PSD on FRP referral emails

Status details

Please see page 19 in Online Service Usage Microsoft 365 Incentive Guide which covers Public Sector. The initial POE only allows the claim and should be followed up with full POE. 

The Referrals team is looking into options available for expanding and improving the email templates. However, the Public Sector Disclosure mentioned is a requirement specific to approving claims for Public Sector. The requirement is for the partner to obtain confirmation of the customer being informed of potential fees, commission or compensation. The Referral template would not provide acknowledgement from the customer, and therefore this is something the partner would be required to obtain in addition to the initial POE for Public Sector customers. 

This means the Referral email can still be submitted as initial POE, where it would be denied. However once the full POE was submitted (as it's required with Public Sector to have additional customer acknowledgement), it should be approved based on the original date (where it was rejected). This request will be marked as completed since no additional action is required at this time (ie. updating the email template would still require the partner to obtain customer acknowledgement).