíë=ÉñéÉåëÉIîÉêáÑó=Åçãéäá~åÅÉ=
ïáíÜ=íÜáë=båêçääãÉåí=~ë=ëÉí=ÑçêíÜ=áå=íÜÉ=båíÉêéêáëÉ^ÖêÉÉãÉåíK
3.Pricing.
a.Price Levels. cçê=ÄçíÜ=íÜÉ=áåáíá~ä=~åÇ=~åó=êÉåÉï~ä=íÉêã=båêçääÉÇ=^ÑÑáäá~íÉ?ë=mêáÅÉ=iÉîÉä=Ñçê=~ää=
mêçÇìÅíë=çêÇÉêÉÇ=ìåÇÉê=íÜáë=båêçääãÉåí=ïáää=ÄÉ=iÉîÉä=?a?=íÜêçìÖÜçìí=íÜÉ=íÉêã=çÑ=íÜÉ=
båêçääãÉåíK
b.Setting Prices. båêçääÉÇ^ÑÑáäá~íÉ?ë=éêáÅÉë=Ñçê=É~ÅÜ=mêçÇìÅí=çê=pÉêîáÅÉ=ïáää=ÄÉ=Éëí~ÄäáëÜÉÇ=Äó=
áíë=oÉëÉääÉêK ^ë=äçåÖ=~ë=båêçääÉÇ=^ÑÑáäá~íÉ=ÅçåíáåìÉë=íç=èì~äáÑó=Ñçê=íÜÉ=ë~ãÉ=éêáÅÉ=äÉîÉäI=
jáÅêçëçÑí?ë=éêáÅÉë=Ñçê=oÉëÉääÉêë=Ñçê=É~ÅÜ=mêçÇìÅí=çê=pÉêîáÅÉ=ïáää=ÄÉ=ÑáñÉÇ=íÜêçìÖÜçìí=íÜÉ=
~ééäáÅ~ÄäÉ=áåáíá~ä=çê=êÉåÉï~ä=båêçääãÉåííÉêãK==mêáÅÉ=äÉîÉäë=~åÇ=jáÅêçëçÑí?ë=éêáÅÉë=Ñçê=oÉëÉääÉêë=
~êÉ=êÉÉëí~ÄäáëÜÉÇ=~í=íÜÉ=ÄÉÖáååáåÖ=çÑ=íÜÉ=êÉåÉï~ä=íÉêãKeçïÉîÉêI=áÑ=båêçääÉÇ=^ÑÑáäá~íÉ=èì~äáÑáÉë=
Ñçê=~=ÇáÑÑÉêÉåí=éêáÅÉ=äÉîÉäÇìêáåÖ=íÜÉ=~ééäáÅ~ÄäÉ=áåáíá~ä=çê=êÉåÉï~ä=íÉêãI=jáÅêçëçÑí=ã~ó=~í=áíë=
ÇáëÅêÉíáçåÉëí~ÄäáëÜ=~=åÉï=éêáÅÉ=äÉîÉä=Ñçê=ÑìíìêÉ=åÉï=çêÇÉêë=ÉáíÜÉê=ìéçå=båêçääÉÇ=^ÑÑáäá~íÉ?ë=
êÉèìÉëí=çê=çå=áíë=çïå=áåáíá~íáîÉK=^åó=ÅÜ~åÖÉë=ïáää=ÄÉ=Ä~ëÉÇ=ìéçå=éêáÅÉ=äÉîÉä=êìäÉë=áå=íÜÉ=
mêçÇìÅí=pÉäÉÅíáçå=cçêãK
4.Payment terms.
cçê=íÜÉ=áåáíá~ä=çê=êÉåÉï~ä=çêÇÉêI=båêçääÉÇ=^ÑÑáäá~íÉ=ã~ó=é~ó=ìéÑêçåí=çê=ÉäÉÅí=íç=ëéêÉ~Ç=áíë=é~óãÉåíë=çîÉê=íÜÉ=
~ééäáÅ~ÄäÉ=båêçääãÉåí=íÉêãK=fÑ=ëéêÉ~Ç=é~óãÉåíë=~êÉ=ÉäÉÅíÉÇI=ìåäÉëë=áåÇáÅ~íÉÇ=çíÜÉêïáëÉI=jáÅêçëçÑí=ïáää=
áåîçáÅÉ=båêçääÉÇ=^ÑÑáäá~íÉ?ë=oÉëÉääÉê=áå=íÜêÉÉ=Éèì~ä=~ååì~ä=áåëí~ääãÉåíëK==qÜÉ=Ñáêëí=áåëí~ääãÉåí=ïáää=ÄÉ=
áåîçáÅÉÇ=ìéçå=jáÅêçëçÑí?ë=~ÅÅÉéí~åÅÉ=çÑ=íÜáë=båêçääãÉåí=~åÇ=çå=É~ÅÜ=båêçääãÉåí=~ååáîÉêë~êó=Ç~íÉK=
pìÄëÉèìÉåí=çêÇÉêë=~êÉ=áåîçáÅÉÇ=ìéçå=~ÅÅÉéí~åÅÉ=çÑ=íÜÉ=çêÇÉê=~åÇ=båêçääÉÇ=^ÑÑáäá~íÉ=ã~ó=ÉäÉÅí=íç=é~ó=
~ååì~ääó=çê=ìéÑêçåí=Ñçê=låäáåÉ=pÉêîáÅÉë=~åÇ=ìéÑêçåí=Ñçê=~ää=çíÜÉê=iáÅÉåëÉëK
5.Transitions.
a.Transition requirements.
