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Software Assurance Planning Services
Planning Services policies
To prevent project delays and possible denial of payment, it is important that all Planning Services partners understand program policy. Review the terms of your participation in the program by logging in to the Planning Services Partner Directory Management Console and selecting "Review your Planning Services legal agreement".
Please review the important reminders and common mistakes below, as well as the Planning Services Policies supplemental PowerPoint presentation and training video to the right. Together they provide important information on engagement, scope, and voucher policies.

Important reminders


Voucher values and your eligibility


  • Vouchers should never be used as currency. Nor should they be used to offset the cost of work that is not in scope of the Planning Services program. Furthermore, partner organizations may not charge additional fees to customers for planning performed during the Planning Services engagement; all costs related to the planning portion (including travel costs) should be covered by the Planning Services vouchers.
  • Ensure your competency enables you to deliver the engagement. Partner organizations must meet the minimum criteria to be eligible to deliver Planning Services engagements. To avoid payment denials, please ensure that your organization meets the eligible criteria prior to beginning an engagement.


Reserving vouchers


  • Ensure proper location ID. Prior to beginning an engagement, Planning Services partners must ensure they have a location ID listed in the Microsoft Partner Membership Center matching the country in which the engagement will take place. Partners must process (reserve, redeem, and submit for payment) vouchers under a location ID for a country listed in MPN matching the country in which the engagement delivery will take place.
  • Reserve vouchers first. All vouchers must be reserved before an engagement begins. Anyone who holds a contact role for an approved location ID in MPN will be able to access VVR and reserve vouchers on behalf of that location.
  • Reserve and redeem before vouchers expire. All Planning Services vouchers expire 180 days after the date of creation regardless of a customer's EA expiration date. Vouchers should be reserved and then redeemed by the executing partner—submitting all required deliverables via the online Planning Services Completion Report Submission form—prior to the stated voucher expiration date.


Delivering an engagement


  • Complete engagements within their duration limit. The maximum length available for a Planning Services engagement is 15 days per customer, however each engagement has specific duration limits depending on offering and/or product type. Engagement durations should not exceed advertised maximum service level durations.
  • Conduct one engagement at a time. You may not conduct multiple 15-day engagements (per engagement type) per customer, unless:
    1. The engagements address different divisions or associated legal entities, or
    2. The engagements address different products and therefore produce unique deliverables.


Redeeming vouchers


  • Finalize engagements before redeeming vouchers. Before redeeming a voucher, a Planning Services engagement must be fully delivered to the customer, and an online Planning Services Completion Report form should be completed and submitted, making sure to upload the final deliverables presented to the customer. Once an Online Completion Report form is submitted, you should receive a confirmation email that has an XML receipt attached. You should then upload this XML to VVR when redeeming the voucher.


Submitting payment requests


  • Submit payment requests within 60 days of redeeming vouchers. After redeeming a voucher, you have 60 days in which to submit a payment request in the SAVB Online Payment Tool. Any non-compliance issues with the voucher must also be resolved within this 60-day period. If the 60-day period ends before compliance issues are remediated or a payment request is submitted, the voucher is forfeited and payment cannot be processed for the engagement delivered under that voucher.e


Common mistakes that could lead to payment delays


  1. Not submitting the Online Completion Report form before redeeming voucher in VVR
  2. Uploading the Customer Deliverable when redeeming the voucher instead of the XML receipt from the Online Completion Report confirmation email
  3. Redeeming a voucher with missing or improper deliverables
  4. Not meeting competency requirements before beginning an engagement
  5. Reserving the voucher under a location ID that does not match the location where the planning engagement took place with the customer
  6. Not conforming to the “days allowed” limitation for each engagement




Microsoft partners and consultants interested in delivering Planning Services should be familiar with program policy. The below presentation is provided as a supplement.

 Planning Services Policies​​


  • ​Engagement policies
  • Scope policies
  • Voucher policies​


Review the Top FAQs regarding Software Assurance Planning Services.