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Keep track of the latest offers from Microsoft Incentives
SMB Advantage
Terms and Conditions
Table of Contents
Purchase Qualifications
Registration Requirements and Limits
Payout Structure
Eligible License Payout
Eligible Online Services Payout
License Exclusions
Partner Subsidy Funds Utilization
Partner Subsidy Funds Utilization Exclusions
Partner Subsidy Funds Payment Information
Returns
Country
Limitation of Liability
Disclaimer for Government Customers
Additional Information
Schedule A - Eligible Online Services
Microsoft Online Services
Open, Open Value, OVS - Corp & Govt
Schedule B - Other Promotions
Schedule C - Change History
Schedule D - Change History



Purchase Qualifications

SMB Advantage is valid only for Qualified Small and Mid-Sized Business (“SMB”) Organizations* purchasing Online Services through the Microsoft Online Service Program (“MOSP”) or Eligible Licenses outlined in Schedule A, and the purchase must be registered in a timely manner as set forth below.

"Qualified Organizations" are legal entities with operating income reported in the United States, and may include commercial and government customers, where permissible by law. Academic customers purchasing under Academic Agreements are not eligible to participate in this promotion.

A Qualified Organization includes the Qualified Organization’s Affiliates. "Affiliate" means any legal entity that owns, is owned by, or that is under common ownership with the Qualified Organization (ownership means control of more than a 50% interest).

Nothing in these terms and conditions guarantees that an organization will meet the eligibility requirements for enrollment and/or renewal in one of the Microsoft License programs.

Licenses purchased under the following programs are generally considered "Eligible Licenses" for this promotion:

  • Open License
    • Open Business License (Both L Only & L/SA)

    • Open Local Government License (Both L Only & L/SA)

  • Open Value
    • Open Value License and Software Assurance (L&SA) for Commercial and Government

    • Open Value Subscription(OVS) for Commercial and Government

Specific Eligible License information is provided in Schedule A.

NOTE: Open Value Level C is excluded. See "License Exclusions" section below for more information.

Eligible Licenses must be genuine licenses sold in the United States, and Online Services must be purchased in the United States; both types of purchases must be intended for use in the United States. Eligible licenses must be purchased from a partner that is an active member of the Microsoft Partner Network ("Authorized Selling Partners") in order to qualify for partner subsidy funds. Products or Online Services purchased prior to the offer period are not eligible for this promotion.

*SMB is defined as any company with 5-249 seats and designated as a Small and Mid Sized Business by Microsoft in its discretion.



Registration Requirements and Limits

This offer is good for qualifying purchases made between March 3, 2014 and May 31, 2014 from authorized selling partners (or MOSP, for Online Services). Microsoft reserves the right to cancel or extend this promotion at any time in its sole discretion with fifteen (15) days’ notice. Notice will be provided only at https://www.microsoftincentives.com/SMBAdvantage. No individual notice will be provided if the offer is cancelled or extended. Please check https://www.microsoftincentives.com/SMBAdvantage for offer availability before purchasing.

Qualified Organizations must successfully register their purchase(s) at https://www.microsoftincentives.com/SMBAdvantage by 5:00pm PDT within fifteen (15) days of purchase date to receive the partner subsidy funds. If the Qualified Organization fails to register by 5:00pm PDT within (15) days of purchase date it forfeits the right to receive any subsidy funds from this promotion. The purchased software will be validated as genuine during the registration process.

  • Purchase Time Period (“Offer Period”): March 3, 2014 through May 31, 2014

  • Registration Deadline: Before 5:00 p.m. PDT within fifteen (15) days of purchase date.

  • Revenue Types: Eligible revenue sold through Open Licensing or Advisor



Payout Structure

The total payout amount will be determined according to the rate structure below and the calculation details described in these terms and conditions. Microsoft will, in its sole discretion, determine the products eligible for this subsidy. The SKU list may be provided for your convenience only and does not control the incentive amount or products on which an incentive will be earned and paid. Inclusion of an ineligible product on the SKU list or discrepancy in the incentive amount does not control whether the subsidy is paid.

Eligible License Payout

Provided the entity is a Qualified Organization that purchases the Eligible Licenses from an Authorized Selling Partner and registers its license purchases in a timely fashion, the Qualified Organization will receive partner subsidy funds for the Eligible Licenses purchased during the Purchase Time Period. Each purchase of the minimum quantity and type of licenses of a qualifying product made by the Qualified Organization during the Purchase Period will determine the partner subsidy dollar payout.