(i)iáÅÉåëÉë=ïáíÜ=~ÅíáîÉ=pçÑíï~êÉ=^ëëìê~åÅÉ=çê=pìÄëÅêáéíáçå=iáÅÉåëÉë=ã~ó=ÄÉ=qê~åëáíáçåÉÇ=
~í=~åó=íáãÉ=áÑ=éÉêãáííÉÇ=áå=íÜÉ=mêçÇìÅí=iáëíK==båêçääÉÇ=^ÑÑáäá~íÉ=ã~ó=åçíI=ÜçïÉîÉêI=êÉÇìÅÉ=
íÜÉ=èì~åíáíó=çÑ=iáÅÉåëÉë=çê=~ëëçÅá~íÉÇ=pçÑíï~êÉ=^ëëìê~åÅÉ=éêáçê=íç=íÜÉ=ÉåÇ=çÑ=íÜÉ=
qê~åëáíáçå=mÉêáçÇK
(ii)båêçääÉÇ=^ÑÑáäá~íÉ=ãìëí=çêÇÉê=íÜÉ=iáÅÉåëÉë=íç=ïÜáÅÜ=áí=áë=íê~åëáíáçåáåÖ=Ñçê=íÜÉ=óÉ~êEëF=
ÑçääçïáåÖ=íÜÉ=qê~åëáíáçå=mÉêáçÇK
(iii)fÑ=~=qê~åëáíáçå=áë=ã~ÇÉ=Ä~Åâ=íç=~=iáÅÉåëÉ=íÜ~í=Ü~Ç=~ÅíáîÉ=pçÑíï~êÉ=^ëëìê~åÅÉ=~ë=çÑ=íÜÉ=
Ç~íÉ=çÑ=qê~åëáíáçåI=íÜÉå=pçÑíï~êÉ=^ëëìê~åÅÉ=ãìëí=ÄÉ=êÉJçêÇÉêÉÇ=Ñçê=~ää=ëìÅÜ=iáÅÉåëÉë=çå=
~=éêçëéÉÅíáîÉ=Ä~ëáë=ÑçääçïáåÖ=íÜÉ=qê~åëáíáçå=mÉêáçÇK==pçÑíï~êÉ=^ëëìê~åÅÉ=ÅçîÉê~ÖÉ=ã~ó=
b^OMNQbåêdçîErpFpidEbkdFEkçîOMNQF m~ÖÉ=SçÑ=NM
açÅìãÉåí=uOMJNMSPO
åçí=ÉñÅÉÉÇ=íÜÉ=èì~åíáíó=çÑ=éÉêéÉíì~ä=iáÅÉåëÉë=Ñçê=ïÜáÅÜ=pçÑíï~êÉ=^ëëìê~åÅÉ=ï~ë=ÅìêêÉåí=
~í=íÜÉ=íáãÉ=çÑ=~åó=éêáçê=qê~åëáíáçåK==pçÑíï~êÉ=^ëëìê~åÅÉ=ã~ó=åçí=ÄÉ=~ééäáÉÇ=íç=iáÅÉåëÉë=
íê~åëÑÉêêÉÇ=Äó=båêçääÉÇ=^ÑÑáäá~íÉK
(iv)fÑ=~=ÇÉîáÅÉJÄ~ëÉÇ=iáÅÉåëÉ=áë=qê~åëáíáçåÉÇ=íç=~=ìëÉêJÄ~ëÉÇ=iáÅÉåëÉI=~ää=ìëÉêë=çÑ=íÜÉ=ÇÉîáÅÉ=
ãìëí=ÄÉ=äáÅÉåëÉÇ=~ë=é~êí=çÑ=íÜÉ=qê~åëáíáçåK
(v)fÑ=~=ìëÉêJÄ~ëÉÇ=iáÅÉåëÉ=áë=qê~åëáíáçåÉÇ=íç=~=ÇÉîáÅÉJÄ~ëÉÇ=iáÅÉåëÉI=~ää=ÇÉîáÅÉë=~ÅÅÉëëÉÇ=
Äó=íÜÉ=ìëÉê=ãìëí=ÄÉ=äáÅÉåëÉÇ=~ë=é~êí=çÑ=íÜÉ=qê~åëáíáçåK
b.Effect of Transition on Licenses.
(i)qê~åëáíáçå=ïáää=åçí=~ÑÑÉÅí=båêçääÉÇ=^ÑÑáäá~íÉ?ë=êáÖÜíë=áå=éÉêéÉíì~ä=iáÅÉåëÉë=é~áÇ=áå=ÑìääK
(ii)kÉï=îÉêëáçå=êáÖÜíë=ïáää=ÄÉ=Öê~åíÉÇ=Ñçê=éÉêéÉíì~ä=iáÅÉåëÉë=ÅçîÉêÉÇ=Äó=pçÑíï~êÉ=^ëëìê~åÅÉ=
ìé=íç=íÜÉ=ÉåÇ=çÑ=íÜÉ=qê~åëáíáçå=mÉêáçÇK
(iii)cçê=iCp^=åçí=é~áÇ=áå=Ñìää=~í=íÜÉ=ÉåÇ=çÑ=íÜÉ=qê~åëáíáçå=mÉêáçÇI=båêçääÉÇ=^ÑÑáäá~íÉ=ïáää=Ü~îÉ=
éÉêéÉíì~ä=iáÅÉåëÉë=Ñçê=~=éêçéçêíáçå~ä=~ãçìåí=Éèì~ä=íç=íÜÉ=~ãçìåíë=é~áÇ=Ñçê=íÜÉ=
qê~åëáíáçåÉÇ=mêçÇìÅí=~ë=çÑ=íÜÉÉåÇ=çÑ=íÜÉ=qê~åëáíáçå=mÉêáçÇK
(iv)cçê=iCp^=åçí=é~áÇ=áå=Ñìää=çê=Öê~åíÉÇ=~=éÉêéÉíì~ä=iáÅÉåëÉ=áå=~ÅÅçêÇ~åÅÉ=ïáíÜ=íÜÉ=~ÄçîÉ=çê=
pìÄëÅêáéíáçå=iáÅÉåëÉëI=~ää=êáÖÜíë=íç=qê~åëáíáçåÉÇ=iáÅÉåëÉë=ÅÉ~ëÉ=~í=íÜÉ=ÉåÇ=çÑ=íÜÉ=
qê~åëáíáçå=mÉêáçÇK
6.End of Enrollment term and termination.
