6.x Select License & Enterprise AgreementsForm for Renewing existing agreements 12 or 36 Month Option

April 19, 2005

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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

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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

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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

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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

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EA & EAS Timelines

SA

SA

SA

SA

SA

EA 6.x Master

Enrollment-1

Enrollment-2

Renewal Reminder

36 months Renewal

Order

Renewal Reminder

Enrollment-2

Renewal Reminder

12 monthRenewal

Order

Renewal form

Renewal form

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

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Credit Application Process• Account Team emails apoccred@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

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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

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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

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Select License Timelines

SA

SA

SA

Select 6.x Master

Enrollment-1

Enrollment-2

Renewal Reminder

Renewal Reminder

Renewal Order

Renewal Reminder

L/SA

L

Renewal form

L

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 option4. 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.

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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

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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

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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 CALUser 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 CALUser 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 CALUser or Device

Renew w/Core CAL User or DeviceBackOffice CAL

Desktop Platform w/ BackOffice CAL

L = License

SA = Software Assurance

L&SA = License and Software Assurance

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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 CAL 1 Year

3 Years Remaining

Core CAL Listed Languages SA MVL Device CAL 1 Year

1 Year Remaining

Core CAL Listed Languages SA MVL Device CAL 6.x renewal 1 Year

3 Years Remaining

Core CAL Listed Languages SA MVL Device CAL 6.x renewal 1 Year

1 Year Remaining

Dsktp Pro Listed Languages SA MVL Core CAL 1 Year

3 Years Remaining

Dsktp Pro Listed Languages SA MVL Core CAL 1 Year

1 Year Remaining

Dsktp Pro Listed Languages SA MVL Core CAL 6.x renewal 1 Year

3 Years Remaining

Dsktp Pro Listed Languages SA MVL Core CAL 6.x renewal 1 Year

1 Year Remaining

Example Current Beginning December 2004

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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

Item NamePurchase

UnitPurchase

Period

Visio Pro Win32 Listed Languages SA MVL 1 Year

Added at Signing

Item NamePurchase

UnitPurchase

Period

Visio Pro Win32 Listed Languages SA MVL 1 Year3 YearsRemaining

Visio Pro Win32 Listed Languages SA MVL 3 Year3 Years Remaining

Visio Pro Win32 Listed Languages SA MVL 1 Year2 Years Remaining

Visio Pro Win32 Listed Languages SA MVL 2 Year2 Years Remaining

Visio Pro Win32 Listed Languages SA MVL 1 Year1 Year Remaining

ExampleCurrent Beginning November 2004

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