Agreement Refresh version 6 -...

Agreement Refresh

version 6.6

Pre-requisite for AR 6.6 Session

This AR 6.6 training session will be most beneficial if you

Have a good understand of the current program rules

Understand the role and use of all the forms used for

submitting / renewing an agreement

Knowledge of requirements of submitting a valid contract

Agreement Refresh 6.6

Session Objective:

To communicate the changes for the upcoming AR 6.6

Release

Familiarity with the new agreement structure

Ensure operational readiness to support September launch

Think about the training approach/es to your internal

organization

Where Are We Going?

Why do we refresh

agreements?

Implement program design improvements

Enable new product offerings

Transition terms to plug and play components

Improve simplicity, consistency, and predictability of contracts

Where will it take us?

Customer-centric licensing

• Customized licensing agreements

• Electronic licensing

• Licensing transparency

What is AR 6.6?

Based on customer feedback and the desire to streamline

processes, Microsoft is making a number of changes and

enhancements to the way agreements are processed

Some changes may effect the way agreements are

completed

The next several slides, we will cover :

Overview of changes in agreement architecture

Overview of pack content:

Agreement completion guidelines:

Agreement Refresh

– What’s New

The Evolution of One Deal

6.4MBA Agreement

+

Agreement

+

Enrollment

+

Enrollment

+

Amendment

+

Amendment

+

Amendment

+

CPS*

9 documents signed

6.5MBSA Agreement

+

Agreement

+

Enrollment

+

Enrollment

+

Amendment Cover

Page (3

Amendments)

+

CPS*

6 documents signed

6.6Signature Form (MBSA

Agreement,

Agreement, 3

Enrollments, 3

Amendments, 1 CPS*)

1 document

signed

1

* Only applicable to EA program

What’s New in 6.6

• Removal of signature block from MBSA and all agreements

• Signature form enables single signing event (by program)

• MBSA, EA/EAS, Select agreements no longer request information from customer

• Customer information collected on signature form

• Content static for each customer using same document type/number

• Agreements include document number in footer

Major Changes

• Formatting changed for improved readability and referencing

• Table of contents added to agreement

• Summary titles included for section content identification

• Contract terms rearranged and rewritten• Contract sections reordered for consistency across programs

• Contract terms rewritten in plain language

• “You,” “we,” and “us” changed to “Customer” and “Microsoft”

Enhancements

Overview of What’s New (EA)

Removal of Contact

Information

MBSA

Agreement

Inclusion of Document

Number at footer of document

MBSA

Agreement

Enrollment

Renewal Form

Supply Agreement

Australia only

Must be attached with Signature

Form

Enrollment

Renewal Form

Optional Form

Amendment

Customer Price Sheet

Australia only

Supply Agreement

Australia only

Overview of What’s New (Select)

Removal of Contact

Information

MBSA

Agreement



MBSA

Agreement

Enrollment

Volume Forecast Form

Renewal Form


Form

Enrollment

Renewal Form

Optional Form

Amendment


Overview of What’s New (Academic Select)

Removal of Contact

Information

Agreement



Agreement

Enrollment

Student Enrollment


Renewal Form


Form

Enrollment

Student Enrollment

Renewal Form

Optional Form

Amendment


Benefits of 6.6

Reduction in time spent on contract completion for Channel Partners

Removal of duplicating contact information for MBSA and Agreement and Enrollment

Forecast of faster turnaround time for processing contracts due to

single form with all contact information

Foresee a lower percentage of contract invalids due to inconsistent information in

MSBA or Agreement. Current statistics shows that approximately 20% of total

invalids for FY07 were contributed by Missing/Inconsistent Contractual Information.

This symptom is related to inconsistent information across the MBSA, Agreement

and Enrollment

Number of pages reduced for Contract

E.g. Number of pages for EA Enrollment has been reduced from to 11 to 4

Number of pages for Select Enrollment has been reduced from to 9 to 3

Contract Sections Restructured (EA)

6.5 EA Agreement Cover page

Contact information

Definitions

How the program works

How to order EA products

How to order additional products

True-ups and update statements

How to confirm orders

License grant

Product use rights

SA benefits

Making copies

Transferring & reassigning

Term and termination & renewal

Miscellaneous

6.6 EA Agreement Table of contents

Definitions

How the program works

Establishing price levels

License grant

Product use rights

How to order products

Making copies and reimaging

Transferring & reassignment

Term and termination

How to renew

Miscellaneous

Contract Sections Restructured (Select)

6.5 Select Enrollment

Definitions

Signature Block

Contact Information

Software Assurance Election

Renewing Software Assurance

Reseller/Distributor Information

6.6 Select Enrollment

Contact Information

Software Assurance Election

Renewing Software Assurance

Reseller/Distributor Information

Introduction of Document Number (EA)

