HomeMy WebLinkAboutMicrosoft; 2010-11-01;State and Local Government
Description
Microsoft Premier Support Services
(Microsoft Affiliate to complete)
Services Description Number.
(For Microsoft Internal Purposes Only)
MSL Number
This services description ("Services Description") is made pursuant to the Microsoft Master Services Agreement, (the
"Agreement") effective as of 1/27/09. which is incorporated herein by this reference. In this Services Description "You",
"Your" or "Customer" means the undersigned customer and "We," "Us," or "Our" means the undersigned Microsoft
affiliate. Any terms not otherwise defined herein will assume the meanings set forth in the Agreement. This Services
Description is comprised of this cover page and the Services Description terms below, which are incorporated herein by
this reference.
Name of Customer
City of Carlsbad
Contact Name (This person receives invoices under this Services
Description unless otherwise specified on Your purchase order.)
Bill Baer
Name of Customer or Affiliate that executed the Agreement if different than the undersigned
Gordon Peterson
Street Address
1635 Faraday Avenue
Contact E-mail Address
Bill. Baer @ carlsbadca.gov
City
Carlsbad
State/Province
CA
Phone
760-602-2450
Country
USA
Postal Code
92008
Fax
760-602-8555
Premier Support is a prepaid service and all fees and any applicable taxes are due upon acceptance of this Services
Description. We must be in receipt of a purchase order, check, or other acceptable form of payment before We will
begin providing Services. We will invoice You for additional Services performed and expenses incurred. Our
invoices are payable in full within 30 days of receipt by You and will be directed to Your representative for payment at
the address shown above unless otherwise provided in a purchase order. Notwithstanding the foregoing, multi-year
Service Descriptions will be invoiced upon Our acceptance of this Services Description for year one and the
remaining installments will be invoiced at the subsequent anniversaries of the Commencement Date as defined on
the Fee and Named Contacts Schedule(s). We reserve the right to adjust Our fees prior to entering into any new
Fee and Named Contacts Schedulers!
This Services Description will commence on 11/1/2010 and will expire on 10/31/2011 (the "Expiration Date"
otherwise extended by a subsequent FNC(s).
unless
By signing below the parties acknowledge and agree to be bound to the terms of the Agreement and this Services
Description.
Name of Customer (please print)
CiJv of Carlsba
Name
Microsoft Corporation
Signature
T-
Name #f person signing (please print)
Cyntbig He9<?
Name of person signing (please print)
Ktoreton Kcootor
Title of person signing (please print)
Deputy City Manager
Title of person signing (please print)
Sen/icei, Inside, Caloo Rcu.
APPHOVtD AS TC rORM
Premiere.4ServicesDescription((MorthAmerica)(US)(English)(April 2010)Page 1 of 9
Date Date
— CO
1. OVERVIEW. This Services Description describes the various types of services that may be obtained (the "Services").
In addition, it sets forth the parties' respective responsibilities, prerequisites and assumptions that underlie the provision
of the Services, applicable fees, and additional terms and conditions. The Services focus on the following key areas:
Support Account Management from an assigned Microsoft resource ("Services Resource") helps to build and maintain
relationships with Your management and service delivery staff and helps You arrange each element of the Premier
Support to meet Your business requirements.
Workshops help You to prevent problems, increase system availability and assist with creating products and solutions
based on Microsoft technologies.
Problem Resolution Support provides assistance for problems with specific symptoms encountered while using
Microsoft products, where there is a reasonable expectation that the problem is caused by Microsoft products.
Support Assistance provides short-term advice and guidance for problems not covered with Problem Resolution
Service as well as requests for consultative assistance for design, development and deployment issues.
Information Services provide Your staff with the latest knowledge on Microsoft technologies to enhance Your in-house
support capabilities.
2. AVAILABLE SERVICES. You may utilize any combination of the following Services. Unless We specify otherwise,
the Services are charged on an hourly basis and will be deducted from the total number of hours You have purchased as
set forth in the attached Fee and Named Contacts Schedule(s). The complete list of Services below may not be
available in all countries. For a detailed list of Services available outside the US, please contact Your Services
Resource.
