What You Need to Know
about CASA 3.4
June Foo
Program Manager
Most FAQ on CASA 3.4
 Pricing level is determined by the no. of Faculty & FTE Staff count
(Campus) or no. of Eligible PC count (School)
Campus
School
Level A
< 3000
< 2500
Level B
> / = 3000
> / = 2500
 Min. order requirement to participate in a new CASA enrollment:
 300 CASA unit count
 CASA unit count is only available in Product List.
 Student Option must also meet the minimum above, on top of what is required by
the institution.
 Product Offering - L/SA only. L is for buyout.
Purchase Unit
1 Year
Each
1 Month
 Payment Type: AE vs PE
Definition
Annual Pricing SKU
Buy out SKU
Media Subscription SKU
Most FAQ on CASA 3.4 - continue
 Initial Order
 Software quantity = Faculty & Staff FTE count or PC count
 Institution wide commitment is applicable to all primary products
(Windows, Applications and CALs) but not for Servers.
 New Additional Software Orders
 Can be submitted mid term but not pro-rated
 Institution-wide order for Systems, Applications & CALS
 Student Option
 Must be selected in the enrollment to be eligible to place order for
student SKUs
 To add Student Option to an existing CASA enrollment, work with LS
 For Campus only, graduating students are granted perpetual use
rights for the selected CA products.
 Institution is responsible to issue Student License Confirmation to
graduating students upon leaving the institution.
Most FAQ on CASA 3.4 - continue
For a 1 Year Subscription Enrollment:
 To add/increase qty of existing software purchased, work
with LS. Eg, adding 20 more Office Pro during mid term
to an existing purchase of 100
 For 12 months renewal, software order qty must meet the
program minimum
 Channel partner to send in Extension Form to APLQuest
prior to the expiration of the subscription enrollment
 License price will not increase by > 10%
Most FAQ on CASA 3.4 - continue
For a 3 Year Subscription Enrollment:
 To add/increase qty of existing software purchased on yr 1, work
with LS
 To add/increase qty of existing software purchased on yr 2 & 3



Increase the software qty when anniversary order is placed
If add/increase is necessary during mid term of yr 2 & 3, work with LS
Anniversary software qty must be >/= yr 1 order
 Software price for a 3-year customer will be the same as the time it
was first ordered, throughout the agreement term
 If a software goes obsolete without replacement, no need to place order for
the obsolete software during anniversary
 If there is a direct replacement, order to be replaced with replacement sku, we
will honor year 1 price
 Customer to complete a new subscription enrollment to continue
coverage before existing enrollment expires
Most FAQ on CASA 3.4 - continue
 Server only purchase is acceptable
 Must meet minimum order requirement of 300 CASA unit count
 A requirement to indicate Faculty & Staff FTE count or PC count on
enrollment for agreement set-up in MS system
 MSDNAA
 One complimentary membership for every CASA Enrollment
 Acceptance Letter will provide the URL and promocode for customer
to register their MSDNAA membership
 The online site will show the standard price when upon registration,
albeit with the CASA Promo Code provided.
 Fulfillment vendor will verify enrollment# against explore and will override
the price to zero.
 Verbiage added to Acceptance Letter “Please note that the ordering site
will not reflect the “free” price status at the time you place the order. The
discount is applied by Microsoft’s Subscription Team after the order is
received and approved.”
 Additional memberships can be acquired through the MSDNAA Web
site
Most FAQ on CASA 3.4 - continue
 WAH Licenses
 FOC for faculty and staff of CASA customers
 WAH SKUs are available in price list, order to be placed via MOET at
zero cost
 Total no. of WAH licenses ordered for a particular product cannot
exceed
 The total no. of faculty and staff FTE reported in Campus Subscription
Enrollment
 The total no. of eligible PCs reported in School Subscription Enrollment
 ALL CASA 3.4 orders must be submitted via MOET
 CASA enrollment will be terminated automatically if no
order is placed within 30 days of enrollment start
effective date.
 To reinstate the enrollment, work with LS
What You Need to Know
about Student Select 6.5
June Foo
Program Manager
Most FAQ on Student Select 6.5
 Min. to meet 750 points across all product pools before Master
Academic Select Agreement expires

