Table of Contents
Affirmative Action Questionnaire- CDW-G 1 Bid Proposal Checklist - CDW-G 7 Campaign Contribution Disclosure Form- CDW-G 9 Chapter 271 Political Disclosure Form- CDW-G 12 Descriptive Literature and Brand Names - CDW-G 17 Descriptive Literature and Brand Names 17 Disclosure of Investment Activities in Iran- CDW-G 18 Equal Opportunity for Individuals with Disability- CDW-G 20 Executive Summary - CDW-G 21 Executive Summary 21 Exhibit A-Mandatory Equal Employment Opportunity Language- CDW-G 23 Form A-Bid Affidavit-CDW-G 25 Form B-Acceptance of Bid Contract Award-CDW-G 26 Form C - Company Info and Service Questionnaire - CDW-G 27 Form C Q10 - Product Return Policy - CDW-G 65 Form D- Exceptions and Deviations- CDW-G 68 Form E- Discount Pricing Schedule- CDW-G 70 Manufacturer_s Representative - CDW-G 71 Manufacturer’s Representative 71 New Jersey Business Registration Certificate - CDW-G 76 Prevailing Wages Certification- CDW-G 77 Statement of Ownership- (Ownership Disclosure Certification)- CDW-G 78 Statement of Ownership Disclosure- CDW-G 81 TabulationByVendor_IFB#018-A_orgId_91264 83 Total Amount of Uncompleted Contracts- CDW-G 84 Uniform EDGAR Compliance Certification- CDW-G 85
AEPA IFB #018-A Technology Catalog Bid Proposal Checklist
Bidder Name: CDW Government LLC Name of Authorized Representative: Tara K. Barbieri Office Address: 230 N. Milwaukee Avenue Vernon Hills, IL 60061
Time Zone: Eastern X Central Mountain Pacific
Telephone: 203.851.7044 Fax: 847.990.8058 Email: [email protected] Website: www.cdwg.com
Instructions: Please complete the checklist below, confirming that the following documents have been uploaded to Public Purchase, in their individual required format, by the due date and time listed for this IFB. Submission as one merged document will result as being marked non-responsive and will not considered. Bidders are reminded that failure to follow, comply with, and adhere to these instructions of this solicitation may result in their response being deemed non-responsive. AEPA, its member agencies, affiliate agencies and authorized representatives are not responsible for bid proposals that are incomplete, unreadable, or received after the deadline.
“x” Document Title, Uploaded to Public Purchase Format of Uploaded Notes (Bidder must submit forms in the required title/format) Document Bid Proposal Checklist – Name of Bidding Scanned PDF X Company Form A – Bid Affidavit – Name of Bidding Scanned PDF Signature and X Company notarization required Form B – Acceptance of Bid & Contract Award – Scanned PDF Signature required X Name of Bidding Company Form C – Company Information and Service Scanned PDF Signature required X Questionnaire – Name of Bidding Company Form D – Exceptions and Deviations – Name of Scanned PDF Signature required X Bidding Company Form E – Discount & Pricing Schedules – Name of Scanned PDF Signature required X Bidder Form F – Discount & Pricing Schedules Workbook Excel Workbook Cannot be password X – Name of Bidder protected
X Uniform Guidance “EDGAR” Certification Scanned PDF Signature required
Warranties, Additional Services – Name of Submit as PDF Not provided by N/A Bidding Company (optional) AEPA, Bidder Created
AEPA IFB #018-A Page 1 of 2 Due Date: OCTOBER 9, 2017, 1:30 pm EST Bid Proposal Checklist
Additional Discounts – Name of Bidding Submit as PDF Not provided by N/A Company (optional) AEPA, Bidder Created Letter of Line of Credit and/or Annual Report – Submit as PDF Not provided by X Name of Bidding Company AEPA, Bidder Created State Specific Required Forms – Name of Bidding Scanned PDF **See Appendix in Company Part C for State X Specific Forms (submit with response)
AEPA IFB #018-A Page 2 of 2 Due Date: OCTOBER 9, 2017, 1:30 pm EST Bid Proposal Checklist
Association of Educational Purchasing Agencies IFB #018-A Technology Catalog
Descriptive Literature and Brand Names All bids are to include a complete set of the manufacturer’s descriptive literature regarding the commodities, supplies, materials, equipment and software offered. Brand names, trade names and/or catalog numbers used in the solicitation will be intended to describe and identify the type, level and quality of products, equipment and software being requested. Please visit www.cdw.com for a complete set of descriptive literature regarding the commodities, supplies, materials, equipment, and software CDW•G is offering in response to this IFB #018-A Technology Catalog.
CDW Government LLC Page 1 of 1 October 9, 2017
Association of Educational Purchasing Agencies IFB #018-A Technology Catalog
Executive Summary The Association of Educational Purchasing Agencies (AEPA) and CDW Government LLC (CDW•G) have a solid business relationship spanning nearly 15 years. Prior to that, many of the AEPA members worked with our same team through a contract with MicroWarehouse, giving us nearly two decades of experience with this unique and valuable cooperative. During this time, we have strengthened this relationship by promoting AEPA’s mission to cooperatively serve your members by securing multi-state volume purchasing contracts with benefits that are measurable, cost-effective, and continuously exceed your members’ expectations. As a named supplier on the current AEPA technology contract, CDW•G was responsible for nearly $216M in CY 2016―more than 45% of the total contract portfolio volume managed through AEPA. We feel a large part of this success is our mutual understanding of the level of commitment it takes to make a contract successful. CDW•G continues to meet and frequently exceed AEPA’s vendor qualifications in the following ways:
Extensive Educational Experience. CDW has been serving customers in education since its founding in 1984. CDW•G, a wholly-owned subsidiary of CDW, was created nearly 20 years ago to focus solely on the needs of public-sector customers including thousands of K-12 institutions. Our K-12 sales force is dedicated to K-12, not intermingled with sellers focusing on state, local, higher education and K-12 combined. We hire former educators to complement our sales training by teaching the values of K-12 alongside the benefits of the technology and creating practical solutions to integrate technology into meaningful curriculum in the classroom.
CDW•G offers our customers a team of K-12 Education Strategists who are subject matter experts with years of experience in serving schools and learning communities as teachers and administrators. They help lead Customer Education events as a value-added service to increase awareness and build capacity in the K-12 learning community. Along with our internal teams, these strategists are trained by industry thought leaders in concepts of practical and research-based guidance on learning spaces and their design. In addition to our Education Strategists, our dedicated account teams have access to partnerships with vital industry leaders within Educational Technology, Professional Development and Training, and Collaborative Learning Environment Solutions.
If technology in schools is defined by one thing, it’s complexity. And we’ve spent decades simplifying all the complexity for school districts. We take all the diverse technology, all the different components and make it work together seamlessly. We do it better than anyone else, and we’ve been doing it for years.
Full Range of IT Solution Products and Services. AEPA’s contract is unique in its offering to member agencies in that our expansive portfolio provides a depth of product and services not often matched by a single manufacturer, resellers, or local vendors. We hold a long list of specializations, certifications, and awards from many of the 1,100 different manufacturers we work with. We also leverage our OEM relationships to gain pricing advantages for our customers. Our industry position affords us opportunity to secure products when there are channel constraints, frequently acquiring stock when no one else can.
CDW Government LLC Page 1 of 2 October 9, 2017 Association of Educational Purchasing Agencies IFB #018-A Technology Catalog
Strong National Presence. CDW•G serves our customers with 26 locations throughout the US and we continue to grow strategically. We have nationwide recognition, with over 250,000 customers in all areas of the public and private sectors. Additionally, CDW currently ranks #199 on the Fortune 500.
Nationwide Distribution Capabilities. CDW•G maintains two strategically located distribution centers with a combined area of nearly one million square feet, each housing more than 100,000 top brand- name products. This allows AEPA Member Agencies to receive their products in an average 3-5 days. Most credit-approved, in-stock orders are shipped same day, with a 99.7% shipment accuracy.
Demonstrated Sales Presence. Each AEPA member has a dedicated Account Manager (AM) whose objective is to exceed that member’s expectations. Each AM is backed by large groups of Technology Specialists, Solution Architects, Pre-Sales Engineers, and onsite OEM Representatives, all of whom provide valuable guidance and support. The AM is the first point of contact and will engage additional resources as needed. Our Account Managers are familiar with trends in the education industry that allow them to tailor solutions to each member’s specific challenges and needs. CDW•G Account Executives are resources in market around the country who work in tandem with the dedicated account teams and are available for local demonstrations and support to AEPA members as needed.
State of the Art Ordering and Billing Capabilities. AEPA member agencies place their orders in the way that best fits their needs. In addition to telephone, email, chat, and fax, purchasers can utilize their user- friendly, customized websites. Each site provides a plethora of tools, with their own CDW•G Extranet page giving them the ability to create custom reports, manage assets, and retrieve invoices, among many other functionalities.
Summary. CDW•G values our partnership with AEPA and we are committed to continuing to grow our combined market share, providing a cost-competitive solution, excellent customer service, and a vast array of technology solutions of the highest quality for members to choose from. Additionally, we will continue to provide marketing and support for the ongoing success of this contract and AEPA’s mission. We will ensure that we are compliant with the contract and will provide comprehensive reporting on time, and process fee payments quickly and accurately.
Choosing the right partner to build your technology services initiative is a major component of the total solution. CDW•G’s past performance and experience in meeting the unique requirements of this group of passionate individuals who are dedicated to serving schools, as well as our history of working with AEPA to improve processes and meet your changing needs speaks to our commitment to an ongoing successful relationship.
CDW Government LLC Page 2 of 2 October 9, 2017
6th October 2017 Cook Illinois
5.18.2019
AEPA IFB #018-A Technology Catalog Form C – Company Information & Service Questionnaire
Name of Bidder: CDW Government LLC
Company Information
Company Name CDW Government LLC Website www.cdwg.com
Company Address 230 N. Milwaukee Avenue
City Vernon Hills State Illinois Zip 60061
Contact Person Tara K. Barbieri Title Director-Capture
Contact Phone 203.954.5901 Contact Email [email protected]
Background Note: Generally, AEPA will not accept an offer from a business that is less than five (5) years old or which fails to demonstrate and/or establish a proven record of business. If the bidder has recently purchased an established business or has proof of prior success in either this business or a closely related business, provide written documentation and verification in response to the questions below. AEPA reserves the right to accept or reject newly formed companies based on information provided in this response and from its own investigation of the company.
This business is a: X public company privately owned company.
In what year was this business started under its present name? CDW LLC (CDW) has been serving public sector companies since it was founded in 1984. CDW Government LLC (CDW•G) was founded in 1998 as a wholly-owned subsidiary to focus solely on customers in the state and local government, federal, healthcare, k-12 and higher education.
Under what other or former name(s) has your business operated? CDW Government Inc. ______
Is this business a corporation? No X Yes. If Yes, please complete the following:
Date of incorporation: 1998 State of incorporation: Illinois ______
Name of President: Christina V. Rother
Name(s) of Vice President(s): Neal J. Campbell, Ann E. Ziegler, Neil B. Fairfield, Robert J. Welyki
Name of Secretary: Christine A. Leahy
Name of Treasurer: Robert J. Welyki Please be advised: Ms. Leahy recently accepted a role as Chief Revenue Officer at CDW, CDW•G will update the Secretary at your request should you need updated officer data at contract award.