X20-00030

Renewal Form

Supply Agreement (Australia Only)

Enrollment Subscription Enrollment

X20-00081 / X20-00071(Direct) X20-00191 / X20-00181(Direct)

Agreement Subscription AgreementX20-00021 X20-00131

MBSAX20-00001

X20-00079(EA Direct) X20-00189(EAS Direct)

Introduction of Document Numbers

(Select & Academic Select)

Select Academic Select

MBSA

X20-00001

Agreement

X20-00241

Enrollment

X20-00291


X20-00485

Renewal Form

X20-00250

Agreement

X20-00351

Enrollment

X20-00371

Student Enrollment

X20-00381


X20-00484

Renewal Form

X20-00360

Comparison of MBSA

(6.5 vs 6.6)Introduction of

Table of Contents

Introduction of

Summary Title Box

Introduction

of Document

Number

Will be

removedMBSA Number

moved to

Signature Form

Signature

Block moved

to Signature

Form

Comparison of EA Agreement

(6.5 vs 6.6) Introduction of

Table of Contents

Introduction

of Document

Number

Signature

Block moved

to Signature

Form

Agreement No.

moved to

Signature Form

Will be

removed

Comparison of EA Enrollment

(6.5 vs 6.6)Will be

removed

New

Introduction of

Document

Number

Comparison of Renewal Form

(6.5 vs 6.6)

Signature

Block moved

to Signature

Form

Introduction of

Document

Number

New

Comparison of Select Agreement

(6.5 vs 6.6)Select Agreement 6.5 Select Agreement 6.6

Will be

removed

Introduction of

Table of Contents

Introduction of

Summary Title Box

Introduction of

Document

Number

Agreement

Number moved

to Signature

Form

Comparison of Select Enrollment

(6.5 vs 6.6)Enrollment 6.5 Enrollment 6.6

Will be

removed

Will be

removed

Will be

removed

Introduction of

Document

Number

New

Comparison of Select Renewal Form

(6.5 vs 6.6)Renewal Form 6.5 Renewal Form 6.6

Signature

Block moved

to Signature

FormIntroduction of

Document

Number

New

Comparison of Select Volume Forecast

(6.5 vs 6.6)

The Volume Forecast Form is no

longer attached to the Select

Agreement and is a standalone

document for AR 6.6

Volume Forecast Form 6.5 Volume Forecast Form 6.6

New

Introduction of

Document

Number

Introduction of Signature Form

What is the role of the Signature Form?

The signature form replaces the signature block on individual documents and

consolidates the signature of all documents associated with a customer‟s program.

Each program type (e.g. EA, EAS) requires a separate signature form.

When is a Signature Form required?

The Signature Form is required for signing an agreement, enrollment, and some

optional forms.

Note: the Signature Form may be used for tracking/recording documents associated with a single deal

but not all optional forms require a signature form.

Screen Shot of Signature Form

Requires MS

Approval

Screen Shot of Signature Form

(Direct EA)(Australia only)

Requires MS

Approval

Completing a Signature Form

for a New Customer

Example - New EA Customer

MBSA

Master

Agreement

Enrollment

Optional

Forms

Steps to complete the Signature Form

1) Select the program required

2) Enter the MBA/MBSA number if applicable

(To be left blank for new customer)

3) Select “MBSA” under the Document Description

column and enter the document number under number

or code column

4) Select “Enterprise Agreement” under the

Document Description column and enter the

document number under number or code column


5) Select “Enterprise Enrollment” under the Document

Description column and enter the document number

under number or code column


6) Enter “Media Form” under the Document

Description column and enter “None” under

number or code column


7) Enter “Supplemental Contact Information” under the

Document Description column and enter “None” under

number or code column


8) Enter “Amendment” under the Document Description

column and enter the respective code

under number or code column

9) To be complete (if Amendment is being used)


9) Enter customer details


10) Complete the “prepared by” information


Sample of Completed Signature Form

(New EA Customer)

Channel Price Sheet

NOT required to be

listed and attached to

Signature Form


(New EA Customer)(Direct)(Australia only)

Customer Price Sheet and

Supply Agreement

REQUIRED to be listed

and attached to Signature

Form.

Media Form MUST be

listed and attached to

Signature Form if it is a

selected attachment on

Supply Agreement


(EA Customer with existing MBSA/Agreement)

For an existing customer,

the MBA/MBSA and

Agreement number should

be populated


(EA Renewal Customer)

EA Renewal via

Renewal Form.

Enrollment number to

be entered after

document number


(New Select Customer)

Ensure all documents

and document numbers

are listed on the

Signature Form when

submitting a Select

contract for a new

customer


(Select Customer with existing MBSA/Agreement)

For an existing customer,

the MBA/MBSA and

Agreement number should

be populated


(Renewal Customer)

Select Renewal via

Renewal Form. Ensure

MBSA and Agreement

number is provided on

the Signature Form

Overall Guiding Principles to completing

Signature Form

One signature form per program per customer entity. Cannot use same signature

form for both a Select and an Enterprise program.

