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2. 2 Invalid Agreement Trends  Top 5 Reasons  Critical Fields on Contract  Select  Enterprise  Campus  School  Contract Completion  Contract Checklist Agenda

3. Microsoft Partner Conference 2004 3 Invalid Agreement Trends – FY 04

4. Microsoft Partner Conference 2004 4 Top 5 Reasons Missing / Inconsistent Contractual Information –End Customer’s Name Inconsistent –Incorrect Agreement Version –Select Volume Forecast Form: Applicable Product Pools & Levels not elected Missing / Incorrect Agreement Number –Missing Prior Agreement No –Indicated Wrong Prior Agreement No –Indicated Wrong Master Agreement No –Missing Purchase Order No –Missing MBA/Master Agreement No Missing / Inconsistent Contractual Information –End Customer’s Name Inconsistent –Incorrect Agreement Version –Select Volume Forecast Form: Applicable Product Pools & Levels not elected Missing / Incorrect Agreement Number –Missing Prior Agreement No –Indicated Wrong Prior Agreement No –Indicated Wrong Master Agreement No –Missing Purchase Order No –Missing MBA/Master Agreement No

5. Microsoft Partner Conference 2004 5 Top 5 Reasons Contd… Missing Customer / Contacts Details –Missing Fax, Phone No, Postal Code & Email ID –End Customer Signature Missing / Not Original –Missing Notices Contact Information Missing Required Document –Missing Channel Price Sheet Non Compliance With VLO Policy –Enterprise Enrollment : Amendment to Section 5, “Establishing your price level” –Renewal Grace Period Expired Missing Customer / Contacts Details –Missing Fax, Phone No, Postal Code & Email ID –End Customer Signature Missing / Not Original –Missing Notices Contact Information Missing Required Document –Missing Channel Price Sheet Non Compliance With VLO Policy –Enterprise Enrollment : Amendment to Section 5, “Establishing your price level” –Renewal Grace Period Expired

6. Microsoft Partner Conference 2004 6 Critical fields on Contract  Select Agreement Microsoft Business Agreement Number (tagged to existing MBA) Customer contact details Recipient for MVLS notification Price Level Forecasting Options : Option 1 or 2 Determine the price level for each pool

7. Microsoft Partner Conference 2004 7 Critical Fields on Contract Contd... –Select Enrollment Microsoft Business Agreement and Master Agreement Number ( tagged to existing MBA & Master Agreement) Must have matching version for agreement/enrollment. In other words, no Select 6 enrollments on Select agreements and vice versa Renewal Grace Periods Customer contact details Recipient for MVLS notification Software Assurance Membership Reseller Information Media Shipping: Welcome Kit & Monthly Update Kits (Languages required) –Select Enrollment Microsoft Business Agreement and Master Agreement Number ( tagged to existing MBA & Master Agreement) Must have matching version for agreement/enrollment. In other words, no Select 6 enrollments on Select agreements and vice versa Renewal Grace Periods Customer contact details Recipient for MVLS notification Software Assurance Membership Reseller Information Media Shipping: Welcome Kit & Monthly Update Kits (Languages required)

8. Microsoft Partner Conference 2004 8  Enterprise Enrollment Microsoft Business Agreement and Master Agreement Number ( tagged to existing MBA & Master Agreement) Customer contact details Recipient for MVLS notification Establish Your Price Level a)Enter the Number of Qualified Desktops b)Find the Correct Price Level  Channel Price Sheet Authorized and Valid CPS Channel Partner’s Purchase Order Number Critical Fields on Contract Contd...

9. Microsoft Partner Conference 2004 9 Contract Completion Select Agreement

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16. Microsoft Partner Conference 2004 16 Contract Completion Select Enrollment

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25. Microsoft Partner Conference 2004 25 Contract Completion Enterprise Agreement

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29. Microsoft Partner Conference 2004 29 Contract Completion Enterprise Enrollment

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41. Microsoft Partner Conference 2004 41 Channel Price Sheet Proposal ID must be unique Customer name must be the same as the customer name on the Agreement Pg 1 Reseller name must be the same as the Reseller name on the Agreement “Reseller Information Form” v2.11.0 [002-HQ2M+C8-1N3]

42. Microsoft Partner Conference 2004 42 LAR’s Purchase Order Number must be indicated before submit to APOC for processing. v2.11.0 [002-HQ2M+C8-1N3]

43. Microsoft Partner Conference 2004 43 Contract Completion Campus Agreement

44. Microsoft Partner Conference 2004 44 Company and Customer Information Complete ALL fields in Customer information block. Include a complete address, with Country and Postal Codes. PO Box for address will be deemed as invalid. Ensure customer provides E- mail address for MVLS access. Campus Agreement Number This will be completed by Microsoft upon acceptance of the agreement and communicated to the customer via their acceptance letter. This document consists of 7 pages

45. Microsoft Partner Conference 2004 45 Contract Completion Campus Subscription Enrollment

46. Microsoft Partner Conference 2004 46 Company and Customer Information Complete ALL fields in Customer information block. Ensure Institute Name is consistent. Subscription Enrollment Number – Microsoft Licensing GP to complete Distributor Purchase Order Number – distributor to complete. Campus Agreement Number (far left box) If new agreement, Microsoft Licensing GP to complete. If renewal, reseller to complete, check appropriate box and enter previous school subscription number.

