Select Plus for Academic

Licensing guide
Table of contents

Select Plus for Academic overview and benefits ................................................................................................................................. 3

Select Plus for Academic features.............................................................................................................................................................. 4
Software Assurance with Select Plus for Academic ............................................................................................................................ 4
Select Plus for Academic agreement structure .................................................................................................................................... 5
Licensing scenarios with Select Plus for Academic ............................................................................................................................. 7
How to get started ........................................................................................................................................................................................... 7
Select Plus for Academic pricing ................................................................................................................................................................ 8
How to qualify for Select Plus for Academic ......................................................................................................................................... 9
Accessing licensed products ........................................................................................................................................................................ 9
Additional resources ..................................................................................................................................................................................... 10

Microsoft Select Plus for Academic licensing guide 2

Microsoft Volume Licensing for academic institutions

For academic customers who license software in quantity and manage software across multiple devices, Microsoft Volume
Licensing agreements is a cost-effective way to acquire licenses. Microsoft offers both “subscription” and “transactional”
volume licensing agreements for academic institutions, including the Enrollment for Education Solutions, Select Plus for
Academic agreement, Open License for Academic agreement, and Open Value for Education Solutions agreement. This
guide covers the Select Plus for Academic agreement.

Availability may vary by region.

Select Plus for Academic overview and benefits

When it comes to licensing software and getting the most value from software investments, customers have asked for
a Microsoft Volume Licensing solution that offers more flexibility, better asset management, and a way to balance
growing technology needs with predictable costs. Microsoft Select Plus for Academic is for large academic institutions
that want to acquire their software licenses and services at any affiliate level, while realizing advantages as one
organization.

Helping your organization get the most value from your software investment, Select Plus for Academic benefits
include:

• Accessible, flexible purchasing

Select Plus for Academic uses a single, organization-wide agreement that supports both centralized and decentralized
purchasing of licensed products on an as-needed basis. The agreement never expires and allows for consistent,
predictable pricing that simplifies budgeting for short- and long-term projects.

• Better manageability
With Select Plus for Academic, you’ll have far fewer agreements to track and manage. Because all affiliate purchases
are tied to their own unique customer IDs, you’ll have a clear view of your entire license and software asset
portfolio—either in a comprehensive report containing all affiliates or an individual report with the ability to drill
down into a specific affiliate. Self-service tools also make it easier for you to register and access all the information
you need about your agreement. In addition, there is no need to renegotiate and renew agreements every three years
with Select Plus for Academic.

• Better returns with Software Assurance

Software Assurance is a comprehensive maintenance offering that helps you deploy, manage, and migrate software. It
combines the latest software with 24 hour a day phone support, partner services, and the latest IT tools to help your
organization increase business productivity, accelerate performance, and realize a greater return on your software
investment. Select Plus for Academic helps you maximize your return on investment by giving you prorated value of
your coverage when you acquire Microsoft Software Assurance, regardless of the timing of your purchase. Software
Assurance is automatically prorated to your third affiliate account anniversary, eliminating the need to track multiple
Software Assurance coverage expiration dates.

Microsoft Select Plus for Academic licensing guide 3

Select Plus for Academic features

Beyond reducing the price that organizations pay for software licenses over full packaged product prices, Select Plus
for Academic offers many other opportunities to help maximize the value organizations receive when you purchase
through the agreement. Benefits include:

Reduced purchasing complexity through:

• Simplified purchasing agreements. Institutions are provided with a single agreement that supports both
centralized and decentralized purchasing of licenses on an as-needed basis. This agreement has no specific
end date, eliminating the need to renegotiate and renew every three years and simplifying budgeting for
short- and long-term IT needs.
• Affiliate purchasing. Select Plus for Academic purchases are associated to a unique customer ID per affiliate.
You will have a clear view of your entire license and software asset portfolio, as all purchases are tied to a
single agreement and Lead Affiliate customer ID that allows organization-wide reporting or detailed affiliate
level reporting.

Improved asset management with:

• License management. Enhanced self-service, online tools give customers and partners better management
capabilities. Self-service tools also make it easy to register and access all the information you need about
your agreement
• Downgrade rights. Organizations can now standardize on versions. Downgrade rights offer the right to
license the latest software version available, yet still run a previous version.

Added value by offering ways to:

• Realize more value from Software Assurance. Institutions receive a full value for their benefits with proration
of coverage to the third affiliate account anniversary, providing between 25 and 36 months of coverage.

