PEP Disclosure Cycle 2023 Resource Center Product Licensing, Economics, and Programs

Created Date: 2022-02-21 | Last Modified: 2022-10-19

Applies To: PEP 2023

Key Update Summary- October 19, 2022

A new tab has been created for the Fall PEP 2023 Disclosure cycle, which contains information regarding the Feedback Template, overview, and links to program preview documents.

Previous Update

Updated June 30, 2022

Added final Placemat, and Windows Price List and Product Terms, effective April 1, 2023; updated change summary for AT 7002 (Motherboard Replacement Keys – OA 3.0 Products).

Updated April 28, 2022

An overview of the Spring PEP Disclosure and Feedback tour for Product Licensing and Economics has been added.

Updated April 01, 2022

Links have been added below to Program documents revised to include new dates for the Program Year Transition.

This resource center contains key updates and preview documents for the PEP Disclosure Cycle 2023. This page will be updated throughout the Disclosure Cycle so please tag to receive updates.

The Disclosure Cycle has been restructured to include two series of discussions, both driving towards a new effective date of April 2023.

PEP Disclosure Cycle Dates

Spring PEP 2023
Fall PEP 2023

Spring PEP Disclosure & Feedback tour

Product Licensing and Economics Overview

Executive Summary

Following the Product Licensing, Economics, and Programs (PEP) sessions offered as part of AMP 2022, we shared with you the deck that outlines and details the pricing and licensing updates to be implemented in April 2023, along with the key principles behind the changes, and some insight into our program investment strategies over the upcoming months.

This Product Licensing and Economics Overview is a companion guide to assist you with navigating the pricing and licensing changes Microsoft is making in CY23 for product offerings and related license terms, as they appear in the Windows Price List and Product Terms document. Recent updates to Programs have been previously communicated and details may be found on the respective Resource Centers for specific Programs on Device Partner Center.

The Key Changes Summary below, provides a detailed overview of the content of the Preview Documents available April 28, 2022.

Partner Feedback

Partners are invited to provide feedback on the March Preview Documents by May 27, 2022. Microsoft provides a feedback template for partner use for convenience, but its use is not required for feedback submission. Feedback should be submitted to PEP 2023 Partner Feedback pep2023feedback@microsoft.com; we request that you also copy your account team on all submissions to the PEP 2023 Partner Feedback alias.

Publication Timeline and Effective Dates for Pricing, Licensing and Programs Documents:

April 28, 2022 - Preview Documents published as follows:

Windows Price List and Product Terms, effective April 1, 2023 (Clean version)
Windows Price List and Product Terms, effective April 1, 2023 (Redline version)
- Note: The redline version indicates changes from July 1, 2022, effective Windows Price List and Product Terms
Windows Product Placemat, effective April 1, 2023

June 30, 2022 – Final Documents published as follows:

Windows Price List and Product Terms – Key Changes

Topic Area	Microsoft Comments
Price List and Product Lists: All	Removal of all Windows 10 Products
Price List: All	Annotations to hardware configuration requirements to support policy, commencing with Distribution of systems with Windows 2023, that systems must not use HDD as the primary operating system boot drive
Price List: Windows 11 Home Entry Products	Windows 11 Home Entry Products: change in base Product Fee $25.00 to $10.00, and Device Configuration Discount remains at $10.00 Details of applying the Device Configuration Discount may be found in new AT 1202
Price List: Windows 11 Home Standard Products	Windows 11 Home Standard Products: change in base Product Fee from $63.95 to $67.95
Price List: Windows 11 Home Advanced and Windows 11 Home Advanced Single Language Products	Windows 11 Home Advanced and Windows 11 Home Advanced Single Language Products: storage threshold increased from >1.256TB to >1.3TB
Price List: Windows 11 Pro Value Products	Windows 11 Pro Value Products: increase in RAM from ≤4GB to ≤8GB
Price List: Windows 11 Pro Standard Products	Windows 11 Pro Standard Products: change in base Product Fee from $119.00 to $122.00
Price List: Windows 10 Test Keys	Windows 10 Single Machine Production Test Keys and Windows 10 Multiple Activation Test Keys: inserted new End of License date to coincide with End of License date for Windows 11 with Downgrade Facilitation Products (see below)
Product Lists: General	Removal of all Windows 10 Products
Product Lists: Windows 11 with Downgrade Facilitation Products	Windows 11 with Downgrade Facilitation Products: inserted new End of License Date for all Windows 11 with Downgrade Facilitation Products
Product Terms: AT 1001 (Windows Hardware Requirements)	New subsections 2.2 (a) and (b) (Hardware Requirements for Windows Products): new terms added regarding standards of compliance with Minimum Hardware Requirements and Microsoft commitment to 90 days’ notice prior to a Windows Release of changes to requirements for that Windows Release
Product Terms: AT 1005 (Windows as a Service: Support for New Customer Systems)	New subsection 2.2(d) (Windows Release Support – Windows 2023 Release): new terms added that apply to Distribution of Customer Systems that include the Windows 2023 Release, which require that those systems must not use HDD as the primary operating system boot drive
Product Terms: AT 1202 (Windows Home Entry -- Device Configuration Discount)	New AT 1202 (Windows Home Entry -- Device Configuration Discount): new terms added to define the process for implementing the Device Configuration Discount for Windows Home Entry Products
Product Terms: AT 1904 (Sales Embargo)	Deletion of AT 1904 (Sales Embargo) as requirements in current terms will have expired
Product Terms: AT 7002 (Motherboard Replacement Keys – OA 3.0 Products)	Revisions to AT 7002 (Motherboard Replacement Keys – OA 3.0 Products) adding terms to address piracy concerns observed in key leakage situations. The terms introduce some new ideas regarding management of RDPKs and are intended to impose a 5-year activation lifecycle for RDPKs allotted to partners on an annual basis

