HomeMy WebLinkAboutAgenda 11-18-2025; 8-l - Approval of Enterprise Agreement for Microsoft Office 365 Subscription Licenses 1
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: November 18, 2025
Action Agenda
Item No. 8-1
SUBJECT: Approval of Enterprise Agreement for Microsoft Office 365 Subscription
Licenses
DEPARTMENT: Information Technologies
ATTACHMENT(S): INFORMATION CONTACT:
Contract with Software House Robert Reynolds, Chief Information
International Officer, 919-245-2276
Quote from Software House International David Mathias, IT Operations Manager,
Microsoft Enterprise Enrollment 919-245-2272
PURPOSE: To:
1) Approve and authorize the Manager to sign a contract for the purchase of Microsoft
Office 365 subscription licenses from Software House International Corp.; and
2) Approve and authorize the Manager to sign the associated Microsoft Volume Licensing
Enrollment Agreement.
BACKGROUND: Orange County staff utilize Microsoft Office 365 products to assist with
productivity. The current Enterprise Agreement with Microsoft is three years old and is due to
be renewed. The attached agreement has been negotiated between Software House
International Corp., Microsoft, and Orange County legal staff using the County's contract
template.
Since January 2023, Orange County has had an Enterprise Agreement with Microsoft to
provide licensing for the Microsoft Enterprise 365 software suite, Power BI, Teams, Datacenter
Server, and Visio. This Enterprise Agreement allowed for the use of this software with the
yearly unit price for the software locked in place over the term of the agreement. The new
Enterprise Agreement will continue the same model, with the price locked in for the next three
(3) years.
The associated Microsoft Volume Licensing Enrollment Agreement was originated by the
vendor in line with industry standards while also meeting policy requirements and legal
sufficiency.
FINANCIAL IMPACT: The annual subscription amount is $681,807.31 through NC State
Contract#208C, paid annually each year for three years. The ongoing costs for Microsoft Office
365 are funded through the Information Technologies Operating Budget with the existing
annual maintenance line item. Funding for the FY 2025-26 portion of this three-year agreement
was previously appropriated in the budget. Funding will be included in the Manager's
Recommended budgets in future fiscal years. It should be noted that the agreement may
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experience incremental increases in the annual subscription if the County requests additional
licenses from year to year.
ALIGNMENT WITH STRATEGIC PLAN: This item supports:
• GOAL 5: PUBLIC EDUCATION/ LEARNING COMMUNITY
OBJECTIVE 3. Provide support for workforce development through training, tools,
technology, and other resources.
RECOMMENDATION(S): The Manager recommends that the Board
1) Approve and authorize the Manager to sign a contract for the purchase of Microsoft
Office 365 subscription licenses from Software House International Corp. as well as
any future amendments; and
2) Approve and authorize the Manager to sign the associated Microsoft Volume Licensing
Enrollment Agreement as well as any future amendments.
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[Departmental Use Only]
TITLE M365 Renewal
FY 26
NORTH CAROLINA
SERVICES AGREEMENT NO RFP/RFQ
ORANGE COUNTY
This Services Agreement (hereinafter "Agreement"), made and entered into this 1st day of
February, 2026, ("Effective Date") by and between Orange County, North Carolina a political
subdivision of the State of North Carolina (hereinafter, the "County") and Software Houes
International, (hereinafter, the "Provider").
WITNESSETH:
That the County and Provider, for the consideration herein named,do hereby agree as follows:
1. Services
a. Scope of Work.
i) This Agreement is for services to be rendered by Provider to County with respect
to (insert type ofproject): Purchase of Microsoft 365 licensing per Exhibit A
ii) By executing this Agreement, the Provider represents and agrees that Provider is
qualified to perform and fully capable of performing and providing the services
required or necessary under this Agreement in a fully competent, professional and
timely manner.
iii) Time is of the essence with respect to this Agreement.
iv) The services to be performed under this Agreement consist of Basic Services, as
described and designated in Section 3 hereof. Compensation to the Provider for
Basic Services under this Agreement shall be as set forth herein.
2. Responsibilities of the Provider
a. Services to be provided. The Provider shall provide the County with all services required
in Section 3 to satisfactorily complete the Project within the time limitations set forth
herein and in accordance with the highest professional standards.
b. Standard of Care.
i) The Provider shall exercise reasonable care and diligence in performing services
under this Agreement in accordance with the highest generally accepted standards
of this type of Provider practice throughout the United States and in accordance
with applicable federal, state and local laws and regulations applicable to the
performance of these services. Provider is solely responsible for the professional
quality, accuracy and timely completion and submission of all work related to the
Basic Services.
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ii) Provider shall be responsible for all errors or omissions of its agents, contractors,
employees, or assigns in the performance of the Agreement. Provider shall correct
any and all errors, omissions, discrepancies, ambiguities, mistakes or conflicts at
no additional cost to the County.
iii) The Provider shall not, except as otherwise provided for in this Agreement,
subcontract the performance of any work under this Agreement without prior
written permission of the County. No permission for subcontracting shall create,
between the County and the subcontractor, any contract or any other relationship.
iv) Provider is an independent contractor of County. Any and all employees of the
Provider engaged by the Provider in the performance of any work or services
required of the Provider under this Agreement, shall be considered employees or
agents of the Provider only and not of the County, and any and all claims that may
or might arise under any workers compensation or other law or contract on behalf
of said employees while so engaged shall be the sole obligation and responsibility
of the Provider.
v) If activities related to the performance of this Agreement require specific licenses,
certifications, or related credentials Provider represents that it or its employees,
agents and subcontractors engaged in such activities possess such licenses,
certifications, or credentials and that such licenses certifications, or credentials are
current, active, and not in a state of suspension or revocation.
vi) Should any documents, exhibits, or addenda be attached to this Agreement, the
terms of this Agreement shall have priority in any conflict with or among the terms
of such referenced documents, exhibits, or addenda.
vii) Should this Agreement involve project designs, the construction or creation of
which is to be bid out or fulfilled by other contractors, and bidding or negotiation
with contractors produce prices which, when added to the other elements of the
approved total project cost, produce a cost that is in excess of the approved total
project cost,the Provider shall participate with the County in negotiation and design
adjustments to the extent such are necessary to obtain prices within the approved
total project cost. All activity of the Provider with respect to these matters shall
constitute Basic Services and shall be performed by the Provider without additional
compensation. If negotiation and design adjustments fail to bring costs within the
total project cost the County may reject all bids and Provider will redesign or reduce
portions of the project in an effort to reduce the bid prices to within the total project
cost and rebid the project. One such redesign is included within Basic Services. If
this second letting for bids does not produce bids that are within the approved total
project cost initially or after negotiations with the contractor the cost is not reduced
to an amount within the total project cost, the Provider is not obligated to engage
in further redesign.
3. Basic Services
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a. Basic Services. The Services to be rendered pursuant to this Agreement are as follows
(fully describe services to be provided): To resell Microsoft 365 Licenses to Orange
County per Exhibit A
4. Duration of Services
a. Term. The term of this Agreement shall be from February 1St, 2026 to January 31St,
2027.
b. Scheduling of Services.
i) The Provider shall schedule and perform its activities in a timely manner.
ii) Should the County determine that the Provider is behind schedule, it may require
the Provider to expedite and accelerate its efforts, including providing additional
resources and working overtime,as necessary,to perform its services in accordance
with the approved project schedule at no additional cost to the County.
iii) The Commencement Date for the Provider's Basic Services shall be February 1St,
2026.