Any document with a document number must have a customer signature through

the signature form.

Supporting documents such as media form, supplemental contact information form

etc when listed on the signature form, must be attached and submitted to Microsoft.

The MBSA and Master agreements need not be sent to Microsoft. Microsoft

already stores copies based on the document number. However, a Volume

Forecast Form must be submitted if a customer enters a new Select Master

agreement.

The first four rows of the left column of the signature form table are pull down

menus. Documents not listed in the pull-down menu are to be listed starting in the

fifth (5th) row.

Indicate enrollment number on “Number or Code” column of Signature Form when:

Submitting Amendment during mid-term

Submitting EA Renewal Form

Details to be listed on Signature Form

(EA)

Form Type New Customer Existing Customer Renewal

MBSA P

Enterprise Agreement P

Enterprise Enrollment P P

Supply Agreement (Direct EA, Australia Only) P P

Renewal Form P

Optional Forms(To be used as appropriate)

Media Order Form

Customer Price Sheet

Supplemental Enterprise Agreement Terms and Conditions

Multiple Previous Enrollment Form

Supplemental Contact Information Form

Qualifying Government Entity Form

Note : Customer will not be required to submit MBSA and EA/EAS Agreement to APOC for new customer.

However they must be indicated on the Signature Form

Details to be listed on Signature Form

(Select)

Form Type New Customer Existing Customer Renewal

MBSA * P

Select Agreement

P

Select Enrollment P

P


P

Renewal Form P

Student Enrollment **

P

Optional Forms (To be used as appropriate)

Media Order Form




Note: Customer will not be required to submit MBSA/Agreement to APOC for a new Customer. However, they must

be indicated on the signature form

*Not applicable for Academic Select

** Not applicable for Select

Validation

Validation Notes

If an incorrect document code is listed for the corresponding form,

it will be invalid

If a document (with exception to MBSA and Agreement) is listed on

the signature page but not attached, it will be invalid

If a document (with exception to MBSA and Agreement) is attached

to the contract but not listed on the signature page, it will be invalid

An exception to this will be the Government Entity Form and the

EA/ EAS Desktop Addendum – attached but not listed or listed but

not attached - will not be invalid

90 days grace period to submit 6.5 templates (based on APOC

receipt date)

Last day to accept 6.5 templates is 30th November‟07

BD email approval required for submission of 6.5 templates after

90 days grace period

Things to note

Document Section RequiredEA/EAS or Select Enrollment Enterprise or Select Enrollment Number P

Previous Enrollment Number (where Applicable) P

Earliest Expiring Previous Enrollment End date (where

Applicable) P

Primary Contract Information P

Notices and Online Access Contact Information P

Language Preference P

Microsoft Account Manager (where Applicable) P

Reseller Information/Signature P

Distributor Information/Signature (where Applicable) P

Defining Customer's Enterprise (EA/EAS) P

Selecting the Language Option P

Establishing Customer Price Level (EA/EAS) P

Enterprise Product Orders (EA/EAS) P

Software Assurance Membership Election (Select) P

Signature Form MBA/MBSA Number (where Applicable) P

Agreement Number (where Applicable) P

Agreement Public Customer Number (PCN)

Proposal ID (If Amendment is submitted) P

Document Description/Number or Code P

Customer Detail/Signature P

Optional 2nd Customer or Outsourcer Signature (where

Applicable) P

Prepared ByMedia Order Form Start Kit Media Delivery Address P

What is your Media Preference

Do you request Starter Kit

Do you request Subscription Updates

Media Selection (where Applicable) P

Multiple Previous Enrollment Form Previous Enrollment Details P

Supplemental Contract Information Form Contract to be tagged to P

Additional Contact Information P

Supplemental Contact

Information Form

Supplemental Contact Information

Form – Front Page

Check the box(es) that apply to the contract being

affected by the contact information form.

For multiple enrollments, ensure the name above is

exactly the same as the primary contact of the enrollment.

New purpose of the Supplemental Contact Information form (besides adding alternative contacts to the

Enrollment, e.g. SA Benefits, Online Services, MSDN, etc.):

Adding primary and notices contacts to the MBSA and Agreement if different from the Enrollment

Adding primary and notices contacts to the MBSA and/or Agreement if

customer choose to submit them prior to submission of Enrollment

You can use one form for all

agreements if the primary and notices

contact are the same

SAB & MSDN contact will default to Primary contact if this form is not

submitted

This is an optional field: An additional contact can be specified who receives electronic notices in addition to the Notices contact. Designed to be used to issue duplicate set of notices. If completed, all fields, except fax, must be completed

Software Assurance

Contact Information is

optional: This contact will be

set up as the Software

Assurance benefits contact on

MVLS. If this is not completed

it will default to the notices

contact; if notices contact is

not completed it will default to

primary customer contact. If

this block is completed, all

fields, except fax must be

completed.

