Earn cooperative marketing funds
Appropriate roles: Incentives admin | Incentives user
Cooperative marketing (co-op) funds are funds you earn through Microsoft Incentive Programs by claiming reimbursement for activities that support Microsoft product awareness. Examples of incentives programs are Cloud Solution Provider, managed reseller, hosting, and Surface.
Co-op funds enable you to conduct marketing activities that will increase brand awareness and drive sales pipeline growth. You can invest co-op funds in activities to facilitate readiness, develop specializations, or attain Microsoft certifications – activities that foster focused solution practices and Centers of Excellence.
You can learn more on the Co-op Funds Resources page.
Co-op claims do not apply to the Online Services Advisory (OSA) Sell, Online Services Usage (OSU)-Microsoft 365 and OSU-Business Application incentive programs. To submit a claim for one of these programs, see Create a customer associearation using the CPOR model.
How co-op funds are calculated
Microsoft calculates eligible incentive earnings using a split percentage (such as 60% rebate - 40% co-op). You’ll receive the rebate portion using the existing pay-out cadence for your individual program, while Microsoft will accrue the co-op portion of incentive earnings.
You can learn more about the pay-out cadence and split percentage in your incentives program guide. Use this procedure to access your program guide.
If your co-op earnings are below the threshold in the co-op earning period, the co-op earnings will be converted to a rebate at the end of the semester. For more details or to determine the threshold amount, see your incentive program guide.
When to claim your funds
The timeline for co-op funds is divided into two six-month periods, H1 and H2. (The “H” stands for fiscal half-year.)
- H1 is the first half of the fiscal year, July 1 - December 31.
- H2 is the second half of the fiscal year, January 1 - June 30.
The six-month period during which you accrue your earnings becomes your Earning period. You must use these earnings at some point during the following six-month Usage period. If you don’t use your earnings by the end of the usage period, you’ll forfeit them. The Claiming period is the six-month period during which you can claim reimbursement for your incentive program activities.
The table below shows the different earning, usage, and claiming periods. Unless otherwise noted, periods extend from the first day of the first month to the last day of the last month.
|If your Earning/accrual period is||Your fiscal half-year period is||Your Usage period is||Your Claiming period is|
|July - Dec 2020||FY21 H1||Jan - June 2021||Feb 16 - Aug 15 2021|
|Jan - June 2021||FY21 H2||July - Dec 2021||Aug 16 2021 - Feb 15 2022|
|July - Dec 2021||FY22 H1||Jan - June 2022||Feb 16 - Aug 15 2022|
|Jan - June 2022||FY22 H2||July - Dec 2022||Aug 16 2022 - Feb 15 2023|
Microsoft reserves the right to request original proof of execution (PoE) documents. You should keep all of your original documents for 24 months after the activity date.
The following resources will help you get started working with co-op claims.
|To do this||Read this|
|Submit a claim||Create and manage an incentives program co-op claim|
|Manage a submitted claim||Create and manage an incentives program co-op claim|
|Understand core requirements for the activity claim||Core requirements for the activities in your incentive program|
|Review your incentives program details||Partner Incentives Co-op Guidebook|
|Create a customer association and submit a claim||Create a customer association using the CPOR model|