5. Compensation
a. Compensation for Basic Services. Compensation for Basic Services shall include all
compensation due the Provider from the County for all services satisfactorily (as
determined by the County)performed pursuant to this Agreement. The maximum amount
payable for Basic Services shall not exceed Six Hundred Eighty-One Thousand, Eight
Hundred Seven Dollars and Thirty-One Cents Dollars ($681,807.31). Payment for
satisfactorily performed Basic Services shall become due and payable within thirty (30)
days of Provider properly invoicing County. Payment shall be subject to provisions of
Section 5(b).
b. Disputes. In the event the amount stated on an invoice is disputed by the County, the
County may withhold payment of all or a portion of the amount stated on an invoice until
the parties resolve the dispute. Should Provider fail to perform its duties under the terms
of this Agreement,County may,without fault or penalty,withhold any payment associated
with the work to be performed until such time as said work is completed.
c. Additional Services. County shall not be responsible for costs related to any services in
addition to the Basic Services performed by Provider unless County requests such
additional services in writing and such additional services are evidenced by a written
amendment to this Agreement.
6. Responsibilities of the County
a. Cooperation and Coordination. The County has designated (Robert Reynolds) to act as
the County's representative with respect to the Project who shall have the authority to
render decisions within guidelines established by the County Manager or the County
Board of Commissioners and who shall be available during working hours as often as may
be reasonably required to render decisions and to furnish information.
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7. Insurance
a. General Requirements. Provider shall obtain, at its sole expense, Commercial General
Liability Insurance, Automobile Insurance, Workers' Compensation Insurance, and any
additional insurance as may be required by County's Risk Manager as such insurance
requirements are described in the Orange County Risk Transfer Policy and Orange
County Minimum Insurance Coverage Requirements (each document is incorporated
herein by reference and may be viewed at
http://www.orangecountync.gov/departments/purchasing division/contracts.php). If
County's Risk Manager determines additional insurance coverage is required such
additional insurance shall consist of N/A (if no additional insurance required mark N/A
as being not applicable). Provider shall not commence work until such insurance is in
effect and certification thereof has been received by the County's Risk Manager.
8. Indemnity
a. Indemnity. To the extent authorized by North Carolina law the Provider agrees, without
limitation, to defend, indemnify and hold harmless the County from all loss, liability,
claims or expense, including attorney's fees, arising out of or related to the Project and
arising from property damage or bodily injury including death to any person or persons
caused in whole or in part by the negligence or misconduct of the Provider except to the
extent same are caused by the negligence or willful misconduct of the County. It is the
intent of this provision to require the Provider to indemnify the County to the fullest extent
permitted under North Carolina law.
9. Amendments to the Agreement
a. Changes in Basic Services. Changes in the Basic Services and entitlement to additional
compensation or a change in duration of this Agreement shall be made by a written
Amendment to this Agreement executed by the County and the Provider. The Provider
shall proceed to perform the Services required by the Amendment only after receiving a
fully executed Amendment from the County.
10. Termination
a. Termination for Convenience of the County. This Agreement may be terminated without
cause by the County and for its convenience upon seven (7) days' prior written notice to
the Provider.
b. Other Termination. The Provider may terminate this Agreement based upon the County's
material breach of this Agreement; provided, the County has not taken all reasonable
actions to remedy the breach. The Provider shall give the County seven (7) days'prior
written notice of its intent to terminate this Agreement for cause. Either party may
terminate this Agreement upon notice to the other party that obligations pursuant to this
Agreement are made impractical due to declarations of emergency by Orange County or
by North Carolina due to events directly impacting Orange County. Both parties shall
remain responsible for all payment and performance due up to the receipt of such notice,
but shall have no further obligation or responsibility beyond that date provided the
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terminating party has taken all reasonable steps to complete the performance of its
obligations.
c. Compensation After Termination.
i) In the event of termination, the Provider shall be paid that portion of the fees and
expenses that it has earned to the date of termination, less any costs or expenses
incurred or anticipated to be incurred by the County due to errors or omissions of
the Provider. Upon request of the County, the Provider shall submit to County all
relevant documentation, including but not limited to,job cost records, to support its
claims for final compensation.
ii) Should this Agreement be terminated, the Provider shall deliver to the County
within seven(7)days, at no additional cost, all deliverables including any electronic
data or files relating to the Project.
d. Waiver. The payment of any sums by the County under this Agreement or the failure of
the County to require compliance by the Provider with any provisions of this Agreement
or the waiver by the County of any breach of this Agreement shall not constitute a waiver
of any claim for damages by the County for any breach of this Agreement or a waiver of
any other required compliance with this Agreement.
e. Suspension. County may suspend the Basic Services and this Agreement at any time for
County's convenience and without penalty to County upon three (3) days' notice to
Provider. Upon any suspension by County, Provider shall discontinue work on the Basic
Services and shall not resume the Basic Services until notified to proceed by County.
11. Additional Provisions
a. Limitation and Assignment. The County and the Provider each bind themselves, their
successors, assigns and legal representatives to the terms of this Agreement. Neither the
County nor the Provider shall assign or transfer its interest in this Agreement without the
written consent of the other. There are no third-party beneficiaries of this Agreement and
nothing in this Agreement, express or implied, is intended to confer on any person other
than the parties hereto (and their respective successors, heirs and permitted assigns), any
rights,remedies, or obligations.
b. Governing Law. This Agreement and the duties, responsibilities, obligations and rights
of respective parties hereunder shall be governed by the laws of the State of North
Carolina. By executing this Agreement Provider affirms that Provider and any
subcontractors of Provider are and shall remain in compliance with Article 2 of Chapter
64 of the North Carolina General Statutes. By executing this Agreement Provider
certifies that Provider has not been identified, and has not utilized the services of any
agent or subcontractor identified, on the list created by the State Treasurer pursuant to
G.S. 147-86.58. By executing this Agreement Provider certifies that Provider has not
been identified, and has not utilized the services of any agent or subcontractor identified,
on the list created by the State Treasurer pursuant to G.S. 147-86.81.
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c. Non-Discrimination. Provider shall at all times remain in compliance with all applicable
local, state, and federal laws, rules, and regulations including but not limited to all state
and federal non-discrimination laws, policies, rules, and regulations and the Orange
County Non-Discrimination Policy and Orange County Living Wage Policy(each Orange
County policy is incorporated herein by reference and may be viewed at
http://www.orangecountync.gov/departments/Turchasing division/contracts.php.) Any
violation of the Orange County Non-Discrimination Policy is a breach of this Agreement
and County may immediately terminate this Agreement without further obligation on the
part of the County. This paragraph is not intended to limit and does not limit the definition
of breach to discrimination.
d. Dispute Resolution.Any and all suits or actions to enforce, interpret or seek damages with
respect to any provision of, or the performance or non-performance of, this Agreement
shall be brought in the General Court of Justice of North Carolina sitting in Orange
County, North Carolina. It is agreed by the parties that no other court shall have
jurisdiction or venue with respect to such suits or actions. Binding arbitration may not be
initiated by either Party, however, the Parties may agree to nonbinding mediation of any
dispute prior to the bringing of such suit or action.
e. Entire Agreement. This Agreement represents the entire and integrated agreement
between the County and the Provider and supersedes all prior negotiations,representations
or agreements, either written or oral. This Agreement may be amended only by written
instrument signed by both parties. Modifications may be evidenced by facsimile
signatures.
f. Severability. If any provision of this Agreement is held as a matter of law to be
unenforceable, the remainder of this Agreement shall be valid and binding upon the
Parties.
g. Ownership of Work Product. Should Provider's performance of this Agreement generate
documents,items or things that are specific to this Project such documents,items or things
shall become the property of the County and may be used on any other project without
additional compensation to the Provider. The use of the documents,items or things by the
County or by any person or entity for any purpose other than the Project as set forth in this
Agreement shall be at the full risk of the County.
h. Non-Appropriation. Provider acknowledges that County is a governmental entity, and the
validity of this Agreement is based upon the availability of public funding under the
authority of its statutory mandate.