AEPA IFB #018-A Page 1 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
Is this business a partnership? X No Yes. If yes, please complete the following:
Date of organization: State founded:
Type of partnership, if applicable:
Name(s) of general partner(s):
Is this organization individually owned? X No Yes. If yes, please complete the following:
Date of organization: State founded:
Name of owner: ______
This organization is a form other than those identified above. X No Yes.
If Yes, describe the company’s format, year and state of origin, and names and titles of the principals. ______
Company Headquarter Location
Company Address 230 N. Milwaukee Avenue
City Vernon Hills State Illinois Zip 60061
Main Phone Number 847.371.5800 How long at this address? 6 years
Company Branch Locations
Branch Address 75 Tri-State International
City Lincolnshire State IL Zip 60069
Branch Address 200 N Milwaukee Ave
City Vernon Hills State IL Zip 60061
Branch Address 1850 E. Northrop Blvd. Suite 200
City Chandler State AZ Zip 85286
Branch Address 101 N. Brand Blvd. Suite 550
City Glendale State CA Zip 91203
Branch Address 20 Carlson Ct. Suite 300
City Etobicoke State Ontario Zip M9W 7K6
AEPA IFB #018-A Page 2 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
Branch Address 5925 Airport Rd. 8th floor
City Mississauga State Ontario Zip L4V 1W5
Branch Address 2 Corporate Dr. Suite 800
City Shelton State CT Zip 06484
Branch Address 201 N. Franklin St. Floor 37
City Tampa State FL Zip 33602
Branch Address 120 S. Riverside
City Chicago State IL Zip 60606
Branch Address 450 E. Sycamore St.
City Evansville State IN Zip 47713
Branch Address 11711 N. Meridian St. Suite 750
City Carmel State IN Zip 46032
Branch Address 1000 Town Center Suite 1800
City Southfield State MI Zip 48075
Branch Address 4690 E. Fulton St. Suite 203
City Ada State MI Zip 49301
Branch Address 7145 Boone Ave. N. Suite 140
City Brooklyn Park State MN Zip 55428
Branch Address 3201 E. Alexander Rd.
City North Las Vegas State NV Zip 89030
Branch Address 3 Executive Campus Suite 400
City Cherry Hill State NJ Zip 08002
Branch Address 260 Industrial Way W.
City Eatontown State NJ Zip 07724
Branch Address 9349 Waterstone Blvd. Suite 150
City Cincinnati State OH Zip 45249
Branch Address 6450 Rockside Woods Blvd. South Suite 120
City Independence State OH Zip 44131
Branch Address 16633 N. Dallas Pkwy Suite 300
City Addison State TX Zip 75001
Branch Address 2001 Edmund Halley Drive Suite 500 AEPA IFB #018-A Page 3 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
City Reston State VA Zip 20191
Branch Address 10900 NE 8th Street Suite 1660
City Bellevue State WA Zip 98004
Branch Address 4321 W. College Ave. Suite 400
City Appleton State WI Zip 54914
Branch Address 5520 Research Park Dr.
City Fitchburg State WI Zip 53711
Branch Address N19w23993 Ridgeview Parkway West Suite 120
City Waukesha State WI Zip 53188
Branch Address 7402 Stoneridge Dr. Suite 1
City Weston State WI Zip 54476
If more branch locations, insert information here or add another sheet with above information.
Sales History Provide your company’s annual sales for 2015, 2016, 2017 YTD in the United States by the various public segments:
CDW•G breaks out our corporate, public, and private sector segment’s sales differently from the table requested below. For example, K-12 and Higher Education sales, is combined as the Education category. Government is comprised of state, local and federal segments and non-profit is part of the “Other” category. We have included our own table to adequately represent how sales are broken down per segment.
2015 2016 2017 YTD K-12 (public & private), Educational $*Please see chart $* $* Service Agencies below Higher Education Institutions $*Please see chart $* $* below Counties, Cities, Townships, $*Please see chart $* $* Villages below States $*Please see chart $* $* below Other Public Sector & Non-profits $*Please see chart $* $* below Private Sector $*Please see chart $* $* below Total $*Please see chart $* $* below
AEPA IFB #018-A Page 4 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
The following table presents our net sales by customer channel for our Corporate and Public for the years ended December 31, 2015, 2016, and 2017 YTD through 2nd quarter reports:
(in Millions) 2015 2016 2017 YTD Corporate: Medium/Large $5,875.3 $5,879.7 $3,107.0 Small Business $1,093.0 $1,150.2 $620.2 Total Corporate $6,968.3 $7,029.9 $3,727.2 Public: Government $1,700.9 $1,863.7 $930.8 Education $1,818.8 $2,018.3 $1,110.0 Healthcare $1,663.9 $1,707.4 $809.8 Total Public $5,183.6 $5,589.4 $2,850.6 Other $836.8 $1,362.6 $741.3 Total $12,988.7 $13,981.9 $7,319.1
Work Force 1. Key Contacts and Providers: Provide a list of the individuals, titles, and contact information for the individuals who will provide the following services on a national and/or local basis: Function Name Title Phone Email Contract Manager David White Program 312.547.2848 [email protected] Manager Sales Manager CDW•G’s team of dedicated sales managers will support their respective customers. AEPA Sales Managers and their regions are provided below. Customer & Customer Service provided by Account Managers, detailed in the list below. Our field Support Manager engineers also support our services projects. A list of our field team is included following the account team. Distributors, CDW•G’s account managers, detailed below, will support their respective AEPA Dealers, Installers, member agencies. Sales Reps Consultants & CDW•G works with multiple consultants and trainers. If further information is Trainers needed, the AEPA member can contact their AM. Please see below AM list. Technical, CDW•G’s account managers are the first point of contact to facilitate technical, Maintenance & maintenance, and support for AEPA member agencies. Please see attached Account Support Services Management list that follows. Quotes, Invoicing Each Member Agency has a dedicated account manager who will provide, quote, & Payments invoice, and payment support. See attached Account Management list for contacts for each state. Warranty & After For manufacturer warranty, the AEPA member can contact the appropriate the Sale manufacturer. If additional information is needed the AEPA member can contact your AM. Please see attached Account Management list. Financial Manager David White Program (877) 722-8625 [email protected] Manager
AEPA IFB #018-A Page 5 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
*AEPA K-12 Sales Management Team
Name Title AEPA State(s) Phone Email Sean Galligan Sales Manager Connecticut & (866) 785-2654 [email protected] Massachusetts John Skidmore Sales Manager New York (866) 687-3187 [email protected] Sarah Sales Manager Pennsylvania & (203) 851-7128 [email protected] Rosenfeld New Jersey Michael Durand Sales Manager West Virginia & (866) 785-2649 [email protected] Virginia Tony Digrazia Sales Manager Florida (877) 669-4317 [email protected] Bryan Purl Sales Manager Michigan, Ohio, (877) 402-4303 [email protected] & Kentucky Paul Yereb Sales Manager Indiana (877) 325-3405 [email protected] Molly Brown Sales Manager Wisconsin, (877) 898-4470 [email protected] Minnesota, Missouri, North Dakota, Iowa, Kansas, & Nebraska Alex Arteaga Sales Manager Texas (312) 705-5653 [email protected] Chris Sadek Sales Manager Colorado, (866) 295-3524 [email protected] Montana, New Mexico, Oregon, Washington, & Wyoming Mike Reorowicz Sales Manager Northern (877) 424-2178 [email protected] California Alex Haycock Sales Manager Southern (312) 705-5625 [email protected] California
*AEPA K-12 Account Team – Connecticut & Massachusetts Sales Manager – Sean Galligan
Name Title Phone Email Bryan Nasznic Account Manager (866) 643-9284 [email protected] Chris Lipford Account Manager (855) 822-6530 [email protected] Jim Pinto Account Manager (866) 743-5679 [email protected] Kelli Carter Field Account (203) 851-7209 [email protected] Manager Matt Battista Account Manager (866) 872-0817 [email protected] Michelle Silva Sr. Account (866) 806-4758 [email protected] Manager Paul Huzi Account Executive II (866) 687-2917 [email protected] Sarah Hegan Account Manager (866) 849-5197 [email protected] Sean Ryan Account (866) 819-5018 [email protected] Representative Steve Fiore Account Manager (866) 613-1170 [email protected] Steven Account Manager (866) 833-0346 [email protected] Evangelista Tim Smith Account Manager (866) 773-7356 [email protected] Tyler Condry Account Manager (855) 822-9416 [email protected] AEPA IFB #018-A Page 6 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
Vincent Account Manager (866) 773-7348 [email protected] Mulvihill
*AEPA K-12 Account Team– New York Sales Manager – John Skidmore
Name Title Phone Email Al Vazquez Account Executive II (203) 513-3509 [email protected] Andrew Executive Account (866) 873-9864 [email protected] Magliola Manager Aubrey Clark Executive Account (866) 715-1393 [email protected] Manager Bob Frelow Account Executive II (845) 928-6650 [email protected] Brian Corasaniti Executive Account (866) 784-1625 [email protected] Manager Christopher Account Executive II (315) 329-9430 [email protected] Andreu Dan Bernardis Sr. Account (855) 822-9415 [email protected] Manager Dana Account Manager (855) 822-4616 [email protected] Gambardella EJ Henderson Sr. Account (866) 643-9285 [email protected] Jr. Manager Ian Sanders Account (866) 806-4761 [email protected] Representative Jen Jadach Sr. Account (203) 851-7219 [email protected] Manager Joey Misinonile Sr. Account (866) 850-5832 [email protected] Manager John Margiotta Executive Account (866) 784-1619 [email protected] Manager Katie McGarity Executive Account (855) 822-1101 [email protected] Manager Matt Edsall Account Manager (866) 769-8475 [email protected] Matthew Sr. Account (866) 743-5020 [email protected] Maglione Manager Michelle Account Manager (203) 851-7113 [email protected] Kennedy Peter Cotto Account (203) 851-7185 [email protected] Representative Ralph Sharkis Executive Account (866) 643-9333 [email protected] Manager Scott Sember Account Manager (866) 872-0843 [email protected] Sean Roche Executive Account (866) 795-3451 [email protected] Manager Shawn Field Account (847) 465-6000 [email protected] Campbell Manager Tess French Account Manager (866) 785-2473 [email protected]
AEPA IFB #018-A Page 7 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
*AEPA K-12 Account Team – Pennsylvania & New Jersey Sales Manager – Sarah Rosenfeld
Name Title Phone Email Azaria Vera Account (855) 822-0621 [email protected] Representative Becky Monteiro Account Manager (866) 643-9340 [email protected] Bobby Leonzo Sr. Account (866) 687-3184 [email protected] Manager Danielle Account Manager (866) 873-9865 [email protected] Lodovico Grace Kim Account Executive II (877) 428-5509 [email protected] Ian White Account Manager (855) 822-0620 [email protected] Jason Miller Account Manager (866) 849-5214 [email protected] Jimmy Parkins Sr. Account (855) 822-5447 [email protected] Manager Joe Reynolds Account Manager (866) 643-9337 [email protected] John Wilson Account (866) 432-9076 [email protected] Representative Josh Duhancik Account Manager (855) 822-1195 [email protected] Kristin Carmody Account (203) 851-7257 [email protected] Representative Luca Durante Account Manager (203) 851-7224 [email protected] Matt Cleveland Sr. Account (866) 806-4787 [email protected] Manager Megan Olbrys Account (866) 854-4008 [email protected] Representative Michael Sr. Account (866) 776-7412 [email protected] Creegan Manager Michael Talbot Account Manager (866) 687-3186 [email protected] Michael Account Manager (866) 776-7380 [email protected] Weisser Mike Patka Executive Account (866) 613-1172 [email protected] Manager Raj Jhala Sr. Account (866) 687-2918 [email protected] Manager Scott Dwelle Sr. Account (866) 833-0363 [email protected] Manager Thomas Account (203) 851-7220 [email protected] Figueiredo Representative Tim Barron Account Executive II (203) 851-7260 [email protected] Thomas Taylor Account Manager (866) 715-1409 [email protected]
