FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is...

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OEM Reseller Incentives Program FY15 Partner Guidebook

Transcript of FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is...

Page 1: FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is provided as a resource to be used with the OEM Reseller Incentives Program Agreement.

OEM Reseller Incentives Program

FY15Partner Guidebook

Page 2: FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is provided as a resource to be used with the OEM Reseller Incentives Program Agreement.

Overview Table of Contents

The OEM Reseller Incentives Program provides reimbursements to participating OEM Resellers to help differentiate and drive preference for Microsoft products. Incentive funds may be claimed to reimburse qualifying costs associated with the following activities:

Demand Generation - Broad reach advertising to increase awareness and preference.

Market Development - Marketing and business development activities designed for a specific audience, specifically for channel recruitment, education activities and sales acceleration activities.

Partner Readiness - Training and readiness of internal personnel to improve Microsoft product sales and technology expertise.

This guidebook is provided as a resource to be used with the OEM Reseller Incentives Program Agreement. The marketing Programs referenced herein are subject to the terms contained in the agreements with Microsoft. The agreements are hereby incorporated by reference. Nothing in this guidebook shall be deemed to modify or amend the terms and conditions of the agreements, unless specifically stated in the agreement.

Capitalized terms not defined in this guidebook have the meanings in the agreements. This guidebook does not constitute an offer on the part of Microsoft.

MICROSOFT (INCLUDING MS, MSCORP, AND THEIR RESPECTIVE SUBSIDIARIES, AFFILIATES, AND ASSIGNS) MAKES NO REPRESENTATIONS OR WARRANTIES, EXPRESS OR IMPLIED, IN THIS GUIDEBOOK.

This guidebook does not give you or your organization any license to any Microsoft or third party patents, trademarks, copyrights, or other intellectual property. This guidebook makes no claims about the legality of any of the described uses in your specific jurisdiction; you are solely responsible for ensuring that your advertising activities comply with all applicable laws including, without limitation, advertising and intellectual property laws. This guidebook is “Microsoft Confidential Information” subject to the confidentiality and non-disclosure agreement between the user’s organization and Microsoft.

Overview

Accruing Funds and Enrollment ���������������������������������������������������������������������������������������������������������������������������������������������������������������������������(3)

Eligibility ������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������(4)

Channel Incentives Platform (CHIP) ��������������������������������������������������������������������������������������������������������������������������������������������������������������������(5)

Activity Overview �������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������(6)

Claim Requirements ������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������� (7)

Core Requirements ����������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������(8)

Content Guidelines: Tagline, Logo and Graphics Usage ��������������������������������������������������������������������������������������������������������������������� (9–10)

Screenshots ��������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������� (11)

Product Names �������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������� (12)

PrOcedures

Incentives Program Process �������������������������������������������������������������������������������������������������������������������������������������������������������������������������������� (13)

Market Development Activity Plan ������������������������������������������������������������������������������������������������������������������������������������������������������������������ (14)

Creative Material Preapproval ��������������������������������������������������������������������������������������������������������������������������������������������������������������������������� (15)

incentives PrOgram categOries

Demand Generation ���������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������(16–22)

Market Development �������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������(23–34)

Partner Readiness ��������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������� (35)

OEM Rebates ������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������(36)

aPPendix

Glossary ���������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������� (37)

Payment Processing, Tax Requirements ��������������������������������������������������������������������������������������������������������������������������������������������������������� (38)

Certification Statement and Report ���������������������������������������������������������������������������������������������������������������������������������������������������������������� (39)

Windows Start Screen Resolution Usage Chart ������������������������������������������������������������������������������������������������������������������������������������������ (40)

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OEM Reseller Incentives Program Guidebook

Accruing Funds and EnrollmentOEM Reseller Incentives Program

To be eligible for the OEM Reseller Incentives Program, resellers must meet purchase minimums and eligibility requirements.

Resellers must meet the OEM Software Incentives Eligibility Criteria to receive OEM Software Incentive Funds as a Tier 1 or Tier 2 OEM Reseller, and resellers must meet the Windows Device Incentives Eligibility Criteria to receive Windows Device Incentive Funds as a Tier 1 or Tier 2 OEM Reseller.

Tier 1 OEM Resellers earn both OEM Rebate and OEM Co-op Funds. Tier 2 OEM Resellers earn OEM Rebate Funds.

Eligible OEM Resellers accrue OEM Software Incentives up to a maximum of $300,000 in U.S. Dollars (USD) for Market A, and $100,000 in U.S. Dollars (USD) for Markets B and C, and Windows Device Incentives, per 6-month program period, based on net purchases of Eligible Products from Authorized OEM Distributors and OEM Channel Distributors as reported in MS Sales during the Accrual Period. Rates and funding allocations are specified in the Program Flyer available at www.oemincentives.com.

Participating OEM Resellers may claim OEM Rebate Funds, and reimburse eligible costs from OEM Co-op Funds for Demand Generation, Market Development and Partner Readiness activities conducted during the Program Period.

FY H21 Jan – 30 Jun

FY H11 Jul – 31 Dec

FY H21 Jan – 30 Jun

Accrual Period

FY H2 (1 Jan – 30 Jun)

Program Period

FY H1 (1 Jul – 31 Dec)

Accrual Period

FY H1 (1 Jul – 31 Dec)

Program Period

FY H2 (1 Jan – 30 Jun)

PROGRAM PERIOD SCHEDULE

OEM Reseller Incentives Program has 6-month, fiscal half-year Program Periods. • FY H1: 1 Jul – 31 Dec• FY H2: 1 Jan – 30 JunResellers must meet eligibility requirements during the Accrual Period. Participating Resellers can then view funds, and submit claims to reimburse qualifying expenses during the following Program Period.

PROGRAM PERIOD

View and claim funds.• Enroll in Program Period.• View funds based on Accrual Period sales and

eligibility. • Enter plans and conduct eligible activities.• Submit reimbursement claims.

ACCRUAL PERIOD

Meet eligibility requirements and accrue funds.• Purchase qualifying products.• Meet program eligibility requirements.

Eligibility Requirements

Accruing Funds

Using Funds

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EligibilityOEM SOFTWARE INCENTIVES ELIGIBILITY CRITERIA

Tier 1 and Tier 2 Resellers must:1. Be registered in the Microsoft Partner Network (MPN) by 30 Sep 2014 for the FY15 H1 Program

Period, and 31 Mar 2015 for the FY15 H2 Program Period.1

2. Meet one of the 6-Month Purchase Requirements of eligible OEM Software licenses purchased from Authorized OEM Distributors and OEM Channel Distributors from 1 Jan - 30 Jun 2014 for the FY15 H1 Program Period, and 1 Jul - 31 Dec 2014 for the FY15 H2 Program Period.

6-Month Purchase Requirement of Eligible OEM SoftwareOEM Software Markets Tier 1 OEM Reseller Tier 2 OEM Reseller

Windows ClientA/B 500 250C 300 150

Microsoft OfficeA/B 400 200C 100 50

Windows ServerA/B 70 40C 30 20

3. Tier 1 OEM Resellers must also meet one of the following technical certification requirements as reported in the MPN Partner Membership Center by 30 Sep 2014 for the FY15 H1 Program Period, and 31 Mar 2015 for the FY15 H2 Program Period1:• Active or Qualified status in the Silver or Gold OEM Competency.• Have a PC or Server that has passed Windows Hardware Certification.• Have Microsoft Certified Professional (MCP) status by employing or contracting with an

individual who has passed any one of the Device Selling or MCP Exams listed under the Silver or Gold “Requirements” section of the Microsoft Partner Network OEM Competency site.

WINDOWS DEVICE INCENTIVES ELIGIBILITY CRITERIA

Tier 1 and Tier 2 Resellers must:1. Be registered in the Microsoft Partner Network (MPN) by 30 Sep 2014 for the FY15 H1 Program

Period, and 31 Mar 2015 for the FY15 H2 Program Period.1

2. Meet one of the 6-Month Purchase Requirements of Eligible Devices purchased from Authorized OEM Distributors and OEM Channel Distributors from 1 Jan - 30 Jun 2014 for the FY15 H1 Program Period, and 1 Jul - 31 Dec 2014 for the FY15 H2 Program Period.

6-Month Purchase Requirement of Eligible Windows DevicesMarkets Tier 1 OEM Reseller Tier 2 OEM Reseller

A 1,000 200B 500 100C 300 50

Market A Market B Market CJapanUnited States

Australia Austria Belgium Brazil Bulgaria Canada China

CyprusCzech RepublicDenmark Estonia FinlandFrance Germany

Greece Hong Kong Hungary Iceland India Ireland Israel

Italy Korea LatviaLiechtenstein Lithuania Luxembourg

MalaysiaMalta Monaco Netherlands New Zealand Norway Poland

PortugalRomaniaRussiaSlovakiaSloveniaSouth Africa Spain

SwedenSwitzerlandTaiwanUnited Kingdom

All others

OEM RESELLER MARKETS

1MPN ID must be linked to program via e-mail request to [email protected].

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3

5

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Channel Incentives Platform (CHIP)

CHIP REGISTRATION

First time Incentives Program participants must register in CHIP at https://channelincentives.microsoft.com. The eligible Reseller's Primary Program Administrator will receive 2 emails containing registration instructions:1. Invitation to CHIP with the log-in URL.2. Eligible Reseller's unique Invitation Code.Upon initial log-in to CHIP, the invited Primary Program Administrator must enter their Microsoft Account and password, to establish their CHIP access credentials, and register for CHIP by accepting the CHIP End User License Agreement (EULA).

PAYMENT PROFILE

Resellers registered for the OEM Reseller Incentives Program must set up the Bank Payment Profile before submitting claims.• For all Resellers outside of Russia and Ukraine, set up a vendor

ID called a ZCHIP Vendor ID. OEM Resellers will receive an email from Microsoft Accounts Payable requesting a New Vendor Authorization (NVA) form to be completed up to 3 business days after registration in CHIP.

• For Russia and Ukraine Resellers only, set up Online Payment profile. OEM Resellers will need to log-in to CHIP and go to the “I need to” menu and select “Manage Company Profile”. All banking details can be added directly in CHIP.

PROGRAM ENROLLMENT

At the start of each Program Period, eligible Resellers who choose to participate in the Incentives Program must enroll:• Eligible Resellers are directed to sign the Program

agreement at the start of the Program Period. • Resellers must enroll to view Program Period funds and to

submit plans and claims.

MANAGE COMPANY PROFILE

After registration, the Partner Program Administrator is directed to the organization home page. Click on “Manage Company Profile” from the “I Need to” links. Review organization contact information and add users.

USER ROLES

There are two levels of user on CHIP:

1. Program Administrator ◦ Has access to the organizational profile, enrollment,

the payment profile and may add or remove Partner Program Users.

◦ Must be listed in the organization’s MPN Profile at https://partners.microsoft.com/partnerprogram/Welcome.aspx.

2. Program User ◦ Does not have access to the organizational profile or the

payment profile. ◦ Cannot add or remove users.

Note: Users accessing CHIP for multiple programs may receive separate CHIP invitations.

ADDING USERS

New users must be invited to access CHIP. The Partner Program Administrator should: • Click “Add Users” from the “I Need To” links. • Enter the user name, email address and select the

appropriate role. • An invitation will be emailed to the selected user. First time

users are instructed to associate a Microsoft Account for their CHIP account.

OVERVIEW

The Channel Incentives Platform (CHIP) is used by eligible Resellers to manage the Incentives Program to:• Register and enroll for Program• View Program funds• Access Program resources• Submit Market Development Activity Plans• Submit claims and proof of execution documents• Review plan and claim status• Manage account profile

5. "Quick Links" to access additional Program information

4. "I Need To" links for submitting claims, Market Development Activity Plans, and managing users

3. Amount of funds allocated to OEM Co-op and/or OEM Rebates

2. Summary of funds

1. Action items

Using CHIP, OEM Resellers can view:

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Activity OverviewDe

man

d Ge

nera

tion Traditional advertising with broad reach that

furthers the marketing and promotion of Microsoft software and Windows Devices. Results and audience size are measurable.

Qualifying Activities• Direct Mail• Direct Email• Mobile SMS • Web/Online Advertising• Print Advertising/Brochures/Catalogs• Outdoor Advertising

Mar

ket

Dev

elop

men

t

Marketing activities designed for a specific customer audience that support the sale of Microsoft software and Windows Devices.

Qualifying Activities• Events:

◦ Microsoft Seminars/Events ◦ Multi-Vendor Expositions ◦ Tradeshows

• Internal Incentives and SPIFFs• Customer Offers• Telemarketing Services• Proof of Concept Services• E-Commerce• Mobile Commerce• Social Media• Web Syndication• Search Engine Optimization

Part

ner

Read

ines

s

Expenses related to Microsoft training, technical certification, and program fees for internal Reseller personnel that promote the development of Microsoft technology expertise.

Qualifying Activities• Microsoft Partner Network (MPN) Registration

Fees • Microsoft Training Tuition Fees • Microsoft Exam Fees • Microsoft Conference Attendance Fees • Microsoft On-Site Sales Training • Demo Units

These guidelines apply to all Demand Generation and Market Development activities. Specific requirements are listed with each activity description. Activities may include components and messaging from complementary vendors.

GENERAL ACTIVITY REQUIREMENTS

Activities must:• Be focused on eligible Microsoft software that has been

officially released as part of General Availability (GA) or otherwise notified by the Incentives Program.

• Only use approved Microsoft assets and logos found on the Channel Incentives Resources site (www.oemincentives.com) or otherwise notified by the Incentives Program.

• Be customer focused or targeted.• Not appear to be conducted by, on behalf of, or sponsored

by Microsoft.• Adhere to all applicable international, national, regional,

corporate, and local guidelines, laws and rules, and privacy policies.

• Meet standards of good taste and must not be sexually oriented or otherwise offensive or inappropriate.

• Be placed on media with content adhering to high standards of good taste.

INELIGIBLE ACTIVITIES AND EXPENSES

Program funds may not be used to reimburse: • Microsoft software (except as specified at the activity level). • Operating expenses and costs associated with the

manufacture or distribution of systems, including costs related to bills of materials and costs of goods (packaging, shipping, freight, etc.).

• Giveaway items that include non-Microsoft operating system, productivity suite, server solution, collaboration suite software or device.

• Infrastructure, overhead, depreciable asset expenses (e.g., vehicles, capital equipment, etc.), or real property.

• Placement costs associated with advertising on a web site or telephone on-hold message systems owned or operated by Company or Company Subsidiary(ies).

• Costs associated with Microsoft joint agreements or marketing agreements by Microsoft or affiliates that require Company to match or otherwise contribute additional marketing funds. (i.e. Company may not use any Co-op Funds to satisfy any marketing funds contribution requirement by Microsoft or its affiliates as detailed in said marketing agreement.)

• Multiple claims for a single activity expense. • Submitting the same expense for reimbursement from

multiple Incentives and Co-op Programs.• Travel expenses, including flights and hotels (except as

specified at the activity level), meals, mileage, and any other travel costs.