In the event that public funds are unavailable or not appropriated for the performance of
County's obligations under this Agreement, then this Agreement shall automatically
expire without penalty to County immediately upon written notice to Provider of the
unavailability or non-appropriation of public funds.It is expressly agreed that County shall
not activate this non-appropriation provision for its convenience or to circumvent the
requirements of this Agreement.
In the event of a change in the County's statutory authority, mandate or mandated
functions, by state or federal legislative or regulatory action, which adversely affects
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County's authority to continue its obligations under this Agreement, then this Agreement
shall automatically terminate without penalty to County upon written notice to Provider
of such limitation or change in County's legal authority.
i. Signatures. This Agreement together with any amendments or modifications may be
executed electronically. All electronic signatures affixed hereto evidence the consent of
the Parties to utilize electronic signatures and the intent of the Parties to comply with
Article I IA and Article 40 of North Carolina General Statute Chapter 66.
j. Notices. Any notice required by this Agreement shall be in writing and delivered by
certified or registered mail,return receipt requested to the following:
Orange County Provider's Name
Attention:Robert Reynolds Software House International
P.O. Box 8181
Hillsborough,NC 27278
[SIGNATURE PAGE TO FOLLOW]
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IN WITNESS WHEREOF, the Parties, by and through their authorized agents, have
hereunder set their hands and seal, all as of the day and year first above written.
ORANGE COUNTY: PROVIDER:
By: By:
Travis Myren
Printed Name and Title
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ORANGE COUNTY-INTERNAL USE ONLY
Finance Information
Vendor Name: Software House International Vendor Contact Person: Carolina Vance Phone: 630-854-6110
Address: City State: Zip: Department: Information Technologies Amount: $681,831
Purpose:M365 Renewal Budget Code(s): Vendor#
Vendor Status with NCSOS: Vendor is a BOCC consultant: ❑Yes 0 No
Contract Details
Contract Type: ®New ❑Amendment(Original Contract: )(Most Recent Amendment )
Effective Date 2/1/2026 End Date 1/31/2027 Notice Date (Notice Purpose )
Award
❑ Approved by Board(Agenda Date: ❑ Made or Administered by
Signature Authority
- ❑BOCC Express Delegation(Agenda Date:
- Policy 9.4: ❑Under$5,000; ❑ Service Under$90,000; ❑ Construction Under$250,000
❑Budget Policy Section XV(Capital Improvement Project:
Bidding
❑Informal Bidding($30k-$90k); ❑Formal RFP($90k+); ❑Other(<$30k); ❑Exception(#-----)
Department Affirmation
❑This agreement is approved as to technical form and content and I as Department Director affirmatively state work
on this project has not been initiated prior to execution of the agreement.
❑This agreement is approved as to technical form and content. Services related to this agreement have already
begun or been completed.Description of the nature of the emergency condition that was addressed:
Department Director's Signature Date:
Information Technologies
This agreement has been reviewed and is approved as to information technology content and specifications:
Office of the Chief Information Officer Date:
❑Inapplicable because no hardware/software purchases or related services
Risk Management
This agreement is approved for sufficiency of insurance standards,specifications,and requirements:
Office of the Risk Management Officer Date:
Financial Services
This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act:
Office of the Chief Financial Officer Date:
Legal Services
This agreement is approved as to legal form and sufficiency:
Office of the County Attorney Date:
Clerk to the Board
All Docusign contracts must be copied to the Clerk upon completion: occlerkdocs@orangecountync.gov
The following signature block is for hard copies only and is not required for Docusign contracts:
Received for record retention:
Office of the Clerk to the Board Date:
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Pricing Proposal
Quotation#: 26814646
Reference#: EA 75194012- Renewal
Created On: 10/31/2025
Valid Until: 11/28/2025
NC-County of Orange Microsoft Inside Account
Manager
Robert Reynolds Ashley Campbell
PO Box 8181 -
Hillsborough,NC 27278-8181 Phone:-
United States Fax:
Phone:9192452651 Email: MSSouthAtlanticGov@shi.com
Fax:
Email: roreynolds@orangecountync.gov
All Prices are in US Dollar(USD)
Product Qty Your Price Total
1 SQL Server Standard Core ALng LSA 2L 73 $1,479.11 $107,975.03
Microsoft-Part#:7NQ-00302
Contract Name: Microsoft Software-Enterprise Agreement
Contract#:208C
Coverage Term:2/1/2026—1/31/2027
Note: EA 75194012-Renewal;See Payment Schedule
2 Win Server DC Core ALng SA 2L 120 $136.77 $16,412.40
Microsoft-Part#:9EA-00278
Contract Name: Microsoft Software-Enterprise Agreement
Contract#:208C
Coverage Term:2/1/2026—1/31/2027
Note: EA 75194012-Renewal;See Payment Schedule
3 Win Server Standard Core ALng SA 2L 16 $21.29 $340.64
Microsoft-Part#:9EM-00270
Contract Name: Microsoft Software-Enterprise Agreement
Contract#:208C
Coverage Term:2/1/2026—1/31/2027
Note: EA 75194012-Renewal;See Payment Schedule
4 M365 G3 Unified FUSL GCC Sub Per User 1373 $389.19 $534,357.87
Microsoft-Part#:AAD-34704
Contract Name: Microsoft Software-Enterprise Agreement
Contract#:208C
Coverage Term:2/1/2026—1/31/2027
Note: EA 75194012-Renewal;See Payment Schedule
5 Copilot Studio Legacy USL GCC Sub Per User 1 $0.00 $0.00
Microsoft-Part#:8S2-00003
Contract Name: Microsoft Software-Enterprise Agreement
Contract#:208C
Coverage Term:2/1/2026—1/31/2027
Note: EA 75194012-Renewal;See Payment Schedule
6 M365 Copilot GCC Sub Add-on 20 $368.55 $7,371.00
Microsoft-Part#: EP2-24658
Contract Name: Microsoft Software-Enterprise Agreement 13
Contract#:208C
Coverage Term:2/1/2026—1/31/2027
Note: EA 75194012-Renewal;See Payment Schedule
7 Visio P2 GCC Sub Per User 4 $138.57 $554.28
Microsoft-Part#: P3U-00001
Contract Name: Microsoft Software-Enterprise Agreement
Contract#:208C
Coverage Term:2/1/2026—1/31/2027
Note: EA 75194012-Renewal;See Payment Schedule
8 Copilot Studio GCC Sub(Messages) 1 $2,457.00 $2,457.00
Microsoft-Part#:YGD-00001
Contract Name:Microsoft Software-Enterprise Agreement
Contract#:208C
Coverage Term:2/1/2026—1/31/2027
Note: EA 75194012-Renewal;See Payment Schedule
9 Power BI Pro GCC Sub Per User 45 $101.23 $4,555.35
Microsoft-Part#: DDJ-00001
Contract Name:Microsoft Software-Enterprise Agreement
Contract#:208C
Coverage Term:2/1/2026—1/31/2027
Note:EA 75194012-Renewal;See Payment Schedule
10 Teams AC with Dial Out US/CA GCC Sub Add-on 1373 $0.00 $0.00
Microsoft-Part#: NYH-00001
Contract Name: Microsoft Software-Enterprise Agreement
Contract#:208C
Coverage Term:2/1/2026—1/31/2027
Note:EA 75194012-Renewal;See Payment Schedule
11 Teams Rooms Pro GCC Sub Per Device 18 $432.43 $7,783.74
Microsoft-Part#:VA1-00001
Contract Name: Microsoft Software-Enterprise Agreement
Contract#:208C
Coverage Term:2/1/2026—1/31/2027
Note: EA 75194012-Renewal;See Payment Schedule
Total $681,807.31
Additional Comments
Payment Schedule:
Year 1 (2/1/2026-1/31/2027):$681,807.31
Year 2(2/1/2027-1/31/2028): $681,807.31
Year 3(2/1/2028-1/31/2029):$681,807.31
Total:$2,045,421.93
Due to the potential impact of any current or future tariffs,the price and availability of hardware items on this quote may be subject
to change.
