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OS/390 & z/OS Software Charges - Announcement Timeline

Note: IBM has now shamelessly stolen this idea without acknowledgemet - its page
is more comprehensive for recent announcements. Damn poor Netiquette.
The original June 2002 version of this page is in the Internet Wayback Machine

Note - some of these Announcements have been refreshed or corrected without necessarily being reannounced. Always download a current copy by clicking on the link - IBM has broken some links so you may have to do a search on the Announcement Letter number. This list is not inclusive - individual products may be omitted in the interests of brevity. Please notify serious omissions.

DateSubjectUS LetterEMEA Letter
19 May 1987 Graduated One-Time Charges - Groups 10-40 287-178  
26 July 1988 Graduated Monthly Charges and Group 50 388-118  
24 October 1989 Group 60 389-182  
5 September 1990 Groups 70 and 80 390-135  
5 May 1992 Multiple Operating System (PR/SM) Charge Option 292-247 ZA92-0175
3 February 1993 Groups 90 and 100 393-020 ZA93-0140
22 June 1993 Group 90 and 100 Charges Capped at Group 80 Level   ZP93-9014
6 April 1994 Withdrawal of Groups 90 and 100 294-156 ZA94-0159
6 April 1994 Parallel Sysplex License Charges starting at 10 MSUs 294-154 ZA94-0144
6 April 1994 Measured Usage License Charges 294-155 ZA94-0154
13 September 1994 Parallel Sysplex License Charge for Stand-Alone Systems;
PSLC Base reduced from 10 to 3 MSUs
294-540 ZA94-0261
13 September 1994 CEC Pricing in 9672 E and P Models 294-538 ZA94-0262
13 September 1994 Combining of UNIX and MVS Categories for MOSP 294-539 ZA94-0263
23 March 1995 Indexed Monthly License Charge; Group 80 Capped at 80 MSUs 395-045 ZA95-0153
10 September 1996 IBM PSLC Software Prices Available for 1 and 2 MSUs 396-143 ZA96-0272
11 March 1997 Change to Software Terms and Conditions - One Month Minimum 297-062 ZA97-0142
13 January 1998 Clarification of Parallel Sysplex Pricing Terms & Conditions 198-001 ZA98-0120
26 May 1998 Parallel Sysplex License Charge - Level C (for Sysplexes) 298-178 ZA98-0251
29 September 1998 Parallel Sysplex License Charge - Level C (for stand-alone systems) 298-355 ZP98-0607
29 September 1998 New Application License Charge 298-371 ZA98-0316
29 September 1998 System/390 Usage Pricing 298-357 ZA98-0334
29 September 1998 Measured Usage License Charge Withdrawn 998-273 ZA98-0337
29 September 1998 Most GMLC, MLC, DSLO, MOSP, PLC, RLC, IMLC Withdrawn 998-295 ZA98-0323
29 September 1998 GOTC and OTC Withdrawn 998-294 ZA98-0322
22 February 1999 PSLC Level D 299-052 ZA99-0163
3 May 1999 Usage Pricing for S/390 Software products Extended to Level D 299-109 ZA99-0239
3 May 1999 Extended License Charge Pricing for VSE and VM Above Group 80 399-074 ZA99-0185
20 September 1999 Growth Opportunity License Charge 299-269 ZA99-0315
10 December 1999 IBM International Program License Agreement (IPLA) Family of Agreements Revised [See 10 December 2002]
3 October 2000 Workload License Charges 200-354 ZA00-0318
31 October 2000 Revisions to Workload License Charges 300-140  
6 March 2001 Value Unit Based Charges for Data Management Tools 201-057 ZA01-0153
27 March 2001 Value Unit Pricing for Application development Tools 201-078 ZA01-0169
29 May 2001 z/VM V4 Introduces Engine-Based Prices 201-163 ZP01-0307
11 September 2001 Availability of zSeries Software Charges at less than Machine Capacity 201-258 ZA01-0280
19 February 2002 Software Charging for the zSeries 800: includes zELC, Engine-Based Charges for z/OS.e and Changes to PSLC/WLC Aggregation 202-036 ZA02-0101
