Renewal Form

1
(No Transcript)
2
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

3
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

4
6.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

5
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

6
EA EAS Timelines

• 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.)
• Each enrollment must submit a EA renewal form and
  CPS/Manual Order Form to renew within 30 days
  following the expiration date
• A credit check is required for all Direct EA
  renewals

7
Credit Application Process

• Account Team emails apoccred_at_microsoft.com
  indicating customer intention to renew including
  the following information
• 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

8
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

9
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 LSA 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
  LSA orders can be placed throughout the renewal
  term
• LSA, SA annual prices are fixed based on the
  pricing in effect as of the customer usage date
  on the renewal order

10
Select License Timelines

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

11
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

12
Resources

• http//www.microsoft.com/licensing
• Presentation of Renewal Form
• Licensing Brief
• For questions or more information
• Contact your Microsoft account manager or
  preferred reseller

13
Core CAL Renewal Path
EA 6.x
EA 5.x
EA 6.x
Renew w/Core CAL User or Device
Renew w/ Core CALUser or Device
BackOffice CAL
Windows (LSA)Exchange (LSA)SMS (LSA)SQL
(LSA)
Windows (SA) Exchange (SA) SMS (SA)SPS (LSA)
Windows (SA) Exchange (SA) SMS (SA)SPS (SA)
Renew Platform w/Core CALUser or Device
Desktop Platform w/ BackOffice CAL
Renew Platform w/Core CALUser or Device
Office Pro (LSA)Windows Pro (LSA)BackOffice
CAL (LSA)
Office Pro (SA) Windows Pro (SA) Core CAL (SA)
with SPS L
Office Pro (SA) Windows Pro (SA) Core CAL (SA)
without SPS L
L License SA Software Assurance LSA
License and Software Assurance
14
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

Example
Current
Beginning December 2004
15
Additional Products Software Assurance 1/2/3
Year Remaining SKUs

• Prior to November, 2004 - Software Assurance
  Renewal SKUs are available as add-at signing
  only
• Beginning November, 2004 - 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

Example
Current
Beginning November 2004
16
(No Transcript)