State of Nebraska IBM Enterprise Agreements

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• State of Nebraska / IBM Enterprise Agreements
• FY06
• (April 2005)

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Why is DAS consolidating the IT purchases?

• This is a continuing effort to consolidate State
  wide IT effort to forecast and procure
  technology.
• DAS will coordinate and facilitate all IBM
  Information Technology purchases through its
  enterprise agreements.
• This effort will produce the best price / value
  for your IT purchases.
• This effort is part of an overall strategy for
  enterprise licenses and agreements.
• We request that each agency / government entity
  select a point of contact for this effort.

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Agenda

• IBM software overview
• IBM Passport Agreement (in place today)
• New software purchases
• Renewals (maintenance on existing software ex.
  Lotus Notes, DB2 )
• IBM Enterprise License Agreement (current renewed
  annually)
• IBM operating systems tools software
  maintenance (AIX pSeries / OS400 iSeries)
• SWMA
• IBM hardware maintenance
• CHIS
• IBM hardware (new purchases)
• WSCA

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Software Overview (pricing)

• IBM addresses the software cost issue by offering
  several pricing vehicles for software on the
  mainframe and distributed hardware platforms
• For the Mainframe - Parallel SysPlex Licensing
  Charges (PLSC), Workload Licensing Charges (WLC)
  for Monthly Licensed Charge software
• IBM Passport Agreement (currently in its third
  revision) for the distributed (Windows, Linux,
  UNIX, .) One Time Charge software
• These vehicles (agreements) allows enterprises to
  leverage or lower their IBM software costs
• By Software type (PSLC / WLC for MLC and / or
  Passport for One Time Charge)
• Or By Special bid
• Historically, the State agencies have pursued the
  best price for software on an as needed or
  individual transaction basis (example RFPs)
• IMServices Enterprise License Agreement history
  - four 1 yr Enterprise License Agreements (2001,
  2002, 2003 2004).

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What is the IBM Passport Advantage Agreement?

• Passport Advantage Agreement
• Is IBM's comprehensive software licensing and
  software maintenance (product upgrades and
  technical support) program, which saves
  organizations money at every stage of software
  acquisition and use, everywhere in the world.
  Passport Advantage is the most flexible and
  cost-effective way for organizations to reap the
  benefits of, new releases of the latest
  technology, and technical support to keep
  businesses up and running plus obtain volume
  pricing for significant software purchases. It
  can help lower acquisition and administrative
  costs, facilitate migration to new platforms,
  boost productivity.
• Passport Advantage Software Maintenance Passport
  Advantage includes a maintenance feature that
  complements your IBM software purchases. It
  includes both product upgrades and technical
  support, and fosters successful software
  deployments. With product upgrades, you get
  complete upgrade and cross-platform migration
  coverage for most commercially available IBM
  distributed softwareLotus, WebSphere, Tivoli,
  DB2 Information Management, and Rational
  Software. You can upgrade to new releases and new
  versions as the needs of your business dictate.
  Technical Support helps keep your users up and
  running wherever they're working in the world.
  This is our way of making sure you're covered
  with the tech support you need. This is your way
  of getting an increased return on your IBM
  investment of a total software solution.

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What is the IBM Passport Advantage Agreement?

• Benefits
• Includes a full twelve months of software
  maintenance with each license.
• Provides comprehensive and flexible upgrade
  coverage.
• Protects technology investments
• Simplifies and improves software asset
  management.
• Reduces acquisition and administration costs.
• Streamlines budgeting for software upgrade and
  migration costs.
• Provides immediate support coverage on newly
  acquired products during installation phase and
  for life cycle of product.
• Incorporates flexible, easy-to-access,
  responsive, cross-platform customer support from
  IBM, worldwide.
• Provides access to IBM software technical support
  for all of a customer's designated IT staff.
• Simplifies acquisition and renewal of
  cross-platform customer support.
• Enhances overall expected response time of two
  hours or less during normal business hours.
• Provides 24x7 access to support resources for
  business-critical outages.
• Increases self help via the Internet.
• More information on Passport can be found at
  http//www.lotus.com/services/passport.nsf/CB5CD82
  8A187B00685256A81005FD2A8/99DAE0D6E0752BD785256D11
  005D3D1D?OpenDocument

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Distributed One Time Charge software flexibility

• Server platform (transfer part of Passport)
• Distributed One Time Charge Passport software
  allows for transfer of Passport software to
  different distributed hardware platforms that the
  software supports - (ex. DB2 is licensed per
  processor so as long as the processor count is
  the same or less on the target server platform
  the software can be transferred at no cost. If
  the number of processors is greater than the
  source you would only need to purchase the net
  additional processors on the target server
  platform). This is typically used to support
  server consolidation efforts.
• Software brand / family (substitution part of
  the ELA)
• The Enterprise License Agreement can permit
  substitution between products within a software
  brand (e.g.. Data Management, WebSphere / MQ,
  Lotus, Tivoli) for distributed One Time Charge
  Passport software purchased on the Enterprise
  License Agreement. This can provide additional
  flexibility for State of Nebraska to adjust the
  purchase mix of software to support your business
  requirements.