Microsoft Comments
Price List and Product Lists: All	Removal of all Windows 10 Products
Price List: All	Annotations to hardware configuration requirements to support policy, commencing with Distribution of systems with Windows 2023, that systems must not use HDD as the primary operating system boot drive
Price List: Windows 11 Home Entry Products	Windows 11 Home Entry Products: change in base Product Fee $25.00 to $10.00, and Device Configuration Discount remains at $10.00 Details of applying the Device Configuration Discount may be found in new AT 1202
Price List: Windows 11 Home Standard Products	Windows 11 Home Standard Products: change in base Product Fee from $63.95 to $67.95
Price List: Windows 11 Home Advanced and Windows 11 Home Advanced Single Language Products	Windows 11 Home Advanced and Windows 11 Home Advanced Single Language Products: storage threshold increased from >1.256TB to >1.3TB
Price List: Windows 11 Pro Value Products	Windows 11 Pro Value Products: increase in RAM from ≤4GB to ≤8GB
Price List: Windows 11 Pro Standard Products	Windows 11 Pro Standard Products: change in base Product Fee from $119.00 to $122.00
Price List: Windows 10 Test Keys	Windows 10 Single Machine Production Test Keys and Windows 10 Multiple Activation Test Keys: inserted new End of License date to coincide with End of License date for Windows 11 with Downgrade Facilitation Products (see below)
Product Lists: General	Removal of all Windows 10 Products
Product Lists: Windows 11 with Downgrade Facilitation Products	Windows 11 with Downgrade Facilitation Products: inserted new End of License Date for all Windows 11 with Downgrade Facilitation Products
Product Terms: AT 1001 (Windows Hardware Requirements)	New subsections 2.2 (a) and (b) (Hardware Requirements for Windows Products): new terms added regarding standards of compliance with Minimum Hardware Requirements and Microsoft commitment to 90 days’ notice prior to a Windows Release of changes to requirements for that Windows Release
Product Terms: AT 1005 (Windows as a Service: Support for New Customer Systems)	New subsection 2.2(d) (Windows Release Support – Windows 2023 Release): new terms added that apply to Distribution of Customer Systems that include the Windows 2023 Release, which require that those systems must not use HDD as the primary operating system boot drive
Product Terms: AT 1202 (Windows Home Entry -- Device Configuration Discount)	New AT 1202 (Windows Home Entry -- Device Configuration Discount): new terms added to define the process for implementing the Device Configuration Discount for Windows Home Entry Products
Product Terms: AT 1904 (Sales Embargo)	Deletion of AT 1904 (Sales Embargo) as requirements in current terms will have expired
Product Terms: AT 7002 (Motherboard Replacement Keys – OA 3.0 Products)	Revisions to AT 7002 (Motherboard Replacement Keys – OA 3.0 Products) adding terms to address piracy concerns observed in key leakage situations. The terms introduce some new ideas regarding management of RDPKs and are intended to impose a 5-year activation lifecycle for RDPKs allotted to partners on an annual basis

Program Year Transition

The restructure of the PEP Disclosure Cycle 2023 results in a change to the next renewal date for the below list of programs. The current program year will extend to an 18-month period to align the next program year with the new April 1 start date.

Current	Extended (18-months)	New
October 1, 2021 – September 30, 2022	October 1, 2021 – March 31, 2023	April 1, 2023 – March 31, 2024

Extended (18-months)
October 1, 2021 – September 30, 2022	October 1, 2021 – March 31, 2023

Preview documents are expected to be available in February, links will be added below, and final documents published on the respective program resource centers in early April.

MDA
MDA Resource Center
Device Configuration
Device Configuration Resource Center
Jumpstart
Jumpstart Resource Center
Server Incentive Program
Server Incentive Program Resource Center
Xbox Game Pass Incentive Program
Xbox Game Pass Resource Center

Feedback can be routed through your Account Manager and sent to PEP 2023 Partner Feedback: pep2023feedback@microsoft.com.

Fall PEP Disclosure & Feedback tour

Programs Overview

Thank you for your participation in the the Fall PEP disclosure sessions.

Below please find more information on feedback, links to preview documents, and a summary of key changes.

Partner Feedback

Partners are invited to provide feedback on the Preview Documents by November 7, 2022. Microsoft provides a feedback template for partner use for convenience, but its use is not required for feedback submission. Feedback should be submitted to PEP Partner Feedback pepfeedback@microsoft.com; we request that you also copy your account team on all submissions to the PEP Partner Feedback alias.

Preview Documents
October 19, 2022 - Preview Documents published as follows:

MDA 2023 Program Letter PREVIEW Redline | Clean
Device Configuration Document 2023 for Tier 1 PREVIEW Redline | Clean
Jumpstart 2023: Tier 1 Program Letter 2023 PREVIEW Redline | Clean
Jumpstart 2023: Tier 1 Marketing Execution Guide PREVIEW Redline | Clean
PEP Fall 2023 PREVIEW- April 1, 2023 Windows Price List and Product Terms Updates Redline | Clean
PEP Fall 2023 PREVIEW- April 1, 2023 Office Price List and Product Terms Updates Redline | Clean
PIPC documents will be communicated to you through your Microsoft account team.

