Microsoft Eligibility Criteria for Charitable ...

Microsoft Eligibility Criteria for Charitable Organizations in the UK

Microsoft makes discounted product licenses available to its authorized resellers for resale to customers who are eligible Charitable Organizations. Such customers are also eligible for Microsoft Software Assurance. Microsoft makes such eligibility determinations at its sole discretion and uses the categories and definitions below as criteria in making them. These criteria may change at any time and without notice.

These criteria apply to the Qualifying Educational User definitions set out by Microsoft for those organisations in the UK that may be eligible under section G as set out here.

1. Eligible Charitable Organizations

Subject to Section 2 below, to qualify as an eligible Charitable Organisation, an organisation must hold a Charity Status designation by a Recognising Authority. For the UK, at least one of the following shall be required to demonstrate such Charity Status:

Registration number appearing in the Charity Commission's Register of Charities for England and Wales. Registration number appearing in the Office of the Scottish Charity Regulator's Scottish Charity Register. Registration number appearing in the Charity Commission for Northern Ireland's Northern Ireland Charity

Register (or deemed list). For those organisations that are excepted or exempt from registering with the above Recognising Authorities then Charity Status can be indicated by:

A Charity Tax Reference Number issued by HM Revenue and Customs. The organisation must hold a Charity Status designation by a Recognising Authority at the highest level of the organization to be considered eligible.

2. Ineligible Organizations

Even if an organisation holds a Charity Status designation by a Recognising Authority, it will be deemed ineligible if the organisation falls into one of the following categories:

a. It pays (or otherwise makes available) any portion of the funds or properties it holds or receives for the benefit of any proprietor, member, shareholder, or trustee.

b. Public Sector Organisation/Agency - includes any central or local government organisation including any nondepartmental public bodies.

c. Academic institutions eligible to participate in the Microsoft Academic License programs as a Qualified Educational User under Sections A to F of the definition listed here.

d. Healthcare organizations:

Hospitals--Healthcare organizations that are privately-owned or are part the National Health Service (NHS).

Healthcare networks--Hospital owned vertically-integrated delivery systems, Integrated Delivery Systems (IDS), and managed healthcare networks that are privately-owned or are part of the NHS.

Healthcare organizations--Freestanding, non-profit, healthcare organizations, including public health centres, medical/dental clinics, preventative healthcare offices, military clinics, mobile services, and occupational health centres that are privately-owned or are part of the NHS.

Microsoft Charity Eligibility Definition (United Kingdom)(English)(FINAL2012)

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 Assisted living healthcare organizations--Organizations that provide assisted living in congregate residential settings that provide or coordinate personal services, 24-hour supervision and assistance (scheduled and unscheduled), and health-related services that are part of the NHS.

Health research organizations and research laboratories--Organizations with the primary mission of providing systematic investigation of health-related topics, including research development, testing and evaluation, designed to develop or contribute to the knowledgebase for commercial purposes.

Home Healthcare--Organizations that provide healthcare to individuals in their place of residence that are part of the NHS.

Palliative Care Organizations ? organisations providing care to patients with advanced progressive illnesses that are part of the NHS.

e. Political parties, trade union organisations, fraternal organisations and lobby groups.

f. Commerce and Trade Associations without charitable aims or activities.

g. Professional sports groups, teams or events.

h. Sponsorship of events, tables, exhibitions or performances.

i. Private foundations that receive or received the majority of its assets or income from, and is subject to the control of, an individual, family, corporation, or other limited sources.

j. Refurbishers that will be installing the software or refurbished computers to be distributed or donated to non-profit's or schools. (see refurbisher eligibility here )

k. Individuals.

l. Any non-charitable Social Enterprise including the following forms of Mutual Societies regulated by the Financial Services Authority;

Friendly Societies incorporated under the Friendly Societies Act 1992. Industrial and Provident Societies incorporated under the Industrial and Provident Societies Act 1965. Cooperative Societies. Social or community enterprises (set up as a trust, limited company, partnership or unincorporated association)

which trade in goods or services with a defined social mission.

m. Housing Associations.

n. Community Interest Companies.

Note Regarding Your Status as an Eligible Charity Organization

If you lose your status as an eligible Charity Organization subsequent to licensing products under this agreement, you may continue to use copies for which you are licensed, but you may not submit a new order for licenses or software assurance licenses as a Charity Organization. You may renew expiring Software Assurance for licenses and Software Assurance purchased as a Charity Organization by submitting orders for Software Assurance under any other Microsoft Volume Licensing programs for which you qualify.

Please note that some ineligible organisations may qualify for Microsoft's UK Public Sector pricing framework; please see Microsoft UK Public Sector Licensing for further information.

Microsoft Charity Eligibility Definition (United Kingdom)(English)(FINAL2012)

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