©2004 Microsoft Corporation. All rights reserved. 1

Step-by-Step Re-Enrollment Guide for Certified and Gold Certified Partners

Welcome to Your Step-by-Step Guide to Re-Enrolling in the Microsoft Partner Program This guide is designed to help take you step-by-step and screen-by-screen through the re-enrollment process. It also provides other important re-enrollment information, such as who in your organization can re-enroll, when to re-enroll, three easy steps to re-enrolling, how much time is needed to re-enroll, and more.

Each year your company must re-enroll in the Microsoft Partner Program to keep its membership current and continue access to program benefits. Re-enrollment is based on a rolling calendar and runs 12 months from your enrollment date.

Partners are encouraged to re-enroll prior to their Program Expiration Date (Anniversary Date) to maintain benefits as well as access new benefits that support all stages of your business and help your company be successful. Benefits range from planning your business to building and maintaining your expertise, plus supporting your marketing and selling efforts and retaining your customers. New benefits include Partner Logo Builder, Customer Satisfaction Index, Channel Builder, and listing in the redesigned Microsoft Resource Directory, an online directory where customers worldwide can search for services and solutions that companies such as yours offer. (Note: Be sure to select the option to participate and update or complete your profile to be listed in this customer referral directory.)

Partners can re-enroll as early as 90 days prior to their Program Expiration Date. If your company misses its enrollment date, it will maintain access to online benefits for an additional 30 days after its Program Expiration Date.

Email Notification Prior to your company’s Program Expiration Date, it will receive email notifications sent to its Primary Program Contact, Secondary Program Contact, and Profile Administrator(s) encouraging it to re-enroll. The email specifies your company’s Program Expiration Date, along with actions for re-enrollment. You can also contact your Regional Support Center to provide your Program Expiration Date. A final re-enrollment email notification is sent to your company on its Program Expiration Date.

If your company has set up consolidated payment for your Child Sites, please note that re-enrollment notifications are sent only to your Child Sites. We encourage Child Sites to contact their Parent Site to inform them when it is necessary for the Parent Site to go to the Payment Center and pay their re-enrollment program fee.

Availability of the Re-Enrollment Tool The re-enrollment tool opens on December 20, 2004. Re-enrollment begins December 20, 2004 for partners within a 90-day window of their Program Expiration Date. As an example, on December 20, any partner with a Program Expiration Date on or before March 20, 2005 will have the ability to re-enroll.

Only the Primary Office is able to re-enroll; Branch Offices associated with the Primary Office are automatically re-enrolled once re-enrollment is complete. Re-enrollment can be completed by your company’s Primary Program Contact, Secondary Program Contact, or Profile Administrator(s).

©2004 Microsoft Corporation. All rights reserved. 2

Re-Enrollment Exemption During the re-enrollment period, existing Certified or Gold Certified Partners will be exempt from having to meet the full Competency, Partner Points, or customer reference requirements needed to complete re-enrollment and maintain existing level and Competency status for another year.

However, your company should continue working to achieve the full customer reference or Partner Points needed to meet program level and Competency requirements by its next Program Expiration Date.

Improved Re-Enrollment We’ve improved the re-enrollment tool to make it easier to use, so it takes fewer steps and less time to complete. The online re-enrollment process will take you through a sequence of screens which you will be asked to review and, if necessary, update or complete information about your organization. There are three basic steps to re-enrolling:

1. Review and approve the Microsoft Partner Program Agreement.

2. Verify, update, or complete your profile (Individual, Organization, Business Operations, Resource Directory listing, and Extended Business profiles).

3. Pay the program fee.

If you have already completed your profiles, you only need to verify that they are still accurate, which should take about 20-25 minutes. If you need to update your profiles, you should plan on 35-50 minutes; if you have not completed your profiles, plan on 60-120 minutes.

The re-enrollment process covers re-enrollment into your company’s program level and any Competencies you’ve attained. If your company wishes to re-enroll at a higher program level, we recommend you first re-enroll at your current program level to take advantage of the requirements exemption offered to existing Certified and Gold Certified Partners and to expedite the process for you. You can then apply for a higher program level at any time after your re-enrollment is complete.

To complete the process in the most efficient manner, use the Profile Questionnaire for Enrollment or Re-Enrollment before you start, to help gather and have ready your organization’s profile information.

Below are some general guidelines to follow:

• Fields that are required are marked with an asterisk (*). If you attempt to continue on to the next page without completing a required field, you will receive an error message.

• If you have previously submitted information about your organization, many of the fields on the screens will be pre-populated with that information.