Summary of Key Changes

Topic Area	Microsoft Comments
Technical Programs
MDA Program Letter: Section 2.1(c)	Remove DCH driver requirement
MDA Program Letter Section 2.1(c)	Section reference 2.1 (c) Publication of Drivers on WU- modified Shipping Drivers on WU requirement
MDA Program Letter Section 2.1(d)	Section reference 2.1 (d) Servicing of Drivers on WU- added a section for Quality Serviceability Issue
MDA Program Letter Section 2.1(d)	Section reference 2.1 (d) Servicing of Drivers & System Firmware on WU: Quality Serviceability Issue
MDA Program Letter Section 2.2 (a)	Section reference 2.2 (a) Remove Autopilot
MDA Program Letter Section 2.2 (b)	Section reference new 2.2 (b) Sale out reporting
MDA Program Letter Section 2.2 (a)	Section reference new 2.2 (a) Smart App Control
Device Config Section 2.7	Section reference 2.7 Remove Xbox App requirement
Device Config Section 2.7	Section reference 2.7 Add Windows Subsystem for Android (WSA)
Device Config Section 2.9	Section reference 2.9 Remove Application Pinning
Device Config Section 2.11	Section reference 2.11 Revise Windows Release Adoption requirement. This was Section 2.12 in the PY2022 Program Letter
Jumpstart Marketing (PY23 changes – please see Jumpstart Resource Center for PY22 changes)
Program Letter	Removed references to Windows 10 and Windows 11 upgrade throughout the document. Date changes for new Program Year and wording edits to provide greater clarity have been made throughout the document (shown in redline). Removed terms that expired during last Program Year.
Program Letter: Section 1 (Definitions)	New definition for Net Zero Product Fee.
Program Letter: Section 1 (Definitions)	Office Product definition updated to the OPK version required for Digital Attach (OPK 2106)
Program Letter: Section 1 (Definitions)	Fund Category definition updated to remove geographic region because Windows Home Fund Category is no longer split between EM and DM.
Program Letter: Section 2.A (Program Requirements - Eligibility)	Eligibility period changed to January 1 through December 31 due to the new program year starting in April. For PY23, we will also allow eligibility to be attained from June 1, 2021 through May 31, 2022. Company must have a Partner ID and accept their Jumpstart Program in the MS Partner Tool by March 31, 2023 for the April 1, 2023 Program Year start. Definition of the Products that count towards eligibility is updated to provide clarity that after April 1, 2023, the Windows 11 Home Entry and Windows 11 SE SKUs will not count towards the Eligibility Revenue calculation.
Program Letter: Section 3.B (Planning and Execution of Marketing Funds – POE and POS Requirements)	POS removed as a standard requirement. POS only needs to be submitted if prompted by the MS Partner Tool or otherwise by Microsoft. Reporting and Audit updated for audit to occur 45 days after the POE/POS was submitted instead of by the end of the month following the month in which POE/POS was submitted.
Program Letter: Section 4 (Program Structure – 2023 Program Structure Table)	Campaign Execution timeline included in table (no later than 6 months after the Program Period). This is not a change, just added for convenience and clarity.
Program Letter: Section 5.A (Earn and Spend Requirements – Earning Program Funds)	Schedule A removed. Please refer to the Windows Price List and Product Terms for the Product that are eligible to accrue Program Funds.
Program Letter: Section 5.C (Earn and Spend Requirements – Categories of Spend)	Windows Preference Category of Spend removed. Windows Home Fund Category updated for minimum of 70% allocated to OEM + Windows Category of Spend.
Marketing Execution Guide:	Removed references to Windows 10 and Windows 11 upgrade throughout the document. Date changes for new Program Year and wording edits to provide greater clarity have been made throughout the document (shown in redline). Removed terms that expired during last Program Year.
Marketing Execution Guide: Page 7 (Requirements for all Line Lists)	Downgrade listing updated to list Windows 11 first.
Marketing Execution Guide: Slide 8 (Requirements for all Point-of-Sales, Configurator, DTS, and Standard Line Lists)	Downgrade listing updated to list Windows 11 first and remove Windows 10 to Windows 7 downgrade.
Marketing Execution Guide: Slide 12 (Requirements for Jumpstart Fondational Line List – Upgrade Messaging)	Upgrade messaging from Windows 10 to Windows 11 removed.
Marketing Execution Guide: Slide 18 (Consumer Requirements)	Windows Preference removed. Windows Preference spend consolidated with OEM + Windows.
Marketing Execution Guide: Slide 26 (Consumer Modern Devices Definition)	MEG will be updated with new definition once that definition is published.
Marketing Execution Guide: Slide 37 (Commercial Modern Devices Definition)	MEG will be updated with new definition once that definition is published.
Marketing Execution Guide: Page 61 (Creative Guidelines – video Activities Requirement)	Windows Experience Priority (WEP) terms for spend requirements removed.
Marketing Execution Guide: Page 112 (Consumer Windows Stories and Campaign Support)	Links will be updated with applicable content.
Windows Price List and Product Lists
Footnote 1 – Configuration Discount	Revised wording to clarify that the Device Configuration discount is subject to the Jumpstart Program in which Company is enrolled (Tier 1 or Tier 2).
Price List: Updates regarding prohibition on HDD as primary boot	Revised HDD boot policy to apply starting November 1, 2023.
Price List: Future Product Fee change for certain Windows 11 Pro with Downgrade Facilitation	Price List indicates pricing change effective November 1, 2023, on certain Windows 11 Pro with Downgrade Facilitation offerings.
Product Terms: AT 1005 (Windows as a Service: Support for New Customer Systems)	Revised subsection 2.2(d) (Windows Release Support – Windows 2023 Release): revised effective date for implementation of policy prohibit Distribution of Customer Systems that use of HDD as the primary operating system boot drive to November 1, 2023.
Product Terms: AT 1903 (Downgrade Facilitation – Windows 11: Other Requirements - Advertising)	Revised subsection 2.3 (d)(i) (Windows 11 Downgrade Facilitation – Advertising) removing language requiring primary focus of advertising to be on Windows 10 when preinstalled.
Office Price List and Product Terms
Price List: New M365 Offerings	Addition of new Microsoft 365 product offerings relating to Windows 11 Home Entry + Microsoft 365 Personal subscription discount offer
Product Terms: General	Updates to remove applicable Price Lists and Product Terms due to End of License of Office AFOLB offerings.
Product Terms: AT 9021 (Default Charges)	New AT applicable only to Windows 11 Home Entry + Microsoft 365 Personal subscription discount offer.
Product Terms: AT 9080 (Windows 11 Home Entry + Microsoft 365 – M365 Configuration Discount)	New AT describing all terms associated with the Windows 11 Home Entry + Microsoft 365 Personal subscription discount offer.