26 February 2002 IBM DB2 Warehouse Manager for z/OS and OS/390: Revised Pricing Structure 202-043 ZA02-0196
29 April 2002 Changes to Workload License Charges Offer Additional Options and Price Advantages for Users of IBM eServer zSeries 800 and 900 Processors 202-105 ZA02-0189
29 April 2002 Price Changes: IBM eServer zSeries Workload License Charges 302-069  
14 May 2002 Price Changes: IBM eServer zSeries Entry License Charge Software for the zSeries 800 Family of Servers 302-083 ZA02-0213
09 September 2002 New Price Levels for IBM z/OS V1 with Variable Workload License Charges (VWLC Levels 6 & 7) 202-207 ZA02-0298
22 October 2002 zELC Software Pricing for New IBM z800 Model 0E1 202-295  
3 December 2002 zELC Software Pricing for New IBM z800 Model 0X2 202-327 ZA02-0339
10 December 2002 IBM International Program License Agreement (IPLA) Family of Agreements Revised 202-334 ZA02-0299
17 December 2002 Price Changes: IBM COBOL and PL/I 302-237  
18 March 2003 Price Changes: IBM COBOL and PL/I 303-046 ZA03-0149
25 March 2003 New and Clarified Terms and Conditions for IBM S/390 and eServer zSeries Software 203-082 ZA03-0130
8 April 2003 Value Unit Pricing on OS/390 and z/OS, and an Entry Option on z/OS for Select WebSphere Platform Products 203-093 ZA03-0127
13 May 2003 On/Off Capacity on Demand for zSeries 103-142  
13 May 2003 Software Pricing for IBM eServer zSeries z990 and Enhancements to Variable Workload License Charges (VWLC) 203-130 ZA03-0190
8 August 2003 IBM software On/Off Capacity on Demand for IBM eServer zSeries, iSeries and pSeries 203-202 ZA03-0227
12 August 2003 Value Unit Pricing Available for Selected IBM eServer zSeries and S/390 Software Programs under Entitled SoftWare (ESW) Ordering 203-203 ZP03-0349
12 August 2003 New and Clarified Terms and Conditions for S/390 and zSeries Software   ZA03-0130
9 September 2003 Entry Workload License Charge for z800 203-233 ZA03-0247
23 September 2003 Price Change: IBM z/OS(R) V1 New Application License Charges and Variable Workload License Charges 303-174 ZA03-0293
7 October 2003 IBM enhances the IBM eServer zSeries 990 family of servers
(Contains statement about reduced charging MSUs)
103-280 ZG03-0580
7 April 2004 Tiered Entry Workload License Charge for z890 and zELC for z890 Capacity Setting 110 204-056 ZA04-0127
29 June 2004 Price Change: EWLC Entry Workload License Charges   ZA04-0229
10 August 2004 Sub-capacity pricing for select IBM eServer zSeries IPLA programs 204-184 ZA04-0227
28 September 2004 Price Change in selected countries - Group 4: EWLC Entry Workload License Charges.   ZA04-0294
26 October 2004 Price Change in selected countries - Group 5: EWLC Entry Workload License Charges.   ZA04-0324
02 November 2004 Restatement of criteria for aggregated sysplex pricing 204-268 ZA04-0289
30 March 2005 Revised business rules for zSeries software 205-079 ZA05-0131

A tabulation of third-party statements will be found here - though many are now out of date or deleted.

There have been so many changes to the software charging rules over the last couple of decades that the following comes to mind:

We trained hard . . . but it seemed that every time we were beginning to form up into teams we would be reorganized. I was to learn later in life that we tend to meet any new situation by reorganizing; and a wonderful method it can be for creating the illusion of progress while producing confusion, inefficiency, and demoralization.

Petronius Arbiter, 210 B.C.

(Except he never said it. The quotation was invented by Robert Townsend for his book Up the Organisation.)

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