a.General.^í=íÜÉ=bñéáê~íáçå=a~íÉI=båêçääÉÇ=^ÑÑáäá~íÉ=ãìëí=áããÉÇá~íÉäó=çêÇÉê=~åÇ=é~ó=Ñçê=
iáÅÉåëÉë=ÑçêmêçÇìÅíë=áí=Ü~ë=ìëÉÇ=Äìí=Ü~ë=åçí=éêÉîáçìëäó=ëìÄãáííÉÇ=~å=çêÇÉêI=ÉñÅÉéí=~ë=
çíÜÉêïáëÉ=éêçîáÇÉÇ=áå=íÜáë=båêçääãÉåíK
b.Renewal Option. ^í=íÜÉ=bñéáê~íáçå=a~íÉçÑ=íÜÉ=áåáíá~ä=íÉêãI=båêçääÉÇ=^ÑÑáäá~íÉ=Å~å=êÉåÉï=
mêçÇìÅíë=Äó=êÉåÉïáåÖ=íÜÉ=båêçääãÉåí=Ñçê=çåÉ=~ÇÇáíáçå~ä=PS=Ñìää=Å~äÉåÇ~ê=ãçåíÜ=íÉêã=çê=ëáÖåáåÖ=
~=åÉï=båêçääãÉåíK==jáÅêçëçÑí=ãìëí=êÉÅÉáîÉ=~oÉåÉï~ä=cçêãImêçÇìÅí=pÉäÉÅíáçå=cçêãI~åÇ=
êÉåÉï~ä=çêÇÉê=éêáçê=íç=çê=~í=íÜÉ=bñéáê~íáçå=a~íÉK=qÜÉ=êÉåÉï~ä=íÉêã=ïáää=ëí~êí=çå=íÜÉ=Ç~ó=
ÑçääçïáåÖ=íÜÉ=bñéáê~íáçå=a~íÉK=jáÅêçëçÑí=ïáää=åçí=ìåêÉ~ëçå~Ääó=êÉàÉÅí=~åó=êÉåÉï~äK=jáÅêçëçÑí=
ã~ó=ã~âÉ=ÅÜ~åÖÉëíç=íÜáë=éêçÖê~ã=íÜ~í=ïáää=ã~âÉ=áí=åÉÅÉëë~êó=Ñçê=`ìëíçãÉê=~åÇ=áíë=båêçääÉÇ=
^ÑÑáäá~íÉë=íç=ÉåíÉê=áåíç=åÉï=~ÖêÉÉãÉåíë=~åÇ=båêçääãÉåíë~í=êÉåÉï~äK
c.If Enrolled Affiliate elects not to renew.
(i)Software Assurance.fÑ=båêçääÉÇ=^ÑÑáäá~íÉ=ÉäÉÅíë=åçí=íç=êÉåÉï=pçÑíï~êÉ=^ëëìê~åÅÉ=Ñçê=~åó=
mêçÇìÅí=ìåÇÉê=áíë=båêçääãÉåíI=íÜÉå=båêçääÉÇ=^ÑÑáäá~íÉ=ïáää=åçí=ÄÉ=éÉêãáííÉÇ=íç=çêÇÉê=
pçÑíï~êÉ=^ëëìê~åÅÉ=ä~íÉê=ïáíÜçìí=Ñáêëí=~ÅèìáêáåÖ=iCp^K
(ii)Online Services eligible for an Extended Term. cçê=låäáåÉ=pÉêîáÅÉë=áÇÉåíáÑáÉÇ=~ë=
ÉäáÖáÄäÉ=Ñçê=~å=bñíÉåÇÉÇ=qÉêã=áå=íÜÉ=mêçÇìÅí=iáëíI=íÜÉ=ÑçääçïáåÖ=çéíáçåë=~êÉ=~î~áä~ÄäÉ=~í=
íÜÉ=ÉåÇ=çÑ=íÜÉ=båêçääãÉåí=áåáíá~ä=çê=êÉåÉï~ä=íÉêãK
1)Extended Term. iáÅÉåëÉë=Ñçê=låäáåÉ=pÉêîáÅÉë=ïáää=~ìíçã~íáÅ~ääó=ÉñéáêÉ=áå=~ÅÅçêÇ~åÅÉ=
ïáíÜ=íÜÉ=íÉêãë=çÑ=íÜÉ=båêçääãÉåíK=^å=ÉñíÉåÇÉÇ=íÉêã=ÑÉ~íìêÉ=íÜ~í=~ääçïë=låäáåÉ=
pÉêîáÅÉë=íç=ÅçåíáåìÉ=ãçåíÜJíçJãçåíÜ=E?bñíÉåÇÉÇ=qÉêã?F=áë=~î~áä~ÄäÉK==aìêáåÖ=íÜÉ=
bñíÉåÇÉÇ=qÉêãI=låäáåÉ=pÉêîáÅÉë=ïáää=ÄÉ=áåîçáÅÉÇ=ãçåíÜäó=~í=íÜÉ=íÜÉåJÅìêêÉåí=
éìÄäáëÜÉÇ=éêáÅÉ=Ñçê=båêçääÉÇ=^ÑÑáäá~íÉ?ë=éêáÅÉ=äÉîÉä=~ë=çÑ=íÜÉ=bñéáê~íáçå=a~íÉ=éäìë=~=PB=
~Çãáåáëíê~íáîÉ=ÑÉÉ=Ñçê=ìé=íç=çåÉ=óÉ~êK=fÑ=båêçääÉÇ=^ÑÑáäá~íÉ=ÇçÉë=ï~åí=~å=bñíÉåÇÉÇ=
qÉêãI=oÉëÉääÉêãìëí=ëìÄãáí=~=êÉèìÉëí=íç=jáÅêçëçÑíK=jáÅêçëçÑí=ãìëí=êÉÅÉáîÉ=íÜÉ=
êÉèìÉëí=åçí=äÉëë=íÜ~å=PM=Ç~óëéêáçê=íç=íÜÉ=bñéáê~íáçå=a~íÉK