Third party contact: Check box if contact is a third party such as a reseller. Note the warning.

Completing the Supplemental Contact

Information Form

MSDN Contact is optional: This

contact receives all notices

pertaining to MSDN

subscriptions and will be set up

as the MSDN contact on MVLS.

If this is not completed, it will

default to the notices contact; if

notices contact is not completed,

it will default to primary customer

contact. If this block is

completed, all fields, except fax,

must be completed.

Online services administrator

is optional: This contact receives

all notices pertaining to online

services and will be set up as the

online services administrator on

MVLS. If this is not completed, it

will default to the notices contact;

if notices contact is not

completed, it will default to



must be completed.


Information Form

Customer Support Manager:

This contact receives all notices

pertaining to Enterprise

Essential Support Services. It

should be completed if the

customer includes the

Enterprise Essential Support

Services form. If the customer

does include the form and this

section is not completed, it will

default to the notices contact; if

notices contact is not

completed, it will default to


this block is completed, all

fields, except fax, must be

completed.

Supplemental primary contact

information : Applies to MBSA

or Master Agreement only, and

only when the customer wants a

different primary contact from

the enrollment. If this section is

not completed, it will default to

primary customer contact in the

enrollment. If this block is


must be completed.


Information Form

Not applicable to Enrollments

Not applicable to APOC

Notices and online

access contact

information : Applies to

MBSA and Master

Agreement only, and

only when the customer

wants a different notices

contract from the

enrollment. If this block

is completed, all fields,

except fax, must be

completed.


Information Form

Not applicable to Enrollments

Appendix

Program Packs Content

EA and EAS 6.6 Program Pack Content

1. Signature Form

2. Program Agreements

MBSA

Agreement

Enrollment

Supply Agreement (for direct deal)

Renewal Form (if renewing by order only)

3. Optional Attachments (required under certain conditions)

Desktop Addendum

Media Form




4. Other documents (Outside of pack)

Checklist

Program Agreements

(MBSA)

What is the role of the MBSA?

It sets out the high level terms and conditions that apply to all Microsoft volume

licensing agreements and enrollments entered into under it. It also sets out the

core terms that apply to Services from Microsoft.

An active MBA or MBSA must be in place for your customer or one of its global

affiliates in order to sign a volume licensing agreement or enrollment.

It is an “evergreen” agreement. This means that it does not have a fixed term or

expiration date.

When is an MBSA required?

The MBSA is required for new customers when they or one of their affiliates does

not have an active MBA or MBSA in place already.

Customers with an existing MBA may sign a new MBSA to have the latest terms

apply. This is optional; however, new agreements and enrollments will also be

necessary to associate the EA or EAS program agreements with the new MBSA.

Program Agreements

(EA Agreement)

What is the role of the EA/EAS Agreement?

The EA/EAS Agreement sets out the core terms and conditions that apply

to volume licensing purchases under the EA or EAS program.

An active EA/EAS Agreement must be in place for your customer or one

of its global affiliates in order to enroll and place orders.

When is an EA/EAS Agreement required?

The EA/EAS Agreement is required for new customers when they or one

of their affiliates does not have an active EA/EAS Agreement in place

already.

A customer may opt to enter into a new EA/EAS Agreement at any time to

benefit from the expanded product offerings. This is not mandatory.

An EA/EAS Agreement is perpetual, meaning it does not expire.

Program Agreements

(EA Enrollment)

What is the role of the EA/EAS Enrollment?

An Enrollment allows a customer to order and purchase Microsoft licenses under an active EA/EAS Agreement.

An active EA or EAS Agreement must be in place for your customer or one of its global affiliates in order to sign an Enrollment.

When is an EA/EAS Enrollment required?

An enrollment is required for all new customers:

A new customer submitting a new Agreement

A renewing customer submitting a new Agreement

An enrollment may be required for renewing customers:

An enrollment is required if a customer elects to change the configuration of the previous enrollment at the end of the enrollment term.

An enrollment is required at the end of a customer‟s renewal term.

Program Agreements

(EA Renewal Form)

What is the role of the Renewal Form?

The Renewal Form documents a customer‟s decision to renew the same configuration of the enrollment for an additional 12 or 36 months.

The Renewal Form must be submitted to Microsoft along with the customer‟s renewal order.

A new enrollment is required if the customer has already completed a 12 or 36 renewal month term.

When is an EA/EAS Renewal Form required?

The Renewal Form is required at the end of the customer‟s initial enrollment term to renew its enrollment without change. The form documents the customer‟s choice to continue its enrollment for another term.

