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This document sets forth details of the Office 365 Deployment Offer (Offer), including eligibility
requirements and the obligations for both Microsoft Corporation (Microsoft) and the participating
customer (Customer). By participating in the Offer, Customer has indicated acceptance of these
terms and conditions.
Scope of Offer
As detailed below, if Customer meets the eligibility requirements of the Offer, Customer might be
eligible to benefit from a deployment investment paid by Microsoft directly to Microsoft Consulting
Services or a qualified Partner (each, a Partner).
Offer Investment Details
The amount of funds Microsoft will pay to a Partner once required deployment work (Deployment)
is completed depends upon the quantity of eligible SKUs purchased by Customer, as shown in Table 1
below.
FY14 Deployment Offer
Customers purchase of eligible seats
1,000 or more
$20,000 USD
250 999
$12,000 USD
150 249
$5,000 USD
Before a Partner will be eligible to claim investment funds through this offer, the Partner must satisfy
various milestones for Deployment to be considered complete, including but not limited to:
Tracking deployment progress within Microsoft tools, including a defined start and end date;
Confirming that the Partner has assigned all users that Customer plans to deploy; and
Working with Customer to establish a minimum of 10 users who are actively using at least one
cloud workload of the eligible Office 365 seats.
For further clarification, the following are examples of what constitutes active use for each of the
eligible workloads:
Microsoft will confirm active use of every seat prior to approving payment to a Partner. Microsoft will
reject Partner investment requests where no active use is found. Microsoft may also verify other
metrics, including data migration, customer feedback, etc. No funds will be paid out until the Partner
has completed all required deployment work and the Customer is actively using a minimum of 10
eligible Office 365 seats.
*Additional terms for Yammer workload payout apply
Page 2 of 16
Yammer workload is eligible for payout through special terms. The customer must be actively using
250 or more seats on the Yammer workload and can only receive a maximum payout of $5,000 USD
irrespective of the number of eligible seats purchased. If the Customer qualifies for more than $5,000
USD worth of funds, they can chose to relinquish the remaining eligible funds or chose to deploy
another workload per the required terms to receive full funding. For example: If a customer is eligible
for $20,000 USD and chose to deploy the Yammer workload, the Partner would be paid $5,000 USD.
This would leave $15,000 remaining. Either the customer can chose to not use those $15k in funds, or
they can deploy another qualified workload (ex. Exchange, Lync, etc.) to get the remaining funds. All
terms would apply to that deployment.
Deployments of any on-premises workloads are not eligible for this offer.
Eligibility Requirements
1)
Customer must purchase at least 150 seats of the eligible Office 365 SKUs listed below in table 2
between September 1, 2013 and June 30, 2014 (Offer Period). Customer may satisfy this
minimum by aggregating any number of separate transactions that occur during the Offer Period.
The funds for which a Partner is eligible will be based on the total number of eligible seats
Customer purchases by the end of Offer Period.
2)
The Offer only applies to deployment of seats of the Office 365 SKUs listed in Appendix 1 that
a Customer purchases during the Offer Period and for which a Partner has completed deployment
within 12 months of the initial qualifying purchase or before the end of Customers current eligible
Office 365 agreement term, whichever comes earlier.
3)
China O365: The offer includes China O365, Office 365 Operated by 21Vianet. Here are the
applicable SKUs:
Product Family
Part Number
Item Name
AAA-05285
AAA-05286
AAA-05279
AAA-05281
AAA-05597
AAA-05598
AAA-05590
AAA-05591
Page 3 of 16
A Partner must submit an investment request to Microsoft before 12 months have expired from the
time of Customers qualifying purchase or before the end of Customers current eligible Office 365
agreement term, whichever comes earlier. The submission date will be the date and time the
submission is recorded by Microsoft.
4)
Deployment investment is on a per-Office 365 tenant basis and is only eligible for up to five
tenants per Customer. The maximum deployment investment benefit per Customer enrollment
is $100,000 USD.
5)
The potentially qualifying transaction must not involve a Customer that may create a conflict of
interest.
6)
Customers that qualified for the FY13 Office 365 EA Offer Deployment Investment are not eligible
for this Offer.
7)
Customers that have already deployed Office 365 are not eligible for this Offer.
8)
Office 365 purchases made through Dedicated, Academic, or Charity programs are not eligible
for this Offer.
9)
Customers making an early commitment to their renewal by June 30, 2014 may take advantage of
the Offer provided they purchase eligible promo skus. Eligibility for deployment investment funds
requires a purchase of at least 150 seats of eligible SKUs on the customers current EA by June 30,
2014. The amount of deployment investment funds available to the customer will be calculated
based on the quantity of eligible seats purchased on the current agreement by June 30, 2014. The
maximum time to use the deployment investment funds is still 12 months from the initial qualifying
purchase.