2)Cancellation during Extended Term.fÑ=båêçääÉÇ=^ÑÑáäá~íÉ=Ü~ë=çéíÉÇ=Ñçê=íÜÉ=bñíÉåÇÉÇ=
qÉêã=~åÇ=ä~íÉê=ÇÉíÉêãáåÉë=åçí=íç=ÅçåíáåìÉ=ïáíÜ=íÜÉ=bñíÉåÇÉÇ=qÉêãI=oÉëÉääÉêãìëí=
ëìÄãáí=~=åçíáÅÉ=çÑ=Å~åÅÉää~íáçå=Ñçê=É~ÅÜ=låäáåÉ=pÉêîáÅÉK==`~åÅÉää~íáçå=ïáää=ÄÉ=ÉÑÑÉÅíáîÉ=
~í=íÜÉ=ÉåÇ=çÑ=íÜÉ=ãçåíÜ=ÑçääçïáåÖ=PM=Ç~óë=~ÑíÉê=jáÅêçëçÑí=Ü~ë=êÉÅÉáîÉÇ=íÜÉ=åçíáÅÉK
b^OMNQbåêdçîErpFpidEbkdFEkçîOMNQF m~ÖÉ=TçÑ=NM
açÅìãÉåí=uOMJNMSPO
(iii)Subscription Licenses and Online Services not eligible for an Extended Term. fÑ=
båêçääÉÇ=^ÑÑáäá~íÉ=ÉäÉÅíë=åçí=íç=êÉåÉïI=íÜÉ=iáÅÉåëÉë=ïáää=ÄÉ=Å~åÅÉääÉÇ=~åÇ=ïáää=íÉêãáå~íÉ=~ë=
çÑ=íÜÉ=bñéáê~íáçå=a~íÉK^åó=~ëëçÅá~íÉÇ=ãÉÇá~=ãìëí=ÄÉ=ìåáåëí~ääÉÇ=~åÇ=ÇÉëíêçóÉÇ=~åÇ=
båêçääÉÇ=^ÑÑáäá~íÉ?ë=båíÉêéêáëÉ=ãìëí=ÇáëÅçåíáåìÉ=ìëÉK==jáÅêçëçÑí=ã~ó=êÉèìÉëí=ïêáííÉå=
ÅÉêíáÑáÅ~íáçå=íç=îÉêáÑó=Åçãéäá~åÅÉK
(iv)Customer Data. réçå=Éñéáê~íáçå=çê=íÉêãáå~íáçå=çÑ=~=iáÅÉåëÉ=Ñçê=låäáåÉ=pÉêîáÅÉëI=
jáÅêçëçÑí=ïáää=âÉÉé=`ìëíçãÉê?ë=a~í~=áå=~=äáãáíÉÇ=ÑìåÅíáçå=~ÅÅçìåí=Ñçê=VM=Ç~óë=ëç=íÜ~í=
`ìëíçãÉê=ã~ó=Éñíê~Åí=áíK==båêçääÉÇ=^ÑÑáäá~íÉ=ïáää=êÉáãÄìêëÉ=jáÅêçëçÑí=áÑ=íÜÉêÉ=~êÉ=~åó=
~ëëçÅá~íÉÇ=ÅçëíëK==^ÑíÉê=VM=Ç~óë=jáÅêçëçÑí=ïáää=Çáë~ÄäÉ=båêçääÉÇ=^ÑÑáäá~íÉ?ë=~ÅÅçìåí=~åÇ=ïáää=
ÇÉäÉíÉ=áíë=`ìëíçãÉê=a~í~KbåêçääÉÇ=^ÑÑáäá~íÉ=~ÖêÉÉë=íÜ~íI=çíÜÉê=íÜ~å=~ë=ÇÉëÅêáÄÉÇ=~ÄçîÉI=
jáÅêçëçÑí=Ü~ë=åç=çÄäáÖ~íáçå=íç=ÅçåíáåìÉ=íç=ÜçäÇI=Éñéçêí=çê=êÉíìêå=båêçääÉÇ=^ÑÑáäá~íÉ?ë=
`ìëíçãÉê=a~í~=~åÇ=íÜ~í=jáÅêçëçÑí=Ü~ë=åç=äá~Äáäáíó=ïÜ~íëçÉîÉê=Ñçê=ÇÉäÉíáçå=çÑ=båêçääÉÇ=
^ÑÑáäá~íÉ?ë=`ìëíçãÉê=a~í~=éìêëì~åí=íç=íÜÉëÉ=íÉêãëK
d.Termination for cause. ^åó=íÉêãáå~íáçå=Ñçê=Å~ìëÉ=çÑ=íÜáë=båêçääãÉåí=ïáää=ÄÉ=ëìÄàÉÅí=íç=íÜÉ=
?qÉêãáå~íáçå=Ñçê=Å~ìëÉ?=ëÉÅíáçå=çÑ=íÜÉ=^ÖêÉÉãÉåíK
e.Early termination. ^åó=b~êäó=íÉêãáå~íáçå=çÑ=íÜáë=båêçääãÉåí=ïáää=ÄÉ=ëìÄàÉÅí=íç=íÜÉ=?b~êäó=
qÉêãáå~íáçå?=pÉÅíáçå=çÑ=íÜÉ=båíÉêéêáëÉ=^ÖêÉÉãÉåíK
cçê=pìÄëÅêáéíáçå=iáÅÉåëÉëI=áå=íÜÉ=ÉîÉåí=çÑ=~=ÄêÉ~ÅÜ=Äó=jáÅêçëçÑíI=jáÅêçëçÑí=ïáää=áëëìÉ=oÉëÉääÉê=
~=ÅêÉÇáí=Ñçê=~åó=~ãçìåí=é~áÇ=áå=~Çî~åÅÉ=íÜ~í=ïçìäÇ=~ééäó=~ÑíÉê=íÜÉ=Ç~íÉ=çÑ=íÉêãáå~íáçåK
b^OMNQbåêdçîErpFpidEbkdFEkçîOMNQF m~ÖÉ=UçÑ=NM
açÅìãÉåí=uOMJNMSPO
Enrollment Details
1.Enrolled Affiliate’s Enterprise.
