6.x Select License & Enterprise Agreements Form for Renewing existing agreements 12 or 36 Month Option April 19, 2005.

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Presentation transcript:

6.x Select License & Enterprise Agreements Form for Renewing existing agreements 12 or 36 Month Option April 19, 2005

19th April, Overview Options upon expiration: –Sign a new 36 month enrollment; or –Continue existing enrollment for an additional 12 or 36 months by submitting the 6.x Agreement Renewal Form Renewal Form Benefit –The Renewal Form allows the agreement administer to determine at signing the duration of the renewal term for all of their enrollments –Reduces renewal cycle time Affected Agreements –Enterprise Agreement –Enterprise Agreement Subscription –Select License

19th April, Agenda 6.x Renewal Requirements Enterprise Agreement & Enterprise Agreement Subscription –Renewal Process –Timelines –Renewal Form Sample Select License –Renewal Process –Timelines –Renewal Form Sample SKU Examples Resources

19th April, x Renewal Requirements Please submit a Renewal Form when renewing 6.x Agreements. –This process applies to all 6.x Select Agreements and EA Enrolments. –This is a one-time option and successive renewals of existing agreements are not permitted. Submission Process –EA – For each enrollment a Customer Price Sheet (CPS) or Manual Order Form and a Renewal Form is required –Select –For each master agreement a Renewal Form is required and LAR places Renewal Order through MOET

19th April, Enterprise Agreements (EA) & Enterprise Agreement Subscription (EAS) Renewal orders will need to include the followings –Enterprise products: Total number of desktops owned as of the renewal order date plus un-trued up PCs added in year 3. Customers may true down PC counts upon renewal New Enterprise products may not be added or removed upon renewal. A new enrollment is required to change the Enterprise product mix –Additional products: Total number of licenses owned as of the renewal order date plus un-ordered Licenses in year 3 that customers desire to renew Renewal price will be based on the price in effect as of the customer usage date on the renewal order (manual), unless a CPS is provided upon renewal –If the customers desktop count reaches a different price level upon renewal, the new price level will apply. The price and price level will be locked for the renewal term

19th April, EA & EAS Timelines 1.EA Enrollment customers will be notified 60 days prior to the expiration date of their renewal option. (Notifications are not sent to the EA Master as the agreement is perpetual.) 2.Each enrollment must submit a EA renewal form and CPS/Manual Order Form to renew within 30 days following the expiration date 3.A credit check is required for all Direct EA renewals

19th April, Credit Application Process Account Team s indicating customer intention to renew; including the following –Legal Entity Name of Customer –Customer Billing Address –Master Agreement & enrollment number –Estimated Sales Volume per year for period of renewal Credit & Collections will advise AM/LS within 5 days if review is positive & renewal can proceed Note: if customer name has changed &/or Sales Volume is increasing; a full credit review may be required

19th April, EA Renewal Form* Channel Partners to fill out Customers to fill out Form has to be signed by EA Enrollees 2 Copies of the signed form need to be submitted to Microsoft via channel partners Form submission due is within 30 days after the expiration date * The EAS requires a different form

19th April, Select License Select Master and Enrollment co-terminate –The Master customer is given the option to renew for 12 or 36 months –This option is not available to the enrollee –When the Master is renewed, all enrollments will be automatically renewed The agreement can be renewed only once after the initial agreement term Master customer has to submit a Select Renewal Form within 30 days following the expiration. It is highly recommended that the Master customer submits the form immediately to Microsoft so its affiliate have enough time to place a renewal order. The Enrollment customer has to submit an SA renewal order within 30 days following the expiration. –L or L&SA orders can be placed at any time during the renewal term –The 30 days grace period is for SA renewal order submission. –Enrollments will not expire regardless of whether a renewal order is placed within 30 days, as L or L&SA orders can be placed throughout the renewal term L&SA, SA annual prices are fixed based on the pricing in effect as of the customer usage date on the renewal order

19th April, Select License Timelines 1.Both the Master and Enrollment customers will receive a renewal reminder notification 60 days prior to the expiration date 2.The Master customer will then need to submit a Renewal Form to Microsoft within 30 days after expiration 3.When the form is submitted, Microsoft will notify all enrollees of their renewal option 4.The Enrollments will submit a SA renewal order within 30 days following the expiration. L or L&SA orders can be placed at any time during the renewal term.

