Suzanne Griffin Camp Price NC Consultants

2. NC Microsoft Settlement Voucher Process Suzanne Griffin Camp Price NC Consultants

3. General Information • 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 – 2004-05 final “official” ADM & Free/Reduced Lunch

4. Process - Step 1 • Awareness of Settlement • Finance Officers • Technology Coordinators • Award Amounts & Schools • DPI Webpage: http://www.ncwiseowl.org/Impact/div_it/ • LEA Receive Vouchers

5. Process - Receive Vouchers Software General Purpose Eligible Items

6. Process - Receive Vouchers

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

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

9. Assemble Voucher Documentation • Compile Purchase Verification Documentation • Proof of Purchase • 5 Point Criteria

10. 5 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.]

11. 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.

12. Complete Forms • Complete Microsoft Voucher Form • Official Page 1 • Listing of Hardware and/or Software • Be sure to CHECK first that it is approved! • www.signalintechconsulting.com/NCMS

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

14. Consultant Approval Form

15. 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

16. Receive Check • 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

17. Audit • 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

18. Professional Development • Part of NC Settlement Guidelines • Provided by two consultants • 3 Regional Mini-Conferences • Fall 2007 • Spring 2008 • Fall 2008 • Sign up… First register

19. Settlement Web Site www.signalintechconsulting.com/NCMS

20. Consultant Suzanne Griffin TLC21@hughes.net (704) 694-8373 – cell (704) 272-7405 – home

21. Consultant • Camp Pricesignalconsulting@charter.net (910) 478-8821 -- cell

22. Questions?

23. The End