The amount of partner subsidy funds available to a Qualified Organization is determined based on the quantity and type of Eligible Licenses purchased during the offer period, as set forth in Schedule A.

The Total Partner Subsidy Funds Amount Earned is calculated by multiplying the rate for the month of purchase by the quantity of licenses purchased.

The partner subsidy funds available are capped by the Maximum Qualifying License Quantity Per Product.



Eligible Online Services Payout

In order to be eligible for subsidy payout the customer subscription must be active at the time of subsidy approval and payment. Per the cancellation policy for Office 365 and Microsoft Dynamics CRM Online, customers can cancel their subscription within 30 days of purchase without incurring a cancellation fee. Cancellation of the service will not change customers’ obligation to pay any charges due on their billing account. The SLA for check fulfillment for online services is 6-8 weeks from date of subsidy redemption. The subsidy payout for eligible Microsoft Online Service subscriptions will be calculated as a percentage of an annual subscription value, even though the service contract is month-to-month.

The amount of partner subsidy funds available to a Qualified Organization is determined by multiplying the total annualized subscription value of the eligible Microsoft Online Services purchased during the offer period by the applicable payout rate.

Trial subscriptions of Microsoft Online Services are not eligible for SMB Advantage. New eligible seat purchases within the SMB Advantage offer period noted above by both new and existing SMB commercial customers qualify, however a minimum of 5 seats must be sold to a single customer within the Offer Term to qualify and the maximum number of seats for subsidy payout is limited to 200 per qualifying product within the offer period.



License Exclusions

Partner subsidy funds are specifically not earned or available for purchases of the following licenses:

  • Enterprise Agreement and Enterprise Subscription Agreement Program Licenses

  • Select Program Licenses

  • Open Volume Program Licenses and Open Value Level C

  • Open Value Subscription Perpetual licenses

  • Open L&SA renewals only for both Commercial and Government

  • Any Software Assurance (“SA”) renewal only purchase

  • Any parts sold as “Rental”

  • All parts sold “w/o Hyper-V”

  • Any parts sold as “Up-to-date”

  • Any parts sold as Partner Only

  • Not-For-Resale products

  • Full Package Product ("FPP")

  • Academic Edition ("AE") products

  • Software acquired through charity pricing, BizSpark, TechNet or MSDN® Subscriptions

  • Software acquired through ISV Royalty or Services Provider License Agreement ("SPLA" Programs)

  • Upgrade licenses or revenue (if available)

  • Software that is intended for distribution outside of the United States

  • Counterfeit software

  • Purchases of qualifying licenses for products that have been previously returned


Partner Subsidy Funds Utilization

The partner subsidy funds received as part of this promotion may only be used with a partner ("Selected Partner") active in the Microsoft Partner Network that is selected by the Qualified Organization for implementation of the Qualified Organizations Microsoft software, subscriptions and associated services.

If customers do not have an existing relationship with a registered partner active in the Microsoft Partner Network, they can select from the partner directory on http://pinpoint.microsoft.com.



Partner Subsidy Funds Utilization Exclusions

Each partner subsidy funds check will expire within ninety (90) days of its issue date. Partner subsidy funds are NOT to be given to a partner as a credit (i.e. on account) to pay for future services that begin after the ninety (90) day expiration date of the check; the partner must begin services before the ninety (90) day expiration date.

Qualified Organizations may not receive a cash payout from the Selected Partner for any portion of the partner subsidy funds amount.

Microsoft reserves the right to request proof of services (e.g. partner statement of work and/or invoice) or products purchased by Qualified Organizations to verify completion of appropriate services, Microsoft Online Services subscriptions, or products sold by their Selected Partner. Microsoft also has the right to contact the Selected Partner to verify the services, Microsoft Online Services subscriptions, or products sold.

Qualified Organizations may not participate in this promotion if they are participating in any other Microsoft Cash Rebate, Partner Subsidy or discounted SKU promotions for the same subscriptions unless listed as eligible in the Payout Structure table.



Partner Subsidy Funds Payment Information

A partner subsidy funds check will be sent to the Qualified Organization within eight weeks of the registration date. The partner subsidy funds check will be payable to the Selected Partner.

The Qualified Organization will deliver the check to the Selected Partner upon (1) completion of the Selected Partner services, and/or (2) purchase of additional Microsoft Online Service subscriptions or other Microsoft products from the Selected Partner.

The receipt of benefits is contingent upon Microsoft’s verification that all of the criteria in these terms and conditions have been met.