2.1 Support Account Management. Support Account Management services are intended to help coordinate the
support and services relationship. The Services Resource is Your advocate within Microsoft and facilitates a team that
can provide Workshops, Problem Resolution Support, and Support Assistance. The Services Resource also serves as
the point of information delivery and provides Your feedback regarding the Services to other Microsoft groups. The
Services Resource will engage with You in the following activities which will be deducted from the pre-paid
hours listed in the "Premier Support Fees" section below:
a. Planning and Resource Facilitation. At the commencement of this Service Description, an orientation and
planning session can be conducted with Your management and staff via teleconference or onsite if an onsite
visit has been purchased. The purpose of this meeting is to discuss the Services available, gather input
regarding Your support needs, and jointly plan Your use of the Services.
b. Status Meetings and Reporting. A status report can be prepared on a regular basis, to summarize the Services
delivered during the previous reporting period. Status meetings will be conducted to discuss Service activities,
monitor Your satisfaction levels, and discuss actions or adjustments that may be required. Customized
reporting can be provided at Your request and any additional related labor will be deducted from Your Support
Assistance hours.
c. Escalation Management. Support issues that require escalation to other resources within Microsoft can be
closely managed by the Services Resource to expedite resolution.
2.2 Workshops and Events. The goal of Workshops and Events is to provide You proactive technical information to
assist in the design, development or deployment of Microsoft technologies. All registration requirements for
Workshops and Events must be completed by You 60 days prior to the expiration date of the applicable
Fee and Named Contacts Schedule(s). Additional benefits may include instruction to help reduce the number and
minimize the impact of problems related to Microsoft Products that You experience. Workshops and Events can include
the following:
a. Workshops. We can conduct instructor-led training sessions that emphasize Microsoft technologies at Your
facility or on location at Microsoft. If You elect to have a Workshop conducted at Your facility, We will provide
You with specifications for configuring Your environment prior to the delivery of the Workshops. Workshops are
individually scoped and priced depending upon the length, delivery location and material presented. Your
Services Resource can provide You with a current list of available Workshops.
Premier6.4ServicesDescription(NorthAmerica)(US)(English)(April 2010) Page 2 of 9
2.3 Problem Resolution Support. Problem Resolution Support provides assistance for problems with specific
symptoms encountered while using Microsoft products, where there is a reasonable expectation that the problems are
caused by Microsoft products. Problem Resolution Support is available 24 hours a day, 7 days a week. Requests for
support may be submitted via telephone or electronically through the Premier online website by Your designated
contacts, except for Severity 1 and A which must be submitted via telephone as set forth below in Section 2.3(a).
Problem Resolution Support can include any combination of the following:
a. Problem Request (Break-Fix). An assisted break-fix support request, also known as an incident, is defined as a
single support issue and the reasonable effort needed to resolve it. A single support issue is a problem that
cannot be broken down into subordinate issues. If a problem consists of subordinate issues, each shall be
considered a separate incident. Incidents requiring an onsite visit will be charged on an hourly basis and will
include charges for reasonable travel and living expenses. In certain situations, We may provide You with a
modification to the commercially available Microsoft product software code to address specific critical problems
("Hotfix(es)") in response to an assisted break-fix support request. Hotfixes are designed to address Your
specific problems and are not regression tested. Except as otherwise provided herein or in an Exhibit, Hotfixes
may not be distributed to unaffiliated third parties without Our express written consent.
Problem resolution support is charged on an hourly basis and includes the commercially reasonable amount of
hours of Services necessary to troubleshoot and help resolve the support issue. Hours-based incidents are
deducted from the pre-paid hours set forth in the attached Fee and Named Contacts Schedule(s) or charged to
You in arrears if all pre-paid hours have been exhausted.
You are responsible for setting the initial severity level in consultation with Us and You can request a change in
severity level at any time. The incident severity will determine the response levels within Microsoft and estimated
response times and Your responsibilities are defined in the following table:
Severity
1
Submission
via phone
only
A
Submission
via phone
only
B
Submission
via phone
or web
C
Submission
via phone
or web
Situation
• Catastrophic business
impact:
• Complete loss of a core
(mission critical) business
process and work cannot
reasonably continue
• Needs immediate attention
• Critical business impact:
• Significant loss or
degradation of services
• Needs attention within 1hour
• Moderate business impact:
• Moderate loss or
degradation of services but
work can reasonably
continue in an impaired
manner.
• Needs attention within 2
Business Hours'
• Minimum business impact:
• Substantially functioning with
minor or no impediments of
services.
