Volume Licensing Enrollment for

Please contact your reseller for specific pricing for the appropriate level for your institution.

EES Eligibility

Your institution must meet these requirements to qualify for an EES in the United States:

1.A higher-education institution (or administrative office or board of education of a higher-education institution) that is organized and operated exclusively for teaching its enrolled students. Also, an accrediting agency nationally recognized by the U.S. Secretary of Education must institutionally accredit your institution; or

2.A K-12 school organized and operated exclusively for teaching their enrolled students and accredited by an accrediting agency nationally recognized by the U.S. Secretary of Education or recognized or approved by the Department of Education of the State in which it is located; or

Please note: In EMEA, K-12 schools will be eligible beginning March 1, 2011.

3. 
   A preschool providing an early childhood program incorporated for the purpose of providing educational services to children between 2 and 5 years of age, serving a minimum of 10 children, and having been in operation for at least one year.
   

Hospitals and healthcare systems are not eligible for the EES unless a qualified educational institution wholly owns and operates them. “Wholly owned and operated” means that the educational institution is the sole owner of the hospital or healthcare system (including all of the organization’s assets) and the only entity exercising control over the hospital’s day-to-day operations. You can find additional information on determining if an entity is wholly owned and operated by an educational institution at www.microsoft.com/education/Eligible.mspx.

Please note: Eligibility for academic Volume Licensing varies by region. Please check with your regional Microsoft subsidiary for eligibility requirements. For U.S. customers, refer to http://www.microsoft.com/education/Eligible.mspx for more information. To locate your regional Microsoft Volume Licensing Web site, go to www.microsoft.com/licensing/index/worldwide.mspx.

Aggregate Groups/Consortia

Special approval from Microsoft is required for aggregate groups (such as a consortium of independent colleges) to enter into the EES. Please contact your Microsoft representative for more information.

Term

With the EES, you have the option of choosing a one-year or three-year subscription term. In either case, you submit an annual order with your reseller specifying the licensed product selections for the year.

One-Year Option

This option provides you with temporary license coverage for 12 months. At the end of the subscription term, you can extend the coverage for another 12 months (up to five times) or for 36 months (one time) by submitting an extension order through your reseller. You must place the extension order before the expiration of your current subscription term. With your extension order, you need to include an updated FTE count, any changes to your product selections, and a new Student Option count (if you chose the Student Option).

Three-Year Option

You also have the option of a three-year subscription term. If you choose the three-year option and comply with the ordering requirements identified below, Microsoft will not increase the per-unit pricing to your distributor above the prices for the initial licensed product order for your anniversary orders.

Please note: Your reseller determines your actual annual pricing. Please discuss pricing details with your reseller.

By choosing the three-year subscription option, in addition to your initial order, you agree to submit an anniversary order prior to (or on) the first and second anniversaries of the effective date (the date your license coverage begins) of your EES. If you do not submit an order, your EES may be terminated.

The anniversary orders must be for at least the same quantity of the licensed desktop platform products ordered in the first year. For example, if the total number of FTE employees for year 2 decreases from 250 to 245, the anniversary order would include 250 FTE employees. If the number of FTE employees increases for year 2, but decreases for year 3, the year 3 anniversary order can reflect that decrease in FTE employees, but the decrease must not fall below the number of FTE employees included on the year 1 order. For instance, for year 2, the number of FTE employees increases to 300 but in year 3 decreases to 245, the order in year 3 would still be for 250 FTE employees.

If you selected the Student Option in your original order, you may also increase, but not decrease below the initial order quantity, the number of students included in your Student Option. When you submit your anniversary order, you may also order any licensed product that was not part of your initial order. The price that Microsoft charges your distributor for products not ordered previously will be the current price on the price lists. Microsoft will not increase this price to the distributor for the remainder of the subscription term.

At the end of the subscription term, you can extend the coverage for 12 months (up to three times) or 36 months (one time) by submitting an extension order through your reseller. You must place the extension order before the expiration of your current subscription term. With your extension order, you need to include an updated FTE employee count (may be higher or lower than the FTE employee count at your initial order), any changes to your product selections, and a new Student Option count (if you chose the Student Option).

Additional Orders

Whether you choose the one-year or three-year option, you may place licensed product orders with your reseller at any time during the year after your initial order. When you place an additional order, you will be charged a pro-rated price based on the number of months remaining in your annual term, with a minimum price of 50 percent of the full annual per-product price. For instance, if you order a product at month three, you will pay for nine months (.75 x the annual per-product price). If you order a product at month nine, you will pay for six months (.5 x the annual per-product price).