A successfully submitted claim will result in an email confirmation sent within 24 hours, which will include a claim confirmation number. If you do not receive the check within the expected 8 week time period, it is your responsibility to contact our support team at smbadvantage@microsoft.com or (800) 735-5232 and inquire as to your check status, using your claim confirmation number for reference.

Any issues regarding the claim or payment must be raised through the support team within 90 days of submitting the claim and receiving a claim confirmation number, including payment amount disputes or a missing check. Microsoft’s decisions with respect to eligibility and amount of partner subsidy funds are at Microsoft’s sole discretion. All such decisions are final.



Returns

The Qualified Organization must reimburse Microsoft for partner subsidy funds paid upon the purchase of licenses if the Qualified Organization subsequently returns the qualifying product. Microsoft reserves the right to retrieve funds associated with returned licenses. In addition, products will not be eligible for offer payout if a customer returns product purchased prior to the offer period and then repurchases the same products.



Country

Offer good in the 50 United States, the District of Columbia, and all U.S. military bases that contain valid APO/FPO addresses only. Offer not valid in U.S. Territories including Puerto Rico, U.S. Virgin Islands, or Guam. Offer not valid in Canada. Offer void where prohibited, taxed, or restricted by law.



Limitation of Liability

Qualified Organizations are responsible for contracting directly with their Selected Partner for any services, Microsoft Online Service subscription, or products to be provided and paid for in whole or in part by the partner subsidy funds. Qualified Organizations are responsible for submitting the partner subsidy funds check to their Selected Partner, and for paying any amount owed in excess of the amount of the partner subsidy funds. The Selected Partner does not represent or act as an agent for Microsoft. IN NO EVENT SHALL MICROSOFT HAVE ANY OBLIGATION OR LIABILTY WHATSOEVER IN RELATION TO THE SERVICES OR PRODUCTS PROVIDED BY THE SELECTED PARTNER UNDER THIS PROMOTION.



Disclaimer for Government Customers

It is Microsoft’s intent that the promotional offer set forth herein (including but not limited to products, or other services rendered by Microsoft partners) complies with all applicable federal, state, and local government gift and ethics rules. If you are a government employee, this promotional offer may be used for agency/institution purposes only, solely for the benefit of your agency/institution, and not for the personal use or benefit of any individual. You should consult with your agency/institution counsel or ethics officer prior to any participation/use/redemption of this promotional offer, and advise us in writing of any restrictions on your participation in the promotional offering.



Additional Information

If you are a Microsoft partner and would like to learn about SMB Advantage, visit http://aka.ms/SMBAdvantage. For qualification and redemption questions, please contact smbadvantage@microsoft.com or (800) 735-5232. Promotion support is available from 8:00 AM – 5:00 PM (CST).

Microsoft reserves the right to make changes to this Promotion at any time. Changes, if any, to this Promotion will be identified in Schedule D. It is your responsibility to be aware of any changes to the Terms and Conditions by checking Schedule D regularly.



Schedule A – Eligible Online Services

This schedule does not reflect all eligible products. It represents a general list of categories that qualify. The detailed products list is available at https://microsoftincentives.com through the SMB Advantage portal.


Microsoft Online Services
Product Family Group Product Family Min Max
Dynamics CRM Dynamics CRM Online Professional 5 200
Office 365 Exchange Online 5 200
Lync Online    
M SKU
Sharepoint Online    
E SKU w/Office    
Project Online    
Office 365 Enterprise    
Visio Online    
Power BI

Open, Open Value, OVS - Corp & Govt
Product Family Group Product Family Min Max
Dynamics CTM Dynamics CRM Online 5 200
Office 365 Exchange Online 5 200
Lync Online  
M SKU    
SharePoint Online    
E SKU w/Office    
Project Online    
Office 365 Enterprise    
Visio Online    
Power BI    
SQL Server Premium SQL Server Enterprise 1 5
SQL BI Server    


Schedule B – Qualifying Part Numbers Schedule

Open Corporate

Open Government

Open Value Corporate

Open Value Government

OVS Corporate

OVS Government



Schedule C – Other Promotions

Participation in SMB Advantage cannot be combined with any other promotions, including but not limited to the following:

  • Microsoft Office 365 FastTrack Deployment Offer


Schedule D – Change History
Date of Change Change Made
3/13/14 Added payouts on CRM on premise product, Microsoft Office 365 Renew to the Cloud Open Value SKUs, Microsoft Get2Modern SKUs, Microsoft Office 365 Advisor Upsell SKUs.








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