*AEPA Account Team – West Virginia & Virginia Sales Manager – Michael Durand
Name Title Phone Email Anthony Defala Executive Account (866) 849-5211 [email protected] Jr. Manager Ashley Pratt Sr. Account (866) 819-6496 [email protected] Manager
AEPA IFB #018-A Page 8 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
Bill Rose Executive Account (866) 819-6504 [email protected] Manager Brad Waslenko Account Manager (866) 784-1664 [email protected] Charlie Celotto Sr. Account (866) 850-5781 [email protected] Manager Chris Demers Account (855) 822-4921 [email protected] Representative Chris Hegan Executive Account (866) 806-4964 [email protected] Manager Danny Ajro Sr. Account (866) 769-8477 [email protected] Manager Derek Executive Account (866) 773-7445 [email protected] DellaMonica Manager Emmery Sr. Account (866) 687-2701 [email protected] Duprey Manager James Lee Account (855) 822-0031 [email protected] Representative Jeff Rossi Account Manager (866) 687-3185 [email protected] Julie Larsen Account (203) 851-7242 [email protected] Representative Mark Stout Executive Account (877) 419-1217 [email protected] Manager Matt Swinkin Account (866) 833-9581 [email protected] Representative Matt Todd Account Manager (866) 776-7410 [email protected] Nina Krivickas Account Executive II (847) 465-6000 [email protected] Ray Sorrentino Account Manager (866) 833-0358 [email protected] Robyn Account Manager (866) 773-7440 [email protected] Musicant Scott Elder Account Executive II (703) 621-8285 [email protected] Tigo Schauffler Account (203) 851-7246 [email protected] Representative
AEPA IFB #018-A Page 9 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
*AEPA Account Team – Florida Sales Manager – Tony Digrazia
Name Title Phone Email Anthony Executive Account (877) 434-6269 [email protected] Martinez Manager Anuj Kalra Account Manager (866) 339-3640 [email protected] Brennan Geis Account Manager (866) 339-0352 [email protected] Caleb Account Manager (877) 535-9472 [email protected] Chambers Clint Munoz Executive Account (866) 219-4088 [email protected] Manager Daniel Account Manager (877) 635-6654 [email protected] Schulman Jess Sutton Sr. Account (866) 339-7394 [email protected] Manager Kevin Nota Account Manager (877) 403-2521 [email protected] Matt Antonucci Account Manager (877) 663-8569 [email protected] Michael Dietz Sr. Account (866) 342-9082 [email protected] Manager Mitchell Drucker Account Manager (866) 208-1573 [email protected] Norm Busick Account (866) 537-4609 [email protected] Representative Phil Executive Account (877) 874-9064 [email protected] Oberholtzer Manager Rachael Pond Account Manager (866) 684-4538 [email protected] Rebekah Marco Account (866) 301-5740 [email protected] Representative Rick Allain Account Manager (855) 822-0029 [email protected] Sia Pettaras Sr. Account (866) 443-0263 [email protected] Manager Stephen Account Manager (866) 224-1596 [email protected] Nakonechny Steven Magid Account Manager (877) 376-8467 [email protected] Ted Kus Sr. Account (877) 655-1830 [email protected] Manager Todd Short Executive Account (866) 339-5852 [email protected] Manager Walter Lobas Sr. Account (866) 708-1705 [email protected] Manager Yemi Account Manager (312) 705-5541 [email protected] Ogunsanya
*AEPA Account Team – Michigan, Ohio, & Kentucky Sales Manager – Bryan Purl
Name Title Phone Email Alex Cisek Account Manager (877) 635-6661 [email protected] Angelica Pacleb Account (866) 465-9897 [email protected] Representative Bradley Executive Account (866) 888-2239 [email protected] Huffman Manager
AEPA IFB #018-A Page 10 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
Elizabeth Glans Account Manager (877) 695-5833 [email protected] Grace Account Manager (877) 626-4807 [email protected] McKendry Harry Egbo Account Manager (877) 627-0970 [email protected] Henry Castro Account Manager (877) 325-2909 [email protected] Jill Kilcoyne Account Manager (877) 698-5229 [email protected] Jonathan Account Manager (866) 339-4890 [email protected] Lesher Justin Heiser Account Manager (866) 259-3519 [email protected] KiAundre Account Manager (877) 765-2924 [email protected] Garland Kirk Wojak Executive Account (866) 253-5524 [email protected] Manager Laura Clark Sr. Account (877) 325-6205 [email protected] Manager Maria Account Manager (877) 376-2522 [email protected] Hochschild Matt O’Brien Account Manager (877) 685-8892 [email protected] Michelle Account Manager (866) 224-4820 [email protected] Rietema Mike Goldberg Executive Account (866) 465-9989 [email protected] Manager Rich McLean Executive Account (866) 668-9495 [email protected] Manager Wes Farrell Sr. Account (877) 874-9063 [email protected] Manager
*AEPA Account Team – Indiana Sales Manager – Paul Yereb
Name Title Phone Email Andrew Account Manager (877) 298-3731 [email protected] Holmquist Angela Collins Executive Account (877) 853-0583 [email protected] Manager Brennan Loftus Account Manager (866) 437-4532 [email protected] Brian Lewin Sr. Account (877) 865-9641 [email protected] Manager David Friedman Executive Account (877) 524-9367 [email protected] Manager Kevin Executive Account (877) 524-9368 [email protected] McMahon Manager Leigh Ann Account Manager (877) 466-7812 [email protected] Wines Marc Mirretti Sr. Account (866) 295-6157 [email protected] Manager Matt Eisfelder Sr. Account (877) 246-8022 [email protected] Manager Matt Stephany Sr. Account (866) 723-1551 [email protected] Manager Meghan Account (877) 325-8048 [email protected] Ruscheinski Representative Nick Simonetti Account Manager (877) 800-3153 [email protected]
AEPA IFB #018-A Page 11 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
Ryan Eick Sr. Account (877) 465-4270 [email protected] Manager Ryan Parvis Executive Account (877) 325-3396 [email protected] Manager Sean Dillon Executive Account (866) 723-3622 [email protected] Manager Seyed Khalili Executive Account (866) 342-9079 [email protected] Manager
*AEPA Account Team – Wisconsin, Minnesota, Missouri, North Dakota, Iowa, Kansas, & Nebraska Sales Manager – Molly Brown
Name Title Phone Email Aaron Cain Account Manager (877) 501-3323 [email protected] Alfonzo Ratliff Account Manager (866) 257-1165 [email protected] Andrew Hora Account Manager (866) 260-9178 [email protected] Andrew Peck Account Manager (877) 826-1284 [email protected] Ashok Natraj Account Manager (866) 302-0955 [email protected] Brendan Account Manager (866) 684-4534 [email protected] Devlieger Brianna Account Manager (877) 837-9685 [email protected] Simkowski Danny Account Manager (877) 498-5438 [email protected] Heymann Jay Montblanc Account Manager (866) 224-5535 [email protected] Joel Hotovy Account (866) 285-3063 [email protected] Representative Lindsay Sr. Account (866) 339-7604 [email protected] Daswani Manager Mayank Executive Account (866) 626-8519 [email protected] Srivastava Manager Michael Swartz Executive Account (866) 224-6471 [email protected] Manager Mike Meier Executive Account (877) 897-0412 [email protected] Manager Nathan Sr. Account (866) 465-9914 [email protected] Reynolds Manager Nick Kieskowski Account Manager (866) 292-3791 [email protected] Oleg Krylov Sr. Account (866) 770-0358 [email protected] Manager Rob Culicchia Account Manager (866) 534-1410 [email protected] Sean Mitchell Account Manager (877) 498-5773 [email protected] Steve Grempka Account Manager (866) 224-1670 [email protected] Jr
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*AEPA Account Team – Texas Sales Manager – Alex Arteaga
Name Title Phone Email Amy Wilson Account Manager (877) 403-8069 [email protected] Anil Poulouse Sr. Account (866) 339-5682 [email protected] Manager Becky Bradley Sr. Account (866) 339-7389 [email protected] Manager Cameron Account Manager (877) 626-4732 [email protected] Kohlmeyer Corey Grempka Sr. Account (866) 222-9713 [email protected] Manager Dan Goehring Sr. Account (866) 304-5738 [email protected] Manager Drew Wilkerson Account (877) 826-1281 [email protected] Representative Dylan Gersh Account Manager (866) 253-1731 [email protected] Eric Althoff Executive Account (866) 222-3168 [email protected] Manager Eric Juul Sr. Account (877) 627-0973 [email protected] Manager Matt Albertson Executive Account (866) 222-4918 [email protected] Manager Matthew Sr. Account (866) 723-3384 [email protected] Shortell Manager Mike Chiesa Executive Account (866) 301-5739 [email protected] Manager Mike Dooley Account Manager (877) 501-3341 [email protected] Mike LaRocco Executive Account (866) 229-6142 [email protected] Manager Mike Mederich Account Manager (866) 251-3341 [email protected] Mike Smith Sr. Account (866) 691-7123 [email protected] Manager Soph Khoeun Account Manager (877) 823-5948 [email protected]
*AEPA Account Team – Colorado, Montana, New Mexico, Oregon, Washington, & Wyoming Sales Manager – Chris Sadek
Name Title Phone Email Aric Sacks Sr. Account (866) 223-0346 [email protected] Manager Ashley Bruser Account Manager (877) 698-5228 [email protected] Chris Carpen Sr. Account (877) 898-4581 [email protected] Manager Guy Vallance Account Manager (866) 302-0957 [email protected] Josh Savage Executive Account (877) 707-7769 [email protected] Manager Justin Green Sr. Account (877) 325-8041 [email protected] Manager Kelvin Johnson Account Manager (866) 223-1455 [email protected] Kevin O’Connor Account Manager (877) 635-6440 [email protected]
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Marissa Account Manager (877) 380-2615 [email protected] O’Malley Matt Blake Account Manager (866) 244-4763 [email protected] Nick Kelliher Executive Account (877) 663-8394 [email protected] Manager Thomas Barrie Account Manager (866) 253-1686 [email protected] Tyler Fisher Account Manager (866) 876-5516 [email protected]
*AEPA Account Team – Northern California Sales Manager – Mike Reorowicz
Name Title Phone Email Austin Remero Account (877) 283-5780 [email protected] Representative Chris Atraje Executive Account (877) 325-2820 [email protected] Manager Ethan Joseph Account Manager (866) 229-5387 [email protected] Ian Rodnick Sr. Account (877) 655-1832 [email protected] Manager Jennifer Account Manager (877) 708-7996 [email protected] Prokuski John Hart Sr. Account (877) 554-4480 [email protected] Manager Justin Executive Account (866) 246-8136 [email protected] Davenport Manager Louis Donzelli Sr. Account (877) 501-2996 [email protected] Manager Pat Hein Executive Account (866) 642-8073 [email protected] Manager Ryan Miller Executive Account (866) 285-2406 [email protected] Manager
*AEPA Account Team – Southern California Sales Manager – Alex Haycock
Name Title Phone Email Adam Slater Executive Account (866) 643-9339 [email protected] Manager Anthony Account Manager (866) 253-1092 [email protected] Dierickx Beth Girardini Executive Account (866) 339-3527 [email protected] Manager Charleen Chu Account Manager (866) 339-5678 [email protected] Christopher Executive Account (877) 262-6719 [email protected] Zingler Manager Doug Moore Executive Account (866) 723-7920 [email protected] Manager Jason Abdalla Sr. Account (866) 684-4533 [email protected] Manager Jeff Bauman Sr. Account (866) 339-3529 [email protected] Manager
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Jeff Polk Sr. Account (866) 639-2816 [email protected] Manager Justin Lindberg Sr. Account (877) 325-9337 [email protected] Manager Paige Friddle Account (866) 448-3719 [email protected] Representative Tyson Lagoni Executive Account (877) 325-3388 [email protected] Manager
AEPA IFB #018-A Page 15 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
CDW Field Account Team
Additional resources available to support AEPA projects include our field engineers, listed below.