Increased flexibility by:

• Cross-language use rights. These rights can help enhance an institution’s global presence by ensuring that
staff located in different countries can easily communicate. Note that you may not license in one language
and deploy that licensed product in another language with a higher value.
• Training and evaluation software licenses. These licenses help organizations budget for software training and
evaluation, and include:
o 20 copies per software title for use in a dedicated training facility.
o 10 copies per software title for a 60-day evaluation.
• Re-Imaging rights. Providing added convenience during product rollouts, these rights allow the use of
certain licensed product media for copying of software onto multiple devices from one standard image.
• Secondary use rights. These rights can help increase productivity by allowing primary users of a licensed
desktop computer to share the same application license with a portable computer (for work-related
purposes only).

Note: For complete details, reference the Select Plus for Academic agreement.

Software Assurance with Select Plus for Academic

Microsoft Software Assurance for volume licensing helps boost productivity across your organization by enabling you
to get the most out of your Microsoft software with 24x7 support, deployment planning services, end-user and
technical training, and the latest software releases and unique technologies, all in one cost-effective program.

With Select Plus for Academic, you have the option to include Software Assurance with your software licenses. When
you add Software Assurance, Microsoft will prorate your coverage to your third affiliate anniversary so you only pay
for the coverage you are using, providing greater value for your Software Assurance coverage.

Microsoft Select Plus for Academic licensing guide 4

For more information about Software Assurance benefits for academic institutions, please visit
www.microsoft.com/softwareassurance.

Purchase options for Software Assurance

The Spread Payments benefit for Software Assurance offers a more flexible way to manage technology expenditures
by allowing you to spread payments annually over the term of the Software Assurance coverage. Select Plus for
Academic offers both Affiliate Anniversary (similar to Agreement Anniversary) that allows you to spread payments
annually and Order Anniversary that allows you to spread payments over full-year increments. This can help reduce
initial upfront costs and provide annual budget predictability.

Software Assurance may also be purchased on its own when:

• System or server software product licenses are purchased through retail full-packaged product (FPP) or from
an original equipment manufacturer (OEM). There is a 90-day enrollment period during which time Software
Assurance may be added to these purchases.
• Microsoft Office 2013 or newer version licenses are purchased through an OEM. Again, there is a 90-day
enrollment period during which time Software Assurance may be added to these purchases. The versions
must be identical.

Extending Software Assurance coverage

It is easy to continue the benefits enjoyed through Software Assurance after the initial term ends. Because Select Plus
for Academic is an ongoing agreement that does not expire, Software Assurance may be extended through the
existing agreement. When extending multiple Software Assurance orders that were purchased through Select Plus for
Academic at contrasting times, the coverage period is adjusted to a common date, and the prices prorated to reflect
the coverage period, in order to simplify management and facilitate annual budgeting cycles.

To ensure that upgrade protection remains uninterrupted through Software Assurance, you may extend Software
Assurance coverage through your authorized reseller by placing a renewal order by the expiration date of your
Software Assurance term.

If Software Assurance purchased under another agreement is about to expire, it may be renewed into your Select Plus
for Academic agreement by working with your authorized reseller to obtain Software Assurance coverage under your
Select Plus for Academic agreement.

In cases where Software Assurance coverage lapses, new License and Software Assurance purchases are required
before Software Assurance may be acquired again.

To learn more about Software Assurance, visit www.microsoft.com/softwareassurance.

Microsoft Financing
Microsoft Financing provides a range of flexible payment solutions that enable you to structure your IT product and
service spend to meet your specific business needs. Whether your IT solution is Microsoft only, or combines products
from other supplier and Microsoft Partners, Microsoft Financing can help you manage your total cloud, software,
hardware, and deployment costs; all while leaving your existing credit lines and cash free to invest as you choose.

Go to www.microsoft.com/financing for more information.

Select Plus for Academic agreement structure

The Microsoft Volume Licensing agreement structure makes it easier to negotiate the terms and conditions for
multiple affiliates. A Select Plus for Academic agreement has two components: (1) the agreement itself; and (2) the
Select Plus for Academic affiliate registration form.
Select Plus for Academic agreement. This enrolls your organization in the volume licensing agreement so that you
can purchase products and services at volume discount prices for academic institutions.

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The Select Plus for Academic affiliate registration form. This one-page form identifies buying affiliates—such as
individual campuses, departments, or members of an educational consortium or other aggregate group—within your
organization and registers them in the program. As a result, they can acquire software licenses and services under the
Select Plus for Academic agreement. The Licensing Solution Provider that works directly with the affiliate is also
identified on the affiliate registration form. Having a separate Select Plus for Academic agreement and Select Plus for
Academic affiliate registration structure allows greater flexibility for registered affiliates located in different countries
and regions, while providing a single, organization-wide purchasing agreement with improved reporting and
management. Although purchasing is conducted independently, all licenses are managed under one master
agreement.

Affiliate structure for Select Plus for Academic agreements

With Select Plus for Academic, a single agreement and Lead Affiliate customer ID is established with the public
customer number (PCN) of an organization’s lead affiliate. The PCN is associated with the PCNs of any number of
affiliates, linking them to the same agreement. This framework helps streamline purchasing, Software Assurance
benefit delivery, and licensing reporting.