a.fÇÉåíáÑó=ïÜáÅÜ=^ÖÉåÅó=^ÑÑáäá~íÉë=~êÉ=áåÅäìÇÉÇ=áå=íÜÉ=båíÉêéêáëÉK=EoÉèìáêÉÇF==båêçääÉÇ=^ÑÑáäá~íÉ?ë=
båíÉêéêáëÉ=ãìëí=Åçåëáëí=çÑ=ÉåíáêÉ=çÑÑáÅÉëI=ÄìêÉ~ìëI=~ÖÉåÅáÉëI=ÇÉé~êíãÉåíë=çê=çíÜÉê=ÉåíáíáÉë=çÑ=
båêçääÉÇ=^ÑÑáäá~íÉI=åçí=é~êíá~ä=çÑÑáÅÉëI=ÄìêÉ~ìëI=~ÖÉåÅáÉëI=çê=ÇÉé~êíãÉåíëI=çê=çíÜÉê=é~êíá~ä=
ÉåíáíáÉëK==`ÜÉÅâ=çåäó=çåÉ=Äçñ=áå=íÜáë=ëÉÅíáçåK=fÑ=åç=ÄçñÉë=~êÉ=ÅÜÉÅâÉÇI=jáÅêçëçÑí=ïáää=ÇÉÉã=íÜÉ=
båíÉêéêáëÉ=íç=áåÅäìÇÉ=íÜÉ=båêçääÉÇ=^ÑÑáäá~íÉ=çåäóK=fÑ=ãçêÉ=íÜ~å=çåÉ=Äçñ=áë=ÅÜÉÅâÉÇI=jáÅêçëçÑí=
ïáää=ÇÉÉã=íÜÉ=båíÉêéêáëÉ=íç=áåÅäìÇÉ=íÜÉ=ä~êÖÉëí=åìãÄÉê=çÑ=^ÑÑáäá~íÉëW
==båêçääÉÇ=^ÑÑáäá~íÉçåäó
==båêçääÉÇ=^ÑÑáäá~íÉ=~åÇ=~ää=^ÑÑáäá~íÉë
båêçääÉÇ=^ÑÑáäá~íÉ=~åÇ=íÜÉ=ÑçääçïáåÖ=^ÑÑáäá~íÉEëFElåäó=áÇÉåíáÑó=ëéÉÅáÑáÅ=~ÑÑáäá~íÉë=íç=ÄÉ=áåÅäìÇÉÇ=
áÑ=ÑÉïÉê=íÜ~å=~ää=^ÑÑáäá~íÉë=~êÉ=íç=ÄÉ=áåÅäìÇÉÇ=áå=íÜÉ=båíÉêéêáëÉFW
==båêçääÉÇ=^ÑÑáäá~íÉ=~åÇ=~ää=^ÑÑáäá~íÉëI=ïáíÜ=ÑçääçïáåÖ=^ÑÑáäá~íÉEëF=ÉñÅäìÇÉÇW
b.mäÉ~ëÉ=áåÇáÅ~íÉ=ïÜÉíÜÉê=íÜÉ=båêçääÉÇ=^ÑÑáäá~íÉ?ë=båíÉêéêáëÉ=ïáää=áåÅäìÇÉ=~ää=åÉï=^ÑÑáäá~íÉë=
~ÅèìáêÉÇ=~ÑíÉê=íÜÉ=ëí~êí=çÑ=íÜáë=båêçääãÉåíWbñÅäìÇÉ=ÑìíìêÉ=^ÑÑáäá~íÉë
2.Contact information.