Thank you for choosing SHI International Corp!The pricing offered on this quote proposal is valid through the expiration date listed
above.To ensure the best level of service, please provide End User Name, Phone Number, Email Address and applicable Contract
Number when submitting a Purchase Order. For any additional information including Hardware, Software and Services Contracts,
please contact an SHI Inside Sales Representative at(888)744-4084.SHI International Corp.is 100%Minority Owned,Woman
Owned Business.TAX ID#22-3009648; DUNS#61-1429481;CCR#61-243957G;CAGE 1 HTFO
The products offered under this proposal are resold in accordance with the terms and conditions of the Contract referenced under
that applicable line item. 14
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Microsoft
Enterprise Enrollment State and Local
Enterprise Enrollment number 73183586 Framework ID
(Microsoft to complete) (if applicable)
Previous Enrollment number 75194012
(Reseller to complete)
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.
This Enrollment consists of: (1) these terms and conditions, (2) the terms of the Enterprise Agreement
identified on the signature form, (3) the Product Selection Form, (4) the Product Terms, (5) the Microsoft
Products and Services Data Protection Addendum, (6) any Supplemental Contact Information Form,
Previous Agreement/Enrollment form, and other forms that may be required, and (7) any order submitted
under this Enrollment. This Enrollment may only be entered into under a 2011 or later Enterprise
Agreement. By entering into this Enrollment, Enrolled Affiliate agrees to be bound by the terms and
conditions of the Enterprise Agreement.
All terms used but not defined are located at http://www.microsoft.com/licensing/contracts. In the event of
any conflict the terms of this Agreement control.
Effective date. If Enrolled Affiliate is renewing Software Assurance or Subscription Licenses from one or
more previous Enrollments or agreements, then the effective date will be the day after the first prior
Enrollment or agreement expires or terminates. If this Enrollment is renewed, the effective date of the
renewal term will be the day after the Expiration Date of the initial term. Otherwise, the effective date will
be the date this Enrollment is accepted by Microsoft. Any reference to "anniversary date" refers to the
anniversary of the effective date of the applicable initial or renewal term for each year this Enrollment is in
effect.
Term. The initial term of this Enrollment will expire on the last day of the month, 36 full calendar months
from the effective date of the initial term. The renewal term will expire 36 full calendar months after the
effective date of the renewal term.
Terms and Conditions
1. Definitions.
Terms used but not defined in this Enrollment will have the definition in the Enterprise Agreement. The
following definitions are used in this Enrollment:
"Additional Product" means any Product identified as such in the Product Terms and chosen by Enrolled
Affiliate under this Enrollment.
"Community" means the community consisting of one or more of the following: (1) a Government, (2) an
Enrolled Affiliate using eligible Government Community Cloud Services to provide solutions to a
Government or a qualified member of the Community, or(3)a Customer with Customer Data that is subject
to Government regulations for which Customer determines and Microsoft agrees that the use of
Government Community Cloud Services is appropriate to meet Customer's regulatory requirements.
EA20261 EnrGov(US)SLG(ENG)(Aug2025) Page 1 of 10
Document X20-10637
16
Membership in the Community is ultimately at Microsoft's discretion, which may vary by Government
Community Cloud Service.
"Enterprise Online Service" means any Online Service designated as an Enterprise Online Service in the
Product Terms and chosen by Enrolled Affiliate under this Enrollment. Enterprise Online Services are
treated as Online Services, except as noted.
"Enterprise Product" means any Desktop Platform Product that Microsoft designates as an Enterprise
Product in the Product Terms and chosen by Enrolled Affiliate under this Enrollment. Enterprise Products
must be licensed for all Qualified Devices and Qualified Users on an Enterprise-wide basis under this
program.
"Expiration Date" means the date upon which the Enrollment expires.
"Federal Agency" means a bureau, office, agency, department or other entity of the United States
Government.
"Government" means a Federal Agency, State/Local Entity, or Tribal Entity acting in its governmental
capacity.
"Government Community Cloud Services" means Microsoft Online Services that are provisioned in
Microsoft's multi-tenant data centers for exclusive use by or for the Community and offered in accordance
with the National Institute of Standards and Technology (NIST) Special Publication 800-145. Microsoft
Online Services that are Government Community Cloud Services are designated as such in the Use Rights
and Product Terms.
"Industry Device" (also known as line of business device) means any device that: (1) is not useable in its
deployed configuration as a general purpose personal computing device (such as a personal computer), a
multi-function server, or a commercially viable substitute for one of these systems; and (2)only employs an
industry or task-specific software program (e.g. a computer-aided design program used by an architect or
a point of sale program) ("Industry Program"). The device may include features and functions derived from
Microsoft software or third-party software. If the device performs desktop functions (such as email, word
processing, spreadsheets, database, network or Internet browsing, or scheduling, or personal finance),
then the desktop functions: (1) may only be used for the purpose of supporting the Industry Program
functionality; and (2) must be technically integrated with the Industry Program or employ technically
enforced policies or architecture to operate only when used with the Industry Program functionality.
"Managed Device" means any device on which any Affiliate in the Enterprise directly or indirectly controls
one or more operating system environments. Examples of Managed Devices can be found in the Product
Terms.
"Qualified Device" means any device that is used by or for the benefit of Enrolled Affiliate's Enterprise and
is: (1) a personal desktop computer, portable computer, workstation, or similar device capable of running
Windows Pro locally (in a physical or virtual operating system environment), or(2) a device used to access
a virtual desktop infrastructure ("VDI"). Qualified Devices do not include any device that is: (1) designated
as a server and not used as a personal computer, (2) an Industry Device, or(3) not a Managed Device. At
its option, the Enrolled Affiliate may designate any device excluded above (e.g., Industry Device) that is
used by or for the benefit of the Enrolled Affiliate's Enterprise as a Qualified Device for all or a subset of
Enterprise Products or Online Services the Enrolled Affiliate has selected.
"Qualified User" means a person (e.g., employee, consultant, contingent staff) who: (1) is a user of a
Qualified Device, or (2) accesses any server software requiring an Enterprise Product Client Access
License or any Enterprise Online Service. It does not include a person who accesses server software or
an Online Service solely under a License identified in the Qualified User exemptions in the Product Terms.