• Needs attention within 4
Business Hours1
Our Expected Response
• 1 st call response in 1 hour or
less
• Our Resources at Your site
as soon as possible.
• Continuous effort on a 24x7
basis
• Rapid Escalation within
Microsoft to Product teams
• Notification of Dur Senior
Executives
• 1st call response in 1 hour or
less
• Our Resources at Your site
as required.
• Continuous effort on a 24x7
basis
• Notification of Our Senior
Managers
• 1st call response in 2 hours or
less
• Effort during Business Hours'
only
• 1st call response in 4 hours or
less
• Effort during Business Hours1
only
Your Expected Response
• Notification of Your Senior
executives
• Allocation of appropriate
resources to sustain
continuous effort on a 24x7
basis2
• Rapid access and response
from change control authority
• Allocation of appropriate
resources to sustain
continuous effort on a 24x7
basis2
• Rapid access and response
from change control authority
• Management notification
• Allocation of appropriate
resources to sustain Business
Hours' continuous effort
• Access and response from
change control authority within
4 Business Hours1
• Accurate contact information
on case owner
• Responsive within 24 hours.
' Business Hours are defined as 6AM to 6PM Pacific Time, Monday through Friday excluding holidays.
2 We may need to downgrade the severity level if You are not able to provide adequate resources or responses to enable Us
to continue with problem resolution efforts.
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You may be required to perform problem determination and resolution activities as requested by Us. Problem
determination and resolution activities may include performing network traces, capturing error messages, collecting
configuration information, changing product configurations, installing new versions of software or new components,
or modifying processes.
You are responsible for implementing the procedures necessary to safeguard the integrity and security of Your
software and data from unauthorized access and to reconstruct lost or altered files resulting from catastrophic
failures.
b. Rapid Onsite Support Services. You can request on-site support as an additional billable service. Our ability to
provide onsite support is subject to Our resource availability, and the tasks performed will vary depending on the
situation, environment, and business impact of the issue.
b. Software Assurance Benefits. You may elect to convert Your Software Assurance 24x7 Problem Resolution
Support Incidents (SA PRS Incidents) to Premier Problem Resolution Support (PPRS) hours or incidents for use
consistent with Your Premier service plan at the time of transfer. This conversion is based on a local rate
calculation that will be provided by your Services Resource. You may be required to purchase additional
Support Account Management hours before converting SA PRS incidents/hours. All SA PRS Incidents You
transfer are subject to this Services Description.
2.4 Support Assistance. Support Assistance provides short-term advice and guidance for problems not covered with
Problem Resolution Support as well as requests for consultative assistance for design, development and
deployment issues. Your Services Resource will work with You to determine Your specific Support Assistance
needs.
The following are types of Support Assistance that can be utilized under this Services Description:
a. Infrastructure Support Assistance. Infrastructure Support Assistance includes informal advice, guidance and
knowledge transfer intended to help You implement Microsoft technologies in ways that avoid common support
issues and decrease the likelihood of system outages.
These services also help You to resolve problems that are not attributed to Microsoft Products including:
• Errors caused by Your networking infrastructure, hardware, non-Microsoft software, operational
procedures, architecture, IT service management process, system configuration or human error.
• Multi-vendor coordination interoperability problems. Upon Your request, We will collaborate with third-
party software suppliers to help resolve complex multi-vendor product interoperability issues.
b. Reviews. A review is an assessment of a specific system, application or architecture to address design,
development, deployment, and supportability issues for current or planned implementations of Microsoft
technologies. Each review is individually scoped and estimated prior to scheduling resources, and a written
report is produced to document findings and recommendations. All requests for reviews and the applicable
data must be submitted to Us no later than 60 days prior to expiration date of the applicable Fee and
Named Contacts Schedule(s).
c. Development Support Assistance. Development Support Assistance helps You in Your creation and
development of internal applications on the Microsoft platform that integrate Microsoft technologies.
Development Support Assistance specializes in Microsoft development tools and technologies.
d. Lab Access. Microsoft can provide You with access to a lab facility to assist You with product development,
benchmarking and testing, prototyping and migration activities on Microsoft products. These facilities must be
scheduled in advance and are subject to availability.
