iT1 Office 365 EA ProposalTechnology for Tomorrow
Office 365 EA Request for Proposals
City of Kalispell
Response Submitted by:
iTl Source, LLC
1860 W. University Dr., Suite 100
Tempe, AZ 85281
Strategic Account Executive, Brian "BK" Kostrzewa
480-867-7910
Brian.Kostrzewa(c-,it l .com
Fax: 480-777-5994
Office 365 EA Request for Proposals
Contents
Technology for Tomorrow.............................................................................................................. 1
Proposal........................................................................................................................................... 4
3.3.1 General Information........................................................................................................... 5
Descriptionof Company.......................................................................................................... 5
Legal Company Organization; Organization Chart ................................................................. 6
List of Applicable Montana Licenses...................................................................................... 7
3.3.2 Relevant Company Experience.......................................................................................... 7
3.3.3 Company Qualifications..................................................................................................... 9
3.3.4 Contract Understanding and Approach............................................................................ 10
3.3.5 Approach to Contract Management................................................................................. 11
3.3.6 Proposal for Project.......................................................................................................... 11
3.3.7 Other Factors.................................................................................................................... 13
Appendix A: Key Personnel...................................................................................................... 16
iTl Source, LLC 2
Office 365 EA Request for Proposals
December 22, 2025
City of Kalispell
201 First Avenue East
Kalispell, MT 59901
RE: Request for Proposals for Office 365 EA
Dear Erika Billiet:
On behalf of iTl, thank you for the opportunity to submit our proposal for the Office 365 EA
renewal covering the 1/l/26-12/31/28 term. iTl is pleased to present a comprehensive,
compliant response that aligns with the City's defined scope of work, schedule requirements, and
service expectations outlined in the RFP.
iTl brings extensive experience supporting Microsoft licensing, public -sector governance, and
multi -year enterprise agreements, and we are committed to delivering a seamless continuation of
service for the City of Kalispell. Our proposal reflects the City's required license quantities,
including Office 365 G3 GCC, Defender 0365 P2 GCC, Entra ID P2 Gov, Exchange Online
services, Teams AC with Dial -Out, and other specified components, as well as the City's request
for price protection and the ability to increase quantities at the original EA pricing throughout the
3-year term.
Our team is prepared to begin work immediately upon award. iTl's dedicated Microsoft public -
sector specialists, renewal coordinators, and contract management resources will ensure accurate
billing, timely annual invoicing, and dependable support throughout the full agreement period.
We appreciate the City's clear expectations for responsiveness, reliability, and adherence to all
municipal procurement rules, and we affirm our willingness to meet those requirements.
Should you have any questions or require additional information, please do not hesitate to
contact your iTl Strategic Account Executive, Brian `BK" Kostrzewa at 480-867-7910 or via
email at Brian.Kostrzewakitl.com.
Sincerely,
.cgl�xaiu�.CL
Amanda Gu ning
Vice President, Sales
Office 365
Proposal
M Source, LLC
Office 365 EA Request for Proposals
3.3.1 General Information
Description of Company
iTl, headquartered in Tempe, AZ, and is a leading global information technology systems and
services provider with more than 200 employees. Founded in 2003, our core capabilities include
professional and managed services, virtualization, Cloud, infrastructure, communications, and
networking. iTl's work in the government space has required us to be compliant with Federal
Cyber Security mandates including NIST 800-171,800-53, 800-39, and CMMC Cyber Security
Maturity Model Certification.
iTI currently has 3,400 customers in the following industries: Government (Federal, State, and
Local), Education, Financial Services, Utilities, Hospitality and Retail, Manufacturing,
Healthcare and Life Sciences. From startup to IT transformation, we have 20 years of excellence
in procurement, licensing, managed and lifecycle services, customer service, and more.
We understand the City's need for an Office 365 EA Renewal for which iTl will support
leveraging ITIL best practices and the QMS (Quality Management System) embedded in our
ISO 9001:2015 certification. We do so by following industry best practices in each aspect of our
work. M will apply its lessons learned approach and adherence to federal and state mandates
when providing renewal service to the City.
iTI has a professional services division that owns expertise at each level to plan, manage, and
implement technology strategies, whether it is consulting, acquisition, implementation and
maintenance of systems or enterprise -wide technology initiatives. Our systems partners include
Microsoft (Azure), Amazon Web Services (AWS), Google (Google Cloud Platform), EMC, HP,
Dell, IBM, Lenovo, Cisco and virtually all other leading and emerging technology product
manufacturers.