• Costs for an activity paid at more than its fair market value. • Costs incurred by an entity other than the registered OEM

Reseller or wholly owned subsidiary, or funds redistribution to third-parties (excludes marketing agencies contracted by the OEM Reseller). The OEM Reseller Incentives Program reimburses activities executed by the OEM Reseller to engage the customer channel.

INCLUSION OF NON-MICROSOFT PRODUCTS

Resellers may claim:• 100% of the cost for qualifying activities that meet the

Core Requirements and promote only Microsoft operating system, productivity suite, server solution, collaboration suite software or devices.

• A maximum of 30% of the cost for qualifying activities that meet the Core Requirements when any non-Microsoft operating system, productivity suite, server solution, collaboration suite software or device running a non-Microsoft operating system are present.

• The Microsoft-specific portion of the cost of Catalog, Multi-Vendor Exposition, and Tradeshow activity categories that meet the Core Requirements and contain a non-Microsoft operating system, productivity suite, server solution, collaboration suite software or device.

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Claim RequirementsPROOF OF EXECUTION (POE)

All Demand Generation, Market Development, and Partner Readiness claims require submission of Proof of Execution (POE) for validation and to assess program compliance.

POE includes itemized third-party invoices and activity materials listed in this guidebook.

POE must be provided as part of claim submission and may be:• Uploaded directly to CHIP (maximum combined file size limit

of 100MB, individual file size limit of 20MB). • Sent via email, if unable to upload to CHIP, to:

[email protected].

A list of accepted file types is available on page 37.

Incomplete or missing documentation will delay claim processing. The costs associated with submitting proof of execution are not reimbursable through the Program. This excludes the services of a Microsoft designated marketing agency to assist in submitting claims.

CLAIM STATUS

The status of submitted claims may be viewed via CHIP. Select “View Claim Summary” to search for a specific claim number, or to view a list of recent claims and their associated Claim Status. A summary of the status definitions follows:

CERTIFICATION STATEMENT AND REPORT (CSR)

Resellers who develop Program activities through their internal marketing services staff instead of using a third-party agency may use the Certification Statement and Report (CSR) in their claim in lieu of an itemized third-party invoice.

Use of the CSR in lieu of a third-party invoice for the claim must solely be in connection with the implementation of qualified Program marketing activities, as listed on the CSR (page 39).

The CSR: • Must be completed in its entirety and only used when a

third-party invoice is not available.• May not be used to claim expenses that are not eligible for

reimbursement. • Must be signed by a senior officer of Company and returned

to Microsoft. (CSR may be printed, signed and then scanned; or signed electronically).

• Is subject to verification upon request from Microsoft (or Microsoft designated claim validation entity).

• Is available on Channel Incentives Resources (www.oemincentives.com).

CLAIM REQUIREMENTS

Participating Resellers may submit claims for qualifying activities completed within the Program Period.

Claims and Proof of Execution (POE) must be submitted after the activity has been completed and no later than the claim submission deadline.

Claim amounts are limited to:• The amount of funds available at the time of the claim

submission.• Individual activity or expense limits as detailed in this

guidebook.• Approved Market Development Plan amounts.

Claims and POE submitted after the Claim Deadline will not be reimbursed.

Demand Generation ClaimsDemand Generation claims may be submitted for both Media Placement and Marketing Services/Agency Fees (page 37). Expenses can be claimed at the same time for activities conducted in the Program Period with proper documentation. Marketing Services are reimbursable only with proof of distribution of the advertising. Creative materials preapproval is optional but recommended. See (page 15) for details.

Market Development ClaimsMarket Development activity claims may only be submitted after the required Market Development Activity Plan (MD Activity Plan) has been approved in concept by the Microsoft Partner Sales Executive via CHIP (page 14). Approval of an MD Activity Plan does not guarantee reimbursement of claims as activities need to meet the Program requirements and guidelines. Creative materials preapproval is optional but recommended. Market Development planned activities completed in the Program Period may be submitted up to the amount of the approved MD Activity Plan.

Partner Readiness ClaimsPartner Readiness claims may be submitted for any qualifying readiness activity that has been completed within the Program Period.

Claim Deadlines FY H1 Period (Jul – Dec)

FY H2 Period (Jan – Jun)

Activity Deadline 31 Dec 30 JunClaim Submission Deadline

15 Feb 15 Aug

Claim Status Definition Partner Action RequiredPending POE Claim is saved, but no POE is uploaded View the claim and upload the required POEPending Approval Claim and POE have been submitted to Microsoft

for reviewNo action required

Action Required Claim has been reviewed by Microsoft and is missing information

View the claim, review the missing documents and notes from the Microsoft validation team. Collect additional information and resubmit claim

Non-Compliant Claim did not meet Program requirements and is not eligible for reimbursement

View the claim and reasons for claim denial

Compliant Claim meets Program requirements and is eligible for reimbursement

Ensure banking details are current to ensure timely reimbursement

Microsoft reserves the right to request original proof of execution documents. You must maintain all original documents for a period of 24 months from the activity date.

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Include Company/Brand name and contact information

Company/Brand name and contact information must be included in all Demand Generation and Market Development activities. Contact information must include at least one of the following:

Your company address

Your company web site URL or phone number

Include a minimum of 30% Microsoft content that furthers the marketing and promotion of Microsoft software and/or Windows Devices

Demand Generation and Market Development activities should include:

A minimum of 30% content that must further the marketing and promotion of Microsoft software and/or Windows Devices and/or preinstalled Microsoft products in the system specifications, where specifications are listed and a minimum of 100% Microsoft focused content in some Market Development and training activities.

An associated Partner software graphic, Windows Device graphic, campaign description, or other eligible logo for each activity being claimed for reimbursement (page 10).

Note: Partners will be reimbursed at only 30% for qualifying activities when a non-Microsoft operating system, productivity suite, server solution, collaboration suite software or device running a non-Microsoft operating system are also present (page 6).

Prominently display Program TaglineThe Program Tagline must be present in select Demand Generation and Market Development activities. Prominent display of the Tagline (page 10) demonstrates commitment to marketing and promoting Microsoft software and Windows Devices.

FY15 Program Period Approved TaglinesTaglines must be used as is and not modified in any way.

When promoting one Microsoft product:• [ABC Company] recommends Windows.• We recommend Windows.• [ABC Company] recommends Microsoft® Office.• We recommend Microsoft® Office.• [ABC Company] recommends Windows Server.• We recommend Windows Server.

When promoting multiple Microsoft software products:• [ABC Company] recommends Microsoft® software.• We recommend Microsoft® software.

When promoting Windows devices:• [ABC Company] recommends Windows devices.• We recommend Windows devices.

Meet the new Windows.Windows 8Beautiful, fast, fluid

Windows 8 has been reimagined to be all about you. Put what matters most right on your Start screen, and get instant access to your people, apps and stuff, so you can spend less time searching and more time doing.

Windows 8 ProReady for business

With Windows 8 Pro, you get everything in Windows 8, plus enhanced features that help you easily connect to company networks, access files on the go, encrypt your data, and more.

ABC Company recommends Windows.companywww.abccompany.com

Core RequirementsTo be eligible for reimbursement, Demand Generation and Market Development activities must include the three core marketing requirements, unless otherwise specified in the activity.

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Content Guidelines: Tagline, Logo and Graphics Usage

• The creative elements may only be used to promote the Microsoft products and services represented by the element. They may not be used in any manner that may cause confusion about whether your products or services are from Microsoft, or that implies that Microsoft is affiliated with, sponsors, endorses or approves of you or your products or services.

• No translations or localizations are permitted. Microsoft will provide localized assets if applicable. • You may not combine the creative elements with any other symbols, words, images or designs. • When using the Microsoft product images, you must also display your own product name, company name or logo or other branding in the primary and more prominent branding position. • The creative elements may not be used on or in connection with any material that disparages Microsoft or any of its products or services. • The creative elements may not be used in connection with materials, products, or services that would violate applicable laws, rules, or regulations. • Your use of product images may not be obscene or pornographic. • You must include the following attribution statement: “Microsoft product images reprinted with permission from Microsoft Corporation.” • If any Microsoft product is mentioned in your marketing materials, the full name of the Microsoft product(s) must be used at first and most prominent mention.

Use of the creative elements on the following pages must comply with all the guidelines outlined in this document. These product images complement existing logo programs and are not intended to replace any programs or other guidelines currently in place.

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Size: Clearance:

XX X

X

X

X

Size: Clearance:

XX X

X

X

X

x

Size Clearancex

Size Clearance

Professional 2013

Content Guidelines: Tagline, Logo and Graphics UsagePRODUCT TILES AND BOX SHOTS

Product tiles and box shots are available to partners for limited use in marketing activities such as advertising, documentation (including educational brochures), tutorial books, videotapes, or web sites, provided that all uses comply with all terms in this document, including the following additional guidelines: • Use in full color only. • Do not alter the artwork provided: do not change the color,

and do not skew or stretch the shape of the asset. • Assets are available for online (RGB) and print (CMYK) use. • Minimum size: The width of the box (x) should be at least 1.0

inch or 2.54 cm (for print) or 100 pixels (on-screen). • Clearance: Maintain a minimum clearance X, where X is equal

to ¼ of the width of the product tile.

Product Tiles. Should be used when marketing a device pre-installed with Windows.

Box Shots. Should be used in marketing related to offering of the full packaged product (when a customer will receive the actual Windows product box). Box shots must not be used to represent a preinstalled edition of Windows – product tiles should be used in those scenarios.

MICROSOFT TEMPLATESMicrosoft has created easy-to-use marketing campaign templates for partners. Customize these templates by adding the Tagline and Company/Brand name and contact information. Templates are available on www.oemincentives.com.

TAGLINE PROMINENCE

Clear Space. Keep a border of clear space around the Tagline. The required border of clear space must be a minimum of the height of the letters.

Placement. The Tagline must be prominently displayed in the activity. Typically, this is within the upper one-third of a publication, or is otherwise easily identifiable. The Tagline may not appear to be a part of another sentence or graphic.

Background. The Tagline must appear on a background that adequately contrasts with the Tagline text to make the Tagline clearly legible.

Translation. Use Tagline as provided. Localized Taglines are available on www.oemincentives.com.

Font. Fonts must be consistent with the core advertisement and text size. Do not mix typefaces or weights. All words must be the same size and color.

LOGO AND GRAPHICS USAGE

Approved graphical elements may be used in activities, and are available on www.oemincentives.com.

Any use of logos must comply with logo usage eligibility. You may not use logos for which you have not met requirements.

Participation in the Program must not be construed as endorsement or approval of content by Microsoft, including but not limited to any brand, company name, product technology, or product execution claims.

Use of approved logos or graphics must follow guidelines. For details on each type of logo and graphic, please see page 11.

APPROVED LOGO USAGE

Use of approved logos or graphics must follow guidelines. Inappropriate use of logos or unapproved graphics may result in claim denial.

Size

Size

Clearance

Clearance

Box shot examples:

Product tile examples:

MICROSOFT PARTNER NETWORK COMPETENCY LOGO One Color. The Microsoft Partner logo can appear in either black or white. The logo with the Microsoft corporate logo and the words Microsoft Partner in black should appear on a white or light colored background. Alternately, it is acceptable to reproduce the logo on a colored background as long as there is sufficient contrast between the logo and the background. When placed on a black or dark colored background, the logo should always appear in white.Incorrect Usage. The Microsoft Partner logo should not be reproduced in any color other than black or reversed out to white. It should not be skewed or modified in any way, and never overlap or connect to any other logo or type. Clear Space and Minimum Size. Always maintain clear space around the logo. The logo should never appear smaller than 1 inch wide in any print application. For online applications, the logo should never be smaller than 135 pixels in width. Always maintain proportional hierarchy between Microsoft Certified Partner logos and the Microsoft Partner logo. The Microsoft Partner logo should be the same height as the Microsoft Certified Partner logos if displayed together. Partner Logo Builder can help you create customized logos featuring the MPN competency you have achieved. To visit this site, go to: http://www.partnerlogobuilder.com/

WINDOWS LOGO PROGRAMThe Windows Logo Program graphic may be used only in conjunction with the system that has passed Windows Logo Program testing. Prior to using Windows Logo Program images in advertising, Partners must sign and accept the Logo License Agreement (LLA). All use of the graphic must follow the guidelines in the LLA. For general Certification information, go to: http://www.microsoft.com/whdc

Localization. The Microsoft Partner logo must always appear in English and cannot be translated.

Print: 0.75 inchOn-screen: 80 pixels

Print: 1.25 inchOn-screen: 114 pixels

Windows 8Compatible

Windows 8CompatibleWindows 8CompatibleWindows 8Compatible

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Start Screen Desktop Background Screen

Example

ExampleWindows 8.1 Secondary Screenshot

ExampleHorizontal (with Power button)

Power button

Screenshots

Activity Details Disclaimer Required

1 When apps are being shown that are not preinstalled on the Device, or available in the market that the Advertising activities are being shown.

Some apps sold separately; vary by market.

2 When marketing Windows 8 Devices using Windows 8.1 Update Start Screens, Desktop Background Screens, or Secondary Screenshots.

Some features require Windows 8.1 Update. The update is available through Windows Store. Internet access required; fees may apply.

3 When marketing Windows 8.1 Devices using Windows 8.1 Update Start Screens, Desktop Background Screens, or Secondary Screenshots.

Some features require Windows 8.1 Update. The update is available through Windows Update. Internet access required; fees may apply.

4 When marketing Windows 8 or Windows 8.1 Devices using Windows 8.1 Update Start Screens, Desktop Background Screens, or Secondary Screenshots.

Some features require Windows 8.1 Update. For Windows 8 Devices, the update is available through Windows Store. For Windows 8.1 Devices, the update is available through Windows Update. Internet access required; fees may apply.

5 When using the Windows 8.1 Update Start Screen with the Power button in activities that are marketing Windows 8.1 Update Devices that do not have the Power button feature available.

Power button available on select Devices and may not be on Device shown.

START SCREENS

To view the Windows Start Screen resolution chart, see page 40.

DescriptionThe Start Screen contains the word Start in the top left or right corner of the screen and contains dynamic tiles which represent apps, people, sites and more.

Usage Guidelines• The Start Screen comes in a variety of sizes, horizontal/vertical, and with or

without a Power button. • Resellers should choose the appropriate Start Screen, and are required to

include certain disclaimers, that correspond to the Start Screen content and the Device being advertised. Refer to the Windows Product and Screenshot Disclaimers section (below) for disclaimer requirements.

• The Start Screens must be used as provided by Microsoft and must not be altered in any way.

• Only the 3-row horizontal Start Screen can be shown as a standalone asset or outside of a Device display in an activity.

DESKTOP BACKGROUND SCREENSDescriptionA Microsoft provided Screenshot that shows the desktop background image.

Usage Guidelines• The Desktop Background Screen must be shown only in a horizontal

orientation, and may not be used in activities featuring Tablets.• The Desktop Background Screen must be used as provided by Microsoft

and must not be altered in any way. The Start button on the taskbar must be clearly visible.

