Before Your Microsoft Renewal, Make Sure You Have These Items

By Cindy Barron-Taylor

Director of Client Services, Microsoft, NPI

July 11, 2018

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Preparation is one key to a successful Microsoft renewal. Rather than reactively allowing the expiration date to sneak up on you, I encourage you to be as prepared as you can with all the data points and documents you will need well ahead of time.

This means ensuring that you have your current contracts such as your Microsoft Business Agreement (MBA) or Microsoft Business and Services Agreement (MBSA), your Enterprise Agreement and your Enterprise Enrollment, as well as your Customer Price Sheet(s) and the amendments associated with your Enterprise Enrollment. Don’t forget the accompanying Product Selection Form and any other documents that were included at the time you signed your enrollment.

Not sure what those items are? No problem - you can see an inventory of what was included when you submitted your last enrollment by looking at your Program Signature Form. There are some valuable pieces of information on the Program Signature Form as well, such as your MBA/MBSA number and your Agreement number. If you cannot easily locate these documents or are unsure whether the versions of the documents you have were the FINAL documents or preliminary, call or send an email to your Licensing Solution Provider (LSP – previously known as your LAR) and ask them to provide you with these documents for your upcoming expiring enrollment(s).

Things to Secure From Your Licensing Solution Provider Before Your Microsoft Renewal

In addition to these items, it’s also important to also ask your LSP to provide you with an updated Microsoft License Statement. It will contain all purchases your organization has made in Microsoft Volume Licensing.  If you purchase some items through the Microsoft Products and Services Agreement, be sure to ask for these items to be included as well.

Your LSP also can provide a report that will show the transactions within your enrollment that occurred from the time you submitted your enrollment up until the current date.  This is helpful especially for those of you who will be undertaking a Microsoft renewal for the first time as you may not have the history of the transactions that have occurred over the past three years.  This report will contain the items that currently sit in your enrollment and will save you time in trying to reconcile counts.

Speaking of time, yes, gathering all these documents will take time and will require some help from your LSP, so don’t wait too long to make the request.