Finding the right technology service provider is imperative to the goals and objectives of the City
and iTl believes we are in the best position to provide the requested services. With many years
of experience consulting, architecting, implementing, and supporting technology solutions, we
provide:
• Extensive industry knowledge in managed services
• Seasoned Project Management Office with PMI certified single point of contact
• Dedicated, highly available account team
• 24/7/365 US -Based Network Operations Center (NOC)
• Authorized, trained, and certified pre-sales/support personnel in multiple hardware and
software technology platforms.
• Imaging Services: Imaging creation, implementation, update, and maintenance.
Advanced imaging includes kitting, logistics, and asset management.
• Hardware Depot Services, Hot Swap, Warranty Repair, and Asset Disposal
• Professional program delivery management
iTl Source, LLC
Office 365 EA Request for Proposals
We provide our customers access to the diverse technical skills within our professional services
group, with many of our engineers having begun their careers within top Fortune 500 companies
throughout the United States. Coupled with the continuous desire to remain on the brink of the
latest technology, this experience gives our engineers the best perspective into the challenges
faced by many IT organizations. It also provides them with the tools necessary to produce
creative solutions that address not just the issues at hand, but also the budget constraints placed
on any IT organization. It is our mission to provide our customers with solutions that provide
true value and build strong, trusted business relationships.
M is very familiar with developing solutions to meet the challenges and achieve the goals as
described within this RFP. Our approach is to first Educate our prospective customers on the
current state of technology. The second step in this process is to Consult. The third: Assess. If we
can be that Trusted Advisor to our customers, we will gain essential knowledge that can provide
the basis for developing a step plan that is well thought out — qualitatively and quantitatively. We
can then effectively implement and support your environment.
Legal Company Organization; Organization Chart
iTI is a Limited Liability Company, headquartered in Tempe, AZ. A detailed organization chart
can be found below:
Mike Heller I I Alex Esterly
Sr Director of Services Principal Solutions
and Solutions Architect
PS Engineering I I Pre -Sales
CSMs i�
Partner Engineering
Resources
Managed Services
Help Desk
InternallT
Project Management
Security/Compliance
Partner Engineering
Resources
Wit Herrera
Chief Technology Officer
Tyler Faten
:tor. Field Services
Field Services
Partner Delivery
Stacie Boulay
Sr Director, Cloud
Licensing & Services
T
Licensing Desk
rograms/Solutions)
ervices
Reed Kaiser
VP, ITAD & Lifecycle
Services
Warehouse
1T1 Lab
ITAD
iTl Source, LLC 6
Office 365 EA Request for Proposals
List of Applicable Montana Licenses
iTl is registered to do business in the State of Montana under filing number E1581553.
3.3.2 Relevant Company Experience
a. Applicant's overall reputation, service capabilities and quality as it relates to this
Proposal.
iTl is recognized by our customers and partners for pragmatic, effective delivery and long-term
partnership. We are trusted to manage complex licensing environments and multi -year enterprise
agreements because we combine deep Microsoft licensing expertise with hands-on procurement
and lifecycle execution. Our approach emphasizes transparency, compliance, and measurable
outcomes — not just renewed contracts.
Service Capabilities (what we do for EA renewals)
• EA strategy & license review: We perform a comprehensive assessment of current
0365 license usage and entitlements, identify over -provisioning and feature gaps, and
map licensing to business outcomes (security, compliance, collaboration).
• Cost optimization & modeling: We produce side -by -side cost models (current vs.
renewal scenarios), forecast three- to five-year TCO, and quantify savings opportunities
from true -up, SKU consolidation, or subscription shifts.
• Contract negotiation & procurement: Acting as your trusted advisor, iTl negotiates
with Microsoft (and CSP/partner channels when appropriate) to secure favorable pricing,
terms, and renewal concessions tied to your needs.
• License lifecycle & entitlement management: We implement processes and tooling to
maintain accurate entitlements, avoid audit risk, and simplify future renewals (centralized
inventory, automated reconciliation).