A customer may also opt to renew by submitting a new EA/EAS Enrollment. In this case, the Renewal Form is not required for renewal.

Optional Forms

Attachments to the EA/EAS Enrollment:

Enterprise or Enterprise Subscription Desktop Addendum:

Automatically incorporated by reference into the enrollment if the Enterprise or Enterprise Subscription Agreement is version 6.4 or earlier. The addendum provides for product mix, step-up, and other features contained in the new agreements but not available in the 6.4 or earlier agreements.

Multiple Previous Enrollment Form (MPE):

Identifies if the customer is renewing Software Assurance from multiple previous enrollments or agreement into a new single Enrollment. The MPE lists the previous enrollments and conditions for identifying it to the new Enrollment.

Media Form:

Identifies if the customer elects to receive physical media with its license purchase. It asks for the choice of media, language requirements, and the type of subscription the customer chooses to receive.

Qualifying Government Entity Form:

Identifies the customer as a government entity, as that term is defined in the form and includes certain alternative terms.

Supplemental Contact Information Form:

Identifies the customer‟s selection to have separate contacts for certain documents, special products, and product support.

Other Documents

Agreement Checklist

It helps you ensure that all required documents are included in the customer pack submitted to Microsoft and that you have completed all required fields for processing.

We recommend you view the check list carefully before submitting to Microsoft in order to avoid the agreement being invalidated at Microsoft (which will require you to recomplete and resubmit the agreement).

Select 6.6 Program Pack Content

1. Signature Form


MBSA

Select Agreement

Select Enrollment


Select Renewal Form (if renewing by order only)


Media Form




4. Other Documents (Contained outside the pack)

Checklist

Program Agreements

(Select Agreement)

What is the role of the Select Agreement?

The Select agreement sets out the core terms and conditions that apply to

volume licensing purchases under the Select program.

An active Select agreement must be in place for your customer or one of its

global affiliates to enroll and place orders under a Select enrollment

When is a Select Agreement required?

The Select agreement is required for new customers when it or one of its

affiliates does not have an active Select agreement in place already.

A customer may opt to enter into a new Select agreement at any time to


Program Agreements

(Select Enrollment) What is the role of the Select Enrollment?

An enrollment allows a customer to order and purchase Microsoft licenses under an active Select agreement.

An active Select agreement must be in place for your customer or one of its global affiliates to sign an enrollment.

When is a Select Enrollment required?

An enrollment is required for all new customers:

A new customer submitting a new agreement

An enrollment may be required for renewing customers:

An enrollment is required if a customer elects to change the configuration or contacts of the previous enrollment at the end of the enrollment term.

An enrollment is required if a customer renews by signing a new Select agreement.

An enrollment is not required if a customer renews by signing a Select renewal form (in this case, all existing enrollments are automatically renewed).

Program Agreements

(Select Renewal Form)


The renewal form documents a customer's decision to renew the same configuration of the enrollment for an additional 12 or 36 months.

The renewal form must be submitted to Microsoft before orders can be submitted for the enrollment(s).

A new agreement is required if the customer has already completed a 12 or 36 month term.

When is a Select Renewal Form required?

The renewal form is required at the end of the customer's initial agreement term to renew without changes. The form documents the customer's choice to continue its agreement for another term. All enrollments are automatically renewed.

A Select enrollment renewal only needs an order within 30 days of expiration for SA only orders.

A customer may also opt to submit a new Select agreement. In this case, the renewal form is not required for renewal.

Program Agreements

(Volume Forecast Form)

What is the role of the Volume Forecast Form?

The volume forecast form establishes the customer‟s price level for each product pool for the first year of the Select agreement.

When is a Select Volume Forecast Form required?

The volume forecast form is required with every new Select agreement.

Academic Select 6.6 Program Pack Content

1. Signature Form


Academic Select Agreement

Academic Select Enrollment

Academic Select Student Enrollment

Academic Student License Agreement

Academic Select Volume Forecast Form

Renewal Form


Media Form



4. Other documents (Contained outside the pack)

Checklist

Program Agreements

(Academic Select Agreement)

When is an Academic Select Agreement required?

The Academic Select agreement is required for new Institutions when they or one of

their affiliates does not have an active Academic Select agreement in place already.

A Institution may opt to enter into a new Academic Select agreement at any time to


An Academic Select agreement expires after the initial 3 year term. The agreement

can be renewed one time for an additional 1 to 3 years. After that, a new Academic

Select agreement is required. All enrollments are renewed automatically when an

Academic Select agreement is renewed. If a new Academic Select agreement is

executed, new enrollments must also be completed.

What is the role of the Academic Select Agreement?

The Academic Select agreement sets out the core terms and conditions that apply to

volume licensing purchases under the Academic Select program.

An active Academic Select agreement must be in place for your Institution or one of

its global affiliates in order to enroll and place orders under an Academic Select

enrollment.