Microsoft Comments
Technical Programs
MDA Program Letter: Section 2.1(c)	Remove DCH driver requirement
MDA Program Letter Section 2.1(c)	Section reference 2.1 (c) Publication of Drivers on WU- modified Shipping Drivers on WU requirement
MDA Program Letter Section 2.1(d)	Section reference 2.1 (d) Servicing of Drivers on WU- added a section for Quality Serviceability Issue
MDA Program Letter Section 2.1(d)	Section reference 2.1 (d) Servicing of Drivers & System Firmware on WU: Quality Serviceability Issue
MDA Program Letter Section 2.2 (a)	Section reference 2.2 (a) Remove Autopilot
MDA Program Letter Section 2.2 (b)	Section reference new 2.2 (b) Sale out reporting
MDA Program Letter Section 2.2 (a)	Section reference new 2.2 (a) Smart App Control
Device Config Section 2.7	Section reference 2.7 Remove Xbox App requirement
Device Config Section 2.7	Section reference 2.7 Add Windows Subsystem for Android (WSA)
Device Config Section 2.9	Section reference 2.9 Remove Application Pinning
Device Config Section 2.11	Section reference 2.11 Revise Windows Release Adoption requirement. This was Section 2.12 in the PY2022 Program Letter
Jumpstart Marketing (PY23 changes – please see Jumpstart Resource Center for PY22 changes)
Program Letter	Removed references to Windows 10 and Windows 11 upgrade throughout the document. Date changes for new Program Year and wording edits to provide greater clarity have been made throughout the document (shown in redline). Removed terms that expired during last Program Year.
Program Letter: Section 1 (Definitions)	New definition for Net Zero Product Fee.
Program Letter: Section 1 (Definitions)	Office Product definition updated to the OPK version required for Digital Attach (OPK 2106)
Program Letter: Section 1 (Definitions)	Fund Category definition updated to remove geographic region because Windows Home Fund Category is no longer split between EM and DM.
Program Letter: Section 2.A (Program Requirements - Eligibility)	Eligibility period changed to January 1 through December 31 due to the new program year starting in April. For PY23, we will also allow eligibility to be attained from June 1, 2021 through May 31, 2022. Company must have a Partner ID and accept their Jumpstart Program in the MS Partner Tool by March 31, 2023 for the April 1, 2023 Program Year start. Definition of the Products that count towards eligibility is updated to provide clarity that after April 1, 2023, the Windows 11 Home Entry and Windows 11 SE SKUs will not count towards the Eligibility Revenue calculation.
Program Letter: Section 3.B (Planning and Execution of Marketing Funds – POE and POS Requirements)	POS removed as a standard requirement. POS only needs to be submitted if prompted by the MS Partner Tool or otherwise by Microsoft. Reporting and Audit updated for audit to occur 45 days after the POE/POS was submitted instead of by the end of the month following the month in which POE/POS was submitted.
Program Letter: Section 4 (Program Structure – 2023 Program Structure Table)	Campaign Execution timeline included in table (no later than 6 months after the Program Period). This is not a change, just added for convenience and clarity.
Program Letter: Section 5.A (Earn and Spend Requirements – Earning Program Funds)	Schedule A removed. Please refer to the Windows Price List and Product Terms for the Product that are eligible to accrue Program Funds.
Program Letter: Section 5.C (Earn and Spend Requirements – Categories of Spend)	Windows Preference Category of Spend removed. Windows Home Fund Category updated for minimum of 70% allocated to OEM + Windows Category of Spend.
Marketing Execution Guide:	Removed references to Windows 10 and Windows 11 upgrade throughout the document. Date changes for new Program Year and wording edits to provide greater clarity have been made throughout the document (shown in redline). Removed terms that expired during last Program Year.
Marketing Execution Guide: Page 7 (Requirements for all Line Lists)	Downgrade listing updated to list Windows 11 first.
Marketing Execution Guide: Slide 8 (Requirements for all Point-of-Sales, Configurator, DTS, and Standard Line Lists)	Downgrade listing updated to list Windows 11 first and remove Windows 10 to Windows 7 downgrade.
Marketing Execution Guide: Slide 12 (Requirements for Jumpstart Fondational Line List – Upgrade Messaging)	Upgrade messaging from Windows 10 to Windows 11 removed.
Marketing Execution Guide: Slide 18 (Consumer Requirements)	Windows Preference removed. Windows Preference spend consolidated with OEM + Windows.
Marketing Execution Guide: Slide 26 (Consumer Modern Devices Definition)	MEG will be updated with new definition once that definition is published.
Marketing Execution Guide: Slide 37 (Commercial Modern Devices Definition)	MEG will be updated with new definition once that definition is published.
Marketing Execution Guide: Page 61 (Creative Guidelines – video Activities Requirement)	Windows Experience Priority (WEP) terms for spend requirements removed.
Marketing Execution Guide: Page 112 (Consumer Windows Stories and Campaign Support)	Links will be updated with applicable content.
Windows Price List and Product Lists
Footnote 1 – Configuration Discount	Revised wording to clarify that the Device Configuration discount is subject to the Jumpstart Program in which Company is enrolled (Tier 1 or Tier 2).
Price List: Updates regarding prohibition on HDD as primary boot	Revised HDD boot policy to apply starting November 1, 2023.
Price List: Future Product Fee change for certain Windows 11 Pro with Downgrade Facilitation	Price List indicates pricing change effective November 1, 2023, on certain Windows 11 Pro with Downgrade Facilitation offerings.
Product Terms: AT 1005 (Windows as a Service: Support for New Customer Systems)	Revised subsection 2.2(d) (Windows Release Support – Windows 2023 Release): revised effective date for implementation of policy prohibit Distribution of Customer Systems that use of HDD as the primary operating system boot drive to November 1, 2023.
Product Terms: AT 1903 (Downgrade Facilitation – Windows 11: Other Requirements - Advertising)	Revised subsection 2.3 (d)(i) (Windows 11 Downgrade Facilitation – Advertising) removing language requiring primary focus of advertising to be on Windows 10 when preinstalled.
Office Price List and Product Terms
Price List: New M365 Offerings	Addition of new Microsoft 365 product offerings relating to Windows 11 Home Entry + Microsoft 365 Personal subscription discount offer
Product Terms: General	Updates to remove applicable Price Lists and Product Terms due to End of License of Office AFOLB offerings.
Product Terms: AT 9021 (Default Charges)	New AT applicable only to Windows 11 Home Entry + Microsoft 365 Personal subscription discount offer.
Product Terms: AT 9080 (Windows 11 Home Entry + Microsoft 365 – M365 Configuration Discount)	New AT describing all terms associated with the Windows 11 Home Entry + Microsoft 365 Personal subscription discount offer.