• Migration & change enablement: When moving workloads, upgrading SKUs, or
consolidating tenants, iTl provides planning, migration execution, and end -user change
management to preserve productivity.
• Security, compliance & governance alignment: Renewal planning includes alignment
with conditional access, data protection, and any industry or municipal compliance
requirements that affect licensing choices.
Quality & Delivery Assurance
• Structured renewal playbook: Every renewal follows a documented playbook
(discovery, analysis, modeling, negotiation, execution, verification) to ensure repeatable,
auditable outcomes.
• KPIs & reporting: We track measurable metrics such as license utilization, cost per
user, compliance gap closure, deployment velocity, and post -renewal adoption rates —
and provide executive dashboards and regular reviews.
• SLA-backed services: For managed engagements we define SLAB around provisioning,
support response/resolution, and reporting cadence to maintain predictable service levels.
• Audit readiness & risk mitigation: We proactively reconcile entitlements and usage to
reduce the risk of non-compliance findings in vendor audits and to preserve budget
certainty.
• Customer success & references: Our customer success function ensures planned
outcomes are realized: onboarding, adoption planning, training, and continuous
optimization. We can supply references and case studies demonstrating measured savings
and improved license management.
iTl Source, LLC 7
Office 365 EA Request for Proposals
Value -Add / Differentiators
• Vendor relationships: Direct experience working with Microsoft and their channel
ecosystem allows us to accelerate negotiations and access program incentives when
appropriate.
• Optimization -first philosophy: We prioritize right -sizing and feature alignment before
recommending higher spend — reducing unnecessary license costs while preserving
functionality.
• Operational continuity: iTI's cradle -to -grave lifecycle approach (planning --� procure
deploy --+ manage --+ refresh/retire) avoids one-off renewals by embedding
governance and automation that simplify future renewals.
• Tailored change management: We pair technical migrations with targeted user training
and adoption programs so customers realize the productivity gains that justify the
contract investment.
b. Referrals and references from other municipalities or local governments.
City of Whitefish
Chris Hunt, Director of IT
Phone/Fax: 406-863-2408
Mobile: 406-407-3922
chunt ,cityofwhitefish.gov
Flathead County
Ben Mikkelson, Technical Operations Supervisor - Flathead County IT
(406) 758-5695
bmikkel songflatheadcounty. gov
Bonner County
Jacob Storms, Director of IT
p: 208-255-3630 x: 1188
c: 208-920-1774
Jacob. stormsgbonnercountyid.gov
c. List and describe any litigation; arbitration; claims filed by your firm against any other
jurisdiction as a result of a contract dispute; any contract or negligence claims filed against
your company; premature termination from a services agreement.
iTI does not have any litigation, arbitration, or claims files by our company.
d. Applicant's capacity and intent to proceed without delay if selected.
iTl has the capacity to proceed without delay immediately upon award. The City of Kalispell can
expect a renewal engagement grounded in iTl's reputation for practical expertise, transparent
communication, and dependable execution. As a long-standing Microsoft partner, iTl is known
for helping public -sector organizations navigate complex Office 365 licensing requirements
iTl Source, LLC 8
Office 365 EA Request for Proposals
while ensuring cost control, compliance, and long-term operational value. Our team brings deep
knowledge of Microsoft Enterprise Agreements, paired with a hands-on approach that keeps the
City's priorities —budget predictability, service continuity, and secure productivity —at the
center of every step in the renewal process.
3.3.3 Company Qualifications
a. Describe the company's history in the industry. Provide resumes of key personnel in
Appendix A. List professional continuing education.
iTI has a long-standing history as a trusted provider of end -to -end IT lifecycle solutions,
specializing in enterprise hardware, software, and services. Since its founding in 2003, iTl has
focused on helping organizations —from large enterprises to public -sector entities --optimize
technology investments, streamline procurement, and ensure operational efficiency. Over the
years, iTl has developed deep expertise in managing complex vendor relationships, particularly
with Microsoft, enabling clients to maximize the value of Enterprise Agreements (EAs) and
software subscriptions while maintaining compliance and controlling costs.
iTl's experience spans the full technology lifecycle, including procurement, deployment, end -
user enablement, asset management, and decommissioning. iTFs approach combines strategic
consulting with hands-on execution, ensuring that technology investments deliver measurable
outcomes and align with clients' long-term operational goals.