• You do not need to complete the entire re-enrollment procedure all at once. Along the way there are options to save your entries for completion at a later time.

• At any point in the process you can click a Cancel button to cancel the re-enrollment session.

For Additional Help For additional help, contact your Regional Support Center.

Glossary of Terms A glossary of terms and program status definitions are listed at the end of this guide.

©2004 Microsoft Corporation. All rights reserved. 3

Re-Enrollment Steps Begin the re-enrollment process on the Account Status screen. There are two ways to access it:

• http://members.microsoft.com/partner/program/enroll/reenroll.aspx - or -

• https://partner.microsoft.com/global/partner

Note: If you are not signed in with your .NET Passport, you will be asked to sign in to access the Account Status page.

On the Select an Organization screen:

1. Click on the name of your company/organization.

Required roles

• Primary Program Contact • Secondary Program • Competency Contact (if Competencies have been applied for) • Partner Technical Contact • Sales and Marketing Contact • Benefit Shipment Contact • Primary Program Contact

Branch Locations required roles • Location Contact • Competency-specific roles (if Competencies have been applied for)

The Account Status screen appears for your organization.

Note: Before you start the re-enrollment steps, be sure to associate the required partner roles for your organization (listed below left).

To do so, select Individuals and Roles in the left navigation panel and follow the instructions on the page.

1. When ready to re-enroll, click Re-Enroll Now.

1

1

©2004 Microsoft Corporation. All rights reserved. 4

On the Select a Partnership Level screen:

1. Select your program level for re-enrollment.

Note: The selection defaults to your current program level. Even if your company wishes to re-enroll at a higher level, we recommend you first re-enroll at your current level to take advantage of the requirements exemption (as discussed on page 2 of this guide).

2. Click Next.

On the Begin Re-enrollment screen:

1. Review the steps required to complete re-enrollment.

2. When done, click Next.

The Sign the Microsoft Partner Program Agreement screen contains the Program Agreement for you to review and accept.

On this screen:

1. Review the Agreement. If you choose, you may also preview a printable version of the Agreement.

2. Complete the required fields.

3. When done, click I Accept.

Note: By accepting, you agree to abide by the Microsoft Partner Program Agreement.

1

2

2

1

1

2

3

©2004 Microsoft Corporation. All rights reserved. 5

The Individual Profile screen collects information about you and your company.

21 questions / 5-10 minutes

On this screen:

1. Verify that all information is current and complete any missing fields.

2. If applicable, enter your Microsoft Certified Professional (MCP) ID to authorize your organization to enjoy additional benefits based on your MCP credentials.

3. When done, click Next.

The Organizational Profile screen collects information that Microsoft can use to develop more specific benefits and partnership opportunities that fit the scale of your business.

10 questions / 5-10 minutes

On this screen:

1. Verify that all information is current and complete any missing fields.

2. If applicable, enter your organization’s government tax ID.

3. When done, click Next.

2

3

2

3

1

1

©2004 Microsoft Corporation. All rights reserved. 6

The Business Operations Profile screen collects information about your company, such as business focus and vertical markets, and uses this information to develop more specific benefits and partnership opportunities for your company.

9 questions / 10-20 minutes

On this screen:

1. Verify that all information is current and complete any missing fields.

2. Indicate whether or not you want your organization listed in the Microsoft Resource Directory.

Note: If you select “Yes,” you will be asked to complete a Microsoft Resource Directory Listing profile. The data collected will be used to accurately list your company’s service and solutions on this customer referral directory.

3. When done, click Next.

1

2

3

©2004 Microsoft Corporation. All rights reserved. 7

The Resource Directory Listing screen appears if you indicated on the previous screen that you want your organization to be listed in the Microsoft Resource Directory. (If not, continue to the next screen.) This profile collects data about your company that will be used to accurately list your company’s service and solutions in this customer referral directory.

11 questions / 10-20 minutes

On this screen:

1. Verify that all information is current and complete any missing fields.

2. When done, click Next.

The Extended Business Profile is the final profile screen. It collects additional information about your organization: the number of employees, sales and revenue data, customer information, Support and Help Desk information, and benefits. This information is used to develop more specific benefits and partnership opportunities for your company.

15 questions / 15-30 minutes

On this screen:

1. Verify that all information is current and complete any missing fields.

2. When done, click Next.

1

2

1

2

©2004 Microsoft Corporation. All rights reserved. 8

Note: If you see the ‘Submit Profile’ button instead of the ‘Submit and Pay’ button, this indicates that you may have more steps to complete before you can submit your program payment. Please return to the Account Status page and follow the instructions on the page.