A Select Plus for Academic agreement cannot be initiated without an MBSA, and a Select Plus for Academic affiliate
registration cannot be initiated without a Select Plus for Academic agreement.

Figure 1. Select Plus for Academic affiliate structure

Microsoft Select Plus for Academic licensing guide 6

Licensing scenarios with Select Plus for Academic

The following scenarios can help you determine when Select Plus for Academic is right for your institution.

Scenario one With Select Plus for Academic

A large university has multiple sites that purchase The Enrollment for Education Solutions remains the optimal way to
licenses for each department. The institution has standardize the desktop environment, and Select Plus for
signed a Campus Agreement with an Enrollment for Academic is a great way to consolidate purchases across affiliates
Education Solutions to standardize the IT infrastructure to take advantage of volume pricing and improved asset
with each affiliate purchasing licenses using a separate management.
Select License agreement to support unique IT needs. The university has a single, organization-wide agreement that does
This situation can create a few possible problems: not have to be renegotiated and renewed. This gives them:
• Purchasing can get out of control. • Affiliate-level purchasing under a single master agreement.
• Decentralized purchasing can cause fragmentation, • A single Lead Affiliate customer ID to provide institution-wide
so there is no easy way exists to accurately track and purchase benefits and asset reporting.
manage licensed assets. • Licensed product purchasing at both centralized and
• Renewing multiple agreements occurs at different decentralized procurement locations.
times, increasing administrative overhead. • A single price level for all volume purchases with automatic,
• Managing the procurement process takes time and tiered volume discounting.
can be costly. • Easy tracking and reporting on all software license assets across
the institution—all the way to the affiliate level.
• The Microsoft Licensing Statement to combine all of the
organization’s software assets, including numbers for affiliates,
in one report.
• An institution-wide asset view to help determine how to
efficiently deploy newly licensed products.

Scenario two With Select Plus for Academic

A university’s School of Architecture needs to buy The customer can purchase the server licenses through their
multiple servers for a student services initiative that is Microsoft partner using a one-page affiliate registration form that
scheduled to launch next semester. This situation is associated with a single institutional agreement. This means:
creates a few problems: • The affiliate’s purchases count toward the institution’s volume
• The affiliate does not have time to negotiate a new purchase requirements.
contract. However, they do want to make sure they • Because they have the software, they can either deploy or
get the best price. download and access the Volume Licensing Keys at the
• While the affiliate does not have the time to go to Microsoft Volume Licensing Service Center and launch the
the top levels of the university for sign-off, they want project without costly delays.
the price advantage of being part of the institution. • The university is satisfied because the affiliate got the best
• They are under a tight deadline and are unsure that price and did not have spend time and money getting bids
they can deploy the new servers soon enough and negotiating their own agreement.

How to get started

Select Plus for Academic is offered through the Licensing Solution Provider channel that can help you evaluate your
institution’s needs to make the right choice. You can find a local partner at
https://www.mepn.com/MEPN/AEPSearch.aspx

Microsoft Select Plus for Academic licensing guide 7

Select Plus for Academic pricing

Eligible academic institutions receive special pricing, typically set at price level (Level A).

Academic eligibility definitions vary by region. Academic eligibility requirements are available at
http://www.microsoftvolumelicensing.com/DocumentSearch.aspx?Mode=3&DocumentTypeId=7.

To find your regional Microsoft Volume Licensing website, go to www.microsoft.com/licensing/index/worldwide.mspx.

Product pools and points

Select Plus for Academic categorizes software products into three distinct product pools: applications, systems, and
servers. While there is one price level for eligible academic institutions, you must still purchase a minimum of 500
points per pool to maintain an active agreement.

• Applications. Examples of Microsoft applications include Microsoft Office Professional Plus, Microsoft Skype
for Business, and Microsoft Outlook.
• Systems. An example of a Microsoft desktop computer operating system software program is Windows
operating system upgrades such as Windows Pro.
• Servers. Examples of Microsoft server software programs include the Windows Server Essentials, Exchange
Server, System Center Endpoint Protection, and associated Client Access Licenses (CALs).

Each software product carries a point value. For example, Office Professional Plus is worth 2 points, a Microsoft Online
Services Subscription is 1 point, and Windows Server Essentials is 5 points. The Software Assurance component of
License & Software Assurance is worth half the total point value of its accompanying license annually. For example, if
Office Professional Plus is worth 2 points, Software Assurance is worth 1 point for each year it is maintained during
the term of the Select Plus for Academic agreement for a total of 3 points during the three-year term of the coverage
(prorated between 25 and 36 months).