When placing an additional order for Online Services, you will be charged a pro-rated price based on the number of months remaining in your EES term, with a minimum price of one month's subscription.

EES Documents

When licensing Microsoft software through EES, it is important that you review and understand the specific use rights granted by your license coverage.

Below is an overview of four important documents that detail those rights—the Campus and School Agreement (CASA), the Enrollment for Education Solutions (EES), the Microsoft Volume Licensing Product Use Rights (PUR), and the Microsoft Volume Licensing Product List.

Campus and School Agreement

The EES is an enrollment under the Campus and School Agreement. This agreement contains an overview of the program and general terms and conditions, plus details on such topics as distributing software to licensed users and Work at Home rights. The Campus and School Agreement has no expiration date. Once this agreement is in place, you do not have to sign another one when renewing your annual coverage. If your institution has a current Campus Enrollment or School Enrollment under a Campus and School Agreement, you do not need to sign a new Campus and School Agreement; you only need to sign the EES, which will replace your previous Campus Enrollment or School Enrollment.

Please note: You will be a “Campus Program” customer after signing EES. You will accept the Campus and School Agreement terms and you will be referred to and identified as a “Campus Program” customer in communications to you from Microsoft and in Microsoft tools to which you have access.

Enrollment for Education Solutions (EES)

The EES provides an overview of enrollment, includes additional program terms and definitions, and is used to provide contact information, define your organization, and enroll in the Student Option. This document also specifies the licensed period (one or three years) and the total FTE count that you will cover in the first annual order.

Microsoft Volume Licensing Product Use Rights

The Microsoft Licensing Product Use Rights (PUR) document contains the product-specific terms and conditions that govern how Microsoft products can be used in the Volume Licensing programs. It is the equivalent of the End User License Agreement (EULA) that you would receive when purchasing a retail licensed product. Much of the wording is common to both the EULA and the PUR. This document is updated regularly. The PUR that is in effect as of the beginning of the licensed period for a particular product version applies to the use of the product throughout the licensed period. The use rights for a particular product version lock when a product is first ordered. If a new version is released, use of the new version is governed by the most current PUR as of the time of that release. You can access the most current PUR at www.microsoft.com/licensing/userights/.

Microsoft Volume Licensing Product List

The Microsoft Volume Licensing Product List provides information monthly about Microsoft licensed product and Online Services licensed through Microsoft Volume Licensing programs. The information described in the Product List includes the availability of new software and products offered through Microsoft Volume Licensing, the point or unit value and unit count for each software and product technology, available promotions, migration paths from one version of licensed product to another version of that same product, Software Assurance benefits, and more.

The Product List is updated monthly. You can access the most current Product List at www.microsoft.com/licensing/userights/.

Special Use Rights

Work at Home Rights

Your institution may offer limited Work at Home (WAH) rights to your faculty and staff members only with no additional license charge. These limited rights permit using application, system, and CAL products on a personally-owned device for work-related purposes only. You can choose to extend these rights to your faculty and staff members only for licensed products for which you have institutional licenses through your EES.

If you extend WAH rights, your institution accepts responsibility for communicating the terms and conditions to your faculty and staff members. This includes keeping accurate records of licensed product use and distribution and ensuring that your faculty and staff agree to the stated terms and conditions.

For your convenience, we have provided a Faculty/Staff Acceptance Form that you may want to have your users sign when granting WAH rights to them. This form is available at www.microsoft.com/education/WorkHome.mspx.

Employees who do not use institutional devices, such as maintenance, grounds keeping, and cafeteria staff are excluded from WAH rights if they were not included in the FTE employee count when placing your order.

*The school may incur some costs for obtaining and distributing the WAH media.

Distributing Media for Work at Home Use

You may distribute media to faculty and staff for WAH use using the following methods only:

Please note: Most products, including Windows 7 and Office Professional Plus 2010, require activation. For those products, you may use option 1 or 2 below, which utilize non-volume licensing media and activation keys. You may NOT distribute volume licensing media and volume license keys (VLKs) for products that require activation to users for WAH use. For a complete list of products that require activation, see www.microsoft.com/licensing/resources/vol/default.mspx.