"Reseller" means an entity authorized by Microsoft to resell Licenses under this program and engaged by
an Enrolled Affiliate to provide pre-and post-transaction assistance related to this agreement;
"Reserved License" means for an Online Service identified as eligible for true-ups in the Product Terms,
the License reserved by Enrolled Affiliate prior to use and for which Microsoft will make the Online Service
available for activation.
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"State/Local Entity" means (1) any agency of a state or local government in the United States, or (2) any
United States county, borough, commonwealth, city, municipality, town, township, special purpose district,
or other similar type of governmental instrumentality established by the laws of Customer's state and
located within Customer's state's jurisdiction and geographic boundaries.
"Tribal Entity" means a federally recognized tribal entity performing tribal governmental functions and
eligible for funding and services from the U.S. Department of Interior by virtue of its status as an Indian
tribe.
"Use Rights" means, with respect to any licensing program, the use rights or terms of service for each
Product and version published for that licensing program at the Volume Licensing Site and updated from
time to time. The Use Rights include the Product-Specific License Terms, the License Model terms, the
Universal License Terms, the Data Protection Terms, and the Other Legal Terms. The Use Rights
supersede the terms of any end user license agreement (on-screen or otherwise) that accompanies a
Product.
"Volume Licensing Site" means http://www.microsoft.com/licensing/contracts or a successor site.
2. Order requirements.
a. Minimum order requirements. Enrolled Affiliate's Enterprise must have a minimum of 250
Qualified Users or Qualified Devices. The initial order must include at least 250 Licenses for
Enterprise Products or Enterprise Online Services.
(i) Enterprise commitment. Enrolled Affiliate must order enough Licenses to cover all
Qualified Users or Qualified Devices, depending on the License Type, with one or more
Enterprise Products or a mix of Enterprise Products and the corresponding Enterprise
Online Services (as long as all Qualified Devices not covered by a License are only used
by users covered with a user License).
(ii) Enterprise Online Services only. If no Enterprise Product is ordered, then Enrolled
Affiliate need only maintain at least 250 Subscription Licenses for Enterprise Online
Services.
b. Additional Products. Upon satisfying the minimum order requirements above, Enrolled
Affiliate may order Additional Products.
c. Use Rights for Enterprise Products. For Enterprise Products, if a new Product version has
more restrictive use rights than the version that is current at the start of the applicable initial or
renewal term of the Enrollment, those more restrictive use rights will not apply to Enrolled
Affiliate's use of that Product during that term.
d. Country of usage. Enrolled Affiliate must specify the countries where Licenses will be used
on its initial order and on any additional orders.
e. Resellers. Enrolled Affiliate must choose and maintain a Reseller authorized in the United
States. Enrolled Affiliate will acquire its Licenses through its chosen Reseller. Orders must be
submitted to the Reseller who will transmit the order to Microsoft. The Reseller and Enrolled
Affiliate determine pricing and payment terms as between them, and Microsoft will invoice the
Reseller based on those terms. Throughout this Agreement the term"price" refers to reference
price. Resellers and other third parties do not have authority to bind or impose any obligation
or liability on Microsoft.
f. Adding Products.
(i) Adding new Products not previously ordered. New Enterprise Products or Enterprise
Online Services may be added at any time by contacting a Microsoft Account Manager or
Reseller. New Additional Products, other than Online Services, may be used if an order is
placed in the month the Product is first used. For Additional Products that are Online
Services, an initial order for the Online Service is required prior to use.
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(ii) Adding Licenses for previously ordered Products. Additional Licenses for previously
ordered Products other than Online Services may be added at any time but must be
included in the next true-up order. Additional Licenses for Online Services must be ordered
prior to use, unless the Online Services are (1) identified as eligible for true-up in the
Product Terms or(2) included as part of other Licenses.
g. True-up requirements. Enrolled Affiliate must submit an annual true-up order that accounts
for any changes since the initial order or last order. If there are no changes, then an update
statement must be submitted instead of a true-up order.
(i) Enterprise Products. For Enterprise Products, Enrolled Affiliate must determine the
number of Qualified Devices and Qualified Users (if ordering user-based Licenses) at the
time the true-up order is placed and must order additional Licenses for all Qualified Devices
and Qualified Users that are not already covered by existing Licenses, including any
Enterprise Online Services.
(ii) Additional Products. For Additional Products that have been previously ordered under
this Enrollment, Enrolled Affiliate must determine the maximum number of Additional
Products used since the latter of the initial order, the last true-up order, or the prior
anniversary date and submit a true-up order that accounts for any increase.
(iii) Online Services. For Online Services identified as eligible for true-up in the Product
Terms, Enrolled Affiliate may place a reservation order for the additional Licenses prior to
use and payment may be deferred until the next true-up order. Microsoft will provide a
report of Reserved Licenses ordered but not yet invoiced to Enrolled Affiliate and its
Reseller. Reserved Licenses will be invoiced retrospectively to the month in which they
were ordered.
(iv) Subscription License reductions. Enrolled Affiliate may reduce the quantity of
Subscription Licenses at the Enrollment anniversary date on a prospective basis if
permitted in the Product Terms, as follows:
1) For Subscription Licenses that are part of an Enterprise-wide purchase, Licenses may
be reduced as long as (a) the initial order minimum requirements are maintained and
(b) the total quantity of Licenses and Software Assurance for an applicable group
meets or exceeds the quantity of Qualified Devices and Qualified Users (if ordering
user-based Licenses) identified on the Product Selection Form, and includes any
additional Qualified Devices and Qualified Users added in any prior true-up orders.
Step-up Licenses do not count towards this total count.
2) For Enterprise Online Services in a given Product pool that are not a part of an
Enterprise-wide purchase, Licenses can be reduced as long as (a) the initial order
minimum requirements are maintained and (b) all then-active users of each Online
Service are included the total quantity of Licenses remaining after the reduction. An
Enrolled Affiliate may reduce Licenses for Online Services on or before the Enrollment
anniversary date and place a reservation order for such licenses within 90 days after
the anniversary date; however, any licenses ordered as described in this section will
be invoiced to the Enrolled Affiliate for the time period the licenses were made
available. Subscription Licenses ordered upfront may not be reduced.
3) For Additional Products available as Subscription Licenses, Enrolled Affiliate may
reduce the Licenses. If the License count is reduced to zero, then Enrolled Affiliate's
use of the applicable Subscription License will be cancelled.
Invoices will be adjusted to reflect any reductions in Subscription Licenses at the true-up
order Enrollment anniversary date and effective as of such date.
(v) Update statement. An update statement must be submitted instead of a true-up order if,
since the initial order or last true-up order, Enrolled Affiliate's Enterprise: (1) has not
changed the number of Qualified Devices and Qualified Users licensed with Enterprise
Products or Enterprise Online Services; and (2) has not increased its usage of Additional
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Products. This update statement must be signed by Enrolled Affiliate's authorized
representative.
(vi) True-up order period. The true-up order or update statement must be received by
Microsoft between 60 and 30 days prior to each Enrollment anniversary date. The last
true-up order or update statement during an Enrollment term is due within 30 days prior to
the Expiration Date, and any license reservations within this 30-day period will not be
accepted. Enrolled Affiliate may submit true-up orders more often to account for increases
in Product usage, but an annual true-up order or update statement must still be submitted
during the annual order period.