Throughout its history, iTl has built a reputation for reliability, transparency, and
responsiveness. By leveraging strong OEM partnerships, proprietary tools, and a structured
delivery methodology, iTl ensures that clients benefit from optimized IT assets, predictable
service delivery, and reduced administrative burden. This enduring presence and proven track
record make iTI a trusted partner for organizations seeking both strategic guidance and practical
execution in IT and software lifecycle management.
Our approach emphasizes building a culture of innovation and improvement, so that actionable
opportunities are identified through the team's collective insight as well as through strategic
planning. iTl provides our staff and our customers physical and virtual access to new technical
developments through innovation labs and Centers of Excellence, and network of key IT subject
matter experts (SMEs) providing support, advice, and guidance on technical challenges, future
requirements, and scenarios identified by our clients.
As a result of our premier certifications and deep partnerships with manufacturers and suppliers,
our delivery teams have priority access to the source. This enables us to be more responsive to
unique client needs and enables accelerated issue resolution if necessary. It also ensures our
vision into future development and innovations that will benefit our clients either during refresh,
replacement, or for broader needs. These valued relationships provide a unique advantage that
may not always seem possible; that is, they allow the iTI Team to shift quickly when needed to
provide comparable or even superior products and solutions to fill a need when the customer's
first choice may not have met timing, cost, or other drivers. We believe that redundancy in our
partner network is an invaluable asset in our customer service approach.
iTl Source, LLC 9
Office 365 EA Request for Proposals
The iTJ Advantage
Partnering with iTl provides the City with:
• Guidance from certified solution architects and engineers
• Scalable, adaptable services that grow with your business
• Proactive monitoring and rapid response to technical issues
• Transparent reporting and actionable insights
For staff biographies, please see Appendix A.
b. Briefly describe certifications and licensure held by the company in the state of
Montana.
iTl is registered to do business in the State of Montana.
3.3.4 Contract Understanding and Approach
a. Describe your understanding of the scope of work and the particular expertise your
company has in this area of work.
iTl understands that the scope of work for the City of Kalispell involves the successful delivery
of an Office 365 Enterprise Agreement (EA) renewal. This includes identification of
optimization opportunities, forecasting cost scenarios, providing the best price, and ensuring the
seamless implementation of any changes or upgrades.
iTl brings particular expertise in managing Office 365 EA renewals for public -sector and
enterprise clients. Our team has a deep understanding of Microsoft licensing structures, true -up
processes, and feature alignment across enterprise workloads, which allows us to identify
opportunities for cost savings, risk mitigation, and improved functionality. We have a proven
methodology for conducting detailed usage analyses, building multi -year cost models, and
recommending licensing strategies that align with organizational objectives. Beyond
procurement, iTl provides structured project management, user enablement, and post -renewal
monitoring to ensure that the City realizes the full value of its agreement.
Our experience includes working with municipalities and large organizations to streamline
licensing, optimize costs, and ensure compliance, while minimizing disruption to end users.
iTl's cradle -to -grave approach —planning, procurement, deployment, management, and
refresh —ensures a repeatable, auditable, and transparent process that delivers measurable
benefits, reduces administrative burden, and supports the City's long-term technology and
operational goals.
iTl Source, LLC 10
Office 365 EA Request for Proposals
b. Identify and discuss any potential difficult issues your company may face in providing
services within Flathead County.
iTl does not foresee any potential difficult issues in providing these services.
c. Identify and discuss methods to mitigate these difficulties.
Should any difficulties arise, iTl's Strategic Account Executive assigned to the City will
immediately alert our licensing team and Executive leadership team to quickly and accurately
resolve any issues.
3.3.5 Approach to Contract Management
a. Describe your company's approach in initiating and establishing the service that meet
the needs and requirements of the City.
In terms of Microsoft CSP, there are essentially 2 separate agreements that would be required
upon award:
An MCA which is a Microsoft Customer Agreement, and it is digitally accepted
in the customer's Microsoft 365 admin center. It is non -expiring and direct
between the customer and Microsoft related to cloud services, product terms,
SLA, etc.