Appleton, Wisconsin Name Title Name Title Paul Haferman Principal Consulting Jeff Schang Enterprise Project Manager Engineer Ducky Consulting Engineer Alan Arenas-Grube Program Manager Vidanagamage Charlie Russell Senior Consulting Bart Kniess Technical Lead Engineer Leann Kaser Project Administrator Bill Brey Senior Consulting Engineer Robert Gilreath Senior Consulting Chris Grube Consulting Engineer Engineer Eric Verhagen Senior Consulting Chuck Lutzen Senior Consulting Engineer Engineer Mack Butzen Consulting Engineer Cody Roche Principal Consulting Engineer Brian Kolasinski Senior Consulting Ed Ruszkiewicz Enterprise Architect Engineer Travis Otting Business Analyst Jason Senior Consulting Engineer Thomaschefsky Herb Numrich Senior Consulting Joseph Widowski Consulting Engineer Engineer Vince Consulting Engineer Kevin Kosour Senior Consulting Engineer Kasparian Dee Baker Engagement Luke Armstrong Consulting Engineer Manager Matt Johnsen Consulting Engineer Scott Eggert Senior Consulting Engineer Ralph Rye Technical Lead Vince Leasum Senior Consulting Engineer Senior Consulting Ryan Walker Scott Eggert Senior Consulting Engineer Engineer Matt Johnsen Consulting Engineer Vince Leasum Senior Consulting Engineer
Boston, Massachusetts Name Title Name Title Thaddeus Consulting Engineer Kevin Dwyer Technical Lead Kurowski Jr Matt Lynam Consulting Engineer Leander Willis Enterprise Project Manager Dave Consulting Engineer Matt Lynam Consulting Engineer Blanchette Kevin Dwyer Technical Lead Dave Blanchette Consulting Engineer Leander Willis Enterprise Project Thaddeus Kurowski Consulting Engineer Manager Jr
Cincinnati, Ohio Name Title Name Title Joseph Wagner Consulting Engineer Mike McDaniel Senior Project Manager Senior Consulting Greg Joseph Tri Le Enterprise Project Manager Engineer Angelica Vietti Project Manager
AEPA IFB #018-A Page 16 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
Cleveland, Ohio Name Title Name Title Dave Persuhn Technical Lead Anthony Balasko Enterprise Project Manager Logan Boggs Consulting Engineer Bill Jenkins Principal Consulting Engineer Matt Alloway Consulting Engineer Bill Kral Enterprise Project Manager Donna Ryan Consulting Engineer Eric Gibb Senior Consulting Engineer Steve Jackson Senior Consulting Jim Desantis Senior Consulting Engineer Engineer Abigail Edgell Business Analyst Jim Laney Senior Consulting Engineer Chris Schuerger Senior Consulting Joe Albertini Senior Consulting Engineer Engineer Drew Wilson Enterprise Project John Talafous Senior Consulting Engineer Manager Mark Senior Consulting Jonathon Bock Consulting Engineer Householder Engineer Craig Glidden Consulting Engineer Matt Parker Consulting Engineer Shawn Windle Senior Consulting Mike Havanas Senior Consulting Engineer Engineer Tim Hahn Consulting Engineer Mike Keller Technical Lead Todd Uffman Consulting Engineer Phill Johntony Consulting Engineer Bill Baker Sr. Project Manager Rich Kirker Principal Consulting Engineer Mike Blanchard Consulting Engineer Ryan Hladek Consulting Engineer
Dallas, Texas Name Title Name Title Klint Cochran Senior Consulting Jerry Mistrot Senior Consulting Engineer Engineer Ali Haidar Consulting Engineer Nathan Long Senior Consulting Engineer Michael Brown - Senior Consulting Yomi Afolabi Consulting Engineer R397 Engineer Mike Peters Consulting Engineer Jim Lummus Senior Project Manager Alan Grimm Business Analyst Dionne Danvers Consulting Engineer Frank Pope Enterprise Project Russell Despain Principal Consulting Engineer Manager
Cleveland, Ohio Name Title Name Title Dave Persuhn Technical Lead Anthony Balasko Enterprise Project Manager Logan Boggs Consulting Engineer Bill Jenkins Principal Consulting Engineer Matt Alloway Consulting Engineer Bill Kral Enterprise Project Manager Donna Ryan Consulting Engineer Eric Gibb Senior Consulting Engineer Steve Jackson Senior Consulting Jim Desantis Senior Consulting Engineer Engineer Abigail Edgell Business Analyst Jim Laney Senior Consulting Engineer Chris Schuerger Senior Consulting Joe Albertini Senior Consulting Engineer Engineer Drew Wilson Enterprise Project John Talafous Senior Consulting Engineer Manager Mark Senior Consulting Jonathon Bock Consulting Engineer Householder Engineer Craig Glidden Consulting Engineer Matt Parker Consulting Engineer AEPA IFB #018-A Page 17 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
Shawn Windle Senior Consulting Mike Havanas Senior Consulting Engineer Engineer Tim Hahn Consulting Engineer Mike Keller Technical Lead Todd Uffman Consulting Engineer Phill Johntony Consulting Engineer Bill Baker Sr. Project Manager Rich Kirker Principal Consulting Engineer Mike Blanchard Consulting Engineer Ryan Hladek Consulting Engineer
Detroit, Michigan Name Title Name Title Senior Project Brian Preston Ian Odette Consulting Engineer Manager Jerry Lundquist Project Manager James Foster Technical Lead Gregory Hornby Consulting Engineer Matt Wigfield Consulting Engineer Jeremy Dover Consulting Engineer Mike Mahaney Technical Lead Mikhail Consulting Engineer Mike Ross Consulting Engineer Burshteyn Vitaliy Mednik Technical Lead Tony Skiver Consulting Engineer Senior Consulting David Haddock Tony Woolf Technical Lead Engineer Principal Consulting Zach Byers George Smedley Program Manager Engineer Senior Project David Allen Keith Jackson Senior Consulting Engineer Manager Principal Consulting Britt Baubie Brandon Pritz Consulting Engineer Engineer Brian Krantz Consulting Engineer Brian Fannon Principal Consulting Engineer
Grand Rapids, Michigan Name Title Name Title Eric Woodfin Program Manager Eddy Curtis Consulting Engineer Karl Durry Consulting Engineer Eric Brown Enterprise Project Manager Melissa Hough Senior Project Eric Schmidt Senior Consulting Engineer Manager Roger Munn Senior Consulting Greg Smalley Senior Consulting Engineer Engineer Randy Hogan Consulting Engineer Mark Underwood Project Manager Tom Dietz Senior Consulting Rigzee Hooper Consulting Engineer Engineer Cody Rowe Consulting Engineer Robert Spicer Principal Consulting Engineer Tim Costello Senior Project Tim Poll Consulting Engineer Manager Bill Smith Senior Project Dan Morris Enterprise Project Manager Manager Mike Sweany Senior Consulting
Engineer
Houston, Texas Name Title Name Title Robert Consulting Engineer Michael San Marco Consulting Engineer Villanueva Greg Harrison Senior Project Robert Barker Senior Consulting Engineer Manager Kris Shirley Technical Lead Minh Truong Consulting Engineer
AEPA IFB #018-A Page 18 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
Oved Carranza Senior Consulting Erick Purkins Consulting Engineer Engineer Jason Technical Lead Jason Anderson Principal Consulting Engineer Netherland
Indianapolis, Indiana Name Title Name Title Drew Bills Technical Lead Paul Strain Consulting Engineer Veronica Abbey Senior Consulting Lorraine Day Project Manager Engineer David Jack Senior Consulting Joshua O'Connor Consulting Engineer Engineer Brandon Consulting Engineer Emad Alqaisi Consulting Engineer Reddish Christian Senior Consulting Megan Dugan Senior Project Manager Wheeler Engineer * Derek Bulthuis Consulting Engineer Keith Pranger Consulting Engineer * Dustin Dortch Senior Consulting Brian Maddox Senior Consulting Engineer Engineer John McClure Consulting Engineer Brian Pierson Senior Consulting Engineer Paul Bateman Consulting Engineer Dennis Beatty Senior Consulting Engineer Daniel Snow Consulting Engineer Marshall Radwin Technology Architect Mitch Smith Consulting Engineer Paul Cannaley Enterprise Project Manager Mitchell Consulting Engineer Rick Long Senior Consulting Engineer Bumgarner Shantharam Senior Consulting Anandkumar Engineer
Los Angeles, California Name Title Name Title Jose Borges Enterprise Project Jericko Meneses Consulting Engineer Manager Mark Senteza Technical Lead John Pascale Consulting Engineer Steve Hazlett Senior Project Ryan Bandel Consulting Engineer Manager Carl Neal Consulting Engineer Wayne Lefrancois Senior Consulting Engineer Jr. Joshua Gilmet Consulting Engineer Shant Ohanis Consulting Engineer
Madison, Wisconsin Name Title Name Title Tyler Booth Consulting Engineer Matt Gams Senior Consulting Engineer Brenden Senior Consulting Austin Smith Consulting Engineer Morgenthaler Engineer Yulia Slesareva Consulting Engineer Beau Poehls Senior Consulting Engineer Brian Carter Senior Consulting Brad Garczynski Senior Engineer Engineer Danielle Project Manager Dan Coy Consulting Engineer Krumbein Martin Consulting Engineer Dan Paprocki Consulting Engineer Khoshaba Bill Spilman Senior Project Jeffrey Riechers Senior Consulting Engineer Manager
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George Consulting Engineer Jon Wiciak Senior Consulting Engineer Rouvelas Stan Buskus Senior Consulting Mark Grace Senior Consulting Engineer Engineer Jackie Ramin Enterprise Project Muataz Awad Consulting Engineer Manager Nick Hartmann Senior Consulting Nate Isaacson Senior Consulting Engineer Engineer Peter Feakins Senior Consulting Patti Sanger Project Manager Engineer Kris Seraphine Senior Consulting Steve Moker Senior Consulting Engineer Engineer
Milwaukee, Wisconsin Name Title Name Title Bryan Davis Senior Consulting Brenton Blawat Enterprise Architect Engineer Catrina Francis Project Manager Chris Burger Consulting Engineer Derrick Hurley Consulting Engineer Dave Windorski Principal Consulting Engineer John Ebben Consulting Engineer Jeff Nelson Senior Project Manager Karen Sandor Enterprise Project Josh Walters Senior Consulting Engineer Manager Dmitriy Rybkin Consulting Engineer Matt Edlhuber Senior Consulting Engineer Kathy Senior Project Matt Orlando Technical Lead Wasielewski Manager Ahmad Harris Consulting Engineer Paul Gruener Enterprise Project Manager Keith Crosby Principal Consulting Peter Holdmann Senior Consulting Engineer Engineer Chad Bentilla Senior Consulting Tom Brown Senior Consulting Engineer Engineer Terrelle Shaw Consulting Engineer Will Kerr Senior Consulting Engineer Ike Ozurumba Consulting Engineer Allen Daily Technical Lead
Minneapolis, Minnesota Name Title Name Title Kim Darke Technical Lead Mike Bell Consulting Engineer Michael Senior Consulting Mike Underwood Consulting Engineer Vogsland Engineer Necole Enterprise Project Steve Hammes Consulting Engineer Spangrud Manager Deb Cota Senior Project Tia Thompson Consulting Engineer Manager Eric Freeberg Technical Lead Doug Teal Senior Consulting Engineer Rick Mahn Senior Consulting Mitchell Murphy Consulting Engineer Engineer Dan Metheny Consulting Engineer Sherry Madson Senior Project Manager Aaron Overlid Consulting Engineer Brian Corbet Senior Consulting Engineer Casey Dockry Senior Consulting Tim Grabrian Consulting Engineer Engineer Melissa Consulting Engineer Chris Clouse Senior Consulting Engineer Freeberg John Schlimgen Senior Consulting Doug Anderson Senior Consulting Engineer Engineer