(vii)Late true-up order. If the true-up order or update statement is not received when due,
Microsoft may invoice Reseller for all Reserved Licenses not previously invoiced and
Subscription License reductions cannot be reported until the following Enrollment
anniversary date (or at Enrollment renewal, as applicable).
h. Step-up Licenses. For Licenses eligible for a step-up under this Enrollment, Enrolled Affiliate
may step-up to a higher edition or suite as follows:
(i) For step-up Licenses included on an initial order, Enrolled Affiliate may order according to
the true-up process.
(ii) If step-up Licenses are not included on an initial order, Enrolled Affiliate may step-up
initially by following the process described in the Section titled "Adding new Products not
previously ordered," then for additional step-up Licenses, by following the true-up order
process.
i. Clerical errors. Microsoft may correct clerical errors in this Enrollment, and any documents
submitted with or under this Enrollment, by providing notice by email and a reasonable
opportunity for Enrolled Affiliate to object to the correction. Clerical errors include minor
mistakes, unintentional additions and omissions. This provision does not apply to material
terms, such as the identity, quantity or price of a Product ordered.
j. Verifying compliance. Microsoft may, in its discretion and at its expense, verify compliance
with this Enrollment as set forth in the Enterprise Agreement.
3. Pricing.
a. Price Levels. For both the initial and any renewal term Enrolled Affiliate's Price Level for all
Products ordered under this Enrollment will be Level"D"throughout the term of the Enrollment.
b. Setting Prices. Unless otherwise expressly agreed to by the parties and except for Online
Services designated in the Product Terms as being exempt from fixed pricing, Enrolled
Affiliate's prices for each Product or Service will be established by its Reseller. As long as
Enrolled Affiliate continues to qualify for the same price level, Microsoft's prices for Resellers
for each Product or Service ordered will be fixed throughout the applicable initial or renewal
Enrollment term. Microsoft's prices to Resellers are reestablished at the beginning of the
renewal term.
4. Payment terms.
For the initial or renewal order, Microsoft will invoice Enrolled Affiliate's Reseller in three equal annual
installments. The first installment will be invoiced upon Microsoft's acceptance of this Enrollment and
remaining installments will be invoiced on each subsequent Enrollment anniversary date. Subsequent
orders are invoiced upon acceptance of the order and Enrolled Affiliate may elect to pay annually or upfront
for Online Services and upfront for all other Licenses.
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5. End of Enrollment term and termination.
a. General. At the Expiration Date, Enrolled Affiliate must immediately order and pay for Licenses
for Products it has used but has not previously submitted an order, except as otherwise
provided in this Enrollment.
b. Renewal option. At the Expiration Date of the initial term, Enrolled Affiliate may request to
renew Products and Services under this Enrollment for one additional 36-month term.
Microsoft may make changes to this program that will make it necessary for Customer and its
Enrolled Affiliates to enter into new agreements or Enrollments in order to renew. In order for
a renewal request to be considered, Microsoft must receive a Renewal Form, Product Selection
Form, and renewal request prior to or at the Expiration Date. Microsoft will review a renewal
request made under this section in good faith and may accept or reject such request in its sole
discretion.
c. If Enrolled Affiliate elects not to renew.
(i) Software Assurance. If Enrolled Affiliate elects not to renew Software Assurance for any
Product under its Enrollment, then Enrolled Affiliate will not be permitted to order Software
Assurance later without first acquiring a new License with Software Assurance.
(ii) Online Services eligible for an Extended Term. For Online Services identified as eligible
for an Extended Term in the Product Terms, the following options are available at the end
of the Enrollment initial or renewal term.
1) Extended Term. Licenses for Online Services will automatically expire in accordance
with the terms of the Enrollment.An extended term option that allows Online Services
to continue month-to-month ("Extended Term") is available. During the Extended
Term, Online Services will be invoiced monthly at the then-current published price as
of the Expiration Date plus a 3% administrative fee for up to one year. If Enrolled
Affiliate wants an Extended Term, Enrolled Affiliate must submit a request to Microsoft
at least 30 days prior to the Expiration Date.
2) Cancellation during Extended Term. At any time during the first twelve months of
the Extended Term, Enrolled Affiliate may terminate the Extended Term by submitting
a notice of cancellation to Microsoft for each Online Service.Thereafter, Microsoft may
condition the continued use of each Online Service on the acceptance of new terms
by the Enrolled Affiliate. Enrolled Affiliate will be notified in writing of any new terms at
least 60 days before any such changes take effect. Enrolled Affiliate acknowledges
and agrees that after the notice described in this section, its continued use of each
Online Service after the effective date provided in the notice will constitute its
acceptance of the new terms. If Enrolled Affiliate does not agree to the new terms, it
must stop using the Online Services and terminate the Extended Term as provided in
this section. Enrolled Affiliate's termination under this section will be effective at the
end of the month following 30 days after Microsoft has received the notice.
(iii) Subscription Licenses and Online Services not eligible for an Extended Term. If
Enrolled Affiliate elects not to renew, the Licenses will be cancelled and will terminate as
of the Expiration Date. Any associated media must be uninstalled and destroyed and
Enrolled Affiliate's Enterprise must discontinue use. Microsoft may request written
certification to verify compliance.
d. Termination for cause. Any termination for cause of this Enrollment will be subject to the
"Termination for cause" section of the Agreement. In addition, it shall be a breach of this
Enrollment if Enrolled Affiliate or any Affiliate in the Enterprise that uses Government
Community Cloud Services fails to meet and maintain the conditions of membership in the
definition of Community.
e. Early termination. Any early termination of this Enrollment will be subject to the "Early
Termination" Section of the Enterprise Agreement.
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For Subscription Licenses, in the event of a breach by Microsoft, or if Microsoft terminates an
Online Service for regulatory reasons, Microsoft will issue Reseller a credit for any amount paid
in advance for the period after termination.
6. Government Community Cloud.
a. Community requirements. If Enrolled Affiliate purchases Government Community Cloud
Services, Enrolled Affiliate certifies that it is a member of the Community and agrees to use
Government Community Cloud Services solely in its capacity as a member of the Community
and, for eligible Government Community Cloud Services, for the benefit of end users that are
members of the Community. Use of Government Community Cloud Services by an entity that
is not a member of the Community or to provide services to non-Community members is strictly
prohibited and could result in termination of Enrolled Affiliate's license(s) for Government
Community Cloud Services without notice. Enrolled Affiliate acknowledges that only
Community members may use Government Community Cloud Services.
b. All terms and conditions applicable to non-Government Community Cloud Services also apply
to their corresponding Government Community Cloud Services, except as otherwise noted in
the Use Rights, Product Terms, and this Enrollment.
c. Enrolled Affiliate may not deploy or use Government Community Cloud Services and
corresponding non-Government Community Cloud Services in the same domain.
d. Use Rights for Government Community Cloud Services. For Government Community
Cloud Services, notwithstanding anything to the contrary in the Use Rights:
(i) Government Community Cloud Services will be offered only within the United States.
(ii) Additional European Terms, as set forth in the Use Rights, will not apply.
(iii) References to geographic areas in the Use Rights with respect to the location of Customer
Data at rest, as set forth in the Use Rights, refer only to the United States.
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Enrollment Details
1. Enrolled Affiliate's Enterprise.
Make an election for including Affiliates in the Enterprise (Required).
