Direct to Indirect Transfer Process by gyvwpsjkko

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									                                      Direct to Indirect
                                      Transfer Process
This document explains the process of transferring an ISV from having a direct relationship with
Microsoft to acquire licenses through the Microsoft ISV Royalty Licensing Program to having an indirect
relationship where instead the ISV works directly with a distributor to acquire Microsoft licenses.

This document covers two scenarios: 1) the process for managed ISV partners, and 2) the process for
unmanaged ISV partners.

Managed Partner Process

    1. The PAM needs to download a transfer/termination (J45) amendment for the ISV. The J45 can
       be found in the VL Empowerment Guide (http://empguide/fieldguide.aspx?itemId=1047 )
    2. Next, the PAM will need to send the ISV the amendment and a new ISV Royalty Indirect
       agreement packet with instruction on completion.
            ISV will need to sign amendment and complete new Indirect ISV Royalty packet
            Then, send both to distributor which ISV has selected
    3. The distributor will sign the distributor portion of the Indirect Agreement (Distributor
       information form) and send the complete packet (which also includes termination amendment)
       to the ROC for processing.
    4. The ROC will process a termination amendment for the direct agreement, and then it will
       process a new indirect agreement.

        Please note-that if new agreement does not accompany the termination amendment, then the
        amendment cannot be processed.


Unmanaged Partner Process

    1. Distributor will place request for transfer from direct to indirect channel with
       INDISVR@Microsoft.com.
       Please include the following:
            ISV Company Name
            Master agreement number
            ISV signing country
            ISV Royalty License and Distribution (Direct) agreement version
    2. ISVR Corp will send amendments back to Distributor within 3-5 business days.
    3. Distributor will need to send the ISV the amendment and a new ISV Royalty Indirect agreement
       packet with instruction on completion.
            ISV will need to sign amendment and complete new Indirect ISV Royalty packet
            Then, send both to distributor which ISV has selected



Microsoft Confidential                      Internal Use Only
    4. Distributor to sign the distributor portion of Indirect agreement (Distributor information form)
       and send complete packet (which also includes termination amendment) to the ROC for
       processing
    5. ROC will process termination amendment for direct agreement then process indirect agreement

        Please note-that if new agreement does not accompany the termination amendment –the
        amendment cannot be processed




Microsoft Confidential                     Internal Use Only

								
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