This is in addition to 1500 points an Academic Select customer must meet
during the 3-year term
 L SKU only, Software Assurance not available for Student Select
licenses.
 Following products are available under Student Select:








Microsoft Office Professional Plus 2007
Microsoft Office 2004 for Mac Professional Edition
Microsoft Office SharePoint Designer 2007
Microsoft Office OneNote 2007
Microsoft Office Project Professional 2007
Microsoft Office Visio Professional 2007
Microsoft Student with Encarta Premium 2007
Windows Vista Business Upgrade
For an up-to-date product list, please visit
http://www.microsoft.com/education/StudentSelect.mspx
Most FAQ on Student Select 6.5 – cont.
 Downgrade rights applicable
 Eg, student that acquires a license for Office Pro 2003 may run Office
XP Pro instead
 Students are not granted the right to run different
language versions of software.
 Only 1 language allowed.
 Institution may not transfer to any student > 1 license
with respect to any version of any product
 Student required to sign a Student Select License
Agreement
 Original signed copy to be kept by Institution
 during the term of the Academic Select Agreement and for a period of 1
year thereafter
Most FAQ on Student Select 6.5 – cont.
 Institution required to keep a database of Student Select
transactions, with the following record:




Name and Student Identification number
Date on which transaction or transfer occur
Distribution point where transaction or transfer occur
Software name and version
 Institution may use a 3rd party to maintain the database
 It must be maintained at the Institution’s location
 Institution remain responsible for 3rd party’s action
 Database must be maintained during the term of Academic Select
Agreement and for a period of 1 year thereafter
 Institution may also use a 3rd party to process and
distribute students’ orders for licenses and media
 Institution remain responsible for 3rd party’s action
What is New in Student Select 6.5?
 Student Select offering extended to faculty & staff of
institution
 Electronic signature of Student Select License
Agreement
 To facilitate and streamline the process of transferring licenses to
students
 Student Select License Agreement must be posted on a website that the
institution host.
 The website must provide a signature box and a personal identification
box in which each student or faculty/staff employee is required to type
their name and student or faculty/staff employee identification number as
issued by the institution.
 “I accept” button must be provided at the bottom of the webpage where
Student Select License Agreement is posted, so that each student or
faculty/staff employee can accept the terms of the Student Select License
Agreement by clicking the button.
Is Academic Select 6.5 Pack Available for Download?
Thank You
Microsoft provides this material solely for informational and marketing purposes. Customers should refer to their agreements
for a full understanding of their rights and obligations under Microsoft’s Volume Licensing programs. Microsoft software is
licensed, not sold. The value and benefit gained through use of Microsoft software and services may vary by
customer. Customers with questions about differences between this material and the agreements should contact their reseller
or Microsoft account manager.
© 2006 Microsoft Corporation. All rights reserved. Microsoft is a registered trademark of Microsoft Corporation in the United
States and/or other countries.
What You Need to Know
about Select Program
Eleanor Yee
Most FAQ on Select Program
 Product Pool and Pricing level is determined during
the initial term of Select Agreement base on 3 years
forecast
Level A
Level B
Level C
Level D
1,500
12,000
30,000
75,000
 Purchases of ‘L’ only have to pay in full
 Purchases of ‘L/SA’ or ‘SA’
 Payment Type: AE or PE (pre-payment or annual over remaining
term)
 Agreement Term: 3 years
 Renewal Term: 12 or 36 months
Most FAQ on Select Renewal
 Customers with Select Agreement have the option
to renew 1 time for additional of 12 or 36 months or
choose to sign a new Select Agreement
 Customer needs to renew within 30 days after previous
expiration date.
 All renewal orders need to submit within 30 days after previous
expiration date.
 Using Select Renewal Form
 All Enrollments will be renewed automatically under the
same agreement
 Non-renewal – Do we allow customer to place order
after expiration date?
 Customer has up to 15 days to place license order with
previous month usage date
Example:
1. Agreement Expiration Date: Nov 30, 06
2. License orders must be placed within Dec 1 – 15, 2006 via
MOET with usage date between Nov 1 – 30, 2006
Most FAQ on Select Order
 What happens to the Select Enrollment if no order
received within 1st year?
 A reminder notification letter will be sent on 1st 90 days after
start effective of the new enrollment
 2nd reminder notification letter will be sent on 60th days prior to
anniversary.
 If Zero order by 1st anniversary, enrollment will be terminated.
 What happen when I tag Select Agreement to EA.
 Compliance check is waived according to EA purchased
 Waiver of compliance does not constitute wavier for zero order.
 How to order product for Select Program
 Submit orders via MOET
 Do not submit manual order and MOET for the same order
What are the attachments require for Select
 Attachments to the Select Enrollment
 Media Form: This form must be attached if the customer
choose to receive media kit.
 v6.5 Enrollment has a check box to indicate if a customer require media
kit
 If checked “Yes”, a media form must accompany the enrollment when
you submit to APOC
 Supplemental Contact Form: This form is required if the
customer choose to have separate contact notices for