SECONDARY SCREENSHOTSDescriptionSecondary Screenshots include any Screenshot other than the Primary Screenshot, such as Windows 8.1 Apps or Windows Store Apps.

Usage Guidelines• Resellers should select from the library of approved Secondary

Screenshots available on www.oemincentives.com. • The Secondary Screenshots must be used as provided by

Microsoft and must not be altered in any way.

DESCRIPTIONScreenshots are Microsoft approved graphics representing the Windows OS screen in use, available on www.oemincentives.com. For all activities, Resellers must include an approved Screenshot on every Device display where a display is shown. Screenshots are divided into two categories:

1. Primary ScreenshotsThe largest or first viewable Screenshot in an activity, depending on the activity type. The two types of Primary Screenshots are:

2. Secondary ScreenshotsAny Screenshot in the activity that is not a Primary Screenshot. May be any Microsoft approved Screenshot found on www.oemincentives.com.

WINDOWS PRODUCT AND SCREENSHOT DISCLAIMERSIt is the Reseller's sole responsibility to determine when and where the Windows 8.1 Update disclaimers should be included. Resellers should use the Screenshot depictive of what is preinstalled on the Device. Microsoft does not review the inclusion of the disclaimer during the Incentives Program preapproval or claim validation process on CHIP.

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Product Names

WINDOWS

For Marketing Copy• Reference all Windows products as “the new Windows” or

simply “Windows” in marketing copy such as headlines or body copy.

• Reference the specific Windows product name in body copy or text when delivering system specifications that are exclusive to the particular product. For example: ◦ Windows 8.1 ◦ Windows 8.1 Pro ◦ Windows 8.1 Update ◦ Windows 8.1 Pro Update ◦ Windows 8.1 with Bing

• The SKU for Windows 8.1 Small Screen Touch and Windows 8.1 with Bing with Office 365 Personal must always be referred to as “Windows 8.1” or “Windows 8.1 with Bing” if it is mentioned in body copy that delivers system specifications exclusive to the particular product. The messaging must not imply that all Windows 8.1 Devices come with Office, and must clearly associate that Office 365 Personal comes with the specific Device(s) being advertised.

OFFICE

For Marketing Copy• Office is a brand and not a version. In marketing

communications, reference “the latest version of Office” or refer to individual products to highlight what’s new in a release to drive upgrades.

• Reference the specific Office product name in body copy or text when referring to a particular product. For example: ◦ Office Home & Student 2013 ◦ Office Home & Business 2013 ◦ Office Professional 2013 ◦ Office 365 Home ◦ Office 365 Personal ◦ Office 365 Small Business Premium ◦ Office 365 Midsize Business

WINDOWS SERVER

For Marketing Copy• Reference all Windows Server products as “Windows Server”

in marketing copy such as headlines or body copy.• Reference the specific Windows Server product name in

body copy or text when delivering system specifications that are exclusive to the particular product. For example: ◦ Windows Server Essentials ◦ Windows Server Standard ◦ Windows Server Datacenter ◦ Windows Storage Server

PROPERLY USE THE PRODUCT NAMES• All words must start with a capitalized letter.

; For example, don’t state “windows 8.1,” “Windows 8.1 update,” or “Office home & student 2013.”

• Include spacing where applicable. ; For example, don’t state “Windows8.1” or “Office Home&Student 2013.”

• The full product name must be used and not abbreviated. ; For example, don’t state “8.1 Update,” “Win8.1,” or “Office Pro 2013.'

• The full product name must appear on the same line and not split or word-wrapped.

• Always use the numeral, do not spell out the numeral, and do not localize the numeral in writing.

; For example, Windows 8.1 should not be displayed as “Windows eight point one”. • Do not use the product name in the possessive.

; For example, don’t state “Windows 8.1’s security features are impressive.” Instead say: The security features of Windows 8.1 are impressive.

• Do not include Microsoft in the product name. ; For example, don’t state “Microsoft Windows 8.1.”

• Use only official translations of the product names available on www.oemincentives.com. Trademark symbols are not required in marketing execution.

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Incentives Program Process

The Incentives Program process follows the steps outlined below.

Demand Generation (DG) Traditional advertising with broad reach that furthers the marketing and promotion of Microsoft software, services, and Windows Devices.

Market Development (MD) Marketing activities designed for a specific customer audience that support the sale of Microsoft software, services, and Windows Devices.

Partner Readiness (PR) Expenses related to Microsoft training, technical certification, and program fees that promote the development of Microsoft technology expertise.

OEM Rebates (OR) A cash rebate claim that requires no proof of execution. OEM Rebate claims are limited to the total amount of OEM Rebate Funds available.

Plan Demand Generation, Market Development, and Partner Readiness activities. Review the activities outlined in this guidebook for ideas, requirements, and guidelines.

Plan Activities

DG MD PR

Market Development Activity Plans (MD Activity Plans) are required to be approved in CHIP by a Partner Sales Executive before activities may begin (page 14).

Submit Market Development

Activity Plan in CHIP

MD

It is strongly recommended that creative material for Demand Generation and Market Development activities be submitted for preapproval to ensure compliance with program guidelines. To request preapproval of creative materials, email:• OEM Reseller Incentives

Program: [email protected]

Get Preapproval of Creative Material (Recommended)

DG MD

Conduct activities and collect all required proof of execution documentation according to the guidelines found in this guidebook.

Failure to do so may result in denied claims.

Conduct Activities, Collect Documentation

DG MD PR

Submit claims for activities into CHIP. Adhere to program deadlines and proof of execution requirements (page 7).

Failure to do so may result in denied claims.

Submit Claims

DG MD PR OR

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Market Development Activity Plan (MD Activity Plan)Market Development activities are designed for a specific customer audience. For this reason, a Market Development Activity Plan (MD Activity Plan) is required and must be approved in CHIP (https://channelincentives.microsoft.com) by a Partner Sales Executive before activities begin. The MD Activity Plan must have a well-defined strategy and success metrics that lead to a 10X Return on Investment (ROI), increased sales pipeline, and/or sales velocity.

A list of eligible Market Development activities is available on page 23-24.

OVERVIEW

Submit MD Activity Plans in CHIP as early as possible before the planned activities are scheduled to begin. It is recommended to submit MD Activity Plans 30 days before the planned activity start date and no later than 30 November for H1 and 31 May for H2 Program Period. Notification of the decision will be sent via email to the Primary Program Administrator listed in CHIP and will also be displayed in CHIP under the MD Activity Plan Summary page.

After approval of the plan, the Market Development activities associated with the plan may be conducted. Refer to page 13 for details on the Incentives Program process.

Plan Activities Submit MD Activity Plan in CHIP

Get Preapproval of Creative Material (Recommended)

Conduct Activities, Collect Documentation

Submit Claims

MARKET DEVELOPMENT ACTIVITY PLAN SUBMISSION STEPS• Plan your Market Development activities and estimate total plan expenses well in advance before the activities begin.• Fill out the MD Activity Plan in CHIP with accurate and complete information. MD Activity Plans cannot be altered once submitted.• Complete the "Description" box of the MD Activity Plans with details pertaining to the planned activity(ies).• Enter the estimated expenses for the total activity cost. Submitting a MD Activity Plan does not commit Incentive Funds, however the approved plan amount will limit the resulting claim amount.• Await decision on plan from Partner Sales Executive.• Plan approval does not guarantee claim approval. Activities must meet the program guidelines outlined on the following pages in order to receive approval.• Get creative material preapproved (page 15) to ensure compliance with the program guidelines.• Submit a Market Development claim to request reimbursement of qualifying activity expenses before the claim deadlines below.

Program Period

MD Activity Plan Submission

Deadline

Claim Submission

Deadline

H1 31 Dec 15 Feb

H2 30 Jun 15 Aug

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Creative Material Preapproval

PREAPPROVAL RECOMMENDATION FOR CREATIVE MATERIALS

It is strongly recommended that creative material for Demand Generation and Market Development activities be submitted for preapproval to ensure compliance with the Incentives Program guidelines. Creative material may be submitted for preapproval by email before the activity is scheduled to begin. The Preapproval team will review the activities and approve or request changes/corrections within 3 business days.Approved activities will be assigned a preapproval code which should be entered into the claim form on CHIP along with proof of execution at the time of claim submission. The activities must be conducted exactly as approved. Any deviation from the approved activities, with the exception of dates and pricing, will result in the activities being re-assessed and the claim may be denied. Activities that run repeatedly should receive a new preapproval number each Program Period to ensure the activity continues to meet program requirements.

PREAPPROVAL BEST PRACTICES

The following suggestions will assist in receiving a quick and accurate preapproval response:• Include the OEM Reseller Incentives Program ID in the preapproval request. The Program ID can be found on the CHIP homepage following your company name.• Include the activity type in which the creative material will be used. Including the activity type planned will assist the Preapproval team in accurately evaluating the activity.• Leave ample lead time in order to make any necessary changes before starting the activity. Recommended lead time is a minimum of 7 business days.• Do not send MD Activity Plans for preapproval. MD Activity Plans must be entered into CHIP and approved by the Partner Sales Executive.

SUBMITTING PREAPPROVAL REQUESTS

To request preapproval of creative materials, please email the materials to the email address noted below. Each preapproval code is specific to the submitted request and Program, and cannot be used interchangeably.• For the OEM Reseller Incentives Program: email [email protected]

Assigned preapproval codes are valid for one year from the date of preapproval.

Plan Activities Submit MD Activity Plan in CHIP

Get Preapproval of Creative Material (Recommended)

Conduct Activities, Collect Documentation

Submit Claims

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Activity Type Program Tagline Required

Company/Brand name & Contact Information Required

Minimum 30% Microsoft Content

Eligible Expenses Required Proof of Execution Documentation1

Direct Mail, Direct Email, Mobile SMS (Page 17)

• Marketing services, including agency fees2 for creative development

• Media placement• Printing/Postage (direct mail)

• Copy of communication showing: ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and promotion of

Microsoft software/devices • Copy of communication must include:

◦ Postmarked shipping envelope or other proof of mailing (direct mail); or ◦ Dated header (email); or ◦ Photo of phone message (mobile)

• Estimated customer reach • Dated and itemized third-party invoice(s) including goods/services delivered

Web/Online Advertising(Page 18)

• Marketing services, including agency fees2 for creative development

• Media placement

• URL and/or screenshot of web/online advertisement and landing page showing: ◦ Tagline ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and promotion of

Microsoft software/devices • Third-party click-through report • Dated and itemized third-party invoice(s) including goods/services delivered

Print: Ads(Page 19)

• Marketing services, including agency fees2 for creative development

• Media placement

• Tear sheet(s) from print ad or final printed piece showing: ◦ Tagline ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and promotion of

Microsoft software/devices • Dated and itemized third-party invoice(s) including goods/services delivered

Print: Brochures(Page 20)

• Marketing services, including agency fees2 for creative development

• Printing• Postage

• Final printed piece showing: ◦ Tagline ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and promotion of

Microsoft software/devices • Dated and itemized third-party invoice(s) including goods/services delivered

Print: Catalogs(Page 21)

• Marketing services, including agency fees2 for creative development

• Printing• Postage

• Final printed (or electronic version) piece showing: ◦ Tagline ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and promotion of

Microsoft software/devices • Dated and itemized third-party invoice(s) including goods/services delivered • Indicate total number of pages in catalog and how many pages are being claimed

Outdoor Advertising(Page 22)

• Marketing services, including agency fees2 for creative development

• Media placement

• Final outdoor advertisement piece showing: ◦ Tagline ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and promotion of

Microsoft software/devices• Photographs showing detail and overall view of live outdoor placement• Date and itemized third-party invoice(s) including goods/services delivered

Demand Generation: Quick Reference

1 Claims and proof of execution must be received by the validation team no later than the Claim Deadlines.2 Agency fees and/or creative piece development cost by internal marketing staff are considered reimbursable expenses. Creative development piece executed by internal marketing staff will require a Certification Statement Report (CSR).

16

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2 CONDUCT ACTIVITY

Ensure pre-approved creative materials are not modified in any way.

Gather all Proof of Execution materials required for submission.

1 CREATIVE MATERIALS PREAPPROVAL (OPTIONAL, RECOMMENDED)

To request preapproval, email:• OEM Reseller Incentives Program:

[email protected]

3 SUBMIT CLAIM AND PROOF OF EXECUTION

Claims should be submitted within 45 days of activity completion, and must be submitted by the period claim deadline.• Log into CHIP, select Submit a Claim, and select

Direct Mail, Direct Email, or Mobile SMS from the drop down menu.

• Complete claim form and include preapproval codes for creative pieces.

• Upload Proof of Execution materials or send via email to: ◦ OEM Reseller Incentives Program:

[email protected] • Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

Microsoft template example

Direct Mail, Direct Email, and Mobile SMS

Direct Mail, Direct Email, and Mobile SMS are communication pieces that are mailed or delivered electronically to customers.

ACTIVITY REQUIREMENTS• Complete communication piece, including components of the

communication, should include the Program Tagline and must meet Core Requirements.

• No proportional reimbursement is allowed for communications that do not meet the Core Requirements.

• A maximum of 30% of the activity cost may be claimed when any non-Microsoft operating system, productivity suite, server solution, collaboration suite software or device running a non-Microsoft operating system are present.

Components of a communication piece, such as individual banners or graphics, may not be claimed separately.

Database acquisition costs are not eligible for reimbursement.

CORE REQUIREMENTS � Prominently displayed Company/Brand name and contact

information � 30% minimum Microsoft content furthering the marketing

and promotion of Microsoft software/devices

ELIGIBLE EXPENSES• Marketing services, including agency fees for creative

development• Media placement• Printing/postage (direct mail)

PROOF OF EXECUTION REQUIREMENTS � Copy of communication* showing:

◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing

and promotion of Microsoft software/devices � Copy of communication must include:

◦ Postmarked shipping envelope or other proof of mailing (direct mail); or

◦ Dated header (email); or ◦ Photo of phone message (mobile)

� Estimated customer reach � Dated and itemized third-party invoice(s) including goods/

services delivered

*Add organization to the distribution list in order to provide original communication with proof of delivery as proof of execution.

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2 CONDUCT ACTIVITY

Ensure pre-approved creative materials are not modified in any way.

Gather all Proof of Execution materials required for submission.

1 CREATIVE MATERIALS PREAPPROVAL (OPTIONAL, RECOMMENDED)

To request preapproval, email:• OEM Reseller Incentives Program:

[email protected]

3 SUBMIT CLAIM AND PROOF OF EXECUTION

Claims should be submitted within 45 days of activity completion, and must be submitted by the period claim deadline.• Log into CHIP, select Submit a Claim, and select

Web/Online Advertising from the drop down menu.

• Complete claim form and include preapproval codes for creative pieces.

• Upload Proof of Execution materials or send via email to: ◦ OEM Reseller Incentives Program:

[email protected]• Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

Banner placed on a third-party site and directs traffic to the Reseller's landing page or web site.