The Progress Pane shows which required profiles have been completed. All four must have check marks before you can proceed.

To go back to any of these profile screens, click on the page name to the right of the check box.

1. To complete your re-enrollment at this time, click Submit and Pay.

To save what you’ve entered and complete the re-enrollment at a later time, click Save & Finish Later.

The Payment Center screen is where you make payments and review other invoice details.

The first step is to create your bill:

1. Select your organization by clicking the check box next to where your organization is listed under Step 1.

2. Click Create Bill.

On this screen you can order Additional Subscription Kits for your Branch Offices.

If you do not wish to order additional kits at this time, click No Additional Kits. (You can order kits at a later time.)

To order additional kits:

1. Select the associated Branch Office from the list.

2. Enter the number of kits for the selected Branch Office.

3. Click Add.

4. Click Add to Final Bill.

1

2

1

1 2

4

3

©2004 Microsoft Corporation. All rights reserved. 9

On the Process an Invoice screen:

1. Review the invoice.

2. If you want to print out the invoice, click Printer Friendly Version.

3. Select a payment method by clicking one of the following:

• Credit Card • Check • Wire transfer (available in

select countries)

If paying by credit card, the Pay by Credit Card screen provides the necessary instructions.

On this screen:

1. Review the instructions.

2. Enter the credit card information and the total amount to be billed to the card.

3. Click Submit.

1

2 3

1

3

2

©2004 Microsoft Corporation. All rights reserved. 10

If paying by check, the Pay by Check screen provides the necessary instructions.

On this screen:

1. Review the instructions.

2. Enter the check information and the total amount due.

3. Click Submit.

Once your payment has been submitted, the Thank You screen confirms payment and re-enrollment is completed.

In addition, this screen offers suggestions for next steps. Please review this information carefully.

You can then return to the Account Status screen (to manage other partner account tasks) or to the Payment Center (to complete payment for another partner organization) by clicking the applicable button at the bottom of the screen.

This concludes the re-enrollment process. We hope this guide has been helpful for you. If you have feedback for us about this guide, please send it to mpartners@microsoft.com.

1

2

3

©2004 Microsoft Corporation. All rights reserved. 11

Glossary of Terms Program Expiration Date (Anniversary Date): This is last date of your program year.

Branch Office: Any additional site linked to a primary office that has not paid a full subscription or is required to meet requirements on their own. They share benefits of the primary office, but all benefits are distributed by the Primary Office, not by Microsoft. Each Branch Offices also has a unique partner ID.

Child Site: A partner organization that has a unique ID and meets requirements for and receives Partner Points. The invoice of a Child Site is paid by the Parent Site.

Grace Period: A 30 calendar day period beginning immediately after the Program Expiration Date. The Grace Period provides you with additional time to re-qualify for the program.

Parent Site: A partner organization that has a unique ID, pays the subscription fee, and meets requirements for and receives Partner Points. The organization selects to pay the invoice(s) for other partner organizations who have met all requirements.

Primary Office: A partner organization that has a unique ID, pays the subscription fee, meets the requirements for and receives Partner Points. An organization can have multiple Primary Offices. Each Primary Office receives full benefits.

Program Status Below is information that will help you understand your current program status as displayed in the system before and after re-enrollment has been completed.

Current program level enrollment status Re-enrollment has started but is not complete Re-enrollment has been completed

Active Incomplete Submitted Pending Cancelled Rejected

Idle

Lapsed

Incomplete Submitted Pending Cancelled Rejected

Active

Not re-enrolled

Incomplete Submitted Pending Cancelled Rejected

Active

Active—You have met all program requirements and receive all benefits associated with your program level. Cancelled—You have requested to discontinue participation in the program. Expired— If you are not re-enrolled, your current enrollment will enter “expired” status after 18 months from your Anniversary Date. Idle—If you complete re-enrollment prior to the Program Expiration Date of your current program year you will be in “Idle” enrollment status until your current enrollment expires. On your Program Expiration Date, your “Idle” enrollment will be activated. Incomplete—Application process has been initiated but not completed. Lapsed—You have not completed re-enrollment during the program year and are now in the 30 day grace period. Not re-enrolled—The 30-day Grace Period has elapsed and you have not completed re-enrollment. You can remain in “not re-enrolled” status for 18 months from your Program Expiration Date. Pending—You have met all nonpayment-related requirements and are awaiting the payment process steps to be completed through your Regional Service Center (applicable in case of pay by wire, pay by check, etc.). Rejected—Microsoft Corporation has discontinued your participation in the Microsoft Partner Program and you cannot reapply. Submitted—You have submitted your profile.