b~ÅÜ=é~êíó=ïáää=åçíáÑó=íÜÉ=çíÜÉê=áå=ïêáíáåÖ=áÑ=~åó=çÑ=íÜÉ=áåÑçêã~íáçå=áå=íÜÉ=ÑçääçïáåÖ=Åçåí~Åí=áåÑçêã~íáçå=
é~ÖÉEëF=ÅÜ~åÖÉëK==qÜÉ=~ëíÉêáëâë=EGF=áåÇáÅ~íÉ=êÉèìáêÉÇ=ÑáÉäÇëK==_ó=éêçîáÇáåÖ=Åçåí~Åí=áåÑçêã~íáçåI=båêçääÉÇ=
^ÑÑáäá~íÉ=ÅçåëÉåíë=íç=áíë=ìëÉ=Ñçê=éìêéçëÉë=çÑ=~ÇãáåáëíÉêáåÖ=íÜáë=båêçääãÉåí=Äó=jáÅêçëçÑíI=áíë=^ÑÑáäá~íÉëI=~åÇ=
çíÜÉê=é~êíáÉë=íÜ~í=ÜÉäé=~ÇãáåáëíÉê=íÜáë=båêçääãÉåíK==qÜÉ=éÉêëçå~ä=áåÑçêã~íáçå=éêçîáÇÉÇ=áå=ÅçååÉÅíáçå=ïáíÜ=
íÜáë=båêçääãÉåí=ïáää=ÄÉ=ìëÉÇ=~åÇ=éêçíÉÅíÉÇ=áå=~ÅÅçêÇ~åÅÉ=ïáíÜ=íÜÉ=éêáî~Åó=ëí~íÉãÉåí=~î~áä~ÄäÉ=~í=
ÜííéëWLLïïïKãáÅêçëçÑíKÅçãLäáÅÉåëáåÖLëÉêîáÅÉÅÉåíÉêK
a.Primary contact.==qÜáë=Åçåí~Åí=áë=íÜÉ=éêáã~êó=Åçåí~Åí=Ñçê=íÜÉ=båêçääãÉåí=Ñêçã=ïáíÜáå=båêçääÉÇ=
^ÑÑáäá~íÉ?ë=båíÉêéêáëÉK==qÜáë=Åçåí~Åí=áë=~äëç=~å=låäáåÉ=^Çãáåáëíê~íçê=Ñçê=íÜÉ=sçäìãÉ=iáÅÉåëáåÖ=
pÉêîáÅÉ=`ÉåíÉê=~åÇ=ã~ó=Öê~åí=çåäáåÉ=~ÅÅÉëë=íç=çíÜÉêëKqÜÉ=éêáã~êó=Åçåí~Åí=ïáää=ÄÉ=íÜÉ=ÇÉÑ~ìäí=
Åçåí~Åí=Ñçê=~ää=éìêéçëÉë=ìåäÉëë=ëÉé~ê~íÉ=Åçåí~Åíë=~êÉ=áÇÉåíáÑáÉÇ=Ñçê=ëéÉÅáÑáÅ=éìêéçëÉë
Name of entity (must be legal entity name)*`áíó=çÑ=råáîÉêëáíó=m~êâ
Contact name* First hÉå==Last fêîáå
Contact email address*âáêîáå]ìéíÉñ~ëKçêÖ
Street address*PUMM=råáîÉêëáíó=_äîÇK
City*råáîÉêëáíó=m~êâ
b^OMNQbåêdçîErpFpidEbkdFEkçîOMNQF m~ÖÉ=VçÑ=NM
açÅìãÉåí=uOMJNMSPO
State/Province*qu
Postal code*TROMRJNTNN
Ecçê=rKpK=~ÇÇêÉëëÉëI=éäÉ~ëÉ=éêçîáÇÉ=íÜÉ=òáé=H=QI=ÉKÖK=ñññññJññññF
Country*rp^
Phone*ONQ=VUT=RPVM
Tax ID
* indicates required fields
b.Notices contact and Online Administrator.qÜáë=Åçåí~Åí=ENF=êÉÅÉáîÉë=íÜÉ=Åçåíê~Åíì~ä=
åçíáÅÉëI=EOF=áë=íÜÉ=låäáåÉ=^Çãáåáëíê~íçê=Ñçê=íÜÉ=sçäìãÉ=iáÅÉåëáåÖ=pÉêîáÅÉ=`ÉåíÉê=~åÇ=ã~ó=
Öê~åí=çåäáåÉ=~ÅÅÉëë=íç=çíÜÉêëI=~åÇ=EPF=áë=~ìíÜçêáòÉÇ=Ñçê=~ééäáÅ~ÄäÉ=låäáåÉ=pÉêîáÅÉë=íç=~ÇÇ=çê=
êÉ~ëëáÖå=iáÅÉåëÉëI=ëíÉéJìéI=~åÇ=áåáíá~íÉ=qê~åëáíáçåë=éêáçê=íç=~=íêìÉJìé=çêÇÉêK
==p~ãÉ=~ë=éêáã~êó=Åçåí~Åí=EÇÉÑ~ìäí=áÑ=åç=áåÑçêã~íáçå=áë=éêçîáÇÉÇ=ÄÉäçïI=ÉîÉå=áÑ=íÜÉ=Äçñ=áë=
åçí=ÅÜÉÅâÉÇFK
Contact name* First ==Last
Contact email address*
Street address*
City*
State/Province*
Postal code*J
Ecçê=rKpK=~ÇÇêÉëëÉëI=éäÉ~ëÉ=éêçîáÇÉ=íÜÉ=òáé=H=QI=ÉKÖK=ñññññJññññF
Country*
Phone*
Language preference.==`ÜççëÉ=íÜÉ=ä~åÖì~ÖÉ=Ñçê=åçíáÅÉëK==båÖäáëÜ
==qÜáë=Åçåí~Åí=áë=~=íÜáêÇ=é~êíó=Eåçí=íÜÉ=båêçääÉÇ=^ÑÑáäá~íÉFK==t~êåáåÖW=qÜáë=Åçåí~Åí=êÉÅÉáîÉë=
éÉêëçå~ääó=áÇÉåíáÑá~ÄäÉ=áåÑçêã~íáçå=çÑ=íÜÉ=`ìëíçãÉê=~åÇ=áíë=^ÑÑáäá~íÉëK
* indicates required fields
c.Online Services Manager. qÜáë=Åçåí~Åí=áë=~ìíÜçêáòÉÇ=íç=ã~å~ÖÉ=íÜÉ=låäáåÉ=pÉêîáÅÉë=
çêÇÉêÉÇ=ìåÇÉê=íÜÉ=båêçääãÉåí=~åÇ=EÑçê=~ééäáÅ~ÄäÉ=låäáåÉ=pÉêîáÅÉëF=íç=~ÇÇ=çê=êÉ~ëëáÖå=
