Suzanne Griffin Camp Price NC Consultants NC Microsoft Settlement Voucher 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 – final “official” ADM & Free/Reduced Lunch General Information

Awareness of Settlement –Finance Officers –Technology Coordinators Award Amounts & Schools –DPI Webpage: LEA Receive Vouchers Process - Step 1

General PurposeSoftware Eligible Items Process - Receive Vouchers

Alignment with Technology Plan –Eligible Items –Eligible Schools Progress in Meeting Goals & Objectives Best Utilization of Settlement Funding Technology Plan

Purchasing Hardware/Software Purchase Hardware/Software –Prior Purchases After Sept. 19, 2003 –New Purchases Before December 31, 2008

Assemble Voucher Documentation Compile Purchase Verification DocumentationCompile Purchase Verification Documentation –Proof 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 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 Criteria

Complete Forms Complete Microsoft Voucher FormComplete Microsoft Voucher Form –Official Page 1 –Listing of Hardware and/or Software –Be sure to CHECK first that it is approved!

Technology Plan Verification Form Complete FormComplete Form Suzanne or Camp Suzanne or Camp –Technology Plan Verification Form –Listing of Purchases After Review, You Will Receive:After Review, You Will Receive: –Approval within 30 days –Needed Changes/Additions

Consultant Approval Form

Submit 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 Check

AuditAudit 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 Development

Settlement Web Site

ConsultantConsultant Suzanne Griffin (704) – cell (704) – home

Camp Price (910) cell ConsultantConsultant

Questions?Questions?

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