For All Products (including those that require activation):

1. 
   Utilize the Electronic Software Distribution option offered by Microsoft’s authorized Digital Distribution Service Provider (DDSP). The DDSP will set-up a web store for you or your reseller to facilitate the delivery of software and any keys necessary for activating individual products to your faculty/staff for Work at Home. (You can also use this facility to distribute software to eligible students under the Student Option.) For more information, contact your reseller.
   

1. 
   Purchase and distribute one copy of each applicable CD-ROM or disk set to each authorized user. You must purchase these CDs or disk sets (known as “student media”) from your reseller in minimum quantities of 25 per title up to the number of licensed users. You may not replicate media for Work at Home use. For a list of products for which CDs or disk sets are currently available, please visit www.microsoft.com/education/StudentMedia.mspx.
   

For Products that Do Not Require Activation:

1. 
   Allow controlled download from your secure network server(s) or other storage device(s) using Volume Licensing media that you acquired from a Microsoft-approved fulfillment source for installation on your institution devices (i.e., Welcome CD Kit media, VLSC).
   
2. 
   Have users bring in their devices for manual installation by you at a central location that you control using Volume Licensing media acquired from a Microsoft-approved fulfillment source.
   
3. 
   Use a system of controlled short-term checkout of applicable Volume Licensing media (acquired from a Microsoft-approved fulfillment source) solely for purposes of individual user installation.
   

Home Use Program Rights

In addition to WAH rights, EES also provides your faculty and staff members access to the Microsoft Office system desktop PC programs to use on their personally-owned PC through the Home Use Program (HUP). This is a benefit of Microsoft Software Assurance. With HUP, your faculty and staff members can get the Microsoft Office system programs to use on their home PC for both work and personal use at a nominal cost. Providing the HUP licensed product is easy for the institution, as the institution does not have to handle the distribution of the software. Once your Software Assurance benefits administrator activates the benefit, individual faculty and staff members can order and pay for shipping of their licensed product online.

Please note: You are not permitted to provide licensed product for the same title to any individual faculty or staff member using both HUP and WAH.

HUP and WAH availability by product pool:

			HUP	WAH
Product Pool		Applications	X*	X*
		Systems		X*
		Servers		X*

*You may not provide both HUP and WAH software for any given product to individuals.

For more information on HUP, please visit: www.microsoft.com/licensing/sa/benefits/home_use_rights.mspx.

Multi-Language Rights

During the term of the subscription, you are granted the right to run the licensed product in any available language. This includes the right to run the Multi-Language version of Microsoft Office and its corresponding features, such as a global interface and multi-language proofing tools.

Upgrade/Downgrade Rights

You are allowed to run any new versions of the licensed products included in your subscription coverage that are released during the licensed term. Additionally, you may run any previous version of the licensed product in place of the current version. These upgrade and downgrade rights also apply to the individual components of the licensed product.

Product Evaluation Rights

During the term of your subscription, you can also download products for trial purposes. The evaluation bits for certain software products are available for download from the Volume Licensing Service Center at https://www.microsoft.com/licensing/servicecenter/ . Once you received the product bits, you will have 60 days to evaluate the product, after which you may place a license order or uninstall the software.

Online Services can be evaluated for a 30-day trial at www.microsoft.com/online. Please note: To transfer account information from your trial to a paid subscription, you must use the same Live ID for the trial account as the subscription account.

MSDN Academic Alliance Membership

For each EES, Microsoft provides one complimentary membership to the MSDN® Developer Academic Alliance (Developer AA) or Designer Academic Alliance (Designer AA) programs through electronic download only. This annual membership is available to customers as long as their EES remains active.

Developer AA is the same program that was previously referred to as MSDN AA. It is for institutions or departments that use IT technology in support of Science, Technology, Engineering, and Mathematics (STEM) courses. Developer AA provides Microsoft developer, operating system, and application software, including the Microsoft Visual Studio® development system, Windows 7, and Microsoft SQL Server, for instructional use in labs, classrooms, and on devices of student enrolled in STEM courses.

Designer AA is for institutions or departments that use technology in support of Visualization, Illustration, Design and Art (VIDA) courses. Designer AA provides Microsoft Expression® design software and other Microsoft software for instructional use in labs, classrooms, and on devices of students enrolled in VIDA courses.

For more information about the memberships, including benefits and restrictions, the differences between Developer AA and Designer AA, and a complete list of the products provided, please visit www.msdnaa.net.