Spring PEP 2023

Spring PEP Disclosure & Feedback tour

Product Licensing and Economics Overview

Executive Summary

The Key Changes Summary below, provides a detailed overview of the content of the Preview Documents available April 28, 2022.

Partner Feedback

Publication Timeline and Effective Dates for Pricing, Licensing and Programs Documents:

April 28, 2022 - Preview Documents published as follows:

Windows Price List and Product Terms, effective April 1, 2023 (Clean version)
Windows Price List and Product Terms, effective April 1, 2023 (Redline version)
- Note: The redline version indicates changes from July 1, 2022, effective Windows Price List and Product Terms
Windows Product Placemat, effective April 1, 2023

June 30, 2022 – Final Documents published as follows:

Windows Price List and Product Terms – Key Changes

Topic Area	Microsoft Comments
Price List and Product Lists: All	Removal of all Windows 10 Products
Price List: All	Annotations to hardware configuration requirements to support policy, commencing with Distribution of systems with Windows 2023, that systems must not use HDD as the primary operating system boot drive
Price List: Windows 11 Home Entry Products	Windows 11 Home Entry Products: change in base Product Fee $25.00 to $10.00, and Device Configuration Discount remains at $10.00 Details of applying the Device Configuration Discount may be found in new AT 1202
Price List: Windows 11 Home Standard Products	Windows 11 Home Standard Products: change in base Product Fee from $63.95 to $67.95
Price List: Windows 11 Home Advanced and Windows 11 Home Advanced Single Language Products	Windows 11 Home Advanced and Windows 11 Home Advanced Single Language Products: storage threshold increased from >1.256TB to >1.3TB
Price List: Windows 11 Pro Value Products	Windows 11 Pro Value Products: increase in RAM from ≤4GB to ≤8GB
Price List: Windows 11 Pro Standard Products	Windows 11 Pro Standard Products: change in base Product Fee from $119.00 to $122.00
Price List: Windows 10 Test Keys	Windows 10 Single Machine Production Test Keys and Windows 10 Multiple Activation Test Keys: inserted new End of License date to coincide with End of License date for Windows 11 with Downgrade Facilitation Products (see below)
Product Lists: General	Removal of all Windows 10 Products
Product Lists: Windows 11 with Downgrade Facilitation Products	Windows 11 with Downgrade Facilitation Products: inserted new End of License Date for all Windows 11 with Downgrade Facilitation Products
Product Terms: AT 1001 (Windows Hardware Requirements)	New subsections 2.2 (a) and (b) (Hardware Requirements for Windows Products): new terms added regarding standards of compliance with Minimum Hardware Requirements and Microsoft commitment to 90 days’ notice prior to a Windows Release of changes to requirements for that Windows Release
Product Terms: AT 1005 (Windows as a Service: Support for New Customer Systems)	New subsection 2.2(d) (Windows Release Support – Windows 2023 Release): new terms added that apply to Distribution of Customer Systems that include the Windows 2023 Release, which require that those systems must not use HDD as the primary operating system boot drive
Product Terms: AT 1202 (Windows Home Entry -- Device Configuration Discount)	New AT 1202 (Windows Home Entry -- Device Configuration Discount): new terms added to define the process for implementing the Device Configuration Discount for Windows Home Entry Products
Product Terms: AT 1904 (Sales Embargo)	Deletion of AT 1904 (Sales Embargo) as requirements in current terms will have expired
Product Terms: AT 7002 (Motherboard Replacement Keys – OA 3.0 Products)	Revisions to AT 7002 (Motherboard Replacement Keys – OA 3.0 Products) adding terms to address piracy concerns observed in key leakage situations. The terms introduce some new ideas regarding management of RDPKs and are intended to impose a 5-year activation lifecycle for RDPKs allotted to partners on an annual basis