2.5 Information Services. Information Services provide You with technical information about Microsoft products and
support tools that help You to implement and operate, Microsoft products in a more efficient and effective manner.
Information Services can include any combination of the following:
a. Premier online website. The Premier online website provides access to the following information resources at
no additional charge:
• Regularly updated product news flashes documenting key support and operational information about
Microsoft products.
• Critical problem alerts notifying You of potentially high-impact problems.
• Web response tool for submitting and checking the status of support incidents.
• Microsoft KnowledgeBase of technical articles and troubleshooting tools and guides.
Premier6.4ServicesDescription(NorthAmerica)(US)(English)(April 2010) Page 4 of 9
b. Support Webcasts. Support webcasts are regularly scheduled webcast discussions led by Our program
managers, developers and professionals covering key areas of Microsoft technology. These are provided at no
additional charge and require high speed internet access to participate.
2.6 Additional Services. You may request changes or additions to this Services Description at any time. Additional
Services that are available for purchase, and the specific terms and conditions applicable to those Services, may be set
forth in this Services Description, an attached Exhibit and/or Fee and Named Contacts Schedule(s). Additional Services
will be invoiced at the prevailing price at the time the Services are rendered or upon acceptance of an Exhibit and/or Fee
and Named Contacts Schedule(s) referencing this Services Description. If you purchase additional Problem Resolution
Support hours or convert Software Assurance hours to Problem Resolution Support hours, you may also be required to
purchase additional Services Management hours. Prior to delivering additional Services, We must be in receipt of a
purchase order, check or other acceptable form of payment.
3. PREREQUISITES AND ASSUMPTIONS. Our delivery of Services under this Services Description is based upon
the following Prerequisites and Assumptions:
a. All Services will be provided remotely to Your locations in the United States unless otherwise set forth in an
Exhibit to this Services Description (see section 3(k) below). Where additional onsite visits are mutually
agreed, and not pre-paid and defined on your Fee and Named Contacts Schedule, You will be billed for
reasonable travel and living expenses in arrears.
b. All Services will be provided in the English language unless otherwise agreed to by You and Us in writing or
in an Exhibit to this Services Description.
c. We will provide support for all United States versions of commercially released generally available Microsoft
products unless otherwise set forth in an Exhibit to this Services Description or specifically excluded on the
Premier online website. Support for those Microsoft products that have entered the Extended Support
Phase , as defined on the Premier online website, will be charged on an hourly basis only. Non-security
related Hotfix support is not available for Microsoft products that have entered the Extended Phase of
support unless You have purchased such support in an Exhibit to this Services Description.
d. Support for pre-release products is not provided except as otherwise provided in an attached Exhibit.
e. ALL SERVICES, INCLUDING ANY ADDITIONAL SERVICES PURCHASED DURING THE TERM OF
FEE AND NAMED CONTACTS SCHEDULE(S) SHALL BE FORFEITED IF NOT UTILIZED DURING THE
TERM OF THE APPLICABLE FEE AND NAMED CONTACTS SCHEDULE(S).
f. Support Assistance is dependent upon the availability of resources.
g. We can access Your system via remote dial-in to analyze problems at Your request. Our personnel will
access only those systems authorized by You. We may provide You with software to assist with problem
diagnosis and/or resolution. Such software is Microsoft's property and must be returned to Us promptly
upon request. In order to utilize remote dial-in assistance, You must provide Us with the appropriate
access and necessary equipment.
h. You must have access to the Internet in order to take advantage of Internet-based services,
i. Additional Prerequisites and Assumption may be set forth in relevant Exhibits.
j. When purchasing Problem Resolution Support, we will require a corresponding quantity of Support Account
Management to facilitate delivery of your Problem Resolution Support. If you purchase additional Problem
Resolution Support, Support Assistance, or if you convert Software Assurance hours to Problem Resolution
Support hours or incidents, you may be required to purchase additional Support Account Management.
k. Resource Site Visits (number of trips to Your location) are mutually agreed upon at acceptance of this
Services Description and the total fixed price amount for these visits are included in Your Fee and Named
Contacts Schedule.
4. YOUR RESPONSIBILITIES. This section sets forth Your performance obligations under this Services Description.
Our performance is predicated upon You fulfilling the following responsibilities in addition to those set forth in Section 2.3
and any applicable Exhibits. Failure to comply with the following responsibilities may result in delays of Service.