10) Customers taking advantage of Reserved not yet Billed or RNYB are not eligible for this offer as
they are leveraging the transition free float benefit.
11) See additional Compliance Criteria below.
Payment
Partners may invoice for the investment funds of this offer as soon as the Deployment is completed.
All deployment investment funds will be paid by Microsoft directly to the Partner in local currency
based on published Microsoft exchange rates and disbursed semi-monthly. For all related payments
received from this Offer, the Partner is solely responsible for reporting and paying all applicable taxes
(such as value added tax, sales tax, gross receipts tax, or any other tax) that may be required under
any applicable laws. Customer should consult a tax advisor with any questions or concerns about the
applicable taxes related to this offer and agrees to indemnify and hold Microsoft harmless for any
damages arising from Customers failure to timely pay such taxes.
The deployment investment associated with this Offer may or may not cover the full cost of
Deployment. If a Partners cost to perform Deployment exceeds the amount of the deployment
investment funds associated with this Offer, the Partner may seek to recover from Customer the
difference between the Partners cost and the deployment investment funds it receives from
Microsoft. By choosing to participate in the Offer, Customer and Partner acknowledge this and agree
to indemnify and hold Microsoft harmless from any claims related to a Partners cost in excess of
deployment investment funds.
Microsoft Office 365 Deployment Offer Terms & Conditions
Page 4 of 16
Adjustment to Payments
If a Partner receives an overpayment of deployment investment funds from Microsoft, or if
Microsoft finds that payments were made to Partner for Deployment that was not completed in full
compliance with this Offer, Microsoft may adjust or deduct sums from future payments to the
Partner or require that the Partner repay such funds to Microsoft.
Publicity
Microsoft may publically disclose (orally and in writing) that Customer is a customer of Microsoft and
a purchaser of the USLs, including in a list of Microsoft customers and other promotional materials.
Sharing of Information
Customer agrees to share information with Microsoft about forecasts and progress of Deployments
upon request.
Voiding of Offer
Any non-compliance with the terms of this Offer will void the Offer. In such circumstances, the Partner
will have to refund to Microsoft all deployment investment funds Microsoft has paid to the Partner
pursuant to the Offer. Microsoft also reserves the right to pursue all other legal and equitable
remedies available under applicable law.
Offer Disputes
For any disputes regarding the Offer or any payments relating to the Offer, Customer must contact
Microsoft in writing by e-mailing FY14DeployOffer@Microsoft.com within 30 days of the disputed
payment or event. After 30 days, the Offer and all payments relating to the Offer shall be treated in
all respects as final.
Indemnity
Customer will at all times indemnify Microsoft against any loss, costs, expenses or liability, whether
direct or indirect, arising out of the breach of the terms of this Offer by Customer. This indemnity will
survive the expiration or termination of the Offer.
Liability
All deployment assistance services provided under this Deployment Reimbursement Offer will be
performed by Partners under separate agreement between the Partner and Customer. Although the
Partners have been approved by Microsoft to participate in this Offer, the Partners (except for
Microsoft Consulting Services (MCS)) are not affiliated with Microsoft and do not have authority to
bind or impose any obligation or liability on Microsoft. Except as otherwise set forth in a separate
agreement between Microsoft and Customer, to the maximum extent permitted by applicable law,
Microsoft will not be liable for any damages arising from the Deployment services that may be
provided by a Partner in connection with this Offer.
Offer Term
The Offer term consists of two different periods.
1. SKU Purchase
a. Eligible SKUs must be purchased by Customer between September 1, 2013 and
June 30, 2014. SKUs purchased outside of this time period will not be eligible for
the deployment investment.
Microsoft Office 365 Deployment Offer Terms & Conditions
Page 5 of 16
2. SKU Deployment
a. After purchase by Customers, SKUs must be deployed by a qualified Partner
within 12 months of Customers initial purchase of eligible SKUs or before the end
of Customers eligible Office 365 agreement term, whichever comes earlier.
Microsoft, in its sole discretion, may decide to extend the Offer beyond June 30, 2014, but will be
under no obligation to do so.
Termination of or Changes to Offer
Microsoft, in its sole discretion, may terminate, modify, or revise the terms of this Offer at any time.
Modifications may include, but are not necessarily limited to, the SKUs eligible for the Offer, the
amount of deployment investment funds included in the Offer, or the Customer eligibility for the
Offer. Customer may terminate its participation in the Offer at any time by notifying Microsoft in
writing. Microsoft will not distribute any deployment investment funds as part of this Offer for
qualifying transactions submitted by Customer after termination of Customers involvement in the
Offer.
Applicable Law
The laws of the State of Washington govern the terms of this Offer.
Relationship of the Parties
Neither the terms of this document as a whole nor any specific term or condition relating to the Offer
will be interpreted as a creating a partnership, joint venture, agency or franchise between Microsoft
and Customer.
