The document provides guidelines for completing an agreement roadmap for the Get Genuine program. It outlines the content included in the agreement pack and provides instructions for accurately completing the agreements and signature form. Sample cases are included to demonstrate how to complete the signature form for different customer scenarios, such as a new customer purchasing through the EPG or SMS&P programs, or an existing customer with an MBSA.

1. Get Genuine Agreement
Pack Roadmap
version 1.0

2. Get Genuine 1.0 Roadmap
1. The aim of this Agreement Roadmap is to:
 Highlight agreement architecture
 Define the content of the agreement pack
 Provide guidelines on accurate completion of the agreements
2. The Roadmap is split into three sections:
 High level overview of agreement architecture: to provide a
summary of changes
 High level overview of pack content: to help you determine which
documents you need to complete with your customer
 Agreement completion guidelines: to help you accurately
complete the agreements with your customer and make them ready
for submission to Microsoft

3. Get Genuine Agreement
Roadmap
Before delving into the pack, please note:
 Documents in this pack may change from time to time. Please
check Explore.ms regularly for updates to this packet.
 Do NOT forward this pack directly to your customer. It is your
responsibility to understand your customer’s requirements and to only
provide your customer with the documents it needs to purchase
software through Microsoft.
 This document will NOT tell you which program is best for your
customer. However, you may refer to the Decision Tool for additional
guidance at http://www.microsoft.com/licensing.
 These agreements are not for use by the U.S. Government. Please
contact your Microsoft account manager for more information on the
U.S. Government licensing agreements.

4. Get Genuine 1.0 Agreement
Pack Content

5. Get Genuine Program Pack Content
1. Signature Form
2. Program Agreements for EPG
 MBSA
 Get Genuine Agreement
 Legalization PUR
3. Program Agreements for SMS&P
 Get Genuine Agreement
 Legalization PUR
 Optional Attachments (required under certain conditions)
 Supplemental Contact Information Form
 This Roadmap

6. Signature Form
 When is a signature form required?
 The signature form is required for signing an agreement, and the optional form.
 What is the role of the signature form?
 The signature form replaces the signature block on individual documents and
consolidates the signature of all documents associated with a customer’s program.

7. Program Agreements – MBSA (EPG only)
 When is an MBSA required?
 The MBSA is required for new EPG customers when they or one of their affiliates
does not have an active MBA or MBSA in place already.
 Customers with an existing MBA may sign a new MBSA to have the latest terms
apply. This is optional; however, new agreements and enrollments will also be
necessary to associate the EA or EAS program agreements with the new MBSA.
 What is the role of the MBSA?
 It sets out the high level terms and conditions that apply to all Microsoft volume
licensing agreements and enrollments entered into under it. It also sets out the
core terms that apply to Services from Microsoft.
 An active MBA or MBSA must be in place for your customer or one of its global
affiliates in order to sign a volume licensing agreement or enrollment.
 It is an “evergreen” agreement. This means that it does not have a fixed term or
expiration date.

8. Optional Forms
 Supplemental Contact Information Form: identifies the customer’s selection to have
separate contacts for certain documents, special products, and product support.

9. Signature Form

10. Signature Form Completion
Program type: Choose program
type from drop-down list (e.g. Get Proposal ID: Microsoft will
Genuine). complete.
MBA/MBSA
number: Reseller
or Microsoft
representative will
complete if there is
already an active
MBA or MBSA
(Microsoft will
invalidate Agreement number: Agreement Public Customer
agreements
Microsoft will complete if a new Get Number (PCN): This is left blank
submitted with
incorrect numbers). Genuine agreement is listed in the
summary table.
Microsoft will
complete if a new
MBSA is listed in
the summary table.

11. Signature Form Completion
Number or Code: Enter document
number
Document Description <Choose
One>: Choose document Document numbers are found on
description from drop-down box. the bottom right corner of the
document.
If document does not include
document number or code, field
Document Description: Enter
may be left blank or at the default.
description of document (free-form
text field).

12. Signature Form Completion
Name of entity:
Must be the
name of the legal
organization
entering into the
contract.
Signatory and
the printed name
of signatory:
Must be an
authorized signer
for the company
entering into the
contract. All
fields on the left
column must be Agreement effective
completed. Tax ID: Completed for date: Microsoft
customers if applicable. affiliate will complete
this date. Applies to
EPG versions only

13. Signature Form Completion
Prepared By: Name of
person who completes
the signature form.

14. Agreement

15. Get Genuine Agreement (direct) Contract type:
Should always be
‘Business’ in the
United States. May
be business or
government
everywhere else.
Customer
Purchase Order
Number: Enter the
customer’s
purchase order
number
Order
Information:
Enter the Country
of Use, Quanity,
Price Per License
and Total Price

16. Get Genuine Agreement (indirect) Contract type:
Should always be
‘Business’ in the
United States. May
be business or
government
everywhere else.
Order
Information:
Enter the Country
of Use and
Quantity.