Program Agreements

(Academic Select Enrollment)

When is an Academic Select Enrollment required?

An enrollment is required for all new Institutions:

A new Institution submitting a new Agreement

A renewing Institution submitting a new Agreement

An enrollment may be required for renewing Institutions:

An enrollment is required if a Institution elects to change the configuration of the previous enrollment at the end of the enrollment term.

An enrollment is required at the end of a Institution's renewal term.

A new enrollment is required at the signing of a new Academic Select Agreement for the renewal of the Academic Select agreement

What is the role of the Academic Select Enrollment?

An enrollment allows a Institution to order and purchase Microsoft licenses under an active Academic Select agreement.

An active Academic Select agreement must be in place for your Institution or one of its global affiliates in order to sign an enrollment.

What is the role of the Academic Select Student Enrollment?

A Student enrollment enables students (and faculty) to acquire Microsoft software in the course of the students (and faculty‟s) enrollment (employment) at the institute.

Program Agreements

(Renewal Form)

When is an Academic Select Renewal Form required?

The Renewal Form is required at the end of the Institution's initial agreement term to renew its agreement without change. The form documents the Institution's choice to continue its agreement for another term.

A Institution may also opt to renew by submitting a new Academic Select agreement. In this case, the Renewal Form is not required for renewal.


The Renewal Form documents a Institution's decision to renew the same configuration of the agreement for an additional 12 or 36 months. All enrollments are then automatically renewed with the renewal of the Academic Select agreement.

The Renewal Form must be submitted to Microsoft before an order for Software Assurance can be placed.

A new agreement and enrollment is required if the Institution has already completed a 12 or 36 month renewal term.

Comparison of Optional

Forms between 6.5 and 6.6

Comparison of Multiple Previous

Enrollment Form (6.5 vs 6.6)MPEF 6.5 MPEF 6.6

Comparison of Media Form

(6.5 vs 6.6)Media Form 6.5 Media Form 6.6

Comparison of Qualifying Government

Entity Form (6.5 vs 6.6)Qualifying Government Entity Form 6.5 Qualifying Government Entity Form 6.6

Comparison of Supplemental Contact

Information Form (6.5 vs 6.6)Supplemental Contact Information Form 6.5 Supplemental Contact Information Form 6.6

Comparison of EA or EAS

Desktop Addendum (6.5 vs 6.6)

v6.5 v6.6

Comparison of Supply Agreement

(6.5 vs 6.6)(Direct EA)(Australia only)v6.5 v6.6

Completing the Forms

Signature Form Completion

Program type: Choose program

type from drop-down list (e.g.

Enterprise or Enterprise

Subscription).

MBA/MBSA

number: Reseller

or Software Advisor

will complete if

there is already an

active MBA or

MBSA (Microsoft

affiliate will

invalidate

agreements

submitted with

incorrect numbers)

Microsoft will

complete if a new

MBSA is listed in

the summary table.

Agreement number: Reseller or

Software Advisor will complete if

there is already an active EA or EAS

agreement (Microsoft affiliate will

invalidate agreements submitted

with incorrect numbers).

Microsoft will complete if a new EA

or EAS agreement is listed in the

summary table.

Agreement Public Customer

Number (PCN): Reseller or

Software Advisor completes

Proposal ID: Microsoft will

complete.


Number or Code: Enter document

number or amendment code. For

an E3 CPS, enter the proposal ID

number of the CPS.

Document numbers are found on

the bottom right corner of the

document.

Document Description <Choose

One>: Choose document

description from drop-down box.

If document does not include

document number or code, field

may be left blank or at the default.Document Description: Enter

description of document (free-form

text field).


Name of entity:Must be the name of the legal organization entering into the contract.

Signatory and

the printed name

of signatory:

Must be an

authorized signer

for the company

entering into the

contract. All

fields on the left

column must be

completed. Agreement effective

date: Microsoft

affiliate will complete

this date.

Tax ID:Completed for customers if applicable.


Note: See supplemental forms section for additional detail and instructions.

Optional 2nd customer signature: Completed for customers which require 2nd signature.

Outsourcer signature: Completed if outsourcer signature applies.


Prepared By: Name of person who completes the signature form.

EA/EAS Enrollment Completion(Both Direct and Indirect) Contract type: Can

be business or

government

Enrollment must

be listed on

signature form.

Previous

enrollment

number and

expiration date:

Reseller will

complete. Microsoft

affiliate will

invalidate any

agreements

submitted with

incorrect numbers

and end dates of

previous

agreements.

If there is more

than one previous

enrollment, then a

Multiple Previous

Enrollment form

is necessary -

enter the earliest

expiring enrollment

here (must be

within the 30 day

grace period).

Enrollment number: Microsoft will

complete.