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Ashley Berg Consulting Engineer Brian Jacklin Principal Consulting Engineer Dane Biegert Consulting Engineer John Mitchell Senior Consulting Engineer Dharmik Patel Consulting Engineer Johnny Harbieh Enterprise Architect Dustin Wilfling Project Manager Keith Benedict Senior Consulting Engineer Jill Schuerman Senior Consulting Khaled Mussa Principal Consulting Engineer Engineer Joe Keating Senior Consulting Melissa Wright Consulting Engineer Engineer Joel Nordsving Senior Consulting Michael Fuller Senior Consulting Engineer Engineer Pav Trinos Consulting Engineer Steve Freeberg Principal Consulting Engineer Sarita Dangeti Consulting Engineer Tom Slater Senior Project Manager Scott Krogseng Consulting Engineer
Philadelphia, Pennsylvania Name Title Name Title Randy Martinez Senior Consulting Gary Lipson Senior Consulting Engineer Engineer
San Diego, California Name Title Name Title Jason Senior Consulting Sho Shanker Senior Consulting Engineer Huntsman Engineer David Fedko Senior Consulting Jonah Chung Consulting Engineer Engineer Freddy Delgado Senior Consulting Dorothy Yamamoto Project Manager Engineer Joshua Kim Consulting Engineer Chad Anderson Consulting Engineer Vikram Senior Consulting Danary Gonzalez Consulting Engineer Kshemkalyani Engineer Debi Spaulding Project Manager Nick Nelson Consulting Engineer Sergey Kulyasov Technical Lead
San Francisco, California Name Title Name Title Terry Hall Senior Project Brislin Thomas Consulting Engineer Manager Abdul Vasay Principal Consulting Dawn Severson Senior Project Manager Mohammad Engineer
Seattle, Washington Name Title Name Title Michael Enterprise Consult Justin Hiedeman Senior Consulting Engineer Steinberg Architect Brad Stevens Consulting Engineer Justin O'Sullivan Senior Consulting Engineer John Weber Technical Lead Kurt Norman Consulting Engineer
Tampa, Florida Name Title Name Title Amir Bendayan Enterprise Project Anthony Oguntoye Consulting Engineer Manager John Cokkinias Senior Consulting Chris Black Technical Lead Engineer AEPA IFB #018-A Page 21 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
Timothy Betz Principal Consulting Maggi Honda Senior Consulting Engineer Engineer * Guilherme Senior Consulting Mark Ibrahim Consulting Engineer Barati Engineer Ben Bradt Consulting Engineer Miguel Cruz Senior Consulting Engineer John Munro Consulting Engineer Sasha Sevo Principal Consulting Engineer Clyde Griffin Consulting Engineer Steven Kopischke Senior Project Manager Derek Senior Project Todd King Technology Architect Carnwath Manager Etien Figueredo Consulting Engineer Miguel Valdes Consulting Engineer Robert Madison Technical Lead Jacob Monson Consulting Engineer
2. Sales Force: Provide total number and location of salespersons employed by your company in the United States by completing the following: (To insert more rows, hit the tab key from the last field in the State column.)
CDW•G does not break out coworker counts by title or job function per location. We have provided a coworker count by location current as of August 2017, which includes both sales and non-sales coworkers. In addition, on the previous pages we provided a complete listing of our K-12 sales team per each applicable state to demonstrate coverage for all AEPA Member Agencies.
Number of Sales Reps City State 97 Appleton Wisconsin 19 Atlanta Georgia 10 Boston Massachusetts 217 Chandler Arizona 156 Cherry Hill New Jersey 1972 Chicago Illinois 24 Cincinnati Ohio 37 Cleveland Ohio
56 Dallas Texas 7 Denver Colorado 60 Detroit Michigan 198 Eatontown New Jersey 3 Evansville Indiana 1002 N/A - Home Offices N/A - Home Offices 33 Grand Rapids Michigan 12 Houston Texas 39 Indianapolis Indiana 162 Las Vegas Nevada 1179 Lincolnshire Illinois 25 Los Angeles California 240 Madison Wisconsin 4 Miami Florida 63 Milwaukee Wisconsin 82 Minneapolis Minnesota 6 Nashville Tennessee 8 New York City New York 1 Philadelphia Pennsylvania 3 Phoenix Arizona
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14 Raleigh North Carolina 15 San Diego California 9 San Francisco California 19 Seattle Washington 196 Shelton Connecticut 92 Tampa Florida 1060 Vernon Hills Illinois 160 Washington D.C.
3. Service/Support and Distribution Centers: Provide the type (service/support or distribution) and location of centers that support the United States by completing the following: (To insert more rows, hit the tab key from the last field in the State column.)
Center Type City State Service/support and Distribution Vernon Hills IL Service/support and Distribution Las Vegas NV Service/support Lincolnshire IL Service/support Chandler AZ Service/support Glendale CA Service/support Shelton CT Service/support Tampa FL Service/support Chicago IL Service/support Evansville IN Service/support Carmel IN Service/support Southfield MI Service/support Ada MI Service/support Brooklyn Park MN Service/support Cherry Hill NJ Service/support Eatontown NJ Service/support Cincinnati OH Service/support Independence OH Service/support Addison TX Service/support Reston VA Service/support Bellevue WA Service/support Appleton WI Service/support Fitchburg WI Service/support Waukesha WI Service/support Weston WI
Marketing 1. Key Marketing Contact(s): List the name(s), title(s) and contact information of the business’s key national and regional marketing office(s). (To insert more rows, hit the tab key from the last field in the Email column.
Name Title Phone Email David White Program Manager (877) 722-8625 [email protected]
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Christian Giebler Manager – Sales (847) 371-3643 [email protected] Enablement Brian Blake Sr. Manager, Insights (847) 371-5429 [email protected]
2. Marketing Activities: Describe how this company marketed its products and services to schools and other public sector audiences in Fiscal Year 2016-2017 (July 1 – June 30). List all conventions, conferences and other events at which this company exhibited.
CDW•G Marketing Events – Making Connections through Participation The CDW•G marketing event schedule is an impressive mix of national and regional events, focused on driving awareness of our value proposition, solution offerings, and contract portfolio. CDW•G attends hundreds of events each year. For example, from July 1, 2016 – June 30, 2017, CDW•G attended 127 events in 28 states related specifically to K- 12 and/or State and Local government. A few of these events include: • Digital Government SummIT • Texas Association of State Systems for Computing and CDW•G 10x20’ booth layout Communications (TASSCC) • GMIS International Annual Conference • CoSN Annual Conference • FSBA/FADSS Annual Summer Conference (Florida School Board Association) • MOREnet Annual Conference • International Association of Chiefs of Police (IACP) Annual Conference • CETPA Annual Conference • Future of Technology Conference (FETC) • Texas Computer Education Association (TCEA) Conference • Pennsylvania Education Technology Expo & Conference (PETE & C) • Ohio Education Technology Conference (Ohio ETECH) • CUE Conference
CDW•G often has booths at these events where AEPA customers can learn more about potential solutions and the scope of the AEPA contract.
3. Cooperative Marketing: Describe ways in which this business can collaborate with Member Agencies in marketing the bid.
CDW•G’s goal is to partner with Member Agencies to take an all-encompassing approach to marketing this contract vehicle. In this role, we are open to working with Member Agencies to implement marketing strategies tailored to their states and effectively promote the AEPA contract’s adoption. CDW•G will utilize a number of proven activities to publicize and promote this contract. Individual Member Websites
CDW•G currently has websites dedicated to each AEPA state contract where members can go to view products, pricing, and contract details. Having individual websites for each state allows us to market the individual contracts, in addition to the larger AEPA contract, and provides AEPA Members a customized
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experience. The AEPA page is located at www.cdwg.com/aepa and includes links to each state’s individual site.
In addition to the customization, this landing page has nearly all of the same functionalities as our website cdwg.com, with contract pricing listed for each item available on contract. The site requires no login to view, so AEPA Members can easily view the competitive pricing available. The page also allows customers to perform quick product searches and to “comparison shop” by viewing side-by-side product descriptions. Providing device information in a single location takes the hassle out of downloading data from multiple manufacturer websites and allows for easy procurement of in-demand products. Agency-Tailored Marketing Campaigns
CDW•G has successful marketing campaigns with each of the Member Agencies, customizing our monthly flyers, websites, and sales teams’ promotions for each Member Agency. As detailed in the Key Marketing Contacts section, we have dedicated contacts available to help drive and market the AEPA contract. For example, under our current AEPA contract, CDW•G provides a marketing flyer updated monthly that is emailed to all AEPA Member Agencies that have signed our contract. This flyer is emailed to the lead agency in each state that then posts the flyer to their website and sends it out in their monthly marketing campaigns. Our marketing customization has is beneficial in promoting sales and awareness. In addition, CDW•G has availability for Member Agency co-branded/co-funded marketing pieces via EdTech and other flyers. Capture Manager Support for Quick Adoption
A new addition to our AEPA support team, our Capture Manager, Brian Heidt, spent time prior to the release of this IFB learning the nuances of this contract and the landscape of Member Agencies through researching the current contract and attending several meetings with AEPA members. Some of the activities that were conducted include receiving feedback from Member Agencies during the spring 2017 meeting, which was then communicated to our K-12 sales managers, their directors, and vice president to ensure questions, concerns, and successes were conveyed to those who can directly impact the customer experience of this contract. This information was then used to revise our contract approach to enhance our marketing strategy and increase sales where possible.
Once awarded, Brian will lead the strategic aspects of the contract ramp up to ensure the contract is quickly implemented and thoughtfully presented to customers for adoption. This includes his heavy involvement in a new award marketing campaign, industry events, and managing any contract kickoff activities.
4. Sales Training: Explain how your company will educate your sales staff on the AEPA contract including timing, methods, etc.
Please note: Subject to the New Mexico Inspection of Public Records Act (NMSA 1978, Chapter 14, Article 2) (the “Act”), some portions contained herein contain technical information as defined in the Act that is confidential and proprietary and may not be disclosed to a third party without the prior written consent of CDW Government LLC.