17. Get Genuine Contact Information
(Both Direct and Indirect)
Customer contact: This
person will be the primary
notices contact.
Street
address is a
mandatory
field: Microsoft
affiliate will
invalidate any
agreement
submitted
without
a full street
address and
telephone Customer contact email
number. PO address: This must be the
boxes will not contact name’s email
be accepted. address; this can be a
All fields, hotmail or similar type
except fax and domain but not a reseller or
Tax ID must be other email address.
completed.
All other Customer notices: Check
contact this box if contact is the same
notices: as the primary contact,
If completed, this otherwise, all fields, except
fax, must be completed.
will be the MVLS
contact and will
receive assoc.
notices from
Microsoft
concerning this
contract.

18. Get Genuine
(Both Direct and Indirect)
Language for notices: Will
default to language of the
contract (or English if contract
language is not available for
notices) unless specified from
the drop-down list provided.
Microsoft account manager: This
is optional, but is recommend if
assistance from Microsoft is ever
needed.

19. Get Genuine (direct)
Billing information is
mandatory: This
information designates
where invoices should be
sent (when the “Same as
primary contact” box is not
checked). All fields,
except fax, must be
completed.

20. Get Genuine Reseller information must be
provided for indirect model. All fields,
except fax, must be completed.
Microsoft affiliate will invalidate if all
fields are not complete.
Note: For two-tier structures, an
additional contact set for the
distributor will be included and the
same information and signatures are
required.
Form must be signed
by the Reseller for
indirect model.

21. Supplemental Documents

22. Supplemental Contact Information Form
Supplemental Contact Information
form is used for several purposes:
2)Adding alternative contacts to the
Enrollment, e.g. SA Benefits, Online
Services, MSDN, etc.
3)Adding primary and notices contacts
to the MBSA and Agreement if different
from the Enrollment
You can use one form for all three
agreements if the primary and notices
contact for the MBSA and Agreement
are the same.
Separate forms are necessary if the
primary and notices contact for the
MBSA and Agreement are different
Separate forms are necessary if
multiple enrollments are submitted
under one signature form. Ensure the
enrollment primary contact is stated on Check the box(es) that apply to the contract being
the contact information form to match affected by the contact information form. For multiple
the form with the enrollment. enrollments, ensure the name above is exactly the
same as the primary contact of the enrollment

23. Supplemental Contact Information Form
Customer Support Manager:
This contact receives all notices
pertaining to Enterprise
Essential Support Services. It
should be completed if the
customer includes the
Enterprise Essential Support
Services form. If the customer
does include the form and this
section is not completed, it will
default to the notices contact; if
notices contact is not
completed, it will default to
primary customer contact. If
this block is completed, all
fields, except fax, must be
completed.
Supplemental primary contact
information : Applies to MBSA
or Master Agreement only, and
only when the customer wants a
different primary contact from
the enrollment. If this section is
not completed, it will default to
primary customer contact in the
enrollment. If this block is
completed, all fields, except fax,
must be completed.

24. Supplemental Contact Information Form
Notices and online
access contact
information : Applies to
MBSA and Master
Agreement only, and
only when the customer
wants a different notices
contact from the
enrollment. If this block
is completed, all fields,
except fax, must be
completed.

25. Appendix
Sample Cases of Completed
Signature Forms

26. Overall guiding principles
 One signature form per program; i.e., cannot use same signature
form for both an EA and Select program.
 Any document with a document number must have a customer
signature through the signature form.
 Supporting documents are optional and may or may not be listed in
the signature form table based on customer preference. However,
all supporting documents, when requested, must be submitted to
Microsoft.
 The MBSA and Master agreements need not be sent to Microsoft.
Microsoft already stores copies based on the document number.
 The first four rows of the left column of the signature form table are
drop-down menus. Documents not listed in the drop-down menu are
to be listed starting in the fifth (5th) row.
 Not all customer arrangements are provided as examples in the
following slides. However, most arrangements will closely follow the
examples provided.

27. New Customer EPG Direct

28. New Customer EPG Indirect

29. New Customer SMS&P

30. Existing MBSA – EPG Direct & Indirect

31. Paperwork Processing
 Customer gets complete copies of all documents to the
contract including the signature form, MBSA (if applicable),
Get Genuine Agreement, and Legalization PUR
 Microsoft sends original signature form, MBSA (if applicable),
and agreement to Operations Center listed on the signature
form.