2. iTI's Cloud Partner Agreement which governs the terms outlined in the MCA
above with additional partner relationship terms such as payment terms, etc. This
is executed through Docusign with the customer receiving a copy and these are
stored in iTl's system for historical access.
b. Describe systems used for planning, scheduling, estimating and managing manpower
requirements.
From a client support perspective, iTl uses ConnectWise for technical support requests and the
City has access to Cloudhub, which is a cloud management platform where users can manage
services at any time. iTl realizes that in this particular case, services are not being requested.
c. Describe the firm's experience in maintaining training and certifications of personnel.
Our Certification Team meets weekly to assess partner requirements and align them with staff
workloads and expertise. Our CRM system (Salesforce) is used to monitor assignments,
certification statuses, and renewal cycles, ensuring ongoing compliance with partner programs.
3.3.6 Proposal for Project
a. Provide a work schedule with beginning and ending times that meet the scope criteria.
iTI is prepared to deliver the EA renewal quickly and seamlessly upon award.
iTl Source, LLC 11
Office 365 EA Request for Proposals
b. Provide a full schedule of proposed work methods that meet the scope criteria.
A specific work schedule does not apply to this scope criteria of an EA renewal. With Microsoft
CSP, everything is nearly real time and upon accepting the cloud partner agreement, services can
be provisioned within minutes.
iTl has technical CSP resources available 24 x 7 and cloud licensing experts available Monday -
Friday from 8 AM EST to 8 PM EST
c. Provide a full schedule of costs for each component of the work scope.
Enterprise Agreements are designed for organizations that want to centralize their Microsoft
licensing under a multi -year commitment. They require standardized quantities, fixed annual
billing, and a contractual term that limits flexibility. This model works well for very large
environments with predictable counts and long-range planning cycles. Because Enterprise
Agreements must be transacted through a Microsoft Licensing Solution Provider, iTl would
coordinate with an LSP partner for organizations that move forward with an EA renewal. The
licensing model in an EA is structured around annual true -ups and fixed quantities, and changes
to licensing levels are typically handled once per year.
A Cloud Solution Provider (CSP) agreement offers a more flexible approach to managing
Microsoft licensing. CSP does not require a multi -year commitment, and quantities can be
adjusted monthly as staffing levels change. The subscription model in CSP allows organizations
to increase or decrease license counts without waiting for an annual true -up cycle, which often
reduces unused licenses and aligns costs more closely with actual needs. CSP uses the same
underlying Microsoft products found in an Enterprise Agreement, but the billing and
administrative experience is designed to be more adaptable. All of the licenses included in an EA
can also be purchased in CSP, including the Microsoft 365 and security workloads that many
public sector entities rely on.
Partnering with iTl through CSP adds an additional layer of support that is not included in an
Enterprise Agreement. iT1 provides direct access to engineering and licensing resources,
guidance on selecting the appropriate licensing mix, assistance with adjusting license quantities
as the environment changes, and 240 support for issues that arise with Microsoft services. iTl
also helps organizations navigate licensing questions throughout the year so they can keep their
subscriptions aligned with their operational requirements. For organizations that value
responsiveness and hands-on assistance, this level of support often creates a more streamlined
experience than managing licensing strictly through an LSP.
If an organization decides that an Enterprise Agreement remains the preferred path, iTl can still
participate by coordinating with a Microsoft Licensing Solution Provider to facilitate the renewal
and continue offering licensing guidance and general support. However, for clients that want
more flexibility with license counts, more control over timing, and a higher -touch support
experience, a Cloud Solution Provider agreement with iTl can be a strong fit without sacrificing
access to the same Microsoft products and capabilities.
iTl Source, LLC 12
Office 365 EA Request for Proposals
M has provided pricing for both a CSP agreement and the EA renewal below for the City to
review and select
Cloud Service Provider Pricing
..