EA/EAS Enrollment Completion(Both Direct and Indirect)

Notices

contact: If

completed, this

will be the MVLS

contact and will

receive all

notices from

Microsoft

concerning this

contract.

Customer notices: Check this box if contact is the same as the primary contact, otherwise, all fields, except fax, must be completed.

Customer contact: This person

will be the primary notices

contact.

Street address is a mandatory field: Microsoft affiliate will invalidate any agreement submitted without a full street address and telephone number. PO boxes will not be accepted. All fields, except fax, must be completed.

Customer contact email

address: This must be the

contact name‟s email

address; this can be a

hotmail or similar type

domain but not a reseller or

other email address.


Language for notices: Will default to language of the contract (or English if contract language is not available for notices) unless specified from the drop-down list provided.

Microsoft account manager: This is optional, but is recommend if assistance from Microsoft is ever needed.

MS financing: If financing through Microsoft, select “Yes” but default is set to “No” (note financing may not be available in all areas).


Billing information is

mandatory: This

information designates

where invoices should be

sent. All fields, except fax,

must be completed.


North America only: Customer selects either

tax-exempt box or taxable

box. Include tax-exempt

certificate documentation

if exempt box is checked.

GST completed in

Canada only.

Supplemental

contact information:

If customer wants a

different contact for

any of these additional

types of contacts, the

Supplemental Contact

Information form must

be completed and

submitted with the

enrollment.


Software Advisor information must

be provided for direct model.

Reseller information must be

provided for indirect model. All


completed. Microsoft affiliate will

invalidate if all fields are not

complete.

Form must be signed

by the Software

Advisor for direct

model and the

Reseller for indirect

model.


Check here if

customer and all

its affiliates (now

and in the future)

will be

participating

under the

enrollment.

Check here if customer and certain affiliates will be

participating under the enrollment.

If only the customer is participating – insert

“NONE” into line 1.

If certain affiliates will be participating, list them

here. If there are more than 5 participating

affiliates, list them on a separate sheet of paper.

Check here if

customer wants to

exclude all

affiliates acquired

after the effective

date of the

enrollment. If this

box is not

checked, affiliates

acquired after the

effective date

MUST be included

in the next true-up

unless they are

party to an existing

Enterprise

Enrollment.

Check here if customer

wants to include all its

affiliates except for the

ones listed below.

EA/EAS Enrollment Completion(Indirect)

Language option:

Check a box to

identify if customer

will use “Listed

Languages” or “All

Languages.” The

language choices are

viewable from the link

provided.


Insert the number of

Qualified Desktops or

Users for the enrolled

affiliate‟s enterprise

defined in the

agreement. Both must

be at least 250.

Select price level

based on the number

of Qualified Desktops

or Qualified Users

entered above.

Price level A will automatically apply for additional

products ordered from a pool where no Enterprise

product was chosen.


Customer chooses

either Platform

Product Selection or

Individual Enterprise

Product, not both.

Select Enrollment CompletionContract type:

Should always be

„Business‟ in the

United States. May

be business or

government

everywhere else.

Enrollment must

be listed on

signature form.

Previous

enrollment

number and

expiration date:

Reseller will

complete. Microsoft

affiliate will

invalidate any

agreements

submitted with

incorrect numbers

and end dates of

previous

agreements.

If there is more

than one previous

enrollment, then a

Multiple Previous

Enrollment form

is necessary -

enter the earliest

expiring enrollment

here (must be

within the 30 day

grace period).


complete.

Select Enrollment Completion

Notices

contact: If

completed, this

will be the MVLS

contact and will

receive all

notices from

Microsoft

concerning this

contract.

Customer notices: Check this box if contact is the same

as the primary contact; otherwise, all fields, except

fax, must be completed.

Customer contact: This person

will be the primary notices

contact. Street

address is a mandatory

field: Microsoft affiliate will

invalidate any agreement submitted

without a full street

address and telephone

number. PO boxes will not be accepted.

All fields, except fax,

must be completed.

Customer contact email

address: This must be the

contact name‟s email

address; this can be a

hotmail or similar type

domain but not a reseller or

other email address.


Language for notices: Will default to language of the contract (or

English if contract language is not available for notices) unless

specified from the drop-down list provided.

Microsoft account manager: This is optional, but is recommend if

assistance from Microsoft is ever needed.

MS financing: If financing through Microsoft, select “Yes,” but default is

set to “No” (note financing may not be available in all areas).

Supplemental contact

information: If customer wants a

different contact for any of these

additional types of contacts, the

Supplemental Contact Information

form must be completed and

submitted with the enrollment.


Reseller information must be

provided for indirect model. All


completed. Microsoft affiliate will

invalidate if all fields are not

complete.

Form must be signed

by the Reseller for

the indirect model.

Note: For two-tier structures, an

additional contact set for the

distributor will be included and the

same information and signatures are

required.