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What is the IBM Enterprise License Agreement?

• Financial offering to leverage entire IBM
  software portfolio to achieve best bottom line
  pricing
• 1 to 5 Year term
• Overlays existing Terms and Conditions in current
  agreements
• Discounting based on term commitment to growth
• Flexibility
• Annual renewal / termination
• Dollar cap for Monthly Licensed Charge software
  growth
• Product Substitution table for Distributed
  software
• Eligible IBM software products includes
• Monthly Licensed Charge (MLC) products
• One Time Charge (OTC) licensed products
• Host One Time Charge (mainframe, System 390,
  zSeries)
• Distributed One Time Charge (Passport products)

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IBM hardware (new purchases)WSCA

• Western States Contracting Alliance contract
• What is it?
• Authorized procurement vehicle
• Scheduled discounts
• Special bids / featured configurations
• Products
• IBM desktop, laptop, peripherals
• IBM xSeries (Intel) servers
• IBM pSeries (Unix) servers
• IBM iSeries (State uses Kalos contract in lieu of
  WSCA)
• IBM Storage
• IBM Printers
• State purchasing contact
• Ruth Gray, 402-471-0974
• Details See handouts for Contacts and current
  featured products

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IBM OS tools (AIX pSeries / OS400 iSeries)
SWMA

• 
  
• SWMA (Software Maintenance)
• Access to IBM remote technical software support
• Software upgrade entitlement within the coverage
  period for eligible operating systems
• Custom terms/conditions in place for State of NE
  base agreement
• Add/Remove systems from equipment schedule as
  reqd
• Centralized management for SWMA
• Fewer missed systems
• IBM Focal point Dava Disney, 972-906-3487 or
  dava2_at_us.ibm.com

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IBM hardware maintenance CHIS

• CHIS The 'Contract Handling International
  Solution
• Centralized Maintenance contract for State of NE
• Scheduled discounts and flexible billing options
  (bill centrally or agencies/departments on any
  schedule)
• Available for aggregation across State enterprise
• IBM contact questions/quotes is Jeff Miller
• 402-399-4411
• jmiller9_at_us.ibm.com

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ELA Addendums

• Additional products can be added to the ELA
  through addendums
• To get the best possible discounts, addendums
  will be considered once a quarter. October 1,
  2005 January 1, 2006 and April 1, 2006.
• If you have an immediate need, contact Kevin
  Keller _at_ kkeller_at_notes.state.ne.us

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DAS/IMServices Responsibilities

• Administer the IBM Agreements
• Answer Questions
• Notify agencies of current licensing for the ELA,
  SWMA and CHIS contracts
• ELA Billing
• IBM sends one Invoice to DAS
• DAS will bill agencies
• SWMA Billing - Being worked on
• CHIS Billing - Being worked on

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Agency Responsibilities

• Review current inventory of Software Products
  and Licenses for upcoming IBM
  ELA.
• Forecast any firm and planned purchases by fiscal
  year - (firm and planed purchase worksheet
  provided by Kevin)
• Confirm renewals of IBM Software Products /
  Licenses and for the upcoming IBM ELA. You may
  choose to lower the quantity but if you need
  additional licenses you will need to put that in
  your forecast worksheet.
• Send Confirmation for the IBM Software (ELA) to
  Kevin Keller _at_ kkeller_at_notes.state.ne.us
• Send forecasts and other requests to Kevin Keller
  _at_ kkeller_at_notes.state.ne.us

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IBM Purchases Forecast
Spreadsheet
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Example of Notification of Current
Products/Licenses
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Example of Notification of Current
Products/Licenses
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Process Summary

• IMServices notify agencies via e-mail of
• current ELA licenses for renewal
• current SWMA if applicable
• current CHIS if applicable
• Agencies review inventory of products and
  licenses and return confirmation to Kevin Keller
  _at_ IMServices including additions, changes and
  deletions for
• current ELA licenses for renewal
• current SWMA if applicable
• current CHIS if applicable
• Agencies fill out forecast spreadsheet and
  return to Kevin Keller _at_ IMServices

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Process Summary Continues

• Kevin Keller sends an e-mail confirmation back
  that he received the information
• How will Forecasts work?
• Products are included in the enterprise ELA,
  SWMA, and CHIS for pricing
• DAS signs all agreements
• DAS communicates back to agencies

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Summary Process Continues

• 
  
• A point of contact for the agency or government
  entity
• IMServices Technical contact Kevin Keller
• 471-0655 - kkeller_at_notes.state.ne.us
• IMServices Administration contact Steve Schafer
• 471-4385 slschafe_at_notes.state.ne.us
• IBM software Wes Richert
• 489-3644 wbriche_at_us.ibm.com
• IBM hardware / maintenance - Rick DeSchepper
• 730-6828 rddesch_at_us.ibm.com
• IBM Invoices Cathy Nagle
• 399-4212 cdnagle_at_us.ibm.com

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Information Available

• Presentation and related information will be
  posted at http//ims.nol.org/ibmcontracts/
• Setup Meeting(s) to walk through IBM Web Site
  Access for downloads, etc