Okaloosa County BOCC — June 16, 2015 — Email with Enrollment Form Instructions Process — reading text

Rosemarie Yohannan From: Donna Lawler Sent: Wednesday, June 10, 20159:46 AM To: Rosemarie Yohannan Subject: FW: Okaloosa County SoCC - Microsoft Enterprise Agreement Enrollment forms Attachments: Okaloosa County SoCC Document Revision Authorization .docx; Okaloosa County SoCC EA Sig Page.docx; Okaloosa County SoCC EA Enrollment Form .docx; 06 05 15_Revised Traditional Product FinaLOkaloosa County SoCC EA Quote ....xlsx Importance: High (Donna/IS Donna Lawler I MCSE, MCSA I Systems & Networks Manager I IS, Okaloosa County I 850-689-5096 Please note: Due to Florida's very broad public records laws, most written communications to or from County employees regarding County business are public records, avafiable to the public and media upon request. Therefore, this written e-mail communication, mduding your e-mail address, may be subject to public disdosure From: Nathaniel Hooks Sent: Tuesday, June 09, 2015 4: 15 PM To: Donna Lawler Subject: FW: Okaloosa County BoCC - Microsoft Enterprise Agreement Enrollment forms Importance: High Thank you, Nathaniel A Hooks PurchaSing Department Buyer Phone:850-689-5960 Fax:850-689-5058 PI~ase nOlI!: DIu! 10 flQrlda 's ve?' broadpubl;c recQ{"((r laws, m(); , ",rlllen C£JflllllllnlCallons 10 orfrom COYf/r)' employees regardillC COUlli)' busil/eM are public recards. /II'oJlable to the publte a"d medIa upon reque~f There/ore. I/l1s e-moil commun/canon, Ineludmg your emo" addresJ. may be .robJeCllo public disclosure ond public record reJentiOIl requtnmeIlJ.s_ From: Tom Miner [mailto:Thomas Miner@SHI.com] Sent: Tuesday, June 09, 2015 2:06 PM To: Nathaniel Hooks Cc: Eric Goodman; Josh Yaffin Subject: Okaloosa County BoCC - Microsoft Enterprise Agreement Enrollment forms Congratulations on entering into / renewing your Microsoft Enterprise Agreement with Software Assurance! As you review these documents be certain to ensure the Authorized Signatory & adjunct contact information is correct. Please complete ONLY THE CONTACT INFORMATION - within the AREAS THAT HAS THE PRE-INSERTED "Okaloosa County BoCC" - please be certain the information is correct and consistent. Also on the 14 page Enrollment Form - I inserted Donna Lawler as the primary contact on page 9 of 14 - I suggest that you review the information for accuracy. Please do not attempt to complete any other areas where contact information has been left blank. If you have questions call me or write to me via email. *** Some new documents are included below - with the insertion of Office 365 & Exchange Online products. *** 1.) Document Revision Authorization: This is the form allows SHllnternational, Inc. to make COSMETIC corrections to the paperwork after you return it. Please review, sign and date. 2.) The Program Sign Form : Please sign on page 1 of this document and no need to insert your TAX ID number- tax exempt. 3.) EA Enrollment Custom Form - This is the Enrollment form attaching your agency to the 1's & C's for the State of FL Enterprise Master Buying program. Please review, scan arid return all pages intact. 6.) The Final quote - scan and send back as evidence of agreement and acceptance. Microsoft and SHI requires your PO to be issued along with the documents when returned - please understand there are NO EXCEPTIONS. ** When you return the documents be certain that all pages, as were sent to you, are included when you scan and return. ** Next steps / Expectation: 1. Upon receiving your executed documents our audit team will review the package... therefore the earlier SHI receives them from you the better. 2. Our team will be able to expedite the audit review process quickly - if we have your signed Document Revision Authorization correcting any errors. 3. When the SHI audit is complete Microsoft is sent the paperwork - our audit process is usually completed within 2 business days. 4. The Microsoft process is usually complete within 2 days as well. If they have other matters in Queue - this may take 3-5 business days to process. 5. Once it is completed both you and SHI will receive notification by email. 6. SHI will then complete our internal transaction process to fulfill the order. 7. SHI then will issue to Microsoft the purchase with the Enrollment # which is created by this paperwork. 8. Once this is complete - 2-3 business days you will receive an email notice from Microsoft which is "confirmation" your agreement accepted. At that time please visit the Microsoft Volume License Service Center site one business day after receiving our SHI order confirmation. It is there that you will download licenses by accessing the new Enrollment #. 9. Meanwhile if you have downloaded the Trial Software, once all of the above is complete- you will be compliant and may keep the install in place 2 Thank you ... and make it a great day! Tom Miner Tom Mlnerl SHI I Public Account Representative I thomas miner@shi.com I https:llwww.shldirect.com Office: 813-443-1063 / Cell : 813~240-7024 / Fax: 813-342-8527 SHI Mission Statement: All of SHI is passionate in every effort to deliver exceptional value ... We exhibit this in our experience as we help you, the customer, select, deploy and manage technology! Support for quotes, orders and assistance please contact the Florida Sales Team INSIDE SALES PARTNERS: I Toll Free: 800-543-0432 I Fax: 732-868-6055 #1 Microsoft ~_ _~~__ Licensing Solutions Partner in the US 3