While we provide the complimentary membership to customers with an EES, MSDN AA memberships are completely separate from the EES. The software licenses provided through the MSDN AA memberships carry certain restrictions that EES licenses do not. You may use MSDN AA licensed product only for instructional and not-for-profit research purposes within the member department. You may not use the licensed product to run the infrastructure of the department or institution. You may not use licensed product provided through MSDN AA for the same organization-wide or department-wide use that is provided by ordering the same licensed product under your EES. For example, while Developer AA provides Microsoft Visual Studio to the member department for instructional purposes, this does not license you to use Visual Studio under your EES. If you want to license your faculty, staff, and/or students for the use of Visual Studio institution- or department-wide, you must order the product separately under your EES.

You may use the MSDN AA membership for a single department. You may not share it among other member or non-member departments. You can acquire additional memberships through the MSDN AA Web site at www.msdnaa.net.

You can register for your complimentary membership at https://registermsdn.one.microsoft.com/msdnaa/aa/newstep1.aspx using your EES number and a special promotion code, which you will receive with your EES acceptance letter. (See Agreement and Order Confirmation below for more information.)

Once your registration has been processed, you will receive a welcome e-mail to access your MSDN AA subscription and any licensed product updates will be posted on the MSDN AA download center.

Microsoft Live@edu

The Microsoft Live@edu program provides educational institutions with a set of free hosted and co-branded collaboration and communication services for students, alumni, faculty/staff and alumni—including Windows Live™ Hotmail® and Office Live Workspace. Live@edu terms and conditions are included as an addendum to the Campus and School Agreement. This means you do not need to sign an additional contract to take advantage of Live@edu. For additional information about Microsoft Live@edu, visit http://get.liveatedu.com/.

Please note: Live@edu is not available in all regions.

Microsoft IT Academy

The Microsoft IT Academy Program is an annual subscription program designed for accredited academic institutions worldwide. IT Academy provides educators with the tools they need to effectively train students on Microsoft technologies, prepare students for the global economy, and create a skilled community. This membership program offers a wide variety of Microsoft curricula and certifications, extensive teaching resources, software licenses for lab and classroom use, Microsoft E-Learning courses for educators and students including a wide range of instruction, from PC basics to high-level programming and architecture to enable faculty and students to become proficient in using Microsoft applications and to become certified in Microsoft technologies.

The IT Academy membership is available through the EES as a Services Subscription License (SSL). Rather than counting FTE employees, the SSL can be acquired to license the entire institution or department.

License Term

The IT Academy membership has the same expiration date as the EES under which it is licensed. When adding IT Academy mid-term, the SSL is pro-rated to the month.

Deploying Your EES Licensed Software

Agreement and Order Confirmation

Within two weeks from submitting your EES (and Campus and School Agreement if not already in place) through your Authorized Education Reseller (AER), you will receive an acceptance letter from Microsoft. (Please note: you will be referred to and identified as a “Campus Program” customer in all communications to you from Microsoft.) The acceptance letter will include the effective start and end dates of your licensed period, confirmation of your distributor and reseller, and the promotion code for activating your complimentary MSDN AA membership. To avoid delays, you should submit your licensed product order to your reseller at the same time you submit your EES.

With your acceptance letter, you will also receive your Campus and School Agreement Number and EES Number. These numbers are very important as they are required to place orders for CDs with your reseller. You must place all CD orders with the reseller listed on your acceptance letter. If you want to change your reseller, see Changing Your Reseller in this guide.

Once your software order is received, Microsoft will publish order confirmation information to the Microsoft Volume Licensing Service Center (VLSC). The VLSC is the single location for Microsoft Volume Licensing customers to view their licensing information, download licensed software, find the appropriate product keys, and view a Software Assurance summary. In the VLSC, customers can also view or manage Microsoft Subscriptions, including MSDN Subscriptions, TechNet Subscriptions, and Expression Subscriptions from one convenient, online location at https://www.microsoft.com/licensing/servicecenterhttps://www.microsoft.com/licensing/servicecenter.

You will need a Windows Live™ ID to access the VLSC site.

Please note: When you access tools such as VLSC, your EES information will be listed under the “Campus” program.

On acceptance of the agreement and EES, the contact you identified on the enrollment will be provided access to the site. Your order confirmation will also include any required Volume License Product Keys, part numbers for your licensed products, product descriptions, and quantities for the products you have ordered.

Receiving Your Software