Premier6.4ServicesDescription(NorthAmerica)(US)(English)(April 2010) Page 5 of 9
a. You can designate named contacts as set forth in the attached Fee and Named Contacts Schedule(s), one of
which will be the Customer Support Manager ("CSM") for support related activities. The CSM is responsible for
leading Your team and will manage all of Your support activities, and internal processes for submitting support
requests to Us. Each contact will be supplied with an individual account number for access to the Premier
online website, support issue submission and access to Your Services Resource. In addition to the named
contacts, You may also identify two types of group contacts as follows:
• One type will receive a shared account ID that provides access to the Premier online website for
information content and the ability to submit support requests through the Premier online website or by
telephone.
• One type will receive a shared account ID that provides access to the Premier online website for
information content only.
b. You agree to work with Us to plan for the utilization of Services based upon the service level You purchased.
c. You agree to provide an internal escalation process to facilitate communication between Your management and
Us as appropriate.
d. You agree to respond to customer satisfaction surveys We may provide to You from time-to-time regarding the
Services.
e. You agree to provide reasonable office space, telephone and high speed internet access, and access to Your
internal systems and diagnostic tools to Our Services Resources that are required to be on-site.
f. You are responsible for any travel and expenses incurred by Your employees or contractors.
5. ADDITIONAL TERMS AND CONDITIONS. Except as otherwise set forth in an Exhibit (or attachment to an Exhibit)
to this Services Description, this section governs the ownership and use rights of any computer code or other materials
that may be provided under this Services Description.
a. Pre-existing Work. All rights in any computer code or materials developed or otherwise obtained by or for Us
or Our affiliates, or You or Your affiliates independently of this Services Description ("Pre-existing Work") shall
remain the sole property of the Party providing the Pre-existing Work. During the performance of the Services
for this Services Description, each Party grants to the other Party (and Our contractors as necessary) a
temporary, non-exclusive license to use, reproduce and modify any of its Pre-existing Work provided to the
other Party solely for the performance of such Services. We grant You a non-exclusive, perpetual, fully paid-up
license to use, reproduce and modify (if applicable) Our Pre-existing Work in the form delivered to You for Your
internal business operations without any obligation of accounting or payment of royalties. Your licenses to Our
Pre-existing Work are conditioned upon Your compliance with the terms of the Agreement and this Services
Description and the perpetual license applies solely to Our Pre-existing Work that is left to You at the conclusion
of Our performance of the Services.
b. Materials. All rights in any materials developed by Us (other than software code) and provided to You in
connection with the Services ("Materials") shall be owned by Us except to the extent such Materials constitute
Your Pre-existing Work. Upon payment in full, We grant You a non-exclusive, perpetual, fully paid-up license to
use, reproduce and modify the Materials solely for Your internal business operations and without any obligation
of accounting or payment of royalties. You may sublicense the rights granted herein to Your Affiliates. All rights
not expressly granted, are reserved.
c. Sample Code. We grant You a nonexclusive, perpetual, royalty-free right to use and modify any software code
provided by Us for the purposes of illustration ("Sample Code") and to reproduce and distribute the object code
form of the Sample Code, provided that You agree: (i) to not use Our name, logo, or trademarks to market Your
software product in which the Sample Code is embedded; (ii) to include a valid copyright notice on Your
software product in which the Sample Code is embedded; and (iii) to indemnify, hold harmless, and defend Us
and Our suppliers from and against any claims or lawsuits, including attorneys' fees, that arise or result from the
use or distribution of the Sample Code.
d. Open Source License Restrictions. Because certain third party license terms require that computer code be
generally (i) disclosed in source code form to third parties; (ii) licensed to third parties for the purpose of making
derivative works; or (iii) redistributable to third parties at no charge (collectively, "open source license terms"),
the license rights that each Party has granted to any computer code (or any intellectual property associated
therewith) do not include any license, right, power or authority to incorporate, modify, combine and/or distribute
that computer code with any other computer code in a manner which would subject the other's computer code
to open source license terms.
Premier6.4ServicesDescription(NorthAmerica)(US)(English)(April 2010) Page 6 of 9
Furthermore, each Party warrants that it will not provide or give to the other Party computer code that is
governed by open source license terms.
e. Reservation of Rights. All rights not expressly granted in this Section 5 are reserved..