Check only one box in this section. If no boxes are checked, Microsoft will deem the Enterprise to include
the Enrolled Affiliate only. If more than one box is checked, Microsoft will deem the Enterprise to include
the largest number of Affiliates:
* Enrolled Affiliate only.
❑ All Affiliates. All Affiliates of Enrolled Affiliate are hereby included in the Enterprise. Enrolled Affiliate
represents that its Affiliates are entire offices, bureaus, agencies, departments, or other entities, not partial
offices, bureaus, agencies, or departments, or other partial entities. Enrolled Affiliate may order Products
for use by its Affiliates. If it does, the licenses granted to Enrolled Affiliate under this Enrollment will apply
to such Affiliates, but Enrolled Affiliate will have the sole right to enforce the Agreement and this Enrollment
against Microsoft. Enrolled Affiliate will remain responsible for all obligations under this Enrollment and for
its Affiliates' compliance with this Enrollment.
❑ Enrolled Affiliate including. Only the Enrolled Affiliate and the Affiliates listed below will be included
in the Enterprise. Enrolled Affiliate represents that its Affiliates are entire offices, bureaus, agencies,
departments, or other entities, not partial offices, bureaus, agencies, or departments, or other partial
entities. Enrolled Affiliate may order Products for use by its Affiliates. If it does, the licenses granted to
Enrolled Affiliate under this Enrollment will apply to such Affiliates, but Enrolled Affiliate will have the sole
right to enforce the Agreement and this Enrollment against Microsoft. Enrolled Affiliate will remain
responsible for all obligations under this Enrollment and for its Affiliates' compliance with this Enrollment.
The following Affiliates are included in the Enterprise:
Notwithstanding anything to the contrary in the Agreement, the parties acknowledge and agree to the
following:
Products ordered under this Enrollment may be subject to U.S. and other countries' export jurisdictions.
Each party will comply with all laws and regulations applicable to the import or export of the Products,
including, without limitation, trade laws of the U.S., EU, and UK, such as the U.S. Export Administration
Regulations, sanctions regulations administered by the U.S. Office of Foreign Assets Control, the EU Dual
Use Regulation 2021/821, and/or other end-user, end use, and destination restrictions ("Trade Laws").
Customer will not, and will ensure its Affiliates will not, take any action that causes Microsoft to violate
applicable Trade Laws. Microsoft may suspend or terminate this Enrollment immediately without notice to
the extent that Microsoft reasonably believes that performance would cause it to violate Trade Laws or put
it at risk of becoming subject to sanctions and penalties under such laws. Customer remains responsible
for its and for its Affiliates' compliance with this section and, to the extent applicable, a Regional Trade
Compliance Supplemental Terms incorporated herein by reference.
2. Contact information.
Each party will notify the other in writing if any of the information in the following contact information page(s)
changes. The asterisks (") indicate required fields. By providing contact information, Enrolled Affiliate
consents to its use for purposes of administering this Enrollment by Microsoft, its Affiliates,and other parties
that help administer this Enrollment. The personal information provided in connection with this Enrollment
will be used and protected in accordance with the privacy statement available at
https:Hi)rivacy.microsoft.com/privacystatement.
a. Primary contact. This contact is the primary contact for the Enrollment from within Enrolled
Affiliate's Enterprise. This contact may also be an Online Administrator for Volume Licensing
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in the Microsoft 365 Admin Center(MAC)and may grant online access to others. The primary
contact will be the default contact for all purposes unless separate contacts are identified for
specific purposes
Name of entity(must be legal entity name)* Orange County
Contact name: First* David Middle Last* Mathias
Contact email address* dmathias@orangecountync.gov
Street address* 131 W. Margaret Lane
City* Hillsborough
State* NC
Postal code*27278-2547-
(Please provide the zip +4, e.g. xxxxx-xxxx)
Country* United States
Phone* 919-245-2272
Tax ID
Work or School (WSA)Account ID
*indicates required fields
b. Notices contact and Online Administrator. This contact(1)receives the contractual notices,
(2) is the Online Administrator for Volume Licensing in the Microsoft 365 Admin Center
(MAC)and may grant online access to others, and (3) is authorized to order Reserved Licenses
for eligible Online Servies, including adding or reassigning Licenses and stepping-up prior to a
true-up order.
❑ Same as primary contact (default if no information is provided below, even if the box is not
checked).
Contact name: First* David Middle Last* Mathias
Contact email address*dmathias@orangecountync.gov
Street address* 131 W. Margaret Lane
City* Hillsborough
State* NC
Postal code*27278-2547-
(Please provide the zip +4, e.g. xxxxx-xxxx)
Country* United States
Phone* 919-245-2272
Work or School (WSA)Account ID
Language preference. Choose the language for notices. English
❑ This contact is a third party (not the Enrolled Affiliate). Warning: This contact receives
personally identifiable information of the Customer and its Affiliates.
*indicates required fields
c. Online Services Manager. This contact is authorized to manage the Online Services ordered
under the Enrollment and (for applicable Online Services) to add or reassign Licenses and
step-up prior to a true-up order.
❑ Same as notices contact and Online Administrator (default if no information is provided
below, even if box is not checked)
Contact name: First* David Middle Last* Mathias
Contact email address*dmathias@orangecountync.gov
Phone* 919-245-2272
Work or School (WSA)Account ID
❑This contact is from a third party organization(not the entity). Warning: This contact receives
personally identifiable information of the entity.
*indicates required fields
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d. Reseller information. Reseller contact for this Enrollment is:
Reseller company name* SHI International Corp.
Street address (PO boxes will not be accepted)* 290 Davidson Ave
City* Somerset
State* NJ
Postal code* 08873-4145
Country* United States
Contact name* SarahLatini
Phone* 888-764-8888
Contact email address* msteam@shi.com
*indicates required fields
By signing below, the Reseller identified above confirms that all information provided in this
Enrollment is correct.
Signature* Sczvac vLat'wi l
Printed name* Sarah Latini
Printed title*
Date*
*indicates required fields
Changing a Reseller. If Microsoft or the Reseller chooses to discontinue doing business with
each other, Enrolled Affiliate must choose a replacement Reseller. If Enrolled Affiliate or the
Reseller intends to terminate their relationship,the initiating party must notify Microsoft and the
other party using a form provided by Microsoft at least 90 days prior to the date on which the
change is to take effect.
e. If Enrolled Affiliate requires a separate contact for any of the following, attach the Supplemental
Contact Information form. Otherwise, the notices contact and Online Administrator remains
the default.
(i) Additional notices contact
(ii) Software Assurance manager
(iii) Subscriptions manager
(iv) Customer Support Manager(CSM)contact
3. Financing elections.
Is a purchase under this Enrollment being financed through MS Financing? ❑Yes, Z No.
If a purchase under this Enrollment is financed through MS Financing, and Enrolled Affiliate chooses not to
finance any associated taxes, it must pay these taxes directly to Microsoft.