Web/Online AdvertisingWeb/Online Advertising includes web banners and email/advertising placed on a third-party site and is designed to drive traffic to the Reseller's web site or offer page.

ACTIVITY REQUIREMENTS

Complete web/online advertisements, including the landing page and associated web banners, must meet the Core Requirements as a whole (e.g. contact information may be omitted from web banner advertisements if included on the landing page).

A maximum of 30% of the activity cost may be claimed when a non-Microsoft operating system, productivity suite, server solution, collaboration suite software or device running a non-Microsoft operating system are present.

Web/online advertisements must be placed on a third-party site with an established advertising rate, of which not more than 10% is Reseller-owned.

Web/online activities utilizing the Reseller's own engines should be reviewed under Market Development/E-Commerce activities and require Market Development Activity Plan (MD Activity Plan) approval.

CORE REQUIREMENTS � Prominently displayed Program Tagline � Prominently displayed Company/Brand name and contact

information � 30% minimum Microsoft content furthering the marketing

and promotion of Microsoft software/devices

ELIGIBLE EXPENSES• Marketing services, including agency fees for creative

development• Media placement

PROOF OF EXECUTION REQUIREMENTS � URL and/or screenshot of web/online advertisement and landing

page showing: ◦ Tagline ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing

and promotion of Microsoft software/devices � Third-party click-through report � Dated and itemized third-party invoice(s) including goods/

services delivered

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2 CONDUCT ACTIVITY

Ensure pre-approved creative materials are not modified in any way.

Gather all Proof of Execution materials required for submission.

1 CREATIVE MATERIALS PREAPPROVAL (OPTIONAL, RECOMMENDED)

To request preapproval, email:• OEM Reseller Incentives Program:

[email protected]

3 SUBMIT CLAIM AND PROOF OF EXECUTION

Claims should be submitted within 45 days of activity completion, and must be submitted by the period claim deadline.• Log into CHIP, select Submit a Claim, and select

Print: Ads from the drop down menu.• Complete claim form and include preapproval

codes for creative pieces.• Upload Proof of Execution materials or send via

email to: ◦ OEM Reseller Incentives Program:

[email protected] • Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

Meet the new Windows.Windows 8Beautiful, fast, fluid

Windows 8 has been reimagined to be all about you. Put what matters most right on your Start screen, and get instant access to your people, apps and stuff, so you can spend less time searching and more time doing.

Windows 8 ProReady for business

With Windows 8 Pro, you get everything in Windows 8, plus enhanced features that help you easily connect to company networks, access files on the go, encrypt your data, and more.

ABC Company recommends Windows.companywww.abccompany.com

Microsoft template example

Print: Ads

Print - Ads appear in printed materials such as newspaper, magazine or other publications with established circulation (distribution) rates.

ACTIVITY REQUIREMENTS

Complete print ad must meet the Core Requirements. No proportional reimbursement is allowed for pages that do not meet the Core Requirements.

A maximum of 30% of the activity cost may be claimed when any non-Microsoft operating system, productivity suite, server solution, collaboration suite software or device running a non-Microsoft operating system are present.

CORE REQUIREMENTS � Prominently displayed Program Tagline � Prominently displayed Company/Brand name and contact

information � 30% minimum Microsoft content furthering the marketing

and promotion of Microsoft software/devices

ELIGIBLE EXPENSES• Marketing services, including agency fees for creative

development• Media placement

PROOF OF EXECUTION REQUIREMENTS � Tear sheet(s) from print ad or final printed piece showing:

◦ Tagline ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and

promotion of Microsoft software/devices � Dated and itemized third-party invoice(s) including goods/

services delivered

Page 20: FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is provided as a resource to be used with the OEM Reseller Incentives Program Agreement.

SUBMISSION STEPSACTIVITY REQUIREMENTS

20

Overview Procedures Demand Generation

Market Development

Partner Readiness OEM Rebates Appendix

OEM Reseller Incentives Program Guidebook

2 CONDUCT ACTIVITY

Ensure pre-approved creative materials are not modified in any way.

Gather all Proof of Execution materials required for submission.

1 CREATIVE MATERIALS PREAPPROVAL (OPTIONAL, RECOMMENDED)

To request preapproval, email:• OEM Reseller Incentives Program:

[email protected]

3 SUBMIT CLAIM AND PROOF OF EXECUTION

Claims should be submitted within 45 days of activity completion, and must be submitted by the period claim deadline.• Log into CHIP, select Submit a Claim, and select

Print: Brochures from the drop down menu.• Complete claim form and include preapproval

codes for creative pieces.• Upload Proof of Execution materials or send via

email to: ◦ OEM Reseller Incentives Program:

[email protected]• Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

Subscription options for Home Use. Office 365 is the complete Office in the cloud. It includes all the familiar Microsoft Office desktop applications you reply on, plus Skype AND cloud based storage – all working together to help you get things done faster and be more productive anywhere.

Always have the latest Office.Enjoy the latest full-featured version of your familiar Office applications such as Word, Excel and PowerPoint on your PC or Mac. Your subscription includes version upgrades, so you can stay up to date and take advantage of the newest features.

Smarter Office applicationsTime-saving features help you create, read, share, and connect to Office documents in new ways.

Cloud-connectedWherever and wheneveryou sign in to Office,your personal documentsand settings are always available, just as you last left them.1

Optimised for touchExperience Office at its best on devices running Windows 8 RT2, optimised for touch.

1. Internet connection required. Internet and mobile telephone usage charges may apply. Microsoft account and setup necessary.2. Windows RT devices come preinstalled with Office Home & Student 2013 RT.3. Must be enrolled in a New Zealand Tertiary Institute.

Get the latest Office applications on up to 5 PCs and Macs as well as selected mobile devices, plus 20GB of online storage for easy access to documents.

RRP $165 incl.VPN: 6GQ-00017SKU: 2315974

Microsoft Office 365 Home Premium

1 Year, 5 PCs or Macs and select mobile devices.

RRP $145 incl.VPN: R4T-00195SKU: 2315980

Microsoft Office 365 University3

4 Years, 2 PCs or Macs and select mobile devices.

Also available:

All Office 365 FPP SKUs are available via ESD (Electronic Software Download).

Benefits of ESD:Fast – Your customers can immediately download the product. No waiting for the product to arrive | Easy and secureReduced cost of deployment – No shipping costs | No inventory holding costs | No Minimum Order Quantities

Familiar Desktop Still Here.The desktop that you’re used to – with its taskbar, folders, and icons –is still here and better than ever, with a new taskbar and streamlined fi le management. Launch the desktop right from the Start Screen.fi le management. Launch the desktop right from the Start Screen.

Get the best of work and play with the new Windows.

Introducing Windows 8.1

Windows 8 introduced innovation for a new era of devices designed for mobility and touch. It’s designed for how you work and play, create, connect with people, and discover, while using the widest range of hardware, modern apps, and other cloud-connected services.,

fi le management. Launch the desktop right from the Start Screen.fi le management. Launch the desktop right from the Start Screen.

RRP: $299 incl.VPN: WN7-00580 | SKU: 2467168

RRP: $499 incl.VPN: FQC-06914 | SKU: 2467167

RRP: $249 incl.VPN: SVR-00140 | SKU: 2467166

Live TilesYour favourite apps, sites, and people: Make each one a tile you can resize, move around, and organize the way you want. Some tiles animate with the latest information so you can see live updates at a glance.

Personalised Start Screen.Everything you care about most is on the new Start screen. Tiles on the Start screen are connected to people, apps, folders, photos or websites, and are alive with the latest info, so you’re up to date at a glance.

company101 West Street, Anytown USA 98765Telephone 444-555-6789 www.abccompany.com

Edition 1 | May 2014

ABC recommends Microsoft ® software.

MicrosoftGet Modern Guide

Print: BrochuresPrint - Brochures are printed publications promoting Microsoft software and online solutions. Examples include a trifold brochure or one page reference guides.

ACTIVITY REQUIREMENTS

Complete print brochure must meet the Core Requirements. No proportional reimbursement is allowed for pages that do not meet the Core Requirements.

A maximum of 30% of the activity cost may be claimed when any non-Microsoft operating system, productivity suite, server solution, collaboration suite software or device running a non-Microsoft operating system are present.CORE REQUIREMENTS

� Prominently displayed Program Tagline � Prominently displayed Company/Brand name and contact

information � 30% minimum Microsoft content furthering the marketing

and promotion of Microsoft software/devices

ELIGIBLE EXPENSES• Marketing services, including agency fees for creative

development• Printing• Postage

PROOF OF EXECUTION REQUIREMENTS � Final printed piece showing:

◦ Tagline ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and

promotion of Microsoft software/devices � Dated and itemized third-party invoice(s) including goods/

services delivered

Page 21: FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is provided as a resource to be used with the OEM Reseller Incentives Program Agreement.

SUBMISSION STEPSACTIVITY REQUIREMENTS

21

Overview Procedures Demand Generation

Market Development

Partner Readiness OEM Rebates Appendix

OEM Reseller Incentives Program Guidebook

2 CONDUCT ACTIVITY

Ensure pre-approved creative materials are not modified in any way.

Gather all Proof of Execution materials required for submission.

1 CREATIVE MATERIALS PREAPPROVAL (OPTIONAL, RECOMMENDED)

To request preapproval, email:• OEM Reseller Incentives Program:

[email protected]

3 SUBMIT CLAIM AND PROOF OF EXECUTION

Claims should be submitted within 45 days of activity completion, and must be submitted by the period claim deadline.• Log into CHIP, select Submit a Claim, and select

Print: Catalogs from the drop down menu.• Complete claim form and include preapproval

codes for creative pieces.• Upload Proof of Execution materials or send via

email to: ◦ OEM Reseller Incentives Program:

[email protected]• Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

Maletín 15,6” SP10

Maletín 15,6”Firenze Femenine

Your Printer And Mobile Smartphone not connect?PRINT AND SCAN FROM YOUR SMARTPHONE OR TABLET IPRINT & EASILY WITH SCAN only have to install the iPrint & Scan app you can print and scan-to when your Wi-Fi network!

Compatible with all Windows Phone, Android and Apple platforms.

Funda yteclado tablet 10”Bluetooth universal

Bolígrafo óptico Stylus

Altavoces Z-130

Teclado + ratónDesktop MK120

KEN187

EVI126

TRU581

LOG696

LOG699

HL2135W DCP7055W

TN2010

BRT731 BRT775

BaRT669

- Printer with Wi-Fi and iPrint & Scan - Speed 20 ppm

- Monochrome laser printing - Save using a single toner TN2010 lasting 1,000 p. (*) According to ISO / IEC 19752 - Card Wi-Fi network - Multitasking, can print while you scan - Uses color scanner, scan, save or share your documents witahout printing - Scansoft ® Paperport ™: You can scan documents in color, edit pdf, save and even tag the pdf electronically - BRAdmin Professional (*): monitors remotely and configure your printer (available in http://solutions.brother.com) (*) scanner and copy functions (DCP7055W scanner model only) 7055W- Uses color scanner, scan, save or share your documents witahout printing - Scansoft ® Paperport ™: You can scan documents in color, edit pdf, save and even tag the pdf electronically - BRAdmin Professional (*): monitors remotely and configure your printer (available in http://solutions.brother.com)

- Printer, Scanner, Copier with Wi-Fi and iPrint & Scan - Speed 20 ppm

- Valid for model HL2130, HL2135W, DCP7055 and 7055W

$17

$44

$78

$9

$26

$28

$124 $178$52

IMPROVE YOUR TEAM

IMPROVE YOUR TEAM

IMPROVE YOUR TEAM

IMPROVE YOUR TEAM

Take it with Windows 8.1

INN25422

Take it with Intel ® i3-4130 to 3.4 GHz

INN15423

Take it with processor Intel ® i3-4130 3.4 GHz and Windows 8.1

INN25424

Take it with processor Intel ® i3-4130 3.4 GHz and Windows 8.1

INN25424

Altavoces Z-130 Teclado + ratónDesktop MK120

LOG696LOG699

$415

100-200es Desktop PCHP6224

- Dual-Core Processor AMD E1-2500 1.4 GHz - Windows 8.1 - Memory DDR3 RAM 4 GB - HDD 500 GB SATA 7200 rpm

Maletín 15,6” SP10KEN187

$17

Maletín 15,6”Firenze Femenine

$44

Funda yteclado tablet 10”Bluetooth universalEVI126

$78 $26 $28

Maletín 15,6”Firenze Femenine

$44

IMPROVE YOUR TEAM

IMPROVE YOUR TEAM

IMPROVE YOUR TEAM

Take it with Windows 8.1

Take it with Intel ® i3-4130 to 3.4 GHz

Take it with processor Intel ® i3-4130 3.4 GHz and Windows 8.1

INN25422

INN15423

INN25424

$553

$540

$650

$415

$27

$34

GIGABYTE

100-200es Desktop PC

Internet Security 1 L + Mobile Security 1 L

Internet Security 2014 + Norton Utilities 15.0 ES

HP6224

PS147

SYM258

- Dual-Core Processor AMD E1-2500 1.4 GHz - Windows 8.1 - Memory DDR3 RAM 4 GB - HDD 500 GB SATA 7200 rpm

- Monochrome laser printing - Save using a single toner TN2010 lasting 1,000 p. (*) According to ISO / IEC 19752 - Card Wi-Fi network - Multitasking, can print while you scan - Uses color scanner, scan, save or share your documents witahout printing - Scansoft ® Paperport ™: You can scan documents in color, edit pdf, save and even tag the pdf electronically - BRAdmin Professional (*): monitors remotely and configure your printer (available in http://solutions.brother.com) (*) scanner and copy functions (DCP7055W scanner model only) 7055W

1 TEAM

1 TEAM

ASUS Transformer Book T100TA Dell Venue 8 Pro Fujitsu LIFEBOOK S904 HP 215 G1 Business Notebook

Hours of productivity and fun Travel companion Staying power Portable and powerful

$XX.XX $XX.XX $XX.XX $XX.XX•Keyboard dock included•InstantGo technology•USB 3.0 connection

•Thin, light, portable•All day battery life

•24 hours of battery life•Plenty of storage and speedy

performance•FullDiskEnryption,fingerprint

reader, optional TPM

•Long battery life and replacement battery•Intuitive control of

touchscreen•Full HD webcam and rich

audio

Specifications Specifications Specifications Specifications

Weight: 1.21 lbsBattery: 11 hrsThickness: 0.41 inMemory: 2 GBHard drive: 32 GBProcessor: Intel Bay Trail

Weight: 0.87 lbsBattery: 9.9 hrsThickness: 0.35 inMemory: 2 GBHard drive: 32 GBProcessor: Intel Bay Trail

Weight: 2.91 lbsBattery: 30 hrsThickness: 0.54 inMemory: 2 GBHard drive: 320 GBProcessor: Intel Core i5

Weight: 3.32 lbsBattery: 5 hrsThickness: 0.83 inMemory: 4 GBHard drive: 250 GBProcessor: AMD A6

Lenovo ThinkPad 8 Microsoft Surface Pro 2 Panasonic TOUGHPAD FZ-G1

Sony VAIO Pro 11 Toshiba Portege Z10t

Small and mighty Power. Up. Ruggedly tough Light and mighty Detachable convenience

$XX.XX $XX.XX $XX.XX $XX.XX $XX.XX•Full HD, high resolution

display•8 MP rear camera with autofocusandflash•USB, Micro HDMI and

MicroSD slot

•Touch that’s fast and precise•Fast performance•Longer battery life

•“Full Ruggedized” Pure Slate•Windows 8 quality

•Extremely durable•Slender yet sturdy carbonfiberexterior•Lowprofilepalmrest

•Complete Ultrabook power with touch and pen•Tablet when detached

Specifications Specifications Specifications Specifications Specifications

Weight: 0.93 lbsBattery: 8 hrsThickness: 0.34 inMemory: 2 GBHard drive: 64 GBProcessor: Intel Bay Trail

Weight: 2.0 lbsBattery: 4 hrsThickness: 0.50 inMemory: 4 GBHard drive: 64 GBProcessor: Intel Core i5

Weight: 2.20 lbsBattery: 8 hrsThickness: 0.75 inMemory: 4 GBHard drive: 128 GBProcessor: Intel Core i5

Weight: 1.92 lbsBattery: 8 hrsThickness: 0.52 inMemory: 4 GBHard drive: 256 GBProcessor: Intel Core i7

Weight: 3.30 lbsBattery: 7 hrsThickness: 0.67 inMemory: 4 GBHard drive: 128 GBProcessor: Intel Core i5

company 101 West Street, Anytown USA 98765Telephone 444-555-6789 www.abccompany.comWe recommend Microsoft ® software.