Account Number
.• Term Based Subscriptions include 24x7 technical
Qualm an, valid through the end of the current
106209
bredk/fix support on Premise technical support i—dable
month Per license priong is loc,ked in far the term of the subscnphon
per paid incident
upon initial
request
upon
order placement
.•
ua erm scn ions-Annua Bi in
CFQ7TTCOLHKHOOOSP1YAnnual
Microsoft Defender for Office 365 (Plan 2) (Governmental
$ 60.00
$ 4.49
12
26S
$
14,246.40
Community Cloud Pnci 1
CFQ7TrOD FK5001KP1YAnnual
Microsoft Entra ID P2 for government
$ 108.00 $ 8.07
12
265
$
25,662.60
CFQ7rrODLH01000NP1YAnnual
Exchange Online Archiving for Exchange Online (Governmental
$ 36.00
$ 2.69
12
20
$
645.60
Community Cloud Pricing)
CFQ7TTODtH16000TP1YAnnual
Exchange Online (Plan 1)(Govemmental Community Cloud
$ 4800
$ 3.59
12
20
$
861.60
Pricing)
CFQ7TTODLGZrO01MP1YAnnual
Microsoft 365 Apps (Govemmental Community Cloud Pricing)
$ 144.00
$ 10.76
12
1
$
129.22
CFQ7TTCO11Z43P1YAnnual
Office 365 G3 (Governmental Community Cloud Pricing)
$ 276.00
$ 20.62
12
245
$
60,622-80
Microsoft Teams Audio Conferencing with dial -out to USA/CAN
$ -
$ -
12
24S
$
-
CFQ7rrODA(CZDOOFP1YAnnual
(Govemmemal Community Cloud Pricing)
Annual Term - Annual Billing $
102,168.12
•Annual term subscriptions will be
invoiced monthly unless otherwise requested prig
to processing
•Microsoft adds a 5%uplift to
annual subsarptions with monthly billing vs annual subscription with
annual billing
Final pricing may be prorated based on the subsrnpbon terms end date
Pricing does not include tax, if oppl/mble
ITl Source
1860 W University Dr., Suite 100
EA Renewal Pricing
http�//vrww.itlsource com
Coverage Period: 01 /01 /26 - 12/31/26
Part
Nuniber
Description
nths
Remaining r
,ty
Annual
Net Unit
Price
Extended
Total
I
Enterprise ducts
M365 Apps Enterprise GCC Sub Per
3 WS-00001
User
12
1
$140.80
$140.80
AAA-11894
0365 G3 GCC Sub Per User
12
250
$269.87
$67,467.50
Defender 0365 P2 GCC Sub Per
GLN-00001
User
12
270
$49.87
$13,464.90
MQN-
00001
Entra ID P2 Gov Sub Per User
12
270
$89.73
$24,227.10
EOA Exchange Online GCC Sub Per
4ES-00001
User
12
20
$30.93
$618.60
Exchange Online P 1 GCC Sub Per
3MS-00001
User
12
20
$39.87
$797.40
Teams AC with Dial Out US/CA
NYH-00001
GCC Sub Add -on
12
250
$0.00
$0.00
12
S106,716.30
3 Year Total: $320,148.90
Standard Pricing Terms
M Source, LLC 13
Office 365 EA Request for Proposals
** Pricing Expires in 30 days from date of quote **
** All items included in this RFQ are new, unused, not refurbished, with original manufacturer warranty.**
** Enterprise Agreements are direct billings from Microsoft. Please make out purchase orders to
Microsoft Corporation**
** Pass -Through Warranty and Other Rights.**
As a reseller, end -user warranties and liabilities (with respect to any third party software products provided
by Crayon
Software Experts) shall be provided as a pass -through from the manufacturer of such products.
All software products are subject to the license agreement of the applicable software supplier, as provided
with the
software packaging or in the software at time of shipment
1. Pricing and availability on quotes subject to change without notice.
2. Crayon Software Experts reserves the right to correct errors on quotes where applicable.
3. Applicable Taxes and Delivery are Extra and will be calculated and posted on final invoice.
4. Errors & Omissions Excluded.
5. Changes to a quote are subject to written acceptance by Crayon Software Experts.
6. Please see our website for return details: http://www.crayon.com/en-us/about-us/return-policy/
M Source, LLC 14
Office 365 EA Request for Proposals
3.3.7 Other Factors
a. Current contracts and ability to proceed promptly.
iTl is a seasoned IT provider with multiple divisions throughout the company. We have an entire
team dedicated to software renewals and immediately upon award, we are able to proceed
promptly to ensure there is no delay in the renewal of your Office 365 EA.
b. Willingness to abide by the City's needs and requirements with few or no objections or
changes.
iTl is fully able to abide by the City's needs and requirements throughout this renewal process.
c. Relevant factors impacting the quality and value of service.