Software Assurance

Membership election:

Check the box or boxes

to indicate each

software product pool

the customer does or

does not wish to

commit to purchasing

SA for all existing and

future orders.

Select Volume Forecast Form Completion

Previous Select

Agreement

number:

Complete if

customer is

renewing a

previous Select

agreement.

Previous

Agreement

expiration

date: Complete

if customer is

renewing a

previous

enrollment.

As the volume

forecast form is

a separate form

for 6.6, it

requires to be

attached to a

signature form


Option 1: Select

Option 1 if customer is

not a party to an

existing Enterprise

Qualifying Enrollment.

Customer will have

compliance checks

annually. Option 2 is

then left blank.

Select the number of

points attributable to

the licenses you

forecast for one or

more pools by using

the drop-down boxes.

At least one pool must

be selected if Option 1

is chosen.

Option 2: Select

Option 2 if customer is

a party to an existing

Enterprise Qualifying

Enrollment, or is

concurrently entering

into an Enterprise

Qualifying Enrollment

with this Select

agreement.


Enter Enterprise


number and expiration

date. Microsoft will

complete this field if

customer is

concurrently entering

into Enterprise

enrollment (qualifying

enrollment paperwork

being submitted with

the Select

agreement).

Check the product

pools that are the same

as the Enterprise


referenced above.


Provide the desktop

count as provided in

the Enterprise

Qualifying Enrollment,

or, if referencing a

user count, the user

count from that

enrollment.

Select from the drop-

down list for the

applicable price level

(based on amounts

entered above).

Choose the number of

points attributable to

the licenses you

forecast only for

those pools where no

Enterprise product is

ordered under the

Enterprise Qualifying

Enrollment.

Academic Select Student Enrollment 6.6


complete.

Contact Information: The

contact information for the

Student Enrollment follows the

same rules as the contact

information for the Academic

Select Enrollment.

Academic Select Student License Agreement

Enter the Academic Select Agreement

number.

Enter the Student Select Enrollment

Number

Enter the date this form is issued to the student

Enter the product description and version

number for each product being licensed

to the student

Optional Forms

Enterprise and EA Subscription

Media Form 6.6

Customer name:

Must be the same

legal entity name

listed on the

Enrollment as primary

contact.

A selection must be

made even if the

customer does not

require a starter kit.

Media Method:

Check which method

the software is to be

delivered. Check

only one.

For U.S. Customers

Only: Complete “in

city limits” and

“estimated tax rate.”

Enrollment will be

invalidated if not

completed.

“Delivery Address”

information: Check

the box if the delivery

address is the same

as the notices

contact, otherwise fill

out all fields

completely, even if

accepting downloads.

If selecting download,

enter download

location address.

Media Form:

Optional – only

complete if customer

wants physical

media.

Enterprise and Enterprise Subscription

Media Form 6.6

Customer completes

by marking an X in

the applicable box(es)

to determine the

language of physical

media.

Select Media Form 6.6

Customer name:

Must be the same

legal entity name

listed on the

enrollment as primary

contact.

A selection must be

made even if the

customer does not

require a kit.

Media Method:

Check by which

method the software

is to be delivered.

Check only one.

For U.S. customers

Only: Complete “in

city limits” and

“estimated tax rate.”

Enrollment will be

invalidated if not

completed.

Delivery Address

information:

Check the box if

the delivery

address is the

same as the

notices contact;

otherwise fill out all

fields completely,

even if accepting

downloads. If

selecting

download, enter

download location

address.

Media Form:

Optional – only

complete if

customer wants

physical media.

Select Media Form 6.6

Customer completes

by marking an X in

the applicable box(es)

to determine the

language of physical

media.


Government

customers: This form

applies only when the

customer is a

government entity and

has selected

“government” on the first

page of the Agreement.

This form must be

attached to the

Agreement and included

on the signature form.

Qualifying

Government Entity

Form: Identifies a

customer as a

government entity.


MSDN: Select which

enrollments you want

to transfer your MSDN

contact information to

the new enrollment

SA Benefits contact:

Select only one

enrollment in which

you want to transfer

your SA Benefits

contact information to

the new enrollment

Expiration Date:

Enter the expiration

date of the expiring

agreement or

enrollment.

Enrollment/

Agreement

Description: Enter

the type of enrollment

such as Select

Enrollment, Enterprise

Enrollment, etc. Open

authorizations and

Open Value

agreements are also

acceptable.

Enrollment/

Agreement number:

Enter the enrollment

number. Can also be

an Open authorization

or Open Value

Agreement number if

applicable.

Highlighted text:

Note the highlighted

text when choosing to

transfer contact

information.Multiple Previous

Enrollment Form:

Optional – only

complete if customer

consolidates multiple

enrollments into one.

Agreement Refresh version 6 -...

Documents

Transcript of Agreement Refresh version 6 -...