Microsoft Comments
Price List and Product Lists: All	Removal of all Windows 10 Products
Price List: All	Annotations to hardware configuration requirements to support policy, commencing with Distribution of systems with Windows 2023, that systems must not use HDD as the primary operating system boot drive
Price List: Windows 11 Home Entry Products	Windows 11 Home Entry Products: change in base Product Fee $25.00 to $10.00, and Device Configuration Discount remains at $10.00 Details of applying the Device Configuration Discount may be found in new AT 1202
Price List: Windows 11 Home Standard Products	Windows 11 Home Standard Products: change in base Product Fee from $63.95 to $67.95
Price List: Windows 11 Home Advanced and Windows 11 Home Advanced Single Language Products	Windows 11 Home Advanced and Windows 11 Home Advanced Single Language Products: storage threshold increased from >1.256TB to >1.3TB
Price List: Windows 11 Pro Value Products	Windows 11 Pro Value Products: increase in RAM from ≤4GB to ≤8GB
Price List: Windows 11 Pro Standard Products	Windows 11 Pro Standard Products: change in base Product Fee from $119.00 to $122.00
Price List: Windows 10 Test Keys	Windows 10 Single Machine Production Test Keys and Windows 10 Multiple Activation Test Keys: inserted new End of License date to coincide with End of License date for Windows 11 with Downgrade Facilitation Products (see below)
Product Lists: General	Removal of all Windows 10 Products
Product Lists: Windows 11 with Downgrade Facilitation Products	Windows 11 with Downgrade Facilitation Products: inserted new End of License Date for all Windows 11 with Downgrade Facilitation Products
Product Terms: AT 1001 (Windows Hardware Requirements)	New subsections 2.2 (a) and (b) (Hardware Requirements for Windows Products): new terms added regarding standards of compliance with Minimum Hardware Requirements and Microsoft commitment to 90 days’ notice prior to a Windows Release of changes to requirements for that Windows Release
Product Terms: AT 1005 (Windows as a Service: Support for New Customer Systems)	New subsection 2.2(d) (Windows Release Support – Windows 2023 Release): new terms added that apply to Distribution of Customer Systems that include the Windows 2023 Release, which require that those systems must not use HDD as the primary operating system boot drive
Product Terms: AT 1202 (Windows Home Entry -- Device Configuration Discount)	New AT 1202 (Windows Home Entry -- Device Configuration Discount): new terms added to define the process for implementing the Device Configuration Discount for Windows Home Entry Products
Product Terms: AT 1904 (Sales Embargo)	Deletion of AT 1904 (Sales Embargo) as requirements in current terms will have expired
Product Terms: AT 7002 (Motherboard Replacement Keys – OA 3.0 Products)	Revisions to AT 7002 (Motherboard Replacement Keys – OA 3.0 Products) adding terms to address piracy concerns observed in key leakage situations. The terms introduce some new ideas regarding management of RDPKs and are intended to impose a 5-year activation lifecycle for RDPKs allotted to partners on an annual basis

Program Year Transition

Current	Extended (18-months)	New
October 1, 2021 – September 30, 2022	October 1, 2021 – March 31, 2023	April 1, 2023 – March 31, 2024

Extended (18-months)
October 1, 2021 – September 30, 2022	October 1, 2021 – March 31, 2023

Preview documents are expected to be available in February, links will be added below, and final documents published on the respective program resource centers in early April.

MDA
MDA Resource Center
Device Configuration
Device Configuration Resource Center
Jumpstart
Jumpstart Resource Center
Server Incentive Program
Server Incentive Program Resource Center
Xbox Game Pass Incentive Program
Xbox Game Pass Resource Center

Feedback can be routed through your Account Manager and sent to PEP 2023 Partner Feedback: pep2023feedback@microsoft.com.

Fall PEP 2023

Fall PEP Disclosure & Feedback tour

Programs Overview

Thank you for your participation in the the Fall PEP disclosure sessions.

Below please find more information on feedback, links to preview documents, and a summary of key changes.

Partner Feedback

Preview Documents
October 19, 2022 - Preview Documents published as follows:

MDA 2023 Program Letter PREVIEW Redline | Clean
Device Configuration Document 2023 for Tier 1 PREVIEW Redline | Clean
Jumpstart 2023: Tier 1 Program Letter 2023 PREVIEW Redline | Clean
Jumpstart 2023: Tier 1 Marketing Execution Guide PREVIEW Redline | Clean
PEP Fall 2023 PREVIEW- April 1, 2023 Windows Price List and Product Terms Updates Redline | Clean
PEP Fall 2023 PREVIEW- April 1, 2023 Office Price List and Product Terms Updates Redline | Clean
PIPC documents will be communicated to you through your Microsoft account team.