Print: Catalogs

Print - Catalogs are multi-page print publications which include Microsoft products and may include other vendors.

ACTIVITY REQUIREMENTS

Complete pages of the catalog focused on Microsoft must meet the requirement for 30% minimum Microsoft content, and the catalog must meet the Core Requirements as a whole.

Reimbursement for catalogs is calculated based on the number of pages out of the total that meet the requirement for 30% minimum Microsoft content.

To calculate the claim amount, divide the total number of pages containing 30% minimum Microsoft content by the total number of catalog pages. • Claim 100% of the per page cost for each page containing the

required 30% minimum Microsoft content.• A maximum of 30% of the per page cost for each page

containing the required 30% minimum Microsoft content may be claimed, when any non-Microsoft operating system, productivity suite, server solution, collaboration suite software or device running a non-Microsoft operating system are present.

CORE REQUIREMENTS � Prominently displayed Program Tagline � Prominently displayed Company/Brand name and contact

information � 30% minimum Microsoft content furthering the marketing

and promotion of Microsoft software/devices

ELIGIBLE EXPENSES• Marketing services, including agency fees for creative

development• Printing• Postage

PROOF OF EXECUTION REQUIREMENTS � Final printed (or electronic version) piece showing:

◦ Tagline ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and

promotion of Microsoft software/devices � Dated and itemized third-party invoice(s) including goods/

services delivered � Indicate total number of pages in catalog and how many pages

are being claimed

Page 22: FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is provided as a resource to be used with the OEM Reseller Incentives Program Agreement.

SUBMISSION STEPSACTIVITY REQUIREMENTS

22

Overview Procedures Demand Generation

Market Development

Partner Readiness OEM Rebates Appendix

OEM Reseller Incentives Program Guidebook

2 CONDUCT ACTIVITY

Ensure pre-approved creative materials are not modified in any way.

Gather all Proof of Execution materials required for submission.

1 CREATIVE MATERIALS PREAPPROVAL (OPTIONAL, RECOMMENDED)

To request preapproval, email:• OEM Reseller Incentives Program:

[email protected]

3 SUBMIT CLAIM AND PROOF OF EXECUTION

Claims should be submitted within 45 days of activity completion, and must be submitted by the period claim deadline.• Log into CHIP, select Submit a Claim, and select

Outdoor Advertising from the drop down menu.• Complete claim form and include preapproval

codes for creative pieces.• Upload Proof of Execution materials or send via

email to: ◦ OEM Reseller Incentives Program:

[email protected]• Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

Outdoor Advertising

ACTIVITY REQUIREMENTS

Complete outdoor advertisement must meet the Core Requirements. The Core Requirements must be proportionately sized in the activity to be clearly visible. No proportional reimbursement is allowed for ads that do not meet the Core Requirements.

A maximum of 30% of the activity cost may be claimed when any non-Microsoft operating system, productivity suite, server solution, collaboration suite software or device running a non-Microsoft operating system are present.

CORE REQUIREMENTS � Prominently displayed Program Tagline � Prominently displayed Company/Brand name and contact

information � 30% minimum Microsoft content furthering the marketing

and promotion of Microsoft software/devices

ELIGIBLE EXPENSES• Marketing services, including agency fees for creative

development• Media placement

PROOF OF EXECUTION REQUIREMENTS � Final outdoor advertisement piece showing:

◦ Tagline ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and

promotion of Microsoft software/devices � Photographs showing detail and overall view of live outdoor

placement � Date and itemized third-party invoice(s) including goods/

services delivered

Outdoor Advertising appears in printed materials such as newspaper, magazine or other publications with established circulation (distribution) rates.

Page 23: FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is provided as a resource to be used with the OEM Reseller Incentives Program Agreement.

Overview Procedures Demand Generation

Market Development

Partner Readiness OEM Rebates Appendix

OEM Reseller Incentives Program Guidebook

Activity Type Program Tagline Required

Company/ Brand name & Contact Information Required

Minimum 30% Microsoft Content

Eligible Expenses Required Proof of Execution Documentation1

Microsoft Seminars and Events(Page 25)

• Event signage, display and/or printed materials

• Registration fees • Marketing services,

including agency fees for creative development or event management

• External speaker fees • Event facility fees,

equipment rental, and catering (excluding alcohol)

• Qualifying giveaway items

• Event invitation including event agenda• Event invitation, event agenda, presentation materials, and/or event photos

showing: ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and promotion

of Microsoft software/devices• Number of registered guests• Dated and itemized third-party invoice(s) including goods/services delivered

Events: Multi-Vendor Exposition(Page 26)

• Event signage, display and/or printed materials

• Registration fees • Marketing services,

including agency fees for creative development or event management

• External speaker fees • Event facility fees,

equipment rental, and catering (excluding alcohol)

• Qualifying giveaway items

• Event invitation including event agenda• Event invitation, event agenda, presentation materials, and/or event photos

showing: ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and promotion

of Microsoft software/devices• Number of attendees/booth visitors• Dated and itemized third-party invoice(s) including goods/services delivered

Tradeshows(Page 27)

• Event signage, display and/or printed materials

• Tradeshow registration fees

• Marketing services, including agency fees for creative development or event management

• External speaker fees • Equipment rental, and

catering (excluding alcohol)

• Qualifying giveaway items

• Photos of booth (required), and tradeshow agenda, and/or presentation/printed materials showing: ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and promotion

of Microsoft software/devices • Number of attendees/booth visitors • Dated and itemized third-party invoice(s) including goods/services delivered

Internal Incentives and SPIFFs(Page 28)

• Signage and display or printed materials

• Qualifying giveaway items

• Marketing services, including agency fees for creative development or event management

• Offer communication materials, sales event agenda, and/or sample/photos of giveaway item(s) showing: ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and promotion

of Microsoft software/devices• Summary of results• Dated and itemized third-party invoice(s) including goods/services delivered

Customer Offers(Page 29)

• Signage and display or printed materials supporting the offer

• Marketing services, including agency fees for creative development

• Qualifying giveaway items

• Offer communication materials and sample/photos of giveaway item(s) showing: ◦ Tagline ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and promotion

of Microsoft software/devices• Sample giveaway items, photos and/or summary of results• Dated and itemized third-party invoice(s) including goods/services delivered

Market Development: Quick Reference

1 Claims and proof of execution must be received by the validation team no later than the Claim Deadlines stated.2 Only Company name required.3 100% focused on driving Microsoft initiatives.

23

Page 24: FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is provided as a resource to be used with the OEM Reseller Incentives Program Agreement.

Overview Procedures Demand Generation

Market Development

Partner Readiness OEM Rebates Appendix

OEM Reseller Incentives Program Guidebook

Activity Type Program Tagline Required

Company/ Brand name & Contact Information Required

Minimum 30% Microsoft Content

Eligible Expenses Required Proof of Execution Documentation1

Telemarketing Services(Page 30)

 2 100% 3

• Marketing services, including agency fees• Call center charges (third-party)

• Copy of script showing: ◦ Company name/contact information ◦ 100% Microsoft content furthering the marketing and promotion of

Microsoft software/devices• Summary of results including number of calls and/or number of successful

contacts• Dated and itemized third-party invoice(s) including goods/services delivered

Proof of Concept Services(Page 31)

100% 3

• Services provided by Reseller personnel in support of the proof of concept services

• Statement of work and/or service agreement itemizing the Microsoft product proof of concept services provided

• Dated and itemized third-party invoice(s) including goods/services delivered

E-Commerce, Mobile Commerce, and Social Media(Page 32)

• Marketing services, including agency fees• Programming and development fees

• URL and/or screenshots of site pages showing: ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and promotion

of Microsoft software/devices• Summary of results, such as click-through report• Dated and itemized third-party invoice(s) including goods/services delivered

Web Syndication(Page 33)

• Marketing services, including agency fees• Programming and development fees• Placement fees

• URL and/or screenshots of site pages showing: ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and promotion

of Microsoft software/devices• Summary of results, such as click-through report• Dated and itemized third-party invoice(s) including goods/services delivered

Search Engine Optimization (Page 34)

• Marketing services, including agency fees

• Programming and development fees

• SEO optimization and maintenance services

• Statement of work and/or service agreement for SEO project• Dated and itemized third-party invoice(s) including goods/services delivered

Market Development: Quick Reference24

1 Claims and proof of execution must be received by the validation team no later than the Claim Deadlines stated.2 Only Company name required.3 100% focused on driving Microsoft initiatives.

Page 25: FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is provided as a resource to be used with the OEM Reseller Incentives Program Agreement.

ACTIVITY REQUIREMENTS

25OEM Reseller Incentives Program Guidebook

SUBMISSION STEPS

SUBMIT CLAIM AND PROOF OF EXECUTION

Claims should be submitted within 45 days of activity completion, and must be submitted by the period claim deadline.• Log into CHIP and select Submit a Claim.• Select Market Development and the associated

Market Development Activity Plan.• Complete claim form and include preapproval

codes for creative pieces.• Upload Proof of Execution materials or send via

email to: ◦ OEM Reseller Incentives Program:

[email protected] • Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

4

CONDUCT ACTIVITY

Ensure pre-approved creative materials are not modified in any way.

Gather all Proof of Execution materials required for submission.

3

CREATIVE MATERIALS PREAPPROVAL (OPTIONAL, RECOMMENDED)

To request preapproval, email:• OEM Reseller Incentives Program:

[email protected]

2

MARKET DEVELOPMENT ACTIVITY PLAN APPROVAL (REQUIRED)Submit MD Activity Plan via CHIP, well before planned activity start. Plan must be approved by your Microsoft Partner Sales Executive, via CHIP.

1

Overview Procedures Demand Generation

Market Development

Partner Readiness OEM Rebates Appendix

Events: Microsoft Seminars and Events

Microsoft Seminars and Events are customer-facing training and recruitment events hosted by the Reseller, utilizing content developed by the Reseller.

ACTIVITY REQUIREMENTS

Complete Microsoft Seminars and Events must meet the Core Requirements. No proportional reimbursement is allowed for events that do not meet the Core Requirements.

Events must be Reseller-led and/or Reseller-branded and not appear to be “sponsored by” Microsoft.

Microsoft Business Model Transformation consultants may be leveraged as external speakers to deliver workshops.

CORE REQUIREMENTS � Prominently displayed Company/Brand name and contact

information � 30% minimum Microsoft content furthering the marketing

and promotion of Microsoft software/devices

ELIGIBLE EXPENSES• Event signage, display and/or printed materials

◦ Booth signage ◦ Table-top signage and handouts ◦ Large table-top sign ◦ Product sheets, sales sheets, promotional materials ◦ Event binders and attendee materials

• Registration fees• Marketing services, including agency fees for creative

development or event management• External speaker fees• Event facility fees, equipment rental, and catering

(excluding alcohol)• Qualifying giveaway items

◦ Must be limited to no more than 40% of Co-op Funds per Program Period

◦ May include up to twenty (20) systems with preinstalled Microsoft software per Program Period

◦ Must not include Microsoft software (except as specified above)

◦ Must not include competitive products or offerings

PROOF OF EXECUTION REQUIREMENTS � Event invitation including event agenda � Event invitation, event agenda, presentation materials, and/or

event photos showing: ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and

promotion of Microsoft software/devices � Number of registered guests � Dated and itemized third-party invoice(s) including goods/

services delivered

Page 26: FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is provided as a resource to be used with the OEM Reseller Incentives Program Agreement.

ACTIVITY REQUIREMENTS

26OEM Reseller Incentives Program Guidebook

SUBMISSION STEPS

SUBMIT CLAIM AND PROOF OF EXECUTION

Claims should be submitted within 45 days of activity completion, and must be submitted by the period claim deadline.• Log into CHIP and select Submit a Claim.• Select Market Development and the associated

Market Development Activity Plan.• Complete claim form and include preapproval

codes for creative pieces.• Upload Proof of Execution materials or send via

email to: ◦ OEM Reseller Incentives Program:

[email protected] • Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

4

CONDUCT ACTIVITY

Ensure pre-approved creative materials are not modified in any way.

Gather all Proof of Execution materials required for submission.

3

CREATIVE MATERIALS PREAPPROVAL (OPTIONAL, RECOMMENDED)

To request preapproval, email:• OEM Reseller Incentives Program:

[email protected]

2

MARKET DEVELOPMENT ACTIVITY PLAN APPROVAL (REQUIRED)Submit MD Activity Plan via CHIP, well before planned activity start. Plan must be approved by your Microsoft Partner Sales Executive, via CHIP.

1

Overview Procedures Demand Generation

Market Development

Partner Readiness OEM Rebates Appendix

Events: Multi-Vendor ExpositionMulti-Vendor Expositions are sales events hosted by the Reseller that promote multiple vendors. The primary focus of the event should be to promote the sale of Microsoft products through demonstrations and handouts. (Third-party hosted events may be eligible to claim under “Events: Tradeshows”.)

ACTIVITY REQUIREMENTS

General Event ExpensesMulti-vendor exposition spaces featuring Microsoft content must meet the requirement for 30% minimum Microsoft content. Only the Microsoft portion of the general event expenses is eligible for reimbursement.To calculate the claim amount of general event expenses, divide the total amount of booth space dedicated to Microsoft and meeting the Core Requirements by the total event cost.

