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Okaloosa County BOCC — June 16, 2015 — MS Volume Licensing Enrollment Form — reading text
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MS Volume Licensing Enrollment Form — extracted reading text
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Agreement, the following terms apply to this Enrollment:
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a. Product Use Rights. For Enterprise Products, if a new Product version has more restrictive
use rights than the version that is current at the start of the applicable initial or renewal term
of the Enrollment, those more restrictive use rights will not apply to the Enrolled Affiliate 's use
of that Product during the term.
b. Qualifying systems Licenses. The operating system Licenses granted under this program
is upgrade Licenses only. Full operating system Licenses are not available under this
program. If Enrolled Affiliate selects any Desktop Platform , Windows Desktop Operating
System Upgrade, or Windows Intune, all Qualified Devices on which Enrolled Affiliate expects
to run the Windows Desktop Operating System Upgrade must be licensed to run , and have
installed on them , one of the qualifying operating systems identified in the Product List. Note
that the list of operating systems that qualify for the Windows Desktop Operating System
Upgrade varies with the circumstances of the order. That list is more extensive at the time of
the initial order than it is for some subsequent orders and system refreshes during the term of
this Enrollment. Exclusions are subject to change when new versions of Windows are
released .
For example: The following are not considered qualifying operating systems: (1) ANY
Windows Home or Starter edition; (2) Embedded Systems; and (3) Linux. These are
examples of exclusions only and may change. Please see Product List for all current
qualifying operating systems.
c. Transitions. The following requirements apply to Transitions:
(i) Licenses with active Software Assurance or Subscription Licenses may be Transitioned
at any time if permitted in the Product List. While Enrolled Affiliate may Transition any
time, it will not be able to reduce Licenses or associated Software Assurance prior to the
end of the Transition Period.
(ii) If a Transition is made back to a License that had active Software Assurance as of the
date of Transition, then Software Assurance will need to be re-ordered for all such
Licenses on a prospective basis following the Transition Period . Software Assurance
coverage may not exceed the quantity of perpetual Licenses for which Software
Assurance was current at the time of any prior Transition. Software Assurance may not
be applied to Licenses transferred by Enrolled Affiliate.
(iii) If a device-based License is Transitioned to a user-based License , all users of the device
must be licensed as part of the Transition.
(iv) If a user-based License is Transitioned to a device-based License, all devices accessed
by the user must be licensed as part of the Transition.
d. Effect of Transition on Licenses. Transition will not affect Enrolled Affiliate's rights in
perpetual Licenses paid in full .
(i) New version rights will be granted for perpetual Licenses covered by Software Assurance
up to the end of the Transition Period .
(ii) For L&SA not paid in full at the end of the Transition Period , Enrolled Affiliate will have
perpetual Licenses for a proportional amount equal to the total of installments paid versus
total amounts due (paid and payable) for the Transitioned Product.
(iii) For L&SA not paid in full or granted a perpetual License in accordance with the above or
Subscription Licenses, all rights to Transitioned Licenses cease at the end of the
Transition Period.
4. Pricing.
a. Price Levels. For both the initial and any renewal term Enrolled Affiliate's Price Level for all
Products ordered under this Enrollment are subject to Section 2(e)(i) of the Enterprise
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Agreement, as amended, throughout the term of the Enrollment. Price Level's will be
captured in the Product Selection Form.
b. Setting Prices. Enrolled Affiliate's prices for each Product will be established by its Reseller.
Microsoft's prices for Resellers are fixed throughout the Enrollment term based upon current
prices at the time of the initial order for the Product. This includes the following :
(i) Any future pricing (if applicable) ; and
(ii) Prices for Transitions, including any prices related to the use of a Product during the
Transition Period (if applicable) .
5. Order requirements.
a. Minimum Order Requirements. Except as may be otherwise agreed to in writing , Enrolled
Affiliate 's Enterprise must have a minimum of 250 Qualified Users or Qualified Devices.
(i) Initial Order. Initial order must include at least 250 Licenses from one of the four groups
outlined in the Product Selection Form.