Summary of Key Changes

Topic Area	Microsoft Comments
Technical Programs
MDA Program Letter: Section 2.1(c)	Remove DCH driver requirement
MDA Program Letter Section 2.1(c)	Section reference 2.1 (c) Publication of Drivers on WU- modified Shipping Drivers on WU requirement
MDA Program Letter Section 2.1(d)	Section reference 2.1 (d) Servicing of Drivers on WU- added a section for Quality Serviceability Issue
MDA Program Letter Section 2.1(d)	Section reference 2.1 (d) Servicing of Drivers & System Firmware on WU: Quality Serviceability Issue
MDA Program Letter Section 2.2 (a)	Section reference 2.2 (a) Remove Autopilot
MDA Program Letter Section 2.2 (b)	Section reference new 2.2 (b) Sale out reporting
MDA Program Letter Section 2.2 (a)	Section reference new 2.2 (a) Smart App Control
Device Config Section 2.7	Section reference 2.7 Remove Xbox App requirement
Device Config Section 2.7	Section reference 2.7 Add Windows Subsystem for Android (WSA)
Device Config Section 2.9	Section reference 2.9 Remove Application Pinning
Device Config Section 2.11	Section reference 2.11 Revise Windows Release Adoption requirement. This was Section 2.12 in the PY2022 Program Letter
Jumpstart Marketing (PY23 changes – please see Jumpstart Resource Center for PY22 changes)
Program Letter	Removed references to Windows 10 and Windows 11 upgrade throughout the document. Date changes for new Program Year and wording edits to provide greater clarity have been made throughout the document (shown in redline). Removed terms that expired during last Program Year.
Program Letter: Section 1 (Definitions)	New definition for Net Zero Product Fee.
Program Letter: Section 1 (Definitions)	Office Product definition updated to the OPK version required for Digital Attach (OPK 2106)
Program Letter: Section 1 (Definitions)	Fund Category definition updated to remove geographic region because Windows Home Fund Category is no longer split between EM and DM.
Program Letter: Section 2.A (Program Requirements - Eligibility)	Eligibility period changed to January 1 through December 31 due to the new program year starting in April. For PY23, we will also allow eligibility to be attained from June 1, 2021 through May 31, 2022. Company must have a Partner ID and accept their Jumpstart Program in the MS Partner Tool by March 31, 2023 for the April 1, 2023 Program Year start. Definition of the Products that count towards eligibility is updated to provide clarity that after April 1, 2023, the Windows 11 Home Entry and Windows 11 SE SKUs will not count towards the Eligibility Revenue calculation.
Program Letter: Section 3.B (Planning and Execution of Marketing Funds – POE and POS Requirements)	POS removed as a standard requirement. POS only needs to be submitted if prompted by the MS Partner Tool or otherwise by Microsoft. Reporting and Audit updated for audit to occur 45 days after the POE/POS was submitted instead of by the end of the month following the month in which POE/POS was submitted.
Program Letter: Section 4 (Program Structure – 2023 Program Structure Table)	Campaign Execution timeline included in table (no later than 6 months after the Program Period). This is not a change, just added for convenience and clarity.
Program Letter: Section 5.A (Earn and Spend Requirements – Earning Program Funds)	Schedule A removed. Please refer to the Windows Price List and Product Terms for the Product that are eligible to accrue Program Funds.
Program Letter: Section 5.C (Earn and Spend Requirements – Categories of Spend)	Windows Preference Category of Spend removed. Windows Home Fund Category updated for minimum of 70% allocated to OEM + Windows Category of Spend.
Marketing Execution Guide:	Removed references to Windows 10 and Windows 11 upgrade throughout the document. Date changes for new Program Year and wording edits to provide greater clarity have been made throughout the document (shown in redline). Removed terms that expired during last Program Year.
Marketing Execution Guide: Page 7 (Requirements for all Line Lists)	Downgrade listing updated to list Windows 11 first.
Marketing Execution Guide: Slide 8 (Requirements for all Point-of-Sales, Configurator, DTS, and Standard Line Lists)	Downgrade listing updated to list Windows 11 first and remove Windows 10 to Windows 7 downgrade.
Marketing Execution Guide: Slide 12 (Requirements for Jumpstart Fondational Line List – Upgrade Messaging)	Upgrade messaging from Windows 10 to Windows 11 removed.
Marketing Execution Guide: Slide 18 (Consumer Requirements)	Windows Preference removed. Windows Preference spend consolidated with OEM + Windows.
Marketing Execution Guide: Slide 26 (Consumer Modern Devices Definition)	MEG will be updated with new definition once that definition is published.
Marketing Execution Guide: Slide 37 (Commercial Modern Devices Definition)	MEG will be updated with new definition once that definition is published.
Marketing Execution Guide: Page 61 (Creative Guidelines – video Activities Requirement)	Windows Experience Priority (WEP) terms for spend requirements removed.
Marketing Execution Guide: Page 112 (Consumer Windows Stories and Campaign Support)	Links will be updated with applicable content.
Windows Price List and Product Lists
Footnote 1 – Configuration Discount	Revised wording to clarify that the Device Configuration discount is subject to the Jumpstart Program in which Company is enrolled (Tier 1 or Tier 2).
Price List: Updates regarding prohibition on HDD as primary boot	Revised HDD boot policy to apply starting November 1, 2023.
Price List: Future Product Fee change for certain Windows 11 Pro with Downgrade Facilitation	Price List indicates pricing change effective November 1, 2023, on certain Windows 11 Pro with Downgrade Facilitation offerings.
Product Terms: AT 1005 (Windows as a Service: Support for New Customer Systems)	Revised subsection 2.2(d) (Windows Release Support – Windows 2023 Release): revised effective date for implementation of policy prohibit Distribution of Customer Systems that use of HDD as the primary operating system boot drive to November 1, 2023.
Product Terms: AT 1903 (Downgrade Facilitation – Windows 11: Other Requirements - Advertising)	Revised subsection 2.3 (d)(i) (Windows 11 Downgrade Facilitation – Advertising) removing language requiring primary focus of advertising to be on Windows 10 when preinstalled.
Office Price List and Product Terms
Price List: New M365 Offerings	Addition of new Microsoft 365 product offerings relating to Windows 11 Home Entry + Microsoft 365 Personal subscription discount offer
Product Terms: General	Updates to remove applicable Price Lists and Product Terms due to End of License of Office AFOLB offerings.
Product Terms: AT 9021 (Default Charges)	New AT applicable only to Windows 11 Home Entry + Microsoft 365 Personal subscription discount offer.
Product Terms: AT 9080 (Windows 11 Home Entry + Microsoft 365 – M365 Configuration Discount)	New AT describing all terms associated with the Windows 11 Home Entry + Microsoft 365 Personal subscription discount offer.