The quality and value of iTI's service are influenced by several key factors that ensure the City
of Kalispell achieves both operational and financial benefits from its Office 365 Enterprise
Agreement renewal:
1. Licensing Expertise and Accuracy: A deep understanding of Microsoft licensing models,
SKUs, and true -up requirements is essential.
2. Cost Optimization and Transparency: Delivering measurable value requires rigorous cost
analysis, scenario modeling, and identification of potential savings. Transparent reporting allows
decision -makers to see the trade-offs of different renewal strategies and forecast total cost of
ownership over multiple years.
3. Compliance and Risk Mitigation: Maintaining accurate license records and ensuring alignment
with Microsoft's contractual and audit requirements reduces exposure to compliance risks,
unexpected liabilities, and financial penalties.
4. Service Delivery and Responsiveness: Timely and reliable execution of all aspects of the
renewal through deployment and post -renewal support.
5. End -User Productivity and Adoption: Value is not limited to cost savings. Ensuring the City's
staff fully leverages Office 365 features through training, change management, and adoption
strategies enhances operational efficiency and maximizes return on investment.
6. Lifecycle and Governance Approach: A structured, repeatable methodology for license
management, reporting, and optimization ensures that benefits are sustainable and the City is
positioned for future renewals with minimal administrative effort.
15
Office 365 EA Request for Proposals
Appendix A: Key Personnel
The iTI team member who will directly support the City's needs on a daily basis is Brian "BK"
Kostrzewa. Brian is a seasoned technology professional with extensive experience in enterprise
software licensing, strategic IT procurement, and client relationship management. As a key
member of iTl, Brian focuses on guiding organizations through complex Microsoft Office 365
Enterprise Agreement (EA) renewals, optimizing license utilization, and ensuring compliance
with vendor requirements.
With a strong understanding of Microsoft licensing models, true -up processes, and cost
optimization strategies, Brian has helped public -sector and private -sector clients achieve
measurable savings, streamline procurement cycles, and maximize the value of their Microsoft
365 investments. His expertise spans license assessments, multi -year cost modeling, contract
negotiation, migration planning, and post -renewal lifecycle management.
Brian is known for his collaborative approach, working closely with clients to understand
organizational needs and aligning licensing strategies with operational goals. He brings a balance
of technical insight, vendor knowledge, and project management discipline to every engagement,
ensuring predictable outcomes and sustained value. Brian is fully supported by iTI's licensing
and managed services division.
iTl's managed services division is led by iTFs Chief Technology Officer. Our Chief
Technology/Information Officer, Wil Herrera, brings 30+ years of experience leading
organizations and technical teams to provide IT services. Wil has extensive training in the
operation of providing virtual assistance to our clients over the years. He has aligned technology
solutions to the business goals and overall roadmap of our clients to define infrastructure,
systems, and processes. Wil and his team of experts have provided first-hand consulting on
budgets, risk management and system security, new technology planning and roadmaps, business
reviews, training, and process documentation.
Our licensing support team consists of a range of full-time personnel with seasoned experience
and extensive certifications. iTFs engineers hold 59 Microsoft certifications including CSP
Premier status (DIRECT Cloud Services Provider), Microsoft Azure Solutions Architect, Office
365, and Infrastructure While we don't provide resumes beyond our CTO (see below), we have
provided a breakdown of the years of experience required for each of our positions, ranging from
a Level 1 team member to executive leadership so the City can understand the level of expertise
we will bring to your organization.
• Level 1 Team Member — 3-5 yrs. of experience
• Level 2 Team Member — 5-7 yrs. of experience
• Management/Team Lead — 7+ yrs of experience in managed services and 5+ years in
additional required technology areas
• Senior —10+ yrs of experience =
• Director —15-20 years of experience
iTl Source, LLC 16
Office 365 EA Request for Proposals
1 1 's C;hiet 1 echnolop-v Utticer
iTl Experience
Wil has been with iT1 for more than 18 years and has been in the industry
for more than 30. He focuses on iTl's global and large accounts to
increase sales by providing technical leadership and guidance. Wil
develops "Go to Market" strategies based on technical trends and has
implemented a 24 x 7 Network Operations Center (NOC) at iTI. Wil has
designed and implemented strategic solutions for clients that include
server, storage, network, virtualization, and cloud technologies. With a
background in infrastructure management, Wil holds more than 16
certifications in this industry.
