suzanne griffin camp price nc consultants
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NC Microsoft Settlement Voucher Process. Suzanne Griffin Camp Price NC Consultants. General Information. 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 - PowerPoint PPT PresentationTRANSCRIPT
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 $719,246.06
Cycle 1 SubmittalsA. Tech Plan Verification
FormB. List of Products Purchased Sheet
C. Copy of Check From Microsoft
D. Copy of Paperwork Received from Microsoft
Requested Reimbursement Actual Reimbursement
SOFTWARE VOUCHER$- $-
Date Indicates Completion Date Indicates Completion Date Indicates Completion Date Indicates Completion
A. Tech Plan Verification Form
B. List of Products Purchased Sheet
C. Copy of Check From Microsoft
D. Copy of Paperwork Received from Microsoft
Requested Reimbursement Actual Reimbursement
GENERAL PURCHASE VOUCHER$- $-
Date Indicates Completion Date Indicates Completion Date Indicates Completion Date Indicates Completion
Cycle 2 SubmittalsA. Tech Plan Verification
FormB. List of Products Purchased Sheet
C. Copy of Check From Microsoft
D. Copy of Paperwork Received from Microsoft
Requested Reimbursement Actual Reimbursement
SOFTWARE VOUCHER$- $-
Date Indicates Completion Date Indicates Completion Date Indicates Completion Date Indicates Completion
A. Tech Plan Verification Form
B. List of Products Purchased Sheet
C. Copy of Check From Microsoft
D. Copy of Paperwork Received from Microsoft
Requested Reimbursement Actual Reimbursement
GENERAL PURCHASE VOUCHER$- $-
Date Indicates Completion Date Indicates Completion Date Indicates Completion Date Indicates Completion
Cycle 3 SubmittalsA. Tech Plan Verification
FormB. List of Products Purchased Sheet
C. Copy of Check From Microsoft
D. Copy of Paperwork Received from Microsoft
Requested Reimbursement Actual Reimbursement
SOFTWARE VOUCHER$- $-
Date Indicates Completion Date Indicates Completion Date Indicates Completion Date Indicates Completion
A. Tech Plan Verification Form
B. List of Products Purchased Sheet
C. Copy of Check From Microsoft
D. Copy of Paperwork Received from Microsoft
Requested Reimbursement Actual Reimbursement
GENERAL PURCHASE VOUCHER$- $-
Date Indicates Completion Date Indicates Completion Date Indicates Completion Date Indicates Completion
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
(704) 694-8373 – cell
(704) 272-7405 – home
Questions?Questions?Questions?Questions?
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