19th April, Select Renewal Form Channel Partners to fill out Customers to fill out Form has to be signed by the Select Master 2 Copies of the signed form need to be submitted to Microsoft via channel partners. (Any CP tied to one of its Enrollments.) Form submission is due within 30 days from the expiration date

19th April, Resources –Presentation of Renewal Form –Licensing Brief For questions or more information –Contact your Microsoft account manager or preferred reseller

19th April, Core CAL Renewal Path Windows (L&SA) Exchange (L&SA) SMS (L&SA) SQL (L&SA) EA 5.x Windows (SA) Exchange (SA) SMS (SA) SPS (L&SA) EA 6.x Renew w/ Core CAL User or Device Windows (SA) Exchange (SA) SMS (SA) SPS (SA) Office Pro (L&SA) Windows Pro (L&SA) BackOffice CAL (L&SA) Renew Platform w/Core CAL User or Device Office Pro (SA) Windows Pro (SA) Core CAL (SA) with SPS L EA 6.x Office Pro (SA) Windows Pro (SA) Core CAL (SA) without SPS L Renew Platform w/Core CAL User or Device Renew w/Core CAL User or Device BackOffice CAL Desktop Platform w/ BackOffice CAL L = License SA = Software Assurance L&SA = License and Software Assurance

19th April, Core CAL 6.x Renewal SKU New Core CAL Software Assurance Renewal SKU without SPS L pricing was added to the December 1, 2004 price list –Existing SKU Name (with SPS License): “Core CAL”, “Desktop Pro*” –New SKU Name (without SPS License): “Core CAL 6.x renewal”, “Desktop Pro 6.x renewal*” Customers starting a new enrolment from 5.x Enterprise Agreements should use the existing SKUs Item Name Purchase Unit Purchase Period Core CAL Listed Languages SA MVL Device CAL 1 Year Added at Signing Dsktp Pro Listed Languages SA MVL Core CAL 1 Year Added at Signing Item Name Purchase Unit Purchase Period Core CAL Listed Languages SA MVL Device CAL1 Year 3 Years Remaining Core CAL Listed Languages SA MVL Device CAL1 Year 1 Year Remaining Core CAL Listed Languages SA MVL Device CAL 6.x renewal1 Year 3 Years Remaining Core CAL Listed Languages SA MVL Device CAL 6.x renewal1 Year 1 Year Remaining Dsktp Pro Listed Languages SA MVL Core CAL1 Year 3 Years Remaining Dsktp Pro Listed Languages SA MVL Core CAL1 Year 1 Year Remaining Dsktp Pro Listed Languages SA MVL Core CAL 6.x renewal1 Year 3 Years Remaining Dsktp Pro Listed Languages SA MVL Core CAL 6.x renewal1 Year 1 Year Remaining Example CurrentBeginning December 2004

19th April, Additional Products Software Assurance 1/2/3 Year Remaining SKUs Prior to November, Software Assurance Renewal SKUs are available as “add-at signing” only Beginning November, Software Assurance Renewal SKUs for “1 year remaining”, “2 year remaining”, and “3 year remaining” will be available These SKUs can be used when customers are renewing FPP/OEM licenses into Software Assurance or when customers are renewing Software Assurance from expiring agreements into mid-term Enterprise Agreement additional products Item Name Purchase Unit Purchase Period Visio Pro Win32 Listed Languages SA MVL1 Year Added at Signing Item Name Purchase Unit Purchase Period Visio Pro Win32 Listed Languages SA MVL1 Year 3 Years Remaining Visio Pro Win32 Listed Languages SA MVL3 Year 3 Years Remaining Visio Pro Win32 Listed Languages SA MVL1 Year 2 Years Remaining Visio Pro Win32 Listed Languages SA MVL2 Year 2 Years Remaining Visio Pro Win32 Listed Languages SA MVL1 Year 1 Year Remaining Example CurrentBeginning November 2004

19th April,