Position for this
Chief Information Officer for the City
Contract
Location of
Tempe, AZ
Performance
Professional I AWS
• Certified Solutions Architect — Associate
• Certified AWS Security Specialist
Google Cloud Platform (GCP)
Professional Cloud Architect
Juniper
• Juniper Networks Certified Specialist, Mist Al Wireless (JNCIS-
MistAI-Wireless)
• Juniper Networks Certified Associate, Junos (JNCIA-Junos)
• Juniper Networks Certified Specialist, Mist Al
• Juniper Networks Certified Specialist, Security
• Juniper Networks Certified Specialist, Enterprise Routing
Apple
• Apple Certified Support Professional
Nutanix
• Nutanix Certified Professional - Multicloud Infrastructure 6
• Nutanix Certified Systems Engineer - Core
• Nutanix Certified Sales Expert
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Office 365 EA Request for Proposals
Cisco
• Cisco Certified Network Professional (CCNP) — Data Center
• Cisco Certified Network Professional (CCNP) —Route Switch
• Cisco Certified Network. Professional (CCNP) —Wireless
• Cisco Certified Design Professional (CCDP)
• Collaboration Architecture Systems Engineer
• Data Center Unified Fabric Design Specialist
Hewlett Packard Enterprise — HPE
• Master Accredited Solutions Engineer (MASE)
• Aruba Certified Mobility Professional
• HPE Solution Certified - HPE GrrenLake
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1
• EMC Technical Architect (EMCTA)
• EMC Implementation Engineer (EMCIE)
• VMWare Certified Professional (VCP)
• VMWare VSAN Certified professional
• VMWare NSX Certified Professional
• VMWare on AWS Certification
Hitachi
•. Hitachi Qualified Professional - Presales Data Infrastructure
Palo Alto
• Palo Alto Networks Systems Engineer (PSE) - Strata Associate
• Palo Alto Networks Systems Engineer (PSE)- Foundation
Microsoft
• Microsoft Certified: Power Platform Developer Associate
certification
• Implementing Data Engineering Solutions Using Microsoft Fabric
exam
• Microsoft Identity and Access Administrator exam
• Lenovo
• Data Center Technical Sales Certification
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Office 365 EA Request for Proposals
Work EMC - Lisle, Illinois, 2011- 2012
Experience Senior Technical Consultant
Prior to iTl • Responsible for the analysis and design of client's critical data
centers.
• Responsible for providing Business solutions for clients in Illinois
• Worked with new sales representatives to help them position the
right solution for each client
• Closed the largest solution in our district my last quarter before
leaving
• Built great relationships with executive and engineers by
leveraging my skills and experience to help drive business
solutions.
• Designed fully redundant data center solutions for clients with
critical business needs
• Resolved performance issues that were affecting the business by
performing free health assessments for clients and providing
tweaks or cost effective changes to resolve the issue.
EQUITY RESIDENTIAL PROPERTIES - Chicago, Illinois, 1997 -
2011
Manager, Infrastructure Operations, 2008 - 2011
• Conceptualized and developed a process to maintain a small
infrastructure staff while designing and implementing business
impacting solutions
• Responsible for developing and managing the IT infrastructure
budget every year
• Managed a team of five engineers supporting two data centers
consisting of 500+ physical and virtual servers, 500+ remote
offices, 45 regional offices and the security of the complete
environment.
• Responsible for any electronic security related incidents and the
owner of the security incident response process for the entire
company
• Architected and deployed a highly resilient environment that
leveraged the latest technology to provide the business with a high -
performing, always on and always available architecture
• Moved from being a reactive IT department to an IT department
driving business outcomes.
• Designed, planned and executed a successful Data Center move for
our primary data center
• Designed and implemented operational processes to reduce system
downtime
• Successfully managed and executed a Disaster Recovery (DR)
solution. This solution was successfully executed during a
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Office 365 EA Request for Proposals
scheduled power outage at our primary data center and then again
during a data center move.
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