---
# System prepended metadata

title: Roster documentation

---

---
title: 'Roster documentation'
disqus: hackmd
---

ROSTER
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#### 1.	Base is Active Contracts List. Gets updated every 30 days.
:arrow_right: [Link](https://hpe.sharepoint.com/sites/B1/EG/global-partner-contracts/Contract%20Reports/Forms/AllItems.aspx) 

- [x] To Do: ==`Add Contract effective date`== :pushpin:

#### 2.	Check Zip Codes (Sergio’s file).

#### 3.	Check PSAs based on setup (Mary Seelie DB once a year).
 
#### 4.	Cross Memberships to Lisa Schultz with Highest EG Membership. 
:arrow_right: [Link](https://ent311.sharepoint.hpe.com/teams/partneroneprogramfiles/default.aspx?RootFolder=%2Fteams%2Fpartneroneprogramfiles%2FShared%20Documents%2FUS%20Membership%20Report&FolderCTID=0x0120007055F547390FC045A8A4429F9F1A0EB6&View=%7BC7A4E8E8%2D8691%2D4A48%2D9C06%2D781B8B8D21B5%7D) 
- [ ] To Do: ==`PRS Membership`== :pushpin:

#### 5.	Aruba Membership File (from Aruba Partner Comms email- Updated PRFN once a month.

#### 6.	Molly Remington for CAM/iCAM coverage (ask via email).

#### 7.	HIT, Storage & PointNext specialists from Jill Goozen (Anaplan extract, once a half).
>a.	Get Sales Territory ID based on Territory Name (Sergio has a DB) in column N & O
b.	Need to cross reference to PSA to tie into Loc IDs
- [x] To Do: ==`PointNext specialists`== :pushpin:

#### 8.	Aruba FED to go to VAR tab with coverage from the main HQ.
- [x] To Do: ==`Aruba FED`== :pushpin:

#### 9.	Need to define Non VAR coverage (REMOVE FROM ROSTER EXCEL FILE).
>a.	OEM- Gary Gammon
b.	SI- Chells?
c.	SP- ?
d.	INT- ARUBA FED (Add to Roster for FED)

- [ ] To Do: ==`Non VAR coverage`== :pushpin:

#### 10. M&A.
>a.	Tinoco to advise when M&A is completed to update Roster

#### 11. Tiering.
>a.	File from Carlos Renteria (monthly)

#### 12. Preferred (Q419).
>a.	From SO 70% or more with that Distributor
b.	12 months back
c.	Once a Q

#### 13. Active/Dormant/Dormant HIT.
>a.	12 months back Sales Out or not
b.	Aruba?

#### 14. DNQ.
>a.	Monthly list

#### 15. Terminated
>a.	Need to get source (Lorena)
- [ ] To Do: ==`Need to get source`== :pushpin:
 