(ii) If choosing Enterprise Products. If choosing Enterprise Products in a specific group
outlined in the Product Selection Form, Enrolled Affiliate's initial order must include an
Enterprise-wide selection of one or more Enterprise Products or a mil:< of Enterprise
Products and corresponding Enterprise Online Services for that group.
(iii) Additional Products. Upon satisfying the minimum order requirements above, Enrolled
Affiliate may order Additional Products.
(iv) Country of Usage. Enrolled Affiliate must specify the countries where Licenses will be
used on its initial order and on any additional orders.
b. Adding Products.
(i) Adding new Products not previously ordered. Enrolled Affiliate may add new
Enterprise Products by entering into a new Enrollment or as part of a renewal. New
Enterprise Online Services may be added by contacting a Reseller. New Additional
Products, other than Online Services, may be used ,if an order is placed in the month the
Product is first used. For Additional Products that are Online Services, an initial order for
the Online Service is required prior to use.
(ii) Adding Licenses for previously ordered Products. Additional Licenses for previously
ordered Products must be included in the next true-up order. Enrolled Affiliate must Licenses for
Online Services prior to use, unless the Online Services are (1) identified as eligible for
true-up in the Product List or (2) included as part of other Licenses (e.g., Enterprise CAL) .
c. True-up orders. Enrolled Affiliate must submit an annual true-up order that accounts for
changes since the initial order or last true-up order, including : (1) any increase in Licenses,
including any increase in Qualified Devices or Qualified Users and Reserved Licenses; (2)
Transitions (if permitted) ; or (3) Subscription License quantity reductions (if permitted).
Microsoft, at its discretion and as permitted by applicable law, may validate the customer
true-up data submitted through a formal product deployment assessment, using an approved
Software Asset Management ('SAM') Partner.
The true-up order must be received by Microsoft between 60 and 30 days prior to the
Enrollment anniversary date. The third-year anniversary true-up order is due within 30 days
prior to the Expiration Date. Enrolled Affiliate may true-up more often than at each
Enrollment anniversary date except for Subscription License reductions .
(i) Enterprise Products. Enrolled Affiliate must determine the current number of Qualified
Devices and Qualified Users (if ordering user-based Licenses) and order the License
difference (if any), including any Enterprise Online Services.
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(ii) Additional Products. For Products which have been previously ordered, Enrolled
Affiliate must determine the Additional Products used and order the License difference (if
any).
(iii) Online Services. For Online Services identified as eligible for true-up orders in the
Product List, Enrolled Affiliate must first reserve the additional Licenses prior to use.
Microsoft will provide a report of Reserved Licenses in excess of existing orders to
Enrolled Affiliate and its Reseller. Reserved Licenses will be invoiced retroactively for the
prior year based upon the month in which they were reserved .
(iv) Late true-up order. If the true-up order is not received when due:
1) Microsoft will invoice Reseller for all Reserved Licenses not previously ordered.
2) Transitions and Subscription License reductions cannot be reported until the
following Enrollment anniversary date (or at Enrollment renewal, as applicable).
(v) Transitions. Enrolled Affiliate must report all Transitions. Transitions may result in an
increase in Licenses to be included on the true-up order and a reduction of Licenses for
prior orders. Reductions in Licenses will be effective at end of the Transition Period.
Associated invoices will also reflect this change.
(vi) Subscription License Reductions. Enrolled Affiliate may reduce the quantity of
Subscription Licenses on a prospective basis if permitted in the Product List as follows :
1) For Subscription Licenses part of an Enterprise-wide commitment, Licenses may be
reduced if the total quantity of Licenses and Software Assurance for an applicable
group meets or exceeds the quantity of Qualified Devices identified on the Product
Selection Form. Step-up Licenses do not count towards this total count.
2) For Enterprise Online Services not a part of an Enterprise-wide commitment,
Licenses can be reduced as long as the initial order minimum requirements are
maintained .
3) For Additional Products available as Subscription Licenses, Enrolled Affiliate may