iáÅÉåëÉëI=ëíÉéJìéI=~åÇ=áåáíá~íÉ=qê~åëáíáçåë=éêáçê=íç=~=íêìÉJìé=çêÇÉêK
==p~ãÉ=~ë=åçíáÅÉë=Åçåí~Åí=~åÇ=låäáåÉ=^Çãáåáëíê~íçêEÇÉÑ~ìäí=áÑ=åç=áåÑçêã~íáçå=áë=éêçîáÇÉÇ=
ÄÉäçïI=ÉîÉå=áÑ=Äçñ=áë=åçí=ÅÜÉÅâÉÇF
Contact name*: First Last
Contact email address*
Phone*
qÜáë=Åçåí~Åí=áë=Ñêçã=~=íÜáêÇ=é~êíó=çêÖ~åáò~íáçå=Eåçí=íÜÉ=ÉåíáíóFK==t~êåáåÖW==qÜáë=Åçåí~Åí=
êÉÅÉáîÉë=éÉêëçå~ääó=áÇÉåíáÑá~ÄäÉ=áåÑçêã~íáçå=çÑ=íÜÉ=ÉåíáíóK
* indicates required fields
d.Reseller information. oÉëÉääÉê=Åçåí~Åí=Ñçê=íÜáë=båêçääãÉåí=áëW
Reseller company name* pef=fåíÉêå~íáçå~ä=`çêé
Street address (PO boxes will not be accepted)* OVM=a~îáÇëçå=^îÉ
City* pçãÉêëÉí
State/Province* kg
Postal code* MUUTP
Country* rp^
Contact name*
Phone* UUU=TSQ=UUUU
Contact email address*
* indicates required fields
b^OMNQbåêdçîErpFpidEbkdFEkçîOMNQF m~ÖÉ=NMçÑ=NM
açÅìãÉåí=uOMJNMSPO
_ó=ëáÖåáåÖ=ÄÉäçïI=íÜÉ=oÉëÉääÉê=áÇÉåíáÑáÉÇ=~ÄçîÉ=ÅçåÑáêãë=íÜ~í=~ää=áåÑçêã~íáçå=éêçîáÇÉÇ=áå=íÜáë=
båêçääãÉåí=áë=ÅçêêÉÅíK
Signature*
Printed name*
Printed title*
Date*
* indicates required fields
Changing a Reseller.==fÑ=jáÅêçëçÑí=çê=íÜÉ=oÉëÉääÉê=ÅÜççëÉë=íç=ÇáëÅçåíáåìÉ=ÇçáåÖ=ÄìëáåÉëë=
ïáíÜ=É~ÅÜ=çíÜÉêI=båêçääÉÇ=^ÑÑáäá~íÉ=ãìëí=ÅÜççëÉ=~=êÉéä~ÅÉãÉåí=oÉëÉääÉêK==fÑ=båêçääÉÇ=^ÑÑáäá~íÉ=çê=
íÜÉ=oÉëÉääÉê=áåíÉåÇë=íç=íÉêãáå~íÉ=íÜÉáê=êÉä~íáçåëÜáéI=íÜÉ=áåáíá~íáåÖ=é~êíó=ãìëí=åçíáÑó=jáÅêçëçÑí=
~åÇ=íÜÉ=çíÜÉê=é~êíó=ìëáåÖ=~=Ñçêã=éêçîáÇÉÇ=Äó=jáÅêçëçÑí=~í=äÉ~ëí=VM=Ç~óë=éêáçê=íç=íÜÉ=Ç~íÉ=çå=
ïÜáÅÜ=íÜÉ=ÅÜ~åÖÉ=áë=íç=í~âÉ=ÉÑÑÉÅíK
e.fÑ=båêçääÉÇ=^ÑÑáäá~íÉ=êÉèìáêÉë=~=ëÉé~ê~íÉ=Åçåí~Åí=Ñçê=~åó=çÑ=íÜÉ=ÑçääçïáåÖI=~íí~ÅÜ=íÜÉ=
pìééäÉãÉåí~ä=`çåí~Åí=fåÑçêã~íáçåÑçêãK==Otherwise, the notices contact and Online
Administratorremains the default.
(i)^ÇÇáíáçå~ä=åçíáÅÉë=Åçåí~Åí
(ii)pçÑíï~êÉ=^ëëìê~åÅÉ=ã~å~ÖÉê
(iii)pìÄëÅêáéíáçåë=ã~å~ÖÉê
(iv)`ìëíçãÉê=pìééçêí=j~å~ÖÉê=E`pjF=Åçåí~Åí
3.Financing elections.
fë=~=éìêÅÜ~ëÉ=ìåÇÉê=íÜáë=båêçääãÉåí=ÄÉáåÖ=Ñáå~åÅÉÇ=íÜêçìÖÜ=jp=cáå~åÅáåÖ\===vÉëI==kçK
fÑ=~=éìêÅÜ~ëÉ=ìåÇÉêíÜáë=båêçääãÉåí=áë=Ñáå~åÅÉÇ=íÜêçìÖÜ=jp=cáå~åÅáåÖI=~åÇ=båêçääÉÇ=^ÑÑáäá~íÉ=ÅÜççëÉë=åçí=
íç=Ñáå~åÅÉ=~åó=~ëëçÅá~íÉÇ=í~ñÉëI=áí=ãìëí=é~ó=íÜÉëÉ=í~ñÉë=ÇáêÉÅíäó=íç=jáÅêçëçÑíK
EA-EASProdSelForm(US)SLG(ENG)(Oct2012)Page 1 of 2
Document X20-03622
Enterprise and Enterprise Subscription Enrollment Product
Selection Form –State and Local
Enrollment Number
Microsoft to complete for initial term
Reseller to complete for renewal
Step 1.Please indicate whether Enrolled Affiliate is ordering Enterprise Products or Enterprise
Online Services on the initial enrollment order. Choose both if applicable.