Upon award of the AEPA contract, CDW•G will launch a sales training program in person or via online training methods that is required by all Account Managers supporting states who opt-in for this contract. The contract training is led by our Program Managers David White and Mark Ellis, and will include how to market the AEPA Member Agency contract, contract pricing, eligible members, and all contract information that is relative to them selling off of this contract. Each account manager is trained on the contract specific to their respective states, not the national contract, to provide a tailored experience for AEPA Members. This sales training will occur the two weeks prior to the contract launching. In addition, the sales team has
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ongoing support throughout the contract to ensure its success. For example, if a deal on pricing arises for a specific state, account managers have access to that information and can communicate it to AEPA customers. Contract Launch
In addition to training our sales team, our dedicated Program Management team monitors the contract to ensure compliance and the overall success of the contract. This team has a detailed launch plan that follows five key steps:
• Intake. In this phase, the Proposal Team does a formal handoff to the AEPA Program Manager. From this handoff, the Program Manager prepares to stand up the agreed upon contract and prepares the contract kick-off. • Set-Up and Compliance. All backend aspects of the contract are set-up, including launching the contract pricing to the AEPA members via our internal contract management system. Customized Premium Pages are created, flow down agreements with services partners are documented, SLA process is defined, and contract stakeholders, such as lead sales resources, are identified. • Education. This is the phase in which the Program Manager takes the sales team through their initial training on the contract. The Program Manager explains critical aspects of the contract to ensure compliance and grow contract sales. • Measure. The Program Manager establishes a reporting cadence in accordance with the AEPA contract. • Grow. The Program Manager provides competitive and practical information on how to sell the contract. This is done through working with the sales team, advocating for special pricing from partners, meeting with Contract Officers to determine customer needs, and identifying potential new customers.
Environmental Initiatives
1. Describe how your products and/or services support environmental goals.
CDW•G has our own beGREEN campaign that fosters environmental responsibility as described further in Number Two below. Our partners are leading environmentally responsible IT manufacturers, which have their own sustainability programs and initiatives. In addition, CDW•G is extremely committed to the environment and has implemented the following programs and initiatives:
• Green facilities o ISO certified distribution centers o Data centers use 100% renewable energy • Sustainable products (Energy Star rating) • 100% recyclable packaging • Recycling programs o Paper o Aluminum, glass and plastic o Universal Waste o Corrugate o Plastic packaging and shrink wrap o Wooden pallets o Batteries o Toner AEPA IFB #018-A Page 26 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
• Responsible consumption of paper, water, energy and fuel • Reduction of waste volumes • Prevention of pollution
2. Describe the company’s “green” objectives (i.e. LEED, reducing footprint, etc.).
CDW•G has long been conscious of our impact on the environment, and we have taken significant steps to effectively manage our consumption of resources and lessen our environmental impact. We implemented a “beGREEN” program, which provides coworkers with a platform to reduce, reuse, and recycle in an effort to make CDW•G’s operations leaner, more efficient, and more environmentally responsible. CDW•G’s beGREEN campaign provides AEPA peace of mind that their supply partner has programs and processes to help conserve, recycle, and lower our carbon footprint. AEPA can be sure that in partnering with CDW•G, you are working with a company that recognizes the importance of responsible environmental management and conservation of resources.
We are committed to managing energy consumption and reducing environmental impact. Our multiple locations participate in our annual Earth Day celebration, intended to educate coworkers on sustainability by providing them with information and products.
Recycling at CDW•G CDW•G reduces and eliminates waste, when possible, through recycling. All waste is safely and responsibly handled and disposed. Our distribution centers recycle corrugate, shrink wrap, wooden pallets, and paper. Historically, we have recycled approximately 1,300 tons of corrugate, 1500 tons of wooden and plastic pallets, 157 tons of shrink wrap and 250 tons of paper While fluctuations vary depending on the volume received each year, our recycling efforts have resulted in a consistent reduction in our waste hauls from three times a week to only once per quarter. Due to comingled recycling, the Las Vegas Distribution Center has realized a 96% diversion rate for waste.
Environmental Sustainability In connection with the beGreen program, we continually improve upon our environmental sustainability. Our distribution centers are ISO 14001 certified – the international standard for environmental management systems. We installed energy efficient lighting and have seen a significant reduction in energy usage in our distribution centers and corporate headquarters. Our distribution centers are also equipped with motion-controlled high bay lighting that powers off the lights after 12-15 minutes of inactivity. Our maintenance crews replace petroleum-based degreaser products, when possible, with a citrus-based cleaner/degreaser that is made from natural products and is better for the environment. Over 95% of our shipments use carriers that are enrolled in the EPA Smart Way Transport Partnership.
Eco-Conscious Packaging CDW•G is committed to providing maximum protection for your IT assets while they are being shipped to your location. For example, we use environmentally friendly boxes and packing materials that are 100 percent recyclable. Our boxes use 100 percent of the maximum allowable post-consumer recycled product. More than 50 percent of our shipments are sent in the original manufacturer packaging instead of being re-packaged in new boxes. Our main packing material is a plastic pillow filled with air that reduces the amount of packing material needed to fill voids and to securely package the product so that
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it arrives safely at your location. Fill-Air packaging is 100 percent recyclable; it maintains its form and can be reused for future shipments.
Independent Subcontractors, Distributors, Installers, etc. If the Bidder is not the sole provider of all goods and services provided under this contract, the following must be answered: 1. Selection Criteria for Independent Providers: Describe the criteria and process by which the business selects, certifies and approves subcontractors, distributors, installers and other independent services. CDW•G is the sole provider of goods for this contract.
2. Current Subcontractors, Distributors, Installers, Etc.: Provide a list of current subcontractors, distributors, installers and other independent service providers who are contracted to perform the type of work outlined in this bid in the member agency states (listed in Part A of this IFB). Include, if applicable, contractor license information and the state(s) wherein they are eligible to provide services on behalf of this business. CDW•G handles product distribution directly most of the time. Occasionally, when stock in our warehouse is not available, we drop ship from one of the large distribution partners in the industry, such as Ingram Micro, Tech Data or Synnex.
Additionally, AEPA members can feel confident in contacting CDW•G for requests for quotes on installations. We work with hundreds of service partners across the nation to support our customers when CDW•G resources are not available. The chart below details a sampling of the partners we work with. Once a project is identified, CDW•G can provide applicable contractor license information. Certain projects may be too complex for the scope of this contract and, in those instances, CDW•G will work with the member to provide quote and appropriate professional service terms under a formal Statement of Work.
Company Address Website Operating Services Location EKC 3860 N Winery http://ekccorp.com/ Operate in Cabling, AV Enterprises, Ave California, installation Inc Fresno, Ca Arizona, 93726 Oregon, Colorado MJP 6085 King Dr. https://mjp.net/ Operate in Desktop/Notebook Technologies, Unit 102 California services, Disaster Inc. Ventura, CA Recovery, Onsite 93003 services, servers and cloud Barrister PO Box 1979 http://www.barrister.com/ Operate Network Rack/Stack Global Hammond, LA nationally Installation, Cabling, Services 70403 A/V Installation Network, Inc Lets Think 26 Chapin Rd, http://www.ltw.com/ Systems integrator, Wireless Suite 1112 specializing in PO Box 628 network, wireless Pine Brook, NJ and security 07058 technologies
AEPA IFB #018-A Page 28 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
CTCI 152 Huron http://www.ctcitechnology.com/ AUDIO VISUAL - IT Ave., INFRASTRUCTURE Clifton, New - SECURITY Jersey 07013 Pierson 6 N Frederick http://pierson.it/ Infrastructure (PCCI) Street, Installations - Mechanicsburg, Classroom PA 17055 Technology - Project Management - Project Staffing NetQ 919 Route 33, http://netqmedia.com/ Structured cabling Multimedia Suite 52 solutions Freehold, New Jersey 07728 ATC Tech 297 Westwood http://www.atctechsolutions.com/ Operate Voice and data Solutions, Dr #107, West nationally solutions LLC Deptford, NJ 08096
Disclosures 1. Letter of Line of Credit or Annual Financial Report (REQUIRED): Attach a letter from the business’s chief financial institution indicating the current line of credit available in its name and evidence of financial stability for the past three calendar years (2014, 2015 and 2016). This letter should state the line of credit as a range (ie. “credit in the low six figures” or “a credit line exceeding five figures”). If company is a publicly traded company a complete Annual Financial Report is required in place of Line of Credit Letter. CDW•G has included our annual financial report in our submitted documents. The report is titled, “Annual Report – CDW-G.”
2. Legal: Does this business have actions currently filed against it? X No Yes.
As of the date of submission, and to CDW•G’s knowledge and believe, CDW is not currently involved in any litigation involving customers, competitors, or employees, which, if adversely adjudicated, would have a material adverse impact on CDW•G’s ability to perform obligations under an awarded contract.
If Yes, AN ATTACHMENT IS REQUIRED: List and explain current actions such as Federal Debarment (on US General Services Administration’s “Excluded Parties List”), appearance on any state or federal delinquent taxpayer list, or claims filed against the retainage and/or payment bond for projects.
References Provide contact information of your company’s ten largest public agency customers: Agency Name Title Phone Number Email 1. Siskiyou Jeff Phelps IT Coordinator 530-926-3006 [email protected] Union High School District 2. Palmdale Wendy Powell Admin Secretary 661-789-6561 [email protected] School District
AEPA IFB #018-A Page 29 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
3. Grossmont Pam Garrett Buyer 619-644-8052 [email protected] Union High School District 4. Williams Hart Jon Carrino IT Director 661-259-0033 x293 [email protected] Union High School District 5. Fresno Kurt Madden CTO 559-457-6228 [email protected] Unified School District 6. San Juan Jon Cornelison Director of IT 916-971-7275 [email protected] USD 7. York County Doug Meade IT Director 757-898-0300 [email protected] School Division 8. Akron Public Debra J. Foulk Executive 330-761-2805 [email protected] Schools Director - Business Affairs 9. Fresno Kurt Madden CTO 559-457-6228 [email protected] Unified School District 10. Tulare City Daryl Shelton IT Director 559-358-6331 [email protected] School District
AEPA IFB #018-A Page 30 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
Service Questionnaire
Respond to Yes/No and choice questions by using an (X). If a text reply is required, respond in the space below. Scan this form and any attachment pages into a single document and convert to a PDF file. The scanned PDF file must be uploaded to Public Purchase with the Bidder’s proposal. As part of evaluating the Bidder’s qualifications, the following is being requested and the Bidder is forewarned failure to respond and/or meet the minimum specifications in these areas, may deem their response as non-responsive.
1. The following chart indicates which AEPA Member States intend to participate in this bid category. Please place an “X” in response to questions in the last three (3) columns. Note: A Bidder must be willing and able to deliver the proposed products and/or services to ninety (90%) of the participating AEPA Member States. AEPA Member Participating Has the bidding company If awarded, which states Indicate which states the States in this bid sold products/services in does the bidding company bidding company has sales category? these states for the past three propose to sell in? reps, distributors or dealers (3) years? in. California Yes Yes Yes Colorado Yes Yes Yes Yes Connecticut Yes Yes Yes Yes Florida Yes Yes Yes Yes Indiana Yes Yes Yes Yes Iowa Yes Yes Yes Yes Kansas Yes Yes Yes Yes Kentucky Yes Yes Yes Yes Massachusetts Yes Yes Yes Yes Michigan Yes Yes Yes Minnesota Yes Yes Yes Yes Missouri Yes Yes Yes Montana Yes Yes Yes Yes Nebraska Yes Yes Yes Yes New Jersey Yes Yes Yes New Mexico Yes Yes Yes Yes North Dakota Yes Yes Yes Yes Ohio Yes Yes Yes Yes Oregon Yes Yes Yes Pennsylvania Yes Yes Yes Yes Texas Yes Yes Yes Yes Virginia Yes Yes Yes Washington Yes Yes Yes Yes West Virginia Yes Yes Yes Yes Wisconsin Yes Yes Yes Wyoming Yes Yes Yes Yes
2. e-Commerce: Does this company have an e-commerce website? X Yes No
If Yes, what is the website? www.cdwg.com In addition to our main website, and as described in the marketing section of this response, we have websites dedicated to each state’s AEPA contract where customers from each state can view contract information specific to their local cooperative. These websites allow us to further market the contract and applicable deals, provide account team information, and also link back to the customer’s own purchasing site.