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E Microsoft Volume Licensing
Program Signature Form
MBA/MBSA number AMD000469425
Agreement number 7274047
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
Enter rise Enrollment Indirect X20-10637
Product Selection Form 3091431.009 PSF
Enterprise Amendment M97- 73183586
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)*Orange County
Signature*
Printed First and Last Name*
Printed Title
Signature Date*
Tax ID
*indicates required field
ProgramSignForm(MSSign)(NA,LatAm)ExBRA,MLI(EN G)(May2020) Page 1 oft
Document X20-12883
26
Microsoft
Microsoft Corporation
Signature
Printed First and Last Name
Printed Title
Signature Date
(date Microsoft Affiliate countersigns)
Agreement Effective Date
(may be ditterent than Microsott'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 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
6880 Sierra Center Parkway
Reno, Nevada 89511
USA
ProgramSignForm(MSSign)(NA,LatAm)ExBRA,MLI(ENG)(May2020) Page 2 of
Document X20-12883
27
Enterprise Enrollment Product Selection Form Microsoft I Volume Licensing
Proposal ID Enrollment Number
3091431.009
Language: English (United States)
Enrolled Affiliate's Enterprise Products and Enterprise Online Services summary for the initial order:
Profile Qualified Devices Qualified Users Device/User Ratio CAL Licensing Model
Enterprise 1,373 1,373 1.0 User Licenses
Products Enterprise Quantity
Microsoft 365 Enterprise
M365 G3 GCC USL Unified 1,373
Enrolled Affiliate's Product Quantities:
Price Group 1 2 3 4
Enterprise Products Office Professional Plus+M365 Apps Client Access Client Access Win E3+Win E5+
for Enterprise+Office 365(Plans E3 License+Office 365 License+Windows Win VDA+Microsoft
and E5)+Microsoft 365 Enterprise (Plans E1,E3 and Intune+EMS USL+ 365 Enterprise
E5)+Microsoft 365 Microsoft 365
Enterprise Enterprise
Quantity 1373 1373 1373 1373
Enrolled Affiliate's Price Level:
Product Offering/Pool Price Level
Enterprise Products and Enterprise Online Services USLs:Unless otherwise indicated in associated contract documents,Price
level set using the highest quantity from Groups 1 through 4. D
Additional Product Application Pool:Unless otherwise indicated in associated contract documents,Price level set using quantity
from Group 1. D
Additional Product Server Pool:Unless otherwise indicated in associated contract documents,Price level set using the highest
quantity from Group 2 or 3. D
Additional Product Systems Pool:Unless otherwise indicated in associated contract documents,Price level set using quantity from
Group 4. D
Page 1 of 2
EA-EASP rodSel Form(WW)(EN G) MS Quote
28
Enterprise Enrollment Product Selection Form Microsoft I Volume Licensing
Notes
Unless otherwise indicated in the associated contract documents,the price level for each Product offering/pool is set as described above,based upon the
quantity to price level mapping below:
Quantity of Licenses and Software Assurance Price Level
2,399 and below A
2,400 to 5,999 B
6,000 to 14,999 C
15,000 and above D
Note 1:In the following countries,any direct Enrollment consisting of only Enterprise Online Services will not be eligible for the Renewal option described in
Section 5.b.of the Enrollment or for a new Enrollment due to program changes:Argentina,Australia,Austria,Belgium,Canada,Chile,Cyprus,Denmark,
Finland,France,Germany,Greece,Iceland,Ireland,Jamaica,Italy,Lichtenstein,Luxemburg,Malta,Netherlands,Norway,Portugal,Puerto Rico,South
Africa,Spain,Sweden,Switzerland,Trinidad&Tobago,United Kingdom,United States,and Uruguay.
Note 2:Enterprise Online Services may not be available in all locations. Please see the Product List for a list of locations where these may be purchased.
Note 3:Unless otherwise indicated in the associated Agreement documents,the CAL selection must be the same across the Enterprise for each Profile.
Note 4:If Enrolled Affiliate does not order an Enterprise Product or Enterprise Online Service associated with an applicable Product pool,the price level for
Additional Products in the same pool will be price level"A"throughout the term of the Enrollment.Refer to the Qualifying Government Entity Addendum
pricing provision for more details on price leveling.
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EA-EASProdSelForm(WW)(ENG) MS Quote
29
071 Microsoft Volume Licensing
Previous Enrollment(s)/Agreement(s) Form
Entity Name: Orange County
Contract that this form is attached to: State Local Government
For the purposes of this form, "entity" can mean the signing entity, Customer, Enrolled Affiliate,
Government Partner,Institution,or other party entering into a volume licensing program agreement.
Please provide a description of the previous Enrollment(s), Agreement(s), Purchasing Account(s),
and/or Affiliate Registration(s) being renewed or consolidated into the new contract identified above.
a. Entity may select below any previous contract(s)from which to transfer MSDN subscribers
to this new contract. Entity shall ensure that each MSDN subscriber transferred is either
properly licensed under the new contract or is removed.
b. Entity may select below only one previous contract from which to transfer the Software
Assurance (SA) Benefit contact details, i.e., benefits contact(not the SA manager) and the
program codes,to this new contract.
c. An Open License cannot be used to transfer either the SA Benefit details or MSDN
subscribers.
d. The date of the earliest expiring Enrollment/Agreement that contains SA or Online Services
will be the effective date of the new contract(or SA coverage period for Select Plus).
e. Please insert the number of the earliest expiring Enrollment/Agreement with SA or Online
Services in the appropriate fields of the new contract.
Enrollment/Agreement/ Enrollment/Agreement/ Transfer Transfer
Purchasing AccountlAffiliate Purchasing Account/Affiliate SA Benefit MSDN
Registration Description Registration Public Customer Contact SuNumber
bscribers Enrollment 75194012 X X
PrevEnrAgrForm(WVV)(ENG)(Oct2019) Page 1 of 1
Document X20-12873
30
�! Microsoft Volume Licensing
Amendment to Contract Documents
Enrollment Number
AMD 000469425
This amendment("Amendment") is entered into between the parties identified on the attached program
signature form. It amends the Enrollment or Agreement identified above. All terms used but not defined
in this Amendment will have the same meanings provided in that Enrollment or Agreement.
Enterprise Enrollment
Invoice for Quoted Price
Amendment ID M97
The price quoted to Enrolled Affiliate is a fixed price based on an estimated order submission date.
Microsoft will invoice Enrolled Affiliate based on this fixed price quote. If this order is submitted later
than the estimated order submission date, Enrolled Affiliate will be charged for net new Monthly
Subscriptions(including Online Services)for the period during which these services were not provided.
For Indirect models, Pricing to Enrolled Affiliate is agreed between Enrolled Affiliate and Enrolled
Affiliate's Reseller.
SKU Number SKU Description Existing Quantity Incremental
quantities
AAD-34704 M365 G3 Unified FUSL 1,179 194
GCC Sub Per User
DDJ-00001 Power BI Pro GCC Sub 45 0
Per User
NYH-00001 Teams AC with Dial Out 1,373 0
US/CA GCC Sub Add-on
P3U-00001 Visio P2 GCC Sub Per 4 0
User
YGD-00001 Copilot Studio GCC Sub 0 1
(Messages)
852-00003 Copilot Studio Legacy 0 1
USL GCC Sub Per User
EP2-24658 M365 Copilot GCC Sub 0 20
Add-on
VA1-00001 Teams Rooms Pro GCC 18 0
Sub Per Device
Except for changes made by this Amendment, the Enrollment or Agreement identified above remains
unchanged and in full force and effect. If there is any conflict between any provision in this Amendment
and any provision in the Enrollment or Agreement identified above,this Amendment shall control.
This Amendment must be attached to a signature form to be valid.
Microsoft Internal Use Only:
VL Central Amendments M97 Blue
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31
"(M97)EnrAmend(Ind)(InvoiceforQuotedPrice) M97 Blue
ENG Dec2024 IU .docx"
VL Central Amendments M97 Blue
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