6. Attachments: The following Schedule(s) and Exhibits are attached at the execution of this Services Description:
CH Microsoft Premier Support Services Description Schedule: Fee and Named Contacts Schedule
Premier6.4ServicesDescription(NorthAmerica)(US)(English)(April 2010)Page 7 of 9
Microsoft Premier Support Services Description Schedule:
Fee and Named Contacts:
(Microsoft Affiliate to complete)
Premier Support Services Description Number
Customer Name: City of Carlsbad
This Schedule is made pursuant to the Microsoft Premier Support Services Description identified above (the "Services
Description"). The terms of the Services Description and applicable Exhibits are incorporated herein by this reference
and by accepting Our performance of Services under this Schedule You agree to be bound by these terms. Any terms
not otherwise defined herein will assume the meanings set forth in the Agreement and the Services Description.
This Schedule will commence On 11/1/2010 (the "Commencement Date") and Will expire on 10/31/11 (the "Expiration
Date").
1. PREMIER SUPPORT SERVICES AND FEES. The quantities listed in the table below represent the amount of
Services that You have pre-purchased for use during the term of this Schedule and applicable fees.
a. Fee Summary
USD
Total
Price
$37,000
$37,000
b. Software Assurance Benefits
You may elect to convert Your Software Assurance 24x7 Problem Resolution Support Incidents (SA PRS
Incidents) to Premier Problem Resolution Support (PPRS) hours or incidents for use consistent with Your
Premier service plan at the time of transfer. This conversion is based on a local rate calculation that will be
provided by your Services Resource. You may be required to purchase additional Support Account
Management hours before converting SA PRS incidents/hours. All SA PRS Incidents You transfer are subject to
this Services Description
When purchasing Problem Resolution Support, we will require a corresponding quantity of Support Account
Management to facilitate delivery of your Problem Resolution Support. If you purchase additional Problem
Resolution Support, Support Assistance, or if you convert Software Assurance hours to Problem Resolution
Support hours or incidents, you may be required to purchase additional Support Account Management
c. Services by Support Location
Country: United States
PREMIER FOUNDATION 0 PACKAGE
Support Account Management Included
Hours for Workshops and Events*, Support Assistance**, Problem Resolution
o Up to 10 hours for Support Assistance
o Up to 30 hours for Problem Resolution
One Open Enrollment Workshop Included
One Health Check Included
Unlimited User Access to Premier Online Website Included
Premier6.4ServicesDescription(NorthAmerica)(US)(English)(April 2010)Page 8 of 9
* All registration requirements for Workshops and Events must be completed by You no later than 60 days prior to the
expiration date of this Fee and Named Contacts Schedule(s).
"Daily rates will apply to onsite Chalk Talks, Health Checks, and any custom onsite Support Assistance engagements.
These daily rates include all travel and living expenses. Support Assistance hours will be deducted to cover the
applicable daily rate. Your Services Resource can provide you with the daily rates applicable to the Services requested.
Daily rates do not apply to custom onsite Support Assistance engagements that are less than 4 hours in length with
roundtrip travel time of 1 hour or less.
2. MICROSOFT CONTACT
Microsoft Contact: Contact for questions and notices about this Schedule and the Services Description:
Microsoft Contact Name: Margaret Gardiner
Address:
Microsoft Corporation
(Attn: Margaret Gardiner)
Phone: (503) 477-5650
Email: margardi@microsoft.com
Facsimile: (425)708-0417
3. CUSTOMER NAMED CONTACTS
a. Premier Customer Named Contacts
CSM Name: Bill Baer
Address:
1 635 Faraday Av
Carlsbad. CA 92008
Phone: ( 760 ) 602-2451
Email: bill.baer@carlsbadca.gov
Facsimile: ( 760 ) 602-8555
Named Contact Name: Bob Fries
Address:
1635 Faraday Av
Carlsbad. CA 92008
Phone: ( 760 ) 602-2789
Email: bob.fries@carlsbadca.gov
Facsimile: ( 760 ) 602-8555
Named Contact Name:
Address:
Phone: ( )
Email:
Facsimile: ( )
Named Contact Name:
Address:
Phone: ( )
Email:
Facsimile: ( )
Premiere.4ServicesDescription(NorthAmerica)(US)(English)(April 2010)Page 9 of 9