Event Communication MaterialsAll communication materials used at the Microsoft booth such as signage, display, and printed materials, must meet the Core Requirements. No proportional reimbursement is allowed for communications materials that do not meet the Core Requirements.To calculate the claim amount for communication materials: • Claim 100% of the expenses for activities meeting the Core

Requirements. • A maximum of 30% of the communication material expenses for

activities meeting the Core Requirements may be claimed, when any non-Microsoft operating system, productivity suite, server solution, collaboration suite software or device running a non-Microsoft operating system are present.

CORE REQUIREMENTS � Prominently displayed Company/Brand name and

contact information � 30% minimum Microsoft content furthering the

marketing and promotion of Microsoft software/devices

ELIGIBLE EXPENSES• Event signage, display and/or printed materials

◦ Booth signage ◦ Table-top signage and handouts ◦ Large table-top sign ◦ Product sheets, sales sheets, promotional materials ◦ Event binders and attendee materials

• Registration fees• Marketing services, including agency fees for creative

development or event management• External speaker fees• Event facility fees, equipment rental, and catering

(excluding alcohol)• Qualifying giveaway items

◦ Must be limited to no more than 40% of Co-op Funds per Program Period

◦ May include up to twenty (20) systems with preinstalled Microsoft software per Program Period

◦ Must not include Microsoft software (except as specified above)

◦ Must not include competitive products or offerings

PROOF OF EXECUTION REQUIREMENTS � Event invitation including event agenda � Event invitation, event agenda, presentation materials, and/or

event photos showing: ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and

promotion of Microsoft software/devices � Number of attendees/booth visitors � Dated and itemized third-party invoice(s) including goods/

services delivered

Page 27: FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is provided as a resource to be used with the OEM Reseller Incentives Program Agreement.

ACTIVITY REQUIREMENTS

27OEM Reseller Incentives Program Guidebook

SUBMISSION STEPS

SUBMIT CLAIM AND PROOF OF EXECUTION

Claims should be submitted within 45 days of activity completion, and must be submitted by the period claim deadline.• Log into CHIP and select Submit a Claim.• Select Market Development and the associated

Market Development Activity Plan.• Complete claim form and include preapproval

codes for creative pieces.• Upload Proof of Execution materials or send via

email to: ◦ OEM Reseller Incentives Program:

[email protected] • Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

4

CONDUCT ACTIVITY

Ensure pre-approved creative materials are not modified in any way.

Gather all Proof of Execution materials required for submission.

3

CREATIVE MATERIALS PREAPPROVAL (OPTIONAL, RECOMMENDED)

To request preapproval, email:• OEM Reseller Incentives Program:

[email protected]

2

MARKET DEVELOPMENT ACTIVITY PLAN APPROVAL (REQUIRED)Submit MD Activity Plan via CHIP, well before planned activity start. Plan must be approved by your Microsoft Partner Sales Executive, via CHIP.

1

Overview Procedures Demand Generation

Market Development

Partner Readiness OEM Rebates Appendix

TradeshowsTradeshows are third-party events in which multiple industry vendors may participate. Resellers may participate at a third-party tradeshow to promote Microsoft products. (Reseller-hosted events may be eligible to claim under “Events: Multi-Vendor Exposition”.)

ACTIVITY REQUIREMENTS

General Tradeshow ExpensesTradeshow spaces featuring Microsoft content must meet the requirement for 30% minimum Microsoft content. Only the Microsoft portion of the general event expenses is eligible for reimbursement.To calculate the claim amount of general tradeshow event and registration expenses, divide the total amount of tradeshow booth space dedicated to Microsoft and meeting the Core Requirements by the total tradeshow event cost.

Tradeshow Communication MaterialsAll communication materials used at the tradeshow such as signage, display, and printed materials, must meet the Core Requirements. No proportional reimbursement is allowed for communications materials that do not meet the Core Requirements.To calculate the claim amount for communication materials: • Claim 100% of the expenses for activities meeting the Core

Requirements. • A maximum of 30% of the communication material expenses for

activities meeting the Core Requirements may be claimed, when any non-Microsoft operating system, productivity suite, server solution, collaboration suite software or device running a non-Microsoft operating system are present.CORE REQUIREMENTS

� Prominently displayed Company/Brand name and contact information

� 30% minimum Microsoft content furthering the marketing and promotion of Microsoft software/devices

ELIGIBLE EXPENSES• Event signage, display and/or printed materials

◦ Booth signage ◦ Table-top signage and handouts ◦ Large table-top sign ◦ Product sheets, sales sheets, promotional materials ◦ Event binders and attendee materials

• Tradeshow registration fees• Marketing services, including agency fees for creative

development or event management• External speaker fees• Equipment rental, and catering (excluding alcohol)• Qualifying giveaway items

◦ Must be limited to no more than 40% of Co-op Funds per Program Period

◦ May include up to twenty (20) systems with preinstalled Microsoft software per Program Period

◦ Must not include Microsoft software (except as specified above)

◦ Must not include competitive products or offerings

PROOF OF EXECUTION REQUIREMENTS � Photos of booth (required), and tradeshow agenda, and/or

presentation/printed materials showing: ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing

and promotion of Microsoft software/devices � Number of attendees/booth visitors � Dated and itemized third-party invoice(s) including goods/

services delivered

Page 28: FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is provided as a resource to be used with the OEM Reseller Incentives Program Agreement.

ACTIVITY REQUIREMENTS

28OEM Reseller Incentives Program Guidebook

SUBMISSION STEPS

SUBMIT CLAIM AND PROOF OF EXECUTION

Claims should be submitted within 45 days of activity completion, and must be submitted by the period claim deadline.• Log into CHIP and select Submit a Claim.• Select Market Development and the associated

Market Development Activity Plan.• Complete claim form and include preapproval

codes for creative pieces.• Upload Proof of Execution materials or send via

email to: ◦ OEM Reseller Incentives Program:

[email protected] • Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

4

CONDUCT ACTIVITY

Ensure pre-approved creative materials are not modified in any way.

Gather all Proof of Execution materials required for submission.

3

CREATIVE MATERIALS PREAPPROVAL (OPTIONAL, RECOMMENDED)

To request preapproval, email:• OEM Reseller Incentives Program:

[email protected]

2

MARKET DEVELOPMENT ACTIVITY PLAN APPROVAL (REQUIRED)Submit MD Activity Plan via CHIP, well before planned activity start. Plan must be approved by your Microsoft Partner Sales Executive, via CHIP.

1

Overview Procedures Demand Generation

Market Development

Partner Readiness OEM Rebates Appendix

Internal Incentives and SPIFFs (Sales Performance Incentive Funds)

Internal Incentives/SPIFFs are activities in which prizes are awarded to Reseller employees (e.g. sales staff) for achieving specific goals.

ACTIVITY REQUIREMENTS

Complete Internal Incentives/SPIFFs, including offer communications, promotional materials, sales events such as Floor Days, and giveaway items, must meet the Core Requirements as a whole. No proportional reimbursement is allowed for Internal Incentives/SPIFFs that do not meet the Core Requirements.

Internal Incentives/SPIFFs:• Must be determined based on overall achievement relative to a

peer group.• Should not be awarded based on individual minimum

commitments, first unit structures, attach rates, year-over-year growth %, or volume targets.

CORE REQUIREMENTS � Prominently displayed Company/Brand name and contact

information � 30% minimum Microsoft content furthering the marketing

and promotion of Microsoft software/devices

ELIGIBLE EXPENSES• Signage and display or printed materials• Marketing services, including agency fees for creative

development or event management• Qualifying giveaway items

◦ Must be limited to no more than 25% of Co-op Funds per Program Period

◦ May include up to twenty (20) systems with preinstalled Microsoft software per Program Period

◦ Must not include Microsoft software (except as specified above)

◦ Must not include competitive products or offerings

PROOF OF EXECUTION REQUIREMENTS � Offer communication materials, sales event agenda, and/or

sample/photos of giveaway item(s) showing: ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and

promotion of Microsoft software/devices � Summary of results � Dated and itemized third-party invoice(s) including goods/

services delivered

Page 29: FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is provided as a resource to be used with the OEM Reseller Incentives Program Agreement.

ACTIVITY REQUIREMENTS

29OEM Reseller Incentives Program Guidebook

SUBMISSION STEPS

SUBMIT CLAIM AND PROOF OF EXECUTION

Claims should be submitted within 45 days of activity completion, and must be submitted by the period claim deadline.• Log into CHIP and select Submit a Claim.• Select Market Development and the associated

Market Development Activity Plan.• Complete claim form and include preapproval

codes for creative pieces.• Upload Proof of Execution materials or send via

email to: ◦ OEM Reseller Incentives Program:

[email protected] • Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

4

CONDUCT ACTIVITY

Ensure pre-approved creative materials are not modified in any way.

Gather all Proof of Execution materials required for submission.

3

CREATIVE MATERIALS PREAPPROVAL (OPTIONAL, RECOMMENDED)

To request preapproval, email:• OEM Reseller Incentives Program:

[email protected]

2

MARKET DEVELOPMENT ACTIVITY PLAN APPROVAL (REQUIRED)Submit MD Activity Plan via CHIP, well before planned activity start. Plan must be approved by your Microsoft Partner Sales Executive, via CHIP.

1

Overview Procedures Demand Generation

Market Development

Partner Readiness OEM Rebates Appendix

Customer OffersCustomer Offers are thru-partner marketing activities with promotional giveaway items offered to the Reseller's channel partners to create excitement, generate sales opportunities, and reward outstanding sales performance.

ACTIVITY REQUIREMENTS

Complete customer offer, including thru-partner marketing materials, offer communications, and giveaway items, must meet the Core Requirements as a whole. No proportional reimbursement is allowed for customer offers that do not meet the Core Requirements.Customer Offers:• Should not advertise bundles or include a discount on a bundle

which includes software.• Should not be awarded based on first unit structures.

CORE REQUIREMENTS � Prominently displayed Program Tagline � Prominently displayed Company/Brand name and contact

information � 30% minimum Microsoft content furthering the marketing

and promotion of Microsoft software/devices

ELIGIBLE EXPENSES• Signage and display or printed materials supporting

the offer• Marketing services, including agency fees for creative

development• Qualifying giveaway items

◦ Must be limited to no more than 40% of Co-op Funds per Program Period

◦ May include up to twenty (20) systems with preinstalled Microsoft software per Program Period

◦ Must not include Microsoft software (except as specified above)

◦ Must not include competitive products or offerings PROOF OF EXECUTION REQUIREMENTS � Offer communication materials and sample/photos of giveaway

item(s) showing: ◦ Tagline ◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing and

promotion of Microsoft software/devices � Sample giveaway items, photos and/or summary of results � Dated and itemized third-party invoice(s) including goods/

services delivered

Page 30: FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is provided as a resource to be used with the OEM Reseller Incentives Program Agreement.

ACTIVITY REQUIREMENTS

30OEM Reseller Incentives Program Guidebook

SUBMISSION STEPS

SUBMIT CLAIM AND PROOF OF EXECUTION

Claims should be submitted within 45 days of activity completion, and must be submitted by the period claim deadline.• Log into CHIP and select Submit a Claim.• Select Market Development and the associated

Market Development Activity Plan.• Complete claim form and include preapproval

codes for creative pieces.• Upload Proof of Execution materials or send via

email to: ◦ OEM Reseller Incentives Program:

[email protected] • Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

4

CONDUCT ACTIVITY

Ensure pre-approved creative materials are not modified in any way.

Gather all Proof of Execution materials required for submission.

3

CREATIVE MATERIALS PREAPPROVAL (OPTIONAL, RECOMMENDED)

To request preapproval, email:• OEM Reseller Incentives Program:

[email protected]

2

MARKET DEVELOPMENT ACTIVITY PLAN APPROVAL (REQUIRED)Submit MD Activity Plan via CHIP, well before planned activity start. Plan must be approved by your Microsoft Partner Sales Executive, via CHIP.

1

Overview Procedures Demand Generation

Market Development

Partner Readiness OEM Rebates Appendix

Introducing the new Windows

Windows 8.1 Windows 8.1 Pro

Start screen with live tiles: Brings favorite things front and center.

Personalize with apps: Pin favorite apps, photos, content, sites, and contacts.

Picture password: Never forget a password again. Use gestures to sign in.

Windows Store: Open a world of great apps designed especially for Windows 8.1.

Sync across devices: Settings and files go with you on all of your devices.

BitLocker: Encrypt an entire drive to help protect against loss and theft.

Advanced backup: Back up data to another drive, DVD, or network location.

Domain Join: Connect to company or school networks.

Remote Desktop: Access the apps and files of a remote PC.

Group policy: Better manage the security costs of multiple PCs.

Offline files: Access important files on the network, even not connected.

Client Hyper-V: Run multiple operating systems on a single computer.

FAQ

Windows XP / Office 2003 works fine for my customers.

Are you aware of the End of Support risks?

• Security Risks: Unsupported OS/software (after April, 8, 2014) results in unpatched PCs which are vulnerable e.g. malware, data loss, virus transmission.

• Compliance Risks: May fail an audit, impacting certification, public notification of customer data at risk.

• Loss of Software or Hardware support: New applications and PC hardware unlikely to be supported for Windows XP in 2012 – Gartner.

• No one to call: When problems arise, online and phone-based technical support will unfortunately no longer be available to assist you or your IT partner, leaving you on your own to deal with the problem.

• Down time: The risks of system failure and business disruption could increase because of the end of support, lack of supported software, and the increasing age of hardware running Windows XP.

• Productivity: Moving to current software helps enhance productivity and professionalism. The latest version of Office adds new features to help people stay productive regardless of device, no matter where they are working from, and no matter who they are working with. It is designed for touch, pen, and keyboard, providing an experience optimized to the device being used; and it supports access to content from virtually anywhere, whether through a browser or smartphone.

Windows 7 has all my customers need … Why should I move them to a new Windows 8 device?

Windows 8 is “a Better Windows 7”: Familiar interface, high compatibility, plus improved:

• Performance: Faster boot, Higher Performance, Longer Battery Life.

• Safety: BitLocker & USB encryption (not on Windows 7 Professional) & UEFI chip protection.

• Integrated Wireless: Mobile broadband, WiFi, and Bluetooth integrated for easy, more secure connectivity, faster connection from sleep, one click “airplane mode”.

• Connectivity: Easy implementation of DirectAccess (only in Windows 8 Enterprise), better than VPN.

I hear that the new Windows was designed for touchscreens and that the experience is not as good using mouse and keyboard. Is this true?

Windows 8.1 works great on both touch and non-touch systems. Your customer can take full advantage of everything Windows 8.1 has to offer with a mouse and keyboard.

It seems challenging to use the Start screen with a mouse and keyboard. Is this true?

It is actually simple and natural. Here are a few basics:

• Click on tiles to launch apps, including the Desktop Tile to open the desktop.

• From the Start screen, start typing to quickly find apps, documents, and more.

• Right-click on tiles and in apps to reveal menus.

• Use the scroll bar at the bottom of the screen or your mouse wheel to move to the left or right.

