Suzanne Griffin Camp Price NC Consultants

Suzanne GriffinCamp Price

NC Consultants

NC Microsoft NC Microsoft Settlement Voucher Settlement Voucher

Process Process

NC Microsoft NC Microsoft Settlement Voucher Settlement Voucher

Process Process

• National class action lawsuit against Microsoft

• NC = $40.9 million– Minimum $9,951.12/eligible school– Schools with >500 students = Minimum

amount plus $137.96/student– 2 Consultants

• Schools who benefit – 2004-05 final “official” ADM & Free/Reduced Lunch

General Information General Information General Information General Information

• Awareness of Settlement– Finance Officers– Technology Coordinators

• Award Amounts & Schools– DPI Webpage:

http://www.ncwiseowl.org/Impact/div_it/

• LEA Receive Vouchers

Process - Step 1Process - Step 1Process - Step 1Process - Step 1

General Purpose Software

Eligible Items

Process - Receive Vouchers Process - Receive Vouchers Process - Receive Vouchers Process - Receive Vouchers

Process - Receive Vouchers Process - Receive Vouchers Process - Receive Vouchers Process - Receive Vouchers

• Alignment with Technology Plan– Eligible Items

– Eligible Schools

• Progress in Meeting Goals & Objectives

• Best Utilization of Settlement Funding

Technology PlanTechnology PlanTechnology PlanTechnology Plan

Purchasing Purchasing Hardware/SoftwareHardware/Software

Purchasing Purchasing Hardware/SoftwareHardware/Software

• Purchase Hardware/Software–Prior Purchases

• After Sept. 19, 2003

–New Purchases• Before December 31, 2008

Assemble Voucher Assemble Voucher DocumentationDocumentation

Assemble Voucher Assemble Voucher DocumentationDocumentation

• Compile Purchase Compile Purchase Verification DocumentationVerification Documentation–Proof of PurchaseProof of Purchase

• 5 Point Criteria5 Point Criteria

• UPC Codes are no longer necessary if the invoices meet the the following 5pt invoice criteria. The 5 pt criteria necessary on invoices is as follows:

1. The vendor’s name 2. The date of purchase [not P.O. or requisition date] 3. The product name/description [not Part numbers, please] 4. The product’s unit price & quantity purchased 5. The method of payment [credit card, Terms Net 30/45, On

Account, Check, Cash, etc.]

5 Point Criteria5 Point Criteria5 Point Criteria5 Point Criteria

• This information must be printed on the invoice/receipt by the vendor not handwritten on the invoice. Purchase Orders/Requisitions and other internal documents are not necessary as Proof of Purchase, and actually slow the voucher processing.

5 Point Criteria5 Point Criteria5 Point Criteria5 Point Criteria

Complete FormsComplete FormsComplete FormsComplete Forms

• Complete Microsoft Voucher Complete Microsoft Voucher FormForm–Official Page 1Official Page 1–Listing of Hardware and/or Listing of Hardware and/or

SoftwareSoftware– Be sure to CHECK first that it is Be sure to CHECK first that it is

approved!approved!• www.signalintechconsulting.com/NCMS

Technology Plan Technology Plan Verification FormVerification FormTechnology Plan Technology Plan Verification FormVerification Form

• Complete FormComplete Form

• EMail Suzanne or CampEMail Suzanne or Camp– Technology Plan Verification FormTechnology Plan Verification Form

– Listing of PurchasesListing of Purchases

• After Review, You Will Receive:After Review, You Will Receive:– Approval within 30 daysApproval within 30 days

– Needed Changes/AdditionsNeeded Changes/Additions

Consultant Approval FormConsultant Approval FormConsultant Approval FormConsultant Approval Form

LEA

Software Voucher Allotment $359,623.03 General Purpose Voucher

Allotment $359,623.03 TOTAL VOUCHER

ALLOTMENT $719,246.06

Available Software Voucher Dollars $359,623.03

Available General Purpose Voucher Dollars $359,623.03

AVAILABLE VOUCHER DOLLARS $719,246.06

Cycle 1 SubmittalsA. Tech Plan Verification

FormB. List of Products Purchased Sheet

C. Copy of Check From Microsoft

D. Copy of Paperwork Received from Microsoft

Requested Reimbursement Actual Reimbursement

SOFTWARE VOUCHER$- $-

Date Indicates Completion Date Indicates Completion Date Indicates Completion Date Indicates Completion

A. Tech Plan Verification Form

B. List of Products Purchased Sheet




GENERAL PURCHASE VOUCHER$- $-






























Total Requested Reimbursement

Total Actual Reimbursement

Date

$- $-

NAME

Consultant Signature

Note 1: During each cycle, completion of A and B are required before Vouchers can be submitted to Microsoft for reimbursement. Software and General Purpose Vouchers do not have to be submitted at the same time. They will be processed at the time of submis

LEAs will receive a signed/dated copy of this document after each submission/approval action.

Note 2: Completion of all four areas (A,B, C, and D) are required to finalize the process for a particular set of vouchers for any cycle.

Submit VoucherSubmit VoucherSubmit VoucherSubmit Voucher• Receive Consultant Approval to

Technology Plan Verification

• Mail Completed Signed Voucher & Voucher Documentation to Microsoft– ONLY ONE/School Year– Return Receipt Requested– Keep Copies of EVERYTHING

• Send copy of Microsoft Check to Suzanne or Camp

• Monies Returned to Appropriate Funds– If Purchases from Federal Programs –

Back to Federal Programs– If Purchases from PRC15 – Back to

PRC15

Receive CheckReceive CheckReceive CheckReceive Check

AuditAuditAuditAudit• Microsoft can request an audit

• BE PREPARED!

• Assemble Documentation in case of Audit

• Keep copies of EVERYTHING– Documents submitted– Records of submissions– Notes any communications

• Part of NC Settlement Guidelines– Provided by two consultants– 3 Regional Mini-Conferences

• Fall 2007• Spring 2008• Fall 2008

– Sign up… First register

Professional DevelopmentProfessional DevelopmentProfessional DevelopmentProfessional Development

www.signalintechconsulting.com/NCMS

Settlement Web Site Settlement Web Site Settlement Web Site Settlement Web Site

ConsultantConsultantConsultantConsultant

Suzanne Griffin

[email protected]

(704) 694-8373 – cell

(704) 272-7405 – home

• Camp [email protected]

(910) 478-8821 -- cell

ConsultantConsultantConsultantConsultant

Questions?Questions?Questions?Questions?

The EndThe EndThe EndThe End

Suzanne Griffin Camp Price NC Consultants

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