AEPA IFB #018-A Page 31 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
3. Customer and Support Service:
a. Does this company have online customer support options? X Yes No
b. Does this company have a toll-free customer support phone option? X Yes No
c. Does this company offer local customer and support service options? X Yes No
d. Describe the type, level, availability and location(s) of your customer and support service options, including number of dedicated customer/support staff and hours of operation.
Each Member Agency’s dedicated account manager is always available to help answer any technical questions or concerns. The vast majority of inquiries are handled by the account manager directly with no need of escalation nor waiting for a service coworker to address the need.
In addition, CDW provides post sales customer support Monday – Friday from 7am – 7pm Central. Our support is US based, and our technicians must have a minimum of two years help desk experience and one year customer service experience in lieu of certifications before they are qualified to provide technical support to customers. Most are CompTIA certified and hold — at a minimum — A+ and Network+ certifications. Many technicians are also accredited in various engineering and manufacturing training courses. We offer Mac OS X and IPad support. Certifications held by our technicians include: • Apple ACHDS • Microsoft MCSA 2008 • MS Windows 7 • Microsoft MCSA 2012 • MS Windows 8 • CompTIA A+ • MS Windows 10 • CompTIA Network+ • Cisco CCNA • CompTIA Security+ • Microsoft MCSA 2003 • Microsoft MCDST
CDW Technical Support Services Toll-free availability – 800-383-4239 - 7am – 7pm Central; Monday - Friday
Live chat and E-support Our technicians are trained to quickly address questions, open technical support incidents and provide responses to technical challenges through a variety of communication methods. To supplement our industry leading toll-free technical support, CDW provides access to an online live chat feature that is accessible through the customers @Work site at CDW. This live chat feature is staffed by our trained technicians from 7am to 6pm CST.
Remote Login Our technicians have access to LogMeIn, a remote login utility which allows them to connect to the end users computer for more in-depth troubleshooting and quicker resolution.
Warranty Support If the customer purchased maintenance/onsite support contracts through CDW’s Technology Services, the customer should call the toll-free number indicated on the services contract instead of CDW Technical Support.
AEPA IFB #018-A Page 32 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
Customers who did not purchase maintenance/onsite support contracts through CDW’s Technology Services should call CDW Technical Support for issues with products that are under warranty. The technician will guide the customer in the appropriate direction for resolution of the issue.
If the customer has onsite support through the manufacturer or a service company such as ServiceNet, the technician will have access to that information and will direct the customer to call the appropriate company.
4. Training: If applicable, does this company offer customer training for the products and services sold?
X Yes No
If Yes, describe what types/kinds of training you offer, the venues where training occurs and the location(s) of your trainers, include number of staff dedicated to training and their qualifications and hours of operation.
CDW•G works with OEMs to train customers on specific products as well as service partners who are dedicated solely to training customers about technologies in their respective fields (i.e. education, government). Trainings include end-user training, management training, and knowledge transfer. Trainings can occur onsite or virtually depending on the needs of the customer. Trainer location varies based on the partner providing the services and the location of the customer.
5. Pricing:
a. Is your pricing methodology guaranteed for the term of the contract? X Yes No
b. Will you offer customized price lists to Participating Entities as required per the Pricing terms of Part A? X Yes No
c. Will you offer hot list pricing (optional) as described in the Pricing terms of Part A? Yes X No
d. Will you offer Volume Price Discounts as described in the Pricing terms of Part A? X Yes No
6. Competitiveness: In order for your bid to be considered, your company must offer AEPA prices that are equal to or lower than what your company offers to individual customers and/or cooperatives with equal to or lower volume. Is the pricing that is proposed to AEPA equal to or lower than pricing offered to individual customers and/or cooperatives with equal to or lower volume?
____X*_ Yes ___ No
*Subject to applicable law, CDW•G is offering aggregate pricing which is equal to or better than the pricing which is offered to AEPA member states with comparable scope of products and sales volumes, and similar terms and conditions. For an example of this, we refer you to the contract with ESCNJ (f.k.a. MRESC).
Indicate which of the following apply and the level of competitive range you are offering in response to this IFB. AEPA IFB #018-A Page 33 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
X Pricing offered to AEPA is EQUAL TO pricing offered to individual customer and/or cooperatives. *see above
Pricing is LESS THAN individual customer and/or cooperatives. Lower by %
7. Cooperative Contracts: Does your company currently have contracts with other cooperatives (local, regional, state, national)? X Yes No
If Yes, identify which cooperative and the respective expiration date(s).
CDW•G holds public contracts across the nation. A list of these contracts can be found on our website by searching in the Public Contracts section of www.cdwg.com
If Yes, and your company is awarded an AEPA contract, which contract will you lead with in marketing and sales representative presentations (sales calls)?
First and foremost, CDW•G respects the customer’s request. This means, that if customers request information on a specific program, we give it. Our account teams know their customers’ preferred programs, and we do not “hard sell” our customers any particular programs. In cases where the customer is undecided, we recommend the best solution for their project, similar to the way we offer the best technology solution for the desired outcome. In this process, we take into account a variety of factors including the local benefits of the cooperative, use of grant funds, and additional support from the cooperative, among other factors.
8. Administrative Fee: Which of the following best reflects how your pricing includes the individual AEPA Members’ administrative fee. Mark with an “X”. The pricing for the products and/or services are the same for each AEPA Member Agency, X shipping, handling administrative fee** and other specific state costs are added to arrive at total price offered to the Individual AEPA Member Agency. The pricing for the products and/or services is inclusive of the administrative fee and therefore the pricing is the same for all AEPA Member Agencies. Shipping, handling and other state specific costs are added to the adjusted AEPA Member Agency’s price. The pricing for the products and/or services includes all (shipping, handling, administrative fee, other) costs to arrive at a single price for all AEPA Member Agencies.
** CDW-G offers to provide the admin fees as listed Form F of the RFP documents with one alteration: Chromebook sales are offered at a 1% Admin Fee across the product category. This is necessary due to the relatively low price point for these products and the incredible margin pressure in the category.
9. Shipping & Handling: Orders that are $50.00 or more shall include free shipping and handling. What is the flat rate your company will charge, regardless of where shipped in the continental United States, for orders less than $50.00? $ ***
*** CDW•G proposes zero freight charged on orders over $300 which travel via ground carrier. Below $300 and for expedited freight requirements, we offer our competitive freight rates to apply. CDW•G has very aggressive rates from the major carriers who perform delivery: Federal Express and UPS. Those rates are
AEPA IFB #018-A Page 34 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
calculated using the product weight and distance traveled, frequently called a “Zone”. AEPA members in Ohio who purchase one cable are going to pay less than an AEPA member in Connecticut who orders a small UPS device.
Freight rates will always be quoted and agreed upon prior to CDW•G placing an order; account managers will actively encourage customers to ‘bundle’ orders and avoid freight by ordering more than the minimum on each purchase. It is our experience that such bundling ultimately advantages the member additionally by reducing the number of purchase orders and invoices that the agency will be required to process.
10. Product Returns: Does your company have a return policy? X Yes No
If Yes, describe your return policy and if you charge a restocking fee, what is it? (AEPA allows up to 15% for supplies and up to 25% for equipment).
CDW•G Return Policy Return Privileges CDW•G allows returns based on the policies of the original product manufacturer. Software is not returnable if the packaging has been opened. If software was distributed electronically, it is not returnable if the licenses were downloaded. For additional information, see CDW•G’s full Product Return Policy, submitted with this RFP submission as “Product Return Policy – CDW-G.”
Members should contact their account manager to initiate a return. Alternatively, members may contact CDW Customer Relations at 866.SVC.4CDW or e-mail at Customer Relations to initiate a return or for additional information.
Customers must notify CDW Customer Relations of any damaged Products within fifteen (15) days of receipt. We do not charge a restocking fee within the first 30 days. Under our standard return policy, CDW will charge a fifteen percent (15%) restocking fee after 30 days with some exceptions for returns that are accepted. There are a few exceptions in which the restocking fee would be charged upfront, which would be communicated to purchasers.
11. Payment Terms: Will you offer AEPA Buyer’s a quick pay discount? Yes __X No
If Yes, what is the discount? % Net
12. Leasing: Do you offer leasing arrangements under this bid? X Yes _____ No If Yes, remember to indicate the rate factor and other cost factors on Form G – Discount & Pricing Schedules Workbook.
CDW•G provides competitive, comprehensive Leasing and Financing options with flexibility to match our customers’ needs. CDW•G works with a large stable of captive and non-captive Financing companies to utilize the best solution based on the product mix being presented.
Leasing options that can be provided include but are not limited to:
AEPA IFB #018-A Page 35 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire • Fair Market Value Leasing – Return the equipment at the end of cycle to refresh, or purchase at the existing Fair Market Value determined at end of lease. Extending the lease is also a consideration. • 1BO – Financing option that allows for the end user to keep the equipment at the end of lease. This option is also available for Software or Services only purchases.
We are also able to provide flexible terms such as Monthly, Quarterly, or Annual payments. Payments can be deferred for up to 90 days to allow for equipment to be procured before the budget starts. While CDW•G prefers a quote so we can provide definitive numbers, we suggest using the following Lease Rate Factors (LRF) in estimating what can be provided. To utilize, multiply the LRF by the total purchase to receive the monthly payment amount. If you are looking at annual payment, please advise.
The following is for planning purposes only.
FMV Options – (Monthly Payment, 3 Years Length) Maximum Purchase Amount LRF $4,999.99 0.03247 $14,999.99 0.02809 $24,999.99 0.02739 $49,999.99 0.02705 $99,999.99 0.02681 All amounts over $99,999.99 0.02654
1BO Options – (Monthly Payment, 3 Years Length) Maximum Purchase Amount LRF $4,999.99 0.03247 $14,999.99 0.03209 $24,999.99 0.03148 $49,999.99 0.03117 $99,999.99 0.03097 All amounts over $99,999.99 0.03073
AEPA IFB #018-A Page 36 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
13. If an AEPA contract is approved and awarded by the Member Agencies, as a Vendor Partner, I agree to: Responsibilities of an AEPA Vendor Partner Yes, indicate with No, indicate an “X” with an “X” 1. Designate and assign a dedicated senior-level contract manager X (one authorized to make decisions) to each of the Member Agency accounts. This employee will have a complete copy and must have working knowledge of the contract. 2. Train and educate sales staff on what the AEPA cooperative X contract is including pricing, who can order from the contract (by CDW•G leads with state), terms/conditions of the contract and the respective ordering the AEPA contract procedures for each state. It is expected that Vendor Partners will in states where lead with AEPA contracts. AEPA agreements exist for K-12 entities. 3. Develop a marketing plan to support the AEPA contract in X collaboration with respective AEPA Member Agencies. Plan should include, but not be limited to, a website presence, electronic mailings, sales flyers, brochures, mailings, catalogs, etc. 4. Create an AEPA-specific sell sheet with a space to add a Member X Agency logo and contact information for use by the Member Agencies and the Vendor Partner’s local sales representatives to market within each state. 5. On a quarterly basis, complete the sales and administrative fee X report (see attached PDF example) and submit to each Member Agency along with the respective administrative fees to be paid. If there are no sales, a $0 report is required. 6. On a quarterly basis, complete the online Vendor Partner sales X report for each Member Agency. 7. Have ongoing communication with the Bid Oversight X Chairperson, AEPA Member Agencies and the Member Agencies Participating Entities. 8. Attend two (2) AEPA meetings each year (see page 9 in Part A) X 9. Participate in national and local conference trade shows to X promote the AEPA contracts including, but not limited to the CDW•G Association of School Business Officials (ASBO), the National participates in Institute of Governmental Purchasing (NIGP), and the National numerous trade Association of Educational Procurement (NAEP). shows throughout the year. We do not attend tradeshows in partnership with any one contract specifically, but we can promote AEPA to interested customers at these events.