My customer would like to use the touch gestures in Windows 8.1 but cannot afford a touch computer. What are their options?

Touch devices have dropped considerably in price—you might be surprised at the prices if you have not looked recently. Your customer may also consider purchasing a laptop with a touch pad that supports gestures. These touch pads allow you to swipe and pinch on the touch pad just like you would on a touchscreen.

Do Windows 8.1 devices have my favorite apps?

The Windows Store has many favorites to choose from—apps like Twitter, Facebook, Skype, and Angry Birds Star Wars. Additionally, pin websites to the Start screen and use them like apps.

Apps on Windows do more than ordinary apps. Multitask up to four apps* side by side, view real-time app info on the live tiles from the Start screen, search all apps from one place, and share content between apps without leaving the app they’re using.

*The number of apps you can multitask depends on the screen resolution.

What’s new in Windows 8.1:

The new Windows. The best of work and play on any device.

• More productive: Windows devices and services bring together everything you do, at work, at home, or on the go.

• More personal: With Windows, you can create a truly one of a kind experience that is made for the way you live.

• More choice: There is a Windows device – tablet, convertible, notebook, all in one – that has the style you want, the function you need and the experience that’s right for you.

What makes Windows 8.1 Pro the right edition for business?

All the benefits of Windows 8.1, plus:

• More security and control: BitLocker , BitLocker To Go, Domain join, Group Policy.

• Business class capabilities: Assigned access (kiosk), Offline files, Remote Desktop (Host), Client Hyper V.

• Grows with your business: Eligible for future volume license upgrades. Eligible for Windows Enterprise, 24/7 support and training and more, all through Software Assurance.

Introducing the new Windows

Handling Customer Objections

101 West Street, Anytown USA 98765 Telephone 444-555-6789 www.abccompany.com

company

Microsoft template example

Telemarketing ServicesTelemarketing involves calling partners/customers or potential customers to promote and sell Microsoft products. It can be an effective tool to prospect for leads, communicate directly with customers and build a sales pipeline.

ACTIVITY REQUIREMENTS

Complete telemarketing activity must be focused on 100% Microsoft content. Company name/brand information must be included in the telesales script.

Telemarketing activities must be Reseller-led and not appear to be from Microsoft.

Microsoft products must be properly referenced in the script.

Database acquisition costs are not eligible for reimbursement.

CORE REQUIREMENTS � Prominently displayed Company/Brand name and contact

information � 100% Microsoft content furthering the marketing and

promotion of Microsoft software/devices

ELIGIBLE EXPENSES• Marketing services, including agency fees• Third-party call center charges

PROOF OF EXECUTION REQUIREMENTS � Copy of script showing:

◦ Company name/contact information ◦ 100% Microsoft content furthering the marketing and

promotion of Microsoft software/devices � Summary of results including number of calls and/or number of

successful contacts � Dated and itemized third-party invoice(s) including goods/

services delivered

Page 31: FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is provided as a resource to be used with the OEM Reseller Incentives Program Agreement.

ACTIVITY REQUIREMENTS

31OEM Reseller Incentives Program Guidebook

SUBMISSION STEPS

SUBMIT CLAIM AND PROOF OF EXECUTION

Claims should be submitted within 45 days of activity completion, and must be submitted by the period claim deadline.• Log into CHIP and select Submit a Claim.• Select Market Development and the associated

Market Development Activity Plan.• Complete claim form and include preapproval

codes for creative pieces.• Upload Proof of Execution materials or send via

email to: ◦ OEM Reseller Incentives Program:

[email protected] • Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

4

CONDUCT ACTIVITY

Ensure pre-approved creative materials are not modified in any way.

Gather all Proof of Execution materials required for submission.

3

CREATIVE MATERIALS PREAPPROVAL (OPTIONAL, RECOMMENDED)

To request preapproval, email:• OEM Reseller Incentives Program:

[email protected]

2

MARKET DEVELOPMENT ACTIVITY PLAN APPROVAL (REQUIRED)Submit MD Activity Plan via CHIP, well before planned activity start. Plan must be approved by your Microsoft Partner Sales Executive, via CHIP.

1

Overview Procedures Demand Generation

Market Development

Partner Readiness OEM Rebates Appendix

Proof of Concept Services

Proof of Concept Services include the development of a solution model for customer demonstration and evaluation purposes.

ACTIVITY REQUIREMENTS

Proof of Concept Services must be 100% focused on Microsoft products.

Labor cost supporting qualifying services activities may be claimed for reimbursement.

Costs of Microsoft software, hardware, venue expenses, and other capital expenditures are not reimbursable.

CORE REQUIREMENTS � 100% Microsoft content furthering the marketing and

promotion of Microsoft software/devices

ELIGIBLE EXPENSES• Services provided by Reseller personnel in support of the

proof of concept services

PROOF OF EXECUTION REQUIREMENTS � Statement of work and/or service agreement itemizing the

Microsoft product proof of concept services provided � Dated and itemized third-party invoice(s) including goods/

services delivered

Page 32: FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is provided as a resource to be used with the OEM Reseller Incentives Program Agreement.

ACTIVITY REQUIREMENTS

32OEM Reseller Incentives Program Guidebook

SUBMISSION STEPS

SUBMIT CLAIM AND PROOF OF EXECUTION

Claims should be submitted within 45 days of activity completion, and must be submitted by the period claim deadline.• Log into CHIP and select Submit a Claim.• Select Market Development and the associated

Market Development Activity Plan.• Complete claim form and include preapproval

codes for creative pieces.• Upload Proof of Execution materials or send via

email to: ◦ OEM Reseller Incentives Program:

[email protected] • Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

4

CONDUCT ACTIVITY

Ensure pre-approved creative materials are not modified in any way.

Gather all Proof of Execution materials required for submission.

3

CREATIVE MATERIALS PREAPPROVAL (OPTIONAL, RECOMMENDED)

To request preapproval, email:• OEM Reseller Incentives Program:

[email protected]

2

MARKET DEVELOPMENT ACTIVITY PLAN APPROVAL (REQUIRED)Submit MD Activity Plan via CHIP, well before planned activity start. Plan must be approved by your Microsoft Partner Sales Executive, via CHIP.

1

Overview Procedures Demand Generation

Market Development

Partner Readiness OEM Rebates Appendix

E-Commerce, Mobile Commerce, and Social MediaE-Commerce includes activities that promote solutions or set up online storefronts to drive sales of Microsoft software licenses, services, and Windows devices. Social Media and Mobile Advertising includes paid placement for advertising within social network sites. Social Media Community and Pages are earned (unpaid placement) within social networking sites. Mobile Commerce includes activities that support mobile E-Commerce efforts such as the development of a mobile-friendly web site or mobile application.

ACTIVITY REQUIREMENTS

Complete e-commerce or mobile commerce activity, including the landing page and associated web banners, must meet the Core Requirements as a whole (e.g. contact information may be omitted from web banner advertisements if included on the landing page). No proportional reimbursement is allowed for e-commerce or mobile commerce activities that do not meet the Core Requirements.

CORE REQUIREMENTS � Prominently displayed Company/Brand name and

contact information � 30% minimum Microsoft content furthering the

marketing and promotion of Microsoft software/devices

ELIGIBLE EXPENSES• Marketing services, including agency fees• Programming and development fees

PROOF OF EXECUTION REQUIREMENTS � URL and/or screenshots of site pages showing:

◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing

and promotion of Microsoft software/devices � Summary of results, such as click-through report � Dated and itemized third-party invoice(s) including goods/

services delivered

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ACTIVITY REQUIREMENTS

33OEM Reseller Incentives Program Guidebook

SUBMISSION STEPS

Overview Procedures Demand Generation

Market Development

Partner Readiness OEM Rebates Appendix

MARKET DEVELOPMENT ACTIVITY PLAN APPROVAL (REQUIRED)Submit MD Activity Plan via CHIP, well before planned activity start. Plan must be approved by your Microsoft Partner Sales Executive, via CHIP.

1

CONDUCT ACTIVITY

Gather all Proof of Execution materials required for submission.

2

SUBMIT CLAIM AND PROOF OF EXECUTION

Claims should be submitted within 45 days of activity completion, and must be submitted by the period claim deadline.• Log into CHIP and select Submit a Claim.• Select Market Development and the associated

Market Development Activity Plan.• Complete claim form.• Upload Proof of Execution materials or send via

email to: ◦ OEM Reseller Incentives Program:

[email protected] • Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

3

@

Web Syndication

Web Syndication involves the placement of Microsoft created and maintained content on the Reseller's web site.

ACTIVITY REQUIREMENTS

Syndicated web banners and microsites should be prominently placed on the partner’s own home page, within the top 20% of the page.

A minimum of two web banners should be syndicated.

Syndicated content should be placed for 90 days or reach 250 clickthroughs. Targets must be achieved in the period in which the claim is filed. Visit the Microsoft Digital Commerce and Campaign Network at www.msdccn.com to access content.CORE REQUIREMENTS

� Prominently displayed Company/Brand name and contact information

� 30% minimum Microsoft content furthering the marketing and promotion of Microsoft software/devices

ELIGIBLE EXPENSES

Actual costs up to $18,750 USD per program period for:• Marketing services, including agency fees• Programming and development fees• Placement fees

PROOF OF EXECUTION REQUIREMENTS � URL and/or screenshots of site pages showing:

◦ Company name/contact information ◦ Minimum 30% Microsoft content furthering the marketing

and promotion of Microsoft software/devices � Summary of results, such as click-through report � Dated and itemized third-party invoice(s) including goods/

services delivered

Page 34: FY15 Partner Guidebookdownload.microsoft.com/documents/France//Partner/... · This guidebook is provided as a resource to be used with the OEM Reseller Incentives Program Agreement.

ACTIVITY REQUIREMENTS

34OEM Reseller Incentives Program Guidebook

SUBMISSION STEPS

SUBMIT CLAIM AND PROOF OF EXECUTION

Claims should be submitted within 45 days of activity completion, and must be submitted by the period claim deadline.• Log into CHIP and select Submit a Claim.• Select Market Development and the associated

Market Development Activity Plan.• Complete claim form and include preapproval

codes for creative pieces.• Upload Proof of Execution materials or send via

email to: ◦ OEM Reseller Incentives Program:

[email protected] • Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

4

CONDUCT ACTIVITY

Ensure pre-approved creative materials are not modified in any way.

Gather all Proof of Execution materials required for submission.

3

CREATIVE MATERIALS PREAPPROVAL (OPTIONAL, RECOMMENDED)

To request preapproval, email:• OEM Reseller Incentives Program:

[email protected]

2

MARKET DEVELOPMENT ACTIVITY PLAN APPROVAL (REQUIRED)Submit MD Activity Plan via CHIP, well before planned activity start. Plan must be approved by your Microsoft Partner Sales Executive, via CHIP.

1

Overview Procedures Demand Generation

Market Development

Partner Readiness OEM Rebates Appendix

Search Engine OptimizationSearch Engine Optimization (SEO) includes services that help Resellers attract customers, lower customer acquisition costs, and increase content relevancy to their site.

ACTIVITY REQUIREMENTS

Search Engine Optimization (SEO) services must be 100% focused on Microsoft products.

CORE REQUIREMENTS � Prominently displayed Company/Brand name and contact

information � 100% Microsoft content furthering the marketing and

promotion of Microsoft software/devices

ELIGIBLE EXPENSES

Actual costs up to $3,000 USD per program period for:• Marketing services, including agency fees• Programming and development fees• SEO optimization and maintenance services PROOF OF EXECUTION REQUIREMENTS

� Statement of work and/or service agreement for SEO project � Dated and itemized third-party invoice(s) including goods/

services delivered

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SUBMISSION STEPSACTIVITY REQUIREMENTS

35OEM Reseller Incentives Program Guidebook

2 SUBMIT CLAIM AND PROOF OF EXECUTION

Claims should be submitted within 45 days of activity completion, and must be submitted by the period claim deadline.• Log into CHIP, select Submit a Claim, and select

Partner Readiness from the drop down menu. • Complete claim form.• Upload Proof of Execution materials or send via

email to: ◦ OEM Reseller Incentives Program:

[email protected] • Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

1 CONDUCT ACTIVITY

Ensure activity includes only eligible expenses.

Gather all Proof of Execution materials required for submission.

Overview Procedures Demand Generation

Market Development

Partner Readiness OEM Rebates Appendix

Partner ReadinessPartner Readiness is for the Reseller's internal sales and technical personnel and includes specific expenses related to product training, certification, and Microsoft conferences that help develop the partner’s sales and technical expertise on Microsoft software and solutions. Readiness activities must be 100% Microsoft focused.

ACTIVITY REQUIREMENTS ELIGIBLE EXPENSES PROOF OF EXECUTION REQUIREMENTSPartner Readiness claims may be submitted for qualifying readiness activities completed in the 6-month Program Period.

Claims are based on the activity completion date. For example:

• The Worldwide Partner Conference is in July, so may be claimed in the H1 Program Period.

• MPN Registration Fees may be claimed in the Program Period associated to the date of enrollment and payment.

• Training Tuition and Exam Fees may be claimed in the Program Period associated to the date of training or exam completion.

• Training vouchers may be claimed in the Program Period associated to the date of training course completion. Invoice or certificate showing date(s) of completion is required.

Microsoft Partner Network• Registration Fees• Plaque and DVD (1st set)

• Original invoice issued by Microsoft

Microsoft Training Tuition Fees• Microsoft official curriculum training tuition

through www.microsoft.com/learning

• Invoice with course code and date of completion

• Attendee list and per person cost

Microsoft Exam Fees• Microsoft exam fees for certifications and

competencies

• Invoice with exam number and date of completion

• Attendee list and per person cost

Microsoft Conference Registration Fees (Worldwide Partner Conference, TechEd, and Approved Microsoft Conferences*)• Registration fees for up to three (3) attendees* List of Approved Microsoft Conferences is available:

OEM Resellers: Channel Incentives Resources (www.oemincentives.com)

• Invoice

Microsoft Conference Airfare/Hotel Expenses• Air/train fare and hotel room rate only

(excluding room service, minibar, laundry, and other services) for up to a maximum of $5,000 USD per person and up to three (3) attendees

• Flight itinerary with travel dates • Third-party invoice for airfare and hotel• Claims should be submitted separately for

each attendee

Microsoft On-Site Training• Third party expenses for catering, facility/

equipment rental, external speaker fees, and signage and display or printed materials

• FIT and IAMCP training is eligible under Microsoft On-Site Training

• Training agenda and Microsoft presentation showing 100% Microsoft content

• Itemized third-party invoice(s) for reimbursable expenses

Product/Seeding/Demo Units• Up to the greater of $2,400 USD or 5% of total

accrued Co-op funds per Program Period for Demo Units preinstalled with Windows 8 or Windows 8.1

• System specifications and third-party invoice and proof of delivery for Demo Units purchased from a third-party

• System specifications and CSR form for Demo Units built in-house

INELIGIBLE EXPENSES• Travel expenses, meals, mileage, and any other travel costs (except as noted above for

defined conferences)• Upgrades or add-ons for airfare/train fare/hotel• Materials other than predefined course materials • Training or exams not listed on www.microsoft.com/learning• Testing environments and other technology

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SUBMISSION STEPSACTIVITY REQUIREMENTS

36OEM Reseller Incentives Program Guidebook

1 SUBMIT CLAIM AND PROOF OF EXECUTION

Claims must be submitted by the period claim deadline.• Log into CHIP, select Submit a Claim, and select

OEM Rebates from the drop down menu. • Complete claim form.• Submit claim.