Microsoft Comments
Technical Programs
MDA Program Letter: Section 2.1(c)	Remove DCH driver requirement
MDA Program Letter Section 2.1(c)	Section reference 2.1 (c) Publication of Drivers on WU- modified Shipping Drivers on WU requirement
MDA Program Letter Section 2.1(d)	Section reference 2.1 (d) Servicing of Drivers on WU- added a section for Quality Serviceability Issue
MDA Program Letter Section 2.1(d)	Section reference 2.1 (d) Servicing of Drivers & System Firmware on WU: Quality Serviceability Issue
MDA Program Letter Section 2.2 (a)	Section reference 2.2 (a) Remove Autopilot
MDA Program Letter Section 2.2 (b)	Section reference new 2.2 (b) Sale out reporting
MDA Program Letter Section 2.2 (a)	Section reference new 2.2 (a) Smart App Control
Device Config Section 2.7	Section reference 2.7 Remove Xbox App requirement
Device Config Section 2.7	Section reference 2.7 Add Windows Subsystem for Android (WSA)
Device Config Section 2.9	Section reference 2.9 Remove Application Pinning
Device Config Section 2.11	Section reference 2.11 Revise Windows Release Adoption requirement. This was Section 2.12 in the PY2022 Program Letter
Jumpstart Marketing (PY23 changes – please see Jumpstart Resource Center for PY22 changes)
Program Letter	Removed references to Windows 10 and Windows 11 upgrade throughout the document. Date changes for new Program Year and wording edits to provide greater clarity have been made throughout the document (shown in redline). Removed terms that expired during last Program Year.
Program Letter: Section 1 (Definitions)	New definition for Net Zero Product Fee.
Program Letter: Section 1 (Definitions)	Office Product definition updated to the OPK version required for Digital Attach (OPK 2106)
Program Letter: Section 1 (Definitions)	Fund Category definition updated to remove geographic region because Windows Home Fund Category is no longer split between EM and DM.
Program Letter: Section 2.A (Program Requirements - Eligibility)	Eligibility period changed to January 1 through December 31 due to the new program year starting in April. For PY23, we will also allow eligibility to be attained from June 1, 2021 through May 31, 2022. Company must have a Partner ID and accept their Jumpstart Program in the MS Partner Tool by March 31, 2023 for the April 1, 2023 Program Year start. Definition of the Products that count towards eligibility is updated to provide clarity that after April 1, 2023, the Windows 11 Home Entry and Windows 11 SE SKUs will not count towards the Eligibility Revenue calculation.
Program Letter: Section 3.B (Planning and Execution of Marketing Funds – POE and POS Requirements)	POS removed as a standard requirement. POS only needs to be submitted if prompted by the MS Partner Tool or otherwise by Microsoft. Reporting and Audit updated for audit to occur 45 days after the POE/POS was submitted instead of by the end of the month following the month in which POE/POS was submitted.
Program Letter: Section 4 (Program Structure – 2023 Program Structure Table)	Campaign Execution timeline included in table (no later than 6 months after the Program Period). This is not a change, just added for convenience and clarity.
Program Letter: Section 5.A (Earn and Spend Requirements – Earning Program Funds)	Schedule A removed. Please refer to the Windows Price List and Product Terms for the Product that are eligible to accrue Program Funds.
Program Letter: Section 5.C (Earn and Spend Requirements – Categories of Spend)	Windows Preference Category of Spend removed. Windows Home Fund Category updated for minimum of 70% allocated to OEM + Windows Category of Spend.
Marketing Execution Guide:	Removed references to Windows 10 and Windows 11 upgrade throughout the document. Date changes for new Program Year and wording edits to provide greater clarity have been made throughout the document (shown in redline). Removed terms that expired during last Program Year.
Marketing Execution Guide: Page 7 (Requirements for all Line Lists)	Downgrade listing updated to list Windows 11 first.
Marketing Execution Guide: Slide 8 (Requirements for all Point-of-Sales, Configurator, DTS, and Standard Line Lists)	Downgrade listing updated to list Windows 11 first and remove Windows 10 to Windows 7 downgrade.
Marketing Execution Guide: Slide 12 (Requirements for Jumpstart Fondational Line List – Upgrade Messaging)	Upgrade messaging from Windows 10 to Windows 11 removed.
Marketing Execution Guide: Slide 18 (Consumer Requirements)	Windows Preference removed. Windows Preference spend consolidated with OEM + Windows.
Marketing Execution Guide: Slide 26 (Consumer Modern Devices Definition)	MEG will be updated with new definition once that definition is published.
Marketing Execution Guide: Slide 37 (Commercial Modern Devices Definition)	MEG will be updated with new definition once that definition is published.
Marketing Execution Guide: Page 61 (Creative Guidelines – video Activities Requirement)	Windows Experience Priority (WEP) terms for spend requirements removed.
Marketing Execution Guide: Page 112 (Consumer Windows Stories and Campaign Support)	Links will be updated with applicable content.
Windows Price List and Product Lists
Footnote 1 – Configuration Discount	Revised wording to clarify that the Device Configuration discount is subject to the Jumpstart Program in which Company is enrolled (Tier 1 or Tier 2).
Price List: Updates regarding prohibition on HDD as primary boot	Revised HDD boot policy to apply starting November 1, 2023.
Price List: Future Product Fee change for certain Windows 11 Pro with Downgrade Facilitation	Price List indicates pricing change effective November 1, 2023, on certain Windows 11 Pro with Downgrade Facilitation offerings.
Product Terms: AT 1005 (Windows as a Service: Support for New Customer Systems)	Revised subsection 2.2(d) (Windows Release Support – Windows 2023 Release): revised effective date for implementation of policy prohibit Distribution of Customer Systems that use of HDD as the primary operating system boot drive to November 1, 2023.
Product Terms: AT 1903 (Downgrade Facilitation – Windows 11: Other Requirements - Advertising)	Revised subsection 2.3 (d)(i) (Windows 11 Downgrade Facilitation – Advertising) removing language requiring primary focus of advertising to be on Windows 10 when preinstalled.
Office Price List and Product Terms
Price List: New M365 Offerings	Addition of new Microsoft 365 product offerings relating to Windows 11 Home Entry + Microsoft 365 Personal subscription discount offer
Product Terms: General	Updates to remove applicable Price Lists and Product Terms due to End of License of Office AFOLB offerings.
Product Terms: AT 9021 (Default Charges)	New AT applicable only to Windows 11 Home Entry + Microsoft 365 Personal subscription discount offer.
Product Terms: AT 9080 (Windows 11 Home Entry + Microsoft 365 – M365 Configuration Discount)	New AT describing all terms associated with the Windows 11 Home Entry + Microsoft 365 Personal subscription discount offer.