Enterprise Products. Choose platform option: Professional Desktop with MDOP
Qualified Devices:200 Qualified Users:250
Enterprise Online Services1
Step 2.Select the Products and Quantities Enrolled Affiliate is ordering on its initial Enrollment
Order. Quantity may not include any Licenses which Enrolled Affiliate has selected for optional
future use, or to which it is transitioning or stepping up within enrollment term.Products for which
the Enrolled Affiliate has an option to transition or step-up should be listed in Step 3.
Products2 Quantity
Office Professional Plus
Office Pro Plus 200
Office Pro Plus for Office 365
Office 365 Plans1
Office 365 (Plan E1)
Office 365 (Plan E2)
Office 365 (Plan E3)
Office 365 (Plan E4)
Client Access License (CAL). Choose 1 Option.
Core CAL, including Bridge CAL’s (if applicable)
Core CAL 250
Core CAL Bridge for Office 365
Core CAL Bridge for Windows Intune
Core CAL Bridge for Office 365 and Windows Intune
Enterprise CAL (ECAL)
ECAL
ECAL Bridge for Office 365
ECAL Bridge for Windows Intune
ECAL Bridge for Office 365 and Windows Intune
The Client Access License selection must be the same across the Enterprise. Specify whether
licensing CAL per Device or User: User
Windows Desktop
Windows OS Upgrade 200
Windows VDA
Windows Intone
Windows Intune
Windows Intune Add-on3
Other Enterprise Products
Microsoft Desktop Optimization Pack (MDOP)4 200
EA-EASProdSelForm(US)SLG(ENG)(Oct2012)Page 2of 2
Document X20-03622
If selecting Windows Desktop or Windows Intune option, Enrolled Affiliateacknowledges the
following:
a.The Windows Desktop Operating System Upgrade licenses offered throughthis Enrollment
are not full licenses. The Enrolled Affiliate and any included Affiliates have qualifying
operating system licenses for all devices on which the Windows Desktop Operating System
Upgradeor Windows Intunelicensesare run.
b.In order to use a third party to reimage the Windows Operating System Upgrade, Enrolled
Affiliatemust certify that Enrolled Affiliate has acquired qualifying operating system licenses.
See the Product List for details.
Step 3.Indicate new Enterprise Products and Online Services Enrolled Affiliate has selected for
optional future use where not selected on the initial enrollment order (above):
Products2
Office Pro Plus for Office 365
Office 365 (Plan E1)
Office 365 (Plan E2)
Office 365 (Plan E3)
Office 365 (Plan E4)
Enterprise CAL(ECAL)Step-up, including Bridge CALs
Windows Intune
Windows Intune Add-on3
This form must be attached to a signature form to be valid.
ProgramSignForm(MSSign)(NA,LatAm)ExBRA,MLI(ENG)(Aug2014)Page 1 of 2
Program Signature Form
MBA/MBSA number Proposal ID
Agreement number 01E73535
Note: Enter the applicable active numbers associated with the documents below. Microsoft
requires the associated active number be indicated here, or listed below as new.
For the purposes of this form, “Customer” can mean the signing entity, Enrolled Affiliate,
Government Partner, Institution, or other party entering into a volume licensing program
agreement.
This signature form and all contract documents identified in the table below are entered into between
the Customer and the Microsoft Affiliate signing,as of the effective date identified below.
Contract Document Number or Code
<Choose Agreement>Document Number or Code
<Choose Agreement>Document Number or Code
<Choose Agreement>Document Number or Code
<Choose Agreement>Document Number or Code
<Choose Agreement>Document Number or Code
Enterprise Enrollment X20-10632
<Choose Enrollment/Registration>Document Number or Code
<Choose Enrollment/Registration>Document Number or Code
<Choose Enrollment/Registration>Document Number or Code
<Choose Enrollment/Registration>Document Number or Code
Product Selection Form X20-03622
Document Description Document Number or Code
Document Description Document Number or Code
Document Description Document Number or Code
Document Description Document Number or Code
By signing below, Customer and the Microsoft Affiliate agree that both parties (1) have received, read
and understand the above contract documents, including any websites or documents incorporated by
reference and any amendments and (2) agree to be bound by the terms of all such documents.
Customer
Name of Entity (must be legal entity name)* City of University Park
Signature*
Printed First and Last Name*
Printed Title
Signature Date*
Tax ID
* indicates required field
ProgramSignForm(MSSign)(NA,LatAm)ExBRA,MLI(ENG)(Aug2014)Page 2 of 2
Microsoft Affiliate
Microsoft Corporation
Signature
Printed First and Last Name
Printed Title
Signature Date
(date Microsoft Affiliate countersigns)
Agreement Effective Date
(may be different than Microsoft’s signature date)
Optional 2nd Customer signature or Outsourcer signature (if applicable)
Customer
Name of Entity (must be legal entity name)*
Signature*
Printed First and Last Name*
Printed Title
Signature Date*
* indicates required field
Outsourcer
Name of Entity (must be legal entity name)*
Signature*
Printed First and Last Name*
Printed Title
Signature Date*
* indicates required field
If Customer requires physical media, additional contacts, or is reporting multiple previous Enrollments,
include the appropriate form(s) with this signature form.
After this signature form is signed by the Customer, send it and the Contract Documents to
Customer’s channel partner or Microsoft account manager, who must submit them to the following
address. When the signature form is fully executed by Microsoft, Customer will receive a confirmation
copy.
Microsoft Corporation
Dept. 551, Volume Licensing
6100 Neil Road, Suite 210
Reno, Nevada 89511-1137
USA