Additional electronic notices
Notices relating to Software Assurance benefits
MSDN
Online Services.
 Multiple Previous Enrollment Form: This form is required if the
customer is renewing Software Assurance from multiple
previous enrollments into a new single Select Enrollment. You
need to list all previous enrollments on this form
Thank You
Microsoft provides this material solely for informational and marketing purposes. Customers should refer to their agreements
for a full understanding of their rights and obligations under Microsoft’s Volume Licensing programs. Microsoft software is
licensed, not sold. The value and benefit gained through use of Microsoft software and services may vary by
customer. Customers with questions about differences between this material and the agreements should contact their reseller
or Microsoft account manager.
© 2006 Microsoft Corporation. All rights reserved. Microsoft is a registered trademark of Microsoft Corporation in the United
States and/or other countries.
Enterprise Program: Operation
Overview
Yik Khong Song
Enterprise Program Overview
A Typical Program Ops Structure
BLOCK 1
Contracts
Agreements
and
Compliance
BLOCK 2
Pricing
and Product
Configuration
Price list
creation, Price list
delivery, and SKU
Quality Control
BLOCK 3
Back Office
BLOCK 4
Fulfillment
Ordering,
Invoicing,
and
Collections
IP, Product,
Media,
Services, and
License Generation
BLOCK 5 Customer Care
Customer Relationship, Channel Communication, Inquiry Management, and Adjustments
Contracts:
• Country of Usage
• To be stated on the CPS. On customer’s portal aka MVLS, customer will be able to view the licenses by country usage
• If after CPS has been processed, alternative is to engage MS’s licensing sales team to have an amendment but system will not be reflected.
• Amendments
• Single cover page. Customer will be required to sign on the cover page only.
• Transition
• For customer with 6.4 agreement but signed new 6.5 enrollment
=> OK (Note: To include Enterprise Desktop T&C)
• For customer with 6.5 agreement but signed 6.4 enrollment
=> Reject
• For renewal via renewal form
=> OK
Compliance:
• True-up Reports:
•Customers will submit orders for Desktop, Users or additional products. Any item not ordered is considered unchanged and no update
statement is needed. An Update Statement is only needed if no orders are placed.
• Anniversary Orders:
•No revised of CPS is required. Submit manual order for the anniversary order and pricing is based on the initial CPS but if there are new
products, then supplementary CPS will be required.
Pricing/Products:
• Step-up SKUs
• To make it easier to upgrade from Pro+ to Enterprise edition without incurring the full cost of licensing 2 separate editions of software
products
• Only Office Pro+/Edition (and Std) will be allowed to mix but still enterprise wide commitment.
• Online Services SKUs
• No pro-rating and upfront/annual payments schedules only.
• To support customers where their enterprise commitment is ramped payment, for OLS-type skus, do a supplementary CPS.
Customer Care
• VL enrollment consolidation into EA
• For customer doing a mass migration to a new/renewing EA, please submit the Multiple Enrollment Form and start date will be based on the
earliest end date.
BackOffice
• Buy-out skus
• Manual order for the L-license skus associated with the products as per pricelist.
Thank You
Microsoft provides this material solely for informational and marketing purposes. Customers should refer to their agreements for a full understanding of
their rights and obligations under Microsoft’s Volume Licensing programs. Microsoft software is licensed, not sold. The value and benefit gained through
use of Microsoft software and services may vary by customer. Customers with questions about differences between this material and the agreements
should contact their reseller or Microsoft account manager.
© 2006 Microsoft Corporation. All rights reserved. Microsoft is a registered trademark of Microsoft Corporation in the United States and/or other
countries.