47. Microsoft Partner Conference 2004 47 Notices Information Complete ALL fields: Include a complete address, with Country and Postal Codes. PO Box address will be deemed as invalid Ensure customer provides E-mail address for access to MVLS Company contact will receive notices. Can be a different individual from the signer of this agreement. Designating Users Check the appropriate box and provide additional information if needed.

48. Microsoft Partner Conference 2004 48 Calculate your faculty and staff Provide appropriate information. Select and calculate your student option Provide appropriate information.

49. Microsoft Partner Conference 2004 49 Software Products Choose the System and Application software required.

50. Microsoft Partner Conference 2004 50 New System & Application Software Offerings Only newly added software included on the price list from your reseller can be added here (only products that are not listed on the preceding list, and that are newly available through Campus/School Agreement) System & Application Software Summary Enter required information.

51. Microsoft Partner Conference 2004 51 Server Software Select Table Note required information

52. Microsoft Partner Conference 2004 52 New Server Software Offerings Note required information only products that are not listed on the preceding list, and that are newly available through Campus/School Agreement) Total Unit Summary Table Summarize the number of server products required

53. Microsoft Partner Conference 2004 53 3-year option One box MUST be checked. Check the “I choose the three year subscription option” box only if the customer wants a 3-year option. Checking this box requires the customer to submit the Subscription Follow-Up Enrollment form for each subsequent year.

54. Microsoft Partner Conference 2004 54 Large Account Distributor Information Complete this section with Large Account Distributor name, headquarter address, contact name, phone/fax numbers and email.

55. Microsoft Partner Conference 2004 55 Part Number and Price Information Channel Partner indicates the SKU#, Price level, Product Description and the qty of the licenses – PC’s and students. SKUs and quantities MUST match products selected in Section 3.

56. Microsoft Partner Conference 2004 56 Reseller and Distributor Signatures This form must be signed before the Agreement is submitted to Microsoft. Be sure to include: Original Signature (be sure to type/print name and title) Date of Signature

57. Microsoft Partner Conference 2004 57 Media Shipping Information Complete required School Information and Reseller Contact Information. CD Ship-To Information Complete the ship-to information block. Include a complete address, with Country and Postal Codes. PO Box address will be deemed as invalid. Check the appropriate box as requested.

58. Microsoft Partner Conference 2004 58 CD Information Up to 2 languages are allowed. Review and follow product-specific instructions.

59. Microsoft Partner Conference 2004 59 Contract Completion School Enrollment

60. Microsoft Partner Conference 2004 60 Company and Customer Information Complete ALL fields in Customer information block. Ensure Institute Name is consistent. School Agreement Number (far left box) If new agreement, Microsoft Licensing GP to complete. If renewal, reseller to complete, check appropriate box and enter previous school subscription number. Subscription Enrollment Number – Microsoft Licensing GP to complete Distributor Purchase Order Number – distributor to complete.

61. Microsoft Partner Conference 2004 61 Notices Information Complete ALL fields the Notices information block if notices should be sent to someone other than stated in the Customer Information above Include a complete address, with Country and Postal Codes. PO Box address will be deemed as invalid Ensure customer provides E-mail address for access to MVLS Company contact will receive notices. Can be a different individual from the signer of this agreement. Designating Users Check the appropriate box and provide additional information if needed.

62. Microsoft Partner Conference 2004 62 Enter required information and check the appropriate box as requested.

63. Microsoft Partner Conference 2004 63 Software Products Choose the application & systems software required.

64. Microsoft Partner Conference 2004 64 New System & Application Software Offerings Only newly added software included on the price list from your reseller can be added here (only products that are not listed on the preceding list and that are newly available through Campus/School Agreement). System & Application Software Summary Enter required information.

65. Microsoft Partner Conference 2004 65 Server Software Select Table Note required information

66. Microsoft Partner Conference 2004 66 New Server Software Offerings Note required information (only products that are not listed on the preceding list and that are newly available through Campus/School Agreement Total Unit Summary Table Summarize the number of server products required

67. Microsoft Partner Conference 2004 67 3-year option One box MUST be checked. Check the “I choose the three year subscription option” box only if the customer wants a 3-year option. Checking this box requires the customer to submit the Subscription Follow-Up Enrollment form for each subsequent year.