Actual category names may vary or be displayed in local language on CHIP.

Overview Procedures Demand Generation

Market Development

Partner Readiness OEM Rebates Appendix

OEM RebatesOEM Rebates claims are cash rebate claims that require no proof of execution. OEM Rebates claims are limited to the total amount of OEM Rebate Funds available.

ACTIVITY REQUIREMENTS• OEM Rebate Claims can be submitted up to the amount of OEM

Rebate Funds and funds available in CHIP.• No Proof of Execution is required for OEM Rebate claims.• The OEM Reseller Incentives Program cannot process claim

amounts that are $1 USD or less. Any OEM Rebate claim amount resulting in a residual of less than $1 USD will be considered non-compliant and a new claim must be entered to utilize the full amount of OEM Rebate Funds.

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Appendix: GlossaryAccrued Funds: The total amount of Incentives Funds calculated based on the net sales of eligible Microsoft software licenses and/or devices as specified in the distribution incentives program and/or plan.

Available Funds: Funds that can be used for claiming and reimbursement of qualifying activities in the 6-month Program (Usage) Period following the Accrual (Earning) Period.

Demand Generation: A marketing activity in which performance and the size of the audience can be verified. Examples include direct mail, direct email, and web/online advertising that support the sale of Microsoft products.

Device: Any PC (including a desktop, laptop, tablet, all-in-one, 2-in-1, or ultra mobile), mobile internet device (MID), or phone form factor (including any type of cell/mobile phone). Also includes wearables, video gaming systems, electronic music players, streaming media players, televisions, and electronic readers.

Eligible Products: The specific Microsoft software and Windows Devices for which Company is eligible to accrue OEM Reseller Incentives Program Funds.

Incentives Program: The OEM Reseller Incentives Program is designed to help qualified Resellers grow their business. The funds provide reimbursement for qualifying Demand Generation, Market Development, Partner Readiness, and Rebate activities. Reseller funds accrue based upon qualifying eligible product sales. Funds are available in the 6-month Program Period that follows the Accrual Period.

Incentives Program Flyer: Details program eligibility requirements, key dates, and per-unit Incentive Funds for Eligible Products in a given Program Period. Program Flyers are available on www.oemincentives.com.

Incentives Program Periods: 6 month periods running from 1 July through 31 December (FY H1), and 1 January through 30 June (FY H2).

Market Development: Marketing activities for which performance and the size of the audience cannot be verified, such as customer events, sponsorships, tradeshows, telemarketing services, e-commerce/mobile commerce, customer offers and incentives that support the sale of Microsoft products.

Marketing Services Costs: Costs associated with the creation or design of the marketing piece by a third-party.

Media Placement Costs: Costs associated with purchasing measured media space from a third-party.

Microsoft Authorized Distributor: A Distributor who has entered into a Microsoft Commercial Distributor Agreement to license Microsoft software and hardware.

Microsoft Authorized OEM Distributor: A Distributor who has entered into a Microsoft OEM Distributor Channel Agreement to license Microsoft OEM software and Windows Devices.

Microsoft Partner Sales Executive: Microsoft field personnel who are assigned to individual Microsoft partners to monitor marketing and other business development activities.

OEM Co-op Funds: OEM Reseller Incentive Program Funds that can be claimed for reimbursement of qualifying Demand Generation, Market Development, and Partner Readiness activity expenses.

OEM Rebate Funds: OEM Reseller Incentive Program Funds that can be claimed as a cash rebate claim, or for reimbursement of qualifying Demand Generation, Market Development, and Partner Readiness activity expenses.

Partner Readiness: Microsoft training, technical certification, exam, conference, and program fees for Reseller personnel that promote the development of Microsoft technology expertise.

Proof of Execution (POE): To be eligible for reimbursement, proof of execution materials must be submitted by the Claim Deadline. Proof of execution is critical to the reimbursement process. Accepted file types are: • Document - doc, docx, xls, xlxs, csv, ppt, pptx, msg, rtf, mht, htm, html • Media - bmp, dib, jpeg, jpg, jpe, jfif, gif, tiff, png, psd, wmv, wma • Reader - pdf, xps

System: A fully assembled computer system consisting of at least a central processing unit, a motherboard, hard drive, a power supply, and a case.

Tax Requirements: Certain geographies are required to submit tax documentation to Microsoft. Partners required to submit invoices should use the History of Claims report available on CHIP for approved claim amounts.

Third-party Vendors: Businesses or service providers that are not affiliated with Microsoft or the partner company enrolled in the Incentives or Co-op Programs.

Wholly owned subsidiary: Company or subsidiary which is at least 51% owned by the registered OEM Reseller.

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PAYMENT STATUS ON CHIP

Payment Status Details Partner Actions

Validating Payment in queue for review No actionPayment Held Action required Contact [email protected]

Action Required For China only. Tax approver must approve before validated by Microsoft No action

Pending Payment Profile Banking profile needs to be set up to receive payment

Partners must contact [email protected] to set up banking details in CHIP.

Payment Sent Please allow 5-10 business days for the deposit Check with bank in 5-10 business days for deposit

Payment CancelledPayment cannot be made; Microsoft will contact Primary Program Administrator (PPA) with more information

No action

Payment Approved Payment process initiated No action

PAYMENT PROCESSING

Payments for approved claims are processed twice a month. Payments are typically disbursed 6 weeks from the date of claim approval. Multiple approved claims in the same disbursement period, will be consolidated into one payment.

CURRENCY EXCHANGE RATES

Currency exchange rates are applied at the time a claim is entered. Payment is made in the local currency per the associated payment profile.

Microsoft will use the foreign exchange mid-range rate published by Reuters in the Financial Times on the Wednesday before the last day of the Microsoft fiscal month before the payment date. If Reuters does not publish such rate on the Wednesday before the end of the Microsoft fiscal month, Microsoft will use the previously published rate.

TAX DOCUMENTATION REQUIREMENTS FOR CHINA

Partners in China are required to submit Business Tax invoices to Microsoft for all approved claims. Tax invoice requests are sent at the time of claim approval and include submission instructions. Please forward your Business Tax invoice for the approved claim to the address listed below and include your Incentives Program Identification Number, the Claim Number, and your Vendor Identification Number on or with the invoice so that it is applied appropriately.

PRC Business Tax invoices should be sent to:Attn: Jing MengMicrosoft (One Finance)BSS EDMc/o Accenture Technology Solutions (Dalian) Co. Ltd.No. 1 North Section Digital RoadDalian, ChinaPost code: 116023

TAX DOCUMENTATION REQUIREMENTS FOR EUROPE, MIDDLE EAST, AND AFRICA (EMEA)

Incentives Program Partners requiring submission of invoices for tax documentation should refer to the Claim Summary available on CHIP for approved claim amounts. Upon logging in to CHIP, select "View Claim Summary" from the right menu, select the desired Program Period, then download to Microsoft Excel.

EMEA VAT invoices should be sent quarterly to:Microsoft Ireland Operations LimitedDublin, Irelandc/o Incentives ProgramPO BO X 116533759 VersmoldGermany

Appendix: Payment Processing, Tax Requirements

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Certi�cation Statement and Report (CSR) Updated for FY14 H2 (January 1, 2014)

Marketing Activities for each Incentives Program Period will be conducted under the following schedule:

*Completed and signed CSR, marketing activity claims, and POE must be submitted via CHIP by the deadlines above.

Instructions1 Mark the Claim Type that matches the submission in CHIP (Channel Incentives Platform at https://channelincentives.microsoft.com).

2

3

4 Double check the total amount entered on this form is accurate and equal to the amount of internal expenses claimed in CHIP. 5 Have a senior o�cer of the Company �ll in the information box at the bottom and sign. Original copy of the CSR must be retained for two years after the program period ends.

1 Claim Type (choose one):

Market Development Partner Readinesse-Commerce and Mobile Commerce Windows 8 Demo Units up to $2400 USD or 5% of OEM Co-op funds (whichever is greater) per program period

Web Syndication **Demo units must be sold through direct OEM, distribution, and reseller channels only.

All other activities not listed here require a third party invoice. NOTE: If Windows 8 Demo Unit was acquired via a third party, please

submit the third party invoice via CHIP and do not use CSR form.

2 Sign here if box is checked

3 Marketing Expenses

Internal Expenses Amount in USD

Windows 8 Demo Units** $

Other: (explanation of expenses)

$

Sta�ng Expenses Amount in USD

Design # ______hours = $

Distribution/execution # ______hours = $

4 $0.00

Company and Designated Signer hereby certi�es to the following:

5 COMPANY NAME: {Type Company Name Here}

A company organized under the laws of: Country or Region: {Type Country and/or Region Here}

By:

Name:

Email Address:

Title:

Date:

Check and Sign the Box if your Claim Activity has a non-Microsoft operating system, productivity suite, server solution, collaboration suite software or a device running a non-Microsoft operating system is present.Detail Marketing Expenses, enter the amount claimed in CHIP in US Dollars. - If Company has checked and signed the box designated in STEP 2, Company can only submit 30% of the total expenses associated for this qualifying activity. - If Company has not checked or signed the box designated in STEP 2, Company is stating activity is focused on Microsoft operating system, productivity suite, server solution, collaboration suite software or Windows Device. If so, Company can submit 100% of total expenses associated for this qualifying activity.

OEM Resellers who develop marketing activities internally (meaning Company is not using a 3rd party agency) may use this Certi�cation Statement and Report (CSR) to claim internal costs incurred related to the limited activities documented below in section 1, and only for the speci�c expenses identi�ed in section 3. For each activity, Account Manager approval is REQUIRED. For all other activities third party invoices are required for reimbursement. Microsoft only reimburses claims based on the quali�ed OEM Resellers Incentives Program marketing activities detailed in the Guidebook.

Complete Marketing Activities by:

31-Dec

30-Jun

FY H1: 1 JUL through 31 DEC

FY H2: 1 JAN through 30 JUN

All Documentation* sent to CHIP by:

15-Feb

15-Aug

Incentives Program Period

By signing below, Company con�rms that it has made no changes or modi�cations to the Incentives Program claim, invoices, and/or the original execution copy of this CSR. The designated senior o�cer of the Company is duly authorized to make the above certi�cations. Designated signer must �ll out ALL �elds to be eligible for reimbursement. Contact information will only be used as needed for auditing purposes.

Choose one: 1) Print out the form, physically sign, and then scan, or 2) Sign electronically

Understands that this Certi�cate Statement and Report (CSR) is in connection with the OEM Resellers Incentives Program Agreement with Microsoft (MS). Company has read the OEM Resellers Incentives Program Guidebook and is complying to the rules for submitting required Proof of Execution materials for the claim referenced above. Microsoft only reimburses according to the OEM Resellers Incentives Program approved marketing activities detailed in the Guidebook.

Company must keep complete and accurate records relating to its performance under the OEM Resellers Incentives Program Agreement up to two years. This CSR is subject to veri�cation upon request from MS (or MS designated claim validation entity).

TOTAL

{If applicable} Signature required to receive reimbursement if your Claim Activity has a non-Microsoft operating system, productivity suite, server solution, collaboration suite software or a device running a non-Microsoft operating system is present. See instructions 2 and 3 for details.

BEST PRACTICES

Ensure that the CSR is correctly and fully completed, paying extra attention to the following items:• The claim type marked in box 1 and total amount in box 4 must

match the submitted claim type and invoice amount entered in CHIP.• Select appropriate Marketing Expense(s) in box 3. If “Other” is

selected, provide an explanation of the specific expense(s) claimed. Please note that restating the claim type is not considered an eligible expense.

• If claiming expenses for an Onsite Resource in box 3 for services rendered internally, indicate both the number of hours and amount of funds being claimed.

• Complete all entries in box 5, including a signature of a senior officer of the Company.

CERTIFICATION STATEMENT AND REPORT (CSR) FORM:

OEM Resellers may use the Certification Statement and Report (CSR) found on www.oemincentives.com to claim internal costs associated with the following activities - Partner Sales Executive approval is required:

1. E-Commerce

2. Email (must be filed under Market Development: E-Commerce)

3. Web Syndication

All other activities require a third-party invoice.

Refer to the updated CSR prior to submitting the form via Channel Incentives Resources (www.oemincentives.com).

SAMPLE OF A CSR FORM

Appendix: Certification and Statement Report (CSR)

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Display Size Resolution DPI Rows of tiles on Start

≤10.1 1366 x 768 155 3

≤10.1 1600 x 900 182 4

≤10.1 1920 x 1080 218 3

≤10.1 1920 x 1200 224 4

≤10.1 2560 x 1440 291 3

Display Size Resolution DPI Rows of tiles on Start

11.6 1366 x 768 135 3

11.6 1600 x 900 158 4

11.6 1920 x 1080 190 3

11.6 1920 x 1200 195 4

11.6 2560 x 1440 253 3

Display Size Resolution DPI Rows of tiles on Start

12.5 1366 x 768 125 4

12.5 1600 x 900 147 4

12.5 1920 x 1080 176 3

12.5 1920 x 1200 181 4

12.5 2560 x 1440 235 5

Display Size Resolution DPI Rows of tiles on Start

13.3 1366 x 768 117 4

13.3 1600 x 900 138 4

13.3 1920 x 1080 166 5

13.3 1920 x 1200 170 6

13.3 2560 x 1440 221 5

Display Size Resolution DPI Rows of tiles on Start

14 1366 x 768 112 4

14 1600 x 900 131 4

14 1920 x 1080 157 5

14 1920 x 1200 162 6

14 2560 x 1440 210 5

Display Size Resolution DPI Rows of tiles on Start

15.6 1366 x 768 100 4

15.6 1600 x 900 118 5

15.6 1920 x 1080 141 5

15.6 1920 x 1200 145 6

15.6 2560 x 1440 188 5

Display Size Resolution DPI Rows of tiles on Start

17 1366 x 768 100 4

17 1600 x 900 118 5

17 1920 x 1080 141 6

17 1920 x 1200 145 6

17 2560 x 1440 188 6

Display Size Resolution DPI Rows of tiles on Start

20 1600 x 900 92 5

20 1920 x 1080 110 6

20 1920 x 1200 113 6

20 2560 x 1440 147 6

Display Size Resolution DPI Rows of tiles on Start

23 1920 x 1080 96 6

23 1920 x 1200 98 6

23 2560 x 1440 128 6

The following table shows the typical number of rows of tiles on different combinations of display sizes and resolutions and should be used to market the appropriate screen in the coordinating display.

Appendix: Windows Start Screen Resolution Usage Chart