Page 6 of 16
Appendix 1
Product Family
Part Number
Item Name
AAA-04063
TRA-00046
TRA-00047
TRA-00065
TRA-00066
TRA-00067
TRA-00068
TRA-00069
TRA-00070
TRA-00074
TRA-00075
TRA-00076
TRA-00077
AAA-00591
TRA-00017
Q6Y-00001
Q6Y-00004
Q6Y-00005
Q6Y-00002
Q6Y-00003
Q6Y-00006
Page 7 of 16
Exchange Online Plan 1
Open
Q6Y-00007
AAA-04065
TQA-00001
TQA-00004
TQA-00005
TQA-00006
TQA-00007
TQA-00008
TQA-00009
TQA-00010
TQA-00011
TQA-00012
TQA-00013
TQA-00014
TQA-00020
TQA-00021
TQA-00022
TQA-00023
TQA-00024
TQA-00025
TQA-00026
TQA-00027
AAA-00048
Page 8 of 16
Exchange Online Plan 2
AAA-00589
AAA-04151
T6A-00001
T6A-00003
T6A-00024
T6A-00046
T6A-00047
T6A-00048
T6A-00049
T6A-00050
T6A-00051
T6A-00052
T6A-00053
T6A-00054
T6A-00056
T6A-00057
T6A-00058
T6A-00059
T6A-00060
T6A-00061
T6A-00062
T6A-00063
T6A-00064
T6A-00067
T6A-00068
T6A-00069
Page 9 of 16
T6A-00070
T6A-00012
AAA-00593
Q4Y-00001
Q4Y-00004
Q4Y-00005
Q4Y-00002
Q4Y-00003
Q4Y-00006
Q4Y-00007
AAA-04073
UT6-00005
UT6-00007
UT6-00008
UT6-00009
UT6-00021
UT6-00022
UT6-00023
UT6-00024
UT6-00025
UT6-00026
UT6-00027
UT6-00028
UT6-00029
UT6-00030
UT6-00031
UT6-00032
UT6-00033
Page 10 of 16
Office 365 Plan E3
UT6-00040
UT6-00041
UT6-00042
UT6-00043
UT6-00044
UT6-00045
UT6-00046
UT6-00047
UT6-00048
UT6-00049
UT6-00050
UT6-00051
UT6-00052
UT6-00053
UT6-00059
UT6-00060
UT6-00061
UT6-00062
UT6-00063
UT6-00064
UT6-00065
UT6-00066
Page 11 of 16
UT6-00067
UT6-00068
UT6-00069
UT6-00070
AAA-00065
AAA-00599
9OA-00003
9OA-00005
9OA-00006
9OA-00008
9OA-00009
9OA-00020
9OA-00021
9OA-00022
9OA-00023
9OA-00024
9OA-00025
9OA-00026
9OA-00027
9OA-00028
9OA-00029
Page 12 of 16
9OA-00030
9OA-00031
9OA-00032
9OA-00040
9OA-00041
9OA-00042
9OA-00043
9OA-00044
9OA-00045
9OA-00046
9OA-00047
9OA-00048
9OA-00049
9OA-00050
9OA-00051
9OA-00052
9OA-00053
9OA-00054
9OA-00055
9OA-00060
9OA-00061
9OA-00062
9OA-00063
Page 13 of 16
9OA-00064
9OA-00065
9OA-00066
9OA-00067
9OA-00068
9OA-00069
9OA-00070
9OA-00071
AAA-04145
AAA-00067
AAA-00580
U4S-00002
U4S-00004
U4S-00005
U4S-00006
U4S-00007
U4S-00008
U4S-00009
U4S-00010
U7S-00008
U7S-00010
U7S-00011
U7S-00012
U7S-00013
U7S-00014
Page 14 of 16
Office 365 Plan G3
U7S-00015
U7S-00016
U7S-00017
U7S-00018
U7S-00019
U7S-00020
U7S-00021
U7S-00027
U7S-00028
U7S-00029
U7S-00030
U9S-00008
U9S-00009
U9S-00010
U9S-00011
U9S-00012
U9S-00013
U9S-00014
U9S-00015
U9S-00016
U9S-00017
U9S-00018
U9S-00019
Page 15 of 16
U9S-00021
U9S-00022
U9S-00023
U9S-00028
U9S-00029
U9S-00030
U9S-00031
D7U-00002
U7S-00026
U7S-00031
UT6-00006
UT6-00010
UT6-00012
Page 16 of 16
Office 365 Plan E3
UT6-00013
UT6-00014
UT6-00080
9OA-00004
9OA-00007
9OA-00010
9OA-00011
9OA-00013
9OA-00081
U7S-00001
U7S-00003
U7S-00004
U7S-00007
U7S-00026
U7S-00031
U9S-00001
U9S-00002
U9S-00003
U9S-00006
U9S-00007