AEPA IFB #018-A Page 37 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire
10. Increase sales over the term of the contract with all participating X AEPA Member Agencies. CDW•G strives to increase sales over the term of the contract with all participating AEPA Member Agencies. It has been our great pleasure to have grown this contract’s reach for many years. However, due to the complexity of this contract and all factors involved in growing sales, CDW•G acknowledges that factors beyond our control might prevent an increase in sales in any given period.
Signature ____ Christina V. Rother, President ______*Must be same authorized signature that appears on Form A – Bid Affidavit and Form B – Acceptance of Bid & Contract Award.
AEPA IFB #018-A Page 38 of 38 Due Date: OCTOBER 9, 2017, 1:30 pm EST Form C – Company Info. & Service Questionnaire CDW PRODUCT RETURN POLICY
Seller offers a 30-day return policy on most products sold. Manufacturer restrictions apply to certain merchandise, as detailed below and as updated from time to time. Customer may obtain additional details and any applicable updates from the dedicated Seller account manager and may obtain manufacturer contact information by contacting CDW Customer Relations, which may be reached by calling 866.SVC.4CDW or by emailing [email protected].
1. Return Restrictions.
• Defective Product Returns. Customer may return most defective Products directly to Seller within fifteen (15) days of invoice date and receive, at Seller’s option, credit, replacement, exchange, or repair. After fifteen (15) days, only the manufacturer warranty applies.
• Non-Defective Product Returns. Customer may return most non-defective Products directly to Seller within thirty (30) days of invoice date and receive, at Customer’s option, credit or exchange, except that an automatic Seller restocking charge will reduce the value of any such credit or exchange by a minimum of fifteen percent (15%).
• Restricted, Repair-Only Returns. Certain Products can only be returned for repair—not for exchange, replacement or credit—based on current manufacturer requirements. Such Products should be returned to Seller, shipped directly to the manufacturer, or taken to an authorized service center in Customer’s vicinity. More information may be provided by the dedicated Seller account manager or by CDW Customer Relations.
• Restricted, Manufacturer-Only Assistance. Certain Products cannot be returned to Seller for any reason—without exception—and Customer must contact the manufacturer directly for any needed assistance. More information may be provided by the dedicated Seller account manager or by CDW Customer Relations.
• Special Orders. Products that are specially ordered may be non-returnable or may have unique return restrictions provided at the time of sale. More information may be provided by the dedicated Seller account manager or by CDW Customer Relations.
Last Revised: 03/26/2010 • Return of Software or DVDs. Seller offers refunds only for unopened, undamaged software and DVD movies that are returned within 30 days of invoice date. Seller offers only replacement for software products and DVD movies that either: (i) are defective but are returned within thirty (30) days of invoice date; or (ii) are unopened and undamaged, but are returned more than 30 days after invoice date; such replaceable merchandise may be exchanged only for the same software or DVD movie title. Multiple software licenses may be returned for refund or exchange only (i) if specifically authorized in advance by the manufacturer; and (ii) if returned within thirty (30) days of invoice date.
2. Customer Shipment of Returned Merchandise.
• Return Merchandise Authorization (RMA) Number. No returns of any type will be accepted by Seller unless accompanied by a unique RMA number, which Customer may obtain by providing the following information to CDW Customer Relations: customer name, applicable invoice number, product serial number, and details of Customer’s issue with the product. Customer has five (5) days to return a Product after the applicable RMA is issued. CDW reserves the right to refuse any UNAUTHORIZED returns: those that occur after the five (5) day period or those involving Products that are unaccompanied by valid RMA’s.
• Returned Products Must Be Complete. All Products MUST BE returned one hundred percent (100%) complete, including all original boxes, packing materials, manuals, blank warranty cards, and other accessories provided by the manufacturer. CDW reserves the right to refuse the return of incomplete Products. In addition, CDW will charge a minimum fifteen percent (15%) restocking fee for returns that are accepted.
• Responsibility for Shipping Costs. Customer is responsible for the cost of shipping returned items; Seller is responsible for the cost of shipping replacements or exchanges of returned items and will match Customer’s shipping method.
• Customer Shipping Insurance. Customer is strongly advised to purchase full insurance to cover loss and damage in transit for shipments of returned items and to use a carrier and shipping method that provide proof of delivery. Seller is not responsible for loss during such shipment.
Last Revised: 03/26/2010
3. Merchandise Damaged in Transit.
• Refusal/Receipt of Damaged Products. If a package containing items purchased from Seller arrives at Customer’s address DAMAGED, Customer should REFUSE to accept delivery from the carrier. If Customer does accept delivery of such a package, Customer must: (i) note the damage on the carrier's delivery record so that Seller may file a claim; (ii) save, as is, the merchandise AND the original box and packaging it arrived in; and (iii) promptly notify Seller either by calling CDW Customer Relations or by contacting the Seller account manager to arrange for carrier’s inspection and pickup of the damaged merchandise. If Customer does not so note the damage and save the received merchandise and does not so notify Seller within fifteen (15) days of delivery acceptance, Customer will be deemed to have accepted the merchandise as if it had arrived undamaged, and Seller’s regular return policy, as described in sections 1 and 2 above, and all current manufacturer warranties and restrictions will apply.
4. Credits
Any credit issued by Seller to Customer under this return policy must be used within two (2) years from the date that the credit was issued and may only be used for future purchases of Product and/or Services. Any credit or portion thereof not used within the two (2) year period will automatically expire.
Last Revised: 03/26/2010
Association of Educational Purchasing Agencies IFB #018-A Technology Catalog
Manufacturer’s Representative Dealers, distributors and installers of specialized facility technology, electrical, mechanical systems and equipment, who, if permitted by the Scope of Work, submit an offer as a manufacturer’s representative, must be able to provide documented evidence from and/or between it and the manufacturer certifying that the Bidder is a bona fide manufacturer’s agent for the specific products/services proposed, the Bidder is authorized to submit an offer on such products/services, and a guarantee that, should the Bidder fail to satisfactorily fulfill any obligations established as a result of the award of contract, the manufacturer will either assume and discharge such obligations covered by warrantees or provide for their competent assumption by one or more bona fide representatives for the term of the contract/warrantee period. Bidders of software, mechanical devices, electrical products/systems and other commodities that make up systems/networks must be able to provide the same information from a manufacturer. Please see the following pages for a sample of the manufacturers on behalf of which CDW•G is authorized to submit an offer. Specific letters of authorization can be obtained upon request.
CDW Government LLC Page 1 of 1 October 9, 2017 MORE PARTNERS. MORE CHOICES.
Altova Avery Dennison Brocade Cisco Systems A Aluratek Avnet Services Brooktrout Citrix Absolute Software Amazon Avocent Brother ClearCube Acano Ambir Technology Axiohm Bucher + Suter Technology AccessData AMD Axiom Buffalo Technology ClearLogin AccuScreen American Axis BUSlink ClearOne ACD Systems Microsystems Communications Clearswift Acer Amphenol C Clickfree Acronis AMX B C2G CloudLock Actifio Antec Balt, Inc. CA Technologies CloudPhysics Actiontec AOC Philips Barco CafeX CMS Distribution activePDF APC Barracuda Networks Calabrio C-nario Adaptec Apple Barrister Global Caldera Coby Electronics Addonics (government only) Services Network Califone Code Scanners Adesso AppSense Battery Biz Canary Code42 Adobe Apricorn Battery Technology Communications CognitiveTPG Adtech Systems Apriva Bay Dynamics Canon Comcast ADTRAN APW Products belkin Canvas CommScope Advanced Media ARCHOS Best Data Products Capella Technologies Commvault Services Arcserve BestFit Capsa Solutions ComponentOne Advantage Optics Arista Networks BigHand Carbon Black Compsee AEC Software Array Networks Bit9 + Carbon Black Carbonite CompuCover Aerohive Networks Artromick Bitium Case Logic Comtrol AeroScout Aruba Networks BlackBerry Casio Condusiv/Diskeeper AirWatch by VMware ASUS Black Box Celestix Contour Design AITech AT&T Blue Coat Centrify Corel/Roxio Aladdin Knowledge Atek Electronics BlueJeans CenturyLink Cortelco Systems ATEN Technologies BMC Software Chatsworth Products Cosentry Alcatel Atlas Sound Bogen Check Point Coyote Point Internetworking ATTO Technology Box.com Software CP Technologies Alera Technologies Audiocodes BoxTone Chelsio Cradlepoint Alert Logic Audio Enhancement Brady Industries Cherry Creative Labs ALK Associates Australian Monitor Brazos Technology Chief Crestron Allied Telesis Autodesk Breezie Christie Projectors Criticom Alsoft Avaya Brenthaven Ciena Crown Audio Altec Lansing AVer Information Bretford Cisco Meraki Crucial Technology At CDW, We Partner With The Best.
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Adam Friedrich, Proposal Specialist
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Association of Educational Purchasing Agencies Tabulation Report IFB #018-A - Technology Catalog Vendor: CDW Government LLC
General Comments:
General Attachments: AEPA 2017 Catalog - CDW-G.pdf Affirmative Action Questionnaire- CDW-G.pdf Annual Report - CDW-G.pdf Bid Proposal Checklist - CDW-G.pdf Campaign Contribution Disclosure Form- CDW-G.pdf Chapter 271 Political Disclosure Form- CDW-G.pdf Descriptive Literature and Brand Names - CDW-G.pdf Disclosure of Investment Activities in Iran- CDW-G.pdf Equal Opportunity for Individuals with Disability- CDW-G.pdf Executive Summary - CDW-G.pdf Exhibit A-Mandatory Equal Employment Opportunity Language- CDW-G.pdf Form A-Bid Affidavit-CDW-G.pdf Form B-Acceptance of Bid Contract Award-CDW-G.pdf Form C - Company Info and Service Questionnaire - CDW-G.pdf Form C Q10 - Product Return Policy - CDW-G.pdf Form D- Exceptions and Deviations- CDW-G.pdf Form E- Discount Pricing Schedule- CDW-G.pdf Form F - Discount - Pricing Schedules Workbook - CDW-G.xlsx Manufacturer's Representative - CDW-G.pdf New Jersey Business Registration Certificate - CDW-G.pdf Prevailing Wages Certification- CDW-G.pdf Statement of Ownership Disclosure- CDW-G.pdf Statement of Ownership- (Ownership Disclosure Certification)- CDW-G.PDF Total Amount of Uncompleted Contracts- CDW-G.PDF Uniform EDGAR Compliance Certification- CDW-G.pdf
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