You can acquire points for each product pool with these three options:

• Acquire new Licenses.

• Acquire License & Software Assurance.
• Renew Software Assurance for products already covered with Licenses & Software Assurance from a previous
order or where Software Assurance is purchased based on the eligibility rules.
• Your organization will automatically move to a lower price level whenever one of these events occurs:
• You increase the amount you spend through your Select Plus for Academic agreement and purchase enough
points to take you to the next price level.
• You associate your Select Plus for Academic agreement with an existing Enterprise Agreement, Campus and
School Agreement, or Select License agreement that has a lower price level.

The points you earn apply to all your affiliates registered under the agreement. For more information and to see a full
product point list, please visit http://www.microsoft.com/en-us/Licensing/product-licensing/products.aspx.

Example product list and points (license only)

Applications pool Points Systems pool Points Servers pool Points

Office Professional Plus 2 Windows Server Essentials 5

Skype for Business 1 Windows Pro upgrade 2 System Center Endpoint

1
Outlook 1 Protection

Microsoft Select Plus for Academic licensing guide 8

Annual point minimum
If you purchase below the annual 500-point minimum in a product pool during any given year, your account will be
put on hold for that pool until you reach the 500-point level again. An order for the minimum annual points
automatically reactivates the product pool, with no need to sign new forms or renegotiate the agreement terms.
Purchases made under your Select Plus for Academic agreement by registered affiliates are aggregated and
continuously factored into point minimums per pool to maintain purchasing ability. Product pools are reviewed every
year on the agreement anniversary date.

If your Select Plus for Academic agreement is associated with an active Campus and School Agreement, you do not
need to comply with annual point minimums. However, if your Select Plus for Academic agreement has been
associated with a Select License or other volume licensing agreement to set the initial price level, you must meet the
point minimums for each subsequent annual compliance check.

How to qualify for Select Plus for Academic

There are three ways you can qualify for a Select Plus for Academic agreement:

• Option 1. Qualify with an existing enrollment under a Campus and School Agreement.

When you associate your Select Plus for Academic agreement with an active enrollment under a qualifying
Campus and School Agreement contract, you are not required to meet an annual minimum purchase
quantity under Select Plus for Academic. When the associated enrollment under the Campus and School
Agreement expires and is not renewed, you can still receive the corresponding price level on Select Plus for
Academic until the Select Plus for Academic agreement anniversary date, at which time a compliance check
of your institution’s purchase history determines your ability to continue to purchase under your Select Plus
for Academic agreement.

• Option 2. Qualify with a volume licensing agreement other than Campus and School Agreement.

If you have an existing volume licensing agreement other than a Campus and School Agreement, and have
acquired 500 points or more over the past 12 months under that volume licensing agreement, you may
qualify to start purchasing under a Select Plus for Academic agreement. To continue purchasing under a
given product pool after your next agreement anniversary, you are required to reach an annual minimum of
500 points for that product pool.

• Option 3. Qualify as a new customer with a minimum purchase of 500 points.

If you do not qualify through an existing volume licensing agreement, you may start a Select Plus for
Academic agreement by meeting the minimum purchase requirements during your first year. For each pool,
in your first year of your Select Plus for Academic agreement you must meet a minimum of 500 points to
continue purchasing in that pool. You can purchase under a single pool; however, if you purchase under
multiple pools, you must reach an annual minimum of 500 points under each pool. You are subject to annual
compliance checks.

Accessing licensed products

Licensed software is accessed via download from the Microsoft Volume Licensing Service Center. The Microsoft
Volume Licensing Service Center makes it easy to manage your volume licensing agreements, download licensed
products, and access product keys for your software—all in one place. Use the Microsoft Volume Licensing Service
Center to view your Microsoft License Statement, an easy-to-use report that provides a real-time calculation of
volume licensing entitlements across agreements. You can also quickly identify and activate Software Assurance
benefits. You can access the Microsoft Volume Licensing Service Center at
https://www.microsoft.com/licensing/servicecenter.

Microsoft Select Plus for Academic licensing guide 9

Additional resources

Microsoft offers detailed information about the Select Plus for Academic agreement and other volume licensing
agreements on the Microsoft Volume Licensing website at www.microsoft.com/licensing.

To learn more about Software Assurance:

www.microsoft.com/softwareassurance

Qualified Education User definitions:

http://www.microsoftvolumelicensing.com/DocumentSearch.aspx?Mode=3&DocumentTypeId=7

Volume licensing for academic institutions:

http://www.microsoft.com/en-us/licensing/licensing-programs/licensing-for-industries.aspx#tab=2

Microsoft Volume Licensing Service Center:

https://www.microsoft.com/licensing/servicecenter

© 2017 Microsoft Corporation. All rights reserved. September 2017

Microsoft Select Plus for Academic licensing guide 10