68. Microsoft Partner Conference 2004 68 Reseller Information Complete this section with Reseller name, headquarter address, contact name, phone/fax numbers and email. Each Subscription Enrollment must have a Reseller. Large Account Distributor Information For use only where applicable (i.e. a secondary reseller is involved--a Distributor or an Aggregator) Complete this section with Large Account Distributor name, headquarter address, contact name, phone/fax numbers and email.

69. Microsoft Partner Conference 2004 69 School Products Channel Partner indicates the SKU#, Price level, Product Description and the qty of the licenses – PC’s and students. SKUs and quantities MUST match products selected in Section 3.

70. Microsoft Partner Conference 2004 70 Reseller and Distributor Signatures This form must be signed before the Agreement is submitted to Microsoft. Be sure to include: Original Signature (be sure to type/print name and title) Date of Signature

71. Microsoft Partner Conference 2004 71 Media Shipping Information Complete required School Information and Reseller Contact Information. CD Ship-To Information Complete the ship-to information block. Include a complete address, with Country and Postal Codes. PO Box address will be deemed as invalid. Check the appropriate box(es) as requested.

72. Microsoft Partner Conference 2004 72 CD Information Up to 2 languages are allowed. Review and follow product-specific instructions.

73. Microsoft Partner Conference 2004 73 Contract Completion School Subscription Enrollment

74. Microsoft Partner Conference 2004 74 Company and Customer Information Complete ALL fields in Customer information block. Ensure Institute Name is consistent. School Agreement Number (far left box) Reseller to complete, Previous School Subscription or Follow Up Order Form/enrollment number (far left box) Reseller to complete Subscription Follow Up Enrollment Number – Microsoft Licensing GP to complete Distributor Purchase Order Number – distributor to complete.

75. Microsoft Partner Conference 2004 75 Notices Information Complete ALL fields: Include a complete address, with Country and Postal Codes. PO Box address will be deemed as invalid Ensure customer provides E-mail address for access to MVLS Company contact will receive notices. Can be a different individual from the signer of this agreement. Re-designate your PC count & student users IF QUANTITY HAS INCREASED Check the appropriate box and provide appropriate information.

76. Microsoft Partner Conference 2004 76 Software Products Choose the System & Application software required. Selections MUST include all items ordered in the initial Subscription Enrollment.

77. Microsoft Partner Conference 2004 77 New System & Application Software Offerings Only newly added software included on the price list from your reseller can be added here ((only products that are not listed on the preceding list and that are newly available through Campus/School Agreement). System & Application Software Summary Enter required information.

78. Microsoft Partner Conference 2004 78 Server Software Select Table Note required information Selections MUST include all items ordered in the initial Subscription Enrollment.

79. Microsoft Partner Conference 2004 79 New Server Software Offerings Note required information (only products that are not listed on the preceding list and that are newly available through Campus/School Agreement). Total Unit Summary Table Summarize the number of server products required Term License Period Information

80. Microsoft Partner Conference 2004 80 Reseller Information Complete this section with Reseller name, headquarter address, contact name, phone/fax numbers and email. Each Subscription Enrollment must have a Reseller. Large Account Distributor Information Complete this section with Large Account Distributor name, headquarter address, contact name, phone/fax numbers and email.

81. Microsoft Partner Conference 2004 81 Part Number & Price Information Customer indicates the SKU#, Price level, Product Description and the qty of the licenses – PC’s and students.

82. Microsoft Partner Conference 2004 82 Reseller and Distributor Signatures This form must be signed before the Agreement is submitted to Microsoft. Be sure to include: Original Signature (be sure to type/print name and title) Date of Signature

83. Microsoft Partner Conference 2004 83 Contract Checklist

84. Microsoft Partner Conference 2004 84 APOC Checklist : Microsoft Business Agreement Checklist 1.Simplified 2.Focus on common errors found 3.Use with ALL versions of Agreements ** Mandatory

85. Microsoft Partner Conference 2004 85 APOC Checklist : Select Master Agreement Checklist 1.Simplified 2.Focus on common errors found 3.Use with ALL versions of Agreements ** Mandatory

86. Microsoft Partner Conference 2004 86 APOC Checklist: Select Enrollment Agreement Checklist 1.Simplified 2.Focus on common errors found 3.Use with ALL versions of Agreements ** Mandatory

87. Microsoft Partner Conference 2004 87 APOC Checklist: Enterprise Enrollment Agreement Checklist 1.Simplified 2.Focus on common errors found 3.Use with ALL versions of Agreements ** Mandatory

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